The probability of a 0.5% interest rate cut in November is "zero", with meta stocks continuing to rise, and the CEO ranking second in the wealthy ranking.
Good morning, Moomoo users!![]()
Here are the key points of this morning's report.![]()
● 【Tokyo Stock Market Forecast Range】400,000 yen - 380,000 yen (Closing price on the 4th 386,435.62 yen).
● The US labor market is strong: employment statistics are expected to exceed expectations, and the unemployment rate is expected to be below.
● The probability of a 0.5% interest rate cut in November is 'zero'.
● Mr. Zuckerberg rises to second place in the billionaire rankings, contributing to the rise of Meta.
● Hon Hai's sales growth accelerates due to strong AI demand.
● This week is full of tech stock events: Nvidia, Tesla.
● Stocks to watch today with 【positive earnings reports】: Bike King, Yasukawa Denki, Intelix.
● Saudi government fund considers increasing its stake in Nintendo - Kyodo News.
ー Moomoo News Julie
● The US labor market is strong: employment statistics are expected to exceed expectations, and the unemployment rate is expected to be below.
● The probability of a 0.5% interest rate cut in November is 'zero'.
● Mr. Zuckerberg rises to second place in the billionaire rankings, contributing to the rise of Meta.
● Hon Hai's sales growth accelerates due to strong AI demand.
● This week is full of tech stock events: Nvidia, Tesla.
● Stocks to watch today with 【positive earnings reports】: Bike King, Yasukawa Denki, Intelix.
● Saudi government fund considers increasing its stake in Nintendo - Kyodo News.
ー Moomoo News Julie
Market Overview
On the 4th, the US market saw a rise in stocks and a drop in bonds due to employment statistics exceeding expectations. Following the improvement in the unemployment rate, expectations of a substantial interest rate cut receded and the dollar was bought. With major banks' earnings reports looming, the financial sector rebounded. Semiconductors also continued to rise. Crude oil futures saw a narrowing increase. It was reported that President Biden's election prompted Israel to refrain from attacking Iran's oil facilities.
On the 7th, the Tokyo stock market accelerated buying across a wide range of stocks, including major ones, making it highly likely that the Nikkei average will rise significantly for the third consecutive day.
On the 7th, the Tokyo stock market accelerated buying across a wide range of stocks, including major ones, making it highly likely that the Nikkei average will rise significantly for the third consecutive day.
Top News
The US labor market is strong: employment statistics exceed expectations, and the unemployment rate is lower than expected.
Non-farm payrolls in September: +0.254 million people (expected: +0.15 million people, revised from +0.142 million people in August to +0.159 million people).
Unemployment rate in September: 4.1% (expected: 4.2%, August: 4.2%).
The probability of a 0.5% interest rate cut in November is now 'zero'.
In response to the significant increase in the number of employees, exceeding market expectations, the probability of a 0.5% rate cut in November in the options market has now dropped to 'zero,' and a 0.25% rate cut is currently anticipated.
The US labor market is strong: employment statistics exceed expectations, and the unemployment rate is lower than expected.
Non-farm payrolls in September: +0.254 million people (expected: +0.15 million people, revised from +0.142 million people in August to +0.159 million people).
Unemployment rate in September: 4.1% (expected: 4.2%, August: 4.2%).
The probability of a 0.5% interest rate cut in November is now 'zero'.
In response to the significant increase in the number of employees, exceeding market expectations, the probability of a 0.5% rate cut in November in the options market has now dropped to 'zero,' and a 0.25% rate cut is currently anticipated.
Mr. Zuckerberg has risen to second place in the billionaire ranking.
●According to Bloomberg, $Meta Platforms (META.US)$ Mark Zuckerberg, CEO of $Amazon (AMZN.US)$ , surpassed Chairman Jeff Bezos to become 2nd for the first time.
●Recognition for its integration with AI has led to a continued rise in Meta's stock.
●According to Bloomberg, $Meta Platforms (META.US)$ Mark Zuckerberg, CEO of $Amazon (AMZN.US)$ , surpassed Chairman Jeff Bezos to become 2nd for the first time.
●Recognition for its integration with AI has led to a continued rise in Meta's stock.
Hon Hai's revenue growth is accelerating due to strong demand for AI.
The revenue of Hon Hai Precision Industry, a major contract manufacturer of electronic equipment, for the July-September period increased by 20.2% year-on-year to 1.85 trillion Taiwan dollars, exceeding the market's forecast of 1.78 trillion Taiwan dollars. Strong demand for AI boosted performance.
The revenue of Hon Hai Precision Industry, a major contract manufacturer of electronic equipment, for the July-September period increased by 20.2% year-on-year to 1.85 trillion Taiwan dollars, exceeding the market's forecast of 1.78 trillion Taiwan dollars. Strong demand for AI boosted performance.
今週はテック株のイベントが目白押し
●10月7日～10月9日： $NVIDIA (NVDA.US)$ のAIサミット
●10月8日～10月9日： $Amazon (AMZN.US)$ のプライムデーセール（米国）
●10月10日： $Tesla (TSLA.US)$ のロボタクシーイベント
●10月7日～10月9日： $NVIDIA (NVDA.US)$ のAIサミット
●10月8日～10月9日： $Amazon (AMZN.US)$ のプライムデーセール（米国）
●10月10日： $Tesla (TSLA.US)$ のロボタクシーイベント
Stocks worth paying attention to today with good financial results: Bike O, Yasukawa Denki, Intelix (announced after the close on the 4th).
● $Bike O (3377.JP)$ Operating profit turned positive in the 3rd quarter cumulative from August to December, surpassing the full year plan.
● $YASKAWA Electric (6506.JP)$ This fiscal year's final profit was revised upward by 19%, adding to the highest profit forecast.
● $Bike O (3377.JP)$ Operating profit turned positive in the 3rd quarter cumulative from August to December, surpassing the full year plan.
● $YASKAWA Electric (6506.JP)$ This fiscal year's final profit was revised upward by 19%, adding to the highest profit forecast.
Saudi government fund considering increasing its stake in Nintendo Co Ltd shares.
According to a common communication, a government-related fund in Saudi Arabia is considering increasing its stake in moomoo. $Nintendo (7974.JP)$ It is reported that a government-related fund in Saudi Arabia is considering increasing its stake in moomoo.
Speculation on Japanese stock purchases by overseas investors targeting the interest rate differential between Japan and the USA.
Following the results of the US employment statistics, the market expectations for a significant rate cut at the next FOMC meeting have diminished. Amid rising long-term US interest rates, the Japanese yen briefly weakened in the foreign exchange market, with the exchange rate temporarily moving to around 149 yen to the dollar. This may lead to increased anticipation of overseas investors targeting the Japanese stock market to take advantage of the interest rate spread between Japan and the USA.
In terms of market focus, the movements of high-tech stocks with significant index impact are being closely watched within the index-led market. Additionally, the earnings reports scheduled for this week, including , reached new all-time highs (considering stock splits) towards the end of last week. It seems that there is growing interest in buying back these stocks, which could potentially lift the Nikkei average. Also, amidst the strengthening trend of a weakening yen, there is likely to be a conscious shift towards seeking opportunities in export-related sectors. $Fast Retailing (9983.JP)$ As the trend indicates, following the announcement of last week's high upswing (considering splits), there seems to be a strengthened movement towards buying back , resulting in a potential push to lift the Nikkei average. Additionally, amid a stronger weakening yen trend, there is a growing awareness of the focus on export-related sectors.
According to a common communication, a government-related fund in Saudi Arabia is considering increasing its stake in moomoo. $Nintendo (7974.JP)$ It is reported that a government-related fund in Saudi Arabia is considering increasing its stake in moomoo.
Speculation on Japanese stock purchases by overseas investors targeting the interest rate differential between Japan and the USA.
Following the results of the US employment statistics, the market expectations for a significant rate cut at the next FOMC meeting have diminished. Amid rising long-term US interest rates, the Japanese yen briefly weakened in the foreign exchange market, with the exchange rate temporarily moving to around 149 yen to the dollar. This may lead to increased anticipation of overseas investors targeting the Japanese stock market to take advantage of the interest rate spread between Japan and the USA.
In terms of market focus, the movements of high-tech stocks with significant index impact are being closely watched within the index-led market. Additionally, the earnings reports scheduled for this week, including , reached new all-time highs (considering stock splits) towards the end of last week. It seems that there is growing interest in buying back these stocks, which could potentially lift the Nikkei average. Also, amidst the strengthening trend of a weakening yen, there is likely to be a conscious shift towards seeking opportunities in export-related sectors. $Fast Retailing (9983.JP)$ As the trend indicates, following the announcement of last week's high upswing (considering splits), there seems to be a strengthened movement towards buying back , resulting in a potential push to lift the Nikkei average. Additionally, amid a stronger weakening yen trend, there is a growing awareness of the focus on export-related sectors.
Foreign exchange
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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