孙正义,重回首富
投资界·2025-11-05 01:50

Core Viewpoint - The article highlights the remarkable resurgence of Masayoshi Son, the founder of SoftBank, driven by significant investments in artificial intelligence (AI) and technology stocks, particularly Nvidia, which has led to a substantial increase in his personal wealth and SoftBank's market value [2][5][11]. Group 1: Financial Performance - SoftBank's market value reached approximately 38 trillion yen (about 1.7 trillion yuan), with a stock price surge from around 5,700 yen to 25,000 yen per share, marking an impressive increase [5]. - In the first quarter of the 2025-2026 fiscal year, SoftBank reported revenues of 1.82 trillion yen, a year-on-year growth of 7%, and a pre-tax profit of 689.94 billion yen, a significant increase of 205.7% [5]. - The Vision Fund's investment returns amounted to 726.84 billion yen, with a pre-tax profit of 451.39 billion yen, indicating a turnaround from previous losses [5]. Group 2: Investment Strategy - Son's aggressive investment strategy includes substantial stakes in Nvidia, Intel, and a $30 billion commitment to OpenAI, alongside a $5.375 billion acquisition of ABB's robotics business [3][10]. - SoftBank's investment in Nvidia increased in value from $1 billion to approximately $3 billion, with additional investments in TSMC and Oracle [5]. - Son's past missed opportunities with Nvidia, including selling all shares in 2019, highlight the volatility and risks associated with high-stakes investments [6]. Group 3: Future Outlook - Son aims for SoftBank to become the leading platform in the global AI sector over the next decade, predicting that AI will impact 5% to 10% of global GDP [11]. - The competition in AI is expected to be a comprehensive battle involving technology, products, and ecosystems, rather than a winner-takes-all scenario [11].