This week's points
Will Japanese stocks rise heavily this week? While concerns about prolonged US inflation hold back higher prices, the solidity of the US economy supports it.Points are for domestic and international settlementThen, in particular, financial results announcements will begin in earnest in the United States ahead of Japan. This weekFinancial results announcements for semiconductor-related companiesThere is also a possibility that materials will boost Japanese stocks will come out. Also, in addition to financial results announcements starting in the United States, there are announcements of several high-profile indicators, so it is likely that reactions to news from overseas will increase. Meanwhile, from around last weekend to the situation in the Middle EastA sense of caution surfacedIt has been going on, and due to the tense geopolitical situation, it was moving mainly by business confidence and speculation about monetary policy.
Having passed last week's inflation index, market interest is likely to shift towards US corporate settlement. S&P 500 companies' profits are expected to increase for 2 consecutive quarters, particularlyThe high profit margins of major IT and high-tech companies are an important driving forceIt looks like it's going to happen. Although expectations for interest rate cuts by the Fed have receded due to the “CPI shock,” it is expected that financial results will dispel the negative atmosphere in the market, and “what will drive the future market is FR...

summary
From the beginning of the yearSemiconductor stocks that were doing wellOn April 4Major adjustmentsI did it. The adjustments this time areThere has been no change in fundamentals surrounding the semiconductor industry,principallyIt is largely due to external factorsIt's conceivable.The recovery in semiconductor market conditions and the benefits of the generative AI boom are expected to continueBecause,When making adjustments, it's an opportunity to buy spectacularlyLet's be This timeList up candidate stocks to buyI did it.
Semiconductor stocks are strong
Of the major US stock indicesYear-to-date gain/fall rateIf you check (same as below until 4/4),The S&P 500 Index rose 8%Whereas I didThe Nasdaq 100 Index rose 6%I did it. At first glance, tech stocks seem to pale in comparison to the market as a whole. Meanwhile, the Philadelphia Semiconductor Stock Price Index, which consists of semiconductor stocks, which are one corner of tech stocks (SOX index) rose 14%I did it.What is the SOX index due to the AI boomIt rose by 65% in 2023,Stay strong in 2024It looks like it did.
What are the factors behind the decline on 4/4
On 4/4, the SOX index fell 3.0%. The S&P 500 Index and the Nasdaq 100 Index fell 1.2% and 1.6%, respectively.
4/4'sThe whereabouts...