{"id":348,"date":"2026-09-15T07:47:07","date_gmt":"2026-09-14T22:47:07","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=348"},"modified":"2026-09-15T07:47:07","modified_gmt":"2026-09-14T22:47:07","slug":"daily-morning-report-2026%e5%b9%b49%e6%9c%8815%e6%97%a5","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=348","title":{"rendered":"Daily Morning Report (2026\u5e749\u670815\u65e5)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u3000\u30cb\u30e5\u30fc\u30e8\u30fc\u30af\u50b5\u5238\u5e02\u5834\u3067\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u304c\u4e00\u66425.01%\u306b\u5230\u9054\uff01<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3000\u3057\u304b\u3057\u3001\u5148\u9031\u307e\u3067160\u5186\u3092\u3064\u3051\u3066\u3044\u305f\u9803\u306e\u300c\u6b62\u307e\u3089\u306a\u3044\u5186\u5b89\u300d\u3068\u306f\u30e2\u30e1\u30f3\u30bf\u30e0\u304c\u6c7a\u5b9a\u7684\u306b\u7570\u306a\u308b\u3002\u30c9\u30eb\u304c154\u5186\u53f0\u534a\u3070\u3078\u623b\u3059\u3084\u5426\u3084\u3001\u56fd\u5185\u8f38\u51fa\u4f01\u696d\u306e\u5b9f\u9700\u306e\u30c9\u30eb\u58f2\u308a\u3068\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u623b\u308a\u58f2\u308a\u304c\u539a\u304f\u5f85\u3061\u69cb\u3048\u3066\u3044\u308b\u3002\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u306e\u300cJapan&#8217;s Rate Test\u300d\u7279\u96c6\u304c\u92ed\u304f\u6307\u6458\u3057\u305f\u901a\u308a\u3001\u65e5\u9280\u304c\u4eca\u903117\u301c18\u65e5\u306b\u653f\u7b56\u91d1\u5229\u30921.25%\u3078\u5f15\u304d\u4e0a\u3052\u308c\u3070\u3001\u308f\u305a\u304b10\u30f6\u6708\u30673\u5ea6\u76ee\u306e\u5229\u4e0a\u3052\u3068\u306a\u308a\u30011990\u5e74\u306e\u30d0\u30d6\u30eb\u5d29\u58ca\u5c40\u9762\u4ee5\u6765\u306e\u731b\u30b9\u30d4\u30fc\u30c9\u3068\u306a\u308b\u3002\u3055\u3089\u306b\u30d9\u30c3\u30bb\u30f3\u30c8\u7c73\u8ca1\u52d9\u9577\u5b98\u304c\u300c\u79c1\u304c\u80f4\u5143\uff08I am the house\uff09\u3060\u300d\u3068\u516c\u8a00\u3057\u3066\u65e5\u9280\u306e\u5229\u4e0a\u3052\u3092\u5f37\u529b\u306b\u5f8c\u62bc\u3057\u3057\u3066\u3044\u308b\u305f\u3081\u3001155\u5186\u53f0\u306b\u4e57\u305b\u305f\u77ac\u9593\u306b\u65e5\u7c73\u5f53\u5c40\u306e\u5f37\u70c8\u306a\u53e3\u5148\u30fb\u5b9f\u5f3e\u4ecb\u5165\u30ea\u30b9\u30af\u304c\u7acb\u3061\u585e\u304c\u308b\u3002<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. \u682a\u5f0f\u5e02\u5834\u30fb\u6ce8\u76ee\u4f01\u696d\u52d5\u5411\u3010\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u3011<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u682a\u5f0f\u5e02\u5834\u3067\u306f\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306e5%\u7a81\u7834\u3068\u3044\u3046\u30de\u30af\u30ed\u306e\u9006\u98a8\u306b\u3001AI\u696d\u754c\u30c8\u30c3\u30d7\u305f\u3061\u304c\u81ea\u3089\u5f15\u304d\u8d77\u3053\u3057\u305f\u300c\u958b\u767a\u6e1b\u901f\u8ad6\u30b7\u30e7\u30c3\u30af\u300d\u304c\u91cd\u306a\u308a\u3001\u3053\u308c\u307e\u3067\u76f8\u5834\u3092\u727d\u5f15\u3057\u3066\u304d\u305f\u30cf\u30a4\u30c6\u30af\u682a\u306e\u8abf\u6574\u304c\u6df1\u307e\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001S&amp;P 500\u304c7,619.98\uff08-0.5%\uff09\u3001\u30ca\u30b9\u30c0\u30c3\u30af100\u304c29,127.16\uff08-0.8%\uff09\u3068\u4e0b\u843d\u3057\u305f\u3002\u6ce2\u7d0b\u3092\u5e83\u3052\u3066\u3044\u308b\u306e\u306f\u3001\u30a2\u30f3\u30bd\u30ed\u30d4\u30c3\u30af\u306e\u30a2\u30e2\u30c7\u30a4CEO\u304c\u300cAI\u306f\u4eba\u985e\u306b\u6df1\u523b\u306a\u5b58\u4ea1\u30ea\u30b9\u30af\u3092\u53ca\u307c\u3059\u305f\u3081\u3001\u958b\u767a\u30da\u30fc\u30b9\u3092\u843d\u3068\u3059\u5fc5\u8981\u304c\u3042\u308b\u300d\u3068\u8a34\u3048\u3001OpenAI\u306e\u30a2\u30eb\u30c8\u30de\u30f3CEO\u3084\u30de\u30b9\u30af\u6c0f\u304c\u8cdb\u540c\u3057\u305f\u3053\u3068\u3060\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u30c8\u30e9\u30f3\u30d7\u7c73\u5927\u7d71\u9818\u306f\u300c\u4e2d\u56fd\u306b\u5229\u3059\u308b\u3060\u3051\u306e\u75c5\u7684\u306a\u9670\u8b00\u3060\u300d\u3068\u731b\u53cd\u767a\u3002\u653f\u6cbb\u3068\u30c6\u30c3\u30af\u754c\u306e\u5bfe\u7acb\u304c\u8868\u9762\u5316\u3057\u305f\u3002\u3055\u3089\u306b\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c\u300cAI\u3088\u308a\u4eba\u9593\u304c\u91cd\u8981\u300d\u3068\u3059\u308b\u65b0\u539f\u5247\u3092\u6253\u3061\u51fa\u3057\u305f\u3053\u3068\u3067\u3001\u5e02\u5834\u3067\u306f\u300c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306e\u5de8\u984d\u30de\u30cd\u30fc\u304c\u672c\u5f53\u306b\u56de\u53ce\u3067\u304d\u308b\u306e\u304b\u300d\u3068\u3044\u3046\u6839\u672c\u7684\u306a\u7591\u554f\u304c\u518d\u71c3\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3084\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306a\u3069\u534a\u5c0e\u4f53\u682a\u304c\u58f2\u3089\u308c\u308b\u300cChip Shock\u300d\u306e\u69d8\u76f8\u3092\u5448\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u65e5\u672c\u4f01\u696d\u306e\u52d5\u304d\u3067\u4eca\u671d\u6700\u5927\u306e\u30b5\u30d7\u30e9\u30a4\u30ba\u3068\u306a\u3063\u305f\u306e\u304c\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306b\u3088\u308b\u7c73\u56fdADR\u4e0a\u5834\u3092\u901a\u3058\u305f\u300c100\u5104\u30c9\u30eb\uff08\u7d041\u51465440\u5104\u5186\uff09\u898f\u6a21\u306e\u8cc7\u91d1\u8abf\u9054\u8a08\u753b\u300d\u3060\u3002BofA\u3084\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u3001JP\u30e2\u30eb\u30ac\u30f3\u3068\u5354\u8b70\u3092\u9032\u3081\u3066\u304a\u308a\u30018\u6708\u306b\u5b9f\u65bd\u3057\u305f8000\u5104\u5186\u306e\u81ea\u793e\u682a\u8cb7\u3044\u306b\u7d9a\u304d\u3001\u7c73\u56fd\u5e02\u5834\u3067\u306e\u6d41\u52d5\u6027\u7372\u5f97\u3068\u4e3b\u8981\u534a\u5c0e\u4f53\u682a\u6307\u6570\u3078\u306e\u63a1\u7528\u3092\u72d9\u3046\u3002AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u306e\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3080\u305f\u3081\u306e\u8d85\u5de8\u5927\u306a\u8cc7\u672c\u6226\u7565\u3067\u3042\u308a\u3001\u65e5\u672c\u306e\u88fd\u9020\u696d\u306e\u5fa9\u6a29\u3092\u304b\u3051\u305f\u52dd\u8ca0\u624b\u3068\u3057\u3066\u5e02\u5834\u306e\u8996\u7dda\u3092\u96c6\u3081\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u307e\u305f\u3001\u56fd\u5185\u5e02\u5834\u3067\u306f\u300c\u7d14\u6b63\u3054\u307e\u6cb9\u300d\u306e\u304b\u3069\u3084\u88fd\u6cb9\u306b\u5bfe\u3057\u3001\u56fd\u5185\u30d5\u30a1\u30f3\u30c9\u306e\u30a4\u30f3\u30c6\u30b0\u30e9\u30eb\u304c\u7d04580\u5104\u5186\uff081\u682a2514\u5186\u3001\u7b46\u982d\u682a\u4e3b\u306e\u81ea\u5df1\u682a\u8cb7\u3044\u306b\u5fdc\u3058\u308b\u5834\u5408\u306f\u6700\u59272760\u5186\uff09\u3067TOB\u3092\u5b9f\u65bd\u3057\u3001\u975e\u516c\u958b\u5316\u3059\u308b\u3053\u3068\u304c\u767a\u8868\u3055\u308c\u305f\u3002\u3055\u3089\u306b\u4ecf\u81ea\u52d5\u8eca\u90e8\u54c1\u5927\u624b\u30d5\u30a9\u30eb\u30f4\u30a3\u30a2\u304c\u65e7\u30af\u30e9\u30ea\u30aa\u30f3\uff08\u30d5\u30a9\u30eb\u30b7\u30a2\u30af\u30e9\u30ea\u30aa\u30f3\u30fb\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u3001\u3055\u3044\u305f\u307e\u5e02\uff09\u306e\u5168\u682a\u58f2\u5374\u3092\u691c\u8a0e\u3057\u3001\u4e2d\u56fd\u30cf\u30a4\u30bb\u30f3\u30b9\u3084\u97d3\u56fd\u30b5\u30e0\u30b9\u30f3\u304c\u5019\u88dc\u306b\u6d6e\u4e0a\u3059\u308b\u306a\u3069\u3001\u91d1\u5229\u4e0a\u6607\u6642\u4ee3\u306b\u304a\u3051\u308b\u4e8b\u696d\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u518d\u7de8\u3068M&amp;A\u306e\u52d5\u304d\u304c\u6025\u901f\u306b\u6d3b\u767a\u5316\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u672c\u65e5\u306e\u6771\u4eac\u5e02\u5834\uff08\u65e5\u7d4c\u5e73\u5747\u30fbTOPIX\uff09\u306f\u3001\u30c9\u30eb\u5186\u304c154\u5186\u53f0\u534a\u3070\u3078\u623b\u3057\u305f\u3053\u3068\u3067\u8f38\u51fa\u682a\u306b\u306f\u4e00\u670d\u611f\u304c\u51fa\u308b\u3082\u306e\u306e\u3001\u7c73\u30cf\u30a4\u30c6\u30af\u682a\u5b89\u3068\u7c73\u91d1\u52295%\u7a81\u7834\u304c\u6307\u6570\u306e\u91cd\u77f3\u3068\u306a\u308b\u3002\u3057\u304b\u3057\u3001\u9577\u671f\u91d1\u52293%\u5b9a\u7740\u3067\u5229\u30b6\u30e4\u62e1\u5927\u304c\u7d9a\u304f\u30e1\u30ac\u30d0\u30f3\u30af\uff08\u4e09\u83f1UFJ\u3001\u4e09\u4e95\u4f4f\u53cb\u3001\u307f\u305a\u307b\uff09\u3084\u3001\u539f\u6cb9106\u30c9\u30eb\u7a81\u7834\u306e\u6069\u6075\u3092\u30d5\u30eb\u4eab\u53d7\u3059\u308bINPEX\u3001\u7dcf\u5408\u5546\u793e\u3001\u6d77\u904b\u5927\u624b\u3078\u306e\u9078\u5225\u8cb7\u3044\u306f\u76e4\u77f3\u3067\u3042\u308a\u3001\u30a4\u30f3\u30d5\u30ec\u30fb\u30d0\u30ea\u30e5\u30fc\u682a\u512a\u4f4d\u306e\u69cb\u9020\u304c\u4e00\u6bb5\u3068\u5f37\u307e\u308b\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. \u6697\u53f7\u8cc7\u7523\u30fb\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5e02\u5834\u3067\u306f\u3001\u539f\u6cb9\u304c\u4e00\u6bb5\u9ad8\u3068\u306a\u308a\u3001\u5730\u653f\u5b66\u3068\u5b9f\u9700\u306e\u4e8c\u91cd\u82e6\u304c\u30a4\u30f3\u30d5\u30ec\u5727\u529b\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u5317\u6d77\u30d6\u30ec\u30f3\u30c8\u539f\u6cb9\u5148\u7269\u306f1\u30d0\u30ec\u30eb\uff1d106.19\u30c9\u30eb\uff08+1.5%\uff09\u3001WTI\u539f\u6cb9\u5148\u7269\u306f101.87\u30c9\u30eb\uff08+1.8%\uff09\u3078\u3068\u7d9a\u4f38\u3057\u305f\u3002\u30aa\u30de\u30fc\u30f3\u306b\u3088\u308b\u66ab\u5b9a\u822a\u8def\u5354\u8b70\u306e\u5ef6\u671f\u3068\u30b5\u30a6\u30b8\u56fd\u5185\u3078\u306e\u653b\u6483\u7d99\u7d9a\u306b\u52a0\u3048\u3001\u4e2d\u56fd\u306b\u3088\u308b\u539f\u6cb9\u306e\u8f38\u5165\u8abf\u9054\u518d\u62e1\u5927\u304c\u4f1d\u308f\u3063\u305f\u3053\u3068\u3067\u3001\u5e02\u5834\u306e\u30b7\u30e7\u30fc\u30c8\u7b4b\u304c\u5b8c\u5168\u306b\u8e0f\u307f\u4e0a\u3052\u3089\u308c\u305f\u3002100\u30c9\u30eb\u306e\u5927\u53f0\u304c\u5f37\u56fa\u306a\u30d5\u30ed\u30a2\uff08\u4e0b\u5024\u652f\u6301\u7dda\uff09\u3068\u306a\u308a\u3001110\u30c9\u30eb\u65b9\u5411\u3078\u306e\u4e0a\u5024\u8ffd\u3044\u304c\u610f\u8b58\u3055\u308c\u308b\u5c55\u958b\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u30b4\u30fc\u30eb\u30c9\uff08\u91d1\uff09\u306f\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u304c\u4e00\u66425.01%\u307e\u3067\u8df3\u306d\u4e0a\u304c\u3063\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u9ad8\u5024\u570f\u3067\u306e\u6975\u3081\u3066\u9811\u5f37\u306a\u63a8\u79fb\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002\u5e73\u6642\u3067\u3042\u308c\u3070\u91d1\u5229\u4e0a\u6607\u306f\u7121\u5229\u606f\u8cc7\u7523\u3067\u3042\u308b\u91d1\u306b\u3068\u3063\u3066\u81f4\u547d\u7684\u3060\u304c\u3001\u4e2d\u6771\u6709\u4e8b\u306e\u9577\u671f\u5316\u3001\u7c73\u56fd\u306e\u516c\u7684\u50b5\u52d940\u5146\u30c9\u30eb\u7a81\u7834\u3001\u305d\u3057\u3066\u4e16\u754c\u7684\u306a\u30a4\u30f3\u30d5\u30ec\u518d\u71c3\u3068\u3044\u3046\u300c\u901a\u8ca8\u306e\u4fe1\u8a8d\u4f4e\u4e0b\uff08Debasement\uff09\u300d\u306b\u5bfe\u3059\u308b\u5b9f\u7269\u8cc7\u7523\u306e\u30d8\u30c3\u30b8\u9700\u8981\u304c\u91d1\u5229\u306e\u9006\u98a8\u3092\u5b8c\u5168\u306b\u6253\u3061\u6d88\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u6697\u53f7\u8cc7\u7523\uff08\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3 BTC\uff09\u306f\u300174,800\u301c75,500\u30c9\u30eb\u53f0\u3067\u5e95\u5805\u304f\u63a8\u79fb\u3002\u91d1\u5229\u9ad8\u306b\u3088\u3063\u3066\u7c73\u30cf\u30a4\u30c6\u30af\u682a\u304c\u8abf\u6574\u3059\u308b\u4e2d\u3067\u3082\u3001\u4e3b\u6a29\u56fd\u5bb6\u306e\u4fe1\u7528\u4e0d\u5b89\u304b\u3089\u9694\u96e2\u3055\u308c\u305f\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u3068\u3057\u3066\u306e\u72ec\u81ea\u306e\u8cb7\u3044\u304c\u4e0b\u5024\u3092\u652f\u3048\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. \u8003\u5bdf\u30dd\u30a4\u30f3\u30c8\u3010\u91cd\u8981\u30c6\u30fc\u30de5\u9078\u3011<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. 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\u539f\u6cb9106\u30c9\u30eb\u9ad8\u9a30\u306b\u6253\u3061\u52dd\u3064\u9ad8\u30b9\u30ef\u30c3\u30d7\u904b\u7528\u306e\u771f\u9ac4<\/strong><br>\u30c9\u30eb\u5186\u306e\u53cd\u767a\u3068TCMB\u306e37.0%\u636e\u3048\u7f6e\u304d\u304c\u594f\u529f\u3057\u3001\u30c8\u30eb\u30b3\u30ea\u30e9\u5186\u306f3.14\u5186\u304b\u30893.17\u5186\u53f0\u3078\u6301\u3061\u76f4\u3057\u3002\u4e2d\u6771\u6709\u4e8b\u306e\u9006\u98a8\u4e0b\u3067\u3082\u5d29\u308c\u306a\u3044\u9ad8\u91d1\u5229\u901a\u8ca8\u306e\u5e95\u529b\u3068\u3001\u65e5\u7c73\u4e2d\u9280\u30a4\u30d9\u30f3\u30c8\u3092\u4e57\u308a\u5207\u308b\u8907\u5229\u6226\u7565\u306e\u8981\u70b9\u3092\u63d0\u793a\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>4. 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