$SAKURA Internet (3778.JP)$ 、 $Nippon Telegraph & Telephone (9432.JP)$
この２つは長期保有な銘柄です。
・$日本電信電話(9432.JP)$は最近ちょっと鈍い、また買いかどうかは様子見中～
・ $SAKURA Internet (3778.JP)$勢いに乗っているね。株価に見合った決算は出ないだろうけど重要なのは高火力の売上がどれくらいか。これによって今後増築するＧＰＵサーバの売上の期待値が出てくる。決算も控えている。
この２つは長期保有な銘柄です。
・$日本電信電話(9432.JP)$は最近ちょっと鈍い、また買いかどうかは様子見中～
・ $SAKURA Internet (3778.JP)$勢いに乗っているね。株価に見合った決算は出ないだろうけど重要なのは高火力の売上がどれくらいか。これによって今後増築するＧＰＵサーバの売上の期待値が出てくる。決算も控えている。
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Large-scale investment plans for semiconductor factories.![]()
I'm not focusing on semiconductor factories.![]()
Local core cities are being paid attention to from the perspective of logistics.
In the '2024 logistics problem', trucking and other land transport are being analyzed.
There is a possibility that issues such as labor shortage will be alleviated.
I'm just considering.![]()
As a position that supports logistics infrastructure, it is trucking.
Labor shortage![]()
There is a movement to use AI in logistics warehouses to alleviate labor shortage.
Since AI utilization in logistics warehouses is becoming more active, the growth of AI utilization in logistics warehouses is expected.
It is expected.![]()
There is a high possibility that drone delivery will also become widely popular.![]()
I am currently considering AI companies that are involved in domestic logistics warehouses.![]()
If you expand the visible range, there may be investment opportunities in the scenery.![]()
I'm not focusing on semiconductor factories.
Local core cities are being paid attention to from the perspective of logistics.
In the '2024 logistics problem', trucking and other land transport are being analyzed.
There is a possibility that issues such as labor shortage will be alleviated.
I'm just considering.
As a position that supports logistics infrastructure, it is trucking.
Labor shortage
Since AI utilization in logistics warehouses is becoming more active, the growth of AI utilization in logistics warehouses is expected.
It is expected.
I am currently considering AI companies that are involved in domestic logistics warehouses.
If you expand the visible range, there may be investment opportunities in the scenery.
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This morning, the index began to decline all at once, with about 30 minutes left until the end of trading. NVIDIA declined for the first time in 7 business days.
The day's transactions were greatly affected by positioning ahead of the quarter's end. According to the estimate shown earlier by Morgan Stanley, in response to recent stock appreciation, it is necessary to sell global stocks for about 22 billion dollars (about 3.33 trillion yen) and buy 17 billion dollars in bonds in order to return to conventional asset allocation levels for pensions. From Bloomberg.
⭐ Every year at the end of the March term, there is a slight trend towards profit due to rebalance. When 3/28 is over, it's a new fiscal year. I predict that it will enter a further upward mode in April 💪🔥📈
Also, can you clear a large number of puts centered around the Tateama 930 💲!?
Fight~ 🌈🌈🚀
The table※ is taken from the US forecast site.
※Please use it as a reference only. It is not a basis for investment decisions.
The day's transactions were greatly affected by positioning ahead of the quarter's end. According to the estimate shown earlier by Morgan Stanley, in response to recent stock appreciation, it is necessary to sell global stocks for about 22 billion dollars (about 3.33 trillion yen) and buy 17 billion dollars in bonds in order to return to conventional asset allocation levels for pensions. From Bloomberg.
⭐ Every year at the end of the March term, there is a slight trend towards profit due to rebalance. When 3/28 is over, it's a new fiscal year. I predict that it will enter a further upward mode in April 💪🔥📈
Also, can you clear a large number of puts centered around the Tateama 930 💲!?
Fight~ 🌈🌈🚀
The table※ is taken from the US forecast site.
※Please use it as a reference only. It is not a basis for investment decisions.
Translated
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The yen fell to its lowest level against the dollar in about 34 years, triggering speculation that Japan will intensify efforts to slow down the depreciation of the yen. On Wednesday, the yen fell 0.3% against the dollar to 151.97 yen, breaking below the October 2022 level of 151.95 yen. However, Finance Minister Toshimitsu Suzuki stated that the Japanese government will take bold measures against the yen if necessary, which helped reduce the yen's losses.
Investors are expecting that even if the Bank of Japan ends the negative interest rate mechanism last week, the spread between Japan and other advanced countries (especially the United States) will still be significant. Investors prefer higher-yielding currencies in other countries, which has become a burden for the yen.
According to reports, option traders are watching the yen-dollar exchange rate closely, anticipating it to rise to 152 yen. If this resistance level is broken, investors holding inverse call options will need to cover a large amount of short yen-dollar positions, potentially expanding the uptrend of the yen-dollar exchange rate.
Kazuto Kanda, Vice Minister of Finance for International Affairs in Japan, stated on Monday that the current depreciation of the yen is inconsistent with fundamentals.
Investors are expecting that even if the Bank of Japan ends the negative interest rate mechanism last week, the spread between Japan and other advanced countries (especially the United States) will still be significant. Investors prefer higher-yielding currencies in other countries, which has become a burden for the yen.
According to reports, option traders are watching the yen-dollar exchange rate closely, anticipating it to rise to 152 yen. If this resistance level is broken, investors holding inverse call options will need to cover a large amount of short yen-dollar positions, potentially expanding the uptrend of the yen-dollar exchange rate.
Kazuto Kanda, Vice Minister of Finance for International Affairs in Japan, stated on Monday that the current depreciation of the yen is inconsistent with fundamentals.
Translated
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Summary
The yen fell to a 34-year low of 151.97 yen per dollar.
Mr. Finmin Suzuki stated that the authorities may take resolute measures. This expression was used prior to the previous intervention in October 2022.
Analysts are warning of the domino effect of yen risk caused by the depreciation of the yen.
Statement
Christopher Wong, currency strategist at OCBC (Singapore), said, "The market is cautiously testing where the boundary line of Tokyo is."
・"This is a new cycle high, so I think the risk of intervention is quite high. And considering the previous warnings, if Tokyo doesn't take action, I think it will only encourage people to push up the dollar/yen. It will rise significantly in the next few days."
Significant impact
- The movement of exchange rates and its impact on the economy and prices.
- The movement of exchange rates is one of the major factors affecting the economy and prices.
- Due to the depreciation of the yen, imported goods become more expensive, inflation accelerates, and exports from the world's fourth largest economy become cheaper.
- It's not just about the yen. There is a domino effect that causes downside risks for other currencies.
Related Stocks
(出所：reuters.com) ...
The yen fell to a 34-year low of 151.97 yen per dollar.
Mr. Finmin Suzuki stated that the authorities may take resolute measures. This expression was used prior to the previous intervention in October 2022.
Analysts are warning of the domino effect of yen risk caused by the depreciation of the yen.
Statement
Christopher Wong, currency strategist at OCBC (Singapore), said, "The market is cautiously testing where the boundary line of Tokyo is."
・"This is a new cycle high, so I think the risk of intervention is quite high. And considering the previous warnings, if Tokyo doesn't take action, I think it will only encourage people to push up the dollar/yen. It will rise significantly in the next few days."
Significant impact
- The movement of exchange rates and its impact on the economy and prices.
- The movement of exchange rates is one of the major factors affecting the economy and prices.
- Due to the depreciation of the yen, imported goods become more expensive, inflation accelerates, and exports from the world's fourth largest economy become cheaper.
- It's not just about the yen. There is a domino effect that causes downside risks for other currencies.
Related Stocks
(出所：reuters.com) ...
Translated
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西みゆか
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The sudden rise of Japan Electronics Materials is incredible 🥶
I'm wondering whether I should buy more
As far as the performance is concerned, I still can't say anything
I wonder if it has risen so sharply just based on expectations...
#Japan electronic materials
#JapaneseStocks
#Pollen
I'm wondering whether I should buy more
As far as the performance is concerned, I still can't say anything
I wonder if it has risen so sharply just based on expectations...
#Japan electronic materials
#JapaneseStocks
#Pollen
Translated
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西みゆか
liked and commented on
Estimated value, around 150.35. Closing price, around 150.19.
While the bullish stance was correct, the upward movement was heavier than expected and lacked strength in the rise, resulting in a price movement that went up and then adjusted. Well, it's not a forecast result that meets expectations...
While the bullish stance was correct, the upward movement was heavier than expected and lacked strength in the rise, resulting in a price movement that went up and then adjusted. Well, it's not a forecast result that meets expectations...
Translated
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西みゆか
liked and commented on
How far should I go with soxs~
The momentum is amazing every day, it looks like it will rise a lot tonight too.
The momentum is amazing every day, it looks like it will rise a lot tonight too.
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西みゆか
liked and commented on
It would be great if I could buy Japanese stocks on a per-share basis on moomoo.
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西みゆか
liked and commented on
$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
No way 🙈
Feeling like semiconductors are forever up?
No way 🙈
Feeling like semiconductors are forever up?
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