Telegram Group & Telegram Channel
软银战略布局AI赛道 四年来首次取得年度盈利

软银集团(SoftBank Group Corp)星期二(5月13日)发布业绩显示,截至今年3月底的2024财年第四季度净利跃升124%,达到5172亿日元(约45.6亿新元),全年净利也较上年同期由亏转盈,报1.15万亿日元,是四年来首次取得年度盈利。这主要受益于人工智能需求旺盛,带动创业投资估值及芯片业务销售走强。

根据彭博社,软银旗下愿景基金(Vision Fund)由上年同期亏损大幅扭亏,取得季度盈利261亿日元。得益于人工智能热潮,愿景基金所投印度外卖平台Swiggy、电动滑板车制造商Ola Electric Mobility及母婴用品零售商BrainBees Solutions等均赴美或本地上市,提升估值水平。软银旗下芯片设计公司安谋(Arm Holdings Plc)销售额亦因云端AI计算投资增加而见涨,但安谋对下季度销售业绩仍给出较为保守的预测,反映市场不确定性正在抬头。

创办人孙正义(Masayoshi Son)与OpenAI联合创始人萨姆·奥特曼(Sam Altman)于今年1月推出“星门计划”(Stargate)项目,计划在美国数据中心及其他AI基础设施上投入1000亿美元(约1304亿新元),并拟将投资规模逐步提升至5000亿美元。然而,受美国贸易保护主义及关税政策影响,债务融资环境趋紧,软银尚未就大规模数据中心建设的具体融资方案展开深度讨论。

彭博社分析说,软银显现出它在AI赛道的布局已初见成效,而它维持稳健的现金流和资产负债表,将是未来持续以低成本筹集资金、推进全球AI硬件扩张的关键。

#财经即时 #软银 #人工智能



tg-me.com/zaobao_news/136905
Create:
Last Update:

软银战略布局AI赛道 四年来首次取得年度盈利

软银集团(SoftBank Group Corp)星期二(5月13日)发布业绩显示,截至今年3月底的2024财年第四季度净利跃升124%,达到5172亿日元(约45.6亿新元),全年净利也较上年同期由亏转盈,报1.15万亿日元,是四年来首次取得年度盈利。这主要受益于人工智能需求旺盛,带动创业投资估值及芯片业务销售走强。

根据彭博社,软银旗下愿景基金(Vision Fund)由上年同期亏损大幅扭亏,取得季度盈利261亿日元。得益于人工智能热潮,愿景基金所投印度外卖平台Swiggy、电动滑板车制造商Ola Electric Mobility及母婴用品零售商BrainBees Solutions等均赴美或本地上市,提升估值水平。软银旗下芯片设计公司安谋(Arm Holdings Plc)销售额亦因云端AI计算投资增加而见涨,但安谋对下季度销售业绩仍给出较为保守的预测,反映市场不确定性正在抬头。

创办人孙正义(Masayoshi Son)与OpenAI联合创始人萨姆·奥特曼(Sam Altman)于今年1月推出“星门计划”(Stargate)项目,计划在美国数据中心及其他AI基础设施上投入1000亿美元(约1304亿新元),并拟将投资规模逐步提升至5000亿美元。然而,受美国贸易保护主义及关税政策影响,债务融资环境趋紧,软银尚未就大规模数据中心建设的具体融资方案展开深度讨论。

彭博社分析说,软银显现出它在AI赛道的布局已初见成效,而它维持稳健的现金流和资产负债表,将是未来持续以低成本筹集资金、推进全球AI硬件扩张的关键。

#财经即时 #软银 #人工智能

BY 联合早报 即时报道




Share with your friend now:
tg-me.com/zaobao_news/136905

View MORE
Open in Telegram


联合早报 即时报道 Telegram | DID YOU KNOW?

Date: |

That strategy is the acquisition of a value-priced company by a growth company. Using the growth company's higher-priced stock for the acquisition can produce outsized revenue and earnings growth. Even better is the use of cash, particularly in a growth period when financial aggressiveness is accepted and even positively viewed.he key public rationale behind this strategy is synergy - the 1+1=3 view. In many cases, synergy does occur and is valuable. However, in other cases, particularly as the strategy gains popularity, it doesn't. Joining two different organizations, workforces and cultures is a challenge. Simply putting two separate organizations together necessarily creates disruptions and conflicts that can undermine both operations.

At a time when the Indian stock market is peaking and has rallied immensely compared to global markets, there are companies that have not performed in the last 10 years. These are definitely a minor portion of the market considering there are hundreds of stocks that have turned multibagger since 2020. What went wrong with these stocks? Reasons vary from corporate governance, sectoral weakness, company specific and so on. But the more important question is, are these stocks worth buying?

联合早报 即时报道 from us


Telegram 联合早报 即时报道
FROM USA