{"id":265,"date":"2026-08-27T07:33:46","date_gmt":"2026-08-26T22:33:46","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=265"},"modified":"2026-08-27T07:33:46","modified_gmt":"2026-08-26T22:33:46","slug":"daily-morning-report-2026%e5%b9%b48%e6%9c%8827%e6%97%a5","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=265","title":{"rendered":"Daily Morning Report (2026\u5e748\u670827\u65e5)"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">\u7c73\u534a\u5c0e\u4f53\u5927\u624b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e5-7\u6708\u671f\uff08\u7b2c2\u56db\u534a\u671f\uff09\u6c7a\u7b97\u304c\u767a\u8868<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u672c\u65e5\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u91d1\u878d\u5e02\u5834\u306f\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306e\u6c7a\u7b97\u767a\u8868\u3068\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u3001\u7c737\u6708\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\uff08PCE\uff09\u306b\u304a\u3051\u308b\u5b9f\u8cea\u6d88\u8cbb\u306e\u6025\u5931\u901f\u3001\u30ed\u30b7\u30a2\u30fb\u30a6\u30af\u30e9\u30a4\u30ca\u548c\u5e73\u4ea4\u6e09\u306e\u5b8c\u5168\u6c7a\u88c2\u3001\u305d\u3057\u3066\u30e1\u30bf\uff08META\uff09\u306e\u5de8\u984d\u548c\u89e3\u5408\u610f\u3068\u3044\u3046\u3001\u30cf\u30a4\u30c6\u30af\u30fb\u30de\u30af\u30ed\u30fb\u5730\u653f\u5b66\u306e\u91cd\u8981\u6750\u6599\u304c\u4ea4\u932f\u3059\u308b\u6975\u3081\u3066\u5bc6\u5ea6\u306e\u9ad8\u30441\u65e5\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c1\u306b\u3001\u6700\u5927\u306e\u6ce8\u76ee\u30a4\u30d9\u30f3\u30c8\u3067\u3042\u3063\u305f\u7c73\u534a\u5c0e\u4f53\u5927\u624b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e5-7\u6708\u671f\uff08\u7b2c2\u56db\u534a\u671f\uff09\u6c7a\u7b97\u304c\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u3002\u58f2\u4e0a\u9ad8\u5b9f\u7e3e\u306f\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u3001\u7d9a\u304f8-10\u6708\u671f\uff08\u7b2c3\u56db\u534a\u671f\uff09\u306e\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u30921,080\u5104\u30c9\u30eb\u00b12%\uff08\u30a2\u30ca\u30ea\u30b9\u30c8\u5e73\u5747\u4e88\u60f31,052\u5104\u30c9\u30eb\u8d85\uff09\u3068\u63d0\u793a\u3002\u7c97\u5229\u76ca\u7387\u3082\u7d0474%\u3068\u9a5a\u7570\u7684\u306a\u53ce\u76ca\u6027\u3092\u7dad\u6301\u3057\u3001AI\u9700\u8981\u306e\u6025\u62e1\u5927\u306f\u300c2028\u5e74\u307e\u3067\u7d99\u7d9a\u3059\u308b\u300d\u3068\u306e\u6975\u3081\u3066\u5f37\u6c17\u306a\u9577\u671f\u898b\u901a\u3057\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u4e00\u90e8\u306e\u6295\u6a5f\uc801\u8cc7\u91d1\u304c\u671f\u5f85\u3057\u3066\u3044\u305f1,100\u5104\u30c9\u30eb\u8d85\u306e\u8d85\u5f37\u6c17\u6c34\u6e96\u306b\u306f\u5c4a\u304b\u306a\u304b\u3063\u305f\u3053\u3068\u304b\u3089\u3001\u6642\u9593\u5916\u53d6\u5f15\u3067\u682a\u4fa1\u306f\u5c0f\u5e45\u5b89\u306e\u53cd\u5fdc\u3068\u306a\u308a\u3001\u5e02\u5834\u3067\u306f\u300cAI\u8a2d\u5099\u6295\u8cc7\uff08Capex\uff09\u306e\u6210\u9577\u30e2\u30e1\u30f3\u30bf\u30e0\u300d\u3092\u5de1\u308b\u7cbe\u67fb\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c2\u306b\u3001\u7c73\u5546\u52d9\u7701\u7d4c\u6e08\u5206\u6790\u5c40\uff08BEA\uff09\u304c\u767a\u8868\u3057\u305f7\u6708\u306e\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\uff08PCE\uff09\u30b3\u30a2\u4fa1\u683c\u6307\u6570\u306f\u3001\u524d\u6708\u6bd4+0.2%\u3001\u524d\u5e74\u540c\u6708\u6bd4+3.3%\u3068\u5e02\u5834\u4e88\u60f3\u901a\u308a\u306e\u5c0f\u5e45\u306a\u4f38\u3073\u306b\u3068\u3069\u307e\u308a\u307e\u3057\u305f\u3002\u7dcf\u5408PCE\u306f\u524d\u5e74\u6bd4+3.7%\u3068\u4f9d\u7136\u3068\u3057\u3066FRB\u306e2%\u76ee\u6a19\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u30a4\u30f3\u30d5\u30ec\u8abf\u6574\u5f8c\u306e\u300c\u5b9f\u8cea\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\uff08Real Consumer Spending\uff09\u300d\u306f\u524d\u6708\u6bd4\u6a2a\u3070\u3044\uff08\u30bc\u30ed\u6210\u9577\uff09\u306b\u6025\u6e1b\u901f\u30025-6\u6708\u306e\u5805\u8abf\u306a\u4f38\u3073\u304b\u3089\u500b\u4eba\u6d88\u8cbb\u304c\u4e00\u670d\u3057\u305f\u3053\u3068\u3067\u3001\u4eca\u9031\u672b\u306b\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u4f1a\u8b70\u3067\u306e\u521d\u767b\u58c7\u3092\u63a7\u3048\u308b\u30b1\u30d3\u30f3\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5FRB\u8b70\u9577\u306b\u5bfe\u3057\u3001\u8ffd\u52a0\u5229\u4e0a\u3052\u3092\u6025\u304c\u305a\u91d1\u5229\u636e\u3048\u7f6e\u304d\u3092\u6b63\u5f53\u5316\u3059\u308b\u5f37\u529b\u306a\u6750\u6599\uff08Cover\uff09\u3092\u63d0\u4f9b\u3057\u307e\u3057\u305f\u3002\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f4.65%\uff08+2bp\uff09\u3068\u5c0f\u5e45\u306a\u52d5\u304d\u306b\u3068\u3069\u307e\u308a\u3001S&amp;P 500\u306f7,675.70\uff08-0.0%\uff09\u3068\u6a2a\u3070\u3044\u3067\u5f15\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c3\u306b\u3001\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306b\u304a\u3044\u3066\u91cd\u5927\u306a\u5c40\u9762\u5909\u5316\u304c\u767a\u751f\u3057\u307e\u3057\u305f\u3002\u30ed\u30b7\u30a2\u5927\u7d71\u9818\u5e9c\u306b\u8fd1\u3044\u95a2\u4fc2\u8005\u306b\u3088\u308b\u3068\u3001\u30d7\u30fc\u30c1\u30f3\u5927\u7d71\u9818\u306f\u30a6\u30af\u30e9\u30a4\u30ca\u3068\u306e\u548c\u5e73\u5354\u8b70\u67a0\u7d44\u307f\u304c\u4e8b\u5b9f\u4e0a\u5168\u3066\u5d29\u58ca\u3057\u305f\u3068\u5224\u65ad\u3057\u3001\u30a6\u30af\u30e9\u30a4\u30ca\u304c\u300c\u30d1\u30f3\u30c9\u30e9\u306e\u7bb1\u3092\u958b\u3051\u305f\u300d\u3068\u3057\u3066\u30ad\u30fc\u30a6\u4e2d\u5fc3\u90e8\u3084\u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u7269\u6d41\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u5f37\u529b\u306a\u5f3e\u9053\u30df\u30b5\u30a4\u30eb\u653b\u6483\u6fc0\u5316\u3092\u691c\u8a0e\u4e2d\u3067\u3042\u308b\u3053\u3068\u304c\u5224\u660e\u3002CIA\u306e\u30e9\u30c8\u30af\u30ea\u30d5\u9577\u5b98\u304c\u30e2\u30b9\u30af\u30ef\u3092\u6975\u79d8\u8a2a\u554f\u3059\u308b\u306a\u3069\u6c34\u9762\u4e0b\u306e\u7dca\u5f35\u304c\u6975\u9650\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u4e2d\u6771\u3067\u306f\u30a4\u30e9\u30f3\u9769\u547d\u9632\u885b\u968a\u304c\u30aa\u30de\u30fc\u30f3\u3068\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u53ce\u76ca\u914d\u5206\u67a0\u7d44\u307f\u3067\u5408\u610f\u3057\u305f\u3068\u767a\u8868\u3057\u3001\u539f\u6cb9\u5148\u7269\uff08WTI 81.80\u30c9\u30eb\uff09\u306f\u5730\u653f\u5b66\u30d7\u30ec\u30df\u30a2\u30e0\u306e\u5265\u843d\u50be\u5411\u304c\u7d99\u7d9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. \u70ba\u66ff\u30fb\u91d1\u5229\u30fb\u30de\u30af\u30ed\u7d4c\u6e08\u52d5\u5411<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c737\u6708PCE\u5b9f\u8cea\u6d88\u8cbb\u30bc\u30ed\u6210\u9577\u3068\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u524d\u306eFRB\u30b7\u30ca\u30ea\u30aa:<\/strong> 7\u6708PCE\u30b3\u30a2\u30c7\u30d5\u30ec\u30fc\u30bf\u30fc\u306f\u524d\u6708\u6bd4+0.2%\u3068\u30a4\u30f3\u30d5\u30ec\u306e\u843d\u3061\u7740\u304d\u3092\u793a\u5506\u3059\u308b\u4e00\u65b9\u3001\u5b9f\u8cea\u500b\u4eba\u6d88\u8cbb\u304c\u524d\u6708\u6bd40.0%\u3068\u5931\u901f\u3057\u305f\u3053\u3068\u3067\u3001\u7c73\u7d4c\u6e08\u306e\u727d\u5f15\u5f79\u3067\u3042\u308b\u500b\u4eba\u6d88\u8cbb\u306e\u606f\u5207\u308c\u304c\u7d71\u8a08\u4e0a\u3082\u78ba\u8a8d\u3055\u308c\u307e\u3057\u305f\u3002\u5e02\u5834\u30a8\u30b3\u30ce\u30df\u30b9\u30c8\u306f\u300c\u9ad8\u91d1\u5229\u3068\u7d2f\u7a4d\u30a4\u30f3\u30d5\u30ec\u304c\u4f4e\u4e2d\u6240\u5f97\u5c64\u306e\u8cfc\u8cb7\u529b\u3092\u596a\u3063\u3066\u304a\u308a\u3001FRB\u304c\u5e74\u5185\u306b\u8ffd\u52a0\u5229\u4e0a\u3052\u3092\u884c\u3046\u30cf\u30fc\u30c9\u30eb\u306f\u6975\u3081\u3066\u9ad8\u304f\u306a\u3063\u305f\u300d\u3068\u5206\u6790\u3002\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u3067\u306e\u30a6\u30a9\u30fc\u30b7\u30e5\u8b70\u9577\u8b1b\u6f14\u306f\u300c\u5f15\u304d\u7de0\u3081\u7dad\u6301\uff08High for Longer\uff09\u306a\u304c\u3089\u3082\u5229\u4e0a\u3052\u505c\u6b62\u300d\u306e\u30bf\u30ab\u6d3e\u636e\u3048\u7f6e\u304d\u30b7\u30ca\u30ea\u30aa\u304c\u30e1\u30a4\u30f3\u30b9\u30c8\u30ea\u30fc\u30e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u70ba\u66ff\uff08\u30c9\u30eb\u5186\u30fbUSD\/JPY\uff09159.30\u5186\u3068\u65e5\u92809\u6708\u5229\u4e0a\u3052\u306e\u73fe\u5b9f\u5473:<\/strong> \u30c9\u30eb\u5186\u306f159.30\u5186\u8fd1\u8fba\u3067\u81a0\u7740\u72b6\u614b\u3002\u524d\u65e5\u306e\u30ed\u30a4\u30bf\u30fc\u8abf\u67fb\u3067\u300c\u65e5\u92809\u6708\u5229\u4e0a\u3052\u4e88\u60f3\u304c6\u5272\u8d85\u3001\u5230\u9054\u70b91.75%\u4ee5\u4e0a\u3078\u76ee\u7dda\u5f15\u304d\u4e0a\u3052\u300d\u304c\u793a\u3055\u308c\u305f\u3053\u3068\u3001\u3055\u3089\u306b\u660e\u65e528\u65e5\uff08\u91d1\uff09\u306e\u6771\u4eac\u90fd\u533a\u90e8CPI\u767a\u8868\u3092\u63a7\u3048\u3001160.00\u5186\u306e\u5927\u53f0\u5230\u9054\u306b\u5bfe\u3059\u308b\u70ba\u66ff\u4ecb\u5165\u8b66\u6212\u611f\u3068\u65e5\u9280\u5f15\u304d\u7de0\u3081\u30b7\u30ca\u30ea\u30aa\u304c\u5f37\u529b\u306a\u4e0a\u5024\u62b5\u6297\u5e2f\u3068\u3057\u3066\u6a5f\u80fd\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u9ad8\u5e02\u9996\u76f8\u306b\u3088\u308b\u56fd\u969b\u5211\u4e8b\u88c1\u5224\u6240\uff08ICC\uff09\u64c1\u8b77\u8868\u660e:<\/strong> \u9ad8\u5e02\u65e9\u82d7\u9996\u76f8\u306f\u3001\u30c8\u30e9\u30f3\u30d7\u7c73\u653f\u6a29\u304cICC\u306e\u8d64\u6839\u667a\u5b50\u6240\u9577\u306b\u5236\u88c1\u3092\u79d1\u3057\u305f\u3053\u3068\u306b\u5bfe\u3057\u3001\u300c\u65e5\u672c\u306fICC\u306e\u6700\u5927\u306e\u8ca1\u653f\u62e0\u51fa\u56fd\u3067\u3042\u308a\u3001\u3053\u306e\u91cd\u8981\u306a\u56fd\u969b\u6a5f\u95a2\u3092\u5b88\u308a\u629c\u304f\u300d\u3068\u5f37\u3044\u58f0\u660e\u3092\u767a\u8868\u3002\u5bfe\u7c73\u540c\u76df\u3092\u91cd\u8996\u3057\u3064\u3064\u3082\u56fd\u969b\u6cd5\u898f\u30fb\u56fd\u969b\u79e9\u5e8f\u306e\u539f\u5247\u3092\u5b88\u308b\u6bc5\u7136\u3068\u3057\u305f\u5916\u4ea4\u59ff\u52e2\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">3. \u682a\u5f0f\u5e02\u5834\u30fb\u6ce8\u76ee\u4f01\u696d\u52d5\u5411\u3010\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u3011<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\u30fb\u58f2\u4e0a\u9ad81,080\u5104\u30c9\u30eb\u4e88\u60f3\u30682028\u5e74\u307e\u3067\u306eAI\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa\uff09:<\/strong> 5-7\u6708\u671f\u6c7a\u7b97\u3067\u5b9f\u7e3e\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u30018-10\u6708\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u3057\u30661,080\u5104\u30c9\u30eb\u00b12%\uff08\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f31,052\u5104\u30c9\u30eb\u8d85\uff09\u3001\u7c97\u5229\u76ca\u738774%\u3092\u63d0\u793a\u3002\u5e02\u5834\u306e\u6975\u7aef\u306a\u697d\u89b3\u5024\uff081,100\u5104\u30c9\u30eb\u8d85\uff09\u306b\u306f\u5c4a\u304b\u305a\u682a\u4fa1\u306f\u6642\u9593\u5916\u3067\u4e00\u6642\u8edf\u8abf\u3068\u306a\u3063\u305f\u3082\u306e\u306e\u3001\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a1\u30f3CEO\u306f\u300cAI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306f2028\u5e74\u307e\u3067\u8870\u3048\u305a\u62e1\u5927\u3059\u308b\u300d\u3068\u65ad\u8a00\u3002OpenAI\u306e\u72ec\u81ea\u30c1\u30c3\u30d7\u300cJalapeno\u300d\u767a\u8868\u306a\u3069\u3067\u7af6\u4e89\u74b0\u5883\u304c\u5909\u5316\u3059\u308b\u4e2d\u3067\u3082\u3001\u5727\u5012\u7684\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3068\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u30d1\u30ef\u30fc\u3092\u8a87\u793a\u3057\u307e\u3057\u305f\u3002<\/li>\n\n\n\n<li><strong>\u30e1\u30bf\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30ba\uff08META\u30fb2.6\u5146\u5186\u5de8\u984d\u548c\u89e3\uff09:<\/strong> \u7c7329\u5dde\u304b\u3089\u63d0\u8d77\u3055\u308c\u305f\u300c\u82e5\u8005\u306eSNS\u4f9d\u5b58\u30fb\u5b89\u5168\u5bfe\u7b56\u4e0d\u5099\u300d\u3092\u5de1\u308b\u96c6\u56e3\u8a34\u8a1f\u306b\u5bfe\u3057\u3001\u30e1\u30bf\u306f\u6700\u5927167\u5104\u30c9\u30eb\uff08\u7d042\u51466,600\u5104\u5186\uff09\u306e\u548c\u89e3\u91d1\u3092\u652f\u6255\u3046\u3053\u3068\u3067\u5408\u610f\u3002\u5229\u7528\u6642\u9593\u5236\u9650\u3084\u5b89\u5168\u8a2d\u5b9a\u306e\u89e3\u9664\u5236\u9650\u3001\u72ec\u7acb\u76e3\u67fb\u4eba\u306e\u5c0e\u5165\u3092\u53d7\u3051\u5165\u308c\u307e\u3057\u305f\u3002\u5de8\u984d\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u6d41\u51fa\u3068\u306a\u308b\u3082\u306e\u306e\u3001\u9577\u5e74\u306e\u6cd5\u7684\u4e0d\u900f\u660e\u611f\u304c\u6255\u62ed\u3055\u308c\u305f\u70b9\u306b\u306f\u4e00\u5b9a\u306e\u5b89\u5835\u611f\u3082\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30ec\u30dc\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30fb\u30e1\u30c7\u30a3\u30b7\u30f3\u30ba\uff08RVMD\u30fb\u81b5\u81d3\u304c\u3093\u65b0\u85acFDA\u627f\u8a8d\uff09:<\/strong> \u96e3\u6cbb\u6027\u304c\u3093\u3067\u3042\u308b\u9032\u884c\u6027\u81b5\u81d3\u304c\u3093\u60a3\u8005\u306e\u751f\u5b58\u671f\u9593\u3092\u6a19\u6e96\u6cbb\u7642\u306e\u500d\uff086.7\u30f6\u6708\u219213\u30f6\u6708\u8d85\uff09\u306b\u5ef6\u3070\u3059\u753b\u671f\u7684\u65b0\u85ac\u300cRasonque\u300d\u304c\u7c73FDA\u306e\u627f\u8a8d\u3092\u53d6\u5f97\u3002\u5e74\u9593\u85ac\u4fa147.5\u4e07\u30c9\u30eb\uff08\u7d047,500\u4e07\u5186\uff09\u3068\u53f2\u4e0a\u6700\u9ad8\u984d\u30af\u30e9\u30b9\u306e\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u3068\u306a\u308a\u3001\u30d0\u30a4\u30aa\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30bb\u30af\u30bf\u30fc\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u4fa1\u5024\u3092\u5f37\u70c8\u306b\u793a\u3057\u307e\u3057\u305f\u3002<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\uff08CRWD\u30fb\u901a\u671f\u898b\u901a\u3057\u4e0a\u65b9\u4fee\u6b63\u3067\u6025\u4f38\uff09:<\/strong> \u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5927\u624b\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u306f\u3001AI\u3092\u6d3b\u7528\u3057\u305f\u9ad8\u5ea6\u306a\u30b5\u30a4\u30d0\u30fc\u653b\u6483\u306e\u6025\u5897\u3092\u80cc\u666f\u306b\u9700\u8981\u304c\u62e1\u5927\u3057\u3001\u901a\u671f\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u3092\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u8d85\u3048\u3078\u4e0a\u65b9\u4fee\u6b63\u3057\u3066\u682a\u4fa1\u304c\u6025\u4f38\u3002AI\u306e\u666e\u53ca\u304c\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u652f\u51fa\u3092\u4e0d\u53ef\u9006\u7684\u306b\u62e1\u5927\u3055\u305b\u308b\u69cb\u9020\u304c\u78ba\u8a8d\u3055\u308c\u307e\u3057\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">4. \u6697\u53f7\u8cc7\u7523\u30fb\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u539f\u6cb9\u5e02\u5834\uff08WTI $81.80 -0.7% \/ \u30d6\u30ec\u30f3\u30c8 $87.38 -1.4%\u30fb\u53cd\u843d\u57fa\u8abf\u306e\u5b9a\u7740\uff09:<\/strong> \u30a4\u30e9\u30f3\u3068\u30aa\u30de\u30fc\u30f3\u306b\u3088\u308b\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u53ce\u76ca\u914d\u5206\u5408\u610f\u5831\u9053\u3084\u7c73\u56fd\u306e\u5bfe\u30a4\u30e9\u30f3\u5236\u88c1\u306e\u5177\u4f53\u6027\u6b20\u5982\u3092\u53d7\u3051\u3001\u539f\u6cb9\u5148\u7269\u306f\u8edf\u8abf\u306b\u63a8\u79fb\u3002WTI\u306f81\u30c9\u30eb\u53f0\u3001\u30d6\u30ec\u30f3\u30c8\u306f87\u30c9\u30eb\u53f0\u3078\u3068\u6c34\u6e96\u3092\u5207\u308a\u4e0b\u3052\u307e\u3057\u305f\u3002\u4e2d\u6771\u306e\u4f9b\u7d66\u9014\u7d76\u30d7\u30ec\u30df\u30a2\u30e0\u304c\u5f8c\u9000\u3059\u308b\u4e00\u65b9\u3001\u30ed\u30b7\u30a2\u306b\u3088\u308b\u30a6\u30af\u30e9\u30a4\u30ca\u653b\u6483\u6fc0\u5316\u30ea\u30b9\u30af\u304c\u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u7a40\u7269\u5e02\u5834\u306e\u65b0\u305f\u306a\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u8981\u56e0\u3068\u3057\u3066\u6ce8\u8996\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30b4\u30fc\u30eb\u30c9\uff08\u91d1\uff09\u30fb\u8cb4\u91d1\u5c5e\u5e02\u5834\uff08\u5b9f\u8cea\u6d88\u8cbb\u6e1b\u901f\u3068\u5b89\u5168\u8cc7\u7523\u9700\u8981\uff09:<\/strong> \u7c73\u5b9f\u8cea\u6d88\u8cbb\u306e\u505c\u6ede\u3068\u30d7\u30fc\u30c1\u30f3\u5927\u7d71\u9818\u306e\u653b\u6483\u6fc0\u5316\u8b66\u544a\u3092\u53d7\u3051\u3001\u6709\u4e8b\u306e\u5b89\u5168\u8cc7\u7523\u3068\u3057\u3066\u306e\u91d1\u73fe\u7269\u9700\u8981\u304c\u4e0b\u652f\u3048\u3002\u7c73\u91d1\u5229\u304c4.65%\u8fd1\u8fba\u3067\u843d\u3061\u7740\u3044\u3066\u3044\u308b\u3053\u3068\u3082\u30b4\u30fc\u30eb\u30c9\u306e\u5f37\u6c17\u5f62\u72b6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u6697\u53f7\u8cc7\u7523\uff08\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3 BTC\u30fb75,000\u30c9\u30eb\u8fd1\u8fba\u3067\u306e\u5e95\u56fa\u3081\uff09:<\/strong> \u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u306f75,000\u30c9\u30eb\u53f0\u3092\u7dad\u6301\u3002\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306b\u3088\u308b\u6697\u53f7\u8cc7\u7523\u898f\u5236\u7de9\u548c\u671f\u5f85\u3068\u3001\u7c73\u56fd\u306e\u50b5\u52d9\u81a8\u5f35\uff0840\u5146\u30c9\u30eb\uff09\u3092\u80cc\u666f\u3068\u3059\u308b digital alternative asset\u3068\u3057\u3066\u306e\u9078\u597d\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">5. \u8003\u5bdf\u30dd\u30a4\u30f3\u30c8\u3010\u91cd\u8981\u30c6\u30fc\u30de5\u9078\u3092\u5fb9\u5e95\u6df1\u6398\u308a\u3011<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u6c7a\u7b97\u300c1,080\u5104\u30c9\u30eb\u4e88\u60f3\u300d\u306e\u771f\u5b9f \u2014 \u300c\u7269\u8db3\u308a\u306a\u3055\u300d\u306e\u6b63\u4f53\u30682028\u5e74AI\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80cc\u666f\u3068\u6df1\u5c64:<\/strong> \u30a2\u30ca\u30ea\u30b9\u30c8\u5e73\u5747\uff081,052\u5104\u30c9\u30eb\uff09\u3092\u4e0a\u56de\u308a\u7c97\u5229\u76ca\u738774%\u3092\u7dad\u6301\u3057\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u4e00\u90e8\u306e\u6295\u6a5f\u7b4b\u304c\u671f\u5f85\u3057\u305f1,100\u5104\u30c9\u30eb\u8d85\u306b\u5c4a\u304b\u305a\u6642\u9593\u5916\u3067\u682a\u4fa1\u304c\u4e0b\u843d\u3002\u300c\u5b8c\u74a7\u4ee5\u4e0a\u306e\u7d50\u679c\u300d\u3092\u6c42\u3081\u3089\u308c\u308b\u30e1\u30ac\u30ad\u30e3\u30c3\u30d7\u306e\u5bbf\u547d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6295\u8cc7\u8996\u70b9:<\/strong> \u30d5\u30a1\u30f3CEO\u304c\u793a\u3057\u305f\u300c2028\u5e74\u307e\u3067AI\u9700\u8981\u6025\u5897\u304c\u7d9a\u304f\u300d\u3068\u3044\u3046\u9577\u671f\u30b7\u30ca\u30ea\u30aa\u306f\u6975\u3081\u3066\u5f37\u56fa\u3002\u77ed\u671f\u7684\u306a\u904e\u71b1\u8abf\u6574\uff08Buy the dip\u306e\u62bc\u3057\u76ee\u5f62\u6210\uff09\u3092\u7d4c\u3066\u3001AI\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u306e\u9078\u5225\u6295\u8cc7\u304c\u518d\u59cb\u52d5\u3059\u308b\u597d\u6a5f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. \u7c737\u6708PCE\u5b9f\u8cea\u6d88\u8cbb\u300c\u30bc\u30ed\u6210\u9577\u300d\u304c\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u3067FRB\u306b\u4e0e\u3048\u308b\u6c7a\u5b9a\u6253<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80cc\u666f\u3068\u6df1\u5c64:<\/strong> PCE\u7dcf\u5408\u304c\u524d\u5e74\u6bd43.7%\u3068\u9ad8\u304f\u3068\u3082\u3001\u30a4\u30f3\u30d5\u30ec\u8abf\u6574\u5f8c\u306e\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\u304c\u524d\u6708\u6bd4\u6a2a\u3070\u3044\uff08\u30d5\u30e9\u30c3\u30c8\uff09\u306b\u5931\u901f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5e02\u5834\u3078\u306e\u5f71\u97ff:<\/strong> \u9031\u672b\u306e\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u4f1a\u8b70\u3067\u30b1\u30d3\u30f3\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5\u65b0FRB\u8b70\u9577\u304c\u300c\u8ffd\u52a0\u5229\u4e0a\u3052\u306b\u6975\u3081\u3066\u614e\u91cd\u306a\u30b9\u30bf\u30f3\u30b9\uff08\u5229\u4e0a\u3052\u6253\u3061\u6b62\u3081\uff09\u300d\u3092\u8868\u660e\u3059\u308b\u5f37\u529b\u306a\u6839\u62e0\u3068\u306a\u308b\u3002\u91d1\u5229\u9ad8\u6b62\u307e\u308a\u5c40\u9762\u306e\u7d42\u76e4\u6226\u5165\u308a\u3092\u793a\u5506\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. \u30d7\u30fc\u30c1\u30f3\u5927\u7d71\u9818\u300c\u548c\u5e73\u5354\u8b70\u5d29\u58ca\u30fb\u30d1\u30f3\u30c9\u30e9\u306e\u7bb1\u300d\u5ba3\u8a00\u3068\u6b27\u5dde\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u6226\u306e\u6fc0\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80cc\u666f\u3068\u6df1\u5c64:<\/strong> \u30ed\u30b7\u30a2\u5927\u7d71\u9818\u5e9c\u304c\u5916\u4ea4\u4ea4\u6e09\u306e\u884c\u304d\u8a70\u307e\u308a\u3092\u7406\u7531\u306b\u3001\u5f3e\u9053\u30df\u30b5\u30a4\u30eb\u306b\u3088\u308b\u30a6\u30af\u30e9\u30a4\u30ca\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u653b\u6483\u6fc0\u5316\u3092\u6e96\u5099\u3002CIA\u9577\u5b98\u306e\u6975\u79d8\u30e2\u30b9\u30af\u30ef\u8a2a\u554f\u304c\u4e8b\u614b\u306e\u6df1\u523b\u3055\u3092\u7269\u8a9e\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5730\u653f\u5b66\u30fb\u6295\u8cc7\u30ea\u30b9\u30af:<\/strong> \u4e2d\u6771\u30ea\u30b9\u30af\u304c\u5c0f\u5eb7\u72b6\u614b\u3068\u306a\u308b\u4e00\u65b9\u3067\u3001\u6771\u6b27\u5730\u653f\u5b66\u30ea\u30b9\u30af\u304c\u518d\u71c3\u3002\u9632\u885b\u95a2\u9023\u682a\u3084\u6b27\u5dde\u30a8\u30cd\u30eb\u30ae\u30fc\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6ce2\u53ca\u306b\u8b66\u6212\u304c\u5fc5\u8981\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. \u30e1\u30bf\u300c2\u51466,600\u5104\u5186\u548c\u89e3\u300d\u304c\u7a81\u304d\u3064\u3051\u308b\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306e\u898f\u5236\u30b3\u30b9\u30c8\u3068\u53c2\u5165\u969c\u58c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80cc\u666f\u3068\u6df1\u5c64:<\/strong> 10\u4ee3\u306eSNS\u4f9d\u5b58\u3092\u5de1\u308b\u7c7329\u5dde\u8a34\u8a1f\u3067167\u5104\u30c9\u30eb\u3068\u3044\u3046\u5929\u6587\u5b66\u7684\u91d1\u984d\u3067\u548c\u89e3\u3002\u5229\u7528\u6642\u9593\u5236\u9650\u3084\u76e3\u67fb\u53d7\u3051\u5165\u308c\u304c\u7fa9\u52d9\u5316\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u696d\u754c\u69cb\u9020\u306e\u5909\u5316:<\/strong> \u5de8\u984d\u306e\u548c\u89e3\u91d1\u3092\u652f\u6255\u3048\u308b\u30e1\u30ac\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08Meta\uff09\u306b\u3068\u3063\u3066\u306f\u60aa\u6750\u6599\u51fa\u5c3d\u304f\u3057\u3068\u306a\u308b\u4e00\u65b9\u3001\u4e2d\u5c0f\u306eSNS\u30fb\u30c6\u30c3\u30af\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u5b89\u5168\u30fb\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u6e96\u306e\u5f15\u304d\u4e0a\u3052\u304c\u5de8\u5927\u306a\u53c2\u5165\u969c\u58c1\u3068\u3057\u3066\u4f5c\u7528\u3059\u308b\u76ae\u8089\u306a\u7d50\u679c\u306b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. \u30ec\u30dc\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30fb\u30e1\u30c7\u30a3\u30b7\u30f3\u30ba\u81b5\u81d3\u304c\u3093\u65b0\u85ac\uff08\u5e747,500\u4e07\u5186\uff09\u627f\u8a8d\u3068\u30d0\u30a4\u30aa\u30c6\u30c3\u30af\u306e\u5fa9\u6a29<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80cc\u666f\u3068\u6df1\u5c64:<\/strong> \u751f\u5b58\u671f\u9593\u3092\u500d\u5897\u3055\u305b\u308b\u753b\u671f\u7684\u6297\u304c\u3093\u5264\u300cRasonque\u300d\u304cFDA\u627f\u8a8d\u3002\u6975\u3081\u3066\u9ad8\u3044\u30a2\u30f3\u30e1\u30c3\u30c8\u30e1\u30c7\u30a3\u30ab\u30eb\u30cb\u30fc\u30ba\u306b\u5bfe\u3059\u308b\u8d85\u9ad8\u984d\u85ac\u4fa1\u306e\u8a2d\u5b9a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6295\u8cc7\u8996\u70b9:<\/strong> \u91d1\u5229\u9ad8\u5c40\u9762\u3067\u656c\u9060\u3055\u308c\u3066\u304d\u305f\u5275\u85ac\u30fb\u30d0\u30a4\u30aa\u30bb\u30af\u30bf\u30fc\u306b\u304a\u3044\u3066\u3001\u660e\u78ba\u306a\u81e8\u5e8a\u30c7\u30fc\u30bf\u3068\u5727\u5012\u7684\u306a\u4fa1\u683c\u6c7a\u5b9a\u529b\u3092\u6301\u3064\u771f\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u9298\u67c4\u3078\u306e\u5927\u53e3\u8cc7\u91d1\u30b7\u30d5\u30c8\u3092\u8c61\u5fb4\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7c73\u534a\u5c0e\u4f53\u5927\u624b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e5-7\u6708\u671f\uff08\u7b2c2\u56db\u534a\u671f\uff09\u6c7a\u7b97\u304c\u767a\u8868 1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8 \u672c\u65e5\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u91d1\u878d\u5e02\u5834\u306f\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306e\u6c7a\u7b97\u767a\u8868\u3068\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u3001\u7c737\u6708\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\uff08PCE\uff09\u306b\u304a\u3051\u308b\u5b9f\u8cea\u6d88\u8cbb\u306e\u6025\u5931\u901f [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":266,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[12],"class_list":["post-265","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investment","tag-morning-news"],"_links":{"self":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts\/265","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=265"}],"version-history":[{"count":1,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts\/265\/revisions"}],"predecessor-version":[{"id":267,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts\/265\/revisions\/267"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/media\/266"}],"wp:attachment":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=265"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=265"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=265"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}