Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.
Today's strong and weak ingredients
7/25 [Strong and Weak Materials]
3 points to pay attention to in the front field
●The appreciation of the yen is progressing and swinging to the 153 yen range of 1 dollar
● $OBIC(4684.JP)$The first quarter results for the fiscal year ending 2025/3 were sales of 28.781 billion yen, up 6.2% from the same period last year, and operating profit of 18.648 billion yen, up 7% from the same period last year. A stock split was also announced to make 1 share into 5 shares.
● $Toyo Engineering(6330.JP)$Considering manufacturing e-methanol in India
Stocks that have moved, notable stocks
$Disco(6146.JP)$There is a selling trend. The depreciation of US tech stocks is frowned upon. In response to this trend, semiconductor-related sales are also appearing in the Tokyo market. $Tokyo Electron(8035.JP)$ 、 $Advantest(6857.JP)$ 、 $Screen Holdings(7735.JP)$ 、 $Lasertec(6920.JP)$Also, stars showing signs of selling...

$Ethereum(ETH.CC)$ The adjustments started the moment I bought it the other day, and I was smiling wryly, saying that I have no sense after allWhen I noticed it, it was a plus. I don't know what will happen with ETF approval, but I'm guessing that extreme volatility will disappear as funds flow in. Currently, it's impossible to spend a lot of money on cryptocurrencies; it's a small investment, so maybe I'll take a look at the situation for a while while as part of my studies.

Due to artificial intelligence (AI) fervor, $PHLX Semiconductor Index(.SOX.US)$has risen 38% this year, significantly exceeding the S&P 500. According to Bank of America, it is traded at a level 4 to 5 times higher than the S&P 500 index. Still, are there still investment opportunities in semiconductor stocks?
Has the semiconductor bull market just begun? Possibility of continuing until mid-2026
According to Bank of America,The bull market for semiconductors is not over yet, due to the momentum of artificial intelligencePossibility of continuing until mid-2026It is said that there is. BofA pointed out that semiconductor stocks may fall in the short term due to factors such as the US presidential election and monetary policy, but they will remain bullish in the long run. because,The semiconductor industry tends to show a 10-quarter rise after a downcycle、That pattern is just beginning。
“The current upward cycle began in the latter half of 2023 and has just entered the third quarter, which suggests the possibility that the bull market will continue until mid-2026. However, the semiconductor stock cycle changed...

$NVIDIA(NVDA.US)$
Summer rally starting next month!
The finale is NVDA's Divine Settlement for August!
Then, with no FOMC rate cut on 9/18, we entered an adjustment phase from disappointing sales...

$NVIDIA(NVDA.US)$
I don't think people who sell in surprise here are suitable for investment

$NVIDIA(NVDA.US)$ It's too much now but I bought it