やわら埼玉県加須市
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USA 2023/12/22
Information on American stock holdings
Information on American stock holdings
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![Is PCE deflator confirmation vacation mode [audio version]](https://sgsnsimg.moomoo.com/2023122200000427f088a620657.jpg/thumb)
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やわら埼玉県加須市
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There was an exchange of buying and selling Japanese stocks on December 22. In the US market the day before, semiconductor-related stocks were high across the board, with Micron's 8% increase in financial results announcements as the driving force. The Philadelphia Semiconductor Index is up 2.77%.
There are many semiconductor-related stocks among the top trading price stocks in the Tokyo market, and when the Philadelphia Semiconductor Stock Index rises the day before, it becomes easier for the Nikkei Average to rise as well.
Today, the rise in the Nikkei Average was limited, despite the significant increase in the semiconductor index the day before. The depreciation of the dollar and the appreciation of the yen may have weighed on Japanese stocks. Also, there may be few market participants before Christmas.
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The report “Telecommunications Sector: Points of Interest in 2024: The Day SBG/ SoftBank Will Acquire NTT” issued by SMBC Nikko Securities on the 21st left an impression on me. Changes in major shareholders are expected in the telecommunications industry from '24 onwards. NTT is expected to sell government holdings. There is a possibility that KDDI will sell shares held by Kyocera and Toyota. As major shareholders change, the telecommunications industry...
There are many semiconductor-related stocks among the top trading price stocks in the Tokyo market, and when the Philadelphia Semiconductor Stock Index rises the day before, it becomes easier for the Nikkei Average to rise as well.
Today, the rise in the Nikkei Average was limited, despite the significant increase in the semiconductor index the day before. The depreciation of the dollar and the appreciation of the yen may have weighed on Japanese stocks. Also, there may be few market participants before Christmas.
☆
The report “Telecommunications Sector: Points of Interest in 2024: The Day SBG/ SoftBank Will Acquire NTT” issued by SMBC Nikko Securities on the 21st left an impression on me. Changes in major shareholders are expected in the telecommunications industry from '24 onwards. NTT is expected to sell government holdings. There is a possibility that KDDI will sell shares held by Kyocera and Toyota. As major shareholders change, the telecommunications industry...
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やわら埼玉県加須市
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The new plant will be put into operation next year. A move from the standard market to the prime market is also expected
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やわら埼玉県加須市
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As part of the government's economic measures,Support for approximately 2 trillion yen to strengthen semiconductor production capacityThe supplementary budget plan for fiscal 2023, which incorporates things to do, was decided by the cabinet on the 10th. This is a 50% increase from 1.3 trillion yen last year. It seems that the search for related stocks that could benefit will expand.
As for the specific details of the support that has been reported, it aims to manufacture advanced semiconductorsLapidas prototype lineYa $Intel(INTC.US$Approximately 650 billion yen was recorded for the development of research centers and the design of advanced semiconductors. $Taiwan Semiconductor(TSM.US$Approximately 770 billion yen will be prepared for construction costs etc. of Kumamoto Plant 2. Also, it is used for construction costs of the Miyagi Plant of Taiwan Foundry and Power Crystal Electronics Manufacturing (PSMC), semiconductor manufacturing equipment, electric vehicles (EVs), etc.power semiconductorAbout 460 billion yen will be added to
The companies that have invested in Lapidas are KIOXIA, $Toyota Motor(7203.JP$,...
As for the specific details of the support that has been reported, it aims to manufacture advanced semiconductorsLapidas prototype lineYa $Intel(INTC.US$Approximately 650 billion yen was recorded for the development of research centers and the design of advanced semiconductors. $Taiwan Semiconductor(TSM.US$Approximately 770 billion yen will be prepared for construction costs etc. of Kumamoto Plant 2. Also, it is used for construction costs of the Miyagi Plant of Taiwan Foundry and Power Crystal Electronics Manufacturing (PSMC), semiconductor manufacturing equipment, electric vehicles (EVs), etc.power semiconductorAbout 460 billion yen will be added to
The companies that have invested in Lapidas are KIOXIA, $Toyota Motor(7203.JP$,...
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![What brands will benefit from government semiconductor support? 2 trillion yen to strengthen domestic production, supplementary budget plans decided by the cabinet by Lapidas and TSMC](https://sgsnsimg.moomoo.com/feed_image/181569713/ee1b923562cc30738144489cde27664a.jpg/thumb)
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やわら埼玉県加須市
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Columns Hedge funds make a sharp transition to US high-tech stocks! The cheapest level in the past 6 years
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![Hedge funds make a sharp transition to US high-tech stocks! The cheapest level in the past 6 years](https://sgsnsimg.moomoo.com/feed_image/181250687/b30a362571bf3bbaac4962eabb4b3f39.png/thumb)
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やわら埼玉県加須市
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United States 2023/9/25
Information on American stock holdings
Information on American stock holdings
Translated
![S&P 500 to Buy/Sell Close to Support for 4330 [Audio Version]](https://sgsnsimg.moomoo.com/2023092500000097e251199296f.jpg/thumb)
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やわら埼玉県加須市
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Good morning to all Moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 32,500 yen - 32,800 yen (25th closing price 32,678 yen 62 sen)
● Mr. Biden's “labor ticket” rather than turning bitter car strike support into EVs
● The dollar and yen are in the latter half of the 148 yen range, in the high price zone since October last year due to the Japan-US monetary policy gap
● Government shutdown reflected “negatively” in US credit ratings - Moody's
● China's real estate stocks plummet, total market value of over 8 trillion yen disappeared this year - Evergrande depreciates 22%
●Prime Minister Kishida's “virtuous cycle through wage increases and investment” support for domestic production of semiconductors
● Nissan announces sales of new European cars to EVs in 2030
● SoftBank's corporate bond-type shares listed in November at 4000 yen per share
-MooMoo News Kathy
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average rebounded for the first time in 5 days to 30,4006 dollars 88 cents, 43 dollars 04 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 59.513 points to 13,271.320. The Tokyo Stock Exchange on the 26th was trading...
● [Tokyo Stock Exchange Rate Forecast Range] 32,500 yen - 32,800 yen (25th closing price 32,678 yen 62 sen)
● Mr. Biden's “labor ticket” rather than turning bitter car strike support into EVs
● The dollar and yen are in the latter half of the 148 yen range, in the high price zone since October last year due to the Japan-US monetary policy gap
● Government shutdown reflected “negatively” in US credit ratings - Moody's
● China's real estate stocks plummet, total market value of over 8 trillion yen disappeared this year - Evergrande depreciates 22%
●Prime Minister Kishida's “virtuous cycle through wage increases and investment” support for domestic production of semiconductors
● Nissan announces sales of new European cars to EVs in 2030
● SoftBank's corporate bond-type shares listed in November at 4000 yen per share
-MooMoo News Kathy
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average rebounded for the first time in 5 days to 30,4006 dollars 88 cents, 43 dollars 04 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 59.513 points to 13,271.320. The Tokyo Stock Exchange on the 26th was trading...
Translated
![[Morning Report] Car strike support that Mr. Biden is struggling with, and the “labor ticket” dollar and yen are in the latter half of the 148 yen range compared to the conversion to EVs, in the high price range since October last year](https://sgsnsimg.moomoo.com/feed_image/181250687/1b84794bd5303441be24f91e16127282.png/thumb)
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やわら埼玉県加須市 : Thank you m (_ _) m![undefined undefined](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)