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[Market Eye] Interest rates: In the morning session, government bond futures rebounded, with long-term interest rates at 1.05%. Buying is dominant due to the decrease in US interest rates.
In the morning session, government bond futures rebounded, with long-term interest rates at 1.05%. Buying is dominant due to the decrease in US interest rates.
Government bond futures with the center limited to the December contract ended the morning trade higher at 142.99 yen, up 19 sen from the previous trading day. The yield on the newly issued 10-year government bond (long-term interest rate) decreased by 2.0 basis points to 1.050%. Against the backdrop of the previous day's fall in US interest rates, government bond futures are dominated by buying.
Government bond futures have been trading with a strong bias since the morning, following the trend of the previous day's US long-term interest rates falling to around 4.26%.
While reflecting the external environment, yen bonds have seen some buying back, but with a lingering expectation of higher interest rates in the background of the Bank of Japan's additional rate hike speculation, it is unlikely to be a situation where it is easy to buy on rallies for the time being, according to Masaru Suzuki, Senior Bond Strategist at Okasan Securities.
With the Thanksgiving holiday leading to the US market being closed, and with few market participants expected, overall trading is thin.
In the morning session, government bond futures rebounded, with long-term interest rates at 1.05%. Buying is dominant due to the decrease in US interest rates.
Government bond futures with the center limited to the December contract ended the morning trade higher at 142.99 yen, up 19 sen from the previous trading day. The yield on the newly issued 10-year government bond (long-term interest rate) decreased by 2.0 basis points to 1.050%. Against the backdrop of the previous day's fall in US interest rates, government bond futures are dominated by buying.
Government bond futures have been trading with a strong bias since the morning, following the trend of the previous day's US long-term interest rates falling to around 4.26%.
While reflecting the external environment, yen bonds have seen some buying back, but with a lingering expectation of higher interest rates in the background of the Bank of Japan's additional rate hike speculation, it is unlikely to be a situation where it is easy to buy on rallies for the time being, according to Masaru Suzuki, Senior Bond Strategist at Okasan Securities.
With the Thanksgiving holiday leading to the US market being closed, and with few market participants expected, overall trading is thin.
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$Micron Technology (MU.US)$
MU may have more unrealized losses, but it is expected to grow between 2025 and 2026, so it is advisable to hold. It is currently declining and is considered a buying opportunity in the long term.
As a result, adjustments were made in the week before the earnings announcement of the one before last, leading to a drop after the earnings. The last earnings saw an increase in the week before and a sharp rise after the earnings announcement. Institutions move according to the price movements after earnings announcements.
It is desirable to adjust positions based on the price movements before the December earnings announcement.
MU may have more unrealized losses, but it is expected to grow between 2025 and 2026, so it is advisable to hold. It is currently declining and is considered a buying opportunity in the long term.
As a result, adjustments were made in the week before the earnings announcement of the one before last, leading to a drop after the earnings. The last earnings saw an increase in the week before and a sharp rise after the earnings announcement. Institutions move according to the price movements after earnings announcements.
It is desirable to adjust positions based on the price movements before the December earnings announcement.
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$USD/JPY (USDJPY.FX)$ Considering selling around 151.85 or waiting for a rise around 151.20.
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Yesterday, there was quite a difference in price movement depending on the stocks. Personally, $SoFi Technologies (SOFI.US)$ and $IonQ Inc (IONQ.US)$ showed growth, but right after the market open, it took off like a rocket. $Rocket Lab (RKLB.US)$ had a soft landing 😩
$DocuSign (DOCU.US)$ Drawing a large black candle was painful for It's dropping a bit too much.
$Brinker International (EAT.US)$ It may be plain, but it's strong because it doesn't drop.
$CrowdStrike (CRWD.US)$ I was expecting a significant recovery in the pre-market, but it ended up dropping again during the regular trading hours. However, it is currently holding at the 38.2% Fibonacci retracement level. I think it will be fine as long as it doesn't break below the $345 line. It briefly broke yesterday but recovered. $340...
$DocuSign (DOCU.US)$ Drawing a large black candle was painful for It's dropping a bit too much.
$Brinker International (EAT.US)$ It may be plain, but it's strong because it doesn't drop.
$CrowdStrike (CRWD.US)$ I was expecting a significant recovery in the pre-market, but it ended up dropping again during the regular trading hours. However, it is currently holding at the 38.2% Fibonacci retracement level. I think it will be fine as long as it doesn't break below the $345 line. It briefly broke yesterday but recovered. $340...
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$NVIDIA (NVDA.US)$
City analysts have put Nvidia under 'positive catalyst monitoring' for the next 90 days.
With CEO Jensen Huang preparing for the opening keynote speech at CES 2025, there is a 27% chance that Nvidia's stock price could rise.
Nvidia's gpu is at the core of AI workloads, increasingly becoming humanoid robots.
Citi's analysts recently placed Nvidia under a "positive catalyst watch" for the next 90 days in their notes.
The company stated that with founder and CEO Jensen Huang preparing for a keynote speech at CES 2025, the stock price of the chip giant could soar by 27% to a target price of $175 in early 2025.
The Consumer Electronics Show will be held from January 7th to January 10th, and Huang will open the event at 6:30 p.m. on January 6th...
City analysts have put Nvidia under 'positive catalyst monitoring' for the next 90 days.
With CEO Jensen Huang preparing for the opening keynote speech at CES 2025, there is a 27% chance that Nvidia's stock price could rise.
Nvidia's gpu is at the core of AI workloads, increasingly becoming humanoid robots.
Citi's analysts recently placed Nvidia under a "positive catalyst watch" for the next 90 days in their notes.
The company stated that with founder and CEO Jensen Huang preparing for a keynote speech at CES 2025, the stock price of the chip giant could soar by 27% to a target price of $175 in early 2025.
The Consumer Electronics Show will be held from January 7th to January 10th, and Huang will open the event at 6:30 p.m. on January 6th...
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$Bitcoin (BTC.CC)$
If it clearly exceeds 96,000, bitcoin-related stocks will rise. It's a showdown there now 😁
If it clearly exceeds 96,000, bitcoin-related stocks will rise. It's a showdown there now 😁
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$NVIDIA (NVDA.US)$
Nvidia Corporation's earnings show solid growth, despite a recent stock price decline, third-quarter earnings increased by 94% year-on-year, led by remarkable performance in data center sales.
The rise in future valuation indicators suggests the need to target pullbacks. Nvidia's future P/E ratio is 46.33 times, higher than most peers in the MAG-7.
The recent drop towards the mid $130 price range may be a buying opportunity. Support near the 50-day EMA suggests upside potential outweighs downside risk.
Based on the current market situation, I have raised my outlook to 'strong buy' and aim to update the all-time high by the end of 2024.
Nvidia Corporation's earnings show solid growth, despite a recent stock price decline, third-quarter earnings increased by 94% year-on-year, led by remarkable performance in data center sales.
The rise in future valuation indicators suggests the need to target pullbacks. Nvidia's future P/E ratio is 46.33 times, higher than most peers in the MAG-7.
The recent drop towards the mid $130 price range may be a buying opportunity. Support near the 50-day EMA suggests upside potential outweighs downside risk.
Based on the current market situation, I have raised my outlook to 'strong buy' and aim to update the all-time high by the end of 2024.
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