Core Viewpoint - SoftBank Group, led by Masayoshi Son, is making significant moves in the AI and robotics sectors, including a $5.375 billion acquisition of ABB's robotics business and plans to borrow $5 billion for further investment in OpenAI [1][2][4]. Group 1: Investment and Acquisitions - SoftBank Group is negotiating with global banks to secure a $5 billion loan, which will be used for additional investments in OpenAI [1][5]. - The acquisition of ABB's robotics division for $5.375 billion is seen as a strategic move to enhance SoftBank's position in the AI and robotics market [2][3]. - Following the announcement of the ABB acquisition, SoftBank's stock surged over 13% on October 9, reaching a historical high, with a market capitalization exceeding 34 trillion yen [1][2]. Group 2: Financial Performance and Market Reaction - On October 9, SoftBank's market capitalization increased by approximately 3.46 trillion yen (about 161.5 billion yuan) due to the positive market reaction to the ABB acquisition [2]. - Over the past six months, SoftBank's stock has risen nearly 300%, driven by investor enthusiasm for AI-related stocks [2]. Group 3: Strategic Vision and Future Plans - SoftBank's acquisition of ABB's robotics business is part of a broader strategy to integrate AI with robotics, which Son describes as the next frontier for the company [4]. - The deal is expected to be completed by mid-2026 and will generate approximately $5.3 billion in cash for ABB, which will be reinvested into growth and shareholder returns [3]. - SoftBank's ongoing investment in OpenAI, which includes a commitment of up to $400 billion, reflects its ambition to lead in the AI sector [4][5]. Group 4: Global Expansion and AI Infrastructure - SoftBank is also collaborating with Oracle to provide sovereign cloud and AI services in Japan, aiming to support critical infrastructure [6]. - The company plans to invest £1 billion (approximately $1.3 billion) in India through its subsidiary Graphcore, focusing on establishing a new R&D hub [6][7]. - India is viewed as a significant market for AI adoption, with the government promoting local semiconductor production to attract international investment [7].

Market Overview - The three major U.S. stock indices opened higher, with the Dow Jones up 0.27%, S&P 500 up 0.19%, and Nasdaq Composite up 0.26% [1] Gold Market - Gold stocks rose, with Hecla Mining, Alamos Gold, Kinross Gold, and Harmony Gold each gaining over 3% - On October 8, gold prices continued their upward trend, reaching intraday historical highs, with New York gold futures touching $4,071.50 per ounce and London spot gold reaching $4,049.43 per ounce - As of October 8, 20:25 Beijing time, December gold futures on the New York Mercantile Exchange were reported at $4,060.60 per ounce, up 1.40%, while London spot gold was at $4,037.35 per ounce, up 1.35% [2] Semiconductor Sector - The semiconductor sector showed mixed performance, with the Philadelphia Semiconductor Index rising 1.3% - Micron Technology increased by over 3%, while Nvidia, Broadcom, and TSMC rose over 2% - Intel and ASML saw declines of over 1% - Nvidia's CEO confirmed an investment in Elon Musk's startup xAI, expressing excitement about the deal and a desire for further investment [2] Oracle and SoftBank Collaboration - Oracle's stock rose over 1.4%, closing at $288.25 - SoftBank Group is collaborating with Oracle to provide secure, compliant, and scalable sovereign cloud and AI services for Japanese enterprises, launching a new service called Cloud PF Type A based on Oracle Alloy [2] Rare Earth Sector - Rare earth concept stocks collectively surged, with Critical Metals soaring nearly 19% after signing an agreement with Realloys Inc to secure 15% of TanBreeze's output - United States Antimony rose nearly 11%, and Energy Fuels increased by over 4% [3] Chinese Concept Stocks - Most popular Chinese concept stocks opened higher, with the Nasdaq Golden Dragon China Index up 0.5% - NetEase and NIO each rose over 3%, while Bilibili increased by over 2% [4]

甲骨文涨超1.4%，报288.25美元。消息面上，软银集团与甲骨文合作，旨在为日本企业提供安全、合规 且可扩展的主权云和人工智能服务。软银将推出名为Cloud PF Type A的新服务，该服务基于Oracle Alloy，为日本市场提供软银独有的云和AI服务。 来源：滚动播报 ...

甲骨文(ORCL.US)涨超1.4%，报288.25美元。消息面上，软银集团与甲骨文合作，旨在为日本企业提供 安全、合规且可扩展的主权云和人工智能服务。软银将推出名为Cloud PF Type A的新服务，该服务基 于Oracle Alloy，为日本市场提供软银独有的云和AI服务。(格隆汇) ...

Market Overview - Major US indices experienced declines, with the Dow Jones Industrial Average down by 171.5 points (-0.37%) to 46121.28, and the Nasdaq down by 75.61 points (-0.33%) to 22497.86 [2] - European indices showed mixed results, with the UK FTSE 100 up by 27.11 points (0.29%) to 9250.43, while the German DAX rose by 55.48 points (0.23%) to 23666.81 [2] - Asian markets saw positive movements, with the Shanghai Composite Index up by 31.81 points (0.83%) to 3853.64 and the Shenzhen Component Index up by 236.32 points (1.80%) to 13356.14 [2] Trade and Economic Policies - The US government announced the implementation of a trade agreement with the EU, imposing a 15% tariff on EU imported cars and automotive products starting August 1 [4] - US Treasury Secretary Bessent criticized the Federal Reserve's current interest rate policy, advocating for a reduction of 100-150 basis points by year-end [5] - Russian Prime Minister Mishustin projected a 1.3% GDP growth for Russia in 2026, with a total expected growth of around 7% over the next three years [6] Corporate Developments - Oracle initiated a $18 billion bond issuance, marking the second-largest bond sale in the US investment-grade market since 2025, with demand reaching nearly $88 billion [8] - Intel is reportedly seeking investment from Apple as part of its recovery plan, with discussions also ongoing with other companies [10] - Amazon's autonomous driving subsidiary Zoox applied for regulatory exemptions to deploy 2500 self-driving cars, significantly expanding its operational capacity [12] - SAP and OpenAI, in collaboration with Microsoft, are developing a "German version of OpenAI" aimed at providing sovereign cloud AI services by 2026 [12] - Alibaba Cloud and NVIDIA are partnering to advance physical AI applications, integrating NVIDIA's software stack into Alibaba's AI platform [12]

Group 1 - Apple has lost top AI robotics researcher Jian Zhang to Meta's Robotics Studio, along with other employees who joined OpenAI and Anthropic [5][6] - SAP announced plans to invest over €20 billion in "sovereign cloud" over the next decade to support AI ambitions in Europe, ensuring compliance with data protection regulations [5][6] - NVIDIA responded to rumors about limited supply of H100/H200 chips, stating that inventory is sufficient to meet customer demand and that recent sales performance of H20 chips will not impact overall operations [6][7] Group 2 - Analysts predict that Apple will launch foldable iPhones and iPads in the coming years, utilizing ultra-thin glass, which is more challenging and costly to produce than traditional glass [10][11] - The forecast for foldable iPhone shipments has been raised from 6-8 million to 8-10 million units by 2026, with expectations of 20-25 million units by 2027 [11][12] - Expected shipments for foldable iPads in 2028 are projected to be between 500,000 and 1 million units [12]

周二（9月2日），美股三大指数集体收跌。 截至收盘，道琼斯指数跌0.55%，报45295.81点；标普500指数跌0.69%，报6415.54点；纳斯达克综合指数跌0.82%，报21279.63点，盘中三 大指数一度跌超1%。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 道琼斯指数 | e | 45295.81 | -249.07 | -0.55% | | 标普500指数 | | 6415.54 | -44.72 | -0.69% | | 纳斯达克综合指数 | | 21279.63 | -175.92 | -0.82% | 据新华社报道，美国联邦巡回上诉法院8月29日裁定，美国总统特朗普批准对多国征收关税时援引的法律实际上并没有赋予其征收这些税 款的权力。 根据裁决书，该裁决10月14日之前不会生效，以便特朗普政府向美国最高法院提出上诉。 分析认为，如果特朗普关税最终被裁定违法，美国联邦政府可能不得不退还数十亿美元，将使该国本已紧张的财政状况进一步恶化，这一 预期推高了美债收益率。 富国银行投资研究所高级全球市场策略师Scott W ...