软银清仓英伟达 孙正义套现415亿

Group 1 - SoftBank Group sold 32.1 million shares of NVIDIA for $5.83 billion, and also sold T-Mobile shares worth $9.17 billion between June and September [2] - SoftBank's founder Masayoshi Son's net worth surged by 248% to $55.1 billion, reclaiming the title of Japan's richest person [2] - Since April, SoftBank's stock price increased from 5,700 JPY to 25,000 JPY, a rise of over 338%, with a market capitalization exceeding 38 trillion JPY [3] Group 2 - NVIDIA's market capitalization reached nearly $5 trillion but dropped to approximately $4.84 trillion by November 11, 2025, reflecting market fatigue regarding valuations [5] - Concerns are growing about the sustainability of the AI hype, with significant investments in AI lacking a clear development path [5] - AI-related stocks now account for over 44% of the S&P 500 index, indicating a heavy reliance on AI performance in the market [5]