国芯网·2025-11-11 11:57Core Viewpoint - The article discusses the recent sale of all Nvidia shares by SoftBank Group, led by Masayoshi Son, which generated $5.83 billion. This move reflects market fatigue regarding Nvidia's valuation and concerns about a potential AI bubble [2][4][5]. Group 1: SoftBank's Nvidia Holdings - As of the end of Q2, SoftBank sold 32.1 million shares of Nvidia for $5.83 billion [4]. - SoftBank's investment portfolio includes leading AI companies such as OpenAI and Oracle, contributing to a 78% stock price surge in the last three months [4]. - SoftBank initially acquired nearly 5% of Nvidia for $4 billion in 2017 but sold all shares in 2019 for $7 billion, missing significant gains as Nvidia's market cap soared from $1 trillion to $4 trillion [4]. Group 2: Nvidia's Market Performance - Nvidia's stock market value briefly exceeded $5 trillion but dropped to approximately $4.84 trillion within two weeks [5]. - The recent sell-off indicates a broader market concern regarding the sustainability of Nvidia's high valuation and the potential for an AI bubble [5]. - Nvidia's stock has been significantly influenced by the AI boom, with its market cap reaching unprecedented levels [4].