[Morning Report] Search for the AI winning team following NVIDIA will Tesla stop developing low-cost EVs, or will RoboTaxi be released in August
![[Morning Report] Search for the AI winning team following NVIDIA will Tesla stop developing low-cost EVs, or will RoboTaxi be released in August](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240408/bfe7ed47fc3fc70ec8c6e937bfda8ba3.png?area=105&is_public=true/bigmoo)
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Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 38,900 yen - 39,400 yen (5-day closing price 38,992 yen 08 sen)
● The possibility of $100 crude oil will increase, and a global supply shock will shake the market
● Interest rate cut scenario shaken by increased US employment The Fed chairman is cautious about putting it off
● Search for AI winners following NVIDIA - Wall Street targets emerging markets
● US Tesla, new EV development where headwinds intensify, cancellation reports
●Tesla to unveil robo-taxis in August = Musk
ー MooMoo News Mark
● [Tokyo Stock Exchange Rate Forecast Range] 38,900 yen - 39,400 yen (5-day closing price 38,992 yen 08 sen)
● The possibility of $100 crude oil will increase, and a global supply shock will shake the market
● Interest rate cut scenario shaken by increased US employment The Fed chairman is cautious about putting it off
● Search for AI winners following NVIDIA - Wall Street targets emerging markets
● US Tesla, new EV development where headwinds intensify, cancellation reports
●Tesla to unveil robo-taxis in August = Musk
ー MooMoo News Mark
Market Overview
In the US stock market on the 5th, the NY Dow Jones Industrial Average rebounded for the first time in 5 days to 38,904 dollars 04 cents, which is 307 dollars 06 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 16,248.520, up 199.438 points from the same period. The Tokyo stock market on the 8th was broadly bought back, mainly by major high-tech stocks, and there seems to be a high possibility that the Nikkei Stock Average will turn into a rebound.
In the US stock market on the 5th, the NY Dow Jones Industrial Average rebounded for the first time in 5 days to 38,904 dollars 04 cents, which is 307 dollars 06 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 16,248.520, up 199.438 points from the same period. The Tokyo stock market on the 8th was broadly bought back, mainly by major high-tech stocks, and there seems to be a high possibility that the Nikkei Stock Average will turn into a rebound.
Top news
The possibility of $100 crude oil will increase, and a global supply shock will shake the market
The direct cause of North Sea Brent crude oil exceeding 90 dollars per barrel was military tension between Israel and Iran. However, the situation supporting the rising market has become even more serious. Concerns about a rekindling of inflation led by commodity prices are intensifying due to global supply shocks.
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The formula for “depreciation of the yen → stock appreciation” that tests the focus of high crude oil and the global market
The possibility of $100 crude oil will increase, and a global supply shock will shake the market
The direct cause of North Sea Brent crude oil exceeding 90 dollars per barrel was military tension between Israel and Iran. However, the situation supporting the rising market has become even more serious. Concerns about a rekindling of inflation led by commodity prices are intensifying due to global supply shocks.
RELATED ARTICLES
The formula for “depreciation of the yen → stock appreciation” that tests the focus of high crude oil and the global market
Interest rate cut scenario shaken by increased US employment The Fed chairman is careful to postpone
The March employment statistics announced by the US Department of Labor on the 5th were stronger than market expectations. The month-on-month increase in the number of workers in the non-farm sector was 303,000, and there is a change in the slowing trend until 2023. Some senior US Federal Reserve (Fed) officials have begun to suggest postponing interest rate cuts, but Chairman Powell is cautious.
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Fully factored in US interest rate cuts, slipped back in September - 10-year bond yields are 4.5% in sight again
Fed rate cut talks, premature = US Dallas Fed President
Fed Director Bowman says the time to cut interest rates is “yet to come”
The March employment statistics announced by the US Department of Labor on the 5th were stronger than market expectations. The month-on-month increase in the number of workers in the non-farm sector was 303,000, and there is a change in the slowing trend until 2023. Some senior US Federal Reserve (Fed) officials have begun to suggest postponing interest rate cuts, but Chairman Powell is cautious.
RELATED ARTICLES
Fully factored in US interest rate cuts, slipped back in September - 10-year bond yields are 4.5% in sight again
Fed rate cut talks, premature = US Dallas Fed President
Fed Director Bowman says the time to cut interest rates is “yet to come”
US CPI in March is expected to show a slow slowdown - to confirm the Fed's cautious stance
The March Consumer Price Index (CPI) announced by the US Department of Labor on the 10th shows a slow slowdown in the underlying inflation rate, which seems to confirm the US financial authorities' cautious approach to interest rate cuts.
The March Consumer Price Index (CPI) announced by the US Department of Labor on the 10th shows a slow slowdown in the underlying inflation rate, which seems to confirm the US financial authorities' cautious approach to interest rate cuts.
Find an AI winner following NVIDIA - Wall Street targets emerging markets
The world's leading asset management companies are trying to find the next winner in artificial intelligence (AI) outside of the US. Major US semiconductor companies against the backdrop of global enthusiasm for AI $NVIDIA(NVDA.US$The stock price of tripled in less than 1 year, and it is a major US index targeting semiconductor companies $PHLX Semiconductor Index(.SOX.US$is a 50% increase. Under such circumstances, investors are paying attention to emerging markets in search of better value and more options.
RELATED ARTICLES
Nikkei average increase, NVIDIA contributed 20% to East Elec
The world's leading asset management companies are trying to find the next winner in artificial intelligence (AI) outside of the US. Major US semiconductor companies against the backdrop of global enthusiasm for AI $NVIDIA(NVDA.US$The stock price of tripled in less than 1 year, and it is a major US index targeting semiconductor companies $PHLX Semiconductor Index(.SOX.US$is a 50% increase. Under such circumstances, investors are paying attention to emerging markets in search of better value and more options.
RELATED ARTICLES
Nikkei average increase, NVIDIA contributed 20% to East Elec
US Tesla is developing a new EV where headwinds are getting stronger, and there are also reports of cancellation
Major US electric vehicle (EV) company $Tesla(TSLA.US$The headwinds against it are getting stronger. Just when the number of units sold in the January-March period fell below the previous year's results for the first time in about 4 years due to a slowdown in global EV demand, it was reported that development of the new model, which is expected to hold the key to growth recovery, will be discontinued.
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Tesla offers big discounts on popular SUVs - aiming to clean up the biggest inventory ever
Major US electric vehicle (EV) company $Tesla(TSLA.US$The headwinds against it are getting stronger. Just when the number of units sold in the January-March period fell below the previous year's results for the first time in about 4 years due to a slowdown in global EV demand, it was reported that development of the new model, which is expected to hold the key to growth recovery, will be discontinued.
RELATED ARTICLES
Tesla offers big discounts on popular SUVs - aiming to clean up the biggest inventory ever
Tesla to unveil robo-taxis in August = Mr. Musk
Major US Electric Vehicle (EV) Company $Tesla(TSLA.US$The self-driving robo-taxi is scheduled to be unveiled in August. This is the latest move in a multi-year effort to launch autonomous vehicles into the market. Chief Executive Officer Elon Musk (CEO) revealed in a post to X on the 5th that a robo-taxi with no steering wheel or pedals will be shown on 8/8.
Major US Electric Vehicle (EV) Company $Tesla(TSLA.US$The self-driving robo-taxi is scheduled to be unveiled in August. This is the latest move in a multi-year effort to launch autonomous vehicles into the market. Chief Executive Officer Elon Musk (CEO) revealed in a post to X on the 5th that a robo-taxi with no steering wheel or pedals will be shown on 8/8.
Netflix and Amazon enter sports streaming, 3 trillion yen for scramble
Major video distributors are competing for the right to broadcast sports such as boxing and soccer. $Netflix(NFLX.US$、 $Amazon(AMZN.US$、 $Apple(AAPL.US$The three US companies alone invested 20.5 billion dollars (3 trillion yen) or more to acquire distribution rights. The sports content market is expected to grow to 40 trillion yen. It visited the last and biggest market after movies and dramas, and sparked a spark in acquiring viewers.
RELATED ARTICLES
Netflix, analysts raise target share price to $765
Major video distributors are competing for the right to broadcast sports such as boxing and soccer. $Netflix(NFLX.US$、 $Amazon(AMZN.US$、 $Apple(AAPL.US$The three US companies alone invested 20.5 billion dollars (3 trillion yen) or more to acquire distribution rights. The sports content market is expected to grow to 40 trillion yen. It visited the last and biggest market after movies and dramas, and sparked a spark in acquiring viewers.
RELATED ARTICLES
Netflix, analysts raise target share price to $765
Prime Minister subsidizes TSMC plant with 1.2 trillion yen for “ripple effect across Japan”
Prime Minister Fumio Kishida said on the 6th that the semiconductor world leader $Taiwan Semiconductor(TSM.US$The Kumamoto Plant (Kikuyo-cho, Kumamoto Prefecture) of (TSMC) was inspected. The government will subsidize Kumamoto Plants 1 and 2 with a maximum of 1,208 billion yen to secure semiconductors. Wei Zhejia, the company's chief executive officer (CEO), revealed that the second plant will be built in the same Kikuyo-cho as the first plant。
RELATED ARTICLES
TSMC's Kumamoto Plant 1 is expected to achieve a 60% local procurement rate - by 30
The end of the “worst market conditions” indicated by the reversal of semiconductor memory and Samsung
Prime Minister Fumio Kishida said on the 6th that the semiconductor world leader $Taiwan Semiconductor(TSM.US$The Kumamoto Plant (Kikuyo-cho, Kumamoto Prefecture) of (TSMC) was inspected. The government will subsidize Kumamoto Plants 1 and 2 with a maximum of 1,208 billion yen to secure semiconductors. Wei Zhejia, the company's chief executive officer (CEO), revealed that the second plant will be built in the same Kikuyo-cho as the first plant。
RELATED ARTICLES
TSMC's Kumamoto Plant 1 is expected to achieve a 60% local procurement rate - by 30
The end of the “worst market conditions” indicated by the reversal of semiconductor memory and Samsung
Tokyo Stock Exchange Rate Forecast
Stock market forecast for the 8th = rebound, repurchase due to strong US stocks after employment statistics were announced
Stock market forecast for the 8th = rebound, repurchase due to strong US stocks after employment statistics were announced
Foreign substitutes
Key Market Events
![[Morning Report] Search for the AI winning team following NVIDIA will Tesla stop developing low-cost EVs, or will RoboTaxi be released in August](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240408/0e69a48d27de4061b5e372fe310503d5.png?area=105&is_public=true)
Distributor: Dow Jones, MINKABU, Bloomberg, Nihon Keizai Shimbun, WelsAdvisor, Fisco, Jiji Press
![[Morning Report] Search for the AI winning team following NVIDIA will Tesla stop developing low-cost EVs, or will RoboTaxi be released in August](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240408/1712547572610-47ed7aa229.png/big?area=105&is_public=true)
![[Morning Report] Search for the AI winning team following NVIDIA will Tesla stop developing low-cost EVs, or will RoboTaxi be released in August](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240408/1712547575775-83dafde274.png/big?area=105&is_public=true)
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