日经225指数周三上涨1.3%,收于50900点,创下历史新高,并追随华尔街科技股的反弹,因为对人工智能的乐观情绪继续助长市场情绪。在首席执行官黄仁勋公布了一系列合作伙伴关系并消除了对人工智能泡沫的担忧后,人工智能领头羊英伟达创下历史新高。对人工智能或全球芯片供应链有较强敞口的日本公司大幅上涨,其中Advantest(14.7%)、软银集团(2.1%)、Lasertec(5.9%)、藤仓(4.3%)和迪斯科公司(2.5%)领涨。投资者还预计美联储将于周三晚些时候降息,而日本央行将于周四保持政策不变。周二,美国总统唐纳德·特朗普会见了新任首相高一,承诺深化美日关系,并签署了关于贸易和关键矿产的协议,正式确定了高一前任制定的更广泛协议的一部分。
The Nikkei 225 Index jumped 1.3% toward 50,900 on Wednesday, marking fresh record highs and tracking a tech-driven rally on Wall Street as optimism surrounding artificial intelligence continued to fuel sentiment. AI bellwether Nvidia hit new all-time highs after CEO Jensen Huang unveiled a slate of partnerships and brushed off concerns about an AI bubble. Japanese firms with strong exposure to AI or the global chip supply chain advanced sharply, led by Advantest (14.7%), SoftBank Group (2.1%), Lasertec (5.9%), Fujikura (4.3%) and Disco Corp (2.5%). Investors also positioned for an expected rate cut from the US Federal Reserve later Wednesday, while the Bank of Japan is set to keep policy unchanged on Thursday. On Tuesday, US President Donald Trump met with new Prime Minister Sanae Takaichi, pledging deeper US-Japan ties and signing agreements on trade and critical minerals that formalized parts of a broader deal crafted under Takaichi’s predecessor.