{"id":203,"date":"2026-08-20T07:26:19","date_gmt":"2026-08-19T22:26:19","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=203"},"modified":"2026-08-20T19:46:49","modified_gmt":"2026-08-20T10:46:49","slug":"daily-morning-report-3","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=203","title":{"rendered":"Daily Morning Report"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\"><strong> 2026\u5e748\u670820\u65e5<\/strong>\u3000\u7c73\u8ca1\u52d9\u7701\u7570\u4f8b\u306e\u767a\u8868<\/h1>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u8ca1\u52d9\u7701\uff08\u30d9\u30c3\u30bb\u30f3\u30c8\u9577\u5b98\uff09\u304c\u9577\u671f\u56fd\u50b5\u306e\u6d41\u52d5\u6027\u652f\u63f4\u8cb7\u3044\u623b\u3057\u30aa\u30da\u3092\u300c\u5c11\u306a\u304f\u3068\u30822\u500d\u300d\u306b\u5f15\u304d\u4e0a\u3052\u308b\u7570\u4f8b\u306e\u767a\u8868\u3092\u884c\u3044\u3001\u7c7330\u5e74\u50b5\u5229\u56de\u308a\u304c\u4e00\u664210bp\u6025\u4f4e\u4e0b\uff085.18%\uff09\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u30824.64%\u3078\u6025\u4f4e\u4e0b\u3057\u307e\u3057\u305f<a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/www.google.com\/search?q=https:\/\/mail.google.com\/mail\/u\/0\/%23search\/after%253A2026%252F08%252F18\/1a01bde519c5d3ca\">[Bloomberg \u4eca\u671d\u306e5\u672c]<\/a><a target=\"_blank\" rel=\"noreferrer noopener\" href=\"https:\/\/www.google.com\/search?q=https:\/\/mail.google.com\/mail\/u\/0\/%23search\/after%253A2026%252F08%252F18\/1a01c0ced9f8eeb9\">[Bloomberg Evening Briefing]<\/a>\u3002\u3053\u308c\u306b\u4f34\u3044\u70ba\u66ff\u5e02\u5834\u3067\u306f\u30c9\u30eb\u5168\u9762\u5b89\u3068\u306a\u308a\u3001\u30c9\u30eb\u5186\u306f\u524d\u65e5\u306e159\u5186\u53f0\u5f8c\u534a\u304b\u3089\u4e00\u6642158.05\u5186\uff08\u7d42\u5024158.15\u5186\u3001\u524d\u65e5\u6bd4-0.9%\u3001\u7d041.5\u5186\u306e\u6025\u843d\uff09\u3078\u53cd\u843d\u3057\u307e\u3057\u305f\u3002\u80cc\u666f\u306b\u306f\u7c73\u56fd\u306e\u516c\u7684\u50b5\u52d9\u304c\u53f2\u4e0a\u521d\u3081\u306640\u5146\u30c9\u30eb\uff08\u7d046,400\u5146\u5186\uff09\u3092\u7a81\u7834\u3057\u300c\u50b5\u52d9\u7834\u6ec5\u30eb\u30fc\u30d7\uff08Doom Loop\uff09\u300d\u3078\u306e\u8b66\u6212\u611f\u304c\u5f37\u307e\u308b\u4e2d\u3001\u653f\u6a29\u304c\u91d1\u5229\u9ad8\u3092\u529b\u6280\u3067\u6291\u3048\u8fbc\u3093\u3060\u5f62\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u5225\u682a\u3067\u306f\u30e2\u30c7\u30eb\u30ca\uff08MRNA\uff09\u304c\u304c\u3093\u30ef\u30af\u30c1\u30f3\u6cbb\u9a13\u6210\u529f\u3067+177%\u66b4\u9a30\u3057\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u304c290\u5104\u30c9\u30eb\u306e\u5de8\u984d\u81ea\u793e\u682a\u8cb7\u3044\u3092\u767a\u8868\u3002\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u3067\u306f\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u3068\u696d\u754c\u5e79\u90e8\u306e\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u4f1a\u8ac7\u3092\u53d7\u3051\u3001\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u304c\u7d048%\u6025\u9a30\uff0869,500\u30c9\u30eb\u56de\u5fa9\uff09\u305710\u5104\u30c9\u30eb\u8d85\u306e\u7a7a\u58f2\u308a\u304c\u8e0f\u307f\u4e0a\u3052\u3089\u308c\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>2. \u70ba\u66ff\u30fb\u30de\u30af\u30ed\u52d5\u5411<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u8ca1\u52d9\u7701\u306e\u56fd\u50b5\u8cb7\u3044\u623b\u3057\u5897\u984d\u3068\u30c9\u30eb\u5186158\u5186\u53f0\u6025\u843d<\/strong>: \u7c7330\u5e74\u50b5\u5229\u56de\u308a\u304c2007\u5e74\u4ee5\u6765\u9ad8\u6c34\u6e96\u3092\u4ed8\u3051\u305f\u7fcc\u65e5\u3001\u7c73\u8ca1\u52d9\u7701\u304c\u9577\u671f\u50b5\u8cb7\u3044\u623b\u3057\u67a0\u306e\u500d\u5897\u3092\u767a\u8868\u3002\u9577\u671f\u91d1\u5229\u306e\u6025\u4f4e\u4e0b\u3068\u3068\u3082\u306b\u30c9\u30eb\u6307\u6570\u304c3\u30f6\u6708\u3076\u308a\u5b89\u5024\u3078\u6025\u843d\u3057\u3001\u30c9\u30eb\u5186\u306f158.15\u5186\uff08\u5b89\u5024158.05\u5186\uff09\u3078\u6025\u53cd\u843d\u3002<\/li>\n\n\n\n<li><strong>\u7c73\u516c\u7684\u50b5\u52d940\u5146\u30c9\u30eb\u7a81\u7834\u3068\u300cDoom Loop\u300d\u61f8\u5ff5<\/strong>: \u7c73\u56fd\u306e\u9023\u90a6\u50b5\u52d9\u6b8b\u9ad8\u304c\u53f2\u4e0a\u521d\u306e40\u5146\u30c9\u30eb\uff08\u7d046,400\u5146\u5186\uff09\u306e\u5927\u53f0\u3092\u7a81\u7834\u3002\u5229\u6255\u3044\u8cbb\u304c\u793e\u4f1a\u4fdd\u969c\u30fb\u533b\u7642\u306b\u6b21\u3050\u4e88\u7b97\u7b2c3\u4f4d\u306b\u81a8\u5f35\u3002\u6e1b\u7a0e\u7d99\u7d9a\u306b\u3088\u308b\u8ca1\u653f\u60aa\u5316\u3068\u91d1\u5229\u4e0a\u6607\u306e\u30b9\u30d1\u30a4\u30e9\u30eb\uff08\u7834\u6ec5\u30eb\u30fc\u30d7\uff09\u304c\u5e02\u5834\u306e\u69cb\u9020\u7684\u30ea\u30b9\u30af\u306b\u3002<\/li>\n\n\n\n<li><strong>7\u6708FOMC\u8b70\u4e8b\u8981\u65e8\uff08\u30bf\u30ab\u6d3e\u59ff\u52e2\u306e\u6d6e\u5f6b\u308a\uff09<\/strong>: \u300c\u591a\u304f\u306e\u53c2\u52a0\u8005\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u9ad8\u6b62\u307e\u308a\u3059\u308c\u3070\u8ffd\u52a0\u5229\u4e0a\u3052\u304c\u5fc5\u8981\u306b\u306a\u308b\u3068\u8a8d\u8b58\u300d\u3057\u3066\u3044\u305f\u3053\u3068\u304c\u5224\u660e<a href=\"https:\/\/www.google.com\/search?q=https:\/\/mail.google.com\/mail\/u\/0\/%23search\/after%253A2026%252F08%252F18\/1a01b46de914eb5a\" target=\"_blank\" rel=\"noreferrer noopener\">[SBI\u8a3c\u5238\u901f\u5831]<\/a>\u3002\u4e00\u90e8\u53c2\u52a0\u8005\u306f\u5229\u4e0a\u3052\u3092\u4e3b\u5f35\u3002\u4e00\u65b9\u3001\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306f\u300c\u7c73\u56fd\u306e\u6210\u529f\u306b\u4f34\u3044\u91d1\u5229\u306f\u5f15\u304d\u4e0b\u3052\u308b\u3079\u304d\u3060\u300d\u3068\u6539\u3081\u3066\u5229\u4e0b\u3052\u5727\u529b\u3092\u5f37\u5316\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>3. \u682a\u5f0f\u5e02\u5834\u30fb\u6ce8\u76ee\u4f01\u696d\u3010\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u3011<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u56fd\u682a\u5f0f\u5e02\u5834\uff08S&amp;P 500 +0.2% \u53cd\u767a\uff09<\/strong>: \u9577\u671f\u91d1\u5229\u306e\u6025\u4f4e\u4e0b\u3092\u597d\u611f\u3057\u30017,707.98\u3078\u5c0f\u5e45\u53cd\u767a\u3002<\/li>\n\n\n\n<li><strong>\u30e2\u30c7\u30eb\u30ca\uff08MRNA\u30fb\u682a\u4fa1+177%\u66b4\u9a30\uff09 \/ \u30e1\u30eb\u30af\uff08MRK\u30fb+13%\uff09<\/strong>: \u30e1\u30eb\u30af\u3068\u5171\u540c\u958b\u767a\u4e2d\u306e\u500b\u5225\u5316\u304c\u3093\u30ef\u30af\u30c1\u30f3\uff08mRNA\u6280\u8853\uff09\u304c\u76ae\u819a\u304c\u3093\uff08\u30e1\u30e9\u30ce\u30fc\u30de\uff09\u5f8c\u671f\u81e8\u5e8a\u8a66\u9a13\u3067\u518d\u767a\u30ea\u30b9\u30af\u3092\u6709\u610f\u306b\u4f4e\u6e1b\u3057\u305f\u3068\u767a\u8868\u3002\u304c\u3093\u6cbb\u7642\u3078\u306emRNA\u5fdc\u7528\u671f\u5f85\u304b\u3089\u682a\u4fa1\u304c1\u65e5\u30672.7\u500d\u8d85\u306b\u66b4\u9a30\u3002<\/li>\n\n\n\n<li><strong>SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\uff08290\u5104\u30c9\u30eb\u306e\u5de8\u984d\u81ea\u793e\u682a\u8cb7\u3044\uff09<\/strong>: \u76f4\u8fd12\u30f6\u6708\u3067\u682a\u4fa1\u304c50%\u4ee5\u4e0a\u6025\u843d\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3001290\u5104\u30c9\u30eb\uff08\u7d044.6\u5146\u5186\uff09\u898f\u6a21\u306e\u81ea\u793e\u682a\u8cb7\u3044\u3068\u682a\u4e3b\u9084\u5143\u62e1\u5927\u3092\u767a\u8868\u3002AI\u534a\u5c0e\u4f53\u30d0\u30d6\u30eb\u306e\u8abf\u6574\u5c40\u9762\u3067\u5e02\u5834\u5b89\u5b9a\u5316\u3092\u56f3\u308b\u3002<\/li>\n\n\n\n<li><strong>\u65e5\u672c\u682a\uff08\u307f\u305a\u307b\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30b0\u30eb\u30fc\u30d7\u30fb8411 \/ \u307f\u305a\u307b\u8a3c\u5238\uff09<\/strong>: \u5bcc\u88d5\u5c64\u30d3\u30b8\u30cd\u30b9\u5f37\u5316\u306e\u305f\u3081\u3001\u90fd\u5fc33\u652f\u5e97250\u4eba\u3092\u96c6\u7d04\u3057\u305f\u300c\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u90e8\u300d\u304a\u3088\u3073\u6cd5\u4eba\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u55b6\u696d\u90e8\u309210\u6708\u306b\u65b0\u8a2d\u3002\u6cd5\u4eba\u55b6\u696d\u54e1\u30922028\u5e74\u5ea6\u307e\u3067\u306b6\u5272\u5897\u54e1\u3059\u308b\u65b9\u91dd\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>4. \u6697\u53f7\u8cc7\u7523\u30fb\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\uff08BTC\u30fb+8%\u6025\u9a30\u300169,500\u30c9\u30eb\u56de\u5fa9\uff09<\/strong>: \u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u30b3\u30a4\u30f3\u30d9\u30fc\u30b9\u7b49\u306e\u6697\u53f7\u8cc7\u7523\u30fb\u4e88\u6e2c\u5e02\u5834\u30c8\u30c3\u30d7\u3068\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u3067\u4f1a\u8ac7\u3057\u3001\u6cd5\u6574\u5099\u3068\u898f\u5236\u7de9\u548c\u3092\u8b70\u4f1a\u306b\u8981\u8acb\u3002\u3053\u308c\u3092\u53d7\u30511\u6642\u9593\u306710\u5104\u30c9\u30eb\u4ee5\u4e0a\u306e\u30b7\u30e7\u30fc\u30c8\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u5f37\u5236\u6e05\u7b97\uff08\u30b7\u30e7\u30fc\u30c8\u30b9\u30af\u30a4\u30ba\uff09\u3055\u308c\u3001\u76f8\u5834\u304c\u6025\u53cd\u767a\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u6771\u60c5\u52e2\uff08UAE\u304c\u30a4\u30e9\u30f3\u3068\u7d4c\u6e08\u65ad\u7d76\uff09<\/strong>: UAE\u304c\u30a4\u30e9\u30f3\u306b\u3088\u308b\u5f3e\u9053\u30df\u30b5\u30a4\u30eb\u767a\u5c04\u3092\u975e\u96e3\u3057\u3001\u5168\u8cbf\u6613\u30fb\u91d1\u878d\u53d6\u5f15\u306e\u505c\u6b62\uff08\u7d4c\u6e08\u95a2\u4fc2\u65ad\u7d76\uff09\u3092\u767a\u8868\u3002\u30a4\u30e9\u30f3\u5305\u56f2\u7db2\u304c\u4e00\u6bb5\u3068\u5f37\u5316\u3002\u539f\u6cb9\u5e02\u5834\uff08\u30d6\u30ec\u30f3\u30c8 $91.51 \/ WTI $85.70\uff09\u306f\u9ad8\u5024\u570f\u3092\u7dad\u6301\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>5. \u8003\u5bdf\u30dd\u30a4\u30f3\u30c8\uff08\u95a2\u5fc3\u5ea6\u4e0a\u4f4d5\u9078\uff09<\/strong><\/h4>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>\u7c73\u8ca1\u52d9\u7701\u300c\u56fd\u50b5\u8cb7\u3044\u623b\u3057\u500d\u5897\u30aa\u30da\u300d\u306e\u5947\u8972\u3068\u30c9\u30eb\u5186158\u5186\u53f0\u6025\u843d\u306e\u6df1\u5c64<\/strong>: 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