金利上昇でAI相場は終わるのか？注目の「SpaceX」IPOと次なる主役銘柄／西原里江氏【月曜マネーLIVE】

How long will the global "AI market" continue? With rising interest rates in Japan and the US putting pressure on the market, to what extent is the rapid growth of AI-related companies already priced in? This time, we welcome Rie Nishihara from JP Morgan Securities as our guest. We will thoroughly analyze the current state of the AI ​​market, which has been driven primarily by the US, and the risks of a future reversal from the perspective of a top strategist. Furthermore, we will delve into the impact that mega-IPOs such as "SpaceX" and "Anthropique," expected to be major market catalysts, will have on the market, and the "next opportunity for Japanese stocks" that emerges from this, in a full 30-minute discussion. [Tentative Discussion Topics] ・Will the "AI market" end with rising interest rates in Japan and the US? ・How far will AI growth continue? Market Warning Signs of a Reversal The Impact of Mega-IPOs: The Impact of SpaceX and Anthropique IPOs Understanding Japanese Stock Sectors Based on US Megatrends Viewer Q&A: Professionals Answer Your Chat Questions in Real Time! [Cast] Guest: Rie Nishihara (JP Morgan Securities) MC: Yuka Takezaki (TV Tokyo Announcer) [Broadcast Date & Time] June 1st (Mon) 18:30-19:00 Live Broadcast ■ What is "Monday Money LIVE"? This live broadcast program updates your "investment strategy for this week" on Monday nights, as a new week begins. Based on the professional prediction data "Morning Satellite Survey" announced on Monday mornings' "News Morning Satellite," we thoroughly analyze the "deep logic" of the predictions that couldn't be fully discussed on the broadcast, with guest experts. *This program does not recommend any specific investment actions. Please invest at your own risk. #TVTokyoBIZ #MondayMoneyLIVE #JapaneseStocks #AIStocks #Semiconductors #RieNishihara #YukaTakezaki #SpaceX #InvestmentStrategy #USStocks