FANGおじさん
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企業は少ない従業員でより多くの収益を生み出しています![]()
エクソン・モービル 、エヌビディア、ネットフリックスなどの多くの企業が、より少ないスタッフで100万ドル以上の収益を達成できるようになりました。実際、S&P 500企業の労働集約度は、1980年代と比べて 70% 少なくなっています![]()
🧐なぜこれが重要なのか?🧐
無駄のない事業は利益率も高くなります
従業員一人当たりの収益を分析することで、さまざまな企業の効率性、コスト管理、スケーラビリティ(拡張性)を評価できます![]()
人工知能のおかげで、「より少ない労力でより多くのことを行う」というこの傾向は今後も続くと思われます
OpenAIのCEO、サム・アルトマン氏は、将来、たった一人の人間が10億ドル規模の企業を経営できるようになるかもしれないとさえ予測しています![]()
マスク氏も何か言ってましたけど忘れました![]()
下記のグラフは、エクソンモービル、ネットフリックス、NVIDIA などの企業が、従業員 1 人あたりの収益が優れていることを示しています![]()
エクソン・モービルは従業員1人あたり...
エクソン・モービル 、エヌビディア、ネットフリックスなどの多くの企業が、より少ないスタッフで100万ドル以上の収益を達成できるようになりました。実際、S&P 500企業の労働集約度は、1980年代と比べて 70% 少なくなっています
🧐なぜこれが重要なのか?🧐
無駄のない事業は利益率も高くなります
人工知能のおかげで、「より少ない労力でより多くのことを行う」というこの傾向は今後も続くと思われます
マスク氏も何か言ってましたけど忘れました
下記のグラフは、エクソンモービル、ネットフリックス、NVIDIA などの企業が、従業員 1 人あたりの収益が優れていることを示しています
エクソン・モービルは従業員1人あたり...
![企業は少ない従業員でより多くの収益を生み出しています🤔](https://sgsnsimg.moomoo.com/sns_client_feed/182737531/20240723/1721715735295-random9309-182737531-android-org.jpeg/thumb?area=105&is_public=true)
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FANGおじさん
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$Direxion Daily TSLA Bull 2X Shares(TSLL.US$
Wedbush
It is predicted that Tesla will exceed the Q2 financial results consensus forecast!
Wedbush
It is predicted that Tesla will exceed the Q2 financial results consensus forecast!
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FANGおじさん
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Towards a rebound in Japanese stocks, investor sentiment improved due to high expectations of financial results - exports and materials are high
Updated 2024/7/23 9:12 JST (some excerpts)
The Tokyo stock exchange rate rose on the 23rd. Since US stocks rebounded in response to financial results expectations and high NVIDIA stock prices, investor sentiment improved. Purchases took precedence in export-related industries such as electronics and automobiles, and economy-sensitive industries such as materials such as chemicals. Shipping stocks such as NYK Line, which have revised their full-year operating profit forecasts upward, are increasing.
TOPIX is currently at 2840.78 - 9:4 a.m., 0.5% higher than the previous day
The Nikkei Stock Average rose 0.6% to 39,830 yen 45 sen
Updated 2024/7/23 9:12 JST (some excerpts)
The Tokyo stock exchange rate rose on the 23rd. Since US stocks rebounded in response to financial results expectations and high NVIDIA stock prices, investor sentiment improved. Purchases took precedence in export-related industries such as electronics and automobiles, and economy-sensitive industries such as materials such as chemicals. Shipping stocks such as NYK Line, which have revised their full-year operating profit forecasts upward, are increasing.
TOPIX is currently at 2840.78 - 9:4 a.m., 0.5% higher than the previous day
The Nikkei Stock Average rose 0.6% to 39,830 yen 45 sen
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FANGおじさん
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$Broadcom(AVGO.US$
Broadcom sees 2.3% high Citigroup report as material (US stock pickup)
[NQN New York = Yokouchi Rie] The stocks with prominent price movements in the US stock market on July 22 are as follows. △ is up, and ▲ is down. ◎ Semiconductor Broadcom (AVGO) △ 2.35%
Citigroup pointed out in a report dated 22nd that at meetings with investors in New York, etc., they got the impression that the movement of Broadcom stock to follow NVIDIA is intensifying.
A trend of acquiring new customers, such as open AI, which handles interactive artificial intelligence (AI) “chat GPT,” and earnings boosting by VMware, a virtualization technology software acquired in 23, are also expected.
Broadcom sees 2.3% high Citigroup report as material (US stock pickup)
[NQN New York = Yokouchi Rie] The stocks with prominent price movements in the US stock market on July 22 are as follows. △ is up, and ▲ is down. ◎ Semiconductor Broadcom (AVGO) △ 2.35%
Citigroup pointed out in a report dated 22nd that at meetings with investors in New York, etc., they got the impression that the movement of Broadcom stock to follow NVIDIA is intensifying.
A trend of acquiring new customers, such as open AI, which handles interactive artificial intelligence (AI) “chat GPT,” and earnings boosting by VMware, a virtualization technology software acquired in 23, are also expected.
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FANGおじさん
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The Nikkei Average is close to the rebound, and the main stocks that take over the trend of high US stock prices are small
July 23, 2024 9:19 AM GMT+9 (some excerpts)
The Nikkei Average started after rebounding for the first time in 5 business days to 39,864 yen 09 yen, 265 yen 09 yen higher than the previous business day. It took over the trend where the three major stock indices rebounded in the US stock market at the beginning of the week. Currently, it is in the 39,900 yen range, which is over 300 yen.
The TSE stock price index (TOPIX) rose 0.50% to around 2843 points. In the 33 industries of the Tokyo Stock Exchange, prices of 31 industries such as shipping, glass/earth and stone products, transportation equipment, machinery, rubber products, etc. have risen, and prices have dropped in the 2 industries of pulp, paper, and foodstuffs.
As for the main stock, Toyota Motor Corporation (7203.T) is well over 1%. The Sony Group (6758.T) is slightly weak. Regarding semiconductors, Tokyo Electron (8035.T) and Disco (6146.T) are over 3% higher, and Advantest (6857.T) is over 1% higher.
July 23, 2024 9:19 AM GMT+9 (some excerpts)
The Nikkei Average started after rebounding for the first time in 5 business days to 39,864 yen 09 yen, 265 yen 09 yen higher than the previous business day. It took over the trend where the three major stock indices rebounded in the US stock market at the beginning of the week. Currently, it is in the 39,900 yen range, which is over 300 yen.
The TSE stock price index (TOPIX) rose 0.50% to around 2843 points. In the 33 industries of the Tokyo Stock Exchange, prices of 31 industries such as shipping, glass/earth and stone products, transportation equipment, machinery, rubber products, etc. have risen, and prices have dropped in the 2 industries of pulp, paper, and foodstuffs.
As for the main stock, Toyota Motor Corporation (7203.T) is well over 1%. The Sony Group (6758.T) is slightly weak. Regarding semiconductors, Tokyo Electron (8035.T) and Disco (6146.T) are over 3% higher, and Advantest (6857.T) is over 1% higher.
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Will bonds fall, or is the sense of caution about the Bank of Japan meeting smoldering - US long-term interest rates rise
Updated 2024/7/23 8:56 JST (some excerpts)
Futures fell on the bond exchange rate on the 23rd. There is a sense of caution that the Bank of Japan will drastically reduce government bond purchases or increase additional interest rates at the monetary policy meeting to be held next week. The rise in long-term interest rates in the US market is also significant.
Senior interest rate strategist Okumura Tsutomu of SMBC Nikko Securities says that there is a possibility that it was partially reported that Secretary General Mogi Toshimitsu of the Liberal Democratic Party stated that “it is necessary to more clearly set out a policy to normalize monetary policy, including the examination of gradual interest rate increases,” was affected by the fact that futures night trading fell on the evening of the 22nd.
Updated 2024/7/23 8:56 JST (some excerpts)
Futures fell on the bond exchange rate on the 23rd. There is a sense of caution that the Bank of Japan will drastically reduce government bond purchases or increase additional interest rates at the monetary policy meeting to be held next week. The rise in long-term interest rates in the US market is also significant.
Senior interest rate strategist Okumura Tsutomu of SMBC Nikko Securities says that there is a possibility that it was partially reported that Secretary General Mogi Toshimitsu of the Liberal Democratic Party stated that “it is necessary to more clearly set out a policy to normalize monetary policy, including the examination of gradual interest rate increases,” was affected by the fact that futures night trading fell on the evening of the 22nd.
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FANGおじさん
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
I missed running away...
It stabbed me when I was pointing a price: (; '`;) it did
“I can endure it now, I can only get it if I'm serious
Until I get my hands on the profits, I'll give you that credit.”
His Excellency Ulaz said, so I'm going to endure it
I missed running away...
It stabbed me when I was pointing a price: (; '`;) it did
“I can endure it now, I can only get it if I'm serious
Until I get my hands on the profits, I'll give you that credit.”
His Excellency Ulaz said, so I'm going to endure it
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FANGおじさん
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[US Market Conditions] Stock rebound, expectations for high-tech settlement - first half of the 157 yen range of the dollar
2024/7/23 5:53 JST (some excerpts)
US bonds weaken slightly, the dollar is mixed - PCE price index etc. will be announced this week
NY crude oil continues to fall, gold prices weaken slightly - determining the effects of Mr. Biden's withdrawal
The US stock exchange rate rebounded on the 22nd. President Biden's withdrawal from the election campaign was digested, and as attention was drawn to the financial season for high-tech companies, buying became dominant. The S&P 500 stock price index was drastically low last week since April on a weekly basis.
2024/7/23 5:53 JST (some excerpts)
US bonds weaken slightly, the dollar is mixed - PCE price index etc. will be announced this week
NY crude oil continues to fall, gold prices weaken slightly - determining the effects of Mr. Biden's withdrawal
The US stock exchange rate rebounded on the 22nd. President Biden's withdrawal from the election campaign was digested, and as attention was drawn to the financial season for high-tech companies, buying became dominant. The S&P 500 stock price index was drastically low last week since April on a weekly basis.
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FANGおじさん
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$NVIDIA(NVDA.US$
💡 CoreWeave launches NVIDIA Blackwell cluster
- $NVDA CoreWeave, which aims for pioneer profit in the AI infrastructure market, announced that it will begin providing large-scale NVIDIA Blackwell clusters ahead of the industry. This move is expected to strengthen the company's competitiveness in the rapidly growing AI infrastructure market.
1 ️ * 2 configurations offered
- NVIDIA HGX B200: for cutting-edge AI, data processing, and high performance computing (HPC) workloads
- NVIDIA GB200 NVL72: A liquid-cooled rack scale solution equipped with 36 NVIDIA Grace CPUs and 72 NVIDIA Blackwell GPUs Both configurations are interconnected by NVIDIA Quantum-2 InfiniBand networking to achieve ultra-high speed communication.
2 ️ ECT MARKET IMPACT The GB200 NVL72 has the ability to improve the inference speed of 1 trillion parameter LLM by up to 30 times. This allows real-time processing of more complex AI models...
💡 CoreWeave launches NVIDIA Blackwell cluster
- $NVDA CoreWeave, which aims for pioneer profit in the AI infrastructure market, announced that it will begin providing large-scale NVIDIA Blackwell clusters ahead of the industry. This move is expected to strengthen the company's competitiveness in the rapidly growing AI infrastructure market.
1 ️ * 2 configurations offered
- NVIDIA HGX B200: for cutting-edge AI, data processing, and high performance computing (HPC) workloads
- NVIDIA GB200 NVL72: A liquid-cooled rack scale solution equipped with 36 NVIDIA Grace CPUs and 72 NVIDIA Blackwell GPUs Both configurations are interconnected by NVIDIA Quantum-2 InfiniBand networking to achieve ultra-high speed communication.
2 ️ ECT MARKET IMPACT The GB200 NVL72 has the ability to improve the inference speed of 1 trillion parameter LLM by up to 30 times. This allows real-time processing of more complex AI models...
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![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20240723/21357af2ff457cfc1961bcb88fa0e170.jpg?area=105&is_public=true)
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FANGおじさん
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$Global X Innovative Bluechip Top 10+ ETF(178A.JP$ $Global X Semiconductor ETF(2243.JP$ $Global X US Tech Top 20 ETF(2244.JP$
Good morning everyone ✌️ were you able to pick it up well at the bottom 🤫 From now on, it will rebound in the same way as when it fell slightly in April and update the upper price ❣️
US stock market = rebound, return of funds to large growth stocks
By David French
July 23, 2024 at 6:53 AM GMT
[22nd Reuters] - The US stock market closed due to a rebound in the three major stock price indices. Funds have returned to large growth stocks.
S&P 500 (.SPX), opens new tab and NASDAQ general (.IXIC), opens new tab had the worst weekly performance since April last week. 30 types of Dow Jones Industrial Stock (.DJI), opens new t...
Good morning everyone ✌️ were you able to pick it up well at the bottom 🤫 From now on, it will rebound in the same way as when it fell slightly in April and update the upper price ❣️
US stock market = rebound, return of funds to large growth stocks
By David French
July 23, 2024 at 6:53 AM GMT
[22nd Reuters] - The US stock market closed due to a rebound in the three major stock price indices. Funds have returned to large growth stocks.
S&P 500 (.SPX), opens new tab and NASDAQ general (.IXIC), opens new tab had the worst weekly performance since April last week. 30 types of Dow Jones Industrial Stock (.DJI), opens new t...
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