【大川智宏さんに聞く】不安定なAI半導体相場。今が潮目？だからこそ分散・積み立て投資を【読売３３３・JPX150セミナー】

Popular strategist Tomohiro Okawa gave a lecture on why the current stock market is unstable, the outlook for the future, and the advantages of index investing, which is particularly beneficial in such circumstances. ■Table of Contents 00:00 Today's Topic 00:20 How Should You Approach Investing in an Unstable Market? 01:55 The Current State of the Stock Market 03:55 Why is the Market Unstable? Environmental Changes Since Mid-June 06:30 What Has Changed? Is AI Demand a Bubble? 20:17 You Can't Know If a Bubble Has Burst. That's Why Diversification and Regular Investment are Important 21:04 Index Investing is One Way to Reduce Risk 27:10 Should You Start Investing Even in This Situation, or Precisely Because of It? This video contains recordings of parts of the first part (keynote speech) and second part (panel discussion) of the commemorative seminar (co-sponsored by the Japan Exchange Group and the Yomiuri Shimbun, held on July 17, 2026) celebrating the inclusion of the new stock indices "Yomiuri 333" and "JPX150" in the NISA investment framework. The complete recording of part 2 is scheduled to be released around August. Stay tuned! ■Click here for Mr. Okawa's Yomiuri 333 explanation video:    • 【大川智宏さんが解説】読売３３３ vs 日経平均・東証株価指数（TOPIX）／株価指...   ■Speaker: Guest: Tomohiro Okawa (CEO and Chief Strategist, Tomoken Oskar Group) ■Date and Venue: July 17, 2026, Tokyo Stock Exchange