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This week's Japanese stocksAn eventful developmentIt looks like it's going to be. While the dollar and yen are showing unstable movements,Japan-US central bank eventsIt was held, and since the financial market is trying to determine the extent of mitigation, it is easy for a sense of caution to increase in the market. Under these circumstances,Financial results announcements for major US tech companiesThere has been a huge push, and attention is being paid to whether there will be a rewind movement in high-tech stocks, which have been weak recently. Other than that, on 8/2US July employment statisticsis scheduled, and it seems like it will be a development you won't be able to take your eyes off.
The Bank of Japan will hold a monetary policy meeting on the 30th to 31st. Bank of JapanDeciding on a reduction plan for government bond purchasesalong withThe biggest focus is on whether to raise additional interest rates. According to the Economist Survey70% expect to maintain the status quo, and 30% expect interest rate hikesI'll do it. Just because the way we look at the market is divided,Concerns that stock price movements will become rough depending on exchange rates after policy announcementsThere is. As far as I can see Governor Ueda's cautious actions up until now, it seems that government bond purchase reductions will only be decided on an appropriate scale under normal circumstances. Even if interest rate hikes are forced, only after the market has already moved drasticallyThe feeling of exhaustion seems to spreadthat's...
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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, rose 205.79 dollars to 40140.86 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 150.23 points to 17331.95. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 34.45 points to 5433.67.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The US PCE core price index, which is attracting attention from the Federal Reserve, surpassed expectations with a 2.6% increase compared to the previous year in June
● Of the Federal Reserve's attention excluding energy and food announced by the U.S. Department of CommerceUS PCE Core Price Index、June was up 2.6% compared to the previous year, and market expectations rose 2.5%.
● While waiting for a signal on whether the Fed will cut interest rates, the market is watching closely. Nearly three-quarters of economists surveyed by Bloomberg said the Fed will meet next week...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 205.79 dollars to 40140.86 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 150.23 points to 17331.95. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 34.45 points to 5433.67.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
The US PCE core price index, which is attracting attention from the Federal Reserve, surpassed expectations with a 2.6% increase compared to the previous year in June
● Of the Federal Reserve's attention excluding energy and food announced by the U.S. Department of CommerceUS PCE Core Price Index、June was up 2.6% compared to the previous year, and market expectations rose 2.5%.
● While waiting for a signal on whether the Fed will cut interest rates, the market is watching closely. Nearly three-quarters of economists surveyed by Bloomberg said the Fed will meet next week...
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Maybe N will go to 130 tonight![]()
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Postscript 👉N is 124.32 🤔🧐
Maybe N will go to 130 tonight
Postscript 👉N is 124.32 🤔🧐
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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, rose 126.96 dollars to 40414.49 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 17923.65 with a 196.71 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 39.54 points to 5544.54.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
Earnings rush
● This week is also a financial rush week. Verizon announced financial results on Monday, and tomorrow Tesla and Alphabet will be the first financial results announcements for “The Magnificent Seven.”
● Morgan Stanley strategists say European companies got off to a good start in the second quarter earnings announcement season, and 29% surpassed profit expectations. But on Monday, Ireland's low-cost airline La...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 126.96 dollars to 40414.49 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 17923.65 with a 196.71 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 39.54 points to 5544.54.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
Earnings rush
● This week is also a financial rush week. Verizon announced financial results on Monday, and tomorrow Tesla and Alphabet will be the first financial results announcements for “The Magnificent Seven.”
● Morgan Stanley strategists say European companies got off to a good start in the second quarter earnings announcement season, and 29% surpassed profit expectations. But on Monday, Ireland's low-cost airline La...
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AI semiconductor stocks crashedI'm being hit by.Report on the tightening of semiconductor regulations against China by the US governmentYaTrump's remarks about Taiwan are on saleconnected. On July 17, when the two news overlapped, NVIDIA shares fell 6.6%, and TSMC fell 8.0%. ASML, which revealed a rapid increase in order balances due to the AI boom in financial results announcements on the same day, also fell 12.7%. This is because the company was picked up in reports of tightening export restrictions to China.
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
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“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
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● Major US EVs $Tesla(TSLA.US$Is7/24 5:00 Japan timeupon2024 Q2 financial results are scheduled to be announced。
●As for the market, Tesla's Q2 sales were compared to the same period last year$24.695 billion, down 0.93%, EPS compared to the same period last year37.46% decrease of $0.49Expected.
● Despite the fact that the number of car deliveries in the second quarter exceeded market expectations, Tesla is still facing EV demand issues.
● Pay attention to the growth of the energy business in the second quarter.
Tesla, the major US EV companyFinancial results for the fiscal year ending 2024/4-6 (2nd quarter) will be announced at 5:00 on 7/24 Japan time. The company's stock, which has fallen by up to 40% since the beginning of the year due to optimistic views on interest rate cuts, the approved huge remuneration plan for CEO Musk, the number of cars delivered in the 2nd quarter that exceeded expectations, EU tariff cuts, etc., turned to an upward trend, and achieved a 33% rise over the past month.
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EV demand issues and headwinds in the Chinese market
Tesla's global sales volume for the April-6 fiscal year was 0.44 million3956 units, down 4.8% from the same period last year, but it exceeded market expectations of 0.43 million9302 units. In response to this, the company's stock was 10 on the US stock market on the 2nd...
●As for the market, Tesla's Q2 sales were compared to the same period last year$24.695 billion, down 0.93%, EPS compared to the same period last year37.46% decrease of $0.49Expected.
● Despite the fact that the number of car deliveries in the second quarter exceeded market expectations, Tesla is still facing EV demand issues.
● Pay attention to the growth of the energy business in the second quarter.
Tesla, the major US EV companyFinancial results for the fiscal year ending 2024/4-6 (2nd quarter) will be announced at 5:00 on 7/24 Japan time. The company's stock, which has fallen by up to 40% since the beginning of the year due to optimistic views on interest rate cuts, the approved huge remuneration plan for CEO Musk, the number of cars delivered in the 2nd quarter that exceeded expectations, EU tariff cuts, etc., turned to an upward trend, and achieved a 33% rise over the past month.
Tesla's global sales volume for the April-6 fiscal year was 0.44 million3956 units, down 4.8% from the same period last year, but it exceeded market expectations of 0.43 million9302 units. In response to this, the company's stock was 10 on the US stock market on the 2nd...
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![[Earnings Preview] Tesla's Q2 financial results have arrived! Robo-taxis and the energy business are decisive factors, and will the momentum of rising stock prices continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240722/3e47bad7030d780ff9793cf35208bda7.png/thumb?area=105&is_public=true)
![[Earnings Preview] Tesla's Q2 financial results have arrived! Robo-taxis and the energy business are decisive factors, and will the momentum of rising stock prices continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240719/8dc025e10e0a286a23c8b9021e23d057.jpg/thumb?area=105&is_public=true)
![[Earnings Preview] Tesla's Q2 financial results have arrived! Robo-taxis and the energy business are decisive factors, and will the momentum of rising stock prices continue?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240719/08e97e0ab9f11444cca825378f441847.jpg/thumb?area=105&is_public=true)
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Solid developments in Japanese stocks are expected this week. The Nikkei Average is a reaction where the price dropped by over 1000 yen last week,Buying with the aim of repulsing autonomyIt looks like it's going in. Meanwhile, financial results for major companies at home and abroad were announced, and performance trends were used as cluesLooking for individual stocksIt seems like it's progressing. Received a recent dropPush buyIt also supports the market price. However, next week, in addition to the US Federal Open Market Committee (FOMC) and Bank of Japan monetary policy meetings, $Microsoft(MSFT.US$They are preparing to announce financial results for major US high-tech companies, etc., and it is unlikely that it will be drastically high. On the other hand, it was also pointed out that when the exchange rate swings further in the direction of yen appreciation, it is easy to sell mainly export stocks, and caution is necessary.
Domestically $Nidec(6594.JP$Attention is drawn to the financial results. According to Bloomberg Intelligence, operating profit began in the January-March fiscal year due to strong demand for AI server applicationsThe possibility of a rapid recoveryThere is. If orders are on a recovery trend, I think anxiety about the future will be dispelled even if there is no upward correction...
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$Taiwan Semiconductor(TSM.US$ Good financial results that wouldn't be strange if I raised it by 10% in advance![]()
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● $Taiwan Semiconductor(TSM.US$Is Japan timeAnnouncement of financial results for the 2nd quarter of 2024 on the afternoon of 7/18I plan to do it.
●According to Moomoo, the market expects TSMC's 24Q2 sales to be 653.345 billion Taiwan dollars and EPS to be 45.83 Taiwan dollars.
●24Q1 sales were 18.87 billion dollars and EPS was 1.38 dollars, both of which exceeded market expectations.
●Wall Street analysts expect TSMC's net profit for Q2 to grow 29% year over year.
●Attention should be paid to Q2 financial results: net profit, full-year sales forecasts, capital investment plans, AI demand forecasts, etc.
TSMC, the world's largest foundry company, is scheduled to announce 2024 Q2 financial results on the afternoon of 7/18. Riding on the wave of AI demand, the company's stock showed a very strong rise this year, and the year-to-date rate of increase exceeded 81%, recorded a record high, and the total market value also broke through 1 trillion dollars at one point. Ahead of financial results, analysts at several major banks are in charge...
●According to Moomoo, the market expects TSMC's 24Q2 sales to be 653.345 billion Taiwan dollars and EPS to be 45.83 Taiwan dollars.
●24Q1 sales were 18.87 billion dollars and EPS was 1.38 dollars, both of which exceeded market expectations.
●Wall Street analysts expect TSMC's net profit for Q2 to grow 29% year over year.
●Attention should be paid to Q2 financial results: net profit, full-year sales forecasts, capital investment plans, AI demand forecasts, etc.
TSMC, the world's largest foundry company, is scheduled to announce 2024 Q2 financial results on the afternoon of 7/18. Riding on the wave of AI demand, the company's stock showed a very strong rise this year, and the year-to-date rate of increase exceeded 81%, recorded a record high, and the total market value also broke through 1 trillion dollars at one point. Ahead of financial results, analysts at several major banks are in charge...
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![[Earnings Preview] TSMC has a succession of good news just before financial results! Q2 net profit grew by as much as 30%?! Is it possible for the stock price to break through the $200 mark?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240715/526e0bec1f3c6ffda1eebadcfb0f90e3.jpg/thumb?area=105&is_public=true)
![[Earnings Preview] TSMC has a succession of good news just before financial results! Q2 net profit grew by as much as 30%?! Is it possible for the stock price to break through the $200 mark?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240715/bd54fd529b73e04951ec7dbdf129779e.png/thumb?area=105&is_public=true)
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