Goldman Sachs Trading Desk Head: OpenAI’s Astra Model ‘Stands Out,’ Precisely What the ‘AI Bull Market Has Been Waiting For’

OpenAI has released its next-generation Astra model, sparking widespread market attention regarding a leap in AI capabilities and reigniting the investment narrative around the AI spending cycle.

wallstreetcnSep 5 17:18

SoftBank China’s Song Anlan: Regret Missing the Opportunity to Invest in Leading Domestic Large Language Model Enterprises

Gelonghui, September 5 | According to Ruijian Economy, Song Anlan, Managing Partner at SoftBank China Capital, stated at the Yabuli Forum Summer Annual Conference that the current bubble in the AI industry is actually beneficial for early-stage investors. Bubbles can foster more high-quality startup projects, which is not detrimental to us. He introduced that although the fund size is limited, the investment coverage spans a broad range of sectors. Among them, our participation in OpenAI constitutes a significant investment; however, we regrettably missed the opportunity to enter leading domestic large language model enterprises. He indicated that embodied intelligence is a key strategic focus for SoftBank China. In his view, China holds advantages in the field of embodied intelligence.

Gelonghui FinanceSep 5 17:12

Buoyed by gains in U.S. equities, stocks were bought back, led by the technology sector, recovering the psychologically significant level of 65,000 yen.

The Nikkei Stock Average rebounded sharply for the first time in five sessions, closing 806.46 yen higher at 65,020.94 yen (estimated trading volume: 2.21 billion shares). On a closing basis, it regained the psychologically significant 65,000-yen level for the first time in three days since the 1st. Reflecting the previous day's rise in U.S. stocks, buying led by high-priced technology shares drove the market higher from the open, with the Nikkei widening its gains toward the middle of the morning session. Later, however, upward momentum stalled as the yen strengthened, trading in the 155-yen-to-the-dollar range.

Fisco JapanSep 4 15:43

JP Movers | SoftBank Group Rose 11.78%, Leading Nikkei 225 Components, Kioxia Holdings Topped Turnover List

Market sentiment was high today as Nikkei 225 components generally rose, with SoftBank Group(9984.JP) being the top gainer today, rising 11.78% to close at 5590.0 yen. In addition, the top loser was Sumitomo Chemical(4005.JP)，falling 5.11% to end at 594.7 yen.

Futu NewsSep 4 14:50

Today's flows: 09/04 Kioxia Holdings saw an inflow of JPY¥ 75.3 billion, Toyota Motor saw an outflow of JPY¥ 4.41 billion

On September 4th, the TSE Main Market saw an inflow of JPY¥ 1.47 trillion and an outflow of JPY¥ 1.36 trillion.$Kioxia Holdings(285A.JP)$, $SoftBank Group(9984.JP)$ and $Recruit Holdings(6098.JP)$

Futu NewsSep 4 14:45

SBI Securities (intraday) recorded net selling in Kioxia HD and net buying in Tier IV.

Sell Code Security Name Trading Value (285A) Kioxia HD 394,818,528,790 (9984) SoftBank Group 69,611,102,421 (6976) Taiyo Yuden 68,250,023,312 (6857) Advantest 44,738,825,040 (1570) NEXT FUNDS Nikkei 225 Leveraged ETF 33,973,483,780 (5803

Fisco JapanSep 4 14:43