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ウィルダネス Private ID: 181645971
米株初心者🔰とりあえずダン平均
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    おはようございます
    株相場強いですね〜CPIを前にしてもこの動き
    今日のCPIは若干の上振れ予想で既に折り込み済みか?変に上振れし過ぎなければイベント通過で強い相場に。
    半導体関連買い戻されてきましたね
    日経先物も強い動きです
    ただそれでもCPI前なので一時的にポジジョン利確の動きはあると思いますので短期のポジジョンは半分利確します
    CPI通過でまた投入して決算までは強気でいきます
    今のところ過去の統計通りの動き
    それでは今日から関東は雨模様ですが涼しくなるとプラスに考え、今日も相場を楽しみましょう
    $Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US)$
    L68行きましたね
    嬉しいけど、いくつかの気になってる点があり、今夜からは警戒感をより一層強く持ったほうが良さそうかも夜逃げの準備も必要かも
    市場が、利下げ観測でブル傾向になってるから警戒感持ったほうがいいね
    今夜、CPIで予想より強い内容になれば、利下げ観測が後退する可能性があります。
    12日からは大手銀行の決算発表があり、市場の高い期待に応えられなければ、高値圏にある株式市場を圧迫する恐れがあります
    それに大統領選の先行き不透明感が強まっています
    もう一つ気になる点は、Lのチャートなんだけどね
    今夜は特に警戒感を持ったほうがいいかも
    5
    It was reported on Wednesday that a bipartisan coalition of US senators revealed a congressional stock trading ban plan to prevent lawmakers from using insider information.
    Four members of Congress, Senators John Ossoff (Democratic Party, Georgia), Gary Peters (Democratic Party, Michigan), Josh Hawley (Republican Party, Montana), and Jeff Barkley (Democratic Party, Oregon), presented draft legislators at the Capitol.
    If approved, purchases of shares and other target investments by members of parliament will be suspended, and sales of shares by members of parliament will be prohibited 90 days after enactment of the bill, NBC News reports, citing the background bill.
    Also, from 2027/3, stock trading will also be prohibited for lawmakers' spouses and dependent children. In addition to the president and vice president, members of parliament will also be required to withdraw their hands from all target investments starting 2027.
    The article reports that when these rules are violated, the higher of the lawmaker's monthly salary or 10% of the asset value in violation of the law is subject to penalties.
    Translated
    AI SemiconductorsrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC(6701.JP)$Ya $Hitachi(6501.JP)$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market value of 5 billion yen or more and less than 1 trillion yen).
    ★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
    $Datasection(3905.JP)$
    ...
    Translated
    Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!
    Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!
    Who is the top runner in “AI small to medium cap stocks”? There are also explosive stocks that have risen 460% since the beginning of the year! Expect rapid growth after turning into surplus!
    +1
    DAX rose 0.3 percent to trade in the 18290 dollar range, rebounded from two consecutive negative sessions, and followed the rise of European peers.
    US Federal Reserve (Fed) Chairman Powell's remarks at the parliament and news from France are also attracting attention.
    In terms of companies, Porsche (4.4%), Bonovia (1.9%), Kiagen (1.3%), and Adidas (1.2%) occupied the top positions, while VW (-2.1%), BASF (-1%), and MTU aero engines (-1%) declined the most.
    Translated
    That's all the titles for this time! (lol)
    The content is painful for those who actually suffered losses, but even so, I think it's important to make use of it next time. So I'll write it.
    I've talked about it over and over again in the video, and I've been saying the same thing every time for the past 2 years,There was almost no such thing as lowering ETF exchange sales to generate distributions this time either。
    It's not that it hasn't happened... it's that although there is an impact, of course, there is a movement to make up for it and avoid it, and more than that, it means that you can't beat the situation and mood at that time with just the right amount of money.The market will be factored in to this extent。
    Assuming that sales demand of about 1.2 trillion yen will come out from 1 trillion yen on the 8th and 10th this time, I think there were many people who thought that this would cause selling pressure and stock prices would drop. Every time, analysts and economists call this repeatedly in the media, so that probably has an impact.
    However, as a medium, it is necessary to convey facts, and since the content is catchy, which is even easier to understand, various commentators explain this every year in July.
    That said,I'm not saying “going down”. of course that kind of content...
    Translated
    The ETF exchange selling trap that had no impact this time either
    The ETF exchange selling trap that had no impact this time either
    $Hawaiian Electric Industries(HE.US)$
    Because this stock is a stock I was investing in for reconstruction I'll keep holding it with the 📣 feeling of support
    Translated
    2
    $Astera Labs(ALAB.US)$
    Isn't it time to buy now that it's below the Morning Star rating? Initially, this stock, which was described as “MiniNVIDIA” (limited to Moomoo Securities), can be appreciated even more.
    Translated
    Is the reward rate for investment trusts slowly declining and spreading actively - “Orcan” is the instigator
    2024/7/10 7:00 JST (some excerpts)
    Decreased from 0.43% in fiscal year 23 and 0.52% in fiscal year 14 - the passive ratio rose
    If the rate is low, it is a factor that puts pressure on profits; if the rate is high, product governance is questioned
    The rate of remuneration received by management companies in the public investment trust market is declining. The background is the rise in popularity of passive investment trusts, where low cost is one characteristic, but there is also a possibility that the wave of declining reward rates will extend to active investment trusts that compete with management power in the future.
    Translated