This week's financial results and economic calendar (2/12 to 2/16) pay attention to the final round of financial results and US CPI! Is the AI market going to “Act 2”?

Also,This week's financial results announcement will be the final stageBut at the beginning of the week $Tokyo Electron (8035.JP)$In addition to digesting the financial results of $Japan Tobacco (2914.JP)$Ya $Sony Group (6758.JP)$、 $Rakuten Group (4755.JP)$etc. are planned.
At the footUnipolar concentration on semiconductor-related stocks continuesbutFuture focusIs the 15th of this week $Applied Materials (AMAT.US)$, and the one on the 21st, which is a big favorite $NVIDIA (NVDA.US)$Financial results have been announced. From now on”Semiconductor stock color continues as a long-term trendAlthough it seems like” (market participants), in the near future, events involving semiconductorsThe peak out is getting closerIt can also be seen. graduallyA scene where the details of market search are also moving towards decentralizationMaybe we should also anticipate it.

$Toyota Motor (7203.JP)$Although sales volume forecasts for the full year have recently been lowered due to certification fraud issues at subsidiaries such as Daihatsu Motor, etc.There doesn't seem to be a big impact on business results. On the 6th, the earnings forecast for the current fiscal year was raised and stock prices rose rapidly, and the total market value exceeded 50 trillion yen for the first time for a Japanese company. US by car manufacturer in dollar terms $Tesla (TSLA.US)$The difference has shrunk to around 220 billion dollars. At this pointTesla stock slumpYaElectric vehicle (EV) decelerationIn response, it was also pointed out that funds were flowing into Toyota, which has an advantage in hybrid vehicles (HVs). by analystsTarget stock price increases continue、The only remaining “sell” recommendation in investment decisions has disappeared。

$NVIDIA (NVDA.US)$The upward trend continued last week,New all-time highdid。Goldman Sachs anticipates an increase in earnings due to the AI boom, and NVIDIA's target stock priceRaised from $625 to $800。Continued investment in generative AI infrastructure by leading cloud service providers、Expanding customer profiles、Multiple new product cyclesDue toUntil early 2025It was pointed out that revenue from data center products has consistently increased.

Under the umbrella of SoftBank G $Arm Holdings (ARM.US)$Received settlementOver 60% increase at one point. The fact that it showed an unexpectedly bullish outlook due to the tailwind surrounding AI was well received. CEO Rene HaasAI is creating extraordinary opportunitiesandThe boom is still in its early stagesI said it. As arms are bought due to demand involving generative AI $SoftBank Group (9984.JP)$was re-evaluated as a semiconductor-related stock, and on the 8th to 9th,Over 20% increaseThenIt boosted the Nikkei Average. Also, the fourth quarter financial results showed an increase in sales due to growing demand for AI-related services $Palantir (PLTR.US)$is on the 6th,Over 30% increaseI did it. According to the Nihon Keizai Shimbun, it started in 2023The AI market has begun to show the appearance of “Act 2”. “A situation similar to when attention was drawn to AI last year is happening. There are aspects that are being bought with anticipation,Actual performance growth was confirmed in financial results, and stock appreciation accompanied by actual conditions“It has become,” said Yoshinori Shigemi, macro strategist of Fidelity Asset Management. If “Act 1” of the AI market is a purchase ahead of expectations represented by NVIDIA's rapid rise, then “Act 2” this time is accompanied by the reality of good financial results, and the details are different.