物知りのエリス_2600
reacted to
Hello, moomoo users!Thank you for the big draw. Today's stock market summary is as follows. regards
●Tokyo Market Summary: The Nikkei Average ended at 36,158,02 yen, 146.56 yen higher than the previous business day
● Undervalued stocks, the next issue is diversification review
●Japan recognizes the importance of investing in “sovereign AI capabilities” - NVIDIA CEO
● Toyota shortens factory operation by 30 minutes a day and secures time for inspections, training, etc.
● Docomo's communication quality improvement “90% or more completed” package blockage resolved
● Attention to the handle: $Denso (6902.JP)$、 $H2O Retailing (8242.JP)$、 $Hulic (3003.JP)$、 $NEXON (3659.JP)$etc
-MooMoo News Japan Stock Mark
Market Overview
Today's Nikkei Stock Average is 36158.02 yen, 146.56 yen higher than the previous business day, and the Tokyo Stock Exchange Index (TOPIX) is 5.64 points higher than the previous business day at 2539.6...
●Tokyo Market Summary: The Nikkei Average ended at 36,158,02 yen, 146.56 yen higher than the previous business day
● Undervalued stocks, the next issue is diversification review
●Japan recognizes the importance of investing in “sovereign AI capabilities” - NVIDIA CEO
● Toyota shortens factory operation by 30 minutes a day and secures time for inspections, training, etc.
● Docomo's communication quality improvement “90% or more completed” package blockage resolved
● Attention to the handle: $Denso (6902.JP)$、 $H2O Retailing (8242.JP)$、 $Hulic (3003.JP)$、 $NEXON (3659.JP)$etc
-MooMoo News Japan Stock Mark
Market Overview
Today's Nikkei Stock Average is 36158.02 yen, 146.56 yen higher than the previous business day, and the Tokyo Stock Exchange Index (TOPIX) is 5.64 points higher than the previous business day at 2539.6...
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物知りのエリス_2600
reacted to
moomooユーザーの皆様~おはようございます!本日朝イチ報のキーポイントはこちら。
●2日の東京株式市場は休場となる
●2024年は選挙の年 市場注目の世界イベント総点検
●今年の日経平均、昇り竜で4万円も 相場格言「辰巳天井」に期待
●生成AIの24年、Apple・Googleが「垂直統合」で台頭狙う
●短期的に円高に振れる可能性も、石川県能登地震で-ストラテジスト
●米S&P500種、バリュエーションの高い壁に直面-過去10年の好調後
ーmoomooニュースSherry
市場概況
29日の米株式市場でダウ工業株30種平均は4営業日ぶりに小幅に反落し、前日比20ドル56セント(0.05%)安の3万7689ドル54セントで終えた。ハイテク株比率が高いナスダック総合株価指数は83.79ポイント安の15011.35で終了。S&P500種株価指数が最高値に迫る中、年内最後の取引となったこの日は大きな材料もなく、上昇一服となり、13.52ポイント安の4769.83で終えた...
●2日の東京株式市場は休場となる
●2024年は選挙の年 市場注目の世界イベント総点検
●今年の日経平均、昇り竜で4万円も 相場格言「辰巳天井」に期待
●生成AIの24年、Apple・Googleが「垂直統合」で台頭狙う
●短期的に円高に振れる可能性も、石川県能登地震で-ストラテジスト
●米S&P500種、バリュエーションの高い壁に直面-過去10年の好調後
ーmoomooニュースSherry
市場概況
29日の米株式市場でダウ工業株30種平均は4営業日ぶりに小幅に反落し、前日比20ドル56セント(0.05%)安の3万7689ドル54セントで終えた。ハイテク株比率が高いナスダック総合株価指数は83.79ポイント安の15011.35で終了。S&P500種株価指数が最高値に迫る中、年内最後の取引となったこの日は大きな材料もなく、上昇一服となり、13.52ポイント安の4769.83で終えた...
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物知りのエリス_2600
reacted to and commented on
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 32774.21 yen, 15.23 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 0.09 points higher at 2316.95.
Top news
Bank of Japan meets with Governor Ueda in the afternoon to determine the sustainability of price and wage increases
The Bank of Japan will determine the sustainability of wage increases and prices at the monetary policy meeting on the 19th. While observations that negative interest rate policies will be lifted at an early stage are smoldering in the market, the Bank of Japan analyzes the actual state and outlook of the economy and discusses whether it is necessary to revise monetary policy.
The hedging cost of yen volatility is at a high level since July - ahead of BOJ decision
Exchange traders saw that there is a high possibility that the Bank of Japan will make significant progress again toward policy normalization at the monetary policy meeting on the 19th, and are preparing for that risk. As movements to prepare for fluctuations in yen after the Bank of Japan meeting spread, the next day implied volatility (IV, expected fluctuation rate) of the dollar and yen was around 33% or 200 pip (1 pip = 1 sen), and the July meeting...
Market Overview
Today's Nikkei Stock Average started at 32774.21 yen, 15.23 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 0.09 points higher at 2316.95.
Top news
Bank of Japan meets with Governor Ueda in the afternoon to determine the sustainability of price and wage increases
The Bank of Japan will determine the sustainability of wage increases and prices at the monetary policy meeting on the 19th. While observations that negative interest rate policies will be lifted at an early stage are smoldering in the market, the Bank of Japan analyzes the actual state and outlook of the economy and discusses whether it is necessary to revise monetary policy.
The hedging cost of yen volatility is at a high level since July - ahead of BOJ decision
Exchange traders saw that there is a high possibility that the Bank of Japan will make significant progress again toward policy normalization at the monetary policy meeting on the 19th, and are preparing for that risk. As movements to prepare for fluctuations in yen after the Bank of Japan meeting spread, the next day implied volatility (IV, expected fluctuation rate) of the dollar and yen was around 33% or 200 pip (1 pip = 1 sen), and the July meeting...
Translated
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物知りのエリス_2600
reacted to
Good morning to all Moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
The Nikkei Stock Average started at 33453.15 yen, 65.12 yen higher than the previous business day, and 2372.59 with the Tokyo Stock Price Index (TOPIX) falling 0.01 points in the Tokyo stock market today.
Top news
Manufacturing profit reverses non-manufacturing industry for the first time in 15 years, yen depreciation and production recovery
The net profit of the manufacturing industry reversed the non-manufacturing industry for the first time in 15 years. The fiscal year ending 2023/4/9 was 11.642.5 billion yen, up 12% from the same period last year, surpassing the non-manufacturing industry (up 8% to 11.565.2 billion yen). The reversal in the same period has been since 2008.
Warning about the risk of rapid increase in government bond interest payments due to YCC flexibility - financial review submits proposal
On the 20th, the Financial System Council (advisory body for the finance minister) submitted proposals for 2024 budgeting to Finance Minister Suzuki Shunichi. Against the backdrop of rising interest rates associated with the flexibility of the Bank of Japan's yield curve control (long and short interest rate manipulation, YCC) policy, an alarm is sounding to prepare for the risk of rapid increase in interest payment costs on government bonds.
The yen is in the first half of the 148 yen range against the dollar, and has been in the high price range since early October, led by the depreciation of the dollar
On the morning of the 21st...
Market Overview
The Nikkei Stock Average started at 33453.15 yen, 65.12 yen higher than the previous business day, and 2372.59 with the Tokyo Stock Price Index (TOPIX) falling 0.01 points in the Tokyo stock market today.
Top news
Manufacturing profit reverses non-manufacturing industry for the first time in 15 years, yen depreciation and production recovery
The net profit of the manufacturing industry reversed the non-manufacturing industry for the first time in 15 years. The fiscal year ending 2023/4/9 was 11.642.5 billion yen, up 12% from the same period last year, surpassing the non-manufacturing industry (up 8% to 11.565.2 billion yen). The reversal in the same period has been since 2008.
Warning about the risk of rapid increase in government bond interest payments due to YCC flexibility - financial review submits proposal
On the 20th, the Financial System Council (advisory body for the finance minister) submitted proposals for 2024 budgeting to Finance Minister Suzuki Shunichi. Against the backdrop of rising interest rates associated with the flexibility of the Bank of Japan's yield curve control (long and short interest rate manipulation, YCC) policy, an alarm is sounding to prepare for the risk of rapid increase in interest payment costs on government bonds.
The yen is in the first half of the 148 yen range against the dollar, and has been in the high price range since early October, led by the depreciation of the dollar
On the morning of the 21st...
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物知りのエリス_2600
commented on
Good morning to all Moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 33559.62 yen, down 25.58 yen from the previous business day, and the TSE stock price index (TOPIX) fell 0.97 points to 2390.08.
Top news
The yen rose to the latter half of the 149 yen range against the dollar, and has been high since the end of October over the weekend due to balance adjustments
The exchange rate of yen in the Tokyo Foreign Exchange Market on the morning of the 20th was in the latter half of the 1 dollar = 149 yen range, moving in the high price range after rising to the level since the end of October the previous weekend.
Sustained fortunes of NVIDIA financial results led by Japan-US stocks and tech
High-tech stocks are driving stock prices in both Japan and the US. The rise in long-term US interest rates has come to an end, and the trend of rising stock prices centered on major US high-tech companies has spread to the Japanese market.
Tokio Marine - buying schedule period final profit revised upward the first half was 2.1 times
$Tokio Marine Holdings (8766.JP)$There is a sign that they will buy it. On the 17th, the company's consolidated net profit forecast for the full fiscal year 243 was 575 billion yen (up 53.5% from the previous fiscal year) from the previous 530 billion yen...
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 33559.62 yen, down 25.58 yen from the previous business day, and the TSE stock price index (TOPIX) fell 0.97 points to 2390.08.
Top news
The yen rose to the latter half of the 149 yen range against the dollar, and has been high since the end of October over the weekend due to balance adjustments
The exchange rate of yen in the Tokyo Foreign Exchange Market on the morning of the 20th was in the latter half of the 1 dollar = 149 yen range, moving in the high price range after rising to the level since the end of October the previous weekend.
Sustained fortunes of NVIDIA financial results led by Japan-US stocks and tech
High-tech stocks are driving stock prices in both Japan and the US. The rise in long-term US interest rates has come to an end, and the trend of rising stock prices centered on major US high-tech companies has spread to the Japanese market.
Tokio Marine - buying schedule period final profit revised upward the first half was 2.1 times
$Tokio Marine Holdings (8766.JP)$There is a sign that they will buy it. On the 17th, the company's consolidated net profit forecast for the full fiscal year 243 was 575 billion yen (up 53.5% from the previous fiscal year) from the previous 530 billion yen...
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物知りのエリス_2600
commented on
Of assets under managementAllocate 60% to stocks and 40% to bondsThe pros and cons are divided among major institutional strategists over the traditional American investment strategy “60/40 Portfolio,” which has penetrated even individual investors. The same strategy is for both stocks aimed at capital gains and bonds aimed at risk hedgingAssumptions that there is a negative correlationHowever, due to US financial tightening, etc.Correlation has been lost due to the unusually high level of volatility in the bond market,Recently to the same portfolioCritical opinions are gaining momentumI'm wearing it.
There is strong uncertainty in the bond market
On November 10, the previous weekend, the US rating agency Moody's Investors Service saw financial soundness risks and political polarization risks in the USCredit Rating ForecastsIt was lowered from the conventional “stable (stable)” to “negative (including weakness).” The rating was maintained at the highest “AAA,” but S&P Global Ratings and Fitch RatingsThe rating has already been lowered from “superlative”Therefore, it is an unreliable situation to use as an asset for risk hedging.
Worst performance
60...
There is strong uncertainty in the bond market
On November 10, the previous weekend, the US rating agency Moody's Investors Service saw financial soundness risks and political polarization risks in the USCredit Rating ForecastsIt was lowered from the conventional “stable (stable)” to “negative (including weakness).” The rating was maintained at the highest “AAA,” but S&P Global Ratings and Fitch RatingsThe rating has already been lowered from “superlative”Therefore, it is an unreliable situation to use as an asset for risk hedging.
Worst performance
60...
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物知りのエリス_2600
commented on
On the 17th, the American Joe Biden administration announced a policy to restrict exports to China for cutting-edge semiconductors manufactured by US semiconductor giant NVIDIA, etc. How it will impact NVIDIA and other important parts of the AI ecosystem.
Analysts' analysis of the impact and long-term effects brought about by the new policy is as follows.
The impact of the new policy
・The variety of semiconductor manufacturing equipment subject to export control has expanded
・Geographically, regional restrictions have been extended to a total of 22 countries
Detour risks are addressed by adjusting the parameters of advanced semiconductors to determine whether an export license application is necessary, and taking additional measures such as including exports to countries other than China as control targets. This means that semiconductor manufacturing equipment companies in more countries will be restricted, and the world's leading semiconductor manufacturing equipment companiesUnited States、Netherlands、Japanese companiesIt is occupied by
・Many major companies will be affected
$NVIDIA (NVDA.US)$Is the sales of semiconductors for data centers25%It is obtained from China. Therefore, under the current regulations $Advanced Micro Devices (AMD.US)$Ya...
Analysts' analysis of the impact and long-term effects brought about by the new policy is as follows.
The impact of the new policy
・The variety of semiconductor manufacturing equipment subject to export control has expanded
・Geographically, regional restrictions have been extended to a total of 22 countries
Detour risks are addressed by adjusting the parameters of advanced semiconductors to determine whether an export license application is necessary, and taking additional measures such as including exports to countries other than China as control targets. This means that semiconductor manufacturing equipment companies in more countries will be restricted, and the world's leading semiconductor manufacturing equipment companiesUnited States、Netherlands、Japanese companiesIt is occupied by
・Many major companies will be affected
$NVIDIA (NVDA.US)$Is the sales of semiconductors for data centers25%It is obtained from China. Therefore, under the current regulations $Advanced Micro Devices (AMD.US)$Ya...
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