软银增持英伟达、台积电股份 凸显孙正义对 AI 硬件的关注

SoftBank’s Stakes in Nvidia, TSMC Highlight Son’s AI Hardware Focus
软银增持英伟达、台积电股份 凸显孙正义对 AI 硬件的关注

SoftBank is increasing stakes in Nvidia (to $3B by March) and TSMC ($330M), reflecting Masayoshi Son’s focus on AI hardware. Its Vision Fund monetized $2B in assets H1 2025, with no pressure to do so. Central to SoftBank’s AI goals is Arm; Son is building a portfolio around it, aiming to catch up after missing Nvidia and TSMC’s growth. Nvidia is key for AI, and SoftBank’s investment may gain influence and access to its chips.

软银正在增持英伟达（截至 3 月持股达 30 亿美元）和台积电（3.3 亿美元）的股份，这体现了孙正义对人工智能硬件的关注。其愿景基金在 2025 年上半年变现了 20 亿美元资产，且并无变现压力。软银人工智能目标的核心是安谋（Arm）；孙正义正围绕该公司构建投资组合，力求在错失英伟达和台积电的增长机遇后迎头赶上。英伟达是人工智能领域的关键力量，软银的投资可能会为其赢得影响力以及获取英伟达芯片的机会。

软银 孙正义