ラザード岸田氏対談!エヌビディア株価&SKハイニックス現地取材(ハッチの米国株マーケットセミナー2026年9月)

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ラザード岸田氏対談!エヌビディア株価&SKハイニックス現地取材(ハッチの米国株マーケットセミナー2026年9月) <2026年9月24日(木)開催> ▼ハッチの米国株マーケットセミナー(口座保有者限定) ※誠に恐れ入りますが、資料のダウンロードは、口座保有者様限定のリアルタイムセミナーにご参加いただいた方に限らせていただいております。 <目次> 00:00:00 オープニング 00:03:03 デイビッド現地レポート 00:08:47 米国株市場の現状:9月アノマリーと割安感・注目株「EROK」 00:36:34 【特別ゲスト:ラザード岸田有央氏】エヌビディア フアンCEO直伝!日本の「フィジカルAI」とインフラ投資 00:47:37 エヌビディア株価分析:PER18倍の割安感と循環取引懸念の真相 01:07:51 岸田氏がSKハイニックス現地取材!世界最大級HBM工場とAI需要の本質 01:20:06 グローバル・ロボティクスファンド徹底分析!アクティブ投資の楽しみ方 01:28:44 次回セミナーのお知らせ 動画内でご紹介したファンド ◆グローバル・ロボティクス株式ファンド(年2回決算型) ◆マネックス証券(米国株)のXアカウント ◆岡元兵八郎(ハッチ)のXアカウント リスク・手数料などの重要事項に関する説明はこちら↓ セミナーに関するご留意事項はこちら↓ マネックス証券株式会社  〒107-6025 東京都港区赤坂1-12-32 アーク森ビル25階 金融商品取引業者 関東財務局長(金商)第165号 加入協会:日本証券業協会、一般社団法人 第二種金融商品取引業協会、一般社団法人 金融先物取引業協会、一般社団法人 日本暗号資産等取引業協会、一般社団法人 資産運用業協会 お問合せ先:feedback@monex.co.jp
  2026/09/29      youtube
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