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181650672 Private ID: 181650672
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    NVIDIA: Will business continue to expand by maintaining a dominant position
    Products equipped with Blackwell, starting with the “B200”It is scheduled to be offered to tech giants later this year. Therefore,Contributions to business results will begin in 2025It will be (2026/1 fiscal year, NVIDIA will be settled in January).Based on the fact that major tech companies continue to invest in AI, it is expected that NVIDIA's business performance will continue to expand.
    What is the stock priceDue to a sharp riseProfit determination Fluctuations are also expected due to selling pressure, year-end position adjustments, and movements looking at the $1,000 markbutBased on the fact that the valuation is at the past average level (not overpriced), the time of adjustment would be an opportunity to buy specials.
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    $NVIDIA(NVDA.US)$CEO Jensen Huang ofis the keynote speech for “GTC 2024” on March 18, in front of an audience of over 10,000 peopleTalk passionately about generative AI、Showcasing the world's strongest AI semiconductorI did it. On that day, NVIDIA's stock price remained 0.7% higher.
    E...
    Translated
    “NVIDIA Special Feature” The awesomeness shown in “GTC 2024,” stock price reactions, and related stocks
    “NVIDIA Special Feature” The awesomeness shown in “GTC 2024,” stock price reactions, and related stocks
    “NVIDIA Special Feature” The awesomeness shown in “GTC 2024,” stock price reactions, and related stocks
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    To the Magnificent Seven of the seven giant tech companies that have led the rise in US stocks“loser”has surfaced.Two companies, Apple and TeslaThat's it.
    If you check Magnificent Seven's year-to-date performances (until 3/21), $NVIDIA(NVDA.US)$has risen 85%, and following last year, it maintained the leading position of the “winning team.” Then $Meta Platforms(META.US)$ has risen 43%, $Amazon(AMZN.US)$ has risen 17%, $Microsoft(MSFT.US)$is up 14%, $Alphabet-A(GOOGL.US)$ has risen 6%. Meanwhile, $Apple(AAPL.US)$ fell 11%, $Tesla(TSLA.US)$has fallen 30%, and the decline is prominent.
    Why did Tesla and Apple stock prices fall in the first place?
    Looking for what the two companies have in common,Decline factorssurfaced...
    Translated
    Pushing for the losers Apple and Tesla?
    Pushing for the losers Apple and Tesla?
    Pushing for the losers Apple and Tesla?
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    181650672 liked and commented on
    In the world60,000 brandsIt exists!
    It is difficult to select stocks after carefully researching all companies. So, famous investorsWarren BuffettLet's take a look at it by referring to the brand selection philosophy of
    1. Choose a company you can understand
    Warren Buffett emphasizes having a deep understanding of companies. By having an understanding of the investee's business model and industry, it is possible to minimize risk and make accurate investment decisions. One of the reasons Buffett invested in Coca-Cola and achieved success was that it was a familiar product, and it was easy to understand the business.
    2. Select high quality companies
    Buffett focuses on high quality companies that are competitive and generate sustainable profits. Companies with competitive advantages, such as strong brands, are resistant to market fluctuations and can be expected to grow steadily.
    3. Focus on the quality of the CEO and management team
    A good management team is essential for a company's success. Buffett evaluates the quality of CEOs and management teams and invests in companies with reliable and visionary leadership.
    4. Stock price rather than actual value...
    Translated
    Walk Warren Buffett's path to success! Build your own portfolio with stock selection strategies
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    Good morning to all Moomoo users!Here are the key points of this morning's first report.
    ● [Tokyo Stock Exchange Rate Forecast Range] The Japanese market is closed due to public holidays (Labor Thanksgiving Day)
    ● Expected inflation forecast for the University of Michigan in November 1 year ahead, accelerated to 4.5%
    ● New US unemployment insurance claims, drastic decline since June - first decline in 2 months of continuous beneficiaries
    ● U.S. Durable Goods Orders Decreased More Than Expected in October - Due to Decrease in Commercial Aircraft Orders
    ● American companies are unable to resolve concerns about deteriorating business performance, and profit increased 4% in the previous quarter
    ● Tesla judge finds doubt in “autonomous driving” defect recognition lawsuit
    — MooMoo News Zeber
    Market Overview
    On the 23rd, the Dow Jones Industrial Average ended at 35273.03 dollars, which rose 184.74 dollars. The Nasdaq Composite Stock Price Index, which has a high tech stock ratio, ended at 14265.86, 65.88 points higher. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, ended at 4556.62, an 18.43 point increase. The Japanese market is closed for public holidays (Labor Thanksgiving Day).
    Top news
    Expected inflation rate for the University of Michigan in November 1 year ahead of the US accelerates to 4.5%
    Michigan in the US...
    Translated
    [Morning Report] US Inflation Expectations Rise, Yields Rise, New US Unemployment Insurance Claims Drastic Decline Since June
    [Morning Report] US Inflation Expectations Rise, Yields Rise, New US Unemployment Insurance Claims Drastic Decline Since June
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     This year, I've seen TV news and newspaper headlines many times that interest rates are rising in both Japan and the US. There are short-term interest rates and long-term interest rates for “interest rates.”
     Short-term interest rates are interest rates determined by the monetary authorities of each country, so they are called “policy interest rates.” On the other hand, real interest rates on government bonds have a strong impact on long-term interest rates. As long-term interest rates rise, loan interest rates when buying a car or real estate increase, so it has a direct impact on the lives of general consumers. If loan interest rates that are formed when buying a car or real estate go up, it becomes difficult to buy real estate such as a car or house. Therefore, a rise in long-term interest rates will be a headwind against business results for industries related to automobiles and real estate.
     On the other hand, for banks that lend money, it has been said that rising interest rates will boost profits. First, let's take a look at the stock prices of American megabanks.
     Figure 1 is a stock price chart of the American megabank “Bank of America.” The left end of the chart shows stock prices up to the most recent in January 2022. Note that the yellow curve in the chart is a 200-day moving average. On TV shows that cover Japanese and American stock investments...
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    Bank stocks in Japan and the US
    Bank stocks in Japan and the US
    Bank stocks in Japan and the US
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    181650672 reacted to
    Recently, rising yields on US bonds have become a big topic of conversation. In particular, the news that US 10-year bond yields temporarily exceeded 5% on October 23 brought great turmoil to the market. But what do US bonds actually look like? This time, I will briefly tell you the basics of US bonds.
    What are US bonds
    US bonds are bonds issued by the American government. This is a security that promises to be repaid to our investors with interest rates in the future when the government borrows funds. In general, it is unlikely that the US government's finances will go bankrupt, so it is regarded as a low-risk, safe asset, and has garnered the trust of investors around the world.
    Relationship between yield and price
    As yields on US bonds rise, the price of existing bonds falls. Because new bonds offer higher interest, existing bonds (lower interest) lose their appeal. Conversely, if yields fall, prices will rise.
    In addition to having a high circulation volume, US bonds also have a strong influence on the market, and they are also a standard for deciding loan and deposit interest rates and corporate bond issuance conditions for banks within the United States. Interest rates are the momentum for investment by companies and investors, and the level of mortgages...
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    What exactly are US bonds? How do I invest?
    What exactly are US bonds? How do I invest?
    Aim for 100 million people ✨✨✨
    Thank you for your support
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    We are currently running a campaign to commemorate the launch of the US stock trading service! Check it out soon>>
    At the start of the service,President and CEO of Moomoo Securities Izawa FranciscowithFamous investors @PAN-USPANThey will talk passionately about the future of the US stock market. Furthermore, I will explain the appeal of US stock trading at Moomoo Securities.
    Date: 9/20 (Wed) starting at 20:30
    In this conversation, we'll dig deeper into the following points:
    - The latest outlook for the US stock market
    - AI-related stock trends and investment points
    - How to find stocks that have the potential to come after NVIDIA
    - The appeal of US stock trading at Moomoo Securities
    Special events
    @PAN-USPAN will unravel his own investment philosophy and disclose how to find notable stocks. Viewers will also have a chance to get a “Generative AI Investment Guide” report containing information on 5 notable stocks carefully selected by PAN!
    Recruiting!
    At the end of the live stream, questions from viewers will be answered by lottery. If you have any questions, please ask them in the comments in advance.
    Don't miss the live stream! m...
    Translated
    米株市場の展望とAI関連株、NVIDIAの次に来る株は?
    Sep 20 06:30
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