伊達直人
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「AIの帝王」 $NVIDIA (NVDA.US)$の急騰が止まらない。
米国東部時間5月23日、予想を上回る決算に刺激され、エヌビディア株は1000ドルを突破し、株価は10%近く急騰し、市場価値が2.57兆ドルに達した。決算発表後、アナリストらによるエヌビディアの目標株価の引き上げが相次いだ。
アナリストは「非常に強気」
水曜日の引け後、エヌビディアは最新の四半期報告書を発表した。売上高は前四半期比18%増、前年同期比262%増の260億ドル、純利益は前年同期比628%増の148億8000万ドル、第2四半期の売上高は市場予想の266億ドルに対し280億ドルと予想した。
同社はまた、2024年6月7日に1株につき10株の株式分割を実施し、分割後に1株当たり0.01ドルの四半期現金配当を実施することも発表した。すべての主要財務指標がアナリストの予想を上回った。
ウォー・リサーチのアナリスト、クリス・セニェック氏はレポートの中で、「売上高と利益の伸...
「AIの帝王」 $NVIDIA (NVDA.US)$の急騰が止まらない。
米国東部時間5月23日、予想を上回る決算に刺激され、エヌビディア株は1000ドルを突破し、株価は10%近く急騰し、市場価値が2.57兆ドルに達した。決算発表後、アナリストらによるエヌビディアの目標株価の引き上げが相次いだ。
アナリストは「非常に強気」
水曜日の引け後、エヌビディアは最新の四半期報告書を発表した。売上高は前四半期比18%増、前年同期比262%増の260億ドル、純利益は前年同期比628%増の148億8000万ドル、第2四半期の売上高は市場予想の266億ドルに対し280億ドルと予想した。
同社はまた、2024年6月7日に1株につき10株の株式分割を実施し、分割後に1株当たり0.01ドルの四半期現金配当を実施することも発表した。すべての主要財務指標がアナリストの予想を上回った。
ウォー・リサーチのアナリスト、クリス・セニェック氏はレポートの中で、「売上高と利益の伸...
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伊達直人
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Good news for those interested in investing!On April 29th, moomoo will host a special event in New York in collaboration with Nasdaq!Selected users will have the opportunity to participate in the 'Opening Bell' ceremony by ringing the bell, as well as the chance to interact with influencers with over 1 million followers and professional traders from Nasdaq.
At this exclusive moomoo user event, two lucky winners will have the chance to visit the Nasdaq headquarters.
🎟️ How to participate 🎟️
Please comment "Event Application" on this post.
※Please check the participation requirements at the bottom of the page.
📅 Event schedule for April 29th 📅
🛂 Participation requirements 🛂
- A valid US visa and entry permit are required.
-Admission and guidance to Nasdaq headquarters are free, but travel and accommodation expenses are the responsibility of the individual.
You must participate in all events on April 29th.
You need to post your thoughts on the event in the moomoo app.
‼️ Attention ...
At this exclusive moomoo user event, two lucky winners will have the chance to visit the Nasdaq headquarters.
🎟️ How to participate 🎟️
Please comment "Event Application" on this post.
※Please check the participation requirements at the bottom of the page.
📅 Event schedule for April 29th 📅
🛂 Participation requirements 🛂
- A valid US visa and entry permit are required.
-Admission and guidance to Nasdaq headquarters are free, but travel and accommodation expenses are the responsibility of the individual.
You must participate in all events on April 29th.
You need to post your thoughts on the event in the moomoo app.
‼️ Attention ...
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伊達直人
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Since the Bank of Japan decided to cancel the negative interest rate policy in mid-March,The strength of real estate stocks is conspicuous. The outlook that interest rate increases will be more gradual than expected has spread,Movement to revise bargaininghas gained the upper hand. Amid awareness of overcoming deflationReal estate inflation resistanceThe review has also progressed, and the TOPIX Real Estate Stock Index, which consists of real estate-related stocks, has outperformed TOPIX since March. 24 yearsPublic land prices have increased drasticallyIt also seems like it will be a strong support. $Mitsubishi Estate (8802.JP)$、 $Mitsui Fudosan (8801.JP)$、 $Kasumigaseki Capital (3498.JP)$Large stocks with high liquidity such as the beginning of the yearStock prices rose more than 30%It has already exceeded analysts' average target stock prices.
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 2-year flat on the TOPIX Real Estate Stock Index...
What are the best “late” stocks related to real estate?
[Screening conditions]
・Real estate-related stocks with a total market value of 50 billion yen or more
・Year-to-date gain/fall rate of 10% or less
・The ROE (return on equity) for the previous fiscal year, which indicates financial efficiency, is 10% or more (in the double digit range)
・PER (price-earnings ratio) is 2-year flat on the TOPIX Real Estate Stock Index...
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伊達直人
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伊達直人
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Future growth is expectedOne of the essential infrastructures to meet AI demand is a data center (DC)that's it. DC is a facility where servers, network devices, etc. are installed when using computers. Data processing volume and power consumption have increased dramaticallyDemand for large-scale DCs called “hyperscale data centers” (HSDC) is expected to increase in order to support AI servers(More on that later).
There is no clear definition in HSDC,A facility that can store more than 5,000 servers, has an average power capacity of 25 megawatts or more, and is at least 1000 square metersIt can also indicate.
The HSDC business itselfFactors such as real estate and industrial infrastructure are also strong, and as long as there is the ability to make huge initial investments, it is a relatively stable business in terms of profitI can say that.
[Pick up companies planning large-scale investments in HSDC]
◆ $Nippon Telegraph & Telephone (9432.JP)$
The NTT Group as a whole owns 98 locations and 148 DC buildings around the world (as of 23/9),The world's 3rd largest DC operator. The total power capacity is 1209 megawatts, and the data center under construction...
There is no clear definition in HSDC,A facility that can store more than 5,000 servers, has an average power capacity of 25 megawatts or more, and is at least 1000 square metersIt can also indicate.
The HSDC business itselfFactors such as real estate and industrial infrastructure are also strong, and as long as there is the ability to make huge initial investments, it is a relatively stable business in terms of profitI can say that.
[Pick up companies planning large-scale investments in HSDC]
◆ $Nippon Telegraph & Telephone (9432.JP)$
The NTT Group as a whole owns 98 locations and 148 DC buildings around the world (as of 23/9),The world's 3rd largest DC operator. The total power capacity is 1209 megawatts, and the data center under construction...
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