知情人士透露，软银(SFTBY.US)计划与OpenAI合作成立一家合资企业，旨在为日本的企业客户提供人 工智能服务，但这一计划的进度严重滞后。知情人士表示，该合资企业原定于今年夏天成立，但筹备工 作进展比预期要慢，预计11月会有关于进展情况的最新消息。 软银表示相关准备工作正在推进，但拒绝透露具体细节。OpenAI尚未回应置评请求。 在6月份的股东大会上，软银电信部门首席执行官宫川淳一表示，目标是在7月底成立该合资企业。他还 表示，该企业将要推出的具体产品正在商讨之中。 在经历了因一系列科技投资失败而出现的紧缩期之后，孙正义再次大举投资，支持OpenAI和其他与人 工智能相关的企业。 软银集团首席财务官后藤义光上个月表示，耗资5000亿美元的"星际之门"项目因与各方的长期谈判以及 有关选址的决策问题而被推迟。 据悉，"星际之门"是由OpenAI、软银集团与甲骨文公司联合主导的美国数据中心项目。该项目于2025 年1月由特朗普政府宣布启动，计划四年内投资5000亿美元。 今年2月，软银集团首席执行官孙正义与OpenAI首席执行官萨姆.奥尔特曼宣布将成立合资公司SB OpenAI Japan。软银表示，这家合资 ...

Group 1 - Moody's upgraded SoftBank Group Corp.'s rating from Ba3 to Ba2, but the company criticized the rating as being based on subjective assumptions without factual basis [1][2] - Despite the upgrade, SoftBank's debt remains classified as non-investment grade, often referred to as "junk" in the bond market [1] - The CEO of Fujiwara Capital noted that the rating implies potential difficulties in debt repayment, which could mislead market perceptions [2] Group 2 - Criticism of credit ratings is not uncommon, with historical examples during the global financial crisis and Europe's sovereign debt crisis highlighting the backlash against rating agencies [2] - The "issuer pays" model used by many rating agencies raises concerns about conflicts of interest, although SoftBank's rating was unsolicited, which complicates the argument regarding its basis [2][3] - In Japan, regulations often require investment-grade status for bond purchases, contrasting with the more developed high-yield bond market in the US and other regions [3]

Key TakeawaysUS retail sales demonstrated unexpected strength in July, rising by 0.5%, with August projected to increase by 0.2%, defying a softening labor market and signaling continued consumer resilience despite economic headwinds.Major technology companies, including Microsoft (MSFT), OpenAI (OPENAI), and Oracle (ORCL), are committing hundreds of billions of dollars to expand AI infrastructure globally, with OpenAI alone signing a staggering $300 billion data center pact with Oracle.The labor market sho ...

软银集团正与美国甲骨文公司在巨额投资AI基础设施的"星际之门"（Stargate）计划上展开 合作。软银集团将市值净资产（NAV，从所持股票价值中扣除净有息负债）作为衡量自身企 业价值的标尺，截至6月底其NAV约为32万亿日元。随着今夏美国高科技股上涨，NAV也被认 为有所增加。软银集团的市值则膨胀至26万亿日元多。 9月12日的东京股市中，日经平均股指连续第3个交易日上涨，收盘于4万4768.12点，较前 一交易日上涨395.62点（0.89%）。这是日经平均股指连续3个交易日刷新历史最高纪录。 除了人工智能（AI）相关股票买盘持续外，市场对美联储（FRB）重启降息的期待进一步升 温，投资者的风险偏好增强。作为日本股市特有的利好因素，自民党总裁选举中前经济安全 保障相高市早苗的参选也形成助推。三大买入条件共同推动日本股市上涨。 9月11日的美国股市中，道琼斯30种工业股指数首次突破4万6000点关口，美国主要三大指 数齐创历史新高。与日经平均联动性较高的费城半导体指数（SOX）已连续第6日上涨，并连 续刷新最高纪录。在东京市场，爱德万测试、藤仓等AI相关股票的买盘持续，加上软银集团 （SBG），均连续刷新上 ...

孙正义，再一次站在风口！ 今日（9月11日），日本股市高开高走，日经225指数涨幅超过1%，再创历史新高。孙正义旗下软银集团大涨近10%，股 价创出历史新高，单日市值增长超2万亿日元。 有分析师指出，在甲骨文（Oracle）股价飙升后，全球市场对AI的投资热情再度升温，从而引发更加广泛的科技股反 弹。 软银推动日本股市创新高 最近几天，日本股市持续上行，以软银集团为首的科技股功不可没。9月11日，软银集团股价再度大涨，盘中涨幅一度超 过10%，总市值突破26万亿日元。芯片测试设备制造商爱德万测试涨超4%。此外，被视为数据中心投资风向标之一的电 缆制造商藤仓股价涨近3%。 今年3月31日，OpenAI宣布在软银集团领投的新一轮融资中筹集400亿美元，投资估值为3000亿美元。今年8月份，有媒体 报道称，OpenAI现任及前员工拟向软银、Thrive Capital等投资者出售价值近60亿美元的公司股份，交易完成后公司估值 将达5000亿美元。这意味着，短短几个月的时间，OpenAI的估值就增长了近七成，软银集团对该公司的巨额投资，浮盈 不小。 近日，有外媒报道称，OpenAI大幅上调了到2029年的预期现金消耗 ...

Group 1 - Asian stocks ended mixed, with a drop in U.S. producer prices fueling hopes for Federal Reserve rate cuts, offsetting geopolitical tensions in South Asia [1] - Federal Reserve policymakers are expected to reduce short-term borrowing costs by a modest quarter of a percentage point, with a potential half-point cut if U.S. core CPI data underwhelms [1] - The headline CPI is estimated to have risen 2.9 percent year-on-year in August, the fastest pace since January, while the core measure is likely to hold at 3.1 percent [2] Group 2 - China's Shanghai Composite index rose 1.65 percent to 3,875.31, driven by renewed optimism about artificial intelligence [2] - Hong Kong's Hang Seng index dipped 0.43 percent to 26,086.32 due to profit-taking after reaching a four-year high [3] - Japan's Nikkei average jumped 1.22 percent to 44,372.50, hitting a new record high, boosted by gains in technology shares [4] Group 3 - Technology investor SoftBank surged nearly 10 percent following Oracle's aggressive outlook for its cloud services [5] - Seoul stocks reached a new record high as President Lee Jae Myung announced he would not pursue plans to revise capital gains tax on stock investments, with the Kospi average rising 0.90 percent to 3,344.20 [5] - Australian markets ended slightly lower, with the S&P/ASX 200 dropping 0.29 percent to 8,805, influenced by healthcare stocks and a significant drop in Nine Entertainment shares [6] Group 4 - The dollar rose modestly against a basket of currencies, while gold ticked lower and oil steadied after three days of gains amid geopolitical tensions [7] - U.S. stocks ended mixed, with the S&P 500 rising 0.3 percent and the tech-heavy Nasdaq Composite reaching new record closing highs [8]

14 hours ago Nikkei Notches Another Record. SoftBank Surges as AI Hopes Drive Bull Run. By Fabiana Negrinochoa, Dow Jones Newswires CONCLUDED Stock Market News From Sept. 11, 2025: S&P 500 Hits New High Last Updated: Japan's stock-market rally continued, with the Nikkei Stock Average rising 1.2% to 44372.50—another record high. SoftBank Group was the top gainer, surging 10% to a record close after key partner Oracle won billion-dollar AI deals. Other AI-linked stocks gained, too, with Disco up 6.5% and Adva ...

Group 1 - SoftBank's stock price is expected to reach a historical high in Japan, with a recent increase of 9.2%, peaking at 10% during trading, closing at 17,900 yen (approximately $121.38) [1] - Oracle announced that its unconfirmed performance obligations reached $455 billion by the end of August, with a five-year contract with OpenAI valued at $300 billion [1][2] - The "Gateway to the Stars" project, supported by SoftBank, aims to build AI infrastructure for OpenAI, with total investments potentially reaching $500 billion [1] Group 2 - Oracle's stock surged by 36%, marking its largest single-day percentage increase since 1992, driven by several multi-billion dollar contracts signed in the latest quarter [1] - The partnership between News Corp and OpenAI for content licensing has generated excitement among investors regarding Oracle's future AI-related revenue [3] - Analysts expect continued strong performance for SoftBank, linking its success to Oracle's recent developments and the broader tech-driven bull market [1][3]

Core Insights - The shift of Asia private equity heads to Mumbai reflects a significant reordering of global capital flows, with seven global funds now having their Asia heads based in India, compared to none five years ago [1][19] - These funds collectively manage at least $100 billion in assets, indicating a strong interest in the Indian market as investment opportunities expand across various sectors [2][19] - India's private equity market has matured, with increased deal sizes, a deepened buyout market, and multiple exit avenues emerging over the years [2][19] Investment Trends - Blackstone has approximately $50 billion in private equity and real estate investments in India, identifying it as its best investment market globally, while KKR plans to invest an additional $10 billion in the country [9][19] - The country has captured nearly 41% of private equity capital inflows in emerging markets this year, surpassing China's 34%, highlighting India's growing importance in the private equity landscape [12][19] - Global general partners are raising Asia funds excluding China, allocating 50%-70% to Japan and India, reflecting a strategic pivot towards these markets [8][19] Market Dynamics - Key drivers for the shift towards India include family-owned companies willing to cede majority control, local capital markets capable of handling multi-billion-dollar deals, and an increase in local acquisitions by Indian firms [13][19] - Despite the positive outlook, high company valuations and challenges in the tech startup sector pose risks, with some startups facing significant devaluations [5][15][19] - US-India trade tensions, particularly the doubling of tariffs on goods, introduce uncertainty, potentially slowing capital deployment in the short term [5][16][19]

Klarna Group Plc and some of its shareholders raised $1.37 billion in a US initial public offering priced above a marketed range, according to a person familiar with the matter.The financial technology company and some of its backers sold 34.3 million shares for $40 per share, the person said. The offering had been expected to price above the marketed range, Bloomberg News reported earlier.The IPO ended more than 20 times oversubscribed, the person said, asking not to be identified because the information i ...