【材料出尽くし?まだ上がる?電力株&電線株】関西電力・九州電力・住友電気工業・フジクラを解説/国策銘柄&世界的AIブームで株価は上昇続く/押し目買いチャンスだった?/原発も追い風【森永’s view】
◆Watch the video and trade immediately on Money Satellite here◆ Scheduled to be released in the evening of November 28th https://www.matsui.co.jp/money-satell... 0:00 OP: Morinaga's remote, but not remote again 0:30 About Demon Slayer: Kimetsu no Yaiba [Chat] 1:06 Today's theme: [Power & Cable Stocks] 2:05 Current State of the Power Sector 4:57 Current State of the Cable Sector 8:13 Representative Power & Cable Stocks 8:37 [Kansai Electric Power] Was this a bargain buying opportunity? 11:18 [Kyushu Electric Power] TSMC special demand + nuclear power 13:25 [Sumitomo Electric Industries] Subsea high-voltage direct transmission 16:05 [Fujikura] Specializing in AI data centers 19:40 Today's Morinaga's VIEW: "Sell once all the information is out" ◆Past Morinaga's VIEWs here◆ [Stock prices continue to rise? [In-Depth Analysis of Shipbuilding Stocks] • 【造船銘柄徹底分析】株価上昇続く?/名村造船所・古野電機・ジャパンエンジン・東京計器... [Time to Stock Up? High-Dividend Shipping Stocks] • 【仕込み時?高配当海運株】商船三井・日本郵船・川崎汽船・NSユナイテッド海運/造船株... [Will the Fourth Megabank Plan Benefit Regional Bank Stocks?] • 【第4のメガバンク構想が地銀株に恩恵⁉】ふくおかFG・めぶきFG・ひろぎんHD・第四... [Bank Stocks Are Being Tailwinded by More Than the BOJ Interest Rate Hike] • 【日銀利上げ以外の追い風も⁉】三菱UFJFG・三井住友FG・みずほFG・ゆうちょ銀行... st=PLURYJwnSDcM4_YuYXjq4mzgJ82473NSgo [National Cybersecurity Policy x Automobiles] • 【国策×自動車関連銘柄】デンソー・ルネサスエレクトロニクス・ソリトンシステムズ・トレ... [Current State of the Automotive Industry] • 【トヨタ自動車・本田技研工業・日産自動車・マツダなど】自動車株は円安とトランプ関税問... [Is Live Streaming the Future of Online Shopping?] Featured on Live Commerce‼ • 【通販の未来はLIVE配信との融合!?】ライブコマースを特集‼資生堂・楽天グループ・... [In-depth Analysis of Major Retail Stocks‼ 】 • 【大手小売関連株を分析‼】セブン&アイHD・イオン・ファーストリテイリング・三越伊勢... 【What will happen in the LDP presidential election?】 • 【自民党総裁選で次の国策銘柄を探そう‼】リクルートHD・日本電気(NEC)・富士通・... 【Can you make a contrarian bet on high-dividend stocks?】 • 【高配当株を逆張り‼】商船三井・ウイングアーク1st・日本新薬・IDOM株価&業績動... Economic analyst Kohei Morinaga provides easy-to-understand explanations of current economic topics in "Morinaga's View." From macroeconomics to individual companies, he covers a different topic each week! #KoheiMorinaga #Investment #MatsuiSecurities Matsui Securities Market Navi is a YouTube channel hosted by Matsui Securities Co., Ltd. Together with freelance stock announcer Shiho Sada, we deliver useful investment information, focusing on the latest on the ever-changing market and individual stocks. Check out our main channel here! / @matsuisecurities

【相場の華】もう天井?それとも?「データセンター関連銘柄」 松井証券 資産運用!学べるラブリーSeason20 ~AI・半導体編2~#2

キオクシア、フジクラの暴騰暴落時に投資家はどう動いた?テスタ&ハニトラ梅木&馬渕磨理子が生配信!【どっちで増やしまショー生配信】

Electricity, optical fiber, autonomous driving... How far will electric cable brands grow? A thor...
![[A thorough explanation of the four general contractors] The differences between Kajima Corporati...](https://i.ytimg.com/vi/0p8fA0E4Jxg/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLD7GaFTYvk0edOhlhSIDdYrQFK8ng&usqp=CCY)
[A thorough explanation of the four general contractors] The differences between Kajima Corporati...

【日本株は買われすぎ?】上がる日本株をデータで解剖/かつてのバブルとの違い/米国株は日本株以上に割高感/AI・半導体相場に漂う懸念/「アメリカはカネ余り」という誤解/日経平均が年内に調整する可能性は
![[Morinaga Kohei's Featured Investment Themes for 2026] What should you prepare for in a sudden do...](https://i.ytimg.com/vi/RoOvZgc4KMI/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLA6-Ii7iKLqOze3YBSP_2aV76-Hvw&usqp=CCY)
[Morinaga Kohei's Featured Investment Themes for 2026] What should you prepare for in a sudden do...
![[Shipbuilding Stock Analysis] Will Stock Prices Continue to Rise? / Namura Shipbuilding, Furuno E...](https://i.ytimg.com/vi/napiGgg0huk/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLDBwFjkqYLR96F8XHn53cj1lPrnNQ&usqp=CCY)
[Shipbuilding Stock Analysis] Will Stock Prices Continue to Rise? / Namura Shipbuilding, Furuno E...

【データセンター急増!電力が足りなくなる?】電力需要の見通しに異変/千葉に“データセンター銀座”/世界でも通用する「INZAI」/東京電力はどのように対応?/海外の動き【ニュース解説】

How to Handle the "Sharp Correction" in AI and Semiconductor Stocks? The Line Between "Investing ...
![[Final Installment] 4 Must-See Stocks in the US & Crude Oil Sector / Outlook on Trading Companies...](https://i.ytimg.com/vi/WZ5Irr6jHk0/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLAU6vbJrs3GRtuTpe6ietsIydh_Dg&usqp=CCY)
[Final Installment] 4 Must-See Stocks in the US & Crude Oil Sector / Outlook on Trading Companies...
![[Eiji Kinouchi’s Latest Forecast] Are Japanese Stocks Heading for a Major Crash? / Danger Ahead f...](https://i.ytimg.com/vi/0X8csJAiVCw/hqdefault_custom_1.jpg?sqp=CKzl-NEG-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLCgypvqwRNK26gLhk_XC-dfDTEthg&usqp=CCY)
[Eiji Kinouchi’s Latest Forecast] Are Japanese Stocks Heading for a Major Crash? / Danger Ahead f...

Moving averages determine future stock prices! Master technical analysis! [Learn with Magical Lov...

【データセンター特需で伸びる電力株】電力株と半導体関連銘柄の関係/海外の電力関連銘柄の値動き/電力株はいまやディフェンシブ株ではない/電力株のリスク/電力各社 これからの値動き【松井証券・窪田朋一郎】
![[Is there any investment value in stocks outside the top five trading companies?] Stock analysis ...](https://i.ytimg.com/vi/cOgQ0KyJmjc/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLCXnAYg2rZiN3S67AWv7_tz5e2e8Q&usqp=CCY)
[Is there any investment value in stocks outside the top five trading companies?] Stock analysis ...

【村田製作所】株価急騰の今、個人投資家が見るべき3つの指標AI需要で営業益+34.8%予想の現在地今から買って間に合う?【元機関投資家が解説】
![[Investor with assets of ¥900 million] "High-yield stocks to watch" selected from 600 stocks / Ar...](https://i.ytimg.com/vi/RYDz1lHe0lI/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLCmrvDnXMPNpsUN3VFrW2hpg7f56Q&usqp=CCY)
[Investor with assets of ¥900 million] "High-yield stocks to watch" selected from 600 stocks / Ar...

【バフェットに学ぶ逆張り投資】木野内栄治×つばめ投資顧問 栫井駿介/注目の日本株は?/大手優良株&割安株/AI・半導体関連銘柄の買い場/米国住宅関連銘柄は今が狙い目?【マーケット超分析】
![[No selling on national policy] Takaichi administration launches 20 trillion yen infrastructure i...](https://i.ytimg.com/vi/rJYpM64F6AE/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLAuWnC2ijE4Q30qVf7P48rI5geB9w&usqp=CCY)
[No selling on national policy] Takaichi administration launches 20 trillion yen infrastructure i...
![[Kei Asakura vs. Mikiya Takasu] Is It True That "Stocks Won't Fall"? / Stock Prices Skyrocket Und...](https://i.ytimg.com/vi/lwjnsBNzaXA/hqdefault.jpg?sqp=-oaymwEnCNACELwBSFryq4qpAxkIARUAAAAAGAElAADIQj0AgKJDeAG4AvMY&rs=AOn4CLAaWFLq-W7R6ZoohchuXH7jODfVAg&usqp=CCY)
[Kei Asakura vs. Mikiya Takasu] Is It True That "Stocks Won't Fall"? / Stock Prices Skyrocket Und...

