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On January 20th (Monday) local time, Donald Trump's second term officially began. In his inauguration speech, the consistent emphasis was on 'making America great again' and 'America First', with many related measures and policy directions announced. At the end of the speech, he declared that 'the greatest four years in American history begins now'. In response to President Trump's inauguration speech, the market has been fluctuating. Based on Trump's inauguration speech, the financial investment industry, including Wall Street, islooking for 'beneficiary stocks' that could profit under the Trump 2.0 administration.
Let's summarize the key points discussed in the 30-minute inauguration speech and check for hidden investment opportunities.
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Investment opportunities hidden in Trump's inauguration speech! What are the 8 key points and the anticipated beneficiary stocks?
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A state of emergency will be declared at the southern border, and measures will be taken to strengthen the response to illegal immigration.
Industry expecting benefits: Stocks related to prisons
Related stocks: $The GEO Group Inc (GEO.US)$ $CoreCivic, Inc. (CXW.US)$etc
First, Mr. Trump addressed immigration and border issues, declaring a national emergency at the southern border of the United States. He aims to prevent illegal immigration and implement the "Remain in Mexico" policy...
Let's summarize the key points discussed in the 30-minute inauguration speech and check for hidden investment opportunities.
Industry expecting benefits: Stocks related to prisons
Related stocks: $The GEO Group Inc (GEO.US)$ $CoreCivic, Inc. (CXW.US)$etc
First, Mr. Trump addressed immigration and border issues, declaring a national emergency at the southern border of the United States. He aims to prevent illegal immigration and implement the "Remain in Mexico" policy...
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President Biden of the USA announced a new export control proposal for Artificial Intelligence (AI) chips as his administration's transition approaches. This is expected to significantly impact the AI semiconductor industry, especially companies like $NVIDIA (NVDA.US)$や $Advanced Micro Devices (AMD.US)$AI chip makers such as etc. are expected to be greatly affected.
This new regulation divides target countries into three tiers, without applying restrictions on chip sales to 18 major allied countries like Japan, South Korea, United Kingdom, and Canada, allowing for large purchases of AI semiconductors. In approximately 120 countries and regions including Israel, Singapore, Saudi Arabia, and the United Arab Emirates, up to 1700 basic advanced GPUs can be used without a license. Moreover, by meeting security requirements, more computational power equivalent to a larger number of advanced GPUs can be deployed. On the other hand, to prevent diversion to concerning countries, number management is implemented. Concerning countries like China, North Korea, and Russia are subject to export restrictions, with technology transfer being completely prohibited.
NVIDIA's revenue from the Chinese market accounts for a significant proportion, and concerns are raised about the impact of export restrictions due to new regulations on revenue...
This new regulation divides target countries into three tiers, without applying restrictions on chip sales to 18 major allied countries like Japan, South Korea, United Kingdom, and Canada, allowing for large purchases of AI semiconductors. In approximately 120 countries and regions including Israel, Singapore, Saudi Arabia, and the United Arab Emirates, up to 1700 basic advanced GPUs can be used without a license. Moreover, by meeting security requirements, more computational power equivalent to a larger number of advanced GPUs can be deployed. On the other hand, to prevent diversion to concerning countries, number management is implemented. Concerning countries like China, North Korea, and Russia are subject to export restrictions, with technology transfer being completely prohibited.
NVIDIA's revenue from the Chinese market accounts for a significant proportion, and concerns are raised about the impact of export restrictions due to new regulations on revenue...
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This article uses automatic translation in part.
The US Department of LaborOn Wednesday night, January 15, 2025, at 22:30 Japan time. December US Consumer Price Index (CPI)Scheduled to be announced.
According to market expectations, the comprehensive CPI is expected to increase by 0.3% month-on-month, with a growth of 2.9% year-on-year. The core index, excluding volatile food and energy, is forecasted to rise by around 0.2% month-on-month, with a 0.3% increase in the past 4 months until November. The growth rate compared to the same month last year is predicted to reach 3.3% for 4 consecutive months.
On the other hand, the December US employment statistics released on the 10th showed a significant increase of 250,600 non-farm payroll employees compared to the previous month, far exceeding expectations. Speculation on the Fed's interest rate cut has strengthened further, indicating a stagnation in the progress of inflation suppression.
Furthermore, according to the University of Michigan's Consumer Sentiment Index announced on the 11th, long-term inflation expectations of US consumers have risen to the levels last seen in 2008. The percentage of consumers who answered that they can avoid future price increases by purchasing high-priced goods has increased to 22%, maintaining the highest level since 1990...
The US Department of LaborOn Wednesday night, January 15, 2025, at 22:30 Japan time. December US Consumer Price Index (CPI)Scheduled to be announced.
According to market expectations, the comprehensive CPI is expected to increase by 0.3% month-on-month, with a growth of 2.9% year-on-year. The core index, excluding volatile food and energy, is forecasted to rise by around 0.2% month-on-month, with a 0.3% increase in the past 4 months until November. The growth rate compared to the same month last year is predicted to reach 3.3% for 4 consecutive months.
On the other hand, the December US employment statistics released on the 10th showed a significant increase of 250,600 non-farm payroll employees compared to the previous month, far exceeding expectations. Speculation on the Fed's interest rate cut has strengthened further, indicating a stagnation in the progress of inflation suppression.
Furthermore, according to the University of Michigan's Consumer Sentiment Index announced on the 11th, long-term inflation expectations of US consumers have risen to the levels last seen in 2008. The percentage of consumers who answered that they can avoid future price increases by purchasing high-priced goods has increased to 22%, maintaining the highest level since 1990...
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【Must-Check! Top 10 Popular Stocks】Welcome to!![]()
Introducing the top 10 stocks that were hot topics within the app last week, all at once.By providing this information, we hope you can gain new perspectives or find opportunities to enhance your investment skills.
Now, let's begin,Top 10 trending stocksLet's check it out!![]()
1. $NVIDIA (NVDA.US)$ (Attention level ⭐⭐⭐⭐⭐)
The world's largest tech trade show「CES2025」が6日から開催され、波乱の週となった。ファンCEOの講演が行われた翌営業日の株価は一時153.13ドルの最高値を記録したが、その後6％以上下落し、終値は140.14ドルとなった。講演では、Blackwellアーキテクチャを採用した新しいゲーム向けGPU「GeForce RTX 50シリーズ」が発表された。この新製品は1月後半に発売予定である。また、トヨタ自動車への自動運転車向け半導体の供給も発表された。さらに、AI搭載のロボット工学や車両の知能を向上させる "Cosmos"There is a detailed explanation about the technology of the platform, with a 'trillion-dollar scale...
Introducing the top 10 stocks that were hot topics within the app last week, all at once.By providing this information, we hope you can gain new perspectives or find opportunities to enhance your investment skills.
Now, let's begin,Top 10 trending stocksLet's check it out!
1. $NVIDIA (NVDA.US)$ (Attention level ⭐⭐⭐⭐⭐)
The world's largest tech trade show「CES2025」が6日から開催され、波乱の週となった。ファンCEOの講演が行われた翌営業日の株価は一時153.13ドルの最高値を記録したが、その後6％以上下落し、終値は140.14ドルとなった。講演では、Blackwellアーキテクチャを採用した新しいゲーム向けGPU「GeForce RTX 50シリーズ」が発表された。この新製品は1月後半に発売予定である。また、トヨタ自動車への自動運転車向け半導体の供給も発表された。さらに、AI搭載のロボット工学や車両の知能を向上させる "Cosmos"There is a detailed explanation about the technology of the platform, with a 'trillion-dollar scale...
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The world's largest semiconductor contract manufacturer. $Taiwan Semiconductor (TSM.US)$is scheduled to announce the earnings for the fourth quarter of fiscal year 2024 on January 16.
According to MOOMOO, TSMC's 4th quarter of fiscal year 2024revenue is expected to increase by 36.63% year-over-year to 854.666 billion Taiwan dollars.、EPS is expected to increase by 65.04% year-over-year to 73.03 Taiwanese dollars, according to MOOMOO.。
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What are the key points to focus on in the 4Q earnings call?
TSMC reported a revenue of approximately 868.46 billion Taiwanese dollars for the fourth quarter of 2024, representing a year-on-year increase of about 39% (based on monthly disclosures of 314.24 billion Taiwanese dollars in October, 276.06 billion Taiwanese dollars in November, and 278.16 billion Taiwanese dollars in December), surpassing the market consensus of 854.666 billion Taiwanese dollars.
Analysts have pointed out four key points to focus on in the 4Q earnings call.
①Progress and revenue of CoWoS's advanced encapsulation capabilitiesTSMC will become a factor to estimate the strength of AI chip demand in the next 12-18 months.
②Progress on production capacity expansion at the wafer fab in Arizona, USA。
③Weak demand for mature process nodes of 7nm and above...
According to MOOMOO, TSMC's 4th quarter of fiscal year 2024revenue is expected to increase by 36.63% year-over-year to 854.666 billion Taiwan dollars.、EPS is expected to increase by 65.04% year-over-year to 73.03 Taiwanese dollars, according to MOOMOO.。
TSMC reported a revenue of approximately 868.46 billion Taiwanese dollars for the fourth quarter of 2024, representing a year-on-year increase of about 39% (based on monthly disclosures of 314.24 billion Taiwanese dollars in October, 276.06 billion Taiwanese dollars in November, and 278.16 billion Taiwanese dollars in December), surpassing the market consensus of 854.666 billion Taiwanese dollars.
Analysts have pointed out four key points to focus on in the 4Q earnings call.
①Progress and revenue of CoWoS's advanced encapsulation capabilitiesTSMC will become a factor to estimate the strength of AI chip demand in the next 12-18 months.
②Progress on production capacity expansion at the wafer fab in Arizona, USA。
③Weak demand for mature process nodes of 7nm and above...
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Hello everyone!![]()
As the new year approaches, why not look back at the events that shook the market in 2024? This time, we will focus on what attracted special attention on moomoo.Top 6 Events of 2024we have carefully selecteddelivers hints that will help with your investment strategy in the new yearI hope that 2025 will be an even more fruitful year. Let's take a look back at the market trends in 2024 together,as a reference when planning your investment for the next year.Please make use of it.![]()
1. nvidia, The strongest AI champion leads the US stock boom.
In 2024, in the midst of the AI revolution sweeping the world, the center of attention was ETF. $NVIDIA (NVDA.US)$ Against the backdrop of its overwhelming presence in AI and Semiconductors, ETF's stock price soared by about 180% this year.announcing a surprising growth of 180% in stock price.In the Earnings Reports of May, a Stock Splits was announced, resulting in a 9% increase in stock price the following business day. In June, its Market Cap surpassed Microsoft and Apple, temporarily securing the position of world No.1. Then, in November, both stock price and Market Cap peaked, reaching a Market Cap of 3.74 trillion dollars.the Market Cap reached $3.74 trillion.At present,
Black...
As the new year approaches, why not look back at the events that shook the market in 2024? This time, we will focus on what attracted special attention on moomoo.Top 6 Events of 2024we have carefully selecteddelivers hints that will help with your investment strategy in the new yearI hope that 2025 will be an even more fruitful year. Let's take a look back at the market trends in 2024 together,as a reference when planning your investment for the next year.Please make use of it.
1. nvidia, The strongest AI champion leads the US stock boom.
In 2024, in the midst of the AI revolution sweeping the world, the center of attention was ETF. $NVIDIA (NVDA.US)$ Against the backdrop of its overwhelming presence in AI and Semiconductors, ETF's stock price soared by about 180% this year.announcing a surprising growth of 180% in stock price.In the Earnings Reports of May, a Stock Splits was announced, resulting in a 9% increase in stock price the following business day. In June, its Market Cap surpassed Microsoft and Apple, temporarily securing the position of world No.1. Then, in November, both stock price and Market Cap peaked, reaching a Market Cap of 3.74 trillion dollars.the Market Cap reached $3.74 trillion.At present,
Black...
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MOOMOO users,Chinri Oskar Group's CEO and Chief Strategist,ofTomohiro Okawa,after that recoveryOutlook on the USA stock market in 2025We will provide valuable information!Anticipate the latest market trends and gather information that will be useful for future investment strategies.So, please take a look.
First, US stocks are currently experiencing the same level of overvaluation as the "abnormal easing state."abnormal easing stateas high as in an "abnormal easing state".
The domestic demand of the USA economy is showing strength beyond Financial Estimates.and this is becoming a significant factor supporting the Stocks market.
Now, unprecedented in history, a "dimensionaleconomic situation is emerging. This unprecedented situation is a great opportunity for forward-thinking investors.big chanceI guess.
In the US presidential election, Mr. Trump won by a landslide. In line with this, the " ultra-protectionist" policy is highly likely to be implemented, which is expected to have a significant impact on the market.
The re-election of President Trump will bring about changes in various fields.Let's determine what kind of changes it will bring.Confirming.
The reason why domestic demand and consumption in the USA are so strong is because, Asset effects.Thanks to this, even if the employment situation deteriorates somewhat, it is believed that consumption can be maintained.
S&P 500 and NASDAQ are both important indicators of the US stock market, often used by investors to determine market trends.
First, US stocks are currently experiencing the same level of overvaluation as the "abnormal easing state."abnormal easing stateas high as in an "abnormal easing state".
The domestic demand of the USA economy is showing strength beyond Financial Estimates.and this is becoming a significant factor supporting the Stocks market.
Now, unprecedented in history, a "dimensionaleconomic situation is emerging. This unprecedented situation is a great opportunity for forward-thinking investors.big chanceI guess.
In the US presidential election, Mr. Trump won by a landslide. In line with this, the " ultra-protectionist" policy is highly likely to be implemented, which is expected to have a significant impact on the market.
The re-election of President Trump will bring about changes in various fields.Let's determine what kind of changes it will bring.Confirming.
The reason why domestic demand and consumption in the USA are so strong is because, Asset effects.Thanks to this, even if the employment situation deteriorates somewhat, it is believed that consumption can be maintained.
S&P 500 and NASDAQ are both important indicators of the US stock market, often used by investors to determine market trends.
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As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering.
Quantum computing related stocksisIt has surged in the past month.and its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
KeyReasons for the IncreaseAs follows, two examples can be cited.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will occur in the future, but progress in commercialization and performance improvement is being observed.
2）Amazon.com's subsidiaryAWSsupports the Quantum Embark Program to prepare customers for quantum computing.This allows companies and organizations to easily prepare for the introduction of quantum computing, potentially driving industry advancement.announced the launch of the Quantum Embark Program to support customers' quantum computing readiness.
如上两起事件均与量子计算相关先行き見通しを明るくしている。世界の量子コンピューティング市場規模は今後約10年間で10倍に膨らむと予測されており、業界ではテンバガーを実現する銘柄も出てくるかもしれない。今回は、量子コンピ...
Quantum computing related stocksisIt has surged in the past month.and its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
KeyReasons for the IncreaseAs follows, two examples can be cited.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will occur in the future, but progress in commercialization and performance improvement is being observed.
2）Amazon.com's subsidiaryAWSsupports the Quantum Embark Program to prepare customers for quantum computing.This allows companies and organizations to easily prepare for the introduction of quantum computing, potentially driving industry advancement.announced the launch of the Quantum Embark Program to support customers' quantum computing readiness.
如上两起事件均与量子计算相关先行き見通しを明るくしている。世界の量子コンピューティング市場規模は今後約10年間で10倍に膨らむと予測されており、業界ではテンバガーを実現する銘柄も出てくるかもしれない。今回は、量子コンピ...
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