[Morning Report] NVIDIA and VMWare expand partnership, provide custom-generated AI, BofA customers accelerate US stock purchases
![[Morning Report] NVIDIA and VMWare expand partnership, provide custom-generated AI, BofA customers accelerate US stock purchases](https://sgsnsimg.moomoo.com/feed_image/181250687/022c45f94bca36348b831172afebcadb.png/bigmoo)
Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 31,500 yen - 32,000 yen
● GX boosts private investment over 2 trillion yen, government estimate request for multiple years
● US second-hand housing sales, year-on-year low level in July - inventory shortages and interest rate increases are heavy
● US Richmond Fed President fears the FRB will lose trust if inflation targets are changed
●Two U.S. District Federal Reserve Board Members Support Leaving Official Commissions Deferred - Summary of Proceedings
● BoFA customers accelerate US stock buybacks — maximum weekly $4.4 billion in 2 months
● NVIDIA and VMWare expand partnership by providing custom-generated AI
● The Bank of Japan core price index is at a record high, and the effective index for future predictions rose 3.3% - July
ー MooMoo News Mark
● [Tokyo Stock Exchange Rate Forecast Range] 31,500 yen - 32,000 yen
● GX boosts private investment over 2 trillion yen, government estimate request for multiple years
● US second-hand housing sales, year-on-year low level in July - inventory shortages and interest rate increases are heavy
● US Richmond Fed President fears the FRB will lose trust if inflation targets are changed
●Two U.S. District Federal Reserve Board Members Support Leaving Official Commissions Deferred - Summary of Proceedings
● BoFA customers accelerate US stock buybacks — maximum weekly $4.4 billion in 2 months
● NVIDIA and VMWare expand partnership by providing custom-generated AI
● The Bank of Japan core price index is at a record high, and the effective index for future predictions rose 3.3% - July
ー MooMoo News Mark
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average continued to fall to 0.03 million4288 dollars 83 cents, which is 174 dollars 86 cents lower than the previous business day. The Nasdaq Composite Stock Price Index rose 8.283 points to 0.01 million3505.873. The Tokyo stock market on the 23rd was in a position of selling advantage, and the Nikkei Stock Average is likely to fall for the first time in 3 days.
In the US stock market on the 22nd, the NY Dow Jones Industrial Average continued to fall to 0.03 million4288 dollars 83 cents, which is 174 dollars 86 cents lower than the previous business day. The Nasdaq Composite Stock Price Index rose 8.283 points to 0.01 million3505.873. The Tokyo stock market on the 23rd was in a position of selling advantage, and the Nikkei Stock Average is likely to fall for the first time in 3 days.
Top news
Private sector investment boosted by over 2 trillion yen in GX and multiple years of government estimate requests
The government is requesting over 2 trillion yen for the green transformation (GX) sector aimed at decarbonization in its request for an estimate of the 2024 budget. We will centrally support domestic production of products essential to GX, such as storage batteries, semiconductors, and hydrogen-related devices. Support private sector investment by making it possible to use budgets over multiple fiscal years.
Private sector investment boosted by over 2 trillion yen in GX and multiple years of government estimate requests
The government is requesting over 2 trillion yen for the green transformation (GX) sector aimed at decarbonization in its request for an estimate of the 2024 budget. We will centrally support domestic production of products essential to GX, such as storage batteries, semiconductors, and hydrogen-related devices. Support private sector investment by making it possible to use budgets over multiple fiscal years.
US second-hand housing sales are at a year-to-date low level in July - inventory shortages and interest rate increases are heavy
The number of second-hand housing sales in July announced by the American Association of Realtors (NAR) sank to the lowest level this year. Inventory shortages and rising borrowing costs resonated.
The number of second-hand housing sales in July announced by the American Association of Realtors (NAR) sank to the lowest level this year. Inventory shortages and rising borrowing costs resonated.
US Federal Reserve Governor Richmond fears the FRB will lose trust if inflation targets are changed
President Birkin of the US Richmond Federal Reserve Bank expressed recognition that if inflation targets begin to be changed midway, there is a risk that the US monetary policy authorities will lose trust. President Birkin pointed out that “the 2% target is not like an imaginary unicorn that can never be achieved.”
President Birkin of the US Richmond Federal Reserve Bank expressed recognition that if inflation targets begin to be changed midway, there is a risk that the US monetary policy authorities will lose trust. President Birkin pointed out that “the 2% target is not like an imaginary unicorn that can never be achieved.”
Two U.S. District Federal Reserve Board Members Support Leaving Official Rate Deferred - Summary of Proceedings
It was shown in the summary of the official rate proceedings announced by the Federal Reserve (Fed) on the 22nd that the board of directors of 2 federal banks out of a total of 12 US regional banks supported leaving the official rate unchanged in July. Other Federal Reserve Board members supported a 0.25 point increase.
It was shown in the summary of the official rate proceedings announced by the Federal Reserve (Fed) on the 22nd that the board of directors of 2 federal banks out of a total of 12 US regional banks supported leaving the official rate unchanged in July. Other Federal Reserve Board members supported a 0.25 point increase.
BoFA customers accelerate purchases of US stocks - $4.4 billion per week, the largest in 2 months
Customers of Bank of America (BofA), a major US bank, transferred 4.4 billion dollars (about 640 billion yen) of funds to US stocks last week. The largest allocation in the past two months was led by institutional investors and hedge funds.
Customers of Bank of America (BofA), a major US bank, transferred 4.4 billion dollars (about 640 billion yen) of funds to US stocks last week. The largest allocation in the past two months was led by institutional investors and hedge funds.
NVIDIA and VMWare expand partnership to provide custom-generated AI
Major US semiconductor company $NVIDIA (NVDA.US)$and the US, a major virtualization technology software company $Vmware (VMW.US)$On the 22nd, it was revealed that generative artificial intelligence (AI) will be provided to more companies through the expansion of partnerships.
Major US semiconductor company $NVIDIA (NVDA.US)$and the US, a major virtualization technology software company $Vmware (VMW.US)$On the 22nd, it was revealed that generative artificial intelligence (AI) will be provided to more companies through the expansion of partnerships.
Analysts add Amazon to best idea Stock prices are slightly lower
Analysts $Amazon (AMZN.US)$The core divisions are underestimated, $Apple (AAPL.US)$Ya $Microsoft (MSFT.US)$Similarly, the company's stock was added to Best Ideas. The company's stock has risen over 60% year to date, making it one of the best-performing stocks this year. Even so, it is said that there is still room for improvement.
Analysts $Amazon (AMZN.US)$The core divisions are underestimated, $Apple (AAPL.US)$Ya $Microsoft (MSFT.US)$Similarly, the company's stock was added to Best Ideas. The company's stock has risen over 60% year to date, making it one of the best-performing stocks this year. Even so, it is said that there is still room for improvement.
US 2-year bond yield 5%, meaning “paint trade” for banks - TD
A senior strategist at TD Securities warns that while rising interest rates give lenders an opportunity to expand profits, a situation where borrowing costs continue to rise could cause new problems in the banking sector.
A senior strategist at TD Securities warns that while rising interest rates give lenders an opportunity to expand profits, a situation where borrowing costs continue to rise could cause new problems in the banking sector.
The Bank of Japan core price index is at a record high, and the effective index for future predictions rose 3.3% - July
The Bank of Japan, which has set a price stability target of 2%, all of the various core indicators that it emphasizes in analyzing underlying changes in consumer prices recorded record high rates of increase in July. The “index for capturing the underlying inflation rate” was announced on the 22nd.
The Bank of Japan, which has set a price stability target of 2%, all of the various core indicators that it emphasizes in analyzing underlying changes in consumer prices recorded record high rates of increase in July. The “index for capturing the underlying inflation rate” was announced on the 22nd.
Foreign substitutes
Distribution source: Dow Jones, MINKABU, Bloomberg, Nihon Keizai Shimbun, Weiss Advisors
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
