【Morning report】Trump appoints Mr. Bessent as the next Secretary of the Treasury, market feels relieved. MicroStrategy makes the largest Bitcoin additional purchase in history.
moomoo users, good morning!![]()
Here are the key points of the early morning report today.
Tokyo stock price forecast range: ¥8,600,000-¥9,000,000 (closing price on the 25th: ¥8,780,140)
President Trump appoints Mr. Bessent as the next Secretary of the Treasury, seen as emphasizing stability over change, leading to a weaker dollar and higher stock prices.
Special counsel in the United States to drop charges against Mr. Trump over election interference.
Microstrategy makes the largest-ever additional purchase of bitcoin.
Intel rises as it is rumored to be close to reaching an agreement on an approximately 8 billion dollar grant under the CHIPS and Science Act before Mr. Trump took office.
Mr. Buffett to donate an additional 1.140 billion dollars to charity organizations and more.
Bath & Body Works surged significantly, raising full-year guidance.
Macy's declined, postponing earnings reports for an independent investigation into the concealment of delivery expenses by former employees.
Is the 'main' AI better than semiconductors, with 4 wire stocks! Height of the rush, Furukawa Electric almost doubled in 3 weeks!
moomoo News Kei
Tokyo stock price forecast range: ¥8,600,000-¥9,000,000 (closing price on the 25th: ¥8,780,140)
President Trump appoints Mr. Bessent as the next Secretary of the Treasury, seen as emphasizing stability over change, leading to a weaker dollar and higher stock prices.
Special counsel in the United States to drop charges against Mr. Trump over election interference.
Microstrategy makes the largest-ever additional purchase of bitcoin.
Intel rises as it is rumored to be close to reaching an agreement on an approximately 8 billion dollar grant under the CHIPS and Science Act before Mr. Trump took office.
Mr. Buffett to donate an additional 1.140 billion dollars to charity organizations and more.
Bath & Body Works surged significantly, raising full-year guidance.
Macy's declined, postponing earnings reports for an independent investigation into the concealment of delivery expenses by former employees.
Is the 'main' AI better than semiconductors, with 4 wire stocks! Height of the rush, Furukawa Electric almost doubled in 3 weeks!
moomoo News Kei
Market Overview
On the 25th, the US stock market continued to rise. The Dow Jones hit a record high. Donald Trump, the president-elect, nominated hedge fund manager Scott Bessent as Treasury Secretary, raising hopes that he would partially restrain policies of the new administration that could reignite inflation.
On the 26th, the Tokyo stock market is expected to see a mixed opening, with conflicting views of strength and weakness. The Nikkei average surged to the 90,000 yen level yesterday, but today it is likely to face strong resistance in the mid-80,000 yen range.
On the 26th, the Tokyo stock market is expected to see a mixed opening, with conflicting views of strength and weakness. The Nikkei average surged to the 90,000 yen level yesterday, but today it is likely to face strong resistance in the mid-80,000 yen range.
Top News
Mr. Trump appoints Mr. Besent as the next Treasury Secretary, with the view emphasizing stability over reform, leading to a weaker dollar and higher stock prices.
Mr. Trump announced the appointment of hedge fund manager Mr. Bessent as the next Treasury Secretary. Mr. Bessent is considered more dovish than other candidates, emphasizing market stability over reform. In addition, there is a sense of relief in the US market as the protectionist Mr. Lighthizer, who has a strong protectionist stance, was not nominated. It is also expected that the appointment of Mr. Bessent will lead to a decrease in the possibility of extreme tariff hikes and trade friction intensification.
Related Article:Gold sharply fell as profit-taking selling weighed on.
Mr. Trump appoints Mr. Besent as the next Treasury Secretary, with the view emphasizing stability over reform, leading to a weaker dollar and higher stock prices.
Mr. Trump announced the appointment of hedge fund manager Mr. Bessent as the next Treasury Secretary. Mr. Bessent is considered more dovish than other candidates, emphasizing market stability over reform. In addition, there is a sense of relief in the US market as the protectionist Mr. Lighthizer, who has a strong protectionist stance, was not nominated. It is also expected that the appointment of Mr. Bessent will lead to a decrease in the possibility of extreme tariff hikes and trade friction intensification.
Related Article:Gold sharply fell as profit-taking selling weighed on.
Special prosecutor drops charges against Mr. Trump over election interference.
Special prosecutor Jack Smith took steps on the 25th to drop charges related to Donald Trump's attempts to overturn his defeat in the 2020 presidential election. Since the voters re-elected the former president in this month's election, they are unable to pursue prosecution.
Special prosecutor Jack Smith took steps on the 25th to drop charges related to Donald Trump's attempts to overturn his defeat in the 2020 presidential election. Since the voters re-elected the former president in this month's election, they are unable to pursue prosecution.
MicroStrategy makes its largest-ever additional purchase of Bitcoin
Bloombergによると、データ分析ソフトウェアの米 $MicroStrategy (MSTR.US)$が5.4 billionドル（約830 billion円）相当のビットコインを追加購入した。過去最大の規模で、大規模な購入は今年に入って3回目。同社保有のビットコインは約38 billionドルと、上場企業として最大の保有額となったという。
Bloombergによると、データ分析ソフトウェアの米 $MicroStrategy (MSTR.US)$が5.4 billionドル（約830 billion円）相当のビットコインを追加購入した。過去最大の規模で、大規模な購入は今年に入って3回目。同社保有のビットコインは約38 billionドルと、上場企業として最大の保有額となったという。
インテル上昇 約8 billionドルのCHIPS・科学法に基づく助成金合意間近と伝わる トランプ氏就任前に
$Intel (INTC.US)$が上昇。同社と商務省が約8 billionドルのCHIPS・科学法に基づく助成金の最終合意が間近だと伝わっている。米CNBCが関係者の話として伝えた。
$Intel (INTC.US)$が上昇。同社と商務省が約8 billionドルのCHIPS・科学法に基づく助成金の最終合意が間近だと伝わっている。米CNBCが関係者の話として伝えた。
米著名投資家ウォーレン・バフェット氏は、投資会社 $Berkshire Hathaway-A (BRK.A.US)$の株式1.1 billion40 millionドル（約176 billion円）相当を四つの慈善団体に追加で寄付することを計画している。バフェット氏率いる同社が25日に明らかにした。
バス＆ボディワークスが大幅高 通期ガイダンスを上方修正
Engaged in perfumes and bath products. $Bath & Body Works (BBWI.US)$Substantially higher. Prior to the start of trading, it announced its Q3 financial results for the 8th to 10th months, exceeding expectations for earnings per share and revenue, and revised upwards its full-year earnings per share and revenue guidance.
Engaged in perfumes and bath products. $Bath & Body Works (BBWI.US)$Substantially higher. Prior to the start of trading, it announced its Q3 financial results for the 8th to 10th months, exceeding expectations for earnings per share and revenue, and revised upwards its full-year earnings per share and revenue guidance.
Macy's drops after postponing earnings release for internal investigation into expense concealment by former employees.
Department stores $Macy's (M.US)$Drops. It announced the postponement of today's scheduled earnings release in order to complete an internal investigation into employees suspected of concealing distribution costs.
Department stores $Macy's (M.US)$Drops. It announced the postponement of today's scheduled earnings release in order to complete an internal investigation into employees suspected of concealing distribution costs.
Is the coveted "AI" in the semiconductor sector more than 4 wire stocks?! Surging to new highs, Furukawa Electric's share price almost doubled in 3 weeks! There are also investment opportunities in the 7 upstream and downstream stocks.
The stock prices of the 4 electrical wire companies are performing well. $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$、 $Fujikura (5803.JP)$the "Big Three of Electrical Wires" $SWCC (5805.JP)$These 4 stocks all hit their year-to-date highs in November. Hitachi Cable increased its stock price by about 1.8 times in approximately 3 weeks, while the other 3 companies reached their all-time highs since going public.
The stock prices of the 4 electrical wire companies are performing well. $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$、 $Fujikura (5803.JP)$the "Big Three of Electrical Wires" $SWCC (5805.JP)$These 4 stocks all hit their year-to-date highs in November. Hitachi Cable increased its stock price by about 1.8 times in approximately 3 weeks, while the other 3 companies reached their all-time highs since going public.
Foreign exchange
Key Market Events
Tuesday, November 26th
Daian, lunar age 24.6
"5 wins 5 losses" (The past 10 years of the Nikkei average YinYang star)
Tuesday, November 26th
Daian, lunar age 24.6
"5 wins 5 losses" (The past 10 years of the Nikkei average YinYang star)
Domestic
□ October Business Service Price Index (8:50)
□ November Monthly Economic Report
□ October Business Service Price Index (8:50)
□ November Monthly Economic Report
Overseas
□ USA September S&P Case-Shiller Home Price (23:00)
□ USA September FHFA Home Price Index (23:00)
★USA 11th November Conference Board Consumer Confidence Index (0:00 on the 27th)
★USA October New Home Sales (0:00 on the 27th)
□USA 11th November Richmond Federal Reserve Manufacturing Index (0:00 on the 27th)
★FOMC (November 6th-7th Meeting) Meeting Minutes (4:00 on the 27th)
□USA 5-Year Treasury Note Auction
□ USA September S&P Case-Shiller Home Price (23:00)
□ USA September FHFA Home Price Index (23:00)
★USA 11th November Conference Board Consumer Confidence Index (0:00 on the 27th)
★USA October New Home Sales (0:00 on the 27th)
□USA 11th November Richmond Federal Reserve Manufacturing Index (0:00 on the 27th)
★FOMC (November 6th-7th Meeting) Meeting Minutes (4:00 on the 27th)
□USA 5-Year Treasury Note Auction
Overseas Earnings
[USA] Analog Devices, Dell, CrowdStrike, Workday, Autodesk, HP, Best Buy
[USA] Analog Devices, Dell, CrowdStrike, Workday, Autodesk, HP, Best Buy
Source: Dow Jones, MINKABU, Fisco, Bloomberg, Wealth Adviser, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
