The impact and outlook of Nvidia's earnings on the Japanese stock market.
1. Impact of Nvidia's earnings.
- Nvidia's revenue forecast.
Investor sentiment worsens as it falls short of some market expectations.
- Scope of impact.
Sell pressure on semiconductor-related stocks in the Tokyo market, such as Tokyo Electron and Advantest.
- Market reaction.
The Nikkei futures on the Chicago futures market are expected to open 230 yen lower, which may lead to a lower opening for the Tokyo market.
2. Factors supporting Japanese stocks
Positive factors
- Improvement in corporate performance
In particular, share buybacks supporting stock prices on the supply and demand side.
- Reduction of policy-held shares
Functioning as a factor supporting stock prices.
- Market reaction
There is also a view that the impact of Nvidia's financial results is limited, and there is a possibility that extreme selling pressure will be avoided.
3. Impact of the macroeconomic environment and policies
- Rising interest rates in the USA
The yield on 10-year bonds has risen to 3.83%, which is negative for the stock market.
- Japan-specific factors
There is a possibility that policy support and improved corporate performance specific to the Japanese market will maintain market strength.
4. Conclusion and Investment Strategy [Insights💡]
- Short-term outlook
The Tokyo market is expected to be weak due to the impact of Nvidia's earnings, but there is potential for a rebound due to Japan-specific factors.
- Proposal to investors
- Trends in semiconductor-related stocks
- A strategy that carefully observes and utilizes short-term volatility
- Support factors in the Japanese market
- Evaluating the possibility of share buybacks and reducing policy-held shares to support stock prices
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