先物絡みの売り注意【本日のデリバティブ】 7月28日 グローバルマーケットアナリスト 三浦豊さん
This is the "Today's Derivatives" segment from Tokyo Market Wide. Today's guest: Global Market Analyst Yutaka Miura STOCKVOICE TV http://www.stockvoice.tv/

▶︎
AI半導体相場は終わるのか?(清川鉉徳さん)/注目の8月経済・企業イベント&投資テーマ(池田伸太郎さん)(2026.07.28)
![Microsoft's Earnings and the Future of Semiconductor Stocks [Guest] July 28: Masayuki Imai, Aizaw...](https://i.ytimg.com/vi/R1iueFvzk04/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAqQgXl6ex8Z-LoJrpCy1qg2GpFZg)
▶︎
Microsoft's Earnings and the Future of Semiconductor Stocks [Guest] July 28: Masayuki Imai, Aizaw...
![[July 28, 2026] Memory Stocks Plunging: Is This the Late Stage of the Business Cycle? ...Market U...](https://i.ytimg.com/vi/8Zk6P8uYovU/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCrrLOuIxOMNkFp-sbpWV58tWBR2w)
▶︎
[July 28, 2026] Memory Stocks Plunging: Is This the Late Stage of the Business Cycle? ...Market U...

▶︎
CNBC & Bloomberg On NVIDIA Stock, Micron Stock, SK Hynix Stock, CXMT - NVDA Update
![[Breaking] Nikkei 225 plunges 4%, Kioxia hits limit down. What's next for Japanese stocks and the...](https://i.ytimg.com/vi/RHBP463itRk/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBctNtrXW-oq0l64_mukGWIqEeyCg)
▶︎
[Breaking] Nikkei 225 plunges 4%, Kioxia hits limit down. What's next for Japanese stocks and the...

▶︎
Tom Lee: "We are Close to the Bottom"
![[The Shelf Life of Bank Stocks] Taizo Sugimura asks, "Is it still okay to buy?" / Accounts with o...](https://i.ytimg.com/vi/aXcy9t0ka1s/hqdefault_custom_2.jpg?sqp=CODrotMG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAGSrkY2YVVW4aV572eJ4_u5FBAPg)
▶︎
[The Shelf Life of Bank Stocks] Taizo Sugimura asks, "Is it still okay to buy?" / Accounts with o...
![Is the Overheated Market Over!? [Guest] July 27: Hiroshi Koya](https://i.ytimg.com/vi/idHf_UOk9Us/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBnbN9GK09fFnF3SmmRPIAwWdtNnQ)
▶︎
Is the Overheated Market Over!? [Guest] July 27: Hiroshi Koya
![[July 28 (Tue) Tokyo Stock Market] Nikkei average falls sharply 📉 down 2,566 yen / KOSPI plummets...](https://i.ytimg.com/vi/ceUFyhEogFg/hqdefault_custom_1.jpg?sqp=CODrotMG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCS_9Tn9LhjDnIFXyKOOOL1iKIuhA)
▶︎
[July 28 (Tue) Tokyo Stock Market] Nikkei average falls sharply 📉 down 2,566 yen / KOSPI plummets...

▶︎
Market Shock for AI Stocks! The Limits of Cyclical Financing / Jun Ishihara & Kiyo Osato

▶︎
Standardwerte rennen dem KI-Trade davon | Corning bricht 19% ein. Coke fest.

▶︎
Hyperscaler Earnings, FOMC【GUEST TALK】Naoto Nihonyanagi / KOYO Securities "WMZ" Monday, July 27, ...
![Japanese Stock Market Is Undervalued; Strong Corporate Earnings Support the Market [Guest] July 2...](https://i.ytimg.com/vi/PTp7AE9Fbgs/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCADnRvSUsjGdXvwkeIrSI222sWWQ)
▶︎
Japanese Stock Market Is Undervalued; Strong Corporate Earnings Support the Market [Guest] July 2...
![[Where Kioxia HD Stands Now] From Peak to Half Price / What’s Next for Kioxia HD!? / Who Tops the...](https://i.ytimg.com/vi/Jfy12dGAlww/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCUgU95uqDmSi8_KtZBORhFpYJ5XA)
▶︎
[Where Kioxia HD Stands Now] From Peak to Half Price / What’s Next for Kioxia HD!? / Who Tops the...

▶︎
900 SECONDS: Semiconductor Stocks in a Nonstop Freefall! Big Tech’s AI Shift and the Disappearing...
![[Weak Yen] What I Couldn't Say on AbemaPrime / Why the Benefits Aren't Reaching Households | Naok...](https://i.ytimg.com/vi/g_1C3RFQ6ZU/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDM1b7FD2KsDxlhMxkJs13P-qCIDw)
▶︎
[Weak Yen] What I Couldn't Say on AbemaPrime / Why the Benefits Aren't Reaching Households | Naok...

▶︎
Great focus on Value Stocks during earnings season【The Seasoned Pro from Kitahama】July 27, Shoich...
![[Historical Analysis] Focus on the S&P 500 for the Next 3 Months! Is the AI Bull Market Still Alive?](https://i.ytimg.com/vi/aID8Zuc5XUo/hqdefault_custom_2.jpg?sqp=CODrotMG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDM4KsKek5b824scHj6MI5RIWD1ow)
▶︎
[Historical Analysis] Focus on the S&P 500 for the Next 3 Months! Is the AI Bull Market Still Alive?
![Resolving Concentration, Holding Steady: Focusing on IT & Content Stocks [Guest] July 28 - Rina O...](https://i.ytimg.com/vi/rrH1kavgwbs/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCHQBRGyFPPOwqI10MiA6XkGTpTOw)
▶︎
Resolving Concentration, Holding Steady: Focusing on IT & Content Stocks [Guest] July 28 - Rina O...
![Market Frenzy and Reversal, the "4 Crucial Days" Starting the 28th [Guest] July 27: Former Securi...](https://i.ytimg.com/vi/a9VT8_bkpSA/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDhuGEfac5dSYBbBs7AxfUmzS6CGw)
▶︎
Market Frenzy and Reversal, the "4 Crucial Days" Starting the 28th [Guest] July 27: Former Securi...
![[What if the AI semiconductor stock market crashes!?] Tomohiro Okawa discusses buying opportuniti...](https://i.ytimg.com/vi/_pcn2M-Mt0Y/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDdKsl0YAdddQAVLwwEa9IUBqOByw)
▶︎
[What if the AI semiconductor stock market crashes!?] Tomohiro Okawa discusses buying opportuniti...

▶︎
【テクニカル分析】今週の日本株 日米「中銀ウィーク」と本格化するAI・半導体決算。日経平均は「レンジ相場」か?<チャートで振り返る先週の株式市場と今週の見通し>(土信田 雅之)【楽天証券 トウシル】
![Short-term price correction presents a good opportunity to buy on dips [Guest] April 28th, Shoich...](https://i.ytimg.com/vi/XdnXqkLUj58/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBxX5xP3oCt1_FpjaxZeMhO8KB-VQ)
▶︎
Short-term price correction presents a good opportunity to buy on dips [Guest] April 28th, Shoich...

▶︎
JPX Japan Exchange Group CEO Regular Press Conference (July 2026)
![[Unstoppable Yen Depreciation] A "Cabinet Accelerating the Weak Yen" causing soaring prices!? The...](https://i.ytimg.com/vi/cTHMmdnBORQ/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDsELMbvq7FW9LwvuztCdQk2ksLlA)
▶︎
[Unstoppable Yen Depreciation] A "Cabinet Accelerating the Weak Yen" causing soaring prices!? The...
![Earnings Outlook: Hyperscalers / Semiconductors / SaaS [Guest] July 21, Koichiro Ogawa from IwaiC...](https://i.ytimg.com/vi/pwLyUV33fyc/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCxubXrCOfcaRaCId28MfKq3e-2SA)
▶︎
Earnings Outlook: Hyperscalers / Semiconductors / SaaS [Guest] July 21, Koichiro Ogawa from IwaiC...

▶︎
In 48 Hours One Silent Man Decides Your Rates — And Nobody Can Predict Him | Ray Dalio Explains

▶︎
【Google超好決算の裏】キオクシア週初反発から週末急落…なぜメモリ・半導体株は落ちたのか!? /【大川道場】はフジクラ!!米コーニングの値動きは要注目せよ【大川&Nobbyの聴くだけ投資】
![AI Stock Buying Remains Unchanged [Guest] July 8: Kazuaki Shimada, IwaiCosmo Securities](https://i.ytimg.com/vi/FepfOR9PTa0/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLD4lofRDx1BCZl50pEAcP9CeGflWA)
▶︎
AI Stock Buying Remains Unchanged [Guest] July 8: Kazuaki Shimada, IwaiCosmo Securities

▶︎
