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Since last year, popular AI models such as ChatGPT and the video generation AI “Sora” have appeared, and the AI industry has experienced explosive growth. These models greatly enhanced multimodal functions, making it possible to further expand the application of artificial intelligence (AI). Furthermore, demand for AI computing power is rapidly increasing due to the continuous improvement and optimization of existing models and the rapid increase in learning data sets. As a result, AI semiconductor companies were the first to benefit from the AI boom.
$PHLX Semiconductor Index(.SOX.US$From the low in 22/10130% or morerise. Last year239% or morerisen $NVIDIA(NVDA.US$will continue to ride the AI wave, and in 202487%Record an increase in Last Friday, NVIDIA's total market capitalization broke through a milestone of 2 trillion dollars, second only to Microsoft and AppleAmerica's 3rd largest companyThen, it also surpassed Saudi Arabia's national oil company Saudi Aramco,Emerged to 3rd place in the worldI did it.
Against this backdrop, some analysts and investors believe that the next AI...
$PHLX Semiconductor Index(.SOX.US$From the low in 22/10130% or morerise. Last year239% or morerisen $NVIDIA(NVDA.US$will continue to ride the AI wave, and in 202487%Record an increase in Last Friday, NVIDIA's total market capitalization broke through a milestone of 2 trillion dollars, second only to Microsoft and AppleAmerica's 3rd largest companyThen, it also surpassed Saudi Arabia's national oil company Saudi Aramco,Emerged to 3rd place in the worldI did it.
Against this backdrop, some analysts and investors believe that the next AI...
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We turned into a surplus for the full year, and stock prices are skyrocketing!
I have the impression that there are a lot of jobs for the government, but the percentage of orders received for the private sector has increased so much 🔔
I bought it a little while ago, and I'm glad it endured the slump![]()
#PLTR #米国株
I have the impression that there are a lot of jobs for the government, but the percentage of orders received for the private sector has increased so much 🔔
I bought it a little while ago, and I'm glad it endured the slump
#PLTR #米国株
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Seven high-tech companies known as the US super-large stock “M7” recorded remarkable performances last year, but as of this yearLight and dark are separated。 $Microsoft(MSFT.US$Is3.3% increase year to dateI'm doing it, but $Apple(AAPL.US$Amid growing concerns about growth3.4% decline。 $Tesla(TSLA.US$Since the beginning of this year, it has only risen for 1 day (as of 1/16),Decrease of 11% or more year to dateThen, the total market value fell by just over 94 billion dollars. On the other hand, $NVIDIA(NVDA.US$Entering this monthAn increase of approximately 11%Then, the total market value expanded by approximately 128 billion dollars.
There are probably not many investors who anticipate that the seven high-tech companies will reproduce the dramatic rise of last year for 2024. This is because the 7 major companies recorded returns like last yearAt least for the first time since 1999Furthermore, the same 7 stocks occupied the top of the S&P 500 in a rowOnly once in the past. There may be a big difference in the returns of these major high-tech companies in the future....
There are probably not many investors who anticipate that the seven high-tech companies will reproduce the dramatic rise of last year for 2024. This is because the 7 major companies recorded returns like last yearAt least for the first time since 1999Furthermore, the same 7 stocks occupied the top of the S&P 500 in a rowOnly once in the past. There may be a big difference in the returns of these major high-tech companies in the future....
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This article uses automatic translation for some of its parts
$NVIDIA(NVDA.US$announced a next-generation AI supercomputer chip that is likely to play a major role in future breakthroughs in large-scale language models (LLM) such as deep learning and OpenAI's GPT-4.
The key product is the HGX H200 GPU based on NVIDIA's “Hopper” architecture, which is the successor to the popular H100 GPU. This is the company's first chip to use faster and larger capacity HBM3e memory,Great for large language modelsIt has become.
“With HBM3e, the NVIDIA H200 realizes 141 GB of memory at 4.8 terabytes per second, providing almost double the capacity and 2.4 times the bandwidth compared to its predecessor, the NVIDIA A100,” the company stated.
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AI performance
As an advantage for AI, according to NVIDIA, the HGX H200 is Llama 2, which is an LLM with 70 billion parametersInference speed increased by 2 times that of H100Let me do it. HGX H2...
$NVIDIA(NVDA.US$announced a next-generation AI supercomputer chip that is likely to play a major role in future breakthroughs in large-scale language models (LLM) such as deep learning and OpenAI's GPT-4.
The key product is the HGX H200 GPU based on NVIDIA's “Hopper” architecture, which is the successor to the popular H100 GPU. This is the company's first chip to use faster and larger capacity HBM3e memory,Great for large language modelsIt has become.
“With HBM3e, the NVIDIA H200 realizes 141 GB of memory at 4.8 terabytes per second, providing almost double the capacity and 2.4 times the bandwidth compared to its predecessor, the NVIDIA A100,” the company stated.
As an advantage for AI, according to NVIDIA, the HGX H200 is Llama 2, which is an LLM with 70 billion parametersInference speed increased by 2 times that of H100Let me do it. HGX H2...
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Of assets under managementAllocate 60% to stocks and 40% to bondsThe pros and cons are divided among major institutional strategists over the traditional American investment strategy “60/40 Portfolio,” which has penetrated even individual investors. The same strategy is for both stocks aimed at capital gains and bonds aimed at risk hedgingAssumptions that there is a negative correlationHowever, due to US financial tightening, etc.Correlation has been lost due to the unusually high level of volatility in the bond market,Recently to the same portfolioCritical opinions are gaining momentumI'm wearing it.
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There is strong uncertainty in the bond market
On November 10, the previous weekend, the US rating agency Moody's Investors Service saw financial soundness risks and political polarization risks in the USCredit Rating ForecastsIt was lowered from the conventional “stable (stable)” to “negative (including weakness).” The rating was maintained at the highest “AAA,” but S&P Global Ratings and Fitch RatingsThe rating has already been lowered from “superlative”Therefore, it is an unreliable situation to use as an asset for risk hedging.
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Worst performance
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On November 10, the previous weekend, the US rating agency Moody's Investors Service saw financial soundness risks and political polarization risks in the USCredit Rating ForecastsIt was lowered from the conventional “stable (stable)” to “negative (including weakness).” The rating was maintained at the highest “AAA,” but S&P Global Ratings and Fitch RatingsThe rating has already been lowered from “superlative”Therefore, it is an unreliable situation to use as an asset for risk hedging.
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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 33112.31 yen, 416.38 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2369.03, 23.74 points higher.
Top news
Real GDP fell 2.1% per annum from July to September, and the negative range exceeds market expectations
The preliminary real gross domestic product (GDP) value for the July-September period decreased by 2.1% per annum compared to the previous fiscal year. The decline was larger than market expectations (down 0.4%). Capital investment was poor, and private consumption was also sluggish. External demand, which drove growth in the previous fiscal year, was a factor that depressed the growth rate.
Interest rates rose, five major banks had the highest profit of April-September final assets of 1000 trillion yen, 60% increase in 10 years, and improvement effects increased
The financial results for the fiscal year ending 2023/4/9 for the five major bank groups came out on the 14th. Total consolidated net profit increased 56% from the same period last year to 1,996 billion yen, the highest since the three-megabank system became in fiscal 2005. Loan interest rates, which had been sluggish due to revisions to the ultra-low interest rate environment, have improved.
Seven banks have a main business deficit due to loss processing to 2.8 trillion yen of losses including bonds
...
Market Overview
Today's Nikkei Stock Average began at 33112.31 yen, 416.38 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2369.03, 23.74 points higher.
Top news
Real GDP fell 2.1% per annum from July to September, and the negative range exceeds market expectations
The preliminary real gross domestic product (GDP) value for the July-September period decreased by 2.1% per annum compared to the previous fiscal year. The decline was larger than market expectations (down 0.4%). Capital investment was poor, and private consumption was also sluggish. External demand, which drove growth in the previous fiscal year, was a factor that depressed the growth rate.
Interest rates rose, five major banks had the highest profit of April-September final assets of 1000 trillion yen, 60% increase in 10 years, and improvement effects increased
The financial results for the fiscal year ending 2023/4/9 for the five major bank groups came out on the 14th. Total consolidated net profit increased 56% from the same period last year to 1,996 billion yen, the highest since the three-megabank system became in fiscal 2005. Loan interest rates, which had been sluggish due to revisions to the ultra-low interest rate environment, have improved.
Seven banks have a main business deficit due to loss processing to 2.8 trillion yen of losses including bonds
...
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It is reported that Berkshire Hathaway, led by Warren Buffett, will decide the conditions for issuing yen-denominated corporate bonds later this week. After the issuance conditions are decided, payments will be completed as early as 1 week or so, and yen funds will be obtained. It is believed that the company also used yen funds obtained by issuing yen-denominated corporate bonds in April to acquire Japanese trading company shares,The view that this fundraising will also be used to invest in Japanese stocksis spreading.
Berkshire issued 5 yen denominated corporate bonds with a term limit of 3 to 30 years in April this year, and raised a total of 164.4 billion yen. The holding ratio of shares of the five major trading companies by Berkshire rose from the 6% range to the 7-8% range in June, and there are many views that the funds raised were used to acquire trading company shares.
This time, corporate bonds denominated in yen will be issued following April. According to Bloomberg and others, it is expected that the issuance period, procurement amount, issuance conditions, etc. will be decided by looking at investor demand from a period of 3 to 30 years similar to the previous one.
Bloomberg on the 8th is”For Mr. Buffett, Japanese stocks may seem undervaluedKato Haruyasu of Asset Management One”...
Berkshire issued 5 yen denominated corporate bonds with a term limit of 3 to 30 years in April this year, and raised a total of 164.4 billion yen. The holding ratio of shares of the five major trading companies by Berkshire rose from the 6% range to the 7-8% range in June, and there are many views that the funds raised were used to acquire trading company shares.
This time, corporate bonds denominated in yen will be issued following April. According to Bloomberg and others, it is expected that the issuance period, procurement amount, issuance conditions, etc. will be decided by looking at investor demand from a period of 3 to 30 years similar to the previous one.
Bloomberg on the 8th is”For Mr. Buffett, Japanese stocks may seem undervaluedKato Haruyasu of Asset Management One”...
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Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.![]()
● [Tokyo Stock Exchange Rate Forecast Range] 32,400 yen - 32,900 yen (13th closing price 32,585 yen 11 sen)
● US consumers' inflation expectations for the year ahead, fall slightly in October - NY Federal Reserve Bank survey
● The sense of elation that began to drift into US stocks, and the optimism of individual investors intensified - with interest rate hikes ending
● US interest rate decline next year is close to 4 times market factored in - UBS strategist
● Hedge fund crude oil shorts increase, demand concerns rise again
— MooMoo News Zeber
Market Overview
In the US stock market on the 13th, the NY Dow Jones Industrial Average continued to rise to 34,337 dollars 87 cents, 54 dollars 77 cents higher than the previous business day. The Nasdaq Composite Stock Price Index fell by 30.365 points to 13,767.743. There is a high possibility that the Tokyo stock market on the 14th will have a buying advantage centered on major stocks, and the Nikkei Stock Average will continue to grow.
Top news
[Preview] Will US October CPI slow as expected? Determining the future of US monetary tightening
The US Department of Labor Statistics Bureau is 2023/11/14 Japan time (Tuesday...
● [Tokyo Stock Exchange Rate Forecast Range] 32,400 yen - 32,900 yen (13th closing price 32,585 yen 11 sen)
● US consumers' inflation expectations for the year ahead, fall slightly in October - NY Federal Reserve Bank survey
● The sense of elation that began to drift into US stocks, and the optimism of individual investors intensified - with interest rate hikes ending
● US interest rate decline next year is close to 4 times market factored in - UBS strategist
● Hedge fund crude oil shorts increase, demand concerns rise again
— MooMoo News Zeber
Market Overview
In the US stock market on the 13th, the NY Dow Jones Industrial Average continued to rise to 34,337 dollars 87 cents, 54 dollars 77 cents higher than the previous business day. The Nasdaq Composite Stock Price Index fell by 30.365 points to 13,767.743. There is a high possibility that the Tokyo stock market on the 14th will have a buying advantage centered on major stocks, and the Nikkei Stock Average will continue to grow.
Top news
[Preview] Will US October CPI slow as expected? Determining the future of US monetary tightening
The US Department of Labor Statistics Bureau is 2023/11/14 Japan time (Tuesday...
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![[Morning Report] Hedge fund crude oil shorts increase UBS predicts 275 bp interest rate cut next year](https://sgsnsimg.moomoo.com/181250687/editor_image/d08eb61515df3b8bb203f8bd04b86b52.png/thumb)
![[Morning Report] Hedge fund crude oil shorts increase UBS predicts 275 bp interest rate cut next year](https://sgsnsimg.moomoo.com/181250687/editor_image/cf8e5542c07831b29c6940f1865bfc18.png/thumb)
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Tesla's stock price fell 5.46% to below $210 on Thursday, market value evaporated by $39 billion overnight, and volatile stocks saw the 11th biggest one-day rate decline this year. HSBC previously attached a “sell” rating and a target share price of 146 dollars to the same stock.
This means that a new member has joined Wall Street's Tesla bearish faction. HSBC analysts questioned the timing of the electric car manufacturer's project and said its “charismatic” CEO Elon Musk was both an asset and a risk.
HSBC analysts led by Michael Tyndall gave Tesla an evaluation equivalent to a “sale” on Thursday, and set the target stock price to 146 dollars, which means a drop of 30% or more from Thursday's closing price of 209.98 dollars.
HSBC analysts stated that this caution “is due to uncertainty surrounding the timing and commercialization of Tesla's various ideas,” and “we see that there is considerable possibility in Tesla's outlook, but I think that time frame may be longer than the market and valuations reflect.”
However, Tesla said “it's just...
This means that a new member has joined Wall Street's Tesla bearish faction. HSBC analysts questioned the timing of the electric car manufacturer's project and said its “charismatic” CEO Elon Musk was both an asset and a risk.
HSBC analysts led by Michael Tyndall gave Tesla an evaluation equivalent to a “sale” on Thursday, and set the target stock price to 146 dollars, which means a drop of 30% or more from Thursday's closing price of 209.98 dollars.
HSBC analysts stated that this caution “is due to uncertainty surrounding the timing and commercialization of Tesla's various ideas,” and “we see that there is considerable possibility in Tesla's outlook, but I think that time frame may be longer than the market and valuations reflect.”
However, Tesla said “it's just...
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