Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average started at 37797.06 yen, 358.45 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2683.32, 20.86 points higher.
Top news
The Bank of Japan is watching closely to see if there are hawkish messages from the view that monetary policy will be maintained - due to the deep-seated depreciation of the yen
The Bank of Japan is expected to decide on maintaining the current state of monetary policy at this week's monetary policy meeting. As the depreciation of the yen progresses to the level for the first time in 34 years, it has become one of the concerns of the market whether there are hawkish messages aimed at additional interest rate increases at the press conference of President Kazuo Ueda, etc.
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[Dollar to yen exchange rate] Yen is low for the first time in 34 years, and awareness of interest rate differences between 154 yen and 80 sen is back
Mitsubishi Corp. and Honda... share buybacks of listed companies, first 10 trillion yen support for Japanese stocks
The share buybacks of listed companies in fiscal 2023 exceeded 10 trillion yen for the first time, reaching a record high for the second year in a row. In addition to strong performance, the background is that there has been a shift to management that emphasizes capital efficiency. Japan as the main buyer...

Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,500 yen - 40,100 yen (3-day closing price 39,451 yen 85 sen)
● [US Market Conditions] S&P 500 backlash, sense of relief at Fed chairman's remarks - around 151 yen 70 yen
● A sense of alarm about the rekindling of US inflation The yen exchange rate is 152 yen, gold is the highest price
● Apple Seeks Entry into Home Robots - “Next Focus” After Abandoning EVs
● At the critical moment approaching Tesla, caution spreads among investors due to falling stock prices
● TSE relaxes standards to promote active ETFs and encourages entry of management companies
ー MooMoo News Mark
Market Overview
In the US stock market on the 3rd, the NY Dow Jones Industrial Average continued to fall for 3 days to 39,127 dollars 14 cents, 43 dollars 10 cents lower than the previous business day. The Nasdaq Composite Stock Price Index rose 37.009 points to 16,277.458. Buybacks dominated the Tokyo stock market on the 4th, centered on major stocks, and there is a high probability that the Nikkei Stock Average will turn into a rebound led by futures.
Top news
[US Market Conditions] S&P 500 backlash, sense of relief at Fed chairman's remarks - around 151 yen 70 yen
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Summary
エヌビディア：支配的地位維持で、業績拡大続くか
Products equipped with Blackwell, including "B200", are scheduled to be provided to tech giants in the latter half of this year. Therefore, the contribution to performance will start from 2025 (by January 2026, NVIDIA will report earnings).Products equipped with Blackwell, including "B200", are scheduled to be provided to tech giants in the latter half of this year. Therefore,the contribution to performance will start from 2025(by January 2026, NVIDIA will report earnings)Considering the ongoing investment in AI by major tech companies, NVIDIA's performance growth is expected to continue.
Stock priceDue to the rapid riseThere is expected to be fluctuations due to profit-taking selling pressure, end-of-period position adjustments, and movements aimed at the $1,000 level.However,Considering that the valuation is at the historical average level (not expensive), it would be a good opportunity to buy on the dips during adjustments.
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$NVIDIA (NVDA.US)$Jensen Huang, CEO of Nvidia.Spoke passionately about AI generation in front of an audience of over 0.01 million people at the keynote speech of "GTC 2024" on March 18.Emphasized the development of the world's most powerful AI semiconductors.、At the event, Nvidia unveiled its strongest AI semiconductors.On that day, Nvidia's stock price remained 0.7% higher.
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This article uses automatic translation for some of its parts
Goldman Sachs predicts that US companies' share buybacks will reach 925 billion dollars, an increase of 13% this year, and this is expected to be an important upward factor in US stocks. In the long run,NASDAQ US Buyback Achievers™️ quotientSince it was announced on 2006/12/20 with a standard value of 4,694.06518327,Achieved an increase of over 331%I did. Meanwhile, $S&P 500 Index (.SPX.US)$ It rose nearly 263% over the same period.
The NASDAQ US Buyback Achievers ™️ Index consists of US securities issued by companies that have implemented a net reduction of 5% or more in issued shares in the last 12 months.
$S&P 500 Index (.SPX.US)$ It is an ETF linked to $SPDR S&P 500 ETF (SPY.US)$ It is an ETF linked to the NASDAQ US Buyback Achievers ™️ Index $Powershares Exchange Traded Fd Tst Buyback Achievers (PKW.US)$Comparing 200...