This article uses automatic translation in part.
The "CES2025", which is the world's largest technology exhibition, concluded on January 10th (January 11th Japan time) as an Electronics Integrated Exhibition. At this event, More than 141,000 visitorsandOver 4,500 exhibiting companies have gathered, among which1400 are startups.There was participation from

U.S. stocks "The Magnificent Seven", especially noteworthy in $NVIDIA (NVDA.US)$ 。一方、 $Alphabet-C (GOOG.US)$ 、 $Amazon (AMZN.US)$ and $Meta Platforms (META.US)$Competition between major US high-tech companies such as <ETC> is intensifying. In addition, $Tesla (TSLA.US)$ and $Apple (AAPL.US)$will not set up a booth this time, but the battle for products continues.Shadow battlescontinue.
"CES2025" is drawing to a close. Check out the promising investment opportunities!
Based on this, The main investment opportunities highlighted at this year's CES are summarized as follows:。
●AI Chip (GPU, AI specialized processors)...

$USD/JPY (USDJPY.FX)$
If it breaks through 151.00, it will rise. Selling pressure around 150.40-70, short-term rebound between 149.70-150.

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...

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...

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　
...

Good evening, Moomoo users!Here is the analysis of the New York stock market tonight.
Market Overview
US market opening: The Dow Jones Industrial Average, composed of quality stocks, started at 39,338.32 dollars, up 24.68 dollars, with the technology-heavy Nasdaq Composite Index starting at 16,446.85, up 62.38 points. The S&P 500, consisting of 500 large-cap stocks, opened at 5,228.85, up 10.66 points.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Slim margin between hawks and doves at the Federal Reserve, with fluctuations influenced by yen weakness.
After the March FOMC meeting, it was confirmed in the FOMC participants' interest rate outlook (dot chart) that there are a total of 9 members forecasting rate cuts during the year: 2 members expecting no cuts, 2 members expecting 1 cut, and 5 members expecting 2 cuts. There were also 9 members in the camp anticipating 3 cuts, but due to 1 member forecasting 4 cuts, it resulted in a consensus of "3 rate cuts maintained". Given the narrow margin, if the rate cut were to start in June, the expectation is for 4 to 6 cuts...