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$Micron Technology(MU.US$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.
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
Translated
![Why did Micron plummet 8%? Take NVIDIA with you too! A chance to buy in the spotlight?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240627/1719472898631-baafb9983d.png/thumb?area=105&is_public=true)
![Why did Micron plummet 8%? Take NVIDIA with you too! A chance to buy in the spotlight?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240627/1719473088751-e6c0dc8f1c.png/thumb?area=105&is_public=true)
![Why did Micron plummet 8%? Take NVIDIA with you too! A chance to buy in the spotlight?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240627/1719474541385-b86387fcdb.png/thumb?area=105&is_public=true)
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$Cisco(CSCO.US$
$NVIDIA(NVDA.US$After hitting an all-time high on a closing price basis on 6/18, it fell, and by the 24th13% declineI did it.Does this sharp drop mark the end of the AI boom, or is it simply a speed adjustment。In order to find the answer, we will examine the true selling factors. I also want to check the low price medalsI think.
Selling factors
The following three main factors are the factors behind NVIDIA sales this time.
1) The upward pitch was too fast
2) sector rotation
3) Supply and demand factors
1) The upward pitch was too fast
When I checked NVIDIA's stock price and 200-day moving average, both continued to rise. However,Since the upward pitch of stock prices was too fast, the divergence rate from the 200-day moving average widenedI did it. When a high price was set on 6/18, the divergence rate reached 98%. Based on past cases,When the divergence rate is close to 100%, will stock prices stand still or adjustI did it.
2) sector rotation
If you check the US market after 6/18, when NVIDIA stocks were adjusted,Aspects of sector rotationPresented...
$NVIDIA(NVDA.US$After hitting an all-time high on a closing price basis on 6/18, it fell, and by the 24th13% declineI did it.Does this sharp drop mark the end of the AI boom, or is it simply a speed adjustment。In order to find the answer, we will examine the true selling factors. I also want to check the low price medalsI think.
The following three main factors are the factors behind NVIDIA sales this time.
1) The upward pitch was too fast
2) sector rotation
3) Supply and demand factors
1) The upward pitch was too fast
When I checked NVIDIA's stock price and 200-day moving average, both continued to rise. However,Since the upward pitch of stock prices was too fast, the divergence rate from the 200-day moving average widenedI did it. When a high price was set on 6/18, the divergence rate reached 98%. Based on past cases,When the divergence rate is close to 100%, will stock prices stand still or adjustI did it.
2) sector rotation
If you check the US market after 6/18, when NVIDIA stocks were adjusted,Aspects of sector rotationPresented...
Translated
![NVIDIA plummeted 13%! What are the real selling factors? What are the lower price meds?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240621/1718925184711-7a52e56441.png/thumb?area=105&is_public=true)
![NVIDIA plummeted 13%! What are the real selling factors? What are the lower price meds?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240625/1719303680346-16a4dc7d61.png/thumb?area=105&is_public=true)
![NVIDIA plummeted 13%! What are the real selling factors? What are the lower price meds?](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240625/1719303718325-9862bf326e.png/thumb?area=105&is_public=true)
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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 began at 38608.66 yen, 24.36 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 8.78 points higher at 2734.32.
Top news
US and Japan added to “exchange monitoring list” - exchange control country certification postponed
The US Treasury Department added Japan to the “monitoring list” relating to exchange rate practices in the foreign exchange report announced on the 20th. However, Japan and other trade partner countries/regions have not been certified as exchange control countries.
RELATED ARTICLES
Japan-US monetary policy and exchange rates that remain uncertain, is it possible that yen will plummet or rise rapidly = Mr. Maki Ogawa
A Japan-US interest rate difference of 4-4.5% is necessary to stop the yen from falling - Barclays
Treasurer Kanda “responds appropriately” if there are excessive fluctuations in the future = US Exchange Rate Report
Treasurer Masato Kanda stated on the 21st in response to the fact that the US Exchange Report targeted Japan, and if there are excessive fluctuations in the future, “there will be no change in the idea that appropriate responses will be taken firmly.” I told reporters within the Ministry of Finance.
Consumer prices rose 2.5% in May, growth expanded for the first time in 3 months - lower than market expectations
...
Market Overview
Today's Nikkei Stock Average began at 38608.66 yen, 24.36 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) was 8.78 points higher at 2734.32.
Top news
US and Japan added to “exchange monitoring list” - exchange control country certification postponed
The US Treasury Department added Japan to the “monitoring list” relating to exchange rate practices in the foreign exchange report announced on the 20th. However, Japan and other trade partner countries/regions have not been certified as exchange control countries.
RELATED ARTICLES
Japan-US monetary policy and exchange rates that remain uncertain, is it possible that yen will plummet or rise rapidly = Mr. Maki Ogawa
A Japan-US interest rate difference of 4-4.5% is necessary to stop the yen from falling - Barclays
Treasurer Kanda “responds appropriately” if there are excessive fluctuations in the future = US Exchange Rate Report
Treasurer Masato Kanda stated on the 21st in response to the fact that the US Exchange Report targeted Japan, and if there are excessive fluctuations in the future, “there will be no change in the idea that appropriate responses will be taken firmly.” I told reporters within the Ministry of Finance.
Consumer prices rose 2.5% in May, growth expanded for the first time in 3 months - lower than market expectations
...
Translated
![Starting with the Nikkei Average depreciation of 24 yen US and Japan added to “exchange monitoring list” - exchange control country certification postponed](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240621/c1f224d37c1c4ae0b0a0350ec4413d32.png/thumb?area=105&is_public=true)
![Starting with the Nikkei Average depreciation of 24 yen US and Japan added to “exchange monitoring list” - exchange control country certification postponed](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240621/04f786aa04404b3bad151e214a502122.png/thumb?area=105&is_public=true)
![Starting with the Nikkei Average depreciation of 24 yen US and Japan added to “exchange monitoring list” - exchange control country certification postponed](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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$Apple(AAPL.US$In recent years, it has faced sluggish stock prices and a decline in market share in major markets. Under these circumstances, much attention has been drawn to the company's development conference, WWDC 24 (Worldwide Developers Conference 24).
At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
This eventIt will be distributed in subtitle translation format.If you would like to watch it,“Book” buttonPlease click
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate)...
At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
This eventIt will be distributed in subtitle translation format.If you would like to watch it,“Book” buttonPlease click
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate)...
Translated
![](https://sgliveimg.moomoo.com/live_client/181000887/20240529/94fe051e6625866b56af5d5f71a80f2c.png/thumb?area=101&is_public=true)
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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 began at 38823.91 yen, 123.02 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 5.79 points at 2753.93.
Top news
Exports increased for 5 consecutive months in April due to recovery in automobile production - trade balance deficit of 462.5 billion yen
Japan's exports increased for five consecutive months in April compared to the previous year. Exports of transportation equipment picked up in response to a recovery in automobile production, and the depreciation of the yen was also a driving factor. According to April trade statistics (preliminary report) announced by the Ministry of Finance on the 22nd, exports increased 8.3% from the same month last year. It fell short of market expectations (11.0% increase). Decreased by 3.2% on a volume basis. The average value of the dollar and yen was 1 dollar = 151.66 yen, which depreciated 14.7% from the previous year.
The yen is in the first half of the 156 yen range against the dollar, and the dollar has an advantage in overseas time due to falling US interest rates
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 22nd was 1 dollar = the first half of the 156 yen range, almost unchanged from the evening of the previous day. Overseas time was the same in response to Canada's slowing inflation...
Market Overview
Today's Nikkei Stock Average began at 38823.91 yen, 123.02 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 5.79 points at 2753.93.
Top news
Exports increased for 5 consecutive months in April due to recovery in automobile production - trade balance deficit of 462.5 billion yen
Japan's exports increased for five consecutive months in April compared to the previous year. Exports of transportation equipment picked up in response to a recovery in automobile production, and the depreciation of the yen was also a driving factor. According to April trade statistics (preliminary report) announced by the Ministry of Finance on the 22nd, exports increased 8.3% from the same month last year. It fell short of market expectations (11.0% increase). Decreased by 3.2% on a volume basis. The average value of the dollar and yen was 1 dollar = 151.66 yen, which depreciated 14.7% from the previous year.
The yen is in the first half of the 156 yen range against the dollar, and the dollar has an advantage in overseas time due to falling US interest rates
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 22nd was 1 dollar = the first half of the 156 yen range, almost unchanged from the evening of the previous day. Overseas time was the same in response to Canada's slowing inflation...
Translated
![Nikkei average started with 123 yen depreciation, exports increased for 5 consecutive months in April, due to recovery in automobile production - trade balance deficit of 462.5 billion yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240522/e958308a2013407fa3e11492ae714235.png/thumb?area=105&is_public=true)
![Nikkei average started with 123 yen depreciation, exports increased for 5 consecutive months in April, due to recovery in automobile production - trade balance deficit of 462.5 billion yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240522/0f5a3ece96c941be83a40a7169ae9419.png/thumb?area=105&is_public=true)
![Nikkei average started with 123 yen depreciation, exports increased for 5 consecutive months in April, due to recovery in automobile production - trade balance deficit of 462.5 billion yen](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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$Apple(AAPL.US$On 5/2, financial results for the 2nd quarter of 2024 (3 months ending 2024/3/30) were announced, and the company's stock soared nearly 6%. The reason why Apple's stock price skyrocketed was because figures surpassed expectations. Whereas analysts expected 1.51 dollars per share with earnings of 90.5 billion dollars, earnings of 90.8 billion dollars earned 1.53 dollars per share.
though
1. Vision Pro ended in failure and withdrew from manufacturing/production
2. iPhone sales volume decreased by nearly 10%
3. Service didn't grow as much as expected
4. Instead of increasing investment in research and development, Apple is doing share buybacks (I feel like there have been a lot of stock buybacks recently...).
5. Slowing growth in key markets such as China
6. There will be no major product line releases in the future. Vision Pro ended in failure, and the price was too high. What's the next new product?
though
1. Vision Pro ended in failure and withdrew from manufacturing/production
2. iPhone sales volume decreased by nearly 10%
3. Service didn't grow as much as expected
4. Instead of increasing investment in research and development, Apple is doing share buybacks (I feel like there have been a lot of stock buybacks recently...).
5. Slowing growth in key markets such as China
6. There will be no major product line releases in the future. Vision Pro ended in failure, and the price was too high. What's the next new product?
Translated
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