【日本株は黄金時代へ】広木隆×木野内栄治/AIバブル懸念の裏で日本企業の価値高まる/日本のキャッシュリッチ企業群/NVIDIA80兆円ファンド失敗がAIバブル崩壊のトリガーに?【マーケット超分析】
Recording Date: August 31st (Monday) ▼Click here for the two parts of this video: Part 1: • 【木野内栄治×広木隆】日本株は10月から上昇局面へ?/FRB&日銀、9月利上げか/注... Part 2 (This video): • 【日本株は黄金時代へ】広木隆×木野内栄治/AIバブル懸念の裏で日本企業の価値高まる/... ━━━━━━━━━━━━━━━━━━━━ ▼【Listen while commuting/traveling】The PIVOT app is convenient ・Background playback (listen even with the screen closed) ・Download function (play offline) ・Audio playback (learn by listening only) All free|Download here↓ https://pivot.go.link/?adj_t=24puei0j... ━━━━━━━━━━━━━━━━━━━━ Earn miles with each viewing and apply for rewards such as book vouchers. ▼ Click here for this month's benefits: https://pivotmedia.co.jp/app/mile/ben... ▼ [Understand in 5 minutes] Click here for the "Article" and "AI Summary" of this video: https://pivotmedia.co.jp/launch_app?p... Cast Aya Shibata (MC) Eiji Kinouchi | Chief Technical Analyst, Daiwa Securities Joined Daiwa Securities in 1988. Has consistently engaged in technical analysis work since then. Ranked #1 in the Nikkei Veritas "Popular Analyst" Technical Analysis category 22 times. https://www.youtube.com/@DaiwaGroup/v... Takashi Hiroki | Chief Strategist, Monex Securities He has held various positions as a fund manager at domestic bank-affiliated investment advisory firms, foreign asset management companies, and hedge funds. He has held his current position since 2010. His books include "Stocks Will Always Rise: The Truth About Stock Investing That No One Could Write About." Table of Contents 00:00 Digest 01:08 The Current State of the US Economy: Conditions for High Stock Prices are in Place 14:01 Japanese Companies are Thriving 22:38 When Will the AI Bubble Burst? 30:32 Japanese Stocks Enter a Golden Age Thumbnail Photo: iStock Related Videos ▼ "Market Super Analysis" Eiji Kinouchi x Kentaro Shida Part 1: • 【日本株はさらに下がる?】木野内栄治の最新相場解説/底打ちは10月or年末/相場の悪... Part 2: • 【木野内栄治×志田憲太郎】日本株の注目6銘柄/富士通の株価大化けはあるか/トヨタ株復... ▼ "Market Super Analysis" Eiji Kinouchi x Kazuki Kodama Part 1: • 【日本株はさらなる下落へ】木野内栄治の最新長期展望/急落は8月まで続く?/日銀の金融... Part 2: • 【波乱相場に負けない”盤石”日本株6選】児玉一希×木野内栄治/NTT、三井不動産、S... ▼ "Market Super Analysis" Eiji Kinouchi x Masayuki Tashiro Part 1: https://y outu.be/0X8csJAiVCw Part 2: • 【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... ▼ "Market Super Analysis" Eiji Kinouchi x Shunsuke Kakoi Part 1: • 【木野内栄治×つばめ投資顧問 栫井駿介】日本株は夏に向けてさらに急騰?/AI・半導体... Part 2: • 【バフェットに学ぶ逆張り投資】木野内栄治×つばめ投資顧問 栫井駿介/注目の日本株は?... ▼ "Market Super Analysis" Eiji Kinouchi x Toru Sasaki Part 1: • 【木野内栄治×佐々木融】イラン情勢の影響は一時的、日本株は遅くとも4月に復活/年央に... Part 2: • 【為替介入でも円安は止まらない】佐々木融×木野内栄治/2026年、1ドル=165円へ... ▼ "Market Super Analysis" Eiji Kinouchi x Ya-Man Part 1 : • 【木野内栄治×ヤーマン】日経平均は6万8000円へ/解散総選挙と株価/高市自民勝利で... Part 2: • 【2億円投資家ヤーマン×木野内栄治】ヤーマンのデイトレ&スイング必勝法/銘柄選びのポ... ▼ "Market Super Analysis" Eiji Kinouchi x Masayuki Kubota Part 1: • 【木野内栄治×窪田真之】2026年日経平均は5万5000円へ/来年の本命株9選/イン... Part 2: • 【木野内栄治の2026年相場予測】日経平均6万8000円がベストシナリオ/解散総選挙... ▼ "Market Super Analysis" Tomohiro Okawa x Kazuki Kodama Part 1: • 【大川智宏×児玉一希】日経平均5万円超は長続きしない?/来年夏の暴落リスクに要警戒/... Part 2: • 【最強の高配当株6選】児玉一希×大川智宏/目指せ配当金生活・不労所得/毎月配当金がも... ▼ "Market Super Analysis" Kinouchi Eiji x Ryosuke Okazaki Part 1: • 【岡崎良介×木野内栄治】高市トレードで株高はいつまで続く?/高市銘柄の狙い目は中小型... Part 2: • 【世界同時不況が始まる】岡崎良介×木野内栄治/米国株の暴落危機/アメリカはリーマンシ... ▼ "Market Super Analysis" Eiji Kinouchi x Testa Part 1: • 【テスタ&木野内栄治の最新相場分析】アメリカ株の暴落リスク/100億円投資家が解説、... Part 2: • 【テスタ×木野内栄治】100億円トレーダー・テスタの最新投資実績/今年、1億円を儲け... ▼ "Market Super Analysis" Eiji Kinouchi x Tomohiro Okawa Part 1: • 【木野内栄治×大川智宏×柴田阿弥】日本株の長期上昇シナリオ/株価は7月に大幅下落し、... Part 2: • 【大川智宏の最新注目銘柄】攻めの日本株/「高配当」外需株に大注目/米国一強は終焉?「... #NikkeiAverage #Stocks #JapaneseStocks #USStocks #NVIDIA #Nvidia #Bubble #America #Inflation #CrudeOil #StockPrice #Market #Hyperscaler #InterestRates #Investment #Risk #Strategy #AI #Semiconductors #Pivot ▼Announcement PIVOT is one of Japan's largest business video media, boasting 4 million registered users, approximately 50 million monthly views, and approximately 11 million unique users (average from January to May 2026). Based on the know-how cultivated through tie-ups with over 550 companies, it offers high-quality reach unique to video, setting it apart from traditional text media such as articles. The strength of PIVOT tie-ups lies in the ability of MCs with deep business understanding to deliver passion and persuasiveness that cannot be conveyed through text alone. Approximately 50% of PIVOT users are managers or supervisors or higher, and approximately 40% belong to companies with 1,000 or more employees, giving them a strong advantage in public relations, IR, and marketing to decision-making levels (as of the end of April 2026). In marketing, we can analyze everything from viewer retention rates to conversion rates from links in the description box. Numerous examples show that after advertising, it has resulted in record-high branded search volume and generated business opportunities from large corporations and rapidly growing companies. In recruitment, we have achieved results such as a 10% increase in applications for mid-career positions and a 25% improvement in offer acceptance rates. ▼Download media kit and success stories for PIVOT tie-up content here↓ https://pivot.inc/tieup/#media

【木野内栄治×広木隆】日本株は10月から上昇局面へ?/FRB&日銀、9月利上げか/注目セクター:海運、住宅、iPhone関連/NVIDIA決算を分析:AI相場の停滞は短期的か【マーケット超分析】

【売り始めた中国人】外国人のマンショントラブル「中華まん」の実態/中国鎖国化で日本の不動産価格に影響大/中国人による不動産投資は終了?《牧野知弘の不動産インサイト「舛友雄大」》

SoftBank World 2026 孫正義 特別講演

【イラン後の投資】米国株はまだ買いなのか?米国経済スタグフレーション入りのリスクをどう見るべきか?大川智宏に聞け
![[Turbulent British Society] 1 in 6 Young People are NEETs / The Rise of "Self-Responsibility" / W...](https://i.ytimg.com/vi/L2rKtijMNns/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAv72OE9kWHx-mzeKCtQaBIuxPLlw)
[Turbulent British Society] 1 in 6 Young People are NEETs / The Rise of "Self-Responsibility" / W...
![[Tatsuya Goto vs. Shinobu Konno vs. Team Mirai] The Reason for Their Breakthrough… A Deep Dive in...](https://i.ytimg.com/vi/taDVeI-3-q4/hqdefault_custom_1.jpg?sqp=CNiU4dQG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDpN-s3ehLNflw6DrGEZyvcCMq-IQ)
[Tatsuya Goto vs. Shinobu Konno vs. Team Mirai] The Reason for Their Breakthrough… A Deep Dive in...

【倒産の真実】良い赤字と悪い赤字 倒産しない会社の戦略/黒字化ロードマップが描けているか/投資家はキャッシュフローを見よ/メルカリの成功 WeWorkの失敗/村上茂久氏【PIVOT TALK】

【米イラン攻撃再開】なぜ今?米軍が革命防衛隊を空爆…結婚披露宴中の民家5人が…【ReHacQ須賀川拓・松本太・田中浩一郎】

Can Kioxia Reclaim the Global Top Spot? A Direct Interview with Two Key Figures [Koji Hashimoto’s...

【日本は金融緩和を卒業する?】「貯金は正義」の時代は終わり/「ドル離れ」の果てに米株急落と超円高か/為替介入の矛盾/米金利上昇で焦るベッセントと急かされる日銀【エコラボ】
![[Why Learn Islamic History Now?] Where Does the "Islam = Conflict" Image Come From? / Decoding th...](https://i.ytimg.com/vi/0sQgM-Q8wMs/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCS8nq6iwOOg9zVtHmgRLa3AZSt4A)
[Why Learn Islamic History Now?] Where Does the "Islam = Conflict" Image Come From? / Decoding th...

"Standard Practice in the U.S...." What Are the Wrong Ways to Protect Your Assets? Who Should the...

Rule Change Coming as Early as 2028? Why Increasing Net Assets for SMEs Could Be a Disaster...

Will a Former Military Officer Become the Next Prime Minister? Israel's Upcoming Election, Middle...
![[Final Japan National Team Transfer Updates] Why is Kaishu Sano staying? / Is Keito Nakamura's tr...](https://i.ytimg.com/vi/DmmdaXqhacs/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDIbfMyezW1JYthNIy_Xsu_2B-olw)
[Final Japan National Team Transfer Updates] Why is Kaishu Sano staying? / Is Keito Nakamura's tr...
![[Nippon Steel] The reality that domestic steel demand is below COVID-era levels / The structure b...](https://i.ytimg.com/vi/WcrAyjhAa5M/hqdefault_custom_1.jpg?sqp=CNiU4dQG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBF1IG-9mCo9yO8E_JmYC__bW22vA)
[Nippon Steel] The reality that domestic steel demand is below COVID-era levels / The structure b...

【今はオルカンよりS&P500にすべき】なぜS&P500はスペースXを組み入れないのか?/大型IPOで変わる投資信託の裏側/日経平均より読売333がいい理由(マネースキルセット)
![[Who Gains and Loses Value in the AI Era] The Day AI Comes to Life / Build Real-World Experience ...](https://i.ytimg.com/vi/PwkuM0ev7fI/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCMeDORKy0WKKUt5pIT4Ppw5TiJKg)
[Who Gains and Loses Value in the AI Era] The Day AI Comes to Life / Build Real-World Experience ...

【「金利上昇」と財務長官の憂鬱】エコノミスト末廣徹/ベッセント氏 “アベノミクスは終了”の理由/どう歯止め? 日本は約30年ぶり2.95%/債務問題が示す“世界の転換点”【The Priority】

人生がつまらないと思っている人は絶対にこの動画を見てください!

高市総理の“使える”外交カードとは/日本はトランプ氏にNOと言えるか?【8月31日(月) #報道1930】

【川合俊一の投資人生】ITバブル崩壊で1億円損失⁉︎/毎日400万円ずつ消えた衝撃の過去を告白/今の相場は危険?「あの頃に似ている」《川合俊一×大川智宏》
![[Hiroki Takahashi vs. Traditional Performing Art "Kabuki"] Danjuro Ichikawa, Matsuya Onoe, Ainosu...](https://i.ytimg.com/vi/-KDciZ5Df98/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCxfII-8C1isiUjuTY1ngD1iNmA-g)
[Hiroki Takahashi vs. Traditional Performing Art "Kabuki"] Danjuro Ichikawa, Matsuya Onoe, Ainosu...

Hostilities Resume After One Month! US-Iran Tensions Reignite Over Hormuz: Futoshi Matsumoto x Bu...

"1 in 7 is at the Bottom": In a Japan Where Everyone is "Poor," There is No Inequality! The "Real...

【流れ変わったか?】日経平均一時1900円急落、日本市場33業種全て下落
![[Why We Quit Middle School Entrance Exams] Smart Parenting Strategies / Are the Elites Skeptical ...](https://i.ytimg.com/vi/0ZeWlm4K4Ew/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAQlYw67RQEDNzxaxWQ-N3vacj8Xg)
[Why We Quit Middle School Entrance Exams] Smart Parenting Strategies / Are the Elites Skeptical ...
