Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
楽天的ラウル_8947 Male ID: 181778373
No profile added yet
Follow
    A senior minister stated in an interview that Saudi Arabia aims to produce batteries for EVs and invest in the electric vehicle field, and is working on lithium procurement from overseas, and pointed out that attempts to secure domestic supply are in the early stages.
    Saudi Arabia has relied on oil for decades, and has invested billions of dollars to turn the country into an EV manufacturing center as part of economic diversification by Crown Prince Mohammed bin Salman, who is the de facto ruler.
    “Lithium is a very important mineral and happens to be included in a very important part of the supply chain, particularly batteries,” Minister of Industry and Mineral Resources Bandar Al-Khoraf told Reuters in an interview on Sunday.
    On the sidelines of a special session of the World Economic Forum held in Riyadh, he said, “It is unthinkable that we cannot live without it.”
    Saudi Arabia, in cooperation with Aramco, has begun considering extracting lithium from seawater and salt emissions from the Kingdom's oil fields, but it remains to be seen whether these efforts will succeed.
    Al-Khoraf said, “There are some bright signs, but we need to do more...
    Translated
    $USD/JPY(USDJPY.FX)$ We have intervened!! I used something like my last trump card... and I think the only way to resolve the depreciation of the yen would be to raise interest rates, so I think it's a bank stock purchase!
    Translated
    8
    神田財務官
    「(為替介入観測について)今はノーコメント」
    今日のドル円急落は介入だったのか、
    そうではないのかは
    月末に財務省が発表する
    「外国為替平衡操作の実施状況」で
    確認するしかありません。
    4月分は明日30日19:00に発表されます。
    しかし、確認すると
    明日発表されるデーターは
    3/28~4/25までの期間なんですよね。
    mof.go.jp/policy/interna…
    つまり、今日29日分は次回5月末に発表される
    データを待つしかない?!
    多分、神田さんも鈴木さんもノーコメントを
    貫くんでしょうね。。。
    The performance of the Japanese stock market in April 2024 is remarkable.
    According to many economists, 2024 is seen as a turning point for the Japanese economy.
    Japan's real GDP growth rate is expected to fall to 1.5% from 1.9% in 2023, according to a forecast by Takashiro, but this has not dampened investors' enthusiasm for the market.
    Conversely, they are paying more attention to the opportunities lurking during the economic transition period and the benefits brought about by the expansion of the Investment Fund Authority.
    In fact, as can be seen from the report released by Forbes in April, global stock market performance is actively driving the growth of the Japanese stock market. The optimistic outlook of investors around the world turned to capital injections, and the heat wave clearly extended to the Japanese stock market.
    Against this backdrop, some Japanese benchmark companies — particularly technology and manufacturing leaders — have shown remarkable results. These companies' strong innovation capabilities and partnerships built on a global scale are factors that attract investors' attention.
    Overall, the Japanese stock market in 2024/4 is on the global investment map due to its vitality and wide range of investment opportunities...
    Translated
    $NVIDIA(NVDA.US)$  
    Elon Musk revealed the true scale of his AI-related ambitions by revealing that Tesla's AI training computing capacity will increase approximately 467% year over year to 85,000 H100 GPU equivalent units by the end of 2024.
    Meta invests $1 billion in Nvidia H100 GPU cluster
    The training side---
    • By 2023, total H100 shipments reached 1.2 million copies (Omdia data).
    • To train GPT-4 with 1.8 trillion parameters, 8,000 H100s are required.
    This means that the H100 cards currently available on the market can train around 150 GPT-4 models. However, future GPT-5 and GPT-6 improvements, demand for image models and future video models, and demand on the training side are still very high. According to a paper published by FactorialFunds in March 2021, approximately 72,000 H100 sheets will be required after Sora is officially launched.
    Translated
    I wonder if I should switch to GOOG rather than MSFT.
    I'll consider it.
    In the first place, it's unclear whether stocks will rise one level from now on, and every financial season is a time when we have to change our way of thinking.
    Heck, it's been repeated a few times since the beginning of this year.
    Interest rate cuts didn't come at all.
    There have been very few predictions, even of interest rate hikes.
    Translated
    US Consumer Sentiment Declines, Inflation Expectations Rise - Michigan Survey(some excerpts)
    Consumer Sentiment Index, April confirmed value 77.2 - forecast 77.9
    Inflation expectations for the year ahead have risen to 3.2% - the highest level since November last year
    US consumer sentiment declined in April. As inflation expectations rose, views on household finances and the economy deteriorated.
    Translated
    Strict eyes on financial results, is FOMC out of business = this week's US stock market(some excerpts)
    The US stock market this week (4/29 to 5/3) is Amazon, which occupies a corner of the 7 giant IT companies “Magnificent Seven”(AMZN)and apple(AAPL)Financial results are about to be announced, and since the overall stock price level has been rounded up, it is in a tough position for financial results that fall below expectations.
    If US bond yields rise or inflation indicators continue to be stronger than expected, the level of attention paid to financial results may decline. Investors expect policy interest rates to remain unchanged in the FOMC, but it is expected that they will pay attention to recent opinions on inflation, which are stronger than expected.
    Translated
    (Friday 2024/4/26 22:42)
    The NY market started with a rise led by NAS due to strong tech financial results.
    ・Dow+92 Nas+205 S&P+35 Raschel+10↑
    ・Interest rate (Y10 = 4.64%) ↓
    ・Gold, silver, copper ↑ ⭐ metal buying
    ・Crude oil 84.0↑ ⭐ OIL repulsion
    ・Grains (soybeans ↓ corn ↑)
    ・BTC↓
    ・Dollar yen 156.8↑ 💥 yen depreciation infinitely ‼️
    ・Fear & Greed 39→
    ・Sector Status
    ⭐ The sector rose by 60%
    (Strong 3) Internet Information Service, Solar Energy, Aluminum
    (less than 3) Transportation, insurance agencies, medical facilities
    🟦 Buy 2 times more than $INDL
    I bought 2 times more $INDL in 40 minutes after stopping by.
    🟦 IN to $JNUG
    Money is strong again these days.
    Check the $JNUG uptrend and IN.
    🟦 View of NY market prices
    A mix of bullish and bearish. The semiconductor sector is on the brink of whether or not it will break above the resistance line. Tech financial results are strong. SELLYNMAY.
    ... various information is a conflict between short and long...
    Translated
    (2024/4/26 Friday) The NY market began with a rise led by NAS due to strong tech earnings. ⭐ The sector rose by 60% → the NY market ended in cocky with an overall rise led by semiconductors. ⭐ Half strong or weak. Return to the uptrend Semiconductor Warriors ‼️
    (2024/4/26 Friday) The NY market began with a rise led by NAS due to strong tech earnings. ⭐ The sector rose by 60% → the NY market ended in cocky with an overall rise led by semiconductors. ⭐ Half strong or weak. Return to the uptrend Semiconductor Warriors ‼️
    (2024/4/26 Friday) The NY market began with a rise led by NAS due to strong tech earnings. ⭐ The sector rose by 60% → the NY market ended in cocky with an overall rise led by semiconductors. ⭐ Half strong or weak. Return to the uptrend Semiconductor Warriors ‼️
    +21
    4