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10/2 [Strengths and Weaknesses Materials]
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Three points to focus on in the morning session: In addition to defense-related stocks, exploring movements related to policies with the inauguration of the Ishiba administration.
On the morning of October 2nd, in the trading session, we want to focus on the following three points: ■ Movement to explore defense-related stocks and policy-related movements with the establishment of the Ishiba administration ■ Daiseki, 2Q operating profit decreased by 5.4% to 7.327 billion yen ■ Points of interest in the morning session: DMG Mori Seiki, doubling the number of engineers launched and repaired in the United States in 2028, 1.5 times more, 400 people In addition to defense-related stocks, with the establishment of the Ishiba administration, we are likely to see a focus on policy-related movements. In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will take the lead. In the US market on the 1st day
microsoft toughly competes with google AI search service launched, Windows AI assistant heavy upgrade: Copilot can analyze website content, similar to GPT voice mode dialogue.
microsoft has launched a series of new Copilot features, among which Copilot Vision can interpret popular website content, the data is immediately deleted after the conversation, inaccessible to paywalls and sensitive content; Copilot Daily provides voice news summaries, for this microsoft pays cooperating publishers such as Reuters and Financial Times; Think Deeper reasons through complex issues, or supports the OpenAI o1 model; personalized features recommend Copilot usage based on user interactions history; Microsoft's Bing generative search competing with Google AI Overviews launched in the USA on Tuesday.
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