2 1 Shi Ji Jing Ji Bao Dao·2025-11-11 09:32Group 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]