【防衛銘柄 まだ間に合う】防衛株は「まだ高くない」理由／実はアメリカ超え？ いま日本の防衛銘柄が強いワケ／AI×防衛が戦争を変えた／民間技術と防衛技術の境界線が消える《大川智宏×小野圭司×佐田志歩①》

-------------------- Provided by: Global X Japan Co., Ltd. ▼Watch the second part of the video here: https://www.rakumachi.jp/r/gdohny3y ▼Special ETF page here: ・Global X Defense Tech ETF (TSE listed: 466A / US listed: SHLD) Invests in global defense tech companies https://www.rakumachi.jp/r/y7zna5s8 ・Global X Defense Tech - Japan Equity ETF (513A) Invests in Japanese defense tech companies https://www.rakumachi.jp/r/gfsczsr7 ▼What is Global X? The only asset management company in Japan specializing in ETFs (Exchange Traded Funds) Official Website: https://www.rakumachi.jp/r/kv8smjin ---------------- Caution This video is not intended to solicit investments in any specific financial product or investment. Please make your final decisions regarding the purchase of financial products at your own discretion. While we strive to provide accurate information, we do not guarantee its accuracy or completeness. -[Chapters]- 00:00 Opening 03:00 "Defense" is an essential theme 04:45 The background of the surge in defense stocks 15:43 Will the change in government affect trends? 17:50 Is it okay to buy now? 24:53 How US Trends Affect Japan 27:39 AI That Changed Modern Warfare 32:50 The Rise of the AI ​​Drone Industry 43:09 New Technologies are Constantly Emerging, with Points of Interest 45:54 Next Episode Preview --- [No Clipping or Reposting] Videos from Rakumachi Channel are strictly prohibited from being clipped, re-edited, or reposted. [Rakumachi] Official Website: https://www.rakumachi.jp/?uiaid=youtube [Official Social Media] X (formerly Twitter):   / rakumachinews   LINE@: https://page.line.me/nyb2478b TikTok:   / rakumachi.jp   Facebook:   / rakumachi   Instagram:   / rakumachi   [Operated by] Rakumachi Co., Ltd. Official Website: https://rakumachi.co.jp/?uiaid=youtube ▼For those considering advertising/PR on the Rakumachi Channel, click here▼ https://www.rakumachi.jp/r/jvmfqqsc #NISA #Investment #DefenseStocks #AI #Drone #MitsubishiHeavyIndustries #SKYPerfectTV #Palantir #L3Harris #513A #466A #SHLD #GlobalX #ETF #TomohiroOkawa #ShihoSada #Rakumachi #RealEstateInvestment *'Number 1 in Number of Properties': According to research by the Japan Marketing Research Organization (August 2025)