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The Dow surpassed 40,000 dollars for the first time in history!
$Dow Jones Industrial Average(.DJI.US$
$Dow Jones Industrial Average(.DJI.US$
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Sneak into the studio where the opening ceremony of the NASDAQ Stock Exchange will be held! From here on, it has been broadcast worldwide on financial channels such as CNBC and Bloomberg ~ At the opening ceremony on 4/28, it seems that Roger's dad's profile was shown for a moment 🤗 @moomooJP #moomooxNasdaq #Level 2 #Total View #高機能ボード情報
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This article uses automatic translation for some of its parts
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
The fundamentals of AI-related stocks will drive further big tech performance
● While investors are closely watching the financial results announcements of approximately 180 S&P 500 companies, including major high-tech companies, they are also paying attention to geopolitical tension in the Middle East.
● As demand for AI expands and contributes greatly to the profits of high-tech companies, there is a possibility that global data center capital investment in 2024 will be underestimated at 300 billion US dollars.
● Despite recent sales, valuations in the tech sector are seen as attractive. Since the current predicted PER for Big Tech is still low, there is a possibility that it will exceed expectations.
Is the fall in semiconductor stocks not over yet?
● Semiconductor stocks have skyrocketed since the beginning of this year. Even after the recent decline, the year-to-date increase rate has exceeded 20%. Valuations are also extremely expensive, and PER (TTM, trailing twelve months) for March has reached 56 times. In addition to these factors, interest rate increases due to higher-than-expected inflation and geopolitical concerns...
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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 39,232 yen 80 sen)
● Retail sales in the US in March unexpectedly grew and expanded, and the dollar and yen broke through the 154 yen level
● Observations of a reduction in US interest rates recede, completely factored in before November disappear - with strong indicators
● The yen fell to the 154 yen level for the first time in about 34 years against the dollar, and selling pressure was due to rising long-term US interest rates
● There is a “real risk” that the FRB will raise the policy interest rate to 6.5% - UBS
●NY Fed Manufacturing Business Condition Index shrinks for 5 consecutive months - purchase prices rise
-MooMoo News Kathy
Market Overview
In the US stock market on the 15th, the NY Dow Jones Industrial Average continued to fall for 6 days to 37,735 dollars 11 cents, which is 248 dollars 13 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 290.075 points to 15885.019. The Tokyo stock market on the 16th continues to be pushed by sales for risk avoidance purposes, and there is a high probability that the Nikkei Stock Average will search for a lower price.
Top news
US retail sales in March unexpectedly grew and the dollar and yen broke through the 154 yen level
...
● [Tokyo Stock Exchange Rate Forecast Range] 38,500 yen - 39,000 yen (15th closing price 39,232 yen 80 sen)
● Retail sales in the US in March unexpectedly grew and expanded, and the dollar and yen broke through the 154 yen level
● Observations of a reduction in US interest rates recede, completely factored in before November disappear - with strong indicators
● The yen fell to the 154 yen level for the first time in about 34 years against the dollar, and selling pressure was due to rising long-term US interest rates
● There is a “real risk” that the FRB will raise the policy interest rate to 6.5% - UBS
●NY Fed Manufacturing Business Condition Index shrinks for 5 consecutive months - purchase prices rise
-MooMoo News Kathy
Market Overview
In the US stock market on the 15th, the NY Dow Jones Industrial Average continued to fall for 6 days to 37,735 dollars 11 cents, which is 248 dollars 13 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 290.075 points to 15885.019. The Tokyo stock market on the 16th continues to be pushed by sales for risk avoidance purposes, and there is a high probability that the Nikkei Stock Average will search for a lower price.
Top news
US retail sales in March unexpectedly grew and the dollar and yen broke through the 154 yen level
...
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![[Morning Report] US March retail sales unexpectedly grew and expanded, dollar yen broke through the 154 yen level, and US interest rate decline observations receded](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240416/006f210ea5bff6e3960dde9ec78b50c2.png/thumb?area=105&is_public=true)
![[Morning Report] US March retail sales unexpectedly grew and expanded, dollar yen broke through the 154 yen level, and US interest rate decline observations receded](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240416/1c5f437bc2fe5fa6f81957c2fcb867ee.png/thumb?area=105&is_public=true)
![[Morning Report] US March retail sales unexpectedly grew and expanded, dollar yen broke through the 154 yen level, and US interest rate decline observations receded](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240416/1713223175282-035e2a5752.png/thumb?area=105&is_public=true)
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Good morning to all moomoo users!![]()
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 39090.68 yen, 491.13 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 24.03 points at 2718.76.
Top news
Kanda Treasurer responds to movements that have gone too far without ruling out any means - 153 yen range
On the morning of the 11th, Treasurer Kanda Masato fought back the market in response to a drastic fall in the 1 dollar = 153 yen range for the first time in about 34 years, stating that “we will respond appropriately to movements that have gone too far without eliminating any means.” I told the press corps within the Ministry of Finance.
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Long-term interest rates have risen to over 0.8%, level since November last year - Bank of Japan additional interest rate hike observation
Long-term interest rates have risen to a level of over 0.8% since November last year. Observations of additional interest rate hikes by the Bank of Japan are increasing, and long-term interest rates in the US are in the consumer price index...
Market Overview
Today's Nikkei Stock Average began at 39090.68 yen, 491.13 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 24.03 points at 2718.76.
Top news
Kanda Treasurer responds to movements that have gone too far without ruling out any means - 153 yen range
On the morning of the 11th, Treasurer Kanda Masato fought back the market in response to a drastic fall in the 1 dollar = 153 yen range for the first time in about 34 years, stating that “we will respond appropriately to movements that have gone too far without eliminating any means.” I told the press corps within the Ministry of Finance.
RELATED ARTICLES
Yen falls to 153 yen for the first time in 34 years, US stocks plummeted and US interest rates fell
The yen fell to the 153 yen level for the first time in about 34 years, and the dollar fully appreciated due to strong US CPI - intervention alert
Long-term interest rates have risen to over 0.8%, level since November last year - Bank of Japan additional interest rate hike observation
Long-term interest rates have risen to a level of over 0.8% since November last year. Observations of additional interest rate hikes by the Bank of Japan are increasing, and long-term interest rates in the US are in the consumer price index...
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From the beginning of the yearSemiconductor stocks that were doing wellOn April 4Major adjustmentsI did it. The adjustments this time areThere has been no change in fundamentals surrounding the semiconductor industry,principallyIt is largely due to external factorsIt's conceivable.The recovery in semiconductor market conditions and the benefits of the generative AI boom are expected to continueBecause,When making adjustments, it's an opportunity to buy spectacularlyLet's be This timeList up candidate stocks to buyI did it.
Of the major US stock indicesYear-to-date gain/fall rateIf you check (same as below until 4/4),The S&P 500 Index rose 8%Whereas I didThe Nasdaq 100 Index rose 6%I did it. At first glance, tech stocks seem to pale in comparison to the market as a whole. Meanwhile, the Philadelphia Semiconductor Stock Price Index, which consists of semiconductor stocks, which are one corner of tech stocks (SOX index) rose 14%I did it.What is the SOX index due to the AI boomIt rose by 65% in 2023,Stay strong in 2024It looks like it did.
On 4/4, the SOX index fell 3.0%. The S&P 500 Index and the Nasdaq 100 Index fell 1.2% and 1.6%, respectively.
4/4'sThe whereabouts...
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