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CrowdStrike は、10 年以上前から拡張されているセキュリティ ソリューション スイートで、サイバーセキュリティ業界で最も話題になっている企業の 1 つです。
2023 年、CrowdStrike は、ガートナーの 2023 年マジック クアドラントのエンドポイント保護部門で、ビジョンの完全性と実行能力が最も高く評価され、4 回連続でリーダーに選ばれました。また、2024 年第 1 四半期のForrester Wave レポートによると、CrowdStrike はクラウド ワークロード セキュリティのリーダーに選ばれ、戦略面で全ベンダーの中で CrowdStrike が最高位にランクされ、ビジョンとイノベーションに関して最高のスコアを獲得しました。業界での賞賛のリストは長く増え続けているにもかかわらず、同社は今後も事業を継続する必要があり、大富豪の仲間入りには時間がかかるだろう。
2024 会計年度 (1 月 31 日終了) に、クラウドストライクは 30 億 6,000 万ドルの収益を上げ、売上高価格比 (P/S)は約 24 となりました。P/S が一定であると...
2023 年、CrowdStrike は、ガートナーの 2023 年マジック クアドラントのエンドポイント保護部門で、ビジョンの完全性と実行能力が最も高く評価され、4 回連続でリーダーに選ばれました。また、2024 年第 1 四半期のForrester Wave レポートによると、CrowdStrike はクラウド ワークロード セキュリティのリーダーに選ばれ、戦略面で全ベンダーの中で CrowdStrike が最高位にランクされ、ビジョンとイノベーションに関して最高のスコアを獲得しました。業界での賞賛のリストは長く増え続けているにもかかわらず、同社は今後も事業を継続する必要があり、大富豪の仲間入りには時間がかかるだろう。
2024 会計年度 (1 月 31 日終了) に、クラウドストライクは 30 億 6,000 万ドルの収益を上げ、売上高価格比 (P/S)は約 24 となりました。P/S が一定であると...
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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] 36,000 yen - 36,400 yen (7-day closing price 36,119 yen 92 sen)
● Arm shares surged due to overtime trading, temporarily rising 26% - bullish outlook is material
● Layoff concerns have surfaced within Tesla, and confirmation instructions are given to managers which positions are essential
● The NY Dow hit the highest price with a rise of 156 dollars, I like the company's performance improvement
● KKR Mortgage REIT declined and announced dividend cuts due to deterioration in commercial loans
● Bank of America's NYCB stocks fluctuated, temporarily depreciated by 14%, and management anxiety could not be erased
● Japanese stock ADR 7, buying advantage Toyota continues
— MooMoo News Kathy
Market Overview
In the US stock market on the 7th, the NY Dow Jones Industrial Average continued to rise 156 dollars and 36 cents, 156 dollars 00 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 147.646 points to 15756.644. In the Tokyo stock market on the 8th, buying prevailed over a wide area, starting with major stocks, and there seems to be a high possibility that the Nikkei Stock Average will turn into a rebound for the first time in 3 days...
● [Tokyo Stock Exchange Rate Forecast Range] 36,000 yen - 36,400 yen (7-day closing price 36,119 yen 92 sen)
● Arm shares surged due to overtime trading, temporarily rising 26% - bullish outlook is material
● Layoff concerns have surfaced within Tesla, and confirmation instructions are given to managers which positions are essential
● The NY Dow hit the highest price with a rise of 156 dollars, I like the company's performance improvement
● KKR Mortgage REIT declined and announced dividend cuts due to deterioration in commercial loans
● Bank of America's NYCB stocks fluctuated, temporarily depreciated by 14%, and management anxiety could not be erased
● Japanese stock ADR 7, buying advantage Toyota continues
— MooMoo News Kathy
Market Overview
In the US stock market on the 7th, the NY Dow Jones Industrial Average continued to rise 156 dollars and 36 cents, 156 dollars 00 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 147.646 points to 15756.644. In the Tokyo stock market on the 8th, buying prevailed over a wide area, starting with major stocks, and there seems to be a high possibility that the Nikkei Stock Average will turn into a rebound for the first time in 3 days...
Translated
![[Morning Report] Arm had a bullish outlook, stock prices skyrocketed due to overtime trading, concerns about layoffs surfaced within Tesla, and confirmation instructions were given to managers which positions were essential](https://sgsnsimg.moomoo.com/feed_image/181250687/a453d6e7b4c63d41b308e0cd3fdc08e9.png/thumb)
![[Morning Report] Arm had a bullish outlook, stock prices skyrocketed due to overtime trading, concerns about layoffs surfaced within Tesla, and confirmation instructions were given to managers which positions were essential](https://sgsnsimg.moomoo.com/feed_image/181250687/101f314e8e383b7abe061565834cda9b.png/thumb)
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This article uses automatic translation for some of its parts
The yield of the US bond market rose drastically during the week, which was the first trading day in 2024, and it looked like it would join the global bond sales trend. Major central banks in Europe, America, etc. will this yearThe view that interest rates will be cut drastically has recededDoing it.
It is an indicator of long-term interest rates $U.S. 10-Year Treasury Notes Yield(US10Y.BD$It temporarily rose from the 3.8% range to a high level of 4.1% for the first time in about a month. $U.S. 30-Year Treasury Bonds Yield(US30Y.BD$It also rose from 4.0% to over 4.2%.
Early interest rate cut observations receded in response to statements made by senior officials of the US Federal Reserve (Fed), disclosure of the summary of proceedings of the US Federal Open Market Committee (FOMC) in December, and employment statistics that were stronger than market expectations, etc., and the movement to let go of US bonds spread.
“The market may be expecting the Fed to cut interest rates this year, but since many interest rate cuts have already been factored in, there is a high possibility that market expectations will moderate. Assuming that part of expectations for interest rate cuts has been factored in, the US dollar will rise first, and there is a possibility that 2024 will end softly,” said Rabobank's FX strategist, Jan...
The yield of the US bond market rose drastically during the week, which was the first trading day in 2024, and it looked like it would join the global bond sales trend. Major central banks in Europe, America, etc. will this yearThe view that interest rates will be cut drastically has recededDoing it.
It is an indicator of long-term interest rates $U.S. 10-Year Treasury Notes Yield(US10Y.BD$It temporarily rose from the 3.8% range to a high level of 4.1% for the first time in about a month. $U.S. 30-Year Treasury Bonds Yield(US30Y.BD$It also rose from 4.0% to over 4.2%.
Early interest rate cut observations receded in response to statements made by senior officials of the US Federal Reserve (Fed), disclosure of the summary of proceedings of the US Federal Open Market Committee (FOMC) in December, and employment statistics that were stronger than market expectations, etc., and the movement to let go of US bonds spread.
“The market may be expecting the Fed to cut interest rates this year, but since many interest rate cuts have already been factored in, there is a high possibility that market expectations will moderate. Assuming that part of expectations for interest rate cuts has been factored in, the US dollar will rise first, and there is a possibility that 2024 will end softly,” said Rabobank's FX strategist, Jan...
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Conventionally, an automobile body composed of many parts is integrally molded with a large casting machine (die casting machine),A new production technology, “Gigacast,” which aims to reduce costs in electric vehicle (EV) manufacturing, is attracting attention.Overseas players, starting with the US Tesla, have already begun to introduce it, and it was delayed $Toyota Motor(TM.US$Last year, they also announced a policy to be adopted for EVs from '26 onwards. $Subaru(7270.JP$Ya $Honda Motor(7267.JP$It is said that they are also considering adoption.
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The brands related to Gigacast where the Golden Cross occurred on the most recent chart are UBE and Taiki Aluminum
◆ $Ube(4208.JP$
A major chemical manufacturer. We handle a wide range of products, such as molding machines, industrial machinery, and lithium-ion rechargeable battery materials. Major auto parts company $Ryobi(5851.JP$On 23/9/14, it was announced that it had ordered an ultra-large die-casting machine for Gigacast from UBE's machinery business subsidiary UBE Machinery, and stock prices skyrocketed. Consolidated for the fiscal year ending March 24...
◆ $Ube(4208.JP$
A major chemical manufacturer. We handle a wide range of products, such as molding machines, industrial machinery, and lithium-ion rechargeable battery materials. Major auto parts company $Ryobi(5851.JP$On 23/9/14, it was announced that it had ordered an ultra-large die-casting machine for Gigacast from UBE's machinery business subsidiary UBE Machinery, and stock prices skyrocketed. Consolidated for the fiscal year ending March 24...
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This article uses automatic translation in part
The number of people employed in the non-farm sector in DecemberFriday (5th) at 10:30 p.m. Japan timeIt is scheduled to be announced on At the market, rice in DecemberThe number of people employed in the non-farm sector is expected to increase by 163,000, and the unemployment rate is expected to rise to 3.8%It's been done.
According to ADP employment statistics released this week, the number of people employed in the non-farm sector in December surpassed 164,000, which suggests that recruitment activities of US companies have become active. Meanwhile, the number of US JOLTS job offers in November also reached a low level of 8.79 million for the first time in about 3 years.
According to US employment statistics for November, the unemployment rate declined unexpectedly from the previous month, and the growth in the number of people employed in the non-farm sector exceeded expectations. The deceleration in the labor market cannot be confirmed from today's figures, and expectations for aggressive interest rate cuts by the FRB next year, which the market is expecting, cannot be justified. According to employment statistics released by the US Department of Labor,November Non-Farm Payrolls (NFP)Is19.9 million increase、The market forecast is for an increase of 180,000 people.
unemployment rateIt is 3.7%, and the forecast is 3.9%.
Average hourly wage (month-on-month)0.4%, forecast 0.3%.
According to the number of employees in November, the return to work of automobile manufacturer employees who had carried out the strike was pushed by 30,000...
The number of people employed in the non-farm sector in DecemberFriday (5th) at 10:30 p.m. Japan timeIt is scheduled to be announced on At the market, rice in DecemberThe number of people employed in the non-farm sector is expected to increase by 163,000, and the unemployment rate is expected to rise to 3.8%It's been done.
According to ADP employment statistics released this week, the number of people employed in the non-farm sector in December surpassed 164,000, which suggests that recruitment activities of US companies have become active. Meanwhile, the number of US JOLTS job offers in November also reached a low level of 8.79 million for the first time in about 3 years.
According to US employment statistics for November, the unemployment rate declined unexpectedly from the previous month, and the growth in the number of people employed in the non-farm sector exceeded expectations. The deceleration in the labor market cannot be confirmed from today's figures, and expectations for aggressive interest rate cuts by the FRB next year, which the market is expecting, cannot be justified. According to employment statistics released by the US Department of Labor,November Non-Farm Payrolls (NFP)Is19.9 million increase、The market forecast is for an increase of 180,000 people.
unemployment rateIt is 3.7%, and the forecast is 3.9%.
Average hourly wage (month-on-month)0.4%, forecast 0.3%.
According to the number of employees in November, the return to work of automobile manufacturer employees who had carried out the strike was pushed by 30,000...
Translated
![[Preview] Will the US employment statistics for December confirm the interest rate cut observations scheduled to be announced tonight](https://sgsnsimg.moomoo.com/feed_image/181250687/09c957e3aa653686a067afc6ddee8365.png/thumb)
![[Preview] Will the US employment statistics for December confirm the interest rate cut observations scheduled to be announced tonight](https://sgsnsimg.moomoo.com/feed_image/181250687/0bbde0965fe538f89fbd3d6a8e82f4b9.jpg/thumb)
![[Preview] Will the US employment statistics for December confirm the interest rate cut observations scheduled to be announced tonight](https://sgsnsimg.moomoo.com/feed_image/181250687/5bf1892962003b5c8c37215922fdbccd.jpg/thumb)
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