Warren Buffett, will he sell US banks and buy Japanese financial stocks? Nvidia continues to rise, Blackwell is 'in full production'.
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Here are the key points of the early morning news today.![]()
Expected trading range for Tokyo stock market: ¥810,000 - ¥860,000 (Closing price on the 3rd was ¥855,206).
● In September, the ISM non-manufacturing business activity index in the United States exceeds expectations.
● Crude oil significantly rises, cautious of Israel's counterattacks.
● Nvidia continues to rise, Blackwell says "under full production.
● Will Mr. Buffett sell US banks and buy Japanese financial stocks?
● ADR Japanese stocks ranking - High and low mixed, Chicago is 25 yen higher than Osaka at 38,625 yen.
● 3 explosive Chinese-related stocks! Will the economic stimulus benefit Japanese semiconductor stocks? Check also for bottoming expectation stocks.
- Moomoo News Julie
● In September, the ISM non-manufacturing business activity index in the United States exceeds expectations.
● Crude oil significantly rises, cautious of Israel's counterattacks.
● Nvidia continues to rise, Blackwell says "under full production.
● Will Mr. Buffett sell US banks and buy Japanese financial stocks?
● ADR Japanese stocks ranking - High and low mixed, Chicago is 25 yen higher than Osaka at 38,625 yen.
● 3 explosive Chinese-related stocks! Will the economic stimulus benefit Japanese semiconductor stocks? Check also for bottoming expectation stocks.
- Moomoo News Julie
Market Overview
USA stock market: Major indices fell due to concerns about the worsening situation in the Middle East. The ISM non-manufacturing index exceeded expectations, leading to some buying opportunities and limiting the decline. Energy continued to rise due to high oil prices, and semiconductor stocks also moved higher led by Nvidia.
On the 4th, the Tokyo stock market saw a mix of buying and selling, with the Nikkei average price expected to stay around the previous day's closing level.
On the 4th, the Tokyo stock market saw a mix of buying and selling, with the Nikkei average price expected to stay around the previous day's closing level.
Top news of individual stocks
US September ISM non-manufacturing index exceeds financial estimates.
The United States Institute for Supply Management (ISM) announced that the September ISM non-manufacturing business activity index rose to 54.9 from 51.5 in August, exceeding expectations and reaching the highest level since February last year. It has been above 50 for three consecutive months, indicating expansion in activity.
Significant increase, alert to Israel's counterattack = NY crude oil overview
Near-term New York crude oil prices continued to rise significantly. The market was pushed up by the prospect of Israel retaliating against Iran's retaliatory attack. Israel and the USA are in discussions regarding their response, with Iran's oil infrastructure in the Persian Gulf being considered a target. When asked if President Biden supports Israel attacking Iran's oil facilities, he responded, "We are discussing that."
Due to the high oil prices, the US market... $Diamondback Energy (FANG.US)$ $Devon Energy (DVN.US)$ Energy stocks, etc., are rising. Related Japanese stocks are $Inpex (1605.JP)$ $Idemitsu Kosan (5019.JP)$ etc.
Nvidia continues to rise, with Blackwell in full production
● $NVIDIA (NVDA.US)$ up 3%. Jensen Huang, CEO of nvidia, commented on the latest AI semiconductor Blackwell in an interview with CNBC, stating that it is in full production. At the same time, he said that 'Blackwell's demand is unprecedented'.
● It has been pointed out that news of the company's investment in OpenAI has also supported the company's stock.
関連記事：Nvidia seems to be supporting the news of investing in OpenAI.
US September ISM non-manufacturing index exceeds financial estimates.
The United States Institute for Supply Management (ISM) announced that the September ISM non-manufacturing business activity index rose to 54.9 from 51.5 in August, exceeding expectations and reaching the highest level since February last year. It has been above 50 for three consecutive months, indicating expansion in activity.
Significant increase, alert to Israel's counterattack = NY crude oil overview
Near-term New York crude oil prices continued to rise significantly. The market was pushed up by the prospect of Israel retaliating against Iran's retaliatory attack. Israel and the USA are in discussions regarding their response, with Iran's oil infrastructure in the Persian Gulf being considered a target. When asked if President Biden supports Israel attacking Iran's oil facilities, he responded, "We are discussing that."
Due to the high oil prices, the US market... $Diamondback Energy (FANG.US)$ $Devon Energy (DVN.US)$ Energy stocks, etc., are rising. Related Japanese stocks are $Inpex (1605.JP)$ $Idemitsu Kosan (5019.JP)$ etc.
Nvidia continues to rise, with Blackwell in full production
● $NVIDIA (NVDA.US)$ up 3%. Jensen Huang, CEO of nvidia, commented on the latest AI semiconductor Blackwell in an interview with CNBC, stating that it is in full production. At the same time, he said that 'Blackwell's demand is unprecedented'.
● It has been pointed out that news of the company's investment in OpenAI has also supported the company's stock.
Mr. Buffett, selling US banks and buying Japanese financial stocks?
According to Bloomberg, led by Warren Buffett $Berkshire Hathaway-A (BRK.A.US)$ This week, $Bank of America (BAC.US)$ stocks worth 338 million dollars (about 50 billion yen) were sold. The pace of sales is reported to have slowed compared to the previous time.
Since it was reported that Berkshire is planning its second yen bond issuance this year, there are expectations for strengthened investment in japan. Some analysts pointed out that Japanese insurance companies may be 'candidates'.
Three Chinese-related stocks with explosive growth! Will economic stimulus benefit japan's semiconductor stocks? Also check out stocks expecting a bottoming out.
Following the announcement of a large-scale economic stimulus package by the Chinese government at the end of September, the China Connect stock market is buzzing. In the future, if there is an increase in news flow demonstrating economic recovery and economic indicators due to these measures, a medium-term stock market rally is expected. Japanese stocks, especially those with high sales ratios in China such as semiconductor manufacturing, machinery, and electronic components, are expected to benefit from the recovery of previously sluggish Chinese operations. The weakening of the yen is also likely to boost the search for export-related stocks. Check out the stocks that are notably rising in connection with China.
According to Bloomberg, led by Warren Buffett $Berkshire Hathaway-A (BRK.A.US)$ This week, $Bank of America (BAC.US)$ stocks worth 338 million dollars (about 50 billion yen) were sold. The pace of sales is reported to have slowed compared to the previous time.
Since it was reported that Berkshire is planning its second yen bond issuance this year, there are expectations for strengthened investment in japan. Some analysts pointed out that Japanese insurance companies may be 'candidates'.
Three Chinese-related stocks with explosive growth! Will economic stimulus benefit japan's semiconductor stocks? Also check out stocks expecting a bottoming out.
Following the announcement of a large-scale economic stimulus package by the Chinese government at the end of September, the China Connect stock market is buzzing. In the future, if there is an increase in news flow demonstrating economic recovery and economic indicators due to these measures, a medium-term stock market rally is expected. Japanese stocks, especially those with high sales ratios in China such as semiconductor manufacturing, machinery, and electronic components, are expected to benefit from the recovery of previously sluggish Chinese operations. The weakening of the yen is also likely to boost the search for export-related stocks. Check out the stocks that are notably rising in connection with China.
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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