软银集团日股股价周四大涨逾18%，触及涨停板，投资者对美伊和平谈判的期待重燃科技股买盘热情，推动这家日本科技投资巨头强势反弹。
软银日股当日一度上涨18%至6424日元，触及日涨停限制，创下数月来最大单日涨幅。日经225指数盘中一度涨超4%，芯片相关股票集体走高。
市场人士指出，美伊双方正通过调解人就重启谈判框架进行磋商，旨在结束当前冲突。伊朗战争此前数周一直令数据中心投资计划蒙上阴影，因冲突推高了能源成本，并扰乱了芯片制造所需的化学品及其他物资供应。和平谈判的希望重燃，缓解了科技供应链的担忧，促使投资者重返人工智能和芯片板块。
支撑软银股价的还有旗下芯片设计子公司安谋控股的强劲季度业绩。安谋报告表明其第四财季利润上升，且新芯片需求旺盛。此外，软银近期宣布以40亿美元收购数字基础设施平台DigitalBridge，加速AI算力基建布局，进一步强化了市场对其AI战略的信心。
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