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謎のデール_3279 Private ID: 183086325
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    日経平均株価は8月5日の大暴落から急回復を見せたが、9月2日に戻り高値を付けた後は軟調な展開が続いている。特に円高進行は相場全体の重しとなっている。9月11日に日銀の中川順子審議委員が政策正常化に前向きな姿勢を示したことを受け、円は1ドル=140円台後半まで急伸。13日には一時140円台前半まで上昇し年初来高値を更新した。日米金利差縮小が改めて意識され、「ディフェンシブ」「円高メリット・円高耐性」といった性質がある小売り、運輸、情報通信、医薬品、電気・ガスなどの内需銘柄が注目されている。9月から11月にかけては、日米の金融政策決定会合、自民党総裁選、米大統領選と大きなイベントが続くため、変数の少ないディフェンシブな内需株選好がしばらく続く可能性がある。国内売上高比率が高く(約85%以上)、大幅に上昇している内需銘柄をチェックした。
    目下買い殺到中の内需株は西武ホールディングス
    $Seibu Holdings (9024.JP)$
    西武鉄道とプリンスホテルが中核。不動産も拡大...
    「うなぎのぼり」の内需株6選!円高に強い高配当株も!ディフェンシブ選好で一段高か
    「うなぎのぼり」の内需株6選!円高に強い高配当株も!ディフェンシブ選好で一段高か
    「うなぎのぼり」の内需株6選!円高に強い高配当株も!ディフェンシブ選好で一段高か
    +4
    Good morning, moomoo users!Here is the summary of the opening this morning. Thank you.
    Market Overview
    In today's Tokyo stock market, the Nikkei Stock Average started at 36,029.90 yen, down 129.26 yen from the previous trading day, and the TOPIX started at 2563.27, down 13.27 points.
    Top News
    Japan's stock market fear index at the highest level in the world, investor caution continues = Bloomberg.
    - The expected volatility of Japanese stocks is at the highest level in the global stock market. The Nikkei Volatility Index (Nikkei VI) recorded 85 in early August and has since remained high at around 27.
    - The Nikkei VI is higher than the Chicago Board Options Exchange (CBOE) Volatility Index (VIX) in the United States and the HSI Volatility Index in the highly volatile market of Hong Kong.
    - The expected volatility remains high due to the uncertainty of monetary policies in Japan and the United States, as well as important political events such as the presidential election and the Liberal Democratic Party leadership election.
    JP Morgan Securities' Quant Strategist, Masanari Takada, recommends investors to purchase put options in preparation for a sudden market decline...
    Translated
    Nikkei average starts with a 129 yen decrease, Japan's fear index at a record high, cautious of a double-bottom.
    Nikkei average starts with a 129 yen decrease, Japan's fear index at a record high, cautious of a double-bottom.
    Nikkei average starts with a 129 yen decrease, Japan's fear index at a record high, cautious of a double-bottom.
    謎のデール_3279 Set a live reminder
    $Apple (AAPL.US)$In recent years, facing a decline in stock prices and a decrease in market share in major markets, the company's development conference, WWDC 24 (Worldwide Developers Conference 24), is attracting significant attention.
    At this year's WWDC, AI features such as image editing, summarization, meeting document creation, email drafting, and translation are drawing attention. The smooth integration of these functions could significantly enhance the convenience of the iPhone. If this announcement is successful, the iPhone is expected to regain consumer attention and serve as a catalyst for new model sales.
    Depending on the announcements at this year's WWDC, it may result in a significant lead over other companies in the smart phone market.
    This event will beThis event will be delivered in subtitle translation format.If you wish to watch, please...Click the "Reserve" buttonPlease click.
    ◆ Notes
    The content of this live stream is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate.
    Translated
    Apple WWDC (subtitle translation)
    Jun 10 12:00
    Replay
    1
    After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.
    Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
    [Rewards]
    ● 5,000 points distributed evenly
    May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
    [Exclusive 500 yen Amazon gift card]
    Would you like to take part in more challenging contests?
    May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
    Translated
    [Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!
    835
    Today, I would like to talk about the stock price of NVIDIA, which has been attracting attention recently.
    As you know, NVIDIA achieved astonishing business performance in its latest earnings report.
    Investors, I'm sure you couldn't hide your excitement about this news. It is expected that the next earnings report will also show great results. Let me tell you the reasons in detail.
    First, why is NVIDIA's performance so strong? Behind this is the rapid increase in demand for generative AI. Generative AI has made remarkable progress in fields such as image generation and natural language processing, and NVIDIA's GPU supports the core technology. As a result, AI training and inference processing have improved dramatically, and various companies and research institutions have adopted NVIDIA's technology.
    What deserves attention here is NVIDIA's current stock price. Currently, NVIDIA's stock price is hovering around $950. However, it is expected to exceed $1000 after the next earnings report. This is because NVIDIA is strong in the field of generative AI...
    Translated
    $Super Micro Computer (SMCI.US)$
    I checked the 2030 stock price forecast with generated AI.
    You are responsible for your own judgment, but when compared to other major stock price predictions
    ① NVDA: $1800 to $5000 ② SMCI: $4500 to $8100. I don't think the rarity value is half-hearted.
    Translated
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