{"id":281,"date":"2026-08-30T08:48:31","date_gmt":"2026-08-29T23:48:31","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=281"},"modified":"2026-08-30T08:48:31","modified_gmt":"2026-08-29T23:48:31","slug":"weekly-morning-report-2026%e5%b9%b48%e6%9c%88%e7%ac%ac4%e9%80%b1-8-24%e3%80%9c8-29","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=281","title":{"rendered":"Weekly Morning Report (2026\u5e748\u6708\u7b2c4\u9031 \/ 8\/24\u301c8\/29)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. \u9031\u9593\u30de\u30fc\u30b1\u30c3\u30c8\u7dcf\u62ec\uff06\u30de\u30af\u30ed\u30c8\u30ec\u30f3\u30c9\u5206\u6790<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u66dc\u65e5\u306e\u671d\u3001\u3053\u306e1\u9031\u9593\u306e\u30de\u30fc\u30b1\u30c3\u30c8\u30ce\u30fc\u30c8\u3092\u632f\u308a\u8fd4\u308a\u306a\u304c\u3089\u6539\u3081\u3066\u611f\u3058\u3066\u3044\u308b\u306e\u306f\u3001\u300c2026\u5e74\u5f8c\u534a\u306e\u91d1\u878d\u5e02\u5834\u306e\u30eb\u30fc\u30eb\u304c\u6839\u5e95\u304b\u3089\u66f8\u304d\u63db\u308f\u3063\u305f\u300d\u3068\u3044\u3046\u5f37\u70c8\u306a\u624b\u5fdc\u3048\u3060\u3002<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u9031\uff088\u670824\u65e5\u301c8\u670829\u65e5\uff09\u306e\u6700\u5927\u306e\u30cf\u30a4\u30e9\u30a4\u30c8\u306f\u3001\u9593\u9055\u3044\u306a\u304f\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u4f1a\u8b70\u306b\u304a\u3051\u308b\u65b0FRB\u8b70\u9577\u30b1\u30d3\u30f3\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5\u6c0f\u306e\u521d\u767b\u58c7\u3060\u3063\u305f\u3002\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304b\u3089\u300c\u5229\u4e0b\u3052\u306e\u5207\u308a\u672d\u300d\u3068\u3057\u3066\u9001\u308a\u8fbc\u307e\u308c\u305f\u306f\u305a\u306e\u30a6\u30a9\u30fc\u30b7\u30e5\u6c0f\u304c\u653e\u3063\u305f\u8a00\u8449\u306f\u3001\u5e02\u5834\u306e\u30cf\u30c8\u6d3e\u5e7b\u60f3\u3092\u5bb9\u8d66\u306a\u304f\u6253\u3061\u7815\u304f\u30bf\u30ab\u6d3e\u5ba3\u8a00\u3002\u300c\u30a4\u30f3\u30d5\u30ec\u306f\u610f\u5473\u306e\u3042\u308b\u5f62\u3067\u6e1b\u901f\u3057\u3066\u3044\u306a\u3044\u300d\u300cFRB\u306b\u306f\u307e\u3060\u3084\u308b\u3079\u304d\u4ed5\u4e8b\uff08work to do\uff09\u304c\u3042\u308b\u300d\u3002\u3053\u306e\u4e00\u8a00\u3067\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u304c\u5922\u898b\u3066\u3044\u305f\u300c\u5e74\u5185\u5229\u4e0b\u3052\u300d\u306e\u30b7\u30ca\u30ea\u30aa\u306f\u307b\u307c\u6d88\u6ec5\u3057\u305f\u3002\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f4.67%\u3078\u518d\u4e0a\u6607\u3057\u3001\u300c\u9ad8\u91d1\u5229\u306e\u9577\u671f\u5316\uff08Higher for Longer\uff09\u300d\u304c\u78ba\u5b9a\u3057\u305f\u306e\u3060\u3002\u3053\u308c\u306f\u30c7\u30ab\u3044\u3002<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u6642\u306b\u3001\u6771\u4eac\u5e02\u5834\u3067\u306f\u6b74\u53f2\u7684\u306a\u5730\u6bbb\u5909\u52d5\u304c\u8d77\u304d\u305f\u3002\u91d1\u5229\u30b9\u30ef\u30c3\u30d7\uff08OIS\uff09\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u65e5\u9280\u304c\u6b21\u56de9\u6708\u4f1a\u5408\u3067\u8ffd\u52a0\u5229\u4e0a\u3052\uff080.50%\u3078\uff09\u306b\u8e0f\u307f\u5207\u308b\u78ba\u7387\u304c\u30017\u6708\u672b\u306e23%\u304b\u3089\u4e00\u6c17\u306b\u300c80%\u4ee5\u4e0a\u300d\u3078\u3068\u6025\u4f38\u3057\u305f\u300227\u65e5\u306e\u6c37\u898b\u91ce\u526f\u7dcf\u88c1\u306b\u3088\u308b\u300c\u7269\u4fa1\u76ee\u6a192%\u8d85\u904e\u30ea\u30b9\u30af\u3078\u306e\u8b66\u6212\u3068\u6bce\u4f1a\u5408\u3067\u306e\u691c\u8a0e\u300d\u767a\u8a00\u304c\u65e9\u671f\u5229\u4e0a\u3052\u3092\u5b9f\u8cea\u7684\u306b\u8ffd\u8a8d\u3057\u305f\u5f62\u3060\u3002\u3055\u3089\u306b\u3001\u7c73\u8ca1\u52d9\u7701\u306e\u30d9\u30c3\u30bb\u30f3\u30c8\u9577\u5b98\u304c\u30a6\u30a9\u30fc\u30ec\u30f3\u4e0a\u9662\u8b70\u54e1\u3078\u306e\u516c\u5f0f\u66f8\u7c21\u3067\u30017\u6708\u672b\u306e\u65e5\u7c73\u5354\u8abf\u70ba\u66ff\u4ecb\u5165\u306b\u3064\u3044\u3066\u300c\u7121\u79e9\u5e8f\u306a\u5186\u6025\u843d\u304c\u7c73\u56fd\u50b5\u306e\u5f37\u5236\u58f2\u5374\uff08Forced Unwinds\uff09\u3092\u62db\u304d\u3001\u7c73\u56fd\u306e\u9577\u671f\u91d1\u5229\u3068\u501f\u5165\u30b3\u30b9\u30c8\u3092\u8df3\u306d\u4e0a\u3052\u308b\u306e\u3092\u9632\u3050\u305f\u3081\u306e\u9632\u885b\u63aa\u7f6e\u3060\u3063\u305f\u300d\u3068\u8a8d\u3081\u305f\u3002\u65e5\u7c73\u53cc\u65b9\u304c\u300c160\u5186\u3092\u8d85\u3048\u308b\u5186\u5b89\u653e\u7f6e\u306f\u81ea\u56fd\u306e\u56fd\u76ca\u3092\u7834\u58ca\u3059\u308b\u300d\u3068\u3044\u3046\u5171\u901a\u8a8d\u8b58\u3067\u4e00\u81f4\u3057\u305f\u77ac\u9593\u3060\u3063\u305f\u3002<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3067\u3001\u30cf\u30a4\u30c6\u30af\u5e02\u5834\u3067\u306f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u304c5-7\u6708\u671f\u6c7a\u7b97\u3067\u58f2\u4e0a\u9ad8962.2\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+105.9%\uff09\u3092\u53e9\u304d\u51fa\u3057\u3001\u3055\u3089\u306b2028\u5e74\u5ea6\u306e\u901a\u671f\u58f2\u4e0a\u9ad8\u304c\u7d0470%\u5897\uff08\u5e02\u5834\u4e88\u60f345%\u5897\uff09\u306b\u306a\u308b\u3068\u306e\u7570\u6b21\u5143\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u793a\u3002\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9AI\u306e\u62e0\u70b9\u300cHugging Face\u300d\u3092129\u5104\u30c9\u30eb\uff08\u7d042\u5146\u5186\uff09\u3067\u8cb7\u53ce\u5408\u610f\u3057\u3001\u305f\u3063\u305f1\u65e5\u3067\u6642\u4fa1\u7dcf\u984d\u3092\u7d0470\u5146\u5186\u5897\u3084\u3057\u305f\u3002\u56fd\u5185\u3067\u3082\u30ad\u30aa\u30af\u30b7\u30a2\u304c6\u5e74\u30675\u5146\u5186\u306e\u5de8\u984d\u8a2d\u5099\u6295\u8cc7\u3092\u767a\u8868\u3002AI\u30a4\u30f3\u30d5\u30e9\u306e\u62e1\u5f35\u72c2\u4e71\u304c\u7d9a\u304f\u4e00\u65b9\u3067\u3001\u7c73\u52a0\u901a\u5546\u6226\u4e89\u306e\u52c3\u767a\uff08\u30ab\u30ca\u30c0\u304c200\u5104\u30c9\u30eb\u306e\u5831\u5fa9\u95a2\u7a0e\u767a\u8868\uff09\u3084\u3001\u4e2d\u6771\u958b\u62266\u30f6\u6708\u306b\u4f34\u3046\u7c73\u30ac\u30bd\u30ea\u30f3\u5728\u5eab\u306e14\u5e74\u3076\u308a\u4f4e\u6c34\u6e96\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u306b\u3088\u308b\u9285\u4fa1\u683c\u306e\u53f2\u4e0a\u6700\u9ad8\u5024\u66f4\u65b0\u306a\u3069\u3001\u300c\u5b9f\u7269\u8cc7\u6e90\u306e\u4f9b\u7d66\u5236\u7d04\u3068\u9ad8\u91d1\u5229\u304c\u30cf\u30a4\u30c6\u30af\u76f8\u5834\u306e\u8db3\u3092\u5f15\u3063\u5f35\u308b\u300d\u3068\u3044\u3046\u8907\u96d1\u602a\u5947\u306a\u69cb\u9020\u304c\u6d6e\u304d\u5f6b\u308a\u3068\u306a\u3063\u305f1\u9031\u9593\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. \u8cc7\u7523\u30af\u30e9\u30b9\u5225\u30fb\u9031\u9593\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u52d5\u5411\u691c\u8a3c<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2460 \u70ba\u66ff\u5e02\u5834\uff08FX\uff09\uff1a\u30c9\u30eb\u5186159\u5186\u53f0\u81a0\u7740\u3068\u65e5\u92809\u6708\u5229\u4e0a\u3052\u306e\u73fe\u5b9f\u5473<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u30c9\u30eb\/\u5186\uff08USD\/JPY\uff09<\/strong>: \u9031\u521d159.15\u5186\u8fd1\u8fba\u304b\u3089\u30b9\u30bf\u30fc\u30c8\u3057\u3001\u7c73\u8ca1\u52d9\u7701\u306e\u5bfe\u30a4\u30e9\u30f3\u5236\u88c1\u767a\u8868\u3084\u539f\u6cb9\u4e71\u9ad8\u4e0b\u3001\u30a6\u30a9\u30fc\u30b7\u30e5FRB\u8b70\u9577\u306e\u30bf\u30ab\u6d3e\u767a\u8a00\u3092\u7d4c\u3066\u3001\u9031\u672b\u306f159.40\u5186\u8fd1\u8fba\u3067\u30af\u30ed\u30fc\u30ba\u3002\u4e00\u898b\u3059\u308b\u3068\u5024\u52d5\u304d\u306f\u5c0f\u5e45\u3060\u304c\u3001\u6c34\u9762\u4e0b\u3067\u306f\u65e5\u7c73\u306e\u91d1\u878d\u653f\u7b56\u306e\u4e3b\u5c0e\u6a29\u4e89\u3044\u304c\u6fc0\u5316\u3057\u3066\u3044\u308b\u3002\u30d9\u30c3\u30bb\u30f3\u30c8\u9577\u5b98\u306e\u300c\u5186\u9632\u885b\uff1d\u7c73\u56fd\u50b5\u9632\u885b\u300d\u306e\u544a\u767d\u306b\u3088\u308a160\u5186\u306e\u5927\u53f0\u306b\u306f\u5f37\u70c8\u306a\u4ecb\u5165\u9632\u58c1\u304c\u7bc9\u304b\u308c\u305f\u4e00\u65b9\u3001\u65e5\u7c73\u91d1\u5229\u5dee\u306e\u539a\u307f\u304c\u4f9d\u7136\u3068\u3057\u3066\u4e0b\u5024\u3092\u652f\u3048\u308b\u69cb\u56f3\u3060\u3002<\/li>\n\n\n\n<li><strong>\u65e5\u672c\u56fd\u5185\u30de\u30af\u30ed\uff08\u65e5\u92809\u6708\u5229\u4e0a\u3052\u78ba\u738780%\u8d85\uff09<\/strong>: OIS\u5e02\u5834\u3067\u306e\u5229\u4e0a\u3052\u7e54\u308a\u8fbc\u307f\u304c80%\u3092\u8d85\u3048\u3001\u5b89\u9054\u5143\u5be9\u8b70\u59d4\u54e1\u3084\u6728\u5185\u5143\u5be9\u8b70\u59d4\u54e1\u304c\u76f8\u6b21\u3044\u30679\u6708\u5229\u4e0a\u3052\u3092\u4e88\u60f3\u3002\u81ea\u5206\u3068\u3057\u3066\u306f\u3001\u65e5\u9280\u304c\u3053\u3053\u3067\u5229\u4e0a\u3052\u3092\u898b\u9001\u308c\u3070\u70ba\u66ff\u4ecb\u5165\u306e\u52b9\u679c\u3092\u81ea\u3089\u30c9\u30d6\u306b\u6368\u3066\u308b\u3053\u3068\u306b\u306a\u308b\u305f\u3081\u30019\u6708\u4f1a\u5408\u3067\u306e0.50%\u3078\u306e\u5f15\u304d\u4e0a\u3052\u306f\u4e0d\u53ef\u907f\u3060\u3068\u898b\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2461 \u50b5\u5238\u30fb\u91d1\u5229\u5e02\u5834\uff1a\u30a6\u30a9\u30fc\u30b7\u30e5\u767a\u8a00\u3067\u7c7310\u5e74\u50b54.67%\u3078\u53cd\u767a<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u56fd\u50b5\u5229\u56de\u308a\u52d5\u5411<\/strong>: \u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f\u3001\u9031\u521d\u306b\u539f\u6cb9\u6025\u843d\u3092\u53d7\u3051\u30664.62%\u307e\u3067\u4f4e\u4e0b\u3057\u305f\u3082\u306e\u306e\u3001\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u4f1a\u8b70\u3067\u306e\u30a6\u30a9\u30fc\u30b7\u30e5\u8b70\u9577\u767a\u8a00\u3084\u30ab\u30f3\u30b6\u30b9\u30b7\u30c6\u30a3\u9023\u9280\u30b7\u30e5\u30df\u30c3\u30c9\u7dcf\u88c1\u306e\u30bf\u30ab\u6d3e\u767a\u8a00\u3092\u53d7\u3051\u30664.67%\uff08+3bp\uff09\u3078\u53cd\u767a\u300230\u5e74\u50b5\u5229\u56de\u308a\u3082\u9ad8\u6b62\u307e\u308a\u3002PCE\u7dcf\u5408\u30a4\u30f3\u30d5\u30ec\u304c\u524d\u5e74\u6bd43.7%\u3068\u9ad8\u6b62\u307e\u308a\u3059\u308b\u4e2d\u3001\u50b5\u5238\u5e02\u5834\u306f\u300c\u65e9\u671f\u7de9\u548c\u306a\u3057\u300d\u306e\u73fe\u5b9f\u3092\u53d7\u3051\u5165\u308c\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u3063\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2462 \u682a\u5f0f\u5e02\u5834\uff1a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u72ec\u8d70\u3068\u30ea\u30c6\u30fc\u30eb\u30fb\u6d88\u8cbb\u306e\u4e8c\u6975\u5316<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u56fd\u682a\u5f0f\u5e02\u5834\uff08S&amp;P 500 7,730.99\uff09<\/strong>: \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u597d\u6c7a\u7b97\u3068\u901a\u671f70%\u5897\u53ce\u898b\u901a\u3057\u3092\u53d7\u3051\u3066\u30cf\u30a4\u30c6\u30af\u682a\u304c\u6025\u53cd\u767a\u3057\u3001S&amp;P 500\u306f7,730\u53f0\u3092\u56de\u5fa9.\u3057\u304b\u3057\u3001\u30c7\u30a3\u30c3\u30af\u30b9\u30fb\u30b9\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b0\u30c3\u30ba\uff08DKS\uff09\u304c\u58f2\u4e0a\u9ad8\u672a\u9054\u3067-18%\u6025\u843d\u3057\u305f\u3088\u3046\u306b\u3001\u4f4e\u4e2d\u6240\u5f97\u5c64\u306e\u6d88\u8cbb\u6e1b\u901f\u304c\u5c0f\u58f2\u308a\u30bb\u30af\u30bf\u30fc\u3092\u76f4\u6483\u3059\u308b\u4e8c\u6975\u5316\u304c\u9032\u884c\u3002<\/li>\n\n\n\n<li><strong>\u30e1\u30bf\uff08META\uff09\u306e180\u5104\u30c9\u30eb\u5de8\u984d\u548c\u89e3<\/strong>: \u82e5\u5e74\u5c64SNS\u4f9d\u5b58\u8a34\u8a1f\u3067\u7c7329\u5dde\u3068\u6700\u5927180\u5104\u30c9\u30eb\uff08\u7d042.87\u5146\u5186\uff09\u3067\u548c\u89e3\u3002\u591c\u9593\u5229\u7528\u30d6\u30ed\u30c3\u30af\u3084\u5b66\u6821\u6642\u9593\u4e2d\u306e\u901a\u77e5\u505c\u6b62\u306a\u3069\u6839\u5e79\u4ed5\u69d8\u5909\u66f4\u3092\u53d7\u3051\u5165\u308c\u305f\u304c\u3001\u4e0d\u900f\u660e\u611f\u6255\u62ed\u3067\u682a\u4fa1\u306f\u5e95\u5805\u304f\u63a8\u79fb\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2463 \u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc\uff1a\u30ac\u30bd\u30ea\u30f314\u5e74\u3076\u308a\u4f4e\u5728\u5eab\u3068\u9285\u306e\u6700\u9ad8\u5024\u66f4\u65b0<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u539f\u6cb9\u30fb\u30ac\u30bd\u30ea\u30f3\u5e02\u5834\uff08WTI $83.64 \/ \u30d6\u30ec\u30f3\u30c8 $89.58\uff09<\/strong>: \u5bfe\u30a4\u30e9\u30f3\u5236\u88c1\u4f1a\u898b\u76f4\u5f8c\u306f\u5177\u4f53\u6027\u6b20\u5982\u3067WTI\u304c80\u30c9\u30eb\u53f0\u3078\u6025\u843d\u3057\u305f\u3082\u306e\u306e\u3001\u9031\u672b\u306b\u304b\u3051\u3066\u53cd\u767a\u3002\u4e2d\u6771\u958b\u62266\u30f6\u6708\u3092\u8fce\u3048\u3001\u7c73\u30ac\u30bd\u30ea\u30f3\u5728\u5eab\u304c2012\u5e74\u4ee5\u6765\u3067\u6700\u3082\u4f4e\u3044\u5b63\u7bc0\u6c34\u6e96\u3078\u6fc0\u6e1b\u3057\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u8cb7\u3044\u8d8a\u3057\u304c\u904e\u53bb\u6700\u9ad8\u30da\u30fc\u30b9\u306b\u3002<\/li>\n\n\n\n<li><strong>\u9285\uff08\u30b3\u30c3\u30d1\u30fc\uff09\u306e\u8a18\u9332\u7684\u9ad8\u9a30\uff08\u904e\u53bb1\u5e74\u3067+45%\uff09<\/strong>: AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u7db2\u63a5\u7d9a\u9700\u8981\u304c\u7206\u767a\u3057\u3001\u9285\u4fa1\u683c\u306f\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u9032\u5316\u304c\u5b9f\u7269\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u306e\u9700\u7d66\u3092\u76f4\u63a5\u903c\u8feb\u3055\u305b\u308b\u65b0\u5c40\u9762\u306b\u5165\u3063\u305f\u3002<\/li>\n\n\n\n<li><strong>\u30b4\u30fc\u30eb\u30c9\uff08\u91d1\uff09<\/strong>: \u7c73\u91d1\u5229\u53cd\u767a\u4e0b\u3067\u3082200\u65e5\u79fb\u52d5\u5e73\u5747\u7dda\u3092\u4e0a\u56de\u308b\u5f37\u6c17\u30d6\u30ec\u30a4\u30af\u30a2\u30a6\u30c8\u5f62\u72b6\u3092\u7dad\u6301\u300240\u5146\u30c9\u30eb\u306e\u7c73\u50b5\u52d9\u5371\u6a5f\u3068\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306b\u5bfe\u3059\u308b\u300c\u901a\u8ca8\u9632\u885b\uff08Debasement\u30d8\u30c3\u30b8\uff09\u300d\u9700\u8981\u304c\u6975\u3081\u3066\u5f37\u56fa\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2464 \u6697\u53f7\u8cc7\u7523\uff1a\u30d3\u30c3\u30c8\u30b3\u30a4\u30f37.5\u4e07\u30c9\u30eb\u53f0\u306e\u9ad8\u5024\u4fdd\u3061\u5408\u3044<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\uff08BTC\/USD\uff09<\/strong>: \u9031\u9593\u3092\u901a\u3058\u306674,000\u301c75,400\u30c9\u30eb\u306e\u9ad8\u5024\u570f\u3067\u5e95\u5805\u304f\u63a8\u79fb\u3002\u7c73\u898f\u5236\u7de9\u548c\u671f\u5f85\u3068\u4ee3\u66ff\u8cc7\u7523\u9700\u8981\u304c\u4e0b\u5024\u3092\u652f\u3048\u3001\u682a\u5f0f\u5e02\u5834\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u5bfe\u3059\u308b\u72ec\u7acb\u6027\u3092\u4fdd\u3063\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. AI\u30fb\u7523\u696d\u8cc7\u672c\u30b5\u30a4\u30af\u30eb\u306e\u5149\u3068\u5f71\uff08\u4eca\u9031\u306e\u6700\u91cd\u8981\u69cb\u9020\u5909\u5316\uff09<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u9031\u306eAI\u30fb\u30cf\u30a4\u30c6\u30af\u696d\u754c\u3067\u306f\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306b\u3088\u308b\u72ec\u5360\u306e\u518d\u5f37\u5316\u3068\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u30e1\u30ac\u6295\u8cc7\u3001\u305d\u3057\u3066\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u898f\u5236\u306e\u73fe\u5b9f\u5316\u3068\u3044\u30463\u3064\u306e\u5de8\u5927\u306a\u6f6e\u6d41\u304c\u4ea4\u932f\u3057\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306e\u300c\u30cf\u30fc\u30c9\uff06\u30bd\u30d5\u30c8\u5b8c\u5168\u72ec\u5360\u300d\u3068Hugging Face\u8cb7\u53ce\uff08129\u5104\u30c9\u30eb\uff09<\/strong>:\n<ul class=\"wp-block-list\">\n<li>2028\u5e74\u5ea6\u901a\u671f\u58f2\u4e0a\u9ad8\u7d0470%\u5897\u4e88\u60f3\u3068\u3044\u3046\u9a5a\u7570\u7684\u306a\u5f37\u6c17\u898b\u901a\u3057\u3092\u793a\u3057\u3001\u5e02\u5834\u306e\u5929\u4e95\u8ad6\u3092\u7c89\u7815\u3002<\/li>\n\n\n\n<li>OpenAI\u304c\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u7d44\u3093\u3067\u72ec\u81ea\u30c1\u30c3\u30d7\u300cJalapeno\u300d\u3092\u767a\u8868\u3059\u308b\u306a\u3069\u81ea\u524d\u5316\u306e\u52d5\u304d\u3092\u898b\u305b\u308b\u4e2d\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9AI\u306e\u7dcf\u672c\u5c71\u3067\u3042\u308bHugging Face\u3092129\u5104\u30c9\u30eb\u3067\u8cb7\u53ce\u5408\u610f\u3002GPU\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3060\u3051\u3067\u306a\u304f\u958b\u767a\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u307e\u3067\u56f2\u3044\u8fbc\u3080\u300cAI\u5e1d\u56fd\u306e\u5b8c\u6210\u300d\u3092\u8a87\u793a\u3057\u305f\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2. \u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306e6\u5e745\u5146\u5186\u6295\u8cc7\u3068\u30b5\u30a4\u30af\u30eb\u30ea\u30b9\u30af<\/strong>:\n<ul class=\"wp-block-list\">\n<li>AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u9700\u8981\u62e1\u5927\u3092\u80cc\u666f\u306b\u3001\u5ca9\u624b\u30fb\u4e09\u91cd\u4e21\u5de5\u5834\u30785\u5146\u5186\u306e\u5de8\u984d\u6295\u8cc7\u8a08\u753b\u3092\u767a\u8868\u3002<\/li>\n\n\n\n<li>\u3057\u304b\u3057\u3001\u81ea\u5206\u3068\u3057\u3066\u306f\u534a\u5c0e\u4f53\u30e1\u30e2\u30ea\u7279\u6709\u306e\u300c\u904e\u5270\u8a2d\u5099\u6295\u8cc7\u306b\u3088\u308b\u5c06\u6765\u306e\u5e02\u6cc1\u5d29\u58ca\u30ea\u30b9\u30af\u300d\u306b\u8b66\u6212\u3092\u89e3\u304f\u3079\u304d\u3067\u306f\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3. \u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306e\u6cd5\u52d9\u30fb\u898f\u5236\u30b3\u30b9\u30c8\u306e\u8df3\u306d\u4e0a\u304c\u308a\uff08Meta 180\u5104\u30c9\u30eb\u548c\u89e3\uff09<\/strong>:\n<ul class=\"wp-block-list\">\n<li>\u30e1\u30bf\u306e2.87\u5146\u5186\u548c\u89e3\u306f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u304c\u4eca\u5f8c\u652f\u6255\u3046\u3079\u304d\u300c\u793e\u4f1a\u7684\u5b89\u5168\u30fb\u898f\u5236\u30b3\u30b9\u30c8\u300d\u304c\u5929\u6587\u5b66\u7684\u306a\u6c34\u6e96\u306b\u9054\u3057\u305f\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002Google\u3084TikTok\u3078\u306e\u6ce2\u53ca\u3082\u542b\u3081\u3001\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u55b6\u696d\u5229\u76ca\u7387\u306b\u5bfe\u3059\u308b\u69cb\u9020\u7684\u306a\u4e0b\u62bc\u3057\u5727\u529b\u3068\u306a\u308a\u5f97\u308b\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. \u5730\u653f\u5b66\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc\u60c5\u52e2\u306e\u6df1\u5c64\uff08\u5317\u7c73\u8cbf\u6613\u6226\u4e89\u3068\u4e2d\u6771\u958b\u62266\u30f6\u6708\uff09<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. \u7c73\u52a0\u300c200\u5104\u30c9\u30eb\u95a2\u7a0e\u6226\u4e89\u300d\u306e\u6ce5\u6cbc\u5316<\/strong>:\n<ul class=\"wp-block-list\">\n<li>\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304c\u30ab\u30ca\u30c0\u7523\u54c1200\u5104\u30c9\u30eb\u306b\u4e00\u5f8b50%\u95a2\u7a0e\u3092\u767a\u52d5\u3057\u3001\u81ea\u52d5\u8eca\u95a2\u7a0e\u308250%\u3078\u500d\u5897\u3055\u305b\u308b\u3068\u8868\u660e\u3002<\/li>\n\n\n\n<li>\u30ab\u30ca\u30c0\u306e\u30ab\u30fc\u30cb\u30fc\u9996\u76f8\u306f\u300c\u7c73\u56fd\u3068\u8cbf\u6613\u6226\u4e89\u72b6\u614b\u306b\u3042\u308b\u300d\u3068\u5ba3\u8a00\u3057\u30019\u67088\u65e5\u304b\u3089\u9244\u92fc\u30fb\u30a2\u30eb\u30df50%\u3001\u30b9\u30de\u30db\u30fb\u30b2\u30fc\u30e0\u6a5f50%\u306e\u540c\u984d\uff08200\u5104\u30c9\u30eb\uff09\u5831\u5fa9\u95a2\u7a0e\u3092\u767a\u52d5\u3059\u308b\u3068\u767a\u8868\u3002\u5317\u7c73\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5206\u65ad\u304c\u6c7a\u5b9a\u7684\u3068\u306a\u308a\u3001\u30db\u30f3\u30c0\u304c\u7c73\u56fd\u5185\u7b2c8\u5de5\u5834\u306e\u691c\u8a0e\u306b\u5165\u3063\u305f\u3088\u3046\u306b\u4f01\u696d\u306e\u73fe\u5730\u5316\u6295\u8cc7\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><\/li>\n\n\n\n<li><strong>2. \u4e2d\u6771\u958b\u62266\u30f6\u6708\u3068\u5bfe\u30a4\u30e9\u30f3\u300c\u7d4c\u6e08\u7248D-Day\u300d<\/strong>:\n<ul class=\"wp-block-list\">\n<li>\u30d9\u30c3\u30bb\u30f3\u30c8\u7c73\u8ca1\u52d9\u9577\u5b98\u304c\u5bfe\u30a4\u30e9\u30f3\u5305\u62ec\u5236\u88c1\u3092\u767a\u8868\u3002\u76f4\u63a5\u7684\u306a\u8ecd\u4e8b\u885d\u7a81\u304c\u81a0\u7740\u3059\u308b\u88cf\u3067\u3001\u30b5\u30a6\u30b8\u539f\u6cb9\u306e\u559c\u671b\u5cf0\u8fc2\u56de\u3084\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u8f38\u9001\u91cf\u534a\u6e1b\u304c\u9577\u671f\u5316\u3002<\/li>\n\n\n\n<li>\u7c73\u30ac\u30bd\u30ea\u30f3\u5728\u5eab\u306e14\u5e74\u3076\u308a\u4f4e\u6c34\u6e96\u304c\u793a\u3059\u901a\u308a\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u5e02\u5834\u306f\u5b9f\u8cea\u7684\u306a\u4f9b\u7d66\u30b9\u30af\u30a4\u30ba\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. \u7fcc\u9031\uff089\u6708\u7b2c1\u9031 \/ 8\/31\u301c9\/5\uff09\u306e\u6ce8\u76ee\u30a4\u30d9\u30f3\u30c8\uff06\u6295\u8cc7\u6226\u7565\u30b7\u30ca\u30ea\u30aa<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u3010\u7fcc\u9031\u306e\u6700\u91cd\u8981\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3011<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>8\u670831\u65e5\uff08\u6708\uff09<\/strong>: <strong>9\u6708\u5ea6\u76f8\u5834\u30b9\u30bf\u30fc\u30c8<\/strong>\uff08Google\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3082\u300c2026\u5e749\u6708\u307e\u3068\u3081\u300d\u3078\u5207\u308a\u66ff\u3048\uff09\u3001\u6708\u672b\u30fb\u6708\u521d\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u8cc7\u91d1\u30d5\u30ed\u30fc<\/li>\n\n\n\n<li><strong>9\u67081\u65e5\uff08\u706b\uff09<\/strong>: \u7c738\u6708ISM\u88fd\u9020\u696d\u666f\u6c17\u6307\u6570\u767a\u8868\uff08\u88fd\u9020\u696dPMI\u306e\u5f37\u3055\u304c\u88cf\u4ed8\u3051\u3089\u308c\u308b\u304b\uff09<\/li>\n\n\n\n<li><strong>9\u67083\u65e5\uff08\u6728\uff09<\/strong>: \u7c738\u6708ISM\u975e\u88fd\u9020\u696d\uff08\u30b5\u30fc\u30d3\u30b9\u696d\uff09\u666f\u6c17\u6307\u6570\u767a\u8868<\/li>\n\n\n\n<li><strong>9\u67084\u65e5\uff08\u91d1\uff09<\/strong>: <strong>\u7c738\u6708\u96c7\u7528\u7d71\u8a08\u767a\u8868<\/strong>\uff08\u975e\u8fb2\u696d\u90e8\u9580\u96c7\u7528\u8005\u6570\u30fb\u5931\u696d\u7387\u30fb\u5e73\u5747\u6642\u7d66\uff09\u3002\u30a6\u30a9\u30fc\u30b7\u30e5\u65b0FRB\u4f53\u5236\u4e0b\u3067\u8fce\u3048\u308b\u6700\u521d\u306e\u91cd\u8981\u96c7\u7528\u30c7\u30fc\u30bf\u3067\u3042\u308a\u30019\u6708FOMC\u306e\u91d1\u5229\u636e\u3048\u7f6e\u304d\u30fb\u30bf\u30ab\u6d3e\u30b9\u30bf\u30f3\u30b9\u3092\u6c7a\u5b9a\u3065\u3051\u308b\u6700\u91cd\u8981\u6307\u6a19\u3002<\/li>\n\n\n\n<li><strong>9\u67088\u65e5\uff08\u706b\uff09<\/strong>: \u30ab\u30ca\u30c0\u306b\u3088\u308b\u5bfe\u7c73\u5831\u5fa9\u95a2\u7a0e\uff08200\u5104\u30c9\u30eb\u898f\u6a21\uff09\u306e\u767a\u52b9\u671f\u65e5<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u3010\u6295\u8cc7\u6226\u7565\u30b7\u30ca\u30ea\u30aa\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u306e\u8996\u70b9\u3011<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. \u65e5\u7c73\u91d1\u878d\u5f15\u304d\u7de0\u3081\uff08\u30c0\u30d6\u30eb\u30bf\u30ab\u6d3e\uff09\u3078\u306e\u5099\u3048<\/strong>: \u30a6\u30a9\u30fc\u30b7\u30e5FRB\u306e\u5229\u4e0b\u3052\u5426\u5b9a\u3068\u3001\u65e5\u92809\u6708\u5229\u4e0a\u3052\u7e54\u308a\u8fbc\u307f80%\u8d85\u304c\u91cd\u306a\u308b9\u6708\u76f8\u5834\u306f\u3001\u4f4e\u91d1\u5229\u524d\u63d0\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u904e\u9177\u306a\u74b0\u5883\u3068\u306a\u308b\u3002\u9ad8PER\u306a\u30cf\u30a4\u30c6\u30af\u682a\u306e\u5229\u76ca\u78ba\u5b9a\u3092\u9032\u3081\u3001\u91d1\u5229\u9ad8\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u30e1\u30ac\u30d0\u30f3\u30af\u682a\uff08\u4e09\u83f1UFJ\u3001\u4e09\u4e95\u4f4f\u53cb\u3001\u307f\u305a\u307b\uff09\u306e\u4fdd\u6709\u3092\u56fa\u3081\u308b\u306e\u304c\u624b\u5805\u3044\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2. \u5b9f\u7269\u8cc7\u7523\uff08\u30b4\u30fc\u30eb\u30c9\u30fb\u9285\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc\uff09\u306e\u30d8\u30c3\u30b8\u6bd4\u7387\u7dad\u6301<\/strong>: AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u306b\u4f34\u3046\u9285\u306e\u6700\u9ad8\u5024\u66f4\u65b0\u3068\u3001\u30ac\u30bd\u30ea\u30f3\u30fb\u30c7\u30a3\u30fc\u30bc\u30eb\u306e\u5728\u5eab\u67af\u6e07\u30ea\u30b9\u30af\u3092\u80cc\u666f\u306b\u3001\u5b9f\u7269\u8cc7\u6e90\u306e\u4fa1\u683c\u4e0b\u843d\u4f59\u5730\u306f\u6975\u3081\u3066\u5c0f\u3055\u3044\u3002\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e10\u301c15%\u3092\u30b4\u30fc\u30eb\u30c9\u3084\u8cc7\u6e90\u95a2\u9023\u9298\u67c4\u3078\u914d\u5206\u3057\u3001\u901a\u8ca8\u6e1b\u4fa1\u3068\u7b2c2\u6ce2\u30a4\u30f3\u30d5\u30ec\u306b\u5099\u3048\u308b\u6226\u7565\u3092\u7d99\u7d9a\u3059\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>3. 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