ヤングちゃん
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
$NVIDIA (NVDA.US)$
$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
BubbleBubble refers to an economic condition where the evaluation (the bubble part) exceeds the actual value. Specifically, it refers to a situation where the prices of various assets such as stocks, land, buildings, paintings, and jewelry continue to rise abnormally for speculative purposes, resulting in the apparent inflation of their asset values and the generation of significant unrealized gains.![]()
While there may have been a temporary surge in excessive expectations for AI semiconductors this year, the stock price has now been quite consolidated and is recovering its soundness.![]()
AI semiconductors, with solid performance, have spread across all sectors, enabling significant improvements in productivity and efficiency in various fields such as cost reduction, efficiency improvement, and advancements in healthcare, etc.A global industrial revolution is unfolding.I believe it could become like that. Do you see a future where AI semiconductors bubble and burst?![]()
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$NVIDIA (NVDA.US)$
$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
BubbleBubble refers to an economic condition where the evaluation (the bubble part) exceeds the actual value. Specifically, it refers to a situation where the prices of various assets such as stocks, land, buildings, paintings, and jewelry continue to rise abnormally for speculative purposes, resulting in the apparent inflation of their asset values and the generation of significant unrealized gains.
While there may have been a temporary surge in excessive expectations for AI semiconductors this year, the stock price has now been quite consolidated and is recovering its soundness.
AI semiconductors, with solid performance, have spread across all sectors, enabling significant improvements in productivity and efficiency in various fields such as cost reduction, efficiency improvement, and advancements in healthcare, etc.A global industrial revolution is unfolding.I believe it could become like that. Do you see a future where AI semiconductors bubble and burst?
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Columns トップニュース
Hello, moomoo users! ![]()
Here is the NY Stock Market outlook for tonight.![]()
Market Overview
Spot gold prices briefly exceeded $2,300 per ounce during trading on the 4th, reaching a new all-time high. The possibility of a US Federal Reserve interest rate cut by the end of the year and continued demand from central banks are behind this. Gold rose to $2,304.96 at one point, but has since traded at levels similar to the previous day. Federal Reserve Chairman Powell stated the day before that there is a high likelihood that it would be appropriate to begin cutting interest rates at some point during the rest of the year, which has reassured investors.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
The ECB may be influenced by the US economy depending on the course of US monetary policy after starting interest rate cuts.
The ECB claims that it will not take the Federal Reserve as a reference for the timing of the first interest rate cut. However, the subsequent policy trajectory may be influenced by developments in the United States.
TSMC plans to resume production within 24 hours after the earthquake, with facility recovery reaching 70-80%.
...
Market Overview
Spot gold prices briefly exceeded $2,300 per ounce during trading on the 4th, reaching a new all-time high. The possibility of a US Federal Reserve interest rate cut by the end of the year and continued demand from central banks are behind this. Gold rose to $2,304.96 at one point, but has since traded at levels similar to the previous day. Federal Reserve Chairman Powell stated the day before that there is a high likelihood that it would be appropriate to begin cutting interest rates at some point during the rest of the year, which has reassured investors.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
The ECB may be influenced by the US economy depending on the course of US monetary policy after starting interest rate cuts.
The ECB claims that it will not take the Federal Reserve as a reference for the timing of the first interest rate cut. However, the subsequent policy trajectory may be influenced by developments in the United States.
TSMC plans to resume production within 24 hours after the earthquake, with facility recovery reaching 70-80%.
...
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Good morning to all Moomoo users!![]()
Here are the key points of the early morning report today.
●[Tokyo Stock Market Forecast Range] 40,000 yen-404,000,400 yen (Closing price on the 28th, 40,168.07 yen)
●The change in tone of the FRB chairman, expected to stop inflation due to the inclination towards employment in the bond market
●US consumer sentiment, high level since July 2021 - due to stock market rise and inflation slowdown
●The yen is in the 151 yen range against the dollar, with little movement at the end of the fiscal year and European and American holidays - attention on US PCE
●Amazon to invest about 150 billion dollars in data centers - responding to the AI boom
●Lilly's obesity treatment drug is in short supply at Amazon and Rite Aid - rapid increase in demand
Xiaomi's first electric vehicle will be released starting from 4.5 million yen to compete with Tesla.
moomoo news of individual stocks Amelia
Market Overview
In the U.S. stock market on the 28th, the Dow Jones Industrial Average rose by 47.29 cents to 0.039807 dollars and the Nasdaq Composite Index fell by 20.063 points to 0.016379.458. In the Tokyo stock market on the 29th, there was buying back mainly in leading stocks amid mixed buying and selling.
●[Tokyo Stock Market Forecast Range] 40,000 yen-404,000,400 yen (Closing price on the 28th, 40,168.07 yen)
●The change in tone of the FRB chairman, expected to stop inflation due to the inclination towards employment in the bond market
●US consumer sentiment, high level since July 2021 - due to stock market rise and inflation slowdown
●The yen is in the 151 yen range against the dollar, with little movement at the end of the fiscal year and European and American holidays - attention on US PCE
●Amazon to invest about 150 billion dollars in data centers - responding to the AI boom
●Lilly's obesity treatment drug is in short supply at Amazon and Rite Aid - rapid increase in demand
Xiaomi's first electric vehicle will be released starting from 4.5 million yen to compete with Tesla.
moomoo news of individual stocks Amelia
Market Overview
In the U.S. stock market on the 28th, the Dow Jones Industrial Average rose by 47.29 cents to 0.039807 dollars and the Nasdaq Composite Index fell by 20.063 points to 0.016379.458. In the Tokyo stock market on the 29th, there was buying back mainly in leading stocks amid mixed buying and selling.
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On March 25th, $NVIDIA (NVDA.US)$The closing price was $950.02, with a market capitalization of $2.375 trillion, ranking third in the world, rapidly closing the gap with second-placed Apple. The company's stock has risen for 11 consecutive weeks, setting a notable streak of continuous increases.
Nvidia announced new artificial intelligence (AI) products at the annual developer conference 'GTC2024' that opened on the 18th. In response to this, major financial institutions have taken a bullish view, raising Nvidia's target stock price even further, highlighting that the company's new products further differentiate from competitors.
Analysts believe that Nvidia's stock price increase,Current outperformance and upward revisions in financial estimatesNot only driven by, In the sovereign AI field, also highlighted by the company's significant potential, and indicating a bullish view on Nvidia's outlook. In addition, Nvidia's new chips have the potential to revolutionize AI modeling and inference, while also demonstrating Nvidia's superiority over rival chipmakers.
A major US financial institutionCiti has set a target for Nvidia...
Nvidia announced new artificial intelligence (AI) products at the annual developer conference 'GTC2024' that opened on the 18th. In response to this, major financial institutions have taken a bullish view, raising Nvidia's target stock price even further, highlighting that the company's new products further differentiate from competitors.
Analysts believe that Nvidia's stock price increase,Current outperformance and upward revisions in financial estimatesNot only driven by, In the sovereign AI field, also highlighted by the company's significant potential, and indicating a bullish view on Nvidia's outlook. In addition, Nvidia's new chips have the potential to revolutionize AI modeling and inference, while also demonstrating Nvidia's superiority over rival chipmakers.
A major US financial institutionCiti has set a target for Nvidia...
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Good evening to all Moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, the Dow Jones Industrial Average, which consists of excellent stocks, fell by 38.71 dollars to 39072.05 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16185.76 with an 18.97 point increase. The S&P 500 average, which consists of stocks of 500 major US companies, is 3.18 points higher at 5181.69.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Prepare for the risk that the US bond short will expand and interest rate cut observations will retreat due to FRB predictions
Bond traders consider the risk that the US financial authorities will retreat from observing interest rate cuts by the end of the year, accumulate short US bonds, and purchase derivatives (financial derivatives) to prepare for a sharp drop in market prices. At the FOMC meetings on the 19th and 20th, it is almost certain that policy interest rates will remain unchanged, but from transaction data, new interest rates indicate an even more cautious stance on monetary easing...
Market Overview
The US market started, the Dow Jones Industrial Average, which consists of excellent stocks, fell by 38.71 dollars to 39072.05 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16185.76 with an 18.97 point increase. The S&P 500 average, which consists of stocks of 500 major US companies, is 3.18 points higher at 5181.69.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
Prepare for the risk that the US bond short will expand and interest rate cut observations will retreat due to FRB predictions
Bond traders consider the risk that the US financial authorities will retreat from observing interest rate cuts by the end of the year, accumulate short US bonds, and purchase derivatives (financial derivatives) to prepare for a sharp drop in market prices. At the FOMC meetings on the 19th and 20th, it is almost certain that policy interest rates will remain unchanged, but from transaction data, new interest rates indicate an even more cautious stance on monetary easing...
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moomoo users, good morning!![]()
Here are the key points of the early morning report today.
●【Tokyo Stock Market Price Range Forecast】0.0394 million yen - -0.04 million yen (Closing price on the 18th: 0.039740 million yen 44 sen).
●Bank of Japan expected to lift major easing, decision on the 19th. Long and short-term interest rate operations to be abolished.
●The US March NAHB Housing Market Index unexpectedly rebounds by 50 units, with the dollar continuing to rise.
●Goldman Sachs changes its 2024 US rate cut frequency forecast to three times - previously.
●Nvidia rebounds after 4 days as analysts raise target stock price to $1,050.
●Tesla to raise prices for 'Model Y' in the USA, stock price rises.
Google is up more than 5%, negotiating with iPhone for AI 'Gemini' integration.
moomoo News Kathy
Market Overview
In the U.S. stock market on the 18th, the NY Dow Jones Industrial Average rebounded for the first time in 3 days, closing at $0.038790.43, up $75.66 from the previous session. The Nasdaq Composite Index was up 130.274 points, closing at $0.016103.448. The Tokyo stock market on the 19th is expected to be volatile amidst mixed speculations.
Top News
Bank of Japan to lift large-scale easing, decision on the 19th. Abolition of both long and short-term interest rate operations.
...
●【Tokyo Stock Market Price Range Forecast】0.0394 million yen - -0.04 million yen (Closing price on the 18th: 0.039740 million yen 44 sen).
●Bank of Japan expected to lift major easing, decision on the 19th. Long and short-term interest rate operations to be abolished.
●The US March NAHB Housing Market Index unexpectedly rebounds by 50 units, with the dollar continuing to rise.
●Goldman Sachs changes its 2024 US rate cut frequency forecast to three times - previously.
●Nvidia rebounds after 4 days as analysts raise target stock price to $1,050.
●Tesla to raise prices for 'Model Y' in the USA, stock price rises.
Google is up more than 5%, negotiating with iPhone for AI 'Gemini' integration.
moomoo News Kathy
Market Overview
In the U.S. stock market on the 18th, the NY Dow Jones Industrial Average rebounded for the first time in 3 days, closing at $0.038790.43, up $75.66 from the previous session. The Nasdaq Composite Index was up 130.274 points, closing at $0.016103.448. The Tokyo stock market on the 19th is expected to be volatile amidst mixed speculations.
Top News
Bank of Japan to lift large-scale easing, decision on the 19th. Abolition of both long and short-term interest rate operations.
...
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This article uses automatic translation for some of its parts
● Guidance path targets for FOMC and Federal Fund (FF) interest rates for MarchLeave it unchanged at 5.25% ~ 5.50%The probability of
● As for the market, the “distribution chart of policy interest rate levels (dot chart)” is 25 basis points (bp, 1 bp = 0.01%) by the end of the yearRevised to suggest that 2 rate cuts are appropriate (3 times as of the previous December) is expected. Also,Inflation forecasts etc. were revised upwardThe probability of
●At the FOMC in MarchDeceleration of quantitative tighteningThere will be specific discussions about the University of Public Finance
● As for US bond yields, the 2-year yield tested the resistance line of 4.75%, and the 10-year yield broke through 4.35% for the first time since November last year, so there is a high probability that the adjustment phase will expand with each tenor
Over 2 daysFOMC Monetary Policy MeetingisIt is scheduled to end at 03:00 on Thursday the 21st Japan time。FOMC Chairman Powell's Press ConferenceIsFrom 03:30 on Thursday the 21st Japan timeIt is scheduled to take place.
Of the 108 economists surveyed by Reuters, all expect the US Federal Reserve (Fed) to leave interest rates unchanged in the range of 5.25 to 5.50%...
● Guidance path targets for FOMC and Federal Fund (FF) interest rates for MarchLeave it unchanged at 5.25% ~ 5.50%The probability of
● As for the market, the “distribution chart of policy interest rate levels (dot chart)” is 25 basis points (bp, 1 bp = 0.01%) by the end of the yearRevised to suggest that 2 rate cuts are appropriate (3 times as of the previous December) is expected. Also,Inflation forecasts etc. were revised upwardThe probability of
●At the FOMC in MarchDeceleration of quantitative tighteningThere will be specific discussions about the University of Public Finance
● As for US bond yields, the 2-year yield tested the resistance line of 4.75%, and the 10-year yield broke through 4.35% for the first time since November last year, so there is a high probability that the adjustment phase will expand with each tenor
Over 2 daysFOMC Monetary Policy MeetingisIt is scheduled to end at 03:00 on Thursday the 21st Japan time。FOMC Chairman Powell's Press ConferenceIsFrom 03:30 on Thursday the 21st Japan timeIt is scheduled to take place.
Of the 108 economists surveyed by Reuters, all expect the US Federal Reserve (Fed) to leave interest rates unchanged in the range of 5.25 to 5.50%...
Translated
![[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240319/4fd2425c33fbb84c5a57ce77486b88ba.png/thumb?area=105&is_public=true)
![[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240319/bb9ee7c62b82be82f54d492c58740210.png/thumb?area=105&is_public=true)
![[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240319/cefa8bb41ff579cc7008e8e34ca102b9.png/thumb?area=105&is_public=true)
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commented on
The highlight of this week's corporate earnings focuses above all on CRWD after Tuesday, influencing the trend change in cybersecurity stocks. The key will be whether it shows a cautious outlook in the price war following PANW. Also, GTLB after Monday, MRVL on Thursday, will need to check the contribution to performance due to the AI boom. MRVL's post-earnings trends will be an indicator of semiconductor stocks, while GTLB will be watched closely to see if it can regain a slight advantage in the competition with GitHub under MSFT on Thursday. After that, we have SE and AVAV on the same Monday, JD on Wednesday, and DOCU on Thursday.
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![[loading]](data:image/svg+xml;base64,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)
ヤングちゃん : If interest rates drop and it's a soft landing, I think the stock price of AI semiconductors will rise accordingly. However, it doesn't matter what the industrial revolution is. If you stick to a long-term dream story with aspirations included, your field of view will narrow, and it will be difficult to evaluate stock prices genuinely. AI semiconductors will drop as soon as 10-20% if GAFA's performance is poor or inventory is dubious. All it takes is predicting and checking whether it will go up or down after this.
ヤングちゃん J_M_RIN OP : Yes, I also think AI semiconductors will be superior for a while, but I've also checked stories that go down and think about the possibility of that happening. The dollar and yen are above the dollar now, so I'm lucky!