米利下げで景気循環株復活！5日間20％近く急騰　今こそ買い好機が到来？

One week after the rate cut, the utilities industry, metals, energy, and consumer goods sectors are leading the rise in the US stock market.utilities industryIn the sector, $Utilities - Independent Power Producers (LIST2462.US)$が19.6％、 $Utilities - Renewable (LIST2461.US)$Surged by 11.5%.MetalIn the sector, $Copper (LIST22865.US)$が10.0%、 $Silver (LIST2093.US)$Rose by 9.5%.

EnergyIn the sector, $Uranium (LIST2430.US)$が19.7%超、 $Coking Coal (LIST2505.US)$Rose by over 9.2%. The semiconductor sector surged by 7.82%.Consumer goodsIn the sector, $Auto Manufacturers (LIST2468.US)$rose significantly by 8.2%, $Footwear & Accessories (LIST2106.US)$rose by 5.2%, $Internet Retail (LIST2431.US)$and rose by 5.0% significantly.

utilities industry
Utilities industry became the second-best performing sector in the S&P 500 after the close on the 26th. $Vistra Energy (VST.US)$Has risen 211% year to date. $Constellation Energy (CEG.US)$Rose 126%. $NRG Energy (NRG.US)$Increased by 75%.

Energy
On the 20th, a US electrical utilities company $Constellation Energy (CEG.US)$announced $Microsoft (MSFT.US)$announced that it had signed contracts to supply power to its datacenter.uranium miningthe sector surged. Consteleza, the USA's largest carbon-free energy producer (nuclear, hydro, wind, solar), plans to invest $1.6 billion to restart closed nuclear power plants since 2009 and aims to restart by 2028. Based on this agreement, Microsoft will purchase electricity from the restarted power plant for the next 20 years and support PJM datacenters with carbon-free energy. This plan is The vast electricity demand of AI datacenters.やInterest from the tech industry in carbon-free power sources that operate 24 hours a day.Being highlighted. $Constellation Energy (CEG.US)$rose 22%, $Centrus Energy (LEU.US)$、 $Cameco (CCJ.US)$、 $Energy Fuels (UUUU.US)$etc.Nuclear power stocksAlso pushing up.

Additionally, it had fallen significantly since the beginning of the year.Raw coalThe sector surged and $American Resources (AREC.US)$rising over 28%, $Warrior Met Coal (HCC.US)$and rising over 12%, $Alpha Metallurgical (AMR.US)$rose more than 10%.coalIn the sector, $Hallador Energy (HNRG.US)$and $Peabody Energy (BTU.US)$Also showed significant increases of 36% and 10% respectively.

When economic prospects improve, the demand and prices of industrial metals such as copper and silver increase, and related mining stocks also rise. Copper is mainly used in electrical, household appliances, construction, and new energy vehicles, with demand typically increasing from late September to December. NotedCopper mining stocksannounced $MAC Copper (MTAL.US)$、 $Hudbay Minerals (HBM.US)$、 $Taseko Mines (TGB.US)$、 $Freeport-McMoRan (FCX.US)$Both rose over 10% in various ways.Silver mineIn the sector, $Silvercorp Metals (SVM.US)$rose by 12.1%, $First Majestic Silver (AG.US)$rose by 9.0%, $MAG Silver (MAG.US)$rose by 7.9%.

Consumer goods
Auto manufacturersis rising strongly, $XPeng (XPEV.US)$rising by 20.7% this week, $ZEEKR (ZK.US)$increasing by 15.2%. $Tesla (TSLA.US)$、 $Li Auto (LI.US)$、 $NIO Inc (NIO.US)$also showed a growth of over 10%. In addition,internet retailsector is also soaring, $JD.com (JD.US)$by over 23%, $PDD Holdings (PDD.US)$by over 15%, $Alibaba (BABA.US)$by over 13%.