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$S&P 500 Index (.SPX.US)$The closing price on the 17th was 1.39% lower than the previous day. Since the end of AprilSignificant decline for the first time in about two and a half monthsIt became. What led the decline $NVIDIA (NVDA.US)$It was semiconductor stocks, etc., and major high-tech stocks that were about to announce financial results.
Since the beginning of this year, “Magnificent 7” has been driving the rise in the US stock market. $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$、 $NVIDIA (NVDA.US)$、 $Tesla (TSLA.US)$、 $Meta Platforms (META.US)$The 7 super-large stocks have become the focus of investors' attention.
The rise in tech stocks has stagnated, and some investorsStart shifting capital from tech stocks to value stocks...
Since the beginning of this year, “Magnificent 7” has been driving the rise in the US stock market. $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$、 $NVIDIA (NVDA.US)$、 $Tesla (TSLA.US)$、 $Meta Platforms (META.US)$The 7 super-large stocks have become the focus of investors' attention.
The rise in tech stocks has stagnated, and some investorsStart shifting capital from tech stocks to value stocks...
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AI semiconductor stocks crashedI'm being hit by.Report on the tightening of semiconductor regulations against China by the US governmentYaTrump's remarks about Taiwan are on saleconnected. On July 17, when the two news overlapped, NVIDIA shares fell 6.6%, and TSMC fell 8.0%. ASML, which revealed a rapid increase in order balances due to the AI boom in financial results announcements on the same day, also fell 12.7%. This is because the company was picked up in reports of tightening export restrictions to China.
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
Looking back,The pattern of “export restrictions to China” vs. “AI boom” continues when it comes to semiconductor stocks. The sharp drop on July 17thCurrently, it shows that concerns about the former have won over benefit expectations from the latter. What is this movementIs it short-term, or does it indicate the end of the AI boom。Examine future prospects based on past experiences and recent performance trendsI'll do it. Benefits apply when either momentum of the two winsPick up “Top 3 Shelf Bottoms” and “3 Hot Buys”I did it.
“Export restrictions to China” versus “AI boom” surrounding semiconductor stocks
●Short-term: “export restrictions to China” > “AI boom”?
Bloomberg announced on 7/17 that the US government...
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racoon11
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$Gold Futures(DEC4) (GCmain.US)$
$Silver Futures(SEP4) (SImain.US)$
The current forecast for silver and gold...
They both still have quite a few short balances, so I think it might be dangerous to try your hand at it now.
Additionally, I think the upward phase is still a long way off based on the fact that China is no longer buying, and America is also aiming to exterminate inflation, so I'm not happy with the rise in precious metals.
As an aside, precious metals, exchange markets, bond markets, and stock markets are all connected
If any one of them shows bad signs, there is a pretty high possibility that it will spread to other markets
After all, I think it's easy to predict the flow of money and buy and sell while monitoring all basic markets
Also, predicting market movements from these, and when it actually goes as expected, it couldn't be more interesting, so I recommend it
$Silver Futures(SEP4) (SImain.US)$
The current forecast for silver and gold...
They both still have quite a few short balances, so I think it might be dangerous to try your hand at it now.
Additionally, I think the upward phase is still a long way off based on the fact that China is no longer buying, and America is also aiming to exterminate inflation, so I'm not happy with the rise in precious metals.
As an aside, precious metals, exchange markets, bond markets, and stock markets are all connected
If any one of them shows bad signs, there is a pretty high possibility that it will spread to other markets
After all, I think it's easy to predict the flow of money and buy and sell while monitoring all basic markets
Also, predicting market movements from these, and when it actually goes as expected, it couldn't be more interesting, so I recommend it
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Generative AI also makes it easy to create computer viruses,Cyber attacks are on the riseDoing it. Domestically, this year $Kadokawa (9468.JP)$Ya $NTT Data Group (9613.JP)$In addition to major companies such as, there are many organizations such as local government contractors such as Tokushima PrefectureRansomware-type virusIt was damaged by The payment of the ransom has not been disclosed. According to the Nihon Keizai Shimbun, in domestic cases,”In fact, there is also a survey that says 30% are responding to ransom payments“Yes, for the organization to protect itself”Security Investments” is likely to increase significantly in the future. In the US, in late June, the CDK Global system, which cooperates with car dealers across the United States, was shut down due to a cyber attack, $General Motors (GM.US)$Ya $Toyota Motor (7203.JP)$The number of units sold, etc., declined.The beginning of the AI eraWe welcomed it and checked cybersecurity stocks and ETFs that are attracting attention in Japan and the US.
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The Nikkei Average's SQ is 38,535 yen 35 yen = market estimate
According to stock market sources, the Nikkei Average's SQ (Special Liquidation Index) involved in the final settlement of Nikkei Average futures and options for the June period was 38,535 yen 35 yen 35 yen. The official SQ value will be announced by the Osaka Exchange after closing.
According to stock market sources, the Nikkei Average's SQ (Special Liquidation Index) involved in the final settlement of Nikkei Average futures and options for the June period was 38,535 yen 35 yen 35 yen. The official SQ value will be announced by the Osaka Exchange after closing.
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