【フィジカルAI&半導体】骨太の方針2026から考える、次化ける国策銘柄!【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 be discussing the "Basic Policy Guidelines 2026." 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. ▼BGM Monkeys Spinning Monkeys Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 http://creativecommons.org/licenses/b... Music promoted by https://www.chosic.com/free-music/all/ 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 are subject to price fluctuations, exchange rate fluctuations, etc., which may result in a loss of principal, and 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 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 #Basic Policy Guidelines #Takaichi Administration #FANUC #RESONAC #MU #Ebara #Tokyo Electron #Kazuaki Shimada

The Future of the Japanese Economy Through the Lens of the Japan Company Handbook

【中国不動産不況】競売物件600万超!? 上海・北京まで廃墟化、多額のローン負債も...経済破綻ショッピングモールの実態とは? 現地の最新映像で解説《峯村健司×柯隆》

Kitahama Online Seminar #306: High-Dividend Stocks with Growth Potential!
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[Interview with Akira Tachibana] How to Protect Your Assets Amidst High Prices, Inflation, and a ...

【今中 能夫】驚異のハイテク世界。AIデータセンター関連企業の全て/楽天証券 27th FES

U.S. Stock Digest_July 23 Broadcast_GOOGL Earnings, Capital Expenditure Viewed as Excessive
![July 23, 2026: [Alphabet Earnings, Capex Revisions, and Heavy Semiconductor Stocks] (Market Repor...](https://i.ytimg.com/vi/Zto-8gvtm2o/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAs8xyPKFwJ300rqrqw6tin6JxG3Q)
July 23, 2026: [Alphabet Earnings, Capex Revisions, and Heavy Semiconductor Stocks] (Market Repor...
![[Middle East Situation (Oil Price Hike Scenario)] Trump Tariffs Act II (Joseph Kraft) [Market Dee...](https://i.ytimg.com/vi/24Nj_VVq39w/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAB7sj5PZR76im6rQOh12lzeM0BQw)
[Middle East Situation (Oil Price Hike Scenario)] Trump Tariffs Act II (Joseph Kraft) [Market Dee...

Taisuke Tanaka's Money Talks: How Will the U.S. and Japanese Stock Market Crash End? (Taisuke Tan...
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[Physical AI] A Tailwind for Japanese Stocks in 5 Years / Are the "World's Top 3" Japanese Compan...

Japanese Stocks Won't Rebound...? A Lightning-Fast Market Analysis After the Break! Are the Nikke...

First a warm spell and cold front, then intense heat from Southern Europe

【7月23日(木)東京株式市場】日経平均株価は反発📈307円高/キオクシア後場急落、信用買い残や追証売り懸念か/値上げでも強い外食株/銀行株が連日高値更新/三井松島HDが急騰、大幅増配とM&Aを好感

《7/23/2026》Semiconductor Stock Investing in the AI Era (Mr. Satoru Fujino, Neuberger Berman)

骨太の方針2026閣議決定 【責任ある積極財政元年 日本の挑戦を起動する】産業政策は世界の潮流へ/財政単年度主義の弊害是正/複数年度の予算措置/投資予見可能性/政府の財政運営はコペルニクス的転回へ
![Focus on Earnings and Economic Measures, What’s the Hedge for Semiconductors? [Guest] July 23, Ri...](https://i.ytimg.com/vi/G3TFD7Xxobo/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCzWg4PPlli9fLnmgOGq3QFVn7ojg)
Focus on Earnings and Economic Measures, What’s the Hedge for Semiconductors? [Guest] July 23, Ri...

【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》

【IMF最新予測】中東リスク vs AI 2026年後半のマーケットを支配する「光と影」

TODAY'S TOPICS Japanese Stocks July 23_Buying into Mega-Banks

