半導体軒並み下落 高利回り株に注目

July 16th [Japanese Stocks] Daily One-Point Market Commentary - [Iwai Cosmo Securities] Iwai Cosmo Securities' Investment Research Department will provide you with information on the Japanese stock market, noteworthy news and stocks, and today's events. Please tune in. Lecturer: Takuro Hayashi, Director of Investment Information Center Lecturer Profile Starting as a corporate analyst at a securities research institution, he has worked as a technical analyst and in market analysis. After managing funds primarily focused on domestic stocks, as well as handling currency trading and foreign bond investments at a domestic insurance company, he joined Iwai Cosmo Securities. After working in short-term investment operations in the proprietary trading department, he has been engaged in Japanese stock market analysis since 2008. He has appeared on media outlets such as TV Tokyo's Morning Satellite. Certified Analyst by the Securities Analysts Association of Japan. Iwai Cosmo Securities Co., Ltd. ◆Corporate Website: https://www.iwaicosmo.co.jp/ ◆Online Trading Website: https://www.iwaicosmo.net/ ▼Official Social Media Accounts 《X》https://x.com/iwaicosmosec 《Instagram》  / iwaicosmosec   《LINE》https://lin.ee/K47cIIh ▼Account Opening Information Request (Choose from 3 Trading Channels!) https://www.iwaicosmo.co.jp/request/ ▼Cosmo Net Channel @iwaicosmo_net_official The products we handle may result in losses exceeding the principal investment due to price fluctuations, exchange rate fluctuations, etc. Furthermore, some products may result in losses exceeding the principal. Fees and risks vary depending on the product, so please carefully read the pre-contractual disclosure document, prospectus, or the "Risk and Fee Explanation Page" for the relevant product. ▼Risk and Fee Explanation Page https://www.iwaicosmo.co.jp/importance/ Iwai Cosmo Securities Co., Ltd. Financial Instruments Business Operator, Kinki Local Finance Bureau Director (Financial Instruments) No. 15 Member Associations: Japan Securities Dealers Association, Japan Asset Management Association, Japan Financial Futures Association #BankStocks #Semiconductors #JapaneseStocks #TakuroHayashi #IwaiCosmo

サマーラリーが始まる!好決算に期待(岩井コスモ証券 有沢正一)
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サマーラリーが始まる!好決算に期待(岩井コスモ証券 有沢正一)

世界的な株高基調はいつまで続くのか?(野村アセットマネジメント 石黒 英之 氏)
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世界的な株高基調はいつまで続くのか?(野村アセットマネジメント 石黒 英之 氏)

【半導体株 本当に割安?】キオクシアの株価|レバレッジについて知っておくことは2つ|バブル予測モデル|「見えない債務」の問題|AI事業者ハイパースケーラー<北根久之×大槻奈那>|BASE 2026.6
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【半導体株 本当に割安?】キオクシアの株価|レバレッジについて知っておくことは2つ|バブル予測モデル|「見えない債務」の問題|AI事業者ハイパースケーラー<北根久之×大槻奈那>|BASE 2026.6

【佐田志歩ドン引き】「オレ、資産1億」…節約に命を懸けた32歳投資家・くらまの婚活が地獄/「年収10億以下は同じ」浪費家・大川智宏の金銭感覚《倹者の流儀・くらま×大川智宏×佐田志歩》
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【佐田志歩ドン引き】「オレ、資産1億」…節約に命を懸けた32歳投資家・くらまの婚活が地獄/「年収10億以下は同じ」浪費家・大川智宏の金銭感覚《倹者の流儀・くらま×大川智宏×佐田志歩》

【骨太ショックで金利急騰】「骨太方針2026」は歴史的大転換点になる/戦略的成長投資で実質賃金上昇へ/マーケットが誤解する「積極財政」 《杉村太蔵×永濱利廣・前編》
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【骨太ショックで金利急騰】「骨太方針2026」は歴史的大転換点になる/戦略的成長投資で実質賃金上昇へ/マーケットが誤解する「積極財政」 《杉村太蔵×永濱利廣・前編》

【下落を積極的に買っている中央銀行】ゴールドは終わったのか?(貴金属スペシャリスト 池水雄一さん) [ウィークリーゴールド]
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【下落を積極的に買っている中央銀行】ゴールドは終わったのか?(貴金属スペシャリスト 池水雄一さん) [ウィークリーゴールド]

Daisuke Tanaka's Money Talks: [Japanese Stocks] Reading the "Dawn of Japan AI" with a Global Comp...
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Daisuke Tanaka's Money Talks: [Japanese Stocks] Reading the "Dawn of Japan AI" with a Global Comp...

【答えは"Made With Japan"】『フィジカルAI』日本の勝ち筋を議論/ファナック・安川電機…機械株上昇の真相/初心者は投資信託・ETFが吉/杉村太蔵がポテンシャル診断【セクター超分析】
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【答えは"Made With Japan"】『フィジカルAI』日本の勝ち筋を議論/ファナック・安川電機…機械株上昇の真相/初心者は投資信託・ETFが吉/杉村太蔵がポテンシャル診断【セクター超分析】

TODAY'S TOPICS: Domestic Stocks July 16 - Semiconductor Stocks Plummet, What About TSMC's Highly ...
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TODAY'S TOPICS: Domestic Stocks July 16 - Semiconductor Stocks Plummet, What About TSMC's Highly ...

Größter Tech-Momentum-Abverkauf in über 20 Jahren.
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Größter Tech-Momentum-Abverkauf in über 20 Jahren.

日本で億万長者が最速で増え続ける理由がヤバい
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日本で億万長者が最速で増え続ける理由がヤバい

[Living on the Edge] Kei Asakura Teaches Yuichi Nakamaru the Rules of Investing After His 40% Los...
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[Living on the Edge] Kei Asakura Teaches Yuichi Nakamaru the Rules of Investing After His 40% Los...

Are AI Semiconductor Stocks Nearing the End of Their Correction!? [Guest] July 15: Toshikazu Hori...
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Are AI Semiconductor Stocks Nearing the End of Their Correction!? [Guest] July 15: Toshikazu Hori...

[The Day AI Gets a "Body"] The Truth Behind the 10.5 Trillion Yen "Physical AI" Market / Taizo Su...
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[The Day AI Gets a "Body"] The Truth Behind the 10.5 Trillion Yen "Physical AI" Market / Taizo Su...

【AI半導体株の利確ラストチャンスは⁉】大川智宏氏「キオクシア乱高下は予行演習」米国株決算と金利から投資戦略を考える/岡村友哉氏が利益額に驚愕…日経平均株価と韓国株?│株のお兄さんS2│松井証券
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【AI半導体株の利確ラストチャンスは⁉】大川智宏氏「キオクシア乱高下は予行演習」米国株決算と金利から投資戦略を考える/岡村友哉氏が利益額に驚愕…日経平均株価と韓国株?│株のお兄さんS2│松井証券

米国株ダイジェスト_7月16日配信_ASML決算は見通し良好、この後TSMC決算
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米国株ダイジェスト_7月16日配信_ASML決算は見通し良好、この後TSMC決算

NVIDIA's Strongest Partner! What is the Incredible Potential of "SK Hynix," the Company Dominatin...
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NVIDIA's Strongest Partner! What is the Incredible Potential of "SK Hynix," the Company Dominatin...

Eiji Kinouchi [TSMC monthly sales expectations are high, but conditions for peaking out are in pl...
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Eiji Kinouchi [TSMC monthly sales expectations are high, but conditions for peaking out are in pl...

【日本株:国策銘柄15選】木野内栄治×田代昌之/防衛株の狙い目/サンリオはまだ伸びるのか/AI・半導体株の次の主役/NVIDIAの勢いに急ブレーキか/高市政権の成長戦略を読み解く【マーケット超分析】
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【日本株:国策銘柄15選】木野内栄治×田代昌之/防衛株の狙い目/サンリオはまだ伸びるのか/AI・半導体株の次の主役/NVIDIAの勢いに急ブレーキか/高市政権の成長戦略を読み解く【マーケット超分析】

Will GPIF Funds Be Redirected to Domestic Assets?
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Will GPIF Funds Be Redirected to Domestic Assets?