$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.

Hello Moomoo users! Good job on the closing bell.Today's stock market summary is as follows:Thank you in advance.
The Nikkei Average closed at 35,909.70 yen, down 2,216.63 yen from the previous trading day.
The Nikkei Average fell more than 2,000 yen, hitting a triple shock to Japanese stocks.
Bank stocks have experienced a sharp decline for the first time in more than 4 years, due to concerns about lending in the wake of the weakening US economy. There is also a rebound of 40% since the beginning of the year.
Securities stocks such as Daiwa have experienced a sharp decline, with the Nikkei average temporarily dropping more than 2000 yen, raising concerns about the impact on commission income.
Semiconductor-related stocks have experienced a sharp decline due to the significant drop in the US Semiconductor Index.
Hot stocks: $Nippon Steel (5401.JP)$、 $Daiwa Securities Group (8601.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $Tokyo Electron (8035.JP)$etc
- Moomoo News Japan Stock Sherry
Market Overview
The Nikkei Stock Average on today's Tokyo Stock Market closed at 35,909.70 yen, down 2,216.63 yen from the previous trading day...

Hello to all moomoo users!Good job at the close of the market. Here is today's summary of the stock market:Thank you in advance.
● The Nikkei average closed at 38,126.33 yen, down 975.49 yen from the previous trading day.
● Nikkei sharply falls, delayed by half a day due to the "rate hike shock." Export companies are facing concerns of underperforming due to the accelerated yen appreciation.
Real estate stocks plummeted due to the Bank of Japan Governor's hawkish stance, raising concerns about the impact on performance.
The tide has turned to selling yen and buying dollars, as the Bank of Japan and the Federal Reserve Bank shift their policy directions.
The yen's strong performance continues, with the next target for traders being 140 yen to the dollar.
Advantest's stock price temporarily rose by 14.8%, with operating profit for the current fiscal year exceeding expectations.
Toyota's stock price fell further in the afternoon session, despite a 17% increase in operating profit for the first quarter, due to concerns about a stronger yen.
Hot stocks: $Mitsubishi Estate (8802.JP)$、 $Mitsui Fudosan (8801.JP)$、 $Sekisui House (1928.JP)$、 $Advantest (6857.JP)$、 $Toyota Motor (7203.JP)$、 $Mitsubishi (8058.JP)$、...

TSMC and ASML dropped after earnings, SOX index also heading lower
Two companies that hold important positions in the global semiconductor industryhave recently announced their earnings. One is the world's only company manufacturing cutting-edge lithography equipment, $ASML Holding (ASML.US)$and the other is the world's largest in semiconductor foundry services (foundry). $Taiwan Semiconductor (TSM.US)$Yes.The earnings reports of both companies have been met with disapproval, affecting not only their stock prices but also the SOX index(Philadelphia Semiconductor Index ETF) as well.DeclineHowever, movements of profit-taking sales were encouraged by risk-averse movements due to the sharp rise in the yield of the US 10-year bonds.It is believed to have resulted in.
This time,What exactly triggered the aversion in the earnings of both companiesI would like to examine the earnings reports of both companies along with the details. Additionally, both companiesI also confirmed the outlook for the overall semiconductor market and the demand for AI semiconductors presented at the earnings call.I decided to give it a try.
ASML
ASML's largest customer(Bloomberg data) ...

$NVIDIA (NVDA.US)$ This kind of bubble is the first since NTT. People who bought it for more than $500 can only pray. 🙏

$Tesla (TSLA.US)$ 50 dollars is adequate

$Netflix (NFLX.US)$ miss!