[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8ae92c8d":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dcio8ae92c8d","软银套现58亿美元清仓英伟达（NVDA），并表示将继续布局人工智能生态","\u002Fdoc\u002Fdcio8ae92c8d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>软银(SFTBY)最新公布的季度财报显示，受益于科技股强势反弹，其持有的英伟达和英特尔等公司股权价值显著提升，超预期实现净利润大幅跃升。软银出售了所持的全部英伟达股份，在这笔交易中入账58亿美元。这些股份以及愿景基金初创企业投资部门的一笔意外之财，帮助软银在第二财季实现2.5万亿日元(合162亿美元)的净利润，远超分析师平均预期的4182亿日元。\u003C\u002Fp>\u003Cp>财报显示，软银2025财年第二季度销售净额 1.92 万亿日元；上半年销售净额 3.74 万亿日元，净利润 2.92 万亿日元。\u003C\u002Fp>\u003Cp>业绩报告显示，截至第二季度末，3210 万股英伟达股票（含资产管理子公司持股）已于 2025 年 10 月以 58.3 亿美元价格售出。软银还表示，从对 OpenAI 的投资中获得 2.157 万亿日元投资收益。\u003C\u002Fp>\u003Cp>软银还宣布将于明年1月1日进行1拆4的拆股。\u003C\u002Fp>\u003Cp>美股投资网分析过，孙正义的公司现在拥有的投资组合包括一些全球最炙手可热的人工智能公司：OpenAI和甲骨文。这些股份增加了软银的账面收益，并帮助推动其股价在截至9月的三个月里累计上涨78%——这是该公司自2005年12月当季以来最强劲的表现。\u003C\u002Fp>\u003Cp>花旗集团分析师 Keiichi Yoneshima 在财报发布前的一份研究报告中写道，软银成功收回投资的项目数量有所增加，“因此我们上调了预期”。这位分析师将软银股票的目标价设定为27100日元，他的计算参考了OpenAI的估值，并假设其未来的估值区间为5000亿美元至1万亿美元。\u003C\u002Fp>\u003Cp>孙正义正在积极寻求从人工智能和芯片投资热潮中获利，尽管他在缩减其他投资，但这位软银创始人的雄心推动了多个项目，包括“星际之门”数据中心的推出，以及计划中对OpenAI的300亿美元投资。\u003C\u002Fp>\u003Cp>软银将于 12 月通过愿景基金 2 号向 OpenAI 追加投资 225 亿美元，OpenAI 的共同投资者承诺参与全部 100 亿美元的银团融资。\u003C\u002Fp>\u003Cp>孙正义还在争取台积电(TSM)等企业参与亚利桑那州一个耗资1万亿美元的人工智能制造中心。软银甚至在今年早些时候探索收购美国芯片制造商迈威尔科技(MRVL)。\u003C\u002Fp>\u003Cp>挑战将是如何平衡新投资背后的融资，包括对OpenAI的大约200亿美元投资，以及计划收购芯片设计公司 Ampere Computing 的65亿美元。对支撑人工智能公司的高估值及其资本支出，以及谁将最终从在建的大型数据中心和其他基础设施中受益的担忧也持续存在。\u003C\u002Fp>\u003Cp>Finimize Research在财报发布前发布在Smartkarma上的一份研究报告指出，\"简单的操作是买入软银的股票，以便廉价投资 Arm 的股票，并获得更广泛的人工智能和科技行业敞口。这个想法已被证明非常正确——该股涨幅超过一倍，远远超过净资产价值的温和上涨，\"这里所说的净资产价值是指软银的净资产价值。\u003C\u002Fp>\u003Cp>这位分析师表示，\"但现在的折价基本消失了，所以软银不再是一个'廉价'的投资选项。因此，在此基础上，现在可能是卖出并获利了结的好时机。\"\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002FUploader3r3evueg01f_2025_11_11_09_25_23.jpg","2025-11-11T17:21:08.873","2025.11.11","2025\u002F11\u002F11",45235,[22,23,24],"NVDA","软银","SOFTBANK","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[35,39],{"productId":36,"serviceName":37,"priceText":38},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":40,"serviceName":41,"priceText":42},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":45,"images":70,"summaryHtml":75,"aboutTitle":76,"aboutHtml":77,"copyrightHtml":78},[46,49,52,55,58,61,64,67],{"label":47,"url":48},"深度报告","\u002Fcol\u002FdepthReport",{"label":50,"url":51},"VIP会员","\u002Fplan",{"label":53,"url":54},"期权推荐","\u002FOption",{"label":56,"url":57},"低价暴涨股","\u002FPenny",{"label":59,"url":60},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":62,"url":63},"美股课程","\u002Fcol\u002Fvideos",{"label":65,"url":66},"免责声明","\u002Fdisclaimer",{"label":68,"url":69},"联系我们","\u002FContactUs",[71,72,73,74],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]