3900亿，孙正义重回首富宝座

Core Viewpoint - Masayoshi Son, the founder of SoftBank Group, has made a remarkable comeback, with his personal wealth surging by 248% to $55.1 billion (approximately 392.8 billion RMB) as of October 2023, reclaiming the title of Japan's richest person [5][6]. Financial Performance - SoftBank Group reported strong financial results for the first quarter of the fiscal year 2025-2026, with revenue reaching 1.82 trillion yen, a year-on-year increase of 7%. Notably, the pre-tax profit soared to 689.94 billion yen, a staggering increase of 205.7% [9]. - The Vision Fund's investment income was 726.84 billion yen, with a pre-tax profit of 451.39 billion yen, marking a successful turnaround from previous losses [10]. Investment Strategy - Son's wealth increase is attributed to the significant rise in SoftBank's stock price, driven by strategic investments in AI and technology companies [7][11]. - In 2025, Son made substantial investments, including $30 billion in OpenAI, $5.375 billion to acquire ABB's robotics business, and $2 billion in Intel, while increasing holdings in Nvidia and TSMC [16]. AI Focus - Son's investment philosophy emphasizes identifying companies with the potential to become leaders in their fields and significantly impact the world. He aims for SoftBank to become the top platform company in the global AI sector over the next decade [20][25]. - The partnership with OpenAI is part of a broader initiative, including a $500 billion investment plan to build next-generation AI supercomputing infrastructure across the U.S. [18]. Historical Context - Son's journey has not been without challenges, including past investment failures like WeWork. However, his early investments in Alibaba and Yahoo have yielded significant returns, showcasing his ability to identify promising ventures [12][22]. Market Outlook - Despite initial successes in AI investments, concerns remain about the timing and sustainability of these investments, particularly regarding the high valuations of companies like OpenAI and Nvidia. Analysts warn of potential risks if the AI sector does not meet growth expectations [24].