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It is the driving force behind the AI boomUS Big Tech plans to further increase investment in AIthat's it. Each company revealed it in their most recent financial results announcements.Against the backdrop of increased investment by major tech companies,”Data center construction is accelerating across the US」The Wall Street Journal (WSJ) reported that they are doing it. Assuming that benefits can be expected, $NVIDIA(NVDA.US$ Semiconductor stocks, led by, rebounded after Big Tech's financial results were announced. This is because large amounts of semiconductors are required for AI data processing in data centers.
On the other hand, in this fiscal seasonBy gain/fall rate by industryElectric power stocksPublic welfare with a high composition ratio ofIt held back semiconductor stocks and rose to the top position.AI data centers have been found to consume large amounts of electricityThat's because I'm doing it.Several power companies announced financial results and indicated that demand for electricity for data centers is expected to expand over the next few years. Of theseCheck hidden AI-related stocks along with earnings forecasts。
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Stock price performance ranking of electric power stocks
During the current fiscal period, $Vistra Energy(VST.US$ and...
On the other hand, in this fiscal seasonBy gain/fall rate by industryElectric power stocksPublic welfare with a high composition ratio ofIt held back semiconductor stocks and rose to the top position.AI data centers have been found to consume large amounts of electricityThat's because I'm doing it.Several power companies announced financial results and indicated that demand for electricity for data centers is expected to expand over the next few years. Of theseCheck hidden AI-related stocks along with earnings forecasts。
During the current fiscal period, $Vistra Energy(VST.US$ and...
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Financial results for major semiconductor-related companies have been completed. What is each company's stock priceImproving semiconductor market conditionsbyPerformance recovery expectationsSince it was factored in quite a bit, it's conservativeDisappointing sales in response to earnings forecast announcementsstood out.
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco(6146.JP$with $Socionext(6526.JP$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA(NVDA.US$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedDecline。 $Screen Holdings(7735.JP$,...
In the regular stock exchange of the Nikkei Stock Average in April this year, semiconductor-related stocks $Disco(6146.JP$with $Socionext(6526.JP$has been newly adopted, and the Nikkei AverageAn index that is also susceptible to semiconductor-related headlinesIt became.5/22 (early morning Japan time on the 23rd)Is a major US semiconductor company leading advanced products $NVIDIA(NVDA.US$Financial results for the fiscal year ending February to April are being announced, and the announcement includes 7 companiesShaking up the Nikkei Stock AverageThe chances are very high.7 major semiconductor-related stock companies with high weight (composition ratio) in the Nikkei AverageWe confirmed the financial results points, the current position of stock prices, and the analysts' views. (Note: Lasertech only accounts for the 3rd quarter of the fiscal year ending 2014/6; the rest are full year accounts for the fiscal year ending 24/3)
[Overview]
▼5 out of 7The stock price of will be on the business day after the financial results are announcedDecline。 $Screen Holdings(7735.JP$,...
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![What semiconductor-related stocks have strong expectations of rising even after disappointing sales? 7 stocks that are responsible for the fate of the Nikkei Average! [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240515/501a1e2b22e22bbe358bcb11e6c90792.jpg/thumb?area=105&is_public=true)
![What semiconductor-related stocks have strong expectations of rising even after disappointing sales? 7 stocks that are responsible for the fate of the Nikkei Average! [Summary of financial results]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240515/3025ace416425f67b441dfcced36ed13.jpg/thumb?area=105&is_public=true)
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Since last year, large major stocks have led stock appreciation, but here we areSmall to medium growth stocksShopping hands are beginning to reach out. Since the upper price of such stocks, which are vulnerable to an environment of high interest rates, has been suppressed from the Bank of Japan's policy revision observations,The sense of cheapness is also getting stronger. The operation manager of the Japan branch office in Aberdeen, England, which operates on a scale of about 70 trillion yen, responded to an interview by the Nihon Keizai Shimbun”I'm looking forward to the performance of small and medium-sized stocks that lag behind large stocks” (Nihon Keizai Shimbun, 4/22)
The total market value of the Nikkei Veritas 4/21 issueLess than 500 billion yenOf the companies, we introduced 8 small to medium technology brands that are more than 3 times the average operating profit for the first 5 fiscal years before the novel coronavirus and the most recent company plan. Furthermore, in MOOMOO, from among them,Expectations for an increase are high due to the divergence between current stock prices and analysts' target stock prices、Operating profit growth rate forecast for the current fiscal year is in double digitsExtract the stocks that have become.All of the “top global niche” brands that have surfaced have a high market share in the worldSo, it's nicheSemiconductor-related companies tooIt was included. The stocks that are expected to grow at a high rate and are likely to have room to rise in stock prices are as follows.
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Semiconductor regeneration wafers...
The total market value of the Nikkei Veritas 4/21 issueLess than 500 billion yenOf the companies, we introduced 8 small to medium technology brands that are more than 3 times the average operating profit for the first 5 fiscal years before the novel coronavirus and the most recent company plan. Furthermore, in MOOMOO, from among them,Expectations for an increase are high due to the divergence between current stock prices and analysts' target stock prices、Operating profit growth rate forecast for the current fiscal year is in double digitsExtract the stocks that have become.All of the “top global niche” brands that have surfaced have a high market share in the worldSo, it's nicheSemiconductor-related companies tooIt was included. The stocks that are expected to grow at a high rate and are likely to have room to rise in stock prices are as follows.
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The fate of the stock market that affects the last 10 minutes is clear due to the expansion of passive management
(some excerpts)
The trading time for US stocks is usually 390 minutes, but only the last 10 minutes may be becoming important for the market.
According to data compiled by Best Ex Research, which develops algorithmic trading, about one-third of the total is executed in the last 10 minutes in stock trading of stocks using the S&P 500 stock price index. This ratio is up from 27% in 2021.
In Europe, where similar patterns can be seen, it has been suggested that this trend may impair liquidity and distort prices.
(some excerpts)
The trading time for US stocks is usually 390 minutes, but only the last 10 minutes may be becoming important for the market.
According to data compiled by Best Ex Research, which develops algorithmic trading, about one-third of the total is executed in the last 10 minutes in stock trading of stocks using the S&P 500 stock price index. This ratio is up from 27% in 2021.
In Europe, where similar patterns can be seen, it has been suggested that this trend may impair liquidity and distort prices.
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The Bank of Japan at the monetary policy meeting held on the 26thMaintaining the current state of monetary policyI decided on it. The negative interest rate policy was lifted at the March meeting, and the view was expressed that the accommodative financial environment continues. As interest rates are maintained low, the interest rate difference with the United States remains open,Dollars to yen up to 156 yen at one timeThe low price has been updated.
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor(TM.US$The automobile industry represented by...
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor(TM.US$The automobile industry represented by...
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ColumnsTokyo Market Summary: Retrograde semiconductor weakness behind weak rebound from Nikkei Average
Hello Moomoo users!![]()
Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Average ended at 37438.61 yen, 370.26 yen higher than the previous business day
● Inflation expectations continue to improve, and the Bank of Japan keeps a close eye on changes in price norms - also boosting interest rate hikes
● Gold's historical rise, China plays a leading role - individuals and central banks are paying attention to gold bullion in an uncertain era
● Speculation about early additional interest rate increases in response to Ueda's remarks, which are expensive, such as Mitsubishi UFJ and Dai-ichi Life HD
● Sakura Internet - drastically bought up to 7% higher in the morning and temporarily stalled 10% cheaper
● NTT DATA drastically rebelled, and it is reported that it is a strategic partnership agreement with the University of Tsukuba
● Attention to the handle: $Mitsubishi UFJ Financial Group(8306.JP$、 $Sumitomo Mitsui Financial Group(8316.JP$、 $SAKURA Internet(3778.JP$、 $Kokusai Electric(6525.JP$etc
...
●The Nikkei Average ended at 37438.61 yen, 370.26 yen higher than the previous business day
● Inflation expectations continue to improve, and the Bank of Japan keeps a close eye on changes in price norms - also boosting interest rate hikes
● Gold's historical rise, China plays a leading role - individuals and central banks are paying attention to gold bullion in an uncertain era
● Speculation about early additional interest rate increases in response to Ueda's remarks, which are expensive, such as Mitsubishi UFJ and Dai-ichi Life HD
● Sakura Internet - drastically bought up to 7% higher in the morning and temporarily stalled 10% cheaper
● NTT DATA drastically rebelled, and it is reported that it is a strategic partnership agreement with the University of Tsukuba
● Attention to the handle: $Mitsubishi UFJ Financial Group(8306.JP$、 $Sumitomo Mitsui Financial Group(8316.JP$、 $SAKURA Internet(3778.JP$、 $Kokusai Electric(6525.JP$etc
...
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Form a nano (1/1 billion) meter-level electronic circuit pattern on a semiconductor wafer”exposure device” is”The most precise machine in human historyIt is called”, and the manufacturing processHeartBut it's there. Originally, the Japanese team occupied the global market share,Lags behind in developing highly profitable equipment for cutting-edge semiconductorsIt took, and now it's the Netherlands $ASML Holding(ASML.US$ofWin aloneIt's in a state. ASML'sAdvanced equipment using extreme ultraviolet light (EUV)Is 120 billion yen to 50 billion yenIt is assumed. Meanwhile, Japanese players will be the main marketNon-advanced devicesIt ranges from hundreds of millions of yen to several billion yen per unit. But come hereTry to bounce back with revolutionary new technology and contrarian strategiesThe signs have also come into view.
Currently, ASML, Japan's three companies, Canon, and Nikon, have almost a monopoly on the global market share of exposure equipment. According to Mitsubishi UFJ Morgan Stanley Securities, the world market share of ASML, which is the largest in terms of exposure equipment sales in '2262%Canon, which is in 2nd place31%Nikon is in 3rd place7%It has become. (Nihon Keizai Shimbun 23/11/7...
Currently, ASML, Japan's three companies, Canon, and Nikon, have almost a monopoly on the global market share of exposure equipment. According to Mitsubishi UFJ Morgan Stanley Securities, the world market share of ASML, which is the largest in terms of exposure equipment sales in '2262%Canon, which is in 2nd place31%Nikon is in 3rd place7%It has become. (Nihon Keizai Shimbun 23/11/7...
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