索尼集团公布财报后，股价上涨2%，扭转早前的跌势。

An Israeli official said on the 30th that Hamas and mediators meeting in Cairo have made "progress" on disarmament. A proposed roadmap calls for the removal of all weapons from Gaza, staged handover of responsibilities and a final transfer of authority to a Palestinian technocratic government. The official said the plan would make "no exceptions" for any weapons or personnel and sets procedures to dismantle tunnels, weapons storage and production facilities. All weapons in Gaza would be placed under the comprehensive control of a Gaza National Administrative Committee, coordinated and supported by international security forces. The process is to proceed on a reciprocity basis, with Israeli responses tied to Hamas compliance.

费城半导体指数涨幅扩大至9%，明显跑赢纳指2.6%，说明这不是普通科技股普涨，美光、AMD、英特尔涨幅都超过14%，共同特点是：前期杀估值时跌得更深，反弹时弹性也更大。 此前市场担忧AI资本开支回报、芯片估值过高和韩国半导体抛售扩散，导致AI硬件链出现明显去风险。如今费城半导体指数大幅反弹，说明资金重新回到弹性最高、前期跌幅较大的板块，但这还不能直接证明AI叙事已经全面修复。