季節の変わり目とAI相場、TOPIX【ゲスト】 7月1日 フィリップ証券 笹木和弘さん
"Tokyo Market Wide" Guest Corner Today's Guest: Kazuhiro Sasaki, Phillip Securities STOCKVOICE TV http://www.stockvoice.tv/

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【株クラvs半導体】AI相場の急ブレーキはいつ!?「日経平均を見守る会」と一緒に相場の行方を考える!第1弾【ちょる子&ReHacQ】
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July 1, 2026 [Strong BOJ Tankan Survey: Is Inflation Turning the Economy Around?] (Market Report ...
![Is the Market Dip During Mercury Retrograde a Buying Opportunity? [Guest] July 1: Hiroyuki Kikuka...](https://i.ytimg.com/vi/tfx3cLysqa4/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDZQ6QUBOFGlWaO8BXHGqx-0Cevjg)
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Is the Market Dip During Mercury Retrograde a Buying Opportunity? [Guest] July 1: Hiroyuki Kikuka...

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TODAY'S TOPICS 国内株 7月1日_日経失速も、太陽誘電爆騰
![[Kioxia In-Depth Analysis] Why Is There "Still Room to Grow"? / "Two Strategies to Crack Into NVI...](https://i.ytimg.com/vi/wEJY3U30mFE/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDIOlh-WvEhZyIUz4r_zQ6rYPoBvg)
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[Kioxia In-Depth Analysis] Why Is There "Still Room to Grow"? / "Two Strategies to Crack Into NVI...
![[Zakioka & Hiroko's US Stocks & Options TV #71] Options trading using TSMC's monthly revenue repo...](https://i.ytimg.com/vi/RCu4HssWte8/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDDnui-kZzvG9b9qHgele4-u48YhA)
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[Zakioka & Hiroko's US Stocks & Options TV #71] Options trading using TSMC's monthly revenue repo...

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イチロー、スポーツ指導者の悩み相談に持論 “怒りの感情”との向き合い方を明かす「舐めた子どもは叱る」
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When Will Intervention Happen? US Jobs Report in Focus [FX Focus] July 1, Gaitan.com Research Ins...
![[It’s Not an AI Semiconductor Bubble] Will the S&P 500 Rise 1.4x in Two Years!? AI Is the Key to ...](https://i.ytimg.com/vi/FpBQuIdV90g/hqdefault_custom_1.jpg?sqp=COiyk9IG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBDJZ3X9c_nUbq5p4TIicVIH9zbzA)
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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 ...
![Is SpaceX Included in That Mutual Fund? [Mutual Fund Corner] July 1, Kai Ebisawa from Matsui Secu...](https://i.ytimg.com/vi/jfQc4-NEFF0/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDv8z18SEumPz8XJoNLIjN54teCMA)
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Is SpaceX Included in That Mutual Fund? [Mutual Fund Corner] July 1, Kai Ebisawa from Matsui Secu...
![[July 1 (Wed) Tokyo Stock Market] Nikkei Stock Average Rises for 3rd Consecutive Day📈 / Kioxia Sh...](https://i.ytimg.com/vi/RDWHf78Q5k0/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDmMATz1gNEXtPT6rq_wbKaeuzcGw)
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[July 1 (Wed) Tokyo Stock Market] Nikkei Stock Average Rises for 3rd Consecutive Day📈 / Kioxia Sh...
![Is the AI Market a Dot-com Bubble? Or a GAFAM-Driven Rally? [Guest] June 30: Koichiro Ogawa, Iwai...](https://i.ytimg.com/vi/-gYI9omS7HA/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBnYeH8YTsAhEuT6wGKTwW2HQYbbA)
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Is the AI Market a Dot-com Bubble? Or a GAFAM-Driven Rally? [Guest] June 30: Koichiro Ogawa, Iwai...

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Daiwa Investment Monthly: July Issue

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Manufacturing Equipment and MLCC Stocks Skyrocket
![[Breaking Analysis: Surging Memory Prices] How Long Will the Shortage Last? Real Demand is Key / ...](https://i.ytimg.com/vi/jB2pLd-R85Q/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAw6hnpLy1tlRW8FYqHeSuRMDGoAg)
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[Breaking Analysis: Surging Memory Prices] How Long Will the Shortage Last? Real Demand is Key / ...
![[Surprising Truth] A Shikiho Pro Explains Your Options for Retirement Income](https://i.ytimg.com/vi/Ej4rnp2g9Q8/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDNSTkJ9HX4cF6AvyXO5LuaC0KdIg)
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[Surprising Truth] A Shikiho Pro Explains Your Options for Retirement Income
![[Latest Portfolio] Buying Micron at the beginning of the year, how to spot stocks that will rise ...](https://i.ytimg.com/vi/T1zwaD0evW8/hqdefault_custom_1.jpg?sqp=COiyk9IG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCbJYUQ7IHcaYVZ_hOGXGtnjShaKg)
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[Latest Portfolio] Buying Micron at the beginning of the year, how to spot stocks that will rise ...
![[Historic 39-Year Low for the Yen] The Real Reason for the Surge in the USD/JPY Exchange Rate and...](https://i.ytimg.com/vi/gzHlg3p0zwc/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCwlM24HYCHWhtpzt5Fs8N9z-AqVA)
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[Historic 39-Year Low for the Yen] The Real Reason for the Surge in the USD/JPY Exchange Rate and...
![[Takaoka Analysis] Prime Minister Takaichi Visits India: Why Is the World Focused on India? The F...](https://i.ytimg.com/vi/QrmNySwTBfc/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCZOoVCEWel-JFtrfZKI1czxpdXxg)
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[Takaoka Analysis] Prime Minister Takaichi Visits India: Why Is the World Focused on India? The F...

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