软银第一财季转为盈利 得益于押注英伟达等人工智能领域

金融界
Aug 07

软银集团截至6月底的财季扭亏为盈,受该公司所持英伟达和Coupang Inc.股票的利得提振,这为创始人孙正义在人工智能技术领域的计划押注提供进一步支撑。

软银报告第一财季净利润为4218.2亿日元(29亿美元),彭博分析师平均预期为1582.3亿日元。愿景基金实现利润4513.9亿日元。

孙正义正在加倍押注,寄望借此抓住人工智能硬件投资蓬勃发展的良机。作为这一战略的一部分,软银一直在增持英伟达和台积电等公司,并减持一些相关性较低的资产。

软银截至3月底增持英伟达股份至超过30亿美元的水平,英伟达在截至6月底的三个月里上涨46%令软银这位投资者受益。

美国总统唐纳德·特朗普威胁将征收100%的芯片关税,但将生产转移到美国的企业将获得豁免,这为软银与OpenAI和甲骨文合作的5000亿美元Stargate数据中心项目注入了乐观情绪。

责任编辑:小讯

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