重心转向OpenAI,软银清仓英伟达套现58亿美元:无法判断是否处于AI泡沫中
Feng Huang Wang·2025-11-11 13:42

Group 1 - SoftBank Group has sold all of its shares in Nvidia, totaling 32.1 million shares for $5.8 billion, shifting focus towards OpenAI [1][2] - The company reported a profit of 2.5 trillion yen for the second quarter of the fiscal year 2025, exceeding market expectations [1] - SoftBank's Vision Fund recorded a quarterly profit of 2.38 trillion yen, primarily due to investments in OpenAI and PayPay [1] Group 2 - SoftBank's CEO Masayoshi Son is actively seeking profit opportunities in AI and embodied intelligence, reducing investments in other areas [2] - The company has significant stakes in Arm and OpenAI, and recently acquired ABB's robotics business for $5.375 billion [2] - Analysts suggest that the sale of Nvidia shares does not indicate a fundamental strategic shift, but rather a reallocation of funds towards AI-related investments [2]