日本软银集团孙正义，讲述了为何清仓英伟达。 软银创始人孙正义表示，如果公司有"无限的钱"来支持下一阶段的人工智能投资——包括对OpenAI的 大手笔押注——他就不会卖出所持的英伟达股份。 【导读】软银孙正义称为筹资押注AI，"含泪卖掉"英伟达持股 这是他首次正面回应市场对软银在11月意外清仓英伟达这一全球市值最高公司持股的质疑，孙正义同时 抨击了所谓"AI投资泡沫"的说法。周一他在东京一场论坛上表示，软银之所以卖股，只是因为需要筹集 资金，用于数据中心建设等项目。 孙正义在FII Priority Asia论坛上说："如果可以的话，我一股英伟达都不想卖。我只是更需要钱去投 OpenAI和其他项目。卖英伟达的时候，我是哭着卖的。" 孙正义此番表态，是在一场源自沙特大型投资峰会的东京分论坛上做出的。 软银第一期愿景基金当年正是以沙特公共投资基金（PIF）出资的450亿美元为基础设立的。PIF总裁亚 西尔·鲁马扬在同一场合表示，2017年至2024年间，PIF已在日本投资约115亿美元，并预计到2030年底 这一数字将增长至约270亿美元。 当地时间11月11日，软银公司在公布最新财报时指出，公司已于10月清仓所持 ...

对于那些认为AI投资正在形成泡沫的声音，这位68岁的软银首席执行官反击称，这些人"还不够聪明"。 他表示，如果从长期来看，AI能够创造相当于全球GDP 10%的收益，即便累计投入以万亿美元计，也 是划算的。"这哪里是泡沫？" 孙正义此番表态，是在一场源自沙特大型投资峰会的东京分论坛上做出的。 【导读】软银孙正义称为筹资押注AI，"含泪卖掉"英伟达持股 日本软银集团孙正义，讲述了为何清仓英伟达。 软银创始人孙正义表示，如果公司有"无限的钱"来支持下一阶段的人工智能投资——包括对OpenAI的 大手笔押注——他就不会卖出所持的英伟达股份。 这是他首次正面回应市场对软银在11月意外清仓英伟达这一全球市值最高公司持股的质疑，孙正义同时 抨击了所谓"AI投资泡沫"的说法。周一他在东京一场论坛上表示，软银之所以卖股，只是因为需要筹集 资金，用于数据中心建设等项目。 孙正义在FII Priority Asia论坛上说："如果可以的话，我一股英伟达都不想卖。我只是更需要钱去投 OpenAI和其他项目。卖英伟达的时候，我是哭着卖的。" 软银最近大幅加码AI相关布局，一连串项目包括：与鸿海精密合作建设"Stargate"数据中心 ...

SoftBank founder Masayoshi Son has revealed how reluctant he was to part with the company’s entire Nvidia stake, describing the sale as an emotional decision driven by the need to raise cash for a new wave of AI investments. Speaking at an investment forum in Tokyo Monday, he said: “I wish to have unlimited money. I respect Nvidia so much, I don’t want to sell a single share. I just had more need for money to invest into OpenAI, invest into our opportunities, so I was crying to sell Nvidia shares. If I ha ...

在今日（12月1日）举行的东京 FII Priority Asia 论坛上，软银集团创始人孙正义首次回应清仓英伟达， 以及如何看待"AI泡沫"。 根据彭博社的报道，软银集团创始人孙正义坦言，如果软银在推进AI计划时能有"无限的资金"，那么自 己根本不会卖掉英伟达的股票，只是为了大力投资OpenAI等一系列项目，才不得不割爱。 这是孙正义对软银清仓英伟达全部持股的首次回应。他表示，公司需要资金建设数据中心，并推动多项 AI相关投资。"卖英伟达的时候我都快哭出来了。"孙正义表示。 对于外界反复提到的"AI投资泡沫"，孙正义直接驳斥，称这种说法"不够聪明"。他指出，如果AI未来能 贡献全球GDP的10%，即便投入以万亿美元计，也远不算泡沫。 此前，在11月11日发布的财报上，软银集团表示，已经全部卖出持有的英伟达股票，合计约3210万股， 总价值约58.3亿美元。 彼时，该公司回应称，此次出售与英伟达本身无关，而是必要的融资措施。今年早些时候，软银同意在 12月底前向OpenAI投资300亿美元，规模超过了迄今为止任何其他投资者。报道指出，对OpenAI的投资 以及孙正义近期进行的一系列其他收购，包括和甲骨文等合作 ...

在今日 （ 12 月 1 日 ） 举行的 东京 FII Priority Asia 论坛 上，软银集团创始人孙正义首次回应清仓英 伟达，以及如何看待 " AI 泡沫"。 在被软银清仓之时，今年10月底，英伟达最近成为首家市值突破5万亿美元的公司，而就在3个月前，它的市值 刚刚突破4万亿美元，这种飙升程度，加剧了近几个月来人们对人工智能行业泡沫的担忧。批评人士指出，在 人工智能狂热的推动下，科技巨头的股价过快飙升，与最终破裂的2000年互联网泡沫有相似之处。11月以来， 英伟达股价整体呈回调趋势，目前股价报177美元/股，较高点回撤幅度超过16%。 阿里巴巴集团董事长蔡崇信近期在香港大学演讲时表示，针对AI是否为泡沫的疑问，他区分两种类型：金融 市场泡沫涉及估值合理性，如市盈率50倍是否过高，"这是一门艺术，我不知道"；技术泡沫则关乎技术本身真 实性。他认为AI可能存在金融泡沫，但技术基础真实可靠，类比2000年互联网泡沫破裂后，互联网并未消失 反而更强大。所有投入AI基础设施与模型开发的资源不会白费。 英伟达CEO黄仁勋则在财报电话会上再次驳斥了"AI泡沫论"，觉得从他和公司的角度看不到泡沫存在，并认 为"已 ...

Core Viewpoint - SoftBank Group's founder Masayoshi Son expressed that the sale of Nvidia shares was a necessary move to raise funds for future investments in artificial intelligence, despite emotional attachment to the stock [1][2]. Group 1: SoftBank's Investment Strategy - SoftBank has heavily invested in AI this year, including projects with OpenAI and Oracle, and plans to invest an additional $6.5 billion in OpenAI [2]. - The company has also announced plans to acquire U.S. chip company Ampere for $6.5 billion [2]. - SoftBank's second-quarter net profit reached 2.5 trillion yen (approximately 114.2 billion yuan), significantly exceeding analyst expectations of 418.2 billion yen (approximately 19.1 billion yuan) [2]. Group 2: Nvidia's Financial Performance - Nvidia reported third-quarter revenue of $57.006 billion, a 62% increase year-over-year, with net profit of $31.91 billion, up 65% [2]. - The data center business achieved record revenue of $51.2 billion in the third quarter, a 66% year-over-year increase [2]. - Nvidia's fourth-quarter revenue is projected to be around $65 billion, with a gross margin expected at 74.8% [2]. Group 3: Market Concerns and AI Bubble - Despite Nvidia's strong financial results, investor concerns about an "AI bubble" have intensified, leading to a 14.45% decline in Nvidia's stock price over the past month [3]. - The market is questioning whether Nvidia is artificially creating demand through complex financing structures rather than responding to genuine market needs [3]. - Research from MIT found that 95% of companies investing in AI reported zero return on investment, while Bain & Co. predicts a $800 billion shortfall in revenue needed to meet expected demand by 2030 [4].

这是孙正义首次就11月份软银意外披露的清仓英伟达之举置评，他同时驳斥了关于人工智能投资泡沫的 说法。 孙正义表示，"我一股也不想卖的，只是更需要资金来投资OpenAI和其他项目，我是哭着卖出英伟达股 票的。" 他周一在东京的一个论坛上表示，软银那么做只是因为需要募集资本来为数据中心建设等项目供资。 软银集团创始人孙正义表示，若公司拥有无限的资金来支持其在人工智能领域的下一轮投资，包括对 OpenAI的大额押注，那么他本不会卖出英伟达的股份。 孙正义还表示，谈论人工智能投资泡沫的人"不够聪明"。他指出，如果人工智能长期来看能创造全球 GDP的10%，那么即使累计投入数万亿美元，也完全值得。"泡沫在哪里？"他问道。 ...

Masayoshi Son during the Future Investment Initiative Institute Priority Asia conference in Tokyo,, Dec. 1. SoftBank Group Corp. founder Masayoshi Son said he wouldn’t have sold off Nvidia Corp. shares if his company had unlimited money to bankroll its next investments in artificial intelligence, which include a big bet on OpenAI. Most Read from Bloomberg Son, addressing for the first time the surprise November disclosure that SoftBank had unloaded its entire stake in the world’s most valuable company, a ...

软银：将扩大机器人可以执行的任务范围。 ...

Core Points - The Japanese 5-year government bond yield has risen to 1.345%, the highest level since June 2008, indicating a significant shift in the bond market [2] - The Japanese yen has depreciated against the US dollar, reaching a 10-month low, with the exchange rate at 155.84 yen per dollar, marking a depreciation of approximately 10 yen since the Liberal Democratic Party presidential election [2][5] - The US dollar index has decreased by 8.37% this year, with the dollar depreciating against major currencies, including a 0.79% decline against the yen [4] Currency and Economic Trends - The depreciation of the yen is primarily attributed to the widening interest rate differential between the US and Japan, as the Federal Reserve has entered a strong rate hike cycle while the Bank of Japan has maintained a more stable policy [5] - Japan's economic stimulus plan, announced by Prime Minister Fumio Kishida, includes a budget of 21.3 trillion yen aimed at addressing inflation and stimulating growth, but has led to immediate depreciation of the yen, suggesting investor skepticism [8][9] - Japan's government debt is projected to exceed 42.1 trillion yen in 2024, with an additional issuance of approximately 11.7 trillion yen to cover the funding gap from the stimulus plan [8] Long-term Economic Implications - Japan's economic growth has been sluggish, with average growth rates declining significantly over the decades, raising concerns about the effectiveness of fiscal stimulus measures [9][12] - The Bank of Japan faces a dilemma in its monetary policy, balancing the need for economic stimulus against rising inflation, with current inflation rates hovering around 2.4% to 4% [14] - The reliance on government debt and low interest rates has distorted the bond market, leading to capital outflows as investors seek higher returns abroad, which could further pressure the yen [16]