![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
The Japanese conglomerate, which has been hit by the slumping value of its tech portfolio, has seen its shares gain 17% since last week's close.
Still, they are up only 6.4% year-to-date, compared with 172% for U.S. chipmaker Nvidia Corp<\/a> - an expected beneficiary of investment in AI - and 39% in the Philadelphia SE Semiconductor Index.
On Friday, SoftBank<\/a> passed the psychological level of 6,000 yen for the first time since February.
\"We expressed a view that SBG stock will rally ahead of the ARM IPO<\/a> later in the year... But given (the) market's fascination for semi-stocks, we think it makes sense to move early,\" Jefferies analyst Atul<\/a> Goyal wrote in a client note, upgrading his recommendation on the stock to \"buy\".
Other beneficiaries of enthusiasm for chip-related stocks included equipment makers Advantest Corp and Tokyo Electron Ltd<\/a>, which have climbed 109% and 50% respectively year-to-date.
SoftBank<\/a> CEO Masayoshi Son<\/a>, who has argued that the rise of artificial intelligence drives his investments, has also been caught up in recent enthusiasm for generative AI, which proponents compare to the arrival of the internet.
\"He feels that 'finally my time has come',\" SoftBank Chief Financial Officer Yoshimitsu Goto told reporters at an earnings briefing last month.
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软银股票卷入人工智能芯片Arm IPO之前的疯狂
这是相比增加了172%,美国芯片制造商Nvidia Corp .)为39%,费城半导体指数。分析师认为,预期IPO的芯片设计部门将帮助集会。
日本企业集团,受到其科技投资组合的价值下滑,其股价已上涨17%以来上周的收盘价。
不过,他们今年迄今仅上升了6.4%,相比之下,172%的美国芯片制造商英伟达公司——预期投资的受益者AI和SE费城半导体指数的39%。
周五,软银通过心理水平的6000日圆自今年2月以来首次。
“我们表达一种观点认为,小企业的股票会上涨前的手臂首次公开募股在今年晚些时候…但考虑到市场对semi-stocks的魅力,我们认为早期采取行动是有意义的,”Jefferies分析师AtulGoyal在客户报告中写道,升级他的建议股票“买入”。
其他的受益者的热情chip-related包括设备制造商显著公司和股票东京电子有限公司,分别上涨109%和50%。
软银首席执行官孙正义,他认为,人工智能的兴起推动投资,也被卷入最近对生成的人工智能,支持者与互联网的到来。
”他认为,“最后我的时代已经来临”,“软银首席财务官Yoshimitsu Goto上个月的业绩发布会上告诉记者。
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