ベレットGTR
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●The Nikkei Stock Average closed at 41190.68 yen, 1033.34 yen lower than the previous business day
● Government to revise growth rate slightly downward to around 1% in fiscal year 24 = related sources
●Exchange Intervention Observation Market Emergency Questionnaire “The depreciation of the yen is already in its 9th place”
● Correction expectations for excessive yen depreciation due to “yen appreciation merit” stocks such as NITORI HD being bought
● Real estate stocks such as Sumitomo no longer have the highest rate of increase by industry, and cash shifts due to receding concerns about rising interest rates ◇
● Rapid growth in freebies and covers, unwind large stock rallies to fund growth stocks ◇
● Attention to the handle: $Nitori Holdings (9843.JP)$、 $Kobe Bussan (3038.JP)$、 $SoftBank Group (9984.JP)$、 $Fast Retailing (9983.JP)$、 $Seven & i Holdings (3382.JP)$,...
●The Nikkei Stock Average closed at 41190.68 yen, 1033.34 yen lower than the previous business day
● Government to revise growth rate slightly downward to around 1% in fiscal year 24 = related sources
●Exchange Intervention Observation Market Emergency Questionnaire “The depreciation of the yen is already in its 9th place”
● Correction expectations for excessive yen depreciation due to “yen appreciation merit” stocks such as NITORI HD being bought
● Real estate stocks such as Sumitomo no longer have the highest rate of increase by industry, and cash shifts due to receding concerns about rising interest rates ◇
● Rapid growth in freebies and covers, unwind large stock rallies to fund growth stocks ◇
● Attention to the handle: $Nitori Holdings (9843.JP)$、 $Kobe Bussan (3038.JP)$、 $SoftBank Group (9984.JP)$、 $Fast Retailing (9983.JP)$、 $Seven & i Holdings (3382.JP)$,...
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ベレットGTR
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While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
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