$Toyota Motor (7203.JP)$、 $Honda Motor (7267.JP)$、 $Nissan Motor (7201.JP)$The interim financial results for the domestic big 3 automobile companies in March 2025 (April-September) clearly reflected the current severe situation.
All three companies experienced a decrease in sales volume compared to the previous year, with a decline in the operating profit and operating profit margin, reflecting their earning power.。Nissan's net profit has fallen into the red.All three companieshave been forced to lower their financial estimates for the year's passengers carried.
In response, the USA $Tesla (TSLA.US)$expanded its operating profit, returning the operating margin to double digits. China $BYD COMPANY (01211.HK)$has surpassed Tesla's quarterly revenue and surpassed Honda and Nissan in passengers carried.
Domestic three companies' stock prices have dropped by about 20-30% since July, contrasting sharply with the soaring Tesla during the Trump Rally. Efforts towards a reversal strategy by each company are also introduced.
All three companies saw a decrease in passenger carried and profits, with Honda and Nissan lowering their full-year financial estimates.
Second quarter (July-September...

「The demand for Blackwell is very, very strong. CEO Jensen Huang is calling it 'crazy.' In response, we are increasing production capacity.This was stated by the chairman of Hon Hai Precision Industry, which assembles servers with NVIDIA AI semiconductors. The strength of demand for AI semiconductors is supported by the revenue of TSMC, which produces AI semiconductors. In response to the strong demand shown by related companies and CEO Jensen Huang's statements.NVIDIA shares break higher from a triangular consolidation.Done.
This time,Pick semiconductor stocks that have relatively high correlation with NVIDIA in terms of performance and stock price.Done.
NVIDIA shares break higher from a triangular consolidation.
In addition to the strong demand for AI semiconductors, CEO Jensen Huang emphasized the high energy efficiency of Blackwell.NVIDIA shares break higher from a triangular consolidation.The closing price on October 9th was $132.65, approaching the highest point of $140.76 set on June 20th. $NVIDIA (NVDA.US)$ isB...

$CBOE Volatility S&P 500 Index (.VIX.US)$
Is the Trump brand being sold...

$Alphabet-A (GOOGL.US)$ microsoft is scheduled to hold an earnings call for the second quarter of 2024 on Wednesday, July 24, 2024 at 5:30 a.m. Japan time. This briefing willIn subtitle translation formatIf you wish to watch, please click the button."Reservations"Click the button to watch.
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$USD/JPY (USDJPY.FX)$ The USD/JPY has come to this level, but it seems that the exchange intervention may happen, but the Bank of Japan may not raise interest rates, right?
Even looking at the Bank of Japan's press conference, it seems like they are buying time until the US lowers interest rates.

この記事は一部に自動翻訳を利用しています
$NVIDIA (NVDA.US)$の時価総額世界第1位の座は、わずか1日で奪われた。エヌビディアの株価は、昨夜の取引で140ドル超から130ドルまで一気に急落した。今日のプレマーケット取引でも下落は止まらず、130ドルの大台を割り込んだ。
エヌビディアの株価逆転で投資家はジレンマに陥る。 利益確定売りすべきか？ それとも今回は逆に買いの好機か？
AIチップ分野のリーダーとして、エヌビディアは最近の株価パフォーマンスに王手をかけている。 一時は時価総額がマイクロソフトとアップルを抜き、米国最大の時価総額企業となった。同社株価は2022年10月以降1,000％以上、過去12ヶ月だけでも206％上昇している。
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