2026-05-30 · 商业与投资｜Anthropic 9000 亿反超，但微软已开始砍 Claude Code

五月以油价大跌、股指创新高漂亮收官，但底层叙事正在两条故事之间反复回响：一边是 Anthropic 9000 亿估值反超 OpenAI、Dell 盘前涨 40%、ARK 高调铺垫 SpaceX IPO；另一边是 Microsoft 砍掉 Claude Code 许可证、Uber 四个月烧光全年 AI 编程预算、SemiAnalysis 抛出 Dark Output 宏观框架。本期串起 Anthropic 估值、SemiAnalysis 暗输出理论、SpaceX vs Blue Origin、Dell + 英伟达硬件叙事、xAI 编程模型价格战，以及国债 31 万亿再融资压力。

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