Jonkazu
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I will explain market information before and after the Tokyo stock market close, individual stocks with conspicuous movements today, and market price forecasts for tomorrow and beyond.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Main Commentary: Kamata Shinichi (Radio NIKKEI Commentary Committee Member)
*This program does not solicit investment or other action.
Please use your own judgment when making the final investment decision.
Translated
![](https://sgliveimg.moomoo.com/live_client/182209400/20240717/d5b12475b4104e7baf9f67a6fb83031a.png/thumb?area=101&is_public=true)
Jul 24 01:00
1
Jonkazu
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Jonkazu
Set a live reminder
Alphabet Q2 2024 earnings conference call is scheduled for July 23 at 04:30 PM ET /July 24 at 04:30 AM SGT /July 24 at 06:30 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Alphabet's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only ...
Beat or Miss?
What do you expect from Alphabet's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only ...
![](https://usliveimg.moomoo.com/20240719152826ee6d752a.png/thumb)
Jul 23 15:30
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$NVIDIA(NVDA.US$
“I don't know why they are sold” (Tomizawa Takeshi style)
“I don't know why they are sold” (Tomizawa Takeshi style)
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Jonkazu
Set a live reminder
Micron Q3 2024 earnings conference call is scheduled for June 26 at 4:30 PM ET /June 27 at 4:30 AM SGT /June 27 at 6:30 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Micron's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for informational and educational use only and is not a recommendation or endorsement of ...
Beat or Miss?
What do you expect from Micron's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for informational and educational use only and is not a recommendation or endorsement of ...
![](https://usliveimg.moomoo.com/live_client/77777055/20240621/9b1ad43179f081f03534311ee26ec8d9.png/thumb?area=100&is_public=true)
Jun 26 15:30
23
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AIブームのけん引役である米ビッグテックがAI向け投資をさらに増やす計画だ。各社が直近の決算発表で明かした。テック大手の投資拡大を背景に、「米各地でデータセンターの建設が加速」していると、ウォール・ストリート・ジャーナル(WSJ)は報じた。その恩恵が期待できるとし、 $NVIDIA(NVDA.US$ を筆頭とする半導体株はビッグテックの決算発表後に反発した。データセンターのAIデータ処理には大量な半導体が必要なためだ。
他方、今回の決算シーズンでは業種別騰落率で電力株の構成比率が高い公益が半導体株を抑えて首位に躍り出た。AIデータセンターでは、大量な電力を消費することが判明しているためだ。複数の電力企業は決算発表で、データセンター向けの電力需要は今後数年間にわたり、拡大する見通しだと示した。これらの隠れAI関連銘柄ついて、業績見通しとともに確認する。
電力株の株価パフォーマンスランキング
今回の決算期間中では、 $Vistra Energy(VST.US$ や ...
他方、今回の決算シーズンでは業種別騰落率で電力株の構成比率が高い公益が半導体株を抑えて首位に躍り出た。AIデータセンターでは、大量な電力を消費することが判明しているためだ。複数の電力企業は決算発表で、データセンター向けの電力需要は今後数年間にわたり、拡大する見通しだと示した。これらの隠れAI関連銘柄ついて、業績見通しとともに確認する。
今回の決算期間中では、 $Vistra Energy(VST.US$ や ...
![エヌビディアの半導体より足りない「電力」!AIデータセンター建設ラッシュで注目集める電力株は?業績見通しもチェック!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240517/e8107df385615ba33a3412e2a0109b65.png/thumb?area=105&is_public=true)
![エヌビディアの半導体より足りない「電力」!AIデータセンター建設ラッシュで注目集める電力株は?業績見通しもチェック!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240517/385487d13d8bf81bf5674b75f615efd3.png/thumb?area=105&is_public=true)
![エヌビディアの半導体より足りない「電力」!AIデータセンター建設ラッシュで注目集める電力株は?業績見通しもチェック!](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240517/c772a95eaa6fb688de9f5e831f8257ea.png/thumb?area=105&is_public=true)
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$Toyota Motor(7203.JP$
Nikkei, overall safety. All holdings are in full swing
. What's more, it's pretty strong![]()
Above all, Toyota is in too much pain... Unrealized gains have finally reached one-third![]()
![]()
. The decline doesn't seem to stop. Even though it's a long-term perspective, it's really tough that the meaning of holding on since last year disappears. Let's not look at the Japanese stock chart for a while...
Nikkei, overall safety. All holdings are in full swing
Above all, Toyota is in too much pain... Unrealized gains have finally reached one-third
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11
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Jonkazu
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Thank you so much for participating in Live earlier!
After that, when I checked the data, the number of people employed in the household budget survey had also decreased to -408,000.
As explained in the video, what comes up in bulletins etc. is a business site survey. Individuals and agricultural workers are not included in this figure.
The employment of such people has decreased = the unemployment rate may have risen.
With that in mind, the labor market may be softening similar to the number of JOLT job offers and the number of ADP employees...
After that, when I checked the data, the number of people employed in the household budget survey had also decreased to -408,000.
As explained in the video, what comes up in bulletins etc. is a business site survey. Individuals and agricultural workers are not included in this figure.
The employment of such people has decreased = the unemployment rate may have risen.
With that in mind, the labor market may be softening similar to the number of JOLT job offers and the number of ADP employees...
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17