Core Viewpoint - The article discusses the potential IPOs of three major tech unicorns: SpaceX, OpenAI, and Anthropic, which could lead to a historic capital market event, significantly impacting Wall Street and the broader investment landscape [4][5]. Group 1: IPO Potential and Market Impact - If any of the three companies successfully go public this year, the single transaction size could surpass the total fundraising of approximately 200 IPOs in the U.S. in 2025 [5][14]. - SpaceX is reportedly planning a secondary market stock sale with a valuation of up to $800 billion, aiming for an IPO within the next 12 months [7]. - OpenAI's current valuation stands at $500 billion, with discussions for a new funding round targeting $750 billion or higher [8]. - Anthropic has officially engaged a law firm to prepare for its IPO and is negotiating a funding round with a target valuation exceeding $300 billion [9][10]. Group 2: Historical Context and Economic Drivers - The IPO market in 2026 is attempting to recover from a challenging previous year, where major tech IPOs were hindered by external factors, resulting in a total fundraising of just over $30 billion in the first nine months of 2025 [13]. - The successful IPOs of these companies could lead to substantial returns for early investors, with notable firms like Founders Fund and Khosla Ventures holding significant stakes in SpaceX and OpenAI, respectively [12]. - The article highlights that these companies are seen as macroeconomic drivers, with their IPO decisions not merely reactive to market conditions but indicative of their strong market positions [15][16].
OpenAI、Space X和Anthropic,三大“超级IPO”或齐聚今年,单笔募资额预计超过2025年200家IPO总和
华尔街见闻·2026-01-02 10:55