2026 年 3 月，受 OpenAI、Anthropic 等人工智能巨头员工巨额股票收益的驱动，旧金山房地产市场显著上涨，中位数房价同比飙升 19%，使该市重新成为美国最昂贵的购房城市 [1]。截至同年 5 月，旧金山房屋的中位售价已创下历史新高，达到 176 万美元 [1]。
大量拥有 AI 公司股票的富裕技术人员涌入市场，导致竞价异常激烈且现金交易激增，甚至迫使非科技行业的居民搬离该市 [1]。去年 10 月，超过 600 名 OpenAI 员工出售股票总额达 66 亿美元，人均获利约 1100 万美元 [1]。近期，Anthropic 的员工也被允许出售价值约 60 亿美元的股份 [1]。在 Duboce Triangle 区，一套挂牌价近 300 万美元的房产最终以 320 万美元的价格成交 [1]。
San Francisco has reclaimed its status as the most expensive city in the United States for purchasing a home, with median prices rising by 19% year-over-year to reach an all-time high of $1.76 million as of May 2026 [1]. This surge is driven largely by massive stock payouts from employees at major artificial intelligence firms such as OpenAI and Anthropic, whose wealth has fueled intense bidding wars and a spike in cash transactions that are even forcing non-tech residents to leave the city [1]. In October last year alone, more than 600 OpenAI workers sold stocks totaling $6.6 billion, averaging approximately $11 million per person [1], while Anthropic employees were recently permitted to sell shares worth about $6 billion [1]. The market heat is evident in specific listings; for instance, a property listed near the Duboce Triangle neighborhood at nearly $3 million ultimately sold for $3.2 million [1].