受大宗商品巨幅波动引发的紧张情绪推动，昨夜今晨，美股三大指数集体收跌。 截至收盘，标普500指数跌0.35%，报6905.74点；纳斯达克综合指数跌0.5%，报23474.35点；道琼斯工业平均指数跌0.51%，报48461.93点。 （标普500指数日线图，来源：TradingView） 本周也是经济日程相当清淡的一周，投资者将在周二（北京时间周三凌晨）迎来美联储12月会议纪要，下一个重要日程就是迎接元旦假期的到来。 作为日内全球市场的焦点，这一轮金属上涨狂潮的"带头大哥"白银日内巨震，Comex白银期货创出每盎司82美元新高后跳水至71.6美元，黄金、铂金、钯金 等品种也携手下挫。矿业板块集体下跌，First Majestic Silver跌4.13%、纽曼矿业跌5.64%，锂矿巨头美国雅宝也跌3.62%。 | < W | COMEX白银 | | | | | | --- | --- | --- | --- | --- | --- | | | SI.CMX | | | | | | 71.640 | | 昨结 | 77.196 总手 | | | | -5.556 | -7.20% 开盘 | | 80.000 ...

Group 1: SoftBank's Acquisition of DigitalBridge - SoftBank Group is acquiring DigitalBridge Group for approximately $4 billion in cash, representing a 65% premium to DigitalBridge's recent trading and 50% over its 52-week average [2][3] - This acquisition aims to significantly enhance SoftBank's presence in the data center and artificial intelligence infrastructure sectors [2][3] - DigitalBridge will continue to operate as a separately managed platform, with the transaction expected to finalize in the second half of 2026, pending regulatory approvals [3] Group 2: Geopolitical Tensions and Oil Prices - Global markets are experiencing increased geopolitical instability, leading to a rise in crude oil prices, with January WTI crude oil futures increasing by 1.38% and reaching $58.15 a barrel [4][5] - The surge in oil prices is attributed to ongoing tensions in the Middle East and other regions, including Venezuela and Russia [5] Group 3: Ukraine's Financial Aid Challenges - Ukraine is facing a potential reduction in anticipated EU funds, with expected disbursements dropping to approximately €2.5 billion instead of the planned €4.5 billion due to unmet indicators [6] - Despite the EU having disbursed €3.5 billion in April 2025, the total support for Ukraine stands at €19.6 billion [6] - A Russian envoy has accused the EU and UK of undermining a peace plan proposed by former U.S. President Trump, indicating ongoing geopolitical complexities surrounding the Ukraine conflict [7]

Core Viewpoint - SoftBank is acquiring Digital Bridge, a data center firm, for $4 billion, indicating a strong push towards building AI infrastructure [1][2]. Company Actions - SoftBank's founder, Masayoshi Son, emphasizes the urgent need for AI infrastructure, leading to the acquisition of Digital Bridge at $16 per share in cash [1][2]. - Son has liquidated nearly $6 billion worth of Nvidia stock to fund AI infrastructure investments, showcasing a strategic shift towards owning physical data center assets [3][4]. Industry Trends - The data center acquisition landscape is heating up, with major players like BlackRock and Microsoft closing a $40 billion deal for Align Data Centers, marking the largest data center acquisition to date [5]. - The demand for data centers is driven by the increasing need for computing power for AI applications, prompting companies to secure existing data center capacity rather than building new facilities [6]. Competitive Landscape - Other companies are also making significant moves in the data center space, including Blackstone's acquisition of Air Trunk for approximately $16 billion and Google's purchase of Intersect for nearly $5 billion [5]. - The competition for data center space is likened to a land grab, as companies rush to secure server space before others do [6][7]. Future Outlook - SoftBank's acquisition of Digital Bridge allows for immediate access to existing data center capacity, with potential for future leases as current agreements expire [8][10]. - The ongoing delays in building new AI infrastructures, such as Micron's project in New York, highlight the urgency for companies to solidify their data center capabilities [9][10].

SoftBank Group Corp. has agreed to acquire DigitalBridge Group Inc. (DBRG) for $16 per share in cash, valuing the digital infrastructure investor at approximately $4 billion including debt.The acquisition enhances SoftBank’s position in the AI-driven data center boom, providing access to DigitalBridge’s $108 billion in assets under management and its portfolio of leading operators such as DataBank, Vantage Data Centers, and Switch Inc.The transaction, expected to close in the second half of 2026 pending reg ...

SoftBank Group will acquire digital infrastructure investor DigitalBridge Group in a deal valued at $4bn, the companies said on Monday, as the Japanese investment firm looks to deepen its AI-related portfolio.The acquisition would expand SoftBank’s exposure to digital infrastructure as the Japanese conglomerate is positioning its portfolio to focus on artificial intelligence. SoftBank’s billionaire founder Masayoshi Son is seeking to capitalize on surging demand for the computing capacity that underpins art ...

软银集团同意收购私募股权公司DigitalBridge Group Inc.，这笔交易对这家数据中心投资公司的估值为 40亿美元，包括债务在内。 公司周一在声明中表示，软银将以每股16美元现金收购在纽约上市的DigitalBridge。此次收购是软银加 码投资为人工智能热潮提供支撑的数字基础设施的一部分。 软银的亿万富豪创始人孙正义希望利用人工智能热潮带来的数字基础设施需求激增的契机。过去一年， 该领域涌现出一波数十亿美元的交易，主要集中在数据中心以及构建和运行这项技术所需的算力。 DigitalBridge是专注于数字基础设施的最大投资机构之一。DigitalBridge的网站显示，截至9月底，该公 司管理的资产规模约为1080亿美元。 截至发稿，DigitalBridge股价上涨9.7%，至15.28美元，略低于收购价。公司表示，此次交易较12月26日 的收盘价溢价15%。 这笔交易仍需获得监管批准，有望在2026年下半年完成。 责任编辑：李桐 软银集团同意收购私募股权公司DigitalBridge Group Inc.，这笔交易对这家数据中心投资公司的估值为 40亿美元，包括债务在内。 公司周一在声明中 ...

软银宣布将以每股16美元的价格以现金形式收购投资公司DigitalBridge，预计交易将于2026年下半年完 成。DigitalBridge美股盘前现涨超31%。 (本文来自第一财经) 软银宣布将以每股16美元的价格以现金形式收购投资公司DigitalBridge，预计交易将于2026年下半年完 成。DigitalBridge美股盘前现涨超31%。 (本文来自第一财经) ...

智通财经APP获悉，周一，DigitalBridge(DBRG.US)盘前股价走高，截至发稿，该股涨超9.7%，报15.29 美元。消息面上，软银集团宣布同意收购该公司。根据双方声明，软银将以每股16美元的现金收购 DigitalBridge全部流通股。此举是软银加码布局支撑人工智能(AI)浪潮的数字基础设施的重要一步，旨 在把握AI带动的数据中心与算力需求激增。 DigitalBridge是专注数字基础设施投资的头部机构之一。公司官网显示，截至9月底，其资产管理规模约 1080亿美元。本次交易价格较DigitalBridge12月26日收盘价溢价约15%，预计将在2026年下半年完成， 仍需获得监管批准。 ...

周一，DigitalBridge(DBRG.US)盘前股价走高，截至发稿，该股涨超9.7%，报15.29美元。消息面上，软 银集团宣布同意收购该公司。根据双方声明，软银将以每股16美元的现金收购DigitalBridge全部流通 股。此举是软银加码布局支撑人工智能(AI)浪潮的数字基础设施的重要一步，旨在把握AI带动的数据中 心与算力需求激增。 DigitalBridge是专注数字基础设施投资的头部机构之一。公司官网显示，截至9月底，其资产管理规模约 1080亿美元。本次交易价格较DigitalBridge12月26日收盘价溢价约15%，预计将在2026年下半年完成， 仍需获得监管批准。 ...

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of DigitalBridge Group, Inc. (NYSE: DBRG) to SoftBank Group Corp. for $16.00 per share in cash is fair to DigitalBridge shareholders. Halper Sadeh encourages DigitalBridge shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns w. ...