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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's great 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's great for grasping stock market trends...
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Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 38,500 yen - 39,000 yen (15th closing price 38,707 yen 64 sen)
● Bank of Japan raises interest rates for the first time in 17 years by expanding wage increases to lift negative interest rates
● Monetary policy decisions such as the Bank of Japan and the US Federal Reserve are concentrated this week - are differences between countries highlighted
● Apple has an annual income of 45 million yen for generative AI specialists, and a sense of crisis about new terminals
● [Column] Tesla's disappointing 24 years, Magnificent 7 becomes 6 - Denning
● US authorities investigate meta in connection with illegal drug sales
● Trump “imposes 100% tariffs” on Chinese cars made in Mexico
ー MooMoo News Mark
Market Overview
In the US stock market on the 15th, the NY Dow Jones Industrial Average continued to fall to 38,714 dollars 77 cents, 190 dollars 89 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 155.356 points to 15,973.174. The Tokyo stock market on the 18th is likely to show strong price movements in the latter half of the 38,000 yen range despite strong and weak views.
Top new...
● [Tokyo Stock Exchange Rate Forecast Range] 38,500 yen - 39,000 yen (15th closing price 38,707 yen 64 sen)
● Bank of Japan raises interest rates for the first time in 17 years by expanding wage increases to lift negative interest rates
● Monetary policy decisions such as the Bank of Japan and the US Federal Reserve are concentrated this week - are differences between countries highlighted
● Apple has an annual income of 45 million yen for generative AI specialists, and a sense of crisis about new terminals
● [Column] Tesla's disappointing 24 years, Magnificent 7 becomes 6 - Denning
● US authorities investigate meta in connection with illegal drug sales
● Trump “imposes 100% tariffs” on Chinese cars made in Mexico
ー MooMoo News Mark
Market Overview
In the US stock market on the 15th, the NY Dow Jones Industrial Average continued to fall to 38,714 dollars 77 cents, 190 dollars 89 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 155.356 points to 15,973.174. The Tokyo stock market on the 18th is likely to show strong price movements in the latter half of the 38,000 yen range despite strong and weak views.
Top new...
Translated
![[Morning Report] Yen and Stocks, Turbulent Central Bank Week - Bank of Japan to raise interest rates for the first time in 17 years Apple makes generative AI human resources 45 million yen a year](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240318/c938fafbb74f4127b9cb8b30d3e9fc00.png/thumb?area=105&is_public=true)
![[Morning Report] Yen and Stocks, Turbulent Central Bank Week - Bank of Japan to raise interest rates for the first time in 17 years Apple makes generative AI human resources 45 million yen a year](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240318/3c65df4a42fa4d568e85f052253fdd16.png/thumb?area=105&is_public=true)
![[Morning Report] Yen and Stocks, Turbulent Central Bank Week - Bank of Japan to raise interest rates for the first time in 17 years Apple makes generative AI human resources 45 million yen a year](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240318/1710717227923-772b9e7c6f.png/thumb?area=105&is_public=true)
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米労働統計局が3月12日21時30分（日本時間）に米2月消費者物価指数（CPI）を発表する予定。ブルームバーグの世論調査では、2月CPIは前年同月比3.1％にとどまり、コアCPIは3.7％増（前回値3.9％増）と予想される。
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エネルギー価格が総合CPI上昇の主な要因の一つである可能性
WTI原油価格が月末に80ドル近くまで上昇したため、2月のエネルギー価格は上昇傾向にあった。しかし、中国における年初来の2ヵ月間の原油輸入量が約5.7％減の1,080万バレル/日となったこともあり、需要サイドの不透明感は依然としてOPEC+による供給削減延長に影を落とす可能性がある。
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食品価格は着実に低下している
2024年2月のFAO食料価格指数は1月の改定値から0.9ポイント（0.7％）低下し、117.3ポイントとなった。穀物と植物油価格指数の低下が、砂糖、肉、乳製品の価格指数の上昇をわずかに上回ったためである。同指数は1年前の水準から13.8ポイント（10.5％）低下した。
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住宅インフレは1月...
WTI原油価格が月末に80ドル近くまで上昇したため、2月のエネルギー価格は上昇傾向にあった。しかし、中国における年初来の2ヵ月間の原油輸入量が約5.7％減の1,080万バレル/日となったこともあり、需要サイドの不透明感は依然としてOPEC+による供給削減延長に影を落とす可能性がある。
2024年2月のFAO食料価格指数は1月の改定値から0.9ポイント（0.7％）低下し、117.3ポイントとなった。穀物と植物油価格指数の低下が、砂糖、肉、乳製品の価格指数の上昇をわずかに上回ったためである。同指数は1年前の水準から13.8ポイント（10.5％）低下した。
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ColumnsTokyo Stock Exchange's PBR 1 times split improvement request What stocks should I pay attention to?
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Aim to improve investment results with cutting-edge market information and exclusive content.
Thank you for always using the moomoo app. Now, at our company, we aim to further improve our services,“Moomoo Premium” will be introduced from 2024/3/1 (Friday).![]()
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“MOOMOO PREMIUM” supports customer investment resultsA new service that provides high-quality content free of charge, such as industry-leading market information, Nikkei CNBC, and carefully selected stock reports by famous investorsThat's it. Customers who have opened a securities account can use it without applying.
Along with this service release, we have prepared many new services, such as special content. Meanwhile, some services currently being offered will also be transferred to moomoo premium. Please note that if you do not have a securities account, you will not be able to use it. Also, if you do not have a securities account, please take this opportunity to open a securities account. Note that the Japanese stock market information (best price: 10 up and down) is 2024/3/1...
Thank you for always using the moomoo app. Now, at our company, we aim to further improve our services,“Moomoo Premium” will be introduced from 2024/3/1 (Friday).
Along with this service release, we have prepared many new services, such as special content. Meanwhile, some services currently being offered will also be transferred to moomoo premium. Please note that if you do not have a securities account, you will not be able to use it. Also, if you do not have a securities account, please take this opportunity to open a securities account. Note that the Japanese stock market information (best price: 10 up and down) is 2024/3/1...
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The good performance of Japanese stocks is not inferior to US stocks
The US stock market entered this year, and while showing full-scale reversal movements, it was none other than Japanese stocks that continued an upward trend that was not inferior to US stocks. Looking at the gain/fall rate of the world's major indices in the first half of this year, the NASDAQ Composite Index led by about +32%, and the Nikkei Average followed immediately after about +27%. Regarding the drastic level correction of Japanese stocks, in addition to the Buffett effect represented by Mr. Buffett's additional purchases of major trading company stocks, various positive factors were taken up, such as good settlement of corporate performance, retreat of financial instability, continuation of quantitative easing by the Bank of Japan, and share buybacks. Above all, it seems that the PBR 1 times split improvement request launched by the Tokyo Stock Exchange contributed greatly to improving the value of listed stocks in both name and reality.
Request for improvement of low PBR led by the Tokyo Stock Exchange
In the case of Japanese stocks, there are many companies where the investment index called PBR (stock price net asset ratio), which represents how many times the stock price is compared to net assets per share, falls below 1 times, and it has come to light as a main issue in the Tokyo stock market, which has been struggling with a sluggish market for a long time. The Tokyo Stock Exchange sought improvements for listed companies with low PBR in January this year...
The US stock market entered this year, and while showing full-scale reversal movements, it was none other than Japanese stocks that continued an upward trend that was not inferior to US stocks. Looking at the gain/fall rate of the world's major indices in the first half of this year, the NASDAQ Composite Index led by about +32%, and the Nikkei Average followed immediately after about +27%. Regarding the drastic level correction of Japanese stocks, in addition to the Buffett effect represented by Mr. Buffett's additional purchases of major trading company stocks, various positive factors were taken up, such as good settlement of corporate performance, retreat of financial instability, continuation of quantitative easing by the Bank of Japan, and share buybacks. Above all, it seems that the PBR 1 times split improvement request launched by the Tokyo Stock Exchange contributed greatly to improving the value of listed stocks in both name and reality.
Request for improvement of low PBR led by the Tokyo Stock Exchange
In the case of Japanese stocks, there are many companies where the investment index called PBR (stock price net asset ratio), which represents how many times the stock price is compared to net assets per share, falls below 1 times, and it has come to light as a main issue in the Tokyo stock market, which has been struggling with a sluggish market for a long time. The Tokyo Stock Exchange sought improvements for listed companies with low PBR in January this year...
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Take a break from the rise in the AI market
There is a sense of relief from the rise in the US AI (artificial intelligence) market, which has shown a steady upward trend since the beginning of the year. The Nasdaq Composite Index has a high ratio of high-tech stocks $Nasdaq(NDAQ.US$While price increases close to 40% have been shown at one point since the beginning of the year, the development of shortness of breath was conspicuous when it completely turned around in August. Although the Philadelphia Semiconductor Stock Index (SOX), which consists of semiconductor-related stocks that drive the AI market, also approached a record high (January 22), it temporarily showed a decline of 10% or more in August. In response to the spread of AI-related stock investment, the US stock market has shown unexpected excitement this year, but in addition to the US policy interest rate (5.25% to 5.5%) being at a high level for the first time in 22 years, currently, US long-term interest rates have temporarily risen to 4.28%, to a high level for the first time in about 10 months, against the backdrop that US long-term interest rates have risen to a high level for the first time in about 10 months $Apple(AAPL.US$Ya $Microsoft(MSFT.US$With major US tech companies at the top, they were pushed by profit-setting sales across the board.
The driving force behind the AI market is ChatGPT $NVIDIA(NVDA.US$
...
There is a sense of relief from the rise in the US AI (artificial intelligence) market, which has shown a steady upward trend since the beginning of the year. The Nasdaq Composite Index has a high ratio of high-tech stocks $Nasdaq(NDAQ.US$While price increases close to 40% have been shown at one point since the beginning of the year, the development of shortness of breath was conspicuous when it completely turned around in August. Although the Philadelphia Semiconductor Stock Index (SOX), which consists of semiconductor-related stocks that drive the AI market, also approached a record high (January 22), it temporarily showed a decline of 10% or more in August. In response to the spread of AI-related stock investment, the US stock market has shown unexpected excitement this year, but in addition to the US policy interest rate (5.25% to 5.5%) being at a high level for the first time in 22 years, currently, US long-term interest rates have temporarily risen to 4.28%, to a high level for the first time in about 10 months, against the backdrop that US long-term interest rates have risen to a high level for the first time in about 10 months $Apple(AAPL.US$Ya $Microsoft(MSFT.US$With major US tech companies at the top, they were pushed by profit-setting sales across the board.
The driving force behind the AI market is ChatGPT $NVIDIA(NVDA.US$
...
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ColumnsThe strength of private rice consumption as seen from the financial assets of rice households
Rice household assets hit a record high even though real household income declined for 3 consecutive years
It became clear that the median value of US real household income (adjusted for inflation) in '22 announced by the US Census Bureau on the 12th of this month was 74,580 dollars, a 2.3% decrease from 76,330 dollars in '21. In response to increased US inflation associated with supply chain turmoil after the COVID-19 pandemic, US household income declined for 3 consecutive years, and fell 4.7% compared to 2019, which was the peak. Prior to this, according to the latest US household financial assets announced by the Fed on the 8th of this month, it became known that US household assets for 2Q 23 increased 3.7% from 1Q to 154 trillion 28 trillion dollars, and recorded a record high. Of the 5.49 trillion dollars added to US household assets, it is divided in half by the increase in price gains in the US stock market (2.58 trillion dollars) and the recovery in US housing prices (2.48 trillion dollars). According to SPXTR (S&P 500 total return index, S&P 500 dividend inclusive index), the return on period investment for 2Q 23 was 8.7%, which surpassed the 2021 4Q (6.1%), which was the peak after the COVID-19 pandemic, and in addition to exceeding the 2021 4Q (6.1%), which was the peak after the COVID-19 pandemic, US housing prices have also recently begun to rise again after a temporary decline last year. Decline in US household income...
It became clear that the median value of US real household income (adjusted for inflation) in '22 announced by the US Census Bureau on the 12th of this month was 74,580 dollars, a 2.3% decrease from 76,330 dollars in '21. In response to increased US inflation associated with supply chain turmoil after the COVID-19 pandemic, US household income declined for 3 consecutive years, and fell 4.7% compared to 2019, which was the peak. Prior to this, according to the latest US household financial assets announced by the Fed on the 8th of this month, it became known that US household assets for 2Q 23 increased 3.7% from 1Q to 154 trillion 28 trillion dollars, and recorded a record high. Of the 5.49 trillion dollars added to US household assets, it is divided in half by the increase in price gains in the US stock market (2.58 trillion dollars) and the recovery in US housing prices (2.48 trillion dollars). According to SPXTR (S&P 500 total return index, S&P 500 dividend inclusive index), the return on period investment for 2Q 23 was 8.7%, which surpassed the 2021 4Q (6.1%), which was the peak after the COVID-19 pandemic, and in addition to exceeding the 2021 4Q (6.1%), which was the peak after the COVID-19 pandemic, US housing prices have also recently begun to rise again after a temporary decline last year. Decline in US household income...
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The rise in long-term US interest rates putting pressure on the US stock market
The 10-year government bond yield was temporarily in the 4.54% range in the US bond market on the 25th, reaching a high level for the first time in about 16 years since 2007/10. In addition to prolonged monetary tightening observations by the Fed in the background, the rapid expansion of US government debt since the COVID-19 pandemic has also stirred up market anxiety due to the expansion of the US budget deficit. According to the US Treasury Department, US government debt has broken through 33 trillion dollars and hit a record high. Based on the fact that the US debt at the end of 2019 was 23 trillion dollars, it is calculated that 10 trillion dollars have accumulated over 3 and a half years since the COVID-19 pandemic. The upward trend in long-term US interest rates over several months became heavy, and it began to decline in August $S&P 500 Index(.SPX.US$ It has fallen by about 7% until the 27th of this month. It is estimated that it will be negative for the first time in a year on a quarterly basis (July-September).
Multiple sources of anxiety attack at the same time
Not limited to prolonged observations of interest rate hikes by the Federal Reserve, issues of concern such as the fact that the American Auto Workers Union (UAW) went on strike simultaneously for the first time in history at the 3 states and 3 bases of “Detroit 3,” concerns about the closure of US federal government agencies, and the resumption of student loan payments are the same...
The 10-year government bond yield was temporarily in the 4.54% range in the US bond market on the 25th, reaching a high level for the first time in about 16 years since 2007/10. In addition to prolonged monetary tightening observations by the Fed in the background, the rapid expansion of US government debt since the COVID-19 pandemic has also stirred up market anxiety due to the expansion of the US budget deficit. According to the US Treasury Department, US government debt has broken through 33 trillion dollars and hit a record high. Based on the fact that the US debt at the end of 2019 was 23 trillion dollars, it is calculated that 10 trillion dollars have accumulated over 3 and a half years since the COVID-19 pandemic. The upward trend in long-term US interest rates over several months became heavy, and it began to decline in August $S&P 500 Index(.SPX.US$ It has fallen by about 7% until the 27th of this month. It is estimated that it will be negative for the first time in a year on a quarterly basis (July-September).
Multiple sources of anxiety attack at the same time
Not limited to prolonged observations of interest rate hikes by the Federal Reserve, issues of concern such as the fact that the American Auto Workers Union (UAW) went on strike simultaneously for the first time in history at the 3 states and 3 bases of “Detroit 3,” concerns about the closure of US federal government agencies, and the resumption of student loan payments are the same...
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