DeepSeek ShockHas it already passed?As the S&P 500 Index regains stability,It seems so. On the other hand,The return of the 7 major US tech companies (M7) is sluggish(Providing the same open-source AI model as DeepSeek) $Meta Platforms (META.US)$ The strong performance of M7 and the lingering possibility of the DeepSeek shock may still have an impact. M7's market cap accounts for over 30% of the S&P 500 Index.The recovery of the S&P 500 Index.It can be seen that US stocks other than M7 are supporting it.。
In addition,The potential impact of the DeepSeek shock on US tech stocks.is still under discussion.hasdetermined that in the medium to long term,The consensus is gradually forming that the decrease in AI costs will lead to the expansion of AI adoption.On the one hand, there is a growing consensus that this will lead to benefiting stocks and others that will not benefit.銘柄をめぐっては意見が分かれている部分もある。また、DeepSeekショック直後に米国株式市場では「卵は一つのカゴに盛るなInvestment adages like " are now being highlighted as lessons. Investors who concentrate on M7 and US tech stocks ...

Hello MOOMOO users! Thank you for your hard work today at the close.Today's summary of the stock market is as follows. Thank you.
The Nikkei average closed at 38,801.17 yen, up 14.15 yen compared to the previous trading day.
Foreign Exchange Summary: Moving around 151 yen and 90 sen, caution regarding Trump's tariffs weighs on the upper side.
●【Market Voice】Trump's tariffs may complicate the movement of the yen exchange rate.
●Japan Steel - Declines for the first time in four days, as US Steel's acquisition plan, Trump states it is 'investment, not acquisition' = Nikkei.
●Fujikura revises this year's recurring profit up by 18%, adds to its highest profit forecast, and increases dividends by 13 yen.
Hot Stocks: $Nippon Steel (5401.JP)$、 $Obayashi (1802.JP)$、 $JGC Holdings (1963.JP)$、 $KDDI (9433.JP)$etc
MOOMOO news Japanese Stocks Kouchi
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at 38,801.17 yen, up 14.15 yen from the previous trading day, with the Tokyo Stock Price Index (TOPIX) closing at 2,733.01, down 4.22 points. The number of gainers on the TSE Prime was 812, losers were 776, and unchanged was 49.

Good morning, MOOMOO users! We will deliver the hot stocks and latest rating information for the morning session.
Today's strengths and weaknesses
1/9 [Strength and Weakness Factors]
Three points to focus on in the morning session
Waiting for a pullback while being cautious of tariff risks from the upcoming Trump administration.
● $ABC-Mart (2670.JP)$Revenue for the third quarter of the 2025 fiscal year announced by XXX increased by 9.8% to 277.78 billion yen compared to the same period last year, and operating profit increased by 15.6% to 48.1 billion yen. Sales to inbound (foreign visitors to Japan) were strong, and high-priced products such as hands-free shoes and jackets that can be worn without using hands performed well. The earnings forecast for the full fiscal year ending in February 2025 remained unchanged.
● Key Points of the Morning Session: $Mitsui O.S.K. Lines (9104.JP)$Construct up to 4 ammonia ships, with an investment of 100 billion yen.
Active stocks, hot stocks.
The Tokyo stock market continued to decline on the 9th. While the three indexes in the US market were mixed, the Philadelphia Semiconductor Index was down, and semiconductor-related stocks were also being sold in the domestic market. According to the December ADP employment report announced the previous day, the number of non-agricultural sector employees increased by 0.122 million, below the market forecast of 0.139 million...

This article utilizes auto-translation in some parts.
● $NVIDIA (NVDA.US)$After the market close on November 20th, Eastern Time in the United States.(Scheduled to announce earnings on November 21st, Thursday, from 06:00 Japan time)。
According to market consensus, $NVIDIA (NVDA.US)$The performance forecast for Q3 2025 is expected to have revenue of 33.028 billion dollars, an 82.27% increase compared to the same period last year. The EPS is expected to increase by 88.11% to 0.70 dollars compared to the same period last year.
● Wall Street collectively raises NVIDIA's target stock price.
● The company's stock price tripled compared to the end of 2023, driven by the tailwind of major tech companies' capital investments.
● Issues with the server rack design for next-generation chips? What impact will it have on performance?
$NVIDIA (NVDA.US)$Earnings reports are scheduled to be announced after the close of November 20th US Eastern Time (06:00 on November 21st, Thursday in Japan time). According to market consensus, $NVIDIA (NVDA.US)$The revenue forecast for Q3 2025 is expected to be higher than the previous year...