[Guotai Haitong: Anthropic Achieves Quarterly Profitability, Validating Large Model Business Model] According to a report by Jinse Finance on May 26, Guotai Haitong released a research report stating that on Wednesday local time, Anthropic disclosed to investors during its latest funding round that it expects Q2 2026 revenue to reach $10.9 billion, representing approximately 127% growth compared to Q1's $4.8 billion, and achieving its first operating profit of $559 million. In terms of investment strategy, a phased approach should be adopted: - In the short term, focus on the overall AI market rally driven by IPO catalysts, prioritizing allocations to high-certainty segments of the industry chain such as computing power infrastructure and cloud services. - In the medium term, closely monitor the profitability sustainability of Anthropic and OpenAI, as well as the penetration speed of intelligent agent technologies in vertical industries such as finance, manufacturing, and healthcare. Selectively invest in application vendors with clear implementation scenarios and customer resources. - In the long term, focus on leading companies with barriers in computing power, technology, and customer resources to capture the core dividends of the AI industry's long-term development.