创纪录巨亏之后，孙正义转向防御，预言一两年后王者归来

华尔街见闻2022-05-14

日本科技投资公司软银集团于日本股市周四盘后公布了创纪录的年度亏损，奇怪的是，财报公布前该股收跌8%，不佳财报公布后，该股周五却飙升逾12%，创下六个月来最大涨幅。有分析指出，多重因素可能促成了软银股价不降反升，包括此前市场对这份财报的预期已经如此糟糕，公司贷款价值比正在下降，孙正义承诺“转向防御”，以及软银大手笔股票回购的前景。孙正义在财报分析会上反复强调他知道如何度过难关，软银有足够的现金来履行...

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赞我的今年账户翻十倍
2022-05-14
赞我的今年账户翻十倍
垃圾
Theng0612
2022-05-14
Theng0612
[微笑]
zh2021
2022-05-14
zh2021
[微笑]
zh2021
2022-05-14
zh2021
[賤笑]
NCP88
2022-05-14
NCP88
OK

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亿美元）回购最多2.5亿股自家股票，目前已完成40%。里昂证券的亚洲消费者团队主管Oliver Matthew指出，软银可能会在史上首次将股票回购的支出超过利用愿景基金2期进行新投资的规模，背后的驱动因素之一便是公司股价“已相当疲软”。在软银愿景基金发布创纪录亏损之前便早早预警市场的Redex Research 分析师Kirk Boodry也称，第四财季的财报看上去并未“变得更糟”，这似乎让投资者松了一口气，令股价强势反弹。周四美股科技股尾盘显著收窄跌幅，“美国科技巨头展现复苏的迹象，也是支撑软银股价的因素。”软银的美股粉单周五也大涨16%，接近收复5月5日以来的一周全部跌幅。但软银的日本股价本周仍累跌逾2%，主流分析师共识认为公司尚未完全摆脱困境，所以孙正义才会称“转向防御”。在周五大涨之前，软银日股较去年3月的历史高点惨遭腰斩，投资者质疑孙正义大手笔投资未盈利成长股的商业逻辑，也担心软银债务负担过重，在市场形势急转直下时不够安全。《华尔街日报》撰文分析称，软银公布了其四十年历史上最大的财年亏损，与上一财年创纪录的盈利形成鲜明反差，主要受今年一季度全球科技股下跌拖累：日本软银集团可谓是过度投资助长科技股繁荣的缩影。随着科技股暴跌，软银无法避免与科技股共命运的局面。而且，该公司及其投资者的苦日子可能还在后头。一方面，孙正义称“公司将继续把资产货币化”来渡过难关，考虑到市场已经下跌的幅度，这可能具有一定的挑战性。同时，软银的非上市初创企业投资组合情况可能更糟，随着投资者将关注点从不计成本的不间断增长转向盈利能力，此类初创企业的资金很可能枯竭，估值也将下降。软银不计后果的投资狂欢现在将再次把自己拉回现实。值得注意的是，孙正义在本周财报分析会上，仍重申了自己对“信息革命”的信念，并预言当前的市场低迷只是互联网公司恢复大涨之前的昙花一现：“我认为在一两年内股市会复苏，届时软银重返‘进攻模式’的时机会再度到来。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9067791812,"gmtCreate":1652505183736,"gmtModify":1676535114036,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"htmlText":"垃圾","listText":"垃圾","text":"垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067791812","repostId":2235408114,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9067452153,"gmtCreate":1652500432972,"gmtModify":1676535113149,"author":{"id":"4106275185662670","authorId":"4106275185662670","name":"Theng0612","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4106275185662670","authorIdStr":"4106275185662670"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067452153","repostId":2235408114,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9067459613,"gmtCreate":1652499890732,"gmtModify":1676535113047,"author":{"id":"3574387078391491","authorId":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574387078391491","authorIdStr":"3574387078391491"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067459613","repostId":2235408114,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9067459161,"gmtCreate":1652499879353,"gmtModify":1676535113039,"author":{"id":"3574387078391491","authorId":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574387078391491","authorIdStr":"3574387078391491"},"htmlText":"[賤笑]&nbsp;","listText":"[賤笑]&nbsp;","text":"[賤笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067459161","repostId":2235408114,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9067562317,"gmtCreate":1652490205539,"gmtModify":1676535109972,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3570366231505984","authorIdStr":"3570366231505984"},"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067562317","repostId":2235408114,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":72,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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