Main six semiconductor-related companiesThe consolidated financial results for the third quarter of the fiscal year ending March 2025 (Laser Tech for the second quarter of the fiscal year ending June 2025) are,All companies experienced revenue and profit growth.It was.The strong demand for AI semiconductors continues.Regarding the full-year performance forecast, $Advantest (6857.JP)$and $Screen Holdings (7735.JP)$Next,今期３回目となる上方修正を発表した。株価はほとんどの社が下落トレンドから浮上できておらず、アドバンテストが独り勝ちの状態だ。同社はAI半導体市場をけん引する米 $NVIDIA (NVDA.US)$のサプライヤーであることに加え、中国依存度が低く、米国規制によるリスク回避の観点から相対的に資金が入りやすかった。
中国売上高はピークアウトへ？
In the first half of 2024, ahead of the strengthening of export restrictions by the USA on ChinaChinese companies hurried to buytherefore,the revenue for China at many equipment manufacturers increased. It is expected that the demand will gradually decrease in the future, and the proportion of China has already decreased for overseas equipment leaders. Dutch major $ASML Holding (ASML.US)$has had a Chinese proportion of nearly 50% in the past year or soHalf of the total...

$NVIDIA (NVDA.US)$
Don't you dare come back already...💃💃💃

Hello MOOMOO users, good morning!Here is a summary of the morning opening. Thank you.
Market Overview
On the 22nd, the Tokyo stock market started on a bullish note, with the Nikkei Stock Average opening 327.24 yen higher than the previous trading day at 39,355.22 yen, and the Tokyo Stock Price Index (TOPIX) starting at 2,733.91, up 20.41 points. The Tokyo stock market continues to see buying momentum centered around leading stocks. The market sentiment has turned bullish due to President Trump not implementing policies such as raising tariffs on his first day in office. In the US, the Philadelphia Semiconductor Index has been rising for 5 consecutive days, leading to a positive outlook on the semiconductor sector in the Tokyo market as well.
The USD/JPY strengthened in the early morning as news of President Trump's plan to tax China was reported, with buying prevailing and reaching the upper 155 yen level per dollar.
Top News
USD foreign exchange market summary: Softened to 155 yen and 20 sen for a time due to the postponement of Trump's tariffs on the first day, ETC.
On the 21st, the dollar-yen exchange rate in the New York Foreign Exchange market was around 1 dollar = 155.52 yen, a decrease of 10 from the previous day...

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At MOOMOO, we have an economist and Global Strategist,Mr. Emin Yulmazas a strategist, Tomohiro Okawa,We will be holding a New Year seminar to welcome you!
Renowned economist and strategist,will analyze the future trends of the global economy and stock prices, starting with America.Introducing the guest.
Introducing the guest.
Mr. Emin Yurmas:Originally from Istanbul, Turkey, Mr. Yurmas graduated from the University of Tokyo and later founded Ladybird Capital in 24, after working at Nomura Securities. He currently serves as the representative, and is active as an international economist.
Mr. Takahiro Okawa:After joining Nomura Research Institute as a new graduate in 2005, Mr. Okawa went on to work at JP Morgan Asset Management, Credit Suisse Securities, UBS Securities, and finally established the Chikensai Oskar Group in 2016. He currently serves as CEO and Chief Strategist, forecasting the stock market, devising investment strategies, and designing funds, among other activities.
...

The Republican Party narrowly wins the majority in the US House of Representatives.
December 5, 9:29 AM GMT+9
According to Edison Research, the Democratic candidate won the last undecided seat in the California district, in the US House election held on November 5th.
As a result, the results of all seats (a total of 435) have been confirmed. The Republican Party has 220 seats, while the Democratic Party has 215 seats, with the Republican Party achieving a majority.
It remains uncertain whether President Trump's policies will proceed smoothly, the uncertainty and ambiguity remain the same.Even after taking office, it may feel chaotic for a few months.