No Data
No Data
Stocks that moved or were traded in the first half of the session.
*DMG Mori Seiki <6141> 3040 +370, due to Germany's defense spending increase policy and the strong Euro. *High-Pressure Gas Industry <4097> 832 +93, buyback leads after the announcement of the cancellation of stock sales. *Uchida Yoko <8057> 7640 +800, forecasts for the entire fiscal year revised upwards with a rapid recovery in the second quarter's earnings. *Socionext <6526> 2132 +140, some semiconductor-related stocks are up due to the rebound in the SOX Index. *Marumae <6264> 1518 +100, due to the resolution of excess inventory of consumables.
March 5th [Today's Investment Strategy]
[FISCO Selected Stocks] 【Material Stocks】 Yokogawa Electric Corporation <6841> 2816.5 yen (3/4) engaged in control and monitoring systems for production facilities in plants. Announced a Share Buyback of 12 million shares, which is 4.61% of the outstanding shares, with a maximum amount of 20 billion yen. The acquisition period is from March 5, 2025, to the end of December. It is stated that efforts will continue to enable flexible capital policies that respond to changes in the management environment. 【Emerging Markets Stocks】
FRONTE, in collaboration with Shionogi Pharmaceutical, has submitted a clinical trial notification to PMDA for the "AI program Medical Devices for conversational cognitive function testing."
On the 4th, FRONTIERO <2158.T> announced that it has submitted a clinical trial notification to the PMDA (Pharmaceuticals and Medical Devices Agency) regarding the "Conversational Cognitive Function Test AI Program Medical Devices (SDS-881)" jointly developed with Shionogi <4507.T>. The device under development uses the self-developed specialized AI "KIBIT" to determine the possibility of cognitive decline with high accuracy and in a short period by engaging in free conversation of over 10 minutes between the patient and healthcare providers.
A soft tone and declining U.S. stocks may weigh on the market, but a solid performance at lower levels is expected.
[Emerging Markets Individual Stock Strategy] Today's emerging markets are expected to show a sluggish performance. Yesterday, on the 4th, the U.S. stock market saw the Dow Inc drop significantly by 670.25 points (-1.55%) to 42,520.99 points. The selling pressure was a result of heightened caution regarding intensified trade competition and concerns over an economic slowdown. On the other hand, expectations for a ceasefire in Ukraine were reignited following remarks from President Trump regarding the Mineral Resource proposal, and Semiconductors NVIDIA (NVDA) were bought back from a dip.
Reasons why AI investment is not slowing down [GAINIANBANKUAI for today].
Although questions temporarily arose among investors regarding the generated AI, it has been reported that the funds poured into Artificial Intelligence (AI) by major tech companies, governments, and venture capitalists have ballooned to an unprecedented scale. AI technology is shifting from traditional large-scale language models to inference models and AI agents. Although inference models are based on large-scale language models, it seems that the responses consume many times more microchips and Electrical Utilities.
Google is reallocating resources to AI, ETC.
According to sources, Google, a subsidiary of Alphabet, has conducted layoffs in its cloud division to redirect resources towards investments in Artificial Intelligence (AI) and other areas. It is reported that major Technology companies are being urged to invest in AI technology without compromising on profits. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA