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SBI Securities (Nittsu) Mitsubishi Heavy Industries Sell, Disco Buy.
Sell Code Stock Name Trading Amount (7011) Mitsubishi Heavy Industries 50,627,922,245 (7012) Kawasaki Heavy Industries 50,177,818,805 (7013) IHI 49,152,615,420 (5803) Fujikura 40,009,070,148 (6146) Disco 37,762,084,680 (6920) Laser Tech 30,093,040,010 (1570)
J Front, F & L C ETC (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Previous After ------------------------------------------------- <5831> Shizuoka FG Mizuho "Hold" "Buy" <8308> Resona HD Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Brokerage Previous After ------------------------------------------------- <1878> Daito Trust Mizuho "Buy"
Teijin, Sumitomo Chemicals, ETC [List of brand materials from the newspaper]
*Teijin <3401> shipped samples of electrode materials, miniaturizing the Fuel Cell Energy for Autos (Nikkan Kogyo, front page) — ○*Sumitomo Chemicals <4005> focuses on Agrochemicals and electronic materials with a new mid-term plan, solidifying its foundation for a return to growth (Nikkan Kogyo, page 3) — ○*Mercari <4385> enters the MVNO market, allowing the resale of unused gigabytes on 'Mercari' (Nikkan Kogyo, page 3) — ○*Nagase & Co. <8012> establishes a new investment fund, creating a new company to transform its materials business (Nikkan Kogyo, page 4) — ○*Mitsubishi Corporation <8058> supports the introduction of EV trucks for Pharmaceutical Logistics comprehensively.
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.
The policy risks associated with the Trump administration are increasing.
The Nikkei average significantly declined, closing at 37,331.18 yen, down 454.29 yen (estimated Volume 1.9 billion 60 million shares). President Trump announced the imposition of a 25% tariff on imports from Canada and Mexico starting from the 4th, and there were reports of comments that cautioned against a weaker yen, leading to a predominance of risk-averse Sell. The Nikkei average dropped to 36,816.16 yen during the mid-session. Subsequently, as overselling was noted, there were also movements for Buy.
March 4th [Today's Investment Strategy]
[Fisco Selected Stocks]【Material Stocks】Flight Solutions <3753> 182 yen (3/3) Engaged in system development and IT consulting. Announced collaboration with Mitsubishi UFJ Bank to begin market development using the payment network "SP-NET" provided by Mitsubishi UFJ Bank. "SP-NET" significantly reduces costs related to payment processing by specializing in necessary functions, and by combining it with Flight's solutions,