川子
liked
$Mitsubishi Heavy Industries (7011.JP)$ $Socionext (6526.JP)$ $Mizuho Financial Group (8411.JP)$
おそらく、防衛費増、利上げ、国産半導体等々、今日は新総裁選がテーマの日なんですね。
気が早いというか、これがマーケットですな
おそらく、防衛費増、利上げ、国産半導体等々、今日は新総裁選がテーマの日なんですね。
気が早いというか、これがマーケットですな
6
川子
liked
$NVIDIA (NVDA.US)$ $Adobe (ADBE.US)$ $Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
【日経QUICKニュース(NQN)】米著名投資家スタンリー・ドラッケンミラー氏の投資会社が、2024年4~6月期にエヌビディアの株式を買い増した一方、保有していたメタプラットフォームズは全て売却したことがわかった。マイクロソフトやアップルの保有株は大幅に減らした。14日夕に米証券取引委員会(SEC)に提出した四半期の保有有価証券報告書で明らかになった。 エヌビディア株は21万株強を保有し、3月末時点から22%買い増した。3月末時点で保有していなかったアドビは3万株強取得した。 一方、3月末時点で6万株強を保有していたメタプラットフォームズは全て手じまった。
米著名投資家ドラッケンミラー氏、エヌビディア買い増し メタは全て売却 4~6月期 記事公開日 2024/8/15 12:34 最終更新日 2024/8/15 12:34
【日経QUICKニュース(NQN)】米著名投資家スタンリー・ドラッケンミラー氏の投資会社が、2024年4~6月期にエヌビディアの株式を買い増した一方、保有していたメタプラットフォームズは全て売却したことがわかった。マイクロソフトやアップルの保有株は大幅に減らした。14日夕に米証券取引委員会(SEC)に提出した四半期の保有有価証券報告書で明らかになった。 エヌビディア株は21万株強を保有し、3月末時点から22%買い増した。3月末時点で保有していなかったアドビは3万株強取得した。 一方、3月末時点で6万株強を保有していたメタプラットフォームズは全て手じまった。
米著名投資家ドラッケンミラー氏、エヌビディア買い増し メタは全て売却 4~6月期 記事公開日 2024/8/15 12:34 最終更新日 2024/8/15 12:34
10
2
川子
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
N will rise if it rises above 116.46
Even if it rises, 120 may not be possible tonight![]()
If it falls below 113.90, it may settle into the 110-111 zone![]()
If the closing price is in the 110-111 zone, it is expected that there will be a retest of 120 tomorrow![]()
N will rise if it rises above 116.46
If it falls below 113.90, it may settle into the 110-111 zone
If the closing price is in the 110-111 zone, it is expected that there will be a retest of 120 tomorrow
Translated
14
4
川子
liked
13
川子
liked
$NVIDIA (NVDA.US)$
Were the CPI results unsatisfactory? Are you concerned about the speed at which interest rates are cut? Is that why the exchange rate won't drop?![]()
Since interest rates don't fall, stock prices won't rise either. is it rather the one that goes down?![]()
Were the CPI results unsatisfactory? Are you concerned about the speed at which interest rates are cut? Is that why the exchange rate won't drop?
Since interest rates don't fall, stock prices won't rise either. is it rather the one that goes down?
Translated
4
1
川子
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
But I bought the Japanese stock double inva.
There's no particular basis, but the atmosphere seems to drop.
🙄
But I bought the Japanese stock double inva.
There's no particular basis, but the atmosphere seems to drop.
🙄
Translated
2
川子
liked
Shipments of NVIDIA's “GB 200” equipped server, Hon Hai will be limited by the end of the year
August 14, 2024 18:41 JST
Shipments will expand greatly from January to March next year - Hon Hai spokesperson
Suggests the challenges NVIDIA faces in accelerating innovation
Taiwan's Hon Hai Precision Industries indicated on the 14th that it would only begin small shipments of servers equipped with next-generation chips from US NVIDIA in October-December (4th quarter). It suggests issues that NVIDIA, which designs artificial intelligence (AI) accelerators, faces in accelerating innovation.
James Wu, a spokesperson for Hon Hai, explained to analysts in a conference call on the 14th that shipments of “GB200" equipped servers are expected to expand greatly from January to March 2025 (first quarter).
Hon Hai has built a close cooperative relationship with NVIDIA and aims to gain a 40% share in the market that supplies AI servers necessary for model training to data center operators.
NVIDIA faced technical issues with the next-generation image processing semiconductor (GPU) “Blackwell” lineup development...
August 14, 2024 18:41 JST
Shipments will expand greatly from January to March next year - Hon Hai spokesperson
Suggests the challenges NVIDIA faces in accelerating innovation
Taiwan's Hon Hai Precision Industries indicated on the 14th that it would only begin small shipments of servers equipped with next-generation chips from US NVIDIA in October-December (4th quarter). It suggests issues that NVIDIA, which designs artificial intelligence (AI) accelerators, faces in accelerating innovation.
James Wu, a spokesperson for Hon Hai, explained to analysts in a conference call on the 14th that shipments of “GB200" equipped servers are expected to expand greatly from January to March 2025 (first quarter).
Hon Hai has built a close cooperative relationship with NVIDIA and aims to gain a 40% share in the market that supplies AI servers necessary for model training to data center operators.
NVIDIA faced technical issues with the next-generation image processing semiconductor (GPU) “Blackwell” lineup development...
Translated
8
川子
liked
$NVIDIA (NVDA.US)$
Hey, don't you understand that it's a loud voice?
Hey, don't you understand that it's a loud voice?
Translated
6
1
川子
liked
$NVIDIA (NVDA.US)$
It became clear that “Apple Intelligence (Apple Intelligence),” which is Apple's AI system, was trained with Google's “TPU (tensor processing unit)”. Google has purchased GPUs from NVIDIA, but it has become difficult to secure the required quantity.
It became clear that “Apple Intelligence (Apple Intelligence),” which is Apple's AI system, was trained with Google's “TPU (tensor processing unit)”. Google has purchased GPUs from NVIDIA, but it has become difficult to secure the required quantity.
Translated
![GPU shortage](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240814/9f6137847f31c823fa54453e262f9070.jpg/thumb?area=105&is_public=true)
7
川子
liked
$NVIDIA (NVDA.US)$
Once the market opens, large investors will start moving, so won't the trend change a little bit?![]()
Right now, it's still just individuals, right?![]()
Once the market opens, large investors will start moving, so won't the trend change a little bit?
Right now, it's still just individuals, right?
Translated
4