Sou Hu Cai Jing·2025-11-13 10:21Core Viewpoint - SoftBank has completely sold its stake in Nvidia, valued at approximately £4.4 billion (around ¥41.08 billion), raising concerns in the market about a potential bubble in the AI-driven stock market [1][3]. Group 1: SoftBank's Actions - SoftBank has sold all 32.1 million shares of Nvidia it held, indicating growing anxiety over high valuations in the tech sector [3]. - The sale is intended to fund new AI investments, particularly supporting CEO Masayoshi Son's significant bet on OpenAI, requiring over $30 billion (approximately ¥213.44 billion) [3]. Group 2: Market Reactions - The CFO of SoftBank, Yoshimitsu Goto, expressed uncertainty about whether the market is in an AI bubble, which may cause investor unease [3]. - Analysts suggest that the reduction in holdings indicates that Masayoshi Son believes the momentum that pushed Nvidia to become the first company with a market cap of $5 trillion is waning [3]. - Recently, Nvidia's stock price fell by 3% in New York, despite maintaining a market cap of around $4.7 trillion, having doubled since April and increased over tenfold in three years [3]. Group 3: Broader Market Concerns - Concerns about an "AI bubble" have been escalating, with leaders from major investment banks like Goldman Sachs, JPMorgan, and Morgan Stanley warning of a potential market correction [3]. - Hedge fund manager Michael Burry has bet £835 million against Nvidia and Palantir, reflecting skepticism about the sustainability of current valuations [4].