ABB是全球工业机器人4大巨头之1。软银集团从ABB手中收购机器人业务的目的是通过把AI 与机器人相融合，来主导制造领域的革新。在这一领域，英伟达也正在与安川电机一同寻找 业务机会…… 日本软银集团（SBG）10月8日发布消息称，将收购瑞士ABB的机器人业务。总收购额为 53.75亿美元，目标是在2026年内完成收购。软银集团此前一直针对数据中心、半导体等人 工智能（AI）领域加大投资，将把投资领域扩大至机器人领域。 ABB将把机器人部门分拆成独立公司，软银集团将通过旗下子公司收购新公司的全部股份。 本次收购将接受欧洲、中国、美国反垄断部门的审查并推进相关程序。 软银集团的会长兼社长孙正义（7月的演讲） 软银集团的会长兼社长孙正义就此次收购表示："下一个前沿领域是（机器人及自动驾驶等） 物理AI（Physical AI）"。他进一步强调："通过将（超越人类智慧的）超级人工智能（ASI） 与机器人技术相融合，实现开创人类未来的划时代进化"。 在全球工业机器人市场，ABB的份额排在第2～3位。ABB在运用"数字孪生"（在虚拟空间中 重现工厂内的场景）技术方面处于领先地位。日本国内的同行企业指出，"在机器人巨头中， ...

Core Viewpoint - SoftBank Group's stock surged nearly 10% following the announcement of its plan to acquire ABB's robotics business for $5.375 billion [1] Group 1 - SoftBank Group's acquisition of ABB's robotics business is valued at $5.375 billion [1] - The announcement has positively impacted SoftBank's stock performance, leading to a significant increase in share price [1]

每经AI快讯，10月9日，软银股价持续走高，现涨超9%。 ...

Core Viewpoint - SoftBank's stock price surged by 13% following the announcement of its plan to acquire ABB Group's robotics business for approximately $5.4 billion, boosting market expectations for profit growth in its artificial intelligence sector [1][1][1] Company Summary - SoftBank has agreed to acquire the industrial robotics division of Swiss industrial group ABB for about $5.4 billion, which has led to a significant increase in its stock price, marking the largest gain since August 8 [1][1][1] - The acquisition is expected to enhance investor optimism regarding SoftBank's investments in robotics and its profit opportunities in the industrial AI sector [1][1][1] Industry Summary - The acquisition is likely to elevate market expectations for growth in Japan's entire industrial robotics industry, benefiting domestic manufacturers such as Yaskawa Electric [1][1][1] - The move into the "physical AI" sector is seen as a step towards what is being referred to as the next industrial revolution [1][1][1]

Core Viewpoint - ABB has signed an agreement to sell its robotics business unit to SoftBank Group for a valuation of $5.375 billion, abandoning its previous plan for an independent IPO of the robotics unit [1] Group 1: Transaction Details - The transaction is subject to regulatory approval and is expected to be completed in the second half of 2026 [1] - ABB's robotics business unit is projected to generate revenue of $2.3 billion in 2024 [1] Group 2: Company Background - ABB is one of the four largest robotics companies globally [1]

10月9日，ABB中国官方微信公众号透露，ABB已签署协议将其机器人业务单元出售给软银集团，企 业估值53.75亿美元，不再推进此前拟定的机器人业务独立上市计划。该交易尚需获得监管机构批准， 预计将于2026年中后期完成。ABB是全球四大机器人公司之一，其机器人业务单元2024年收入为23 亿美元。（第一财经记者 王珍） ...

Economic Outlook - JPMorgan Chase CEO Jamie Dimon warns of a potential U.S. recession in 2026 despite a recent GDP growth of 3.8% [2][8] - Ongoing government shutdowns and policy uncertainties are highlighted as contributing factors to future economic weakness [2][8] Geopolitical Developments - Taiwan's Defence Ministry reports an increase in 'grey zone' attacks and hybrid warfare tactics from China [3][8] - Former President Donald Trump is actively pursuing peace deals for the Gaza war and urging an end to the Ukraine conflict [3][8] Corporate News - SoftBank's stock surged by up to 13% following its announcement to acquire ABB's robotics arm for $5.375 billion, expected to enhance profit growth driven by AI [4][8] - HSBC is reportedly offering a $13.6 billion deal to delist its local Hong Kong unit, with ongoing discussions about commercial real estate risks [6][8] - A creditor of First Brands has warned that approximately $2.3 billion has "simply vanished" [6] Market Performance - The US Dollar Index (DXY) has fluctuated, drifting below 99.00 amid a continued U.S. government shutdown [5][8] - The Thai Baht (THB) weakened to 32.610 per USD, its lowest level since August 22 [5][8] - Taiwan's stock market reached a new record high of 27,463.12 points, gaining 1.5%, driven by optimism in the semiconductor and AI sectors [6][8]

Group 1 - SoftBank's Graphcore plans to announce a £1 billion ($1.3 billion) investment plan, including the establishment of a new research center in India [1] - The investment announcement is expected during UK Prime Minister Keir Starmer's visit to India, with plans to hire up to 500 employees in Bangalore over the next five years [1] - Graphcore, initially seen as a promising competitor to Nvidia, has struggled to gain commercial traction despite a $2.8 billion valuation in 2020 [1] Group 2 - Nvidia has been actively investing in numerous AI startups, significantly boosting the market, while OpenAI has also made substantial investments in companies building services on its AI models [2] - Following a $100 billion investment agreement between Nvidia and OpenAI, OpenAI confirmed a $300 billion deal with Oracle to build data centers in the U.S. [2] - India is emerging as a significant player in AI, with major global tech companies betting on its growth potential outside of China [2] Group 3 - The U.S.-China tensions have made India more attractive to global tech companies, although its AI infrastructure is still developing [3] - Indian Prime Minister Narendra Modi aims to establish a domestic semiconductor industry, with the first locally manufactured chips expected by the end of the year [3] - The Indian government has set up a ₹760 billion ($8.6 billion) fund to attract international chip manufacturers, but large-scale investments are still lacking [3]

Core Insights - ABB has signed an agreement to sell its robotics business unit to SoftBank Group for a valuation of $5.375 billion, abandoning its previous plan for an independent IPO of the robotics unit [1] - The transaction is subject to regulatory approval and is expected to be completed in the second half of 2026 [1] - ABB is one of the world's top four robotics companies, with projected revenue of $2.3 billion for its robotics business unit in 2024 [1]

Group 1 - On October 9, A-shares' three major indices rose collectively, with the robotics sector showing active performance [1] - The Robotics ETF (159770) initially declined but quickly surged, closing up 0.62% with a trading volume exceeding 850 million yuan, ranking first among similar products in the Shenzhen market [1] - As of September 30, the Robotics ETF (159770) has seen a net inflow of funds for four consecutive days, accumulating over 540 million yuan [1] Group 2 - SoftBank Group announced an agreement to acquire ABB's robotics business for a total of $5.375 billion, which is expected to significantly enhance SoftBank's AI robotics business [1] - Tesla is working to scale up humanoid robots, planning to launch the third generation by the end of 2025 and start mass production in 2026, with a target of producing 1 million units annually by 2030 [2] - The robotics sector is anticipated to enter a mass production phase next year, driven by leading companies in the humanoid robot market, benefiting component manufacturers with excellent manufacturing and management capabilities [2]