臺積電(TSM.N) 首席執行官：從生成性人工智能到自主性人工智能的轉變正在推動大型語言模型的token消耗增加，進而提高對計算能力和先進半導體的需求。

Investors buying stocks tied to AI data-center builds have driven ASML up about 60% YTD. On Wednesday ASML rose as much as 2.3% to a market capitalization near $674 billion, overtaking Novo Nordisk's June 2024 record to become the largest company by market value in European history. ASML is the Stoxx 50's second-best performer YTD, though a number of semiconductor peers have outperformed, roughly doubling in price.

Bank of Japan Governor UEDA said rising crude oil prices could push up energy and overall prices, particularly across a range of commodities.