This week's points
Japanese stocks are expected to rise to the 40,000 yen range for the first time this week, and attention is being paid to whether or not they can maintain a firm position as is. The Nikkei Average is close to 40,000 yen for the first time, and while there is strong optimism, US stocks are still doing well,Risk-taking purchasescontinues. It's just,Financial Officials' RemarksYaEconomic statisticsThere is a possibility that the US market will gradually become rough, and domesticallySpecial settlement value calculation for stock index futures and optionsAhead of (Major SQ), there may be situations where market prices are disrupted due to supply and demand factors. Also, there is a possibility that the regular spring replacement of the Nikkei Stock Average will be announced this week as well. $Disco(6146.JP)$Ya $Socionext(6526.JP)$There is also a view that the like are candidates for new hires, and there may be an impact on semiconductor stock prices.
In this week,US Federal Reserve Chairman Powell's Congressional Testimony、U.S. Employment Statisticsis attracting attention. US Federal Reserve Chairman Powell will testify to Congress once every six months this week. US stocks are quite overheated, and there is a possibility of major adjustments depending on Mr. Powell's remarks, and there is a downside where Japanese stocks are also involved...

This article uses automatic translation for some of its parts
The United States became the world's largest semiconductor manufacturer $NVIDIA(NVDA.US)$The global stock market is also moving. The rapid rise in the company's stock price spread to other semiconductor/manufacturing equipment manufacturers, and it is said that the increase in market capitalization of related stocks from the beginning of the year accounted for over 50% of the increase in value of global stocks. Expectations for the spread of generative artificial intelligence (AI) encouraged the inflow of investment money and boosted the renewal of high prices of stocks in major countries.
As NVIDIA, which is located at the center of the AI ecosystem (ecosystem), dramatically increased corporate value, the base of ripple effects expanded. It directly competes as a GPU manufacturer $Advanced Micro Devices(AMD.US)$ and $NVIDIA(NVDA.US)$Semiconductor contract manufacturing that also deals with $Taiwan Semiconductor(TSM.US)$In addition, major manufacturing equipment companies...