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Flow of funds into AI semiconductor-related stocksI can't stop. Rice leading the industry globally $NVIDIA (NVDA.US)$The total market value of is the 5th of this month for the first time as a semiconductor companyExceed 3 trillion dollars (approximately 490 trillion yen)I did it. The spread of AI semiconductorsdatacenterYaElectric powerSince it is accompanied by an increase in demand such asAt the foot of the hunthas spread greatly. The year-to-date rate of increase is already before the end of the first half of '24130%There are also domestic-related stocks that exceed (about 2.3 times). In addition to checking these strongest stocks, we also searched for stocks and contrarian stocks that seem to still be possible to enter.
The 4 strongest stocks that have risen 80% since the beginning of the year!
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet (3778.JP)$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
The 4 strongest stocks that have risen 80% since the beginning of the year!
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet (3778.JP)$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
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$Toyota Motor (7203.JP)$、 $Honda Motor (7267.JP)$、 $Nissan Motor (7201.JP)$The financial results for the first quarter (April-6) of the fiscal year ending 2025/3 of the Domestic Automobile Big 3 are now divided.Did Toyota and Honda have record high operating profitsI knocked it out.
The stock prices of Toyota and Honda, which became “clear,” have been sluggish due to the effects of the major crash in early August and concerns about the yen's upward trend, etc., and there is also a view that they are “undervalued.”
What drove the performance of the two companies was a hybrid car. Conversely, rice does not manufacture hybrid cars $Tesla (TSLA.US)$The sense of stalling is getting stronger. In response to this, it is China that has made a breakthrough over Toyota and Honda in hybrid cars $BYD COMPANY (01211.HK)$that's it. The plight of Japanese manufacturers in the Chinese market has also become clear, and there are many factors where the future is uncertain, including intensifying competition in the US.
The winners of the first quarter were Toyota and Honda
Although the sales volume of Toyota and Honda split in the same period last year,...
The stock prices of Toyota and Honda, which became “clear,” have been sluggish due to the effects of the major crash in early August and concerns about the yen's upward trend, etc., and there is also a view that they are “undervalued.”
What drove the performance of the two companies was a hybrid car. Conversely, rice does not manufacture hybrid cars $Tesla (TSLA.US)$The sense of stalling is getting stronger. In response to this, it is China that has made a breakthrough over Toyota and Honda in hybrid cars $BYD COMPANY (01211.HK)$that's it. The plight of Japanese manufacturers in the Chinese market has also become clear, and there are many factors where the future is uncertain, including intensifying competition in the US.
The winners of the first quarter were Toyota and Honda
Although the sales volume of Toyota and Honda split in the same period last year,...
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Hello Moomoo users! Thank you for the big draw. Today's stock market summary is as follows. Thank you for your support.
●The Nikkei Average ended at 36232.51 yen, 1207.51 yen higher than the previous business day
● Nikkei Average continues to rise drastically, performance indicators at a high level for the first time in 3 years Nomura Securities
● Outflow of funds from overseas stock funds First investment in the previous week after the start of the new NISA
● Rakuten Group stocks continued to grow drastically, and the original deficit narrowed, and the mobile phone business improved
● Petroleum-related stocks such as INPEX are high, WTI prices rise due to the tense situation in the Middle East ◇
● Attention to the handle: $Rakuten Group (4755.JP)$、 $Inpex (1605.JP)$、 $Isetan Mitsukoshi Holdings (3099.JP)$、 $ENEOS Holdings (5020.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average is 36232.51 yen, 1207.51 yen higher than the previous business day, and the Tokyo Stock Exchange Index (TOP...
●The Nikkei Average ended at 36232.51 yen, 1207.51 yen higher than the previous business day
● Nikkei Average continues to rise drastically, performance indicators at a high level for the first time in 3 years Nomura Securities
● Outflow of funds from overseas stock funds First investment in the previous week after the start of the new NISA
● Rakuten Group stocks continued to grow drastically, and the original deficit narrowed, and the mobile phone business improved
● Petroleum-related stocks such as INPEX are high, WTI prices rise due to the tense situation in the Middle East ◇
● Attention to the handle: $Rakuten Group (4755.JP)$、 $Inpex (1605.JP)$、 $Isetan Mitsukoshi Holdings (3099.JP)$、 $ENEOS Holdings (5020.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average is 36232.51 yen, 1207.51 yen higher than the previous business day, and the Tokyo Stock Exchange Index (TOP...
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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 232.43 dollars to 39230.09 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16622.31 with a 255.46 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 53.10 points to 5293.13.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Signs of recovery
● The global stock market has calmed down after the turmoil at the beginning of the week and continues to recover from Monday's crash.
● The Stoxx Europe 600 Index rose 1.4%, and futures for the S&P 500 and Nasdaq 100 rose after the underlying index rebounded more than 1% on Tuesday.
● Also, government bonds and other national bonds fell.
...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 232.43 dollars to 39230.09 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16622.31 with a 255.46 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 53.10 points to 5293.13.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Signs of recovery
● The global stock market has calmed down after the turmoil at the beginning of the week and continues to recover from Monday's crash.
● The Stoxx Europe 600 Index rose 1.4%, and futures for the S&P 500 and Nasdaq 100 rose after the underlying index rebounded more than 1% on Tuesday.
● Also, government bonds and other national bonds fell.
...
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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 32.95 dollars to 38736.22 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16261.36 with a 61.28 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 20.09 points to 5206.42.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
A gradual turnaround
● After 3 weeks of dramatic stock depreciation on Monday, which caused stock depreciation of 6 trillion 400 billion dollars worldwide, the market regained calm on Tuesday. However, the backlash was clearly weaker than during the crash, and it does not prove that the collapse is over.
● S&P 500 and Nasdaq futures are expected to recover only a fraction of yesterday's losses. Stock prices in the UK and Europe have taken the increase up to that point...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 32.95 dollars to 38736.22 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16261.36 with a 61.28 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 20.09 points to 5206.42.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
A gradual turnaround
● After 3 weeks of dramatic stock depreciation on Monday, which caused stock depreciation of 6 trillion 400 billion dollars worldwide, the market regained calm on Tuesday. However, the backlash was clearly weaker than during the crash, and it does not prove that the collapse is over.
● S&P 500 and Nasdaq futures are expected to recover only a fraction of yesterday's losses. Stock prices in the UK and Europe have taken the increase up to that point...
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US Vice President Harris of the Democratic Party has overtaken former President Trump, the Republican Party candidate in the competition for funds, and the difference in approval ratings has also narrowed.
Since announcing on the 21st that it would withdraw from the Biden presidential election campaign and support Mr. Harris as a successor candidate, the election campaign of US Vice President Harris posted on X that it “collected 200 million dollars (30.8 billion yen) of funds in 1 week, and 66% of it came from new donors.” Meanwhile, in early July, the Trump administration announced that the amount of funds raised for the second quarter was 0.3 billion31 million dollars.
Also, according to WSJ opinion polls, support ratios for Vice President Harris and former President Trump are substantially antagonistic, support for Mr. Harris is expanding among non-white voters, and enthusiasm for election campaigns by Democrats has also increased dramatically.
Harris and Trump have similar approval ratings = WSJ survey
City analyst Scott T. Cronart said, “If Harris is elected, there is a high possibility that he will take over the Biden administration's line in terms of policy,” and “on the other hand, there are also proposals that Mr. Harris has supported in recent years, such as an increase in government spending, corporate tax hikes, expansion of clean energy investment, and strengthening of AI regulations...
Since announcing on the 21st that it would withdraw from the Biden presidential election campaign and support Mr. Harris as a successor candidate, the election campaign of US Vice President Harris posted on X that it “collected 200 million dollars (30.8 billion yen) of funds in 1 week, and 66% of it came from new donors.” Meanwhile, in early July, the Trump administration announced that the amount of funds raised for the second quarter was 0.3 billion31 million dollars.
Also, according to WSJ opinion polls, support ratios for Vice President Harris and former President Trump are substantially antagonistic, support for Mr. Harris is expanding among non-white voters, and enthusiasm for election campaigns by Democrats has also increased dramatically.
Harris and Trump have similar approval ratings = WSJ survey
City analyst Scott T. Cronart said, “If Harris is elected, there is a high possibility that he will take over the Biden administration's line in terms of policy,” and “on the other hand, there are also proposals that Mr. Harris has supported in recent years, such as an increase in government spending, corporate tax hikes, expansion of clean energy investment, and strengthening of AI regulations...
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Columns US market outlook: Microsoft falls due to global system failure, the Dow average starts at $72
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, began at 40592.35 dollars with a depreciation of 72.67 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 35.63 points at 17835.59. The S&P 500 average, which consists of stocks of 500 large American stocks, fell 1.22 points to 5543.37.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Stock price decline
● Amid the spread of technical turmoil, there was a risk that the decline in large technology stocks would expand, global stocks fell, and US futures were mixed.
● $Microsoft (MSFT.US)$ It was announced that it had solved a cloud service failure that is said to have disrupted flights and banks, but stock prices fell...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 40592.35 dollars with a depreciation of 72.67 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 35.63 points at 17835.59. The S&P 500 average, which consists of stocks of 500 large American stocks, fell 1.22 points to 5543.37.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Stock price decline
● Amid the spread of technical turmoil, there was a risk that the decline in large technology stocks would expand, global stocks fell, and US futures were mixed.
● $Microsoft (MSFT.US)$ It was announced that it had solved a cloud service failure that is said to have disrupted flights and banks, but stock prices fell...
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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.
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.
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...
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