Kozukozu-1957
liked
Along with advances in generative AI (artificial intelligence), etc.Demand for data centers is growing rapidlyDoing it.4 major US cloud companies such as Amazon Web Serviceshas announced investment plans related to data centers in Japan one after another since the beginning of this year,The total amount is 4 trillion yenIt goes up to. Recently, $KDDI(9433.JP$But $Datasection(3905.JP$, rice $Super Micro Computer(SMCI.US$along with $Sharp(6753.JP$At the site of the factory (Sakai City)Asia's largest data center compatible with AI processingIt was announced that it was aiming for construction. $NVIDIA(NVDA.US$It is said that the most advanced GPU will be adopted.
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest(6857.JP$Ya $Ibiden(4062.JP$, inspection equipment for servers...
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest(6857.JP$Ya $Ibiden(4062.JP$, inspection equipment for servers...
Translated
![AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240607/02092dee164461e9d95993ec1c2bf823.jpg/thumb?area=105&is_public=true)
![AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240607/018e98dc72deb5fb3a4b8fc06c08edf5.jpg/thumb?area=105&is_public=true)
![AI data center investment is rapidly accelerating! What are the 3 late stocks? Major US companies have invested 4 trillion yen in Japan! High ROE, popular stocks](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240607/541208e49e67ae03aa6bbaa339e51803.jpg/thumb?area=105&is_public=true)
+2
140
Kozukozu-1957
liked
Financial results for the fiscal year 2023 (fiscal year ending 24/3) of the Big 3 domestic automobile manufacturers are ready. Due in part to the depreciation of the yen and the reevaluation of hybrid cars, each company had good financial results. particularly $Toyota Motor(7203.JP$with $Honda Motor(7267.JP$IsRecord profit updateI'm doing it,Toyota's operating profit was the first domestic company to be 5 trillion yenIt has reached.
The top 3 domestic markets in fiscal year 23 are rising rice $Tesla(TSLA.US$or China $BYD COMPANY(01211.HK$It can be said that they were more than equal in terms of performance against such emerging forces. Meanwhile, investor evaluations such as PBR have left a big gap in the two emerging companies,The sense that stock prices are undervalued stands out. Each company is working to enhance shareholder returns through dividend increases, share buybacks, etc., and they are also trying to chase down the 2 companies in terms of investor evaluations.From the fiscal year 24 earnings forecasts of the three domestic companies, we can also see points of view that should be paid attention to when considering investment。
Strong sales volume and financial results for fiscal year 23
All of the big 3 domestic markets are mainly sold in North America...
The top 3 domestic markets in fiscal year 23 are rising rice $Tesla(TSLA.US$or China $BYD COMPANY(01211.HK$It can be said that they were more than equal in terms of performance against such emerging forces. Meanwhile, investor evaluations such as PBR have left a big gap in the two emerging companies,The sense that stock prices are undervalued stands out. Each company is working to enhance shareholder returns through dividend increases, share buybacks, etc., and they are also trying to chase down the 2 companies in terms of investor evaluations.From the fiscal year 24 earnings forecasts of the three domestic companies, we can also see points of view that should be paid attention to when considering investment。
All of the big 3 domestic markets are mainly sold in North America...
Translated
![Toyota and Honda's financial results for fiscal year 23, which are booming with the highest profits, beat Tesla and BYD in terms of performance and lost in stock prices!? Ready to pursue with enhanced shareholder returns](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240514/c5ef24bf1e7412f31edcba53d982b7e1.jpg/thumb?area=105&is_public=true)
![Toyota and Honda's financial results for fiscal year 23, which are booming with the highest profits, beat Tesla and BYD in terms of performance and lost in stock prices!? Ready to pursue with enhanced shareholder returns](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240514/55ab9a640aa3944f0b39073b56c0600a.jpg/thumb?area=105&is_public=true)
60
5
Kozukozu-1957
voted
Hello Moomoo users!
Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Average ended at 38992.08 yen, 781.06 yen lower than the previous business day
● A turning point in value stocks, sharp polarization due to shareholder return measures - is sorting accelerated into settlement machines
●The government bond held by the Bank of Japan is 589 trillion yen, the largest ever for the end of the remaining fiscal year
● Exchange rates are factors affecting the economy and prices, and keep a close eye on market trends - Bank of Japan Governor
● Is there a delay in Japan-US stock price changes, crude oil of 100 dollars, and a reduction in US interest rates
● Prices in the Tokyo crude oil market rose to the 80,000 yen range for the first time in about 5 months in response to the situation in the Middle East
● Attention to the handle: $Nippon Steel(5401.JP$、 $Marubeni(8002.JP$、 $Inpex(1605.JP$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 38992.08 yen, 781.06 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 29.38 points to 2702.62 in the Tokyo Stock Exchange.
Top news
Yen purchases resume, risk avoidance movements fall below 39,000 yen due to the tense situation in the Middle East
...
●The Nikkei Average ended at 38992.08 yen, 781.06 yen lower than the previous business day
● A turning point in value stocks, sharp polarization due to shareholder return measures - is sorting accelerated into settlement machines
●The government bond held by the Bank of Japan is 589 trillion yen, the largest ever for the end of the remaining fiscal year
● Exchange rates are factors affecting the economy and prices, and keep a close eye on market trends - Bank of Japan Governor
● Is there a delay in Japan-US stock price changes, crude oil of 100 dollars, and a reduction in US interest rates
● Prices in the Tokyo crude oil market rose to the 80,000 yen range for the first time in about 5 months in response to the situation in the Middle East
● Attention to the handle: $Nippon Steel(5401.JP$、 $Marubeni(8002.JP$、 $Inpex(1605.JP$
ー MooMoo News Japanese stock Sherry
Market Overview
Today's Nikkei Stock Average ended at 38992.08 yen, 781.06 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 29.38 points to 2702.62 in the Tokyo Stock Exchange.
Top news
Yen purchases resume, risk avoidance movements fall below 39,000 yen due to the tense situation in the Middle East
...
Translated
![Tokyo Market Summary: The sharp decline in the Nikkei Average is a factor affecting the economy and prices, and keeping a close eye on market trends - Bank of Japan Governor](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240405/a91d8f8138b4e8f9363c0dc589969dc2.png/thumb?area=105&is_public=true)
![Tokyo Market Summary: The sharp decline in the Nikkei Average is a factor affecting the economy and prices, and keeping a close eye on market trends - Bank of Japan Governor](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240405/488977a1040a47ab87b78e87419321a5.png/thumb?area=105&is_public=true)
![Tokyo Market Summary: The sharp decline in the Nikkei Average is a factor affecting the economy and prices, and keeping a close eye on market trends - Bank of Japan Governor](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240405/b0017f1214624f2798ff66d0700259e1.png/thumb?area=105&is_public=true)
27
Kozukozu-1957
voted
Good morning to all moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 40,100 yen - 40,600 yen (26th closing price 40,398 yen 03 sen)
● [US Market Conditions] Stocks plummeted at the end of the market, tech sales such as NVIDIA - mid-151 yen range
● Apple iPhone shipments to China fell 33% from the previous year in February - sluggish demand continues
● Apple to announce long-awaited AI strategy - World Developers Conference will be held from 6/10
● Tesla continues to grow, Italian officials come into contact with the company about the possibility of producing EV trucks
● Large bridge collapse and cargo ship collision in Baltimore - US President announces early reconstruction
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 26th, the NY Dow Jones Industrial Average continued to fall for 3 days to 39,282 dollars 33 cents, 31 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 68.768 points to 16,315.699. The Tokyo stock market on the 27th was a development where buying and selling intersected over a wide area, starting with major stocks, and Japan...
● [Tokyo Stock Exchange Rate Forecast Range] 40,100 yen - 40,600 yen (26th closing price 40,398 yen 03 sen)
● [US Market Conditions] Stocks plummeted at the end of the market, tech sales such as NVIDIA - mid-151 yen range
● Apple iPhone shipments to China fell 33% from the previous year in February - sluggish demand continues
● Apple to announce long-awaited AI strategy - World Developers Conference will be held from 6/10
● Tesla continues to grow, Italian officials come into contact with the company about the possibility of producing EV trucks
● Large bridge collapse and cargo ship collision in Baltimore - US President announces early reconstruction
-MOOMOO NEWS Amelia
Market Overview
In the US stock market on the 26th, the NY Dow Jones Industrial Average continued to fall for 3 days to 39,282 dollars 33 cents, 31 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 68.768 points to 16,315.699. The Tokyo stock market on the 27th was a development where buying and selling intersected over a wide area, starting with major stocks, and Japan...
Translated
![[Morning Report] US stocks plummeted at the end of the day, and tech sales Apple such as NVIDIA will announce their long-awaited AI strategy in June, iPhone shipments to China declined in February, and Tesla continued to rise](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240327/8533504b9e4fd8fbe1fdcaacfb703277.jpg/thumb?area=105&is_public=true)
![[Morning Report] US stocks plummeted at the end of the day, and tech sales Apple such as NVIDIA will announce their long-awaited AI strategy in June, iPhone shipments to China declined in February, and Tesla continued to rise](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240327/ec5510fb99dc73493d17bdb2127958b7.png/thumb?area=105&is_public=true)
![[Morning Report] US stocks plummeted at the end of the day, and tech sales Apple such as NVIDIA will announce their long-awaited AI strategy in June, iPhone shipments to China declined in February, and Tesla continued to rise](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240326/1711409053481-dd1995229e.png/thumb?area=105&is_public=true)
23
1
Kozukozu-1957
liked
Good evening to all Moomoo users!
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 24.68 dollars to 39338.32 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 62.38 points to 16446.85. The S&P 500 average, which consists of the stocks of 500 large US companies, rose 10.66 points to 5228.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
There is a close difference between the hawk faction and the pigeon faction within the Fed, and the depreciation of the yen left and right
According to the FOMC participants' policy interest rate forecasts (dot chart) announced after the March FOMC, it has been confirmed that the number of interest rate cuts within the year is 2 people for zero times, 2 people for 1 time, and 5 people for 2 times, for a total of 9 people. There were 9 people in the 3rd faction, but since there was 1 person in the 4th faction, interest rate cuts were “maintained 3 times.” It's a racy close margin, so if interest rate cuts start in June, 4 to 6...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 24.68 dollars to 39338.32 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, rose 62.38 points to 16446.85. The S&P 500 average, which consists of the stocks of 500 large US companies, rose 10.66 points to 5228.85.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
There is a close difference between the hawk faction and the pigeon faction within the Fed, and the depreciation of the yen left and right
According to the FOMC participants' policy interest rate forecasts (dot chart) announced after the March FOMC, it has been confirmed that the number of interest rate cuts within the year is 2 people for zero times, 2 people for 1 time, and 5 people for 2 times, for a total of 9 people. There were 9 people in the 3rd faction, but since there was 1 person in the 4th faction, interest rate cuts were “maintained 3 times.” It's a racy close margin, so if interest rate cuts start in June, 4 to 6...
Translated
![US Market Outlook: Bullishness in US Stocks Supported by FRB Creates Risk of Bubble - Yardeni Dow Average Starts at $24 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240326/39c1ac4da8515922eab65c135bc32ab5.png/thumb?area=105&is_public=true)
![US Market Outlook: Bullishness in US Stocks Supported by FRB Creates Risk of Bubble - Yardeni Dow Average Starts at $24 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240326/09ee8f2de5e2fb7fd3a9acd9a7e8396b.png/thumb?area=105&is_public=true)
![US Market Outlook: Bullishness in US Stocks Supported by FRB Creates Risk of Bubble - Yardeni Dow Average Starts at $24 Higher](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240326/1711409053481-dd1995229e.png/thumb?area=105&is_public=true)
30
Kozukozu-1957
commented on
On March 19, the S&P 500 stock price index rose 0.6% and closed at 5178.51,18th all-time highIt was recorded.
Among them, the stocks that stood out and skyrocketed in stock prices were major US semiconductors $NVIDIA(NVDA.US$It is. Taking advantage of the “generative AI boom,” NVIDIA's stock priceAbout 3.4 times last yearContinuing from that, this year80.53% increase year to dateI did it.
in the USThe largest producer of carbon-free energyIt is $Constellation Energy(CEG.US$But47.79% higher。
Also, the US that operates Facebook $Meta Platforms(META.US$The main internet advertising business remained steady, and in response to expectations of a recovery in performance due to personnel cuts, etc.40.35% higher year to dateIt became.
Boasting the world's top market share of gas turbines $GE Aerospace(GE.US$Is35.91% increaseand oil...
Among them, the stocks that stood out and skyrocketed in stock prices were major US semiconductors $NVIDIA(NVDA.US$It is. Taking advantage of the “generative AI boom,” NVIDIA's stock priceAbout 3.4 times last yearContinuing from that, this year80.53% increase year to dateI did it.
in the USThe largest producer of carbon-free energyIt is $Constellation Energy(CEG.US$But47.79% higher。
Also, the US that operates Facebook $Meta Platforms(META.US$The main internet advertising business remained steady, and in response to expectations of a recovery in performance due to personnel cuts, etc.40.35% higher year to dateIt became.
Boasting the world's top market share of gas turbines $GE Aerospace(GE.US$Is35.91% increaseand oil...
Translated
![The S&P 500 hit its highest price for the 18th time this year! What are the top 10 companies that are experiencing amazing growth](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240320/7ee5c2e9bfb04a97bff4d71294020558.png/thumb?area=105&is_public=true)
![The S&P 500 hit its highest price for the 18th time this year! What are the top 10 companies that are experiencing amazing growth](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240320/1710920505839-2def53b2c1.png/thumb?area=105&is_public=true)
58
9
Kozukozu-1957
liked
This article uses automatic translation for some of its parts
● Guidance path targets for FOMC and Federal Fund (FF) interest rates for MarchLeave it unchanged at 5.25% ~ 5.50%The probability of
● As for the market, the “distribution chart of policy interest rate levels (dot chart)” is 25 basis points (bp, 1 bp = 0.01%) by the end of the yearRevised to suggest that 2 rate cuts are appropriate (3 times as of the previous December) is expected. Also,Inflation forecasts etc. were revised upwardThe probability of
●At the FOMC in MarchDeceleration of quantitative tighteningThere will be specific discussions about the University of Public Finance
● As for US bond yields, the 2-year yield tested the resistance line of 4.75%, and the 10-year yield broke through 4.35% for the first time since November last year, so there is a high probability that the adjustment phase will expand with each tenor
Over 2 daysFOMC Monetary Policy MeetingisIt is scheduled to end at 03:00 on Thursday the 21st Japan time。FOMC Chairman Powell's Press ConferenceIsFrom 03:30 on Thursday the 21st Japan timeIt is scheduled to take place.
Of the 108 economists surveyed by Reuters, all expect the US Federal Reserve (Fed) to leave interest rates unchanged in the range of 5.25 to 5.50%...
● Guidance path targets for FOMC and Federal Fund (FF) interest rates for MarchLeave it unchanged at 5.25% ~ 5.50%The probability of
● As for the market, the “distribution chart of policy interest rate levels (dot chart)” is 25 basis points (bp, 1 bp = 0.01%) by the end of the yearRevised to suggest that 2 rate cuts are appropriate (3 times as of the previous December) is expected. Also,Inflation forecasts etc. were revised upwardThe probability of
●At the FOMC in MarchDeceleration of quantitative tighteningThere will be specific discussions about the University of Public Finance
● As for US bond yields, the 2-year yield tested the resistance line of 4.75%, and the 10-year yield broke through 4.35% for the first time since November last year, so there is a high probability that the adjustment phase will expand with each tenor
Over 2 daysFOMC Monetary Policy MeetingisIt is scheduled to end at 03:00 on Thursday the 21st Japan time。FOMC Chairman Powell's Press ConferenceIsFrom 03:30 on Thursday the 21st Japan timeIt is scheduled to take place.
Of the 108 economists surveyed by Reuters, all expect the US Federal Reserve (Fed) to leave interest rates unchanged in the range of 5.25 to 5.50%...
Translated
![[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240319/4fd2425c33fbb84c5a57ce77486b88ba.png/thumb?area=105&is_public=true)
![[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240319/bb9ee7c62b82be82f54d492c58740210.png/thumb?area=105&is_public=true)
![[FOMC Preview] Maintaining the status quo? In addition to when interest rate cuts will begin, pay attention to discussions on the end of QT](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240319/cefa8bb41ff579cc7008e8e34ca102b9.png/thumb?area=105&is_public=true)
+7
26
3