182326197 ナミヘイ
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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 began at 39336.74 yen, 257.65 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 13.01 points at 2820.38.
Top news
Interest rate hike forecast for next week's Bank of Japan meeting is 30%, and the most is unchanged in October ahead of schedule - survey
At the monetary policy meeting to be held next week, only about 30% of economists expect that additional interest rate increases will be decided along with a reduction plan for government bond purchases. According to a survey conducted by Bloomberg on 48 economists on 17-22, the forecast that the Bank of Japan will raise additional interest rates at meetings on the 30th and 31st was 29%.
The yen appreciates across the board every day, continues to be bought back and is in the middle of the 155 yen range - supporting the decline in US interest rates
The yen exchange rate of the Tokyo Foreign Exchange Market fell slightly in the latter half of the $1 = 155 yen range on the 24th. Since the appreciation of the yen progressed again to the 155 yen level following last week, it is easy for domestic import companies' demand to buy dollars and sell yen to become heavy. Meanwhile, next week's Japan-US monetary policy decision...
Market Overview
Today's Nikkei Stock Average began at 39336.74 yen, 257.65 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 13.01 points at 2820.38.
Top news
Interest rate hike forecast for next week's Bank of Japan meeting is 30%, and the most is unchanged in October ahead of schedule - survey
At the monetary policy meeting to be held next week, only about 30% of economists expect that additional interest rate increases will be decided along with a reduction plan for government bond purchases. According to a survey conducted by Bloomberg on 48 economists on 17-22, the forecast that the Bank of Japan will raise additional interest rates at meetings on the 30th and 31st was 29%.
The yen appreciates across the board every day, continues to be bought back and is in the middle of the 155 yen range - supporting the decline in US interest rates
The yen exchange rate of the Tokyo Foreign Exchange Market fell slightly in the latter half of the $1 = 155 yen range on the 24th. Since the appreciation of the yen progressed again to the 155 yen level following last week, it is easy for domestic import companies' demand to buy dollars and sell yen to become heavy. Meanwhile, next week's Japan-US monetary policy decision...
Translated
![Starting with the Nikkei average depreciation of 257 yen, the interest rate increase forecast for next week's Bank of Japan meeting is 30%, and the most is unchanged in October and progresses ahead of schedule - survey](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240724/1e8603b083c143a387d92f49a3a91302.png/thumb?area=105&is_public=true)
![Starting with the Nikkei average depreciation of 257 yen, the interest rate increase forecast for next week's Bank of Japan meeting is 30%, and the most is unchanged in October and progresses ahead of schedule - survey](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240724/acf181f794b54c8398e1ec14cfd11b5f.png/thumb?area=105&is_public=true)
![Starting with the Nikkei average depreciation of 257 yen, the interest rate increase forecast for next week's Bank of Japan meeting is 30%, and the most is unchanged in October and progresses ahead of schedule - survey](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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182326197 ナミヘイ
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The Bank of Japan will hold a monetary policy meeting from July 30 to 31. Additional interest rate increases are expected to be discussed at this meeting along with government bonds and purchase reduction plans. Interest rate hikes among economists are limited to around 30%.
✔️ Economists' forecasts and consumption concerns
・Survey of 48 economists
The percentage of economists who anticipate that the Bank of Japan will raise additional interest rates at this month's meeting is 29%. It shows a slight decrease from the previous 33%. As for the period of interest rate hikes, even though October is still the most anticipated, it is attracting attention that the advance to September is progressing.
・Postponement of interest rate hikes
43% cite sluggish private consumption as a reason to forego current interest rate hikes. The reason is that, based on the fact that consumption continues to be at a standstill, it is necessary to determine the extent to which wage increases over the summer will affect consumption and prices.
[Views on education 💡]
✔️ Reduction plans for government bond purchases and their effects
The reduction plan for government bond purchases is regarded as a factor that raises the hurdle for interest rate hikes. Governor Ueda has stated that it is possible to simultaneously decide on a reduction plan and interest rate hikes, but current consumption...
✔️ Economists' forecasts and consumption concerns
・Survey of 48 economists
The percentage of economists who anticipate that the Bank of Japan will raise additional interest rates at this month's meeting is 29%. It shows a slight decrease from the previous 33%. As for the period of interest rate hikes, even though October is still the most anticipated, it is attracting attention that the advance to September is progressing.
・Postponement of interest rate hikes
43% cite sluggish private consumption as a reason to forego current interest rate hikes. The reason is that, based on the fact that consumption continues to be at a standstill, it is necessary to determine the extent to which wage increases over the summer will affect consumption and prices.
[Views on education 💡]
✔️ Reduction plans for government bond purchases and their effects
The reduction plan for government bond purchases is regarded as a factor that raises the hurdle for interest rate hikes. Governor Ueda has stated that it is possible to simultaneously decide on a reduction plan and interest rate hikes, but current consumption...
Translated
![Bank of Japan Monetary Policy Meeting: Possibility of additional interest rate hikes and weak consumption](https://sgsnsimg.moomoo.com/sns_client_feed/181432551/20240724/84922c9813b96dfdb3017d05eab2ef55.jpg/thumb?area=105&is_public=true)
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182326197 ナミヘイ
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$NVIDIA(NVDA.US$
Overnight trading, expected decline. There is a saying, “If the wind blows, the barrel shop makes money,” but it's the opposite version, and it feels like they're being sold by force. If it falls by about 1 dollar, like yesterday's drop, it's proof that stock prices are stable in a sense. There is more than 1 month until NVIDIA's financial results are announced, and even if there are no materials in particular (there are only positive factors such as rating increases), I think they will review and buy. It seems wise to hold on or buy more.
Overnight trading, expected decline. There is a saying, “If the wind blows, the barrel shop makes money,” but it's the opposite version, and it feels like they're being sold by force. If it falls by about 1 dollar, like yesterday's drop, it's proof that stock prices are stable in a sense. There is more than 1 month until NVIDIA's financial results are announced, and even if there are no materials in particular (there are only positive factors such as rating increases), I think they will review and buy. It seems wise to hold on or buy more.
Translated
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182326197 ナミヘイ
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Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.![]()
Today's strong and weak ingredients
7/24 [Strong and weak material]
3 points to pay attention to in the front field
●The depreciation of US stocks and the appreciation of the yen are burdensome
● $Nidec(6594.JP$The revised earnings forecast for the fiscal year ending 2025/3 was announced. Sales were revised upward from 2 trillion400 billion yen to 2 trillion500 billion yen, and operating profit was revised upward from 230 billion yen to 240 billion yen.
● $Nidec(6594.JP$Sales for the fiscal year ended 31/3 were 10 trillion yen, led by 5 businesses such as AI
Stocks that have moved, notable stocks
$Mitsubishi Motors(7211.JP$has plummeted. The final profit for the April-June period decreased by 39%, and the fact that sales costs were high, etc., were factors that put pressure on profits.
$Furukawa Battery(6937.JP$has skyrocketed. <8439.T>It was announced that the investment fund Advantage Partners (Minato-ku, Tokyo) and Tokyo Century's investment company will carry out a public tender offer (TOB) against the company.
$Eagle Industry(6486.JP$has skyrocketed. The first half account is 58...
Today's strong and weak ingredients
7/24 [Strong and weak material]
3 points to pay attention to in the front field
●The depreciation of US stocks and the appreciation of the yen are burdensome
● $Nidec(6594.JP$The revised earnings forecast for the fiscal year ending 2025/3 was announced. Sales were revised upward from 2 trillion400 billion yen to 2 trillion500 billion yen, and operating profit was revised upward from 230 billion yen to 240 billion yen.
● $Nidec(6594.JP$Sales for the fiscal year ended 31/3 were 10 trillion yen, led by 5 businesses such as AI
Stocks that have moved, notable stocks
$Mitsubishi Motors(7211.JP$has plummeted. The final profit for the April-June period decreased by 39%, and the fact that sales costs were high, etc., were factors that put pressure on profits.
$Furukawa Battery(6937.JP$has skyrocketed. <8439.T>It was announced that the investment fund Advantage Partners (Minato-ku, Tokyo) and Tokyo Century's investment company will carry out a public tender offer (TOB) against the company.
$Eagle Industry(6486.JP$has skyrocketed. The first half account is 58...
Translated
![Today's Moved Stocks, Notable Stocks - 7/24 (Wed)](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240724/3d8630ddcda5e3cb44831a3bde100026.png/thumb?area=105&is_public=true)
![Today's Moved Stocks, Notable Stocks - 7/24 (Wed)](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240724/36c4c3f5f6cad735d50ab332d9eea011.png/thumb?area=105&is_public=true)
![Today's Moved Stocks, Notable Stocks - 7/24 (Wed)](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png/thumb?area=105&is_public=true)
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182326197 ナミヘイ
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$NVIDIA(NVDA.US$
There will be fluctuations in the future, but the NVIDIA market will continue even if you look at TSMC and Google accounts. I'm sure. I'm looking forward to the next financial results.
There will be fluctuations in the future, but the NVIDIA market will continue even if you look at TSMC and Google accounts. I'm sure. I'm looking forward to the next financial results.
Translated
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182326197 ナミヘイ
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US politics has entered unknown territory, and the Democratic Party is betting against Mr. Harris against Mr. Trump
2024/7/22 13:15 JST (some excerpts)
Financial markets are under pressure to prepare for new uncertainties associated with a fierce election campaign
Small donations to the Democratic Party surged after the announcement of Mr. Biden's withdrawal
US President Biden's withdrawal from the election campaign is an unprecedented move in modern American politics, and the presidential election has entered uncharted territory.
Mr. Biden (81) announced his withdrawal from the presidential election on the 21st. They supported 59-year-old Vice President Kamala Harris as the Democratic Party candidate to face off against former Republican President Trump in the November final election. It was after President Lyndon Johnson in 1968 that the incumbent US president made the decision not to aim for a second term.
2024/7/22 13:15 JST (some excerpts)
Financial markets are under pressure to prepare for new uncertainties associated with a fierce election campaign
Small donations to the Democratic Party surged after the announcement of Mr. Biden's withdrawal
US President Biden's withdrawal from the election campaign is an unprecedented move in modern American politics, and the presidential election has entered uncharted territory.
Mr. Biden (81) announced his withdrawal from the presidential election on the 21st. They supported 59-year-old Vice President Kamala Harris as the Democratic Party candidate to face off against former Republican President Trump in the November final election. It was after President Lyndon Johnson in 1968 that the incumbent US president made the decision not to aim for a second term.
Translated
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182326197 ナミヘイ
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$NVIDIA(NVDA.US$
What will happen to the market today?
It's not a traffic light, so it's OK to rush even if it's red, right? N-chan
Conversely, it will stop when it turns green![]()
It's time for me to rest for a while, so it's dawn again
See you.
What will happen to the market today?
It's not a traffic light, so it's OK to rush even if it's red, right? N-chan
Conversely, it will stop when it turns green
It's time for me to rest for a while, so it's dawn again
See you.
Translated
10
182326197 ナミヘイ
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$Broadcom(AVGO.US$ There are no more balls to buy at the bottom, so it's back to the high price before the split...
Translated
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182326197 ナミヘイ
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What should I do?
I am $NVIDIA(NVDA.US$ I have 9 shares, and the average cost is $124.60.
Today, it's down more than 5.66%, and NVIDIA appears to be continuing its decline.
Should we buy more NVIDIA stock when it falls and expect the price to return, or should we hold on and wait for the price to return? Today it's down around $50 and it's hard to watch the price keep falling.
NVIDIA is currently $117.9, so should we buy more to lower the average cost?
I am $NVIDIA(NVDA.US$ I have 9 shares, and the average cost is $124.60.
Today, it's down more than 5.66%, and NVIDIA appears to be continuing its decline.
Should we buy more NVIDIA stock when it falls and expect the price to return, or should we hold on and wait for the price to return? Today it's down around $50 and it's hard to watch the price keep falling.
NVIDIA is currently $117.9, so should we buy more to lower the average cost?
Translated
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182326197 ナミヘイ
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$NVIDIA(NVDA.US$
When I was complaining, it came up ❗ (lol)
When I was complaining, it came up ❗ (lol)
Translated
10