目先は調整、相場観いろいろ【ゲスト】 7月27日 KOYO証券 二本柳直人さん
"Tokyo Market Wide" Guest Corner Today's Guest: Naoto Nihonryu, KOYO Securities STOCKVOICE TV http://www.stockvoice.tv/
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【高市"消費税減税"が日銀を縛る】エコノミスト末廣徹／減税で「インフレ率は0」 遠のく利上げ／“牽制なき会見"が招く円安＆介入警戒／FRBはタカ派の「ポーズ」継続か【The Priority】
![Is the Overheated Market Over!? [Guest] July 27: Hiroshi Koya](https://i.ytimg.com/vi/idHf_UOk9Us/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBnbN9GK09fFnF3SmmRPIAwWdtNnQ)
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Is the Overheated Market Over!? [Guest] July 27: Hiroshi Koya
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July 27, 2026 (Mon) Commentator: Kenji Minemura
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【テクニカル分析】今週の日本株 日米「中銀ウィーク」と本格化するAI・半導体決算。日経平均は「レンジ相場」か？＜チャートで振り返る先週の株式市場と今週の見通し＞（土信田 雅之）【楽天証券 トウシル】
![Market Frenzy and Reversal, the "4 Crucial Days" Starting the 28th [Guest] July 27: Former Securi...](https://i.ytimg.com/vi/a9VT8_bkpSA/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDhuGEfac5dSYBbBs7AxfUmzS6CGw)
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Market Frenzy and Reversal, the "4 Crucial Days" Starting the 28th [Guest] July 27: Former Securi...
![Yoichi Takahashi, "[Sub-Capital Concept] Related Laws Passed in the Upper House Plenary Session,"...](https://i.ytimg.com/vi/N63knR_YL7w/hqdefault.jpg?sqp=-oaymwE9CNACELwBSFryq4qpAy8IARUAAAAAGAElAADIQj0AgKJDeAHwAQH4Af4JgALQBYoCDAgAEAEYEiBkKHIwDw==&rs=AOn4CLDqmFglvo77rOy2zeqp1qtOMoXCow)
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Yoichi Takahashi, "[Sub-Capital Concept] Related Laws Passed in the Upper House Plenary Session,"...
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【危険!!】売り込まれたAI半導体株！キオクシア一時10％安、決算後再び急落も底打ち近い？
![Tsukasa Jonen (Economic Commentator) [Official] Ohayo Tera-chan July 27 (Mon)](https://i.ytimg.com/vi/RgX6bIwe_rc/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAlWR-SW6Nnff4VlKUwMSBZ1CuH3A)
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Tsukasa Jonen (Economic Commentator) [Official] Ohayo Tera-chan July 27 (Mon)
![[WARNING] Top US Bank CEO Says "Don't Buy Stocks Now" | 30-Year US Treasury at 5.11% = Same Level...](https://i.ytimg.com/vi/i7lGB5mqfw8/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBkPim7mfrU_eHb-Vc7LjIr1A5T6A)
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[WARNING] Top US Bank CEO Says "Don't Buy Stocks Now" | 30-Year US Treasury at 5.11% = Same Level...
![Is the "Bone-Bearing Shock" really true? Guest: Takashi Kadota [Tokyo Honmamon Classroom]](https://i.ytimg.com/vi/3QungsACaso/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBbZb-QEAkqgMkYm4JHFJpRlAFXrQ)
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Is the "Bone-Bearing Shock" really true? Guest: Takashi Kadota [Tokyo Honmamon Classroom]
![[What if the AI semiconductor stock market crashes!?] Tomohiro Okawa discusses buying opportuniti...](https://i.ytimg.com/vi/_pcn2M-Mt0Y/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDdKsl0YAdddQAVLwwEa9IUBqOByw)
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[What if the AI semiconductor stock market crashes!?] Tomohiro Okawa discusses buying opportuniti...
![July 27, 2026 [90% of Prime Market Stocks Rise; AI Semiconductor-Related Stocks Seek a Bottom] (M...](https://i.ytimg.com/vi/3czKIPWqFxI/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCJbie_DcJx1s0HO2umOc-st6crNg)
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July 27, 2026 [90% of Prime Market Stocks Rise; AI Semiconductor-Related Stocks Seek a Bottom] (M...
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TODAY'S TOPICS Domestic Stocks July 27: Value Stocks in Full Swing! Kioxia, Are Semiconductor Sto...
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【AIバブル崩壊はある？】NVIDIAの新商品が株価下落の引き金に？AI半導体だけではない、名目GDPが変えた日経平均 / 株高を支える巨額投資（大和証券チーフテクニカルアナリスト木野内栄治）
![US Currency Report Checks Yen Depreciation and Supports Japan [Guest] July 27: Rikiya Takebe, Oka...](https://i.ytimg.com/vi/QAqeG2nK8sM/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDOg07za3buIlR6W_MUk9z6s0OXWA)
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US Currency Report Checks Yen Depreciation and Supports Japan [Guest] July 27: Rikiya Takebe, Oka...
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"Olkan is a sign of intellectual stagnation." Why choose the S&P 500 for diversified investing, a...
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‘Big Short’ investor Steve Eisman: Market will have 'a big correction' if AI doesn't succeed
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Great focus on Value Stocks during earnings season【The Seasoned Pro from Kitahama】July 27, Shoich...
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1557th Episode: Media and Academics Who Don't Understand the Difference Between Prices and the Co...
![Mayumi Tanimoto (Meiroma, Author) [Official] Ohayo Tera-chan July 27th (Mon) #UK](https://i.ytimg.com/vi/nJggCLMbW1o/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLB15jt3ESrHJJnhh1zNHv3j_pjr-Q)
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Mayumi Tanimoto (Meiroma, Author) [Official] Ohayo Tera-chan July 27th (Mon) #UK
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Opening Bell: SanDisk, Micron Technology, Chevron, D-Wave, SpaceX, Rivian, Grab, IMAX, FirstCash
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The Real Reason Behind the NVIDIA and Hynix HBM Partnership: $500 Billion Invested in AI Semicond...
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株式リスクプレミアム3％が消滅すると何が起こるのか…もう株を持つ意味はない？
![(Recorded July 24) [Seminar Video] On-Demand Seminar with Koshiro Nishiyama](https://i.ytimg.com/vi/luI6VGg4GcI/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLC8MKdJlkZFqfNvgxsLY3YBXPm5GQ)
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(Recorded July 24) [Seminar Video] On-Demand Seminar with Koshiro Nishiyama
![[The Future of Inflation] Will Policy Shift the Market Trend!? What Are the Views of These Two Ja...](https://i.ytimg.com/vi/GA7CiLoaggE/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCbRdMhQsjPB0hsmJZdJp4jMrHUsg)
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[The Future of Inflation] Will Policy Shift the Market Trend!? What Are the Views of These Two Ja...
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How Palantir's AI Drones Changed War Strategy: Russia’s Counterattack and the Threat to Ukraine’s...
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IRAN ALERT: Ukraine clash sparks fears of rapidly widening war
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