【日本股市告别“AI独舞”! 七成企业盈利超预期，“AI算力瓶颈+优质现金流”酝酿全面牛市】智通财经APP获悉，尽管油价飙升，日本企业仍交出了五年来最大幅度超出预期的盈利表现，令投资者们期待各行业强劲的利润增长能够推动市场涨势从人工智能算力基础设施相关交易向更广泛主题领域扩散，市场开始押注该国股市拥抱全面上涨式扩散牛市。但毋庸置疑的是，史无前例的AI基础设施建设狂潮仍然是日本科技板块乃至整个日本股市盈利弹性、估值提升与外资回流的关键基石。
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