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土豆暴打洋芋
#软银重金押注OpenAI，Q2财报能否交出亮眼成绩？
软银Q2的“亮眼”需要打一个问号。净利润超预期靠的是英特尔持股的一次性重估浮盈，真正反映投资主业的愿景基金税前利润仅54.3亿日元，同比暴跌98.8%。646亿美元押注的OpenAI本季贡献为零——估值没动，利润表上就凭空消失了增益。估值涨则利润爆发，估值停则近乎归零，这种利润结构的脆弱性，比账面数字本身更值得警惕，很难交出亮眼的财报。
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