<p>东京，日本 -2025 年 2 月 3 日：软银集团首席执行官孙正义在东京举行的名为 “通过人工智能转型商业” 的活动上发表演讲。软银与 OpenAI 宣布达成合作协议，共同在日本设立人工智能服务的合资企业。</p>
<p>Tomohiro Ohsumi | Getty Images News | Getty Images</p>
<p>由于华尔街对人工智能基础设施支出的担忧传入亚洲市场，日本科技股在周四大幅下跌，相关股票普遍下滑。</p>
<p>软银集团在基准日经 225 指数中是最大的跌幅股之一，跌幅高达 7.25%，该指数在亚洲市场中领跌，下跌 1.23%。</p>
<p>与此同时，科技股重镇纳斯达克综合指数在隔夜下跌 1.81%，受到了甲骨文、博通、英伟达及其他人工智能相关公司的拖累。</p>
<p>甲骨文的损失是在《金融时报》周三报道蓝猫资本计划为该云基础设施公司 100 亿美元的密歇根数据中心提供融资的计划停滞后出现的。该公司上周驳斥了一则报道称其将一些项目推迟至 2028 年，以满足人工智能巨头 OpenAI 的需求。</p>
<p>专注于科技的软银在过去一个月中股价波动剧烈，市场对人工智能相关支出的担忧愈演愈烈。</p>
<p>年初，该集团曾透露计划与 OpenAI、甲骨文及其他合作伙伴在美国投资 5000 亿美元用于人工智能基础设施，并在 9 月份宣布在 Stargate 下设立五个新的美国人工智能数据中心，Stargate 是 OpenAI 的整体人工智能基础设施平台。</p>
<p>其他日本科技股也出现下跌。半导体设备供应商 Advantest 下跌幅度高达 5%。其同行 Lasertec、瑞萨电子和东京电子的跌幅在 3% 到 4% 之间。</p>
<p>东京金融服务公司 Monex Group 的专家董事 Jesper Koll 表示，数据中心、电力中心和人工智能硬件支持设备中大部分都是 “日本制造，且只能在日本制造”。这使得日本科技，尤其是与人工智能相关的股票在美国科技支出担忧中更加脆弱。</p>
<p>周三，日本的贸易数据显示，电气机械的出口增长了 7.4%，半导体相关出口同比激增 13%。Koll 表示，美国主导的科技支出繁荣正在转化为专业机械和设备的出口增长。</p>
<p>韩国芯片巨头三星电子的损失较小，仅为 0.93%，而 SK 海力士则逆势上涨 0.73%。全球最大的合同芯片制造商台积电的股价微幅下跌。</p>

软银(ADR)

2 倍做空日圓 ETF - ProShares

<p>日本科技股在对人工智能支出担忧的影响下大幅下跌，以软银为首。软银在日经 225 指数中下跌了 7.25%，该指数下跌了 1.23%。纳斯达克综合指数也下跌了 1.81%，甲骨文、博通和英伟达均出现亏损。软银的波动性与其 5000 亿美元的人工智能投资计划有关。其他日本科技股如 Advantest 和东京电子也出现了下跌</p>

<p>TOKYO, JAPAN - FEBRUARY 03: SoftBank Group CEO Masayoshi Son delivers a speech during an event titled &#34;Transforming Business through AI&#34; in Tokyo, Japan, on February 03, 2025. SoftBank and OpenAI announced that they have agreed a partnership to set up a joint venture for artificial intelligence services in Japan.</p>
<div class="lb-trans"><p>东京，日本 -2025 年 2 月 3 日：软银集团首席执行官孙正义在东京举行的名为 “通过人工智能转型商业” 的活动上发表演讲。软银与 OpenAI 宣布达成合作协议，共同在日本设立人工智能服务的合资企业。</p>
</div><p>Tomohiro Ohsumi | Getty Images News | Getty Images</p>
<div class="lb-trans"><p>Tomohiro Ohsumi | Getty Images News | Getty Images</p>
</div><p>Japanese tech stocks took a tumble on Thursday as AI infrastructure spending worries on Wall Street crossed the ocean into the Asian markets, with AI-related stocks declining.</p>
<div class="lb-trans"><p>由于华尔街对人工智能基础设施支出的担忧传入亚洲市场，日本科技股在周四大幅下跌，相关股票普遍下滑。</p>
</div><p>Softbank Group Corp was among the top losers in the benchmark Nikkei 225, falling as much as 7.25%, with the index leading losses in Asia, down 1.23%.</p>
<div class="lb-trans"><p>软银集团在基准日经 225 指数中是最大的跌幅股之一，跌幅高达 7.25%，该指数在亚洲市场中领跌，下跌 1.23%。</p>
</div><p>This comes as the tech-heavy Nasdaq Composite fell 1.81% overnight, dragged by losses in Oracle, Broadcom, Nvidia and other AI plays.</p>
<div class="lb-trans"><p>与此同时，科技股重镇纳斯达克综合指数在隔夜下跌 1.81%，受到了甲骨文、博通、英伟达及其他人工智能相关公司的拖累。</p>
</div><p>The losses in Oracle came after the Financial Times reported on Wednesday that Blue Owl Capital's plans to finance the cloud infrastructure company's $10 billion Michigan data center had stalled. The company last week had refuted a report that said it had delayed some projects for AI major OpenAI to 2028.</p>
<div class="lb-trans"><p>甲骨文的损失是在《金融时报》周三报道蓝猫资本计划为该云基础设施公司 100 亿美元的密歇根数据中心提供融资的计划停滞后出现的。该公司上周驳斥了一则报道称其将一些项目推迟至 2028 年，以满足人工智能巨头 OpenAI 的需求。</p>
</div><p>Tech-focused SoftBank has seen sharp volatility in its stock over the past month as fears over AI-related spending have gripped the market.</p>
<div class="lb-trans"><p>专注于科技的软银在过去一个月中股价波动剧烈，市场对人工智能相关支出的担忧愈演愈烈。</p>
</div><p>At the start of the year, the group had revealed plans to invest $500 billion in AI infrastructure in the U.S. along with OpenAI, Oracle and other partners, and in September it announced five new U.S. AI data center sites under Stargate, OpenAI's overarching AI infrastructure platform.</p>
<div class="lb-trans"><p>年初，该集团曾透露计划与 OpenAI、甲骨文及其他合作伙伴在美国投资 5000 亿美元用于人工智能基础设施，并在 9 月份宣布在 Stargate 下设立五个新的美国人工智能数据中心，Stargate 是 OpenAI 的整体人工智能基础设施平台。</p>
</div><p>Other Japanese tech stocks also fell. Semiconductor equipment supplier Advantest, dropped as much as 5%. Counterparts Lasertec, Renesas Electronics and Tokyo Electron declined between 3% and 4%.</p>
<div class="lb-trans"><p>其他日本科技股也出现下跌。半导体设备供应商 Advantest 下跌幅度高达 5%。其同行 Lasertec、瑞萨电子和东京电子的跌幅在 3% 到 4% 之间。</p>
</div><p>Jesper Koll, expert director at Tokyo-based financial services firm Monex Group, said much of what goes into data centers, power centers, and AI hardware enablers are &#34;Made in Japan, and can only be made in Japan.&#34; That makes Japanese tech, especially AI-related stocks more vulnerable to any worries around U.S. tech spending.</p>
<div class="lb-trans"><p>东京金融服务公司 Monex Group 的专家董事 Jesper Koll 表示，数据中心、电力中心和人工智能硬件支持设备中大部分都是 “日本制造，且只能在日本制造”。这使得日本科技，尤其是与人工智能相关的股票在美国科技支出担忧中更加脆弱。</p>
</div><p>On Wednesday, Japan's trade numbers showed that exports of electrical machinery jumped 7.4%, and semiconductor-related exports surged 13% year on year. Koll said the U.S.-led boom in tech spending was translating into growing exports of specialized machinery and equipment.</p>
<div class="lb-trans"><p>周三，日本的贸易数据显示，电气机械的出口增长了 7.4%，半导体相关出口同比激增 13%。Koll 表示，美国主导的科技支出繁荣正在转化为专业机械和设备的出口增长。</p>
</div><p>Losses were less pronounced in South Korean chip heavyweight Samsung Electronics at 0.93%, while SK Hynix reversed course to gain 0.73%. Taiwan's TSMC, the world's largest contract chip manufacturer, was marginally down.</p>
<div class="lb-trans"><p>韩国芯片巨头三星电子的损失较小，仅为 0.93%，而 SK 海力士则逆势上涨 0.73%。全球最大的合同芯片制造商台积电的股价微幅下跌。</p>
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由于对人工智能支出的担忧蔓延至亚洲，软银领跌日本科技股