Are semiconductor-related brands in the spotlight? Unbearable due to falling stock prices after NVIDIA's 3Q financial results were announced
Major US semiconductor companies leading semiconductor stocks $NVIDIA(NVDA.US$Shares temporarily fell about 2% due to overtime trading in response to financial results for the fiscal year ending 2023/8/10 (3rd quarter of the fiscal year ending 24/1) announced after closing 21 days US time. There are many stocks that lowered the price of Japan's main semiconductor-related stocks on the 22nd due to movements in NVIDIA stocks. However, since NVIDIA's performance itself is strong, there seems to be a possibility that Japanese semiconductor-related brands will also be a great promotion.
NVIDIA's financial results for the fiscal year ending 23/8-10 (3rd quarter of the fiscal year ending 24/1) were record highs in both sales and profit, and the results were strong, exceeding market expectations. As for the factors behind the decline in stock prices after financial results were announced, Bloomberg and the Nihon Keizai Shimbun touched on the fact that sales of the Chinese business would decline drastically in the future, and that sales forecasts for the fourth quarter did not reach some higher forecasts.
In addition to this, Wolf Research analyst Christopher Carso mentioned in his customer report, the investor's”Extraordinary expectationsThe fact that stock prices had soared before financial results were announced due to” (Bloomberg, 22nd) also seems to be one reason for the decline in stock prices. NVIDIA's stock price has risen 10 times in a row since the beginning of November. After that, the upward trend continued, and the high price since listing was updated on the 20th, the day before financial results were announced. Domestic semiconductor-related stocks were also rising in price, as driven by NVIDIA stocks.
Executive Officer Akino Mitsunari of Ichiyoshi Asset Management said in a Bloomberg telephone interview on the 22nd, “It is easy to get profit-determined sales from investors who have bought ahead of time in semiconductor-related stocks. Meanwhile,Expectations for generative AI continue since the financial results were strong as expected, so it seems that high-profile purchases will also enterIt showed the point of view.”
Executive Officer Akino Mitsunari of Ichiyoshi Asset Management said in a Bloomberg telephone interview on the 22nd, “It is easy to get profit-determined sales from investors who have bought ahead of time in semiconductor-related stocks. Meanwhile,Expectations for generative AI continue since the financial results were strong as expected, so it seems that high-profile purchases will also enterIt showed the point of view.”
-MooMoo News Mark
Source: Bloomberg, Nihon Keizai Shimbun, Moomoo
Source: Bloomberg, Nihon Keizai Shimbun, Moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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181338057犬心久美子 : At least 78 years ago, it became impossible to talk about the country and market called Japan without America. That could be in a bad way or in a good way.
, and even so,
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.
which I like there,
until early morning, especially at NY Market![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
is also remarkable, isn't it?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Semiconductors depend on the part
It's not a place to talk about history, so that's it.
I updated Monster Level NVIDIA's financial results the other day and the high price since listing
Aim for the blue sky next week and go high, high
Each indicator is also messy
It's definitely true that the companion is decent
There are various Japanese semiconductor companies that accept it,
I wonder if it was about half a century ago... semiconductors
It was number 18 for the first time in Japan, and its technical prowess and development were inadequate even in America
However, although it is America
Japan's semiconductors are rooted in America
They were suppressed, and in the blink of an eye, they handed over the throne to another country. So... that era and now are of course different,
From around this year, quietly, little by little
Japan Semiconductor says it has begun to demonstrate its capabilities
I think so. It's not within the scale or budget,
Small to medium enterprises that support major semiconductor companies
Research results have been produced, and they have begun to make a breakthrough from a different angle that major companies do not have. So...
For example, interest rates on American bonds remain high, etc.
Magnificent Seven and NASDAQ
It's negative, and even if it closes the next day's
What are semiconductor companies on the Tokyo Stock Exchange Prime
Have your own route without getting involved...
I was able to catch a lot of glimpses when I went.
Huh
Even though semiconductor-related heat maps are bright red.
... well, little by little, as time changes
Is it something that's going to change? I also felt it.
of course! It's something I can't talk about without the exchange rate situation, but monetary easing 🟰 Japan only
What is an island country that floats for a long time from north to south in the Far East
The uniqueness of Japan
It's already been taken out, but Computer K,
When Fugaku was completed, I was delighted even though I didn't know
Responsible. Cleaning and silicon wafer inspection. Mochiyamochiya, not even a single piece of dust
Contamination is not permitted. ~~ Nano units are also extremely small.
It's an object I'm attracted to because I'm crude and laid-back.
181338057犬心久美子 181338057犬心久美子 : That's great, thank you very much.