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Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.
Today's strong and weak ingredients
7/24 [Strong and weak material]
3 points to pay attention to in the front field
●The depreciation of US stocks and the appreciation of the yen are burdensome
● $Nidec (6594.JP)$The revised earnings forecast for the fiscal year ending 2025/3 was announced. Sales were revised upward from 2 trillion400 billion yen to 2 trillion500 billion yen, and operating profit was revised upward from 230 billion yen to 240 billion yen.
● $Nidec (6594.JP)$Sales for the fiscal year ended 31/3 were 10 trillion yen, led by 5 businesses such as AI
Stocks that have moved, notable stocks
$Mitsubishi Motors (7211.JP)$has plummeted. The final profit for the April-June period decreased by 39%, and the fact that sales costs were high, etc., were factors that put pressure on profits.
$Furukawa Battery (6937.JP)$has skyrocketed. <8439.T>It was announced that the investment fund Advantage Partners (Minato-ku, Tokyo) and Tokyo Century's investment company will carry out a public tender offer (TOB) against the company.
$Eagle Industry (6486.JP)$has skyrocketed. The first half account is 58...
Today's strong and weak ingredients
7/24 [Strong and weak material]
3 points to pay attention to in the front field
●The depreciation of US stocks and the appreciation of the yen are burdensome
● $Nidec (6594.JP)$The revised earnings forecast for the fiscal year ending 2025/3 was announced. Sales were revised upward from 2 trillion400 billion yen to 2 trillion500 billion yen, and operating profit was revised upward from 230 billion yen to 240 billion yen.
● $Nidec (6594.JP)$Sales for the fiscal year ended 31/3 were 10 trillion yen, led by 5 businesses such as AI
Stocks that have moved, notable stocks
$Mitsubishi Motors (7211.JP)$has plummeted. The final profit for the April-June period decreased by 39%, and the fact that sales costs were high, etc., were factors that put pressure on profits.
$Furukawa Battery (6937.JP)$has skyrocketed. <8439.T>It was announced that the investment fund Advantage Partners (Minato-ku, Tokyo) and Tokyo Century's investment company will carry out a public tender offer (TOB) against the company.
$Eagle Industry (6486.JP)$has skyrocketed. The first half account is 58...
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Hello Moomoo users!Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Average ended at 39154.85 yen, 439.54 yen lower than the previous business day
●The ceiling sign “Evening Star” lights up on the Nikkei Average Continued Fall Chart
● A complete depreciation of the yen, 154 yen to 60 sen stands at a turning point in Japan-US monetary policy
● Toyota turned downward, and the appreciation of the yen became a burden on automobile stocks even though their holdings were dissolved due to the company stock TOB and the acceleration was accelerated ◇
● Mitsubishi's own stock depreciated by over 10% at one point, and “profit declined even if yen depreciation was taken into account” in the April-6 fiscal year
● Attention to the handle: $Nidec (6594.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi Motors (7211.JP)$、 $Inpex (1605.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39154.85 yen, 439.54 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 40.27 points to 2793.12 in the Tokyo Stock Exchange.
to...
●The Nikkei Average ended at 39154.85 yen, 439.54 yen lower than the previous business day
●The ceiling sign “Evening Star” lights up on the Nikkei Average Continued Fall Chart
● A complete depreciation of the yen, 154 yen to 60 sen stands at a turning point in Japan-US monetary policy
● Toyota turned downward, and the appreciation of the yen became a burden on automobile stocks even though their holdings were dissolved due to the company stock TOB and the acceleration was accelerated ◇
● Mitsubishi's own stock depreciated by over 10% at one point, and “profit declined even if yen depreciation was taken into account” in the April-6 fiscal year
● Attention to the handle: $Nidec (6594.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi Motors (7211.JP)$、 $Inpex (1605.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 39154.85 yen, 439.54 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 40.27 points to 2793.12 in the Tokyo Stock Exchange.
to...
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Good evening to all Moomoo users!This is the reading for tonight's NY stock.
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, fell 71.67 dollars to 39092.39 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 17891.10 with a 32.42 point increase. The S&P 500 average, which consists of stocks of 500 major US companies, is 5.61 points higher to 5488.48.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
The US PCE core price index, which is attracting attention from the Federal Reserve, rose 2.6% compared to the previous year in May, the first low level in more than 3 years
Of the Federal Reserve's attention excluding energy and food announced by the U.S. Department of CommerceUS PCE Core Price Index、May was a 2.6% increase compared to the previous year, in line with the 2.6% increase in market expectations、Low level since March 2021It became. The previous quarter was up 2.8%.
yen risk
● While the yen exchange rate is hitting a high since 1986 against the US dollar, yen traders...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, fell 71.67 dollars to 39092.39 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 17891.10 with a 32.42 point increase. The S&P 500 average, which consists of stocks of 500 major US companies, is 5.61 points higher to 5488.48.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
The US PCE core price index, which is attracting attention from the Federal Reserve, rose 2.6% compared to the previous year in May, the first low level in more than 3 years
Of the Federal Reserve's attention excluding energy and food announced by the U.S. Department of CommerceUS PCE Core Price Index、May was a 2.6% increase compared to the previous year, in line with the 2.6% increase in market expectations、Low level since March 2021It became. The previous quarter was up 2.8%.
yen risk
● While the yen exchange rate is hitting a high since 1986 against the US dollar, yen traders...
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Micron plummeted 8% and NVIDIA is cheap
$Micron Technology (MU.US)$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA (NVDA.US)$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom (AVGO.US)$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
$Micron Technology (MU.US)$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA (NVDA.US)$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom (AVGO.US)$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
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AI SemiconductorsrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC (6701.JP)$Ya $Hitachi (6501.JP)$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market value of 5 billion yen or more and less than 1 trillion yen).
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
...
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
...
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● Google's $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)、24Q1 (fiscal year ending January-March) financial resultsIt is scheduled to be announced.
●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
● Some analysts see ChatGPT as a real threat to Google's search ad model.
● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
IT giants that have Google etc. under its umbrella $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)...
●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
● Some analysts see ChatGPT as a real threat to Google's search ad model.
● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
IT giants that have Google etc. under its umbrella $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)...
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Over the past 2 weeks, high-tech companies have announced financial results one after another. The performance of tech stocks cannot be said to be bad by any means, but it seems that there is also a strong sense of uncertainty about performance guidance and economic forecasts.
Meanwhile, BlackRock commented that “high-tech companies have the strongest foundation, have been able to withstand the test of the Fed's tightening policy, and they will continue to be bullish on future stock price increases.”
According to the financial results of each company, there are 5 high-tech enterprises $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$、 $Meta Platforms (META.US)$The third quarter (July-September) alone recorded total sales of approximately 400 billion dollars, which is just under the annual GDP of Malaysia in 2022 (406.306 billion dollars).
If you analyze the specific business of each company, you can find discounts related to cloud services and AI...
Meanwhile, BlackRock commented that “high-tech companies have the strongest foundation, have been able to withstand the test of the Fed's tightening policy, and they will continue to be bullish on future stock price increases.”
According to the financial results of each company, there are 5 high-tech enterprises $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$、 $Meta Platforms (META.US)$The third quarter (July-September) alone recorded total sales of approximately 400 billion dollars, which is just under the annual GDP of Malaysia in 2022 (406.306 billion dollars).
If you analyze the specific business of each company, you can find discounts related to cloud services and AI...
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