金色财经|11月 06, 2026 13:42
[HSBC Says Anthropic IPO May Have a More Profound Impact Than the Midterm Election] According to Jinse Finance, on November 6th, ahead of Thursday's US stock market crash, HSBC strategist Max Kettner stated that the potential initial public offering (IPO) of Anthropic could have a more profound impact on the market than the US midterm elections. Two weeks ago, Kettner downgraded the stock rating from the highest level of overweight to neutral, believing that regardless of how tech companies arrange their capital expenditures, the market's overall narrative towards the tech sector has shifted unfavorably. He stated that this week's sharp sell-off in tech stocks did not undermine the fundamental logic of artificial intelligence trading, but caution remains after the midterm elections, questioning how much market risk the elections have actually eliminated. He indicated that what could truly eliminate market risk is likely Anthropic's IPO two weeks later (if it proceeds as scheduled), with the ideal scenario being that the IPO takes place as planned.
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