SoftBank jumps 10% as Asia tech stocks track Wall Street AI rally

软银股价单日暴涨超10%，成为亚洲科技股跟随华尔街AI行情集体攀升的最大亮点。前一天美股在强劲财报和油价回落的双重利好下再创历史新高，市场对人工智能的热情直接传导到亚洲，软银和东京电子等科技巨头成为最大受益者。说白了，软银本身不是直接做AI的，但它投了很多AI相关公司，华尔街一涨，投资者就认为软银手里的牌更值钱了，股价自然被推高。这种涨势对普通人的影响很直接：如果你买了相关科技股或基金，账面收益会明显增加；即便没有持股，你交的养老金、保险资金也可能间接持有了这些公司。更重要的是，这波AI热潮持续获得资金追捧，意味着未来用AI产品可能会更便宜、功能更强大，比如语音助手更聪明、图像处理更快，日常生活和办公效率都会因此受益。不过短期涨幅过大，也要留意回调风险。

Skip NavigationMarketsPre-MarketsU.S. MarketsCurrenciesPrediction MarketsCryptocurrencyFutures & CommoditiesBondsFunds & ETFsBusinessEconomyFinanceHealth & ScienceMediaReal EstateEnergyClimateTransportationInvestigationsIndustrialsRetailWealthSportsLifeSmall BusinessInvestingPersonal FinanceFintechFinancial AdvisorsOptions ActionETF StreetBuffett ArchiveEarningsTrader TalkTechCybersecurityAIEnterpriseInternetMediaMobileSocial MediaCNBC Disruptor 50Tech GuidePolitics & PolicyWhite HousePolicyDefenseCongressExpanding OpportunityVideoLatest VideoFull EpisodesLivestreamLive AudioLive TV ScheduleCNBC PodcastsCEO InterviewsCNBC DocumentariesDigital OriginalsWatchlistInvesting ClubTrust PortfolioAnalysisTrade AlertsMeeting VideosHomestretchJim's ColumnsEducationSubscribePROPro NewsJosh BrownMike SantoliCalls of the DayMy PortfolioLivestreamFull EpisodesStock ScreenerMarket ForecastOptions InvestingChart InvestingSubscribeLivestreamMenuMake ItselectUSAINTLLivestreamSearch quotes, news & videosLivestreamWatchlistSIGN INCreate free accountMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenu (function() { const userMembershipOnLastVisit = localStorage.getItem("cnbcMeta__cachedUserMembership"); if (!userMembershipOnLastVisit) { // If no user membership is stored, user is likely not logged in. // These users will typically see the banner. return; } const { isPro, isInvestingClubUser } = JSON.parse(userMembershipOnLastVisit); if (!(isPro || isInvestingClubUser)) { // We’re rendering the top banner for users who are not pro or investing club members. return; } // Hide the banner for pro and investing club users. const style = document.createElement("style"); style.id = "top-banner-placeholder-style"; style.innerHTML = "[data-top-banner-placeholder] { display: none; }"; document.head.appendChild(style); })() MarketsSoftBank jumps 10% as Asia tech stocks track Wall Street AI rally Published Tue, Aug 4 20268:57 PM EDTUpdated 2 Hours AgoLee Ying Shan@in/ying-shan-lee@LeeYingshanWATCH LIVEKey PointsAsian technology stocks rallied on Wednesday after Wall Street's record-setting session fueled optimism around artificial intelligence and growth stocks.Shares of SoftBank surged more than 10%.CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)Sopa Images | Lightrocket | Getty ImagesAsian technology stocks surged Wednesday after a strong Wall Street rally overnight that saw robust corporate earnings and easing oil prices push major U.S. indexes to fresh records.Shares of SoftBank Group surged more than 10%, while chip equipment maker Tokyo Electron added 3.64%. Advantest jumped 7%, and Japanese memory chipmaker Kioxia rose 6.34%. In South Korea, SK Hynix jumped 6.9%, while Samsung Electronics gained over 4%. Seoul Semiconductor popped 7.6%.Tech stocks have been seeing heightened volatility, with South Korea's semiconductor-heavy market whipsawing between steep losses and record gains in recent sessions. Ortus Advisors' strategist Andrew Jackson said in a note on Wednesday the latest rally in U.S. semiconductor stocks reinforced the bullish outlook for Asian AI names, pointing to a surge in chipmakers and infrastructure suppliers overnight.Jackson expects SoftBank to further extend gains after Arm Holdings, its majority-owned chip design subsidiary, jumped overnight on optimism over higher AI-related data center royalties and development plans for central processing units.U.S. stocks had a banner day Tuesday, with the S&P 500 and Dow Jones Industrial Average scaling fresh record highs, thanks to strong earnings and another decline in oi