继续加码AI基建！软银洽谈私有化DigitalBridge (DBRG.US)，小摩估值上看35美元/股

智通财经2025-12-06

智通财经APP获悉，据知情人士透露，软银正与DigitalBridge(DBRG.US)进行谈判，以期收购该上市公司，并将其私有化。后者是一家投资于诸如数据中心等资产的私募股权公司，软银此举旨在利用人工智能驱动的数字基础设施建设热潮。DigitalBridge股价今年迄今已下跌了 13%，周五收涨近45%，创下了其有史以来最大的单日涨幅;该股票收盘价为 14.12 美元，使公司的市值达到了 ...

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SoftBank negotiates to privatize DigitalBridge (DBRG.US), JPMorgan's valuation is US $35 per share","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DBRG":1.5},"content_text":"智通财经APP获悉，据知情人士透露，软银正与DigitalBridge(DBRG.US)进行谈判，以期收购该上市公司，并将其私有化。后者是一家投资于诸如数据中心等资产的私募股权公司，软银此举旨在利用人工智能驱动的数字基础设施建设热潮。DigitalBridge股价今年迄今已下跌了 13%，周五收涨近45%，创下了其有史以来最大的单日涨幅;该股票收盘价为 14.12 美元，使公司的市值达到了 25.8 亿美元。软银创始人孙正义正试图利用人工智能应用所依赖的计算能力需求激增的形势来获利。据相关人士透露，这笔交易最快可能在接下来的几周内达成，但目前仍在协商阶段，且无法确定最终能否达成协议。据官网信息，由首席执行官Marc Ganzi领导的DigitalBridge截至 9 月底管理着约 1080 亿美元的资产。其投资组合包括诸如 AIMS、AtlasEdge、DataBank、Switch、Vantage 数据中心和 Yondr 集团等数字基础设施运营商。该公司的潜在售价可能在 25 美元至 35 美元之间。摩根大通分析师在周五的一份报告中指出，DigitalBridge的股价可能在保守估计下达到每股 25 美元，而潜在的上涨空间可达 30 至 35 美元。小摩分析师表示：“根据我们对 2026 年的预测，我们看到该股票的诱人出货价为每股 28 美元，但如果以较高的估值倍数来看待 2027 年的预测，其估值区间则会达到每股 30 至 35 美元。”Raymond James研究分析师Ric Prentiss在 10 月 30 日的一份研究报告中表示，对于一家规模较大、拥有资金募集基础设施的另类资产管理公司来说，收购DigitalBridge是明智之举，而不是袖手旁观。Prentiss写道：“我们觉得DigitalBridge可能会考虑出售，但前提是售价要合理(且远高于当前水平)，并且要提供优惠的条件。”软银此前曾在资产管理部门有过相关交易。2017 年，它以超过 30 亿美元的价格收购了Fortress Investment Group。最终，它将所持股份出售给了包括阿布扎比主权财富基金Mubadala Investment等在内的一个集团，该交易于 2024 年完成。今年 1 月，软银与 OpenAI、甲骨文(ORCL.US)以及阿布扎比的 MGX 公司共同宣布了一项名为“星际之门”的 5000 亿美元项目，旨在在美国建设数据中心。虽然孙正义承诺将立即投入 1000 亿美元，但“星际之门”项目的推进速度却低于原计划，部分原因是关于数据中心应设在何处的问题存在分歧。据5月报道，软银最初曾向包括保险公司、养老基金和投资基金在内的外部投资者寻求项目融资，但部分谈判因市场波动、美国贸易政策的不确定性以及对人工智能硬件财务估值的质疑而放缓。9 月份，OpenAI、甲骨文和软银宣布将在得克萨斯州、新墨西哥州和俄亥俄州新建五个发电站，这些发电站最终的发电能力将达到 70 亿瓦，相当于一些城市的用电量。软银的这一举措需要对部分资金进行调配以腾出资金。因此，孙正义本周表示，他“非常难过”，因为自己不得不将价值 58 亿美元的英伟达公司股份出售，以便将这笔资金重新用于其他人工智能方面的投入。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589841110","isCrawlerRequest":true}