1. 6月20日(周五)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.16%，标普500指数期货跌0.21%，纳指期货跌0.23%。 | ■ US 30 | 42,105.00 | 42,182.00 | 41,824.00 | -66.70 | -0.16% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 5,968.60 | 5,980.30 | 5,938.00 | -12.30 | -0.21% | | ■ US Tech 100 | 21,670.00 | 21,724.50 | 21,516.40 | -49.70 | -0.23% | 2. 截至发稿，德国DAX指数涨0.91%，英国富时100指数涨0.45%，法国CAC40指数涨0.55%，欧洲斯托克50指数涨0.85%。 | 德國DAX30 | 23,267.22 | 23,316.89 | 23,178.50 | +210.51 | +0.91% | | --- | --- | --- | --- | --- | --- | | 淵 英國富時100 | 8,831.61 | ...

智通财经APP获悉，软银集团(SFTBY.US)创始人孙正义正筹划一场豪赌，在亚利桑那州打造一座价值 万亿美元的超级工业园区，旨在将人工智能与机器人制造带回美国本土。这位67岁的科技狂人将此项目 命名为"水晶之地计划"，其野心直指复制中国深圳的制造业奇迹。据知情人士透露，该园区可能集成人 工智能工业机器人生产线，而软银正力邀台积电(TSM.US)这颗半导体制造王冠上的明珠深度参与。 尽管台积电已宣布在亚利桑那州投入1650亿美元建设先进芯片工厂，且凤凰城首座工厂已启动量产，但 软银的邀约仍面临不确定性。有接近台积电的人士强调，该项目与其现有布局并无关联。不过软银高管 团队并未放弃，他们正游说联邦及亚利桑那州政府，寻求为入驻企业提供税收优惠，甚至与美国商务部 长霍华德·卢特尼克展开直接对话。 孙正义的棋局远不止于此。这位日本首富正亲自向三星等科技巨头抛出橄榄枝，同时梳理着软银愿景基 金的投资版图，计划将Agile Robots SE等机器人领域被投企业引入园区。按照设想，这座未来工厂将形 成集群效应：芯片巨头供应算力基石，机器人企业组装智能终端，最终构建起垂直整合的AI制造生态 链。 值得玩味的是，这场豪赌与软 ...

67岁的孙正义再次押上身家，这次他要在美国复制一个"深圳"——一个万亿美元规模的AI机器人制造中 心。这位软银掌门人已经开始游说台积电加入，并与特朗普团队频繁接触。 据彭博社最新报道，软银集团创始人孙正义正在推进一项规模高达1万亿美元的超级工业园区计划，试 图说服台积电等科技巨头在亚利桑那州共同打造全球最大的AI机器人制造中心。这一代号为"Project Crystal Land"的雄心勃勃项目，被视为这位日本亿万富翁职业生涯中最大胆的押注。 孙正义设想的亚利桑那工业园区，将成为美国版的"中国深圳制造中心"，专门生产AI驱动的工业机器 人。据知情人士透露，软银管理层正积极邀请台积电在该项目中扮演重要角色，尽管台积电已计划在美 国投资1650亿美元，并在亚利桑那州的首座工厂已开始量产。 软银旗下愿景基金的投资组合公司有望成为园区首批入驻企业，包括专注机器人和自动化技术的Agile Robots SE等初创公司可能在此设立生产设施。 面对如此庞大的资金需求，软银正探索为Stargate数据中心项目融资的模式，这种模式允许软银按项目 逐一筹资，大幅降低前期资金压力。 截至3月底，软银现金储备为3.4万亿日元（约23 ...

Core Viewpoint - SoftBank founder Masayoshi Son is reportedly seeking collaboration with TSMC to establish a $1 trillion AI center in Arizona [1] Group 1 - The proposed AI center aims to leverage advanced technology and infrastructure to enhance AI capabilities [1] - The collaboration between SoftBank and TSMC signifies a strategic move to strengthen the semiconductor and AI sectors in the United States [1] - The investment of $1 trillion indicates a significant commitment to the development of AI technologies and related industries [1]

Group 1: MiniMax and AI Developments - MiniMax announced the release of its first open-source inference model, MiniMax-M1, which competes with leading models like DeepSeek-R1 and Qwen3 [1] - The training process for MiniMax-M1 was completed in just three weeks using 512 H800 GPUs, with a computing rental cost of approximately $534,700, which is an order of magnitude lower than initial expectations [1] Group 2: AI Features and Upgrades - Doubao launched an AI podcast feature on its desktop version, allowing users to generate dialogue podcasts from uploaded PDFs or web links [3][4] - Baidu introduced the industry's first dual digital human interactive live broadcast room, enhancing marketing conversion and user experience [4] Group 3: Corporate Changes and AI Strategy - Apple’s AI and machine learning strategy senior vice president, John Giannandrea, is reportedly being sidelined due to slow progress in AI projects and misalignment with other executives [5] - Amazon's CEO Andy Jassy indicated that the company expects a reduction in its workforce in the coming years as AI tools and smart agents become more prevalent [6] Group 4: Financial Moves and Investments - SoftBank raised approximately $4.8 billion by selling shares of T-Mobile, which will fund its ambitious AI plans, including a potential investment of up to $30 billion in OpenAI [6] - Shanghai Zhaoxin Integrated Circuit Co., Ltd. received approval for its IPO on the Sci-Tech Innovation Board, aiming to raise 4.169 billion yuan for various processor projects [8] Group 5: Regulatory Developments - The U.S. Senate passed the "Genius Act," establishing a regulatory framework for stablecoins, marking a significant step in cryptocurrency legislation [7] - JD.com aims to apply for stablecoin licenses in major currency countries to reduce cross-border payment costs by 90% and improve efficiency [7] Group 6: Market Trends and Innovations - Miniso's founder discussed a four-step methodology for IP operation, emphasizing the importance of having a closed-loop system for successful product distribution [9] - China's new generation crewed spacecraft "Dream Boat" successfully completed a zero-height escape flight test, marking a significant milestone in the country's lunar exploration efforts [9]

Group 1: IPO Applications - Guangzhou Shiyuan Electronic Technology Co., Ltd. has submitted an IPO application to the Hong Kong Stock Exchange, with joint sponsors being CICC and GF Securities Hong Kong [2] - Beijing Haizhi Technology Group Co., Ltd. has also submitted an IPO application to the Hong Kong Stock Exchange, with joint sponsors including China Merchants Bank International, Bank of China International, and Shenwan Hongyuan Hong Kong [3] - Anmai Biotechnology Co., Ltd. has submitted an IPO application to the Hong Kong Stock Exchange, with joint sponsors being CITIC Securities and China Merchants Bank International [4] Group 2: Financial Performance Forecasts - Dameng Data expects a revenue increase of 40.63% to 45.74% year-on-year for the first half of the year, projecting revenue between 495 million to 513 million yuan [17] - Yongxi Electronics anticipates a net profit growth of 16.60% to 28.88% year-on-year for the first half of the year, with projected revenue between 1.9 billion to 2.1 billion yuan [18] - Jingyi Equipment forecasts a revenue increase of 36.54% to 42.48% year-on-year for the first half of the year, estimating revenue between 690 million to 720 million yuan [19] Group 3: AI and Technology Developments - Robopoet has completed tens of millions of yuan in angel round financing, indicating a growing interest in AI-driven hardware startups [11] - Google is expanding its AI-driven fraud detection and anti-fraud technology development in India, responding to a significant increase in digital fraud [17] - Rokid has announced the launch of the world's first payment-enabled smart glasses, integrating with Alipay for seamless transactions [20]

在美国借助"星际之门"重塑全球数字资源格局的同时，中美之间的AI角力或许会更加激烈。 由美国总统特朗普直接倡导的、科技产业与商业投资巨头联袂打造的"星际之门"（Stargate），不仅会 显著提升美国在全球人工智能（AI）领域的竞争力与话语权，也必然增加全球算力资源的供给口径， 进而拓展更加丰富的AI服务场景和新经济增长点。在美国借助"星际之门"重塑全球数字资源格局的同 时，中美之间的AI角力或许会变得更加激烈与白热化。 大兵团运动战 同时，OpenAI的"OpenAI for Countries"计划还将"星际之门"推到了国外，其中OpenAI与阿联酋科技公司 G42已签署一项规模空前的合作计划，即在沙漠中建设一个耗电5000兆瓦的AI中心园区。按规模体量， 该AI基础设施远超目前全球任何一个数据中心项目，该园区占地10平方英里，超过整个摩纳哥公国， 耗电量也是得州首个"星际之门"数据中心项目的四倍以上，阿联酋还计划在AI园区建设5个同等规模的 数据中心。此外，OpenAI也打算第一阶段在全球不同国家与地区启动10个数据中心项目的建设。以此 观之，"星际之门"将是一场大范围的AI运动战。 确定性与不确定性 ...

敲响警钟。 作者 I 吴琼 报道 I 投资界PEdaily 这一幕着实让人意外—— 近日，伦敦高等法院开庭审理了一场跨越多年的诉讼：原瑞士信贷旗下供应链金融基金， 就2 0 2 1年Gr e e n sill Ca p it a l（格林希尔资本）破产导致的4.4亿美元损失，向后者投资方 软银提起追偿。 巅峰时期，孙正义和瑞信都对格林希尔资本极其看重，前者大手笔投资约15亿美元，后 者则通过旗下1 0 0亿美元供应链基金支持。在最初的构想里，格林希尔资本一旦上市，他 们将收获一场资本盛宴。 只是意外来得更快，20 21年格林希尔资本骤然倒下。软银不仅投的钱化为乌有，还因为 昔日的一系列操作吃上官司。回过头看，身为软银掌门人的孙正义也许难辞其咎——正是 当中牵扯的两家超级独角兽破产，才导致了这场风波。 令人唏嘘。 一家独角兽破产四年后 软银被告了 这场纠纷，始于孙正义所投资的独角兽——Gr e e n sill Ca pit a l。 时间回到2011年，金融学家Le x Gr e e nsill成立同名机构Gr e e nsill Ca p it a l（格林希尔资 本），总部位于伦敦。公司专注于供应链金融领 ...

日本软银集团拟出售2150万股T-Mobile股票，计划最多融资49亿美元。 美国电信运营商T-Mobile（TMUS）美股盘后下跌2.38%。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自 techradar 。 新型人工智能存储芯片或可帮助降低大型数据中心的能源消耗。 据报道，软银和英特尔正在联手开发一种新型的以人工智能为重点的高带宽内存，他们希望这种内 存能够与韩国科技巨头三星和 SK 海力士生产的 HBM 产品相媲美。 《日经亚洲》报道称，双方的目标是打造具有新布线结构的堆叠式 DRAM 芯片，与目前的 HBM 芯片相比，可将功耗降低一半。 该计划将由一家名为 Saimemory 的新公司牵头，预计两年内推出原型，并计划在 2030 年之前实 现商业化。 图片来源： Shutterstock/Tupungato 软银和英特尔计划推出低功耗内存，与韩国 HBM 竞争 Saimemory 计划于 2030 年推出，但面临严重的市场延迟 英特尔和软银已涉足人工智能芯片和技术投资 太晚了？ 尽管Saimemory在技术上雄心勃勃，但时间表却构成了严峻挑战。三星和SK海力士的产品已经领 先几代，并稳稳地占据了全球HBM市场的主导地位。等到Saimemory将其替代方案推向市场时， 现有厂商的领先优势很可能已经进一步扩大。 软银一位高管向《日 ...