TSLA
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-- 431.660 RGTI
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Palantir
-- 79.080 Next week's earnings and economic calendar (12/30-1/3) heading towards the "all-time high" countdown! The S&P 500 is approaching its highest record in 26 years, and Japanese stocks are close to surpassing the record set in 1989.
The Tokyo market, the first trading day of next week,only Monday, the 30th,During the period spanning the year-end and New Year holidays (December 30 to January 10), it is expected that Japanese stocks will rise. The strength of the US economy and the weakening yen are supporting expectations of expanding corporate performance. However, there is a possibility that concerns about government intervention in the foreign exchange market and the policy uncertainty of the upcoming Trump administration could suppress the upside. The first trading day of the Japanese stock market in the new year will be on January 6, with expectations of a focus on the performance of retail companies. The performance results of the major retailer $Fast Retailing (9983.JP)$や $Seven & i Holdings (3382.JP)$will be announced on the 9th.
The US market will operate normally next week, except for January 1, but there will be few important economic indicators released, and with market participants dwindling during the year-end and New Year holidays, caution is needed due to the potential sudden price movements resulting from decreased liquidity. There are no scheduled earnings announcements for notable companies until the second week of January, and the reporting of profits will be temporarily suspended. However, following The week starting from January 6th is suddenly packed with news.Various important economic indicators will be released next week, starting with US employment statistics, including US manufacturing orders in November, US trade balance, ISM non-manufacturing business conditions index, US December ADP employment statistics, and University of Michigan consumer confidence index. In addition, the minutes of the December FOMC meeting will also be published.
On the other hand,Next week is still during the period known as the 'Santa Rally'.being a specialist in NAND only.It will end on Friday (January 3).According to FactSet, the S&P 500 index is expected to rise by over 25% in 2024, making it the first time since 1998 to achieve an annual growth rate of over 20% for two consecutive years.The momentum to achieve an annual growth rate of over 20% for two consecutive years, first time since 1998, is forecasted by FactSet for the S&P 500 index to rise by over 25% in 2024.showing. The main reasons for this increase are,sustained optimism towards AI generationand,Start of interest rate cuts since 2020It is.
Next week's USD/JPY exchange rate is expected to continue to have a strong dollar and a weak yen. The Bank of Japan has shown a cautious stance towards raising interest rates, while the slowing pace of the FRB's interest rate cuts and the policies of President-elect Trump have become buying factors for the dollar, but there are concerns about the possibility of intervention by Japan's monetary authorities. In particular, if the yen weakens beyond 160 yen, there is a perceived increase in intervention risk.
1. The Nikkei Average recovers to the 40,000 yen range for the first time in five months, leading to the best year-end ever with a 'historical high'!
2. USA stocks, Sun Talaray's successful start dash! S&P 500 shows historic soaring
3. Bitcoin fluctuates wildly, with the possibility of price surges leading up to Trump's inauguration
4. Stocks related to 'drones' soar, exploding growth expectations in the era of Trump 2.0
5. Apple, with a market capitalization approaching the first ever 4 trillion dollars
This week, in the Tokyo stock market, the Nikkei average bounced back by 1579.26 yen (4.08%) higher than the previous week to 281.16 million yen, expressing the year-end stock rally. 'End-of-the-year thrash' This phenomenon has been observed this year. With only 30 days of trading left in the year, a significant decline unless we see On an annual closing basisUpdating to 0.038915 million yen in 1989, marking the highest year-end ever.The automobile stocks, which had many industry news, have become active in trading for consecutive days, stimulating speculative interest. $Honda Motor (7267.JP)$This week, $Nissan Motor (7201.JP)$Rose more than 24% after officially announcing the merger negotiations with Dash. $Toyota Motor (7203.JP)$With a more than 15% increase, it is seen as material due to reports that the company will double its target return on equity (ROE) to 20%.
The U.S. stock market had a successful start to the "Santa Rally" this week.succeeded in the Start Dash of the "Santa Rally".form. $S&P 500 Index (.SPX.US)$Santa rally rose by 1.1% on its first day, according to FactSet, this isthe largest increase on December 24th since 1974.S&P 500 is up 1.8% this week, while $Dow Jones Industrial Average (.DJI.US)$is up 1.1%. The strong rise of large tech stocks at the beginning of the week has led $Nasdaq Composite Index (.IXIC.US)$to a 2.3% increase.
Santa rally refers to the phenomenon in the USA where stock prices tend to rise easily from the last 5 business days of the year to the 2nd business day of the new year. According to LPL Financial, since 1950, the S&P 500 Index has averaged a 1.3% return during this period, significantly outperforming the market's 0.3% average return over a 7-day period.
$Bitcoin (BTC.CC)$had a volatile week, temporarily rising to $0.09 million 9600. Based on analysis of Bitcoin's past price trends, it is estimated that the Bitcoin price could reach a new high of $0.14 million 6000 per coin by January 17, 2025.がある。これはトランプ氏の1月20日の就任式に近い時期だ。アナリストはトランプ氏の就任後、「トランプ・トレード」に関連する投機的な勢いが一段落するだろうと指摘。
About hot stocks
注目銘柄では、動画共有プラットフォーム $Rumble (RUM.US)$の株価は、暗号資産企業Tetherからの0.7 billion75 millionドルの投資を受け、月曜日一時100％超の上昇幅を記録した。今週はAbout 130% increaseis in effect.
In the US stock market, Drone-related stocks surged significantly this week.As the inauguration of the next President Trump on January 20 approaches, investors around the world are preparing for the 'Trump 2.0 era.' Considering President Trump and his cabinet members, drone-related stocks in the US stock market are expected to grow during the 'Trump 2.0 era.'
In terms of the rate of increase, $Unusual Machines (UMAC.US)$has increased by about 40% this week, $Red Cat Holdings (RCAT.US)$has increased by 24%, $Archer Aviation (ACHR.US)$is up 20%, $Ondas Holdings (ONDS.US)$is up over 70%, $Palladyne AI (PDYN.US)$has risen above 106%.
No.2 AI semiconductor $Broadcom (AVGO.US)$stocks have risen by about 11% this week, further expanding the increase in December.Stock prices have been rising since the beginning of the month.46.2%is recording an increase, and several analysts have expressed an upward revision of the target price. This week, Morgan Stanley added Broadcom to its 'favorite ideas' list for 2025Reached an all-time high last week.
$Apple (AAPL.US)$continues to rise this week, approaching a market capitalization. From the current stock price exceeding 4 trillion dollars (about 630 trillion yen) would bring it to the $4 trillion milestone.With a market cap of 4 trillion dollars.Reached and There is a high possibility that it will become the first company to exceed this historic milestone.。
About the US economic indicators.
-1.1% in the preliminary value of durable goods orders in the U.S. in November compared to the previous month, but core capital goods orders saw a significant increase for the first time in over a year.
Consumer confidence in the U.S. in December saw a significant decline since November 2020 amid increasing uncertainty about the economic outlook compared to the previous month.
Weekly initial jobless claims decreased to 0.219 million from the expected 0.223 million. However, continuing unemployment claims increased by 0.046 million to reach 1.91 million, the highest level since November 2021, indicating a cooling labor market.
Source: MINKABU, Bloomberg, investing, Yahoo Finance, Schwab
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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