【AI半導体株相場が崩れたら⁉】大川智宏氏が内需株やソフトウェア、コンサル株など割安放置株の買い時を語る‼その時日経平均は…？/岡村友哉氏が生成AI×投資戦略の活用法提案│株のお兄さんS2│松井証券

[Let's Ask the Stock Market Guys Season 2, Episode 3] "Let's Ask the Stock Market Guys" is brought to you by stock market commentator Tomoya Okamura and Tomohiro Okawa, CEO and Chief Strategist of the Chiken/Oskar Group. In the first half of Season 2, Episode 3, we explain how to deal with AI in stock investing. What are Okawa's reasons for concluding that the true nature of current AI analysis is "statistics"? In the second half, we discuss whether "money will return to value stocks if the AI ​​market collapses." If the current semiconductor and AI data center market collapses, it is highly likely that money will return to undervalued stocks, domestic demand and defensive stocks, especially software and consulting stocks, which have been draining funds. However, institutional investors cannot easily sell AI stocks due to the "risk of not holding"...? We had a relaxed yet in-depth discussion on these topics. ■Season 2, Episode 3 Chapter 0:00 [OP] Location requests? 3:00 [Extreme Heat] Tomo-kun's Love for Fans and Heatstroke Prevention 4:29 [Question 1] How to Interact with AI in Stock Investing 5:46 [Professionals] Examples from Yuya-oniisan and Tomo-kun 7:19 [The True Nature of AI] Is Market Prediction Impossible Based on Statistics? 8:55 [Individual Investors] Why You Should Fully Utilize AI 10:24 [Earnings Strategy] AI is the Optimal Solution for Summarizing and Analyzing Documents 11:57 [Literacy] Correct and Incorrect Use 13:15 [Question 2] If the AI-Driven Market Collapses, Will It Become a Value Stock Market? 14:46 [Market Distortion] Funds Dripped Away by AI Stocks 16:15 [Neglected Stocks] Software and Consulting Stocks 17:45 [Institutional Investors] The Risk of Not Holding Stocks 19:15 [IT Bubble Collapse] Comparison and Points to Watch Out For 19:57 [Announcement] Bank Stocks and the Youth of Young Tomohiro Okawa 21:35 [ED] Summer is for Aloha Shirts - Next Episode Preview ■Cast Tomoya Okamura / Supply and Demand's Yuya-san Stock commentator. After working for a major domestic securities company, he worked as a stock analyst for a financial information company, providing real-time commentary on the derivatives market for institutional investors. Currently, he is independent and active as a caster for economic programs such as Nikkei CNBC, a money magazine writer, and a seminar lecturer. Tomohiro Okawa / Strategy's Tomohiro-san After working at Nomura Research Institute, JP Morgan Asset Management, Credit Suisse Securities, and UBS Securities, he established the independent research company Chiken Oskar Group. Currently, CEO and Global Equity Strategist. Specializes in stock market forecasting and investment strategy development based on quantitative analysis. Has made numerous appearances on economic programs such as Morning Satellite and Nikkei CNBC. Free access to supply and demand trend analysis of the Japanese stock market by Tomoya Okamura! https://www.matsui.co.jp/money-satell... The topics covered in the program are selected by the two brothers based on questions submitted in the video's comment section. Please submit your comments! #MatsuiSecurities #TomoyaOkamura #TomohiroOkawa #Investment #Stocks #StockInvestment #JapaneseStocks #InvestmentStrategy #NikkeiAverage #GenerativeAI #ValueStocks #UndervaluedStocks #DomesticDemandStocks #SoftwareStocks Matsui Securities Market Navi is a YouTube channel provided by Matsui Securities Co., Ltd. We deliver useful investment information, focusing on the latest information on the ever-changing market and individual stocks.