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SoftBank has been reported to be planning to invest in a $1 trillion AI Siasun Robot&Automation industrial park in the USA.
① It is reported that Masayoshi Son is visiting the USA and may advance this project in the near future; ② SoftBank's business model involves procuring NVIDIA chips and acquiring Siasun Robot&Automation technology, then providing it to manufacturers in industrial parks; ③ The latest news also indicates that within just 4 months, the "investment pie" that Masayoshi Son presented to Trump could potentially increase from 100 billion USD to 1 trillion.
Due to concerns over Trump tariffs, temporarily fell below 37,000 yen.
The Nikkei average significantly continued to decline, closing down 679.64 yen at 37,120.33 yen (estimated Volume of 1.9 billion 30 million shares). The decline was influenced by the negative sentiment from the previous day in the USA market, following President Trump's announcement of a 25% additional tariff on imported Autos. The Nikkei average opened with a drop of over 400 yen and dipped below the key 37,000 yen level during the mid-morning session. Although there were moments to pick up on dips afterward, in the afternoon session, stocks like Tokyo Electron <8035> and Advantest <6857> were affected.
Soracom - continues to decline after signing a comprehensive agreement regarding collaboration in the IoT field with Kddi Corporation.
The market declined. Today, it was announced that Kddi Corporation has signed a comprehensive agreement regarding cooperation in the IoT field, which temporarily shifted to positive, but it lost momentum due to poor market conditions. Both companies have been collaborating in the IoT field, and based on this comprehensive agreement, they plan to expand corporate solutions with a focus on utilizing IoT and AI, develop new functions and services leveraging Soracom's cloud-native mobile core technology, and research IoT infrastructure for connected cars.
Mori Hills, Mitsubishi Motors, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <6869> Sysmex Morgan Stanley "Equal Weight" "Overweight" Target Price Change Code Stock Name Brokerage Firm Previous Change After --------------------------------------------------------- <3234> Mori Hills Daiwa 1
Selling pressure driven by declines in U.S. tech stocks and discontent with Autos tariffs is leading.
[Stocks Opening Comment] The Japanese stock market on the 27th is expected to start with a sell-off, but gradually show signs of resilience. On the 26th, the US market saw the Dow Jones Industrial Average decrease by 132 points, and Nasdaq drop by 372 points. Reports indicate that the Chinese government recommended using only Semiconductors that meet energy efficiency requirements during the construction of new Datacenters and the expansion of existing facilities, leading to sell-offs in Semiconductor stocks such as NVIDIA, which weighed on the market. Moreover, Trump
From the perspective of dividend-oriented expectations, the market has recovered to the 38,000 yen level for the first time in a month.
The Nikkei average continued to climb. It closed at 38,027.29 yen, up 246.75 yen (estimated Volume of 1.7 billion 50 million shares), recovering over the 38,000 yen mark for the first time in about a month since February 27. Following the trend of tech stocks being bought in the US market on the 25th, Semiconductors and Electronic Components were purchased, leading to the recovery of the Nikkei average over the key 38,000 yen level at the start. After the buying frenzy, a sense of stagnation became stronger, and there was a moment in the middle of the morning session where it narrowed its gains to 37,873.28 yen, but tomorrow.