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For next year's tax planning, I have already converted the necessary cash portion of my US stock position to Japanese yen to finalize the closing for 2024, so I plan to gradually look back on the year.
The year-to-date profit and loss for the moomoo Securities as of December 9, 2024 was +173%. Due to the overall rise in the US stock market and the biased increase in specific securities, I made fund transfers from other assets accordingly. As a result, funds and profits were somewhat concentrated in the moomoo Securities account, the main battlefield for individual stock trading in the United States. Therefore, in December, I gradually increased my Japanese yen deposit position.
Firstly, as a personal summary of US stocks in 2024, the first half of the year was dominated by AI and semiconductors, while the latter half was focused on the presidential election. Consequently, a significant portion of this year's annual profit came from concentrated investments in NVDA and MSTR at various times. On the other hand, it was quite impressive that the top losses were in SMCI and then COIN.
The AI and semiconductor sectors in the first half of this year were engulfed in considerable excitement, with related companies being widely bought and the entire industry buoyant. Therefore, SOXL temporarily rose to nearly $70, but is currently around $30, sinking into negative territory for the year....
The year-to-date profit and loss for the moomoo Securities as of December 9, 2024 was +173%. Due to the overall rise in the US stock market and the biased increase in specific securities, I made fund transfers from other assets accordingly. As a result, funds and profits were somewhat concentrated in the moomoo Securities account, the main battlefield for individual stock trading in the United States. Therefore, in December, I gradually increased my Japanese yen deposit position.
Firstly, as a personal summary of US stocks in 2024, the first half of the year was dominated by AI and semiconductors, while the latter half was focused on the presidential election. Consequently, a significant portion of this year's annual profit came from concentrated investments in NVDA and MSTR at various times. On the other hand, it was quite impressive that the top losses were in SMCI and then COIN.
The AI and semiconductor sectors in the first half of this year were engulfed in considerable excitement, with related companies being widely bought and the entire industry buoyant. Therefore, SOXL temporarily rose to nearly $70, but is currently around $30, sinking into negative territory for the year....
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In the past week, Tesla's stock price has shown an astonishing increase, and Mr. Musk has achieved a major victory.
The U.S. stock market marked a historic day. On Wednesday, $Nasdaq Composite Index (.IXIC.US)$surpassed 0.02 million points for the first time in history. With the post-election rally and the increasing frenzy on Wall Street for the electric car company led by Elon Musk, $Tesla (TSLA.US)$stocks hit their highest level in three years on Wednesday.Reached an all-time high last week.
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Tesla soars over 69% post-election! A comeback that dominates the market.
Tesla in the first half of this yearSlump in customer deliveriesandProfit margin reductionAs a result,It had been lagging behind the overall market.However, after the election, it became one of the most robust performers among the S&P500 component stocks.One that showed the most powerful performance..
Since the U.S. presidential election, Tesla has surged 69% and other Large Cap high-tech stocks like the Magnificent Seven (M7) by about 9%.soaring.Technology stocks. $NASDAQ 100 Index (.NDX.US)$ (about 9% rise)大きく上回るパフォーマンスを示している。「マグニフィセント・セブン」の中で次に好調なのは $Amazon (AMZN.US)$で約 ...
The U.S. stock market marked a historic day. On Wednesday, $Nasdaq Composite Index (.IXIC.US)$surpassed 0.02 million points for the first time in history. With the post-election rally and the increasing frenzy on Wall Street for the electric car company led by Elon Musk, $Tesla (TSLA.US)$stocks hit their highest level in three years on Wednesday.Reached an all-time high last week.
Tesla in the first half of this yearSlump in customer deliveriesandProfit margin reductionAs a result,It had been lagging behind the overall market.However, after the election, it became one of the most robust performers among the S&P500 component stocks.One that showed the most powerful performance..
Since the U.S. presidential election, Tesla has surged 69% and other Large Cap high-tech stocks like the Magnificent Seven (M7) by about 9%.soaring.Technology stocks. $NASDAQ 100 Index (.NDX.US)$ (about 9% rise)大きく上回るパフォーマンスを示している。「マグニフィセント・セブン」の中で次に好調なのは $Amazon (AMZN.US)$で約 ...
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Hello, MOOMOO users, good morning!![]()
The key points of this morning's report are here.
Tokyo Stock Market Forecast Range: Nikkei Average 39,500-39,950 yen (closing price on the 12th was 39,849.14 yen)
Broadcom's full-year 2024 forecast includes increased revenue but decreased profits, with a sharp rise in stock price after hours.
●BTC temporarily enters the 0.102 million dollar range, supported by positive remarks on cryptocurrency by President-elect Trump.
●Mr. Trump announces a plan to reduce the corporate tax rate to 15% at NYSE.
●ECB lowers interest rates for the 3rd consecutive meeting to boost economic growth.
●US November Producer Price Index (PPI) increases by 0.4% month-on-month, exceeding expectations.
The number of new jobless claims in the United States is 0.242 million, the highest level in about 2 months.
- MOOMOO News Kei
Market Overview
On the 12th, the US stock market fell. The November US Producer Price Index (PPI) rose by 0.4% from the previous month, slightly exceeding analysts' estimates, leading to a decline in US stocks. However, the slight decline was due to the fact that investors were not convinced that the Federal Reserve Board (FRB) would make an additional rate cut this month. Meanwhile, new...
Tokyo Stock Market Forecast Range: Nikkei Average 39,500-39,950 yen (closing price on the 12th was 39,849.14 yen)
Broadcom's full-year 2024 forecast includes increased revenue but decreased profits, with a sharp rise in stock price after hours.
●BTC temporarily enters the 0.102 million dollar range, supported by positive remarks on cryptocurrency by President-elect Trump.
●Mr. Trump announces a plan to reduce the corporate tax rate to 15% at NYSE.
●ECB lowers interest rates for the 3rd consecutive meeting to boost economic growth.
●US November Producer Price Index (PPI) increases by 0.4% month-on-month, exceeding expectations.
The number of new jobless claims in the United States is 0.242 million, the highest level in about 2 months.
- MOOMOO News Kei
Market Overview
On the 12th, the US stock market fell. The November US Producer Price Index (PPI) rose by 0.4% from the previous month, slightly exceeding analysts' estimates, leading to a decline in US stocks. However, the slight decline was due to the fact that investors were not convinced that the Federal Reserve Board (FRB) would make an additional rate cut this month. Meanwhile, new...
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David Sacks, the person behind President Trump's bold cryptocurrency and AI policies.
Since the current President Trump's declaration in July of this year to "make the USA a superpower in Bitcoin,"the American cryptocurrency market hasentered a new stage.Afterward, President Trump appointed Elon Musk as the head of the Department of Government Efficiency, and as a result, $Dogecoin (DOGE.CC)$It surged. In addition, an incident involving the influencer, Peanuts, the otter, developed into a political movement in the USA.MEME COIN, PNUTbecame a hot speculation target for a while. Furthermore, Paul Atkins, a finance regulation veteran, was selected as the chair of the Securities and Exchange Commission (SEC) in the USA. $Bitcoin (BTC.CC)$breaking the $0.1 million mark.boosted it.
And last week, Mr. Trump appointed the prominent venture capitalist, David Sacks, as the Chief Advisor for Artificial Intelligence (AI) and cryptocurrency.and Technology.has appointed David Sacks as 'White House'AI Emperor (A.I. & Cryptocurrency Emperor) David Sacks, the person behind Trump's bold cryptocurrency and AI policies.
Since the current President Trump's declaration in July of this year to "make the USA a superpower in Bitcoin,"the American cryptocurrency market hasentered a new stage.Afterward, President Trump appointed Elon Musk as the head of the Department of Government Efficiency, and as a result, $Dogecoin (DOGE.CC)$It surged. In addition, an incident involving the influencer, Peanuts, the otter, developed into a political movement in the USA.MEME COIN, PNUTbecame a hot speculation target for a while. Furthermore, Paul Atkins, a finance regulation veteran, was selected as the chair of the Securities and Exchange Commission (SEC) in the USA. $Bitcoin (BTC.CC)$breaking the $0.1 million mark.boosted it.
And last week, Mr. Trump appointed the prominent venture capitalist, David Sacks, as the Chief Advisor for Artificial Intelligence (AI) and cryptocurrency.and Technology.has appointed David Sacks as 'White House'AI Emperor (A.I. & Cryptocurrency Emperor) David Sacks, the person behind Trump's bold cryptocurrency and AI policies.
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Founded by Kathy Wood, the “Queen of Investments” $ARK Innovation ETF (ARKK.US)$specializes in thematic investments focused on disruptive innovation. As an investment strategy, it focuses on fields such as next-generation internet, artificial intelligence, robots, and energy storage. ARK's investment targets span a wide range of topics, such as public stocks, ETFs, index funds, and private investment trusts.
ARK's stock price temporarily reached $59.63 in Monday's trading, breaking its year-to-date high.Since the US presidential election on November 5, ARK has risen more than 23%. This is mainly supported by rising stock prices such as Tesla, which it owns, and Coinbase, a major US virtual currency exchange. Tesla is the largest holding stock of the Arc Innovation ETF, and its ownership ratio reaches 13.97%. Coinbase and Robinhood are the second and sixth largest stocks held, respectively.
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Check out the stocks with the highest growth rate
What is the strongest constituent stock of the Ark Innovation ETF $Coinbase (COIN.US)$So, the cumulative rate of increase...
ARK's stock price temporarily reached $59.63 in Monday's trading, breaking its year-to-date high.Since the US presidential election on November 5, ARK has risen more than 23%. This is mainly supported by rising stock prices such as Tesla, which it owns, and Coinbase, a major US virtual currency exchange. Tesla is the largest holding stock of the Arc Innovation ETF, and its ownership ratio reaches 13.97%. Coinbase and Robinhood are the second and sixth largest stocks held, respectively.
What is the strongest constituent stock of the Ark Innovation ETF $Coinbase (COIN.US)$So, the cumulative rate of increase...
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As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering them.
Quantum computing related stocksare Surged in the past monthand its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
MajorReasons for the riseTwo factors can be cited as follows.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will still be a ways off, but progress in commercialization and performance improvement are being observed.
2）Amazon.com's subsidiaryAWSannounced the launch of the Quantum Embark Program, which assists customers in preparing for quantum computing.This will make it easier for companies and organizations to prepare for the adoption of quantum computing, potentially promoting the industry's development.Both of the above events are related to quantum computing stocks.
如上两起事件均与量子计算相关Brightening the outlookThe world of quantum computing.The market size is expected to increase by ten times over the next approximately ten years.It is predicted to expand, and there may be stocks in the industry that achieve tenbagger. This time, in the field of quantum computing...
Quantum computing related stocksare Surged in the past monthand its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
MajorReasons for the riseTwo factors can be cited as follows.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will still be a ways off, but progress in commercialization and performance improvement are being observed.
2）Amazon.com's subsidiaryAWSannounced the launch of the Quantum Embark Program, which assists customers in preparing for quantum computing.This will make it easier for companies and organizations to prepare for the adoption of quantum computing, potentially promoting the industry's development.Both of the above events are related to quantum computing stocks.
如上两起事件均与量子计算相关Brightening the outlookThe world of quantum computing.The market size is expected to increase by ten times over the next approximately ten years.It is predicted to expand, and there may be stocks in the industry that achieve tenbagger. This time, in the field of quantum computing...
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Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
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AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...
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This article uses automatic translation in some parts.
According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Bridgewater Associates submitted the third-quarter holdings report (13F) as of September 30, 2024.
According to statistical data, Bridgewater's total assets in the third quarter amounted to $17.7 billion, an 8% decrease from $19.2 billion in the previous quarter. In the third quarter, they acquired 79 new positions, added to 260 positions, reduced 428 positions, and sold 183 positions. The top 10 holdings represent 32.29% of total assets.
Among the top 5 positions, the 1st one is $iShares Core S&P 500 ETF (IVV.US)$and the number of shares held is approximately 2.22 million shares, with an estimated value of approximately 1.28 billion dollars, accounting for 7.26% of the entire portfolio. The number of shares held increased by 5.77% compared to the previous quarter.
The 2nd one is $iShares Core MSCI Emerging Markets ETF (IEMG.US)$As of now, I hold approximately 17...
According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Bridgewater Associates submitted the third-quarter holdings report (13F) as of September 30, 2024.
According to statistical data, Bridgewater's total assets in the third quarter amounted to $17.7 billion, an 8% decrease from $19.2 billion in the previous quarter. In the third quarter, they acquired 79 new positions, added to 260 positions, reduced 428 positions, and sold 183 positions. The top 10 holdings represent 32.29% of total assets.
Among the top 5 positions, the 1st one is $iShares Core S&P 500 ETF (IVV.US)$and the number of shares held is approximately 2.22 million shares, with an estimated value of approximately 1.28 billion dollars, accounting for 7.26% of the entire portfolio. The number of shares held increased by 5.77% compared to the previous quarter.
The 2nd one is $iShares Core MSCI Emerging Markets ETF (IEMG.US)$As of now, I hold approximately 17...
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