-- 週四，日本股市收高，日本國債走強，投資人結束假期重返市場，受科技公司財報利好和中東衝突擔憂緩解推動的全球風險情緒改善提振。 日經225指數上漲5.6%，或3320.72點，收在62833.84點。 日本國債在為期三天的市場休市後上漲，日圓兌美元匯率在近期因疑似東京當局幹預而走強後，維持在156附近。 華爾街股市因強勁的人工智慧驅動型企業財報（包括AMD的財報）創下歷史新高，以及伊朗正在審查美國提出的結束中東衝突的提議，也提振了投資者情緒。 在國內方面，日本央行3月18日至19日會議紀要週四顯示，如果伊朗衝突引發的石油衝擊持續並加劇通膨，政策制定者將討論進一步升息。多位董事會成員警告稱，能源價格持續上漲和通膨預期上升可能需要收緊貨幣政策，而日本央行維持利率在0.75%不變。 企業方面，東曹株式會社（TYO:4042）股價上漲12%，此前該公司宣布計畫在2029年前大規模生產用於人工智慧資料中心的高速塑膠光纜。 三菱重工（TYO:7011）股價下跌超過1%，該公司正在改造燃氣渦輪生產線，以提高產量並限制資本支出。同時，柯尼卡美能達（TYO:4902）股價上漲3%，此前該公司宣布計劃在2029年3月前將基於人工智慧的食品生產微生物篩選系統商業化。
Related Articles
International
Challenger US April Layoff Intentions Rise From March, Led by Technology Sector
Outplacement firm Challenger, Gray & Christmas said Thursday that companies planned to cut 83,387 jobs in April, up from 60,620 in March but below the 105,441 level at the same time a year earlier.The largest layoff count in April was in the technology sector, which accounted for 33,361 of those intentions, with increased use of artificial intelligence with the most cited reason for layoffs."Technology companies continue to announce large-scale cuts and are leading all industries in layoff announcements," said Andrew Challenger, the company's chief revenue officer. "They are also often citing AI spend and innovation. Regardless of whether individual jobs are being replaced by AI, the money for those roles is."There were 10,049 hiring plans announced in April, down from the 32,826 hiring plans in March and from 16,191 a year ago.
International
Challenger US April Layoff Intentions 83,387 Vs. Prior 60,620; 105,441 Year-Ago
Asia
Bharat Forge's Consolidated Net Profit Declines in Fiscal Q4; Shares Up 5%
Bharat Forge's (NSE:BHARATFORG, BOM:500493) consolidated net profit declined to 2.33 billion Indian rupees in the fiscal fourth quarter ended March 31, from 2.83 billion rupees a year ago.Earnings per share contracted to 4.86 rupees from 5.92 rupees a year earlier, according to a Thursday filing to the Indian stock exchanges.Revenue from operations, however, increased to 20.3 billion rupees from 17.0 billion rupees a year ago.The company's board recommended a final dividend of 6.50 rupees per equity share of the face value of 2 rupees each for the financial year ended March 31.Bharat Forge's shares were up nearly 5% in recent trade.
$BOM:500493$NSE:BHARATFORG