Stock Talk Kabushiru 6月7日のマーケットライブ/展望【金利上昇でも米ナスダック上昇、半導体主役でない背景が今後の下支えになる】

Hello! This is Sakaguchi from Kabu Talk.

Market Outlook and Investment Stance

Short-term, Medium-term, Long-term

※ Content to know the current market, understand the market from a medium-to-long-term perspective, and identify stocks that move in the short term.

On the 6th week and before the 7th day opening, we will send the live broadcast/analysis URLs and notable news URLs.

JPMorgan's Casman does not forecast a recession — contrasts with Dimon - Bloomberg

Chinese authorities preparing to end investigation into Didi — ADR surge - Bloomberg

Two airlines show maximum hedge gains of 113.1 billion yen; fuel costs restrained: Nikkei

Amazon stock rises, becomes affordable for individual investors due to stock split - Bloomberg

Featured stocks are international quality-type, not flashy high-tech, but old-school high-tech stocks.

Will SoftBank Group (9984) move on reports that Didi Global's investigation is nearing its end? Public stocks, consumer-related, etc.

Commentary

Today’s Tokyo Stock Exchange session is expected to be led by movements related to the weekend’s SQ, affecting individual highs and lows, but the overall mood seems to be favoring a rebound past the 28,000 level for the Nikkei Stock Average, which is a positive sign.

At the start of next week, the New York Stock Exchange is expected to show only a slight rebound, and for Japanese stocks this does not set a follow-up mood.