软银股价较峰值下滑40%，显示市场对OpenAI的担忧

Core Viewpoint - Concerns over an artificial intelligence valuation bubble are increasing, putting pressure on SoftBank Group's stock price as traders increasingly view the company as a representative of OpenAI [1] Group 1: Stock Performance - SoftBank's stock has plummeted approximately 40% since late October, resulting in a market value loss of over 16 trillion yen (approximately 10.2 billion USD) [1] - The significant decline in SoftBank's stock price highlights its sensitivity to OpenAI rather than the overall weakness in the AI market, at least in the short term [1] Group 2: Market Context - The launch of Google's Gemini 3.0 has raised concerns that OpenAI will face new pressures, contributing to the negative sentiment surrounding SoftBank [1] - Analysts, including Kirk Budley, emphasize that the recent stock drop reflects SoftBank's direct exposure to OpenAI [1]