【大型科技企业资本开支预期向好，日本股市走高】投资者梳理各大科技巨头财报，市场对科技企业资本支出前景持乐观情绪，带动日本股市上行。东证股价指数上涨 0.5%，报 4052.96 点；日经 225 指数涨 1.1%，报 66869.57 点。东京电子是拉动东证指数上涨贡献最大的成分股，涨幅达 3.1%。该指数共计 1636 只成分股中，753 只收涨、773 只下跌，110 只平盘。野村证券资深策略师Takashi Ito表示：“美国头部科技企业加大资本投入，日本人工智能、半导体相关个股将从中受益。”谷歌母公司 Alphabet 再度上调 2026 年本已处于高位的资本开支预期，并向投资者透露，为全力搭建支撑人工智能战略所需的算力基础设施，全年资本支出或将突破 2000 亿美元。
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