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软银清仓英伟达(NVDA.US)后股价应声暴跌10% ! 分析师:非看淡硬件,乃加倍下注AI未来

Group 1 - SoftBank Group's stock price fell by over 10% after announcing the complete divestment of its shares in NVIDIA, cashing out $5.83 billion [1] - The funds from the NVIDIA sale will support SoftBank's $22.5 billion investment in OpenAI, the developer of ChatGPT [1] - SoftBank sold 32.1 million shares of NVIDIA and raised $9.17 billion by reducing its position in T-Mobile [1] Group 2 - Despite the unexpected divestment from NVIDIA, this is not the first time SoftBank has exited its position in the chip giant, having previously sold a $4 billion stake in 2019 [1] - Analysts view the NVIDIA sell-off as a bullish signal for SoftBank's strategy rather than a bearish one [1] - SoftBank maintains a strategic focus on hardware, particularly through its controlling stake in Arm Holdings, which supports mobile devices and AI processors [1] Group 3 - The sell-off has also impacted several technology companies in the Asia-Pacific region, with semiconductor testing equipment manufacturer Advantest and chip production equipment maker Tokyo Electron both seeing declines of over 2% [2] - TSMC, the world's largest chip foundry, experienced a 1.39% drop in its U.S. stock, while South Korean memory chip giant SK Hynix fell nearly 2% [2]