「次の目玉」は産業インフラ、投資先として高成長の分野に－ＫＫＲ
2024年9月10日 2:27 JST(一部抜粋)
インフラ部門世界責任者のアグラワル氏がインタビューで指摘
2040年までに100兆ドルのインフラ投資が必要に－同社試算
米投資会社ＫＫＲのインフラ部門グローバル責任者ラジ・アグラワル氏は、資産クラスにおける「次の目玉」は貯蔵施設やロジスティクスといった産業資産だとの見方を示した。
　　アグラワル氏は９日、バークレイズ主催の会議でインタビューに応じ、フォーチュン500企業は生産のために必要だが所有する必要のない産業資産を大量に抱えており、バランスシート強化に向けてこうした資産を売却する可能性があると指摘。「この先はこれが高成長の分野になる」と論じた。

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?
◆ $Datasection (3905.JP)$
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US interest rates don't fall easily, but they are in a downward direction, so they are piling up when interest rates rise.
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$

Hello Moomoo users!Tonight's insight on NY stock market.
Market Overview
The US market started with the Dow Jones Industrial Average, which is composed of high-quality stocks, falling by $118.71 to $38,528.39. The tech-heavy Nasdaq Composite Index, with a high tech stock ratio, started at 17621.18, down by 46.38 points. The S&P500 index, which consists of 500 large cap stocks in the US, fell by 9.66 points to 5424.08.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
FRB Divergence
The Federal Reserve Board (FRB) intends to decrease the extent of interest rate cuts this year, despite other countries already starting to ease, which appears to diverge internationally from the FRB.
According to Bloomberg Economics analysis, the decision by the FRB to keep interest rates steady causes concerns about adverse effects on exchange rate volatility, risking compromising the progress of lowering inflation rates.
Overview of the US market: Welcome slowdown in inflation = Cleveland Fed President Dow starts 118 points lower