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$秋天的落叶
#软银重金押注OpenAI,Q2财报能否交出亮眼成绩? 软银646亿美金重仓OpenAI,是一场高杠杆的AI豪赌。这次Q2财报核心看OpenAI的资产估值调整。浮盈好看不等于落袋为安,高息债的利息成本、OpenAI持续烧钱、IPO时间表不确定都是隐藏风险,押注AI赛道的同时,债务风险不能忽视。
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