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 ...

Group 1 - SoftBank has acquired Foxconn's electric vehicle factory in Ohio to initiate the $500 billion "Stargate" data center project in collaboration with OpenAI and Oracle [1] - Foxconn's parent company, Hon Hai Precision, agreed to sell the factory for $375 million, with SoftBank identified as the buyer [1] - Hon Hai Precision's involvement is expected to support SoftBank's founder Masayoshi Son in capitalizing on the growing AI hardware investment wave [1] Group 2 - SoftBank and Foxconn previously collaborated on the humanoid robot "Pepper" and have established a joint venture to build data centers and manufacturing projects in the U.S., each investing $735 million [2] - SoftBank is evaluating multiple potential sites for the "Stargate" project, considering factors like water supply, electricity, and communication network access [2] - The company has acknowledged that the timeline for launching the "Stargate" project is longer than anticipated, with CFO Yoshimitsu Goto indicating slow progress [2] Group 3 - OpenAI is advancing other "Stargate" branded data center projects, including one in Abilene, Texas, which started before the announcement of the "Stargate" project [3] - OpenAI has announced a collaboration with Nscale and Aker to build a project named "Stargate Norway," marking its first data center initiative in Europe [3] - OpenAI also revealed the "Stargate UAE" project just over two months ago, expanding its international footprint [3]

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。 ...

在市场对人工智能的乐观情绪推动下，软银股价创出新高 来自SMBC日兴证券的分析师Satoru Kikuchi在致投资者的报告中表示，汇率层面的收益也为软银的利润做出了贡 献。他表示，尽管押注AI带来的乐观情绪可能将继续支撑软银股价创历史新高，但随着该公司宣布出售资产以为其 更大规模AI押注提供资金支持，以及回购计划的结束"可能会限制未来的上行空间"。 监管文件显示，软银在3月底将英伟达持仓增至约30亿美元(较上季度10亿美元增长逾两倍)，同时购入价值3.3亿美 元的台积电股票和1.7亿美元的甲骨文公司。毫无疑问，曾经因早期押注阿里巴巴而一战成名的孙正义成功押中这些 AI算力领军者最新一轮涨势，为软银带来巨额投资收益，再加上软银作为ARM最大股东所带来的长期投资收益， 使得投资者们对于软银在AI方面的投资收益愈发有信心，进而不断蜂拥至软银股票。 英伟达，毫无疑问的"AI芯片霸主"，全球首家市值突破4万亿美元的公司，目前股价仍处于涨势如虹的屡创新高"牛 市轨迹"。台积电，则手握全球AI算力产能，需求火爆的AI GPU与AI ASIC都离不开台积电，乘着AI浪潮市值突破 一万亿美元大关。 智通财经APP获悉，在成功 ...

业绩亮眼，软银集团(9984.T)大涨，盘中一度涨近13%，报14190日元。公司最新公布的业绩显示，2025 年第一财季(4-6月)净利润4218亿日元，高于市场预期的1582.3亿日元，去年同期为净亏损1743亿日元。 这是软银连续第二个季度实现盈利。 ...

软银集团股价飙升至纪录高点，此前该公司公布的季度财报转为盈利，得益于对英伟达和初创企业的投 资利得，这对孙正义的人工智能押注带来支撑。软银标志性的愿景基金复苏，再加上出售所持T-Mobile 美国股份等资产，这帮助孙正义加倍押注以通过人工智能硬件领域蓬勃发展获得投资回报。软银集团于 6月出售了价值48亿美元的这家美国电信公司的股份，周四又披露出售价值30亿美元的该公司股份。软 银股价飙升逾10%，创下四个月以来的最大涨幅，收盘有望创下纪录新高。 本文源自：金融界AI电报 ...

Core Insights - SoftBank Group reported a fiscal first-quarter profit of 421.8 billion yen ($2.87 billion), exceeding the expected 127.6 billion yen, marking the second consecutive quarter of profit for the company [2][3] - The Vision Funds segment saw a value increase of $4.8 billion, with a profit of 451.4 billion yen in the quarter, contrasting with a loss in the same period last year [3] Financial Performance - The profit for the quarter ended June represents a significant turnaround from a loss of 174.28 billion yen in the same period last year [2] - SoftBank's recent financial performance is bolstered by gains from older investments in companies like Alibaba, T-Mobile, and Deutsche Telekom [4] Strategic Investments - The company is heavily investing in AI, leading a $40 billion funding round for OpenAI and awaiting the closure of a $6.5 billion acquisition of AI chip firm Ampere Computing [3] - SoftBank is also a key player in the $500 billion Stargate project in the U.S., which focuses on building data centers and AI infrastructure [4]

8月7日软银集团(SFTBY.US)将于本周四发布最新财报，其人工智能领域的大规模投资布局将成为市场 关注的核心。这家日本科技巨头正掀起自2017年、2019年两度推出愿景基金以来最激进的资本扩张浪 潮，分析师与投资者尤为关注其融资策略、回报预期及潜在资产处置计划。 根据伦敦证券交易所汇总的三位分析师平均预测，软银4-6月季度净利润将达1276亿日元(约合8.65亿美 元)，这将是其连续第二个季度盈利，并有望实现四年来首次年度盈利，主要得益于电信业务稳健表现 及后期初创企业估值提升。 为支撑投资需求，软银7月已通过减持T-Mobile(TMUS.US)部分股权套现48亿美元。麦格理分析师保罗· 戈尔丁指出，若外部融资支持不足，软银或启动资产支持融资模式，以旗下其他资产股权作为抵押。 不过，该公司投资组合的复杂性与非上市资产特性，仍导致业绩波动性较高。截至3月底，愿景基金累 计投资亏损已达4.75亿美元，近期退出与利润分配表现欠佳。尽管如此，18位受访分析师中有13位给予 软银股票"买入"或"强力买入"评级，反映市场对其战略转型的期待。 当前人工智能领域估值持续攀升，尽管存在局部泡沫争议，OpenAI近期仍在洽 ...

Group 1 - The core focus of the market is on SoftBank's significant investments in the artificial intelligence sector, particularly its upcoming earnings report and financing strategies [1][2] - Analysts predict that SoftBank's net profit for the April to June quarter will reach 127.6 billion yen (approximately 865 million USD), marking its second consecutive profitable quarter and the potential for its first annual profit in four years [1] - SoftBank is leading a new round of financing for OpenAI, amounting to 40 billion USD, with 22.5 billion USD required to be completed by the end of 2025 [1] Group 2 - To support its investment needs, SoftBank has raised 4.8 billion USD by reducing its stake in T-Mobile [2] - The complexity of SoftBank's investment portfolio and the nature of its non-listed assets contribute to high volatility in its performance, with cumulative investment losses from the Vision Fund reaching 475 million USD as of March [2] - Despite recent challenges, 13 out of 18 analysts surveyed have rated SoftBank's stock as "buy" or "strong buy," indicating market optimism regarding its strategic transformation [2]

Group 1 - OpenAI recently completed a financing round of $8.3 billion, bringing its valuation to $300 billion, with notable investors including Blackstone, TPG, and T. Rowe Price, while SoftBank was absent from this round [1] - OpenAI's annual recurring revenue surged from $10 billion in June to $13 billion, with expectations to exceed $20 billion by year-end; the number of paid enterprise users for ChatGPT grew explosively from 3 million to 5 million, and weekly active users surpassed 700 million [3] - The absence of SoftBank in the recent financing round raises concerns about the partnership dynamics, especially since a previous $40 billion investment led by SoftBank had not materialized as expected, and there are ongoing delays in the AI infrastructure project "Star Gate" [4] Group 2 - The latest valuation of $300 billion positions OpenAI significantly ahead of competitors, as the race for funding in the generative AI sector intensifies, with competitors like Anthropic also seeking substantial investments [5] - Anthropic is expected to raise up to $5 billion in its latest funding round, potentially increasing its valuation to $170 billion, nearly tripling from $61.5 billion earlier this year [5] - OpenAI's CEO Sam Altman emphasized the imminent release of GPT-5, which is anticipated to be a more powerful model integrating multimodal capabilities and advanced reasoning, with a potential launch in early August [6]