English
Back
Download
Log in to access Online Inquiry
Back to the Top

avatar
181691283 Private ID: 181691283
No profile added yet
Follow
    Entering the third year of the AI market boom.While there are voices expressing concerns about its sustainability, $NVIDIA (NVDA.US)$ on January 6th,closing at a record high since its listing.Reached an all-time high last week.Positive materials from leading customers and suppliers.In addition, expectations for Jensen Huang's CEO keynote address at the world's largest tech event, CES2025, also contributed to the rise in stock prices.At CES2025, expectations for CEO Jensen Huang's keynote address also contributed to the rise in stock prices.Jensen Huang's keynote address at CES2025 has led to expectations that have boosted stock prices.
    From CEO Huang's keynote address at CES2025, we enter the era of transitioning from generated AI to AI agents.Entering the era of AI agents from generated AI is highlighted in CEO Huang's keynote address at CES2025.AI is steadily expanding its applications.AI is steadily expanding its applications.Indicates that progress is being made.2025 may also be the 'Year of AI Semiconductors'.After confirming the latest trends in the AI semiconductor stock industry and Mr. Fan's keynote speech, I listed related stocks.
    Latest trends in the AI semiconductor industry.
    ~Plenty of good news from the beginning of the year~
    NVIDIA stock hit a new all-time high on a closing price basis on January 6, and other AI semiconductor stocks have generally seen strong stock prices since the beginning of the year. The main reasons are believed to be the following 3:
    1) Microsoft's massive investment plan
    2) Hon Hai Precision Industry's positive AI server outlook
    3) "CES2025...
    Translated
    NVIDIA hits record high! Is 25 years also the 'year of AI semiconductors'? Fuel refueling with CES2025 and Microsoft's massive investment.
    NVIDIA hits record high! Is 25 years also the 'year of AI semiconductors'? Fuel refueling with CES2025 and Microsoft's massive investment.
    NVIDIA hits record high! Is 25 years also the 'year of AI semiconductors'? Fuel refueling with CES2025 and Microsoft's massive investment.
    +1
    42
    It's the barking of a sore loser, you're finished if you still think of Tesla as just a car company.
    I've already positioned myself at $150 last year, so nothing anyone says can affect me.
    Translated
    @nonstop2tokyo:私はテスラのサイバーキャブは自動運転において、車を取り巻く業種や個人を構造的に変化させるものだと考えています。そもそも近い将来「タクシー業界」などという言葉すらオールドな感覚になると想像するといいかもしれません。sabuzeroさんが思い描いてるのはまだまだ現在の業界や構造に囚われている気がします。私は今の体制は大きく変わると信じています。それもすぐ近い将来に。

    街のそこら中に無人の自動運転車が走っていて、アプリなどで呼び出したら数分で目の前に来る。携帯をいじっている間に目的地に着く。それもかなり割安の代金やサブスクになる。そうなると個人用の車所有は要らなくなります。そもそも販売台数が〜などではなくそもそも車なんて売れない時代になるのです。

    逆を返すとここの戦争に勝てた数社のみがモビリティ業界を席巻できることになります。個人所有の車はスーパーカーなど中心にドライブの楽しみを享受するためのより娯楽に近い存在となるでしょう。

    オプティマスも同様に、例えば飲食店に従業員の代わりに置かれる、もしくはそのうち一家に一台の家事ロボットという感じになると思います。

    スカイラークグループなど大手飲食チェーンでで見る配膳ロボットはここ数年で急速に増えて今や当たり前の光景になりました。タイミーなども流行ってますが、そのレベルの仕事はこなせるようにすぐなります。

    ちなみに昨年10月のロボタクシーイベントでオプティマスは3万ドル以下になるとのことです。為替次第ですが、500万円以下になると思いますよ。

    新陳代謝を受け入れ新しい世の中を想像するといいぁもしれません。あくまでも個人の私見ですが...

    【Breaking News】Tesla delivered 490,557 Autos in Q4 2024, temporarily dropping by 5% after hours.
    MOOMOO users,Chinri Oskar Group's CEO and Chief Strategist,ofTomohiro Okawa,after that recoveryOutlook on the USA stock market in 2025We will provide valuable information!Anticipate the latest market trends and gather information that will be useful for future investment strategies.So, please take a look.
    First, US stocks are currently experiencing the same level of overvaluation as the "abnormal easing state."abnormal easing stateas high as in an "abnormal easing state".
    The domestic demand of the USA economy is showing strength beyond Financial Estimates.and this is becoming a significant factor supporting the Stocks market.
    Now, unprecedented in history, a "dimensionaleconomic situation is emerging. This unprecedented situation is a great opportunity for forward-thinking investors.big chanceI guess.
    In the US presidential election, Mr. Trump won by a landslide. In line with this, the " ultra-protectionist" policy is highly likely to be implemented, which is expected to have a significant impact on the market.
    The re-election of President Trump will bring about changes in various fields.Let's determine what kind of changes it will bring.Confirming.
    The reason why domestic demand and consumption in the USA are so strong is because, Asset effects.Thanks to this, even if the employment situation deteriorates somewhat, it is believed that consumption can be maintained.
    S&P 500 and NASDAQ are both important indicators of the US stock market, often used by investors to determine market trends.
    Translated
    In 2025, the US stock market has entered a "dimensional" phase! How long will the Trump "US superpower" market continue?
    In 2025, the US stock market has entered a "dimensional" phase! How long will the Trump "US superpower" market continue?
    In 2025, the US stock market has entered a "dimensional" phase! How long will the Trump "US superpower" market continue?
    +8
    67
    181691283 commented on
    ●注目銘柄:Thank you for your hard work today. Here is today's stock market overview. Thank you.
    The Nikkei average closed at 39,910.55 yen, up 304.75 yen from the previous trading day.
    Adtest approaches the untouched 8,000 yen mark, with major semiconductor manufacturing machine stocks gaining popularity across the board.
    SoftBank Group is thriving, following the sharp rise in ARM stock prices and jumping to the top in trading volume.
    INPEX - significant continued decline, as NY crude oil prices continue to fall due to downward revisions in demand forecasts.
    Metaplanet hits the daily price limit up, adding 1 billion yen to buy Bitcoin.
    ●Hot Stocks: $Advantest (6857.JP)$ $Lasertec (6920.JP)$ $SoftBank Group (9984.JP)$ $Inpex (1605.JP)$etc
    - Moomoo News Japan Stock Sherry
    Market Overview
    In today's Tokyo stock market, the Nikkei average stock price closed at ¥39,910.55, up ¥304.75 from the previous trading day, briefly reaching the million-yen level for the first time in about 3 months...
    Translated
    Tokyo Market Summary: Nikkei average continues risk-on, briefly recovers 0.04 million yen, expectations for artificial intelligence (ai) and semiconductor market.
    Tokyo Market Summary: Nikkei average continues risk-on, briefly recovers 0.04 million yen, expectations for artificial intelligence (ai) and semiconductor market.
    3
    9
    Mr./Ms. 181187406
    Thank you for using moomoo as always. Thank you for your app feedback.
    We will continue to strive to provide a better user experience in the future. Thank you for your continued support.
    Translated
    @181187406:レーティング変更内容が毎日のように前日と同じものがあります。もう少し真面目に仕事して下さい。せめて管理職がチェックして下さい。
    【Today's featured rating information】07/25 (Thu) publication: AAPL, MSFT, NVDA, etc.
    Good morning to all moomoo users!Here are the key points for this morning's report.
    ● [Tokyo Stock Market Forecast Range] 760,000 yen to 810,000 yen (closing price on the 17th: 796,180 yen)
    ● FRB quantitative tightening to end in 2025 - NY Fed presents two scenarios
    ● The yen is in the mid-154 yen range, keeping an eye on concerns of yen depreciation and a 34-year low in US interest rates
    ● NY Stocks Highlight: Selling pressure spreads to semiconductor-related stocks, affecting previous expectations
    ● EU cancels formal investigation into Microsoft's investment in OpenAI
    ● LME copper rises as risk appetite recovers - other nonferrous metals also rise
    Continued decline, as selling pressure increased amid waiting for Israel's counterattack = NY crude oil overview.
    - Moomoo News Amelia
    Market Overview
    In the U.S. stock market on the 17th, the Dow Jones Industrial Average fell by $45.66 compared to the previous trading day, closing at 31.7753 cents, a decrease of 0.03 million7753 cents. The NASDAQ Composite Index was down 181.878 points at 0.01 million5683.373. On the 18th, the Tokyo stock market was dominated by selling pressure amid conflicting views, and the Nikkei Stock Average was sold in the latter half of the 0.03 million7000 yen range...
    Translated
    [Morning report] Selling pressure on semiconductor-related stocks, pushing for revisions ahead of expectations, and LME copper rising - other nonferrous metals are also uniformly high.
    [Morning report] Selling pressure on semiconductor-related stocks, pushing for revisions ahead of expectations, and LME copper rising - other nonferrous metals are also uniformly high.
    [Morning report] Selling pressure on semiconductor-related stocks, pushing for revisions ahead of expectations, and LME copper rising - other nonferrous metals are also uniformly high.
    2
    6
    Good morning to all moomoo users!Here is the overview of this morning's market opening. Thank you.
    Market Overview
    In the Tokyo stock market today, the Nikkei Stock Average started at 39,892.59 yen, up 89.50 yen from the previous trading day, and the TOPIX started at 2,726.61, up 5.39 points.
    Top News
    Former BOJ Governor Kuroda describes current weak yen as "excessive" in NY speech.
    Former BOJ Governor Haruhiko Kuroda spoke at Columbia University in the US on the 1st. He commented that the BOJ's decision to lift the negative interest rate policy at the March monetary policy meeting was a first step towards normalization. He also noted that the current weakening of the yen is excessive.
    Targeting a yen appreciation of around 5 yen, strategists analyze the effects of yen buying intervention.
    If Japan's monetary authorities intervene to buy yen, strategists expect to aim for a yen increase of around 5 yen, as in 2022. Amid the depreciation of the yen, government officials are strengthening their measures against speculative movements. The yen has already fallen below the level seen in 2022 when the authorities intervened to buy yen for the first time in about 24 years against the dollar, reaching its lowest level in about 34 years last week.
    Fujitsu and Suzuki... Stock splits increase by 6 times, supporting the rise in Japanese stocks.
    ...
    Translated
    Nikkei starts 89 yen higher. Former Governor of the Bank of Japan, Haruhiko Kuroda, referred to the current depreciation of the yen as "excessive" during a speech in New York.
    Nikkei starts 89 yen higher. Former Governor of the Bank of Japan, Haruhiko Kuroda, referred to the current depreciation of the yen as "excessive" during a speech in New York.
    Nikkei starts 89 yen higher. Former Governor of the Bank of Japan, Haruhiko Kuroda, referred to the current depreciation of the yen as "excessive" during a speech in New York.
    +1
    7
    Hello to all moomoo users!Good work on the closing bell. Here is today's summary of the stock market. Thank you.
    Nikkei average closed at 39,803.09 yen, down 566.35 yen from the previous trading day
    Corporate inflation expectations exceed 2%, material that enhances the certainty of Bank of Japan's price target achievement
    Additional rate hike by Bank of Japan could be as early as October, service prices weakening - Professor Watanabe at University of Tokyo
    Open AI to establish its first Asia base in Tokyo, enhancing Japanese language support - Sources
    Rakuten Group begins discussions on financial business reorganization, maintains listing of Rakuten Bank
    Hot stocks: $Toyota Industries (6201.JP)$ $Denso (6902.JP)$ $Rakuten Group (4755.JP)$ $Mizuho Financial Group (8411.JP)$
    - Moomoo News Japan Stock Sherry
    Market Overview
    In today's Tokyo stock market, the Nikkei average stock price fell by 566.35 yen from the previous trading day to 39,803.09 yen, while the Tokyo Stock Price Index (TOPIX)...
    Translated
    Tokyo Market Summary: Nikkei average fell below 0.04 million yen, additional rate hike by Bank of Japan could be as early as October, service prices weakening - Professor Watanabe at University of Tokyo
    Tokyo Market Summary: Nikkei average fell below 0.04 million yen, additional rate hike by Bank of Japan could be as early as October, service prices weakening - Professor Watanabe at University of Tokyo
    6
    Hello, Moomoo users! Good work on the market close.Today's stock market summary is as follows. Thank you.
    The Nikkei Stock Average ended at 40,369.44 yen, up 201.37 yen from the previous trading day.
    Japanese stocks rebounded, buoyed by solid US economic indicators and buying in resource-related stocks.
    The end of electricity and gas subsidies could push up Japan's prices - BOJ policy is complex.
    In April, prices increased for 2,806 food items, including sausages, according to a private survey.
    Kobayashi Pharmaceutical saw a sharp rise in the afternoon, with a press conference starting around 2 o'clock.
    Hot Stocks: $Kobayashi Pharmaceutical (4967.JP)$, $Rohm (6963.JP)$etc.
    moomoo News Japanese Stocks Zeber
    Market Overview
    The Nikkei stock average on the Tokyo stock market today closed at 40,369.44 yen, up 201.37 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) closed at 2,768.62, up 17.81 points.
    Top News
    Japanese stocks rebounded on positive US economic indicators, with buying seen in resource-related stocks.
    On the 29th, the Tokyo stock market rebounded. The revised value of US consumer sentiment raised to the highest level since July 2021, exceeding the market's median forecast.
    Translated
    Tokyo market summary: Nikkei Stock Average rebounds, with buying in resource-related stocks and others.
    Tokyo market summary: Nikkei Stock Average rebounds, with buying in resource-related stocks and others.
    3