軟銀專注AI發展 入股Nvidia(NVDA.US)及臺積電(TSM.US)
日本軟銀集團(9984.JP)正在增持Nvidia(NVDA.US)及臺積電(TSM.US),顯示軟銀正專注投資AI基礎工具及硬件。根據監管文件,截至3月底,軟銀在Nvidia的持股總值增至約30億美元,高於上一季的10億美元。同時,軟銀亦買入總值約3.3億美元的臺積電股票及1.7億美元的甲骨文(ORCL.US)股票。
《彭博》引述消息人士報道,軟銀旗下願景基金已在上半年套現近20億美元的公共及私人資產貨幣化。目前軟銀行政總裁孫正義正尋求更廣泛的合作,試圖在AI發展上扮演更重要的角色。孫正義認爲,美國的大型AI投資計劃將有潛力協助軟銀超越Nvidia,併成爲一間市值數萬億美元甚至更大的公司。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.