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newuser1439746
#软银重金押注OpenAI,Q2财报能否交出亮眼成绩? 软银重金押注OpenAI,短期财报却难言“亮眼”。尽管Q2净利润超预期,但核心推力实为英特尔持股的账面浮盈,而非AI投资回报。关键矛盾在于:OpenAI本季未贡献任何损益,愿景基金利润骤降99%,而软银对OpenAI的累计投资已高达446亿美元,后续还需持续输血。这本质是一场用硬件浮盈为AI野心输血的豪赌,财报的“亮眼”是会计层面的,而非战略层面的。
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