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BREAKING: Dow futures extend losses to 350 points after weaker than expected Q1 2024 GDP data. Interestingly, this is the first time that markets have fallen on weak economic data. In the past, weak economic data meant more rate cuts which was "bullish." Now, we have rising inflation with weakening economic data. This means higher for longer is returning into a weaker economy. That doesn't sound like a "soft landing." 速報:2024年第1四半期のGDPデータが予想を下回ったことを受けて、ダウ先物は350ポイントの下落に拡大。 興味深いことに、弱い経済データにより市場が下落したのは今回が初めてだ。 過去には、弱い経済データはさらなる利下げを意味し、「強気」だった。 現在、経済データは悪化し、インフレが上昇しています。 これは、より長期にわたる高騰が、より弱い経済に戻ることを意味します。 それは「ソフトランディング」のようには聞こえません。
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ORANGE COUNTY, Calif., April 23, 2024--(BUSINESS WIRE)--Virgin Galactic Holdings, Inc. (NYSE: SPCE) ("Virgin Galactic" or the "Company") today announced that it will report its financial results for the first quarter 2024 following the close of the U.S. markets on Tuesday, May 7, 2024. Virgin Galactic will host a conference call to discuss the results that day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). 発表おせーよ
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@Tesla_Megapack 2024/4/23 Last Tuesday night, battery storage became the largest source of supply to the California grid for the first time, discharging over 6GW あくまで瞬間ですがカリフォルニアの電力提供天然ガス火力を超えメガパックが原子力六基分のエネルギー供給をしたようです。
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おっしゃる通りです。 Sales in Japan were down by 45%, reflecting the base effect of the supply of Ronapreve to the government in the first quarter of 2023.
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5/13(月)の決算発表時に今後のスケジュールと見込み等の発表に期待しています。 Brighter, low-energy OLEDs are going into production this year – but they won’t be coming to TVs just yet Tech Radar Story by Carrie Marshall The best OLED TVs are about to get a whole lot better. A new panel technology known as eLEAP will officially go into production later this year, according to FlatpanelsHD. Although it won't be going into any big-name TVs at first, the new screen technology promises to deliver brightness in excess of 3,000 nits and improved durability, which means that it could make screens last longer, helping to cut down on e-waste. eLeap was developed by Japan Display (JDI), which is a firm that was created by the merger of the display businesses of Sony, Toshiba and Hitachi. And while we first started reporting on it in 2022, it's only just starting to ramp up production with plans to expand this to the mainstream market in late 2024. Although no consumer brands have yet announced plans to use the new tech, the panels are likely to appear in laptops first, with one of the first panels being a 14-inch OLED for portable computers. That'll deliver peak brightness of 1,600 nits, but even brighter panels are imminent. What is eLeap OLED? eLeap – it's an extremely tenuous acronym for "environment positive lithography with maskless deposition, extreme long life, low power and high luminance" – uses light to transfer patterns in the manufacturing of integrated circuits, a process that can deliver increased brightness and increased durability too, which is great news for cutting down on e-waste. This is the first OLED technology to use such a process, and according to Japan Display the production process is currently six months ahead. In the eight months before launch, JDI says it's already achieving production yields of 60%. The higher the yield the more efficient the production and the lower the cost. According to JDI, it will supply eLeap panels "for use in a wide array of end-use applications, including smartwatches and wearables, smartphones, notebook PCs, and automotive displays". TVs are currently conspicuous by their absence, however. That's because the manufacturing capacity isn't there yet to produce larger panels: JDI's plant for that is not expected to be online until 2027.
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Palantir Technologies Inc. (NYSE: PLTR) announced today that results for its first quarter ended March 31, 2024 will be released on Monday, May 6, 2024, following the close of U.S. markets. Palantir will host a webcast to discuss its results at 3:00 PM MT / 5:00 PM ET. 決算5/6ね。 いつのまにかマーケットクローズ後の決算発表が定着したみたいね。 ひと昔前はマーケットオープン前だったのに。
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United Kingdom's stock exchange, FTSE 100, hit an all-time high for the first time in more than a year 英国の証券取引所FTSE100が1年以上ぶりに史上最高値を更新 午後5:29 · 2024年4月23日
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今年のな 12月からな 茂原でeLEAPの量産に入るらしいけどな その前にな 10月末に蕪湖市との本契約の発表やな 駄目なら茂原に量産ラインを増設するんかな その方が ええような気もするけどな 知らんけど Japan Display to debut alternative eLEAP OLED displays later this year HDTVtest By Mike Wheatley - 23 April 2024 Japan Display has revealed that its much-vaunted eLEAP OLED technology is ready for mass production, and it will launch its first displays ahead of schedule. It’s aiming to deliver its first products by the end of the year, targeting laptops, smartphones and wearable devices initially. The eLEAP OLED technology is an alternative to regular RGB OLED, LG Display’s WRGB OLED and Samsung Display’s QD-OLED, and it has been created by Japan Display, which is a joint venture between Sony, Toshiba and Hitachi’s display panel-making business. The company first revealed eLEAP OLED back in May 2022, making some impressive claims such as its ability to deliver twice the peak brightness of other OLED variants, twice the efficiency and three-times longer lifespans. The key advantage of Japan Display’s eLEAP is its larger aperture ratio, which refers to how much of the space in each OLED pixel can be used to generate light. The larger the space devoted to producing light, the brighter the pixel will be. With conventional OLED displays, the aperture ratio is a mere 28%, but with eLEAP, Japan Display says it has expanded this to 60%. It's not clear how eLEAP stacks up to the most recent generation of OLED displays, however. The term eLEAP is an abbreviation of the tongue twisting technical verbiage “Environment positive, Lithography with maskless deposition, Extreme long life, low power, and high luminance, Any shape Patterning”. It’s the first OLED display that uses photolithography techniques for maskless deposition, which also contributes to the higher brightness and longer lifespan. The company promised to commence mass production of eLEAP displays in 2025, but today’s announcement indicates that it is well ahead of that original schedule. In a statement, Japan Display explained that it first began test production in October 2023 and is now ramping up for eLEAP mass production at its G6 fab in Mobara, Japan, by December 2024. “The production ramp is well ahead of plan: eight months ahead of launch, JDI has already achieved a production yield of over 60%, underscoring that JDI has successfully overcome the key technical hurdles for launch,” the company stated proudly. “JDI will supply eLEAP for use in a wide array of end-use applications, including smartwatches & wearables, smartphones, notebook PCs, and automotive displays.” The G6 fab in Japan is one of a couple that will ultimately start mass producing eLEAP OLED displays. Last year, Japan Display announced it had formed a strategic alliance with a Chinese display maker called HKC, in order to construct what it says would be “world-class eLeap fabs” in China. FlatPanels HD says HKC has since abandoned the project, but Japan Display plans to press on with what will be an 8.7 Generation plant when it comes online. The facility won’t be ready until 2027 at the earliest, but when it is up and running it will allow the company to manufacture much larger eLEAP OLED panels for TVs. Japan Display said one of its first eLEAP products will be a 14-inch display intended for laptops. It will be based on a “single-stack structure” and be able to hit a peak brightness of 1,600 nits. When using a tandem structure, eLEAP can achieve even higher brightness levels that exceed 3,000 nits, the company said. Japan Display has not yet announced any partnerships, so we will have to wait and see which brands choose to adopt the technology.
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BOJ ENDS NEGATIVE RATE POLICY, YIELD CURVE CONTROL The Bank of Japan marks a landmark shift away from its massive monetary stimulus. The central bank has decided to end its negative interest rate policy and raise borrowing rates for the first time in 17 years. It will also abandon its yield-curve control framework, which holds down long- and short-term interest rates. The policymakers announced the move after winding up their two-day meeting on Tuesday. They have decided to end the bank's negative rate policy. The central bank assessed the virtuous cycle between wages and prices and judged that its price stability target of 2 percent inflation would be sustainably achieved. Policymakers say they will encourage the overnight call rate to remain at around zero to 0.1 percent. The central bank's interest rate hike is the first since February 2007. The BOJ also decided not to continue purchasing exchange-traded funds and Japan real estate investment trusts.
For those who d…
2024/04/25 22:08
For those who do not understand what just happened: First, Q1 2024 GDP growth slowed to just 1.6% which is less than HALF of the 3.4% Q4 2023 number. This reading is roughly 50% BELOW Goldman Sach's expectations. But it gets even worse. At the same time, the US Core PCE Price Index soared from 2.0% to a staggering 3.7%. This crushed estimates of 3.4% and further suggests that inflation is on the rise. We have a weakening economy with rising inflation. The worst possible outcome for the Fed. 何が起こったのか分からない人のために: まず、2024年第1四半期のGDP成長率はわずか1.6%に減速し、2023年第4四半期の3.4%の半分以下となりました。 この数値はゴールドマン・サックスの予想をおよそ50%下回っています。 しかし、事態はさらに悪化します。 同時に、米国のコアPCE価格指数は2.0%から驚異的な3.7%へと急上昇した。 これは3.4%という予想を大きく上回り、インフレが上昇していることをさらに示唆している。 インフレが上昇し、経済が弱体化しています。 連邦準備制度理事会にとって最悪の結果だ。