日股创两周来最大单日涨幅，AI 与芯片股成主力
深潮 TechFlow 消息，5 月 21 日，受 AI 概念重获追捧及伊核和谈预期推动，日经 225 指数周四收涨 3.14%至 61,684.14 点，创 5月 7 日以来最大单日涨幅；东证指数上涨 1.64%。此前英伟达发布乐观销售预测，提振了美股及科技股情绪。同时，特朗普称伊核谈判已进入“最后阶段”，油价应声大跌，缓解供应担忧。此外，三星电子避免罢工、OpenAI 筹划上市等消息也提振了市场情绪。
受此影响，软银集团股价涨停。野村证券股票策略师 Akiyama Wataru 表示：“由于三星电子避免罢工和英伟达财报等进展，市场正由 AI 和半导体相关股票领涨。”“由于原油价格下跌，我们看到广泛行业的股票都在上涨。”(金十)
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