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$Arm Holdings (ARM.US)$
I believe in growth companies and are investing in growth stocks, so currently it's still close to 15% negative, but it's a hold. Even if there is an increase or decrease, I would like to look at it on a fiscal year basis. However, speculative factors have also become stronger as a global trend, probably due to the influence of the internet in recent years, and the spread of small amounts of information has expanded, so you have to be prepared for intense waves.
I believe in growth companies and are investing in growth stocks, so currently it's still close to 15% negative, but it's a hold. Even if there is an increase or decrease, I would like to look at it on a fiscal year basis. However, speculative factors have also become stronger as a global trend, probably due to the influence of the internet in recent years, and the spread of small amounts of information has expanded, so you have to be prepared for intense waves.
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Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 41416.18 yen, 141.10 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) rose 14.57 points to 2919.07.
Top news
The yen is in the first half of the 158 yen range against the dollar, supported by falling long-term US interest rates and continuous intervention observations
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 17th rose slightly from the evening of the previous day to the first half of the 1 dollar = 158 yen range. There were also situations where it fell in response to retail sales that exceeded expectations in the US, but long-term US interest rates declined due to deep-seated expectations of interest rate cuts, and yen was bought back. The possibility that the government and the Bank of Japan carried out yen buying intervention for 2 consecutive days last week has increased, and it seems that a sense of caution about intervention will also support the yen.
Japan's growth falls to 0.7% this year, and the world remains unchanged - IMF warns of prolonged high interest rates
As for the International Monetary Fund (IMF), the pace at which inflation settles down in many major countries/regions is slower than expected, and as interest rates stay at higher levels “even longer,” potential risks to global economic growth increase...
Market Overview
Today's Nikkei Stock Average began at 41416.18 yen, 141.10 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) rose 14.57 points to 2919.07.
Top news
The yen is in the first half of the 158 yen range against the dollar, supported by falling long-term US interest rates and continuous intervention observations
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 17th rose slightly from the evening of the previous day to the first half of the 1 dollar = 158 yen range. There were also situations where it fell in response to retail sales that exceeded expectations in the US, but long-term US interest rates declined due to deep-seated expectations of interest rate cuts, and yen was bought back. The possibility that the government and the Bank of Japan carried out yen buying intervention for 2 consecutive days last week has increased, and it seems that a sense of caution about intervention will also support the yen.
Japan's growth falls to 0.7% this year, and the world remains unchanged - IMF warns of prolonged high interest rates
As for the International Monetary Fund (IMF), the pace at which inflation settles down in many major countries/regions is slower than expected, and as interest rates stay at higher levels “even longer,” potential risks to global economic growth increase...
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Shooting incident further strengthens “Trump-related deals”It looks like they did. According to Polymarket, the probability that Mr. Trump will win the November election rose by about 10 points in the wake of the mass shooting and reached 70%. Meanwhile, the probability that rival Mr. Biden will win fell further and was 18%. The so-called “Trump deal” seems to gain even more momentum.
The “Trump Trade” has been rekindled! Who will be the winning team in the Trump market?
The “Trump Trade” is coming sooner than expected and in a less volatile formIt looks like they did. Based on the current presidential election trends,The most likely scenario is that Mr. Trump is elected president and the Republican Party controls both the upper and lower chambers. Trump is”Tariff hikes, income tax cuts, and stricter immigration policiesImplementing” is good for US earnings, but there is a possibility that inflation will be re-induced, and there is a high possibility that US bond yields and the dollar will remain high. According to Bloomberg,USD、Bitcoin、gold、US stocks (especially defensive stocks, traditional energy stocks)It is said that attention should be paid to these four major assets.
“Trump Trade”'s...
The “Trump Trade” has been rekindled! Who will be the winning team in the Trump market?
The “Trump Trade” is coming sooner than expected and in a less volatile formIt looks like they did. Based on the current presidential election trends,The most likely scenario is that Mr. Trump is elected president and the Republican Party controls both the upper and lower chambers. Trump is”Tariff hikes, income tax cuts, and stricter immigration policiesImplementing” is good for US earnings, but there is a possibility that inflation will be re-induced, and there is a high possibility that US bond yields and the dollar will remain high. According to Bloomberg,USD、Bitcoin、gold、US stocks (especially defensive stocks, traditional energy stocks)It is said that attention should be paid to these four major assets.
“Trump Trade”'s...
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$Taiwan Semiconductor (TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...
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Set a live reminder
I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
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ザ・マネー~Today’s Market(2024.07.11)
Jul 11 01:00
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