The stock prices of Japan and the US are in an update mode with the highest prices in history! Let's push for AI and semiconductor brands leading the market, such as NVIDIA and Tokyo Electron
Even people who aren't really interested in current affairs recentlyJapanese and US stock prices hit record highsHave you ever seen the news that they did it?
Right now,The Japanese and US stock markets are on an upward trend and hit record highs many timesI'm doing it. particularlyJapanese stocks since the beginning of February were finally able to surpass the highest value of the Nikkei Stock Average, which had not been surpassed since the bubble period, after 34 years! Also, in March, it was possible to break through 40,000 yen for the first time。
What is driving the recent stock prices in Japan and the US is quiteArtificial intelligence (AI) and semiconductorsThat's it. As shown by the high level of attention paid to the generative AI “ChatGPT,” AI is expected to drastically change our business and life in the future.The fields where AI can play an active role, such as autonomous driving, robots, space-related matters, medical care, etc., are expanding infinitelyIt can also be said.
andDemand for semiconductors, which are essential for AI development, is also rapidly increasingI'm doing it.The entire stock market is now movingWithin the AI/semiconductor sector, which seems to beSome stocks with the most momentumIf you hold it down, it will also be very useful for grasping stock market trends.
Right now,The Japanese and US stock markets are on an upward trend and hit record highs many timesI'm doing it. particularlyJapanese stocks since the beginning of February were finally able to surpass the highest value of the Nikkei Stock Average, which had not been surpassed since the bubble period, after 34 years! Also, in March, it was possible to break through 40,000 yen for the first time。
What is driving the recent stock prices in Japan and the US is quiteArtificial intelligence (AI) and semiconductorsThat's it. As shown by the high level of attention paid to the generative AI “ChatGPT,” AI is expected to drastically change our business and life in the future.The fields where AI can play an active role, such as autonomous driving, robots, space-related matters, medical care, etc., are expanding infinitelyIt can also be said.
andDemand for semiconductors, which are essential for AI development, is also rapidly increasingI'm doing it.The entire stock market is now movingWithin the AI/semiconductor sector, which seems to beSome stocks with the most momentumIf you hold it down, it will also be very useful for grasping stock market trends.
In the Japanese stock market,There are multiple semiconductor brands that have not lost to US semiconductor brands in terms of stock price growthIt's there. In particular, there are many stocks that have surpassed US semiconductor stocks in terms of the rate of increase in stock prices since the beginning of 2024.
When it comes to semiconductor manufacturing, the US and South Korea are being left out of touch with Japanese manufacturers,It has a high market share in fields such as semiconductor manufacturing equipment and semiconductor materialsThere are also companies. These companies have become an essential part of semiconductor manufacturing, and have received high praise from the market.
◆Tokyo Electron：Involved in almost all semiconductor production around the world
Typical semiconductor manufacturing equipment in Japan $Tokyo Electron(8035.JP$That's it. The company is the largest semiconductor manufacturing equipment company in Japan, and is a silicon wafer companyThe world's top market share for equipment for various processing processesI have it. On the homepage”Almost all semiconductors around the world are produced through manufacturing equipment we makeAs described,” we do business with many semiconductor manufacturers around the world. Earnings forecasts for the fiscal year ending 2024/3 are sales down 17% from the previous fiscal year to 1.8 trillion yen, and net profit down 28% to 340 billion yen.
Typical semiconductor manufacturing equipment in Japan $Tokyo Electron(8035.JP$That's it. The company is the largest semiconductor manufacturing equipment company in Japan, and is a silicon wafer companyThe world's top market share for equipment for various processing processesI have it. On the homepage”Almost all semiconductors around the world are produced through manufacturing equipment we makeAs described,” we do business with many semiconductor manufacturers around the world. Earnings forecasts for the fiscal year ending 2024/3 are sales down 17% from the previous fiscal year to 1.8 trillion yen, and net profit down 28% to 340 billion yen.
◆SCREEN Holdings：Technical ability at the level of removing hair that has fallen on a baseball field
$Screen Holdings(7735.JP$occupies a large part of the silicon wafer processThe leading company for cleaning equipmentSo, it is far ahead of other companies. On the homepage,The accuracy of a cleaning device is at the same level as finding and removing hair falling on a baseball fieldI'm comparing it to Earnings forecasts for the fiscal year ending 2024/3 are sales of 500 billion yen, up 9% from the previous fiscal year, and net profit of 64 billion yen, up 11% from the same period.
$Screen Holdings(7735.JP$occupies a large part of the silicon wafer processThe leading company for cleaning equipmentSo, it is far ahead of other companies. On the homepage,The accuracy of a cleaning device is at the same level as finding and removing hair falling on a baseball fieldI'm comparing it to Earnings forecasts for the fiscal year ending 2024/3 are sales of 500 billion yen, up 9% from the previous fiscal year, and net profit of 64 billion yen, up 11% from the same period.
Nonetheless, it is still impossible to overlook the dynamic movements in US stocks.
MAGNIFICENT SEVENHaven't you heard the term (M7)? It was originally the title of a Western movie, but in the stock market world”Magnificent 7 brandsIt is translated as”, etc. It is a general term for the 7 giant high-tech companies leading the US stock market from 2023 onwards, that is, the Google parent company that makes up “GAFAM” $Alphabet-C(GOOG.US$、 $Apple(AAPL.US$, Facebook management company's $Meta Platforms(META.US$、 $Amazon(AMZN.US$、 $Microsoft(MSFT.US$To the 5 companies that manufacture semiconductors $NVIDIA(NVDA.US$and EV (electric vehicle) manufacturer's $Tesla(TSLA.US$There are 7 companies that have been added.
All seven companies are engaged in business or investment development related to AI and semiconductors, and future growth potential is also being evaluated.
It is an indicator of the US stock marketThe S&P 500 index rose 24.23% in 2023, of which M7 contributed about 60%It went up to The total market value of M7, which greatly increased its stock price in 23, swelled to over 13 trillion dollars (about 1920 trillion yen), and is representative of the United States constituting the S&P 500It accounts for 30% of the total market value of 500 listed companiesWe've reached that point. This is more than double the total market value of the entire Japanese stock market (approximately 970 trillion yen).
Even after entering 2024, M7 has been leading the US stock market, but there have been variations in stock prices, and there are also voices proposing the replacement of M7. In particular, stock prices for Apple and Tesla are sluggish, respectively, against the backdrop of delays in AI support and the fact that demand for EVs has reached a landing. Even so, NVIDIA continues to increase performance that exceeds market expectations, and has become a leader in M7.
◆NVIDIA：“The most important stock on the planet”
NVIDIADue to rising demand for semiconductors (GPUs) for AI, the 2024/1 fiscal year achieved good results of sales of 60.9 billion dollars (about 9 trillion yen), 2.3 times the previous fiscal year, and net profit of 29.8 billion dollars (about 4.4 trillion yen), 6.8 times the same period.The sales scale surpassed Intel to be the top semiconductor manufacturer in the worldIt's now.
From its overwhelming presence in the semiconductor market for AI,”AI kingIt is also called”, and Goldman Sachs analysts are”The most important stocks on the planetI reviewed it as”. NVIDIA's stock price movements create trends for US high-tech companies as a whole and the US stock market as a whole, and it is not uncommon for them to have an impact on the overall Japanese stock price the next day.
NVIDIADue to rising demand for semiconductors (GPUs) for AI, the 2024/1 fiscal year achieved good results of sales of 60.9 billion dollars (about 9 trillion yen), 2.3 times the previous fiscal year, and net profit of 29.8 billion dollars (about 4.4 trillion yen), 6.8 times the same period.The sales scale surpassed Intel to be the top semiconductor manufacturer in the worldIt's now.
From its overwhelming presence in the semiconductor market for AI,”AI kingIt is also called”, and Goldman Sachs analysts are”The most important stocks on the planetI reviewed it as”. NVIDIA's stock price movements create trends for US high-tech companies as a whole and the US stock market as a whole, and it is not uncommon for them to have an impact on the overall Japanese stock price the next day.
◆Meta Platforms：The world's largest SNS management company
What is the second best stock price after NVIDIAmetaThat's it. OperateAd revenue from Facebook, Instagram, etc. has been strongThen, as for the fiscal year ending 2023/12, sales increased 16% from the same period last year to 134.9 billion dollars (about 20 trillion yen), and net profit increased 69% to 39.1 billion dollars (about 5.7 trillion yen), and the company increased 69% from the same period,The first dividend was also implementedI did it. In addition to introducing the AI assistant “Meta AI” on SNS, it is also attracting attention that “Llama 2,” which is a ChatGPT counterpart service, is being provided free of charge.
What is the second best stock price after NVIDIAmetaThat's it. OperateAd revenue from Facebook, Instagram, etc. has been strongThen, as for the fiscal year ending 2023/12, sales increased 16% from the same period last year to 134.9 billion dollars (about 20 trillion yen), and net profit increased 69% to 39.1 billion dollars (about 5.7 trillion yen), and the company increased 69% from the same period,The first dividend was also implementedI did it. In addition to introducing the AI assistant “Meta AI” on SNS, it is also attracting attention that “Llama 2,” which is a ChatGPT counterpart service, is being provided free of charge.
We have introduced individual stocks so far, but for those who “want to avoid the risk of investing in individual stocks” or “want to eliminate the trouble of analyzing individual stocks,” there is also an option to invest in semiconductor-related ETFs (exchange-traded funds). There are also ETFs where you can invest from a smaller amount than buying individual stocks.
◆Global X Semiconductor-related - Japan Equity ETF：You can invest in excellent Japanese semiconductor brands starting at 5,000 yen or less
$Global X Japan Semiconductor ETF(2644.JP$isIt is an ETF composed of representative semiconductor-related companies in Japan, and is listed on the Tokyo Stock ExchangeI'm doing it. As of 2024/1, the top incorporated $Advantest(6857.JP$, SCREEN HOLDINGS, $Lasertec(6920.JP$、 $Disco(6146.JP$, Tokyo Electron'sOver 50% for 5 brandsIt occupies. It takes about 3.6 million yen to buy Tokyo Electron's unit shares (100 shares), but this ETF can also be purchased in units of 1 unit, and at the current priceYou can invest from 5,000 yen or lessIt's also attractive.
$Global X Japan Semiconductor ETF(2644.JP$isIt is an ETF composed of representative semiconductor-related companies in Japan, and is listed on the Tokyo Stock ExchangeI'm doing it. As of 2024/1, the top incorporated $Advantest(6857.JP$, SCREEN HOLDINGS, $Lasertec(6920.JP$、 $Disco(6146.JP$, Tokyo Electron'sOver 50% for 5 brandsIt occupies. It takes about 3.6 million yen to buy Tokyo Electron's unit shares (100 shares), but this ETF can also be purchased in units of 1 unit, and at the current priceYou can invest from 5,000 yen or lessIt's also attractive.
◆GLOBAL X SEMICONDUCTOR ETF：Linked to the index of 30 representative semiconductor-related stocks listed in the US
$Global X Semiconductor ETF(2243.JP$is a representative semiconductor-related index in the United StatesETF linked to the SOX Index (Philadelphia Semiconductor Stock Index)That's it. The SOX index is a stock price index published by the US Philadelphia Stock Exchange,Comprised of 30 brands of representative semiconductor manufacturing and sales companies listed in the USI'm doing it. Constituent stocks include NVIDIA and $Intel(INTC.US$、 $Taiwan Semiconductor(TSM.US$There are also well-known companies in Japan, such as (TSMC). What is this ETFIt is listed on the Tokyo Stock Exchange, and the price is converted to yen, so profit and loss calculation in yen is easy to understandIt is a characteristic. You can buy it in units of 1, at the current priceYou can invest from 2000 yen or less。
$Global X Semiconductor ETF(2243.JP$is a representative semiconductor-related index in the United StatesETF linked to the SOX Index (Philadelphia Semiconductor Stock Index)That's it. The SOX index is a stock price index published by the US Philadelphia Stock Exchange,Comprised of 30 brands of representative semiconductor manufacturing and sales companies listed in the USI'm doing it. Constituent stocks include NVIDIA and $Intel(INTC.US$、 $Taiwan Semiconductor(TSM.US$There are also well-known companies in Japan, such as (TSMC). What is this ETFIt is listed on the Tokyo Stock Exchange, and the price is converted to yen, so profit and loss calculation in yen is easy to understandIt is a characteristic. You can buy it in units of 1, at the current priceYou can invest from 2000 yen or less。
Source: Each company's website, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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乱空 社畜のカシラ: 23 is the number for the whole year, and 24 is still in March, so isn't that correct?
I haven't looked it up accurately, so I'm saying it as an approximate perception...
社畜のカシラ 乱空: Thank you
I'll start again
ブルブルブル : Thank you for the information
Once you've finished reading it, it takes a while
momo in Japan : Thank you
Ensan : Thank you very much
凡人凡人 : Since Japanese stocks have gone up since the new year, all of the new Nisa have changed to US stocks. So far I'm satisfied.
Shinobei : Thank you very much.
ぱん115 : It's a learning experience
Luckyman33 : That was great information put together!
はれちゃん : Thank you
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