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●注目銘柄：![]()
Thank you for your hard work today. Here is a summary of today's stock market. Please take a look.![]()
Tokyo market summary: Nikkei average closed at 28,158.02 yen, up 146.56 yen from the previous trading day.
Cheap stocks, the next challenge is to review diversification.
Japan Recognizes the Importance of Investing in 'Sovereign AI Capabilities' - NVIDIA CEO
Toyota Reduces Factory Operation by 30 Minutes a Day to Allocate Time for Inspections and Training
NTT Docomo's Communication Quality Improvement 'Over 90% Complete' - Resolving Packet Congestion
Hot stocks: $Denso (6902.JP)$、 $H2O Retailing (8242.JP)$、 $Hulic (3003.JP)$、 $NEXON (3659.JP)$etc
moomoo News Japan Stock Market
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at ¥28,158.02, up ¥146.56 from the previous trading day, while the Tokyo Stock Price Index (TOPIX) rose 5.64 points to 2539.6...
Tokyo market summary: Nikkei average closed at 28,158.02 yen, up 146.56 yen from the previous trading day.
Cheap stocks, the next challenge is to review diversification.
Japan Recognizes the Importance of Investing in 'Sovereign AI Capabilities' - NVIDIA CEO
Toyota Reduces Factory Operation by 30 Minutes a Day to Allocate Time for Inspections and Training
NTT Docomo's Communication Quality Improvement 'Over 90% Complete' - Resolving Packet Congestion
Hot stocks: $Denso (6902.JP)$、 $H2O Retailing (8242.JP)$、 $Hulic (3003.JP)$、 $NEXON (3659.JP)$etc
moomoo News Japan Stock Market
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at ¥28,158.02, up ¥146.56 from the previous trading day, while the Tokyo Stock Price Index (TOPIX) rose 5.64 points to 2539.6...
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Good morning, moomoo users!![]()
Here are the key points for this morning's report.
●The Tokyo stock market will be closed on the 2nd.
●2024 is an election year, a comprehensive inspection of world events attracting market attention.
This year's Nikkei average is soaring to 40,000 yen, with expectations for the stock market adage of 'Tatsu-Mi ceiling'.
In 2024, AI development is led by Apple and Google aiming for 'vertical integration'.
There is also a possibility of a short-term yen appreciation, following the Ishikawa Noto Earthquake - Strategist.
The US S&P 500 faces a high valuation wall - following a strong period in the past 10 years.
moomoo News Sherry
Market Overview
On the 29th, the Dow Jones Industrial Average fell slightly after 4 trading days in the US stock market, closing at $30,768.54, down $20.56 (0.05%). The tech-heavy Nasdaq Composite Index closed at 15,011.35, down 83.79 points. Amid the S&P500 nearing record highs, this last trading day of the year saw a pause in the rally with no major catalysts, ending at 4,769.83, down 13.52 points...
●The Tokyo stock market will be closed on the 2nd.
●2024 is an election year, a comprehensive inspection of world events attracting market attention.
This year's Nikkei average is soaring to 40,000 yen, with expectations for the stock market adage of 'Tatsu-Mi ceiling'.
In 2024, AI development is led by Apple and Google aiming for 'vertical integration'.
There is also a possibility of a short-term yen appreciation, following the Ishikawa Noto Earthquake - Strategist.
The US S&P 500 faces a high valuation wall - following a strong period in the past 10 years.
moomoo News Sherry
Market Overview
On the 29th, the Dow Jones Industrial Average fell slightly after 4 trading days in the US stock market, closing at $30,768.54, down $20.56 (0.05%). The tech-heavy Nasdaq Composite Index closed at 15,011.35, down 83.79 points. Amid the S&P500 nearing record highs, this last trading day of the year saw a pause in the rally with no major catalysts, ending at 4,769.83, down 13.52 points...
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![[Morning Report] In 2024, Apple and Google are aiming to rise with "vertical integration" using generated AI. There is also a possibility of a short-term strengthening of the yen, following the earthquake in Noto, Ishikawa Prefecture.](https://sgsnsimg.moomoo.com/feed_image/181250687/47c46fad3b07320bbe402c63c501c2df.png/thumb)
![[Morning Report] In 2024, Apple and Google are aiming to rise with "vertical integration" using generated AI. There is also a possibility of a short-term strengthening of the yen, following the earthquake in Noto, Ishikawa Prefecture.](https://sgsnsimg.moomoo.com/feed_image/181250687/d53f7a5659b432c1836f0b7092b8e0b2.png/thumb)
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物知りのエリス_2600
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Good morning, Moomoo users!![]()
Here is the overview of the morning trading. Thank you.![]()
Market Summary
In today's Tokyo stock market, the Nikkei average stock price started at 32,774.21 yen, up 15.23 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,316.95, up 0.09 points.
Top news
The Bank of Japan to determine the sustainability of prices and wage increases, Governor Ueda will hold a press conference in the afternoon.
The Bank of Japan will assess the sustainability of wage increases and prices at the monetary policy meeting on the 19th. Amid speculation in the market about the early termination of the negative interest rate policy, the Bank of Japan will discuss the need to analyze the reality and outlook of the economy and revise monetary policy.
Hedge costs for yen volatility at the highest level since July ahead of Bank of Japan decision.
Currency traders are preparing for the risk as the Bank of Japan may take a significant step forward towards policy normalization at the financial policy meeting on the 19th. Amid the widening movement to prepare for the fluctuation of the yen after the Bank of Japan meeting, the next-day implied volatility of Dollar-Yen (IV, expected volatility) is around 33% or 200 pips (1 pip = 1 sen) from the July meeting...
Market Summary
In today's Tokyo stock market, the Nikkei average stock price started at 32,774.21 yen, up 15.23 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,316.95, up 0.09 points.
Top news
The Bank of Japan to determine the sustainability of prices and wage increases, Governor Ueda will hold a press conference in the afternoon.
The Bank of Japan will assess the sustainability of wage increases and prices at the monetary policy meeting on the 19th. Amid speculation in the market about the early termination of the negative interest rate policy, the Bank of Japan will discuss the need to analyze the reality and outlook of the economy and revise monetary policy.
Hedge costs for yen volatility at the highest level since July ahead of Bank of Japan decision.
Currency traders are preparing for the risk as the Bank of Japan may take a significant step forward towards policy normalization at the financial policy meeting on the 19th. Amid the widening movement to prepare for the fluctuation of the yen after the Bank of Japan meeting, the next-day implied volatility of Dollar-Yen (IV, expected volatility) is around 33% or 200 pips (1 pip = 1 sen) from the July meeting...
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Good morning, moomoo users!![]()
This is an overview of the morning market opening. Thank you in advance.
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 33,453.15 yen, up 65.12 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) started slightly down at 2,372.59 points.
Top News
Manufacturing profits have reversed non-manufacturing for the first time in 15 years due to the weak yen and production recovery.
Manufacturing net profit reversed non-manufacturing for the first time in 15 years. For the April to September 2023 period, it increased by 12% from the same period last year to 11 trillion 642.5 billion yen, surpassing non-manufacturing (an 8% increase to 11 trillion 565.2 billion yen). This marks the first reversal in the same period since 2008.
Warning about the risk of an increase in interest payments on government bonds due to the flexibility of the YCC policy submitted by the Fiscal System Council.
The Fiscal System Council (an advisory body to the Minister of Finance) has submitted recommendations to Minister Toshio Suzuki for the formulation of the budget for fiscal year 2024. They are sounding the alarm to prepare for the risk of a significant increase in interest payments on government bonds against the backdrop of rising interest rates due to the relaxation of the Bank of Japan's Yield Curve Control (YCC) policy.
The yen is in the 148 yen range against the dollar, reaching the highest level since early October under the leadership of a weaker dollar.
The morning of the 21st...
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 33,453.15 yen, up 65.12 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) started slightly down at 2,372.59 points.
Top News
Manufacturing profits have reversed non-manufacturing for the first time in 15 years due to the weak yen and production recovery.
Manufacturing net profit reversed non-manufacturing for the first time in 15 years. For the April to September 2023 period, it increased by 12% from the same period last year to 11 trillion 642.5 billion yen, surpassing non-manufacturing (an 8% increase to 11 trillion 565.2 billion yen). This marks the first reversal in the same period since 2008.
Warning about the risk of an increase in interest payments on government bonds due to the flexibility of the YCC policy submitted by the Fiscal System Council.
The Fiscal System Council (an advisory body to the Minister of Finance) has submitted recommendations to Minister Toshio Suzuki for the formulation of the budget for fiscal year 2024. They are sounding the alarm to prepare for the risk of a significant increase in interest payments on government bonds against the backdrop of rising interest rates due to the relaxation of the Bank of Japan's Yield Curve Control (YCC) policy.
The yen is in the 148 yen range against the dollar, reaching the highest level since early October under the leadership of a weaker dollar.
The morning of the 21st...
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Good morning, moomoo users!![]()
This is an overview of the morning market opening. Thank you in advance.
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 33,559.62 yen, down 25.58 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started lower at 2,390.08, down 0.97 points.
Top News
The yen rose to the upper 149 yen level against the dollar, reaching a high since the end of October last weekend due to position adjustments.
In the Tokyo foreign exchange market on the morning of the 20th, the yen exchange rate is in the upper 149 yen level against the dollar, hovering in the high range after rising to levels not seen since the end of October last week.
Stock markets in Japan and the United States are being led by tech stocks. NVIDIA's earnings will determine sustainability.
In both Japan and the United States, high-tech stocks are driving the stock market. The rise in long-term US interest rates has been contained, and the trend of rising stock prices, mainly led by US tech giants, is spreading to the Japanese market.
Tokio Marine Holdings - Buying bias. Full-year net income forecast revised upward, first half expected to double.
$Tokio Marine Holdings (8766.JP)$Feeling a buying mood. The company announced on the 17th an upward revision of the consolidated net profit forecast for the 24.3rd fiscal year-end from the previous 530 billion yen to 575 billion yen (an increase of 53.5% compared to the previous year)...
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 33,559.62 yen, down 25.58 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started lower at 2,390.08, down 0.97 points.
Top News
The yen rose to the upper 149 yen level against the dollar, reaching a high since the end of October last weekend due to position adjustments.
In the Tokyo foreign exchange market on the morning of the 20th, the yen exchange rate is in the upper 149 yen level against the dollar, hovering in the high range after rising to levels not seen since the end of October last week.
Stock markets in Japan and the United States are being led by tech stocks. NVIDIA's earnings will determine sustainability.
In both Japan and the United States, high-tech stocks are driving the stock market. The rise in long-term US interest rates has been contained, and the trend of rising stock prices, mainly led by US tech giants, is spreading to the Japanese market.
Tokio Marine Holdings - Buying bias. Full-year net income forecast revised upward, first half expected to double.
$Tokio Marine Holdings (8766.JP)$Feeling a buying mood. The company announced on the 17th an upward revision of the consolidated net profit forecast for the 24.3rd fiscal year-end from the previous 530 billion yen to 575 billion yen (an increase of 53.5% compared to the previous year)...
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運用資産の6割を株式で、4割を債券に配分するという個人投資家にも浸透している米国の伝統的な投資戦略「60・40ポートフォリオ」を巡り、大手機関ストラテジストらの間で賛否が分かれている。同戦略はキャピタルゲイン狙いの株式、リスクヘッジを目的とした債券の両者に負の相関関係があることを前提としているが、米金融引き締めなどによる債券市場のボラティリティーの異様な高さにより相関関係が失われており、最近では同ポートフォリオへのThere is a strong critical opinion.attached to it.
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The opaqueness of the bond market is strong
On November 10th of the previous weekend, the US credit rating agency Moody's Investors Service lowered the credit rating outlook of the United States from the traditional 'stable' to 'negative' due to risks related to fiscal soundness and political polarization.Credit rating outlookwas maintained at the highest 'Aaa', but S&P Global Ratings and Fitch RatingsAlready downgraded from 'highest' credit ratingand is an unreliable situation for asset hedging.
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Worst performance
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On November 10th of the previous weekend, the US credit rating agency Moody's Investors Service lowered the credit rating outlook of the United States from the traditional 'stable' to 'negative' due to risks related to fiscal soundness and political polarization.Credit rating outlookwas maintained at the highest 'Aaa', but S&P Global Ratings and Fitch RatingsAlready downgraded from 'highest' credit ratingand is an unreliable situation for asset hedging.
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On the 17th, the American Joe Biden administration announced a policy to restrict exports to China for cutting-edge semiconductors manufactured by US semiconductor giant NVIDIA, etc. How it will impact NVIDIA and other important parts of the AI ecosystem.
Analysts' analysis of the impact and long-term effects brought about by the new policy is as follows.
![]()
The impact of the new policy
・The variety of semiconductor manufacturing equipment subject to export control has expanded
・Geographically, regional restrictions have been extended to a total of 22 countries
Detour risks are addressed by adjusting the parameters of advanced semiconductors to determine whether an export license application is necessary, and taking additional measures such as including exports to countries other than China as control targets. This means that semiconductor manufacturing equipment companies in more countries will be restricted, and the world's leading semiconductor manufacturing equipment companiesUnited States、Netherlands、Japanese companiesIt is occupied by
・Many major companies will be affected
$NVIDIA (NVDA.US)$Is the sales of semiconductors for data centers25%It is obtained from China. Therefore, under the current regulations $Advanced Micro Devices (AMD.US)$Ya...
Analysts' analysis of the impact and long-term effects brought about by the new policy is as follows.
・The variety of semiconductor manufacturing equipment subject to export control has expanded
・Geographically, regional restrictions have been extended to a total of 22 countries
Detour risks are addressed by adjusting the parameters of advanced semiconductors to determine whether an export license application is necessary, and taking additional measures such as including exports to countries other than China as control targets. This means that semiconductor manufacturing equipment companies in more countries will be restricted, and the world's leading semiconductor manufacturing equipment companiesUnited States、Netherlands、Japanese companiesIt is occupied by
・Many major companies will be affected
$NVIDIA (NVDA.US)$Is the sales of semiconductors for data centers25%It is obtained from China. Therefore, under the current regulations $Advanced Micro Devices (AMD.US)$Ya...
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