此前，彭博亿万富豪指数显示，软银集团创始人孙正义的个人净资产飙升248%，以551亿美元（约合 3928亿元人民币）重登日本首富宝座。 （文章来源：21世纪经济报道） 11月11日，软银集团发布的业绩报告显示，该公司已于10月以58.3亿美元（约合人民币415亿元）的价 格出售了其持有的全部英伟达股份。 据券商中国，2017年，软银以40亿美元买入英伟达近5%股份，成为其大股东之一。但2019年，其选择 以70亿美元清空全部持股，错失了这家公司从千亿市值飙升至4万亿美元的超级红利。但从去年开始， 软银疯狂加码英伟达，去年四季度持仓10亿美元。今年一季度，再次将英伟达持仓增至约30亿美元，直 到此次清仓减持。值得注意的是，英伟达创始人黄仁勋也按计划抛售了英伟达股票，自6月开始售股以 来，他已累计套现超10亿美元。 ...

据媒体报道，软银集团11月11日发布业绩报告显示，其持有的3210万股英伟达股票（含资产管理子公司 持股）已于2025年10月以58.3亿美元（约合人民币415亿元）价格售出。此次出售未反映在软银第二季 度财报中，该公司也未披露出售原因。 财富暴涨的背后，是软银集团市值的狂飙：自4月以来，其股价从5700日元/股的低点一路飙升至25000 日元/股，涨幅超338%，市值一度突破38万亿日元（约合1.7万亿元人民币），成为日经225指数中涨幅 最惊人的成份股。 每日经济新闻综合21世纪经济报道、公开信息 （文章来源：每日经济新闻） 软银还与OpenAI签署了修订协议，承诺将追加投资225亿美元，将于12月通过愿景基金2完成全部投 资。 值得注意的是，这并非软银首次清仓英伟达。2017年，软银以40亿美元买入英伟达近5%股份，成为其 大股东之一。但2019年，其选择以70亿美元清空全部持股，错失了这家公司从千亿市值飙升至4万亿美 元的超级红利。但从去年开始，软银重新买入英伟达，去年四季度持仓10亿美元。截至今年3月底，软 银将其对英伟达的持股规模增加至约30亿美元。 去年11月，孙正义曾表示，"后悔卖掉英伟达股票 ...

11月11日，软银集团发布的业绩报告显示，该公司已于10月以58.3亿美元（约合人民币415亿元）的价 格出售了其持有的全部英伟达股份。 据券商中国，2017年，软银以40亿美元买入英伟达近5%股份，成为其大股东之一。但2019年，其选择 以70亿美元清空全部持股，错失了这家公司从千亿市值飙升至4万亿美元的超级红利。但从去年开始， 软银疯狂加码英伟达，去年四季度持仓10亿美元。今年一季度，再次将英伟达持仓增至约30亿美元，直 到此次清仓减持。值得注意的是，英伟达创始人黄仁勋也按计划抛售了英伟达股票，自6月开始售股以 来，他已累计套现超10亿美元。 （原标题：415亿元，大清仓！软银出售英伟达所有股份） 此前，彭博亿万富豪指数显示，软银集团创始人孙正义的个人净资产飙升248%，以551亿美元（约合 3928亿元人民币）重登日本首富宝座。 ...

Group 1 - SoftBank has made a significant shift in its investment strategy in the AI sector, selling its 32.1 million shares of Nvidia for $5.83 billion by October 2025 and planning to invest an additional $22.5 billion in OpenAI [1][3] - The company initially acquired nearly 5% of Nvidia for $4 billion in 2017 but sold all shares for $7 billion in 2019, missing out on Nvidia's market cap growth from $100 billion to $1 trillion [1][3] - SoftBank's founder, Masayoshi Son, expressed regret over the 2019 sale, indicating a desire to focus investments on more strategically significant projects as the AI industry evolves [1][3] Group 2 - SoftBank's new investment in OpenAI includes a maximum of $40 billion, with an expected actual investment of $30 billion after accounting for $10 billion to co-investors [3] - The first round of financing of $10 billion was completed in Q1, with $7.5 billion coming from the SoftBank Vision Fund 2 [3] - A joint venture, SB OAI Japan GK, was established with OpenAI to provide AI solutions for Japanese businesses, with plans to launch a product by 2026 [3] Group 3 - In its latest financial report, SoftBank reported a net profit of 2.5 trillion yen (approximately 115.3 billion RMB) for Q2, significantly exceeding analyst expectations of 207 billion yen and last year's profit of 1.18 trillion yen [4] - The profit growth is attributed to the Vision Fund's heavy investment in tech stocks, yielding 2.8 trillion yen (approximately 129.2 billion RMB) from holdings in OpenAI and PayPay [4] - SoftBank plans a 1-for-4 stock split effective January 1, aimed at enhancing stock liquidity and attractiveness in the capital market, despite recent concerns over an AI bubble [4]

Group 1 - SoftBank Group sold 32.1 million shares of NVIDIA for $5.83 billion (approximately 41.5 billion RMB) in October 2025, and also sold T-Mobile shares worth $9.17 billion between June and September [1] - SoftBank's founder Masayoshi Son's net worth surged by 248% to $55.1 billion (approximately 392.8 billion RMB), reclaiming the title of Japan's richest person [1] - Since April, SoftBank's stock price increased from 5,700 JPY per share to 25,000 JPY per share, representing a rise of over 338%, with its market capitalization exceeding 38 trillion JPY (approximately 1.7 trillion RMB) [2] Group 2 - NVIDIA's market capitalization reached nearly $5 trillion but dropped to approximately $4.84 trillion by November 11, 2025, indicating market fatigue regarding valuations and concerns over an AI bubble [4] - The U.S. capital market is forming a consensus that the AI myth is unsustainable, with significant investments in general artificial intelligence (AGI) lacking a clear development path [4] - AI-related stocks now account for over 44% of the S&P 500 index, raising concerns about potential overvaluation and market corrections [4]

Core Viewpoint - SoftBank unexpectedly sold all its shares in Nvidia, cashing out approximately $5.83 billion, amid rising concerns about the overvaluation of AI concept stocks [1][6]. Financial Performance - For the second quarter of the fiscal year 2025, SoftBank reported a net profit of 2.5 trillion yen (approximately $162 billion), significantly exceeding analysts' expectations of 418.2 billion yen [1]. - The strong performance was attributed to successful investments in artificial intelligence [1]. Stock Split Announcement - SoftBank announced a 1-for-4 stock split effective January 1 of the following year [2]. Investment Portfolio - SoftBank's investment portfolio includes several leading AI companies, such as OpenAI, contributing to substantial paper gains and a 78% increase in stock price over the three months ending September [2]. - Analysts from Citigroup raised their target price for SoftBank to 27,100 yen, linking it to OpenAI's valuation, which is estimated to be between $500 billion and $1 trillion [2]. Nvidia's Market Position - Nvidia's market capitalization recently surpassed $5 trillion, making it the first company to reach this milestone [7]. - Nvidia's stock has increased over 40% this year and has surged more than tenfold since the launch of ChatGPT in 2022, raising concerns about a potential AI bubble [7]. Historical Context of Nvidia Holdings - This is not the first time SoftBank has sold its Nvidia shares; it previously sold its entire stake in 2019 for $7 billion, missing out on significant gains as Nvidia's market value soared [7]. - SoftBank had re-entered Nvidia's stock last year, increasing its holdings to approximately $3 billion by March of this year [7]. Future AI Investments - SoftBank's founder, Masayoshi Son, is optimistic about the potential of artificial intelligence and is planning significant investments to enhance the company's influence in the AI sector [9]. - Current initiatives include deploying a "Stargate" data center, planning a $30 billion investment in OpenAI, and lobbying for a $1 trillion AI manufacturing center in collaboration with companies like TSMC [9].

Core Viewpoint - SoftBank Group has made significant financial maneuvers, including selling NVIDIA shares for $5.83 billion and T-Mobile shares worth $9.17 billion, while also committing to invest an additional $22.5 billion in OpenAI through its Vision Fund 2 [1][4]. Group 1: SoftBank's Financial Activities - SoftBank sold 32.1 million shares of NVIDIA for $5.83 billion, which is approximately 41.5 billion RMB, in October 2025 [1]. - Between June and September, SoftBank divested T-Mobile shares valued at $9.17 billion [1]. - SoftBank's founder, Masayoshi Son, saw his net worth increase by 248% to $55.1 billion, reclaiming the title of Japan's richest person [1]. Group 2: NVIDIA's Market Performance - NVIDIA's market capitalization reached $5 trillion but dropped to approximately $4.84 trillion by November 11, 2025, indicating a decline in investor confidence [4]. - The stock market is showing signs of fatigue regarding AI valuations, with concerns about a potential bubble burst [5]. Group 3: Market Sentiment on AI - There is a growing consensus in the U.S. that the AI hype may not be sustainable, as companies heavily invest in uncertain paths towards general artificial intelligence (AGI) [5]. - Concerns are rising about the potential collapse of leading AI companies due to excessive spending and low returns [5]. - AI-related stocks now account for 44% of the S&P 500 index, reflecting their significant market presence [5].

Group 1 - SoftBank Group announced the sale of all its shares in NVIDIA, cashing out $5.8 billion [1] - Founder Masayoshi Son plans to make a series of investments to build influence in the artificial intelligence sector [1]

Core Viewpoint - The article highlights significant developments regarding SoftBank's recent financial activities, particularly its sale of Nvidia shares and the implications of AI investment trends, indicating a potential shift from opportunity to risk in the market [3][5][10]. Group 1: SoftBank's Financial Moves - SoftBank sold its entire stake in Nvidia for $5.83 billion (approximately 41.5 billion RMB) in October 2023 [5]. - The company also divested $9.17 billion worth of T-Mobile shares between June and September 2023 [5]. - SoftBank's Vision Fund is set to invest an additional $22.5 billion, with completion expected in December 2023 [6]. Group 2: SoftBank's Performance Metrics - For the first quarter of the fiscal year 2025-2026, SoftBank reported revenues of 1.82 trillion JPY, a year-on-year increase of 7% [6]. - The company achieved a pre-tax profit of 689.94 billion JPY, a staggering increase of 205.7% year-on-year, with the Vision Fund contributing 451.39 billion JPY to this profit [6]. - In the second quarter, SoftBank's net profit reached an impressive 25 trillion JPY, exceeding market expectations [7]. Group 3: AI Investment Trends and Risks - AI investments are reportedly at extreme levels, with various indicators suggesting that market risks are accumulating rapidly [3][9]. - The concentration of investments in major tech stocks has reached new highs, with retail investors heavily involved [9]. - Historical patterns indicate that when all investors share the same narrative, a market reversal may be imminent, suggesting that the AI investment frenzy is transitioning from opportunity to risk [10].

软银还宣布将于明年1月1日进行1拆4的拆股。 软银(SFTBY.US)最新公布的季度财报显示，受益于科技股强势反弹，其持有的英伟达和英特尔等公司 股权价值显著提升，超预期实现净利润大幅跃升。软银出售了所持的全部英伟达股份，在这笔交易中入 账58亿美元。这些股份以及愿景基金初创企业投资部门的一笔意外之财，帮助软银在第二财季实现2.5 万亿日元(合162亿美元)的净利润，远超分析师平均预期的4182亿日元。 财报显示，软银2025财年第二季度销售净额1.92万亿日元；上半年销售净额3.74万亿日元，净利润2.92 万亿日元。 业绩报告显示，截至第二季度末，3210万股英伟达股票(含资产管理子公司持股)已于2025年10月以58.3 亿美元价格售出。软银还表示，从对OpenAI的投资中获得2.157万亿日元投资收益。 孙正义还在争取台积电(TSM.US)等企业参与亚利桑那州一个耗资1万亿美元的人工智能制造中心。软银 甚至在今年早些时候探索收购美国芯片制造商迈威尔科技(MRVL.US)。 挑战将是如何平衡新投资背后的融资，包括对OpenAI的大约200亿美元投资，以及计划收购芯片设计公 司Ampere Computi ...