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yoon_yun Private ID: 183573847
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    $Nikkei 225 (.N225.JP)$
    Will the FOMC result in a stock market decline by 50bp?
    Amidst murmurs of a 25bp cut, is it fair to assume a high likelihood of further decline?
    It's difficult to interpret the movements of the Nikkei, which is becoming a plaything of the exchange rate..
    Translated
    1
    そもそも日経平均が4万超えてワイワイ言ってるが、そのものの価値が妥当なのかどうかで決めるべき。何十年か前の日経平均の最高値を抜いて4万台になったと言っても通貨価値が違う。少なくとも6万円台になったら昔の日本になる。またバブルになってんじゃない?気をつけるかなぐらい。日経平均最高値になってもかつてGDP2位だった日本に物価が安いから来たなんて外国人に言われてるようじゃダメダメ。日本人は優秀なんだと自信持ってりゃあ元に戻れる。30年前の数値で比べて色々言ってるプロ。本人が自信持ってネガティブなこと言ってるなら自分なら見切りつけて日本にいないね
    yoon_yun commented on
    This week's points
    Are Japanese stocks moving forward and backward this week? While excessive concerns about the US economy recede, expectations for a soft landing will intensify if interest rate cut observations in September are maintained, and buying is likely to become dominant, but it has passed Japan-US corporate financial results and economic indicators that have been attracting attention, and while it lacks new materials, the market is once againUnfolding while looking at Japan-US monetary policiesThere is also a possibility that it will become Expectations are high that Chairman Powell will clearly state interest rate cuts in September,There is a possibility that solid ground will continue until the middle of the weekThere is also one. If there are no positive statements about the US interest rate cut in September, there is a risk that Japan will depreciate along with the depreciation of US stocks. Meanwhile, Daiwa Securities chief economist Toru Suehiro also expressed the view that “there is no particular reason for the yen to depreciate further” while the central banks of Japan and the United States adopt diametrically opposite monetary policies, so it is easy for the upper price to become heavy for the time being.
    This WeekThe point of US stocks is at what level they will settle down after the US's observations of excessive interest rate cuts have been corrected.The annual Jackson Hole meeting will be held from 22nd to 24th, and Federal Reserve Chairman Powell's keynote speech is scheduled for the 23rd. The city...
    Translated
    This week's financial results and economic calendar (8/19 to 8/23) will the Jackson Hole meeting hold the key to the market? Buffett's strategy, speculation about the “lipstick effect”
    This week's financial results and economic calendar (8/19 to 8/23) will the Jackson Hole meeting hold the key to the market? Buffett's strategy, speculation about the “lipstick effect”
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    $Nikkei 225 (.N225.JP)$
    利上げはある程度折り込み済みのはず。利上げ見送っても、半導体株安で下げるんだから、それほどマイナスにはならないのでは?ていうか、いつまで米国市場頼りなのか東証は?底力見せてみよ❗
    This article uses automatic translation for some of its parts
    $NVIDIA (NVDA.US)$The “GB200” superchip has attracted a great deal of attention in the market since it was announced. The company's stock price also temporarily rose close to 10% after this week's financial results report, breaking through the 1000 dollar mark.
    What kind of magic does the “magic AI chip” “GB200,” which is expected from the market, have? The comparison between the specs and the company's conventional products is as follows.
    NVIDIA GB200 Superchips are each High performance Grace CPU for 1 server with 2 Blackwell GPUs Combine the 5th generation NVLink It was connected via and achieved 1.8 terabytes per second (Tb/s) of bandwidth between GPUsNext-generation AI systemsIt is.
    $JPMorgan (JPM.US)$According to the AI supply chain industry research report announced recently, based on CoWoS's advanced packaging production capacity, this year...
    Translated
    What exactly is the “magical AI chip “GB200,” which is expected to sell up to 2,500,000 units by '25?
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