【Morning Report】Is the reason for the weakening yen the mid-146 yen level? The fall of Tesla, with 3Q customer deliveries falling below financial estimates.
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Here are the key points of the early morning news today.![]()
●[Tokyo Stock Market Forecast Range] ¥800,000-¥870,000 as of 2nd (Closing price ¥780,876.76)
●Will the September US employment statistics justify a gradual pace of interest rate cuts?
●Dollar-yen rises to the mid-146 yen range, supported by two tailwinds
●Nvidia partners with Accenture to promote corporate use of AI
Tesla fell as customer deliveries in the third quarter fell below expectations.
Chinese ADRs have risen for 5 consecutive days, possibly catching up with trading trends.
ADR Japanese stock ranking - General buying preference for overall stocks such as Japan Post, with Chicago 915 yen higher than Osaka at 38,665 yen.
- Moomoo News Julie
●Will the September US employment statistics justify a gradual pace of interest rate cuts?
●Dollar-yen rises to the mid-146 yen range, supported by two tailwinds
●Nvidia partners with Accenture to promote corporate use of AI
Tesla fell as customer deliveries in the third quarter fell below expectations.
Chinese ADRs have risen for 5 consecutive days, possibly catching up with trading trends.
ADR Japanese stock ranking - General buying preference for overall stocks such as Japan Post, with Chicago 915 yen higher than Osaka at 38,665 yen.
- Moomoo News Julie
Market Overview
U.S. stock market: Concerns over the Middle East situation and a pullback in positive rate cut expectations due to strong employment-related indicators led to a decline after the opening. On the other hand, with improvements in the economic and employment outlook, the market turned upward later. Energy and semiconductor stocks led the gains. Energy stocks were boosted by the high oil prices due to the Middle East situation, while semiconductor stocks were supported by the rebound of Nvidia.
On the 3rd day, the Tokyo stock market saw a broad range of buybacks, including major stocks, with a significant chance for the Nikkei Average to rebound significantly to the 18,000 yen level.
On the 3rd day, the Tokyo stock market saw a broad range of buybacks, including major stocks, with a significant chance for the Nikkei Average to rebound significantly to the 18,000 yen level.
Top news of individual stocks
米9月雇用統計、緩やかな利下げペースを正当化する結果か米労働省が発表する9月雇用統計の先行指標のひとつとして注目される民間部門の雇用者数を示すADP雇用統計の9月分は＋0.143 million人となった。伸びは8月から予想以上に拡大し6月来で最大となった。労働市場は底堅い兆候が見られると同時に、一部では雇用者が労働市場への自信を失っている兆候も見られる。次回連邦公開市場委員会（FOMC）で、大幅利下げよりも小幅利下げの思惑を強める結果が予想される。
ドル円、146円台半ばまで上昇 2つの追い風が下支え=NY為替概況
NY為替市場、ドル円は買い優勢の展開が見られ146円台半ばまで上昇した。自民党総裁選前の直近高値に顔合わせし、リバウンド相場の流れに復帰している。2つの追い風がドル円を下支えしたようだ。1つは、総裁選前は日銀の利上げ姿勢を支持していたと考えられていた石破首相が｢現在は追加利上げするような環境にない｣と否定的な見解に変化したこと。そして2つ目は、パウエルFRB議長が週初の講演で緩やかな利下げペースを強調し、11月の大幅利下げ期待が後退していることでドル買いが優勢となっていることが挙げられる。
エヌビディア、アクセンチュアと提携し企業のAI利用促進へ
●米半導体大手エヌビディアはコンサルティング大手アクセンチュアと提携し、多数のコンサルタントを配置して企業の人工知能（AI）ツール採用を促進する。エヌビディアの半導体の大量購入を促した技術への需要を喚起するための取り組み。
●同報道を受け、 $NVIDIA (NVDA.US)$ は1.6％上昇、 $Accenture (ACN.US)$ Rose by 1.2%.
NY為替市場、ドル円は買い優勢の展開が見られ146円台半ばまで上昇した。自民党総裁選前の直近高値に顔合わせし、リバウンド相場の流れに復帰している。2つの追い風がドル円を下支えしたようだ。1つは、総裁選前は日銀の利上げ姿勢を支持していたと考えられていた石破首相が｢現在は追加利上げするような環境にない｣と否定的な見解に変化したこと。そして2つ目は、パウエルFRB議長が週初の講演で緩やかな利下げペースを強調し、11月の大幅利下げ期待が後退していることでドル買いが優勢となっていることが挙げられる。
エヌビディア、アクセンチュアと提携し企業のAI利用促進へ
●米半導体大手エヌビディアはコンサルティング大手アクセンチュアと提携し、多数のコンサルタントを配置して企業の人工知能（AI）ツール採用を促進する。エヌビディアの半導体の大量購入を促した技術への需要を喚起するための取り組み。
●同報道を受け、 $NVIDIA (NVDA.US)$ は1.6％上昇、 $Accenture (ACN.US)$ Rose by 1.2%.
Tesla falls, Q3 customer deliveries below financial estimates.
● $Tesla (TSLA.US)$ Dropped by 3.5%. In the third quarter, customer deliveries reached 0.462 million vehicles, a 6.4% year-on-year increase, slightly below market expectations. This marks the first quarterly increase this year.
After the customer deliveries announcement, the average target stock price revision by analysts was +0.2%.
Earnings report scheduled for October 23. Prior to that, the Robotaxi Event on October 10 will be a focus of attention.
● $Tesla (TSLA.US)$ Dropped by 3.5%. In the third quarter, customer deliveries reached 0.462 million vehicles, a 6.4% year-on-year increase, slightly below market expectations. This marks the first quarterly increase this year.
After the customer deliveries announcement, the average target stock price revision by analysts was +0.2%.
Earnings report scheduled for October 23. Prior to that, the Robotaxi Event on October 10 will be a focus of attention.
China Connect ADR up for the 5th consecutive day, possibly catch-up trading.
The Nasdaq Golden Dragon China Index, composed of China Connect ADRs, rose for the 5th day. The upward momentum is strong, showing signs of catch-up trading.
関連記事：Chinese stocks surged before the National Day holiday! Finally turning around? Government support is providing momentum.【Top 5 related ETFs】The Nasdaq Golden Dragon China Index, composed of China Connect ADRs, rose for the 5th day. The upward momentum is strong, showing signs of catch-up trading.
Joby, the flying taxi company, saw a sharp increase as Toyota made additional investment.
Developing a 'flying taxi' $Joby Aviation (JOBY.US)$ rose by 28%. Toyota Motor decided to make an additional investment of 0.5 billion dollars, which became positive news.
Developing a 'flying taxi' $Joby Aviation (JOBY.US)$ rose by 28%. Toyota Motor decided to make an additional investment of 0.5 billion dollars, which became positive news.
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Key Market Events
Source: Dow Jones, MINKABU, Bloomberg, Wealth Advisor, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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