日本日经指数周二收高，受英伟达宣布在中国恢复销售AI芯片消息提振，芯片相关股集体走强，抵消了早盘对美国通胀数据和国内选举的担忧情绪。日经指数.N225上涨0.55%，收于39,678.02点，盘中一度下跌0.2%。投资者起初权衡稍晚公布的美国消费者价格报告和日本选举结果，但英伟达的利好消息带动日本芯片股上扬，推升指数。
AI芯片巨头英伟达NVDA.O表示，将重启向中国销售其H20图形处理单元（GPU）芯片，并预期很快获得美国政府出口许可。芯片设备制造商东京电子的股价飙升3.49%，成为日经指数最大推动力；芯片测试设备商爱德万测试6857.T逆转走势，收涨1.78%。
作为数据中心投资指标的电线电缆股表现强劲，古河电气工业5801.T跃升6.49%，领涨大盘；藤仓5803.T上涨3.95%。更广泛的东证指数.TOPX微升0.09%，至2,825.31点。
全球投资者正等待6月美国CPI数据，关注关税对物价的潜在压力。日本市场则警惕执政联盟在7月20日参议院选举中可能失利，反对党承诺削减或废除消费税。空调制造商大金工业6367.T下跌2.6%，成为日经指数主要拖累因素。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.