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Since last year, popular AI models such as ChatGPT and the video generation AI “Sora” have appeared, and the AI industry has experienced explosive growth. These models greatly enhanced multimodal functions, making it possible to further expand the application of artificial intelligence (AI). Furthermore, demand for AI computing power is rapidly increasing due to the continuous improvement and optimization of existing models and the rapid increase in learning data sets. As a result, AI semiconductor companies were the first to benefit from the AI boom.
$PHLX Semiconductor Index(.SOX.US$From the low in 22/10130% or morerise. Last year239% or morerisen $NVIDIA(NVDA.US$will continue to ride the AI wave, and in 202487%Record an increase in Last Friday, NVIDIA's total market capitalization broke through a milestone of 2 trillion dollars, second only to Microsoft and AppleAmerica's 3rd largest companyThen, it also surpassed Saudi Arabia's national oil company Saudi Aramco,Emerged to 3rd place in the worldI did it.
Against this backdrop, some analysts and investors believe that the next AI...
$PHLX Semiconductor Index(.SOX.US$From the low in 22/10130% or morerise. Last year239% or morerisen $NVIDIA(NVDA.US$will continue to ride the AI wave, and in 202487%Record an increase in Last Friday, NVIDIA's total market capitalization broke through a milestone of 2 trillion dollars, second only to Microsoft and AppleAmerica's 3rd largest companyThen, it also surpassed Saudi Arabia's national oil company Saudi Aramco,Emerged to 3rd place in the worldI did it.
Against this backdrop, some analysts and investors believe that the next AI...
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通期で黒字転換して、株価暴騰中！
政府向けの仕事が多い印象ですが、民間向けの受注割合がめちゃめちゃ増えてますね🔔
ちょっと前に買ってて、低迷中耐えてて良かった![]()
#PLTR #米国株
政府向けの仕事が多い印象ですが、民間向けの受注割合がめちゃめちゃ増えてますね🔔
ちょっと前に買ってて、低迷中耐えてて良かった
#PLTR #米国株
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Seven high-tech companies known as the US super-large stock “M7” recorded remarkable performances last year, but as of this yearLight and dark are separated。 $Microsoft(MSFT.US$Is3.3% increase year to dateI'm doing it, but $Apple(AAPL.US$Amid growing concerns about growth3.4% decline。 $Tesla(TSLA.US$Since the beginning of this year, it has only risen for 1 day (as of 1/16),Decrease of 11% or more year to dateThen, the total market value fell by just over 94 billion dollars. On the other hand, $NVIDIA(NVDA.US$Entering this monthAn increase of approximately 11%Then, the total market value expanded by approximately 128 billion dollars.
There are probably not many investors who anticipate that the seven high-tech companies will reproduce the dramatic rise of last year for 2024. This is because the 7 major companies recorded returns like last yearAt least for the first time since 1999Furthermore, the same 7 stocks occupied the top of the S&P 500 in a rowOnly once in the past. There may be a big difference in the returns of these major high-tech companies in the future....
There are probably not many investors who anticipate that the seven high-tech companies will reproduce the dramatic rise of last year for 2024. This is because the 7 major companies recorded returns like last yearAt least for the first time since 1999Furthermore, the same 7 stocks occupied the top of the S&P 500 in a rowOnly once in the past. There may be a big difference in the returns of these major high-tech companies in the future....
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This article uses automatic translation for some of its parts
$NVIDIA(NVDA.US$announced a next-generation AI supercomputer chip that is likely to play a major role in future breakthroughs in large-scale language models (LLM) such as deep learning and OpenAI's GPT-4.
The key product is the HGX H200 GPU based on NVIDIA's “Hopper” architecture, which is the successor to the popular H100 GPU. This is the company's first chip to use faster and larger capacity HBM3e memory,Great for large language modelsIt has become.
“With HBM3e, the NVIDIA H200 realizes 141 GB of memory at 4.8 terabytes per second, providing almost double the capacity and 2.4 times the bandwidth compared to its predecessor, the NVIDIA A100,” the company stated.
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AI performance
As an advantage for AI, according to NVIDIA, the HGX H200 is Llama 2, which is an LLM with 70 billion parametersInference speed increased by 2 times that of H100Let me do it. HGX H2...
$NVIDIA(NVDA.US$announced a next-generation AI supercomputer chip that is likely to play a major role in future breakthroughs in large-scale language models (LLM) such as deep learning and OpenAI's GPT-4.
The key product is the HGX H200 GPU based on NVIDIA's “Hopper” architecture, which is the successor to the popular H100 GPU. This is the company's first chip to use faster and larger capacity HBM3e memory,Great for large language modelsIt has become.
“With HBM3e, the NVIDIA H200 realizes 141 GB of memory at 4.8 terabytes per second, providing almost double the capacity and 2.4 times the bandwidth compared to its predecessor, the NVIDIA A100,” the company stated.
As an advantage for AI, according to NVIDIA, the HGX H200 is Llama 2, which is an LLM with 70 billion parametersInference speed increased by 2 times that of H100Let me do it. HGX H2...
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運用資産の6割を株式で、4割を債券に配分するという個人投資家にも浸透している米国の伝統的な投資戦略「60・40ポートフォリオ」を巡り、大手機関ストラテジストらの間で賛否が分かれている。同戦略はキャピタルゲイン狙いの株式、リスクヘッジを目的とした債券の両者に負の相関関係があることを前提としているが、米金融引き締めなどによる債券市場のボラティリティーの異様な高さにより相関関係が失われており、最近では同ポートフォリオへの批判的な意見が勢いをつけている。
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債券市場の不透明さ強く
前週末の11月10日、米格付け会社ムーディーズ・インベスターズ・サービスが財政の健全性リスクや政治の分極化リスクから、米国の信用格付け見通しを従来の「ステーブル（安定的）」から「ネガティブ（弱含み）」に引き下げた。格付けは最上級の「Ａａａ」で維持したが、Ｓ＆Ｐグローバル・レーティングやフィッチ・レーティングスはすでに格付けを「最上級」から引き下げており、リスクヘッジのための資産とするには頼りない状況だ。
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最悪のパフォーマンス
60・...
前週末の11月10日、米格付け会社ムーディーズ・インベスターズ・サービスが財政の健全性リスクや政治の分極化リスクから、米国の信用格付け見通しを従来の「ステーブル（安定的）」から「ネガティブ（弱含み）」に引き下げた。格付けは最上級の「Ａａａ」で維持したが、Ｓ＆Ｐグローバル・レーティングやフィッチ・レーティングスはすでに格付けを「最上級」から引き下げており、リスクヘッジのための資産とするには頼りない状況だ。
60・...
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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 33112.31 yen, 416.38 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2369.03, 23.74 points higher.
Top news
Real GDP fell 2.1% per annum from July to September, and the negative range exceeds market expectations
The preliminary real gross domestic product (GDP) value for the July-September period decreased by 2.1% per annum compared to the previous fiscal year. The decline was larger than market expectations (down 0.4%). Capital investment was poor, and private consumption was also sluggish. External demand, which drove growth in the previous fiscal year, was a factor that depressed the growth rate.
Interest rates rose, five major banks had the highest profit of April-September final assets of 1000 trillion yen, 60% increase in 10 years, and improvement effects increased
The financial results for the fiscal year ending 2023/4/9 for the five major bank groups came out on the 14th. Total consolidated net profit increased 56% from the same period last year to 1,996 billion yen, the highest since the three-megabank system became in fiscal 2005. Loan interest rates, which had been sluggish due to revisions to the ultra-low interest rate environment, have improved.
Seven banks have a main business deficit due to loss processing to 2.8 trillion yen of losses including bonds
...
Market Overview
Today's Nikkei Stock Average began at 33112.31 yen, 416.38 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2369.03, 23.74 points higher.
Top news
Real GDP fell 2.1% per annum from July to September, and the negative range exceeds market expectations
The preliminary real gross domestic product (GDP) value for the July-September period decreased by 2.1% per annum compared to the previous fiscal year. The decline was larger than market expectations (down 0.4%). Capital investment was poor, and private consumption was also sluggish. External demand, which drove growth in the previous fiscal year, was a factor that depressed the growth rate.
Interest rates rose, five major banks had the highest profit of April-September final assets of 1000 trillion yen, 60% increase in 10 years, and improvement effects increased
The financial results for the fiscal year ending 2023/4/9 for the five major bank groups came out on the 14th. Total consolidated net profit increased 56% from the same period last year to 1,996 billion yen, the highest since the three-megabank system became in fiscal 2005. Loan interest rates, which had been sluggish due to revisions to the ultra-low interest rate environment, have improved.
Seven banks have a main business deficit due to loss processing to 2.8 trillion yen of losses including bonds
...
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It is reported that Berkshire Hathaway, led by Warren Buffett, will decide the conditions for issuing yen-denominated corporate bonds later this week. After the issuance conditions are decided, payments will be completed as early as 1 week or so, and yen funds will be obtained. It is believed that the company also used yen funds obtained by issuing yen-denominated corporate bonds in April to acquire Japanese trading company shares,The view that this fundraising will also be used to invest in Japanese stocksis spreading.
Berkshire issued 5 yen denominated corporate bonds with a term limit of 3 to 30 years in April this year, and raised a total of 164.4 billion yen. The holding ratio of shares of the five major trading companies by Berkshire rose from the 6% range to the 7-8% range in June, and there are many views that the funds raised were used to acquire trading company shares.
This time, corporate bonds denominated in yen will be issued following April. According to Bloomberg and others, it is expected that the issuance period, procurement amount, issuance conditions, etc. will be decided by looking at investor demand from a period of 3 to 30 years similar to the previous one.
Bloomberg on the 8th is”For Mr. Buffett, Japanese stocks may seem undervaluedKato Haruyasu of Asset Management One”...
Berkshire issued 5 yen denominated corporate bonds with a term limit of 3 to 30 years in April this year, and raised a total of 164.4 billion yen. The holding ratio of shares of the five major trading companies by Berkshire rose from the 6% range to the 7-8% range in June, and there are many views that the funds raised were used to acquire trading company shares.
This time, corporate bonds denominated in yen will be issued following April. According to Bloomberg and others, it is expected that the issuance period, procurement amount, issuance conditions, etc. will be decided by looking at investor demand from a period of 3 to 30 years similar to the previous one.
Bloomberg on the 8th is”For Mr. Buffett, Japanese stocks may seem undervaluedKato Haruyasu of Asset Management One”...
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Moomooユーザーの皆様～おはようございます！![]()
本日朝イチ報のキーポイントはこちら。![]()
●【東京株式相場予想レンジ】３万２４００円－３万２９００円（１３日終値３万２５８５円１１銭）
●米消費者の１年先インフレ期待、10月はわずかに低下－ＮＹ連銀調査
●米株に漂い始めた高揚感、個人投資家の楽観強まる－利上げ終了観測で
●来年の米利下げ幅、市場織り込みの４倍近くに－ＵＢＳストラテジスト
●ヘッジファンドの原油ショート増加、需要懸念が再び台頭
ーmoomooニュースZeber
市場概況
１３日の米国株式市場では、ＮＹダウ平均株価が前営業日比５４ドル７７セント高の３万４３３７ドル８７セントと続伸。ナスダック総合株価指数は同３０．３６５ポイント安の１万３７６７．７４３だった。１４日の東京株式市場は主力株中心に買い優勢の地合いとなり日経平均株価は続伸する可能性が高い。
トップニュース
【プレビュー】米10月CPI、予想通りの鈍化か？米金融引き締めの先行き見極め
米国労働省統計局は日本時間2023年11月14日(火...
●【東京株式相場予想レンジ】３万２４００円－３万２９００円（１３日終値３万２５８５円１１銭）
●米消費者の１年先インフレ期待、10月はわずかに低下－ＮＹ連銀調査
●米株に漂い始めた高揚感、個人投資家の楽観強まる－利上げ終了観測で
●来年の米利下げ幅、市場織り込みの４倍近くに－ＵＢＳストラテジスト
●ヘッジファンドの原油ショート増加、需要懸念が再び台頭
ーmoomooニュースZeber
市場概況
１３日の米国株式市場では、ＮＹダウ平均株価が前営業日比５４ドル７７セント高の３万４３３７ドル８７セントと続伸。ナスダック総合株価指数は同３０．３６５ポイント安の１万３７６７．７４３だった。１４日の東京株式市場は主力株中心に買い優勢の地合いとなり日経平均株価は続伸する可能性が高い。
トップニュース
【プレビュー】米10月CPI、予想通りの鈍化か？米金融引き締めの先行き見極め
米国労働省統計局は日本時間2023年11月14日(火...
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Tesla's stock price fell 5.46% to below $210 on Thursday, market value evaporated by $39 billion overnight, and volatile stocks saw the 11th biggest one-day rate decline this year. HSBC previously attached a “sell” rating and a target share price of 146 dollars to the same stock.
This means that a new member has joined Wall Street's Tesla bearish faction. HSBC analysts questioned the timing of the electric car manufacturer's project and said its “charismatic” CEO Elon Musk was both an asset and a risk.
HSBC analysts led by Michael Tyndall gave Tesla an evaluation equivalent to a “sale” on Thursday, and set the target stock price to 146 dollars, which means a drop of 30% or more from Thursday's closing price of 209.98 dollars.
HSBC analysts stated that this caution “is due to uncertainty surrounding the timing and commercialization of Tesla's various ideas,” and “we see that there is considerable possibility in Tesla's outlook, but I think that time frame may be longer than the market and valuations reflect.”
However, Tesla said “it's just...
This means that a new member has joined Wall Street's Tesla bearish faction. HSBC analysts questioned the timing of the electric car manufacturer's project and said its “charismatic” CEO Elon Musk was both an asset and a risk.
HSBC analysts led by Michael Tyndall gave Tesla an evaluation equivalent to a “sale” on Thursday, and set the target stock price to 146 dollars, which means a drop of 30% or more from Thursday's closing price of 209.98 dollars.
HSBC analysts stated that this caution “is due to uncertainty surrounding the timing and commercialization of Tesla's various ideas,” and “we see that there is considerable possibility in Tesla's outlook, but I think that time frame may be longer than the market and valuations reflect.”
However, Tesla said “it's just...
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