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A new phase of the AI bubble is emerging, with expectations for the expansion of social implementation - which stocks are strong candidates?
The rise of low-cost generative AI, referred to as "Deep Seek", has caused a seismic shift in the tech industry, but this may not be a collapse of a bubble, rather it could be the prologue to a new bubble. The improvement in performance of large language models (LLMs) that learn natural language generation has opened up prospects for achieving this without relying on massive investments, which signifies an expansion of the social implementation landscape. Companies involved in related services may experience a strong tailwind.
Volume change rate ranking (10 o'clock) - Daihatsu, ACCESS ETC have ranked.
By comparing the average Volume over the past five days with the Volume on the day of the release in the Volume change rate ranking, it is possible to understand the trends in market participants' interests. ■ Top Volume Change Rates [As of January 29, 10:32] (Comparison with the average Volume over the past five days) Stock Code Stock Name Volume 5-Day Average Volume Volume Change Rate Stock Price Change Rate <6023> Daihatsu 1391900 220705.18 276.05% 0.077% <4813>
Heroz: Confirmation
Heroz: Semi-annual report - 17th period (2024/05/01 - 2025/04/30)
December 16th [Today's Investment Strategy]
[Fisco Selected Stocks] 【Material Stocks】 Tanseisha Co., Ltd. <9743> 831 yen (12/13) engages in display planning and design for commercial facilities and cultural institutions. The earnings forecast for the fiscal year ending January 2025 has been upgraded. Operating profit is expected to be 5 billion yen (up 28.8% year-on-year). This is a 25% increase from the previous forecast. With a favorable market environment, demand is strong, primarily in the commercial QITABANKUAI business and Options Chain business, with expectations exceeding the previous forecast. The year-end dividend is set at 25 yen, compared to the previous forecast of 15 yen, and the previous fiscal year.
Focus on Danqing Company and Kobe Bussan, while Askul and Ya-man may be underperforming.
Last weekend, on the 13th, in the US stock market, the Dow Jones Industrial Average was down by $86.06 at 43,828.06, the Nasdaq Composite Index was up by 23.88 points at 19,926.72, and the Chicago Nikkei 225 Futures was up by 100 yen compared to the Osaka daytime at 39,570 yen. The exchange rate was 1 dollar = 163.60-70 yen. In today's Tokyo market, Kobe Bussan <3038>, which revised upward its medium-term management plan targets with operating profit estimates of 11.8% increase from the previous period and 9.8% increase for the current period, has also revised upwards its performance and dividends forecast for the January 2025 term.