软银股价单日暴涨超11%！ 市场愈发认可孙正义“AI雄心壮志”

Core Viewpoint - SoftBank Group Corp. experienced a significant stock price increase of over 11% following an upward revision of its full-year profit forecast for its telecommunications division, reflecting growing optimism around its investments in AI and ARM Holdings [1][2][10]. Financial Performance - SoftBank Corp., the telecommunications subsidiary, reported a record revenue of 5.2 trillion yen for the first nine months of fiscal 2025, an 8% increase year-over-year, and raised its full-year revenue outlook from 6.7 trillion yen to 6.95 trillion yen [4]. - Operating profit also rose by 8% to 884 billion yen, with the company adjusting its strategy to prioritize long-term profitability over subscriber growth [4]. Investment Strategy - SoftBank's investments in ARM Holdings, Graphcore, and Ampere Computing demonstrate a comprehensive strategy from AI hardware architecture to AI application layers, reinforcing its position in the AI infrastructure ecosystem [2][12]. - The acquisition of Ampere, which focuses on cloud-native processors, complements SoftBank's existing holdings and aims to create a powerful ARM architecture server CPU ecosystem [7][10]. Market Sentiment - The market's positive sentiment towards SoftBank's AI ambitions is reflected in the stock price surge, indicating increasing recognition of its long-term strategic vision [2][11]. - Analysts note that the strong rebound in ARM Holdings' stock price has provided additional momentum for SoftBank's share price recovery [4]. AI Infrastructure Development - ARM's architecture is becoming a critical foundation for AI cloud infrastructure, with significant growth in data center-related royalty revenues, expected to surpass mobile chip business in the coming years [6][9]. - The efficiency of ARM-based CPUs in executing AI tasks positions them favorably against traditional x86 architectures, enhancing their appeal for data center applications [9].