“哭着清仓英伟达”

Group 1 - The core viewpoint is that SoftBank's CEO Masayoshi Son expressed regret over selling Nvidia shares, stating that the sale was necessary to raise funds for AI investments, particularly in OpenAI and data center projects [2][3]. - Son criticized the notion of an "AI investment bubble," arguing that AI could generate returns equivalent to 10% of global GDP in the long term, making substantial investments worthwhile [3]. - SoftBank sold its entire stake in Nvidia, amounting to approximately 32.1 million shares, for a total value of about $5.83 billion in October [5]. Group 2 - SoftBank initially invested $4 billion in Nvidia in 2017, acquiring nearly 5% of the company, but the recent sale meant missing out on Nvidia's market cap growth from $100 billion to $4 trillion [3]. - The company had been increasing its stake in Nvidia again, holding $1 billion in Q4 of last year and raising it to about $3 billion in Q1 of this year [4]. - The sale occurred amid rising concerns in the market regarding AI investments, which triggered a chain reaction in the market [3].