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$Mitsubishi Heavy Industries (7011.JP)$ At the 70th anniversary commemorative review of the Self-Defense Forces, they unveiled a vehicle-mounted high-power laser verification device for drones. This weapon is being developed by Mie and Kawashige for practical use around the Reiwa 3 era, to be equipped on vehicles, ships, and more! With lasers, railguns, it's like a scene from science fiction, manga, or movies becoming a reality!! Japan's defense capabilities are becoming even more impressive! The latest escort ships, submarines, the world is in awe 😱
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As the Bank of Japan prepares for the monetary policy decision-making meeting to be held on the 30th and 31st, new uncertainties have emerged. In the Lower House election on the 27th, the ruling coalition of the Liberal Democratic and Komeito parties fell short of a majority, leading to political uncertainties and further depreciation of the yen.The focus of the October meeting is whether there will be any signals regarding the possibility of the third interest rate hike of the year at the next meeting in December.The Bank of Japan is set to announce the decision around noon on the 31st and schedule a press conference by Governor Kuroda in the afternoon. Given the significant uncertainties, including the U.S. presidential election on November 5th, the market is eagerly anticipating the kind of communication that will be made.How it will unfold remains to be seen.
The impact due to significant uncertainties, including the U.S. presidential election on November 5th, cannot be avoided. Attention is on what kind of communication the Bank of Japan will deliver under such circumstances, with the announcement of the decision on the 31st and Governor Kuroda's press conference later in the day.
There is a high likelihood of keeping interest rates unchanged at the October meeting.
At the previous September meeting, Governor Kuroda stated during a press conference regarding the determination towards a rate hike."There is some time flexibility"This was perceived by the market as a shift towards a dovish stance."We want to carefully assess whether the U.S. economy will have a soft landing. The visibility of the outlook has increased, therefore an immediate interest rate hike is not expected"He also mentioned that the likelihood of the policy interest rate remaining unchanged in October is high.
Comprehensively summarizing President Ueda's press conference, 1...
The impact due to significant uncertainties, including the U.S. presidential election on November 5th, cannot be avoided. Attention is on what kind of communication the Bank of Japan will deliver under such circumstances, with the announcement of the decision on the 31st and Governor Kuroda's press conference later in the day.
There is a high likelihood of keeping interest rates unchanged at the October meeting.
At the previous September meeting, Governor Kuroda stated during a press conference regarding the determination towards a rate hike."There is some time flexibility"This was perceived by the market as a shift towards a dovish stance."We want to carefully assess whether the U.S. economy will have a soft landing. The visibility of the outlook has increased, therefore an immediate interest rate hike is not expected"He also mentioned that the likelihood of the policy interest rate remaining unchanged in October is high.
Comprehensively summarizing President Ueda's press conference, 1...
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TSMC has accused Huawei of trying to bypass sanctions and has reported it to US authorities for manufacturing AI chips
October 23, 2024
TSMC, the world's largest semiconductor foundry, revealed on the 23rd that it reported to the US Department of Commerce the possibility of Huawei in China trying to evade US export restrictions by manufacturing AI chips.
TSMC warns the US Department of Commerce about suspicions of Huawei evading sanctions
According to TSMC, the design of the semiconductor chip ordered from a certain customer was very similar to the large-scale language model (LLM) training processor "Ascend 910B" developed by Huawei. Since September 2020, TSMC has stopped supplying products to Huawei in accordance with the sanctions imposed by the USA.
Ascend 910B is considered to be an AI processor with performance equivalent to NVIDIA's A100 graphics card, capable of achieving a processing speed of 9.7 teraflops in 64-bit floating point operations. According to analysis by the Canadian market research firm TechInsights, traces of TSMC's technology were found to be used in this chip.
Further attention...
October 23, 2024
TSMC, the world's largest semiconductor foundry, revealed on the 23rd that it reported to the US Department of Commerce the possibility of Huawei in China trying to evade US export restrictions by manufacturing AI chips.
TSMC warns the US Department of Commerce about suspicions of Huawei evading sanctions
According to TSMC, the design of the semiconductor chip ordered from a certain customer was very similar to the large-scale language model (LLM) training processor "Ascend 910B" developed by Huawei. Since September 2020, TSMC has stopped supplying products to Huawei in accordance with the sanctions imposed by the USA.
Ascend 910B is considered to be an AI processor with performance equivalent to NVIDIA's A100 graphics card, capable of achieving a processing speed of 9.7 teraflops in 64-bit floating point operations. According to analysis by the Canadian market research firm TechInsights, traces of TSMC's technology were found to be used in this chip.
Further attention...
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It's not about stock prices, but a 15% return rate is amazing. Let's keep an eye on the trend of financial institutions. (Remembering the bitter experience of starting stocks, buying shares of Japan's largest bank for beginners, not stopping the decline, and cutting losses)
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$NVIDIA (NVDA.US)$ On September 3, it fell 9.5%. Does this nearly 10% sharp decline suggest a significant adjustment, or will it be a temporary correction like the one in mid-April or early August? Let's examine the market environment surrounding Nvidia and future points to watch, and search for downside support levels.
Reasons for selling on September 3rd:
When we take a detailed look at Nvidia's earnings and the current market environment, the selling on September 3rd can be attributed to several factors.
1) Concerns about the sustainability of NVIDIA's high growth.
2) Resurgence of concerns about a slowdown in the US economy, cautious stance ahead of employment data.
3) September selling jinx.
4) Sector rotation.
1) Concerns about the sustainability of NVIDIA's high growth.
Nvidia's earnings report, announced on August 28, exceeded market expectations. However, it fell short of the most bullish estimates and was somewhat disappointing for investors who were expecting explosive growth. After the earnings announcement, the stock price fell 6.4% on the following day, August 29. It rebounded 1.5% on the 30th, but on September 3, the first trading day of the month, it plummeted 9.5%. The decline was larger than what happened on the day after the earnings report...
Reasons for selling on September 3rd:
When we take a detailed look at Nvidia's earnings and the current market environment, the selling on September 3rd can be attributed to several factors.
1) Concerns about the sustainability of NVIDIA's high growth.
2) Resurgence of concerns about a slowdown in the US economy, cautious stance ahead of employment data.
3) September selling jinx.
4) Sector rotation.
1) Concerns about the sustainability of NVIDIA's high growth.
Nvidia's earnings report, announced on August 28, exceeded market expectations. However, it fell short of the most bullish estimates and was somewhat disappointing for investors who were expecting explosive growth. After the earnings announcement, the stock price fell 6.4% on the following day, August 29. It rebounded 1.5% on the 30th, but on September 3, the first trading day of the month, it plummeted 9.5%. The decline was larger than what happened on the day after the earnings report...
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Nice to meet you, everyone. I'm Sasadanko.
I was impressed by the real-time large volume trading chart of moomoo.
I thought I would make a big profit with this! However, sometimes the stock price goes down even though it's being bought more and more, or it doesn't go down even though it's being sold. It's confusing.
It may be synchronized with a time lag due to timing issues.
Is this trading data only for new transactions? Does buying back short sales count as buying? There are many things I don't know, but it's nice that Radio Nikkei broadcasts can be seen with video. I apologize for the long post as it is my first time posting. 🙏
Thank you all in advance. 🤗
I was impressed by the real-time large volume trading chart of moomoo.
I thought I would make a big profit with this! However, sometimes the stock price goes down even though it's being bought more and more, or it doesn't go down even though it's being sold. It's confusing.
It may be synchronized with a time lag due to timing issues.
Is this trading data only for new transactions? Does buying back short sales count as buying? There are many things I don't know, but it's nice that Radio Nikkei broadcasts can be seen with video. I apologize for the long post as it is my first time posting. 🙏
Thank you all in advance. 🤗
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