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$USD/JPY(USDJPY.FX$
Fewer births 🤱?
Reduced production rates 🏭?
The declining birthrate and aging population are accelerating 🧓🏼?
Increased fraud damage 😈?
The conflict between countries will never end ⚔?
If I say it can't be helped, it's over, but even so, isn't it just a “negative cycle”
Fewer births 🤱?
Reduced production rates 🏭?
The declining birthrate and aging population are accelerating 🧓🏼?
Increased fraud damage 😈?
The conflict between countries will never end ⚔?
If I say it can't be helped, it's over, but even so, isn't it just a “negative cycle”
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The 40,000 yen range is also visible, supported by the depreciation of the yen and heavy political unease = this week's Tokyo stock market(some excerpts)
July 1, 2024 8:00 AM GMT+9
The Nikkei Stock Average will rise moderately in the Tokyo stock market this week, and developments are expected to test the milestone of the 40,000 yen range again. The fact that the dollar/yen maintains a depreciation trend in the foreign exchange market is likely to support export stocks. As a shopping trend, it is expected that buying into financial stocks will continue in awareness of additional interest rate hikes by the Bank of Japan.
Meanwhile, political unease in response to the French House of Representatives election and uncertainty about the US presidential election have also been raised, and it has been pointed out that it is difficult to raise the standard at a steady pace.
July 1, 2024 8:00 AM GMT+9
The Nikkei Stock Average will rise moderately in the Tokyo stock market this week, and developments are expected to test the milestone of the 40,000 yen range again. The fact that the dollar/yen maintains a depreciation trend in the foreign exchange market is likely to support export stocks. As a shopping trend, it is expected that buying into financial stocks will continue in awareness of additional interest rate hikes by the Bank of Japan.
Meanwhile, political unease in response to the French House of Representatives election and uncertainty about the US presidential election have also been raised, and it has been pointed out that it is difficult to raise the standard at a steady pace.
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This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
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Columns Will this stock also benefit from AI?! Check out the list of AI semiconductor-related brands!
This article uses automatic translation for some of its parts
Artificial intelligence (AI) has raised the stock prices of a series of related companies, but among them, the most popular $NVIDIA(NVDA.US$It is. Meanwhile, NVIDIA's stock price has achieved growth of over 83% since the beginning of the year, and it is thought that there is a high possibility that its stock price will face a new wave of adjustments and risks.
If you don't want to take such risks, but don't want to miss the AI wave, the “AI semiconductor value chain” compiled by SPEAR may be useful.
Chip design, IP, components, manufacturers, etc. are included inside the server. Among them, $NVIDIA(NVDA.US$ 、 $Advanced Micro Devices(AMD.US$ 、 $Intel(INTC.US$It is a widely known enterprise.
Also, inside HBM $Micron Technology(MU.US$ , SK Hynix...
Artificial intelligence (AI) has raised the stock prices of a series of related companies, but among them, the most popular $NVIDIA(NVDA.US$It is. Meanwhile, NVIDIA's stock price has achieved growth of over 83% since the beginning of the year, and it is thought that there is a high possibility that its stock price will face a new wave of adjustments and risks.
If you don't want to take such risks, but don't want to miss the AI wave, the “AI semiconductor value chain” compiled by SPEAR may be useful.
Chip design, IP, components, manufacturers, etc. are included inside the server. Among them, $NVIDIA(NVDA.US$ 、 $Advanced Micro Devices(AMD.US$ 、 $Intel(INTC.US$It is a widely known enterprise.
Also, inside HBM $Micron Technology(MU.US$ , SK Hynix...
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