TESLA Optimus
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While the sharp rise in semiconductor-related stocks showed calm, it was lateShopping for electronic component brandsis spreading. What is attracting particular attention is that Japan is proud of its competitiveness.”MLCC (Multilayer Ceramic Capacitors)It's”. Integrate AI functions into PCs and smartphone devicesIncreased demand due to “edge AI”and ceramic capacitors according to recent trade statisticsSignificant increase in average export pricesThe fact that it can be seen is in the background. About 800 to 1000 MLCCs are used per smartphone, and they are also often used in computers, EVs (electric vehicles), servers, etc.Rice in the electronics industryAlso called.MLCC is a “passive component”It plays a role such as storing electricity and stabilizing voltage,Semiconductor devices that are “active components”It is essential for proper operation. In other words,As AI evolves, demand for MLCCs will similarly expand along with semiconductorsIt is seen as. The electronic component brands being searched were confirmed, including brands that handle MLCC materials.
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The Japanese team is holding on to the MLCC global market share!
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
Domestic MLCC manufacturers have in-house manufacturing equipment, etc., and technology...
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TESLA Optimus
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The first half of the S&P 500about 15%The rate of increase was recorded, and it achieved the 21st best performance in the first half of the year after 1900. The focus of the market was definitely on the period when NVIDIA, AI, and the Fed cut interest rates,The shift to the US presidential election has now begun. 2024, which enters the fourth year of the presidential election cycle, is for the US stock marketIt's a very important year. What will happen to US stocks entering the “election year”? And when the US Federal Reserve cuts interest rates in the presidential election year, the US stock market1+1＞2 bull marketCan it be achieved? These are issues that many investors are concerned about.
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Will the upcoming presidential election be the center of US stock trading? June to August deserve attention!?
According to data dating back to 1928, the fourth year of the presidential term is for the US stock marketsecondIt's been a strong year (the first is the 3rd year of the presidential term). What is the background of strong performance in the fourth year of the presidential election cycleIn order to increase the possibility of re-election, the current president will finally try to stimulate the economy through fiscal spendingThere is a way of looking at it.
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According to data dating back to 1928, the fourth year of the presidential term is for the US stock marketsecondIt's been a strong year (the first is the 3rd year of the presidential term). What is the background of strong performance in the fourth year of the presidential election cycleIn order to increase the possibility of re-election, the current president will finally try to stimulate the economy through fiscal spendingThere is a way of looking at it.
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[Biden vs. Trump 2.0] What stocks are likely to benefit from a strong presidential election year?
To the BofA investigation...
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TESLA Optimus : Because it's Murata Seisakusho