Before today, US Defense Secretary Pete Hegseth had threatened to label Anthropic a “supply chain risk” if it did not agree to withdraw safeguards that insist Claude not be used for mass surveillance against Americans or in fully autonomous weapons. In a post on X published after President Trump’s statement, Hegseth said he was “directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic.”
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同时，2022年定增募投项目投产后未达预期效益，成为本次扩产的显性阴影；公司2024-2025年持续亏损，在基本面承压背景下推出巨额融资，激进扩张背后的风险不容忽视。