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软银为“星际之门”买下富士康美电动车工厂
Feng Huang Wang· 2025-08-08 12:08
鸿海曾投资软银第一期愿景基金,它的参与将有助于软银创始人孙正义(Masayoshi Son)实现其雄心勃勃 的计划:在蓬勃发展的AI硬件投资浪潮中占据核心地位。 彭博社此前报道,鸿海将负责运营该工厂,并利用该厂址开展自身AI服务器制造业务。一位知情人士 称,该俄亥俄厂址也可能被用作数据中心。 截至发稿,软银不予置评。富士康尚未置评。(作者/箫雨) 凤凰网科技讯 北京时间8月8日,据彭博社报道,软银集团买下了富士康在美国俄亥俄州的电动汽车工 厂,此举旨在启动软银与OpenAI、甲骨文公司合作的5000亿美元"星际之门"数据中心项目。 知情人士称,软银在制定"星际之门"项目融资方案方面遭遇困境,曾接洽富士康,希望这家苹果供应商 能参与其全美数据中心及配套基础设施的建设计划。此次富士康出售电动车工厂正是软银推动合作的成 果。 本周早些时候,富士康母公司鸿海表示,已同意以3.75亿美元将该电动车工厂出售给Crescent Dune LLC,但未透露该实体背后的公司。知情人士称,软银正是富士康此次交易的买方。 ...
日股飙涨2%,日经ETF、日经225ETF易方达、日经225ETF涨超1.7%
Ge Long Hui· 2025-08-08 06:50
Market Performance - The Nikkei 225 index rose by 2%, while the Tokyo Stock Exchange index increased by 1.5%, reaching a historical high of 3032.88 points [1] - SoftBank Group saw its stock price surge nearly 13% during the day, closing at 14,190 yen, while Sony's stock rose over 6%, accumulating more than 10% gains over the last two trading days [1] ETF Performance - Various ETFs tracking the Nikkei and Tokyo Stock Exchange indices experienced gains, with the following performances: - Huaxia Fund Nikkei ETF: +1.81% - Nikkei 225 ETF by E Fund: +1.75% - Huazhong Fund Nikkei 225 ETF: +1.74% - ICBC Credit Suisse Fund Nikkei ETF: +1.55% - Southern Fund Tokyo Stock Exchange Index ETF: +1.22% [1] - The total net inflow for five Japanese stock ETFs this year reached 938 million yuan, with a total scale of 5.831 billion yuan, reflecting a 32% increase from the beginning of the year [7] Company Financials - Sony reported a revenue of 2.6216 trillion yen for Q1 of FY2025, a 2% year-on-year increase, with operating profit rising by 36% to 340 billion yen and net profit increasing by 23% to 259 billion yen [5] - SoftBank's Q1 FY2025 net profit was 421.8 billion yen, significantly exceeding market expectations of 158.23 billion yen, and marking the second consecutive quarter of profitability [5] - SoftBank has increased its holdings in NVIDIA from $1 billion to approximately $3 billion and has also invested in TSMC and Oracle [5] Strategic Moves - SoftBank's Vision Fund has liquidated nearly $2 billion in public and private assets in the first half of 2025, focusing on AI investments, particularly around Arm, a key player in its strategy [6] - Following a trade agreement between the U.S. and Japan, Japan's "equivalent tariff" rate will increase from 10% to 15% starting in August [6]
“AI信仰”引爆看涨狂潮! 软银股价涨势如虹 狂飙13%至历史新高
智通财经网· 2025-08-08 02:47
在市场对人工智能的乐观情绪推动下,软银股价创出新高 来自SMBC日兴证券的分析师Satoru Kikuchi在致投资者的报告中表示,汇率层面的收益也为软银的利润做出了贡 献。他表示,尽管押注AI带来的乐观情绪可能将继续支撑软银股价创历史新高,但随着该公司宣布出售资产以为其 更大规模AI押注提供资金支持,以及回购计划的结束"可能会限制未来的上行空间"。 监管文件显示,软银在3月底将英伟达持仓增至约30亿美元(较上季度10亿美元增长逾两倍),同时购入价值3.3亿美 元的台积电股票和1.7亿美元的甲骨文公司。毫无疑问,曾经因早期押注阿里巴巴而一战成名的孙正义成功押中这些 AI算力领军者最新一轮涨势,为软银带来巨额投资收益,再加上软银作为ARM最大股东所带来的长期投资收益, 使得投资者们对于软银在AI方面的投资收益愈发有信心,进而不断蜂拥至软银股票。 英伟达,毫无疑问的"AI芯片霸主",全球首家市值突破4万亿美元的公司,目前股价仍处于涨势如虹的屡创新高"牛 市轨迹"。台积电,则手握全球AI算力产能,需求火爆的AI GPU与AI ASIC都离不开台积电,乘着AI浪潮市值突破 一万亿美元大关。 智通财经APP获悉,在成功 ...
历史新高!刚刚美联储传出重磅消息!
此前8月1日,美联储发表声明称,美联储理事库格勒将辞去美联储理事的职位,于本月8日正式卸任。库格勒的理事任期原定于明年 1月结束,其提前离职使得美国总统特朗普可提前几个月对美联储董事会进行新一轮人事任命。 美联储,传出新消息! 当地时间7日,美国总统特朗普表示,他已提名白宫经济顾问委员会主席斯蒂芬·米兰担任美联储理事。对此,有分析师称,这一举 措,暗示美联储将更倾向于鸽派立场。 随着美联储降息预期升温以及投资者对美国关税担忧的缓解,日本股市今日(8日)早盘高开高走,日本东证指数涨1.5%并首次突破 3000点大关,创下历史新高。自4月8日启动本轮反弹行情以来,日本东证指数累计涨幅已超过32%。个股方面,软银集团今日盘中 大涨超12%,索尼涨超6%。 | 换0.00% 振0.65% 额0 | F9 不复权 超级叠加 画线 工具 | 东证指数 | | TPX | 2 | | --- | --- | --- | --- | --- | --- | | | | 10:16:41 | | | | | | 3060 | 鉄 0 家 | न | 0家 版 | 0家 | | | | 金额 | | | 0 | | | | 成交 ...
历史新高!刚刚,美联储,传出重磅消息!
券商中国· 2025-08-08 02:13
Core Viewpoint - The nomination of Stephen Milar by President Trump to the Federal Reserve Board suggests a shift towards a more dovish stance by the Fed, potentially leading to a depreciation of the US dollar [3][5]. Group 1: Federal Reserve Nomination - President Trump nominated Stephen Milar, the current chairman of the White House Council of Economic Advisers, to fill a vacant position on the Federal Reserve Board, with a term ending on January 31, 2026 [3]. - Milar has a history of supporting Trump's calls for interest rate cuts and has previously served as a senior economic policy advisor at the Treasury during Trump's first term [4]. - The nomination requires Senate confirmation, which is expected to take 4 to 8 weeks, indicating that the new appointee may not participate in the upcoming FOMC meeting in September [4][5]. Group 2: Market Reactions - Following the Fed's dovish signals, the Japanese stock market saw significant gains, with the TOPIX index rising 1.5% to surpass 3000 points, marking a historical high [2][6]. - SoftBank Group's stock surged over 12% after reporting a net profit of 421.82 billion yen for the first quarter, significantly exceeding market expectations [6]. - Sony's stock increased over 6%, with the company raising its full-year profit guidance after reporting a 36% year-on-year increase in operating profit for the first quarter [7]. Group 3: Trade Relations and Tariffs - Japan's trade negotiations with the US are ongoing, with Japanese officials expressing concerns over the implementation of tariffs that exceed previously agreed rates [8]. - The US has committed to correcting administrative orders that could lead to higher tariffs on Japanese goods, which could impact market sentiment [7][8].
软银股价飙升至纪录高位 对人工智能的押注推动财季转为盈利
Jin Rong Jie· 2025-08-08 01:28
软银集团股价飙升至纪录高点,此前该公司公布的季度财报转为盈利,得益于对英伟达和初创企业的投 资利得,这对孙正义的人工智能押注带来支撑。软银标志性的愿景基金复苏,再加上出售所持T-Mobile 美国股份等资产,这帮助孙正义加倍押注以通过人工智能硬件领域蓬勃发展获得投资回报。软银集团于 6月出售了价值48亿美元的这家美国电信公司的股份,周四又披露出售价值30亿美元的该公司股份。软 银股价飙升逾10%,创下四个月以来的最大涨幅,收盘有望创下纪录新高。 本文源自:金融界AI电报 ...
昨夜,中概股大涨!
证券时报· 2025-08-08 00:36
Group 1 - The Nasdaq China Golden Dragon Index outperformed the three major US stock indices [1] - As of August 7, the Nasdaq China Golden Dragon Index rose by 0.95%, with notable gains from companies such as Hesai (+5.74%), ZTO Express (+3.91%), and Li Auto (+1.8%) [2] - The Magnificent 7 index of major US tech stocks increased by 0.56%, reaching a record closing high of 186.41 points [2] Group 2 - The US job market continues to weaken, with initial jobless claims rising to 226,000, exceeding expectations [6] - The US Labor Department reported a significant increase in continuing claims for unemployment benefits, reaching 1.97 million, the highest level since November 2021 [7] - The July employment report showed only 73,000 new jobs added, with downward revisions of 258,000 jobs for May and June combined [7] Group 3 - SoftBank's "Stargate" project is experiencing delays, with the company collaborating with Oracle and others to establish a data center [5] - The "Stargate" project, initially announced with a $500 billion investment for AI infrastructure, is facing skepticism regarding its funding capabilities [5]
孙正义押对英伟达、台积电和甲骨文,二季度狂赚48亿美元,软银盈利大超预期
美股IPO· 2025-08-07 12:34
Core Viewpoint - SoftBank Group reported a significant profit of 421.8 billion yen (approximately 2.9 billion USD) for the first quarter, driven by strong performance from its Vision Fund, particularly due to the recovery in tech stock valuations, especially Nvidia's stock surge [3][4][7]. Financial Performance - The Vision Fund achieved a profit of 451.4 billion yen this quarter, marking a substantial turnaround from losses in the same period last year [3][7]. - The fund's value increased by 4.8 billion USD, primarily due to a 46% rise in Nvidia's stock price during the quarter [3][10]. - SoftBank's net profit exceeded analyst expectations of 127.6 billion yen, marking the second consecutive quarter of profitability [3][4]. Investment Strategy - SoftBank's investment strategy has focused on key semiconductor companies, with Nvidia and TSMC being core holdings, leading to significant returns [10]. - The fund's performance was bolstered by the recovery of other listed companies, including Grab, Auto1 Group SE, and Symbotic [8]. - Investments in non-listed assets, particularly in Indian companies like Swiggy Ltd., also contributed positively to the fund's performance [9]. AI Initiatives - The recovery in profits supports Masayoshi Son's ambitious AI strategy, including the "Stargate" project in collaboration with OpenAI and Oracle, aiming to invest up to 500 billion USD in AI infrastructure [12][13]. - SoftBank is leading a 40 billion USD funding round for OpenAI and plans to invest an additional 30 billion USD [13]. - The success of the "Stargate" project and the management changes at OpenAI are critical factors for SoftBank's future evaluations [13]. Asset Management - To fund its AI strategy, SoftBank has been divesting non-core assets, raising approximately 4.8 billion USD from the sale of T-Mobile US Inc. shares in June and an additional 3 billion USD in August [14]. - This strategy has garnered some market approval, with analysts expressing cautious optimism about SoftBank's long-term prospects [15].
大力押注AI,软银增持英伟达、台积电,Q2盈利也稳了?
美股研究社· 2025-08-07 11:58
来源 | 硬AI 软银集团正在加码人工智能硬件投资,大幅增持英伟达和台积电股份,这是孙正义抢占AI产业链核心环节的最新举措。 8月5日,据报道,监管文件显示,截至今年3月底, 软银对英伟达的持股价值从上一季度的10亿美元增至约30亿美元,同时新增约3.3亿美元台 积电股份和1.7亿美元甲骨文股份 。 这些押注正值英伟达市值突破4万亿美元、台积电接近万亿美元市值的关键时点。英伟达自4月初低点以来市值飙升约90%,台积电涨幅超 40%,为软银带来可观账面收益。 分析师预计, 软银将在周四公布的第二季度财报中实现净利润转正,主要受益于其重仓的AI相关资产强劲表现 。 与此同时,软银股价上月创下历史新高,投资者看好其通过与OpenAI合作的5000亿美元Stargate数据中心项目、收购芯片公司Ampere Computing以及对OpenAI追加300亿美元投资等举措,在AI竞赛中抢占先机。 这包括 软银与OpenAI、甲骨文和阿布扎比投资基金MGX合作的5000亿美元Stargate数据中心项目 ,以及他正在 游说台积电等公司参与的1万亿 美元亚利桑那州AI制造中心计划 。 重 仓 A I 硬 件 巨 头 押 注 ...
孙正义二季度“狂赚”48亿美元
华尔街见闻· 2025-08-07 11:05
这一业绩的显著改善,主要归功于科技股估值的普遍回暖,尤其是软银在英伟达的持股。 财报显示,英伟达股价在当季飙升46%,为软银带来了可观的投资收 益。 这一成果为孙正义更大胆的AI布局提供了支持,也进一步巩固了市场对其AI战略的信心。 软银日股周四收涨超1%,股价创下历史新高。 得益于愿景基金在AI领域的强劲收益,软银集团交出了一份远超市场预期的财报。 周四,软银集团公布了截止6月30日的第一财季财务报告。财报显示, 软银一季度净利润达4218亿日元(约合29亿美元),远超分析师预期的1276亿日元, 连续第二个季度实现盈利,并成功扭转了去年同期的亏损局面。 软银旗舰投资部门愿景基金(Vision Fund)成为盈利最大驱动力, 该基金本季度实现48亿美元的价值增长,为软银贡献了4514亿日元的利润。 软银将英伟达和台积电等半导体公司作为其核心持仓。截至3月底, 软银已将其在英伟达的持股增至超过30亿美元,充分享受了后者因AI热潮而带来的股价上 涨红利。 财报显示,来自英伟达的收益部分抵消了软银因出售T-Mobile和阿里巴巴股份而录得的投资损失。 "星际之门"与OpenAI,千亿级AI蓝图浮现 愿景基金扭亏为 ...