（文章来源：每日经济新闻） 每经AI快讯，1月5日，受芯片和重工业股带动，日经225指数上涨2.2%，报51442.83点。铠侠上涨 8.4%，东京电子上涨4.6%，软银集团上涨3.9%。三菱重工业上涨5.7%，川崎重工业上涨4.8%。 ...

每经AI快讯，日本AI概念股走高，东京电子涨近5%，爱德万测试、软银集团涨近4%。 ...

Key TakeawaysSouth Africa's gasoline prices are set to fall to their lowest level in nearly four years, driven by a stronger rand and a global drop in crude oil, offering significant relief to consumers and businesses.PwC is increasing its involvement in the cryptocurrency sector, aligning with a broader embrace of digital assets by Donald Trump's administration and lawmakers, signaling a shift towards more innovation-friendly regulation in the U.S.SoftBank-backed travel platform GetYourGuide is exploring a ...

数十亿美元价格仅次于此前Meta收购WhatsApp和Scale.ai，这是Meta史上第三大规模收购案。 Meta收购智能体创业公司Manus 北京时间12月30日，Manus发布消息称，Manus将加入Meta，开启新一轮探索。Manus首席执行官肖弘 表示，该交易将不改变Manus运作方式和决策机制。此外，Manus将继续通过App和网站为用户提供产 品和订阅服务，同时公司将继续在新加坡运营。根据12月初统计的数据，上线至今，Manus已处理超过 147万亿个token，并创建了超过8000万台虚拟计算机。有消息称，Meta收购Manus的价格为数十亿美 元。 点评:数十亿美元价格仅次于此前Meta收购WhatsApp和Scale.ai，这是Meta史上第三大规模收购案。高价 收购Manus，可能是Meta焦虑的表现。在AI竞赛中，谷歌已经拿出了惊艳业界的Gemini 3，Meta此前组 建了超级智能实验室，但尚未推出如此惊艳的产品。收购Manus，可能意味着Meta将在AI应用层面发 力。 软银完成对OpenAI的400亿美元投资承诺 有消息称，日本软银集团已完成对OpenAI的400亿美元投资承诺。 ...

今年以来，软银集团董事长兼首席执行官孙正义持续加大对人工智能的押注。3月份，软银集团以65亿 美元的价格收购美国半导体设计公司Ampere的所有股权。10月份，软银以53.75亿美元的价格对ABB集 团机器人业务展开收购。12月29日，软银集团宣布已达成对美国数据中心投资公司DigitalBridge的最终 收购协议，软银将以每股16美元、总价40亿美元的现金价格，收购该公司所有已发行的普通股。至此， 孙正义逐渐完成软银从芯片设计、算力基础设施到核心应用的AI产业链垂直整合。 转载请注明央视财经 编辑：令文芳 （央视财经《天下财经》）当地时间31日，软银集团宣布已完成对美国OpenAI总额410亿美元的投资承 诺。这意味着软银对OpenAI的持股比例将超过10%，成为仅次于微软的第二大外部股东，孙正义逐渐 完成了软银的AI产业链垂直整合。 软银集团31日在官网发布声明称，本次投资是于美国时间12月26日完成的。今年3月31日，软银集团与 OpenAI公司达成最终协议，即软银将对OpenAI进行最高400亿美元的投资。4月份，软银通过软银"愿景 2"基金向其投资75亿美元，完成了第一轮投资。本次的225亿美元也 ...

凤凰网财经讯 12月31日，美股三大指数小幅高开，道指涨0.03%，标普500指数涨0.05%，纳指涨 0.08%。英伟达开盘涨超1%。耐克上涨1.5%，此前首席执行官Elliott Hill增持了公司股票。 公司消息 【特斯拉在韩国大幅下调电动车售价，最高降幅达6490美元】 据报道，特斯拉在韩国对Model 3轿车和Model Y运动型多用途车的价格进行了下调，最高降幅达940万 韩元（约合6490美元）。 其中Model 3高性能全轮驱动版现售价为5999万韩元，较此前6939万韩元的定价有所下降。两款Model Y 车型价格也下调约300万韩元。 报道称，此举可能旨在吸引消费者，为即将上市的新车型预热。 【软银：完成对OpenAI的225亿美元追加投资，总持股比例约11%】 12月31日，软银集团在一份声明中表示，已于12月26日完成对OpenAI的225亿美元追加投资，至此已完 全履行其3月承诺的对OpenAI投资义务，目前在OpenAI的总持股比例约为11%。软银称，加上其他第三 方共同投资者超额认购并增额参与的110亿美元，最终总额410亿美元的投资承诺现已全额到位。 【特朗普移动据悉推迟原定今 ...

Upgrades - Clear Street upgraded Plug Power (PLUG) to Buy from Hold with a price target of $3, down from $3.50, citing attractive upside following a recent selloff and noting dilution from convertible refinancing [2] - Keefe Bruyette upgraded TeraWulf (WULF) to Outperform from Market Perform with a price target of $24, up from $9.50, believing investors are underestimating the shift in TeraWulf's bitcoin mining to high performance compute leasing in 2026 and 2027 [3] Downgrades - Wedbush downgraded GlobalFoundries (GFS) to Neutral from Outperform with a price target of $40, down from $42, indicating that while there is potential for stronger revenues and margins, recent developments have delayed the realization of these catalysts [4] - Wedbush downgraded Tower Semiconductor (TSEM) to Neutral from Outperform with a price target of $125, citing valuation concerns as the stock approaches the firm's target price [4] - Truist downgraded DigitalBridge (DBRG) to Hold from Buy with an unchanged price target of $16, following SoftBank Group's all-cash acquisition announcement at $16 per share, with low probability of a competing bid [4] - Raymond James double downgraded OceanFirst Financial (OCFC) to Market Perform from Strong Buy without a price target, expecting significant dilution from the acquisition of Flushing Financial (FFIC) [4] - Raymond James downgraded Flushing Financial (FFIC) to Market Perform from Outperform without a price target, stating the acquisition by OceanFirst was at a fair price given the earnings challenges faced [4]

SoftBank Group has entered into an agreement to acquire DigitalBridge Group in a deal valued at approximately $4bn. The acquisition, which will see SoftBank purchase all outstanding shares of DigitalBridge for $16 each in cash, aims to strengthen SoftBank’s position in developing global infrastructure for artificial intelligence (AI) applications. Both companies’ boards have unanimously approved the transaction after a special committee of DigitalBridge's independent directors reviewed and recommended t ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 分析师表示，此次收购进一步推进了软银利用人工智能驱动的数字基础设施增长的使命。对于软银而 言，DigitalBridge被视为进入美国数字基础设施市场的一个执行平台，能够提供"即时进入多个美国数据 中心平台（用于人工智能扩展），以及它们各自的土地、电力储备和开发管道，同时已有强大的运营团 队就位"。作为回报，预计软银将为DigitalBridge提供其难以独立复制的大量资本支持，并缓解其面临的 公开市场和融资压力。 该交易已获得DigitalBridge独立董事特别委员会的一致推荐，预计将在2026年下半年完成，但仍需获得 监管批准并满足惯例成交条件。交易完成后，DigitalBridge将继续作为由首席执行官Marc Ganzi领导的 独立管理平台运营。除了RBC，B. Riley和道明考恩（TD Cowen）等投行也同步将DigitalBridge的评级 下调至"中性"水平。 加拿大皇家银行资本市场（RBC Capital Markets）于12月30日宣布，将数字基础设施投资公司 ...

Market Overview - The Hang Seng Index closed at 25,855, down 0.86% for the day but up 28.89% year-to-date[1] - The Hang Seng Technology Index rose 1.74% to 5,578, with a year-to-date increase of 24.85%[1] - The Hang Seng China Enterprises Index increased by 1.12% to 8,991, with a year-to-date rise of 23.34%[1] Sector Performance - Baidu's stock surged nearly 9% due to advancements in AI and smart cloud business, with significant growth in its self-developed AI chip and smart driving orders[7] - The semiconductor sector saw strong gains, with InnoTek rising over 15% and SMIC up more than 4% following Nvidia's announcement of partnerships for a new power architecture[7] - Robotics stocks were active, with Yujing Technology up over 13% and Sanhua Intelligent Control up over 12%, supported by a significant increase in industrial robot production[7] Oil and Entertainment - Oil stocks continued to perform well, with CNOOC rising nearly 4% as international oil prices increased due to geopolitical tensions[7] - The entertainment sector saw a boost, with Emperor Culture Industries rising nearly 9% as the 2025 New Year box office surpassed 5.3 billion yuan, a near eight-year high[7] Economic Indicators - The WTI crude oil price surpassed $58 per barrel, while Brent crude approached $62 per barrel, driven by rising geopolitical risks[7] - The US Federal Reserve indicated potential future interest rate cuts if inflation continues to decline, as noted in the December meeting minutes[11]