2026年6月30日【AI設備投資のピークを考える】(市況放送【毎日配信】)

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ★ASAKURA Economic Seminar★ Seminar Schedule July 18, 2026 (Sat) https://www.ask1-jp.com/live-seminar ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ By registering with ASAKURA's official LINE account, you can receive an 83-minute video by instructor Tadashi Nishino on "Basic Concepts of Stock Trading (Buying and Selling, Stock Selection, Investment Style)". ▼Receive it here▼ https://line.me/ti/p/%40142manwz ●【ASK1 Co., Ltd.】Distributes economic information from Kei Asakura, including seminars, CDs, and reports. https://www.ask1-jp.com/ ●【Kei Asakura's Morning News】Every weekday morning from 7:00 AM for approximately 5 minutes, we will provide the latest stock market information. Charged on the 1st of each month, 980 yen per month (tax included). The first month of registration is free. https://www.ask1-jp.com/morningnews/i... ●【Kei Asakura Official Twitter】Kei Asakura tweets.   / am_asakura   #KeiAsakura #KeiAsakuraChannel #KeiAsakuraSeminar

【JX金属 AIだけじゃない“好調”の実態】上場から1年あまりで株価5倍/JX金属に吹く「AIブーム」の追い風/業績拡大は「AI以外」の要因も/「3つの事業」で稼ぐ/相次ぐ設備投資/今後の見通しと課題
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【JX金属 AIだけじゃない“好調”の実態】上場から1年あまりで株価5倍/JX金属に吹く「AIブーム」の追い風/業績拡大は「AI以外」の要因も/「3つの事業」で稼ぐ/相次ぐ設備投資/今後の見通しと課題

July 1, 2026 [Strong BOJ Tankan Survey: Is Inflation Turning the Economy Around?] (Market Report ...
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July 1, 2026 [Strong BOJ Tankan Survey: Is Inflation Turning the Economy Around?] (Market Report ...

[Zakioka & Hiroko's US Stocks & Options TV #71] Options trading using TSMC's monthly revenue repo...
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[Zakioka & Hiroko's US Stocks & Options TV #71] Options trading using TSMC's monthly revenue repo...

[Kioxia In-Depth Analysis] Why Is There "Still Room to Grow"? / "Two Strategies to Crack Into NVI...
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[Kioxia In-Depth Analysis] Why Is There "Still Room to Grow"? / "Two Strategies to Crack Into NVI...

[Karon’s Truth Analysis] How Good Is China’s High-Tech? [Is the Marathon Robot a Paper Tiger?]
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[Karon’s Truth Analysis] How Good Is China’s High-Tech? [Is the Marathon Robot a Paper Tiger?]

Stocks won't fall any further! [Part 1] | Highlights from the ASAKUKRA Economic Seminar "Stocks w...
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Stocks won't fall any further! [Part 1] | Highlights from the ASAKUKRA Economic Seminar "Stocks w...

[July 1 (Wed) Tokyo Stock Market] Nikkei Stock Average Rises for 3rd Consecutive Day📈 / Kioxia Sh...
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[July 1 (Wed) Tokyo Stock Market] Nikkei Stock Average Rises for 3rd Consecutive Day📈 / Kioxia Sh...

【テスタ&馬渕&大川智宏】「まばたきもしない」テスタ人生最後のデイトレはキオクシア!1日20万株×10万円の天文学的売買代金を動かす【どっちで増やしまショー】
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【テスタ&馬渕&大川智宏】「まばたきもしない」テスタ人生最後のデイトレはキオクシア!1日20万株×10万円の天文学的売買代金を動かす【どっちで増やしまショー】

[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...
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[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...

Memory Stock Report: Micron Technology Announces Q3 FY2026 Earnings. Upward Revision to Kioxia's ...
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Memory Stock Report: Micron Technology Announces Q3 FY2026 Earnings. Upward Revision to Kioxia's ...

Japan Will Become China! The Frightening Threat of Chinese Immigration | Highlights from the Marc...
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Japan Will Become China! The Frightening Threat of Chinese Immigration | Highlights from the Marc...

[It’s Not an AI Semiconductor Bubble] Will the S&P 500 Rise 1.4x in Two Years!? AI Is the Key to ...
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[It’s Not an AI Semiconductor Bubble] Will the S&P 500 Rise 1.4x in Two Years!? AI Is the Key to ...

Manufacturing Equipment and MLCC Stocks Skyrocket
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Manufacturing Equipment and MLCC Stocks Skyrocket

900 Seconds: The AI Bubble Enters a New Stage! Is the Nikkei Headed to 80,000? | Japanese Stocks,...
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900 Seconds: The AI Bubble Enters a New Stage! Is the Nikkei Headed to 80,000? | Japanese Stocks,...

[Breaking Analysis: Surging Memory Prices] How Long Will the Shortage Last? Real Demand is Key / ...
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[Breaking Analysis: Surging Memory Prices] How Long Will the Shortage Last? Real Demand is Key / ...

[Historic 39-Year Low for the Yen] The Real Reason for the Surge in the USD/JPY Exchange Rate and...
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[Historic 39-Year Low for the Yen] The Real Reason for the Surge in the USD/JPY Exchange Rate and...

Professional Analysis: The Current State of US & Japanese Markets + 7 Japanese Stocks to Watch (D...
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Professional Analysis: The Current State of US & Japanese Markets + 7 Japanese Stocks to Watch (D...

[Latest Portfolio] Buying Micron at the beginning of the year, how to spot stocks that will rise ...
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[Latest Portfolio] Buying Micron at the beginning of the year, how to spot stocks that will rise ...

Seasonal Transitions and the AI Market, TOPIX [Guest] July 1st: Kazuhiro Sasaki, Phillip Securities
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Seasonal Transitions and the AI Market, TOPIX [Guest] July 1st: Kazuhiro Sasaki, Phillip Securities

[The Vacant House Problem] The reality in Tokyo: "One in nine houses is vacant" / The fate of hig...
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[The Vacant House Problem] The reality in Tokyo: "One in nine houses is vacant" / The fate of hig...