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●What is Bridgewater's biggest new position in 24Q1 $Amazon(AMZN.US)$。
● Bridgewater, the world's largest hedge fund, increased its weight on tech stocks more than any other sector and decreased its weight on consumer-related stocks the most.
●What are the top 2 stocks $iShares Core S&P 500 ETF(IVV.US)$with $iShares Core MSCI Emerging Markets ETF(IEMG.US)$However, high-tech stocks are rapidly advancing into the top 6 stocks.
● $Apple(AAPL.US)$After almost selling positions last year, there was a major additional reinvestment, $PDD Holdings(PDD.US)$with $Procter & Gamble(PG.US)$Has a continuous ownership ratio...

Financial results for major semiconductor-related companies have been completed. What is each company's stock priceImproving semiconductor market conditionsbyPerformance recovery expectationsSince it was factored in quite a bit, it's conservativeDisappointing sales in response to earnings forecast announcementsstood out.
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco(6146.JP)$with $Socionext(6526.JP)$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA(NVDA.US)$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedDecline。 $Screen Holdings(7735.JP)$,...

● $Amazon(AMZN.US)$Is 4After closing on the 30th of the monthFinancial results are scheduled to be announced for the 24-year 1Q (January-March)
●As for the market, sales for the 1st quarter of '24 were 11.94 compared to the previous year% increase of 142.563 billionDollars and EPS are 168.19 compared to the previous year% increase of $0.83and predictions
● Analysts anticipate a sharp increase in sales and profits
● The marketAI、Cost reduction measures、Accelerating AWS growth、Ad revenue momentumPay attention to
● Has the cloud computing division accelerated growth for 2 consecutive quarters
● Advertising has the potential to become the fastest growing sector
In the previous financial results for Q4 '23, sales were 169.96 billion dollars, up 14% from the previous year, and operating profit was 4.8 times 13.2 billion dollars, all of which exceeded market expectations. It was a double-digit increase for 3 consecutive quarters, and it was the first high level in 5 quarters since the 2022/7/9 fiscal year. Also, according to the published Q1 guidance,Strong operating profit outlookIt was shown.The addition of generative AI (artificial intelligence) function was successfulThen, both cloud and e-commerce (EC) servicesYear-end sales seasonIt has been doing well. Received good financial results and overtime transactionsShares rose 8%I did it.
Fourteenth...

I'm late for Apple stock clearly
Magnificent Seven from the 7 major US tech companiesThere was a division between light and dark in stock prices from the beginning of 2024. On a quarterly basis, January-March $NVIDIA(NVDA.US)$maintained the top position in terms of stock price growth rate, and then $Meta Platforms(META.US)$ 、 $Amazon(AMZN.US)$ 、 $Microsoft(MSFT.US)$ 、 $Alphabet-A(GOOGL.US)$ and continued.Both maintained strong sales in 2023 and continued to growI did. Meanwhile, $Tesla(TSLA.US)$ is down 29%, $Apple(AAPL.US)$ fell 11%,Retrograde safetyIt became.
Many institutional investors presented quarterly stock price performanceReview and evaluate performance on a quarterly basisThen,Develop an investment strategy for the next quarterThe trend is to...