智通财经10月9日讯（编辑 史正丞）昨夜今晨，随着英伟达CEO黄仁勋的发声，科技股上涨浪潮推动 标普500指数、纳斯达克指数再创历史新高。 早些时候因法国政治僵局出现进展，欧洲股指普遍走高，斯托克600指数、德国DAX指数、英国富时100指数均创历史新高。越南基准股指也在升入富时罗 素新兴市场指数的利好带动下创出历史新高。本周早些时候，日经225指数也在主张财政宽松的高市早苗有望出任新首相影响下创出新高。 | 标的 | 周三涨跌 | 10月1-8日涨跌 | | --- | --- | --- | | 恒生指数 | -0. 48% | -0. 10% | | 日经225指数 | -0. 45% | 6.24% | | 越南胡志明指数 | 0. 74% | 2. 17% | | 斯托克600指数 | 0. 79% | 2. 80% | | 德国DAX指数 | 0. 87% | 3.00% | | 法国CAC40指数 | 1.07% | -0. 26% | | 英国富时100 | 0. 69% | 2. 12% | | 纳斯达克指数 | 1.12% | 1. 69% | | 标普500指数 | 0. 58% | 0 ...

Core Viewpoint - SoftBank Group's stock surged nearly 10% following the announcement of its plan to acquire ABB's robotics business for $5.375 billion [1] Group 1 - SoftBank Group's acquisition of ABB's robotics business is valued at $5.375 billion [1] - The announcement has positively impacted SoftBank's stock performance, leading to a significant increase in share price [1]

每经AI快讯，10月9日，软银股价持续走高，现涨超9%。 ...

Economic Outlook - JPMorgan Chase CEO Jamie Dimon warns of a potential U.S. recession in 2026 despite a recent GDP growth of 3.8% [2][8] - Ongoing government shutdowns and policy uncertainties are highlighted as contributing factors to future economic weakness [2][8] Geopolitical Developments - Taiwan's Defence Ministry reports an increase in 'grey zone' attacks and hybrid warfare tactics from China [3][8] - Former President Donald Trump is actively pursuing peace deals for the Gaza war and urging an end to the Ukraine conflict [3][8] Corporate News - SoftBank's stock surged by up to 13% following its announcement to acquire ABB's robotics arm for $5.375 billion, expected to enhance profit growth driven by AI [4][8] - HSBC is reportedly offering a $13.6 billion deal to delist its local Hong Kong unit, with ongoing discussions about commercial real estate risks [6][8] - A creditor of First Brands has warned that approximately $2.3 billion has "simply vanished" [6] Market Performance - The US Dollar Index (DXY) has fluctuated, drifting below 99.00 amid a continued U.S. government shutdown [5][8] - The Thai Baht (THB) weakened to 32.610 per USD, its lowest level since August 22 [5][8] - Taiwan's stock market reached a new record high of 27,463.12 points, gaining 1.5%, driven by optimism in the semiconductor and AI sectors [6][8]

智通财经APP获悉，据知情人士透露，软银集团(SFTBY.US)旗下英国芯片设计公司Graphcore计划本周 随英国首相访印时宣布将在印度投资10亿英镑(约13亿美元)，其中核心项目是在印度班加罗尔设立一个 新的研发枢纽，并在未来五年内招聘约500名员工。但Graphcore与软银方面均拒绝置评。 印度被视为潜在的重要AI赛场，14亿人口规模推动农业、教育、制造业等行业加速采用AI技术提升效 率。尽管当前AI收入占比尚小，但英伟达、微软(MSFT.US)、Meta(META.US)等科技巨头均将其视为中 国之外最具增长潜力的经济体。 为此，政府设立7600亿卢比(约86亿美元)专项基金吸引国际芯片厂商，但目前尚未有大型半导体企业承 诺大规模投资。现有重大项目包括塔塔集团与中国台湾省力晶半导体合资的110亿美元晶圆厂，以及美 光科技(MU.US)30亿美元封测工厂。 另据报道，OpenAI正寻求本土合作伙伴建设至少1吉瓦(GW)规模的数据中心。 中美科技竞争背景下，印度战略地位持续攀升，但其AI基础设施仍处发展阶段。印度总理莫迪推动本 土半导体产业，目标年底前实现"印度制造"芯片上市，尽管初期产品聚焦成熟制程 ...

Graphcore, the British chip designer owned by SoftBank, is planning to announce a $1.3 billion investment package in India that includes a new research hub https://t.co/TBKNyUAyy6 ...

In today's Bloomberg Deals: We break down why Japan is brimming with private equity targets. Also, SoftBank is buying an ABB division and Ari Emanuel raises money for his new company. https://t.co/1E7XVRGeYl ...

SoftBank says this acquisition will help it dive deeper into robotics as it considers physical AI to be the next frontier. https://t.co/RAJcvrcW65 ...

Core Viewpoint - Oracle's stock rose over 1.4%, reaching $288.25, following news of a collaboration with SoftBank Group to provide secure, compliant, and scalable sovereign cloud and AI services for Japanese enterprises [1] Group 1 - SoftBank will launch a new service named Cloud PF Type A, which is based on Oracle Alloy, to offer unique cloud and AI services tailored for the Japanese market [1]

Core Insights - Oracle's stock rose over 1.4%, reaching $288.25, following news of a collaboration with SoftBank Group to provide sovereign cloud and AI services to Japanese enterprises [1] Company Developments - SoftBank will launch a new service named Cloud PF Type A, which is based on Oracle Alloy, aimed at delivering unique cloud and AI services specifically for the Japanese market [1]