Zhi Tong Cai Jing·2025-11-12 02:50Group 1 - SoftBank's stock fell by over 10% after announcing the liquidation of its entire stake in NVIDIA, cashing out $5.83 billion, which will be used to support a $22.5 billion investment in OpenAI [1][2] - SoftBank sold 32.1 million shares of NVIDIA and raised $9.17 billion by reducing its position in T-Mobile [1] - The CFO of SoftBank stated the intention to maintain financial strength while creating more investment opportunities for investors [1] Group 2 - Analysts view SoftBank's move as a bullish signal for its AI strategy rather than a bearish outlook on hardware [2] - SoftBank retains a strategic priority in hardware through its controlling stake in Arm Holdings, which supports mobile devices and AI processors [2] - The sell-off affected several tech companies in the Asia-Pacific region, with declines observed in semiconductor testing equipment manufacturers and major chip foundries [2]