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$Apple(AAPL.US$In recent years, it has faced sluggish stock prices and a decline in market share in major markets. Under these circumstances, much attention has been drawn to the company's development conference, WWDC 24 (Worldwide Developers Conference 24).
At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
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At WWDC this year, AI functions such as image editing, summarization, meeting material creation, email drafting, and translation are attracting attention. The smooth integration of these could greatly improve the iPhone's convenience. If this announcement succeeds, it is expected that the iPhone will once again attract consumers' attention and become a catalyst for new model sales.
Depending on WWDC's announcement this year, the result may be that there will be a big difference between other companies in the smartphone market as well.
This eventIt will be distributed in subtitle translation format.If you would like to watch it,“Book” buttonPlease click
◆ 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)...
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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 38823.91 yen, 123.02 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 5.79 points at 2753.93.
Top news
Exports increased for 5 consecutive months in April due to recovery in automobile production - trade balance deficit of 462.5 billion yen
Japan's exports increased for five consecutive months in April compared to the previous year. Exports of transportation equipment picked up in response to a recovery in automobile production, and the depreciation of the yen was also a driving factor. According to April trade statistics (preliminary report) announced by the Ministry of Finance on the 22nd, exports increased 8.3% from the same month last year. It fell short of market expectations (11.0% increase). Decreased by 3.2% on a volume basis. The average value of the dollar and yen was 1 dollar = 151.66 yen, which depreciated 14.7% from the previous year.
The yen is in the first half of the 156 yen range against the dollar, and the dollar has an advantage in overseas time due to falling US interest rates
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 22nd was 1 dollar = the first half of the 156 yen range, almost unchanged from the evening of the previous day. Overseas time was the same in response to Canada's slowing inflation...
Market Overview
Today's Nikkei Stock Average began at 38823.91 yen, 123.02 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 5.79 points at 2753.93.
Top news
Exports increased for 5 consecutive months in April due to recovery in automobile production - trade balance deficit of 462.5 billion yen
Japan's exports increased for five consecutive months in April compared to the previous year. Exports of transportation equipment picked up in response to a recovery in automobile production, and the depreciation of the yen was also a driving factor. According to April trade statistics (preliminary report) announced by the Ministry of Finance on the 22nd, exports increased 8.3% from the same month last year. It fell short of market expectations (11.0% increase). Decreased by 3.2% on a volume basis. The average value of the dollar and yen was 1 dollar = 151.66 yen, which depreciated 14.7% from the previous year.
The yen is in the first half of the 156 yen range against the dollar, and the dollar has an advantage in overseas time due to falling US interest rates
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 22nd was 1 dollar = the first half of the 156 yen range, almost unchanged from the evening of the previous day. Overseas time was the same in response to Canada's slowing inflation...
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$Apple(AAPL.US$On 5/2, financial results for the 2nd quarter of 2024 (3 months ending 2024/3/30) were announced, and the company's stock soared nearly 6%. The reason why Apple's stock price skyrocketed was because figures surpassed expectations. Whereas analysts expected 1.51 dollars per share with earnings of 90.5 billion dollars, earnings of 90.8 billion dollars earned 1.53 dollars per share.
though
1. Vision Pro ended in failure and withdrew from manufacturing/production
2. iPhone sales volume decreased by nearly 10%
3. Service didn't grow as much as expected
4. Instead of increasing investment in research and development, Apple is doing share buybacks (I feel like there have been a lot of stock buybacks recently...).
5. Slowing growth in key markets such as China
6. There will be no major product line releases in the future. Vision Pro ended in failure, and the price was too high. What's the next new product?
though
1. Vision Pro ended in failure and withdrew from manufacturing/production
2. iPhone sales volume decreased by nearly 10%
3. Service didn't grow as much as expected
4. Instead of increasing investment in research and development, Apple is doing share buybacks (I feel like there have been a lot of stock buybacks recently...).
5. Slowing growth in key markets such as China
6. There will be no major product line releases in the future. Vision Pro ended in failure, and the price was too high. What's the next new product?
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182628805
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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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