yoikai
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Japanese stocks are expected to weaken next week. Since the stock price-earnings ratio (PER) is high for US stocks, it seems that stock price adjustments will continue even while keeping a close eye on interest rates. Interest rates have risen, and it is becoming easier for people to be aware of expensive stock price valuations. Bloomberg reports that after passing the US FOMC this week, interest rates have risen both domestically and internationally, and stock prices have weighed mainly on technology stocks. Next week, market interest will gather on interest rate trends, and it seems that the market will be happy and disappointed by the statements made by financial officials. US Federal Reserve Chairman Powell is scheduled to hold a town hall meeting with educators on the 28th.
1. The Nikkei Average fell sharply for the first time in 2 weeks to over 1000 yen depreciation
2. The FOMC is too hawkish to postpone interest rate hikes, leading to depreciation of US stocks
3. The yen depreciated due to maintaining the status quo of the Bank of Japan's monetary policy, and buying did not continue even though the sense of caution receded
4. U.S. semiconductor stock depreciation
The Nikkei Stock Average fell sharply for the first time in 2 weeks to 32,402 yen, 1130 yen (3.4%) lower than the previous weekend in the Tokyo stock market this week. This week, ahead of the Japan-US financial meeting, a strong wait-and-see mood continued until the second half of the week. The US FOMC is as expected...
Translated
![Next week's financial results and economic calendar (2023/9/25 to 9/29) Will US stocks continue to stagnate due to the Fed's hawkish stance?](https://sgsnsimg.moomoo.com/feed_image/181250687/2efb86a06b9135869d8eaa07156b0e64.png/thumb)
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yoikai
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It is said that there is a possibility that the market size of generative AI (artificial intelligence) that creates content such as sentences on par with humans will reach 121 billion dollars (about 17 trillion yen) worldwide in '27. Japanese companies are also all embarking on introduction and utilization in an attempt to lead to profit expansion. As generative AI originating overseas becomes popular, attention is also being drawn to companies that independently advance generative AI development.
What is the foundation of generative AI represented by the “Chat (chat) GPT” released by US Open AI in the fall of 2022 is a “large-scale language model” that skillfully manipulates language using deep learning. This model makes it possible to realize various services in a short time. Many companies develop services by incorporating models from outside, but basically models are developed mainly in English, and the problem is that Japanese accuracy is low. Therefore, Japanese companies that develop their own models are also emerging.
$Nippon Telegraph & Telephone (9432.JP)$It will also develop business for enterprises in fields such as finance, medical care, law, etc. using its own large-scale language model in '23. It has strengths in ease of use and low cost operation...
What is the foundation of generative AI represented by the “Chat (chat) GPT” released by US Open AI in the fall of 2022 is a “large-scale language model” that skillfully manipulates language using deep learning. This model makes it possible to realize various services in a short time. Many companies develop services by incorporating models from outside, but basically models are developed mainly in English, and the problem is that Japanese accuracy is low. Therefore, Japanese companies that develop their own models are also emerging.
$Nippon Telegraph & Telephone (9432.JP)$It will also develop business for enterprises in fields such as finance, medical care, law, etc. using its own large-scale language model in '23. It has strengths in ease of use and low cost operation...
Translated
![Who is leading the way in proprietary generative AI development? Focus on models with high Japanese proficiency, such as Fujitsu](https://sgsnsimg.moomoo.com/feed_image/181569713/7d55e375414434cfb0966fd0cd26089e.jpg/thumb)
![Who is leading the way in proprietary generative AI development? Focus on models with high Japanese proficiency, such as Fujitsu](https://sgsnsimg.moomoo.com/feed_image/181569713/da9034a33ca730beb40b786612d633ac.jpg/thumb)
![Who is leading the way in proprietary generative AI development? Focus on models with high Japanese proficiency, such as Fujitsu](https://sgsnsimg.moomoo.com/feed_image/181569713/663bdd2616533721b8b1d0fb2cd4fe6d.jpg/thumb)
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yoikai
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#日本株 は日経平均・TOPIXともに後場で回復してプラ転。
$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$ $TSE Growth Market 250 Index (.TSEMOTHR.JP)$
値上がり銘柄数と値下がり銘柄数も逆転しました。
午前中に投稿した内容と比較してもらえるとわかりやすいです。
騰落レシオは下落。NT倍率は少し上昇。
不穏な空気も一部ありましたがまた上昇しました。
▶️値上がり銘柄:2,317
▶️値下がり銘柄:1,538
$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$ $TSE Growth Market 250 Index (.TSEMOTHR.JP)$
値上がり銘柄数と値下がり銘柄数も逆転しました。
午前中に投稿した内容と比較してもらえるとわかりやすいです。
騰落レシオは下落。NT倍率は少し上昇。
不穏な空気も一部ありましたがまた上昇しました。
▶️値上がり銘柄:2,317
▶️値下がり銘柄:1,538
![日本株はまだまだいけるのか!?](https://sgsnsimg.moomoo.com/feed_image/182177649/5a46dea334e536338248a633606c81c9.jpg/thumb)
![日本株はまだまだいけるのか!?](https://sgsnsimg.moomoo.com/feed_image/182177649/61f16584e62d3ed8b1f4969f83b96460.jpg/thumb)
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yoikai : It's not good for the yen to depreciate any further than it is now