June 5, $Taiwan Semiconductor(TSM.US)$ The closing price of rose 6.85%, and the stock price reached a record high. At the same time, $Qualcomm(QCOM.US)$ is 3.68%, $Advanced Micro Devices(AMD.US)$ is 3.86%, $Arm Holdings(ARM.US)$ increased by 8.59%. TSMC's cumulative profit this year has exceeded 57%.
Chairman Wei of TSMC suggested that they are considering raising the price of the company's artificial intelligence chip foundry service. At the same time, with TSMC $NXP Semiconductors(NXPI.US)$ They are planning to build a joint plant in Singapore.
Where do you think this wave of the semiconductor market will go?

This article uses automatic translation for some of its parts
●Rice $Meta Platforms(META.US)$(formerly Facebook)After closing on 4/24 EST（Early morning on the 25th Japan timeWe plan to announce financial results for the 24Q1 (fiscal year ending January-March) on).
● According to market consensus, Meta's first quarter sales were compared to the same period last year$36.156 billion, up 26.22%, EPS compared to the same period last year$4.31, up 95.99%It is expected.
Meta achieved advertising business sales of 38.76 billion dollars and a group-wide service DAU of 3.19 billion people in 23Q4. The company also announced an additional share buyback of 7 trillion yen and its first quarterly dividend plan. Our large investment in artificial intelligence (AI) paid off, showing steady profit growth and cash flow.
Are valuations still reasonable?
Meta's stock price has achieved a year-on-year rate of increase of approximately 125% over the past 12 months, and is significantly outperforming the stock market as a whole in 2024.
According to Moomoo data, the market forecast for Meta's first quarter financial results is that sales are 26 compared to the same period last year...

Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 37240.93 yen, 172.58 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2649.50, 23.18 points higher.
Top news
Will the Bank of Japan move in a market that braces for changes in government bond purchases due to weak yen pressure and tight supply and demand
While the depreciation of the yen, which has advanced to the level for the first time in about 34 years, has not been stopped, there is a sense of alarm in the bond market that some kind of message for reduction will be issued over the purchase policy of government bonds at the Bank of Japan's monetary policy meeting this week.
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Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 37797.06 yen, 358.45 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2683.32, 20.86 points higher.
Top news
The Bank of Japan is watching closely to see if there are hawkish messages from the view that monetary policy will be maintained - due to the deep-seated depreciation of the yen
The Bank of Japan is expected to decide on maintaining the current state of monetary policy at this week's monetary policy meeting. As the depreciation of the yen progresses to the level for the first time in 34 years, it has become one of the concerns of the market whether there are hawkish messages aimed at additional interest rate increases at the press conference of President Kazuo Ueda, etc.
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[Dollar to yen exchange rate] Yen is low for the first time in 34 years, and awareness of interest rate differences between 154 yen and 80 sen is back
Mitsubishi Corp. and Honda... share buybacks of listed companies, first 10 trillion yen support for Japanese stocks
The share buybacks of listed companies in fiscal 2023 exceeded 10 trillion yen for the first time, reaching a record high for the second year in a row. In addition to strong performance, the background is that there has been a shift to management that emphasizes capital efficiency. Japan as the main buyer...

Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,500 yen to 40,000 yen (2-day closing price 39,838 yen 91 sen)
● There is a sense of stagnation in popularity even in the US where Tesla succumbs to China's low price offensive
● Nippon Steel's letter is a “meaningless piece of paper,” and the National Steel Workers Union refuses to accept it
● Expectations for buybacks due to sharp drop in Apple stocks from January to March - attention to whether they will leave the worst period
● Even if the yen falls to 1 dollar = 160 yen, if the reduction in US interest rates is delayed - BofA
● Former Murakami Fund holds over 5% of JSR shares in TOB
ー MooMoo News Mark
Market Overview
In the US stock market on the 2nd, the NY Dow Jones Industrial Average continued to fall to 39,170 dollars 24 cents, down 396 dollars 61 cents from the previous business day. The Nasdaq Composite Stock Price Index fell 156.383 points to 16,240.449. The Tokyo stock market on the 3rd became dominant in sales, and there is a large possibility that the Nikkei Stock Average will remain soft in the latter half of the 39,000 yen range.
Top news
Tesla has a sense of stagnation in popularity even in the US, which succumbs to China's low price offensive
US electric car (...

This article uses automatic translation for some of its parts
Artificial intelligence (AI) has raised the stock prices of a series of related companies, but among them, the most popular $NVIDIA(NVDA.US)$It is. Meanwhile, NVIDIA's stock price has achieved growth of over 83% since the beginning of the year, and it is thought that there is a high possibility that its stock price will face a new wave of adjustments and risks.
If you don't want to take such risks, but don't want to miss the AI wave, the “AI semiconductor value chain” compiled by SPEAR may be useful.
Chip design, IP, components, manufacturers, etc. are included inside the server. Among them, $NVIDIA(NVDA.US)$ 、 $Advanced Micro Devices(AMD.US)$ 、 $Intel(INTC.US)$It is a widely known enterprise.
Also, inside HBM $Micron Technology(MU.US)$ , SK Hynix...

On March 19, the S&P 500 stock price index rose 0.6% and closed at 5178.51,18th all-time highIt was recorded.
Among them, the stocks that stood out and skyrocketed in stock prices were major US semiconductors $NVIDIA(NVDA.US)$It is. Taking advantage of the “generative AI boom,” NVIDIA's stock priceAbout 3.4 times last yearContinuing from that, this year80.53% increase year to dateI did it.
in the USThe largest producer of carbon-free energyIt is $Constellation Energy(CEG.US)$But47.79% higher。
Also, the US that operates Facebook $Meta Platforms(META.US)$The main internet advertising business remained steady, and in response to expectations of a recovery in performance due to personnel cuts, etc.40.35% higher year to dateIt became.
Boasting the world's top market share of gas turbines $GE Aerospace(GE.US)$Is35.91% increaseand oil...