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Good morning to all moomoo users! We will deliver the hot stocks and latest rating information for the morning session.
Today's strengths and weaknesses
7/24 [Strength and weakness factors]
Three key points to focus on in the morning session
●The burden of falling US stocks and a stronger yen.
● $Nidec (6594.JP)$Announced a revision of the financial estimates for the fiscal year ending in March 2025. Revenue is revised upward from 2.4 trillion yen to 2.5 trillion yen, operating profit from 230 billion yen to 240 billion yen.
● $Nidec (6594.JP)$In the fiscal year ending March 31, revenue was 10 trillion yen, driven by five businesses such as AI.
Moving stocks, hot stocks.
$Mitsubishi Motors (7211.JP)$Plummeted. The final profit for the April-June quarter decreased by 39%, with factors such as increased sales expenses squeezing profits.
$Furukawa Battery (6937.JP)$Skyrocketed. Investment fund Advantage Partners (Minato-ku, Tokyo) and the investment company of Tokyo Century <8439.T> announced a tender offer (TOB) for the company.
$Eagle Industry (6486.JP)$Stock price surged. Operating profit for the first half increased by 58...
Today's strengths and weaknesses
7/24 [Strength and weakness factors]
Three key points to focus on in the morning session
●The burden of falling US stocks and a stronger yen.
● $Nidec (6594.JP)$Announced a revision of the financial estimates for the fiscal year ending in March 2025. Revenue is revised upward from 2.4 trillion yen to 2.5 trillion yen, operating profit from 230 billion yen to 240 billion yen.
● $Nidec (6594.JP)$In the fiscal year ending March 31, revenue was 10 trillion yen, driven by five businesses such as AI.
Moving stocks, hot stocks.
$Mitsubishi Motors (7211.JP)$Plummeted. The final profit for the April-June quarter decreased by 39%, with factors such as increased sales expenses squeezing profits.
$Furukawa Battery (6937.JP)$Skyrocketed. Investment fund Advantage Partners (Minato-ku, Tokyo) and the investment company of Tokyo Century <8439.T> announced a tender offer (TOB) for the company.
$Eagle Industry (6486.JP)$Stock price surged. Operating profit for the first half increased by 58...
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Moomooユーザーの皆様、こんにちは!大引けお疲れ様でした。本日の株式相場概況は以下の通りです。よろしくお願いします。
●日経平均は前営業日比439.54円安の39154.85円で終了
●日経平均続落 チャートに天井サイン「宵の明星」が点灯
●円全面安一服、154円60銭台 日米金融政策の転機にらむ
●トヨタが後場下げ転換、自社株TOBで持ち合い解消加速も円高進行が自動車株の重荷に◇
●三菱自株が一時10%超安、4─6月期決算で 「円安加味しても減益」
●注目銘柄: $Nidec (6594.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi Motors (7211.JP)$、 $Inpex (1605.JP)$など
ーmoomooニュース日本株Sherry
市場概況
今日の東京株式市場で日経平均株価は前営業日比439.54円安の39154.85円、東証株価指数(TOPIX)が40.27ポイント安の2793.12で終了した。
ト...
●日経平均は前営業日比439.54円安の39154.85円で終了
●日経平均続落 チャートに天井サイン「宵の明星」が点灯
●円全面安一服、154円60銭台 日米金融政策の転機にらむ
●トヨタが後場下げ転換、自社株TOBで持ち合い解消加速も円高進行が自動車株の重荷に◇
●三菱自株が一時10%超安、4─6月期決算で 「円安加味しても減益」
●注目銘柄: $Nidec (6594.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi Motors (7211.JP)$、 $Inpex (1605.JP)$など
ーmoomooニュース日本株Sherry
市場概況
今日の東京株式市場で日経平均株価は前営業日比439.54円安の39154.85円、東証株価指数(TOPIX)が40.27ポイント安の2793.12で終了した。
ト...
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Good evening to all Moomoo users!This is the reading for tonight's NY stock.
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, fell 71.67 dollars to 39092.39 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 17891.10 with a 32.42 point increase. The S&P 500 average, which consists of stocks of 500 major US companies, is 5.61 points higher to 5488.48.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
The US PCE core price index, which is attracting attention from the Federal Reserve, rose 2.6% compared to the previous year in May, the first low level in more than 3 years
Of the Federal Reserve's attention excluding energy and food announced by the U.S. Department of CommerceUS PCE Core Price Index、May was a 2.6% increase compared to the previous year, in line with the 2.6% increase in market expectations、Low level since March 2021It became. The previous quarter was up 2.8%.
yen risk
● While the yen exchange rate is hitting a high since 1986 against the US dollar, yen traders...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, fell 71.67 dollars to 39092.39 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 17891.10 with a 32.42 point increase. The S&P 500 average, which consists of stocks of 500 major US companies, is 5.61 points higher to 5488.48.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
The US PCE core price index, which is attracting attention from the Federal Reserve, rose 2.6% compared to the previous year in May, the first low level in more than 3 years
Of the Federal Reserve's attention excluding energy and food announced by the U.S. Department of CommerceUS PCE Core Price Index、May was a 2.6% increase compared to the previous year, in line with the 2.6% increase in market expectations、Low level since March 2021It became. The previous quarter was up 2.8%.
yen risk
● While the yen exchange rate is hitting a high since 1986 against the US dollar, yen traders...
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Micron plummeted 8% and NVIDIA is cheap
$Micron Technology (MU.US)$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA (NVDA.US)$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom (AVGO.US)$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
$Micron Technology (MU.US)$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA (NVDA.US)$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom (AVGO.US)$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
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AI SemiconductorsrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC (6701.JP)$Ya $Hitachi (6501.JP)$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market value of 5 billion yen or more and less than 1 trillion yen).
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
...
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
...
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● Google's $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)、24Q1 (fiscal year ending January-March) financial resultsIt is scheduled to be announced.
●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
● Some analysts see ChatGPT as a real threat to Google's search ad model.
● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
IT giants that have Google etc. under its umbrella $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)...
●The market is 24Q1Sales increased 12.76% year over year to $78.694 billion、EPS was $1.51, up 29.09% from the same period last yearExpected.
●74.36%The analyst has a bullish rating,The average target stock price is $167.03。
● Google's stock price is slightly outperforming the market, but it seems that the difference between Google and rivals in generative AI competition is widening.
● Some analysts see ChatGPT as a real threat to Google's search ad model.
● Meanwhile, Bill Ackman, the founder and CEO of Pershing Square Capital Management, believes that although Alphabet is ahead of Microsoft in AI competition, investors misunderstand that prudence has been delayed.
IT giants that have Google etc. under its umbrella $Alphabet-A (GOOGL.US)$Is04/26 05:30 (Japan Time)...
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Over the past 2 weeks, high-tech companies have announced financial results one after another. The performance of tech stocks cannot be said to be bad by any means, but it seems that there is also a strong sense of uncertainty about performance guidance and economic forecasts.
Meanwhile, BlackRock commented that “high-tech companies have the strongest foundation, have been able to withstand the test of the Fed's tightening policy, and they will continue to be bullish on future stock price increases.”
According to the financial results of each company, there are 5 high-tech enterprises $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$、 $Meta Platforms (META.US)$The third quarter (July-September) alone recorded total sales of approximately 400 billion dollars, which is just under the annual GDP of Malaysia in 2022 (406.306 billion dollars).
If you analyze the specific business of each company, you can find discounts related to cloud services and AI...
Meanwhile, BlackRock commented that “high-tech companies have the strongest foundation, have been able to withstand the test of the Fed's tightening policy, and they will continue to be bullish on future stock price increases.”
According to the financial results of each company, there are 5 high-tech enterprises $Apple (AAPL.US)$、 $Microsoft (MSFT.US)$、 $Alphabet-A (GOOGL.US)$、 $Amazon (AMZN.US)$、 $Meta Platforms (META.US)$The third quarter (July-September) alone recorded total sales of approximately 400 billion dollars, which is just under the annual GDP of Malaysia in 2022 (406.306 billion dollars).
If you analyze the specific business of each company, you can find discounts related to cloud services and AI...
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