Points for this week
Will Japanese stocks face resistance this week? On one hand, concerns about the prolonged inflation in the USA may suppress upward momentum, but the resilience of the US economy will provide support.The focus will be on earnings reports both domestically and internationally, especially as the USA begins its earnings announcements ahead of Japan. This week will also see earnings reports from semiconductor-related companies, which could serve as positive catalysts for Japanese stocks. Additionally, as the USA starts its earnings reports and releases several high-profile indicators, the response to news from overseas is expected to be significant. Meanwhile, since last weekend, tensions in the Middle East have been escalating.The focus will be on earnings reports both domestically and internationally, especially as the USA begins its earnings announcements ahead of Japan.This week will also see earnings reports from semiconductor-related companies, which could serve as positive catalysts for Japanese stocks.Additionally, as the USA starts its earnings reports and releases several high-profile indicators, the response to news from overseas is expected to be significant. Meanwhile, since last weekend, tensions in the Middle East have been escalating.There is a sense of caution surfacing.and as the geopolitical situation intensifies, it has been moving around the anticipation of economic sentiment and monetary policy.
Passing through last week's inflation indicators, market focus is likely to shift towards US corporate earnings. The profits of S&P500 companies are expected to increase for the 2nd consecutive quarter, especially the high profit margins of major IT and high-tech companies are expected to be a key driver.Despite the diminishing expectations of an interest rate cut by the Federal Reserve due to the 'CPI shock', earnings are expected to dispel the market's negative sentiment, with high profit margins of major IT and high-tech companies likely playing a crucial role.and it is expected that earnings will lead the market in the future.

Summary
Since the beginning of the yearSemiconductor stocks were performing wellOn April 4thThey experienced a significant adjustmentThis adjustmentThere have been no fundamental changes in the semiconductor industry.Mainly,It is largely due to external factors.It is considered.It is expected that the recovery of the semiconductor market and the continued benefits of the AI boom will continue.There is a possibility that the indicator may give false alarms.During adjustments, it will be an opportunity to buy on dips.This time,List up the stocks that are candidates for buy on the dips.Done.
Semiconductor stocks are strong.
Regarding the major stock price indices in the United States,Year-to-date rise and fall rates(As of April 4, the same below), when checkedS&P500 index rose 8%whileThe Nasdaq 100 index rose by 6%.At first glance, tech stocks seem to be underperforming compared to the overall market. On the other hand, the Philadelphia Semiconductor Index (SOX Index), which is composed of semiconductor stocks that are part of the tech sector, rose by 14%.Thanks to the AI boom, the SOX Index rose by 65% in 2023. It has maintained its strong performance in 2024.Done.The SOX Indexrose by 14%.In 2023, it rose by 65%.It has maintained its strong performance in 2024.
On April 4th, there was a decline, what were the reasons?
On April 4th, the SOX index fell by 3.0%. The S&P 500 index and the Nasdaq 100 index fell by 1.2% and 1.6% respectively.
On April 4th,Decline...