SoftBank的股票从大OpenAI赌注的 AI 旋律上飙升, 但对于潜在的AI泡沫和延迟的计划越来越担忧。
SoftBank's stock soared on AI hype from big OpenAI bets, but concerns grow over a potential AI bubble and delayed plans.
2025年后期,SoftBank股份在AI驱动的投资者乐观主义下飙升,得到OpenAI公司主要股权的支持,其中包括40B和6.6B投资。
SoftBank shares surged in late 2025 on AI-driven investor optimism, backed by major OpenAI stakes, including $40B and $6.6B investments.
分析家预测Q3利润丰厚,而该公司的印度投资组合,包括Lenskart和Swigging,在纸面收益中增加了1B美元。
Analysts project strong profits for Q3, while the firm’s India portfolio, including Lenskart and Swiggy, added $1B in paper gains.
尽管取得了一些成果,但对AI泡沫、OpenAI亏损和日本企业延缓的关切依然存在,尽管SoftBank坚持长期持有战略,并计划进一步扩大。
Despite gains, concerns persist over an AI bubble, OpenAI losses, and delayed Japan ventures, though SoftBank maintains a long-term hold strategy and plans further expansions.