【日本株の底入れは近い？】中東有事の相場影響は1カ月程度か／非鉄金属・半導体材料が再び「成長産業」に／夜明け近い「構造改革」の進捗／日経平均株価の見通し【ニュース解説】 | 東洋経済オンラインYouTube | 東洋経済オンライン

This page is a video news commentary published by Toyokeizai Online on April 2, 2026. Kentaro Shida, head of research at Yamawa Securities, analyzes promising investment sectors using a "stock clock" based on corporate performance. The Middle East situation's market impact is expected to last about one month. Non-ferrous metals and semiconductor materials are re-emerging as growth industries. Progress is being made in structural reforms across automotive parts, food, and cosmetics sectors. The video also provides outlook on the Nikkei 225 stock index.