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$Novo-Nordisk A/S (NVO.US)$ $Eli Lilly and Co (LLY.US)$
アングル：肥満症薬に熱視線、30年代初頭までに世界年間売上高1500億ドルへ(一部抜粋)
ノボノルディスクやイーライリリーの肥満症治療薬に注目が集まる中、供給増加、使用範囲拡大の可能性、競合薬の登場により、この治療薬の世界年間売上高が２０３０年代初頭までに約１５００億ドルに達すると一部専門家が予測している。
１年前の予測（１０００億ドル程度）から大幅に引き上げられた形だ。
アングル：肥満症薬に熱視線、30年代初頭までに世界年間売上高1500億ドルへ(一部抜粋)
ノボノルディスクやイーライリリーの肥満症治療薬に注目が集まる中、供給増加、使用範囲拡大の可能性、競合薬の登場により、この治療薬の世界年間売上高が２０３０年代初頭までに約１５００億ドルに達すると一部専門家が予測している。
１年前の予測（１０００億ドル程度）から大幅に引き上げられた形だ。
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
VWAP went down 🤔
It may drop before or when it opens![]()
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VWAP went down 🤔
It may drop before or when it opens
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$Bitcoin (BTC.CC)$
Will the outflow of DMM have an impact?
Will the outflow of DMM have an impact?
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After closing the US stock market on 5/22 (morning of the 23rd Japan time), NVIDIAFirst quarter of fiscal year 2025We are planning to announce financial results.![]()
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!![]()
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[Rewards]
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
![]()
[Exclusive 500 yen Amazon gift card]
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
Representative of the AI (artificial intelligence) boomAttention is being paid to what kind of results the company's financial results will have and how the entire market will respond. On the next trading day after financial results are announcedClosing price of NVIDIA sharesPlease predict and vote!
● 5,000 points distributed evenly
May 23 at 10 p.m. (Japan time)By,NVIDIA's closing price for 5/23 (5:00 a.m. on the 24th Japan time)Anticipate and select the price range below. If the actual closing price falls within the price range you voted for, points will be distributed evenly among users who voted for that price range (for example, 50 users can each earn 100 points if they make accurate predictions!).
Would you like to take part in more challenging contests?
May 23 at 10:30 p.m. (Japan time)By,NVIDIA's closing price on 5/23Anticipate and post (e.g., “The closing price will be $950...
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![[Bonus available] Get benefits by predicting the closing price after Nvidia's Q1 financial results are announced!](https://sgsnsimg.moomoo.com/sns_client_feed/181000777/20240521/1716277276613-8fc60becf0.jpeg/thumb?area=105&is_public=true)
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In the future, the “power war” caused by AI(some excerpts)
AI consumes electricity. It also consumes more than you can imagine. The world may soon run out of electricity.
On 3/7 US time, the Washington Post published an article titled “Amid explosive demand, the United States is running out of electricity.”
The media stated the following. “Data centers and clean technology plants that consume large amounts of electricity have increased rapidly across the country, and while utilities and regulators are searching for reliable plans to expand aging national power grids, large regions of the United States are facing the risk of power shortages [abbreviation] In northern Virginia, electricity equivalent to several large nuclear power plants is needed to service all new data centers being planned and under construction ”
In the age of AI, more electricity will be needed. The same is true for future prosperity. Competition to supply that power is intensifying. Businesses, countries, and cities will compete for available, reliable, and affordable electricity (and copper has become an essential mineral for electricity).
AI consumes electricity. It also consumes more than you can imagine. The world may soon run out of electricity.
On 3/7 US time, the Washington Post published an article titled “Amid explosive demand, the United States is running out of electricity.”
The media stated the following. “Data centers and clean technology plants that consume large amounts of electricity have increased rapidly across the country, and while utilities and regulators are searching for reliable plans to expand aging national power grids, large regions of the United States are facing the risk of power shortages [abbreviation] In northern Virginia, electricity equivalent to several large nuclear power plants is needed to service all new data centers being planned and under construction ”
In the age of AI, more electricity will be needed. The same is true for future prosperity. Competition to supply that power is intensifying. Businesses, countries, and cities will compete for available, reliable, and affordable electricity (and copper has become an essential mineral for electricity).
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Last year, chip design company's $Arm Holdings (ARM.US)$It was one of Wall Street's hottest initial public offerings. Stock prices showed a sharp rise due to hype against artificial intelligence (AI) -related tailwinds, but recently adjustments have been made.Currently, the stock price has fallen nearly 30% from its high price.
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
The company designs products that are the foundation of modern semiconductors, and Arm designs are used in about half of the world's chips. An increasingly digital world guarantees more chip demand and means more arm royalties.But even though stock prices have been sluggish recently, are stock prices already too high?
Arm is developing a semiconductor architecture, which is the basic design of a chip. Whenever a company manufactures a chip based on an arm's design, the company earns a small fee or royalty. This is a high-profit business model with a gross profit margin in the latter half of the 90% range.
Management expects the business to generate revenue of approximately $3.1 billion this year and become a surplus. According to analysts' predictions, this year's profit per share is about 1.20 dollars, and the stock price is for 2024...
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Good morning to all Moomoo users!![]()
Here are the key points of the early morning report today.
●[Tokyo Stock Market Forecast Range] 40,000 yen-404,000,400 yen (Closing price on the 28th, 40,168.07 yen)
●The change in tone of the FRB chairman, expected to stop inflation due to the inclination towards employment in the bond market
●US consumer sentiment, high level since July 2021 - due to stock market rise and inflation slowdown
●The yen is in the 151 yen range against the dollar, with little movement at the end of the fiscal year and European and American holidays - attention on US PCE
●Amazon to invest about 150 billion dollars in data centers - responding to the AI boom
●Lilly's obesity treatment drug is in short supply at Amazon and Rite Aid - rapid increase in demand
Xiaomi's first electric vehicle will be released starting from 4.5 million yen to compete with Tesla.
moomoo news of individual stocks Amelia
Market Overview
In the U.S. stock market on the 28th, the Dow Jones Industrial Average rose by 47.29 cents to 0.039807 dollars and the Nasdaq Composite Index fell by 20.063 points to 0.016379.458. In the Tokyo stock market on the 29th, there was buying back mainly in leading stocks amid mixed buying and selling.
●[Tokyo Stock Market Forecast Range] 40,000 yen-404,000,400 yen (Closing price on the 28th, 40,168.07 yen)
●The change in tone of the FRB chairman, expected to stop inflation due to the inclination towards employment in the bond market
●US consumer sentiment, high level since July 2021 - due to stock market rise and inflation slowdown
●The yen is in the 151 yen range against the dollar, with little movement at the end of the fiscal year and European and American holidays - attention on US PCE
●Amazon to invest about 150 billion dollars in data centers - responding to the AI boom
●Lilly's obesity treatment drug is in short supply at Amazon and Rite Aid - rapid increase in demand
Xiaomi's first electric vehicle will be released starting from 4.5 million yen to compete with Tesla.
moomoo news of individual stocks Amelia
Market Overview
In the U.S. stock market on the 28th, the Dow Jones Industrial Average rose by 47.29 cents to 0.039807 dollars and the Nasdaq Composite Index fell by 20.063 points to 0.016379.458. In the Tokyo stock market on the 29th, there was buying back mainly in leading stocks amid mixed buying and selling.
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$Eli Lilly and Co (LLY.US)$ Is it time to buy...
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