---
title: "軟銀因 OpenAI 收益飆升而利潤大增，但股價卻下跌"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286387567.md"
description: "軟銀在第四季度報告了創紀錄的 1.83 萬億日元淨利潤，這主要得益於其在 OpenAI 投資中獲得的 450 億美元收益。然而，由於投資者對債務、投資組合集中度和日益激烈的人工智能競爭表示擔憂，股價下跌。為了降低這些風險，軟銀正在擴展其人工智能基礎設施，並考慮為 Roze AI 進行 1000 億美元的首次公開募股，以使其投資多樣化，超越 OpenAI"
datetime: "2026-05-14T09:03:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286387567.md)
  - [en](https://longbridge.com/en/news/286387567.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286387567.md)
---

# 軟銀因 OpenAI 收益飆升而利潤大增，但股價卻下跌

Record earnings jump: SoftBank’s net profit surged to 1.83 trillion yen in Q4, driven by $45 billion in gains from its OpenAI stake. Investor concerns grow: Despite the windfall, shares fell as investors worried about debt, portfolio concentration, and intensifying AI competition. AI strategy expansion: SoftBank is expanding AI infrastructure projects and exploring a $100 billion Roze AI IPO to diversify beyond OpenAI.

### 相關股票

- [SFTBY.US](https://longbridge.com/zh-HK/quote/SFTBY.US.md)
- [9984.JP](https://longbridge.com/zh-HK/quote/9984.JP.md)
- [OpenAI.NA](https://longbridge.com/zh-HK/quote/OpenAI.NA.md)

## 相關資訊與研究

- [AI 開始管你的錢？OpenAI 推 ChatGPT 個人理財功能、可分析支出與投資  引爆隱私爭議](https://longbridge.com/zh-HK/news/286663796.md)
- [長期續約戰開打！OpenAI 推全新「保證算力容量」服務](https://longbridge.com/zh-HK/news/286976956.md)
- [投資 OpenAI 大豐收，軟銀願景基金一年 460 億美元收益進帳](https://longbridge.com/zh-HK/news/286332987.md)
- [軟銀去年多賺 3.3 倍 靠投資 OpenAI 帶動](https://longbridge.com/zh-HK/news/286234101.md)
- [OpenAI 估值收益推動軟銀淨利潤遠超預期 孫正義料更有信心加碼投資](https://longbridge.com/zh-HK/news/286255203.md)