以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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SoftBank

159 atoms · 跨 39 天 · 首见 2026-04-15 · 最近 2026-07-03

三色: 🟦 fact 138 · 🟥 take 21 · stance ▲45/▼23/◆33

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 14

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 154

时态: fresh:147 · aging:11 · stale:1

标签: 好数字:85 · 好信源:84 · 好观点:17 · 好思考:5

别名 (合并): Softbank

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

SoftBank 已成为日本市值最大的公司 ¹，其 CEO 称 AI 是下一个万亿美元机遇，并将“AI泡沫”言论视为亵渎 ¹ ¹。公司计划在美国建设 10-GW AI 云平台 ¹，同时在法国承诺投入高达 750 亿欧元建设 AI 设施 ¹。Bernstein 上调其展望，认为市场低估了服务器 CPU 周期的规模和持续性 ¹。然而，SoftBank 杠杆水平极高 ¹，并向 OpenAI 提供的大额贷款已回撤 40% ¹。分析师指出，完全建成 5-GW 项目需要远超已公布承诺的额外融资 ¹，因此该股在长期被视为适合做空的目标 ¹。

🧭 拥挤度 (一人一票): ▲ 11 位作者 (KOL10 · 卖方1) vs ▼ 4 位作者 (KOL4)

⚖️ 多头 10/11 来自KOL

📄 广泛报道的事实 · 10 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

AI投资计划 — 5 源报道 (含4快讯) · X
Son says calling AI a bubble is 'blasphemy' — 2 源报道 · X
margin loan talks stalled — 4 源报道 (含3快讯) · Xnewsletter
CEO在谈判大型数据中心项目 — 3 源报道 (含2快讯) · X
与 NVDA 合作 — 3 源报道 (含3快讯) · X
市值 surpass Toyota — 3 源报道 (含3快讯) · X
OpenAI margin loan effort — 3 源报道 (含3快讯) · X
股价下跌 — 2 源报道 (含1快讯) · X
寻求贷款 — 2 源报道 (含2快讯) · X
margin loan amount — 2 源报道 (含2快讯) · X

🟦 客观事实 (facts) (30)

<a id="atom-b0028735245dba97"></a>🟦 2026-06-10 newsletter·Bloomberg ⭐ · OpenAI抵押贷款谈判 · 融资/贷款
SoftBank Group Corp.'s talks with potential creditors to raise at least $6 billion from a margin loan backed by its OpenAI stake have stalled
tags: 好数字·好信源 · → daily
value: qty=至少$60亿 (从$100亿削减)
<a id="atom-a21cd732ecbe8237"></a>🟦 2026-06-01 X·@zerohedge ⭐ · 市值成为日本最大公司 · 市值/数据中心算力
Tech giant SoftBank has become Japan’s biggest company by market value
tags: 好信源·好数字 · → daily
<a id="atom-559ab1024733d4a0"></a>🟦 2026-05-30 X·@FT ⭐ · 承诺投资额 · 资本开支/数据中心算力
SoftBank pledges €75bn to build Europe’s biggest AI facility in France
tags: 好数字·好信源 · → daily
value: qty=€75bn · date=未明确
<a id="atom-a5254848a631156b"></a>🟦 2026-05-30 X·@Techmeme ⭐ · 投资AI计算集群承诺最高金额 · 资本开支/数据中心算力
SoftBank pledges to invest up to €75B in AI computing clusters in France
tags: 好数字·好信源 · → daily
value: qty=€75B · date= · direction=up to
<a id="atom-7d484d62e9fc02ce"></a>🟦 2026-05-30 X·@Techmeme ⭐ · 首期AI计算集群投资金额 · 资本开支/供给产能
first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France
tags: 好数字·好信源 · → daily
value: qty=€45B · date= · direction=first leading
<a id="atom-1965dc08c01222f6"></a>🟦 2026-05-30 X·@Techmeme ⭐ · AI计算集群规划容量 · 供给产能/数据中心算力
build 3.1GW of capacity by 2031 in Hauts-de-France
tags: 好数字·好信源 · → daily
value: qty=3.1GW · date=2031 · direction=
<a id="atom-d2b01e07c203b506"></a>🟦 2026-05-30 X·@TechCrunch ⭐ · 投资金额上限 · 资本开支
SoftBank says it will invest up to €75 billion to build French data centers
tags: 好数字·好信源 · → daily
value: qty=€75 billion · date=未指定
<a id="atom-bb506e8bd084c668"></a>🟦 2026-05-26 X·@BurritoEveryDay ⭐ · stock price change over five days · 价格动态
Softbank is up 50% in five days on its OpenAi stake, per the WSJ
tags: 好数字·好信源 · → daily
value: qty=+50% · date=2026-05-21 to 2026-05-26
<a id="atom-bb34e118e3fa6d7d"></a>🟦 2026-05-26 X·@HedgieMarkets ⭐ · committed about USD 60 billion to OpenAI · 投融资
SoftBank has committed roughly $60 billion to OpenAI
tags: 好数字·好信源 · → daily
value: qty=$60 billion
<a id="atom-225d71315b76f50b"></a>🟦 2026-05-26 X·@HedgieMarkets ⭐ · took out USD 40 billion bridge facility to fund OpenAI · 投融资
took out a $40 billion bridge facility
tags: 好数字·好信源 · → daily
value: qty=$40 billion
<a id="atom-9ac55b9153730da5"></a>🟦 2026-05-26 X·@HedgieMarkets ⭐ · leveraged margin loan on top of bridge facility costing around 8% interest · 资本开支
layered a margin loan on top, all costing around 8% interest
tags: 好数字·好信源 · → daily
value: qty=8%
<a id="atom-98ac99057dfe79be"></a>🟦 2026-05-24 X·@Techmeme ⭐ · 持有的Twenty One Capital股份价值 · 估值
SoftBank's stake was worth ~$679M
tags: 好数字·好信源 · → daily
value: qty=~$679M · date=2026-05-24
<a id="atom-cbd2c63b1567fd1c"></a>🟦 2026-05-19 X·@business ⭐ · 投资OpenAI金额 · 资本开支/合作客户
SoftBank’s Masayoshi Son has bet $60 billion on Sam Altman and OpenAI
tags: 好数字·好信源 · → daily
value: qty=$60 billion · date=2026-05-19
<a id="atom-0c6d0ed23ffe314a"></a>🟦 2026-05-11 X·@Techmeme ⭐ · 生产规模指引 · 供给产能/数据中心算力
mass produce next-gen data center batteries in Japan at the scale of one GWh per year in FY 2027
tags: 好数字·好信源 · → daily
value: qty=one GWh per year · date=FY 2027
<a id="atom-78f80d51a5bf05a1"></a>🟦 2026-05-08 X·@LiveSquawk ⭐ · OpenAI贷款目标削减幅度 · 融资
Softbank Cuts OpenAI Loan Target By 80% To $6 Billion
tags: 好数字·好信源 · → daily
value: qty=80% · direction=down
<a id="atom-d40177822c0852ef"></a>🟦 2026-06-10 X·@cnfinancewatch · 一周跌20% · 融资/竞争格局
SoftBank一周跌20%：债权人抗拒以OpenAI持股借款，AI叙事动摇
tags: 好数字·好信源 · → daily
value: qty=20% · date=一周
<a id="atom-4444f5d2a9bce62e"></a>🟦 2026-05-30 X·@rdd147 · 1 GW 数据中心成本基础 · 资本开支
SoftBank gives the lowest cost basis yet for 1 GW data center at $17.5 billion.
tags: 好数字·好信源 · → daily
value: qty=$17.5 billion · date=NA
📷 原图
<a id="atom-10513fe65df7f31d"></a>🟦 2026-05-06 X·@zubo_semicon [老化中] · Intelと協業し、富岳NEXT向け新メモリーを開発 · 技术路线/合作客户
ソフトバンクとインテル、富岳NEXTに新メモリー　「磁界結合」でHBM超え
tags: 好观点·好信源 · → daily
<a id="atom-57d1b24ad2f4e202"></a>🟦 2026-07-02 X·@Techmeme · SB Neo 目标 AI 容量 · 数据中心算力/资本开支
aiming to provide 10GW of capacity in the US by 2030
tags: 好数字 · → daily
value: qty=10GW · date=2030
<a id="atom-bffd3278b8824e3f"></a>🟦 2026-06-25 X·@Techmeme · 股价下跌 · 价格动态
SoftBank fell 12%
tags: 好数字 · → daily
value: qty=-12% · date=2026-06-26
<a id="atom-3131f2e76d6297a8"></a>🟦 2026-06-10 X·@zerohedge · margin loan attempt to OpenAI · 融资
SoftBank Attempt To Get Downsized $6 Billion OpenAi Margin Loan Stalls
tags: 好数字 · → daily
value: qty=$6B · direction=downsized
<a id="atom-8aecb06c6cfd0a8f"></a>🟦 2026-06-01 X·@Techmeme · 市值 surpass Toyota · 市值/竞争格局
SoftBank becomes Japan's biggest company by market value after hitting an all-time high, overtaking Toyota
tags: 好数字 · → daily
value: direction=overtaking
<a id="atom-25c62e7a94db2293"></a>🟦 2026-05-25 X·@Techmeme · 股价涨幅 · 价格动态
SoftBank stock jumped 4.6% to a record high on Monday
tags: 好数字 · → daily
value: qty=4.6% · date=2026-05-25
<a id="atom-98dea569a98db749"></a>🟦 2026-05-20 X·@KobeissiLetter · 股价涨幅 · 价格动态
SoftBank stock surges over +15%
tags: 好数字 · → daily
value: qty=+15% · direction=up
📷 原图
<a id="atom-f5cc7ebf1064bf75"></a>🟦 2026-05-13 X·@Techmeme · Q4 net income · 盈利能力
SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est.
tags: 好数字 · → daily
value: qty=$11.6B · date=Q4
<a id="atom-a3ee9fc97db1f5a5"></a>🟦 2026-06-23 X·@business · CEO tenure plan · 管理层表态
SoftBank’s Masayoshi Son said he plans to hold onto the top spot at the technology group he founded for another decade or more
tags: 好信源 · → daily
value: date=下一个十年以上
<a id="atom-3f69949bd2ff5e64"></a>🟦 2026-06-21 X·@Techmeme · 拉丁美洲可投资标的稀缺 · 投资策略
SoftBank says it is struggling to find startups in Latin America ready for major investments
tags: 好信源 · → daily
<a id="atom-ee65d606af455d42"></a>🟦 2026-06-16 X·@Techmeme · announces OpenAI-powered patching service · 合作客户
SoftBank announces an OpenAI-powered "patching service" to secure Japan's top 3,000 companies behind crucial infrastructure from cyberattacks
tags: 好信源 · → daily
<a id="atom-fa52037d420f9048"></a>🟦 2026-06-16 newsletter·TMTB · 股价下跌 · 股价
Softbank -50bps
tags: 好数字 · → daily
value: qty=-50bps
<a id="atom-5db36af6105049d6"></a>🟦 2026-06-10 X·@zerohedge · margin loan talks stalled · 融资
SoftBank’s talks with potential creditors to raise at least $6 billion from a margin loan backed by its OpenAI stake is said to have stalled
tags: 好信源 · → daily

🟥 多头 takes (bullish) (11)

<a id="atom-6f535499f746327e"></a>🟥 2026-07-03 X·@semidoped · 计划建设美国AI云平台 · 数据中心算力/资本开支
SoftBank Plans 10-GW AI Cloud Platform in U.S.
tags: 好数字·好观点 · → daily
value: qty=10-GW · date=待定
📷 原图
<a id="atom-5f72fa1e2d0fe389"></a>🟥 2026-06-25 X·@TheTranscript_ · 市场估值仅计入当前资产，未计入投资平台复利能力 · 估值
SoftBank's market cap was around JPY 3 trillion 16 years ago. So again, market capped JPY 3 trillion, and the net asset value, JPY 3 trillion. That was 16 years ago. That means even though a goose lays eggs, but the value of that goose was valued at 0.
tags: 好观点·好思考 · → daily
📷 原图
<a id="atom-1557cc2af77a71ea"></a>🟥 2026-06-17 newsletter·Bernstein · CPU周期展望上调 · 目标价/评级调整
Bernstein raises its outlook for SoftBank as investors underestimate the magnitude and duration of the coming server CPU cycle.
tags: 好数字 · → daily
value: direction=raise
<a id="atom-636766fea8aae3df"></a>🟥 2026-06-24 X·@YahooFinance · CEO 对 AI 是否为泡沫的表态 · 技术路线/管理层表态
I think it's blasphemy against AI if you say it's a bubble
tags: 好观点 · → daily
📷 原图
<a id="atom-afe67d90d0073aa6"></a>🟥 2026-05-12 X·@AlexXplore [老化中] · AI投资计划 · 资本开支
SoftBank envisagerait un investissement colossal de 100 milliards de dollars dans l'intelligence artificielle en France
tags: 好信源 · → daily
value: qty=100 milliards de dollars · date=2026
📷 原图
<a id="atom-e2e883cc7ed0830b"></a>🟥 2026-06-24 X·@NikkeiAsia · Son says calling AI a bubble is 'blasphemy' · 地缘政治/竞争格局
SoftBank's Son says calling AI a bubble is 'blasphemy'
tags: 好观点 · → daily
<a id="atom-bb33f179564c449c"></a>🟥 2026-06-24 X·@pstAsiatech · Son 说称 AI 泡沫是'亵渎' · 监管政策/技术路线
SoftBank's Son says calling AI a bubble is 'blasphemy'
tags: 好观点 · → daily
<a id="atom-aca1fd142aa775f5"></a>🟥 2026-06-05 X·@vikramskr · CEO statement on next trillion-dollar opportunity · 技术路线
The next trillion-dollar opportunity is Physical AI and Robotics.
tags: 好观点 · → daily
<a id="atom-24f97c42b9a8cbab"></a>🟥 2026-06-01 X·@chawan_wabita · Masa Son stated AI revolution has just begun · 技术路线
AI革命はまだ始まったばかり
tags: 好观点 · → daily
📷 原图
<a id="atom-d8b38ad74ad6ac75"></a>🟥 2026-05-11 X·@TheRegister [老旧] · bets on battery building to back bit barns · 资本开支/数据中心算力
SoftBank bets on battery building to back bit barns
tags: 好观点 · → daily
<a id="atom-858e43e916d8ef3b"></a>🟥 2026-05-07 X·@zubo_semicon · AI主权需求 · 订单需求
AI主権で需要
tags: 好观点 · → daily

🟥 空头 takes (bearish) (5)

<a id="atom-3b24b84229723497"></a>🟥 2026-05-08 X·@zerohedge · scales back margin loan to OpenAI · 融资
Softbank Scales Back Margin Loan
tags: 好信源 · → daily
<a id="atom-51f996dd89324f13"></a>🟥 2026-05-10 X·@ihavedumbtakes [老化中] · cut lending to OpenAI by 40% · 融资
SoftBank also I believe cut some lending to OpenAI by 40% as well.
tags: 好数字 · → daily
value: qty=40% · direction=down
<a id="atom-cc02ee1d8a8f8dde"></a>🟥 2026-05-30 X·@AIStockSavvy · 融资需求 · 融资/资本开支
Full 5 GW buildout would require substantial additional financing beyond announced commitments
tags: 好思考 · → daily
<a id="atom-99bcfa7627fa9ea4"></a>🟥 2026-05-07 X·@JapanDeepValue1 [老化中] · 杠杆水平 · 杠杆/仓位情绪
its just crazy how leveraged they are here
tags: 好观点 · → daily
<a id="atom-42ee9bfff777fbcf"></a>🟥 2026-04-21 X·@JapanDeepValue1 · future short position feasibility · 仓位情绪
softbank will be a core short one day. today is not the day to try...I think 18mo actually more realistic
tags: 好观点 · → daily
value: date=18 months

🟥 中性 takes (neutral) (1)

<a id="atom-f4950bf6423ff732"></a>🟥 2026-05-07 X·@JapanDeepValue1 [老化中] · LTV/NAV比率监控状态 · 资本结构
Masa is OCD checking LTV/NAV ratio as we speak
tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-528e8ebd5efb7b72"></a>🟦 2026-07-02 X·@wallstengine · 成立SB Neo · 产品发布
SoftBank is establishing SB Neo to operate a U.S. neocloud business.
tags: 好信源 · → daily
📷 原图
<a id="atom-f03113556640dfae"></a>🟦 2026-07-02 X·@wallstengine ⭐ · AI基础设施规模 · 供给产能
The business will use SoftBank’s planned 10GW-scale energy and AI infrastructure.
tags: 好数字·好信源 · → daily
value: qty=10GW-scale
📷 原图
<a id="atom-f4188c43061de426"></a>🟦 2026-07-01 X·@wallstengine · margin loan amount · 融资
is reportedly in talks with lenders to secure a $10B margin loan backed by its OpenAI stake and a repayment guarantee
tags: 好信源 · → daily
value: qty=$10B
<a id="atom-f047132ce1d333a7"></a>🟦 2026-07-01 X·@financialjuice ⭐ · margin loan 谈判 · 融资/合作客户
SoftBank is in talks with lenders on securing $10 billion margin loan backed by an OpenAI stake and a repayment guarantee.
tags: 好数字·好信源 · → daily
value: qty=$10 billion · date=
<a id="atom-1c72ad1eee2e41b7"></a>🟦 2026-07-01 X·@financialjuice · 融资贷款 · 融资/仓位情绪
Previous Softbank efforts to secure loan against its OpenAI stake had stalled due to lack of lender support
tags: 好信源 · → daily
value: direction=negative
<a id="atom-1f31348288e6a2f3"></a>🟦 2026-07-01 X·@financialjuice · OpenAI stake loan efforts stalled · 融资
Previous Softbank efforts to secure loan against its OpenAI stake had stalled due to lack of lender support - sources
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-d445224321c53647"></a>🟦 2026-07-01 X·@FirstSquawk ⭐ · margin loan amount · 融资
SOFTBANK IS IN TALKS TO SECURE A $10 BILLION MARGIN LOAN BACKED BY ITS OPENAI STAKE
tags: 好数字·好信源 · → daily
value: qty=$10 billion · date=2026-07-01
<a id="atom-8093a580fcc62fae"></a>🟦 2026-07-01 X·@FirstSquawk · margin loan status · 融资
EARLIER FINANCING EFFORTS STALLED DUE TO LIMITED LENDER SUPPORT
tags: 好信源 · → daily
value: date=2026-07-01
<a id="atom-6555c788c33a97ce"></a>🟥 2026-06-24 X·@wallstengine [老化中] · AI industry stage · 技术路线
The AI revolution has only just begun. For an industry that is still at such an early stage, calling it a bubble is an insult.
tags: 好观点 · → daily
📷 原图
<a id="atom-bad17b955c08f43a"></a>🟥 2026-06-24 X·@wallstengine [老化中] · physical AI robots strategy · 技术路线/产品发布
One of the main themes of our new vision is physical AI, robots equipped with super intelligence... Artificial super intelligence won’t be replacing humans. But it will help humans evolve. It’s a tool for human advancement, a colleague and a partner.
tags: 好观点 · → daily
📷 原图
<a id="atom-e58ca460910ce052"></a>🟥 2026-06-24 X·@wallstengine [老化中] · ASI investment commitment · 资本开支/技术路线
We are going to pursue ASI all the way through, without holding anything back. And if I’m to take on something like that, I won’t be content unless we’re the best. That’s simply the kind of person I am.
tags: 好观点 · → daily
📷 原图
<a id="atom-925c4597f0598129"></a>🟦 2026-06-24 X·@wallstengine · 寻求通过电信部门获得东京电力股份以保障 AI 数据中心电力 · 电力供应
SoftBank is seeking a stake in Tokyo Electric Power through its telecom unit to help secure power for AI data centers
tags: 好信源 · → daily
📷 原图
<a id="atom-6983e316f5438c08"></a>🟦 2026-06-24 X·@wallstengine · Son 表态 SoftBank Corp. 已自荐成为 Tepco 的下一个所有者并仍是主要竞争者之一 · 并购
Masayoshi Son said SoftBank Corp. has put itself forward to become the next owner of Tepco and remains one of the leading contenders.
tags: 好信源 · → daily
📷 原图
<a id="atom-b46862e60aa649a0"></a>🟦 2026-06-24 X·@wallstengine · Son 认为将日本最大的电力公司纳入 SoftBank 影响范围内将支持未来日本 AI 数据中心建设 · 合作关系
Son said having Japan’s biggest utility inside SoftBank’s sphere of influence would support future AI data center buildout in Japan.
tags: 好信源 · → daily
📷 原图
<a id="atom-d9b4561c86cf9e95"></a>🟦 2026-06-24 X·@wallstengine · 正在审查德克萨斯州的数据中心选址 · 选址
SoftBank is also reviewing data center sites in Texas
tags: 好信源 · → daily
📷 原图
<a id="atom-ee20d37c31fdd3c0"></a>🟦 2026-06-24 X·@wallstengine · 预期其 10GW 俄亥俄项目将产生实质性利润 · 盈利能力
expects 'substantial' profits from its 10GW Ohio project
tags: 好信源 · → daily
📷 原图
<a id="atom-03de676f3fc2b29d"></a>🟦 2026-06-24 X·@wallstengine · 计划在法国进行高达 750 亿欧元的 AI 数据中心投资 · 资本开支
outlined plans for up to €75B of AI data center investment in France.
tags: 好数字·好信源 · → daily
value: qty=€75B
📷 原图
<a id="atom-38baac78e5618a37"></a>🟦 2026-06-23 X·@FirstSquawk · Robotics Physical AI Plant started robot production · 产品发布/供给产能
SoftBank CEO Says Robotics Physical AI Plant Has Started Robot Production
tags: 好思考 · → daily
value: date=2026-06-24
<a id="atom-c3fc30eca670f59a"></a>🟦 2026-06-10 X·@wallstengine · 与OpenAI的股份相关的 margin loan 谈判停滞 · 融资/仓位情绪
SoftBank’s talks for a $6B margin loan backed by its OpenAI stake have stalled, per Bloomberg.
tags: 好信源 · → daily
value: qty=$6B · date=ongoing
[图: SoftBank Group Corp. (9984.JPX) 股价走势图 — 最新股价: ¥6,461.00; 跌幅: -8.33%; 跌价: -¥587.00; 前一日收盘价: ¥7,048.00]
📷 原图
<a id="atom-61606a0afbfd1d43"></a>🟦 2026-06-09 X·@financialjuice · OpenAI margin loan effort · 融资
SoftBank's effort to secure $6 billion OpenAI margin loan falters
tags: 好信源 · → daily
value: qty=$6 billion
<a id="atom-8e95f672929e0781"></a>🟦 2026-06-05 X·@wallstengine ⭐ · 债券发行规模 · 融资
SoftBank set terms for a $1.6B, subordinated bond offering
tags: 好数字·好信源 · → daily
value: qty=$1.6B
📷 原图
<a id="atom-5231480a859e7442"></a>🟦 2026-06-05 X·@wallstengine ⭐ · 债券票面利率 · 融资/价格动态
a 5.12% coupon, its highest ever on yen-denominated debt
tags: 好数字·好信源 · → daily
value: qty=5.12%
📷 原图
<a id="atom-83144e7150b99032"></a>🟦 2026-06-05 X·@wallstengine ⭐ · 债券期限 · 融资
matures in 35 years, and is callable after 5 years
tags: 好数字·好信源 · → daily
value: qty=35 years
📷 原图
<a id="atom-1823e53e177deb6a"></a>🟦 2026-06-05 X·@wallstengine · 债券目标投资者 · 融资
The bond targets mainly retail investors
tags: 好信源 · → daily
📷 原图
<a id="atom-a337e45659dbcf4f"></a>🟦 2026-06-02 X·@wallstengine · 投资估值 · 融资
SoftBank is in early talks to back an ~$800M funding round for German robotics startup Agile Robots, per Bloomberg.
tags: 好信源 · → daily
value: qty=$800M · date=2026-06-02
📷 原图
<a id="atom-2d78b086b2c5b13c"></a>🟦 2026-06-02 X·@wallstengine ⭐ · 投资金额 · 融资
SoftBank may contribute more than $300M.
tags: 好数字·好信源 · → daily
value: qty=$300M · date=2026-06-02
📷 原图
<a id="atom-0d38627733501cc9"></a>🟦 2026-06-01 X·@wallstengine · 市场市值 · 价格动态
SoftBank closed at an all-time high after jumping 14%, lifting its market cap to ¥48.8T
tags: 好数字 · → daily
value: qty=¥48.8T · date=2026-06-01
📷 原图
<a id="atom-0673ce5639b4ad73"></a>🟦 2026-06-01 X·@wallstengine · 股价YTD涨幅 · 价格动态
The stock is now up 85%+ YTD
tags: 好数字 · → daily
value: qty=85%+ · date=YTD 2026-06-01
📷 原图
<a id="atom-7c594e7c95ca48b2"></a>🟦 2026-06-01 X·@wallstengine · 日本最大公司排名变化 · 市场份额
SoftBank has overtaken Toyota to become Japan’s largest company by market value for the first time in more than 20 years, per FT.
tags: 好信源 · → daily
📷 原图
<a id="atom-70d223f31279af62"></a>🟦 2026-05-31 X·@FirstSquawk · AI投资承诺 · 资本开支
SoftBank’s commitment marks the largest AI investment by Masayoshi Son’s group outside the US
tags: 好数字 · → daily
value: qty=最大在美国外 · date=
<a id="atom-78fc538467714d0f"></a>🟦 2026-05-31 X·@FirstSquawk · 市值超过丰田成为日本最有价值公司 · 股价动态/市值排名
SoftBank dethrones Toyota as Japan's most valuable company-NA
tags: 好数字 · → daily
value: qty= · date=2026-06-01
<a id="atom-1db1d65569b5550b"></a>🟦 2026-05-30 X·@FirstSquawk ⭐ · 承诺投资金额 · 资本开支
SoftBank pledges €75bn to build Europe’s biggest AI facility in France
tags: 好数字·好信源 · → daily
value: qty=€75bn
<a id="atom-3b80f0469a983502"></a>🟦 2026-05-30 X·@FirstSquawk · AI设施项目 · 数据中心算力
SoftBank pledges €75bn to build Europe’s biggest AI facility in France
tags: 好信源 · → daily
value: qty=Europe’s biggest AI facility in France
<a id="atom-305c7d43c9f43073"></a>🟦 2026-05-30 X·@FirstSquawk ⭐ · plans 5 GW AI data center project · 资本开支/数据中心算力
SoftBank Unveils Plans for Massive 5 GW AI Data Center Project in France
tags: 好数字·好信源 · → daily
value: qty=5 GW · date=France
<a id="atom-1e8eb993d6cd3bd9"></a>🟦 2026-05-27 X·@FirstSquawk · domestic AI initiative attracts leading Japan manufacturers · 合作客户/数据中心算力
SOFTBANK'S DOMESTIC AI INITIATIVE ATTRACTS LEADING JAPAN MANUFACTURERS - NIKKEI
tags: 好信源 · → daily
<a id="atom-f91dee18ee3d4845"></a>🟦 2026-05-13 X·@FirstSquawk · FY Net Income · 盈利能力
FY Net Income 5.00t Yen (Est 3.33t Yen)
tags: 好数字 · → daily
value: qty=5.00t Yen · date=FY2026
<a id="atom-e3788ed7ebc81071"></a>🟦 2026-05-13 X·@FirstSquawk · FY Net Sales · 营收
FY Net Sales 7.80T Yen (Est 7.75t Yen)
tags: 好数字 · → daily
value: qty=7.80T Yen · date=FY2026
<a id="atom-2a02ae765b0b84fe"></a>🟦 2026-05-13 X·@FirstSquawk · 4Q Net Sales · 营收
4Q Net Sales 2.08T Yen (Est 2.04T Yen)
tags: 好数字 · → daily
value: qty=2.08T Yen · date=4Q2026
<a id="atom-cdae41a1d5d449e7"></a>🟦 2026-05-13 X·@FirstSquawk · 4Q Net Income · 盈利能力
4Q Net Income 1.83T Yen (Est 295.18B Yen)
tags: 好数字 · → daily
value: qty=1.83T Yen · date=4Q2026
<a id="atom-32bface5e26ea954"></a>🟦 2026-05-13 X·@FirstSquawk · FY Dividend per Share · 回购分红
Sees FY Dividend 11.00 Yen (Est 11.00 Yen)
tags: 好数字 · → daily
value: qty=11.00 Yen · date=FY2026

⏱ 时间轴 (近 20)

🟦 2026-07-03 · fact · AI cloud capacity plan · → daily
🟥 2026-07-03 · forecast · 计划建设美国AI云平台 · → daily
🟦 2026-07-02 · fact · 成立SB Neo · → daily
🟦 2026-07-02 · fact · AI基础设施规模 · → daily
🟦 2026-07-02 · narrative · SB Neo 目标 AI 容量 · → daily
🟦 2026-07-02 · fact · 业务布局 · → daily
🟦 2026-07-01 · narrative · margin loan amount · → daily
🟦 2026-07-01 · fact · margin loan 谈判 · → daily
🟦 2026-07-01 · fact · 融资贷款 · → daily
🟦 2026-07-01 · fact · OpenAI stake loan efforts stalled · → daily
🟦 2026-07-01 · fact · margin loan amount · → daily
🟦 2026-07-01 · fact · margin loan status · → daily
🟥 2026-07-01 · narrative · OpenAI 贷款谈判重启 · → daily
🟦 2026-06-30 · fact · マルチモーダル基盤モデル開発事業を開始 · → daily
🟦 2026-06-26 · fact · 今日股价下跌 · → daily
🟦 2026-06-25 · fact · 16年前市值 · → daily
🟦 2026-06-25 · fact · 16年前净资产值 · → daily
🟦 2026-06-25 · fact · 16年前投资项目数量 · → daily
🟥 2026-06-25 · narrative · 市场估值仅计入当前资产，未计入投资平台复利能力 · → daily
🟦 2026-06-25 · fact · AI deck 发布 · → daily

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