Softbank verkaufte überraschend alle Nvidia-Aktien

11.11.2025 10:27

Der Ertrag aus dem Verkauf des grossen Aktienpakets bringt Softbank einen Milliardengewinn. Nach den Quartalszahlen legen die Softbank-Papiere stark zu.

Firmengründer Masayoshi Son investiert rund um das Thema Künstliche Intelligenz. (Bild Shutterstock)

Insgesamt trennte sich Softbank von Anteilen im Wert von 5,8 Milliarden Dollar, wie der japanische Tech-Investor bei Vorlage der Bilanz für das dritte Quartal offenlegte. Damit meldete Softbank für das dritte Jahresviertel einen Gewinn von 16,2 Milliarden Dollar, der durch den unerwarteten Nvidia-Verkauf und Gewinne aus einem Fonds weit höher ausfiel als von Analysten erwartet. Auf Handelsplätzen ausserhalb Tokios legte die Softbank-Aktie nach Bekanntgabe der Zahlen um mehr als 7 Prozent zu.

Beteiligungen an KI-Hoffnungsträgern wie OpenAI und Oracle haben der Softbank-Aktie zu neuen Rekorden verholfen. Allein im dritten Quartal legte der Kurs um 78 Prozent zu. Analysten der Citigroup loben, dass sich Softbank-Wetten immer häufiger für die Firma auszahlten, und erhöhten daher ihre Prognose.

Riesige Investitionen

Firmengründer Masayoshi Son setzt voll auf die Chipbranche und investiert rund um das Thema Künstliche Intelligenz. Die Pläne des 68-Jährigen haben zahlreiche Initiativen befeuert, darunter den «Stargate»-Rollout von Rechenzentren und eine geplante Investition von 30 Milliarden US‑Dollar in OpenAI. Son umwirbt zudem den Chiphersteller TSMC und andere, um sich an einem KI‑Fertigungszentrum im Wert von 1 Billion US‑Dollar in Arizona zu beteiligen.

Herausfordernd für Softbank ist es, die Finanzierung hinter den neuen Investitionen auszubalancieren, darunter rund 20 Milliarden US‑Dollar für OpenAI und 6,5 Milliarden US‑Dollar für die geplante Übernahme des Chipdesigners Ampere Computing. Zudem bestehen weiterhin Bedenken hinsichtlich der hohen Bewertungen, die KI‑Firmen und deren Investitionsausgaben stützen, sowie der Frage, wer letztlich von den entstehenden grossen Rechenzentren und anderen Infrastrukturen profitieren wird.

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