乱高下するAI相場と日経平均の最高値更新。その強さの裏に潜む「構造変化」への警戒(土信田 雅之)【楽天証券 トウシル】

*This video was recorded on June 26, 2026 (Friday). 👇Click here for the Toushil article: "AI Market Fluctuates Wildly, Nikkei Average Reaches New Record High: Caution Needed Regarding Structural Changes (Masayuki Tsuchida)" https://media.rakuten-sec.net/article... 🕒Time Schedule 00:00 Opening 00:55 (Additional) Performance Comparison of Major Global Stock Indices 03:21 Performance Comparison of Major US Stock Indices 05:03 Two Factors That Shook the AI ​​Market This Week 10:08 Movement of the US S&P 500 (Daily Chart) and MACD 14:03 Movement of the US Nasdaq Composite (Daily Chart) and MACD 14:54 Hyperscaler CF (Cash Flow) Situation 16:38 Comparison of Hyperscaler Finance Strategies 18:50 Things to Keep in Mind During a Stock Market Plummet - Regarding Patterns of Decline 📝Watch Everything at Once by Category! Toushil's video playlists    • 土信田雅之の動画セミナー      • 新NISAで話題!NISAはじめてガイド      • 【日本株どうなる?銘柄選び】      • 【かしこい米国株と世界経済&為替】   https://www.youtube.com/playlist?list =PLDH4nOq2wf8ZYVDbBL8jDSExQxBkMeT3g    • 【投資を学ぼう!初心者向けコンテンツ】      • 【中国の政治・経済を斬る】      • 【資産形成と投資信託で失敗しない!】      • 【株主優待&節税&マネー術】   💬SNS 【Toushil Official [X (formerly Twitter)]   / toshirursec   [Rakuten Securities X (formerly Twitter)]   / rakutensec   [Rakuten Securities Instagram]   / rakutensec   [Rakuten Securities TikTok]   / rakutensec   📱Learn about investing on your smartphone! Toushil App \Toushil Official App Now Available/ Get the information you want about money and investing using the official app of the investment information media "Toushil"! You can also check the latest video posts in the app. 👇Details here https://r10.to/h6izWx 🔽Download the "Official App" now 【Android version】https://r10.to/hMRoNd 【iOS version】https://r10.to/hauZdH 👇Fees and risks associated with investment https://www.rakuten-sec.co.jp/web/com... Rakuten Securities, Inc. Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 195, Commodity Futures Trading Business Operator Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Japan Commodity Futures Association, Japan Securities Investment Advisers Association, Japan Asset Management Association Copyright (C) Rakuten Securities, Inc. All rights reserved. #AI #Semiconductor #Financial Results #Micron Technology #IPO #Technical Analysis #Bubble #Hyperscaler #Toushil

重電大手の日本人社員が中国で拘束、対中ビジネスのリスクが一層顕在化(加藤 嘉一)【楽天証券 トウシル】
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重電大手の日本人社員が中国で拘束、対中ビジネスのリスクが一層顕在化(加藤 嘉一)【楽天証券 トウシル】

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

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【日本株は買われすぎ?】上がる日本株をデータで解剖/かつてのバブルとの違い/米国株は日本株以上に割高感/AI・半導体相場に漂う懸念/「アメリカはカネ余り」という誤解/日経平均が年内に調整する可能性は
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【日本株は買われすぎ?】上がる日本株をデータで解剖/かつてのバブルとの違い/米国株は日本株以上に割高感/AI・半導体相場に漂う懸念/「アメリカはカネ余り」という誤解/日経平均が年内に調整する可能性は

The Unstoppable Yen Depreciation: What Is the Appropriate Exchange Rate? When Will It Shift to Ye...
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The Unstoppable Yen Depreciation: What Is the Appropriate Exchange Rate? When Will It Shift to Ye...

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【ついに出た】四輪の特定原付!意外と速い!110km走る!”免許返納後の足”決定版、SAGA life登場。
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【ついに出た】四輪の特定原付!意外と速い!110km走る!”免許返納後の足”決定版、SAGA life登場。

[Eiji Kinouchi’s Latest Forecast] Are Japanese Stocks Heading for a Major Crash? / Danger Ahead f...
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[S&P 500 Forecast Range] What's Next for US Stocks in Late 2026...? Future Outlook

【名古屋より生配信でお届け!】為替・経済アカデミー名古屋
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【名古屋より生配信でお届け!】為替・経済アカデミー名古屋

【AI関連株・高配当株・株主優待株】キユーピー、大和証券など人気株500の中からアナリストの注目株7選【ザイ26年8月号】
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【AI関連株・高配当株・株主優待株】キユーピー、大和証券など人気株500の中からアナリストの注目株7選【ザイ26年8月号】

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【マイクロン決算】急落したAI・半導体相場の見通しはどう変わるか? $1,000億ドル契約・HBM4・日本への波及を読み解く
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【マイクロン決算】急落したAI・半導体相場の見通しはどう変わるか? $1,000億ドル契約・HBM4・日本への波及を読み解く

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【26年後半の投資戦略&面白株】大川智宏氏:日本株も米国株もAIからインフレ&金利高へ ⁉日経平均7万円相場で気絶はNG/岡村友哉氏:キオクシア名前が◎?半導体運輸もガスも│株のお兄さんS2│松井証券
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【26年後半の投資戦略&面白株】大川智宏氏:日本株も米国株もAIからインフレ&金利高へ ⁉日経平均7万円相場で気絶はNG/岡村友哉氏:キオクシア名前が◎?半導体運輸もガスも│株のお兄さんS2│松井証券