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While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
Translated
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/2a913e3207760cffd376272953ab91d9.png/thumb?area=105&is_public=true)
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/e3fd996a5f470f0dd292abaa4b3adb1a.jpg/thumb?area=105&is_public=true)
![Next to semiconductors is “MLCC”! What are the rapidly growing target stocks? Demand for electronic components is rapidly growing due to edge AI, and the Japanese are left alone!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240705/61c94c5368a4cf4c871e6d4af48a1636.jpg/thumb?area=105&is_public=true)
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$NVIDIA(NVDA.US$
I bought 7 more cards last night for $129.25.
I also bought 4 for my son B for 129.61.
A few years ago, I opened an account for my sons at Junior NISA and began investing with their savings.
Son A has a lot of GAFAM, and son B has a lot of ETFs, so I just kept buying and left it alone and started investing!
GAFAM is scary.. I never thought there would be such a difference.
It's definitely not that my son B's brand is bad. GAFAM was too strong!
$META is at the top with over 180%! Even $AAPL, which has the worst performance, is over 130%.
$Alphabet-A(GOOGL.US$ It has gone through a stock split of 1 to 20 until now.
I tried to bounce back my son B and purchased NVIDIA this time, albeit belated.
What will happen to his savings, which he received as an entrance celebration, etc. ⁉️
I bought 7 more cards last night for $129.25.
I also bought 4 for my son B for 129.61.
A few years ago, I opened an account for my sons at Junior NISA and began investing with their savings.
Son A has a lot of GAFAM, and son B has a lot of ETFs, so I just kept buying and left it alone and started investing!
GAFAM is scary.. I never thought there would be such a difference.
It's definitely not that my son B's brand is bad. GAFAM was too strong!
$META is at the top with over 180%! Even $AAPL, which has the worst performance, is over 130%.
$Alphabet-A(GOOGL.US$ It has gone through a stock split of 1 to 20 until now.
I tried to bounce back my son B and purchased NVIDIA this time, albeit belated.
What will happen to his savings, which he received as an entrance celebration, etc. ⁉️
Translated
![Buy NVIDIA a little more.](https://sgsnsimg.moomoo.com/sns_client_feed/182721139/20240615/dcea9d290af87facf2c87febc0d29f3f.jpg/thumb?area=105&is_public=true)
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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 5.40 dollars to 39313.40 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 18200.60 with a 12.30 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 0.89 points to 5537.91.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
[Index Bulletin] The number of people employed in the non-farm sector in the US increased by 0.206 million in June, exceeding the expected 0.191 million increase
The number of people employed in the non-farm sector in JuneIs0.206 million person increase、Exceed market expectations of 0.191 million person increaseIn the previous fiscal year, there was an increase of 0.218 million people from an increase of 0.272 million peopleDownward correction。unemployment rateIs4.1%、It exceeded market expectations by 4%,The first quarter was 4%.
NY Federal Reserve President Williams is still on the way to the 2% inflation target
● The road to the 2% inflation target is still a long way off...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 5.40 dollars to 39313.40 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 18200.60 with a 12.30 point increase. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, rose 0.89 points to 5537.91.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
[Index Bulletin] The number of people employed in the non-farm sector in the US increased by 0.206 million in June, exceeding the expected 0.191 million increase
The number of people employed in the non-farm sector in JuneIs0.206 million person increase、Exceed market expectations of 0.191 million person increaseIn the previous fiscal year, there was an increase of 0.218 million people from an increase of 0.272 million peopleDownward correction。unemployment rateIs4.1%、It exceeded market expectations by 4%,The first quarter was 4%.
NY Federal Reserve President Williams is still on the way to the 2% inflation target
● The road to the 2% inflation target is still a long way off...
Translated
![US Market Outlook: US Unemployment Rate Exceeds Expectations, Bitcoin Plummets, Dow Average Starts $5 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240531/cb9588151e444b20971aae7b19508b3b.png/thumb?area=105&is_public=true)
![US Market Outlook: US Unemployment Rate Exceeds Expectations, Bitcoin Plummets, Dow Average Starts $5 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240705/d618e4749a060887bdc7ec1b4ea6a489.png/thumb?area=105&is_public=true)
![US Market Outlook: US Unemployment Rate Exceeds Expectations, Bitcoin Plummets, Dow Average Starts $5 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240705/d4ffd9e8cc315a157d63ec8b3282a0b4.png/thumb?area=105&is_public=true)
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Chairman Powell of the US Federal Reserve (Fed) avoided presenting specific guidance on when to cut interest rates for the first time on the 2nd,“dovish”It seems to show such an attitude. Chairman Powell also revealed that there has been considerable progress in the Federal Reserve lowering the inflation rate to policy targets.
Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
Translated
![Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240704/1ce24ce43f648d21287add04757cd39c.png/thumb?area=105&is_public=true)
![Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240704/a75f1637f7434fbe8f668bd00b201257.png/thumb?area=105&is_public=true)
![Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240704/4ee909a464c14fcb8530ad1a1048cd62.png/thumb?area=105&is_public=true)
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We have intensively bought more TMF due to the recent decline. I want to buy more TLT next time. Somehow, I want to buy more TLT from a long-term perspective while making short-term profits.
Translated
![I bought more](https://sgsnsimg.moomoo.com/sns_client_feed/182769157/20240704/1720084282336-random73-182769157-android-org.png/thumb?area=105&is_public=true)
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$Tesla(TSLA.US$Stocks have been rising for 6 consecutive business days since 6/24,An increase of approximately 27%I'm doing it. Entering JulyOver 15% increase in just 2 daysIt has done so, and it is a rate of increase that overwhelms other stocks. In particular, the number of car deliveries for the 2nd quarter, which was announced on the 2nd, exceeded expectations,Stock prices rose more than 10%Then, it was the highest level since 1/11 this year. Buying spread to other high-tech stocks, and the S&P 500 Index reached the 5500 mark for the first time on the same day.It started to stall $NVIDIA(NVDA.US$Instead of $Apple(AAPL.US$Ya $Amazon(AMZN.US$The US super-large stock “M6,” etc., has slowly risen since June, and supports the S&P 500 index. like this,NVIDIA will change the driving force of stock appreciation from NVIDIA to TeslaThere has also been speculation.
Amazing growth rate! What should be paid more attention to than the number of cars delivered is the electricity storage business, which is Tesla's “AI trump card”
The number of cars delivered by Tesla in the second quarter was 444,000 units, which exceeded the forecast of 439,000 units,Electricity...
The number of cars delivered by Tesla in the second quarter was 444,000 units, which exceeded the forecast of 439,000 units,Electricity...
Translated
![Has the leading role in stock prices changed from NVIDIA to Tesla? Tesla stock, what is the next detonator?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240703/d2889fa8dc8260b66a15500f0ae72279.png/thumb?area=105&is_public=true)
![Has the leading role in stock prices changed from NVIDIA to Tesla? Tesla stock, what is the next detonator?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240703/a8e7a899a7e15873942fee3147ce95be.png/thumb?area=105&is_public=true)
![Has the leading role in stock prices changed from NVIDIA to Tesla? Tesla stock, what is the next detonator?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240703/ccca63b118e88f780a3e19399c50fb10.png/thumb?area=105&is_public=true)
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Tesla announced on Tuesday that it had delivered 443,956 vehicles in the second quarter, which was above analysts' average estimate of 439,302 vehicles. However, despite the measures taken by CEO Elon Musk to stop the decline, they continuously reported a decline in the number of cars delivered each quarter.
$Tesla(TSLA.US$
$Tesla(TSLA.US$
Translated
![Tesla's decline in EV sales is more moderate than expected and exceeds estimates](https://1500015405.vod2.myqcloud.com/c84591d5vodtranssgp1500015405/7946ae361253642700101558519/coverBySnapshot/coverBySnapshot_10_0.jpg)
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NVIDIA suspects anti-competitive acts against French antitrust authorities = related sources
July 2, 2024 2:01 AM GMT+9
US semiconductor giant NVDA.O (NVDA.O) is expected to be charged by the French antitrust law regulator on suspicion of anti-competitive acts. A person familiar with the situation stated. This is the first time that the authorities have filed a lawsuit against NVIDIA.
The French authorities carried out a house search in the “graphics card field” in September last year. The people involved said that the target was NVIDIA. see more
French authorities and NVIDIA declined to comment.
French authorities prepare charges in connection with NVIDIA and antitrust - Reuters reports
July 2, 2024 2:01 AM GMT+9
US semiconductor giant NVDA.O (NVDA.O) is expected to be charged by the French antitrust law regulator on suspicion of anti-competitive acts. A person familiar with the situation stated. This is the first time that the authorities have filed a lawsuit against NVIDIA.
The French authorities carried out a house search in the “graphics card field” in September last year. The people involved said that the target was NVIDIA. see more
French authorities and NVIDIA declined to comment.
French authorities prepare charges in connection with NVIDIA and antitrust - Reuters reports
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The total market value of US super-large high-tech stocksIt continues to update new milestonesIt highlights that the stock market boom brought about by AI is still continuing. rice $Amazon(AMZN.US$The total market value of broke through the 2 trillion dollar mark for the first time on the 26th. The 2 trillion dollar milestone was reached following the US Alphabet (Google parent company) in late AprilIt is the 5th US companyIt becomes. This increase in market capitalization is being boosted by strong growth in artificial intelligence and the cloud business. Amazon's stock price from the beginning of this yearUp over 27%Whereas, the NASDAQ index is in the same periodAn increase of approximately 18%Doing it.
Currently, the total market value is over 1 trillion dollarsThere are 6 US companiesThere is ( $Microsoft(MSFT.US$、 $Apple(AAPL.US$、 $NVIDIA(NVDA.US$、 $Alphabet-A(GOOGL.US$、 $Amazon(AMZN.US$ ,...
Currently, the total market value is over 1 trillion dollarsThere are 6 US companiesThere is ( $Microsoft(MSFT.US$、 $Apple(AAPL.US$、 $NVIDIA(NVDA.US$、 $Alphabet-A(GOOGL.US$、 $Amazon(AMZN.US$ ,...
Translated
![Comparable to the total GDP of major countries! Who will join the US stock “1 trillion dollar club” next?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240627/12eff9f0a0994f9b6df6b4166ca4baf2.png/thumb?area=105&is_public=true)
![Comparable to the total GDP of major countries! Who will join the US stock “1 trillion dollar club” next?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240628/2e1409df6ecf80b99368a62b22331f0a.png/thumb?area=105&is_public=true)
![Comparable to the total GDP of major countries! Who will join the US stock “1 trillion dollar club” next?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240627/fbee65c2b4158562df9537b3b336d6fa.png/thumb?area=105&is_public=true)
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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 39434.47 yen, 232.60 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 10.22 points at 2792.73.
Top news
The unstoppable depreciation of the yen, the FRB's dominance of financial markets is clear - there is no way to beat Japan
As the yen exchange rate successively breaks through milestone levels, a harsh reality stands in the way of the Japanese authorities. Unless the US financial authorities relax their “longer and higher” policy stance, the depreciation of the yen will not stop. And there is no way for the Japanese authorities to control this.
RELATED ARTICLES
Treasurer Kanda emphasizes “serious concerns” about the rapid depreciation of the yen
The yen is in the latter half of the 160 yen range, and the Kanda treasury is also in the low range for the first time in 38 years - intervention alert is strong
Thinking about politics, the yen exchange rate, and the effects of Japan, the US, and France = Mr. Minoru Uchida
The Bank of Japan decided on a reduction policy for government bond purchases on the 14th. Also, in his response to the Diet on the 18th, President Ueda Kazuo included the possibility of interest rate hikes in July. here...
Market Overview
Today's Nikkei Stock Average began at 39434.47 yen, 232.60 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 10.22 points at 2792.73.
Top news
The unstoppable depreciation of the yen, the FRB's dominance of financial markets is clear - there is no way to beat Japan
As the yen exchange rate successively breaks through milestone levels, a harsh reality stands in the way of the Japanese authorities. Unless the US financial authorities relax their “longer and higher” policy stance, the depreciation of the yen will not stop. And there is no way for the Japanese authorities to control this.
RELATED ARTICLES
Treasurer Kanda emphasizes “serious concerns” about the rapid depreciation of the yen
The yen is in the latter half of the 160 yen range, and the Kanda treasury is also in the low range for the first time in 38 years - intervention alert is strong
Thinking about politics, the yen exchange rate, and the effects of Japan, the US, and France = Mr. Minoru Uchida
The Bank of Japan decided on a reduction policy for government bond purchases on the 14th. Also, in his response to the Diet on the 18th, President Ueda Kazuo included the possibility of interest rate hikes in July. here...
Translated
![Starting with the depreciation of 232 yen on the Nikkei average, the unstoppable depreciation of the yen, and the FRB's control of financial markets is clear - there is no way to beat Japan](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240627/53cfaa04136e4faf87641a01bb858e77.png/thumb?area=105&is_public=true)
![Starting with the depreciation of 232 yen on the Nikkei average, the unstoppable depreciation of the yen, and the FRB's control of financial markets is clear - there is no way to beat Japan](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240627/3e88cd0375534596884056e66168ffb4.png/thumb?area=105&is_public=true)
![Starting with the depreciation of 232 yen on the Nikkei average, the unstoppable depreciation of the yen, and the FRB's control of financial markets is clear - there is no way to beat Japan](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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