【キオクシア急落 AI・半導体相場はバブルか？】注目テーマは「蓄電池」｜二極化した日本のマーケット｜高市17分野・骨太の方針どう見るべき？

★Please subscribe and like!★    / @bungeishunju   〈Program Overview〉 "BUNSHUN MONEY SCHOOL" - This episode's theme is "Are Japan's Tenbagger Stocks Really Proven?" Our guest is Tomoichiro Kubota, Chief Market Analyst at Matsui Securities. AI and semiconductor-related stocks continue to rise. We discussed whether this market is "real" and what the next themes to watch out for. *This program was recorded on June 29, 2026. *This program does not recommend any specific stocks. 〈Table of Contents〉 00:00 Opening 00:57 Start 04:15 On the Stock Price Surge Since the Beginning of the Year 07:37 Is the Current Stock Price Surge "Real" or a "Bubble"? 11:03 Is Kioxia Still a "Buy"? 16:47 Fujikura's Current Situation and Outlook 20:20 Evaluation of SoftBank Group 23:51 Future Outlook for Tokyo Electron 26:14 What Stocks Will Be the Next Tenbagger? 30:37 Will "Physical AI" Become a Main Theme? 31:15 Reasons for the Struggle of Automotive Stocks 32:16 How to View the "17 Areas" of the Growth Strategy from an Investment Perspective 35:27 "Investment Mindset" for the Second Half of This Year 〈Guest〉 ・Tomoichiro Kubota | Matsui Securities, Chief Market Analyst After joining Matsui Securities, he worked in website development, proprietary trading, customer service, and marketing before assuming his current position. He was involved in the launch of the official video channel "Money Satellite/YouTube" and currently serves as the Director of Sales. He continues to provide timely and practical market information to investors. MC Gen Murai | Editor-in-Chief, Bungei Shunju PLUS Born in Inagi City, Tokyo in 1988. Joined Bungei Shunju Ltd. in April 2011 and was assigned to the "Shukan Bunshun" editorial department. In July 2015, moved to the "Bungei Shunju" editorial department. In July 2019, became Project Manager for "Bungei Shunju digital". In July 2021, became Desk Editor for "Shukan Bunshun Digital Edition". From July 2024, became "Editor-in-Chief of the Digital Edition", and in December 2024, assumed the position of Editor-in-Chief of the video media "Bungei Shunju PLUS". #JapaneseStocks #Semiconductors #Kioxia #Investment #BungeiShunju #BungeiShunjuPLUS