【日本株市場の活路は半導体などのハイテク製造業】武者 陵司氏(武者リサーチ)が解説／なぜ米国と日本が2024年の世界経済のけん引役なのか／世界の成長領域はサイバーの世界「第7大陸」に／円安は米国の意思

[The indexes and other figures displayed on the screen are current as of 3:00 PM on January 4th.] ▼Please subscribe and like our channel👉    / @nikkeicnbc   "Why will the US and Japan be the driving forces behind the global economy in 2024?" Commentary: Musha Ryoji, CEO of Musha Research Interviewer: Morita, Newscaster for the Nikkei Shimbun Masaki 〈Table of Contents〉 00:00 The US economy is stronger than Musha expected 01:48 The GAFAM Industrial Revolution | The Incredible Productivity of Generative AI 02:58 Trends in GAFAM Profits, Cash Flows, and R&D Expenses | GAFAM Growth Shows No Sign of Slowing 04:12 The World's Growth Area is the "Seventh Continent" (Cyberspace) The Fact is That a Few Large US Tech Companies Hold Dominant Power There 05:05 US Long-Term and Short-Term Interest Rates and Interest Rate Spread | The Rise in Interest Rates Since the 1960s Is a Bad Interest Rate 06:05 The 40 Years of Falling Interest Rates Since the 1980s Has Been a Positive for the Economy 06:53 The Relationship Between Interest Rates and Stock Prices | Changing Conventional Wisdom We are at a turning point. 08:32 Converging Interest Rates and Profit Rates | Stock Prices Reach Fair Value 10:14 High Interest Rates Are Due to Capital Demand, Driven by New Industrial Revolutions like AI 11:28 The "Good Interest Rate Rise" to Date Will Be Carried Over to Japan 12:27 The Yen's Weakness Continues | Yen and Euro Movements as Seen in Dollar Hedging Costs 13:22 The Yen's Weakness is also a U.S. Will 13:56 Japan's Future lies in High-Tech Manufacturing, Including Semiconductors 16:00 Every Investor Feels the Risk of Not Holding Japanese Stocks It Wouldn't Be Unsurprising to See the Nikkei Average Hit 100,000 Yen in 10 Years ▼Recommended Videos▼ [2024 New Year's Opening Special] Kinouchi Eiji (Daiwa Securities) 👉    • 【日経平均株価 史上最高値の条件整う、あとは時間の問題・日経CNBC大発会スペシャル...   [2023 Year-End Special] Shingo Ide (NLI Research Institute) 👉    • 【日経平均は史上最高値を抜くか？2024年相場の行方・日経CNBC 大納会スペシャル...   [Four Investment Strategies for the New NISA] Taiki Yorifuji (Money&You) 👉    • 【新NISA運用開始！4つの投資戦略】「はじめての新NISA＆iDeCo」著者の頼藤...   [NISA System: Looking Back at 10 Years] Yusuke Maeyama (NLI Research Institute) 👉    • 【NISA制度：10年の軌跡を振り返る】一般NISAは買付額の3分の2が売却されてい...   [Understanding the Inconvenient Truth About Mutual Funds] Masamitsu Suzuki (Economic Journalist) 👉    • 【投資信託の不都合な真実を理解しておこう～新NISAを始める方へ】成長投資枠で買える...   [2024 Market Outlook from a Financial Professional] Okazaki Ryosuke 👉    • 【日本のインフレ時代を考える】岡崎良介氏が解説／2024年上半期は出遅れの不動産関連...   Jesper Koll (Monex Group) 👉    • 【イェスパー・コール氏の2024年日本株市場"びっくり5大予想"】①日米インフレ率が...   Takashi Hiroki (Monex Securities) 👉    • 【2024年の日経平均株価予想「年末4万2000円｣】広木 隆氏(マネックス証券)が...   [Travelogue and Educational Variety Show for Investors: "Fukuganryu: Investor Journeys at Your Knees"] Seiji Watanabe and Emin Yilmaz (Fukugan Economics School) 👉    • ＜熊本「水と半導体」編＞  渡部清二、エミンユルマズとめぐる【複眼流 投資家道中ひざ...   Watch unlimited live and on-demand market video content. ▼▼Paid internet service "Nikkei CNBC online" available here▼▼ https://online.nikkei-cnbc.co.jp/ #NikkeiCNBC #NikkeiAverage #JapaneseStocks #Investment #AssetBuilding #StockInvesting #MarketOutlook #Semiconductors #GenerativeAI #JapaneseCompanies #USEconomy #USInterestRates #WeakYen