mako-132
liked
$Metaplanet (3350.JP)$
Today's metapla is doing well too 😄
I wonder what will happen in the afternoon~ 🥰
Today's metapla is doing well too 😄
I wonder what will happen in the afternoon~ 🥰
Translated
10
3
mako-132
liked
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...
Translated
+8
95
5
mako-132
liked
Republican Senator Bill Haggerty of Tennessee shares his views on Ohio Senator J.D. Vance, who was selected as the 2024 vice presidential candidate for former President Trump. Congressman Hagerty has stated that Vance will support Trump's victory in the 2024 presidential election, and he also talks about Vance's tariff support. $Donald Trump (BK22962)$
Translated
1
mako-132
reacted to
mako-132
liked
Chairman Powell of the US Federal Reserve (Fed) avoided presenting specific guidance on when to cut interest rates for the first time on the 2nd,“dovish”It seems to show such an attitude. Chairman Powell also revealed that there has been considerable progress in the Federal Reserve lowering the inflation rate to policy targets.
Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
Translated
+2
67
1
mako-132
liked