Nvidia(US:NVDA) Sou Hu Cai Jing·2025-11-13 02:36Core Viewpoint - The contrasting investment strategies of SoftBank's Masayoshi Son, who sold all shares of Nvidia for a profit of 41.5 billion, and investor Duan Yongping, who bought shares, highlight differing approaches to market opportunities and risk management [1][3]. Group 1: Masayoshi Son's Strategy - Masayoshi Son's decision to cash out from Nvidia aligns with his historical approach of securing profits before market peaks, as seen in his previous exit from Alibaba before the internet bubble burst [3]. - Nvidia's stock has risen over 48% this year, with a market capitalization nearing 5 trillion, prompting Son to lock in profits and prepare for future investments in AI [3]. Group 2: Duan Yongping's Perspective - Duan Yongping's investment philosophy focuses on the long-term value of companies, believing that Nvidia's technological advantages in AI chips are unassailable in the short term [3]. - He views the current stage of AI development as just the beginning, with vast future application potential, which justifies his decision to buy during market fluctuations [3]. Group 3: Investment Strategies for Ordinary Investors - Ordinary investors should align their strategies with their risk tolerance and investment style, whether it be trend-following like Son or value investing like Duan [4][5]. - The importance of establishing a personal investment system is emphasized, as there is no universally correct approach, only what suits individual strategies [6].