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波段能手
#软银重金押注OpenAI，Q2财报能否交出亮眼成绩？ 软银这份Q2财报，大概率是“面子好看、里子发紧”。市场盯着OpenAI那896亿美元的公允价值，但本季估值没重估，对利润贡献直接归零。上一季撑场面的349亿日元利润，靠的其实是英特尔持股的一次性重估，愿景基金自身税前利润只剩54亿日元，同比暴跌98.8%。更值得琢磨的是钱从哪来：646亿美元对OpenAI的承诺，主要靠过桥贷款和质押Arm股份顶着，五年期CDS利差已经冲到四年新高。所以真正的问题不是“OpenAI值不值”，而是孙正义等不等得起——故事还没破，但财报的含金量确实在变薄。
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