This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...

At the time of 2010, Elon Musk predicted that Japan would become Tesla's largest market outside the US.
However, now that more than 10 years have passed since then, EV manufacturers are not doing as well in Japan as Musk expected.
“There are regions like Japan where market share is significantly lower,” Musk said at the fourth quarter earnings briefing earlier this week. “At the very least, we should have a market share comparable to other non-Japanese automakers like Mercedes and BMW.”
However, Tesla has already faced off against major Japanese automobile manufacturers such as Toyota, Honda, Suzuki, and Nissan, but in reality, all EV manufacturers are struggling to make an impact in Japan.
In recent years, the number of EVs sold has increased rapidly in America and Europe, but despite Japan being one of the largest automobile markets in the world, sales of all-electric vehicles have been delayed.
One reason for this is that hybrid cars tend to dominate the Japanese market. Bloomberg reports that the sales volume of hybrid vehicles surpassed the total market share of gasoline cars and diesel cars for the first time in 2023.
Bloomberg...

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To the 3 users whose predictions for the closing price of the S&P 500 index at the end of 2023 were close to the actual closing price,1000 yen Amazon gift cardI will give it as a present.
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Japan timeUntil 23:59 p.m. on 12/29On, 12/30'sPredict the closing price of the S&P 500, please post! (Example: the closing price is expected to be $5,000).
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While the US stock market in 2023 is facing complex changes such as the global economy and monetary policy,Effects of the generative AI boomIt was a year that greatly boosted the average stock price. On the delicate balance of inflation, interest rates, and economic growth, a strong upward trend was formed in the US stock market. While experiencing periods of optimism and pessimism throughout the year, going forwardFederal Reserve System (Fed)Attention is drawn to its actions and its impact on the economy as a whole.
Before the beginning of 2024, let's take a break and forecast the closing price of the S&P 500 in 2023. The new year is just around the corner. Everyone'sHopes and aspirations, and the year so farReflections I have looked back on, expectations for myself in the future, etc.Let's also share it with each other....

Perhaps, as we approach the end of 2022, most investment banks did not anticipate the robust performance of the U.S. stock market in 2023 amid the "fire" of interest rate hikes. As of the closing on December 22nd, the S&P 500 index and the Nasdaq 100 index have surged by over 24% and 54% respectively this year.
Data reveals that the gains in the S&P 500 this year are primarily driven by the "Big Seven" in the tech sector—Apple, Microsoft, Google, Amaz...