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Japanese hardware stocks are having a moment — again
Lex专栏:日本硬件股再次迎来“高光时刻”

The current surge plays to the country’s industrial strengths
本轮人工智能引发的暴涨,正切中日本积淀深厚的工业强项。

It’s not just in the US that AI is producing some surprising winners: Asia’s tech hardware makers are enjoying a degree of investor love not seen since laptops and 3G iPhones were hot properties. In Japan’s case, the current surge plays to the country’s industrial strengths — and could be a test of its ability to move past traditional governance weaknesses. 

因AI而意外跑赢的赢家不只在美国。随着AI热潮,亚洲科技硬件制造商再度受到投资者青睐,上一次还是笔记本电脑和3G版iPhone风行之时。就日本而言,这一轮上涨契合其工业优势,并且可能成为对其能否走出传统公司治理弊端的一次考验。

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