AI 株価予測 20230804の状況8306MUFG
Stock Price AI Forecast - 20230804 8306MUFG
利上げ効果は月曜で剥落、調整の１週間だった。四半期決算は予想通りで波乱なし。材料出尽くしで大きく下がることもなかった。The positive impact of YCC abolishment faded away quick on Monday leaving down trend for the rest of the week. There were no surprise for Aug 2nd MUFG Qtr result as well as for Aug 4th MTC result. There were no massive 'sell on news' neither.
米株は、リモートワーク定着による商業用不動産の暴落が、いまだ株式市場に織り込まれていないのが最大の懸念材料。The biggest worry of US stock is the crash of US commercial real estate due to remote work, that is not really considered in the market still.
根底には中国の不動産崩壊もある。中国マネーの縮小が、世界の商業用不動産の下落に拍車をかける。Underlying impact is coming also from crash of Chinese real estate market. The shrinkage of China money will accelerate the further crash of commercial real estate market globally.
米株の急落とともに世界株式が暴落するのも、ここ数カ月以内に起こるだろう。９月末の配当を待たずして起こる可能性もある。The world wide stock market crash stemming from US market crash will happen in few months. It can happen before the dividend day in Sep end.
海外投資家の買いは継続。Looks foreign investor is still investing.
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.
QTは一旦停止のようだが、マネーストックは下落基調。QT looks in halt while money stock is on down trend.
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.
三菱商事は利上げにより下落。Mitsubishi dropped due to rate hike.
長谷工は金利上昇懸念から下落。来週９日は決算日で大荒れだろう。Haseko went down due to worry of rate hike. Next week 8th is a Q1 result day that may followed by big volatility.
ウクライナの反転攻勢はロシアの抵抗が強いため非常に遅い。西側の支援が永遠に続くとすると、何時かはロシアは敗退するだろう。来年の米大統領選でトランプが返り咲くとロシアに有利になることが懸念される。Ukraine's counter offensive is very slow due to heavy resistance of Russian occupation army. As long as west array's support continues, Russia will lose sometime in future. Now worry is that the resumption of Trump administration at US presidential election next year may drive Russia in good position.
米銀株、USTU10とSPX, NKY US Banks, UST10＆SPX, NKY
NKYもSPXも暴落目前ムード満載のチャート。だが、現状ではまだ、米商業用不動産破綻、中国経済破綻から来る経済不安をベースとした大暴落には少し早すぎるだろう。それは、まだ米国ドルのイールドカーブの１０Ｙ－２Ｙが未だマイナスだからだ。暴落はこれがプラ転してから始まるのが常だ。NKY as well as SPX chart is telling that crash is imminent. However it will be a little bit early to be a real crash that originates from US commercial real estate crash as well as China economic crash. It is because US 10Y-2Y yield is still negative. Real crash normally comes after 10Y-2Y comes back to positive number.
NKYもSPXも暴落目前ムード満載のチャート。だが、現状ではまだ、米商業用不動産破綻、中国経済破綻から来る経済不安をベースとした大暴落には少し早すぎるだろう。それは、まだ米国ドルのイールドカーブの１０Ｙ－２Ｙが未だマイナスだからだ。暴落はこれがプラ転してから始まるのが常だ。NKY as well as SPX chart is telling that crash is imminent. However it will be a little bit early to be a real crash that originates from US commercial real estate crash as well as China economic crash. It is because US 10Y-2Y yield is still negative. Real crash normally comes after 10Y-2Y comes back to positive number.
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はインフレ亢進鎮静化で利下げ目線。JGB10はYCC解除で利上げ目線。UST10 is on uptrend due to calming down inflation, while JGB10 yield is uptrend due to abolishment of YCC.
3LB Month/Week/Day
[今回予測20230804］Forecast at this time
No Change
[前回予測20230728］Previous Forecast
[今回予測20230804］Forecast at this time
No Change
[前回予測20230728］Previous Forecast
Midterm Range
一応レンジに収まっている。買い出動は最低でもレンジ下限、８００近辺にならないと考えられない。Still within the range. Reaching lower range of 800 level is the minimal condition to make another purchase.
Midterm Range
一応レンジに収まっている。買い出動は最低でもレンジ下限、８００近辺にならないと考えられない。Still within the range. Reaching lower range of 800 level is the minimal condition to make another purchase.
