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东电公司,25/3上调 营业利润6800亿日元←6270亿日元
东Electronics<8035>宣布对2025年3月期业绩预测进行修订。将营业利润上调至6800亿日元,从6270亿日元。在电子产业中,推出了各种搭载AI的新产品,并且新市场正处于兴起阶段。在半导体制造设备市场,为生成AI应用的存储器和先进封装设备投资明显增长,同时,中国成熟一代设备投资也在持续。针对先进一代逻辑/芯片
日经平均指数连续3天下跌,市场对特朗普未来政府的警惕感日益加强
11日美股市场继续上涨。道琼斯平均收报44293.13点,涨304.14点;纳斯达克收报19298.76点,涨11.99点。市场预期特朗普即将上台的放松监管和优先发展政策,买盘持续增加,开盘后继续上涨。随后,在退伍军人节假日,债券市场休市,消息面受限,股市根据轮动资金方式,小盘股被追捧,科技股遭抛售,纳斯达克一度出现下跌。道琼斯整日表现强劲。
飯田GHD、东瀛等(添加)评级
升级-看好代码股票名称证券公司变更前--------------------------------------------------------------<9983>第一零售JPM「中性」「超调」降级-看淡代码股票名称证券公司变更后--------------------------------------------------------------<
11月12日[今日的投资策略]
[Fisco Featured Stocks]【Material Stock】Foster Electric <6794> 1872円(11/11)Engaged in the production of speakers, audio equipment, and electronic devices. The performance forecast for the fiscal year ending March 25 has been revised upwards. The operating profit is expected to be 6.5 billion yen (an increase of 47.3% compared to the previous year). It has been raised by about 18% from the previous forecast. The strong sales of high-profit margin speakers are contributing positively. Ongoing cost improvement measures are also contributing. The year-end dividend is set at 30 yen. The previous forecast was 20 yen, and the year-end dividend for the previous period was 15 yen.【Emerging Market
云抜股票清单(第二部分)[一目均衡表·云抜股票清单]
○云下优质股票一览市场 代码 股票名称 收盘价 先行跨度A 先行跨度B东京主板 <1301> 极洋 3975 4356.25 4000<1515>日铁矿42354321.254310<1605>INPEX20082011.252085<2002>日清粉G180618621821<2154>开盘UP18962056190
云剪掉品种清单(第1部分)[一目均衡表·云剪掉品种清单]
●云上突出的股票列表市场 代码 股票名称 收盘价 前行SpanA 前行SpanB 东证主板 <1814> 大益建 1648 1642.75 1570 <1952>新日空调 3910 3523.75 3832.5 <2207>名糖产 1917 1864.75 1909.5 <2429>世界HD 2050 1972.5 1870 <2491>V商务 1118 1