-- 周四，日本股市收高，日本国债走强，投资者结束假期重返市场，受科技公司财报利好和中东冲突担忧缓解推动的全球风险情绪改善提振。 日经225指数上涨5.6%，或3320.72点，收于62833.84点。 日本国债在为期三天的市场休市后上涨，日元兑美元汇率在近期因疑似东京当局干预而走强后，维持在156附近。 华尔街股市因强劲的人工智能驱动型企业财报（包括AMD的财报）创下历史新高，以及伊朗正在审查美国提出的结束中东冲突的提议，也提振了投资者情绪。 在国内方面，日本央行3月18日至19日会议纪要周四显示，如果伊朗冲突引发的石油冲击持续并加剧通胀，政策制定者将讨论进一步加息。多位董事会成员警告称，能源价格持续上涨和通胀预期上升可能需要收紧货币政策，而日本央行维持利率在0.75%不变。 企业方面，东曹株式会社（TYO:4042）股价上涨12%，此前该公司宣布计划在2029年前大规模生产用于人工智能数据中心的高速塑料光缆。 三菱重工（TYO:7011）股价下跌超过1%，该公司正在改造燃气轮机生产线，以提高产量并限制资本支出。与此同时，柯尼卡美能达（TYO:4902）股价上涨3%，此前该公司宣布计划在2029年3月前将基于人工智能的食品生产微生物筛选系统商业化。
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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.
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