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.
在最近的股東會議上，SoftBank集團(場外交易:SFTBF) (場外交易:SFTBY)的創始人孫正義因出售公司在NVIDIA Corp (納斯達克:NVDA)的股份而表達了遺憾。這一舉動導致SoftBank錯失了高達1570億美元潛在收益，這是基於半導體設計師的現在股票價格。
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.
發生了什麼事：華爾街日報報道稱，孫正義在上週五的東京年度股東大會上承認2019年出售Nvidia股票的決定不明智。這個決定是爲了保證SoftBank的Vision Fund投資車輛的回報。
"The fish that got away was big," Son lamented.
“逃脫的大魚很大，”孫正義懊悔地說。
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.
在出售時，SoftBank的Vision Fund持有Nvidia的4.9%的股份。出售使700 million美元的初始投資獲得了33億美元的回報。然而，由於對其ai芯片需求的推動，NVIDIA的上漲使其成爲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.
截至週四，Nvidia的市值約爲3.22萬億美元，僅次於微軟的3.31萬億美元。如果SoftBank保留其Nvidia的股份，那麼今天價值約爲1.6萬億美元，這代表了將近1.57萬億美元的機會損失。
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.
孫正義還透露，他曾考慮讓Nvidia成爲他的科技集團的一部分。在2016年，SoftBank收購了英國芯片設計公司Arm之後，孫正義與Nvidia首席執行官黃仁勳商討了一個潛在的收購交易。然而，這筆交易沒有成交。
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.
爲什麼它很重要：孫正義對Nvidia的遺憾正值SoftBank正在經歷重大變革之際。該公司正在從風險投資轉向對半導體和人工智能的投資。這一轉變是孫正義旨在重振SoftBank投資組合的策略的一部分。
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，這一策略並不是沒有挑戰。孫正義提到他曾考慮投資OpenAI，即人工智能聊天機器人ChatGPT的創建者，但OpenAI的聯合創始人Sam Altman選擇了接受微軟的投資。
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月以來，Nvidia的股價已經暴漲1000%，使其成爲世界上第二大上市公司。這次漲勢讓投資者們對Nvidia的增長持續性進行辯論，考慮到它在ai芯片生產方面的主導地位。
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.
價格行情：據Benzinga Pro稱，Nvidia週四收盤價爲130.78美元，較前期交易的129.23美元下跌了3.54%。
Photo courtesy: Shutterstock
圖片來源：shutterstock
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。