p1034
commented on
$NASDAQ 100 Index(.NDX.US$
Analysis summary
・fundamental analysis
→The future focus will be on the US policy interest rate, FED watch, and financial results to be announced on 8/1.
・Technical analysis
→There is a short-term increase. However, even if it rises, 20,000 is expected to be the limit. After that, there is a possibility that the market will fall
☆ Recent fundamental analysis
・US GDP 2.8%, PCE deflator 2.6%. Interest rates will be cut in September, and expectations for a soft landing will rise.
→The US policy interest rate/FED watch to be announced on 8/1 will be the focus of the future.
☆ Featured Settlement
GOOGLE: Sales 84.742 billion (YoY: 13.59%) EPS 1.89 (YoY: 31.25%) →More than expected
Cloud revenue of 10.347 billion →More than expected. It is said that cloud-related investments will continue in the future
TESLA: sales of 25.5 billion (year-on-year ratio: 2.30%) → EPS 0.42 (year-on-year ratio: -46.15%) higher than expected →Less than expected
Trends in robo-taxis → It is difficult to predict their implementation. In the pastOptimistic predictionsIt has been done, but as a matter of now, it is expected that unsupervised operation will be possible by the end of the year (investors are skeptical)
...
Analysis summary
・fundamental analysis
→The future focus will be on the US policy interest rate, FED watch, and financial results to be announced on 8/1.
・Technical analysis
→There is a short-term increase. However, even if it rises, 20,000 is expected to be the limit. After that, there is a possibility that the market will fall
☆ Recent fundamental analysis
・US GDP 2.8%, PCE deflator 2.6%. Interest rates will be cut in September, and expectations for a soft landing will rise.
→The US policy interest rate/FED watch to be announced on 8/1 will be the focus of the future.
☆ Featured Settlement
GOOGLE: Sales 84.742 billion (YoY: 13.59%) EPS 1.89 (YoY: 31.25%) →More than expected
Cloud revenue of 10.347 billion →More than expected. It is said that cloud-related investments will continue in the future
TESLA: sales of 25.5 billion (year-on-year ratio: 2.30%) → EPS 0.42 (year-on-year ratio: -46.15%) higher than expected →Less than expected
Trends in robo-taxis → It is difficult to predict their implementation. In the pastOptimistic predictionsIt has been done, but as a matter of now, it is expected that unsupervised operation will be possible by the end of the year (investors are skeptical)
...
Translated
1
2
$Gold Futures(AUG4)(GCmain.US$
Analysis summary
・Fundamental analysis → US policy interest rate/FED watch to be announced on 8/1 future focus
・Technical analysis → there is room for short-term growth. At the time of decline, there is a possibility that it will fall to around 2300, and then it is expected to rise in the medium term
☆ Recent fundamental analysis
・US GDP 2.8%, PCE deflator 2.6%. Interest rates will be cut in September, and expectations for a soft landing will rise.
→The US policy interest rate/FED watch to be announced on 8/1 will be the focus of the future.
☆ Recent technical analysis
・Candlestick
Harami linear formation.
→Is the trend changing?
・Channels/trend lines
→If it rises, will it rise to around 2470? (There is also a possibility that it will plateau there)
In the case of a decline, will it fall to around 2300 and become a range market?
・Moving Average
The 5/21 moving average dead cross has been completed. However, the candlestick line surpassed the 50/75 daily moving average.
→There is also a possibility of a fall or rise.
・BOLL × RSI
BOLL is 2σ horizontally, and touch the candlestick to -1 σ. The 5-day RSI rose from 27 (Thu) to 41 (Fri).
→There is a possibility of a short-term increase. However, the decline...
Analysis summary
・Fundamental analysis → US policy interest rate/FED watch to be announced on 8/1 future focus
・Technical analysis → there is room for short-term growth. At the time of decline, there is a possibility that it will fall to around 2300, and then it is expected to rise in the medium term
☆ Recent fundamental analysis
・US GDP 2.8%, PCE deflator 2.6%. Interest rates will be cut in September, and expectations for a soft landing will rise.
→The US policy interest rate/FED watch to be announced on 8/1 will be the focus of the future.
☆ Recent technical analysis
・Candlestick
Harami linear formation.
→Is the trend changing?
・Channels/trend lines
→If it rises, will it rise to around 2470? (There is also a possibility that it will plateau there)
In the case of a decline, will it fall to around 2300 and become a range market?
・Moving Average
The 5/21 moving average dead cross has been completed. However, the candlestick line surpassed the 50/75 daily moving average.
→There is also a possibility of a fall or rise.
・BOLL × RSI
BOLL is 2σ horizontally, and touch the candlestick to -1 σ. The 5-day RSI rose from 27 (Thu) to 41 (Fri).
→There is a possibility of a short-term increase. However, the decline...
Translated
p1034
commented on
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
p1034
commented on
$USD/MXN(USDMXN.FX$
$USD/JPY(USDJPY.FX$
・A rewind of carry trade from the depreciation of the Mexican peso against the backdrop of Trump trades, the Mexican economic slowdown, etc.
・A rewind of carry trade due to position adjustments before the summer vacation season
・Motegi and Kono's remarks inducing appreciation of the yen
・Bank of Japan early interest rate hike observation, increasing possibility that US interest rate will be cut
・The yen appreciated above the 155 yen support level
Thinking about it this way, I don't know how far the yen will continue to appreciate until the Japan-US monetary policy meeting at the end of the month. The lower price of the Mexican peso seems to be 18.8 for the time being, so is it still going to fall by about 2%? If it's yen to dollars, it's about 150 yen less. Japanese companies that assume exchange rates are in the 140 yen range are still at a level where there is a buffer for performance. Maybe it's a good buy by looking at the exchange rate. If the yen continues to appreciate, business confidence in Japan will not be able to keep up.
$USD/JPY(USDJPY.FX$
・A rewind of carry trade from the depreciation of the Mexican peso against the backdrop of Trump trades, the Mexican economic slowdown, etc.
・A rewind of carry trade due to position adjustments before the summer vacation season
・Motegi and Kono's remarks inducing appreciation of the yen
・Bank of Japan early interest rate hike observation, increasing possibility that US interest rate will be cut
・The yen appreciated above the 155 yen support level
Thinking about it this way, I don't know how far the yen will continue to appreciate until the Japan-US monetary policy meeting at the end of the month. The lower price of the Mexican peso seems to be 18.8 for the time being, so is it still going to fall by about 2%? If it's yen to dollars, it's about 150 yen less. Japanese companies that assume exchange rates are in the 140 yen range are still at a level where there is a buffer for performance. Maybe it's a good buy by looking at the exchange rate. If the yen continues to appreciate, business confidence in Japan will not be able to keep up.
Translated
6
1
$Bitcoin(BTC.CC$
$Gold Futures(AUG4)(GCmain.US$
Commodities (crypto assets/gold) are rapidly rising in response to today's economic indicators...
Bitcoin is starting to function as an alternative asset!
$Gold Futures(AUG4)(GCmain.US$
Commodities (crypto assets/gold) are rapidly rising in response to today's economic indicators...
Bitcoin is starting to function as an alternative asset!
Translated
3
p1034
commented on
$USD/JPY(USDJPY.FX$
I wonder if this is due to loss cuts and is it falling all at once? Exchange intervention too?
I wonder if this is due to loss cuts and is it falling all at once? Exchange intervention too?
Translated
4
2
p1034
commented on
$USD/JPY(USDJPY.FX$
⭐ ︎ RECENT FUNDAMENTAL
・Minister Taro Kono and Secretary General Motegi's remarks on interest rate hikes
→Future medium-term trends will be determined by Bank of Japan Governor Ueda's interest rate hike/reduction statements at the end of July.
⭐ ︎ Recent charts
・Ichimoku equilibrium table → three roles reversed
・5/75 moving average debt cross completed
・MACD debt crossed
→As a medium- to short-term trend in the future, if it falls below the clouds on the Ichimoku equilibrium table, it seems that up to 151 yen will be acceptable.
$USD/JPY(USDJPY.FX$
⭐ ︎ RECENT FUNDAMENTAL
・Minister Taro Kono and Secretary General Motegi's remarks on interest rate hikes
→Future medium-term trends will be determined by Bank of Japan Governor Ueda's interest rate hike/reduction statements at the end of July.
⭐ ︎ Recent charts
・Ichimoku equilibrium table → three roles reversed
・5/75 moving average debt cross completed
・MACD debt crossed
→As a medium- to short-term trend in the future, if it falls below the clouds on the Ichimoku equilibrium table, it seems that up to 151 yen will be acceptable.
$USD/JPY(USDJPY.FX$
Translated
7
5
)
p1034
liked and commented on
$USD/JPY(USDJPY.FX$
If the yen appreciates due to awareness of the direction of Japan-US monetary policy, does the yen stop appreciating if there is no interest rate hike at the Bank of Japan Policy Decision Committee at the end of this month?
If that's the case, will the Nikkei Average also rebound once?
If the yen appreciates due to awareness of the direction of Japan-US monetary policy, does the yen stop appreciating if there is no interest rate hike at the Bank of Japan Policy Decision Committee at the end of this month?
If that's the case, will the Nikkei Average also rebound once?
Translated
7
2
p1034
commented on
$USD/JPY(USDJPY.FX$
Looking at the history of the yen, the yen is now appreciating.
It was first 350 to 250 from 1970 to 1984. Japan entered the route of rapid economic development, and the export industry was driving the Japanese economy.
Agreements with Europe and the United States were concluded one after another from 1980, and the dollar yen was forcibly induced to a high level of 150 yen or less, and eventually the Japanese economy stagnated.
In 2012, Abenomask led to a depreciation of the yen, and the Japanese stock market was thriving.
Even if the current appreciation of the yen is maintained, the actual income of Japanese people will decrease, and overseas inflation is progressing, and import costs will not drop after all.
Those who argue that the appreciation of the yen is advantageous to the Japanese economy are only thinking about overseas travel and energy imports. The key point of the Japanese economy is to make Japan's export industry and tourism industry prosper again.
Looking at the history of the yen, the yen is now appreciating.
It was first 350 to 250 from 1970 to 1984. Japan entered the route of rapid economic development, and the export industry was driving the Japanese economy.
Agreements with Europe and the United States were concluded one after another from 1980, and the dollar yen was forcibly induced to a high level of 150 yen or less, and eventually the Japanese economy stagnated.
In 2012, Abenomask led to a depreciation of the yen, and the Japanese stock market was thriving.
Even if the current appreciation of the yen is maintained, the actual income of Japanese people will decrease, and overseas inflation is progressing, and import costs will not drop after all.
Those who argue that the appreciation of the yen is advantageous to the Japanese economy are only thinking about overseas travel and energy imports. The key point of the Japanese economy is to make Japan's export industry and tourism industry prosper again.
Translated
7
14
,” I think bugs are good.
$Bitcoin(BTC.CC$
It looks like a Dutch financial institution called bitvavo is explosively selling bitcoins...
Bitcoin is down to 1/10
Well, it's not a huge amount, but I wonder if the Indian exchange hacking had an effect?
Arkham
It looks like a Dutch financial institution called bitvavo is explosively selling bitcoins...
Bitcoin is down to 1/10
Well, it's not a huge amount, but I wonder if the Indian exchange hacking had an effect?
Arkham
Translated
7
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,PHN2ZyB3aWR0aD0iMjYiIGhlaWdodD0iMjYiIHZpZXdCb3g9IjAgMCAyNiAyNiIgZmlsbD0ibm9uZSIgeG1sbnM9Imh0dHA6Ly93d3cudzMub3JnLzIwMDAvc3ZnIj4KPHBhdGggZmlsbC1ydWxlPSJldmVub2RkIiBjbGlwLXJ1bGU9ImV2ZW5vZGQiIGQ9Ik0xMi45OTk5IDAuMzI1NDM5QzYuMDQxMTEgMC4zMjU0MzkgMC4zOTk5MDIgNS45NjY2NSAwLjM5OTkwMiAxMi45MjU0QzAuMzk5OTAyIDE5Ljg4NDIgNi4wNDExMSAyNS41MjU0IDEyLjk5OTkgMjUuNTI1NFYyMi43MjU0QzcuNTg3NTEgMjIuNzI1NCAzLjE5OTkgMTguMzM3OCAzLjE5OTkgMTIuOTI1NEMzLjE5OTkgNy41MTMwNSA3LjU4NzUxIDMuMTI1NDQgMTIuOTk5OSAzLjEyNTQ0VjAuMzI1NDM5WiIgZmlsbD0idXJsKCNwYWludDBfbGluZWFyXzIyMDBfNDg2NikiLz4KPHBhdGggZmlsbC1ydWxlPSJldmVub2RkIiBjbGlwLXJ1bGU9ImV2ZW5vZGQiIGQ9Ik0xMyAyNS41MjU0QzE5Ljk1ODggMjUuNTI1NCAyNS42IDE5Ljg4NDIgMjUuNiAxMi45MjU0QzI1LjYgNS45NjY2NSAxOS45NTg4IDAuMzI1NDQgMTMgMC4zMjU0MzlWMy4xMjU0NEMxOC40MTI0IDMuMTI1NDQgMjIuOCA3LjUxMzA1IDIyLjggMTIuOTI1NEMyMi44IDE4LjMzNzggMTguNDEyNCAyMi43MjU0IDEzIDIyLjcyNTRWMjUuNTI1NFoiIGZpbGw9InVybCgjcGFpbnQxX2xpbmVhcl8yMjAwXzQ4NjYpIi8+CjxjaXJjbGUgY3g9IjEzLjAwMDEiIGN5PSIyNC4xMjUzIiByPSIxLjQiIGZpbGw9InVybCgjcGFpbnQyX2xpbmVhcl8yMjAwXzQ4NjYpIi8+CjxkZWZzPgo8bGluZWFyR3JhZGllbnQgaWQ9InBhaW50MF9saW5lYXJfMjIwMF80ODY2IiB4MT0iNy4zOTk5IiB5MT0iMjUuNTI1NCIgeDI9IjcuMzk5OSIgeTI9IjIuNDI1NDQiIGdyYWRpZW50VW5pdHM9InVzZXJTcGFjZU9uVXNlIj4KPHN0b3Agc3RvcC1jb2xvcj0iIzdBN0E3QSIgc3RvcC1vcGFjaXR5PSIwIi8+CjxzdG9wIG9mZnNldD0iMSIgc3RvcC1jb2xvcj0iIzdBN0E3QSIgc3RvcC1vcGFjaXR5PSIwLjUiLz4KPC9saW5lYXJHcmFkaWVudD4KPGxpbmVhckdyYWRpZW50IGlkPSJwYWludDFfbGluZWFyXzIyMDBfNDg2NiIgeDE9IjIwIiB5MT0iMjUuNTI1NCIgeDI9IjIwIiB5Mj0iMi40MjU0NCIgZ3JhZGllbnRVbml0cz0idXNlclNwYWNlT25Vc2UiPgo8c3RvcCBzdG9wLWNvbG9yPSIjN0E3QTdBIi8+CjxzdG9wIG9mZnNldD0iMSIgc3RvcC1jb2xvcj0iIzdBN0E3QSIgc3RvcC1vcGFjaXR5PSIwLjUiLz4KPC9saW5lYXJHcmFkaWVudD4KPGxpbmVhckdyYWRpZW50IGlkPSJwYWludDJfbGluZWFyXzIyMDBfNDg2NiIgeDE9IjEzLjAwMDEiIHkxPSIyNC4xMjUzIiB4Mj0iMTQuNDAwMSIgeTI9IjI0LjEyNTMiIGdyYWRpZW50VW5pdHM9InVzZXJTcGFjZU9uVXNlIj4KPHN0b3Agc3RvcC1jb2xvcj0iIzdBN0E3QSIvPgo8c3RvcCBvZmZzZXQ9IjEiIHN0b3AtY29sb3I9IiM3QTdBN0EiIHN0b3Atb3BhY2l0eT0iMCIvPgo8L2xpbmVhckdyYWRpZW50Pgo8L2RlZnM+Cjwvc3ZnPgo=)
p1034 OP tm_speedstyle371 : Certainly the best thing is that they update the new high price
However, the decline since summer withering seems to be anomalous, so I want to be careful