软银集团4~9月净利润创同期历史新高

Core Insights - SoftBank Group's net profit for the period from April to September increased to 2.924 trillion yen, a 2.9 times rise compared to the same period last year, marking a historical high for this timeframe [2][3] - The Vision Fund's investment returns significantly increased, driven by the rising stock prices of Coupang and Didi Chuxing, as well as the valuation increase of OpenAI [2][3] Financial Performance - The Vision Fund's investment returns reached 3.5361 trillion yen, a substantial increase from 610.3 billion yen in the previous year [3] - SoftBank's net asset value (NAV) reached a record high of 36.2 trillion yen as of November 10, with a market capitalization of 32.4 trillion yen, reflecting a discount rate of approximately 10% relative to NAV [3][5] Investment Activities - The financial report included a 2.1567 trillion yen investment gain from SoftBank's investment in OpenAI, with a total investment of 10.8 billion USD as of September 30, and a fair value of 26.5 billion USD based on market prices [2] - SoftBank reported an investment profit of 354.4 billion yen from NVIDIA stocks and announced the sale of all its NVIDIA shares for 5.83 billion USD [2] Corporate Actions - SoftBank plans to increase its investment in the Vision Fund by 22.5 billion USD in December, raising its stake to approximately 11% [2] - The company announced a stock split of 1 share into 4 shares effective January 1, 2026, with a dividend of 5.5 yen per share for the fiscal year ending March 2026 [5]