マークの米国株投資
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Defense-related stocks are maintaining an upward trend despite volatile price movements.to remain.in addition to the government's policy of increasing defense spendingand former Defense MinisterPrime Minister Ishiba's cabinet establishmentやand the reelection of President Trump in the US presidential electionThe tailwind continues for related stocks. It is expected to remain a target of the 'Trump Trade' as President Trump intensifies the US-China confrontation and other anticipated factors.The 'Trump Trade'is likely to continue.South Korea's "State of Emergency"in addition to tensions over naval deployments,intensification of relations between China and TaiwanThere are also many headlines related to security.
In addition,The relationship between the defense industry and Artificial Intelligence (AI) is deepening.and there are signs of deepening. OpenAI, which develops interactive AI,a U.S. company, announced in early December a partnership with a startup in military technology to provide technology for anti-drone defense systems for the U.S. military.OpenAI, which has prohibited military use of its AI, has shifted its policy to allow some military applications. As a defense-related stock,the utilization level of AI technologyfor anti-drone defense systems for the U.S. military.is increasing.も注目ポイントとなりそうだ。上昇トレンドにある7銘柄とレンジ内で推移している出遅れ気味の4銘柄をピックアップした。
大手重工を中心に上場来高値を更新
In the contract amount performance with the Defense Equipment Agency for the fiscal year 2023,...
In addition,The relationship between the defense industry and Artificial Intelligence (AI) is deepening.and there are signs of deepening. OpenAI, which develops interactive AI,a U.S. company, announced in early December a partnership with a startup in military technology to provide technology for anti-drone defense systems for the U.S. military.OpenAI, which has prohibited military use of its AI, has shifted its policy to allow some military applications. As a defense-related stock,the utilization level of AI technologyfor anti-drone defense systems for the U.S. military.is increasing.も注目ポイントとなりそうだ。上昇トレンドにある7銘柄とレンジ内で推移している出遅れ気味の4銘柄をピックアップした。
大手重工を中心に上場来高値を更新
In the contract amount performance with the Defense Equipment Agency for the fiscal year 2023,...
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マークの米国株投資
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This article uses automatic translation in part.
Over the past 2 years, the spot gold price has risen by approximately 50%. Additionally, this year saw a series of positive factors driving up the price. On October 30th, the spot gold price reached a record high of $2,788.5 per ounce.
Outlook for the gold price in 2025
ゴールドマンは、2025年には金が最も注目すべき商品になると指摘。ゴールドマンとバンカメは、マクロ経済の先行き不透明感とリスク回避を背景に、インフレと地政学リスクに直面する「最善の取引」であるとコメントした。また、ゴールドマンは金の価格は2025年末までに1オンスあたり3,000ドルに上昇、バンカメは2025年下半期に3,000ドルを突破と予想している。金価格を押し上げる構造的要因は中央銀行による需要の増加、景気循環的要因はFRBによる利下げである。主なリスクは金利上昇とドル高となる。
またUBSは、金は現在、その「適正価値」よりも高い水準で取引されているが、世界的なリスク回避傾向の高まりや、分散投資の必要性につれ、この割高感は合理的、投資ポートフォリオにおいてより魅力的な存在と強調した。強気の...
Over the past 2 years, the spot gold price has risen by approximately 50%. Additionally, this year saw a series of positive factors driving up the price. On October 30th, the spot gold price reached a record high of $2,788.5 per ounce.
Outlook for the gold price in 2025
ゴールドマンは、2025年には金が最も注目すべき商品になると指摘。ゴールドマンとバンカメは、マクロ経済の先行き不透明感とリスク回避を背景に、インフレと地政学リスクに直面する「最善の取引」であるとコメントした。また、ゴールドマンは金の価格は2025年末までに1オンスあたり3,000ドルに上昇、バンカメは2025年下半期に3,000ドルを突破と予想している。金価格を押し上げる構造的要因は中央銀行による需要の増加、景気循環的要因はFRBによる利下げである。主なリスクは金利上昇とドル高となる。
またUBSは、金は現在、その「適正価値」よりも高い水準で取引されているが、世界的なリスク回避傾向の高まりや、分散投資の必要性につれ、この割高感は合理的、投資ポートフォリオにおいてより魅力的な存在と強調した。強気の...
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マークの米国株投資
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$SoFi Technologies (SOFI.US)$
I can't find the stocks I want to buy, so maybe I'll add more purchases 😅
I can't find the stocks I want to buy, so maybe I'll add more purchases 😅
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Assuming office as U.S. President in January 2025Mr. TrumpandcybersecurityOne word that connects'Attack'towards external entities.”攻撃的”なトランプ氏が再選された後、サイバー攻撃から企業や組織を守るサービスを提供するサイバーセキュリティ関連銘柄の株価は15%~30%上昇した。その間、S&P500指数の上昇率は7%弱にとどまっている。
The stock market is beginning to factor in the "America First" policy.Possibly, as a result of President Trump's reelection, there may be an increase in cyber attacks targeting the US government and businesses.From 2025, it is also anticipated that the introduction of AI will shift from hardware to software, which may further drive the expansion of cybersecurity demand surrounding AI.Increased cyber attacks targeting the US government and businesses may be looming due to President Trump's potential reelection.It may be possible. From 2025, the introduction of AI is also expected to shift from hardware to software.The expansion of cybersecurity demand related to AI could serve as a tailwind.It seems like it.
This time,The second installment of "2025 focus US stocks" (*) decided to focus on cybersecurity-related stocks. based on performance outlook, valuation, and deviation from the average target price, we selected "Cybersecurity stocks 5 selections". Cybersecurity Stock 5 Selections was picked up.
(*)The first installment is 【High Dividend US Stocks to Watch in 2025】Five stocks with consecutive dividend increases and a strong yield of 4.5%! Both performance and stock prices are solid.Please refer to the 'Global X Cybersecurity ETF'.
The stock market is beginning to factor in the "America First" policy.Possibly, as a result of President Trump's reelection, there may be an increase in cyber attacks targeting the US government and businesses.From 2025, it is also anticipated that the introduction of AI will shift from hardware to software, which may further drive the expansion of cybersecurity demand surrounding AI.Increased cyber attacks targeting the US government and businesses may be looming due to President Trump's potential reelection.It may be possible. From 2025, the introduction of AI is also expected to shift from hardware to software.The expansion of cybersecurity demand related to AI could serve as a tailwind.It seems like it.
This time,The second installment of "2025 focus US stocks" (*) decided to focus on cybersecurity-related stocks. based on performance outlook, valuation, and deviation from the average target price, we selected "Cybersecurity stocks 5 selections". Cybersecurity Stock 5 Selections was picked up.
(*)The first installment is 【High Dividend US Stocks to Watch in 2025】Five stocks with consecutive dividend increases and a strong yield of 4.5%! Both performance and stock prices are solid.Please refer to the 'Global X Cybersecurity ETF'.
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In conjunction with the release of the new issue of the corporate Shikiho, a live show will be held to uncover hidden gems!! In addition to announcing and presenting over 20 stocks pre-discovered by Katsuo, there will be a Q&A session, giveaways, and many more such as tips for checking benefits on the MOOMOO app!
※※Viewing is limited to those who have opened an account※※
Click here to open an account
>>How to apply for account opening - MOOMOO Securities
※It may take several business days, so please do it as soon as possible!!
※※Viewing is limited to those who have opened an account※※
Click here to open an account
>>How to apply for account opening - MOOMOO Securities
※It may take several business days, so please do it as soon as possible!!
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【Shikiho Publication】Live Discovery of Hidden Gem Stocks!!
Dec 18 20:00
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$Direxion Daily NVDA Bull 2X Shares (NVDU.US)$
Direxion is dangerous. I won't touch it again.
Direxion is dangerous. I won't touch it again.
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$T-Rex 2X Long MSTR Daily Target ETF (MSTU.US)$
Today, MSTR is down by 2.72% and MSTU is down by 5.21%, with MSTU's decrease being less than twice that of MSTR. Is it unusual?
Today, MSTR is down by 2.72% and MSTU is down by 5.21%, with MSTU's decrease being less than twice that of MSTR. Is it unusual?
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Google has announced Android XR, a new operating system designed for headsets and smart glasses, developed in collaboration with Samsung.
The first device to utilize Android XR will launch with Samsung’s Project Moohan in 2025.
https://www.androidauthority.com/google-android-xr-smart-glasses-3507251/
The first device to utilize Android XR will launch with Samsung’s Project Moohan in 2025.
https://www.androidauthority.com/google-android-xr-smart-glasses-3507251/
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$NVIDIA (NVDA.US)$
Producer Price Index PPI shows signs of lingering inflation.
Amid a tense atmosphere, all three major US indexes are down.
This decline may not be as severe here.
Producer Price Index PPI shows signs of lingering inflation.
Amid a tense atmosphere, all three major US indexes are down.
This decline may not be as severe here.
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