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●The content you were viewing was provided by TCS (Tokyo Consumer System). Also, the opinions and evaluations posted are solely those of the performers themselves. ●Stock selection is made by the live performers' own judgment, and no stock recommendations are accepted from third parties, including moomoo Securities Co., Ltd. ●There is no significant conflict of interest between the live performers and the target companies of this document. ●The financial product trading company name and other trade names provided to customers in this document: moomoo Securities Co., Ltd. Securities Trading Company Kanto Financial Bureau Director (Kinsho) No. 3335 Association: Japan Securities Dealers Association, Japan Investment Advisers Association Designated Dispute Resolution Organization: Specific Nonprofit Organization Securities and Financial Instruments Mediation Consultation Center ●Regarding risks, securities trading may result in principal losses due to fluctuations in stock prices, exchange rate fluctuations, deterioration in issuers' creditworthiness, or changes in the political, economic, or social environment of the country. When trading, be sure to confirm the contract and fees with the trading counterparty, fully understand the risks, and trade at your own discretion. This live broadcast and related materials are provided for investment decision-making...
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Let's try to aim for stocks with explosive growth in the short term!
Oct 25 20:00
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Over the past year, popular AI models such as ChatGPT and video-generating AI 'Sora' have emerged, leading to explosive growth in the AI industry. These models have significantly enhanced multimodal capabilities, further expanding the applications of artificial intelligence (AI). Additionally, the continuous improvement and optimization of existing models and the rapid increase in training datasets have led to a sharp increase in demand for AI computing power. As a result, AI semiconductor companies have been the first to benefit from the wave of the AI boom.
$PHLX Semiconductor Index (.SOX.US)$From the low in October 2022,rose by over 130%last year,rose by over 239%last year. $NVIDIA (NVDA.US)$は、引き続きAIの波に乗り、2024年には87％の上昇を記録。先週金曜日、エヌビディアの時価総額は節目の2 trillionドルを突破し、マイクロソフト、アップルに次ぐ米国第3位の企業となり、また、サウジアラビアの国営石油会社サウジアラムコも抜き、世界で第3位に浮上Done.
Against this background, some analysts and investors are looking for the next big AI breakthrough...
$PHLX Semiconductor Index (.SOX.US)$From the low in October 2022,rose by over 130%last year,rose by over 239%last year. $NVIDIA (NVDA.US)$は、引き続きAIの波に乗り、2024年には87％の上昇を記録。先週金曜日、エヌビディアの時価総額は節目の2 trillionドルを突破し、マイクロソフト、アップルに次ぐ米国第3位の企業となり、また、サウジアラビアの国営石油会社サウジアラムコも抜き、世界で第3位に浮上Done.
Against this background, some analysts and investors are looking for the next big AI breakthrough...
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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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運用資産の6割を株式で、4割を債券に配分するという個人投資家にも浸透している米国の伝統的な投資戦略「60・40ポートフォリオ」を巡り、大手機関ストラテジストらの間で賛否が分かれている。同戦略はキャピタルゲイン狙いの株式、リスクヘッジを目的とした債券の両者に負の相関関係があることを前提としているが、米金融引き締めなどによる債券市場のボラティリティーの異様な高さにより相関関係が失われており、最近では同ポートフォリオへのThere is a strong critical opinion.attached to it.
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The opaqueness of the bond market is strong
On November 10th of the previous weekend, the US credit rating agency Moody's Investors Service lowered the credit rating outlook of the United States from the traditional 'stable' to 'negative' due to risks related to fiscal soundness and political polarization.Credit rating outlookwas maintained at the highest 'Aaa', but S&P Global Ratings and Fitch RatingsAlready downgraded from 'highest' credit ratingand is an unreliable situation for asset hedging.
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Worst performance
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On November 10th of the previous weekend, the US credit rating agency Moody's Investors Service lowered the credit rating outlook of the United States from the traditional 'stable' to 'negative' due to risks related to fiscal soundness and political polarization.Credit rating outlookwas maintained at the highest 'Aaa', but S&P Global Ratings and Fitch RatingsAlready downgraded from 'highest' credit ratingand is an unreliable situation for asset hedging.
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Good morning to all Moomoo users!![]()
This morning's opening overview. Thank you.
Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 33,112.31 yen, up 416.38 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,369.03, up 23.74 points.
Top News
The real GDP for July-September decreased by an annual rate of 2.1%, exceeding market expectations in terms of the magnitude of the decline.
The preliminary real Gross Domestic Product (GDP) for the July-September quarter decreased by 2.1% compared to the previous period. The decrease was larger than market expectations (-0.4% decrease). Both capital investment and personal consumption were weak. External demand, which drove growth in the previous period, became a factor pushing down the growth rate.
Interest rates rise, top 5 banks record highest profits in the final quarter of April to September, with assets reaching 1,000 trillion yen, a 60% increase over the past 10 years, enhancing the effectiveness of interest rate spreads.
The financial results for the April to September period of 2023 for the top 5 banking groups were all released on the 14th. The total consolidated net profit increased by 56% year-on-year to a record high of 1 trillion 996 billion yen, the highest since the formation of the three megabanks in 2005. The improvement of interest rate spreads, which had been sluggish due to the ultra-low interest rate environment, was corrected.
Regional banks faced a combined bond unrealized loss of 2.8 trillion yen, resulting in 7 banks operating at a loss after handling the losses.
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Market Overview
In today's Tokyo stock market, the Nikkei average stock price started at 33,112.31 yen, up 416.38 yen from the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2,369.03, up 23.74 points.
Top News
The real GDP for July-September decreased by an annual rate of 2.1%, exceeding market expectations in terms of the magnitude of the decline.
The preliminary real Gross Domestic Product (GDP) for the July-September quarter decreased by 2.1% compared to the previous period. The decrease was larger than market expectations (-0.4% decrease). Both capital investment and personal consumption were weak. External demand, which drove growth in the previous period, became a factor pushing down the growth rate.
Interest rates rise, top 5 banks record highest profits in the final quarter of April to September, with assets reaching 1,000 trillion yen, a 60% increase over the past 10 years, enhancing the effectiveness of interest rate spreads.
The financial results for the April to September period of 2023 for the top 5 banking groups were all released on the 14th. The total consolidated net profit increased by 56% year-on-year to a record high of 1 trillion 996 billion yen, the highest since the formation of the three megabanks in 2005. The improvement of interest rate spreads, which had been sluggish due to the ultra-low interest rate environment, was corrected.
Regional banks faced a combined bond unrealized loss of 2.8 trillion yen, resulting in 7 banks operating at a loss after handling the losses.
...
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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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