Translated
$Nikkei 225 (.N225.JP)$
Trump's retaliatory tariffs, European Index QITABANKUAI and other countries' retaliatory tariffs, a large typhoon seems likely to hit soon.
Trump's retaliatory tariffs, European Index QITABANKUAI and other countries' retaliatory tariffs, a large typhoon seems likely to hit soon.
Translated
1
$Nikkei 225 (.N225.JP)$
Options for tariffs to reduce the trade deficit with Japan, Mr. Trump discusses the acquisition of Nippon Steel.
Tariffs are clearly being hinted at...
However, it seems that it wasn't as big of a topic as mentioned in this News of individual stocks. Well, it seems to have ended without any major issues, which is a relief.
Waiting for Trump's announcement about mutual tariffs on Monday. The USA's expected inflation seems to be rising due to the uncertainty surrounding the overall picture of Trump's tariffs, and the market may settle down after that. It seems that the high volatility will continue.
Options for tariffs to reduce the trade deficit with Japan, Mr. Trump discusses the acquisition of Nippon Steel.
Tariffs are clearly being hinted at...
However, it seems that it wasn't as big of a topic as mentioned in this News of individual stocks. Well, it seems to have ended without any major issues, which is a relief.
Waiting for Trump's announcement about mutual tariffs on Monday. The USA's expected inflation seems to be rising due to the uncertainty surrounding the overall picture of Trump's tariffs, and the market may settle down after that. It seems that the high volatility will continue.
Translated
5
$Nikkei 225 (.N225.JP)$
Prime Minister Ishiba has his first meeting with President Trump, carefully responding to avoid negative economic impact.
Please.
Under no circumstances should we be hit by the tariff cannon!
If the summit fails, please resign.
Prime Minister Ishiba has his first meeting with President Trump, carefully responding to avoid negative economic impact.
Please.
Under no circumstances should we be hit by the tariff cannon!
If the summit fails, please resign.
Translated
5
$USD/JPY (USDJPY.FX)$
Bank of Japan rate hike, at least 1% needed by the second half of FY2025 - Commissioner Tamura.
Somehow, when I thought of hawkish comments, are you from a megabank?
If you induce yen appreciation, the scenario of gradual yen depreciation through cost-push inflation and support for corporate performance via wage increases will completely reverse.
The Commissioner's own position talk is too much...
Perhaps, if the US 10-year bond yields, which have been attracting attention, decrease due to the easing of US inflation expectations and the resumption of the Fed's interest rate cuts, Japan's interest rate hikes may be further away for the reasons mentioned above. After all, with China's prolonged economic downturn, Europe's economic slowdown, and not just the US, the world economy is not strong at all. Is there a timing for this?
Bank of Japan rate hike, at least 1% needed by the second half of FY2025 - Commissioner Tamura.
Somehow, when I thought of hawkish comments, are you from a megabank?
If you induce yen appreciation, the scenario of gradual yen depreciation through cost-push inflation and support for corporate performance via wage increases will completely reverse.
The Commissioner's own position talk is too much...
Perhaps, if the US 10-year bond yields, which have been attracting attention, decrease due to the easing of US inflation expectations and the resumption of the Fed's interest rate cuts, Japan's interest rate hikes may be further away for the reasons mentioned above. After all, with China's prolonged economic downturn, Europe's economic slowdown, and not just the US, the world economy is not strong at all. Is there a timing for this?
Translated
8
3
$Gold Futures(APR5) (GCmain.US)$
Thanks to the rise in Gold, the pain of stocks and investment trusts is minimal. This is the time for Gold.
Thanks to the rise in Gold, the pain of stocks and investment trusts is minimal. This is the time for Gold.
Translated
9
$NVIDIA (NVDA.US)$
$SoftBank Group (9984.JP)$
OpenAI, which was in need of computing power, is rapidly approaching SoftBank while keeping its distance from Microsoft.
SoftBank just has to invest, and in the medium term, there are only benefits for N.
In the long run, the company will develop chips within its own camp, including ARM.
Well, the market has also calmed down, so it will gradually, but maybe N will try to make a comeback.
$SoftBank Group (9984.JP)$
OpenAI, which was in need of computing power, is rapidly approaching SoftBank while keeping its distance from Microsoft.
SoftBank just has to invest, and in the medium term, there are only benefits for N.
In the long run, the company will develop chips within its own camp, including ARM.
Well, the market has also calmed down, so it will gradually, but maybe N will try to make a comeback.
Translated
5
Yoshi_777
liked
$NVIDIA (NVDA.US)$
Translation and screenshot of X's post below.
Congratulations to DeepSeek for creating an o1 level reasoning model! Their research paper shows that they independently discovered some of the core ideas we had during our journey to reach o1.
However, the external reactions seem to be somewhat exaggerated, especially regarding the discussions about costs. One meaning of having two paradigms (pre-training and reasoning) is that we can optimize capabilities along two axes rather than just one, which leads to cost reduction.
However, it also means that we have two axes we can scale, and we intend to actively push compute on both!
As research on distillation matures, we are also witnessing an increasing separation between the pursuit of cost and the pursuit of capability. The ability to provide services at a lower cost (especially at high latency) does not imply the ability to generate superior capabilities.
Translation and screenshot of X's post below.
Congratulations to DeepSeek for creating an o1 level reasoning model! Their research paper shows that they independently discovered some of the core ideas we had during our journey to reach o1.
However, the external reactions seem to be somewhat exaggerated, especially regarding the discussions about costs. One meaning of having two paradigms (pre-training and reasoning) is that we can optimize capabilities along two axes rather than just one, which leads to cost reduction.
However, it also means that we have two axes we can scale, and we intend to actively push compute on both!
As research on distillation matures, we are also witnessing an increasing separation between the pursuit of cost and the pursuit of capability. The ability to provide services at a lower cost (especially at high latency) does not imply the ability to generate superior capabilities.
Translated
+1
3
1
Yoshi_777
liked
$NVIDIA (NVDA.US)$
As I always say, just looking at the price movements for the first 30 minutes after the market opens won't give you the trend for the day. The release times of indicators are also scattered, and today there is also a press conference by Chairman Powell. Earnings reports from Meta, Tesla, Microsoft, and IBM are also coming out. Just because the opening is weak, there is no need to be pessimistic. NVIDIA stock tends to start negatively after a rocket start, but often recovers by the closing bell. Even if it starts to drop, it often bounces back in the second half. In conclusion, consider buying more or holding tight.
As I always say, just looking at the price movements for the first 30 minutes after the market opens won't give you the trend for the day. The release times of indicators are also scattered, and today there is also a press conference by Chairman Powell. Earnings reports from Meta, Tesla, Microsoft, and IBM are also coming out. Just because the opening is weak, there is no need to be pessimistic. NVIDIA stock tends to start negatively after a rocket start, but often recovers by the closing bell. Even if it starts to drop, it often bounces back in the second half. In conclusion, consider buying more or holding tight.
Translated
30
$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
$Nikkei 225 (.N225.JP)$
$NVIDIA (NVDA.US)$
In today's MSFT, META earnings, continued aggressive AI investments are expected to be announced, along with ASML, Advantest's strong earnings, giving a feeling that a global Technology stock rally is about to begin.
Since President Trump took office, the market has been volatile, but ultimately it seems to be friendly to the Market Overview.
$Nikkei 225 (.N225.JP)$
$NVIDIA (NVDA.US)$
In today's MSFT, META earnings, continued aggressive AI investments are expected to be announced, along with ASML, Advantest's strong earnings, giving a feeling that a global Technology stock rally is about to begin.
Since President Trump took office, the market has been volatile, but ultimately it seems to be friendly to the Market Overview.
Translated
12
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)