えいさん
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This article uses automatic translation for some of its parts
Since the US Federal Reserve (Fed) began raising interest rates 18 months ago, cracks began to be seen in the labor market for the first time, and bond investors saw that the tightening cycle had finally come to an end, and embarked on that bet.
Employment indicators decelerated one after another in the previous week (US ADP Private Employment、US PCE Price Index), Friday'sAugust employment statisticsIt reached its pinnacle with Market sentiment is leaning towards holding 2-year government bonds that are sensitive to policy, and Jeff Rosenberg of BlackRockThe 2-year government bond was described as a “screaming buy (screaming buy)”。
It looks like the Fed is ending its most aggressive interest rate hike for the first time in decades. Since short-term bonds become more advantageous than long-term bonds at this time, as the focus shifts to the possibility and timing of the Fed shifting to mitigation, investorsYield curve'sSteepPay attention toIt started. Also, since companies usually rush to issue bonds after the Labor Day (Labor Day) holiday in the United States, pressure is applied to long-term bonds, so there is a possibility that this strategy is also benefiting from seasonal trends.
“Employment statistics results...
Since the US Federal Reserve (Fed) began raising interest rates 18 months ago, cracks began to be seen in the labor market for the first time, and bond investors saw that the tightening cycle had finally come to an end, and embarked on that bet.
Employment indicators decelerated one after another in the previous week (US ADP Private Employment、US PCE Price Index), Friday'sAugust employment statisticsIt reached its pinnacle with Market sentiment is leaning towards holding 2-year government bonds that are sensitive to policy, and Jeff Rosenberg of BlackRockThe 2-year government bond was described as a “screaming buy (screaming buy)”。
It looks like the Fed is ending its most aggressive interest rate hike for the first time in decades. Since short-term bonds become more advantageous than long-term bonds at this time, as the focus shifts to the possibility and timing of the Fed shifting to mitigation, investorsYield curve'sSteepPay attention toIt started. Also, since companies usually rush to issue bonds after the Labor Day (Labor Day) holiday in the United States, pressure is applied to long-term bonds, so there is a possibility that this strategy is also benefiting from seasonal trends.
“Employment statistics results...
Translated
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えいさん
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Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 31,600 yen to 32,000 yen (25th closing price 31,1624 yen 28 sen)
● The dollar and yen are in the middle of the 146 yen range, buy dollars in response to Chairman Powell's speech - sense of caution against intervention
● It is still necessary for the Bank of England to maintain high interest rates for a while - Deputy Governor Broadbent
● The Fed should wait and see with interest rates unchanged = Philadelphia Fed President
● China Evergrande's 660 billion yen deficit from January to June, to a total of 12 trillion yen in two and a half years
● US 3M tentative agreement to pay 5.5 billion dollars - over lawsuit over defects in combat earplugs
● JP Morgan President “AI investment, further increase” 150 billion yen per year
● China, stock transaction stamp duty will be half price from 28th - IPO pace will be restricted by the Securities and Supervisory Commission
— MooMoo News Kathy
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average rebounded to 34,346 dollars 90 cents, which was 247 dollars 48 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 13,590.646, up 126.674 points from the same period. 28th...
● [Tokyo Stock Exchange Rate Forecast Range] 31,600 yen to 32,000 yen (25th closing price 31,1624 yen 28 sen)
● The dollar and yen are in the middle of the 146 yen range, buy dollars in response to Chairman Powell's speech - sense of caution against intervention
● It is still necessary for the Bank of England to maintain high interest rates for a while - Deputy Governor Broadbent
● The Fed should wait and see with interest rates unchanged = Philadelphia Fed President
● China Evergrande's 660 billion yen deficit from January to June, to a total of 12 trillion yen in two and a half years
● US 3M tentative agreement to pay 5.5 billion dollars - over lawsuit over defects in combat earplugs
● JP Morgan President “AI investment, further increase” 150 billion yen per year
● China, stock transaction stamp duty will be half price from 28th - IPO pace will be restricted by the Securities and Supervisory Commission
— MooMoo News Kathy
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average rebounded to 34,346 dollars 90 cents, which was 247 dollars 48 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 13,590.646, up 126.674 points from the same period. 28th...
Translated
![[Morning Report] The dollar and yen are in the middle of the 146 yen range, the British Central Bank bought dollars in response to Chairman Powell's speech, and it is still necessary to maintain high interest rates for a while - Vice Governor](https://sgsnsimg.moomoo.com/feed_image/181250687/d34ec79d6e2933dbb58ec5461551089a.png/thumb)
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えいさん
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Columns [Financial Summary] Will NVIDIA record sales and net profit be the catalyst for a new AI boom
Major US semiconductor company $NVIDIA(NVDA.US$The 24Q2 financial results were announced after closing on the 23rd. Sales exceeded double the same period last year,A record highIt has been reached. It rose 8% in pre-market trading on the 24th.
● Sales:135.07100 million dollars (market forecast $11.042 billion), year-over-year101% increase
● EPS after adjustment and dilution:2.70USD (market forecast $2.07), year-over-year429% surge
● Adjusted gross profit margin: from 45.9% in the same period last year71.2%Rapid increase to (market forecast 70.1%)
● Data center division sales:103.23100 million dollars (market forecast 7.981 billion dollars), year-on-year171% rapid growth
● Gaming Division Revenue:24.86100 million dollars (market forecast $2.38 billion), up 22% from the same period last year
●Q3 Sales Forecast:160It is 100 million dollars (± 2%), exceeding market expectations of 13.1 billion dollars.
According to a statement from Chief Executive Officer Jenson Hwang (CEO),”A new era of computing has begun. Companies around the world are moving from general-purpose computing to accelerated computing and generative AI...
● Sales:135.07100 million dollars (market forecast $11.042 billion), year-over-year101% increase
● EPS after adjustment and dilution:2.70USD (market forecast $2.07), year-over-year429% surge
● Adjusted gross profit margin: from 45.9% in the same period last year71.2%Rapid increase to (market forecast 70.1%)
● Data center division sales:103.23100 million dollars (market forecast 7.981 billion dollars), year-on-year171% rapid growth
● Gaming Division Revenue:24.86100 million dollars (market forecast $2.38 billion), up 22% from the same period last year
●Q3 Sales Forecast:160It is 100 million dollars (± 2%), exceeding market expectations of 13.1 billion dollars.
According to a statement from Chief Executive Officer Jenson Hwang (CEO),”A new era of computing has begun. Companies around the world are moving from general-purpose computing to accelerated computing and generative AI...
Translated
![[Financial Summary] Will NVIDIA record sales and net profit be the catalyst for a new AI boom](https://sgsnsimg.moomoo.com/feed_image/181250687/a1b22b6a752c32689215500e8e11ed37.png/thumb)
![[Financial Summary] Will NVIDIA record sales and net profit be the catalyst for a new AI boom](https://sgsnsimg.moomoo.com/feed_image/181250687/d3d3c092378b3baf902495a93484b28e.png/thumb)
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