软银(SFTBY.US)财报发布在即：领投OpenAI和豪掷“星际之门”将成关注焦点

Group 1 - The core focus of the market is on SoftBank's significant investments in the artificial intelligence sector, particularly its upcoming earnings report and financing strategies [1][2] - Analysts predict that SoftBank's net profit for the April to June quarter will reach 127.6 billion yen (approximately 865 million USD), marking its second consecutive profitable quarter and the potential for its first annual profit in four years [1] - SoftBank is leading a new round of financing for OpenAI, amounting to 40 billion USD, with 22.5 billion USD required to be completed by the end of 2025 [1] Group 2 - To support its investment needs, SoftBank has raised 4.8 billion USD by reducing its stake in T-Mobile [2] - The complexity of SoftBank's investment portfolio and the nature of its non-listed assets contribute to high volatility in its performance, with cumulative investment losses from the Vision Fund reaching 475 million USD as of March [2] - Despite recent challenges, 13 out of 18 analysts surveyed have rated SoftBank's stock as "buy" or "strong buy," indicating market optimism regarding its strategic transformation [2]