アップル(NASDAQ:AAPL)は、消費者向け人工知能(AI)への進出による最近の急騰に伴い、ウォールストリートで最も買われ過ぎた株の1つに躍り出た。
何が起こったのか:アップルの株価は、年次開発者会議で新しいAI機能を発表した後、今週ほぼ8%上昇しました。
これにより、株価は14日間の相対強度指数(RSI)に基づき、200ドルを超え、ウォールストリートで今週2番目に買われすぎた株式となりました。
アップルのRSIは現在ほぼ83であり、分析によると3%以上の下落が予想されています。アップルの株価の急騰は、S&P 500が1.69%、ナスダック・コンポジットが3.54%上昇した好調な1週間にあたっています。
今週の他の買われ過ぎ株には、Nvidia Corp.(NASDAQ:NVDA)、Hewlett Packard Enterprise Co.(NYSE:HPE)、The TJX Companies Inc.(NYSE:TJX)が含まれます。
Broadcom Inc.(NASDAQ:AVGO)...
何が起こったのか:アップルの株価は、年次開発者会議で新しいAI機能を発表した後、今週ほぼ8%上昇しました。
これにより、株価は14日間の相対強度指数(RSI)に基づき、200ドルを超え、ウォールストリートで今週2番目に買われすぎた株式となりました。
アップルのRSIは現在ほぼ83であり、分析によると3%以上の下落が予想されています。アップルの株価の急騰は、S&P 500が1.69%、ナスダック・コンポジットが3.54%上昇した好調な1週間にあたっています。
今週の他の買われ過ぎ株には、Nvidia Corp.(NASDAQ:NVDA)、Hewlett Packard Enterprise Co.(NYSE:HPE)、The TJX Companies Inc.(NYSE:TJX)が含まれます。
Broadcom Inc.(NASDAQ:AVGO)...
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ドルに強気なポジション、FOMC会合前に膨らむ-CFTCデータ
ブルームバーグのドル指数は4週連続の上昇、2月以来長期に。
5月以降減らしてきたドルに強気なポジション、積み上げに転換。
米金融当局の金利据え置き決定を受け、ドルは週間ベースで上昇基調を維持した。11、12両日の連邦公開市場委員会(FOMC)会合に備えてトレーダーがポジション設定していた通りの展開だ。
ブルームバーグのドル指数は4週連続の上昇、2月以来長期に。
5月以降減らしてきたドルに強気なポジション、積み上げに転換。
米金融当局の金利据え置き決定を受け、ドルは週間ベースで上昇基調を維持した。11、12両日の連邦公開市場委員会(FOMC)会合に備えてトレーダーがポジション設定していた通りの展開だ。
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Exchange traders prepare for low summer volatility - FOMC results received(some excerpts)
Uncertainty was somewhat removed by the US financial authorities' forecast to cut interest rates once within the year.
We are also watching closely to see if the US presidential debate on the 27th will increase volatility.
Options traders believe that investors who expected exchange rate volatility to increase drastically in the next few months due to interest rate changes in central banks in each country/region are likely to be disappointed.
When the Australian dollar, euro, and yen rose by around 1% in response to the May US consumer price index (CPI) announced on the 12th becoming a weaker figure than expected, there were signs that the exchange market would become turbulent.
Uncertainty was somewhat removed by the US financial authorities' forecast to cut interest rates once within the year.
We are also watching closely to see if the US presidential debate on the 27th will increase volatility.
Options traders believe that investors who expected exchange rate volatility to increase drastically in the next few months due to interest rate changes in central banks in each country/region are likely to be disappointed.
When the Australian dollar, euro, and yen rose by around 1% in response to the May US consumer price index (CPI) announced on the 12th becoming a weaker figure than expected, there were signs that the exchange market would become turbulent.
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
Predictions for next week 😮💨I received a comment (opinion) from Ranku-san on the post
Please use it as a reference for next week and summer rallies
I also commented on Ranku-san's point of view
👇 Let's do our best next week by referring to the following👇
Predictions for next week 😮💨I received a comment (opinion) from Ranku-san on the post
Please use it as a reference for next week and summer rallies
I also commented on Ranku-san's point of view
👇 Let's do our best next week by referring to the following👇
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$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
I think you should be careful on Mondays too
I feel like I can't deny the possibility that the situation will be the same as Thursday and Friday
The S&P 500 depreciated slightly, and risks were avoided with bonds, gold, and dollars
The American economy was sluggish due to a decline in consumer confidence, leading to markets and companies
Analysts and economists are concerned that there is a possibility of adverse effects
That is linked to Friday's decline
I was on Friday morning, and I thought it would be an effect of bad news about interest rate cuts, but money
I checked the price movements of the dollar, and when I saw trends among American investors, I had a sense of alarm, so
I analyzed fear indicators, etc.
As a result, global risk aversion movements led to stock depreciation, and the political situation in France in particular
I have concluded that it induces a sense of alarmThere are also effects such as interest rate cuts and the unemployment rate, but I think they are limited
The impact on the summer rally is expected to remain minimal if the market is optimisticCurrently, there are no bad omens, and it is not a harbinger of something bad happening
...
I think you should be careful on Mondays too
I feel like I can't deny the possibility that the situation will be the same as Thursday and Friday
The S&P 500 depreciated slightly, and risks were avoided with bonds, gold, and dollars
The American economy was sluggish due to a decline in consumer confidence, leading to markets and companies
Analysts and economists are concerned that there is a possibility of adverse effects
That is linked to Friday's decline
I was on Friday morning, and I thought it would be an effect of bad news about interest rate cuts, but money
I checked the price movements of the dollar, and when I saw trends among American investors, I had a sense of alarm, so
I analyzed fear indicators, etc.
As a result, global risk aversion movements led to stock depreciation, and the political situation in France in particular
I have concluded that it induces a sense of alarmThere are also effects such as interest rate cuts and the unemployment rate, but I think they are limited
The impact on the summer rally is expected to remain minimal if the market is optimisticCurrently, there are no bad omens, and it is not a harbinger of something bad happening
...
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NY Market Summary (14th) Euro falls, NASDAQ hits high for 5 consecutive days, long-term bond yields fall(some excerpts)
<Exchange> The euro depreciated against the dollar. On a weekly basis, it is expected to record a drastic decline for the first time in 2 months. They were pressured by concerns that the financial situation would worsen if the extreme right won the general election to be held in France.
France's Minister of Economy and Finance Lemaire stated on the 14th that if the extreme right wins the country's general election, they will face the risk of a financial crisis.
<Exchange> The euro depreciated against the dollar. On a weekly basis, it is expected to record a drastic decline for the first time in 2 months. They were pressured by concerns that the financial situation would worsen if the extreme right won the general election to be held in France.
France's Minister of Economy and Finance Lemaire stated on the 14th that if the extreme right wins the country's general election, they will face the risk of a financial crisis.
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NY foreign exchange market = euro/dollar, sharp weakening for the first time in 2 months in a week due to political unease in France(some excerpts)
The euro fell against the dollar in the New York foreign exchange market. On a weekly basis, it is expected to record a drastic decline for the first time in 2 months. They were pressured by concerns that the financial situation would worsen if the extreme right won the general election to be held in France.
The euro fell against the dollar in the New York foreign exchange market. On a weekly basis, it is expected to record a drastic decline for the first time in 2 months. They were pressured by concerns that the financial situation would worsen if the extreme right won the general election to be held in France.
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Musk's bold prediction for profits of 1 trillion dollars in robot business - in front of Tesla shareholders(some excerpts)
Tesla has 2 prototypes of humanoid robots - to assist with production process work.
Mr. Musk revealed his forecast that humanoid robots would raise profits of 1 trillion dollars per year.
Elon Musk, Chief Executive Officer (CEO) of the US electric vehicle (EV) manufacturer Tesla, showed a bold prediction that shareholders who have approved huge compensation plans can once again bring big profits and be rewarded in the robot business.
Tesla has 2 prototypes of humanoid robots - to assist with production process work.
Mr. Musk revealed his forecast that humanoid robots would raise profits of 1 trillion dollars per year.
Elon Musk, Chief Executive Officer (CEO) of the US electric vehicle (EV) manufacturer Tesla, showed a bold prediction that shareholders who have approved huge compensation plans can once again bring big profits and be rewarded in the robot business.
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Summers criticizes Trump's policy proposals — “creating stagflation”(some excerpts)
He pointed out that if revenue is relied on tariffs, a “downward spiral” will occur in the economy.
It is also a wake-up call for rising wage inflation and situations where the independence of the FRB is impaired.
Former US Treasury Secretary Summers criticized on the 14th that the policy proposals launched by former President Trump cause immeasurable damage to both the United States and the world economy. Remarks on Bloomberg Television.
Regarding Mr. Trump's policy plan to replace most of income tax revenue with tariffs, Mr. Summers pointed out that “it is a prescription that creates stagflation.” It was also stated that “it will cause a global economic war.”
He pointed out that if revenue is relied on tariffs, a “downward spiral” will occur in the economy.
It is also a wake-up call for rising wage inflation and situations where the independence of the FRB is impaired.
Former US Treasury Secretary Summers criticized on the 14th that the policy proposals launched by former President Trump cause immeasurable damage to both the United States and the world economy. Remarks on Bloomberg Television.
Regarding Mr. Trump's policy plan to replace most of income tax revenue with tariffs, Mr. Summers pointed out that “it is a prescription that creates stagflation.” It was also stated that “it will cause a global economic war.”
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[US Market Conditions] Safe Asset Purchases, Risk Warning Due to French Political Unease - First Half of the 157 yen range(some excerpts)
The S&P 500 are slightly cheaper - evasive purchases for bonds, gold, and dollars.
NY crude oil futures fell, and on a weekly basis, they rose sharply since April - gold rebounded.
The S&P 500 stock price index weakened slightly in the US stock market on the 14th. As concerns about the French political crisis deepened, global anxiety was rekindled, and sales became dominant. Meanwhile, evasion purchases were made into safe assets such as bonds, gold, and dollars.
The S&P 500 are slightly cheaper - evasive purchases for bonds, gold, and dollars.
NY crude oil futures fell, and on a weekly basis, they rose sharply since April - gold rebounded.
The S&P 500 stock price index weakened slightly in the US stock market on the 14th. As concerns about the French political crisis deepened, global anxiety was rekindled, and sales became dominant. Meanwhile, evasion purchases were made into safe assets such as bonds, gold, and dollars.
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