Cathay Pacific Haitong released a research report saying that on Wednesday local time, according to reports, Anthropic disclosed to investors in the latest round of financing that it expects revenue for the second quarter of 2026 to reach 10.9 billion US dollars, an increase of about 127 percent over the first quarter's 4.8 billion US dollars, and achieved operating profit of 559 million US dollars for the first time. The investment strategy should be structured in stages, focusing on the overall market of the AI sector brought about by the IPO catalyst, and prioritizing highly deterministic industrial chain links such as computing power infrastructure and cloud services; in the medium term, it is necessary to closely track the profit sustainability of Anthropic and OpenAI, and the penetration rate of smart technology in various vertical industries such as finance, manufacturing, and medical care, and select application vendors with clear implementation scenarios and customer resources; in the long term, they should lay out leading companies with computing power barriers, technical barriers, and customer barriers to seize the long-term development of the AI industry The core dividend.

Cathay Pacific Haitong released a research report saying that on Wednesday local time, according to reports, Anthropic disclosed to investors in the latest round of financing that it expects revenue for the second quarter of 2026 to reach 10.9 billion US dollars, an increase of about 127 percent over the first quarter's 4.8 billion US dollars, and achieved operating profit of 559 million US dollars for the first time. The investment strategy should be structured in stages, focusing on the overall market of the AI sector brought about by the IPO catalyst, and prioritizing highly deterministic industrial chain links such as computing power infrastructure and cloud services; in the medium term, it is necessary to closely track the profit sustainability of Anthropic and OpenAI, and the penetration rate of smart technology in various vertical industries such as finance, manufacturing, and medical care, and select application vendors with clear implementation scenarios and customer resources; in the long term, they should lay out leading companies with computing power barriers, technical barriers, and customer barriers to seize the long-term development of the AI industry The core dividend.