YOUNG财经 漾财经·2025-11-11 11:07Group 1 - SoftBank sold 32.1 million shares of NVIDIA for $5.83 billion, equivalent to approximately 41.5 billion RMB, as part of its earnings report on November 11 [3] - In addition to NVIDIA, SoftBank sold T-Mobile shares worth $9.17 billion between June and September [3] - SoftBank signed a revised agreement with OpenAI to invest an additional $22.5 billion, completing the investment through Vision Fund 2 by December [4] Group 2 - SoftBank's founder, Masayoshi Son, saw his net worth increase by 248% to $55.1 billion, reclaiming the title of Japan's richest person [4] - SoftBank's stock price surged from 5,700 JPY to 25,000 JPY since April, marking an increase of over 338% and pushing its market capitalization above 38 trillion JPY, approximately 1.7 trillion RMB [5] - As of November 11, SoftBank's stock has risen 148% year-to-date [6] Group 3 - NVIDIA's market capitalization briefly exceeded $5 trillion but fell to approximately $4.84 trillion by November 11, reflecting market fatigue regarding valuations and concerns over a potential AI bubble [6] - The current consensus in the U.S. capital markets suggests that the AI narrative may not be sustainable, with significant investments in general artificial intelligence (AGI) lacking a clear development path [6] - Concerns are growing about an impending bubble burst, with AI-related stocks comprising over 44% of the S&P 500 index [6]