TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 PLTR
Palantir
-- 119.160 Focus on the stock of the "National Democratic Party" holding the key to the political situation! The feasibility of key policies such as semiconductor and AI investment tax reduction and cryptocurrency tax rate reduction is increasing.
In the Lower House election held on the 27th, the ruling coalition of the LDP and Komeito fell below a majority, making the political situation uncertain. The Constitutional Democratic Party, which made remarkable progress, also has fewer seats than the LDP. In preparation for the Prime Minister's nomination at the extraordinary Diet session to be convened by November 26, a new framework for a government is beginning to take shape centered around the LDP and the Constitutional Democratic Party.
A key player is the National Democratic Party, which increased its seats from 7 to 28, a fourfold increase.The National Democratic Party supported the ruling party in the fiscal year 2022 budget and the fiscal year 2023 supplementary budget. When the National Democratic Party's 28 seats are added to the LDP and Komeito's 215 seats in the House of Representatives, a majority of 233 can be secured.石破茂首相は28日午後の記者会見で、他党の「政策を取り入れる協議から始める」との考えを示した。
一方の立憲民主党も、野田佳彦代表が連合会長に「来年の参議院選挙の準備を含めて、やるべきことがたくさんある。国民民主党とはこれからも継続的に協議をしていくと伝えた」と述べた（28日NHK）という。
国民民主党の玉木雄一郎代表は28日未明の記者会見で「閣僚のポストより政策実現が大切」と語っており（28日付時事通信）、連立政権への参加より「部分連合」で自党の政策の実現可能性を高める考えを示した。
A key player is the National Democratic Party, which increased its seats from 7 to 28, a fourfold increase.The National Democratic Party supported the ruling party in the fiscal year 2022 budget and the fiscal year 2023 supplementary budget. When the National Democratic Party's 28 seats are added to the LDP and Komeito's 215 seats in the House of Representatives, a majority of 233 can be secured.石破茂首相は28日午後の記者会見で、他党の「政策を取り入れる協議から始める」との考えを示した。
一方の立憲民主党も、野田佳彦代表が連合会長に「来年の参議院選挙の準備を含めて、やるべきことがたくさんある。国民民主党とはこれからも継続的に協議をしていくと伝えた」と述べた（28日NHK）という。
国民民主党の玉木雄一郎代表は28日未明の記者会見で「閣僚のポストより政策実現が大切」と語っており（28日付時事通信）、連立政権への参加より「部分連合」で自党の政策の実現可能性を高める考えを示した。
Based on the key policies announced by the National Democratic Party for the year 2024,Pick up 25 stocks related to 5 feasible themesSaid.
National Democratic Party'sIn the 24-year key policy, the theme is 'Increase take-home pay. Win against inflation.'Tax cuts for income tax and consumption tax, reduction in gasoline and electricity prices, reduction in social insurance premiums for the active generations, all aimed at increasing the take-home pay of the active generations.
Within that, to achieve sustainable wage increases, they have included 'expansion of investment' to realize the 'Reiwa Income Doubling Plan.'Tax cuts for investments in growth areas such as semiconductors, rechargeable batteries, AI, and Web 3.0.are listed.
Likewise, in the 'Reiwa Income Doubling Plan'introducing separate taxation for declarations on cryptocurrency, reducing the tax rate from a maximum of 55% to 20% as miscellaneous income.If the reduction in income tax is realized, there is a possibility of revitalizing cryptocurrency trades such as Bitcoin.
Among the key policies are policies that ensure strong support for the child-rearing generation, and as a source of funds,Issuing an "mainland education bond" of around 5 trillion yen per year, doubling the childcare, education, and science and technology budgetsAs for the use of funds,They include compulsory education from the age of 3, fully free tuition for high schools, and free services such as school lunch and school tripsIn addition,Establishment of an "income tax deduction for tuition fees" Hey,The establishment of the 'Disposable Time Securing Law' to balance childcare, nursing care, etc. with work is being advocated.If the policy is realized, it is expected to create a tailwind for the childcare, nursing care, and cram school industries.
Developing and strengthening the defense industry is a policy similar to that of the Liberal Democratic Party, but it includes 'Year-end legislation for proactive cyber defense' as a specific measure.Incorporating 'Year-end legislation for proactive cyber defense'. If the legislation is enacted, there is a potential for increased attention on cybersecurity-related stocks.If the legislation is enacted, there is a potential for increased attention on cybersecurity-related stocks.
Related stocks: $SAKURA Internet (3778.JP)$、 $Disco (6146.JP)$、 $Lasertec (6920.JP)$、 $Advantest (6857.JP)$、 $Tokyo Electron (8035.JP)$、 $OMRON (6645.JP)$、 $Nichicon (6996.JP)$、 $Panasonic Holdings (6752.JP)$、 $Kyocera (6971.JP)$、 $Sharp (6753.JP)$、 $Ceres (3696.JP)$、 $E-Guardian (6050.JP)$、 $Monex Group (8698.JP)$、 $GMO Financial Holdings (7177.JP)$、 $mixi (2121.JP)$、 $JP-HOLDINGS (2749.JP)$、 $Poppins (7358.JP)$、 $Nagase Brothers (9733.JP)$、 $Riso Kyoiku (4714.JP)$、 $Gakken Holdings (9470.JP)$、 $Digital Arts (2326.JP)$、 $NEC Networks & System Integration (1973.JP)$、 $Trend Micro (4704.JP)$、 $Nomura Research Institute (4307.JP)$、 $NS Solutions (2327.JP)$
moomoo News Mark
Source: National Democratic Party HP, NHK, Nikkei Economic Newspaper, Asahi Shimbun, Jiji Press, moomoo
Source: National Democratic Party HP, NHK, Nikkei Economic Newspaper, Asahi Shimbun, Jiji Press, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
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Juliet720 : Interesting
marimor : im interested
初音ミク0139 : Hmm, it would be nice if the number of members of parliament was reduced due to voter turnout, since the majority aren't interested, why are they only making them feel good?
like a political funding party? did they take responsibility? to those who pretended to be for the sake of the public and made up their own private bellies??
hide0330 : No one expects anything from the People's Democratic Party.
Akihama MariaElisa B : No comment about it:
まるまーる07 : I hope the tax rate on crypto assets will be reduced as soon as possible.
If I'm bothered, I'm likely to be complained by Mr. Trump, who pushes cryptocurrency.
グレイス2012 :
n
kakenhua : n
1509 : Ok