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liushiyi
#软银Q2净亏1.12万亿日元，AI投资收益承压
软银Q2巨亏1.12万亿日元，AI投资收益承压
近两年来首次季度转亏，核心是AI持仓公允价值重估、数据中心项目大额减值。
账面亏损≠现金流直接失血，也不代表AI赛道彻底反转，更多是估值波动的考验。
豪赌AI的孙正义，现在也在扛周期阵痛。
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