# 軟銀今年股價已上漲超過90%，受益於其聚焦人工智慧投資與技術組合的強烈樂觀情緒。

*genai · news · 2026-06-01 · The Financial Express*

## Key points

- 軟銀首次自2000年網路泡沫以來，市值超越豐田。
- 軟銀股價在2024年上漲超過90%，受人工智慧投資樂觀情緒推動。
- 軟銀預計在10月持有OpenAI 13%股權，此前承諾投入650億美元。
- Arm Holdings估值飆升及人工智慧競爭擔憂緩解，提振投資人對軟銀的信心。
- Kioxia Holdings市值接近40兆日圓，躋身日本最高價值企業行列。

The development marks the first time in over two decades that SoftBank has surpassed the automaker in market value, apart from a brief moment during Japan’s dot-com bubble in 2000. AI boom powers SoftBank’s massive rally The sharp rally shows the growing investor obsession with artificial intelligence-linked firms, as SoftBank continues to benefit from the global AI boom. The company’s stock has climbed more than 90% so far this year, driven by strong optimism surrounding its AI-focused investments and technology portfolio. According to Bloomberg, market analysts have said that the shift highlights how investor preferences are rapidly moving away from traditional industries such as automobiles toward companies tied to artificial intelligence, semiconductors and data infrastructure. “This epoch-making event symbolizes the AI boom,” Kazuhiro Sasaki, head of research at Phillip Securities Japan Ltd., told Bloomberg, pointing to rising expectations around major US tech listings and AI-driven capital flows. OpenAI and Arm fuel investor confidence The recent momentum of SoftBank has also been fuelled by reports that portfolio firms including OpenAI and SB Energy Corp. are preparing for potential US listings. SoftBank has reportedly committed close to $65 billion to OpenAI and is expected to hold around a 13% stake by October. The company has additionally gained from the strong performance of Arm Holdings, whose valuation has surged alongside growing demand for AI chips and infrastructure following robust earnings from Nvidia Corporation. Investor concerns over rising competition from rivals such as Anthropic, Google and Elon Musk’s xAI have also eased in recent weeks, further improving sentiment around SoftBank’s AI bets. Toyota hit by oil prices, EV transition challenges It is reportedly said that Toyota has struggled amid a challenging global environment for automakers. Rising oil prices linked to tensions involving Iran, slowing global demand and the costly transition toward electric vehicles and software-driven mobility have weighed heavily on the sector. “SoftBank has concentrated its management resources on AI-related businesses and has successfully ridden the broader global tech rally,” Tomo Kinoshita, global market strategist at Invesco Asset Management Japan Ltd., told Bloomberg. “Toyota, meanwhile, has been hit by rising oil prices stemming from the Iran war, which raises the cost of operating vehicles and weighs on global auto demand,” he added. AI firms reshaping Japan’s stock market Analysts noted that while Toyota’s valuation could recover if energy prices ease later this year, long-term investor sentiment appears increasingly tilted toward AI and technology companies. Japan’s memory-chip maker Kioxia Holdings has also emerged as one of the country’s top-valued firms, with a market capitalisation nearing 40 trillion yen. “Over the longer term, AI-related companies are likely to command higher valuations,” Kinoshita said. “Their presence in Japan’s equity market will only continue to grow stronger.”

**Companies:** SoftBank, Nvidia Corporation, Toyota, Arm Holdings, OpenAI, SB Energy Corp., Kioxia Holdings
**Countries:** Japan, United States, Iran

[Read the full story on The Financial Express](https://www.financialexpress.com/business/news/softbank-dethrones-toyota-after-over-20-years-to-become-japans-most-valuable-company/4256592/)

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