Since the number of people employed in the non-farm sector announced last week fell far short of expectations, the global market was baptized on “Black Monday,” and the market is even beginning to see that interest rate cuts on a 50-basis will be implemented in September. Furthermore, the recent sales pressure in the technology sector as a whole, combined with the rekindling of expectations for lower US interest rates, in the US stock marketThe possibility that the rotation will continueThere is. As interest rate cuts are imminent, what investment strategies should investors adopt?
Are market adjustments also an opportunity to buy more due to interest rate cuts?
The market may enter an adjustment phase in the short term, but eventually it will turn upward. The stock market usually rises towards the initial rate cut,The 1 to 3 months after interest rate cuts went back and forthShow me, and if there is no recession,After that, it began to rise again. Currently, there is a large probability that the first interest rate cut will take place in September, so considering the year-to-date increase in the major indices,There is a possibility that we are approaching an adjustment phaseThere is. Furthermore, there is a possibility that the initial rate cut this time will overlap with the prelude to the US presidential election, which is usually highly volatile. In the case of a soft landing,Stocks tend to perform well 6 to 12 months after interest rate cutsThere is. To investors...

While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...

I will share personal watchlists related to AI data centers centered on NVIDIA. I hope it will be helpful to you.
1 ️ EK Hardware Provider - NVIDIA Corporation $NVDA: As you know, it's a leader in GPUs and AI chips, and plays a central role in AI data centers.
- Taiwan Semiconductor Manufacturing Company $TSM: It is the world's number one semiconductor manufacturing company and undertakes NVIDIA's GPU manufacturing.
- ARM Holdings plc $ARM: ARM's semiconductor design is energy efficient and can provide scalable processors, which can improve AI data center performance and efficiency. We are collaborating with NVIDIA to build CPUs for data centers.
- Super Micro Computer, Inc. $SMCI: Provides server and storage solutions and provides a hardware platform that optimally utilizes NVIDIA GPUs. Long relationship with NVIDIA...

Recently, I discovered that the community is posing as an expert and carrying out fraudulent activities under the pretext of providing investment advice. moomoo has always placed the safety of your funds as a top priority and has therefore implemented a series of strict security measures. At the same time, we are calling for constant vigilance against investment advice that has not been verified. If you suspect fraud, please give us feedback promptly. In today's special issue, we will introduce in detail the commonly used methods of fraud for everyone to identify investment fraud and avoid becoming a victim of fraud.
Type 1: Impersonating a false identity and inducing contact
Fraudsters pose as professional securities analysts or well-known investors and gradually build trust by claiming to provide free investment advice. They then use this trust to get investors to contact them and commit fraud.
Type 2: Send a message and direct them to another platform such as LINE
Fraudsters pretend to be “foreigners,” “women,” etc., and win everyone's trust by intentionally creating an image of being socially vulnerable or harmless. After that, in preparation for fraud, “Here's the message...