软银股价单日重挫 9.8%,押注 OpenAI 代价渐显

Gate News 消息,3 月 10 日,软银股价周一重挫 9.8%,跌幅逾日本大市两倍,导火索为《金融时报》报道 OpenAI 与甲骨文已放弃扩建 Stargate 旗下德克萨斯州数据中心计划。软银过去四个月股价近乎腰斩,市场对其深度押注 OpenAI 的疑虑持续升温。软银上月同意向 OpenAI 最新一轮 1,100 亿美元融资中注资 300 亿美元,累计投入达 646 亿美元,持股约 13%。评级机构标普本月将软银已属垃圾级的评级展望下调至负面,理由是流动性忧虑及 OpenAI 信用质量偏弱。目前软银逾半资产为非上市非流动资产,正寻求过渡性贷款以覆盖投资缺口。分析指出,软银是普通投资者押注 OpenAI 的最直接渠道之一,但一旦市场对孙正义宏观主题信心动摇,软银往往首当其冲。

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