Points of the Week
This week's outlook for Japanese stocks is slightly negative. While there is lingering caution about being in the zone of record highs after the rapid recent rise, expectations for strong performance of domestic companies and bullish sentiment are persistent, creating a tug of war. However, amid the rapid appreciation of the yen...Expectations for an upward revision of this term's performance may also be diminishing.According to the Bank of Japan's short-term economic observation survey (Tankan, June survey), the assumed exchange rate for this term by companies is 144.77 yen. If the yen continues to appreciate, the expectation of improved performance is likely to shrink, and if the Bank of Japan's interest rate hike expectations fade, low yen interest rates could have a negative impact on financial stocks.This week, the economic indicators of the United States and the earnings reports of major semiconductor-related companies are expected to be the focus of attention.seems to be.
In semiconductor-related stocks, the Dutch equipment manufacturer $ASML Holding (ASML.US)$On the 17th, and on the 18th, the largest contract chip manufacturer $Taiwan Semiconductor (TSM.US)$(TSMC) and $Disco (6146.JP)$ are scheduled to announce. qitabankuai...

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ I am a fool who comments without holding back! The Nikkei went up, right? It will go up again tomorrow, won't it? Although it is Japan's semiconductors, if the USA semiconductors rise, it will naturally go up! Currently, even if the USA goes down, Japan's structure is to go up! The pro of the Nikkei is Kei Asakura! I like this old man! But I won't become a member!