孙正义出手！软银清仓英伟达，套现58亿美元转向其它AI投资

Group 1 - SoftBank Group has completely liquidated its holdings in NVIDIA, cashing out approximately $5.8 billion as founder Masayoshi Son plans significant investments focused on AI [5][6] - The company reported a net profit of 2.5 trillion yen (approximately $162 billion) for the second quarter of the fiscal year ending September 30, significantly exceeding market analysts' expectations of 418.2 billion yen [5][6] - SoftBank's stock price surged by 78% in the three months ending September 30, marking its best quarterly performance since Q4 2005, driven by substantial gains from its AI-related investments [6] Group 2 - Masayoshi Son is actively betting on the AI and semiconductor industries while reducing investments in other sectors, with plans including a $30 billion investment in OpenAI and discussions with TSMC regarding a $1 trillion AI manufacturing center in Arizona [6][7] - The company faces challenges in raising funds for new investments, including the $20 billion for OpenAI and $6.5 billion for acquiring Ampere Computing [7] - A report from Finimize indicates that the previous strategy of buying SoftBank for low-cost access to Arm shares and broader AI exposure has exceeded expectations, but the discount opportunity has largely disappeared, suggesting it may be a good time to sell and realize profits [7]