$SAKURA Internet(3778.JP$ 、 $Nippon Telegraph & Telephone(9432.JP$
These two stocks have been held for a long time.
・$Nippon Telegraph and Telephone (9432.JP) $It's been a bit slow lately, and I'm waiting and seeing if I'll buy it again~
・ $SAKURA Internet(3778.JP$You're getting on with the momentum. There will probably be no financial results commensurate with the stock price, but what is important is how much sales of high thermal power are there. As a result, expected sales values for GPU servers to be expanded in the future come out. Settlement is also pending.
These two stocks have been held for a long time.
・$Nippon Telegraph and Telephone (9432.JP) $It's been a bit slow lately, and I'm waiting and seeing if I'll buy it again~
・ $SAKURA Internet(3778.JP$You're getting on with the momentum. There will probably be no financial results commensurate with the stock price, but what is important is how much sales of high thermal power are there. As a result, expected sales values for GPU servers to be expanded in the future come out. Settlement is also pending.
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Large-scale capital investment plan for semiconductor factory![]()
It's not like we're looking at semiconductor factories![]()
Since regional core cities are attracting attention from the viewpoint of logistics,
Land transportation such as trucks due to the “2024 problem” of logistics
The possibility that labor shortage issues etc. will also be mitigated
I'm just considering![]()
As a position to support logistics infrastructure, etc., it's truck transportation
Shortage of manpower![]()
There is also a movement to resolve labor shortages by utilizing AI in logistics warehouses
As it continues to flourish, the growth of AI utilization in logistics warehouses
It is expected![]()
There is a high possibility that drone delivery will also spread widely![]()
We are considering AI companies involved in domestic logistics warehouses![]()
If you expand the range you can see the scenery, there may be an investment opportunity![]()
It's not like we're looking at semiconductor factories
Since regional core cities are attracting attention from the viewpoint of logistics,
Land transportation such as trucks due to the “2024 problem” of logistics
The possibility that labor shortage issues etc. will also be mitigated
I'm just considering
As a position to support logistics infrastructure, etc., it's truck transportation
Shortage of manpower
As it continues to flourish, the growth of AI utilization in logistics warehouses
It is expected
We are considering AI companies involved in domestic logistics warehouses
If you expand the range you can see the scenery, there may be an investment opportunity
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reacted to and commented on
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.
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The yen exchange rate fell to a low level for the first time in about 34 years against the dollar, which sparked speculation that Japan would step up efforts to slow down the depreciation of the yen. On Wednesday, the yen fell 0.3% against the dollar to 1 dollar = 151.97 yen, breaking the 2022/10 level of 151.95 yen. However, since Finance Minister Suzuki Shunichi stated that the Japanese government would take bold measures against yen if necessary, the loss of yen shrank.
Investors expect that even if the Bank of Japan ended the negative interest rate mechanism last week, the spread between Japan and other developed countries (especially the United States) will still be large. Investors prefer high-yield currencies from other countries, and this weighs on yen.
According to reports, option traders are watching closely as the exchange rate against the yen to the dollar rises to 152 yen. If this resistance line is broken through, investors holding inverse call options need to cover a large number of short positions against the yen dollar, so there is a possibility that the exchange rate against the yen dollar will expand the upward trend.
Japan's Deputy Minister of Finance Masato Kanda (in charge of international affairs) said on Monday that the current depreciation of the yen contradicts fundamentals. God...
Investors expect that even if the Bank of Japan ended the negative interest rate mechanism last week, the spread between Japan and other developed countries (especially the United States) will still be large. Investors prefer high-yield currencies from other countries, and this weighs on yen.
According to reports, option traders are watching closely as the exchange rate against the yen to the dollar rises to 152 yen. If this resistance line is broken through, investors holding inverse call options need to cover a large number of short positions against the yen dollar, so there is a possibility that the exchange rate against the yen dollar will expand the upward trend.
Japan's Deputy Minister of Finance Masato Kanda (in charge of international affairs) said on Monday that the current depreciation of the yen contradicts fundamentals. God...
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Summarize
・The yen fell to a 34-year low of 1 dollar = 151.97 yen
・Finmin Suzuki says authorities may take “decisive action” The expression was used prior to the previous intervention in October 2022
・Analysts warn of the domino effect of yen risk due to the depreciation of the yen
remarks
・OCBC (Singapore) currency strategist Christopher Wong said, “I think the market is carefully testing where the Tokyo border is.”
・“This is a new cycle high, so I think the risk of intervention is pretty high. And considering the warnings so far, if Tokyo doesn't take action, I think it will only encourage people to push up (dollar/yen).”) It will rise drastically in the next few days.”
A big impact
・Exchange rate movements and their effects on trends in the economy and prices
・Exchange rate movements are one of the factors that have a major impact on the economy and prices
・Imported goods become expensive due to the depreciation of the yen, inflation accelerates, and exports from the world's fourth largest economy become cheaper.
・I'm not just talking about yen. There is a domino effect that causes depreciation risks in other currencies
Related stocks
(Source:reuters.com)...
・The yen fell to a 34-year low of 1 dollar = 151.97 yen
・Finmin Suzuki says authorities may take “decisive action” The expression was used prior to the previous intervention in October 2022
・Analysts warn of the domino effect of yen risk due to the depreciation of the yen
remarks
・OCBC (Singapore) currency strategist Christopher Wong said, “I think the market is carefully testing where the Tokyo border is.”
・“This is a new cycle high, so I think the risk of intervention is pretty high. And considering the warnings so far, if Tokyo doesn't take action, I think it will only encourage people to push up (dollar/yen).”) It will rise drastically in the next few days.”
A big impact
・Exchange rate movements and their effects on trends in the economy and prices
・Exchange rate movements are one of the factors that have a major impact on the economy and prices
・Imported goods become expensive due to the depreciation of the yen, inflation accelerates, and exports from the world's fourth largest economy become cheaper.
・I'm not just talking about yen. There is a domino effect that causes depreciation risks in other currencies
Related stocks
(Source:reuters.com)...
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The rapid rise in electronic materials in Japan is amazing 🥶
I'm worried about whether I should buy more
As far as I can see the results, I feel like I still can't say anything.
I wonder if the expected value alone has skyrocketed to this point...
#日本電子材料
#日本株
#花粉
I'm worried about whether I should buy more
As far as I can see the results, I feel like I still can't say anything.
I wonder if the expected value alone has skyrocketed to this point...
#日本電子材料
#日本株
#花粉
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The predicted value is around 150.35. The median price is around 150.19.
The upward line was correct, but it was a price movement where the upper price was heavier than expected, lacked the strength of the rise, and if it went up, it was an adjustment. Well, isn't it the expected result of a passing score...
The upward line was correct, but it was a price movement where the upper price was heavier than expected, lacked the strength of the rise, and if it went up, it was an adjustment. Well, isn't it the expected result of a passing score...
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I wonder how far Soxs will go to cut ~
The momentum is amazing every day, and it looks like it's going up a lot tonight
The momentum is amazing every day, and it looks like it's going up a lot tonight
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liked and commented on
It would be great if you could buy Japanese stocks in units of 1 share with moomoo
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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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