●任天堂はAfter the market closed on February 4th, at 3:30 PM. Consolidated financial results for the third quarter of the fiscal year ending March 2025 (3Q).will be announced.
●市場予想（ブルームバーグコンセンサス）では、連結売上高は前年同期比27％減の1 trillion21.9 billion円、営業利益は39％減の282.7 billion円、純利益も39％減の249.2 billion円、1株あたり利益（EPS）は38％減Expecting to see 215.55 yen.
On January 16th of this yearFormally announced the release of the successor to the Nintendo Switch in 2025., including specifications, price, release timing, etc.Details will be announced in April.becomes.
●The second quarter (July-September) saw a significant decrease in both revenue and profit.Sales of the Switch decreased, impacted by the recoil reduction due to the hit of a large title in the same period of the previous year.
●A transitional period between new and old game consoles.being a specialist in NAND only.It is considered that the poor performance is already factored in.In the Q3 earnings announcement,Year-end sales battle, the sales performance is confirmed, and if there is any information about 'Switch 2', the stock price could further attempt to reach higher levels.
● According to evaluations by 23 analysts, 47.83% are bullish, 8.7% are slightly bullish, 34.78% are neutral, 4.35% are slightly bearish, 4.35%...

$Arm Holdings (ARM.US)$The semiconductor manufacturing equipment related to technologies like lasers is strong, with a psychological improvement due to the recovery of NVIDIA's stock in the U.S.Earnings announcement scheduled for after market close on July 31st (local time).Earnings announcement scheduled for after market close on July 31st (local time).
●The stock price has fallen 20% from its high, and there is a possibility that a good earnings report could trigger a stock price reversal. Points to watch for:
　1）Pay attention to the guidance rather than the results to see if the performance recovery continues.
　2）There are signs of recovery in the core smartphone market, which is positive for the company's royalty income. With the acceleration of the replacement cycle due to AI smartphones, it is a tailwind for buying.
　3）Will there be progress in the future growth areas of datacenters and the AI computer market?
●[Note]
1) Pay attention to guidance rather than actual results to see if performance recovery continues.
In this earnings announcement, first, attention is focused on whether the 1Q results demonstrate a performance recovery as expected by the company's guidance and market expectations. Since ARM went public in September 2023, its revenue and adjusted EPS (earnings per share) have exceeded market expectations for three consecutive quarters. Next, attention is on the guidance. The stock price reflects expectations for future performance compared to the past...

Hello Moomoo users, good evening!Here's the NY stock market analysis for tonight.
Market Summary
The US market started with the Dow Jones Industrial Average, composed of high-quality stocks, opening 76.37 dollars higher at 40665.71. The Nasdaq Composite Index, with a high proportion of technology stocks, started 86.51 points higher at 17444.39. The S&P 500 Index, composed of the stocks of 500 large-cap companies in the US, opened 17.45 points higher at 5476.55.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Big Tech Important Week
● Single Stock, Gold Futures on Friday $S&P 500 Index (.SPX.US)$ And $NASDAQ 100 Index (.NDX.US)$ As a result of the recovery, it has turned upward.
Government bonds are rising and the dollar is strong. The rebound of these two indices followed the violent plunge led by the technology sector, pushing the Nasdaq 100 into a consolidation phase.
This week, $Microsoft (MSFT.US)$

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[Live streaming] I will look at Japanese stocks here and buy them! Explanation on the screen! How to choose high dividend stocks - moomoo community
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MOOMOO EXCLUSIVE REPORT
“Second half of 2024! What are the points and notable industries that influence the Nikkei Average?”
In the first half of 2024, Japanese stocks started smoothly, and the Nikkei Average rose by about 20% from January to the end of June 2024. Now, in such a market, will Japanese stocks continue to perform well in the second half of the year? Or is it going to stall? There are probably a lot of people who are interested in it. In this report, we will consider how Japanese stocks will change in the future based on factors such as upward factors in the first half of 2024, etc., and I hope it will be useful for everyone's investments.
...

　The stock market has completely fallen into a “summer wither” market. There was a sharp global stock depreciation from July 24 to 25. Since it's a summer vacation, there are few market participants. Also, isn't there a rewind of the “trump trade” happening?
　Additionally, the collapse of the semiconductor-related sector, which has continued to rise rapidly, uncertainty about the American presidential election, and the high pressure on the yen (the appreciation of the yen pushes down the Nikkei Stock Average by about 400 yen → rushing into the 152 yen range over the weekend) are amplifying the uncertain mood. However, it seems that the Nikkei Stock Average has come close to the immediate bottom zone.
　Of popular brands $Disco (6146.JP)$、 $Tokyo Electron (8035.JP)$、 $Lasertec (6920.JP)$The decline in the main stock market is tough, isn't it? Technically, it forms an immediate ceiling. There are also people shouting, “I'm selling color.” Push buying is strictly prohibited in this situation. The intensification of US-China trade friction (America requests self-restraint from exports to China) has cast a shadow on the semiconductor industry.
　The American presidential election is the Republican Trump campaign (Ba...

● $Advanced Micro Devices (AMD.US)$ Is24Q2 financial results announced after closing on 7/31 (Wed) Japan timeI plan to do it.
●The market is the company'sSales increased 6.76% year over year to $5.721 billion、EPS was $0.18, up 823.5% from the same period last yearExpected.
● The growth of the company's data center business is steady. Since the launch of the MI300 in the 4th quarter of '23, cumulative sales have exceeded 1 billion dollars.
● AMD plans to announce the MI325 equipped with 288 gigabytes of HBM3E memory later this year.
$NVIDIA (NVDA.US)$It is the biggest rival $Advanced Micro Devices (AMD.US)$We plan to announce 24Q2 financial results after closing on 7/31 (Wed) Japan time. Although the company's stock price has fallen 1.89% year to date, many of Wall Street's major financial institutions and research institutes are bullish.The average target stock price is 194...

Hello Moomoo users!Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.
●The Nikkei Average ended at 41097.69 yen, 177.39 yen lower than the previous business day
● Yen exchange rate, “unable to intervene” observation speculators that have disappeared revise their strategy
● Will Mr. Trump tolerate exchange intervention
● Gold hits highest price in Japan and overseas, inflow of funds due to growing expectations for lower US interest rates
● East Elec plummeted 7% due to reports surrounding the Biden administration's semiconductor regulations against China
● Toho appreciated the increase in sales and profit of over 2 digits in the first quarter financial results due to strong performance in the film business, which continued to grow drastically by about 12%
● Komatsu continues to grow drastically, updating high prices since listing, and following the Trump trade trend with North American expansion
● Attention to the handle: $Screen Holdings (7735.JP)$、 $Disco (6146.JP)$、 $Lasertec (6920.JP)$、 $Komatsu (6301.JP)$、 $NEXON (3659.JP)$、 $Suzuki Motor (7269.JP)$etc...