AI 株価予測 20230721の状況8306MUFG
Stock Price AI Forecast - 20230721 8306MUFG
1000円台には留まった。インフレ率は若干の増加だったが、植田日銀は緩和継続の模様。銀行株にはマイナス。28日の日銀金利決定会合待ち。上昇レンジ下限を試す下降トレンドへ移行するか。追加投資は長期上昇トレンド下限(500円近辺)になってから。Stayed above 1000 level. Inflation has gone up a bit but Ueda BOJ implied that they will keep easing. This is minus info for bank stocks. Need to wait for 28th BOJ interest rate decision. MUFG may move to downtrend testing lower range of long term upward trend. Additional investment will be made once MUFG goes down around lower range of long term upward trend around 500.
海外投資家の買いは復活したようだ。面白いのは海外勢の上昇に合わせ、個人、年金が一貫して売り向かっていることだ。Looks foreign investor resumed investing. Interesting point is that individuals and pensions have been constantly net-selling as foreign investors constantly kept buying.
PSAVEは若干持ち直し基調。ドル円は介入開始か。PSAVE is on recovery trend while USDJPY got intervention.
3/3 limit holding at the point of weekend. Long term holding utilization is 3/3.
新値は日足・月足は変わらず。週足は上昇。AI予測は日足、週足は下落、月足は上昇。3LB advanced for day and monthly charts. But it dropped for weekly. AI forecast indicated drop for weekly and daily but upward for monthly.
三菱商事は一旦天井か。Mitsubishi might have reached its temporal peak.
長谷工も上昇。Haseko went up as well.
ウクライナはクリミア橋を一部爆破したが、影響は限定的。クラスター弾により遅々とした領土奪還が加速に転じるか。Ukraine blew up part of Crimea bridge however it has minimal impact on war. The use of cluster bomb may accelerate the recapturing of its own territories.
米銀株、USTU10とSPX US Banks, UST10&SPX
米金利の今後 US FF rate forecast
パウエルは年内のさらなる利上げを示唆したが、不動産市場の暴落に起因する米経済のクラッシュが秋口にも懸念されており、年内の利上げは起こらない可能性が高い。Powell implied another rate hike this year however, imminent real estate bubble crash may trigger whole US market this fall, making interest rate hike very difficult.
UST10とJGB10は上目線。UST10 and JGB10 yields are on upward trend.
米国逆イールドは極まりつつあり、歴史的には景気後退が近いことを示す。US 10y-2y spread has been negative implying historical economic slow down following the period.