港区貧困男子
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Good morning, moomoo users!Here is the summary of the opening this morning. Thank you.
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 36,029.90 yen, down 129.26 yen from the previous trading day, and the TOPIX started at 2563.27, down 13.27 points.
Top News
Japan's stock market fear index at the highest level in the world, investor caution continues = Bloomberg.
- The expected volatility of Japanese stocks is at the highest level in the global stock market. The Nikkei Volatility Index (Nikkei VI) recorded 85 in early August and has since remained high at around 27.
- The Nikkei VI is higher than the Chicago Board Options Exchange (CBOE) Volatility Index (VIX) in the United States and the HSI Volatility Index in the highly volatile market of Hong Kong.
- The expected volatility remains high due to the uncertainty of monetary policies in Japan and the United States, as well as important political events such as the presidential election and the Liberal Democratic Party leadership election.
JP Morgan Securities' Quant Strategist, Masanari Takada, recommends investors to purchase put options in preparation for a sudden market decline...
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average started at 36,029.90 yen, down 129.26 yen from the previous trading day, and the TOPIX started at 2563.27, down 13.27 points.
Top News
Japan's stock market fear index at the highest level in the world, investor caution continues = Bloomberg.
- The expected volatility of Japanese stocks is at the highest level in the global stock market. The Nikkei Volatility Index (Nikkei VI) recorded 85 in early August and has since remained high at around 27.
- The Nikkei VI is higher than the Chicago Board Options Exchange (CBOE) Volatility Index (VIX) in the United States and the HSI Volatility Index in the highly volatile market of Hong Kong.
- The expected volatility remains high due to the uncertainty of monetary policies in Japan and the United States, as well as important political events such as the presidential election and the Liberal Democratic Party leadership election.
JP Morgan Securities' Quant Strategist, Masanari Takada, recommends investors to purchase put options in preparation for a sudden market decline...
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米国株式市場は9月に入り、投資家にとって波乱の幕開けとなった。8月の非農業部門雇用者数が予想以上に労働市場の冷え込みを示唆し、景気減速への懸念を高めたとともに、リスク志向を抑制したためである。米FRBが利下げを示唆する中、不動産市場は好転の兆しを見せている。8月下旬の住宅ローン金利は2023年5月以来の低水準に落ち込んだ。FRBによる利下げが早ければ今月末にも実施され、住宅ローン金利のさらなる低下を促す場合、不動産市場にさらなる勢いをもたらす可能性Exists.
Is real estate stock the strongest trade for interest rate cuts?
During the high interest rate period in the past two years, real estate stocks in the USA were heavily impacted. However, with the Federal Reserve (FRB) ending its rate hike cycle and transitioning to rate cuts, the 'underperformers' in the US stock market have the potential to quickly become 'outperformers'. Looking at the performance of real estate stocks since the beginning of this year, it seems that rate cuts are already being priced in.
Since mid-April, real estate stocks have shown strong upward momentum. $Real Estate Select Sector Spdr Fund (The) (XLRE.US)$Has achieved a 23% increase...
Is real estate stock the strongest trade for interest rate cuts?
During the high interest rate period in the past two years, real estate stocks in the USA were heavily impacted. However, with the Federal Reserve (FRB) ending its rate hike cycle and transitioning to rate cuts, the 'underperformers' in the US stock market have the potential to quickly become 'outperformers'. Looking at the performance of real estate stocks since the beginning of this year, it seems that rate cuts are already being priced in.
Since mid-April, real estate stocks have shown strong upward momentum. $Real Estate Select Sector Spdr Fund (The) (XLRE.US)$Has achieved a 23% increase...
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Leading semiconductor company $Broadcom (AVGO.US)$ Nvidia announced earnings after the market closed on September 5th. The stock price fell by 6.7% in after-hours trading. reported. The 4Q revenue guidance slightly missed market expectations, becoming a selling point. While AI semiconductors are doing well, the growth of non-AI business is expected to fall below market estimates.
●The company once again raised its full-year AI-related revenue forecast. The upward revision exceeded market expectations but failed to push the stock price higher. It is believed that investors are becoming more cautious ahead of the employment statistics on the following day, which also had an impact.
●The company once again upwardly revised its full-year AI-related revenue forecast. The increase exceeded market expectations, but did not push up the stock price. It is believed that investors' cautious attitude, as they await the employment statistics on the following day, also influenced the stock price.
Earnings Highlights
◇Financial results for the 24.10 period 3Q (May-July period): Mixed performance
◇Revenue guidance for 4Q (August-October period): Slightly below market expectations
◇ AI business is doing well, non-AI business "bottoming out and recovering in 4Q".
●The management commented during the earnings call,"AI demand remains strong." Reflecting the strong demand for AI semiconductors, the full-year AI-related revenue outlook has been revised upward from $11 billion to $12 billion, surpassing market expectations once again. The magnitude of the upward revision also exceeded market forecasts.
●AI semiconductor...
●The company once again raised its full-year AI-related revenue forecast. The upward revision exceeded market expectations but failed to push the stock price higher. It is believed that investors are becoming more cautious ahead of the employment statistics on the following day, which also had an impact.
●The company once again upwardly revised its full-year AI-related revenue forecast. The increase exceeded market expectations, but did not push up the stock price. It is believed that investors' cautious attitude, as they await the employment statistics on the following day, also influenced the stock price.
Earnings Highlights
◇Financial results for the 24.10 period 3Q (May-July period): Mixed performance
◇Revenue guidance for 4Q (August-October period): Slightly below market expectations
◇ AI business is doing well, non-AI business "bottoming out and recovering in 4Q".
●The management commented during the earnings call,"AI demand remains strong." Reflecting the strong demand for AI semiconductors, the full-year AI-related revenue outlook has been revised upward from $11 billion to $12 billion, surpassing market expectations once again. The magnitude of the upward revision also exceeded market forecasts.
●AI semiconductor...
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On August 5th, when the Nikkei average stock price fell by 12.4%.It has been one month since the historic plunge.At present, there is a sluggish trend overall, with a focus on high-tech stocks, due to concerns about the deceleration of the US economy and the significant decline in shares of the leading semiconductor company Nvidia.The strong yen is also weighing heavily on export-related stocks. On the other hand, high dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.It has been one month since the historic plunge. At present, there is a sluggish trend overall, with a focus on high-tech stocks, due to concerns about the deceleration of the US economy and the significant decline in shares of the leading semiconductor company Nvidia. The strong yen is also weighing heavily on export-related stocks. On the other hand, high dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.The strong yen is also weighing heavily on export-related stocks.On the other hand, high dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.High dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.High dividend stocks are holding steady ahead of the final ex-dividend date at the end of September.Nikkei High Dividend Stock 50 IndexETF (Exchange Traded Fund) linked to $NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$The year-to-date performance of the ETF has been outperforming the performance of the Nikkei Average and TOPIX since spring, and has shown strong rebound after the market crash. It has risen significantly from August 5th to September 5th.High dividend stocks with September dividendsAmongst them,stocks with high capital efficiency and in a medium to long-term upward trendwere picked up.
$NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$(Yellow)...
$NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$(Yellow)...
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The Federal Reserve Board's monetary policy is shifting from tightening to easing.Central banks around the world are transitioning from tightening to easing.As central banks around the world cut interest rates and begin a new cycle of monetary easing, ...Which assets are becoming more attractive for investment?.
As mentioned in the previous article...Biotech stocks, utility stocks, consumer staples stocksIn addition, this time the other major sector that will benefit from the FRB rate cut cycle,telecom services (communication service sector)will be discussed.
Related Articles
"U.S. rate cut trade" first act! Along with the FRB's decision, the counterattack of biotech stocks begins!?
"US rate cut trade" Part 2! Defensive nature + AI boom Is there also a chance for utility stocks?
Low interest rate environment promotes consumption and increases consumer disposable income. This means stable or growing demand for companies providing essential consumer goods such as food, beverages, and other basic necessities.
Ken Fisher, a well-known American investor, sees the "communications services" sector as a hot sector similar to tech.
In terms of sector performance this year, the communications services sector has been performing well. $The Communication Services Select Sector SPDR® Fund (XLC.US)$It is nearing 19% from the beginning of the year ...
As mentioned in the previous article...Biotech stocks, utility stocks, consumer staples stocksIn addition, this time the other major sector that will benefit from the FRB rate cut cycle,telecom services (communication service sector)will be discussed.
Related Articles
"U.S. rate cut trade" first act! Along with the FRB's decision, the counterattack of biotech stocks begins!?
"US rate cut trade" Part 2! Defensive nature + AI boom Is there also a chance for utility stocks?
Low interest rate environment promotes consumption and increases consumer disposable income. This means stable or growing demand for companies providing essential consumer goods such as food, beverages, and other basic necessities.
Ken Fisher, a well-known American investor, sees the "communications services" sector as a hot sector similar to tech.
In terms of sector performance this year, the communications services sector has been performing well. $The Communication Services Select Sector SPDR® Fund (XLC.US)$It is nearing 19% from the beginning of the year ...
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Set a live reminder
$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.
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Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
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$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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After all, stocks that are less than expected PAR30x are appropriate
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港区貧困男子 : The question is shallow.