에 대한 최신 뉴스 Mitsubishi (OTC:MSBHF) 주식

Mitsubishi Corp is a conglomerate that operates businesses in various industries. Its operating segments include Natural Gas, Industrial materials, Petroleum & chemicals, Mineral resource, Industrial Infrastructure, Automotive, Food & Consumer Industry, Power Solution, and Urban Development.

Asia

Global

ITOCY

MARUY

MITSY

MSBHF

SSUMY

블랙스톤(NYSE:BX)과 같은 거대 사모펀드들은 애완동물 케어부터 부동산에 이르기까지 미국 시장의 모든 것을 삼켜버린 것처럼 보이며 심지어 스포츠 팀 인수까지 노리고 있다. NYC에 본사를 둔 이 투자 관리 회사는 일본 시장이라는 새로운 기회에 주목했다. 어떤 일이 (What Happened): 닛케이 아시아(Nikkei Asia)는 블랙스톤이 2027년까지 일본에 96억 달러를 투자할 계획이라고 보도했다.

거대 사모펀 블랙스톤, 일본 시장에 2027년까지 96억 달러 투자 계획: 보도

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<a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a>
Over the past two years, artificial intelligence (<a href="https://investorplace.com/stock-quotes/ai-stock-quote/">AI</a>) has been the key trend that many investors have focused on. The amount of technological innovation with AI has caused waves among users everywhere. Most have tried out ChatGPT or other generative AI models and come to the same conclusion: AI is smart and is certainly going to be a resource we all utilize moving forward.



Questions around how AI will be used aside, certain companies are uniquely poised to benefit from the surge in AI application growth over time. These three long-term <a href="https://investorplace.com/industries/technology/artificial-intelligence/">AI stocks</a> may not be surprising to many. I&rsquo;m focusing on the best of the best in this sector in this piece. However, it&rsquo;s worth noting that quality matters in this space. In my view, these are the three companies with sustainable AI tailwinds I think the market is right to focus on right now.



<h2>Nvidia (NVDA)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2024/04/nvda1600-8-300x169.png" alt="Nvidia (NVDA) company logo displayed on mobile phone screen"><div>Source: Piotr Swat / Shutterstock.com</div></div>Founded over three decades ago, semiconductor giant Nvidia (NASDAQ:<a href="https://investorplace.com/stock-quotes/nvda-stock-quote/">NVDA</a>) is certainly a company many investors have focused on for a variety of reasons. This chip juggernaut has seen previous surges tied to growth in gaming, crypto and a range of other technological advancements. Computing power demand has risen over time in a relatively exponential fashion, with different driers each time.



Thus, investors shouldn&rsquo;t be surprised to see the company pop on a surge in interest around AI. This catalyst is as real as many of the company&rsquo;s previous catalysts, but many think there&rsquo;s a much longer runway to this particular technology (and for good reason).



On Tuesday, June 18, Nvidia replaced Microsoft (NASDAQ:<a href="https://investorplace.com/stock-quotes/msft-stock-quote/">MSFT</a>) as the <a href="https://www.cnbc.com/2024/06/18/nvidia-passes-microsoft-in-market-cap-is-most-valuable-public-company.html">world&rsquo;s most valuable company.</a> Shares rose after the news broke out, rising 3.6%. Currently, Nvidia has a market cap of $2.9 trillion, surpassing both Microsoft and Apple (NASDAQ:<a href="https://investorplace.com/stock-quotes/aapl-stock-quote/">AAPL</a>).



Over the past year, NVDA stock has seen a 178% increase due to its successful Q1 earnings report last May. Impressively, this stock has also seen a nine-fold increase since 2022, and its most recent rally can be almost entirely tied to the rise of generative AI. To add more positive news, Nvidia&rsquo;s 10-for-1 stock split improved its chances of joining the Dow soon. 



<h2>Super Micro Computer (SMCI)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2024/05/smci1600-2-300x169.png" alt="Person holding cellphone with logo of US company Super Micro Computer Inc. (SMCI) (Supermicro) in front of business webpage. Focus on phone display. Unmodified photo."><div>Source: T. Schneider / Shutterstock.com</div></div>Super Micro Computer (NASDAQ:<a href="https://investorplace.com/stock-quotes/smci-stock-quote/">SMCI</a>) shares rose 10% on Thursday, <a href="https://finance.yahoo.com/news/why-super-micro-computer-stock-170756785.html">driven by strong</a> Broadcom (NASDAQ:<a href="https://investorplace.com/stock-quotes/avgo-stock-quote/">AVGO</a>) earnings, positive Oracle (NYSE:<a href="https://investorplace.com/stock-quotes/orcl-stock-quote/">ORCL</a>) news and AI stock momentum. With surging AI demand driving demand for server hardware and solutions, the server specialist&rsquo;s stock has surged nearly 200% this year.



Super Micro Computer&rsquo;s rack-scale systems, integrating power, storage, cooling and software, support high-performance Nvidia and AMD (NASDAQ:<a href="https://investorplace.com/stock-quotes/amd-stock-quote/">AMD</a>) AI chips. This demand <a href="https://ir.supermicro.com/news/news-details/2024/Supermicro-Announces-Third-Quarter-Fiscal-Year-2024-Financial-Results/default.aspx">drove its sales</a> to $3.9 billion in the last fiscal quarter, a 200% increase. Earnings per share surged 308% to $6.65, benefiting from the growing need for complex data processing.



Moreover, the company expanded its manufacturing capabilities globally, including in San Jose, Taiwan and Malaysia. They <a href="https://finance.yahoo.com/news/time-buy-dip-super-micro-083000304.html">aimed</a> to increase monthly rack production to 5,000, up from 4,000 last year and 3,000 in 2022. Now, with a strong focus on AI data centers and its 5S Strategy, Supermicro forecasts $25 billion in sales over the next few years, contradicting its 2024 forecast of $14.7 billion.



<h2>Palantir Technologies (PLTR)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-300x169.png" alt="In this photo illustration, the Palantir Technologies (PLTR) logo is displayed on a smartphone screen."><div>Source: rafapress / Shutterstock.com</div></div>Another AI stock investors may want to consider is Palantir Technologies (NYSE:<a href="https://investorplace.com/stock-quotes/pltr-stock-quote/">PLTR</a>), founded in 2003 by Peter Thiel and Alex Karp. While the company has existed for years, it only went public and became a listing in 2020. However, since then, the stock has surged 138%. The company&rsquo;s momentum accelerated from early 2023 with the launch of its Artificial Intelligence Platform (<a href="https://investorplace.com/stock-quotes/aip-stock-quote/">AIP</a>), integrated into platforms like Foundry and Gotham.



PLTR stock has been on the rise, surging during June 20&rsquo;s premarket session. That was tied to news that Palantir secured an <a href="https://www.prnewswire.com/news-releases/starlab-space-announces-strategic-partnership-with-palantir-technologies-inc-302177515.html">exclusive deal </a>to supply data management solutions for the Starlab commercial space station, led by Voyager Space, Airbus SE (OTCMKTS:<a href="https://investorplace.com/stock-quotes/eadsy-stock-quote/">EADSY</a>), Mitsubishi (OTCMKTS:<a href="https://investorplace.com/stock-quotes/msbhf-stock-quote/">MSBHF</a>) and MDA Space. CEO Alexander Karp expressed excitement about enhancing global intelligence capabilities &mdash; on Earth and in space.



Starlab Space and Palantir utilized digital twins and AI to optimize operations. Palantir also secured a $19 million, two-year <a href="https://www.businesswire.com/news/home/20240620001188/en/The-Advanced-Research-Projects-Agency-for-Health-ARPA-H-Partners-with-Palantir-to-Accelerate-Health-Outcomes-By-Leveraging-AIML-and-Data-Software-Tooling">contract</a> from ARPA-H for critical data infrastructure. Assuming more deals come down the pike, this is an AI stock with some pretty clear catalysts investors are right to focus on right now.



On the date of publication, Chris MacDonald did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com <a href="https://investorplace.com/corporate/investorplace-publishing-guidelines/">Publishing Guidelines.</a>
<div>Chris MacDonald&rsquo;s love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.</div><h3>More From InvestorPlace</h3>
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The post <a href="https://investorplace.com/2024/06/hey-artificial-intelligence-fans-3-long-term-ai-stocks-to-load-up-on-now/">Hey, Artificial Intelligence Fans! 3 Long-Term AI Stocks to Load Up on Now.</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.

Hey, Artificial Intelligence Fans! 3 Long-Term AI Stocks to Load Up on Now.

Like the S&P 500, Japan's Topix equity index is highly concentrated and flying high

AAPL

ALLY

AMZN

ATEYY

AUPH

AVGO

BACRP

BATRA

BATRB

BATRK

BYDDF

BYDDY

COST

DHIL

DINRF

DSCSY

EADSY

EVOTF

FLJP

FSHUF

FUJHY

FWONA

FWONB

FWONK

HTHIY

ITOCF

KYCCF

LLYVA

LLYVB

LLYVK

LSXMA

LSXMB

LSXMK

MARUF

MITSF

MSFT

MSHXF

MTSUY

MUFG

NVDA

ORCL

PLTR

RCRRF

RHHBF

RHHBY

RHHVF

SAFRF

SAFRY

SDZNY

SDZXF

SGIOF

SGIOY

SIRI

SMCI

SMFG

SNOW

SONY

SSUMF

SWGAF

SWGAY

SWGNF

TMUS

TOELY

UCBJF

UCBJY

VRSN

VTSCF

VTSCY

Mitsubishi

블랙스톤(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>)과 같은 거대 사모펀드들은 <a href="https://www.benzinga.com/stock/EWJ#NYSE">애완동물 케어</a>부터 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37719939/is-it-time-to-buy-the-commercial-real-estate-dip-the-worlds-biggest-private-equity-">부동산</a>에 이르기까지 미국 시장의 모든 것을 삼켜버린 것처럼 보이며 심지어 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37719939/is-it-time-to-buy-the-commercial-real-estate-dip-the-worlds-biggest-private-equity-">스포츠 팀 인수</a>까지 노리고 있다. NYC에 본사를 둔 이 투자 관리 회사는 <a href="https://www.benzinga.com/topic/japan">일본 시장</a>이라는 새로운 기회에 주목했다.
어떤 일이 (What Happened): 닛케이 아시아(Nikkei Asia)는 블랙스톤이 2027년까지 일본에 96억 달러를 투자할 계획이라고 <a href="https://asia.nikkei.com/Business/Finance/Blackstone-eyes-10bn-in-Japan-deals-amid-buyout-fund-influx">보도</a>했다.
블랙스톤의 조나단 그레이(Jonathan Gray) 사장은 닛케이와의 인터뷰에서 "일본 경제의 성장과 투자 기회를 실제로 가속화한 데에는 여러 가지 요인이 함께 작용했다"고 말했다. "일본 경제의 인플레이션 복귀, 주식 시장의 강세, 기시다 [후미오] 총리의 정책 등으로 인해 일본인 개인이 저축에서 투자자로 전환하게 되었다. 우리는 이것이 매우 중요하다고 생각하는데, 기업들이 자기자본이익률에 집중하고 비핵심 사업부 매각을 고려하도록 장려하는 것이다."
iShares MSCI Japan ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>)는 2024년에 9% 이상 상승했으며 일본 엔화는 지난 수십 년 동안 그랬던 것처럼 미국 달러 대비 약세이다.
왜 중요한가 (Why it Matters): 일본 시장에서 기회를 추구하는 기업은 블랙스톤만이 아니다. 베인 캐피털(Bain Capital)과 KKR &amp; Co Inc(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>)를 포함한 투자 관리자들은 투자 기회로 중국과 인도보다 일본을 점점 더 선호하고 있다.
닛케이에 따르면 이전에 일본에 투자한 칼라일 그룹(Carlyle Group)의 내부 수익률은 28%로 유럽이나 아시아에 초점을 맞춘 주요 칼라일 펀드의 내부 수익률이 약 8~14%인 것과 비교된다.
버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)는 최근 몇 년간 일본에 여러 차례 투자했다. 워렌 버핏 CEO는 미국 기업들에 투자하는 것을 <a href="https://www.nytimes.com/2008/10/17/opinion/17buffett.html" target="_blank" rel="noopener">선호하는</a> 것으로 유명하지만 일본의 유리한 금리 환경으로 인해 버크셔는 2020년에 다음의 일본 대기업들 지분을 인수하게 되었다:
<ul>
<li>이토츠 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ITOCY#OTC">ITOCY</a>)</li>
<li>미쓰비시 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MSBHF#OTC">MSBHF</a>)</li>
<li>미쓰이 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MITSY#OTC">MITSY</a>)</li>
<li>스미토모 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSUMY#OTC">SSUMY</a>)</li>
<li>마루베니 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MARUY#OTC">MARUY</a>)</li>
</ul>
고(故) 찰리 멍거 부회장은 <a href="https://www.benzinga.com/startups/23/11/35539422/charlie-munger-raves-about-warren-buffetts-rare-japanese-investment-opportunity-of-a-century-it-was" target="_blank" rel="noopener">버크셔의 일본 투자</a>를 옹호했다.
멍거는 "신이 상자를 열고 거기에 돈을 쏟아 붓는 것과 같았다"고 말했다.
이미지는 Midjourney를 통해 인공 지능으로 생성되었습니다.

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에 대한 최신 뉴스 Mitsubishi (OTC:MSBHF) 주식

월요일, 6월 10, 2024

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