yu-kee
liked
What is this award? 😂
Better than receiving nothing though.
Better than receiving nothing though.
Translated
Vertiv has won the first prize in artificial intelligence datacenter. The income is on Wednesday. -- Barrons.com
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yu-kee
liked
$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$
おやおや?の流れですね。
あれ?なんかおかしいぞ?と。
大統領選の前だからね。でもやっちまった感が。
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
逆イールド復活ですね。昔から言われているあれの前触れ。
おやおや?の流れですね。
あれ?なんかおかしいぞ?と。
大統領選の前だからね。でもやっちまった感が。
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
逆イールド復活ですね。昔から言われているあれの前触れ。
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yu-kee
liked
Moomooユーザーの皆様、こんばんは!今晩のNY株の読み筋です。
市場概況
米国市場スタート、優良株で構成するダウ工業株30種平均は209.70ドル高の40555.11ドル、ハイテク株比率が高いナスダック総合株価指数が144.84ポイント高の16835.67で始まった。米国大型株である500社の銘柄で構成するS&P500種平均は33.65ポイント高の5442.07。
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
トップニュース
インフレの行方
●米国株式先物は、トレーダーが水曜日に予定されているインフレ数値に注目する中、部分的な回復を示唆している。金曜日に雇用統計が予想以上に減速したことを受け、株価は2023年3月以来最悪の週となった。
●エコノミストは、8月の米消費者物価の上昇が緩やかになったと予想しており、今月末の米連邦準備制度理事会(FRB)による少なくとも25...
市場概況
米国市場スタート、優良株で構成するダウ工業株30種平均は209.70ドル高の40555.11ドル、ハイテク株比率が高いナスダック総合株価指数が144.84ポイント高の16835.67で始まった。米国大型株である500社の銘柄で構成するS&P500種平均は33.65ポイント高の5442.07。
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
トップニュース
インフレの行方
●米国株式先物は、トレーダーが水曜日に予定されているインフレ数値に注目する中、部分的な回復を示唆している。金曜日に雇用統計が予想以上に減速したことを受け、株価は2023年3月以来最悪の週となった。
●エコノミストは、8月の米消費者物価の上昇が緩やかになったと予想しており、今月末の米連邦準備制度理事会(FRB)による少なくとも25...
+1
23
yu-kee
reacted to and voted
$Super Micro Computer (SMCI.US)$ It is expanding its share in the AI server market, although it is small. Analysts at Bank of America believe that the company's market share isIt is expected to expand from 10% in 2023 to 17% in 2026.Keybanc Capital Markets analyst Thomas Blakey is even more bullish, predicting a market share of 23% this year.
Supermicro was hit with a double punch of bad news last week. First, the companyHindenburg ResearchThe subject of a report issued by bank of america corp, highlighting accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the annual report submission would be delayed.
According to analysts at JP Morgan, it is important to note that the short report has been lingering in suspicion and lacks evidence. Most of the suspicions are regarding existing, already known issues, and the report lacks detailed information about the suspected misconduct.
Supermicro was hit with a double punch of bad news last week. First, the companyHindenburg ResearchThe subject of a report issued by bank of america corp, highlighting accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the annual report submission would be delayed.
According to analysts at JP Morgan, it is important to note that the short report has been lingering in suspicion and lacks evidence. Most of the suspicions are regarding existing, already known issues, and the report lacks detailed information about the suspected misconduct.
Translated
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yu-kee
liked
$Palantir (PLTR.US)$
PLTR is ranked first in the number of unicorn founders.
There are 15 former employees who are unicorn founders.
According to CEO Alex Karp, a Palantir Tech degree is more valuable than an Ivy League degree.
PLTR is ranked first in the number of unicorn founders.
There are 15 former employees who are unicorn founders.
According to CEO Alex Karp, a Palantir Tech degree is more valuable than an Ivy League degree.
Translated
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yu-kee
liked
This week's highlights
This week, Japanese stocks are expected to move forward and backward. While excessive concerns about the U.S. economy have receded, expectations for a soft landing will strengthen if rate-cut speculation for September is maintained, leading to a buying spree. However, with the passing of the much-anticipated earnings reports and economic indicators for both Japan and the U.S., and a lack of new material, the market is once again...The market will unfold while keeping an eye on monetary policies in Japan and the U.S.There is also a possibility that the toro may determine the possibility of a rate cut in September, given the high expectations for Chair Powell to explicitly mention it.There is also the possibility of a firm market continuing until the middle of the week.If there are no positive comments on the September rate cut in the U.S., there is a risk that Japan's stocks will fall along with the U.S. stocks. On the other hand, Daiwa Securities' Chief Economist Tomohiro Suenaga also indicates the view that 'there is no particular reason for further depreciation of the yen, given the completely opposite monetary policies of the central banks of Japan and the United States, so it is likely to be difficult for the yen to weaken in the near future.'
This weekThe key point for U.S. stocks is where they will settle after the excessive speculation of a rate cut in the U.S. is corrected.The annual Jackson Hole conference will be held from the 22nd to the 24th, and Federal Reserve Chairman Powell's keynote speech is scheduled for the 23rd. The market...
This week, Japanese stocks are expected to move forward and backward. While excessive concerns about the U.S. economy have receded, expectations for a soft landing will strengthen if rate-cut speculation for September is maintained, leading to a buying spree. However, with the passing of the much-anticipated earnings reports and economic indicators for both Japan and the U.S., and a lack of new material, the market is once again...The market will unfold while keeping an eye on monetary policies in Japan and the U.S.There is also a possibility that the toro may determine the possibility of a rate cut in September, given the high expectations for Chair Powell to explicitly mention it.There is also the possibility of a firm market continuing until the middle of the week.If there are no positive comments on the September rate cut in the U.S., there is a risk that Japan's stocks will fall along with the U.S. stocks. On the other hand, Daiwa Securities' Chief Economist Tomohiro Suenaga also indicates the view that 'there is no particular reason for further depreciation of the yen, given the completely opposite monetary policies of the central banks of Japan and the United States, so it is likely to be difficult for the yen to weaken in the near future.'
This weekThe key point for U.S. stocks is where they will settle after the excessive speculation of a rate cut in the U.S. is corrected.The annual Jackson Hole conference will be held from the 22nd to the 24th, and Federal Reserve Chairman Powell's keynote speech is scheduled for the 23rd. The market...
Translated
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yu-kee
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Good morning, moomoo users!This is a summary of the morning open today. Thank you in advance.
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 33,414.51 yen, up 245.46 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,353.62, up 17.19 points.
Top News
The highest dividends for companies are expected to be 16 trillion yen in the fiscal year ending March 2024, with an effect of 3 trillion yen on households.
The total dividends for listed companies in the fiscal year ending March 2024 are expected to reach 16 trillion yen, the highest ever. It is expected to exceed by 400 billion yen since the end of September, resulting in 3 trillion yen in income for households. Shareholder returns driven by strong performance will give impetus to the new small-sum investment non-taxation system, NISA.
In a world with interest rates, it is difficult for the Bank of Japan and the market to have a dialogue, according to Mr. Hattori from the University of Tokyo.
There is a growing view that the Bank of Japan's large-scale monetary easing 'exit' is near. What are the challenges facing Japan's bond market as the 'world with interest rates' approaches? Recently, many market participants have been focusing on the 'Introduction to Japanese Government Bonds' (Financial and Fiscal Policy Research Group) published by Takahiro Hattori, a special lecturer at the University of Tokyo's Graduate School of Public Policy.
The yen is in the mid-142 yen range against the dollar, weighed down by improved investor sentiment due to the high US stock market.
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 33,414.51 yen, up 245.46 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) started at 2,353.62, up 17.19 points.
Top News
The highest dividends for companies are expected to be 16 trillion yen in the fiscal year ending March 2024, with an effect of 3 trillion yen on households.
The total dividends for listed companies in the fiscal year ending March 2024 are expected to reach 16 trillion yen, the highest ever. It is expected to exceed by 400 billion yen since the end of September, resulting in 3 trillion yen in income for households. Shareholder returns driven by strong performance will give impetus to the new small-sum investment non-taxation system, NISA.
In a world with interest rates, it is difficult for the Bank of Japan and the market to have a dialogue, according to Mr. Hattori from the University of Tokyo.
There is a growing view that the Bank of Japan's large-scale monetary easing 'exit' is near. What are the challenges facing Japan's bond market as the 'world with interest rates' approaches? Recently, many market participants have been focusing on the 'Introduction to Japanese Government Bonds' (Financial and Fiscal Policy Research Group) published by Takahiro Hattori, a special lecturer at the University of Tokyo's Graduate School of Public Policy.
The yen is in the mid-142 yen range against the dollar, weighed down by improved investor sentiment due to the high US stock market.