半導体関連株、なぜ急落？​シリコン・サイクル、どうなる？（窪田 真之）：7月28日【楽天証券 トウシル】

*This video was recorded on July 28, 2026 (Tuesday). 👇Click here for the Toushil article: 3-Minute Guide to Today's Investment Strategy [Published every weekday morning at 8:00 AM] https://media.rakuten-sec.net/categor... 🕒Time Schedule 00:00 Opening 00:39 Three Key Points to Know When Investing in Semiconductor-Related Stocks 02:08 Global Semiconductor Shipment Value (3-Month Moving Average) 04:40 Semiconductor Stock Price Index and Nikkei Average 10:38 Why Did Semiconductor-Related Stocks Plummet? 📝Watch by Category! Toushil's video playlists    • 窪田真之の動画セミナー      • 新NISAで話題！NISAはじめてガイド      • 【日本株どうなる？銘柄選び】      • 【かしこい米国株と世界経済＆為替】   https://www.youtube.com/playlist?list =PLDH4nOq2wf8ZYVDbBL8jDSExQxBkMeT3g    • 【投資を学ぼう！初心者向けコンテンツ】      • 【中国の政治・経済を斬る】      • 【資産形成と投資信託で失敗しない！】      • 【株主優待＆節税＆マネー術】   💬SNS 【Toushil Official [X (formerly Twitter)]   / toshirursec   [Rakuten Securities X (formerly Twitter)]   / rakutensec   [Rakuten Securities Instagram]   / rakutensec   [Rakuten Securities TikTok]   / rakutensec   📱Learn about investing on your smartphone! Toushil App ＼Toushil Official App Now Available／ Get the information you want about money and investing using the official app of the investment information media "Toushil"! You can also check the latest video posts in the app. 👇Details here https://r10.to/h6izWx 🔽Download the "Official App" now 【Android version】https://r10.to/hMRoNd 【iOS version】https://r10.to/hauZdH 👇Fees and risks associated with investment https://www.rakuten-sec.co.jp/web/com... Rakuten Securities, Inc. Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 195, Commodity Futures Trading Business Operator Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Japan Commodity Futures Association, Japan Securities Investment Advisers Association, Japan Asset Management Association Copyright (C) Rakuten Securities, Inc. All rights reserved. #JapaneseStocks #NikkeiAverage #Semiconductors #SiliconCycle #ITBubble #LehmanShock #AI #Toushil