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What is the key to untangling the complex intertwined economic and market situations? Respected guests will delve deep into the trending gainianbankuai.
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Columns "Trump 2.0" New Administration Policy Timeline List! What are the notable investment opportunities?
This article uses automatic translation in part.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bassent, 62 years old, founded Key Square Group, a global macro hedge fund, and previously managed the Soros Fund Management.
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Foreign capital inflow into Japan's high-tech industry may have ended in the first half of this year.
In fact, companies like Laser and Tokyo Electron have dropped below half their peak value, hovering around their year-to-date lows. Therefore, attention is likely to shift towards well-performing bank stocks and domestically-driven stocks with strong performance.
Advantest and Disco are putting in effort, but there seems to be a limit to their upward trend from here.
In fact, companies like Laser and Tokyo Electron have dropped below half their peak value, hovering around their year-to-date lows. Therefore, attention is likely to shift towards well-performing bank stocks and domestically-driven stocks with strong performance.
Advantest and Disco are putting in effort, but there seems to be a limit to their upward trend from here.
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$Bitcoin (BTC.CC)$
Bought MSTR this morning, already up by 10% 😁
Was it a good timing to buy? 😁
Today, looking forward to CONL as well 💪
Bought MSTR this morning, already up by 10% 😁
Was it a good timing to buy? 😁
Today, looking forward to CONL as well 💪
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New program delivered by moomoo Securities and Nikkei CNBC."So that's how it is! U.S. stocks"To commemorate the start of broadcasts, a campaign with amazing benefits is currently underway!
The highlight of this time is the 'US stock brokerage-free card for 10 years' where the commission is completely free for 10 years!This benefitWill go to the fastest person,So please check the participation method as soon as possible.
Discover the charm of US stocks, and seize the chance to get special benefits that are only available here! Don't miss out!
Campaign Period
November 25, 2024 (Monday) - April 28, 2024 (Monday)
Campaign participants
Customers depositing for the first time
Benefit content
Benefit 1: The right to participate in the 'Early Press Gaming' + brokerage-free card for US stocks <Held every week, total of 23 times>
1st place (1 winner per round, total of 23 winners)：Brokerage-free card for US stocks for 10 years
For the remaining 2nd to 1000th place customers (1,000 customers every week)：US stock brokerage-free card for one month.
Benefit 2: US stocks welcome package.
Investor report(Total of 6 books)Information that couldn't be fully conveyed in the broadcasts!
US stock trading brokerage-free feesTwo months of free coupon...
The highlight of this time is the 'US stock brokerage-free card for 10 years' where the commission is completely free for 10 years!This benefitWill go to the fastest person,So please check the participation method as soon as possible.
Discover the charm of US stocks, and seize the chance to get special benefits that are only available here! Don't miss out!
Campaign Period
November 25, 2024 (Monday) - April 28, 2024 (Monday)
Campaign participants
Customers depositing for the first time
Benefit content
Benefit 1: The right to participate in the 'Early Press Gaming' + brokerage-free card for US stocks <Held every week, total of 23 times>
1st place (1 winner per round, total of 23 winners)：Brokerage-free card for US stocks for 10 years
For the remaining 2nd to 1000th place customers (1,000 customers every week)：US stock brokerage-free card for one month.
Benefit 2: US stocks welcome package.
Investor report(Total of 6 books)Information that couldn't be fully conveyed in the broadcasts!
US stock trading brokerage-free feesTwo months of free coupon...
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$Applovin (APP.US)$
Many people may have been shaken off in this volatility.![]()
？
Nevertheless, the stock price with many 3's lined up!
I feel a playful and huge institution in the background. Lovely.![]()
Many people may have been shaken off in this volatility.
Nevertheless, the stock price with many 3's lined up!
I feel a playful and huge institution in the background. Lovely.
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Funds are suddenly pouring explosively into the AI software sector.
After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.
Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来８倍に急...
After November 2023, $Microsoft (MSFT.US)$Multiple AI applications such as "365Copilot" and "Firefly" $Adobe (ADBE.US)$have officially started to be offered on a paid basis.正式に有料化を開始andAI applications have entered the stage of commercialization.This indicates that one year has passed since the commercialization of AI applications, and overseas funding.Investment in AI is transitioning from hardware to software, with the value of vertical software companies being rapidly realized and the future of applications becoming clearer.It is becoming more evident that the value of vertical software companies is being rapidly realized and the future of applications is becoming clearer.
Among the most notable examples, many software companies in the US stock marketHave achieved astonishing growth this year.、AIコンピューティングパワーといった「シャベル銘柄」だけが急騰するという印象を覆している。11月20日時点で、最も注目を集めたのはAIと広告マーケティングを融合した $Applovin (APP.US)$で年初来８倍に急...
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Column: In the AI era, hardware takes the leading role, requiring a macro perspective from tech investors.
November 24, 2024, 7:52 AM GMT+9
Investors in the technology sector are facing new changes. They have rarely shown interest in macroeconomics before. In this field, the continuous performance improvement of products and innovative growth strategies have been much stronger factors for investment returns than the overall economic growth and inflation trends. However, with the massive funding demand associated with artificial intelligence (AI), this situation is starting to change.
(Part omitted)
As a semiconductor manufacturer, Nvidia, whose market capitalization exceeds $3.5 trillion, is currently adopting a "one-year rhythm" for the release cycle of new products, effectively doubling the pace of past product announcements.
Therefore, such companies will impact traditional "inventory cycles." If demand exceeds current supply, inventory shrinks, and prices rise. The opposite is also true. This means that hardware-related businesses, unlike agile software companies, need to rapidly expand or shrink production capacity within a short period.
November 24, 2024, 7:52 AM GMT+9
Investors in the technology sector are facing new changes. They have rarely shown interest in macroeconomics before. In this field, the continuous performance improvement of products and innovative growth strategies have been much stronger factors for investment returns than the overall economic growth and inflation trends. However, with the massive funding demand associated with artificial intelligence (AI), this situation is starting to change.
(Part omitted)
As a semiconductor manufacturer, Nvidia, whose market capitalization exceeds $3.5 trillion, is currently adopting a "one-year rhythm" for the release cycle of new products, effectively doubling the pace of past product announcements.
Therefore, such companies will impact traditional "inventory cycles." If demand exceeds current supply, inventory shrinks, and prices rise. The opposite is also true. This means that hardware-related businesses, unlike agile software companies, need to rapidly expand or shrink production capacity within a short period.
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$Microsoft (MSFT.US)$
Here. Definitely buy in next year's NISA framework. (Also planning to buy outside of NISA framework) Cheap. Promising future.
With AI, consumers and company operations will leave the greatest impact, starting from here.
Alphabet is trying hard, but microsoft is three steps ahead. Apple is... partnering with NVIDIA and DELL.
Flow from upstream to downstream of nvidia, microsoft, DELL. I think it's strong.
First, revolutionize the company's office work with Copilot + PC. It is recommended by microsoft!
Here. Definitely buy in next year's NISA framework. (Also planning to buy outside of NISA framework) Cheap. Promising future.
With AI, consumers and company operations will leave the greatest impact, starting from here.
Alphabet is trying hard, but microsoft is three steps ahead. Apple is... partnering with NVIDIA and DELL.
Flow from upstream to downstream of nvidia, microsoft, DELL. I think it's strong.
First, revolutionize the company's office work with Copilot + PC. It is recommended by microsoft!
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$Bitcoin (BTC.CC)$ and $Solana (SOL.CC)$ I am a small shareholder who holds about 0.15 million yen in total.
Before I knew it, it had reached 0.3 million yen, and I was surprised‼️ Double 🍔
I once had 0.3 bitcoin when 1 bitcoin was 0.27 million yen, but I quickly let it go... I am so silly~
There are probably quite a few people like that, right...![]()
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Before I knew it, it had reached 0.3 million yen, and I was surprised‼️ Double 🍔
I once had 0.3 bitcoin when 1 bitcoin was 0.27 million yen, but I quickly let it go... I am so silly~
There are probably quite a few people like that, right...
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