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NVIDIA has strong demand for semiconductors for generative AI in the February-April fiscal year
[Semiconductors] In the financial results for the fiscal year ending 2024/2/4 announced by NVIDIA after the end of trading on the 22nd, demand for semiconductors for generative AI was strong, and both sales and final profit reached record quarterly highs. It was bought in overtime trading, and it seems that it will be a support material for semiconductor stocks. <8035>Tokyo Electron <6857>Advantest<7735>SCREEN Holdings <7729>Tokyo Seimitsu <7731>Nikon <6383>
Stocks that moved the day before part 1 MS & AD, K&O Energy Group, sellable internet advertisements, etc.
<コード>Stock name closing price on the 21st ⇒ compared to the previous day Amiyaki <2753> 6270 +3901 to 3 stock split announced. Jonan Shinken <4720> 362 operating profit for the fiscal year ending 1725/3 is expected to decrease 25.6%. Freesia Mak <6343> 110 —425 operating profit for the fiscal year ending March 31 is expected to decrease 12.8%. BASE <4477> 321 +18 “YouTube adds base to EC service” report viewed as material. QPS Research Institute <5595> 3250 +75 Ministry of Defense
Stocks that moved the day before part 1 Credit Saison, Startier H, Recruit HD, etc.
<コード>Stock name closing price on the 16th ⇒ compared to the previous day Fixstars <3687> 1943 +95 We have started providing “enterprise AI for business & research and development services” that provide one-stop support for AI utilization. ESPEC <6859> 3140 +21724/3 operating profit increased by 50.8%. It exceeds the 26.0% increase previously anticipated. Duskin <4665> 3403+148 operating profit decreased 41.1% for the previous fiscal year, but it was announced that it is forecast 2.1 times for the current fiscal year. Libero <924
Alfresa, Suzuken, etc. (added) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|-----------|--------|--------|<2784>|Alfresa | Nomura | 2550 yen | 2260 yen |<9987>|Suzuken | Nomura | 5000 yen | 5370 yen |<8050>|Seiko G | Nomura
ALSOK, JT, etc. (additional) Rating
Target Stock Price Change Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|<2331>|ALSOK | Nomura | 890 yen | 965 yen |<2914>|JT | Yamato | 3700 yen | 4100 yen |<3099>|Mitsukoshi i
Intel negotiates partnership with Apollo over construction of factory in Ireland
[Semiconductors] It is reported that US Intel is conducting discussions in the direction of receiving funds exceeding approximately 1.71 trillion yen in Japanese yen from the investment company Apollo Global Management over construction plans for a huge semiconductor factory in Ireland. According to officials, the two companies are proceeding with exclusive negotiations, and it is reported that if plans are not stalled, there is a possibility that negotiations will be settled within a few weeks. <8035>Tokyo Electron <6857>Advantest<7735>
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