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$USD/JPY (USDJPY.FX)$![]()
Honestly, I think the leaked articles in the Japanese media are unreliable, but... if expectations of tomorrow's interest rate hikes and government bond purchases reduction disappoint, it's likely that the yen will depreciate by close to 3 yen![]()
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Honestly, I think the leaked articles in the Japanese media are unreliable, but... if expectations of tomorrow's interest rate hikes and government bond purchases reduction disappoint, it's likely that the yen will depreciate by close to 3 yen
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$NVIDIA (NVDA.US)$
When does the Summer Rally really start?
Even though it hasn't even started, the media that says summer dry market prices are in trouble, aren't they?
When does the Summer Rally really start?
Even though it hasn't even started, the media that says summer dry market prices are in trouble, aren't they?
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$Apple (AAPL.US)$In recent years, it has faced sluggish stock prices and a decline in market share in major markets. Under these circumstances, much attention has been drawn to the company's development conference, WWDC 24 (Worldwide Developers Conference 24).
At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
This eventIt will be distributed in subtitle translation format.If you would like to watch it,“Book” buttonPlease click
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate)...
At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
This eventIt will be distributed in subtitle translation format.If you would like to watch it,“Book” buttonPlease click
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate)...
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Apple WWDC (subtitle translation)
Jun 10 12:00
Replay 16
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This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
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Last year, chip design company's $Arm Holdings (ARM.US)$It was one of Wall Street's hottest initial public offerings. Stock prices showed a sharp rise due to hype against artificial intelligence (AI) -related tailwinds, but recently adjustments have been made.Currently, the stock price has fallen nearly 30% from its high price.
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
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