Regret Missing Out On Nvidia Rally? You're Not Alone, As SoftBank's Masayoshi Son Laments $157B Lost Opportunity: 'The Fish That Got Away'
Regret Missing Out On Nvidia Rally? You're Not Alone, As SoftBank's Masayoshi Son Laments $157B Lost Opportunity: 'The Fish That Got Away'
In a recent shareholder meeting, Masayoshi Son, the founder of SoftBank Group (OTC:SFTBF) (OTC:SFTBY), expressed regret over the decision to sell the company's stake in NVIDIA Corp (NASDAQ:NVDA). This move resulted in SoftBank missing out on a potential $157 billion windfall, based on the current share price of the semiconductor designer.
在最近的股东会议上，SoftBank集团(场外交易:SFTBF) (场外交易:SFTBY)的创始人孙正义因出售公司在NVIDIA Corp (纳斯达克:NVDA)的股份而表达了遗憾。这一举动导致SoftBank错失了高达1570亿美元潜在收益，这是基于半导体设计师的现在股票价格。
What Happened: Son admitted to the regrettable sale of Nvidia shares in 2019 at the annual shareholder meeting in Tokyo on Friday, reported The Wall Street Journal. The decision was made to secure returns for SoftBank's Vision Fund investment vehicle.
发生了什么事：华尔街日报报道称，孙正义在上周五的东京年度股东大会上承认2019年出售Nvidia股票的决定不明智。这个决定是为了保证SoftBank的Vision Fund投资车辆的回报。
"The fish that got away was big," Son lamented.
“逃脱的大鱼很大，”孙正义懊悔地说。
At the time of the sale, SoftBank's Vision Fund held a 4.9% stake in Nvidia. The sale yielded a $3.3 billion return on the initial $700 million investment. However, Nvidia's subsequent rise, driven by the demand for its AI chips, saw the company briefly become the world's most valuable listed firm.
在出售时，SoftBank的Vision Fund持有Nvidia的4.9%的股份。出售使700 million美元的初始投资获得了33亿美元的回报。然而，由于对其ai芯片需求的推动，NVIDIA的上涨使其成为世界上市值最高的公司之一。
As of Thursday, Nvidia's market value was approximately $3.22 trillion, just behind Microsoft's $3.31 trillion. If SoftBank had retained its Nvidia stake, it would be worth around $160 billion today, representing a missed opportunity of nearly $157 billion.
截至周四，Nvidia的市值约为3.22万亿美元，仅次于微软的3.31万亿美元。如果SoftBank保留其Nvidia的股份，那么今天价值约为1.6万亿美元，这代表了将近1.57万亿美元的机会损失。
Son also revealed that he had considered making Nvidia part of his technology conglomerate. In 2016, after SoftBank acquired U.K. chip designer Arm, Son discussed a potential acquisition with Nvidia CEO Jensen Huang. However, the deal did not materialize.
孙正义还透露，他曾考虑让Nvidia成为他的科技集团的一部分。在2016年，SoftBank收购了英国芯片设计公司Arm之后，孙正义与Nvidia首席执行官黄仁勋商讨了一个潜在的收购交易。然而，这笔交易没有成交。
Why It Matters: Son's regret over the Nvidia sale comes at a time when SoftBank is undergoing significant changes. The company is pivoting from venture capital to investments in semiconductors and AI. This shift is part of Son's strategy to revitalize SoftBank's investment portfolio.
为什么它很重要：孙正义对Nvidia的遗憾正值SoftBank正在经历重大变革之际。该公司正在从风险投资转向对半导体和人工智能的投资。这一转变是孙正义旨在重振SoftBank投资组合的策略的一部分。
However, this strategy has not been without challenges. Son mentioned that he had considered investing in OpenAI, the creator of AI chatbot ChatGPT, but OpenAI co-founder Sam Altman opted for an investment from Microsoft instead.
然而，这一策略并不是没有挑战。孙正义提到他曾考虑投资OpenAI，即人工智能聊天机器人ChatGPT的创建者，但OpenAI的联合创始人Sam Altman选择了接受微软的投资。
Nvidia's stock has surged over 1,000% since October 2022, making it the second-largest listed company in the world by market capitalization. This rally has left investors debating the sustainability of Nvidia's growth, given its dominance in AI chip production.
自2022年10月以来，Nvidia的股价已经暴涨1000%，使其成为世界上第二大上市公司。这次涨势让投资者们对Nvidia的增长持续性进行辩论，考虑到它在ai芯片生产方面的主导地位。
Price Action: Nvidia closed 3.54% lower at $130.78 on Thursday while it was at $129.23 in premarket trading, according to Benzinga Pro.
价格行情：据Benzinga Pro称，Nvidia周四收盘价为130.78美元，较前期交易的129.23美元下跌了3.54%。
Photo courtesy: Shutterstock
图片来源：shutterstock
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成，并由Kaustubh Bagalkote