This week's earnings reports and economic calendar (2/19~2/23) depend on nvidia's earnings! Will there be further momentum in the semiconductor stock market?

The major focus of this week will be the earnings report from nvidia on the 21st.The market has high expectations for the company's stock, as its market capitalization surpassed Alphabet on the 14th, making it the third largest US company.The direction of the overall market seems likely to be influenced by whether the semiconductor sector gets a further boost from the earnings report, or if it exhausts its positive catalysts.The US stock options market isIt is assumed that the company's stock will move very significantly after earnings reports.On the other hand, while there is not necessarily overvaluation in Japanese stocks themselves, they are likely to become a resting point in the rising market triggered by the exhaustion of materials in the US stock market. Additionally, it is believed that many investors who missed the upward trend of Japanese stocks since the beginning of the year may enter buying on dips even if there is a short-term correction.The trend of focusing on high-tech stocks and other stocks with high index contributions may expand in the future.becomes.

The dollar-yen exchange rate this week is expected to attract attention as to whether it will rise to the 151 yen range, the first time since mid-November last year.and.The minutes of the January FOMC meeting.and.やRemarks by senior officials of the Federal Reserve are scheduled and market movements to examine the timing of interest rate cuts are expected. However, it is considered difficult to provide new clues. Due to the lack of important economic indicators, the current trend of a stronger dollar and a weaker yen is likely to continue. However, there is concern about intervention by the Japanese government and the Bank of Japan to buy yen, especially after Finance Minister Kanda Masato indicated that they would respond appropriately if necessary regarding a weaker yen. As a result, the movement to increase long positions in the dollar and sell yen is expected to slow down as it approaches the 151 yen level.The remarks of senior officials of the Federal Reserve are scheduled, and there is an expectation for market movements to examine the timing of interest rate cuts. However, it is considered difficult to provide new clues. Due to the lack of important economic indicators, the current trend of a stronger dollar and a weaker yen is likely to continue.Remarks by senior officials of the Federal Reserve are scheduled, and there is an expectation for market movements to examine the timing of interest rate cuts. However, it is considered difficult to provide new clues. Due to the lack of important economic indicators, the current trend of a stronger dollar and a weaker yen is likely to continue.Remarks by senior officials of the Federal Reserve are scheduled, and there is an expectation for market movements to examine the timing of interest rate cuts. However, it is considered difficult to provide new clues. Due to the lack of important economic indicators, the current trend of a stronger dollar and a weaker yen is likely to continue.Remarks by senior officials of the Federal Reserve are scheduled, and there is an expectation for market movements to examine the timing of interest rate cuts. However, it is considered difficult to provide new clues. Due to the lack of important economic indicators, the current trend of a stronger dollar and a weaker yen is likely to continue.Remarks by senior officials of the Federal Reserve are scheduled, and there is an expectation for market movements to examine the timing of interest rate cuts. However, it is considered difficult to provide new clues. Due to the lack of important economic indicators, the current trend of a stronger dollar and a weaker yen is likely to continue.

Last week market points
Last week's market points 1. The Nikkei Average rose for the third week in a row, recovering to the 0.03 million 8000 yen range, approaching the all-time high of the 0.03 million 8800 yen range.
2. US CPI, core index up significantly for the first time in 8 months, early rate cut expectations recede, USD/JPY breaks 150 yen.
3. Nvidia's market cap surpasses Amazon and Google to become the 4th largest in the world, astonishing rapid growth in the AI boom.
4. Bitcoin recovers to the 50,000 dollar range for the first time in about 2 years, buying continues despite the risk-averse atmosphere.
5. Warren Buffett sells a portion of his Apple shares for the first time in 3 years, a bad sign for Apple stock?
6. SoundHound AI surges 66%, Nvidia's investment becomes clear.
7. Applied stock temporarily surges 11% after earnings report in after-hours trading, suggesting a bullish outlook for the semiconductor industry's recovery.

The Nikkei average rose for the third consecutive week, closing at 0.03 million8487.24 yen, up 1,589.82 yen (4.31%) from the previous week. The Nikkei average stock price temporarily rose to the 0.03 million8800 yen range, nearing the all-time high set in December 1989, amid expectations of a soft landing for the US economy and solid performance of Japanese and American companies.Approaching 50 yen.There was a situation. The rise of Japanese stocks outpaced U.S. stocks. The "fear" of investors who missed out on buying is fueling the rise in stocks. In the market, there is growing expectation that the Nikkei Average will reach its all-time high. It is only a matter of time. However, there are also voices of caution due to the recent sharp rise, saying that there is clearly overheating in the semiconductor sector. In U.S. economic indicators, the U.S. Consumer Price Index (CPI) and Producer Price Index (PPI) areshowing signs of overheating.