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$Metaplanet(3350.JP$ Does it still seem like it will rise tomorrow?
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Trump comes back to life!!
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Japanese stocks are forecast to weaken this week. While the sense of caution that it is in the record high price range is smoldering through the recent rapid rise, there is also a strong sense of supremacy due to speculation about the good performance of domestic companies, and it seems like it will be a tug-of-war. However, as the rapid appreciation of the yen progresses,Expectations for an upturn in earnings for the current fiscal year are also becoming more likely to recede. According to the Bank of Japan's short-term corporate economic observation survey (tankan, June survey), the estimated exchange rate for companies this fiscal year is 144 yen 77 sen. If the appreciation of the yen progresses in the future, it is easy for expectations to improve performance to shrink, and if yen interest rates decline due to a retreat in Bank of Japan interest rate hike observations, it will work negatively on financial stocks.US economic indicators and financial results of leading semiconductor-related companies are in the spotlight this weekIt looks like it's going to happen.
In terms of semiconductor-related stocks, the 17th is Dutch equipment manufacturer's $ASML Holding(ASML.US$The 18th is the largest contract manufacturing company $Taiwan Semiconductor(TSM.US$(TSMC) and Japan's $Disco(6146.JP$will be announced. that...
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![Pay attention to this week's financial results and economic calendar (7/15 to 7/19) semiconductor stock financial results! Is it time to determine profits for AI-related rising stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240715/675a6187a9e16e075a9b9732b7b4de93.jpg/thumb?area=105&is_public=true)
![Pay attention to this week's financial results and economic calendar (7/15 to 7/19) semiconductor stock financial results! Is it time to determine profits for AI-related rising stocks?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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The last 2 days of the May exchange rate were extremely volatile 😵💫 Most of the US stocks last night suddenly declined even though PCE was as expected, so positions were cut quite a bit as I posted in real time. $NVIDIA(NVDA.US$ is cut in half, $Vistra Energy(VST.US$ All stocks that have fallen so much have withdrawn. However, when I woke up in the morning, the entire index had recovered quite a bit, and I wasn't sure about the market. I wonder if it's a rebalance at the end of the month 😵💫 I'd like to buy it back if it comes back next week, but it's scary if the fluctuation continues, so I plan to gradually revive it while watching.
Currently, Japanese stocks and US stocks combined are about half of the funds. Japanese stocks have not declined in particular, so US stocks have decreased quite a bit. As you can see by looking at the image, we have finally reached the number of stocks that fit on page 2 😂
Summarizing the May market, it fell in April, and bottoming out was visible from around Golden Week, so positions increased all at once compared to April when driving quite slowly. May is electricity, energy, aerospace, finance, commodities, supermarkets...
Currently, Japanese stocks and US stocks combined are about half of the funds. Japanese stocks have not declined in particular, so US stocks have decreased quite a bit. As you can see by looking at the image, we have finally reached the number of stocks that fit on page 2 😂
Summarizing the May market, it fell in April, and bottoming out was visible from around Golden Week, so positions increased all at once compared to April when driving quite slowly. May is electricity, energy, aerospace, finance, commodities, supermarkets...
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![May didn't seem like it was going to be a big market](https://sgsnsimg.moomoo.com/sns_client_feed/181516860/20240606/0a4aaa75ecfc0e2460307dbcc8ad4f0a.jpg?area=105&is_public=true)
![May didn't seem like it was going to be a big market](https://sgsnsimg.moomoo.com/sns_client_feed/181516860/20240607/ae95d44e0bd16986c1dd01ec0c435236.jpg?area=105&is_public=true)
![May didn't seem like it was going to be a big market](https://sgsnsimg.moomoo.com/sns_client_feed/181516860/20240601/afa797b7691dbcb0bd65f47dddbad0b1.jpg?area=105&is_public=true)
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