Investment diary on 11/28
😄 "Today's Nikkei was quite interesting to watch"
😆 "After the opening, there was a fierce battle around 38,000.."
☺️ "After that, due to a certain individual stock news, semiconductor-related (excluding some) stocks surged!"
The US government is preparing to strengthen regulations on semiconductor exports to China, but not as aggressive as before (11/28 11:00).
Taking into account negotiations with Japan and the Netherlands, both allies of the United States.
The Biden administration is considering strengthening restrictions on the sale of semiconductor equipment and artificial intelligence (AI) memory semiconductors to China. This was revealed by sources familiar with the matter. While this will further tighten the grip on Chinese semiconductors by the USA, it is said that the measures will not be as severe as previously anticipated.
According to sources, these additional measures could be announced as early as next week. However,The timing and content of the regulations have been changed several times, and stakeholders emphasized that nothing has been confirmed until the announcement.
According to sources, these additional measures could be announced as early as next week. However,The timing and content of the regulations have been changed several times, and stakeholders emphasized that nothing has been confirmed until the announcement.
☺️ 'So, does that mean nothing has been decided yet?'
😆 'He is indeed the savior of today'
😄"If it had broken below 38,000, it would have quickly crashed..."
【Nikkei and USD/JPY】
❌It declined to 37,800 temporarily after the opening.
⭕️Subsequently, a battle is taking place at the 38,000 line.![]()
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between offense and defense.
Tokyo Electron Ltd. unsponsored ADR spikes after the news (around 11:00).
The USD/JPY also rebounds ⬆️, benefiting from the weak yen.
[japan Market]
Only Tokyo Electron shows a +147‼️ increase.
Advantest is relying on NVI...
With the upward momentum of the Nikkei in the afternoon, all industries are also rising.![]()
had been done
However, it is a small increase⬆️.
Short selling is just not increasing...
Is it because they still feel the possibility of a significant decline with the Nikkei VI⬆️?
【Memo】
・Victory in the defense battle at 38,000 on the Nikkei!👏
・If semiconductor stocks keep rising like this, maybe we can play in the range of 38,000-40,000 on the Nikkei again?
Investors are still bearish due to the slight increase in Nikkei VI⬆️ and other than semiconductors.
I want to keep an eye on the future trends of semiconductor stocks in the US market.
The day trading of semiconductor stocks was delicious 🤤 I look forward to tomorrow too♩
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