更专注AI和半导体，甚至有意PK英伟达！软银出售部分“愿景基金”资产

华尔街见闻05-11

孙正义投资重心转为半导体和人工智能行业了？ 5月10日，据媒体报道，软银集团旗下有一个叫做“愿景基金”的旗舰投资基金，它是全球最大的风险投资基金之一，这个基金曾经很喜欢投资初创公司，特别是那些有潜力的科技公司。此前，软银的创始人孙正义对风险投资交易情有独钟，但最近，孙正义改变了策略，他开始减少传统的风险投资，并转向对高科技行业如半导体和人工智能的战略性投资。据悉，孙正义之所以计划将投资重心转向...

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SoftBank sells some \"Vision Fund\" assets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PK":1,"NVDA":1},"content_text":"孙正义投资重心转为半导体和人工智能行业了？\n5月10日，据媒体报道，软银集团旗下有一个叫做“愿景基金”的旗舰投资基金，它是全球最大的风险投资基金之一，这个基金曾经很喜欢投资初创公司，特别是那些有潜力的科技公司。此前，软银的创始人孙正义对风险投资交易情有独钟，但最近，孙正义改变了策略，他开始减少传统的风险投资，并转向对高科技行业如半导体和人工智能的战略性投资。\n据悉，孙正义之所以计划将投资重心转向半导体和人工智能领域，是因为受到旗下芯片设计公司Arm成功的启发。Arm自去年上市以来，市值已飙升至约1060亿美元，这使得软银集团持有的Arm的90%的股份的价值超过了软银集团自身的整体市值。\n孙正义现在考虑的一个大胆计划是支持一个1000亿美元的芯片企业，以挑战芯片行业巨头英伟达公司，并提供支持人工智能服务发展的半导体。尽管这位66岁的企业家的计划还在变动中，但他的方向已经非常明确。\n媒体援引知情人士消息称，孙正义现在正在卖掉部分基金资产，为进军AI及相关硬件领域做准备。数据显示，目前愿景基金在美国上市公司投资组合的价值已缩水近290亿美元。具体来看，自2021年底以来，愿景基金逐渐卖掉了一些它持有的美国上市公司股份，比如Coupang、DoorDash和Grab这些公司，以及这些公司股价也有所下跌。\n据了解，软银集团的资产出售情况通过向美国证券交易委员会提交的13F文件披露，这些文件仅代表基金在美国上市公司的持股情况，大约占其公开上市的公司投资组合公允价值的一半。此外，愿景基金还在逐步减持其在印度初创公司Paytm的股份，现在软银在这家公司的持股比例不足5%。\n当然，在抛售过程中，为了尽量减小对市场的干扰，软银启用了内部专业团队来操作交易。据知情人士透露，软银内部有一个专门的团队，这个团队里有很多以前在高盛等地方工作过的交易员。他们的工作是帮助愿景基金把持有的大量股份卖掉，换成现金，同时尽量不让这些交易影响到股市的正常运行。\n现在的愿景基金和以前比起来，规模小了很多，也裁员了很多人，新的投资也放慢了很多。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2434926892"}