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7/23 (Tue) Alphabet (Google), Tesla
7/30 (Tue) Microsoft
7/31 (Wed) meta (Facebook)
8/1 (Thu.) Apple, Amazon
8/28 (Wed) NVIDIA
7/30 (Tue) Microsoft
7/31 (Wed) meta (Facebook)
8/1 (Thu.) Apple, Amazon
8/28 (Wed) NVIDIA
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Good morning![]()
Will the rotation from semiconductor-related and Mag7 still continue
Can the market rise this week?
This week's economic indicators
7/25 m GDP
7/26 PCE
Financial results seem to have more impact than economic indicators.
The financial results for Tesla and Google are on 7/23.
If the market were to recover, it would probably start with this settlement
What will actually happen?
Well then, it's hot today too, but let's enjoy the market price![]()
Will the rotation from semiconductor-related and Mag7 still continue
This week's economic indicators
7/25 m GDP
7/26 PCE
Financial results seem to have more impact than economic indicators.
The financial results for Tesla and Google are on 7/23.
If the market were to recover, it would probably start with this settlement
Well then, it's hot today too, but let's enjoy the market price
Translated
![Will the risk-off continue?](https://sgsnsimg.moomoo.com/sns_client_feed/183218760/20240722/1721600937567-random6959-183218760-android-compress.png/thumb?area=105&is_public=true)
![Will the risk-off continue?](https://sgsnsimg.moomoo.com/sns_client_feed/183218760/20240722/1721600939405-random1698-183218760-android-compress.png/thumb?area=105&is_public=true)
![Will the risk-off continue?](https://sgsnsimg.moomoo.com/sns_client_feed/183218760/20240722/1721600940195-random853-183218760-android-compress.png/thumb?area=105&is_public=true)
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$E-mini NASDAQ 100 Futures(SEP4)(NQmain.US$
It's turning positive. Biden's withdrawal may also be a factor. Stocks fell globally last weekend, so I would like to look forward to a rebound ❗
It's turning positive. Biden's withdrawal may also be a factor. Stocks fell globally last weekend, so I would like to look forward to a rebound ❗
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Lindblad's price surge hints at investor complacency, with its P/S ratio close to industry norms despite poor growth forecasts. Shareholders risk losses if adjustments reflect these prospects.
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● Major US EVs $Tesla(TSLA.US$Is7/24 5:00 Japan timeupon2024 Q2 financial results are scheduled to be announced。
●As for the market, Tesla's Q2 sales were compared to the same period last year$24.695 billion, down 0.93%, EPS compared to the same period last year37.46% decrease of $0.49Expected.
● Despite the fact that the number of car deliveries in the second quarter exceeded market expectations, Tesla is still facing EV demand issues.
● Pay attention to the growth of the energy business in the second quarter.
Tesla, the major US EV companyFinancial results for the fiscal year ending 2024/4-6 (2nd quarter) will be announced at 5:00 on 7/24 Japan time. The company's stock, which has fallen by up to 40% since the beginning of the year due to optimistic views on interest rate cuts, the approved huge remuneration plan for CEO Musk, the number of cars delivered in the 2nd quarter that exceeded expectations, EU tariff cuts, etc., turned to an upward trend, and achieved a 33% rise over the past month.
EV demand issues and headwinds in the Chinese market
Tesla's global sales volume for the April-6 fiscal year was 0.44 million3956 units, down 4.8% from the same period last year, but it exceeded market expectations of 0.43 million9302 units. In response to this, the company's stock was 10 on the US stock market on the 2nd...
●As for the market, Tesla's Q2 sales were compared to the same period last year$24.695 billion, down 0.93%, EPS compared to the same period last year37.46% decrease of $0.49Expected.
● Despite the fact that the number of car deliveries in the second quarter exceeded market expectations, Tesla is still facing EV demand issues.
● Pay attention to the growth of the energy business in the second quarter.
Tesla, the major US EV companyFinancial results for the fiscal year ending 2024/4-6 (2nd quarter) will be announced at 5:00 on 7/24 Japan time. The company's stock, which has fallen by up to 40% since the beginning of the year due to optimistic views on interest rate cuts, the approved huge remuneration plan for CEO Musk, the number of cars delivered in the 2nd quarter that exceeded expectations, EU tariff cuts, etc., turned to an upward trend, and achieved a 33% rise over the past month.
Tesla's global sales volume for the April-6 fiscal year was 0.44 million3956 units, down 4.8% from the same period last year, but it exceeded market expectations of 0.43 million9302 units. In response to this, the company's stock was 10 on the US stock market on the 2nd...
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![[Earnings Preview] Tesla's Q2 financial results have arrived! Robo-taxis and the energy business are decisive factors, and will the momentum of rising stock prices continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240722/3e47bad7030d780ff9793cf35208bda7.png/thumb?area=105&is_public=true)
![[Earnings Preview] Tesla's Q2 financial results have arrived! Robo-taxis and the energy business are decisive factors, and will the momentum of rising stock prices continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240719/8dc025e10e0a286a23c8b9021e23d057.jpg/thumb?area=105&is_public=true)
![[Earnings Preview] Tesla's Q2 financial results have arrived! Robo-taxis and the energy business are decisive factors, and will the momentum of rising stock prices continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240719/08e97e0ab9f11444cca825378f441847.jpg/thumb?area=105&is_public=true)
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Solid developments in Japanese stocks are expected this week. The Nikkei Average is a reaction where the price dropped by over 1000 yen last week,Buying with the aim of repulsing autonomyIt looks like it's going in. Meanwhile, financial results for major companies at home and abroad were announced, and performance trends were used as cluesLooking for individual stocksIt seems like it's progressing. Received a recent dropPush buyIt also supports the market price. However, next week, in addition to the US Federal Open Market Committee (FOMC) and Bank of Japan monetary policy meetings, $Microsoft(MSFT.US$They are preparing to announce financial results for major US high-tech companies, etc., and it is unlikely that it will be drastically high. On the other hand, it was also pointed out that when the exchange rate swings further in the direction of yen appreciation, it is easy to sell mainly export stocks, and caution is necessary.
Domestically $Nidec(6594.JP$Attention is drawn to the financial results. According to Bloomberg Intelligence, operating profit began in the January-March fiscal year due to strong demand for AI server applicationsThe possibility of a rapid recoveryThere is. If orders are on a recovery trend, I think anxiety about the future will be dispelled even if there is no upward correction...
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![This week's financial results and economic calendar (7/22 to 7/25) US financial results announcements are in full swing! Will the depreciation of semiconductor stocks remain limited to local adjustments?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240719/079f9e9782d06976b77c734bee558e7c.png/thumb?area=105&is_public=true)
![This week's financial results and economic calendar (7/22 to 7/25) US financial results announcements are in full swing! Will the depreciation of semiconductor stocks remain limited to local adjustments?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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