李嘉诚被抢怕了，直接宣布甩卖英国电网业务，要套现上千亿港元。曾经买下半个英国的李嘉诚要从全 球扩张转向风险大收缩了。 昨天，李嘉诚家族控制的长江基建集团、电能实业及长实集团联合发布，已与法国Engie公司达成协 议，出售三方共同持有的英国电网公司UK Power Networks Holdings Limited 100%股权，合计套现金额 高达1107.5亿港元。其中，长建和电能各套现443亿港元，长实则获得221.5亿港元。 可以说，这笔买卖李嘉诚赚麻了，按股权价值来算的话，换算成人民币，2010年他是按照236亿的股权 价值买下了英国电网，而这次股权卖了975亿，加上这些年累计分了406亿，李嘉诚净赚了1145亿，赚了 快5倍。 那么，李嘉诚之前那么看好英国，怎么突然就撤了呢？ 李嘉诚曾经可是号称是买下半个英国，旗下的长实集团是整个英国历史上最大的海外单一投资者，在英 国的投资总额超过了2555亿人民币，买下资产跨越电力、水务、天然气、电信、港口、机场等等，一度 控制了英国1/4的电力分销、30%天然气、40%电信市场和1/3的码头，还有50万平方米的土地。 当时李嘉诚买他们的逻辑是这些基建资产都是现金 ...

每经记者｜黄胜 每经编辑｜金冥羽 软银集团股价下跌0.6%；日本软银集团周四公布，2025年10月—12月季度实现净利润2486亿日元（约合16.2亿美元）。 这一业绩较上年同期净亏损3690 亿日元实现大幅扭亏。 昨夜美股三大指数集体收跌，道指跌1.34%，纳指跌2.03%，标普500指数跌1.57%。科技板块普跌。 记者|黄胜 编辑|金冥羽 杜波 校对|许绍航 2月13日，日韩股市低开。截至发稿，日经225指数跌0.44%，报57386.88点；韩国KOSPI指数直线拉升，涨0.25%，报5535.82点。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） ...

Group 1 - The company reported a net profit of 248.59 billion yen (approximately 1.6 billion USD) for the third fiscal quarter, exceeding analyst expectations of around 857 billion yen, marking its fourth consecutive profitable quarter and the first since 2021 [1][2] - SoftBank has invested over 30 billion USD in OpenAI, holding an 11% stake as of December last year, and is negotiating an additional investment of up to 30 billion USD, which could raise OpenAI's valuation to approximately 750 billion to 830 billion USD [1][2] - The estimated investment return for SoftBank in OpenAI is around 19.8 billion USD as of December [2] Group 2 - SoftBank holds approximately 90% of shares in chip design company Arm Holdings Plc, linking its stock performance closely to the performance of ChatGPT against competitors like Google's Gemini and Anthropic's Claude [2] - The company is increasing investments in other areas of the artificial intelligence ecosystem, with founder Masayoshi Son aiming to play a more significant role in shaping the future of technology [1][2]

Group 1 - SoftBank Group turned a profit in the third fiscal quarter, reporting a net profit of 248.59 billion yen (approximately $1.6 billion), despite falling short of analyst expectations of around 857 billion yen [1] - The company's investment in OpenAI yielded a profit of $4.2 billion, offsetting losses from the decline in Coupang's stock price, marking the fourth consecutive quarter of profitability for SoftBank and its first since 2021 [1] - As of December, SoftBank has invested over $30 billion in OpenAI, holding an 11% stake in the company, which is now its largest holding [2] Group 2 - SoftBank is negotiating to reinvest up to $30 billion in OpenAI, potentially raising the company's valuation to between $750 billion and $830 billion [2] - Analysts estimate that OpenAI accounts for approximately 30% of SoftBank's net asset value, highlighting its significance in the company's portfolio [2] - The company has also increased its investments in the AI ecosystem, including a $3 billion agreement to acquire DigitalBridge Group Inc. and plans to build data centers in the U.S. with partners [3] Group 3 - SoftBank has created a new business unit called "AI Computing," which will include its chip design company Arm and two other semiconductor companies it has acquired [3] - To raise funds, SoftBank has further reduced its stake in T-Mobile US and increased its financing loan limits based on its mobile business [3] - Standard & Poor's Global Ratings has warned that the accelerated pace of investments and the significant drop in Arm's stock value are putting pressure on SoftBank's credit rating [4]

Group 1 - Shaanxi has a strong endowment of educational and scientific resources, with an innovation output index projected to reach 87.59% by 2025, ranking fourth nationally [1] - The province has implemented the "Qin Ke Bao" policy insurance product to support technology enterprises, with over 2000 contracts signed in less than a month [1][2] - The "Qin Ke Bao" insurance covers various risks including property, R&D equipment, intellectual property, cybersecurity, project delays, and project failures, with a premium subsidy mechanism providing over 70% support for eligible tech companies [1] Group 2 - The Qin Chuang Yuan Technology Innovation Investment Co., Ltd. has established a mechanism for joint screening of technological achievements with local universities, identifying 847 projects with potential for commercialization [3] - The company has initiated due diligence on seven projects with an expected investment of 168 million yuan to support provincial technological innovation [3] - The province's technology loan balance is projected to reach 882.15 billion yuan by the end of 2025, reflecting a 12.41% increase from the beginning of the year [4] Group 3 - The provincial government emphasizes the integration of technology and finance to promote innovation, with a focus on three reforms and the establishment of a comprehensive technology finance system [5] - The government has introduced 50 measures to enhance technology finance, aiming to eliminate barriers in the integration of technology, industry, and finance [5]

Group 1 - The upcoming third-quarter earnings report from SoftBank Group will be the first opportunity for the company to respond to reports about considering increasing its investment in OpenAI [1] - Expanding its current 11% stake could put pressure on SoftBank's credit rating, as a reported $30 billion investment increase might trigger a downgrade if the loan-to-value ratio reaches 35% [1] - To maintain the loan-to-value ratio below 25%, SoftBank may need to sell at least $15 billion in assets and secure margin loans [1] Group 2 - Following Toyota, Nissan and Honda are the next automotive companies to announce their earnings, with all three having exposure to the U.S. market [1] - A weaker yen is considered beneficial for these companies [1]

Group 1 - The company, Shenzhen Fenda Technology Co., Ltd., has signed a partnership agreement with several investment institutions to invest in the Qiongcheng Qinggeng Venture Capital Partnership, which will specifically invest in Xinghai Map (Beijing) Artificial Intelligence Technology Co., Ltd. The company plans to contribute 24.5 million RMB, accounting for 32.9966% of the total committed capital of the partnership [2] - The partnership has received its business license from the Qiongcheng City Administrative Approval Bureau, and all partners have fulfilled their capital contribution obligations as per the partnership agreement [2] - The partnership has completed the necessary registration with the Asset Management Association of China and has obtained the Private Investment Fund Registration Certificate, with the registration date being February 4, 2026 [2] Group 2 - The company will continue to monitor the progress of the fund and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [2]

Group 1 - The International Monetary Fund (IMF) maintains its growth forecast for Argentina at 4% for both 2026 and 2027, reaffirming its previous prediction made in October 2025 [1] - Argentina ranks eleventh among 30 economies in terms of growth [1] - The global economy is on a "stable" growth trajectory, with projected growth rates of 3.3% in 2026 and 3.2% in 2027 [1] Group 2 - The IMF notes that the current stable situation conceals various opposing forces within the global economy [1] - While technology-related investments are thriving in regions like North America and Asia, other areas face adverse effects from trade and geopolitical tensions [1] - The existing "equilibrium" is a result of private sector adaptation to challenges, positive momentum from technology investments, and the negative impacts of protectionist policies and uncertainties in international trade [1]

Core Viewpoint - The company aims to establish a fund in collaboration with professional investment institutions to leverage their expertise and industry resources for identifying investment opportunities, focusing on strategic layouts in core business synergy, emerging industries, and new productive forces [1] Group 1: Investment Strategy - The investment strategy is designed to achieve industrial synergy and expand development space while accumulating key technological reserves and project resources for future growth [1] - Future investment planning will primarily focus on hard technology and technology-driven enterprises that break through key core technologies, particularly in AI computing infrastructure and next-generation communication technologies [1] Group 2: Current Status and Future Plans - The current collaboration is in its initial stage, and the company will fulfill its information disclosure obligations based on subsequent developments [1]

Market Overview - The US stock market experienced slight declines on December 30, with the S&P 500 down 0.14% to 6896.24 points, the Nasdaq down 0.24% to 23419.08 points, and the Dow Jones down 0.2% to 48367.06 points [7] - In contrast, European stock indices rose, with the UK FTSE 100 reaching a record high, closing at 9940.71 points, up 0.75%, the CAC40 index in France up 0.69% to 8168.15 points, and the DAX index in Germany up 0.57% to 24490.41 points [7] Commodity Market - The metal market showed volatility, with significant rebounds in silver and copper after a drop from historical highs. COMEX silver futures rose by $5.555, a 7.88% increase, closing at $76.015 per ounce, while spot silver increased by $4.14, a 5.74% rise, to $76.28 per ounce [8] - COMEX platinum futures increased by $85.4, a 4% rise, to $2220 per ounce, and COMEX gold futures rose by $8.70, a 0.20% increase, to $4352.3 per ounce [8] - Base metals saw a general increase, with London copper rising approximately 3.7%, and nickel prices reaching a 14-month high of $16,780 per ton, driven by supply chain pressures and production cut signals from Indonesia [8] International Macro - The Federal Reserve's meeting minutes indicated differing views among officials regarding the restrictiveness of current monetary policy, with most expecting potential rate cuts if inflation trends align with expectations, while some suggested a pause in rate cuts [9] - India's GDP has surpassed Japan's, making it the fourth-largest economy globally, with projections to potentially overtake Germany within three years. India's GDP is currently at $4.18 trillion, with expectations to reach $7.3 trillion by 2030 [9] Corporate News - Tesla has provided a rare consensus forecast for Q4 2025 deliveries, estimating 422,850 vehicles, a 15% year-over-year decline, while other analysts estimate 440,907 vehicles, an 11% decline [9] - SoftBank has completed a $40 billion investment in OpenAI, marking one of the largest private financings in history, as part of its strategy to build a significant tech investment portfolio focused on AI [10] - Warner Bros. plans to reject Paramount's acquisition offer, citing no improvement in valuation and favoring Netflix's proposal [10] - Nvidia is in advanced talks to acquire Israeli AI startup AI21 Labs for up to $3 billion, primarily interested in its highly skilled workforce [10]