【海外中長期ファンド日本株へ、AI相場資金構造が変化｜JPモルガン証券 クオンツストラテジスト 高田将成氏】／AIモメンタムは3ヵ月移動平均に注目／短期勢から中長期勢へ、資金出し手の変化で何が変化？

✅The stock prices, indices, and other figures displayed on the screen are as of June 26, 2026. 🔍Unlimited access to information useful for investment decisions! 👀 ▼Investment points interpreted by professionals are here▼ https://online.nikkei-cnbc.co.jp/vod/... 🎥 Four programs on weekdays! Member-only commentary from experts is available! ▼ Nikkei CNBC One Coin (490 yen/month, tax included)    / @nikkeicnbc   ────────────────── 🔔Please subscribe, like, and support us! ▼Nikkei CNBC YouTube    / @nikkeicnbc   ────────────────── 📺Watch Nikkei CNBC! "au Hikari TV Service" Up to 2 months free campaign underway! https://auhikari.tv/?utm_source=CNBC&... "Overseas medium- to long-term funds have started to move: Where are their interests headed?" Commentary: Masanari Takada (Quantitative Strategist, JP Morgan Securities) Moderator: Masami Uchida (Nikkei CNBC) (Caster) 00:38 The Truth Behind the Wild Fluctuations in AI Stocks Overheating due to the influx of short-term money, followed by a correction phase 07:58 Will the AI ​​Boom Continue? The market is expected to continue in the middle range, albeit with some corrections 08:49 Changes in Overseas Investors A shift from primarily short-term to including medium- and long-term funds 10:23 Shift of Funds to Japanese Stocks A flow of funds from China to Japan and the semiconductor area 12:15 Stocks Favored by Long-Term Funds Focus on Quality Growth, with an emphasis on core AI-related technologies 14:18 Shift in Market Players Long-term funds, previously avoiding momentum, have begun investing in AI stocks 15:51 The Meaning of the Correction Phase Long-term funds absorb short-term selling, leading to a market stabilization phase 16:28 Insights for Individual Investors While being mindful of cyclical patterns, a "two-pronged approach" of long-term perspective and short-term response is crucial 📢 Check out Nikkei CNBC's recommended videos here!! ●Learning from Shigeru Fujimoto: "Investment Techniques That Go Behind the Scenes"    • 【89歳現役トレーダー・藤本茂さんに学ぶ「人の裏を行く投資術」】投資歴70年・資産2...   ●Stock Selection Tips 🫛 "What is the Optoelectronic Fusion CPO that Will Lead the Next Generation?"    • 注目の技術「光電融合」関連銘柄／光技術はAI社会支える基幹インフラ／エヌビディアも光...   ▼Stock Market Outlook▼ ・Ryoji Musha (Representative, Musha Research)    • 【AIでアメリカと中国の力関係が変わる｜武者陵司氏】日韓台は中国とアメリカに対して貿...   ・Yasuji Yajima (Nissei Basic Research Institute)    • 【高市政権の成長戦略と金利上昇の綱引き｜ニッセイ基礎研究所 矢嶋康次氏】衆院選で政策...   ・Shingo Ide (Nissei Basic Research Institute)    • 【イラン情勢が描く「3つの株価シナリオ」│井出 真吾氏】①短期収束②長期化③中東全面...   ・Eiji Kinouchi (Daiwa Securities)    • 【日経平均6万円でも実感ない上昇──続くK字相場とAI主導の構造│大和証券 木野内栄...   ▼Foreign Exchange/Dollar-Yen Exchange Rate Commentary▼ ・Ogawa Masaki (Sony Financial Group)    • 【選挙後、なぜ円高？市場が見た「通貨の信認」｜ソニーフィナンシャルグループ 尾河 眞...   Yoshio Iguchi (Traders Securities)    • 【中東リスク後も円安が続く理由──介入は効くのか？｜トレイダーズ証券 井口 喜雄氏】...   ▼Financial and Economic Commentary▼ Toshihiro Nagahama (Daiichi Life Asset Management Economic Research Institute)    • 責任ある積極財政の財源をどうする【サナエノミクス徹底解説│第一ライフ資産運用経済研究...   ▼US Economy▼ Ryo Ono (Mizuho Research Institute)    • 【米国経済が抱える4つの課題│小野 亮氏】雇用状況は縮小均衡化？／SaaSの死から米...   🔍Unlimited access to information useful for investment decisions! 👀 ▼Investment points interpreted by professionals are here▼ https://online.nikkei-cnbc.co.jp/prog... #Masashige Takada #JP Morgan Securities #Japanese Stocks #Nikkei Average #Stock Price #Today #Stock Market #Closing Price #TOPIX #Closing Price #Japanese Stocks #Breaking News #Investment #Stock Investment #Asset Management #Latest #Market #News #US Stocks #NQN #Nikkei CNBC #Why #NIkkei225 #JPY #Japan #Japanese #yen #Index #Stock #Market #Latest #NikkeiStockAverage #closingsession #Financial Market #Stock Price Trends #Economic News #USD/JPY #Foreign Exchange