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$Super Micro Computer(SMCI.US$A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 2024/5/1 (Wednesday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
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The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
Translated
![](https://usliveimg.moomoo.com/202404261936581aedefd3.png/thumb)
Apr 30 16:00
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Two companies with important positions in the global semiconductor industryRecently, financial results were announced. It is the only company in the world that manufactures cutting-edge exposure measures $ASML Holding(ASML.US$and the world's largest semiconductor contract manufacturing (foundry) $Taiwan Semiconductor(TSM.US$ that's it.The financial results announcements of both companies were disgusted, and not only stock prices but also the SOX index(Philadelphia Semiconductor Stock Index) tooDeclineI did it. However,Risk-aversion movements that were wary of a sharp rise in US 10-year bond yields also encouraged profit-making salesIt seems that they did it.
This timeWhat was mainly disliked about the financial results of both companiesI would like to take a look at it along with the financial results. Also, both companiesConfirmed the outlook for the semiconductor market in general and demand for AI semiconductors shown at the financial results briefingI decided to try it out.
ASML's largest customer(Bloomberg data...
Translated
![<Semiconductor stocks, footsteps of Cellinmay?! > Decline factors and AI semiconductor demand as seen from TSMC & ASML financial results](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/7533d7c25f4e362dbecc5881bf72b348.png/thumb?area=105&is_public=true)
![<Semiconductor stocks, footsteps of Cellinmay?! > Decline factors and AI semiconductor demand as seen from TSMC & ASML financial results](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/5815732f104f2c9ce20a4ffd05d6962a.png/thumb?area=105&is_public=true)
![<Semiconductor stocks, footsteps of Cellinmay?! > Decline factors and AI semiconductor demand as seen from TSMC & ASML financial results](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240419/e8ef79ee4bdedb5224798fdccfe798a0.png/thumb?area=105&is_public=true)
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Good morning to all moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 40,500 yen - 40,1200 yen (closing price on the 21st 4815 yen 66 sen)
● US Department of Justice sues Apple - suspected of violating antitrust law over iPhones
● The number of new weekly unemployment insurance claims in the US is lower than expected, and dollar purchases are getting stronger
●The preliminary US-March manufacturing PMI value exceeded expectations by 52.5
● The number of second-hand housing sales in the US is at a high level for the first time in a year due to an unexpected drastic increase
● [US stocks] 4 days of continuous increase, high price update
● Reddit listing, first-day closing price increased 48%
— MooMoo News Kathy
Market Overview
In the US stock market on the 21st, the NY Dow Jones Industrial Average continued to rise for 4 days to 39,781 dollars 37 cents, 269 dollars, 24 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 16,401.836, up 32.428 points from the same period. Risk appetite continues in the Tokyo stock market on the 22nd, and there is a possibility that buying will spread over a wide area, starting with major stocks, and the Nikkei Stock Average will rise to the 41,000 yen range.
Top news
US Department of Justice sues Apple - suspected of violating antitrust law over iPhones
...
● [Tokyo Stock Exchange Rate Forecast Range] 40,500 yen - 40,1200 yen (closing price on the 21st 4815 yen 66 sen)
● US Department of Justice sues Apple - suspected of violating antitrust law over iPhones
● The number of new weekly unemployment insurance claims in the US is lower than expected, and dollar purchases are getting stronger
●The preliminary US-March manufacturing PMI value exceeded expectations by 52.5
● The number of second-hand housing sales in the US is at a high level for the first time in a year due to an unexpected drastic increase
● [US stocks] 4 days of continuous increase, high price update
● Reddit listing, first-day closing price increased 48%
— MooMoo News Kathy
Market Overview
In the US stock market on the 21st, the NY Dow Jones Industrial Average continued to rise for 4 days to 39,781 dollars 37 cents, 269 dollars, 24 cents higher than the previous business day. The Nasdaq Composite Stock Price Index was 16,401.836, up 32.428 points from the same period. Risk appetite continues in the Tokyo stock market on the 22nd, and there is a possibility that buying will spread over a wide area, starting with major stocks, and the Nikkei Stock Average will rise to the 41,000 yen range.
Top news
US Department of Justice sues Apple - suspected of violating antitrust law over iPhones
...
Translated
![[Morning Report] US Department of Justice sues Apple - suspected of violating antitrust law over iPhones, US stocks continued to rise for 4 days and hit a high](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240322/49be83518c2e37283e4fdea715242b12.png/thumb?area=105&is_public=true)
![[Morning Report] US Department of Justice sues Apple - suspected of violating antitrust law over iPhones, US stocks continued to rise for 4 days and hit a high](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240322/b2d781444160203abf65aaf38a5eb74f.png/thumb?area=105&is_public=true)
![[Morning Report] US Department of Justice sues Apple - suspected of violating antitrust law over iPhones, US stocks continued to rise for 4 days and hit a high](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240322/1711063354474-f5ea0cfc85.png/thumb?area=105&is_public=true)
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$NVIDIA(NVDA.US$ There is a theory that speculative money is inflow/out from a short-term perspective compared to long-term investors, so it is easy to fluctuate regardless of economic indicators.
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#日本株 Unfortunately, it was sluggish and my upper beard was hidden. I just wanted a few more good signs from yesterday's atmosphere. The Nikkei Average and TOPIX are positive, but when it comes to Mothers, there is no choice but to look forward to tomorrow with a 0.57% drop. By industry, as shown in the image, petroleum and coal rose No1. There is also the fact that the gain/fall ratio accumulates strength by keeping the bottom price.
Translated
![Too bad about Japanese stocks! But the actual performance is probably next week, so I'm looking forward to tomorrow.](https://sgsnsimg.moomoo.com/feed_image/182177649/cb057dd8e5c83fa3b546ef387dfcdc2e.jpg/thumb)
![Too bad about Japanese stocks! But the actual performance is probably next week, so I'm looking forward to tomorrow.](https://sgsnsimg.moomoo.com/feed_image/182177649/dcdf55d85f3135a3b8649fb72e530dd4.jpg/thumb)
![Too bad about Japanese stocks! But the actual performance is probably next week, so I'm looking forward to tomorrow.](https://sgsnsimg.moomoo.com/feed_image/182177649/edcb176591f032e9abf8d2e8831b6b65.jpg/thumb)
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We had an interview with Mr. PAN, who received a lot of interest from everyone in the previous first installment. This time, which is the 2nd time,How is PAN searching for “profitable” stocksI'll talk to you. The stocks and investment themes that PAN is currently paying attention to have also been revealed, so be sure to check them out!!
Also, I would be happy if you could share topics about your investment experiences.>Let's all socialize<
points
・The basis of investment is growth stocks --- basic strategies in stock investment
・Notable themes for the next 5 years are generative AI --- recommended stocks revealed in interviews
・Investment opportunities found in everyday life---"profitable” stocks that are actually close to you
PAN's Profile
・US stock researcher and part-time investor
・Began investing in US stocks when in the US in 2013
・Over 300 million yen in 8 years from financial assets of 30 million yen
The basis of investment is growth stocks --- basic strategies in stock investment
_______________________________________
──PAN has growth stocks and Bali...
Translated
![How to find “profitable stocks” that stock beginners should remember ⁉️](https://sgsnsimg.moomoo.com/181000888/editor_image/fcf61c50fcf032abbc26083b40c1114d.jpg/thumb)
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Debt ceiling agreement bill, opposition erupts from the House of Representatives | Will stocks, dollars, and yen fall in the short term? (5/31 #PAN米国株)
The debt ceiling problem is called pro wrestling, and there are times when serious injuries or ◯ people appear in pro wrestling.
The debt ceiling problem is called pro wrestling, and there are times when serious injuries or ◯ people appear in pro wrestling.
Translated
![Debt ceiling agreement bill, opposition erupts from the House of Representatives | Will stocks, dollars, and yen fall in the short term? (5/31 #PAN米国株)](https://ussnsimg.moomoo.com/71620498/editor_image/e70d889578cb3bf3a3da3429fed2be3e.png/thumb)
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