バラエティ 動画 Miomio Miomio.guru - モーサテ 2024年8月29日
バラエティ 動画 Miomio Miomio - モーサテ 2024年8月29日
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00:00Triple beef
00:02Good morning
00:27Good morning
00:29Good morning
00:59Next is the sector-by-sector fall rate. The top increase rate is in the financial sector. Information technology and general consumables have declined.
01:08And the exchange rate is currently trading at 144 yen, 62,000 to 63,000.
01:15First, breaking news.
01:19NVIDIA's May to July calculations were announced earlier.
01:25They have increased by more than twice from a year ago, and the future outlook is also better than expected.
01:32NVIDIA's May to July sales and net profits have also increased by more than twice from a year ago, and the one-time profit after adjustment is also better than expected.
01:44The sales of semiconductors for visual data centers are 2.5 times higher than the previous year.
01:54Sales from August to October were about $3.25 billion, which exceeded market expectations, but were not strong enough.
02:06In addition, NVIDIA has made it clear its policy to buy self-driving cars for $500 billion.
02:12Today, we will hear from Mr. Takuya Matsutani of DLI North America, a New York-based studio.
02:20Good morning, Mr. Matsutani.
02:22Good morning.
02:24How has the market responded to NVIDIA's calculations announced earlier?
02:29The sales of May to July have increased by more than twice from a year ago.
02:35The sales of NVIDIA's May to October were about $3.25 billion, which exceeded market expectations, but were not strong enough.
02:42However, it was seen that there were many people who had stronger expectations, and the stock price fell by more than 1.7% over time.
02:51The market is paying attention to what Fuan CEO will say about the details of the next-generation semiconductor Blackwell mass-produced knowledge.
03:02What are the points to be considered in the future?
03:07In today's NVIDIA calculations, it was shown that the demand for investment in AI is active as before,
03:15but it is necessary to determine whether the growth of productivity and economic growth that suit large investments will really be realized.
03:23Many experts and companies, including Fuan CEO of NVIDIA, believe that AI will lead the next industrial revolution,
03:31and by reaching low productivity companies, it will improve the overall efficiency of the economy and support long-term economic growth.
03:40On the other hand, Professor Asamoglu of Massachusetts Institute of Technology claims that the influence of AI on the economy should not be underestimated.
03:48According to his research, the effect of AI on the productivity of workers is limited, and it is predicted that in the next 10 years, economic growth will be less than 1%.
04:00In addition, the risk of excessive investment in AI causing a bubble and the competition around the AI market may threaten the stability of society.
04:10There is still a lot of uncertainty about the impact of AI on the economy, and there is a mix of optimism and skepticism.
04:18I believe that the development of AI as a result of the advancement of practical use will be an important point for NVIDIA and future AI-related companies.
04:31I see. We will hear from Mr. Matsutani later.
04:35Let's move on to other markets.
04:37This is the latest.
04:39Around 10 years ago, it was 3.838%, and 2 years ago, it was 3.865%.
04:46Next is the product.
04:48New York's crude oil is declining, and so is gold.
04:53This is the European market.
04:55The UK has fallen slightly.
04:57Germany has rebounded and has set a high of about three and a half months.
05:02France has rebounded.
05:04The end is at the top of the screen.
05:0838,140 yen.
05:10That's all for the market.
05:13Let me introduce this morning's guests.
05:16Mr. Daiji Aoki of UBS Sumitrust Wealth Management.
05:21Nice to meet you.
05:23And Mr. Hideyuki Ishiguro of Nomura Asset Management.
05:28Nice to meet you.
05:29Mr. Ishiguro, just a moment ago,
05:32NVIDIA announced their budget for the May to July period.
05:35As I told you, it has increased by more than twice from a year ago.
05:39And the outlook for the future is also better than expected.
05:43However, it seems that the time-out trade has decreased considerably.
05:46That's right.
05:48I think that the number itself exceeded expectations and was a very good budget.
05:53On the other hand,
05:54NVIDIA has recently strengthened its return on investment.
05:58From the perspective of an investor who expected a high return on investment,
06:02it may have been a little insufficient.
06:05However, with the recent adjustment of the market in August,
06:10for example, the Sox index of the U.S. semiconductor
06:13has expanded to about 29 times the PR, which is the current investment level.
06:19In other words, the PR has fallen to about 25 times.
06:22So, I think it's a situation that has been adjusted from a significant drop.
06:29If you think about it calmly,
06:31it is said that the sales of the world will increase by about 20 times in the next 9 years.
06:41In the short term, Microsoft, Alphabet, and Amazon
06:45are also in a situation where they are further stacking up AI equipment investment.
06:48So, I think it's not bad for the investment environment.
06:53I think future meetings and comments are very important.
06:56First of all, for the market, this budget is one of the safe materials.
07:00That's right.
07:02I think it passed without a hitch.
07:05Yes, I understand.
07:07Let's continue with the news.
07:09From May to July, the medical company ABACLON B&H
07:14has increased revenue by 2.3 times from a year ago.
07:19In addition, in January of 2025,
07:22it also raised the sales increase investment.
07:25However, it showed a cautious view that the business environment is more opaque.
07:30In addition, the sales increase investment did not reach the high expectations of the market,
07:34and the stock price fell by 17%.
07:37In addition, the sports goods sales chain Foot Locker
07:41showed a positive increase in the stock price for the first time in 6 and a half quarters.
07:45The demand for the new school season was strong,
07:48and the overall sales price exceeded the market expectations,
07:51but the red line is widening.
07:54The stock price fell by 10% after the announcement of the settlement.
08:00The stock price of the U.S. server king, Super Micro Computer, fell by 28%.
08:06However, it fell by 19%.
08:09It was disappointing to see that the announcement of the annual report of 2024 was postponed.
08:16The U.S. investment company Hindenburg
08:19claimed that it was doing accounting operations the day before,
08:24and it is clear that it is selling Super Micro Co., Ltd. empty.
08:30On the 28th, the Israeli army
08:32announced that it had begun military operations against terrorism
08:36in Jordan's West Bank, Jenin and Torkalem.
08:39According to Palestinian media,
08:42ground troops attacked urban areas and refugee camps from the night of the 27th,
08:47and at least 10 Palestinians died.
08:50The Israeli army also shelled refugee camps near Torkalem on the 26th,
08:56killing five people.
08:59In the U.S., the price of FRB is falling,
09:02and the pressure on yen is likely to increase,
09:05but will it be the opposite for Japanese stocks?
09:08This is Mr. Ishiguro's commentary.
09:28It's a great catch, isn't it?
09:31The company is in a good shape, but I don't have a successor.
09:34President, a letter for you.
09:36Reiman Foundation, which is free of charge,
09:39is going to close its business in M&A.
09:43There is a reason to be chosen.
09:46M&A
09:49Capital Partners
09:51Buy land, lend land.
09:54They don't build their own buildings or own them.
09:56They lend land to supermarkets, home centers, drugstores,
10:00home appliances, logistics warehouses, hotels, sports clubs,
10:03nursing homes, old people's homes, hospices, etc.
10:06They lend their land to real estate investors and individuals
10:10as real estate investment products.
10:13That's the real estate business.
10:16Business Real Estate
10:18Real Estate Company