03153 CSOP Nikkei 225 Index ETF
- 79.520
- +0.900+1.14%
Semiconductor-related stocks led in response to favorable financial results from US NVIDIA
The Nikkei Average rebounded sharply for the first time in 3 days. The transaction was closed by recovering 486.12 yen to 39103.22 yen (estimated turnover of 1.56 billion shares) and 39100 yen since 4/15. Buyback movements intensified mainly in semiconductor-related stocks against the backdrop of good financial results from US semiconductor giant NVIDIA announced early in the morning. After a round of buying, profit and profit intensified just before the 39,000 yen level, which was a psychological milestone, and there was a scene where it softened to around the previous day's closing price, but US stock index futures due to overtime trading were steadily pushed forward
The Nikkei Average rebounded drastically, and it looked like semiconductor stocks were strongly included due to the NVIDIA effect
The US stock market fell on the 22nd. The Dow average closed at 39671.04 dollars (-0.51%) depreciated by 201.95 dollars, the NASDAQ depreciated by 31.09 points (-0.18%) at 16801.54, and the S&P 500 fell by 14.40 points (-0.27%) at 5307.01. Ahead of the US Federal Open Market Committee (FOMC) agenda summary and semiconductor NVIDIA financial results announcements, wait-and-see signs intensified, and they joined in small movements. The US Federal Reserve (Fed)
Sharp, Sysmex, etc. (additional) Rating
Upgraded - Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|----------|--------|--------|<9613＞|NTT DATA | City | “2” | “1” | Downgraded - Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|------------
Marubeni, TDK, etc. [List of brand materials from newspapers]
*Marubeni ＜8002＞ partnered with Rebox for small to medium DX support, parts estimation using AI (Nikkan Kogyo side 1) - ○*TDK ＜6762＞ sales 2.5 trillion yen, new mid-year total, focus on high value-added products (Nikkan Kogyo side 3) - ○*JR Tokai ＜9022＞ linear construction was interrupted due to falling water levels in Gifu, and “sincere response” (Nikkan Kogyo 3) - ○*Kubota ＜6326＞ gravimetric feeders specialized in textile materials and pharmaceuticals contribute to productivity improvement (Nikkan Kogyo) 4 sides) -○*Okamoto Machine Tool ＜ 6125 > Mitsui & Co., Ltd.
There is a possibility that high-tech stocks will drive the Nikkei Average
[Stock Opening Comment] In the Japanese stock market on the 23rd, it seems that market developments with a strong sense of stalemate will continue after a round of buying. In the US market on the 22nd, the NY Dow depreciated by 201 dollars and the NASDAQ depreciated by 31 points. In the summary of the US Federal Open Market Committee (FOMC) proceedings for the previous session announced by the US Federal Reserve (Fed), it became clear that in addition to maintaining policy interest rates at a high level over an even longer period of time, there were also participants who supported additional tightening if necessary, and profit
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＞
When Nvidia's performance exceeds expectations, these AI stocks tend to rise
Historical data shows that when Nvidia's performance is excellent, AI-related stocks such as AMD tend to rise sharply.
Balance adjustments prior to the announcement of US NVIDIA's financial results
The Nikkei Average continues to fall. The transaction closed at 38617.10 yen (estimated turnover of 1.54 billion shares), which depreciated by 329.83 yen. Ahead of the financial results announcement of US semiconductor giant NVIDIA, which is scheduled for early morning tomorrow in Japan time, sales due to holding adjustments take precedence in semiconductor-related stocks. The Nikkei Average reached a high price of 38854.99 yen, which was attached immediately after the close, and then there was a soft trend. Although there were situations where they were reluctant to go down at one point, domestic long-term interest rates rose further in the aftermath, reaching the 1.0% range for the first time in 11 years
The Nikkei Average continues to decline, and long-term interest rates reach 1.00% and real estate stocks are being sold
The US stock market rose on the 21st. The Dow average closed at 39872.99 dollars, which was 66.22 dollars higher (+ 0.17%), the NASDAQ was 16832.63, which was 37.75 points higher (+ 0.22%), and the S&P 500 closed at 5321.41, which was 13.28 points higher (+ 0.25%). Since senior US Federal Reserve (Fed) officials repeated the attitude of leaving policy interest rates unchanged for the time being, they fell after being close. At the same time, I like the view that there is little possibility of interest rate hikes and retail settlement
Does the correction in the Japanese stock market bring a good opportunity to enter the market? Analyst: Nikkei 225 Index is expected to rise 5% by the end of the year
Influenced by promising global economic and corporate prospects, analysts expect Japan's Nikkei 225 Index to rise 4.6% this year.
Resonac, Kakaku.com, etc. (added) Rating
Downgrading-Bearish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------------|----------|--------|--------|＜4041＞|Nisso | Daiwa | “2” | “3” |Target Stock Price Change Code | Stock Name | Securities Company | Traditional | After Change |------|-----------------|--------
Rating [securities companies' ratings]
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|-----------|------------|------------|＜4113＞|Taoka Chemical |Ichiyoshi | “B” | “A” |＜5406＞|Kobe Steel | Iwai Cosmo | “A” | “A” |＜6457＞|Glory | Iwai Cosmo | “B
High-tech has gone from wait-and-see to solid price movements from buybacks
[Stock Opening Comment] It seems that market developments with a strong sense of stalemate will continue in the Japanese stock market on the 22nd. In the US market on the 21st, the NY Dow rose 66 dollars and the NASDAQ was 37 points higher. Since senior US Federal Reserve (Fed) officials repeated the attitude of leaving policy interest rates unchanged, there were also scenes where they were sold. After that, in addition to the view that there was little possibility of interest rate hikes, it began to rise due to purchases that were favorable to retail companies' financial results. Also, the decline in long-term interest rates for high-tech stocks is a support material
Convertible Stock List [Parabolic Signal Convertible Stock List]
○List of trading stocks market code stock name closing price SAR Tokyo Stock Exchange Prime ＜1939＞ Yondenko 3570 3500 ＜2153＞ eJay HD 1862 1862 1801＜2217＞ Morozov 4265 4145 ＜2307＞ Crosscat 1377 1291 ＜2753＞ Amiyaki 62
US Microsoft announces PC equipped with generative AI
[Generative AI] Microsoft in the US announced that it has developed a personal computer specialized in generative AI (artificial intelligence). It has been reported that AI processing performance is up to 20 times higher than before using high-performance semiconductors mounted on terminals, and image generation software runs at high speed in addition to instantaneous translation. Also, it seems that some functions can be used even when communication is not connected. ＜6702＞Fujitsu ＜7046＞TDSE＜4011＞Headwaters ＜3993＞PKSH
Higher yields, strong demand for high-risk Japanese yen bonds
The strong issuance of yen corporate bonds shows that investors have good interest in bonds with shorter maturities and higher risk, given the uncertain prospects of how much the Bank of Japan will raise interest rates.
[Japanese stock market closes] The biggest suspense of the US stock earnings season will be revealed! The Asia-Pacific market is full of caution, and Japanese stocks closed lower
On Tuesday (21st), before the Nvidia (Nvidia) earnings report was announced, the Asia-Pacific market was full of caution. After hitting the 39,000 point level on the previous trading day, the Nikkei 225 index fell sharply.
Waiting for NVIDIA's financial results, the send-off mood gradually intensifies
The Nikkei Average fell. The transaction closed at 38946.93 yen (estimated turnover of 1.57 billion shares), which depreciated by 122.75 yen. Since high-tech stocks were bought, such as the Nasdaq Composite Index hitting an all-time high in the US market at the beginning of the week, prices mainly semiconductor-related stocks rose in the Tokyo market, and the Nikkei Average rose to 39346.15 yen soon after trading began. However, in addition to not breaking through the previous day's high price (39437.16 yen), there were sales awaiting return due to the recovery to the 39,000 yen level
The Nikkei Average falls and falls below 39,000 yen due to aggressive buyers refraining
The US stock market on the 20th was mixed. The Dow average closed at 39806.77 dollars (-0.49%) depreciated by 196.82 dollars (-0.49%), the Nasdaq closed at 16794.88, 108.91 points higher (+ 0.65%), and the S&P 500 closed at 5308.13, 4.86 points higher (+ 0.09%). Expectations for interest rate cuts have receded, and things have been mixed since they got close. Several senior US Federal Reserve (Fed) officials said, “There is still no confidence that inflation will reach the 2% target sustainably, and interest rates will be maintained for the time being
Isetan Mitsukoshi, PERSOL HD, etc. (additional) Rating
Upgrade-Bullish Code | Stock Name | Securities Company | Conventional | After Change |------|---------|---------|---------|＜9519＞|RENOVA |GS | “Selling” | “Neutral” |Target Stock Price Change Code | Stock Name | Securities Company | Traditional | After Change |------|------|---