知情人士透露，尚未制定 " 星际之门 " 财务方案的软银曾接触富士康，希望这家苹果公司供应商能参 与其在美国各地建设人工智能数据中心及相关基础设施的计划。电动汽车工厂的出售正是这家日本投 资方这些努力的结果。 本周早些时候，富士康旗下旗舰企业鸿海精密工业股份有限公司，表示已同意以 3.75 亿美元的价格将 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，软银是富士康 此次交易的对手方。 作为软银首期愿景基金投资者的鸿海若参与其中，将极大助力软银创始人孙正义雄心勃勃的计划 —— 在激增的 AI 硬件投资浪潮中占据核心地位。 软银集团作为买方接手了富士康科技集团在俄亥俄州的电动汽车工厂，此举旨在推动这家日本公司与 OpenAI 及甲骨文公司，合作的 5000 亿美元 " 星际之门 " 数据中心项目。 图片来源： Unsplash 据彭博新闻社报道，这家总部位于台北的企业将运营该工厂，并将其用于自身 AI 服务器制造业务。 知情人士称，俄亥俄厂区也可能另作他用，具体方案尚未最终确定。 与此同时， OpenAI 已推进其他使用 Stargate 品牌的数据中心建设。位于 ...

格隆汇8月11日｜据路透引述消息人士称，日本软银集团已选定银行安排日本电子支付工具PayPay最快 在第四季于美国上市，集资逾20亿美元。据悉，牵头今次IPO的投行包括高盛、摩通、瑞穗金融集团及 大摩。 ...

Core Viewpoint - Masayoshi Son, CEO of SoftBank, is betting on artificial intelligence (AI) to revolutionize technology, predicting the arrival of artificial superintelligence (ASI) within the next decade [2][5]. Group 1: SoftBank's AI Strategy - SoftBank has made significant investments in AI firms, aiming to position itself at the forefront of a technological shift [3][5]. - The company acquired chip designer Arm for approximately $32 billion in 2016, which is now valued at over $145 billion, and is focusing on AI infrastructure [6]. - SoftBank plans to invest around 4.8 trillion Japanese yen (approximately $32.7 billion) in OpenAI, among other AI-related companies [7]. Group 2: Historical Context and Vision - Son's vision for AI dates back over a decade, with early discussions about "brain computers" and robotics [11][12]. - The Vision Fund, launched in 2017 with $100 billion in capital, aimed to capitalize on AI advancements but faced challenges due to investments in companies like Uber and WeWork [13][14]. - Despite setbacks, Son remains committed to establishing a robust AI ecosystem that integrates various components of AI technology [9][10]. Group 3: Market Dynamics and Future Outlook - The AI sector is characterized by rapid advancements and high competition, particularly between U.S. and Chinese firms [21][22]. - SoftBank acknowledges the early stage of AI investment and believes there are still significant opportunities ahead [19][23]. - Son's long-term vision includes positioning SoftBank for sustained success over the next 300 years, reflecting his willingness to take substantial risks in pursuit of AI leadership [24][25].

【#软银3.75亿接盘富士康美国电动车工厂#】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。 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。 截至发稿，软银不予置评。富士康尚未置评。（IT之家） ...

智通财经8月8日讯（编辑 史正丞）自从今年1月在白宫宣布"星际之门"项目后，放话要在美国大举投资AI的软银便进入"隐身"状态，直到本周才有了一点实 质性进展。 根据周五的最新消息，本周知名代工集团富士康宣布出售的美国电动车工厂，幕后的买家就是软银。 本周早些时候，富士康子公司鸿海精密披露，将美国俄亥俄州电动汽车工厂作价3.75亿美元出售给一家名为"Crescent Dune"的实体，但未透露该实体的具体 来历。 知情人士表示，难以为"星际之门"项目制定财务蓝图的软银，正试图让富士康加入其在美国建设数据中心及相关基础设施的计划。出售电动汽车工厂的交易 正是相关努力的结果。 据悉，交易完成后该工厂仍由富士康运营，用于AI服务器制造业务。也有知情人士称，这处工厂未来可能会改造成数据中心。 两家公司在战略项目上有着长期的合作经验，包括在10年前一同开发软银人形机器人Pepper。双方今年也曾宣布组建合资公司，业务范围包括在美国建设数 据中心和制造业务，两家公司约定分别出资7.35亿美元。目前并不清楚合资公司与3.75亿美元收购电车厂的关系。 （软银人形机器人Pepper） 坦诚"星际之门"进度慢了 今年1月，站在美国 ...

两家公司曾在十年前合作生产软银的人形机器人"Pepper"。今年，双方成立了一家合资企业，在美国建 设数据中心和制造项目，各投资7.35亿美元。目前尚不清楚软银在该合资企业的投资是否包含收购电动 汽车工厂的3.75亿美元。 软银正在考察多个潜在地点，作为"星际之门"项目的旗舰站点，并权衡这些地点的水源、电力和通信网 络接入情况。值得一提的是，软银本周表示，"星际之门(Stargate)"项目启动所需时间比预期要长。该公 司首次承认，项目进展缓慢。软银CFO后藤芳光(Yoshimitsu Goto)表示，该公司正试图与包括甲骨文以 及阿布扎比投资集团MGX在内的合作伙伴达成一致意见。后藤芳光称，软银预计很快将开始就其首 个"星际之门"数据中心站点展开"实质性的"谈判。 与此同时，OpenAI已在推进其他使用"星际之门"品牌的数据中心。位于德克萨斯州阿比林的一个项目 在"星际之门"项目宣布之前就已启动。OpenAI还在7月底宣布，将与英国AI云基础设施提供商Nscale和 挪威能源基础设施公司Aker合作，在挪威建设一个名为"星际之门挪威"的人工智能合作项目。这是"星 际之门"在美国外的第二个项目，也是OpenA ...

软银(SFTBY.US)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 (ORCL.US)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，并曾接洽富士康，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，富士康母公司鸿海精密表示，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。 鸿海精密曾投资软银第一期愿景基金，其参与将有助于软银创始人孙正义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。根据此前报道，鸿海精密将负责运营该工厂，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。 两家公司曾在十年前合作生产软银的人形机器人"Pepper"。今年，双方成立了一家合资企业，在美国建 设数据中心和制造项目，各投资7.35亿美元。目前尚不清楚软银在该合资企业的投资是否包含收购电动 汽车工厂 ...

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。 ...

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]

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].