Information BOX: Companies likely to be affected by the tariff policy announced by the next US President Trump
November 26, 2024, 2:30 PM GMT+9
On the 25th, the next US President Trump announced that he will impose a 25% tariff on all imports from Mexico and Canada on his first day in office, and an additional 10% tariff on imports from China. Learn more
メキシコに製造拠点を持つ企業は以下の通り。
＜アジアの自動車メーカー＞
＊ホンダ(7267.T)
メキシコで生産する車の８０％を米国市場に供給。青山真二最高執行責任者（ＣＯＯ）は今月、米国がメキシコからの輸入車に恒久的な関税を課すことになれば、生産移転を考えなければならないと発言した。
*Nissan Motor Co (7201.T)
Having two factories in Mexico, producing Sentra, Versa, and Kicks for the US market. The production volume in Mexico from January to September this year was about 505,000 units. The number of units exported to the US market from this total has not been disclosed.
*Toyota Motor (7203.T)
Their operations in Mexico are relatively small, producing the pickup truck 'Tacoma' at two factories in Mexico. Last year, they produced 230,000 units in the USA.

$Oriental Land (4661.JP)$ Keisei Electric Railway has been rising significantly since yesterday, so are many people buying in response to it?

$Tokyo Electron (8035.JP)$ The Queen's Ekiden had a lot of Bang Bang commercials running, so the imprint effect must be huge.

Good morning moomoo users! We will bring you updates on hot stocks and the latest rating information for the morning session.
Strengths and weaknesses of today
11/26 [Strength and Weakness Factors]
3 key points to watch in the morning session
●Positive sentiment in US stocks, while assessing the impact of Nvidia's decline
● $Ricoh (7752.JP)$announces revision of fiscal year 2025 performance forecast. Operating profit was revised downward from 70 billion yen on November 8 to 52 billion yen, but this time it was upwardly revised from 52 billion yen to 61 billion yen.
Points of Interest in the Morning Session: $Shimadzu (7701.JP)$efficiency in aircraft equipment production, aiming for a 20% cost reduction by fiscal year 2030
Active stocks, hot stocks.
On the 26th, the Tokyo stock market is falling. This is led by futures due to President-elect Trump mentioning a tariff increase on Mexico and others. In terms of global sectors, textiles & apparels, retail trade, and aviation stocks are rising, while exporting-related stocks such as electrical machinery and machinery, as well as marine shipping stocks, are seeing selling pressure. Stocks of oil, coal products, and trading companies are also falling due to the decline in overseas crude oil futures.
$Mitsui E&S (7003.JP)$Rising. PACECO, the company and its US subsidiary, are operating in US ports...

$IHI (7013.JP)$ If you take on a challenge, errors may occur occasionally. It may decline in the short term, but I bought IHI.Good luck! IHI！！

$Bitcoin (BTC.CC)$ Even if I prepare the funds and wait below, it's hard to buy. It's too strong.

$Eli Lilly and Co (LLY.US)$ Lily-chan welcome back.You are the one to solve obesity in America.

$NANO Nuclear Energy (NNE.US)$ Bought 0.3 million yen worth for now.

Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...