-- 据《日经新闻》周五报道,约70%的日本公司公布截至3月份的财年利润增长,主要得益于人工智能相关需求的增长。 芯片相关企业领涨,其中爱德万测试(Advantest,TYO:6857)和迪斯科(Disco,TYO:6146)的盈利均创历史新高,而日立(Hitachi,TYO:6501)则受益于数据中心的需求。报告称,包括发那科(Fanuc,TYO:6954)、基恩士(Keyence,TYO:6861)和TDK(TYO:6762)在内的工厂自动化和电子集团也实现了增长。 报告显示,日本企业净利润总额增长8%至12.3万亿日元,如果目前的趋势持续下去,有望连续第五年创下年度利润新高。 报告指出,部分行业依然疲软,小松(Komatsu,TYO:6301)和东京制铁(Tokyo Steel Manufacturing,TYO:5423)受到关税、中国价格压力和能源成本上涨的冲击。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)
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