中国基金报·2025-11-11 08:03Market Overview - Asian markets experienced a synchronized decline, with major indices showing a pattern of opening high and closing low. The Shanghai Composite Index fell by 0.39%, the Shenzhen Component dropped by 1.03%, and the ChiNext Index decreased by 1.4% [2][14] - A total of 2,785 stocks rose, while 2,504 stocks declined, indicating a bearish sentiment in the market [3][4] Stock Performance - The photovoltaic sector saw a collective rise, with companies like Zhonglai Co. and GCL-Poly Energy hitting the upper limit [7][8] - The consumer sector also experienced gains in the afternoon, with stocks like Huanlejia reaching the upper limit [9][10] - Conversely, the storage chip sector faced adjustments, with companies like Shannon Microelectronics dropping nearly 10% [11][12] SoftBank's Strategic Moves - SoftBank Group announced the complete divestment of its Nvidia shares for $5.83 billion, selling 32.1 million shares to pave the way for new investments in the AI sector [17][18] - The sale was part of a broader strategy to enhance SoftBank's influence in the AI field, with the company also divesting some of its T-Mobile holdings [18] - SoftBank's net profit for the second quarter exceeded expectations, reaching 2.5 trillion yen (approximately $162 billion), driven by gains from its Vision Fund and AI-related assets [18][19] Investment Focus - CEO Masayoshi Son is actively pursuing investments in AI and chip sectors while scaling back on other investments, including a potential $30 billion investment in OpenAI [19] - Concerns remain regarding the high valuations of AI companies and their capital expenditures, as well as the benefits from the large data centers and infrastructure being developed [19]