65亿美元现金买断!软银飙升8%,瑞银断言美股抛售潮已终结

Group 1 - SoftBank Group announced a significant strategic development with its subsidiary Silver Bands completing the acquisition of Ampere Computing for $6.5 billion in cash, which will be consolidated into its financial statements from the acquisition date [1] - Following the acquisition news, SoftBank's stock price surged by 8% during intraday trading, reversing a previous downward trend [1] - The global technology stocks showed a collective rebound, with the Nasdaq Composite Index closing up by 0.82%, and major companies like Broadcom and Oracle experiencing significant stock price increases [3] Group 2 - The semiconductor storage sector is gaining attention, with Korean chip stocks like SK Hynix showing active performance, and Morgan Stanley raising target prices for certain memory stocks due to an intensifying shortage in the memory market [4] - Japan's macroeconomic environment faces challenges, with the 10-year government bond yield rising above 1.8%, and a supplementary budget expected to boost economic growth in the short term, although it may increase inflation risks [4] - In the precious metals market, Bank of America maintains a bullish long-term outlook for gold, predicting prices could reach $5,000 per ounce by 2026, despite current overbought conditions [4]