“ChatGPT: The Core Technology Advancing Creative Destruction— Ryuichiro Kitahama’s Insight on Stock Market and News of Stock Search Conditions”

Stock Advisor Ryuichiro Kitahama

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

We are waiting for the US financial crisis to calm down…

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 hikes 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 simply lower interest rates just because it spreads to other banks. Considering the inflation rate, a 0.25% interest rate hike would be an unavoidable choice, but the market reaction was “No.” To be honest, I was disappointed, but I can understand the concerns of the market.

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

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

Therefore, in the US market on the 23rd, bank stocks had a heavy topside. Even though the three major indexes of NY Dow, Nasdaq, and S&P500 rose, major bank stocks fell in the final stages.

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This seems to be due to concerns that there may be another bank following Pacwest, and bank stocks have become difficult to approach for the time being.

As a result, domestic bank stocks have also struggled to rise, and we have no choice but to wait until the sense of caution about the financial crisis subsides.

In the future, the US Federal Reserve Board (FRB) can be expected to reduce the range of interest rate hikes, and it is also worth bearing in mind that this may have a negative effect 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 extremely 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 either not rise or fall.

Focus on innovation in the Internet world

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

Actually, I’ve been obsessed with “ChatGPT” lately. I’m still at the stage 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 a tanka by someone else, not Basho. , “Tell me about the points of Peter Lynch’s investment law,” you will immediately receive an appropriate answer. I reprinted it on my blog and introduced test usage, but there are many companies that are already using it in the business field.

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So, let’s pay attention to related stocks again.Specifically, first, user local <3984> [東証P]become. This company has already begun to provide chat AI systems to companies, but its greatest 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 rising.

tripla is strong in building reservation systems for inns, hotels, etc. <5136> [東証G]announced its financial results for the first quarter of the fiscal year ending October 2023 (November 2022-January 2023) on March 13. The stock price plummeted because the progress rate of ordinary income against the full-year plan was only 20%, but the company also provides an AI chatbot system, so as recognition spreads in the future, the stock price may recover. sexuality is high.

The stock price has fallen now and it seems that it will take some time to recover, but pluszero <5132> [東証G]is also focusing on building and providing 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 use will increase in the future.Then, Advanced Media, which is strong in speech recognition and text conversion <3773> [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 related, Abalance continues to be strong in photovoltaic panel manufacturing in Vietnam <3856> [東証S]I want to pay attention to

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March 24, 2023 Diary

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