AMD Slides as HSBC Downgrades on Nvidia Worries
Kyocera Corporation Sponsored ADR, Toyota, ETC [List of stock-related materials from the newspaper]
*Kyocera Corporation Sponsored ADR <6971> will start mass production of a new electronic mirror next year, providing clear imagery from rear automotive cameras (Nikkankogyo 1st page) - ○ *Toyota <7203> Woven City will open this autumn, with Chairman Toyoda saying, 'Welcome companions from around the world' (Nikkankogyo 1st page) - ○ *Sony Group Corp <6758> Sony-Honda Mobility has begun accepting reservations for a new EV at 14 million yen, with deliveries expected next mid-year (Nikkankogyo 1st page) - ○ *Panasonic HD <6752> PanaEnergy is expanding its power supply for DC aimed at North America, expecting revenue of 250 billion yen by fiscal 2030 (Nikkankogyo 1st page) - ○
Bank of America Upgraded to Buy HSBC, UBS; Truist Raised to Buy at HSBC
Against the backdrop of rising US high-tech stocks, a recovery to the milestone of 0.04 million yen.
The Nikkei Average significantly rebounded, ending the trade at 40,083.30 yen, a rise of 776.25 yen (estimated Volume of 1.9 billion 60 million shares), recovering the significant level of 0.04 million yen for the first time in three trading days since December 27 of last year. In the previous day's USA market, semiconductor stocks, particularly major players like NVIDIA and Micron Technology Inc, were primarily bought. Following this trend, high-tech stocks with substantial index impacts led the way, pushing the Nikkei Average up to 40,288.80 yen before the midday break.
The market opened with a significant drop, but some sectors in high technology remained strong.
The Nikkei average fell significantly, closing down 587.49 yen at 39,307.05 yen (estimated Volume 2 billion 10 million shares) on the first trading day of the new year. It started the day by rebounding, following the rise in U.S. stocks led by technology on the 3rd, and briefly climbed to 39,993.50 yen, approaching the key level of 0.04 million yen. However, buying did not continue, and profit-taking Sell activities gradually spread. Additionally, the rise in domestic long-term Gold rates weighed on the market. The decline exceeded 500 yen by the end of the morning session, and by the middle of the afternoon session, it was at 39,232.
The Technology Spring Festival Gala is here! Understand CES 2025 in one article, what is the market most concerned about?
In terms of keynote speeches, focus on NVIDIA, AMD, Samsung, and Toyota; in the industry sector, it is expected that AI and Autos will continue to be popular, while Siasun Robot&Automation, displays, and smart home appliances will also be focal points of public interest.
IShares MSCI EAFE ETF Options Spot-On: On January 2nd, 202.43K Contracts Were Traded, With 1.39 Million Open Interest
On January 2nd ET, $iShares MSCI EAFE ETF(EFA.US)$ had active options trading, with a total trading volume of 202.43K options for the day, of which put options accounted for 64.7% of the total
Without the Largest 6 Stocks, Indices Would Have Returned Much Less – Here Is How Much
Meridians: It is expected that this year there will be around 6,000 mortgage applications for pre-sale flats in Hong Kong, challenging the highest level in nearly five years.
Cao Deming stated that all Banks have begun to compete for mortgage Business in the first quarter of this year, and the disparity in the market share of the Banks may have an opportunity to be readjusted.
IShares MSCI EAFE ETF Options Spot-On: On December 31st, 105.31K Contracts Were Traded, With 1.43 Million Open Interest
On December 31st ET, $iShares MSCI EAFE ETF(EFA.US)$ had active options trading, with a total trading volume of 105.31K options for the day, of which put options accounted for 58.58% of the total
Japanese stocks continue to soar in 2024: the Nikkei/Yen hits a new year-end closing high, with a total increase of nearly 20% for the year.
① In 2024, the Nikkei 225 Index closed at 39,894.54 points, marking the highest annual closing level in history, surpassing the record set in 1989; ② The Nikkei 225 Index rose by 6,430.37 points throughout the year, up nearly 20% year-on-year, continuing significant growth for two consecutive years; ③ Analysts expect that the outlook for Japan's corporate giants and investor confidence will bolster the performance of Japanese stocks next year.
Breaking through the shadow of the bubble! The Nikkei 225 Index is about to complete a 35-year comeback.
① The Nikkei 225 Index closed at 40,281.16 points on Friday, with a year-to-date increase of 20.37%, expecting significant growth for the second consecutive year, possibly closing above 40,000 points for the first time by year-end; ② The rise in the Japanese stock market is driven by the "Santa Claus rally," positive outlook for corporate giants, merger news among automotive giants, and Toyota Motor's plan to increase ROE.
There is a shift away from large vehicles in the USA, which benefits Asian manufacturers.
[EV] Due to the high prices of automobiles and rising interest rates, it has been reported that among Americans, more people believe that bigger is not always better when considering purchasing a vehicle. As costs rise, some automobile buyers seem to be considering sacrificing size and interior space to keep monthly payments lower. <7203> Toyota <6758> Sony Group Corp <6752> Panasonic HD <3
Expectations for inflow of funds with the practical entry into the market in 2025.
[Stock Opening Comment] On the 27th, the Japanese stock market is expected to show a strong buying sentiment despite the limited number of market participants. The U.S. market on the 26th, following Christmas, saw the Dow Jones Industrial Average rise by 28 dollars and Nasdaq decline by 10 points. Amidst a lack of movements after the Christmas holiday, enduring buying expectations for a Christmas rally as we approach the year-end have solidly supported the lower prices. The Chicago Nikkei 225 Futures was 39,700 yen, up 210 yen compared to Osaka. The exchange rate stood at 157 yen per dollar.
U.S. stock market close | The three major Indexes had mixed performances, with the Dow rising for five consecutive days; Drone Concept stocks surged, with SES jumping 100%; Apple continued to reach new highs, with its Market Cap approaching 4 trillion dol
After the Christmas holiday, trading is quiet. The S&P and Nasdaq briefly turned positive, with Apple reaching a new high and its Market Cap approaching 4 trillion dollars. Tesla fell by 1.8%, NVIDIA's decline narrowed, Broadcom rose over 2%, Drone concept stocks surged, the Chinese concept index rose by 0.9% at one point, Ideal Autos increased by more than 9%, and Kingsoft Cloud rose over 14%.
IShares MSCI EAFE ETF Options Spot-On: On December 26th, 112.52K Contracts Were Traded, With 1.36 Million Open Interest
On December 26th ET, $iShares MSCI EAFE ETF(EFA.US)$ had active options trading, with a total trading volume of 112.52K options for the day, of which put options accounted for 74.21% of the total
The three major U.S. stock index futures fell collectively, while Toyota Motor rose over 9% in pre-market trading | Highlights for tonight.
① Toyota Motor's shares rose over 9% in Pre-Market Trading, as the company is reportedly planning to increase its ROE to 20%; ② Sources indicate that Alibaba and E-Mart will establish a $4 billion E-Commerce joint venture in South Korea; ③ The plan for Nippon Steel to acquire United States Steel has been postponed until March next year.
With limited participants, export stocks are leading the market.
The Nikkei average continued to rise significantly, closing at 39,568.06 yen, up 437.63 yen (with an estimated Volume of 1.9 billion 60 million shares). With European and American markets closed, market participants were limited and the day started slightly lower. However, as the yen temporarily weakened to around 157 yen per dollar, export stocks such as Automobiles were actively bought, and the Nikkei average even extended its gains to 39,592.28 yen towards the end of the afternoon session. Additionally, as the final trading day for year-end settlements approached, individual tax-saving sell-offs also peaked.
Tesla's Market Cap accounts for half of the Global Autos industry! In 2025, autonomous driving will迎来 the ChatGPT moment; how will the competitive landscape evolve?
The Pacific Securities believes that the next three years are a critical phase for the intelligent upgrade of Electric Vehicles, with Tesla being the core driving force. By 2025, Tesla's FSD is expected to gradually reach a turning point globally, driving the New energy Fund industry into a truly intelligent era. Under the catfish effect of Tesla, leading Electric Vehicle companies domestically and internationally are expected to accelerate intelligent applications, thus opening up demand space.
Despite the absence of Overseas investors, a solid development is underway.
The Nikkei Average rebounded, finishing at 39,130.43 yen, up by 93.58 yen (with an estimated Volume of 1.7 billion 60 million shares). Buoyed by the previous day's rise in U.S. tech stocks, buying began early, pushing the Nikkei Average up to 39,180.59 yen shortly after the open. However, with European and American investors entering the Christmas holiday, market participation was low, leading to a shift to a negative trend due to position adjustments, with the index dropping to 38,927.16 yen during the middle of the morning session. The afternoon session saw a market environment characterized by strong stagnation.