AI 株価予測 20230428の状況8306MUFG
Stock Price AI Forecast - 20230428 8306MUFG
米GDPは予想より低下し、日銀は金利据え置き。米金利上昇は５／４で、いよいよ頭打ちか。金利も再降下。銀行株は暴落だが、まだレンジの中にいる。US GDP went down further than expectation, while BOJ kept easing stance. US interest rate hike may end on May 4th coming soon. JPN interest rate collapsed down as before. Japanese Bank stocks started collapsing however, they are still within the range.
一つ注目されるのは日銀のフォワードガイダンスの廃止だ。実際にかなりのインフレが生じている今、インフレを期待しろという政策は不要となったということ。これはデフレからは脱却したことを認めたことと同じだ。すなわち今後は現状位置もしくは利上げ方向に進むことを意思表示したものととらえられる。One thing to note is the abolishment of BOJ's forward guidance. Now we see considerable inflation already happening, hence there is no need to provide people impression that inflation is coming. Looks BOJ admit that deflation phase is over. This means policy from now will be interest rate hike but not interest rate easing, or, at least keeping the same level as now.
パウエルとしては「全てよし」としたいだろうが、米不動産バブル崩壊は不可避だろう。本年度末までの大暴落を待つ。Powell may wish to make all happy but US real estate bubble burst will be inevitable. Let's wait for catastrophic crush coming toward the end of this year.
3/3 limit holding at the point of weekend. Long term holding utilization is 3/3.
新値AI予測は下落。AI forecasted downward trend.
三菱商事も同様に上下。Mitsubishi went down and up as well.
長谷工も同じく。Same for Haseko.
ウクライナの兵器増強はひとまず完了した模様。５月入りしていよいよ反転攻勢が始まりそうだ。Ukraine looks now ready for weapon supply from West. Entering in May, real offensive is going to happen.
米銀株、USTU10とSPX US Banks, UST10＆SPX
米金利の今後 US FF rate forecast
JGB利回りは再度下落。現状変化なしを素直に反映。JGB yield stated to fall down again reflecting the non change of the monetary policy.
3LB Month/Week/Day
[今回予測20230428］Forecast at this time
No Change
[前回予測20230421］Previous Forecast
[今回予測20230428］Forecast at this time
No Change
[前回予測20230421］Previous Forecast
Midterm Range
下値の目途は次のようだ。Resistance of upward range trend is as below.
Midterm Range
下値の目途は次のようだ。Resistance of upward range trend is as below.
