【美光财报点燃AI交易，日本芯片股集体大涨】美光科技公布强于预期的财报和业绩指引后，日本半导体板块周四大幅上涨。市场将美光的强劲表现视为AI数据中心需求依然旺盛的又一信号，并迅速把这一预期扩散至芯片测试、制造设备、存储及电子元件等相关公司。截至北京时间14:00，日经225指数涨3.18%，报68877.28点。半导体及AI相关个股领涨，其中Lasertec涨11.09%，Advantest涨8.32%，太阳诱电涨8.05%，村田制作所涨8.2%，东京电子涨6.05%，铠侠涨5.33%，Rohm涨约3.36%。
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美光财报点燃AI交易，日本芯片股集体大涨
智通财经10-01
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