鬼氣麒麟
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$Sony (SONY.US)$ 米国株はプレマーケットで4%以上上昇し90.1ドル、 $Sony Group (6758.JP)$ の日本株は本日5%上昇した。
$Nikkei 225 (.N225.JP)$ は2.4%以上上昇し、過去最高値を更新した。主にハイテク株が好調で、円安も輸出株を押し上げ、外国人投資家の日本資産購入意欲を刺激した。 日経アジアによると、ソニーグループや三菱電機を含む日本の大手半導体メーカーは、パワーデバイスやイメージセンサーの生産を増強するため、2029年までに約5兆円(310億ドル)を投資する予定だという。
$Nikkei 225 (.N225.JP)$ は2.4%以上上昇し、過去最高値を更新した。主にハイテク株が好調で、円安も輸出株を押し上げ、外国人投資家の日本資産購入意欲を刺激した。 日経アジアによると、ソニーグループや三菱電機を含む日本の大手半導体メーカーは、パワーデバイスやイメージセンサーの生産を増強するため、2029年までに約5兆円(310億ドル)を投資する予定だという。
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$Tokyo Electron (8035.JP)$ You did it! Even though there was a decrease in sales and profit, a big increase in profit was announced for the current fiscal year, so I was wondering if it would go up... Also, the company itself is impeccably stable, and the company that has knocked out 32% ROE with no interest-bearing debt is negative? It's a strange market!
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東エレクの決算が半導体セクターに及ぼす影響は大きい。
半導体セクターは、個々の銘柄で、日々の上り、下りはあるが、年初に比べたら、どの銘柄もだいぶ下げてきた。何かあると売りの的にされてきた。
しかし、多少の評価損を抱えていても、半導体のポテンシャルを見込んで、保有し続けている投資家達は、株価の回帰を待っている。私もその1人。
半導体セクターは、個々の銘柄で、日々の上り、下りはあるが、年初に比べたら、どの銘柄もだいぶ下げてきた。何かあると売りの的にされてきた。
しかし、多少の評価損を抱えていても、半導体のポテンシャルを見込んで、保有し続けている投資家達は、株価の回帰を待っている。私もその1人。
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An important indicator for predicting the sustainability of the AI boomThere is one. It is the capital investment amount of the four US Big Tech companies that are the protagonists of AI investment. Based on recent analysts' predictions,The total capital investment amount of the Big Tech companies in 2025 is expected to rise to 200 billion dollars (about 31 trillion yen)that's it. Where will the four companies' huge capital investment funds go?
(The 4 Big Tech companies are $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Meta Platforms (META.US)$ 、 $Amazon (AMZN.US)$ )
At this financial results presentationThe four Big Tech companies explained that the reason for the increase in capital investment is to increase investment in AII did it. The king of AI semiconductorsIt's easy to guess that NVIDIA will benefit. NVIDIA is at the top of the list of the top supplier companies of the four Big Tech companies, and that...
(The 4 Big Tech companies are $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Meta Platforms (META.US)$ 、 $Amazon (AMZN.US)$ )
At this financial results presentationThe four Big Tech companies explained that the reason for the increase in capital investment is to increase investment in AII did it. The king of AI semiconductorsIt's easy to guess that NVIDIA will benefit. NVIDIA is at the top of the list of the top supplier companies of the four Big Tech companies, and that...
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Hello Moomoo users!Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Average ended at 39581.81 yen, 191.32 yen lower than the previous business day
● Prime Minister's visit to the US, the “Japan-US bond” tested by the market to see if exchange intervention is coming back
● Individual investors expecting intervention go against each other by buying the largest yen ever - in contrast to overseas players
● Higher import prices due to depreciation of yen, policy changes if reflected in underlying prices - Bank of Japan Governor
● 7 & iHD begins studies to realize an IPO for the superstore business
● Stock price decline rate since the beginning of the year growth stocks are at the top
● Rapid rise in electricity stocks, huge investment by Microsoft in Japan - expectations for increased electricity consumption
● Attention to the handle: $SAKURA Internet (3778.JP)$、 $Tokyo Electric Power (9501.JP)$、 $IHI (7013.JP)$、 $Seven & i Holdings (3382.JP)$、 $SoftBank Group (9984.JP)$etc...
●The Nikkei Average ended at 39581.81 yen, 191.32 yen lower than the previous business day
● Prime Minister's visit to the US, the “Japan-US bond” tested by the market to see if exchange intervention is coming back
● Individual investors expecting intervention go against each other by buying the largest yen ever - in contrast to overseas players
● Higher import prices due to depreciation of yen, policy changes if reflected in underlying prices - Bank of Japan Governor
● 7 & iHD begins studies to realize an IPO for the superstore business
● Stock price decline rate since the beginning of the year growth stocks are at the top
● Rapid rise in electricity stocks, huge investment by Microsoft in Japan - expectations for increased electricity consumption
● Attention to the handle: $SAKURA Internet (3778.JP)$、 $Tokyo Electric Power (9501.JP)$、 $IHI (7013.JP)$、 $Seven & i Holdings (3382.JP)$、 $SoftBank Group (9984.JP)$etc...
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Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of this week! Answer the Weekly Topic question for a chance to win an award next week!
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Weekly Buzz
The week ended with a 4.8 magnitude earthquake that rattled the Jersey City moomoo office, and the financial district of New York shook right outside t...
Make Your Choice
Weekly Buzz
The week ended with a 4.8 magnitude earthquake that rattled the Jersey City moomoo office, and the financial district of New York shook right outside t...
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This week's points
Japanese stocks are expected to continue to fall this week. While early interest rate cut observations in the US recede and uncertainty about the future of monetary policy is being recognized, downward pressure is likely to be applied to Japanese stocks. The situation in the Middle East, which has become even more tense, seems to be perceived as bad news. Also, economic indicators that have a large impact on monetary policy at home and abroad will be announced. If the US price index rises or if real wages in Japan continue to decline, investor sentiment will deteriorate and the market price is likely to weigh on. Currently, speculations are mixed over the timing and number of interest rate hikes in the US,Economic indicatorsYaMessage from the central bankIt seems that long-term interest rates and exchange rates will be greatly stimulated.
In the US, the March US Consumer Price Index (CPI) and Producer Price Index (PPI) are scheduled to be announced this week, drawing the interest of market participants. If CPI rises from expectations following January and February, the US financial authorities' cautious stance against early interest rate cuts will intensify, US interest rates will rise and US stocks will depreciate, and there is a possibility that selling pressure on Japanese stocks will also intensify. However, it is also conceivable that a slight gap with consensus has already been factored into the market price. Meanwhile, due to rising US interest rates...
Japanese stocks are expected to continue to fall this week. While early interest rate cut observations in the US recede and uncertainty about the future of monetary policy is being recognized, downward pressure is likely to be applied to Japanese stocks. The situation in the Middle East, which has become even more tense, seems to be perceived as bad news. Also, economic indicators that have a large impact on monetary policy at home and abroad will be announced. If the US price index rises or if real wages in Japan continue to decline, investor sentiment will deteriorate and the market price is likely to weigh on. Currently, speculations are mixed over the timing and number of interest rate hikes in the US,Economic indicatorsYaMessage from the central bankIt seems that long-term interest rates and exchange rates will be greatly stimulated.
In the US, the March US Consumer Price Index (CPI) and Producer Price Index (PPI) are scheduled to be announced this week, drawing the interest of market participants. If CPI rises from expectations following January and February, the US financial authorities' cautious stance against early interest rate cuts will intensify, US interest rates will rise and US stocks will depreciate, and there is a possibility that selling pressure on Japanese stocks will also intensify. However, it is also conceivable that a slight gap with consensus has already been factored into the market price. Meanwhile, due to rising US interest rates...
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Hello Moomoo users! Thank you very much for your hard work.Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day
● Bank of Japan's spring battle is decisive for policy revisions, and a sense of security even if the market is factored in = March meeting agreement
● At the end of fiscal year 23, when Easter holidays overlap, the Japanese financial market faced risks
● The Nikkei average forecast for top management is the highest in the “40,000 yen range” as of June
● Are individual investors actively buying Japanese stocks? Changes in the “response function” - NISA effects too
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Nissan Motor (7201.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 48.47 points to 2750.81 in the Tokyo Stock Exchange.
Top news
Bank of Japan's spring battle is decisive for policy revisions, and there is a sense of security that the market is factored in = March meeting agreement
At the monetary policy meeting held by the Bank of Japan on 18-19, wages...
●The Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day
● Bank of Japan's spring battle is decisive for policy revisions, and a sense of security even if the market is factored in = March meeting agreement
● At the end of fiscal year 23, when Easter holidays overlap, the Japanese financial market faced risks
● The Nikkei average forecast for top management is the highest in the “40,000 yen range” as of June
● Are individual investors actively buying Japanese stocks? Changes in the “response function” - NISA effects too
● Attention to the handle: $Toyota Motor (7203.JP)$、 $Nissan Motor (7201.JP)$etc
-MooMoo News Japan Stock Zeber
Market Overview
Today's Nikkei Stock Average ended at 40168.07 yen, 594.66 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 48.47 points to 2750.81 in the Tokyo Stock Exchange.
Top news
Bank of Japan's spring battle is decisive for policy revisions, and there is a sense of security that the market is factored in = March meeting agreement
At the monetary policy meeting held by the Bank of Japan on 18-19, wages...
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