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Lightweight and bendable 'perovskite' solar cellsOn the 26th, the Ministry of Economy, Trade and Industry announcedIntroduction goaland buying expectations for related stocks that hope for government support are gathering. The goal isto introduce 20 gigawatts by 2040, which is equivalent to 20 nuclear power plants (equivalent to about 10% of household electricity consumption)investors should pay attention.DecarbonizationIt is likely to be newly recognized as the main theme of investment towards etc.
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use
atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingVarious applications including automobiles, buildings, airplane and train roofs, etc., are also being considered...
What is perovskite solar cells?
Perovskite solar cells use the crystal structure of an oxide mineral called the perovskite structure in the power generation layer.Next-generation solar cellsSo, SiliconUnlike conventional solar cells that use
atural gas and lead as the main raw materials, Iodineiodine. After Chile, Japan has the second largest international share of iodine, with Japan's dominance in the supply side. At present, this battery is still in the stage of demonstration experiments, but there is a prospect for commercialization. Developed by Professor Ryoku Miyasaka of Tokiwa Yokohama University, the same individual is being considered as a leading candidate.Nobel Prize
What are the features?
Thin and bendableIt can be installed in various locations such as the walls and windows of buildings with curved surfaces. It can also be used on automobiles, buildings, airplane and train roofs, etc.and can be applied to clothingVarious applications including automobiles, buildings, airplane and train roofs, etc., are also being considered...
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$USD/JPY (USDJPY.FX)$ The Bank of Japan is likely to raise interest rates in December or January, while the Federal Reserve Board (FRB) is also expected to cut interest rates in almost December. The rate cuts by the FRB in September and November were seen as positive for business activities, leading to a rise in stocks and a decline in bond prices, resulting in a weaker yen. If there is no change in administration in December, the rate cut was expected to be similar, but now it is uncertain due to Trump regulation and easing, causing funds to flow into bonds at an accelerated pace. As bonds are purchased, interest rates decrease and a stronger yen is almost certain. If Japan and the USA act simultaneously, and the interest rate gap shrinks by 0.5, there could be significant movement. If you plan to buy stocks, it's better to wait until after both meetings end on December 20th, as there are expectations of a stock market rise from the start of the year. You might want to consider entering before Christmas.
What I think is that both semiconductor export regulations and fiscal soundness are just my own speculation. If Trump reveals an easing plan that remains mostly unchanged while regulations stay the same, and things start to look clearer, I believe there will be a swift shift from bonds to stocks, causing a rise in the dollar and a depreciation of the yen. For now, it seems like only American semiconductors are adopting a wait-and-see approach, but if the yen appreciates and performance improves in the financial results, American stocks will still do well. Japanese stocks have risen significantly from the post-COVID-19 US interest rate of 0.25 to the 5.5 rate hike for inflationary measures, so they might see a considerable decline.
What I think is that both semiconductor export regulations and fiscal soundness are just my own speculation. If Trump reveals an easing plan that remains mostly unchanged while regulations stay the same, and things start to look clearer, I believe there will be a swift shift from bonds to stocks, causing a rise in the dollar and a depreciation of the yen. For now, it seems like only American semiconductors are adopting a wait-and-see approach, but if the yen appreciates and performance improves in the financial results, American stocks will still do well. Japanese stocks have risen significantly from the post-COVID-19 US interest rate of 0.25 to the 5.5 rate hike for inflationary measures, so they might see a considerable decline.
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$USD/JPY (USDJPY.FX)$
There's no way it will keep dropping for over a month, right...
It's nice for the yen to strengthen next year, but please hold steady for now.
There's no way it will keep dropping for over a month, right...
It's nice for the yen to strengthen next year, but please hold steady for now.
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$NVIDIA (NVDA.US)$ Today will definitely drop. I hope it stays below 3%.
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$USD/JPY (USDJPY.FX)$ How far will it fall, it will return to a weak yen in a few months. Yesterday, the negative due to buying US stocks is too painful.
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