[Rhagwelediad stoc Ryuichiro Kitahama! ]─ Focus on “ChatGPT”, the core technology that causes creative destruction! | State of the market – stock search news

Stock Advisor Ryuichiro Kitahama

Focus on “ChatGPT”, the core technology that causes creative destruction!

We are waiting for the US financial crisis to subside…

The US Federal Open Market Committee (FOMC) meeting on March 21-22 was expected to continue raising interest rates by 0.25%.

With this alone, the stock market could have welcomed highs, but that is not the case. Did you want rate rises to stop? If so, that would be too greedy.

Silicon Valley Bank went bankrupt (SVB Financial Group, which was a holding company)bankruptcy), and it is only natural that we cannot lower interest rates just because it spreads to other banks. Given the inflation rate, an interest rate hike of 0.25% would be an inevitable choice, but the market reaction was “No.” To be honest, I was disappointed, but I can understand the market’s concerns.

Beverly Hills, California-based US regional bank Pacific Western Bank (PacWest) recently announced that it has raised $1.4 billion (about ¥185 billion) from investment firm Atlas SP Partners.

This means that he was in a critical situation until just before that. The bank has lost 20% of its deposits since the end of last year, or $6.9 billion, of which around $4.9 billion is in its venture banking arm. Deposit levels are said to be “stable,” and while the immediate crisis appears to have been overcome, it is unclear whether the company will be able to recover in the future.

So, in the US market on the 23rd, bank stocks had a heavy upside. While the three major NY indexes Dow, Nasdaq, and S&P500 rose, major bank stocks fell in the latter stages.

This appears to be due to concerns that another bank may follow Pacwest, and for now, bank stocks have become difficult to access.

As a result, it has become difficult for domestic bank stocks to rise, and we have no choice but to wait until the sense of sanity about the financial crisis subsides.

In the future, the US Federal Reserve Board (FRB) can be expected to reduce the degree of interest rate increases, and it is important to remember that this could have a negative impact on the Tokyo market.

A reduction in the rate of increase in US interest rates will cause the dollar to weaken and the Yen to strengthen. The current Tokyo market is very vulnerable to the rise of the yen, and if the yen rises even a little, the overall momentum will soon be lost, and it will neither rise nor fall.

Focus on innovation in the Internet world

This is especially true for large stocks, so I would like to avoid large stocks here and focus on innovation in the Internet world. It will be … specifically “ChatGPT”.

To be honest, I’ve been obsessed with “ChatGPT” lately. I’m still in the process of figuring out how to use it, but I can’t help but stay up late because I can enjoy it as if it were a game.

When I asked him, “Tell me three famous haiku poems by Buffett,” he was introduced to tanka by someone else, not Basho. , “Tell me about Peter Lynch’s investment law points,” you will receive an appropriate reply immediately. . I reprinted it on my blog and presented a test use, but there are many companies that already use it in the business field.

So, let’s pay attention to related stocks again. Specifically, first, a local consumer [東証P]come This company has already started to provide AI chat systems to companies, but its biggest strength is that it provides chatbots with an automatic response generation function using artificial intelligence from OpenAI, the developer of ChatGPT. As a result, we will continue to expand our service offerings. Stock prices are expected to continue to rise.

tripla is strong in building reservation systems for pubs, hotels, etc. [東証G]It announced its financial results for the first quarter of the financial year ending October 2023 (November 2022-January 2023) on March 13. The stock price plunged because the ordinary income growth rate was only 20% against the full-year plan, but the company also provides an AI chatbot system, so as recognition spreads in the future, the stock price may regain a sexiness high.

The stock price has fallen now and it seems that it will take some time to recover, but pluszero [東証G]also focuses on building and delivering an AI dialogue system, which can be seen as a pillar of earnings.

ChatGPT is mainly used for text, but it can be seen that voice usage will increase in the future. Then, Advanced Media, which is strong in speech recognition and text conversion [東証G]It’s time to go. The stock price has just started to rebound with a dip, and I would like to keep an eye on it.

Finally, apart from ChatGPT, Abalance remains strong in photovoltaic panel manufacturing in Vietnam [東証S]I want to pay attention to

March 24, 2023 Diary

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