[Morning Report] NVIDIA continued to grow for 3 days, and Apple recovered to the 1100 dollar range with a 52% increase in shipments to China in April

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Minneapolis Fed President Won't Completely Eliminate Interest Rate Raise Options
President Kashkari of the US Minneapolis Federal Reserve expressed the idea that although the policy stance of the US financial authorities is suppressive to the economy, the possibility of additional interest rate hikes has not been completely ruled out.

US Consumer Confidence Rises for the First Time in 4 Months - Inflation Concerns Intensifies
Consumer confidence in the US rose unexpectedly in the market. This is the first time in 4 months that confidence has increased. Negative views on the business environment and labor market have weakened.

NVIDIA shares continued to rise for 3 days, and the total market value expanded by 460 billion dollars after financial results were announced
US semiconductor manufacturer, $NVIDIA(NVDA.US)$ The stock price continued to rise for 3 business days. The upward trend after the announcement of financial results was further strengthened, and the total market value expanded by about 460 billion dollars (72.25 trillion yen). Since Elon Musk has accelerated efforts to counter open AI, enthusiasm surrounding artificial intelligence (AI) has been further fueled.
Related articles:Hedge fund style hidden AI stock investment! Which “+” stocks of “NVIDIA +” still have room to rise?

Apple recovers iPhone shipments in China — 52% increase in April
$Apple(AAPL.US)$ The smartphone “iPhone (iPhone)” recovered with a 52% increase in shipments in China in April. Successive discounts by retail partners have paid off.

Is the US EV market deceleration temporary, and sales increased with majority manufacturers in January-March
Electric vehicle (EV) sales in the US have been sluggish since the beginning of the year, and it may seem easy to conclude that the boom is over. The number of units sold from January to March (first quarter) was almost flat compared to the previous year, $Ford Motor(F.US)$ Production capacity at battery factories under construction has been drastically reduced, $Tesla(TSLA.US)$ It will cut at least 10% of the world's workforce. However, this severe situation is only a reflection of the entire industry.

Bear implementation reached a record high of over 90%, manufacturing raised wages by 6% Nikkei survey
According to the 2024 wage trend survey compiled by Nihon Keizai Shimbun, the implementation rate of base increases (bears) to raise basic salaries was 94.1%, a record high. The average price of bears was 13,594 yen, an increase of 75% from the previous year. Wage increases are spreading in response to high prices and labor shortages. The focus is on the sustainability of wage increases leading to a virtuous economic cycle.
Related articles:The highest bear amount is improving treatment for MOL Shipping, Construction, and securing human resources

Toyota paving the way for HVs downsizing engines for PHVs
$Toyota Motor(7203.JP)$ It was announced on the 28th that it will develop a new engine for plug-in hybrid vehicles (PHVs). Demand for electric vehicles (EVs) has slowed, and PHVs that combine engines and motors are growing as “quasi-EVs.” Chinese forces are redrawing the power chart of the global car industry, centering on environmentally-friendly cars. There is a possibility that engine technology development will once again influence competitiveness due to EV modulation.

Tohoku Electric Power Co., Ltd. moves forward to restart nuclear power plant at a high price for the first time in 5 years and 4 months
On the Tokyo Stock Exchange on the 28th $Tohoku Electric Power(9506.JP)$ It grew rapidly. It became 1565 yen 50 yen, which was 171 yen 50 sen (12%) higher than the day before, and it hit a high price for the first time in 5 years and 4 months since 2019/1. It was announced that safety measures construction for Onagawa Nuclear Power Plant (Onagawa Town, Ishinomaki City, Miyagi Prefecture) Unit 2 has been completed on the 27th. The construction was completed ahead of schedule, and work will proceed for restart around September. Buyers gathered rapidly due to expectations that a reduction in fuel costs due to restarts would lead to an improvement in profits.
Related articles:“Electric power stocks” skyrocketed due to speculation that generative AI will expand!? What stocks are still going up? Expecting analysts are raising target stock prices one after another for data centers and semiconductor factories!

The top shareholder dividend ratio is ZOZO, which balances earning power and high returns
When ranking companies with a high shareholders' equity dividend ratio (DOE), which indicates how much dividends are being paid to funds raised from shareholders, ZOZO was at the top. IT and entertainment-related companies stood out at the top. The number of companies adopting DOE as an index of shareholder returns is increasing, and attention is growing as a material for investment decisions.

The pound rose, the first high in 16 years against the yen - there are also voices saying that there is still room for growth
In the foreign exchange market on the 28th, the pound hit a high for the first time in 16 years against yen. The euro and dollar are also approaching high price levels, which are milestones for each. Traders are strengthening the view that the Bank of England (British Central Bank) will keep interest rates unchanged longer than other central banks.

LME copper rebounds rapidly, and China's real estate support measures are favorable - aluminum and tin are also expensive
The copper exchange rate on the London Metal Exchange (LME) on the 28th rebounded sharply from last week's decline. Demand forecasts have improved in response to new initiatives to support the Chinese real estate market.