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Good morning to all Moomoo users!Here are the key points of this morning's report.
● [Tokyo stock market forecast range] ¥6,400,000-¥6,800,000 (closing price on the 13th: ¥6,581,076.76)
● The probability of a 0.5% rate cut has increased to 67%, with some calling for a 0.75% cut.
The dollar-yen temporarily reached the 139 yen range, with a 32% probability of additional rate hikes by the Bank of Japan within this year.
● Oracle continues its 5-day rise, with several target stock price upgrades after the earnings announcement.
● Intel CEO announces new measures to cut costs and strengthen the semiconductor division.
● Apple falls, with concerns over iPhone 16 pre-order sales.
● ARM drops 6%, with expectations already factored in.
●ADR Japanese Stock Ranking ~ High and low vary.
- Moomoo news Julie
Market Overview
●Ahead of the FOMC on September 17-18, major stock indices have remained relatively unchanged. Among the various sectors, semiconductor stocks have seen a decline. Although there is no specific news, the probability of a 0.5% interest rate cut is increasing, but there is also a sense of uncertainty, causing tech stocks to be avoided.
On the 17th, in the Tokyo stock market, while the views on market strength and weakness were conflicting, the Nikkei average stock price was 0.03 million...
● [Tokyo stock market forecast range] ¥6,400,000-¥6,800,000 (closing price on the 13th: ¥6,581,076.76)
● The probability of a 0.5% rate cut has increased to 67%, with some calling for a 0.75% cut.
The dollar-yen temporarily reached the 139 yen range, with a 32% probability of additional rate hikes by the Bank of Japan within this year.
● Oracle continues its 5-day rise, with several target stock price upgrades after the earnings announcement.
● Intel CEO announces new measures to cut costs and strengthen the semiconductor division.
● Apple falls, with concerns over iPhone 16 pre-order sales.
● ARM drops 6%, with expectations already factored in.
●ADR Japanese Stock Ranking ~ High and low vary.
- Moomoo news Julie
Market Overview
●Ahead of the FOMC on September 17-18, major stock indices have remained relatively unchanged. Among the various sectors, semiconductor stocks have seen a decline. Although there is no specific news, the probability of a 0.5% interest rate cut is increasing, but there is also a sense of uncertainty, causing tech stocks to be avoided.
On the 17th, in the Tokyo stock market, while the views on market strength and weakness were conflicting, the Nikkei average stock price was 0.03 million...
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After being included in the S&P 500 stock price index, $Palantir (PLTR.US)$ showed a significant increase on the first day. However, there are certainly examples of popular stocks continuing to soar immediately after the announcement. For example, $Tesla (TSLA.US)$ saw its stock price soar by about 70% in 2020 after entering the S&P.
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...
Just because a stock is included in the S&P 500 does not guarantee that the stock will perform well in the long or short term. For example, $Super Micro Computer (SMCI.US)$ has plummeted since being added to the S&P 500 index earlier this year.
Long-term outlook
The extent to which Palantir's stock price will rise in the next few years will be greatly influenced by whether the company can accelerate its revenue growth, rather than whether it is included in the S&P 500 index. The main reason is valuation, as the stock is trading at a forward price-to-earnings ratio of more than 23 times the analyst's estimate for 2025. Sales in the second quarter ...
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$Super Micro Computer (SMCI.US)$ It is expanding its share in the AI server market, although it is small. Analysts at Bank of America believe that the company's market share isIt is expected to expand from 10% in 2023 to 17% in 2026.Keybanc Capital Markets analyst Thomas Blakey is even more bullish, predicting a market share of 23% this year.
Supermicro was hit with a double punch of bad news last week. First, the companyHindenburg ResearchThe subject of a report issued by bank of america corp, highlighting accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the annual report submission would be delayed.
According to analysts at JP Morgan, it is important to note that the short report has been lingering in suspicion and lacks evidence. Most of the suspicions are regarding existing, already known issues, and the report lacks detailed information about the suspected misconduct.
Supermicro was hit with a double punch of bad news last week. First, the companyHindenburg ResearchThe subject of a report issued by bank of america corp, highlighting accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the annual report submission would be delayed.
According to analysts at JP Morgan, it is important to note that the short report has been lingering in suspicion and lacks evidence. Most of the suspicions are regarding existing, already known issues, and the report lacks detailed information about the suspected misconduct.
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$NVIDIA (NVDA.US)$
昨日あまりの地合いの悪さに126ドルで利確しましたがはっきりいって超のつく好決算!!!
まだまだ成長が見込める超成長企業で間違いない。今回落ちたのは過剰な期待感(個人に買わせる動きが顕著)と詳細知らんけど $Super Micro Computer (SMCI.US)$ の決算発表遅延騒動(企業名クソダサい…)で地合いが悪いためであり企業の問題ではないと分析。🇺🇸の祝日終わったら即反発全然あり得る決算内容なので近いうちまた再インします🔥🔥
ただ今回の好決算下落騒動がナス、テック系全体の暴落につながると地合いの悪さを1−2ヶ月まで引きずる可能性もあるため火傷しないよう順張りで様子見買いしつつ年末までヘルスケア、消費財、エネ部門へ移行するかも
米株で注目企業はこのあたり!
$Nike (NKE.US)$ $Coca-Cola (KO.US)$ $Chevron (CVX.US)$ $Exxon Mobil (XOM.US)$ $AstraZeneca (AZN.US)$
昨日あまりの地合いの悪さに126ドルで利確しましたがはっきりいって超のつく好決算!!!
まだまだ成長が見込める超成長企業で間違いない。今回落ちたのは過剰な期待感(個人に買わせる動きが顕著)と詳細知らんけど $Super Micro Computer (SMCI.US)$ の決算発表遅延騒動(企業名クソダサい…)で地合いが悪いためであり企業の問題ではないと分析。🇺🇸の祝日終わったら即反発全然あり得る決算内容なので近いうちまた再インします🔥🔥
ただ今回の好決算下落騒動がナス、テック系全体の暴落につながると地合いの悪さを1−2ヶ月まで引きずる可能性もあるため火傷しないよう順張りで様子見買いしつつ年末までヘルスケア、消費財、エネ部門へ移行するかも
米株で注目企業はこのあたり!
$Nike (NKE.US)$ $Coca-Cola (KO.US)$ $Chevron (CVX.US)$ $Exxon Mobil (XOM.US)$ $AstraZeneca (AZN.US)$