以下文章来源于字母榜 ，作者毕安娣 字母榜 . 让未来不止于大 AI行业一剂猛药。 作者 | 毕安娣 来源 | 字母榜 （ID：wujicaijing） 还没等奥特曼把5000亿美元的支票捂热乎，马斯克就在X上朝星际之门猛烈开火了。 "它们实际没有钱。"世界首富一发话，奥特曼不得不亲自下场回怼，称"（你的说法） 是错误的，你心里很清楚。" 除了马斯克之外，Anthropic CEO达里奥·阿莫迪（Dario Amodei）也发出了质疑， 认为星际之门看起来很混乱。不过，阿莫迪还是说了一句有"大局观"的话，称特朗普对 AI基建的关注是一件好事。 让上述大佬引发争执的起因，在于近期美国总统唐纳德·特朗普（Donald Trump）宣 布，OpenAI、软银集团和甲骨文公司共同创建名为"星际之门"的合资企业，未来四年 内投资5000亿美元，在美国建设AI基础设施。 这是一次牌面拉满的官宣：特朗普20日宣布就职，21日就和这三家公司的代表山姆·奥 特曼（Sam Altman）、孙正义、拉里·埃里森（Larr y El lison）一起在白宫宣布了这 个消息。 "星际之门"并不是第一次出现在大众视野，大约一年前，该计划 ...

HAMBURG, Germany and ATHENS, Greece, Jan. 21, 2025 /PRNewswire/ -- reydix, the pioneering entertainment-tech and lifestyle start-up, is thrilled to announce the appointment of Aspa Lekka as Chief Operating Officer (COO). With her global expertise and an exceptional track record in scaling businesses, Lekka will be instrumental in driving reydix's growth and innovation. Tech Entrepreneur Aspa Lekka Appointed COO of Fan-Tech Company reydix, Co-Founded by Star-DJ Solomun Lekka's background bridges academi ...

以下文章来源于棱镜 ，作者温世君 棱镜 . 腾讯新闻出品栏目，《棱镜》聚焦泛财经深度记录。 自己抄了自己的底。 作者 | 温世君 编辑 ｜岳家琛 来源 | 棱镜 （ID：lengjing_qqfinance） 12月，北国隆冬，但美国本土最南端的佛罗里达州棕榈滩，依旧椰风白浪，天气一直在怡人的20°C上下。 这处美国的度假胜地，近来愈发热闹了。不仅是因为圣诞、新年假日的临近，游人的增多，更是因为坐落在这里的海湖庄园（Mar-a- Lago）。这座有着百年历史的西班牙风格豪宅，有126间客房，为曾经的美国女首富玛乔丽·梅里韦瑟·波斯特（Marjorie Merriweather Post）所建造。 1985年开始，海湖庄园一直属于美国候任总统特朗普，这里也是他目前最主要的私人住所。 在结束会谈之后，孙正义与特朗普共同召开了一场发布会。 发布会在海湖庄园装饰繁复华丽的大厅举行，话筒前方是特朗普的竞选标志，他们身后则是两面美国国旗，以及位于中央的海湖庄园 原主人波斯特家族金色纹章。纹章底部刻着一句拉丁格言：IN ME MEA SPES OMNIS，意思是"我所有的希望都寄托在我自己身 上"。 发布会开始，特朗普对孙 ...

Financial Data and Key Indicators Changes - Net income exceeded 1 trillion yen, an increase of 2.4 trillion yen compared to the first half of 2023 [5][4] - Investment gains totaled 2.6 trillion yen, compared to 3.6 trillion yen in the same period last year [5] - Net asset value remained high at 29 trillion yen at the end of September [4][9] - Cash position was reported at 3.8 trillion yen, with expectations to exceed 4 trillion due to better market conditions [14][9] Business Line Data and Key Indicators Changes - Vision Fund recorded 610 billion yen in investment gains, contributing significantly to overall performance [4][5] - T-Mobile's share price increased significantly, contributing 387 billion yen to investment gains [5][10] - Alibaba share transactions resulted in a market valuation gain of approximately 1 trillion yen [6][8] Market Data and Key Indicators Changes - T-Mobile's stock price rose to a historic high of 238 dollars, outperforming major competitors [10] - The loan-to-value ratio was reported at 12.5%, with recent figures indicating it may be below 11% [9][14] - Foreign exchange movements negatively impacted net asset value by 1.29 trillion yen [13] Company Strategy and Development Direction - The company aims to focus on AI investments and maintain a robust financial position to capitalize on future opportunities [4][33] - The strategy includes a commitment to maintaining a low loan-to-value ratio and ensuring sufficient cash reserves for future investments [14][32] - The company is exploring new growth opportunities, particularly in AI and robotics, while maintaining a conservative investment approach [37][33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's financial stability and readiness to seize new investment opportunities [51] - The potential impact of the upcoming U.S. presidential election and related policies on portfolio companies was acknowledged, with a cautious approach to new investments in China [53] - The management emphasized the importance of maintaining strong relationships with stakeholders and adapting to market changes [32][33] Other Important Information - Rajeev Misra stepped down as co-CEO, with Alex Clavel becoming the sole CEO of SBIA and SBGA [26] - ARM's quarterly revenue reached $844 million, exceeding guidance and reflecting strong performance [27][29] Q&A Session Summary Question: What role will Rajeev play going forward? - Rajeev's key role is over, but he will continue to manage his own fund and maintain communication with the company [44] Question: Why invest in OpenAI now through Vision Fund 2? - The investment was made due to strong interest and close communication with OpenAI's management, focusing on AI-leading companies [45][46] Question: How does the investment in OpenAI create synergy? - The investment strengthens the relationship with OpenAI, providing insights into AI trends and potential future business collaborations [49] Question: What is the company's position on future investments? - The company is financially stable and ready to tap into new opportunities, focusing on the significance of deals rather than their size [51] Question: What impact might the U.S. presidential election have on the company? - The company does not have direct operations in China, but potential policy changes could indirectly affect portfolio companies [53]

Earnings Results for the Six-month Period Ended September 30, 2024 Investor Briefing November 12, 2024 SoftBank Group Corp. SoftBa Disclaimers This presentation provides relevant information about SoftBank Group Corp. ("SBG") and its subsidiaries (together with SBG, the "Company") and its affiliates (together with the Company, the "Group") and does not constitute or form any solicitation of investment including any offer to buy or subscribe for any securities in any jurisdiction. This presentation contains ...

Core Insights - Eutelsat Group has partnered with SoftBank Group to enhance satellite communication services in Japan, integrating Eutelsat's OneWeb Low-Earth Orbit (LEO) connectivity into SoftBank's offerings [1] - The collaboration aims to improve broadband capabilities and provide secure communication services through SoftBank's SmartVPN network [2] - Regulatory support from Japan's Ministry of Internal Affairs and Communications has facilitated the partnership, granting necessary licenses for operation [3] Eutelsat's Strategic Partnerships - Eutelsat has been actively forming partnerships to drive digital transformation, including a renewed multi-year deal with Honduras-based Cable Color for video broadcast capacity [4] - In April 2024, Eutelsat signed a multi-year agreement with La Gran Carpa Catedral to expand TV channel delivery across the Middle East, North Africa, and Europe [5] - Additional multi-year partnerships have been established with companies like Sat One, NEC XON, and Intelsat [5] Market Position and Stock Performance - The partnership with SoftBank positions Eutelsat to meet the evolving digital needs of businesses, potentially driving top-line growth and improving stock performance [6] - Eutelsat currently holds a Zacks Rank 3 (Hold), with shares having lost 14.7% over the past year, compared to a 31.9% decline in the industry [7]

Core Viewpoint - SoftBank Group Corp. presents a strong investment opportunity due to its significant discount on NAV per share, potential returns from private tech investments, and an active share buyback program, allowing investors to buy shares at a 55% discount, particularly considering valuable assets like ARM and telecom holdings [21][39]. Group 1: Investment Opportunity - SoftBank has lost 15% of its value in the last month, reaching a peak of 30% on August 5th, creating a potential investment opportunity due to a high discount over its NAV per share [21]. - The current NAV per share is estimated at ¥24,068 ($165.6), while the current share price is ¥8,529 ($58.7), indicating a considerable discount [24][25]. - The company has initiated a share buyback program, which can further boost the share price [21][30]. Group 2: Asset Valuation - SoftBank's total NAV is estimated at ¥35.28 trillion ($242.8 billion), with key assets including Arm Holdings valued at $144.6 billion and SoftBank Vision Funds valued at $56.6 billion combined [24]. - The estimated discount on NAV per share is around 55%, with a conservative target price of ¥12,066, representing a 41% premium over the current price [26][32][33]. - The conglomerate discount for SoftBank is estimated to be less than 20%, given its focus on technology and AI [32]. Group 3: Private Investment Access - Through its Vision Funds, SoftBank provides access to private technology companies that may not be available to individual investors, with high growth expectations from companies like Alibaba and Grab Holdings [28][29]. - Investing in SoftBank allows exposure to a diversified portfolio of high-potential tech companies, effectively acquiring these investments at a discount [29]. Group 4: Share Buyback Program - SoftBank's share buyback history includes a $5.5 billion buyback in 2019, an $18 billion buyback in 2020, a $9 billion buyback in 2021, and a $3.5 billion buyback in 2024, reflecting a strategic response to market conditions [30][31]. - The buyback programs have historically led to temporary boosts in stock prices, indicating a commitment to enhancing shareholder value [30]. Group 5: Risks and Challenges - SoftBank faces risks related to capital allocation decisions, particularly in its venture capital investments, which have shown mixed results [34]. - The company is not invested in leading AI platforms, which could limit its growth potential in the AI sector [35]. - Currency risk is also a factor, as fluctuations in the yen can impact investment returns [36].

Tempus AI Inc. TEM, a cutting-edge healthcare diagnostics company, has been on a tear. The stock established a new high of $47.81 on Thursday. The stock is up 17.27% since its IPO in June. The company, which went public at $37 per share, and has been riding a wave of momentum ever since. Over the past five days, Tempus is up about 25% — a spike largely attributed to a strategic investment from SoftBank Group Corp SFTBF SFTBY. According to SoftBank's second-quarter 13F filing, the investment giant added Temp ...

SoftBank Group Corp. (OTCPK:SFTBY) Q1 2024 Earnings Conference Call August 7, 2024 3:30 AM ET Company Participants Yoshimitsu Goto - Board Director & CFO Conference Call Participants Minoru Satake - Nikkei Newspaper Daisaku Masuno - Nomura Securities Operator Thank you very much for waiting, everyone. Now we would like to start SoftBank Group Corp. Earnings Results Announcement for the three-month period ended June 30, 2024. First of all, I would like to introduce today's participants. From left, we have Yo ...

Earnings Results for the Three-month Period Ended June 30, 2024 Investor Briefing August 7, 2024 SoftBank Group Corp. SoftBa Disclaimers This presentation provides relevant information about SoftBank Group Corp. ("SBG") and its subsidiaries (together with SBG, the "Company") and its affiliates (together with the Company, the "Group") and does not constitute or form any solicitation of investment including any offer to buy or subscribe for any securities in any jurisdiction. This presentation contains forwar ...