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Expansion of investment in AI DatacentersAs a result, the popularity of Infrastructure-related stocks continues. The company involved in communication infrastructure such as Optical Fiber, "The three major wire companies'' $Fujikura (5803.JP)$、 $Sumitomo Electric Industries (5802.JP)$、 $Furukawa Electric (5801.JP)$The demand at the moment is strong, leading to a revision of the full-year consolidated results for the fiscal year ending March 2025.All were upward revisions.Fujikura has.This is the third consecutive upward revision for the current fiscal year.。
▼The status of the revisions for the consolidated results forecast for the three major electric wire companies for the fiscal year ending March 2025.
Are the concerns about slowed AI investment due to the DeepSeek shock unfounded?
By the end of January, the rise of low-cost AI by China DeepSeek will be prominent.concerns about a slowdown in AI infrastructure and hardware investmentspread,all three stocks fell significantly,but all recovered significantly and rose after the Earnings Reports, with Fujikura showingUpdated the all-time high since listing.Fujikura has a high ratio of revenue for Datacenter sales.It is likely to benefit the most from AI investments.It appears to be preferred due to certain reasons. The other two companies also seem to move in response to AI investment-related headlines, similar to Fujikura.However, their revenue structure is different from Fujikura's.。住友電工も古...
▼The status of the revisions for the consolidated results forecast for the three major electric wire companies for the fiscal year ending March 2025.
By the end of January, the rise of low-cost AI by China DeepSeek will be prominent.concerns about a slowdown in AI infrastructure and hardware investmentspread,all three stocks fell significantly,but all recovered significantly and rose after the Earnings Reports, with Fujikura showingUpdated the all-time high since listing.Fujikura has a high ratio of revenue for Datacenter sales.It is likely to benefit the most from AI investments.It appears to be preferred due to certain reasons. The other two companies also seem to move in response to AI investment-related headlines, similar to Fujikura.However, their revenue structure is different from Fujikura's.。住友電工も古...
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![Is DeepSeek a cause for concern? Fujikura is performing well in the AI Datacenter sector and chasing higher prices! The three major wire companies have all revised their forecasts upwards【Earnings Reports Summary】](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250214/aa2a457dc7b573d4b5a3f1c3c90edb03.png/thumb?area=105&is_public=true)
![Is DeepSeek a cause for concern? Fujikura is performing well in the AI Datacenter sector and chasing higher prices! The three major wire companies have all revised their forecasts upwards【Earnings Reports Summary】](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250214/be8d4a1ca9447dd75cfe159742ce7643.png/thumb?area=105&is_public=true)
![Is DeepSeek a cause for concern? Fujikura is performing well in the AI Datacenter sector and chasing higher prices! The three major wire companies have all revised their forecasts upwards【Earnings Reports Summary】](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250214/844e9b2377cfde01661abf5b0249dd52.png/thumb?area=105&is_public=true)
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$Tesla (TSLA.US)$ The Short Sell is being burned.
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$Rigetti Computing (RGTI.US)$
Good evening meow~n![]()
Touching and bouncing off the 200.0% Extension Target for 11.01, right?![]()
It would be great if it could maintain above 11.77 and hold towards 12.23, right?![]()
If the Swing Low of 11.00 is breached, there is an increased possibility of breaking down to 10.85(10.77)/10.34/10.14/9.54/9.18.![]()
It could depend on the announcement of the CPI tonight.![]()
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See you later.
Goodbye.![]()
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Good evening meow~n
Touching and bouncing off the 200.0% Extension Target for 11.01, right?
It would be great if it could maintain above 11.77 and hold towards 12.23, right?
If the Swing Low of 11.00 is breached, there is an increased possibility of breaking down to 10.85(10.77)/10.34/10.14/9.54/9.18.
It could depend on the announcement of the CPI tonight.
See you later.
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![2/12 Financial Estimates for tonight's Rigidity Analysis 🧐🤔](https://sgsnsimg.moomoo.com/sns_client_feed/182737531/20250212/1739362989914-random6901-182737531-android-org.jpeg/thumb?area=105&is_public=true)
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S&P Futures Tick Lower With Focus on U.S. Inflation Data and Powell’s Testimony2025/02/12 19:50
Investors are preparing for the release of major inflation indicators in the United States, as well as waiting for further testimony from Jerome Powell, chairman of the Federal Reserve Board (FRB), causing the March S&P 500 E-Mini futures (ESH25) to trend down by -0.12% this morning.
In yesterday's trading session, Wall Street's major stock indexes ended mixed. DuPont de Nemours Inc (DD) rose by over 6% as it announced better-than-expected fourth-quarter performance, becoming the biggest gainer in the S&P 500 index. Additionally, Coca-Cola (KO) rose by over 4% as the beverage maker reported strong performance in the fourth quarter, becoming the biggest gainer in the Dow Jones Average. Furthermore, Intel (INTC) saw gains as Vice President JD Vance stated that the Trump administration guarantees the manufacturing of advanced artificial intelligence chips domestically...
Investors are preparing for the release of major inflation indicators in the United States, as well as waiting for further testimony from Jerome Powell, chairman of the Federal Reserve Board (FRB), causing the March S&P 500 E-Mini futures (ESH25) to trend down by -0.12% this morning.
In yesterday's trading session, Wall Street's major stock indexes ended mixed. DuPont de Nemours Inc (DD) rose by over 6% as it announced better-than-expected fourth-quarter performance, becoming the biggest gainer in the S&P 500 index. Additionally, Coca-Cola (KO) rose by over 4% as the beverage maker reported strong performance in the fourth quarter, becoming the biggest gainer in the Dow Jones Average. Furthermore, Intel (INTC) saw gains as Vice President JD Vance stated that the Trump administration guarantees the manufacturing of advanced artificial intelligence chips domestically...
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$Fujikura (5803.JP)$ I hope Fujikura works hard to update its all-time high since going public and aims for 8,000 yen.
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$Fujikura (5803.JP)$
Should it be held because it will still rise?
Should it be time to take profits soon?
The timing to Sell is always unclear.
Should it be held because it will still rise?
Should it be time to take profits soon?
The timing to Sell is always unclear.
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