SoftBank Group Corp. is developing a data center-focused project in Ohio so massive that Chief Executive Officer Masayoshi Son said it would channel $500 billion into a single campus.“We are going to do the largest construction project in the country,” Commerce Secretary Howard Lutnick said Friday alongside Son and Energy Secretary Chris Wright at the site. While the US is witnessing a historic scramble by tech companies to build out artificial intelligence computing, the project’s scale described by Son an ...

Key TakeawaysBrent Crude futures surged 2% to $101.99 per barrel following reports of explosions at a U.S. base in Kuwait and drone interceptions in Saudi Arabia, sparking fears of a wider regional conflict.SoftBank Group Corp. (SFTBY) is reportedly making a massive $30 billion investment in OpenAI, pushing its loan-to-value ratio toward a self-imposed 25% limit.U.S. Treasury yields climbed across the curve, with the 2-year yield rising 7.4 basis points to 3.905%, while U.S. and European equity futures sign ...

点 击 蓝 字 关 注 我 们 本文全文共 4702 字，阅读全文约需 15 分钟 目录 国内新闻 国外新闻 商用车 国内新闻 1 1.江苏多地发布汽车购新补贴政策 最高直补7000元 2.西安:推进大数据、5G和北斗卫星导航系统等新型基础设施建设 3.首钢一汽合作研发2400兆帕级超高强度钢 4.我国电动汽车充电基础设施总数达210万个 5.阿维塔发布太行智控2.0技术 6.蔚来NIO Power 5站上线 7.零跑汽车欧洲创新中心在德国慕尼黑正式开业 8.盐湖提锂实现关键技术突破 1.菲律宾2月汽车销量下滑8% 2.铃木印度新建EV产线 年产能将达100万辆 3.Rivian R2将成首款全球车型 4.软银投资超660亿美元计划在美建设全球最大AI数据中心 1. 山西省鼓励国四货车报废更新 扩大新能源重卡应用 2. 2026开年首款力作 3.0代新能源轻卡远程星智T上市 3. 上汽红岩第三代新能源重卡全球发布 4. 广汽领程兆瓦超充震撼上市 江苏多地发布汽车购新补贴政策 最高直补7000元 时间:2026.3.23 来源:财联社 3月21日，为落实提振消费专项行动，江苏省内南京、苏州、常州、镇江、徐州等密 ...

此次项目并非由软银单独开展，而是整合了日美AI相关企业的投资计划。软银此次扮演的角色 是将与数据中心相关的日美产业投资与融资统筹起来的协调者。 将有多家日本企业参与数据中心所需设备的供应等业务。日美的21家公司于北京时间3月21 日宣布，已成立以当地地名命名的"朴茨茅斯（Portsmouth）联盟"。除软银集团外，该联盟 的成员还包括东芝、日立制作所等制造企业，以及瑞穗银行及三井住友银行等金融机构。 美国商务部长卢特尼克和美国能源部长赖特也出席了20日举行的仪式。 卢特尼克在仪式上表示："美国总统特朗普的贸易政策促成了这一前所未有的投资"，强调了 吸引日本对美投资5500亿美元的成果。 孙正义（中）等出席动工仪式（20日，俄亥俄州派克顿） 此次成立了由日美21家能源企业及金融机构等加盟的组织，参与巨额投资计划。除软银集团 外，联盟成员还包括东芝、日立制作所等制造企业。孙正义表示：作为单一地点的投资，此 次为人类历史上规模最大…… 日本软银集团（SBG）会长兼社长孙正义于当地时间3月20日在美国中西部的俄亥俄州宣布了 向人工智能（AI）用数据中心投资5000亿美元的计划。由日美21家能源企业及金融机构等加 盟的 ...

1.【杰瑞新一代智能测井装备成功交付北美】据杰瑞股份消息，近日，由杰瑞自主研发制造的智能电 驱测井半挂车成功通过北美客户的验收，并赢得客户高度认可。此次顺利验收，不仅代表着全球头部 油服公司对于杰瑞智能装备的认可，更标志着中国智造在油气装备领域的又一次突破，为全球测井作 业向智能化、高效化发展树立了新的标杆。（新浪财经） 2. 【软银计划在美国俄亥俄州投资5000亿美元建设数据中心】3月21日消息，软银集团周五宣布， 正筹划在美国俄亥俄州打造一个规模庞大的数据中心基础设施项目。首席执行官孙正义表示将向此单 一项目投入5000亿美元。公司计划在2028年底前配套建设总价值约330亿美元的天然气发电设施为 该中心供电。（第一财经） 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 3. 【风云四号C星首套观测图像发布，综合能力达到世界先进水平】3月21日，中国气象局发布了风 云四号C星首套观测图像，标志着中国形成了自主可控的，从太阳到地球实时监测能力。风云四号C 星于2025年12月27日在中国西昌卫星发射中心成功发射，是目前全球单星综合探测能力最强静止气 象卫星。（央视新 ...

Market Overview - The current market dynamics are heavily influenced by political statements rather than traditional economic indicators, leading to what analysts term "The Chaos Premium" [2] - The DOW experienced a 0.4% gain with a significant 600-point intraday swing, while the S&P 500 fell by 0.2% amid confusion over new tariffs [2] Tariffs and Trade - The President has introduced a 100% tariff on various imports, including Chinese goods and foreign films, marking a significant escalation from previous tariff levels [3] - Retail stocks, particularly Walmart, faced volatility due to the potential impact of tariffs on fashion items, with Walmart's trading volume spiking 40% above its 30-day average [4] - Additional tariffs of 30% on imports from Mexico and the EU are set to take effect, causing a 1.8% drop in the Euro Stoxx 50 [4] Energy Sector - SoftBank announced plans to invest in 9 GW of gas-fired electricity plants in the U.S. as part of a $550 billion trade deal, positively impacting its stock price [5] - The President's contradictory stance on energy, promoting gas expansion while threatening to disrupt global supply, has created uncertainty in energy markets, with ExxonMobil's stock rising by 1.2% [6] Defense and Geopolitical Tensions - The President's comments on NATO allies and a $23 billion arms sale to Gulf nations have caused fluctuations in defense contractor stocks, including Lockheed Martin and Raytheon [7] - The NASDAQ index fell by 0.8% due to market reactions to the ongoing tensions in Iran and the administration's mixed messaging on military strategy [8] Regulatory Changes - A waiver of the Jones Act was issued to address rising gas prices, allowing non-U.S. flagged ships to transport oil domestically, which led to a 1.1% dip in the United States Oil Fund [10] - The administration's actions are perceived as attempts to mitigate voter dissatisfaction over high gas prices [10] Conclusion - The overall market sentiment is heavily influenced by the President's unpredictable actions and statements, leading to increased volatility and a departure from traditional economic fundamentals [12]

Core Viewpoint - The partnership between SoftBank Group and AEP Ohio aims to construct a significant gas-fired power plant and a 10-gigawatt artificial intelligence server warehouse in Ohio, as part of a broader trade deal between the U.S. and Japan, which seeks to enhance energy capacity and reduce reliance on China in technology sectors [1][3][8]. Investment and Funding - The public-private partnership includes $33.3 billion in funding from Japan, contributing to a total investment commitment of $550 billion across various sectors in the U.S. [3][9]. - SB Energy, a unit of SoftBank, is also investing $4.2 billion to upgrade and build transmission lines in southern Ohio [4][9]. Energy Capacity and Infrastructure - The proposed gas plant will have a capacity of 9.2 gigawatts, which, along with the data center, would rank among the largest globally, with one gigawatt capable of powering nearly 1 million homes [2][8]. - The U.S. government is leveraging federal lands to enhance power generation and create jobs, aiming to secure a competitive edge in the artificial intelligence sector [5][9]. Environmental Concerns - Environmental advocates express concerns that the new power plant will lead to significant local pollution and contribute to global warming emissions, indicating a potential conflict between energy development and environmental sustainability [7][9]. Economic Implications - The arrangement may provide a solution to the financial burden on the public for data center power expenses, suggesting a shift towards charging data centers directly rather than passing costs onto ratepayers [6][9].

软银集团周五宣布，正筹划在美国俄亥俄州打造一个规模庞大的数据中心基础设施项目，首席执行官 孙正义表示将向此单一项目投入5000亿美元。公司计划在2028年底前配套建设总价值约330亿美元的 天然气发电设施，为该中心供电。 微信编辑 | 苏小 ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 日本软银集团：美国俄亥俄州数据中心将是一个5000亿美元的项目。 ...

Key TakeawaysBrent crude surged 4% to $112 per barrel following Iranian ballistic missile strikes on Qatar’s Ras Laffan Industrial City, sparking immediate global energy supply fears.Asian equity markets tumbled in early trading, with Hang Seng Tech futures indicating a 2.1% lower open and Taiwan’s main index dropping 1.5%.Japan and South Korea issued urgent warnings of market intervention as currency volatility spiked and the Indian rupee (INR) weakened past 93 per dollar in NDF trading.The Reserve Bank of ...