pomuchan
liked
Hello MOOMOO users! Thank you for your hard work today at the close.Today's summary of the stock market is as follows. Thank you.
● The Nikkei Stock Average ended at ¥38,572.60, up ¥128.02 from the previous trading day.
● Foreign Exchange Summary: Yen appreciates to around 155.20 yen against the dollar temporarily, amid speculation of additional rate hikes by the Bank of Japan.
●Seven & I continues to rise, with reports that KKR from the USA is considering preferential share investment in the company's MBO proposal.
●SoftBank Group rebounds as Nasdaq rises, aiming to break away from the 25-day moving average.
Hot Stocks: $Seven & i Holdings (3382.JP)$、 $SoftBank Group (9984.JP)$、 $Nissan Motor (7201.JP)$、 $Tokyo Electron (8035.JP)$etc
MOOMOO news Japanese Stocks Kouchi
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at ¥38,572.60, up ¥128.02 from the previous trading day, while the Tokyo Stock Price Index (TOPIX) closed at 2,688.31, down 2.50 points. With the upcoming Bank of Japan meeting next week, expectations of additional rate hikes in Japan are rising, leading to continued buying of the yen. On the other hand, additional rate cuts in the United States...
● The Nikkei Stock Average ended at ¥38,572.60, up ¥128.02 from the previous trading day.
● Foreign Exchange Summary: Yen appreciates to around 155.20 yen against the dollar temporarily, amid speculation of additional rate hikes by the Bank of Japan.
●Seven & I continues to rise, with reports that KKR from the USA is considering preferential share investment in the company's MBO proposal.
●SoftBank Group rebounds as Nasdaq rises, aiming to break away from the 25-day moving average.
Hot Stocks: $Seven & i Holdings (3382.JP)$、 $SoftBank Group (9984.JP)$、 $Nissan Motor (7201.JP)$、 $Tokyo Electron (8035.JP)$etc
MOOMOO news Japanese Stocks Kouchi
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at ¥38,572.60, up ¥128.02 from the previous trading day, while the Tokyo Stock Price Index (TOPIX) closed at 2,688.31, down 2.50 points. With the upcoming Bank of Japan meeting next week, expectations of additional rate hikes in Japan are rising, leading to continued buying of the yen. On the other hand, additional rate cuts in the United States...
Translated
34
1
4
pomuchan
liked
AI semiconductor No.2の $Broadcom (AVGO.US)$ announced earnings reports after the close on December 12th. Following that, in after-hours trading, the stock price surged by over 14%.Reached an all-time high last week.
KeyReasons for the Increaseare believed to be the following two.
1)Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2)The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...
KeyReasons for the Increaseare believed to be the following two.
1)Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.AI Revenuereaching $12.2 billion in the fiscal year 2024, up from $3.8 billion in the previous year.Expanded by 3.2 times.Reached an all-time high last week.
2)The company expects for the fiscal year 2027Including custom AI semiconductors and networksThe "attainable market size" of AI productsis predicted to potentially reach up to $90 billion.Custom AI semiconductor is the market leader.For Broadcom,the growth opportunity appears to be significant.Estimated.
Earnings Call Highlights
● Fiscal year 2024 performance: AI revenue triples.
◇For the fiscal year 2024 (October 2024).AI revenue including custom AI semiconductors and networks reached $12.2 billion, expanding 3.2 times from $3.8 billion in fiscal year 2023.The ratio of AI revenue to semiconductor solutions revenue has expanded from less than 5% five years ago to 41%.
◇Revenue from AI for the fiscal year 2024 reached $12.2 billion, up from $3.8 billion in the previous year.Revenue reached a record high. .AI products It was performing well...
Translated
+1
44
45
pomuchan
voted
Last week, the sharp rise in Bitcoin and Palantir stocks greatly livened up the market, and NVIDIA's shares also continued to attract investors' attention. Many investors can be seen carefully planning next year's strategy while looking back on this year's achievements. Now, MOOMOO will introduce the content that the investors have focused on!
■Most Liked Posts🎖️
(Selected by views, likes, and comments)
TOP 1 @White applesSan: 「A slightly early review of 2024.」
A rich reflection, far beyond what one would expect from just two years of investment experience, is recorded on the concept of portfolio construction and response to market fluctuations. A future promising investor, whose further growth is highly anticipated.
TOP 2 @tm_speedstyle371San: 「(Soliloquy) 2025. Thoroughly thinking about the new NISA」
Specializing in semiconductors and quantum computers, it features a clear investment strategy and stock analysis, as well as a very comprehensive investment plan including portfolio construction with a long-term perspective utilizing the new NISA.
TOP 3 @Mr. High Price CatcherSan: 「Dear SMCI」
💡...
■Most Liked Posts🎖️
(Selected by views, likes, and comments)
TOP 1 @White applesSan: 「A slightly early review of 2024.」
A rich reflection, far beyond what one would expect from just two years of investment experience, is recorded on the concept of portfolio construction and response to market fluctuations. A future promising investor, whose further growth is highly anticipated.
TOP 2 @tm_speedstyle371San: 「(Soliloquy) 2025. Thoroughly thinking about the new NISA」
Specializing in semiconductors and quantum computers, it features a clear investment strategy and stock analysis, as well as a very comprehensive investment plan including portfolio construction with a long-term perspective utilizing the new NISA.
TOP 3 @Mr. High Price CatcherSan: 「Dear SMCI」
💡...
Translated
51
3
pomuchan
Set a live reminder
$NVIDIA (NVDA.US)$ Japan will hold the earnings call for the third quarter of the fiscal year 2025 at 7:00 a.m. on Thursday, November 21, 2024, Japan time.
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
◆ Notes
The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
The rise in Nvidia's stock price due to the AI boom is remarkable. The stock price has almost tripled year-to-date, surpassing apple again in market capitalization on the 5th and reaching the world's top spot. Furthermore, riding the wave of the Trump former president's comeback, it set a new all-time high on the 7th. Nvidia became the first chipmaker to solidify its position as the world's most valuable company.
Will this earnings report further push up the stock price? Don't miss this live event!
This presentationdelivered in subtitle translation formatWill be delivered on apple.。If you wish to watch,ReservationPlease click the 'Reserve' button.
◆ Notes
The content of this live is provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Machine translation from English to Japanese...
Translated
Earnings reports can have a big impact, NVDA's earnings announcement live stream (with Japanese subtitles).
Nov 21 06:00
41
20
pomuchan
voted
$NVIDIA (NVDA.US)$ After the closing of the US stock market on November 20th, Earnings for the third quarter of fiscal year 2025are scheduled to be announced.A comeback by former president Trumpriding the wave of a stock market rally on the 7threached a new all-time high,Will this earnings announcement further push up the stock price?
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
On the next business day after the earnings reports, what will be the closing price of nvidia stock? Let's predict the closing price and vote!
【Compensation】
● Distribute 10,000 points
At 10:30 PM on November 21st (Japan time)By the deadline, nvidia's Closing price on November 21st (6 AM on November 22nd Japan time) Predict the closing price and select from the price ranges below. If the actual closing price falls within the range you voted for, points will be equally distributed to all users who voted in that range (Example: If 50 users hit the target range, each will earn 200 points!)
[Hit Challenge! 1,000 yen Amazon gift card]
Predict the closing price of nvidia accurately and seize the chance to get additional benefits!
On November 21st...
Translated
144
786
5
pomuchan
voted
31
1
pomuchan
Set a live reminder
The Federal Reserve Board (FRB) will convene the Federal Open Market Committee (FOMC) at 4:30 am Japan time on November 8th to determine monetary policy. In this FOMC meeting,a 0.25% rate cut isexpected. However, recent labor statistics show signs of cooling in the job market. As the rate cut in September was 0.5%, the market is nervously watching the pace and size of the rate cuts.
After the FOMC, It is particularly important to pay attention to what Chairman Powell will comment on. and how his remarks will affect the market and future monetary policy are the focus.Let's reserve the live broadcast and check Chairman Powell's remarks in real time! Subtitle translation format. Those who wish to watch, please
This event will bewill be in subtitled translation formatIt will be streamed in real time. For those who wish to watch, please make a reservation.Please click the button.
◆ Notes
The contents of this live broadcast are provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. From English to Japanese...
After the FOMC, It is particularly important to pay attention to what Chairman Powell will comment on. and how his remarks will affect the market and future monetary policy are the focus.Let's reserve the live broadcast and check Chairman Powell's remarks in real time! Subtitle translation format. Those who wish to watch, please
This event will bewill be in subtitled translation formatIt will be streamed in real time. For those who wish to watch, please make a reservation.Please click the button.
◆ Notes
The contents of this live broadcast are provided through subtitle translation services for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. From English to Japanese...
Translated
Powell, Chairman of the U.S. Federal Reserve, press conference live broadcast (subtitled translation)
Nov 8 03:30
7
1
pomuchan
commented on
AI相場が2年近く続いているなか、決算ごとに新たな「勝ち組」と「負け組」が浮上and「勝ち組」と「負け組」の入れ替わりThis trend is also occurring. In this earnings season, there have been movements to 'classify' winners and losers based on earnings announcements.
今回は、決算発表を終えたAI・半導体関連の米国株の中からまずは、その「勝ち組」と「負け組」を確認する。そのうえ、決算内容や業績見通しから「順張り」と「逆張り」銘柄をセレクトした。中には注目の大型テック株に限らず、中小型の「隠れAI株」Also included in etc.
● Momentum stocks: Stocks with a strong stock price background due to good performance, and good performance outlook in the future
● Contrarian stocksAlthough the stock price fell due to weak earnings, the stock is expected to benefit from AI in the medium to long term.
Winners and losers in AI and semiconductor-related sectors.
In this earnings season, as in the previous one, there have been movements to 'classify' winners and losers in AI and semiconductor-related stocks. Some stocks have seen significant price increases, due to strong earnings and performance contributions from AI, while others have expressed concerns over weak earnings and AI contributions...
今回は、決算発表を終えたAI・半導体関連の米国株の中からまずは、その「勝ち組」と「負け組」を確認する。そのうえ、決算内容や業績見通しから「順張り」と「逆張り」銘柄をセレクトした。中には注目の大型テック株に限らず、中小型の「隠れAI株」Also included in etc.
● Momentum stocks: Stocks with a strong stock price background due to good performance, and good performance outlook in the future
● Contrarian stocksAlthough the stock price fell due to weak earnings, the stock is expected to benefit from AI in the medium to long term.
Winners and losers in AI and semiconductor-related sectors.
In this earnings season, as in the previous one, there have been movements to 'classify' winners and losers in AI and semiconductor-related stocks. Some stocks have seen significant price increases, due to strong earnings and performance contributions from AI, while others have expressed concerns over weak earnings and AI contributions...
Translated
+5
67
4
11