"Next target" is a high-growth field as an industrial infrastructure and investment destination - KKR.
September 10, 2024 2:27 JST (excerpt)
Mr. Agrawal, the global head of the Infrastructure Department, pointed out in an interview.
Infrastructure investment of 100 trillion dollars will be needed by 2040 according to the company's calculation.
Raj Agrawal, Global Head of Infrastructure at KKR, expressed the view that storage facilities and logistics are the "next big thing" in the asset class.
On the 9th, Mr. Agrawal responded to an interview at a conference hosted by Barclays, pointing out that Fortune 500 companies have a large amount of industrial assets that are necessary for production but not necessary to own, and there is a possibility of selling these assets to strengthen the balance sheet. He argued that this would become a high-growth area in the future.

AI semiconductorrelatedHardware infrastructure stocksWhile a sense of relaxation spreads due to the rapid rise, they are involved in the development of AI itself and AI introduction servicessoftwaresThe review of related stocks is progressing. $NEC (6701.JP)$and $Hitachi (6501.JP)$The foundation for generative AI represented by major domestic companies such as ChatGPT,”Large Language Model (LLM)While competing with in-house development and research of”, emerging AI companies include US Open AI ChatGPTUtilize major LLMs, etc.Put the AI business you did on trackTurned into surplusThere are a number of companies that do it. These emerging stocks have few long-term funds from overseas and investment trusts, and price movements are rough, but growth expectations are also high.Up about 460% year to dateYou can also see the brands that are doing it. In addition to checking popular stocks, there is coverage from multiple securities analysts,AI small to medium stocks with a large margin of appreciationI searched for (total market capitalization of 5 billion yen or more and less than 1 trillion yen).
★What are the 3 popular AI small to medium brands that have risen 60% or more since the beginning of the year?
◆ $Datasection (3905.JP)$
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US interest rates don't fall easily, but they are in a downward direction, so they are piling up when interest rates rise.
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$

Good evening, Moomoo users!Tonight's analysis of NY stocks.
Market Overview
The US market started with the Dow Jones Industrial Average, which is composed of high-quality stocks, falling by $118.71 to $38,528.39. The tech-heavy Nasdaq Composite Index, with a high tech stock ratio, started at 17621.18, down by 46.38 points. The S&P500 index, which consists of 500 large cap stocks in the US, fell by 9.66 points to 5424.08.
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FRB Divergence
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