Pay attention to this week's financial results and economic calendar (3/4-3/8) the Fed chairman's testimony and US employment statistics! Will the next semiconductor financial results be a catalyst?

moomooニュース米国株 wrote a column · Mar 1 04:33

This week's points
Japanese stocks are expected to rise to the 40,000 yen range for the first time this week, and attention is being paid to whether or not they can maintain a firm position as is. The Nikkei Average is close to 40,000 yen for the first time, and while there is strong optimism, US stocks are still doing well,Risk-taking purchasescontinues. It's just,Financial Officials' RemarksYaEconomic statisticsThere is a possibility that the US market will gradually become rough, and domesticallySpecial settlement value calculation for stock index futures and optionsAhead of (Major SQ), there may be situations where market prices are disrupted due to supply and demand factors. Also, there is a possibility that the regular spring replacement of the Nikkei Stock Average will be announced this week as well. $Disco(6146.JP)$Ya $Socionext(6526.JP)$There is also a view that the like are candidates for new hires, and there may be an impact on semiconductor stock prices.

In this week,US Federal Reserve Chairman Powell's Congressional Testimony、U.S. Employment Statisticsis attracting attention. US Federal Reserve Chairman Powell will testify to Congress once every six months this week. US stocks are quite overheated, and there is a possibility of major adjustments depending on Mr. Powell's remarks, so be careful about the downside where Japanese stocks are also involved. others,“Super Tuesday” of the US presidential election、Financial results for Broadcom, a major US semiconductor companywill be planned. There seems to be a possibility that political events will also lead to market fluctuations. On “Super Tuesday,” when primaries and caucuses of both the Democratic and Republican parties are concentrated in the US presidential election, attention is drawn to whether former President Trump will solidify his position as a Republican candidate.

Analysts at major US banks say that semiconductor companies' stock prices have skyrocketed in recent months, but since tailwinds such as artificial intelligence (AI) are blowing,The outlook for the sector remains strongIt showed that point of view. Demand for PCs, mobile phones, and servers is also stable,Still bullish on semiconductorsThat's it. Analysts $Broadcom(AVGO.US)$The next financial results of will be a positive catalystI'm predicting that. Broadcom's financial results are scheduled for the 7th. Analysts also revised the semiconductor sales forecast upward from the previous 10% increase to an 11% increase, and related stocks are also forecasting an increase.

Overall this week's dollar-yen exchange rateIs it easy to buy dollarsLooks like things will continue. In the USEmployment statisticsYaFederal Reserve Chairman Powell's Congressional Testimony. Domestically,Tokyo Metropolitan Consumer Price Index for Februarywill be planned. If it declines, early policy normalization observations by the Bank of Japan will retreat, and it is likely to swing in the direction of depreciation of the yen and appreciation of the dollar. Also, if the Nikkei Average were to rise to the 40,000 yen mark, it was involved in overseas investors' investment in Japanese stocksAvoiding exchange rate fluctuation risks (hedging)Speculation that yen sales will increase for the purpose of doing so has further intensified, and there is a possibility that the dollar-yen exchange rate will rise to the 151 yen range. Furthermore, in addition to Governor Ueda giving a lecture at the finance-related event “FIN/SUM (Fintham) 2024” on the 5th, deliberation committee member Nakagawa Junko is scheduled to attend the Shimane Prefecture Financial and Economic Meeting on the 7th, and attention is being paid to whether there are any statements regarding policy management.

Pay attention to this week's financial results and economic calendar (3/4-3/8) the Fed chairman's testimony and US employment statistics! Will the next semicond...

Last week's market price points
1. The Nikkei Average continued to rise for 5 weeks, and the rapid growth led by 10 yen semiconductors resumed until the first large mark in history
2. Toyota's market capitalization is 60 trillion yen, the first Japanese company
3. The US PCE price index, which is emphasized by the Fed, slows to a 2.4% rise and is at a low level for the first time in about 3 years
4. AMD semiconductor's total market value exceeds 300 billion dollars due to expectations for AI chips
5. The Nasdaq Composite Index hit an all-time high for the first time in 2 years due to price deceleration! Continued feeling of overheating
6. Bitcoin surpasses 60,000 dollars! Buying of virtual currency-related stocks intensifies with ETFs and “halving” as a tailwind
7. Mr. Pelosi, the “god of investment on Capitol Hill,” revealed his first deal this year! Purchase the “AI Security Leader” as an option

The Nikkei Average rose for 5 consecutive weeks to 39,910.82 yen in the Tokyo stock market last week, 812.14 yen (2.08%) higher than the previous weekend. Although it barely reached the big mark, it rose to 39,990 yen per day. What also played a driving role in this riseSemiconductor-related stocksthat's it. Also, with so much stock momentum, in the marketClose your eyes to differences (rift) with the real economyIn a sense, like there is no choiceA mood close to abandonment is also spreading。 $Toyota Motor(7203.JP)$The total market value of is 1 day,First Japanese company to exceed 60 trillion yenThat's it. Entering this month, it surpassed the total market value of Samsung Electronics in South Korea on a yen basis for the first time in about 7 and a half years, and rose to second place after Taiwan Integrated Circuit Manufacturing (TSMC) among Asian companies. The year-to-date rate of increase is 40%, which is well above the Nikkei average.

The January personal consumption expenditure (PCE) price index, which the Fed places importance on, rose 2.4% from the previous year,Low since February 2021So, almostpredictablyIt became. There were no concerns about an upturn,A steady deceleration in price increases was shown。The Nasdaq Composite Index hit an all-time high for the first time in 2 yearsThe three major indices have been rising for 4 consecutive months. Most of all, the sense that the stock price index is overheating is getting stronger. The predicted PER for the S&P 500 is 20.5 times, which is above the average for the past 10 years (about 18 times). Joseph Labona of SMBC Nikko Securities America said”The stock market has already begun to incorporate not only the end of QT, but also the shift to quantitative easing (QE)” he said,Liquidity markets are being spurredand vigilance.

The Philadelphia Semiconductor Stock Index (SOX) also hit a new highDoing it. $Advanced Micro Devices(AMD.US)$But29th, 9% super rapid increaseAt the beginning of the yearAn increase of about 30% or more、The total market capitalization has exceeded 300 billion dollarsI did it. Citigroup explained that all companies and organizations have purchased AI chips, and since “the AI market continues to grow,” they maintain a “pretty strong stance on semiconductors.” On top of that, $NVIDIA(NVDA.US)$Ya $Broadcom(AVGO.US)$In line withI prefer AMDI said it. AI application development's $C3.ai(AI.US)$announced financial results, and sales exceeded expectations. The sales forecast has been revised upward. It showed that demand for the company's AI-related products continues to be strong. Receipt of financial results,Surge by 24% on the 29th。

Bitcoin, the world's largest crypto asset (virtual currency) by market capitalization, is on the 28thIt surpassed the 60,000 dollar milestone. The 60,000 dollar range has been on since 2021/11First time in about 2 years and 3 months. Money flows in through exchange-traded funds (ETFs) managed with bitcoins,A sharp rise of 40% compared to the end of 23I'm doing it. Most of the experts areETF momentumwithHalving events expected to happen in AprilThanks to BitcoinBreaking through the $100,000 markIt is predicted that there is a possibility.

$ INVEDA (NVDA.US) $According to an information disclosure statement submitted on the 26th by the “God of Capitol Hill Investment” Nancy Pelosi, who earned profits of 1 million dollars or more by trading stocks in just 3 months, he was a cybersecurity company on 2/21 and 2/12$Palo Alto Networks (PANW.US) $It is said that they purchased a total of 70 call options with an exercise price of 200 dollars and an expiration date of 2025/1/17. In response to this, Palo Alto Networks announced on the 26thSurge by 7%I did it. Nancy Pelosi and his wife have been together for a long timeSpeculative trading was carried out using internal information, and large profits were obtainedSince it is famous for that, it became a big topic of conversation in the financial world every time an important transaction was disclosed. The market is speculating that she may have known a policy ahead of time.

Source: MINKABU, Bloomberg, investing, Trader's Web, WelsAdvisor, Reuters
ー MooMoo News Sherry

Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more

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181338057犬心久美子 : An event where the backpack you carry on your back becomes heavy.

ISM non-manufacturing index, Powell's congressional testimony,
JOL T job search, beige book, service industry purchasing department business climate index, number of people employed in the non-farm sector, average hourly wage, unemployment rate, etc..
I wonder what time it wasEvery time, I began to be sensitive to the Fed's announcements and the statements made by each Federal Reserve Bank president.
I was half-nervous, and the market was full of lumps every time
It fluctuates drastically. Well, that's what the Federal Reserve Vice President from all over the country says, so emphasis is essential.
On top of the fact that America was originally inflationary
Stupid COVID-19 spread and morphological rhythm was disrupted
Super monetary easing, super inflation, and super interest rate hikes
process. How much will interest rates be raised last year?
America I wonder if everyone rubbed their sleepy eyes and spit over and over until midnight every time the Fed made a statement
From there to a trend of interest rate cuts with everyone's efforts
Now that we've finally arrived at it, I wonder how many times they cut interest rates and when we don't have to make complains about interest rate cuts.
Of course, a re-interest rate hike isn't good, but even if there is one, I think it will return again if I keep a calm and quiet eye on it. The Federal Reserve in Congress
The statement will also have a big impact on the presidential election, and it is a booming market for the current administration of the Democratic Party
Having one would be positive material. However, some stand out, and that is driving the economy
The facts are undeniable. This can also be said for the Japanese market. If you can secure a profit and win, you should make money ️ I put parentheses on it, but this is my personal real intentionHowever, stock prices of not only tech but also defensive etc. are rising at the same time
In a state where there is a solid foundation in the true sense of the word,
Strong saying it's definitely different from a bubble
I want it to be the American market.

bonus
Come on, I think it's okay for the Bank of Japan to normalize Next month, after finishing the Spring Battle, take a step forward.
You know the true power of the Japanese market.
※Sorry about the mortgage

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イタバ : There may be some adjustments.
After that, it seems like it will rise

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かすシロウト : Seriously give up on interest rate hikes

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