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Flow of funds into AI semiconductor-related stocksI can't stop. Rice leading the industry globally $NVIDIA(NVDA.US$The total market value of is the 5th of this month for the first time as a semiconductor companyExceed 3 trillion dollars (approximately 490 trillion yen)I did it. The spread of AI semiconductorsdatacenterYaElectric powerSince it is accompanied by an increase in demand such asAt the foot of the hunthas spread greatly. The year-to-date rate of increase is already before the end of the first half of '24130%There are also domestic-related stocks that exceed (about 2.3 times). In addition to checking these strongest stocks, we also searched for stocks and contrarian stocks that seem to still be possible to enter.
The 4 strongest stocks that have risen 80% since the beginning of the year!
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet(3778.JP$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
In the first half of this yearOverwhelming momentumThere are the following 4 stocks, and stock pricesOver 80% increase year to dateDoing it.
◆ $SAKURA Internet(3778.JP$
Expectations for collaboration with NVIDIA
A major independent data center company. Sojitz holds 29.64% of the company's shares. We plan to invest 100 billion yen in developing infrastructure for generative AI using NVIDIA GPUs. Government cloud provision business...
Translated
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/4da2cc39b4b8467a1a5165b5f06e0678.png/thumb?area=105&is_public=true)
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/56bacf21f91d8fdf15b9454a70a3b27c.png/thumb?area=105&is_public=true)
![What is the strongest AI semiconductor stock? It has also risen over 130% since the beginning of the year! Check out the highest-expectations and contrarian stocks too! [First half of '24]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240614/eb986a91810a27b40e61810a577749df.jpg/thumb?area=105&is_public=true)
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Good morning to all moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 38702.54 yen, 220.49 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 13.11 points at 2784.96.
Top news
Japanese stocks lose their appeal due to yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years
The rise in domestic bond yields has reduced the relative attractiveness of stocks for dividends, and investors are hesitating to buy more Japanese stocks. According to Bloomberg data, the difference obtained by subtracting the 10-year government bond yield from the expected dividend yield of the MSCI Japan Index was 1.22% points, a low level for the first time in about 10 years since 2014.
2% is a “watershed,” and the price target spell that amplifies uncertainty in interest rates = Mr. Kazuo Monma
Interest in “neutral interest rates” has increased since the Bank of Japan lifted negative interest rates. Neutral interest rates mean the level of policy interest rates (overnight call rates) that are neither relaxed nor tightened, and the 2% price target has been realized...
Market Overview
Today's Nikkei Stock Average began at 38702.54 yen, 220.49 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 13.11 points at 2784.96.
Top news
Japanese stocks lose their appeal due to yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years
The rise in domestic bond yields has reduced the relative attractiveness of stocks for dividends, and investors are hesitating to buy more Japanese stocks. According to Bloomberg data, the difference obtained by subtracting the 10-year government bond yield from the expected dividend yield of the MSCI Japan Index was 1.22% points, a low level for the first time in about 10 years since 2014.
2% is a “watershed,” and the price target spell that amplifies uncertainty in interest rates = Mr. Kazuo Monma
Interest in “neutral interest rates” has increased since the Bank of Japan lifted negative interest rates. Neutral interest rates mean the level of policy interest rates (overnight call rates) that are neither relaxed nor tightened, and the 2% price target has been realized...
Translated
![The Nikkei average depreciates 220 yen and Japanese stocks lose their appeal due to starting yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240604/1812ce2501914860a46b402d3d8c335f.png/thumb?area=105&is_public=true)
![The Nikkei average depreciates 220 yen and Japanese stocks lose their appeal due to starting yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240604/486b736002144e8493c71b43eda72506.png/thumb?area=105&is_public=true)
![The Nikkei average depreciates 220 yen and Japanese stocks lose their appeal due to starting yield comparisons, and dividends and long-term interest rate differences are at a low level for the first time in 10 years](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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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, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 23.97 dollars to 39089.23 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16786.79 with a 50.76 point increase. The S&P 500 average, which consists of stocks of 500 large American stocks, is 13.61 points higher at 5281.45.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
Are rising stock prices a sell signal = Mr. Hartnett of BofA
● Bank of America Corp. strategist Michael Hartnett warned that while the 71% stock price index exceeds the 50-day moving average and the 200-day moving average, and the 88% limit value indicates a contrarian selling signal, the rise in the global stock market may have reached the region of selling signals...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 23.97 dollars to 39089.23 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16786.79 with a 50.76 point increase. The S&P 500 average, which consists of stocks of 500 large American stocks, is 13.61 points higher at 5281.45.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
Are rising stock prices a sell signal = Mr. Hartnett of BofA
● Bank of America Corp. strategist Michael Hartnett warned that while the 71% stock price index exceeds the 50-day moving average and the 200-day moving average, and the 88% limit value indicates a contrarian selling signal, the rise in the global stock market may have reached the region of selling signals...
Translated
![US Market Outlook: Stock Market Rise to a Selling Signal = BofA's Hartnett Dow Average Starts at $23 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240516/13de5e7dc1d5ee3dad889c6fc8aa8199.png/thumb?area=105&is_public=true)
![US Market Outlook: Stock Market Rise to a Selling Signal = BofA's Hartnett Dow Average Starts at $23 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240524/edd6aa123e1755ec96ccb845e439be3e.png/thumb?area=105&is_public=true)
![US Market Outlook: Stock Market Rise to a Selling Signal = BofA's Hartnett Dow Average Starts at $23 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240524/c962a0647343399ea48b51035a7398e1.png/thumb?area=105&is_public=true)
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・The benefits of introducing OpenAI's AI technology into our products were also shown in the current financial results.
・The main division was generally strong, and sales of the notable cloud business, Azure & other cloud services, increased 31% compared to the same period last year (AI services contributed to 7 point growth), resulting in high growth exceeding market expectations (29% increase from the same period).
・The use of AI products and services continues to expand.
●3Q (fiscal year ending January-March) results: higher than expected
● All three divisions are strong, and growth in the cloud business is also accelerating
●The contribution of AI is expanding in the cloud business
★ Guidance is also above expectations
・4Q (April-6 fiscal year) guidance: Sales of Azure & other cloud services are expected to increase 30-31% compared to the same period last year (market forecast 29% increase)
・Double-digit sales and operating profit growth are expected for the 2025/6 fiscal year, and the operating profit margin is expected to drop only 1 point compared to the previous year, even considering large investments in cloud and AI.
★ Management's Key Comments
・Our AI innovation...
Translated
![[Financial Results Summary] Microsoft's sales and profit are up ahead of expectations, and the cloud Azure is also doing well](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240426/bedda91f2b77654c97a54b5f5c6c8171.jpg/thumb?area=105&is_public=true)
![[Financial Results Summary] Microsoft's sales and profit are up ahead of expectations, and the cloud Azure is also doing well](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240426/f59eb0c1d5f71bd685f4ebb23d06782c.png/thumb?area=105&is_public=true)
![[Financial Results Summary] Microsoft's sales and profit are up ahead of expectations, and the cloud Azure is also doing well](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240426/d1cb90e73cc43755bb9170c89a9abcec.png/thumb?area=105&is_public=true)
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This article uses automatic translation for some of its parts
While the possibility that artificial intelligence (AI) will drastically increase electricity demand is being hotly discussed in the market, US electric power stocks have experienced a strong rise.
Within the United States, we develop the electric power business through our subsidiaries, perform power generation, wholesale electricity, fuel transportation/management, fuel asset optimization, risk management, etc., and provide integrated power solutions including retail sales of electricity and related products to general households, and power generation project businesses $Vistra Energy(VST.US$ What is the stock price ofIt has risen drastically by 96% or more since the beginning of the year, $NVIDIA(NVDA.US$ Exceeded the rate of increase. Furthermore, $Constellation Energy(CEG.US$ with $NRG Energy(NRG.US$ The stocks of the two energy companies also showed excellent performance, and year-to-dateThe rate of increase has reached 65.51% and 41.83%, respectively。
This rise in stock prices is due to the optimistic expectations that the market has for the development of AI technology...
While the possibility that artificial intelligence (AI) will drastically increase electricity demand is being hotly discussed in the market, US electric power stocks have experienced a strong rise.
Within the United States, we develop the electric power business through our subsidiaries, perform power generation, wholesale electricity, fuel transportation/management, fuel asset optimization, risk management, etc., and provide integrated power solutions including retail sales of electricity and related products to general households, and power generation project businesses $Vistra Energy(VST.US$ What is the stock price ofIt has risen drastically by 96% or more since the beginning of the year, $NVIDIA(NVDA.US$ Exceeded the rate of increase. Furthermore, $Constellation Energy(CEG.US$ with $NRG Energy(NRG.US$ The stocks of the two energy companies also showed excellent performance, and year-to-dateThe rate of increase has reached 65.51% and 41.83%, respectively。
This rise in stock prices is due to the optimistic expectations that the market has for the development of AI technology...
Translated
![Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240411/126743ae2db5bb7466fb1d43ae58dcbe.png/thumb?area=105&is_public=true)
![Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240402/1712013659583-1cb66292b5.png/thumb?area=105&is_public=true)
![Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240402/1712013733110-cb72a3c00e.png/thumb?area=105&is_public=true)
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Moomoo is a popular Nikkei Radio program“The Money”of“Today's Market”Corners and“Tokyo stock market trading information”will be offered on 2024/4/1. Also, every Tuesday“The investment world I want to hear now”Under the title, Hiroyuki Amano and Katsuyoshi Matsuzono, who are familiar with the market, will perform a live stream, and the section will be broadcast within the moomoo app.
[Program Information]
The Money “Hiroyuki Amano and Katsuyoshi Matsuzono's Investment World I Want to Hear Now” Every Tuesday at 14:30
Investment professionals Hiroyuki Amano and Katsuyoshi Matsuzono share investment know-how and update investment information not only for Japanese stocks but also for each country
The Money” Today's Market” Every Monday, Wednesday, and Thursday around 15:00
The stock information corner “Stock Information Bulletin LIVE” is provided in “The Money” after closing. In addition to hot market information after the Tokyo Market transaction has ended, it explains a wide range of information related to money, such as real estate, FX, products, etc., and hints for choosing financial products
Tokyo stock market closing information Every Friday around 15:00
Familiar with the market...
[Program Information]
Investment professionals Hiroyuki Amano and Katsuyoshi Matsuzono share investment know-how and update investment information not only for Japanese stocks but also for each country
The stock information corner “Stock Information Bulletin LIVE” is provided in “The Money” after closing. In addition to hot market information after the Tokyo Market transaction has ended, it explains a wide range of information related to money, such as real estate, FX, products, etc., and hints for choosing financial products
Familiar with the market...
Translated
![Live streaming of stock information on the radio NIKKEI program “The Money” has started on moomoo!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240401/1711938594390-d878bad358.png/thumb?area=105&is_public=true)
![Live streaming of stock information on the radio NIKKEI program “The Money” has started on moomoo!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240401/1711938647921-2867cdd3d1.jpeg/thumb?area=105&is_public=true)
![Live streaming of stock information on the radio NIKKEI program “The Money” has started on moomoo!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240401/1711961642455-1179647466.png/thumb?area=105&is_public=true)
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