半導体関連が反発、キオクシア、太陽誘電など

July 22nd [Japanese Stocks] Daily One-Point Market Commentary - [Iwai Cosmo Securities] Iwai Cosmo Securities' Investment Research Department will provide you with information on the Japanese stock market, noteworthy news and stocks, and today's events. Please tune in. Lecturer: Kazuaki Shimada, Deputy Manager, Investment Research Department Lecturer Profile Born in 1982, from Saitama Prefecture, graduated from Waseda University. After joining 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, he assumed his current position. He analyzes the market from a broad perspective, using the market insight cultivated through dealing as his weapon. Iwai Cosmo Securities Co., Ltd. ◆Corporate Website: https://www.iwaicosmo.co.jp/ ◆Online Trading Website: https://www.iwaicosmo.net/ ▼Official Social Media Accounts 《X》https://x.com/iwaicosmosec 《Instagram》  / iwaicosmosec   《LINE》https://lin.ee/K47cIIh ▼Account Opening Information Request (Choose from 3 Trading Channels!) https://www.iwaicosmo.co.jp/request/ ▼Cosmo Net Channel @iwaicosmo_net_official The products we handle may result in losses exceeding the principal investment due to price fluctuations, exchange rate fluctuations, etc. Furthermore, some products may result in losses exceeding the principal. Fees and risks vary depending on the product, so please carefully read the pre-contractual disclosure document, prospectus, or the "Risk and Fee Explanation Page" for the relevant product. ▼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 #Fujikura #Kioxia #Japanese Stocks #Kazuaki Shimada #Iwai Cosmo

TODAY'S TOPICS Domestic Stocks July 22_Hyperscaler Earnings Finally Begin!
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TODAY'S TOPICS Domestic Stocks July 22_Hyperscaler Earnings Finally Begin!

【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》
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【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》

Sectors Benefiting from AI
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Sectors Benefiting from AI

【7月22日(水)東京株式市場】#日経平均株価 は一時6万7500円台も反落📉/相場の潮目は変わったのか!?#キオクシア ・半導体株の行方/自動運転関連#ティアフォー 、IPOの初値は公開価格割れ
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【7月22日(水)東京株式市場】#日経平均株価 は一時6万7500円台も反落📉/相場の潮目は変わったのか!?#キオクシア ・半導体株の行方/自動運転関連#ティアフォー 、IPOの初値は公開価格割れ

Earnings Season Heats Up: Will Semiconductor Stocks Make a Comeback? (IwaiCosmo Securities - Kazu...
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Earnings Season Heats Up: Will Semiconductor Stocks Make a Comeback? (IwaiCosmo Securities - Kazu...

July 22, 2026: Nikkei Stock Average Extends Gains Before Stalling; Yen Hits 40-Year Low (Daily Ma...
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July 22, 2026: Nikkei Stock Average Extends Gains Before Stalling; Yen Hits 40-Year Low (Daily Ma...

[Physical AI] A Tailwind for Japanese Stocks in 5 Years / Are the "World's Top 3" Japanese Compan...
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[Physical AI] A Tailwind for Japanese Stocks in 5 Years / Are the "World's Top 3" Japanese Compan...

[Japanese Stock Market Update] 7/22/26 Not Yet, I Suppose! A Sharp Stall After a Big Rally! Ended...
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[Japanese Stock Market Update] 7/22/26 Not Yet, I Suppose! A Sharp Stall After a Big Rally! Ended...

[An Interview with Tomohiro Okawa] The Unstable AI Semiconductor Market: Is This a Turning Point?...
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[An Interview with Tomohiro Okawa] The Unstable AI Semiconductor Market: Is This a Turning Point?...

【資産減らさぬ戦略】元日本代表捕手・里崎智也の投資術…守備を固めて攻めよ【永濱利廣&森本智子&ReHacQ】
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【資産減らさぬ戦略】元日本代表捕手・里崎智也の投資術…守備を固めて攻めよ【永濱利廣&森本智子&ReHacQ】

Are Semiconductor Stocks Finished Correcting? [Guest] July 22 - Takuro Hayashi, IwaiCosmo Securities
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Are Semiconductor Stocks Finished Correcting? [Guest] July 22 - Takuro Hayashi, IwaiCosmo Securities

[The Real Cause] *Urgent* The Collapse of the AI Bubble and the Kioxia Shock: The Hidden Role of ...
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[The Real Cause] *Urgent* The Collapse of the AI Bubble and the Kioxia Shock: The Hidden Role of ...

[Japanese Stocks Heading for Further Declines] Eiji Kino-uchi's Latest Long-term Outlook / Sharp ...
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[Japanese Stocks Heading for Further Declines] Eiji Kino-uchi's Latest Long-term Outlook / Sharp ...

Current State of Semiconductor Manufacturing Equipment and Stocks to Watch【Guest】 July 22: Mitsuc...
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Current State of Semiconductor Manufacturing Equipment and Stocks to Watch【Guest】 July 22: Mitsuc...

Söllner: 1.970 %! Alibaba neue Nr. 1; "Panik" bei Nvidia, SpaceX, Micron? Bitcoin "250k"?!
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Söllner: 1.970 %! Alibaba neue Nr. 1; "Panik" bei Nvidia, SpaceX, Micron? Bitcoin "250k"?!

キオクシアHD(285A)・SUMCO(3436)は今後どうなる?信用残から分析
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キオクシアHD(285A)・SUMCO(3436)は今後どうなる?信用残から分析

【キオクシア暴落】ストップ安の真相を解説/日経歴代5位の下げ幅も「AI半導体バブル崩壊じゃない」/シリコンサイクルがついに来た?《オモロー山下×大川智宏×もふもふ不動産 もふ社長》
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【キオクシア暴落】ストップ安の真相を解説/日経歴代5位の下げ幅も「AI半導体バブル崩壊じゃない」/シリコンサイクルがついに来た?《オモロー山下×大川智宏×もふもふ不動産 もふ社長》

大口機関が次々日本株買い増し!あの低位株にも物色でついに底値脱出か
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大口機関が次々日本株買い増し!あの低位株にも物色でついに底値脱出か

[Technical Analysis] The Japanese Stock Market at a Crossroads: The "Bull Trap" After the Plunge ...
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[Technical Analysis] The Japanese Stock Market at a Crossroads: The "Bull Trap" After the Plunge ...

Morning Activity! U.S. Stock School Episode 77: Earnings and Stocks to Watch
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Morning Activity! U.S. Stock School Episode 77: Earnings and Stocks to Watch