[NYDow・Nasdaq・CME (table)] NYDOW: 38,571.03, -115.29 Nasdaq: 16,828.67, +93.65 CME225: 38,650, -290 (compared to TSE) [NY market data] On May 3, the NY market was mixed. The Dow ended trading at 38,571.03, down 115.29 dollars, while the Nasdaq closed up 93.65 points at 16,828.67. The ISM manufacturing index for May unexpectedly declined, and prices paid also fell, which was bought on expectations of interest rate cuts and rose after the opening. However, the Dow turned to selling throughout the day as concerns about a slowdown in economic growth emerged and remained sluggish. On the other hand, the Nasdaq remained solidly supported by purchases due to the recovery of NVIDIA in the semiconductor industry and the anticipation of lower interest rates, and closed mixed. By sector, semiconductors and semiconductor manufacturing equipment, pharmaceuticals and biotechs rose, while energy declined. The Chicago Nikkei 225 futures settlement value was 38,650 yen, down 290 yen from the Osaka daytime session. In the ADR market, Yucho Bank <7182>, Japan Post <6178>, Recruit HD <6098>, Fujifilm <4901>, Mitsui Fudosan <8801>, Terumo <4543>, Komatsu Manufacturing <6301>, etc. fell, and selling was dominant overall.
On the 27th, the NY market slightly extended its gains. The Dow closed at 39,164.06, up 36.26 points, and the Nasdaq index closed at 17,858.68, up 53.53 points. The opening was down. Poor corporate earnings from companies such as Micron and Walgreens Boots Alliance chilled investor sentiment. While waiting for the announcement of the May PCE price index, which the FRB emphasizes, a skeptical view arose regarding the sustainability of the artificial intelligence (AI) boom due to Micron's insufficient outlook, and semiconductor stocks such as Nvidia were sold. On the other hand, buying continued for major high-tech stocks such as Amazon.com and Apple, whose market capitalization reached $2 trillion the previous day, supporting the market. In terms of sectors, retail and real estate rose. Semiconductor and manufacturing equipment declines were prominent, and various financials and food/lifestyle necessities fell. The Chicago Nikkei 225 futures settlement price was 39,570 yen, up 160 yen from the Osaka daytime comparison. On the ADR market, Sumitomo Corporation <8053>, Japan Tobacco Inc. <2914>, Advantest <6857>, Tokio Marine HD <8766>, Bridgestone Corporation Unsponsored ADR <5108>, Komatsu <6301>, SoftBank G <9984> and others rose, and buying was dominant overall.
Nasdaq;17858.68;+53.53
CME225;39570;+160 (compared to the Osaka Stock Exchange)
[NY market data]
On the 27th, the NY market slightly extended its gains. The Dow closed at 39,164.06, up 36.26 points, and the Nasdaq index closed at 17,858.68, up 53.53 points. The opening was down. Poor corporate earnings from companies such as Micron and Walgreens Boots Alliance chilled investor sentiment. While waiting for the announcement of the May PCE price index, which the FRB emphasizes, a skeptical view arose regarding the sustainability of the artificial intelligence (AI) boom due to Micron's insufficient outlook, and semiconductor stocks such as Nvidia were sold. On the other hand, buying continued for major high-tech stocks such as Amazon.com and Apple, whose market capitalization reached $2 trillion the previous day, supporting the market. In terms of sectors, retail and real estate rose. Semiconductor and manufacturing equipment declines were prominent, and various financials and food/lifestyle necessities fell. The Chicago Nikkei 225 futures settlement price was 39,570 yen, up 160 yen from the Osaka daytime comparison. On the ADR market, Sumitomo Corporation <8053>, Japan Tobacco Inc. <2914>, Advantest <6857>, Tokio Marine HD <8766>, Bridgestone Corporation Unsponsored ADR <5108>, Komatsu <6301>, SoftBank G <9984> and others rose, and buying was dominant overall.