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The financial results season for US stocks was a turbulent beginning. Of the Big Tech M7, $Alphabet-A(GOOGL.US$with $Tesla(TSLA.US$It plummeted after financial results were announced. It has been pointed out that falling AI expectations are a common factor in the sale of shares of both companies, $NVIDIA(NVDA.US$Ya $Broadcom(AVGO.US$AI semiconductor stocks also depreciated drastically.
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
Even though the previous fiscal season suggests...
Will the turbulence at the beginning of financial results suggest the end of the AI market? Or is it just a profit-making sale due to rapid growth before settlement?
From the previous financial results season, which was also the beginning of turbulence,The following 2 points are important as to whether or not the AI market continuesIt has been suggested that is the case.
1) Trends in AI investments, particularly big tech capital investments
2) Trends and forecasts for AI-related earnings
This time, I finished announcing financial resultsCheck 1) and 2) above from the financial results of Alphabet, Tesla, and major semiconductor companiesI'll do it. Referring to the previous fiscal season,Also check future points of interestI'll do it.
Even though the previous fiscal season suggests...
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Higher than expected growth
The US economy was more than expected in April-June (second quarter)Growth is acceleratingI did it. Real gross domestic product (GDP)The preliminary figures increased 2.8% per year from the previous fiscal year, double the growth rate of the previous fiscal year. It also surpassed market expectations by 2%. Private consumption also rose 2.3% above expectations. Personal consumption expenditure (PCE) excluding food and energyThe core price index rose 2.9%, which was lower than the previous quarterHowever, it surpassed expectations. According to the June durable goods statistics announced at the same time, orders (preliminary value) for non-defense capital goods (core capital goods) excluding aircraft increased by 1%, which is a high increase since the beginning of last year. The number of new US unemployment insurance claims last week decreased by 10,000 from the previous week to 0.23 million 5,000.
Is it the first fine
US Meta Platforms, which is Facebook's parent company, is the company's first from the European Union (EU)PenaltiesIt is expected that they will be judged. The fact that the classified advertisement service “Facebook Marketplace” is attached to Facebook's social network is viewed as a problem because it is worth abusing its overwhelming position in the classified advertisement market. According to officials, the EU's decision will be announced within a few months. EU trip...
The US economy was more than expected in April-June (second quarter)Growth is acceleratingI did it. Real gross domestic product (GDP)The preliminary figures increased 2.8% per year from the previous fiscal year, double the growth rate of the previous fiscal year. It also surpassed market expectations by 2%. Private consumption also rose 2.3% above expectations. Personal consumption expenditure (PCE) excluding food and energyThe core price index rose 2.9%, which was lower than the previous quarterHowever, it surpassed expectations. According to the June durable goods statistics announced at the same time, orders (preliminary value) for non-defense capital goods (core capital goods) excluding aircraft increased by 1%, which is a high increase since the beginning of last year. The number of new US unemployment insurance claims last week decreased by 10,000 from the previous week to 0.23 million 5,000.
Is it the first fine
US Meta Platforms, which is Facebook's parent company, is the company's first from the European Union (EU)PenaltiesIt is expected that they will be judged. The fact that the classified advertisement service “Facebook Marketplace” is attached to Facebook's social network is viewed as a problem because it is worth abusing its overwhelming position in the classified advertisement market. According to officials, the EU's decision will be announced within a few months. EU trip...
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$Global X US Tech Top 20 ETF(2244.JP$
Buy more! I don't have a bottom of confidence 😇
Buy more! I don't have a bottom of confidence 😇
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Good morning
Amaka ② the market is getting tough... the decline is further accelerated due to the financial results of Google and Tesla
Nikkei was also sold, and the yen appreciated... it's starting to get a double punch
The backlash from yesterday and the day before yesterday has taken the form of inducing return sales
It's been rising all the time, and once sales start, loss cutting starts sequentially from those who overpriced it, so I'm afraid of developments where sales lead to sales
Also, there is a possibility that American consumption will decline all at once if stock prices start falling because asset effects have increased due to rising stocks ②, so the negative chain is also noteworthy
It may not be that time yet, but be careful if it continues to drop
Even so, a fall is inherent in rising markets, so let's go positive thinking that the next place to buy will come
Well then, let's check the market price carefully today
Amaka ② the market is getting tough... the decline is further accelerated due to the financial results of Google and Tesla
Nikkei was also sold, and the yen appreciated... it's starting to get a double punch
The backlash from yesterday and the day before yesterday has taken the form of inducing return sales
It's been rising all the time, and once sales start, loss cutting starts sequentially from those who overpriced it, so I'm afraid of developments where sales lead to sales
Also, there is a possibility that American consumption will decline all at once if stock prices start falling because asset effects have increased due to rising stocks ②, so the negative chain is also noteworthy
It may not be that time yet, but be careful if it continues to drop
Even so, a fall is inherent in rising markets, so let's go positive thinking that the next place to buy will come
Well then, let's check the market price carefully today
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Hello, all moomoo users!
The first half of 2024 came to a spectacular end, and the dizzying events in the stock market surprised the world.AI boom、Meme stock frenzy、Expectations for interest rate cuts by the Federal ReserveYaHistoric depreciation of the yenThe Japan-US stock market constantly provided topics, etc., and won the hearts of investors and did not let go. Let's take a look back once again at these memorable moments we experienced together.
[TOP1] Taking advantage of the AI boom, Nvidia claims the throne
As the AI revolution takes the market by storm, $NVIDIA(NVDA.US$It shines at the center of it,Sales were 262% compared to the previous yearIt showed an astonishing increase. Prices rose further due to stock splits,The total market capitalization is over 3 trillion dollars, temporarily $Microsoft(MSFT.US$Ya $Apple(AAPL.US$It surpassed and rose to become the most valuable company in the world. Everyone who caught this movement quickly and added it to their portfolios will be enjoying huge returns.
[Hint]
Nbd...
The first half of 2024 came to a spectacular end, and the dizzying events in the stock market surprised the world.AI boom、Meme stock frenzy、Expectations for interest rate cuts by the Federal ReserveYaHistoric depreciation of the yenThe Japan-US stock market constantly provided topics, etc., and won the hearts of investors and did not let go. Let's take a look back once again at these memorable moments we experienced together.
[TOP1] Taking advantage of the AI boom, Nvidia claims the throne
As the AI revolution takes the market by storm, $NVIDIA(NVDA.US$It shines at the center of it,Sales were 262% compared to the previous yearIt showed an astonishing increase. Prices rose further due to stock splits,The total market capitalization is over 3 trillion dollars, temporarily $Microsoft(MSFT.US$Ya $Apple(AAPL.US$It surpassed and rose to become the most valuable company in the world. Everyone who caught this movement quickly and added it to their portfolios will be enjoying huge returns.
[Hint]
Nbd...
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