日经225指数上涨1.85%，收于45769点，而周五更广泛的东证指数上涨1.35%，收于3129点，日经指数创下新高，因为对人工智能的热情推动日本芯片股走高。OpenAI 66亿美元的股票出售使该公司估值达到5000亿美元，这提振了人们对人工智能相关行业的乐观情绪。日立股价飙升10.3%，因有报道称其与OpenAI建立了合作关系，而软银集团（+3.6%）、Advantest（+4.3%）和东京电子（+2.3%）也录得强劲涨幅。在政治上，投资者准备在本周末举行关键的执政党领导层投票，以选择前首相石破茂的继任者，并制定财政和央行政策的道路，辩论分为家庭救济和财政约束。

The Nikkei 225 jumped 1.85% to close at 45,769, while the broader Topix rose 1.35% to 3,129 on Friday, with the Nikkei finishing at a fresh record as enthusiasm for artificial intelligence drove Japanese chip stocks higher. Sentiment was lifted after OpenAI’s $6.6 billion share sale valued the firm at $500 billion, fueling optimism across AI-related sectors. Hitachi surged 10.3% on reports of a partnership with OpenAI, while SoftBank Group (+3.6%), Advantest (+4.3%) and Tokyo Electron (+2.3%) also posted strong gains. Politically, investors prepared for a pivotal ruling party leadership vote this weekend to choose a successor to former Prime Minister Shigeru Ishiba and shape the path for fiscal and central bank policies, with debates split between household relief and fiscal restraint.