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$Meta Platforms(META.US$It greatly exceeded Wall Street's fourth quarter forecast and is attracting a great deal of attention. Ad revenue surged to 38.7 billion dollars, up 23.8% from the same period last year. GAAP-based EPS for the fourth quarter was $5.33, above expectations by $0.39. Sales for the same quarter were 40.101 billion dollars, up 24.7% from the same period last year, which exceeded expectations by 940 million dollars.
Major US semiconductor company $NVIDIA(NVDA.US$In the financial results for the fiscal year ending 2023/11/24 announced on the 21st, net profit was 12.285 billion dollars, 8.7 times the same period last year. It surpassed market expectations. Sales were 3.7 times higher at 22.1 billion dollars, and both were record highs. Demand for semiconductors for generative AI has rapidly increased, and business performance continues to expand rapidly. Sales of the data center division, which handles high-profile AI chips, greatly exceeded expectations at 18.4 billion dollars. Guidance has also been announced, and the sales forecast for the first quarter is 24 billion dollars ± 2%, which also greatly exceeds expectations. Decision...
Major US semiconductor company $NVIDIA(NVDA.US$In the financial results for the fiscal year ending 2023/11/24 announced on the 21st, net profit was 12.285 billion dollars, 8.7 times the same period last year. It surpassed market expectations. Sales were 3.7 times higher at 22.1 billion dollars, and both were record highs. Demand for semiconductors for generative AI has rapidly increased, and business performance continues to expand rapidly. Sales of the data center division, which handles high-profile AI chips, greatly exceeded expectations at 18.4 billion dollars. Guidance has also been announced, and the sales forecast for the first quarter is 24 billion dollars ± 2%, which also greatly exceeds expectations. Decision...
Translated
![Super-large stocks are driving the rise in US stocks with profitability! What super large stocks should I watch in '24?](https://sgsnsimg.moomoo.com/feed_image/181250687/3eb5568a84f83286b5a2eccd533645fd.png/thumb)
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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] 34,700 yen - 35,200 yen (closing price on the 11th 30,5049 yen 86 sen)
●Update - [Index Bulletin] The US December CPI rose 3.4% from the previous year, and the core index, which exceeds market expectations, also exceeds expectations
●Governor Mester says “March is probably too early as a time to cut interest rates”
● On the first day of the US Bitcoin ETF, active trading price of 670 billion yen
● Microsoft in the US surpasses Apple in terms of market capitalization
● Tesla announces wage increases to workers at declining US car plants
● Financial results announcements from major US banks, are investors paying attention to monetary policy forecasts - starting 12th
● The total stock market value of the Tokyo Stock Exchange returned to the top position in Asia and surpassed the Shanghai Stock Exchange
● Acquisition of US Steel by Nippon Steel, possibility that the review will take 1 year or more - stakeholders
— MooMoo News Kathy
Market Overview
In the US stock market on the 11th, the NY Dow Jones Industrial Average continued to rise to 37,711 dollars 02 cents, 15 dollars 29 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 0.535 points to 14,000...
● [Tokyo Stock Exchange Rate Forecast Range] 34,700 yen - 35,200 yen (closing price on the 11th 30,5049 yen 86 sen)
●Update - [Index Bulletin] The US December CPI rose 3.4% from the previous year, and the core index, which exceeds market expectations, also exceeds expectations
●Governor Mester says “March is probably too early as a time to cut interest rates”
● On the first day of the US Bitcoin ETF, active trading price of 670 billion yen
● Microsoft in the US surpasses Apple in terms of market capitalization
● Tesla announces wage increases to workers at declining US car plants
● Financial results announcements from major US banks, are investors paying attention to monetary policy forecasts - starting 12th
● The total stock market value of the Tokyo Stock Exchange returned to the top position in Asia and surpassed the Shanghai Stock Exchange
● Acquisition of US Steel by Nippon Steel, possibility that the review will take 1 year or more - stakeholders
— MooMoo News Kathy
Market Overview
In the US stock market on the 11th, the NY Dow Jones Industrial Average continued to rise to 37,711 dollars 02 cents, 15 dollars 29 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 0.535 points to 14,000...
Translated
![[Morning Report] President Mester, whose December CPI exceeds market expectations, “March is probably too early as a time to cut interest rates”](https://sgsnsimg.moomoo.com/feed_image/181250687/d623cd53df0930a6b5f720a46c8b7977.png/thumb)
![[Morning Report] President Mester, whose December CPI exceeds market expectations, “March is probably too early as a time to cut interest rates”](https://sgsnsimg.moomoo.com/feed_image/181250687/ef45057ab66739979792f32b751e0c31.png/thumb)
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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, $Toyota Motor(7203.JP$,...
Translated
![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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Good morning to all Moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 32063.79 yen, 404.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 24.55 points higher than the previous business day at 2298.09.
Top news
Weakness of yen “appropriate response when necessary” Kanda Treasurer
Treasurer Kanda Masato of the Ministry of Finance stated to reporters within the Ministry of Finance on the 16th that “it is all about judging fundamentals (basic requirements for the economy) in a complicated situation and taking appropriate measures when necessary in line with the agreements of the 7 major countries (G7) and 20 countries/regions (G20) while watching interest rates” regarding the response to the depreciation of the yen that is currently progressing.
80 department stores and convenience stores had the highest operating profit from June to August due to the effect of visitors to Japan
The performance of retail companies continues to expand. Operating profit, which indicates a profit from the main business, increased 30% from the same period last year in the 2023/6/8 fiscal year, and was a record high on a quarterly basis. Inbound (visitors to Japan) consumption is active with the depreciation of the yen as a tailwind, and consumption of high-value goods by wealthy domestic people and cost transfer due to price increases...
Market Overview
Today's Nikkei Stock Average started at 32063.79 yen, 404.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 24.55 points higher than the previous business day at 2298.09.
Top news
Weakness of yen “appropriate response when necessary” Kanda Treasurer
Treasurer Kanda Masato of the Ministry of Finance stated to reporters within the Ministry of Finance on the 16th that “it is all about judging fundamentals (basic requirements for the economy) in a complicated situation and taking appropriate measures when necessary in line with the agreements of the 7 major countries (G7) and 20 countries/regions (G20) while watching interest rates” regarding the response to the depreciation of the yen that is currently progressing.
80 department stores and convenience stores had the highest operating profit from June to August due to the effect of visitors to Japan
The performance of retail companies continues to expand. Operating profit, which indicates a profit from the main business, increased 30% from the same period last year in the 2023/6/8 fiscal year, and was a record high on a quarterly basis. Inbound (visitors to Japan) consumption is active with the depreciation of the yen as a tailwind, and consumption of high-value goods by wealthy domestic people and cost transfer due to price increases...
Translated
![A sharp backlash against the Nikkei Average starts, SoftBank G switches back and forth and entrusts the growth scenario to the AI revolution with the English arm at the core](https://sgsnsimg.moomoo.com/feed_image/181569713/53eb5bfde70d392387428d21ff2b8bd6.png/thumb)
![A sharp backlash against the Nikkei Average starts, SoftBank G switches back and forth and entrusts the growth scenario to the AI revolution with the English arm at the core](https://sgsnsimg.moomoo.com/feed_image/181569713/3e35b009ac3f3d3cbd3e7effaf325504.png/thumb)
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