软银清仓英伟达 AI投资逻辑变了吗?

金融投资报
Nov 14, 2025

■郭施亮英伟达成为全球第一家市值冲破5万亿美元的上市公司。截至11月11日,英伟达全年涨幅高达45%。2023年和2024年,英伟达的年内涨幅分别为 240.29%和171.46%。短短三年时间,英伟达最大涨幅高达十倍。5万亿美元市值的英伟达,是否已经充分反映出未来的盈利预期?软银以58.3亿美元的金额清仓了英伟达,这一信号引发市场的高度关注。软银选择清空英伟达股票的时间点是在2025年10月,...

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