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We will enjoy learning about investment themes that are overflowing both domestically and internationally, such as topics on technology that are currently driving the market and will change the world in the future. Appearances by Hiroyuki Amano (Kyain), Katsunori Matsuzono (President of RH Labo), Shinichi Kamata (Radio NIKKEI commentator), and Hitomi Yagi. *This program is not intended to solicit investment or any other actions. Please make your own final decision regarding investments.
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The Money~HiroYuki Amano and Katsuki Matsuzono's Investment World We Want to Know Now (2024.010.22)
Oct 22 00:30
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Good morning, moomoo users!This is an overview of the opening this morning. Thank you.
Market overview
The Nikkei Stock Average in the Tokyo stock market today started at 38,119.95, down 251.81 yen from the previous trading day, and the TOPIX (Tokyo Stock Price Index) started at 2,683.62, down 8.50 points.
Top news
Semiconductor-related stocks fell - Nvidia fell after hours, adding pressure.
$NVIDIA (NVDA.US)$The drop in after-hours trading was a burden, and domestic semiconductor-related stocks fell. NVIDIA announced its 5-7 month financial results (Q2) after the market closed, with earnings per share and revenue exceeding expectations. However, the 3Q guidance fell below the most optimistic market forecast, raising concerns about a slowdown in explosive growth. NVIDIA's stock price temporarily dropped 8% after hours.
Kasumigaseki Capital rebounded after 3 days. The company announced that it has acquired development land for the largest-scale frozen automated warehouse in its history.
$Kasumigaseki Capital (3498.JP)$Gan ltd rebounded after 3 days. The company announced on the 28th that it has acquired a development site for logistics facilities in Fukuroi City, Shizuoka Prefecture. The same project...
Market overview
The Nikkei Stock Average in the Tokyo stock market today started at 38,119.95, down 251.81 yen from the previous trading day, and the TOPIX (Tokyo Stock Price Index) started at 2,683.62, down 8.50 points.
Top news
Semiconductor-related stocks fell - Nvidia fell after hours, adding pressure.
$NVIDIA (NVDA.US)$The drop in after-hours trading was a burden, and domestic semiconductor-related stocks fell. NVIDIA announced its 5-7 month financial results (Q2) after the market closed, with earnings per share and revenue exceeding expectations. However, the 3Q guidance fell below the most optimistic market forecast, raising concerns about a slowdown in explosive growth. NVIDIA's stock price temporarily dropped 8% after hours.
Kasumigaseki Capital rebounded after 3 days. The company announced that it has acquired development land for the largest-scale frozen automated warehouse in its history.
$Kasumigaseki Capital (3498.JP)$Gan ltd rebounded after 3 days. The company announced on the 28th that it has acquired a development site for logistics facilities in Fukuroi City, Shizuoka Prefecture. The same project...
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An important event that could be a turning point in the marketis approaching moment by moment.NVIDIA's earnings announcement on August 28thYes.
Until now $NVIDIA (NVDA.US)$ has continued to deliver performance befitting the leader in the AI market. Following the earnings announcement, not only NVIDIA's stock, but also the SOX index and Nasdaq 100 index have been gaining momentum. Will history repeat itself this time as well? The answer will be revealed on August 28th (after market close).
On the other hand, apart from NVIDIA, the earnings of companies in the SOX index components are almost complete. From the earnings of these companies,the benefits of the AI investment boom are further expanding.It has been indicated that AI data centers are not created by NVIDIA alone, but involve many companies from memory and module IP licensing to semiconductor manufacturing, encapsulation testing, electrical utilities solutions, data communications transceivers, etc. When compared to the earnings announcements of the previous quarter, companies in these fields are also showing momentum for AI stocks that may surpass NVIDIA.After summarizing the earnings of the SOX index and its components, has been made.
This time,The earnings of the SOX index and its components...
Until now $NVIDIA (NVDA.US)$ has continued to deliver performance befitting the leader in the AI market. Following the earnings announcement, not only NVIDIA's stock, but also the SOX index and Nasdaq 100 index have been gaining momentum. Will history repeat itself this time as well? The answer will be revealed on August 28th (after market close).
On the other hand, apart from NVIDIA, the earnings of companies in the SOX index components are almost complete. From the earnings of these companies,the benefits of the AI investment boom are further expanding.It has been indicated that AI data centers are not created by NVIDIA alone, but involve many companies from memory and module IP licensing to semiconductor manufacturing, encapsulation testing, electrical utilities solutions, data communications transceivers, etc. When compared to the earnings announcements of the previous quarter, companies in these fields are also showing momentum for AI stocks that may surpass NVIDIA.After summarizing the earnings of the SOX index and its components, has been made.
This time,The earnings of the SOX index and its components...
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$Apple (AAPL.US)$isAugust 1stAfter the close of tradingThe financial results for the April-June quarter of 2024are scheduled to be announced. It is expected that the significant decline in sales of the main product, the iPhone, compared to the same period last year will be greatly improved, and as a result,there is a forecast for a return to increased revenue.It is.
一方で、アップルの株価は7月15日に史上最高値の234.4ドル(終値)を記録した後、ハイテク大手株全体に見られる弱さを受けて反落していました。今期の決算結果を受けて株価がどのように反応するか、注目されています。
決算発表後の翌取引日にアップル株の終値がどのようになるのかを予想して、投票してください。
【Compensation】
・10,000ポイントを均等に分配
Until 10 p.m. on August 2nd (Japan time)To, Apple's closing price on August 2nd (5 a.m. Japan time on August 3rd)Please choose the price range you expect. If the actual closing price falls within the chosen price range, points will be distributed equally to the users who voted for that price range (for example, if 50 people correctly predict the price range, each person can earn 100 points!).
【...
一方で、アップルの株価は7月15日に史上最高値の234.4ドル(終値)を記録した後、ハイテク大手株全体に見られる弱さを受けて反落していました。今期の決算結果を受けて株価がどのように反応するか、注目されています。
決算発表後の翌取引日にアップル株の終値がどのようになるのかを予想して、投票してください。
【Compensation】
・10,000ポイントを均等に分配
Until 10 p.m. on August 2nd (Japan time)To, Apple's closing price on August 2nd (5 a.m. Japan time on August 3rd)Please choose the price range you expect. If the actual closing price falls within the chosen price range, points will be distributed equally to the users who voted for that price range (for example, if 50 people correctly predict the price range, each person can earn 100 points!).
【...
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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 38876.71 yen, 258.08 yen lower than the previous business day
● PBR growth rate for companies in the fiscal year ending March 31 semiconductor-related and enhanced returns ranked high
● Voices of bubble alarm due to short-term sharp rise in electric power stocks, Hokkaido Electric Railway, etc. where the AI boom spreads
● Global shipping stocks are cheap across the board and freight rates are falling due to the rise of the Gaza cease-fire plan
● Japanese government bonds have the lowest performance in Asia, showing that the outlook for Bank of Japan policy is difficult
● Attention to the handle: $TDK (6762.JP)$、 $Japan Petroleum Exploration (1662.JP)$、 $Murata Manufacturing (6981.JP)$、 $Toho (9602.JP)$、 $SoftBank Group (9984.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average is 38876.71 yen, 258.08 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) is 20.36 points...
●The Nikkei Average ended at 38876.71 yen, 258.08 yen lower than the previous business day
● PBR growth rate for companies in the fiscal year ending March 31 semiconductor-related and enhanced returns ranked high
● Voices of bubble alarm due to short-term sharp rise in electric power stocks, Hokkaido Electric Railway, etc. where the AI boom spreads
● Global shipping stocks are cheap across the board and freight rates are falling due to the rise of the Gaza cease-fire plan
● Japanese government bonds have the lowest performance in Asia, showing that the outlook for Bank of Japan policy is difficult
● Attention to the handle: $TDK (6762.JP)$、 $Japan Petroleum Exploration (1662.JP)$、 $Murata Manufacturing (6981.JP)$、 $Toho (9602.JP)$、 $SoftBank Group (9984.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average is 38876.71 yen, 258.08 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) is 20.36 points...
Translated
26
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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 Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day
● Bank of Japan's spring battle is decisive for policy revisions, and a sense of security even if the market is factored in = March meeting agreement
● At the end of fiscal year 23, when Easter holidays overlap, the Japanese financial market faced risks
● The Nikkei average forecast for top management is the highest in the “40,000 yen range” as of June
● Are individual investors actively buying Japanese stocks? Changes in the “response function” - NISA effects too
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Nissan Motor (7201.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 48.47 points to 2750.81 in the Tokyo Stock Exchange.
Top news
Bank of Japan's spring battle is decisive for policy revisions, and there is a sense of security that the market is factored in = March meeting agreement
At the monetary policy meeting held by the Bank of Japan on 18-19, wages...
●The Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day
● Bank of Japan's spring battle is decisive for policy revisions, and a sense of security even if the market is factored in = March meeting agreement
● At the end of fiscal year 23, when Easter holidays overlap, the Japanese financial market faced risks
● The Nikkei average forecast for top management is the highest in the “40,000 yen range” as of June
● Are individual investors actively buying Japanese stocks? Changes in the “response function” - NISA effects too
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Nissan Motor (7201.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 48.47 points to 2750.81 in the Tokyo Stock Exchange.
Top news
Bank of Japan's spring battle is decisive for policy revisions, and there is a sense of security that the market is factored in = March meeting agreement
At the monetary policy meeting held by the Bank of Japan on 18-19, wages...
Translated
33
らいだー
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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 Stock Average ended at 40815.66 yen, 812.06 yen higher than the previous business day
● The Nikkei Average hit a high, and due to expectations of lower US interest rates and depreciation of the yen - export-related and financial services are high
● Government bond purchases will be reduced in the future, holdings will also be compressed, and balances will be maintained for the time being - Bank of Japan Governor
● March Reuters Business Survey: Bank of Japan additional interest rate hike, 60% expected to be up to 0.25% by the end of the year
● Attention to the handle: $Lasertec (6920.JP)$、 $SoftBank (9434.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40815.66 yen, 812.06 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2796.21, 45.24 points higher than the previous business day.
Top news
The Nikkei Average hit a high, and export-related and finance are high due to expectations of lower US interest rates and depreciation of the yen
The Tokyo stock exchange rate continued to grow drastically on the 21st, and the Nikkei Stock Average hit an all-time high during trading hours. US Federal Open...
●The Nikkei Stock Average ended at 40815.66 yen, 812.06 yen higher than the previous business day
● The Nikkei Average hit a high, and due to expectations of lower US interest rates and depreciation of the yen - export-related and financial services are high
● Government bond purchases will be reduced in the future, holdings will also be compressed, and balances will be maintained for the time being - Bank of Japan Governor
● March Reuters Business Survey: Bank of Japan additional interest rate hike, 60% expected to be up to 0.25% by the end of the year
● Attention to the handle: $Lasertec (6920.JP)$、 $SoftBank (9434.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40815.66 yen, 812.06 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) ended at 2796.21, 45.24 points higher than the previous business day.
Top news
The Nikkei Average hit a high, and export-related and finance are high due to expectations of lower US interest rates and depreciation of the yen
The Tokyo stock exchange rate continued to grow drastically on the 21st, and the Nikkei Stock Average hit an all-time high during trading hours. US Federal Open...
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【How to Participate】
Japan timeFebruary 22nd, 8:00 PMEarnings Call: Nvidia's Fiscal Year 2024 Q3 Earnings Call is scheduled to be held on November 22nd at 7:00 AM Japan Time.Predict the opening price of Nvidia on February 22ndPlease post in the comments section below this article (e.g. I predict the opening price to be $700). Feel free to share your investment ideas! We welcome your thoughts and comments on the earnings!
【Rewards】
Made the closest financial estimatesThree usersto1000 yen worth of Amazon gift cardwill be given as a prize.
Latest Analyst Estimates
It is common for Nvidia to exceed analyst's previous financial estimates.
First, let's check Nvidia's latest analyst ratings!
Click here for the Earnings Preview:
>>> NVDA FY2024 Q4 earnings preview <<<
Click here to reserve a live broadcast of the earnings call:
>>>NVDA FY2024 Q4 earnings call (subtitle translation)<<<
Japan timeFebruary 22nd, 8:00 PMEarnings Call: Nvidia's Fiscal Year 2024 Q3 Earnings Call is scheduled to be held on November 22nd at 7:00 AM Japan Time.Predict the opening price of Nvidia on February 22ndPlease post in the comments section below this article (e.g. I predict the opening price to be $700). Feel free to share your investment ideas! We welcome your thoughts and comments on the earnings!
【Rewards】
Made the closest financial estimatesThree usersto1000 yen worth of Amazon gift cardwill be given as a prize.
Latest Analyst Estimates
It is common for Nvidia to exceed analyst's previous financial estimates.
First, let's check Nvidia's latest analyst ratings!
Click here for the Earnings Preview:
>>> NVDA FY2024 Q4 earnings preview <<<
Click here to reserve a live broadcast of the earnings call:
>>>NVDA FY2024 Q4 earnings call (subtitle translation)<<<
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