Masayoshi Son's Shift From 'Defense' To 'Offense' Worked As Arm, AI Drive SoftBank Stock To 24-Year High
Masayoshi Son's Shift From 'Defense' To 'Offense' Worked As Arm, AI Drive SoftBank Stock To 24-Year High
SoftBank Group Corp (OTCPK: SFTBF) (OTCPK: SFTBY) hit a 24-year high of 11,190.00 Japanese yen per share.
SoftBank Group Corp (OTCPK: SFTBF)（OTCPK: SFTBY）股價創下每股11,190.00日元的24年新高。
This broke the earlier intraday record high of 11,000 yen made on Feb. 15, 2000. SoftBank stock's surge is attributable to strategic moves in AI and a strong performance by its chip-design subsidiary, Arm Holdings Plc (NASDAQ:ARM).
這打破了早在2000年2月15日創下的11,000日元的盤中歷史紀錄高點。SoftBank的股價上漲歸因於人工智能的戰略舉措和其芯片設計子公司Arm Holdings Plc（NASDAQ：ARM）的強勁表現。
A Boost from Arm
來自Arm的推動
The British chip designer Arm, which SoftBank acquired in 2016, has played a pivotal role in this resurgence, reported CNBC.
報道稱，英國芯片設計商Arm，即SoftBank在2016年收購的公司，在這次復甦中發揮了關鍵作用。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
Arm's stock has surged nearly 124% this year, fueling SoftBank's impressive market performance. This spike highlights the growing value of Arm's intellectual property, particularly in sectors like automotive and cloud data centers.
Arm的股票今年上漲近124％，推動了SoftBank的強勁市場表現。此次飆升突顯了Arm知識產權的不斷增值，尤其是在汽車和雲數據中心等行業。
SoftBank's 90% stake in Arm is now a significant asset, contributing heavily to the parent company's market cap.
SoftBank對Arm的90％控股現在是一個重要資產，對母公司的市值做出了重要貢獻。
Vision Fund Rebounds
Vision Fund的復甦
SoftBank's Vision Fund, despite past volatility, has shown signs of recovery. The fund, which faced setbacks from investments in companies like WeWork and various Chinese tech firms, is now posting better financial results. This turnaround is buoyed by the broader recovery in tech stocks and a strategic shift towards AI investments.
儘管遭受了WeWork和各種中國科技公司的投資挫折，SoftBank的Vision Fund顯示出復甦的跡象。該基金現在正在發佈更好的財務結果，這次轉變是受到科技股的大局復甦和向人工智能投資的戰略轉變的推動。
Read Also: Masayoshi Son's SoftBank Negotiates $10B Energy Project Funding With Banks: Report
閱讀更多：Masayoshi Son的SoftBank與銀行協商100億美元的能源項目融資
Son's AI Ambitions
Son的人工智能抱負
Masayoshi Son, SoftBank's founder, is betting big on artificial intelligence. After a record $32 billion loss in 2023, Son announced a shift from "defense" to "offense," focusing on AI opportunities. His vision includes developing an AI ecosystem that leverages SoftBank's diverse tech investments. This bold move is aimed at positioning SoftBank at the forefront of the AI revolution.
SoftBank的創始人Masayoshi Son大力押注人工智能。在2023年創下320億美元的紀錄性虧損之後，Son宣佈從"防禦"轉向"攻勢"，專注於人工智能機會。他的願景是開發一個利用SoftBank各種技術投資的人工智能生態系統。這個大膽的舉動旨在將SoftBank定位於人工智能革命的前沿。
Read Also: Masayoshi Son's SoftBank To Raise $1.86B Through Bond Issuance For AI Investment And Debt Repayment
閱讀更多：Masayoshi Son的SoftBank通過債券發行籌集18.6億美元用於人工智能投資和債務償還
Strategic Moves
戰略舉措
SoftBank's recent inclusion in the Russell 3000 index and a $150 million investment from Coatue to expand its AI infrastructure are further signals of its aggressive growth strategy. Analysts from CLSA and Macquarie highlight SoftBank's foresight in AI investments as a key driver for future value. They also note the current discount in SoftBank's stock price relative to its asset value, suggesting potential for further appreciation.
SoftBank最近被納入羅素3000指數，而Coatue對擴展其人工智能基礎設施的投資達1.5億美元，是其積極增長策略的進一步信號。來自CLSA和Macquarie的分析師強調SoftBank在人工智能投資方面的遠見是未來價值的關鍵驅動因素。他們還指出，相對於資產價值，SoftBank的股價目前存在折價，暗示着潛在的進一步升值。
As SoftBank navigates the tech landscape with strategic investments in AI and a solid performance from Arm, its stock is positioned for continued growth. Investors seem to be buying into the Arm story, if not the broader SoftBank narrative, marking a significant shift in market sentiment. With AI at the helm, SoftBank's journey to new peaks appears just beginning.
隨着SoftBank通過對人工智能的戰略投資和Arm的表現中站穩了腳跟，其股價準備繼續增長。投資者似乎正在買進Arm的故事，如果不是更廣泛的SoftBank敘事，標誌着市場情緒的顯着變化。在人工智能的指引下，SoftBank的崛起似乎才剛剛開始。
- Elliott's Bold Play: SoftBank's AI Dreams Vs. Investor Demands
- 艾略特的大膽舉動：軟銀的人工智能夢想與投資者的需求
Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。