【Morning Report】Tesla, Kathy Wood's flagship fund buys back. Goldman: "NVIDIA's growth, second half of 2025 is crunch time".
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Here are the key points of today's morning report.
● [Predicted range for Tokyo stocks] 920,000-960,000 yen (Closing price on the 8th: 934,704 yen 04 sen).
Chicago Fed President: Unemployment rate in the USA may rise if high interest rates persist for too long.
Wells Fargo shows the most bullish S&P500 forecast on Wall Street.
The skillful performance of a policy shift without confusion - the face of a gambler peeking at the rate hike, Bank of Japan for 1 year.
Tesla aims to recover the top position in Cathie Wood's flagship fund.
Goldman's Banno: NVIDIA's growth is at a critical juncture in the latter half of 25 years.
Shin-Etsu Chemical: First domestic new factory for semiconductors in 56 years, strengthening the supply network.
Moomoo News - Mark
● [Predicted range for Tokyo stocks] 920,000-960,000 yen (Closing price on the 8th: 934,704 yen 04 sen).
Chicago Fed President: Unemployment rate in the USA may rise if high interest rates persist for too long.
Wells Fargo shows the most bullish S&P500 forecast on Wall Street.
The skillful performance of a policy shift without confusion - the face of a gambler peeking at the rate hike, Bank of Japan for 1 year.
Tesla aims to recover the top position in Cathie Wood's flagship fund.
Goldman's Banno: NVIDIA's growth is at a critical juncture in the latter half of 25 years.
Shin-Etsu Chemical: First domestic new factory for semiconductors in 56 years, strengthening the supply network.
Moomoo News - Mark
Market Summary
In the U.S. stock market on the 8th, the Dow Jones Industrial Average fell by $11.24 or 0.03% to $88,892.80 compared to the previous trading day. The Nasdaq Composite Index rose by 5.435 points or 0.01% to 1,6253.955. In the Tokyo stock market on the 9th, there is a mixed view of strength and weakness, and the market is expected to fluctuate around the previous day's closing price.
In the U.S. stock market on the 8th, the Dow Jones Industrial Average fell by $11.24 or 0.03% to $88,892.80 compared to the previous trading day. The Nasdaq Composite Index rose by 5.435 points or 0.01% to 1,6253.955. In the Tokyo stock market on the 9th, there is a mixed view of strength and weakness, and the market is expected to fluctuate around the previous day's closing price.
Top News
If the U.S. unemployment rate and high interest rates persist for a long time, they could lead to an increase in inflation, according to the president of the Federal Reserve Bank of Chicago.
The president of the Federal Reserve Bank of Chicago, Charles Evans, expressed the view that maintaining high interest rates for a prolonged period could lead to an increase in the unemployment rate. In an interview with NPR, he pointed out the need to be cautious about how long to maintain the current restrictive monetary policy, stating that if it is maintained for a long time, the unemployment rate will start to rise.
If the U.S. unemployment rate and high interest rates persist for a long time, they could lead to an increase in inflation, according to the president of the Federal Reserve Bank of Chicago.
The president of the Federal Reserve Bank of Chicago, Charles Evans, expressed the view that maintaining high interest rates for a prolonged period could lead to an increase in the unemployment rate. In an interview with NPR, he pointed out the need to be cautious about how long to maintain the current restrictive monetary policy, stating that if it is maintained for a long time, the unemployment rate will start to rise.
Jamie Dimon, CEO of JPMorgan, warns of the possibility of a sharp rise in U.S. interest rates.
$JPMorgan (JPM.US)$Jamie Dimon, CEO of JPMorgan, reflects the risks of record U.S. budget deficits and geopolitical tensions complicating the fight against inflation, and warns that U.S. interest rates could rise above 8% in the next few years.
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Jamie Dimon, CEO of JPMorgan, sounds the alarm on the possibility of higher-than-expected inflation, warning against optimism.
JP Morgan expects the start of a US interest rate cut in July, revising its previous forecast from June.
$JPMorgan (JPM.US)$Jamie Dimon, CEO of JPMorgan, reflects the risks of record U.S. budget deficits and geopolitical tensions complicating the fight against inflation, and warns that U.S. interest rates could rise above 8% in the next few years.
Related articles
Jamie Dimon, CEO of JPMorgan, sounds the alarm on the possibility of higher-than-expected inflation, warning against optimism.
JP Morgan expects the start of a US interest rate cut in July, revising its previous forecast from June.
Wells Fargo shows the most bullish S&P 500 forecast on Wall Street.
Christopher Harvey, the Chief Stock Strategist at Wells Fargo Securities, has indicated the highest US stock outlook on Wall Street, predicting a continued bullish market throughout the year. Harvey has raised his forecast for the S&P 500 stock index at the end of the year from 4625 to 5535, making him the most bullish strategist among those surveyed by Bloomberg.
Christopher Harvey, the Chief Stock Strategist at Wells Fargo Securities, has indicated the highest US stock outlook on Wall Street, predicting a continued bullish market throughout the year. Harvey has raised his forecast for the S&P 500 stock index at the end of the year from 4625 to 5535, making him the most bullish strategist among those surveyed by Bloomberg.
Japan's intervention in the currency may be preserved until after the US CPI (Consumer Price Index) is announced, and the red line is estimated to be around 153 yen.
Although the yen exchange rate is approaching a significant level that is the lowest in 34 years, it is highly likely that Japan's authorities will take measures to support the currency after the release of the US Consumer Price Index (CPI) statistics this week, according to Standard Chartered.
Although the yen exchange rate is approaching a significant level that is the lowest in 34 years, it is highly likely that Japan's authorities will take measures to support the currency after the release of the US Consumer Price Index (CPI) statistics this week, according to Standard Chartered.
Bank of Japan Governor Haruhiko Kuroda, who is the first scholar to hold the position after the war, marks his first year in office after assuming the presidency on the 9th. He is highly rated for successfully ending a historic large-scale easing without chaos. While showing the face of a skilled player in the past year, the real showdown towards achieving the price target lies ahead.
Bank of Japan Governor Haruhiko Kuroda, who is the first scholar to hold the position after the war, marks his first year in office after assuming the presidency on the 9th. He is highly rated for successfully ending a historic large-scale easing without chaos. While showing the face of a skilled player in the past year, the real showdown towards achieving the price target lies ahead.
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"Scholar President" decision with meticulous consideration, unconventional easing comes to an end without chaos.
Bank of Japan Governor Haruhiko Kuroda, who is the first scholar to hold the position after the war, marks his first year in office after assuming the presidency on the 9th. He is highly rated for successfully ending a historic large-scale easing without chaos. While showing the face of a skilled player in the past year, the real showdown towards achieving the price target lies ahead.
Related articles
"Scholar President" decision with meticulous consideration, unconventional easing comes to an end without chaos.
Tesla aims to regain the top position in Cathy Wood's flagship fund.
U.S. electric vehicle (EV) maker $Tesla (TSLA.US)$is heading towards regaining the top position in Cathy Wood's flagship fund. Wood has repurchased Tesla shares that have fallen in value. $ARK Innovation ETF (ARKK.US)$Tesla bought back its falling stock.
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Tesla rebounds after hours.
U.S. electric vehicle (EV) maker $Tesla (TSLA.US)$is heading towards regaining the top position in Cathy Wood's flagship fund. Wood has repurchased Tesla shares that have fallen in value. $ARK Innovation ETF (ARKK.US)$Tesla bought back its falling stock.
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Tesla rebounds after hours.
米政府は半導体受託生産大手、 $Taiwan Semiconductor (TSM.US)$(TSMC)に対し6.6 billionドル(約1 trillion円)規模の補助金と最大5 billionドル相当の融資を提供する計画だ。同社がアリゾナ州で進める工場の建設を後押しし、重要技術の国内生産に向けたバイデン政権の取り組みを強化する。
ゴールドマン播氏「NVIDIAの成長、25年後半が正念場」
米ゴールドマン・サックスは2月、 $NVIDIA (NVDA.US)$の目標株価をウォール街でトップクラスの水準に引き上げ、強気派の筆頭格として注目を集めた。同社で半導体・半導体製造装置セクターを担当する播俊也氏にエヌビディア株の評価と見通しを聞いた。
米ゴールドマン・サックスは2月、 $NVIDIA (NVDA.US)$の目標株価をウォール街でトップクラスの水準に引き上げ、強気派の筆頭格として注目を集めた。同社で半導体・半導体製造装置セクターを担当する播俊也氏にエヌビディア株の評価と見通しを聞いた。
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米運用会社スピア「米エヌビディア、下値リスク小さい」信越化学、半導体素材で56年ぶり国内新工場 供給網強化
$Shin-Etsu Chemical (4063.JP)$It has been revealed on the 8th that a new semiconductor material plant will be established in Gunma Prefecture. This is the first new manufacturing base in Japan in 56 years. $Mitsui Chemicals (4183.JP)$They will also enhance their production system at the base in Yamaguchi Prefecture. Many of the semiconductor manufacturing equipment and materials have a high market share among Japanese companies.
$Shin-Etsu Chemical (4063.JP)$It has been revealed on the 8th that a new semiconductor material plant will be established in Gunma Prefecture. This is the first new manufacturing base in Japan in 56 years. $Mitsui Chemicals (4183.JP)$They will also enhance their production system at the base in Yamaguchi Prefecture. Many of the semiconductor manufacturing equipment and materials have a high market share among Japanese companies.
Worldwide PC shipments increased for the first time in 2 years, with a 1.5% increase from January to March due to price stability.
On the 8th, the research firm IDC announced that the global PC shipment volume in January-March 2024 (preliminary figure) increased by 1.5% year-on-year to 59.8 million units. This was the first increase in about 2 years, as the inflation slowed down and household burdens in the European and American markets eased, leading to a rebound in sales after a decline in the same period of the previous year.
On the 8th, the research firm IDC announced that the global PC shipment volume in January-March 2024 (preliminary figure) increased by 1.5% year-on-year to 59.8 million units. This was the first increase in about 2 years, as the inflation slowed down and household burdens in the European and American markets eased, leading to a rebound in sales after a decline in the same period of the previous year.
Outlook for the Tokyo stock market
Outlook for the stock market on the 9th: One step forward, one step back, with a cautious mood, but the weak yen is a tailwind.
Outlook for the stock market on the 9th: One step forward, one step back, with a cautious mood, but the weak yen is a tailwind.
Foreign exchange
Major market events on the 16th
Source: Dow Jones, MINKABU, Bloomberg, The Nikkei, Wealth Advisor, Fisco
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