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Hiroki Takei称：“从指数层面看，日经指数尤其接近历史高位；从贡献度看，本轮上涨几乎完全由半导体板块驱动。这意味着其他板块仍有上涨空间。”　　财报与人工智能　　受芯片股反弹、人工智能交易重回投资者视野推动，韩国股市周一上涨超1%，收复伊朗战争引发的跌幅。　　战争期间，亚洲科技企业财报展现出韧性。台积电因人工智能芯片需求强劲，上调2026年营收预期；三星电子季度利润飙升八倍。韩国存储芯片制

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