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“星际之门”引爆AI军备竞赛!软银(SFTBY.US)乘甲骨文东风 股价剑指历史巅峰 !
智通财经网·2025-09-11 07:09

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]