据财联社报道，软银集团旗下的全球知名风险投资基金——愿景基金，近期因市场波动及投资策略调整，已对其持股组合进行了大规模的抛售和减记，涉及金额高达数百亿美元。这一举措标志着软银集团创始人孙正义的投资重心正从高风险的初创企业投资转向更为稳健的半导体和人工智能（AI）领域。
孙正义，这位曾经以大胆投资互联网巨头如阿里巴巴而闻名的商业巨头，现在正寻求在科技行业的核心领域实现战略转型。随着全球科技市场不确定性增加，软银愿景基金的这一转变反映出孙正义对市场环境的敏锐洞察和对长期价值投资的追求。
在AI和芯片领域，软银已经显示出浓厚的兴趣。这些领域不仅是当前科技行业的热点，也是未来科技创新的关键驱动力。通过投资这些领域，软银有望在未来的科技竞赛中占据更有利的位置，同时降低投资组合的波动性，提高资产的稳定性和可持续性。
尽管愿景基金过去的投资策略曾为软银带来丰厚回报，但随着市场环境的变化，孙正义显然认为，转向更具战略意义的领域投资是保持集团竞争力的关键。这一战略调整不仅影响软银的投资组合，也将对全球科技投资格局产生深远影响。
英语如下：
**News Title:** “Masayoshi Son’s Transformation: SoftBank Vision Fund Shifts from Venture Capital, Doubles Down on AI and Chip Investments”
**Keywords:** SoftBank Vision Fund, Share Price Decline, Masayoshi Son’s Transformation
**News Content:**
Title: Masayoshi Son Leads SoftBank Vision Fund’s Transformation, Focusing on AI and Chip Investments
According to Cailian Press, SoftBank Group’s renowned global venture capital fund, the Vision Fund, has recently undergone a significant divestment and writedown of its portfolio holdings due to market fluctuations and a shift in investment strategy. The scale of these actions is estimated to be in the tens of billions of dollars. This move signals a change in focus for SoftBank Group’s founder, Masayoshi Son, from high-risk startup investments to more stable sectors like semiconductors and artificial intelligence (AI).
Renowned for his bold investments in internet giants like Alibaba, Son is now seeking a strategic transformation in the core areas of the tech industry. In response to the increasing uncertainty in the global tech market, the Vision Fund’s shift showcases Son’s keen understanding of market dynamics and his pursuit of long-term value investments.
SoftBank has already demonstrated a strong interest in AI and chip sectors, which are not only the current hotspots in the tech industry but also the key drivers of future innovation. By investing in these domains, SoftBank aims to secure a more advantageous position in the upcoming tech race while reducing portfolio volatility, enhancing asset stability, and ensuring sustainability.
Despite the Vision Fund’s past success with its investment strategy, which has yielded substantial returns for SoftBank, Son clearly believes that shifting towards more strategically significant sectors is crucial for maintaining the group’s competitiveness. This strategic realignment will not only impact SoftBank’s investment portfolio but also have far-reaching effects on the global landscape of tech investments.
【来源】https://www.cls.cn/detail/1672636
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