Dear MOOMOO users, good morning!The key points of this morning's report are here.
Domestic market closed.
●US stocks fall, amidst strong US employment statistics.
NVIDIA's stock plunges significantly on reports of semiconductor export restrictions.
Aeon Q rebounds favorably due to positive comments from Chapman's CEO.
BTC rebounds, temporarily recovers to the $0.095 million range, supported by expectations for the upcoming Trump administration.
【Key Figures Speaking】 Chicago Fed President: 'There is a significant possibility that interest rates will decline considerably in 12-18 months.'
moomoo News: Sherry
Market Overview
On the 10th, the US stock market fell. The Dow Jones Industrial Average dropped by $700, losing almost all the post-election gains. Small-cap indices remained flat, with major US stock indices falling by about 2% for the week, turning negative for the year to date.
December 2024 employment statistics exceeded market expectations, leading to speculation that the Federal Reserve Board (FRB) will postpone interest rate cuts for the time being. Investors are focusing more on the outlook for relatively high interest rates and attractive bond yields compared to the impact of a strong labor market on corporate earnings and personal consumption.

The Tokyo stock market is expected to be on an upward trend in 2025Many market participants are anticipating this. Expectations are high that economic growth and a rise in stocks due to the policies of the next US President, Trump, will also benefit the domestic market. According to a survey of strategists by Bloomberg, the 25-year Nikkei average stock price isexpected to rise up to 43,000 yen at the median, reaching an all-time highandas predicted to renew the all-time highin 1977:As US stocks become noticeably expensive, there is a high possibility that Japanese stocks will once again attract attention from overseas investors.While the Bank of Japan has taken the first step towards a policy shift to a world with interest rates, there is a reassuring feeling of buying as the pace of rate hikes is likely to be gradual. We have picked up popular stocks that are expected to face strong upward pressure based on themes of interest and charts.
AI Semiconductors and Datacenters
The first half of 2024 Manufacturers of advanced semiconductor devices such as GPUs (graphic processing semiconductors) and HBM (High Bandwidth Memory) used for AI driving have been in the spotlight, with related stocks generally rising. Advanced semiconductor device manufacturers such as these are attracting attention, and related stocks have generally risen, but the latter half Concerns over the strengthening of US export restrictions on ChinaETCMainly declining among manufacturing equipment manufacturers highly dependent on ChinaContinued. There was no price collapse...