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The Tokyo stock market is expected to be on an upward trend in 2025Many market participants are anticipating this. Expectations are high that economic growth and a rise in stocks due to the policies of the next US President, Trump, will also benefit the domestic market. According to a survey of strategists by Bloomberg, the 25-year Nikkei average stock price isexpected to rise up to 43,000 yen at the median, reaching an all-time highandas predicted to renew the all-time highin 1977:As US stocks become noticeably expensive, there is a high possibility that Japanese stocks will once again attract attention from overseas investors.While the Bank of Japan has taken the first step towards a policy shift to a world with interest rates, there is a reassuring feeling of buying as the pace of rate hikes is likely to be gradual. We have picked up popular stocks that are expected to face strong upward pressure based on themes of interest and charts.
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AI Semiconductors and Datacenters
The first half of 2024 Manufacturers of advanced semiconductor devices such as GPUs (graphic processing semiconductors) and HBM (High Bandwidth Memory) used for AI driving have been in the spotlight, with related stocks generally rising. Advanced semiconductor device manufacturers such as these are attracting attention, and related stocks have generally risen, but the latter half Concerns over the strengthening of US export restrictions on ChinaETCMainly declining among manufacturing equipment manufacturers highly dependent on ChinaContinued. There was no price collapse...
The first half of 2024 Manufacturers of advanced semiconductor devices such as GPUs (graphic processing semiconductors) and HBM (High Bandwidth Memory) used for AI driving have been in the spotlight, with related stocks generally rising. Advanced semiconductor device manufacturers such as these are attracting attention, and related stocks have generally risen, but the latter half Concerns over the strengthening of US export restrictions on ChinaETCMainly declining among manufacturing equipment manufacturers highly dependent on ChinaContinued. There was no price collapse...
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![XRP, Quantum, cryptocurrencies... Which stocks are the main players in the theme to watch? Benefits expected to continue through Trump trade [Japan stock outlook for 25 years]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250108/845bec4ea83681b6619bced5acd38200.jpeg/thumb?area=105&is_public=true)
![XRP, Quantum, cryptocurrencies... Which stocks are the main players in the theme to watch? Benefits expected to continue through Trump trade [Japan stock outlook for 25 years]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250108/a6fd6d3c6009bf9beb6736f256251f31.png/thumb?area=105&is_public=true)
![XRP, Quantum, cryptocurrencies... Which stocks are the main players in the theme to watch? Benefits expected to continue through Trump trade [Japan stock outlook for 25 years]](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20250108/web-1736332916175-2qbIC5Xy8L.png/thumb?area=105&is_public=true)
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This week in the Japanese stock market, the major opening day is January 6 (Monday), with a full 5 business days in the first week. There are several highly anticipated earnings reports from companies focusing on retail. $Fast Retailing (9983.JP)$や $Seven & i Holdings (3382.JP)$On the 9th, they will release their earnings reports, which could potentially impact the overall industry trends.
In the domestic market, the focus will be on the release of the November Economic Trends Index on January 10th. On the other hand, in the overseas market, attention is on the December ISM Non-Manufacturing Business Activity Index andADP Employment Report、the minutes from the December meeting of the Federal Open Market Committee (FOMC), held in December, are drawing attention, particularly the December 10thUS December Employment Statistics are expected to be a crucial indicator that will influence the market's direction. Speculation is growing about assessing the US economy and labor market trends from these indicators, and determining the direction of monetary policy by the Fed. If there is a rapid depreciation of the yen, there may be interest in movements related to intervention by Japan's currency authorities.US December Employment Statisticsis expected to be an important indicator that will influence the market's direction. The speculation is spreading to determine the trends in the US economy and labor market from these indicators, and to anticipate the direction of the Federal Reserve's monetary policy. If there is a rapid decline in the yen, there may be interest in movements related to intervention by Japan's currency authorities.
In the USA market, Wall Street experienced turmoil at the end and beginning of the year, facing the first full-scale...
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Set a live reminder
$NVIDIA (NVDA.US)$Jensen Huang, the CEO of NVIDIA, will give a keynote speech at the Technology Trade Show CES 2025 held in Las Vegas starting at 11:30 AM on Tuesday, January 7th, Japan time.
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
◆Notes
The content of this live stream is provided for the convenience of our customers through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. No warranties of any kind, explicit or implicit, are made regarding the accuracy, reliability, or quality of machine translation from English to Japanese. We are not responsible for any damages resulting from the translated content. Please be advised when viewing...
Mr. Fan Next-generation semiconductor development to share the progress, AI and accelerated computing technologiesWe plan to discuss the impact. This lecture will focus on the evolution of new technology and its impact on the stock market.
This event isWill be delivered in subtitle translation format.If you wish to watch,'Reservation'button to click.
◆Notes
The content of this live stream is provided for the convenience of our customers through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. No warranties of any kind, explicit or implicit, are made regarding the accuracy, reliability, or quality of machine translation from English to Japanese. We are not responsible for any damages resulting from the translated content. Please be advised when viewing...
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Keynote speech by Mr. Jenson Fan (with Japanese subtitles)
Jan 7 10:30
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$NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?![]()
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】![]()
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]![]()
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!![]()
On November 21st...
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
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This article uses auto-translation in part.
Thursday is an important milestone for the US stock market, $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ and it reached an all-time high. The stock market has continued to surge as part of the post-election rally, further boosted by the Federal Reserve's (FRB) expected 25bp rate cut decision.
Evercore ISI Research analysts point out that this stock rally is far from over. The S&P 500 index could surge to 6,600 by mid-2025, driven by the unexpected return of Donald Trump to the White House and the potential Republican majority in Congress shaping the political landscape. Julian Emanuel, Senior Managing Director at Evercore ISI Research, suggests that the current bullish market that began in October 2022 is still in its early stages, as indicated by historical data. Bull markets typically last for over 50 months, with the average growth rate over the past 10 years...
Thursday is an important milestone for the US stock market, $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ and it reached an all-time high. The stock market has continued to surge as part of the post-election rally, further boosted by the Federal Reserve's (FRB) expected 25bp rate cut decision.
Evercore ISI Research analysts point out that this stock rally is far from over. The S&P 500 index could surge to 6,600 by mid-2025, driven by the unexpected return of Donald Trump to the White House and the potential Republican majority in Congress shaping the political landscape. Julian Emanuel, Senior Managing Director at Evercore ISI Research, suggests that the current bullish market that began in October 2022 is still in its early stages, as indicated by historical data. Bull markets typically last for over 50 months, with the average growth rate over the past 10 years...
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In the House of Representatives election, the ruling coalition fell below the majority, remaining at 215 seats. In response to the shortfall of 18 seats needed to secure a majority, cooperation with the Constitutional Democratic Party and the Innovation Party is being explored. In this election, the Constitutional Democratic Party significantly increased its number of seats from 7 to 28, raising expectations for expansionary fiscal policies. As a result, there is a particular focus on the movements of the Constitutional Democratic Party. However, the formation of a coalition government has many uncertainties, and the possibility of a minority cabinet still remains.
The Kibou no To party aims to correct income disparities and revive the middle class, advocating for strengthening taxation on the financial income of the wealthy and supporting asset formation for ordinary households.
National Democratic Party's「The policy to achieve an economy where wages and pensions increase is aimed at resolving income disparities and creating an economic virtuous cycle. Through measures such as expanding the tax-exempt framework of NISA, the intention is to reduce the financial burden on households while building a sustainable fiscal foundation.
The background of this policy is,Responding to the issue known as the "0.1 billion yen barrier", where the income tax burden decreases sharply among high-income earners, plays an important role in correcting income disparities.and is expected to be a vital measure in correcting income disparities.
While discussions continue regarding the impact on the financial markets, the middle class...
The Kibou no To party aims to correct income disparities and revive the middle class, advocating for strengthening taxation on the financial income of the wealthy and supporting asset formation for ordinary households.
National Democratic Party's「The policy to achieve an economy where wages and pensions increase is aimed at resolving income disparities and creating an economic virtuous cycle. Through measures such as expanding the tax-exempt framework of NISA, the intention is to reduce the financial burden on households while building a sustainable fiscal foundation.
The background of this policy is,Responding to the issue known as the "0.1 billion yen barrier", where the income tax burden decreases sharply among high-income earners, plays an important role in correcting income disparities.and is expected to be a vital measure in correcting income disparities.
While discussions continue regarding the impact on the financial markets, the middle class...
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Hello, moomoo users! ![]()
This is the reading trend of the NY stock market tonight.![]()
Market Overview
The US market started, with the Dow Jones Industrial Average, which consists of high-quality stocks, rising by $103.15 to $42,477.51. The Nasdaq Composite Index, with a high proportion of technology stocks, started 97.09 points higher at 18,512.58. The S&P 500 Index, which consists of 500 large-cap stocks in the US, rose by 16.89 points to 5,826.75.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Bond yields spike, threatening the 6-week consecutive rise of the S&P 500.
● The rapid increase in bond yields (resulting in price drops) may put an end to the 6-week consecutive rise of the S&P 500 index. Rising interest rates affect valuations and hinder investors from moving funds from money market funds, reducing the attraction of stocks.
The Federal Reserve Board (FRB) announced ...
Market Overview
The US market started, with the Dow Jones Industrial Average, which consists of high-quality stocks, rising by $103.15 to $42,477.51. The Nasdaq Composite Index, with a high proportion of technology stocks, started 97.09 points higher at 18,512.58. The S&P 500 Index, which consists of 500 large-cap stocks in the US, rose by 16.89 points to 5,826.75.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Bond yields spike, threatening the 6-week consecutive rise of the S&P 500.
● The rapid increase in bond yields (resulting in price drops) may put an end to the 6-week consecutive rise of the S&P 500 index. Rising interest rates affect valuations and hinder investors from moving funds from money market funds, reducing the attraction of stocks.
The Federal Reserve Board (FRB) announced ...
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