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    Market impact: Remarks by current and former presidentsAs a result, semiconductor stocks reached their worst day in over 4 years, and the PHLX semiconductor index fell 6.8%. In particular, $Applied Materials(AMAT.US)$ is 10.1%, $Lam Research(LRCX.US)$ is 11.3%, $Advanced Micro Devices(AMD.US)$ recorded a 10.5% decline
    political factors: It was reported that President Biden mentioned the possibility of restricting semiconductor sales to China. This statement brought unease to the market and caused semiconductor stocks to fall. Also, former President Trump commented on Taiwan's defense costs and the fact that it is responsible for 90% of advanced microchip production, “took away about 100% of our semiconductor business,” which also brought uncertainty to the market.
    The importance of Taiwan: Taiwan is responsible for over 90% of the world's advanced microchip production. In particular, $Taiwan Semiconductor(TSM.US)$ The stock price of fell 8%...
    Translated
    1. First day performance:
    In many cases, stock prices often rise on the first day of an IPO. This is greatly influenced by market excitement and expectations for new listings.
    2. Adjustments since day one:
    On the first day or a few days later, some investors sell to secure short-term profits, and stock prices may fall.
    3. Effects after the lock-up period ends:
    After an IPO, there is a lock-up period during which existing shareholders and insiders cannot sell their shares for a certain period of time (usually 180 days). At the end of this period, stock prices may temporarily fall as some shareholders sell their holdings.
    4. Company performance and market expectations:
    Over the long term, stock prices fluctuate according to the performance of the IPOed company and market expectations. If the company's growth does not meet market expectations, the stock price may fall.
    In conclusion, there may be a temporary decline in stock prices after an IPO, but subsequent trends are largely dependent on the company's performance and market environment.
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    The current $Toyota Motor(7203.JP)$The stock price has been hovering around 3,400 yen.
    Stock price trends
    The current stock price of Toyota Motor Corporation is 3,279 yen. The stock price for the past month has been moving in the range of 3,200 yen to 3,500 yen, and the high price in the past year is 3,540 yen, and the low price is 2,992 yen.
    Technical analysis results (MA/RSI)
    • Moving Average (MA): The 50-day moving average is 3,357 yen, and the 200-day moving average is 3,387 yen.Short-term downtrendAlthough it can be seen,Stable in the long runI'm doing it.
    • Relative Strength Index (RSI): The current RSI is around 50, which indicates neutrality,I don't see a sense of overheating or being oversold。
    trading volume
    recentTrading volume is on the riseIt's in. In particular, trading volume has increased drastically on the most recent trading day, and it can be seen that market interest is growing.
    Order and contract analysis
    • Buy orders: 32.32%
    • Sell orders: 67.68%
    The share of sell orders is high, but this may be a short-term adjustment.
    Market attention
    Interest from the market continues to be high in Toyota Motor Corporation,New technology and EV-related news are in the spotlight...
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    $Taiwan Semiconductor(TSM.US)$
    Key Metrics
    Stock price trends
    - Current stock prices compared to recent trendsUpward TendencyIt's in. It's up 5% from last week's closing price.
    Technical analysis results (MA•RSI)
    - Moving Average (MA): The 50-day moving average is above the 200-day moving average,Bullish SignaLe is out.
    - Relative Strength Index (RSI): The RSI is currently 65And although it hasn't reached the level of being overbought, it's expensive.
    trading volume
    - trading volume is higher than average,Market interest is growingIt shows.
    Order and contract analysis
    - the buy order exceeds the sell order,Buying momentum is strongIt is.
    Market attention
    - The semiconductor industry as a whole is receiving a lot of attention, and TSM in particular has attracted market attention.
    Market news
    Earnings Report
    -According to the recently announced quarterly results,Record earnings that exceed expectationsI did it. Demand for advanced process technology is particularly strong.
    business plan
    -Plans to establish a new manufacturing site are underwaySo, due to this, production capacity...
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    $NVIDIA(NVDA.US)$
    Current stock prices and trading trends
    • Stock price: The current stock price is $126.65, showing an increase of 1.97%. While this shows strong interest from the market, there are also concerns about overheating.
    • Trading volume: Trading volume is increasing, and investor interest is growing.
    • Moving average: The stock price is above the 50-day moving average,Strong uptrendIt shows.
    • RSI: If the RSI is above 70, there is a short-term sense of overheating and there is a risk of adjustment.
    Profitability: NVIDIA has demonstrated strong leadership in the AI and graphics fields, but since PER (price-earnings ratio) is high,There is a possibility that current stock prices will be regarded as overvaluedThere is.
    Market position: We have a major customer base and are expanding our market share,Increased competition and supply chain issues are a riskIt will be.
    Market news
    • Financial results announcements: We achieved results that exceeded expectations in recent financial results announcements,Supply chain issues and economic uncertaintiesis still a cause for concern.
    • Competitive environment: Competition in the AI field is intensifying, and so are other companies...
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    What is reverse yield
     What is a reverse yieldThe phenomenon where interest rates on short-term bonds exceed interest rates on long-term bondsI'll point to it. This is usually the near future for market participantsWhen the economy is predicted to deteriorateIt occurs at In America, when reverse yield occurs, economic recessions have often occurred in the past, so it is regarded as an important economic indicator.
    Interest rate trends on US government bonds
     When interest rates on America's 2-year bonds and 10-year bonds are reversed, the market sees this as a sign of economic recession. Interest rate increases may be seen along with the Fed (American Federal Reserve) interest rate hike forecast.
    Changes in the yield curve
     The yield curve is usually in the form of a steady upward trend where interest rates increase as the period increases. However, when reverse yield occurs, this curve flattens or reverses.
    Inflation and the Federal Reserve Policy
     What is the rise in the inflation rateClosely related to rising pricesThus, the Fed is trying to curb inflation by raising interest rates. If inflation shows high growth, the Fed is likely to take a more aggressive monetary policy.
    The strength of the American economy and prices
     While the strength of the American economy is not strong, interest rates have been raised to respond to rising prices...
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