[Morning Report] Tesla and Cathy Wood's main fund bought back “NVIDIA's growth, the latter half of '25 is a critical moment” Goldman

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U.S. Unemployment Rate Will Rise If High Interest Rates Go Too Long - Chicago Federal Bank Governor
President Goolsby of the Chicago Federal Reserve Bank of the United States expressed the idea that maintaining high interest rates for too long would lead to an increase in the unemployment rate. The president pointed out in an interview with Chicago's US public radio broadcasting (NPR) station WBEZ broadcast on the 8th that “we need to be careful about how long we want to maintain economic suppressive policies until.” “If we stay at that level for a long time, the unemployment rate will begin to rise,” he said.

JPMorgan CEO Dimon warns of possible sharp rise in US interest rates
$JPMorgan(JPM.US)$CEO Dimon warned that there is a possibility that US interest rates will skyrocket to over 8% in the next few years, reflecting the risk that record US budget deficits and geopolitical stress will complicate the fight against inflation.
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Wells Fargo shows Wall Street's bullish S&P 500 forecast
Christopher Harvey, who is in charge of stock strategy at Wells Fargo Securities, showed the highest US stock forecast on Wall Street, assuming that the bull market will continue throughout the year. Mr. Harvey raised the S&P 500 stock price index forecast at the end of the year from the conventional 4625 to 5535, and became the most bullish of the strategists surveyed by Bloomberg.

Japan's intervention, even if the red line is estimated to be around 153 yen - will it be preserved until after the US CPI
The yen exchange rate is approaching an important level where it is low for the first time in 34 years, but Standard Chartered points out that there is a high possibility that the Japanese authorities will wait for the US Consumer Price Index (CPI) statistics to be announced this week to support the currency.

The face of a competitor who is capable of policy changes without confusion and peeking out at interest rate hikes - Ueda Bank of Japan 1st year
It will be a full year in 9 days since Bank of Japan Governor Ueda Kazuo, the first post-war scholar, took office. The ability to successfully end the historic large-scale mitigation without confusion is highly regarded. The face of the competitor has been shown in the past year, but the real battle to achieve price targets is yet to come.
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“Scholar President” made a deliberate decision, cross-dimensional mitigation, ending the curtain without confusion

Tesla heads to recover top position with Cathy Wood's main fund
US electric vehicle (EV) manufacturer $Tesla(TSLA.US)$It is Kathy Wood's main fund and is on its way to recovering the position at the top of the incorporation ratio. Mr. Wood's exchange-traded funds, $ARK Innovation ETF(ARKK.US)$They bought back Tesla shares that had dropped in price.
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TSMC secures $11.6 billion in subsidies and loans from the U.S. - at 3 semiconductor plants
The US government is a major semiconductor contract manufacturer, $Taiwan Semiconductor(TSM.US)$The plan is to provide (TSMC) with grants on the scale of 6.6 billion dollars (about 1 trillion yen) and loans worth up to 5 billion dollars. We will support the construction of factories promoted by the company in Arizona and strengthen the Biden administration's efforts aimed at domestic production of important technologies.

Mr. Goldman “NVIDIA's growth, the latter half of '25 is a critical moment”
US Goldman Sachs in February $NVIDIA(NVDA.US)$The target stock price was raised to the top level on Wall Street, and it attracted attention as the leading bullish group. We asked Mr. Toshiya Hari, who is in charge of the semiconductor/semiconductor manufacturing equipment sector at the company, about the evaluation and outlook for NVIDIA stock.
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US management company Spear “US NVIDIA has low risk of falling prices”

Shin-Etsu Chemical strengthens new domestic plant supply network with semiconductor materials for the first time in 56 years
$Shin-Etsu Chemical(4063.JP)$It became known on the 8th that they will build a new semiconductor material plant in Gunma prefecture. This is the first time in 56 years that a new manufacturing site has been established in Japan. $Mitsui Chemicals(4183.JP)$They will also establish a system to increase production at their base in Yamaguchi Prefecture. As for semiconductor manufacturing equipment and materials, there are many products with a high market share of Japanese companies. Countries are promoting the accumulation of semiconductor industries as strategic goods, and supply chain (supply network) development, including materials, is in full swing in Japan as well.

Global PC shipments increase for the first time in 2 years and increase 1.5% from January to March due to stable prices
The US research company IDC announced on the 8th that global PC shipments (preliminary figures) from January to March 2024 were 59.8 million units, up 1.5% from the same period last year. Inflation slowed, household burdens eased in the Western market, and sales improved, and then began to increase for the first time in about 2 years due to the fact that the same period last year had fallen.