钉子扎出的洞
08-07
他如果投的是中国砖头现在内裤估计全没了
孙正义押对英伟达、台积电和甲骨文！二季度狂赚48亿美元，软银盈利大超预期
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里二外三
08-07
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阿里是他投的
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left;\">软银日股周四收涨超1%，股价创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b78f618a75297f933dabf479d15a8c3f\" tg-width=\"690\" tg-height=\"470\"/></p><h2 id=\"id_3997668620\" style=\"text-align: left;\">愿景基金扭亏为盈，英伟达与台积电成关键赌注</h2><p style=\"text-align: left;\">软银愿景基金二季度表现强劲，录得4514亿日元利润，成为集团业绩的主要推动力，一扫去年同期的亏损阴霾，基金价值增长48亿美元。</p><p style=\"text-align: left;\"><strong>据软银披露，基金价值的增长得益于科技股估值的整体修复，以及部分上市和非上市投资组合公司的优异表现。</strong></p><p style=\"text-align: left;\">具体来看，上市公司的持股中，除英伟达之外的网约车公司Grab、在线汽车平台Auto1 Group SE、仓储机器人公司Symbotic等价值回升，为基金贡献了收益。</p><p style=\"text-align: left;\">在非上市资产方面，印度外卖平台Swiggy Ltd.以及其他部分印度私营企业的投资也带来了积极回报。</p><p style=\"text-align: left;\">此外，软银还通过精准的芯片股投资获得丰厚回报。</p><p style=\"text-align: left;\">软银将英伟达和台积电等半导体公司作为其核心持仓。截至3月底，<strong>软银已将其在英伟达的持股增至超过30亿美元，充分享受了后者因AI热潮而带来的股价上涨红利。</strong></p><p style=\"text-align: left;\">财报显示，来自英伟达的收益部分抵消了软银因出售T-Mobile和阿里巴巴股份而录得的投资损失。</p><h2 id=\"open-ai-ai\">“星际之门”与OpenAI，千亿级AI蓝图浮现</h2><p style=\"text-align: left;\">在盈利回升的背景下，孙正义正推进一系列规模空前的AI项目。</p><p style=\"text-align: left;\">其中最引人瞩目的是与OpenAI和甲骨文合作的“星际之门”（Stargate）项目，该计划旨在投资高达5000亿美元在美国建设数据中心和AI基础设施。</p><p style=\"text-align: left;\">此外，软银也深度参与AI龙头企业OpenAI的融资。信息显示，软银正在牵头对OpenAI一轮400亿美元的融资，并计划对其追加300亿美元投资。</p><p style=\"text-align: left;\">SMBC日兴证券分析师Satoru Kikuchi在一份报告中指出，<strong>评估软银未来的关键点在于，“星际之门”项目能否顺利推进，以及在OpenAI管理层变动的情况下，对其追加投资是否可行。</strong></p><p style=\"text-align: left;\"><strong>为了给AI战略转型准备充足的“弹药”，软银一直在剥离非核心资产。</strong></p><p style=\"text-align: left;\">继出售其在阿里巴巴和德国电信的长期持股后，软银在6月通过出售T-Mobile US Inc.的股票筹集了约48亿美元，并在8月再次出售了价值30亿美元的T-Mobile股票。</p><p style=\"text-align: left;\">这种“备粮过冬”的做法，获得了一些市场人士的认可。Alpha Binwani Capital创始人Ashwin Binwani评论称：</p><blockquote><p style=\"text-align: left;\">“我们对软银集团的长期前景持谨慎乐观态度，并认为其业务会持续扩张。我们已为波动做好了准备，并将其视为逢低买入的机会。”</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://wallstreetcn.com/articles/3752851><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>得益于科技股估值普遍回暖尤其是英伟达股价大涨，愿景基金本季度盈利4514亿日元，推动软银净利润升至4218亿日元，是分析师平均预期的两倍多，同比扭亏为盈。得益于愿景基金在AI领域的强劲收益，软银集团交出了一份远超市场预期的财报。周四，软银集团公布了截止6月30日的第一财季财务报告。财报显示，软银一季度净利润达4218亿日元（约合29亿美元），远超分析师预期的1276亿日元，连续第二个季度实现盈利，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752851\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","NVDA":"英伟达","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","ORCL":"甲骨文","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) 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Ltd.以及其他部分印度私营企业的投资也带来了积极回报。此外，软银还通过精准的芯片股投资获得丰厚回报。软银将英伟达和台积电等半导体公司作为其核心持仓。截至3月底，软银已将其在英伟达的持股增至超过30亿美元，充分享受了后者因AI热潮而带来的股价上涨红利。财报显示，来自英伟达的收益部分抵消了软银因出售T-Mobile和阿里巴巴股份而录得的投资损失。“星际之门”与OpenAI，千亿级AI蓝图浮现在盈利回升的背景下，孙正义正推进一系列规模空前的AI项目。其中最引人瞩目的是与OpenAI和甲骨文合作的“星际之门”（Stargate）项目，该计划旨在投资高达5000亿美元在美国建设数据中心和AI基础设施。此外，软银也深度参与AI龙头企业OpenAI的融资。信息显示，软银正在牵头对OpenAI一轮400亿美元的融资，并计划对其追加300亿美元投资。SMBC日兴证券分析师Satoru Kikuchi在一份报告中指出，评估软银未来的关键点在于，“星际之门”项目能否顺利推进，以及在OpenAI管理层变动的情况下，对其追加投资是否可行。为了给AI战略转型准备充足的“弹药”，软银一直在剥离非核心资产。继出售其在阿里巴巴和德国电信的长期持股后，软银在6月通过出售T-Mobile US Inc.的股票筹集了约48亿美元，并在8月再次出售了价值30亿美元的T-Mobile股票。这种“备粮过冬”的做法，获得了一些市场人士的认可。Alpha Binwani Capital创始人Ashwin 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