On June 5th, $Taiwan Semiconductor (TSM.US)$ the closing price rose by 6.85%, setting a new record high share price. At the same time, $Qualcomm (QCOM.US)$ saw a 3.68%, $Advanced Micro Devices (AMD.US)$ It is a 3.86% increase. $Arm Holdings (ARM.US)$ TSMC's cumulative profit this year exceeded 57%.
TSMC's Chairman Wei indicated that the company is considering raising prices for its artificial intelligence chips, foundry services. At the same time, TSMC and $NXP Semiconductors (NXPI.US)$ are planning to construct a joint factory in Singapore.
Where do you think this wave in the semiconductor market is heading?

This article uses automatic translation for some of its parts
●Rice $Meta Platforms (META.US)$(formerly Facebook)After closing on 4/24 EST（Early morning on the 25th Japan timeWe plan to announce financial results for the 24Q1 (fiscal year ending January-March) on).
● According to market consensus, Meta's first quarter sales were compared to the same period last year$36.156 billion, up 26.22%, EPS compared to the same period last year$4.31, up 95.99%It is expected.
Meta achieved advertising business sales of 38.76 billion dollars and a group-wide service DAU of 3.19 billion people in 23Q4. The company also announced an additional share buyback of 7 trillion yen and its first quarterly dividend plan. Our large investment in artificial intelligence (AI) paid off, showing steady profit growth and cash flow.
Are valuations still reasonable?
Meta's stock price has achieved a year-on-year rate of increase of approximately 125% over the past 12 months, and is significantly outperforming the stock market as a whole in 2024.
According to Moomoo data, the market forecast for Meta's first quarter financial results is that sales are 26 compared to the same period last year...

Good morning to all 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 37,240.93 yen, up 172.58 yen from the previous trading day, with the TOPIX starting at 2,649.50, up 23.18 points.
Top News
Market prepared for changes in government bond purchases, as pressure from a weaker yen and supply and demand tightening may prompt action from the Bank of Japan
Amid the relentless weakening of the yen to levels not seen in about 34 years, concerns are rising in the bond market that at the Bank of Japan's monetary policy meeting this week, there might be some indication towards reducing government bond purchases.
Related Articles
Will the risk-off stop at the Bank of Japan's monetary policy meeting this week? Japanese stocks, yen, and crude oil - Nikkei Business News
How far will the yen buying and dollar selling foreign exchange intervention go? Toshikazu Suzuki, Minister of Finance, "Can sell US bonds" Yohei Hirose
"There is no reason why we cannot sell in relation to the US". It may be challenging to sell US bonds as the source of funds for intervention in buying yen and selling dollars. Toshikazu Suzuki, Minister of Finance, on the 12th...

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 started at 37797.06 yen, 358.45 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2683.32, 20.86 points higher.
Top news
The Bank of Japan is watching closely to see if there are hawkish messages from the view that monetary policy will be maintained - due to the deep-seated depreciation of the yen
The Bank of Japan is expected to decide on maintaining the current state of monetary policy at this week's monetary policy meeting. As the depreciation of the yen progresses to the level for the first time in 34 years, it has become one of the concerns of the market whether there are hawkish messages aimed at additional interest rate increases at the press conference of President Kazuo Ueda, etc.
RELATED ARTICLES
[Dollar to yen exchange rate] Yen is low for the first time in 34 years, and awareness of interest rate differences between 154 yen and 80 sen is back
Mitsubishi Corp. and Honda... share buybacks of listed companies, first 10 trillion yen support for Japanese stocks
The share buybacks of listed companies in fiscal 2023 exceeded 10 trillion yen for the first time, reaching a record high for the second year in a row. In addition to strong performance, the background is that there has been a shift to management that emphasizes capital efficiency. Japan as the main buyer...

Good morning to all Moomoo users!Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,500 yen to 40,000 yen (2-day closing price 39,838 yen 91 sen)
● There is a sense of stagnation in popularity even in the US where Tesla succumbs to China's low price offensive
● Nippon Steel's letter is a “meaningless piece of paper,” and the National Steel Workers Union refuses to accept it
● Expectations for buybacks due to sharp drop in Apple stocks from January to March - attention to whether they will leave the worst period
● Even if the yen falls to 1 dollar = 160 yen, if the reduction in US interest rates is delayed - BofA
● Former Murakami Fund holds over 5% of JSR shares in TOB
ー MooMoo News Mark
Market Overview
In the US stock market on the 2nd, the NY Dow Jones Industrial Average continued to fall to 39,170 dollars 24 cents, down 396 dollars 61 cents from the previous business day. The Nasdaq Composite Stock Price Index fell 156.383 points to 16,240.449. The Tokyo stock market on the 3rd became dominant in sales, and there is a large possibility that the Nikkei Stock Average will remain soft in the latter half of the 39,000 yen range.
Top news
Tesla has a sense of stagnation in popularity even in the US, which succumbs to China's low price offensive
US electric car (...

This article uses auto-translation in part.
Artificial intelligence (ai) has boosted the stock prices of a series of related companies, but the most popular among them is stem inc. $NVIDIA (NVDA.US)$On the other hand, nvidia's stock price has achieved growth of over 83% year-to-date, and there is a high possibility that its stock price may face new adjustments and risks.
If you do not want to bear such risks but do not want to miss out on the AI wave, then the "AI Semiconductors Value Chain" compiled by SPEAR might be helpful.
Inside the server are chip designs, IPs, components, manufacturers, and more. Among them, stem inc is a well-known company. $NVIDIA (NVDA.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Intel (INTC.US)$Is widely recognized.
In addition, within HBM, $Micron Technology (MU.US)$ , SK Hynix...