英伟达，突传利空！

Core Viewpoint - SoftBank unexpectedly announced the liquidation of its Nvidia shares, cashing out $5.83 billion (approximately 41.5 billion RMB) in October, which has led to a decline in Nvidia's stock price [1][5]. Financial Performance - SoftBank's latest financial report revealed a revenue of 3.74 trillion yen and a net profit of 2.92 trillion yen for the first half of the year. The second quarter revenue was 1.92 trillion yen, exceeding market expectations of 1.89 trillion yen, while net profit reached 2.50 trillion yen, significantly surpassing the forecast of 418.23 billion yen [3]. Stock Split Announcement - SoftBank announced a 1-for-4 stock split effective January 1 of the following year [4]. Investment Decisions - In addition to the financial report, SoftBank disclosed several major investment decisions, including the sale of Nvidia and T-Mobile shares, and an additional investment of $22.5 billion in OpenAI. This investment aims to enhance collaboration in AI technology development and infrastructure [5][6]. - The total investment in OpenAI will amount to $30 billion, following a previous investment of $7.5 billion [5]. Impact of AI Investments - SoftBank's investments in AI-related companies, including Nvidia and OpenAI, have significantly boosted its profitability. The report indicated that investments related to OpenAI contributed 2.156 billion yen in investment income, accounting for 54.9% of total investment income, and drove a 469.5% year-on-year increase in Vision Fund earnings [5][6]. Stock Performance - SoftBank's stock has surged by 148% this year, but concerns over an AI bubble have led to a recent decline, with a 19% drop in stock price over the past week [6].