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数据:Anthropic 盘前价高出定价区间 33%,最大空头持续加仓

2026-11-12 19:59:34

ChainCatcher 消息,据链上分析师余烬发文,在 Anthropic 确定每股 70 至 78 美元的定价区间(对应 1.26 万亿至 1.405 万亿美元市值)后,Hyperliquid 上最大的 Anthropic 空头持续加仓,空单价值已达 7050 万美元,浮盈约 141 万美元。

目前 Hyperliquid 盘前合约对 ANT 的定价约 104 美元,比发行区间上限 78 美元高出约 33%。余烬同时给出两个疑似与该空头相关的地址(0xecc8…、0x0b42…)。

背景方面,Anthropic 计划以每股 70 至 78 美元发行 8.25 亿股,按上限计算融资规模约 640 亿美元;公司此前表示预计下周三确定发行价、下周四开始交易,IPO 已获得数倍超额购。盘前价格明显高于发行区间,若最终按区间上限定价,空头的账面压力还将继续累积。

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