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kingking7312
#软银重金押注OpenAI，Q2财报能否交出亮眼成绩？
数字很炸，但水分不小。
软银Q2净利润2.5万亿日元（约166亿美元），是市场预期的近6倍，全靠OpenAI估值从3000亿冲到5000亿美元，贡献约146亿美元收益。
但其中80亿美元是“钱还没付、利润先记”——承诺12月再投225亿美元，9月底还没打款，账面浮盈先算进去了。
市场也不买账：财报后三天股价跌12.8%，市值蒸发约269亿美元。
一句话：表面学霸，细看虚胖。AI估值继续涨就是赢麻，一回调就是纸上富贵。
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