Goldman Sachs holds a narrow edge over Morgan Stanley in the lead bank market for OpenAI’s eventual IPO because both firms have served as primary bookrunners since the company’s confidential S-1 filing in June 2026 and its ongoing $30 billion bridge round. Recent precedent from Anthropic’s October 26 S-1, which formally named Goldman lead left and Morgan Stanley stabilization agent, has reinforced trader consensus around Goldman’s allocation influence in large AI listings. The 45.5%–39.5% implied probabilities reflect this tight competition, with limited roles for other banks in supporting capacities. Key swing factors include OpenAI’s next regulatory disclosures and any shifts in lead-left designation ahead of a 2027 listing.
此市場將根據在 OpenAI 首次公開募股中擔任主承銷商的銀行來結算。 如果截至 2027年12月31日, 下午11:59 ET 尚未進行 IPO,或 OpenAI 完成首次公開募股時未指定主承銷商,此市場將結算為「其他」。 如果有多家銀行被列為主承銷商,此市場將根據主要的主承銷商來結算。如果它們之間的層級不明確,此市場將在能確定哪家銀行是主要主承銷商時結算;例如,可依據 OpenAI 最終首次公開募股招股說明書發布後,其承銷部分中列出各銀行的順序判定。 此市場結算的主要依據將是 OpenAI 的官方披露。亦可參考可信報導的共識。
機器翻譯。如有爭議,以原文為準。