Anthropic PBC, the company behind Claude, took another key step toward going public on October 27. According to Bloomberg, the AI developer has formally filed its IPO prospectus, rekindling AI investment enthusiasm that had cooled somewhat, and the Asian semiconductor sector rallied broadly in early trading that day.
In the South Korean market, Samsung Electronics and SK Hynix both surged more than 5% after the open, pushing the Kospi index up as much as 4.4%. In Japan, the Nikkei 225 index rose as much as 2.2% intraday, with chip supply-chain names Advantest and Sumco both climbing more than 6%, as capital clearly flowed back into this main theme.
This prospectus is the heaviest piece in the overnight package of good news, and it eased the market's recent concerns about fundraising conditions in the AI field. Also reported in the same batch were two large capital deals: SpaceX is advancing a $40 billion (about 267.3 billion yuan) equipment financing lease, while Meta plans a $95 billion (about 635 billion yuan) share sale.
Analysts: Risk appetite rekindled
Herber Chen, a market analyst at Wanthai Global Capital Markets, said Anthropic's landmark IPO filing, combined with Meta's big push to increase capital spending, rekindled overall market risk appetite. In her view, capital is no longer favoring defensive assets, chip stocks have again become the protagonists of the market, and the heat of the AI trade is being revived.