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. has seen a significant stock price increase of over 11% following an upward revision of its full-year profit forecast for its telecom division, reflecting growing optimism about its investments in AI and ARM Holdings [1][3][10]. Group 1: Financial Performance - SoftBank Corp's revenue for the first nine months of fiscal 2025 exceeded expectations, growing by 8% year-on-year to a record 5.2 trillion yen, with operating profit also rising by 8% to 884 billion yen [3][4]. - The full-year revenue forecast for SoftBank Corp has been raised from 6.7 trillion yen to 6.95 trillion yen, and the operating profit target has been significantly increased to 1.02 trillion yen [3][4]. Group 2: Strategic Investments - SoftBank's strategic investments in ARM Holdings, Graphcore, and Ampere Computing, along with a substantial investment in OpenAI, demonstrate a comprehensive approach from AI hardware architecture to AI application layers [3][12]. - The acquisition of Ampere, which focuses on cloud-native processors, enhances SoftBank's position in the AI computing infrastructure ecosystem [7][12]. Group 3: Market Position and Future Outlook - ARM Holdings is experiencing a surge in demand, with its data center-related royalty revenue growing over 100% year-on-year, indicating a shift towards data center business surpassing mobile chip business [6][8]. - The ARM architecture is becoming a foundational element in AI cloud infrastructure, with major companies like Amazon, Google, and Microsoft adopting ARM-based processors for their data centers [9][10]. - SoftBank's founder, Masayoshi Son, aims to position the company as a key player in the global AI landscape, leveraging its significant stakes in ARM and other AI-related companies to capitalize on the AI investment wave [10][11].