亚马逊(AMZN.US)、苹果(AAPL.US)点燃科技行情！日经指数再创新高 单月涨幅创30年纪录

Group 1 - The Nikkei 225 index reached a historical high, closing at 52,411.34 points, with a monthly increase of 16.6%, the largest since January 1994 [1][4] - Amazon's cloud business revenue growth hit a three-year high, exceeding market expectations for quarterly sales guidance [4] - Apple's CEO Tim Cook provided forecasts for holiday season iPhone sales and overall revenue that surpassed Wall Street analysts' expectations [4] Group 2 - Japanese semiconductor stocks were significant contributors to the index's rise, with Socionext's stock soaring nearly 17% and Advantest rising 3.9% [4] - AI-related stocks, such as Hitachi, also performed well, with Hitachi's stock increasing by 7.2% [4] - The recent surge in technology stocks is driven by global excitement around AI and expectations of fiscal stimulus policies from Japan's new Prime Minister, Sanna Takashi [4] Group 3 - Mitsubishi UFJ Asset Management noted that the focus of Takashi's policies includes AI innovation, suggesting that Japanese tech stocks will benefit from both global tech trends and domestic policy support [4] - The chief market economist at Mitsubishi UFJ, Naoya Oshikubo, indicated that the Nikkei index's breakthrough of 52,000 points is just a stop on the way up, with an expected further increase of around 10% by April next year [4] - Oshikubo emphasized that the current upward trend is not a bubble [4]