Group 1 - SoftBank Group is expected to report a net loss of 26.9 billion yen (approximately $184.4 million) due to the cooling of tech startups and increased losses from major investments [1] - The strong yen and the excellent performance of SoftBank's telecom assets, such as T-Mobile, which saw a quarterly increase of over 20%, may partially offset the negative impact of portfolio valuation adjustments [1] - Analysts predict a stark contrast in net loss for the January-March quarter compared to a net profit of 231 billion yen in the same period last year [1] Group 2 - SoftBank has announced its largest investment plan in years, committing $20-30 billion to OpenAI and acquiring chip startup Ampere Computing for $6.5 billion [2] - Analysts question whether these AI investments will improve profitability, as these projects have yet to show substantial results amid intense industry competition [2] - Market uncertainty has led to a cooling IPO market, which may further depress the valuations of SoftBank's unlisted portfolio companies [2]

Group 1 - The core focus of the article is that SoftBank is committed to developing next-generation storage chips [1] Group 2 - The initiative indicates a strategic move by SoftBank to enhance its technology portfolio [1] - This development could potentially impact the semiconductor industry by introducing advanced storage solutions [1]

智通财经5月8日电，软银CEO表示，将致力于开发下一代存储芯片。 ...

孙正义的职业生涯，处处 彰 显出他勇于豪赌、出手不凡的特质。图片来源：Haruyoshi Yamaguchi—Bloomberg/Getty Images 在唐纳德·特朗普的第二任期之初，这位新任美国总统迎来了一次与部分核心盟友共同亮相的机会。在出席活动的领导人里，有些是意料 之中的，例如内阁提名人选、国会领导人、超级捐赠者埃隆·马斯克，不过，至少有一位嘉宾的现身令人颇感意外：日本亿万富翁、科技 领域投资者孙正义（Masayoshi Son）。 今年1月21日，孙正义在白宫罗斯福厅（White House Roosevelt Room）成为焦点，他宣布软银集团（SoftBank Group，孙正义旗下总部位 于日本东京的大型企业集团）将为"星际之门"（Stargate）项目提供大部分资金。该项目是软银携手OpenAI和甲骨文（Oracle）达成的一 项雄心勃勃的合作项目，旨在全力助推美国巩固在人工智能领域里的领先地位。孙正义为了可以在讲台上被众人看见，特意站在一个箱 子上，他的身旁是甲骨文的董事长拉里·埃里森和OpenAI的首席执行官萨姆·奥尔特曼。孙正义向特朗普承诺，"星际之门"项目将投入高 达5,000亿 ...

Core Viewpoint - RISC-V architecture is an open international standard that facilitates collaboration and innovation in the semiconductor industry while enhancing the competitiveness of U.S. chip design companies [1][10]. Group 1: RISC-V Overview - RISC-V is an open standard ISA based on RISC principles, allowing chip design teams to access and implement it without licensing restrictions [6]. - The RISC-V International organization, managing RISC-V, has attracted 4,600 members from 70 countries, including major U.S. and Chinese companies [7]. Group 2: Market Position and Growth - RISC-V is gaining traction in various sectors, with over 2 billion chips currently based on its architecture, expected to grow to 20 billion by 2031 [8]. - The market revenue for RISC-V technology is projected to grow at a compound annual growth rate of 33.1% from 2022 to 2027 [12]. Group 3: Competitive Advantages - RISC-V offers a low-cost alternative to proprietary ISAs like x86 and ARM, allowing companies to customize their implementations without high licensing fees [9]. - The flexibility of RISC-V enables easier customization for performance advantages, making it attractive for both large enterprises and startups [13]. Group 4: Security and Intellectual Property - RISC-V does not require companies to disclose sensitive IP, ensuring a secure environment for collaboration and development [10]. - The open nature of RISC-V is believed to enhance security by allowing the community to identify vulnerabilities [10]. Group 5: Future Applications and Infrastructure - RISC-V is currently used in embedded technologies and has potential applications in AI, HPC, and consumer electronics [15]. - For RISC-V to become mainstream, a robust ecosystem of tools and support systems must be developed [16]. Group 6: Policy Implications and Strategic Opportunities - U.S. policymakers need to better understand RISC-V to maintain competitiveness and avoid ceding innovation to other countries [18]. - Active participation in RISC-V standard-setting is crucial for U.S. companies to influence its development and avoid fragmentation of the ecosystem [19]. Group 7: Recommendations for U.S. Leadership - The U.S. should invest in RISC-V training and education to cultivate a workforce skilled in this technology [24]. - Government support for RISC-V initiatives can accelerate its development and integration into the semiconductor ecosystem [26].

Group 1 - The Asian Development Bank (ADB) will hold its 58th annual meeting in Milan, Italy, from May 4 to 7, 2025, focusing on digital transformation and regional integration in the Asia-Pacific region [2] - Chinese Finance Minister Liu Kun emphasized the need for multilateral cooperation to address global economic risks exacerbated by unilateralism and protectionism [2][3] - China aims to contribute approximately 30% to global economic growth, with a GDP growth target of around 5% for 2025 [3] Group 2 - CATL has received approval from the Hong Kong Stock Exchange to list in Hong Kong, with plans to raise approximately $5 billion [5] - In its 2024 annual report, CATL projected revenues of 362.01 billion yuan, a year-on-year decrease of 9.7%, while net profit is expected to rise by 15.01% to 50.75 billion yuan [5] - Seres reported April sales of 31,488 new energy vehicles, a year-on-year increase of 12.99%, but cumulative sales for the year are down by 29.87% [6] Group 3 - Pony.ai announced a global strategic partnership with Uber to integrate its Robotaxi fleet into the Uber platform, starting in the Middle East [7] - OpenAI has abandoned its plan to transition to a for-profit model, which may affect SoftBank's investment, potentially reducing it from $40 billion to $20 billion [10] - Skechers has agreed to be acquired by 3G Capital at a cash price of $63 per share, representing a 30% premium over its recent trading price [11]

家办热点 1.2025福布斯中国家族资产管理人评选报名启动 近日，福布斯中国与美传思维携手推出"2025福布斯中国家族资产管理人评选"。本次评选旨在弘扬中国家族文化，普及家族 资产管理的意义、方法论和价值观，并展示家族资产管理领域的卓越人士，以凸显智慧与能力、爱与责任，而非财富。 本次评选构建了兼具国际视野与中国智慧的评估体系，通过选拔与表彰在家族资产保值增值（资产管理）、家庭可持续美好 生活（财富规划）、家族企业（家族事业）成长与传承等维度表现卓越的机构与个人，推动行业标准建设与经验共享，助力 中国财富管理生态从"经验驱动"向"专业引领"转型，进而打造出具有公信力的中国家族资产管理交流平台。（福布斯） 2.资产管理信托管理办法有望年内落地，信托业发展迎新变革 近日，国家金融监督管理总局公布2025年规章制定工作计划，备受关注的信托行业迎来重要消息：2025年将重新修订《信托 公司管理办法》，同时制定《资产管理信托管理办法》。这一系列举措，将对信托行业的发展产生深远影响。 早在2024年底，《中国网财经》等媒体就曾报道，监管人士在2024年中国信托业年会上透露，正在制定"1+N"制度体系。其 中"1"是指《关 ...

Core Insights - OYO Hotels has postponed its IPO originally scheduled for October due to opposition from SoftBank [1] Company Summary - The decision to delay the IPO indicates potential challenges in securing investor confidence and highlights the influence of major stakeholders like SoftBank on OYO's strategic decisions [1]

Group 1 - Nvidia CEO Jensen Huang stated that China is "not lagging" behind the US in the AI field, with the gap between the two countries being very small. He emphasized that China has strong technological capabilities and that 50% of the world's AI researchers are Chinese [1][1][1] - SoftBank's CEO Masayoshi Son announced a $500 billion investment in AI, marking it as the largest investment in the US infrastructure to date [1][1][1] - Google has begun embedding advertisements in its AI chatbot dialogues as part of its strategy to maintain dominance in the digital advertising space amid the rise of generative AI [1][1][1] Group 2 - Ant Group launched a new Layer2 blockchain platform named Jovay, designed for RWA transactions, which aims to enable "millisecond-level trusted transactions" [1][1][1]

云初创公司Cast AI获得1.08亿美元融资，由日本软银集团领投。 ...