4.3 Investments 软银Q1净利润降18%，因英特尔和字节跳动投资大赚，业绩超预期。尽管利润亮眼，股价仍跌超4%，投资者保持谨慎。
软银集团公布第一季度净利润为3473亿日元（约22亿美元），同比下降18%，但因其在英特尔和字节跳动的投资大幅获利，业绩远超分析师预期。公司投资收益激增，英特尔股价自2026年起飙升近400%，为软银带来13300亿日元的意外之财，字节跳动估值也显著提升。 尽管利润表现强劲，软银股价仍下跌逾4%，主要因投资者对利润可持续性保持谨慎，尤其是愿景基金板块收入大幅下滑及运营表现令人担忧。公司持有的OpenAI股份价值保持不变，并以此为抵押获得了新的100亿美元信贷额度。 分析师指出，虽然利润超预期主要受公允价值变动收益推动，但运营业绩和现金流质量仍受关注。若科技估值或融资环境恶化，软银将面临更大风险。
SoftBank (SFTBY) Q1 Earnings Surge Past Forecasts Fueled by Intel Stake Gains
SoftBank exceeds expectations thanks to Intel and ByteDance, despite a decline in revenue
Investors Send SoftBank Stock 4.4% Lower Even as Profit Beats Estimates
SoftBank falls 4% ahead of earnings revealing a surprise profit driven by Intel
SoftBank’s quarterly net profit decline was smaller than expected, with gains from its chip investments boosting its performance.
