For some reason, the explanations of company overviews for USA companies are quite rough, aren’t they? Just like in the quarterly reports.
Isn’t it that the reporters themselves don’t understand?
Isn’t it that the reporters themselves don’t understand?
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港区貧困男子
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Founded in 1968, the American semiconductor giant $Intel (INTC.US)$ is reporting a split observation There has been attention in the Semiconductor industry and the USA stock market.the report surrounding Intel's split.must first be examined, The power dynamics of the Semiconductors industry.andValuation of Intel and other companies.ETC will be checked.
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the report surrounding Intel's split.
The Wall Street Journal (WSJ) reported on February 15.Reports indicate that Broadcom and TSMC are considering a Trade that could lead to the split of Intel.According to this, "Broadcomisis interested in Intel's Semiconductors design division.andTSMCmay do so in the form of an investor consortium, etc.Considering the operation of part or all of Intel's semiconductor factory.It is said to be.
Bloomberg reported that「Officials from the Trump administrationrecently met with Taiwanese semiconductor manufacturers.Both companies.（インテルとTSMC）の取引案を提示し、TSMCは前向きな姿勢を示した」と報じた。「インテルの暫定会長フランク・イアリー氏は、過去数カ月にわたり、政権関係者やTSMCの幹部らと協議してきた」とし、「トランプ大統領が商務長官に指名したハ...
The Wall Street Journal (WSJ) reported on February 15.Reports indicate that Broadcom and TSMC are considering a Trade that could lead to the split of Intel.According to this, "Broadcomisis interested in Intel's Semiconductors design division.andTSMCmay do so in the form of an investor consortium, etc.Considering the operation of part or all of Intel's semiconductor factory.It is said to be.
Bloomberg reported that「Officials from the Trump administrationrecently met with Taiwanese semiconductor manufacturers.Both companies.（インテルとTSMC）の取引案を提示し、TSMCは前向きな姿勢を示した」と報じた。「インテルの暫定会長フランク・イアリー氏は、過去数カ月にわたり、政権関係者やTSMCの幹部らと協議してきた」とし、「トランプ大統領が商務長官に指名したハ...
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What a difficult-to-read comment, it seems like AI-generated text could write a better sentence...
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港区貧困男子
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This article uses some auto-translation.
Since the beginning of this year, interest from foreign investors in Chinese Technology stocks has rapidly increased with the success of DeepSeek.
From the beginning of 2025 to now, $iShares MSCI China ETF (MCHI.US)$ and $NASDAQ Golden Dragon China (.HXC.US)$ each Over 17%.andOver 18%.It has increased by about 5%. $S&P 500 Index (.SPX.US)$ has become more market-like 🤫Greatly exceeded the approximately 5% increase.(As of February 18).
Wall Street is focused on China's "DeepSeek-R1" or " Qwen 2.5" and others.The emergence of cost-optimized AI models is strengthening competitiveness in the AI field and suggests the potential for a reevaluation of China Tech stocks..
With DeepSeek, 'American exceptionalism' is wavering, and investors are focusing on China Connect.
The US stock market has shown performance exceeding other stock markets for many years, known as 'American exceptionalism'. This is,The USA's lead in the global economy, Technology, and Innovation is the reason.となり、...
Since the beginning of this year, interest from foreign investors in Chinese Technology stocks has rapidly increased with the success of DeepSeek.
From the beginning of 2025 to now, $iShares MSCI China ETF (MCHI.US)$ and $NASDAQ Golden Dragon China (.HXC.US)$ each Over 17%.andOver 18%.It has increased by about 5%. $S&P 500 Index (.SPX.US)$ has become more market-like 🤫Greatly exceeded the approximately 5% increase.(As of February 18).
Wall Street is focused on China's "DeepSeek-R1" or " Qwen 2.5" and others.The emergence of cost-optimized AI models is strengthening competitiveness in the AI field and suggests the potential for a reevaluation of China Tech stocks..
With DeepSeek, 'American exceptionalism' is wavering, and investors are focusing on China Connect.
The US stock market has shown performance exceeding other stock markets for many years, known as 'American exceptionalism'. This is,The USA's lead in the global economy, Technology, and Innovation is the reason.となり、...
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港区貧困男子
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Hello, MOOMOO users, good morning!![]()
The key points of this morning's report are here.
●【Tokyo Stock Market Financial Estimates Range】0.03 million 8900 yen - 0.03 million 9300 yen (Closing price on 17th 0.03 million 9174 yen 25 sen)
●China's President Xi Jinping met with the CEOs of Alibaba, Huawei, and Xiaomi.
●【Today's Foreign Exchange Outlook】The dollar-yen is expected to hover mainly around the 151 yen level, as the narrowing of the interest rate gap between Japan and the USA may cause the dollar to struggle.
●Officials of the Trump administration will hold discussions with Russia on the 18th regarding the Ukraine war.
●Federal Reserve Board Governor Bowman reiterates a cautious stance towards additional interest rate cuts.
●OPEC Plus is considering postponing production increases, according to reports.
●Delta Air Lines flight failed to land at the airport in Toronto, Canada.
●China Sea is demanding a downgrade in valuation as shareholders prepare for IPOs = report.
●Materials stocks that moved significantly in PTS (February 18).
MOOMOO News of individual stocks Kei
Market Overview
◇ The US market was closed on the 17th for Presidents' Day (holiday). European stocks rose in England, Germany, and France. The European stock index, Stoxx 600, hit record highs. European leaders are taking action to expand defense spending...
●【Tokyo Stock Market Financial Estimates Range】0.03 million 8900 yen - 0.03 million 9300 yen (Closing price on 17th 0.03 million 9174 yen 25 sen)
●China's President Xi Jinping met with the CEOs of Alibaba, Huawei, and Xiaomi.
●【Today's Foreign Exchange Outlook】The dollar-yen is expected to hover mainly around the 151 yen level, as the narrowing of the interest rate gap between Japan and the USA may cause the dollar to struggle.
●Officials of the Trump administration will hold discussions with Russia on the 18th regarding the Ukraine war.
●Federal Reserve Board Governor Bowman reiterates a cautious stance towards additional interest rate cuts.
●OPEC Plus is considering postponing production increases, according to reports.
●Delta Air Lines flight failed to land at the airport in Toronto, Canada.
●China Sea is demanding a downgrade in valuation as shareholders prepare for IPOs = report.
●Materials stocks that moved significantly in PTS (February 18).
MOOMOO News of individual stocks Kei
Market Overview
◇ The US market was closed on the 17th for Presidents' Day (holiday). European stocks rose in England, Germany, and France. The European stock index, Stoxx 600, hit record highs. European leaders are taking action to expand defense spending...
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港区貧困男子
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Artificial Intelligence (AI) has been gaining attention since the beginning of the year, especially after President Trump announced a monumental joint project to invest "at least 500 billion dollars" in AI infrastructure within the USA.This has generated significant buzz.Furthermore, recently, a Chinese startup company, DeepSeek, has made waves in the industry by offering its AI model at low costs.It has shocked the industry.As AI technology experiences exponential growth across various sectors, the global demand for innovative AI products and services is increasing every day.With the restructuring of the AI industry, related stocks in Health Care are also showing significant upward trends recently.。
$SoftBank Group (9984.JP)$Masayoshi Son has invested, along with former U.S. House Speaker Nancy Pelosi and Cathie Wood from ARK, who are also shareholders. $Tempus AI (TEM.US)$ IsOver a 110% increase since the beginning of the year.。Recorded a sharp rise of 170% last year.Telemedicine company. $Hims & Hers Health (HIMS.US)$ This year continues to see an 80% increase.The same telemedicine company. $Teladoc Health (TDOC.US)$is...
$SoftBank Group (9984.JP)$Masayoshi Son has invested, along with former U.S. House Speaker Nancy Pelosi and Cathie Wood from ARK, who are also shareholders. $Tempus AI (TEM.US)$ IsOver a 110% increase since the beginning of the year.。Recorded a sharp rise of 170% last year.Telemedicine company. $Hims & Hers Health (HIMS.US)$ This year continues to see an 80% increase.The same telemedicine company. $Teladoc Health (TDOC.US)$is...
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港区貧困男子
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Main six semiconductor-related companiesThe consolidated financial results for the third quarter of the fiscal year ending March 2025 (Laser Tech for the second quarter of the fiscal year ending June 2025) are,All companies experienced revenue and profit growth.It was.The strong demand for AI semiconductors continues.Regarding the full-year performance forecast, $Advantest (6857.JP)$and $Screen Holdings (7735.JP)$Next,今期３回目となる上方修正を発表した。株価はほとんどの社が下落トレンドから浮上できておらず、アドバンテストが独り勝ちの状態だ。同社はAI半導体市場をけん引する米 $NVIDIA (NVDA.US)$のサプライヤーであることに加え、中国依存度が低く、米国規制によるリスク回避の観点から相対的に資金が入りやすかった。
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中国売上高はピークアウトへ？
In the first half of 2024, ahead of the strengthening of export restrictions by the USA on ChinaChinese companies hurried to buytherefore,the revenue for China at many equipment manufacturers increased. It is expected that the demand will gradually decrease in the future, and the proportion of China has already decreased for overseas equipment leaders. Dutch major $ASML Holding (ASML.US)$has had a Chinese proportion of nearly 50% in the past year or soHalf of the total...
In the first half of 2024, ahead of the strengthening of export restrictions by the USA on ChinaChinese companies hurried to buytherefore,the revenue for China at many equipment manufacturers increased. It is expected that the demand will gradually decrease in the future, and the proportion of China has already decreased for overseas equipment leaders. Dutch major $ASML Holding (ASML.US)$has had a Chinese proportion of nearly 50% in the past year or soHalf of the total...
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