Anthropic IPO 承销费预估：高盛与摩根士丹利各赚约 1 亿美元
据纽约时报报道，若 Anthropic 效仿 SpaceX 进行 IPO，高盛和摩根士丹利作为主要承销商预计将各自获得约 1 亿美元的佣金。这一费用结构复制了 SpaceX 创纪录的六月 IPO 模式，同时摩根士丹利还通过为 Broadcom 向 Anthropic 供应芯片提供融资，深度参与了其算力供应链。
报道正文
Rohan Paul (@rohanpaul_ai) · 2026-10-27 21
NYtimes: If Anthropic follows SpaceX, Goldman and Morgan Stanley could each earn about $100M from its IPO
On SpaceX’s IPO, 2 lead banks took $200M while about 20 others split roughly $300M.
Goldman Sachs has taken the lead-left spot on Anthropic’s prospectus, reversing September reports that favoured Morgan Stanley, which now serves as stabilization agent, supporting first-day trading, which mirrors the 2 banks’ roles on SpaceX’s record June offering.
This split copies SpaceX’s record June IPO, where each bank earned about 500M fee pool; Anthropic hasn’t disclosed its own fees.
Morgan Stanley also co-led a $63B Broadcom financing for chip sales to Anthropic, so a bank pricing Anthropic’s shares is also financing its compute supply.
