決算本格化、半導体株の反転なるか!(岩井コスモ証券 嶋田和昭)

[Recorded July 21, 2026] Register for the Iwai Cosmo Securities WEB Seminar here! ⇩   ⇩   ⇩ https://www.iwaicosmo.co.jp/lp/ws/ Lecturer: Kazuaki Shimada, Deputy Manager, Investment Research Department Lecturer Profile Born in 1982, from Saitama Prefecture, graduated from Waseda University. After joining the former Iwai Securities, he worked in Japanese stock dealing for 12 years. After working in the Bond Department and the International Section of the Investment Research Department, he assumed his current position. He analyzes the market from a broad perspective, utilizing the market insight cultivated through dealing. 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 #Corporate Performance #Capital Investment #Japanese Stocks #Kazuaki Shimada #Iwai Cosmo

【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》
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【半導体まだ強い】「騒いでいるのは株式市場だけ」…踊らされる投資家/キオクシアが「劣勢」に?/「ポスト半導体」銘柄は銀行・⚫︎⚫︎株/中国AIの強さは本物/NVIDIA「裏の思惑」《大川智宏×大山聡》

[Will Japanese Stocks Fall Further?] Eiji Kinouchi’s Latest Long-Term Outlook / Is the Nikkei Hea...
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[Will Japanese Stocks Fall Further?] Eiji Kinouchi’s Latest Long-Term Outlook / Is the Nikkei Hea...

中国EVメーカー「40万台の修理難民」…華やかなる量産の裏で始まった新興勢力バブル崩壊の真実
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中国EVメーカー「40万台の修理難民」…華やかなる量産の裏で始まった新興勢力バブル崩壊の真実

Earnings Outlook: Hyperscalers / Semiconductors / SaaS [Guest] July 21, Koichiro Ogawa from IwaiC...
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Earnings Outlook: Hyperscalers / Semiconductors / SaaS [Guest] July 21, Koichiro Ogawa from IwaiC...

ファンダは堅調か?相場の反転はあるか?決算で現在地を知る | 後編:NVIDIA CEO来日の余波【河合達憲の当面のストラテジー:2026/7/21】株、日経平均、株価
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ファンダは堅調か?相場の反転はあるか?決算で現在地を知る | 後編:NVIDIA CEO来日の余波【河合達憲の当面のストラテジー:2026/7/21】株、日経平均、株価

[Successful Landing in Russian-Occupied Territory] Ukraine's "World-First" Drone Operation: Katsu...
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[Successful Landing in Russian-Occupied Territory] Ukraine's "World-First" Drone Operation: Katsu...

When Will Massive AI Investments Pay Off?
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When Will Massive AI Investments Pay Off?

【配当収入「年間800万円超」でFIRE達成】低年収&株売買の才能ナシでもできた/「増配株」が今アツい理由/銘柄選び「3つのステップ」/"自分に甘い”投資家だった/「高配当株」と「増配株」は違う
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【配当収入「年間800万円超」でFIRE達成】低年収&株売買の才能ナシでもできた/「増配株」が今アツい理由/銘柄選び「3つのステップ」/"自分に甘い”投資家だった/「高配当株」と「増配株」は違う

July 21, 2026: Nikkei Stock Average Rebounds Sharply – Kioxia Surge Provides Relief (Daily Market...
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July 21, 2026: Nikkei Stock Average Rebounds Sharply – Kioxia Surge Provides Relief (Daily Market...

[Physical AI] A Tailwind for Japanese Stocks in 5 Years / Are the "World's Top 3" Japanese Compan...
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[Physical AI] A Tailwind for Japanese Stocks in 5 Years / Are the "World's Top 3" Japanese Compan...

大口機関が次々日本株買い増し!あの低位株にも物色でついに底値脱出か
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大口機関が次々日本株買い増し!あの低位株にも物色でついに底値脱出か

[Technical Analysis] The Japanese Stock Market at a Crossroads: The "Bull Trap" After the Plunge ...
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[Technical Analysis] The Japanese Stock Market at a Crossroads: The "Bull Trap" After the Plunge ...

キオクシアHD(285A)・SUMCO(3436)は今後どうなる?信用残から分析
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キオクシアHD(285A)・SUMCO(3436)は今後どうなる?信用残から分析

Are AI Semiconductor Stocks Done Correcting? Focus on Alphabet's Earnings! [Guest] July 21: Takas...
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Are AI Semiconductor Stocks Done Correcting? Focus on Alphabet's Earnings! [Guest] July 21: Takas...

【上がる&増える高配当株】野村不動産、全国保証など“下がりすぎ人気高配当株”“10期減配なしの高配当株”6銘柄を紹介!【ザイ26年9月号】
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【上がる&増える高配当株】野村不動産、全国保証など“下がりすぎ人気高配当株”“10期減配なしの高配当株”6銘柄を紹介!【ザイ26年9月号】

Demokratie in Kriegszeiten | Der Trump Effekt #68 | auslandsjournal - der Podcast
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Demokratie in Kriegszeiten | Der Trump Effekt #68 | auslandsjournal - der Podcast

【キオクシア暴落】ストップ安の真相を解説/日経歴代5位の下げ幅も「AI半導体バブル崩壊じゃない」/シリコンサイクルがついに来た?《オモロー山下×大川智宏×もふもふ不動産 もふ社長》
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【キオクシア暴落】ストップ安の真相を解説/日経歴代5位の下げ幅も「AI半導体バブル崩壊じゃない」/シリコンサイクルがついに来た?《オモロー山下×大川智宏×もふもふ不動産 もふ社長》

半導体の投機ポジションが解消されつつあります(7月22日)
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半導体の投機ポジションが解消されつつあります(7月22日)

900 SECONDS: The Truth Behind the Semiconductor Stock Plunge—What’s Really Happening in the Marke...
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900 SECONDS: The Truth Behind the Semiconductor Stock Plunge—What’s Really Happening in the Marke...

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)