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$Nippon Telegraph & Telephone(9432.JP$ The IOWN project is a national policy supported by the government through NEDO, an external organization of the Ministry of Economy, Trade and Industry, and those who didn't know know know now! Like, dividend yields have also risen to mid-3% ⤴️ If there are no stock trolls who say superfluous things as if they have already become president, Old Biden will pour water on semiconductors, and Mr. Toro K will throw unnecessary things at Bloomberg! Even though Nikkei felt good too! Let's all have a good grip over a long period of time and laugh
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Please do your best, everyone![]()
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Please do your best, everyone
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What's happening in financial markets? A lot of people aren't aware of the big changes. The other day, an executive of the Association of Corporate Executives commented that “recent stock prices are strange,” but there is a huge lack of awareness.
Certainly, the global economy is uncertain at the moment. Politics in France, England, etc. are in turmoil. America's presidential election has been mixed. It is a situation where the incumbent Mr. Biden seems to be forced to retreat, and the stock market has begun to incorporate Mr. Trump's victory.
It gained popularity in the Japanese market in 2016 $Mitsubishi Heavy Industries(7011.JP$It's strong, isn't it? Trump will implement tax cuts. We will also launch economic measures. I demand interest rate cuts. Well, inflation isn't going to subside, but... They will ask allies to increase defense spending. Wasn't that the case from 2016 to 2017?
Of course, as has been pointed out over and over again, there are major trends such as the New East-West Cold War structure, the new industrial revolution, and new capitalism in the background of global stock appreciation. The author mainly says that this trend will save Japan and revitalize the stock market...
Certainly, the global economy is uncertain at the moment. Politics in France, England, etc. are in turmoil. America's presidential election has been mixed. It is a situation where the incumbent Mr. Biden seems to be forced to retreat, and the stock market has begun to incorporate Mr. Trump's victory.
It gained popularity in the Japanese market in 2016 $Mitsubishi Heavy Industries(7011.JP$It's strong, isn't it? Trump will implement tax cuts. We will also launch economic measures. I demand interest rate cuts. Well, inflation isn't going to subside, but... They will ask allies to increase defense spending. Wasn't that the case from 2016 to 2017?
Of course, as has been pointed out over and over again, there are major trends such as the New East-West Cold War structure, the new industrial revolution, and new capitalism in the background of global stock appreciation. The author mainly says that this trend will save Japan and revitalize the stock market...
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![Don't overlook the big trend in global stock prices!](https://sgsnsimg.moomoo.com/sns_client_feed/181000005/20240716/1721095851132-ff58ea6fcb.webp/thumb?area=105&is_public=true)
![Don't overlook the big trend in global stock prices!](https://sgsnsimg.moomoo.com/sns_client_feed/181000005/20240716/1721095216815-aff3a8cc7a.png/thumb?area=105&is_public=true)
![Don't overlook the big trend in global stock prices!](https://sgsnsimg.moomoo.com/sns_client_feed/181000005/20240716/1721095247381-a7280801b9.png/thumb?area=105&is_public=true)
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A glass manufacturer with 170 years of history, $Corning(GLW.US$ButSudden rise as a hidden AI stock. Corning announced on 7/8Strong performance of new optical connectivity products for generative AICore sales (provisional value) for the April-6 fiscal year due toStock prices surged 12% after an upward correctionI did it.In the AI boom $NVIDIA(NVDA.US$Other than that, they are looking for something other thanmidst、Corning is likely to receive even more attention in the future as a unique AI brand。
(In response to an upward revision of Corning's earnings forecast, the “three electric cable companies” in the Japanese market on 7/9 $Fujikura(5803.JP$Ya $Furukawa Electric(5801.JP$、 $Sumitomo Electric Industries(5802.JP$was bought. Of 6/7”AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks(See also”.)
First of all, what kind of company is Corning?
Corning began by making glass cases for light bulbs by inventor Edison, and 170...
(In response to an upward revision of Corning's earnings forecast, the “three electric cable companies” in the Japanese market on 7/9 $Fujikura(5803.JP$Ya $Furukawa Electric(5801.JP$、 $Sumitomo Electric Industries(5802.JP$was bought. Of 6/7”AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks(See also”.)
Corning began by making glass cases for light bulbs by inventor Edison, and 170...
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![A US glass manufacturer has suddenly surfaced into hidden AI stocks! Stock prices soared 12% due to strong sales of optical fiber for AI servers! Towards an upward revision of earnings](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240709/1720513002747-339399bc71.png/thumb?area=105&is_public=true)
![A US glass manufacturer has suddenly surfaced into hidden AI stocks! Stock prices soared 12% due to strong sales of optical fiber for AI servers! Towards an upward revision of earnings](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240709/1720513125541-a479444d94.png/thumb?area=105&is_public=true)
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While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
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![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/2a913e3207760cffd376272953ab91d9.png/thumb?area=105&is_public=true)
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/e3fd996a5f470f0dd292abaa4b3adb1a.jpg/thumb?area=105&is_public=true)
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/61c94c5368a4cf4c871e6d4af48a1636.jpg/thumb?area=105&is_public=true)
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AI SemiconductorsrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC(6701.JP$Ya $Hitachi(6501.JP$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market value of 5 billion yen or more and less than 1 trillion yen).
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection(3905.JP$
...
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection(3905.JP$
...
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![Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240621/63c4d05cd3cd5b2ca2f90faba7853f37.jpg/thumb?area=105&is_public=true)
![Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240621/751cb3c30ea88a6a560fe38e979b4aee.jpg/thumb?area=105&is_public=true)
![Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240621/5b69fecd9ced342e332b12dbf104dc6b.jpg/thumb?area=105&is_public=true)
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$Kikuchi Seisakusho(3444.JP$
I'm improving my muscle suits up until now and making a new 2.3rd muscle suit. They are creating new muscle suits that sell by installing Nidec's small motors and lightweight chargers. There is no future for Kikuchi without making sellable products, thank you to all the developers.
I'm improving my muscle suits up until now and making a new 2.3rd muscle suit. They are creating new muscle suits that sell by installing Nidec's small motors and lightweight chargers. There is no future for Kikuchi without making sellable products, thank you to all the developers.
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