This week's Points
This week, the Japanese stock market is expected to have an unstable development. The selection of Shigeru Ishiba as the new leader in the Liberal Democratic Party presidential election has caused uncertainty.Market reaction to strengthened financial income tax and BOJ monetary policy is being watched carefully.Also, Ishiba's policies include regional revitalization and the establishment of a disaster prevention agency.Stocks related to disastersand othersStocks related to regional revitalizationThere is a possibility of increased investment in them.
On the other hand, after Mr. Ishiba's victory,The yen is strengthening.し、selling is predominant in the Japanese stock marketIt is expected to be. In addition,The week of the end of the month and the beginning of the monthであるため、There is a possibility that profit-taking selling will increaseand the risk of lower stock prices is likely to be a concern. Furthermore, important economic indicators in the United States (ISM Manufacturing PMI, Non-Manufacturing PMI, Employment Statistics) are looming, and these data could have a significant impact on the market.
The U.S. stock marketis expected to continue its strong performanceThis year, U.S. stocks have been performing well, and the S&P 500 indexYear-to-date up by 20%.and is approaching a record high. As the third quarter ends on Monday, the same indexSince 1997, it has been the best 1-9 months period...

AI semiconductor stocks crashedI'm being hit by.Report on the tightening of semiconductor regulations against China by the US governmentYaTrump's remarks about Taiwan are on saleconnected. On July 17, when the two news overlapped, NVIDIA shares fell 6.6%, and TSMC fell 8.0%. ASML, which revealed a rapid increase in order balances due to the AI boom in financial results announcements on the same day, also fell 12.7%. This is because the company was picked up in reports of tightening export restrictions to China.
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...