Morning report: NVIDIA soared "demand is very strong" - "Holly trade" supported by Taylor Swift? Core CPI shows unexpected growth.
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<Emoji> Here are today's key points from the morning report.![]()
● [Tokyo Stock Market Forecast Range] 6000 yen to 6600 yen (closing price on the 11th was 5619.77 yen)
● Harris wins in the US presidential debate, expresses support for Taylor Swift
● 'Harristrade' sees a sharp rise in clean energy-related stocks
● CPI slows as expected, core CPI exceeds expectations, increasing the probability of a 0.25% interest rate cut
Nvidia soared 8%, and there is strong demand according to "Blackwell".
Mr. Wilson: "The dream of AI has lost some of its shine", with a preference for high-quality defensive shares.
The morning USD/JPY is in the 142.20 yen range = Tokyo foreign exchange.
ADR Japanese stock ranking: almost all stocks, including Advantest, are rising.
- Moomoo News Julie
● Harris wins in the US presidential debate, expresses support for Taylor Swift
● 'Harristrade' sees a sharp rise in clean energy-related stocks
● CPI slows as expected, core CPI exceeds expectations, increasing the probability of a 0.25% interest rate cut
Nvidia soared 8%, and there is strong demand according to "Blackwell".
Mr. Wilson: "The dream of AI has lost some of its shine", with a preference for high-quality defensive shares.
The morning USD/JPY is in the 142.20 yen range = Tokyo foreign exchange.
ADR Japanese stock ranking: almost all stocks, including Advantest, are rising.
- Moomoo News Julie
Market Overview
In the US stock market on the 11th, the major stock indexes fell in the morning following the unexpectedly high core CPI. However, tech stocks led by Nvidia later rebounded and turned positive. On the 12th, the Tokyo stock market is expected to see a wide range of buying, including major stocks, and the Nikkei average is likely to rebound strongly.
Top News
In the US presidential debate, Ms. Harris emerged as the clear winner.
According to the opinion poll results announced by CNN on the 11th, the majority of registered voters who watched the US presidential debate believe that Ms. Harris outperformed Mr. Trump.
Elon Musk, who supports Mr. Trump, also stated in a post on X that Ms. Harris' performance "exceeded the expectations of most people."
Taylor Swift, who boasts immense popularity, expressed support for Ms. Harris on Instagram. After the debate, the probability of Harris winning increased to 56%.
In the US presidential debate, Ms. Harris emerged as the clear winner.
According to the opinion poll results announced by CNN on the 11th, the majority of registered voters who watched the US presidential debate believe that Ms. Harris outperformed Mr. Trump.
Elon Musk, who supports Mr. Trump, also stated in a post on X that Ms. Harris' performance "exceeded the expectations of most people."
Taylor Swift, who boasts immense popularity, expressed support for Ms. Harris on Instagram. After the debate, the probability of Harris winning increased to 56%.
"Harris Trade" sees a significant increase in clean energy-related stocks.
In the stock market, the "Harris Trade" did not fully materialize, but clean energy-related stocks saw a significant increase. $First Solar (FSLR.US)$ rose by 15.2%, $Enphase Energy (ENPH.US)$ rose by 5.7%, $Monolithic Power Systems (MPWR.US)$ Increased by 5.6%.
In the stock market, the "Harris Trade" did not fully materialize, but clean energy-related stocks saw a significant increase. $First Solar (FSLR.US)$ rose by 15.2%, $Enphase Energy (ENPH.US)$ rose by 5.7%, $Monolithic Power Systems (MPWR.US)$ Increased by 5.6%.
CPI slows down as expected to 2.5%, core inflation unexpectedly rises, increasing the probability of a 0.25% interest rate cut.
The US Consumer Price Index (CPI) in August rose by 2.5% compared to the same month last year, in line with market expectations. However, the core CPI exceeded expectations.
The US Consumer Price Index (CPI) in August rose by 2.5% compared to the same month last year, in line with market expectations. However, the core CPI exceeded expectations.
Due to CPI, market expectations for a 0.5% interest rate cut next week have diminished. According to CME's FedWatch tool, the probability of a 0.5% interest rate cut has decreased from 31% the previous day to 15%. The probability of a 0.25% interest rate cut has increased to 85%.
According to Bloomberg, economists at Citi have revised their forecast for the interest rate cut in September from the previous 0.5% to 0.25%. However, they still expect a 0.5% cut in November and December.
According to Bloomberg, economists at Citi have revised their forecast for the interest rate cut in September from the previous 0.5% to 0.25%. However, they still expect a 0.5% cut in November and December.
Nvidia soared 8% due to strong demand for the "Blackwell" product, according to analysts. The CEO of Nvidia stated at a conference hosted by a securities firm that there is intense competition for the company's products, leading to some customer dissatisfaction and increasing tensions. He mentioned that the demand is very strong, with everyone wanting to be the first and to be at the top. He also pointed out that there is strong demand for the next-generation semiconductor "Blackwell," which has been facing production delays.
$NVIDIA (NVDA.US)$ Juan, the CEO of , attended a conference sponsored by a securities firm and expressed the recognition that demand is becoming tight and tensions are rising due to the fierce competition for the company's products. He stated, "Demand is extremely strong. Everyone wants to be the first and everyone wants to be at the top." He pointed out the strong demand for the next-generation semiconductor "Blackwell", which is facing production delays.
$NVIDIA (NVDA.US)$ Juan, the CEO of , attended a conference sponsored by a securities firm and expressed the recognition that demand is becoming tight and tensions are rising due to the fierce competition for the company's products. He stated, "Demand is extremely strong. Everyone wants to be the first and everyone wants to be at the top." He pointed out the strong demand for the next-generation semiconductor "Blackwell", which is facing production delays.
Mr. Wilson, the Chief US Equity Strategist at Morgan Stanley, commented in a Bloomberg interview that the dream of AI has dimmed slightly. However, he indicated that the overall theme of AI is not over, stating, "We just got carried away with the whole theme of AI, but it's not over." In the midst of a temporary fade in enthusiasm for semiconductor manufacturers, he emphasized a preference for high-quality defensive shares and recommended sectors such as utilities, essential goods, and healthcare. (From Bloomberg TV)
Morgan Stanley's Chief US Stock Strategist, Mr. Wilson, commented in a Bloomberg interview that "the dream of AI has lost some of its shine." However, he indicated that "it's just a matter of being too obsessed with the theme of AI overall, it's not over."
Emphasizing the preference for high-quality defensive shares in sectors such as utilities, essential goods, and healthcare, as enthusiasm for semiconductor manufacturers temporarily fades. (From Bloomberg TV)
Morgan Stanley's Chief US Stock Strategist, Mr. Wilson, commented in a Bloomberg interview that "the dream of AI has lost some of its shine." However, he indicated that "it's just a matter of being too obsessed with the theme of AI overall, it's not over."
Emphasizing the preference for high-quality defensive shares in sectors such as utilities, essential goods, and healthcare, as enthusiasm for semiconductor manufacturers temporarily fades. (From Bloomberg TV)
The morning USD/JPY is trading at 142.20 yen. Yesterday, it fell to the 140 yen range after the results of the US presidential candidate debate, then rose to above the mid-142 yen range after the core month-on-month growth in the US CPI exceeded expectations, and subsequently fell to the 141 yen range following the movements in the US stock market.
The morning USD/JPY is trading in the 142 yen range. Yesterday, it dropped to the 140 yen range after the results of the US presidential candidate debate, then rose to above the mid-142 yen range after the core month-on-month growth in the US CPI exceeded expectations, and subsequently fell to the 141 yen range following the movements in the US stock market.
ADR Japanese stock rankings - Almost all stocks, including Advantest, are on the rise.
The morning USD/JPY is trading in the 142 yen range. Yesterday, it dropped to the 140 yen range after the results of the US presidential candidate debate, then rose to above the mid-142 yen range after the core month-on-month growth in the US CPI exceeded expectations, and subsequently fell to the 141 yen range following the movements in the US stock market.
ADR Japanese stock rankings - Almost all stocks, including Advantest, are on the rise.
Foreign exchange
Key Market Events
Source: Dow Jones, MINKABU, Bloomberg, Wealth Advisor, Fisco
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