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182251542 Private ID: 182251542
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    182251542 commented on
    The United States announced at 22:30 on January 5, 2024unemployment rateIs3.7%That was it. This is the unemployment rate for 2023/12 last year. It is the lowest value in 20233.4%Compared to, there is an upward trend, but in the last 5 months
    Unemployment rate announced in September3.8%
    October unemployment rate announced3.8%
    Unemployment rate announced in November3.9%
    Unemployment rate announced in December3.7%
    Unemployment rate announced in January3.7%(this time)
    If you take it from a more microscopic perspectiveunemployment rateIt's going down. The unemployment rate is not higher than market predictions, and the labor market is too strongInterest rate cuts won't happenIsn't it? Suddenly from speculation that policy interest rates would remain high,Stock depreciationThere is also a possibility that you will touch it, so be careful not to be too optimistic in the future. I wrote in last year's postunemployment rateThey said they would be reluctant to raise it, so the development is as expected. From a longer-term perspectiveunemployment rateIf you look at it after 19604% or less for 25 consecutive monthsSince it never remained at a low level, it is certain that US employment is strong. It was announced at the same timing as the unemployment rateNFP(number of people employed in the non-farm sector)216,000 peopleThat was it. In the last 3 months
    November NFP announced150,000 people
    NFP announced in December173,000 people
    NFP announced in January216,000 people(this time)
    This one is also unemployed...
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    182251542 commented on
    As part of the government's economic measures,Support for approximately 2 trillion yen to strengthen semiconductor production capacityThe supplementary budget plan for fiscal 2023, which incorporates things to do, was decided by the cabinet on the 10th. This is a 50% increase from 1.3 trillion yen last year. It seems that the search for related stocks that could benefit will expand.
    As for the specific details of the support that has been reported, it aims to manufacture advanced semiconductorsLapidas prototype lineYa $Intel(INTC.US)$Approximately 650 billion yen was recorded for the development of research centers and the design of advanced semiconductors. $Taiwan Semiconductor(TSM.US)$Approximately 770 billion yen will be prepared for construction costs etc. of Kumamoto Plant 2. Also, it is used for construction costs of the Miyagi Plant of Taiwan Foundry and Power Crystal Electronics Manufacturing (PSMC), semiconductor manufacturing equipment, electric vehicles (EVs), etc.power semiconductorAbout 460 billion yen will be added to
    The companies that have invested in Lapidas are KIOXIA, $Toyota Motor(7203.JP)$,...
    Translated
    What brands will benefit from government semiconductor support? 2 trillion yen to strengthen domestic production, supplementary budget plans decided by the cabinet by Lapidas and TSMC
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