【日経平均「歪な」最高値】AI・半導体株はバブルか／スペースX上場が下落の引き金に？／「PER・PBR」は無意味／為替介入で円安トレンド転換はある？《大川智宏のマーケット解説》

▼For real estate investment, Rakumachi App is No. 1 in the number of income-generating properties▼ https://www.rakumachi.jp/r/yhttr4ve?u... ▼Recommended related videos    • 【AI時代の投資法】銘柄選び「丸投げ」が危ない理由／生成AIに何を食わせ、何を聞き、...      • 【戦争と特需】日経平均は40年間上がり続ける／冷戦新構図”中東の次はアジア”波乱の世...   ▼More practical and useful videos are being distributed! ▼ Click here for details on "Rakumachi Premium" https://www.rakumachi.jp/lp/premium_s... Monthly plan: 3300 yen Annual plan: 29800 yen (annual lump-sum payment) ▼For those considering advertising/PR on the Rakumachi Channel, click here▼ https://www.rakumachi.jp/r/jvmfqqsc -[Chapters]- 00:00 Opening 02:39 The Reality and Background of Market Distortions 09:46 The Truth Behind the Semiconductor Bubble Theory 12:05 Exploring the Next Rising Sector 15:35 Can Semiconductor Stocks Be Bought Now? 20:50 Risks of NVIDIA and OpenAI 29:09 Medium- to Long-Term Outlook for Japanese Stocks and the PER Theory 36:54 The Future of Currency Intervention and Interest Rate Hikes --- 【No Clipping or Reposting】 Clipping, re-editing, and reposting of videos on the Rakumachi Channel are strictly prohibited. [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 #Tomohiro Okawa #Nikkei Average #AI #Semiconductor #OpenAI #Meta #Yuka Tsutsumi #Rakumachi #Real Estate Investment *'Number 1 in Number of Properties': According to Japan Marketing Research Organization (August 2025)