Outlook for the US market: Bullish on US stocks supported by the Federal Reserve, risks of a bubble emerging - Mr. Yardeni. The Dow Jones Industrial Average started 24 points higher.
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Tonight's NY stock trend is as follows.![]()
Market Overview
In the U.S. market, the Dow Jones Industrial Average, which consists of high-quality stocks, started at 39,338.32, up $24.68, with the Nasdaq Composite Index, which has a high proportion of tech stocks, starting at 16,446.85, up 62.38 points. The S&P 500 Average, composed of 500 large-cap stock prices, started at 5,228.85, up 10.66 points.
In the U.S. market, the Dow Jones Industrial Average, which consists of high-quality stocks, started at 39,338.32, up $24.68, with the Nasdaq Composite Index, which has a high proportion of tech stocks, starting at 16,446.85, up 62.38 points. The S&P 500 Average, composed of 500 large-cap stock prices, started at 5,228.85, up 10.66 points.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
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Fed's internal hawks and doves are close, influencing the yen and weakening it
3月FOMC後に発表されたFOMC参加者の政策金利見通し（ドットチャート）では、年内の利下げ回数が、ゼロ回が2人、1回が2人、2回が5人、計9人いることが確認されている。3回派も9人だったが、4回派が1人いたことで「利下げ3回維持」となったわけだ。際どい僅差ゆえ、利下げ開始時期を6月とすれば、4〜6月期には、この僅差が逆転することも十分に考えられよう。特に、まだ3回の雇用統計と消費者物価上昇率を消化せねばならず、これら重要経済指標の上振れあるいは下振れで、予想利下げ回数が大きく変化する可能性が排除できない。パウエルFRB議長も、タカ派とハト派の狭間で、内部調整に手間取りそうだ。$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
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Fed's internal hawks and doves are close, influencing the yen and weakening it
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「米物価、目先は下げ渋りも」米ウェルズ・ファーゴ証券ＦＲＢが支える米株への強気、バブルのリスク生む－ヤルデニ氏
米ＦＲＢは投資家が米国株に対して強気でいること以外を難しくしている。これは短期的には全く問題ないかもしれないが、長期的なバブルのリスクを生む。バブルは通常、良い終わり方はしない。ブルームバーグテレビジョンの番組「サーベイランス」の何人かのゲストが先週、2000年代半ばと比較したのは、このことを示唆してのものだった。ヤルデニ・リサーチのエド・ヤルデニ氏も25日、同様の考えを示し、トレーダーがドットコムバブルの種をまいた時のことを思い出したと語った。
エヌビディアに対抗する「ＵＸＬ財団」、ソフト開発計画
競合メーカーが $NVIDIA (NVDA.US)$に対抗するのは、ほぼ不可能になっている。同社には約２０年間にわたって世界のエンジニアに使われてきた独自のプログラミングコードがあり、これがＡＩ半導体と同じような強みを持っているからだ。現在、世界の４００万人を超えるＡＩ・各種アプリの開発者がエヌビディアのソフトウェアプラットフォーム「ＣＵＤＡ」に依拠している。しかし、米半導体大手 $Qualcomm (QCOM.US)$And Google, $Intel (INTC.US)$Last September, high-tech companies such as Nvidia set up the "UXL Foundation" to challenge Nvidia's dominance in the AI market. The plan focuses on targeting "CUDA," which binds developers worldwide to Nvidia semiconductors.
Apple faces a series of collective lawsuits, which were triggered by the Department of Justice's antitrust complaint.
As a result of the antitrust complaint filed by the U.S. Department of Justice and 16 states and regions on the 21st, consumer collective lawsuits against the company have been increasing. At least three collective lawsuits have been filed in federal courts in California and New Jersey. $Apple (AAPL.US)$In response to the antitrust violation lawsuit filed under the Sherman Antitrust Act, consumer collective lawsuits against the company have been on the rise. At least three collective lawsuits have been filed in federal district courts in California and New Jersey.
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iPhone shipments in China declined by about 33% in February, as reported in U.S. individual stock news.
Tesla, Mizuho lowers investment rating due to slowdown in EV demand
Mizuho has revised its growth rate forecast for the EV market in 2024 from the previous 25% to about 15%, stating that EV demand is decelerating faster than previously expected. The company's analysts described the US EV giant $Tesla (TSLA.US)$as "a global leader that allows no other rivals in terms of scale and profitability, but faces challenges of slowing growth, competition with China, and increasing inventory." They changed their investment rating from 'Buy' to 'Neutral' and lowered the target stock price from $270 to $195.
Tesla to offer free one-month trial of driving assistance feature 'FSD' to US customers.
US electric vehicle giant $Tesla (TSLA.US)$announced that it will provide the driving assistance feature 'Full Self-Driving (FSD)' free of charge for one month to existing and new customers in the USA.
Bitcoin sees increased volatility during US trading hours - structural changes with the introduction of physical ETFs
On the 25th, cryptocurrency Bitcoin fluctuated significantly, lifting the relatively lackluster US market of the same day. This time, it surged by 7% to regain the $70,000 level, showing a more pronounced Bitcoin volatility during US trading hours once again. This pattern was also observed when it first recovered $60,000 since February 2021 and when it hit a record high in March. Since trading began on January 11th, net inflows into Bitcoin's physical ETF have exceeded $11 billion, with trading focus shifting to the USA. An indicator tracking the hourly difference between Bitcoin's high and low prices indicates a larger gap during the US trading hours compared to the Asian trading hours, as noted in a report by research firm Kaiko.
US EV startup Lucid to raise $1 billion in funding from a Saudi government fund
The emerging electric automobile (EV) manufacturer from the USA, $Lucid Group (LCID.US)$on the 25th, announced that it will raise $1 billion in funding from Saudi Arabia's government-backed fund, the Public Investment Fund (PIF), and its affiliate Ayar Saud Investment Company (ATIC).
Options of Trump Media stocks are popular - puts to prepare for a 95% plunge
As the stock price of Digital World Acquisition (DWAC), a special purpose acquisition company (SPAC) aiming for the IPO of a media company led by former US President Trump, surged, puts (options to sell) preparing for the stock to lose almost all its value within weeks are the most popular in the options market. With the completion of the merger process with Trump's social media company on the 25th, DWAC changed its name to Trump Media and Technology Group and will be traded under the ticker symbol from the 26th. $Trump Media & Technology (DJT.US)$Traded under the ticker "」.
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Trump Media surges 25% after-hours = US individual stocks
Former President Trump's assets reach a record high of approximately $6.5 billion - following the completion of the merger with a social media company
As the stock price of Digital World Acquisition (DWAC), a special purpose acquisition company (SPAC) aiming for the IPO of a media company led by former US President Trump, surged, puts (options to sell) preparing for the stock to lose almost all its value within weeks are the most popular in the options market. With the completion of the merger process with Trump's social media company on the 25th, DWAC changed its name to Trump Media and Technology Group and will be traded under the ticker symbol from the 26th. $Trump Media & Technology (DJT.US)$Traded under the ticker "」.
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Trump Media surges 25% after-hours = US individual stocks
Former President Trump's assets reach a record high of approximately $6.5 billion - following the completion of the merger with a social media company
Sources: Bloomberg, Nikkei, MINKABU, Reuters, Dow Jones
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