When the electric vehicle era opens again, sales of secondary battery companies

When the electric vehicle era opens again, sales of secondary battery companies will soar.

Semiconductors adjust, secondary battery and financial stocks strengthen, and K dissipation

Despite the strong performance of U.S. semiconductor companies yesterday, semiconductor companies weakened as the Japanese stock market was adjusted. Japan fell 1.23% as automobile and semiconductor stocks fell at the top of the market. Due to this effect, the automobile and semiconductor industries also fell in our stock market. It hurts a little because it's my main business.

Samsung SDI led the rise in secondary batteries, which rose today, in relation to the commercialization of 4680 batteries and all-solid-state batteries. The InterBattery 2024 event is taking place, although there is less interest than before. At the event, Samsung SDI announced that it is ready to mass-produce 46-pie batteries and that it is adjusting the timing with its customers. All-solid-state batteries also rose 13 percent, announcing that it plans to mass-produce them by 2027. Mass-production is good, but the key is whether the yield will come out well.

Financial stocks ended higher on expectations of first-quarter earnings along with the value-up program. It has just been paid off, but you will be able to receive another quarterly dividend after your first-quarter earnings. There will also be additional announcements of the value-up program in May, and it seems to be rarely adjusted.

These days, there is another sector where foreigners are hooked. It is defense. If you look at the supply and demand of Hanwha Aerospace and LIG Nex1, the net purchase of foreigners is very strong. K-bangsan is showing tremendous power in the stock market.

When you see falling stocks, you get a lot of anxiety. But the anxiety of holding stocks that have risen a lot is also not easy. When approaching stocks that have risen a lot, you must obey the market and avoid more anger. Seeing the return on accounts that had been rising day after day fell for the first time in a long time, I thought I should respond well.

Nasdaq futures are falling, and I hope everything is fine tomorrow.