「Black Monday in Reiwa” From the big crash of the Tokyo stock market on 8/5 which is also called3 weekshas passed. From the 5th to the 23rdTOPIX rebounded 20.5%. In 33 industries on the Tokyo Stock ExchangeThe industry that rebelled the most was “non-ferrous metals”and,”insurance business」「Securities and commodity futures trading” continued. The rise in “non-ferrous metals” involves handling optical fibers and electric wires $Fujikura (5803.JP)$contributed. What about Fujikura $Sumitomo Electric Industries (5802.JP)$ 、 $Furukawa Electric (5801.JP)$Along with, it is regarded as a corner of the “Densen Gosanke.” The strong performance of optical fiber for data centers was well received,Stock prices rose 81.8% over the same period, rapidly rising 3.7 times year to dateI did it.
◆ $Fujikura (5803.JP)$
Fujikura is on the 8th for the fiscal year ending 25/3Full yearBoth earnings were revised upward,The operating profit forecast was raised 27% from the previous one. Demand for AI data centers is expected to continue to expand. The annual dividend forecast was also raised to 65 yen (the previous forecast was 55 yen). Announced on the same day1Q operating profit increased 94.5% year over year2 of...

Good evening to all Moomoo users!This is the reading for tonight's NY stock.
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 18.07 dollars to 38825.40 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 16.97 points to 17204.87. The S&P 500 average, which consists of stocks of 500 major US companies, is 3.77 points higher to 5357.80.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
There is a possibility that the “mania” in the US stock market will continue
● According to the Goldman Sachs trading desk, it seems that the stock price feast is still going on.
● Funds from passive stock allocations will flow into the stock market in early July, and the rise is expected to continue until early summer.
● Furthermore, stock prices will benefit from strong seasonal trends and increased investment motivation from individual investors.
The US job market isn't as strong as the Federal Reserve anticipated...

The AI boom has just begunIt looks like that.NVIDIA's financial results and the expansion of capital investment by US Big Tech are showing。If there is a long-running AI boom, who is the winnerNVIDIA is not necessarily just one company,It becomes “NVIDIA +”It is expected.
From the most recent portfolio of hedge funds,Hedge funds have already established “NVIDIA +” positionsIt turns out they are doing it.Regarding the “+” stocks of “NVIDIA +”, I checked which stocks still have room to rise in stock prices。
AI related stocks popular among hedge funds: “NVIDIA +”
$Goldman Sachs (GS.US)$ According to the aggregation and analysis ofHedge funds for the fiscal year ending 1-3 monthsOf the 7 major US tech companies, the Magnificent 7 $Alphabet-A (GOOGL.US)$ Ya $Amazon (AMZN.US)$ 、 $NVIDIA (NVDA.US)$ 、 $Microsoft (MSFT.US)$ ,...

This article uses auto-translation in some parts.
"The Emperor of AI" $NVIDIA (NVDA.US)$continues to soar.
On May 23rd, stimulated by better-than-expected earnings, Nvidia's stock surpassed $1,000, soared nearly 10%, and the market value reached $2.57 trillion. Following the earnings release, analysts have been raising Nvidia's target stock price one after another.
Analysts are "very bullish."
After Wednesday's close, Nvidia released its latest quarterly report. Revenue increased by 18% compared to the previous quarter and grew by 262% compared to the same period last year to $26 billion.a 262% increase compared to the same period last year, reaching 26 billion dollars in net profit.The net profit is dollars.14.8 billion 80 million dollars, an increase of 628% compared to the same period last year.The sales for the second quarter were dollars.Compared to market expectations of 26.6 billion dollars, it reached 28 billion dollars.And it is expected.
The company also announced a stock split of 10 shares for every 1 share on June 7, 2024, and a quarterly cash dividend of 0.01 dollars per share after the split. All major financial indicators exceeded analysts' expectations.
According to analyst Chris Senneck of War Research, the report states, "Sales and profit growth...

On March 25th, $NVIDIA (NVDA.US)$The closing price was $950.02, with a market capitalization of $2.375 trillion, ranking third in the world, rapidly closing the gap with second-placed Apple. The company's stock has risen for 11 consecutive weeks, setting a notable streak of continuous increases.
Nvidia announced new artificial intelligence (AI) products at the annual developer conference 'GTC2024' that opened on the 18th. In response to this, major financial institutions have taken a bullish view, raising Nvidia's target stock price even further, highlighting that the company's new products further differentiate from competitors.
Analysts believe that Nvidia's stock price increase,Current outperformance and upward revisions in financial estimatesNot only driven by, In the sovereign AI field, also highlighted by the company's significant potential, and indicating a bullish view on Nvidia's outlook. In addition, Nvidia's new chips have the potential to revolutionize AI modeling and inference, while also demonstrating Nvidia's superiority over rival chipmakers.
A major US financial institutionCiti has set a target for Nvidia...