【バブル崩壊？】AI半導体投資は過剰なのか、押し目買いの好機なのか【兜町オンラインセミナー】

This is the YouTube channel for Iwai Cosmo Securities' online trading service, "Cosmo Netre." This is the [Kabutocho Online Seminar], where Investment Research Department Strategist Kazuaki Shimada provides easy-to-understand explanations of domestic and international investment environments and current hot topics. This time, we will discuss "Is AI Investment Excessive?" Kazuaki Shimada: After graduating from Waseda University, he joined the former Iwai Securities. He worked in Japanese stock dealing for 12 years. After working in the Bond Department and the International Section of the Investment Research Department (responsible for US stocks), he is currently a Japanese stock strategist. 00:00 - Introduction: Is AI Investment Excessive? 01:12 - Current Market Overview (Movement of Nikkei 225 and SOX Index) 02:15 - Three Negative News Factors Behind Profit-Taking in Semiconductor Stocks 04:45 - Overall Market Overview: Relationship Between Nikkei 225 and TOPIX (Correction of NT Ratio) 06:47 - Main Topic: Meta's "Computational Resources" Problem and Concerns about AI Overinvestment 08:03 - Active Moves Regarding Computational Resources at Companies such as Google and SpaceX 10:30 - Changes in Generative AI Market Share (Momentum of Google and Anthropic) 12:10 - Tight Demand as Seen from Google Gemini Token Usage 14:14 - Capital Investment Plans of 4 US Hyperscalers + TSMC 16:12 - Zuckerberg Mentioned Cloud Entry Back in May 19:40 - The "Crude Oil" of the AI ​​Era? Computational Resources (Compute) Futures Listing Plan 24:26 - Ending: Review of the Entire Market and Future Outlook Iwai Cosmo Securities Co., Ltd. ◆Online Trading Website: https://www.iwaicosmo.net/ ◆Corporate Website: https://www.iwaicosmo.co.jp/ ■■■Official SNS Accounts Launched!■■■ Iwai Cosmo Securities' official SNS accounts will deliver useful investment information and the latest information on seminars, campaigns, products, and more. ▼Iwai Cosmo Securities Official SNS Accounts https://www.iwaicosmo.net/netlp/sns/i... ▼Open an Account Here https://www.iwaicosmo.net/begin/account/ ▼Iwai Cosmo Securities Channel @IwaicosmoSec The products we handle may lose principal due to price fluctuations, exchange rate fluctuations, etc., and some products may result in losses exceeding the principal. Fees, charges, and risks vary depending on the product. Please carefully read the pre-contractual disclosure document, prospectus, or the "Risk and Fee Explanation Page" for the relevant product before concluding a contract. ▼Risk and Fee Explanation Page https://www.iwaicosmo.co.jp/importance/ Iwai Cosmo Securities Co., Ltd. Financial Instruments Business Operator, Kinki Local Finance Bureau Director (Financial Instruments) No. 15 Member Associations: Japan Securities Dealers Association, Japan Asset Management Association, Japan Financial Futures Association #Kazuaki Shimada #Semiconductor Stocks #META #MU #Kioxia #Hyperscaler #Computational Resources