[{"data":1,"prerenderedAt":79874},["ShallowReactive",2],{"article:\u002Freading\u002Farticles\u002F2026-10-06-ai-semiconductor-nikkei-wrap":3,"articles:all":76},{"id":4,"title":5,"author":6,"body":7,"category":62,"dataDate":6,"date":63,"description":64,"extension":65,"image":6,"meta":66,"navigation":67,"path":68,"publishedAt":69,"seo":70,"stem":71,"tags":72,"type":6,"updated":6,"__hash__":75},"articles\u002Freading\u002Farticles\u002F2026-10-06-ai-semiconductor-nikkei-wrap.md","AI半導体株が牽引、日経平均7万円台で終日 ― 10月6日相場まとめ",null,{"type":8,"value":9,"toc":55},"minimark",[10,14,18,29,43,46,49,52],[11,12,13],"p",{},"10月6日（火）の東京株式市場は、AI・半導体関連株が上昇を主導し、日経平均株価は2日連続で7万円台を維持して引けた。前場に回復した7万円台は後場も崩れず、AI関連の国内主力株への買いが続いた一日となった。",[15,16,17],"h2",{"id":17},"何が起きているか",[11,19,20,21,28],{},"6日の日経平均終値は前日比約+1%の7万700円台後半と報じられている（",[22,23,27],"a",{"href":24,"rel":25},"https:\u002F\u002Fwww.vantagemarkets.com\u002Fmarket-analysis\u002Fwhy-nikkei-225-climbed-above-70000-fed-hike-bets-jp225-october-6-2026\u002F",[26],"nofollow","Vantage Markets, 2026-10-06","）。前週末に発表された米9月雇用統計の大幅下振れがFRBの追加利上げ観測を後退させたことが引き続き追い風となり、市場全体にリスク選好ムードが広がった。",[11,30,31,32,36,37,42],{},"買いをけん引したのは",[33,34,35],"strong",{},"AI半導体関連株","。東京エレクトロン・アドバンテストが揃って値を上げたほか、AI半導体の設計基盤となるArm Holdingsを傘下に持つソフトバンクグループも上昇した。Armは世界の主要AIチップ設計の標準的な基盤として採用が広がっており、AI向け需要の拡大期待を背景に2026年に入り時価総額が大幅に拡大している（",[22,38,41],{"href":39,"rel":40},"https:\u002F\u002Ftradingeconomics.com\u002Fjapan\u002Fstock-market",[26],"Trading Economics","）。",[15,44,45],{"id":45},"どう読むか",[11,47,48],{},"今日の相場は「AI半導体への集中買い」が全体を押し上げた構図だ。NISA口座で国内株式ファンドや半導体ETFを保有している場合、足元では含み益が拡大しやすいが、特定テーマへの集中は、AI投資の成長期待や米国の金利環境が変化した際に相場の反転が速くなりやすい点も念頭に置いておくと判断の助けになる。",[15,50,51],{"id":51},"注意",[11,53,54],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や業績を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58},"",2,[59,60,61],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"news","2026-10-06","東京エレクトロン・アドバンテストなどAI半導体関連株が上昇を主導し、日経平均は7万円台を維持して引けた。NISA口座で国内株を保有する個人投資家には含み益が広がった一日となった。","md",{},true,"\u002Freading\u002Farticles\u002F2026-10-06-ai-semiconductor-nikkei-wrap","2026-10-06T20:00:00+09:00",{"title":5,"description":64},"reading\u002Farticles\u002F2026-10-06-ai-semiconductor-nikkei-wrap",[73,74],"market","nisa","cUflK_gQMDJH59cpPerurcGg1PUMH96ddS7bjx8WFYA",[77,112,166,238,294,356,419,538,631,713,783,832,898,966,1025,1091,1151,1214,1295,1359,1415,1472,1539,1605,1670,1775,1843,1899,1971,2024,2089,2157,2213,2274,2360,2412,2483,2560,2632,2726,2851,2917,3015,3130,3226,3289,3368,3456,3519,3583,3641,3704,3794,3850,3919,3976,4041,4097,4175,4243,4306,4377,4426,4496,4572,4653,4735,4834,4905,4993,5074,5150,5206,5293,5365,5435,5506,5572,5698,5774,5848,5921,5996,6058,6122,6191,6256,6321,6393,6518,6612,6702,6764,6850,6909,7064,7170,7263,7345,7421,7480,7558,7617,7696,7771,7847,7944,8001,8087,8175,8313,8372,8455,8557,8643,8755,8827,8900,9022,9146,9225,9297,9380,9470,9548,9641,9760,9830,9887,9947,10032,10109,10250,10404,10472,10553,10625,10763,10858,10931,11062,11176,11249,11312,11387,11436,11511,11619,11693,11774,11852,11947,12009,12092,12178,12248,12335,12441,12508,12587,12650,12754,12838,12915,12980,13134,13217,13269,13366,13432,13504,13572,13664,13715,13848,13911,28602,28670,28752,28862,28935,29076,29175,29246,29320,29427,29489,29598,29700,29750,29838,29920,29978,30033,30103,30172,30377,30467,40067,44662,47226,48558,49801,50043,50106,50198,50282,50360,50435,50527,50616,50709,50771,50869,50940,52079,52138,52223,52304,52416,53257,53345,53452,53567,53630,53698,53764,54991,55056,55162,55237,55311,55367,55422,55494,55587,55670,55761,55850,55933,56027,56103,56174,56249,56344,56446,57077,57161,57334,57436,57511,58123,58196,58252,58346,58412,58487,58573,58667,58746,58809,58886,58948,59038,59109,59166,59285,59360,59428,59504,59587,59645,59850,59926,59988,63486,63613,63714,63811,63896,63962,64060,64145,64277,64377,64453,64500,64570,64649,64726,64810,64884,64948,65028,65098,65169,65236,65381,66055,66122,68501,68555,68633,68701,68823,68889,68973,69048,69135,69220,69285,69359,69429,69502,69556,69614,69667,69774,69857,70008,70125,70225,70899,71009,71103,71152,71248,71807,71880,71962,72009,72146,72209,72290,72353,72443,72505,72568,72635,72706,73322,73387,73475,73540,73713,73781,73874,74254,74360,74504,75193,75305,75392,75485,75543,75685,75764,75867,75938,76038,76108,76252,76310,76393,76481,76563,76646,76749,77357,77425,77503,77558,77631,78269,78336,78454,78512,78602,78736,78820,78900,78973,79463,79534,79602,79658,79713,79765,79832],{"id":4,"title":5,"author":6,"body":78,"category":62,"dataDate":6,"date":63,"description":64,"extension":65,"image":6,"meta":109,"navigation":67,"path":68,"publishedAt":69,"seo":110,"stem":71,"tags":111,"type":6,"updated":6,"__hash__":75},{"type":8,"value":79,"toc":104},[80,82,84,89,96,98,100,102],[11,81,13],{},[15,83,17],{"id":17},[11,85,20,86,28],{},[22,87,27],{"href":24,"rel":88},[26],[11,90,31,91,36,93,42],{},[33,92,35],{},[22,94,41],{"href":39,"rel":95},[26],[15,97,45],{"id":45},[11,99,48],{},[15,101,51],{"id":51},[11,103,54],{},{"title":56,"searchDepth":57,"depth":57,"links":105},[106,107,108],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},{},{"title":5,"description":64},[73,74],{"id":113,"title":114,"author":6,"body":115,"category":62,"dataDate":6,"date":63,"description":157,"extension":65,"image":6,"meta":158,"navigation":67,"path":159,"publishedAt":160,"seo":161,"stem":162,"tags":163,"type":6,"updated":6,"__hash__":165},"articles\u002Freading\u002Farticles\u002F2026-10-06-nikkei-reclaims-70000-us-jobs-miss.md","前場の日経平均が3カ月ぶり7万円回復――米9月雇用統計の大幅下振れがFRB利上げ観測を後退させる",{"type":8,"value":116,"toc":152},[117,120,122,131,134,142,144,147,149],[11,118,119],{},"週明け6日の東京株式市場・前場は、前週末に発表された米国の9月雇用統計が予想を大幅に下回ったことを受け、FRBの早期追加利上げ観測が後退。日経平均株価は1,728円15銭高（+2.53%）の70,037円61銭で前引けし、取引時間中として約3カ月ぶりに7万円台を回復した。",[15,121,17],{"id":17},[11,123,124,125,130],{},"米労働省が10月2日（金）に発表した",[22,126,129],{"href":127,"rel":128},"https:\u002F\u002Fwww.foxbusiness.com\u002Feconomy\u002Fus-jobs-report-september-2026.amp",[26],"9月の雇用統計","は、非農業部門雇用者数が前月比＋2万9,000人と市場予想（84,000〜95,000人）を大きく下回った。失業率は前月の4.1%から4.2%へ上昇し、7・8月分も合計6万人の下方修正が行われた。",[11,132,133],{},"この弱い結果を受け、CMEのFedWatchツールでは10月FOMCでの「利上げ見送り」確率が77%に上昇。米国株・債券市場はポジティブに反応し、そのムードを引き継いで週明けの東京前場が始まった。",[11,135,136,141],{},[22,137,140],{"href":138,"rel":139},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL042VW0U6A001C2000000\u002F",[26],"日本経済新聞の前引け速報","によると、前場ではアドバンテスト・東京エレクトロンの2銘柄だけで日経平均を700円超押し上げるなど、値がさの半導体関連株に買いが集中した。",[15,143,45],{"id":45},[11,145,146],{},"FRBの利上げサイクルが終盤に近づくとの思惑は、米長期金利の上昇圧力を和らげ、ドル高・円安の一服につながる可能性がある。足元の円相場は1ドル158円前後と依然として円安水準にあるが、米雇用の軟化が続けばドル買い圧力が弱まり、輸入物価への影響がやや緩和されてくる展開も考えられる。",[15,148,51],{"id":51},[11,150,151],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・相場動向を保証しません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":153},[154,155,156],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米9月雇用統計が市場予想を大きく下回り、FRBの追加利上げ観測が後退。週明け東京前場で日経平均は1,728円高の70,037円と約3カ月ぶりに7万円台を回復した。",{},"\u002Freading\u002Farticles\u002F2026-10-06-nikkei-reclaims-70000-us-jobs-miss","2026-10-06T13:00:00+09:00",{"title":114,"description":157},"reading\u002Farticles\u002F2026-10-06-nikkei-reclaims-70000-us-jobs-miss",[164,73],"us-stocks","j_jsN-RAVY_cciH44gaZgYa_bdClNucjWF4O6fmEaOU",{"id":167,"title":168,"author":6,"body":169,"category":62,"dataDate":6,"date":63,"description":229,"extension":65,"image":6,"meta":230,"navigation":67,"path":231,"publishedAt":232,"seo":233,"stem":234,"tags":235,"type":6,"updated":6,"__hash__":237},"articles\u002Freading\u002Farticles\u002F2026-10-06-us-jobs-fed-rate-expectations.md","米国9月雇用統計が予想下回りFRB利上げ観測後退、S&P500が0.73%上昇",{"type":8,"value":170,"toc":224},[171,174,176,185,200,214,216,219,221],[11,172,173],{},"10月2日（金）に発表された米国9月雇用統計が市場予想を大きく下回り、FRBの利上げ観測が後退。週末の米国株式市場は幅広く上昇した。一方、日銀側でも10月の連続利上げ観測が後退しており、円安圧力が続く展開となっている。",[15,175,17],{"id":17},[11,177,178,179,184],{},"9月の非農業部門雇用者数は前月比 ",[22,180,183],{"href":181,"rel":182},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F10\u002F05\u002F124648",[26],"2.9万人増"," にとどまり、失業率は 4.2% に上昇、平均時給も前年比 +3.0% と伸びが鈍化した。労働市場の軟化を受け、「FRBが利上げを急ぐ必要はない」との見方が市場に広がった。",[11,186,187,188,193,194,199],{},"これを受け、NYダウは前日比約 250 ドル高（",[22,189,192],{"href":190,"rel":191},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_10_05_us30\u002F",[26],"51,176.96 ドル、+0.49%","）、S&P500 は約 56 ポイント高（",[22,195,198],{"href":196,"rel":197},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_10_05_us500\u002F",[26],"7,722.72、+0.73%","）で週の取引を終えた。S&P500 では 11 セクター中 10 セクターが上昇し、一般消費財（+1.38%）・情報技術（+1.06%）が牽引した。",[11,201,202,203,207,208,213],{},"為替については、米国側の利上げ観測後退に加え、日銀も「10 月の連続利上げを急がない」姿勢を維持していることで、ドル円は ",[22,204,206],{"href":181,"rel":205},[26],"155.50〜158.50 円のレンジ"," を見込む動きが続いている。本日（10 月 6 日）には日銀植田総裁が ",[22,209,212],{"href":210,"rel":211},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F10\u002F04\u002F060300",[26],"全国証券大会で発言"," する予定で、市場は利上げ時期に関する手がかりを注目している。",[15,215,45],{"id":45},[11,217,218],{},"雇用統計の弱さは「FRBが利上げを急がない」根拠となり、米国株にはプラスに働いた。ただし、日米両中銀の利上げ観測が後退した結果、円安傾向が続けば輸入コストの上昇を通じて国内の食料品・エネルギー価格に波及しやすい。植田総裁の本日発言が円相場の方向感に影響する可能性があり、家計の物価環境を左右するポイントとして引き続き注目される。",[15,220,51],{"id":51},[11,222,223],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・資産の売買を推奨するものではなく、将来の市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":225},[226,227,228],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月の米国雇用統計で非農業部門雇用者数が予想を大幅に下回り、FRBの利上げ観測が後退。S&P500は0.73%上昇した一方、日銀も10月利上げを急がない姿勢で円安傾向が続く。",{},"\u002Freading\u002Farticles\u002F2026-10-06-us-jobs-fed-rate-expectations","2026-10-06T09:00:00+09:00",{"title":168,"description":229},"reading\u002Farticles\u002F2026-10-06-us-jobs-fed-rate-expectations",[164,236],"inflation","0ApJ5mNUvxtWnrKwqqO8kuPtR2IQR3yIP6UpqZ4ZdbI",{"id":239,"title":240,"author":6,"body":241,"category":62,"dataDate":6,"date":285,"description":286,"extension":65,"image":6,"meta":287,"navigation":67,"path":288,"publishedAt":289,"seo":290,"stem":291,"tags":292,"type":6,"updated":6,"__hash__":293},"articles\u002Freading\u002Farticles\u002F2026-10-05-nikkei-rebound-us-jobs-miss.md","日経平均が大幅反発、米9月雇用統計の下振れでFRB利上げ観測が後退",{"type":8,"value":242,"toc":280},[243,251,253,261,270,272,275,277],[11,244,245,246,42],{},"2026年10月5日（月）の東京株式市場で日経平均株価は大幅反発した。AI・半導体関連銘柄を中心に買いが優勢となり、終値は前週末比1,637円40銭（2.40%）高の6万9,946円86銭で終了。終値ベースでの69,000円台回復は8月17日以来、約1カ月半ぶり。東証株価指数（TOPIX）も54.22ポイント（1.33%）高の4,145.22と反発した（",[22,247,250],{"href":248,"rel":249},"https:\u002F\u002Fwww.nikkei.com\u002Fmarkets\u002Fstocks\u002F",[26],"日本経済新聞 マーケット",[15,252,17],{"id":17},[11,254,255,256,42],{},"反発の主因は、前週末2日（米東部時間）に発表された2026年9月の米雇用統計だ。非農業部門雇用者数（NFP）は前月比＋2万9,000人と、市場予想の＋9万人を大幅に下回った。失業率は4.2%（予想4.1%）、平均時給の伸びは前年比＋3.0%（予想＋3.2%）と、雇用・賃金ともに減速を示す内容だった（",[22,257,260],{"href":258,"rel":259},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-10-02\u002FTMA2HXT9NJLS00",[26],"Bloomberg, 2026-10-02",[11,262,263,264,269],{},"この結果を受けてFRBが10月27〜28日のFOMCで追加利上げに動く確率は低下し、CME FedWatchによる10月据え置き確率は77.3%まで上昇した（",[22,265,268],{"href":266,"rel":267},"https:\u002F\u002Fjp.headtopics.com\u002Fnews\u002F318595726376385924175-88388847",[26],"HeadTopics, 2026-10-04","）。利上げ観測の後退から前週末の米株式市場が上昇し、週明けの東京市場でもそのムードを引き継いだ形だ。",[15,271,45],{"id":45},[11,273,274],{},"米雇用の減速はドル安・円高圧力につながりやすく、今後の輸入物価や国内インフレ指標に影響しうる。NISA枠でインデックス投資を続けている人にとっては、利上げサイクルの終わりが近づく局面では株式・債券ともに追い風になりやすいとされる一方、為替の振れ幅には引き続き注意が必要だ。次の焦点は10月のFOMC（27〜28日）と、その前に出る米CPIなど物価指標の結果になりそうだ。",[15,276,51],{"id":51},[11,278,279],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買や特定の投資行動を推奨するものではなく、将来の株価・為替・金利の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":281},[282,283,284],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-10-05","週明け5日の東京市場で日経平均は前週末比約1,637円高と大幅反発し、69,000円台を回復。米9月雇用統計が予想を大きく下回りFRBの追加利上げ観測が後退したことを好感した。",{},"\u002Freading\u002Farticles\u002F2026-10-05-nikkei-rebound-us-jobs-miss","2026-10-05T20:00:00+09:00",{"title":240,"description":286},"reading\u002Farticles\u002F2026-10-05-nikkei-rebound-us-jobs-miss",[73,164],"jCsA70-etIbv09F8gC0YRodJ1AMrjr17-1vZnS-MKtQ",{"id":295,"title":296,"author":6,"body":297,"category":62,"dataDate":6,"date":285,"description":348,"extension":65,"image":6,"meta":349,"navigation":67,"path":350,"publishedAt":351,"seo":352,"stem":353,"tags":354,"type":6,"updated":6,"__hash__":355},"articles\u002Freading\u002Farticles\u002F2026-10-05-nikkei-70000-recovery-us-jobs.md","日経平均が3か月ぶり7万円台回復、米雇用統計受け前場大幅高",{"type":8,"value":298,"toc":343},[299,302,304,317,320,333,335,338,340],[11,300,301],{},"前週末発表の米9月雇用統計が市場予想を下回り、FRBによる早期の追加利上げ観測が後退した。週明け5日の東京前場は投資家心理の改善を背景にAI・半導体関連を中心に幅広く買いが入り、日経平均株価は約3か月ぶりの7万円台回復となった。",[15,303,17],{"id":17},[11,305,306,307,310,311,316],{},"5日前場の日経平均株価（前引け）は前週末比1,728円15銭高（+2.53%）の",[33,308,309],{},"70,037円61銭","となり、取引時間中として7月6日以来約3か月ぶりに7万円の節目を上回った（",[22,312,315],{"href":313,"rel":314},"https:\u002F\u002Fnikkei.com\u002Farticle\u002FDGXZQOFL042VW0U6A001C2000000",[26],"日本経済新聞","）。東証株価指数（TOPIX）も47.57ポイント高の4,138.57で前場を終えた。",[11,318,319],{},"上昇をけん引したのはAI・半導体関連だ。日経平均への寄与度が大きいアドバンテストや東京エレクトロンなどが買われた。",[11,321,322,323,327,328,42],{},"相場好転のきっかけは、前週末3日に発表された米9月雇用統計。非農業部門雇用者数などが市場予想を下回り、FRBが10月会合で追加利上げを急ぐ必要はないとの見方が広がった（",[22,324,315],{"href":325,"rel":326},"https:\u002F\u002Fnikkei.com\u002Farticle\u002FDGXZQOUB050A40V01C26A0000000",[26],"）。ドル円は5日前場に158円前後で推移し、円安基調は続いている（",[22,329,332],{"href":330,"rel":331},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380443",[26],"みんかぶFX",[15,334,45],{"id":45},[11,336,337],{},"今回の株高の背景が「米利上げ観測の後退」であることには注意が要る。米金利が下がる方向に振れると、ドル安・円高が進みやすく、輸出・半導体株中心のこの上昇が逆回転するリスクもある。一方でドル円が158円台に留まり続ける間は、輸入物価への上昇圧力が家計に残る点も意識しておきたい。",[15,339,51],{"id":51},[11,341,342],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":344},[345,346,347],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"前週末発表の米9月雇用統計が予想を下回り、FRBによる早期追加利上げ観測が後退。5日前場の日経平均は前週末比1,728円高の70,037円となり、7月以来3か月ぶりに7万円台を回復した。",{},"\u002Freading\u002Farticles\u002F2026-10-05-nikkei-70000-recovery-us-jobs","2026-10-05T13:00:00+09:00",{"title":296,"description":348},"reading\u002Farticles\u002F2026-10-05-nikkei-70000-recovery-us-jobs",[164,73],"7DFQmnvI4praqWZe06AwNwmZDnEIvk5UJVctptNBWg4",{"id":357,"title":358,"author":6,"body":359,"category":62,"dataDate":6,"date":285,"description":411,"extension":65,"image":6,"meta":412,"navigation":67,"path":413,"publishedAt":414,"seo":415,"stem":416,"tags":417,"type":6,"updated":6,"__hash__":418},"articles\u002Freading\u002Farticles\u002F2026-10-05-us-10y-yield-19year-high.md","米10年金利が約19年ぶり5.3%台——円安継続とNISA米国株の為替リスクを整理する",{"type":8,"value":360,"toc":406},[361,364,366,380,383,396,398,401,403],[11,362,363],{},"先週末（日本時間9月30日〜10月1日）にかけて、米国の10年国債利回りが一時5.30%台へ上昇し、約19年ぶりの高水準を記録した。今週の東京市場を前に、この動きが日本の個人投資家にとって何を意味するか確認しておきたい。",[15,365,17],{"id":17},[11,367,368,369,374,375,42],{},"米ニューヨーク債券市場で米10年国債利回りが一時5.30%台まで上昇し、2007年6月以来おおそ19年ぶりの高水準となった（",[22,370,373],{"href":371,"rel":372},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fnd-20261001de53530",[26],"NHK NEWS WEB、2026年10月1日","、",[22,376,379],{"href":377,"rel":378},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_10_01_us500\u002F",[26],"OANDA、2026年10月1日",[11,381,382],{},"背景は二つ。一つは原油先物価格の高止まりで、エネルギーコスト経由のインフレ長期化が意識された。もう一つは米国GDPの上方修正で、景気が底堅く「利下げを急ぐ必要がない」との見方が広まり、長期金利を押し上げた。",[11,384,385,386,389,390,395],{},"金利急騰を受けてS&P500は9月30日に前日比0.25%安の7,651.54で終了（",[22,387,379],{"href":377,"rel":388},[26],"）。ただし10月2日にはS&P500が7,722.72（+56.27）、NYダウが51,176.96（+250.40）と反発しており（",[22,391,394],{"href":392,"rel":393},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_10_02_us30\u002F",[26],"OANDA、2026年10月2日","）、金利高止まりを徐々に織り込む展開となっている。",[15,397,45],{"id":45},[11,399,400],{},"米金利が高止まりすると、日米の金利差が拡大しやすく、ドル高・円安圧力が続きやすい。NISAを通じてS&P500連動投資信託や全世界株式を保有している場合、円安局面では円換算の評価額が押し上げられる効果があるが、その分「円が強くなったとき（円高局面）には評価額が目減りしやすい」という裏表の関係も残る。足元の金利動向がいつ転換するかは現時点では見通しにくく、評価益の一部が為替変動によるものかどうかを意識しておくことが大切だ。",[15,402,51],{"id":51},[11,404,405],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定の金融商品の売買を推奨するものではなく、将来の相場動向や為替水準を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":407},[408,409,410],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月末に米10年国債利回りが5.30%台と約19年ぶりの高水準に達した。円安圧力が残るなか、S&P500連動商品を保有するNISA投資家が確認したい為替効果の両面を整理する。",{},"\u002Freading\u002Farticles\u002F2026-10-05-us-10y-yield-19year-high","2026-10-05T09:00:00+09:00",{"title":358,"description":411},"reading\u002Farticles\u002F2026-10-05-us-10y-yield-19year-high",[164,236],"RwSsCfAP-ZxDNDchidi__T9doffOZenGQhSlBatRFbc",{"id":420,"title":421,"author":6,"body":422,"category":62,"dataDate":6,"date":529,"description":530,"extension":65,"image":6,"meta":531,"navigation":67,"path":532,"publishedAt":533,"seo":534,"stem":535,"tags":536,"type":6,"updated":6,"__hash__":537},"articles\u002Freading\u002Farticles\u002F2026-10-04-variable-mortgage-rate-hike-october.md","住宅ローン変動金利、10月に各行が引き上げ実施──6月の日銀利上げが家計に届く",{"type":8,"value":423,"toc":524},[424,427,429,434,442,488,491,496,503,506,514,516,519,521],[11,425,426],{},"2026年10月、ソニー銀行・auじぶん銀行・みずほ銀行など複数の銀行が住宅ローンの変動金利を引き上げた。日本銀行が6月15〜16日の決定会合で政策金利を0.75%から1.0%へ引き上げた際に「変動金利への波及は10月頃」と予告されていたが、それが現実となった形だ。",[15,428,17],{"id":17},[11,430,431],{},[33,432,433],{},"主な銀行の10月変動金利（最優遇金利）",[11,435,436,441],{},[22,437,440],{"href":438,"rel":439},"https:\u002F\u002Fmogecheck.jp\u002Farticles\u002Fshow\u002F51rzNy7XEJ5o4mQ6ZkVv",[26],"モゲチェック「住宅ローン金利2026年10月の最新動向」","によると、2026年10月の主な銀行の変動金利と前月からの変化は以下のとおり。",[443,444,445,452,458,464,470,476,482],"ul",{},[446,447,448,451],"li",{},[33,449,450],{},"ソニー銀行","：年1.847%（+0.500%）",[446,453,454,457],{},[33,455,456],{},"auじぶん銀行","：年1.680%（+0.600%）",[446,459,460,463],{},[33,461,462],{},"PayPay銀行","：年1.580%（+0.250%）",[446,465,466,469],{},[33,467,468],{},"みずほ銀行","：年1.275%（+0.250%）",[446,471,472,475],{},[33,473,474],{},"横浜銀行","：年1.295%（+0.350%）",[446,477,478,481],{},[33,479,480],{},"三菱UFJ銀行","：年1.195%（据え置き）",[446,483,484,487],{},[33,485,486],{},"三井住友銀行","：年1.525%（据え置き）",[11,489,490],{},"引き上げ幅は銀行によって0.25〜0.60%と開きがある。据え置きの銀行も今後の動向は注視が必要だ。",[11,492,493],{},[33,494,495],{},"返済額はいつ変わる？──「5年ルール」に注意",[11,497,498,499,502],{},"金利が上がっても、既存の変動型ローン利用者の毎月返済額がすぐ増えるわけではない。変動金利型ローンには「",[33,500,501],{},"5年ルール","」があり、返済額の見直しは5年ごと・上限125%という制約があるためだ。実際に返済額が変わるのは2027年1月以降になる借り手が多いとされる。",[11,504,505],{},"ただし、返済額が変わらない間も、毎月の支払いの内訳は変化している。利息割合が増え元金の返済分が減るため、表面上は変化がなくても元金の返済ペースは落ちていく。",[11,507,508,509],{},"出典：",[22,510,513],{"href":511,"rel":512},"https:\u002F\u002Fmogecheck.jp\u002Farticles\u002Fshow\u002Fpnl6ZzOV4BDR2k5Ra7PY",[26],"モゲチェック「日銀追加利上げで住宅ローンはいつ上がる？」",[15,515,45],{"id":45},[11,517,518],{},"6月の日銀利上げ→10月の変動金利引き上げというルートで、利上げ局面が家計に具体的に届き始めた。今後も追加利上げが続けば同様のサイクルが繰り返されるため、変動型を利用中の家庭にとって「自分のローンの5年ルール適用日」を把握しておく意味は大きくなりつつある。",[15,520,51],{"id":51},[11,522,523],{},"本記事は公開情報に基づく情報提供を目的としており、投資助言ではありません。住宅ローンの金利・返済条件はご利用の金融機関・契約内容によって異なります。個別の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":525},[526,527,528],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-10-04","2026年10月、ソニー銀行・auじぶん銀行・みずほ銀行など複数行が変動金利を0.25〜0.60%引き上げ。日銀の6月利上げが約4か月越しに家計へ届いた。返済額が変わるのは「5年ルール」の関係で多くは2027年1月以降の見込み。",{},"\u002Freading\u002Farticles\u002F2026-10-04-variable-mortgage-rate-hike-october","2026-10-04T20:00:00+09:00",{"title":421,"description":530},"reading\u002Farticles\u002F2026-10-04-variable-mortgage-rate-hike-october",[236,73],"Kthcei0QQBGJz_c_2wniZ3NZb9tZvvGpdJNDsapo-Lk",{"id":539,"title":540,"author":6,"body":541,"category":62,"dataDate":6,"date":529,"description":622,"extension":65,"image":6,"meta":623,"navigation":67,"path":624,"publishedAt":625,"seo":626,"stem":627,"tags":628,"type":6,"updated":6,"__hash__":630},"articles\u002Freading\u002Farticles\u002F2026-10-04-october-food-price-hike.md","10月の飲食料品3153品目が値上げ──2カ月連続3千品目超、家計への直接影響を整理する",{"type":8,"value":542,"toc":617},[543,555,557,567,583,589,607,609,612,614],[11,544,545,546,549,550,42],{},"10月に入り、飲食料品の値上げが再び家計に直撃している。帝国データバンクの調査によると、今月の飲食料品値上げは",[33,547,548],{},"3,153品目","に達し、単月で3千品目を超えるのは9月に続いて2カ月連続となった（",[22,551,554],{"href":552,"rel":553},"https:\u002F\u002Fwww.commercepick.com\u002Farchives\u002F104077",[26],"commercepick.com",[15,556,17],{"id":17},[11,558,559,560,562,563,566],{},"帝国データバンクがまとめた2026年10月の値上げ動向では、飲食料品の値上げ品目数が",[33,561,548],{},"、月平均の値上げ率は**約10%**となっている（",[22,564,554],{"href":552,"rel":565},[26],"）。単月で3千品目を超えるのが2カ月連続なのは、2023年6〜7月以来、約3年3カ月ぶりだ。",[11,568,569,570,573,574,577,578,42],{},"分野別では",[33,571,572],{},"酒類・飲料が1,399品目","で最多を占め、",[33,575,576],{},"調味料が820品目","と続く。具体的な値上げ幅は、しょうゆ約5〜16%、冷凍食品約5〜8%、ペットボトル・缶飲料約5〜18%、育児用粉ミルク最大15%などが目安となっている（",[22,579,582],{"href":580,"rel":581},"https:\u002F\u002Fsogyotecho.jp\u002F?p=267280",[26],"sogyotecho.jp",[11,584,585,586,42],{},"値上げ要因として企業が挙げたのは、**原材料高が91.3%**でトップ、エネルギーコストが63.8%、中東情勢が27.8%、**円安が8.1%**と続く（",[22,587,554],{"href":552,"rel":588},[26],[11,590,591,592,595,596,599,600,603,604,42],{},"食料品だけでなく、エネルギーコストの上昇も家計に響く。東京ガスは10月から料金改定を実施し、標準的な家庭で",[33,593,594],{},"約2.6%の負担増","が見込まれている（",[22,597,582],{"href":580,"rel":598},[26],"）。2026年の飲食料品値上げ品目の累計はすでに",[33,601,602],{},"20,187品目","に達し、2年連続で年間2万品目を超えている（",[22,605,554],{"href":552,"rel":606},[26],[15,608,45],{"id":45},[11,610,611],{},"食費と光熱費が同時に上昇する「2重値上げ」が10月の家計を圧迫しやすい。値上げ要因として円安が8.1%の企業に挙げられており、直近の157〜160円台の円安基調が続くようなら、11月以降も値上げ圧力が残る可能性がある。",[15,613,51],{"id":51},[11,615,616],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別商品の価格動向や企業の価格設定は変動します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":618},[619,620,621],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"帝国データバンクの調査で2026年10月の飲食料品値上げは3,153品目、月平均10%の上昇率。2カ月連続3千品目超は2023年以来。東京ガスの料金改定も重なり、食費・光熱費の両面で家計への影響が続く。",{},"\u002Freading\u002Farticles\u002F2026-10-04-october-food-price-hike","2026-10-04T13:00:00+09:00",{"title":540,"description":622},"reading\u002Farticles\u002F2026-10-04-october-food-price-hike",[236,629],"energy","VqE-ebLJ9vk2obrCsIMwaFIQ-XGp1_CYMIA37yjtF6A",{"id":632,"title":633,"author":6,"body":634,"category":62,"dataDate":6,"date":529,"description":705,"extension":65,"image":6,"meta":706,"navigation":67,"path":707,"publishedAt":708,"seo":709,"stem":710,"tags":711,"type":6,"updated":6,"__hash__":712},"articles\u002Freading\u002Farticles\u002F2026-10-04-boj-next-rate-hike-october-december.md","日銀「次の一手」は10月か12月か──円安・家計物価への波及を整理する",{"type":8,"value":635,"toc":700},[636,639,641,690,692,695,697],[11,637,638],{},"9月に政策金利を1.25%へ引き上げた日銀の、「次の利上げ」をめぐる議論が熱を帯びています。10月会合か12月会合か──観測が拮抗するなか、直近の米国市場の動きと160円台を維持するドル円相場を踏まえ、家計の目線で論点を整理します。",[15,640,17],{"id":17},[443,642,643,655,666,678],{},[446,644,645,648,649,654],{},[33,646,647],{},"日銀、9月に追加利上げ","。日銀は9月17〜18日の金融政策決定会合で政策金利を1.0%から**1.25%**に引き上げた（",[22,650,653],{"href":651,"rel":652},"https:\u002F\u002Fwww.sakigake.jp\u002Fnews\u002Farticle\u002F20260902CO0070\u002F",[26],"秋田魁新報","）。賛成7・反対2での決定。",[446,656,657,660,661,42],{},[33,658,659],{},"次回は「10月か12月か」で拮抗","。エコノミストの間では、6月会合以降に蓄積されたインフレ指標の上振れや植田総裁が記者会見で「利上げのペースを速めることも十分あり得る」と発言したことを根拠に、次回利上げを10月と見る向きが増えている。一方、「データ次第で12月への先送りも」という慎重意見も根強い（",[22,662,665],{"href":663,"rel":664},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F638305.html",[26],"大和投資情報研究所",[446,667,668,671,672,677],{},[33,669,670],{},"ドル円は160円前後で高止まり","。日銀が9月に利上げを実施した後も円高への転換は限定的で、ドル円は160円台付近（7月末終値160.62円、出典: ",[22,673,676],{"href":674,"rel":675},"https:\u002F\u002Fwww.hsbc.co.jp\u002F-\u002Fmedia\u002Fcl-japan\u002Fpdfs\u002Fttm\u002Fmonthend-fx-mid-rate-2026-07.pdf",[26],"HSBC月末為替レート2026年7月","）での推移が続いています。",[446,679,680,683,684,689],{},[33,681,682],{},"米国株は安定的な水準","。直近（10月2日）のS&P 500は7,722ドル台、NYダウは51,100ドル台で推移し、大きな波乱は見られていません（",[22,685,688],{"href":686,"rel":687},"https:\u002F\u002Ffinance.yahoo.com\u002Fquote\u002F%5EGSPC\u002F",[26],"Yahoo Finance","）。米国経済が落ち着いているうちは、リスクオフによる「安全通貨としての円買い」圧力も限られる状況です。",[15,691,45],{"id":45},[11,693,694],{},"次の利上げが10月に前倒しされた場合、短期金利の上昇スピードが速まることで、変動型の住宅ローン金利や輸入コスト（経由して食品・光熱費）への影響が想定より早く家計に届く可能性があります。円高への誘因にもなりますが、日米金利差は依然大きく、「利上げ＝即円高」とは限りません。10月会合（10月29〜30日予定）前後の植田総裁の発言と、同月1日公表の日銀短観が判断の分岐点になりそうです。",[15,696,51],{"id":51},[11,698,699],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金融政策・金利・為替は変更される場合があります。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":701},[702,703,704],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月に1.25%へ引き上げた日銀の次回利上げ時期が、10月と12月で拮抗しています。直近の米国市場の動きと円安基調を踏まえ、家計への波及ポイントを整理します。",{},"\u002Freading\u002Farticles\u002F2026-10-04-boj-next-rate-hike-october-december","2026-10-04T09:00:00+09:00",{"title":633,"description":705},"reading\u002Farticles\u002F2026-10-04-boj-next-rate-hike-october-december",[236,73],"z9NPTKtf1mhqh49G_UOyWlWxCTVRBPchlkQAByK-okU",{"id":714,"title":715,"author":6,"body":716,"category":62,"dataDate":6,"date":774,"description":775,"extension":65,"image":6,"meta":776,"navigation":67,"path":777,"publishedAt":778,"seo":779,"stem":780,"tags":781,"type":6,"updated":6,"__hash__":782},"articles\u002Freading\u002Farticles\u002F2026-10-03-nikkei-wrap-boj-dec-rate.md","きょうの総括──CPI2.7%急伸・円高進行が映す日銀12月利上げシナリオ",{"type":8,"value":717,"toc":769},[718,721,723,732,735,753,755,764,766],[11,719,720],{},"きょうの東京市場は、9月の東京都区部CPI（生鮮食品除くコア）が前年比2.7%に急加速したことを起点に、円高・株価軟調の展開が続いた。日銀が9月に政策金利を1.25%へ引き上げたばかりだが、今日のデータは次の一手を近づける材料として市場が受け止めている。",[15,722,17],{"id":17},[11,724,725,726,731],{},"本日公表された9月の東京CPI（生鮮食品除くコア）は前年比2.7%と急伸し、8月（1.9%）から大幅に加速。日銀の物価目標（2%）を9か月ぶりに上回った（",[22,727,730],{"href":728,"rel":729},"https:\u002F\u002Fwww.fxstreet.com\u002Fnews\u002Fjapanese-yen-rises-due-to-hot-tokyo-cpi-dovish-fed-bets-202610020600",[26],"FXStreet、2026-10-02","）。生鮮・エネルギーを除くコアコアは3.0%と、食料品・日用品への価格転嫁の広がりを示している。",[11,733,734],{},"この物価データを受けてドル円は157円台後半へ円高が進み、輸出企業株への売りが目立つ展開となった。",[11,736,737,738,747,748,42],{},"日銀はすでに9月17〜18日の金融政策決定会合で、政策金利を1.0%から**1.25%",[33,739,740,741,746],{},"へ引き上げている（",[22,742,745],{"href":743,"rel":744},"https:\u002F\u002Fwww.dir.co.jp\u002Freport\u002Fresearch\u002Feconomics\u002Fjapan\u002F20260918_026078.html",[26],"大和総研レポート、2026-09-18","）。市場では次の利上げ時期として","2026年12月（1.5%想定）**が有力視されており、1月〜3月に1.75%へ向かうとの見方も広がっている（",[22,749,752],{"href":750,"rel":751},"https:\u002F\u002F0systems.com\u002F2026\u002F09\u002F29\u002F53436\u002F",[26],"0systems.com、2026-09-29",[15,754,45],{"id":45},[11,756,757,758,763],{},"今日の動きで改めて浮かび上がるのは、「物価が上振れるほど利上げが早まりやすい」というサイクルだ。変動型住宅ローンの適用金利は足元で約1.45%近辺まで上がっており（",[22,759,762],{"href":760,"rel":761},"https:\u002F\u002Ffinancial-field.com\u002Floan\u002Fentry-512021",[26],"Financial Field 試算","）、年内にさらに上昇する可能性がある。一方、定期預金金利も少しずつ上がってきており、貯蓄を積み上げてきた高齢層には受取利息増というプラス効果もある。NISA口座で株式を保有している場合は、円高・輸出株安の局面が続きやすいことも念頭に置いておく価値がある。",[15,765,51],{"id":51},[11,767,768],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や住宅ローンの借り換えを推奨するものではなく、将来の金利・相場・物価水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":770},[771,772,773],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-10-03","9月東京CPI（コア）が2.7%へ急伸し、為替も157円台へ円高が進行。日銀が9月に1.25%へ引き上げた政策金利は12月に1.5%へ向かうとの観測が高まり、変動ローン利用者には注意が必要だ。",{},"\u002Freading\u002Farticles\u002F2026-10-03-nikkei-wrap-boj-dec-rate","2026-10-03T20:00:00+09:00",{"title":715,"description":775},"reading\u002Farticles\u002F2026-10-03-nikkei-wrap-boj-dec-rate",[236,73],"nxHNSFjM2_mAkJbKa4D-ZYAQwTY3WqTBjsogMB22S0g",{"id":784,"title":785,"author":6,"body":786,"category":62,"dataDate":6,"date":774,"description":824,"extension":65,"image":6,"meta":825,"navigation":67,"path":826,"publishedAt":827,"seo":828,"stem":829,"tags":830,"type":6,"updated":6,"__hash__":831},"articles\u002Freading\u002Farticles\u002F2026-10-03-tokyo-cpi-september-acceleration.md","9月東京CPI 2.7%に急加速──9か月ぶりに日銀目標超え、円高・次の一手に注目",{"type":8,"value":787,"toc":819},[788,791,793,801,809,811,814,816],[11,789,790],{},"9月の東京都区部消費者物価指数（CPI）速報で、生鮮食品を除くコア指数が前年同月比2.7%と急伸した。8月（1.9%）から大幅に加速し、日銀が物価目標として掲げる2%を9か月ぶりに上回った。物価の高止まりが改めて鮮明になるなか、ドル円は157円台後半へ円高が進み、日銀の次の利上げ時期をめぐる思惑が高まっている。",[15,792,17],{"id":17},[11,794,795,796,800],{},"9月の東京CPI（生鮮食品除くコア）は前年比2.7%と急伸し、日銀の物価目標（2%）を9か月ぶりに上回った（",[22,797,799],{"href":728,"rel":798},[26],"FXStreet, 2026-10-02","）。生鮮食品とエネルギーをともに除くコアコア指数は3.0%へ跳ね上がり、8月（2.0%）から大幅に拡大した。食料品・日用品への価格転嫁が幅広く続いていることが、上振れの主な要因とみられる。",[11,802,803,804,42],{},"為替面では、この物価データを受けてドル円が157円77銭近辺に円高が進んだ（同FXStreet記事）。日銀は9月の金融政策決定会合で政策金利を1.25%へ引き上げており（1995年以来の高水準）、今回の物価データは次回以降の会合で追加利上げを検討する材料の一つになりうる（",[22,805,808],{"href":806,"rel":807},"https:\u002F\u002Fdigg.com\u002Fworld-business\u002F47152e4d",[26],"Bank of Japan raises policy rate to 1.25% – Digg",[15,810,45],{"id":45},[11,812,813],{},"コアCPIが2%を超えたことで、日銀が次の利上げを議論しやすい環境が整いつつある。利上げが進めば変動型ローンの返済負担が増す一方、預金金利のさらなる上昇も期待できる局面だ。食費・光熱費の動向に加えて金利環境の変化も含め、家計への影響を継続的に確認しておくとよいだろう。",[15,815,51],{"id":51},[11,817,818],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の物価・金利・為替水準を保証するものではなく、個別銘柄の売買を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":820},[821,822,823],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月の東京都区部CPI（生鮮食品除くコア）が前年比2.7%と急伸し、9か月ぶりに日銀目標の2%を超えた。コアコアは3.0%に跳ね上がり、ドル円は157円台後半へ円高が進んだ。",{},"\u002Freading\u002Farticles\u002F2026-10-03-tokyo-cpi-september-acceleration","2026-10-03T13:00:00+09:00",{"title":785,"description":824},"reading\u002Farticles\u002F2026-10-03-tokyo-cpi-september-acceleration",[236,73],"wILCMqdpUdnYhn6V-Z3uyrN1qgJV6F3QvECBECUtvkU",{"id":833,"title":834,"author":6,"body":835,"category":62,"dataDate":6,"date":774,"description":890,"extension":65,"image":6,"meta":891,"navigation":67,"path":892,"publishedAt":893,"seo":894,"stem":895,"tags":896,"type":6,"updated":6,"__hash__":897},"articles\u002Freading\u002Farticles\u002F2026-10-03-yen-158-us-rates-household.md","円安158円台と米長期金利5%台──家計物価への波及を整理する",{"type":8,"value":836,"toc":885},[837,840,842,855,867,875,877,880,882],[11,838,839],{},"10月2日（現地時間）のニューヨーク市場でドル・円は158円台で推移し、一時158円45銭まで円安が進んだ。NYダウは4営業日ぶりに小幅反発したものの、米長期金利の高止まりと円安継続が続いている。",[15,841,17],{"id":17},[11,843,844,845,850,851,42],{},"10月2日のNY外為市場でドル・円は一時158円45銭まで上昇し、終値は158円07銭（",[22,846,849],{"href":847,"rel":848},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F10\u002F02\u002F171759",[26],"外為どっとコム","）。東京市場でも朝方から円安が進む場面が見られた（",[22,852,332],{"href":853,"rel":854},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380592",[26],[11,856,857,858,862,863,42],{},"株式市場では、NYダウが4営業日ぶりに小幅反発（",[22,859,861],{"href":392,"rel":860},[26],"OANDA","）。ナスダックは26,907.59（前日比+0.17%）で取引を終えた（",[22,864,332],{"href":865,"rel":866},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380531",[26],[11,868,869,870,42],{},"米10年債利回りは前日10月1日に一時5.34%まで上昇し、2002年以来の高水準となった。10月2日は「上昇一服」となったが、5%台の高水準は続いている（",[22,871,874],{"href":872,"rel":873},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_10_02_us500\u002F",[26],"OANDA S&P500レポート",[15,876,45],{"id":45},[11,878,879],{},"ドル円が158円台にある間は、輸入原材料・エネルギーの円建てコストが押し上げられやすい。食料品や光熱費など家計への直接的な影響が出やすい水準だ。米長期金利が5%台という水準を保つ限り日米の金利差が意識されやすく、円安方向の圧力が続きやすいと考えられる。",[15,881,51],{"id":51},[11,883,884],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の金融商品の売買を推奨するものではなく、将来の相場や物価の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":886},[887,888,889],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"10月2日のNY市場でドル円が158円台で推移。米10年債利回りは前日に2002年以来の5.34%に達し、高金利・円安の組み合わせが輸入コストを押し上げやすい状況が続いている。",{},"\u002Freading\u002Farticles\u002F2026-10-03-yen-158-us-rates-household","2026-10-03T09:00:00+09:00",{"title":834,"description":890},"reading\u002Farticles\u002F2026-10-03-yen-158-us-rates-household",[164,236],"bb5y0DPW-ciSqOYsaHDtZ1JdrUsppcW8k17HySUL_10",{"id":899,"title":900,"author":6,"body":901,"category":62,"dataDate":6,"date":957,"description":958,"extension":65,"image":6,"meta":959,"navigation":67,"path":960,"publishedAt":961,"seo":962,"stem":963,"tags":964,"type":6,"updated":6,"__hash__":965},"articles\u002Freading\u002Farticles\u002F2026-10-02-nikkei-down-on-rate-concerns.md","日経平均647円安で終了　米金利高が圧迫、ドル円は157円台後半",{"type":8,"value":902,"toc":952},[903,906,908,918,930,942,944,947,949],[11,904,905],{},"2026年10月2日（金）の東京株式市場で、日経平均株価は反落した。終値は前日比647円26銭安の6万8309円46銭。米国を中心とした金利高への懸念が引き続き重荷となり、投資家が本格的なリスクオン姿勢に転じにくい地合いが続いた。",[15,907,17],{"id":17},[11,909,910,913,914,42],{},[33,911,912],{},"日経平均は6万8309円で引け"," — 前日比0.94%安。半導体関連株などは一部上昇したものの、金融株が軟調に推移し、指数全体を押し下げた（",[22,915,315],{"href":916,"rel":917},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB01965TR01C26A0000000\u002F",[26],[11,919,920,923,924,929],{},[33,921,922],{},"ドル円は157円70銭前後"," — 東京時間午後4時46分時点で157円70〜72銭と、前日比0.67円円高水準。日銀は6月の金融政策決定会合で政策金利を1.0%へ引き上げており（1995年以来最高水準）、次の利上げは12月が有力視されている（",[22,925,928],{"href":926,"rel":927},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0768\u002F",[26],"野村證券","）。一方、米国の高金利が続く間は日米金利差が縮まりにくく、円の大幅な反転も見込みにくい状況だ。",[11,931,932,935,936,941],{},[33,933,934],{},"物価見通し"," — 日銀は2026年度の消費者物価上昇率見通しを1.9%に上方修正している（",[22,937,940],{"href":938,"rel":939},"https:\u002F\u002Fwww.yutaka-trusty.co.jp\u002Fmarket\u002Fblog_oogo\u002F%E6%97%A5%E9%8A%80%E9%87%91%E8%9E%8D%E6%94%BF%E7%AD%96%E6%B1%BA%E5%AE%9A%E4%BC%9A%E5%90%88%EF%BC%9A%E6%94%BF%E7%AD%96%E9%87%91%E5%88%A9%E3%82%92%E6%8D%AE%E3%81%88%E7%BD%AE%E3%81%8D%E3%80%812026\u002F",[26],"豊トラスティ証券","）。輸入物価を通じた円安の影響が、食料品や光熱費の家計負担に波及しやすい状況が続いている。",[15,943,45],{"id":45},[11,945,946],{},"「米金利高→円安継続→輸入物価上昇」という連鎖が家計に直結するテーマとして浮かび上がる一日だった。日銀の利上げペースが米国と比べて緩やかな間は、この構図が崩れにくいとみる向きが多い。NISA口座などで海外資産を持つ場合、円安は評価益を押し上げる半面、円転時の目減りリスクも伴う点には留意したい。",[15,948,51],{"id":51},[11,950,951],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利動向を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":953},[954,955,956],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-10-02","2日の東京市場は日経平均が前日比647円安（6万8309円）で反落。米国の金利高への懸念が投資家のリスク許容度を下げた一日。ドル円は157円70銭前後で推移した。",{},"\u002Freading\u002Farticles\u002F2026-10-02-nikkei-down-on-rate-concerns","2026-10-02T20:00:00+09:00",{"title":900,"description":958},"reading\u002Farticles\u002F2026-10-02-nikkei-down-on-rate-concerns",[73,236],"lXs7sVE2qBlaeH6Dj3XNbGZ7zgZiHVjVNkYVwCKm7WM",{"id":967,"title":968,"author":6,"body":969,"category":62,"dataDate":6,"date":957,"description":1017,"extension":65,"image":6,"meta":1018,"navigation":67,"path":1019,"publishedAt":1020,"seo":1021,"stem":1022,"tags":1023,"type":6,"updated":6,"__hash__":1024},"articles\u002Freading\u002Farticles\u002F2026-10-02-nikkei-morning-selloff-yen-158.md","日経平均が前場に約800円安 ─ 利確売りが広がる中、円は158円台",{"type":8,"value":970,"toc":1012},[971,974,976,985,993,1002,1004,1007,1009],[11,972,973],{},"10月2日の東京株式市場・前場は日経平均株価が約800円安（前日比）と大幅に下落した。直近の上昇相場での高値警戒感から利益確定売りが優勢となり、6万8,000円台前半での軟調な展開となっている。",[15,975,17],{"id":17},[11,977,978,979,984],{},"前場の日経平均は前日終値（6万8,956円台）から大幅に下落し、一時6万8,100円台まで売られた（",[22,980,983],{"href":981,"rel":982},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F753041",[26],"株式新聞Web","）。直近でAI・半導体関連株が主導した上昇局面に対する利益確定売りが主な要因と見られている。",[11,986,987,988,42],{},"為替は10月1日夕方時点でドル円が1ドル＝158円38銭と、7月の162〜163円台からは円高方向に戻しつつあるものの、依然として2024年水準と比べると円安が続く（",[22,989,992],{"href":990,"rel":991},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fquote\u002F998407.O",[26],"Yahoo!ファイナンス",[11,994,995,996,1001],{},"日銀の政策面では、次回の金融政策決定会合（10月予定）での追加利上げ観測が根強く残っており、政策金利が1.25%へ引き上げられるとの見方が市場で意識されている（",[22,997,1000],{"href":998,"rel":999},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F495225.html",[26],"大和投資信託調査レポート","）。企業物価指数（輸入物価・円ベース）は5月時点で前年比＋25.5%と高止まりが続いており、日銀が物価の基調を注視していることは変わらない。",[15,1003,45],{"id":45},[11,1005,1006],{},"円が7月の最安値圏から緩やかに戻してきた点は、輸入コスト経由の物価押し上げ圧力が若干和らぐ方向だが、158円台はまだ歴史的には弱い水準で、食料品・エネルギーの輸入コスト高止まりは続いている。日銀が10月に利上げを実施した場合、住宅ローン（変動金利）の利払い増と円高方向の調整が同時に進む可能性があり、家計の収支両面への影響に注意が必要な局面だ。",[15,1008,51],{"id":51},[11,1010,1011],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1013},[1014,1015,1016],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"10月2日前場、日経平均は前日比約800円安と大幅反落。直近の急騰局面への利益確定売りが主因。ドル円は158円台と依然円安水準が続き、輸入コスト圧力は変わらない。日銀の10月利上げ観測が続く中、家計への影響に注目が集まる。",{},"\u002Freading\u002Farticles\u002F2026-10-02-nikkei-morning-selloff-yen-158","2026-10-02T13:00:00+09:00",{"title":968,"description":1017},"reading\u002Farticles\u002F2026-10-02-nikkei-morning-selloff-yen-158",[73,236],"AcyClgcm8O4b0Bd43kbzgGi1igA7TGH5aZQ9P3HKxCo",{"id":1026,"title":1027,"author":6,"body":1028,"category":62,"dataDate":6,"date":957,"description":1083,"extension":65,"image":6,"meta":1084,"navigation":67,"path":1085,"publishedAt":1086,"seo":1087,"stem":1088,"tags":1089,"type":6,"updated":6,"__hash__":1090},"articles\u002Freading\u002Farticles\u002F2026-10-02-us-rate-19yr-high-yen-158.md","米10年債利回りが19年ぶり高水準、ダウ443ドル安・円安158円台──今朝の日本市場への影響",{"type":8,"value":1029,"toc":1078},[1030,1033,1035,1048,1056,1064,1066,1073,1075],[11,1031,1032],{},"10月1日（木）の米国市場は、原油高を起点にしたインフレ警戒が長期金利を押し上げ、NYダウが443.87ドル安（-0.86%）の50,906.05ドルで引けた。S&P500も小幅安の7,640.92となった一方、ナスダックは利上げ警戒の後退を織り込み63ポイント高と逆行高。円相場は158円近辺で推移しており、円安基調が続いている。",[15,1034,17],{"id":17},[11,1036,1037,1038,1041,1042,1047],{},"最大の材料は",[33,1039,1040],{},"米10年債利回りの上昇","だ。OANDAのマーケットレポートによると、10月1日に「19年ぶりの高水準」、すなわち2007年以来の水準に近づいた（",[22,1043,1046],{"href":1044,"rel":1045},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_10_01_us30\u002F",[26],"OANDA 2026年10月1日付レポート","）。原油先物の上昇がインフレの長期化懸念を呼び起こし、市場金利を押し上げた形だ。",[11,1049,1050,1051,42],{},"金利上昇の影響は株式市場で二分された。配当利回りが売りに付されやすいディフェンシブ株（生活必需品・ヘルスケア）を中心にダウが下落した一方、ナスダックはFRBの利上げサイクル終了を見込む買いが優勢だった。日経新聞によれば、9月以降の金利上昇局面は30年物米国債でも5.3%台と19年ぶり水準を記録している（",[22,1052,1055],{"href":1053,"rel":1054},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN179HZ0X10C26A8000000\u002F",[26],"日本経済新聞 2026年8月",[11,1057,1058,1059,42],{},"円安についても、金利差が主因だ。日米金利差の拡大が続くなか、ドル円は158円台で推移しており、野村証券は160円超えの余地は限定的と見ながらも、当面は高止まりを想定している（",[22,1060,1063],{"href":1061,"rel":1062},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0888\u002F",[26],"野村証券",[15,1065,45],{"id":45},[11,1067,1068,1069,1072],{},"長期金利の上昇は住宅ローン金利や企業の借入コストに波及し、消費・設備投資を冷やす方向に働く。円安158円台が続けば輸入物価の高止まりを通じて",[33,1070,1071],{},"食品・エネルギー価格の家計負担","が増えやすい。一方、米国株をドル建てで持つNISA投資家には為替差益が乗る構図でもある。今日の東京市場（日経平均・為替）の寄り付きの動きが、米国発の金利ショックをどの程度織り込むかを確認しておきたい。",[15,1074,51],{"id":51},[11,1076,1077],{},"本記事は情報提供を目的としており、投資助言ではありません。記載した数値・見通しは公開情報に基づくもので、将来の相場や物価を保証するものではありません。個別の投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1079},[1080,1081,1082],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"10月1日の米国市場でダウが443ドル安。原油高が招くインフレ再燃警戒で長期金利が2007年以来の高水準に迫り、円安158円台も続いている。日本のNISA投資家が今押さえたいポイントを整理する。",{},"\u002Freading\u002Farticles\u002F2026-10-02-us-rate-19yr-high-yen-158","2026-10-02T09:00:00+09:00",{"title":1027,"description":1083},"reading\u002Farticles\u002F2026-10-02-us-rate-19yr-high-yen-158",[164,236],"GYnP0J0CFmN3pa7XgGB6ruTp5LwQcEsVAbVgyr55hac",{"id":1092,"title":1093,"author":6,"body":1094,"category":62,"dataDate":6,"date":1142,"description":1143,"extension":65,"image":6,"meta":1144,"navigation":67,"path":1145,"publishedAt":1146,"seo":1147,"stem":1148,"tags":1149,"type":6,"updated":6,"__hash__":1150},"articles\u002Freading\u002Farticles\u002F2026-10-01-boj-main-opinions-yen-weakens.md","円が158円台まで下落—日銀「主な意見」で連続利上げ観測が後退、日経平均は大幅続伸",{"type":8,"value":1095,"toc":1137},[1096,1099,1101,1115,1124,1127,1129,1132,1134],[11,1097,1098],{},"10月1日の東京市場は、日銀が公表した9月会合の「主な意見」をきっかけに円売りが加速し、ドル円は一時158円40銭台まで下落した。一方、株式市場は前日の流れを引き継いで続伸し、日経平均は終値で前日比1,272円高（+1.94%）と大幅に上昇した。",[15,1100,17],{"id":17},[11,1102,1103,1104,1109,1110,1114],{},"日本銀行は10月1日、9月の金融政策決定会合での「主な意見」を公表した。「引き続き政策金利を引き上げる」との方針は維持されたが、市場では「想定の範囲内」と受け止められた（",[22,1105,1108],{"href":1106,"rel":1107},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380465",[26],"みんかぶFX・東京為替概況 2026\u002F10\u002F01","）。さらに内閣府からは「今回の利上げが経済・物価に与える影響を丁寧に点検していただきたい」との発言があり（",[22,1111,1113],{"href":330,"rel":1112},[26],"みんかぶFX 2026\u002F10\u002F01午前","）、早期の追加利上げに対する市場の警戒感が後退。ドル円は朝の157円30銭台から午後には158円40銭台まで円安が進んだ。",[11,1116,1117,1118,1123],{},"株式相場では、",[22,1119,1122],{"href":1120,"rel":1121},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-10-01\u002FTM77J9KK3NY800",[26],"Bloomberg（2026\u002F10\u002F01）","によると日経平均が66,753円（前日比+1,272円、+1.94%）、TOPIXが4,108ポイント（+67.52pt）で大引けを迎えた。円安による輸出関連銘柄の採算改善期待が株高を後押しした形だ。",[11,1125,1126],{},"現在の政策金利は1.25%で、31年ぶりの高水準にある。",[15,1128,45],{"id":45},[11,1130,1131],{},"連続利上げ観測が遠のくと円安が進みやすくなる。円安は輸入コストの上昇を通じて食品・エネルギー価格を押し上げる方向に働くため、家計の物価負担が続きやすい局面と言える。株高と円安の同時進行は輸出株には追い風だが、日用品や光熱費のコスト上昇という形で生活には逆風として出やすい。今後の日銀の判断と政府の姿勢がどう折り合うかが、円相場の方向感を左右する。",[15,1133,51],{"id":51},[11,1135,1136],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1138},[1139,1140,1141],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-10-01","日銀が9月会合の「主な意見」を公表し、追加利上げを急がないとのシグナルが広がって円は一時158円40銭台まで下落。日経平均は前日比1,272円高の大幅続伸となった。",{},"\u002Freading\u002Farticles\u002F2026-10-01-boj-main-opinions-yen-weakens","2026-10-01T20:00:00+09:00",{"title":1093,"description":1143},"reading\u002Farticles\u002F2026-10-01-boj-main-opinions-yen-weakens",[236,73],"hFkT7TNQaP0tH1mahUd0LjMjKnaQkWaGsdsV8lH9osg",{"id":1152,"title":1153,"author":6,"body":1154,"category":62,"dataDate":6,"date":1142,"description":1206,"extension":65,"image":6,"meta":1207,"navigation":67,"path":1208,"publishedAt":1209,"seo":1210,"stem":1211,"tags":1212,"type":6,"updated":6,"__hash__":1213},"articles\u002Freading\u002Farticles\u002F2026-10-01-nikkei-surge-boj-cautious-yen-158.md","日経平均が前場で1600円超高・円は158円台、日銀「慎重姿勢」で円売りが加速",{"type":8,"value":1155,"toc":1201},[1156,1163,1165,1172,1178,1184,1191,1193,1196,1198],[11,1157,1158,1159,42],{},"10月1日の東京市場前場は、日銀が公表した「主な意見」をきっかけに円売りが広がり、株式市場では半導体関連が急騰した。日経平均は前場終値で前日比1602円09銭高（+2.40%）の6万8355円81銭と、8月18日以来約1.5カ月ぶりに6万8000円台を回復した（",[22,1160,315],{"href":1161,"rel":1162},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL010GK0R01C26A0000000\u002F",[26],[15,1164,17],{"id":17},[11,1166,1167,1168,42],{},"日銀は本日午前、前回会合の「主な意見」を公表した。政府関係者から「今回の利上げが経済・物価に与える影響を丁寧に点検していただきたい」との意見が記されており、市場では追加利上げへの慎重姿勢と受け止められた（",[22,1169,332],{"href":1170,"rel":1171},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380422",[26],[11,1173,1174,1175,42],{},"この「主な意見」を受けてドル円は円全面安の展開となり、東京午前は1ドル＝158.22円付近まで円が下落した（",[22,1176,332],{"href":330,"rel":1177},[26],[11,1179,1180,1181,42],{},"株式市場では半導体・AI関連株が上昇をけん引した。アドバンテスト・東京エレクトロン・ソフトバンクグループの3銘柄だけで日経平均を約1000円押し上げた（",[22,1182,315],{"href":1161,"rel":1183},[26],[11,1185,1186,1187,42],{},"なお、日銀は「基調的な物価上昇率がほどなく2%に達することが見込まれる」とし、「過度に慎重にならず適時に対応することが必要」との認識も改めて示している（",[22,1188,332],{"href":1189,"rel":1190},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380420",[26],[15,1192,45],{"id":45},[11,1194,1195],{},"日銀の利上げ観測が後退する局面では円安が進みやすく、輸入物価を通じた家計のコスト負担が続きやすい。一方で株式市場には追い風が吹く構図で、NISAで日本株や半導体関連ファンドを保有する投資家にとっては含み益が膨らみやすい場面でもある。今後は追加利上げの時期が改めて焦点になるため、日銀の発言や経済指標の動向が引き続き注目される。",[15,1197,51],{"id":51},[11,1199,1200],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1202},[1203,1204,1205],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が公表した「主な意見」で追加利上げに慎重な声が確認され、ドル円は158円台に下落。日経平均は前場終値で1602円高の6万8355円と約1.5カ月ぶりに6万8000円台を回復した。",{},"\u002Freading\u002Farticles\u002F2026-10-01-nikkei-surge-boj-cautious-yen-158","2026-10-01T13:00:00+09:00",{"title":1153,"description":1206},"reading\u002Farticles\u002F2026-10-01-nikkei-surge-boj-cautious-yen-158",[73,236],"4ebRCXEdcx18yQfM8iBEB-dyE1DNDG-pPZNV0hPLyJQ",{"id":1215,"title":1216,"author":6,"body":1217,"category":62,"dataDate":6,"date":1142,"description":1287,"extension":65,"image":6,"meta":1288,"navigation":67,"path":1289,"publishedAt":1290,"seo":1291,"stem":1292,"tags":1293,"type":6,"updated":6,"__hash__":1294},"articles\u002Freading\u002Farticles\u002F2026-10-01-us-pce-inflation-dow-q3-drop.md","米8月PCEが予想下回る、ダウは9月に4%超安──インフレ鈍化と金利高のはざまで",{"type":8,"value":1218,"toc":1282},[1219,1222,1224,1238,1253,1272,1274,1277,1279],[11,1220,1221],{},"9月30日（現地時間）、米商務省がFRBの重視するインフレ指標「PCEデフレーター」の8月分を発表した。コアPCEは前年比3.0%と市場予想の3.3%を下回り、インフレの着実な鈍化を示した一方、9月のダウ工業株30種は月間4.3%安と軟調な締めくくりとなった。",[15,1223,17],{"id":17},[11,1225,1226,1227,1232,1233,42],{},"米商務省が9月30日に発表した",[22,1228,1231],{"href":1229,"rel":1230},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F30\u002Ffeds-preferred-gauge-showed-core-inflation-at-3point0percent-in-august-much-lighter-than-expected.html",[26],"8月のコアPCEデフレーター（前年比3.0%、予想3.3%）","は、7月の3.3%から大幅に鈍化した。PCE総合も3.4%と予想（3.7%）を下回った。これを受けて11月FOMCでの追加利上げ確率は51%から37%に低下した（",[22,1234,1237],{"href":1235,"rel":1236},"https:\u002F\u002Ffinance.yahoo.com\u002Feconomy\u002Fpolicy\u002Farticle\u002Fpce-inflation-eases-to-34--cooling-the-case-for-another-fed-rate-hike-125513195.html",[26],"Yahoo Finance, 2026\u002F09\u002F30",[11,1239,1240,1241,1246,1247,1252],{},"9月30日の終値は",[22,1242,1245],{"href":1243,"rel":1244},"https:\u002F\u002Fabcnews.com\u002FBusiness\u002FwireStory\u002Fmajor-us-stock-indexes-fared-wednesday-9302026-136901112",[26],"ダウが50,906ドル（前日比▲444ドル）、S&P500が7,651（▲0.25%）、ナスダックが26,861（+0.24%）","。月間では",[22,1248,1251],{"href":1249,"rel":1250},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-sept-30-2026",[26],"ダウ▲4.3%、S&P500▲0.5%、ナスダック+1.9%","と明暗が分かれた。",[11,1254,1255,1256,1260,1261,1266,1267,42],{},"月間の重荷となったのは米長期金利で、9月下旬に米10年国債利回りは一時5.14%と19年ぶり高水準を記録した（",[22,1257,1259],{"href":1249,"rel":1258},[26],"TheStreet, 2026\u002F09\u002F30","）。国内では日本銀行が9月18日に政策金利を1.25%へ引き上げ（",[22,1262,1265],{"href":1263,"rel":1264},"https:\u002F\u002Fwww.kucoin.com\u002Fblog\u002Fae-boj-rate-decision-1-25-why-yen-falling",[26],"KuCoin Blog","）、約31年ぶりの高水準となったが、日米金利差は依然大きく、ドル円は156円台での推移が続いている（",[22,1268,1271],{"href":1269,"rel":1270},"https:\u002F\u002Fenglish.adnkronos.com\u002F2026\u002F09\u002F08\u002Fyen-strengthens-beyond-154-per-dollar-on-boj-rate-hike-expectations\u002F",[26],"adnkronos, 2026\u002F09\u002F08",[15,1273,45],{"id":45},[11,1275,1276],{},"コアPCEが予想を大きく下回ったことはFRBにとって「利上げを急がない」根拠になりえる。ただし3.0%はまだ目標の2%を上回っており、長期金利が5%超で高止まりする環境では、金利感応度の高いダウ型の銘柄よりも成長期待が強いナスダック型が相対的に選好されやすい状況が続く可能性がある。NISAで米国株式インデックスを積み立てている場合は、円建てのリターンがドル円水準に左右される点にも留意したい。",[15,1278,51],{"id":51},[11,1280,1281],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・指数の売買を推奨するものではなく、将来の相場や経済指標の推移を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1283},[1284,1285,1286],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月30日発表の米8月コアPCEが3.0%と予想（3.3%）を大幅に下回り、FRBの追加利上げ観測が後退した。ただし9月の米国株はダウが月間4.3%安と軟調で、金利高の影響が色濃く残る。",{},"\u002Freading\u002Farticles\u002F2026-10-01-us-pce-inflation-dow-q3-drop","2026-10-01T09:00:00+09:00",{"title":1216,"description":1287},"reading\u002Farticles\u002F2026-10-01-us-pce-inflation-dow-q3-drop",[164,236],"3Gg0034O3hvxbjAMx08Y6lJXfPubgFFAVObPaJGt-2g",{"id":1296,"title":1297,"author":6,"body":1298,"category":62,"dataDate":6,"date":1350,"description":1351,"extension":65,"image":6,"meta":1352,"navigation":67,"path":1353,"publishedAt":1354,"seo":1355,"stem":1356,"tags":1357,"type":6,"updated":6,"__hash__":1358},"articles\u002Freading\u002Farticles\u002F2026-09-30-oil-price-drop-nikkei-rally.md","原油安で日経1,272円高・全面高—光熱費への波及を読む【9月30日夜まとめ】",{"type":8,"value":1299,"toc":1345},[1300,1303,1305,1318,1326,1329,1331,1340,1342],[11,1301,1302],{},"9月30日の東京株式市場は原油安を材料に全面高となり、日経平均株価は前日比1,272円45銭高の66,753円72銭で引けた（3日ぶり反発）。東証プライムの値上がり銘柄は1,127（全体の約72%）で、全33業種がプラスで終えた。円相場は午後5時時点で1ドル＝156円91銭と、前日終値（157円29銭）に比べ38銭の円高水準で推移した。",[15,1304,17],{"id":17},[11,1306,1307,1308,374,1313,42],{},"株高の主因は原油価格の下落だ。前日（9月29日）の原油相場ではWTI先物が前日比約2.6%安、北海ブレントが約2.1%安と大幅に下落した（",[22,1309,1312],{"href":1310,"rel":1311},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260930\u002F871782.html",[26],"財経新聞・日経平均大引け 9月30日",[22,1314,1317],{"href":1315,"rel":1316},"https:\u002F\u002Ftbladvisory.com\u002F20260930nk\u002F",[26],"TBLアドバイザリー 市場概況",[11,1319,1320,1321,42],{},"下落の背景は中東情勢の一時的な緩和だ。サウジアラビアのパイプライン一部復旧と米国の備蓄放出、イランとの外交交渉再開が報じられ、供給不安が和らいだ（",[22,1322,1325],{"href":1323,"rel":1324},"https:\u002F\u002Fwww.forbes.com\u002Fadvisor\u002Finvesting\u002Foil-prices-today\u002F",[26],"Forbes Advisor Oil Prices Today",[11,1327,1328],{},"日本株は原油安で輸送・電力・化学など幅広い業種でコスト低下期待が広がり、買いが先行した。",[15,1330,45],{"id":45},[11,1332,1333,1334,1339],{},"原油安が続けば、ガソリン・灯油・電力など家庭の光熱費に下押し圧力がかかりやすい。足元のレギュラーガソリン全国平均は9月14日時点で169.9円\u002FL（",[22,1335,1338],{"href":1336,"rel":1337},"https:\u002F\u002Fnenryo-teigakuhikisage.go.jp\u002Fcurrent_graph.pdf",[26],"資源エネルギー庁 燃料油価格激変緩和対策","）だが、原油安が数週間維持されれば小売価格に反映される可能性がある。一方、円相場は156円台と依然として歴史的な円安水準にあるため、輸入物価全体を押し下げるにはまだ日米金利差の動向を注視する必要がある。",[15,1341,51],{"id":51},[11,1343,1344],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、将来の市場動向・価格を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1346},[1347,1348,1349],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-30","9月30日の日経平均は前日比1,272円高（+1.94%）の66,753円で3日ぶり反発。中東情勢緩和を背景とした原油安が全33業種を押し上げた。原油価格の下落が家計の光熱費にどう波及するか整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-30-oil-price-drop-nikkei-rally","2026-09-30T20:00:00+09:00",{"title":1297,"description":1351},"reading\u002Farticles\u002F2026-09-30-oil-price-drop-nikkei-rally",[73,236],"nPVJldOJlQ5ZPybpdEt_Q-5XBXrqfRT2hCN3P8euvNs",{"id":1360,"title":1361,"author":6,"body":1362,"category":62,"dataDate":6,"date":1350,"description":1407,"extension":65,"image":6,"meta":1408,"navigation":67,"path":1409,"publishedAt":1410,"seo":1411,"stem":1412,"tags":1413,"type":6,"updated":6,"__hash__":1414},"articles\u002Freading\u002Farticles\u002F2026-09-30-nikkei-rebound-semiconductor.md","日経平均が1,100円超の大幅反発｜AI・半導体株が前場をけん引",{"type":8,"value":1363,"toc":1402},[1364,1367,1369,1377,1385,1392,1394,1397,1399],[11,1365,1366],{},"9月30日の東京株式市場は前日までの3日続落から一転、大幅反発で推移しています。前場引けの日経平均株価は前日比837円54銭高の6万6318円81銭で、その後も上げ幅を拡大し、午後1時時点で1,102円44銭高の6万6583円71銭となっています（TOPIX：4,102.93、前日比+61.80）。",[15,1368,17],{"id":17},[11,1370,1371,1372,42],{},"前日29日の米国市場ではNYダウとナスダックが下落したものの、半導体株の指標となるフィラデルフィア半導体株指数（SOX）が反発。これを受け、東京市場では東京エレクトロンや太陽誘電、SUMCOといったAI・半導体関連銘柄への物色が先行し、相場を押し上げました（",[22,1373,1376],{"href":1374,"rel":1375},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F769039",[26],"株式新聞Web・9月30日見通し",[11,1378,1379,1380,42],{},"為替はドル円が157円台前半と小動きで、相場の上昇を大きく妨げる円高にはなっていません（",[22,1381,1384],{"href":1382,"rel":1383},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026093002000019\u002F",[26],"OANDA・9月30日午後1時時点",[11,1386,1387,1388,1391],{},"本日は国内で",[33,1389,1390],{},"8月の商業動態統計・鉱工業生産","が発表予定。消費や生産の実態を示すデータで、物価動向や家計への影響を測る材料として注目されます。海外では米9月ADP雇用統計や米GDP確定値の発表も控えており、夕方以降の為替・株式市場に影響する可能性があります。",[15,1393,45],{"id":45},[11,1395,1396],{},"SOXの反発が東京の半導体・AI株を動かすパターンは、米エヌビディアなど大手の業績見通しへの感応度が高い構造を示しています。AI関連需要の動向次第で今後も大きな値動きが続く可能性があり、NISA口座などで半導体関連ETFを保有している方は市場の方向感を定期的に確認しておくと安心です。",[15,1398,51],{"id":51},[11,1400,1401],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄やETFの売買を推奨するものではなく、将来の株価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1403},[1404,1405,1406],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月30日の東京市場は3日ぶりに大幅反発。米SOX（半導体指数）の持ち直しを受けてAI・半導体関連に買いが集まり、日経平均は午後に1,100円超の上昇となった。",{},"\u002Freading\u002Farticles\u002F2026-09-30-nikkei-rebound-semiconductor","2026-09-30T13:00:00+09:00",{"title":1361,"description":1407},"reading\u002Farticles\u002F2026-09-30-nikkei-rebound-semiconductor",[73,164],"hsR8Onlopglnvks7v7t31GMmryBxDQ-PA_Gxx0QZ1OU",{"id":1416,"title":1417,"author":6,"body":1418,"category":62,"dataDate":6,"date":1350,"description":1464,"extension":65,"image":6,"meta":1465,"navigation":67,"path":1466,"publishedAt":1467,"seo":1468,"stem":1469,"tags":1470,"type":6,"updated":6,"__hash__":1471},"articles\u002Freading\u002Farticles\u002F2026-09-30-us-rates-mideast-sept-end.md","上半期末の東京市場—米金利5.29%・中東不安で米株続落（9月30日 朝）",{"type":8,"value":1419,"toc":1459},[1420,1423,1425,1433,1441,1449,1451,1454,1456],[11,1421,1422],{},"前夜（9月29日）の米国市場は続落。NYダウは前日比131.59ドル安の51,349.92ドル、ナスダック100は1.08%安の30,276.81ポイントで引けた。米10年債利回りは5.29%と2007年6月以来の高水準に上昇し、今日は9月の最終取引日（上半期末）を迎える。",[15,1424,17],{"id":17},[11,1426,1427,1432],{},[22,1428,1431],{"href":1429,"rel":1430},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL3000W0Q6A930C2000000\u002F",[26],"日本経済新聞の市場サマリー","によると、9月29日の米国株式市場はNYダウが131.59ドル安の51,349.92ドル、ナスダック総合が22.84ポイント安の26,797.54と続落した。米10年債利回りは0.06ポイント上昇して5.29%と、2007年6月以来の高水準を更新。金利上昇を嫌気し、金融株や消費関連銘柄に売りが出た。",[11,1434,1435,1440],{},[22,1436,1439],{"href":1437,"rel":1438},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_29_us100\u002F",[26],"OANDAのナスダック100分析","では、下落の背景として中東情勢の悪化も指摘されている。トランプ大統領がホルムズ海峡の再開をめぐるイラン側の提案を拒否したと伝わり、ARM・クアルコム・インテル・メタなどIT関連銘柄が幅広く売られた。ナスダック100は▲1.08%と、ナスダック総合（▲0.08%）より大幅に下落しており、大型テック株に売りが集中した形だ。",[11,1442,1443,1448],{},[22,1444,1447],{"href":1445,"rel":1446},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380250",[26],"みんかぶFXの早朝データ","では、今朝（9月30日）のドル円は引き続き157円台での推移。CME日経平均先物は大証終値比+295の66,125と小幅プラス圏で推移しており、東京市場はやや反発して始まる可能性がある。WTI原油先物は前日比▲3.01%の1バレル89.81ドルと大幅に下落しており、エネルギーコストへの影響が注目される。",[15,1450,45],{"id":45},[11,1452,1453],{},"米10年金利が5.29%という水準は大型テック株の評価に直接響くため、NISAで米国株投信を積み立てている投資家は足元の基準価格の変動に注意が必要だ。一方、原油の急落（▲3%超）は輸入コスト低下の予兆となりうる点は、前日（9月29日）に今年最多の4,923品目で食品値上げが報告された家計には、やや明るい材料といえるかもしれない。",[15,1455,51],{"id":51},[11,1457,1458],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄や金融商品の売買を推奨するものではなく、将来の市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1460},[1461,1462,1463],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月29日の米国株はダウ▲131ドルと続落。米10年債利回りが5.29%と2007年来の高水準に達し、中東情勢の悪化も加わってナスダック100は▲1%超。今日は9月の最終取引日、CME先物はやや反発の兆し。",{},"\u002Freading\u002Farticles\u002F2026-09-30-us-rates-mideast-sept-end","2026-09-30T09:00:00+09:00",{"title":1417,"description":1464},"reading\u002Farticles\u002F2026-09-30-us-rates-mideast-sept-end",[164,73],"QObtAGoOeBUPqBEJm569-woZlZSesTJXbwhnWEXE0Us",{"id":1473,"title":1474,"author":6,"body":1475,"category":62,"dataDate":6,"date":1530,"description":1531,"extension":65,"image":6,"meta":1532,"navigation":67,"path":1533,"publishedAt":1534,"seo":1535,"stem":1536,"tags":1537,"type":6,"updated":6,"__hash__":1538},"articles\u002Freading\u002Farticles\u002F2026-09-29-september-food-price-hike.md","9月の食品値上げ4,923品目・今年最多、日経平均も396円安で続落",{"type":8,"value":1476,"toc":1525},[1477,1480,1482,1491,1506,1515,1517,1520,1522],[11,1478,1479],{},"9月は飲食料品の値上げが4,923品目に達し、2026年で最多・2023年以来3年ぶりの高水準となった。同日の日経平均株価は前日比396円35銭安の65,481円27銭と続落し、円安（157円台前半）やエネルギー高が重なる家計にとって厳しい1日の締めとなった。",[15,1481,17],{"id":17},[11,1483,1484,1485,1490],{},"帝国データバンクの調査によると、9月の飲食料品の値上げは",[22,1486,1489],{"href":1487,"rel":1488},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F84b5d9f014b50c9900bd55eeadc2b5b3f351702c",[26],"4,923品目で今年最多","、2023年以来3年ぶりの水準。調味料（1,959品目）・加工食品（1,848品目）が中心で、値上げ1回あたりの平均改定率は約11%となった。中東情勢に起因する原油・ナフサ高による包材費上昇、円安、人件費・物流費の上昇が複合的に押し上げている。",[11,1492,1493,1494,1499,1500,1505],{},"日本株市場では",[22,1495,1498],{"href":1496,"rel":1497},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL291HATZ20C26A9000000\u002F",[26],"日経平均が396円35銭安の65,481円27銭で大引け","となり続落。前場は一時1,100円超の下落場面もあった。9月末の配当落ちが指数の押し下げ要因となったほか、前日の米国市場での半導体株安も重なった。為替は",[22,1501,1504],{"href":1502,"rel":1503},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F769002",[26],"東京外国為替市場で1ドル157円台前半","と円安基調が続いている。",[11,1507,1508,1509,1514],{},"日本銀行は9月18日の会合で政策金利を",[22,1510,1513],{"href":1511,"rel":1512},"https:\u002F\u002Fkabucho.com\u002Farticles\u002Fboj-rate-hike-1-25-percent-2026-09-16",[26],"1.25%に引き上げた","（1995年以来31年ぶりの水準）。コアCPIは7月に前年同月比+1.8%と2026年最高水準を記録しており、エネルギー高騰とコストプッシュ型の物価上昇に対して金融引き締めを継続している。",[15,1516,45],{"id":45},[11,1518,1519],{},"値上げが食品全般に広がる9月末は、家計の食費が実感として膨らみやすい時期。円安（157円台）が続く限り輸入原材料コストの押し下げは期待しにくく、年末に向けてさらなる値上げ波が来る可能性も頭に入れておきたい。日銀の利上げ継続が円高方向に働くかどうかが、今後の輸入コストと物価圧力を左右する一つの焦点となる。",[15,1521,51],{"id":51},[11,1523,1524],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の価格変動を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1526},[1527,1528,1529],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-29","9月は食品値上げが4,923品目で今年最多・3年ぶりの規模。日経平均は396円安と続落し、円安（157円台）・エネルギー高が食卓と家計を同時に圧迫している。",{},"\u002Freading\u002Farticles\u002F2026-09-29-september-food-price-hike","2026-09-29T20:00:00+09:00",{"title":1474,"description":1531},"reading\u002Farticles\u002F2026-09-29-september-food-price-hike",[236,73],"ILztz7ApiyIMiGmYCLTqM6JCJ0gaK6W9lckX-ftQ9wM",{"id":1540,"title":1541,"author":6,"body":1542,"category":62,"dataDate":6,"date":1530,"description":1597,"extension":65,"image":6,"meta":1598,"navigation":67,"path":1599,"publishedAt":1600,"seo":1601,"stem":1602,"tags":1603,"type":6,"updated":6,"__hash__":1604},"articles\u002Freading\u002Farticles\u002F2026-09-29-nikkei-ex-dividend-morning-drop.md","日経平均が前場570円超安、権利落ちと米株安が重なる",{"type":8,"value":1543,"toc":1592},[1544,1547,1549,1564,1579,1582,1584,1587,1589],[11,1545,1546],{},"9月29日の東京株式市場（前場）は、9月末配当の権利落ちと米国株安が重なり、日経平均株価が大幅続落した。",[15,1548,17],{"id":17},[11,1550,1551,1552,1557,1558,1563],{},"29日前場の日経平均株価は",[22,1553,1556],{"href":1554,"rel":1555},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fmn_1036306_202609291157\u002F",[26],"前日比570円62銭安の65,307円00銭","で引けた。寄り付きは300円程度の下落から始まったが、その後さらに売り込まれ",[22,1559,1562],{"href":1560,"rel":1561},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F768946",[26],"一時下げ幅800円超を記録","。65,000円の節目に接近したところで下げ止まり、65,300円台まで戻して前場を終えた。",[11,1565,1566,1567,1570,1571,1574,1575,42],{},"主な下落要因は2つ。ひとつは",[33,1568,1569],{},"9月末配当の権利落ち","で、多くの銘柄が配当相当額を剥落する形で下落して始まった。もうひとつは",[33,1572,1573],{},"前日の米国株安","で、反転の手がかりに乏しい地合いが続いた。業種別では石油・石炭製品、証券・商品先物取引業、鉱業などの下落幅が大きく、マイナス寄与上位にはソフトバンクグループやアドバンテストが並んだ（",[22,1576,983],{"href":1577,"rel":1578},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F768960",[26],[11,1580,1581],{},"為替は1ドル＝157円台で推移しており、円安傾向が続いている。",[15,1583,45],{"id":45},[11,1585,1586],{},"権利落ちによる株価下落は3月・9月末に毎年繰り返される季節的なイベントで、配当を受け取る投資家には配当相当額が価格から剥落する形となる。今回は米株安が重なって下げ幅が膨らんだが、65,000円という節目での底堅さも確認された形だ。1ドル157円台の円安が続く局面では、外貨建て資産（米国株・全世界株型の投信など）の円換算評価額には押し上げ効果が残る一方、輸入物価を通じた家計負担の高止まりにも引き続き注意が必要な局面だ。",[15,1588,51],{"id":51},[11,1590,1591],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や相場を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1593},[1594,1595,1596],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月29日前場の日経平均は570円超下落し65,307円で引け。9月末配当の権利落ちに米国株安が重なり、一時800円超の下げ幅を記録した。",{},"\u002Freading\u002Farticles\u002F2026-09-29-nikkei-ex-dividend-morning-drop","2026-09-29T13:00:00+09:00",{"title":1541,"description":1597},"reading\u002Farticles\u002F2026-09-29-nikkei-ex-dividend-morning-drop",[73],"GqSz-cqb5SKMdU8pCDIXylyb-teHZDTpYJ1FW_PYPn4",{"id":1606,"title":1607,"author":6,"body":1608,"category":62,"dataDate":6,"date":1530,"description":1662,"extension":65,"image":6,"meta":1663,"navigation":67,"path":1664,"publishedAt":1665,"seo":1666,"stem":1667,"tags":1668,"type":6,"updated":6,"__hash__":1669},"articles\u002Freading\u002Farticles\u002F2026-09-29-us-yields-5pct-yen-157.md","米10年金利が5.2%台に上昇、ドル円157円前後で推移―米株は反落（9月29日 朝）",{"type":8,"value":1609,"toc":1657},[1610,1613,1615,1624,1632,1647,1649,1652,1654],[11,1611,1612],{},"先週末（9月28日）の米国市場は反落。長期金利が2007年以来の高水準に達し、株式相場の重しとなった。ドル円は今朝も157円台で推移しており、円安圧力が続いている。",[15,1614,17],{"id":17},[11,1616,1617,1618,1623],{},"米国株式市場は9月28日（金）に下落した。",[22,1619,1622],{"href":1620,"rel":1621},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1694514",[26],"財経新聞・Fiscoの市場サマリー","によると、NYダウは347.11ドル安の51,481.51ドル、ナスダックは248.34ポイント安の26,820.38で引けた。前日（9月25日）に連騰していた反動もあり、長期金利の上昇に対する警戒が売りを誘った。",[11,1625,1626,1631],{},[22,1627,1630],{"href":1628,"rel":1629},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380093",[26],"みんかぶ FXのデータ","によると、ニューヨーク市場のオープン時点で米10年債利回りは5.217%に上昇して始まり、その後も5.2%台で推移した。原油価格の上昇がインフレ懸念を再燃させ、FRBの利下げ期待が後退したことが背景にある。",[11,1633,1634,1635,1640,1641,1646],{},"ドル円は今朝（29日）も157円台前半で推移。",[22,1636,1639],{"href":1637,"rel":1638},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_29_usdjpy\u002F",[26],"OANDAの市場レポート","によると、三村財務官が円の過小評価に日米で認識を共有していると発言したことで一時156.50円前後まで円高が進む場面もあったが、米金利上昇を受けて157円台を回復している。",[22,1642,1645],{"href":1643,"rel":1644},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F29\u002F071137",[26],"外為どっとコムの分析","では、米10月・12月の連続利上げを50%以上織り込む動きも出ており、本日も米金利と口先介入の綱引きが続く見通しとされる。",[15,1648,45],{"id":45},[11,1650,1651],{},"米10年債利回りの5.2%台は、NISA口座で米国債や米国株を保有する個人投資家にとって複合的な影響がある。金利上昇は債券価格の下落要因となる一方、高金利が続けばドル建て資産の利回り面では魅力が増すという側面もある。ただし円安（157円台）が進んでいる状況では、円換算での損益が為替変動に大きく左右されやすい点には注意が必要だ。",[15,1653,51],{"id":51},[11,1655,1656],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の金融商品の売買を推奨するものではなく、将来の市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1658},[1659,1660,1661],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"原油高を背景にした米長期金利の上昇が株価の重しに。ドル円は157円台で推移し、財務官の口先介入も効果は限定的。日本の投資家が今日確認すべき動きを整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-29-us-yields-5pct-yen-157","2026-09-29T09:00:00+09:00",{"title":1607,"description":1662},"reading\u002Farticles\u002F2026-09-29-us-yields-5pct-yen-157",[164,236],"n8j5EYAa_9PuBydPtTZoBnWeWsxbkkivgX1pW6JqhjQ",{"id":1671,"title":1672,"author":6,"body":1673,"category":62,"dataDate":6,"date":1766,"description":1767,"extension":65,"image":6,"meta":1768,"navigation":67,"path":1769,"publishedAt":1770,"seo":1771,"stem":1772,"tags":1773,"type":6,"updated":6,"__hash__":1774},"articles\u002Freading\u002Farticles\u002F2026-09-28-boj-rate-hike-yen-still-weak.md","日経平均486円安・円は157円台——日銀1.25%利上げ後も「円安継続」が示すもの",{"type":8,"value":1674,"toc":1761},[1675,1687,1689,1715,1721,1746,1748,1756,1758],[11,1676,1677,1678,1681,1682,42],{},"9月28日（月）の東京株式市場は利益確定売りと今週末の米雇用統計への警戒から幅広い銘柄が下落。日経平均株価は前週末比 ",[33,1679,1680],{},"486.58円安の65,877.62円"," で大引けを迎えました（",[22,1683,1686],{"href":1684,"rel":1685},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260928\u002F871466.html",[26],"財経新聞",[15,1688,17],{"id":17},[443,1690,1691,1697,1703],{},[446,1692,1693,1696],{},[33,1694,1695],{},"日経平均"," 65,877.62円（前週末比 −486.58円 \u002F −0.73%）",[446,1698,1699,1702],{},[33,1700,1701],{},"TOPIX"," 4,112.00pt（同 −16.59pt \u002F −0.40%）",[446,1704,1705,1708,1709,1714],{},[33,1706,1707],{},"ドル円"," 157円70銭近辺（",[22,1710,1713],{"href":1711,"rel":1712},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F768833",[26],"株式新聞","）",[11,1716,1717,1718,42],{},"下落の背景には、強含みの原油価格と長期金利の高止まり、日銀短観（9月調査）・米雇用統計を前にした持ち高整理が挙げられています（",[22,1719,1686],{"href":1684,"rel":1720},[26],[11,1722,1723,1724,1727,1728,1732,1733,1736,1737,1741,1742,1745],{},"日銀は9月18日の金融政策決定会合で政策金利を ",[33,1725,1726],{},"1.0%→1.25%"," に引き上げました（",[22,1729,315],{"href":1730,"rel":1731},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB182840Y6A910C2000000\u002F",[26],"）。1995年以来31年ぶりの水準です。利上げの背景には企業物価の ",[33,1734,1735],{},"+7.6%（3か月連続7%超）"," という高止まりがあり、川上の価格圧力を早めに抑える「予防的利上げ」の色合いが強い（",[22,1738,1740],{"href":1511,"rel":1739},[26],"株帳","）。一方、コアCPI（生鮮食品除く消費者物価）は ",[33,1743,1744],{},"+1.8%"," と2%未満にとどまっており、企業段階の価格上昇がまだ消費者段階に十分転嫁されていないことを示しています。",[15,1747,45],{"id":45},[11,1749,1750,1751,1755],{},"政策金利が1.25%まで上昇してもドル円は157円台と円安水準が続いており、輸入コストの押し上げ圧力はなお家計に残っています。変動金利の住宅ローンへの影響は数か月のタイムラグがあり、実際の返済額増は年末〜2027年初にかけて顕在化する見通しとされています（",[22,1752,1754],{"href":511,"rel":1753},[26],"モゲチェック","）。川上（企業物価）の価格上昇が川下（消費者物価）に転嫁されるタイミングが、今後の物価動向を見るうえでの注目点になりそうです。",[15,1757,51],{"id":51},[11,1759,1760],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の相場・金利・物価動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1762},[1763,1764,1765],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-28","9月28日の日経平均は前週末比486円安の65,877円で大引け。日銀が今月1.25%に利上げしたにもかかわらず円は157円台に留まり、輸入物価上昇が家計に波及し続けるリスクが続いている。",{},"\u002Freading\u002Farticles\u002F2026-09-28-boj-rate-hike-yen-still-weak","2026-09-28T20:00:00+09:00",{"title":1672,"description":1767},"reading\u002Farticles\u002F2026-09-28-boj-rate-hike-yen-still-weak",[236,73],"9uoYyXk9ekHa-W5W_nqlPqJ6Po5-K8nBP2pikRSxL6o",{"id":1776,"title":1777,"author":6,"body":1778,"category":62,"dataDate":6,"date":1766,"description":1835,"extension":65,"image":6,"meta":1836,"navigation":67,"path":1837,"publishedAt":1838,"seo":1839,"stem":1840,"tags":1841,"type":6,"updated":6,"__hash__":1842},"articles\u002Freading\u002Farticles\u002F2026-09-28-nikkei-morning-dividend-rights-rates.md","日経平均が反落で前場引け──配当権利落ちと長期金利3%超が重荷に",{"type":8,"value":1779,"toc":1830},[1780,1783,1785,1799,1802,1808,1820,1822,1825,1827],[11,1781,1782],{},"9月28日（月）の東京株式市場は前週末の米国株高を引き継いで買い先行で始まったが、上値では売りが強まり、日経平均は前週末比30.67円安の66,333.53円で前場を引けた。",[15,1784,17],{"id":17},[11,1786,1787,1788,1793,1794,42],{},"前場は序盤に600円超の上昇で67,000円台を回復する場面もあったが、その後急失速。終値は小幅マイナスとなった（",[22,1789,1792],{"href":1790,"rel":1791},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026092801000588\u002F",[26],"OANDAマーケット","・",[22,1795,1798],{"href":1796,"rel":1797},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F496286",[26],"ZAI",[11,1800,1801],{},"売り材料として挙げられるのは主に2点だ。",[11,1803,1804,1807],{},[33,1805,1806],{},"①配当権利落ち",": 本日9月28日は3月期決算企業の中間配当を受け取る権利を得られる最終日（権利付き最終日）。権利確保を狙った買いが入る一方、明日以降は配当分の権利落ちで指数を押し下げる要因になるとの警戒感から、後場に向けて手じまい売りが出やすい状況だ。",[11,1809,1810,1813,1814,1819],{},[33,1811,1812],{},"②長期金利の3%超え",": 国内債券市場では10年物国債の利回りが3.085%まで上昇し、1990年代中盤以来の高水準近辺で推移している（",[22,1815,1818],{"href":1816,"rel":1817},"https:\u002F\u002Fichizenholdings.co.jp\u002Fmedia\u002Fnews\u002Fjgb-yield-3-percent-2026\u002F",[26],"ICHIZEN CAPITAL記事","）。株式の相対的な魅力が低下し、PER（株価収益率）の高いグロース株に特に売り圧力がかかりやすい。",[15,1821,45],{"id":45},[11,1823,1824],{},"配当権利落ちは年1〜2回のイベントであり、明日以降の指数計算上の下落は「権利落ち分」に相当するため、実態の下落とは区別して見る必要がある。長期金利の上昇は、日銀の利上げ観測が市場に残っていることを示唆しており、住宅ローン（変動型）や預金金利に影響が波及するかどうか、引き続き注目したい。",[15,1826,51],{"id":51},[11,1828,1829],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1831},[1832,1833,1834],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月28日（月）前場は、米株高を受けて3桁上昇で始まったが、配当権利確定の最終日・長期金利3%超が売り材料となり、小反落で引けた。",{},"\u002Freading\u002Farticles\u002F2026-09-28-nikkei-morning-dividend-rights-rates","2026-09-28T13:00:00+09:00",{"title":1777,"description":1835},"reading\u002Farticles\u002F2026-09-28-nikkei-morning-dividend-rights-rates",[73,236],"8gsLHmD4_3Qh42DpKygEwIw_Gdxgv9muaIQN5nHT2IE",{"id":1844,"title":1845,"author":6,"body":1846,"category":62,"dataDate":6,"date":1766,"description":1891,"extension":65,"image":6,"meta":1892,"navigation":67,"path":1893,"publishedAt":1894,"seo":1895,"stem":1896,"tags":1897,"type":6,"updated":6,"__hash__":1898},"articles\u002Freading\u002Farticles\u002F2026-09-28-us-stocks-rise-weak-yen-persists.md","前週末の米国株4日続伸、円は157円台のまま｜日銀1.25%利上げ後の家計への見立て",{"type":8,"value":1847,"toc":1886},[1848,1851,1853,1861,1869,1876,1878,1881,1883],[11,1849,1850],{},"9月25日（現地時間）の米国市場は株価が4日続伸し、ダウ平均は478ドル高の51,828ドルで週末の取引を終えた。一方、ドル・円は157円台の弱含みを維持しており、円安による輸入インフレ圧力はなお続いている。",[15,1852,17],{"id":17},[11,1854,1855,1856,42],{},"米国ではイランとの外交交渉の進展を受けて原油先物が下落し、長期金利も低下。金利敏感株を中心に買いが入り、ダウ平均は51,828.62ドル（前日比+478.64ドル）、ナスダックは27,068.72（+129.35）でそれぞれ4日続伸した（",[22,1857,1860],{"href":1858,"rel":1859},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260928\u002F871355.html",[26],"財経新聞、2026年9月28日",[11,1862,1863,1864,42],{},"為替はドル・円が157円27銭で引け、週を通じて157円台の高値圏に留まった。円安が継続する背景には、日銀の利上げペースに比べて米金利がまだ高い水準にあることに加え、日本企業の対外直接投資の拡大やデジタル赤字といった構造的な円売り圧力があると指摘されている（",[22,1865,1868],{"href":1866,"rel":1867},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F20\u002F180200",[26],"外為どっとコム、2026年8月",[11,1870,1871,1872,42],{},"日銀は9月17〜18日の金融政策決定会合で政策金利を1.0%から1.25%に引き上げた。1995年以来31年ぶりの水準で、前回の6月利上げから約3カ月ぶりの追加利上げとなる。7月の消費者物価指数（生鮮食品除く）は前年同月比+1.8%、生鮮食品は+7.0%と食料品インフレが続いている（",[22,1873,1875],{"href":1511,"rel":1874},[26],"株帳、2026年9月",[15,1877,45],{"id":45},[11,1879,1880],{},"米国株高は、NISAで米国株インデックスを保有する人にとってはプラス材料となる。ただし157円台の円安が続く状況では円換算の買い物コストは高止まりしやすく、食料品の値上がり圧力も簡単には和らぎにくい。日銀の1.25%への利上げで変動金利型住宅ローンは緩やかな上昇局面にあり、住宅ローンを抱える家庭は今後の返済額の変化も確認しておきたい局面だ。",[15,1882,51],{"id":51},[11,1884,1885],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場や金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1887},[1888,1889,1890],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月25日の米国市場はダウ・ナスダックが4日続伸。円は157円台の弱含みが続き、輸入物価への圧力はなお残る。日銀が1.25%に利上げした後、家計目線での影響をまとめた。",{},"\u002Freading\u002Farticles\u002F2026-09-28-us-stocks-rise-weak-yen-persists","2026-09-28T09:00:00+09:00",{"title":1845,"description":1891},"reading\u002Farticles\u002F2026-09-28-us-stocks-rise-weak-yen-persists",[164,236],"-g5ehprw5gJ4hGvZXUEyy68fSjQ0LKX2ASkI99JcSAA",{"id":1900,"title":1901,"author":6,"body":1902,"category":62,"dataDate":6,"date":1962,"description":1963,"extension":65,"image":6,"meta":1964,"navigation":67,"path":1965,"publishedAt":1966,"seo":1967,"stem":1968,"tags":1969,"type":6,"updated":6,"__hash__":1970},"articles\u002Freading\u002Farticles\u002F2026-09-27-boj-rate-hike-1-25-percent.md","日銀、政策金利を1.25%に引き上げ — 週末の日経平均・円相場と家計への影響",{"type":8,"value":1903,"toc":1957},[1904,1907,1909,1918,1931,1947,1949,1952,1954],[11,1905,1906],{},"日本銀行は9月18日の金融政策決定会合で政策金利を1.00%から**1.25%**に引き上げることを決定し、9月24日から発効した。利上げ後初の週末となった9月25日（金）、日経平均株価は6万6,364円で引けた。",[15,1908,17],{"id":17},[11,1910,1911,1912,1917],{},"日銀は「2%の物価目標に向けた進展が続いており、緩和の度合いを調整する」と説明し政策金利を1.25%に引き上げた（",[22,1913,1916],{"href":1914,"rel":1915},"https:\u002F\u002Fwww.boj.or.jp\u002Fen\u002Fmopo\u002Fmpmdeci\u002Fmpr_2026\u002Fk260918a.pdf",[26],"日銀発表","）。市場はほぼ織り込み済みとされ、ブルームバーグ調査の52人のエコノミスト全員が今回の利上げを予想していた。",[11,1919,1920,1921,1924,1925,1930],{},"週末9月25日の国内市場は、利上げ発効後にも関わらず前日比+850円（+1.30%）高の",[33,1922,1923],{},"66,364円","で取引を終えた（",[22,1926,1929],{"href":1927,"rel":1928},"https:\u002F\u002Fwww.tradingkey.com\u002Fanalysis\u002Fstocks\u002Fmore\u002F262184314-japan-south-korea-stocks-kospi-nikkei-softbank-kioxia-tradingkey",[26],"TradingKey","）。同日の米国市場もS&P 500が+0.51%、ダウ工業株30種が+0.93%と堅調だった。",[11,1932,1933,1934,1937,1938,1942,1943,42],{},"ドル円相場は同日、",[33,1935,1936],{},"1ドル=157円台前半","付近で推移（",[22,1939,41],{"href":1940,"rel":1941},"https:\u002F\u002Ftradingeconomics.com\u002Fjapan\u002Fcurrency",[26],"）。円安傾向は続いており、輸入物価の下押し効果は限定的な状況だ。直近の8月消費者物価指数（コアCPI）は前年比+1.7%と4か月ぶりに鈍化し、7か月連続で日銀目標の2%を下回っている（",[22,1944,41],{"href":1945,"rel":1946},"https:\u002F\u002Ftradingeconomics.com\u002Fjapan\u002Finflation-cpi",[26],[15,1948,45],{"id":45},[11,1950,1951],{},"政策金利の1.25%への引き上げは、変動型住宅ローンを抱える家計への利払い増加につながる可能性がある。一方、銀行預金の利率には上昇圧力がかかる方向で、資金の置き場を見直す契機になるかもしれない。市場が今回の利上げを「既定路線」として消化し株価が回復した点は、過去の利上げ局面と対照的であり、短期的な動揺は限られている印象だ。",[15,1953,51],{"id":51},[11,1955,1956],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄や金融商品の購入・売却を推奨するものではなく、将来の相場や金利水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":1958},[1959,1960,1961],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-27","日銀が9月18日に政策金利を1.00%→1.25%に引き上げ（9月24日発効）。発効後の日経平均は週末に66,364円へ回復し、ドル円は157円台で推移。住宅ローンや預金金利への波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-27-boj-rate-hike-1-25-percent","2026-09-27T20:00:00+09:00",{"title":1901,"description":1963},"reading\u002Farticles\u002F2026-09-27-boj-rate-hike-1-25-percent",[73,236],"kMb7c5GfFjo2HejDOcUZsD2iOCj_Ze46AJIE38f9A7Y",{"id":1972,"title":1973,"author":6,"body":1974,"category":62,"dataDate":6,"date":1962,"description":2016,"extension":65,"image":6,"meta":2017,"navigation":67,"path":2018,"publishedAt":2019,"seo":2020,"stem":2021,"tags":2022,"type":6,"updated":6,"__hash__":2023},"articles\u002Freading\u002Farticles\u002F2026-09-27-boj-rate-1-25-household.md","日銀が金利1.25%へ引き上げ――企業物価と消費者物価の「ねじれ」、家計への波及はこれから",{"type":8,"value":1975,"toc":2011},[1976,1979,1981,1988,1995,2001,2003,2006,2008],[11,1977,1978],{},"日銀は9月17〜18日の金融政策決定会合で政策金利を0.25ポイント引き上げ、年1.25%とした。6月会合から3カ月ぶりの追加利上げで、この水準は1995年以来31年ぶりとなる。",[15,1980,17],{"id":17},[11,1982,1983,1984,42],{},"日銀は今回の利上げを「原油高や円安に起因する物価の上振れリスクを先行して抑制するための予防的措置」と位置づけた（",[22,1985,315],{"href":1986,"rel":1987},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB10B710Q6A910C2000000\u002F",[26],[11,1989,1990,1991,1994],{},"背景には二つの物価指標の乖離がある。8月の企業物価指数（CGPI）は前年同月比+7.6%と3カ月連続で7%台が続く一方、7月のコアCPI（生鮮食品を除く消費者物価）は+1.8%にとどまり、日銀の目標値2%にまだ届いていない（",[22,1992,1740],{"href":1511,"rel":1993},[26],"）。企業が抱える輸入コストや資材費の上昇が、小売価格にまだ十分転嫁されていない状況が続いている。",[11,1996,1997,1998,42],{},"住宅ローンへの影響では、変動金利型を扱う金融機関が基準金利の引き上げを相次いで発表しており、残高の大きい世帯ほど毎月の返済額が増える方向になっている（",[22,1999,1754],{"href":438,"rel":2000},[26],[15,2002,45],{"id":45},[11,2004,2005],{},"川上（企業物価）が7%台で3カ月走りながら川下（消費者物価）がまだ2%に届いていないとすれば、今後の価格転嫁は続く可能性がある。金利上昇とインフレが同時並行で家計を圧迫するフェーズに入ってきたとも読める。変動型住宅ローンを抱える世帯は、返済余力や固定金利への借り換えコストを今のうちに確認しておく機会かもしれない。",[15,2007,51],{"id":51},[11,2009,2010],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金融商品の売買や返済戦略の変更を推奨するものではなく、将来の金利・物価の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2012},[2013,2014,2015],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月18日に政策金利を1.25%（1995年以来31年ぶり）に引き上げ。企業物価+7.6%に対しコアCPIはなお+1.8%というねじれが続き、家庭への物価転嫁はこれからが本番になる可能性がある。",{},"\u002Freading\u002Farticles\u002F2026-09-27-boj-rate-1-25-household","2026-09-27T13:00:00+09:00",{"title":1973,"description":2016},"reading\u002Farticles\u002F2026-09-27-boj-rate-1-25-household",[236,73],"kctosciAt4-saA10os3ZOA6uiwD-kphkuN6KapGlAgs",{"id":2025,"title":2026,"author":6,"body":2027,"category":62,"dataDate":6,"date":1962,"description":2081,"extension":65,"image":6,"meta":2082,"navigation":67,"path":2083,"publishedAt":2084,"seo":2085,"stem":2086,"tags":2087,"type":6,"updated":6,"__hash__":2088},"articles\u002Freading\u002Farticles\u002F2026-09-27-us-stocks-rebound-yen-weak.md","前夜の米株4日ぶり反発も、円安157円台続く——今週の日本市場を読む",{"type":8,"value":2028,"toc":2076},[2029,2032,2034,2046,2049,2066,2068,2071,2073],[11,2030,2031],{},"9月25日（現地時間）のニューヨーク市場では米株式が4日ぶりに反発し、週末の取引を終えました。一方で為替はドル円が157円台で推移しており、円安圧力は続いています。",[15,2033,17],{"id":17},[11,2035,2036,2037,374,2042,42],{},"NY株式市場の9月25日（現地時間）終値は、ダウ工業株30種平均が**5万1,828ドル62セント（前日比+478ドル64セント、+0.93%）**で4日ぶりに反発。S&P500は7,743ポイント台（+0.51%）、ナスダック総合は2万7,068ポイント台（+0.48%）と主要3指数がそろって上昇しました（",[22,2038,2041],{"href":2039,"rel":2040},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F380004",[26],"みんかぶ・米国株概況",[22,2043,1686],{"href":2044,"rel":2045},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260926\u002F871287.html",[26],[11,2047,2048],{},"反発のきっかけは、このところ続いていた原油先物の上昇と米長期金利の高止まりが「一服」したことです。ただし、同日公表されたミシガン大学消費者信頼感指数（確報値）でインフレ期待の高止まりが確認され、上値は限定的でした。",[11,2050,2051,2052,2055,2056,2061,2062,2065],{},"為替では、ドル円が9月25日に",[33,2053,2054],{},"157円27銭前後","で推移しました（",[22,2057,2060],{"href":2058,"rel":2059},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260926\u002F871304.html",[26],"財経新聞・為替週間見通し","）。9月18日の日銀金融政策決定会合では政策金利が",[33,2063,2064],{},"1.25%へ0.25%引き上げ","られましたが、審議委員2名が反対票を投じたことで「次の利上げは遠い」と解釈され、円安方向の圧力が続いています。",[15,2067,45],{"id":45},[11,2069,2070],{},"米株の反発は、インフレ期待が高止まりしたまま金利上昇が「少し落ち着いた」だけとも読め、FRBの追加利上げ観測が消えたわけではありません。円安157円台が続く場合、輸入物価（エネルギー・食料品）を通じた値上がりが家計に及びやすく、秋冬の光熱費や食品価格の動向に引き続き注意が必要な局面です。",[15,2072,51],{"id":51},[11,2074,2075],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買や特定の資産運用を推奨するものではなく、将来の市場動向を保証しません。最終的な判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":2077},[2078,2079,2080],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月25日のNY市場でダウが4日ぶりに反発。ただし米インフレ期待の高止まりと円安157円台が続いており、輸入物価上昇が家計に響く展開が続きそう。",{},"\u002Freading\u002Farticles\u002F2026-09-27-us-stocks-rebound-yen-weak","2026-09-27T09:00:00+09:00",{"title":2026,"description":2081},"reading\u002Farticles\u002F2026-09-27-us-stocks-rebound-yen-weak",[164,236],"UAWW0toXikvXRKXyUm2l4COffXnMKtfFhcjT9cK7qvY",{"id":2090,"title":2091,"author":6,"body":2092,"category":62,"dataDate":6,"date":2148,"description":2149,"extension":65,"image":6,"meta":2150,"navigation":67,"path":2151,"publishedAt":2152,"seo":2153,"stem":2154,"tags":2155,"type":6,"updated":6,"__hash__":2156},"articles\u002Freading\u002Farticles\u002F2026-09-26-nikkei-66000-bank-stocks-jgb-yield-close.md","日経平均、シルバーウィーク明け3日で66,000台回復——長期金利上昇が来週の焦点に",{"type":8,"value":2093,"toc":2143},[2094,2097,2099,2133,2135,2138,2140],[11,2095,2096],{},"シルバーウィーク（9月21〜23日の3連休）明けに3営業日だけで動いた今週の東京株式市場は、9月18日の日銀追加利上げ（政策金利1.25%）を消化しながら、26日（金）の日経平均が前日比405円高の66,262円で引けた。今週の上昇分は週間で約1,243円（+1.9%）に達した計算になる。",[15,2098,17],{"id":17},[443,2100,2101,2111,2123],{},[446,2102,2103,2106,2107,42],{},[33,2104,2105],{},"銀行株が相場をけん引",": 日銀が政策金利を1.25%に引き上げたこと（1995年以来31年ぶりの高水準）を受け、金利上昇の恩恵を受けやすい銀行・金融株に買いが集まった。日経平均は9月25日（木）に66,000台に乗せ、26日もその水準を維持して週間を締めた（",[22,2108,1686],{"href":2109,"rel":2110},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260926\u002F871296.html",[26],[446,2112,2113,2116,2117,2122],{},[33,2114,2115],{},"夜間先物は66,470円",": 26日夜間の日経225先物は170円高の66,470円で終了し（",[22,2118,2121],{"href":2119,"rel":2120},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202609260051",[26],"株探ニュース","）、週末にかけて下値を切り上げる基調が続いている。",[446,2124,2125,2128,2129,2132],{},[33,2126,2127],{},"来週の焦点：長期金利とAI株",": 市場では来週の注目材料として、10年国債利回りなど長期金利の動向と、AI・半導体関連銘柄の行方が挙げられている（",[22,2130,1686],{"href":2109,"rel":2131},[26],"）。政策金利の引き上げが続くなか、長期金利も上昇傾向にあり、固定型住宅ローンや個人向け国債の利回りに波及しやすくなっている。",[15,2134,45],{"id":45},[11,2136,2137],{},"長期金利の上昇は、固定型住宅ローンや今後の新発国債（個人向け国債など）の利率を押し上げる傾向があります。預金金利と合わせて、手元資金の置き方を見直すタイミングが来ている可能性があります。",[15,2139,51],{"id":51},[11,2141,2142],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の株価・金利・為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2144},[2145,2146,2147],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-26","シルバーウィーク明けの3営業日で日経平均は66,000台に乗せ、銀行株が上昇をけん引した週でした。来週は長期金利（10年国債利回り）の動向とAI株の行方が焦点と見られています。",{},"\u002Freading\u002Farticles\u002F2026-09-26-nikkei-66000-bank-stocks-jgb-yield-close","2026-09-26T20:00:00+09:00",{"title":2091,"description":2149},"reading\u002Farticles\u002F2026-09-26-nikkei-66000-bank-stocks-jgb-yield-close",[73,236],"FuFnKjGN8CEE-ajX0T49lsD0L40OhWRH3N2AJFrVy0w",{"id":2158,"title":2159,"author":6,"body":2160,"category":62,"dataDate":6,"date":2148,"description":2205,"extension":65,"image":6,"meta":2206,"navigation":67,"path":2207,"publishedAt":2208,"seo":2209,"stem":2210,"tags":2211,"type":6,"updated":6,"__hash__":2212},"articles\u002Freading\u002Farticles\u002F2026-09-26-boj-rate-hike-yen-stays-weak.md","日銀が政策金利1.25%に引き上げ——31年ぶり水準でも円安が続くのはなぜか",{"type":8,"value":2161,"toc":2200},[2162,2165,2167,2174,2182,2190,2192,2195,2197],[11,2163,2164],{},"日本銀行は9月18日の金融政策決定会合で政策金利を0.25%引き上げ、年1.25%とする決定を賛成7・反対2で可決した。適用は9月24日からで、1995年以来31年ぶりの高水準となる。ところが、26日朝7時時点のドル円は1ドル＝157円27〜28銭（前日比＋0.82銭の円安方向）と、利上げ後も円高方向への転換は限定的だ。",[15,2166,17],{"id":17},[11,2168,2169,2170,42],{},"日銀は今回の利上げを「原油高や円安に起因する物価の上振れリスクの抑制」を狙いとする予防的な措置と位置づけた（",[22,2171,2173],{"href":1986,"rel":2172},[26],"日本経済新聞、2026年9月",[11,2175,2176,2177,2181],{},"物価データには注目すべきねじれがある。",[22,2178,2180],{"href":1511,"rel":2179},[26],"株帳・日銀利上げ詳報","によると、8月の企業物価指数は前年比＋7.6%（3ヵ月連続で7%超）と川上の価格圧力は高い一方、7月のコアCPI（生鮮食品除く）は同＋1.8%と日銀の2%目標を下回ったままだ。企業が仕入れコストをまだ最終価格に転嫁しきれていないことを示唆する。",[11,2183,2184,2185,42],{},"為替市場では、利上げ観測が强まった8月末〜9月初旬に円が159円台から152円台に戻したが、その後は再び円安方向に反転。9月26日朝の157円台は、市場が「1.25%でも日米の金利差は依然大きい」と判断していることを反映している（",[22,2186,2189],{"href":2187,"rel":2188},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026092602000005\u002F",[26],"OANDA、2026年9月26日の相場",[15,2191,45],{"id":45},[11,2193,2194],{},"企業物価と消費者物価のねじれが埋まるとすれば、今後の値上げ（家計負担増）で川下に転嫁されるシナリオが考えられる。金利が上がっても円安・輸入コスト高が続く局面では、食品や電気代など生活必需品の物価が高止まりする可能性がある。一方で、政策金利が1.25%に上がったことで銀行の普通預金・定期預金の利上げ動向も注目され始めている。手元の余剰資金をどう置くかを見直すきっかけにもなりうる。",[15,2196,51],{"id":51},[11,2198,2199],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の金融商品の購入・売却を推奨するものではなく、将来の為替レートや物価水準を予測・保証するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2201},[2202,2203,2204],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月18日に政策金利を1.25%へ引き上げ（1995年以来最高水準）。それでも26日朝のドル円は157円台と円安が継続。企業物価+7.6%とコアCPI+1.8%のねじれが示す、家計への転嫁リスクを読む。",{},"\u002Freading\u002Farticles\u002F2026-09-26-boj-rate-hike-yen-stays-weak","2026-09-26T13:00:00+09:00",{"title":2159,"description":2205},"reading\u002Farticles\u002F2026-09-26-boj-rate-hike-yen-stays-weak",[236,73],"qXApHBOBVhd95-oCnSeavibroP-EzoKx4eTsIg_FXc4",{"id":2214,"title":2215,"author":6,"body":2216,"category":62,"dataDate":6,"date":2148,"description":2266,"extension":65,"image":6,"meta":2267,"navigation":67,"path":2268,"publishedAt":2269,"seo":2270,"stem":2271,"tags":2272,"type":6,"updated":6,"__hash__":2273},"articles\u002Freading\u002Farticles\u002F2026-09-26-dollar-yen-intervention-warning.md","円安・介入警戒続く──片山財務相がベッセント氏と「円の過小評価は問題」と再確認",{"type":8,"value":2217,"toc":2261},[2218,2221,2223,2231,2239,2251,2253,2256,2258],[11,2219,2220],{},"9月25日（現地時間）のニューヨーク外国為替市場で、ドル・円は157円77銭から156円94銭まで下落して引けた。片山さつき財務相がベッセント米財務長官とオンライン協議を行い、「円の過小評価は問題」と再確認したと伝わると、市場では為替介入への警戒感が広がり、円を買い戻す動きが優勢となった。",[15,2222,17],{"id":17},[11,2224,2225,2226,2230],{},"9月25日夜（日本時間）、片山財務相はベッセント米財務長官と約20分のオンライン会談を実施した。片山氏は「日米首脳会談でも議論があった円の過小評価は問題であるという点を再確認した」と述べ、市場の一部に「誤解があった」とも指摘した（",[22,2227,315],{"href":2228,"rel":2229},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA25AXU0V20C26A9000000\u002F",[26],"）。ベッセント長官もX（旧Twitter）で「堅調な日本経済のファンダメンタルズを反映した円高が望ましく、為替市場に関する緊密なコミュニケーションの維持が重要だ」と表明した。",[11,2232,2233,2234,42],{},"今回の会談は、7月末に実施された日米協調の円買い介入（28年ぶり）の意図が市場に十分伝わっていないとの認識に基づくものとみられる（",[22,2235,2238],{"href":2236,"rel":2237},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260803_2.html",[26],"野村総研コラム",[11,2240,2241,2242,374,2247,42],{},"円安の構造的な背景には、米国の高金利がある。FRBは9月FOMCで0.25%の利上げを決定し、政策金利（FF金利）を3.75〜4.0%に引き上げた。年内にさらに1回の追加利上げを見込む当局者が多数を占め、ドル高圧力は当面続く可能性がある（",[22,2243,2246],{"href":2244,"rel":2245},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-09-16\u002FTLGY5NKJH6V500",[26],"Bloomberg",[22,2248,2238],{"href":2249,"rel":2250},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260917.html",[26],[15,2252,45],{"id":45},[11,2254,2255],{},"円安が続く局面では、食料・エネルギーなど輸入コストが高止まりしやすく、家計の物価高圧力は緩みにくい。一方、財務相発言が介入警戒として市場に作用している間は急激な円高転換のリスクもある。NISAで海外資産を保有している場合、ドル建て資産の円換算評価が振れやすい点は念頭に置いておきたい。",[15,2257,51],{"id":51},[11,2259,2260],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・通貨の売買を推奨するものではなく、将来の為替・株価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2262},[2263,2264,2265],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月25日の日米財務相会談で「円の過小評価は問題」と改めて確認。ドル円は156円台後半で引け。FRBの高金利継続も重なり、輸入物価への影響が続く見通し。",{},"\u002Freading\u002Farticles\u002F2026-09-26-dollar-yen-intervention-warning","2026-09-26T09:00:00+09:00",{"title":2215,"description":2266},"reading\u002Farticles\u002F2026-09-26-dollar-yen-intervention-warning",[236,73],"EAIkzzYU2wuQ7l3y60ypzdFVgnpE1j7Yck_vBoJWrNU",{"id":2275,"title":2276,"author":6,"body":2277,"category":62,"dataDate":6,"date":2351,"description":2352,"extension":65,"image":6,"meta":2353,"navigation":67,"path":2354,"publishedAt":2355,"seo":2356,"stem":2357,"tags":2358,"type":6,"updated":6,"__hash__":2359},"articles\u002Freading\u002Farticles\u002F2026-09-25-nikkei-66364-dividend-ai-close.md","日経平均5日続伸・66,364円で引け｜配当権利取りと半導体株が押し上げ",{"type":8,"value":2278,"toc":2346},[2279,2282,2284,2293,2304,2315,2321,2336,2338,2341,2343],[11,2280,2281],{},"9月25日の東京株式市場は終日堅調に推移し、日経平均株価は5日続伸で引けた。午前中は米国の追加利上げ観測やドル円の159円台接触で緊張感もあったが、午後は配当権利取り買いと半導体株への資金流入が相場を支えた。",[15,2283,17],{"id":17},[11,2285,2286,2287,2292],{},"大引けで日経平均は前日比850円21銭（+1.30%）高の",[22,2288,2291],{"href":2289,"rel":2290},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL254TJ0V20C26A9000000\u002F",[26],"6万6364円20銭","となり、5日続伸した。上昇を支えた主な要因は3つだ。",[11,2294,2295,2298,2299,42],{},[33,2296,2297],{},"AI・半導体関連株の買い。"," 東京エレクトロンやアドバンテストなど半導体装置メーカーへの資金流入が続き、指数を押し上げた（",[22,2300,2303],{"href":2301,"rel":2302},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202609251042",[26],"株探ニュース、2026年9月25日",[11,2305,2306,2309,2310,42],{},[33,2307,2308],{},"9月末の中間配当権利取り買い。"," 3月・9月決算の国内企業は9月末が中間配当の権利確定日にあたるため、配当を受け取る権利を得るための買いが幅広い銘柄に流入した（",[22,2311,2314],{"href":2312,"rel":2313},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL254TF0V20C26A9000000\u002F",[26],"日本経済新聞、2026年9月25日",[11,2316,2317,2320],{},[33,2318,2319],{},"銀行株の上昇。"," 日米ともに長期金利が高止まりしており、利ざや拡大への期待から大手行・地銀が買われた（同上）。",[11,2322,2323,2324,2329,2330,2335],{},"為替面では、ドル円は終日158〜159円台で推移した。午前中は米9月PMIの好調を受け一時",[22,2325,2328],{"href":2326,"rel":2327},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F379879",[26],"159円台に乗せる場面","もあったが、",[22,2331,2334],{"href":2332,"rel":2333},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F379925",[26],"財務相の「日米首脳会談で円安懸念が示された」との発言","を受けて158円台前半まで押し戻された。",[15,2337,45],{"id":45},[11,2339,2340],{},"9月末は「配当権利取り」から「権利落ち」への転換点でもある。権利確定後は配当分が株価に織り込まれていた買い圧力が抜けやすく、来週以降は利益確定売りが出る可能性がある。NISA口座で国内株式ファンドや個別株を保有している人は短期の値動きに備えておきたい。また、ドル円が158〜159円台に定着している間は、食品・エネルギーの輸入コストの高止まりが続きやすい点に注意が必要だ。",[15,2342,51],{"id":51},[11,2344,2345],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2347},[2348,2349,2350],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-25","9月25日の日経平均は+850円の66,364円で5日続伸。9月末の中間配当権利取り・AI半導体・銀行株高が重なった。ドル円は158〜159円台が続き、輸入物価の高止まりに変化はない。",{},"\u002Freading\u002Farticles\u002F2026-09-25-nikkei-66364-dividend-ai-close","2026-09-25T20:00:00+09:00",{"title":2276,"description":2352},"reading\u002Farticles\u002F2026-09-25-nikkei-66364-dividend-ai-close",[73,74],"JbxUYlnfKkmKNUP1w9y6fIXACHs7_KW4B5MyRKg6Sas",{"id":2361,"title":2362,"author":6,"body":2363,"category":62,"dataDate":6,"date":2351,"description":2404,"extension":65,"image":6,"meta":2405,"navigation":67,"path":2406,"publishedAt":2407,"seo":2408,"stem":2409,"tags":2410,"type":6,"updated":6,"__hash__":2411},"articles\u002Freading\u002Farticles\u002F2026-09-25-trump-yen-concern-morning.md","トランプ大統領が円安懸念を表明、前場のドル円は158円台前半に",{"type":8,"value":2364,"toc":2399},[2365,2368,2370,2378,2381,2389,2391,2394,2396],[11,2366,2367],{},"9月25日の東京外国為替市場の前場、ドル円は158.33円付近まで下落し、一時的に円高が進んだ。",[15,2369,17],{"id":17},[11,2371,2372,2373,2377],{},"片山財務相が「日米首脳会談でトランプ米大統領が円安に懸念を示した」と述べ、円買いが誘発された（",[22,2374,2376],{"href":2332,"rel":2375},[26],"みんかぶFX、2026年9月25日","）。前日の大型連休中にドル円は158円台半ばまで上昇していたが、この発言を受けて158.33円付近まで反落した。",[11,2379,2380],{},"また、イランの外相が米国との関係改善を提案したとの報道が伝わり、アジア時間の原油価格が下落。エネルギー輸入の多い日本では貿易収支悪化観測が和らいだことも、円買いを後押しした。",[11,2382,2383,2384,42],{},"前日の米国市場では、NYダウが3日続落（−0.31%、51,349.98ドル）。米10年債利回りが2007年6月以来の高水準まで上昇し、インフレ再燃への警戒感が強まっている（",[22,2385,2388],{"href":2386,"rel":2387},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_25_us30\u002F",[26],"OANDA Japan、2026年9月25日",[15,2390,45],{"id":45},[11,2392,2393],{},"トランプ大統領の一言が円相場を動かしたことで、「政治的な円安牽制」が為替市場に与える影響の大きさが改めて示された形だ。一方、米長期金利が高止まりしている間は円安圧力の根本的な解消にはなりにくく、輸入物価を通じた家計へのじわじわとした影響は引き続き注視したいところだ。",[15,2395,51],{"id":51},[11,2397,2398],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄や通貨の売買を推奨するものではなく、将来の為替や市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2400},[2401,2402,2403],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日米首脳会談でトランプ大統領が円安に懸念を示したと片山財務相が発言。9月25日の東京前場にドル円は158.33円付近まで下落し、円高が進んだ。",{},"\u002Freading\u002Farticles\u002F2026-09-25-trump-yen-concern-morning","2026-09-25T13:00:00+09:00",{"title":2362,"description":2404},"reading\u002Farticles\u002F2026-09-25-trump-yen-concern-morning",[236,73],"iYNDKwOY-wiI2Tp4s_7U7zcKMjBqmQNndkPh_4Vbo0s",{"id":2413,"title":2414,"author":6,"body":2415,"category":62,"dataDate":6,"date":2351,"description":2475,"extension":65,"image":6,"meta":2476,"navigation":67,"path":2477,"publishedAt":2478,"seo":2479,"stem":2480,"tags":2481,"type":6,"updated":6,"__hash__":2482},"articles\u002Freading\u002Farticles\u002F2026-09-25-us-pmi-rate-hike-fears.md","米PMI好調で追加利上げ観測が再燃、NYダウ352ドル安・ドル円159円台の意味",{"type":8,"value":2416,"toc":2470},[2417,2420,2422,2431,2446,2460,2462,2465,2467],[11,2418,2419],{},"9月24日（現地時間）の米国市場では、予想を大幅に上回るPMI（購買担当者景況指数）速報値をきっかけに「10月にもFRBが追加利上げするのでは」という観測が強まり、株安・ドル高・金利上昇が同時に進んだ。",[15,2421,17],{"id":17},[11,2423,2424,2425,2430],{},"S&Pグローバルが発表した",[22,2426,2429],{"href":2427,"rel":2428},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F496084",[26],"米9月製造業・サービス業PMI速報値","は、製造業が57.0（前月53.9、2022年来最高）、サービス業が58.7（前月56.5、2021年来最高）、総合では58.4（2021年7月以来の高水準）と、いずれも市場予想を大きく上回った。",[11,2432,2433,2434,2439,2440,2445],{},"景気の強さを示すこの数字を受け、",[22,2435,2438],{"href":2436,"rel":2437},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F496080",[26],"米2年債利回りは4.78%から4.85%へ急伸","し、2024年6月以来の高水準に。10月FOMCで0.25%追加利上げが行われる確率は、前日の約5割から",[22,2441,2444],{"href":2442,"rel":2443},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260924\u002F870932.html",[26],"約7割へ上昇した","（CMEのFedWatchツール）。",[11,2447,2448,2449,2454,2455,2459],{},"株式市場は金利上昇を嫌気し、",[22,2450,2453],{"href":2451,"rel":2452},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260924\u002F870923.html",[26],"NYダウは352.10ドル安の51,511.59ドル、ナスダックは308.24ポイント安の26,936.04で終了","した。ドル円はNY市場終値で158円37銭、東京市場では",[22,2456,2458],{"href":2326,"rel":2457},[26],"一時159円台に乗せ、200日移動平均線（158円台半ば）を上抜く","展開となっている。",[15,2461,45],{"id":45},[11,2463,2464],{},"利上げ観測の高まりは、NISA口座で米国株・米国債インデックスを保有している人にとっては「円建て評価額」に2方向で影響する。ドル高円安が進めば円換算リターンは上乗せされる一方、米国株自体が金利上昇で調整すれば価格下落の圧力も同時にかかる。また、円安が159〜160円を定着させると輸入物価の押し上げを通じて国内の食料・エネルギー価格が再び上がりやすくなる点にも注意が必要だ。",[15,2466,51],{"id":51},[11,2468,2469],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場・物価の動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2471},[2472,2473,2474],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米9月PMI速報値が2021年来の高水準を記録し、10月FOMC追加利上げ確率が7割へ急上昇。NYダウは352ドル安、ドル円は159円台に乗せており、日本のNISA投資家や物価に影響しそうな動きを整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-25-us-pmi-rate-hike-fears","2026-09-25T09:00:00+09:00",{"title":2414,"description":2475},"reading\u002Farticles\u002F2026-09-25-us-pmi-rate-hike-fears",[164,236],"sNifiSQB-2QTcTlHX5qE1Y9UaEZjvsPB2SGLnWhJEns",{"id":2484,"title":2485,"author":6,"body":2486,"category":62,"dataDate":6,"date":2551,"description":2552,"extension":65,"image":6,"meta":2553,"navigation":67,"path":2554,"publishedAt":2555,"seo":2556,"stem":2557,"tags":2558,"type":6,"updated":6,"__hash__":2559},"articles\u002Freading\u002Farticles\u002F2026-09-24-nikkei-close-65513-boj-yen-summary.md","日経平均65,513円で4日続伸、一時66,000円超えも後場は利益確定──9月24日の市場総括",{"type":8,"value":2487,"toc":2546},[2488,2491,2493,2498,2506,2514,2519,2528,2533,2536,2538,2541,2543],[11,2489,2490],{},"シルバーウィーク明け最初の取引日となった9月24日（木）、東京市場の日経平均株価は65,513円99銭（前営業日の9月18日比＋495円04銭、＋0.76%）で大引けし、4日続伸となった。前場では一時66,000円を突破したものの、後場に入ると利益確定売りが出て上値を削った。",[15,2492,17],{"id":17},[11,2494,2495],{},[33,2496,2497],{},"前場〜後場の値動き",[11,2499,2500,2501,42],{},"連休（9月19〜23日）中に米AI・半導体関連株が上昇した流れを受け、アドバンテスト・東京エレクトロン・イビデンなどを中心に買いが先行。前場終値は65,883円と一時は66,000円を突破した（出典：",[22,2502,2505],{"href":2503,"rel":2504},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL240L10U6A920C2000000\u002F",[26],"日本経済新聞、2026-09-24",[11,2507,2508,2509,2513],{},"後場は高値圏での達成感から利益確定売りが優勢となり、終値は65,513円に落ち着いた（出典：",[22,2510,2505],{"href":2511,"rel":2512},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL187MH0Y6A910C2000000\u002F",[26],"）。今週は明日9月25日（金）を残すのみの実質2営業日週で、連休明けに積み上がったポジションの調整が出やすい環境だった。",[11,2515,2516],{},[33,2517,2518],{},"ドル円158円台、日米金利差が縮まらない背景",[11,2520,2521,2522,2527],{},"ドル円は終日158円台で推移。日銀は9月18日の金融政策決定会合で政策金利を1.0%から**1.25%**に引き上げた（賛成7・反対2、1995年以来31年ぶりの水準）が（出典：",[22,2523,2526],{"href":2524,"rel":2525},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F18\u002Fjapan-raises-rates-30-year-high-yen-jgb.html",[26],"CNBC、2026-09-18","）、米10年債利回りが5%前後で高止まりしているため日米金利差は依然大きく、円安が続いている。",[11,2529,2530],{},[33,2531,2532],{},"来週は9月末の配当・優待権利確定週",[11,2534,2535],{},"9月決算企業の権利付き最終日（この日までに保有していれば配当・優待を得られる最後の取引日）は9月28日（月）。来週頭に向けて権利取り目的の買いが入りやすいタイミングでもあり、今週・来週の需給に影響する可能性がある。",[15,2537,45],{"id":45},[11,2539,2540],{},"前場の66,000円突破後に後場で落ち着いたのは短期的な調整の動きで、上昇基調自体は続いている。ただしドル円158円台の円安が続く中、輸入食品やエネルギーの価格上昇圧力は家計に引き続きかかっており、積立NISAなどで円建て評価額が増えた場合でも、生活コストの増加が同時進行している点は意識しておきたい。",[15,2542,51],{"id":51},[11,2544,2545],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場や経済動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2547},[2548,2549,2550],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-24","9月24日の東京市場は日経平均が65,513円（前営業日比＋495円）で引けた。前場で一時66,000円を突破したが後場は利益確定売りに押された。円安158円台と日銀利上げが続く中、9月末の配当・優待権利確定も来週に迫る。",{},"\u002Freading\u002Farticles\u002F2026-09-24-nikkei-close-65513-boj-yen-summary","2026-09-24T20:00:00+09:00",{"title":2485,"description":2552},"reading\u002Farticles\u002F2026-09-24-nikkei-close-65513-boj-yen-summary",[73,74],"n-jptLhNBDGAJDTwMBIxQMYWyoWT8D2Ksp8eJBaL3M8",{"id":2561,"title":2562,"author":6,"body":2563,"category":62,"dataDate":6,"date":2551,"description":2624,"extension":65,"image":6,"meta":2625,"navigation":67,"path":2626,"publishedAt":2627,"seo":2628,"stem":2629,"tags":2630,"type":6,"updated":6,"__hash__":2631},"articles\u002Freading\u002Farticles\u002F2026-09-24-nikkei-morning-surge-ai-semiconductor.md","AI・半導体株が前場をけん引、日経平均が一時66,000円超え──連休明けの東京市場",{"type":8,"value":2564,"toc":2619},[2565,2568,2570,2575,2584,2587,2592,2595,2600,2607,2609,2612,2615,2617],[11,2566,2567],{},"シルバーウィーク明けの9月24日（木）、東京前場の日経平均株価は前日比864円高の65,883円で引け、上げ幅が最大1,200円を超えて節目の66,000円を一時突破した。連休中（9月19〜23日）に米国市場でAI・半導体関連銘柄が上昇した流れを引き継いだ格好だ。",[15,2569,17],{"id":17},[11,2571,2572],{},[33,2573,2574],{},"前場の主な動き",[11,2576,2577,2578,2583],{},"連休前18日の終値からの続伸で、アドバンテスト・東京エレクトロン・イビデン・TDKなどAI・半導体関連銘柄が相場をけん引した。シルバーウィーク中に米ナスダックが史上最高値を更新（出典：",[22,2579,2582],{"href":2580,"rel":2581},"https:\u002F\u002Fdiamond.jp\u002Fzai\u002Farticles\u002F-\u002F1073224",[26],"ダイヤモンドZAi、2026-09-19","）した流れが、連休明け初日に東京市場へ波及した形となっている。",[11,2585,2586],{},"今週の取引日は9月24〜25日のみ（シルバーウィーク短縮週）。予想レンジとして示されていた63,000〜67,000円の上限に近い水準まで一気に上昇した。",[11,2588,2589],{},[33,2590,2591],{},"9月末・権利確定の需要も加わる",[11,2593,2594],{},"9月末は多くの国内企業の中間配当や株主優待の権利確定日にあたるため、例年この時期は権利取りを狙った買いが入りやすい。今年は取引日が少ない分、動きが凝縮されやすい側面もある。",[11,2596,2597],{},[33,2598,2599],{},"為替・金利の環境",[11,2601,2602,2603,2606],{},"ドル円は引き続き158円台前後で推移（前場時点）。日銀が9月18日の会合で政策金利を1.25%へ引き上げた（出典：",[22,2604,2526],{"href":2524,"rel":2605},[26],"）が、市場は「利上げペース加速の明示なし」と受け止めており、株式の売り圧力にはなっていない。",[15,2608,45],{"id":45},[11,2610,2611],{},"AI・半導体株への資金集中は、米国市場の強さが直接東京市場に波及する構図を改めて見せている。積立NISAなどで国内・海外の株式インデックスを保有している場合、連休中の米国市場の動きが評価額に影響していることは確認しておきたいポイントだ。",[11,2613,2614],{},"一方、ドル円158円台の円安が続く中、輸入物価を通じたガソリン・食品コストの上昇圧力も続いており、投資リターンと生活費の両面に目を向ける必要がある局面と言える。",[15,2616,51],{"id":51},[11,2618,2545],{},{"title":56,"searchDepth":57,"depth":57,"links":2620},[2621,2622,2623],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"連休明け9月24日の東京前場で日経平均が一時66,000円を突破。シルバーウィーク中の米AI・半導体株高を引き継ぎ、アドバンテスト・東京エレクトロンなどに買いが集まった。配当・優待の権利確定日も来週末に迫る。",{},"\u002Freading\u002Farticles\u002F2026-09-24-nikkei-morning-surge-ai-semiconductor","2026-09-24T13:00:00+09:00",{"title":2562,"description":2624},"reading\u002Farticles\u002F2026-09-24-nikkei-morning-surge-ai-semiconductor",[73,164],"WkIpJlb5AG9-6cLrkSS7d414Esfze3-SqjJQWsoj7Kg",{"id":2633,"title":2634,"author":6,"body":2635,"category":62,"dataDate":6,"date":2551,"description":2718,"extension":65,"image":6,"meta":2719,"navigation":67,"path":2720,"publishedAt":2721,"seo":2722,"stem":2723,"tags":2724,"type":6,"updated":6,"__hash__":2725},"articles\u002Freading\u002Farticles\u002F2026-09-24-us-treasury-yield-5pct-yen-158.md","米10年債利回りが5%に迫り、ドル円が158円台へ──高金利長期化が家計に波及する経路を整理する",{"type":8,"value":2636,"toc":2713},[2637,2640,2642,2647,2658,2666,2671,2690,2694,2701,2703,2706,2709,2711],[11,2638,2639],{},"9月23日（現地時間）の米国市場では、ナスダックが史上最高値を更新した一方で、米10年債利回りは4.986%と5%に迫る水準で推移し、ドル円は158円台に上昇した。株高と高金利が同時進行する「ねじれ」が続いており、日本の個人投資家・家計にとって何が効いてくるかを整理する。",[15,2641,17],{"id":17},[11,2643,2644],{},[33,2645,2646],{},"米主要3指数（9月22日・火曜日終値）",[443,2648,2649,2652,2655],{},[446,2650,2651],{},"ナスダック総合：27,244（+0.5%、過去最高値）",[446,2653,2654],{},"S&P 500：ほぼ横ばい（前日比−0.04%）",[446,2656,2657],{},"NYダウ：51,864（−185ドル、−0.36%）",[11,2659,2660,2661,1714],{},"（出典: ",[22,2662,2665],{"href":2663,"rel":2664},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-09-22\u002Fstock-market-today-dow-s-p-live-updates",[26],"Bloomberg Stock Market Today ライブ更新",[11,2667,2668],{},[33,2669,2670],{},"米国債利回り",[11,2672,2673,2674,2677,2678,2683,2684,2689],{},"9月23日のニューヨーク市場オープン時点で、米10年債利回りは前日比+0.025%上昇の ",[33,2675,2676],{},"4.986%"," で始まった（出典: ",[22,2679,2682],{"href":2680,"rel":2681},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F379719",[26],"みんかぶFX、2026-09-23","）。9月中旬には一時5%の大台を超えており（出典: ",[22,2685,2688],{"href":2686,"rel":2687},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F14\u002F10-year-us-treasury-is-closing-in-on-5percent.html",[26],"CNBC、2026-09-14","）、5%前後の水準が常態化しつつある。",[11,2691,2692],{},[33,2693,1707],{},[11,2695,2696,2697,2700],{},"9月23日の為替市場で、ドル円は ",[33,2698,2699],{},"158.28円（前日比+0.57%）"," で推移した。米金利の高止まりが日米金利差を拡大させ、ドル買い・円売りの圧力となっている。",[15,2702,45],{"id":45},[11,2704,2705],{},"米10年債利回りが5%近くで推移するということは、リスクを取らずに年約5%の利回りが得られる環境が続いていることを意味する。これは株式への投資妙味を相対的に下げる要因になりやすく、実際にダウが下落する一方ナスダックは最高値を更新するという「選別物色」が起きている。",[11,2707,2708],{},"ドル円158円台が続く場合、輸入品の価格上昇を通じてガソリン・食料品など身近な生活コストに上昇圧力が及びやすい。積立NISAなどで海外資産を保有する場合は円建て評価額が膨らみやすいが、日常の支出コスト増も同時進行しているという点には留意したい。",[15,2710,51],{"id":51},[11,2712,2545],{},{"title":56,"searchDepth":57,"depth":57,"links":2714},[2715,2716,2717],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月23日（現地時間）の米国市場でナスダックが最高値を更新する一方、米10年債利回りは4.99%に迫り、ドル円は158円台に上昇。「高金利の長期化」が続く局面で、日本の家計・個人投資家への波及経路を整理します。",{},"\u002Freading\u002Farticles\u002F2026-09-24-us-treasury-yield-5pct-yen-158","2026-09-24T09:00:00+09:00",{"title":2634,"description":2718},"reading\u002Farticles\u002F2026-09-24-us-treasury-yield-5pct-yen-158",[164,236],"Jv_TlyOGCPaqjb-rmcrOmTE4TK1WET2X5fBoRALhKSc",{"id":2727,"title":2728,"author":6,"body":2729,"category":62,"dataDate":6,"date":2842,"description":2843,"extension":65,"image":6,"meta":2844,"navigation":67,"path":2845,"publishedAt":2846,"seo":2847,"stem":2848,"tags":2849,"type":6,"updated":6,"__hash__":2850},"articles\u002Freading\u002Farticles\u002F2026-09-23-october-food-price-hike.md","10月から食品3,000品目超が値上がり｜円安・原材料高で下期も家計直撃",{"type":8,"value":2730,"toc":2837},[2731,2738,2740,2748,2751,2811,2814,2827,2829,2832,2834],[11,2732,2733,2734,2737],{},"あと1週間で10月を迎える。毎年、新下期（10〜3月）への移行タイミングは食品メーカーが価格改定を集中させる時期で、2026年10月も例外ではない。帝国データバンクの調査（8月31日時点）では、食品だけで",[33,2735,2736],{},"3,033品目","の値上げが予定されている。",[15,2739,17],{"id":17},[11,2741,2742,2743,42],{},"帝国データバンクの「食品主要195社」価格改定動向調査によると、2026年10月の値上げ対象は酒類・飲料が約1,373品目（全体の45%）、調味料が820品目（27%）、加工食品が668品目（22%）と、毎日口にするカテゴリに集中している（",[22,2744,2747],{"href":2745,"rel":2746},"https:\u002F\u002Fpapamamamoney.com\u002Ftrend\u002F2026-october-price-increase\u002F",[26],"節約トレンドニュース「2026年10月の値上げ一覧」",[11,2749,2750],{},"主な値上げ幅は以下のとおり。",[2752,2753,2754,2767],"table",{},[2755,2756,2757],"thead",{},[2758,2759,2760,2764],"tr",{},[2761,2762,2763],"th",{},"品目",[2761,2765,2766],{},"値上げ幅の目安",[2768,2769,2770,2779,2787,2795,2803],"tbody",{},[2758,2771,2772,2776],{},[2773,2774,2775],"td",{},"キリンビバレッジ 飲料",[2773,2777,2778],{},"約5〜18%",[2758,2780,2781,2784],{},[2773,2782,2783],{},"正田醤油・宮島醤油",[2773,2785,2786],{},"最大25%",[2758,2788,2789,2792],{},[2773,2790,2791],{},"マルちゃん生めん",[2773,2793,2794],{},"約8〜14%",[2758,2796,2797,2800],{},[2773,2798,2799],{},"ダイドードリンコ 飲料",[2773,2801,2802],{},"約10〜15%",[2758,2804,2805,2808],{},[2773,2806,2807],{},"味の素冷凍食品",[2773,2809,2810],{},"約5〜8%",[11,2812,2813],{},"値上げ理由（複数回答）は「原材料高」が90.7%と最多で、「物流費上昇」65.7%、「エネルギーコスト」65.1%が続く。円安が輸入コストを押し上げ続けていることが、広範な値上げの背景にある。",[11,2815,2816,2817,2820,2821,2826],{},"4人家族への月間負担増は食費・日用品・光熱費を合算して",[33,2818,2819],{},"3,000〜4,500円程度","と試算されており（",[22,2822,2825],{"href":2823,"rel":2824},"https:\u002F\u002Fkazokulab.com\u002Fguides\u002F2026-10gatsu-neage-ichiran\u002F",[26],"家族ラボ「2026年10月値上げ一覧」","）、年間換算では4〜5万円超の支出増になる計算だ。",[15,2828,45],{"id":45},[11,2830,2831],{},"今月（9月）のシルバーウィーク前後もドル円は157円台で高止まりしており（本日は秋分の日で東京市場は休場）、円安が輸入コストの押し下げに転じる見通しは立っていない。10月1日以降に値上がりが集中する品目を事前に確認し、まとめ買いや代替品の切り替えを検討する余裕があれば今週末が最後のタイミングになる。",[15,2833,51],{"id":51},[11,2835,2836],{},"本記事は情報提供を目的としたもので、投資助言ではありません。記載の数値は出典元の公表時点のものであり、今後変動する可能性があります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2838},[2839,2840,2841],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-23","帝国データバンクの調査によると、2026年10月は食品3,033品目の値上げが予定。醤油・飲料・冷凍食品など日常品が軒並み対象で、4人家族の月間負担増は3,000〜4,500円程度と試算されている。",{},"\u002Freading\u002Farticles\u002F2026-09-23-october-food-price-hike","2026-09-23T20:00:00+09:00",{"title":2728,"description":2843},"reading\u002Farticles\u002F2026-09-23-october-food-price-hike",[236,73],"nRwWjnuoDXc1cWNAzxF0svMN9GvoW7RzZ9czmHDtsg0",{"id":2852,"title":2853,"author":6,"body":2854,"category":62,"dataDate":6,"date":2842,"description":2909,"extension":65,"image":6,"meta":2910,"navigation":67,"path":2911,"publishedAt":2912,"seo":2913,"stem":2914,"tags":2915,"type":6,"updated":6,"__hash__":2916},"articles\u002Freading\u002Farticles\u002F2026-09-23-yen-weak-holiday-import-prices.md","秋分の日も続く円安157円台｜日銀利上げ後の輸入物価高は収まるか",{"type":8,"value":2855,"toc":2904},[2856,2863,2865,2884,2891,2894,2896,2899,2901],[11,2857,2858,2859,2862],{},"本日9月23日（秋分の日）は東京市場が休場だが、外国為替市場ではドル円が",[33,2860,2861],{},"157円台前半","での推移が続いている。日銀が先週9月18日に政策金利を1.25%へ引き上げてから5日が経過した今も、円安基調は根強い。",[15,2864,17],{"id":17},[11,2866,2867,2868,2873,2874,2877,2878,2883],{},"日銀は9月17〜18日の会合でゴールデンウィーク以来となる利上げを決定したが、発表直後にドル円は158円台まで上昇した（",[22,2869,2872],{"href":2870,"rel":2871},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F21\u002F080012",[26],"外為どっとコム・マーケット概況 2026年9月21日","）。その後、日銀がレートチェック（水準確認）を実施したとの観測が伝わり、9月19日には",[33,2875,2876],{},"156.75円","まで下落する場面もあったが（",[22,2879,2882],{"href":2880,"rel":2881},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F495921",[26],"ZAI・DIAMOND 速報 2026年9月19日","）、買い戻しが続き再び157円台に戻っている。",[11,2885,2886,2887,42],{},"祝日・連休中は国内勢の参加者が減り薄商いになりやすく、通貨当局の介入警戒感が高まる傾向がある。外為どっとコムの分析によると、政府・日銀は2024年・2026年のゴールデンウィークに為替介入を実施した前例があり、今回のシルバーウィーク期間中も市場は介入を警戒している（",[22,2888,2890],{"href":2870,"rel":2889},[26],"外為どっとコム・東京為替見通し 2026年9月21日",[11,2892,2893],{},"日米の金利差という構造的な要因も円安の背景にある。FRBが9月のFOMCで追加利上げを決定したことで、日米金利差は依然として大きく、円を売ってドルを持つ動きが続きやすい状況だ。",[15,2895,45],{"id":45},[11,2897,2898],{},"利上げで円高が進むとはならないのが今の局面で、円安が続く限り輸入価格の上昇圧力は抜けにくい。食料品や光熱費など日常の支出に直結する品目は引き続き割高な水準が続く可能性がある。家計の観点では「円安が収まるまで様子見」ではなく、エネルギー費や食費の見直しを継続的に行っておく方が現実的だ。",[15,2900,51],{"id":51},[11,2902,2903],{},"本記事は情報提供を目的としたもので、投資助言・金融商品の推奨ではありません。記載の数値は執筆時点のもので今後変動します。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":2905},[2906,2907,2908],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"東京市場が秋分の日で休場の9月23日もドル円は157円台で推移。今月18日の日銀利上げ（1.25%）後も円安基調が続いており、輸入食料品やエネルギー高が家計に重くのしかかっている。",{},"\u002Freading\u002Farticles\u002F2026-09-23-yen-weak-holiday-import-prices","2026-09-23T13:00:00+09:00",{"title":2853,"description":2909},"reading\u002Farticles\u002F2026-09-23-yen-weak-holiday-import-prices",[236,73],"VGxkIJEX1ckHN2PlDrSDQnfIZVp2q-PXIAhXD7iEQTw",{"id":2918,"title":2919,"author":6,"body":2920,"category":62,"dataDate":6,"date":2842,"description":3007,"extension":65,"image":6,"meta":3008,"navigation":67,"path":3009,"publishedAt":3010,"seo":3011,"stem":3012,"tags":3013,"type":6,"updated":6,"__hash__":3014},"articles\u002Freading\u002Farticles\u002F2026-09-23-nasdaq-record-meta-muse-ai-semiconductor.md","ナスダック連日最高値、MetaのMuse AIが半導体株急騰を牽引—日本株・輸入物価への波及",{"type":8,"value":2921,"toc":3002},[2922,2925,2927,2992,2994,2997,2999],[11,2923,2924],{},"9月22日（現地時間）のニューヨーク市場は、MetaのAIエージェント「Muse」人気が続くなかで半導体株が急騰し、ナスダックが連日の最高値を更新した。一方、ダウ平均は小幅安、S&P500はほぼ横ばい。原油は外交要因で続落し、ドル円は157円台前半で推移した。",[15,2926,17],{"id":17},[443,2928,2929,2944,2955,2966,2972,2981],{},[446,2930,2931,2934,2935,2938,2939,42],{},[33,2932,2933],{},"ナスダック、連日最高値",": ナスダック総合は前日比+0.45%（+122ポイント）の",[33,2936,2937],{},"27,244","で引け、2日続けて過去最高値を更新した。インデイタイム高値は27,288まで達した（",[22,2940,2943],{"href":2941,"rel":2942},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F22\u002Fstock-market-today-live-updates.html",[26],"CNBC・9月22日",[446,2945,2946,2949,2950,42],{},[33,2947,2948],{},"MetaのMuse AIが材料",": Meta社のAIエージェント「Muse」（旅行予約・カレンダー管理・EC購入を自律的にこなす）がiOSの無料アプリ首位を獲得し、5日間で約73万ダウンロードを記録。MetaのMuse発表以降、同社株は累計で約20%上昇している（",[22,2951,2954],{"href":2952,"rel":2953},"https:\u002F\u002Fwww.investing.com\u002Fnews\u002Fstock-market-news\u002Fmeta-ai-agent-muse-triggers-massive-tech-rally-as-chips-and-wall-street-soar-4909393",[26],"Investing.com",[446,2956,2957,2960,2961,42],{},[33,2958,2959],{},"半導体株が急騰",": フィラデルフィア半導体指数（SOX）は+4.3%。AMD株が+10%で時価総額が初めて1兆ドルを突破、Arm Holdings +17%、Intel +12%を記録した（",[22,2962,2965],{"href":2963,"rel":2964},"https:\u002F\u002Fwww.bbntimes.com\u002Ftechnology\u002Fnasdaq-sets-back-to-back-record-at-27-244-as-ai-stocks-rebound-oil-and-yields-fall",[26],"BBN Times",[446,2967,2968,2971],{},[33,2969,2970],{},"ダウ・S&P500は混在",": ダウは185ドル安（-0.36%）の51,864ドル。S&P500はほぼ横ばい。ハイテク中心のナスダックと景気敏感株が多いダウの方向感が割れた。",[446,2973,2974,2977,2978,42],{},[33,2975,2976],{},"原油は続落",": WTI原油先物は91〜94ドル台で推移。国連総会でトランプ大統領がイランとの和解に言及し、タンカーの航行回復とサウジアラビアの輸出増も重なって、先週の高値104ドル近辺から急速に緩んでいる（",[22,2979,2965],{"href":2963,"rel":2980},[26],[446,2982,2983,2986,2987,42],{},[33,2984,2985],{},"ドル円は157円台",": ドル円は157.16円前後で小幅続落（-0.12%）。円は先週に2%超下落した後、ここ数日は157円台で落ち着いている（",[22,2988,2991],{"href":2989,"rel":2990},"https:\u002F\u002Fpluang.com\u002Fen\u002Ftools\u002Fcurrency-converter\u002Fusd-jpy",[26],"Pluang",[15,2993,45],{"id":45},[11,2995,2996],{},"米国の半導体株急騰は、東京エレクトロン・アドバンテスト・ルネサスなど日経平均の半導体関連銘柄の寄り付きに追い風になりやすい。また、原油のWTIが104ドルから91〜94ドル台に下落したことは、エネルギーを輸入に頼る日本の企業コストや光熱費の先行きにとって短期的なプラス材料だ。ただし、ドル円が依然として157円台と歴史的な円安水準にあるため、輸入物価の押し下げ効果が相殺されるかどうかは為替次第の面が大きい。",[15,2998,51],{"id":51},[11,3000,3001],{},"本記事は情報提供を目的としたもので、投資助言ではありません。株価・為替・商品市況の予測は不確実であり、将来の水準を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3003},[3004,3005,3006],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月22日（現地）のナスダックは+0.45%で27,244と連日最高値更新。MetaのAIエージェント「Muse」が市場を席巻し、AMD・Arm・Intelが急騰。原油も外交進展で91〜94ドル台に下落しており、日本の輸入コストには追い風の方向。",{},"\u002Freading\u002Farticles\u002F2026-09-23-nasdaq-record-meta-muse-ai-semiconductor","2026-09-23T09:00:00+09:00",{"title":2919,"description":3007},"reading\u002Farticles\u002F2026-09-23-nasdaq-record-meta-muse-ai-semiconductor",[164,73],"8SsbjpCeajITB6IXyLd-MN_ydr2X2-sPXowb85-DEu8",{"id":3016,"title":3017,"author":6,"body":3018,"category":62,"dataDate":6,"date":3121,"description":3122,"extension":65,"image":6,"meta":3123,"navigation":67,"path":3124,"publishedAt":3125,"seo":3126,"stem":3127,"tags":3128,"type":6,"updated":6,"__hash__":3129},"articles\u002Freading\u002Farticles\u002F2026-09-22-september-food-price-hike-4923.md","9月の食品値上げは年内最多4,923品目・平均11%｜シルバーウィーク明けの家計チェック",{"type":8,"value":3019,"toc":3116},[3020,3023,3025,3040,3043,3097,3100,3102,3111,3113],[11,3021,3022],{},"本日（9月22日）は敬老の日と秋分の日に挟まれた「国民の休日」で東京市場は休場です。11年ぶりの5連休となったシルバーウィーク中ですが、この連休を機に家計の支出状況を振り返るのに良いタイミングです。9月は食品の値上げが年内でもっとも集中した月でした。",[15,3024,17],{"id":17},[11,3026,3027,3032,3033,374,3036,3039],{},[22,3028,3031],{"href":3029,"rel":3030},"https:\u002F\u002Fwww.tdb.co.jp\u002Freport\u002Feconomic\u002Fpricepass-on202608\u002F",[26],"帝国データバンクの調査","によると、2026年9月に価格改定が実施された飲食料品は ",[33,3034,3035],{},"4,923品目",[33,3037,3038],{},"平均値上げ率は約11%"," に達しました。これは2026年で最多、前年9月（1,467品目）の約3倍に相当します。",[11,3041,3042],{},"品目別の内訳は次のとおりです。",[2752,3044,3045,3055],{},[2755,3046,3047],{},[2758,3048,3049,3052],{},[2761,3050,3051],{},"カテゴリ",[2761,3053,3054],{},"品目数",[2768,3056,3057,3065,3073,3081,3089],{},[2758,3058,3059,3062],{},[2773,3060,3061],{},"調味料（しょうゆ・マヨネーズ・ドレッシングなど）",[2773,3063,3064],{},"1,959品目",[2758,3066,3067,3070],{},[2773,3068,3069],{},"加工食品（冷凍食品・練り製品など）",[2773,3071,3072],{},"1,848品目",[2758,3074,3075,3078],{},[2773,3076,3077],{},"酒類・飲料",[2773,3079,3080],{},"466品目",[2758,3082,3083,3086],{},[2773,3084,3085],{},"乳製品",[2773,3087,3088],{},"278品目",[2758,3090,3091,3094],{},[2773,3092,3093],{},"菓子",[2773,3095,3096],{},"272品目",[11,3098,3099],{},"主な値上げ要因として同調査では、原材料高（90.7%）、エネルギーコスト上昇（65.1%）、中東情勢の影響（27.8%）が挙げられています。10月はさらに約2,720品目の値上げが予定されており、秋以降も値上がりの波は続く見通しです。",[15,3101,45],{"id":45},[11,3103,3104,3105,3110],{},"調味料と加工食品は代替が利きにくく購入頻度が高いため、家計への影響は長く続きます。日銀は9月18日に政策金利を1.25%に引き上げましたが、円相場は157円台（",[22,3106,3109],{"href":3107,"rel":3108},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fmn_1035166_202609221007\u002F",[26],"OANDA、9月22日","）と依然として円安水準にあり、輸入コストを通じた物価押し上げ圧力は当面続きそうです。買い物前に値札を以前と比べて確認しておくと、実際の支出変化をつかみやすいでしょう。",[15,3112,51],{"id":51},[11,3114,3115],{},"本記事は情報提供を目的としたもので、投資助言・金融商品の推奨ではありません。記載の数値は執筆時点のもので今後変動することがあります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3117},[3118,3119,3120],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-22","帝国データバンクの調査によると、2026年9月の飲食料品値上げは4,923品目・平均値上げ率11%で年内最多。調味料・加工食品が中心で、10月もさらに2,720品目の値上げが控える。",{},"\u002Freading\u002Farticles\u002F2026-09-22-september-food-price-hike-4923","2026-09-22T20:00:00+09:00",{"title":3017,"description":3122},"reading\u002Farticles\u002F2026-09-22-september-food-price-hike-4923",[236,73],"HfQ4-AnXg5pvLpGArcAjCI7PCxHp-hSZAAGUv8PqZds",{"id":3131,"title":3132,"author":6,"body":3133,"category":62,"dataDate":6,"date":3121,"description":3218,"extension":65,"image":6,"meta":3219,"navigation":67,"path":3220,"publishedAt":3221,"seo":3222,"stem":3223,"tags":3224,"type":6,"updated":6,"__hash__":3225},"articles\u002Freading\u002Farticles\u002F2026-09-22-minimum-wage-october-2026.md","最低賃金が10月から全国平均1,177円へ――パート・アルバイト家庭の収入増と「年収の壁」確認を",{"type":8,"value":3134,"toc":3213},[3135,3146,3148,3161,3170,3196,3203,3205,3208,3210],[11,3136,3137,3138,3141,3142,3145],{},"シルバーウィーク明けの10月1日から、全国で新しい最低賃金が順次適用される。全国加重平均は",[33,3139,3140],{},"1,177円","（前年度1,121円から**+56円**、約5.0%増）と2026年度として記録的な引き上げ幅。東京では時給",[33,3143,3144],{},"1,280円","になる見込みで、パートやアルバイトで働く家庭にとっては数少ない収入アップの機会となる。",[15,3147,17],{"id":17},[11,3149,3150,3151,3156,3157,3160],{},"厚生労働省の中央最低賃金審議会が今年度の引き上げ目安を答申し、全47都道府県が最終金額を確定。",[22,3152,3155],{"href":3153,"rel":3154},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026090300788&g=soc",[26],"時事ドットコムの報道","によると、",[33,3158,3159],{},"33府県が目安額を上回る独自増額","を実施した。",[11,3162,3163,3164,3169],{},"主な地域の新最低賃金（2026年10月1日発効）は",[22,3165,3168],{"href":3166,"rel":3167},"https:\u002F\u002Fhojyokin-portal.jp\u002Fcolumns\u002Fsaitei_chingin",[26],"補助金ポータルの集計","によると以下のとおり：",[443,3171,3172,3178,3184,3190],{},[446,3173,3174,3177],{},[33,3175,3176],{},"東京都",": 1,280円（前年: 1,218円、+62円）",[446,3179,3180,3183],{},[33,3181,3182],{},"大阪府",": 1,231円",[446,3185,3186,3189],{},[33,3187,3188],{},"愛知県",": 1,195円",[446,3191,3192,3195],{},[33,3193,3194],{},"全国最低水準",": 1,085円（宮崎県など）",[11,3197,3198,3199,3202],{},"東京で週30時間・年52週働く場合、1,218円→1,280円の引き上げにより",[33,3200,3201],{},"年収は約9.7万円増加","する計算になる（週30時間×52週×62円）。",[15,3204,45],{"id":45},[11,3206,3207],{},"収入増は家計にとってプラスだが、パート・アルバイトで稼ぐ家族がいる場合は注意点もある。時給が上がれば同じ勤務時間でも年収が増え、**「103万円の壁」（配偶者控除）や「130万円の壁」（社会保険の扶養）**への到達が前倒しになる可能性があるためだ。年内の勤務時間・収入見込みを今のタイミングで見直しておくと、10月以降の想定外の扶養外れを防ぎやすい。",[15,3209,51],{"id":51},[11,3211,3212],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言・税務アドバイスではありません。最低賃金の適用時期は都道府県によって異なる場合があります。扶養・社会保険の判定基準は加入する制度によって異なるため、詳細はご自身の職場や年金事務所にご確認ください。",{"title":56,"searchDepth":57,"depth":57,"links":3214},[3215,3216,3217],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年10月1日から最低賃金が全国加重平均1,177円（前年比+56円）に引き上げ。東京は1,280円。パート・アルバイト収入が増える一方、103万円・130万円ラインへの到達が早まる家庭は扶養ラインの確認が必要になる。",{},"\u002Freading\u002Farticles\u002F2026-09-22-minimum-wage-october-2026","2026-09-22T13:00:00+09:00",{"title":3132,"description":3218},"reading\u002Farticles\u002F2026-09-22-minimum-wage-october-2026",[236,73],"_yJ0oSwMHP1PF-Y2uTEiWnRjP7HnZ5liLzKfy_57yoI",{"id":3227,"title":3228,"author":6,"body":3229,"category":62,"dataDate":6,"date":3121,"description":3281,"extension":65,"image":6,"meta":3282,"navigation":67,"path":3283,"publishedAt":3284,"seo":3285,"stem":3286,"tags":3287,"type":6,"updated":6,"__hash__":3288},"articles\u002Freading\u002Farticles\u002F2026-09-22-nasdaq-record-amd-1trillion.md","ナスダックが6月以来の最高値更新―AMDが時価総額1兆ドルを初突破",{"type":8,"value":3230,"toc":3276},[3231,3234,3236,3245,3254,3257,3266,3268,3271,3273],[11,3232,3233],{},"9月21日（現地時間）の米国株式市場は、AI半導体銘柄の急騰が相場を牽引し、ナスダック総合指数が6月以来初の過去最高値引けを記録した。NISA口座でナスダック連動ETFや半導体ファンドを保有する日本の個人投資家にとっても、その動向は気になるところだ。",[15,3235,17],{"id":17},[11,3237,3238,3239,3244],{},"前日21日の米国株式市場の終値は、",[22,3240,3243],{"href":3241,"rel":3242},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F379577",[26],"ダウ工業株30種平均が前営業日比+366ドル（+0.71%）の52,048ドル、S&P500が+1.49%の7,764、ナスダック総合が+2.26%の27,122","だった。ナスダックの最高値更新は6月以来初めて。",[11,3246,3247,3248,3253],{},"市場を動かした最大の材料は半導体大手AMDの急騰だ。同社株はこの日約10%上昇し、史上初めて",[22,3249,3252],{"href":3250,"rel":3251},"https:\u002F\u002Fwww.semafor.com\u002Farticle\u002F09\u002F21\u002F2026\u002Famd-reaches-a-1-trillion-market-cap-as-chip-stocks-drive-rally",[26],"時価総額が1兆ドルを突破","。米チップメーカーとして1兆ドルを超えたのはNVIDIA・Broadcom・Micronに次いで4社目となる。今年に入ってからの同社株の上昇率はここまで約180%。インテルも同日+12%と大きく上昇した。",[11,3255,3256],{},"背景にはAIアプリへの期待がある。AMDの主要顧客であるMetaの「Muse AI」アシスタントがAppleアプリストアの無料ダウンロード首位を獲得したと伝わり、AI向け半導体需要の拡大期待が広がった。Metaの株価も同日11%超上昇している。",[11,3258,3259,3260,3265],{},"米10年債利回りは低下し、グロース株の上昇を後押しした。一方、円相場は",[22,3261,3264],{"href":3262,"rel":3263},"https:\u002F\u002Fwww.shinmai.co.jp\u002Fnews\u002Farticle\u002Fgfkn2026092102000010",[26],"1ドル=157円台","と円安水準が続いており、輸入物価への影響を通じた家計への下押し圧力も残る。",[15,3267,45],{"id":45},[11,3269,3270],{},"ナスダックの最高値更新をけん引したのはAI関連の一部銘柄に集中しており、指数全体が均等に上昇したわけではない点は注意が必要だ。円安水準が継続していることは米国株の円建て評価額を押し上げる一方、輸入物価の高止まりを通じて生活コストにも引き続き影響する。",[15,3272,51],{"id":51},[11,3274,3275],{},"本記事は公開情報をもとにした情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や相場動向を保証するものでもありません。投資に関する最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3277},[3278,3279,3280],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月21日の米国市場でナスダックが6月以来初の過去最高値を更新。AMDの株価急騰で時価総額が初めて1兆ドルを超え、AI半導体への楽観論が主要3指数をそろって押し上げた。",{},"\u002Freading\u002Farticles\u002F2026-09-22-nasdaq-record-amd-1trillion","2026-09-22T09:00:00+09:00",{"title":3228,"description":3281},"reading\u002Farticles\u002F2026-09-22-nasdaq-record-amd-1trillion",[164,73],"U_KuWcnL2Z_kYPfVdnNsTaXej7TYNmpYGTPUGYWIig8",{"id":3290,"title":3291,"author":6,"body":3292,"category":62,"dataDate":6,"date":3359,"description":3360,"extension":65,"image":6,"meta":3361,"navigation":67,"path":3362,"publishedAt":3363,"seo":3364,"stem":3365,"tags":3366,"type":6,"updated":6,"__hash__":3367},"articles\u002Freading\u002Farticles\u002F2026-09-21-boj-rate-hike-1-25-household-impact.md","日銀が政策金利1.25%へ引き上げ――住宅ローン・預金への影響タイムラインを整理する",{"type":8,"value":3293,"toc":3354},[3294,3297,3299,3304,3311,3318,3323,3330,3336,3341,3344,3346,3349,3351],[11,3295,3296],{},"日本銀行は9月17〜18日の金融政策決定会合で追加利上げを決定し、政策金利を1.0%から**1.25%**へ引き上げた。1.25%という水準は1995年以来、約31年ぶりの高さとなる。今日（9月21日）は敬老の日で市場は休場だが、利上げが家計に効いてくるタイムラインを把握しておく週末の機会として整理する。",[15,3298,17],{"id":17},[11,3300,3301],{},[33,3302,3303],{},"日銀の決定（9月18日）",[11,3305,3306,3307,3310],{},"日銀は賛成7・反対2の多数決で政策金利の0.25%引き上げを決定した。新たな金利水準（1.25%程度）は",[33,3308,3309],{},"9月24日","から適用される。",[11,3312,508,3313],{},[22,3314,3317],{"href":3315,"rel":3316},"https:\u002F\u002Fkinyu-market.rootteam.co.jp\u002Fnews\u002Fboj-rate-hike-2026-09-18\u002F",[26],"金融・マーケット速報「日銀が政策金利を1.25％に引き上げ 賛成7・反対2、9月24日から（2026年9月18日決定）」",[11,3319,3320],{},[33,3321,3322],{},"住宅ローン変動金利への反映タイミング",[11,3324,3325,3326,3329],{},"変動金利は短期プライムレート（短プラ）に連動するため、政策金利の変更がただちに毎月の返済額に反映されるわけではない。今回（9月会合）の利上げ分は、多くの銀行で",[33,3327,3328],{},"2027年4月の基準金利改定","のタイミングで返済額に反映される見通しとされている。",[11,3331,508,3332],{},[22,3333,3335],{"href":511,"rel":3334},[26],"モゲチェック「日銀追加利上げで住宅ローンはいつ上がる？2026年の変動金利予想を解説（2026.9.18アップデート）」",[11,3337,3338],{},[33,3339,3340],{},"預金金利への影響",[11,3342,3343],{},"利上げは預金金利の引き上げにもつながる。各銀行は今回の利上げを受けて定期預金・普通預金金利の見直しを順次発表する見込みだ。利息収入が増える点は預金者にとってプラスに働く。",[15,3345,45],{"id":45},[11,3347,3348],{},"変動型住宅ローンを抱えている家庭にとっては「返済額が上がる前に繰り上げ返済を検討する時間」がまだある一方、預金派には金利上昇の恩恵が続くタイミングだ。6月（1.0%）・9月（1.25%）と2回連続で利上げが行われており、年末以降の追加利上げ観測も残るため、変動か固定かの選択を改めて確認したい局面といえる。",[15,3350,51],{"id":51},[11,3352,3353],{},"本記事は公開情報に基づく情報提供を目的としており、投資助言ではありません。住宅ローン金利の反映時期は金融機関によって異なります。個別の返済計画・資産運用の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3355},[3356,3357,3358],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-21","9月18日の日銀利上げで政策金利は約31年ぶりの高水準1.25%へ。変動型住宅ローン金利の上昇は多くの銀行で2027年4月返済分から反映の見通し。預金金利には恩恵も。",{},"\u002Freading\u002Farticles\u002F2026-09-21-boj-rate-hike-1-25-household-impact","2026-09-21T20:00:00+09:00",{"title":3291,"description":3360},"reading\u002Farticles\u002F2026-09-21-boj-rate-hike-1-25-household-impact",[236,73],"-25aDUZYLpmQA1AQ3b2rosPObvt60pSVEX2k4xlCBQM",{"id":3369,"title":3370,"author":6,"body":3371,"category":62,"dataDate":6,"date":3359,"description":3448,"extension":65,"image":6,"meta":3449,"navigation":67,"path":3450,"publishedAt":3451,"seo":3452,"stem":3453,"tags":3454,"type":6,"updated":6,"__hash__":3455},"articles\u002Freading\u002Farticles\u002F2026-09-21-boj-rate-check-yen-holiday.md","連休中のドル円157円台、日銀レートチェックで1円超の急騰後も円安が続く理由",{"type":8,"value":3372,"toc":3443},[3373,3386,3388,3403,3421,3429,3431,3438,3440],[11,3374,3375,3376,3379,3380,3385],{},"9月21日（月・敬老の日）は東京市場が休場のため、ドル円は流動性が薄い中で ",[33,3377,3378],{},"156円58銭〜157円11銭"," の幅で推移しています（",[22,3381,3384],{"href":3382,"rel":3383},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fmn_1034996_202609211208\u002F",[26],"OANDA 12時概況","）。先週の日銀利上げにもかかわらず円安基調が続いており、当局が「レートチェック」でけん制するという異例の展開が起きています。",[15,3387,17],{"id":17},[11,3389,1723,3390,3393,3394,3398,3399,3402],{},[33,3391,3392],{},"1.0% → 1.25%"," に引き上げましたが（",[22,3395,3397],{"href":1986,"rel":3396},[26],"日経新聞","）、決定直後の為替市場では逆に円安が進み、一時 ",[33,3400,3401],{},"158円台"," まで下落しました。採決が7対2にとどまり「利上げペースが緩やかになる」と市場に解釈されたためです。",[11,3404,3405,3406,3409,3410,374,3415,3420],{},"これを受け、政府・日銀は18日のロンドン市場時間帯（日本時間夜）に複数の金融機関へ相場水準を確認する「レートチェック」を実施。円は ",[33,3407,3408],{},"156円台後半"," まで1円超急騰しました（",[22,3411,3414],{"href":3412,"rel":3413},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOCD18C0S0Y6A910C2000000\u002F",[26],"日経新聞「投機筋『不意突かれた』」",[22,3416,3419],{"href":3417,"rel":3418},"https:\u002F\u002Fnews.web.nhk.or.jp\u002Fnewsweb\u002Fna\u002Fnd-20260919de51169",[26],"NHKニュース","）。ロンドンのヘッジファンド関係者は「節目の160円まで距離があるこの水準で動くとは想定外だった」と述べており、当局の\"奇襲的けん制\"として受け止められています。",[11,3422,3423,3424,3428],{},"連休中の今日も「実弾介入への警戒感」が市場に残っており、薄商いながらドル買い戻しは限定的です（",[22,3425,1686],{"href":3426,"rel":3427},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260921\u002F870806.html",[26],"）。なお、WTI原油先物が97ドル台後半に急落していることも、円売り圧力をやや和らげる方向に働いています。",[15,3430,45],{"id":45},[11,3432,3433,3434,3437],{},"「レートチェック = 介入の直前信号」であるため、今後 ",[33,3435,3436],{},"158〜160円"," に近づく局面では再び介入警戒が高まりやすい水準です。円安が続けば輸入物価の上振れ（食品・エネルギー）につながるため、家計の購買力に直接響きます。一方、今週は日銀の植田総裁が追加利上げへの前向きな姿勢を示しており、金利上昇による定期預金優遇という恩恵面も同時に進行中です。",[15,3439,51],{"id":51},[11,3441,3442],{},"本記事は情報提供を目的としたもので、投資助言・金融商品の推奨ではありません。記載の数値・市場動向は執筆時点のもので今後変動することがあります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3444},[3445,3446,3447],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"敬老の日で東京市場が休場の9月21日、ドル円は156〜157円台で推移。日銀が9月18日夜に実施した「レートチェック」で1円超の円高が起きた経緯と、今週の家計への影響ポイントを整理した。",{},"\u002Freading\u002Farticles\u002F2026-09-21-boj-rate-check-yen-holiday","2026-09-21T13:00:00+09:00",{"title":3370,"description":3448},"reading\u002Farticles\u002F2026-09-21-boj-rate-check-yen-holiday",[236,73],"sN_0bjUn8eDxDoraS16XfTkyEyx_jlbUKXrjtiXE67w",{"id":3457,"title":3458,"author":6,"body":3459,"category":62,"dataDate":6,"date":3359,"description":3511,"extension":65,"image":6,"meta":3512,"navigation":67,"path":3513,"publishedAt":3514,"seo":3515,"stem":3516,"tags":3517,"type":6,"updated":6,"__hash__":3518},"articles\u002Freading\u002Farticles\u002F2026-09-21-boj-rate-hike-yen-weakness.md","日銀が31年ぶり1.25%に利上げ、なぜ円安は止まらないのか",{"type":8,"value":3460,"toc":3506},[3461,3464,3466,3478,3485,3493,3496,3498,3501,3503],[11,3462,3463],{},"日銀が9月18日の金融政策決定会合で政策金利を1.00%から1.25%へ引き上げ、1995年以来31年ぶりの高水準に達した。にもかかわらず、ドル円は利上げ発表直後に157円台まで上昇し、9月21日朝6時時点でも156円68銭〜156円96銭（前日比+0.80銭）と円安基調が続いている。",[15,3465,17],{"id":17},[11,3467,3468,3469,3472,3473,3477],{},"日銀は9月18日の会合で政策金利を1.25%へ引き上げることを",[33,3470,3471],{},"賛成7・反対2","で決定した（",[22,3474,2246],{"href":3475,"rel":3476},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-09-18\u002FTLJGP2KK3NYA00",[26],"）。佐藤・浅田両審議委員の反対票が将来の追加利上げへの不透明感として市場に受け止められ、発表直後から円売りが進んだ。植田総裁も記者会見で次の利上げに関する明確な見通しを示さなかったことが「タカ派不足」と判断された。",[11,3479,3480,3481,42],{},"一方、FRBも直近の会合で政策金利を3.75〜4.00%へ引き上げ、参加者による2026年末の政策金利見通し（中央値）は4.1%を示唆した。米10年国債利回りは5%を突破し、日米金利差（1.25% vs 4.00%）は依然として大きい（",[22,3482,849],{"href":3483,"rel":3484},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F20\u002F060300",[26],[11,3486,3487,3488,42],{},"加えて、ウクライナによるロシアへの大規模ドローン攻撃（1,000機超）を受けて北海ブレント原油が一時1バレル109ドル台に上昇。エネルギー価格の上昇がさらなるインフレ懸念を高め、円安圧力を後押しした（",[22,3489,3492],{"href":3490,"rel":3491},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F21\u002F081754",[26],"外為どっとコム 9\u002F21見通し",[11,3494,3495],{},"なお、9月21〜23日は日本市場が3営業日連続で休場となるため、東京不在の時間帯に海外主導でドル円が大きく動く可能性がある。",[15,3497,45],{"id":45},[11,3499,3500],{},"日米の政策金利差が2.75%ポイント残る状況では、円を売ってドルを持つ動機が続きやすい。輸入物価の上昇圧力が長引けば、食料品・エネルギーを中心に家計負担の増加が続く可能性がある。NISAなどで外国株・外国債券を保有している場合は円建て評価額が膨らむ半面、円安が急反転した際の値下がりリスクも意識しておきたいところだ。",[15,3502,51],{"id":51},[11,3504,3505],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の為替・金利・物価を保証するものではなく、最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3507},[3508,3509,3510],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月に政策金利を1.25%へ引き上げたにもかかわらず、ドル円は157円台に上昇。米金利5%超・FRB追加利上げ観測・原油高が重なる背景を整理します。",{},"\u002Freading\u002Farticles\u002F2026-09-21-boj-rate-hike-yen-weakness","2026-09-21T09:00:00+09:00",{"title":3458,"description":3511},"reading\u002Farticles\u002F2026-09-21-boj-rate-hike-yen-weakness",[236,73],"tkd-uG-gRZe2TZ45N_Cj7Wp8lC6CVdFXUHoQn0WVonA",{"id":3520,"title":3521,"author":6,"body":3522,"category":62,"dataDate":6,"date":3574,"description":3575,"extension":65,"image":6,"meta":3576,"navigation":67,"path":3577,"publishedAt":3578,"seo":3579,"stem":3580,"tags":3581,"type":6,"updated":6,"__hash__":3582},"articles\u002Freading\u002Farticles\u002F2026-09-20-real-wage-autumn-risk.md","賃上げ5%超でも「実質賃金マイナス」再燃か——秋の物価攻勢が試す家計の耐久力",{"type":8,"value":3523,"toc":3569},[3524,3527,3529,3541,3556,3559,3561,3564,3566],[11,3525,3526],{},"春闘で平均5.26%の賃上げが実現し、夏のボーナス増も重なって、7月の実質賃金は前年同月比+2.4%と7カ月連続プラスを記録した。しかし秋以降、食品値上げの大波と政府補助の縮小が家計に向かってくる。",[15,3528,17],{"id":17},[11,3530,3531,3536,3537,3540],{},[22,3532,3535],{"href":3533,"rel":3534},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA077LY0X00C26A9000000\u002F",[26],"日本経済新聞の9月報道","によると、2026年7月の実質賃金（現金給与総額を物価で実質化した値）は前年同月比 ",[33,3538,3539],{},"+2.4%"," と7カ月連続プラスを維持した。春季労使交渉で得た高水準の賃上げと夏ボーナスの増加が主な押し上げ要因だ。",[11,3542,3543,3544,3548,3549,3552,3553,3555],{},"一方、川上の物価は別の動きを見せている。",[22,3545,3547],{"href":1511,"rel":3546},[26],"株帳のまとめ","によれば、2026年8月の国内企業物価指数は前年同月比 ",[33,3550,3551],{},"+7.6%","（3カ月連続で7%超）。対してコアCPI（生鮮食品除く）は ",[33,3554,1744],{}," にとどまり、5.8ポイントものギャップが生じている。「川上のコストがまだ川下に転嫁されきっていない」状態だ。",[11,3557,3558],{},"この転嫁圧力が秋以降に家計へ向かってくるリスクを、日経は懸念材料として指摘している。9月の食品値上げは2026年内最多規模で、10月以降は電気代補助の縮小・終了も重なる。名目賃金の伸びが物価上昇に追いつかなくなると、実質賃金は再びマイナス圏に沈みかねない。",[15,3560,45],{"id":45},[11,3562,3563],{},"7月のプラスを支えたのは夏ボーナスの一時効果も大きく、月例賃金だけでの底上げは限られる。企業物価7%台という川上コストが消費者段階へどのペースで転嫁されるかが秋冬の家計の実感を左右しそうだ。10〜11月の消費者物価統計が試金石になる。",[15,3565,51],{"id":51},[11,3567,3568],{},"本記事は情報提供を目的としたもので、投資助言ではありません。記載の数値は執筆時点のもので今後変動する可能性があります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3570},[3571,3572,3573],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-20","7月の実質賃金は前年比+2.4%と7カ月連続プラスだが、秋以降は食品値上げと電気代上昇が重なり再びマイナス圏に転じる可能性がある。企業物価+7.6%とコアCPI+1.8%の「転嫁ギャップ」が当面の焦点だ。",{},"\u002Freading\u002Farticles\u002F2026-09-20-real-wage-autumn-risk","2026-09-20T20:00:00+09:00",{"title":3521,"description":3575},"reading\u002Farticles\u002F2026-09-20-real-wage-autumn-risk",[236,73],"5WvJFZkT1w8wcfXuVhO_yr5eYRe6t1V4ThWLsUpF-1g",{"id":3584,"title":3585,"author":6,"body":3586,"category":62,"dataDate":6,"date":3574,"description":3633,"extension":65,"image":6,"meta":3634,"navigation":67,"path":3635,"publishedAt":3636,"seo":3637,"stem":3638,"tags":3639,"type":6,"updated":6,"__hash__":3640},"articles\u002Freading\u002Farticles\u002F2026-09-20-boj-rate-hike-125pct.md","日銀が政策金利1.25%に引き上げ——31年ぶり水準、変動ローンとNISAへの影響は",{"type":8,"value":3587,"toc":3628},[3588,3598,3600,3607,3618,3620,3623,3625],[11,3589,3590,3591,1793,3595,42],{},"日本銀行は9月18日の金融政策決定会合で、政策金利を従来の1.0%から1.25%へと0.25ポイント引き上げることを決定した。1995年以来約31年ぶりの水準で、物価の上振れリスクを抑えるための追加利上げとなる（",[22,3592,3419],{"href":3593,"rel":3594},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fnd-20260918de50968",[26],[22,3596,315],{"href":1730,"rel":3597},[26],[15,3599,17],{"id":17},[11,3601,3602,3603,3606],{},"決定会合では政策委員9人中2人が反対票を投じる中、賛成多数で可決された（",[22,3604,315],{"href":1730,"rel":3605},[26],"）。今回の利上げは6月会合以来3カ月ぶりで、それまで半年に1回程度だったペースが加速している。背景には、原油高や円安が招く物価の上振れリスクへの警戒がある。",[11,3608,3609,3610,3613,3614,42],{},"住宅ローンへの影響としては、変動型の基準金利は多くの銀行で2027年4月改定分から今回の引き上げが反映される見通しだ（",[22,3611,1754],{"href":438,"rel":3612},[26],"）。変動型と固定型の金利差は過去最大水準まで開いており、ローン選択の判断に影響しそうだ（",[22,3615,315],{"href":3616,"rel":3617},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB277ZH0X20C26A8000000\u002F",[26],[15,3619,45],{"id":45},[11,3621,3622],{},"利上げが続く局面では、預金金利の上昇と住宅ローン負担増が同時に進みやすい。NISA口座で投資信託を保有している場合、金利上昇が債券ファンドや高配当株ファンドの値動きに影響することも頭に入れておきたい。「金利ある世界」が本格化する中で、手元の変動ローン残高や運用中のファンド構成を確認するきっかけにしてみると良いかもしれない。",[15,3624,51],{"id":51},[11,3626,3627],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の商品・銘柄の購入・売却を推奨するものではなく、将来の金利動向や資産価格を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3629},[3630,3631,3632],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日本銀行は9月18日の決定会合で政策金利を1.25%へ引き上げた。1995年以来31年ぶりの水準で、変動型住宅ローンや投資信託にも波及しそうだ。",{},"\u002Freading\u002Farticles\u002F2026-09-20-boj-rate-hike-125pct","2026-09-20T13:00:00+09:00",{"title":3585,"description":3633},"reading\u002Farticles\u002F2026-09-20-boj-rate-hike-125pct",[236,73],"EiyI4Wn7ODP163LLIwLrgH1tjhIhsiq3g7FZ7qNW1Cg",{"id":3642,"title":3643,"author":6,"body":3644,"category":62,"dataDate":6,"date":3574,"description":3696,"extension":65,"image":6,"meta":3697,"navigation":67,"path":3698,"publishedAt":3699,"seo":3700,"stem":3701,"tags":3702,"type":6,"updated":6,"__hash__":3703},"articles\u002Freading\u002Farticles\u002F2026-09-20-boj-rate-hike-yen-weakness.md","日銀が31年ぶり高水準1.25%に利上げ、それでも円安が続くのはなぜか",{"type":8,"value":3645,"toc":3691},[3646,3649,3651,3663,3672,3681,3683,3686,3688],[11,3647,3648],{},"日本銀行が9月17〜18日の金融政策決定会合で政策金利を0.25ポイント引き上げ、1.25%とすることを決めた。1995年以来、およそ31年ぶりの高水準だ。にもかかわらず、ドル円は発表後に156円台から157〜158円台へ上昇（円安方向）。「利上げ＝円高」という直感が通じなかった週末となった。",[15,3650,17],{"id":17},[11,3652,3653,3657,3658,3662],{},[22,3654,3656],{"href":1986,"rel":3655},[26],"日本銀行の9月会合","は賛成7・反対2で利上げを決定。反対した2名はハト派寄りとされ、採決が割れたことが「利上げペースは加速しない」という読みを市場に広げた。植田総裁の会見でも次の利上げ時期は示されなかったため、円買いは続かなかったと",[22,3659,3661],{"href":3475,"rel":3660},[26],"ブルームバーグ","は報じている。",[11,3664,3665,3666,3671],{},"一方、米国では同じ週に米連邦準備制度（FRB）が0.25ポイント利上げして政策金利を3.75〜4.00%とした。米10年国債利回りは",[22,3667,3670],{"href":3668,"rel":3669},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F18\u002Ftreasury-yields-fed-rates-volatile-week.html",[26],"9月18日に5%台を回復","。日銀が1.25%に上げても日米金利差は依然として約2.5〜3ポイントと大きく、円を積極的に買う動機が薄れた格好だ。",[11,3673,3674,3675,3680],{},"ドル円は9月19日時点で158円台前半で推移しており、",[22,3676,3679],{"href":3677,"rel":3678},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F19\u002F060100",[26],"外為どっとコムの週次予想","では次の節目として159円台を挙げている。",[15,3682,45],{"id":45},[11,3684,3685],{},"日銀が動いても日米金利差がすぐには縮まらない構図が続いている。輸入物価への上昇圧力が家計に響きやすいなか、次回会合での追加利上げシグナルの有無と、FRBがいつ利上げを止めるかが当面の焦点になりそうだ。",[15,3687,51],{"id":51},[11,3689,3690],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・金利は今後大きく変動する可能性があり、将来の相場水準を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3692},[3693,3694,3695],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が政策金利を1.25%へ引き上げたにもかかわらず、ドル円は157〜158円台へ上昇。「利上げ＝円高」が通じなかった背景と家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-20-boj-rate-hike-yen-weakness","2026-09-20T09:00:00+09:00",{"title":3643,"description":3696},"reading\u002Farticles\u002F2026-09-20-boj-rate-hike-yen-weakness",[73,236],"S851pZaQXUL9HHkbPWiEX973DQ7gKdq3K2O-AMxa2Bg",{"id":3705,"title":3706,"author":6,"body":3707,"category":62,"dataDate":6,"date":3785,"description":3786,"extension":65,"image":6,"meta":3787,"navigation":67,"path":3788,"publishedAt":3789,"seo":3790,"stem":3791,"tags":3792,"type":6,"updated":6,"__hash__":3793},"articles\u002Freading\u002Farticles\u002F2026-09-19-october-electricity-food-price-hike.md","10月の電気代は過去最高9,307円、9月の食品値上げも年内最多4,531品目",{"type":8,"value":3708,"toc":3780},[3709,3712,3714,3719,3740,3745,3757,3762,3771,3773,3776,3778],[11,3710,3711],{},"今週の日銀利上げ（1.25%）で金融政策は引き締め方向へ進んだが、エネルギーと食品の値上がりは別の動きを見せている。東京電力が公表した10月の電気料金（標準家庭モデル）は約4年ぶりの最高水準となり、9月の食品値上げ品目数も2026年内で最多を記録した。",[15,3713,17],{"id":17},[11,3715,3716],{},[33,3717,3718],{},"10月の電気代が過去最高水準へ",[11,3720,3721,3726,3727,3730,3731,3734,3735,42],{},[22,3722,3725],{"href":3723,"rel":3724},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUC142IV0U6A910C2000000\u002F",[26],"日本経済新聞の報道","によると、東京電力の10月使用分（11月請求分）の標準家庭の電気代は",[33,3728,3729],{},"9,307円","で、9月分から ",[33,3732,3733],{},"1,032円（約11%）の値上がり","となる見通し。ロシアのウクライナ侵攻後の高騰期以来、約4年ぶりの最高水準だ。背景には原油・LNG・石炭の価格上昇（中東情勢の悪化が一因）と、政府の電気代補助金の縮小・終了が重なったことがある（",[22,3736,3739],{"href":3737,"rel":3738},"https:\u002F\u002Fnews.livedoor.com\u002Ftopics\u002Fdetail\u002F32342426\u002F",[26],"ライブドアニュース",[11,3741,3742],{},[33,3743,3744],{},"9月の食品値上げは年内最多の4,531品目",[11,3746,3747,3752,3753,3756],{},[22,3748,3751],{"href":3749,"rel":3750},"https:\u002F\u002Fplastic-pallet.co.jp\u002Fprice-hike-list-2026-september\u002F",[26],"価格改定動向調査（プラスチックパレット社）","によると、2026年9月の食品値上げ品目数は ",[33,3754,3755],{},"4,531品目"," と2026年内で最多。2023年10月以来、単月で4,000品目を超えた。値上げ品目の中心は冷凍食品（ニッスイ・テーブルマーク・ニップンなど）と調味料（しょうゆ・だし製品）で、値上げ理由として原材料高（90.9%）と包装資材コスト上昇（64.0%）が上位を占める。",[11,3758,3759],{},[33,3760,3761],{},"ガソリン補助金は過去最高水準で継続",[11,3763,3764,3765,3770],{},"レギュラーガソリンの全国平均価格は",[22,3766,3769],{"href":3767,"rel":3768},"https:\u002F\u002Fhojyokin-portal.jp\u002Fcolumns\u002Fpetrol_hojyo_teigaku",[26],"9月16日時点で169.9円\u002FL","。政府は9月17〜30日の補助単価を51.0円\u002FLと過去最高水準に設定し、実勢価格の急騰を抑えている。",[15,3772,45],{"id":45},[11,3774,3775],{},"今週の日銀利上げは金融面からの引き締めだが、電気代や食品の値上がりはエネルギー価格・円安・包装資材コストという別要因が主な背景であり、政策金利の動きだけで即座に解消する性質ではない。10月は電気代という固定費が目に見えて増加する局面になりそうで、家計の支出計画の見直しが必要になる世帯も出てきそうだ。",[15,3777,51],{"id":51},[11,3779,3115],{},{"title":56,"searchDepth":57,"depth":57,"links":3781},[3782,3783,3784],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-19","東京電力の10月標準家庭電気代が9,307円（9月比+1,032円）と約4年ぶり最高水準。9月の食品値上げも4,531品目と2026年内最多。日銀利上げ後も家計の物価負担は当面続く。",{},"\u002Freading\u002Farticles\u002F2026-09-19-october-electricity-food-price-hike","2026-09-19T20:00:00+09:00",{"title":3706,"description":3786},"reading\u002Farticles\u002F2026-09-19-october-electricity-food-price-hike",[236,73],"Os7jiBa-UDvFe2XHCrvVIQ4gd8n12RHVH9N7jL1Nwr8",{"id":3795,"title":3796,"author":6,"body":3797,"category":62,"dataDate":6,"date":3785,"description":3842,"extension":65,"image":6,"meta":3843,"navigation":67,"path":3844,"publishedAt":3845,"seo":3846,"stem":3847,"tags":3848,"type":6,"updated":6,"__hash__":3849},"articles\u002Freading\u002Farticles\u002F2026-09-19-megabank-deposit-rate-05-percent.md","3メガバンクが普通預金を年0.5%へ引き上げ｜34年ぶりの水準、11月2日から適用",{"type":8,"value":3798,"toc":3837},[3799,3802,3804,3817,3823,3825,3832,3834],[11,3800,3801],{},"日本銀行が9月18日に政策金利を1.25%へ引き上げたことを受け、三菱UFJ銀行・三井住友銀行・みずほ銀行の3メガバンクは同日、普通預金の金利を**年0.4%から0.5%**へ引き上げると発表した。",[15,3803,17],{"id":17},[11,3805,3806,3807,3812,3813,3816],{},"時事通信の",[22,3808,3811],{"href":3809,"rel":3810},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026091801052&g=eco",[26],"報道","によると、3行はいずれも",[33,3814,3815],{},"2026年11月2日","から普通預金金利を現行の年0.4%から**年0.5%**に引き上げる。年0.5%という水準は1992年8月以来、約34年ぶりの高さとなる。",[11,3818,3819,3820,42],{},"今回の引き上げは日銀の政策金利を0.25%引き上げ年1.25%とした決定に連動したもの。銀行が調達コストの上昇分を預金金利に反映する形で、利上げ局面での標準的な動きだ。定期預金（1年物）については、メガバンク各行で既に年0.5%前後に達しており、今後の追加利上げ観測とあわせてさらなる引き上げを見込む声もある（",[22,3821,1754],{"href":438,"rel":3822},[26],[15,3824,45],{"id":45},[11,3826,3827,3828,3831],{},"普通預金0.5%は「ゼロ金利時代」と比べると大きな変化だが、生活防衛の観点では引き続き",[33,3829,3830],{},"ネット銀行やネット系定期預金との比較","が有効だ。ネット銀行の中には既に年0.7〜1.0%超を提示する例もあり、残高規模によっては移し替えの実額効果が出やすい水準になってきている。",[15,3833,51],{"id":51},[11,3835,3836],{},"本記事は情報提供を目的としたもので、投資助言・金融商品の推奨ではありません。金利は各行の判断により変更される場合があります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3838},[3839,3840,3841],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀の9月利上げを受け、三菱UFJ・三井住友・みずほが普通預金金利を年0.4%→0.5%へ。1992年8月以来34年ぶりの水準で、11月2日から適用。",{},"\u002Freading\u002Farticles\u002F2026-09-19-megabank-deposit-rate-05-percent","2026-09-19T13:00:00+09:00",{"title":3796,"description":3842},"reading\u002Farticles\u002F2026-09-19-megabank-deposit-rate-05-percent",[236,73],"ubnnkttIaLc85TcW3wUjCvzBL0UM8wigy22Nwk6Zkp0",{"id":3851,"title":3852,"author":6,"body":3853,"category":62,"dataDate":6,"date":3785,"description":3911,"extension":65,"image":6,"meta":3912,"navigation":67,"path":3913,"publishedAt":3914,"seo":3915,"stem":3916,"tags":3917,"type":6,"updated":6,"__hash__":3918},"articles\u002Freading\u002Farticles\u002F2026-09-19-fed-boj-rate-hike-yen-weakness.md","米FRBと日銀が同日利上げ、それでも円は157円台へ下落",{"type":8,"value":3854,"toc":3906},[3855,3858,3860,3878,3896,3898,3901,3903],[11,3856,3857],{},"前日9月16〜18日にかけ、米連邦準備理事会（FRB）と日本銀行が相次いで利上げを決定した。米国では約3年2カ月ぶりの利上げとなり、日銀も同18日に追随。ところが円相場は利上げ後に157円台まで下落し、「利上げしても円安」という状況が続いている。",[15,3859,17],{"id":17},[11,3861,3862,3865,3868,3869,3873,3874,42],{},[33,3863,3864],{},"米FRBが3年2カ月ぶりの利上げ",[3866,3867],"br",{},"\nFRBは9月16日に閉幕したFOMCで政策金利を0.25%引き上げ、3.75〜4.00%とした。2023年7月以来、約3年2カ月ぶりの利上げ再開で、ウォーシュFRB議長は「インフレが高すぎる状況が長く続いている」と語った（",[22,3870,3397],{"href":3871,"rel":3872},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN16BZ10W6A910C2000000\u002F",[26],"）。利上げ発表後、NYダウは一時900ドル超の急落となり、引けは前日比631ドル（1.2%）安の5万1461ドルと約3カ月ぶりの安値を更新した（",[22,3875,3397],{"href":3876,"rel":3877},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN16C0C0W6A910C2000000\u002F",[26],[11,3879,3880,3883,3885,3886,3891,3892,42],{},[33,3881,3882],{},"日銀も同18日に0.25%利上げ",[3866,3884],{},"\n日本銀行は9月18日の金融政策決定会合で政策金利を0.25%引き上げ1.25%とすることを決めた。賛成7・反対2での可決（",[22,3887,3890],{"href":3888,"rel":3889},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F379419",[26],"みんかぶ FX","）。しかし市場は声明文を「追加利上げを急がないトーン」と読み、決定直後から円売りが優勢に。ドル円は157.327円まで上昇した（",[22,3893,849],{"href":3894,"rel":3895},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F18\u002F193200",[26],[15,3897,45],{"id":45},[11,3899,3900],{},"日米両国が同日に金利を引き上げながらも円安が続く背景には、「日銀の利上げペースが米国に追いつかない」という市場の見立てがある。円安は輸入物価の高止まりを通じて食品・エネルギーコストに影響しやすく、家計目線では当面、物価上昇圧力が続く可能性がある。今後の焦点は10月以降の日銀会合で追加利上げの姿勢が明確に示されるかどうかだ。",[15,3902,51],{"id":51},[11,3904,3905],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の為替相場や金利水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":3907},[3908,3909,3910],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"FRBが3年2カ月ぶりに利上げ（3.75〜4.00%）、日銀も同日0.25%引き上げ1.25%に。それでも円安が進んだ背景と家計への波及を整理します。",{},"\u002Freading\u002Farticles\u002F2026-09-19-fed-boj-rate-hike-yen-weakness","2026-09-19T09:00:00+09:00",{"title":3852,"description":3911},"reading\u002Farticles\u002F2026-09-19-fed-boj-rate-hike-yen-weakness",[164,236],"xYcl0n7b2p3RVQdnRLr7RHn-2FHir_hAdTBgA0J0Xbk",{"id":3920,"title":3921,"author":6,"body":3922,"category":62,"dataDate":6,"date":3967,"description":3968,"extension":65,"image":6,"meta":3969,"navigation":67,"path":3970,"publishedAt":3971,"seo":3972,"stem":3973,"tags":3974,"type":6,"updated":6,"__hash__":3975},"articles\u002Freading\u002Farticles\u002F2026-09-18-nikkei-65000-yen-weak-after-boj.md","日経平均65,000円台回復、日銀利上げ後に円安157円台──9月18日の市場総括",{"type":8,"value":3923,"toc":3962},[3924,3927,3929,3937,3946,3953,3955,3958,3960],[11,3925,3926],{},"9月18日の東京株式市場では、日銀の追加利上げ決定を好感した買いが後場にかけて拡大。日経平均株価は前日比882円70銭高の6万5018円95銭で大引けとなり、3日続伸で6万5000円台を約10日ぶりに回復した。一方、利上げ後に円安が加速するという「逆説的」な展開が続いており、家計目線ではやや複雑な一日となった。",[15,3928,17],{"id":17},[11,3930,3931,3936],{},[22,3932,3935],{"href":3933,"rel":3934},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1765I0X10C26A9000000\u002F",[26],"日本経済新聞の大引け報道","によると、上昇をけん引したのはアドバンテスト・東京エレクトロン・キオクシアなど半導体関連で、3銘柄だけで700円以上の上昇に貢献。日銀利上げ後に円安が進んだことで輸出企業の採算改善期待が浮上し、海外短期筋による先物買いが膨らんだ。",[11,3938,3939,3940,3945],{},"外国為替市場では、利上げ決定の発表後に円安が進行。ドル円は156円20銭台から",[22,3941,3944],{"href":3942,"rel":3943},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F379432",[26],"一時157円14銭まで上昇","し、その後のロンドン市場では158円台（9月3日以来の高値）に達した。",[11,3947,3948,3949,3952],{},"円安が進んだ背景として、",[22,3950,1645],{"href":3894,"rel":3951},[26],"では「利上げ採決が賛成7・反対2と全会一致ではなく、市場がハト派サインと読んだ」と指摘されている。日本の8月CPI（前年比+1.9%）が日銀の目標を8カ月連続で下回っていたことも、今後の利上げペースが緩やかになるとの見方を後押しした。",[15,3954,45],{"id":45},[11,3956,3957],{},"利上げによる円高を期待していた向きには肩透かしの展開だが、逆に言えば「円安が続きやすい」環境はまだ変わっていない。ドル円が157〜158円台で高止まりすれば、輸入する食料品・エネルギー・日用品のコストへの下押し圧力は弱く、家計の物価負担が和らぐ時期はもう少し先にずれ込む可能性がある。",[15,3959,51],{"id":51},[11,3961,3115],{},{"title":56,"searchDepth":57,"depth":57,"links":3963},[3964,3965,3966],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-18","日銀が利上げを決定したにもかかわらず円安が進行し、ドル円は一時157円台へ。日経平均は前日比882円高の65,018円と3日続伸した。円安が続けば輸入物価を通じた家計負担は増す可能性がある。",{},"\u002Freading\u002Farticles\u002F2026-09-18-nikkei-65000-yen-weak-after-boj","2026-09-18T20:00:00+09:00",{"title":3921,"description":3968},"reading\u002Farticles\u002F2026-09-18-nikkei-65000-yen-weak-after-boj",[236,73],"39ZqanQKa4xa63_suJ0P2aQoIM8ct8EKFYSAZrpBslk",{"id":3977,"title":3978,"author":6,"body":3979,"category":62,"dataDate":6,"date":3967,"description":4033,"extension":65,"image":6,"meta":4034,"navigation":67,"path":4035,"publishedAt":4036,"seo":4037,"stem":4038,"tags":4039,"type":6,"updated":6,"__hash__":4040},"articles\u002Freading\u002Farticles\u002F2026-09-18-boj-rate-hike-1-25.md","日銀が政策金利を1.25%に引き上げ｜住宅ローンへの波及は年末以降",{"type":8,"value":3980,"toc":4028},[3981,3988,3990,4003,4015,4017,4024,4026],[11,3982,3983,3984,3987],{},"日本銀行は9月17〜18日の金融政策決定会合で、政策金利を0.25ポイント引き上げ、",[33,3985,3986],{},"年1.25%"," とすることを決定しました。1995年以来31年ぶりの水準で、6月会合以来3カ月ぶりの利上げです。",[15,3989,17],{"id":17},[11,3991,3992,3995,3996,3998,3999,42],{},[22,3993,3725],{"href":1986,"rel":3994},[26],"によると、今回の利上げは原油高・円安による物価の上振れリスクを抑制するのが主な狙いです。企業物価指数（PPI）は8月に前年比 ",[33,3997,3551],{},"（3カ月連続で7%超）を記録した一方、コアCPIは+1.8%にとどまっており、川上コストがまだ小売価格に十分転嫁されていない段階での予防的な引き締めといえます（",[22,4000,4002],{"href":1511,"rel":4001},[26],"株帳・詳報",[11,4004,4005,4006,4009,4010,42],{},"為替市場では本稿時点でドル円が ",[33,4007,4008],{},"156円台"," で推移しており、前日比ではやや円高方向となっています（",[22,4011,4014],{"href":4012,"rel":4013},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_18_usdjpy\u002F",[26],"OANDA外国為替情報",[15,4016,45],{"id":45},[11,4018,4019,4020,4023],{},"変動金利型住宅ローンへの影響は、各金融機関の適用タイミングに左右されます。前回6月の利上げ分が年末ごろ反映される事例が多いことを踏まえると、今回分は ",[33,4021,4022],{},"2027年初が一つの目安"," になりそうです。一方、普通預金・定期預金の金利は利上げに連動して引き上げが見込まれており、預貯金を多く持つ家計にはプラスに働く側面もあります。",[15,4025,51],{"id":51},[11,4027,3115],{},{"title":56,"searchDepth":57,"depth":57,"links":4029},[4030,4031,4032],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月18日の会合で政策金利を1.0%→1.25%へ引き上げ決定。1995年以来31年ぶりの水準で、変動金利型住宅ローンへの上乗せは年末から2027年初が目安。",{},"\u002Freading\u002Farticles\u002F2026-09-18-boj-rate-hike-1-25","2026-09-18T13:00:00+09:00",{"title":3978,"description":4033},"reading\u002Farticles\u002F2026-09-18-boj-rate-hike-1-25",[236,73],"xy3LXG-4qVWqX-Lln7Zv4TlqfEsK3B1lAbhc-btdcMU",{"id":4042,"title":4043,"author":6,"body":4044,"category":62,"dataDate":6,"date":3967,"description":4089,"extension":65,"image":6,"meta":4090,"navigation":67,"path":4091,"publishedAt":4092,"seo":4093,"stem":4094,"tags":4095,"type":6,"updated":6,"__hash__":4096},"articles\u002Freading\u002Farticles\u002F2026-09-18-fomc-rate-hike-usd-jpy-156.md","FOMCが約3年ぶり利上げ、米10年債5%台突破——ドル円156円台で日本家計に圧力",{"type":8,"value":4045,"toc":4084},[4046,4049,4051,4060,4067,4074,4076,4079,4081],[11,4047,4048],{},"米連邦準備制度理事会（FRB）は日本時間9月17日早朝に9月FOMCの結果を公表し、政策金利を0.25%引き上げ3.75〜4.00%とすることを12対0の全会一致で決定した。利上げは約3年ぶり。同日のNYダウは-631.21ドル（終値51,461.90ドル、-1.21%）と大幅下落し、米10年債利回りは一時5%台を突破。ドル円は156円台前半まで急伸した。",[15,4050,17],{"id":17},[11,4052,4053,4054,4059],{},"FOMCは政策金利を現行の3.50〜3.75%から3.75〜4.00%へ引き上げた（",[22,4055,4058],{"href":4056,"rel":4057},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Ffomc-sep-2026-review\u002F",[26],"OANDA Japan、2026年9月17日","）。同時に公表されたドット・チャートでは2026年末の政策金利中央値が4.1%と示され、年内にもう1回の追加利上げが示唆された。",[11,4061,4062,4063,42],{},"この決定を受けて米10年債利回りは一時5.02%台まで上昇し、株式市場では高金利が企業の資金調達コストを押し上げるとの懸念からNYダウが一時900ドル超の下げ幅を記録。終値は51,461.90ドル（前日比-631.21ドル、-1.21%）で引けた（",[22,4064,4058],{"href":4065,"rel":4066},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_17_us30\u002F",[26],[11,4068,4069,4070,42],{},"為替市場ではFOMC発表前の円買い局面で一時154円台後半まで円高が進んだものの、利上げ決定後は一転してドル買いが急加速し、156.42円まで急伸。156円台前半で取引を終えた（",[22,4071,4058],{"href":4072,"rel":4073},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_17_usdjpy\u002F",[26],[15,4075,45],{"id":45},[11,4077,4078],{},"米10年債利回りが5%台に乗せたことで日米金利差は拡大方向にあり、円安圧力が続きやすい。1ドル156円台の円安は輸入エネルギーや食料品のコストに上乗せされやすく、家計の物価負担が再び重くなる可能性がある。年内追加利上げの観測が残る中、日銀が引き締めペースを加速するかどうかが円相場の当面の分岐点となる。",[15,4080,51],{"id":51},[11,4082,4083],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別の投資商品・銘柄の売買を推奨するものではなく、将来の為替・金利・物価動向を保証しません。最終的な投資判断はご自身の責任でお行いください。",{"title":56,"searchDepth":57,"depth":57,"links":4085},[4086,4087,4088],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月FOMCが0.25%利上げを全会一致で決定し、米10年債利回りが一時5%台に。ドル円は156円台前半へ急伸し、輸入コストを通じた物価上昇圧力が再び高まりつつある。",{},"\u002Freading\u002Farticles\u002F2026-09-18-fomc-rate-hike-usd-jpy-156","2026-09-18T09:00:00+09:00",{"title":4043,"description":4089},"reading\u002Farticles\u002F2026-09-18-fomc-rate-hike-usd-jpy-156",[236,164],"_odPUHaLAonMAQ4b551oO7TFcLjQsBhPMm6U2AoKrIE",{"id":4098,"title":4099,"author":6,"body":4100,"category":62,"dataDate":6,"date":4166,"description":4167,"extension":65,"image":6,"meta":4168,"navigation":67,"path":4169,"publishedAt":4170,"seo":4171,"stem":4172,"tags":4173,"type":6,"updated":6,"__hash__":4174},"articles\u002Freading\u002Farticles\u002F2026-09-17-boj-rate-hike-1-25-september.md","日銀が政策金利1.25%へ引き上げ方針——6月から3カ月・31年ぶり水準",{"type":8,"value":4101,"toc":4161},[4102,4113,4115,4130,4137,4144,4151,4153,4156,4158],[11,4103,4104,4105,4108,4109,4112],{},"日本銀行は9月17〜18日の金融政策決定会合で、政策金利を現在の1.0%から",[33,4106,4107],{},"1.25%へ0.25%引き上げる方針を最終判断","する見通しです（",[22,4110,315],{"href":1986,"rel":4111},[26],"）。1.25%は1995年以来31年ぶりの水準で、前回6月会合からわずか3カ月という、2024年3月の利上げ局面入り以来最短ペースによる追加利上げとなります。",[15,4114,17],{"id":17},[11,4116,4117,4118,4121,4122,4125,4126,4129],{},"日銀が利上げを急ぐ背景には、",[33,4119,4120],{},"川上と川下の物価ギャップ","があります。8月の企業物価指数（輸入コストなど川上）は前年比**+7.6%",[33,4123,4124],{},"と3カ月連続7%台で推移している一方、7月のコアCPI（生鮮食品を除く消費者物価）は","+1.8%**にとどまっています（",[22,4127,1740],{"href":1511,"rel":4128},[26],"）。川上のコスト高が小売段階にまだ転嫁されておらず、今後さらに物価が押し上げられるリスクを、日銀は「予防的」に抑えにいく構えです。",[11,4131,4132,4133,42],{},"金融市場では2027年半ばに政策金利が1.75%へ到達するシナリオがほぼ織り込まれており、2%近辺も射程に入ったとの見方も出ています（",[22,4134,315],{"href":4135,"rel":4136},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL143ZHTU6A910C2000000\u002F",[26],[11,4138,4139,4140,4143],{},"住宅ローンへの影響については、今回の利上げが短期プライムレートに反映された後、変動型の基準金利にタイムラグを経て波及する流れとなります（",[22,4141,1754],{"href":511,"rel":4142},[26],"）。大手行はすでに6月利上げ分（+0.25%）を反映済みで、今回分は次回の基準金利見直し後に適用される見込みです。",[11,4145,4146,4147,42],{},"当日の日経平均株価は前日比+0.33%程度の小幅高で引け、利上げの織り込みは比較的穏やかなかたちで市場に消化されました（",[22,4148,992],{"href":4149,"rel":4150},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fquote\u002F998407.O\u002Fhistory",[26],[15,4152,45],{"id":45},[11,4154,4155],{},"変動型住宅ローンを抱えている世帯には、今後の基準金利の見直しタイミングと返済額への影響を確認しておく機会です。一方で利上げは預金金利にも波及するため、低リターンとされてきた普通預金・定期預金の条件が改善する可能性もあります。",[15,4157,51],{"id":51},[11,4159,4160],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金融商品の売買を推奨するものではなく、将来の金利・物価・市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":4162},[4163,4164,4165],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-17","日銀が9月17〜18日会合で政策金利を1.0%から1.25%へ引き上げる見通し。企業物価7.6%高が続くなか予防的利上げを加速、変動型住宅ローンへの波及が焦点。",{},"\u002Freading\u002Farticles\u002F2026-09-17-boj-rate-hike-1-25-september","2026-09-17T20:00:00+09:00",{"title":4099,"description":4167},"reading\u002Farticles\u002F2026-09-17-boj-rate-hike-1-25-september",[236,73],"EVrCfXO46_QS1-nxANyvViGybM5BfVATlWsimKb-iqc",{"id":4176,"title":4177,"author":6,"body":4178,"category":62,"dataDate":6,"date":4166,"description":4235,"extension":65,"image":6,"meta":4236,"navigation":67,"path":4237,"publishedAt":4238,"seo":4239,"stem":4240,"tags":4241,"type":6,"updated":6,"__hash__":4242},"articles\u002Freading\u002Farticles\u002F2026-09-17-fomc-rate-hike-boj-meeting-yen.md","FOMCタカ派利上げでドル円155円台・日銀18日公表——変動ローン世帯は要注目",{"type":8,"value":4179,"toc":4230},[4180,4183,4185,4191,4199,4211,4213,4226,4228],[11,4181,4182],{},"米連邦準備制度理事会（FRB）が日本時間9月17日午前3時にFOMC声明を公表、政策金利を0.25%引き上げ3.75〜4.00%とすることを12対0の全会一致で決定した。利上げは約3年ぶりで、ドル円は154円台へ一時下落した後に155.30円へ急反発。東京前場は「FOMC後円安」の流れを引き継ぐ展開となっている。同日から始まった日銀金融政策決定会合（17〜18日）では、政策金利を1.00%から1.25%へ引き上げる方向が報じられており、結果は18日に公表される予定だ。",[15,4184,17],{"id":17},[11,4186,4187,4188,42],{},"米FRBは9月16日（現地時間）のFOMCで政策金利を3.50〜3.75%から**3.75〜4.00%**へ引き上げた。12対0の全会一致で、従来の慎重派を含む全メンバーが賛成に回った。合わせて公表したドットプロット（政策金利見通し）では年内あと1回の追加利上げを示唆するなど、事前予想以上のタカ派姿勢が確認された（",[22,4189,4058],{"href":4056,"rel":4190},[26],[11,4192,4193,4194,42],{},"外為市場ではFOMC直後にドル円が154円台へ一時下落したものの、タカ派ドットプロットへの反応で155.30円まで急反発。東京前場も155円台での推移が続いている（",[22,4195,4198],{"href":4196,"rel":4197},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F17\u002F083041",[26],"外為どっとコム マネ育チャンネル、2026年9月17日",[11,4200,4201,4202,4205,4206,4210],{},"一方、国内では日銀が17〜18日の金融政策決定会合を開催中。日本経済新聞などの報道によれば、政策金利を現在の",[33,4203,4204],{},"1.00%から1.25%に引き上げる","方針とされ（",[22,4207,4209],{"href":1986,"rel":4208},[26],"日本経済新聞、2026年9月10日","）、実現すれば1995年4月以来約31年半ぶりの水準となる。結果は18日に公表され、その後に植田総裁の記者会見が予定されている。",[15,4212,45],{"id":45},[11,4214,4215,4216,4219,4220,4225],{},"日米がほぼ同時期に利上げ方向という異例の局面だ。FRBの追加利上げ示唆は米金利を押し上げ円安要因になりやすい一方、日銀が1.25%に引き上げれば日米金利差の縮小には多少寄与する。ただ実際の水準差（米4%台 vs 日1.25%）はまだ大きく、円高へ急転する条件は現時点では限られる。変動金利住宅ローンを抱える世帯への直撃が近く、1.25%への利上げが適用されれば",[33,4217,4218],{},"年間の返済負担は平均約1.9万円増","との試算もある（",[22,4221,4224],{"href":4222,"rel":4223},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F69610c56-2b57-424c-bb96-3ffffcb640dd",[26],"BigGoファイナンス、2026年9月","）。一方、定期預金や普通預金には金利上昇の恩恵が及びやすく、特に金融資産を多く持つ50代以上の世帯でプラス効果が見込まれる。",[15,4227,51],{"id":51},[11,4229,4083],{},{"title":56,"searchDepth":57,"depth":57,"links":4231},[4232,4233,4234],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米FRBが約3年ぶりに25bp利上げ（3.75–4%へ）、ドル円は155円台へ急反発。日銀は17〜18日の会合で1.0%→1.25%への追加利上げを審議中。住宅ローン世帯の家計負担と預金金利の変化を整理した。",{},"\u002Freading\u002Farticles\u002F2026-09-17-fomc-rate-hike-boj-meeting-yen","2026-09-17T13:00:00+09:00",{"title":4177,"description":4235},"reading\u002Farticles\u002F2026-09-17-fomc-rate-hike-boj-meeting-yen",[73,236],"Zpr3tIWnePxEJtdMr9-VFeBHxBKU36iDCkUoJHYh7z4",{"id":4244,"title":4245,"author":6,"body":4246,"category":62,"dataDate":6,"date":4166,"description":4298,"extension":65,"image":6,"meta":4299,"navigation":67,"path":4300,"publishedAt":4301,"seo":4302,"stem":4303,"tags":4304,"type":6,"updated":6,"__hash__":4305},"articles\u002Freading\u002Farticles\u002F2026-09-17-fomc-rate-hike-yen-160.md","FRBが3年ぶり利上げ、ドル円160円台——ウォーシュ議長の追加利上げ示唆で円安再燃",{"type":8,"value":4247,"toc":4293},[4248,4251,4253,4261,4268,4276,4284,4286,4289,4291],[11,4249,4250],{},"米連邦準備制度理事会（FRB）は9月15〜16日のFOMC（連邦公開市場委員会）で、政策金利（フェデラルファンド金利誘導目標）を0.25%引き上げ、3.75〜4%とすることを全会一致（12対0）で決定した。利上げは2023年7月以来約3年ぶり。ウォーシュ議長は記者会見でインフレ鈍化が不十分と強調し、年内のさらなる利上げも示唆したことで市場はリスクオフへ傾き、ドル円は160円台まで円安が進行した。",[15,4252,17],{"id":17},[11,4254,4255,4256,42],{},"FOMCの全会一致による0.25%利上げを受け、政策金利誘導目標は3.75〜4.00%に引き上げられた。2023年7月以来約3年ぶりの利上げとなる（",[22,4257,4260],{"href":4258,"rel":4259},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F16\u002Ffed-rate-decision-september-2026.html",[26],"CNBC、2026年9月16日",[11,4262,4263,4264,42],{},"ウォーシュ議長は記者会見で「インフレが目標の2%に向けて十分な速さで低下するという確信が持てなかった」「現在の金融環境は抑制的とは言い難い」と述べ、年内の追加利上げを示唆した。FOMCのドットプロット（金利見通し）は年内にもう1回の利上げ（10月を想定）を示しており、市場の追加利上げ確率は会見後に約50%に上昇した（",[22,4265,4058],{"href":4266,"rel":4267},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_17_us500\u002F",[26],[11,4269,4270,4271,42],{},"NY株式市場は3指数とも下落。ダウ平均は前日比631.21ドル安（−1.21%）の51,461.90ドル、S&P500は0.45%安の7,551.81、ナスダック総合は0.01%安の25,978.42で引けた。米10年債利回りは5%台に乗せた（",[22,4272,4275],{"href":4273,"rel":4274},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-sept-16-2026",[26],"TheStreet、2026年9月16日",[11,4277,4278,4279,42],{},"外国為替市場では、ウォーシュ議長の発言後にドル買い・円売りが加速し、ドル円は会見前の159円台中盤から160.15円まで上昇。約1ヶ月ぶりの円安水準となった（",[22,4280,4283],{"href":4281,"rel":4282},"https:\u002F\u002Ffinance.biggo.com\u002Fnews\u002F7c2008e1-d5d7-4ebc-aa4a-b5849f6e4113",[26],"BigGo Finance、2026年9月16日",[15,4285,45],{"id":45},[11,4287,4288],{},"米金利の上昇は日米金利差を広げる方向に働くため、円安圧力が続きやすい。円安が続けば輸入食材・エネルギー・日用品など家計が直接触れる品目の価格に上方圧力が加わりやすく、日銀が今後の利上げを判断する材料にもなる。一方で日銀の政策スタンス次第では円安の歯止めになる可能性もあり、今後の日銀金融政策決定会合の動向が引き続き焦点となりそうだ。",[15,4290,51],{"id":51},[11,4292,4083],{},{"title":56,"searchDepth":57,"depth":57,"links":4294},[4295,4296,4297],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米FOMCが9月16日（現地時間）に0.25%の利上げを全会一致で決定（政策金利3.75〜4%）。ダウは631ドル安、ドル円は160円台に乗せ約1ヶ月ぶりの円安水準。ウォーシュ議長が追加利上げを示唆し輸入物価への波及が注目される。",{},"\u002Freading\u002Farticles\u002F2026-09-17-fomc-rate-hike-yen-160","2026-09-17T09:00:00+09:00",{"title":4245,"description":4298},"reading\u002Farticles\u002F2026-09-17-fomc-rate-hike-yen-160",[164,236],"t0-gHAfNKx3FcsaAw58qKZbWo_4GjEcT6_4wPUfZ-pw",{"id":4307,"title":4308,"author":6,"body":4309,"category":62,"dataDate":6,"date":4368,"description":4369,"extension":65,"image":6,"meta":4370,"navigation":67,"path":4371,"publishedAt":4372,"seo":4373,"stem":4374,"tags":4375,"type":6,"updated":6,"__hash__":4376},"articles\u002Freading\u002Farticles\u002F2026-09-16-fomc-boj-double-meeting-yen.md","今夜FOMC、明日は日銀——ドル円155円台・日経+439円、これからの72時間が家計を左右する",{"type":8,"value":4310,"toc":4363},[4311,4318,4320,4335,4346,4354,4356,4359,4361],[11,4312,4313,4314,4317],{},"9月16日の東京株式市場は、日経平均株価が前日比438.90円高（+0.69%）の63,923円で大引けした（",[22,4315,992],{"href":4149,"rel":4316},[26],"）。一方、今夜から明日にかけて米FOMCと日銀金融政策決定会合が連続して結果を出す「ダブル会合ウィーク」の山場が来る。どちらもドル円を大きく動かしうるイベントであり、輸入物価や住宅ローン金利に波及する点で家計目線でも見逃せない局面だ。",[15,4319,17],{"id":17},[11,4321,4322,4329,4330,42],{},[33,4323,4324,4325,4328],{},"FOMC（米連邦公開市場委員会）",[33,4326,4327],{},"は現地時間9月15〜16日に開催されており、日本時間9月17日（木）午前3時に政策金利の決定が発表される。市場はこの会合で0.25%の利上げを","92%前後","の確率で織り込んでおり、実施されれば約3年ぶりの利上げとなる。パウエル後任のウォーシュFRB議長の記者会見は同3時30分から行われ、年内追加利上げのパスを示すドット・チャートも改定される予定だ（",[22,4331,4334],{"href":4332,"rel":4333},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Ffomc-sep-2026-preview\u002F",[26],"OANDA、2026年9月",[11,4336,4337,4340,4341,42],{},[33,4338,4339],{},"日銀金融政策決定会合","は翌9月17〜18日に開催される。6月会合で政策金利を1.00%へ引き上げており、市場では今回の会合での1.25%への追加利上げが有力視されている。FOMCの発表からわずか約33時間後に日銀の結果が出るという異例の「連続イベント」だ（",[22,4342,4345],{"href":4343,"rel":4344},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F15\u002F090000",[26],"外為どっとコム、2026年9月15日",[11,4347,4348,4349,42],{},"ドル円は16日の東京・欧州市場を通じて155円台前半で推移した（",[22,4350,4353],{"href":4351,"rel":4352},"https:\u002F\u002Fwww.chunichi.co.jp\u002Farticle\u002F1311331",[26],"中日新聞、2026年9月16日",[15,4355,45],{"id":45},[11,4357,4358],{},"FOMCが市場予想通り利上げを決め、かつドット・チャートが追加利上げを示唆するタカ派な内容になれば、日米金利差が広がる方向に働き円安圧力が強まりやすい。反対に、日銀が同週に追加利上げを実施すれば日米金利差が縮小し、円高・ドル安方向への揺り戻しが生じる可能性もある。両方の結果が出るまでは「どちらにも振れる二重の綱引き」となり、ドル円が急変動する局面が今夜から明日にかけて集中するとみておくのが自然だ。円安が続けば輸入食料品やエネルギー価格の高止まりが長引き、円高に転じれば輸入物価の押し下げ要因となる。変動金利型の住宅ローンを持つ方は、日銀の追加利上げが決まった場合の影響も念頭に置いておきたい。",[15,4360,51],{"id":51},[11,4362,4083],{},{"title":56,"searchDepth":57,"depth":57,"links":4364},[4365,4366,4367],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-16","FOMC利上げ確率が市場で92%超に達し、今夜（日本時間17日3時）結果が出る。翌日銀会合と合わさった「ダブル会合」が、ドル円・住宅ローン・輸入物価を左右する正念場だ。",{},"\u002Freading\u002Farticles\u002F2026-09-16-fomc-boj-double-meeting-yen","2026-09-16T20:00:00+09:00",{"title":4308,"description":4369},"reading\u002Farticles\u002F2026-09-16-fomc-boj-double-meeting-yen",[236,73],"x_l5Z5S1T8cvKBUzAVdszMEYUU0Hqn1BY0CuZ_zs0qI",{"id":4378,"title":4379,"author":6,"body":4380,"category":62,"dataDate":6,"date":4368,"description":4418,"extension":65,"image":6,"meta":4419,"navigation":67,"path":4420,"publishedAt":4421,"seo":4422,"stem":4423,"tags":4424,"type":6,"updated":6,"__hash__":4425},"articles\u002Freading\u002Farticles\u002F2026-09-16-boj-september-rate-hike.md","明日の日銀会合で利上げ観測──変動金利ローンへの影響は",{"type":8,"value":4381,"toc":4413},[4382,4388,4390,4397,4403,4405,4408,4410],[11,4383,4384,4385,42],{},"日銀（日本銀行）は明日9月17日から18日にかけて金融政策決定会合を開催する。報道によれば政策金利を現在の1.00%から**1.25%**へ引き上げる方針で、2024年3月以降の利上げ局面では最短となる3か月間隔での追加利上げとなる見込みです（",[22,4386,315],{"href":1986,"rel":4387},[26],[15,4389,17],{"id":17},[11,4391,4392,4393,4396],{},"植田和男総裁ら執行部が1.25%への引き上げを提案し、9人の政策委員の賛成多数で決定される見通し。利上げの背景には、原油高や円安に起因する",[33,4394,4395],{},"物価の上振れリスクの抑制","があるとされています。1.25%は1995年以来の水準になります。",[11,4398,4399,4400,42],{},"住宅ローン市場ではすでに先行反応が出ています。三菱UFJ銀行・三井住友銀行・楽天銀行などが今秋にかけて変動金利を引き上げており、2026年9月時点のメガバンク平均は約1.248%、ネット銀行平均は約1.292%となっています。今回の利上げ決定を受け、10月から変動金利をさらに引き上げる銀行が出てくると予想されます（",[22,4401,1754],{"href":438,"rel":4402},[26],[15,4404,45],{"id":45},[11,4406,4407],{},"変動型の住宅ローンを抱えている方は、10月以降の適用金利・返済額の変化を今のうちに確認しておく機会です。0.25%刻みの緩やかな利上げが続く場合、月々の影響は限定的になることもありますが、借入残高が大きいほど金利上昇の累積効果は大きくなります。",[15,4409,51],{"id":51},[11,4411,4412],{},"本記事は情報提供を目的としたものであり、投資助言・借入のアドバイスではありません。住宅ローンの条件変更や返済計画の見直しは、金融機関や専門家への相談のうえ、ご自身の判断で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":4414},[4415,4416,4417],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月17〜18日に金融政策決定会合を開催。政策金利を1.00%から1.25%に引き上げる見通しで、変動型住宅ローンの借り手は秋以降の返済額の変化に注意が必要です。",{},"\u002Freading\u002Farticles\u002F2026-09-16-boj-september-rate-hike","2026-09-16T13:00:00+09:00",{"title":4379,"description":4418},"reading\u002Farticles\u002F2026-09-16-boj-september-rate-hike",[236,73],"i1N5NDBR5Jvq4r6edFiKgz1qdwg_jkJm7-G2TdpNwjE",{"id":4427,"title":4428,"author":6,"body":4429,"category":62,"dataDate":6,"date":4368,"description":4488,"extension":65,"image":6,"meta":4489,"navigation":67,"path":4490,"publishedAt":4491,"seo":4492,"stem":4493,"tags":4494,"type":6,"updated":6,"__hash__":4495},"articles\u002Freading\u002Farticles\u002F2026-09-16-fomc-boj-rate-decision-week.md","本日からFOMC開催・利上げ確率9割超——日銀会合も重なる「日米金融政策ウィーク」でドル円・物価に注意",{"type":8,"value":4430,"toc":4483},[4431,4434,4436,4448,4460,4468,4474,4476,4479,4481],[11,4432,4433],{},"米連邦公開市場委員会（FOMC）が本日9月16日（現地時間）に開幕する。市場の利上げ確率は9割超に上昇し、米10年債利回りは5%に迫る水準で推移。翌17〜18日には日本銀行の金融政策決定会合も控えており、日米の政策金利が同時に動く可能性のある「金融政策ウィーク」に突入している。",[15,4435,17],{"id":17},[11,4437,4438,4439,4442,4443,42],{},"9月FOMC（16〜17日、結果発表は日本時間17日早朝）では0.25ポイントの利上げが9割超の確率で織り込まれている（",[22,4440,4345],{"href":4343,"rel":4441},[26],"）。直前の9月11日時点では71.6%だった利上げ確率が、その後の物価指標を受けて急上昇した形だ（",[22,4444,4447],{"href":4445,"rel":4446},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260911\u002F869587.html",[26],"財経新聞、2026年9月11日",[11,4449,4450,4451,4454,4455,42],{},"米10年債利回りは9月15日時点で4.951%と5%目前まで浮上しており（",[22,4452,4447],{"href":4445,"rel":4453},[26],"）、前日比2%超の上昇率を記録した。これを受けて15日のNYダウは約152ドル安（52,421ドル）と小幅下落で引けた（",[22,4456,4459],{"href":4457,"rel":4458},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260915\u002F870124.html",[26],"財経新聞、2026年9月15日",[11,4461,4462,4463,42],{},"ドル円はFOMC開幕を控えて154円台前半で推移。原油価格の上昇も重なり、円安・資源高の双方向から輸入コスト圧力がかかっている状況だ（",[22,4464,4467],{"href":4465,"rel":4466},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_15_usdjpy\u002F",[26],"OANDA、2026年9月15日",[11,4469,4470,4471,42],{},"一方、日銀は9月17〜18日に金融政策決定会合を開催する。6月会合で政策金利を年1.0%程度に引き上げた後、追加利上げの可能性が意識されており、FOMC結果との組み合わせ次第でドル円が大きく振れるシナリオが市場に浮上している（",[22,4472,4345],{"href":4343,"rel":4473},[26],[15,4475,45],{"id":45},[11,4477,4478],{},"今週は米利上げ確定かつ日銀も動く可能性があり、日米金利差がどちらに広がるかで円相場の方向感が決まりやすい。日銀が追加利上げを示せば円高・輸入物価抑制の方向、見送ればドル円が155円に近づく展開も想定される。輸入食材・エネルギー価格は既に高止まり傾向であり、特に光熱費や外食コストへの波及を引き続き注視しておきたい。",[15,4480,51],{"id":51},[11,4482,4083],{},{"title":56,"searchDepth":57,"depth":57,"links":4484},[4485,4486,4487],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月FOMCが本日16日に開幕し、市場の利上げ確率は9割超。米10年債利回りが5%に迫るなか、翌17〜18日には日銀会合も重なり、ドル円154円台の動向が家計コストを左右する局面が続く。",{},"\u002Freading\u002Farticles\u002F2026-09-16-fomc-boj-rate-decision-week","2026-09-16T09:00:00+09:00",{"title":4428,"description":4488},"reading\u002Farticles\u002F2026-09-16-fomc-boj-rate-decision-week",[236,73],"FOByXoB63gfsb9AbT8EUw9COudSOizHkE6KrWZ6N2zg",{"id":4497,"title":4498,"author":6,"body":4499,"category":62,"dataDate":6,"date":4563,"description":4564,"extension":65,"image":6,"meta":4565,"navigation":67,"path":4566,"publishedAt":4567,"seo":4568,"stem":4569,"tags":4570,"type":6,"updated":6,"__hash__":4571},"articles\u002Freading\u002Farticles\u002F2026-09-15-boj-fomc-double-meeting-this-week.md","日経平均はほぼ横ばいで終値6万3484円――今週は「日銀＋FOMC」ダブル会合、1.25%利上げ観測と円・ローンへの波及",{"type":8,"value":4500,"toc":4558},[4501,4512,4514,4524,4537,4548,4550,4553,4555],[11,4502,4503,4504,4507,4508,42],{},"9月15日（火）の東京株式市場は、今週後半の重要イベントを前にした様子見ムードが続き、日経平均株価は",[33,4505,4506],{},"前日比8.89円安の6万3,484円","と小幅続落で引けた（",[22,4509,1686],{"href":4510,"rel":4511},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260915\u002F870147.html",[26],[15,4513,17],{"id":17},[11,4515,4516,4517,4520,4521,42],{},"今週最大の焦点は",[33,4518,4519],{},"9月17〜18日の「日銀金融政策決定会合 ＋ FOMC」のダブルイベント","だ（",[22,4522,4345],{"href":4343,"rel":4523},[26],[11,4525,4526,4527,4530,4531,4536],{},"市場では日銀が今会合で政策金利を現行1.00%から",[33,4528,4529],{},"1.25%へ引き上げる","方針との報道が広がっており、実現すれば1995年4月以来約31年半ぶりの高水準となる（",[22,4532,4535],{"href":4533,"rel":4534},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F192ea14e21239dc29d6cd678a487bf4e35b5205c",[26],"毎日新聞 \u002F Yahoo!ニュース","）。引き上げの背景には原油高や円安に起因する物価の上振れリスクへの対応がある。",[11,4538,4539,4540,4543,4544,4547],{},"為替市場では本日、",[33,4541,4542],{},"ドル円が154円台前半〜155円に接近","する動きを見せた。原油価格と米10年債利回りの上昇が円安圧力として働いており、155円が当面の上値の目処とみられている（",[22,4545,4467],{"href":4465,"rel":4546},[26],"）。FOMCの結果は日本時間17日早朝に発表される予定で、その直後に日銀会合が始まるため、方向感の出にくい1日となった。",[15,4549,45],{"id":45},[11,4551,4552],{},"日銀が1.25%への追加利上げを決定した場合、変動型住宅ローンの基準となる短期プライムレートへの波及は数カ月後になる可能性がある一方、普通預金・定期預金の金利引き上げも連動して検討される局面が近いとみられる。18日の植田総裁の記者会見で次回以降の利上げペースについてどのようなトーンを示すかが、家計の資金計画の判断材料になりそうだ。",[15,4554,51],{"id":51},[11,4556,4557],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・相場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":4559},[4560,4561,4562],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-15","9月15日の東京株式市場は日経平均が前日比8円安とほぼ横ばい。今週17〜18日に日銀金融政策決定会合とFOMCが重なり、市場は日銀の1.25%利上げを織り込み始めている。変動ローン・預金金利・円相場への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-15-boj-fomc-double-meeting-this-week","2026-09-15T20:00:00+09:00",{"title":4498,"description":4564},"reading\u002Farticles\u002F2026-09-15-boj-fomc-double-meeting-this-week",[73,236],"IpI1LY2Js7L6PZntlVw-2Ys4wAAUx-JDOIvmsy3f1xw",{"id":4573,"title":4574,"author":6,"body":4575,"category":62,"dataDate":6,"date":4563,"description":4645,"extension":65,"image":6,"meta":4646,"navigation":67,"path":4647,"publishedAt":4648,"seo":4649,"stem":4650,"tags":4651,"type":6,"updated":6,"__hash__":4652},"articles\u002Freading\u002Farticles\u002F2026-09-15-boj-rate-hike-forecast.md","日銀、今週17〜18日に1.25%利上げへ――前場は日経平均300円高・円は154円台",{"type":8,"value":4576,"toc":4640},[4577,4588,4590,4598,4618,4630,4632,4635,4637],[11,4578,4579,4580,4583,4584,4587],{},"日銀が今週9月17〜18日に開く金融政策決定会合で、政策金利を現行の",[33,4581,4582],{},"1.00%から1.25%へ引き上げる","方針であることが報じられた。実現すれば6月会合以来3か月ぶりの追加利上げで、",[33,4585,4586],{},"1995年以来31年ぶりの高水準","となる見込みだ。",[15,4589,17],{"id":17},[11,4591,4592,4597],{},[22,4593,4596],{"href":4594,"rel":4595},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGKKZO98731610S6A910C2MM8000\u002F",[26],"日本経済新聞（9月15日）","によると、日銀は原油高や円安に起因する物価の上振れリスクを抑えるため、9月会合で政策金利を1.25%程度に引き上げる方向で調整している。政策委員9人の賛成多数で決める見通し。",[11,4599,4600,4601,4604,4605,4609,4610,4613,4614,42],{},"この利上げ観測を受け、前場（9月15日午前）の東京株式市場では日経平均株価が一時前日比",[33,4602,4603],{},"300円超高の6万3700円台","に上昇した（",[22,4606,315],{"href":4607,"rel":4608},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL150G90V10C26A9000000\u002F",[26],"）。前日に出資先・米オープンAIの上場延期観測で急落していたソフトバンクグループ（9984）が一時",[33,4611,4612],{},"7.4%高の6275円","まで急反発。同社1銘柄で日経平均を300円超押し上げた（",[22,4615,315],{"href":4616,"rel":4617},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL150PX0V10C26A9000000\u002F",[26],[11,4619,4620,4621,4624,4625,42],{},"為替市場では円相場が1ドル＝",[33,4622,4623],{},"154円65〜66銭","前後で推移（前日比約26銭の円安）。米連邦準備制度（FRB）の利上げ継続観測も重なり、日米双方の金利上昇が意識されている（",[22,4626,4629],{"href":4627,"rel":4628},"https:\u002F\u002Fnews.infoseek.co.jp\u002Farticle\u002Fjiji_2026091500241\u002F",[26],"時事通信\u002FInfoseek",[15,4631,45],{"id":45},[11,4633,4634],{},"政策金利が1.25%になれば、変動型住宅ローンや短期の借り入れコストに影響が出やすいフェーズに入る。ローンを抱える家庭は返済計画の点検タイミングとして意識しておく価値がある局面かもしれない。一方、円相場が154円台と高止まりするうちは輸入物価の押し上げが続くため、食料品・エネルギーを中心とした家計の実感物価は依然高い水準が続きやすい。",[15,4636,51],{"id":51},[11,4638,4639],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言・ローン助言ではありません。金融政策や市場の見通しは変わりうるものです。資産運用・ローンの判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":4641},[4642,4643,4644],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月17〜18日の決定会合で政策金利を1.00%→1.25%へ引き上げる見通し。1995年以来31年ぶりの高水準。前場の日経平均は300円超高、円相場は154円台後半で推移。",{},"\u002Freading\u002Farticles\u002F2026-09-15-boj-rate-hike-forecast","2026-09-15T13:00:00+09:00",{"title":4574,"description":4645},"reading\u002Farticles\u002F2026-09-15-boj-rate-hike-forecast",[73,236],"lLLmDNuXhe9RRRHYzgelOopuZGmychBJGp67igh5COk",{"id":4654,"title":4655,"author":6,"body":4656,"category":62,"dataDate":6,"date":4563,"description":4727,"extension":65,"image":6,"meta":4728,"navigation":67,"path":4729,"publishedAt":4730,"seo":4731,"stem":4732,"tags":4733,"type":6,"updated":6,"__hash__":4734},"articles\u002Freading\u002Farticles\u002F2026-09-15-us-10yr-yield-hits-5pct.md","米10年債利回りが一時5%超え——AI株売りと原油急騰が重なった前夜の米市場",{"type":8,"value":4657,"toc":4722},[4658,4661,4663,4666,4676,4688,4704,4712,4714,4717,4719],[11,4659,4660],{},"9月14日（月）の米国市場は、米10年国債利回りが一時**5.014%**に達して2023年10月以来の高水準を記録するなか、主要3指数がそろって下落した。ダウ平均は152ドル（−0.29%）安の52,421ドル、S&P500は−0.48%の7,620、ナスダックは−0.56%の26,186でそれぞれ終えた。",[15,4662,17],{"id":17},[11,4664,4665],{},"下落を招いた主な材料は3つが重なった。",[11,4667,4668,4671,4672,42],{},[33,4669,4670],{},"① AI株の急落","：Anthropic CEOのDario Amodeiがフロンティアモデル開発の一時減速を求める論考を公開し、エヌビディア・AMD・SanDiskといった半導体・AI関連株が売られた。「データセンター投資ブームが鈍化するかもしれない」という懸念が広がった形だ（",[22,4673,4675],{"href":2686,"rel":4674},[26],"CNBC報道",[11,4677,4678,4681,4682,4687],{},[33,4679,4680],{},"② 原油の急騰","：フーシ派による輸送路への攻撃・ドローン攻撃を受け、サウジアラビアが東西パイプラインを一時停止。ブレント原油は3%超上昇し106ドル近辺に迫り、前週比でも約9%高い水準が続いている（",[22,4683,4686],{"href":4684,"rel":4685},"https:\u002F\u002Fwww.news4jax.com\u002Fbusiness\u002F2026\u002F09\u002F14\u002Fus-futures-slide-on-ai-blowback-oil-and-gas-jump-after-houthis-intensify-campaign\u002F",[26],"AP通信ベース報道","）。エネルギーコストの上昇はインフレ再燃への警戒をあおった。",[11,4689,4690,4693,4694,4697,4698,4703],{},[33,4691,4692],{},"③ FRB利上げ観測","：今週（現地時間9月16〜17日）に予定されるFOMCで市場は",[33,4695,4696],{},"0.25%の利上げを約85%の確率で織り込んでいる","（",[22,4699,4702],{"href":4700,"rel":4701},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Fvideos\u002F2026-09-14\u002Fstocks-fall-on-ai-fears-as-10-year-yield-hits-5-video",[26],"Bloomberg報道","）。10年債利回りが5%を超えると、住宅ローン・企業借入コストが一段と上がり、高配当株や成長株のバリュエーションを圧迫しやすい。",[11,4705,4706,4707,42],{},"ドル円は154〜155円台で推移した（",[22,4708,4711],{"href":4709,"rel":4710},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1679665",[26],"Investing.com為替速報",[15,4713,45],{"id":45},[11,4715,4716],{},"「米金利5%超え＋原油高」という組み合わせは、輸入コストを押し上げ日本の家計の実質購買力を削る構図だ。NISAで米国株インデックスファンドを積み立てている場合、円ベースのリターンは為替次第の局面が当面続きそうで、今週水曜（日本時間9月18日未明）のFOMC結果が円相場の次の節目になりえる。",[15,4718,51],{"id":51},[11,4720,4721],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄や為替・金利の将来の動向を保証するものではなく、最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":4723},[4724,4725,4726],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月14日の米国市場で10年国債利回りが一時5.014%に達し2023年以来の高水準を更新。AI開発減速論・原油高・FRB利上げ観測が重なりダウ・S&P500・ナスダックが下落。円安継続の圧力が続く。",{},"\u002Freading\u002Farticles\u002F2026-09-15-us-10yr-yield-hits-5pct","2026-09-15T09:00:00+09:00",{"title":4655,"description":4727},"reading\u002Farticles\u002F2026-09-15-us-10yr-yield-hits-5pct",[164,73],"Kix-R1889nTM4GjdvZBvUFqvmWDbGfCT-qZgCAVjq74",{"id":4736,"title":4737,"author":6,"body":4738,"category":62,"dataDate":6,"date":4825,"description":4826,"extension":65,"image":6,"meta":4827,"navigation":67,"path":4828,"publishedAt":4829,"seo":4830,"stem":4831,"tags":4832,"type":6,"updated":6,"__hash__":4833},"articles\u002Freading\u002Farticles\u002F2026-09-14-boj-september-rate-hike-household-impact.md","日銀、今週17〜18日の会合で1.25%への利上げ方針──変動ローン世帯は年1.9万円の負担増",{"type":8,"value":4739,"toc":4820},[4740,4747,4749,4769,4772,4790,4800,4810,4812,4815,4817],[11,4741,4742,4743,4746],{},"いよいよ今週、日銀が動く見通しだ。9月17〜18日に開かれる金融政策決定会合で、政策金利を現行の ",[33,4744,4745],{},"1.00%から1.25%"," へ引き上げる方針と複数メディアが報じている。実現すれば1995年以来31年ぶりの水準となり、6月の0.75%→1.00%引き上げから3カ月での追加利上げとなる。",[15,4748,17],{"id":17},[11,4750,4751,4752,4757,4758,4762,4763,4768],{},"日銀の利上げ方針は",[22,4753,4756],{"href":4754,"rel":4755},"https:\u002F\u002F8and.jp\u002F2026\u002F09\u002F14\u002F%E6%97%A5%E9%8A%80%E3%81%8C%E6%94%BF%E7%AD%96%E9%87%91%E5%88%A91-25%EF%BC%85%E3%81%B8%E5%BC%95%E3%81%8D%E4%B8%8A%E3%81%92%E3%81%AE%E6%96%B9%E9%87%9D%EF%BC%819%E6%9C%8818%E6%97%A5%E6%B1%BA%E5%AE%9A\u002F",[26],"8and（2026年9月14日）","や",[22,4759,4761],{"href":4222,"rel":4760},[26],"BigGoファイナンス","が伝えている。市場でも追加利上げはほぼ100%織り込み済みとされ、為替市場では円が一時1ドル＝152円台後半と",[22,4764,4767],{"href":4765,"rel":4766},"https:\u002F\u002Fwww.fxstreet.com\u002Fnews\u002Fjapanese-yen-retreats-from-multi-month-top-vs-usd-as-traders-await-us-inflation-data-202609100118",[26],"7カ月ぶりの高値圏","まで買われた。",[11,4770,4771],{},"家計への主な波及は3つある。",[11,4773,4774,4777,4778,4781,4782,4785,4786,42],{},[33,4775,4776],{},"① 変動型住宅ローン","：日本の住宅ローンの約8割は変動型とされる。みずほ総合研究所の試算では、今回の利上げによりローン世帯は平均で",[33,4779,4780],{},"年間約1万9000円","の負担増となる見通し。29歳以下の若年世帯では",[33,4783,4784],{},"約5万円","と、借入残高が多い層ほど影響が大きい（",[22,4787,4789],{"href":4754,"rel":4788},[26],"8and",[11,4791,4792,4795,4796,4799],{},[33,4793,4794],{},"② 預金金利","：一方で預金者には追い風で、世帯平均では金利上昇分として",[33,4797,4798],{},"年間約6000円","のプラスになるとの試算がある（同上）。メガバンクはすでに短期プライムレートを1.875%から2.125%へ引き上げる方向とされる。",[11,4801,4802,4805,4806,4809],{},[33,4803,4804],{},"③ 円相場と輸入物価","：円が強くなる局面では輸入品・エネルギー・食品価格の上昇圧力が和らぐ方向に働く。ただし7月の全国コアCPI（生鮮食品除く）は前年比**+1.8%**にとどまり（",[22,4807,41],{"href":1945,"rel":4808},[26],"）、日銀の目標2%を5カ月連続で下回っている。",[15,4811,45],{"id":45},[11,4813,4814],{},"住宅ローンを変動型で抱える世帯にとっては、今回の0.25%引き上げで即座に月々の返済額が変わるわけではないが（多くの契約では5年ルール・125%ルールが緩衝材になる）、長期的な金利水準の切り上がりは借入計画の見直しを検討するきっかけになり得る。円高方向への動きが続けば、輸入物価を通じた家計の実質的な購買力には下支え要因となる面もあり、利上げの影響は一面的ではない。",[15,4816,51],{"id":51},[11,4818,4819],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。住宅ローンの見直しや資産運用の判断はご自身の状況に合わせて、必要に応じて専門家にご相談ください。将来の金利水準・政策決定を保証するものではありません。",{"title":56,"searchDepth":57,"depth":57,"links":4821},[4822,4823,4824],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-14","日銀が9月17〜18日の金融政策決定会合で政策金利を1.00%から1.25%に引き上げる方針と報じられた。31年ぶりの水準となる利上げが変動型住宅ローンと預金に与える影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-14-boj-september-rate-hike-household-impact","2026-09-14T20:00:00+09:00",{"title":4737,"description":4826},"reading\u002Farticles\u002F2026-09-14-boj-september-rate-hike-household-impact",[236,73],"CwaxAzxJA1fbX04bWdjgoFVaZHoJx-l1Lf-lUGXhnDQ",{"id":4835,"title":4836,"author":6,"body":4837,"category":62,"dataDate":6,"date":4825,"description":4897,"extension":65,"image":6,"meta":4898,"navigation":67,"path":4899,"publishedAt":4900,"seo":4901,"stem":4902,"tags":4903,"type":6,"updated":6,"__hash__":4904},"articles\u002Freading\u002Farticles\u002F2026-09-14-ai-slowdown-nikkei-drop.md","日経平均が一時1200円超安　AI開発ペースダウン懸念で半導体株に売り",{"type":8,"value":4838,"toc":4892},[4839,4842,4844,4855,4872,4882,4884,4887,4889],[11,4840,4841],{},"米アンソロピックの経営幹部がAI（人工知能）開発のペースダウンを訴えたとの報道が週をまたいで波及し、9月14日の東京市場前場はAI・半導体・データセンター関連株に売りが集中した。日経平均株価は午前9時28分に前週末比1285円16銭安の6万2726円18銭まで下落し、約1カ月強ぶりに6万3000円を下回る場面があった。",[15,4843,17],{"id":17},[11,4845,4846,4847,4697,4850,4854],{},"前場引けの日経平均は前週末比512円73銭安の",[33,4848,4849],{},"6万3498円61銭",[22,4851,1713],{"href":4852,"rel":4853},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F767664",[26],"）。寄り付き直後に下げ幅が1000円を超えたが、押し目買いも入り下げ渋る展開となった。",[11,4856,4857,4858,4861,4862,4866,4867,4871],{},"下落を主導したのはAI・半導体関連で、",[33,4859,4860],{},"ソフトバンクグループ・キオクシア・アドバンテスト","が日経平均の下落寄与度上位に並んだ（",[22,4863,4865],{"href":4852,"rel":4864},[26],"同","）。背景にあるのは、米アンソロピックの経営幹部らが「AIの開発ペースを落とすべき」と主張したとの報道（",[22,4868,1713],{"href":4869,"rel":4870},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F767648",[26],"）。これがAI投資サイクルの先行き不透明感として嫌気された格好だ。",[11,4873,4874,4875,4878,4879,42],{},"為替は円が小幅強含みで推移。東京市場の午前10時台で",[33,4876,4877],{},"1ドル＝153円台後半","（前週末154円21〜23銭）と、若干円高に振れている（",[22,4880,4865],{"href":4869,"rel":4881},[26],[15,4883,45],{"id":45},[11,4885,4886],{},"AI関連株は過去1〜2年でNISA投資家にも人気が広がった分、売りが出ると日経平均全体を押し下げやすい構造になっている。今回の売り材料は「AI企業の中核が自ら減速を訴えた」という需要側の話であり、半導体メーカーや装置株への収益インパクトは今後の受注動向次第という段階だ。一方、円が153円台で小幅上昇しているのは輸入コスト（物価）の押し下げ方向に働くため、家計目線では悪い話ではない。",[15,4888,51],{"id":51},[11,4890,4891],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・業績を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":4893},[4894,4895,4896],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米アンソロピックの経営幹部がAI開発の減速を訴えた報道を受け、9月14日の前場は半導体・データセンター関連株に売りが集中。日経平均は一時1285円安と約1カ月ぶりに6万3000円を割り込んだ。",{},"\u002Freading\u002Farticles\u002F2026-09-14-ai-slowdown-nikkei-drop","2026-09-14T13:00:00+09:00",{"title":4836,"description":4897},"reading\u002Farticles\u002F2026-09-14-ai-slowdown-nikkei-drop",[73,164],"PVAPjB5BY96PYYpRAl5k6pmoumECvPU7ttxa3CIMgkM",{"id":4906,"title":4907,"author":6,"body":4908,"category":62,"dataDate":6,"date":4825,"description":4985,"extension":65,"image":6,"meta":4986,"navigation":67,"path":4987,"publishedAt":4988,"seo":4989,"stem":4990,"tags":4991,"type":6,"updated":6,"__hash__":4992},"articles\u002Freading\u002Farticles\u002F2026-09-14-us-consumer-sentiment-inflation-expectations.md","米消費者信頼感が47.8に急落、インフレ期待も4.6%に上昇——来週FOMC前の複雑なシグナル",{"type":8,"value":4909,"toc":4980},[4910,4913,4915,4928,4941,4958,4966,4968,4975,4977],[11,4911,4912],{},"前夜（9月13日・米国時間）の米国株式市場は小幅下落で引けた。9月12日に発表された米ミシガン大学の消費者信頼感指数（9月速報値）が市場予想を大きく下回り、来週のFOMCを前に投資家の警戒感が高まった格好だ。",[15,4914,17],{"id":17},[11,4916,4917,4918,4921,4922,4927],{},"米ミシガン大学が9月12日（米国時間）に発表した消費者信頼感指数（9月速報値）は ",[33,4919,4920],{},"47.8"," で、前月比−3.9ポイント・市場予想の51.0を大きく下回った（",[22,4923,4926],{"href":4924,"rel":4925},"https:\u002F\u002Fbankingjournal.aba.com\u002F2026\u002F09\u002Fpreliminary-consumer-sentiment-decreased-3-9-points-in-september\u002F",[26],"ABA Banking Journal、2026年9月12日","）。2月（イラン情勢悪化前）比では16%低い水準で、消費者の景況感が急速に悪化していることが鮮明となった。",[11,4929,4930,4931,4934,4935,4940],{},"注目されるのは、景況感の悪化とは逆方向に ",[33,4932,4933],{},"1年先のインフレ期待が4.6%へ上昇"," した点だ。これは6月以来の高水準で、5年先の長期期待値も3.4%に小幅上昇した（",[22,4936,4939],{"href":4937,"rel":4938},"https:\u002F\u002Fwww.advisorperspectives.com\u002Fdshort\u002Fupdates\u002F2026\u002F09\u002F11\u002Fconsumer-sentiment-falls-again-in-september",[26],"Advisor Perspectives、2026年9月12日","）。景況感が悪化する一方でインフレ期待が高まるのは、景気後退とインフレが同時進行するスタグフレーション型の構図に近い。",[11,4942,4943,4944,4947,4948,4951,4952,4957],{},"為替面では前夜のドル円が ",[33,4945,4946],{},"154円台半ば"," まで急伸した後、ミシガン指数の下振れを受けて ",[33,4949,4950],{},"153円24銭"," 付近まで反落した（",[22,4953,4956],{"href":4954,"rel":4955},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F14\u002F070618",[26],"外為どっとコム マネ育チャンネル、2026年9月14日","）。米10年債利回りは一時4.99%台と節目の5%に迫る水準を示した。",[11,4959,4960,4961,42],{},"背景にあるのは8月CPI（9月11日発表）のコア指数が前月比+0.3%と予想を上振れたことで、来週9月16〜17日（米国時間）のFOMCでの0.25%利上げ確率は市場で約89%まで織り込まれている（",[22,4962,4965],{"href":4963,"rel":4964},"https:\u002F\u002Fwww.cnn.com\u002F2026\u002F09\u002F11\u002Feconomy\u002Fcpi-inflation-august",[26],"CNN Business、2026年9月11日",[15,4967,45],{"id":45},[11,4969,4970,4971,4974],{},"消費者マインドの急悪化とインフレ期待の同時上昇は、「利上げが効いて景気は冷えつつあるが、物価はまだ落ち着かない」という米国のジレンマを映している。日本の個人投資家にとって気になる点は",[33,4972,4973],{},"円安圧力が続きやすい局面","であることで、日米金利差が縮まりにくければ輸入コストの高止まりが食料品や光熱費を押し上げる方向に働く。来週はFOMCと日銀決定会合（9月17〜18日）が重なる週でもあり、両方の結果次第でドル円が大きく振れる可能性には留意したい。",[15,4976,51],{"id":51},[11,4978,4979],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。為替・金利・物価の動向は予測と異なる場合があります。最終的な投資・財務の判断はご自身の責任でお行いください。",{"title":56,"searchDepth":57,"depth":57,"links":4981},[4982,4983,4984],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月速報値で米ミシガン大学消費者信頼感が47.8に急落し、1年先のインフレ期待は4.6%と6月以来の高水準に。景況感悪化とインフレが同時進行するスタグフレーション的な局面で、来週FOMCを控えた家計・投資への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-14-us-consumer-sentiment-inflation-expectations","2026-09-14T09:00:00+09:00",{"title":4907,"description":4985},"reading\u002Farticles\u002F2026-09-14-us-consumer-sentiment-inflation-expectations",[236,164],"B1DUJzawRh0TMruzyYVUldy9dizVvIH1Pd8Xcf2mXX8",{"id":4994,"title":4995,"author":6,"body":4996,"category":62,"dataDate":6,"date":5065,"description":5066,"extension":65,"image":6,"meta":5067,"navigation":67,"path":5068,"publishedAt":5069,"seo":5070,"stem":5071,"tags":5072,"type":6,"updated":6,"__hash__":5073},"articles\u002Freading\u002Farticles\u002F2026-09-13-fomc-boj-same-week-yen-impact.md","今週、FOMC（9\u002F16）と日銀（9\u002F17〜18）が同時決定——円相場はどう動くか",{"type":8,"value":4997,"toc":5060},[4998,5001,5003,5014,5029,5039,5050,5052,5055,5057],[11,4999,5000],{},"今週（9月15〜19日）は米連邦公開市場委員会（FOMC）と日本銀行の金融政策決定会合が同じカレンダー週に重なる異例の局面だ。FOMCは9月16日（米国時間）、日銀は9月17〜18日に開かれ、どちらも+0.25%の利上げが有力視されている。「日本だけ動く」でも「米国だけ動く」でもない今回、円相場がどう反応するか、家計にどう波及しうるかを整理する。",[15,5002,17],{"id":17},[11,5004,5005,5008,5009,42],{},[33,5006,5007],{},"FOMC（9月16日・米国時間）","：米連邦準備制度は現在の政策金利3.50〜3.75%を3.75〜4.00%へ引き上げる見通しが市場で優勢となっている。8月の非農業部門雇用者数が+16.2万人と堅調だったことに加え、8月CPI（12日発表）のコアが前月比+0.3%と予想を上回ったことが利上げ観測を押し上げた（",[22,5010,5013],{"href":5011,"rel":5012},"https:\u002F\u002Fcambridgecurrencies.com\u002Fnext-federal-reserve-interest-rate-decision\u002F",[26],"Cambridge Currencies、2026年9月",[11,5015,5016,5019,5020,5023,5024,42],{},[33,5017,5018],{},"日銀（9月17〜18日）","：共同通信（Yahoo!ニュース掲載）の9月8日報道によると、日銀は政策金利を現在の1.00%から",[33,5021,5022],{},"1.25%に引き上げる方針","で、1.25%は約31年ぶりの高水準となる。背景には原油高・円安を起因とする物価の上振れリスクがある（",[22,5025,5028],{"href":5026,"rel":5027},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fa59fc3b497819076237d095f3f3985f8e27241df",[26],"共同通信・Yahoo!ニュース、2026年9月8日",[11,5030,5031,5034,5035,5038],{},[33,5032,5033],{},"円相場への影響","：日米ともに+0.25%の利上げなら、",[33,5036,5037],{},"日米政策金利の差（スプレッド）は約2.50〜2.75%のまま変わらない","。理論上は円安圧力が解消されにくい構図で、現在の153〜154円台近辺が続く可能性がある。ただし市場は「どちらが予想通りか」よりも「どちらがサプライズか」に敏感に動くため、FOMCが据え置きを選んだ場合や日銀が予想外に据え置いた場合は、それぞれ大幅な円高・円安方向への揺れが生じうる。",[11,5040,5041,5044,5045,42],{},[33,5042,5043],{},"住宅ローン・預金への波及","：前回6月の日銀利上げ（0.75%→1.00%）を受け、メガバンクの普通預金は0.3%→0.4%、ネット銀行では最大0.75〜0.48%台が登場。変動型住宅ローンは「日銀利上げ→短期プライムレート上昇→銀行基準金利改定」というラグがあり、9月会合での利上げ分は早ければ来年1月以降の返済額に反映される見込みだ（",[22,5046,5049],{"href":5047,"rel":5048},"https:\u002F\u002Fkimumemo.hatenablog.com\u002Fentry\u002Fboj-rate-hike-september-2026",[26],"キムのメモ帳、2026年9月",[15,5051,45],{"id":45},[11,5053,5054],{},"今回の注目点は「2つの中央銀行が同じ週に動く」という順番の効果だ。FOMC（9\u002F16）の結果が出た後、まだ決定前の日銀（9\u002F17〜18）へ向けて為替が大きく振れる可能性がある。円安が続けば輸入食料品やエネルギー価格の高止まりが長引きやすく、円高に振れれば輸入コストが和らぐ方向に働く。家庭の食費・光熱費を意識している人にとっては、今週の二大中央銀行イベントの結果は注視しておく価値がある局面だ。",[15,5056,51],{"id":51},[11,5058,5059],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。金利・為替・物価の見通しは外れることがあります。最終的な投資・財務の判断はご自身の責任でお行いください。",{"title":56,"searchDepth":57,"depth":57,"links":5061},[5062,5063,5064],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-13","米連邦準備制度と日銀が同じ週に利上げを決める異例の局面が迫る。米日どちらも+0.25%なら金利差は変わらず円安圧力が続く可能性もあり、食料品・エネルギー価格へのつながりを家計視点で整理した。",{},"\u002Freading\u002Farticles\u002F2026-09-13-fomc-boj-same-week-yen-impact","2026-09-13T20:00:00+09:00",{"title":4995,"description":5066},"reading\u002Farticles\u002F2026-09-13-fomc-boj-same-week-yen-impact",[73,236],"_tzm9G6NRkvnw7vU57vyDnW_V25CApMcWeIUAcQslhM",{"id":5075,"title":5076,"author":6,"body":5077,"category":62,"dataDate":6,"date":5065,"description":5142,"extension":65,"image":6,"meta":5143,"navigation":67,"path":5144,"publishedAt":5145,"seo":5146,"stem":5147,"tags":5148,"type":6,"updated":6,"__hash__":5149},"articles\u002Freading\u002Farticles\u002F2026-09-13-nikkei-morning-surge-boj-rate-hike.md","日経平均が前場で一時1,276円高 ――AI・半導体株が牽引、日銀会合を翌日に控え銀行株も堅調",{"type":8,"value":5078,"toc":5137},[5079,5086,5088,5100,5115,5123,5125,5132,5134],[11,5080,5081,5082,5085],{},"9月13日の東京株式市場・前場では、日経平均株価が一時前日比1,275円65銭高の",[33,5083,5084],{},"68,799円71銭","（午前9時21分）まで上昇した。その後は戻り売りが入ってもみ合いの展開となり、10時7分時点では同約940円高の68,460円前後で推移している。",[15,5087,17],{"id":17},[11,5089,5090,5091,5095,5096,5099],{},"買いの主役は AI・半導体関連株だ。現地12日の米国市場でナスダック総合指数とSOX（フィラデルフィア半導体株）指数が上昇し、その流れが東京市場に波及した（",[22,5092,983],{"href":5093,"rel":5094},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F763763",[26],"）。業種別では電気機器・非鉄金属・機械など製造業のほか、",[33,5097,5098],{},"銀行株","も上昇セクターに並んでいる点が目を引く。",[11,5101,5102,5103,5105,5106,5109,5110,5114],{},"背景にあるのが、翌9月14日から始まる",[33,5104,4339],{},"（18日まで）だ。市場では政策金利を現行の1.00%から",[33,5107,5108],{},"1.25%に引き上げる","見方が有力になっている（",[22,5111,315],{"href":5112,"rel":5113},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB111BD0R10C26A9000000\u002F",[26],"）。利上げが実現すれば、貸出利ざやの改善が期待される銀行業にとって追い風になる。",[11,5116,5117,5118,5122],{},"円相場は、9月初旬に日銀審議委員がタカ派発言を行ったことをきっかけに利上げ幅の拡大観測（0.50%ポイント利上げ）も一部で浮上し、一時156円台まで円高が進んだ経緯がある（",[22,5119,849],{"href":5120,"rel":5121},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F03\u002F161846",[26],"）。足元では円高一服のムードも漂い、輸出関連株を支える方向に働いている側面もある。",[15,5124,45],{"id":45},[11,5126,5127,5128,5131],{},"日銀会合は個人投資家にとっても影響が広い。",[33,5129,5130],{},"利上げが確定すれば住宅ローン変動金利の上昇につながる可能性があり","、手元の借入れ状況を改めて確認しておく機会といえる。株式市場では「利上げ織り込み済み」として相場が落ち着くシナリオと、会合後の総裁会見で追加利上げ観測が強まって円高・株安に振れるシナリオの両面が考えられる。前場の高値圏は、いずれのシナリオが現実になるか確かめる前の「先取り買い」という面が大きい。",[15,5133,51],{"id":51},[11,5135,5136],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の株価・金利・為替を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5138},[5139,5140,5141],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月13日前場の日経平均は一時68,799円（前日比＋1,276円）を付けた。米ナスダック上昇を受けたAI・半導体買いが主導し、翌日から始まる日銀会合（1.25%への利上げが有力視）を意識した銀行株も上昇。個人投資家にとって注目度の高い局面となっている。",{},"\u002Freading\u002Farticles\u002F2026-09-13-nikkei-morning-surge-boj-rate-hike","2026-09-13T13:00:00+09:00",{"title":5076,"description":5142},"reading\u002Farticles\u002F2026-09-13-nikkei-morning-surge-boj-rate-hike",[73,164],"UDnZ35zIzWFBE2-A67d2jc51yOsX7MMqkg4Pzvh9pzI",{"id":5151,"title":5152,"author":6,"body":5153,"category":62,"dataDate":6,"date":5065,"description":5198,"extension":65,"image":6,"meta":5199,"navigation":67,"path":5200,"publishedAt":5201,"seo":5202,"stem":5203,"tags":5204,"type":6,"updated":6,"__hash__":5205},"articles\u002Freading\u002Farticles\u002F2026-09-13-us-cpi-fomc-rate-hike-outlook.md","米8月CPIコア上振れ、来週FOMC利上げ確率85%超——円安再燃の行方",{"type":8,"value":5154,"toc":5193},[5155,5158,5160,5169,5177,5184,5186,5189,5191],[11,5156,5157],{},"9月12日（現地時間）に発表された米8月消費者物価指数（CPI）で、コアCPIの前月比が+0.3%と市場予想の+0.2%を上回った。これを受けて来週9月16〜17日のFOMCでの利上げ確率が85%超に上昇。ドル円は154円台半ばまで急騰後に153円台へ反落するなど乱高下した。同日のNY株式市場はダウが大幅高で終えたものの、金利上昇観測とのせめぎ合いが続いている。",[15,5159,17],{"id":17},[11,5161,5162,5163,5168],{},"米労働省が発表した8月CPIは、総合指数が前年比+3.4%・前月比+0.4%と市場予想に沿った結果だった一方、変動の大きい食料・エネルギーを除くコアCPIが前月比+0.3%と予想を上振れた（",[22,5164,5167],{"href":5165,"rel":5166},"https:\u002F\u002Fmarketwatch-jp.com\u002Fguide-news-2026-09-12-us-cpi-aug-fomc-hike.html",[26],"MarketWatch AI、2026年9月12日","）。コア指数の上振れ主因は外食・宿泊・医療などサービス価格の根強い上昇とされる。",[11,5170,5171,5172,42],{},"この結果を受け、9月FOMC（16〜17日）での0.25%利上げ確率は85%超に跳ね上がり、ドル円は154円台半ばまで急伸。その後は利益確定売りで153円24銭まで反落し、153円73銭で引けた（",[22,5173,5176],{"href":5174,"rel":5175},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260912\u002F869753.html",[26],"財経新聞、2026年9月12日",[11,5178,5179,5180,42],{},"NY株式市場は同日、原油価格の反落が安心材料となりダウ平均が+509.19ドル（52,573.29ドル）、S&P500が+0.86%（7,656.98）、ナスダックが+0.96%（26,333.04）でそれぞれ上昇して引けた（",[22,5181,5176],{"href":5182,"rel":5183},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260912\u002F869756.html",[26],[15,5185,45],{"id":45},[11,5187,5188],{},"コアCPIの上振れは「インフレが完全には落ち着いていない」ことを示すシグナルであり、来週FOMCで利上げが決まれば米金利はさらに上昇しやすい。日米金利差が広がる方向だと円安圧力が続きやすく、輸入物価を通じて食料品や光熱費など身近なコストに波及する可能性がある。ただし、9月17日（日本時間）の日銀金融政策決定会合も重なる複合局面であり、日銀の姿勢次第でドル円の方向感が大きく変わる点には留意が必要だ。",[15,5190,51],{"id":51},[11,5192,4083],{},{"title":56,"searchDepth":57,"depth":57,"links":5194},[5195,5196,5197],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米8月コアCPIが予想を上回り、来週9月FOMCでの利上げ確率が85%超に上昇。ドル円は153〜154円台で乱高下し、国内物価への波及が注目される。",{},"\u002Freading\u002Farticles\u002F2026-09-13-us-cpi-fomc-rate-hike-outlook","2026-09-13T09:00:00+09:00",{"title":5152,"description":5198},"reading\u002Farticles\u002F2026-09-13-us-cpi-fomc-rate-hike-outlook",[236,164],"j5ibXuH59uK4XqgoyMAvg1q706AHXPzxbk-lzK2ut7U",{"id":5207,"title":5208,"author":6,"body":5209,"category":62,"dataDate":6,"date":5284,"description":5285,"extension":65,"image":6,"meta":5286,"navigation":67,"path":5287,"publishedAt":5288,"seo":5289,"stem":5290,"tags":5291,"type":6,"updated":6,"__hash__":5292},"articles\u002Freading\u002Farticles\u002F2026-09-12-nikkei-friday-close-boj-countdown.md","日経平均、金曜は1427円安の6万3844円で週末入り──来週17〜18日の日銀会合が最大の焦点",{"type":8,"value":5210,"toc":5279},[5211,5220,5222,5242,5259,5269,5271,5274,5276],[11,5212,5213,5214,5219],{},"9月11日（金）の東京株式市場で日経平均株価は前日比1427円安の6万3844円（▲2.19%）で引け、来週9月17〜18日に予定される日銀の金融政策決定会合を前に週末入りした（",[22,5215,5218],{"href":5216,"rel":5217},"https:\u002F\u002F247wallst.com\u002Fcards\u002Ftokyo-opened-1-49-lower-with-a-firmer-yen-squeezing-the-ex-n225-market-bell-01m26y566ysg17tdzrnd0tda35",[26],"24\u002F7 Wall St.、2026年9月12日閲覧","）。円高傾向が輸出企業の採算懸念を高め、幅広い銘柄が売られた。",[15,5221,17],{"id":17},[11,5223,5224,5227,5228,5231,5232,5236,5237,42],{},[33,5225,5226],{},"日銀会合の日程と市場の織り込み",": 日本銀行は来週9月17〜18日の金融政策決定会合で、政策金利を現行の1.00%から",[33,5229,5230],{},"1.25%に引き上げる公算が大きい","と複数メディアが報じている（",[22,5233,5235],{"href":4533,"rel":5234},[26],"毎日新聞・Yahoo!ニュース、2026年9月12日閲覧","）。ロイターがまとめたエコノミスト68人への調査では66人が9月利上げを予想し、市場金利も「利上げを9割以上織り込む」水準まで上昇している（",[22,5238,5241],{"href":5239,"rel":5240},"https:\u002F\u002Fwww.fxstreet.com\u002Fnews\u002Fboj-to-raise-rates-to-125-this-month-reuters-poll-202609100040",[26],"FXStreet・ロイター集計、2026年9月10日",[11,5243,5244,5247,5248,5253,5254,42],{},[33,5245,5246],{},"円高が株安を増幅",": 利上げ観測を背景に円相場は7月末の日米協調介入（介入前は164円台）以降も上昇傾向が続いており、9月初旬時点で155〜156円前後を推移している（",[22,5249,5252],{"href":5250,"rel":5251},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F03\u002Fyen-japan-intervention-boj.html",[26],"CNBC、2026年9月3日","）。円高は輸出企業の業績見通しを下押しするため、輸出比率が高い銘柄が多い日経平均には逆風になりやすい。9日（火）の日経平均終値は6万5142円だったことを踏まえると、火曜比でも1298円超の下落で週末を迎えた形だ（",[22,5255,5258],{"href":5256,"rel":5257},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB090HBTZ00C26A9000000\u002F",[26],"日本経済新聞、2026年9月9日",[11,5260,5261,5264,5265,42],{},[33,5262,5263],{},"植田総裁が示す3つの物価上振れリスク",": 日銀の植田和男総裁は7月会合後の記者会見で、①AI需要の拡大、②中東情勢に伴う原油高、③為替変動の3点を物価上振れリスクとして挙げており、1.25%への利上げ後も「追加利上げのペースを速めることも十分あり得る」と発言している（",[22,5266,5268],{"href":4533,"rel":5267},[26],"毎日新聞・Yahoo!ニュース、前掲",[15,5270,45],{"id":45},[11,5272,5273],{},"円高傾向が続けば輸入品・エネルギーの円換算価格への下押し圧力となり、食料品やガソリン価格に一定の歯止めになりえる。一方、政策金利が1.25%に上がれば変動型住宅ローンの基準金利は10月以降の見直しで上昇しやすくなる。来週の会合後、植田総裁の記者会見でどの程度「追加利上げの余地あり」と踏み込むかが、ローン金利と円相場の当面の方向を左右しそうだ。",[15,5275,51],{"id":51},[11,5277,5278],{},"本記事は情報提供を目的としたもので、投資助言ではありません。相場や金利は常に変動し、予測と異なる動きをすることがあります。投資・借入にかかる判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5280},[5281,5282,5283],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-12","11日（金）の日経平均は1427円安の6万3844円で引け、円高・利上げ観測を受けた週末入り。来週の日銀会合（9月17〜18日）で政策金利が1.25%に上がるとの市場予想は9割超に達しており、円相場と変動ローン金利の動向に注目が集まっている。",{},"\u002Freading\u002Farticles\u002F2026-09-12-nikkei-friday-close-boj-countdown","2026-09-12T20:00:00+09:00",{"title":5208,"description":5285},"reading\u002Farticles\u002F2026-09-12-nikkei-friday-close-boj-countdown",[73,236],"3PX4wtw69RMkbbjBgwdmCGKj90bVVVqmXM2VqqFH3hc",{"id":5294,"title":5295,"author":6,"body":5296,"category":62,"dataDate":6,"date":5284,"description":5357,"extension":65,"image":6,"meta":5358,"navigation":67,"path":5359,"publishedAt":5360,"seo":5361,"stem":5362,"tags":5363,"type":6,"updated":6,"__hash__":5364},"articles\u002Freading\u002Farticles\u002F2026-09-12-boj-sep17-rate-hike-household-impact.md","日銀17〜18日会合、政策金利1.25%方針と報道──変動ローン・預金金利への影響を整理",{"type":8,"value":5297,"toc":5352},[5298,5308,5310,5321,5330,5342,5344,5347,5349],[11,5299,5300,5301,5303,5304,5307],{},"日本銀行は9月17〜18日に開く金融政策決定会合で、政策金利を現在の1.0%から",[33,5302,5022],{},"と複数のメディアが報じている。追加利上げは6月会合以来3ヵ月ぶりで、2024年3月に始まった今回の利上げ局面では",[33,5305,5306],{},"最短の間隔","となる見通しだ。",[15,5309,17],{"id":17},[11,5311,5312,5316,5317,5320],{},[22,5313,5315],{"href":1986,"rel":5314},[26],"日本経済新聞などの報道（2026年9月10日）","によると、植田和男総裁ら執行部が利上げを提案し、9名の政策委員の賛成多数で決定される見通し。1.25%の政策金利は1995年以来、約",[33,5318,5319],{},"31年ぶりの高水準","となる。",[11,5322,5323,5324,5329],{},"利上げの主な背景は原油高と円安による物価の上振れリスクだ。日銀は2026年度後半（2026年9月以降）にコア消費者物価が2%を「明確に上回る」水準に加速するリスクを警告しており（",[22,5325,5328],{"href":5326,"rel":5327},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F31\u002Fboj-rates-yen-intervention-inflation-japan.html",[26],"CNBC、2026年7月31日","）、企業物価指数（CGPI）は7%台の伸びを示している。このコスト圧力が消費段階へ波及する前に先手を打つ構図だ。",[11,5331,5332,5333,42,5336,5341],{},"為替面では、利上げ観測を受けて円相場が153〜154円台で推移。9月初旬の報道以降、円は月間3%超の上昇となった（",[22,5334,5252],{"href":5250,"rel":5335},[26],[22,5337,5340],{"href":5338,"rel":5339},"https:\u002F\u002Fwww.smd-am.co.jp\u002Fmarket\u002Fichikawa\u002F2026\u002F09\u002Firepo260908\u002F",[26],"三井住友DSアセットマネジメント（2026年9月8日）","は、日本の財政規律が維持される限り、急速な円安への再加速は「かなり限られる」との見方を示している。東京前場は利上げ決定を織り込む動きのなかで神経質な展開が続いた。",[15,5343,45],{"id":45},[11,5345,5346],{},"利上げが確認されれば、市中銀行は10月の変動型住宅ローン基準金利の改定を検討する公算が大きい。一方で普通預金・定期預金の金利上昇も見込まれ、現金を低金利で眠らせておくことの機会コストは少しずつ縮小する方向だ。ただし原油高が食料品・エネルギー価格に転嫁されれば生活コストの上昇も続くため、9月以降の消費者物価の動向と合わせて家計防衛の方針を確認しておきたいタイミングだ。",[15,5348,51],{"id":51},[11,5350,5351],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金利変動や相場の見通しは外れることがあります。住宅ローンや預金商品の選択は最新の金融機関情報をご確認の上、ご自身の責任で判断してください。",{"title":56,"searchDepth":57,"depth":57,"links":5353},[5354,5355,5356],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月17〜18日の決定会合で政策金利を1.0%から1.25%に引き上げる方針と複数メディアが報じた。2024年3月以降の利上げ局面で最短の間隔。変動住宅ローンや預金金利への家計影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-12-boj-sep17-rate-hike-household-impact","2026-09-12T13:00:00+09:00",{"title":5295,"description":5357},"reading\u002Farticles\u002F2026-09-12-boj-sep17-rate-hike-household-impact",[73,236],"MZxGcXPqgoA5xNZII_0Y-azPjQyekJB3OPq4cwwqCxA",{"id":5366,"title":5367,"author":6,"body":5368,"category":62,"dataDate":6,"date":5284,"description":5427,"extension":65,"image":6,"meta":5428,"navigation":67,"path":5429,"publishedAt":5430,"seo":5431,"stem":5432,"tags":5433,"type":6,"updated":6,"__hash__":5434},"articles\u002Freading\u002Farticles\u002F2026-09-12-us-stocks-rebound-oil-stagflation-risk.md","米国株、4日ぶり反発——原油100ドル超・米金利5%近辺・円安153円台で家計への圧力は続く",{"type":8,"value":5369,"toc":5422},[5370,5379,5381,5384,5396,5412,5414,5417,5419],[11,5371,5372,5373,5378],{},"9月11日（現地時間）の米国株式市場は4日続落から反発した。",[22,5374,5377],{"href":5375,"rel":5376},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F10\u002Fstock-market-today-live-updates.html",[26],"CNBCによると","、ダウ工業株30種平均は前日比509ドル高（＋0.98%）の5万2573ドルで引け、S&P500は0.86%高の7656.98ポイント、ナスダック総合も0.96%高の2万6333ポイントとなった。",[15,5380,17],{"id":17},[11,5382,5383],{},"一日の値動きを後押ししたのは自律反発の側面が大きいとみられるが、相場を取り巻く環境の重しは続いている。",[11,5385,5386,5389,5390,5395],{},[33,5387,5388],{},"為替・物価指標","：",[22,5391,5394],{"href":5392,"rel":5393},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260912\u002F869751.html",[26],"財経新聞の報道","によると、11日のニューヨーク外為市場ではドル・円が一時154円48銭まで上昇した後、153円24銭まで反落して引けた。米国の8月消費者物価指数（CPI）が前月比で伸びを加速させたと発表され、ドル買いが先行したものの、その後に発表された9月のミシガン大学消費者信頼感指数（速報）が予想を下回る落ち込みを示し、ドルは伸び悩んだ。",[11,5397,5398,5401,5402,5405,5406,5411],{},[33,5399,5400],{},"原油と地政学リスク","：フーシ派によるサウジアラビアのエネルギー施設への攻撃を受け、サウジアラビアが東西パイプラインを閉鎖したと伝わり、原油価格の下落を食い止めた（",[22,5403,1686],{"href":5392,"rel":5404},[26],"）。前日10日（現地時間）の米国市場では、",[22,5407,5410],{"href":5408,"rel":5409},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F495471",[26],"ZAIの報告","によりWTI原油が104ドル台、米10年債利回りが4.96%まで上昇する場面があり、インフレと景気減速が同時進行する「スタグフレーション」への懸念が浮上していた。",[15,5413,45],{"id":45},[11,5415,5416],{},"米国株は1日で反発したが、WTI原油100ドル超・米長期金利5%近辺・円安150円台後半という構図は変わっていない。日本はエネルギーの大半を輸入に頼るため、原油高は電気代・ガソリン代・食料品価格を通じて家計に波及しやすい。円安が重なると輸入コストがさらに膨らむ。また、米国のCPIが加速を示しFRBの早期利下げ期待が後退すれば、日米金利差が縮まりにくくなり、円安の長期化につながる可能性もある。今週は日銀の金融政策判断にも影響しかねない指標が続く見通しで、引き続き注視が必要な局面だ。",[15,5418,51],{"id":51},[11,5420,5421],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の市場動向を保証するものではなく、個別銘柄の売買を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5423},[5424,5425,5426],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月11日の米国株がダウ+0.98%と4日続落から反発。ただしWTI原油は100ドル台、米長期金利は5%近辺、ドル円は153円台とインフレ要因が重なったまま。日本の家計への輸入物価圧力は緩和されていない。",{},"\u002Freading\u002Farticles\u002F2026-09-12-us-stocks-rebound-oil-stagflation-risk","2026-09-12T09:00:00+09:00",{"title":5367,"description":5427},"reading\u002Farticles\u002F2026-09-12-us-stocks-rebound-oil-stagflation-risk",[164,236],"YiPL7HlZmAG_-sx1BxDNKbBLh4PKufdWhJB0rZON7qU",{"id":5436,"title":5437,"author":6,"body":5438,"category":62,"dataDate":6,"date":5497,"description":5498,"extension":65,"image":6,"meta":5499,"navigation":67,"path":5500,"publishedAt":5501,"seo":5502,"stem":5503,"tags":5504,"type":6,"updated":6,"__hash__":5505},"articles\u002Freading\u002Farticles\u002F2026-09-11-nikkei-1259-yen-drop-boj-rate-hike-outlook.md","日経平均1,259円安・日銀来週利上げ観測──原油高と金利上昇が重なった一日",{"type":8,"value":5439,"toc":5492},[5440,5443,5445,5448,5458,5469,5479,5482,5484,5487,5489],[11,5441,5442],{},"9月11日の東京株式市場は大幅安となった。日経平均株価は前日比1,259円61銭安の64,011円34銭で引け、約1カ月ぶりの安値水準となった。一時は下落幅が2,000円を超える場面もあった。",[15,5444,17],{"id":17},[11,5446,5447],{},"今日の下落は、三つの逆風が重なった結果だ。",[11,5449,5450,5453,5454,42],{},[33,5451,5452],{},"① 原油高騰","：中東情勢の緊迫化（イランのミサイル製造再開報道・フーシ派の動き）を受け、ニューヨーク原油先物が1バレル104ドル台中盤まで上昇し、5月中旬以来の高値圏となった（",[22,5455,315],{"href":5456,"rel":5457},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL115480R10C26A9000000\u002F",[26],[11,5459,5460,5463,5464,42],{},[33,5461,5462],{},"② 米金利上昇","：米国の消費者物価指数（CPI）が本日公表され、根強いインフレを確認した形に。米長期金利は2023年10月以来の高水準に達し、日本国内でも長期金利が3%の節目に迫った（",[22,5465,5468],{"href":5466,"rel":5467},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F495460",[26],"ダイヤモンド・ザイ",[11,5470,5471,5474,5475,5478],{},[33,5472,5473],{},"③ 日銀の来週利上げ観測","：日銀が9月17〜18日の金融政策決定会合で政策金利を現行の1.0%から1.25%に引き上げる方針と報じられている（",[22,5476,315],{"href":1986,"rel":5477},[26],"）。実現すれば6月会合以来3カ月ぶりの追加利上げで、2024年3月以降の利上げ局面では最短ペースとなる。",[11,5480,5481],{},"為替はドル円が153〜155円台で推移し、円安基調が続く。半導体・AI関連株（アドバンテスト、ソフトバンクグループなど）に大きな売りが集まり、指数を押し下げた。",[15,5483,45],{"id":45},[11,5485,5486],{},"原油が1バレル100ドルを超える水準が続けば、ガソリン・電気・ガス代など家計直撃のコストがさらに上がりやすくなる。一方、来週の日銀利上げが実現すれば変動型住宅ローンの基準金利に波及する可能性があるほか、預貯金の金利にもわずかながら上向きの影響が出てくる。「値上がりする生活費」と「じわじわ上がる金利負担」が同時に進む局面となっており、来週17〜18日の日銀決定は引き続き注目しておきたい。",[15,5488,51],{"id":51},[11,5490,5491],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・金利・為替・物価水準を保証するものでもありません。最終判断はご自身の責任でお願いいたします。",{"title":56,"searchDepth":57,"depth":57,"links":5493},[5494,5495,5496],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-11","9月11日の日経平均は前日比1,259円安で約1カ月ぶりの安値。背景には原油高・米金利上昇・日銀の来週利上げ観測が重なる。住宅ローンや光熱費への影響を家計目線で整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-11-nikkei-1259-yen-drop-boj-rate-hike-outlook","2026-09-11T20:00:00+09:00",{"title":5437,"description":5498},"reading\u002Farticles\u002F2026-09-11-nikkei-1259-yen-drop-boj-rate-hike-outlook",[73,236],"LD6fTbncQo3sBo7vlTbIdgWxFHSXSDM8lLTtw4yAQDo",{"id":5507,"title":5508,"author":6,"body":5509,"category":62,"dataDate":6,"date":5497,"description":5564,"extension":65,"image":6,"meta":5565,"navigation":67,"path":5566,"publishedAt":5567,"seo":5568,"stem":5569,"tags":5570,"type":6,"updated":6,"__hash__":5571},"articles\u002Freading\u002Farticles\u002F2026-09-11-nikkei-oil-surge-iran.md","日経平均2000円超安、原油100ドル超え――中東緊迫が前場を直撃",{"type":8,"value":5510,"toc":5559},[5511,5514,5516,5549,5551,5554,5556],[11,5512,5513],{},"9月11日の東京株式市場で、日経平均株価が前場に一時2,000円を超える急落となりました。米国とイランの軍事的緊張が新たな段階に入り、国際原油先物が1バレル104ドル台まで急伸したことが直接的なきっかけです。エネルギー価格の上昇は企業コストを押し上げ、インフレ再燃への警戒が世界的に広がっています。",[15,5515,17],{"id":17},[443,5517,5518,5528,5543],{},[446,5519,5520,5523,5524,42],{},[33,5521,5522],{},"日経平均の下落幅",": 11日の東京市場は始値が前日比994円安の約6万4,276円でスタート。前場では一時2,000円超の下げ幅を記録した（",[22,5525,315],{"href":5526,"rel":5527},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL110I80R10C26A9000000\u002F",[26],[446,5529,5530,5533,5534,5537,5538,42],{},[33,5531,5532],{},"原油価格の急伸",": 米国・イラン間の軍事的衝突が拡大するとの観測から、ニューヨーク原油先物が",[33,5535,5536],{},"1バレル104ドル超","に急伸。エネルギーコストの上昇が企業収益と消費者物価の両面に波及するとの懸念が売りを加速させた（",[22,5539,5542],{"href":5540,"rel":5541},"https:\u002F\u002Fnewsonjapan.com\u002Farticle\u002F150723.php",[26],"News on Japan",[446,5544,5545,5548],{},[33,5546,5547],{},"売りが集まったセクター",": AI・半導体関連株を中心に幅広い銘柄に売りが波及。金利上昇懸念も重なり、成長株の下げが目立った。",[15,5550,45],{"id":45},[11,5552,5553],{},"原油100ドル超えが続けば、ガソリン・電気代・食料品など生活コストに上乗せされ、家計の「実質的な目減り」が再加速するリスクがあります。日銀が物価動向を注視して追加利上げ時期を見直す可能性もあり、今後数週間は中東情勢と原油価格の動きが国内の金利・物価両方に影響を与える展開が続きそうです。",[15,5555,51],{"id":51},[11,5557,5558],{},"本記事は公開情報をもとにした速報的な情報提供を目的としており、投資助言ではありません。個別銘柄の売買や資産運用の判断を推奨するものではなく、将来の相場や物価水準を保証するものでもありません。最終的な判断はご自身の責任のもとで行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5560},[5561,5562,5563],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米イラン間の軍事的緊張が急拡大し、NY原油が104ドル超に急伸。東京前場で日経平均が一時2000円超下落し、インフレ再燃への警戒感が広がっています。",{},"\u002Freading\u002Farticles\u002F2026-09-11-nikkei-oil-surge-iran","2026-09-11T13:00:00+09:00",{"title":5508,"description":5564},"reading\u002Farticles\u002F2026-09-11-nikkei-oil-surge-iran",[236,73],"MfXU0noeukIDrWm1q5QSnSJCKM89zHqohLJ9J0T-zfk",{"id":5573,"title":5574,"author":6,"body":5575,"category":62,"dataDate":6,"date":5497,"description":5690,"extension":65,"image":6,"meta":5691,"navigation":67,"path":5692,"publishedAt":5693,"seo":5694,"stem":5695,"tags":5696,"type":6,"updated":6,"__hash__":5697},"articles\u002Freading\u002Farticles\u002F2026-09-11-brent-oil-ppi-inflation.md","ブレント原油108ドル超え・米PPI前年比+5.4%―エネルギー高と円安が家計を押す",{"type":8,"value":5576,"toc":5685},[5577,5580,5582,5595,5645,5661,5667,5675,5677,5680,5682],[11,5578,5579],{},"9月10日（米国東部時間）のニューヨーク市場は、イラン情勢の緊迫化による原油急騰と米8月生産者物価指数（PPI）の上振れが重なり、主要3指数がそろって4日続落した。ブレント原油が1バレル108ドルを一時突破し、米10年国債利回りは4.95%に跳ね上がるなか、ドル円は153〜154円台を推移している。エネルギーを輸入に依存する日本では、ガソリン・電気代の上昇を通じた家計への影響が引き続き気になる局面だ。",[15,5581,17],{"id":17},[11,5583,5584,5585,374,5590,42],{},"**米国株（9月10日終値）**は3指数そろって下落した（",[22,5586,5589],{"href":5587,"rel":5588},"https:\u002F\u002Fkrmg.com\u002F2026\u002F09\u002F10\u002Fhow-major-us-stock-indexes-fared-thursday-9-10-2026\u002F",[26],"KRMG \u002F AP",[22,5591,5594],{"href":5592,"rel":5593},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-sept-10-2026",[26],"The Street",[2752,5596,5597,5610],{},[2755,5598,5599],{},[2758,5600,5601,5604,5607],{},[2761,5602,5603],{},"指数",[2761,5605,5606],{},"終値",[2761,5608,5609],{},"前日比",[2768,5611,5612,5623,5634],{},[2758,5613,5614,5617,5620],{},[2773,5615,5616],{},"NYダウ",[2773,5618,5619],{},"52,064.10ドル",[2773,5621,5622],{},"▲0.60%",[2758,5624,5625,5628,5631],{},[2773,5626,5627],{},"S&P 500",[2773,5629,5630],{},"7,591.70",[2773,5632,5633],{},"▲0.58%",[2758,5635,5636,5639,5642],{},[2773,5637,5638],{},"ナスダック",[2773,5640,5641],{},"26,081.72",[2773,5643,5644],{},"▲0.65%",[11,5646,5647,5648,5651,5652,5655,5656,42],{},"下落の主因は2点。①",[33,5649,5650],{},"ブレント原油が一時108ドルを突破","——イランとの紛争が続き、中東の供給ルートへの懸念が高まった（出典：",[22,5653,5594],{"href":5592,"rel":5654},[26],"）。②**米8月PPI（生産者物価指数）が前年比+5.4%**と市場予想（+5.3%）を上回り、インフレ再燃への警戒がFRBの追加利上げ観測を強めた（出典：",[22,5657,5660],{"href":5658,"rel":5659},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260911\u002F869531.html",[26],"財経新聞\u002FFisco",[11,5662,5663,5664,42],{},"米10年国債利回りはイラン紛争開始前比で約+1ポイント上昇し、この日は**4.95%**まで跳ね上がった（出典：",[22,5665,5594],{"href":5592,"rel":5666},[26],[11,5668,5669,5671,5672,42],{},[33,5670,1707],{},"はPPIを受けたドル買いで154円67銭まで上昇したのち、153円85銭で引けた（出典：",[22,5673,5660],{"href":5658,"rel":5674},[26],[15,5676,45],{"id":45},[11,5678,5679],{},"原油高は輸送燃料や光熱費を通じて日本の家計に直接届きやすい。ブレント108ドル水準が続けば、すでに高止まりしているガソリン代や電気料金にさらなる上昇圧力がかかる可能性がある。そこに円安（153〜154円台）が重なると、食品・日用品の輸入コストも押し上げられる。米金利高止まりが続けば日米金利差から円安圧力は残りやすく、日銀の政策判断にも影響が及ぶ局面といえる。",[15,5681,51],{"id":51},[11,5683,5684],{},"本記事は公開情報をもとに作成した情報提供を目的としたもので、投資助言ではありません。記事中の数値は執筆時点の速報値であり、確定値と異なる場合があります。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5686},[5687,5688,5689],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月10日（米国時間）、イラン情勢の悪化で原油が108ドルを突破し、PPIも予想を上回る前年比+5.4%。米長期金利は4.95%に跳ね上がり、株式は4日続落。円は153〜154円台で推移し、エネルギー輸入コスト上昇が家計に波及しやすい局面が続く。",{},"\u002Freading\u002Farticles\u002F2026-09-11-brent-oil-ppi-inflation","2026-09-11T09:00:00+09:00",{"title":5574,"description":5690},"reading\u002Farticles\u002F2026-09-11-brent-oil-ppi-inflation",[629,236],"ZXzkq4RfMrthBRug4mnE28iuMQEusaUnsauxrsbuDcM",{"id":5699,"title":5700,"author":6,"body":5701,"category":62,"dataDate":6,"date":5765,"description":5766,"extension":65,"image":6,"meta":5767,"navigation":67,"path":5768,"publishedAt":5769,"seo":5770,"stem":5771,"tags":5772,"type":6,"updated":6,"__hash__":5773},"articles\u002Freading\u002Farticles\u002F2026-09-10-boj-rate-hike-outlook-inflation.md","日銀9月会合まで1週間、物価は年内最高水準—家計への影響を読む",{"type":8,"value":5702,"toc":5760},[5703,5706,5708,5720,5727,5737,5750,5752,5755,5757],[11,5704,5705],{},"日銀が9月17〜18日の金融政策決定会合を控える中、直近の物価指標が年内最高水準に達した。利上げ観測と物価上昇が重なるタイミングで、家計の資産設計を見直す動きが注目される。",[15,5707,17],{"id":17},[11,5709,5710,5711,5714,5715,42],{},"総務省が公表した2026年7月の消費者物価指数（CPI）は、総合が前年同月比",[33,5712,5713],{},"1.9%上昇","と年内最高水準を記録。コアCPI（生鮮食品を除く）も同**1.8%**となり、前月（1.6%）から加速した（",[22,5716,5719],{"href":5717,"rel":5718},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F3d31852d-1ed8-4ac2-8fc8-7bfa64e04dfc",[26],"BigGo Finance, 2026年9月",[11,5721,5722,5723,5726],{},"特に目立つのが生鮮食品価格の急騰だ。前年比",[33,5724,5725],{},"7.0%上昇","と、前月の3.9%から大幅に跳ね上がった。エネルギー価格も2025年11月以来初めてプラスに転じており、中東情勢の緊迫化による原油高と円安の影響が重なった形だ。",[11,5728,5729,5730,5733,5734,42],{},"この物価加速を受け、市場では日銀が9月17〜18日の金融政策決定会合で政策金利を現在の",[33,5731,5732],{},"1.0%から1.25%へ引き上げる","との観測が広がっている（",[22,5735,5719],{"href":5717,"rel":5736},[26],[11,5738,5739,5740,5743,5744,5749],{},"参考として、2026年通年では4人家族の食費・光熱費を含む家計負担が前年比",[33,5741,5742],{},"約8.9万円増加","するとの試算もある（",[22,5745,5748],{"href":5746,"rel":5747},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F560702.html",[26],"第一ライフ資産運用経済研究所, 2026年","）。政府の物価高対策（ガソリン暫定税率廃止・電気ガス負担軽減など）によって一定の緩和効果はあるが、実感としての物価高は続きやすい状況だ。",[15,5751,45],{"id":45},[11,5753,5754],{},"利上げが実現すれば、変動金利型の住宅ローンや借入コストへの影響が出る可能性がある一方、普通預金・定期預金の受取利息はわずかながら改善する方向に働く。物価上昇が継続する局面では現金のまま置いておくと実質購買力が目減りしやすいため、金利動向と物価動向を合わせて確認しておく時期と言える。",[15,5756,51],{"id":51},[11,5758,5759],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。金利・物価の動向は今後変わる可能性があります。個別の金融商品への投資を推奨するものではなく、最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5761},[5762,5763,5764],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-10","2026年7月の消費者物価指数（総合）が年内最高の前年比1.9%に達し、日銀が9月17〜18日に0.25%利上げを行うとの観測が強まっている。エネルギー高と生鮮食品急騰が重なる今、家計の資産設計を整理したい。",{},"\u002Freading\u002Farticles\u002F2026-09-10-boj-rate-hike-outlook-inflation","2026-09-10T20:00:00+09:00",{"title":5700,"description":5766},"reading\u002Farticles\u002F2026-09-10-boj-rate-hike-outlook-inflation",[236,73],"Fj_ee5-HN3fOVMNZxLOcjk_bOP6C_49QTMzGvpVnasA",{"id":5775,"title":5776,"author":6,"body":5777,"category":62,"dataDate":6,"date":5765,"description":5840,"extension":65,"image":6,"meta":5841,"navigation":67,"path":5842,"publishedAt":5843,"seo":5844,"stem":5845,"tags":5846,"type":6,"updated":6,"__hash__":5847},"articles\u002Freading\u002Farticles\u002F2026-09-10-mideast-oil-boj-rate-hike.md","原油96ドル台・日銀利上げ観測で前場の日経平均が545円安",{"type":8,"value":5778,"toc":5835},[5779,5782,5784,5789,5798,5803,5817,5822,5825,5827,5830,5832],[11,5780,5781],{},"中東情勢の緊迫化と日銀の利上げ観測が重なり、10日の東京株式市場は売りが先行する展開となった。前場の日経平均株価は545.32円安の64,597.46円で折り返し、家計にも影響が及ぶ原油高とローン金利上昇という二つの圧力が意識されている。",[15,5783,17],{"id":17},[11,5785,5786],{},[33,5787,5788],{},"原油高とインフレ警戒",[11,5790,5791,5792,5797],{},"米国とイランの軍事的緊張が高まったことを受け、WTI原油先物は1バレル96ドル台に上昇した（",[22,5793,5796],{"href":5794,"rel":5795},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260910\u002F869355.html",[26],"財経新聞 2026-09-10","）。これを受けて米国のインフレへの警戒感が強まり、9日の米長期金利が上昇。NYダウは405ドル安、ナスダックは168ポイント安で終了した。シカゴ日経225先物はナイトセッションで1バレル96ドル台の原油高を織り込みながら大阪比900円安水準まで売られ、10日の東京市場は軟調なスタートとなった。",[11,5799,5800],{},[33,5801,5802],{},"日銀の9月会合と金利上昇",[11,5804,5805,5806,5811,5812,42],{},"日銀は9月17〜18日に金融政策決定会合を控えており、市場では追加利上げが意識されている。日銀は今年6月に政策金利を0.75%から1.0%に引き上げており、野村證券は9月の再利上げをメインシナリオとして見込む（",[22,5807,5810],{"href":5808,"rel":5809},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0840\u002F",[26],"野村ウェルスタイル","）。長期金利（新発10年国債）は一時2.945%と、1996年9月以来約30年ぶりの高さをつけている（",[22,5813,5816],{"href":5814,"rel":5815},"https:\u002F\u002Fnewshub.jp\u002Farticles\u002Fboj-rate-hike-yen-yields",[26],"NewsHub.JP",[11,5818,5819],{},[33,5820,5821],{},"物価と家計",[11,5823,5824],{},"7月の全国CPI（生鮮食品除く）は前年同月比1.8%上昇。原油高が続けばエネルギーコストを通じてガソリン・光熱費が上がる方向に働く。住宅ローンの変動金利は政策金利に連動するため、9月に追加利上げが実施された場合は変動型借入者のコストが増加する見通しだ。",[15,5826,45],{"id":45},[11,5828,5829],{},"原油高によるインフレ懸念と日銀の利上げ観測が同時に強まる局面では、株式市場が不安定になりやすく、為替（現在153円台）の動向にも目が離せない。住宅ローンを変動金利で組んでいる場合は、9月17〜18日の日銀決定会合の結果を確認するタイミングとなる。",[15,5831,51],{"id":51},[11,5833,5834],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、将来の価格・金利・政策を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5836},[5837,5838,5839],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"中東情勢の緊迫化で原油先物が1バレル96ドル台に上昇、インフレ警戒で米長期金利も上昇した。日銀の9月追加利上げ観測も重なり、10日前場の日経平均は545円安で折り返した。",{},"\u002Freading\u002Farticles\u002F2026-09-10-mideast-oil-boj-rate-hike","2026-09-10T13:00:00+09:00",{"title":5776,"description":5840},"reading\u002Farticles\u002F2026-09-10-mideast-oil-boj-rate-hike",[236,73],"feQPJoYDgfIWFkefgsmucSDAUUo1s1v2RRsogsJHzLg",{"id":5849,"title":5850,"author":6,"body":5851,"category":62,"dataDate":6,"date":5765,"description":5913,"extension":65,"image":6,"meta":5914,"navigation":67,"path":5915,"publishedAt":5916,"seo":5917,"stem":5918,"tags":5919,"type":6,"updated":6,"__hash__":5920},"articles\u002Freading\u002Farticles\u002F2026-09-10-oil-price-surge-inflation-risk.md","原油急騰でインフレ懸念が再燃―9日の米株続落と円安・日本物価への波及",{"type":8,"value":5852,"toc":5908},[5853,5856,5858,5870,5877,5887,5898,5900,5903,5905],[11,5854,5855],{},"9月9日（現地時間）の米国株市場は続落した。米・イラン間の軍事的緊張が再び高まり、原油先物が急騰。インフレ再燃への警戒感が広がる中、長期金利も上昇し、株式市場全体に売り圧力がかかった。ドル円は一時154円台に迫り、日本でも光熱費・輸入物価を通じた家計負担増が意識されている。",[15,5857,17],{"id":17},[11,5859,5860,5863,5864,5869],{},[33,5861,5862],{},"米国株の主要指数は続落","。",[22,5865,5868],{"href":5866,"rel":5867},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1675031",[26],"Investing.com の報道","によると、ダウ平均は前日比405.41ドル安の52,380.66ドル（−0.77%）、ナスダック総合は168.07ポイント安の26,253.34（−0.64%）でそれぞれ引けた。",[11,5871,5872,5873,5876],{},"下落の直接的な引き金となったのが",[33,5874,5875],{},"原油価格の急騰","だ。WTI原油先物（10月限）は前日比3.58ドル高の1バレル96.61ドル（+3.85%）と、約3か月半ぶりの高値を記録した（同Investing.com）。米軍とイランの対立激化を受けて中東産原油の供給不安が高まり、エネルギー市場に買いが集中した。",[11,5878,5879,5863,5882,5886],{},[33,5880,5881],{},"ドル円は円安方向へ",[22,5883,849],{"href":5884,"rel":5885},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F09\u002F072945",[26],"によると、9日のニューヨーク市場は一時154円42銭まで買われ、終値は153円98銭となった。インフレ再燃→米長期金利上昇→ドル買いの連鎖が働いた形だ。日銀の利上げ加速観測が前日に円高を演じた後の急反転で、153円台後半での底堅さが続いている。",[11,5888,5889,5892,5893,42],{},[33,5890,5891],{},"日本株も警戒感が広がっている","。大阪取引所の夜間先物では日経平均先物（9月限）が900円安の6万4,360円で取引を終えており、9月10日の東京市場は売り先行での開始が見込まれる（",[22,5894,5897],{"href":5895,"rel":5896},"https:\u002F\u002Ftbladvisory.com\u002F20260910nkam\u002F",[26],"TBLアドバイザリー",[15,5899,45],{"id":45},[11,5901,5902],{},"原油が1バレル96ドル台に乗せると、日本ではガソリン・電気・ガスといった光熱費への転嫁圧力が再び高まりやすい。加えてドル円が154円台に迫る水準にあると、輸入食料品・日用品のコストも上振れしやすく、家計のインフレ負担が「二重の押し上げ」を受ける構図になりかねない。来週には米連邦公開市場委員会（FOMC）が控えており、その前後での長期金利・為替の動きに注目しておきたい。",[15,5904,51],{"id":51},[11,5906,5907],{},"本記事は一般的な情報提供を目的としたものであり、投資助言・売買の推奨ではありません。記載した数値はすべて出典記事の公表時点のものであり、その後の変動を反映しておりません。投資に関する最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5909},[5910,5911,5912],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"中東情勢の緊迫化でWTI原油が約3か月半ぶりの高値を付け、9日の米国株は続落。ドル円は153円台後半まで円安に振れ、日本の光熱費・物価への上昇圧力が高まっている。",{},"\u002Freading\u002Farticles\u002F2026-09-10-oil-price-surge-inflation-risk","2026-09-10T09:00:00+09:00",{"title":5850,"description":5913},"reading\u002Farticles\u002F2026-09-10-oil-price-surge-inflation-risk",[164,236],"ZXhqNNeI0ZeXslkuye1mbUlU13IdBdKbrSeTeDke9lI",{"id":5922,"title":5923,"author":6,"body":5924,"category":62,"dataDate":6,"date":5987,"description":5988,"extension":65,"image":6,"meta":5989,"navigation":67,"path":5990,"publishedAt":5991,"seo":5992,"stem":5993,"tags":5994,"type":6,"updated":6,"__hash__":5995},"articles\u002Freading\u002Farticles\u002F2026-09-09-market-close-boj-rate.md","9月9日の相場まとめ｜日経平均続落・住宅ローン金利上昇で家計への波及は",{"type":8,"value":5925,"toc":5982},[5926,5932,5934,5940,5943,5965,5972,5974,5977,5979],[11,5927,5928,5929,42],{},"2026年9月9日の東京株式市場で、日経平均株価は前日比126円55銭（0.19%）安の65,142円78銭で取引を終えた。中東情勢の悪化を背景にした原油高が重荷となり、東証プライムに上場する銘柄の約6割が値下がりした（",[22,5930,315],{"href":5256,"rel":5931},[26],[15,5933,17],{"id":17},[11,5935,5936,5937,42],{},"相場を押し下げた主因は原油高だ。中東の地政学リスクが意識され、エネルギーコスト上昇への警戒感が高まった。また、8日に円相場が一時1ドル＝152円台後半まで上昇（円高が進行）し、輸出関連株に売り圧力がかかった（",[22,5938,315],{"href":5256,"rel":5939},[26],[11,5941,5942],{},"下支えとなったのは電線株だ。フジクラ・住友電気工業・古河電気工業などが買われ、指数の下落幅を縮小する一因となった。",[11,5944,5945,5946,5953,5954,5961,5962,42],{},"一方、家計に直結する住宅ローン金利は上昇が続いている。日銀は今年6月の金融政策決定会合で政策金利を0.75%から",[33,5947,5948,5949,5952],{},"1.00%",[33,5950,5951],{},"に引き上げた。1995年以来、約31年ぶりの高水準だ。これを受けて9月からメガバンク3行が変動金利を引き上げ、メガバンクの変動金利平均は","1.248%","、ネット銀行平均は",[33,5955,5956,5957,5960],{},"1.292%",[33,5958,5959],{},"に上昇した。10年固定金利（メガバンク平均）は","3.843%","、フラット35は**3.460%**となり、どちらも2018年1月以降の最高水準を更新した（",[22,5963,1754],{"href":438,"rel":5964},[26],[11,5966,5967,5968,42],{},"さらに9月18日に日銀の金融政策決定会合が予定されており、野村證券は追加利上げをメインシナリオとしている（",[22,5969,5971],{"href":5808,"rel":5970},[26],"野村証券ウェルスタイル",[15,5973,45],{"id":45},[11,5975,5976],{},"原油高は輸入コストを押し上げ、電気・ガス代や食料品価格に遅れて波及しやすい。9月18日の日銀会合で政策金利がさらに引き上げられれば、変動金利の住宅ローンを抱える家庭にとって月々の返済額が増加する可能性がある。金利タイプや返済計画の見直しを検討するタイミングとして意識しておきたい局面だ。",[15,5978,51],{"id":51},[11,5980,5981],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品の購入・解約を推奨するものではなく、将来の株価・金利・為替水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":5983},[5984,5985,5986],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-09","日経平均は126円安の65,142円で続落。原油高と円高が重荷に。6月の日銀利上げを受け変動金利は上昇済みで、9月18日の会合では追加利上げ観測も根強い。",{},"\u002Freading\u002Farticles\u002F2026-09-09-market-close-boj-rate","2026-09-09T20:00:00+09:00",{"title":5923,"description":5988},"reading\u002Farticles\u002F2026-09-09-market-close-boj-rate",[73,236],"q4JQzyHKvdV9cR2LfisfWKhobR4HdXGMhZw3i83TyfE",{"id":5997,"title":5998,"author":6,"body":5999,"category":62,"dataDate":6,"date":5987,"description":6050,"extension":65,"image":6,"meta":6051,"navigation":67,"path":6052,"publishedAt":6053,"seo":6054,"stem":6055,"tags":6056,"type":6,"updated":6,"__hash__":6057},"articles\u002Freading\u002Farticles\u002F2026-09-09-yen-boj-rate-hike-september.md","円が2月以来の高値・日銀9月利上げ観測が強まる",{"type":8,"value":6000,"toc":6045},[6001,6008,6010,6019,6032,6035,6037,6040,6042],[11,6002,6003,6004,6007],{},"円が対ドルで約7カ月ぶりの高値圏に入り、9月8日（月）のロンドン時間にかけて",[33,6005,6006],{},"1ドル＝152.89円","まで上昇した。前週末（9月3日）時点で円は週間で約2.5%の上昇を記録し、1997年以来最強の週間パフォーマンスとなっていた。市場では日銀が9月18日の金融政策決定会合で追加利上げに動くとの観測が急速に高まっており、これが円買い・株売りの流れを生んでいる。",[15,6009,17],{"id":17},[11,6011,6012,6013,6018],{},"日銀は2026年6月の会合で政策金利を**1.00%**に引き上げた（",[22,6014,6017],{"href":6015,"rel":6016},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F623090.html",[26],"第一生命経済研究所レポート","）。その後、9月18日の会合でさらに0.25%の追加利上げが実施されるとの観測が市場に広がっており、円高の主因となっている。",[11,6020,6021,6022,6027,6028,42],{},"9月8日、ドル円は1日で約1%上昇して152.89円に到達し、2月以来の高値を更新した（",[22,6023,6026],{"href":6024,"rel":6025},"https:\u002F\u002Fwww.tickmill.com\u002Fblog\u002Fdaily-market-outlook-september-8-2026",[26],"Tickmill Daily Market Outlook, Sep 8 2026","）。前週末には週間騰落率が約2.5%の円高と報じられ、同期間の円のパフォーマンスとしては1997年以来最大との報道もある（",[22,6029,6031],{"href":5250,"rel":6030},[26],"CNBC, Sep 3 2026",[11,6033,6034],{},"利上げ観測を後押しする材料として、日本の賃金上昇率が1997年以来最速水準にある点も指摘されている。賃金上昇がインフレの持続性を示すとして、日銀がさらなる正常化に動ける環境と市場は解釈している。",[15,6036,45],{"id":45},[11,6038,6039],{},"円高が定着すれば、輸入物価の上昇圧力は和らぎ、エネルギーや食料品の値上がりに苦しむ家計には一定のプラスになりえる。一方、輸出企業の採算悪化を通じて株価（特に輸出関連）への下押し圧力となる可能性もあり、NISA口座で日本株を保有している場合は業種への影響を確認したい局面かもしれない。9月18日の会合結果が次の相場の方向感を左右する重要な節目となりそうだ。",[15,6041,51],{"id":51},[11,6043,6044],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の為替・金利・株価の動向を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6046},[6047,6048,6049],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"ドル円が152円台まで上昇し、日銀が9月18日の会合で追加利上げに踏み切るとの市場観測が高まっている。家計や資産運用への波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-09-yen-boj-rate-hike-september","2026-09-09T13:00:00+09:00",{"title":5998,"description":6050},"reading\u002Farticles\u002F2026-09-09-yen-boj-rate-hike-september",[236,73],"md8Rzx6_eklo2vlD-bsNg7NG-NBcZnlFLuQ41S6WG6o",{"id":6059,"title":6060,"author":6,"body":6061,"category":62,"dataDate":6,"date":5987,"description":6114,"extension":65,"image":6,"meta":6115,"navigation":67,"path":6116,"publishedAt":6117,"seo":6118,"stem":6119,"tags":6120,"type":6,"updated":6,"__hash__":6121},"articles\u002Freading\u002Farticles\u002F2026-09-09-oil-surge-iran-us-stocks-impact.md","原油が3カ月ぶり高値、ダウは628ドル安──中東不安が日本の物価に波及するか",{"type":8,"value":6062,"toc":6109},[6063,6072,6074,6090,6099,6101,6104,6106],[11,6064,6065,6066,6071],{},"8日（現地時間）のニューヨーク市場は、中東情勢の緊迫化による原油高を嫌気して続落しました。",[22,6067,6070],{"href":6068,"rel":6069},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL090180Z00C26A9000000\u002F",[26],"NYダウ平均は628.18ドル安の52,786.07ドル","、ナスダック総合も85.58ポイント安となり、インフレ再燃への警戒が売りを加速させる展開でした。",[15,6073,17],{"id":17},[11,6075,6076,6079,6080,6083,6084,6089],{},[22,6077,3725],{"href":6068,"rel":6078},[26],"によると、イランのカーグ島で爆発音があったとの現地メディア報道をきっかけにエネルギー供給への不安が広がりました。WTI原油先物（10月限）は一時1バレル",[33,6081,6082],{},"94.73ドル","と期近物として3カ月ぶりの高値を更新し、終値は",[22,6085,6088],{"href":6086,"rel":6087},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260909\u002F869135.html",[26],"94.04ドル（前日比+1.52ドル、+1.64%）","となりました。",[11,6091,6092,6093,6098],{},"原油高はインフレ再燃につながるとの見方から米長期金利も上昇し、株価の重荷になりました。為替市場ではドル円が",[22,6094,6097],{"href":6095,"rel":6096},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_09_08_usdjpy\u002F",[26],"154円台前半","で推移。日銀の利上げペース加速観測から、先週末比で200銭を超える円高が進む場面もありました。",[15,6100,45],{"id":45},[11,6102,6103],{},"日本はエネルギーの大半を輸入に頼っており、原油高が続けばガソリン代・電気代・食料品の価格に上乗せされるルートで家計を圧迫しやすい構造です。一方で円高方向への動きは輸入コストの上昇を一部相殺するため、今後のドル円の水準が物価へのダメージを左右するポイントになりそうです。",[15,6105,51],{"id":51},[11,6107,6108],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の投資行動を推奨するものではなく、将来の相場や物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6110},[6111,6112,6113],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"対イラン情勢の悪化でWTI原油が一時94.73ドルに急騰、NYダウは628ドル安と続落。エネルギー輸入依存の日本では物価や電気代への影響が気になります。",{},"\u002Freading\u002Farticles\u002F2026-09-09-oil-surge-iran-us-stocks-impact","2026-09-09T09:00:00+09:00",{"title":6060,"description":6114},"reading\u002Farticles\u002F2026-09-09-oil-surge-iran-us-stocks-impact",[164,236],"Q0GcUygo0Cpe1-QpQ65GX9_B5JD8MC5E7MlDvoO3CZs",{"id":6123,"title":6124,"author":6,"body":6125,"category":62,"dataDate":6,"date":6182,"description":6183,"extension":65,"image":6,"meta":6184,"navigation":67,"path":6185,"publishedAt":6186,"seo":6187,"stem":6188,"tags":6189,"type":6,"updated":6,"__hash__":6190},"articles\u002Freading\u002Farticles\u002F2026-09-08-yen-surge-boj-rate-hike-september.md","円高急進・日経1,130円安──日銀9月利上げ観測と家計への影響",{"type":8,"value":6126,"toc":6177},[6127,6135,6137,6154,6161,6164,6166,6169,6172,6174],[11,6128,6129,6130,5863],{},"9月8日の東京市場は「円高・株安」の一日となった。外国為替市場でドル円相場が一時1ドル＝152円台まで急伸し、輸出関連株に売りが広がった結果、",[22,6131,6134],{"href":6132,"rel":6133},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL080JWTY6A900C2000000\u002F",[26],"日経平均株価は前日比1,130円超の大幅安で引けた",[15,6136,17],{"id":17},[11,6138,6139,6140,6143,6144,6149,6150,42],{},"円高進行の直接の背景は、",[33,6141,6142],{},"9月18日開催予定の日銀金融政策決定会合","に対する追加利上げ観測の高まりだ。日銀の植田和男総裁は9月2日の発言で「利上げは毎回の会合で議論する」と明言し（",[22,6145,6148],{"href":6146,"rel":6147},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fnd-20260902de47787",[26],"NHKニュース 2026年9月2日","）、市場の9月利上げ予想確率は8割近くまで上昇している（",[22,6151,315],{"href":6152,"rel":6153},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL120ET0S6A810C2000000\u002F",[26],[11,6155,6156,6157,42],{},"野村證券は8月、日銀の9月利上げを「メインシナリオ」へ変更。予想利上げ幅は現状の1.00%から1.25%への引き上げで、その後12月に1.50%、2027年3月に1.75%という経路が有力視されている（",[22,6158,6160],{"href":5808,"rel":6159},[26],"野村證券 ウェルスタイル",[11,6162,6163],{},"賃金が1997年以来の高い伸びを示しているうえ、2026年後半の消費者物価も2%超で推移していることが、日銀の引き締め姿勢を後押ししている。",[15,6165,45],{"id":45},[11,6167,6168],{},"円高は輸入コストを押し下げる方向に働くため、食料品や光熱費を通じた物価上昇ペースが和らぐ可能性がある。家計の購買力という観点では、急激な円安よりも緩やかな円高は生活防衛の追い風になりうる。",[11,6170,6171],{},"一方、日本の輸出企業株を保有するNISA利用者にとっては、今回のような円高局面は評価額を圧迫する局面でもある。日銀の利上げが続けば住宅ローン（変動型）の返済コストも段階的に上がる可能性があり、手元の借入条件を改めて確認しておくタイミングかもしれない。",[15,6173,51],{"id":51},[11,6175,6176],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、相場の方向性や金利の動向を保証するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6178},[6179,6180,6181],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-08","9月8日、ドル円が一時152円台へ急伸し、日経平均は前日比1,130円超安で引けた。9月18日の日銀会合での追加利上げ観測が背景にある。",{},"\u002Freading\u002Farticles\u002F2026-09-08-yen-surge-boj-rate-hike-september","2026-09-08T20:00:00+09:00",{"title":6124,"description":6183},"reading\u002Farticles\u002F2026-09-08-yen-surge-boj-rate-hike-september",[236,73],"EHOo9Hrcr5ThTGp-Po-lZZVeASodqn4AAcsO-LJONyQ",{"id":6192,"title":6193,"author":6,"body":6194,"category":62,"dataDate":6,"date":6182,"description":6248,"extension":65,"image":6,"meta":6249,"navigation":67,"path":6250,"publishedAt":6251,"seo":6252,"stem":6253,"tags":6254,"type":6,"updated":6,"__hash__":6255},"articles\u002Freading\u002Farticles\u002F2026-09-08-yen-surge-boj-rate-hike-outlook.md","円急騰・152円台突入、日銀追加利上げ観測が前場を揺らす",{"type":8,"value":6195,"toc":6243},[6196,6199,6201,6216,6227,6233,6235,6238,6240],[11,6197,6198],{},"9月8日の東京市場では、ドル円が前週末比200銭超の急伸を見せ、午前中に152円台まで突入した。前場の日経平均は大きく下落して寄り付いたが、売り一巡後に下げ渋りを経てプラス圏を回復。前場終値は前日比45円29銭高の6万6445円13銭と小幅高で折り返した。",[15,6200,17],{"id":17},[11,6202,6203,6206,6207,374,6212,42],{},[33,6204,6205],{},"ドル円の急伸",": 東京市場の午前中に154円37銭から152円88銭まで急落（円は上昇）し、一時200銭超の円高進行となった。背景として①日本銀行の追加利上げペース加速観測、②ベッセント米財務長官による円安是正を求める圧力の2点が市場で意識されている（",[22,6208,6211],{"href":6209,"rel":6210},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260908\u002F869052.html",[26],"財経新聞 9\u002F8報道",[22,6213,6215],{"href":6095,"rel":6214},[26],"OANDA市場解説",[11,6217,6218,6221,6222,42],{},[33,6219,6220],{},"日経平均の前場",": 寄り付きは556円安の65,843円と急落スタート。その後売りが一巡して下げ幅を縮小し、前場終値は45円29銭高の66,445円13銭と小幅プラスで午後の取引に臨んだ（",[22,6223,6226],{"href":6224,"rel":6225},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260908\u002F869050.html",[26],"財経新聞・ランチタイムコメント",[11,6228,6229,6232],{},[33,6230,6231],{},"銘柄の明暗",": 円高による採算悪化懸念からトヨタ・ソニーG・TDK・村田製作所など輸出関連株に売りが優勢。一方、原油高を追い風にした出光興産などエネルギー関連株が買われ、ソフトバンクグループも急伸して指数を下支えした。米国は前日（9\u002F7）がレーバーデー休場だったため、海外勢からの手掛かりが限定的だった点も背景にある。",[15,6234,45],{"id":45},[11,6236,6237],{},"今回の円高は経済サイクルによる緩やかな動きではなく、「日銀が利上げを前倒しするかもしれない」という観測と米側からの政治的圧力が重なって起きている。円高が続けば輸入物価の下押しにつながり家計の購買力改善が期待される一方、海外ETF・外国株など外貨建て資産の円換算リターンには目減り要因となる点は留意しておきたい。",[15,6239,51],{"id":51},[11,6241,6242],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・為替の売買を推奨するものではなく、相場の見通しを保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6244},[6245,6246,6247],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月8日前場、ドル円は152円台に急伸。日銀の追加利上げ観測とベッセント米財務長官の円安是正発言が背景にあり、輸出株には売り圧力が広がった一方、エネルギー株が下支えした。",{},"\u002Freading\u002Farticles\u002F2026-09-08-yen-surge-boj-rate-hike-outlook","2026-09-08T13:00:00+09:00",{"title":6193,"description":6248},"reading\u002Farticles\u002F2026-09-08-yen-surge-boj-rate-hike-outlook",[236,73],"sr53VM5mNKRkrxxi04TwqO_Q2qYNZAH-Pt_fFZQLbjY",{"id":6257,"title":6258,"author":6,"body":6259,"category":62,"dataDate":6,"date":6182,"description":6313,"extension":65,"image":6,"meta":6314,"navigation":67,"path":6315,"publishedAt":6316,"seo":6317,"stem":6318,"tags":6319,"type":6,"updated":6,"__hash__":6320},"articles\u002Freading\u002Farticles\u002F2026-09-08-yen-surge-boj-september-hike.md","円が1週間で3%超の急伸、日銀9月利上げ観測が背景",{"type":8,"value":6260,"toc":6308},[6261,6264,6266,6282,6285,6294,6296,6303,6305],[11,6262,6263],{},"9月2日に1ドル＝160円38銭台をつけていたドル円相場が、9月7日には154円07銭（6ヶ月ぶり安値）まで急伸しました。1週間足らずで約3.4%の円高が進んだ格好で、週明けの東京市場への影響が注目されています。",[15,6265,17],{"id":17},[11,6267,6268,6269,6272,6273,6276,6277,42],{},"急速な円高の主因は、",[33,6270,6271],{},"日銀の9月会合での利上げ観測","です。高市早苗首相の経済顧問 Takuji Aida 氏が「日銀は今月の会合で利上げを実施するとみている」と発言し、市場では現在の政策金利（1.00%）から",[33,6274,6275],{},"0.25%の引き上げ（1.25%へ）をほぼ完全に織り込んだ","状態とされています（",[22,6278,6281],{"href":6279,"rel":6280},"https:\u002F\u002Finvestinglive.com\u002Fnews\u002Finvestinglive-americas-fx-news-wrap-7-sept-usd-falls-as-the-yen-surges-on-boj-rate-hike-expectations\u002F",[26],"InvestingLive, 2026-09-07",[11,6283,6284],{},"観測を後押ししたのは日本の賃金統計です。7月の実質賃金が前年同月比＋2.4%（2021年以来の最大の伸び）、名目賃金が＋4.7%（1997年以来の最速ペース）と、日銀の「賃金と物価の好循環」論拠を支える数字が出ました（同上）。",[11,6286,6287,6288,6293],{},"一方、米国では8月の雇用統計（非農業部門雇用者数＋16万2,000人、失業率4.1%）が市場予想を大幅に上回りましたが（",[22,6289,6292],{"href":6290,"rel":6291},"https:\u002F\u002Ffinancefeeds.com\u002Fglobal-fx-market-summary-hawkish-boj-us-jobs-surge-and-energy-shocks-drive-global-markets-september-7-2026\u002F",[26],"FinanceFeeds, 2026-09-07","）、円高の勢いを止めるには至りませんでした。なお、9月7日は米国の祝日（Labor Day）のため、先週金曜（9月5日）がNFP発表後の最終取引日となっています。",[15,6295,45],{"id":45},[11,6297,6298,6299,6302],{},"日銀が利上げに踏み切れば、",[33,6300,6301],{},"変動金利型の住宅ローンを抱える家庭","では返済額が増える可能性があります。他方、円高は輸入エネルギーや食料品の価格下落を通じてインフレ圧力を和らげる方向に働きうるため、家計への影響は一面的ではありません。NISAで米国株ETFなどを保有している場合は、為替差によって円建てリターンが目減りしやすい局面であることも念頭に置いておくと良さそうです。",[15,6304,51],{"id":51},[11,6306,6307],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金利や為替の今後の動向を保証するものではなく、個別商品の購入・売却を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6309},[6310,6311,6312],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月2日に160円台だったドル円が7日には154円台へ急落。日銀が今月の会合で0.25%利上げを行うとの観測が急速に高まっており、変動金利ローンや輸入物価への影響が注目されます。",{},"\u002Freading\u002Farticles\u002F2026-09-08-yen-surge-boj-september-hike","2026-09-08T09:00:00+09:00",{"title":6258,"description":6313},"reading\u002Farticles\u002F2026-09-08-yen-surge-boj-september-hike",[236,73],"L0hVp6F-uK10dpF2YDBYJ4BRl_XC82xrhOjfRcVtJHY",{"id":6322,"title":6323,"author":6,"body":6324,"category":62,"dataDate":6,"date":6384,"description":6385,"extension":65,"image":6,"meta":6386,"navigation":67,"path":6387,"publishedAt":6388,"seo":6389,"stem":6390,"tags":6391,"type":6,"updated":6,"__hash__":6392},"articles\u002Freading\u002Farticles\u002F2026-09-07-nikkei-close-yen-spike.md","日経平均は66,399円（+1,378円）で今年最高値圏へ――夕方にドル円が154円台へ急落",{"type":8,"value":6325,"toc":6379},[6326,6329,6331,6345,6360,6370,6372,6375,6377],[11,6327,6328],{},"9月7日の東京株式市場は日経平均株価が前週末比1,378円高と大幅上昇で引けた。だが同じ日の夕方、為替市場ではドル円が154円台まで急落する場面があり、朝の「円安・株高」から引けにかけての「円高・株高」へとめまぐるしく動いた1日となった。",[15,6330,17],{"id":17},[11,6332,6333,6335,6336,6339,6340,6344],{},[33,6334,5606],{},": 日経平均は前週末比+1,378.90円（+2.12%）の ",[33,6337,6338],{},"66,399.84円"," で大引け。TOPIXは+22.57ポイントの4,125.80ポイントだった（",[22,6341,1686],{"href":6342,"rel":6343},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260907\u002F868954.html",[26],"）。前場は米AI・半導体株高を引き継ぎ66,668円の高値をつけたが、後場は伸び悩み大引けに向けて落ち着いた。",[11,6346,6347,6350,6351,6354,6355,6359],{},[33,6348,6349],{},"ドル円の急落",": 朝方に156円28銭をつけたドル円は、夕方にかけて ",[33,6352,6353],{},"154円30銭"," まで約2円近く急落した。17時時点では155円00〜10銭に戻したものの、原油安・ドル安の流れが重なり円買いが進んだ（",[22,6356,1686],{"href":6357,"rel":6358},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260907\u002F868971.html",[26],"）。ユーロ・円も180円48銭から179円70銭へ下落した。",[11,6361,6362,6365,6366,6369],{},[33,6363,6364],{},"日銀利上げ観測",": 野村證券は9月17〜18日の金融政策決定会合での追加利上げ（政策金利1.00%→1.25%程度）をメインシナリオとしている（",[22,6367,5810],{"href":5808,"rel":6368},[26],"）。今週末に向けて日銀関係者の発言が市場の注目を集めやすい局面だ。",[15,6371,45],{"id":45},[11,6373,6374],{},"夕方の円高進行が続けば、輸入物価（食料品・エネルギー）の上昇ペースが緩む方向に働く可能性がある。NISA等で国内株を保有する世帯には本日の株高が資産価値を押し上げる恩恵となった一方、日銀が利上げに踏み込んだ場合は変動型住宅ローン金利への波及が視野に入ってくる。",[15,6376,51],{"id":51},[11,6378,1011],{},{"title":56,"searchDepth":57,"depth":57,"links":6380},[6381,6382,6383],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-07","9月7日の日経平均は前週末比+1,378円の66,399円で大引け。一方で夕方のドル円が154円30銭まで急落し、「株高と円高」が同時進行した1日の総括。",{},"\u002Freading\u002Farticles\u002F2026-09-07-nikkei-close-yen-spike","2026-09-07T20:00:00+09:00",{"title":6323,"description":6385},"reading\u002Farticles\u002F2026-09-07-nikkei-close-yen-spike",[73,236],"FqB87pLebsJGI0bH_mzP9y33wpUob1tR2yewq45dXXM",{"id":6394,"title":6395,"author":6,"body":6396,"category":62,"dataDate":6,"date":6384,"description":6510,"extension":65,"image":6,"meta":6511,"navigation":67,"path":6512,"publishedAt":6513,"seo":6514,"stem":6515,"tags":6516,"type":6,"updated":6,"__hash__":6517},"articles\u002Freading\u002Farticles\u002F2026-09-07-jgb-yield-3pct-mortgage-impact.md","長期金利3%・住宅ローンへの直撃と前場の株高",{"type":8,"value":6397,"toc":6505},[6398,6405,6407,6412,6423,6442,6447,6454,6459,6480,6492,6494,6500,6502],[11,6399,6400,6401,6404],{},"9月7日（月）前場、日経平均は ",[33,6402,6403],{},"66,460円（前週末比 +1,439円）"," で引けた。一時66,668円まで上昇し、AI・半導体株がけん引する強い展開だった。その一方で、9月1日から続く長期金利の3%超えが固定型住宅ローンへの直撃として家計に忍び寄っている。",[15,6406,17],{"id":17},[11,6408,6409],{},[33,6410,6411],{},"長期金利3%台——約30年ぶりの高水準",[11,6413,6414,6415,6418,6419,42],{},"9月1日、日本の新発10年国債利回りが ",[33,6416,6417],{},"3.0%"," に到達した。これは1996年9月以来、約30年ぶりの水準で、2年債も31年ぶりの高さとなっている（",[22,6420,6422],{"href":1816,"rel":6421},[26],"ICHIZEN CAPITAL 詳報",[11,6424,6425,6426,6429,6430,6433,6434,4697,6437,42],{},"背景は3つの要因が重なったとされる：①9月17〜18日の日銀金融政策決定会合での",[33,6427,6428],{},"追加利上げ観測","、②1ドル=155〜160円台で推移する",[33,6431,6432],{},"円安インフレ","、③財源の裏付けが乏しい積極財政への",[33,6435,6436],{},"国債需給への懸念",[22,6438,6441],{"href":6439,"rel":6440},"https:\u002F\u002Fyamatokikyo.jp\u002Fchouki-kinri-3-percent-2026-09\u002F",[26],"ヤマト帰郷 解説",[11,6443,6444],{},[33,6445,6446],{},"フラット35が過去最高水準を更新",[11,6448,6449,6450,6453],{},"住宅金融支援機構の「フラット35」9月適用最低金利は ",[33,6451,6452],{},"3.46%","（8月比 +0.17ポイント）。4,000万円・35年返済の試算では、月々の返済が約3,900円増、総返済額が約164万円増となる（同上）。固定金利は「当面は下がりにくく、さらに上昇する可能性も排除できない」状況だ。",[11,6455,6456],{},[33,6457,6458],{},"9月7日前場の市場動向",[443,6460,6461,6468,6474,6477],{},[446,6462,6463,6464,6467],{},"日経平均：",[33,6465,6466],{},"66,460円（+1,439円）"," ／高値 66,668円（11:15時点）",[446,6469,6470,6471],{},"ドル円：",[33,6472,6473],{},"156.14円",[446,6475,6476],{},"アドバンテスト +5.70%、東京エレクトロン +4.74%と半導体・AI関連が上昇をけん引",[446,6478,6479],{},"ソニー −2.95%、三井住友FG −1.31%、三菱UFJ −1.11%は売られる展開",[11,6481,4697,6482,374,6487,1714],{},[22,6483,6486],{"href":6484,"rel":6485},"https:\u002F\u002Fmiken.muragon.com\u002Fentry\u002F3209.html",[26],"前場速報 via miken ブログ",[22,6488,6491],{"href":6489,"rel":6490},"https:\u002F\u002Fsundayguardianlive.com\u002Fbusiness\u002Fnikkei-225-today-september-7-2026-index-jumps-nearly-2-above-66300-check-why-japanese-stocks-are-rising-top-gainers-market-trends-and-key-factors-279001\u002F",[26],"Nikkei 225 上昇の背景 via Sunday Guardian Live",[15,6493,45],{"id":45},[11,6495,6496,6499],{},[33,6497,6498],{},"株高と金利高が同時進行する局面","で、立場によって「家計への効き方」が逆になっている。NISA等で株式資産を保有する世帯には資産値上がりの恩恵がある一方、これから固定ローンを組む・借り換えを検討している世帯にとっては3.46%という金利水準は軽視しにくい。日銀が9月会合で利上げに踏み込めば、変動金利型の適用金利にも波及する可能性がある点も注意したい。",[15,6501,51],{"id":51},[11,6503,6504],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金利・株価の予測や個別の金融商品の推奨を行うものではなく、将来の水準を保証しません。ローンや資産運用の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6506},[6507,6508,6509],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月1日に日本の10年国債利回りが約30年ぶりに3%台へ。フラット35は最低3.46%と記録更新。前場では日経平均が1,400円超高と株高が続き、金利高・株高の綱引きが家計に迫る。",{},"\u002Freading\u002Farticles\u002F2026-09-07-jgb-yield-3pct-mortgage-impact","2026-09-07T13:00:00+09:00",{"title":6395,"description":6510},"reading\u002Farticles\u002F2026-09-07-jgb-yield-3pct-mortgage-impact",[236,73],"kfz20hBxZTnOR6Oi-__GcyKaL4Xhhi6B_LCpJ-o87EQ",{"id":6519,"title":6520,"author":6,"body":6521,"category":62,"dataDate":6,"date":6384,"description":6604,"extension":65,"image":6,"meta":6605,"navigation":67,"path":6606,"publishedAt":6607,"seo":6608,"stem":6609,"tags":6610,"type":6,"updated":6,"__hash__":6611},"articles\u002Freading\u002Farticles\u002F2026-09-07-us-jobs-data-rate-hike-risk-yen.md","米雇用統計が予想の3倍超――FRB利上げ観測が再燃、円安156円台へ",{"type":8,"value":6522,"toc":6599},[6523,6526,6528,6537,6546,6564,6573,6580,6589,6591,6594,6596],[11,6524,6525],{},"先週金曜（米国時間9月4日）に発表された8月の米雇用統計が市場予想を大幅に上回り、米連邦準備制度理事会（FRB）の追加利上げ観測が一気に再燃した。ドル円は156円台後半へ急伸し、今週開かれる9月のFOMC（連邦公開市場委員会）が最大の焦点となっている。",[15,6527,17],{"id":17},[11,6529,6530,6531,6536],{},"米労働省が9月4日に発表した",[22,6532,6535],{"href":6533,"rel":6534},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F09\u002F03\u002Fstock-market-today-live-updates.html",[26],"8月の非農業部門雇用者数（NFP）は前月比16.2万人増","。市場予想（ダウ・ジョーンズ調査：約5.3〜5.6万人増）を約3倍上回る強い結果だった。",[11,6538,6539,6540,6545],{},"強い雇用データを受け、「9月FOMCでの利上げ」を意識した売りが広がり、主要3指数は揃って下落して引けた（",[22,6541,6544],{"href":6542,"rel":6543},"https:\u002F\u002Fvittarthi.com\u002Fmarkets\u002Fus",[26],"vittarthi.com \u002F CNBC 集計","）：",[443,6547,6548,6553,6558],{},[446,6549,6550,6552],{},[33,6551,5616],{},"：53,414.25ドル（前日比 −271.86ドル、−0.51%）",[446,6554,6555,6557],{},[33,6556,5627],{},"：7,718.60（−0.38%）",[446,6559,6560,6563],{},[33,6561,6562],{},"ナスダック総合","：26,506.99（−0.29%）",[11,6565,6566,6567,6572],{},"為替市場ではドル買いが加速。",[22,6568,6571],{"href":6569,"rel":6570},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F07\u002F071605",[26],"ドル円は一時156.742円まで急伸","した後、日銀の追加利上げ観測や円買い戻しで155.336円まで急反落。ニューヨーク終値は156.28円近辺だった。",[11,6574,6575,6576,42],{},"米10年国債利回りは約4.785%で推移しており、引き続き高水準が続いている（",[22,6577,2121],{"href":6578,"rel":6579},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202609050090",[26],[11,6581,6582,6583,6588],{},"なお本日（9月7日）は米国とカナダがレイバーデーで休場のため、",[22,6584,6587],{"href":6585,"rel":6586},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F07\u002F083000",[26],"ドル円は155.5〜156.5円のレンジで薄商いが続く見通し","。今週9月15〜16日の9月FOMCが次の大きな節目となる。",[15,6590,45],{"id":45},[11,6592,6593],{},"予想の3倍超という雇用の強さは、FRBが「インフレを抑制するための追加利上げ」を検討する材料になりやすい。利上げ観測の高まりはドル高・円安圧力につながるため、輸入物価（食品・エネルギー）の高止まりを通じて国内家計のコスト上昇が続くシナリオに要注意だ。週明けの日本株市場も米利上げ懸念を引き継ぐ形でスタートする可能性があり、特に米国株・ドル建て資産を保有するNISA投資家は9月FOMCの結果まで値動きが荒れやすい局面と意識しておきたい。",[15,6595,51],{"id":51},[11,6597,6598],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・通貨の売買を推奨するものではなく、将来の株価・為替・金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6600},[6601,6602,6603],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月の米非農業部門雇用者数が予想（約5.6万人）を大幅に上回る16.2万人増となり、FRBの追加利上げ観測が強まった。ドル円は一時156円台後半へ急伸し、今週のFOMCに注目が集まっている。",{},"\u002Freading\u002Farticles\u002F2026-09-07-us-jobs-data-rate-hike-risk-yen","2026-09-07T09:00:00+09:00",{"title":6520,"description":6604},"reading\u002Farticles\u002F2026-09-07-us-jobs-data-rate-hike-risk-yen",[164,236],"jRvz7sj55PJP-tH8Yy0oUe7ZuoIMQqBigkw4B44ehsA",{"id":6613,"title":6614,"author":6,"body":6615,"category":62,"dataDate":6,"date":6693,"description":6694,"extension":65,"image":6,"meta":6695,"navigation":67,"path":6696,"publishedAt":6697,"seo":6698,"stem":6699,"tags":6700,"type":6,"updated":6,"__hash__":6701},"articles\u002Freading\u002Farticles\u002F2026-09-06-boj-rate-hike-september-expectations.md","日銀9月利上げ観測73%・長期金利が30年ぶり水準に——家計への波及を整理する",{"type":8,"value":6616,"toc":6688},[6617,6626,6628,6641,6654,6666,6678,6680,6683,6685],[11,6618,6619,6620,6625],{},"9月5日（金）の東京市場で、日本の10年国債利回りが2.9067%に上昇した。9月1日（火）には一時3.005%と、",[22,6621,6624],{"href":6622,"rel":6623},"https:\u002F\u002Fnote.com\u002Fhirokimiyano\u002Fn\u002Fn58a547ac25f4",[26],"1996年以来およそ30年ぶりの水準","をつけている。日経平均は806円高と反発したが、TOPIXの上昇幅はわずかで、AI・半導体関連株に買いが集中した特殊な上昇だった。翌週9月17〜18日には日銀の金融政策決定会合が控えており、週末を挟んで市場の注目が集まっている。",[15,6627,17],{"id":17},[11,6629,6630,6633,6635,6636,6640],{},[33,6631,6632],{},"長期金利の急騰",[3866,6634],{},"\n10年国債利回りは直近1週間で急上昇し、9月1日に一時3.005%を記録。2.9%台で週を終えた（出典: ",[22,6637,6639],{"href":6622,"rel":6638},[26],"日本市場レポート 2026年9月5日 \u002F note","）。背景には日銀の追加利上げ観測に加え、財政拡張への警戒感もあるとされる。",[11,6642,6643,6646,6648,6649,6653],{},[33,6644,6645],{},"日銀・9月利上げ確率73%",[3866,6647],{},"\n市場が9月17〜18日の会合での利上げを織り込む確率は約73%。実現すれば政策金利は現行1.00%から1.25%への引き上げとなる（出典: ",[22,6650,6652],{"href":5808,"rel":6651},[26],"野村證券ウェルスタイル","）。日銀は6月会合ですでに1.00%へ引き上げており、今回が追加の一手になる。",[11,6655,6656,6659,6661,6662,6665],{},[33,6657,6658],{},"インフレ指標の再加速",[3866,6660],{},"\n7月のコアCPI（生鮮食品除く）は前年同月比+1.8%と6月の+1.6%から加速。生鮮食品は+7.0%（6月+3.9%からほぼ倍増）。エネルギーも2025年11月以来初めて前年比プラスに転じた（出典: ",[22,6663,4761],{"href":5717,"rel":6664},[26],"）。中東情勢の緊迫化と円安がエネルギー価格を押し上げ、食卓への圧力が広がっている。",[11,6667,6668,6671,6673,6674,42],{},[33,6669,6670],{},"円相場",[3866,6672],{},"\n9月5日のドル円は156.254円（前日比+0.29%、わずかに円安）。ただし週間では2.38%の円高が進んでおり、日銀利上げ観測が円高圧力として働いている（出典: ",[22,6675,6677],{"href":6622,"rel":6676},[26],"日本市場レポート",[15,6679,45],{"id":45},[11,6681,6682],{},"長期金利の急騰は、固定型の住宅ローン金利に直接影響しやすい。30年ぶりの金利水準が続けば、新規借入だけでなく「フラット35」など固定商品の金利も上昇幅が広がる可能性がある。一方、普通預金・定期預金の金利引き上げも進んでおり、「預金でインフレに負けない」機会が以前より広がりつつある局面でもある。17〜18日の会合結果次第で、週明け月曜日以降に住宅ローンや金融商品の金利が改定されるケースが想定される。",[15,6684,51],{"id":51},[11,6686,6687],{},"本記事は公開情報をもとにした情報提供が目的であり、投資助言・ローン選択の推奨ではありません。金利や物価の先行きは不確実であり、個別の判断は専門家への相談または各自の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6689},[6690,6691,6692],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-06","9月5日の東京市場で10年国債利回りが一時3%を突破。日銀の9月追加利上げ（1.25%）確率は73%と市場が織り込み始めた。住宅ローンや預金金利への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-06-boj-rate-hike-september-expectations","2026-09-06T20:00:00+09:00",{"title":6614,"description":6694},"reading\u002Farticles\u002F2026-09-06-boj-rate-hike-september-expectations",[236,73],"UjS30CDmNnrppfueEO2KeSJbqFyHGZzD9QZIA6fBvHc",{"id":6703,"title":6704,"author":6,"body":6705,"category":62,"dataDate":6,"date":6693,"description":6756,"extension":65,"image":6,"meta":6757,"navigation":67,"path":6758,"publishedAt":6759,"seo":6760,"stem":6761,"tags":6762,"type":6,"updated":6,"__hash__":6763},"articles\u002Freading\u002Farticles\u002F2026-09-06-september-food-price-hike.md","９月の食品値上げ4,531品目、年内最多ペース──調味料・冷凍食品など食卓を直撃",{"type":8,"value":6706,"toc":6751},[6707,6718,6720,6723,6735,6741,6743,6746,6748],[11,6708,6709,6710,6712,6713,42],{},"今月の食卓は大波をかぶる──9月の食品値上げは ",[33,6711,3755],{}," に上り、2023年10月以来の大規模な値上げとなる見通しです（",[22,6714,6717],{"href":6715,"rel":6716},"https:\u002F\u002Fnics-gp.co.jp\u002Fmedia\u002Fmoney\u002Fprice-increase-september-2026\u002F",[26],"くらしのコンパス",[15,6719,17],{"id":17},[11,6721,6722],{},"9月に値上げされる食品の内訳は、調味料が中心で、しょうゆ・めんつゆ・たれ・ドレッシング類が多数含まれます。それ以外にも冷凍食品（パスタ・うどん・餃子）、練り製品（ちくわ・かまぼこ）、バター・チーズ・ヨーグルトなどの乳製品、菓子類、ペットボトル飲料と、日常の食卓で使う商品が横並びで値上がりします。",[11,6724,6725,6726,6729,6730,42],{},"背景は原材料費・包装資材・物流費・人件費・エネルギー費の複合的な上昇です。今回の品目数は8月の ",[33,6727,6728],{},"2,311品目から約2倍"," に急増し、今年最多ペースとなります（",[22,6731,6734],{"href":6732,"rel":6733},"https:\u002F\u002Fwww.small-animals.work\u002Fentry\u002F2026-september-food-price-increase",[26],"HamUsa's diary",[11,6736,6737,6738,42],{},"同時進行で住宅ローン金利も上昇しています。日銀が6月に政策金利を1.00%へ引き上げ（1995年以来約31年ぶり水準）、9月には複数の銀行が変動金利の基準金利を引き上げ。ネット銀行の変動金利平均は年1.292%（前月比＋0.081%）、フラット35は年3.460%（前月比＋0.170%）まで上昇しています（",[22,6739,1754],{"href":438,"rel":6740},[26],[15,6742,45],{"id":45},[11,6744,6745],{},"食費と住居費が同時に押し上がる局面で、家計の実質的な支出は増えやすい状況です。保存性の高い調味料や缶詰は買い置きで単価を抑える余地がある一方、冷凍食品や乳製品は容量・期限切れリスクを踏まえた量の判断が大切です。住宅ローンの変動金利を抱えている場合は、次回の日銀決定会合（9月18日予定）の動向が直接響く可能性があります。",[15,6747,51],{"id":51},[11,6749,6750],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別商品の購入や金融商品の売買を推奨するものではなく、将来の物価や金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6752},[6753,6754,6755],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年9月は4,531品目が値上げされ、年内最多の見通し。調味料・冷凍食品・乳製品など家庭の食卓を直撃する商品が多く、家計の物価負担を改めて点検しておきたい。",{},"\u002Freading\u002Farticles\u002F2026-09-06-september-food-price-hike","2026-09-06T13:00:00+09:00",{"title":6704,"description":6756},"reading\u002Farticles\u002F2026-09-06-september-food-price-hike",[236,73],"hX1hg8xHQ9Rjt86hPx-rzwLH15ewhKvkcxpAkvkDq0Y",{"id":6765,"title":6766,"author":6,"body":6767,"category":62,"dataDate":6,"date":6693,"description":6842,"extension":65,"image":6,"meta":6843,"navigation":67,"path":6844,"publishedAt":6845,"seo":6846,"stem":6847,"tags":6848,"type":6,"updated":6,"__hash__":6849},"articles\u002Freading\u002Farticles\u002F2026-09-06-boj-rate-hike-cpi-week.md","日銀9月利上げ観測と来週の米CPI｜ドル円155〜158円圏で家計への影響を読む",{"type":8,"value":6768,"toc":6837},[6769,6776,6778,6795,6803,6814,6819,6827,6829,6832,6834],[11,6770,6771,6772,6775],{},"先週、ドル円は160円台から155円台へ急落しました。その後いくらか戻したものの、今週は",[33,6773,6774],{},"154〜158円","のレンジが見込まれています。この揺れを生んでいるのが「日銀が9月に利上げするか」「米連邦準備制度（FRB）は引き締め路線を続けるか」という二つの問いです。",[15,6777,17],{"id":17},[11,6779,6780,6783,6785,6786,6789,6790,42],{},[33,6781,6782],{},"日銀9月利上げ観測が浮上",[3866,6784],{},"\n野村證券は9月の追加利上げをメインシナリオに格上げし、2026年内に計2回（9月・1月）の利上げを見込んでいます（",[22,6787,5810],{"href":5808,"rel":6788},[26],"）。市場が9月利上げを織り込む確率は70%超。利上げ幅は当初0.50%の観測もありましたが、0.25%にとどまるとの報道で円高が一時巻き戻されました（",[22,6791,6794],{"href":6792,"rel":6793},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F05\u002F060200",[26],"外為どっとコム 2026\u002F9\u002F5",[11,6796,6797,6800,6802],{},[33,6798,6799],{},"ドル円の現在地",[3866,6801],{},"\n今週のドル円の予想レンジは154.00〜158.00円。25日・100日・200日の移動平均線がいずれも158円台に集まり、戻りを抑える抵抗帯になっています（同上）。",[11,6804,6805,6808,6810,6811,42],{},[33,6806,6807],{},"FRBはタカ派姿勢を維持",[3866,6809],{},"\n先週のジャクソンホール講演でウォーシュFRB議長がタカ派姿勢を示し、米利上げ観測を再び強めました。米国の政策金利は3.50〜3.75%ですが、2年債利回りは4.24%と政策金利を上回っており、市場は追加利上げの可能性を織り込んでいます（",[22,6812,849],{"href":6792,"rel":6813},[26],[11,6815,6816],{},[33,6817,6818],{},"今週のカレンダー",[443,6820,6821,6824],{},[446,6822,6823],{},"9月8日（月）：日本4〜6月期GDP改定値・5年国債入札",[446,6825,6826],{},"9月11日（木）：米国CPI発表（9月15〜16日のFOMC前の最終主要指標）",[15,6828,45],{"id":45},[11,6830,6831],{},"日銀が0.25%利上げに踏み切れば、日米金利差の縮小期待から円買いが進みやすく、輸入コストの一部緩和につながる可能性があります。一方、9月11日の米CPIが予想を上回れば、FRBのタカ派圧力が再び強まりドル高・円安に振れるリスクが残ります。今週は「どちらの中央銀行が先に動くか、そして数字が何を示すか」を見守る展開になりそうです。",[15,6833,51],{"id":51},[11,6835,6836],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄や金融商品の売買を推奨するものではなく、将来の相場や金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6838},[6839,6840,6841],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀の9月利上げ確率が市場で70%超に達する中、9月11日の米CPI発表が今週の最大の焦点に。円安圧力がどう動くかを整理します。",{},"\u002Freading\u002Farticles\u002F2026-09-06-boj-rate-hike-cpi-week","2026-09-06T09:00:00+09:00",{"title":6766,"description":6842},"reading\u002Farticles\u002F2026-09-06-boj-rate-hike-cpi-week",[73,236],"kmP1PZFHkMFCJXJA1ID-Rf5Uz_K-dHjonZcMEqIVEcI",{"id":6851,"title":6852,"author":6,"body":6853,"category":62,"dataDate":6,"date":6900,"description":6901,"extension":65,"image":6,"meta":6902,"navigation":67,"path":6903,"publishedAt":6904,"seo":6905,"stem":6906,"tags":6907,"type":6,"updated":6,"__hash__":6908},"articles\u002Freading\u002Farticles\u002F2026-09-05-boj-september-hike-yen-rally.md","日銀9月利上げ観測84%—今週のドル円は160円台から155円台へ急落",{"type":8,"value":6854,"toc":6895},[6855,6858,6860,6868,6875,6885,6887,6890,6892],[11,6856,6857],{},"今週のドル円相場は週初の160.39円から一時155.28円まで下落し、約5円の急落を演じました。背景にあるのは、日本のインフレ統計の上振れと、9月17〜18日の日銀金融政策決定会合での追加利上げ観測の急速な高まりです。",[15,6859,17],{"id":17},[11,6861,6862,6863,42],{},"7月の日本の消費者物価指数（CPI）は**前年比+1.9%**で、2026年に入って最高水準を記録。コアCPIも+1.8%、コアコアCPIも+1.9%でした。電気料金が2025年11月以来初めて上昇に転じ、インフレ押し上げの最大要因となっています（",[22,6864,6867],{"href":6865,"rel":6866},"https:\u002F\u002Ffinance.yahoo.com\u002Feconomy\u002Fpolicy\u002Farticles\u002Fjapan-inflation-print-just-made-071352297.html",[26],"Yahoo Finance \u002F Bloomberg報道",[11,6869,6870,6871,6874],{},"日銀は6月に政策金利を**1.00%",[33,6872,6873],{},"に引き上げており（1995年以来最高水準）、次回9月会合での","0.25%追加利上げの市場確率は84%**に達しています（同記事より）。",[11,6876,6877,6878,6881,6882,42],{},"為替市場では、米財務長官のベッセント氏が円安是正を意識した発言をしたことや、日銀の高田審議委員のタカ派的な発言が重なり、ドル円が短期間に急落。158円付近には戻りの抵抗帯があると指摘されており、来週の動向を決めるカタリストとして",[33,6879,6880],{},"日本GDP改定値・5年債入札","と**米国CPI（消費者物価）**が挙げられています（",[22,6883,6794],{"href":6792,"rel":6884},[26],[15,6886,45],{"id":45},[11,6888,6889],{},"円高が進めば輸入物価を通じてガソリンや食品の値上がり圧力が和らぐ方向になりやすく、インフレ防衛の観点では家計に追い風になりうる面があります。一方で利上げが続くと住宅ローン（変動金利）への影響も意識されてきます。9月会合まで2週間を切ったなか、週来の米国CPIやGDP改定など指標ごとに相場が振れやすい局面が続きそうです。",[15,6891,51],{"id":51},[11,6893,6894],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場や経済動向を保証しません。最終的な投資・借入判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":6896},[6897,6898,6899],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-05","7月の国内インフレが今年最高の1.9%を記録し、日銀9月利上げへの市場の織り込みが一気に高まった。週を通じてドル円は5円超下落し、家計と投資への影響が改めて注目される。",{},"\u002Freading\u002Farticles\u002F2026-09-05-boj-september-hike-yen-rally","2026-09-05T20:00:00+09:00",{"title":6852,"description":6901},"reading\u002Farticles\u002F2026-09-05-boj-september-hike-yen-rally",[73,236],"ZMu-iulCkZi-tUSjzNsIR48_d-xmUKRqqLz_8ag1bUQ",{"id":6910,"title":6911,"author":6,"body":6912,"category":62,"dataDate":6,"date":6900,"description":7056,"extension":65,"image":6,"meta":7057,"navigation":67,"path":7058,"publishedAt":7059,"seo":7060,"stem":7061,"tags":7062,"type":6,"updated":6,"__hash__":7063},"articles\u002Freading\u002Farticles\u002F2026-09-05-japan-long-rate-3-percent.md","長期金利が約30年ぶりの3%台へ — 住宅ローン・預金・株への影響を整理",{"type":8,"value":6913,"toc":7051},[6914,6917,6919,6928,6951,6960,6963,6971,7025,7028,7038,7041,7043,7046,7048],[11,6915,6916],{},"9月1日（火）、日本の新発10年国債利回りが終日3.0%で推移し、1996年9月以来、約30年ぶりの高水準を記録した。前場の東京市場でも長期金利の高止まりが意識され、日経平均は一時700円超下落する場面があった（最終的に前場終値は前日比261円安の6万6,050円で引けた）。",[15,6918,17],{"id":17},[11,6920,6921],{},[33,6922,6923,6924,1714],{},"長期金利の上昇背景（出典: ",[22,6925,6927],{"href":1816,"rel":6926},[26],"ICHIZEN CAPITAL",[443,6929,6930,6941,6944],{},[446,6931,6932,6933,6936,6937,42],{},"日銀は2026年6月の金融政策決定会合で政策金利を0.75%から",[33,6934,6935],{},"1.0%へ引き上げた","（第一ライフ経済研究所: ",[22,6938,6940],{"href":6015,"rel":6939},[26],"報告",[446,6942,6943],{},"長期金利上昇の複合要因として「インフレ・賃上げ継続」「140兆円規模の財政出動への警戒」「さらなる日銀利上げ観測」が挙げられている。",[446,6945,6946,6947,6950],{},"ドル円が一時",[33,6948,6949],{},"1ドル160円付近","まで円安が進んだことも、日銀の追加行動を促す材料として意識された。",[11,6952,6953],{},[33,6954,6955,6956,1714],{},"9月18日会合への市場の織り込み（出典: ",[22,6957,315],{"href":6958,"rel":6959},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL022D5TS6A900C2000000\u002F",[26],[11,6961,6962],{},"8月27日時点で、9月17〜18日の金融政策決定会合での利上げ確率は市場の約9割が織り込んでいる。予想利上げ幅は0.25%で、実現すれば政策金利は**1.25%**へ到達する。",[11,6964,6965],{},[33,6966,6967,6968,1714],{},"住宅ローン金利（2026年9月 \u002F 出典: ",[22,6969,1754],{"href":438,"rel":6970},[26],[2752,6972,6973,6986],{},[2755,6974,6975],{},[2758,6976,6977,6980,6983],{},[2761,6978,6979],{},"ローン種別",[2761,6981,6982],{},"2026年9月の金利（目安）",[2761,6984,6985],{},"前月比",[2768,6987,6988,7000,7012],{},[2758,6989,6990,6993,6997],{},[2773,6991,6992],{},"変動型（平均）",[2773,6994,6995],{},[33,6996,5956],{},[2773,6998,6999],{},"+0.081%",[2758,7001,7002,7005,7009],{},[2773,7003,7004],{},"10年固定（メガバンク）",[2773,7006,7007],{},[33,7008,5960],{},[2773,7010,7011],{},"+0.063%",[2758,7013,7014,7017,7022],{},[2773,7015,7016],{},"フラット35",[2773,7018,7019],{},[33,7020,7021],{},"3.460%",[2773,7023,7024],{},"+0.170%",[11,7026,7027],{},"MUFG・住友三井・楽天銀行などが9月から変動金利を引き上げた。変動型と固定型の金利差は2.23%と、2018年の追跡開始以来最大幅に拡大している。",[11,7029,7030],{},[33,7031,7032,7033,1714],{},"前場の株式市場（出典: ",[22,7034,7037],{"href":7035,"rel":7036},"https:\u002F\u002Ffinance.biggo.com\u002Fnews\u002F1fa9c841-5c85-4ef8-b63d-0b64a37a12a2",[26],"BigGo Finance",[11,7039,7040],{},"9月1日前場では「日米ともに金利上昇観測と原油高が重なった」とのアナリスト見解が報じられており、高PERの成長株を中心に売りが出た。一方でTOPIXは底堅く、銀行株には金利上昇の追い風となる面もある。",[15,7042,45],{"id":45},[11,7044,7045],{},"長期金利3%は「正常化の節目」と位置づけられており、住宅ローン（特に固定型・フラット35）の借入コストは2024年5月比で+0.88%以上の上昇となっている。9月18日の日銀会合で追加利上げが決まれば、変動型の上昇余地もさらに広がる可能性がある。一方で、iDeCo・確定拠出年金の定期預金利率の改善や銀行株の底上げなど、金利上昇が追い風となるポケットも存在する。ポートフォリオの中で「金利感応度の高い資産（長期固定債・高PER成長株）」が占める割合を意識しておく局面と言えそうだ。",[15,7047,51],{"id":51},[11,7049,7050],{},"本記事は情報提供を目的とするもので、投資助言ではありません。金利予想や市場動向の見立ては不確実であり、将来の結果を保証しません。住宅ローンの借換えや金融商品の売買判断は、ご自身の状況・リスク許容度をもとにご判断ください。",{"title":56,"searchDepth":57,"depth":57,"links":7052},[7053,7054,7055],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"9月1日に日本の新発10年国債利回りが3.0%に達した。1996年9月以来の高水準。9月18日の日銀会合での追加利上げ観測も約9割に達しており、住宅ローンや家計コストへの波及を足元で確認したい。",{},"\u002Freading\u002Farticles\u002F2026-09-05-japan-long-rate-3-percent","2026-09-05T13:00:00+09:00",{"title":6911,"description":7056},"reading\u002Farticles\u002F2026-09-05-japan-long-rate-3-percent",[236,73],"BIfCmdWSLuX0xojG3tyNf7d3FdhpjUTLecHP0BPK3YE",{"id":7065,"title":7066,"author":6,"body":7067,"category":62,"dataDate":6,"date":6900,"description":7162,"extension":65,"image":6,"meta":7163,"navigation":67,"path":7164,"publishedAt":7165,"seo":7166,"stem":7167,"tags":7168,"type":6,"updated":6,"__hash__":7169},"articles\u002Freading\u002Farticles\u002F2026-09-05-us-jobs-report-rate-hike-yen.md","米8月雇用統計が予想を3倍超え——利上げ再燃でドル高円安、日本株への波及は",{"type":8,"value":7068,"toc":7157},[7069,7072,7074,7083,7086,7132,7138,7147,7149,7152,7154],[11,7070,7071],{},"9月4日（現地時間）に発表された米8月雇用統計が市場予想を大幅に上回り、FRBの利上げ再燃観測が広がった。米株3指数は揃って下落、ドル円は一時156円台まで上昇した後、引けにかけて円買いが戻り155円台前半で引けた。",[15,7073,17],{"id":17},[11,7075,7076,7077,7082],{},"米労働省が発表した",[22,7078,7081],{"href":7079,"rel":7080},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fstock-market-today-sept-4-133716564.html",[26],"8月の非農業部門雇用者数は＋16.2万人","と、市場予想（約＋5.5万人）の約3倍に達した。これは今年3月以来最大の増加幅で、失業率は4.1%と予想通り横ばい。平均時給は前年比＋3.1%だった。",[11,7084,7085],{},"強い雇用データを受けてFRBの9月会合での利上げ観測が高まり、米国株は下落した。",[2752,7087,7088,7098],{},[2755,7089,7090],{},[2758,7091,7092,7094,7096],{},[2761,7093,5603],{},[2761,7095,5606],{},[2761,7097,5609],{},[2768,7099,7100,7111,7122],{},[2758,7101,7102,7105,7108],{},[2773,7103,7104],{},"ダウ工業株30種",[2773,7106,7107],{},"53,414.25",[2773,7109,7110],{},"−271.86（−0.51%）",[2758,7112,7113,7116,7119],{},[2773,7114,7115],{},"S&P500",[2773,7117,7118],{},"7,718.60",[2773,7120,7121],{},"−29.11（−0.38%）",[2758,7123,7124,7126,7129],{},[2773,7125,6562],{},[2773,7127,7128],{},"26,506.99",[2773,7130,7131],{},"−77.07（−0.29%）",[11,7133,7134,7135,1714],{},"（出典：",[22,7136,688],{"href":7079,"rel":7137},[26],[11,7139,7140,7141,7146],{},"為替は一時1ドル＝156円75銭まで上昇後、日銀の利上げ観測や円安是正への警戒感が意識されて反落し、",[22,7142,7145],{"href":7143,"rel":7144},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260905\u002F868742.html",[26],"155円34銭で引けた","（財経新聞）。",[15,7148,45],{"id":45},[11,7150,7151],{},"FRBが9月会合で利上げに踏み切れば、日米金利差が再び拡大し、円安圧力が続きやすくなる。輸入物価の高止まりは食品・エネルギーを中心に家計の負担増につながりやすく、NISA口座で米国株・米国債ファンドを保有する個人投資家は、次回CPIやPPI（消費者・生産者物価指数）の発表と9月FOMC（日程：9月16〜17日予定）を引き続き注目する展開になりそうだ。",[15,7153,51],{"id":51},[11,7155,7156],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・為替・金利動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7158},[7159,7160,7161],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米8月の非農業部門雇用者数が＋16.2万人と市場予想（5.5万人）を大幅上回り、FRBの9月利上げ観測が再燃。ダウは270ドル超下落し、ドル円は一時156円台に乗せた。",{},"\u002Freading\u002Farticles\u002F2026-09-05-us-jobs-report-rate-hike-yen","2026-09-05T09:00:00+09:00",{"title":7066,"description":7162},"reading\u002Farticles\u002F2026-09-05-us-jobs-report-rate-hike-yen",[164,236],"ec7AcOLj55v1oec1GRGPCH0Nnt4hu2MDJ5UvdlgY5-E",{"id":7171,"title":7172,"author":6,"body":7173,"category":62,"dataDate":6,"date":7254,"description":7255,"extension":65,"image":6,"meta":7256,"navigation":67,"path":7257,"publishedAt":7258,"seo":7259,"stem":7260,"tags":7261,"type":6,"updated":6,"__hash__":7262},"articles\u002Freading\u002Farticles\u002F2026-09-04-boj-september-rate-hike-and-cpi.md","日銀9月利上げ観測が強まる——インフレ再加速でCPI上昇、住宅ローン・株式への影響は",{"type":8,"value":7174,"toc":7249},[7175,7178,7180,7195,7215,7230,7239,7241,7244,7246],[11,7176,7177],{},"物価の再加速と日銀の金利引き上げが重なり、家計にとって無視できない局面を迎えている。9月4日の東京株式市場は日経平均が前日比806円高の65,020円で引けたが、その裏で住宅ローン金利の上昇やCPIの加速という「じわじわくる圧力」が続いている。",[15,7179,17],{"id":17},[11,7181,7182,7183,7186,7187,7190,7191,42],{},"総務省が発表した ",[33,7184,7185],{},"2026年7月の消費者物価指数（CPI）"," は、生鮮食品を除くコアCPIが",[33,7188,7189],{},"前年同月比1.8%上昇","（6月は1.6%）と加速。総合CPIは1.9%で今年最高水準を更新した（",[22,7192,7194],{"href":5717,"rel":7193},[26],"BigGoファイナンス報道",[443,7196,7197,7203,7209],{},[446,7198,7199,7202],{},[33,7200,7201],{},"生鮮食品","：7.0%上昇と前月からほぼ倍増",[446,7204,7205,7208],{},[33,7206,7207],{},"エネルギー","：2025年11月以来初めて前年比プラスへ転換",[446,7210,7211,7214],{},[33,7212,7213],{},"サービス","：1.2%（前月の1.1%から上昇）",[11,7216,7217,7218,7221,7222,7225,7226,7229],{},"こうした物価上昇を受け、市場では",[33,7219,7220],{},"9月17〜18日の日銀金融政策決定会合","で政策金利を現行1.00%から",[33,7223,7224],{},"1.25%に引き上げ","る観測が強まっている（",[22,7227,4761],{"href":5717,"rel":7228},[26],"）。日銀は6月会合で31年ぶりの高水準となる1.00%まで引き上げたばかりだが、インフレ再加速がさらなる利上げを後押ししている。",[11,7231,7232,7233,7235,7236,42],{},"住宅ローン市場では、すでに三菱UFJ銀行・三井住友銀行・楽天銀行などが変動金利を引き上げており、メガバンク平均は",[33,7234,5952],{},"。固定10年はメガバンク平均3.843%、フラット35は**3.460%**と過去最高水準を更新している（",[22,7237,1754],{"href":438,"rel":7238},[26],[15,7240,45],{"id":45},[11,7242,7243],{},"食料品やエネルギーが同時に上昇する局面は、可処分所得の圧迫が直接的に家計に効いてくる。住宅ローンの変動金利ユーザーは、今後も段階的な引き上げが続くと想定した場合の月次返済額の変化を確認しておく余地がある。株式市場は今日こそ反発したが、日銀の利上げペースが速まれば高PER・成長株への逆風が再燃する可能性も念頭に置いておきたい。",[15,7245,51],{"id":51},[11,7247,7248],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・金融商品の購入・売却を推奨するものではなく、将来の金利・物価・株価を保証しません。住宅ローンの借り換えや運用方針の変更は、ご自身の状況と責任において判断してください。",{"title":56,"searchDepth":57,"depth":57,"links":7250},[7251,7252,7253],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-04","7月コアCPIが前年比1.8%に加速。9月17〜18日の日銀決定会合で政策金利1.25%への引き上げが市場の大勢観に。家計の住宅ローンや株価への波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-04-boj-september-rate-hike-and-cpi","2026-09-04T20:00:00+09:00",{"title":7172,"description":7255},"reading\u002Farticles\u002F2026-09-04-boj-september-rate-hike-and-cpi",[236,73],"s4pH4Tx3-LYlXiUBphl0gYdoHmO80AR12eUPGvbUVcI",{"id":7264,"title":7265,"author":6,"body":7266,"category":62,"dataDate":6,"date":7254,"description":7337,"extension":65,"image":6,"meta":7338,"navigation":67,"path":7339,"publishedAt":7340,"seo":7341,"stem":7342,"tags":7343,"type":6,"updated":6,"__hash__":7344},"articles\u002Freading\u002Farticles\u002F2026-09-04-boj-rate-hike-september.md","日銀、9月18日に追加利上げか――市場が8〜9割織り込む「1.25%」と家計への影響",{"type":8,"value":7267,"toc":7332},[7268,7271,7273,7286,7300,7309,7311,7327,7329],[11,7269,7270],{},"前場の東京市場は、前日の米国株高（ダウ工業株30種平均＋624ドル、ナスダック総合＋366ポイント）を受けて買い戻しが先行した。ただ、市場参加者の視線は2週間後に迫った日銀の金融政策決定会合（9月17〜18日）に向いている。",[15,7272,17],{"id":17},[11,7274,7275,7276,7279,7280,7285],{},"Bloomberg は9月3日（現地時間）、",[33,7277,7278],{},"日銀内部が9月会合での0.25%追加利上げを支持している","と報じた（",[22,7281,7284],{"href":7282,"rel":7283},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-09-03\u002Fboj-is-said-to-favor-quarter-point-hike-flexible-on-future-path",[26],"Bloomberg, 2026-09-03","）。現在の政策金利は1.0%（6月会合で0.75%から引き上げ）で、利上げが実現すれば**1.25%**となる。",[11,7287,7288,7289,7294,7295,42],{},"市場の織り込みは8〜9割程度に達しており（",[22,7290,7293],{"href":7291,"rel":7292},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002Ffb12632163ae673e2d957cf95b11ea337e03768f",[26],"Yahoo!ファイナンス\u002FBloomberg, 2026-09","）、利上げ観測を後押ししているのが物価データだ。日銀が重視するコアCPI（生鮮食品・政府の措置の影響を除く）は7月に前年比＋2.3%と、2%目標を上回る水準を維持している（",[22,7296,7299],{"href":7297,"rel":7298},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-25\u002Fboj-s-price-gauge-stays-above-target-amid-rate-hike-speculation",[26],"Bloomberg, 2026-08-25",[11,7301,7302,7303,7308],{},"本日前場の日経平均は米国株高を追い風に上昇して始まったが、1ドル＝155円台前半と円高方向に振れており、輸出株には重さも残る（",[22,7304,7307],{"href":7305,"rel":7306},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260904\u002F868613.html",[26],"財経新聞, 2026-09-04","）。午後の米8月雇用統計（日本時間22:30予定）も相場の方向感に影響しそうだ。",[15,7310,45],{"id":45},[11,7312,7313,7314,7317,7318,7321,7322,7326],{},"利上げが決定された場合、",[33,7315,7316],{},"住宅ローン変動金利","は「日銀利上げ→短期プライムレート上昇→基準金利上昇」という経路で遅れて反映され、返済中の借入には2025年10月頃の適用が多いとみられている。一方、",[33,7319,7320],{},"預金金利","は先行して上昇傾向にあり、大手行の普通預金は年0.3〜0.4%、ネット銀行では1%を超えるキャンペーン商品も登場している（",[22,7323,7325],{"href":5047,"rel":7324},[26],"kimumemo's diary, 2026-09","）。現金・預金の比率が高い家計にとっては、金利収入が少しずつ改善するフェーズに入ってきている。",[15,7328,51],{"id":51},[11,7330,7331],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金融機関の金利は各社の判断で変動するため、最新情報は各金融機関の公式サイトでご確認ください。将来の日銀の決定や為替動向を保証するものではなく、最終的な資産運用の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7333},[7334,7335,7336],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が9月17〜18日の会合で政策金利を1.0%から1.25%に引き上げるとの観測が市場に広がっている。Bloomberg報道によれば日銀内部も0.25%利上げを支持。住宅ローン変動金利や預金金利への波及が注目される。",{},"\u002Freading\u002Farticles\u002F2026-09-04-boj-rate-hike-september","2026-09-04T13:00:00+09:00",{"title":7265,"description":7337},"reading\u002Farticles\u002F2026-09-04-boj-rate-hike-september",[236,73],"HsotMiU3m4rrnoOJIDHoQEdVS2yIvMDPjmrT6MqeLbo",{"id":7346,"title":7347,"author":6,"body":7348,"category":62,"dataDate":6,"date":7254,"description":7413,"extension":65,"image":6,"meta":7414,"navigation":67,"path":7415,"publishedAt":7416,"seo":7417,"stem":7418,"tags":7419,"type":6,"updated":6,"__hash__":7420},"articles\u002Freading\u002Farticles\u002F2026-09-04-boj-rate-hike-yen-rise-us-market.md","日銀9月利上げ観測で円高加速 ― 米株高でも「円換算リターン」に要注意",{"type":8,"value":7349,"toc":7408},[7350,7353,7355,7374,7377,7398,7400,7403,7405],[11,7351,7352],{},"9月3日（米国時間）の米国市場は大幅高で引けた一方、ドル円は約80銭の円高が進み155円台前半まで下落した。背景にあるのは、日銀の利上げ観測の高まりとFRBの姿勢軟化という、日米の金利方向が逆向きになりつつある構図だ。",[15,7354,17],{"id":17},[11,7356,7357,7358,7361,7362,7365,7366,7369,7370,42],{},"9月3日の米国株式市場は続伸。ダウ平均は",[33,7359,7360],{},"前日比＋624.16ドル（53,686.11ドル）","、ナスダックは",[33,7363,7364],{},"＋366.23ポイント（26,584.06ポイント）","、S&P500は",[33,7367,7368],{},"＋1.06%（7,747.71）","で引けた（",[22,7371,1686],{"href":7372,"rel":7373},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260904\u002F868598.html",[26],[11,7375,7376],{},"上昇の主な要因は、FRBのウォラー理事が「ディスインフレの兆候が見られ始めた」と発言し、年内の追加利上げ観測が後退したことだ。米国の新規失業保険申請件数の増加や7月貿易赤字の拡大なども重なり、長期金利が低下して株が買われた。",[11,7378,7379,7380,7383,7384,7389,7390,7393,7394,42],{},"一方、為替では",[33,7381,7382],{},"ドル円が156円11銭から155円30銭まで下落","（約80銭の円高）した（",[22,7385,7388],{"href":7386,"rel":7387},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260904\u002F868582.html",[26],"財経新聞・NY為替概況","）。日銀が今月の金融政策決定会合で政策金利を0.25ポイント引き上げ",[33,7391,7392],{},"1.25%とする公算","と報じられ、円買いが加速した。今朝時点のドル円は155円台の攻防が焦点で、予想レンジは154.50〜157.50円とされている（",[22,7395,849],{"href":7396,"rel":7397},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F04\u002F084901",[26],[15,7399,45],{"id":45},[11,7401,7402],{},"米株は上がったが、ドル円が下がれば円換算の資産価値はその分目減りする。NISA口座などで米国株や全世界株ファンドを保有している場合、指数の上昇と為替変動が打ち消し合う局面もある。また日銀が実際に利上げを実施すれば、変動金利型の住宅ローンや、円預金の利息にも影響が出てくる可能性がある。急に売買を変える必要はないが、「今の自分の資産が日米の金利差変化にどう反応するか」を一度確認しておく機会かもしれない。",[15,7404,51],{"id":51},[11,7406,7407],{},"本記事は公開情報をもとにした情報提供が目的であり、投資助言ではありません。個別銘柄・商品の売買を推奨するものではなく、将来の相場や金利を予測・保証するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7409},[7410,7411,7412],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀の9月利上げ（1.25%へ）観測とFRBの姿勢軟化が重なり、ドル円は約80銭円高の155円台へ。米国株は大幅高でも、NISA等で米株を持つ人は円高効果に気を配りたい。",{},"\u002Freading\u002Farticles\u002F2026-09-04-boj-rate-hike-yen-rise-us-market","2026-09-04T09:00:00+09:00",{"title":7347,"description":7413},"reading\u002Farticles\u002F2026-09-04-boj-rate-hike-yen-rise-us-market",[164,73],"Cl5QA7unijp2oUDYGr-HKnwCxYLDEGE6srWxs-JHoys",{"id":7422,"title":7423,"author":6,"body":7424,"category":62,"dataDate":6,"date":7471,"description":7472,"extension":65,"image":6,"meta":7473,"navigation":67,"path":7474,"publishedAt":7475,"seo":7476,"stem":7477,"tags":7478,"type":6,"updated":6,"__hash__":7479},"articles\u002Freading\u002Farticles\u002F2026-09-03-yen-strengthens-boj-rate-hike.md","円が1カ月ぶり157円台まで上昇、日経は4日続落――日銀9月利上げ思惑が浮上した一日",{"type":8,"value":7425,"toc":7466},[7426,7429,7431,7441,7450,7456,7458,7461,7463],[11,7427,7428],{},"9月3日（木）の東京市場は、円が約1カ月ぶりに1ドル157円台まで買われる一方、日経平均株価は4日続落で終えた。日銀の利上げ観測が改めて意識される一日となり、家計にとっても無視できない動きが出ています。",[15,7430,17],{"id":17},[11,7432,7433,7435,7436,42],{},[33,7434,1695],{},": 終値は前日比111円16銭（0.17%）安の6万4,214円48銭で4日続落。8月4日以来およそ1カ月ぶりの安値水準で引けた。朝方は前日の米株高を受けて一時400円近く上昇して始まったが、AI・半導体関連株に利益確定売りが出て、後場には下げ幅が500円を超える場面もあった。一方でTOPIXは20.44ポイント高と反発し、商社株など内需・バリュー株が相対的に買われた（",[22,7437,7440],{"href":7438,"rel":7439},"https:\u002F\u002Ftbladvisory.com\u002F20260903nk\u002F",[26],"9月3日の概況 — 世界一やさしい投資の学校",[11,7442,7443,7445,7446,7449],{},[33,7444,6670],{},": ドル円は157円13銭まで上昇し、前日同時刻の159円69銭から2円56銭の円高となった。円が大幅に買われた背景には、",[33,7447,7448],{},"日銀が9月の政策決定会合（9月18日予定）で利上げに踏み切るとの観測","が広がったことがある。",[11,7451,7452,7455],{},[33,7453,7454],{},"金利",": 日本の10年物国債利回りは前日比0.045%低い2.965%で引けた。米国では10年国債利回りが4.78%へ低下しており、この日発表されたADP民間雇用統計が市場予想を下回ったことが背景にある。明日（9月4日）の米雇用統計が次の焦点。",[15,7457,45],{"id":45},[11,7459,7460],{},"円高が進んだことで、輸入コスト（食料品・エネルギー）の上昇圧力が一時的に和らぐ可能性がある。ただし、日銀が9月に利上げに踏み切れば住宅ローン（特に変動金利型）の支払い額が増える方向になり、家計にはプラスとマイナスの両面が出てくる局面だ。預貯金の金利上昇は貯蓄世帯には追い風になりうるが、まずは18日の政策決定会合の結果を確認したい。",[15,7462,51],{"id":51},[11,7464,7465],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、将来の市場動向・金利・為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7467},[7468,7469,7470],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-03","ドル円が前日比2円56銭の円高となる一方、日経平均は111円安で4日続落。日銀の9月利上げ観測が広がり、住宅ローンや預貯金への影響に注目が集まっています。",{},"\u002Freading\u002Farticles\u002F2026-09-03-yen-strengthens-boj-rate-hike","2026-09-03T20:00:00+09:00",{"title":7423,"description":7472},"reading\u002Farticles\u002F2026-09-03-yen-strengthens-boj-rate-hike",[73,236],"wff3RAXIDGoHSqKxQkZu68L-hKXUn9IH6qN2K2ylFZQ",{"id":7481,"title":7482,"author":6,"body":7483,"category":62,"dataDate":6,"date":7471,"description":7550,"extension":65,"image":6,"meta":7551,"navigation":67,"path":7552,"publishedAt":7553,"seo":7554,"stem":7555,"tags":7556,"type":6,"updated":6,"__hash__":7557},"articles\u002Freading\u002Farticles\u002F2026-09-03-boj-sep-rate-hike-yen-157.md","円が一時157円台に急伸、9月日銀利上げ観測が84%に——前場の外為・株式市場",{"type":8,"value":7484,"toc":7545},[7485,7492,7494,7535,7537,7540,7542],[11,7486,7487,7488,7491],{},"9月3日の東京外為市場（前場）で、ドル・円は158円96銭から",[33,7489,7490],{},"一時157円74銭","まで急落しました。157円台をつけるのは8月10日以来で、日銀のタカ派的な政策スタンスを見越した円買いが広がっています。前日の急落後も戻りは鈍く、市場の警戒感が続いています。",[15,7493,17],{"id":17},[443,7495,7496,7507,7516,7529],{},[446,7497,7498,7501,7502,42],{},[33,7499,7500],{},"東京外為市場（午前）","：ドル・円は158円96銭から157円74銭まで下落。ユーロ・円は182円92銭〜184円17銭のレンジで推移した（",[22,7503,7506],{"href":7504,"rel":7505},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260903\u002F868498.html",[26],"財経新聞 2026年9月3日",[446,7508,7509,7512,7513,42],{},[33,7510,7511],{},"9月利上げ確率84%","：予測市場Polymarketでは、9月17〜18日の日銀金融政策決定会合で25bpの利上げが実施される確率が**84%**に達している。現在の政策金利は1%（1995年以来の高水準）（",[22,7514,688],{"href":6865,"rel":7515},[26],[446,7517,7518,7521,7522,7525,7526,42],{},[33,7519,7520],{},"物価高が利上げ観測を後押し","：7月の消費者物価上昇率は前年比",[33,7523,7524],{},"1.9%","（コア1.8%、コアコア1.9%）。生鮮食品は前年比7%上昇、企業物価（卸売物価）は7.2%の上昇と引き続き高水準（",[22,7527,688],{"href":6865,"rel":7528},[26],[446,7530,7531,7534],{},[33,7532,7533],{},"株式市場も軟調","：日経平均は前場で弱含む展開。「9月会合まで方向感が出にくい」との声が市場参加者から聞かれ、利上げ決定を前にした手控えムードが広がっている。",[15,7536,45],{"id":45},[11,7538,7539],{},"日銀が9月に追加利上げに踏み切れば、変動型住宅ローン金利に上昇圧力がかかる可能性がある一方、円高方向に動けば輸入物価の上昇ペースが鈍化し、食料・エネルギー価格の高騰が続く家計には一定の下押し効果が期待される。前場で157円台まで進んだ円高は、「利上げ観測＝円買い」というシナリオを市場が前倒しで織り込みつつある動きとも読める。9月17〜18日の会合後、植田総裁が今後の利上げペースについてどう発信するかが次の焦点になりそうだ。",[15,7541,51],{"id":51},[11,7543,7544],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・金利・株価は記事執筆時点のものであり、その後変動する場合があります。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7546},[7547,7548,7549],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"3日の東京外為市場で円は一時157円74銭まで急伸。日銀の9月会合（17〜18日）での追加利上げ確率が市場で84%に達するなか、円高・株安の動きが前場を支配しています。",{},"\u002Freading\u002Farticles\u002F2026-09-03-boj-sep-rate-hike-yen-157","2026-09-03T13:00:00+09:00",{"title":7482,"description":7550},"reading\u002Farticles\u002F2026-09-03-boj-sep-rate-hike-yen-157",[236,73],"DrVvalk6_pjggEAn2qvT99qzolzul2X8dVq1hR6ePdY",{"id":7559,"title":7560,"author":6,"body":7561,"category":62,"dataDate":6,"date":7471,"description":7609,"extension":65,"image":6,"meta":7610,"navigation":67,"path":7611,"publishedAt":7612,"seo":7613,"stem":7614,"tags":7615,"type":6,"updated":6,"__hash__":7616},"articles\u002Freading\u002Farticles\u002F2026-09-03-boj-rate-hike-yen-surge.md","日銀9月利上げを市場が完全織り込み、円が158円台へ急伸——家計の輸入コストに変化の兆し",{"type":8,"value":7562,"toc":7604},[7563,7570,7572,7585,7594,7596,7599,7601],[11,7564,7565,7566,7569],{},"前夜の米国市場は上昇し（NYダウ +295ドル・53,061ドル、ナスダック +118pt・26,217pt）、半導体・AI関連株がけん引しました。一方、日本時間の朝に注目を集めているのは急速に進む",[33,7567,7568],{},"円高","です。ドル円は9月2日に 159.72円 から 158.22円 まで約1.5円急落し、2週間ぶりの水準をつけています。",[15,7571,17],{"id":17},[11,7573,7574,7575,7580,7581,7584],{},"円高の主因は日銀の利上げ観測の急加速です。",[22,7576,7579],{"href":7577,"rel":7578},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F03\u002F084423",[26],"外為どっとコム（2026年9月3日）","によると、日銀の高田審議委員が「連続利上げということも、もしかしたらあり得る」と発言し、25bpという利上げ幅が固定でないことを示唆。市場は",[33,7582,7583],{},"9月会合での0.25%利上げを完全に織り込み","、年内のさらなる追加利上げもほぼ織り込んだ状態となっています。",[11,7586,7587,7588,7593],{},"米国側では、NYダウは+295.07ドル(+0.56%)の53,061.95ドル、ナスダックは+118.06pt(+0.45%)の26,217.83で引けました（",[22,7589,7592],{"href":7590,"rel":7591},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1668811",[26],"Investing.com \u002F Fisco、2026年9月2日","）。NY連銀のウィリアムズ総裁がインフレについて「緩やかな鈍化基調」「金利は良い位置にある」とハト派的な発言をしたことで長期金利が低下し、ドル売りを促した面もあります。日米の金利方向が逆向きになりつつある（日本＝利上げ、米国＝利下げ期待）という構図が、円高ドル安を後押ししています。",[15,7595,45],{"id":45},[11,7597,7598],{},"円高が続けば、エネルギーや食品など輸入コストの押し下げ要因となり、家計の物価負担がわずかでも和らぐ可能性があります。ただし、変動金利型の住宅ローンを抱える世帯にとっては日銀利上げが返済額の増加につながるリスクもあり、プラスとマイナスが混在した局面です。今週後半には米8月雇用統計の発表も控えており、米国側の金利見通しが変われば為替が再び振れる可能性があるため、引き続き動向を注視したい状況です。",[15,7600,51],{"id":51},[11,7602,7603],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。特定の金融商品の売買を推奨するものではなく、将来の為替・金利・価格の動向を保証するものでもありません。最終的な判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":7605},[7606,7607,7608],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀審議委員が連続利上げの可能性を示唆し、市場が9月利上げを完全に織り込んだ。ドル円は前日の159円台から158円台へ急落し、輸入物価や変動金利住宅ローンへの波及に注目が集まっている。",{},"\u002Freading\u002Farticles\u002F2026-09-03-boj-rate-hike-yen-surge","2026-09-03T09:00:00+09:00",{"title":7560,"description":7609},"reading\u002Farticles\u002F2026-09-03-boj-rate-hike-yen-surge",[73,236],"hAwSCX9KAAvMwu1y5p8th6uspheqDDQuoJGDUhywyvU",{"id":7618,"title":7619,"author":6,"body":7620,"category":62,"dataDate":6,"date":7687,"description":7688,"extension":65,"image":6,"meta":7689,"navigation":67,"path":7690,"publishedAt":7691,"seo":7692,"stem":7693,"tags":7694,"type":6,"updated":6,"__hash__":7695},"articles\u002Freading\u002Farticles\u002F2026-09-02-nikkei-drop-rate-hike-expectations.md","日経1889円安、長期金利は1996年以来の高水準｜日銀9月利上げ観測と地政学リスクが重なる",{"type":8,"value":7621,"toc":7682},[7622,7629,7631,7643,7654,7665,7672,7674,7677,7679],[11,7623,7624,7625,7628],{},"9月2日の東京株式市場は全面安となり、日経平均株価は前日比 ",[33,7626,7627],{},"1,889.70円安の64,325.64円"," で大引けを迎えました。売りのきっかけは複数の悪材料が重なったことで、33業種すべてが下落するという幅広い下げとなっています。",[15,7630,17],{"id":17},[11,7632,7633,7634,7637,7638,5863],{},"最大の焦点となったのは ",[33,7635,7636],{},"国内の長期金利の上昇"," です。10年物国債利回りは3.015%に達し、1996年9月以来約30年ぶりの高水準に",[22,7639,7642],{"href":7640,"rel":7641},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260902\u002F868356.html",[26],"（財経新聞、2026年9月2日）",[11,7644,7645,7646,7649,7650,5863],{},"この金利上昇の背景には、市場で強まっている ",[33,7647,7648],{},"日銀の9月追加利上げ観測"," があります。9月17〜18日に開かれる金融政策決定会合で、現行の政策金利（1.0%）を1.25%へ引き上げるとの見方は8割近くまで上昇しているとされています",[22,7651,7653],{"href":1866,"rel":7652},[26],"（外為どっとコム、2026年8月20日）",[11,7655,7656,7657,7660,7661,7664],{},"加えて、",[33,7658,7659],{},"イラン情勢をめぐる地政学リスクの高まり","と",[33,7662,7663],{},"原油高への警戒","も売り材料となり、輸送・素材・不動産など幅広いセクターに売りが波及しました。",[11,7666,7667,7668,5863],{},"ドル円相場は1ドル160円近辺で推移しており、7月末に実施された日米協調の円買い介入効果は徐々に薄れている状況です",[22,7669,7671],{"href":1866,"rel":7670},[26],"（外為どっとコム）",[15,7673,45],{"id":45},[11,7675,7676],{},"住宅ローンの変動金利は政策金利に連動するため、9月に利上げが実施されれば返済額が増える家庭も出てきます。長期金利の上昇は固定型ローンにも影響しやすく、住宅購入・借り換えを検討中の方は金利動向を注視しておきたい局面です。一方、円安が構造的に続いているなか、輸入食品・エネルギー価格への影響も引き続き家計の押し上げ要因として残ります。",[15,7678,51],{"id":51},[11,7680,7681],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・金利・為替を保証するものでもありません。最終的な投資・借入の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7683},[7684,7685,7686],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-02","9月2日の東京株式市場で日経平均が1889円安と急落。国内長期金利が約30年ぶり高水準となるなか、日銀の利上げ観測と中東情勢が重なった一日を振り返る。",{},"\u002Freading\u002Farticles\u002F2026-09-02-nikkei-drop-rate-hike-expectations","2026-09-02T20:00:00+09:00",{"title":7619,"description":7688},"reading\u002Farticles\u002F2026-09-02-nikkei-drop-rate-hike-expectations",[73,236],"j0WQzNOmY4jdznTwQHYm23mwwg7rKSn6gsFvJ6SW86s",{"id":7697,"title":7698,"author":6,"body":7699,"category":62,"dataDate":6,"date":7687,"description":7763,"extension":65,"image":6,"meta":7764,"navigation":67,"path":7765,"publishedAt":7766,"seo":7767,"stem":7768,"tags":7769,"type":6,"updated":6,"__hash__":7770},"articles\u002Freading\u002Farticles\u002F2026-09-02-japan-longterm-rate-3pct-nikkei-plunge.md","長期金利3%・日経1700円安｜約30年ぶりの高水準と家計への影響",{"type":8,"value":7700,"toc":7758},[7701,7708,7710,7748,7750,7753,7755],[11,7702,7703,7704,7707],{},"9月2日の東京市場で、日本の長期金利（新発10年国債利回り）が**3.015%",[33,7705,7706],{},"まで上昇し、1996年9月以来約30年ぶりの水準に達した。同日前場の日経平均株価は","1,742円安（64,473円）**で折り返し、幅広い銘柄が売られた。",[15,7709,17],{"id":17},[443,7711,7712,7722,7733,7743],{},[446,7713,7714,7717,7718,42],{},[33,7715,7716],{},"長期金利3%",": 9月1日夕〜2日にかけて新発10年国債の利回りが3.0%台に乗せた。国債の大量発行・インフレの高止まり・日銀の追加利上げ観測が重なり、金利上昇に拍車がかかった（",[22,7719,7721],{"href":1816,"rel":7720},[26],"ICHIZEN CAPITAL 2026年9月",[446,7723,7724,7727,7728,42],{},[33,7725,7726],{},"日経平均の急落",": 前場引けは64,473円（前日比−1,742円）。米中央軍がイラン革命防衛隊への攻撃開始を発表し、原油高・金利上昇を警戒した売りが全面に広がった（",[22,7729,7732],{"href":7730,"rel":7731},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260902\u002F868300.html",[26],"財経新聞 2026年9月2日",[446,7734,7735,7738,7739,42],{},[33,7736,7737],{},"米国市場の余波",": 前日の米国市場でダウが419ドル下落・ナスダックが271ポイント下落しており、国内株への下押し要因となった（",[22,7740,315],{"href":7741,"rel":7742},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL020K10S6A900C2000000\u002F",[26],[446,7744,7745,7747],{},[33,7746,6670],{},": ドル円は160円前後で推移しており、円安基調が続いている。",[15,7749,45],{"id":45},[11,7751,7752],{},"長期金利の3%到達は、固定型住宅ローンの基準となる指標が急騰していることを意味する。これから借りる・借り換えを検討している人は金利上昇のタイミングを意識する価値がある。一方、株式市場では金利上昇がPER（株価収益率）の高いグロース株の重しになりやすく、売りが続くかどうかは地政学リスクの落ち着き方にもよりそうだ。",[15,7754,51],{"id":51},[11,7756,7757],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7759},[7760,7761,7762],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日本の10年国債利回りが3.015%と1996年以来の高水準に。前場の日経平均は1,742円下落。住宅ローンや株式への波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-02-japan-longterm-rate-3pct-nikkei-plunge","2026-09-02T13:00:00+09:00",{"title":7698,"description":7763},"reading\u002Farticles\u002F2026-09-02-japan-longterm-rate-3pct-nikkei-plunge",[236,73],"4Mfue7o3WjE2gaFP1F4cjcv0FKiT8gqBnXFvb4Xf-1A",{"id":7772,"title":7773,"author":6,"body":7774,"category":62,"dataDate":6,"date":7687,"description":7839,"extension":65,"image":6,"meta":7840,"navigation":67,"path":7841,"publishedAt":7842,"seo":7843,"stem":7844,"tags":7845,"type":6,"updated":6,"__hash__":7846},"articles\u002Freading\u002Farticles\u002F2026-09-02-us-iran-strait-of-hormuz-oil-yen.md","ホルムズ海峡緊張で米株安・原油高・円安が重なる——輸入物価への波及を読む",{"type":8,"value":7775,"toc":7834},[7776,7779,7781,7791,7797,7808,7814,7824,7826,7829,7831],[11,7777,7778],{},"米国とイランの緊張が再燃し、9月1日（月）のニューヨーク市場は株安・原油高・円安が同時に進行しました。ホルムズ海峡での事件が引き金となり、日本の家計にも無視できない影響が波及しはじめています。",[15,7780,17],{"id":17},[11,7782,7783,7786,7787,42],{},[33,7784,7785],{},"ホルムズ海峡での油槽船攻撃","：8月31日夜（現地時間）、ペルシャ湾の出口にあたるホルムズ海峡で、サウジアラビア船籍と韓国船籍の油槽船2隻が飛翔体によって攻撃されました。米国とイランによる6か月以上にわたる対立が一段とエスカレートしたと報じられています（",[22,7788,688],{"href":7789,"rel":7790},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fstock-market-today-sept-1-135016820.html",[26],[11,7792,7793,7796],{},[33,7794,7795],{},"米国株式市場（9月1日終値）","：地政学リスクの高まりを受けて3指数がそろって下落しました。",[443,7798,7799,7802,7805],{},[446,7800,7801],{},"ダウ平均：53,185.90ドル（前日比 −374.09ドル、−0.7%）",[446,7803,7804],{},"S&P500：7,686.14（同 −0.3%）",[446,7806,7807],{},"ナスダック：26,370.89（同 −0.1%）",[11,7809,7810,7811,42],{},"恐怖指数（VIX）は6.5%急騰し、投資家のリスク回避姿勢が強まったことが確認できます（",[22,7812,688],{"href":7789,"rel":7813},[26],[11,7815,7816,7819,7820,42],{},[33,7817,7818],{},"円安の進行","：原油高を受けた「有事のドル買い」が加速し、ドル円は一時160.28円まで上昇、7月31日以来の高値を記録しました。本日（9月2日）の東京市場の予想レンジは159.50〜160.70円と、引き続き160円台が意識されています（",[22,7821,849],{"href":7822,"rel":7823},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F02\u002F074253",[26],[15,7825,45],{"id":45},[11,7827,7828],{},"原油高と円安が同時に進むと、輸入エネルギーや食料品の調達コストが押し上げられ、ガソリン・電気代・食品価格への転嫁圧力が強まりやすくなります。米国株安は、NISAや投資信託で米国株を保有している方のポートフォリオにも短期的な影響が出る局面で、今後の米8月雇用統計（9月4日発表予定）の結果次第で相場の方向感が変わる可能性があります。",[15,7830,51],{"id":51},[11,7832,7833],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・通貨・商品の売買を推奨するものではなく、将来の価格変動を保証しません。投資の最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7835},[7836,7837,7838],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米国とイランの衝突が再燃し、9月1日の米市場はダウが374ドル安。原油高・円安が同時進行するなか、輸入物価への波及に注意が必要です。",{},"\u002Freading\u002Farticles\u002F2026-09-02-us-iran-strait-of-hormuz-oil-yen","2026-09-02T09:00:00+09:00",{"title":7773,"description":7839},"reading\u002Farticles\u002F2026-09-02-us-iran-strait-of-hormuz-oil-yen",[164,236],"2ADO8ZJcQyTJkvZPv98CwAFqipv8wjP6WDgMTNAC2-4",{"id":7848,"title":7849,"author":6,"body":7850,"category":62,"dataDate":6,"date":7935,"description":7936,"extension":65,"image":6,"meta":7937,"navigation":67,"path":7938,"publishedAt":7939,"seo":7940,"stem":7941,"tags":7942,"type":6,"updated":6,"__hash__":7943},"articles\u002Freading\u002Farticles\u002F2026-09-01-japan-longterm-rate-3pct.md","長期金利が一時3%台——30年ぶり水準と9月利上げ観測で家計への影響は",{"type":8,"value":7851,"toc":7930},[7852,7865,7867,7920,7922,7925,7927],[11,7853,7854,7855,7858,7859,7864],{},"9月1日の東京市場では、長期金利（10年国債利回り）が日中に一時 ",[33,7856,7857],{},"3.000%"," と、",[22,7860,7863],{"href":7861,"rel":7862},"https:\u002F\u002Ftbladvisory.com\u002F20260901nk\u002F",[26],"1996年9月以来およそ30年ぶりの水準","を付けました。日経平均は前日比96円安の66,215円で小幅続落した一方、TOPIXは9日続伸。電力・資源株に資金がシフトする構図が続いています。",[15,7866,17],{"id":17},[443,7868,7869,7879,7900,7914],{},[446,7870,7871,7874,7875,42],{},[33,7872,7873],{},"長期金利が節目の3%到達",": 10年物国債利回りが日中に一時3.000%。午後は2.990%前後に落ち着いたものの、1990年代半ば以来の水準圏に入りました（",[22,7876,1686],{"href":7877,"rel":7878},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260901\u002F868156.html",[26],[446,7880,7881,7884,7885,7888,7889,7892,7893,7896,7897,42],{},[33,7882,7883],{},"日銀9月利上げ観測が強まる",": 市場では日銀が9月17〜18日の金融政策決定会合で政策金利を現在の1.00%から ",[33,7886,7887],{},"1.25%"," に引き上げるとの見方が大勢になっています。背景には、7月のコアCPI（生鮮食品除く）が前年同月比 ",[33,7890,7891],{},"1.8%"," と6月の1.6%から加速し、卸売物価は ",[33,7894,7895],{},"7.2%"," まで急騰した点があります（",[22,7898,4761],{"href":5717,"rel":7899},[26],[446,7901,7902,7905,7906,7909,7910,42],{},[33,7903,7904],{},"エネルギー・資源関連が高い",": 中東情勢の緊迫化による原油高を背景に、電気・ガス業が ",[33,7907,7908],{},"+4.28%"," と業種トップ。商社・資源株にも買いが入りました（",[22,7911,7913],{"href":7861,"rel":7912},[26],"TBLAdvisory",[446,7915,7916,7919],{},[33,7917,7918],{},"日経平均の概況",": 終値は 66,215.34円（前日比96.59円安）。値上がりは225銘柄中170銘柄と、指数の下落幅以上に個別株の底堅さが目立ちました。",[15,7921,45],{"id":45},[11,7923,7924],{},"長期金利3%は住宅ローン（変動・固定ともに上昇圧力）や債券保有者にとって実質的なコスト上昇を意味します。政策金利の引き上げが続けば、住宅ローンを変動型で組んでいる世帯や、今後の借り換えを検討している世帯は返済額の変化を改めて試算しておく機会かもしれません。一方で、NISAなど長期積立の投資家にとっては、金利上昇局面でも分散投資の基本方針を変える必要はなく、引き続き毎月の積立を続けることが基本とされています。",[15,7926,51],{"id":51},[11,7928,7929],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、記載の金利・指数・予測は将来の結果を保証しません。住宅ローンや投資の判断は、ご自身の状況に合わせて金融機関や専門家にご相談ください。",{"title":56,"searchDepth":57,"depth":57,"links":7931},[7932,7933,7934],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-09-01","2026年9月1日、10年国債利回りが一時3.000%と1996年以来約30年ぶりの水準を記録。日銀の9月追加利上げ観測が重なり、住宅ローンやNISA運用への影響を整理します。",{},"\u002Freading\u002Farticles\u002F2026-09-01-japan-longterm-rate-3pct","2026-09-01T20:00:00+09:00",{"title":7849,"description":7936},"reading\u002Farticles\u002F2026-09-01-japan-longterm-rate-3pct",[236,73],"5E_h8t-C8mp-38KjrJ3ciMxflp8Yp-JR8owbcQe9EGw",{"id":7945,"title":7946,"author":6,"body":7947,"category":62,"dataDate":6,"date":7935,"description":7993,"extension":65,"image":6,"meta":7994,"navigation":67,"path":7995,"publishedAt":7996,"seo":7997,"stem":7998,"tags":7999,"type":6,"updated":6,"__hash__":8000},"articles\u002Freading\u002Farticles\u002F2026-09-01-japan-10y-bond-yield-30year-high.md","日本の長期金利が一時3%突破―約30年ぶり高水準、前場の日経は700円超安",{"type":8,"value":7948,"toc":7988},[7949,7952,7954,7962,7971,7978,7980,7983,7985],[11,7950,7951],{},"2026年9月1日の東京市場前場で、日本の長期金利（10年物国債利回り）が一時3%を突破した。これは約30年ぶりの高水準とみられる。日経平均株価は朝方に一時700円超下落し、前場は前日比141円安の6万6170円で引けた。",[15,7953,17],{"id":17},[11,7955,7956,7957,7961],{},"中東情勢の緊張を受けた原油高がアメリカのインフレ懸念を高め、FRBの早期利上げ観測が浮上。前日（8月31日）の米ダウ工業株30種平均は374ドル安の5万3185ドルで引けた（",[22,7958,315],{"href":7959,"rel":7960},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL010HS0R00C26A9000000\u002F",[26],"）。これを受け、東京市場の寄り付きは半導体・AI関連株を中心に売りが先行し、日経平均は一時6万5647円台まで下落した。",[11,7963,7964,7965,7970],{},"長期金利（新発10年物国債利回り）は9月1日前場に一時3%を超え、1996年9月以来およそ30年ぶりの高水準をつけた（",[22,7966,7969],{"href":7967,"rel":7968},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F318d4fdae46209a8941f81e2850a544b87290a5e",[26],"Yahoo!ニュース\u002F共同通信","）。為替はドル円が1ドル＝159円70銭台で推移し、円安水準が続いた。",[11,7972,7973,7974,42],{},"前場引けにかけては押し目買いが入り、日経平均は前日比141円安の6万6170円まで持ち直した（",[22,7975,1686],{"href":7976,"rel":7977},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260901\u002F868089.html",[26],[15,7979,45],{"id":45},[11,7981,7982],{},"長期金利の3%突破は、住宅ローン（特にフラット35など長期固定型）の基準となる指標が上昇し続けていることを意味し、これから住宅購入を検討する世帯や住宅ローン残高を抱える世帯には借入コスト増の圧力となりうる。また、NISA口座で債券ファンドを保有している場合、金利上昇は既存債券の価格を押し下げる方向に働きやすいため、保有内容を確認しておくタイミングといえそうだ。",[15,7984,51],{"id":51},[11,7986,7987],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の価格・金利水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":7989},[7990,7991,7992],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年9月1日前場、日本の10年物国債利回りが一時3%を上回り約30年ぶりの高水準に。原油高・米金利上昇が背景で日経平均も一時700円超安となった。住宅ローンや資産運用への波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-09-01-japan-10y-bond-yield-30year-high","2026-09-01T13:00:00+09:00",{"title":7946,"description":7993},"reading\u002Farticles\u002F2026-09-01-japan-10y-bond-yield-30year-high",[236,73],"CJf33pB_cZq74E4PJiHoK0awRuBZdPU9GX-fMAFxuUo",{"id":8002,"title":8003,"author":6,"body":8004,"category":62,"dataDate":6,"date":7935,"description":8079,"extension":65,"image":6,"meta":8080,"navigation":67,"path":8081,"publishedAt":8082,"seo":8083,"stem":8084,"tags":8085,"type":6,"updated":6,"__hash__":8086},"articles\u002Freading\u002Farticles\u002F2026-09-01-fed-warsh-inflation-warning-dollar-yen.md","ウォーシュFRB議長「物価警戒」発言で9月利上げ観測が再燃 — ドル円160円台を試す展開",{"type":8,"value":8005,"toc":8074},[8006,8009,8011,8016,8025,8030,8039,8044,8053,8058,8064,8066,8069,8071],[11,8007,8008],{},"先週のジャクソンホール会議でウォーシュFRB議長が物価上昇への警戒感を改めて示し、9月追加利上げ観測が上昇した。ドル円は先週末に160円台を回復したものの、8月31日（月）終値は159.75円前後と160円台への定着には至らなかった。",[15,8010,17],{"id":17},[11,8012,8013],{},[33,8014,8015],{},"ジャクソンホールでのFRB議長発言",[11,8017,8018,8019,8024],{},"8月下旬のジャクソンホール会議で、ウォーシュFRB議長は物価上昇への警戒姿勢を明確に示し、追加利上げの可能性を残したと報じられた（",[22,8020,8023],{"href":8021,"rel":8022},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F31\u002F122626",[26],"外為どっとコム、2026年8月31日","）。この発言を受けて「米金利高→ドル買い」の動きが再燃し、ドル円は先週末に160円台を回復する場面があった。",[11,8026,8027],{},[33,8028,8029],{},"米国株式市場（8月31日終値）",[11,8031,8032,8033,8038],{},"ウォーシュ発言の影響と米・イラン間の地政学リスク再燃を受け、8月31日の米国市場は下落した。S&P 500は前日比0.33%安の7,686.14、ダウ工業株30種平均は374.09ドル安（0.7%安）の53,185.90、ナスダック総合指数は0.12%安の26,370.89で引けた（",[22,8034,8037],{"href":8035,"rel":8036},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F30\u002Fstock-market-today-live-updates.html",[26],"CNBC、2026年8月31日","）。ただし8月全体では、S&P 500が2.5%高、ナスダック100が3.8%高、ダウが1.4%高と月次ではプラスで着地している。",[11,8040,8041],{},[33,8042,8043],{},"ドル円相場（9月1日時点）",[11,8045,8046,8047,8052],{},"ドル円は8月31日に159.75円前後で取引を終え、本日（9月1日）の想定レンジは159.2〜160.4円（",[22,8048,8051],{"href":8049,"rel":8050},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F09\u002F01\u002F084548",[26],"外為どっとコム、2026年9月1日","）。75日移動平均線（160.56円）の明確な上抜けが次の節目として意識されているが、160円超での為替介入警戒も上値を重くしている。",[11,8054,8055],{},[33,8056,8057],{},"本日の注目イベント",[11,8059,8060,8061,42],{},"G20財務相・中銀総裁会議で片山財務相と植田日銀総裁が米ベッセント財務長官と会談する見通しで、円安是正に関する発言が注目される。また米8月ISM製造業景況指数も本日発表予定で、9月利上げ観測への影響が注目される（",[22,8062,849],{"href":8049,"rel":8063},[26],[15,8065,45],{"id":45},[11,8067,8068],{},"ウォーシュFRB議長が物価への警戒を維持するかぎり、「米金利高→ドル高→円安」の構図が続きやすい。160円台前後の円安が長引けば輸入食品やエネルギー価格の高止まりにつながりやすく、家計の実質的な購買力への圧力は残る。G20での日米通貨当局の発言次第で短期的なぶれが生じる可能性があるため、今日は当局コメントに目を向けておきたい場面だ。",[15,8070,51],{"id":51},[11,8072,8073],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の相場や経済動向を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8075},[8076,8077,8078],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"ジャクソンホールでのFRB議長の物価警戒発言を受け、ドル円は先週末に160円台を回復。ただし8月末終値は159.75円前後に落ち着き、本日はG20日米通貨当局会談とISM製造業指数が焦点となる。",{},"\u002Freading\u002Farticles\u002F2026-09-01-fed-warsh-inflation-warning-dollar-yen","2026-09-01T09:00:00+09:00",{"title":8003,"description":8079},"reading\u002Farticles\u002F2026-09-01-fed-warsh-inflation-warning-dollar-yen",[164,236],"aHheiEGzjL14tjjBWdtV9x_XCNFmndBvgWQhZ-PIhm4",{"id":8088,"title":8089,"author":6,"body":8090,"category":62,"dataDate":6,"date":8166,"description":8167,"extension":65,"image":6,"meta":8168,"navigation":67,"path":8169,"publishedAt":8170,"seo":8171,"stem":8172,"tags":8173,"type":6,"updated":6,"__hash__":8174},"articles\u002Freading\u002Farticles\u002F2026-08-31-dollar-yen-160-august-close.md","ドル円が再び160円台に迫った8月末——輸入物価と家計への影響を整理",{"type":8,"value":8091,"toc":8161},[8092,8105,8107,8112,8123,8135,8147,8149,8156,8158],[11,8093,8094,8095,8100,8101,8104],{},"8月最後の取引日、東京市場は荒れた一日を終えた。日経平均株価は",[22,8096,8099],{"href":8097,"rel":8098},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260831\u002F868019.html",[26],"前週末比93.63円安の66,311.93円","で大引け。朝方には一時1,500円を超える下落幅を記録したが、押し目買いが入り下げ幅を大きく縮小して着地した。8月を通じて続いた円安圧力は月末も衰えず、ドル円は日中に",[33,8102,8103],{},"160.20円","まで上昇。為替介入への警戒感から引けにかけては伸び悩んだが、依然として160円近辺での取引が続いている。",[15,8106,17],{"id":17},[11,8108,8109],{},[33,8110,8111],{},"株式市場",[443,8113,8114,8117,8120],{},[446,8115,8116],{},"日経平均終値：66,311.93円（前週末比 −93.63円 \u002F −0.14%）",[446,8118,8119],{},"TOPIX：4,156.29pt（+9.58pt \u002F +0.23%）",[446,8121,8122],{},"東証プライム売買代金：9兆3,583億円",[11,8124,8125,8130,8131,8134],{},[22,8126,8129],{"href":8127,"rel":8128},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260831\u002F867934.html",[26],"前日の米国市場","ではNYダウが53,559.99ドル（−9.45）、ナスダックが26,402.42（−138.93）と下落。特に半導体株指数（SOX指数）が11,469.66（",[33,8132,8133],{},"−412.51 \u002F −3.47%","）と大幅安となり、アドバンテストなど国内半導体関連株の売りを誘った。",[11,8136,8137,8140,8142,8146],{},[33,8138,8139],{},"為替市場",[3866,8141],{},[22,8143,8145],{"href":8021,"rel":8144},[26],"ドル円は8月31日時点で158.50〜161.30円のレンジ内で推移","。背景はジャクソンホール会議（8月下旬）でのウォーシュFRB議長の「物価上昇への警戒」発言だ。PCE価格指数がインフレの粘着性を示唆したことも重なり、9月追加利上げ観測が台頭。「米金利上昇→ドル買い・円売り」という従来の構図が復活した形となっている。",[15,8148,45],{"id":45},[11,8150,8151,8152,8155],{},"ドル円が160円前後で推移する局面は、",[33,8153,8154],{},"輸入コストが再び上昇しやすい環境","を意味する。食料品・エネルギー・日用品は原材料の多くを輸入に頼っており、160円水準が続けば秋口の価格改定に反映される品目が増える可能性がある。9月の米雇用統計（9月4日発表予定）が強い内容であれば161円台への上昇も視野に入り、円安・輸入インフレの圧力が一段と強まりうる点は家計の支出計画を考える上で意識しておきたい。",[15,8157,51],{"id":51},[11,8159,8160],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や資産運用を推奨するものではなく、将来の相場・物価動向を保証しません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8162},[8163,8164,8165],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-31","8月31日の日経平均は前週末比93円安で着地。ドル円は日中160.20円をつけ、ジャクソンホール後の米利上げ観測再燃が円安を後押しした。輸入物価への波及と家計の注意点を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-31-dollar-yen-160-august-close","2026-08-31T20:00:00+09:00",{"title":8089,"description":8167},"reading\u002Farticles\u002F2026-08-31-dollar-yen-160-august-close",[236,73],"Nxw4WmW30TvnkKkTk8F0BscZ5L3i-LOyRxOHdKh4lIk",{"id":8176,"title":8177,"author":6,"body":8178,"category":62,"dataDate":6,"date":8166,"description":8305,"extension":65,"image":6,"meta":8306,"navigation":67,"path":8307,"publishedAt":8308,"seo":8309,"stem":8310,"tags":8311,"type":6,"updated":6,"__hash__":8312},"articles\u002Freading\u002Farticles\u002F2026-08-31-tokyo-cpi-august.md","東京8月CPI速報は前年比＋1.8%　食費3.6%高も、補助金がブレーキ",{"type":8,"value":8179,"toc":8300},[8180,8187,8189,8202,8205,8267,8270,8290,8292,8295,8297],[11,8181,8182,8183,8186],{},"東京都区部の8月消費者物価指数（CPI）速報値が発表され、生鮮食品を除く総合が前年比",[33,8184,8185],{},"1.8%上昇","でした。7カ月連続で日銀の目標である2%を下回る水準ですが、食料品は依然3%台の上昇が続き、家計の体感とは開きがあります。",[15,8188,17],{"id":17},[11,8190,8191,8192,8197,8198,42],{},"総務省が8月27日に発表した",[22,8193,8196],{"href":8194,"rel":8195},"https:\u002F\u002Fwww.stat.go.jp\u002Fdata\u002Fcpi\u002Fsokuhou\u002Ftsuki\u002Findex-t.html",[26],"東京都区部の8月CPI速報値","によれば、生鮮食品を除く総合指数は前年比**+1.8%**でした（",[22,8199,315],{"href":8200,"rel":8201},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA275DA0X20C26A8000000\u002F",[26],[11,8203,8204],{},"主な項目の内訳は次のとおりです。",[2752,8206,8207,8216],{},[2755,8208,8209],{},[2758,8210,8211,8213],{},[2761,8212,2763],{},[2761,8214,8215],{},"前年比",[2768,8217,8218,8228,8237,8247,8257],{},[2758,8219,8220,8223],{},[2773,8221,8222],{},"食料（生鮮除く）",[2773,8224,8225],{},[33,8226,8227],{},"+3.6%",[2758,8229,8230,8232],{},[2773,8231,7207],{},[2773,8233,8234],{},[33,8235,8236],{},"−2.0%",[2758,8238,8239,8242],{},[2773,8240,8241],{},"コメ",[2773,8243,8244],{},[33,8245,8246],{},"−14.2%",[2758,8248,8249,8252],{},[2773,8250,8251],{},"医療費",[2773,8253,8254],{},[33,8255,8256],{},"+3.2%",[2758,8258,8259,8262],{},[2773,8260,8261],{},"鉄道運賃",[2773,8263,8264],{},[33,8265,8266],{},"+9.1%",[11,8268,8269],{},"エネルギーが前年比マイナスになっているのは、政府の電気・ガス代補助の継続と、ガソリン暫定税廃止の効果によるものです。一方、食料（生鮮食品除く）はパンや外食を中心に3%超の上昇が続いており、コメ価格は在庫積み上がりによる小売り値引きで14%超下落しました。医療費は8月から高額療養費制度の自己負担限度額が見直されたことで上昇し、JR東日本の87年ぶりの運賃改定により鉄道運賃は9.1%跳ね上がっています。",[11,8271,8272,8275,8276,8281,8282,8285,8286,42],{},[33,8273,8274],{},"日銀と為替の動向","：市場では日銀が9月の政策決定会合で追加利上げ（+0.25%、政策金利を1.25%へ）を行う確率を約9割と織り込んでいます（",[22,8277,8280],{"href":8278,"rel":8279},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F27\u002F073529",[26],"外為どっとコム、2026年8月27日","）。野村證券も9月利上げをメインシナリオとして改めて示しました（",[22,8283,5971],{"href":5808,"rel":8284},[26],"）。円相場は前場時点で1ドル＝159円台前半で推移しており、利上げ確実視とはいかない微妙な水準です（",[22,8287,315],{"href":8288,"rel":8289},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL276PG0X20C26A8000000\u002F",[26],[15,8291,45],{"id":45},[11,8293,8294],{},"ヘッドライン数字の「1.8%」はエネルギー補助と米価下落が押し下げた結果で、食費や医療・交通といった日常コストは2〜9%台の上昇が続いています。補助が縮小・終了すれば、体感物価はさらに高い水準に近づく可能性があります。また、9月利上げが実現すれば変動型住宅ローン金利の見直しが続き、預貯金の利回り改善も少しずつ進むとみられます。",[15,8296,51],{"id":51},[11,8298,8299],{},"本記事は情報提供を目的とした速報まとめであり、投資助言や特定銘柄・金融商品の売買を推奨するものではありません。掲載した数値・情報は取得時点のものであり、今後変わる可能性があります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8301},[8302,8303,8304],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"東京都区部の8月消費者物価（速報）は前年比1.8%上昇と7カ月連続で2%を下回ったが、食料は3.6%高と家計への重みは続く。日銀の9月利上げ確率が市場で9割超に達しており、ローン・貯蓄への影響に注目が集まる。",{},"\u002Freading\u002Farticles\u002F2026-08-31-tokyo-cpi-august","2026-08-31T13:00:00+09:00",{"title":8177,"description":8305},"reading\u002Farticles\u002F2026-08-31-tokyo-cpi-august",[236,73],"KVONWZr6iz66ZE2WuZfjqWhcv8vJxnkcVUw8yVNMkp4",{"id":8314,"title":8315,"author":6,"body":8316,"category":62,"dataDate":6,"date":8166,"description":8364,"extension":65,"image":6,"meta":8365,"navigation":67,"path":8366,"publishedAt":8367,"seo":8368,"stem":8369,"tags":8370,"type":6,"updated":6,"__hash__":8371},"articles\u002Freading\u002Farticles\u002F2026-08-31-warsh-jackson-hole-rate-hike-yen.md","ウォーシュFRB議長が追加利上げ示唆、ドル円が再び160円台へ",{"type":8,"value":8317,"toc":8359},[8318,8321,8323,8330,8337,8345,8347,8354,8356],[11,8319,8320],{},"8月30日（現地時間）のジャクソンホール会合でウォーシュ米連邦準備制度理事会（FRB）議長が追加利上げの可能性を強く示唆し、ドル円が一時160円20銭（7月31日以来の高値）まで上昇した。米長期金利も4.72%台へ上昇、円安・金利高という組み合わせが日本の家計に波及するかどうかが今週の焦点になりそうだ。",[15,8322,17],{"id":17},[11,8324,8325,8326,42],{},"8月29日の米国株式市場は3指数が揃って下落。S&P500は前日比0.25%安の7,711.76、ナスダックは0.52%安の26,402.43、ダウ平均は0.02%安の53,559.99で引けた（",[22,8327,8329],{"href":6542,"rel":8328},[26],"vittarthi.com",[11,8331,8332,8333,42],{},"株安の主因はウォーシュFRB議長のジャクソンホール講演だ。議長は「最近のインフレ指標が必ずしも勇気づけられるものではなく、インフレが目標に向けて明確に改善する確信が得られなければ、FRBにはなすべきことがある」と発言。9月FOMCでの利上げ確率は前日の約35%から約57〜60%に急上昇した（",[22,8334,849],{"href":8335,"rel":8336},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F31\u002F073633",[26],[11,8338,8339,8340,8344],{},"これを受けて米10年債利回りは一時4.72%台に上昇。ドル買いが加速し、ドル円は159円41銭から160円20銭まで上昇し、ニューヨーク時間の引け値は160円09銭だった（",[22,8341,1686],{"href":8342,"rel":8343},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260831\u002F867921.html",[26],"）。8月31日アジア時間も160円前半で推移している。",[15,8346,45],{"id":45},[11,8348,8349,8350,8353],{},"160円台は日本の通貨当局が円買い介入に踏み切った水準に近く、8月31日は月末ドル売りも重なりやすい。",[33,8351,8352],{},"ドル円が高止まりする局面が続けば、エネルギーや食料など輸入コストの上昇を通じて家計の物価高圧力が再加速しやすい","。一方で、9月FOMC（9月17〜18日）前後に出てくる米雇用統計・インフレ指標の結果次第では利上げ観測が揺れ動き、円が反転する可能性もある。NISAで米国株式インデックスを保有する場合は、円高に振れると円換算の評価額が目減りする点も念頭に置いておきたい。",[15,8355,51],{"id":51},[11,8357,8358],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・通貨の売買を推奨するものではなく、将来の相場や物価を保証するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8360},[8361,8362,8363],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"ジャクソンホール会合でウォーシュFRB議長が「インフレ次第では追加利上げも辞さず」と発言。ドル円は一時160円20銭まで上昇し、9月利上げ確率が約57〜60%に。円安が続く場合、食料・エネルギーなど輸入コストへの波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-31-warsh-jackson-hole-rate-hike-yen","2026-08-31T09:00:00+09:00",{"title":8315,"description":8364},"reading\u002Farticles\u002F2026-08-31-warsh-jackson-hole-rate-hike-yen",[164,236],"d6aH0HQ7jeoe1P3GaDhnmDA1jhRwa9eIL5jxOB26Qic",{"id":8373,"title":8374,"author":6,"body":8375,"category":62,"dataDate":6,"date":8446,"description":8447,"extension":65,"image":6,"meta":8448,"navigation":67,"path":8449,"publishedAt":8450,"seo":8451,"stem":8452,"tags":8453,"type":6,"updated":6,"__hash__":8454},"articles\u002Freading\u002Farticles\u002F2026-08-30-variable-rate-mortgage-boj-hike.md","住宅ローン変動金利、9月から引き上げへ――日銀利上げが家計に波及",{"type":8,"value":8376,"toc":8441},[8377,8380,8382,8393,8396,8428,8431,8433,8436,8438],[11,8378,8379],{},"日銀が6月に政策金利を1.00%へ引き上げてから約2カ月半。その影響がいよいよ住宅ローンの現場にも届きつつある。三菱UFJなど大手銀行が9月から変動金利の基準金利を見直す予定で、新しい利率は明日8月31日（月）に各行が発表する。",[15,8381,17],{"id":17},[11,8383,8384,8385,8388,8389,42],{},"日本銀行は2026年6月15〜16日の金融政策決定会合で、政策金利を0.75%から",[33,8386,8387],{},"1.00%へ引き上げた","（+0.25%）。約31年ぶりの高水準で、植田総裁が入院中のため氷見野副総裁が議長を務め、8対1の賛成多数で決定した（",[22,8390,8392],{"href":6015,"rel":8391},[26],"第一ライフ経済研究所",[11,8394,8395],{},"この決定を受け、各銀行が住宅ローンの変動金利を見直している。",[443,8397,8398,8407,8413,8419],{},[446,8399,8400,8402,8403,42],{},[33,8401,480],{},"：9月1日から変動金利の基準金利を見直し。新利率は8月31日（明日）発表予定（",[22,8404,480],{"href":8405,"rel":8406},"https:\u002F\u002Fwww.bk.mufg.jp\u002Finfo\u002Fhendoukinri4.html",[26],[446,8408,8409,8412],{},[33,8410,8411],{},"ドコモSMTBネット銀行","：すでに年0.250%引き上げ済み。",[446,8414,8415,8418],{},[33,8416,8417],{},"楽天銀行","：年0.043%引き上げ済み。",[446,8420,8421,8424,8425,42],{},[33,8422,8423],{},"メガバンク（みずほ・三菱UFJ・三井住友）","：8月時点では横ばいだったが、9月から順次反映が見込まれる（",[22,8426,1754],{"href":438,"rel":8427},[26],[11,8429,8430],{},"次回の追加利上げについては、12月が最も有力なシナリオとして市場で見込まれている。",[15,8432,45],{"id":45},[11,8434,8435],{},"変動金利型の住宅ローンを抱える世帯にとっては、9月以降の返済額が増える可能性がある局面だ。利上げのペースが続く場合は借り換えや繰り上げ返済の検討が選択肢になるが、固定金利もすでに上昇しており、単純な乗り換えで費用が下がるとは限らない。まず明日発表される各行の新基準金利を確認してから判断したい。",[15,8437,51],{"id":51},[11,8439,8440],{},"本記事は情報提供を目的としたもので、投資助言・ローン選択に関する推奨ではありません。金利の変動や最終的な返済条件は各金融機関に直接確認してください。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8442},[8443,8444,8445],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-30","日銀の6月利上げ（政策金利1.00%）を受け、三菱UFJなど大手銀行が9月から住宅ローンの変動金利を見直す。明日8月31日に新基準金利が発表される予定で、変動型の借り手には月々の返済額が増える可能性がある。",{},"\u002Freading\u002Farticles\u002F2026-08-30-variable-rate-mortgage-boj-hike","2026-08-30T20:00:00+09:00",{"title":8374,"description":8447},"reading\u002Farticles\u002F2026-08-30-variable-rate-mortgage-boj-hike",[236,73],"6RM9kEoMgISqhNPH_p39xpXfCWIWXiOA2jhWowq_WFk",{"id":8456,"title":8457,"author":6,"body":8458,"category":62,"dataDate":6,"date":8446,"description":8549,"extension":65,"image":6,"meta":8550,"navigation":67,"path":8551,"publishedAt":8552,"seo":8553,"stem":8554,"tags":8555,"type":6,"updated":6,"__hash__":8556},"articles\u002Freading\u002Farticles\u002F2026-08-30-tokyo-cpi-august-2026.md","東京8月物価+1.8%：コメは14%安でも医療費・JR運賃は値上がり",{"type":8,"value":8459,"toc":8544},[8460,8463,8465,8472,8477,8491,8496,8516,8534,8536,8539,8541],[11,8461,8462],{},"東京都区部の8月消費者物価指数（中旬速報値）が公表され、生鮮食品を除く総合は前年同月比**+1.8%**となった。日銀が掲げる2%目標を下回るのは7カ月連続で、数字だけ見れば「物価が落ち着いてきた」印象だが、内訳を見ると家計の体感とは異なる動きが並んでいる。",[15,8464,17],{"id":17},[11,8466,8467,8468,8471],{},"8月27日に公表された東京都区部の消費者物価指数（",[22,8469,315],{"href":8200,"rel":8470},[26],"）によると、主な動きは以下の通り。",[11,8473,8474],{},[33,8475,8476],{},"押し下げ要因",[443,8478,8479,8485],{},[446,8480,8481,8482,8484],{},"コメ類：前年比 ",[33,8483,8246],{},"（昨年の高値反動と政府放出効果）",[446,8486,8487,8488,8490],{},"エネルギー全体：",[33,8489,8236],{},"（電気代−2.4%、ガソリン−2.7%）。政府による電気・ガス代補助が継続中。",[11,8492,8493],{},[33,8494,8495],{},"押し上げ要因",[443,8497,8498,8504,8510],{},[446,8499,8500,8501,8503],{},"食料全体：",[33,8502,8227],{},"（コメが下がっても食品全体はなお上昇）",[446,8505,8506,8507,8509],{},"JR運賃：",[33,8508,8266],{},"（民営化後初の運賃改定）",[446,8511,8512,8513,8515],{},"診療代：",[33,8514,8256],{},"（高額療養費制度の自己負担上限引き上げが影響）",[11,8517,8518,8519,8522,8523,8526,8527,8530,8531,42],{},"一方、為替面ではドル円が",[33,8520,8521],{},"159円台後半","で推移し（",[22,8524,41],{"href":1940,"rel":8525},[26],"）、輸入物価への下押し圧力が続いている。市場は9月の日銀金融政策決定会合での",[33,8528,8529],{},"25bp利上げを約90%の確率","で織り込んでいる（",[22,8532,849],{"href":8278,"rel":8533},[26],[15,8535,45],{"id":45},[11,8537,8538],{},"「+1.8%」という数字は、コメの大幅下落とエネルギー補助が物価全体を抑えているためで、交通・医療など固定費に近い支出は着実に上がっている。生活コストの実感は品目によって大きく異なることに注意したい。9月の日銀会合で利上げが決まった場合、住宅ローン（変動金利）への波及タイミングが再び注目されそうだ。",[15,8540,51],{"id":51},[11,8542,8543],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の金融商品の売買を推奨するものではなく、記載の数値・情報は執筆時点のものです。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8545},[8546,8547,8548],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"東京都区部の8月CPIは生鮮食品除く前年比+1.8%と7カ月連続で日銀目標を下回った。コメ類が14.2%下落し物価全体を押し下げる一方、JR運賃が9.1%上昇、診療代も3.2%上昇。家計の実感はカテゴリで大きく分かれている。",{},"\u002Freading\u002Farticles\u002F2026-08-30-tokyo-cpi-august-2026","2026-08-30T13:00:00+09:00",{"title":8457,"description":8549},"reading\u002Farticles\u002F2026-08-30-tokyo-cpi-august-2026",[236,73],"zzUyzPLgbKmhrNfQYUUDfJfGuVx5eSp7Xusa8wFhQCk",{"id":8558,"title":8559,"author":6,"body":8560,"category":62,"dataDate":6,"date":8446,"description":8635,"extension":65,"image":6,"meta":8636,"navigation":67,"path":8637,"publishedAt":8638,"seo":8639,"stem":8640,"tags":8641,"type":6,"updated":6,"__hash__":8642},"articles\u002Freading\u002Farticles\u002F2026-08-30-boj-rate-hike-yen-160.md","日銀が9〜10月の追加利上げを探る、ドル円は160円をうかがう局面",{"type":8,"value":8561,"toc":8630},[8562,8565,8567,8572,8581,8586,8594,8599,8606,8611,8620,8622,8625,8627],[11,8563,8564],{},"米PCEインフレの高止まりとドル高が続くなか、日銀は次の利上げを6月から半年も空けずに実施する可能性を探っている。ドル円は再び160円ラインへ接近しており、個人投資家にとって気になる週末となった。",[15,8566,17],{"id":17},[11,8568,8569],{},[33,8570,8571],{},"米国市場（8月28日終値）",[11,8573,8574,8575,8580],{},"金曜日の米国株式市場は小幅安。S&P500は前日比0.2%安の7,711.76、ナスダックは半導体株の売りに押され0.7%安の26,402.42、ダウは0.02%安の53,560で引けた（",[22,8576,8579],{"href":8577,"rel":8578},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F26\u002Fstock-market-today-live-updates.html",[26],"CNBC, Aug 28","）。週間では底堅さを保ちつつも、チップ株（エヌビディア以外）の上値が重い展開だった。",[11,8582,8583],{},[33,8584,8585],{},"米コアPCEと利下げ観測",[11,8587,8588,8589,42],{},"7月の米コアPCE物価指数は前年比＋3.3%で市場予想と一致。インフレが依然高止まりしているため、FRBの利下げ転換は見通しにくく、ドル高圧力が続いている（",[22,8590,8593],{"href":8591,"rel":8592},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260829\u002F867862.html",[26],"財経新聞, Aug 29",[11,8595,8596],{},[33,8597,8598],{},"円相場とドル円160円ライン",[11,8600,8601,8602,8605],{},"ドル円は足元で157〜162円のレンジが予想されており、心理的節目の160円を上抜けると当局の為替介入警戒が高まる局面になっている（",[22,8603,8593],{"href":8591,"rel":8604},[26],"）。政府は今年4〜5月に大規模介入を実施しており、市場参加者も再介入の可能性を意識している。",[11,8607,8608],{},[33,8609,8610],{},"日銀・利上げ加速の観測",[11,8612,8613,8614,8619],{},"日銀は6月の利上げから通常の半年間隔を待たず、9月または10月に追加利上げを実施する方向を探っている。政策金利目標の2%が視野に入ってきたとの観測も浮上している（",[22,8615,8618],{"href":8616,"rel":8617},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB211GH0R20C26A8000000\u002F",[26],"日経新聞, Aug 23","）。春闘で3年連続5%超の賃上げが実現しており、日銀が物価・賃金の好循環を確認しやすい状況が続いている。",[15,8621,45],{"id":45},[11,8623,8624],{},"日銀の早期利上げが実現すると、住宅ローンの変動金利や預金金利が動きやすくなる。一方でドル高・円安圧力が残るうちは輸入物価を通じて食品・エネルギーコストの高止まりが続く可能性もあり、家計にとっては利上げが物価緩和の追い風になるかどうか、日銀の判断タイミングを見守る局面だ。NISAで米国株ファンドを保有している場合は、為替ヘッジの有無によって円換算リターンへの影響が異なる点にも注意したい。",[15,8626,51],{"id":51},[11,8628,8629],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の金融商品を推奨するものではなく、将来の相場や政策動向を保証しません。最終的な投資・財務の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8631},[8632,8633,8634],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米コアPCEが3.3%高止まりしたなか、日銀が次回利上げの前倒しを検討。円相場は157〜162円のレンジを想定され、介入警戒ラインの160円が再び意識され始めた。",{},"\u002Freading\u002Farticles\u002F2026-08-30-boj-rate-hike-yen-160","2026-08-30T09:00:00+09:00",{"title":8559,"description":8635},"reading\u002Farticles\u002F2026-08-30-boj-rate-hike-yen-160",[236,73],"8vhdCS6kEK-Av8un0kqnOs27DVBV_iBNfg0i4WIkO1o",{"id":8644,"title":8645,"author":6,"body":8646,"category":62,"dataDate":6,"date":8746,"description":8747,"extension":65,"image":6,"meta":8748,"navigation":67,"path":8749,"publishedAt":8750,"seo":8751,"stem":8752,"tags":8753,"type":6,"updated":6,"__hash__":8754},"articles\u002Freading\u002Farticles\u002F2026-08-29-boj-september-rate-hike-expectations.md","日銀「9月利上げ確率82%」でも円安継続——8月29日の市場まとめ",{"type":8,"value":8647,"toc":8737},[8648,8665,8667,8672,8681,8701,8704,8710,8724,8727,8729,8732,8734],[11,8649,8650,8651,8654,8655,8660,8661,8664],{},"本日の東京株式市場は反発した。日経平均株価は前日比273円58銭高の",[33,8652,8653],{},"66,405円56銭","で大引け（出典: ",[22,8656,8659],{"href":8657,"rel":8658},"https:\u002F\u002Fmiken.muragon.com\u002Fentry\u002F3193.html",[26],"miken.muragon.com","）。前日の米国市場上昇を引き継ぎ、午前中には一時66,842円まで上昇する場面もあったが、午後は利食い売りが入り伸び悩む展開となった。一方、円相場は依然として",[33,8662,8663],{},"1ドル＝159円台","と、160円が意識される水準が続いている。",[15,8666,17],{"id":17},[8668,8669,8671],"h3",{"id":8670},"日銀9月利上げ確率が82に急騰","日銀9月利上げ確率が82%に急騰",[11,8673,8674,8675,8680],{},"金融市場で注目を集めているのが、日本銀行の次回利上げ時期だ。オーバーナイト・インデックス・スワップ（OIS）市場は、**9月18日の金融政策決定会合での利上げ確率を約82%**まで織り込んでいる（",[22,8676,8679],{"href":8677,"rel":8678},"https:\u002F\u002Fjp.bloomingbit.io\u002Ffeed\u002Fnews\u002F118942",[26],"jp.bloomingbit.io","）。7月会合直前には約23%だったことを考えると、わずか1ヵ月で3倍以上に急上昇したことになる。",[11,8682,8683,8684,8687,8688,8691,8692,8695,8696,42],{},"野村証券も次回利上げのメインシナリオを従来の10月から",[33,8685,8686],{},"9月に前倒し","し、さらに年内2回の追加利上げを見込むシナリオも検討している（",[22,8689,6160],{"href":5808,"rel":8690},[26],"）。なお、日銀はすでに6月の会合で政策金利を",[33,8693,8694],{},"1.0%","（1995年以来の高水準）に引き上げており、今回が実現すれば次の段階へ踏み込む形となる（",[22,8697,8700],{"href":8698,"rel":8699},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F06\u002F16\u002Fboj-rate-hike-historic-inflation.html",[26],"CNBC",[8668,8702,8703],{"id":8703},"利上げ近づくのに円安が続くのはなぜか",[11,8705,8706,8707,6545],{},"本来なら金利上昇は円高要因のはずだが、ドル円はなかなか円高に転じない。外為どっとコムの分析によれば、背景には2つの構造的な要因がある（",[22,8708,849],{"href":1866,"rel":8709},[26],[443,8711,8712,8718],{},[446,8713,8714,8717],{},[33,8715,8716],{},"対外直接投資の拡大","：日本企業が海外で得た利益を国内に還流せず、そのまま海外へ再投資する動きが定着している",[446,8719,8720,8723],{},[33,8721,8722],{},"デジタル赤字","：海外クラウドサービスや動画配信などの利用拡大に伴う慢性的な円売り圧力",[11,8725,8726],{},"こうした構造的な円売りが続く限り、「日銀が利上げしても中期的な円高トレンドへの転換は考えにくい」という見方が市場に広がっている。",[15,8728,45],{"id":45},[11,8730,8731],{},"円安が構造的に続くなら、輸入品の値上がり→食料・エネルギー代の高止まりという家計への圧力は当面続く可能性がある。一方、利上げが現実に進めば変動金利型の住宅ローン返済額が増える。「物価高」と「金利上昇」のどちらに転んでも家計の負担が増す局面で、9月18日の政策決定会合の行方は引き続き要注目だ。",[15,8733,51],{"id":51},[11,8735,8736],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。特定の銘柄・通貨・商品の売買を推奨するものではなく、将来の相場や金利を予測・保証するものでもありません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8738},[8739,8744,8745],{"id":17,"depth":57,"text":17,"children":8740},[8741,8743],{"id":8670,"depth":8742,"text":8671},3,{"id":8703,"depth":8742,"text":8703},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-29","日経平均は66,405円で反発終値。日銀の9月利上げ観測が82%まで高まるも、ドル円は159円台と円安が続く。構造的要因と家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-29-boj-september-rate-hike-expectations","2026-08-29T20:00:00+09:00",{"title":8645,"description":8747},"reading\u002Farticles\u002F2026-08-29-boj-september-rate-hike-expectations",[236,73],"pUyr0dAid6zKvlDco_66oNXh4uIt8N0QLbUoIOkVV1s",{"id":8756,"title":8757,"author":6,"body":8758,"category":62,"dataDate":6,"date":8746,"description":8819,"extension":65,"image":6,"meta":8820,"navigation":67,"path":8821,"publishedAt":8822,"seo":8823,"stem":8824,"tags":8825,"type":6,"updated":6,"__hash__":8826},"articles\u002Freading\u002Farticles\u002F2026-08-29-tokyo-cpi-boj-rate-hike.md","東京8月CPI1.9%、9月日銀利上げ観測が高まる",{"type":8,"value":8759,"toc":8814},[8760,8769,8771,8779,8786,8804,8806,8809,8811],[11,8761,8762,8763,8765,8766,8768],{},"8月28日（金）に発表された東京都区部の8月消費者物価指数（CPI）は、総合で前年比",[33,8764,5713],{},"、生鮮食品を除くコアCPIが同",[33,8767,8185],{},"となった。日銀が掲げる物価安定目標（2%）にじわりと近づく数字が示される中、9月の金融政策決定会合での追加利上げを市場が意識し始めている。",[15,8770,17],{"id":17},[11,8772,8773,8774,42],{},"東京CPIは全国統計（翌月発表）の先行指標として注目度が高い統計だ。8月の結果は、コアコアCPI（生鮮食品・エネルギー除く）が前年比1.9%と7月の2.0%から小幅に鈍化した一方、ヘッドラインは前月（1.8%）から0.1ポイント加速した（",[22,8775,8778],{"href":8776,"rel":8777},"https:\u002F\u002Fwww.investing.com\u002Fnews\u002Feconomic-indicators\u002Ftokyo-cpi-cools-slightly-in-august-core-inflation-remains-close-to-boj-target-4880360",[26],"Investing.com 2026-08-28",[11,8780,8781,8782,8785],{},"7月の全国CPIを見ると、食料品が前年比3.5%、日用品・家庭用品は同3.7%上昇し、電気代の押し下げ効果が薄れたことで全体指数は1.9%（6月：1.6%）まで伸びた（",[22,8783,41],{"href":1945,"rel":8784},[26],"）。政府のエネルギー補助金縮小が電気・ガス代の下落ペースを鈍らせており、サービス価格（前年比1.2%）は相対的に落ち着いている。",[11,8787,8788,8789,8792,8793,8798,8799,8803],{},"日銀は6月の会合で政策金利を0.75%から",[33,8790,8791],{},"1.0%へ引き上げ","（1995年9月以来の水準）、7月は1.0%に据え置いた。日銀の7月展望レポートは「2026年度後半（9月以降）にコアインフレが2%を明確に上回る」と見込んでいる（",[22,8794,8797],{"href":8795,"rel":8796},"https:\u002F\u002Fwww.boj.or.jp\u002Fen\u002Fmopo\u002Foutlook\u002Fgor2607a.pdf",[26],"日銀・英文展望レポート 2026-07-31","）。住宅ローン変動金利の動向については",[22,8800,8802],{"href":438,"rel":8801},[26],"モゲチェック（2026年8月更新）","に詳しい。",[15,8805,45],{"id":45},[11,8807,8808],{},"8月の東京CPIは「2%到達の手前で横ばい」に近い結果だが、エネルギー補助金のさらなる縮小や食料品コストの高止まりが続けば秋以降に再加速しやすい局面だ。日銀が9月に追加利上げに踏み切った場合、変動型住宅ローンの適用金利が再び上がる可能性があり、毎月の返済額に直結する家計は政策変更のタイミングを確認しておきたい。",[15,8810,51],{"id":51},[11,8812,8813],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金融商品の売買を推奨するものではなく、将来の物価・金利・政策動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8815},[8816,8817,8818],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"東京都区部の8月消費者物価指数（前年比1.9%）が公表され、日銀による9月の追加利上げ観測が市場で強まっている。食料・日用品の値上がりが続く中、家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-29-tokyo-cpi-boj-rate-hike","2026-08-29T13:00:00+09:00",{"title":8757,"description":8819},"reading\u002Farticles\u002F2026-08-29-tokyo-cpi-boj-rate-hike",[236,73],"reEwu5oZkBTnSGBsW5IAsduZhEufUOaQHhzQo-dia6I",{"id":8828,"title":8829,"author":6,"body":8830,"category":62,"dataDate":6,"date":8746,"description":8892,"extension":65,"image":6,"meta":8893,"navigation":67,"path":8894,"publishedAt":8895,"seo":8896,"stem":8897,"tags":8898,"type":6,"updated":6,"__hash__":8899},"articles\u002Freading\u002Farticles\u002F2026-08-29-nvidia-earnings-ai-stocks.md","エヌビディア好決算でNASDAQ最高値更新——AI半導体株の上昇が日本市場へ波及するか",{"type":8,"value":8831,"toc":8887},[8832,8835,8837,8857,8865,8877,8879,8882,8884],[11,8833,8834],{},"エヌビディア（NVDA）が8月26日（米国現地時間）の引け後に発表した2026年5〜7月期（FY27 Q2）決算が市場予想を大幅に上回り、NASDAQは8営業日連続で史上最高値を更新しました。前夜の米国市場の熱気が、今日の東京市場にどう波及するかが注目点です。",[15,8836,17],{"id":17},[11,8838,8839,8840,8843,8844,8847,8848,8851,8852,42],{},"野村証券のレポートによると、エヌビディアの2026年5〜7月期の売上高は ",[33,8841,8842],{},"962億ドル","（市場予想：922億ドル）で、予想を約4.3%上回りました。調整後EPSも ",[33,8845,8846],{},"2.22ドル","（市場予想：2.09ドル）と上振れし、次期（8〜10月期）の売上見通しは ",[33,8849,8850],{},"1,080億ドル±2%"," と強気の水準を示しています（",[22,8853,8856],{"href":8854,"rel":8855},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0853\u002F",[26],"野村証券・村山誠レポート",[11,8858,8859,8860,42],{},"この決算結果を受けて米国株式市場では買いが続き、NASDAQは8営業日連続で史上最高値を更新しています（",[22,8861,8864],{"href":8862,"rel":8863},"https:\u002F\u002Fonline.nikkei-cnbc.co.jp\u002Fvod\u002F65816",[26],"日経CNBC",[11,8866,8867,8868,8871,8872,42],{},"為替面では、8月29日早朝7時時点でドル円は ",[33,8869,8870],{},"1ドル＝160円07〜08銭"," と、引き続き160円台での高止まりが続いています（",[22,8873,8876],{"href":8874,"rel":8875},"https:\u002F\u002Fwebun.jp\u002Farticles\u002F-\u002F1083204",[26],"北日本新聞",[15,8878,45],{"id":45},[11,8880,8881],{},"エヌビディアの好決算はAI向け半導体需要の継続を裏付ける材料として捉えられており、東京エレクトロン・アドバンテストといった日本の半導体製造装置・検査装置メーカーの株価が連れ高しやすい局面といえます。一方、ドル円が160円台で高止まりしていることは、輸出企業の収益を円換算で押し上げる半面、エネルギーや食料など輸入品の値上がりを通じて家計コストを引き続き圧迫する構図も変わっていません。",[15,8883,51],{"id":51},[11,8885,8886],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替を保証するものでもありません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":8888},[8889,8890,8891],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"エヌビディアが市場予想を大幅に上回る2026年5〜7月期決算を発表。NASDAQが8営業日連続で最高値を更新するなか、東京エレクトロンなど日本のAI関連株や、160円台のドル円相場にも注目が集まる。",{},"\u002Freading\u002Farticles\u002F2026-08-29-nvidia-earnings-ai-stocks","2026-08-29T09:00:00+09:00",{"title":8829,"description":8892},"reading\u002Farticles\u002F2026-08-29-nvidia-earnings-ai-stocks",[164,73],"hT6AVJ0C9iXB8JQIs84RPdc8U5oJlmt1HDeKZmbbTgM",{"id":8901,"title":8902,"author":6,"body":8903,"category":62,"dataDate":6,"date":9013,"description":9014,"extension":65,"image":6,"meta":9015,"navigation":67,"path":9016,"publishedAt":9017,"seo":9018,"stem":9019,"tags":9020,"type":6,"updated":6,"__hash__":9021},"articles\u002Freading\u002Farticles\u002F2026-08-28-tokyo-cpi-jackson-hole.md","東京CPI＋ジャクソンホール——インフレと円相場、今日の整理",{"type":8,"value":8904,"toc":9004},[8905,8908,8910,8914,8921,8924,8960,8969,8973,8982,8986,8994,8996,8999,9001],[11,8906,8907],{},"今日（8月28日）は、国内の物価指標と海外の金融政策イベントが重なった一日だった。総務省が発表した東京都区部8月の消費者物価指数（速報）と、ジャクソンホール会議でのウォーシュFRB議長による初の基調講演——この2つのニュースが、家計と個人投資家に異なるシグナルを送っている。",[15,8909,17],{"id":17},[8668,8911,8913],{"id":8912},"東京cpi187カ月連続で2を下回る","東京CPI：＋1.8%、7カ月連続で2%を下回る",[11,8915,8916,8920],{},[22,8917,8919],{"href":8194,"rel":8918},[26],"総務省が28日に公表した8月の東京都区部CPI（中旬速報）","によると、生鮮食品を除く総合の前年比は**＋1.8%**（指数102.3）。日銀が物価安定の目標とする2%をわずかに下回る水準が7カ月続いている。",[11,8922,8923],{},"主な内訳（いずれも前年同月比）：",[443,8925,8926,8932,8938,8944,8950],{},[446,8927,8928,8931],{},[33,8929,8930],{},"食料（生鮮除く）+3.6%","：7月（+3.8%）からわずかに低下したが、食卓への影響は続く",[446,8933,8934,8937],{},[33,8935,8936],{},"コメ −14.2%","：政府の備蓄米放出・補助金効果で下落",[446,8939,8940,8943],{},[33,8941,8942],{},"エネルギー −2.0%","：補助金・制度変更の効果",[446,8945,8946,8949],{},[33,8947,8948],{},"生鮮食品・エネルギー除くコアコア +2.0%","：日銀が注目する基調インフレ指標はちょうど2%に到達",[446,8951,8952,5389,8955,8959],{},[33,8953,8954],{},"JR運賃 +9.1%",[22,8956,8958],{"href":8200,"rel":8957},[26],"1987年の分割民営化以来初の運賃引き上げ","が数字に表れた",[11,8961,8962,8963,8968],{},"コアコアが2.0%を付けたことは、日銀が9月の追加利上げを判断する根拠の一つになりうる。スワップ市場は9月利上げを約80%の確率で織り込んでいる（",[22,8964,8967],{"href":8965,"rel":8966},"https:\u002F\u002Fwww.reuters.com\u002F",[26],"Reuters","などの報道）。",[8668,8970,8972],{"id":8971},"ジャクソンホールウォーシュfrb議長が初演説方向感は不透明","ジャクソンホール：ウォーシュFRB議長が初演説、方向感は不透明",[11,8974,8975,8976,8981],{},"ジャクソンホール経済政策シンポジウム（8月27〜29日）では、5月に就任したケビン・ウォーシュFRB議長が初の基調講演を行った。市場では9月の米利上げをまだ40%弱しか織り込んでおらず、方向感が定まっていない状況だ（",[22,8977,8980],{"href":8978,"rel":8979},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F28\u002F081901",[26],"外為どっとコム 8月28日号","）。米30年国債利回りは約5.2%まで上昇しており、インフレが長引く米国で「利下げより利上げ観測」が意識される異例の局面となっている。",[8668,8983,8985],{"id":8984},"日経平均273円で反発","日経平均：＋273円で反発",[11,8987,8988,8993],{},[22,8989,8992],{"href":8990,"rel":8991},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL280H00Y6A820C2000000\u002F",[26],"日経平均株価は前日比273.58円高の66,405.56円","で大引け。前日の米株高（AI・半導体関連）を受けた流れで、薄商いのなかで出遅れ銘柄が物色された。",[15,8995,45],{"id":45},[11,8997,8998],{},"日銀の9月利上げ観測が高まる一方、FRBの政策方針が不透明なままであることが、ドル円の当面の不安定要因になりそうだ。円高に振れれば輸入物価の上昇ペースが鈍化する可能性があり、エネルギーや食料品が割安になる恩恵が家計に届く面もある。ただし、JR運賃のように「国内コスト要因」の値上がりは円相場に関係なく継続しており、生活コスト全体への圧力は簡単には和らがない見通しだ。",[15,9000,51],{"id":51},[11,9002,9003],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の相場動向を保証するものでもありません。最終的な判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":9005},[9006,9011,9012],{"id":17,"depth":57,"text":17,"children":9007},[9008,9009,9010],{"id":8912,"depth":8742,"text":8913},{"id":8971,"depth":8742,"text":8972},{"id":8984,"depth":8742,"text":8985},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-28","8月の東京消費者物価は前年比＋1.8%と7カ月連続で日銀目標を下回る一方、ウォーシュFRB議長の初演説が円相場の方向感を揺らした。夜の時点で押さえておきたいポイントをまとめる。",{},"\u002Freading\u002Farticles\u002F2026-08-28-tokyo-cpi-jackson-hole","2026-08-28T20:00:00+09:00",{"title":8902,"description":9014},"reading\u002Farticles\u002F2026-08-28-tokyo-cpi-jackson-hole",[236,73],"eLq5wWVft4vZxZ0C4dto7v9SwXD3NRojZ8_IWCQ26A8",{"id":9023,"title":9024,"author":6,"body":9025,"category":62,"dataDate":6,"date":9013,"description":9138,"extension":65,"image":6,"meta":9139,"navigation":67,"path":9140,"publishedAt":9141,"seo":9142,"stem":9143,"tags":9144,"type":6,"updated":6,"__hash__":9145},"articles\u002Freading\u002Farticles\u002F2026-08-28-tokyo-cpi-august-boj.md","8月の東京CPI、コア1.8%上昇——日銀9月利上げ観測は高止まり",{"type":8,"value":9026,"toc":9133},[9027,9030,9032,9035,9086,9094,9101,9116,9123,9125,9128,9130],[11,9028,9029],{},"8月28日朝、総務省が発表した東京都区部消費者物価指数（8月・速報）で、生鮮食品を除くコアCPIが前年同月比＋1.8%となった。7カ月連続で日銀の物価目標（2%）を下回ったものの、市場では9月の追加利上げ観測が依然として強く、円相場・株式市場ともに注目が集まっている。",[15,9031,17],{"id":17},[11,9033,9034],{},"8月28日発表の東京都区部CPI（速報）の内訳は以下のとおり。",[2752,9036,9037,9049],{},[2755,9038,9039],{},[2758,9040,9041,9043,9046],{},[2761,9042,5603],{},[2761,9044,9045],{},"前年同月比",[2761,9047,9048],{},"前月（7月）",[2768,9050,9051,9064,9075],{},[2758,9052,9053,9056,9061],{},[2773,9054,9055],{},"総合",[2773,9057,9058],{},[33,9059,9060],{},"+1.9%",[2773,9062,9063],{},"+2.0%",[2758,9065,9066,9069,9073],{},[2773,9067,9068],{},"コア（生鮮食品除く）",[2773,9070,9071],{},[33,9072,1744],{},[2773,9074,9060],{},[2758,9076,9077,9080,9084],{},[2773,9078,9079],{},"コアコア（生鮮食品・エネルギー除く）",[2773,9081,9082],{},[33,9083,9063],{},[2773,9085,9063],{},[11,9087,9088,9089,42],{},"コアは市場予想（+1.7%）を上回ったが、総合は前月比では鈍化。エネルギーを除いた「コアコア」は2.0%で横ばいを維持した（",[22,9090,9093],{"href":9091,"rel":9092},"https:\u002F\u002Finvestinglive.com\u002Fnews\u002Fjapan-august-2026-tokyo-headline-cpi\u002F",[26],"Investing Live",[11,9095,9096,9097,9100],{},"東京都区部CPIは全国CPIに約1カ月先行する先行指標として市場で注目されており、",[22,9098,315],{"href":8200,"rel":9099},[26],"も「7カ月連続で2%割れ」と報じた。",[11,9102,9103,9104,9107,9108,9111,9112,42],{},"前場（午前11時33分時点）の株式市場では、日経平均株価が",[33,9105,9106],{},"前日比+550.90円の66,682.88円","と堅調に推移。ドル円は",[33,9109,9110],{},"159円42銭前後","と、円安水準が続いている（",[22,9113,1798],{"href":9114,"rel":9115},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F494701",[26],[11,9117,9118,9119,42],{},"市場参加者はジャクソンホール会議でのFRB議長発言と、9月の日銀政策決定会合を強く意識している。日銀の9月利上げ（現行1.00% → 1.25%）は、市場確率で約80%台と高止まりの状態だ（",[22,9120,9093],{"href":9121,"rel":9122},"https:\u002F\u002Finvestinglive.com\u002Fnews\u002Feconomic-and-event-calendar-in-asia-28-august-2026-japan-inflation-data-tokyo\u002F",[26],[15,9124,45],{"id":45},[11,9126,9127],{},"コアCPIが2%を下回る一方で「コアコア」が2%で踏みとどまっているのは、エネルギー価格の影響を取り除いても生活に密着した財・サービスの値上がりが続いていることを示している。円安水準（1ドル159円台）が輸入コストを押し上げ続けており、今後も食料や日用品の値上がりが家計を圧迫しやすい局面といえそうだ。9月に日銀が利上げに踏み切れば住宅ローン変動金利への影響も視野に入ってくる。",[15,9129,51],{"id":51},[11,9131,9132],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・金利・為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9134},[9135,9136,9137],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月28日朝発表の東京都区部CPI（コア、生鮮食品除く）は前年比+1.8%と7カ月連続で日銀目標の2%を下回った。一方、市場の9月利上げ確率は約80%台に高止まりしており、円安とエネルギー高が家計を引き続き圧迫している。",{},"\u002Freading\u002Farticles\u002F2026-08-28-tokyo-cpi-august-boj","2026-08-28T13:00:00+09:00",{"title":9024,"description":9138},"reading\u002Farticles\u002F2026-08-28-tokyo-cpi-august-boj",[236,73],"3oUM37GsWpAVuCh75Du-9MtpgWdxQQFhJ0xJeHxAxrA",{"id":9147,"title":9148,"author":6,"body":9149,"category":62,"dataDate":6,"date":9013,"description":9217,"extension":65,"image":6,"meta":9218,"navigation":67,"path":9219,"publishedAt":9220,"seo":9221,"stem":9222,"tags":9223,"type":6,"updated":6,"__hash__":9224},"articles\u002Freading\u002Farticles\u002F2026-08-28-jackson-hole-warsh-ny-rally.md","NYナスダック+1.5%反発、きょう深夜ウォーシュFRB議長がジャクソンホール初講演——ドル円159円台で膠着",{"type":8,"value":9150,"toc":9212},[9151,9154,9156,9202,9204,9207,9209],[11,9152,9153],{},"27日（現地時間）のニューヨーク株式市場は、前日引け後に発表されたエヌビディアの好決算を受けて大幅に反発した。半導体・テック関連株への買いが広がり、ナスダック総合が+1.5%、S&P500が+0.7%、ダウ平均が+0.2%で取引を終了。しかし市場の目線はすでに本日深夜（日本時間23時頃）に予定されているウォーシュFRB議長のジャクソンホール講演へと移っている。",[15,9155,17],{"id":17},[443,9157,9158,9169,9181,9191],{},[446,9159,9160,9163,9164,1714],{},[33,9161,9162],{},"エヌビディア（NVDA）が+6%急騰","：26日引け後に発表した5〜7月期（第2四半期）決算で売上高962億ドル（前年比+106%）と市場予想を大幅に上回り、次の四半期（8〜10月）の売上見通しも1,080億ドルと予想を超えた。前日の時間外では売られたものの、27日の通常取引ではAI需要の継続を確認する形で買いが集まり、同社株は約6%上昇した。（",[22,9165,9168],{"href":9166,"rel":9167},"https:\u002F\u002Fwww.fool.com\u002Fcoverage\u002Fstock-market-today\u002F2026\u002F08\u002F27\u002Fstock-market-today-aug-27-nvidia-surges-on-blowout-results-and-surprising-guidance\u002F",[26],"Motley Fool, 8月27日",[446,9170,9171,9174,9175,9180],{},[33,9172,9173],{},"ドル円は159円台前半で方向感乏しく","：27日のNY市場午前時点でドル円は1ドル＝159円37〜47銭台。",[22,9176,9179],{"href":9177,"rel":9178},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F377373",[26],"みんかぶFX（8月28日配信）","は「ジャクソンホール会議待ちで方向感が出にくい展開」と報じており、大きな値動きは講演後まで持ち越しとなっている。",[446,9182,9183,9186,9187,1714],{},[33,9184,9185],{},"ウォーシュFRB議長、就任後初の基調講演が本日23時頃","：ケビン・ウォーシュ米連邦準備制度理事会（FRB）議長は日本時間8月28日午後11時頃（米東部時間10時）、ジャクソンホール経済シンポジウムの基調講演に登壇する。就任以来「先行きを語らない」姿勢で知られており、初めてこの舞台で自身の政策フレームワークを示すとあって、市場の注目度は高い。（",[22,9188,688],{"href":9189,"rel":9190},"https:\u002F\u002Ffinance.yahoo.com\u002Feconomy\u002Fpolicy\u002Farticles\u002Fwarsh-first-jackson-hole-speech-200000444.html",[26],[446,9192,9193,9196,9197,1714],{},[33,9194,9195],{},"9月利上げ確率は約3割、インフレは依然3.4%","：米国の消費者物価上昇率は3.4%とFRBの目標（2%）を上回り続けており、米10年債利回りは4.7%付近で高止まりしている。市場は9月16日のFOMCでの利上げ確率を約3割と試算しており、ウォーシュ議長の発言がその確率を大きく左右する見通し。（",[22,9198,9201],{"href":9199,"rel":9200},"https:\u002F\u002Fintellectia.ai\u002Fblog\u002Fjackson-hole-2026-fed-warsh-speech",[26],"intellectia.ai",[15,9203,45],{"id":45},[11,9205,9206],{},"ウォーシュ議長がタカ派（利上げに積極的）な姿勢を示せばドル高・円安が進みやすく、輸入コスト上昇を通じて食品や光熱費の値上がり圧力がさらに続く可能性がある。逆に慎重姿勢を示せば円に反発余地が生まれる。いずれにせよ講演後（日本時間の深夜以降）にNY市場が動くため、その余波は29日（金曜）の東京市場に出やすい。今朝の日本株は様子見ムードで始まりそうだ。",[15,9208,51],{"id":51},[11,9210,9211],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場・金利動向を保証しません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9213},[9214,9215,9216],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"27日のNY株式市場はエヌビディア（+6%）を牽引役にナスダック+1.5%、S&P500+0.7%と反発。本日23時頃（日本時間）に就任後初のジャクソンホール講演を控えるウォーシュFRB議長の発言次第で、ドル円と輸入物価に波及する可能性があります。",{},"\u002Freading\u002Farticles\u002F2026-08-28-jackson-hole-warsh-ny-rally","2026-08-28T09:00:00+09:00",{"title":9148,"description":9217},"reading\u002Farticles\u002F2026-08-28-jackson-hole-warsh-ny-rally",[164,73],"ZMQO5itBwzqnOOmAj1863RYsLlpMgi43PxpoQc6ZYdM",{"id":9226,"title":9227,"author":6,"body":9228,"category":62,"dataDate":6,"date":9288,"description":9289,"extension":65,"image":6,"meta":9290,"navigation":67,"path":9291,"publishedAt":9292,"seo":9293,"stem":9294,"tags":9295,"type":6,"updated":6,"__hash__":9296},"articles\u002Freading\u002Farticles\u002F2026-08-27-nvidia-earnings-japan-stocks.md","エヌビディア好決算でも日経平均は反落——「AI祭り不発」の背景",{"type":8,"value":9229,"toc":9283},[9230,9237,9239,9247,9264,9273,9275,9278,9280],[11,9231,9232,9233,9236],{},"8月27日の東京株式市場は、前夜に発表された米エヌビディアの好決算を受けてAI・半導体関連株が朝方に買われたものの、その後失速。日経平均株価は前日比",[33,9234,9235],{},"130.18円安の66,131.98円","で取引を終えた。",[15,9238,17],{"id":17},[11,9240,9241,9242,42],{},"米エヌビディア（NVDA）は現地時間8月26日引け後、2027年1月期第2四半期（Q2 FY2027）の決算を発表した。売上高・調整後EPSはいずれも市場予想を上回り、次四半期（Q3）のガイダンスも事前コンセンサス（約103.8Bドル）を超える内容だったと伝えられている（",[22,9243,9246],{"href":9244,"rel":9245},"https:\u002F\u002Fkabucho.com\u002Freports\u002Fnvda-q2-fy2027-2026-08-26-earnings-preview",[26],"株帳による決算プレビュー",[11,9248,9249,9250,9254,9255,9258,9259,42],{},"ところが東京市場では「AI祭り」は不発に終わった。日経平均は午前に97円安となり、大引けにかけてさらに下押しが続いた（",[22,9251,315],{"href":9252,"rel":9253},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL271AFTX20C26A8000000\u002F",[26],"）。背景には、決算会見でエヌビディア経営陣が言及した",[33,9256,9257],{},"メモリー価格の高騰","がある。HBM（高帯域幅メモリー）調達コストの上昇が企業のAI投資ペースを鈍らせかねないとの懸念が広がり、半導体関連株への買い意欲を削いだ（",[22,9260,9263],{"href":9261,"rel":9262},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN24ABN0U6A820C2000000\u002F",[26],"日本経済新聞・NVIDIA決算解説",[11,9265,9266,9267,9272],{},"夜間先物は一時290円安まで下落しており（",[22,9268,9271],{"href":9269,"rel":9270},"https:\u002F\u002Ftbladvisory.com\u002F20260827nkam\u002F",[26],"tbladvisory.com","）、翌日の市場も慎重な出発が想定される。",[15,9274,45],{"id":45},[11,9276,9277],{},"エヌビディアの売上自体は好調でも、「コスト増 → AI投資の鈍化懸念」という連鎖は、AI・半導体テーマのファンドやグローバル株式インデックスを保有するNISA投資家にとっても短期の揺さぶりになりやすい。足元の日経平均が66,000円台を維持しているかどうかが、次の短期的な注目ポイントになりそうだ。",[15,9279,51],{"id":51},[11,9281,9282],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・業績を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9284},[9285,9286,9287],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-27","米エヌビディアが市場予想を上回る好決算を発表したにもかかわらず、8月27日の日経平均は前日比130円安で終了。メモリー価格高騰への懸念がAI投資の先行きに影を落とした。",{},"\u002Freading\u002Farticles\u002F2026-08-27-nvidia-earnings-japan-stocks","2026-08-27T20:00:00+09:00",{"title":9227,"description":9289},"reading\u002Farticles\u002F2026-08-27-nvidia-earnings-japan-stocks",[164,73],"X22F3GlVeNqc3p3gi-x53Jl_s5bfi8qKqdr2vxuijS0",{"id":9298,"title":9299,"author":6,"body":9300,"category":62,"dataDate":6,"date":9288,"description":9372,"extension":65,"image":6,"meta":9373,"navigation":67,"path":9374,"publishedAt":9375,"seo":9376,"stem":9377,"tags":9378,"type":6,"updated":6,"__hash__":9379},"articles\u002Freading\u002Farticles\u002F2026-08-27-boj-himino-september-rate-hike.md","日銀・氷見野副総裁が本日講演、9月利上げを市場が約8割織り込み――ドル円159円台で推移",{"type":8,"value":9301,"toc":9367},[9302,9305,9307,9310,9328,9346,9358,9360,9363,9365],[11,9303,9304],{},"日本銀行の氷見野良三副総裁が本日（8月27日）、埼玉県内で開かれた金融経済懇談会で講演する。9月17〜18日の金融政策決定会合まで、正副総裁が公の場で発言できる機会はこれが最後とみられており、為替・債券市場では発言の一言一言が注目されている。",[15,9306,17],{"id":17},[11,9308,9309],{},"前場の国内市場では、日銀の金融政策に対する思惑が投資家心理を左右している。",[11,9311,9312,9315,9316,9321,9322,9327],{},[33,9313,9314],{},"9月利上げ観測が高まる","　",[22,9317,9320],{"href":9318,"rel":9319},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-23\u002FTK03WRT96OSG00",[26],"ブルームバーグの報道（8月23日）","によれば、市場は9月の政策金利引き上げ（現行1.00%→1.25%）を約8割方織り込んでいる。今回の氷見野副総裁講演は、その観測をさらに確かなものにするか、あるいは軌道修正するかを占う場として位置づけられている。",[22,9323,9326],{"href":9324,"rel":9325},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2600E0W6A820C2000000\u002F",[26],"日本経済新聞（8月26日）","も「地ならし講演」の可能性を指摘している。",[11,9329,9330,9333,9334,9339,9340,9345],{},[33,9331,9332],{},"ドル円は159円台、160円が心理的節目","　為替市場では",[22,9335,9338],{"href":9336,"rel":9337},"https:\u002F\u002Ftopics.smt.docomo.ne.jp\u002Famp\u002Farticle\u002Fkyodo_nor\u002Fbusiness\u002Fkyodo_nor-2026082601000116",[26],"共同通信（8月26日）の報道","のとおり、ドル円はNY市場で159円台前半で推移。",[22,9341,9344],{"href":9342,"rel":9343},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB1352K0T10C26A8000000\u002F",[26],"日本経済新聞のマーケット欄","は「160円が心理的節目」と報じており、節目を突破するかが焦点になっている。",[11,9347,9348,9351,9352,9357],{},[33,9349,9350],{},"米PCEが下支え","　追い風となっているのが米国側のデータだ。",[22,9353,9356],{"href":9354,"rel":9355},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-26\u002FTKDMUTT9NJLS00",[26],"ブルームバーグ（8月26日）","によれば、7月の米PCEコア価格指数（FRBが重視するインフレ指標）が発表され、インフレの根強さを示す内容だったことでドル買いが強まり、ドル円を押し上げる形になっている。",[15,9359,45],{"id":45},[11,9361,9362],{},"氷見野副総裁の発言がタカ派（利上げ積極）色を帯びれば、円高方向に振れる可能性がある。逆に慎重姿勢を示せばドル円は160円方向への圧力が再びかかりやすい。日銀が9月に利上げを実施した場合、変動型住宅ローン金利にじわりと影響が及ぶため、ローン返済中の家庭にとっても無関係ではない話題だ。",[15,9364,51],{"id":51},[11,9366,9211],{},{"title":56,"searchDepth":57,"depth":57,"links":9368},[9369,9370,9371],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀の氷見野副総裁が本日、埼玉の懇談会で講演。9月政策会合前最後の幹部発言として注目が集まり、ドル円は159円台と160円の心理的節目を意識した展開。昨夜の米PCE指数も下支え要因に。",{},"\u002Freading\u002Farticles\u002F2026-08-27-boj-himino-september-rate-hike","2026-08-27T13:00:00+09:00",{"title":9299,"description":9372},"reading\u002Farticles\u002F2026-08-27-boj-himino-september-rate-hike",[73,236],"5sUw4xhONFvrflMRT2U3Ah5LvpBvAeNnzemYxKDM76A",{"id":9381,"title":9382,"author":6,"body":9383,"category":62,"dataDate":6,"date":9288,"description":9462,"extension":65,"image":6,"meta":9463,"navigation":67,"path":9464,"publishedAt":9465,"seo":9466,"stem":9467,"tags":9468,"type":6,"updated":6,"__hash__":9469},"articles\u002Freading\u002Farticles\u002F2026-08-27-nvidia-q2-beat-afterhours-drop.md","エヌビディアが超好決算でも時間外下落——AI半導体株の「出尽くし」が今朝の日本市場に響く",{"type":8,"value":9384,"toc":9457},[9385,9388,9390,9448,9450,9453,9455],[11,9386,9387],{},"2026年8月26日（米国時間）の引け後、エヌビディア（NVDA）が2026年5〜7月期（第2四半期）の決算を発表しました。売上高は962億ドルで前年同期比106%増と市場予想（922億ドル）を大幅に上回り、次の四半期（8〜10月）の売上高見通しも1,080億ドルと市場予想（1,039億ドル）を超えました。しかし同社株は決算後の時間外取引で下落し、「好決算でも売られる」展開となっています。",[15,9389,17],{"id":17},[443,9391,9392,9408,9418,9429,9439],{},[446,9393,9394,9397,9398,9403,9404,1714],{},[33,9395,9396],{},"エヌビディアの第2四半期決算","（米時間8月26日発表）：売上高962億ドル（前年比+106%）、データセンター部門は890億ドル（予想855億ドルを超過）、1株利益2.22ドル（前年比+111%）。次四半期ガイダンスは1,080億ドル。CEO ジェンスン・ファン氏は「AIは変曲点を超えた。AIのトークンは生産的で収益を生んでいる。そして需要は加速している」と述べた。（",[22,9399,9402],{"href":9400,"rel":9401},"https:\u002F\u002Fwww.coindesk.com\u002Fmarkets\u002F2026\u002F08\u002F26\u002Fnvidia-tops-earnings-estimates-guides-to-usd108-billion-in-revenue-next-quarter",[26],"CoinDesk"," \u002F ",[22,9405,8700],{"href":9406,"rel":9407},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F26\u002Fnvidia-nvda-earnings-report-q2-2027-live-updates.html",[26],[446,9409,9410,9413,9414,1714],{},[33,9411,9412],{},"時間外での株価下落","：好決算・高ガイダンスにもかかわらず、エヌビディア株は時間外で下落しました。（",[22,9415,5971],{"href":9416,"rel":9417},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0733\u002F",[26],[446,9419,9420,9423,9424,1714],{},[33,9421,9422],{},"8月26日の米国株式市場","（決算発表前）：市場は「様子見」で小幅まちまちの動き。ダウ平均 −0.21%（53,463ドル）、S&P500 −0.02%（7,675ポイント）、ナスダック −0.08%（26,130ポイント）。（",[22,9425,9428],{"href":9426,"rel":9427},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-aug-26-2026",[26],"TheStreet",[446,9430,9431,9434,9435,1714],{},[33,9432,9433],{},"米インフレ指標（PCE）","：FRBが重視するコアPCEデフレーター（7月分）は前月比+0.2%・前年比+3.3%と市場予想と一致。大きな驚きはなく、金利・為替への即時影響は限定的でした。（",[22,9436,688],{"href":9437,"rel":9438},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-wednesday-august-26-dow-sp-500-nasdaq-081834782.html",[26],[446,9440,9441,9443,9444,1714],{},[33,9442,1707],{},"：1ドル＝159円前後で推移。米10年債利回りは4.61%台。（",[22,9445,849],{"href":9446,"rel":9447},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F26\u002F074306",[26],[15,9449,45],{"id":45},[11,9451,9452],{},"エヌビディアの時間外安は「材料出尽くし」と呼ばれる典型的な動きです。決算前に株価が期待を織り込んで上昇していた場合、発表内容が予想を上回っても利益確定売りが出やすくなります。今朝の東京市場では、指数寄与度の高いアドバンテスト（6857）・東京エレクトロン（8035）・キオクシアHD（285A）がその影響を受ける可能性があり、日経平均が開幕から数百円規模で動くシナリオも考えられます。一方、ドル円が159円台で推移していることは輸出関連には追い風で、エヌビディア関連株の下押しを緩和する要因にもなりえます。",[15,9454,51],{"id":51},[11,9456,54],{},{"title":56,"searchDepth":57,"depth":57,"links":9458},[9459,9460,9461],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米引け後にエヌビディアが売上高962億ドル（前年比106%増）と市場予想を大きく上回る決算を発表したにもかかわらず、時間外で株価が下落。アドバンテストや東京エレクトロンなど国内半導体株への波及を整理します。",{},"\u002Freading\u002Farticles\u002F2026-08-27-nvidia-q2-beat-afterhours-drop","2026-08-27T09:00:00+09:00",{"title":9382,"description":9462},"reading\u002Farticles\u002F2026-08-27-nvidia-q2-beat-afterhours-drop",[164,73],"8Yeeg06yWMErC5GzuMVUFqHvPbhAyHBag9t3zxhLl20",{"id":9471,"title":9472,"author":6,"body":9473,"category":62,"dataDate":6,"date":9539,"description":9540,"extension":65,"image":6,"meta":9541,"navigation":67,"path":9542,"publishedAt":9543,"seo":9544,"stem":9545,"tags":9546,"type":6,"updated":6,"__hash__":9547},"articles\u002Freading\u002Farticles\u002F2026-08-26-nikkei-rebound-pce-jackson-hole.md","日経平均が405円高で反発、今夜の米PCEとジャクソンホールを前に様子見ムード",{"type":8,"value":9474,"toc":9534},[9475,9478,9480,9485,9494,9499,9502,9507,9516,9521,9524,9526,9529,9531],[11,9476,9477],{},"26日の東京株式市場は、朝方こそ売りが先行したものの、売り一巡後に買い戻しが入り、日経平均株価は前日比405.73円高の66,262.16円で大引けとなった。今夜から週後半にかけて米国の重要イベントが集中するため、方向感を探りながらの1日となった。",[15,9479,17],{"id":17},[11,9481,9482],{},[33,9483,9484],{},"日経平均の動き（8月26日）",[11,9486,9487,9488,9493],{},"朝方は前日比251円安でのスタート。戻り待ちの売りが出たほか、前週1週間で約4%下落したことへの警戒感も続いていた。ただし売り一巡後は買い戻しが優勢となり、",[22,9489,9492],{"href":9490,"rel":9491},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260826\u002F867414.html",[26],"大引けは405.73円高の66,262.16円","で取引を終了した（財経新聞）。",[11,9495,9496],{},[33,9497,9498],{},"為替（ドル円）",[11,9500,9501],{},"朝8時時点で1ドル＝159円20銭前後と、前日夕方の159円44銭よりわずかに円高で推移。ただし160円が視野に入る水準は変わらず、輸入物価への圧力は続いている。",[11,9503,9504],{},[33,9505,9506],{},"今夜（日本時間21:30）の米PCEデフレーター発表",[11,9508,9509,9510,9515],{},"米商務省が7月分の個人消費支出（PCE）価格指数を発表する。FRBが物価判断に使う最重要指標で、市場予想はヘッドラインが前年比+3.6%（前月+3.7%）、コアが+3.3%（同+3.4%）。PCEが予想を上回れば9月FOMCでの利下げ観測がさらに後退する可能性があり、",[22,9511,9514],{"href":9512,"rel":9513},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260825\u002F867232.html",[26],"FRB議長のジャクソンホール講演（28日）を前にした最後の主要指標","として注目されている（財経新聞）。",[11,9517,9518],{},[33,9519,9520],{},"日銀の現状",[11,9522,9523],{},"7月の日銀会合では政策金利（無担保コール翌日物）を1.0%に据え置き。6月会合で0.25%引き上げた後、しばらく様子見の姿勢が続いている。",[15,9525,45],{"id":45},[11,9527,9528],{},"米PCEが予想を下回ればドル売り・円買いが進みやすく、輸入物価の落ち着きにつながりうる。一方、予想通りか上振れなら28日のジャクソンホール講演まで「米利下げ先送り」観測が続き、円安と輸入インフレの圧力が長引くシナリオが意識されやすい。日本株は米金利と円相場の両方を受けるため、今夜の数字と週後半の講演内容が来週の相場環境を大きく左右する可能性がある。",[15,9530,51],{"id":51},[11,9532,9533],{},"本記事は情報提供を目的としており、特定の金融商品への投資を勧めるものではありません。相場や経済指標は予告なく変動し、記事内の数値は執筆時点の情報に基づきます。投資の最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9535},[9536,9537,9538],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-26","26日の日経平均は前日比405円高の66,262円で終了。今夜の米PCEインフレ指標と28日のFRB議長演説が焦点で、為替・金利の方向感を左右しそうだ。",{},"\u002Freading\u002Farticles\u002F2026-08-26-nikkei-rebound-pce-jackson-hole","2026-08-26T20:00:00+09:00",{"title":9472,"description":9540},"reading\u002Farticles\u002F2026-08-26-nikkei-rebound-pce-jackson-hole",[236,73],"9aYEIfSjEHLBkL4lp14rUlhsXHKT-YKQDv6QWRuelcQ",{"id":9549,"title":9550,"author":6,"body":9551,"category":62,"dataDate":6,"date":9539,"description":9633,"extension":65,"image":6,"meta":9634,"navigation":67,"path":9635,"publishedAt":9636,"seo":9637,"stem":9638,"tags":9639,"type":6,"updated":6,"__hash__":9640},"articles\u002Freading\u002Farticles\u002F2026-08-26-nikkei-morning-session-rebound.md","反落スタートから切り返し、日経平均は371円高で前引け――中東懸念後退・米株高が支え",{"type":8,"value":9552,"toc":9628},[9553,9562,9564,9567,9614,9616,9624,9626],[11,9554,9555,9556,9561],{},"26日の東京株式市場は、寄り付きで一時400円超下落する不安定なスタートとなったが、午前の取引を通じて買いが優勢に転じ、",[22,9557,9560],{"href":9558,"rel":9559},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL260ME0W6A820C2000000\u002F",[26],"日経平均株価の前場終値は前日比371円12銭高の6万6227円55銭","と続伸で引けた。",[15,9563,17],{"id":17},[11,9565,9566],{},"前場の主な値動きと背景は以下のとおり。",[443,9568,9569,9575,9585,9591,9597,9603],{},[446,9570,9571,9574],{},[33,9572,9573],{},"前場終値",": 日経平均 +371.12円（+0.56%）→ 6万6,227円55銭。TOPIX +24.77pt（+0.61%）→ 4,118.44",[446,9576,9577,9580,9581,1714],{},[33,9578,9579],{},"前場取引代金",": 約3兆3,200億円。値上がり銘柄数1,087に対し値下がりは409（",[22,9582,9584],{"href":9558,"rel":9583},[26],"出典: 日本経済新聞",[446,9586,9587,9590],{},[33,9588,9589],{},"上昇の主因",": 米国務省が中東在外公館への外交官帰還方針を示し、中東情勢への過度な懸念が後退。25日の米国市場でNYダウが3日続伸、ナスダック・フィラデルフィア半導体指数（SOX）も上昇し、東京市場でも買い戻しが広がった",[446,9592,9593,9596],{},[33,9594,9595],{},"牽引役",": 三菱UFJフィナンシャル・グループ、三井住友フィナンシャルグループ、野村ホールディングスなど金融株",[446,9598,9599,9602],{},[33,9600,9601],{},"慎重ゾーン",": エヌビディアの決算発表（日本時間26日深夜予定）を前に、半導体関連には利益確定売り。AI関連への注目が集まる展開",[446,9604,9605,9608,9609,9613],{},[33,9606,9607],{},"為替",": ドル円は午前9時台に1ドル＝159円台前半で推移。",[22,9610,9612],{"href":8616,"rel":9611},[26],"日銀の9月追加利上げ観測が高まる","一方、日米金利差は依然大きく円安基調が続く",[15,9615,45],{"id":45},[11,9617,9618,9619,9623],{},"売り先行スタートからショートカバーを交えた切り返しは、相場の底堅さを示す一方、一方向に傾きにくい難しさでもある。金融株が主役となる場面は、市場が日銀利上げ観測（",[22,9620,9622],{"href":8616,"rel":9621},[26],"現在の政策金利は1.0%、9月以降0.25%追加を視野","）を織り込みつつある流れと読める。家計への影響という観点では、ドル円が159円台と円安が続く限り、輸入物価の高止まりを通じた食品・エネルギー価格への上昇圧力も残ることになる。",[15,9625,51],{"id":51},[11,9627,1011],{},{"title":56,"searchDepth":57,"depth":57,"links":9629},[9630,9631,9632],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"26日前場の日経平均は一時400円超の下落も、中東情勢の緊張緩和と米株高を受けて反転。金融株が牽引しつつ、半導体はエヌビディア決算前に慎重ムード。円安継続(159円台)でインフレ圧力は続く。",{},"\u002Freading\u002Farticles\u002F2026-08-26-nikkei-morning-session-rebound","2026-08-26T13:00:00+09:00",{"title":9550,"description":9633},"reading\u002Farticles\u002F2026-08-26-nikkei-morning-session-rebound",[73,236],"KglFr0rvimemrwwZn6vAZ6hDWpX8cab2KPc-gtSDXeU",{"id":9642,"title":9643,"author":6,"body":9644,"category":62,"dataDate":6,"date":9539,"description":9752,"extension":65,"image":6,"meta":9753,"navigation":67,"path":9754,"publishedAt":9755,"seo":9756,"stem":9757,"tags":9758,"type":6,"updated":6,"__hash__":9759},"articles\u002Freading\u002Farticles\u002F2026-08-26-nvidia-earnings-ai-chip-demand.md","エヌビディア決算（8\u002F26）と米PCE、今夜の2大イベントが明日の日本株を揺らす",{"type":8,"value":9645,"toc":9747},[9646,9649,9651,9656,9684,9693,9698,9712,9717,9732,9734,9742,9744],[11,9647,9648],{},"本日（日本時間8月27日早朝）、米国の半導体大手エヌビディア（NVDA）が2027会計年度第2四半期（5〜7月期）の決算を発表する。同じ8月26日には米国の個人消費支出（PCE）物価指数も公表予定で、2つの結果が重なって明日の日本市場を大きく動かす可能性がある。",[15,9650,17],{"id":17},[11,9652,9653],{},[33,9654,9655],{},"前夜の米国市場（8月25日終値）",[443,9657,9658,9663,9668,9673,9679],{},[446,9659,9660,9662],{},[33,9661,5616],{},": +160.24ドル（+0.3%）＝53,577.40ドル（3日続伸）",[446,9664,9665,9667],{},[33,9666,5627],{},": +0.32%＝7,677.28",[446,9669,9670,9672],{},[33,9671,5638],{},": +0.66%＝26,151.30（半導体株がけん引）",[446,9674,9675,9678],{},[33,9676,9677],{},"米10年債利回り",": 4.61%台へ低下（2日続落）",[446,9680,9681,9683],{},[33,9682,1707],{},": 159円前半の円安水準で推移",[11,9685,9686,9687,9692],{},"前夜のナスダック上昇は半導体株への期待が背景の一つとされている。ドル円は",[22,9688,9691],{"href":9689,"rel":9690},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_08_26_usdjpy\u002F",[26],"OANDA Japan（2026\u002F8\u002F26）","によれば159円台前半で推移し、ここ数週間の「下値を切り上げる」円安基調が続いている。",[11,9694,9695],{},[33,9696,9697],{},"エヌビディア決算の注目点",[11,9699,9700,9701,9706,9707,9711],{},"アナリスト予想は売上高920億ドル（前年同期比+97%）、1株利益2.09ドルと",[22,9702,9705],{"href":9703,"rel":9704},"https:\u002F\u002Fintellectia.ai\u002Fblog\u002Fnvidia-earnings-august-26-2026-preview",[26],"Intellectia（2026\u002F8\u002F26）","は報じている。AI向けGPU「Blackwellアーキテクチャ」の本格量産が進み、需要の強さを示せるかが焦点だ。一方、日経平均は決算前の観望姿勢から続落していた局面もあり（",[22,9708,315],{"href":9709,"rel":9710},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB240CSTU6A820C2000000\u002F",[26],"）、結果次第で国内株市場も反応する見込みだ。",[11,9713,9714],{},[33,9715,9716],{},"PCE物価指数",[11,9718,9719,9720,9725,9726,9731],{},"5月時点のコアPCEは前年比3.4%と",[22,9721,9724],{"href":9722,"rel":9723},"https:\u002F\u002Fwww.federalreserve.gov\u002Fmonetarypolicy\u002F2026-07-mpr-part1.htm",[26],"連邦準備制度（Fed）の目標2%","を依然上回っており、Fedは政策金利を3.50〜3.75%で据え置いている（",[22,9727,9730],{"href":9728,"rel":9729},"https:\u002F\u002Fwww.usbank.com\u002Finvesting\u002Ffinancial-perspectives\u002Fmarket-news\u002Ffederal-reserve-interest-rate.html",[26],"US Bank","）。7月のPCEが冷却を示すか、それとも高止まりを示すかで米金利の先行き観測が変わる。",[15,9733,45],{"id":45},[11,9735,9736,9737,9741],{},"エヌビディアが市場予想を上回れば、AI半導体投資の旺盛さが改めて確認され、東京エレクトロン・アドバンテストなど国内の半導体製造装置・テスト関連銘柄に追い風が吹きやすい。逆に「物足りない」結果なら売りが先行する可能性もある。過去の事例では、米国のチップ株急落時に東京エレクトロンとアドバンテストがそれぞれ約9%下落した局面もあった（",[22,9738,992],{"href":9739,"rel":9740},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fai-market\u002Fdetail\u002F1066",[26],"）。PCEは「冷却→利下げ期待強まる→ドル安・円高方向」、「高止まり→利上げ観測→ドル高・円安継続」と、輸入物価を通じて家計にも影響しうる。本日夜の2つの数字がどちらに転ぶかは、明朝の市場を確認するまで分からない。",[15,9743,51],{"id":51},[11,9745,9746],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利の動向を予測・保証するものでもありません。最終的な投資判断はご自身の責任のもとで行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9748},[9749,9750,9751],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"本日米国市場閉場後にエヌビディアのQ2決算が控える。AI半導体需要の強さが確認されれば東京エレクトロンやアドバンテストなど国内半導体株への追い風に。同日発表の米PCEもドル円・金利を通じて家計に響く。",{},"\u002Freading\u002Farticles\u002F2026-08-26-nvidia-earnings-ai-chip-demand","2026-08-26T09:00:00+09:00",{"title":9643,"description":9752},"reading\u002Farticles\u002F2026-08-26-nvidia-earnings-ai-chip-demand",[164,73],"voMbi94AFKAxmJLVqigUrreYW9YQR9RoxocesoJlmD0",{"id":9761,"title":9762,"author":6,"body":9763,"category":62,"dataDate":6,"date":9821,"description":9822,"extension":65,"image":6,"meta":9823,"navigation":67,"path":9824,"publishedAt":9825,"seo":9826,"stem":9827,"tags":9828,"type":6,"updated":6,"__hash__":9829},"articles\u002Freading\u002Farticles\u002F2026-08-25-nikkei-rebound-nvidia-earnings-preview.md","日経平均が朝安900円超から終値+328円に急回復—NVIDIA決算（26日）の結果次第で半導体株が再び動く可能性",{"type":8,"value":9764,"toc":9816},[9765,9768,9770,9788,9797,9806,9808,9811,9813],[11,9766,9767],{},"8月25日の東京株式市場は、乱高下の一日となりました。朝方は前日の米半導体株安を引き継いで一時900円超の急落を演じましたが、後場から買い戻しが入り、日経平均株価は3日ぶりに反発して終えました。もっとも売買代金は薄いまま。市場の視線は、翌26日（米国時間）の引け後に控えるNVIDIA四半期決算に向いています。",[15,9769,17],{"id":17},[11,9771,9772,9777,9778,9781,9782,9787],{},[22,9773,9776],{"href":9774,"rel":9775},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL250UGTV20C26A8000000\u002F",[26],"日本経済新聞によると","、25日の日経平均株価の終値は前日比",[33,9779,9780],{},"328円34銭（＋0.50%）高の6万5856円43銭","で、3日ぶりの反発となりました。ただし朝方は900円超の下げ幅を記録する場面もあり、午後から売られ過ぎた銘柄への買い戻しが入って下値を切り上げた格好です。",[22,9783,9786],{"href":9784,"rel":9785},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F765520",[26],"東証プライムの売買代金は4営業日連続で10兆円を割り込み","、お盆明けの「夏枯れ」商いが続いています。",[11,9789,9790,9791,9796],{},"円相場は",[22,9792,9795],{"href":9793,"rel":9794},"https:\u002F\u002Fwww.excite.co.jp\u002Fnews\u002Farticle\u002FJiji_3852466\u002F",[26],"1ドル＝159円43〜45銭","で引けており、円安水準が続いています。売買代金上位はキオクシア・フジクラ・アドバンテストと半導体・電子部品関連が並びました。",[11,9798,9799,9800,9805],{},"今後の焦点は、",[22,9801,9804],{"href":9802,"rel":9803},"https:\u002F\u002Ffinance.yahoo.com\u002Fnews\u002Fnvidias-q2-earnings-to-test-resurgent-ai-trade-112502189.html",[26],"米国時間26日の引け後に予定されているNVIDIAの2026年第2四半期（5〜7月期）決算","です。ウォール街のコンセンサスは売上高約910億ドル（前年比＋95%）、調整後EPSは2.09ドルとされており、この見通しに対して実績がどれだけ上振れ・下振れするかで、日本の半導体・装置株が翌日以降に改めて動く可能性があります。",[15,9807,45],{"id":45},[11,9809,9810],{},"「朝の急落→午後の戻し」というパターンは夏場に起きやすい流動性が薄い時期の値動きです。NVIDIA決算が市場予想を上回れば翌朝の半導体関連に買いが入りやすく、逆に失望が出れば再び重くなる構図です。円安が輸入コスト押し上げという家計への圧力を維持している点も、引き続き意識されます。",[15,9812,51],{"id":51},[11,9814,9815],{},"本記事は公開情報をもとにした情報提供を目的としたものであり、投資助言ではありません。将来の株価・市場動向を保証するものではなく、個別銘柄の売買を推奨するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9817},[9818,9819,9820],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-25","8月25日の東京市場は朝方に900円超の急落後、後場に買い戻されて+328円で反発。夏枯れで売買代金は4日連続10兆円割れ。翌26日の米国時間に発表されるNVIDIA決算が次の波乱要因となりそうだ。",{},"\u002Freading\u002Farticles\u002F2026-08-25-nikkei-rebound-nvidia-earnings-preview","2026-08-25T20:00:00+09:00",{"title":9762,"description":9822},"reading\u002Farticles\u002F2026-08-25-nikkei-rebound-nvidia-earnings-preview",[164,73],"6Ma1gWbs1G3_Yl5D3HO9qkSNgjP2I9j3f-_RGE8RGVc",{"id":9831,"title":9832,"author":6,"body":9833,"category":62,"dataDate":6,"date":9821,"description":9879,"extension":65,"image":6,"meta":9880,"navigation":67,"path":9881,"publishedAt":9882,"seo":9883,"stem":9884,"tags":9885,"type":6,"updated":6,"__hash__":9886},"articles\u002Freading\u002Farticles\u002F2026-08-25-nikkei-semiconductor-selloff-nvidia-earnings.md","エヌビディア決算待ちで日経平均が前場一時900円超安、半導体株に売り",{"type":8,"value":9834,"toc":9874},[9835,9844,9846,9855,9864,9866,9869,9871],[11,9836,9837,9838,9843],{},"8月25日前場の東京株式市場で日経平均株価は朝方に下げ幅が900円を超える場面があり、一時6万5000円を割り込みました。6万5000円台を取引時間中に下回るのは8月7日以来です。ただし売り一巡後に押し目買いが流入し、前引けは",[22,9839,9842],{"href":9840,"rel":9841},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL250HD0V20C26A8000000\u002F",[26],"前日比70円59銭（0.11%）安の6万5598円68銭","と落ち着きました。",[15,9845,17],{"id":17},[11,9847,9848,9849,9854],{},"前日の米株式市場で半導体株指数（SOX指数）が",[22,9850,9853],{"href":9851,"rel":9852},"https:\u002F\u002Ftbladvisory.com\u002F20260825nkam\u002F",[26],"2.7%下落","した流れを受け、東京市場でもAI・半導体関連株を中心に売りが先行しました。キオクシア、アドバンテスト、ディスコなどが軟調に推移しています。",[11,9856,9857,9858,9863],{},"背景にあるのはエヌビディア（NVDA）の決算待ちです。エヌビディアは",[22,9859,9862],{"href":9860,"rel":9861},"https:\u002F\u002Fmarketwatch-jp.com\u002Fguide-news-2026-08-24-nvidia-q2-earnings-preview.html",[26],"米国時間8月26日引け後に2027年度第2四半期（Q2 FY2027）決算","を発表する予定で、日本時間では8月27日早朝の公表となります。市場では売上高のガイダンス（約910億ドル±2%）に対して実績がどの水準に着地するか、また次世代チップ「Blackwell」の量産ペースや中国向け輸出規制の影響が焦点となっています。アジア市場では韓国KOSPI（半導体比率が高い）も朝方に4%あまり下落した後に急速に下げ渋り、これが投資家心理を幾分支えました。",[15,9865,45],{"id":45},[11,9867,9868],{},"エヌビディアの決算内容しだいで、東京エレクトロン（8035）やアドバンテスト（6857）など国内半導体株への連動が27日の寄り付きに出やすいとみられます。2026年7月のチップ株急落局面ではこれら2銘柄がそれぞれ約9%前後下落した経緯があり、決算が予想を大幅に下回った場合は再び類似の動きが起こりうるという見方が出ています。半導体・AI関連株をNISA口座などで保有している場合は、27日朝の値動きを確認しておくと良いかもしれません。",[15,9870,51],{"id":51},[11,9872,9873],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9875},[9876,9877,9878],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米SOX指数2.7%安を引き継ぎ東京市場でも半導体株に売りが先行。日経平均は朝方に一時6万5000円を割り込んだが、前引けは前日比0.11%安まで落ち着いた。",{},"\u002Freading\u002Farticles\u002F2026-08-25-nikkei-semiconductor-selloff-nvidia-earnings","2026-08-25T13:00:00+09:00",{"title":9832,"description":9879},"reading\u002Farticles\u002F2026-08-25-nikkei-semiconductor-selloff-nvidia-earnings",[164,73],"Z47xweDDX4pUVEbYpR9YRjKbRsSYGQQy0_BSALL4tf8",{"id":9888,"title":9889,"author":6,"body":9890,"category":62,"dataDate":6,"date":9821,"description":9939,"extension":65,"image":6,"meta":9940,"navigation":67,"path":9941,"publishedAt":9942,"seo":9943,"stem":9944,"tags":9945,"type":6,"updated":6,"__hash__":9946},"articles\u002Freading\u002Farticles\u002F2026-08-25-us-chip-stocks-selloff.md","米フィラデルフィア半導体指数3%超安｜NVIDIAサーバー値上げ報道とApple調達転換懸念が重なる",{"type":8,"value":9891,"toc":9934},[9892,9895,9897,9900,9912,9918,9924,9926,9929,9931],[11,9893,9894],{},"8月24日（米現地時間）のニューヨーク市場は半導体株を中心に売りが広がり、ナスダック総合指数は約0.8%の下落となった。一方、ダウ工業株30種は約0.3%上昇と、セクター間の明暗が分かれた週明けの取引だった。",[15,9896,17],{"id":17},[11,9898,9899],{},"前夜の米市場では2つの材料が半導体セクターを押し下げた。",[11,9901,9902,9905,9906,9911],{},[33,9903,9904],{},"① NVIDIAのAIサーバー価格引き上げ報道","\nNVIDIAが一部のAIサーバー向け製品の価格を引き上げる方向で検討しているという報道が材料視された。",[22,9907,9910],{"href":9908,"rel":9909},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-monday-august-24-dow-sp-500-nasdaq-080306047.html",[26],"Yahoo Finance（市況ライブ）","によれば、NVIDIA株は約3%下落し、フィラデルフィア半導体指数（PHLX）は3%超の下げを記録。マイクロン・テクノロジー、サンディスク、ウエスタンデジタルなどのメモリ関連株は5%を超える下落となった。",[11,9913,9914,9917],{},[33,9915,9916],{},"② Appleによる中国製メモリ調達懸念","\nAppleがDRAMやNANDフラッシュを中国メーカーから調達する可能性があるという報道も重なり、日韓メモリメーカーや日本の半導体製造装置メーカーへの受注影響が意識された。S&P500は約0.3%安と小幅の下げにとどまり、素材・ヘルスケアセクターは上昇するなど、AI・ハイテク偏重のポートフォリオと内需・ディフェンシブ系との対照が鮮明になった。",[11,9919,9920,9923],{},[33,9921,9922],{},"今週の注目イベント","\n今夜23時（日本時間）にはコンファレンス・ボードが8月の消費者信頼感指数を公表する予定。また、週内にはNVIDIAの四半期決算発表、さらにジャクソンホール経済シンポジウムへのFRB関係者の出席も控えており、短期的な相場の方向感を左右しうる。",[15,9925,45],{"id":45},[11,9927,9928],{},"前夜のPHLX急落を受け、本日の東京市場では東京エレクトロンやアドバンテストなどの半導体製造装置株に売りが先行しやすい地合いとなりそうだ（前日24日の日経平均終値は65,528円と8月中旬の高値から3,000円超の水準にある）。ただし週内のNVIDIA決算が予想を上回れば反発に転じる展開もあり得る。NISA等でグローバル株式インデックスを積み立てている場合、今回のセクター固有の変動は通常の価格変動の範囲内として受け止めることもできる。",[15,9930,51],{"id":51},[11,9932,9933],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や為替レートを保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":9935},[9936,9937,9938],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月24日（米現地時間）のNY市場でNasdaq約0.8%安、フィラデルフィア半導体指数が3%超下落。NVIDIAのAIサーバー値上げ報道とAppleの中国製メモリ採用懸念が重なり、東京市場の半導体・装置株への波及が注目される。",{},"\u002Freading\u002Farticles\u002F2026-08-25-us-chip-stocks-selloff","2026-08-25T09:00:00+09:00",{"title":9889,"description":9939},"reading\u002Farticles\u002F2026-08-25-us-chip-stocks-selloff",[164,73],"asb2oL17L49ba0YWJ9PYaLxCeti3E2EjTXKHIiHgiuQ",{"id":9948,"title":9949,"author":6,"body":9950,"category":62,"dataDate":6,"date":10023,"description":10024,"extension":65,"image":6,"meta":10025,"navigation":67,"path":10026,"publishedAt":10027,"seo":10028,"stem":10029,"tags":10030,"type":6,"updated":6,"__hash__":10031},"articles\u002Freading\u002Farticles\u002F2026-08-24-nikkei-falls-488-nvidia-jacksonhole.md","日経平均488円安｜NVIDIA決算＆ジャクソンホール待ちで様子見ムード",{"type":8,"value":9951,"toc":10018},[9952,9959,9961,9964,9976,9987,9993,10009,10011,10014,10016],[11,9953,9954,9955,9958],{},"8月24日の東京株式市場は続落。日経平均株価の終値は ",[33,9956,9957],{},"6万5,528円09銭（前営業日比 −488円27銭、−0.74%）"," と、一時は500円を超える下げ幅を記録した。",[15,9960,17],{"id":17},[11,9962,9963],{},"下落の主な要因は3点が重なった形だ。",[11,9965,9966,9969,9970,9975],{},[33,9967,9968],{},"① AI・半導体株の売り圧力","\n時価総額が大きいアドバンテストやソフトバンクグループなど、高PER（株価収益率）の銘柄が売りに押された。",[22,9971,9974],{"href":9972,"rel":9973},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260824\u002F867080.html",[26],"財経新聞の市況記事","によれば、エヌビディア（NVIDIA）の決算発表を今週に控え、積極的に買い進む材料に乏しかったという。",[11,9977,9978,9981,9986],{},[33,9979,9980],{},"② 日米金利の上昇",[22,9982,9985],{"href":9983,"rel":9984},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL244L70U6A820C2000000\u002F",[26],"日本経済新聞の大引けレポート","は、中東情勢の不透明感を背景にした原油高が引き続き米長期金利を押し上げていると指摘。日本国内でも金利上昇圧力が意識され、成長株の割高感が増した。",[11,9988,9989,9992],{},[33,9990,9991],{},"③ ジャクソンホール会議への警戒","\n米連邦準備制度理事会（FRB）幹部らが集うジャクソンホール経済シンポジウムが今週開催される。利下げ時期をめぐる発言次第で相場が大きく振れる可能性があり、先行きを見極めようとする「様子見ムード」が強まった。",[11,9994,9995,9998,9999,10004,10005,42],{},[33,9996,9997],{},"円相場・インフレ動向","\n円は対ドルで159円台前半で推移。日銀は6月に政策金利を1.0%に引き上げた後、7月会合では据え置いている（",[22,10000,10003],{"href":10001,"rel":10002},"https:\u002F\u002Ftradingeconomics.com\u002Fjapan\u002Finterest-rate",[26],"Trading Economics - Japan Interest Rate","）。日本の消費者物価上昇率（CPI）は7月時点で前年比+1.9%と3ヶ月ぶりの高水準に加速しており、家計のインフレ圧力は続いている（",[22,10006,10008],{"href":1945,"rel":10007},[26],"Trading Economics - Japan Inflation Rate",[15,10010,45],{"id":45},[11,10012,10013],{},"NVIDIA決算はAI関連株全体の指標として市場に影響する。結果が予想を上回れば国内の半導体・装置株が反発する展開も考えられるが、好材料出尽くしで売られるケースも多く、短期の値動きは読みにくい局面だ。また、円相場が159円台に留まる状況では輸入コスト（食料・エネルギー）の下押し圧力が続きやすく、NISA口座で国際分散投資を積み立てている場合は円換算での資産価値に追い風となる側面もある。",[15,10015,51],{"id":51},[11,10017,9933],{},{"title":56,"searchDepth":57,"depth":57,"links":10019},[10020,10021,10022],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-24","8月24日の東京市場は続落。AI・半導体株の売りと日米金利上昇が重なり、日経平均は一時500円超の下げ。NVIDIA決算とジャクソンホール会議を控え、個人投資家も引き続き慎重姿勢が求められる。",{},"\u002Freading\u002Farticles\u002F2026-08-24-nikkei-falls-488-nvidia-jacksonhole","2026-08-24T20:00:00+09:00",{"title":9949,"description":10024},"reading\u002Farticles\u002F2026-08-24-nikkei-falls-488-nvidia-jacksonhole",[73,164],"-4iWFTjOzSTq8mY5PL6zPDOXrTUtSeSSVQ711LcUCnw",{"id":10033,"title":10034,"author":6,"body":10035,"category":62,"dataDate":6,"date":10023,"description":10101,"extension":65,"image":6,"meta":10102,"navigation":67,"path":10103,"publishedAt":10104,"seo":10105,"stem":10106,"tags":10107,"type":6,"updated":6,"__hash__":10108},"articles\u002Freading\u002Farticles\u002F2026-08-24-nikkei-topix-divergence-noon.md","前場まとめ：日経は半導体安で小幅続落、TOPIXはプラス圏——物色の裾野に広がりの兆し",{"type":8,"value":10036,"toc":10096},[10037,10040,10042,10047,10055,10064,10069,10083,10085,10088,10091,10093],[11,10038,10039],{},"2026年8月24日（月）の東京株式市場・前場（午前の部）は、半導体関連株の売りを受けて日経平均株価が小幅続落となった一方、機械・建設・鉄鋼などのセクターに買いが入り、東証株価指数（TOPIX）はプラス圏で引けた。",[15,10041,17],{"id":17},[11,10043,10044],{},[33,10045,10046],{},"日経平均：65,968円71銭（前日比−47円65銭）",[11,10048,10049,10054],{},[22,10050,10053],{"href":10051,"rel":10052},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F765308",[26],"株式新聞Web（2026年8月24日）","によると、前場終値は65,968円71銭と前営業日比47円65銭の下落で小幅続落。米半導体株安の流れを受けた需給面の売りが重荷となり、シカゴ先物の清算値にサヤ寄せする形でのスタートとなった。",[11,10056,10057,10058,10063],{},"ただし、",[22,10059,10062],{"href":10060,"rel":10061},"https:\u002F\u002Fonline.nikkei-cnbc.co.jp\u002Fvod\u002F67315",[26],"日経CNBC（2026年8月17日放送・「前場ここを見る」）","が「半導体一極集中から物色に広がり」と指摘していた流れは24日前場でも続き、機械・建設・鉄鋼を中心とした幅広いセクターへの押し目買いが下支えした。TOPIXはプラス圏で前引けしており、プライム市場全体では値上がり銘柄数が多い展開となった。",[11,10065,10066],{},[33,10067,10068],{},"ドル円：158円台前半で推移",[11,10070,10071,10072,10077,10078,42],{},"東京外国為替市場では、ドル・円が午前中に一時158円71銭まで下落した後、小幅に持ち直す展開となった（",[22,10073,10076],{"href":10074,"rel":10075},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260824\u002F867031.html",[26],"財経新聞、2026年8月24日","）。午前9時時点では158円台後半で推移し、158円台での攻防が続いている状況だ（",[22,10079,10082],{"href":10080,"rel":10081},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F24\u002F120722",[26],"外為どっとコム、2026年8月24日",[15,10084,45],{"id":45},[11,10086,10087],{},"日経平均とTOPIXの明暗が分かれた前場の動きは、「AI・半導体への一極集中」から「より広い銘柄への分散」が進みつつあることを示唆している可能性がある。半導体株が調整を続ける局面でも、内需系のセクターや伝統産業が下支えするかが引き続き注目点だ。",[11,10089,10090],{},"また、158円台の円安は輸入コスト（食品・エネルギーなど）を高止まりさせる要因として、家計の購買力に影響が続いている。今週後半にはNVIDIA決算（26日）やジャクソンホール会議（27〜29日）が予定されており、その結果次第でドル円と日本株の方向感が変わりうる点は意識しておきたい。",[15,10092,51],{"id":51},[11,10094,10095],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定資産への投資を推奨するものではなく、将来の株価・為替・物価の動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":10097},[10098,10099,10100],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年8月24日の東京前場は日経平均が65,968円と小幅続落。一方TOPIXはプラス圏で推移し、機械・建設・鉄鋼へ買いが波及。158円台の円安も続く。",{},"\u002Freading\u002Farticles\u002F2026-08-24-nikkei-topix-divergence-noon","2026-08-24T13:00:00+09:00",{"title":10034,"description":10101},"reading\u002Farticles\u002F2026-08-24-nikkei-topix-divergence-noon",[73,236],"_XGgZvMPv45gZDeE-jQk4vT5GN5bJYbTpU9JjDUESns",{"id":10110,"title":10111,"author":6,"body":10112,"category":62,"dataDate":6,"date":10023,"description":10242,"extension":65,"image":6,"meta":10243,"navigation":67,"path":10244,"publishedAt":10245,"seo":10246,"stem":10247,"tags":10248,"type":6,"updated":6,"__hash__":10249},"articles\u002Freading\u002Farticles\u002F2026-08-24-jackson-hole-nvidia-week.md","今週はジャクソンホール＋NVIDIA決算の二大イベント週——ドル円158円台、FRBの姿勢と株価をどう読むか",{"type":8,"value":10113,"toc":10237},[10114,10117,10119,10124,10139,10144,10201,10206,10215,10220,10227,10229,10232,10234],[11,10115,10116],{},"今週（8月24〜29日）は、米国市場にとって夏場最大の「二大イベント」が重なる週だ。26日（水）にNVIDIA決算と米PCEデフレーター、27〜29日にはカンザスシティ連銀主催のジャクソンホール会議（28日にWarsh FRB議長が基調講演）が控える。ドル円は週初の東京市場で158円50銭台とここ数か月の円高方向へ一歩戻した水準で推移しており、この週の結果がドル円の方向感と日本の家計・NISA投資家の資産評価に影響しそうだ。",[15,10118,17],{"id":17},[11,10120,10121],{},[33,10122,10123],{},"ドル円（2026年8月24日早朝）",[11,10125,10126,10127,10132,10133,10138],{},"東京市場の朝方は一時158円50銭台でドル安・円高スタートと伝えられたが、その後は持ち直す動きが続いている（",[22,10128,10131],{"href":10129,"rel":10130},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376857",[26],"みんかぶFX、2026年8月24日","）。今週のドル円予想レンジは157円台後半〜161円台前半と見られており（",[22,10134,10137],{"href":10135,"rel":10136},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F23\u002F070000",[26],"外為どっとコム、2026年8月23日","）、方向感の定まりにくい展開が予想される。",[11,10140,10141],{},[33,10142,10143],{},"今週の主な注目イベント",[2752,10145,10146,10156],{},[2755,10147,10148],{},[2758,10149,10150,10153],{},[2761,10151,10152],{},"日付",[2761,10154,10155],{},"イベント",[2768,10157,10158,10166,10173,10186,10194],{},[2758,10159,10160,10163],{},[2773,10161,10162],{},"8月26日（水）",[2773,10164,10165],{},"NVIDIA決算発表（日本時間27日朝）",[2758,10167,10168,10170],{},[2773,10169,10162],{},[2773,10171,10172],{},"米7月PCEデフレーター・4〜6月期GDP改定値 発表",[2758,10174,10175,10178],{},[2773,10176,10177],{},"8月27〜29日（木〜土）",[2773,10179,10180,10185],{},[22,10181,10184],{"href":10182,"rel":10183},"https:\u002F\u002Fwww.kansascityfed.org\u002Fsymposium\u002F",[26],"ジャクソンホール会議","（テーマ：決済イノベーションと金融政策）",[2758,10187,10188,10191],{},[2773,10189,10190],{},"8月28日（金）",[2773,10192,10193],{},"Warsh FRB議長による初の基調講演",[2758,10195,10196,10198],{},[2773,10197,10190],{},[2773,10199,10200],{},"日本8月東京都区部CPI 発表",[11,10202,10203],{},[33,10204,10205],{},"ジャクソンホール会議の焦点",[11,10207,10208,10209,10214],{},"5月に就任したWarsh FRB議長にとって、今回が初の主要国際会議での基調講演となる。市場の関心は会議テーマ（決済・ステーブルコイン）よりも、議長がインフレ抑止姿勢をどこまで明確に打ち出すか、9月16日のFOMCへの布石を示すかどうかに集中している（",[22,10210,10213],{"href":10211,"rel":10212},"https:\u002F\u002Fwww.dir.co.jp\u002Freport\u002Fresearch\u002Feconomics\u002Fusa\u002F20260820_025997.html",[26],"大和総研、2026年8月20日","）。Warsh議長はフォワード・ガイダンスに消極的なことで知られ、今回も具体的な利上げ・利下げ示唆は避けるとの見方が多い。",[11,10216,10217],{},[33,10218,10219],{},"背景：日本7月CPIとインフレ圧力",[11,10221,10222,10223,10226],{},"先週発表の7月全国CPIは総合で前年比+1.9%（6月比+0.3ポイント）、生鮮食品とエネルギーを除いたコアコアも+1.9%と物価上昇圧力の強さが改めて確認された（",[22,10224,849],{"href":10135,"rel":10225},[26],"）。今週28日に出る東京都区部8月CPIの結果が、日銀の次の動きへの見方に影響しうる。",[15,10228,45],{"id":45},[11,10230,10231],{},"最大の注目は「Warsh議長が9月利上げの可能性を示唆するかどうか」だ。利上げ継続のシグナルが出れば米長期金利が上昇し、ドル円は160円台へ戻しやすくなる。逆にPCEデフレーターでインフレ鈍化が確認されると同時に議長が慎重な発言にとどまれば、ドル円157〜158円台へ下がる可能性もある。NVIDIAの決算は、AI関連の設備投資需要がまだ旺盛かどうかを示す指標として、半導体株全体のセンチメントに波及しやすい。今週の結果次第で、日本株のNISA保有銘柄（半導体・輸出株など）の円換算評価額が動く可能性がある。",[15,10233,51],{"id":51},[11,10235,10236],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・通貨・資産クラスへの投資を推奨するものではなく、将来の相場・物価の推移を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":10238},[10239,10240,10241],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月27〜29日のジャクソンホール会議でWarshFRB議長が初の基調講演、26日にはNVIDIA決算とPCEデフレーターも重なる。ドル円が158円台に落ち着いた今、日本の個人投資家が押さえておきたいポイントを整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-24-jackson-hole-nvidia-week","2026-08-24T09:00:00+09:00",{"title":10111,"description":10242},"reading\u002Farticles\u002F2026-08-24-jackson-hole-nvidia-week",[164,73],"Xo1dKpTrPrmMCqHc16qQGVVPzu8Y2iLGOntenQoB7B8",{"id":10251,"title":10252,"author":6,"body":10253,"category":62,"dataDate":6,"date":10395,"description":10396,"extension":65,"image":6,"meta":10397,"navigation":67,"path":10398,"publishedAt":10399,"seo":10400,"stem":10401,"tags":10402,"type":6,"updated":6,"__hash__":10403},"articles\u002Freading\u002Farticles\u002F2026-08-23-japan-cpi-july-boj-rate-hike.md","7月CPIが今年最高の1.9%上昇——エネルギー・食品高が日銀9月利上げ観測を後押し",{"type":8,"value":10254,"toc":10390},[10255,10264,10266,10279,10343,10346,10363,10380,10382,10385,10387],[11,10256,10257,10258,10263],{},"8月21日に総務省が公表した7月の全国消費者物価指数（CPI）は、総合で前年同月比1.9%の上昇となり、2026年に入ってから最も高い水準を記録しました（",[22,10259,10262],{"href":10260,"rel":10261},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-20\u002Fjapan-s-inflation-accelerates-backing-boj-s-case-for-rate-hike",[26],"Bloomberg、2026年8月20日","）。2カ月連続で伸びが拡大し、日銀の次の一手に関する市場の見方を揺さぶっています。",[15,10265,17],{"id":17},[11,10267,10268,10269,374,10274,42],{},"総務省の集計によると、7月の指標は以下の通りです（",[22,10270,10273],{"href":10271,"rel":10272},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA208GW0Q6A820C2000000\u002F",[26],"日本経済新聞、2026年8月21日",[22,10275,10278],{"href":10276,"rel":10277},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F21\u002Fjapan-inflation-iran-war-energy.html",[26],"CNBC、2026年8月21日",[2752,10280,10281,10294],{},[2755,10282,10283],{},[2758,10284,10285,10288,10291],{},[2761,10286,10287],{},"指標",[2761,10289,10290],{},"6月",[2761,10292,10293],{},"7月",[2768,10295,10296,10308,10319,10331],{},[2758,10297,10298,10301,10304],{},[2773,10299,10300],{},"総合CPI（前年比）",[2773,10302,10303],{},"1.6%",[2773,10305,10306],{},[33,10307,7524],{},[2758,10309,10310,10313,10315],{},[2773,10311,10312],{},"コアCPI（生鮮食品除き）",[2773,10314,10303],{},[2773,10316,10317],{},[33,10318,7891],{},[2758,10320,10321,10324,10327],{},[2773,10322,10323],{},"コアコアCPI（生鮮・エネルギー除き）",[2773,10325,10326],{},"1.7%",[2773,10328,10329],{},[33,10330,7524],{},[2758,10332,10333,10335,10338],{},[2773,10334,7201],{},[2773,10336,10337],{},"3.9%",[2773,10339,10340],{},[33,10341,10342],{},"7.0%",[11,10344,10345],{},"物価上昇の主な要因は2つです。",[443,10347,10348,10357],{},[446,10349,10350,10353,10354,42],{},[33,10351,10352],{},"エネルギー価格の反転",": 中東情勢（イラン関連）を背景に原油高が続いており、エネルギー価格は2025年11月以来初めて前年比プラスに転じました（",[22,10355,8700],{"href":10276,"rel":10356},[26],[446,10358,10359,10362],{},[33,10360,10361],{},"生鮮食品の急騰",": 気候・物流コストの影響で生鮮食品が前年比7.0%上昇と、6月の3.9%から急伸しました。",[11,10364,10365,10366,10369,10370,10374,10375,42],{},"これを受け、市場参加者は日銀が",[33,10367,10368],{},"9月17〜18日の金融政策決定会合で政策金利を現行1.0%から1.25%に引き上げる","とほぼ織り込んでいます（",[22,10371,10373],{"href":5717,"rel":10372},[26],"BigGo Finance、2026年8月","）。8月10日公表の日銀会合要旨でも、一部委員が「物価の上振れリスクを従来より重視すべき時期に来ており、市場予想より速いペースの利上げも考えられる」と指摘しています（",[22,10376,10379],{"href":10377,"rel":10378},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-10\u002Fboj-summary-flags-upside-price-risks-possible-faster-hike-pace",[26],"Bloomberg、2026年8月10日",[15,10381,45],{"id":45},[11,10383,10384],{},"コアCPI（生鮮食品除き）はこれで7カ月連続2%を下回っており、日銀が「急ぐ必要はない」と判断する余地も残っています。ただ、コアコアCPIが1.9%まで上昇してきたことで、下半期に2%を安定的に超える局面が近いとの見方が広がっています。9月の利上げが実施されれば住宅ローン（変動型）や借入コストに影響が出る可能性があり、家計の支出計画を改めて見直すきっかけになりそうです。",[15,10386,51],{"id":51},[11,10388,10389],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の物価・金利・株価の動向を保証するものではなく、最終的な判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":10391},[10392,10393,10394],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-23","8月21日公表の7月全国CPIは前年比1.9%上昇と今年の最高水準。エネルギー価格が11月以来のプラス転換、生鮮食品は7%高と急伸。市場は日銀が9月17〜18日の会合で政策金利を1.25%に引き上げると広く織り込んでいます。",{},"\u002Freading\u002Farticles\u002F2026-08-23-japan-cpi-july-boj-rate-hike","2026-08-23T20:00:00+09:00",{"title":10252,"description":10396},"reading\u002Farticles\u002F2026-08-23-japan-cpi-july-boj-rate-hike",[236,73],"MQBEaEGCVK1bUJRWZl8qEJOafc8thoOpiqnUvRHsH3s",{"id":10405,"title":10406,"author":6,"body":10407,"category":62,"dataDate":6,"date":10395,"description":10464,"extension":65,"image":6,"meta":10465,"navigation":67,"path":10466,"publishedAt":10467,"seo":10468,"stem":10469,"tags":10470,"type":6,"updated":6,"__hash__":10471},"articles\u002Freading\u002Farticles\u002F2026-08-23-corporate-prices-july-boj-september.md","企業物価7.2%上昇と9月日銀利上げ観測—輸入コスト高騰が家計に届くまで",{"type":8,"value":10408,"toc":10459},[10409,10412,10414,10428,10436,10449,10451,10454,10456],[11,10410,10411],{},"企業間で取引される財の値上がりが続いている。日本銀行が8月13日に発表した2026年7月の企業物価指数では、国内企業物価が**前年比＋7.2%**と高水準で推移した。非鉄金属・石油石炭製品・化学製品が主な押し上げ要因で、川上の物価圧力が依然として強い状況を示している。",[15,10413,17],{"id":17},[11,10415,10416,10417,10422,10423,42],{},"日本銀行が発表した",[22,10418,10421],{"href":10419,"rel":10420},"https:\u002F\u002Fwww.boj.or.jp\u002Fstatistics\u002Fpi\u002Fcgpi_release\u002Fcgpi2607.pdf",[26],"7月の企業物価指数速報","によると、国内企業物価は前年比＋7.2%（前月比＋0.1%）。特に輸入物価は円ベースで**前年比＋29.1%**と大幅な上昇が続いており、円安を通じた輸入コスト高が川上に積み上がった格好だ（",[22,10424,10427],{"href":10425,"rel":10426},"https:\u002F\u002Fwww.nli-research.co.jp\u002Freport\u002Fdetail\u002Fid=86545?site=nli",[26],"ニッセイ基礎研究所",[11,10429,10430,10431,10435],{},"為替面では、7月末に日米協調為替介入が実施され、ドル円は一時159円台まで円高に振れた。ただし",[22,10432,10434],{"href":1866,"rel":10433},[26],"外為どっとコムの8月20日リポート","は「それでも円安が止まらない」として、構造的な円安圧力が残ると分析している。",[11,10437,10438,10439,10443,10444,10448],{},"金利政策については、日銀は7月31日の会合で政策金利を1.0%に据え置いた。しかし",[22,10440,10442],{"href":6152,"rel":10441},[26],"日本経済新聞（8月12日）","は「9月利上げ予想が8割に迫る」と報じ、みずほFGの輿水常務も「かなり高い」と述べている（",[22,10445,2246],{"href":10446,"rel":10447},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-18\u002FTJWAY1KK3NY800",[26],"）。市場は9月17・18日の決定会合での0.25%利上げ（1.25%への引き上げ）を相当程度織り込みつつある。",[15,10450,45],{"id":45},[11,10452,10453],{},"企業物価の上昇は時間差をおいて消費者物価に波及しやすく、輸入コスト高が解消されない限り、食料品・日用品の価格は高止まりしやすい。仮に9月に日銀が利上げを実施しても、変動金利型の住宅ローンに影響が出るのは数か月後になるのが一般的で、短期的には生活費の上昇と金利負担の増加が同時進行するシナリオも想定に入れておきたい。",[15,10455,51],{"id":51},[11,10457,10458],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別の金融商品の売買を推奨するものではなく、将来の物価・金利動向を保証するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":10460},[10461,10462,10463],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月の国内企業物価が前年比7.2%上昇。輸入物価は円ベースで約29%高と大幅で、消費者物価への波及が続く。日銀の9月追加利上げ観測が強まるなか、家計に何が起きているかを整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-23-corporate-prices-july-boj-september","2026-08-23T13:00:00+09:00",{"title":10406,"description":10464},"reading\u002Farticles\u002F2026-08-23-corporate-prices-july-boj-september",[236,73],"_8oTY4S5_LKBUWHxldhKYFRLSSVeMvk7Y1RRWnD2zKs",{"id":10473,"title":10474,"author":6,"body":10475,"category":62,"dataDate":6,"date":10395,"description":10545,"extension":65,"image":6,"meta":10546,"navigation":67,"path":10547,"publishedAt":10548,"seo":10549,"stem":10550,"tags":10551,"type":6,"updated":6,"__hash__":10552},"articles\u002Freading\u002Farticles\u002F2026-08-23-us-pmi-record-dollar-yen-159.md","米PMI過去最高でドル高再燃　ドル円159円台、日米協調介入の「半値戻し」で家計圧迫続く",{"type":8,"value":10476,"toc":10540},[10477,10480,10482,10501,10509,10524,10526,10535,10537],[11,10478,10479],{},"前夜の米国市場では、米8月の総合PMI（購買担当者景気指数）が過去最高水準を記録したことを受けてドル買いが強まり、ドル円は159円台で推移している。日米が協調で実施した為替介入の効果が急速に薄れており、輸入物価の高止まりを通じた家計への圧力が続いている。",[15,10481,17],{"id":17},[11,10483,10484,10485,10490,10491,10494,10495,10500],{},"8月21日（現地時間）に発表された",[22,10486,10489],{"href":10487,"rel":10488},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260821\u002F866941.html",[26],"米8月総合PMI速報値は56.0","となり、前月（54.5）から上昇して",[33,10492,10493],{},"過去最高","を記録した。内訳ではサービス業PMIが56.8（前月54.6）と2024年12月以来の高水準に達し、製造業PMI（53.2）の軟調を補った。良好な結果を受けてドル買いが強まり、",[22,10496,10499],{"href":10497,"rel":10498},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376827",[26],"ドル円は159円01銭","で引けた。",[11,10502,10503,10504,10508],{},"米国株は反発。8月22日終値は",[22,10505,10507],{"href":6542,"rel":10506},[26],"NYダウ+0.98%（53,277ドル）、S&P500+0.43%（7,674ポイント）、ナスダック+0.43%","となった。",[11,10510,10511,10512,10517,10518,10523],{},"為替の文脈では、日本と米国は",[22,10513,10516],{"href":10514,"rel":10515},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN108YP0Q6A810C2000000\u002F",[26],"7月31日に協調為替介入","（日本にとって2011年以来15年ぶり）を実施し、円相場はいったん157円台まで戻した。しかし",[22,10519,10522],{"href":10520,"rel":10521},"https:\u002F\u002Fwww.smd-am.co.jp\u002Fmarket\u002Fichikawa\u002F2026\u002F08\u002Firepo260812\u002F",[26],"8月中旬以降に再び159円台まで下落","し、介入による上昇幅の半分以上を失っている状況だ。",[15,10525,45],{"id":45},[11,10527,10528,10529,10534],{},"米国経済の底堅さ（PMI過去最高）が確認されるなか、日米金利差が縮まりにくい環境ではドル高・円安の構造的な圧力は続きやすい。",[22,10530,10533],{"href":10531,"rel":10532},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260803.html",[26],"野村総合研究所の試算","では、2022年初の115円程度からの約39%の円安によって4人世帯の家計負担は年間約4.7万円増加しているとされており、輸入食材・エネルギーのコスト高が引き続き日用品価格に反映されやすい局面と言えそうだ。",[15,10536,51],{"id":51},[11,10538,10539],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・通貨ペアの売買を推奨するものではなく、将来の相場や物価動向を保証しません。最終的な投資・資産運用の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":10541},[10542,10543,10544],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月21日の米国総合PMIが過去最高（56.0）を記録しドル買いが優勢に。ドル円は159円01銭で引け、7月末の日米協調介入で得た上昇分の半分以上を失った。輸入コストの高止まりが続くなか、家計への物価圧力は払拭されていない。",{},"\u002Freading\u002Farticles\u002F2026-08-23-us-pmi-record-dollar-yen-159","2026-08-23T09:00:00+09:00",{"title":10474,"description":10545},"reading\u002Farticles\u002F2026-08-23-us-pmi-record-dollar-yen-159",[236,73],"qNG29OsXfjLxYMq2sINy6akWQO_ZqFDNyB3f_MTGHI0",{"id":10554,"title":10555,"author":6,"body":10556,"category":62,"dataDate":6,"date":10616,"description":10617,"extension":65,"image":6,"meta":10618,"navigation":67,"path":10619,"publishedAt":10620,"seo":10621,"stem":10622,"tags":10623,"type":6,"updated":6,"__hash__":10624},"articles\u002Freading\u002Farticles\u002F2026-08-22-boj-rate-hike-september-cpi.md","7月CPI加速で日銀9月利上げ観測が強まる｜変動ローン金利に注意",{"type":8,"value":10557,"toc":10611},[10558,10561,10563,10577,10594,10601,10603,10606,10608],[11,10559,10560],{},"7月の消費者物価指数（生鮮食品を除くコアCPI）が前年比＋1.8%となり、6月の＋1.6%から加速しました。2%の日銀目標には届かないものの、市場では9月の追加利上げをほぼ織り込む動きが広がっています。",[15,10562,17],{"id":17},[11,10564,10565,10566,10571,10572,42],{},"総務省が発表した",[22,10567,10570],{"href":10568,"rel":10569},"https:\u002F\u002Fwww.stat.go.jp\u002Fdata\u002Fcpi\u002Fsokuhou\u002Ftsuki\u002Findex-z.html",[26],"7月の消費者物価指数","によると、生鮮食品を除くコアCPIは前年同月比＋1.8%と前月（＋1.6%）から加速。全体（総合）は＋1.9%でした。2%を下回るのは7カ月連続ですが、伸び率は高止まりしています（",[22,10573,10576],{"href":10574,"rel":10575},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376729",[26],"みんかぶ・2026年8月21日報道",[11,10578,10579,10580,10585,10586,10589,10590,10593],{},"日銀は7月末の金融政策決定会合で政策金利を1.0%に据え置いたものの、9月17〜18日の次回会合で1.25%への引き上げを検討しているとロイターなどが報道しています（",[22,10581,10584],{"href":10582,"rel":10583},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fc35f361a82d109476a761ce54e179e5cdc3a9cc5",[26],"Yahoo!ニュース・ロイター","）。野村證券も9月利上げをメインシナリオに変更しており（",[22,10587,5810],{"href":5808,"rel":10588},[26],"）、",[22,10591,10442],{"href":6152,"rel":10592},[26],"は市場の9月利上げ予想が8割に迫ると伝えています。",[11,10595,10596,10597,42],{},"背景にあるのは円安による輸入コストの高止まりです。7月の輸入物価指数（円ベース）は前年比＋29.1%と高水準にあり、日銀は2026年9月以降のインフレが目標を「明らかに上回る」と警戒しています（",[22,10598,10600],{"href":10260,"rel":10599},[26],"Bloomberg・2026年8月20日",[15,10602,45],{"id":45},[11,10604,10605],{},"政策金利が1.25%に上がれば、変動型住宅ローンの基準金利も同方向に動く可能性があります。2024年以降の連続利上げで変動金利はすでに数回引き上げられており、今後も段階的な上昇が続くとみておくのが無難でしょう。食料品や光熱費の価格上昇に加え、ローン返済額の増加も家計に重なる局面です。一方で、円高方向への修正が進めば輸入物価の押し上げ圧力が和らぐ可能性もあり、金利・為替ともに今後の動向を継続的に確認することが重要です。",[15,10607,51],{"id":51},[11,10609,10610],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金利動向の予測は不確かであり、将来の政策変更や家計への影響を保証するものではありません。住宅ローンの見直しなど重要な判断はご自身の責任で、必要に応じて専門家にご相談ください。",{"title":56,"searchDepth":57,"depth":57,"links":10612},[10613,10614,10615],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-22","7月の消費者物価指数（コアCPI）が前年比＋1.8%に加速し、日銀が9月に政策金利を1.25%へ引き上げる観測が高まっています。変動型住宅ローンを抱える家庭への影響を整理します。",{},"\u002Freading\u002Farticles\u002F2026-08-22-boj-rate-hike-september-cpi","2026-08-22T20:00:00+09:00",{"title":10555,"description":10617},"reading\u002Farticles\u002F2026-08-22-boj-rate-hike-september-cpi",[236,73],"Nnl8teMyN8oULAvIriHviBsy9mq_EsyDwqxo3_7lAd4",{"id":10626,"title":10627,"author":6,"body":10628,"category":62,"dataDate":6,"date":10616,"description":10755,"extension":65,"image":6,"meta":10756,"navigation":67,"path":10757,"publishedAt":10758,"seo":10759,"stem":10760,"tags":10761,"type":6,"updated":6,"__hash__":10762},"articles\u002Freading\u002Farticles\u002F2026-08-22-kojin-kokusai-august-2026-rising-rates.md","個人向け国債8月号・変動10年が年1.87%——長期金利高水準で安全資産の魅力が増す",{"type":8,"value":10629,"toc":10750},[10630,10646,10648,10653,10660,10716,10724,10729,10740,10742,10745,10747],[11,10631,10632,10633,10636,10637,10640,10641,42],{},"長期金利の上昇が続くなか、今月募集中の個人向け国債が近年にない水準の利回りを示している。8月の募集（8月6日〜31日）では、変動10年が",[33,10634,10635],{},"年1.87%","、固定5年が",[33,10638,10639],{},"年2.06%","、固定3年が**年1.71%**と、インフレ率に近い水準の利息が得られる状態になった（",[22,10642,10645],{"href":10643,"rel":10644},"https:\u002F\u002Fmoney-pro.net\u002Fassetmanagement\u002F202608kokusai\u002F",[26],"money-pro.net 2026年8月版",[15,10647,17],{"id":17},[11,10649,10650],{},[33,10651,10652],{},"■ 個人向け国債8月号の利率",[11,10654,10655,10656,42],{},"財務省が8月6日〜31日に募集している個人向け国債の適用金利（税引き前）は以下のとおり（",[22,10657,10659],{"href":10643,"rel":10658},[26],"money-pro.net",[2752,10661,10662,10675],{},[2755,10663,10664],{},[2758,10665,10666,10669,10672],{},[2761,10667,10668],{},"種類",[2761,10670,10671],{},"利率（年・税引き前）",[2761,10673,10674],{},"10万円あたり年間利息（税引き後）",[2768,10676,10677,10690,10703],{},[2758,10678,10679,10682,10687],{},[2773,10680,10681],{},"変動10年",[2773,10683,10684],{},[33,10685,10686],{},"1.87%",[2773,10688,10689],{},"約1,490円",[2758,10691,10692,10695,10700],{},[2773,10693,10694],{},"固定5年",[2773,10696,10697],{},[33,10698,10699],{},"2.06%",[2773,10701,10702],{},"約1,642円",[2758,10704,10705,10708,10713],{},[2773,10706,10707],{},"固定3年",[2773,10709,10710],{},[33,10711,10712],{},"1.71%",[2773,10714,10715],{},"約1,363円",[11,10717,10718,10719,42],{},"変動10年の利率は長期金利（10年国債利回り）に連動する仕組みで、今年に入ってから段階的に上昇してきた。10年国債利回りは先週（8月18〜21日）に一時2.95%まで上昇後、21日は2.83%前後で推移しており、歴史的な高水準が続いている（",[22,10720,10723],{"href":10721,"rel":10722},"https:\u002F\u002Ftradingeconomics.com\u002Fjapan\u002Fgovernment-bond-yield",[26],"Trading Economics – Japan 10-Year Bond Yield",[11,10725,10726],{},[33,10727,10728],{},"■ 住宅ローン固定金利は3%台後半に",[11,10730,10731,10732,10735,10736,42],{},"金利上昇の恩恵を受ける「貯める側」と裏腹に、「借りる側」には逆風が続いている。8月時点で大手銀行の10年固定住宅ローン金利は**3.780%",[33,10733,10734],{},"前後まで上昇。変動金利は平均","1.082%**と依然低水準だが、ネット銀行（ドコモSMTBネット銀行・楽天銀行など）が相次いで変動金利を引き上げており、今後の上昇余地が意識されている（",[22,10737,10739],{"href":438,"rel":10738},[26],"モゲチェック・2026年8月住宅ローン金利動向",[15,10741,45],{"id":45},[11,10743,10744],{},"個人向け国債の変動10年は元本割れなしで半年ごとに金利が見直される国の債券であり、日銀が追加利上げに動くと読むなら利率がさらに上振れる可能性がある。一方で固定住宅ローンを検討中の家庭にとっては、金利が高止まりするほど毎月の返済負担が増すタイミングとなっており、長期固定か変動か の選択が一層難しくなっている局面だ。",[15,10746,51],{"id":51},[11,10748,10749],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個人向け国債の購入や住宅ローンの借り入れを推奨するものではなく、将来の金利・物価を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":10751},[10752,10753,10754],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月6日〜31日に募集中の個人向け国債は変動10年が年1.87%、固定5年が年2.06%と近年で最高水準。一方で住宅ローン固定金利も3.78%（10年）まで上昇しており、金利上昇が「貯める側」と「借りる側」で逆向きに作用している。",{},"\u002Freading\u002Farticles\u002F2026-08-22-kojin-kokusai-august-2026-rising-rates","2026-08-22T13:00:00+09:00",{"title":10627,"description":10755},"reading\u002Farticles\u002F2026-08-22-kojin-kokusai-august-2026-rising-rates",[236,74],"_AssEAK-kN-zNnx3e2chCon9TiHuDnNjzd4YKLeEaBk",{"id":10764,"title":10765,"author":6,"body":10766,"category":62,"dataDate":6,"date":10616,"description":10850,"extension":65,"image":6,"meta":10851,"navigation":67,"path":10852,"publishedAt":10853,"seo":10854,"stem":10855,"tags":10856,"type":6,"updated":6,"__hash__":10857},"articles\u002Freading\u002Farticles\u002F2026-08-22-nvidia-earnings-jackson-hole-preview.md","今週の焦点はエヌビディア決算とジャクソンホール——先週の米株は週間下落",{"type":8,"value":10767,"toc":10845},[10768,10771,10773,10778,10789,10797,10808,10813,10835,10837,10840,10842],[11,10769,10770],{},"先週（8月18〜21日）の米国株式市場は、長期国債利回りの急騰が全週を通じて相場を揺さぶった。週末（21日）に反発したものの、S&P 500は週間で1.4%安、ナスダックは同2.0%安と3週ぶりの週間下落で終えた。",[15,10772,17],{"id":17},[11,10774,10775],{},[33,10776,10777],{},"8月21日（金）終値と週間騰落",[443,10779,10780,10783,10786],{},[446,10781,10782],{},"ダウ平均: 53,277.01（前日比 +0.98% \u002F 週間 −0.8%）",[446,10784,10785],{},"S&P 500: 7,674.37（+0.43% \u002F 週間 −1.4%）",[446,10787,10788],{},"ナスダック: 26,180.46（+0.43% \u002F 週間 −2.0%）",[11,10790,10791,10792],{},"出典: ",[22,10793,10796],{"href":10794,"rel":10795},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-friday-august-21-dow-sp-500-nasdaq-bitcoin-080533702.html",[26],"Yahoo Finance – Stock market today, Friday Aug. 21, 2026",[11,10798,10799,10800,10803,10804,42],{},"週を通じた下落の主因は",[33,10801,10802],{},"長期債の売りが株式に波及したこと","。30年米国債利回りが週中に2007年以来の最高水準まで上昇するなど長期金利が急騰し、高バリュエーションの成長株を中心に売りを誘った。週を通じて上下した結果、恐怖指数（VIX）は週間7.5%上昇し16.01で終えた（",[22,10805,10807],{"href":10794,"rel":10806},[26],"Yahoo Finance 同上",[11,10809,10810],{},[33,10811,10812],{},"今週（8月22〜28日）の注目2イベント",[10814,10815,10816,10827],"ol",{},[446,10817,10818,10821,10822,42],{},[33,10819,10820],{},"エヌビディア（NVDA）決算","（8月26日・引け後）: アナリスト予想の売上高は930〜950億ドル（前年同期比約67%増）と伝えられており、AIチップ需要の現況と先行き見通しが示される。決算の結果次第で半導体セクター全体の方向感が決まる可能性が高い（",[22,10823,10826],{"href":10824,"rel":10825},"https:\u002F\u002Fintellectia.ai\u002Fblog\u002Fnvidia-q2-earnings-preview-august-19-2026",[26],"Intellectia AI – Nvidia Q2 FY27 Preview",[446,10828,10829,10831,10832,42],{},[33,10830,10184],{},"（年次シンポジウム）: 連邦準備制度理事会（Fed）当局者らが年次シンポジウムに集まる。当局者の発言いかんで利下げペースの市場織り込みが変わりやすく、金利・為替への影響が注目される（",[22,10833,10807],{"href":10794,"rel":10834},[26],[15,10836,45],{"id":45},[11,10838,10839],{},"エヌビディア決算が市場予想を大きく上回れば、AI・半導体セクターへの楽観が戻り、東京市場でも半導体装置関連株（アドバンテスト・東京エレクトロンなど）に連動した動きが出やすい。一方、「予想並み」か下振れとなった場合は、先週の長期金利上昇の余韻が残るなかで再びリスクオフに傾く展開も考えられる。ジャクソンホールで利下げペースの後退が示唆されれば日米金利差が縮まりにくくなり、円安圧力が続く方向に働く点も家計目線では気になるところだ。",[15,10841,51],{"id":51},[11,10843,10844],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や将来の相場・為替を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":10846},[10847,10848,10849],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"先週の米国市場は長期債利回り急騰で主要3指数が週間下落（S&P500 −1.4%、ナスダック −2.0%）。今週はエヌビディア決算（26日）とジャクソンホール会議が円相場・国内株の方向を左右する。",{},"\u002Freading\u002Farticles\u002F2026-08-22-nvidia-earnings-jackson-hole-preview","2026-08-22T09:00:00+09:00",{"title":10765,"description":10850},"reading\u002Farticles\u002F2026-08-22-nvidia-earnings-jackson-hole-preview",[164,73],"TdUkT4MjgTQ5GrLGXHOG4ByO83IJPY06xzm8pYhDw_4",{"id":10859,"title":10860,"author":6,"body":10861,"category":62,"dataDate":6,"date":10922,"description":10923,"extension":65,"image":6,"meta":10924,"navigation":67,"path":10925,"publishedAt":10926,"seo":10927,"stem":10928,"tags":10929,"type":6,"updated":6,"__hash__":10930},"articles\u002Freading\u002Farticles\u002F2026-08-21-walmart-earnings-consumer-warning.md","ウォルマート急落が波及、日経平均200円安――米消費減速が日本株に影",{"type":8,"value":10862,"toc":10917},[10863,10866,10868,10881,10896,10908,10910,10913,10915],[11,10864,10865],{},"米国の小売最大手ウォルマートが発表した5〜7月期（Q2）決算が市場に波紋を広げ、8月21日の東京市場も終日軟調に推移しました。消費関連株を中心に売りが続き、日経平均株価は前日比200円安で反落して引けています。",[15,10867,17],{"id":17},[11,10869,10870,10871,10874,10875,10880],{},"ウォルマートが8月20日（日本時間21日未明）に発表した第2四半期決算で、米国内の既存店売上高の伸びが前年同期比 ",[33,10872,10873],{},"+2.6%"," にとどまりました。市場予想の +3.7% を大幅に下回り、",[22,10876,10879],{"href":10877,"rel":10878},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN200EJ0Q6A820C2000000\u002F",[26],"6年以上ぶりの低成長","です。ガソリン高で消費者の財布が締まったことや、政府の薬価引き下げ交渉で薬局部門が打撃を受けたことが主な要因とされています。",[11,10882,10883,10884,10889,10890,10895],{},"この結果を受け、ウォルマート株は",[22,10885,10888],{"href":10886,"rel":10887},"https:\u002F\u002Fforbesjapan.com\u002Farticles\u002Fdetail\u002F103279",[26],"一時9%超急落","。前日の米国株式市場ではダウ平均も ",[22,10891,10894],{"href":10892,"rel":10893},"https:\u002F\u002Ftopics.smt.docomo.ne.jp\u002Farticle\u002Freuters\u002Fbusiness\u002Freuters-20260821009",[26],"703ドル安"," と大きく下げ、消費関連セクター全体に売りが波及しました。",[11,10897,10898,10899,10902,10903,10907],{},"8月21日の東京市場はその流れを引き継ぎ、日経平均株価は終値 ",[33,10900,10901],{},"66,016円36銭（前日比 −200円43銭、−0.30%）"," で反落しました（",[22,10904,1713],{"href":10905,"rel":10906},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F765236\u002F",[26],"）。消費・小売関連銘柄を中心に下げが広がりましたが、下げ幅は売り一巡後に縮小し、全面安とはなりませんでした。",[15,10909,45],{"id":45},[11,10911,10912],{},"ウォルマートの既存店売上高は米国消費の健全度を示す指標の一つで、「消費の体温計」とも呼ばれます。今回の結果は、インフレ長期化によって実質購買力が徐々に削られてきた米家計が、本格的な支出抑制フェーズに入りつつある可能性を示唆しています。米国消費が鈍化すれば、輸出依存度の高い日本企業の業績にも影響が出やすく、引き続き注視が必要です。国内では日銀の9月追加利上げ観測も続いており、ドル高・円安の一服感が輸入インフレを和らげる方向に働くかどうかも焦点です。",[15,10914,51],{"id":51},[11,10916,54],{},{"title":56,"searchDepth":57,"depth":57,"links":10918},[10919,10920,10921],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-21","米ウォルマートの米国内既存店売上高が6年超ぶりの低成長となり株価が約9%急落。その余波で8月21日の日経平均も66,016円で反落し、米国消費の先行きへの警戒感が広がっています。",{},"\u002Freading\u002Farticles\u002F2026-08-21-walmart-earnings-consumer-warning","2026-08-21T20:00:00+09:00",{"title":10860,"description":10923},"reading\u002Farticles\u002F2026-08-21-walmart-earnings-consumer-warning",[164,73],"rmqkFBveuVEV2o9rswuJqaURYu4BspYQTqu98ECUxxE",{"id":10932,"title":10933,"author":6,"body":10934,"category":62,"dataDate":6,"date":10922,"description":11054,"extension":65,"image":6,"meta":11055,"navigation":67,"path":11056,"publishedAt":11057,"seo":11058,"stem":11059,"tags":11060,"type":6,"updated":6,"__hash__":11061},"articles\u002Freading\u002Farticles\u002F2026-08-21-cpi-july-boj-rate-hike.md","7月CPI前年比+1.9%、日銀9月利上げ観測が強まる──前場の日経平均は208円安",{"type":8,"value":10935,"toc":11049},[10936,10943,10945,10950,10957,11007,11013,11018,11028,11033,11039,11041,11044,11046],[11,10937,10938,10939,10942],{},"本日（8月21日）朝、総務省が発表した7月の消費者物価指数（CPI）は総合で前年比**+1.9%",[33,10940,10941],{},"、生鮮食品を除くコアCPIは","+1.8%**（前月+1.6%）と2カ月連続で伸びが拡大。日本銀行の9月追加利上げ観測が一段と強まる中、東京株式市場の前場は売りが先行し、日経平均は一時900円超安となった。",[15,10944,17],{"id":17},[11,10946,10947],{},[33,10948,10949],{},"■ 7月CPI（2026年8月21日発表）",[11,10951,10952,10956],{},[22,10953,10955],{"href":10568,"rel":10954},[26],"総務省統計局","が本日発表した7月の全国消費者物価指数（2025年＝100）は以下のとおり。",[2752,10958,10959,10971],{},[2755,10960,10961],{},[2758,10962,10963,10965,10968],{},[2761,10964,10287],{},[2761,10966,10967],{},"7月前年比",[2761,10969,10970],{},"前月前年比",[2768,10972,10973,10984,10995],{},[2758,10974,10975,10977,10981],{},[2773,10976,9055],{},[2773,10978,10979],{},[33,10980,9060],{},[2773,10982,10983],{},"+1.7%",[2758,10985,10986,10988,10992],{},[2773,10987,9068],{},[2773,10989,10990],{},[33,10991,1744],{},[2773,10993,10994],{},"+1.6%",[2758,10996,10997,11000,11004],{},[2773,10998,10999],{},"コアコア（食料・エネルギー除く）",[2773,11001,11002],{},[33,11003,9060],{},[2773,11005,11006],{},"—",[11,11008,11009,11010,42],{},"コアCPIは7カ月連続で日銀の目標（2%）を下回っているものの、2カ月連続で伸びが拡大しており、市場では9月会合での0.25%利上げがほぼ織り込み済みとなっている（",[22,11011,332],{"href":10574,"rel":11012},[26],[11,11014,11015],{},[33,11016,11017],{},"■ 前場の株式市場",[11,11019,11020,11024,11025,10500],{},[22,11021,1713],{"href":11022,"rel":11023},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F765205",[26],"によると、前日20日の米国株安を受けた売りが先行し、日経平均は午前10時6分に956円安（65,260円）まで下落。その後、フジクラ・アドバンテスト・東京エレクトロンなどへの押し目買いが入り、前場終値は",[33,11026,11027],{},"208円34銭安の66,008円45銭",[11,11029,11030],{},[33,11031,11032],{},"■ 円相場・貿易赤字",[11,11034,11035,11036,42],{},"為替は1ドル＝158円台と前日より若干円高方向だが、7月の貿易収支が6,345億円の赤字（前年比約4倍に拡大）となっており、構造的な円売り圧力が続いている（",[22,11037,332],{"href":10574,"rel":11038},[26],[15,11040,45],{"id":45},[11,11042,11043],{},"CPIの伸びが続く中で日銀利上げが近づくと、住宅ローン（変動金利）や家計の借入コストへの影響が意識されやすい。一方、利上げ期待が高まることで円高方向への動きが生じれば、輸入物価を通じた生活コストの上昇圧力が和らぐ面もある。貿易赤字の拡大は円安方向の逆風で、両方向の綱引きが続いている形だ。株式市場では金利上昇で割高感が出やすいグロース銘柄よりも、内需系の景気敏感株や配当株に資金が向かいやすい局面と言えそうだ。",[15,11045,51],{"id":51},[11,11047,11048],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・資産の売買を推奨するものではなく、将来の相場・物価・金利の推移を保証しません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":11050},[11051,11052,11053],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月21日発表の7月消費者物価指数（総合）が前年比+1.9%と2カ月連続で伸び拡大。日銀の次回利上げ観測が高まる中、前場の日経平均は一時900円超安と弱含みで推移した。",{},"\u002Freading\u002Farticles\u002F2026-08-21-cpi-july-boj-rate-hike","2026-08-21T13:00:00+09:00",{"title":10933,"description":11054},"reading\u002Farticles\u002F2026-08-21-cpi-july-boj-rate-hike",[236,73],"uz6nxgcxRV4MFnZOi-esyc8ORxWkparRlWoxVx9hPTk",{"id":11063,"title":11064,"author":6,"body":11065,"category":62,"dataDate":6,"date":10922,"description":11168,"extension":65,"image":6,"meta":11169,"navigation":67,"path":11170,"publishedAt":11171,"seo":11172,"stem":11173,"tags":11174,"type":6,"updated":6,"__hash__":11175},"articles\u002Freading\u002Farticles\u002F2026-08-21-us-yields-rise-stocks-fall-yen-weak.md","米長期金利が再び上昇、ウォルマート急落でNY株3指数安－円安は159円台",{"type":8,"value":11066,"toc":11163},[11067,11070,11072,11077,11088,11100,11104,11112,11115,11120,11123,11128,11133,11141,11153,11155,11158,11160],[11,11068,11069],{},"8月20日（木）の米国株式市場は、米長期金利の再上昇を受けて主要3指数が下落した。財務省による国債買い戻し（バイバック）介入で一時は落ち着きを取り戻した金利だが、効果は短命に終わり、買い持ちポジションを巻き戻す動きが優勢となった。",[15,11071,17],{"id":17},[11,11073,11074],{},[33,11075,11076],{},"主要指数の動き（8月20日終値）",[443,11078,11079,11082,11085],{},[446,11080,11081],{},"ダウ平均: 52,759ドル前後（前日比 −約700ドル・−1.3%）",[446,11083,11084],{},"S&P 500: 7,641（−0.87%）",[446,11086,11087],{},"ナスダック: 26,067（−1.0%）",[11,11089,10791,11090,9403,11095],{},[22,11091,11094],{"href":11092,"rel":11093},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-thursday-august-20-dow-sp-500-nasdaq-081139322.html",[26],"Yahoo Finance – Stock market today (Aug. 20, 2026)",[22,11096,11099],{"href":11097,"rel":11098},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-aug-20-2026",[26],"TheStreet – Aug. 20, 2026",[11,11101,11102],{},[33,11103,2670],{},[443,11105,11106,11109],{},[446,11107,11108],{},"10年債利回り: 4.69%（前日比 +4bp）",[446,11110,11111],{},"30年債利回り: 5.24%（+4bp）",[11,11113,11114],{},"財務長官ベセント氏が打ち出した国債買い戻し策が利回り上昇を抑えると期待されていたが、結果的に一時的な落ち着きにとどまった。長期金利の上昇は住宅ローンや企業の借り入れコストを押し上げ、バリュエーション面での株式の割高感を強める。",[11,11116,11117],{},[33,11118,11119],{},"ウォルマート株の急落",[11,11121,11122],{},"米大手小売ウォルマートは「ガソリン価格の高止まりで消費者が商品選択を変えている」と述べ、株価は約9%超下落した。消費の先行き不安を示すシグナルとして市場に警戒感を広げた。",[11,11124,10791,11125],{},[22,11126,10807],{"href":11092,"rel":11127},[26],[11,11129,11130],{},[33,11131,11132],{},"ドル円・日本株先物",[443,11134,11135,11138],{},[446,11136,11137],{},"ドル円: 159円台前後（円安継続）",[446,11139,11140],{},"シカゴ日経平均先物: 65,380円（大証終値比 −約1.5%）",[11,11142,10791,11143,9403,11148],{},[22,11144,11147],{"href":11145,"rel":11146},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376702",[26],"みんかぶ – NY各市場 8月21日 04:20",[22,11149,11152],{"href":11150,"rel":11151},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F21\u002F074818",[26],"外為どっとコム – 8月21日の見通し",[15,11154,45],{"id":45},[11,11156,11157],{},"10年債利回りが4.7%近辺に戻った水準は、米株の利益成長期待と拮抗しやすいゾーンとされる。ウォルマートの消費者行動の変化（ガソリン高→買い控え）は米国内インフレの「生活直撃」局面を示唆しており、FRBの利下げペースが想定より遅くなるとの見方が再浮上しやすい。円安が159円台で推移している点は輸入物価を通じて国内のエネルギー・食品コストを押し上げる方向に働くため、家計のインフレ防衛の観点からも引き続き注目しておきたい。",[15,11159,51],{"id":51},[11,11161,11162],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の投資行動を推奨するものではなく、将来の相場や為替を保証しません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11164},[11165,11166,11167],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月20日の米国市場は長期金利の再上昇とウォルマートの急落を受けてダウが約700ドル下落。円安も継続し、本日の日本市場や家計への影響が注目される。",{},"\u002Freading\u002Farticles\u002F2026-08-21-us-yields-rise-stocks-fall-yen-weak","2026-08-21T09:00:00+09:00",{"title":11064,"description":11168},"reading\u002Farticles\u002F2026-08-21-us-yields-rise-stocks-fall-yen-weak",[164,236],"lcQNOdMHJdpfUgyRd6WodTHpF7TXrvW7Z4zYashHjRE",{"id":11177,"title":11178,"author":6,"body":11179,"category":62,"dataDate":6,"date":11240,"description":11241,"extension":65,"image":6,"meta":11242,"navigation":67,"path":11243,"publishedAt":11244,"seo":11245,"stem":11246,"tags":11247,"type":6,"updated":6,"__hash__":11248},"articles\u002Freading\u002Farticles\u002F2026-08-20-nikkei-890-rebound-us-rate-drop.md","日経平均3日ぶり反発・890円高、米金利急低下が下支え　円は158円台で推移",{"type":8,"value":11180,"toc":11235},[11181,11188,11190,11202,11210,11225,11227,11230,11232],[11,11182,11183,11184,11187],{},"8月20日の東京株式市場で、日経平均株価は前日比890.37円高（+1.36%）の",[33,11185,11186],{},"66,216.79円","で取引を終え、3日ぶりに反発した。直近2日間の下落で「売られすぎ」となっていた銘柄を中心に買い戻しが広がった。",[15,11189,17],{"id":17},[11,11191,11192,11193,11196,11197,42],{},"前夜の米国市場でNYダウ・S&P500・ナスダック総合の主要3指数が揃って上昇し、その流れを東京市場が引き継いだ形だ。背景には、",[33,11194,11195],{},"米財務省が超長期国債の買い入れ消却（バイバック）規模の倍増以上を発表","したことで日米の長期金利が急低下し、株式に資金が流入しやすくなったことがある（",[22,11198,11201],{"href":11199,"rel":11200},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-20\u002FTK09E8T96OSG00",[26],"Bloomberg, 2026-08-20",[11,11203,11204,11205,42],{},"東証プライム市場では日経平均構成銘柄182銘柄が値上がり。ソフトバンクグループやファーストリテイリングが指数の上昇に寄与し、輸送用機器・電気ガス・医薬品などが買われた。一方、銀行・保険・鉄鋼は下落した（",[22,11206,11209],{"href":11207,"rel":11208},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F0ed09aa8687b416ffbf46b85f7fbcf3f2a0fef49",[26],"THE GOLD ONLINE \u002F Yahoo!ニュース, 2026-08-20",[11,11211,11212,11213,4697,11216,11219,11220,42],{},"円相場は1ドル158円台前半で推移した。米金利低下を受けて前日午後の159円台からやや円高方向に振れたが、",[33,11214,11215],{},"依然として円安水準が続いている",[22,11217,11201],{"href":11199,"rel":11218},[26],"）。また、日銀は輸入物価の上昇・AI関連需要の拡大・エネルギー価格の動向を物価上振れリスクとして警戒しており、9月の追加利上げ観測が浮上している（",[22,11221,11224],{"href":11222,"rel":11223},"https:\u002F\u002Fwww.chiba-tv.com\u002Fplus\u002Fdetail\u002F2026081910286",[26],"チバテレ、2026-08-19",[15,11226,45],{"id":45},[11,11228,11229],{},"今日の株価反発は米金利政策の動きに乗じた短期的な買い戻しが主因とみられる。家計目線では、円安水準の継続によって輸入物価（食料・エネルギー）への上昇圧力が残る一方、日銀が追加利上げに踏み切った場合は変動型住宅ローンの金利が引き上がる可能性があり、二方向のコスト増に注意したい局面と言えそうだ。",[15,11231,51],{"id":51},[11,11233,11234],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の価格や経済状況を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11236},[11237,11238,11239],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-20","8月20日の東京株式市場は前日比890円高の66,216円で引け。米財務省の国債バイバック拡大による金利低下が株式に追い風となった。円安と日銀の追加利上げ観測は続いており、家計コストへの目配りが必要な局面。",{},"\u002Freading\u002Farticles\u002F2026-08-20-nikkei-890-rebound-us-rate-drop","2026-08-20T20:00:00+09:00",{"title":11178,"description":11241},"reading\u002Farticles\u002F2026-08-20-nikkei-890-rebound-us-rate-drop",[73,236],"WscUNL7WO2m4MwzhvM149Kncf3iX8zt4wyLt21uRIw8",{"id":11250,"title":11251,"author":6,"body":11252,"category":62,"dataDate":6,"date":11240,"description":11304,"extension":65,"image":6,"meta":11305,"navigation":67,"path":11306,"publishedAt":11307,"seo":11308,"stem":11309,"tags":11310,"type":6,"updated":6,"__hash__":11311},"articles\u002Freading\u002Farticles\u002F2026-08-20-nikkei-morning-rebound-us-treasury.md","前場の日経平均が656円高で3日ぶり反発——米財務省の国債買い戻し拡大で長期金利低下",{"type":8,"value":11253,"toc":11299},[11254,11261,11263,11275,11282,11289,11291,11294,11296],[11,11255,11256,11257,11260],{},"前日の米国市場が4日ぶりに反発した流れを受け、8月20日（木）の東京株式市場は幅広い銘柄に買いが先行した。日経平均株価は前日比",[33,11258,11259],{},"656円07銭高の6万5982円49銭","で前場（午前の取引）を終え、3日ぶりに値を戻した。",[15,11262,17],{"id":17},[11,11264,11265,11266,11269,11270,42],{},"米財務省が8月19日（現地時間）、保有国債の",[33,11267,11268],{},"買い戻しオペ規模を最大40億ドルに拡大する","と発表した。この発表が国債需要を下支えし、米長期金利が低下。NYダウ工業株30種平均とナスダック総合指数がそろって4日ぶりに反発し、その流れが翌朝の東京市場に波及した（",[22,11271,11274],{"href":11272,"rel":11273},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F765049",[26],"株式新聞Web 8月20日付",[11,11276,11277,11278,11281],{},"日経平均は午前10時2分頃に一時",[33,11279,11280],{},"979円50銭高の6万6305円92銭","まで買われる場面もあったが、自律反発（下げ過ぎた反動での買い）の色合いが強く、買い一巡後は伸び悩んだ。業種別では非鉄金属・輸送用機器・情報通信など30業種が上昇し、海運・倉庫運輸など3業種が下落した。",[11,11283,11284,11285,11288],{},"為替は1ドル＝",[33,11286,11287],{},"158円台前半","で推移し、前日の159円台からやや円高方向に振れている（同出典）。",[15,11290,45],{"id":45},[11,11292,11293],{},"米財務省の買い戻し拡大は国債需要を押し上げることで金利上昇圧力を緩和する効果がある。長期金利が落ち着くと株式の割引率が下がり、日米双方の株式市場の追い風になりやすい。ただ、今前場は「自律反発狙い」の側面が強く、午後以降の米国市場の動きや円相場次第で方向感が変わる場面も想定される。",[15,11295,51],{"id":51},[11,11297,11298],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・相場・為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11300},[11301,11302,11303],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米財務省が国債の買い戻しオペを最大40億ドルに拡大すると発表し米長期金利が低下。NYダウ・ナスダックが反発した流れを受け、8月20日前場の日経平均は656円高の65,982円で引けた。",{},"\u002Freading\u002Farticles\u002F2026-08-20-nikkei-morning-rebound-us-treasury","2026-08-20T13:00:00+09:00",{"title":11251,"description":11304},"reading\u002Farticles\u002F2026-08-20-nikkei-morning-rebound-us-treasury",[73,164],"uT0b6h6gIJBTrp5AKNKZBZEXclvAN2YqdowPk1Wlj8g",{"id":11313,"title":11314,"author":6,"body":11315,"category":62,"dataDate":6,"date":11240,"description":11379,"extension":65,"image":6,"meta":11380,"navigation":67,"path":11381,"publishedAt":11382,"seo":11383,"stem":11384,"tags":11385,"type":6,"updated":6,"__hash__":11386},"articles\u002Freading\u002Farticles\u002F2026-08-20-us-treasury-buyback-bond-yields.md","米財務省が国債買い戻しを倍増、30年債利回りが急低下 — 日経は前日-2134円急落後の反発なるか",{"type":8,"value":11316,"toc":11374},[11317,11320,11322,11330,11343,11356,11364,11366,11369,11371],[11,11318,11319],{},"米財務省は8月19日（現地時間）、長期国債の買い戻し（バイバック）規模を現行の上限20億ドルから「少なくとも40億ドル以上」に倍増させると発表しました。ほぼ20年ぶり高水準に達していた30年債利回りは急低下し、ニューヨーク株式市場は4日ぶりの小幅反発。一方、前日19日の東京市場はAI・半導体関連株の全面安で日経平均が2,134円安と急落しており、今朝の動きに注目が集まっています。",[15,11321,17],{"id":17},[11,11323,11324,11325,42],{},"8月19日（米国時間）のニューヨーク株式市場では、ダウ平均が前日比119.65ドル高（+0.2%）の5万3,463ドル、S&P500が+0.2%の7,707ポイント、ナスダック総合指数も+0.2%の2万6,331ポイントで引け、いずれも4日ぶりの反発となりました（",[22,11326,11329],{"href":11327,"rel":11328},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-aug-19-2026",[26],"The Street、2026年8月19日",[11,11331,11332,11333,374,11338,42],{},"上昇のきっかけは、スコット・ベッセント財務長官が主導した「国債バイバック倍増」の発表です。対象は10〜30年の中長期ゾーンで、6月末以降に買い手不在が続いていた部分を集中購入します。これを受けて30年債利回りは5.26%台から5.18%台へ、10年債は4.68%台から4.63%台へそれぞれ急低下しました（",[22,11334,11337],{"href":11335,"rel":11336},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F19\u002Ftreasury-announces-upscaled-buyback-operation-for-longer-term-debt-sending-yields-lower.html",[26],"CNBC、2026年8月19日",[22,11339,11342],{"href":11340,"rel":11341},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-19\u002Flong-dated-treasuries-rally-as-treasury-boosts-bond-buybacks",[26],"Bloomberg、2026年8月19日",[11,11344,11345,11346,374,11351,42],{},"一方、東京市場では前日（8月19日 JST）に大幅安が続きました。前日夜の米半導体株安を受けてソフトバンクグループやアドバンテストなどAI・半導体関連銘柄が軒並み売られ、日経平均は前日比2,134円31銭安（−3.16%）の6万5,326円で大引け。トランプ大統領の中東情勢に関するSNS投稿も投資家心理を冷やし、長期金利の上昇による企業業績への懸念が重なりました（",[22,11347,11350],{"href":11348,"rel":11349},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL191GETZ10C26A8000000\u002F",[26],"日本経済新聞、2026年8月19日",[22,11352,11355],{"href":11353,"rel":11354},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fnd-20260819de44933",[26],"NHKニュース、2026年8月19日",[11,11357,11358,11359,42],{},"今朝（8月20日 JST 7時台）のドル円レートは1ドル＝158円11銭前後で、前日より1円超の円安水準となっています（",[22,11360,11363],{"href":11361,"rel":11362},"https:\u002F\u002Fwww.chunichi.co.jp\u002Farticle\u002F1298886",[26],"中日新聞、2026年8月20日",[15,11365,45],{"id":45},[11,11367,11368],{},"米長期金利の急騰が財務省の介入で一服したことで、前日に大きく売られた日本の半導体・グロース株には買い戻しが入りやすい局面です。ただし、バイバックはあくまで需給の応急措置であり、インフレ圧力や財政懸念が再燃すれば金利上昇が戻るリスクも残ります。また、158円台の円安継続は輸出セクターにはプラスである一方、輸入物価を通じた食料品・エネルギーの家計負担が長引く要因にもなりえます。",[15,11370,51],{"id":51},[11,11372,11373],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11375},[11376,11377,11378],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米財務省が長期国債の買い戻し額を少なくとも2倍に拡大すると発表し、20年近くぶり高水準だった30年債利回りが5.26%台から5.18%台へ急低下。前夜のAI・半導体株安で日経が2134円安と大幅続落した後、今日の東京市場がどう動くかを整理します。",{},"\u002Freading\u002Farticles\u002F2026-08-20-us-treasury-buyback-bond-yields","2026-08-20T09:00:00+09:00",{"title":11314,"description":11379},"reading\u002Farticles\u002F2026-08-20-us-treasury-buyback-bond-yields",[164,73],"1jt2x6vGhCZQ2w7xwD0RcVGXOKvoQdSurDbJ0fBqkMo",{"id":11388,"title":11389,"author":6,"body":11390,"category":62,"dataDate":6,"date":11427,"description":11428,"extension":65,"image":6,"meta":11429,"navigation":67,"path":11430,"publishedAt":11431,"seo":11432,"stem":11433,"tags":11434,"type":6,"updated":6,"__hash__":11435},"articles\u002Freading\u002Farticles\u002F2026-08-19-nikkei-semiconductor-selloff.md","日経平均2,134円安、AI・半導体株が総崩れ──30年ぶりの長期金利水準が示すもの",{"type":8,"value":11391,"toc":11422},[11392,11395,11397,11400,11409,11412,11414,11417,11419],[11,11393,11394],{},"8月19日の東京株式市場で、日経平均株価は前日比2,134円31銭安（3.16%）の6万5,326円42銭で取引を終えた。3日続落で、7日以来およそ2週間ぶりに6万6,000円の節目を割り込んだ。東証プライムの値下がり銘柄は全体の7割強に達した。",[15,11396,17],{"id":17},[11,11398,11399],{},"下げを主導したのはAI・半導体関連株だ。前日の米国市場でエヌビディアなど半導体銘柄が約5%下落し、その流れが東京市場に波及した。ソフトバンクグループやキオクシア、フジクラ、古河電気工業などが大幅安となった。",[11,11401,11402,11403,11408],{},"背景にある最大の懸念は世界的な金利上昇圧力だ。米30年物国債利回りが約19年ぶりの高水準に達し、日本の長期金利（新発10年物国債利回り）も",[22,11404,11407],{"href":11405,"rel":11406},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL191NT0Z10C26A8000000\u002F",[26],"2.945%と約30年ぶりの水準","まで上昇した。「PERの高いハイテク銘柄ほど割高感を意識した売りが出やすい」（市場関係者）という状況で、中東情勢の緊張が重なり投資家のリスク回避姿勢が強まった。",[11,11410,11411],{},"円相場は午後に1ドル＝159円台前半で推移。米長期金利の低下局面での円買いが入る一方、依然として円安水準が続いている。",[15,11413,45],{"id":45},[11,11415,11416],{},"金利の上昇は株価の逆風になるだけでなく、住宅ローン（変動型）の返済額や電気・食料品など輸入物価を通じた家計コストにも影響する。日本の長期金利が30年ぶり水準に到達したことは、「コストが静かに上がり続ける」時代が本格化しているサインと受け止めることもできる。株式相場の急落そのものよりも、その裏にある金利・物価の構造変化を長い目で確認しておくことが、日々の家計管理や資産の置き方を考える上で参考になるかもしれない。",[15,11418,51],{"id":51},[11,11420,11421],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・金利・為替水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11423},[11424,11425,11426],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-19","8月19日の日経平均は前日比2,134円安（3.16%）と大幅続落し、6万6,000円の節目を割り込んだ。AI・半導体株の下げが主導し、日本の長期金利も約30年ぶりの水準（2.945%）へ上昇した。",{},"\u002Freading\u002Farticles\u002F2026-08-19-nikkei-semiconductor-selloff","2026-08-19T20:00:00+09:00",{"title":11389,"description":11428},"reading\u002Farticles\u002F2026-08-19-nikkei-semiconductor-selloff",[73,236],"ppcOVO5Crkp9aCCP1_pmVlsasBBDt7JlozZu8eZYZh4",{"id":11437,"title":11438,"author":6,"body":11439,"category":62,"dataDate":6,"date":11427,"description":11503,"extension":65,"image":6,"meta":11504,"navigation":67,"path":11505,"publishedAt":11506,"seo":11507,"stem":11508,"tags":11509,"type":6,"updated":6,"__hash__":11510},"articles\u002Freading\u002Farticles\u002F2026-08-19-nikkei-selloff-morning.md","前場に日経平均が一時2100円安、AI・半導体株に急落",{"type":8,"value":11440,"toc":11498},[11441,11448,11450,11458,11471,11484,11486,11493,11495],[11,11442,11443,11444,11447],{},"19日午前の東京株式市場で日経平均株価が急落した。前場中に一時2100円超の下げ幅を記録し、心理的節目の6万6000円を割り込む場面があった。前場の終値は前日比1736円48銭（2.57%）安の",[33,11445,11446],{},"6万5724円25銭","。10日以来、6営業日ぶりの安値水準となった。",[15,11449,17],{"id":17},[11,11451,11452,11453,42],{},"直接の引き金は前日18日の米国株安だ。フィラデルフィア半導体株指数（SOX）が約5%下落し、東京市場でも東京エレクトロンやキオクシアHDなどAI・半導体関連銘柄に売りが集中した（",[22,11454,11457],{"href":11455,"rel":11456},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL191V90Z10C26A8000000\u002F",[26],"日本経済新聞・前引け概況",[11,11459,11460,11461,11465,11466,42],{},"金利面の逆風も重なった。18日の米30年物国債利回りが一時**5.33%**と19年ぶりの高水準を記録（",[22,11462,315],{"href":11463,"rel":11464},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB190CN0Z10C26A8000000\u002F",[26],"）。日本でも長期金利が前日に約30年ぶりの水準まで上昇しており、高PER銘柄（グロース・ハイテク株）への逆風が強まった（",[22,11467,11470],{"href":11468,"rel":11469},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL190140Z10C26A8000000\u002F",[26],"日本経済新聞・先読み株式相場",[11,11472,11473,11474,11478,11479,42],{},"さらにトランプ大統領がSNSでイランとの交渉を否定する投稿をし、中東の地政学リスクへの警戒感がリスク回避売りを後押しした（",[22,11475,983],{"href":11476,"rel":11477},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F764890",[26],"）。円相場は1ドル＝159円台半ばで推移した（",[22,11480,11483],{"href":11481,"rel":11482},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026081902000005\u002F",[26],"OANDA・外為ニュース",[15,11485,45],{"id":45},[11,11487,11488,11489,42],{},"今回の下落は「米長期金利の高止まり×半導体・AI株安」が同時に来たケース。金利が高いとグロース株の割引率が上がり、特に高PERの銘柄が売られやすい構造になる。NISAで全世界株式や先進国株のインデックスを積み立てている場合、基準価額が短期的に下振れしやすい局面だが、毎月定額を続ける仕組みなら下落局面は平均取得単価を下げる機会にもなる。米長期金利の動向と日銀の次回利上げ観測（市場では9月の確率が約8割との報道）が、当面の相場の主な変数となりそうだ（",[22,11490,2246],{"href":11491,"rel":11492},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-17\u002FTJVXNRKK3NYB00",[26],[15,11494,51],{"id":51},[11,11496,11497],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買や特定の投資行動を推奨するものではなく、将来の株価・市場動向を保証しません。最終的な判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":11499},[11500,11501,11502],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"19日前場の日経平均は一時6万5300円台まで下落。米長期金利が19年ぶりの高水準に達し、AI・半導体関連銘柄に売りが集中した。",{},"\u002Freading\u002Farticles\u002F2026-08-19-nikkei-selloff-morning","2026-08-19T13:00:00+09:00",{"title":11438,"description":11503},"reading\u002Farticles\u002F2026-08-19-nikkei-selloff-morning",[73,164],"2h8GNlZ6ppOfuq7p3MVgPu-k6YHI01LzYFQH5tk9du4",{"id":11512,"title":11513,"author":6,"body":11514,"category":62,"dataDate":6,"date":11427,"description":11611,"extension":65,"image":6,"meta":11612,"navigation":67,"path":11613,"publishedAt":11614,"seo":11615,"stem":11616,"tags":11617,"type":6,"updated":6,"__hash__":11618},"articles\u002Freading\u002Farticles\u002F2026-08-19-us-stocks-semiconductor-selloff-rate-rise.md","前夜の米国市場：ナスダック1.3%安・半導体急落と長期金利上昇、日本株・家計への波及を読む",{"type":8,"value":11515,"toc":11606},[11516,11519,11521,11529,11573,11580,11587,11596,11598,11601,11603],[11,11517,11518],{},"8月18日（月・現地時間）の米国株式市場は、半導体株の下落に引っ張られてナスダックが大幅安となった。世界的な長期金利の上昇も重なり、リスク回避の雰囲気が強まった。今朝の日本市場には連動売りが入りやすい局面だ。",[15,11520,17],{"id":17},[11,11522,11523,11524,42],{},"米国株3指数はいずれも下落して引けた（",[22,11525,11528],{"href":11526,"rel":11527},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376450",[26],"みんかぶ・米国株概況 2026\u002F08\u002F19",[2752,11530,11531,11541],{},[2755,11532,11533],{},[2758,11534,11535,11537,11539],{},[2761,11536,5603],{},[2761,11538,5606],{},[2761,11540,5609],{},[2768,11542,11543,11553,11563],{},[2758,11544,11545,11547,11550],{},[2773,11546,5616],{},[2773,11548,11549],{},"53,343.40",[2773,11551,11552],{},"−116.38（−0.22%）",[2758,11554,11555,11557,11560],{},[2773,11556,7115],{},[2773,11558,11559],{},"7,691.76",[2773,11561,11562],{},"−53.30（−0.69%）",[2758,11564,11565,11567,11570],{},[2773,11566,5638],{},[2773,11568,11569],{},"26,289.71",[2773,11571,11572],{},"−355.20（−1.33%）",[11,11574,11575,11576,42],{},"とくに半導体セクターの下落が目立った。マイクロン（−7.02%）、インテル（−6.58%）、サンディスク（−9.01%）がそれぞれ大きく下げ、ナスダック全体を押し下げた（",[22,11577,11579],{"href":11526,"rel":11578},[26],"みんかぶ",[11,11581,11582,11583,11586],{},"背景には世界的な長期金利の上昇がある。米30年債利回りが2007年以来の高水準に達し、欧州でもフランス・ドイツ国債の利回りが節目水準を突破した（",[22,11584,11579],{"href":11526,"rel":11585},[26],"）。加えて中東情勢への警戒感が原油相場を押し上げ、インフレ再燃への懸念も重なった。",[11,11588,11589,11590,11595],{},"為替はドル円が159円台後半で推移。日銀は2026年6月に政策金利を1.0%に引き上げており（",[22,11591,11594],{"href":11592,"rel":11593},"https:\u002F\u002Fwww.boj.or.jp\u002Fen\u002Fmopo\u002Fmpmdeci\u002Fmpr_2026\u002Fk260616a.pdf",[26],"日本銀行・金融政策決定会合 2026\u002F06\u002F16","）、次の利上げ観測が高まる中でも円安基調が続いている。",[15,11597,45],{"id":45},[11,11599,11600],{},"半導体株の急落は、東京エレクトロン・アドバンテストなど東証の半導体関連銘柄にも連動売りが入りやすい。また米長期金利の上昇がドル高・円安方向に作用すると、輸入コストを通じて食料品やエネルギーの価格上昇が家計に波及しやすくなるため、次回の日銀政策決定会合での対応が引き続き焦点になりそうだ。",[15,11602,51],{"id":51},[11,11604,11605],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・市場動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11607},[11608,11609,11610],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月18日の米国市場でナスダックが1.3%安。半導体株の急落と米30年債利回り2007年以来の高水準が重なり、今日の東証開幕や輸入コスト・円安にどう効きそうか整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-19-us-stocks-semiconductor-selloff-rate-rise","2026-08-19T09:00:00+09:00",{"title":11513,"description":11611},"reading\u002Farticles\u002F2026-08-19-us-stocks-semiconductor-selloff-rate-rise",[164,73],"6R1ZoLNUgdsyqgfJtMe7RRl9JkFGDZsJ_Uq4uDs4mfE",{"id":11620,"title":11621,"author":6,"body":11622,"category":62,"dataDate":6,"date":11684,"description":11685,"extension":65,"image":6,"meta":11686,"navigation":67,"path":11687,"publishedAt":11688,"seo":11689,"stem":11690,"tags":11691,"type":6,"updated":6,"__hash__":11692},"articles\u002Freading\u002Farticles\u002F2026-08-18-nikkei-falls-bond-yield-surge-middle-east.md","日経平均1759円安・長期金利30年ぶり高水準―中東と金利が重なった8月18日",{"type":8,"value":11623,"toc":11679},[11624,11627,11629,11634,11642,11647,11655,11660,11669,11671,11674,11676],[11,11625,11626],{},"8月18日（火）の東京株式市場は、中東情勢の膠着と日米の長期金利上昇が重なり、日経平均株価が前日比1,759円52銭安の6万7,460円73銭で取引を終えた。6営業日ぶりの大幅反落で、下げ幅は今年の目立った下落日の一つとなった。",[15,11628,17],{"id":17},[11,11630,11631],{},[33,11632,11633],{},"株式市場の急落",[11,11635,11636,11637,11641],{},"東証では半導体・AI関連の値がさ株に利益確定売りが集中した。",[22,11638,9776],{"href":11639,"rel":11640},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL184QA0Y6A810C2000000\u002F",[26],"、日米の長期金利上昇を背景に、グロース株の相対的な割高感が意識された格好だ。",[11,11643,11644],{},[33,11645,11646],{},"長期金利が30年ぶり高水準",[11,11648,11649,11650,11654],{},"国内債券市場では、新発10年物国債の利回りが一時2.945%に上昇した。",[22,11651,3725],{"href":11652,"rel":11653},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB1747W0X10C26A8000000\u002F",[26],"によれば、1996年9月以来およそ30年ぶりの高水準。財政悪化への懸念と日銀の追加利上げ観測が重なり、国債が売られて利回りが押し上げられた。",[11,11656,11657],{},[33,11658,11659],{},"中東の停戦膠着と原油価格",[11,11661,11662,11663,11668],{},"米国とイランのあいだで成立していた暫定停戦が期限切れを迎え、ホルムズ海峡の通航を巡る不透明感が再燃した。",[22,11664,11667],{"href":11665,"rel":11666},"https:\u002F\u002Fwww.brecorder.com\u002Fnews\u002F40435357\u002Fjapans-nikkei-slides-as-middle-east-stalemate-fuels-oil-inflation-concerns",[26],"Business Recorderの報道","では、原油先物が上昇し、世界的なインフレ懸念が再び台頭したと伝えている。日本の原油調達の約9割は中東依存のため、ホルムズ海峡の情勢は直接的なエネルギーコストに結びつく。",[15,11670,45],{"id":45},[11,11672,11673],{},"長期金利の上昇は住宅ローン（変動金利の基準となる短期金利とは別軸だが、固定型には影響しやすい）や企業の借入コストに波及しやすい。加えて原油高が続けば、電気代・ガス代・食料品価格を通じて家計の物価圧力が再び強まる可能性がある。いずれも「じわじわ効いてくる」タイプのリスクで、ここ数週間の動向は引き続き注視したい局面だ。",[15,11675,51],{"id":51},[11,11677,11678],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄や金融商品の売買を推奨するものではなく、将来の相場・物価・金利を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11680},[11681,11682,11683],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-18","日経平均が6日ぶりに大幅反落し、10年国債利回りが一時2.945%と30年ぶりの水準へ。中東情勢の再緊迫と金利上昇が、エネルギー価格と家計にどう効きそうかを整理します。",{},"\u002Freading\u002Farticles\u002F2026-08-18-nikkei-falls-bond-yield-surge-middle-east","2026-08-18T20:00:00+09:00",{"title":11621,"description":11685},"reading\u002Farticles\u002F2026-08-18-nikkei-falls-bond-yield-surge-middle-east",[236,73],"exJ5r4xOOeijgP-An01B8Rs_rWfaL4tlHB35u3WpMoo",{"id":11694,"title":11695,"author":6,"body":11696,"category":62,"dataDate":6,"date":11684,"description":11766,"extension":65,"image":6,"meta":11767,"navigation":67,"path":11768,"publishedAt":11769,"seo":11770,"stem":11771,"tags":11772,"type":6,"updated":6,"__hash__":11773},"articles\u002Freading\u002Farticles\u002F2026-08-18-nikkei-1121-drop-semiconductors-rates.md","前場1121円安、半導体に利益確定売り ─ 日米金利上昇と中東不透明感が重荷",{"type":8,"value":11697,"toc":11761},[11698,11707,11709,11712,11725,11737,11752,11754,11757,11759],[11,11699,11700,11701,11706],{},"18日の東京株式市場・前場は、日経平均株価が一時600円を超えて下落した後もじり安が続き、",[22,11702,11705],{"href":11703,"rel":11704},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL181460Y6A810C2000000\u002F",[26],"前場終値は前日比1121円71銭安（1.62%）の6万8098円54銭","で引けました。主力の半導体関連銘柄を中心に売りが広がり、昨年後半から続いた株価回復局面の利益確定が進んだ格好です。",[15,11708,17],{"id":17},[11,11710,11711],{},"主な売り材料は2つです。",[11,11713,11714,11715,11718,11719,11724],{},"1つ目は",[33,11716,11717],{},"中東情勢の不透明感の再燃","。トランプ大統領がイランとの核合意延長を求めない意向を示したと伝わり、",[22,11720,11723],{"href":11721,"rel":11722},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1803C0Y6A810C2000000\u002F",[26],"原油高・地政学リスクの再意識","が投資家心理を冷やしました。",[11,11726,11727,11728,11731,11732,11736],{},"2つ目は",[33,11729,11730],{},"日米の長期金利上昇による割高感の意識","。日米ともに長期金利が上昇する中、株価収益率（PER）の高い半導体・AI関連銘柄の相対的な割高感が意識され、",[22,11733,11735],{"href":11703,"rel":11734},[26],"アドバンテスト・東京エレクトロン・村田製作所・太陽誘電などが軒並み下落","しました。これらは4〜6月期の決算シーズンをおおむね通過しており、\"良い材料を前に買っていた分\"の利益確定が出やすい局面です。",[11,11738,11739,11740,11745,11746,11751],{},"為替面では、ドル円が",[22,11741,11744],{"href":11742,"rel":11743},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F14\u002F170440",[26],"159円台後半で推移し160円が意識される展開","。円安基調は続いており、食料品・日用品を中心とした輸入コスト上昇圧力は家計に引き続き影響しています。また市場では、日銀が",[22,11747,11750],{"href":11748,"rel":11749},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOCD080970Y6A800C2000000\u002F",[26],"9月にも追加利上げを行い、政策金利が今冬〜来春にかけて1.5%程度に達するシナリオ","も一部で織り込まれ始めています。",[15,11753,45],{"id":45},[11,11755,11756],{},"NISAで半導体・AI系のETFや個別株を保有している場合、金利上昇局面では値動きが大きくなりやすい点に注意が必要です。一方、変動金利住宅ローンを利用している方にとっては、日銀の追加利上げ観測が高まるほど、適用金利の動向を定期的に確認するタイミングになっています。",[15,11758,51],{"id":51},[11,11760,9873],{},{"title":56,"searchDepth":57,"depth":57,"links":11762},[11763,11764,11765],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"18日の東京前場、日経平均が前日比1121円71銭安（1.62%）の6万8098円54銭で引けた。日米の長期金利上昇でアドバンテスト・東京エレクトロンなど高PER株に売り。NISAで半導体・AI系を保有する場合は値動きの大きさに注意。",{},"\u002Freading\u002Farticles\u002F2026-08-18-nikkei-1121-drop-semiconductors-rates","2026-08-18T13:00:00+09:00",{"title":11695,"description":11766},"reading\u002Farticles\u002F2026-08-18-nikkei-1121-drop-semiconductors-rates",[73,164],"uRhuNk8YJV431BwNAAZMnwuX10sWWz0ldVwlw7PBYiI",{"id":11775,"title":11776,"author":6,"body":11777,"category":62,"dataDate":6,"date":11684,"description":11844,"extension":65,"image":6,"meta":11845,"navigation":67,"path":11846,"publishedAt":11847,"seo":11848,"stem":11849,"tags":11850,"type":6,"updated":6,"__hash__":11851},"articles\u002Freading\u002Farticles\u002F2026-08-18-us-consumer-sentiment-inflation-expectations.md","米消費者信頼感が急落、インフレ期待は上昇――ドル円159円台が続く家計への波及",{"type":8,"value":11778,"toc":11839},[11779,11782,11784,11829,11831,11834,11836],[11,11780,11781],{},"先週末（8月14日）の米国市場は、ミシガン大学消費者信頼感指数の急落とインフレ期待の上昇を受けて軟調でした。8月18日朝のドル円は1ドル＝159円33銭前後と、円安水準が続いています。",[15,11783,17],{"id":17},[443,11785,11786,11797,11807,11818],{},[446,11787,11788,11791,11792,42],{},[33,11789,11790],{},"8月14日発表の米ミシガン大学消費者信頼感指数（速報値）は51.0","。前月（55.2）から急落し、市場予想（55.0）も下回った（",[22,11793,11796],{"href":11794,"rel":11795},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493983",[26],"ZAiダイヤモンド",[446,11798,11799,11802,11803,42],{},[33,11800,11801],{},"1年先インフレ期待は4.3%","（前月4.2%）に小幅上昇。5〜10年先は3.3%で横ばい（",[22,11804,4761],{"href":11805,"rel":11806},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002Fd96e4189-106c-48c0-a883-20099a6416b3",[26],[446,11808,11809,11810,11813,11814,42],{},"同日の米国株は3指数そろって小幅安。",[33,11811,11812],{},"NYダウ −0.2%（53,732ドル）、S&P500 −0.2%（7,785）、ナスダック −0.3%（26,729）","。ただしS&P500は3週連続の週間プラスを維持した（",[22,11815,688],{"href":11816,"rel":11817},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-friday-august-14-dow-sp-500-nasdaq-102635519.html",[26],[446,11819,11820,11823,11824,42],{},[33,11821,11822],{},"8月18日午前9時時点のドル円：1ドル＝159円33〜34銭","（前日比 −0円38銭）（",[22,11825,11828],{"href":11826,"rel":11827},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026081802000005\u002F",[26],"OANDA Japan\u002F共同通信",[15,11830,45],{"id":45},[11,11832,11833],{},"消費者が景気悪化を感じながらもインフレ期待を引き上げている「スタグフレーション的なセンチメント」は、FRBの利下げ判断を難しくします。米金利が高止まりしやすい環境が続くと日米の金利差は縮まりにくく、ドル円が円安圏にとどまりやすい状況が長引く可能性があります。円安が続けば輸入食品・エネルギーを中心に国内物価を押し上げる圧力となり、家計の実質購買力の目減りが続くことになります。",[15,11835,51],{"id":51},[11,11837,11838],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11840},[11841,11842,11843],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米ミシガン大の8月消費者信頼感速報値が51.0に急落、1年先インフレ期待は4.3%に上昇。FRBの利下げ判断が難しくなる中、ドル円は159円台で推移し、輸入物価の高止まりが続く構図を整理します。",{},"\u002Freading\u002Farticles\u002F2026-08-18-us-consumer-sentiment-inflation-expectations","2026-08-18T09:00:00+09:00",{"title":11776,"description":11844},"reading\u002Farticles\u002F2026-08-18-us-consumer-sentiment-inflation-expectations",[164,236],"6enP0T9rWWsfzxWLWJt7su9gBFoGWTtAfkm1vgtBXew",{"id":11853,"title":11854,"author":6,"body":11855,"category":62,"dataDate":6,"date":11938,"description":11939,"extension":65,"image":6,"meta":11940,"navigation":67,"path":11941,"publishedAt":11942,"seo":11943,"stem":11944,"tags":11945,"type":6,"updated":6,"__hash__":11946},"articles\u002Freading\u002Farticles\u002F2026-08-17-gdp-q2-personal-consumption-nikkei-night.md","日経5連騰で6万9000円台回復も、GDPは個人消費8四半期ぶりマイナス――8月17日の市場総括",{"type":8,"value":11856,"toc":11933},[11857,11860,11862,11867,11880,11887,11890,11895,11907,11910,11915,11923,11925,11928,11930],[11,11858,11859],{},"今日（8月17日）の東京市場を締めくくる指標として、午前中に内閣府から公表されたGDP速報値が市場参加者の間で話題を集めました。株価は半導体・AI株に引っ張られて上値を試す動きが続きましたが、家計の実態を示す数字はむしろ逆方向に動いています。",[15,11861,17],{"id":17},[11,11863,11864],{},[33,11865,11866],{},"GDP速報：年率1.1%増、個人消費は8四半期ぶりマイナス",[11,11868,11869,11870,374,11874,11879],{},"内閣府が8月17日に発表した2026年4〜6月期の実質GDP速報値は、前期比0.3%増・年率換算1.1%増でした（",[22,11871,315],{"href":11872,"rel":11873},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA122YX0S6A810C2000000\u002F",[26],[22,11875,11878],{"href":11876,"rel":11877},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fb10a4923ce3f46ca336f1e75f60ab8aa48409ecf",[26],"Yahoo!ニュース／共同通信","）。3四半期連続プラスを維持したものの、民間予測の平均値（2.0%増程度）を大幅に下回り、1〜3月期の+1.9%からも鈍化しました。",[11,11881,11882,11883,11886],{},"最も気になるのは",[33,11884,11885],{},"個人消費が前期比0.02%減","となり、8四半期（約2年）ぶりのマイナスに転落した点です。たばこ価格の4月値上げによる消費手控えや、高校授業料無償化の拡充（政府支出が+1.6%増した一方、家計の教育費支出が減少）が主因と報じられています。",[11,11888,11889],{},"設備投資も前期比1.2%減と2四半期連続のマイナスでした。一方、輸出は0.5%増と底堅く、輸入が1.5%減（中東情勢による原油調達難の影響）となったため、外需がGDPを下支えする格好になっています。",[11,11891,11892],{},[33,11893,11894],{},"終値：日経5連騰で6万9220円、TOPIXは反落",[11,11896,11897,11898,11902,11903,42],{},"東証の終値は、日経平均が前日比506円45銭（+0.74%）高の6万9220円25銭で引けました（",[22,11899,992],{"href":11900,"rel":11901},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002Fc4f2d2d66b9a48b9ce609d1ee5d6151bfc7d4cf4",[26],"）。5営業日続伸で、終値ベースの6万9000円台回復は7月初旬以来、約1か月半ぶりです。キオクシアやフジクラなどAI・半導体関連銘柄が上昇をけん引しました（",[22,11904,4761],{"href":11905,"rel":11906},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F1fa9ea75-4855-475e-b415-0dbb857674c9",[26],[11,11908,11909],{},"対照的に東証株価指数（TOPIX）は13.09ポイント（0.31%）安の4184.11と、9営業日ぶりの反落。プライム市場では値下がり銘柄が値上がりを上回っており、日経の強さが一部の大型半導体株に集中していることが透けて見えます。",[11,11911,11912],{},[33,11913,11914],{},"長期金利・為替",[11,11916,11917,11918,42],{},"新発10年国債利回りは一時2.930%と1996年以来約30年ぶりの高水準を記録し（本日昼の記事参照）、ドル円は159円台前半で推移しています（",[22,11919,11922],{"href":11920,"rel":11921},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Feb25b566dcb0769f98235d71a495a9a8be970dd2",[26],"Bloomberg／Yahoo!ニュース",[15,11924,45],{"id":45},[11,11926,11927],{},"個人消費のマイナス転落と長期金利の上昇が同時に起きている点が家計には痛手です。住宅ローンの固定型金利はすでに3%台に達している銀行が多く、変動型も日銀が9月に利上げを行うとみられる（スワップ市場の織り込み確率は約8割）なかで短期プライムレートを通じて上がりやすい局面にあります。加えてGDP速報に添えられた分析では、「秋以降に石油関連製品の価格高騰が本格化し、家計の購買力をさらに削る恐れがある」と指摘されています。半導体株主導の株価上昇が今すぐ家計の収入を増やすわけではないだけに、来週以降の物価・賃金指標と日銀の動向を引き続き注視したいところです。",[15,11929,51],{"id":51},[11,11931,11932],{},"本記事は情報提供を目的としたもので、投資助言ではありません。記載の数値・相場は記事公開時点のものです。将来の経済動向・株価・金利・為替を保証するものではなく、最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11934},[11935,11936,11937],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-17","4-6月期GDP速報は年率1.1%増と市場予想を大きく下回り、個人消費が8四半期ぶりにマイナスへ転落。日経平均はAI・半導体株に支えられ5連騰したが、TOPIXは反落。長期金利が高止まりするなか、秋以降の家計へのダメージが気になるまとめです。",{},"\u002Freading\u002Farticles\u002F2026-08-17-gdp-q2-personal-consumption-nikkei-night","2026-08-17T20:00:00+09:00",{"title":11854,"description":11939},"reading\u002Farticles\u002F2026-08-17-gdp-q2-personal-consumption-nikkei-night",[73,236],"KnKgnToQo2tCYp5SYUhNfyo_63ksnePxMs6kvC8fHWc",{"id":11948,"title":11949,"author":6,"body":11950,"category":62,"dataDate":6,"date":11938,"description":12001,"extension":65,"image":6,"meta":12002,"navigation":67,"path":12003,"publishedAt":12004,"seo":12005,"stem":12006,"tags":12007,"type":6,"updated":6,"__hash__":12008},"articles\u002Freading\u002Farticles\u002F2026-08-17-japan-bond-yield-30year-high.md","長期金利が一時2.93%——約30年ぶり高水準、前場は小幅高で終える",{"type":8,"value":11951,"toc":11996},[11952,11955,11957,11965,11973,11986,11988,11991,11993],[11,11953,11954],{},"8月17日の国内債券市場で、新発10年物国債利回りが一時2.930%まで上昇し、1996年9月以来約30年ぶりの高水準を記録した。固定型住宅ローン金利の目安となる長期金利の動向として、住宅購入を検討中の人や債券ファンドを保有する投資家には気になる動きだ。",[15,11956,17],{"id":17},[11,11958,11959,11960,11964],{},"日本経済新聞の",[22,11961,3811],{"href":11962,"rel":11963},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB097Y20Z00C26A7000000\u002F",[26],"によると、前週の日米協調為替介入を受けて日銀の早期追加利上げ観測が高まっており、機関投資家による国債の売り・買い手控えが続いている。",[11,11966,11967,11968,5863],{},"これに中東の地政学リスクが重なった。トランプ大統領がイランとの停戦終了を示唆したことで原油先物が反発し、インフレ懸念からさらなる債券売りにつながったと",[22,11969,11972],{"href":11970,"rel":11971},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB086M90Y6A700C2000000\u002F",[26],"日経が報じている",[11,11974,11975,11976,11981,11982,42],{},"前場の日経平均は前週末比7円64銭（0.01%）高の6万8721円44銭で終了——実質的に横ばいだ。朝方は日米協調介入後の安心感などから168円高でスタートしたが、その後200円以上下落する場面も。アドバンテスト・東京エレクトロン・キオクシアなどAI・半導体関連株の買いが下支えとなり、かろうじて小幅高を保った（日経電子版・",[22,11977,11980],{"href":11978,"rel":11979},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL171080X10C26A8000000\u002F",[26],"東証前引け","）。ドル円は159円前後で推移している（",[22,11983,983],{"href":11984,"rel":11985},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F764596",[26],[15,11987,45],{"id":45},[11,11989,11990],{},"10年JGB利回りは、銀行が設定する10年固定住宅ローン金利の主な指標だ。利回りが高止まりすれば、固定型ローンの借入コストが上がりやすく、返済負担が増す可能性がある。また、変動型も日銀の追加利上げが近づくほど短期金利の上昇圧力を受けやすい。債券ファンドや個人向け国債（変動10年以外）の保有者にとっては価格下落（利回り上昇）の局面が続いていており、ポートフォリオ全体の金利リスクを改めて確認するきっかけになりそうだ。",[15,11992,51],{"id":51},[11,11994,11995],{},"本記事は情報提供を目的としたもので、投資助言ではありません。記載の数値・相場は記事公開時点のものです。将来の金利・株価・為替を保証するものではなく、最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":11997},[11998,11999,12000],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月17日前場、10年国債利回りが1996年9月以来の2.93%に上昇。日銀の早期追加利上げ観測と中東の地政学リスクが重なり、固定型住宅ローンの基準金利への波及が注目される。",{},"\u002Freading\u002Farticles\u002F2026-08-17-japan-bond-yield-30year-high","2026-08-17T13:00:00+09:00",{"title":11949,"description":12001},"reading\u002Farticles\u002F2026-08-17-japan-bond-yield-30year-high",[236,73],"O7TA7u_82o2iFO6Ozv47RtbWDunJcX9PpbaszXg8wTg",{"id":12010,"title":12011,"author":6,"body":12012,"category":62,"dataDate":6,"date":11938,"description":12084,"extension":65,"image":6,"meta":12085,"navigation":67,"path":12086,"publishedAt":12087,"seo":12088,"stem":12089,"tags":12090,"type":6,"updated":6,"__hash__":12091},"articles\u002Freading\u002Farticles\u002F2026-08-17-us-retail-sales-slump-consumer-sentiment.md","米7月小売売上高が0.6%減、消費者心理も急落──週明けの注目ポイント",{"type":8,"value":12013,"toc":12079},[12014,12017,12019,12024,12038,12043,12052,12057,12069,12071,12074,12076],[11,12015,12016],{},"先週末（8月14日）に発表された米国の経済統計が市場に波紋を広げました。7月の小売売上高と消費者心理の双方が予想を下回り、米国株は週末にかけて小幅安で取引を終えました。週明けの東京市場を迎える前に、ポイントを整理します。",[15,12018,17],{"id":17},[11,12020,12021],{},[33,12022,12023],{},"米7月小売売上高が0.6%減",[11,12025,12026,12027,374,12032,12037],{},"米商務省が8月14日に発表した7月の小売売上高（季節調整済み）は、前月比0.6%減の7,636億ドルでした（",[22,12028,12031],{"href":12029,"rel":12030},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002F50af280f67208df529f96d4a75929f06acc4931a",[26],"Yahoo!ファイナンス／時事通信",[22,12033,12036],{"href":12034,"rel":12035},"https:\u002F\u002Fwww.cnn.com\u002F2026\u002F08\u002F14\u002Feconomy\u002Fus-retail-sales-july",[26],"CNN Business","）。市場予想の+0.1%を大きく下回り、1年超ぶりの大幅な落ち込みです。内訳では、インターネット通販が2.2%減、自動車・同部品が1.8%減となった一方、衣料品は1.9%増、外食は0.5%増でした。",[11,12039,12040],{},[33,12041,12042],{},"ミシガン大消費者信頼感が51まで急落",[11,12044,12045,12046,12051],{},"同日発表のミシガン大消費者信頼感指数（8月速報値）は51.0と、7月の55.2から急低下し、市場予想（54.5）を大きく下回りました（",[22,12047,12050],{"href":12048,"rel":12049},"https:\u002F\u002Fwww.ibtimes.com\u002Fnew-data-showed-consumer-sentiment-retail-sales-declined-july-stocks-declined-3806442",[26],"IBTimes","）。ガソリン価格の上昇やインフレによる実質賃金の目減りが背景にあると報じられています。",[11,12053,12054],{},[33,12055,12056],{},"米国株は小幅安、ドル円は159円台前半",[11,12058,12059,12060,12064,12065,42],{},"これらの統計を受け、週末の米国株市場はダウが108ドル安（53,732ドル）、S&P500が0.04%安（7,783ポイント）と小幅下落で取引を終えました（",[22,12061,41],{"href":12062,"rel":12063},"https:\u002F\u002Ftradingeconomics.com\u002Funited-states\u002Fstock-market",[26],"）。週明け8月17日の東京時間午前のドル円は159円台前半で推移しており、FRBの利上げ観測が後退しつつもドルの底堅さが続いている状況です（",[22,12066,849],{"href":12067,"rel":12068},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F17\u002F075646",[26],[15,12070,45],{"id":45},[11,12072,12073],{},"米国の個人消費に鈍化の兆しが出てきた可能性があります。小売売上の落ち込みと消費者心理の悪化が重なると、FRBが金融引き締め姿勢を緩める余地が生まれるとも解釈でき、ドルの上値が抑えられやすくなる展開に注意が必要です。NISAで米国株や米国債ETFを保有している場合、円高方向に振れると円換算の評価額に下押し圧力がかかる点は頭に入れておくとよいでしょう。",[15,12075,51],{"id":51},[11,12077,12078],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の価格変動を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12080},[12081,12082,12083],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米商務省が発表した7月小売売上高は前月比0.6%減と市場予想を大きく下回り、ミシガン大消費者信頼感指数も51まで低下。ドル円は159円台前半で推移しており、NISAの米国株保有者は為替の動きにも注意が必要です。",{},"\u002Freading\u002Farticles\u002F2026-08-17-us-retail-sales-slump-consumer-sentiment","2026-08-17T09:00:00+09:00",{"title":12011,"description":12084},"reading\u002Farticles\u002F2026-08-17-us-retail-sales-slump-consumer-sentiment",[164,73],"jiasEjaKd5N0TsJYoer8is2A0JyzRlJb-mbofKjBvTQ",{"id":12093,"title":12094,"author":6,"body":12095,"category":62,"dataDate":6,"date":12169,"description":12170,"extension":65,"image":6,"meta":12171,"navigation":67,"path":12172,"publishedAt":12173,"seo":12174,"stem":12175,"tags":12176,"type":6,"updated":6,"__hash__":12177},"articles\u002Freading\u002Farticles\u002F2026-08-16-nikkei-weekly-ai-rally-near-70k.md","日経平均4日続伸・終値6万8713円——7万円まで392円に迫ったAIラリーの週次まとめ",{"type":8,"value":12096,"toc":12164},[12097,12100,12102,12119,12130,12142,12155,12157,12160,12162],[11,12098,12099],{},"今週（8月12〜14日）の日本株はAI・半導体関連銘柄の買い戻しに支えられ続伸した。日経平均は一時7万円の節目まで残り約400円に迫る水準に達したが、週末の利益確定を受けて引けにかけて失速した。",[15,12101,17],{"id":17},[11,12103,12104,12105,12108,12109,12114,12115,12118],{},"8月14日（金）の日経平均終値は ",[33,12106,12107],{},"6万8713円80銭（前日比+405円21銭、+0.59%）"," で4日続伸（",[22,12110,12113],{"href":12111,"rel":12112},"https:\u002F\u002Fnote.com\u002Fhide_taxnote\u002Fn\u002Fneb0a07cc2982",[26],"出典：note／税理士ひで","）。日中は一時 ",[33,12116,12117],{},"6万9608円24銭"," まで上昇し、7万円の大台まで残り約392円に迫る場面があった。",[11,12120,12121,12122,12125,12126,12129],{},"東証株価指数（TOPIX）は ",[33,12123,12124],{},"4197.20（+0.51%）"," と連日の最高値更新が続き、取引時間中には初めて ",[33,12127,12128],{},"4200ポイント"," を超えた。",[11,12131,12132,12133,12136,12137,42],{},"上昇のきっかけはAI・半導体銘柄への資金流入だ。米国市場でOpenAIの成長期待が改めて意識されたことに加え、米PPIの発表を無難に通過したことで投資家心理が改善。東京市場でもアドバンテストが ",[33,12134,12135],{},"2日連続で最高値を更新"," するなど、AI半導体関連株に買いが広がった（",[22,12138,12141],{"href":12139,"rel":12140},"https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=7_2GnItLRkk",[26],"出典：YouTube市場解説 8月14日",[11,12143,12144,12145,12148,12149,12154],{},"為替市場では、日銀が9〜10月の政策会合での追加利上げを検討しているとのブルームバーグ報道を受け、8月13日に1ドル＝",[33,12146,12147],{},"159円19銭"," まで円高が進んだ（",[22,12150,12153],{"href":12151,"rel":12152},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376000",[26],"出典：みんかぶFX 8月13日","）。7月に162円台後半まで円安が進んでいたことから、直近でおよそ3円超の円高修正となっている。",[15,12156,45],{"id":45},[11,12158,12159],{},"TOPIXが連日最高値を更新していることは相場の底堅さを示しており、AI・半導体株に偏らず幅広いセクターに買いが入っている点が読み取れる。為替面では円が159円台に戻したことで、輸入コストへの上昇圧力が幾分和らぐ方向に働く可能性がある。日銀の次の利上げ観測が円高の背景にあるだけに、9〜10月の金融政策決定会合は改めて注目度が高い。",[15,12161,51],{"id":51},[11,12163,2345],{},{"title":56,"searchDepth":57,"depth":57,"links":12165},[12166,12167,12168],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-16","8月14日（金）の日経平均は4日続伸で終値6万8713円。一時6万9608円と7万円手前まで迫ったが週末利益確定で失速。TOPIXは連日最高値を更新し、円は159円台に円高修正。",{},"\u002Freading\u002Farticles\u002F2026-08-16-nikkei-weekly-ai-rally-near-70k","2026-08-16T20:00:00+09:00",{"title":12094,"description":12170},"reading\u002Farticles\u002F2026-08-16-nikkei-weekly-ai-rally-near-70k",[164,73],"ZL8ENXvmSDRmYcyVQZlDIjV6XL3YRateFDMz0w7CBaA",{"id":12179,"title":12180,"author":6,"body":12181,"category":62,"dataDate":6,"date":12169,"description":12240,"extension":65,"image":6,"meta":12241,"navigation":67,"path":12242,"publishedAt":12243,"seo":12244,"stem":12245,"tags":12246,"type":6,"updated":6,"__hash__":12247},"articles\u002Freading\u002Farticles\u002F2026-08-16-mortgage-fixed-rate-hike-august.md","大手5行が8月の住宅ローン固定金利を引き上げ――長期金利2.8%台が家計コストに波及",{"type":8,"value":12182,"toc":12235},[12183,12186,12188,12200,12211,12225,12227,12230,12232],[11,12184,12185],{},"三菱UFJ銀行など大手5行が、8月適用の10年固定型住宅ローン金利（最優遇）を引き上げた。前月比＋0.198%で平均3.698%となり、2カ月ぶりの上昇。日銀の利上げサイクルを背景に長期金利が2.8%台まで上昇したことが直接の要因で、住宅ローンを抱える家計や住み替えを検討中の世帯にとって資金計画の見直しが迫られる局面になっている。",[15,12187,17],{"id":17},[11,12189,12190,12195,12196,12199],{},[22,12191,12194],{"href":12192,"rel":12193},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB310T90R30C26A7000000\u002F",[26],"日本経済新聞（2026年7月31日）"," によると、三菱UFJ・三井住友・みずほを含む大手5行は8月から10年固定型住宅ローンの最優遇金利を引き上げ、5行平均は",[33,12197,12198],{},"3.698%","（前月比＋0.198%）となった。大手5行の平均は直近1年で約1.6%上昇している。",[11,12201,12202,12206,12207,12210],{},[22,12203,12205],{"href":438,"rel":12204},[26],"モゲチェック（2026年8月）"," によると、メガバンクの10年固定は",[33,12208,12209],{},"3.780%","、フラット35は**3.290%**といずれも高水準。変動金利（メガバンク平均）は1.082%で横ばいを維持しているが、ドコモSMTBネット銀行は8月に0.250%引き上げ（0.950%→1.200%）、楽天銀行も0.043%引き上げた。変動とフラット35の金利差は2.21%に拡大し、モゲチェックの集計開始以来最大となった。",[11,12212,12213,12214,12217,12218,12221,12222,42],{},"金利上昇の背景には長期金利の上昇がある。10年物国債利回りは2025年12月末の約2.07%から2026年7月末には**2.80%",[33,12215,12216],{},"まで上昇した。日銀は6月の金融政策決定会合で政策金利を0.75%から","1.00%**に引き上げ（",[22,12219,1754],{"href":511,"rel":12220},[26],"）、7月は据え置きとしながらも「今後も引き上げていく方針」を維持。8月10日公表の「主な意見」では物価の上振れリスクへの警戒感を示し、利上げペースが市場予想より速まる可能性も指摘された（",[22,12223,10379],{"href":10377,"rel":12224},[26],[15,12226,45],{"id":45},[11,12228,12229],{},"固定金利は今後の借り入れや借り換えを検討する家計に直接響く水準になってきた。変動型の基準金利は銀行によって反映時期が異なるが、日銀が年内にさらに利上げした場合、既存の変動ローン利用者の返済額も2027年以降に段階的に増える可能性がある。金利環境の変化が続く局面では、手元の住宅ローンの金利タイプと残高を改めて確認しておくことが家計防衛の入口になりそうだ。",[15,12231,51],{"id":51},[11,12233,12234],{},"本記事は情報提供を目的としたもので、投資助言ではありません。住宅ローンの具体的な条件・手続きは各金融機関にご確認ください。将来の金利動向を保証するものではなく、最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12236},[12237,12238,12239],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"三菱UFJなど大手5行が8月の10年固定住宅ローン金利を平均3.698%（前月比+0.198%）に引き上げ。長期金利が2.80%台で推移する中、変動金利との差は過去最大水準に拡大している。",{},"\u002Freading\u002Farticles\u002F2026-08-16-mortgage-fixed-rate-hike-august","2026-08-16T13:00:00+09:00",{"title":12180,"description":12240},"reading\u002Farticles\u002F2026-08-16-mortgage-fixed-rate-hike-august",[236,73],"E-2as_Sb9nhnBTwyZ2gJnQadZCVE7pwBy1XKhFaOUhc",{"id":12249,"title":12250,"author":6,"body":12251,"category":62,"dataDate":6,"date":12169,"description":12327,"extension":65,"image":6,"meta":12328,"navigation":67,"path":12329,"publishedAt":12330,"seo":12331,"stem":12332,"tags":12333,"type":6,"updated":6,"__hash__":12334},"articles\u002Freading\u002Farticles\u002F2026-08-16-us-cpi-ppi-inflation-cooling-yen.md","米CPI・PPIがともにインフレ鈍化を示す——9月利上げ観測が後退、ドル円は159円台で底堅く推移",{"type":8,"value":12252,"toc":12322},[12253,12256,12258,12270,12281,12292,12301,12312,12314,12317,12319],[11,12254,12255],{},"米国でインフレ鈍化を示す指標が相次いで発表された。8月12日（火）発表の7月消費者物価指数（CPI）に続き、13日（水）発表の7月生産者物価指数（PPI）も予想以上の鈍化を記録。9月の米連邦公開市場委員会（FOMC）での追加利上げ観測が後退し、週末のドル円は158〜159円台で推移した。",[15,12257,17],{"id":17},[11,12259,12260,12261,12264,12265,42],{},"**7月 CPI（消費者物価指数）",[33,12262,12263],{},"の前年比は","＋3.4%**で、市場予想と一致した（6月は＋3.8%）。コアCPIも前年比＋4.2%と予想通りで、インフレの落ち着きを示した（出典：",[22,12266,12269],{"href":12267,"rel":12268},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493827",[26],"ダイヤモンドZAi",[11,12271,12272,12273,12275,12276,12280],{},"**7月 PPI（生産者物価指数）",[33,12274,12263],{},"＋4.7%**と、6月の＋5.5%から大幅に鈍化し、市場予想を下回る内容となった（出典：",[22,12277,2246],{"href":12278,"rel":12279},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-13\u002FTJPK93T9NJLS00",[26],"）。PPIは企業が受け取る出荷価格の指標で、将来の消費者物価に先行することが多い。",[11,12282,12283,12284,12287,12288,42],{},"こうしたインフレ指標の沈静化を受け、",[33,12285,12286],{},"9月FOMC での追加利上げ確率が低下","した。米10年債利回りは週を通じて4.65〜4.73%で推移（出典：",[22,12289,332],{"href":12290,"rel":12291},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376206",[26],[11,12293,12294,12296,12297,42],{},[33,12295,1707],{},"は、8月上旬の雇用統計ショックで一時157.54円まで円高が進んだ後、週後半にかけて持ち直し。14日（金）のNYタイムでは158.60円〜159.40円のレンジで取引を終えた（出典：",[22,12298,1686],{"href":12299,"rel":12300},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260815\u002F865897.html",[26],[11,12302,12303,12306,12307,42],{},[33,12304,12305],{},"米国株式市場","は、インフレ鈍化によるハイテク株買いが続いた一方、13日のS&P500史上最高値更新後の翌14日は利益確定売りで小幅反落（ダウ平均 -107ドル、S&P500 -0.2%）となった（出典：",[22,12308,12311],{"href":12309,"rel":12310},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202608150262\u002F",[26],"株探",[15,12313,45],{"id":45},[11,12315,12316],{},"CPI・PPI の2指標そろってのインフレ鈍化は、FRBが追加利上げをしにくい環境を強める。利上げ観測が後退すると米国債利回りが下がりやすく、理論上はドル安・円高要因となる。ただし今週の為替は「米利上げ後退＝円高」という単純な動きにはならず、ドル円は159円台で底堅く推移した。日米の金利差は依然大きく、円安圧力の構造そのものは変わっていない点に注意したい。NISA口座などで米国株ファンドを保有している場合、円安が続くと円換算の評価額を押し上げる効果があるが、円高に転じた際の影響も念頭に置いておきたい局面だ。",[15,12318,51],{"id":51},[11,12320,12321],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、将来の為替・金利・株価の動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12323},[12324,12325,12326],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米国の7月CPI（前年比＋3.4%）と7月PPI（同＋4.7%）が相次いでインフレ鈍化を確認。9月FOMCでの追加利上げ期待が後退する中、ドル円は158〜159円台で推移。日本の家計と投資家にとっての読みどころを整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-16-us-cpi-ppi-inflation-cooling-yen","2026-08-16T09:00:00+09:00",{"title":12250,"description":12327},"reading\u002Farticles\u002F2026-08-16-us-cpi-ppi-inflation-cooling-yen",[236,164],"umS925TcmEgwv2vTozLT8_HZWJqmr-uXgxUK1dGgOy8",{"id":12336,"title":12337,"author":6,"body":12338,"category":62,"dataDate":6,"date":12432,"description":12433,"extension":65,"image":6,"meta":12434,"navigation":67,"path":12435,"publishedAt":12436,"seo":12437,"stem":12438,"tags":12439,"type":6,"updated":6,"__hash__":12440},"articles\u002Freading\u002Farticles\u002F2026-08-15-september-food-price-hike-variable-loan.md","来月から食品4,531品目が値上がり──日銀利上げ観測と重なる秋の家計圧力",{"type":8,"value":12339,"toc":12427},[12340,12343,12345,12350,12360,12363,12389,12392,12397,12405,12417,12419,12422,12424],[11,12341,12342],{},"8月15日（土）は終戦記念日で国内市場は休場。週末の「家計点検」として、来月9月に向けてすでに動き出している2つの変化を整理しておきたい。食品の大幅値上げと、変動金利型住宅ローンへの上昇圧力だ。",[15,12344,17],{"id":17},[11,12346,12347],{},[33,12348,12349],{},"9月の食品値上げ：4,531品目で年内最多",[11,12351,12352,12353,12355,12356,42],{},"2026年9月は食品・飲料など",[33,12354,3755],{},"が値上げ予定で、2026年内では最多となる。2023年10月（4,758品目）以来、約3年ぶりに単月4,000品目を超える水準だ（",[22,12357,12359],{"href":3749,"rel":12358},[26],"出典：プラスチックパレット「2026年9月 値上げ一覧」",[11,12361,12362],{},"主な対象品目（9月1日納品分から）：",[443,12364,12365,12371,12377,12383],{},[446,12366,12367,12370],{},[33,12368,12369],{},"ニッスイ","：家庭用冷凍食品・練り製品　約2〜17%",[446,12372,12373,12376],{},[33,12374,12375],{},"テーブルマーク","：冷凍米飯類を除く冷凍食品の7〜8割　約3〜20%",[446,12378,12379,12382],{},[33,12380,12381],{},"ニップン","：家庭用冷凍食品45品　約7〜15%",[446,12384,12385,12388],{},[33,12386,12387],{},"キッコーマン食品","：醤油など291品目　約2〜22%",[11,12390,12391],{},"冷凍食品・調味料を中心に、毎日の食卓に直結する品目が多い。",[11,12393,12394],{},[33,12395,12396],{},"日銀9月利上げ観測と変動ローンへの波及時期",[11,12398,12399,12400,12404],{},"金融市場では翌日物金利スワップ（OIS）が、日銀の9月追加利上げ（9月17・18日の政策決定会合）を約8割の確率で織り込んでいる（",[22,12401,12403],{"href":6152,"rel":12402},[26],"出典：日本経済新聞","）。現在の政策金利は1.0%（6月会合で0.75%から引き上げ）。",[11,12406,12407,12408,12411,12412,12416],{},"仮に9月に0.25%の追加利上げが決まった場合、各銀行の短期プライムレートの改定は10月頃になるとみられる。変動金利型住宅ローンの既存顧客への適用は、多くの銀行で年2回の金利見直し（4月・10月）の次のタイミングとなるため、早くても",[33,12409,12410],{},"2027年1月返済分から","反映される見込みだ（",[22,12413,12415],{"href":511,"rel":12414},[26],"出典：モゲチェック「日銀追加利上げで住宅ローンはいつ上がる？」","）。なお、日銀が利上げしても各銀行の実際の引き上げ幅は一律ではない。",[15,12418,45],{"id":45},[11,12420,12421],{},"食費の上昇は9月から食卓を即座に直撃し、変動ローンへの波及は早くとも来年1月からと、タイミングはずれているものの方向は同じだ。物価が上がる局面で手元の収支がどう変わるかを、ざっくりでも確認しておく時期に差し掛かっている。",[15,12423,51],{"id":51},[11,12425,12426],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の食品価格・金融政策・金利の動向は不確実であり、個々の変動金利の改定幅は各銀行の判断によって異なります。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12428},[12429,12430,12431],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-15","2026年9月は冷凍食品・醤油など4,531品目が値上げ予定で2023年10月以来の高水準。日銀の9月追加利上げ確率が約8割に迫るなか、変動ローン金利への波及タイムラインとあわせて家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-15-september-food-price-hike-variable-loan","2026-08-15T20:00:00+09:00",{"title":12337,"description":12433},"reading\u002Farticles\u002F2026-08-15-september-food-price-hike-variable-loan",[236,73],"Kbw0rzSCwtgcr9MVknP_7wK5kT9hRlcoz9YjJ-G0F1c",{"id":12442,"title":12443,"author":6,"body":12444,"category":62,"dataDate":6,"date":12432,"description":12500,"extension":65,"image":6,"meta":12501,"navigation":67,"path":12502,"publishedAt":12503,"seo":12504,"stem":12505,"tags":12506,"type":6,"updated":6,"__hash__":12507},"articles\u002Freading\u002Farticles\u002F2026-08-15-boj-sep-hike-80pct-yen-162.md","日銀9月利上げ確率8割でも続く円安162円台──前場小高く、家計コストへの視点",{"type":8,"value":12445,"toc":12495},[12446,12449,12451,12459,12466,12474,12485,12487,12490,12492],[11,12447,12448],{},"日銀が9月の金融政策決定会合で追加利上げに踏み切る確率が約8割に迫るなか、8月15日の東京市場は前場（午前中）を小高く終えた。一方で円相場は162円台前半と依然として円安水準にあり、輸入コストへの上昇圧力は続いている。",[15,12450,17],{"id":17},[11,12452,12453,12454,42],{},"8月15日の前場では、日経平均株価が前日比300円超高の6万8050円前後で推移。一時は高値6万8765円73銭（前日比1022円23銭高）をつける場面もあったが、その後は戻り待ちの売りに押され上値が重くなった（",[22,12455,12458],{"href":12456,"rel":12457},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F757957",[26],"出典：株式新聞Web",[11,12460,12461,12462,42],{},"円相場は午前10時時点で1ドル＝162円台前半。前日比ではわずかに円高に振れているものの、依然として高止まりの水準が続いている（",[22,12463,12465],{"href":12456,"rel":12464},[26],"出典：同上",[11,12467,12468,12469,12473],{},"この円安が続く背景には、日銀の利上げ観測と市場の思惑のずれがある。8月13日にはブルームバーグが「日銀は9月または10月の会合での追加利上げを視野に入れており、高市政権も支持」と報じ、ドル円は一時159円19銭まで円高が進んだ（",[22,12470,12472],{"href":12151,"rel":12471},[26],"出典：みんかぶFX","）。しかしその後は円売りが再燃し、15日前場には162円台に戻している。",[11,12475,12476,12477,12480,12481,42],{},"市場では日銀の9月利上げを見込む確率が約8割に達しており（",[22,12478,12403],{"href":6152,"rel":12479},[26],"）、野村證券も9月利上げをメインシナリオに変更。年内さらに2回の利上げを想定するリスクシナリオも視野に入れている（",[22,12482,12484],{"href":5808,"rel":12483},[26],"出典：野村證券",[15,12486,45],{"id":45},[11,12488,12489],{},"利上げ観測が高まっても円安が「すぐ解消しない」動きは、日米金利差がまだ大きいことを市場が織り込んでいるためとみられる。円安が続くほど輸入原材料コストへの上昇圧力は残りやすく、食品・エネルギーを通じた家計負担が長引く可能性がある。資産運用の観点では、物価上昇分を上回る実質リターンをいかに確保するかが引き続き課題になりそうだ。",[15,12491,51],{"id":51},[11,12493,12494],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・通貨の売買を推奨するものではなく、将来の相場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12496},[12497,12498,12499],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀の9月追加利上げ確率が約8割に迫る中、8月15日前場の日経平均は300円超高。しかし円ドルは162円台前半と高止まりが続き、利上げ期待だけでは輸入物価高圧力が簡単に和らがない状況を映している。",{},"\u002Freading\u002Farticles\u002F2026-08-15-boj-sep-hike-80pct-yen-162","2026-08-15T13:00:00+09:00",{"title":12443,"description":12500},"reading\u002Farticles\u002F2026-08-15-boj-sep-hike-80pct-yen-162",[236,73],"r19ENAthU2XhjhjZuPm_hTzPDrGGT_hCN8lMADDIHUM",{"id":12509,"title":12510,"author":6,"body":12511,"category":62,"dataDate":6,"date":12432,"description":12579,"extension":65,"image":6,"meta":12580,"navigation":67,"path":12581,"publishedAt":12582,"seo":12583,"stem":12584,"tags":12585,"type":6,"updated":6,"__hash__":12586},"articles\u002Freading\u002Farticles\u002F2026-08-15-us-ppi-nasdaq-high-weak-yen.md","米7月PPIが予想下振れ、ナスダック100が最高値圏——円安159円台で輸入物価圧力は続く",{"type":8,"value":12512,"toc":12574},[12513,12520,12522,12530,12542,12553,12564,12566,12569,12571],[11,12514,12515,12516,12519],{},"米国時間8月14日（金）の主要株価指数は、7月の生産者物価指数（PPI）が予想を下回ったことで利上げ懸念が後退し、ハイテク株を中心に買いが広がった。",[33,12517,12518],{},"ナスダック100は前日比+1.15%（+341.90ポイント）の30,084.50ポイント","と、最高値圏での推移が続いている。一方でドル円は159円台に高止まりしており、国内の輸入物価を通じた家計負担は軽減されていない。",[15,12521,17],{"id":17},[11,12523,12524,12525,42],{},"8月14日（米国時間）に発表された**米7月生産者物価指数（PPI）は前年同月比+4.7%**と、市場予想を下回る結果となった。2日前のCPI（消費者物価指数）鈍化に続く形でインフレ圧力の緩和が確認され、9月の米連邦公開市場委員会（FOMC）での利上げ見送り観測が強まった（",[22,12526,12529],{"href":12527,"rel":12528},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_08_14_us100\u002F",[26],"OANDA Japan、2026年8月14日",[11,12531,12532,12533,12536,12537,42],{},"この流れを受け、金利感応度の高いハイテク株が買われた。",[33,12534,12535],{},"S&P500は前日に続き終値ベースで最高値を更新","し、ナスダック100も30,084ポイント台まで上値を伸ばした（",[22,12538,12541],{"href":12539,"rel":12540},"https:\u002F\u002Fwww.businessinsider.jp\u002Farticle\u002F2608-14-todays-sp500-and-msci-acwi\u002F",[26],"Business Insider Japan、2026年8月14日",[11,12543,12544,12545,12548,12549,42],{},"一方、為替は",[33,12546,12547],{},"ドル円が8月14日時点で159円台半ば","と円安が続く。日銀が6月会合で政策金利を1.00%へ引き上げたにもかかわらず、日米金利差は依然大きく円安圧力がかかっている（",[22,12550,12552],{"href":11742,"rel":12551},[26],"外為どっとコム、2026年8月14日",[11,12554,12555,12556,12559,12560,42],{},"円安の影響は国内物価に直接響いており、日銀が発表した",[33,12557,12558],{},"7月の国内企業物価指数は前年同月比+7.2%","。特に円ベースの輸入物価指数は**前年比+29.1%**と大幅な上昇が続き、エネルギーや食料品を中心に家計への値上げ圧力が高まっている（",[22,12561,12563],{"href":10419,"rel":12562},[26],"日本銀行「企業物価指数2026年7月速報」",[15,12565,45],{"id":45},[11,12567,12568],{},"米国のPPI鈍化は利上げペース減速の期待を後押しし、NISAで米国株インデックスを積み立てている投資家には短期的な追い風となりやすい。しかし、ドル円が159円台に高止まりするなかでは、日本の食料・エネルギーを中心とした輸入コストの上振れは続きやすく、「米国株高＝家計の安心」と単純にはつながらない局面が続く。",[15,12570,51],{"id":51},[11,12572,12573],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場水準を保証するものでもありません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":12575},[12576,12577,12578],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米7月生産者物価指数（PPI）が前年比+4.7%と市場予想を下回り、FRBの利上げ観測が後退。ナスダック100は前日比+1.15%と上昇した一方、ドル円は159円台高止まり。日本の輸入物価は前年比+29%超と家計への圧力が続く。",{},"\u002Freading\u002Farticles\u002F2026-08-15-us-ppi-nasdaq-high-weak-yen","2026-08-15T09:00:00+09:00",{"title":12510,"description":12579},"reading\u002Farticles\u002F2026-08-15-us-ppi-nasdaq-high-weak-yen",[164,236],"e4eIqjICVTeS-j-hSlj1E2kCJWwAAubYbzdGCZdhbao",{"id":12588,"title":12589,"author":6,"body":12590,"category":62,"dataDate":6,"date":12641,"description":12642,"extension":65,"image":6,"meta":12643,"navigation":67,"path":12644,"publishedAt":12645,"seo":12646,"stem":12647,"tags":12648,"type":6,"updated":6,"__hash__":12649},"articles\u002Freading\u002Farticles\u002F2026-08-14-nikkei-close-import-price-evening.md","日経平均4日続伸で68713円に終値——輸入物価は円ベースで前年比＋29%、家計コストは高止まり",{"type":8,"value":12591,"toc":12636},[12592,12595,12597,12609,12620,12626,12628,12631,12633],[11,12593,12594],{},"8月14日（金）の東京株式市場は4日続伸で終値を迎えたが、家計を直撃する輸入物価の高止まりは変わらない。株価と物価が同時に上がり続ける局面で、今日の市場を整理する。",[15,12596,17],{"id":17},[11,12598,12599,12602,12603,12608],{},[33,12600,12601],{},"日経平均の終値（8月14日）","：前日比405.21円高の68,713.80円（",[22,12604,12607],{"href":12605,"rel":12606},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260814\u002F865841.html",[26],"財経新聞、2026年8月14日","）。取引時間中には一時69,608円と約1カ月ぶりに6万9,000円台を回復する場面もあったが、週末の持ち高調整売りが出て上げ幅を縮小した。",[11,12610,12611,12614,12615,12619],{},[33,12612,12613],{},"7月の企業物価指数（日銀、8月13日発表）","：国内企業物価は前年比＋7.2%。輸入物価（円ベース）は前年比＋29.1%に達した（",[22,12616,12618],{"href":11742,"rel":12617},[26],"外為どっとコム・2026年8月14日解説","）。契約通貨ベースでは＋17.7%であり、円ベースとの差（約11%ポイント）が円安による「上乗せ分」を示している。",[11,12621,12622,12625],{},[33,12623,12624],{},"ドル円相場","：8月14日現在、159円台で推移。7月末に一時155円台まで円高が進んだ後、再び160円を意識する水準に戻している。日銀は7月30〜31日の会合で政策金利を1.0%に据え置いたが、物価の上振れリスクに言及しており、追加利上げ観測が残る状態が続いている。",[15,12627,45],{"id":45},[11,12629,12630],{},"輸入物価が円ベースで前年比3割近く上がっている状態は、食料や生活用品・エネルギーの仕入れコストに時間差で転嫁されていく圧力を意味する。今夏に実感している食料品の値上がりの一因も、こうした輸入コストの高止まりにある。株価が上昇しても、円安が続く限りは「暮らしの物価」は下がりにくい——そのギャップが足元の家計感覚を説明している。",[15,12632,51],{"id":51},[11,12634,12635],{},"本記事は情報提供を目的としたもので、投資助言ではありません。記載の数値・相場は公開情報をもとにした参考値であり、将来の価格動向を保証するものではありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12637},[12638,12639,12640],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-14","日経平均は405円高の68713円で4日続伸。一方、日銀が8月13日に発表した7月の輸入物価指数（円ベース）は前年比＋29.1%と高水準。株高と物価高が並走する足元の家計状況を整理した。",{},"\u002Freading\u002Farticles\u002F2026-08-14-nikkei-close-import-price-evening","2026-08-14T20:00:00+09:00",{"title":12589,"description":12642},"reading\u002Farticles\u002F2026-08-14-nikkei-close-import-price-evening",[236,73],"1gaFHH9Zy4HkEGE8_ffKKbNcBviq3o4lPOeLMKEwza4",{"id":12651,"title":12652,"author":6,"body":12653,"category":62,"dataDate":6,"date":12641,"description":12746,"extension":65,"image":6,"meta":12747,"navigation":67,"path":12748,"publishedAt":12749,"seo":12750,"stem":12751,"tags":12752,"type":6,"updated":6,"__hash__":12753},"articles\u002Freading\u002Farticles\u002F2026-08-14-nikkei-morning-ai-boj.md","日経平均が一時6万9600円台、AI・半導体株と地銀株が前場を牽引",{"type":8,"value":12654,"toc":12741},[12655,12658,12660,12675,12704,12719,12731,12733,12736,12738],[11,12656,12657],{},"8月14日（金）の東京株式市場・前場は、米国でのインフレ鈍化を追い風に半導体株が急伸し、日経平均株価が一時6万9600円台に乗せた。銀行株、とりわけ地方銀行株も日銀の追加利上げ期待を材料に堅調な値動きを見せた。",[15,12659,17],{"id":17},[11,12661,12662,12666,12667,12670,12671,12674],{},[22,12663,9776],{"href":12664,"rel":12665},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL141F00U6A810C2000000\u002F",[26],"、14日前場終値は前日比580円42銭高の",[33,12668,12669],{},"6万8889円01銭","（0.85%高）。取引時間中には一時6万9600円台まで上昇し、",[33,12672,12673],{},"約1カ月ぶりの高値水準","をつける場面もあった。",[11,12676,12677,12678,12683,12684,12687,12688,12693,12694,12697,12698,12703],{},"上昇の中心は AI・半導体関連株だ。",[22,12679,12682],{"href":12680,"rel":12681},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL140SV0U6A810C2000000\u002F",[26],"日経新聞の別報道","では、",[33,12685,12686],{},"アドバンテストが前日比2,790円（+7.76%）高の3万8,730円","と株式分割考慮後の上場来高値を連日更新。",[22,12689,12692],{"href":12690,"rel":12691},"https:\u002F\u002Fwww.tradingkey.com\u002Fjp\u002Fanalysis\u002Fstocks\u002Fmore\u002F262104038-japan-south-korea-stocks-kospi-nikkei-softbank-sk-hynix-samsung-kioxia-tradingkey",[26],"TradingKey の報道","によると",[33,12695,12696],{},"キオクシアも+7.20%の5万5,530円","と急伸し、",[22,12699,12702],{"href":12700,"rel":12701},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202608140421",[26],"株探ニュースでは「話題株・買いトップ」","として特別気配に指定された。",[11,12705,12706,12707,12712,12713,12718],{},"背景にあるのは米国のインフレ鈍化だ。",[22,12708,12711],{"href":12709,"rel":12710},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F12\u002Fcpi-inflation-report-july-2026.html",[26],"CNBC によれば、米7月CPI は前月比+0.1%、前年比+3.4%","と落ち着きを見せ（8月12日公表）、続いて発表された",[22,12714,12717],{"href":12715,"rel":12716},"https:\u002F\u002Fwww.tradingkey.com\u002Fanalysis\u002Feconomic\u002Findicators\u002F262102661-us-ppi-fell-short-expectations-july-cooling-inflation-fed-tradingkey",[26],"7月PPIも市場予想を下回った（TradingKey）","。米連邦準備制度（Fed）の利上げ懸念が後退し、グロース株・半導体株への買いが世界的に広がった。",[11,12720,12721,12722,12725,12726,5863],{},"もう一つの柱は日銀の追加利上げ観測だ。日経新聞は、金利上昇による利ざや改善期待から",[33,12723,12724],{},"阿波銀行・いよぎんホールディングスが実質的な上場来高値を更新","したと伝えている。",[22,12727,12730],{"href":12728,"rel":12729},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-14\u002Fjapan-stocks-rise-as-us-rate-hike-bets-ease-ai-chip-shares-gain",[26],"Bloomberg は日本株が週間で約2カ月ぶりの大幅上昇に向かっていると報じた",[15,12732,45],{"id":45},[11,12734,12735],{},"「米インフレ鈍化 → Fed 利上げ懸念後退 → 半導体株高 → 日本株の追い風」という構図は今週で 3 日続いており、短期的な勢いはある。一方で日銀の追加利上げ期待は円高方向への圧力にもなりうるため、引き続き為替と金利の動向が日本株の上値を左右しそうな局面だ。",[15,12737,51],{"id":51},[11,12739,12740],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12742},[12743,12744,12745],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米インフレ鈍化でFed利上げ懸念が和らぎ、アドバンテストが上場来高値を連日更新。日銀追加利上げ期待で阿波銀・いよぎんHDも実質的な上場来高値圏に浮上した。",{},"\u002Freading\u002Farticles\u002F2026-08-14-nikkei-morning-ai-boj","2026-08-14T13:00:00+09:00",{"title":12652,"description":12746},"reading\u002Farticles\u002F2026-08-14-nikkei-morning-ai-boj",[73,236],"x_2ufDrTY9oKG2XoUA1GX9L-2RpT694h5PnR0sKmwzc",{"id":12755,"title":12756,"author":6,"body":12757,"category":62,"dataDate":6,"date":12641,"description":12830,"extension":65,"image":6,"meta":12831,"navigation":67,"path":12832,"publishedAt":12833,"seo":12834,"stem":12835,"tags":12836,"type":6,"updated":6,"__hash__":12837},"articles\u002Freading\u002Farticles\u002F2026-08-14-us-cpi-sp500-record-weak-yen.md","米CPI2日連続鈍化でS&P500が終値最高値——ドル円は159円台高止まりで輸入インフレ圧力は続く",{"type":8,"value":12758,"toc":12825},[12759,12766,12768,12784,12794,12808,12816,12818,12821,12823],[11,12760,12761,12762,12765],{},"米国時間8月13日（木）のNY株式市場は、2日続けて物価指標が鈍化したことを受けてリスクオンが優勢となり、",[33,12763,12764],{},"S&P500が前日比0.65%高の7,798.99ポイント","と終値最高値を更新した。NASDAQも0.81%高の26,803ポイント、NYダウは0.13%高の5万3,839ドルで引けた。",[15,12767,17],{"id":17},[11,12769,12770,12771,12774,12775,12778,12779,42],{},"8月12日に発表された",[33,12772,12773],{},"米7月消費者物価指数（CPI）は前年比+3.4%","（コアCPI +2.5%）と、前月から小幅低下した。翌13日発表の",[33,12776,12777],{},"7月生産者物価指数（PPI）も鈍化傾向","を示し、FRB（米連邦準備理事会）が9月会合で利上げに踏み切る確率は約30%まで後退した（",[22,12780,12783],{"href":12781,"rel":12782},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F376075",[26],"みんかぶFX、2026年8月14日",[11,12785,12786,12787,12790,12791,42],{},"一方、",[33,12788,12789],{},"米10年債利回りは一時4.61%まで低下","したものの、年末までの追加利上げ確率は市場で90%超と依然高く、利回りの低下幅は限定的だった（",[22,12792,332],{"href":12781,"rel":12793},[26],[11,12795,12796,12799,12800,12804,12805,12807],{},[33,12797,12798],{},"ドル円は8月14日午前9時時点で159.43〜159.44円","と、前日比ほぼ横ばい。2日間の物価鈍化でも大きな円高にはつながらず、159円台の円安水準が続いている（",[22,12801,12529],{"href":12802,"rel":12803},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026081402000044\u002F",[26],"）。次の方向感を決めるイベントとして、8月27〜29日の",[33,12806,10184],{},"でのFRBパウエル議長の発言が注目される。",[11,12809,12810,12811],{},"参照：",[22,12812,12815],{"href":12813,"rel":12814},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN128R40S6A810C2000000\u002F",[26],"日本経済新聞「米利上げ観測が後退、7月CPIの伸び縮小で」",[15,12817,45],{"id":45},[11,12819,12820],{},"米国のインフレ鈍化でS&P500が最高値を更新したことは、NISAで米国株インデックスに積み立てている投資家には短期的な追い風となりやすい。ただしドル円が159円台を維持する限り、日本の食料・エネルギーなど輸入品の価格押し上げ圧力は続く。「利上げ終了＝円高」を期待しにくい局面が続いており、ジャクソンホールまではFRBの姿勢を見極めながら様子見が続きそうだ。",[15,12822,51],{"id":51},[11,12824,12573],{},{"title":56,"searchDepth":57,"depth":57,"links":12826},[12827,12828,12829],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米7月CPIが前年比3.4%に鈍化し、S&P500が7,798ポイントと終値最高値を更新。ただしドル円は159円台と円安が高止まりしており、食料・エネルギーの輸入価格への下押し圧力は限定的だ。",{},"\u002Freading\u002Farticles\u002F2026-08-14-us-cpi-sp500-record-weak-yen","2026-08-14T09:00:00+09:00",{"title":12756,"description":12830},"reading\u002Farticles\u002F2026-08-14-us-cpi-sp500-record-weak-yen",[164,236],"rrccK_GJ4o9WVGCTwhDUWDnHIz0UgQs2wdtEKfTa2QQ",{"id":12839,"title":12840,"author":6,"body":12841,"category":62,"dataDate":6,"date":12906,"description":12907,"extension":65,"image":6,"meta":12908,"navigation":67,"path":12909,"publishedAt":12910,"seo":12911,"stem":12912,"tags":12913,"type":6,"updated":6,"__hash__":12914},"articles\u002Freading\u002Farticles\u002F2026-08-13-nikkei-rebound-ai-boj-rate-hike.md","日経平均3日続伸、68,308円｜AI・半導体株高と日銀利上げ観測が同時進行",{"type":8,"value":12842,"toc":12901},[12843,12854,12856,12861,12868,12871,12876,12888,12891,12893,12896,12898],[11,12844,12845,12846,12849,12850,12853],{},"8月13日（木）の東京株式市場は続伸で引けた。日経平均株価は前日比784円53銭高（+1.16%）の",[33,12847,12848],{},"68,308円59銭","で大引けを迎え、約1カ月ぶりに6万8,000円台を回復した（3日続伸）。為替は17時時点で",[33,12851,12852],{},"1ドル＝159円34〜35銭","、日銀の早期利上げ観測を受けて円がやや底堅く推移した。",[15,12855,17],{"id":17},[11,12857,12858],{},[33,12859,12860],{},"株式市場：AI・半導体株に資金が戻る",[11,12862,12863,12864,42],{},"上げの背景にあるのは前日の米国市場の流れだ。米労働省が12日（現地時間）に発表した7月のCPI（消費者物価指数）が市場予想の範囲に収まり、連邦準備理事会（Fed）の早期再利上げ観測が後退。ナスダックが上昇し、その流れを受けて東京市場でもAI・半導体関連株への買い戻しが強まった。上げ幅は午前中に一時1,200円超に達した（",[22,12865,315],{"href":12866,"rel":12867},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL130KOTT10C26A8000000\u002F",[26],[11,12869,12870],{},"市場では米国の「適温経済（ゴルディロックス）」への期待——景気が強すぎず弱すぎず、物価が落ち着いた環境——がテクノロジー株の買い材料として意識された。",[11,12872,12873],{},[33,12874,12875],{},"円相場・日銀：9〜10月の利上げが視野に",[11,12877,12878,12879,12883,12884,42],{},"為替市場では、日銀が9月か10月の金融政策決定会合で追加利上げを行う観測が強まった。みんかぶFXによると、高市政権の関係者が「介入効果を維持する観点から日銀の利上げを支持している」と明かしたと伝わり、ドル円は一時159円19銭まで円高方向に振れた（",[22,12880,12882],{"href":12151,"rel":12881},[26],"みんかぶFX、2026年8月13日","）。17時時点の円相場は1ドル＝159円34〜35銭（",[22,12885,315],{"href":12886,"rel":12887},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1353S0T10C26A8000000\u002F",[26],[11,12889,12890],{},"OIS（翌日物金利スワップ）市場では10月までの25bps利上げを折り込む動きも出ており、今後の日銀の言動が為替・金利の両面でカギを握る局面だ。",[15,12892,45],{"id":45},[11,12894,12895],{},"株高と利上げ期待が同時に進んだ一日は、個人投資家にとって複数の変数が絡む。仮に日銀が9〜10月に利上げに踏み切れば、変動金利の住宅ローンを抱える家計には返済負担増が直接響く。その一方で、円安の是正方向は輸入コスト（食品・エネルギー）の上昇圧力を和らげる可能性があり、物価目線では好材料となりうる。AI・半導体株の戻りが本格反転か調整後の一過性か、米国の雇用・物価データと合わせて引き続き確認したい。",[15,12897,51],{"id":51},[11,12899,12900],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買や金融商品への投資を推奨するものではなく、将来の株価・為替・金利動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":12902},[12903,12904,12905],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-13","8月13日の日経平均は前日比784円高の68,308円と3日続伸。米物価指標が市場予想通りで安心感が広がりAI・半導体株に買いが戻る一方、日銀の9〜10月利上げ観測も浮上し円相場が動いた一日を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-13-nikkei-rebound-ai-boj-rate-hike","2026-08-13T20:00:00+09:00",{"title":12840,"description":12907},"reading\u002Farticles\u002F2026-08-13-nikkei-rebound-ai-boj-rate-hike",[73,236],"wpKgZqDUf_5HXQidLAFKuTcOCwW8zAgZ69g2ae9R3rk",{"id":12916,"title":12917,"author":6,"body":12918,"category":62,"dataDate":6,"date":12906,"description":12972,"extension":65,"image":6,"meta":12973,"navigation":67,"path":12974,"publishedAt":12975,"seo":12976,"stem":12977,"tags":12978,"type":6,"updated":6,"__hash__":12979},"articles\u002Freading\u002Farticles\u002F2026-08-13-us-cpi-nikkei-ai-rally.md","米7月CPI「予想どおり」でインフレ鈍化確認、日経平均は前場1085円高",{"type":8,"value":12919,"toc":12967},[12920,12923,12925,12934,12949,12958,12960,12963,12965],[11,12921,12922],{},"12日夜（日本時間）に発表された米7月消費者物価指数（CPI）が市場予想と一致し、インフレの鈍化が確認されました。これを受けてFRBの早期利上げ観測が後退、ナスダックやフィラデルフィア半導体株指数（SOX）が上昇した流れが東京市場に波及し、8月13日の前場は日経平均が1085円高（+1.61%）の6万8609円で引けました。",[15,12924,17],{"id":17},[11,12926,12927,12928,12933],{},"米労働省が12日に発表した",[22,12929,12932],{"href":12930,"rel":12931},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN112960R10C26A8000000\u002F",[26],"7月CPIは前年同月比＋3.4%","（6月の3.5%から小幅鈍化）、食品・エネルギーを除くコアCPIは＋2.5%（6月の2.6%から低下）でした。数字は市場コンセンサスと一致していましたが、「インフレが想定以上に粘着している」という懸念は払拭され、FRBの年内利下げ期待が下支えされました。",[11,12935,12936,12937,12942,12943,12948],{},"これを受けて米ハイテク株が上昇。",[22,12938,12941],{"href":12939,"rel":12940},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1309T0T10C26A8000000\u002F",[26],"東京市場13日の寄り付きは上げ幅1200円超","となり、AI・半導体関連に買いが集中しました。",[22,12944,12947],{"href":12945,"rel":12946},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL131C50T10C26A8000000\u002F",[26],"前場終値は前日比1085円86銭高の6万8609円92銭","と、7月16日以来となる6万8000円台回復です。買い一巡後は6万8500円水準で戻り待ちの売りに押される場面もありました。",[11,12950,12951,12952,12957],{},"為替は",[22,12953,12956],{"href":12954,"rel":12955},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_08_13_usdjpy\u002F",[26],"1ドル＝159円台前半で小幅円高方向","。米金利低下を意識したドル売りが背景にあり、輸入物価の押し下げ要因としてはやや円にとって有利な動きです。",[15,12959,45],{"id":45},[11,12961,12962],{},"CPIの「予想一致」は短期的にはリスクオンの追い風になりましたが、前年比3.4%というインフレ水準はFRBの目標（2%）を依然として大きく上回っています。日本の個人投資家にとっては、輸入物価や円の購買力に影響する米金融政策の方向感を継続して確認する局面が続きそうです。AI・半導体関連の買いが一服するタイミングで、選別物色がどの業種に向かうかも注目点です。",[15,12964,51],{"id":51},[11,12966,342],{},{"title":56,"searchDepth":57,"depth":57,"links":12968},[12969,12970,12971],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"12日発表の米消費者物価指数が予想に一致しFRB利上げ観測が後退。東京市場の前場はAI・半導体株主導で続伸し、6万8600円台を回復した。",{},"\u002Freading\u002Farticles\u002F2026-08-13-us-cpi-nikkei-ai-rally","2026-08-13T13:00:00+09:00",{"title":12917,"description":12972},"reading\u002Farticles\u002F2026-08-13-us-cpi-nikkei-ai-rally",[73,236],"nSvF5Ygdkz5Q-tMbAD2Sg58uLiXxABvtsKqTKlLXIAY",{"id":12981,"title":12982,"author":6,"body":12983,"category":62,"dataDate":6,"date":12906,"description":13126,"extension":65,"image":6,"meta":13127,"navigation":67,"path":13128,"publishedAt":13129,"seo":13130,"stem":13131,"tags":13132,"type":6,"updated":6,"__hash__":13133},"articles\u002Freading\u002Farticles\u002F2026-08-13-us-cpi-cooling-but-energy-risks-persist.md","米7月CPIが前年比3.4%に鈍化——でも原油は下がらない理由",{"type":8,"value":12984,"toc":13121},[12985,12988,12990,12995,13014,13019,13022,13066,13076,13081,13093,13098,13111,13113,13116,13118],[11,12986,12987],{},"8月12日（米東部時間）に発表された米7月消費者物価指数（CPI）は、インフレ鈍化を示す内容でした。しかし米株式市場は揃って反落し、ドル円も一時円高に振れた後に持ち直すという荒い値動きになりました。背景にあるのは、インフレと中東情勢という二つの力が同時に市場を動かしているためです。",[15,12989,17],{"id":17},[11,12991,12992],{},[33,12993,12994],{},"米7月CPI（8月12日発表）",[11,12996,12997,12998,13001,13002,13005,13006,1793,13009,42],{},"米労働統計局（BLS）の発表によると、7月の消費者物価指数は前月比+0.1%・前年比",[33,12999,13000],{},"3.4%","（6月の3.5%から0.1pt低下）。変動の大きい食料とエネルギーを除いたコアCPIも前年比",[33,13003,13004],{},"2.5%","（6月から0.1pt低下）と、2カ月連続で鈍化しました（",[22,13007,4675],{"href":12709,"rel":13008},[26],[22,13010,13013],{"href":13011,"rel":13012},"https:\u002F\u002Fwww.bls.gov\u002Fnews.release\u002Fcpi.nr0.htm",[26],"BLS",[11,13015,13016],{},[33,13017,13018],{},"米株式市場（8月12日終値）",[11,13020,13021],{},"インフレ鈍化にもかかわらず、3指数は揃って下落しました。",[2752,13023,13024,13034],{},[2755,13025,13026],{},[2758,13027,13028,13030,13032],{},[2761,13029,5603],{},[2761,13031,5606],{},[2761,13033,5609],{},[2768,13035,13036,13046,13056],{},[2758,13037,13038,13040,13043],{},[2773,13039,5616],{},[2773,13041,13042],{},"53,791.85",[2773,13044,13045],{},"−0.3%（−184pt）",[2758,13047,13048,13050,13053],{},[2773,13049,5627],{},[2773,13051,13052],{},"7,728.20",[2773,13054,13055],{},"−0.3%",[2758,13057,13058,13060,13063],{},[2773,13059,5638],{},[2773,13061,13062],{},"26,445.45",[2773,13064,13065],{},"−0.6%",[11,13067,4697,13068,1793,13072,1714],{},[22,13069,2246],{"href":13070,"rel":13071},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-12\u002Fstock-market-today-dow-s-p-live-updates",[26],[22,13073,688],{"href":13074,"rel":13075},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-wednesday-august-12-dow-sp-500-nasdaq-cpi-report-091555133.html",[26],[11,13077,13078],{},[33,13079,13080],{},"ドル円（8月12日 NY終値）",[11,13082,13083,13084,13087,13088,42],{},"CPI発表直後にドル売り・円高が進み一時158.60円まで下落しましたが、中東情勢を背景にした「有事のドル買い」が再燃し、",[33,13085,13086],{},"159.42円","（前日比+14銭のドル高）で引けました（",[22,13089,13092],{"href":13090,"rel":13091},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493854",[26],"ザイFX!",[11,13094,13095],{},[33,13096,13097],{},"ホルムズ海峡封鎖の現状",[11,13099,13100,13101,1793,13106,42],{},"2026年春からの米・イスラエルとイランの軍事衝突を背景に、世界の海上原油輸送の約2割を担うホルムズ海峡の事実上の封鎖が続いています。国際エネルギー機関（IEA）は夏季の原油市場が「危険域」に入る可能性を警告しており、IEA加盟国による協調備蓄放出の初期分は8月初頭で出尽くしたとされています（",[22,13102,13105],{"href":13103,"rel":13104},"https:\u002F\u002Fwww.bk.mufg.jp\u002Freport\u002Fwhatsnew\u002Freport_20260403.pdf",[26],"三菱UFJ銀行レポート",[22,13107,13110],{"href":13108,"rel":13109},"https:\u002F\u002Fwww.logi-today.com\u002F954412",[26],"IEA報道",[15,13112,45],{"id":45},[11,13114,13115],{},"CPIの鈍化は「FRBが9月FOMCで利上げを急がなくてよい」という材料になり、本来であればドル売り・株買い要因です。しかし日本の原油輸入の9割超は中東依存であり、ホルムズ封鎖が長引けばエネルギーコストの高止まりを通じてガソリン・電気・食品価格に上向き圧力がかかり続けます。米国のインフレが落ち着いても、日本側の輸入コスト（エネルギー＋円安）は別の要因で動く——そのずれに注意が必要です。次の確認ポイントは、同じ週に発表される米卸売物価指数（PPI）と小売売上高です。",[15,13117,51],{"id":51},[11,13119,13120],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買や、特定の運用方法を推奨するものではなく、将来の相場や物価を保証するものでもありません。最終的な判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":13122},[13123,13124,13125],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"インフレ鈍化でFRBの利上げ圧力は後退。それでも中東・ホルムズ海峡封鎖で原油が高止まりし、日本の家計は二方向から圧力を受けている。",{},"\u002Freading\u002Farticles\u002F2026-08-13-us-cpi-cooling-but-energy-risks-persist","2026-08-13T09:00:00+09:00",{"title":12982,"description":13126},"reading\u002Farticles\u002F2026-08-13-us-cpi-cooling-but-energy-risks-persist",[236,164],"j3qhMWCNw884KFitVgLcUZaSpPgzXUrnUYE0k-l1KPM",{"id":13135,"title":13136,"author":6,"body":13137,"category":62,"dataDate":6,"date":13208,"description":13209,"extension":65,"image":6,"meta":13210,"navigation":67,"path":13211,"publishedAt":13212,"seo":13213,"stem":13214,"tags":13215,"type":6,"updated":6,"__hash__":13216},"articles\u002Freading\u002Farticles\u002F2026-08-12-topix-record-nikkei-rally.md","TOPIX約1か月ぶり最高値・日経553円高──銀行株とゴールデンクロスで反発",{"type":8,"value":13138,"toc":13203},[13139,13142,13144,13149,13164,13173,13178,13193,13195,13198,13200],[11,13140,13141],{},"8月12日（水）の東京株式市場は、銀行株を中心とした買いが相場を押し上げ、日経平均株価は前日比553円84銭高の6万7524円06銭で大引けを迎えた。TOPIXは38.39ポイント高の4139.00と、約1か月ぶりに最高値を更新した。",[15,13143,17],{"id":17},[11,13145,13146],{},[33,13147,13148],{},"日経平均553円高・TOPIX最高値更新",[11,13150,13151,13152,13157,13158,13163],{},"日経平均は夏場特有の薄商いのなかで前場から堅調に推移し、午後にかけて上昇幅を拡大。",[22,13153,13156],{"href":13154,"rel":13155},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260812\u002F865432.html",[26],"前日比553円84銭高の67,524円06銭で引けた","。TOPIXは",[22,13159,13162],{"href":13160,"rel":13161},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL122VQTS6A810C2000000\u002F",[26],"前日比38.39ポイント高の4139.00と、7月6日以来約1か月ぶりに最高値を更新","した。",[11,13165,13166,13167,13172],{},"三菱UFJフィナンシャル・グループや三井住友フィナンシャルグループ、千葉銀行、福井銀行といった銀行株が幅広く物色された。上昇の背景には4〜6月期決算への好感に加え、",[22,13168,13171],{"href":13169,"rel":13170},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB120CGTS6A810C2000000\u002F",[26],"日経平均チャートで短期移動平均線が長期移動平均線を上抜く「ゴールデンクロス」が形成","されたことで、テクニカル面からの買いも入った。円を借りてより利回りの高い資産に投資する「円キャリー取引」が続きやすい環境も、相場を下支えしたと伝えられている。",[11,13174,13175],{},[33,13176,13177],{},"ドル円は159円台、原油高が円相場の重荷に",[11,13179,13180,13181,13186,13187,13192],{},"外国為替市場では",[22,13182,13185],{"href":13183,"rel":13184},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F763523",[26],"ドル円は159円台半ばで推移","し、三菱UFJ銀行の公表仲値は",[22,13188,13191],{"href":13189,"rel":13190},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375859",[26],"1ドル159円39銭","だった。中東情勢を受けた原油価格の上昇が輸入コストの増大につながりやすいとして、円相場の重荷となった。",[15,13194,45],{"id":45},[11,13196,13197],{},"TOPIX最高値更新は、国内株式のインデックスファンドをNISA口座で積み立てている人にとっては、資産評価額の改善要因になりやすい。一方、ドル円が159円台と円安水準にある局面では輸入食品やエネルギー価格の高止まりが続きやすく、「相場は上がっているが物価も高い」という状況が当面は並走しそうだ。銀行株が買われた背景には金利上昇期待も一因とみられ、今後の日銀の政策スタンスが預金金利や変動型住宅ローン金利に波及する可能性は引き続き意識しておきたい。",[15,13199,51],{"id":51},[11,13201,13202],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":13204},[13205,13206,13207],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-12","8月12日の東京市場はTOPIXが約1か月ぶりに最高値を更新し、日経平均は553円高の67,524円で大引け。銀行株主導の反発が続くなか、ドル円は159円台と円安水準が続く。",{},"\u002Freading\u002Farticles\u002F2026-08-12-topix-record-nikkei-rally","2026-08-12T20:00:00+09:00",{"title":13136,"description":13209},"reading\u002Farticles\u002F2026-08-12-topix-record-nikkei-rally",[73,74],"Q5CrMdIsD60dPQgm1tFpShpyORtvIKbr02i3KkV3yXw",{"id":13218,"title":13219,"author":6,"body":13220,"category":62,"dataDate":6,"date":13208,"description":13261,"extension":65,"image":6,"meta":13262,"navigation":67,"path":13263,"publishedAt":13264,"seo":13265,"stem":13266,"tags":13267,"type":6,"updated":6,"__hash__":13268},"articles\u002Freading\u002Farticles\u002F2026-08-12-tokyo-morning-session-cpi-watch.md","前場は様子見、今夜の米CPI次第で円安が動くか──ドル円159円台で推移",{"type":8,"value":13221,"toc":13256},[13222,13225,13227,13235,13243,13246,13248,13251,13253],[11,13223,13224],{},"8月12日（水）の東京市場前場は、日経平均株価が6万6千円台でもみ合う展開となった。円安を追い風に朝方は買いが先行したものの、今夜予定されている米消費者物価指数（CPI）の発表を前に積極的な売買を手控える雰囲気が強まり、上値の重い推移が続いた。",[15,13226,17],{"id":17},[11,13228,13229,13230,13234],{},"午前10時16分時点の日経平均株価は前営業日比70円程度安の6万6900円前後（",[22,13231,1713],{"href":13232,"rel":13233},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F763412",[26],"）。朝方は一時234円安まで下げる場面もあったが、その後やや持ち直した。為替は同時点でドル円が159円台前半と前日比で円安が続いている。",[11,13236,13237,13238,13242],{},"今夜（日本時間8月12日深夜〜13日未明）に、米労働統計局が7月の米CPI（消費者物価指数）を発表する予定。市場予想では7月は前月比での伸びが小幅にとどまり、インフレの鈍化傾向が続くとの見方が優勢だ（",[22,13239,1686],{"href":13240,"rel":13241},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260808\u002F865002.html",[26],"）。ただし予想を上回れば米金利の上昇観測が高まり、ドル高・円安が加速する可能性がある。",[11,13244,13245],{},"業種別では銀行株や鉱業株が堅調な一方、非鉄金属・医薬品・繊維は軟調。前日の米国株（NYダウ・ナスダック）が続落して戻ってきたことも、センチメントを抑制している。",[15,13247,45],{"id":45},[11,13249,13250],{},"ドル円が159円台で高止まりしている状況では、輸入品の価格（食料品・エネルギー・衣料）への上昇圧力が続きやすい。今夜の米CPIが予想より強い数字となればドル円のさらなる上昇につながり、家計が日々感じる「値上げ」感覚が長引く可能性がある点は注視しておきたい。",[15,13252,51],{"id":51},[11,13254,13255],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":13257},[13258,13259,13260],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月12日の東京市場前場は日経平均が6万6千円台でもみ合い。今夜発表の米7月CPIを警戒し、ドル円は159円台前半で推移。上振れすれば円安・輸入物価への波及も。",{},"\u002Freading\u002Farticles\u002F2026-08-12-tokyo-morning-session-cpi-watch","2026-08-12T13:00:00+09:00",{"title":13219,"description":13261},"reading\u002Farticles\u002F2026-08-12-tokyo-morning-session-cpi-watch",[236,73],"Al_j-uHfHyFeYBxqC01xsZ6gP_WgMy3tcTnP-1oTSME",{"id":13270,"title":13271,"author":6,"body":13272,"category":62,"dataDate":6,"date":13208,"description":13358,"extension":65,"image":6,"meta":13359,"navigation":67,"path":13360,"publishedAt":13361,"seo":13362,"stem":13363,"tags":13364,"type":6,"updated":6,"__hash__":13365},"articles\u002Freading\u002Farticles\u002F2026-08-12-oil-price-iran-yen-impact.md","原油90ドル迫る・円159円台——イラン協議膠着が家計を二重に圧迫",{"type":8,"value":13273,"toc":13353},[13274,13277,13279,13284,13295,13302,13307,13315,13318,13325,13329,13332,13343,13345,13348,13350],[11,13275,13276],{},"米国市場（8月11日）では、株式が小幅下落する一方、原油価格が急伸した。背景にあるのは米国とイランの和平交渉の行き詰まりで、ホルムズ海峡の通航再開が見通せない状況が続いている。円相場は1ドル＝159円台まで下落しており、日本の家計にとってはエネルギー価格の上昇が円安によってさらに増幅される局面となっている。",[15,13278,17],{"id":17},[11,13280,13281],{},[33,13282,13283],{},"米国株式市場（8月11日終値）",[443,13285,13286,13289,13292],{},[446,13287,13288],{},"NYダウ：53,791.85ドル（前日比 −184.13ドル、−0.34%）",[446,13290,13291],{},"S&P500：7,728.20（−0.32%）",[446,13293,13294],{},"ナスダック：26,445.45（−0.6%）",[11,13296,508,13297],{},[22,13298,13301],{"href":13299,"rel":13300},"https:\u002F\u002Fwww.washingtonpost.com\u002Fbusiness\u002F2026\u002F08\u002F11\u002Fwall-street-stocks-dow-nasdaq\u002Fcd13af98-95c1-11f1-9ef9-1be722184483_story.html",[26],"Associated Press via Washington Post",[11,13303,13304],{},[33,13305,13306],{},"原油価格",[443,13308,13309,13312],{},[446,13310,13311],{},"ブレント原油先物：1バレル＝88.09ドル（7月31日以来の高値）",[446,13313,13314],{},"WTI原油先物：82.52ドル",[11,13316,13317],{},"前日比で約5%上昇しており、米イラン交渉の行き詰まりが直接の材料となっている。トランプ大統領がイラン側への補償要求を追加し、交渉が「メキシカン・スタンドオフ」（双方が譲らない膠着状態）に陥っているとアナリストは指摘する。専門家の試算では、交渉の行方次第で原油は75〜95ドルの範囲で振れる可能性があるとされる。",[11,13319,508,13320],{},[22,13321,13324],{"href":13322,"rel":13323},"https:\u002F\u002Fmoderndiplomacy.eu\u002F2026\u002F08\u002F11\u002Foil-prices-rise-as-us-iran-talks-stall-over-strait-of-hormuz\u002F",[26],"Modern Diplomacy, 2026-08-11",[11,13326,13327],{},[33,13328,6670],{},[11,13330,13331],{},"円は1ドル＝159円台まで下落した。直近では日米当局による共同介入が複数回実施されたとみられているものの、155〜160円水準での攻防が続いている。",[11,13333,508,13334,9403,13339],{},[22,13335,13338],{"href":13336,"rel":13337},"https:\u002F\u002Fwww.brecorder.com\u002Fnews\u002Famp\u002F40433044",[26],"Business Recorder",[22,13340,41],{"href":13341,"rel":13342},"https:\u002F\u002Ftradingeconomics.com\u002Fjapan\u002Fcurrency\u002Fnews\u002F540777",[26],[15,13344,45],{"id":45},[11,13346,13347],{},"日本は原油輸入の多くを中東に依存しており、ホルムズ海峡の通航不安は輸入コストに直結する。今回は円安（159円台）が重なっているため、円建てのエネルギー・輸入食品コストは二重に押し上げられる可能性がある。7月の米CPI発表を控えて米国でもインフレ再燃への警戒感が強まっており、米連邦準備制度（Fed）の利下げ期待が後退すれば日米金利差が維持され、円安圧力が長引きやすい構図でもある。",[15,13349,51],{"id":51},[11,13351,13352],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・通貨・商品の売買を推奨するものではなく、将来の価格や為替水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":13354},[13355,13356,13357],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米イラン交渉がホルムズ海峡の再開を巡って行き詰まり、原油価格が急騰。円安と重なって日本の輸入物価を押し上げる構図が続いている。",{},"\u002Freading\u002Farticles\u002F2026-08-12-oil-price-iran-yen-impact","2026-08-12T09:00:00+09:00",{"title":13271,"description":13358},"reading\u002Farticles\u002F2026-08-12-oil-price-iran-yen-impact",[236,73],"K4ZzkckPfy1QUbYRmreTTk-zG98qIcU3Huwf3K_lOFA",{"id":13367,"title":13368,"author":6,"body":13369,"category":62,"dataDate":6,"date":13423,"description":13424,"extension":65,"image":6,"meta":13425,"navigation":67,"path":13426,"publishedAt":13427,"seo":13428,"stem":13429,"tags":13430,"type":6,"updated":6,"__hash__":13431},"articles\u002Freading\u002Farticles\u002F2026-08-11-us-cpi-preview-hormuz-oil-risk.md","明日の米CPI前夜、ホルムズ海峡リスクが原油高を支える──日本の輸入物価への波及は",{"type":8,"value":13370,"toc":13418},[13371,13374,13376,13384,13395,13408,13410,13413,13415],[11,13372,13373],{},"本日8月11日は山の日で東京株式市場は休場。欧米市場では、明日12日（米東部時間8：30）に控える米国の7月消費者物価指数（CPI）発表を前に、投資家は慎重なスタンスを保っている。その背景にあるのが、米イラン対立によるホルムズ海峡の緊張と、それに伴う原油価格の高止まりだ。",[15,13375,17],{"id":17},[11,13377,13378,13379,42],{},"**米国株式先物（8月11日 東京時間早朝時点）**は、S&P 500先物が+0.22%、ナスダック100先物が+0.46%と小幅プラスで推移。ただし市場心理を重くしているのが、米国とイランの交渉の停滞だ。トランプ大統領は経済的圧力が積み上がるまで待つ姿勢を示し、イラン外相は「米国が条約違反の補償をするまで再交渉はない」と明言。ホルムズ海峡を通過するタンカー航行への不確実性が、原油価格を押し上げる要因となっている（出典: ",[22,13380,13383],{"href":13381,"rel":13382},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-tuesday-august-11-dow-sp-500-nasdaq-102827503.html",[26],"Yahoo Finance・米国株式市場 2026年8月11日",[11,13385,13386,13389,13390,42],{},[33,13387,13388],{},"7月米CPIは明日12日に発表予定。"," ブルームバーグが事前にエコノミストへ調査した中央値では、7月CPI（前月比）は**+0.1%**と小幅上昇が見込まれている。6月は前月比−0.4%と6年ぶりの低下を記録しており、インフレ鈍化の継続が確認されれば、FRBの追加利上げ観測がさらに後退する可能性がある（出典: ",[22,13391,13394],{"href":13392,"rel":13393},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-08-08\u002Fus-cpi-to-show-inflationary-pressures-cooling-some",[26],"Bloomberg 2026年8月8日",[11,13396,13397,13399,13400,13403,13404,42],{},[33,13398,6670],{},"は、先週末の米雇用統計ショック後の円高分を週明けに消化し、8月10日以降はおおむね",[33,13401,13402],{},"1ドル＝159円前後","での推移が続いている（出典: ",[22,13405,332],{"href":13406,"rel":13407},"https:\u002F\u002Ffx.minkabu.jp\u002Fpair\u002FUSDJPY",[26],[15,13409,45],{"id":45},[11,13411,13412],{},"明日のCPIが予想通り小幅にとどまれば、FRBが利上げをためらう材料が積み上がり、ドル高圧力がやや緩む余地が出てくる。一方でホルムズ海峡が実際に閉鎖・規制されると、世界の石油輸送量の約2割が影響を受けるとされ、原油が一段高になれば日本のガソリン・電気代・輸入食品コストへの上乗せ圧力は強まりやすい。足元の円安水準が続く中では、来週以降に明らかになるCPIの着地点とホルムズ情勢の両方が、秋の家計コストを左右する変数になりそうだ。",[15,13414,51],{"id":51},[11,13416,13417],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・原油価格・指数の見通しは不確実であり、将来の動向を保証するものではありません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":13419},[13420,13421,13422],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-11","米国の7月消費者物価指数（CPI）が12日に発表予定。市場予想は前月比+0.1%と落ち着いた内容だが、米イラン対立によるホルムズ海峡閉鎖リスクが原油高を支えており、円安が続く日本の輸入物価への影響は引き続き注視が必要だ。",{},"\u002Freading\u002Farticles\u002F2026-08-11-us-cpi-preview-hormuz-oil-risk","2026-08-11T20:00:00+09:00",{"title":13368,"description":13424},"reading\u002Farticles\u002F2026-08-11-us-cpi-preview-hormuz-oil-risk",[236,73],"rc3WnfZlY5upmNoaZfmbikfKWCSAF20NPNpwD0gQEtM",{"id":13433,"title":13434,"author":6,"body":13435,"category":62,"dataDate":6,"date":13423,"description":13496,"extension":65,"image":6,"meta":13497,"navigation":67,"path":13498,"publishedAt":13499,"seo":13500,"stem":13501,"tags":13502,"type":6,"updated":6,"__hash__":13503},"articles\u002Freading\u002Farticles\u002F2026-08-11-food-price-hike-august-2311-items.md","８月の食品値上げ2,311品目、平均15%高――家計への波及を整理する",{"type":8,"value":13436,"toc":13491},[13437,13440,13442,13451,13466,13475,13477,13486,13488],[11,13438,13439],{},"山の日（8月11日）で東京市場は休場だが、食卓への影響は容赦ない。帝国データバンクが7月末に公表した調査によると、主要食品メーカー195社が8月に値上げする飲食料品は2,311品目にのぼり、前年同月（1,262品目）から約80%増と2022年の調査開始以来2番目の水準に達した。",[15,13441,17],{"id":17},[11,13443,13444,13445,13450],{},"帝国データバンクが2026年7月31日付で公表した",[22,13446,13449],{"href":13447,"rel":13448},"https:\u002F\u002Fwww.tdb.co.jp\u002Freport\u002Feconomic\u002F20260731-neage26y08\u002F",[26],"「食品主要195社 価格改定動向調査（2026年8月）」","によると、8月の飲食料品値上げは2,311品目、月平均の値上げ率は15%。値上げ要因の内訳は原材料費が約91%と最大で、物流費（約66%）・包装資材費（約64%）が続く。中東情勢の悪化に伴う原油高が、ナフサ製品や輸送燃料を通じてコストに波及しており、同調査では「中東情勢」が要因となる値上げが全体の約28%を占めるとされる。",[11,13452,13453,13454,13459,13460,13465],{},"代表的な値上げ例として、日本ハムが8月1日納品分より家庭用・業務用・冷凍食品の約220品目を",[22,13455,13458],{"href":13456,"rel":13457},"https:\u002F\u002Fwww.pricey.jp\u002Fweb\u002Farticles\u002F5236",[26],"5〜46%値上げ","、ニチレイフーズは家庭用冷凍食品・常温食品のほぼ全品を同日より",[22,13461,13464],{"href":13462,"rel":13463},"https:\u002F\u002Fedenred.jp\u002Farticle\u002Fproductivity\u002F295\u002F",[26],"約5〜20%値上げ","。ツナ缶（6.7〜25%）、パスタ・乾麺（4〜24%）、インスタントコーヒー（約14%）、ティッシュ（15%以上）など、日常的に購入する品目が広く対象となっている。",[11,13467,13468,13469,13474],{},"さらに各社の発表を集計した",[22,13470,13473],{"href":13471,"rel":13472},"https:\u002F\u002Foutput001.hatenablog.com\u002Fentry\u002F2026\u002F08\u002F08\u002F205123",[26],"見通し","では、9月の値上げ品目は4,000品目を超える可能性が指摘されており、今秋にかけて家計への圧力が増す局面が続く見込みだ。",[15,13476,45],{"id":45},[11,13478,13479,13480,13485],{},"今回の値上げが調査開始以来2番目の規模に膨らんだ背景には、円安による輸入コストの高止まりがある。ドル円は8月10日終値で",[22,13481,13484],{"href":13482,"rel":13483},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375768",[26],"159円29銭","と依然高水準にあり、輸入原材料コストへの下押し効果は期待しにくい状況だ。加工食品や冷凍食品は品目ごとに値上げ幅の差が大きいため、各メーカーの改定タイミングや対象品目を確認しておくことが、食費管理の一助になりそうだ。",[15,13487,51],{"id":51},[11,13489,13490],{},"本記事は情報提供を目的としたもので、投資助言ではありません。商品価格は各メーカーや販売店の判断により変動します。将来の物価動向を保証するものではなく、最終的な購入・投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":13492},[13493,13494,13495],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"帝国データバンク調べで2026年8月は主要195社の飲食料品が2,311品目値上がり。前年同月比約80%増と2022年の調査開始以来2番目の規模。ツナ缶・冷凍食品・パスタなど身近な品目に直撃し、9月以降もさらなる増加が見込まれる。",{},"\u002Freading\u002Farticles\u002F2026-08-11-food-price-hike-august-2311-items","2026-08-11T13:00:00+09:00",{"title":13434,"description":13496},"reading\u002Farticles\u002F2026-08-11-food-price-hike-august-2311-items",[236,629],"8INL0ZcAXFtO-a0xIw_qANcydOxtjI7slR81UwlfZFI",{"id":13505,"title":13506,"author":6,"body":13507,"category":62,"dataDate":6,"date":13423,"description":13564,"extension":65,"image":6,"meta":13565,"navigation":67,"path":13566,"publishedAt":13567,"seo":13568,"stem":13569,"tags":13570,"type":6,"updated":6,"__hash__":13571},"articles\u002Freading\u002Farticles\u002F2026-08-11-us-jobs-miss-yen-pressure.md","7月米雇用統計が予想を下回る――ドル円は159円台に反発、家計への物価圧力続く",{"type":8,"value":13508,"toc":13559},[13509,13512,13514,13528,13542,13549,13551,13554,13556],[11,13510,13511],{},"先週末8月7日（米国時間）に発表された7月の雇用統計で、米非農業部門雇用者数が市場予想に反してマイナスとなりました。発表直後はドル円が急落し円高方向に振れましたが、週明け8月10日の東京市場では158円20銭前後から159円台へと反発。同日のニューヨーク市場では、NYダウが前週末比60ドル95セント（0.11%）安の53,975ドル98セント、ナスダック総合が0.31%安と小幅に反落して引けました。",[15,13513,17],{"id":17},[11,13515,13516,13517,13522,13523,42],{},"米労働省が8月7日に発表した7月雇用統計では、非農業部門雇用者数が市場予想のプラスに対してマイナスの結果となり、平均時給の伸び率も予想を下回りました（出典: ",[22,13518,13521],{"href":13519,"rel":13520},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_08_10_usdjpy\u002F",[26],"OANDA・ドル円見通し 2026年8月10日","）。FRBの追加利上げ観測が後退し、8月7日（金）のNYダウは主要3指数そろって反発して引けていました（出典: ",[22,13524,13527],{"href":13525,"rel":13526},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_08_10_us30\u002F",[26],"OANDA・NYダウ振り返り 2026年8月10日",[11,13529,13530,13531,13536,13537,42],{},"週明け8月10日のニューヨーク市場では一転してダウが反落。エヌビディアが大規模AI投資計画を発表した後に「投資回収の不透明感から売りが出た」こと、中東情勢を背景にした原油高への警戒感が重なりました（出典: ",[22,13532,13535],{"href":13533,"rel":13534},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1100I0R10C26A8000000\u002F",[26],"日本経済新聞 2026年8月11日","）。一方、ドル円は前夜の円高分を消化し、8月10日東京市場で159円台を付けるなど円安に戻す動きが目立ちました（出典: ",[22,13538,13541],{"href":13539,"rel":13540},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375745",[26],"みんかぶFX 2026年8月10日",[11,13543,13544,13545,42],{},"国内の金利面では、日本銀行が6月の政策決定会合で政策金利を0.75%から1.00%へ引き上げ（約31年ぶりの水準）。これを受けて一部のネット銀行が住宅ローン変動金利を前倒しで引き上げており、大半の金融機関は10月に反映する見通しです（出典: ",[22,13546,13548],{"href":438,"rel":13547},[26],"モゲチェック・住宅ローン金利2026年8月最新動向",[15,13550,45],{"id":45},[11,13552,13553],{},"弱い米雇用統計はFRBの利上げペースを鈍らせる材料になりますが、市場は週明けに円高分を早々に取り戻しており、日米金利差の縮小ペースをなお緩やかにみていることが読み取れます。円安基調が続く局面では、エネルギーや食料品など輸入品を通じた物価上昇圧力が和らぎにくく、日銀利上げによる変動ローン金利の上昇と重なって家計への影響が二方向から及ぶ点は引き続き注視が必要です。",[15,13555,51],{"id":51},[11,13557,13558],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・株価・金利の見通しは不確実であり、将来の動向を保証するものではありません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":13560},[13561,13562,13563],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"先週末発表の米雇用統計で非農業部門雇用者数が予想外のマイナス。発表直後は円高方向に振れたが、週明けに円安へ巻き戻す動きが目立った。円安継続なら輸入物価への上昇圧力は和らぎにくい局面が続く。",{},"\u002Freading\u002Farticles\u002F2026-08-11-us-jobs-miss-yen-pressure","2026-08-11T09:00:00+09:00",{"title":13506,"description":13564},"reading\u002Farticles\u002F2026-08-11-us-jobs-miss-yen-pressure",[164,236],"kc6Cpv42I5mbLtg2JrwSU6ho6j_udXwMQkUJb6NuTDk",{"id":13573,"title":13574,"author":6,"body":13575,"category":62,"dataDate":6,"date":13655,"description":13656,"extension":65,"image":6,"meta":13657,"navigation":67,"path":13658,"publishedAt":13659,"seo":13660,"stem":13661,"tags":13662,"type":6,"updated":6,"__hash__":13663},"articles\u002Freading\u002Farticles\u002F2026-08-10-nikkei-rebound-us-jobs-miss.md","日経平均が3日ぶり反発・1363円高、米雇用統計の下振れで利上げ観測後退",{"type":8,"value":13576,"toc":13650},[13577,13583,13585,13590,13608,13613,13622,13634,13638,13641,13643,13646,13648],[11,13578,13579,13580,10508],{},"8月10日の東京株式市場は、前週末に発表された米7月雇用統計が市場予想を大幅に下回ったことを受け、Fedの早期利上げ観測が後退。日経平均株価は3日ぶりに反発し、終値は前営業日比",[33,13581,13582],{},"1,363円51銭高の66,970円22銭",[15,13584,17],{"id":17},[11,13586,13587],{},[33,13588,13589],{},"米7月雇用統計の大幅下振れ",[11,13591,13592,13593,13598,13599,13602,13603,42],{},"8月7日（現地時間）に米労働省が発表した",[22,13594,13597],{"href":13595,"rel":13596},"https:\u002F\u002Fwww.bls.gov\u002Fnews.release\u002Fempsit.nr0.htm",[26],"7月の雇用統計","では、非農業部門雇用者数が前月比",[33,13600,13601],{},"2万3,000人減","（市場予想は+8万3,000人）と予想を大幅に下回った。政府部門が5万3,000人減と目立ったほか、小売・レジャー・接客業でも雇用の伸びが鈍化。平均時給の前年比上昇率は**3.2%**と2021年5月以来の低水準に低下した（",[22,13604,13607],{"href":13605,"rel":13606},"https:\u002F\u002Fqz.com\u002Fus-payrolls-july-2026-jobs-report-080726",[26],"Quartz報道",[11,13609,13610],{},[33,13611,13612],{},"東京市場の反応",[11,13614,13615,13616,13621],{},"米長期金利が低下したことを受け、朝方からAI・半導体関連株を中心に買いが優勢となった。",[22,13617,13620],{"href":13618,"rel":13619},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260810\u002F865191.html",[26],"財経新聞によると","、アドバンテスト・東京エレクトロン・TDK・リクルートHD（ストップ高）などが指数を牽引した。一方、石油・石炭製品、保険業、不動産業は売られた。",[11,13623,13624,13625,13628,13629,13633],{},"東証プライム市場の売買代金は約",[33,13626,13627],{},"9兆1,900億円","。値上がり銘柄は全体の約58.8%、値下がりは約38.7%だった。",[22,13630,3725],{"href":13631,"rel":13632},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL102V60Q6A810C2000000\u002F",[26],"によると、TOPIXは5営業日続伸、7月の最高値（4,101.96ポイント）に接近する4,100.61で引けた。",[11,13635,13636],{},[33,13637,9607],{},[11,13639,13640],{},"円相場は157円台後半と前週末とほぼ変わらず推移（小じっかり）。円安傾向は続いており、輸入物価への影響は続く見通し。",[15,13642,45],{"id":45},[11,13644,13645],{},"今回の雇用統計下振れは「Fedの利上げ余地が狭まる」というシグナルとして市場に働き、株価の押し上げ要因となった。ただ円相場は依然157円台と高止まりしており、輸入コスト低下にはまだ距離がある。NISA口座で米国株・株式インデックスを積み立てている層には、金利低下とドル安のどちらに振れるかが今後の焦点になりそうだ。なお、明日8月11日は山の日（祝日）のため国内市場は休場となる。",[15,13647,51],{"id":51},[11,13649,1011],{},{"title":56,"searchDepth":57,"depth":57,"links":13651},[13652,13653,13654],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-10","8月7日発表の米7月雇用統計が予想を大幅に下回り、米連邦準備制度（Fed）の早期利上げ観測が後退。これを受け日経平均は3日ぶりに大幅反発し、AI・半導体関連を中心に買い戻しが広がった。",{},"\u002Freading\u002Farticles\u002F2026-08-10-nikkei-rebound-us-jobs-miss","2026-08-10T20:00:00+09:00",{"title":13574,"description":13656},"reading\u002Farticles\u002F2026-08-10-nikkei-rebound-us-jobs-miss",[73,164],"V9I21X00FXGg2Ig5XusV2Z0VIGkgjYe3iHnIa_e3_go",{"id":13665,"title":13666,"author":6,"body":13667,"category":62,"dataDate":6,"date":13655,"description":13707,"extension":65,"image":6,"meta":13708,"navigation":67,"path":13709,"publishedAt":13710,"seo":13711,"stem":13712,"tags":13713,"type":6,"updated":6,"__hash__":13714},"articles\u002Freading\u002Farticles\u002F2026-08-10-nikkei-rebound-us-jobs-ai-semiconductor.md","日経平均が前場で1300円超高―米雇用統計下振れでFRB利上げ観測後退、AI・半導体株主導",{"type":8,"value":13668,"toc":13702},[13669,13672,13674,13677,13685,13693,13695,13698,13700],[11,13670,13671],{},"8月10日の東京株式市場前場、日経平均株価は大幅に反発した。前週末に発表された米雇用統計が市場予想を下回り、FRBの早期利上げ観測が後退したことが追い風になった。",[15,13673,17],{"id":17},[11,13675,13676],{},"米連邦準備理事会（FRB）が注視する雇用統計の数値が市場予想を下回り、追加利上げの先送り観測が広がった。米国市場ではナスダックを中心にAI・半導体関連株が上昇し、その流れが東京市場にも波及した。",[11,13678,13679,13680,13684],{},"日経平均株価の前場終値は前週末比1,324円77銭高（＋2.02%）の6万6,931円48銭。上げ幅は一時1,400円を超えた（",[22,13681,315],{"href":13682,"rel":13683},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1013N0Q6A810C2000000\u002F",[26],"）。アドバンテスト・イビデン・レーザーテックといった半導体関連銘柄が上昇を主導した。",[11,13686,13687,13688,13692],{},"円相場は10時時点で1ドル＝157円94〜95銭と、前週末17時比で46銭の円高・ドル安（",[22,13689,315],{"href":13690,"rel":13691},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL100T40Q6A810C2000000\u002F",[26],"）。FRBの利上げ観測後退によるドル売り・円買いが先行したが、その後は国内輸入企業によるドル買いが重しとなり、上値は一時158円14銭近辺で伸び悩んだ。",[15,13694,45],{"id":45},[11,13696,13697],{},"FRBの利上げ観測が遠のくと米長期金利が低下しやすく、バリュエーションが高いAI・半導体株に資金が戻りやすい。一方、円は依然として157〜158円台と歴史的な円安水準にあり、輸入品（食品・エネルギー）の価格に下押し圧力がかかりにくい状態が続く点は家計目線で引き続き注目される。午後の米指標や要人発言次第で相場の方向感が変わる可能性もある。",[15,13699,51],{"id":51},[11,13701,1200],{},{"title":56,"searchDepth":57,"depth":57,"links":13703},[13704,13705,13706],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月10日前場の東京市場は米雇用統計の下振れを受け日経平均が一時1400円超上昇。AI・半導体関連が主役、円はドル対比で157円台に強含みとなった。",{},"\u002Freading\u002Farticles\u002F2026-08-10-nikkei-rebound-us-jobs-ai-semiconductor","2026-08-10T13:00:00+09:00",{"title":13666,"description":13707},"reading\u002Farticles\u002F2026-08-10-nikkei-rebound-us-jobs-ai-semiconductor",[73,164],"zrbfpq5h7SViE90-G4Z0Dle9Cvx7GweMk2_UymWCGls",{"id":13716,"title":13717,"author":6,"body":13718,"category":62,"dataDate":6,"date":13655,"description":13840,"extension":65,"image":6,"meta":13841,"navigation":67,"path":13842,"publishedAt":13843,"seo":13844,"stem":13845,"tags":13846,"type":6,"updated":6,"__hash__":13847},"articles\u002Freading\u002Farticles\u002F2026-08-10-us-jobs-miss-rate-hike-retreat.md","米7月雇用統計が大幅下振れ、FRBの利上げ観測後退──週明けのドル円と日本株を整理する",{"type":8,"value":13719,"toc":13835},[13720,13731,13733,13738,13773,13778,13820,13822,13830,13832],[11,13721,13722,13723,13726,13727,13730],{},"8月7日（金）に発表された米国の7月雇用統計で、注目の非農業部門雇用者数（NFP）が市場予想の ",[33,13724,13725],{},"＋8.0万人"," に対して ",[33,13728,13729],{},"−2.3万人"," と大幅に下振れた。米景気の減速シグナルとして受け取られ、FRBが9月に利上げを行うとの市場の見方が急後退した。",[15,13732,17],{"id":17},[11,13734,13735],{},[33,13736,13737],{},"雇用統計の内容（2026年7月、8月7日発表）",[443,13739,13740,13751,13762],{},[446,13741,13742,13743,13745,13746,1714],{},"非農業部門雇用者数（NFP）：",[33,13744,13729],{},"（市場予想 +8.0万人）― 予想外のマイナス（",[22,13747,13750],{"href":13748,"rel":13749},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493626",[26],"ダイヤモンドZAI",[446,13752,13753,13754,13757,13758,1714],{},"直近2か月分のNFPも合計 ",[33,13755,13756],{},"10.3万人"," の下方修正（",[22,13759,332],{"href":13760,"rel":13761},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375622",[26],[446,13763,13764,13765,13768,13769,13772],{},"平均時給：前月比 ",[33,13766,13767],{},"＋0.1%","（昨年12月以来の低い伸び）、失業率：",[33,13770,13771],{},"4.1%"," に低下",[11,13774,13775],{},[33,13776,13777],{},"市場の反応",[443,13779,13780,13787,13801],{},[446,13781,13782,13783,1714],{},"FRBの9月利上げ確率：発表前の約55%から約40%前後に低下（",[22,13784,332],{"href":13785,"rel":13786},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375663",[26],[446,13788,13789,13790,13793,13794,13797,13798,1714],{},"ドル円：発表直後に ",[33,13791,13792],{},"156円70銭"," まで急落、週末は ",[33,13795,13796],{},"157円台後半"," に戻して引け（",[22,13799,332],{"href":13785,"rel":13800},[26],[446,13802,13803,13804,13807,13808,13811,13812,13815,13816,1714],{},"米国株：「利上げが遠のいた」と好感し上昇― S&P500 ",[33,13805,13806],{},"7,757.64","（最高値更新・+0.61%）、ナスダック ",[33,13809,13810],{},"26,690","（+1.29%）、ダウ平均 ",[33,13813,13814],{},"54,036.93","（+0.28%）（",[22,13817,315],{"href":13818,"rel":13819},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL07BC40X00C26A8000000\u002F",[26],[15,13821,45],{"id":45},[11,13823,13824,13825,13829],{},"利上げ観測の後退は米国株に追い風となる一方で、ドル高の勢いをやわらげやすく、NISAで米国株を円建て保有している場合は「株高でも円高が相殺」となる局面も考えられる。日経平均は米金利懸念の後退を受けて週初から堅調な展開が期待されるが（",[22,13826,315],{"href":13827,"rel":13828},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB065FE0W6A800C2000000\u002F",[26],"）、為替介入警戒も続いており円相場の振れ幅には引き続き注視が必要だ。",[15,13831,51],{"id":51},[11,13833,13834],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替レートを保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":13836},[13837,13838,13839],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月7日発表の米7月雇用統計（NFP −2.3万人）が予想を大幅に下回り、FRBの9月利上げ確率が急低下。ドル円は156円台に急落後に157円台後半に戻し、米国株は最高値を更新して越週した。",{},"\u002Freading\u002Farticles\u002F2026-08-10-us-jobs-miss-rate-hike-retreat","2026-08-10T09:00:00+09:00",{"title":13717,"description":13840},"reading\u002Farticles\u002F2026-08-10-us-jobs-miss-rate-hike-retreat",[164,73],"cIEABdOdIZvBQgmML1fmgkKNqiRU3pib6gRuxcdbEHI",{"id":13849,"title":13850,"author":6,"body":13851,"category":62,"dataDate":6,"date":13902,"description":13903,"extension":65,"image":6,"meta":13904,"navigation":67,"path":13905,"publishedAt":13906,"seo":13907,"stem":13908,"tags":13909,"type":6,"updated":6,"__hash__":13910},"articles\u002Freading\u002Farticles\u002F2026-08-09-japan-us-fx-intervention-household-impact.md","28年ぶり日米協調介入で円が反発―輸入物価と住宅ローンへの波及を読む",{"type":8,"value":13852,"toc":13897},[13853,13856,13858,13867,13875,13887,13889,13892,13894],[11,13854,13855],{},"今週末のドル円は157円台で推移している（8月7日時点で1ドル＝157.65円付近）。7月末に1ドル＝164円に迫る水準まで円が下落していた直後に起きた「日米協調介入」が、円相場をひとまず落ち着かせた形だ。",[15,13857,17],{"id":17},[11,13859,13860,13861,13866],{},"7月30〜31日、日本政府・日銀は為替介入を実施した。30日に日本単独、31日には米財務省と協調しての円買いとなり、",[22,13862,13865],{"href":13863,"rel":13864},"https:\u002F\u002Fkabucho.com\u002Farticles\u002Fjapan-us-coordinated-yen-intervention-2026-07-31",[26],"株帳の整理","によると日米協調の円買い介入は1998年6月のアジア通貨危機以来28年ぶり。円は164円近傍から155〜158円台まで急反発した。",[11,13868,13869,13870,42],{},"その後、米財務長官スコット・ベッセント氏は「円相場が再び無秩序に動けば協調介入を繰り返す用意がある」と表明。ドル円の今週レンジは156.11〜158.54円で推移している（",[22,13871,13874],{"href":13872,"rel":13873},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F03\u002F130539",[26],"外為どっとコム 2026年8月3日",[11,13876,13877,13878,13882,13883,42],{},"金利面では、日銀は6月に政策金利を0.75%→1.0%へ引き上げ（約31年ぶりの水準）、7月30〜31日の決定会合では1.0%に据え置いた。ただし田中一副総裁が1.25%への利上げを主張して反対票を投じており、9月会合での追加利上げ観測が残る（",[22,13879,4675],{"href":13880,"rel":13881},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F04\u002F28\u002Fbank-of-japan-keeps-policy-rate-steady-cpi-iran-war-gdp.html",[26],"）。住宅ローンの変動金利は、主要行で年0.945%前後まで上昇しており、年内1.25%程度まで段階的に引き上げられるとの見方がある（",[22,13884,13886],{"href":438,"rel":13885},[26],"モゲチェック 2026年8月",[15,13888,45],{"id":45},[11,13890,13891],{},"円安が緩んでいる間は輸入食料品・エネルギーへの価格転嫁圧力がいくらか弱まるが、157円台はコロナ前と比べれば依然として円安水準であり、輸入物価の高止まりは続きやすい。変動金利の住宅ローンを抱えている世帯にとっては、金利上昇ペースと返済額の変化をこのタイミングで再確認しておく価値がある。",[15,13893,51],{"id":51},[11,13895,13896],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言・為替予測・金融商品の勧誘ではありません。個別の資産運用や住宅ローンの見直しについては、ご自身の判断のうえで専門家にご相談ください。",{"title":56,"searchDepth":57,"depth":57,"links":13898},[13899,13900,13901],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-09","7月末に実施された日米協調為替介入を受け、円は一時164円台から157円台に回復。円安と利上げが重なる局面で、家計の物価・ローン負担にどう効くかを整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-09-japan-us-fx-intervention-household-impact","2026-08-09T20:00:00+09:00",{"title":13850,"description":13903},"reading\u002Farticles\u002F2026-08-09-japan-us-fx-intervention-household-impact",[236,73],"CXP6oolNFyXaeMrRkOx_Ckr_300lC0mgNo02VKQtM5A",{"id":13912,"title":13913,"author":6,"body":13914,"category":73,"dataDate":6,"date":13902,"description":28592,"extension":65,"image":6,"meta":28593,"navigation":67,"path":28594,"publishedAt":28595,"seo":28596,"stem":28597,"tags":28598,"type":6,"updated":6,"__hash__":28601},"articles\u002Freading\u002Farticles\u002F2026-08-09-weekly-earnings.md","今週の注目決算まとめ（2026\u002F8\u002F10週）",{"type":8,"value":13915,"toc":28585},[13916,13931,13935,13938,14029,14035,14039,14042,28545,28548,28565,28568,28580,28582],[11,13917,13918,13919,13922,13923,13926,13927,13930],{},"来週（2026年8月10日〜16日）は、",[33,13920,13921],{},"1,031社","が決算発表を予定しています。",[33,13924,13925],{},"8月11日（火・山の日）は休場","のため発表はなく、",[33,13928,13929],{},"8月14日（金）に362社","と最も集中しています。楽天グループ・東京海上ホールディングス・アサヒグループホールディングスなど幅広い業種の企業も名を連ねます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,13932,13934],{"id":13933},"今週の注目決算810週予定","今週の注目決算（8\u002F10週・予定）",[11,13936,13937],{},"知名度・規模から、初心者がニュースで目にしやすい企業を抜き出しました（発表予定。時刻は各社告知ベース）。",[13939,13940,13941],"data-table",{},[2752,13942,13943,13956],{},[2755,13944,13945],{},[2758,13946,13947,13950,13953],{},[2761,13948,13949],{},"企業（コード）",[2761,13951,13952],{},"会計期",[2761,13954,13955],{},"発表予定",[2768,13957,13958,13969,13979,13989,13999,14009,14019],{},[2758,13959,13960,13963,13966],{},[2773,13961,13962],{},"楽天グループ（4755）",[2773,13964,13965],{},"2026 Q2",[2773,13967,13968],{},"8\u002F10(月) 15:30",[2758,13970,13971,13974,13977],{},[2773,13972,13973],{},"近鉄グループホールディングス（9041）",[2773,13975,13976],{},"2026 Q1",[2773,13978,13968],{},[2758,13980,13981,13984,13986],{},[2773,13982,13983],{},"東京海上ホールディングス（8766）",[2773,13985,13976],{},[2773,13987,13988],{},"8\u002F12(水) 15:30",[2758,13990,13991,13994,13996],{},[2773,13992,13993],{},"すかいらーくホールディングス（3197）",[2773,13995,13965],{},[2773,13997,13998],{},"8\u002F13(木) 11:30",[2758,14000,14001,14004,14006],{},[2773,14002,14003],{},"アサヒグループホールディングス（2502）",[2773,14005,13965],{},[2773,14007,14008],{},"8\u002F14(金) 11:30",[2758,14010,14011,14014,14016],{},[2773,14012,14013],{},"ＳＯＭＰＯホールディングス（8630）",[2773,14015,13976],{},[2773,14017,14018],{},"8\u002F14(金) 15:30",[2758,14020,14021,14024,14026],{},[2773,14022,14023],{},"ＭＳ＆ＡＤインシュアランスグループホールディングス（8725）",[2773,14025,13976],{},[2773,14027,14028],{},"8\u002F14(金) 15:35",[11,14030,14031,14034],{},[33,14032,14033],{},"会計期の見方","：本決算＝通期の着地と来期計画（ガイダンス）が焦点。四半期＝通期計画に対する進捗率が焦点。各社固有の材料は決算短信・適時開示でご確認ください。",[15,14036,14038],{"id":14037},"発表予定の全リスト810816","発表予定の全リスト（8\u002F10〜8\u002F16）",[11,14040,14041],{},"発表日・時刻順。「--」は時刻未定です。",[13939,14043,14044],{},[2752,14045,14046,14064],{},[2755,14047,14048],{},[2758,14049,14050,14053,14056,14059,14062],{},[2761,14051,14052],{},"発表予定日",[2761,14054,14055],{},"時刻",[2761,14057,14058],{},"コード",[2761,14060,14061],{},"企業",[2761,14063,13952],{},[2768,14065,14066,14082,14096,14111,14125,14139,14153,14168,14182,14197,14212,14226,14240,14254,14268,14282,14297,14311,14325,14339,14353,14367,14381,14396,14411,14425,14439,14453,14467,14481,14495,14509,14523,14538,14553,14567,14581,14595,14609,14623,14637,14651,14666,14681,14695,14709,14723,14738,14752,14766,14780,14794,14808,14822,14836,14850,14864,14878,14892,14906,14920,14934,14948,14962,14976,14990,15004,15018,15033,15047,15062,15076,15090,15104,15118,15132,15146,15160,15174,15188,15202,15216,15230,15244,15258,15272,15286,15300,15314,15328,15342,15356,15370,15384,15398,15412,15426,15440,15454,15468,15482,15496,15510,15524,15538,15552,15566,15580,15594,15608,15622,15636,15650,15664,15678,15692,15706,15720,15734,15748,15762,15776,15790,15804,15818,15832,15846,15860,15874,15888,15902,15916,15930,15944,15958,15972,15986,16000,16014,16028,16042,16056,16070,16084,16098,16112,16126,16140,16154,16168,16182,16196,16210,16224,16238,16252,16266,16280,16294,16308,16322,16336,16350,16364,16378,16392,16406,16420,16434,16448,16462,16476,16490,16504,16518,16532,16546,16560,16574,16588,16602,16616,16630,16644,16658,16672,16687,16701,16715,16729,16744,16759,16774,16789,16803,16817,16831,16845,16859,16873,16887,16902,16916,16931,16945,16959,16973,16987,17001,17015,17029,17043,17057,17071,17085,17099,17113,17127,17141,17155,17169,17183,17197,17211,17225,17239,17253,17267,17281,17295,17309,17323,17337,17351,17365,17379,17393,17407,17421,17435,17449,17463,17478,17492,17506,17520,17534,17549,17563,17578,17592,17606,17620,17634,17648,17662,17676,17690,17704,17719,17734,17748,17762,17776,17790,17804,17818,17832,17846,17860,17874,17888,17902,17916,17930,17944,17958,17972,17986,18000,18014,18028,18042,18056,18070,18084,18098,18112,18126,18140,18154,18168,18182,18196,18210,18224,18238,18252,18266,18280,18294,18308,18322,18336,18350,18364,18378,18393,18407,18421,18435,18449,18463,18477,18491,18505,18519,18533,18547,18561,18575,18589,18603,18617,18631,18645,18659,18673,18687,18701,18715,18729,18743,18757,18771,18785,18799,18813,18827,18841,18855,18869,18883,18897,18911,18925,18939,18953,18967,18981,18995,19009,19023,19037,19051,19065,19079,19093,19107,19121,19135,19149,19163,19177,19191,19205,19219,19233,19247,19261,19275,19289,19303,19317,19331,19345,19359,19373,19387,19401,19415,19429,19443,19457,19471,19485,19499,19513,19527,19541,19555,19569,19583,19597,19611,19625,19639,19653,19667,19681,19695,19709,19723,19737,19751,19765,19779,19793,19807,19821,19835,19849,19863,19877,19891,19905,19919,19933,19947,19961,19975,19989,20003,20017,20031,20045,20059,20073,20087,20101,20115,20129,20143,20157,20171,20185,20199,20213,20227,20242,20257,20271,20285,20299,20313,20328,20342,20356,20370,20384,20398,20413,20428,20442,20456,20470,20484,20498,20512,20526,20540,20554,20568,20582,20596,20610,20624,20638,20652,20666,20680,20694,20708,20722,20736,20750,20764,20778,20792,20806,20820,20834,20848,20862,20876,20890,20904,20918,20933,20948,20962,20976,20990,21004,21018,21032,21046,21060,21074,21088,21102,21116,21130,21144,21158,21172,21186,21200,21214,21228,21242,21256,21270,21284,21298,21312,21326,21340,21354,21368,21382,21396,21410,21424,21438,21452,21466,21480,21494,21508,21522,21536,21550,21564,21578,21592,21606,21620,21634,21648,21662,21676,21690,21704,21718,21732,21746,21760,21774,21788,21802,21816,21830,21844,21858,21872,21886,21900,21914,21928,21942,21956,21970,21984,21998,22012,22026,22040,22054,22068,22082,22096,22110,22124,22138,22152,22166,22180,22194,22208,22222,22236,22250,22264,22278,22292,22306,22320,22334,22348,22362,22376,22390,22404,22418,22432,22446,22460,22474,22488,22502,22516,22530,22544,22558,22572,22586,22600,22614,22628,22642,22656,22670,22684,22698,22712,22726,22740,22754,22768,22782,22796,22810,22824,22838,22852,22866,22880,22894,22908,22922,22936,22950,22964,22978,22992,23006,23020,23034,23048,23062,23076,23090,23104,23118,23132,23146,23160,23174,23188,23202,23216,23230,23244,23258,23272,23286,23300,23314,23328,23342,23356,23371,23385,23399,23413,23427,23441,23455,23469,23484,23498,23512,23526,23540,23554,23568,23582,23596,23610,23624,23638,23652,23667,23681,23695,23709,23723,23737,23751,23765,23779,23793,23807,23821,23835,23849,23863,23877,23891,23905,23919,23933,23947,23961,23975,23989,24003,24017,24031,24046,24060,24074,24088,24102,24116,24130,24144,24158,24172,24186,24200,24214,24229,24243,24257,24271,24285,24299,24313,24327,24341,24355,24369,24383,24397,24411,24425,24439,24453,24467,24481,24495,24509,24523,24537,24551,24565,24579,24593,24607,24622,24637,24651,24665,24679,24693,24707,24721,24735,24749,24763,24777,24791,24805,24819,24833,24847,24861,24875,24889,24903,24917,24931,24945,24959,24973,24987,25001,25015,25029,25043,25057,25071,25085,25099,25113,25127,25141,25155,25169,25183,25197,25211,25225,25239,25253,25267,25281,25295,25309,25323,25337,25351,25365,25379,25393,25407,25421,25435,25449,25463,25477,25491,25505,25519,25533,25547,25561,25575,25589,25603,25617,25631,25645,25659,25673,25687,25701,25715,25729,25743,25757,25771,25785,25799,25813,25827,25841,25855,25869,25883,25897,25911,25925,25939,25953,25967,25981,25995,26009,26023,26037,26051,26065,26079,26093,26107,26121,26135,26149,26163,26177,26191,26205,26219,26233,26247,26261,26275,26289,26303,26317,26331,26345,26359,26373,26387,26401,26415,26429,26443,26457,26471,26485,26499,26513,26527,26541,26555,26569,26583,26597,26611,26625,26639,26653,26667,26681,26695,26709,26723,26737,26751,26765,26779,26793,26807,26819,26833,26847,26861,26875,26889,26903,26917,26931,26945,26959,26973,26987,27001,27015,27029,27043,27057,27071,27085,27099,27113,27127,27141,27155,27169,27183,27197,27211,27225,27239,27253,27267,27281,27295,27309,27323,27337,27351,27365,27379,27393,27407,27421,27435,27449,27463,27477,27491,27505,27519,27533,27547,27561,27575,27589,27603,27617,27631,27645,27659,27673,27687,27701,27715,27729,27743,27757,27771,27785,27799,27813,27827,27841,27855,27869,27883,27897,27911,27925,27939,27953,27967,27981,27995,28009,28023,28037,28051,28065,28079,28093,28107,28121,28135,28149,28163,28177,28191,28205,28219,28233,28247,28261,28275,28289,28303,28317,28332,28346,28360,28374,28388,28402,28416,28430,28444,28458,28472,28486,28500,28515,28530],{},[2758,14067,14068,14071,14074,14077,14080],{},[2773,14069,14070],{},"8\u002F10(月)",[2773,14072,14073],{},"--",[2773,14075,14076],{},"409A",[2773,14078,14079],{},"オリオンビール",[2773,14081,13976],{},[2758,14083,14084,14086,14088,14091,14094],{},[2773,14085,14070],{},[2773,14087,14073],{},[2773,14089,14090],{},"417A",[2773,14092,14093],{},"ブルーゾーンホールディングス",[2773,14095,13976],{},[2758,14097,14098,14100,14102,14105,14108],{},[2773,14099,14070],{},[2773,14101,14073],{},[2773,14103,14104],{},"423A",[2773,14106,14107],{},"ライオン事務器",[2773,14109,14110],{},"2026 Q3",[2758,14112,14113,14115,14117,14120,14123],{},[2773,14114,14070],{},[2773,14116,14073],{},[2773,14118,14119],{},"546A",[2773,14121,14122],{},"ＭＩＲＡＩＮＩホールディングス",[2773,14124,13976],{},[2758,14126,14127,14129,14131,14134,14137],{},[2773,14128,14070],{},[2773,14130,14073],{},[2773,14132,14133],{},"549A",[2773,14135,14136],{},"ヒトトヒトホールディングス",[2773,14138,13976],{},[2758,14140,14141,14143,14145,14148,14151],{},[2773,14142,14070],{},[2773,14144,14073],{},[2773,14146,14147],{},"550A",[2773,14149,14150],{},"ソフトテックス",[2773,14152,13976],{},[2758,14154,14155,14157,14159,14162,14165],{},[2773,14156,14070],{},[2773,14158,14073],{},[2773,14160,14161],{},"559A",[2773,14163,14164],{},"梅乃宿酒造",[2773,14166,14167],{},"2026 本決算",[2758,14169,14170,14172,14174,14177,14180],{},[2773,14171,14070],{},[2773,14173,14073],{},[2773,14175,14176],{},"8729",[2773,14178,14179],{},"ソニーフィナンシャルグループ",[2773,14181,13976],{},[2758,14183,14184,14186,14189,14192,14195],{},[2773,14185,14070],{},[2773,14187,14188],{},"08:45",[2773,14190,14191],{},"6962",[2773,14193,14194],{},"大真空",[2773,14196,13976],{},[2758,14198,14199,14201,14204,14207,14210],{},[2773,14200,14070],{},[2773,14202,14203],{},"11:30",[2773,14205,14206],{},"3261",[2773,14208,14209],{},"グランディーズ",[2773,14211,13965],{},[2758,14213,14214,14216,14218,14221,14224],{},[2773,14215,14070],{},[2773,14217,14203],{},[2773,14219,14220],{},"4680",[2773,14222,14223],{},"ラウンドワン",[2773,14225,13976],{},[2758,14227,14228,14230,14232,14235,14238],{},[2773,14229,14070],{},[2773,14231,14203],{},[2773,14233,14234],{},"6484",[2773,14236,14237],{},"ＫＶＫ",[2773,14239,13976],{},[2758,14241,14242,14244,14246,14249,14252],{},[2773,14243,14070],{},[2773,14245,14203],{},[2773,14247,14248],{},"7734",[2773,14250,14251],{},"理研計器",[2773,14253,13976],{},[2758,14255,14256,14258,14260,14263,14266],{},[2773,14257,14070],{},[2773,14259,14203],{},[2773,14261,14262],{},"9336",[2773,14264,14265],{},"大栄環境",[2773,14267,13976],{},[2758,14269,14270,14272,14274,14277,14280],{},[2773,14271,14070],{},[2773,14273,14203],{},[2773,14275,14276],{},"9767",[2773,14278,14279],{},"日建工学",[2773,14281,13976],{},[2758,14283,14284,14286,14289,14292,14295],{},[2773,14285,14070],{},[2773,14287,14288],{},"12:00",[2773,14290,14291],{},"2170",[2773,14293,14294],{},"リンクアンドモチベーション",[2773,14296,13965],{},[2758,14298,14299,14301,14303,14306,14309],{},[2773,14300,14070],{},[2773,14302,14288],{},[2773,14304,14305],{},"2986",[2773,14307,14308],{},"ＬＡホールディングス",[2773,14310,13965],{},[2758,14312,14313,14315,14317,14320,14323],{},[2773,14314,14070],{},[2773,14316,14288],{},[2773,14318,14319],{},"4631",[2773,14321,14322],{},"ＤＩＣ",[2773,14324,13965],{},[2758,14326,14327,14329,14331,14334,14337],{},[2773,14328,14070],{},[2773,14330,14288],{},[2773,14332,14333],{},"4828",[2773,14335,14336],{},"ビジネスエンジニアリング",[2773,14338,13976],{},[2758,14340,14341,14343,14345,14348,14351],{},[2773,14342,14070],{},[2773,14344,14288],{},[2773,14346,14347],{},"4838",[2773,14349,14350],{},"スペースシャワーＳＫＩＹＡＫＩホールディングス",[2773,14352,13976],{},[2758,14354,14355,14357,14359,14362,14365],{},[2773,14356,14070],{},[2773,14358,14288],{},[2773,14360,14361],{},"5139",[2773,14363,14364],{},"オープンワーク",[2773,14366,13965],{},[2758,14368,14369,14371,14373,14376,14379],{},[2773,14370,14070],{},[2773,14372,14288],{},[2773,14374,14375],{},"9564",[2773,14377,14378],{},"ＦＣＥ",[2773,14380,14110],{},[2758,14382,14383,14385,14388,14391,14394],{},[2773,14384,14070],{},[2773,14386,14387],{},"12:30",[2773,14389,14390],{},"4245",[2773,14392,14393],{},"ダイキアクシス",[2773,14395,13965],{},[2758,14397,14398,14400,14403,14406,14409],{},[2773,14399,14070],{},[2773,14401,14402],{},"13:00",[2773,14404,14405],{},"3447",[2773,14407,14408],{},"信和",[2773,14410,13976],{},[2758,14412,14413,14415,14417,14420,14423],{},[2773,14414,14070],{},[2773,14416,14402],{},[2773,14418,14419],{},"4044",[2773,14421,14422],{},"セントラル硝子",[2773,14424,13976],{},[2758,14426,14427,14429,14431,14434,14437],{},[2773,14428,14070],{},[2773,14430,14402],{},[2773,14432,14433],{},"4119",[2773,14435,14436],{},"日本ピグメントホールディングス",[2773,14438,13976],{},[2758,14440,14441,14443,14445,14448,14451],{},[2773,14442,14070],{},[2773,14444,14402],{},[2773,14446,14447],{},"4887",[2773,14449,14450],{},"サワイグループホールディングス",[2773,14452,13976],{},[2758,14454,14455,14457,14459,14462,14465],{},[2773,14456,14070],{},[2773,14458,14402],{},[2773,14460,14461],{},"6342",[2773,14463,14464],{},"太平製作所",[2773,14466,13976],{},[2758,14468,14469,14471,14473,14476,14479],{},[2773,14470,14070],{},[2773,14472,14402],{},[2773,14474,14475],{},"6928",[2773,14477,14478],{},"エノモト",[2773,14480,13976],{},[2758,14482,14483,14485,14487,14490,14493],{},[2773,14484,14070],{},[2773,14486,14402],{},[2773,14488,14489],{},"7636",[2773,14491,14492],{},"ハンズマン",[2773,14494,14167],{},[2758,14496,14497,14499,14501,14504,14507],{},[2773,14498,14070],{},[2773,14500,14402],{},[2773,14502,14503],{},"9259",[2773,14505,14506],{},"タカヨシホールディングス",[2773,14508,14110],{},[2758,14510,14511,14513,14515,14518,14521],{},[2773,14512,14070],{},[2773,14514,14402],{},[2773,14516,14517],{},"9644",[2773,14519,14520],{},"タナベコンサルティンググループ",[2773,14522,13976],{},[2758,14524,14525,14527,14530,14533,14536],{},[2773,14526,14070],{},[2773,14528,14529],{},"13:30",[2773,14531,14532],{},"6570",[2773,14534,14535],{},"共和コーポレーション",[2773,14537,13976],{},[2758,14539,14540,14542,14545,14548,14551],{},[2773,14541,14070],{},[2773,14543,14544],{},"14:00",[2773,14546,14547],{},"2108",[2773,14549,14550],{},"日本甜菜製糖",[2773,14552,13976],{},[2758,14554,14555,14557,14559,14562,14565],{},[2773,14556,14070],{},[2773,14558,14544],{},[2773,14560,14561],{},"3495",[2773,14563,14564],{},"香陵住販",[2773,14566,14110],{},[2758,14568,14569,14571,14573,14576,14579],{},[2773,14570,14070],{},[2773,14572,14544],{},[2773,14574,14575],{},"4218",[2773,14577,14578],{},"ニチバン",[2773,14580,13976],{},[2758,14582,14583,14585,14587,14590,14593],{},[2773,14584,14070],{},[2773,14586,14544],{},[2773,14588,14589],{},"5101",[2773,14591,14592],{},"横浜ゴム",[2773,14594,13965],{},[2758,14596,14597,14599,14601,14604,14607],{},[2773,14598,14070],{},[2773,14600,14544],{},[2773,14602,14603],{},"7800",[2773,14605,14606],{},"アミファ",[2773,14608,14110],{},[2758,14610,14611,14613,14615,14618,14621],{},[2773,14612,14070],{},[2773,14614,14544],{},[2773,14616,14617],{},"8051",[2773,14619,14620],{},"山善",[2773,14622,13976],{},[2758,14624,14625,14627,14629,14632,14635],{},[2773,14626,14070],{},[2773,14628,14544],{},[2773,14630,14631],{},"8358",[2773,14633,14634],{},"スルガ銀行",[2773,14636,13976],{},[2758,14638,14639,14641,14643,14646,14649],{},[2773,14640,14070],{},[2773,14642,14544],{},[2773,14644,14645],{},"9959",[2773,14647,14648],{},"アシードホールディングス",[2773,14650,13976],{},[2758,14652,14653,14655,14658,14661,14664],{},[2773,14654,14070],{},[2773,14656,14657],{},"14:20",[2773,14659,14660],{},"9039",[2773,14662,14663],{},"サカイ引越センター",[2773,14665,13976],{},[2758,14667,14668,14670,14673,14676,14679],{},[2773,14669,14070],{},[2773,14671,14672],{},"14:30",[2773,14674,14675],{},"2293",[2773,14677,14678],{},"滝沢ハム",[2773,14680,13976],{},[2758,14682,14683,14685,14687,14690,14693],{},[2773,14684,14070],{},[2773,14686,14672],{},[2773,14688,14689],{},"3461",[2773,14691,14692],{},"パルマ",[2773,14694,14110],{},[2758,14696,14697,14699,14701,14704,14707],{},[2773,14698,14070],{},[2773,14700,14672],{},[2773,14702,14703],{},"5713",[2773,14705,14706],{},"住友金属鉱山",[2773,14708,13976],{},[2758,14710,14711,14713,14715,14718,14721],{},[2773,14712,14070],{},[2773,14714,14672],{},[2773,14716,14717],{},"8101",[2773,14719,14720],{},"ＧＳＩクレオス",[2773,14722,13976],{},[2758,14724,14725,14727,14730,14733,14736],{},[2773,14726,14070],{},[2773,14728,14729],{},"15:00",[2773,14731,14732],{},"1867",[2773,14734,14735],{},"植木組",[2773,14737,13976],{},[2758,14739,14740,14742,14744,14747,14750],{},[2773,14741,14070],{},[2773,14743,14729],{},[2773,14745,14746],{},"2461",[2773,14748,14749],{},"ファンコミュニケーションズ",[2773,14751,13965],{},[2758,14753,14754,14756,14758,14761,14764],{},[2773,14755,14070],{},[2773,14757,14729],{},[2773,14759,14760],{},"3131",[2773,14762,14763],{},"シンデン・ハイテックス",[2773,14765,13976],{},[2758,14767,14768,14770,14772,14775,14778],{},[2773,14769,14070],{},[2773,14771,14729],{},[2773,14773,14774],{},"3143",[2773,14776,14777],{},"オーウイル",[2773,14779,13976],{},[2758,14781,14782,14784,14786,14789,14792],{},[2773,14783,14070],{},[2773,14785,14729],{},[2773,14787,14788],{},"3277",[2773,14790,14791],{},"サンセイランディック",[2773,14793,13965],{},[2758,14795,14796,14798,14800,14803,14806],{},[2773,14797,14070],{},[2773,14799,14729],{},[2773,14801,14802],{},"3947",[2773,14804,14805],{},"ダイナパック",[2773,14807,13965],{},[2758,14809,14810,14812,14814,14817,14820],{},[2773,14811,14070],{},[2773,14813,14729],{},[2773,14815,14816],{},"3954",[2773,14818,14819],{},"昭和パックス",[2773,14821,13976],{},[2758,14823,14824,14826,14828,14831,14834],{},[2773,14825,14070],{},[2773,14827,14729],{},[2773,14829,14830],{},"5533",[2773,14832,14833],{},"エリッツホールディングス",[2773,14835,14110],{},[2758,14837,14838,14840,14842,14845,14848],{},[2773,14839,14070],{},[2773,14841,14729],{},[2773,14843,14844],{},"5699",[2773,14846,14847],{},"イボキン",[2773,14849,13965],{},[2758,14851,14852,14854,14856,14859,14862],{},[2773,14853,14070],{},[2773,14855,14729],{},[2773,14857,14858],{},"5702",[2773,14860,14861],{},"大紀アルミニウム工業所",[2773,14863,13976],{},[2758,14865,14866,14868,14870,14873,14876],{},[2773,14867,14070],{},[2773,14869,14729],{},[2773,14871,14872],{},"5918",[2773,14874,14875],{},"瀧上工業",[2773,14877,13976],{},[2758,14879,14880,14882,14884,14887,14890],{},[2773,14881,14070],{},[2773,14883,14729],{},[2773,14885,14886],{},"6459",[2773,14888,14889],{},"だいわ",[2773,14891,13965],{},[2758,14893,14894,14896,14898,14901,14904],{},[2773,14895,14070],{},[2773,14897,14729],{},[2773,14899,14900],{},"7461",[2773,14902,14903],{},"キムラ",[2773,14905,13976],{},[2758,14907,14908,14910,14912,14915,14918],{},[2773,14909,14070],{},[2773,14911,14729],{},[2773,14913,14914],{},"7820",[2773,14916,14917],{},"ニホンフラッシュ",[2773,14919,13976],{},[2758,14921,14922,14924,14926,14929,14932],{},[2773,14923,14070],{},[2773,14925,14729],{},[2773,14927,14928],{},"8563",[2773,14930,14931],{},"大東銀行",[2773,14933,13976],{},[2758,14935,14936,14938,14940,14943,14946],{},[2773,14937,14070],{},[2773,14939,14729],{},[2773,14941,14942],{},"9048",[2773,14944,14945],{},"名古屋鉄道",[2773,14947,13976],{},[2758,14949,14950,14952,14954,14957,14960],{},[2773,14951,14070],{},[2773,14953,14729],{},[2773,14955,14956],{},"9068",[2773,14958,14959],{},"丸全昭和運輸",[2773,14961,13976],{},[2758,14963,14964,14966,14968,14971,14974],{},[2773,14965,14070],{},[2773,14967,14729],{},[2773,14969,14970],{},"9306",[2773,14972,14973],{},"東陽倉庫",[2773,14975,13976],{},[2758,14977,14978,14980,14982,14985,14988],{},[2773,14979,14070],{},[2773,14981,14729],{},[2773,14983,14984],{},"9539",[2773,14986,14987],{},"京葉瓦斯",[2773,14989,13965],{},[2758,14991,14992,14994,14996,14999,15002],{},[2773,14993,14070],{},[2773,14995,14729],{},[2773,14997,14998],{},"9890",[2773,15000,15001],{},"マキヤ",[2773,15003,13976],{},[2758,15005,15006,15008,15010,15013,15016],{},[2773,15007,14070],{},[2773,15009,14729],{},[2773,15011,15012],{},"9986",[2773,15014,15015],{},"蔵王産業",[2773,15017,13976],{},[2758,15019,15020,15022,15025,15028,15031],{},[2773,15021,14070],{},[2773,15023,15024],{},"15:20",[2773,15026,15027],{},"4247",[2773,15029,15030],{},"ポバール興業",[2773,15032,13976],{},[2758,15034,15035,15037,15039,15042,15045],{},[2773,15036,14070],{},[2773,15038,15024],{},[2773,15040,15041],{},"7135",[2773,15043,15044],{},"ジャパンクラフトホールディングス",[2773,15046,14167],{},[2758,15048,15049,15051,15054,15057,15060],{},[2773,15050,14070],{},[2773,15052,15053],{},"15:30",[2773,15055,15056],{},"1414",[2773,15058,15059],{},"ショーボンドホールディングス",[2773,15061,14167],{},[2758,15063,15064,15066,15068,15071,15074],{},[2773,15065,14070],{},[2773,15067,15053],{},[2773,15069,15070],{},"1764",[2773,15072,15073],{},"工藤建設",[2773,15075,14167],{},[2758,15077,15078,15080,15082,15085,15088],{},[2773,15079,14070],{},[2773,15081,15053],{},[2773,15083,15084],{},"2156",[2773,15086,15087],{},"セーラー広告",[2773,15089,13976],{},[2758,15091,15092,15094,15096,15099,15102],{},[2773,15093,14070],{},[2773,15095,15053],{},[2773,15097,15098],{},"2221",[2773,15100,15101],{},"岩塚製菓",[2773,15103,13976],{},[2758,15105,15106,15108,15110,15113,15116],{},[2773,15107,14070],{},[2773,15109,15053],{},[2773,15111,15112],{},"2224",[2773,15114,15115],{},"コモ",[2773,15117,13976],{},[2758,15119,15120,15122,15124,15127,15130],{},[2773,15121,14070],{},[2773,15123,15053],{},[2773,15125,15126],{},"2418",[2773,15128,15129],{},"ツカダ・グローバルホールディング",[2773,15131,13965],{},[2758,15133,15134,15136,15138,15141,15144],{},[2773,15135,14070],{},[2773,15137,15053],{},[2773,15139,15140],{},"2481",[2773,15142,15143],{},"タウンニュース社",[2773,15145,14167],{},[2758,15147,15148,15150,15152,15155,15158],{},[2773,15149,14070],{},[2773,15151,15053],{},[2773,15153,15154],{},"2488",[2773,15156,15157],{},"ＪＴＰ",[2773,15159,13976],{},[2758,15161,15162,15164,15166,15169,15172],{},[2773,15163,14070],{},[2773,15165,15053],{},[2773,15167,15168],{},"2705",[2773,15170,15171],{},"大戸屋ホールディングス",[2773,15173,13976],{},[2758,15175,15176,15178,15180,15183,15186],{},[2773,15177,14070],{},[2773,15179,15053],{},[2773,15181,15182],{},"2752",[2773,15184,15185],{},"フジオフードグループ本社",[2773,15187,13965],{},[2758,15189,15190,15192,15194,15197,15200],{},[2773,15191,14070],{},[2773,15193,15053],{},[2773,15195,15196],{},"2788",[2773,15198,15199],{},"アップルインターナショナル",[2773,15201,13965],{},[2758,15203,15204,15206,15208,15211,15214],{},[2773,15205,14070],{},[2773,15207,15053],{},[2773,15209,15210],{},"2818",[2773,15212,15213],{},"ピエトロ",[2773,15215,13976],{},[2758,15217,15218,15220,15222,15225,15228],{},[2773,15219,14070],{},[2773,15221,15053],{},[2773,15223,15224],{},"2877",[2773,15226,15227],{},"日東ベスト",[2773,15229,13976],{},[2758,15231,15232,15234,15236,15239,15242],{},[2773,15233,14070],{},[2773,15235,15053],{},[2773,15237,15238],{},"3011",[2773,15240,15241],{},"バナーズ",[2773,15243,13976],{},[2758,15245,15246,15248,15250,15253,15256],{},[2773,15247,14070],{},[2773,15249,15053],{},[2773,15251,15252],{},"3054",[2773,15254,15255],{},"ハイパー",[2773,15257,13965],{},[2758,15259,15260,15262,15264,15267,15270],{},[2773,15261,14070],{},[2773,15263,15053],{},[2773,15265,15266],{},"3082",[2773,15268,15269],{},"きちりホールディングス",[2773,15271,14167],{},[2758,15273,15274,15276,15278,15281,15284],{},[2773,15275,14070],{},[2773,15277,15053],{},[2773,15279,15280],{},"3088",[2773,15282,15283],{},"マツキヨココカラ＆カンパニー",[2773,15285,13976],{},[2758,15287,15288,15290,15292,15295,15298],{},[2773,15289,14070],{},[2773,15291,15053],{},[2773,15293,15294],{},"3097",[2773,15296,15297],{},"物語コーポレーション",[2773,15299,14167],{},[2758,15301,15302,15304,15306,15309,15312],{},[2773,15303,14070],{},[2773,15305,15053],{},[2773,15307,15308],{},"3173",[2773,15310,15311],{},"Ｃｏｍｉｎｉｘ",[2773,15313,13976],{},[2758,15315,15316,15318,15320,15323,15326],{},[2773,15317,14070],{},[2773,15319,15053],{},[2773,15321,15322],{},"3204",[2773,15324,15325],{},"トーア紡コーポレーション",[2773,15327,13965],{},[2758,15329,15330,15332,15334,15337,15340],{},[2773,15331,14070],{},[2773,15333,15053],{},[2773,15335,15336],{},"3237",[2773,15338,15339],{},"イントランス",[2773,15341,13976],{},[2758,15343,15344,15346,15348,15351,15354],{},[2773,15345,14070],{},[2773,15347,15053],{},[2773,15349,15350],{},"3286",[2773,15352,15353],{},"トラストホールディングス",[2773,15355,14167],{},[2758,15357,15358,15360,15362,15365,15368],{},[2773,15359,14070],{},[2773,15361,15053],{},[2773,15363,15364],{},"3317",[2773,15366,15367],{},"フライングガーデン",[2773,15369,13976],{},[2758,15371,15372,15374,15376,15379,15382],{},[2773,15373,14070],{},[2773,15375,15053],{},[2773,15377,15378],{},"3446",[2773,15380,15381],{},"ジェイテックコーポレーション",[2773,15383,14167],{},[2758,15385,15386,15388,15390,15393,15396],{},[2773,15387,14070],{},[2773,15389,15053],{},[2773,15391,15392],{},"3484",[2773,15394,15395],{},"イノベーションホールディングス",[2773,15397,13976],{},[2758,15399,15400,15402,15404,15407,15410],{},[2773,15401,14070],{},[2773,15403,15053],{},[2773,15405,15406],{},"3598",[2773,15408,15409],{},"山喜",[2773,15411,13976],{},[2758,15413,15414,15416,15418,15421,15424],{},[2773,15415,14070],{},[2773,15417,15053],{},[2773,15419,15420],{},"3641",[2773,15422,15423],{},"パピレス",[2773,15425,13976],{},[2758,15427,15428,15430,15432,15435,15438],{},[2773,15429,14070],{},[2773,15431,15053],{},[2773,15433,15434],{},"3680",[2773,15436,15437],{},"ホットリンク",[2773,15439,13965],{},[2758,15441,15442,15444,15446,15449,15452],{},[2773,15443,14070],{},[2773,15445,15053],{},[2773,15447,15448],{},"3934",[2773,15450,15451],{},"ベネフィットジャパン",[2773,15453,13976],{},[2758,15455,15456,15458,15460,15463,15466],{},[2773,15457,14070],{},[2773,15459,15053],{},[2773,15461,15462],{},"3953",[2773,15464,15465],{},"大村紙業",[2773,15467,13976],{},[2758,15469,15470,15472,15474,15477,15480],{},[2773,15471,14070],{},[2773,15473,15053],{},[2773,15475,15476],{},"4047",[2773,15478,15479],{},"関東電化工業",[2773,15481,13976],{},[2758,15483,15484,15486,15488,15491,15494],{},[2773,15485,14070],{},[2773,15487,15053],{},[2773,15489,15490],{},"4056",[2773,15492,15493],{},"ニューラルグループ",[2773,15495,13965],{},[2758,15497,15498,15500,15502,15505,15508],{},[2773,15499,14070],{},[2773,15501,15053],{},[2773,15503,15504],{},"4284",[2773,15506,15507],{},"ソルクシーズ",[2773,15509,13965],{},[2758,15511,15512,15514,15516,15519,15522],{},[2773,15513,14070],{},[2773,15515,15053],{},[2773,15517,15518],{},"4365",[2773,15520,15521],{},"松本油脂製薬",[2773,15523,13976],{},[2758,15525,15526,15528,15530,15533,15536],{},[2773,15527,14070],{},[2773,15529,15053],{},[2773,15531,15532],{},"4381",[2773,15534,15535],{},"ビープラッツ",[2773,15537,13976],{},[2758,15539,15540,15542,15544,15547,15550],{},[2773,15541,14070],{},[2773,15543,15053],{},[2773,15545,15546],{},"4442",[2773,15548,15549],{},"バルテス・ホールディングス",[2773,15551,13976],{},[2758,15553,15554,15556,15558,15561,15564],{},[2773,15555,14070],{},[2773,15557,15053],{},[2773,15559,15560],{},"4538",[2773,15562,15563],{},"扶桑薬品工業",[2773,15565,13976],{},[2758,15567,15568,15570,15572,15575,15578],{},[2773,15569,14070],{},[2773,15571,15053],{},[2773,15573,15574],{},"4582",[2773,15576,15577],{},"シンバイオ製薬",[2773,15579,13965],{},[2758,15581,15582,15584,15586,15589,15592],{},[2773,15583,14070],{},[2773,15585,15053],{},[2773,15587,15588],{},"4665",[2773,15590,15591],{},"ダスキン",[2773,15593,13976],{},[2758,15595,15596,15598,15600,15603,15606],{},[2773,15597,14070],{},[2773,15599,15053],{},[2773,15601,15602],{},"4755",[2773,15604,15605],{},"楽天グループ",[2773,15607,13965],{},[2758,15609,15610,15612,15614,15617,15620],{},[2773,15611,14070],{},[2773,15613,15053],{},[2773,15615,15616],{},"4883",[2773,15618,15619],{},"モダリス",[2773,15621,13965],{},[2758,15623,15624,15626,15628,15631,15634],{},[2773,15625,14070],{},[2773,15627,15053],{},[2773,15629,15630],{},"4919",[2773,15632,15633],{},"ミルボン",[2773,15635,13965],{},[2758,15637,15638,15640,15642,15645,15648],{},[2773,15639,14070],{},[2773,15641,15053],{},[2773,15643,15644],{},"4971",[2773,15646,15647],{},"メック",[2773,15649,13965],{},[2758,15651,15652,15654,15656,15659,15662],{},[2773,15653,14070],{},[2773,15655,15053],{},[2773,15657,15658],{},"5121",[2773,15660,15661],{},"藤倉コンポジット",[2773,15663,13976],{},[2758,15665,15666,15668,15670,15673,15676],{},[2773,15667,14070],{},[2773,15669,15053],{},[2773,15671,15672],{},"5283",[2773,15674,15675],{},"高見澤",[2773,15677,14167],{},[2758,15679,15680,15682,15684,15687,15690],{},[2773,15681,14070],{},[2773,15683,15053],{},[2773,15685,15686],{},"5302",[2773,15688,15689],{},"日本カーボン",[2773,15691,13965],{},[2758,15693,15694,15696,15698,15701,15704],{},[2773,15695,14070],{},[2773,15697,15053],{},[2773,15699,15700],{},"5351",[2773,15702,15703],{},"品川リフラ",[2773,15705,13976],{},[2758,15707,15708,15710,15712,15715,15718],{},[2773,15709,14070],{},[2773,15711,15053],{},[2773,15713,15714],{},"5724",[2773,15716,15717],{},"アサカ理研",[2773,15719,14110],{},[2758,15721,15722,15724,15726,15729,15732],{},[2773,15723,14070],{},[2773,15725,15053],{},[2773,15727,15728],{},"5915",[2773,15730,15731],{},"駒井ハルテック",[2773,15733,13976],{},[2758,15735,15736,15738,15740,15743,15746],{},[2773,15737,14070],{},[2773,15739,15053],{},[2773,15741,15742],{},"5962",[2773,15744,15745],{},"浅香工業",[2773,15747,13976],{},[2758,15749,15750,15752,15754,15757,15760],{},[2773,15751,14070],{},[2773,15753,15053],{},[2773,15755,15756],{},"5981",[2773,15758,15759],{},"東京製綱",[2773,15761,13976],{},[2758,15763,15764,15766,15768,15771,15774],{},[2773,15765,14070],{},[2773,15767,15053],{},[2773,15769,15770],{},"6031",[2773,15772,15773],{},"ＺＥＴＡ",[2773,15775,13965],{},[2758,15777,15778,15780,15782,15785,15788],{},[2773,15779,14070],{},[2773,15781,15053],{},[2773,15783,15784],{},"6149",[2773,15786,15787],{},"小田原エンジニアリング",[2773,15789,13965],{},[2758,15791,15792,15794,15796,15799,15802],{},[2773,15793,14070],{},[2773,15795,15053],{},[2773,15797,15798],{},"6166",[2773,15800,15801],{},"中村超硬",[2773,15803,13976],{},[2758,15805,15806,15808,15810,15813,15816],{},[2773,15807,14070],{},[2773,15809,15053],{},[2773,15811,15812],{},"6189",[2773,15814,15815],{},"グローバルキッズＣＯＭＰＡＮＹ",[2773,15817,14110],{},[2758,15819,15820,15822,15824,15827,15830],{},[2773,15821,14070],{},[2773,15823,15053],{},[2773,15825,15826],{},"6266",[2773,15828,15829],{},"タツモ",[2773,15831,13965],{},[2758,15833,15834,15836,15838,15841,15844],{},[2773,15835,14070],{},[2773,15837,15053],{},[2773,15839,15840],{},"6306",[2773,15842,15843],{},"日工",[2773,15845,13976],{},[2758,15847,15848,15850,15852,15855,15858],{},[2773,15849,14070],{},[2773,15851,15053],{},[2773,15853,15854],{},"6316",[2773,15856,15857],{},"丸山製作所",[2773,15859,14110],{},[2758,15861,15862,15864,15866,15869,15872],{},[2773,15863,14070],{},[2773,15865,15053],{},[2773,15867,15868],{},"6347",[2773,15870,15871],{},"プラコー",[2773,15873,13976],{},[2758,15875,15876,15878,15880,15883,15886],{},[2773,15877,14070],{},[2773,15879,15053],{},[2773,15881,15882],{},"6381",[2773,15884,15885],{},"アネスト岩田",[2773,15887,13976],{},[2758,15889,15890,15892,15894,15897,15900],{},[2773,15891,14070],{},[2773,15893,15053],{},[2773,15895,15896],{},"6407",[2773,15898,15899],{},"ＣＫＤ",[2773,15901,13976],{},[2758,15903,15904,15906,15908,15911,15914],{},[2773,15905,14070],{},[2773,15907,15053],{},[2773,15909,15910],{},"6537",[2773,15912,15913],{},"ＷＡＳＨハウス",[2773,15915,13965],{},[2758,15917,15918,15920,15922,15925,15928],{},[2773,15919,14070],{},[2773,15921,15053],{},[2773,15923,15924],{},"6546",[2773,15926,15927],{},"フルテック",[2773,15929,13965],{},[2758,15931,15932,15934,15936,15939,15942],{},[2773,15933,14070],{},[2773,15935,15053],{},[2773,15937,15938],{},"6564",[2773,15940,15941],{},"ミダックホールディングス",[2773,15943,13976],{},[2758,15945,15946,15948,15950,15953,15956],{},[2773,15947,14070],{},[2773,15949,15053],{},[2773,15951,15952],{},"6677",[2773,15954,15955],{},"エスケーエレクトロニクス",[2773,15957,14110],{},[2758,15959,15960,15962,15964,15967,15970],{},[2773,15961,14070],{},[2773,15963,15053],{},[2773,15965,15966],{},"6785",[2773,15968,15969],{},"鈴木",[2773,15971,14167],{},[2758,15973,15974,15976,15978,15981,15984],{},[2773,15975,14070],{},[2773,15977,15053],{},[2773,15979,15980],{},"6850",[2773,15982,15983],{},"チノー",[2773,15985,13976],{},[2758,15987,15988,15990,15992,15995,15998],{},[2773,15989,14070],{},[2773,15991,15053],{},[2773,15993,15994],{},"6862",[2773,15996,15997],{},"ミナトホールディングス",[2773,15999,13976],{},[2758,16001,16002,16004,16006,16009,16012],{},[2773,16003,14070],{},[2773,16005,15053],{},[2773,16007,16008],{},"6874",[2773,16010,16011],{},"協立電機",[2773,16013,14167],{},[2758,16015,16016,16018,16020,16023,16026],{},[2773,16017,14070],{},[2773,16019,15053],{},[2773,16021,16022],{},"7111",[2773,16024,16025],{},"ＩＮＥＳＴ",[2773,16027,13976],{},[2758,16029,16030,16032,16034,16037,16040],{},[2773,16031,14070],{},[2773,16033,15053],{},[2773,16035,16036],{},"7115",[2773,16038,16039],{},"アルファパーチェス",[2773,16041,13965],{},[2758,16043,16044,16046,16048,16051,16054],{},[2773,16045,14070],{},[2773,16047,15053],{},[2773,16049,16050],{},"7198",[2773,16052,16053],{},"ＳＢＩアルヒ",[2773,16055,13976],{},[2758,16057,16058,16060,16062,16065,16068],{},[2773,16059,14070],{},[2773,16061,15053],{},[2773,16063,16064],{},"7199",[2773,16066,16067],{},"プレミアグループ",[2773,16069,13976],{},[2758,16071,16072,16074,16076,16079,16082],{},[2773,16073,14070],{},[2773,16075,15053],{},[2773,16077,16078],{},"7361",[2773,16080,16081],{},"ヒューマンクリエイションホールディングス",[2773,16083,14110],{},[2758,16085,16086,16088,16090,16093,16096],{},[2773,16087,14070],{},[2773,16089,15053],{},[2773,16091,16092],{},"7421",[2773,16094,16095],{},"カッパ・クリエイト",[2773,16097,13976],{},[2758,16099,16100,16102,16104,16107,16110],{},[2773,16101,14070],{},[2773,16103,15053],{},[2773,16105,16106],{},"7481",[2773,16108,16109],{},"尾家産業",[2773,16111,13976],{},[2758,16113,16114,16116,16118,16121,16124],{},[2773,16115,14070],{},[2773,16117,15053],{},[2773,16119,16120],{},"7486",[2773,16122,16123],{},"サンリン",[2773,16125,13976],{},[2758,16127,16128,16130,16132,16135,16138],{},[2773,16129,14070],{},[2773,16131,15053],{},[2773,16133,16134],{},"7505",[2773,16136,16137],{},"扶桑電通",[2773,16139,14110],{},[2758,16141,16142,16144,16146,16149,16152],{},[2773,16143,14070],{},[2773,16145,15053],{},[2773,16147,16148],{},"7552",[2773,16150,16151],{},"ハピネット",[2773,16153,13976],{},[2758,16155,16156,16158,16160,16163,16166],{},[2773,16157,14070],{},[2773,16159,15053],{},[2773,16161,16162],{},"7615",[2773,16164,16165],{},"京都きもの友禅ホールディングス",[2773,16167,13976],{},[2758,16169,16170,16172,16174,16177,16180],{},[2773,16171,14070],{},[2773,16173,15053],{},[2773,16175,16176],{},"7875",[2773,16178,16179],{},"竹田ｉＰホールディングス",[2773,16181,13976],{},[2758,16183,16184,16186,16188,16191,16194],{},[2773,16185,14070],{},[2773,16187,15053],{},[2773,16189,16190],{},"7902",[2773,16192,16193],{},"ソノコム",[2773,16195,13976],{},[2758,16197,16198,16200,16202,16205,16208],{},[2773,16199,14070],{},[2773,16201,15053],{},[2773,16203,16204],{},"7906",[2773,16206,16207],{},"ヨネックス",[2773,16209,13976],{},[2758,16211,16212,16214,16216,16219,16222],{},[2773,16213,14070],{},[2773,16215,15053],{},[2773,16217,16218],{},"7986",[2773,16220,16221],{},"日本アイ・エス・ケイ",[2773,16223,13965],{},[2758,16225,16226,16228,16230,16233,16236],{},[2773,16227,14070],{},[2773,16229,15053],{},[2773,16231,16232],{},"8023",[2773,16234,16235],{},"ＤＡＩＫＯ　ＸＴＥＣＨ",[2773,16237,13976],{},[2758,16239,16240,16242,16244,16247,16250],{},[2773,16241,14070],{},[2773,16243,15053],{},[2773,16245,16246],{},"8086",[2773,16248,16249],{},"ニプロ",[2773,16251,13976],{},[2758,16253,16254,16256,16258,16261,16264],{},[2773,16255,14070],{},[2773,16257,15053],{},[2773,16259,16260],{},"8136",[2773,16262,16263],{},"サンリオ",[2773,16265,13976],{},[2758,16267,16268,16270,16272,16275,16278],{},[2773,16269,14070],{},[2773,16271,15053],{},[2773,16273,16274],{},"8152",[2773,16276,16277],{},"ソマール",[2773,16279,13976],{},[2758,16281,16282,16284,16286,16289,16292],{},[2773,16283,14070],{},[2773,16285,15053],{},[2773,16287,16288],{},"8275",[2773,16290,16291],{},"フォーバル",[2773,16293,13976],{},[2758,16295,16296,16298,16300,16303,16306],{},[2773,16297,14070],{},[2773,16299,15053],{},[2773,16301,16302],{},"8291",[2773,16304,16305],{},"日産東京販売ホールディングス",[2773,16307,13976],{},[2758,16309,16310,16312,16314,16317,16320],{},[2773,16311,14070],{},[2773,16313,15053],{},[2773,16315,16316],{},"8835",[2773,16318,16319],{},"太平洋興発",[2773,16321,13976],{},[2758,16323,16324,16326,16328,16331,16334],{},[2773,16325,14070],{},[2773,16327,15053],{},[2773,16329,16330],{},"8869",[2773,16332,16333],{},"明和地所",[2773,16335,13976],{},[2758,16337,16338,16340,16342,16345,16348],{},[2773,16339,14070],{},[2773,16341,15053],{},[2773,16343,16344],{},"8945",[2773,16346,16347],{},"サンネクスタグループ",[2773,16349,14167],{},[2758,16351,16352,16354,16356,16359,16362],{},[2773,16353,14070],{},[2773,16355,15053],{},[2773,16357,16358],{},"8999",[2773,16360,16361],{},"グランディハウス",[2773,16363,13976],{},[2758,16365,16366,16368,16370,16373,16376],{},[2773,16367,14070],{},[2773,16369,15053],{},[2773,16371,16372],{},"9041",[2773,16374,16375],{},"近鉄グループホールディングス",[2773,16377,13976],{},[2758,16379,16380,16382,16384,16387,16390],{},[2773,16381,14070],{},[2773,16383,15053],{},[2773,16385,16386],{},"9059",[2773,16388,16389],{},"カンダホールディングス",[2773,16391,13976],{},[2758,16393,16394,16396,16398,16401,16404],{},[2773,16395,14070],{},[2773,16397,15053],{},[2773,16399,16400],{},"9060",[2773,16402,16403],{},"日本ロジテム",[2773,16405,13976],{},[2758,16407,16408,16410,16412,16415,16418],{},[2773,16409,14070],{},[2773,16411,15053],{},[2773,16413,16414],{},"9220",[2773,16416,16417],{},"エフビー介護サービス",[2773,16419,13976],{},[2758,16421,16422,16424,16426,16429,16432],{},[2773,16423,14070],{},[2773,16425,15053],{},[2773,16427,16428],{},"9225",[2773,16430,16431],{},"ブリッジコンサルティンググループ",[2773,16433,14110],{},[2758,16435,16436,16438,16440,16443,16446],{},[2773,16437,14070],{},[2773,16439,15053],{},[2773,16441,16442],{},"9258",[2773,16444,16445],{},"ＣＳ−Ｃ",[2773,16447,14110],{},[2758,16449,16450,16452,16454,16457,16460],{},[2773,16451,14070],{},[2773,16453,15053],{},[2773,16455,16456],{},"9337",[2773,16458,16459],{},"トリドリ",[2773,16461,13965],{},[2758,16463,16464,16466,16468,16471,16474],{},[2773,16465,14070],{},[2773,16467,15053],{},[2773,16469,16470],{},"9341",[2773,16472,16473],{},"ＧＥＮＯＶＡ",[2773,16475,13976],{},[2758,16477,16478,16480,16482,16485,16488],{},[2773,16479,14070],{},[2773,16481,15053],{},[2773,16483,16484],{},"9343",[2773,16486,16487],{},"アイビス",[2773,16489,13965],{},[2758,16491,16492,16494,16496,16499,16502],{},[2773,16493,14070],{},[2773,16495,15053],{},[2773,16497,16498],{},"9361",[2773,16500,16501],{},"伏木海陸運送",[2773,16503,14167],{},[2758,16505,16506,16508,16510,16513,16516],{},[2773,16507,14070],{},[2773,16509,15053],{},[2773,16511,16512],{},"9367",[2773,16514,16515],{},"大東港運",[2773,16517,13976],{},[2758,16519,16520,16522,16524,16527,16530],{},[2773,16521,14070],{},[2773,16523,15053],{},[2773,16525,16526],{},"9416",[2773,16528,16529],{},"ビジョン",[2773,16531,13965],{},[2758,16533,16534,16536,16538,16541,16544],{},[2773,16535,14070],{},[2773,16537,15053],{},[2773,16539,16540],{},"9428",[2773,16542,16543],{},"クロップス",[2773,16545,13976],{},[2758,16547,16548,16550,16552,16555,16558],{},[2773,16549,14070],{},[2773,16551,15053],{},[2773,16553,16554],{},"9445",[2773,16556,16557],{},"フォーバルテレコム",[2773,16559,13976],{},[2758,16561,16562,16564,16566,16569,16572],{},[2773,16563,14070],{},[2773,16565,15053],{},[2773,16567,16568],{},"9517",[2773,16570,16571],{},"イーレックス",[2773,16573,13976],{},[2758,16575,16576,16578,16580,16583,16586],{},[2773,16577,14070],{},[2773,16579,15053],{},[2773,16581,16582],{},"9605",[2773,16584,16585],{},"東映",[2773,16587,13976],{},[2758,16589,16590,16592,16594,16597,16600],{},[2773,16591,14070],{},[2773,16593,15053],{},[2773,16595,16596],{},"9656",[2773,16598,16599],{},"グリーンランドリゾート",[2773,16601,13965],{},[2758,16603,16604,16606,16608,16611,16614],{},[2773,16605,14070],{},[2773,16607,15053],{},[2773,16609,16610],{},"9684",[2773,16612,16613],{},"スクウェア・エニックス・ホールディングス",[2773,16615,13976],{},[2758,16617,16618,16620,16622,16625,16628],{},[2773,16619,14070],{},[2773,16621,15053],{},[2773,16623,16624],{},"9761",[2773,16626,16627],{},"東海リース",[2773,16629,13976],{},[2758,16631,16632,16634,16636,16639,16642],{},[2773,16633,14070],{},[2773,16635,15053],{},[2773,16637,16638],{},"9788",[2773,16640,16641],{},"ナック",[2773,16643,13976],{},[2758,16645,16646,16648,16650,16653,16656],{},[2773,16647,14070],{},[2773,16649,15053],{},[2773,16651,16652],{},"9854",[2773,16654,16655],{},"愛眼",[2773,16657,13976],{},[2758,16659,16660,16662,16664,16667,16670],{},[2773,16661,14070],{},[2773,16663,15053],{},[2773,16665,16666],{},"9880",[2773,16668,16669],{},"イノテック",[2773,16671,13976],{},[2758,16673,16674,16676,16679,16682,16685],{},[2773,16675,14070],{},[2773,16677,16678],{},"15:31",[2773,16680,16681],{},"3695",[2773,16683,16684],{},"ＧＭＯプロダクトプラットフォーム",[2773,16686,13965],{},[2758,16688,16689,16691,16693,16696,16699],{},[2773,16690,14070],{},[2773,16692,16678],{},[2773,16694,16695],{},"5071",[2773,16697,16698],{},"ヴィス",[2773,16700,13976],{},[2758,16702,16703,16705,16707,16710,16713],{},[2773,16704,14070],{},[2773,16706,16678],{},[2773,16708,16709],{},"6156",[2773,16711,16712],{},"エーワン精密",[2773,16714,14167],{},[2758,16716,16717,16719,16721,16724,16727],{},[2773,16718,14070],{},[2773,16720,16678],{},[2773,16722,16723],{},"8132",[2773,16725,16726],{},"シナネンホールディングス",[2773,16728,13976],{},[2758,16730,16731,16733,16736,16739,16742],{},[2773,16732,14070],{},[2773,16734,16735],{},"15:32",[2773,16737,16738],{},"6740",[2773,16740,16741],{},"ジャパンディスプレイ",[2773,16743,13976],{},[2758,16745,16746,16748,16751,16754,16757],{},[2773,16747,14070],{},[2773,16749,16750],{},"15:35",[2773,16752,16753],{},"7726",[2773,16755,16756],{},"黒田精工",[2773,16758,13976],{},[2758,16760,16761,16763,16766,16769,16772],{},[2773,16762,14070],{},[2773,16764,16765],{},"15:38",[2773,16767,16768],{},"2984",[2773,16770,16771],{},"ヤマイチエステート",[2773,16773,13976],{},[2758,16775,16776,16778,16781,16784,16787],{},[2773,16777,14070],{},[2773,16779,16780],{},"15:40",[2773,16782,16783],{},"250A",[2773,16785,16786],{},"シマダヤ",[2773,16788,13976],{},[2758,16790,16791,16793,16795,16798,16801],{},[2773,16792,14070],{},[2773,16794,16780],{},[2773,16796,16797],{},"4884",[2773,16799,16800],{},"クリングルファーマ",[2773,16802,14110],{},[2758,16804,16805,16807,16809,16812,16815],{},[2773,16806,14070],{},[2773,16808,16780],{},[2773,16810,16811],{},"4960",[2773,16813,16814],{},"ケミプロ化成",[2773,16816,13976],{},[2758,16818,16819,16821,16823,16826,16829],{},[2773,16820,14070],{},[2773,16822,16780],{},[2773,16824,16825],{},"6346",[2773,16827,16828],{},"キクカワエンタープライズ",[2773,16830,13976],{},[2758,16832,16833,16835,16837,16840,16843],{},[2773,16834,14070],{},[2773,16836,16780],{},[2773,16838,16839],{},"6566",[2773,16841,16842],{},"要興業",[2773,16844,13976],{},[2758,16846,16847,16849,16851,16854,16857],{},[2773,16848,14070],{},[2773,16850,16780],{},[2773,16852,16853],{},"7140",[2773,16855,16856],{},"ペットゴー",[2773,16858,13976],{},[2758,16860,16861,16863,16865,16868,16871],{},[2773,16862,14070],{},[2773,16864,16780],{},[2773,16866,16867],{},"7957",[2773,16869,16870],{},"フジコピアン",[2773,16872,13965],{},[2758,16874,16875,16877,16879,16882,16885],{},[2773,16876,14070],{},[2773,16878,16780],{},[2773,16880,16881],{},"9408",[2773,16883,16884],{},"ＢＳＮメディアホールディングス",[2773,16886,13976],{},[2758,16888,16889,16891,16894,16897,16900],{},[2773,16890,14070],{},[2773,16892,16893],{},"15:45",[2773,16895,16896],{},"2917",[2773,16898,16899],{},"大森屋",[2773,16901,14110],{},[2758,16903,16904,16906,16908,16911,16914],{},[2773,16905,14070],{},[2773,16907,16893],{},[2773,16909,16910],{},"3741",[2773,16912,16913],{},"セック",[2773,16915,13976],{},[2758,16917,16918,16920,16923,16926,16929],{},[2773,16919,14070],{},[2773,16921,16922],{},"16:00",[2773,16924,16925],{},"1960",[2773,16927,16928],{},"サンテック",[2773,16930,13976],{},[2758,16932,16933,16935,16937,16940,16943],{},[2773,16934,14070],{},[2773,16936,16922],{},[2773,16938,16939],{},"208A",[2773,16941,16942],{},"構造計画研究所ホールディングス",[2773,16944,14167],{},[2758,16946,16947,16949,16951,16954,16957],{},[2773,16948,14070],{},[2773,16950,16922],{},[2773,16952,16953],{},"2207",[2773,16955,16956],{},"ｍｅｉｔｏ",[2773,16958,13976],{},[2758,16960,16961,16963,16965,16968,16971],{},[2773,16962,14070],{},[2773,16964,16922],{},[2773,16966,16967],{},"2428",[2773,16969,16970],{},"ウェルネット",[2773,16972,14167],{},[2758,16974,16975,16977,16979,16982,16985],{},[2773,16976,14070],{},[2773,16978,16922],{},[2773,16980,16981],{},"246A",[2773,16983,16984],{},"アスア",[2773,16986,14167],{},[2758,16988,16989,16991,16993,16996,16999],{},[2773,16990,14070],{},[2773,16992,16922],{},[2773,16994,16995],{},"3187",[2773,16997,16998],{},"ミラタップ",[2773,17000,14110],{},[2758,17002,17003,17005,17007,17010,17013],{},[2773,17004,14070],{},[2773,17006,16922],{},[2773,17008,17009],{},"3591",[2773,17011,17012],{},"ワコールホールディングス",[2773,17014,13976],{},[2758,17016,17017,17019,17021,17024,17027],{},[2773,17018,14070],{},[2773,17020,16922],{},[2773,17022,17023],{},"3675",[2773,17025,17026],{},"クロス・マーケティンググループ",[2773,17028,14167],{},[2758,17030,17031,17033,17035,17038,17041],{},[2773,17032,14070],{},[2773,17034,16922],{},[2773,17036,17037],{},"3896",[2773,17039,17040],{},"阿波製紙",[2773,17042,13976],{},[2758,17044,17045,17047,17049,17052,17055],{},[2773,17046,14070],{},[2773,17048,16922],{},[2773,17050,17051],{},"3985",[2773,17053,17054],{},"テモナ",[2773,17056,14110],{},[2758,17058,17059,17061,17063,17066,17069],{},[2773,17060,14070],{},[2773,17062,16922],{},[2773,17064,17065],{},"4092",[2773,17067,17068],{},"日本化学工業",[2773,17070,13976],{},[2758,17072,17073,17075,17077,17080,17083],{},[2773,17074,14070],{},[2773,17076,16922],{},[2773,17078,17079],{},"4124",[2773,17081,17082],{},"大阪油化工業",[2773,17084,14110],{},[2758,17086,17087,17089,17091,17094,17097],{},[2773,17088,14070],{},[2773,17090,16922],{},[2773,17092,17093],{},"4231",[2773,17095,17096],{},"タイガースポリマー",[2773,17098,13976],{},[2758,17100,17101,17103,17105,17108,17111],{},[2773,17102,14070],{},[2773,17104,16922],{},[2773,17106,17107],{},"4420",[2773,17109,17110],{},"イーソル",[2773,17112,13965],{},[2758,17114,17115,17117,17119,17122,17125],{},[2773,17116,14070],{},[2773,17118,16922],{},[2773,17120,17121],{},"4820",[2773,17123,17124],{},"ＥＭシステムズ",[2773,17126,13965],{},[2758,17128,17129,17131,17133,17136,17139],{},[2773,17130,14070],{},[2773,17132,16922],{},[2773,17134,17135],{},"5210",[2773,17137,17138],{},"日本山村硝子",[2773,17140,13976],{},[2758,17142,17143,17145,17147,17150,17153],{},[2773,17144,14070],{},[2773,17146,16922],{},[2773,17148,17149],{},"5589",[2773,17151,17152],{},"オートサーバー",[2773,17154,13965],{},[2758,17156,17157,17159,17161,17164,17167],{},[2773,17158,14070],{},[2773,17160,16922],{},[2773,17162,17163],{},"5973",[2773,17165,17166],{},"トーアミ",[2773,17168,13976],{},[2758,17170,17171,17173,17175,17178,17181],{},[2773,17172,14070],{},[2773,17174,16922],{},[2773,17176,17177],{},"6424",[2773,17179,17180],{},"高見沢サイバネティックス",[2773,17182,13976],{},[2758,17184,17185,17187,17189,17192,17195],{},[2773,17186,14070],{},[2773,17188,16922],{},[2773,17190,17191],{},"6464",[2773,17193,17194],{},"ツバキ・ナカシマ",[2773,17196,13965],{},[2758,17198,17199,17201,17203,17206,17209],{},[2773,17200,14070],{},[2773,17202,16922],{},[2773,17204,17205],{},"6736",[2773,17207,17208],{},"サン電子",[2773,17210,13976],{},[2758,17212,17213,17215,17217,17220,17223],{},[2773,17214,14070],{},[2773,17216,16922],{},[2773,17218,17219],{},"6824",[2773,17221,17222],{},"新コスモス電機",[2773,17224,13976],{},[2758,17226,17227,17229,17231,17234,17237],{},[2773,17228,14070],{},[2773,17230,16922],{},[2773,17232,17233],{},"6834",[2773,17235,17236],{},"精工技研",[2773,17238,13976],{},[2758,17240,17241,17243,17245,17248,17251],{},[2773,17242,14070],{},[2773,17244,16922],{},[2773,17246,17247],{},"6840",[2773,17249,17250],{},"ＡＫＩＢＡホールディングス",[2773,17252,13976],{},[2758,17254,17255,17257,17259,17262,17265],{},[2773,17256,14070],{},[2773,17258,16922],{},[2773,17260,17261],{},"7128",[2773,17263,17264],{},"ユニソルホールディングス",[2773,17266,13965],{},[2758,17268,17269,17271,17273,17276,17279],{},[2773,17270,14070],{},[2773,17272,16922],{},[2773,17274,17275],{},"7368",[2773,17277,17278],{},"表示灯",[2773,17280,13976],{},[2758,17282,17283,17285,17287,17290,17293],{},[2773,17284,14070],{},[2773,17286,16922],{},[2773,17288,17289],{},"7444",[2773,17291,17292],{},"ハリマ共和物産",[2773,17294,13976],{},[2758,17296,17297,17299,17301,17304,17307],{},[2773,17298,14070],{},[2773,17300,16922],{},[2773,17302,17303],{},"7502",[2773,17305,17306],{},"プラザホールディングス",[2773,17308,13976],{},[2758,17310,17311,17313,17315,17318,17321],{},[2773,17312,14070],{},[2773,17314,16922],{},[2773,17316,17317],{},"7593",[2773,17319,17320],{},"ＶＴホールディングス",[2773,17322,13976],{},[2758,17324,17325,17327,17329,17332,17335],{},[2773,17326,14070],{},[2773,17328,16922],{},[2773,17330,17331],{},"7721",[2773,17333,17334],{},"東京計器",[2773,17336,13976],{},[2758,17338,17339,17341,17343,17346,17349],{},[2773,17340,14070],{},[2773,17342,16922],{},[2773,17344,17345],{},"7872",[2773,17347,17348],{},"エステールホールディングス",[2773,17350,13976],{},[2758,17352,17353,17355,17357,17360,17363],{},[2773,17354,14070],{},[2773,17356,16922],{},[2773,17358,17359],{},"7946",[2773,17361,17362],{},"光陽社",[2773,17364,13976],{},[2758,17366,17367,17369,17371,17374,17377],{},[2773,17368,14070],{},[2773,17370,16922],{},[2773,17372,17373],{},"8219",[2773,17375,17376],{},"青山商事",[2773,17378,13976],{},[2758,17380,17381,17383,17385,17388,17391],{},[2773,17382,14070],{},[2773,17384,16922],{},[2773,17386,17387],{},"9051",[2773,17389,17390],{},"センコン物流",[2773,17392,13976],{},[2758,17394,17395,17397,17399,17402,17405],{},[2773,17396,14070],{},[2773,17398,16922],{},[2773,17400,17401],{},"9223",[2773,17403,17404],{},"ＡＳＮＯＶＡ",[2773,17406,13976],{},[2758,17408,17409,17411,17413,17416,17419],{},[2773,17410,14070],{},[2773,17412,16922],{},[2773,17414,17415],{},"9385",[2773,17417,17418],{},"ショーエイコーポレーション",[2773,17420,13976],{},[2758,17422,17423,17425,17427,17430,17433],{},[2773,17424,14070],{},[2773,17426,16922],{},[2773,17428,17429],{},"9791",[2773,17431,17432],{},"ビケンテクノ",[2773,17434,13976],{},[2758,17436,17437,17439,17441,17444,17447],{},[2773,17438,14070],{},[2773,17440,16922],{},[2773,17442,17443],{},"9929",[2773,17445,17446],{},"平和紙業",[2773,17448,13976],{},[2758,17450,17451,17453,17455,17458,17461],{},[2773,17452,14070],{},[2773,17454,16922],{},[2773,17456,17457],{},"9930",[2773,17459,17460],{},"北沢産業",[2773,17462,13976],{},[2758,17464,17465,17467,17470,17473,17476],{},[2773,17466,14070],{},[2773,17468,17469],{},"16:30",[2773,17471,17472],{},"2454",[2773,17474,17475],{},"オールアバウト",[2773,17477,13976],{},[2758,17479,17480,17482,17484,17487,17490],{},[2773,17481,14070],{},[2773,17483,17469],{},[2773,17485,17486],{},"3768",[2773,17488,17489],{},"リスクモンスター",[2773,17491,13976],{},[2758,17493,17494,17496,17498,17501,17504],{},[2773,17495,14070],{},[2773,17497,17469],{},[2773,17499,17500],{},"6495",[2773,17502,17503],{},"宮入バルブ製作所",[2773,17505,13976],{},[2758,17507,17508,17510,17512,17515,17518],{},[2773,17509,14070],{},[2773,17511,17469],{},[2773,17513,17514],{},"6613",[2773,17516,17517],{},"ＱＤレーザ",[2773,17519,13976],{},[2758,17521,17522,17524,17526,17529,17532],{},[2773,17523,14070],{},[2773,17525,17469],{},[2773,17527,17528],{},"7080",[2773,17530,17531],{},"スポーツフィールド",[2773,17533,13965],{},[2758,17535,17536,17538,17541,17544,17547],{},[2773,17537,14070],{},[2773,17539,17540],{},"17:00",[2773,17542,17543],{},"3939",[2773,17545,17546],{},"カナミックネットワーク",[2773,17548,14110],{},[2758,17550,17551,17553,17555,17558,17561],{},[2773,17552,14070],{},[2773,17554,17540],{},[2773,17556,17557],{},"7129",[2773,17559,17560],{},"ミアヘルサホールディングス",[2773,17562,13976],{},[2758,17564,17565,17568,17570,17573,17576],{},[2773,17566,17567],{},"8\u002F12(水)",[2773,17569,14073],{},[2773,17571,17572],{},"407A",[2773,17574,17575],{},"ＵＮＩＣＯＮホールディングス",[2773,17577,14167],{},[2758,17579,17580,17582,17584,17587,17590],{},[2773,17581,17567],{},[2773,17583,14073],{},[2773,17585,17586],{},"421A",[2773,17588,17589],{},"ムービン・ストラテジック・キャリア",[2773,17591,13965],{},[2758,17593,17594,17596,17598,17601,17604],{},[2773,17595,17567],{},[2773,17597,14073],{},[2773,17599,17600],{},"438A",[2773,17602,17603],{},"インフキュリオン",[2773,17605,13976],{},[2758,17607,17608,17610,17612,17615,17618],{},[2773,17609,17567],{},[2773,17611,14073],{},[2773,17613,17614],{},"478A",[2773,17616,17617],{},"フツパー",[2773,17619,13965],{},[2758,17621,17622,17624,17626,17629,17632],{},[2773,17623,17567],{},[2773,17625,14073],{},[2773,17627,17628],{},"520A",[2773,17630,17631],{},"ジェイファーマ",[2773,17633,13976],{},[2758,17635,17636,17638,17640,17643,17646],{},[2773,17637,17567],{},[2773,17639,14073],{},[2773,17641,17642],{},"543A",[2773,17644,17645],{},"ＡＲＣＨＩＯＮ",[2773,17647,13976],{},[2758,17649,17650,17652,17654,17657,17660],{},[2773,17651,17567],{},[2773,17653,14073],{},[2773,17655,17656],{},"545A",[2773,17658,17659],{},"トランヴィア",[2773,17661,13976],{},[2758,17663,17664,17666,17668,17671,17674],{},[2773,17665,17567],{},[2773,17667,14073],{},[2773,17669,17670],{},"547A",[2773,17672,17673],{},"ムニノバホールディングス",[2773,17675,13976],{},[2758,17677,17678,17680,17682,17685,17688],{},[2773,17679,17567],{},[2773,17681,14073],{},[2773,17683,17684],{},"548A",[2773,17686,17687],{},"システムエグゼ",[2773,17689,13976],{},[2758,17691,17692,17694,17696,17699,17702],{},[2773,17693,17567],{},[2773,17695,14073],{},[2773,17697,17698],{},"607A",[2773,17700,17701],{},"エブリー",[2773,17703,14167],{},[2758,17705,17706,17708,17711,17714,17717],{},[2773,17707,17567],{},[2773,17709,17710],{},"10:00",[2773,17712,17713],{},"1795",[2773,17715,17716],{},"マサル",[2773,17718,14110],{},[2758,17720,17721,17723,17726,17729,17732],{},[2773,17722,17567],{},[2773,17724,17725],{},"11:00",[2773,17727,17728],{},"3241",[2773,17730,17731],{},"ウィル",[2773,17733,13965],{},[2758,17735,17736,17738,17740,17743,17746],{},[2773,17737,17567],{},[2773,17739,17725],{},[2773,17741,17742],{},"7183",[2773,17744,17745],{},"あんしん保証",[2773,17747,13976],{},[2758,17749,17750,17752,17754,17757,17760],{},[2773,17751,17567],{},[2773,17753,14203],{},[2773,17755,17756],{},"3040",[2773,17758,17759],{},"ソリトンシステムズ",[2773,17761,13965],{},[2758,17763,17764,17766,17768,17771,17774],{},[2773,17765,17567],{},[2773,17767,14203],{},[2773,17769,17770],{},"3787",[2773,17772,17773],{},"テクノマセマティカル",[2773,17775,13976],{},[2758,17777,17778,17780,17782,17785,17788],{},[2773,17779,17567],{},[2773,17781,14203],{},[2773,17783,17784],{},"4374",[2773,17786,17787],{},"ＲＯＢＯＴ　ＰＡＹＭＥＮＴ",[2773,17789,13965],{},[2758,17791,17792,17794,17796,17799,17802],{},[2773,17793,17567],{},[2773,17795,14203],{},[2773,17797,17798],{},"9780",[2773,17800,17801],{},"ハリマビステム",[2773,17803,13976],{},[2758,17805,17806,17808,17810,17813,17816],{},[2773,17807,17567],{},[2773,17809,14288],{},[2773,17811,17812],{},"4099",[2773,17814,17815],{},"四国化成ホールディングス",[2773,17817,13965],{},[2758,17819,17820,17822,17824,17827,17830],{},[2773,17821,17567],{},[2773,17823,14288],{},[2773,17825,17826],{},"4172",[2773,17828,17829],{},"Ｈｉクラテス",[2773,17831,14110],{},[2758,17833,17834,17836,17838,17841,17844],{},[2773,17835,17567],{},[2773,17837,14288],{},[2773,17839,17840],{},"4595",[2773,17842,17843],{},"ミズホメディー",[2773,17845,13965],{},[2758,17847,17848,17850,17852,17855,17858],{},[2773,17849,17567],{},[2773,17851,14288],{},[2773,17853,17854],{},"4681",[2773,17856,17857],{},"リゾートトラスト",[2773,17859,13976],{},[2758,17861,17862,17864,17866,17869,17872],{},[2773,17863,17567],{},[2773,17865,14288],{},[2773,17867,17868],{},"6059",[2773,17870,17871],{},"ウチヤマホールディングス",[2773,17873,13976],{},[2758,17875,17876,17878,17880,17883,17886],{},[2773,17877,17567],{},[2773,17879,14387],{},[2773,17881,17882],{},"3058",[2773,17884,17885],{},"三洋堂ホールディングス",[2773,17887,13976],{},[2758,17889,17890,17892,17894,17897,17900],{},[2773,17891,17567],{},[2773,17893,14387],{},[2773,17895,17896],{},"4593",[2773,17898,17899],{},"ヘリオス",[2773,17901,13965],{},[2758,17903,17904,17906,17908,17911,17914],{},[2773,17905,17567],{},[2773,17907,14402],{},[2773,17909,17910],{},"3779",[2773,17912,17913],{},"ジェイ・エスコムホールディングス",[2773,17915,13976],{},[2758,17917,17918,17920,17922,17925,17928],{},[2773,17919,17567],{},[2773,17921,14402],{},[2773,17923,17924],{},"4074",[2773,17926,17927],{},"ラキール",[2773,17929,13965],{},[2758,17931,17932,17934,17936,17939,17942],{},[2773,17933,17567],{},[2773,17935,14402],{},[2773,17937,17938],{},"4396",[2773,17940,17941],{},"システムサポートホールディングス",[2773,17943,14167],{},[2758,17945,17946,17948,17950,17953,17956],{},[2773,17947,17567],{},[2773,17949,14402],{},[2773,17951,17952],{},"7376",[2773,17954,17955],{},"ＢＣＣ",[2773,17957,14110],{},[2758,17959,17960,17962,17964,17967,17970],{},[2773,17961,17567],{},[2773,17963,14529],{},[2773,17965,17966],{},"9033",[2773,17968,17969],{},"広島電鉄",[2773,17971,13976],{},[2758,17973,17974,17976,17978,17981,17984],{},[2773,17975,17567],{},[2773,17977,14544],{},[2773,17979,17980],{},"2325",[2773,17982,17983],{},"ＮＪＳ",[2773,17985,13965],{},[2758,17987,17988,17990,17992,17995,17998],{},[2773,17989,17567],{},[2773,17991,14544],{},[2773,17993,17994],{},"3068",[2773,17996,17997],{},"ＷＤＩ",[2773,17999,13976],{},[2758,18001,18002,18004,18006,18009,18012],{},[2773,18003,17567],{},[2773,18005,14544],{},[2773,18007,18008],{},"3683",[2773,18010,18011],{},"サイバーリンクス",[2773,18013,13965],{},[2758,18015,18016,18018,18020,18023,18026],{},[2773,18017,17567],{},[2773,18019,14544],{},[2773,18021,18022],{},"3723",[2773,18024,18025],{},"日本ファルコム",[2773,18027,14110],{},[2758,18029,18030,18032,18034,18037,18040],{},[2773,18031,17567],{},[2773,18033,14544],{},[2773,18035,18036],{},"3800",[2773,18038,18039],{},"ユニリタ",[2773,18041,13976],{},[2758,18043,18044,18046,18048,18051,18054],{},[2773,18045,17567],{},[2773,18047,14544],{},[2773,18049,18050],{},"4544",[2773,18052,18053],{},"Ｈ．Ｕ．グループホールディングス",[2773,18055,13976],{},[2758,18057,18058,18060,18062,18065,18068],{},[2773,18059,17567],{},[2773,18061,14544],{},[2773,18063,18064],{},"7059",[2773,18066,18067],{},"コプロ・ホールディングス",[2773,18069,13976],{},[2758,18071,18072,18074,18076,18079,18082],{},[2773,18073,17567],{},[2773,18075,14544],{},[2773,18077,18078],{},"7743",[2773,18080,18081],{},"シード",[2773,18083,13976],{},[2758,18085,18086,18088,18090,18093,18096],{},[2773,18087,17567],{},[2773,18089,14544],{},[2773,18091,18092],{},"9017",[2773,18094,18095],{},"新潟交通",[2773,18097,13976],{},[2758,18099,18100,18102,18104,18107,18110],{},[2773,18101,17567],{},[2773,18103,14544],{},[2773,18105,18106],{},"9380",[2773,18108,18109],{},"東海運",[2773,18111,13976],{},[2758,18113,18114,18116,18118,18121,18124],{},[2773,18115,17567],{},[2773,18117,14672],{},[2773,18119,18120],{},"1914",[2773,18122,18123],{},"日本基礎技術",[2773,18125,13976],{},[2758,18127,18128,18130,18132,18135,18138],{},[2773,18129,17567],{},[2773,18131,14672],{},[2773,18133,18134],{},"2489",[2773,18136,18137],{},"アドウェイズ",[2773,18139,13965],{},[2758,18141,18142,18144,18146,18149,18152],{},[2773,18143,17567],{},[2773,18145,14672],{},[2773,18147,18148],{},"9755",[2773,18150,18151],{},"応用地質",[2773,18153,13965],{},[2758,18155,18156,18158,18160,18163,18166],{},[2773,18157,17567],{},[2773,18159,14729],{},[2773,18161,18162],{},"1379",[2773,18164,18165],{},"ホクト",[2773,18167,13976],{},[2758,18169,18170,18172,18174,18177,18180],{},[2773,18171,17567],{},[2773,18173,14729],{},[2773,18175,18176],{},"142A",[2773,18178,18179],{},"ジンジブ",[2773,18181,13976],{},[2758,18183,18184,18186,18188,18191,18194],{},[2773,18185,17567],{},[2773,18187,14729],{},[2773,18189,18190],{},"2291",[2773,18192,18193],{},"福留ハム",[2773,18195,13976],{},[2758,18197,18198,18200,18202,18205,18208],{},[2773,18199,17567],{},[2773,18201,14729],{},[2773,18203,18204],{},"2321",[2773,18206,18207],{},"ソフトフロントホールディングス",[2773,18209,13976],{},[2758,18211,18212,18214,18216,18219,18222],{},[2773,18213,17567],{},[2773,18215,14729],{},[2773,18217,18218],{},"3571",[2773,18220,18221],{},"ソトー",[2773,18223,13976],{},[2758,18225,18226,18228,18230,18233,18236],{},[2773,18227,17567],{},[2773,18229,14729],{},[2773,18231,18232],{},"4072",[2773,18234,18235],{},"電算システムホールディングス",[2773,18237,13965],{},[2758,18239,18240,18242,18244,18247,18250],{},[2773,18241,17567],{},[2773,18243,14729],{},[2773,18245,18246],{},"5923",[2773,18248,18249],{},"高田機工",[2773,18251,13976],{},[2758,18253,18254,18256,18258,18261,18264],{},[2773,18255,17567],{},[2773,18257,14729],{},[2773,18259,18260],{},"6194",[2773,18262,18263],{},"アトラエ",[2773,18265,14110],{},[2758,18267,18268,18270,18272,18275,18278],{},[2773,18269,17567],{},[2773,18271,14729],{},[2773,18273,18274],{},"6380",[2773,18276,18277],{},"オリエンタルチエン工業",[2773,18279,13976],{},[2758,18281,18282,18284,18286,18289,18292],{},[2773,18283,17567],{},[2773,18285,14729],{},[2773,18287,18288],{},"6969",[2773,18290,18291],{},"松尾電機",[2773,18293,13976],{},[2758,18295,18296,18298,18300,18303,18306],{},[2773,18297,17567],{},[2773,18299,14729],{},[2773,18301,18302],{},"7819",[2773,18304,18305],{},"粧美堂",[2773,18307,14110],{},[2758,18309,18310,18312,18314,18317,18320],{},[2773,18311,17567],{},[2773,18313,14729],{},[2773,18315,18316],{},"8160",[2773,18318,18319],{},"木曽路",[2773,18321,13976],{},[2758,18323,18324,18326,18328,18331,18334],{},[2773,18325,17567],{},[2773,18327,14729],{},[2773,18329,18330],{},"8225",[2773,18332,18333],{},"タカチホ",[2773,18335,13976],{},[2758,18337,18338,18340,18342,18345,18348],{},[2773,18339,17567],{},[2773,18341,14729],{},[2773,18343,18344],{},"9036",[2773,18346,18347],{},"東部ネットワーク",[2773,18349,13976],{},[2758,18351,18352,18354,18356,18359,18362],{},[2773,18353,17567],{},[2773,18355,14729],{},[2773,18357,18358],{},"9633",[2773,18360,18361],{},"東京テアトル",[2773,18363,13976],{},[2758,18365,18366,18368,18370,18373,18376],{},[2773,18367,17567],{},[2773,18369,14729],{},[2773,18371,18372],{},"9900",[2773,18374,18375],{},"サガミホールディングス",[2773,18377,13976],{},[2758,18379,18380,18382,18385,18388,18391],{},[2773,18381,17567],{},[2773,18383,18384],{},"15:29",[2773,18386,18387],{},"331A",[2773,18389,18390],{},"メディックス",[2773,18392,13976],{},[2758,18394,18395,18397,18399,18402,18405],{},[2773,18396,17567],{},[2773,18398,15053],{},[2773,18400,18401],{},"1435",[2773,18403,18404],{},"ｒｏｂｏｔ　ｈｏｍｅ",[2773,18406,13965],{},[2758,18408,18409,18411,18413,18416,18419],{},[2773,18410,17567],{},[2773,18412,15053],{},[2773,18414,18415],{},"147A",[2773,18417,18418],{},"ソラコム",[2773,18420,13976],{},[2758,18422,18423,18425,18427,18430,18433],{},[2773,18424,17567],{},[2773,18426,15053],{},[2773,18428,18429],{},"1724",[2773,18431,18432],{},"シンクレイヤ",[2773,18434,13965],{},[2758,18436,18437,18439,18441,18444,18447],{},[2773,18438,17567],{},[2773,18440,15053],{},[2773,18442,18443],{},"2055",[2773,18445,18446],{},"日和産業",[2773,18448,13976],{},[2758,18450,18451,18453,18455,18458,18461],{},[2773,18452,17567],{},[2773,18454,15053],{},[2773,18456,18457],{},"2120",[2773,18459,18460],{},"ＬＩＦＵＬＬ",[2773,18462,14110],{},[2758,18464,18465,18467,18469,18472,18475],{},[2773,18466,17567],{},[2773,18468,15053],{},[2773,18470,18471],{},"2122",[2773,18473,18474],{},"インタースペース",[2773,18476,14110],{},[2758,18478,18479,18481,18483,18486,18489],{},[2773,18480,17567],{},[2773,18482,15053],{},[2773,18484,18485],{},"2124",[2773,18487,18488],{},"ジェイエイシーリクルートメント",[2773,18490,13965],{},[2758,18492,18493,18495,18497,18500,18503],{},[2773,18494,17567],{},[2773,18496,15053],{},[2773,18498,18499],{},"2385",[2773,18501,18502],{},"総医研ホールディングス",[2773,18504,14167],{},[2758,18506,18507,18509,18511,18514,18517],{},[2773,18508,17567],{},[2773,18510,15053],{},[2773,18512,18513],{},"248A",[2773,18515,18516],{},"キッズスター",[2773,18518,13965],{},[2758,18520,18521,18523,18525,18528,18531],{},[2773,18522,17567],{},[2773,18524,15053],{},[2773,18526,18527],{},"2588",[2773,18529,18530],{},"プレミアムウォーターホールディングス",[2773,18532,13976],{},[2758,18534,18535,18537,18539,18542,18545],{},[2773,18536,17567],{},[2773,18538,15053],{},[2773,18540,18541],{},"2689",[2773,18543,18544],{},"オルバヘルスケアホールディングス",[2773,18546,14167],{},[2758,18548,18549,18551,18553,18556,18559],{},[2773,18550,17567],{},[2773,18552,15053],{},[2773,18554,18555],{},"2820",[2773,18557,18558],{},"やまみ",[2773,18560,14167],{},[2758,18562,18563,18565,18567,18570,18573],{},[2773,18564,17567],{},[2773,18566,15053],{},[2773,18568,18569],{},"3096",[2773,18571,18572],{},"オーシャンシステム",[2773,18574,13976],{},[2758,18576,18577,18579,18581,18584,18587],{},[2773,18578,17567],{},[2773,18580,15053],{},[2773,18582,18583],{},"3154",[2773,18585,18586],{},"メディアスホールディングス",[2773,18588,14167],{},[2758,18590,18591,18593,18595,18598,18601],{},[2773,18592,17567],{},[2773,18594,15053],{},[2773,18596,18597],{},"3178",[2773,18599,18600],{},"チムニー",[2773,18602,13976],{},[2758,18604,18605,18607,18609,18612,18615],{},[2773,18606,17567],{},[2773,18608,15053],{},[2773,18610,18611],{},"332A",[2773,18613,18614],{},"ミーク",[2773,18616,13976],{},[2758,18618,18619,18621,18623,18626,18629],{},[2773,18620,17567],{},[2773,18622,15053],{},[2773,18624,18625],{},"3370",[2773,18627,18628],{},"フジタコーポレーション",[2773,18630,13976],{},[2758,18632,18633,18635,18637,18640,18643],{},[2773,18634,17567],{},[2773,18636,15053],{},[2773,18638,18639],{},"3494",[2773,18641,18642],{},"マリオン",[2773,18644,14110],{},[2758,18646,18647,18649,18651,18654,18657],{},[2773,18648,17567],{},[2773,18650,15053],{},[2773,18652,18653],{},"3556",[2773,18655,18656],{},"リネットジャパングループ",[2773,18658,14110],{},[2758,18660,18661,18663,18665,18668,18671],{},[2773,18662,17567],{},[2773,18664,15053],{},[2773,18666,18667],{},"3652",[2773,18669,18670],{},"ディジタルメディアプロフェッショナル",[2773,18672,13976],{},[2758,18674,18675,18677,18679,18682,18685],{},[2773,18676,17567],{},[2773,18678,15053],{},[2773,18680,18681],{},"3671",[2773,18683,18684],{},"ソフトマックス",[2773,18686,13965],{},[2758,18688,18689,18691,18693,18696,18699],{},[2773,18690,17567],{},[2773,18692,15053],{},[2773,18694,18695],{},"3673",[2773,18697,18698],{},"ブロードリーフ",[2773,18700,13965],{},[2758,18702,18703,18705,18707,18710,18713],{},[2773,18704,17567],{},[2773,18706,15053],{},[2773,18708,18709],{},"3798",[2773,18711,18712],{},"ＵＬＳグループ",[2773,18714,13976],{},[2758,18716,18717,18719,18721,18724,18727],{},[2773,18718,17567],{},[2773,18720,15053],{},[2773,18722,18723],{},"387A",[2773,18725,18726],{},"フラー",[2773,18728,14167],{},[2758,18730,18731,18733,18735,18738,18741],{},[2773,18732,17567],{},[2773,18734,15053],{},[2773,18736,18737],{},"3916",[2773,18739,18740],{},"デジタル・インフォメーション・テクノロジー",[2773,18742,14167],{},[2758,18744,18745,18747,18749,18752,18755],{},[2773,18746,17567],{},[2773,18748,15053],{},[2773,18750,18751],{},"3986",[2773,18753,18754],{},"ビーブレイクシステムズ",[2773,18756,14167],{},[2758,18758,18759,18761,18763,18766,18769],{},[2773,18760,17567],{},[2773,18762,15053],{},[2773,18764,18765],{},"4022",[2773,18767,18768],{},"ラサ工業",[2773,18770,13976],{},[2758,18772,18773,18775,18777,18780,18783],{},[2773,18774,17567],{},[2773,18776,15053],{},[2773,18778,18779],{},"4171",[2773,18781,18782],{},"グローバルインフォメーション",[2773,18784,13965],{},[2758,18786,18787,18789,18791,18794,18797],{},[2773,18788,17567],{},[2773,18790,15053],{},[2773,18792,18793],{},"4255",[2773,18795,18796],{},"ＴＨＥＣＯＯ",[2773,18798,13965],{},[2758,18800,18801,18803,18805,18808,18811],{},[2773,18802,17567],{},[2773,18804,15053],{},[2773,18806,18807],{},"4259",[2773,18809,18810],{},"エクサウィザーズ",[2773,18812,13976],{},[2758,18814,18815,18817,18819,18822,18825],{},[2773,18816,17567],{},[2773,18818,15053],{},[2773,18820,18821],{},"4356",[2773,18823,18824],{},"応用技術",[2773,18826,13965],{},[2758,18828,18829,18831,18833,18836,18839],{},[2773,18830,17567],{},[2773,18832,15053],{},[2773,18834,18835],{},"4386",[2773,18837,18838],{},"ＳＩＧグループ",[2773,18840,13976],{},[2758,18842,18843,18845,18847,18850,18853],{},[2773,18844,17567],{},[2773,18846,15053],{},[2773,18848,18849],{},"4398",[2773,18851,18852],{},"ブロードバンドセキュリティ",[2773,18854,14167],{},[2758,18856,18857,18859,18861,18864,18867],{},[2773,18858,17567],{},[2773,18860,15053],{},[2773,18862,18863],{},"4416",[2773,18865,18866],{},"Ｔｒｕｅ　Ｄａｔａ",[2773,18868,13976],{},[2758,18870,18871,18873,18875,18878,18881],{},[2773,18872,17567],{},[2773,18874,15053],{},[2773,18876,18877],{},"4419",[2773,18879,18880],{},"Ｆｉｎａｔｅｘｔホールディングス",[2773,18882,13976],{},[2758,18884,18885,18887,18889,18892,18895],{},[2773,18886,17567],{},[2773,18888,15053],{},[2773,18890,18891],{},"4587",[2773,18893,18894],{},"ペプチドリーム",[2773,18896,13965],{},[2758,18898,18899,18901,18903,18906,18909],{},[2773,18900,17567],{},[2773,18902,15053],{},[2773,18904,18905],{},"4840",[2773,18907,18908],{},"トライアイズ",[2773,18910,13965],{},[2758,18912,18913,18915,18917,18920,18923],{},[2773,18914,17567],{},[2773,18916,15053],{},[2773,18918,18919],{},"5126",[2773,18921,18922],{},"ポーターズ",[2773,18924,13965],{},[2758,18926,18927,18929,18931,18934,18937],{},[2773,18928,17567],{},[2773,18930,15053],{},[2773,18932,18933],{},"5253",[2773,18935,18936],{},"カバー",[2773,18938,13976],{},[2758,18940,18941,18943,18945,18948,18951],{},[2773,18942,17567],{},[2773,18944,15053],{},[2773,18946,18947],{},"5288",[2773,18949,18950],{},"アジアパイルホールディングス",[2773,18952,13976],{},[2758,18954,18955,18957,18959,18962,18965],{},[2773,18956,17567],{},[2773,18958,15053],{},[2773,18960,18961],{},"5337",[2773,18963,18964],{},"ダントーホールディングス",[2773,18966,13965],{},[2758,18968,18969,18971,18973,18976,18979],{},[2773,18970,17567],{},[2773,18972,15053],{},[2773,18974,18975],{},"5363",[2773,18977,18978],{},"東京窯業",[2773,18980,13976],{},[2758,18982,18983,18985,18987,18990,18993],{},[2773,18984,17567],{},[2773,18986,15053],{},[2773,18988,18989],{},"5530",[2773,18991,18992],{},"日本システムバンク",[2773,18994,14167],{},[2758,18996,18997,18999,19001,19004,19007],{},[2773,18998,17567],{},[2773,19000,15053],{},[2773,19002,19003],{},"5842",[2773,19005,19006],{},"インテグラル",[2773,19008,13965],{},[2758,19010,19011,19013,19015,19018,19021],{},[2773,19012,17567],{},[2773,19014,15053],{},[2773,19016,19017],{},"5870",[2773,19019,19020],{},"ナルネットコミュニケーションズ",[2773,19022,13976],{},[2758,19024,19025,19027,19029,19032,19035],{},[2773,19026,17567],{},[2773,19028,15053],{},[2773,19030,19031],{},"5891",[2773,19033,19034],{},"ＳＡＫＩＧＡＫＥホールディングス",[2773,19036,13965],{},[2758,19038,19039,19041,19043,19046,19049],{},[2773,19040,17567],{},[2773,19042,15053],{},[2773,19044,19045],{},"5939",[2773,19047,19048],{},"大谷工業",[2773,19050,13976],{},[2758,19052,19053,19055,19057,19060,19063],{},[2773,19054,17567],{},[2773,19056,15053],{},[2773,19058,19059],{},"6027",[2773,19061,19062],{},"弁護士ドットコム",[2773,19064,13976],{},[2758,19066,19067,19069,19071,19074,19077],{},[2773,19068,17567],{},[2773,19070,15053],{},[2773,19072,19073],{},"6181",[2773,19075,19076],{},"タメニー",[2773,19078,13976],{},[2758,19080,19081,19083,19085,19088,19091],{},[2773,19082,17567],{},[2773,19084,15053],{},[2773,19086,19087],{},"6287",[2773,19089,19090],{},"サトー",[2773,19092,13976],{},[2758,19094,19095,19097,19099,19102,19105],{},[2773,19096,17567],{},[2773,19098,15053],{},[2773,19100,19101],{},"6335",[2773,19103,19104],{},"東京機械製作所",[2773,19106,13976],{},[2758,19108,19109,19111,19113,19116,19119],{},[2773,19110,17567],{},[2773,19112,15053],{},[2773,19114,19115],{},"6540",[2773,19117,19118],{},"船場",[2773,19120,13965],{},[2758,19122,19123,19125,19127,19130,19133],{},[2773,19124,17567],{},[2773,19126,15053],{},[2773,19128,19129],{},"6554",[2773,19131,19132],{},"エスユーエス",[2773,19134,14110],{},[2758,19136,19137,19139,19141,19144,19147],{},[2773,19138,17567],{},[2773,19140,15053],{},[2773,19142,19143],{},"6871",[2773,19145,19146],{},"日本マイクロニクス",[2773,19148,13965],{},[2758,19150,19151,19153,19155,19158,19161],{},[2773,19152,17567],{},[2773,19154,15053],{},[2773,19156,19157],{},"6914",[2773,19159,19160],{},"オプテックスグループ",[2773,19162,13965],{},[2758,19164,19165,19167,19169,19172,19175],{},[2773,19166,17567],{},[2773,19168,15053],{},[2773,19170,19171],{},"7037",[2773,19173,19174],{},"テノ．ホールディングス",[2773,19176,13965],{},[2758,19178,19179,19181,19183,19186,19189],{},[2773,19180,17567],{},[2773,19182,15053],{},[2773,19184,19185],{},"7047",[2773,19187,19188],{},"ポート",[2773,19190,13976],{},[2758,19192,19193,19195,19197,19200,19203],{},[2773,19194,17567],{},[2773,19196,15053],{},[2773,19198,19199],{},"7119",[2773,19201,19202],{},"ハルメクホールディングス",[2773,19204,13976],{},[2758,19206,19207,19209,19211,19214,19217],{},[2773,19208,17567],{},[2773,19210,15053],{},[2773,19212,19213],{},"7133",[2773,19215,19216],{},"ＨＹＵＧＡ　ＰＲＩＭＡＲＹ　ＣＡＲＥ",[2773,19218,13976],{},[2758,19220,19221,19223,19225,19228,19231],{},[2773,19222,17567],{},[2773,19224,15053],{},[2773,19226,19227],{},"7157",[2773,19229,19230],{},"ライフネット生命保険",[2773,19232,13976],{},[2758,19234,19235,19237,19239,19242,19245],{},[2773,19236,17567],{},[2773,19238,15053],{},[2773,19240,19241],{},"7372",[2773,19243,19244],{},"デコルテ・ホールディングス",[2773,19246,14110],{},[2758,19248,19249,19251,19253,19256,19259],{},[2773,19250,17567],{},[2773,19252,15053],{},[2773,19254,19255],{},"7374",[2773,19257,19258],{},"コンフィデンス・インターワークス",[2773,19260,13976],{},[2758,19262,19263,19265,19267,19270,19273],{},[2773,19264,17567],{},[2773,19266,15053],{},[2773,19268,19269],{},"7433",[2773,19271,19272],{},"伯東",[2773,19274,13976],{},[2758,19276,19277,19279,19281,19284,19287],{},[2773,19278,17567],{},[2773,19280,15053],{},[2773,19282,19283],{},"7602",[2773,19285,19286],{},"レダックス",[2773,19288,13976],{},[2758,19290,19291,19293,19295,19298,19301],{},[2773,19292,17567],{},[2773,19294,15053],{},[2773,19296,19297],{},"7616",[2773,19299,19300],{},"コロワイド",[2773,19302,13976],{},[2758,19304,19305,19307,19309,19312,19315],{},[2773,19306,17567],{},[2773,19308,15053],{},[2773,19310,19311],{},"7643",[2773,19313,19314],{},"ダイイチ",[2773,19316,14110],{},[2758,19318,19319,19321,19323,19326,19329],{},[2773,19320,17567],{},[2773,19322,15053],{},[2773,19324,19325],{},"7715",[2773,19327,19328],{},"長野計器",[2773,19330,13976],{},[2758,19332,19333,19335,19337,19340,19343],{},[2773,19334,17567],{},[2773,19336,15053],{},[2773,19338,19339],{},"7833",[2773,19341,19342],{},"アイフィスジャパン",[2773,19344,13965],{},[2758,19346,19347,19349,19351,19354,19357],{},[2773,19348,17567],{},[2773,19350,15053],{},[2773,19352,19353],{},"7837",[2773,19355,19356],{},"アールシーコア",[2773,19358,13976],{},[2758,19360,19361,19363,19365,19368,19371],{},[2773,19362,17567],{},[2773,19364,15053],{},[2773,19366,19367],{},"7911",[2773,19369,19370],{},"ＴＯＰＰＡＮホールディングス",[2773,19372,13976],{},[2758,19374,19375,19377,19379,19382,19385],{},[2773,19376,17567],{},[2773,19378,15053],{},[2773,19380,19381],{},"8230",[2773,19383,19384],{},"はせがわ",[2773,19386,13976],{},[2758,19388,19389,19391,19393,19396,19399],{},[2773,19390,17567],{},[2773,19392,15053],{},[2773,19394,19395],{},"8253",[2773,19397,19398],{},"クレディセゾン",[2773,19400,13976],{},[2758,19402,19403,19405,19407,19410,19413],{},[2773,19404,17567],{},[2773,19406,15053],{},[2773,19408,19409],{},"8766",[2773,19411,19412],{},"東京海上ホールディングス",[2773,19414,13976],{},[2758,19416,19417,19419,19421,19424,19427],{},[2773,19418,17567],{},[2773,19420,15053],{},[2773,19422,19423],{},"8928",[2773,19425,19426],{},"穴吹興産",[2773,19428,14167],{},[2758,19430,19431,19433,19435,19438,19441],{},[2773,19432,17567],{},[2773,19434,15053],{},[2773,19436,19437],{},"9025",[2773,19439,19440],{},"鴻池運輸",[2773,19442,13976],{},[2758,19444,19445,19447,19449,19452,19455],{},[2773,19446,17567],{},[2773,19448,15053],{},[2773,19450,19451],{},"9214",[2773,19453,19454],{},"Ｒｅｃｏｖｅｒｙ　Ｉｎｔｅｒｎａｔｉｏｎａｌ",[2773,19456,13965],{},[2758,19458,19459,19461,19463,19466,19469],{},[2773,19460,17567],{},[2773,19462,15053],{},[2773,19464,19465],{},"9221",[2773,19467,19468],{},"フルハシＥＰＯ",[2773,19470,13976],{},[2758,19472,19473,19475,19477,19480,19483],{},[2773,19474,17567],{},[2773,19476,15053],{},[2773,19478,19479],{},"9227",[2773,19481,19482],{},"マイクロ波化学",[2773,19484,14167],{},[2758,19486,19487,19489,19491,19494,19497],{},[2773,19488,17567],{},[2773,19490,15053],{},[2773,19492,19493],{},"9247",[2773,19495,19496],{},"ＴＲＥホールディングス",[2773,19498,13976],{},[2758,19500,19501,19503,19505,19508,19511],{},[2773,19502,17567],{},[2773,19504,15053],{},[2773,19506,19507],{},"9466",[2773,19509,19510],{},"アイドママーケティングコミュニケーション",[2773,19512,13976],{},[2758,19514,19515,19517,19519,19522,19525],{},[2773,19516,17567],{},[2773,19518,15053],{},[2773,19520,19521],{},"9850",[2773,19523,19524],{},"グルメ杵屋",[2773,19526,13976],{},[2758,19528,19529,19531,19533,19536,19539],{},[2773,19530,17567],{},[2773,19532,15053],{},[2773,19534,19535],{},"9856",[2773,19537,19538],{},"ケーユーホールディングス",[2773,19540,13976],{},[2758,19542,19543,19545,19547,19550,19553],{},[2773,19544,17567],{},[2773,19546,15053],{},[2773,19548,19549],{},"9996",[2773,19551,19552],{},"サトー商会",[2773,19554,13976],{},[2758,19556,19557,19559,19561,19564,19567],{},[2773,19558,17567],{},[2773,19560,16678],{},[2773,19562,19563],{},"2993",[2773,19565,19566],{},"長栄",[2773,19568,13976],{},[2758,19570,19571,19573,19575,19578,19581],{},[2773,19572,17567],{},[2773,19574,16678],{},[2773,19576,19577],{},"3932",[2773,19579,19580],{},"アカツキ",[2773,19582,13976],{},[2758,19584,19585,19587,19589,19592,19595],{},[2773,19586,17567],{},[2773,19588,16750],{},[2773,19590,19591],{},"4488",[2773,19593,19594],{},"ＡＩ　ｉｎｓｉｄｅ",[2773,19596,13976],{},[2758,19598,19599,19601,19603,19606,19609],{},[2773,19600,17567],{},[2773,19602,16780],{},[2773,19604,19605],{},"4391",[2773,19607,19608],{},"ロジザード",[2773,19610,14167],{},[2758,19612,19613,19615,19617,19620,19623],{},[2773,19614,17567],{},[2773,19616,16780],{},[2773,19618,19619],{},"4575",[2773,19621,19622],{},"キャンバス",[2773,19624,14167],{},[2758,19626,19627,19629,19631,19634,19637],{},[2773,19628,17567],{},[2773,19630,16780],{},[2773,19632,19633],{},"6291",[2773,19635,19636],{},"日本エアーテック",[2773,19638,13965],{},[2758,19640,19641,19643,19645,19648,19651],{},[2773,19642,17567],{},[2773,19644,16780],{},[2773,19646,19647],{},"6666",[2773,19649,19650],{},"リバーエレテック",[2773,19652,13976],{},[2758,19654,19655,19657,19659,19662,19665],{},[2773,19656,17567],{},[2773,19658,16780],{},[2773,19660,19661],{},"9082",[2773,19663,19664],{},"大和自動車交通",[2773,19666,13976],{},[2758,19668,19669,19671,19673,19676,19679],{},[2773,19670,17567],{},[2773,19672,16780],{},[2773,19674,19675],{},"9514",[2773,19677,19678],{},"エフオン",[2773,19680,14167],{},[2758,19682,19683,19685,19687,19690,19693],{},[2773,19684,17567],{},[2773,19686,16893],{},[2773,19688,19689],{},"2342",[2773,19691,19692],{},"トランスジェニックグループ",[2773,19694,13976],{},[2758,19696,19697,19699,19701,19704,19707],{},[2773,19698,17567],{},[2773,19700,16922],{},[2773,19702,19703],{},"146A",[2773,19705,19706],{},"コロンビア・ワークス",[2773,19708,13965],{},[2758,19710,19711,19713,19715,19718,19721],{},[2773,19712,17567],{},[2773,19714,16922],{},[2773,19716,19717],{},"1663",[2773,19719,19720],{},"Ｋ＆Ｏエナジーグループ",[2773,19722,13965],{},[2758,19724,19725,19727,19729,19732,19735],{},[2773,19726,17567],{},[2773,19728,16922],{},[2773,19730,19731],{},"2195",[2773,19733,19734],{},"アミタホールディングス",[2773,19736,13965],{},[2758,19738,19739,19741,19743,19746,19749],{},[2773,19740,17567],{},[2773,19742,16922],{},[2773,19744,19745],{},"2304",[2773,19747,19748],{},"ＣＳＳホールディングス",[2773,19750,14110],{},[2758,19752,19753,19755,19757,19760,19763],{},[2773,19754,17567],{},[2773,19756,16922],{},[2773,19758,19759],{},"269A",[2773,19761,19762],{},"Ｓａｐｅｅｔ",[2773,19764,14110],{},[2758,19766,19767,19769,19771,19774,19777],{},[2773,19768,17567],{},[2773,19770,16922],{},[2773,19772,19773],{},"2933",[2773,19775,19776],{},"紀文食品",[2773,19778,13976],{},[2758,19780,19781,19783,19785,19788,19791],{},[2773,19782,17567],{},[2773,19784,16922],{},[2773,19786,19787],{},"2981",[2773,19789,19790],{},"ランディックス",[2773,19792,13976],{},[2758,19794,19795,19797,19799,19802,19805],{},[2773,19796,17567],{},[2773,19798,16922],{},[2773,19800,19801],{},"3001",[2773,19803,19804],{},"片倉工業",[2773,19806,13965],{},[2758,19808,19809,19811,19813,19816,19819],{},[2773,19810,17567],{},[2773,19812,16922],{},[2773,19814,19815],{},"3306",[2773,19817,19818],{},"日本製麻",[2773,19820,13976],{},[2758,19822,19823,19825,19827,19830,19833],{},[2773,19824,17567],{},[2773,19826,16922],{},[2773,19828,19829],{},"3359",[2773,19831,19832],{},"ｃｏｔｔａ",[2773,19834,14110],{},[2758,19836,19837,19839,19841,19844,19847],{},[2773,19838,17567],{},[2773,19840,16922],{},[2773,19842,19843],{},"3372",[2773,19845,19846],{},"関門海",[2773,19848,13976],{},[2758,19850,19851,19853,19855,19858,19861],{},[2773,19852,17567],{},[2773,19854,16922],{},[2773,19856,19857],{},"3416",[2773,19859,19860],{},"ピクスタ",[2773,19862,13965],{},[2758,19864,19865,19867,19869,19872,19875],{},[2773,19866,17567],{},[2773,19868,16922],{},[2773,19870,19871],{},"3521",[2773,19873,19874],{},"テルマー湯ホールディングス",[2773,19876,13976],{},[2758,19878,19879,19881,19883,19886,19889],{},[2773,19880,17567],{},[2773,19882,16922],{},[2773,19884,19885],{},"3600",[2773,19887,19888],{},"フジックス",[2773,19890,13976],{},[2758,19892,19893,19895,19897,19900,19903],{},[2773,19894,17567],{},[2773,19896,16922],{},[2773,19898,19899],{},"3646",[2773,19901,19902],{},"駅探",[2773,19904,13976],{},[2758,19906,19907,19909,19911,19914,19917],{},[2773,19908,17567],{},[2773,19910,16922],{},[2773,19912,19913],{},"3817",[2773,19915,19916],{},"ＳＲＡホールディングス",[2773,19918,13976],{},[2758,19920,19921,19923,19925,19928,19931],{},[2773,19922,17567],{},[2773,19924,16922],{},[2773,19926,19927],{},"3848",[2773,19929,19930],{},"データ・アプリケーション",[2773,19932,13976],{},[2758,19934,19935,19937,19939,19942,19945],{},[2773,19936,17567],{},[2773,19938,16922],{},[2773,19940,19941],{},"4071",[2773,19943,19944],{},"プラスアルファ・コンサルティング",[2773,19946,14110],{},[2758,19948,19949,19951,19953,19956,19959],{},[2773,19950,17567],{},[2773,19952,16922],{},[2773,19954,19955],{},"4192",[2773,19957,19958],{},"スパイダープラス",[2773,19960,13965],{},[2758,19962,19963,19965,19967,19970,19973],{},[2773,19964,17567],{},[2773,19966,16922],{},[2773,19968,19969],{},"4240",[2773,19971,19972],{},"クラスターテクノロジー",[2773,19974,13976],{},[2758,19976,19977,19979,19981,19984,19987],{},[2773,19978,17567],{},[2773,19980,16922],{},[2773,19982,19983],{},"4415",[2773,19985,19986],{},"ブロードエンタープライズ",[2773,19988,13965],{},[2758,19990,19991,19993,19995,19998,20001],{},[2773,19992,17567],{},[2773,19994,16922],{},[2773,19996,19997],{},"4495",[2773,19999,20000],{},"アイキューブドシステムズ",[2773,20002,14167],{},[2758,20004,20005,20007,20009,20012,20015],{},[2773,20006,17567],{},[2773,20008,16922],{},[2773,20010,20011],{},"4720",[2773,20013,20014],{},"城南進学研究社",[2773,20016,13976],{},[2758,20018,20019,20021,20023,20026,20029],{},[2773,20020,17567],{},[2773,20022,16922],{},[2773,20024,20025],{},"4743",[2773,20027,20028],{},"アイティフォー",[2773,20030,13976],{},[2758,20032,20033,20035,20037,20040,20043],{},[2773,20034,17567],{},[2773,20036,16922],{},[2773,20038,20039],{},"4752",[2773,20041,20042],{},"昭和システムエンジニアリング",[2773,20044,13976],{},[2758,20046,20047,20049,20051,20054,20057],{},[2773,20048,17567],{},[2773,20050,16922],{},[2773,20052,20053],{},"4890",[2773,20055,20056],{},"坪田ラボ",[2773,20058,13976],{},[2758,20060,20061,20063,20065,20068,20071],{},[2773,20062,17567],{},[2773,20064,16922],{},[2773,20066,20067],{},"5029",[2773,20069,20070],{},"サークレイス",[2773,20072,13976],{},[2758,20074,20075,20077,20079,20082,20085],{},[2773,20076,17567],{},[2773,20078,16922],{},[2773,20080,20081],{},"5256",[2773,20083,20084],{},"Ｆｕｓｉｃ",[2773,20086,14167],{},[2758,20088,20089,20091,20093,20096,20099],{},[2773,20090,17567],{},[2773,20092,16922],{},[2773,20094,20095],{},"5599",[2773,20097,20098],{},"Ｓ＆Ｊ",[2773,20100,13976],{},[2758,20102,20103,20105,20107,20110,20113],{},[2773,20104,17567],{},[2773,20106,16922],{},[2773,20108,20109],{},"5858",[2773,20111,20112],{},"ＳＴＧ",[2773,20114,13976],{},[2758,20116,20117,20119,20121,20124,20127],{},[2773,20118,17567],{},[2773,20120,16922],{},[2773,20122,20123],{},"6195",[2773,20125,20126],{},"ホープ",[2773,20128,13976],{},[2758,20130,20131,20133,20135,20138,20141],{},[2773,20132,17567],{},[2773,20134,16922],{},[2773,20136,20137],{},"6265",[2773,20139,20140],{},"コンバム",[2773,20142,13965],{},[2758,20144,20145,20147,20149,20152,20155],{},[2773,20146,17567],{},[2773,20148,16922],{},[2773,20150,20151],{},"6616",[2773,20153,20154],{},"トレックス・セミコンダクター",[2773,20156,13976],{},[2758,20158,20159,20161,20163,20166,20169],{},[2773,20160,17567],{},[2773,20162,16922],{},[2773,20164,20165],{},"7343",[2773,20167,20168],{},"ブロードマインド",[2773,20170,13976],{},[2758,20172,20173,20175,20177,20180,20183],{},[2773,20174,17567],{},[2773,20176,16922],{},[2773,20178,20179],{},"7359",[2773,20181,20182],{},"東京通信グループ",[2773,20184,13965],{},[2758,20186,20187,20189,20191,20194,20197],{},[2773,20188,17567],{},[2773,20190,16922],{},[2773,20192,20193],{},"8789",[2773,20195,20196],{},"フィンテック　グローバル",[2773,20198,14110],{},[2758,20200,20201,20203,20205,20208,20211],{},[2773,20202,17567],{},[2773,20204,16922],{},[2773,20206,20207],{},"9229",[2773,20209,20210],{},"サンウェルズ",[2773,20212,13976],{},[2758,20214,20215,20217,20219,20222,20225],{},[2773,20216,17567],{},[2773,20218,16922],{},[2773,20220,20221],{},"9941",[2773,20223,20224],{},"太洋物産",[2773,20226,14110],{},[2758,20228,20229,20231,20234,20237,20240],{},[2773,20230,17567],{},[2773,20232,20233],{},"16:05",[2773,20235,20236],{},"4258",[2773,20238,20239],{},"網屋",[2773,20241,13965],{},[2758,20243,20244,20246,20249,20252,20255],{},[2773,20245,17567],{},[2773,20247,20248],{},"16:15",[2773,20250,20251],{},"9193",[2773,20253,20254],{},"東京汽船",[2773,20256,13976],{},[2758,20258,20259,20261,20263,20266,20269],{},[2773,20260,17567],{},[2773,20262,17469],{},[2773,20264,20265],{},"2667",[2773,20267,20268],{},"イメージ　ワン",[2773,20270,14110],{},[2758,20272,20273,20275,20277,20280,20283],{},[2773,20274,17567],{},[2773,20276,17469],{},[2773,20278,20279],{},"6074",[2773,20281,20282],{},"ジェイエスエス",[2773,20284,13976],{},[2758,20286,20287,20289,20291,20294,20297],{},[2773,20288,17567],{},[2773,20290,17469],{},[2773,20292,20293],{},"6748",[2773,20295,20296],{},"星和電機",[2773,20298,13965],{},[2758,20300,20301,20303,20305,20308,20311],{},[2773,20302,17567],{},[2773,20304,17469],{},[2773,20306,20307],{},"9069",[2773,20309,20310],{},"センコーグループホールディングス",[2773,20312,13976],{},[2758,20314,20315,20317,20320,20323,20326],{},[2773,20316,17567],{},[2773,20318,20319],{},"16:55",[2773,20321,20322],{},"4013",[2773,20324,20325],{},"勤次郎",[2773,20327,13965],{},[2758,20329,20330,20332,20334,20337,20340],{},[2773,20331,17567],{},[2773,20333,17540],{},[2773,20335,20336],{},"3392",[2773,20338,20339],{},"デリカフーズホールディングス",[2773,20341,13976],{},[2758,20343,20344,20346,20348,20351,20354],{},[2773,20345,17567],{},[2773,20347,17540],{},[2773,20349,20350],{},"4222",[2773,20352,20353],{},"児玉化学工業",[2773,20355,13976],{},[2758,20357,20358,20360,20362,20365,20368],{},[2773,20359,17567],{},[2773,20361,17540],{},[2773,20363,20364],{},"4387",[2773,20366,20367],{},"ＺＵＵ",[2773,20369,13976],{},[2758,20371,20372,20374,20376,20379,20382],{},[2773,20373,17567],{},[2773,20375,17540],{},[2773,20377,20378],{},"7087",[2773,20380,20381],{},"ウイルテック",[2773,20383,13976],{},[2758,20385,20386,20388,20390,20393,20396],{},[2773,20387,17567],{},[2773,20389,17540],{},[2773,20391,20392],{},"7918",[2773,20394,20395],{},"ヴィア・ホールディングス",[2773,20397,13976],{},[2758,20399,20400,20402,20405,20408,20411],{},[2773,20401,17567],{},[2773,20403,20404],{},"18:45",[2773,20406,20407],{},"3551",[2773,20409,20410],{},"ダイニック",[2773,20412,13976],{},[2758,20414,20415,20418,20420,20423,20426],{},[2773,20416,20417],{},"8\u002F13(木)",[2773,20419,14073],{},[2773,20421,20422],{},"410A",[2773,20424,20425],{},"ＧＭＯコマース",[2773,20427,13965],{},[2758,20429,20430,20432,20434,20437,20440],{},[2773,20431,20417],{},[2773,20433,14073],{},[2773,20435,20436],{},"415A",[2773,20438,20439],{},"ＧＭＯ　ＴＥＣＨホールディングス",[2773,20441,13965],{},[2758,20443,20444,20446,20448,20451,20454],{},[2773,20445,20417],{},[2773,20447,14073],{},[2773,20449,20450],{},"475A",[2773,20452,20453],{},"ギミック",[2773,20455,13976],{},[2758,20457,20458,20460,20462,20465,20468],{},[2773,20459,20417],{},[2773,20461,14073],{},[2773,20463,20464],{},"479A",[2773,20466,20467],{},"ＰＲＯＮＩ",[2773,20469,13965],{},[2758,20471,20472,20474,20476,20479,20482],{},[2773,20473,20417],{},[2773,20475,14073],{},[2773,20477,20478],{},"480A",[2773,20480,20481],{},"リブ・コンサルティング",[2773,20483,13965],{},[2758,20485,20486,20488,20490,20493,20496],{},[2773,20487,20417],{},[2773,20489,14073],{},[2773,20491,20492],{},"483A",[2773,20494,20495],{},"テラテクノロジー",[2773,20497,13976],{},[2758,20499,20500,20502,20504,20507,20510],{},[2773,20501,20417],{},[2773,20503,14073],{},[2773,20505,20506],{},"485A",[2773,20508,20509],{},"パワーエックス",[2773,20511,13965],{},[2758,20513,20514,20516,20518,20521,20524],{},[2773,20515,20417],{},[2773,20517,14073],{},[2773,20519,20520],{},"4896",[2773,20522,20523],{},"ケイファーマ",[2773,20525,13965],{},[2758,20527,20528,20530,20532,20535,20538],{},[2773,20529,20417],{},[2773,20531,14073],{},[2773,20533,20534],{},"5537",[2773,20536,20537],{},"ＡｌｂａＬｉｎｋ",[2773,20539,13965],{},[2758,20541,20542,20544,20546,20549,20552],{},[2773,20543,20417],{},[2773,20545,14073],{},[2773,20547,20548],{},"558A",[2773,20550,20551],{},"ＳＱＵＥＥＺＥ",[2773,20553,13965],{},[2758,20555,20556,20558,20560,20563,20566],{},[2773,20557,20417],{},[2773,20559,14073],{},[2773,20561,20562],{},"598A",[2773,20564,20565],{},"チャットプラス",[2773,20567,14167],{},[2758,20569,20570,20572,20574,20577,20580],{},[2773,20571,20417],{},[2773,20573,17710],{},[2773,20575,20576],{},"8912",[2773,20578,20579],{},"エリアクエスト",[2773,20581,14167],{},[2758,20583,20584,20586,20588,20591,20594],{},[2773,20585,20417],{},[2773,20587,14203],{},[2773,20589,20590],{},"3197",[2773,20592,20593],{},"すかいらーくホールディングス",[2773,20595,13965],{},[2758,20597,20598,20600,20602,20605,20608],{},[2773,20599,20417],{},[2773,20601,14203],{},[2773,20603,20604],{},"3561",[2773,20606,20607],{},"力の源ホールディングス",[2773,20609,13976],{},[2758,20611,20612,20614,20616,20619,20622],{},[2773,20613,20417],{},[2773,20615,14203],{},[2773,20617,20618],{},"4058",[2773,20620,20621],{},"トヨクモ",[2773,20623,13965],{},[2758,20625,20626,20628,20630,20633,20636],{},[2773,20627,20417],{},[2773,20629,14203],{},[2773,20631,20632],{},"5137",[2773,20634,20635],{},"スマートドライブ",[2773,20637,14110],{},[2758,20639,20640,20642,20644,20647,20650],{},[2773,20641,20417],{},[2773,20643,14203],{},[2773,20645,20646],{},"7409",[2773,20648,20649],{},"ＡｅｒｏＥｄｇｅ",[2773,20651,14167],{},[2758,20653,20654,20656,20658,20661,20664],{},[2773,20655,20417],{},[2773,20657,14288],{},[2773,20659,20660],{},"343A",[2773,20662,20663],{},"ＩＡＣＥトラベル",[2773,20665,13976],{},[2758,20667,20668,20670,20672,20675,20678],{},[2773,20669,20417],{},[2773,20671,14288],{},[2773,20673,20674],{},"3682",[2773,20676,20677],{},"エンカレッジ・テクノロジ",[2773,20679,13976],{},[2758,20681,20682,20684,20686,20689,20692],{},[2773,20683,20417],{},[2773,20685,14288],{},[2773,20687,20688],{},"5035",[2773,20690,20691],{},"ＨＯＵＳＥＩ",[2773,20693,13965],{},[2758,20695,20696,20698,20700,20703,20706],{},[2773,20697,20417],{},[2773,20699,14288],{},[2773,20701,20702],{},"6635",[2773,20704,20705],{},"大日光・エンジニアリング",[2773,20707,13965],{},[2758,20709,20710,20712,20714,20717,20720],{},[2773,20711,20417],{},[2773,20713,14387],{},[2773,20715,20716],{},"3696",[2773,20718,20719],{},"セレス",[2773,20721,13965],{},[2758,20723,20724,20726,20728,20731,20734],{},[2773,20725,20417],{},[2773,20727,14387],{},[2773,20729,20730],{},"5845",[2773,20732,20733],{},"全保連",[2773,20735,13976],{},[2758,20737,20738,20740,20742,20745,20748],{},[2773,20739,20417],{},[2773,20741,14402],{},[2773,20743,20744],{},"2323",[2773,20746,20747],{},"ｆｏｎｆｕｎ",[2773,20749,13976],{},[2758,20751,20752,20754,20756,20759,20762],{},[2773,20753,20417],{},[2773,20755,14402],{},[2773,20757,20758],{},"3913",[2773,20760,20761],{},"ＧｒｅｅｎＢｅｅ",[2773,20763,13965],{},[2758,20765,20766,20768,20770,20773,20776],{},[2773,20767,20417],{},[2773,20769,14402],{},[2773,20771,20772],{},"4337",[2773,20774,20775],{},"ぴあ",[2773,20777,13976],{},[2758,20779,20780,20782,20784,20787,20790],{},[2773,20781,20417],{},[2773,20783,14402],{},[2773,20785,20786],{},"7369",[2773,20788,20789],{},"メイホーホールディングス",[2773,20791,14167],{},[2758,20793,20794,20796,20798,20801,20804],{},[2773,20795,20417],{},[2773,20797,14529],{},[2773,20799,20800],{},"8066",[2773,20802,20803],{},"三谷商事",[2773,20805,13976],{},[2758,20807,20808,20810,20812,20815,20818],{},[2773,20809,20417],{},[2773,20811,14544],{},[2773,20813,20814],{},"4888",[2773,20816,20817],{},"ステラファーマ",[2773,20819,13976],{},[2758,20821,20822,20824,20826,20829,20832],{},[2773,20823,20417],{},[2773,20825,14544],{},[2773,20827,20828],{},"6340",[2773,20830,20831],{},"澁谷工業",[2773,20833,14167],{},[2758,20835,20836,20838,20840,20843,20846],{},[2773,20837,20417],{},[2773,20839,14544],{},[2773,20841,20842],{},"6547",[2773,20844,20845],{},"グリーンズ",[2773,20847,14167],{},[2758,20849,20850,20852,20854,20857,20860],{},[2773,20851,20417],{},[2773,20853,14544],{},[2773,20855,20856],{},"8043",[2773,20858,20859],{},"スターゼン",[2773,20861,13976],{},[2758,20863,20864,20866,20868,20871,20874],{},[2773,20865,20417],{},[2773,20867,14544],{},[2773,20869,20870],{},"9322",[2773,20872,20873],{},"川西倉庫",[2773,20875,13976],{},[2758,20877,20878,20880,20882,20885,20888],{},[2773,20879,20417],{},[2773,20881,14544],{},[2773,20883,20884],{},"9365",[2773,20886,20887],{},"トレーディア",[2773,20889,13976],{},[2758,20891,20892,20894,20896,20899,20902],{},[2773,20893,20417],{},[2773,20895,14672],{},[2773,20897,20898],{},"4193",[2773,20900,20901],{},"ファブリカホールディングス",[2773,20903,13976],{},[2758,20905,20906,20908,20910,20913,20916],{},[2773,20907,20417],{},[2773,20909,14672],{},[2773,20911,20912],{},"7462",[2773,20914,20915],{},"ＣＡＰＩＴＡ",[2773,20917,13976],{},[2758,20919,20920,20922,20925,20928,20931],{},[2773,20921,20417],{},[2773,20923,20924],{},"14:40",[2773,20926,20927],{},"3245",[2773,20929,20930],{},"ディア・ライフ",[2773,20932,14110],{},[2758,20934,20935,20937,20940,20943,20946],{},[2773,20936,20417],{},[2773,20938,20939],{},"14:50",[2773,20941,20942],{},"2749",[2773,20944,20945],{},"ＪＰホールディングス",[2773,20947,13976],{},[2758,20949,20950,20952,20954,20957,20960],{},[2773,20951,20417],{},[2773,20953,14729],{},[2773,20955,20956],{},"2180",[2773,20958,20959],{},"サニーサイドアップグループ",[2773,20961,14167],{},[2758,20963,20964,20966,20968,20971,20974],{},[2773,20965,20417],{},[2773,20967,14729],{},[2773,20969,20970],{},"3300",[2773,20972,20973],{},"アンビション　ＤＸ　ホールディングス",[2773,20975,14167],{},[2758,20977,20978,20980,20982,20985,20988],{},[2773,20979,20417],{},[2773,20981,14729],{},[2773,20983,20984],{},"4725",[2773,20986,20987],{},"ＣＡＣ　Ｈｏｌｄｉｎｇｓ",[2773,20989,13965],{},[2758,20991,20992,20994,20996,20999,21002],{},[2773,20993,20417],{},[2773,20995,14729],{},[2773,20997,20998],{},"5273",[2773,21000,21001],{},"三谷セキサン",[2773,21003,13976],{},[2758,21005,21006,21008,21010,21013,21016],{},[2773,21007,20417],{},[2773,21009,14729],{},[2773,21011,21012],{},"6063",[2773,21014,21015],{},"日本エマージェンシーアシスタンス",[2773,21017,13965],{},[2758,21019,21020,21022,21024,21027,21030],{},[2773,21021,20417],{},[2773,21023,14729],{},[2773,21025,21026],{},"7886",[2773,21028,21029],{},"ヤマト　モビリティ　＆　Ｍｆｇ．",[2773,21031,13976],{},[2758,21033,21034,21036,21038,21041,21044],{},[2773,21035,20417],{},[2773,21037,14729],{},[2773,21039,21040],{},"9435",[2773,21042,21043],{},"光通信",[2773,21045,13976],{},[2758,21047,21048,21050,21052,21055,21058],{},[2773,21049,20417],{},[2773,21051,14729],{},[2773,21053,21054],{},"9731",[2773,21056,21057],{},"白洋舎",[2773,21059,13965],{},[2758,21061,21062,21064,21066,21069,21072],{},[2773,21063,20417],{},[2773,21065,15053],{},[2773,21067,21068],{},"1384",[2773,21070,21071],{},"ホクリヨウ",[2773,21073,13976],{},[2758,21075,21076,21078,21080,21083,21086],{},[2773,21077,20417],{},[2773,21079,15053],{},[2773,21081,21082],{},"141A",[2773,21084,21085],{},"トライアルホールディングス",[2773,21087,14167],{},[2758,21089,21090,21092,21094,21097,21100],{},[2773,21091,20417],{},[2773,21093,15053],{},[2773,21095,21096],{},"1431",[2773,21098,21099],{},"Ｌｉｂ　Ｗｏｒｋ",[2773,21101,14167],{},[2758,21103,21104,21106,21108,21111,21114],{},[2773,21105,20417],{},[2773,21107,15053],{},[2773,21109,21110],{},"1447",[2773,21112,21113],{},"ＳＡＡＦホールディングス",[2773,21115,13976],{},[2758,21117,21118,21120,21122,21125,21128],{},[2773,21119,20417],{},[2773,21121,15053],{},[2773,21123,21124],{},"148A",[2773,21126,21127],{},"ハッチ・ワーク",[2773,21129,13965],{},[2758,21131,21132,21134,21136,21139,21142],{},[2773,21133,20417],{},[2773,21135,15053],{},[2773,21137,21138],{},"149A",[2773,21140,21141],{},"シンカ",[2773,21143,13965],{},[2758,21145,21146,21148,21150,21153,21156],{},[2773,21147,20417],{},[2773,21149,15053],{},[2773,21151,21152],{},"150A",[2773,21154,21155],{},"ＪＳＨ",[2773,21157,13976],{},[2758,21159,21160,21162,21164,21167,21170],{},[2773,21161,20417],{},[2773,21163,15053],{},[2773,21165,21166],{},"151A",[2773,21168,21169],{},"ダイブグループ",[2773,21171,14167],{},[2758,21173,21174,21176,21178,21181,21184],{},[2773,21175,20417],{},[2773,21177,15053],{},[2773,21179,21180],{},"155A",[2773,21182,21183],{},"情報戦略テクノロジー",[2773,21185,13965],{},[2758,21187,21188,21190,21192,21195,21198],{},[2773,21189,20417],{},[2773,21191,15053],{},[2773,21193,21194],{},"195A",[2773,21196,21197],{},"ＭＵＳＣＡＴ　ＧＲＯＵＰ",[2773,21199,13976],{},[2758,21201,21202,21204,21206,21209,21212],{},[2773,21203,20417],{},[2773,21205,15053],{},[2773,21207,21208],{},"196A",[2773,21210,21211],{},"ＭＦＳ",[2773,21213,14167],{},[2758,21215,21216,21218,21220,21223,21226],{},[2773,21217,20417],{},[2773,21219,15053],{},[2773,21221,21222],{},"197A",[2773,21224,21225],{},"タウンズ",[2773,21227,14167],{},[2758,21229,21230,21232,21234,21237,21240],{},[2773,21231,20417],{},[2773,21233,15053],{},[2773,21235,21236],{},"220A",[2773,21238,21239],{},"Ｆａｂｅｒ　Ｃｏｍｐａｎｙ",[2773,21241,14110],{},[2758,21243,21244,21246,21248,21251,21254],{},[2773,21245,20417],{},[2773,21247,15053],{},[2773,21249,21250],{},"2266",[2773,21252,21253],{},"六甲バター",[2773,21255,13965],{},[2758,21257,21258,21260,21262,21265,21268],{},[2773,21259,20417],{},[2773,21261,15053],{},[2773,21263,21264],{},"2370",[2773,21266,21267],{},"メディネット",[2773,21269,14110],{},[2758,21271,21272,21274,21276,21279,21282],{},[2773,21273,20417],{},[2773,21275,15053],{},[2773,21277,21278],{},"241A",[2773,21280,21281],{},"ＲＯＸＸ",[2773,21283,14110],{},[2758,21285,21286,21288,21290,21293,21296],{},[2773,21287,20417],{},[2773,21289,15053],{},[2773,21291,21292],{},"2436",[2773,21294,21295],{},"共同ピーアール",[2773,21297,13965],{},[2758,21299,21300,21302,21304,21307,21310],{},[2773,21301,20417],{},[2773,21303,15053],{},[2773,21305,21306],{},"2485",[2773,21308,21309],{},"ティア",[2773,21311,14110],{},[2758,21313,21314,21316,21318,21321,21324],{},[2773,21315,20417],{},[2773,21317,15053],{},[2773,21319,21320],{},"2780",[2773,21322,21323],{},"コメ兵ホールディングス",[2773,21325,13976],{},[2758,21327,21328,21330,21332,21335,21338],{},[2773,21329,20417],{},[2773,21331,15053],{},[2773,21333,21334],{},"2831",[2773,21336,21337],{},"はごろもフーズ",[2773,21339,13976],{},[2758,21341,21342,21344,21346,21349,21352],{},[2773,21343,20417],{},[2773,21345,15053],{},[2773,21347,21348],{},"291A",[2773,21350,21351],{},"リスキル",[2773,21353,13976],{},[2758,21355,21356,21358,21360,21363,21366],{},[2773,21357,20417],{},[2773,21359,15053],{},[2773,21361,21362],{},"3099",[2773,21364,21365],{},"三越伊勢丹ホールディングス",[2773,21367,13976],{},[2758,21369,21370,21372,21374,21377,21380],{},[2773,21371,20417],{},[2773,21373,15053],{},[2773,21375,21376],{},"3138",[2773,21378,21379],{},"富士山マガジンサービス",[2773,21381,13965],{},[2758,21383,21384,21386,21388,21391,21394],{},[2773,21385,20417],{},[2773,21387,15053],{},[2773,21389,21390],{},"3182",[2773,21392,21393],{},"オイシックス",[2773,21395,13976],{},[2758,21397,21398,21400,21402,21405,21408],{},[2773,21399,20417],{},[2773,21401,15053],{},[2773,21403,21404],{},"3252",[2773,21406,21407],{},"地主",[2773,21409,13965],{},[2758,21411,21412,21414,21416,21419,21422],{},[2773,21413,20417],{},[2773,21415,15053],{},[2773,21417,21418],{},"335A",[2773,21420,21421],{},"ミライロ",[2773,21423,14110],{},[2758,21425,21426,21428,21430,21433,21436],{},[2773,21427,20417],{},[2773,21429,15053],{},[2773,21431,21432],{},"3375",[2773,21434,21435],{},"ＺＯＡ",[2773,21437,13976],{},[2758,21439,21440,21442,21444,21447,21450],{},[2773,21441,20417],{},[2773,21443,15053],{},[2773,21445,21446],{},"338A",[2773,21448,21449],{},"ＺｅｎｍｕＴｅｃｈ",[2773,21451,13965],{},[2758,21453,21454,21456,21458,21461,21464],{},[2773,21455,20417],{},[2773,21457,15053],{},[2773,21459,21460],{},"3465",[2773,21462,21463],{},"ケイアイスター不動産",[2773,21465,13976],{},[2758,21467,21468,21470,21472,21475,21478],{},[2773,21469,20417],{},[2773,21471,15053],{},[2773,21473,21474],{},"3474",[2773,21476,21477],{},"Ｇ−ＦＡＣＴＯＲＹ",[2773,21479,13965],{},[2758,21481,21482,21484,21486,21489,21492],{},[2773,21483,20417],{},[2773,21485,15053],{},[2773,21487,21488],{},"3623",[2773,21490,21491],{},"ビリングシステム",[2773,21493,13965],{},[2758,21495,21496,21498,21500,21503,21506],{},[2773,21497,20417],{},[2773,21499,15053],{},[2773,21501,21502],{},"3639",[2773,21504,21505],{},"ボルテージ",[2773,21507,14167],{},[2758,21509,21510,21512,21514,21517,21520],{},[2773,21511,20417],{},[2773,21513,15053],{},[2773,21515,21516],{},"3649",[2773,21518,21519],{},"ファインデックス",[2773,21521,13965],{},[2758,21523,21524,21526,21528,21531,21534],{},[2773,21525,20417],{},[2773,21527,15053],{},[2773,21529,21530],{},"3659",[2773,21532,21533],{},"ネクソン",[2773,21535,13965],{},[2758,21537,21538,21540,21542,21545,21548],{},[2773,21539,20417],{},[2773,21541,15053],{},[2773,21543,21544],{},"3660",[2773,21546,21547],{},"アイスタイル",[2773,21549,14167],{},[2758,21551,21552,21554,21556,21559,21562],{},[2773,21553,20417],{},[2773,21555,15053],{},[2773,21557,21558],{},"3679",[2773,21560,21561],{},"じげん",[2773,21563,13976],{},[2758,21565,21566,21568,21570,21573,21576],{},[2773,21567,20417],{},[2773,21569,15053],{},[2773,21571,21572],{},"3686",[2773,21574,21575],{},"ディー・エル・イー",[2773,21577,13976],{},[2758,21579,21580,21582,21584,21587,21590],{},[2773,21581,20417],{},[2773,21583,15053],{},[2773,21585,21586],{},"3692",[2773,21588,21589],{},"ＦＦＲＩセキュリティ",[2773,21591,13976],{},[2758,21593,21594,21596,21598,21601,21604],{},[2773,21595,20417],{},[2773,21597,15053],{},[2773,21599,21600],{},"3727",[2773,21602,21603],{},"アプリックス",[2773,21605,13965],{},[2758,21607,21608,21610,21612,21615,21618],{},[2773,21609,20417],{},[2773,21611,15053],{},[2773,21613,21614],{},"3799",[2773,21616,21617],{},"キーウェアソリューションズ",[2773,21619,13976],{},[2758,21621,21622,21624,21626,21629,21632],{},[2773,21623,20417],{},[2773,21625,15053],{},[2773,21627,21628],{},"3807",[2773,21630,21631],{},"フィスコ",[2773,21633,13965],{},[2758,21635,21636,21638,21640,21643,21646],{},[2773,21637,20417],{},[2773,21639,15053],{},[2773,21641,21642],{},"3920",[2773,21644,21645],{},"アイビーシー",[2773,21647,14110],{},[2758,21649,21650,21652,21654,21657,21660],{},[2773,21651,20417],{},[2773,21653,15053],{},[2773,21655,21656],{},"3925",[2773,21658,21659],{},"ダブルスタンダード",[2773,21661,13976],{},[2758,21663,21664,21666,21668,21671,21674],{},[2773,21665,20417],{},[2773,21667,15053],{},[2773,21669,21670],{},"3962",[2773,21672,21673],{},"チェンジホールディングス",[2773,21675,13976],{},[2758,21677,21678,21680,21682,21685,21688],{},[2773,21679,20417],{},[2773,21681,15053],{},[2773,21683,21684],{},"4040",[2773,21686,21687],{},"南海化学",[2773,21689,13976],{},[2758,21691,21692,21694,21696,21699,21702],{},[2773,21693,20417],{},[2773,21695,15053],{},[2773,21697,21698],{},"4054",[2773,21700,21701],{},"日本情報クリエイト",[2773,21703,14167],{},[2758,21705,21706,21708,21710,21713,21716],{},[2773,21707,20417],{},[2773,21709,15053],{},[2773,21711,21712],{},"4055",[2773,21714,21715],{},"ティアンドエスグループ",[2773,21717,14110],{},[2758,21719,21720,21722,21724,21727,21730],{},[2773,21721,20417],{},[2773,21723,15053],{},[2773,21725,21726],{},"4060",[2773,21728,21729],{},"ｒａｋｕｍｏ",[2773,21731,13965],{},[2758,21733,21734,21736,21738,21741,21744],{},[2773,21735,20417],{},[2773,21737,15053],{},[2773,21739,21740],{},"4165",[2773,21742,21743],{},"プレイド",[2773,21745,14110],{},[2758,21747,21748,21750,21752,21755,21758],{},[2773,21749,20417],{},[2773,21751,15053],{},[2773,21753,21754],{},"4166",[2773,21756,21757],{},"かっこ",[2773,21759,13965],{},[2758,21761,21762,21764,21766,21769,21772],{},[2773,21763,20417],{},[2773,21765,15053],{},[2773,21767,21768],{},"4168",[2773,21770,21771],{},"ヤプリ",[2773,21773,13965],{},[2758,21775,21776,21778,21780,21783,21786],{},[2773,21777,20417],{},[2773,21779,15053],{},[2773,21781,21782],{},"4237",[2773,21784,21785],{},"フジプレアム",[2773,21787,13976],{},[2758,21789,21790,21792,21794,21797,21800],{},[2773,21791,20417],{},[2773,21793,15053],{},[2773,21795,21796],{},"4264",[2773,21798,21799],{},"セキュア",[2773,21801,13965],{},[2758,21803,21804,21806,21808,21811,21814],{},[2773,21805,20417],{},[2773,21807,15053],{},[2773,21809,21810],{},"4265",[2773,21812,21813],{},"Ｉｎｓｔｉｔｕｔｉｏｎ　ｆｏｒ　ａ　Ｇｌｏｂａｌ　Ｓｏｃｉｅｔｙ",[2773,21815,13976],{},[2758,21817,21818,21820,21822,21825,21828],{},[2773,21819,20417],{},[2773,21821,15053],{},[2773,21823,21824],{},"4301",[2773,21826,21827],{},"アミューズ",[2773,21829,13976],{},[2758,21831,21832,21834,21836,21839,21842],{},[2773,21833,20417],{},[2773,21835,15053],{},[2773,21837,21838],{},"4331",[2773,21840,21841],{},"テイクアンドギヴ・ニーズ",[2773,21843,13965],{},[2758,21845,21846,21848,21850,21853,21856],{},[2773,21847,20417],{},[2773,21849,15053],{},[2773,21851,21852],{},"4377",[2773,21854,21855],{},"ワンキャリア",[2773,21857,13965],{},[2758,21859,21860,21862,21864,21867,21870],{},[2773,21861,20417],{},[2773,21863,15053],{},[2773,21865,21866],{},"4379",[2773,21868,21869],{},"Ｐｈｏｔｏｓｙｎｔｈ",[2773,21871,13965],{},[2758,21873,21874,21876,21878,21881,21884],{},[2773,21875,20417],{},[2773,21877,15053],{},[2773,21879,21880],{},"4424",[2773,21882,21883],{},"Ａｍａｚｉａ",[2773,21885,14110],{},[2758,21887,21888,21890,21892,21895,21898],{},[2773,21889,20417],{},[2773,21891,15053],{},[2773,21893,21894],{},"4425",[2773,21896,21897],{},"Ｋｕｄａｎ",[2773,21899,13976],{},[2758,21901,21902,21904,21906,21909,21912],{},[2773,21903,20417],{},[2773,21905,15053],{},[2773,21907,21908],{},"4478",[2773,21910,21911],{},"フリー",[2773,21913,14167],{},[2758,21915,21916,21918,21920,21923,21926],{},[2773,21917,20417],{},[2773,21919,15053],{},[2773,21921,21922],{},"4480",[2773,21924,21925],{},"メドレー",[2773,21927,13965],{},[2758,21929,21930,21932,21934,21937,21940],{},[2773,21931,20417],{},[2773,21933,15053],{},[2773,21935,21936],{},"4482",[2773,21938,21939],{},"ウィルズ",[2773,21941,13965],{},[2758,21943,21944,21946,21948,21951,21954],{},[2773,21945,20417],{},[2773,21947,15053],{},[2773,21949,21950],{},"4574",[2773,21952,21953],{},"大幸薬品",[2773,21955,13965],{},[2758,21957,21958,21960,21962,21965,21968],{},[2773,21959,20417],{},[2773,21961,15053],{},[2773,21963,21964],{},"4576",[2773,21966,21967],{},"デ・ウエスタン・セラピテクス研究所",[2773,21969,13965],{},[2758,21971,21972,21974,21976,21979,21982],{},[2773,21973,20417],{},[2773,21975,15053],{},[2773,21977,21978],{},"4591",[2773,21980,21981],{},"リボミック",[2773,21983,13976],{},[2758,21985,21986,21988,21990,21993,21996],{},[2773,21987,20417],{},[2773,21989,15053],{},[2773,21991,21992],{},"4597",[2773,21994,21995],{},"ソレイジア・ファーマ",[2773,21997,13965],{},[2758,21999,22000,22002,22004,22007,22010],{},[2773,22001,20417],{},[2773,22003,15053],{},[2773,22005,22006],{},"4704",[2773,22008,22009],{},"トレンドマイクロ",[2773,22011,13965],{},[2758,22013,22014,22016,22018,22021,22024],{},[2773,22015,20417],{},[2773,22017,15053],{},[2773,22019,22020],{},"4819",[2773,22022,22023],{},"デジタルガレージ",[2773,22025,13976],{},[2758,22027,22028,22030,22032,22035,22038],{},[2773,22029,20417],{},[2773,22031,15053],{},[2773,22033,22034],{},"4882",[2773,22036,22037],{},"ペルセウスプロテオミクス",[2773,22039,13976],{},[2758,22041,22042,22044,22046,22049,22052],{},[2773,22043,20417],{},[2773,22045,15053],{},[2773,22047,22048],{},"4894",[2773,22050,22051],{},"クオリプス",[2773,22053,13976],{},[2758,22055,22056,22058,22060,22063,22066],{},[2773,22057,20417],{},[2773,22059,15053],{},[2773,22061,22062],{},"4978",[2773,22064,22065],{},"リプロセル",[2773,22067,13976],{},[2758,22069,22070,22072,22074,22077,22080],{},[2773,22071,20417],{},[2773,22073,15053],{},[2773,22075,22076],{},"5034",[2773,22078,22079],{},"ｕｎｅｒｒｙ",[2773,22081,14167],{},[2758,22083,22084,22086,22088,22091,22094],{},[2773,22085,20417],{},[2773,22087,15053],{},[2773,22089,22090],{},"5036",[2773,22092,22093],{},"日本ビジネスシステムズ",[2773,22095,14110],{},[2758,22097,22098,22100,22102,22105,22108],{},[2773,22099,20417],{},[2773,22101,15053],{},[2773,22103,22104],{},"5244",[2773,22106,22107],{},"ｊｉｇ．ｊｐ",[2773,22109,13976],{},[2758,22111,22112,22114,22116,22119,22122],{},[2773,22113,20417],{},[2773,22115,15053],{},[2773,22117,22118],{},"5368",[2773,22120,22121],{},"日本インシュレーション",[2773,22123,13976],{},[2758,22125,22126,22128,22130,22133,22136],{},[2773,22127,20417],{},[2773,22129,15053],{},[2773,22131,22132],{},"5590",[2773,22134,22135],{},"ネットスターズ",[2773,22137,13965],{},[2758,22139,22140,22142,22144,22147,22150],{},[2773,22141,20417],{},[2773,22143,15053],{},[2773,22145,22146],{},"5618",[2773,22148,22149],{},"ナイル",[2773,22151,13965],{},[2758,22153,22154,22156,22158,22161,22164],{},[2773,22155,20417],{},[2773,22157,15053],{},[2773,22159,22160],{},"5704",[2773,22162,22163],{},"ＪＭＣ",[2773,22165,13965],{},[2758,22167,22168,22170,22172,22175,22178],{},[2773,22169,20417],{},[2773,22171,15053],{},[2773,22173,22174],{},"5715",[2773,22176,22177],{},"古河機械金属",[2773,22179,13976],{},[2758,22181,22182,22184,22186,22189,22192],{},[2773,22183,20417],{},[2773,22185,15053],{},[2773,22187,22188],{},"5884",[2773,22190,22191],{},"クラダシ",[2773,22193,14167],{},[2758,22195,22196,22198,22200,22203,22206],{},[2773,22197,20417],{},[2773,22199,15053],{},[2773,22201,22202],{},"6298",[2773,22204,22205],{},"ワイエイシイホールディングス",[2773,22207,13976],{},[2758,22209,22210,22212,22214,22217,22220],{},[2773,22211,20417],{},[2773,22213,15053],{},[2773,22215,22216],{},"6560",[2773,22218,22219],{},"エル・ティー・エス",[2773,22221,13965],{},[2758,22223,22224,22226,22228,22231,22234],{},[2773,22225,20417],{},[2773,22227,15053],{},[2773,22229,22230],{},"6579",[2773,22232,22233],{},"ログリー",[2773,22235,13976],{},[2758,22237,22238,22240,22242,22245,22248],{},[2773,22239,20417],{},[2773,22241,15053],{},[2773,22243,22244],{},"6599",[2773,22246,22247],{},"エブレン",[2773,22249,13976],{},[2758,22251,22252,22254,22256,22259,22262],{},[2773,22253,20417],{},[2773,22255,15053],{},[2773,22257,22258],{},"6625",[2773,22260,22261],{},"ＪＡＬＣＯホールディングス",[2773,22263,13976],{},[2758,22265,22266,22268,22270,22273,22276],{},[2773,22267,20417],{},[2773,22269,15053],{},[2773,22271,22272],{},"6694",[2773,22274,22275],{},"ズーム",[2773,22277,13965],{},[2758,22279,22280,22282,22284,22287,22290],{},[2773,22281,20417],{},[2773,22283,15053],{},[2773,22285,22286],{},"6707",[2773,22288,22289],{},"サンケン電気",[2773,22291,13976],{},[2758,22293,22294,22296,22298,22301,22304],{},[2773,22295,20417],{},[2773,22297,15053],{},[2773,22299,22300],{},"6904",[2773,22302,22303],{},"原田工業",[2773,22305,13976],{},[2758,22307,22308,22310,22312,22315,22318],{},[2773,22309,20417],{},[2773,22311,15053],{},[2773,22313,22314],{},"6918",[2773,22316,22317],{},"アバールデータ",[2773,22319,13976],{},[2758,22321,22322,22324,22326,22329,22332],{},[2773,22323,20417],{},[2773,22325,15053],{},[2773,22327,22328],{},"7063",[2773,22330,22331],{},"Ｂｉｒｄｍａｎ",[2773,22333,14167],{},[2758,22335,22336,22338,22340,22343,22346],{},[2773,22337,20417],{},[2773,22339,15053],{},[2773,22341,22342],{},"7069",[2773,22344,22345],{},"サイバー・バズ",[2773,22347,14110],{},[2758,22349,22350,22352,22354,22357,22360],{},[2773,22351,20417],{},[2773,22353,15053],{},[2773,22355,22356],{},"7114",[2773,22358,22359],{},"フーディソン",[2773,22361,13976],{},[2758,22363,22364,22366,22368,22371,22374],{},[2773,22365,20417],{},[2773,22367,15053],{},[2773,22369,22370],{},"7127",[2773,22372,22373],{},"一家ホールディングス",[2773,22375,13976],{},[2758,22377,22378,22380,22382,22385,22388],{},[2773,22379,20417],{},[2773,22381,15053],{},[2773,22383,22384],{},"7138",[2773,22386,22387],{},"ＴＯＲＩＣＯ",[2773,22389,13976],{},[2758,22391,22392,22394,22396,22399,22402],{},[2773,22393,20417],{},[2773,22395,15053],{},[2773,22397,22398],{},"7347",[2773,22400,22401],{},"マーキュリアホールディングス",[2773,22403,13965],{},[2758,22405,22406,22408,22410,22413,22416],{},[2773,22407,20417],{},[2773,22409,15053],{},[2773,22411,22412],{},"7356",[2773,22414,22415],{},"Ｒｅｔｔｙ",[2773,22417,14110],{},[2758,22419,22420,22422,22424,22427,22430],{},[2773,22421,20417],{},[2773,22423,15053],{},[2773,22425,22426],{},"7367",[2773,22428,22429],{},"セルム",[2773,22431,13976],{},[2758,22433,22434,22436,22438,22441,22444],{},[2773,22435,20417],{},[2773,22437,15053],{},[2773,22439,22440],{},"7698",[2773,22442,22443],{},"アイスコ",[2773,22445,13976],{},[2758,22447,22448,22450,22452,22455,22458],{},[2773,22449,20417],{},[2773,22451,15053],{},[2773,22453,22454],{},"7779",[2773,22456,22457],{},"ＣＹＢＥＲＤＹＮＥ",[2773,22459,13976],{},[2758,22461,22462,22464,22466,22469,22472],{},[2773,22463,20417],{},[2773,22465,15053],{},[2773,22467,22468],{},"7794",[2773,22470,22471],{},"イーディーピー",[2773,22473,13976],{},[2758,22475,22476,22478,22480,22483,22486],{},[2773,22477,20417],{},[2773,22479,15053],{},[2773,22481,22482],{},"7803",[2773,22484,22485],{},"ブシロード",[2773,22487,14167],{},[2758,22489,22490,22492,22494,22497,22500],{},[2773,22491,20417],{},[2773,22493,15053],{},[2773,22495,22496],{},"8039",[2773,22498,22499],{},"築地魚市場",[2773,22501,13976],{},[2758,22503,22504,22506,22508,22511,22514],{},[2773,22505,20417],{},[2773,22507,15053],{},[2773,22509,22510],{},"8737",[2773,22512,22513],{},"あかつき本社",[2773,22515,13976],{},[2758,22517,22518,22520,22522,22525,22528],{},[2773,22519,20417],{},[2773,22521,15053],{},[2773,22523,22524],{},"9173",[2773,22526,22527],{},"東海汽船",[2773,22529,13965],{},[2758,22531,22532,22534,22536,22539,22542],{},[2773,22533,20417],{},[2773,22535,15053],{},[2773,22537,22538],{},"9419",[2773,22540,22541],{},"ワイヤレスゲート",[2773,22543,13965],{},[2758,22545,22546,22548,22550,22553,22556],{},[2773,22547,20417],{},[2773,22549,15053],{},[2773,22551,22552],{},"9468",[2773,22554,22555],{},"ＫＡＤＯＫＡＷＡ",[2773,22557,13976],{},[2758,22559,22560,22562,22564,22567,22570],{},[2773,22561,20417],{},[2773,22563,15053],{},[2773,22565,22566],{},"9621",[2773,22568,22569],{},"建設技術研究所",[2773,22571,13965],{},[2758,22573,22574,22576,22578,22581,22584],{},[2773,22575,20417],{},[2773,22577,15053],{},[2773,22579,22580],{},"9769",[2773,22582,22583],{},"学究社",[2773,22585,13976],{},[2758,22587,22588,22590,22592,22595,22598],{},[2773,22589,20417],{},[2773,22591,15053],{},[2773,22593,22594],{},"9994",[2773,22596,22597],{},"やまや",[2773,22599,13976],{},[2758,22601,22602,22604,22606,22609,22612],{},[2773,22603,20417],{},[2773,22605,16678],{},[2773,22607,22608],{},"288A",[2773,22610,22611],{},"ラクサス・テクノロジーズ",[2773,22613,13976],{},[2758,22615,22616,22618,22620,22623,22626],{},[2773,22617,20417],{},[2773,22619,16678],{},[2773,22621,22622],{},"3633",[2773,22624,22625],{},"ＧＭＯペパボ",[2773,22627,13965],{},[2758,22629,22630,22632,22634,22637,22640],{},[2773,22631,20417],{},[2773,22633,16678],{},[2773,22635,22636],{},"3788",[2773,22638,22639],{},"ＧＭＯグローバルサイン・ホールディングス",[2773,22641,13965],{},[2758,22643,22644,22646,22648,22651,22654],{},[2773,22645,20417],{},[2773,22647,16678],{},[2773,22649,22650],{},"4051",[2773,22652,22653],{},"ＧＭＯフィナンシャルゲート",[2773,22655,14110],{},[2758,22657,22658,22660,22662,22665,22668],{},[2773,22659,20417],{},[2773,22661,16678],{},[2773,22663,22664],{},"4776",[2773,22666,22667],{},"サイボウズ",[2773,22669,13965],{},[2758,22671,22672,22674,22676,22679,22682],{},[2773,22673,20417],{},[2773,22675,16678],{},[2773,22677,22678],{},"5138",[2773,22680,22681],{},"Ｒｅｂａｓｅ",[2773,22683,13976],{},[2758,22685,22686,22688,22690,22693,22696],{},[2773,22687,20417],{},[2773,22689,16678],{},[2773,22691,22692],{},"6180",[2773,22694,22695],{},"ＧＭＯメディア",[2773,22697,13965],{},[2758,22699,22700,22702,22704,22707,22710],{},[2773,22701,20417],{},[2773,22703,16780],{},[2773,22705,22706],{},"8946",[2773,22708,22709],{},"ＡＳＩＡＮ　ＳＴＡＲ",[2773,22711,13965],{},[2758,22713,22714,22716,22718,22721,22724],{},[2773,22715,20417],{},[2773,22717,16780],{},[2773,22719,22720],{},"9073",[2773,22722,22723],{},"京極運輸商事",[2773,22725,13976],{},[2758,22727,22728,22730,22732,22735,22738],{},[2773,22729,20417],{},[2773,22731,16780],{},[2773,22733,22734],{},"9363",[2773,22736,22737],{},"大運",[2773,22739,13976],{},[2758,22741,22742,22744,22746,22749,22752],{},[2773,22743,20417],{},[2773,22745,16893],{},[2773,22747,22748],{},"4664",[2773,22750,22751],{},"アール・エス・シー",[2773,22753,13976],{},[2758,22755,22756,22758,22760,22763,22766],{},[2773,22757,20417],{},[2773,22759,16893],{},[2773,22761,22762],{},"4893",[2773,22764,22765],{},"ノイルイミューン・バイオテック",[2773,22767,13965],{},[2758,22769,22770,22772,22774,22777,22780],{},[2773,22771,20417],{},[2773,22773,16893],{},[2773,22775,22776],{},"5983",[2773,22778,22779],{},"イワブチ",[2773,22781,13976],{},[2758,22783,22784,22786,22788,22791,22794],{},[2773,22785,20417],{},[2773,22787,16893],{},[2773,22789,22790],{},"9346",[2773,22792,22793],{},"ココルポート",[2773,22795,14167],{},[2758,22797,22798,22800,22802,22805,22808],{},[2773,22799,20417],{},[2773,22801,16922],{},[2773,22803,22804],{},"2585",[2773,22806,22807],{},"ライフドリンク　カンパニー",[2773,22809,13976],{},[2758,22811,22812,22814,22816,22819,22822],{},[2773,22813,20417],{},[2773,22815,16922],{},[2773,22817,22818],{},"2764",[2773,22820,22821],{},"ひらまつ",[2773,22823,13976],{},[2758,22825,22826,22828,22830,22833,22836],{},[2773,22827,20417],{},[2773,22829,16922],{},[2773,22831,22832],{},"281A",[2773,22834,22835],{},"インフォメティス",[2773,22837,13965],{},[2758,22839,22840,22842,22844,22847,22850],{},[2773,22841,20417],{},[2773,22843,16922],{},[2773,22845,22846],{},"3010",[2773,22848,22849],{},"ポラリス・ホールディングス",[2773,22851,13976],{},[2758,22853,22854,22856,22858,22861,22864],{},[2773,22855,20417],{},[2773,22857,16922],{},[2773,22859,22860],{},"3350",[2773,22862,22863],{},"メタプラネット",[2773,22865,13965],{},[2758,22867,22868,22870,22872,22875,22878],{},[2773,22869,20417],{},[2773,22871,16922],{},[2773,22873,22874],{},"3445",[2773,22876,22877],{},"ＲＳ　Ｔｅｃｈｎｏｌｏｇｉｅｓ",[2773,22879,13965],{},[2758,22881,22882,22884,22886,22889,22892],{},[2773,22883,20417],{},[2773,22885,16922],{},[2773,22887,22888],{},"3559",[2773,22890,22891],{},"ピーバンドットコム",[2773,22893,13976],{},[2758,22895,22896,22898,22900,22903,22906],{},[2773,22897,20417],{},[2773,22899,16922],{},[2773,22901,22902],{},"3710",[2773,22904,22905],{},"ジョルダン",[2773,22907,14110],{},[2758,22909,22910,22912,22914,22917,22920],{},[2773,22911,20417],{},[2773,22913,16922],{},[2773,22915,22916],{},"3840",[2773,22918,22919],{},"パス",[2773,22921,13976],{},[2758,22923,22924,22926,22928,22931,22934],{},[2773,22925,20417],{},[2773,22927,16922],{},[2773,22929,22930],{},"3937",[2773,22932,22933],{},"Ｕｂｉｃｏｍホールディングス",[2773,22935,13976],{},[2758,22937,22938,22940,22942,22945,22948],{},[2773,22939,20417],{},[2773,22941,16922],{},[2773,22943,22944],{},"3979",[2773,22946,22947],{},"うるる",[2773,22949,13976],{},[2758,22951,22952,22954,22956,22959,22962],{},[2773,22953,20417],{},[2773,22955,16922],{},[2773,22957,22958],{},"3993",[2773,22960,22961],{},"ＰＫＳＨＡ　Ｔｅｃｈｎｏｌｏｇｙ",[2773,22963,14110],{},[2758,22965,22966,22968,22970,22973,22976],{},[2773,22967,20417],{},[2773,22969,16922],{},[2773,22971,22972],{},"4118",[2773,22974,22975],{},"カネカ",[2773,22977,13976],{},[2758,22979,22980,22982,22984,22987,22990],{},[2773,22981,20417],{},[2773,22983,16922],{},[2773,22985,22986],{},"4180",[2773,22988,22989],{},"Ａｐｐｉｅｒ　Ｇｒｏｕｐ",[2773,22991,13965],{},[2758,22993,22994,22996,22998,23001,23004],{},[2773,22995,20417],{},[2773,22997,16922],{},[2773,22999,23000],{},"4196",[2773,23002,23003],{},"ネオマーケティング",[2773,23005,14110],{},[2758,23007,23008,23010,23012,23015,23018],{},[2773,23009,20417],{},[2773,23011,16922],{},[2773,23013,23014],{},"4323",[2773,23016,23017],{},"日本システム技術",[2773,23019,13976],{},[2758,23021,23022,23024,23026,23029,23032],{},[2773,23023,20417],{},[2773,23025,16922],{},[2773,23027,23028],{},"4414",[2773,23030,23031],{},"フレクト",[2773,23033,13976],{},[2758,23035,23036,23038,23040,23043,23046],{},[2773,23037,20417],{},[2773,23039,16922],{},[2773,23041,23042],{},"4438",[2773,23044,23045],{},"Ｗｅｌｂｙ",[2773,23047,13965],{},[2758,23049,23050,23052,23054,23057,23060],{},[2773,23051,20417],{},[2773,23053,16922],{},[2773,23055,23056],{},"4583",[2773,23058,23059],{},"カイオム・バイオサイエンス",[2773,23061,13965],{},[2758,23063,23064,23066,23068,23071,23074],{},[2773,23065,20417],{},[2773,23067,16922],{},[2773,23069,23070],{},"4584",[2773,23072,23073],{},"キッズウェル・バイオ",[2773,23075,13976],{},[2758,23077,23078,23080,23082,23085,23088],{},[2773,23079,20417],{},[2773,23081,16922],{},[2773,23083,23084],{},"5586",[2773,23086,23087],{},"Ｌａｂｏｒｏ．ＡＩ",[2773,23089,14110],{},[2758,23091,23092,23094,23096,23099,23102],{},[2773,23093,20417],{},[2773,23095,16922],{},[2773,23097,23098],{},"5698",[2773,23100,23101],{},"エンビプロ・ホールディングス",[2773,23103,14167],{},[2758,23105,23106,23108,23110,23113,23116],{},[2773,23107,20417],{},[2773,23109,16922],{},[2773,23111,23112],{},"5892",[2773,23114,23115],{},"ｙｕｔｏｒｉ",[2773,23117,13976],{},[2758,23119,23120,23122,23124,23127,23130],{},[2773,23121,20417],{},[2773,23123,16922],{},[2773,23125,23126],{},"5974",[2773,23128,23129],{},"中国工業",[2773,23131,13976],{},[2758,23133,23134,23136,23138,23141,23144],{},[2773,23135,20417],{},[2773,23137,16922],{},[2773,23139,23140],{},"5987",[2773,23142,23143],{},"オーネックス",[2773,23145,14167],{},[2758,23147,23148,23150,23152,23155,23158],{},[2773,23149,20417],{},[2773,23151,16922],{},[2773,23153,23154],{},"6078",[2773,23156,23157],{},"バリューＨＲ",[2773,23159,13965],{},[2758,23161,23162,23164,23166,23169,23172],{},[2773,23163,20417],{},[2773,23165,16922],{},[2773,23167,23168],{},"6177",[2773,23170,23171],{},"ＡｐｐＢａｎｋ",[2773,23173,13965],{},[2758,23175,23176,23178,23180,23183,23186],{},[2773,23177,20417],{},[2773,23179,16922],{},[2773,23181,23182],{},"6193",[2773,23184,23185],{},"バーチャレクス・ホールディングス",[2773,23187,13976],{},[2758,23189,23190,23192,23194,23197,23200],{},[2773,23191,20417],{},[2773,23193,16922],{},[2773,23195,23196],{},"7562",[2773,23198,23199],{},"安楽亭",[2773,23201,13976],{},[2758,23203,23204,23206,23208,23211,23214],{},[2773,23205,20417],{},[2773,23207,16922],{},[2773,23209,23210],{},"7585",[2773,23212,23213],{},"かんなん丸",[2773,23215,14167],{},[2758,23217,23218,23220,23222,23225,23228],{},[2773,23219,20417],{},[2773,23221,16922],{},[2773,23223,23224],{},"7776",[2773,23226,23227],{},"セルシード",[2773,23229,13965],{},[2758,23231,23232,23234,23236,23239,23242],{},[2773,23233,20417],{},[2773,23235,16922],{},[2773,23237,23238],{},"7814",[2773,23240,23241],{},"日本創発グループ",[2773,23243,13965],{},[2758,23245,23246,23248,23250,23253,23256],{},[2773,23247,20417],{},[2773,23249,16922],{},[2773,23251,23252],{},"7851",[2773,23254,23255],{},"カワセコンピュータサプライ",[2773,23257,13976],{},[2758,23259,23260,23262,23264,23267,23270],{},[2773,23261,20417],{},[2773,23263,16922],{},[2773,23265,23266],{},"9625",[2773,23268,23269],{},"セレスポ",[2773,23271,13976],{},[2758,23273,23274,23276,23278,23281,23284],{},[2773,23275,20417],{},[2773,23277,16922],{},[2773,23279,23280],{},"9658",[2773,23282,23283],{},"ビジネスブレイン太田昭和",[2773,23285,13976],{},[2758,23287,23288,23290,23292,23295,23298],{},[2773,23289,20417],{},[2773,23291,16922],{},[2773,23293,23294],{},"9704",[2773,23296,23297],{},"アゴーラ　ホスピタリティー　グループ",[2773,23299,13965],{},[2758,23301,23302,23304,23306,23309,23312],{},[2773,23303,20417],{},[2773,23305,17469],{},[2773,23307,23308],{},"3358",[2773,23310,23311],{},"Ｔｒａｉｌｈｅａｄ　Ｇｌｏｂａｌ　Ｈｏｌｄｉｎｇｓ",[2773,23313,13976],{},[2758,23315,23316,23318,23320,23323,23326],{},[2773,23317,20417],{},[2773,23319,17469],{},[2773,23321,23322],{},"3538",[2773,23324,23325],{},"ウイルプラスホールディングス",[2773,23327,14167],{},[2758,23329,23330,23332,23334,23337,23340],{},[2773,23331,20417],{},[2773,23333,17469],{},[2773,23335,23336],{},"7078",[2773,23338,23339],{},"ＩＮＣＬＵＳＩＶＥ　Ｈｏｌｄｉｎｇｓ",[2773,23341,13976],{},[2758,23343,23344,23346,23348,23351,23354],{},[2773,23345,20417],{},[2773,23347,17469],{},[2773,23349,23350],{},"9271",[2773,23352,23353],{},"和心",[2773,23355,13965],{},[2758,23357,23358,23360,23363,23366,23369],{},[2773,23359,20417],{},[2773,23361,23362],{},"16:45",[2773,23364,23365],{},"386A",[2773,23367,23368],{},"みのや",[2773,23370,14167],{},[2758,23372,23373,23375,23377,23380,23383],{},[2773,23374,20417],{},[2773,23376,17540],{},[2773,23378,23379],{},"2332",[2773,23381,23382],{},"クエスト",[2773,23384,13976],{},[2758,23386,23387,23389,23391,23394,23397],{},[2773,23388,20417],{},[2773,23390,17540],{},[2773,23392,23393],{},"3803",[2773,23395,23396],{},"イメージ情報開発",[2773,23398,13976],{},[2758,23400,23401,23403,23405,23408,23411],{},[2773,23402,20417],{},[2773,23404,17540],{},[2773,23406,23407],{},"6030",[2773,23409,23410],{},"アドベンチャー",[2773,23412,14167],{},[2758,23414,23415,23417,23419,23422,23425],{},[2773,23416,20417],{},[2773,23418,17540],{},[2773,23420,23421],{},"6513",[2773,23423,23424],{},"オリジン",[2773,23426,13976],{},[2758,23428,23429,23431,23433,23436,23439],{},[2773,23430,20417],{},[2773,23432,17540],{},[2773,23434,23435],{},"6548",[2773,23437,23438],{},"旅工房",[2773,23440,14167],{},[2758,23442,23443,23445,23447,23450,23453],{},[2773,23444,20417],{},[2773,23446,17540],{},[2773,23448,23449],{},"6571",[2773,23451,23452],{},"キュービーネットホールディングス",[2773,23454,14167],{},[2758,23456,23457,23459,23461,23464,23467],{},[2773,23458,20417],{},[2773,23460,17540],{},[2773,23462,23463],{},"8154",[2773,23465,23466],{},"加賀電子",[2773,23468,13976],{},[2758,23470,23471,23474,23476,23479,23482],{},[2773,23472,23473],{},"8\u002F14(金)",[2773,23475,14073],{},[2773,23477,23478],{},"219A",[2773,23480,23481],{},"Ｈｅａｒｔｓｅｅｄ",[2773,23483,13965],{},[2758,23485,23486,23488,23490,23493,23496],{},[2773,23487,23473],{},[2773,23489,14073],{},[2773,23491,23492],{},"3976",[2773,23494,23495],{},"シャノン",[2773,23497,13965],{},[2758,23499,23500,23502,23504,23507,23510],{},[2773,23501,23473],{},[2773,23503,14073],{},[2773,23505,23506],{},"472A",[2773,23508,23509],{},"ミラティブ",[2773,23511,13965],{},[2758,23513,23514,23516,23518,23521,23524],{},[2773,23515,23473],{},[2773,23517,14073],{},[2773,23519,23520],{},"476A",[2773,23522,23523],{},"辻・本郷ＩＴコンサルティング",[2773,23525,14110],{},[2758,23527,23528,23530,23532,23535,23538],{},[2773,23529,23473],{},[2773,23531,14073],{},[2773,23533,23534],{},"477A",[2773,23536,23537],{},"スタートライン",[2773,23539,13976],{},[2758,23541,23542,23544,23546,23549,23552],{},[2773,23543,23473],{},[2773,23545,14073],{},[2773,23547,23548],{},"4891",[2773,23550,23551],{},"ティムス",[2773,23553,13965],{},[2758,23555,23556,23558,23560,23563,23566],{},[2773,23557,23473],{},[2773,23559,14073],{},[2773,23561,23562],{},"554A",[2773,23564,23565],{},"バトンズ",[2773,23567,13976],{},[2758,23569,23570,23572,23574,23577,23580],{},[2773,23571,23473],{},[2773,23573,14073],{},[2773,23575,23576],{},"584A",[2773,23578,23579],{},"ＬｉＮＫＸ",[2773,23581,14167],{},[2758,23583,23584,23586,23588,23591,23594],{},[2773,23585,23473],{},[2773,23587,14073],{},[2773,23589,23590],{},"593A",[2773,23592,23593],{},"ティアフォー",[2773,23595,14110],{},[2758,23597,23598,23600,23602,23605,23608],{},[2773,23599,23473],{},[2773,23601,14073],{},[2773,23603,23604],{},"603A",[2773,23606,23607],{},"アイ・グリッド・ソリューションズ",[2773,23609,14167],{},[2758,23611,23612,23614,23616,23619,23622],{},[2773,23613,23473],{},[2773,23615,14073],{},[2773,23617,23618],{},"6630",[2773,23620,23621],{},"ヤーマン",[2773,23623,13965],{},[2758,23625,23626,23628,23630,23633,23636],{},[2773,23627,23473],{},[2773,23629,14073],{},[2773,23631,23632],{},"9254",[2773,23634,23635],{},"ラバブルマーケティンググループ",[2773,23637,13976],{},[2758,23639,23640,23642,23644,23647,23650],{},[2773,23641,23473],{},[2773,23643,14073],{},[2773,23645,23646],{},"9565",[2773,23648,23649],{},"ＧＬＯＥ",[2773,23651,14167],{},[2758,23653,23654,23656,23659,23662,23665],{},[2773,23655,23473],{},[2773,23657,23658],{},"10:30",[2773,23660,23661],{},"2673",[2773,23663,23664],{},"夢みつけ隊",[2773,23666,13976],{},[2758,23668,23669,23671,23673,23676,23679],{},[2773,23670,23473],{},[2773,23672,14203],{},[2773,23674,23675],{},"173A",[2773,23677,23678],{},"ハンモック",[2773,23680,13976],{},[2758,23682,23683,23685,23687,23690,23693],{},[2773,23684,23473],{},[2773,23686,14203],{},[2773,23688,23689],{},"2173",[2773,23691,23692],{},"博展",[2773,23694,13965],{},[2758,23696,23697,23699,23701,23704,23707],{},[2773,23698,23473],{},[2773,23700,14203],{},[2773,23702,23703],{},"2502",[2773,23705,23706],{},"アサヒグループホールディングス",[2773,23708,13965],{},[2758,23710,23711,23713,23715,23718,23721],{},[2773,23712,23473],{},[2773,23714,14203],{},[2773,23716,23717],{},"3927",[2773,23719,23720],{},"フーバーブレイン",[2773,23722,13976],{},[2758,23724,23725,23727,23729,23732,23735],{},[2773,23726,23473],{},[2773,23728,14203],{},[2773,23730,23731],{},"4372",[2773,23733,23734],{},"ユミルリンク",[2773,23736,13965],{},[2758,23738,23739,23741,23743,23746,23749],{},[2773,23740,23473],{},[2773,23742,14203],{},[2773,23744,23745],{},"5125",[2773,23747,23748],{},"ファインズ",[2773,23750,14167],{},[2758,23752,23753,23755,23757,23760,23763],{},[2773,23754,23473],{},[2773,23756,14203],{},[2773,23758,23759],{},"5582",[2773,23761,23762],{},"グリッド",[2773,23764,14167],{},[2758,23766,23767,23769,23771,23774,23777],{},[2773,23768,23473],{},[2773,23770,14203],{},[2773,23772,23773],{},"6563",[2773,23775,23776],{},"みらいワークス",[2773,23778,14110],{},[2758,23780,23781,23783,23785,23788,23791],{},[2773,23782,23473],{},[2773,23784,14203],{},[2773,23786,23787],{},"7371",[2773,23789,23790],{},"Ｚｅｎｋｅｎ",[2773,23792,14167],{},[2758,23794,23795,23797,23799,23802,23805],{},[2773,23796,23473],{},[2773,23798,14288],{},[2773,23800,23801],{},"2435",[2773,23803,23804],{},"シダー",[2773,23806,13976],{},[2758,23808,23809,23811,23813,23816,23819],{},[2773,23810,23473],{},[2773,23812,14288],{},[2773,23814,23815],{},"2750",[2773,23817,23818],{},"石光商事",[2773,23820,13976],{},[2758,23822,23823,23825,23827,23830,23833],{},[2773,23824,23473],{},[2773,23826,14288],{},[2773,23828,23829],{},"3773",[2773,23831,23832],{},"アドバンスト・メディア",[2773,23834,13976],{},[2758,23836,23837,23839,23841,23844,23847],{},[2773,23838,23473],{},[2773,23840,14288],{},[2773,23842,23843],{},"3825",[2773,23845,23846],{},"リミックスポイント",[2773,23848,13976],{},[2758,23850,23851,23853,23855,23858,23861],{},[2773,23852,23473],{},[2773,23854,14288],{},[2773,23856,23857],{},"3853",[2773,23859,23860],{},"アステリア",[2773,23862,13976],{},[2758,23864,23865,23867,23869,23872,23875],{},[2773,23866,23473],{},[2773,23868,14288],{},[2773,23870,23871],{},"4020",[2773,23873,23874],{},"ビートレンド",[2773,23876,13965],{},[2758,23878,23879,23881,23883,23886,23889],{},[2773,23880,23473],{},[2773,23882,14288],{},[2773,23884,23885],{},"5588",[2773,23887,23888],{},"ファーストアカウンティング",[2773,23890,13965],{},[2758,23892,23893,23895,23897,23900,23903],{},[2773,23894,23473],{},[2773,23896,14288],{},[2773,23898,23899],{},"5592",[2773,23901,23902],{},"くすりの窓口",[2773,23904,13976],{},[2758,23906,23907,23909,23911,23914,23917],{},[2773,23908,23473],{},[2773,23910,14288],{},[2773,23912,23913],{},"5616",[2773,23915,23916],{},"雨風太陽",[2773,23918,13965],{},[2758,23920,23921,23923,23925,23928,23931],{},[2773,23922,23473],{},[2773,23924,14288],{},[2773,23926,23927],{},"5619",[2773,23929,23930],{},"マーソ",[2773,23932,13965],{},[2758,23934,23935,23937,23939,23942,23945],{},[2773,23936,23473],{},[2773,23938,14288],{},[2773,23940,23941],{},"6942",[2773,23943,23944],{},"ソフィアホールディングス",[2773,23946,13976],{},[2758,23948,23949,23951,23953,23956,23959],{},[2773,23950,23473],{},[2773,23952,14288],{},[2773,23954,23955],{},"7039",[2773,23957,23958],{},"ブリッジインターナショナルグループ",[2773,23960,13965],{},[2758,23962,23963,23965,23967,23970,23973],{},[2773,23964,23473],{},[2773,23966,14288],{},[2773,23968,23969],{},"7350",[2773,23971,23972],{},"おきなわフィナンシャルグループ",[2773,23974,13976],{},[2758,23976,23977,23979,23981,23984,23987],{},[2773,23978,23473],{},[2773,23980,14288],{},[2773,23982,23983],{},"7494",[2773,23985,23986],{},"コナカ",[2773,23988,14110],{},[2758,23990,23991,23993,23995,23998,24001],{},[2773,23992,23473],{},[2773,23994,14288],{},[2773,23996,23997],{},"8518",[2773,23999,24000],{},"日本アジア投資",[2773,24002,13976],{},[2758,24004,24005,24007,24009,24012,24015],{},[2773,24006,23473],{},[2773,24008,14288],{},[2773,24010,24011],{},"9244",[2773,24013,24014],{},"デジタリフト",[2773,24016,14110],{},[2758,24018,24019,24021,24023,24026,24029],{},[2773,24020,23473],{},[2773,24022,14387],{},[2773,24024,24025],{},"6592",[2773,24027,24028],{},"マブチモーター",[2773,24030,13965],{},[2758,24032,24033,24035,24038,24041,24044],{},[2773,24034,23473],{},[2773,24036,24037],{},"12:50",[2773,24039,24040],{},"261A",[2773,24042,24043],{},"日水コン",[2773,24045,13965],{},[2758,24047,24048,24050,24052,24055,24058],{},[2773,24049,23473],{},[2773,24051,14402],{},[2773,24053,24054],{},"1443",[2773,24056,24057],{},"技研ホールディングス",[2773,24059,13976],{},[2758,24061,24062,24064,24066,24069,24072],{},[2773,24063,23473],{},[2773,24065,14402],{},[2773,24067,24068],{},"2388",[2773,24070,24071],{},"ウェッジホールディングス",[2773,24073,14110],{},[2758,24075,24076,24078,24080,24083,24086],{},[2773,24077,23473],{},[2773,24079,14402],{},[2773,24081,24082],{},"2874",[2773,24084,24085],{},"横浜冷凍",[2773,24087,14110],{},[2758,24089,24090,24092,24094,24097,24100],{},[2773,24091,23473],{},[2773,24093,14402],{},[2773,24095,24096],{},"2876",[2773,24098,24099],{},"デルソーレ",[2773,24101,13976],{},[2758,24103,24104,24106,24108,24111,24114],{},[2773,24105,23473],{},[2773,24107,14402],{},[2773,24109,24110],{},"3042",[2773,24112,24113],{},"セキュアヴェイル",[2773,24115,13976],{},[2758,24117,24118,24120,24122,24125,24128],{},[2773,24119,23473],{},[2773,24121,14402],{},[2773,24123,24124],{},"3719",[2773,24126,24127],{},"ＡＩストーム",[2773,24129,13965],{},[2758,24131,24132,24134,24136,24139,24142],{},[2773,24133,23473],{},[2773,24135,14402],{},[2773,24137,24138],{},"3845",[2773,24140,24141],{},"アイフリークモバイル",[2773,24143,13976],{},[2758,24145,24146,24148,24150,24153,24156],{},[2773,24147,23473],{},[2773,24149,14402],{},[2773,24151,24152],{},"4299",[2773,24154,24155],{},"ハイマックス",[2773,24157,13976],{},[2758,24159,24160,24162,24164,24167,24170],{},[2773,24161,23473],{},[2773,24163,14402],{},[2773,24165,24166],{},"7936",[2773,24168,24169],{},"アシックス",[2773,24171,13965],{},[2758,24173,24174,24176,24178,24181,24184],{},[2773,24175,23473],{},[2773,24177,14402],{},[2773,24179,24180],{},"8281",[2773,24182,24183],{},"ゼビオホールディングス",[2773,24185,13976],{},[2758,24187,24188,24190,24192,24195,24198],{},[2773,24189,23473],{},[2773,24191,14402],{},[2773,24193,24194],{},"8399",[2773,24196,24197],{},"琉球銀行",[2773,24199,13976],{},[2758,24201,24202,24204,24206,24209,24212],{},[2773,24203,23473],{},[2773,24205,14402],{},[2773,24207,24208],{},"9212",[2773,24210,24211],{},"Ｇｒｅｅｎ　Ｅａｒｔｈ　Ｉｎｓｔｉｔｕｔｅ",[2773,24213,14110],{},[2758,24215,24216,24218,24221,24224,24227],{},[2773,24217,23473],{},[2773,24219,24220],{},"13:10",[2773,24222,24223],{},"3397",[2773,24225,24226],{},"トリドールホールディングス",[2773,24228,13976],{},[2758,24230,24231,24233,24235,24238,24241],{},[2773,24232,23473],{},[2773,24234,14529],{},[2773,24236,24237],{},"6033",[2773,24239,24240],{},"エクストリーム",[2773,24242,13976],{},[2758,24244,24245,24247,24249,24252,24255],{},[2773,24246,23473],{},[2773,24248,14544],{},[2773,24250,24251],{},"2666",[2773,24253,24254],{},"オートウェーブ",[2773,24256,13976],{},[2758,24258,24259,24261,24263,24266,24269],{},[2773,24260,23473],{},[2773,24262,14544],{},[2773,24264,24265],{},"2998",[2773,24267,24268],{},"クリアル",[2773,24270,13976],{},[2758,24272,24273,24275,24277,24280,24283],{},[2773,24274,23473],{},[2773,24276,14544],{},[2773,24278,24279],{},"4990",[2773,24281,24282],{},"昭和化学工業",[2773,24284,13976],{},[2758,24286,24287,24289,24291,24294,24297],{},[2773,24288,23473],{},[2773,24290,14544],{},[2773,24292,24293],{},"6054",[2773,24295,24296],{},"リブセンス",[2773,24298,13965],{},[2758,24300,24301,24303,24305,24308,24311],{},[2773,24302,23473],{},[2773,24304,14544],{},[2773,24306,24307],{},"6229",[2773,24309,24310],{},"オーケーエム",[2773,24312,13976],{},[2758,24314,24315,24317,24319,24322,24325],{},[2773,24316,23473],{},[2773,24318,14544],{},[2773,24320,24321],{},"6977",[2773,24323,24324],{},"日本抵抗器製作所",[2773,24326,13965],{},[2758,24328,24329,24331,24333,24336,24339],{},[2773,24330,23473],{},[2773,24332,14544],{},[2773,24334,24335],{},"9145",[2773,24337,24338],{},"ビーイングホールディングス",[2773,24340,13965],{},[2758,24342,24343,24345,24347,24350,24353],{},[2773,24344,23473],{},[2773,24346,14672],{},[2773,24348,24349],{},"7120",[2773,24351,24352],{},"ＳＨＩＮＫＯ",[2773,24354,13976],{},[2758,24356,24357,24359,24361,24364,24367],{},[2773,24358,23473],{},[2773,24360,14672],{},[2773,24362,24363],{},"7555",[2773,24365,24366],{},"大田花き",[2773,24368,13976],{},[2758,24370,24371,24373,24375,24378,24381],{},[2773,24372,23473],{},[2773,24374,14672],{},[2773,24376,24377],{},"9450",[2773,24379,24380],{},"ファイバーゲート",[2773,24382,14167],{},[2758,24384,24385,24387,24389,24392,24395],{},[2773,24386,23473],{},[2773,24388,20924],{},[2773,24390,24391],{},"6343",[2773,24393,24394],{},"フリージア・マクロス",[2773,24396,13976],{},[2758,24398,24399,24401,24403,24406,24409],{},[2773,24400,23473],{},[2773,24402,14729],{},[2773,24404,24405],{},"2351",[2773,24407,24408],{},"ＡＳＪ",[2773,24410,13976],{},[2758,24412,24413,24415,24417,24420,24423],{},[2773,24414,23473],{},[2773,24416,14729],{},[2773,24418,24419],{},"3409",[2773,24421,24422],{},"北紡",[2773,24424,13976],{},[2758,24426,24427,24429,24431,24434,24437],{},[2773,24428,23473],{},[2773,24430,14729],{},[2773,24432,24433],{},"3694",[2773,24435,24436],{},"オプティム",[2773,24438,13976],{},[2758,24440,24441,24443,24445,24448,24451],{},[2773,24442,23473],{},[2773,24444,14729],{},[2773,24446,24447],{},"3928",[2773,24449,24450],{},"マイネット",[2773,24452,13965],{},[2758,24454,24455,24457,24459,24462,24465],{},[2773,24456,23473],{},[2773,24458,14729],{},[2773,24460,24461],{},"4068",[2773,24463,24464],{},"ベイシス",[2773,24466,14167],{},[2758,24468,24469,24471,24473,24476,24479],{},[2773,24470,23473],{},[2773,24472,14729],{},[2773,24474,24475],{},"4437",[2773,24477,24478],{},"ｇｏｏｄｄａｙｓホールディングス",[2773,24480,13976],{},[2758,24482,24483,24485,24487,24490,24493],{},[2773,24484,23473],{},[2773,24486,14729],{},[2773,24488,24489],{},"4486",[2773,24491,24492],{},"ユナイトアンドグロウ",[2773,24494,13965],{},[2758,24496,24497,24499,24501,24504,24507],{},[2773,24498,23473],{},[2773,24500,14729],{},[2773,24502,24503],{},"5074",[2773,24505,24506],{},"テスホールディングス",[2773,24508,14167],{},[2758,24510,24511,24513,24515,24518,24521],{},[2773,24512,23473],{},[2773,24514,14729],{},[2773,24516,24517],{},"5252",[2773,24519,24520],{},"日本ナレッジ",[2773,24522,13976],{},[2758,24524,24525,24527,24529,24532,24535],{},[2773,24526,23473],{},[2773,24528,14729],{},[2773,24530,24531],{},"6376",[2773,24533,24534],{},"日機装",[2773,24536,13965],{},[2758,24538,24539,24541,24543,24546,24549],{},[2773,24540,23473],{},[2773,24542,14729],{},[2773,24544,24545],{},"7041",[2773,24547,24548],{},"ＣＲＧホールディングス",[2773,24550,14110],{},[2758,24552,24553,24555,24557,24560,24563],{},[2773,24554,23473],{},[2773,24556,14729],{},[2773,24558,24559],{},"7256",[2773,24561,24562],{},"河西工業",[2773,24564,13976],{},[2758,24566,24567,24569,24571,24574,24577],{},[2773,24568,23473],{},[2773,24570,14729],{},[2773,24572,24573],{},"7389",[2773,24575,24576],{},"あいちフィナンシャルグループ",[2773,24578,13976],{},[2758,24580,24581,24583,24585,24588,24591],{},[2773,24582,23473],{},[2773,24584,14729],{},[2773,24586,24587],{},"7522",[2773,24589,24590],{},"ワタミ",[2773,24592,13976],{},[2758,24594,24595,24597,24599,24602,24605],{},[2773,24596,23473],{},[2773,24598,14729],{},[2773,24600,24601],{},"7524",[2773,24603,24604],{},"マルシェ",[2773,24606,13976],{},[2758,24608,24609,24611,24614,24617,24620],{},[2773,24610,23473],{},[2773,24612,24613],{},"15:10",[2773,24615,24616],{},"6497",[2773,24618,24619],{},"ハマイ",[2773,24621,13965],{},[2758,24623,24624,24626,24629,24632,24635],{},[2773,24625,23473],{},[2773,24627,24628],{},"15:15",[2773,24630,24631],{},"4177",[2773,24633,24634],{},"ｉ−ｐｌｕｇ",[2773,24636,13976],{},[2758,24638,24639,24641,24643,24646,24649],{},[2773,24640,23473],{},[2773,24642,15053],{},[2773,24644,24645],{},"1380",[2773,24647,24648],{},"秋川牧園",[2773,24650,13976],{},[2758,24652,24653,24655,24657,24660,24663],{},[2773,24654,23473],{},[2773,24656,15053],{},[2773,24658,24659],{},"145A",[2773,24661,24662],{},"Ｌ　ｉｓ　Ｂ",[2773,24664,13965],{},[2758,24666,24667,24669,24671,24674,24677],{},[2773,24668,23473],{},[2773,24670,15053],{},[2773,24672,24673],{},"153A",[2773,24675,24676],{},"カウリス",[2773,24678,13965],{},[2758,24680,24681,24683,24685,24688,24691],{},[2773,24682,23473],{},[2773,24684,15053],{},[2773,24686,24687],{},"1711",[2773,24689,24690],{},"ＳＤＳホールディングス",[2773,24692,13976],{},[2758,24694,24695,24697,24699,24702,24705],{},[2773,24696,23473],{},[2773,24698,15053],{},[2773,24700,24701],{},"1716",[2773,24703,24704],{},"第一カッター興業",[2773,24706,14167],{},[2758,24708,24709,24711,24713,24716,24719],{},[2773,24710,23473],{},[2773,24712,15053],{},[2773,24714,24715],{},"175A",[2773,24717,24718],{},"Ｗｉｌｌ　Ｓｍａｒｔ",[2773,24720,13965],{},[2758,24722,24723,24725,24727,24730,24733],{},[2773,24724,23473],{},[2773,24726,15053],{},[2773,24728,24729],{},"177A",[2773,24731,24732],{},"コージンバイオ",[2773,24734,13976],{},[2758,24736,24737,24739,24741,24744,24747],{},[2773,24738,23473],{},[2773,24740,15053],{},[2773,24742,24743],{},"194A",[2773,24745,24746],{},"ＷＯＬＶＥＳ　ＨＡＮＤ",[2773,24748,14167],{},[2758,24750,24751,24753,24755,24758,24761],{},[2773,24752,23473],{},[2773,24754,15053],{},[2773,24756,24757],{},"2329",[2773,24759,24760],{},"東北新社",[2773,24762,13976],{},[2758,24764,24765,24767,24769,24772,24775],{},[2773,24766,23473],{},[2773,24768,15053],{},[2773,24770,24771],{},"2334",[2773,24773,24774],{},"イオレ",[2773,24776,13976],{},[2758,24778,24779,24781,24783,24786,24789],{},[2773,24780,23473],{},[2773,24782,15053],{},[2773,24784,24785],{},"2340",[2773,24787,24788],{},"極楽湯ホールディングス",[2773,24790,13976],{},[2758,24792,24793,24795,24797,24800,24803],{},[2773,24794,23473],{},[2773,24796,15053],{},[2773,24798,24799],{},"2499",[2773,24801,24802],{},"日本和装ホールディングス",[2773,24804,13965],{},[2758,24806,24807,24809,24811,24814,24817],{},[2773,24808,23473],{},[2773,24810,15053],{},[2773,24812,24813],{},"2586",[2773,24815,24816],{},"フルッタフルッタ",[2773,24818,13976],{},[2758,24820,24821,24823,24825,24828,24831],{},[2773,24822,23473],{},[2773,24824,15053],{},[2773,24826,24827],{},"264A",[2773,24829,24830],{},"Ｓｃｈｏｏ",[2773,24832,14110],{},[2758,24834,24835,24837,24839,24842,24845],{},[2773,24836,23473],{},[2773,24838,15053],{},[2773,24840,24841],{},"2656",[2773,24843,24844],{},"ベクターホールディングス",[2773,24846,13976],{},[2758,24848,24849,24851,24853,24856,24859],{},[2773,24850,23473],{},[2773,24852,15053],{},[2773,24854,24855],{},"265A",[2773,24857,24858],{},"Ｈｍｃｏｍｍ",[2773,24860,13965],{},[2758,24862,24863,24865,24867,24870,24873],{},[2773,24864,23473],{},[2773,24866,15053],{},[2773,24868,24869],{},"290A",[2773,24871,24872],{},"Ｓｙｎｓｐｅｃｔｉｖｅ",[2773,24874,13965],{},[2758,24876,24877,24879,24881,24884,24887],{},[2773,24878,23473],{},[2773,24880,15053],{},[2773,24882,24883],{},"2962",[2773,24885,24886],{},"テクニスコ",[2773,24888,14167],{},[2758,24890,24891,24893,24895,24898,24901],{},[2773,24892,23473],{},[2773,24894,15053],{},[2773,24896,24897],{},"298A",[2773,24899,24900],{},"ＧＶＡ　ＴＥＣＨ",[2773,24902,13965],{},[2758,24904,24905,24907,24909,24912,24915],{},[2773,24906,23473],{},[2773,24908,15053],{},[2773,24910,24911],{},"302A",[2773,24913,24914],{},"ビースタイルホールディングス",[2773,24916,13976],{},[2758,24918,24919,24921,24923,24926,24929],{},[2773,24920,23473],{},[2773,24922,15053],{},[2773,24924,24925],{},"3041",[2773,24927,24928],{},"ビューティカダンホールディングス",[2773,24930,14167],{},[2758,24932,24933,24935,24937,24940,24943],{},[2773,24934,23473],{},[2773,24936,15053],{},[2773,24938,24939],{},"3113",[2773,24941,24942],{},"ＵＮＩＶＡ・Ｏａｋホールディングス",[2773,24944,13976],{},[2758,24946,24947,24949,24951,24954,24957],{},[2773,24948,23473],{},[2773,24950,15053],{},[2773,24952,24953],{},"3133",[2773,24955,24956],{},"海帆",[2773,24958,13976],{},[2758,24960,24961,24963,24965,24968,24971],{},[2773,24962,23473],{},[2773,24964,15053],{},[2773,24966,24967],{},"3185",[2773,24969,24970],{},"夢展望",[2773,24972,13976],{},[2758,24974,24975,24977,24979,24982,24985],{},[2773,24976,23473],{},[2773,24978,15053],{},[2773,24980,24981],{},"3196",[2773,24983,24984],{},"ホットランドホールディングス",[2773,24986,13965],{},[2758,24988,24989,24991,24993,24996,24999],{},[2773,24990,23473],{},[2773,24992,15053],{},[2773,24994,24995],{},"319A",[2773,24997,24998],{},"技術承継機構",[2773,25000,13965],{},[2758,25002,25003,25005,25007,25010,25013],{},[2773,25004,23473],{},[2773,25006,15053],{},[2773,25008,25009],{},"3224",[2773,25011,25012],{},"ゼネラル・オイスター",[2773,25014,13976],{},[2758,25016,25017,25019,25021,25024,25027],{},[2773,25018,23473],{},[2773,25020,15053],{},[2773,25022,25023],{},"3452",[2773,25025,25026],{},"ビーロット",[2773,25028,13965],{},[2758,25030,25031,25033,25035,25038,25041],{},[2773,25032,23473],{},[2773,25034,15053],{},[2773,25036,25037],{},"3457",[2773,25039,25040],{},"Ａｎｄ　Ｄｏホールディングス",[2773,25042,14167],{},[2758,25044,25045,25047,25049,25052,25055],{},[2773,25046,23473],{},[2773,25048,15053],{},[2773,25050,25051],{},"3469",[2773,25053,25054],{},"デュアルタップ",[2773,25056,14167],{},[2758,25058,25059,25061,25063,25066,25069],{},[2773,25060,23473],{},[2773,25062,15053],{},[2773,25064,25065],{},"3489",[2773,25067,25068],{},"フェイスネットワーク",[2773,25070,13976],{},[2758,25072,25073,25075,25077,25080,25083],{},[2773,25074,23473],{},[2773,25076,15053],{},[2773,25078,25079],{},"3624",[2773,25081,25082],{},"アクセルマーク",[2773,25084,14110],{},[2758,25086,25087,25089,25091,25094,25097],{},[2773,25088,23473],{},[2773,25090,15053],{},[2773,25092,25093],{},"3625",[2773,25095,25096],{},"テックファームホールディングス",[2773,25098,14167],{},[2758,25100,25101,25103,25105,25108,25111],{},[2773,25102,23473],{},[2773,25104,15053],{},[2773,25106,25107],{},"3661",[2773,25109,25110],{},"エムアップホールディングス",[2773,25112,13976],{},[2758,25114,25115,25117,25119,25122,25125],{},[2773,25116,23473],{},[2773,25118,15053],{},[2773,25120,25121],{},"3664",[2773,25123,25124],{},"ＷＩＺＥ",[2773,25126,13965],{},[2758,25128,25129,25131,25133,25136,25139],{},[2773,25130,23473],{},[2773,25132,15053],{},[2773,25134,25135],{},"366A",[2773,25137,25138],{},"ウェルネス・コミュニケーションズ",[2773,25140,13976],{},[2758,25142,25143,25145,25147,25150,25153],{},[2773,25144,23473],{},[2773,25146,15053],{},[2773,25148,25149],{},"3691",[2773,25151,25152],{},"デジタルプラス",[2773,25154,14110],{},[2758,25156,25157,25159,25161,25164,25167],{},[2773,25158,23473],{},[2773,25160,15053],{},[2773,25162,25163],{},"3758",[2773,25165,25166],{},"アエリア",[2773,25168,13965],{},[2758,25170,25171,25173,25175,25178,25181],{},[2773,25172,23473],{},[2773,25174,15053],{},[2773,25176,25177],{},"3777",[2773,25179,25180],{},"環境フレンドリーホールディングス",[2773,25182,13965],{},[2758,25184,25185,25187,25189,25192,25195],{},[2773,25186,23473],{},[2773,25188,15053],{},[2773,25190,25191],{},"378A",[2773,25193,25194],{},"ヒット",[2773,25196,14167],{},[2758,25198,25199,25201,25203,25206,25209],{},[2773,25200,23473],{},[2773,25202,15053],{},[2773,25204,25205],{},"3844",[2773,25207,25208],{},"コムチュア",[2773,25210,13976],{},[2758,25212,25213,25215,25217,25220,25223],{},[2773,25214,23473],{},[2773,25216,15053],{},[2773,25218,25219],{},"3900",[2773,25221,25222],{},"クラウドワークス",[2773,25224,14110],{},[2758,25226,25227,25229,25231,25234,25237],{},[2773,25228,23473],{},[2773,25230,15053],{},[2773,25232,25233],{},"3904",[2773,25235,25236],{},"カヤック",[2773,25238,13965],{},[2758,25240,25241,25243,25245,25248,25251],{},[2773,25242,23473],{},[2773,25244,15053],{},[2773,25246,25247],{},"3905",[2773,25249,25250],{},"データセクション",[2773,25252,13976],{},[2758,25254,25255,25257,25259,25262,25265],{},[2773,25256,23473],{},[2773,25258,15053],{},[2773,25260,25261],{},"3923",[2773,25263,25264],{},"ラクス",[2773,25266,13976],{},[2758,25268,25269,25271,25273,25276,25279],{},[2773,25270,23473],{},[2773,25272,15053],{},[2773,25274,25275],{},"3929",[2773,25277,25278],{},"ソーシャルワイヤー",[2773,25280,13976],{},[2758,25282,25283,25285,25287,25290,25293],{},[2773,25284,23473],{},[2773,25286,15053],{},[2773,25288,25289],{},"3963",[2773,25291,25292],{},"シンクロ・フード",[2773,25294,13976],{},[2758,25296,25297,25299,25301,25304,25307],{},[2773,25298,23473],{},[2773,25300,15053],{},[2773,25302,25303],{},"3970",[2773,25305,25306],{},"イノベーション",[2773,25308,13976],{},[2758,25310,25311,25313,25315,25318,25321],{},[2773,25312,23473],{},[2773,25314,15053],{},[2773,25316,25317],{},"3981",[2773,25319,25320],{},"ビーグリー",[2773,25322,13965],{},[2758,25324,25325,25327,25329,25332,25335],{},[2773,25326,23473],{},[2773,25328,15053],{},[2773,25330,25331],{},"3983",[2773,25333,25334],{},"オロ",[2773,25336,13965],{},[2758,25338,25339,25341,25343,25346,25349],{},[2773,25340,23473],{},[2773,25342,15053],{},[2773,25344,25345],{},"3989",[2773,25347,25348],{},"シェアリングテクノロジー",[2773,25350,14110],{},[2758,25352,25353,25355,25357,25360,25363],{},[2773,25354,23473],{},[2773,25356,15053],{},[2773,25358,25359],{},"4011",[2773,25361,25362],{},"ヘッドウォータース",[2773,25364,13965],{},[2758,25366,25367,25369,25371,25374,25377],{},[2773,25368,23473],{},[2773,25370,15053],{},[2773,25372,25373],{},"4052",[2773,25375,25376],{},"フィーチャ",[2773,25378,14167],{},[2758,25380,25381,25383,25385,25388,25391],{},[2773,25382,23473],{},[2773,25384,15053],{},[2773,25386,25387],{},"4053",[2773,25389,25390],{},"Ｓｕｎ　Ａｓｔｅｒｉｓｋ",[2773,25392,13965],{},[2758,25394,25395,25397,25399,25402,25405],{},[2773,25396,23473],{},[2773,25398,15053],{},[2773,25400,25401],{},"4073",[2773,25403,25404],{},"ジィ・シィ企画",[2773,25406,14167],{},[2758,25408,25409,25411,25413,25416,25419],{},[2773,25410,23473],{},[2773,25412,15053],{},[2773,25414,25415],{},"4170",[2773,25417,25418],{},"Ｋａｉｚｅｎ　Ｐｌａｔｆｏｒｍ",[2773,25420,13965],{},[2758,25422,25423,25425,25427,25430,25433],{},[2773,25424,23473],{},[2773,25426,15053],{},[2773,25428,25429],{},"4178",[2773,25431,25432],{},"Ｓｈａｒｉｎｇ　Ｉｎｎｏｖａｔｉｏｎｓ",[2773,25434,13965],{},[2758,25436,25437,25439,25441,25444,25447],{},[2773,25438,23473],{},[2773,25440,15053],{},[2773,25442,25443],{},"4179",[2773,25445,25446],{},"ジーネクスト",[2773,25448,13976],{},[2758,25450,25451,25453,25455,25458,25461],{},[2773,25452,23473],{},[2773,25454,15053],{},[2773,25456,25457],{},"4235",[2773,25459,25460],{},"ウルトラファブリックス・ホールディングス",[2773,25462,13965],{},[2758,25464,25465,25467,25469,25472,25475],{},[2773,25466,23473],{},[2773,25468,15053],{},[2773,25470,25471],{},"4256",[2773,25473,25474],{},"サインド",[2773,25476,13976],{},[2758,25478,25479,25481,25483,25486,25489],{},[2773,25480,23473],{},[2773,25482,15053],{},[2773,25484,25485],{},"4260",[2773,25487,25488],{},"ハイブリッドテクノロジーズ",[2773,25490,14110],{},[2758,25492,25493,25495,25497,25500,25503],{},[2773,25494,23473],{},[2773,25496,15053],{},[2773,25498,25499],{},"4261",[2773,25501,25502],{},"アジアクエスト",[2773,25504,13965],{},[2758,25506,25507,25509,25511,25514,25517],{},[2773,25508,23473],{},[2773,25510,15053],{},[2773,25512,25513],{},"4288",[2773,25515,25516],{},"アズジェント",[2773,25518,13976],{},[2758,25520,25521,25523,25525,25528,25531],{},[2773,25522,23473],{},[2773,25524,15053],{},[2773,25526,25527],{},"4316",[2773,25529,25530],{},"ビーマップ",[2773,25532,13976],{},[2758,25534,25535,25537,25539,25542,25545],{},[2773,25536,23473],{},[2773,25538,15053],{},[2773,25540,25541],{},"4418",[2773,25543,25544],{},"ＪＤＳＣ",[2773,25546,14167],{},[2758,25548,25549,25551,25553,25556,25559],{},[2773,25550,23473],{},[2773,25552,15053],{},[2773,25554,25555],{},"4421",[2773,25557,25558],{},"ディ・アイ・システム",[2773,25560,14110],{},[2758,25562,25563,25565,25567,25570,25573],{},[2773,25564,23473],{},[2773,25566,15053],{},[2773,25568,25569],{},"4428",[2773,25571,25572],{},"シノプス",[2773,25574,13965],{},[2758,25576,25577,25579,25581,25584,25587],{},[2773,25578,23473],{},[2773,25580,15053],{},[2773,25582,25583],{},"4436",[2773,25585,25586],{},"ミンカブ・ジ・インフォノイド",[2773,25588,13976],{},[2758,25590,25591,25593,25595,25598,25601],{},[2773,25592,23473],{},[2773,25594,15053],{},[2773,25596,25597],{},"4448",[2773,25599,25600],{},"ｋｕｂｅｌｌ",[2773,25602,13965],{},[2758,25604,25605,25607,25609,25612,25615],{},[2773,25606,23473],{},[2773,25608,15053],{},[2773,25610,25611],{},"4450",[2773,25613,25614],{},"パワーソリューションズ",[2773,25616,13965],{},[2758,25618,25619,25621,25623,25626,25629],{},[2773,25620,23473],{},[2773,25622,15053],{},[2773,25624,25625],{},"4476",[2773,25627,25628],{},"ＡＩ　ＣＲＯＳＳ",[2773,25630,13965],{},[2758,25632,25633,25635,25637,25640,25643],{},[2773,25634,23473],{},[2773,25636,15053],{},[2773,25638,25639],{},"4481",[2773,25641,25642],{},"ベース",[2773,25644,13965],{},[2758,25646,25647,25649,25651,25654,25657],{},[2773,25648,23473],{},[2773,25650,15053],{},[2773,25652,25653],{},"4484",[2773,25655,25656],{},"ランサーズ",[2773,25658,13976],{},[2758,25660,25661,25663,25665,25668,25671],{},[2773,25662,23473],{},[2773,25664,15053],{},[2773,25666,25667],{},"4487",[2773,25669,25670],{},"スペースマーケット",[2773,25672,13965],{},[2758,25674,25675,25677,25679,25682,25685],{},[2773,25676,23473],{},[2773,25678,15053],{},[2773,25680,25681],{},"4499",[2773,25683,25684],{},"Ｓｐｅｅｅ",[2773,25686,14110],{},[2758,25688,25689,25691,25693,25696,25699],{},[2773,25690,23473],{},[2773,25692,15053],{},[2773,25694,25695],{},"4563",[2773,25697,25698],{},"アンジェス",[2773,25700,13965],{},[2758,25702,25703,25705,25707,25710,25713],{},[2773,25704,23473],{},[2773,25706,15053],{},[2773,25708,25709],{},"4579",[2773,25711,25712],{},"ラクオリア創薬",[2773,25714,13965],{},[2758,25716,25717,25719,25721,25724,25727],{},[2773,25718,23473],{},[2773,25720,15053],{},[2773,25722,25723],{},"4594",[2773,25725,25726],{},"ブライトパス・バイオ",[2773,25728,13976],{},[2758,25730,25731,25733,25735,25738,25741],{},[2773,25732,23473],{},[2773,25734,15053],{},[2773,25736,25737],{},"4596",[2773,25739,25740],{},"窪田製薬ホールディングス",[2773,25742,13965],{},[2758,25744,25745,25747,25749,25752,25755],{},[2773,25746,23473],{},[2773,25748,15053],{},[2773,25750,25751],{},"4650",[2773,25753,25754],{},"ＳＤエンターテイメント",[2773,25756,13976],{},[2758,25758,25759,25761,25763,25766,25769],{},[2773,25760,23473],{},[2773,25762,15053],{},[2773,25764,25765],{},"4691",[2773,25767,25768],{},"ワシントンホテル",[2773,25770,13976],{},[2758,25772,25773,25775,25777,25780,25783],{},[2773,25774,23473],{},[2773,25776,15053],{},[2773,25778,25779],{},"4777",[2773,25781,25782],{},"ガーラ",[2773,25784,13965],{},[2758,25786,25787,25789,25791,25794,25797],{},[2773,25788,23473],{},[2773,25790,15053],{},[2773,25792,25793],{},"4811",[2773,25795,25796],{},"ドリーム・アーツ",[2773,25798,13965],{},[2758,25800,25801,25803,25805,25808,25811],{},[2773,25802,23473],{},[2773,25804,15053],{},[2773,25806,25807],{},"4814",[2773,25809,25810],{},"ネクストウェア",[2773,25812,13976],{},[2758,25814,25815,25817,25819,25822,25825],{},[2773,25816,23473],{},[2773,25818,15053],{},[2773,25820,25821],{},"4845",[2773,25823,25824],{},"スカラ",[2773,25826,14167],{},[2758,25828,25829,25831,25833,25836,25839],{},[2773,25830,23473],{},[2773,25832,15053],{},[2773,25834,25835],{},"4881",[2773,25837,25838],{},"ファンペップ",[2773,25840,13965],{},[2758,25842,25843,25845,25847,25850,25853],{},[2773,25844,23473],{},[2773,25846,15053],{},[2773,25848,25849],{},"4889",[2773,25851,25852],{},"レナサイエンス",[2773,25854,13976],{},[2758,25856,25857,25859,25861,25864,25867],{},[2773,25858,23473],{},[2773,25860,15053],{},[2773,25862,25863],{},"4892",[2773,25865,25866],{},"サイフューズ",[2773,25868,13965],{},[2758,25870,25871,25873,25875,25878,25881],{},[2773,25872,23473],{},[2773,25874,15053],{},[2773,25876,25877],{},"4932",[2773,25879,25880],{},"アルマード",[2773,25882,13976],{},[2758,25884,25885,25887,25889,25892,25895],{},[2773,25886,23473],{},[2773,25888,15053],{},[2773,25890,25891],{},"5010",[2773,25893,25894],{},"日本精蝋",[2773,25896,13965],{},[2758,25898,25899,25901,25903,25906,25909],{},[2773,25900,23473],{},[2773,25902,15053],{},[2773,25904,25905],{},"5027",[2773,25907,25908],{},"ＡｎｙＭｉｎｄ　Ｇｒｏｕｐ",[2773,25910,13965],{},[2758,25912,25913,25915,25917,25920,25923],{},[2773,25914,23473],{},[2773,25916,15053],{},[2773,25918,25919],{},"5033",[2773,25921,25922],{},"ヌーラボ",[2773,25924,13976],{},[2758,25926,25927,25929,25931,25934,25937],{},[2773,25928,23473],{},[2773,25930,15053],{},[2773,25932,25933],{},"5133",[2773,25935,25936],{},"テリロジーホールディングス",[2773,25938,13976],{},[2758,25940,25941,25943,25945,25948,25951],{},[2773,25942,23473],{},[2773,25944,15053],{},[2773,25946,25947],{},"5242",[2773,25949,25950],{},"アイズ",[2773,25952,13965],{},[2758,25954,25955,25957,25959,25962,25965],{},[2773,25956,23473],{},[2773,25958,15053],{},[2773,25960,25961],{},"5258",[2773,25963,25964],{},"トランザクション・メディア・ネットワークス",[2773,25966,13976],{},[2758,25968,25969,25971,25973,25976,25979],{},[2773,25970,23473],{},[2773,25972,15053],{},[2773,25974,25975],{},"5587",[2773,25977,25978],{},"インバウンドプラットフォーム",[2773,25980,14110],{},[2758,25982,25983,25985,25987,25990,25993],{},[2773,25984,23473],{},[2773,25986,15053],{},[2773,25988,25989],{},"5591",[2773,25991,25992],{},"ＡＶＩＬＥＮ",[2773,25994,13965],{},[2758,25996,25997,25999,26001,26004,26007],{},[2773,25998,23473],{},[2773,26000,15053],{},[2773,26002,26003],{},"5621",[2773,26005,26006],{},"ヒューマンテクノロジーズ",[2773,26008,13976],{},[2758,26010,26011,26013,26015,26018,26021],{},[2773,26012,23473],{},[2773,26014,15053],{},[2773,26016,26017],{},"5707",[2773,26019,26020],{},"東邦亜鉛",[2773,26022,13976],{},[2758,26024,26025,26027,26029,26032,26035],{},[2773,26026,23473],{},[2773,26028,15053],{},[2773,26030,26031],{},"6038",[2773,26033,26034],{},"イード",[2773,26036,14167],{},[2758,26038,26039,26041,26043,26046,26049],{},[2773,26040,23473],{},[2773,26042,15053],{},[2773,26044,26045],{},"6039",[2773,26047,26048],{},"日本動物高度医療センター",[2773,26050,13976],{},[2758,26052,26053,26055,26057,26060,26063],{},[2773,26054,23473],{},[2773,26056,15053],{},[2773,26058,26059],{},"6045",[2773,26061,26062],{},"レントラックス",[2773,26064,13976],{},[2758,26066,26067,26069,26071,26074,26077],{},[2773,26068,23473],{},[2773,26070,15053],{},[2773,26072,26073],{},"6046",[2773,26075,26076],{},"リンクバル",[2773,26078,14110],{},[2758,26080,26081,26083,26085,26088,26091],{},[2773,26082,23473],{},[2773,26084,15053],{},[2773,26086,26087],{},"6061",[2773,26089,26090],{},"ユニバーサル園芸社",[2773,26092,14167],{},[2758,26094,26095,26097,26099,26102,26105],{},[2773,26096,23473],{},[2773,26098,15053],{},[2773,26100,26101],{},"6069",[2773,26103,26104],{},"トレンダーズ",[2773,26106,13976],{},[2758,26108,26109,26111,26113,26116,26119],{},[2773,26110,23473],{},[2773,26112,15053],{},[2773,26114,26115],{},"6070",[2773,26117,26118],{},"キャリアリンク",[2773,26120,13976],{},[2758,26122,26123,26125,26127,26130,26133],{},[2773,26124,23473],{},[2773,26126,15053],{},[2773,26128,26129],{},"6071",[2773,26131,26132],{},"ＩＢＪ",[2773,26134,13965],{},[2758,26136,26137,26139,26141,26144,26147],{},[2773,26138,23473],{},[2773,26140,15053],{},[2773,26142,26143],{},"6082",[2773,26145,26146],{},"ライドオンエクスプレスホールディングス",[2773,26148,13976],{},[2758,26150,26151,26153,26155,26158,26161],{},[2773,26152,23473],{},[2773,26154,15053],{},[2773,26156,26157],{},"6176",[2773,26159,26160],{},"ブランジスタ",[2773,26162,14110],{},[2758,26164,26165,26167,26169,26172,26175],{},[2773,26166,23473],{},[2773,26168,15053],{},[2773,26170,26171],{},"6191",[2773,26173,26174],{},"エアトリ",[2773,26176,14110],{},[2758,26178,26179,26181,26183,26186,26189],{},[2773,26180,23473],{},[2773,26182,15053],{},[2773,26184,26185],{},"6232",[2773,26187,26188],{},"ＡＣＳＬ",[2773,26190,13965],{},[2758,26192,26193,26195,26197,26200,26203],{},[2773,26194,23473],{},[2773,26196,15053],{},[2773,26198,26199],{},"6361",[2773,26201,26202],{},"荏原製作所",[2773,26204,13965],{},[2758,26206,26207,26209,26211,26214,26217],{},[2773,26208,23473],{},[2773,26210,15053],{},[2773,26212,26213],{},"6533",[2773,26215,26216],{},"Ｏｒｃｈｅｓｔｒａ　Ｈｏｌｄｉｎｇｓ",[2773,26218,13965],{},[2758,26220,26221,26223,26225,26228,26231],{},[2773,26222,23473],{},[2773,26224,15053],{},[2773,26226,26227],{},"6538",[2773,26229,26230],{},"ディスラプターズ",[2773,26232,13976],{},[2758,26234,26235,26237,26239,26242,26245],{},[2773,26236,23473],{},[2773,26238,15053],{},[2773,26240,26241],{},"6562",[2773,26243,26244],{},"ジーニー",[2773,26246,13976],{},[2758,26248,26249,26251,26253,26256,26259],{},[2773,26250,23473],{},[2773,26252,15053],{},[2773,26254,26255],{},"6597",[2773,26257,26258],{},"ＨＰＣシステムズ",[2773,26260,14167],{},[2758,26262,26263,26265,26267,26270,26273],{},[2773,26264,23473],{},[2773,26266,15053],{},[2773,26268,26269],{},"6627",[2773,26271,26272],{},"テラプローブ",[2773,26274,13965],{},[2758,26276,26277,26279,26281,26284,26287],{},[2773,26278,23473],{},[2773,26280,15053],{},[2773,26282,26283],{},"6728",[2773,26285,26286],{},"アルバック",[2773,26288,14167],{},[2758,26290,26291,26293,26295,26298,26301],{},[2773,26292,23473],{},[2773,26294,15053],{},[2773,26296,26297],{},"6820",[2773,26299,26300],{},"アイコム",[2773,26302,13976],{},[2758,26304,26305,26307,26309,26312,26315],{},[2773,26306,23473],{},[2773,26308,15053],{},[2773,26310,26311],{},"6835",[2773,26313,26314],{},"アライドテレシスホールディングス",[2773,26316,13965],{},[2758,26318,26319,26321,26323,26326,26329],{},[2773,26320,23473],{},[2773,26322,15053],{},[2773,26324,26325],{},"6890",[2773,26327,26328],{},"フェローテック",[2773,26330,13976],{},[2758,26332,26333,26335,26337,26340,26343],{},[2773,26334,23473],{},[2773,26336,15053],{},[2773,26338,26339],{},"6951",[2773,26341,26342],{},"日本電子",[2773,26344,13976],{},[2758,26346,26347,26349,26351,26354,26357],{},[2773,26348,23473],{},[2773,26350,15053],{},[2773,26352,26353],{},"7031",[2773,26355,26356],{},"インバウンドテック",[2773,26358,13976],{},[2758,26360,26361,26363,26365,26368,26371],{},[2773,26362,23473],{},[2773,26364,15053],{},[2773,26366,26367],{},"7033",[2773,26369,26370],{},"マネジメントソリューションズ",[2773,26372,13965],{},[2758,26374,26375,26377,26379,26382,26385],{},[2773,26376,23473],{},[2773,26378,15053],{},[2773,26380,26381],{},"7038",[2773,26383,26384],{},"フロンティア・マネジメント",[2773,26386,13965],{},[2758,26388,26389,26391,26393,26396,26399],{},[2773,26390,23473],{},[2773,26392,15053],{},[2773,26394,26395],{},"7044",[2773,26397,26398],{},"ピアラ",[2773,26400,13965],{},[2758,26402,26403,26405,26407,26410,26413],{},[2773,26404,23473],{},[2773,26406,15053],{},[2773,26408,26409],{},"7061",[2773,26411,26412],{},"日本ホスピスホールディングス",[2773,26414,13965],{},[2758,26416,26417,26419,26421,26424,26427],{},[2773,26418,23473],{},[2773,26420,15053],{},[2773,26422,26423],{},"7062",[2773,26425,26426],{},"フレアス",[2773,26428,13976],{},[2758,26430,26431,26433,26435,26438,26441],{},[2773,26432,23473],{},[2773,26434,15053],{},[2773,26436,26437],{},"7066",[2773,26439,26440],{},"ピアズ",[2773,26442,14110],{},[2758,26444,26445,26447,26449,26452,26455],{},[2773,26446,23473],{},[2773,26448,15053],{},[2773,26450,26451],{},"7072",[2773,26453,26454],{},"インティメート・マージャー",[2773,26456,14110],{},[2758,26458,26459,26461,26463,26466,26469],{},[2773,26460,23473],{},[2773,26462,15053],{},[2773,26464,26465],{},"7084",[2773,26467,26468],{},"Ｓｍｉｌｅ　Ｈｏｌｄｉｎｇｓ",[2773,26470,13976],{},[2758,26472,26473,26475,26477,26480,26483],{},[2773,26474,23473],{},[2773,26476,15053],{},[2773,26478,26479],{},"7091",[2773,26481,26482],{},"リビングプラットフォーム",[2773,26484,13976],{},[2758,26486,26487,26489,26491,26494,26497],{},[2773,26488,23473],{},[2773,26490,15053],{},[2773,26492,26493],{},"7273",[2773,26495,26496],{},"イクヨ",[2773,26498,13976],{},[2758,26500,26501,26503,26505,26508,26511],{},[2773,26502,23473],{},[2773,26504,15053],{},[2773,26506,26507],{},"7325",[2773,26509,26510],{},"アイリックコーポレーション",[2773,26512,14167],{},[2758,26514,26515,26517,26519,26522,26525],{},[2773,26516,23473],{},[2773,26518,15053],{},[2773,26520,26521],{},"7353",[2773,26523,26524],{},"ＫＩＹＯラーニング",[2773,26526,13965],{},[2758,26528,26529,26531,26533,26536,26539],{},[2773,26530,23473],{},[2773,26532,15053],{},[2773,26534,26535],{},"7354",[2773,26537,26538],{},"ダイレクトマーケティングミックス",[2773,26540,13965],{},[2758,26542,26543,26545,26547,26550,26553],{},[2773,26544,23473],{},[2773,26546,15053],{},[2773,26548,26549],{},"7375",[2773,26551,26552],{},"リファインバースグループ",[2773,26554,14167],{},[2758,26556,26557,26559,26561,26564,26567],{},[2773,26558,23473],{},[2773,26560,15053],{},[2773,26562,26563],{},"7383",[2773,26565,26566],{},"ネットプロテクションズホールディングス",[2773,26568,13976],{},[2758,26570,26571,26573,26575,26578,26581],{},[2773,26572,23473],{},[2773,26574,15053],{},[2773,26576,26577],{},"7571",[2773,26579,26580],{},"ヤマノホールディングス",[2773,26582,13976],{},[2758,26584,26585,26587,26589,26592,26595],{},[2773,26586,23473],{},[2773,26588,15053],{},[2773,26590,26591],{},"7596",[2773,26593,26594],{},"魚力",[2773,26596,13976],{},[2758,26598,26599,26601,26603,26606,26609],{},[2773,26600,23473],{},[2773,26602,15053],{},[2773,26604,26605],{},"7638",[2773,26607,26608],{},"ＮＥＷ　ＡＲＴ　ＨＯＬＤＩＮＧＳ",[2773,26610,13976],{},[2758,26612,26613,26615,26617,26620,26623],{},[2773,26614,23473],{},[2773,26616,15053],{},[2773,26618,26619],{},"7685",[2773,26621,26622],{},"ＢｕｙＳｅｌｌ　Ｔｅｃｈｎｏｌｏｇｉｅｓ",[2773,26624,13965],{},[2758,26626,26627,26629,26631,26634,26637],{},[2773,26628,23473],{},[2773,26630,15053],{},[2773,26632,26633],{},"7686",[2773,26635,26636],{},"ひとまいる",[2773,26638,13976],{},[2758,26640,26641,26643,26645,26648,26651],{},[2773,26642,23473],{},[2773,26644,15053],{},[2773,26646,26647],{},"7694",[2773,26649,26650],{},"いつも",[2773,26652,13976],{},[2758,26654,26655,26657,26659,26662,26665],{},[2773,26656,23473],{},[2773,26658,15053],{},[2773,26660,26661],{},"7744",[2773,26663,26664],{},"ノーリツ鋼機",[2773,26666,13965],{},[2758,26668,26669,26671,26673,26676,26679],{},[2773,26670,23473],{},[2773,26672,15053],{},[2773,26674,26675],{},"7747",[2773,26677,26678],{},"朝日インテック",[2773,26680,14167],{},[2758,26682,26683,26685,26687,26690,26693],{},[2773,26684,23473],{},[2773,26686,15053],{},[2773,26688,26689],{},"7762",[2773,26691,26692],{},"シチズン時計",[2773,26694,13976],{},[2758,26696,26697,26699,26701,26704,26707],{},[2773,26698,23473],{},[2773,26700,15053],{},[2773,26702,26703],{},"7809",[2773,26705,26706],{},"壽屋",[2773,26708,14167],{},[2758,26710,26711,26713,26715,26718,26721],{},[2773,26712,23473],{},[2773,26714,15053],{},[2773,26716,26717],{},"7836",[2773,26719,26720],{},"アビックス",[2773,26722,13976],{},[2758,26724,26725,26727,26729,26732,26735],{},[2773,26726,23473],{},[2773,26728,15053],{},[2773,26730,26731],{},"8041",[2773,26733,26734],{},"ＯＵＧホールディングス",[2773,26736,13976],{},[2758,26738,26739,26741,26743,26746,26749],{},[2773,26740,23473],{},[2773,26742,15053],{},[2773,26744,26745],{},"8070",[2773,26747,26748],{},"東京産業",[2773,26750,13976],{},[2758,26752,26753,26755,26757,26760,26763],{},[2773,26754,23473],{},[2773,26756,15053],{},[2773,26758,26759],{},"8630",[2773,26761,26762],{},"ＳＯＭＰＯホールディングス",[2773,26764,13976],{},[2758,26766,26767,26769,26771,26774,26777],{},[2773,26768,23473],{},[2773,26770,15053],{},[2773,26772,26773],{},"8746",[2773,26775,26776],{},"ｕｎｂａｎｋｅｄ",[2773,26778,13976],{},[2758,26780,26781,26783,26785,26788,26791],{},[2773,26782,23473],{},[2773,26784,15053],{},[2773,26786,26787],{},"8769",[2773,26789,26790],{},"アドバンテッジリスクマネジメント",[2773,26792,13976],{},[2758,26794,26795,26797,26799,26802,26805],{},[2773,26796,23473],{},[2773,26798,15053],{},[2773,26800,26801],{},"8798",[2773,26803,26804],{},"アドバンスクリエイト",[2773,26806,14110],{},[2758,26808,26809,26811,26813,26815,26817],{},[2773,26810,23473],{},[2773,26812,15053],{},[2773,26814,26801],{},[2773,26816,26804],{},[2773,26818,13965],{},[2758,26820,26821,26823,26825,26828,26831],{},[2773,26822,23473],{},[2773,26824,15053],{},[2773,26826,26827],{},"8836",[2773,26829,26830],{},"ＲＩＳＥ",[2773,26832,13976],{},[2758,26834,26835,26837,26839,26842,26845],{},[2773,26836,23473],{},[2773,26838,15053],{},[2773,26840,26841],{},"9159",[2773,26843,26844],{},"Ｗ　ＴＯＫＹＯ",[2773,26846,14167],{},[2758,26848,26849,26851,26853,26856,26859],{},[2773,26850,23473],{},[2773,26852,15053],{},[2773,26854,26855],{},"9160",[2773,26857,26858],{},"オンザページ",[2773,26860,13965],{},[2758,26862,26863,26865,26867,26870,26873],{},[2773,26864,23473],{},[2773,26866,15053],{},[2773,26868,26869],{},"9218",[2773,26871,26872],{},"メンタルヘルステクノロジーズ",[2773,26874,13965],{},[2758,26876,26877,26879,26881,26884,26887],{},[2773,26878,23473],{},[2773,26880,15053],{},[2773,26882,26883],{},"9219",[2773,26885,26886],{},"ギックス",[2773,26888,14167],{},[2758,26890,26891,26893,26895,26898,26901],{},[2773,26892,23473],{},[2773,26894,15053],{},[2773,26896,26897],{},"9327",[2773,26899,26900],{},"イー・ロジット",[2773,26902,13976],{},[2758,26904,26905,26907,26909,26912,26915],{},[2773,26906,23473],{},[2773,26908,15053],{},[2773,26910,26911],{},"9345",[2773,26913,26914],{},"ビズメイツ",[2773,26916,13965],{},[2758,26918,26919,26921,26923,26926,26929],{},[2773,26920,23473],{},[2773,26922,15053],{},[2773,26924,26925],{},"9417",[2773,26927,26928],{},"スマートバリュー",[2773,26930,14167],{},[2758,26932,26933,26935,26937,26940,26943],{},[2773,26934,23473],{},[2773,26936,15053],{},[2773,26938,26939],{},"9467",[2773,26941,26942],{},"アルファポリス",[2773,26944,13976],{},[2758,26946,26947,26949,26951,26954,26957],{},[2773,26948,23473],{},[2773,26950,15053],{},[2773,26952,26953],{},"9552",[2773,26955,26956],{},"クオンツ総研ホールディングス",[2773,26958,14110],{},[2758,26960,26961,26963,26965,26968,26971],{},[2773,26962,23473],{},[2773,26964,15053],{},[2773,26966,26967],{},"9553",[2773,26969,26970],{},"マイクロアド",[2773,26972,14110],{},[2758,26974,26975,26977,26979,26982,26985],{},[2773,26976,23473],{},[2773,26978,15053],{},[2773,26980,26981],{},"9554",[2773,26983,26984],{},"ＡＶｉＣ",[2773,26986,14110],{},[2758,26988,26989,26991,26993,26996,26999],{},[2773,26990,23473],{},[2773,26992,15053],{},[2773,26994,26995],{},"9557",[2773,26997,26998],{},"エアークローゼット",[2773,27000,14167],{},[2758,27002,27003,27005,27007,27010,27013],{},[2773,27004,23473],{},[2773,27006,15053],{},[2773,27008,27009],{},"9561",[2773,27011,27012],{},"グラッドキューブ",[2773,27014,13965],{},[2758,27016,27017,27019,27021,27024,27027],{},[2773,27018,23473],{},[2773,27020,15053],{},[2773,27022,27023],{},"9563",[2773,27025,27026],{},"Ａｔｌａｓ　Ｔｅｃｈｎｏｌｏｇｉｅｓ",[2773,27028,13965],{},[2758,27030,27031,27033,27035,27038,27041],{},[2773,27032,23473],{},[2773,27034,15053],{},[2773,27036,27037],{},"9610",[2773,27039,27040],{},"ウィルソン・ラーニング　ワールドワイド",[2773,27042,13976],{},[2758,27044,27045,27047,27049,27052,27055],{},[2773,27046,23473],{},[2773,27048,15053],{},[2773,27050,27051],{},"9887",[2773,27053,27054],{},"松屋フーズホールディングス",[2773,27056,13976],{},[2758,27058,27059,27061,27063,27066,27069],{},[2773,27060,23473],{},[2773,27062,15053],{},[2773,27064,27065],{},"9989",[2773,27067,27068],{},"サンドラッグ",[2773,27070,13976],{},[2758,27072,27073,27075,27077,27080,27083],{},[2773,27074,23473],{},[2773,27076,16678],{},[2773,27078,27079],{},"3769",[2773,27081,27082],{},"ＧＭＯペイメントゲートウェイ",[2773,27084,14110],{},[2758,27086,27087,27089,27091,27094,27097],{},[2773,27088,23473],{},[2773,27090,16678],{},[2773,27092,27093],{},"4784",[2773,27095,27096],{},"ＧＭＯインターネット",[2773,27098,13965],{},[2758,27100,27101,27103,27105,27108,27111],{},[2773,27102,23473],{},[2773,27104,16678],{},[2773,27106,27107],{},"5038",[2773,27109,27110],{},"ｅＷｅＬＬ",[2773,27112,13965],{},[2758,27114,27115,27117,27119,27122,27125],{},[2773,27116,23473],{},[2773,27118,16678],{},[2773,27120,27121],{},"7048",[2773,27123,27124],{},"ベルトラ",[2773,27126,13965],{},[2758,27128,27129,27131,27133,27136,27139],{},[2773,27130,23473],{},[2773,27132,16678],{},[2773,27134,27135],{},"7812",[2773,27137,27138],{},"クレステック",[2773,27140,14167],{},[2758,27142,27143,27145,27147,27150,27153],{},[2773,27144,23473],{},[2773,27146,16678],{},[2773,27148,27149],{},"9449",[2773,27151,27152],{},"ＧＭＯインターネットグループ",[2773,27154,13965],{},[2758,27156,27157,27159,27161,27164,27167],{},[2773,27158,23473],{},[2773,27160,16750],{},[2773,27162,27163],{},"8725",[2773,27165,27166],{},"ＭＳ＆ＡＤインシュアランスグループホールディングス",[2773,27168,13976],{},[2758,27170,27171,27173,27175,27178,27181],{},[2773,27172,23473],{},[2773,27174,16750],{},[2773,27176,27177],{},"9612",[2773,27179,27180],{},"ラックランド",[2773,27182,13965],{},[2758,27184,27185,27187,27189,27192,27195],{},[2773,27186,23473],{},[2773,27188,16780],{},[2773,27190,27191],{},"2708",[2773,27193,27194],{},"久世",[2773,27196,13976],{},[2758,27198,27199,27201,27203,27206,27209],{},[2773,27200,23473],{},[2773,27202,16780],{},[2773,27204,27205],{},"2762",[2773,27207,27208],{},"ＳＡＮＫＯ　ＭＡＲＫＥＴＩＮＧ　ＦＯＯＤＳ",[2773,27210,14167],{},[2758,27212,27213,27215,27217,27220,27223],{},[2773,27214,23473],{},[2773,27216,16780],{},[2773,27218,27219],{},"3135",[2773,27221,27222],{},"マーケットエンタープライズ",[2773,27224,14167],{},[2758,27226,27227,27229,27231,27234,27237],{},[2773,27228,23473],{},[2773,27230,16780],{},[2773,27232,27233],{},"4346",[2773,27235,27236],{},"ＮＥＸＹＺ．Ｇｒｏｕｐ",[2773,27238,14110],{},[2758,27240,27241,27243,27245,27248,27251],{},[2773,27242,23473],{},[2773,27244,16780],{},[2773,27246,27247],{},"6190",[2773,27249,27250],{},"フェニックスバイオ",[2773,27252,13976],{},[2758,27254,27255,27257,27259,27262,27265],{},[2773,27256,23473],{},[2773,27258,16780],{},[2773,27260,27261],{},"8938",[2773,27263,27264],{},"グローム・ホールディングス",[2773,27266,13976],{},[2758,27268,27269,27271,27273,27276,27279],{},[2773,27270,23473],{},[2773,27272,16893],{},[2773,27274,27275],{},"2330",[2773,27277,27278],{},"フォーサイド",[2773,27280,13965],{},[2758,27282,27283,27285,27287,27290,27293],{},[2773,27284,23473],{},[2773,27286,16893],{},[2773,27288,27289],{},"2498",[2773,27291,27292],{},"オリエンタルコンサルタンツホールディングス",[2773,27294,14110],{},[2758,27296,27297,27299,27301,27304,27307],{},[2773,27298,23473],{},[2773,27300,16893],{},[2773,27302,27303],{},"2652",[2773,27305,27306],{},"まんだらけ",[2773,27308,14110],{},[2758,27310,27311,27313,27315,27318,27321],{},[2773,27312,23473],{},[2773,27314,16893],{},[2773,27316,27317],{},"4324",[2773,27319,27320],{},"電通グループ",[2773,27322,13965],{},[2758,27324,27325,27327,27329,27332,27335],{},[2773,27326,23473],{},[2773,27328,16893],{},[2773,27330,27331],{},"9087",[2773,27333,27334],{},"タカセ",[2773,27336,13976],{},[2758,27338,27339,27341,27343,27346,27349],{},[2773,27340,23473],{},[2773,27342,16922],{},[2773,27344,27345],{},"1491",[2773,27347,27348],{},"中外鉱業",[2773,27350,13976],{},[2758,27352,27353,27355,27357,27360,27363],{},[2773,27354,23473],{},[2773,27356,16922],{},[2773,27358,27359],{},"160A",[2773,27361,27362],{},"アズパートナーズ",[2773,27364,13976],{},[2758,27366,27367,27369,27371,27374,27377],{},[2773,27368,23473],{},[2773,27370,16922],{},[2773,27372,27373],{},"1783",[2773,27375,27376],{},"ｆａｎｔａｓｉｓｔａ",[2773,27378,14110],{},[2758,27380,27381,27383,27385,27388,27391],{},[2773,27382,23473],{},[2773,27384,16922],{},[2773,27386,27387],{},"2134",[2773,27389,27390],{},"北浜キャピタルパートナーズ",[2773,27392,13976],{},[2758,27394,27395,27397,27399,27402,27405],{},[2773,27396,23473],{},[2773,27398,16922],{},[2773,27400,27401],{},"2158",[2773,27403,27404],{},"ＦＲＯＮＴＥＯ",[2773,27406,13976],{},[2758,27408,27409,27411,27413,27416,27419],{},[2773,27410,23473],{},[2773,27412,16922],{},[2773,27414,27415],{},"2160",[2773,27417,27418],{},"ジーエヌアイグループ",[2773,27420,13965],{},[2758,27422,27423,27425,27427,27430,27433],{},[2773,27424,23473],{},[2773,27426,16922],{},[2773,27428,27429],{},"2183",[2773,27431,27432],{},"リニカル",[2773,27434,13976],{},[2758,27436,27437,27439,27441,27444,27447],{},[2773,27438,23473],{},[2773,27440,16922],{},[2773,27442,27443],{},"2215",[2773,27445,27446],{},"第一屋製パン",[2773,27448,13965],{},[2758,27450,27451,27453,27455,27458,27461],{},[2773,27452,23473],{},[2773,27454,16922],{},[2773,27456,27457],{},"247A",[2773,27459,27460],{},"Ａｉロボティクス",[2773,27462,13976],{},[2758,27464,27465,27467,27469,27472,27475],{},[2773,27466,23473],{},[2773,27468,16922],{},[2773,27470,27471],{},"254A",[2773,27473,27474],{},"ＡＩフュージョンキャピタルグループ",[2773,27476,13976],{},[2758,27478,27479,27481,27483,27486,27489],{},[2773,27480,23473],{},[2773,27482,16922],{},[2773,27484,27485],{},"2597",[2773,27487,27488],{},"ユニカフェ",[2773,27490,13965],{},[2758,27492,27493,27495,27497,27500,27503],{},[2773,27494,23473],{},[2773,27496,16922],{},[2773,27498,27499],{},"2654",[2773,27501,27502],{},"アスモ",[2773,27504,13976],{},[2758,27506,27507,27509,27511,27514,27517],{},[2773,27508,23473],{},[2773,27510,16922],{},[2773,27512,27513],{},"2721",[2773,27515,27516],{},"ジェイホールディングス",[2773,27518,13965],{},[2758,27520,27521,27523,27525,27528,27531],{},[2773,27522,23473],{},[2773,27524,16922],{},[2773,27526,27527],{},"286A",[2773,27529,27530],{},"ユカリア",[2773,27532,13965],{},[2758,27534,27535,27537,27539,27542,27545],{},[2773,27536,23473],{},[2773,27538,16922],{},[2773,27540,27541],{},"3140",[2773,27543,27544],{},"ＢＲＵＮＯ",[2773,27546,14167],{},[2758,27548,27549,27551,27553,27556,27559],{},[2773,27550,23473],{},[2773,27552,16922],{},[2773,27554,27555],{},"3175",[2773,27557,27558],{},"エー・ピーホールディングス",[2773,27560,13976],{},[2758,27562,27563,27565,27567,27570,27573],{},[2773,27564,23473],{},[2773,27566,16922],{},[2773,27568,27569],{},"3667",[2773,27571,27572],{},"ｅｎｉｓｈ",[2773,27574,13965],{},[2758,27576,27577,27579,27581,27584,27587],{},[2773,27578,23473],{},[2773,27580,16922],{},[2773,27582,27583],{},"3674",[2773,27585,27586],{},"オークファン",[2773,27588,14110],{},[2758,27590,27591,27593,27595,27598,27601],{},[2773,27592,23473],{},[2773,27594,16922],{},[2773,27596,27597],{},"3726",[2773,27599,27600],{},"フォーシーズＨＤ",[2773,27602,14110],{},[2758,27604,27605,27607,27609,27612,27615],{},[2773,27606,23473],{},[2773,27608,16922],{},[2773,27610,27611],{},"3750",[2773,27613,27614],{},"ＡＤＲバイオメディカルホールディングス",[2773,27616,13976],{},[2758,27618,27619,27621,27623,27626,27629],{},[2773,27620,23473],{},[2773,27622,16922],{},[2773,27624,27625],{},"3763",[2773,27627,27628],{},"プロシップ",[2773,27630,13976],{},[2758,27632,27633,27635,27637,27640,27643],{},[2773,27634,23473],{},[2773,27636,16922],{},[2773,27638,27639],{},"3808",[2773,27641,27642],{},"オーケーウェブ",[2773,27644,14167],{},[2758,27646,27647,27649,27651,27654,27657],{},[2773,27648,23473],{},[2773,27650,16922],{},[2773,27652,27653],{},"3858",[2773,27655,27656],{},"ユビキタスＡＩ",[2773,27658,13976],{},[2758,27660,27661,27663,27665,27668,27671],{},[2773,27662,23473],{},[2773,27664,16922],{},[2773,27666,27667],{},"3909",[2773,27669,27670],{},"ショーケース",[2773,27672,13976],{},[2758,27674,27675,27677,27679,27682,27685],{},[2773,27676,23473],{},[2773,27678,16922],{},[2773,27680,27681],{},"3933",[2773,27683,27684],{},"チエル",[2773,27686,13976],{},[2758,27688,27689,27691,27693,27696,27699],{},[2773,27690,23473],{},[2773,27692,16922],{},[2773,27694,27695],{},"3936",[2773,27697,27698],{},"グローバルウェイ",[2773,27700,13976],{},[2758,27702,27703,27705,27707,27710,27713],{},[2773,27704,23473],{},[2773,27706,16922],{},[2773,27708,27709],{},"4019",[2773,27711,27712],{},"スタメン",[2773,27714,13965],{},[2758,27716,27717,27719,27721,27724,27727],{},[2773,27718,23473],{},[2773,27720,16922],{},[2773,27722,27723],{},"4059",[2773,27725,27726],{},"まぐまぐ",[2773,27728,14110],{},[2758,27730,27731,27733,27735,27738,27741],{},[2773,27732,23473],{},[2773,27734,16922],{},[2773,27736,27737],{},"4251",[2773,27739,27740],{},"恵和",[2773,27742,13965],{},[2758,27744,27745,27747,27749,27752,27755],{},[2773,27746,23473],{},[2773,27748,16922],{},[2773,27750,27751],{},"4371",[2773,27753,27754],{},"コアコンセプト・テクノロジー",[2773,27756,13965],{},[2758,27758,27759,27761,27763,27766,27769],{},[2773,27760,23473],{},[2773,27762,16922],{},[2773,27764,27765],{},"4376",[2773,27767,27768],{},"くふうカンパニーホールディングス",[2773,27770,14110],{},[2758,27772,27773,27775,27777,27780,27783],{},[2773,27774,23473],{},[2773,27776,16922],{},[2773,27778,27779],{},"4393",[2773,27781,27782],{},"バンク・オブ・イノベーション",[2773,27784,14110],{},[2758,27786,27787,27789,27791,27794,27797],{},[2773,27788,23473],{},[2773,27790,16922],{},[2773,27792,27793],{},"4444",[2773,27795,27796],{},"インフォネット",[2773,27798,13976],{},[2758,27800,27801,27803,27805,27808,27811],{},[2773,27802,23473],{},[2773,27804,16922],{},[2773,27806,27807],{},"4445",[2773,27809,27810],{},"リビン・テクノロジーズ",[2773,27812,14110],{},[2758,27814,27815,27817,27819,27822,27825],{},[2773,27816,23473],{},[2773,27818,16922],{},[2773,27820,27821],{},"4493",[2773,27823,27824],{},"サイバーセキュリティクラウド",[2773,27826,13965],{},[2758,27828,27829,27831,27833,27836,27839],{},[2773,27830,23473],{},[2773,27832,16922],{},[2773,27834,27835],{},"4496",[2773,27837,27838],{},"コマースＯｎｅホールディングス",[2773,27840,13976],{},[2758,27842,27843,27845,27847,27850,27853],{},[2773,27844,23473],{},[2773,27846,16922],{},[2773,27848,27849],{},"4657",[2773,27851,27852],{},"環境管理センター",[2773,27854,14167],{},[2758,27856,27857,27859,27861,27864,27867],{},[2773,27858,23473],{},[2773,27860,16922],{},[2773,27862,27863],{},"4766",[2773,27865,27866],{},"ピーエイ",[2773,27868,13965],{},[2758,27870,27871,27873,27875,27878,27881],{},[2773,27872,23473],{},[2773,27874,16922],{},[2773,27876,27877],{},"4833",[2773,27879,27880],{},"Ｄｅｆ　ｃｏｎｓｕｌｔｉｎｇ",[2773,27882,13976],{},[2758,27884,27885,27887,27889,27892,27895],{},[2773,27886,23473],{},[2773,27888,16922],{},[2773,27890,27891],{},"4925",[2773,27893,27894],{},"ハーバー研究所",[2773,27896,13976],{},[2758,27898,27899,27901,27903,27906,27909],{},[2773,27900,23473],{},[2773,27902,16922],{},[2773,27904,27905],{},"5240",[2773,27907,27908],{},"ｍｏｎｏＡＩ　ｔｅｃｈｎｏｌｏｇｙ",[2773,27910,13965],{},[2758,27912,27913,27915,27917,27920,27923],{},[2773,27914,23473],{},[2773,27916,16922],{},[2773,27918,27919],{},"5247",[2773,27921,27922],{},"ＢＴＭ",[2773,27924,13976],{},[2758,27926,27927,27929,27931,27934,27937],{},[2773,27928,23473],{},[2773,27930,16922],{},[2773,27932,27933],{},"5255",[2773,27935,27936],{},"モンスターラボ",[2773,27938,13965],{},[2758,27940,27941,27943,27945,27948,27951],{},[2773,27942,23473],{},[2773,27944,16922],{},[2773,27946,27947],{},"5721",[2773,27949,27950],{},"エスクリプトエナジー",[2773,27952,13976],{},[2758,27954,27955,27957,27959,27962,27965],{},[2773,27956,23473],{},[2773,27958,16922],{},[2773,27960,27961],{},"6036",[2773,27963,27964],{},"ＫｅｅＰｅｒ技研",[2773,27966,14167],{},[2758,27968,27969,27971,27973,27976,27979],{},[2773,27970,23473],{},[2773,27972,16922],{},[2773,27974,27975],{},"6081",[2773,27977,27978],{},"アライドアーキテクツ",[2773,27980,13965],{},[2758,27982,27983,27985,27987,27990,27993],{},[2773,27984,23473],{},[2773,27986,16922],{},[2773,27988,27989],{},"6092",[2773,27991,27992],{},"エンバイオ・ホールディングス",[2773,27994,13976],{},[2758,27996,27997,27999,28001,28004,28007],{},[2773,27998,23473],{},[2773,28000,16922],{},[2773,28002,28003],{},"6198",[2773,28005,28006],{},"キャリア",[2773,28008,14110],{},[2758,28010,28011,28013,28015,28018,28021],{},[2773,28012,23473],{},[2773,28014,16922],{},[2773,28016,28017],{},"6276",[2773,28019,28020],{},"シリウスビジョン",[2773,28022,13965],{},[2758,28024,28025,28027,28029,28032,28035],{},[2773,28026,23473],{},[2773,28028,16922],{},[2773,28030,28031],{},"6494",[2773,28033,28034],{},"ＮＦＫホールディングス",[2773,28036,13976],{},[2758,28038,28039,28041,28043,28046,28049],{},[2773,28040,23473],{},[2773,28042,16922],{},[2773,28044,28045],{},"6561",[2773,28047,28048],{},"ＨＡＮＡＴＯＵＲ　ＪＡＰＡＮ",[2773,28050,13965],{},[2758,28052,28053,28055,28057,28060,28063],{},[2773,28054,23473],{},[2773,28056,16922],{},[2773,28058,28059],{},"6573",[2773,28061,28062],{},"ＣＲＡＶＩＡ",[2773,28064,13965],{},[2758,28066,28067,28069,28071,28074,28077],{},[2773,28068,23473],{},[2773,28070,16922],{},[2773,28072,28073],{},"6731",[2773,28075,28076],{},"ピクセラ",[2773,28078,14110],{},[2758,28080,28081,28083,28085,28088,28091],{},[2773,28082,23473],{},[2773,28084,16922],{},[2773,28086,28087],{},"6819",[2773,28089,28090],{},"伊豆シャボテンリゾート",[2773,28092,13976],{},[2758,28094,28095,28097,28099,28102,28105],{},[2773,28096,23473],{},[2773,28098,16922],{},[2773,28100,28101],{},"7042",[2773,28103,28104],{},"アクセスグループ・ホールディングス",[2773,28106,13976],{},[2758,28108,28109,28111,28113,28116,28119],{},[2773,28110,23473],{},[2773,28112,16922],{},[2773,28114,28115],{},"7071",[2773,28117,28118],{},"アンビスホールディングス",[2773,28120,14110],{},[2758,28122,28123,28125,28127,28130,28133],{},[2773,28124,23473],{},[2773,28126,16922],{},[2773,28128,28129],{},"7082",[2773,28131,28132],{},"ジモティー",[2773,28134,13965],{},[2758,28136,28137,28139,28141,28144,28147],{},[2773,28138,23473],{},[2773,28140,16922],{},[2773,28142,28143],{},"7093",[2773,28145,28146],{},"アディッシュ",[2773,28148,13965],{},[2758,28150,28151,28153,28155,28158,28161],{},[2773,28152,23473],{},[2773,28154,16922],{},[2773,28156,28157],{},"7112",[2773,28159,28160],{},"キューブ",[2773,28162,13965],{},[2758,28164,28165,28167,28169,28172,28175],{},[2773,28166,23473],{},[2773,28168,16922],{},[2773,28170,28171],{},"7345",[2773,28173,28174],{},"アイ・パートナーズフィナンシャル",[2773,28176,13976],{},[2758,28178,28179,28181,28183,28186,28189],{},[2773,28180,23473],{},[2773,28182,16922],{},[2773,28184,28185],{},"7363",[2773,28187,28188],{},"ベビーカレンダー",[2773,28190,13965],{},[2758,28192,28193,28195,28197,28200,28203],{},[2773,28194,23473],{},[2773,28196,16922],{},[2773,28198,28199],{},"7695",[2773,28201,28202],{},"交換できるくん",[2773,28204,13976],{},[2758,28206,28207,28209,28211,28214,28217],{},[2773,28208,23473],{},[2773,28210,16922],{},[2773,28212,28213],{},"7707",[2773,28215,28216],{},"プレシジョン・システム・サイエンス",[2773,28218,14167],{},[2758,28220,28221,28223,28225,28228,28231],{},[2773,28222,23473],{},[2773,28224,16922],{},[2773,28226,28227],{},"7781",[2773,28229,28230],{},"平山ホールディングス",[2773,28232,14167],{},[2758,28234,28235,28237,28239,28242,28245],{},[2773,28236,23473],{},[2773,28238,16922],{},[2773,28240,28241],{},"7782",[2773,28243,28244],{},"シンシア",[2773,28246,13965],{},[2758,28248,28249,28251,28253,28256,28259],{},[2773,28250,23473],{},[2773,28252,16922],{},[2773,28254,28255],{},"8202",[2773,28257,28258],{},"ラオックスホールディングス",[2773,28260,13965],{},[2758,28262,28263,28265,28267,28270,28273],{},[2773,28264,23473],{},[2773,28266,16922],{},[2773,28268,28269],{},"9211",[2773,28271,28272],{},"エフ・コード",[2773,28274,13965],{},[2758,28276,28277,28279,28281,28284,28287],{},[2773,28278,23473],{},[2773,28280,16922],{},[2773,28282,28283],{},"9213",[2773,28285,28286],{},"セイファート",[2773,28288,13965],{},[2758,28290,28291,28293,28295,28298,28301],{},[2773,28292,23473],{},[2773,28294,16922],{},[2773,28296,28297],{},"9246",[2773,28299,28300],{},"プロジェクトホールディングス",[2773,28302,13965],{},[2758,28304,28305,28307,28309,28312,28315],{},[2773,28306,23473],{},[2773,28308,16922],{},[2773,28310,28311],{},"9344",[2773,28313,28314],{},"アクシスコンサルティング",[2773,28316,14167],{},[2758,28318,28319,28321,28324,28327,28330],{},[2773,28320,23473],{},[2773,28322,28323],{},"16:10",[2773,28325,28326],{},"2928",[2773,28328,28329],{},"ＲＩＺＡＰグループ",[2773,28331,13976],{},[2758,28333,28334,28336,28338,28341,28344],{},[2773,28335,23473],{},[2773,28337,17469],{},[2773,28339,28340],{},"157A",[2773,28342,28343],{},"グリーンモンスター",[2773,28345,14167],{},[2758,28347,28348,28350,28352,28355,28358],{},[2773,28349,23473],{},[2773,28351,17469],{},[2773,28353,28354],{},"206A",[2773,28356,28357],{},"ＰＲＩＳＭ　ＢｉｏＬａｂ",[2773,28359,14110],{},[2758,28361,28362,28364,28366,28369,28372],{},[2773,28363,23473],{},[2773,28365,17469],{},[2773,28367,28368],{},"3053",[2773,28370,28371],{},"ペッパーフードサービス",[2773,28373,13965],{},[2758,28375,28376,28378,28380,28383,28386],{},[2773,28377,23473],{},[2773,28379,17469],{},[2773,28381,28382],{},"6721",[2773,28384,28385],{},"ウインテスト",[2773,28387,13965],{},[2758,28389,28390,28392,28394,28397,28400],{},[2773,28391,23473],{},[2773,28393,17469],{},[2773,28395,28396],{},"7057",[2773,28398,28399],{},"エヌ・シー・エヌ",[2773,28401,13976],{},[2758,28403,28404,28406,28408,28411,28414],{},[2773,28405,23473],{},[2773,28407,17469],{},[2773,28409,28410],{},"7362",[2773,28412,28413],{},"Ｔ．Ｓ．Ｉ",[2773,28415,13965],{},[2758,28417,28418,28420,28422,28425,28428],{},[2773,28419,23473],{},[2773,28421,17469],{},[2773,28423,28424],{},"7578",[2773,28426,28427],{},"ニチリョク",[2773,28429,13976],{},[2758,28431,28432,28434,28436,28439,28442],{},[2773,28433,23473],{},[2773,28435,17469],{},[2773,28437,28438],{},"7677",[2773,28440,28441],{},"ヤシマキザイ",[2773,28443,13976],{},[2758,28445,28446,28448,28450,28453,28456],{},[2773,28447,23473],{},[2773,28449,17469],{},[2773,28451,28452],{},"7793",[2773,28454,28455],{},"イメージ・マジック",[2773,28457,13965],{},[2758,28459,28460,28462,28464,28467,28470],{},[2773,28461,23473],{},[2773,28463,23362],{},[2773,28465,28466],{},"6545",[2773,28468,28469],{},"インターネットインフィニティー",[2773,28471,13976],{},[2758,28473,28474,28476,28478,28481,28484],{},[2773,28475,23473],{},[2773,28477,17540],{},[2773,28479,28480],{},"5028",[2773,28482,28483],{},"セカンドサイトアナリティカ",[2773,28485,13965],{},[2758,28487,28488,28490,28492,28495,28498],{},[2773,28489,23473],{},[2773,28491,17540],{},[2773,28493,28494],{},"5868",[2773,28496,28497],{},"ロココ",[2773,28499,13965],{},[2758,28501,28502,28504,28507,28510,28513],{},[2773,28503,23473],{},[2773,28505,28506],{},"17:15",[2773,28508,28509],{},"7320",[2773,28511,28512],{},"Ｓｏｌｖｖｙ",[2773,28514,14167],{},[2758,28516,28517,28519,28522,28525,28528],{},[2773,28518,23473],{},[2773,28520,28521],{},"17:30",[2773,28523,28524],{},"9760",[2773,28526,28527],{},"進学会ホールディングス",[2773,28529,13976],{},[2758,28531,28532,28534,28537,28540,28543],{},[2773,28533,23473],{},[2773,28535,28536],{},"18:10",[2773,28538,28539],{},"4167",[2773,28541,28542],{},"ココペリ",[2773,28544,13976],{},[15,28546,28547],{"id":28547},"初心者向けの読み方",[443,28549,28550,28553],{},[446,28551,28552],{},"多くが**引け後（15:30前後）**の発表です。株価への反応は当日の取引時間外〜翌営業日に出やすい点を押さえておきます。",[446,28554,28555,28556,28560,28561,28564],{},"決算で株価が動く仕組みは ",[22,28557,28559],{"href":28558},"\u002Freading\u002Farticles\u002Fearnings-and-stock-price\u002F","決算発表で株価が動く仕組み"," を参照。「良い決算＝即上昇」ではなく、",[33,28562,28563],{},"市場予想との差","で動きます。",[15,28566,28567],{"id":28567},"出典",[443,28569,28570,28573],{},[446,28571,28572],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年8月9日時点）。",[446,28574,28575,28576,28579],{},"発表予定日・時刻・会計期は",[33,28577,28578],{},"変更される場合があります","。確定値・実績（売上・利益）は各社の決算短信・適時開示でご確認ください。",[15,28581,51],{"id":51},[11,28583,28584],{},"本記事は公開情報をもとにした情報提供であり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や業績を保証しません。記載は発表「予定」であり変更されることがあります。数値・実績は各社公式の一次情報（決算短信・適時開示）をご確認ください。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":28586},[28587,28588,28589,28590,28591],{"id":13933,"depth":57,"text":13934},{"id":14037,"depth":57,"text":14038},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"8月10日〜16日の1週間で1,031社が決算発表を予定。8月11日（火・山の日）は休場、8月14日（金）に362社と最も集中し、楽天グループ・東京海上ホールディングス・アサヒグループホールディングスなど幅広い業種の企業が並びます。",{},"\u002Freading\u002Farticles\u002F2026-08-09-weekly-earnings","2026-08-09T19:00:00+09:00",{"title":13913,"description":28592},"reading\u002Farticles\u002F2026-08-09-weekly-earnings",[28599,28600],"earnings","outlook","IGWwDjh-_tAnW0dLtbH5wmwG60EM_seFOxuoTLtH3nc",{"id":28603,"title":28604,"author":6,"body":28605,"category":62,"dataDate":6,"date":13902,"description":28662,"extension":65,"image":6,"meta":28663,"navigation":67,"path":28664,"publishedAt":28665,"seo":28666,"stem":28667,"tags":28668,"type":6,"updated":6,"__hash__":28669},"articles\u002Freading\u002Farticles\u002F2026-08-09-boj-september-rate-hike-outlook.md","日銀9月追加利上げ観測が6割超え──住宅ローン固定金利も8月に引き上げ",{"type":8,"value":28606,"toc":28657},[28607,28610,28612,28620,28635,28647,28649,28652,28654],[11,28608,28609],{},"翌日物金利スワップ（OIS）市場での日銀9月追加利上げ予想が6割を超えている。長期金利の上昇を受けて大手銀行は8月から住宅ローン固定金利を引き上げており、借り入れコストの上昇が家計に直接影響する局面が近づいてきた。",[15,28611,17],{"id":17},[11,28613,28614,28615,42],{},"日本銀行は7月31日の金融政策決定会合で政策金利を1%に据え置いた（賛成8・反対1）。ただし植田総裁は9月以降の追加利上げについて「しっかり議論する」と明言している（",[22,28616,28619],{"href":28617,"rel":28618},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026073101271&g=eco",[26],"時事ドットコム・2026年7月31日",[11,28621,28622,28623,28628,28629,28634],{},"日本経済新聞によれば、OIS市場での9月会合での追加利上げ確率は60%を超えた（",[22,28624,28627],{"href":28625,"rel":28626},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL050XS0V00C26A8000000\u002F",[26],"日本経済新聞・2026年8月","）。Bloomberg集計でも10月までの利上げ確率は90%超とされており（",[22,28630,28633],{"href":28631,"rel":28632},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-08-03\u002FTJ62GHKK3NYA00",[26],"Bloomberg・2026年8月3日","）、市場は次の利上げをほぼ既定路線とみている。追い風になっているのは米側の姿勢で、ベッセント米財務長官が日銀の追加利上げを支持する立場を示したことで、日米協調による円安阻止の構図も意識されている。",[11,28636,28637,28638,28642,28643,42],{},"住宅ローンにはすでに動きが出ている。NHKによれば大手銀行は長期金利の上昇を受けて、8月適用分の住宅ローン固定金利を引き上げた（",[22,28639,3419],{"href":28640,"rel":28641},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015193091000",[26],"）。変動金利についても、6月の利上げ（政策金利を1%へ引き上げ）を反映した見直しが各行で順次進んでいる（",[22,28644,28646],{"href":438,"rel":28645},[26],"モゲチェック・2026年8月",[15,28648,45],{"id":45},[11,28650,28651],{},"9月に追加利上げが実現すれば、変動型住宅ローンの基準金利がさらに上がる可能性が高い。固定金利はすでに上昇局面に入っており、新規の借り入れや借り換えを検討している家庭は、現在の金利水準を早めに確認しておくと判断材料になる。円安が続く限り物価上振れ圧力が続きやすく、日銀が早期利上げに動きやすい環境は当面変わらないとみられる。",[15,28653,51],{"id":51},[11,28655,28656],{},"本記事は公開情報をもとにした情報提供を目的としており、投資・借入の助言ではありません。金利動向や個別の住宅ローン選択については金融機関や専門家にご確認ください。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":28658},[28659,28660,28661],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"OIS市場での日銀9月利上げ確率が60%を超えた。大手銀行は長期金利上昇を受けて8月の住宅ローン固定金利をすでに引き上げており、変動型を選ぶ家庭も今後の動向に注意が必要だ。",{},"\u002Freading\u002Farticles\u002F2026-08-09-boj-september-rate-hike-outlook","2026-08-09T13:00:00+09:00",{"title":28604,"description":28662},"reading\u002Farticles\u002F2026-08-09-boj-september-rate-hike-outlook",[236,73],"Es80amEZH29DAeFaDhDQzDNivjzFujzMYKtjYA6xKBw",{"id":28671,"title":28672,"author":6,"body":28673,"category":62,"dataDate":6,"date":13902,"description":28744,"extension":65,"image":6,"meta":28745,"navigation":67,"path":28746,"publishedAt":28747,"seo":28748,"stem":28749,"tags":28750,"type":6,"updated":6,"__hash__":28751},"articles\u002Freading\u002Farticles\u002F2026-08-09-us-jobs-miss-sp500-record-yen157.md","米7月雇用統計が予想を下回り・S&P500が最高値更新——ドル円157円台で東京市場に追い風か",{"type":8,"value":28674,"toc":28739},[28675,28678,28680,28688,28708,28715,28718,28729,28731,28734,28736],[11,28676,28677],{},"8日の米国市場は、前夜に発表された7月の雇用統計が市場予想を大幅に下回ったことで「景気鈍化→利上げ観測後退」の構図が鮮明になり、ハイテク株を中心に全面高となりました。S&P500は最高値を更新し、ナスダックも1%超上昇。ドル円は157円台で推移しており、本日9日の東京市場への影響が注目されます。",[15,28679,17],{"id":17},[11,28681,28682,28683,42],{},"8月8日（現地時間）の米国市場は以下の結果で引けました（",[22,28684,28687],{"href":28685,"rel":28686},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL080090Y6A800C2000000\u002F",[26],"日本経済新聞, 2026-08-09",[443,28689,28690,28695,28703],{},[446,28691,28692,28694],{},[33,28693,5616],{},"：54,036.93ドル（前日比＋151.83ドル、＋0.28%）",[446,28696,28697,28699,28700],{},[33,28698,7115],{},"：7,757.64ポイント（前日比＋47.68ポイント、＋0.61%）、",[33,28701,28702],{},"最高値を更新",[446,28704,28705,28707],{},[33,28706,6562],{},"：26,690.615ポイント（前日比＋342.263ポイント、＋1.29%）",[11,28709,28710,28711,42],{},"相場を動かしたのは、米東部時間8日朝に発表された7月の雇用統計です。非農業部門雇用者数（NFP）が市場予想を大きく下回り、労働市場の減速が示されました。この結果を受けてFed（米連邦準備制度）の9月会合での追加利上げ確率は低下し、「9月は見送り」を見込む市場参加者が増えたと報じられています（",[22,28712,28714],{"href":28685,"rel":28713},[26],"日本経済新聞, 同上",[11,28716,28717],{},"好業績の決算を発表したクラウドフレア・パランティア・テクノロジーズ・マイクロチップ・テクノロジーなどハイテク・半導体銘柄が上昇をけん引しました。",[11,28719,28720,28722,28723,28728],{},[33,28721,1707],{},"は8日のNY市場において157円81〜83銭（高値158円56銭・安値156円86銭）で推移しました（",[22,28724,28727],{"href":28725,"rel":28726},"https:\u002F\u002Fwww.nikkei.com\u002Fmarketdata\u002Fquote\u002FUSDJPY\u002F",[26],"日本経済新聞 為替データ, 2026-08-08","）。7月下旬の日米協調介入後に155円台まで円高が進んだ後、再び157〜158円台に戻してきた水準です。",[15,28730,45],{"id":45},[11,28732,28733],{},"NFP（雇用者数）の鈍化は、Fedの追加利上げ根拠を弱め、日米金利差の拡大ペースを緩める材料として円高方向へ働きやすいです。ただしドル円は依然157円台と歴史的な円安水準を抜け出しておらず、輸入食料・エネルギーを通じた家計への物価高圧力がすぐに和らぐかは不透明です。本日の東京市場では前夜の米株高を受けた先物の上昇が継続しており、輸出株・半導体関連株を中心に強含みで推移するか注目されます。",[15,28735,51],{"id":51},[11,28737,28738],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や資産運用を推奨するものではなく、将来の市場動向や物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":28740},[28741,28742,28743],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8日の米国市場は、7月雇用統計が市場予想を大幅に下回ったことで利上げ観測が後退し、S&P500が最高値を更新。ナスダックも1.3%上昇し、ドル円は157円台で推移している。",{},"\u002Freading\u002Farticles\u002F2026-08-09-us-jobs-miss-sp500-record-yen157","2026-08-09T09:00:00+09:00",{"title":28672,"description":28744},"reading\u002Farticles\u002F2026-08-09-us-jobs-miss-sp500-record-yen157",[164,73],"zc6yDdPQIhU1xSkLslmHxAE2mYBxJxau3C_lbKdcdsw",{"id":28753,"title":28754,"author":6,"body":28755,"category":62,"dataDate":6,"date":28853,"description":28854,"extension":65,"image":6,"meta":28855,"navigation":67,"path":28856,"publishedAt":28857,"seo":28858,"stem":28859,"tags":28860,"type":6,"updated":6,"__hash__":28861},"articles\u002Freading\u002Farticles\u002F2026-08-08-japan-us-fx-intervention-yen-rebound.md","日米協調介入で円が163円台から急反発——今週の動きと家計への読み方",{"type":8,"value":28756,"toc":28848},[28757,28760,28762,28767,28778,28783,28790,28795,28806,28811,28822,28827,28838,28840,28843,28845],[11,28758,28759],{},"今週の外国為替市場は大きく揺れた。7月下旬に一時163円台まで進んだ「歴史的な円安」に対し、日米の通貨当局が約15年ぶりの協調介入に踏み切り、円は155円台まで急反発した。週末の今日、その経緯を振り返りつつ、家計への読み方を整理しておきたい。",[15,28761,17],{"id":17},[11,28763,28764],{},[33,28765,28766],{},"7月下旬：1986年以来40年ぶりの円安",[11,28768,28769,28770,28773,28774,42],{},"7月23日前後、ドル円は一時",[33,28771,28772],{},"163円台後半","まで下落した。1986年11月以来、約40年ぶりの円安水準だ（",[22,28775,315],{"href":28776,"rel":28777},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL220B80S6A720C2000000\u002F",[26],[11,28779,28780],{},[33,28781,28782],{},"7月30日〜8月1日：日米協調介入に踏み切る",[11,28784,28785,28786,42],{},"政府・日銀は7月30日から8月1日にかけて断続的にドル売り・円買いの市場介入を実施。8月3日には日米共同声明も発表された。今回は米財務省との連携による「協調介入」であり、これは2011年（東日本大震災後）以来約15年ぶりとなる（",[22,28787,3419],{"href":28788,"rel":28789},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015194291000",[26],[11,28791,28792],{},[33,28793,28794],{},"介入規模：推計12〜13兆円で過去最大規模",[11,28796,28797,28798,28801,28802,42],{},"市場推計では、3日間の介入規模は",[33,28799,28800],{},"12〜13兆円規模","に上るとされ、2024年の前回介入を超えて過去最大と報じられた（",[22,28803,315],{"href":28804,"rel":28805},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB041740U6A800C2000000\u002F",[26],[11,28807,28808],{},[33,28809,28810],{},"8月3日：円が一時155円台まで急騰",[11,28812,28813,28814,28817,28818,42],{},"協調介入への警戒が続くなか、8月3日にドル円は",[33,28815,28816],{},"一時155円台","まで円高が進んだ（",[22,28819,2246],{"href":28820,"rel":28821},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Flive-blog\u002F2026-08-02\u002FTJ5XZIKGIFPQ00",[26],[11,28823,28824],{},[33,28825,28826],{},"日銀は7月31日に金利1.0%据え置き・9月利上げを市場が注視",[11,28828,28829,28830,28833,28834,28837],{},"日銀は7月31日の金融政策決定会合で",[33,28831,28832],{},"政策金利を1.0%に据え置いた","。一方、市場では9月の追加利上げを6割超が見込んでいるとの調査も報じられており（",[22,28835,315],{"href":28625,"rel":28836},[26],"）、秋以降の動向が引き続き注目されている。",[15,28839,45],{"id":45},[11,28841,28842],{},"円安が一服したことで、輸入食品や光熱費など、輸入コストに依存する生活物価への上昇圧力は短期的にやや和らぐ可能性がある。ただし、155円台でも歴史的にはまだ円安水準であり、日銀が秋以降の利上げに踏み切るかどうかが、住宅ローンの変動金利や預金金利に波及するシナリオとして注目しておきたい局面だ。",[15,28844,51],{"id":51},[11,28846,28847],{},"本記事は情報提供を目的としたものです。投資助言ではなく、個別銘柄・商品の売買を推奨するものではありません。掲載した数値・事実関係はWebSearch時点での報道に基づくものであり、最新情報は各一次情報源にてご確認ください。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":28849},[28850,28851,28852],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-08","40年ぶりの円安水準から日米が協調介入に踏み切り、円は155円台へ急反発。今週の主な動きと物価・日銀利上げ見通しを整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-08-japan-us-fx-intervention-yen-rebound","2026-08-08T20:00:00+09:00",{"title":28754,"description":28854},"reading\u002Farticles\u002F2026-08-08-japan-us-fx-intervention-yen-rebound",[236,73],"7hNcimhgis8Tcu_BmxjaPdh7ysMO15E2VX60uDOAV28",{"id":28863,"title":28864,"author":6,"body":28865,"category":62,"dataDate":6,"date":28853,"description":28927,"extension":65,"image":6,"meta":28928,"navigation":67,"path":28929,"publishedAt":28930,"seo":28931,"stem":28932,"tags":28933,"type":6,"updated":6,"__hash__":28934},"articles\u002Freading\u002Farticles\u002F2026-08-08-mortgage-fixed-rate-august-hike.md","大手銀行が8月から住宅ローン固定金利を引き上げ｜変動との差が過去最大に",{"type":8,"value":28866,"toc":28922},[28867,28870,28872,28883,28901,28904,28907,28909,28917,28919],[11,28868,28869],{},"長期金利の上昇が続くなか、大手銀行が8月から適用する住宅ローンの固定金利を引き上げました。変動型か固定型かで月々の返済額が大きく変わるため、ローンを抱える家庭や借り換えを検討中の方にとって気になる動きです。",[15,28871,17],{"id":17},[11,28873,28874,28877,28878,28882],{},[22,28875,3419],{"href":28640,"rel":28876},[26],"によると、大手銀行は長期金利の上昇傾向を受け、8月から適用する住宅ローンの固定金利を引き上げることを決めました。住宅ローン比較サービス「モゲチェック」の",[22,28879,28881],{"href":438,"rel":28880},[26],"2026年8月最新動向","によれば、主な数値は以下のとおりです。",[443,28884,28885,28890,28895],{},[446,28886,28887,28889],{},[33,28888,7004],{},"：年3.780%",[446,28891,28892,28894],{},[33,28893,7016],{},"：年3.290%",[446,28896,28897,28900],{},[33,28898,28899],{},"変動金利（メガバンク）","：年1.082%",[11,28902,28903],{},"変動金利でも引き上げが続いており、ドコモSMTBネット銀行（年0.250%引き上げ）、楽天銀行（年0.043%引き上げ）など、6月の日銀追加利上げ（政策金利0.75% → 1.00%）を反映した動きが各行で続いています。",[11,28905,28906],{},"固定（フラット35）と変動（メガバンク）の金利差は現在2.21%となり、同社が集計を開始した2018年1月以降で最大の水準に達しています。",[15,28908,45],{"id":45},[11,28910,28911,28912,28916],{},"変動型ローンを選んでいる方にとっては、6月の利上げ後も各行の対応が段階的に続いており、返済額の見直しが必要になるケースが出てきています。",[22,28913,28915],{"href":6015,"rel":28914},[26],"第一ライフ資産運用経済研究所","によると、市場関係者の間では次回の追加利上げを年内（10月または12月）と見る向きが多く、金利上昇局面がさらに続く可能性もあります。固定か変動かの選択を改めて整理しておくタイミングかもしれません。",[15,28918,51],{"id":51},[11,28920,28921],{},"本記事は情報提供を目的としたもので、金融商品の購入・借り換えを推奨するものではありません。金利の詳細・最新値は各金融機関の公式サイトをご確認のうえ、最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":28923},[28924,28925,28926],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"長期金利の上昇を受け、大手銀行が8月の住宅ローン固定金利を引き上げた。メガバンク10年固定は年3.78%台、変動金利との金利差は集計開始以来の最大となっている。",{},"\u002Freading\u002Farticles\u002F2026-08-08-mortgage-fixed-rate-august-hike","2026-08-08T13:00:00+09:00",{"title":28864,"description":28927},"reading\u002Farticles\u002F2026-08-08-mortgage-fixed-rate-august-hike",[73,236],"8I9rQqjTZWJAipBiDjJKiY5P8PnthI-2mR-LGdcGni0",{"id":28936,"title":28937,"author":6,"body":28938,"category":62,"dataDate":6,"date":28853,"description":29068,"extension":65,"image":6,"meta":29069,"navigation":67,"path":29070,"publishedAt":29071,"seo":29072,"stem":29073,"tags":29074,"type":6,"updated":6,"__hash__":29075},"articles\u002Freading\u002Farticles\u002F2026-08-08-us-july-nfp-shock-sp500-record.md","米7月雇用統計が大幅下振れ——FRBの利上げ観測後退でS&P500が最高値、ドル円は157円台へ",{"type":8,"value":28939,"toc":29063},[28940,28943,28945,28956,28984,28987,28992,29030,29036,29040,29054,29056,29059,29061],[11,28941,28942],{},"8月7日（現地時間）の米国市場は、予想外に弱い雇用統計を受けてリスクオンの展開となった。FRBの早期利上げ観測が大きく後退し、株式市場は最高値を更新した一方、ドル円は一時156円台まで下落した。今週末をまたいで、週明け月曜日（8月10日）の日本市場への波及が注目される。",[15,28944,17],{"id":17},[11,28946,28947],{},[33,28948,28949,28950,28955],{},"米7月雇用統計（",[22,28951,28954],{"href":28952,"rel":28953},"https:\u002F\u002Fwww.bls.gov\u002F",[26],"米労働統計局","・日本時間8月8日午前6時30分発表）",[443,28957,28958,28968,28974],{},[446,28959,28960,28961,28964,28965,1714],{},"非農業部門雇用者数：",[33,28962,28963],{},"前月比 −2.3万人","（市場予想 +8.0万人を大幅に下回る、",[22,28966,5468],{"href":13748,"rel":28967},[26],[446,28969,28970,28971,28973],{},"失業率：",[33,28972,13771],{},"（予想4.2%、前月比改善）",[446,28975,28976,28977,28980,28981,28983],{},"平均時給（前月比）：",[33,28978,28979],{},"+0.1%","（予想+0.3%を下回る）／（前年比）：",[33,28982,8256],{},"（予想+3.5%を下回る）",[11,28985,28986],{},"非農業部門雇用者数が市場予想を10万人以上下回り、しかも前月比でマイナスに転じたのは異例の下振れ。雇用の冷え込みとともに賃金インフレの鈍化も確認され、「FRBが9月会合で追加利上げを行う」との観測が大きく後退した。",[11,28988,28989],{},[33,28990,28991],{},"米国株式市場・金利（8月7日終値）",[443,28993,28994,29004,29011,29017,29024],{},[446,28995,28996,28997,28999,29000,1714],{},"S&P 500：",[33,28998,13806],{},"（前日比+47.68pt・",[22,29001,29003],{"href":28685,"rel":29002},[26],"最高値更新",[446,29005,29006,29007,29010],{},"ナスダック総合：",[33,29008,29009],{},"26,690.615","（+342.263pt・3日ぶり反発）",[446,29012,29013,29014,29016],{},"NYダウ：",[33,29015,13814],{},"（+151.83ドル）",[446,29018,29019,29020,1714],{},"米10年国債利回り：**4.605%**に急低下（",[22,29021,332],{"href":29022,"rel":29023},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375618",[26],[446,29025,29026,29027,1714],{},"米2年国債利回り：4.15%（発表前4.23%から低下、",[22,29028,5468],{"href":13748,"rel":29029},[26],[11,29031,29032,29033,42],{},"金融市場では「FRBが9月会合で政策金利を据え置く確率が約6割」に上昇したと報じられている（",[22,29034,315],{"href":28685,"rel":29035},[26],[11,29037,29038],{},[33,29039,9498],{},[11,29041,29042,29043,29046,29047,4697,29050,29053],{},"雇用統計発表直後、ドル円は158円41銭から156円68銭まで急落（",[22,29044,5468],{"href":13748,"rel":29045},[26],"）。NY市場の終値は",[33,29048,29049],{},"157.21円",[22,29051,332],{"href":29022,"rel":29052},[26],"）。7月31日の日米協調介入で163円台から157円台に押し下げられた流れが継続しており、今回の雇用統計で「米利上げ停止＋日銀利上げ前倒し」というシナリオが再び意識されている。",[15,29055,45],{"id":45},[11,29057,29058],{},"FRBの利上げ観測が後退したことで、米国長期金利の上昇圧力が和らぎ、株式市場は買いやすくなった。NISAなどで米国株ファンドを保有している場合、株価上昇の恩恵は受けやすい一方、ドル円が円高に振れている分、円換算の評価額の伸びは限られる局面でもある。家計の輸入コスト面では、ドル安・円高の進行は食料品や日用品の物価上昇圧力をわずかながら緩和する方向に働く可能性がある。ただし、日銀の9月利上げ観測が高まれば住宅ローン（変動金利型）の金利動向にも注意が必要で、週明け以降の日銀関係者の発言や日本のCPIデータが次の判断材料になりそうだ。",[15,29060,51],{"id":51},[11,29062,10236],{},{"title":56,"searchDepth":57,"depth":57,"links":29064},[29065,29066,29067],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年7月の米非農業部門雇用者数が前月比2.3万人減と市場予想（+8万人増）を大幅に下回り、FRBの9月利上げ観測が後退。S&P500は最高値を更新し、ドル円は157円台に低下した。週明けの日本市場や家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-08-us-july-nfp-shock-sp500-record","2026-08-08T09:00:00+09:00",{"title":28937,"description":29068},"reading\u002Farticles\u002F2026-08-08-us-july-nfp-shock-sp500-record",[164,73],"y-ray7J86pACRoFLwVtwzEMAJ1ji9BQw27IiDIE-j9M",{"id":29077,"title":29078,"author":6,"body":29079,"category":62,"dataDate":6,"date":29166,"description":29167,"extension":65,"image":6,"meta":29168,"navigation":67,"path":29169,"publishedAt":29170,"seo":29171,"stem":29172,"tags":29173,"type":6,"updated":6,"__hash__":29174},"articles\u002Freading\u002Farticles\u002F2026-08-07-consumption-spending-7month-minus.md","消費支出7カ月連続マイナス、物価高で家計の防衛姿勢が鮮明に【8月7日夕まとめ】",{"type":8,"value":29080,"toc":29161},[29081,29084,29086,29091,29103,29106,29120,29128,29133,29142,29151,29153,29156,29158],[11,29082,29083],{},"物価の高止まりが続くなか、家計の財布のひもはさらに固くなっています。総務省が8月7日に発表した6月の家計調査では、実質消費支出が7カ月連続のマイナスとなり、事前の市場予測を大きく裏切る結果となりました。",[15,29085,17],{"id":17},[11,29087,29088],{},[33,29089,29090],{},"消費支出が7カ月連続で実質マイナス",[11,29092,29093,29098,29099,29102],{},[22,29094,29097],{"href":29095,"rel":29096},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA067S20W6A800C2000000\u002F",[26],"総務省が8月7日公表した6月の家計調査（日本経済新聞）","によると、2人以上の世帯の消費支出は1世帯当たり29万886円で、物価変動の影響を除いた実質ベースで前年同月比 ",[33,29100,29101],{},"3.3%減","となりました。7カ月連続のマイナスで、QUICKがまとめた市場予測の中央値（前年比1.0%増）を大幅に下回りました。",[11,29104,29105],{},"主な内訳（実質、前年同月比）は次のとおりです。",[443,29107,29108,29114],{},[446,29109,29110,29113],{},[33,29111,29112],{},"交通"," ：20.8%減（航空運賃・鉄道運賃が下落）",[446,29115,29116,29119],{},[33,29117,29118],{},"被服・履物","：19.9%減（夏物衣料の需要減、2カ月ぶり減少）",[11,29121,29122,29123,42],{},"総務省は、前年と比べて6月の日曜日が1日少なかったことや、台風など天候不順による外出・購入機会の減少を主な要因として挙げています。一方、名目ベースでは1.5%減で、実質と名目が共に落ち込む展開となりました（",[22,29124,29127],{"href":29125,"rel":29126},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fc84d8566afa31755d51a350c566dde0a0afe1151",[26],"共同通信 \u002F Yahoo!ニュース",[11,29129,29130],{},[33,29131,29132],{},"日経平均は後場に下げ渋り、小幅続落で着地",[11,29134,29135,29136,29141],{},"8月7日の日経平均株価は、前場で一時1,000円超の下落幅となりましたが、後場は買い戻しが入り下げ渋り、",[22,29137,29140],{"href":29138,"rel":29139},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL070JL0X00C26A8000000\u002F",[26],"終値は前日比76円55銭（0.12%）安の6万5,606円71銭","と小幅の続落で着地しました。前日の決算でソフトバンクグループ（9984）の純利益が前年同期比約18%減と市場予想を下回ったことが重しとなった一方、押し目買いが下値を支えた形です。",[11,29143,29144,29145,29150],{},"ドル円は",[22,29146,29149],{"href":29147,"rel":29148},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375577",[26],"東京外為市場で158円台前半付近で推移（みんかぶFX）","し、今夜（日本時間21時30分予定）の米7月雇用統計発表を前に売買は限定的でした。",[15,29152,45],{"id":45},[11,29154,29155],{},"消費支出が7カ月連続で実質マイナスとなった背景には、食料品など生活必需品の値上がりが続くなか、レジャー・外出・衣料といった裁量的な支出を削る「生活防衛」の動きが積み重なっていると考えられます。天候要因で一時的にマイナスが拡大した面もありますが、物価高が続く限り実質消費の回復ペースは緩やかになりやすいとみられます。株式市場では今夜の米雇用統計次第で円相場や輸出株の動きが変わる可能性があり、引き続き注目されます。",[15,29157,51],{"id":51},[11,29159,29160],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価の動向を保証しません。投資・資産運用の最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29162},[29163,29164,29165],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-07","総務省が8月7日発表した6月の家計調査で、実質消費支出が前年比3.3%減・7カ月連続のマイナスとなった。市場予測（1.0%増）を大幅に下回り、物価高が続くなかで家計が支出を抑えていることが浮かびあがった。",{},"\u002Freading\u002Farticles\u002F2026-08-07-consumption-spending-7month-minus","2026-08-07T20:00:00+09:00",{"title":29078,"description":29167},"reading\u002Farticles\u002F2026-08-07-consumption-spending-7month-minus",[236,73],"aYqRGnzzubZYmS-6lKU8G8l2UoknD-mhLqp3kzgZPM0",{"id":29176,"title":29177,"author":6,"body":29178,"category":62,"dataDate":6,"date":29166,"description":29238,"extension":65,"image":6,"meta":29239,"navigation":67,"path":29240,"publishedAt":29241,"seo":29242,"stem":29243,"tags":29244,"type":6,"updated":6,"__hash__":29245},"articles\u002Freading\u002Farticles\u002F2026-08-07-nikkei-softbank-q1-decline.md","日経平均、前場で644円安｜ソフトバンクG決算不発で半導体株に波及",{"type":8,"value":29179,"toc":29233},[29180,29183,29185,29188,29197,29206,29221,29224,29226,29229,29231],[11,29181,29182],{},"2026年8月7日の東京株式市場（前場）で、日経平均株価は前日比644円10銭（0.98%）安の6万5,039円16銭で引けた。下げ幅は一時1,000円を超える場面もあった。",[15,29184,17],{"id":17},[11,29186,29187],{},"前日（8月6日）引け後に発表されたソフトバンクグループ（9984）の2027年3月期第1四半期（4〜6月期）決算が、市場の期待を下回った。純利益は前年同期比17.7%減の3,473億円。傘下の英アームが人員を積極的に増やしたことで費用が膨らんだことが主因とされる。",[11,29189,29190,29191,29196],{},"ソフトバンクGの1銘柄だけで日経平均を約173円分押し下げた（",[22,29192,29195],{"href":29193,"rel":29194},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fstock-market-news\u002Farticle-1377068",[26],"Fisco \u002F Investing.com","）。これに連鎖して東京エレクトロン、アドバンテストなど半導体関連株も売りが広がった。",[11,29198,29199,29200,29205],{},"同日の前場終値・為替水準（",[22,29201,29204],{"href":29202,"rel":29203},"https:\u002F\u002Fwww.chunichi.co.jp\u002Farticle\u002F1293183",[26],"中日新聞Web","）:",[443,29207,29208,29215],{},[446,29209,29210,29211,29214],{},"日経平均: ",[33,29212,29213],{},"65,039円16銭","（前日比 −644円10銭）",[446,29216,29217,29218],{},"為替（正午時点）: ",[33,29219,29220],{},"1ドル＝158円37〜51銭",[11,29222,29223],{},"TOPIXは小幅プラスで推移しており、銘柄分散効果が出た形。",[15,29225,45],{"id":45},[11,29227,29228],{},"今回の下落は「決算という個別イベント」が引き金で、主に大型ハイテク・半導体に売りが集まった。日銀が7月31日の政策決定会合で金利を据え置いたことで円安（158円台）が続いており、輸入コストを気にする家計目線では引き続き円高転換を待ちたい局面が続く。NISAで日本の指数連動ファンドを積み立てている場合、前場の1,000円超の下げは不安を感じやすいが、TOPIXが小幅プラスだった点は注目に値する。",[15,29230,51],{"id":51},[11,29232,12740],{},{"title":56,"searchDepth":57,"depth":57,"links":29234},[29235,29236,29237],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月7日前場の日経平均は644円安の65,039円で終了。ソフトバンクGの1Q純利益が前年比17.7%減と市場予想を下回り、一時1,000円超の下落幅を記録した。",{},"\u002Freading\u002Farticles\u002F2026-08-07-nikkei-softbank-q1-decline","2026-08-07T13:00:00+09:00",{"title":29177,"description":29238},"reading\u002Farticles\u002F2026-08-07-nikkei-softbank-q1-decline",[73],"dMgzmQ3zc3NcrPpzp313eQKho-nwPvcis_Fcn1P3W0c",{"id":29247,"title":29248,"author":6,"body":29249,"category":62,"dataDate":6,"date":29166,"description":29312,"extension":65,"image":6,"meta":29313,"navigation":67,"path":29314,"publishedAt":29315,"seo":29316,"stem":29317,"tags":29318,"type":6,"updated":6,"__hash__":29319},"articles\u002Freading\u002Farticles\u002F2026-08-07-us-jobs-report-preview.md","今夜の米7月雇用統計が焦点―弱い先行指標でドル円・金利に注目",{"type":8,"value":29250,"toc":29307},[29251,29254,29256,29263,29271,29279,29297,29299,29302,29304],[11,29252,29253],{},"米国東部時間8月6日（水）の株式市場は、主要3指数がそろって方向感のない小幅まちまちの展開でした。前日の大幅高後に利益確定売りが出た格好で、市場は今夜発表される米7月雇用統計を前に様子見姿勢を強めています。",[15,29255,17],{"id":17},[11,29257,29258,29262],{},[22,29259,9428],{"href":29260,"rel":29261},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-aug-6-2026",[26]," によると、8月6日の終値はダウ工業株30種平均が前日比 +0.13%、S&P500 が −0.03%、ナスダック総合が −0.47%。前日の史上最高値更新後に特段の材料なく売りが優勢となり、特にテック株が軟調でした。",[11,29264,29265,29266,29270],{},"為替市場では、",[22,29267,849],{"href":29268,"rel":29269},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F06\u002F082131",[26],"によると、ドル円は157円70銭台で推移。日米当局による協調介入への警戒感から上値は重かったものの、地政学リスクへの「有事のドル買い」で一時157円88銭まで上昇する場面もありました。",[11,29272,29273,29274,29278],{},"米10年国債利回りは ",[22,29275,41],{"href":29276,"rel":29277},"https:\u002F\u002Ftradingeconomics.com\u002Funited-states\u002Fgovernment-bond-yield",[26]," によると8月6日に4.67%近辺まで上昇（前日比 +0.06%程度）し、依然として高水準が続いています。",[11,29280,29281,29282,29285,29286,29290,29291,29296],{},"今日のメインイベントは",[33,29283,29284],{},"日本時間21時30分発表の米7月雇用統計","（非農業部門雇用者数）です。",[22,29287,8700],{"href":29288,"rel":29289},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F06\u002Fthe-july-jobs-numbers-are-due-out-friday-heres-what-to-expect.html",[26]," によると市場予想は +83,000〜95,000人程度で、前月の +57,000人からの小幅改善が見込まれています。なお、雇用統計の先行指標とされるADP民間雇用統計は +44,000人と市場予想の +65,000人を大きく下回っており（",[22,29292,29295],{"href":29293,"rel":29294},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493458",[26],"ザイ・ダイヤモンド","）、本番への警戒感を高めています。",[15,29298,45],{"id":45},[11,29300,29301],{},"雇用統計が予想を下回る弱い内容となれば、FRBの9月利上げ見送り観測が広がりやすく、ドル売り・円買い方向への圧力が強まる可能性があります。157円台前半を割り込んでくるかが一つの目安です。逆に予想超えなら米金利の上昇とともにドル高（円安）が再燃しかねず、輸入物価への影響も意識されます。今夜の数字次第で来週以降の相場の方向感が変わりそうです。",[15,29303,51],{"id":51},[11,29305,29306],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の相場や数値を保証するものではなく、最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29308},[29309,29310,29311],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月6日の米国市場は主要3指数がまちまちで方向感なく推移。今夜21時30分発表の米7月雇用統計が次の相場の節目。先行するADP民間雇用が予想を下回り、ドル円と米金利動向への影響が注目されています。",{},"\u002Freading\u002Farticles\u002F2026-08-07-us-jobs-report-preview","2026-08-07T09:00:00+09:00",{"title":29248,"description":29312},"reading\u002Farticles\u002F2026-08-07-us-jobs-report-preview",[164,73],"n21orLZirYp4njN8DA2-nHvOvv7OEHcivnlEuyX2jU4",{"id":29321,"title":29322,"author":6,"body":29323,"category":62,"dataDate":6,"date":29418,"description":29419,"extension":65,"image":6,"meta":29420,"navigation":67,"path":29421,"publishedAt":29422,"seo":29423,"stem":29424,"tags":29425,"type":6,"updated":6,"__hash__":29426},"articles\u002Freading\u002Farticles\u002F2026-08-06-nikkei-close-google-ai-shakeup.md","日経平均617円安で大引け──グーグルAI幹部離脱が火種、午後は下げ渋り",{"type":8,"value":29324,"toc":29413},[29325,29341,29343,29348,29355,29374,29379,29396,29403,29405,29408,29410],[11,29326,29327,29328,29331,29332,29336,29337,42],{},"8月6日の東京株式市場は、日経平均株価が前日比",[33,29329,29330],{},"617円18銭安の6万5683円26銭","で大引けを迎えた（",[22,29333,8864],{"href":29334,"rel":29335},"https:\u002F\u002Fonline.nikkei-cnbc.co.jp\u002Fvod\u002F67162",[26],"）。午前に1033円安まで下げ幅が拡大したのち、午後は内需株への買い戻しで持ち直した形だ。ドル円は1ドル＝157円台後半で小幅もみ合いが続いている（",[22,29338,315],{"href":29339,"rel":29340},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL064MM0W6A800C2000000\u002F",[26],[15,29342,17],{"id":17},[11,29344,29345],{},[33,29346,29347],{},"前夜の米国市場：ナスダックが急落、アルファベット4%超安",[11,29349,29350,29351,42],{},"8月5日（現地時間）の米国市場は強弱まちまちだった。NYダウは前日比263ドル高（＋0.49%）の54,349ドルと5日続伸で最高値を更新した一方、ナスダック総合は221ポイント安（−0.83%）と反落、S&P500も12ポイント安の7,723ドルで引けた（",[22,29352,1686],{"href":29353,"rel":29354},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260806\u002F864590.html",[26],[11,29356,29357,29358,29361,29362,29365,29366,29369,29370,42],{},"急落の直接の引き金となったのは、グーグルの親会社",[33,29359,29360],{},"アルファベット株が4%超安","（一時5.4%安）となったことだ。27年間にわたってグーグルのAI戦略を率いてきたチーフサイエンティストの",[33,29363,29364],{},"ジェフ・ディーン氏が退社し、科学研究向けAIスタートアップ「ディスカバリー・ループ」を設立","すると発表。同時にグーグルディープマインドのCEO・",[33,29367,29368],{},"デミス・ハサビス氏も会長兼チーフサイエンティストへ転換","することが伝わり、市場は経営体制刷新をネガティブサプライズと受け止めた（",[22,29371,12311],{"href":29372,"rel":29373},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202608060016\u002F",[26],[11,29375,29376],{},[33,29377,29378],{},"東京市場：半導体・電子部品が下落を主導、午後は自律反発",[11,29380,29381,29382,29385,29386,29390,29391,42],{},"この流れを受けた6日の日経平均は寄り付きから大幅安。前場終盤には一時",[33,29383,29384],{},"6万5000円を割り込む","場面があり、太陽誘電が10%超安となるなど電子部品・半導体株が下げを主導した（",[22,29387,315],{"href":29388,"rel":29389},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL061A8TW6A800C2000000\u002F",[26],"）。午後に入ると割安感からの買い戻しが入り下げ幅は縮小。終値617円安は前場引けの1033円安から半分程度に回復した。TOPIXは小幅高で引けており、指数の下落が一部の大型AI関連株に集中したことが分かる（",[22,29392,29395],{"href":29393,"rel":29394},"https:\u002F\u002Ffinance.biggo.com\u002Fnews\u002Fe43c541b-c167-49e5-a946-5a77c2762c10",[26],"Biggo Finance",[11,29397,29398,29399,29402],{},"円相場は東京17時時点で1ドル＝157円85〜86銭と小幅な円安で推移した（",[22,29400,315],{"href":29339,"rel":29401},[26],"）。協調介入後の157〜158円台という水準は維持されている。",[15,29404,45],{"id":45},[11,29406,29407],{},"今回の下落はアルファベットという特定銘柄の人材流出が引き金となった個別材料色が強く、NYダウが最高値を更新していることからも市場全体の崩れには至っていない。午後に下げ幅が半減したこともその現れだ。ただ、ドル円が157〜158円台という水準は輸入物価の押し下げには寄与するが、家計的には円安前（2025年以前）の水準よりまだ割高感が続いている点には変わりない。",[15,29409,51],{"id":51},[11,29411,29412],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29414},[29415,29416,29417],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-06","8月6日の日経平均は617円安の6万5683円で大引け。午前に1033円安まで拡大した下げ幅を午後に縮小した。前夜のナスダック急落の引き金は、グーグルで27年間AIを率いたジェフ・ディーン氏らの相次ぐ退社だった。",{},"\u002Freading\u002Farticles\u002F2026-08-06-nikkei-close-google-ai-shakeup","2026-08-06T20:00:00+09:00",{"title":29322,"description":29419},"reading\u002Farticles\u002F2026-08-06-nikkei-close-google-ai-shakeup",[73,164],"Fm16zZtiweEOgtNDqE6M2ReKVu3YTiw5FzvH1Y5RYRM",{"id":29428,"title":29429,"author":6,"body":29430,"category":62,"dataDate":6,"date":29418,"description":29481,"extension":65,"image":6,"meta":29482,"navigation":67,"path":29483,"publishedAt":29484,"seo":29485,"stem":29486,"tags":29487,"type":6,"updated":6,"__hash__":29488},"articles\u002Freading\u002Farticles\u002F2026-08-06-nikkei-semiconductor-selloff-morning.md","日経平均が前場で1033円安、AI・半導体株に売り—前夜のナスダック反落が波及",{"type":8,"value":29431,"toc":29476},[29432,29435,29437,29448,29459,29466,29468,29471,29473],[11,29433,29434],{},"8月6日の東京株式市場・前場は、AI・半導体関連株への売りが重しとなり、日経平均株価は前引けで前日比1033円77銭安の6万5266円67銭と3日ぶりに反落して終えた。",[15,29436,17],{"id":17},[11,29438,29439,29440,1793,29444,42],{},"現地5日（日本時間6日早朝）の米国市場では、NYダウが263ドル高と3日連続で終値ベースの最高値を更新した一方、ナスダック総合指数は221ポイント安に転じた。SOX（フィラデルフィア半導体株指数）も下落し、AMD・サンディスクなど半導体・AI関連銘柄が売られた（",[22,29441,1686],{"href":29442,"rel":29443},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260806\u002F864627.html",[26],[22,29445,2121],{"href":29446,"rel":29447},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202608060856",[26],[11,29449,29450,29451,1793,29455,42],{},"東京前場では、この流れを受けて太陽誘電、キオクシア、古河電工など半導体・電子部品株が下げを主導。内需株には押し目買いが入る場面もあったが、指数全体の下押しは続いた（",[22,29452,315],{"href":29453,"rel":29454},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL057M20V00C26A8000000\u002F",[26],[22,29456,1713],{"href":29457,"rel":29458},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F761514",[26],[11,29460,29461,29462,42],{},"ドル円相場は同時間帯に157円台半ばで推移した（",[22,29463,29295],{"href":29464,"rel":29465},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493503",[26],[15,29467,45],{"id":45},[11,29469,29470],{},"ダウが高値を更新する中でナスダック・半導体だけが売られる「ダウひとり旅」の構図は、AI投資への選別・慎重姿勢が広がりつつあるサインとも読める。NISAの成長投資枠でグロース株や半導体ETFを保有している場合、短期の値動きより「積み立てを止めないか」という判断に焦点を置くのが基本的なスタンスになる。",[15,29472,51],{"id":51},[11,29474,29475],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・指数の売買を推奨するものではなく、将来の株価や市況を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29477},[29478,29479,29480],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月6日前場、日経平均は1033円安で引け。前夜の米国市場でナスダックとSOX（半導体株）が反落した流れを受け、東京市場のAI・半導体関連株に売りが広がった。",{},"\u002Freading\u002Farticles\u002F2026-08-06-nikkei-semiconductor-selloff-morning","2026-08-06T13:00:00+09:00",{"title":29429,"description":29481},"reading\u002Farticles\u002F2026-08-06-nikkei-semiconductor-selloff-morning",[73,164],"oG9y509c0cBFD1jJ96-zO-OTd5vke0_9hJyeBY8Ey-Q",{"id":29490,"title":29491,"author":6,"body":29492,"category":62,"dataDate":6,"date":29418,"description":29590,"extension":65,"image":6,"meta":29591,"navigation":67,"path":29592,"publishedAt":29593,"seo":29594,"stem":29595,"tags":29596,"type":6,"updated":6,"__hash__":29597},"articles\u002Freading\u002Farticles\u002F2026-08-06-yen-intervention-157-import-inflation.md","ダウ5日連続最高値・ドル円157円台──日米協調介入後の円高は家計に追い風か",{"type":8,"value":29493,"toc":29585},[29494,29501,29503,29508,29533,29538,29570,29572,29580,29582],[11,29495,29496,29497,29500],{},"NYダウが8月5日（水）に前日比263ドル高で5日連続の最高値更新を達成した一方、国内では7月下旬以降の",[33,29498,29499],{},"日米協調為替介入","の効果でドル円が157円台で推移している。164円手前という約40年ぶりの歴史的円安から7円超の円高が進んだことで、輸入物価を通じた家計への恩恵への期待が出ているが、日米の金利差が縮まっていないため持続性は不透明だ。",[15,29502,17],{"id":17},[11,29504,29505],{},[33,29506,29507],{},"NYダウが5日連続最高値、S&P500・ナスダックは小幅反落",[11,29509,29510,29511,7361,29524,29527,29528,42],{},"8月5日のNYダウは前日比",[33,29512,29513,29514,29523],{},"263ドル高（+0.49%）",[33,29515,29516,29517,29522],{},"で引け、5日連続の史上最高値更新となった（",[22,29518,29521],{"href":29519,"rel":29520},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F05\u002Fstock-market-today-live-updates.html",[26],"CNBC, 2026-08-05","）。ディズニーやショッピファイなど主要企業の決算が市場予想を上回り、優良株中心に買いが続いた。一方でS&P500は同日","0.17%の小幅安",[33,29525,29526],{},"0.83%下落","と、前日までの4日続伸から小反落した（",[22,29529,29532],{"href":29530,"rel":29531},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-wednesday-august-5-dow-sp-500-nasdaq-oil-hormuz-093653327.html",[26],"Yahoo Finance, 2026-08-05",[11,29534,29535],{},[33,29536,29537],{},"日米協調介入でドル円が164円接近→157円台へ",[11,29539,29540,29541,29544,29545,29548,29549,29553,29554,29557,29558,29561,29562,29564,29565,42],{},"為替市場では、7月下旬に1ドル＝164円に迫った歴史的な円安水準を受け、7月30日夜に日本の財務省・日銀が単独で円買い介入を実施。翌7月31日にはニューヨーク連邦準備銀行を通じた",[33,29542,29543],{},"日米協調介入","が成立し、ドル円は一時",[33,29546,29547],{},"157円20銭台","まで急伸した（",[22,29550,29552],{"href":13863,"rel":29551},[26],"株帳, 2026-08-03","）。協調介入は2011年の東日本大震災直後以来",[33,29555,29556],{},"15年ぶり","、円買い方向では1998年以来",[33,29559,29560],{},"28年ぶり","の異例の対応だ。介入規模は日本側だけで6〜9.6兆円規模と推計されている（同）。8月5日時点のドル円は",[33,29563,13796],{},"で引けており、介入後の水準を概ね維持した形となっている（",[22,29566,29569],{"href":29567,"rel":29568},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F05\u002F101000",[26],"外為どっとコム, 2026-08-05",[15,29571,45],{"id":45},[11,29573,29574,29575,29579],{},"円高への修正は、輸入食品・エネルギー・日用品のコスト押し下げ方向に働く。164円前後が続いていた局面に比べると、157円台では輸入コストが軽くなる計算だ。ただし、専門家は「介入が変えるのは速度であって方向性ではない」と指摘しており（",[22,29576,29578],{"href":10531,"rel":29577},[26],"NRI, 2026-08-03","）、日米の金利差が大きいままである間は円安圧力が構造的に残る。円高が本格的に定着するかどうかは、今後のFRBの政策スタンスと日銀の追加利上げ観測がカギを握りそうだ。",[15,29581,51],{"id":51},[11,29583,29584],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・金利・物価の将来の動向を保証するものではなく、個別銘柄の売買を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29586},[29587,29588,29589],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"NYダウが5日連続で最高値を更新する一方、日米協調介入後のドル円は157円台で推移。164円超から7円超の円高が進み、輸入物価への押し下げ効果に期待が集まるが、日米金利差は縮まっておらず持続性には懸念も残る。",{},"\u002Freading\u002Farticles\u002F2026-08-06-yen-intervention-157-import-inflation","2026-08-06T09:00:00+09:00",{"title":29491,"description":29590},"reading\u002Farticles\u002F2026-08-06-yen-intervention-157-import-inflation",[236,73],"eNu1ztHPW4zokHwJxA6NG4nl3DwJleuRT_-Sla309KI",{"id":29599,"title":29600,"author":6,"body":29601,"category":62,"dataDate":6,"date":29691,"description":29692,"extension":65,"image":6,"meta":29693,"navigation":67,"path":29694,"publishedAt":29695,"seo":29696,"stem":29697,"tags":29698,"type":6,"updated":6,"__hash__":29699},"articles\u002Freading\u002Farticles\u002F2026-08-05-nikkei-ai-semiconductor-rally.md","日経平均2342円高・AIラリー復活——イビデンがストップ高、NISA口座への影響は",{"type":8,"value":29602,"toc":29686},[29603,29610,29612,29617,29625,29630,29647,29652,29663,29668,29676,29678,29681,29683],[11,29604,29605,29606,29609],{},"8月5日（水）の東京株式市場は、日米の好決算を材料に半導体・AI関連株が急反発。日経平均株価は前日比2,342円91銭高（＋3.66%）の",[33,29607,29608],{},"66,300円44銭","で大引けを迎えた。上昇幅は2,000円を超える大幅高だった。",[15,29611,17],{"id":17},[11,29613,29614],{},[33,29615,29616],{},"米国で相次ぐ好決算が火種",[11,29618,29619,29620,29624],{},"7月30〜31日の米国決算シーズンで、マイクロソフトが一時約17%高・アマゾンが約16%高と急騰し、AI向けクラウド需要の強さが改めて確認された（",[22,29621,315],{"href":29622,"rel":29623},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB050E9TV00C26A8000000\u002F",[26],"）。この流れを受けてフィラデルフィア半導体株指数（SOX）も前日比6.55%高と急伸し、東京市場への買い戻し材料となった。",[11,29626,29627],{},[33,29628,29629],{},"イビデンがストップ高・上昇率1位",[11,29631,29632,29633,29636,29637,29640,29641,29646],{},"AI向けICパッケージ基板を手掛けるイビデン（4062）は本日の東証プライム市場で",[33,29634,29635],{},"ストップ高","を付け、値上がり率首位となった。前日に公表した業績予想の修正で、純利益見通しを580億円から",[33,29638,29639],{},"840億円","へ大幅に引き上げるとともに、株式分割も同時発表した（",[22,29642,29645],{"href":29643,"rel":29644},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F80700\u002F",[26],"ゴールドオンライン","）。生成AI向けGPUに搭載されるパッケージ基板の需要急拡大が業績を押し上げている。",[11,29648,29649],{},[33,29650,29651],{},"日銀は1.0%据え置き・利上げ加速も示唆",[11,29653,29654,29655,29659,29660,42],{},"7月31日の日銀金融政策決定会合では政策金利を1.0%に据え置いた。一方、植田和男総裁は「金融環境が緩和的すぎると判断すれば、利上げのペースを速めることもあり得る」と発言し、物価上振れへの警戒感を示した（",[22,29656,315],{"href":29657,"rel":29658},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGKKZO97914060R00C26A8MM8000\u002F",[26],"）。日銀は2026年度の消費者物価上昇率見通しを前回の2.8%から**2.5%**へ小幅修正しつつも、「2%をはっきり上回る水準が続く」との判断を維持している（",[22,29661,940],{"href":938,"rel":29662},[26],[11,29664,29665],{},[33,29666,29667],{},"為替は157円台後半で推移",[11,29669,29670,29671,29675],{},"ドル円は本日の東京市場で157円台後半を中心に推移し、介入警戒感が引き続きくすぶった（",[22,29672,332],{"href":29673,"rel":29674},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375306",[26],"）。株高でリスクオン色が強まった局面でも円安一方向には動かず、神経質な展開が続いた。",[15,29677,45],{"id":45},[11,29679,29680],{},"今日の急騰は「米国決算→SOX急伸→国内AI関連株への波及」という図式で、NISA口座にインデックス（全世界株・S&P500・半導体ETF）を保有する個人投資家は評価額が伸びやすい局面だ。ただし、日銀が利上げ加速を排除しない姿勢を維持している点は見落とせない。CPI2.5%超が続く環境では住宅ローン変動金利への波及を含めた家計コストの上昇圧力が今後も残る。株高と物価高・金利高は同時並行で進むシナリオが当面の基本線と言えそうだ。",[15,29682,51],{"id":51},[11,29684,29685],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・業績を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29687},[29688,29689,29690],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-05","日米の好決算を受けて半導体・AI関連株が急反発。日経平均は66,300円台に乗せ、AIパッケージ基板のイビデンがストップ高と上昇率首位を記録した8月5日の相場を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-05-nikkei-ai-semiconductor-rally","2026-08-05T20:00:00+09:00",{"title":29600,"description":29692},"reading\u002Farticles\u002F2026-08-05-nikkei-ai-semiconductor-rally",[164,73],"mbjUUY_IAh4iRAv8RgkJTsVtit4uCPZFyAkhpUGKDp8",{"id":29701,"title":29702,"author":6,"body":29703,"category":62,"dataDate":6,"date":29691,"description":29742,"extension":65,"image":6,"meta":29743,"navigation":67,"path":29744,"publishedAt":29745,"seo":29746,"stem":29747,"tags":29748,"type":6,"updated":6,"__hash__":29749},"articles\u002Freading\u002Farticles\u002F2026-08-05-nikkei-surge-semiconductor-boj-rate-hike.md","日経平均が前場に1,900円超高の急伸｜半導体株に買い、日銀利上げ示唆で円高圧力も",{"type":8,"value":29704,"toc":29737},[29705,29708,29710,29719,29727,29729,29732,29734],[11,29706,29707],{},"5日の東京株式市場で日経平均株価は大幅続伸。前場終値は前日比1,903円47銭（+2.98%）高の6万5,861円と、米国株の大幅高を引き継いだリスクオン相場が続いている。一方、ベッセント米財務長官による日銀追加利上げ示唆発言が為替を動かし、輸出関連株には売り圧力もかかった。",[15,29709,17],{"id":17},[11,29711,29712,29713,29718],{},"前日（4日）のニューヨーク市場でフィラデルフィア半導体株指数（SOX）が6%超上昇し、AI・半導体への資金流入が鮮明となった。この流れを受け、東京市場でも",[22,29714,29717],{"href":29715,"rel":29716},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL0521H0V00C26A8000000\u002F",[26],"アドバンテスト・東京エレクトロンなど半導体関連株に買いが集中","（日経新聞）。イビデンは2027年3月期業績の上方修正を発表し、制限値幅上限まで急伸した。",[11,29720,29721,29722,29726],{},"為替面では、ドル円が一時157.958円まで円安が進んだ後、ベッセント米財務長官が「植田日銀総裁が必要な措置を講じると確信」と",[22,29723,29725],{"href":29567,"rel":29724},[26],"追加利上げを示唆する発言","（外為どっとコム）をしたことで円買いが入り、157円台前半まで戻す場面もあった。円高修正の流れを受け、三井物産・三菱商事・トヨタ自動車は下落した。",[15,29728,45],{"id":45},[11,29730,29731],{},"半導体・AI関連株は米国主導の買いで当面堅調が続きやすい局面だが、日銀の追加利上げが現実味を帯びれば、変動金利型の住宅ローン金利や預金金利にも徐々に影響が及ぶ可能性がある。円高が進む局面は輸入物価の抑制につながるため、家計の物価負担という観点では一定のプラス要因になりうる。",[15,29733,51],{"id":51},[11,29735,29736],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29738},[29739,29740,29741],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米国株高を受け日経平均が前場に前日比1,903円高（+2.98%）と大幅続伸。半導体関連株が牽引する一方、米財務長官の日銀利上げ示唆発言が円相場を押し上げ、商社・自動車株には逆風が吹いた。",{},"\u002Freading\u002Farticles\u002F2026-08-05-nikkei-surge-semiconductor-boj-rate-hike","2026-08-05T13:00:00+09:00",{"title":29702,"description":29742},"reading\u002Farticles\u002F2026-08-05-nikkei-surge-semiconductor-boj-rate-hike",[73,164],"4rNDW9ZLBehQ0pSy8lcCvpyyfyUKQ9RJFL0i14426Ic",{"id":29751,"title":29752,"author":6,"body":29753,"category":62,"dataDate":6,"date":29691,"description":29830,"extension":65,"image":6,"meta":29831,"navigation":67,"path":29832,"publishedAt":29833,"seo":29834,"stem":29835,"tags":29836,"type":6,"updated":6,"__hash__":29837},"articles\u002Freading\u002Farticles\u002F2026-08-05-us-stocks-record-yen-rally.md","米株が史上最高値・円は7円急伸──NISA外国株の円換算リターンに目を向けたい",{"type":8,"value":29754,"toc":29825},[29755,29758,29760,29772,29789,29792,29805,29811,29813,29820,29822],[11,29756,29757],{},"前夜（日本時間8月5日朝）の米国市場で主要3指数がそろって最高値を更新した。一方で円は先週末から約7円急伸し157円台を推移しており、ドル建て資産を保有する日本の個人投資家にとっては「株高」と「円高」が同時に進む状況を確認しておきたい局面だ。",[15,29759,17],{"id":17},[11,29761,29762,29763,374,29768,42],{},"8月4日（火）の米国株式市場は主要3指数がそろって史上最高値を更新した（",[22,29764,29767],{"href":29765,"rel":29766},"https:\u002F\u002Fwww.fool.com\u002Fcoverage\u002Fstock-market-today\u002F2026\u002F08\u002F04\u002Fstock-market-today-aug-4-s-and-p-500-and-dow-set-new-highs-on-easing-geopolitical-tensions\u002F",[26],"The Motley Fool",[22,29769,9428],{"href":29770,"rel":29771},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-aug-4-2026",[26],[443,29773,29774,29779,29784],{},[446,29775,29776,29778],{},[33,29777,7115],{},"：7,737（+1.79%）― 初めて7,700台に乗せた",[446,29780,29781,29783],{},[33,29782,7104],{},"：54,086（+907ドル、+1.71%）",[446,29785,29786,29788],{},[33,29787,6562],{},"：26,585（+2.59%）",[11,29790,29791],{},"背景は好調な企業決算と中東の地政学リスクの緩和。AI関連のPalantirが+29%と大幅高となったほか、Arista Networksも+11%と決算後に急伸した。",[11,29793,29794,29795,29798,29799,29804],{},"一方で",[33,29796,29797],{},"円相場は1ドル＝157円台前後","で推移（",[22,29800,29803],{"href":29801,"rel":29802},"https:\u002F\u002Fwww.exchangerates.org.uk\u002FUSD-JPY-spot-exchange-rates-history-2026.html",[26],"ExchangeRates.org.uk","）。7月28日につけた163.9円からおよそ7円の急伸となっており、1週間足らずでの大幅な円高進行だ。",[11,29806,29807,29808,42],{},"また、引け後の時間外取引ではAMDが-8%と急落。アドバンテスト（6857）や東京エレクトロン（8035）など国内半導体関連への影響が本日の東京市場で警戒される（",[22,29809,9428],{"href":29770,"rel":29810},[26],[15,29812,45],{"id":45},[11,29814,29815,29816,29819],{},"NISAで米国インデックスファンドを保有している場合、ドル建ての基準価額は最高値圏にあるが、",[33,29817,29818],{},"円換算では為替の影響を受けやすい","。1週間で7円規模の円高が進むと、ドル建て運用益の一部が相殺される点は意識しておきたい。国内では輸出企業（自動車・電機）の株価に重しとなりやすい半面、輸入物価の下押しを通じた物価安定効果も中長期で期待できる。次の米連邦公開市場委員会（FOMC）は9月15〜16日で、追加利上げの有無が円ドルの方向感に影響する見込みだ。",[15,29821,51],{"id":51},[11,29823,29824],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の相場や為替レートを保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29826},[29827,29828,29829],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8月4日の米国市場でS&P500が初めて7,700台に乗り最高値を更新。ただし先週末比で約7円の円急伸が進んでおり、ドル建て資産を持つNISA投資家にとっては「株高と通貨」の両面を確認したい局面だ。",{},"\u002Freading\u002Farticles\u002F2026-08-05-us-stocks-record-yen-rally","2026-08-05T09:00:00+09:00",{"title":29752,"description":29830},"reading\u002Farticles\u002F2026-08-05-us-stocks-record-yen-rally",[164,73],"yZkXd6c9ovw-ou1XwFuLeZ1hewjNCVzZsLaaSzxyfmE",{"id":29839,"title":29840,"author":6,"body":29841,"category":62,"dataDate":6,"date":29911,"description":29912,"extension":65,"image":6,"meta":29913,"navigation":67,"path":29914,"publishedAt":29915,"seo":29916,"stem":29917,"tags":29918,"type":6,"updated":6,"__hash__":29919},"articles\u002Freading\u002Farticles\u002F2026-08-04-nikkei-rebound-forex-intervention.md","日経平均202円高で反発――日米協調介入後の円安修正が自動車・商社の上値を抑える",{"type":8,"value":29842,"toc":29906},[29843,29850,29852,29855,29860,29867,29872,29885,29896,29898,29901,29903],[11,29844,29845,29846,29849],{},"8月4日（月）の東京株式市場で日経平均株価は前週末比202円63銭高の",[33,29847,29848],{},"6万3957円53銭","で取引を終えました。反発したものの上げ幅は限られ、「米株高の波に乗り切れない一日」という印象が残る相場でした。",[15,29851,17],{"id":17},[11,29853,29854],{},"週明けの東京市場を動かした材料は大きく二つです。",[11,29856,29857],{},[33,29858,29859],{},"① 米ハイテク株高の波及",[11,29861,29862,29863,42],{},"前週末の米国市場ではアルファベット（Googleの親会社）やマイクロソフトが好決算を背景に上昇し、ダウ平均が約1か月ぶりに史上最高値を更新しました。これを受け東京市場でも東京エレクトロンやキオクシアHDなどAI・半導体関連株に買いが広がり、指数を押し上げました（",[22,29864,315],{"href":29865,"rel":29866},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL040GH0U6A800C2000000\u002F",[26],[11,29868,29869],{},[33,29870,29871],{},"② 日米協調介入後の円安修正が輸出株の逆風に",[11,29873,29874,29875,29880,29881,42],{},"先週8月1日、日米両政府が2011年の東日本大震災後以来15年ぶりとなる協調為替介入を実施しました（",[22,29876,29879],{"href":29877,"rel":29878},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026080100340&g=eco",[26],"時事ドットコム","）。1ドル＝164円近くまで進んでいた歴史的な円安を是正する狙いで、介入後は円高方向に振れています。この円安修正を受けて自動車株・商社株を中心に売りが出て、株価指数全体の上値を抑えました（",[22,29882,315],{"href":29883,"rel":29884},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL040QATU6A800C2000000\u002F",[26],[11,29886,29887,29888,29892,29893,42],{},"日銀は7月31日の金融政策決定会合で政策金利を1.0%に据え置きましたが（",[22,29889,3419],{"href":29890,"rel":29891},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015186771000",[26],"）、植田総裁は円安による物価上振れリスクへの警戒感を強調しました。市場では9月会合での追加利上げ観測が前倒しで高まっています（",[22,29894,2246],{"href":28631,"rel":29895},[26],[15,29897,45],{"id":45},[11,29899,29900],{},"今週の為替の焦点は「協調介入後の円安修正がどこまで続くか」です。円高が進めば輸入物価の上昇圧力が和らぐため、食料品やエネルギー代に悩む家計には下押し材料となりえます。一方、9月利上げが現実味を帯びてくると変動型の住宅ローン金利の見直しサイクルに波及する可能性があり、借り入れがある方は今後の日銀の発言と為替の動きを引き続き注視する局面が続きそうです。",[15,29902,51],{"id":51},[11,29904,29905],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29907},[29908,29909,29910],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-04","8月4日の東京市場はAI・半導体株中心に買われ日経平均が反発。ただし日米協調介入で進む円安修正が輸出株の重荷となり、上昇幅は限定的だった。日銀の9月利上げ観測も浮上している。",{},"\u002Freading\u002Farticles\u002F2026-08-04-nikkei-rebound-forex-intervention","2026-08-04T20:00:00+09:00",{"title":29840,"description":29912},"reading\u002Farticles\u002F2026-08-04-nikkei-rebound-forex-intervention",[73,164],"ZC6Avohsy_3vETXoJbKTqYgmjEGAHTXyowsD8H4MbFM",{"id":29921,"title":29922,"author":6,"body":29923,"category":62,"dataDate":6,"date":29911,"description":29970,"extension":65,"image":6,"meta":29971,"navigation":67,"path":29972,"publishedAt":29973,"seo":29974,"stem":29975,"tags":29976,"type":6,"updated":6,"__hash__":29977},"articles\u002Freading\u002Farticles\u002F2026-08-04-two-year-yield-boj-oct-rate-hike.md","2年債利回りが31年ぶり高水準、日銀10月利上げ観測が浮上―変動型住宅ローンへの波及",{"type":8,"value":29924,"toc":29965},[29925,29933,29935,29943,29955,29957,29960,29962],[11,29926,29927,29928,42],{},"円買い介入が続くなか、8月4日前場の債券市場では2年国債利回りが1.540%と約31年ぶりの高水準に達した。前場の日経平均は前夜のダウ最高値更新を好感して上昇スタートしたが、追加介入による円高進行への警戒から上値が重く、「朝高後に弱もみ合い」で続落した（",[22,29929,29932],{"href":29930,"rel":29931},"https:\u002F\u002Fwww.newsweekjapan.jp\u002Farticles\u002F-\u002F330287",[26],"ニューズウィーク日本版",[15,29934,17],{"id":17},[11,29936,29937,29938,29942],{},"日本銀行は2026年6月に政策金利を0.75%から1.0%へ引き上げ（1995年以来31年ぶりの水準）。この利上げを受けて中期金利の上昇が続いており、新発2年国債利回りは7月下旬に1.500%と約31年ぶりの高さを記録し（",[22,29939,315],{"href":29940,"rel":29941},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL231JDTT20C26A7000000\u002F",[26],"）、8月4日前場にはさらに1.540%へ上昇した。",[11,29944,29945,29946,29949,29950,42],{},"市場では、円安・物価の上振れを背景に日銀が2026年10月にも追加利上げに踏み切るとの観測が強まっている（",[22,29947,315],{"href":29940,"rel":29948},[26],"）。住宅ローンの変動金利への影響については、日銀が利上げを決定した後に各銀行が金利改定を行う仕組みのため、10月利上げが実施されれば変動型の適用金利は2026年10月に引き上げられ、多くの既存借入者への月々の返済額反映は2027年1月以降になるとみられる（",[22,29951,29954],{"href":29952,"rel":29953},"https:\u002F\u002Fnews.mynavi.jp\u002Fpremium\u002Farticle\u002F20260616-4558553\u002F",[26],"マイナビニュース",[15,29956,45],{"id":45},[11,29958,29959],{},"2年債利回りの上昇は、市場が秋口の日銀追加利上げをほぼ織り込み始めたシグナルとも読める。円買い介入が輸入物価を抑える方向に働く一方で、政策金利の引き上げは変動型住宅ローン金利を直接押し上げるため、介入効果とは切り離して家計コストへの影響を整理しておきたい局面だ。",[15,29961,51],{"id":51},[11,29963,29964],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言・個別の住宅ローン助言ではありません。将来の金利動向を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":29966},[29967,29968,29969],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"円買い介入が続くなか前場の日経平均は朝高後に失速。2年国債利回りが約31年ぶりの高水準1.540%に達し、日銀の10月追加利上げ観測が強まっている。変動型住宅ローンを持つ家庭は秋口の金利改定を把握しておきたい局面だ。",{},"\u002Freading\u002Farticles\u002F2026-08-04-two-year-yield-boj-oct-rate-hike","2026-08-04T13:00:00+09:00",{"title":29922,"description":29970},"reading\u002Farticles\u002F2026-08-04-two-year-yield-boj-oct-rate-hike",[236,73],"hmF0opeJ_j1TVp9YCSNEB2o_9kGM9jwrHGmY3D198nQ",{"id":29979,"title":29980,"author":6,"body":29981,"category":62,"dataDate":6,"date":29911,"description":30025,"extension":65,"image":6,"meta":30026,"navigation":67,"path":30027,"publishedAt":30028,"seo":30029,"stem":30030,"tags":30031,"type":6,"updated":6,"__hash__":30032},"articles\u002Freading\u002Farticles\u002F2026-08-04-yen-intervention-155-level.md","日銀・政府、3日連続で円買い介入―ドル円は155円台まで急落",{"type":8,"value":29982,"toc":30020},[29983,29986,29988,30002,30010,30012,30015,30017],[11,29984,29985],{},"政府・日銀が3営業日連続で円買い介入に踏み切り、東京外国為替市場のドル円相場は一時155円20銭台まで急落しました。前夜（8月3日）の米国市場ではダウが693ドル超高で最高値を更新しており、円高・米株高という対照的な動きが重なっています。",[15,29987,17],{"id":17},[11,29989,29990,29991,29996,29997,42],{},"政府・日銀は8月4日朝の東京市場でも円買い・ドル売り介入を実施したとみられ、ドル円は157円台後半から一時155円20銭台まで急落しました（",[22,29992,29995],{"href":29993,"rel":29994},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F04\u002F073053",[26],"外為どっとコム、2026年8月4日","）。155円付近が強い下値支持として意識されており、「日米の通貨当局が円安阻止に向けて足並みをそろえるなか、1ドル＝155円をめぐる攻防が続く」状況です（",[22,29998,30001],{"href":29999,"rel":30000},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN013860R00C26A8000000\u002F",[26],"日本経済新聞、2026年8月4日",[11,30003,30004,30005,42],{},"前夜の米国市場（8月3日）では、トランプ大統領が対イラン大規模攻撃を中止して協議を再開すると発表したことで地政学リスクが後退。ISM製造業指数が市場予想を上回ったことも追い風となり、ダウ平均は693ドル高（終値53,178ドル）で最高値を更新、ナスダックも540ポイント高（終値25,913ポイント）と大幅続伸しました（",[22,30006,30009],{"href":30007,"rel":30008},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260804\u002F864244.html",[26],"財経新聞、2026年8月4日",[15,30011,45],{"id":45},[11,30013,30014],{},"円安が一服し155円台が維持されれば、輸入コストを通じた物価押し上げ圧力が和らぎやすくなります。一方、介入効果の持続性は不透明で、再び160円台へ戻るような展開になれば、エネルギー・食料品価格に改めて上昇圧力がかかる可能性があります。",[15,30016,51],{"id":51},[11,30018,30019],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・株価の将来の動向を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":30021},[30022,30023,30024],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"政府・日銀が3営業日連続で円買い介入を実施し、ドル円は一時155円台前半まで急落。米国では対イラン協議再開を好感してダウが最高値を更新した。",{},"\u002Freading\u002Farticles\u002F2026-08-04-yen-intervention-155-level","2026-08-04T09:00:00+09:00",{"title":29980,"description":30025},"reading\u002Farticles\u002F2026-08-04-yen-intervention-155-level",[236,73],"BTOPzx8WEOzRiSLN_XhyrcY-Y0i9SWMkWn5XnlKSZHs",{"id":30034,"title":30035,"author":6,"body":30036,"category":62,"dataDate":6,"date":30094,"description":30095,"extension":65,"image":6,"meta":30096,"navigation":67,"path":30097,"publishedAt":30098,"seo":30099,"stem":30100,"tags":30101,"type":6,"updated":6,"__hash__":30102},"articles\u002Freading\u002Farticles\u002F2026-08-03-japan-coordinated-fx-intervention.md","日米協調介入で円急騰・日経607円安――8月3日の市場総括",{"type":8,"value":30037,"toc":30089},[30038,30041,30043,30050,30058,30067,30079,30081,30084,30086],[11,30039,30040],{},"7月31日（木）に実施された15年ぶりの日米協調為替介入を受け、週明け8月3日の東京市場は波乱の展開となりました。ドル円は一時155円台まで急騰し、輸出関連株に売りが集まった日経平均株価は前週末比607円安で引けています。",[15,30042,17],{"id":17},[11,30044,30045,30046,42],{},"財務省と米財務省が7月31日に「円買い・ドル売り」の協調為替介入に踏み切りました。日米が協調して為替介入を実施するのは東日本大震災直後の2011年以来約15年ぶり、円買い方向の協調介入としては1998年6月以来28年ぶりとなります（",[22,30047,30049],{"href":13863,"rel":30048},[26],"株帳「日米協調為替介入 2026年8月 まとめ」",[11,30051,30052,30053,30057],{},"週明け8月3日の東京外国為替市場ではドル円が一時1ドル＝155円台前半まで上昇（円高）し、5月上旬以来の水準を付けました（",[22,30054,849],{"href":30055,"rel":30056},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F03\u002F102000",[26],"）。前週末は163円台後半で推移していたため、数日で8円超の急速な円高が進んだかたちです。",[11,30059,30060,30061,30066],{},"東京株式市場では円高による輸出企業の業績悪化懸念から自動車・半導体などに売りが集まり、日経平均株価は前週末比607円12銭（0.94%）安の6万3754円90銭で大引けとなりました（",[22,30062,30065],{"href":30063,"rel":30064},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL030AR0T00C26A8000000\u002F",[26],"日本経済新聞「東証大引け」","）。前場は一時1121円安まで売られる場面もありましたが、午後に下げ幅が縮小しました。",[11,30068,30069,30070,30074,30075,42],{},"なお日銀は7月末の金融政策決定会合で政策金利を1.0%に据え置いており（",[22,30071,315],{"href":30072,"rel":30073},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB310PN0R30C26A7000000\u002F",[26],"）、予想インフレ率はほぼ2%前後で推移しています（",[22,30076,28915],{"href":30077,"rel":30078},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F598126.html",[26],[15,30080,45],{"id":45},[11,30082,30083],{},"円高は輸入コストを押し下げる方向に働くため、食料品や日用品の価格上昇ペースが緩む可能性があります。2022年以降の急激な円安が家計の負担を積み上げてきた流れからすると、155円台への円高進行は輸入物価面でのプラス材料と言えます。一方、NISAで外貨建てファンドを積み立てているかたは、円換算の評価額が目先下がりやすい局面でもあるため、短期の値動きに動じず積立ペースを維持するのが基本的な考え方です。",[15,30085,51],{"id":51},[11,30087,30088],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の為替・株価・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":30090},[30091,30092,30093],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-03","7月31日の15年ぶり日米協調為替介入を受け、週明けドル円は一時155円台へ急騰。日経平均は輸出株中心に607円安で終値。円高が家計の物価へ与える影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-03-japan-coordinated-fx-intervention","2026-08-03T20:00:00+09:00",{"title":30035,"description":30095},"reading\u002Farticles\u002F2026-08-03-japan-coordinated-fx-intervention",[73,236],"tknI_jEG18JAOCkL7APN4qeD55-DU5zZR_BY9ww1meg",{"id":30104,"title":30105,"author":6,"body":30106,"category":62,"dataDate":6,"date":30094,"description":30164,"extension":65,"image":6,"meta":30165,"navigation":67,"path":30166,"publishedAt":30167,"seo":30168,"stem":30169,"tags":30170,"type":6,"updated":6,"__hash__":30171},"articles\u002Freading\u002Farticles\u002F2026-08-03-japan-us-fx-intervention-yen-surge.md","日米協調介入が正式発表、前場のドル円は155円台・日経平均は1100円超安",{"type":8,"value":30107,"toc":30159},[30108,30111,30113,30126,30149,30151,30154,30156],[11,30109,30110],{},"7月下旬に164円に迫っていたドル円相場が、日米当局の介入を経て155円台まで急速に円高が進んだ。片山財務相とベッセント米財務長官が8月3日朝に協調介入の事実を正式発表し、追加介入もためらわない姿勢を示したことで、東京市場前場は円高進行と輸出株売りが重なり荒れた展開となった。",[15,30112,17],{"id":17},[11,30114,30115,30119,30120,30125],{},[22,30116,30118],{"href":13863,"rel":30117},[26],"7月30日夜に日本が単独で円買い介入（推計6〜9兆円）を実施","し、その翌31日夜にはNY市場で米財務省も参戦して日米協調介入が成立した。円買い方向での協調介入は",[22,30121,30124],{"href":30122,"rel":30123},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F2c273483da4746d96aee664e26fb3883bec8013e",[26],"1998年のアジア通貨危機以来28年ぶり","の異例の連携で、2025年9月の日米財務大臣共同声明で事前に枠組みが整備されていたとされる。",[11,30127,30128,30129,374,30134,30138,30139,30144,30145,42],{},"8月3日前場のドル円は一時1ドル＝155円台前半まで急騰し、5月上旬以来の円高水準となった（出典：",[22,30130,30133],{"href":30131,"rel":30132},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F375044",[26],"みんかぶFX 8月3日12:09",[22,30135,2121],{"href":30136,"rel":30137},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202608030025",[26],"）。円高を受けた輸出企業の業績懸念から売りが先行し、",[22,30140,30143],{"href":30141,"rel":30142},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F760602",[26],"東証株価指数（TOPIX）は前週末比2.17%安、日経平均株価は前引けで前週末比1121円51銭安の6万3240円51銭と3日ぶりの大幅反落","となった。下げ幅は一時1600円を超えた（出典：",[22,30146,315],{"href":30147,"rel":30148},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL030AZ0T00C26A8000000\u002F",[26],[15,30150,45],{"id":45},[11,30152,30153],{},"ドル円が155〜157円台で落ち着けば、輸入品価格の下押し要因となり食品・エネルギーなど家計の物価高に対して短期的な緩和効果が出やすい。一方で、今回の急激な円高は輸出企業の収益見通しに逆風となるため、日本株インデックスを保有している場合は当面の値動きへの注意が必要だ。",[15,30155,51],{"id":51},[11,30157,30158],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の相場・物価の動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":30160},[30161,30162,30163],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月31日の日米協調円買い介入が8月3日朝に正式発表され、ドル円は前週末比4円超の円高となる一時155円台に急騰。日経平均前場は1121円安となった。",{},"\u002Freading\u002Farticles\u002F2026-08-03-japan-us-fx-intervention-yen-surge","2026-08-03T13:00:00+09:00",{"title":30105,"description":30164},"reading\u002Farticles\u002F2026-08-03-japan-us-fx-intervention-yen-surge",[73,236],"nhdUIVUeZbE6wx9BSdjL2MBEkIE8g8XAfzK9Y4CuUrQ",{"id":30173,"title":30174,"author":6,"body":30175,"category":62,"dataDate":6,"date":30094,"description":30369,"extension":65,"image":6,"meta":30370,"navigation":67,"path":30371,"publishedAt":30372,"seo":30373,"stem":30374,"tags":30375,"type":6,"updated":6,"__hash__":30376},"articles\u002Freading\u002Farticles\u002F2026-08-03-amazon-surge-apple-drop-bigtech-earnings.md","アマゾン+15%急騰・アップル-7%急落——7月末の米ビッグテック決算と円安157円台",{"type":8,"value":30176,"toc":30364},[30177,30180,30182,30187,30201,30212,30217,30299,30311,30325,30330,30354,30356,30359,30361],[11,30178,30179],{},"7月31日（金）の米国株式市場は、アマゾン・マイクロソフト・アルファベット（グーグル）など主要テック企業の4〜6月期（Q2）決算が出揃い、銘柄間で大きく明暗が分かれた。週明け月曜（8月3日）の東京市場はこの結果を受けて始まる。",[15,30181,17],{"id":17},[11,30183,30184],{},[33,30185,30186],{},"米国株式市場（7月31日終値）",[443,30188,30189,30195,30198],{},[446,30190,29013,30191,30194],{},[33,30192,30193],{},"5万2,485ドル","（前日比+277ドル、+0.53%）",[446,30196,30197],{},"S&P 500：前日比**+0.7%**",[446,30199,30200],{},"ナスダック100：同**+0.6%**",[11,30202,30203,30204,30206,30207,42],{},"ただし月間では S&P 500 が**−0.1%",[33,30205,7361],{},"−3.2%**と振るわなかった（出典：",[22,30208,30211],{"href":30209,"rel":30210},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F31\u002Fapple-aapl-amazon-amzn-stock-today.html",[26],"CNBC – Apple AAPL, Amazon AMZN stock today",[11,30213,30214],{},[33,30215,30216],{},"主要銘柄の騰落（7月31日）",[2752,30218,30219,30232],{},[2755,30220,30221],{},[2758,30222,30223,30226,30229],{},[2761,30224,30225],{},"銘柄",[2761,30227,30228],{},"騰落率",[2761,30230,30231],{},"主な材料",[2768,30233,30234,30247,30260,30273,30286],{},[2758,30235,30236,30239,30244],{},[2773,30237,30238],{},"アマゾン（AMZN）",[2773,30240,30241],{},[33,30242,30243],{},"+15.6%",[2773,30245,30246],{},"Q2が市場予想を上回り、AI向け設備投資を2000億→2200億ドルへ積み増し",[2758,30248,30249,30252,30257],{},[2773,30250,30251],{},"アルファベット（GOOGL）",[2773,30253,30254],{},[33,30255,30256],{},"+7.1%",[2773,30258,30259],{},"Q2決算が予想超え",[2758,30261,30262,30265,30270],{},[2773,30263,30264],{},"エヌビディア（NVDA）",[2773,30266,30267],{},[33,30268,30269],{},"+3.5%",[2773,30271,30272],{},"AI需要継続への期待",[2758,30274,30275,30278,30283],{},[2773,30276,30277],{},"マイクロソフト（MSFT）",[2773,30279,30280],{},[33,30281,30282],{},"+8%超",[2773,30284,30285],{},"Q4が市場予想を大幅に超え、AI クラウドが主因",[2758,30287,30288,30291,30296],{},[2773,30289,30290],{},"アップル（AAPL）",[2773,30292,30293],{},[33,30294,30295],{},"−7.3%",[2773,30297,30298],{},"Q2のEPSは予想超えも、次期Q3ガイダンス（売上成長9〜11%）が市場予想（12%）を下回った",[11,30300,508,30301,1793,30306],{},[22,30302,30305],{"href":30303,"rel":30304},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Ftech-earnings-today-apple-amazon-165516652.html",[26],"Yahoo Finance – Tech Earnings Today",[22,30307,30310],{"href":30308,"rel":30309},"https:\u002F\u002Fwww.tradingkey.com\u002Fanalysis\u002Fstocks\u002Fus-stocks\u002F262067315-big-tech-earnings-scorecard-microsoft-amazon-apple-july-31-2026-tradingkey",[26],"TradingKey – Big Tech Earnings Scorecard",[11,30312,30313,30314,30319,30320,42],{},"アマゾンはアンディ・ジャシーCEOが決算説明会でAWS（クラウド）のAI需要が2028年まで拡大し続けるとの見通しを示し、年間設備投資を2200億ドルに引き上げると発表した（出典：",[22,30315,30318],{"href":30316,"rel":30317},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F30\u002Famazon-amzn-q2-earnings-report-2026.html",[26],"CNBC – Amazon AMZN Q2 Earnings 2026","）。アマゾン・マイクロソフト・アルファベット3社合計で週間に約1.5兆ドルの時価総額が増加した（出典：",[22,30321,30324],{"href":30322,"rel":30323},"https:\u002F\u002Fwww.benzinga.com\u002Fmarkets\u002Ftech\u002F26\u002F08\u002F60861868\u002Fconsumer-tech-july-27-31-ai-boom-drives-tech-earnings-as-apple-amazon-lead-markets-more",[26],"Benzinga – Consumer Tech July 27-31",[11,30326,30327],{},[33,30328,30329],{},"為替・金利",[443,30331,30332,30343],{},[446,30333,6470,30334,30337,30338,1714],{},[33,30335,30336],{},"157円40銭台","（8月2日時点、出典：",[22,30339,30342],{"href":30340,"rel":30341},"https:\u002F\u002Fwww.investing.com\u002Fcurrencies\u002Fusd-jpy-historical-data",[26],"Investing.com USD\u002FJPY Historical Data",[446,30344,30345,30346,30349,30350,1714],{},"米10年国債利回り：",[33,30347,30348],{},"約4.73〜4.75%","（高止まり継続、出典：",[22,30351,30353],{"href":29276,"rel":30352},[26],"Trading Economics – US Government Bond Yield",[15,30355,45],{"id":45},[11,30357,30358],{},"アマゾン・マイクロソフト・アルファベット・エヌビディアはいずれも S&P 500 や全世界株式インデックスの上位構成銘柄であり、NISAの積立投資を通じてこれらに間接保有している人は少なくない。今回のAI設備投資加速が材料となった急騰は、インデックス全体への追い風になりうる一方、7月月間ではナスダックが−3.2%と下落しており、テックセクター全体が一方向に動いているわけではない。ドル円が157円台で推移する局面では、円建ての評価額が押し上げられやすいが、日銀の追加利上げ観測（現在の政策金利1.0%から年内にも1.25%へとの見方あり）による円高転換には注意しておきたい。",[15,30360,51],{"id":51},[11,30362,30363],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・為替・指数の動向を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":30365},[30366,30367,30368],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月31日の米国市場でアマゾンが約15.6%急騰、アップルが7%超下落。AI投資拡大の本格化がS&P500・全世界株インデックスを通じて日本の個人投資家にも影響を与えている。",{},"\u002Freading\u002Farticles\u002F2026-08-03-amazon-surge-apple-drop-bigtech-earnings","2026-08-03T09:00:00+09:00",{"title":30174,"description":30369},"reading\u002Farticles\u002F2026-08-03-amazon-surge-apple-drop-bigtech-earnings",[164,74],"vWTmfEy_GLzS6I3nAme-kyNXd4avggtyC58Wtp8eJro",{"id":30378,"title":30379,"author":6,"body":30380,"category":62,"dataDate":6,"date":30458,"description":30459,"extension":65,"image":6,"meta":30460,"navigation":67,"path":30461,"publishedAt":30462,"seo":30463,"stem":30464,"tags":30465,"type":6,"updated":6,"__hash__":30466},"articles\u002Freading\u002Farticles\u002F2026-08-02-june-cpi-food-price-paradox.md","電気代・コメは下がったのに食費は上がる──6月CPIから読む家計物価の現在地",{"type":8,"value":30381,"toc":30453},[30382,30385,30387,30399,30415,30438,30440,30448,30450],[11,30383,30384],{},"電気代は下がり、コメも値を落としているのに、なぜ食費の負担感が和らがないのか──。総務省が7月24日に発表した6月の全国消費者物価指数は、そのパラドックスを数字で示している。",[15,30386,17],{"id":17},[11,30388,30389,30394,30395,30398],{},[22,30390,30393],{"href":30391,"rel":30392},"https:\u002F\u002Fwww.soumu.go.jp\u002Fmenu_news\u002Fs-news\u002F01toukei08_01000347.html",[26],"総務省が7月24日に発表した","2026年6月の全国消費者物価指数（CPI・2020年基準）は、総合で前年同月比**+1.7%",[33,30396,30397],{},"（5月+1.5%から加速）、生鮮食品を除くコアCPIは","+1.6%**と5か月連続で日銀の目標である2%を下回った。",[11,30400,30401,30402,30405,30406,30409,30410,42],{},"個別品目に目を向けると、コメ類は**-8.7%",[33,30403,30404],{},"、電気代は","-1.7%",[33,30407,30408],{},"、都市ガス代は","-3.4%**と、エネルギー・主食は値下がりしている（",[22,30411,30414],{"href":30412,"rel":30413},"https:\u002F\u002Fwww.all-senmonka.jp\u002Fmoneyizm\u002Fnews\u002F315861\u002F",[26],"MONEYIZM",[11,30416,30417,30418,30421,30422,30425,30426,30429,30430,30433,30434,42],{},"一方で、生鮮食品を除く食料は**+3.1%",[33,30419,30420],{},"の上昇。品目別では、コーヒー豆（","+23.3%",[33,30423,30424],{},"）、まぐろ（","+17.9%",[33,30427,30428],{},"）、弁当（","+10.6%",[33,30431,30432],{},"）、肉類（","+4.3%**）など、加工コストや流通費が乗りやすい品目の上昇が目立つ（",[22,30435,10427],{"href":30436,"rel":30437},"https:\u002F\u002Fwww.nli-research.co.jp\u002Freport\u002Fdetail\u002Fid=86329?mobileapp=1&site=nli",[26],[15,30439,45],{"id":45},[11,30441,30442,30443,30447],{},"電気代補助や昨年来のコメ価格調整が数値を下押しする一方、円安局面に仕入れた原材料を抱えた食品・外食メーカーの価格転嫁が続いている形だ。今週ドル円は157円台まで円高が進んでおり（",[22,30444,849],{"href":30445,"rel":30446},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F02\u002F060200",[26],"）、輸入コストの上昇圧力は緩む方向にあるが、小売価格への反映には数か月のタイムラグがあるため、夏の家計改善はゆっくりとしたペースになりそうだ。",[15,30449,51],{"id":51},[11,30451,30452],{},"本記事は情報提供を目的としたもので、投資助言ではありません。物価の今後の動向を予測・保証するものではなく、個別の消費・投資行動を推奨しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":30454},[30455,30456,30457],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-02","2026年6月のコアCPIは前年比+1.6%と2%未満が5か月続く。電気代（-1.7%）やコメ（-8.7%）は下落したが、コーヒー豆（+23.3%）・弁当（+10.6%）・肉類（+4.3%）など加工食品の値上がりが家計を直撃する構造は続いている。",{},"\u002Freading\u002Farticles\u002F2026-08-02-june-cpi-food-price-paradox","2026-08-02T20:00:00+09:00",{"title":30379,"description":30459},"reading\u002Farticles\u002F2026-08-02-june-cpi-food-price-paradox",[236],"0_GLA5GjocXul2sBWTWvxOWoNyi2olYp3YHbAEZc8aI",{"id":30468,"title":30469,"author":6,"body":30470,"category":73,"dataDate":6,"date":30458,"description":40059,"extension":65,"image":6,"meta":40060,"navigation":67,"path":40061,"publishedAt":40062,"seo":40063,"stem":40064,"tags":40065,"type":6,"updated":6,"__hash__":40066},"articles\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0807.md","決算発表予定リスト（8\u002F7(金)・680社）",{"type":8,"value":30471,"toc":40054},[30472,30479,30483,40033,40039,40041,40050,40052],[11,30473,30474,30478],{},[22,30475,30477],{"href":30476},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings\u002F","今週の注目決算まとめ（2026\u002F8\u002F3週）"," の全リストのうち、8\u002F7(金)分（680社）です。発表日・時刻順に掲載しています。「--」は時刻未定です。",[15,30480,30482],{"id":30481},"_87金の発表予定680社","8\u002F7(金)の発表予定（680社）",[13939,30484,30485],{},[2752,30486,30487,30501],{},[2755,30488,30489],{},[2758,30490,30491,30493,30495,30497,30499],{},[2761,30492,14052],{},[2761,30494,14055],{},[2761,30496,14058],{},[2761,30498,14061],{},[2761,30500,13952],{},[2768,30502,30503,30519,30534,30548,30562,30576,30590,30604,30618,30632,30646,30660,30674,30688,30702,30716,30730,30744,30758,30772,30786,30800,30814,30828,30842,30856,30870,30884,30898,30912,30926,30940,30954,30968,30982,30996,31010,31024,31038,31052,31066,31080,31094,31108,31122,31136,31150,31164,31178,31192,31206,31220,31234,31248,31262,31276,31290,31304,31318,31332,31346,31360,31374,31388,31402,31416,31430,31444,31458,31472,31486,31500,31514,31528,31542,31556,31568,31582,31596,31610,31624,31638,31653,31667,31681,31695,31709,31723,31737,31751,31765,31779,31793,31807,31821,31836,31850,31864,31878,31892,31906,31920,31934,31948,31962,31976,31990,32004,32018,32032,32046,32060,32074,32088,32102,32116,32130,32144,32158,32172,32186,32200,32214,32228,32242,32256,32270,32284,32298,32312,32326,32340,32354,32368,32382,32396,32410,32424,32438,32452,32466,32480,32494,32508,32522,32536,32550,32564,32578,32592,32607,32621,32635,32649,32663,32677,32691,32705,32719,32733,32747,32761,32775,32789,32803,32817,32831,32845,32859,32873,32887,32901,32915,32929,32943,32957,32971,32985,32999,33013,33027,33041,33055,33069,33083,33097,33111,33125,33139,33153,33167,33181,33195,33209,33223,33237,33251,33265,33279,33293,33307,33321,33335,33349,33363,33377,33391,33405,33419,33433,33447,33461,33475,33489,33503,33517,33531,33545,33559,33573,33586,33600,33614,33628,33642,33656,33670,33684,33698,33712,33726,33740,33754,33768,33782,33796,33810,33824,33838,33852,33866,33880,33894,33908,33922,33936,33950,33964,33978,33992,34006,34020,34034,34048,34062,34076,34090,34104,34118,34132,34146,34160,34174,34188,34202,34216,34230,34244,34258,34272,34286,34300,34314,34328,34342,34356,34370,34384,34398,34412,34426,34440,34454,34468,34482,34496,34510,34524,34538,34552,34566,34580,34594,34608,34622,34636,34650,34664,34678,34692,34706,34720,34734,34748,34762,34776,34790,34804,34818,34832,34846,34860,34874,34888,34902,34916,34930,34944,34958,34972,34986,35000,35014,35026,35040,35054,35068,35082,35096,35110,35124,35138,35152,35166,35180,35194,35208,35222,35236,35250,35264,35278,35292,35306,35320,35334,35348,35362,35376,35390,35404,35418,35432,35446,35460,35474,35488,35502,35516,35530,35544,35558,35572,35586,35600,35614,35628,35642,35656,35670,35684,35698,35712,35726,35740,35754,35768,35782,35796,35810,35824,35838,35852,35866,35880,35894,35908,35922,35936,35950,35964,35978,35992,36006,36020,36034,36048,36062,36076,36090,36104,36118,36132,36146,36160,36174,36188,36202,36216,36230,36244,36258,36272,36286,36300,36314,36328,36342,36356,36370,36384,36398,36412,36426,36440,36454,36468,36482,36496,36510,36524,36538,36552,36566,36580,36594,36608,36622,36636,36650,36664,36678,36692,36706,36720,36734,36748,36762,36776,36790,36804,36818,36832,36846,36860,36874,36888,36902,36916,36930,36944,36958,36972,36986,37000,37014,37028,37042,37056,37070,37084,37098,37112,37126,37140,37154,37168,37182,37196,37210,37224,37238,37252,37266,37280,37294,37308,37322,37336,37350,37365,37379,37393,37407,37421,37435,37449,37463,37477,37491,37505,37519,37533,37547,37561,37575,37589,37603,37617,37631,37645,37659,37673,37687,37701,37715,37729,37743,37757,37771,37785,37799,37814,37828,37842,37856,37870,37884,37898,37912,37926,37940,37954,37968,37982,37996,38010,38024,38038,38052,38066,38080,38094,38108,38122,38136,38150,38164,38178,38192,38206,38220,38234,38248,38262,38276,38290,38304,38318,38332,38346,38360,38374,38388,38402,38416,38430,38444,38458,38472,38486,38500,38514,38528,38542,38556,38570,38584,38598,38612,38626,38640,38654,38668,38682,38696,38710,38724,38738,38752,38766,38780,38794,38808,38822,38836,38850,38864,38878,38892,38906,38920,38934,38948,38962,38976,38990,39004,39018,39032,39046,39060,39074,39088,39102,39116,39130,39144,39158,39172,39186,39200,39214,39228,39242,39256,39270,39284,39298,39312,39326,39340,39354,39368,39382,39396,39410,39424,39438,39452,39466,39481,39495,39510,39524,39538,39552,39566,39580,39594,39608,39622,39636,39650,39664,39678,39692,39706,39720,39734,39748,39762,39776,39791,39806,39820,39834,39848,39862,39876,39890,39904,39918,39933,39947,39962,39977,39991,40005,40019],{},[2758,30504,30505,30508,30511,30514,30517],{},[2773,30506,30507],{},"8\u002F7(金)",[2773,30509,30510],{},"09:00",[2773,30512,30513],{},"1820",[2773,30515,30516],{},"西松建設",[2773,30518,13976],{},[2758,30520,30521,30523,30526,30529,30532],{},[2773,30522,30507],{},[2773,30524,30525],{},"09:30",[2773,30527,30528],{},"5969",[2773,30530,30531],{},"ロブテックス",[2773,30533,13976],{},[2758,30535,30536,30538,30540,30543,30546],{},[2773,30537,30507],{},[2773,30539,17710],{},[2773,30541,30542],{},"2815",[2773,30544,30545],{},"アリアケジャパン",[2773,30547,13976],{},[2758,30549,30550,30552,30554,30557,30560],{},[2773,30551,30507],{},[2773,30553,17710],{},[2773,30555,30556],{},"5076",[2773,30558,30559],{},"インフロニア・ホールディングス",[2773,30561,13976],{},[2758,30563,30564,30566,30568,30571,30574],{},[2773,30565,30507],{},[2773,30567,23658],{},[2773,30569,30570],{},"3563",[2773,30572,30573],{},"ＦＯＯＤ　＆　ＬＩＦＥ　ＣＯＭＰＡＮＩＥＳ",[2773,30575,14110],{},[2758,30577,30578,30580,30582,30585,30588],{},[2773,30579,30507],{},[2773,30581,17725],{},[2773,30583,30584],{},"1921",[2773,30586,30587],{},"巴コーポレーション",[2773,30589,13976],{},[2758,30591,30592,30594,30596,30599,30602],{},[2773,30593,30507],{},[2773,30595,17725],{},[2773,30597,30598],{},"2162",[2773,30600,30601],{},"ｎｍｓ　ホールディングス",[2773,30603,13976],{},[2758,30605,30606,30608,30610,30613,30616],{},[2773,30607,30507],{},[2773,30609,17725],{},[2773,30611,30612],{},"2270",[2773,30614,30615],{},"雪印メグミルク",[2773,30617,13976],{},[2758,30619,30620,30622,30624,30627,30630],{},[2773,30621,30507],{},[2773,30623,17725],{},[2773,30625,30626],{},"3405",[2773,30628,30629],{},"クラレ",[2773,30631,13965],{},[2758,30633,30634,30636,30638,30641,30644],{},[2773,30635,30507],{},[2773,30637,17725],{},[2773,30639,30640],{},"4061",[2773,30642,30643],{},"デンカ",[2773,30645,13976],{},[2758,30647,30648,30650,30652,30655,30658],{},[2773,30649,30507],{},[2773,30651,17725],{},[2773,30653,30654],{},"5105",[2773,30656,30657],{},"ＴＯＹＯ　ＴＩＲＥ",[2773,30659,13965],{},[2758,30661,30662,30664,30666,30669,30672],{},[2773,30663,30507],{},[2773,30665,17725],{},[2773,30667,30668],{},"5237",[2773,30670,30671],{},"ノザワ",[2773,30673,13976],{},[2758,30675,30676,30678,30680,30683,30686],{},[2773,30677,30507],{},[2773,30679,14203],{},[2773,30681,30682],{},"1301",[2773,30684,30685],{},"極洋",[2773,30687,13976],{},[2758,30689,30690,30692,30694,30697,30700],{},[2773,30691,30507],{},[2773,30693,14203],{},[2773,30695,30696],{},"1860",[2773,30698,30699],{},"戸田建設",[2773,30701,13976],{},[2758,30703,30704,30706,30708,30711,30714],{},[2773,30705,30507],{},[2773,30707,14203],{},[2773,30709,30710],{},"1897",[2773,30712,30713],{},"金下建設",[2773,30715,13965],{},[2758,30717,30718,30720,30722,30725,30728],{},[2773,30719,30507],{},[2773,30721,14203],{},[2773,30723,30724],{},"1994",[2773,30726,30727],{},"高橋カーテンウォール工業",[2773,30729,13965],{},[2758,30731,30732,30734,30736,30739,30742],{},[2773,30733,30507],{},[2773,30735,14203],{},[2773,30737,30738],{},"253A",[2773,30740,30741],{},"ＥＴＳグループ",[2773,30743,14110],{},[2758,30745,30746,30748,30750,30753,30756],{},[2773,30747,30507],{},[2773,30749,14203],{},[2773,30751,30752],{},"3109",[2773,30754,30755],{},"シキボウ",[2773,30757,13976],{},[2758,30759,30760,30762,30764,30767,30770],{},[2773,30761,30507],{},[2773,30763,14203],{},[2773,30765,30766],{},"6294",[2773,30768,30769],{},"オカダアイヨン",[2773,30771,13976],{},[2758,30773,30774,30776,30778,30781,30784],{},[2773,30775,30507],{},[2773,30777,14203],{},[2773,30779,30780],{},"6330",[2773,30782,30783],{},"東洋エンジニアリング",[2773,30785,13976],{},[2758,30787,30788,30790,30792,30795,30798],{},[2773,30789,30507],{},[2773,30791,14203],{},[2773,30793,30794],{},"6460",[2773,30796,30797],{},"セガサミーホールディングス",[2773,30799,13976],{},[2758,30801,30802,30804,30806,30809,30812],{},[2773,30803,30507],{},[2773,30805,14203],{},[2773,30807,30808],{},"6638",[2773,30810,30811],{},"ミマキエンジニアリング",[2773,30813,13976],{},[2758,30815,30816,30818,30820,30823,30826],{},[2773,30817,30507],{},[2773,30819,14203],{},[2773,30821,30822],{},"7012",[2773,30824,30825],{},"川崎重工業",[2773,30827,13976],{},[2758,30829,30830,30832,30834,30837,30840],{},[2773,30831,30507],{},[2773,30833,14203],{},[2773,30835,30836],{},"7944",[2773,30838,30839],{},"ローランド",[2773,30841,13965],{},[2758,30843,30844,30846,30848,30851,30854],{},[2773,30845,30507],{},[2773,30847,14203],{},[2773,30849,30850],{},"9423",[2773,30852,30853],{},"フォーバル・リアルストレート",[2773,30855,13976],{},[2758,30857,30858,30860,30862,30865,30868],{},[2773,30859,30507],{},[2773,30861,14203],{},[2773,30863,30864],{},"9896",[2773,30866,30867],{},"ＪＫホールディングス",[2773,30869,13976],{},[2758,30871,30872,30874,30876,30879,30882],{},[2773,30873,30507],{},[2773,30875,14288],{},[2773,30877,30878],{},"1802",[2773,30880,30881],{},"大林組",[2773,30883,13976],{},[2758,30885,30886,30888,30890,30893,30896],{},[2773,30887,30507],{},[2773,30889,14288],{},[2773,30891,30892],{},"1979",[2773,30894,30895],{},"大氣社",[2773,30897,13976],{},[2758,30899,30900,30902,30904,30907,30910],{},[2773,30901,30507],{},[2773,30903,14288],{},[2773,30905,30906],{},"2602",[2773,30908,30909],{},"日清オイリオグループ",[2773,30911,13976],{},[2758,30913,30914,30916,30918,30921,30924],{},[2773,30915,30507],{},[2773,30917,14288],{},[2773,30919,30920],{},"3423",[2773,30922,30923],{},"エスイー",[2773,30925,13976],{},[2758,30927,30928,30930,30932,30935,30938],{},[2773,30929,30507],{},[2773,30931,14288],{},[2773,30933,30934],{},"3774",[2773,30936,30937],{},"インターネットイニシアティブ",[2773,30939,13976],{},[2758,30941,30942,30944,30946,30949,30952],{},[2773,30943,30507],{},[2773,30945,14288],{},[2773,30947,30948],{},"4169",[2773,30950,30951],{},"ＥＮＥＣＨＡＮＧＥ",[2773,30953,13976],{},[2758,30955,30956,30958,30960,30963,30966],{},[2773,30957,30507],{},[2773,30959,14288],{},[2773,30961,30962],{},"4492",[2773,30964,30965],{},"ゼネテック",[2773,30967,13976],{},[2758,30969,30970,30972,30974,30977,30980],{},[2773,30971,30507],{},[2773,30973,14288],{},[2773,30975,30976],{},"6803",[2773,30978,30979],{},"ティアック",[2773,30981,13976],{},[2758,30983,30984,30986,30988,30991,30994],{},[2773,30985,30507],{},[2773,30987,14288],{},[2773,30989,30990],{},"8025",[2773,30992,30993],{},"ツカモトコーポレーション",[2773,30995,13976],{},[2758,30997,30998,31000,31002,31005,31008],{},[2773,30999,30507],{},[2773,31001,14288],{},[2773,31003,31004],{},"8891",[2773,31006,31007],{},"ＡＭＧホールディングス",[2773,31009,13976],{},[2758,31011,31012,31014,31016,31019,31022],{},[2773,31013,30507],{},[2773,31015,14288],{},[2773,31017,31018],{},"9104",[2773,31020,31021],{},"商船三井",[2773,31023,13976],{},[2758,31025,31026,31028,31030,31033,31036],{},[2773,31027,30507],{},[2773,31029,14288],{},[2773,31031,31032],{},"9245",[2773,31034,31035],{},"リベロ",[2773,31037,13965],{},[2758,31039,31040,31042,31044,31047,31050],{},[2773,31041,30507],{},[2773,31043,14288],{},[2773,31045,31046],{},"9757",[2773,31048,31049],{},"船井総研ホールディングス",[2773,31051,13965],{},[2758,31053,31054,31056,31058,31061,31064],{},[2773,31055,30507],{},[2773,31057,14288],{},[2773,31059,31060],{},"9823",[2773,31062,31063],{},"マミーマートホールディングス",[2773,31065,14110],{},[2758,31067,31068,31070,31072,31075,31078],{},[2773,31069,30507],{},[2773,31071,14387],{},[2773,31073,31074],{},"4966",[2773,31076,31077],{},"上村工業",[2773,31079,13976],{},[2758,31081,31082,31084,31086,31089,31092],{},[2773,31083,30507],{},[2773,31085,14387],{},[2773,31087,31088],{},"6073",[2773,31090,31091],{},"アサンテ",[2773,31093,13976],{},[2758,31095,31096,31098,31100,31103,31106],{},[2773,31097,30507],{},[2773,31099,14387],{},[2773,31101,31102],{},"6269",[2773,31104,31105],{},"三井海洋開発",[2773,31107,13965],{},[2758,31109,31110,31112,31114,31117,31120],{},[2773,31111,30507],{},[2773,31113,14387],{},[2773,31115,31116],{},"7443",[2773,31118,31119],{},"横浜魚類",[2773,31121,13976],{},[2758,31123,31124,31126,31128,31131,31134],{},[2773,31125,30507],{},[2773,31127,14387],{},[2773,31129,31130],{},"7606",[2773,31132,31133],{},"ユナイテッドアローズ",[2773,31135,13976],{},[2758,31137,31138,31140,31142,31145,31148],{},[2773,31139,30507],{},[2773,31141,14387],{},[2773,31143,31144],{},"8089",[2773,31146,31147],{},"ナイス",[2773,31149,13976],{},[2758,31151,31152,31154,31156,31159,31162],{},[2773,31153,30507],{},[2773,31155,14387],{},[2773,31157,31158],{},"8713",[2773,31160,31161],{},"フィデアホールディングス",[2773,31163,13976],{},[2758,31165,31166,31168,31170,31173,31176],{},[2773,31167,30507],{},[2773,31169,14402],{},[2773,31171,31172],{},"1952",[2773,31174,31175],{},"新日本空調",[2773,31177,13976],{},[2758,31179,31180,31182,31184,31187,31190],{},[2773,31181,30507],{},[2773,31183,14402],{},[2773,31185,31186],{},"2384",[2773,31188,31189],{},"ＳＢＳホールディングス",[2773,31191,13965],{},[2758,31193,31194,31196,31198,31201,31204],{},[2773,31195,30507],{},[2773,31197,14402],{},[2773,31199,31200],{},"256A",[2773,31202,31203],{},"飛島ホールディングス",[2773,31205,13976],{},[2758,31207,31208,31210,31212,31215,31218],{},[2773,31209,30507],{},[2773,31211,14402],{},[2773,31213,31214],{},"2813",[2773,31216,31217],{},"和弘食品",[2773,31219,13976],{},[2758,31221,31222,31224,31226,31229,31232],{},[2773,31223,30507],{},[2773,31225,14402],{},[2773,31227,31228],{},"3437",[2773,31230,31231],{},"特殊電極",[2773,31233,13976],{},[2758,31235,31236,31238,31240,31243,31246],{},[2773,31237,30507],{},[2773,31239,14402],{},[2773,31241,31242],{},"3513",[2773,31244,31245],{},"イチカワ",[2773,31247,13976],{},[2758,31249,31250,31252,31254,31257,31260],{},[2773,31251,30507],{},[2773,31253,14402],{},[2773,31255,31256],{},"3766",[2773,31258,31259],{},"システムズ・デザイン",[2773,31261,13976],{},[2758,31263,31264,31266,31268,31271,31274],{},[2773,31265,30507],{},[2773,31267,14402],{},[2773,31269,31270],{},"3917",[2773,31272,31273],{},"アイリッジ",[2773,31275,13976],{},[2758,31277,31278,31280,31282,31285,31288],{},[2773,31279,30507],{},[2773,31281,14402],{},[2773,31283,31284],{},"4028",[2773,31286,31287],{},"石原産業",[2773,31289,13976],{},[2758,31291,31292,31294,31296,31299,31302],{},[2773,31293,30507],{},[2773,31295,14402],{},[2773,31297,31298],{},"4114",[2773,31300,31301],{},"日本触媒",[2773,31303,13976],{},[2758,31305,31306,31308,31310,31313,31316],{},[2773,31307,30507],{},[2773,31309,14402],{},[2773,31311,31312],{},"4401",[2773,31314,31315],{},"ＡＤＥＫＡ",[2773,31317,13976],{},[2758,31319,31320,31322,31324,31327,31330],{},[2773,31321,30507],{},[2773,31323,14402],{},[2773,31325,31326],{},"4619",[2773,31328,31329],{},"日本特殊塗料",[2773,31331,13976],{},[2758,31333,31334,31336,31338,31341,31344],{},[2773,31335,30507],{},[2773,31337,14402],{},[2773,31339,31340],{},"4754",[2773,31342,31343],{},"トスネット",[2773,31345,14110],{},[2758,31347,31348,31350,31352,31355,31358],{},[2773,31349,30507],{},[2773,31351,14402],{},[2773,31353,31354],{},"4767",[2773,31356,31357],{},"テー・オー・ダブリュー",[2773,31359,14167],{},[2758,31361,31362,31364,31366,31369,31372],{},[2773,31363,30507],{},[2773,31365,14402],{},[2773,31367,31368],{},"4998",[2773,31370,31371],{},"フマキラー",[2773,31373,13976],{},[2758,31375,31376,31378,31380,31383,31386],{},[2773,31377,30507],{},[2773,31379,14402],{},[2773,31381,31382],{},"5020",[2773,31384,31385],{},"ＥＮＥＯＳホールディングス",[2773,31387,13976],{},[2758,31389,31390,31392,31394,31397,31400],{},[2773,31391,30507],{},[2773,31393,14402],{},[2773,31395,31396],{},"5202",[2773,31398,31399],{},"日本板硝子",[2773,31401,13976],{},[2758,31403,31404,31406,31408,31411,31414],{},[2773,31405,30507],{},[2773,31407,14402],{},[2773,31409,31410],{},"5268",[2773,31412,31413],{},"旭コンクリート工業",[2773,31415,13976],{},[2758,31417,31418,31420,31422,31425,31428],{},[2773,31419,30507],{},[2773,31421,14402],{},[2773,31423,31424],{},"5491",[2773,31426,31427],{},"日本金属",[2773,31429,13976],{},[2758,31431,31432,31434,31436,31439,31442],{},[2773,31433,30507],{},[2773,31435,14402],{},[2773,31437,31438],{},"7264",[2773,31440,31441],{},"ムロコーポレーション",[2773,31443,13976],{},[2758,31445,31446,31448,31450,31453,31456],{},[2773,31447,30507],{},[2773,31449,14402],{},[2773,31451,31452],{},"7426",[2773,31454,31455],{},"山大",[2773,31457,13976],{},[2758,31459,31460,31462,31464,31467,31470],{},[2773,31461,30507],{},[2773,31463,14402],{},[2773,31465,31466],{},"8022",[2773,31468,31469],{},"美津濃",[2773,31471,13976],{},[2758,31473,31474,31476,31478,31481,31484],{},[2773,31475,30507],{},[2773,31477,14402],{},[2773,31479,31480],{},"8032",[2773,31482,31483],{},"日本紙パルプ商事",[2773,31485,13976],{},[2758,31487,31488,31490,31492,31495,31498],{},[2773,31489,30507],{},[2773,31491,14402],{},[2773,31493,31494],{},"8078",[2773,31496,31497],{},"阪和興業",[2773,31499,13976],{},[2758,31501,31502,31504,31506,31509,31512],{},[2773,31503,30507],{},[2773,31505,14402],{},[2773,31507,31508],{},"8123",[2773,31510,31511],{},"川辺",[2773,31513,13976],{},[2758,31515,31516,31518,31520,31523,31526],{},[2773,31517,30507],{},[2773,31519,14402],{},[2773,31521,31522],{},"8147",[2773,31524,31525],{},"トミタ",[2773,31527,13976],{},[2758,31529,31530,31532,31534,31537,31540],{},[2773,31531,30507],{},[2773,31533,14402],{},[2773,31535,31536],{},"9057",[2773,31538,31539],{},"遠州トラック",[2773,31541,13976],{},[2758,31543,31544,31546,31548,31551,31554],{},[2773,31545,30507],{},[2773,31547,14402],{},[2773,31549,31550],{},"9273",[2773,31552,31553],{},"コーア商事ホールディングス",[2773,31555,14167],{},[2758,31557,31558,31560,31562,31564,31566],{},[2773,31559,30507],{},[2773,31561,14402],{},[2773,31563,14517],{},[2773,31565,14520],{},[2773,31567,13976],{},[2758,31569,31570,31572,31574,31577,31580],{},[2773,31571,30507],{},[2773,31573,14402],{},[2773,31575,31576],{},"9790",[2773,31578,31579],{},"福井コンピュータホールディングス",[2773,31581,13976],{},[2758,31583,31584,31586,31588,31591,31594],{},[2773,31585,30507],{},[2773,31587,14402],{},[2773,31589,31590],{},"9830",[2773,31592,31593],{},"トラスコ中山",[2773,31595,13965],{},[2758,31597,31598,31600,31602,31605,31608],{},[2773,31599,30507],{},[2773,31601,14402],{},[2773,31603,31604],{},"9906",[2773,31606,31607],{},"藤井産業",[2773,31609,13976],{},[2758,31611,31612,31614,31616,31619,31622],{},[2773,31613,30507],{},[2773,31615,14402],{},[2773,31617,31618],{},"9908",[2773,31620,31621],{},"日本電計",[2773,31623,13976],{},[2758,31625,31626,31628,31630,31633,31636],{},[2773,31627,30507],{},[2773,31629,14402],{},[2773,31631,31632],{},"9956",[2773,31634,31635],{},"バローホールディングス",[2773,31637,13976],{},[2758,31639,31640,31642,31645,31648,31651],{},[2773,31641,30507],{},[2773,31643,31644],{},"13:20",[2773,31646,31647],{},"9303",[2773,31649,31650],{},"住友倉庫",[2773,31652,13976],{},[2758,31654,31655,31657,31659,31662,31665],{},[2773,31656,30507],{},[2773,31658,31644],{},[2773,31660,31661],{},"9305",[2773,31663,31664],{},"ヤマタネ",[2773,31666,13976],{},[2758,31668,31669,31671,31673,31676,31679],{},[2773,31670,30507],{},[2773,31672,14529],{},[2773,31674,31675],{},"1810",[2773,31677,31678],{},"松井建設",[2773,31680,13976],{},[2758,31682,31683,31685,31687,31690,31693],{},[2773,31684,30507],{},[2773,31686,14529],{},[2773,31688,31689],{},"3106",[2773,31691,31692],{},"倉敷紡績",[2773,31694,13976],{},[2758,31696,31697,31699,31701,31704,31707],{},[2773,31698,30507],{},[2773,31700,14529],{},[2773,31702,31703],{},"3420",[2773,31705,31706],{},"ケー・エフ・シー",[2773,31708,13976],{},[2758,31710,31711,31713,31715,31718,31721],{},[2773,31712,30507],{},[2773,31714,14529],{},[2773,31716,31717],{},"3951",[2773,31719,31720],{},"朝日印刷",[2773,31722,13976],{},[2758,31724,31725,31727,31729,31732,31735],{},[2773,31726,30507],{},[2773,31728,14529],{},[2773,31730,31731],{},"4093",[2773,31733,31734],{},"東邦アセチレン",[2773,31736,13976],{},[2758,31738,31739,31741,31743,31746,31749],{},[2773,31740,30507],{},[2773,31742,14529],{},[2773,31744,31745],{},"5542",[2773,31747,31748],{},"新報国マテリアル",[2773,31750,13965],{},[2758,31752,31753,31755,31757,31760,31763],{},[2773,31754,30507],{},[2773,31756,14529],{},[2773,31758,31759],{},"5742",[2773,31761,31762],{},"エヌアイシ・オートテック",[2773,31764,13976],{},[2758,31766,31767,31769,31771,31774,31777],{},[2773,31768,30507],{},[2773,31770,14529],{},[2773,31772,31773],{},"5830",[2773,31775,31776],{},"いよぎんホールディングス",[2773,31778,13976],{},[2758,31780,31781,31783,31785,31788,31791],{},[2773,31782,30507],{},[2773,31784,14529],{},[2773,31786,31787],{},"6392",[2773,31789,31790],{},"ヤマダコーポレーション",[2773,31792,13976],{},[2758,31794,31795,31797,31799,31802,31805],{},[2773,31796,30507],{},[2773,31798,14529],{},[2773,31800,31801],{},"6919",[2773,31803,31804],{},"ケル",[2773,31806,13976],{},[2758,31808,31809,31811,31813,31816,31819],{},[2773,31810,30507],{},[2773,31812,14529],{},[2773,31814,31815],{},"7180",[2773,31817,31818],{},"九州フィナンシャルグループ",[2773,31820,13976],{},[2758,31822,31823,31825,31828,31831,31834],{},[2773,31824,30507],{},[2773,31826,31827],{},"13:40",[2773,31829,31830],{},"6507",[2773,31832,31833],{},"シンフォニアテクノロジー",[2773,31835,13976],{},[2758,31837,31838,31840,31842,31845,31848],{},[2773,31839,30507],{},[2773,31841,14544],{},[2773,31843,31844],{},"1847",[2773,31846,31847],{},"イチケン",[2773,31849,13976],{},[2758,31851,31852,31854,31856,31859,31862],{},[2773,31853,30507],{},[2773,31855,14544],{},[2773,31857,31858],{},"1870",[2773,31860,31861],{},"矢作建設工業",[2773,31863,13976],{},[2758,31865,31866,31868,31870,31873,31876],{},[2773,31867,30507],{},[2773,31869,14544],{},[2773,31871,31872],{},"1961",[2773,31874,31875],{},"三機工業",[2773,31877,13976],{},[2758,31879,31880,31882,31884,31887,31890],{},[2773,31881,30507],{},[2773,31883,14544],{},[2773,31885,31886],{},"2264",[2773,31888,31889],{},"森永乳業",[2773,31891,13976],{},[2758,31893,31894,31896,31898,31901,31904],{},[2773,31895,30507],{},[2773,31897,14544],{},[2773,31899,31900],{},"2903",[2773,31902,31903],{},"シノブフーズ",[2773,31905,13976],{},[2758,31907,31908,31910,31912,31915,31918],{},[2773,31909,30507],{},[2773,31911,14544],{},[2773,31913,31914],{},"3176",[2773,31916,31917],{},"三洋貿易",[2773,31919,14110],{},[2758,31921,31922,31924,31926,31929,31932],{},[2773,31923,30507],{},[2773,31925,14544],{},[2773,31927,31928],{},"3299",[2773,31930,31931],{},"ムゲンエステート",[2773,31933,13965],{},[2758,31935,31936,31938,31940,31943,31946],{},[2773,31937,30507],{},[2773,31939,14544],{},[2773,31941,31942],{},"3315",[2773,31944,31945],{},"日本コークス工業",[2773,31947,13976],{},[2758,31949,31950,31952,31954,31957,31960],{},[2773,31951,30507],{},[2773,31953,14544],{},[2773,31955,31956],{},"3708",[2773,31958,31959],{},"特種東海製紙",[2773,31961,13976],{},[2758,31963,31964,31966,31968,31971,31974],{},[2773,31965,30507],{},[2773,31967,14544],{},[2773,31969,31970],{},"3878",[2773,31972,31973],{},"巴川コーポレーション",[2773,31975,13976],{},[2758,31977,31978,31980,31982,31985,31988],{},[2773,31979,30507],{},[2773,31981,14544],{},[2773,31983,31984],{},"4031",[2773,31986,31987],{},"片倉コープアグリ",[2773,31989,13976],{},[2758,31991,31992,31994,31996,31999,32002],{},[2773,31993,30507],{},[2773,31995,14544],{},[2773,31997,31998],{},"4588",[2773,32000,32001],{},"オンコリスバイオファーマ",[2773,32003,13965],{},[2758,32005,32006,32008,32010,32013,32016],{},[2773,32007,30507],{},[2773,32009,14544],{},[2773,32011,32012],{},"4611",[2773,32014,32015],{},"大日本塗料",[2773,32017,13976],{},[2758,32019,32020,32022,32024,32027,32030],{},[2773,32021,30507],{},[2773,32023,14544],{},[2773,32025,32026],{},"4620",[2773,32028,32029],{},"藤倉化成",[2773,32031,13976],{},[2758,32033,32034,32036,32038,32041,32044],{},[2773,32035,30507],{},[2773,32037,14544],{},[2773,32039,32040],{},"4625",[2773,32042,32043],{},"アトミクス",[2773,32045,13976],{},[2758,32047,32048,32050,32052,32055,32058],{},[2773,32049,30507],{},[2773,32051,14544],{},[2773,32053,32054],{},"4705",[2773,32056,32057],{},"クリップコーポレーション",[2773,32059,13976],{},[2758,32061,32062,32064,32066,32069,32072],{},[2773,32063,30507],{},[2773,32065,14544],{},[2773,32067,32068],{},"5142",[2773,32070,32071],{},"アキレス",[2773,32073,13976],{},[2758,32075,32076,32078,32080,32083,32086],{},[2773,32077,30507],{},[2773,32079,14544],{},[2773,32081,32082],{},"5192",[2773,32084,32085],{},"三ツ星ベルト",[2773,32087,13976],{},[2758,32089,32090,32092,32094,32097,32100],{},[2773,32091,30507],{},[2773,32093,14544],{},[2773,32095,32096],{},"5195",[2773,32098,32099],{},"バンドー化学",[2773,32101,13976],{},[2758,32103,32104,32106,32108,32111,32114],{},[2773,32105,30507],{},[2773,32107,14544],{},[2773,32109,32110],{},"5269",[2773,32112,32113],{},"日本コンクリート工業",[2773,32115,13976],{},[2758,32117,32118,32120,32122,32125,32128],{},[2773,32119,30507],{},[2773,32121,14544],{},[2773,32123,32124],{},"5458",[2773,32126,32127],{},"高砂鐵工",[2773,32129,13976],{},[2758,32131,32132,32134,32136,32139,32142],{},[2773,32133,30507],{},[2773,32135,14544],{},[2773,32137,32138],{},"5803",[2773,32140,32141],{},"フジクラ",[2773,32143,13976],{},[2758,32145,32146,32148,32150,32153,32156],{},[2773,32147,30507],{},[2773,32149,14544],{},[2773,32151,32152],{},"5867",[2773,32154,32155],{},"エスネットワークス",[2773,32157,13965],{},[2758,32159,32160,32162,32164,32167,32170],{},[2773,32161,30507],{},[2773,32163,14544],{},[2773,32165,32166],{},"5965",[2773,32168,32169],{},"フジマック",[2773,32171,13965],{},[2758,32173,32174,32176,32178,32181,32184],{},[2773,32175,30507],{},[2773,32177,14544],{},[2773,32179,32180],{},"5986",[2773,32182,32183],{},"モリテック　スチール",[2773,32185,13976],{},[2758,32187,32188,32190,32192,32195,32198],{},[2773,32189,30507],{},[2773,32191,14544],{},[2773,32193,32194],{},"6209",[2773,32196,32197],{},"リケンＮＰＲ",[2773,32199,13976],{},[2758,32201,32202,32204,32206,32209,32212],{},[2773,32203,30507],{},[2773,32205,14544],{},[2773,32207,32208],{},"6250",[2773,32210,32211],{},"やまびこ",[2773,32213,13965],{},[2758,32215,32216,32218,32220,32223,32226],{},[2773,32217,30507],{},[2773,32219,14544],{},[2773,32221,32222],{},"6273",[2773,32224,32225],{},"ＳＭＣ",[2773,32227,13976],{},[2758,32229,32230,32232,32234,32237,32240],{},[2773,32231,30507],{},[2773,32233,14544],{},[2773,32235,32236],{},"6365",[2773,32238,32239],{},"電業社機械製作所",[2773,32241,13976],{},[2758,32243,32244,32246,32248,32251,32254],{},[2773,32245,30507],{},[2773,32247,14544],{},[2773,32249,32250],{},"6379",[2773,32252,32253],{},"レイズネクスト",[2773,32255,13976],{},[2758,32257,32258,32260,32262,32265,32268],{},[2773,32259,30507],{},[2773,32261,14544],{},[2773,32263,32264],{},"6396",[2773,32266,32267],{},"宇野澤組鐵工所",[2773,32269,13976],{},[2758,32271,32272,32274,32276,32279,32282],{},[2773,32273,30507],{},[2773,32275,14544],{},[2773,32277,32278],{},"6620",[2773,32280,32281],{},"宮越ホールディングス",[2773,32283,13976],{},[2758,32285,32286,32288,32290,32293,32296],{},[2773,32287,30507],{},[2773,32289,14544],{},[2773,32291,32292],{},"6647",[2773,32294,32295],{},"森尾電機",[2773,32297,13976],{},[2758,32299,32300,32302,32304,32307,32310],{},[2773,32301,30507],{},[2773,32303,14544],{},[2773,32305,32306],{},"6989",[2773,32308,32309],{},"北陸電気工業",[2773,32311,13976],{},[2758,32313,32314,32316,32318,32321,32324],{},[2773,32315,30507],{},[2773,32317,14544],{},[2773,32319,32320],{},"7192",[2773,32322,32323],{},"日本モーゲージサービス",[2773,32325,13976],{},[2758,32327,32328,32330,32332,32335,32338],{},[2773,32329,30507],{},[2773,32331,14544],{},[2773,32333,32334],{},"7245",[2773,32336,32337],{},"大同メタル工業",[2773,32339,13976],{},[2758,32341,32342,32344,32346,32349,32352],{},[2773,32343,30507],{},[2773,32345,14544],{},[2773,32347,32348],{},"7438",[2773,32350,32351],{},"コンドーテック",[2773,32353,13976],{},[2758,32355,32356,32358,32360,32363,32366],{},[2773,32357,30507],{},[2773,32359,14544],{},[2773,32361,32362],{},"7490",[2773,32364,32365],{},"日新商事",[2773,32367,13976],{},[2758,32369,32370,32372,32374,32377,32380],{},[2773,32371,30507],{},[2773,32373,14544],{},[2773,32375,32376],{},"7525",[2773,32378,32379],{},"リックス",[2773,32381,13976],{},[2758,32383,32384,32386,32388,32391,32394],{},[2773,32385,30507],{},[2773,32387,14544],{},[2773,32389,32390],{},"7780",[2773,32392,32393],{},"メニコン",[2773,32395,13976],{},[2758,32397,32398,32400,32402,32405,32408],{},[2773,32399,30507],{},[2773,32401,14544],{},[2773,32403,32404],{},"7937",[2773,32406,32407],{},"ツツミ",[2773,32409,13976],{},[2758,32411,32412,32414,32416,32419,32422],{},[2773,32413,30507],{},[2773,32415,14544],{},[2773,32417,32418],{},"8061",[2773,32420,32421],{},"西華産業",[2773,32423,13976],{},[2758,32425,32426,32428,32430,32433,32436],{},[2773,32427,30507],{},[2773,32429,14544],{},[2773,32431,32432],{},"8163",[2773,32434,32435],{},"ＳＲＳホールディングス",[2773,32437,13976],{},[2758,32439,32440,32442,32444,32447,32450],{},[2773,32441,30507],{},[2773,32443,14544],{},[2773,32445,32446],{},"8387",[2773,32448,32449],{},"四国銀行",[2773,32451,13976],{},[2758,32453,32454,32456,32458,32461,32464],{},[2773,32455,30507],{},[2773,32457,14544],{},[2773,32459,32460],{},"8392",[2773,32462,32463],{},"大分銀行",[2773,32465,13976],{},[2758,32467,32468,32470,32472,32475,32478],{},[2773,32469,30507],{},[2773,32471,14544],{},[2773,32473,32474],{},"8795",[2773,32476,32477],{},"Ｔ＆Ｄホールディングス",[2773,32479,13976],{},[2758,32481,32482,32484,32486,32489,32492],{},[2773,32483,30507],{},[2773,32485,14544],{},[2773,32487,32488],{},"8850",[2773,32490,32491],{},"スターツコーポレーション",[2773,32493,13976],{},[2758,32495,32496,32498,32500,32503,32506],{},[2773,32497,30507],{},[2773,32499,14544],{},[2773,32501,32502],{},"9045",[2773,32504,32505],{},"京阪ホールディングス",[2773,32507,13976],{},[2758,32509,32510,32512,32514,32517,32520],{},[2773,32511,30507],{},[2773,32513,14544],{},[2773,32515,32516],{},"9072",[2773,32518,32519],{},"ニッコンホールディングス",[2773,32521,13976],{},[2758,32523,32524,32526,32528,32531,32534],{},[2773,32525,30507],{},[2773,32527,14544],{},[2773,32529,32530],{},"9074",[2773,32532,32533],{},"日本石油輸送",[2773,32535,13976],{},[2758,32537,32538,32540,32542,32545,32548],{},[2773,32539,30507],{},[2773,32541,14544],{},[2773,32543,32544],{},"9171",[2773,32546,32547],{},"栗林商船",[2773,32549,13976],{},[2758,32551,32552,32554,32556,32559,32562],{},[2773,32553,30507],{},[2773,32555,14544],{},[2773,32557,32558],{},"9304",[2773,32560,32561],{},"澁澤倉庫",[2773,32563,13976],{},[2758,32565,32566,32568,32570,32573,32576],{},[2773,32567,30507],{},[2773,32569,14544],{},[2773,32571,32572],{},"9475",[2773,32574,32575],{},"昭文社ホールディングス",[2773,32577,13976],{},[2758,32579,32580,32582,32584,32587,32590],{},[2773,32581,30507],{},[2773,32583,14544],{},[2773,32585,32586],{},"9888",[2773,32588,32589],{},"ＵＥＸ",[2773,32591,13976],{},[2758,32593,32594,32596,32599,32602,32605],{},[2773,32595,30507],{},[2773,32597,32598],{},"14:10",[2773,32600,32601],{},"5262",[2773,32603,32604],{},"日本ヒューム",[2773,32606,13976],{},[2758,32608,32609,32611,32613,32616,32619],{},[2773,32610,30507],{},[2773,32612,32598],{},[2773,32614,32615],{},"5331",[2773,32617,32618],{},"ノリタケ",[2773,32620,13976],{},[2758,32622,32623,32625,32627,32630,32633],{},[2773,32624,30507],{},[2773,32626,14657],{},[2773,32628,32629],{},"3944",[2773,32631,32632],{},"古林紙工",[2773,32634,13965],{},[2758,32636,32637,32639,32641,32644,32647],{},[2773,32638,30507],{},[2773,32640,14672],{},[2773,32642,32643],{},"1827",[2773,32645,32646],{},"ナカノフドー建設",[2773,32648,13976],{},[2758,32650,32651,32653,32655,32658,32661],{},[2773,32652,30507],{},[2773,32654,14672],{},[2773,32656,32657],{},"3940",[2773,32659,32660],{},"ノムラシステムコーポレーション",[2773,32662,13965],{},[2758,32664,32665,32667,32669,32672,32675],{},[2773,32666,30507],{},[2773,32668,14672],{},[2773,32670,32671],{},"5108",[2773,32673,32674],{},"ブリヂストン",[2773,32676,13965],{},[2758,32678,32679,32681,32683,32686,32689],{},[2773,32680,30507],{},[2773,32682,14672],{},[2773,32684,32685],{},"5570",[2773,32687,32688],{},"ジェノバ",[2773,32690,14110],{},[2758,32692,32693,32695,32697,32700,32703],{},[2773,32694,30507],{},[2773,32696,14672],{},[2773,32698,32699],{},"5805",[2773,32701,32702],{},"ＳＷＣＣ",[2773,32704,13976],{},[2758,32706,32707,32709,32711,32714,32717],{},[2773,32708,30507],{},[2773,32710,14672],{},[2773,32712,32713],{},"6247",[2773,32715,32716],{},"日阪製作所",[2773,32718,13976],{},[2758,32720,32721,32723,32725,32728,32731],{},[2773,32722,30507],{},[2773,32724,14672],{},[2773,32726,32727],{},"6498",[2773,32729,32730],{},"キッツ",[2773,32732,13965],{},[2758,32734,32735,32737,32739,32742,32745],{},[2773,32736,30507],{},[2773,32738,14672],{},[2773,32740,32741],{},"8600",[2773,32743,32744],{},"トモニホールディングス",[2773,32746,13976],{},[2758,32748,32749,32751,32753,32756,32759],{},[2773,32750,30507],{},[2773,32752,14672],{},[2773,32754,32755],{},"8750",[2773,32757,32758],{},"第一ライフグループ",[2773,32760,13976],{},[2758,32762,32763,32765,32767,32770,32773],{},[2773,32764,30507],{},[2773,32766,14672],{},[2773,32768,32769],{},"9340",[2773,32771,32772],{},"アソインターナショナル",[2773,32774,14167],{},[2758,32776,32777,32779,32781,32784,32787],{},[2773,32778,30507],{},[2773,32780,14729],{},[2773,32782,32783],{},"1382",[2773,32785,32786],{},"ホーブ",[2773,32788,14167],{},[2758,32790,32791,32793,32795,32798,32801],{},[2773,32792,30507],{},[2773,32794,14729],{},[2773,32796,32797],{},"1420",[2773,32799,32800],{},"サンヨーホームズ",[2773,32802,13976],{},[2758,32804,32805,32807,32809,32812,32815],{},[2773,32806,30507],{},[2773,32808,14729],{},[2773,32810,32811],{},"1605",[2773,32813,32814],{},"ＩＮＰＥＸ",[2773,32816,13965],{},[2758,32818,32819,32821,32823,32826,32829],{},[2773,32820,30507],{},[2773,32822,14729],{},[2773,32824,32825],{},"1721",[2773,32827,32828],{},"コムシスホールディングス",[2773,32830,13976],{},[2758,32832,32833,32835,32837,32840,32843],{},[2773,32834,30507],{},[2773,32836,14729],{},[2773,32838,32839],{},"1770",[2773,32841,32842],{},"藤田エンジニアリング",[2773,32844,13976],{},[2758,32846,32847,32849,32851,32854,32857],{},[2773,32848,30507],{},[2773,32850,14729],{},[2773,32852,32853],{},"1786",[2773,32855,32856],{},"オリエンタル白石",[2773,32858,13976],{},[2758,32860,32861,32863,32865,32868,32871],{},[2773,32862,30507],{},[2773,32864,14729],{},[2773,32866,32867],{},"1798",[2773,32869,32870],{},"守谷商会",[2773,32872,13976],{},[2758,32874,32875,32877,32879,32882,32885],{},[2773,32876,30507],{},[2773,32878,14729],{},[2773,32880,32881],{},"1828",[2773,32883,32884],{},"田辺工業",[2773,32886,13976],{},[2758,32888,32889,32891,32893,32896,32899],{},[2773,32890,30507],{},[2773,32892,14729],{},[2773,32894,32895],{},"1853",[2773,32897,32898],{},"森組",[2773,32900,13976],{},[2758,32902,32903,32905,32907,32910,32913],{},[2773,32904,30507],{},[2773,32906,14729],{},[2773,32908,32909],{},"1911",[2773,32911,32912],{},"住友林業",[2773,32914,13965],{},[2758,32916,32917,32919,32921,32924,32927],{},[2773,32918,30507],{},[2773,32920,14729],{},[2773,32922,32923],{},"1929",[2773,32925,32926],{},"日特建設",[2773,32928,13976],{},[2758,32930,32931,32933,32935,32938,32941],{},[2773,32932,30507],{},[2773,32934,14729],{},[2773,32936,32937],{},"1951",[2773,32939,32940],{},"エクシオグループ",[2773,32942,13976],{},[2758,32944,32945,32947,32949,32952,32955],{},[2773,32946,30507],{},[2773,32948,14729],{},[2773,32950,32951],{},"2009",[2773,32953,32954],{},"鳥越製粉",[2773,32956,13965],{},[2758,32958,32959,32961,32963,32966,32969],{},[2773,32960,30507],{},[2773,32962,14729],{},[2773,32964,32965],{},"2501",[2773,32967,32968],{},"サッポロビール",[2773,32970,13965],{},[2758,32972,32973,32975,32977,32980,32983],{},[2773,32974,30507],{},[2773,32976,14729],{},[2773,32978,32979],{},"255A",[2773,32981,32982],{},"ジーエルテクノホールディングス",[2773,32984,13976],{},[2758,32986,32987,32989,32991,32994,32997],{},[2773,32988,30507],{},[2773,32990,14729],{},[2773,32992,32993],{},"2795",[2773,32995,32996],{},"日本プリメックス",[2773,32998,13976],{},[2758,33000,33001,33003,33005,33008,33011],{},[2773,33002,30507],{},[2773,33004,14729],{},[2773,33006,33007],{},"2911",[2773,33009,33010],{},"旭松食品",[2773,33012,13976],{},[2758,33014,33015,33017,33019,33022,33025],{},[2773,33016,30507],{},[2773,33018,14729],{},[2773,33020,33021],{},"2916",[2773,33023,33024],{},"仙波糖化工業",[2773,33026,13976],{},[2758,33028,33029,33031,33033,33036,33039],{},[2773,33030,30507],{},[2773,33032,14729],{},[2773,33034,33035],{},"2938",[2773,33037,33038],{},"オカムラ食品工業",[2773,33040,14167],{},[2758,33042,33043,33045,33047,33050,33053],{},[2773,33044,30507],{},[2773,33046,14729],{},[2773,33048,33049],{},"3020",[2773,33051,33052],{},"アプライド",[2773,33054,13976],{},[2758,33056,33057,33059,33061,33064,33067],{},[2773,33058,30507],{},[2773,33060,14729],{},[2773,33062,33063],{},"3293",[2773,33065,33066],{},"アズマハウス",[2773,33068,13976],{},[2758,33070,33071,33073,33075,33078,33081],{},[2773,33072,30507],{},[2773,33074,14729],{},[2773,33076,33077],{},"3865",[2773,33079,33080],{},"北越コーポレーション",[2773,33082,13976],{},[2758,33084,33085,33087,33089,33092,33095],{},[2773,33086,30507],{},[2773,33088,14729],{},[2773,33090,33091],{},"4078",[2773,33093,33094],{},"堺化学工業",[2773,33096,13976],{},[2758,33098,33099,33101,33103,33106,33109],{},[2773,33100,30507],{},[2773,33102,14729],{},[2773,33104,33105],{},"4098",[2773,33107,33108],{},"チタン工業",[2773,33110,13976],{},[2758,33112,33113,33115,33117,33120,33123],{},[2773,33114,30507],{},[2773,33116,14729],{},[2773,33118,33119],{},"4633",[2773,33121,33122],{},"サカタインクス",[2773,33124,13965],{},[2758,33126,33127,33129,33131,33134,33137],{},[2773,33128,30507],{},[2773,33130,14729],{},[2773,33132,33133],{},"4994",[2773,33135,33136],{},"大成ラミックグループ",[2773,33138,13976],{},[2758,33140,33141,33143,33145,33148,33151],{},[2773,33142,30507],{},[2773,33144,14729],{},[2773,33146,33147],{},"5011",[2773,33149,33150],{},"ニチレキグループ",[2773,33152,13976],{},[2758,33154,33155,33157,33159,33162,33165],{},[2773,33156,30507],{},[2773,33158,14729],{},[2773,33160,33161],{},"5184",[2773,33163,33164],{},"ニチリン",[2773,33166,13965],{},[2758,33168,33169,33171,33173,33176,33179],{},[2773,33170,30507],{},[2773,33172,14729],{},[2773,33174,33175],{},"5186",[2773,33177,33178],{},"ニッタ",[2773,33180,13976],{},[2758,33182,33183,33185,33187,33190,33193],{},[2773,33184,30507],{},[2773,33186,14729],{},[2773,33188,33189],{},"5408",[2773,33191,33192],{},"中山製鋼所",[2773,33194,13976],{},[2758,33196,33197,33199,33201,33204,33207],{},[2773,33198,30507],{},[2773,33200,14729],{},[2773,33202,33203],{},"5461",[2773,33205,33206],{},"中部鋼鈑",[2773,33208,13976],{},[2758,33210,33211,33213,33215,33218,33221],{},[2773,33212,30507],{},[2773,33214,14729],{},[2773,33216,33217],{},"5714",[2773,33219,33220],{},"ＤＯＷＡホールディングス",[2773,33222,13976],{},[2758,33224,33225,33227,33229,33232,33235],{},[2773,33226,30507],{},[2773,33228,14729],{},[2773,33230,33231],{},"5843",[2773,33233,33234],{},"ニッポンインシュア",[2773,33236,14110],{},[2758,33238,33239,33241,33243,33246,33249],{},[2773,33240,30507],{},[2773,33242,14729],{},[2773,33244,33245],{},"6140",[2773,33247,33248],{},"旭ダイヤモンド工業",[2773,33250,13976],{},[2758,33252,33253,33255,33257,33260,33263],{},[2773,33254,30507],{},[2773,33256,14729],{},[2773,33258,33259],{},"6143",[2773,33261,33262],{},"ソディック",[2773,33264,13965],{},[2758,33266,33267,33269,33271,33274,33277],{},[2773,33268,30507],{},[2773,33270,14729],{},[2773,33272,33273],{},"6310",[2773,33275,33276],{},"井関農機",[2773,33278,13965],{},[2758,33280,33281,33283,33285,33288,33291],{},[2773,33282,30507],{},[2773,33284,14729],{},[2773,33286,33287],{},"6433",[2773,33289,33290],{},"ヒーハイスト",[2773,33292,13976],{},[2758,33294,33295,33297,33299,33302,33305],{},[2773,33296,30507],{},[2773,33298,14729],{},[2773,33300,33301],{},"6457",[2773,33303,33304],{},"グローリー",[2773,33306,13976],{},[2758,33308,33309,33311,33313,33316,33319],{},[2773,33310,30507],{},[2773,33312,14729],{},[2773,33314,33315],{},"6463",[2773,33317,33318],{},"ＴＰＲ",[2773,33320,13976],{},[2758,33322,33323,33325,33327,33330,33333],{},[2773,33324,30507],{},[2773,33326,14729],{},[2773,33328,33329],{},"6480",[2773,33331,33332],{},"日本トムソン",[2773,33334,13976],{},[2758,33336,33337,33339,33341,33344,33347],{},[2773,33338,30507],{},[2773,33340,14729],{},[2773,33342,33343],{},"6699",[2773,33345,33346],{},"ダイヤモンドエレクトリックホールディングス",[2773,33348,13976],{},[2758,33350,33351,33353,33355,33358,33361],{},[2773,33352,30507],{},[2773,33354,14729],{},[2773,33356,33357],{},"6848",[2773,33359,33360],{},"東亜ディーケーケー",[2773,33362,13976],{},[2758,33364,33365,33367,33369,33372,33375],{},[2773,33366,30507],{},[2773,33368,14729],{},[2773,33370,33371],{},"7040",[2773,33373,33374],{},"サン・ライフホールディング",[2773,33376,13976],{},[2758,33378,33379,33381,33383,33386,33389],{},[2773,33380,30507],{},[2773,33382,14729],{},[2773,33384,33385],{},"7060",[2773,33387,33388],{},"ギークス",[2773,33390,13976],{},[2758,33392,33393,33395,33397,33400,33403],{},[2773,33394,30507],{},[2773,33396,14729],{},[2773,33398,33399],{},"7291",[2773,33401,33402],{},"日本プラスト",[2773,33404,13976],{},[2758,33406,33407,33409,33411,33414,33417],{},[2773,33408,30507],{},[2773,33410,14729],{},[2773,33412,33413],{},"7314",[2773,33415,33416],{},"小田原機器",[2773,33418,13965],{},[2758,33420,33421,33423,33425,33428,33431],{},[2773,33422,30507],{},[2773,33424,14729],{},[2773,33426,33427],{},"7414",[2773,33429,33430],{},"小野建",[2773,33432,13976],{},[2758,33434,33435,33437,33439,33442,33445],{},[2773,33436,30507],{},[2773,33438,14729],{},[2773,33440,33441],{},"7466",[2773,33443,33444],{},"ＳＰＫ",[2773,33446,13976],{},[2758,33448,33449,33451,33453,33456,33459],{},[2773,33450,30507],{},[2773,33452,14729],{},[2773,33454,33455],{},"7523",[2773,33457,33458],{},"アールビバン",[2773,33460,13976],{},[2758,33462,33463,33465,33467,33470,33473],{},[2773,33464,30507],{},[2773,33466,14729],{},[2773,33468,33469],{},"7538",[2773,33471,33472],{},"大水",[2773,33474,13976],{},[2758,33476,33477,33479,33481,33484,33487],{},[2773,33478,30507],{},[2773,33480,14729],{},[2773,33482,33483],{},"7637",[2773,33485,33486],{},"白銅",[2773,33488,13976],{},[2758,33490,33491,33493,33495,33498,33501],{},[2773,33492,30507],{},[2773,33494,14729],{},[2773,33496,33497],{},"7702",[2773,33499,33500],{},"ＪＭＳ",[2773,33502,13976],{},[2758,33504,33505,33507,33509,33512,33515],{},[2773,33506,30507],{},[2773,33508,14729],{},[2773,33510,33511],{},"7791",[2773,33513,33514],{},"ドリームベッド",[2773,33516,13976],{},[2758,33518,33519,33521,33523,33526,33529],{},[2773,33520,30507],{},[2773,33522,14729],{},[2773,33524,33525],{},"7914",[2773,33527,33528],{},"共同印刷",[2773,33530,13976],{},[2758,33532,33533,33535,33537,33540,33543],{},[2773,33534,30507],{},[2773,33536,14729],{},[2773,33538,33539],{},"8006",[2773,33541,33542],{},"ユアサ・フナショク",[2773,33544,13976],{},[2758,33546,33547,33549,33551,33554,33557],{},[2773,33548,30507],{},[2773,33550,14729],{},[2773,33552,33553],{},"8074",[2773,33555,33556],{},"ＹＵＡＳＡ",[2773,33558,13976],{},[2758,33560,33561,33563,33565,33568,33571],{},[2773,33562,30507],{},[2773,33564,14729],{},[2773,33566,33567],{},"8416",[2773,33569,33570],{},"高知銀行",[2773,33572,13976],{},[2758,33574,33575,33577,33579,33582,33584],{},[2773,33576,30507],{},[2773,33578,14729],{},[2773,33580,33581],{},"8747",[2773,33583,940],{},[2773,33585,13976],{},[2758,33587,33588,33590,33592,33595,33598],{},[2773,33589,30507],{},[2773,33591,14729],{},[2773,33593,33594],{},"9034",[2773,33596,33597],{},"南総通運",[2773,33599,13976],{},[2758,33601,33602,33604,33606,33609,33612],{},[2773,33603,30507],{},[2773,33605,14729],{},[2773,33607,33608],{},"9063",[2773,33610,33611],{},"岡山県貨物運送",[2773,33613,13976],{},[2758,33615,33616,33618,33620,33623,33626],{},[2773,33617,30507],{},[2773,33619,14729],{},[2773,33621,33622],{},"9308",[2773,33624,33625],{},"乾汽船",[2773,33627,13976],{},[2758,33629,33630,33632,33634,33637,33640],{},[2773,33631,30507],{},[2773,33633,14729],{},[2773,33635,33636],{},"9310",[2773,33638,33639],{},"日本トランスシティ",[2773,33641,13976],{},[2758,33643,33644,33646,33648,33651,33654],{},[2773,33645,30507],{},[2773,33647,14729],{},[2773,33649,33650],{},"9312",[2773,33652,33653],{},"ケイヒン",[2773,33655,13976],{},[2758,33657,33658,33660,33662,33665,33668],{},[2773,33659,30507],{},[2773,33661,14729],{},[2773,33663,33664],{},"9409",[2773,33666,33667],{},"テレビ朝日ホールディングス",[2773,33669,13976],{},[2758,33671,33672,33674,33676,33679,33682],{},[2773,33673,30507],{},[2773,33675,14729],{},[2773,33677,33678],{},"9535",[2773,33680,33681],{},"広島ガス",[2773,33683,13976],{},[2758,33685,33686,33688,33690,33693,33696],{},[2773,33687,30507],{},[2773,33689,14729],{},[2773,33691,33692],{},"9685",[2773,33694,33695],{},"ＫＹＣＯＭホールディングス",[2773,33697,13976],{},[2758,33699,33700,33702,33704,33707,33710],{},[2773,33701,30507],{},[2773,33703,14729],{},[2773,33705,33706],{},"9729",[2773,33708,33709],{},"トーカイ",[2773,33711,13976],{},[2758,33713,33714,33716,33718,33721,33724],{},[2773,33715,30507],{},[2773,33717,14729],{},[2773,33719,33720],{},"9857",[2773,33722,33723],{},"英和",[2773,33725,13976],{},[2758,33727,33728,33730,33732,33735,33738],{},[2773,33729,30507],{},[2773,33731,14729],{},[2773,33733,33734],{},"9867",[2773,33736,33737],{},"ソレキア",[2773,33739,13976],{},[2758,33741,33742,33744,33746,33749,33752],{},[2773,33743,30507],{},[2773,33745,14729],{},[2773,33747,33748],{},"9987",[2773,33750,33751],{},"スズケン",[2773,33753,13976],{},[2758,33755,33756,33758,33760,33763,33766],{},[2773,33757,30507],{},[2773,33759,24613],{},[2773,33761,33762],{},"5997",[2773,33764,33765],{},"協立エアテック",[2773,33767,13965],{},[2758,33769,33770,33772,33774,33777,33780],{},[2773,33771,30507],{},[2773,33773,24613],{},[2773,33775,33776],{},"6929",[2773,33778,33779],{},"日本セラミック",[2773,33781,13965],{},[2758,33783,33784,33786,33788,33791,33794],{},[2773,33785,30507],{},[2773,33787,24628],{},[2773,33789,33790],{},"1905",[2773,33792,33793],{},"テノックス",[2773,33795,13976],{},[2758,33797,33798,33800,33802,33805,33808],{},[2773,33799,30507],{},[2773,33801,15024],{},[2773,33803,33804],{},"4667",[2773,33806,33807],{},"アイサンテクノロジー",[2773,33809,13976],{},[2758,33811,33812,33814,33816,33819,33822],{},[2773,33813,30507],{},[2773,33815,15024],{},[2773,33817,33818],{},"6055",[2773,33820,33821],{},"ジャパンマテリアル",[2773,33823,13976],{},[2758,33825,33826,33828,33830,33833,33836],{},[2773,33827,30507],{},[2773,33829,15053],{},[2773,33831,33832],{},"1381",[2773,33834,33835],{},"アクシーズ",[2773,33837,14167],{},[2758,33839,33840,33842,33844,33847,33850],{},[2773,33841,30507],{},[2773,33843,15053],{},[2773,33845,33846],{},"1429",[2773,33848,33849],{},"日本アクア",[2773,33851,13965],{},[2758,33853,33854,33856,33858,33861,33864],{},[2773,33855,30507],{},[2773,33857,15053],{},[2773,33859,33860],{},"143A",[2773,33862,33863],{},"イシン",[2773,33865,13976],{},[2758,33867,33868,33870,33872,33875,33878],{},[2773,33869,30507],{},[2773,33871,15053],{},[2773,33873,33874],{},"1446",[2773,33876,33877],{},"キャンディル",[2773,33879,14110],{},[2758,33881,33882,33884,33886,33889,33892],{},[2773,33883,30507],{},[2773,33885,15053],{},[2773,33887,33888],{},"1736",[2773,33890,33891],{},"オーテック",[2773,33893,13976],{},[2758,33895,33896,33898,33900,33903,33906],{},[2773,33897,30507],{},[2773,33899,15053],{},[2773,33901,33902],{},"1861",[2773,33904,33905],{},"熊谷組",[2773,33907,13976],{},[2758,33909,33910,33912,33914,33917,33920],{},[2773,33911,30507],{},[2773,33913,15053],{},[2773,33915,33916],{},"1893",[2773,33918,33919],{},"五洋建設",[2773,33921,13976],{},[2758,33923,33924,33926,33928,33931,33934],{},[2773,33925,30507],{},[2773,33927,15053],{},[2773,33929,33930],{},"1963",[2773,33932,33933],{},"日揮ホールディングス",[2773,33935,13976],{},[2758,33937,33938,33940,33942,33945,33948],{},[2773,33939,30507],{},[2773,33941,15053],{},[2773,33943,33944],{},"1992",[2773,33946,33947],{},"神田通信機",[2773,33949,13976],{},[2758,33951,33952,33954,33956,33959,33962],{},[2773,33953,30507],{},[2773,33955,15053],{},[2773,33957,33958],{},"2004",[2773,33960,33961],{},"昭和産業",[2773,33963,13976],{},[2758,33965,33966,33968,33970,33973,33976],{},[2773,33967,30507],{},[2773,33969,15053],{},[2773,33971,33972],{},"2114",[2773,33974,33975],{},"フジ日本",[2773,33977,13976],{},[2758,33979,33980,33982,33984,33987,33990],{},[2773,33981,30507],{},[2773,33983,15053],{},[2773,33985,33986],{},"2154",[2773,33988,33989],{},"オープンアップグループ",[2773,33991,14167],{},[2758,33993,33994,33996,33998,34001,34004],{},[2773,33995,30507],{},[2773,33997,15053],{},[2773,33999,34000],{},"2169",[2773,34002,34003],{},"ＣＤＳ",[2773,34005,13965],{},[2758,34007,34008,34010,34012,34015,34018],{},[2773,34009,30507],{},[2773,34011,15053],{},[2773,34013,34014],{},"2179",[2773,34016,34017],{},"成学社",[2773,34019,13976],{},[2758,34021,34022,34024,34026,34029,34032],{},[2773,34023,30507],{},[2773,34025,15053],{},[2773,34027,34028],{},"2181",[2773,34030,34031],{},"パーソルホールディングス",[2773,34033,13976],{},[2758,34035,34036,34038,34040,34043,34046],{},[2773,34037,30507],{},[2773,34039,15053],{},[2773,34041,34042],{},"2204",[2773,34044,34045],{},"中村屋",[2773,34047,13976],{},[2758,34049,34050,34052,34054,34057,34060],{},[2773,34051,30507],{},[2773,34053,15053],{},[2773,34055,34056],{},"2311",[2773,34058,34059],{},"エプコ",[2773,34061,13965],{},[2758,34063,34064,34066,34068,34071,34074],{},[2773,34065,30507],{},[2773,34067,15053],{},[2773,34069,34070],{},"2349",[2773,34072,34073],{},"エヌアイデイ",[2773,34075,13976],{},[2758,34077,34078,34080,34082,34085,34088],{},[2773,34079,30507],{},[2773,34081,15053],{},[2773,34083,34084],{},"2378",[2773,34086,34087],{},"ルネサンス",[2773,34089,13976],{},[2758,34091,34092,34094,34096,34099,34102],{},[2773,34093,30507],{},[2773,34095,15053],{},[2773,34097,34098],{},"2415",[2773,34100,34101],{},"ヒューマンホールディングス",[2773,34103,13976],{},[2758,34105,34106,34108,34110,34113,34116],{},[2773,34107,30507],{},[2773,34109,15053],{},[2773,34111,34112],{},"2429",[2773,34114,34115],{},"ワールドホールディングス",[2773,34117,13965],{},[2758,34119,34120,34122,34124,34127,34130],{},[2773,34121,30507],{},[2773,34123,15053],{},[2773,34125,34126],{},"2469",[2773,34128,34129],{},"ヒビノ",[2773,34131,13976],{},[2758,34133,34134,34136,34138,34141,34144],{},[2773,34135,30507],{},[2773,34137,15053],{},[2773,34139,34140],{},"2477",[2773,34142,34143],{},"手間いらず",[2773,34145,14167],{},[2758,34147,34148,34150,34152,34155,34158],{},[2773,34149,30507],{},[2773,34151,15053],{},[2773,34153,34154],{},"2480",[2773,34156,34157],{},"システム・ロケーション",[2773,34159,13976],{},[2758,34161,34162,34164,34166,34169,34172],{},[2773,34163,30507],{},[2773,34165,15053],{},[2773,34167,34168],{},"2483",[2773,34170,34171],{},"翻訳センター",[2773,34173,13976],{},[2758,34175,34176,34178,34180,34183,34186],{},[2773,34177,30507],{},[2773,34179,15053],{},[2773,34181,34182],{},"2503",[2773,34184,34185],{},"キリンホールディングス",[2773,34187,13965],{},[2758,34189,34190,34192,34194,34197,34200],{},[2773,34191,30507],{},[2773,34193,15053],{},[2773,34195,34196],{},"2607",[2773,34198,34199],{},"不二製油",[2773,34201,13976],{},[2758,34203,34204,34206,34208,34211,34214],{},[2773,34205,30507],{},[2773,34207,15053],{},[2773,34209,34210],{},"2613",[2773,34212,34213],{},"Ｊ−オイルミルズ",[2773,34215,13976],{},[2758,34217,34218,34220,34222,34225,34228],{},[2773,34219,30507],{},[2773,34221,15053],{},[2773,34223,34224],{},"262A",[2773,34226,34227],{},"インターメスティック",[2773,34229,13965],{},[2758,34231,34232,34234,34236,34239,34242],{},[2773,34233,30507],{},[2773,34235,15053],{},[2773,34237,34238],{},"268A",[2773,34240,34241],{},"リガク・ホールディングス",[2773,34243,13965],{},[2758,34245,34246,34248,34250,34253,34256],{},[2773,34247,30507],{},[2773,34249,15053],{},[2773,34251,34252],{},"2693",[2773,34254,34255],{},"ＹＫＴ",[2773,34257,13965],{},[2758,34259,34260,34262,34264,34267,34270],{},[2773,34261,30507],{},[2773,34263,15053],{},[2773,34265,34266],{},"2702",[2773,34268,34269],{},"日本マクドナルドホールディングス",[2773,34271,13965],{},[2758,34273,34274,34276,34278,34281,34284],{},[2773,34275,30507],{},[2773,34277,15053],{},[2773,34279,34280],{},"2733",[2773,34282,34283],{},"あらた",[2773,34285,13976],{},[2758,34287,34288,34290,34292,34295,34298],{},[2773,34289,30507],{},[2773,34291,15053],{},[2773,34293,34294],{},"2790",[2773,34296,34297],{},"ナフコ",[2773,34299,13976],{},[2758,34301,34302,34304,34306,34309,34312],{},[2773,34303,30507],{},[2773,34305,15053],{},[2773,34307,34308],{},"2871",[2773,34310,34311],{},"ニチレイ",[2773,34313,13976],{},[2758,34315,34316,34318,34320,34323,34326],{},[2773,34317,30507],{},[2773,34319,15053],{},[2773,34321,34322],{},"2931",[2773,34324,34325],{},"ユーグレナ",[2773,34327,13965],{},[2758,34329,34330,34332,34334,34337,34340],{},[2773,34331,30507],{},[2773,34333,15053],{},[2773,34335,34336],{},"2932",[2773,34338,34339],{},"ＳＴＩフードホールディングス",[2773,34341,13965],{},[2758,34343,34344,34346,34348,34351,34354],{},[2773,34345,30507],{},[2773,34347,15053],{},[2773,34349,34350],{},"2970",[2773,34352,34353],{},"ＧＬＣ　ＧＲＯＵＰ",[2773,34355,13965],{},[2758,34357,34358,34360,34362,34365,34368],{},[2773,34359,30507],{},[2773,34361,15053],{},[2773,34363,34364],{},"3023",[2773,34366,34367],{},"ラサ商事",[2773,34369,13976],{},[2758,34371,34372,34374,34376,34379,34382],{},[2773,34373,30507],{},[2773,34375,15053],{},[2773,34377,34378],{},"3034",[2773,34380,34381],{},"クオールホールディングス",[2773,34383,13976],{},[2758,34385,34386,34388,34390,34393,34396],{},[2773,34387,30507],{},[2773,34389,15053],{},[2773,34391,34392],{},"3123",[2773,34394,34395],{},"サイボー",[2773,34397,13976],{},[2758,34399,34400,34402,34404,34407,34410],{},[2773,34401,30507],{},[2773,34403,15053],{},[2773,34405,34406],{},"3179",[2773,34408,34409],{},"シュッピン",[2773,34411,13976],{},[2758,34413,34414,34416,34418,34421,34424],{},[2773,34415,30507],{},[2773,34417,15053],{},[2773,34419,34420],{},"3205",[2773,34422,34423],{},"ダイドーリミテッド",[2773,34425,13976],{},[2758,34427,34428,34430,34432,34435,34438],{},[2773,34429,30507],{},[2773,34431,15053],{},[2773,34433,34434],{},"3221",[2773,34436,34437],{},"ヨシックスホールディングス",[2773,34439,13976],{},[2758,34441,34442,34444,34446,34449,34452],{},[2773,34443,30507],{},[2773,34445,15053],{},[2773,34447,34448],{},"3238",[2773,34450,34451],{},"セントラル総合開発",[2773,34453,13976],{},[2758,34455,34456,34458,34460,34463,34466],{},[2773,34457,30507],{},[2773,34459,15053],{},[2773,34461,34462],{},"3288",[2773,34464,34465],{},"オープンハウスグループ",[2773,34467,14110],{},[2758,34469,34470,34472,34474,34477,34480],{},[2773,34471,30507],{},[2773,34473,15053],{},[2773,34475,34476],{},"3323",[2773,34478,34479],{},"レカム",[2773,34481,14110],{},[2758,34483,34484,34486,34488,34491,34494],{},[2773,34485,30507],{},[2773,34487,15053],{},[2773,34489,34490],{},"3360",[2773,34492,34493],{},"シップヘルスケアホールディングス",[2773,34495,13976],{},[2758,34497,34498,34500,34502,34505,34508],{},[2773,34499,30507],{},[2773,34501,15053],{},[2773,34503,34504],{},"3393",[2773,34506,34507],{},"スターティアホールディングス",[2773,34509,13976],{},[2758,34511,34512,34514,34516,34519,34522],{},[2773,34513,30507],{},[2773,34515,15053],{},[2773,34517,34518],{},"3417",[2773,34520,34521],{},"大木ヘルスケアホールディングス",[2773,34523,13976],{},[2758,34525,34526,34528,34530,34533,34536],{},[2773,34527,30507],{},[2773,34529,15053],{},[2773,34531,34532],{},"3467",[2773,34534,34535],{},"アグレ都市デザイン",[2773,34537,13976],{},[2758,34539,34540,34542,34544,34547,34550],{},[2773,34541,30507],{},[2773,34543,15053],{},[2773,34545,34546],{},"3486",[2773,34548,34549],{},"グローバル・リンク・マネジメント",[2773,34551,13965],{},[2758,34553,34554,34556,34558,34561,34564],{},[2773,34555,30507],{},[2773,34557,15053],{},[2773,34559,34560],{},"352A",[2773,34562,34563],{},"ＬＯＩＶＥ",[2773,34565,13976],{},[2758,34567,34568,34570,34572,34575,34578],{},[2773,34569,30507],{},[2773,34571,15053],{},[2773,34573,34574],{},"3611",[2773,34576,34577],{},"マツオカコーポレーション",[2773,34579,13976],{},[2758,34581,34582,34584,34586,34589,34592],{},[2773,34583,30507],{},[2773,34585,15053],{},[2773,34587,34588],{},"3632",[2773,34590,34591],{},"グリーホールディングス",[2773,34593,14167],{},[2758,34595,34596,34598,34600,34603,34606],{},[2773,34597,30507],{},[2773,34599,15053],{},[2773,34601,34602],{},"3747",[2773,34604,34605],{},"インタートレード",[2773,34607,14110],{},[2758,34609,34610,34612,34614,34617,34620],{},[2773,34611,30507],{},[2773,34613,15053],{},[2773,34615,34616],{},"3753",[2773,34618,34619],{},"フライトソリューションズ",[2773,34621,13976],{},[2758,34623,34624,34626,34628,34631,34634],{},[2773,34625,30507],{},[2773,34627,15053],{},[2773,34629,34630],{},"3765",[2773,34632,34633],{},"ガンホー・オンライン・エンターテイメント",[2773,34635,13965],{},[2758,34637,34638,34640,34642,34645,34648],{},[2773,34639,30507],{},[2773,34641,15053],{},[2773,34643,34644],{},"3851",[2773,34646,34647],{},"日本一ソフトウェア",[2773,34649,13976],{},[2758,34651,34652,34654,34656,34659,34662],{},[2773,34653,30507],{},[2773,34655,15053],{},[2773,34657,34658],{},"3918",[2773,34660,34661],{},"ＰＣＩホールディングス",[2773,34663,13976],{},[2758,34665,34666,34668,34670,34673,34676],{},[2773,34667,30507],{},[2773,34669,15053],{},[2773,34671,34672],{},"3926",[2773,34674,34675],{},"オープンドア",[2773,34677,13976],{},[2758,34679,34680,34682,34684,34687,34690],{},[2773,34681,30507],{},[2773,34683,15053],{},[2773,34685,34686],{},"3943",[2773,34688,34689],{},"大石産業",[2773,34691,13976],{},[2758,34693,34694,34696,34698,34701,34704],{},[2773,34695,30507],{},[2773,34697,15053],{},[2773,34699,34700],{},"3950",[2773,34702,34703],{},"ザ・パック",[2773,34705,13965],{},[2758,34707,34708,34710,34712,34715,34718],{},[2773,34709,30507],{},[2773,34711,15053],{},[2773,34713,34714],{},"3997",[2773,34716,34717],{},"トレードワークス",[2773,34719,13965],{},[2758,34721,34722,34724,34726,34729,34732],{},[2773,34723,30507],{},[2773,34725,15053],{},[2773,34727,34728],{},"3998",[2773,34730,34731],{},"すららネット",[2773,34733,13965],{},[2758,34735,34736,34738,34740,34743,34746],{},[2773,34737,30507],{},[2773,34739,15053],{},[2773,34741,34742],{},"4021",[2773,34744,34745],{},"日産化学",[2773,34747,13976],{},[2758,34749,34750,34752,34754,34757,34760],{},[2773,34751,30507],{},[2773,34753,15053],{},[2773,34755,34756],{},"4023",[2773,34758,34759],{},"クレハ",[2773,34761,13976],{},[2758,34763,34764,34766,34768,34771,34774],{},[2773,34765,30507],{},[2773,34767,15053],{},[2773,34769,34770],{},"4041",[2773,34772,34773],{},"日本曹達",[2773,34775,13976],{},[2758,34777,34778,34780,34782,34785,34788],{},[2773,34779,30507],{},[2773,34781,15053],{},[2773,34783,34784],{},"4082",[2773,34786,34787],{},"第一稀元素化学工業",[2773,34789,13976],{},[2758,34791,34792,34794,34796,34799,34802],{},[2773,34793,30507],{},[2773,34795,15053],{},[2773,34797,34798],{},"4097",[2773,34800,34801],{},"高圧ガス工業",[2773,34803,13976],{},[2758,34805,34806,34808,34810,34813,34816],{},[2773,34807,30507],{},[2773,34809,15053],{},[2773,34811,34812],{},"4100",[2773,34814,34815],{},"戸田工業",[2773,34817,13976],{},[2758,34819,34820,34822,34824,34827,34830],{},[2773,34821,30507],{},[2773,34823,15053],{},[2773,34825,34826],{},"4102",[2773,34828,34829],{},"丸尾カルシウム",[2773,34831,13976],{},[2758,34833,34834,34836,34838,34841,34844],{},[2773,34835,30507],{},[2773,34837,15053],{},[2773,34839,34840],{},"4182",[2773,34842,34843],{},"三菱瓦斯化学",[2773,34845,13976],{},[2758,34847,34848,34850,34852,34855,34858],{},[2773,34849,30507],{},[2773,34851,15053],{},[2773,34853,34854],{},"4208",[2773,34856,34857],{},"ＵＢＥ",[2773,34859,13976],{},[2758,34861,34862,34864,34866,34869,34872],{},[2773,34863,30507],{},[2773,34865,15053],{},[2773,34867,34868],{},"4242",[2773,34870,34871],{},"タカギセイコー",[2773,34873,13976],{},[2758,34875,34876,34878,34880,34883,34886],{},[2773,34877,30507],{},[2773,34879,15053],{},[2773,34881,34882],{},"4243",[2773,34884,34885],{},"ニックス",[2773,34887,14110],{},[2758,34889,34890,34892,34894,34897,34900],{},[2773,34891,30507],{},[2773,34893,15053],{},[2773,34895,34896],{},"4263",[2773,34898,34899],{},"サスメド",[2773,34901,14167],{},[2758,34903,34904,34906,34908,34911,34914],{},[2773,34905,30507],{},[2773,34907,15053],{},[2773,34909,34910],{},"4275",[2773,34912,34913],{},"カーリット",[2773,34915,13976],{},[2758,34917,34918,34920,34922,34925,34928],{},[2773,34919,30507],{},[2773,34921,15053],{},[2773,34923,34924],{},"4344",[2773,34926,34927],{},"ソースネクスト",[2773,34929,13965],{},[2758,34931,34932,34934,34936,34939,34942],{},[2773,34933,30507],{},[2773,34935,15053],{},[2773,34937,34938],{},"4350",[2773,34940,34941],{},"メディカルシステムネットワーク",[2773,34943,13976],{},[2758,34945,34946,34948,34950,34953,34956],{},[2773,34947,30507],{},[2773,34949,15053],{},[2773,34951,34952],{},"4390",[2773,34954,34955],{},"ＩＰＳ",[2773,34957,13976],{},[2758,34959,34960,34962,34964,34967,34970],{},[2773,34961,30507],{},[2773,34963,15053],{},[2773,34965,34966],{},"4447",[2773,34968,34969],{},"ピー・ビーシステムズ",[2773,34971,14110],{},[2758,34973,34974,34976,34978,34981,34984],{},[2773,34975,30507],{},[2773,34977,15053],{},[2773,34979,34980],{},"4464",[2773,34982,34983],{},"ソフト９９コーポレーション",[2773,34985,13976],{},[2758,34987,34988,34990,34992,34995,34998],{},[2773,34989,30507],{},[2773,34991,15053],{},[2773,34993,34994],{},"4521",[2773,34996,34997],{},"科研製薬",[2773,34999,13976],{},[2758,35001,35002,35004,35006,35009,35012],{},[2773,35003,30507],{},[2773,35005,15053],{},[2773,35007,35008],{},"4543",[2773,35010,35011],{},"テルモ",[2773,35013,13976],{},[2758,35015,35016,35018,35020,35022,35024],{},[2773,35017,30507],{},[2773,35019,15053],{},[2773,35021,25695],{},[2773,35023,25698],{},[2773,35025,13965],{},[2758,35027,35028,35030,35032,35035,35038],{},[2773,35029,30507],{},[2773,35031,15053],{},[2773,35033,35034],{},"4565",[2773,35036,35037],{},"ネクセラファーマ",[2773,35039,13965],{},[2758,35041,35042,35044,35046,35049,35052],{},[2773,35043,30507],{},[2773,35045,15053],{},[2773,35047,35048],{},"4570",[2773,35050,35051],{},"免疫生物研究所",[2773,35053,13976],{},[2758,35055,35056,35058,35060,35063,35066],{},[2773,35057,30507],{},[2773,35059,15053],{},[2773,35061,35062],{},"4571",[2773,35064,35065],{},"ＮＡＮＯホールディングス",[2773,35067,13976],{},[2758,35069,35070,35072,35074,35077,35080],{},[2773,35071,30507],{},[2773,35073,15053],{},[2773,35075,35076],{},"4586",[2773,35078,35079],{},"メドレックス",[2773,35081,13965],{},[2758,35083,35084,35086,35088,35091,35094],{},[2773,35085,30507],{},[2773,35087,15053],{},[2773,35089,35090],{},"4612",[2773,35092,35093],{},"日本ペイントホールディングス",[2773,35095,13965],{},[2758,35097,35098,35100,35102,35105,35108],{},[2773,35099,30507],{},[2773,35101,15053],{},[2773,35103,35104],{},"4613",[2773,35106,35107],{},"関西ペイント",[2773,35109,13976],{},[2758,35111,35112,35114,35116,35119,35122],{},[2773,35113,30507],{},[2773,35115,15053],{},[2773,35117,35118],{},"4628",[2773,35120,35121],{},"エスケー化研",[2773,35123,13976],{},[2758,35125,35126,35128,35130,35133,35136],{},[2773,35127,30507],{},[2773,35129,15053],{},[2773,35131,35132],{},"4662",[2773,35134,35135],{},"フォーカスシステムズ",[2773,35137,13976],{},[2758,35139,35140,35142,35144,35147,35150],{},[2773,35141,30507],{},[2773,35143,15053],{},[2773,35145,35146],{},"4712",[2773,35148,35149],{},"ＫｅｙＨｏｌｄｅｒ",[2773,35151,13965],{},[2758,35153,35154,35156,35158,35161,35164],{},[2773,35155,30507],{},[2773,35157,15053],{},[2773,35159,35160],{},"4751",[2773,35162,35163],{},"サイバーエージェント",[2773,35165,14110],{},[2758,35167,35168,35170,35172,35175,35178],{},[2773,35169,30507],{},[2773,35171,15053],{},[2773,35173,35174],{},"4783",[2773,35176,35177],{},"ＮＣＤ",[2773,35179,13976],{},[2758,35181,35182,35184,35186,35189,35192],{},[2773,35183,30507],{},[2773,35185,15053],{},[2773,35187,35188],{},"4800",[2773,35190,35191],{},"オリコン",[2773,35193,13976],{},[2758,35195,35196,35198,35200,35203,35206],{},[2773,35197,30507],{},[2773,35199,15053],{},[2773,35201,35202],{},"4912",[2773,35204,35205],{},"ライオン",[2773,35207,13965],{},[2758,35209,35210,35212,35214,35217,35220],{},[2773,35211,30507],{},[2773,35213,15053],{},[2773,35215,35216],{},"4931",[2773,35218,35219],{},"新日本製薬",[2773,35221,14110],{},[2758,35223,35224,35226,35228,35231,35234],{},[2773,35225,30507],{},[2773,35227,15053],{},[2773,35229,35230],{},"4977",[2773,35232,35233],{},"新田ゼラチン",[2773,35235,13976],{},[2758,35237,35238,35240,35242,35245,35248],{},[2773,35239,30507],{},[2773,35241,15053],{},[2773,35243,35244],{},"5013",[2773,35246,35247],{},"ユシロ",[2773,35249,13976],{},[2758,35251,35252,35254,35256,35259,35262],{},[2773,35253,30507],{},[2773,35255,15053],{},[2773,35257,35258],{},"5287",[2773,35260,35261],{},"イトーヨーギョー",[2773,35263,13976],{},[2758,35265,35266,35268,35270,35273,35276],{},[2773,35267,30507],{},[2773,35269,15053],{},[2773,35271,35272],{},"5290",[2773,35274,35275],{},"ベルテクスコーポレーション",[2773,35277,13976],{},[2758,35279,35280,35282,35284,35287,35290],{},[2773,35281,30507],{},[2773,35283,15053],{},[2773,35285,35286],{},"5304",[2773,35288,35289],{},"ＳＥＣカーボン",[2773,35291,13976],{},[2758,35293,35294,35296,35298,35301,35304],{},[2773,35295,30507],{},[2773,35297,15053],{},[2773,35299,35300],{},"5310",[2773,35302,35303],{},"東洋炭素",[2773,35305,13965],{},[2758,35307,35308,35310,35312,35315,35318],{},[2773,35309,30507],{},[2773,35311,15053],{},[2773,35313,35314],{},"5463",[2773,35316,35317],{},"丸一鋼管",[2773,35319,13976],{},[2758,35321,35322,35324,35326,35329,35332],{},[2773,35323,30507],{},[2773,35325,15053],{},[2773,35327,35328],{},"5597",[2773,35330,35331],{},"ブルーイノベーション",[2773,35333,13965],{},[2758,35335,35336,35338,35340,35343,35346],{},[2773,35337,30507],{},[2773,35339,15053],{},[2773,35341,35342],{},"5706",[2773,35344,35345],{},"三井金属",[2773,35347,13976],{},[2758,35349,35350,35352,35354,35357,35360],{},[2773,35351,30507],{},[2773,35353,15053],{},[2773,35355,35356],{},"5753",[2773,35358,35359],{},"日本伸銅",[2773,35361,13976],{},[2758,35363,35364,35366,35368,35371,35374],{},[2773,35365,30507],{},[2773,35367,15053],{},[2773,35369,35370],{},"5757",[2773,35372,35373],{},"ＣＫサンエツ",[2773,35375,13976],{},[2758,35377,35378,35380,35382,35385,35388],{},[2773,35379,30507],{},[2773,35381,15053],{},[2773,35383,35384],{},"5943",[2773,35386,35387],{},"ノーリツ",[2773,35389,13965],{},[2758,35391,35392,35394,35396,35399,35402],{},[2773,35393,30507],{},[2773,35395,15053],{},[2773,35397,35398],{},"5946",[2773,35400,35401],{},"長府製作所",[2773,35403,13965],{},[2758,35405,35406,35408,35410,35413,35416],{},[2773,35407,30507],{},[2773,35409,15053],{},[2773,35411,35412],{},"5950",[2773,35414,35415],{},"日本パワーファスニング",[2773,35417,13965],{},[2758,35419,35420,35422,35424,35427,35430],{},[2773,35421,30507],{},[2773,35423,15053],{},[2773,35425,35426],{},"5957",[2773,35428,35429],{},"日東精工",[2773,35431,13965],{},[2758,35433,35434,35436,35438,35441,35444],{},[2773,35435,30507],{},[2773,35437,15053],{},[2773,35439,35440],{},"5985",[2773,35442,35443],{},"サンコール",[2773,35445,13976],{},[2758,35447,35448,35450,35452,35455,35458],{},[2773,35449,30507],{},[2773,35451,15053],{},[2773,35453,35454],{},"6005",[2773,35456,35457],{},"三浦工業",[2773,35459,13976],{},[2758,35461,35462,35464,35466,35469,35472],{},[2773,35463,30507],{},[2773,35465,15053],{},[2773,35467,35468],{},"6029",[2773,35470,35471],{},"アトラグループ",[2773,35473,13965],{},[2758,35475,35476,35478,35480,35483,35486],{},[2773,35477,30507],{},[2773,35479,15053],{},[2773,35481,35482],{},"6072",[2773,35484,35485],{},"地盤ネットホールディングス",[2773,35487,13976],{},[2758,35489,35490,35492,35494,35497,35500],{},[2773,35491,30507],{},[2773,35493,15053],{},[2773,35495,35496],{},"6089",[2773,35498,35499],{},"ウィルグループ",[2773,35501,13976],{},[2758,35503,35504,35506,35508,35511,35514],{},[2773,35505,30507],{},[2773,35507,15053],{},[2773,35509,35510],{},"6090",[2773,35512,35513],{},"ヒューマン・メタボローム・テクノロジーズ",[2773,35515,14167],{},[2758,35517,35518,35520,35522,35525,35528],{},[2773,35519,30507],{},[2773,35521,15053],{},[2773,35523,35524],{},"6098",[2773,35526,35527],{},"リクルートホールディングス",[2773,35529,13976],{},[2758,35531,35532,35534,35536,35539,35542],{},[2773,35533,30507],{},[2773,35535,15053],{},[2773,35537,35538],{},"6138",[2773,35540,35541],{},"ダイジェット工業",[2773,35543,13976],{},[2758,35545,35546,35548,35550,35553,35556],{},[2773,35547,30507],{},[2773,35549,15053],{},[2773,35551,35552],{},"6145",[2773,35554,35555],{},"ＮＩＴＴＯＫＵ",[2773,35557,13976],{},[2758,35559,35560,35562,35564,35567,35570],{},[2773,35561,30507],{},[2773,35563,15053],{},[2773,35565,35566],{},"6155",[2773,35568,35569],{},"高松機械工業",[2773,35571,13976],{},[2758,35573,35574,35576,35578,35581,35584],{},[2773,35575,30507],{},[2773,35577,15053],{},[2773,35579,35580],{},"6167",[2773,35582,35583],{},"冨士ダイス",[2773,35585,13976],{},[2758,35587,35588,35590,35592,35595,35598],{},[2773,35589,30507],{},[2773,35591,15053],{},[2773,35593,35594],{},"6171",[2773,35596,35597],{},"土木管理総合試験所",[2773,35599,13965],{},[2758,35601,35602,35604,35606,35609,35612],{},[2773,35603,30507],{},[2773,35605,15053],{},[2773,35607,35608],{},"6178",[2773,35610,35611],{},"日本郵政",[2773,35613,13976],{},[2758,35615,35616,35618,35620,35623,35626],{},[2773,35617,30507],{},[2773,35619,15053],{},[2773,35621,35622],{},"6186",[2773,35624,35625],{},"一蔵",[2773,35627,13976],{},[2758,35629,35630,35632,35634,35637,35640],{},[2773,35631,30507],{},[2773,35633,15053],{},[2773,35635,35636],{},"6208",[2773,35638,35639],{},"石川製作所",[2773,35641,13976],{},[2758,35643,35644,35646,35648,35651,35654],{},[2773,35645,30507],{},[2773,35647,15053],{},[2773,35649,35650],{},"6223",[2773,35652,35653],{},"西部技研",[2773,35655,13965],{},[2758,35657,35658,35660,35662,35665,35668],{},[2773,35659,30507],{},[2773,35661,15053],{},[2773,35663,35664],{},"6235",[2773,35666,35667],{},"オプトラン",[2773,35669,13965],{},[2758,35671,35672,35674,35676,35679,35682],{},[2773,35673,30507],{},[2773,35675,15053],{},[2773,35677,35678],{},"6240",[2773,35680,35681],{},"ヤマシンフィルタ",[2773,35683,13976],{},[2758,35685,35686,35688,35690,35693,35696],{},[2773,35687,30507],{},[2773,35689,15053],{},[2773,35691,35692],{},"6245",[2773,35694,35695],{},"ヒラノテクシード",[2773,35697,13976],{},[2758,35699,35700,35702,35704,35707,35710],{},[2773,35701,30507],{},[2773,35703,15053],{},[2773,35705,35706],{},"6248",[2773,35708,35709],{},"横田製作所",[2773,35711,13976],{},[2758,35713,35714,35716,35718,35721,35724],{},[2773,35715,30507],{},[2773,35717,15053],{},[2773,35719,35720],{},"6254",[2773,35722,35723],{},"野村マイクロ・サイエンス",[2773,35725,13976],{},[2758,35727,35728,35730,35732,35735,35738],{},[2773,35729,30507],{},[2773,35731,15053],{},[2773,35733,35734],{},"6258",[2773,35736,35737],{},"平田機工",[2773,35739,13976],{},[2758,35741,35742,35744,35746,35749,35752],{},[2773,35743,30507],{},[2773,35745,15053],{},[2773,35747,35748],{},"6286",[2773,35750,35751],{},"靜甲",[2773,35753,13976],{},[2758,35755,35756,35758,35760,35763,35766],{},[2773,35757,30507],{},[2773,35759,15053],{},[2773,35761,35762],{},"6317",[2773,35764,35765],{},"北川鉄工所",[2773,35767,13976],{},[2758,35769,35770,35772,35774,35777,35780],{},[2773,35771,30507],{},[2773,35773,15053],{},[2773,35775,35776],{},"6324",[2773,35778,35779],{},"ハーモニック・ドライブ・システムズ",[2773,35781,13976],{},[2758,35783,35784,35786,35788,35791,35794],{},[2773,35785,30507],{},[2773,35787,15053],{},[2773,35789,35790],{},"6338",[2773,35792,35793],{},"タカトリ",[2773,35795,14110],{},[2758,35797,35798,35800,35802,35805,35808],{},[2773,35799,30507],{},[2773,35801,15053],{},[2773,35803,35804],{},"6360",[2773,35806,35807],{},"東京自働機械製作所",[2773,35809,13976],{},[2758,35811,35812,35814,35816,35819,35822],{},[2773,35813,30507],{},[2773,35815,15053],{},[2773,35817,35818],{},"6393",[2773,35820,35821],{},"油研工業",[2773,35823,13976],{},[2758,35825,35826,35828,35830,35833,35836],{},[2773,35827,30507],{},[2773,35829,15053],{},[2773,35831,35832],{},"6400",[2773,35834,35835],{},"不二精機",[2773,35837,13965],{},[2758,35839,35840,35842,35844,35847,35850],{},[2773,35841,30507],{},[2773,35843,15053],{},[2773,35845,35846],{},"6405",[2773,35848,35849],{},"鈴茂器工",[2773,35851,13976],{},[2758,35853,35854,35856,35858,35861,35864],{},[2773,35855,30507],{},[2773,35857,15053],{},[2773,35859,35860],{},"6412",[2773,35862,35863],{},"平和",[2773,35865,13976],{},[2758,35867,35868,35870,35872,35875,35878],{},[2773,35869,30507],{},[2773,35871,15053],{},[2773,35873,35874],{},"6430",[2773,35876,35877],{},"ダイコク電機",[2773,35879,13976],{},[2758,35881,35882,35884,35886,35889,35892],{},[2773,35883,30507],{},[2773,35885,15053],{},[2773,35887,35888],{},"6482",[2773,35890,35891],{},"ＹＵＳＨＩＮ",[2773,35893,13976],{},[2758,35895,35896,35898,35900,35903,35906],{},[2773,35897,30507],{},[2773,35899,15053],{},[2773,35901,35902],{},"6518",[2773,35904,35905],{},"三相電機",[2773,35907,13976],{},[2758,35909,35910,35912,35914,35917,35920],{},[2773,35911,30507],{},[2773,35913,15053],{},[2773,35915,35916],{},"6568",[2773,35918,35919],{},"神戸天然物化学",[2773,35921,13976],{},[2758,35923,35924,35926,35928,35931,35934],{},[2773,35925,30507],{},[2773,35927,15053],{},[2773,35929,35930],{},"6588",[2773,35932,35933],{},"東芝テック",[2773,35935,13976],{},[2758,35937,35938,35940,35942,35945,35948],{},[2773,35939,30507],{},[2773,35941,15053],{},[2773,35943,35944],{},"6612",[2773,35946,35947],{},"バルミューダ",[2773,35949,13965],{},[2758,35951,35952,35954,35956,35959,35962],{},[2773,35953,30507],{},[2773,35955,15053],{},[2773,35957,35958],{},"6626",[2773,35960,35961],{},"ＳＥＭＩＴＥＣ",[2773,35963,13976],{},[2758,35965,35966,35968,35970,35973,35976],{},[2773,35967,30507],{},[2773,35969,15053],{},[2773,35971,35972],{},"6648",[2773,35974,35975],{},"かわでん",[2773,35977,13976],{},[2758,35979,35980,35982,35984,35987,35990],{},[2773,35981,30507],{},[2773,35983,15053],{},[2773,35985,35986],{},"6675",[2773,35988,35989],{},"サクサ",[2773,35991,13976],{},[2758,35993,35994,35996,35998,36001,36004],{},[2773,35995,30507],{},[2773,35997,15053],{},[2773,35999,36000],{},"6742",[2773,36002,36003],{},"京三製作所",[2773,36005,13976],{},[2758,36007,36008,36010,36012,36015,36018],{},[2773,36009,30507],{},[2773,36011,15053],{},[2773,36013,36014],{},"6753",[2773,36016,36017],{},"シャープ",[2773,36019,13976],{},[2758,36021,36022,36024,36026,36029,36032],{},[2773,36023,30507],{},[2773,36025,15053],{},[2773,36027,36028],{},"6779",[2773,36030,36031],{},"日本電波工業",[2773,36033,13976],{},[2758,36035,36036,36038,36040,36043,36046],{},[2773,36037,30507],{},[2773,36039,15053],{},[2773,36041,36042],{},"6794",[2773,36044,36045],{},"フォスター電機",[2773,36047,13976],{},[2758,36049,36050,36052,36054,36057,36060],{},[2773,36051,30507],{},[2773,36053,15053],{},[2773,36055,36056],{},"6844",[2773,36058,36059],{},"新電元工業",[2773,36061,13976],{},[2758,36063,36064,36066,36068,36071,36074],{},[2773,36065,30507],{},[2773,36067,15053],{},[2773,36069,36070],{},"6853",[2773,36072,36073],{},"共和電業",[2773,36075,13965],{},[2758,36077,36078,36080,36082,36085,36088],{},[2773,36079,30507],{},[2773,36081,15053],{},[2773,36083,36084],{},"6855",[2773,36086,36087],{},"日本電子材料",[2773,36089,13976],{},[2758,36091,36092,36094,36096,36099,36102],{},[2773,36093,30507],{},[2773,36095,15053],{},[2773,36097,36098],{},"6856",[2773,36100,36101],{},"堀場製作所",[2773,36103,13965],{},[2758,36105,36106,36108,36110,36113,36116],{},[2773,36107,30507],{},[2773,36109,15053],{},[2773,36111,36112],{},"6863",[2773,36114,36115],{},"ニレコ",[2773,36117,13976],{},[2758,36119,36120,36122,36124,36127,36130],{},[2773,36121,30507],{},[2773,36123,15053],{},[2773,36125,36126],{},"6869",[2773,36128,36129],{},"シスメックス",[2773,36131,13976],{},[2758,36133,36134,36136,36138,36141,36144],{},[2773,36135,30507],{},[2773,36137,15053],{},[2773,36139,36140],{},"6982",[2773,36142,36143],{},"リード",[2773,36145,13976],{},[2758,36147,36148,36150,36152,36155,36158],{},[2773,36149,30507],{},[2773,36151,15053],{},[2773,36153,36154],{},"6986",[2773,36156,36157],{},"双葉電子工業",[2773,36159,13976],{},[2758,36161,36162,36164,36166,36169,36172],{},[2773,36163,30507],{},[2773,36165,15053],{},[2773,36167,36168],{},"6997",[2773,36170,36171],{},"日本ケミコン",[2773,36173,13976],{},[2758,36175,36176,36178,36180,36183,36186],{},[2773,36177,30507],{},[2773,36179,15053],{},[2773,36181,36182],{},"7030",[2773,36184,36185],{},"スプリックス",[2773,36187,14110],{},[2758,36189,36190,36192,36194,36197,36200],{},[2773,36191,30507],{},[2773,36193,15053],{},[2773,36195,36196],{},"7067",[2773,36198,36199],{},"ブランディングテクノロジー",[2773,36201,13976],{},[2758,36203,36204,36206,36208,36211,36214],{},[2773,36205,30507],{},[2773,36207,15053],{},[2773,36209,36210],{},"7181",[2773,36212,36213],{},"かんぽ生命保険",[2773,36215,13976],{},[2758,36217,36218,36220,36222,36225,36228],{},[2773,36219,30507],{},[2773,36221,15053],{},[2773,36223,36224],{},"7182",[2773,36226,36227],{},"ゆうちょ銀行",[2773,36229,13976],{},[2758,36231,36232,36234,36236,36239,36242],{},[2773,36233,30507],{},[2773,36235,15053],{},[2773,36237,36238],{},"7187",[2773,36240,36241],{},"ジェイリース",[2773,36243,13976],{},[2758,36245,36246,36248,36250,36253,36256],{},[2773,36247,30507],{},[2773,36249,15053],{},[2773,36251,36252],{},"7213",[2773,36254,36255],{},"レシップホールディングス",[2773,36257,13976],{},[2758,36259,36260,36262,36264,36267,36270],{},[2773,36261,30507],{},[2773,36263,15053],{},[2773,36265,36266],{},"7214",[2773,36268,36269],{},"ＧＭＢ",[2773,36271,13976],{},[2758,36273,36274,36276,36278,36281,36284],{},[2773,36275,30507],{},[2773,36277,15053],{},[2773,36279,36280],{},"7287",[2773,36282,36283],{},"日本精機",[2773,36285,13976],{},[2758,36287,36288,36290,36292,36295,36298],{},[2773,36289,30507],{},[2773,36291,15053],{},[2773,36293,36294],{},"7294",[2773,36296,36297],{},"ヨロズ",[2773,36299,13976],{},[2758,36301,36302,36304,36306,36309,36312],{},[2773,36303,30507],{},[2773,36305,15053],{},[2773,36307,36308],{},"7313",[2773,36310,36311],{},"テイ・エス　テック",[2773,36313,13976],{},[2758,36315,36316,36318,36320,36323,36326],{},[2773,36317,30507],{},[2773,36319,15053],{},[2773,36321,36322],{},"7318",[2773,36324,36325],{},"セレンディップ・ホールディングス",[2773,36327,13976],{},[2758,36329,36330,36332,36334,36337,36340],{},[2773,36331,30507],{},[2773,36333,15053],{},[2773,36335,36336],{},"7358",[2773,36338,36339],{},"ポピンズ",[2773,36341,13965],{},[2758,36343,36344,36346,36348,36351,36354],{},[2773,36345,30507],{},[2773,36347,15053],{},[2773,36349,36350],{},"7413",[2773,36352,36353],{},"創健社",[2773,36355,13976],{},[2758,36357,36358,36360,36362,36365,36368],{},[2773,36359,30507],{},[2773,36361,15053],{},[2773,36363,36364],{},"7416",[2773,36366,36367],{},"はるやまホールディングス",[2773,36369,13976],{},[2758,36371,36372,36374,36376,36379,36382],{},[2773,36373,30507],{},[2773,36375,15053],{},[2773,36377,36378],{},"7417",[2773,36380,36381],{},"南陽",[2773,36383,13976],{},[2758,36385,36386,36388,36390,36393,36396],{},[2773,36387,30507],{},[2773,36389,15053],{},[2773,36391,36392],{},"7472",[2773,36394,36395],{},"鳥羽洋行",[2773,36397,13976],{},[2758,36399,36400,36402,36404,36407,36410],{},[2773,36401,30507],{},[2773,36403,15053],{},[2773,36405,36406],{},"7482",[2773,36408,36409],{},"シモジマ",[2773,36411,13976],{},[2758,36413,36414,36416,36418,36421,36424],{},[2773,36415,30507],{},[2773,36417,15053],{},[2773,36419,36420],{},"7500",[2773,36422,36423],{},"西川計測",[2773,36425,14167],{},[2758,36427,36428,36430,36432,36435,36438],{},[2773,36429,30507],{},[2773,36431,15053],{},[2773,36433,36434],{},"7550",[2773,36436,36437],{},"ゼンショーホールディングス",[2773,36439,13976],{},[2758,36441,36442,36444,36446,36449,36452],{},[2773,36443,30507],{},[2773,36445,15053],{},[2773,36447,36448],{},"7613",[2773,36450,36451],{},"シークス",[2773,36453,13965],{},[2758,36455,36456,36458,36460,36463,36466],{},[2773,36457,30507],{},[2773,36459,15053],{},[2773,36461,36462],{},"7621",[2773,36464,36465],{},"うかい",[2773,36467,13976],{},[2758,36469,36470,36472,36474,36477,36480],{},[2773,36471,30507],{},[2773,36473,15053],{},[2773,36475,36476],{},"7681",[2773,36478,36479],{},"レオクラン",[2773,36481,14110],{},[2758,36483,36484,36486,36488,36491,36494],{},[2773,36485,30507],{},[2773,36487,15053],{},[2773,36489,36490],{},"7716",[2773,36492,36493],{},"ナカニシ",[2773,36495,13965],{},[2758,36497,36498,36500,36502,36505,36508],{},[2773,36499,30507],{},[2773,36501,15053],{},[2773,36503,36504],{},"7717",[2773,36506,36507],{},"ブイ・テクノロジー",[2773,36509,13976],{},[2758,36511,36512,36514,36516,36519,36522],{},[2773,36513,30507],{},[2773,36515,15053],{},[2773,36517,36518],{},"7733",[2773,36520,36521],{},"オリンパス",[2773,36523,13976],{},[2758,36525,36526,36528,36530,36533,36536],{},[2773,36527,30507],{},[2773,36529,15053],{},[2773,36531,36532],{},"7740",[2773,36534,36535],{},"タムロン",[2773,36537,13965],{},[2758,36539,36540,36542,36544,36547,36550],{},[2773,36541,30507],{},[2773,36543,15053],{},[2773,36545,36546],{},"7746",[2773,36548,36549],{},"岡本硝子",[2773,36551,13976],{},[2758,36553,36554,36556,36558,36561,36564],{},[2773,36555,30507],{},[2773,36557,15053],{},[2773,36559,36560],{},"7792",[2773,36562,36563],{},"コラントッテ",[2773,36565,14110],{},[2758,36567,36568,36570,36572,36575,36578],{},[2773,36569,30507],{},[2773,36571,15053],{},[2773,36573,36574],{},"7821",[2773,36576,36577],{},"前田工繊",[2773,36579,14167],{},[2758,36581,36582,36584,36586,36589,36592],{},[2773,36583,30507],{},[2773,36585,15053],{},[2773,36587,36588],{},"7863",[2773,36590,36591],{},"平賀",[2773,36593,13976],{},[2758,36595,36596,36598,36600,36603,36606],{},[2773,36597,30507],{},[2773,36599,15053],{},[2773,36601,36602],{},"7868",[2773,36604,36605],{},"広済堂ホールディングス",[2773,36607,13976],{},[2758,36609,36610,36612,36614,36617,36620],{},[2773,36611,30507],{},[2773,36613,15053],{},[2773,36615,36616],{},"7877",[2773,36618,36619],{},"永大化工",[2773,36621,13976],{},[2758,36623,36624,36626,36628,36631,36634],{},[2773,36625,30507],{},[2773,36627,15053],{},[2773,36629,36630],{},"7898",[2773,36632,36633],{},"ウッドワン",[2773,36635,13976],{},[2758,36637,36638,36640,36642,36645,36648],{},[2773,36639,30507],{},[2773,36641,15053],{},[2773,36643,36644],{},"7912",[2773,36646,36647],{},"大日本印刷",[2773,36649,13976],{},[2758,36651,36652,36654,36656,36659,36662],{},[2773,36653,30507],{},[2773,36655,15053],{},[2773,36657,36658],{},"7932",[2773,36660,36661],{},"ニッピ",[2773,36663,13976],{},[2758,36665,36666,36668,36670,36673,36676],{},[2773,36667,30507],{},[2773,36669,15053],{},[2773,36671,36672],{},"7952",[2773,36674,36675],{},"河合楽器製作所",[2773,36677,13976],{},[2758,36679,36680,36682,36684,36687,36690],{},[2773,36681,30507],{},[2773,36683,15053],{},[2773,36685,36686],{},"7980",[2773,36688,36689],{},"重松製作所",[2773,36691,13976],{},[2758,36693,36694,36696,36698,36701,36704],{},[2773,36695,30507],{},[2773,36697,15053],{},[2773,36699,36700],{},"7987",[2773,36702,36703],{},"ナカバヤシ",[2773,36705,13976],{},[2758,36707,36708,36710,36712,36715,36718],{},[2773,36709,30507],{},[2773,36711,15053],{},[2773,36713,36714],{},"7990",[2773,36716,36717],{},"グローブライド",[2773,36719,13976],{},[2758,36721,36722,36724,36726,36729,36732],{},[2773,36723,30507],{},[2773,36725,15053],{},[2773,36727,36728],{},"7994",[2773,36730,36731],{},"オカムラ",[2773,36733,13976],{},[2758,36735,36736,36738,36740,36743,36746],{},[2773,36737,30507],{},[2773,36739,15053],{},[2773,36741,36742],{},"8018",[2773,36744,36745],{},"三共生興",[2773,36747,13976],{},[2758,36749,36750,36752,36754,36757,36760],{},[2773,36751,30507],{},[2773,36753,15053],{},[2773,36755,36756],{},"8050",[2773,36758,36759],{},"セイコーグループ",[2773,36761,13976],{},[2758,36763,36764,36766,36768,36771,36774],{},[2773,36765,30507],{},[2773,36767,15053],{},[2773,36769,36770],{},"8093",[2773,36772,36773],{},"極東貿易",[2773,36775,13976],{},[2758,36777,36778,36780,36782,36785,36788],{},[2773,36779,30507],{},[2773,36781,15053],{},[2773,36783,36784],{},"8104",[2773,36786,36787],{},"クワザワホールディングス",[2773,36789,13976],{},[2758,36791,36792,36794,36796,36799,36802],{},[2773,36793,30507],{},[2773,36795,15053],{},[2773,36797,36798],{},"8118",[2773,36800,36801],{},"キング",[2773,36803,13976],{},[2758,36805,36806,36808,36810,36813,36816],{},[2773,36807,30507],{},[2773,36809,15053],{},[2773,36811,36812],{},"8135",[2773,36814,36815],{},"ゼット",[2773,36817,13976],{},[2758,36819,36820,36822,36824,36827,36830],{},[2773,36821,30507],{},[2773,36823,15053],{},[2773,36825,36826],{},"8139",[2773,36828,36829],{},"ナガホリ",[2773,36831,13976],{},[2758,36833,36834,36836,36838,36841,36844],{},[2773,36835,30507],{},[2773,36837,15053],{},[2773,36839,36840],{},"8153",[2773,36842,36843],{},"モスフードサービス",[2773,36845,13976],{},[2758,36847,36848,36850,36852,36855,36858],{},[2773,36849,30507],{},[2773,36851,15053],{},[2773,36853,36854],{},"8165",[2773,36856,36857],{},"千趣会",[2773,36859,13965],{},[2758,36861,36862,36864,36866,36869,36872],{},[2773,36863,30507],{},[2773,36865,15053],{},[2773,36867,36868],{},"8179",[2773,36870,36871],{},"ロイヤルホールディングス",[2773,36873,13965],{},[2758,36875,36876,36878,36880,36883,36886],{},[2773,36877,30507],{},[2773,36879,15053],{},[2773,36881,36882],{},"8207",[2773,36884,36885],{},"テンアライド",[2773,36887,13976],{},[2758,36889,36890,36892,36894,36897,36900],{},[2773,36891,30507],{},[2773,36893,15053],{},[2773,36895,36896],{},"8354",[2773,36898,36899],{},"ふくおかフィナンシャルグループ",[2773,36901,13976],{},[2758,36903,36904,36906,36908,36911,36914],{},[2773,36905,30507],{},[2773,36907,15053],{},[2773,36909,36910],{},"8410",[2773,36912,36913],{},"セブン銀行",[2773,36915,13976],{},[2758,36917,36918,36920,36922,36925,36928],{},[2773,36919,30507],{},[2773,36921,15053],{},[2773,36923,36924],{},"8418",[2773,36926,36927],{},"山口フィナンシャルグループ",[2773,36929,13976],{},[2758,36931,36932,36934,36936,36939,36942],{},[2773,36933,30507],{},[2773,36935,15053],{},[2773,36937,36938],{},"8593",[2773,36940,36941],{},"三菱ＨＣキャピタル",[2773,36943,13976],{},[2758,36945,36946,36948,36950,36953,36956],{},[2773,36947,30507],{},[2773,36949,15053],{},[2773,36951,36952],{},"8715",[2773,36954,36955],{},"アニコム　ホールディングス",[2773,36957,13976],{},[2758,36959,36960,36962,36964,36967,36970],{},[2773,36961,30507],{},[2773,36963,15053],{},[2773,36965,36966],{},"8801",[2773,36968,36969],{},"三井不動産",[2773,36971,13976],{},[2758,36973,36974,36976,36978,36981,36984],{},[2773,36975,30507],{},[2773,36977,15053],{},[2773,36979,36980],{},"8848",[2773,36982,36983],{},"レオパレス２１",[2773,36985,13976],{},[2758,36987,36988,36990,36992,36995,36998],{},[2773,36989,30507],{},[2773,36991,15053],{},[2773,36993,36994],{},"8881",[2773,36996,36997],{},"日神グループホールディングス",[2773,36999,13976],{},[2758,37001,37002,37004,37006,37009,37012],{},[2773,37003,30507],{},[2773,37005,15053],{},[2773,37007,37008],{},"8919",[2773,37010,37011],{},"カチタス",[2773,37013,13976],{},[2758,37015,37016,37018,37020,37023,37026],{},[2773,37017,30507],{},[2773,37019,15053],{},[2773,37021,37022],{},"8929",[2773,37024,37025],{},"青山財産ネットワークス",[2773,37027,13965],{},[2758,37029,37030,37032,37034,37037,37040],{},[2773,37031,30507],{},[2773,37033,15053],{},[2773,37035,37036],{},"9005",[2773,37038,37039],{},"東急",[2773,37041,13976],{},[2758,37043,37044,37046,37048,37051,37054],{},[2773,37045,30507],{},[2773,37047,15053],{},[2773,37049,37050],{},"9007",[2773,37052,37053],{},"小田急電鉄",[2773,37055,13976],{},[2758,37057,37058,37060,37062,37065,37068],{},[2773,37059,30507],{},[2773,37061,15053],{},[2773,37063,37064],{},"9052",[2773,37066,37067],{},"山陽電気鉄道",[2773,37069,13976],{},[2758,37071,37072,37074,37076,37079,37082],{},[2773,37073,30507],{},[2773,37075,15053],{},[2773,37077,37078],{},"9143",[2773,37080,37081],{},"ＳＧホールディングス",[2773,37083,13976],{},[2758,37085,37086,37088,37090,37093,37096],{},[2773,37087,30507],{},[2773,37089,15053],{},[2773,37091,37092],{},"9147",[2773,37094,37095],{},"ＮＩＰＰＯＮ　ＥＸＰＲＥＳＳホールディングス",[2773,37097,13965],{},[2758,37099,37100,37102,37104,37107,37110],{},[2773,37101,30507],{},[2773,37103,15053],{},[2773,37105,37106],{},"9165",[2773,37108,37109],{},"クオルテック",[2773,37111,14167],{},[2758,37113,37114,37116,37118,37121,37124],{},[2773,37115,30507],{},[2773,37117,15053],{},[2773,37119,37120],{},"9204",[2773,37122,37123],{},"スカイマーク",[2773,37125,13976],{},[2758,37127,37128,37130,37132,37135,37138],{},[2773,37129,30507],{},[2773,37131,15053],{},[2773,37133,37134],{},"9268",[2773,37136,37137],{},"オプティマスグループ",[2773,37139,13976],{},[2758,37141,37142,37144,37146,37149,37152],{},[2773,37143,30507],{},[2773,37145,15053],{},[2773,37147,37148],{},"9330",[2773,37150,37151],{},"揚羽",[2773,37153,14110],{},[2758,37155,37156,37158,37160,37163,37166],{},[2773,37157,30507],{},[2773,37159,15053],{},[2773,37161,37162],{},"9470",[2773,37164,37165],{},"学研ホールディングス",[2773,37167,14110],{},[2758,37169,37170,37172,37174,37177,37180],{},[2773,37171,30507],{},[2773,37173,15053],{},[2773,37175,37176],{},"9562",[2773,37178,37179],{},"ビジネスコーチ",[2773,37181,14110],{},[2758,37183,37184,37186,37188,37191,37194],{},[2773,37185,30507],{},[2773,37187,15053],{},[2773,37189,37190],{},"9616",[2773,37192,37193],{},"共立メンテナンス",[2773,37195,13976],{},[2758,37197,37198,37200,37202,37205,37208],{},[2773,37199,30507],{},[2773,37201,15053],{},[2773,37203,37204],{},"9672",[2773,37206,37207],{},"東京都競馬",[2773,37209,13965],{},[2758,37211,37212,37214,37216,37219,37222],{},[2773,37213,30507],{},[2773,37215,15053],{},[2773,37217,37218],{},"9702",[2773,37220,37221],{},"アイ・エス・ビー",[2773,37223,13965],{},[2758,37225,37226,37228,37230,37233,37236],{},[2773,37227,30507],{},[2773,37229,15053],{},[2773,37231,37232],{},"9735",[2773,37234,37235],{},"セコム",[2773,37237,13976],{},[2758,37239,37240,37242,37244,37247,37250],{},[2773,37241,30507],{},[2773,37243,15053],{},[2773,37245,37246],{},"9820",[2773,37248,37249],{},"エムティジェネックス",[2773,37251,13976],{},[2758,37253,37254,37256,37258,37261,37264],{},[2773,37255,30507],{},[2773,37257,15053],{},[2773,37259,37260],{},"9843",[2773,37262,37263],{},"ニトリホールディングス",[2773,37265,13976],{},[2758,37267,37268,37270,37272,37275,37278],{},[2773,37269,30507],{},[2773,37271,15053],{},[2773,37273,37274],{},"9869",[2773,37276,37277],{},"加藤産業",[2773,37279,14110],{},[2758,37281,37282,37284,37286,37289,37292],{},[2773,37283,30507],{},[2773,37285,16678],{},[2773,37287,37288],{},"336A",[2773,37290,37291],{},"ダイナミックマッププラットフォーム",[2773,37293,13976],{},[2758,37295,37296,37298,37300,37303,37306],{},[2773,37297,30507],{},[2773,37299,16678],{},[2773,37301,37302],{},"3965",[2773,37304,37305],{},"キャピタル・アセット・プランニング",[2773,37307,14110],{},[2758,37309,37310,37312,37314,37317,37320],{},[2773,37311,30507],{},[2773,37313,16678],{},[2773,37315,37316],{},"6445",[2773,37318,37319],{},"ジャノメ",[2773,37321,13976],{},[2758,37323,37324,37326,37328,37331,37334],{},[2773,37325,30507],{},[2773,37327,16678],{},[2773,37329,37330],{},"8226",[2773,37332,37333],{},"理経",[2773,37335,13976],{},[2758,37337,37338,37340,37342,37345,37348],{},[2773,37339,30507],{},[2773,37341,16678],{},[2773,37343,37344],{},"9233",[2773,37346,37347],{},"アジア航測",[2773,37349,14110],{},[2758,37351,37352,37354,37357,37360,37363],{},[2773,37353,30507],{},[2773,37355,37356],{},"15:33",[2773,37358,37359],{},"9885",[2773,37361,37362],{},"シャルレ",[2773,37364,13976],{},[2758,37366,37367,37369,37371,37374,37377],{},[2773,37368,30507],{},[2773,37370,16750],{},[2773,37372,37373],{},"4392",[2773,37375,37376],{},"ＦＩＧ",[2773,37378,13965],{},[2758,37380,37381,37383,37385,37388,37391],{},[2773,37382,30507],{},[2773,37384,16750],{},[2773,37386,37387],{},"4598",[2773,37389,37390],{},"Ｄｅｌｔａ−Ｆｌｙ　Ｐｈａｒｍａ",[2773,37392,13976],{},[2758,37394,37395,37397,37399,37402,37405],{},[2773,37396,30507],{},[2773,37398,16750],{},[2773,37400,37401],{},"5019",[2773,37403,37404],{},"出光興産",[2773,37406,13976],{},[2758,37408,37409,37411,37413,37416,37419],{},[2773,37410,30507],{},[2773,37412,16750],{},[2773,37414,37415],{},"6227",[2773,37417,37418],{},"ＡＩメカテック",[2773,37420,14167],{},[2758,37422,37423,37425,37427,37430,37433],{},[2773,37424,30507],{},[2773,37426,16750],{},[2773,37428,37429],{},"6233",[2773,37431,37432],{},"ＫＬＡＳＳ",[2773,37434,14110],{},[2758,37436,37437,37439,37441,37444,37447],{},[2773,37438,30507],{},[2773,37440,16750],{},[2773,37442,37443],{},"7161",[2773,37445,37446],{},"じもとホールディングス",[2773,37448,13976],{},[2758,37450,37451,37453,37455,37458,37461],{},[2773,37452,30507],{},[2773,37454,16750],{},[2773,37456,37457],{},"9342",[2773,37459,37460],{},"スマサポ",[2773,37462,14110],{},[2758,37464,37465,37467,37469,37472,37475],{},[2773,37466,30507],{},[2773,37468,16780],{},[2773,37470,37471],{},"2209",[2773,37473,37474],{},"井村屋グループ",[2773,37476,13976],{},[2758,37478,37479,37481,37483,37486,37489],{},[2773,37480,30507],{},[2773,37482,16780],{},[2773,37484,37485],{},"2376",[2773,37487,37488],{},"サイネックス",[2773,37490,13976],{},[2758,37492,37493,37495,37497,37500,37503],{},[2773,37494,30507],{},[2773,37496,16780],{},[2773,37498,37499],{},"3895",[2773,37501,37502],{},"ハビックス",[2773,37504,13976],{},[2758,37506,37507,37509,37511,37514,37517],{},[2773,37508,30507],{},[2773,37510,16780],{},[2773,37512,37513],{},"4406",[2773,37515,37516],{},"新日本理化",[2773,37518,13976],{},[2758,37520,37521,37523,37525,37528,37531],{},[2773,37522,30507],{},[2773,37524,16780],{},[2773,37526,37527],{},"4769",[2773,37529,37530],{},"ＩＣ",[2773,37532,14110],{},[2758,37534,37535,37537,37539,37542,37545],{},[2773,37536,30507],{},[2773,37538,16780],{},[2773,37540,37541],{},"5216",[2773,37543,37544],{},"倉元製作所",[2773,37546,13965],{},[2758,37548,37549,37551,37553,37556,37559],{},[2773,37550,30507],{},[2773,37552,16780],{},[2773,37554,37555],{},"6277",[2773,37557,37558],{},"ホソカワミクロン",[2773,37560,14110],{},[2758,37562,37563,37565,37567,37570,37573],{},[2773,37564,30507],{},[2773,37566,16780],{},[2773,37568,37569],{},"6777",[2773,37571,37572],{},"ｓａｎｔｅｃ　Ｈｏｌｄｉｎｇｓ",[2773,37574,13976],{},[2758,37576,37577,37579,37581,37584,37587],{},[2773,37578,30507],{},[2773,37580,16780],{},[2773,37582,37583],{},"7266",[2773,37585,37586],{},"今仙電機製作所",[2773,37588,13976],{},[2758,37590,37591,37593,37595,37598,37601],{},[2773,37592,30507],{},[2773,37594,16780],{},[2773,37596,37597],{},"7531",[2773,37599,37600],{},"清和中央ホールディングス",[2773,37602,13965],{},[2758,37604,37605,37607,37609,37612,37615],{},[2773,37606,30507],{},[2773,37608,16780],{},[2773,37610,37611],{},"7709",[2773,37613,37614],{},"クボテック",[2773,37616,13976],{},[2758,37618,37619,37621,37623,37626,37629],{},[2773,37620,30507],{},[2773,37622,16780],{},[2773,37624,37625],{},"9249",[2773,37627,37628],{},"日本エコシステム",[2773,37630,14110],{},[2758,37632,37633,37635,37637,37640,37643],{},[2773,37634,30507],{},[2773,37636,16780],{},[2773,37638,37639],{},"9753",[2773,37641,37642],{},"アイエックス・ナレッジ",[2773,37644,13976],{},[2758,37646,37647,37649,37651,37654,37657],{},[2773,37648,30507],{},[2773,37650,16893],{},[2773,37652,37653],{},"2819",[2773,37655,37656],{},"エバラ食品工業",[2773,37658,13976],{},[2758,37660,37661,37663,37665,37668,37671],{},[2773,37662,30507],{},[2773,37664,16893],{},[2773,37666,37667],{},"3374",[2773,37669,37670],{},"内外テック",[2773,37672,13976],{},[2758,37674,37675,37677,37679,37682,37685],{},[2773,37676,30507],{},[2773,37678,16893],{},[2773,37680,37681],{},"4629",[2773,37683,37684],{},"大伸化学",[2773,37686,13976],{},[2758,37688,37689,37691,37693,37696,37699],{},[2773,37690,30507],{},[2773,37692,16893],{},[2773,37694,37695],{},"4976",[2773,37697,37698],{},"東洋ドライルーブ",[2773,37700,14167],{},[2758,37702,37703,37705,37707,37710,37713],{},[2773,37704,30507],{},[2773,37706,16893],{},[2773,37708,37709],{},"6637",[2773,37711,37712],{},"寺崎電気産業",[2773,37714,13976],{},[2758,37716,37717,37719,37721,37724,37727],{},[2773,37718,30507],{},[2773,37720,16893],{},[2773,37722,37723],{},"6772",[2773,37725,37726],{},"東京コスモス電機",[2773,37728,13976],{},[2758,37730,37731,37733,37735,37738,37741],{},[2773,37732,30507],{},[2773,37734,16893],{},[2773,37736,37737],{},"7509",[2773,37739,37740],{},"アイエーグループ",[2773,37742,13976],{},[2758,37744,37745,37747,37749,37752,37755],{},[2773,37746,30507],{},[2773,37748,16893],{},[2773,37750,37751],{},"7634",[2773,37753,37754],{},"星医療酸器",[2773,37756,13976],{},[2758,37758,37759,37761,37763,37766,37769],{},[2773,37760,30507],{},[2773,37762,16893],{},[2773,37764,37765],{},"8742",[2773,37767,37768],{},"小林洋行",[2773,37770,13976],{},[2758,37772,37773,37775,37777,37780,37783],{},[2773,37774,30507],{},[2773,37776,16893],{},[2773,37778,37779],{},"9348",[2773,37781,37782],{},"ｉｓｐａｃｅ",[2773,37784,13976],{},[2758,37786,37787,37789,37791,37794,37797],{},[2773,37788,30507],{},[2773,37790,16893],{},[2773,37792,37793],{},"9433",[2773,37795,37796],{},"ＫＤＤＩ",[2773,37798,13976],{},[2758,37800,37801,37803,37806,37809,37812],{},[2773,37802,30507],{},[2773,37804,37805],{},"15:50",[2773,37807,37808],{},"6580",[2773,37810,37811],{},"ライトアップ",[2773,37813,13976],{},[2758,37815,37816,37818,37820,37823,37826],{},[2773,37817,30507],{},[2773,37819,16922],{},[2773,37821,37822],{},"1417",[2773,37824,37825],{},"ミライト・ワン",[2773,37827,13976],{},[2758,37829,37830,37832,37834,37837,37840],{},[2773,37831,30507],{},[2773,37833,16922],{},[2773,37835,37836],{},"1518",[2773,37838,37839],{},"三井松島ホールディングス",[2773,37841,13976],{},[2758,37843,37844,37846,37848,37851,37854],{},[2773,37845,30507],{},[2773,37847,16922],{},[2773,37849,37850],{},"167A",[2773,37852,37853],{},"リョーサン菱洋ホールディングス",[2773,37855,13976],{},[2758,37857,37858,37860,37862,37865,37868],{},[2773,37859,30507],{},[2773,37861,16922],{},[2773,37863,37864],{},"1717",[2773,37866,37867],{},"明豊ファシリティワークス",[2773,37869,13976],{},[2758,37871,37872,37874,37876,37879,37882],{},[2773,37873,30507],{},[2773,37875,16922],{},[2773,37877,37878],{},"1768",[2773,37880,37881],{},"ソネック",[2773,37883,13976],{},[2758,37885,37886,37888,37890,37893,37896],{},[2773,37887,30507],{},[2773,37889,16922],{},[2773,37891,37892],{},"1822",[2773,37894,37895],{},"大豊建設",[2773,37897,13976],{},[2758,37899,37900,37902,37904,37907,37910],{},[2773,37901,30507],{},[2773,37903,16922],{},[2773,37905,37906],{},"1833",[2773,37908,37909],{},"奥村組",[2773,37911,13976],{},[2758,37913,37914,37916,37918,37921,37924],{},[2773,37915,30507],{},[2773,37917,16922],{},[2773,37919,37920],{},"1848",[2773,37922,37923],{},"富士ピー・エス",[2773,37925,13976],{},[2758,37927,37928,37930,37932,37935,37938],{},[2773,37929,30507],{},[2773,37931,16922],{},[2773,37933,37934],{},"1909",[2773,37936,37937],{},"日本ドライケミカル",[2773,37939,13976],{},[2758,37941,37942,37944,37946,37949,37952],{},[2773,37943,30507],{},[2773,37945,16922],{},[2773,37947,37948],{},"2112",[2773,37950,37951],{},"塩水港精糖",[2773,37953,13976],{},[2758,37955,37956,37958,37960,37963,37966],{},[2773,37957,30507],{},[2773,37959,16922],{},[2773,37961,37962],{},"2146",[2773,37964,37965],{},"ＵＴグループ",[2773,37967,13976],{},[2758,37969,37970,37972,37974,37977,37980],{},[2773,37971,30507],{},[2773,37973,16922],{},[2773,37975,37976],{},"2464",[2773,37978,37979],{},"Ａｏｂａ−ＢＢＴ",[2773,37981,13976],{},[2758,37983,37984,37986,37988,37991,37994],{},[2773,37985,30507],{},[2773,37987,16922],{},[2773,37989,37990],{},"2475",[2773,37992,37993],{},"ＷＤＢホールディングス",[2773,37995,13976],{},[2758,37997,37998,38000,38002,38005,38008],{},[2773,37999,30507],{},[2773,38001,16922],{},[2773,38003,38004],{},"2531",[2773,38006,38007],{},"宝ホールディングス",[2773,38009,13976],{},[2758,38011,38012,38014,38016,38019,38022],{},[2773,38013,30507],{},[2773,38015,16922],{},[2773,38017,38018],{},"2814",[2773,38020,38021],{},"佐藤食品工業",[2773,38023,13976],{},[2758,38025,38026,38028,38030,38033,38036],{},[2773,38027,30507],{},[2773,38029,16922],{},[2773,38031,38032],{},"287A",[2773,38034,38035],{},"黒田グループ",[2773,38037,13976],{},[2758,38039,38040,38042,38044,38047,38050],{},[2773,38041,30507],{},[2773,38043,16922],{},[2773,38045,38046],{},"2961",[2773,38048,38049],{},"日本調理機",[2773,38051,14110],{},[2758,38053,38054,38056,38058,38061,38064],{},[2773,38055,30507],{},[2773,38057,16922],{},[2773,38059,38060],{},"3069",[2773,38062,38063],{},"ＪＦＬＡホールディングス",[2773,38065,13976],{},[2758,38067,38068,38070,38072,38075,38078],{},[2773,38069,30507],{},[2773,38071,16922],{},[2773,38073,38074],{},"3156",[2773,38076,38077],{},"レスター",[2773,38079,13976],{},[2758,38081,38082,38084,38086,38089,38092],{},[2773,38083,30507],{},[2773,38085,16922],{},[2773,38087,38088],{},"3276",[2773,38090,38091],{},"ＪＰＭＣ",[2773,38093,13965],{},[2758,38095,38096,38098,38100,38103,38106],{},[2773,38097,30507],{},[2773,38099,16922],{},[2773,38101,38102],{},"3284",[2773,38104,38105],{},"フージャースホールディングス",[2773,38107,13976],{},[2758,38109,38110,38112,38114,38117,38120],{},[2773,38111,30507],{},[2773,38113,16922],{},[2773,38115,38116],{},"3443",[2773,38118,38119],{},"川田テクノロジーズ",[2773,38121,13976],{},[2758,38123,38124,38126,38128,38131,38134],{},[2773,38125,30507],{},[2773,38127,16922],{},[2773,38129,38130],{},"3583",[2773,38132,38133],{},"オーベクス",[2773,38135,13976],{},[2758,38137,38138,38140,38142,38145,38148],{},[2773,38139,30507],{},[2773,38141,16922],{},[2773,38143,38144],{},"3772",[2773,38146,38147],{},"ウェルス・マネジメント",[2773,38149,13976],{},[2758,38151,38152,38154,38156,38159,38162],{},[2773,38153,30507],{},[2773,38155,16922],{},[2773,38157,38158],{},"3842",[2773,38160,38161],{},"ネクストジェン",[2773,38163,13976],{},[2758,38165,38166,38168,38170,38173,38176],{},[2773,38167,30507],{},[2773,38169,16922],{},[2773,38171,38172],{},"3945",[2773,38174,38175],{},"スーパーバッグ",[2773,38177,13976],{},[2758,38179,38180,38182,38184,38187,38190],{},[2773,38181,30507],{},[2773,38183,16922],{},[2773,38185,38186],{},"4027",[2773,38188,38189],{},"テイカ",[2773,38191,13976],{},[2758,38193,38194,38196,38198,38201,38204],{},[2773,38195,30507],{},[2773,38197,16922],{},[2773,38199,38200],{},"4064",[2773,38202,38203],{},"日本カーバイド工業",[2773,38205,13976],{},[2758,38207,38208,38210,38212,38215,38218],{},[2773,38209,30507],{},[2773,38211,16922],{},[2773,38213,38214],{},"4095",[2773,38216,38217],{},"日本パーカライジング",[2773,38219,13976],{},[2758,38221,38222,38224,38226,38229,38232],{},[2773,38223,30507],{},[2773,38225,16922],{},[2773,38227,38228],{},"4241",[2773,38230,38231],{},"アテクト",[2773,38233,13976],{},[2758,38235,38236,38238,38240,38243,38246],{},[2773,38237,30507],{},[2773,38239,16922],{},[2773,38241,38242],{},"4351",[2773,38244,38245],{},"山田再生系債権回収総合事務所",[2773,38247,13965],{},[2758,38249,38250,38252,38254,38257,38260],{},[2773,38251,30507],{},[2773,38253,16922],{},[2773,38255,38256],{},"4360",[2773,38258,38259],{},"マナック・ケミカル・パートナーズ",[2773,38261,13976],{},[2758,38263,38264,38266,38268,38271,38274],{},[2773,38265,30507],{},[2773,38267,16922],{},[2773,38269,38270],{},"4368",[2773,38272,38273],{},"扶桑化学工業",[2773,38275,13976],{},[2758,38277,38278,38280,38282,38285,38288],{},[2773,38279,30507],{},[2773,38281,16922],{},[2773,38283,38284],{},"4526",[2773,38286,38287],{},"理研ビタミン",[2773,38289,13976],{},[2758,38291,38292,38294,38296,38299,38302],{},[2773,38293,30507],{},[2773,38295,16922],{},[2773,38297,38298],{},"4686",[2773,38300,38301],{},"ジャストシステム",[2773,38303,13976],{},[2758,38305,38306,38308,38310,38313,38316],{},[2773,38307,30507],{},[2773,38309,16922],{},[2773,38311,38312],{},"4801",[2773,38314,38315],{},"セントラルスポーツ",[2773,38317,13976],{},[2758,38319,38320,38322,38324,38327,38330],{},[2773,38321,30507],{},[2773,38323,16922],{},[2773,38325,38326],{},"4933",[2773,38328,38329],{},"Ｉ−ｎｅ",[2773,38331,13965],{},[2758,38333,38334,38336,38338,38341,38344],{},[2773,38335,30507],{},[2773,38337,16922],{},[2773,38339,38340],{},"4935",[2773,38342,38343],{},"リベルタ",[2773,38345,13965],{},[2758,38347,38348,38350,38352,38355,38358],{},[2773,38349,30507],{},[2773,38351,16922],{},[2773,38353,38354],{},"5122",[2773,38356,38357],{},"オカモト",[2773,38359,13976],{},[2758,38361,38362,38364,38366,38369,38372],{},[2773,38363,30507],{},[2773,38365,16922],{},[2773,38367,38368],{},"5357",[2773,38370,38371],{},"ヨータイ",[2773,38373,13976],{},[2758,38375,38376,38378,38380,38383,38386],{},[2773,38377,30507],{},[2773,38379,16922],{},[2773,38381,38382],{},"5381",[2773,38384,38385],{},"マイポックス",[2773,38387,13976],{},[2758,38389,38390,38392,38394,38397,38400],{},[2773,38391,30507],{},[2773,38393,16922],{},[2773,38395,38396],{},"5695",[2773,38398,38399],{},"パウダーテック",[2773,38401,13976],{},[2758,38403,38404,38406,38408,38411,38414],{},[2773,38405,30507],{},[2773,38407,16922],{},[2773,38409,38410],{},"5726",[2773,38412,38413],{},"大阪チタニウムテクノロジーズ",[2773,38415,13976],{},[2758,38417,38418,38420,38422,38425,38428],{},[2773,38419,30507],{},[2773,38421,16922],{},[2773,38423,38424],{},"5820",[2773,38426,38427],{},"三ッ星",[2773,38429,13976],{},[2758,38431,38432,38434,38436,38439,38442],{},[2773,38433,30507],{},[2773,38435,16922],{},[2773,38437,38438],{},"5902",[2773,38440,38441],{},"ホッカンホールディングス",[2773,38443,13976],{},[2758,38445,38446,38448,38450,38453,38456],{},[2773,38447,30507],{},[2773,38449,16922],{},[2773,38451,38452],{},"5922",[2773,38454,38455],{},"那須電機鉄工",[2773,38457,13976],{},[2758,38459,38460,38462,38464,38467,38470],{},[2773,38461,30507],{},[2773,38463,16922],{},[2773,38465,38466],{},"5966",[2773,38468,38469],{},"京都機械工具",[2773,38471,13976],{},[2758,38473,38474,38476,38478,38481,38484],{},[2773,38475,30507],{},[2773,38477,16922],{},[2773,38479,38480],{},"5975",[2773,38482,38483],{},"東プレ",[2773,38485,13976],{},[2758,38487,38488,38490,38492,38495,38498],{},[2773,38489,30507],{},[2773,38491,16922],{},[2773,38493,38494],{},"5998",[2773,38496,38497],{},"アドバネクス",[2773,38499,13976],{},[2758,38501,38502,38504,38506,38509,38512],{},[2773,38503,30507],{},[2773,38505,16922],{},[2773,38507,38508],{},"6087",[2773,38510,38511],{},"アビスト",[2773,38513,14110],{},[2758,38515,38516,38518,38520,38523,38526],{},[2773,38517,30507],{},[2773,38519,16922],{},[2773,38521,38522],{},"6147",[2773,38524,38525],{},"ヤマザキ",[2773,38527,13976],{},[2758,38529,38530,38532,38534,38537,38540],{},[2773,38531,30507],{},[2773,38533,16922],{},[2773,38535,38536],{},"6151",[2773,38538,38539],{},"日東工器",[2773,38541,13976],{},[2758,38543,38544,38546,38548,38551,38554],{},[2773,38545,30507],{},[2773,38547,16922],{},[2773,38549,38550],{},"6165",[2773,38552,38553],{},"パンチ工業",[2773,38555,13976],{},[2758,38557,38558,38560,38562,38565,38568],{},[2773,38559,30507],{},[2773,38561,16922],{},[2773,38563,38564],{},"6231",[2773,38566,38567],{},"木村工機",[2773,38569,13976],{},[2758,38571,38572,38574,38576,38579,38582],{},[2773,38573,30507],{},[2773,38575,16922],{},[2773,38577,38578],{},"6237",[2773,38580,38581],{},"イワキポンプ",[2773,38583,13976],{},[2758,38585,38586,38588,38590,38593,38596],{},[2773,38587,30507],{},[2773,38589,16922],{},[2773,38591,38592],{},"6238",[2773,38594,38595],{},"フリュー",[2773,38597,13976],{},[2758,38599,38600,38602,38604,38607,38610],{},[2773,38601,30507],{},[2773,38603,16922],{},[2773,38605,38606],{},"6246",[2773,38608,38609],{},"テクノスマート",[2773,38611,13976],{},[2758,38613,38614,38616,38618,38621,38624],{},[2773,38615,30507],{},[2773,38617,16922],{},[2773,38619,38620],{},"6339",[2773,38622,38623],{},"新東工業",[2773,38625,13976],{},[2758,38627,38628,38630,38632,38635,38638],{},[2773,38629,30507],{},[2773,38631,16922],{},[2773,38633,38634],{},"6378",[2773,38636,38637],{},"木村化工機",[2773,38639,13976],{},[2758,38641,38642,38644,38646,38649,38652],{},[2773,38643,30507],{},[2773,38645,16922],{},[2773,38647,38648],{},"6390",[2773,38650,38651],{},"加藤製作所",[2773,38653,13976],{},[2758,38655,38656,38658,38660,38663,38666],{},[2773,38657,30507],{},[2773,38659,16922],{},[2773,38661,38662],{},"6425",[2773,38664,38665],{},"ユニバーサルエンターテインメント",[2773,38667,13965],{},[2758,38669,38670,38672,38674,38677,38680],{},[2773,38671,30507],{},[2773,38673,16922],{},[2773,38675,38676],{},"6428",[2773,38678,38679],{},"オーイズミ",[2773,38681,13976],{},[2758,38683,38684,38686,38688,38691,38694],{},[2773,38685,30507],{},[2773,38687,16922],{},[2773,38689,38690],{},"6444",[2773,38692,38693],{},"サンデン",[2773,38695,13965],{},[2758,38697,38698,38700,38702,38705,38708],{},[2773,38699,30507],{},[2773,38701,16922],{},[2773,38703,38704],{},"6466",[2773,38706,38707],{},"ＴＶＥ",[2773,38709,14110],{},[2758,38711,38712,38714,38716,38719,38722],{},[2773,38713,30507],{},[2773,38715,16922],{},[2773,38717,38718],{},"6549",[2773,38720,38721],{},"ディーエムソリューションズ",[2773,38723,13976],{},[2758,38725,38726,38728,38730,38733,38736],{},[2773,38727,30507],{},[2773,38729,16922],{},[2773,38731,38732],{},"6584",[2773,38734,38735],{},"三櫻工業",[2773,38737,13976],{},[2758,38739,38740,38742,38744,38747,38750],{},[2773,38741,30507],{},[2773,38743,16922],{},[2773,38745,38746],{},"6633",[2773,38748,38749],{},"ＣＧＳホールディングス",[2773,38751,13965],{},[2758,38753,38754,38756,38758,38761,38764],{},[2773,38755,30507],{},[2773,38757,16922],{},[2773,38759,38760],{},"6662",[2773,38762,38763],{},"ユビテック",[2773,38765,14167],{},[2758,38767,38768,38770,38772,38775,38778],{},[2773,38769,30507],{},[2773,38771,16922],{},[2773,38773,38774],{},"6706",[2773,38776,38777],{},"電気興業",[2773,38779,13976],{},[2758,38781,38782,38784,38786,38789,38792],{},[2773,38783,30507],{},[2773,38785,16922],{},[2773,38787,38788],{},"6743",[2773,38790,38791],{},"大同信号",[2773,38793,13976],{},[2758,38795,38796,38798,38800,38803,38806],{},[2773,38797,30507],{},[2773,38799,16922],{},[2773,38801,38802],{},"6775",[2773,38804,38805],{},"ＴＢグループ",[2773,38807,13976],{},[2758,38809,38810,38812,38814,38817,38820],{},[2773,38811,30507],{},[2773,38813,16922],{},[2773,38815,38816],{},"6804",[2773,38818,38819],{},"ホシデン",[2773,38821,13976],{},[2758,38823,38824,38826,38828,38831,38834],{},[2773,38825,30507],{},[2773,38827,16922],{},[2773,38829,38830],{},"6836",[2773,38832,38833],{},"ぷらっとホーム",[2773,38835,13976],{},[2758,38837,38838,38840,38842,38845,38848],{},[2773,38839,30507],{},[2773,38841,16922],{},[2773,38843,38844],{},"6837",[2773,38846,38847],{},"京写",[2773,38849,13976],{},[2758,38851,38852,38854,38856,38859,38862],{},[2773,38853,30507],{},[2773,38855,16922],{},[2773,38857,38858],{},"6899",[2773,38860,38861],{},"ＡＳＴＩ",[2773,38863,13976],{},[2758,38865,38866,38868,38870,38873,38876],{},[2773,38867,30507],{},[2773,38869,16922],{},[2773,38871,38872],{},"6907",[2773,38874,38875],{},"ジオマテック",[2773,38877,13976],{},[2758,38879,38880,38882,38884,38887,38890],{},[2773,38881,30507],{},[2773,38883,16922],{},[2773,38885,38886],{},"6964",[2773,38888,38889],{},"サンコー",[2773,38891,13976],{},[2758,38893,38894,38896,38898,38901,38904],{},[2773,38895,30507],{},[2773,38897,16922],{},[2773,38899,38900],{},"7043",[2773,38902,38903],{},"アルー",[2773,38905,13965],{},[2758,38907,38908,38910,38912,38915,38918],{},[2773,38909,30507],{},[2773,38911,16922],{},[2773,38913,38914],{},"7079",[2773,38916,38917],{},"ＷＤＢココ",[2773,38919,13976],{},[2758,38921,38922,38924,38926,38929,38932],{},[2773,38923,30507],{},[2773,38925,16922],{},[2773,38927,38928],{},"7081",[2773,38930,38931],{},"コーユーレンティア",[2773,38933,13965],{},[2758,38935,38936,38938,38940,38943,38946],{},[2773,38937,30507],{},[2773,38939,16922],{},[2773,38941,38942],{},"7217",[2773,38944,38945],{},"テイン",[2773,38947,13976],{},[2758,38949,38950,38952,38954,38957,38960],{},[2773,38951,30507],{},[2773,38953,16922],{},[2773,38955,38956],{},"7235",[2773,38958,38959],{},"東京ラヂエーター製造",[2773,38961,13976],{},[2758,38963,38964,38966,38968,38971,38974],{},[2773,38965,30507],{},[2773,38967,16922],{},[2773,38969,38970],{},"7247",[2773,38972,38973],{},"ミクニ",[2773,38975,13976],{},[2758,38977,38978,38980,38982,38985,38988],{},[2773,38979,30507],{},[2773,38981,16922],{},[2773,38983,38984],{},"7255",[2773,38986,38987],{},"桜井製作所",[2773,38989,13976],{},[2758,38991,38992,38994,38996,38999,39002],{},[2773,38993,30507],{},[2773,38995,16922],{},[2773,38997,38998],{},"7399",[2773,39000,39001],{},"ナンシン",[2773,39003,13976],{},[2758,39005,39006,39008,39010,39013,39016],{},[2773,39007,30507],{},[2773,39009,16922],{},[2773,39011,39012],{},"7425",[2773,39014,39015],{},"初穂商事",[2773,39017,13965],{},[2758,39019,39020,39022,39024,39027,39030],{},[2773,39021,30507],{},[2773,39023,16922],{},[2773,39025,39026],{},"7456",[2773,39028,39029],{},"松田産業",[2773,39031,13976],{},[2758,39033,39034,39036,39038,39041,39044],{},[2773,39035,30507],{},[2773,39037,16922],{},[2773,39039,39040],{},"7727",[2773,39042,39043],{},"オーバル",[2773,39045,13976],{},[2758,39047,39048,39050,39052,39055,39058],{},[2773,39049,30507],{},[2773,39051,16922],{},[2773,39053,39054],{},"7749",[2773,39056,39057],{},"メディキット",[2773,39059,13976],{},[2758,39061,39062,39064,39066,39069,39072],{},[2773,39063,30507],{},[2773,39065,16922],{},[2773,39067,39068],{},"7769",[2773,39070,39071],{},"リズム",[2773,39073,13976],{},[2758,39075,39076,39078,39080,39083,39086],{},[2773,39077,30507],{},[2773,39079,16922],{},[2773,39081,39082],{},"7771",[2773,39084,39085],{},"日本精密",[2773,39087,13976],{},[2758,39089,39090,39092,39094,39097,39100],{},[2773,39091,30507],{},[2773,39093,16922],{},[2773,39095,39096],{},"7813",[2773,39098,39099],{},"プラッツ",[2773,39101,14167],{},[2758,39103,39104,39106,39108,39111,39114],{},[2773,39105,30507],{},[2773,39107,16922],{},[2773,39109,39110],{},"7822",[2773,39112,39113],{},"永大産業",[2773,39115,13976],{},[2758,39117,39118,39120,39122,39125,39128],{},[2773,39119,30507],{},[2773,39121,16922],{},[2773,39123,39124],{},"7840",[2773,39126,39127],{},"フランスベッドホールディングス",[2773,39129,13976],{},[2758,39131,39132,39134,39136,39139,39142],{},[2773,39133,30507],{},[2773,39135,16922],{},[2773,39137,39138],{},"7871",[2773,39140,39141],{},"フクビ化学工業",[2773,39143,13976],{},[2758,39145,39146,39148,39150,39153,39156],{},[2773,39147,30507],{},[2773,39149,16922],{},[2773,39151,39152],{},"7887",[2773,39154,39155],{},"南海プライウッド",[2773,39157,13976],{},[2758,39159,39160,39162,39164,39167,39170],{},[2773,39161,30507],{},[2773,39163,16922],{},[2773,39165,39166],{},"7916",[2773,39168,39169],{},"光村印刷",[2773,39171,13976],{},[2758,39173,39174,39176,39178,39181,39184],{},[2773,39175,30507],{},[2773,39177,16922],{},[2773,39179,39180],{},"8091",[2773,39182,39183],{},"ニチモウ",[2773,39185,13976],{},[2758,39187,39188,39190,39192,39195,39198],{},[2773,39189,30507],{},[2773,39191,16922],{},[2773,39193,39194],{},"8131",[2773,39196,39197],{},"ミツウロコグループホールディングス",[2773,39199,13976],{},[2758,39201,39202,39204,39206,39209,39212],{},[2773,39203,30507],{},[2773,39205,16922],{},[2773,39207,39208],{},"8144",[2773,39210,39211],{},"デンキョーグループホールディングス",[2773,39213,13976],{},[2758,39215,39216,39218,39220,39223,39226],{},[2773,39217,30507],{},[2773,39219,16922],{},[2773,39221,39222],{},"8214",[2773,39224,39225],{},"ＡＯＫＩホールディングス",[2773,39227,13976],{},[2758,39229,39230,39232,39234,39237,39240],{},[2773,39231,30507],{},[2773,39233,16922],{},[2773,39235,39236],{},"8508",[2773,39238,39239],{},"Ｊトラスト",[2773,39241,13965],{},[2758,39243,39244,39246,39248,39251,39254],{},[2773,39245,30507],{},[2773,39247,16922],{},[2773,39249,39250],{},"8771",[2773,39252,39253],{},"イー・ギャランティ",[2773,39255,13976],{},[2758,39257,39258,39260,39262,39265,39268],{},[2773,39259,30507],{},[2773,39261,16922],{},[2773,39263,39264],{},"8995",[2773,39266,39267],{},"誠建設工業",[2773,39269,13976],{},[2758,39271,39272,39274,39276,39279,39282],{},[2773,39273,30507],{},[2773,39275,16922],{},[2773,39277,39278],{},"8996",[2773,39280,39281],{},"ハウスフリーダム",[2773,39283,13965],{},[2758,39285,39286,39288,39290,39293,39296],{},[2773,39287,30507],{},[2773,39289,16922],{},[2773,39291,39292],{},"9256",[2773,39294,39295],{},"サクシード",[2773,39297,13976],{},[2758,39299,39300,39302,39304,39307,39310],{},[2773,39301,30507],{},[2773,39303,16922],{},[2773,39305,39306],{},"9319",[2773,39308,39309],{},"中央倉庫",[2773,39311,13976],{},[2758,39313,39314,39316,39318,39321,39324],{},[2773,39315,30507],{},[2773,39317,16922],{},[2773,39319,39320],{},"9339",[2773,39322,39323],{},"コーチ・エィ",[2773,39325,13965],{},[2758,39327,39328,39330,39332,39335,39338],{},[2773,39329,30507],{},[2773,39331,16922],{},[2773,39333,39334],{},"9360",[2773,39336,39337],{},"鈴与シンワート",[2773,39339,13976],{},[2758,39341,39342,39344,39346,39349,39352],{},[2773,39343,30507],{},[2773,39345,16922],{},[2773,39347,39348],{},"9366",[2773,39350,39351],{},"サンリツ",[2773,39353,13976],{},[2758,39355,39356,39358,39360,39363,39366],{},[2773,39357,30507],{},[2773,39359,16922],{},[2773,39361,39362],{},"9421",[2773,39364,39365],{},"エヌジェイホールディングス",[2773,39367,14167],{},[2758,39369,39370,39372,39374,39377,39380],{},[2773,39371,30507],{},[2773,39373,16922],{},[2773,39375,39376],{},"9446",[2773,39378,39379],{},"サカイホールディングス",[2773,39381,14110],{},[2758,39383,39384,39386,39388,39391,39394],{},[2773,39385,30507],{},[2773,39387,16922],{},[2773,39389,39390],{},"9635",[2773,39392,39393],{},"武蔵野興業",[2773,39395,13976],{},[2758,39397,39398,39400,39402,39405,39408],{},[2773,39399,30507],{},[2773,39401,16922],{},[2773,39403,39404],{},"9723",[2773,39406,39407],{},"京都ホテル",[2773,39409,13976],{},[2758,39411,39412,39414,39416,39419,39422],{},[2773,39413,30507],{},[2773,39415,16922],{},[2773,39417,39418],{},"9746",[2773,39420,39421],{},"ＴＫＣ",[2773,39423,14110],{},[2758,39425,39426,39428,39430,39433,39436],{},[2773,39427,30507],{},[2773,39429,16922],{},[2773,39431,39432],{},"9827",[2773,39434,39435],{},"リリカラ",[2773,39437,13965],{},[2758,39439,39440,39442,39444,39447,39450],{},[2773,39441,30507],{},[2773,39443,16922],{},[2773,39445,39446],{},"9895",[2773,39448,39449],{},"コンセック",[2773,39451,13976],{},[2758,39453,39454,39456,39458,39461,39464],{},[2773,39455,30507],{},[2773,39457,16922],{},[2773,39459,39460],{},"9960",[2773,39462,39463],{},"東テク",[2773,39465,13976],{},[2758,39467,39468,39470,39473,39476,39479],{},[2773,39469,30507],{},[2773,39471,39472],{},"16:03",[2773,39474,39475],{},"334A",[2773,39477,39478],{},"ビジュアル・プロセッシング・ジャパン",[2773,39480,13965],{},[2758,39482,39483,39485,39487,39490,39493],{},[2773,39484,30507],{},[2773,39486,28323],{},[2773,39488,39489],{},"2139",[2773,39491,39492],{},"中広",[2773,39494,13976],{},[2758,39496,39497,39499,39502,39505,39508],{},[2773,39498,30507],{},[2773,39500,39501],{},"16:20",[2773,39503,39504],{},"8361",[2773,39506,39507],{},"大垣共立銀行",[2773,39509,13976],{},[2758,39511,39512,39514,39516,39519,39522],{},[2773,39513,30507],{},[2773,39515,17469],{},[2773,39517,39518],{},"2286",[2773,39520,39521],{},"林兼産業",[2773,39523,13976],{},[2758,39525,39526,39528,39530,39533,39536],{},[2773,39527,30507],{},[2773,39529,17469],{},[2773,39531,39532],{},"2904",[2773,39534,39535],{},"一正蒲鉾",[2773,39537,14167],{},[2758,39539,39540,39542,39544,39547,39550],{},[2773,39541,30507],{},[2773,39543,17469],{},[2773,39545,39546],{},"2915",[2773,39548,39549],{},"ケンコーマヨネーズ",[2773,39551,13976],{},[2758,39553,39554,39556,39558,39561,39564],{},[2773,39555,30507],{},[2773,39557,17469],{},[2773,39559,39560],{},"3291",[2773,39562,39563],{},"飯田グループホールディングス",[2773,39565,13976],{},[2758,39567,39568,39570,39572,39575,39578],{},[2773,39569,30507],{},[2773,39571,17469],{},[2773,39573,39574],{},"3687",[2773,39576,39577],{},"フィックスターズ",[2773,39579,14110],{},[2758,39581,39582,39584,39586,39589,39592],{},[2773,39583,30507],{},[2773,39585,17469],{},[2773,39587,39588],{},"4694",[2773,39590,39591],{},"ビー・エム・エル",[2773,39593,13976],{},[2758,39595,39596,39598,39600,39603,39606],{},[2773,39597,30507],{},[2773,39599,17469],{},[2773,39601,39602],{},"4937",[2773,39604,39605],{},"Ｗａｑｏｏ",[2773,39607,14110],{},[2758,39609,39610,39612,39614,39617,39620],{},[2773,39611,30507],{},[2773,39613,17469],{},[2773,39615,39616],{},"4970",[2773,39618,39619],{},"東洋合成工業",[2773,39621,13976],{},[2758,39623,39624,39626,39628,39631,39634],{},[2773,39625,30507],{},[2773,39627,17469],{},[2773,39629,39630],{},"5194",[2773,39632,39633],{},"相模ゴム工業",[2773,39635,13976],{},[2758,39637,39638,39640,39642,39645,39648],{},[2773,39639,30507],{},[2773,39641,17469],{},[2773,39643,39644],{},"5952",[2773,39646,39647],{},"アマテイ",[2773,39649,13976],{},[2758,39651,39652,39654,39656,39659,39662],{},[2773,39653,30507],{},[2773,39655,17469],{},[2773,39657,39658],{},"6369",[2773,39660,39661],{},"トーヨーカネツ",[2773,39663,13976],{},[2758,39665,39666,39668,39670,39673,39676],{},[2773,39667,30507],{},[2773,39669,17469],{},[2773,39671,39672],{},"6915",[2773,39674,39675],{},"千代田インテグレ",[2773,39677,13965],{},[2758,39679,39680,39682,39684,39687,39690],{},[2773,39681,30507],{},[2773,39683,17469],{},[2773,39685,39686],{},"7305",[2773,39688,39689],{},"新家工業",[2773,39691,13976],{},[2758,39693,39694,39696,39698,39701,39704],{},[2773,39695,30507],{},[2773,39697,17469],{},[2773,39699,39700],{},"7722",[2773,39702,39703],{},"国際計測器",[2773,39705,13976],{},[2758,39707,39708,39710,39712,39715,39718],{},[2773,39709,30507],{},[2773,39711,17469],{},[2773,39713,39714],{},"7953",[2773,39716,39717],{},"菊水化学工業",[2773,39719,13976],{},[2758,39721,39722,39724,39726,39729,39732],{},[2773,39723,30507],{},[2773,39725,17469],{},[2773,39727,39728],{},"9049",[2773,39730,39731],{},"京福電気鉄道",[2773,39733,13976],{},[2758,39735,39736,39738,39740,39743,39746],{},[2773,39737,30507],{},[2773,39739,17469],{},[2773,39741,39742],{},"9706",[2773,39744,39745],{},"日本空港ビルデング",[2773,39747,13976],{},[2758,39749,39750,39752,39754,39757,39760],{},[2773,39751,30507],{},[2773,39753,17469],{},[2773,39755,39756],{},"9799",[2773,39758,39759],{},"旭情報サービス",[2773,39761,13976],{},[2758,39763,39764,39766,39768,39771,39774],{},[2773,39765,30507],{},[2773,39767,17469],{},[2773,39769,39770],{},"9904",[2773,39772,39773],{},"ベリテ",[2773,39775,13976],{},[2758,39777,39778,39780,39783,39786,39789],{},[2773,39779,30507],{},[2773,39781,39782],{},"16:40",[2773,39784,39785],{},"3958",[2773,39787,39788],{},"笹徳印刷",[2773,39790,14167],{},[2758,39792,39793,39795,39798,39801,39804],{},[2773,39794,30507],{},[2773,39796,39797],{},"16:50",[2773,39799,39800],{},"4634",[2773,39802,39803],{},"ａｒｔｉｅｎｃｅ",[2773,39805,13965],{},[2758,39807,39808,39810,39812,39815,39818],{},[2773,39809,30507],{},[2773,39811,39797],{},[2773,39813,39814],{},"7377",[2773,39816,39817],{},"ＤＮホールディングス",[2773,39819,14167],{},[2758,39821,39822,39824,39826,39829,39832],{},[2773,39823,30507],{},[2773,39825,17540],{},[2773,39827,39828],{},"4125",[2773,39830,39831],{},"三和油化工業",[2773,39833,13976],{},[2758,39835,39836,39838,39840,39843,39846],{},[2773,39837,30507],{},[2773,39839,17540],{},[2773,39841,39842],{},"6239",[2773,39844,39845],{},"ナガオカ",[2773,39847,14167],{},[2758,39849,39850,39852,39854,39857,39860],{},[2773,39851,30507],{},[2773,39853,17540],{},[2773,39855,39856],{},"6993",[2773,39858,39859],{},"大黒屋ホールディングス",[2773,39861,13976],{},[2758,39863,39864,39866,39868,39871,39874],{},[2773,39865,30507],{},[2773,39867,17540],{},[2773,39869,39870],{},"7021",[2773,39872,39873],{},"ニッチツ",[2773,39875,13976],{},[2758,39877,39878,39880,39882,39885,39888],{},[2773,39879,30507],{},[2773,39881,17540],{},[2773,39883,39884],{},"7874",[2773,39886,39887],{},"レック",[2773,39889,13976],{},[2758,39891,39892,39894,39896,39899,39902],{},[2773,39893,30507],{},[2773,39895,17540],{},[2773,39897,39898],{},"8897",[2773,39900,39901],{},"ＭＩＲＡＲＴＨホールディングス",[2773,39903,13976],{},[2758,39905,39906,39908,39910,39913,39916],{},[2773,39907,30507],{},[2773,39909,17540],{},[2773,39911,39912],{},"9274",[2773,39914,39915],{},"ＫＰＰグループホールディングス",[2773,39917,13976],{},[2758,39919,39920,39922,39925,39928,39931],{},[2773,39921,30507],{},[2773,39923,39924],{},"17:10",[2773,39926,39927],{},"7244",[2773,39929,39930],{},"市光工業",[2773,39932,13965],{},[2758,39934,39935,39937,39939,39942,39945],{},[2773,39936,30507],{},[2773,39938,28506],{},[2773,39940,39941],{},"4335",[2773,39943,39944],{},"ＩＰＳホールディングス",[2773,39946,14167],{},[2758,39948,39949,39951,39954,39957,39960],{},[2773,39950,30507],{},[2773,39952,39953],{},"18:00",[2773,39955,39956],{},"3948",[2773,39958,39959],{},"光ビジネスフォーム",[2773,39961,13965],{},[2758,39963,39964,39966,39969,39972,39975],{},[2773,39965,30507],{},[2773,39967,39968],{},"19:00",[2773,39970,39971],{},"2193",[2773,39973,39974],{},"クックパッド",[2773,39976,13965],{},[2758,39978,39979,39981,39983,39986,39989],{},[2773,39980,30507],{},[2773,39982,14073],{},[2773,39984,39985],{},"416A",[2773,39987,39988],{},"富士ユナイトホールディングス",[2773,39990,13976],{},[2758,39992,39993,39995,39997,40000,40003],{},[2773,39994,30507],{},[2773,39996,14073],{},[2773,39998,39999],{},"431A",[2773,40001,40002],{},"ユーソナー",[2773,40004,13965],{},[2758,40006,40007,40009,40011,40014,40017],{},[2773,40008,30507],{},[2773,40010,14073],{},[2773,40012,40013],{},"471A",[2773,40015,40016],{},"ＮＳグループ",[2773,40018,13965],{},[2758,40020,40021,40023,40025,40028,40031],{},[2773,40022,30507],{},[2773,40024,14073],{},[2773,40026,40027],{},"6492",[2773,40029,40030],{},"岡野バルブ製造",[2773,40032,14110],{},[11,40034,40035],{},[22,40036,40038],{"href":40037},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0806\u002F","← 8\u002F6(木)分",[15,40040,28567],{"id":28567},[443,40042,40043,40046],{},[446,40044,40045],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年8月2日時点）。",[446,40047,28575,40048,28579],{},[33,40049,28578],{},[15,40051,51],{"id":51},[11,40053,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":40055},[40056,40057,40058],{"id":30481,"depth":57,"text":30482},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年8月7日（金）に決算発表を予定している680社の一覧です。発表時刻・証券コード・会計期を発表順に記載しています。全体像は「今週の注目決算まとめ」もあわせてご覧ください。",{},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0807","2026-08-02T19:05:00+09:00",{"title":30469,"description":40059},"reading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0807",[28599,28600],"kPipdhY5LfnXANTfz7ipzC-1mcidQhKYaru_WPUK7Q0",{"id":40068,"title":40069,"author":6,"body":40070,"category":73,"dataDate":6,"date":30458,"description":44654,"extension":65,"image":6,"meta":44655,"navigation":67,"path":44656,"publishedAt":44657,"seo":44658,"stem":44659,"tags":44660,"type":6,"updated":6,"__hash__":44661},"articles\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0806.md","決算発表予定リスト（8\u002F6(木)・323社）",{"type":8,"value":40071,"toc":44649},[40072,40077,40081,44625,44635,44637,44645,44647],[11,40073,40074,40076],{},[22,40075,30477],{"href":30476}," の全リストのうち、8\u002F6(木)分（323社）です。発表日・時刻順に掲載しています。「--」は時刻未定です。",[15,40078,40080],{"id":40079},"_86木の発表予定323社","8\u002F6(木)の発表予定（323社）",[13939,40082,40083],{},[2752,40084,40085,40099],{},[2755,40086,40087],{},[2758,40088,40089,40091,40093,40095,40097],{},[2761,40090,14052],{},[2761,40092,14055],{},[2761,40094,14058],{},[2761,40096,14061],{},[2761,40098,13952],{},[2768,40100,40101,40116,40130,40144,40158,40172,40186,40200,40215,40228,40242,40256,40270,40284,40298,40312,40326,40340,40354,40368,40383,40398,40412,40426,40440,40454,40468,40482,40496,40510,40524,40538,40552,40566,40580,40594,40608,40622,40637,40651,40665,40679,40693,40707,40721,40735,40749,40763,40777,40791,40805,40819,40833,40847,40861,40875,40889,40903,40917,40931,40945,40959,40973,40987,41001,41015,41029,41043,41057,41071,41085,41099,41113,41127,41141,41155,41169,41183,41197,41211,41225,41239,41253,41267,41281,41295,41309,41323,41337,41351,41365,41379,41393,41407,41421,41435,41449,41463,41477,41491,41505,41519,41533,41547,41561,41575,41589,41603,41617,41631,41645,41659,41673,41687,41701,41715,41729,41743,41757,41771,41785,41799,41813,41827,41841,41855,41869,41883,41897,41911,41925,41939,41953,41967,41981,41995,42009,42023,42037,42051,42065,42079,42093,42107,42121,42135,42149,42163,42177,42191,42205,42219,42233,42247,42261,42275,42289,42303,42317,42331,42345,42359,42373,42387,42401,42415,42429,42443,42457,42471,42485,42499,42513,42527,42541,42555,42569,42583,42597,42611,42625,42639,42653,42667,42681,42695,42709,42723,42737,42751,42765,42779,42793,42807,42821,42835,42849,42863,42877,42891,42905,42919,42933,42947,42961,42975,42989,43003,43017,43031,43045,43059,43073,43087,43101,43115,43129,43143,43157,43171,43185,43199,43213,43227,43241,43255,43269,43283,43297,43311,43325,43339,43353,43367,43381,43395,43409,43423,43437,43451,43465,43479,43493,43507,43521,43535,43549,43563,43577,43591,43605,43619,43633,43647,43661,43675,43689,43703,43717,43731,43744,43758,43772,43786,43800,43814,43828,43842,43856,43870,43884,43898,43911,43925,43939,43953,43967,43981,43995,44009,44023,44037,44051,44065,44079,44093,44107,44121,44135,44149,44163,44177,44191,44205,44219,44233,44247,44261,44275,44289,44303,44317,44331,44345,44359,44373,44387,44401,44415,44429,44443,44457,44471,44485,44499,44513,44527,44541,44555,44569,44583,44597,44611],{},[2758,40102,40103,40106,40108,40111,40114],{},[2773,40104,40105],{},"8\u002F6(木)",[2773,40107,17725],{},[2773,40109,40110],{},"3103",[2773,40112,40113],{},"ユニチカ",[2773,40115,13976],{},[2758,40117,40118,40120,40122,40125,40128],{},[2773,40119,40105],{},[2773,40121,14203],{},[2773,40123,40124],{},"3802",[2773,40126,40127],{},"エコミック",[2773,40129,13976],{},[2758,40131,40132,40134,40136,40139,40142],{},[2773,40133,40105],{},[2773,40135,14203],{},[2773,40137,40138],{},"4540",[2773,40140,40141],{},"ツムラ",[2773,40143,13976],{},[2758,40145,40146,40148,40150,40153,40156],{},[2773,40147,40105],{},[2773,40149,14203],{},[2773,40151,40152],{},"6417",[2773,40154,40155],{},"ＳＡＮＫＹＯ",[2773,40157,13976],{},[2758,40159,40160,40162,40164,40167,40170],{},[2773,40161,40105],{},[2773,40163,14203],{},[2773,40165,40166],{},"7326",[2773,40168,40169],{},"ＳＢＩインシュアランスグループ",[2773,40171,13976],{},[2758,40173,40174,40176,40178,40181,40184],{},[2773,40175,40105],{},[2773,40177,14203],{},[2773,40179,40180],{},"8282",[2773,40182,40183],{},"ケーズホールディングス",[2773,40185,13976],{},[2758,40187,40188,40190,40192,40195,40198],{},[2773,40189,40105],{},[2773,40191,14203],{},[2773,40193,40194],{},"9831",[2773,40196,40197],{},"ヤマダホールディングス",[2773,40199,13976],{},[2758,40201,40202,40204,40207,40210,40213],{},[2773,40203,40105],{},[2773,40205,40206],{},"11:50",[2773,40208,40209],{},"4404",[2773,40211,40212],{},"ミヨシ油脂",[2773,40214,13965],{},[2758,40216,40217,40219,40221,40224,40226],{},[2773,40218,40105],{},[2773,40220,14288],{},[2773,40222,40223],{},"1332",[2773,40225,12369],{},[2773,40227,13976],{},[2758,40229,40230,40232,40234,40237,40240],{},[2773,40231,40105],{},[2773,40233,14288],{},[2773,40235,40236],{},"2288",[2773,40238,40239],{},"丸大食品",[2773,40241,13976],{},[2758,40243,40244,40246,40248,40251,40254],{},[2773,40245,40105],{},[2773,40247,14288],{},[2773,40249,40250],{},"4012",[2773,40252,40253],{},"アクシス",[2773,40255,13965],{},[2758,40257,40258,40260,40262,40265,40268],{},[2773,40259,40105],{},[2773,40261,14288],{},[2773,40263,40264],{},"4516",[2773,40266,40267],{},"日本新薬",[2773,40269,13976],{},[2758,40271,40272,40274,40276,40279,40282],{},[2773,40273,40105],{},[2773,40275,14288],{},[2773,40277,40278],{},"5162",[2773,40280,40281],{},"朝日ラバー",[2773,40283,13976],{},[2758,40285,40286,40288,40290,40293,40296],{},[2773,40287,40105],{},[2773,40289,14288],{},[2773,40291,40292],{},"6800",[2773,40294,40295],{},"ヨコオ",[2773,40297,13976],{},[2758,40299,40300,40302,40304,40307,40310],{},[2773,40301,40105],{},[2773,40303,14288],{},[2773,40305,40306],{},"7864",[2773,40308,40309],{},"フジシールインターナショナル",[2773,40311,13976],{},[2758,40313,40314,40316,40318,40321,40324],{},[2773,40315,40105],{},[2773,40317,14387],{},[2773,40319,40320],{},"1982",[2773,40322,40323],{},"日比谷総合設備",[2773,40325,13976],{},[2758,40327,40328,40330,40332,40335,40338],{},[2773,40329,40105],{},[2773,40331,14387],{},[2773,40333,40334],{},"3776",[2773,40336,40337],{},"ブロードバンドタワー",[2773,40339,13965],{},[2758,40341,40342,40344,40346,40349,40352],{},[2773,40343,40105],{},[2773,40345,14387],{},[2773,40347,40348],{},"7228",[2773,40350,40351],{},"デイトナ",[2773,40353,13965],{},[2758,40355,40356,40358,40360,40363,40366],{},[2773,40357,40105],{},[2773,40359,14387],{},[2773,40361,40362],{},"8393",[2773,40364,40365],{},"宮崎銀行",[2773,40367,13976],{},[2758,40369,40370,40372,40375,40378,40381],{},[2773,40371,40105],{},[2773,40373,40374],{},"12:40",[2773,40376,40377],{},"9441",[2773,40379,40380],{},"ベルパーク",[2773,40382,13965],{},[2758,40384,40385,40387,40390,40393,40396],{},[2773,40386,40105],{},[2773,40388,40389],{},"12:45",[2773,40391,40392],{},"8075",[2773,40394,40395],{},"神鋼商事",[2773,40397,13976],{},[2758,40399,40400,40402,40404,40407,40410],{},[2773,40401,40105],{},[2773,40403,14402],{},[2773,40405,40406],{},"1807",[2773,40408,40409],{},"佐藤渡辺",[2773,40411,13976],{},[2758,40413,40414,40416,40418,40421,40424],{},[2773,40415,40105],{},[2773,40417,14402],{},[2773,40419,40420],{},"2117",[2773,40422,40423],{},"ウェルネオシュガー",[2773,40425,13976],{},[2758,40427,40428,40430,40432,40435,40438],{},[2773,40429,40105],{},[2773,40431,14402],{},[2773,40433,40434],{},"2587",[2773,40436,40437],{},"サントリービバレッジ＆フード",[2773,40439,13965],{},[2758,40441,40442,40444,40446,40449,40452],{},[2773,40443,40105],{},[2773,40445,14402],{},[2773,40447,40448],{},"3101",[2773,40450,40451],{},"東洋紡",[2773,40453,13976],{},[2758,40455,40456,40458,40460,40463,40466],{},[2773,40457,40105],{},[2773,40459,14402],{},[2773,40461,40462],{},"3402",[2773,40464,40465],{},"東レ",[2773,40467,13976],{},[2758,40469,40470,40472,40474,40477,40480],{},[2773,40471,40105],{},[2773,40473,14402],{},[2773,40475,40476],{},"3880",[2773,40478,40479],{},"大王製紙",[2773,40481,13976],{},[2758,40483,40484,40486,40488,40491,40494],{},[2773,40485,40105],{},[2773,40487,14402],{},[2773,40489,40490],{},"5110",[2773,40492,40493],{},"住友ゴム工業",[2773,40495,13965],{},[2758,40497,40498,40500,40502,40505,40508],{},[2773,40499,40105],{},[2773,40501,14402],{},[2773,40503,40504],{},"5729",[2773,40506,40507],{},"日本精鉱",[2773,40509,13976],{},[2758,40511,40512,40514,40516,40519,40522],{},[2773,40513,40105],{},[2773,40515,14402],{},[2773,40517,40518],{},"7094",[2773,40520,40521],{},"ＮｅｘＴｏｎｅ",[2773,40523,13976],{},[2758,40525,40526,40528,40530,40533,40536],{},[2773,40527,40105],{},[2773,40529,14402],{},[2773,40531,40532],{},"7966",[2773,40534,40535],{},"リンテック",[2773,40537,13976],{},[2758,40539,40540,40542,40544,40547,40550],{},[2773,40541,40105],{},[2773,40543,14402],{},[2773,40545,40546],{},"9476",[2773,40548,40549],{},"中央経済社ホールディングス",[2773,40551,14110],{},[2758,40553,40554,40556,40558,40561,40564],{},[2773,40555,40105],{},[2773,40557,14529],{},[2773,40559,40560],{},"3355",[2773,40562,40563],{},"クリヤマホールディングス",[2773,40565,13965],{},[2758,40567,40568,40570,40572,40575,40578],{},[2773,40569,40105],{},[2773,40571,14529],{},[2773,40573,40574],{},"8007",[2773,40576,40577],{},"高島",[2773,40579,13976],{},[2758,40581,40582,40584,40586,40589,40592],{},[2773,40583,40105],{},[2773,40585,14529],{},[2773,40587,40588],{},"8337",[2773,40590,40591],{},"千葉興業銀行",[2773,40593,13976],{},[2758,40595,40596,40598,40600,40603,40606],{},[2773,40597,40105],{},[2773,40599,31827],{},[2773,40601,40602],{},"5602",[2773,40604,40605],{},"栗本鐵工所",[2773,40607,13976],{},[2758,40609,40610,40612,40614,40617,40620],{},[2773,40611,40105],{},[2773,40613,31827],{},[2773,40615,40616],{},"8130",[2773,40618,40619],{},"サンゲツ",[2773,40621,13976],{},[2758,40623,40624,40626,40629,40632,40635],{},[2773,40625,40105],{},[2773,40627,40628],{},"13:50",[2773,40630,40631],{},"5984",[2773,40633,40634],{},"兼房",[2773,40636,13976],{},[2758,40638,40639,40641,40643,40646,40649],{},[2773,40640,40105],{},[2773,40642,14544],{},[2773,40644,40645],{},"1662",[2773,40647,40648],{},"石油資源開発",[2773,40650,13976],{},[2758,40652,40653,40655,40657,40660,40663],{},[2773,40654,40105],{},[2773,40656,14544],{},[2773,40658,40659],{},"1815",[2773,40661,40662],{},"鉄建建設",[2773,40664,13976],{},[2758,40666,40667,40669,40671,40674,40677],{},[2773,40668,40105],{},[2773,40670,14544],{},[2773,40672,40673],{},"1871",[2773,40675,40676],{},"ピーエス・コンストラクション",[2773,40678,13976],{},[2758,40680,40681,40683,40685,40688,40691],{},[2773,40682,40105],{},[2773,40684,14544],{},[2773,40686,40687],{},"1925",[2773,40689,40690],{},"大和ハウス工業",[2773,40692,13976],{},[2758,40694,40695,40697,40699,40702,40705],{},[2773,40696,40105],{},[2773,40698,14544],{},[2773,40700,40701],{},"2674",[2773,40703,40704],{},"ハードオフコーポレーション",[2773,40706,13976],{},[2758,40708,40709,40711,40713,40716,40719],{},[2773,40710,40105],{},[2773,40712,14544],{},[2773,40714,40715],{},"3151",[2773,40717,40718],{},"バイタルケーエスケー・ホールディングス",[2773,40720,13976],{},[2758,40722,40723,40725,40727,40730,40733],{},[2773,40724,40105],{},[2773,40726,14544],{},[2773,40728,40729],{},"3577",[2773,40731,40732],{},"東海染工",[2773,40734,13976],{},[2758,40736,40737,40739,40741,40744,40747],{},[2773,40738,40105],{},[2773,40740,14544],{},[2773,40742,40743],{},"3992",[2773,40745,40746],{},"ニーズウェル",[2773,40748,14110],{},[2758,40750,40751,40753,40755,40758,40761],{},[2773,40752,40105],{},[2773,40754,14544],{},[2773,40756,40757],{},"4008",[2773,40759,40760],{},"住友精化",[2773,40762,13976],{},[2758,40764,40765,40767,40769,40772,40775],{},[2773,40766,40105],{},[2773,40768,14544],{},[2773,40770,40771],{},"4025",[2773,40773,40774],{},"多木化学",[2773,40776,13965],{},[2758,40778,40779,40781,40783,40786,40789],{},[2773,40780,40105],{},[2773,40782,14544],{},[2773,40784,40785],{},"4109",[2773,40787,40788],{},"ステラ　ケミファ",[2773,40790,13976],{},[2758,40792,40793,40795,40797,40800,40803],{},[2773,40794,40105],{},[2773,40796,14544],{},[2773,40798,40799],{},"4186",[2773,40801,40802],{},"東京応化工業",[2773,40804,13965],{},[2758,40806,40807,40809,40811,40814,40817],{},[2773,40808,40105],{},[2773,40810,14544],{},[2773,40812,40813],{},"4224",[2773,40815,40816],{},"ロンシール工業",[2773,40818,13976],{},[2758,40820,40821,40823,40825,40828,40831],{},[2773,40822,40105],{},[2773,40824,14544],{},[2773,40826,40827],{},"4249",[2773,40829,40830],{},"森六",[2773,40832,13976],{},[2758,40834,40835,40837,40839,40842,40845],{},[2773,40836,40105],{},[2773,40838,14544],{},[2773,40840,40841],{},"4901",[2773,40843,40844],{},"富士フイルムホールディングス",[2773,40846,13976],{},[2758,40848,40849,40851,40853,40856,40859],{},[2773,40850,40105],{},[2773,40852,14544],{},[2773,40854,40855],{},"4997",[2773,40857,40858],{},"日本農薬",[2773,40860,13976],{},[2758,40862,40863,40865,40867,40870,40873],{},[2773,40864,40105],{},[2773,40866,14544],{},[2773,40868,40869],{},"5261",[2773,40871,40872],{},"リソルホールディングス",[2773,40874,13976],{},[2758,40876,40877,40879,40881,40884,40887],{},[2773,40878,40105],{},[2773,40880,14544],{},[2773,40882,40883],{},"5285",[2773,40885,40886],{},"ヤマックス",[2773,40888,13976],{},[2758,40890,40891,40893,40895,40898,40901],{},[2773,40892,40105],{},[2773,40894,14544],{},[2773,40896,40897],{},"5644",[2773,40899,40900],{},"メタルアート",[2773,40902,13976],{},[2758,40904,40905,40907,40909,40912,40915],{},[2773,40906,40105],{},[2773,40908,14544],{},[2773,40910,40911],{},"5801",[2773,40913,40914],{},"古河電気工業",[2773,40916,13976],{},[2758,40918,40919,40921,40923,40926,40929],{},[2773,40920,40105],{},[2773,40922,14544],{},[2773,40924,40925],{},"5947",[2773,40927,40928],{},"リンナイ",[2773,40930,13976],{},[2758,40932,40933,40935,40937,40940,40943],{},[2773,40934,40105],{},[2773,40936,14544],{},[2773,40938,40939],{},"6158",[2773,40941,40942],{},"和井田製作所",[2773,40944,13976],{},[2758,40946,40947,40949,40951,40954,40957],{},[2773,40948,40105],{},[2773,40950,14544],{},[2773,40952,40953],{},"6517",[2773,40955,40956],{},"デンヨー",[2773,40958,13976],{},[2758,40960,40961,40963,40965,40968,40971],{},[2773,40962,40105],{},[2773,40964,14544],{},[2773,40966,40967],{},"7956",[2773,40969,40970],{},"ピジョン",[2773,40972,13965],{},[2758,40974,40975,40977,40979,40982,40985],{},[2773,40976,40105],{},[2773,40978,14544],{},[2773,40980,40981],{},"9432",[2773,40983,40984],{},"ＮＴＴ",[2773,40986,13976],{},[2758,40988,40989,40991,40993,40996,40999],{},[2773,40990,40105],{},[2773,40992,14544],{},[2773,40994,40995],{},"9438",[2773,40997,40998],{},"エムティーアイ",[2773,41000,14110],{},[2758,41002,41003,41005,41007,41010,41013],{},[2773,41004,40105],{},[2773,41006,14544],{},[2773,41008,41009],{},"9537",[2773,41011,41012],{},"北陸瓦斯",[2773,41014,13976],{},[2758,41016,41017,41019,41021,41024,41027],{},[2773,41018,40105],{},[2773,41020,14657],{},[2773,41022,41023],{},"7619",[2773,41025,41026],{},"田中商事",[2773,41028,13976],{},[2758,41030,41031,41033,41035,41038,41041],{},[2773,41032,40105],{},[2773,41034,14672],{},[2773,41036,41037],{},"4094",[2773,41039,41040],{},"日本化学産業",[2773,41042,13976],{},[2758,41044,41045,41047,41049,41052,41055],{},[2773,41046,40105],{},[2773,41048,14672],{},[2773,41050,41051],{},"5233",[2773,41053,41054],{},"太平洋セメント",[2773,41056,13976],{},[2758,41058,41059,41061,41063,41066,41069],{},[2773,41060,40105],{},[2773,41062,14672],{},[2773,41064,41065],{},"6332",[2773,41067,41068],{},"月島ホールディングス",[2773,41070,13976],{},[2758,41072,41073,41075,41077,41080,41083],{},[2773,41074,40105],{},[2773,41076,14672],{},[2773,41078,41079],{},"6525",[2773,41081,41082],{},"ＫＯＫＵＳＡＩ　ＥＬＥＣＴＲＩＣ",[2773,41084,13976],{},[2758,41086,41087,41089,41091,41094,41097],{},[2773,41088,40105],{},[2773,41090,14729],{},[2773,41092,41093],{},"1515",[2773,41095,41096],{},"日鉄鉱業",[2773,41098,13976],{},[2758,41100,41101,41103,41105,41108,41111],{},[2773,41102,40105],{},[2773,41104,14729],{},[2773,41106,41107],{},"1826",[2773,41109,41110],{},"佐田建設",[2773,41112,13976],{},[2758,41114,41115,41117,41119,41122,41125],{},[2773,41116,40105],{},[2773,41118,14729],{},[2773,41120,41121],{},"1966",[2773,41123,41124],{},"高田工業所",[2773,41126,13976],{},[2758,41128,41129,41131,41133,41136,41139],{},[2773,41130,40105],{},[2773,41132,14729],{},[2773,41134,41135],{},"1968",[2773,41137,41138],{},"太平電業",[2773,41140,13976],{},[2758,41142,41143,41145,41147,41150,41153],{},[2773,41144,40105],{},[2773,41146,14729],{},[2773,41148,41149],{},"2185",[2773,41151,41152],{},"シイエム・シイ",[2773,41154,14110],{},[2758,41156,41157,41159,41161,41164,41167],{},[2773,41158,40105],{},[2773,41160,14729],{},[2773,41162,41163],{},"2533",[2773,41165,41166],{},"オエノンホールディングス",[2773,41168,13965],{},[2758,41170,41171,41173,41175,41178,41181],{},[2773,41172,40105],{},[2773,41174,14729],{},[2773,41176,41177],{},"2982",[2773,41179,41180],{},"ＡＤワークスグループ",[2773,41182,13965],{},[2758,41184,41185,41187,41189,41192,41195],{},[2773,41186,40105],{},[2773,41188,14729],{},[2773,41190,41191],{},"3431",[2773,41193,41194],{},"宮地エンジニアリンググループ",[2773,41196,13976],{},[2758,41198,41199,41201,41203,41206,41209],{},[2773,41200,40105],{},[2773,41202,14729],{},[2773,41204,41205],{},"3477",[2773,41207,41208],{},"フォーライフ",[2773,41210,13976],{},[2758,41212,41213,41215,41217,41220,41223],{},[2773,41214,40105],{},[2773,41216,14729],{},[2773,41218,41219],{},"3901",[2773,41221,41222],{},"マークラインズ",[2773,41224,13965],{},[2758,41226,41227,41229,41231,41234,41237],{},[2773,41228,40105],{},[2773,41230,14729],{},[2773,41232,41233],{},"4491",[2773,41235,41236],{},"コンピューターマネージメント",[2773,41238,13976],{},[2758,41240,41241,41243,41245,41248,41251],{},[2773,41242,40105],{},[2773,41244,14729],{},[2773,41246,41247],{},"5380",[2773,41249,41250],{},"新東",[2773,41252,14167],{},[2758,41254,41255,41257,41259,41262,41265],{},[2773,41256,40105],{},[2773,41258,14729],{},[2773,41260,41261],{},"5391",[2773,41263,41264],{},"エーアンドエーマテリアル",[2773,41266,13976],{},[2758,41268,41269,41271,41273,41276,41279],{},[2773,41270,40105],{},[2773,41272,14729],{},[2773,41274,41275],{},"5541",[2773,41277,41278],{},"大平洋金属",[2773,41280,13976],{},[2758,41282,41283,41285,41287,41290,41293],{},[2773,41284,40105],{},[2773,41286,14729],{},[2773,41288,41289],{},"5632",[2773,41291,41292],{},"三菱製鋼",[2773,41294,13976],{},[2758,41296,41297,41299,41301,41304,41307],{},[2773,41298,40105],{},[2773,41300,14729],{},[2773,41302,41303],{},"6022",[2773,41305,41306],{},"赤阪鐵工所",[2773,41308,13976],{},[2758,41310,41311,41313,41315,41318,41321],{},[2773,41312,40105],{},[2773,41314,14729],{},[2773,41316,41317],{},"6203",[2773,41319,41320],{},"豊和工業",[2773,41322,13976],{},[2758,41324,41325,41327,41329,41332,41335],{},[2773,41326,40105],{},[2773,41328,14729],{},[2773,41330,41331],{},"6272",[2773,41333,41334],{},"レオン自動機",[2773,41336,13976],{},[2758,41338,41339,41341,41343,41346,41349],{},[2773,41340,40105],{},[2773,41342,14729],{},[2773,41344,41345],{},"6282",[2773,41347,41348],{},"オイレス工業",[2773,41350,13976],{},[2758,41352,41353,41355,41357,41360,41363],{},[2773,41354,40105],{},[2773,41356,14729],{},[2773,41358,41359],{},"6408",[2773,41361,41362],{},"小倉クラッチ",[2773,41364,13976],{},[2758,41366,41367,41369,41371,41374,41377],{},[2773,41368,40105],{},[2773,41370,14729],{},[2773,41372,41373],{},"6590",[2773,41375,41376],{},"芝浦メカトロニクス",[2773,41378,13976],{},[2758,41380,41381,41383,41385,41388,41391],{},[2773,41382,40105],{},[2773,41384,14729],{},[2773,41386,41387],{},"6859",[2773,41389,41390],{},"エスペック",[2773,41392,13976],{},[2758,41394,41395,41397,41399,41402,41405],{},[2773,41396,40105],{},[2773,41398,14729],{},[2773,41400,41401],{},"7238",[2773,41403,41404],{},"曙ブレーキ工業",[2773,41406,13976],{},[2758,41408,41409,41411,41413,41416,41419],{},[2773,41410,40105],{},[2773,41412,14729],{},[2773,41414,41415],{},"7670",[2773,41417,41418],{},"オーウエル",[2773,41420,13976],{},[2758,41422,41423,41425,41427,41430,41433],{},[2773,41424,40105],{},[2773,41426,14729],{},[2773,41428,41429],{},"7711",[2773,41431,41432],{},"助川電気工業",[2773,41434,14110],{},[2758,41436,41437,41439,41441,41444,41447],{},[2773,41438,40105],{},[2773,41440,14729],{},[2773,41442,41443],{},"7955",[2773,41445,41446],{},"クリナップ",[2773,41448,13976],{},[2758,41450,41451,41453,41455,41458,41461],{},[2773,41452,40105],{},[2773,41454,14729],{},[2773,41456,41457],{},"8338",[2773,41459,41460],{},"筑波銀行",[2773,41462,13976],{},[2758,41464,41465,41467,41469,41472,41475],{},[2773,41466,40105],{},[2773,41468,14729],{},[2773,41470,41471],{},"8562",[2773,41473,41474],{},"福島銀行",[2773,41476,13976],{},[2758,41478,41479,41481,41483,41486,41489],{},[2773,41480,40105],{},[2773,41482,14729],{},[2773,41484,41485],{},"8584",[2773,41487,41488],{},"ジャックス",[2773,41490,13976],{},[2758,41492,41493,41495,41497,41500,41503],{},[2773,41494,40105],{},[2773,41496,14729],{},[2773,41498,41499],{},"8596",[2773,41501,41502],{},"九州リースサービス",[2773,41504,13976],{},[2758,41506,41507,41509,41511,41514,41517],{},[2773,41508,40105],{},[2773,41510,14729],{},[2773,41512,41513],{},"8705",[2773,41515,41516],{},"日産証券グループ",[2773,41518,13976],{},[2758,41520,41521,41523,41525,41528,41531],{},[2773,41522,40105],{},[2773,41524,14729],{},[2773,41526,41527],{},"8934",[2773,41529,41530],{},"サンフロンティア不動産",[2773,41532,13976],{},[2758,41534,41535,41537,41539,41542,41545],{},[2773,41536,40105],{},[2773,41538,14729],{},[2773,41540,41541],{},"9639",[2773,41543,41544],{},"三協フロンテア",[2773,41546,13976],{},[2758,41548,41549,41551,41553,41556,41559],{},[2773,41550,40105],{},[2773,41552,15053],{},[2773,41554,41555],{},"1375",[2773,41557,41558],{},"ユキグニファクトリー",[2773,41560,13976],{},[2758,41562,41563,41565,41567,41570,41573],{},[2773,41564,40105],{},[2773,41566,15053],{},[2773,41568,41569],{},"1808",[2773,41571,41572],{},"長谷工コーポレーション",[2773,41574,13976],{},[2758,41576,41577,41579,41581,41584,41587],{},[2773,41578,40105],{},[2773,41580,15053],{},[2773,41582,41583],{},"1835",[2773,41585,41586],{},"東鉄工業",[2773,41588,13976],{},[2758,41590,41591,41593,41595,41598,41601],{},[2773,41592,40105],{},[2773,41594,15053],{},[2773,41596,41597],{},"1852",[2773,41599,41600],{},"淺沼組",[2773,41602,13976],{},[2758,41604,41605,41607,41609,41612,41615],{},[2773,41606,40105],{},[2773,41608,15053],{},[2773,41610,41611],{},"1866",[2773,41613,41614],{},"北野建設",[2773,41616,13976],{},[2758,41618,41619,41621,41623,41626,41629],{},[2773,41620,40105],{},[2773,41622,15053],{},[2773,41624,41625],{},"1899",[2773,41627,41628],{},"福田組",[2773,41630,13965],{},[2758,41632,41633,41635,41637,41640,41643],{},[2773,41634,40105],{},[2773,41636,15053],{},[2773,41638,41639],{},"1904",[2773,41641,41642],{},"大成温調",[2773,41644,13976],{},[2758,41646,41647,41649,41651,41654,41657],{},[2773,41648,40105],{},[2773,41650,15053],{},[2773,41652,41653],{},"1981",[2773,41655,41656],{},"協和日成",[2773,41658,13976],{},[2758,41660,41661,41663,41665,41668,41671],{},[2773,41662,40105],{},[2773,41664,15053],{},[2773,41666,41667],{},"2201",[2773,41669,41670],{},"森永製菓",[2773,41672,13976],{},[2758,41674,41675,41677,41679,41682,41685],{},[2773,41676,40105],{},[2773,41678,15053],{},[2773,41680,41681],{},"2413",[2773,41683,41684],{},"エムスリー",[2773,41686,13976],{},[2758,41688,41689,41691,41693,41696,41699],{},[2773,41690,40105],{},[2773,41692,15053],{},[2773,41694,41695],{},"2445",[2773,41697,41698],{},"タカミヤ",[2773,41700,13976],{},[2758,41702,41703,41705,41707,41710,41713],{},[2773,41704,40105],{},[2773,41706,15053],{},[2773,41708,41709],{},"2681",[2773,41711,41712],{},"ゲオホールディングス",[2773,41714,13976],{},[2758,41716,41717,41719,41721,41724,41727],{},[2773,41718,40105],{},[2773,41720,15053],{},[2773,41722,41723],{},"2700",[2773,41725,41726],{},"木徳神糧",[2773,41728,13965],{},[2758,41730,41731,41733,41735,41738,41741],{},[2773,41732,40105],{},[2773,41734,15053],{},[2773,41736,41737],{},"2802",[2773,41739,41740],{},"味の素",[2773,41742,13976],{},[2758,41744,41745,41747,41749,41752,41755],{},[2773,41746,40105],{},[2773,41748,15053],{},[2773,41750,41751],{},"3024",[2773,41753,41754],{},"クリエイト",[2773,41756,13976],{},[2758,41758,41759,41761,41763,41766,41769],{},[2773,41760,40105],{},[2773,41762,15053],{},[2773,41764,41765],{},"3028",[2773,41767,41768],{},"アルペン",[2773,41770,14167],{},[2758,41772,41773,41775,41777,41780,41783],{},[2773,41774,40105],{},[2773,41776,15053],{},[2773,41778,41779],{},"3107",[2773,41781,41782],{},"ダイワボウホールディングス",[2773,41784,13976],{},[2758,41786,41787,41789,41791,41794,41797],{},[2773,41788,40105],{},[2773,41790,15053],{},[2773,41792,41793],{},"3167",[2773,41795,41796],{},"ＴＯＫＡＩホールディングス",[2773,41798,13976],{},[2758,41800,41801,41803,41805,41808,41811],{},[2773,41802,40105],{},[2773,41804,15053],{},[2773,41806,41807],{},"3183",[2773,41809,41810],{},"ウイン・パートナーズ",[2773,41812,13976],{},[2758,41814,41815,41817,41819,41822,41825],{},[2773,41816,40105],{},[2773,41818,15053],{},[2773,41820,41821],{},"3289",[2773,41823,41824],{},"東急不動産ホールディングス",[2773,41826,13976],{},[2758,41828,41829,41831,41833,41836,41839],{},[2773,41830,40105],{},[2773,41832,15053],{},[2773,41834,41835],{},"3434",[2773,41837,41838],{},"アルファＣｏ",[2773,41840,13976],{},[2758,41842,41843,41845,41847,41850,41853],{},[2773,41844,40105],{},[2773,41846,15053],{},[2773,41848,41849],{},"3436",[2773,41851,41852],{},"ＳＵＭＣＯ",[2773,41854,13965],{},[2758,41856,41857,41859,41861,41864,41867],{},[2773,41858,40105],{},[2773,41860,15053],{},[2773,41862,41863],{},"3449",[2773,41865,41866],{},"テクノフレックス",[2773,41868,13965],{},[2758,41870,41871,41873,41875,41878,41881],{},[2773,41872,40105],{},[2773,41874,15053],{},[2773,41876,41877],{},"3482",[2773,41879,41880],{},"ロードスターキャピタル",[2773,41882,13965],{},[2758,41884,41885,41887,41889,41892,41895],{},[2773,41886,40105],{},[2773,41888,15053],{},[2773,41890,41891],{},"3537",[2773,41893,41894],{},"昭栄薬品",[2773,41896,13976],{},[2758,41898,41899,41901,41903,41906,41909],{},[2773,41900,40105],{},[2773,41902,15053],{},[2773,41904,41905],{},"3656",[2773,41907,41908],{},"ＫＬａｂ",[2773,41910,13965],{},[2758,41912,41913,41915,41917,41920,41923],{},[2773,41914,40105],{},[2773,41916,15053],{},[2773,41918,41919],{},"3672",[2773,41921,41922],{},"オルトプラス",[2773,41924,14110],{},[2758,41926,41927,41929,41931,41934,41937],{},[2773,41928,40105],{},[2773,41930,15053],{},[2773,41932,41933],{},"3698",[2773,41935,41936],{},"ＣＲＩ・ミドルウェア",[2773,41938,14110],{},[2758,41940,41941,41943,41945,41948,41951],{},[2773,41942,40105],{},[2773,41944,15053],{},[2773,41946,41947],{},"3712",[2773,41949,41950],{},"情報企画",[2773,41952,14110],{},[2758,41954,41955,41957,41959,41962,41965],{},[2773,41956,40105],{},[2773,41958,15053],{},[2773,41960,41961],{},"3796",[2773,41963,41964],{},"いい生活",[2773,41966,13976],{},[2758,41968,41969,41971,41973,41976,41979],{},[2773,41970,40105],{},[2773,41972,15053],{},[2773,41974,41975],{},"3834",[2773,41977,41978],{},"朝日ネット",[2773,41980,13976],{},[2758,41982,41983,41985,41987,41990,41993],{},[2773,41984,40105],{},[2773,41986,15053],{},[2773,41988,41989],{},"3837",[2773,41991,41992],{},"アドソル日進",[2773,41994,13976],{},[2758,41996,41997,41999,42001,42004,42007],{},[2773,41998,40105],{},[2773,42000,15053],{},[2773,42002,42003],{},"3864",[2773,42005,42006],{},"三菱製紙",[2773,42008,13976],{},[2758,42010,42011,42013,42015,42018,42021],{},[2773,42012,40105],{},[2773,42014,15053],{},[2773,42016,42017],{},"3877",[2773,42019,42020],{},"中越パルプ工業",[2773,42022,13976],{},[2758,42024,42025,42027,42029,42032,42035],{},[2773,42026,40105],{},[2773,42028,15053],{},[2773,42030,42031],{},"3984",[2773,42033,42034],{},"ユーザーローカル",[2773,42036,14167],{},[2758,42038,42039,42041,42043,42046,42049],{},[2773,42040,40105],{},[2773,42042,15053],{},[2773,42044,42045],{},"4004",[2773,42047,42048],{},"レゾナック・ホールディングス",[2773,42050,13965],{},[2758,42052,42053,42055,42057,42060,42063],{},[2773,42054,40105],{},[2773,42056,15053],{},[2773,42058,42059],{},"4116",[2773,42061,42062],{},"大日精化工業",[2773,42064,13976],{},[2758,42066,42067,42069,42071,42074,42077],{},[2773,42068,40105],{},[2773,42070,15053],{},[2773,42072,42073],{},"4120",[2773,42075,42076],{},"スガイ化学工業",[2773,42078,13976],{},[2758,42080,42081,42083,42085,42088,42091],{},[2773,42082,40105],{},[2773,42084,15053],{},[2773,42086,42087],{},"4274",[2773,42089,42090],{},"細谷火工",[2773,42092,13976],{},[2758,42094,42095,42097,42099,42102,42105],{},[2773,42096,40105],{},[2773,42098,15053],{},[2773,42100,42101],{},"4286",[2773,42103,42104],{},"ＣＬホールディングス",[2773,42106,13965],{},[2758,42108,42109,42111,42113,42116,42119],{},[2773,42110,40105],{},[2773,42112,15053],{},[2773,42114,42115],{},"4293",[2773,42117,42118],{},"セプテーニ・ホールディングス",[2773,42120,13965],{},[2758,42122,42123,42125,42127,42130,42133],{},[2773,42124,40105],{},[2773,42126,15053],{},[2773,42128,42129],{},"4341",[2773,42131,42132],{},"西菱電機",[2773,42134,13976],{},[2758,42136,42137,42139,42141,42144,42147],{},[2773,42138,40105],{},[2773,42140,15053],{},[2773,42142,42143],{},"4389",[2773,42145,42146],{},"プロパティデータバンク",[2773,42148,13976],{},[2758,42150,42151,42153,42155,42158,42161],{},[2773,42152,40105],{},[2773,42154,15053],{},[2773,42156,42157],{},"4524",[2773,42159,42160],{},"森下仁丹",[2773,42162,13976],{},[2758,42164,42165,42167,42169,42172,42175],{},[2773,42166,40105],{},[2773,42168,15053],{},[2773,42170,42171],{},"4527",[2773,42173,42174],{},"ロート製薬",[2773,42176,13976],{},[2758,42178,42179,42181,42183,42186,42189],{},[2773,42180,40105],{},[2773,42182,15053],{},[2773,42184,42185],{},"4536",[2773,42187,42188],{},"参天製薬",[2773,42190,13976],{},[2758,42192,42193,42195,42197,42200,42203],{},[2773,42194,40105],{},[2773,42196,15053],{},[2773,42198,42199],{},"4553",[2773,42201,42202],{},"東和薬品",[2773,42204,13976],{},[2758,42206,42207,42209,42211,42214,42217],{},[2773,42208,40105],{},[2773,42210,15053],{},[2773,42212,42213],{},"4641",[2773,42215,42216],{},"アルプス技研",[2773,42218,13965],{},[2758,42220,42221,42223,42225,42228,42231],{},[2773,42222,40105],{},[2773,42224,15053],{},[2773,42226,42227],{},"4678",[2773,42229,42230],{},"秀英予備校",[2773,42232,13976],{},[2758,42234,42235,42237,42239,42242,42245],{},[2773,42236,40105],{},[2773,42238,15053],{},[2773,42240,42241],{},"4809",[2773,42243,42244],{},"パラカ",[2773,42246,14110],{},[2758,42248,42249,42251,42253,42256,42259],{},[2773,42250,40105],{},[2773,42252,15053],{},[2773,42254,42255],{},"4849",[2773,42257,42258],{},"エン",[2773,42260,13976],{},[2758,42262,42263,42265,42267,42270,42273],{},[2773,42264,40105],{},[2773,42266,15053],{},[2773,42268,42269],{},"4914",[2773,42271,42272],{},"高砂香料工業",[2773,42274,13976],{},[2758,42276,42277,42279,42281,42284,42287],{},[2773,42278,40105],{},[2773,42280,15053],{},[2773,42282,42283],{},"4922",[2773,42285,42286],{},"コーセーホールディングス",[2773,42288,13965],{},[2758,42290,42291,42293,42295,42298,42301],{},[2773,42292,40105],{},[2773,42294,15053],{},[2773,42296,42297],{},"4926",[2773,42299,42300],{},"シーボン",[2773,42302,13976],{},[2758,42304,42305,42307,42309,42312,42315],{},[2773,42306,40105],{},[2773,42308,15053],{},[2773,42310,42311],{},"4927",[2773,42313,42314],{},"ポーラ・オルビスホールディングス",[2773,42316,13965],{},[2758,42318,42319,42321,42323,42326,42329],{},[2773,42320,40105],{},[2773,42322,15053],{},[2773,42324,42325],{},"4967",[2773,42327,42328],{},"小林製薬",[2773,42330,13965],{},[2758,42332,42333,42335,42337,42340,42343],{},[2773,42334,40105],{},[2773,42336,15053],{},[2773,42338,42339],{},"4975",[2773,42341,42342],{},"ＪＣＵ",[2773,42344,13976],{},[2758,42346,42347,42349,42351,42354,42357],{},[2773,42348,40105],{},[2773,42350,15053],{},[2773,42352,42353],{},"5016",[2773,42355,42356],{},"ＪＸ金属",[2773,42358,13976],{},[2758,42360,42361,42363,42365,42368,42371],{},[2773,42362,40105],{},[2773,42364,15053],{},[2773,42366,42367],{},"5254",[2773,42369,42370],{},"Ａｒｅｎｔ",[2773,42372,14167],{},[2758,42374,42375,42377,42379,42382,42385],{},[2773,42376,40105],{},[2773,42378,15053],{},[2773,42380,42381],{},"5282",[2773,42383,42384],{},"ジオスター",[2773,42386,13976],{},[2758,42388,42389,42391,42393,42396,42399],{},[2773,42390,40105],{},[2773,42392,15053],{},[2773,42394,42395],{},"5535",[2773,42397,42398],{},"ミガロホールディングス",[2773,42400,13976],{},[2758,42402,42403,42405,42407,42410,42413],{},[2773,42404,40105],{},[2773,42406,15053],{},[2773,42408,42409],{},"5711",[2773,42411,42412],{},"三菱マテリアル",[2773,42414,13976],{},[2758,42416,42417,42419,42421,42424,42427],{},[2773,42418,40105],{},[2773,42420,15053],{},[2773,42422,42423],{},"5816",[2773,42425,42426],{},"オーナンバ",[2773,42428,13965],{},[2758,42430,42431,42433,42435,42438,42441],{},[2773,42432,40105],{},[2773,42434,15053],{},[2773,42436,42437],{},"5831",[2773,42439,42440],{},"しずおかフィナンシャルグループ",[2773,42442,13976],{},[2758,42444,42445,42447,42449,42452,42455],{},[2773,42446,40105],{},[2773,42448,15053],{},[2773,42450,42451],{},"5871",[2773,42453,42454],{},"ＳＯＬＩＺＥ　Ｈｏｌｄｉｎｇｓ",[2773,42456,13965],{},[2758,42458,42459,42461,42463,42466,42469],{},[2773,42460,40105],{},[2773,42462,15053],{},[2773,42464,42465],{},"5945",[2773,42467,42468],{},"天龍製鋸",[2773,42470,13976],{},[2758,42472,42473,42475,42477,42480,42483],{},[2773,42474,40105],{},[2773,42476,15053],{},[2773,42478,42479],{},"5976",[2773,42481,42482],{},"高周波熱錬",[2773,42484,13976],{},[2758,42486,42487,42489,42491,42494,42497],{},[2773,42488,40105],{},[2773,42490,15053],{},[2773,42492,42493],{},"5991",[2773,42495,42496],{},"日本発條",[2773,42498,13976],{},[2758,42500,42501,42503,42505,42508,42511],{},[2773,42502,40105],{},[2773,42504,15053],{},[2773,42506,42507],{},"6016",[2773,42509,42510],{},"ジャパンエンジンコーポレーション",[2773,42512,13976],{},[2758,42514,42515,42517,42519,42522,42525],{},[2773,42516,40105],{},[2773,42518,15053],{},[2773,42520,42521],{},"6113",[2773,42523,42524],{},"アマダ",[2773,42526,13976],{},[2758,42528,42529,42531,42533,42536,42539],{},[2773,42530,40105],{},[2773,42532,15053],{},[2773,42534,42535],{},"6125",[2773,42537,42538],{},"岡本工作機械製作所",[2773,42540,13976],{},[2758,42542,42543,42545,42547,42550,42553],{},[2773,42544,40105],{},[2773,42546,15053],{},[2773,42548,42549],{},"6218",[2773,42551,42552],{},"エンシュウ",[2773,42554,13976],{},[2758,42556,42557,42559,42561,42564,42567],{},[2773,42558,40105],{},[2773,42560,15053],{},[2773,42562,42563],{},"6249",[2773,42565,42566],{},"ゲームカードホールディングス",[2773,42568,13976],{},[2758,42570,42571,42573,42575,42578,42581],{},[2773,42572,40105],{},[2773,42574,15053],{},[2773,42576,42577],{},"6257",[2773,42579,42580],{},"藤商事",[2773,42582,13976],{},[2758,42584,42585,42587,42589,42592,42595],{},[2773,42586,40105],{},[2773,42588,15053],{},[2773,42590,42591],{},"6278",[2773,42593,42594],{},"ユニオンツール",[2773,42596,13965],{},[2758,42598,42599,42601,42603,42606,42609],{},[2773,42600,40105],{},[2773,42602,15053],{},[2773,42604,42605],{},"6315",[2773,42607,42608],{},"ＴＯＷＡ",[2773,42610,13976],{},[2758,42612,42613,42615,42617,42620,42623],{},[2773,42614,40105],{},[2773,42616,15053],{},[2773,42618,42619],{},"6357",[2773,42621,42622],{},"三精テクノロジーズ",[2773,42624,13976],{},[2758,42626,42627,42629,42631,42634,42637],{},[2773,42628,40105],{},[2773,42630,15053],{},[2773,42632,42633],{},"6370",[2773,42635,42636],{},"栗田工業",[2773,42638,13976],{},[2758,42640,42641,42643,42645,42648,42651],{},[2773,42642,40105],{},[2773,42644,15053],{},[2773,42646,42647],{},"6418",[2773,42649,42650],{},"日本金銭機械",[2773,42652,13976],{},[2758,42654,42655,42657,42659,42662,42665],{},[2773,42656,40105],{},[2773,42658,15053],{},[2773,42660,42661],{},"6448",[2773,42663,42664],{},"ブラザー工業",[2773,42666,13976],{},[2758,42668,42669,42671,42673,42676,42679],{},[2773,42670,40105],{},[2773,42672,15053],{},[2773,42674,42675],{},"6465",[2773,42677,42678],{},"ホシザキ",[2773,42680,13965],{},[2758,42682,42683,42685,42687,42690,42693],{},[2773,42684,40105],{},[2773,42686,15053],{},[2773,42688,42689],{},"6486",[2773,42691,42692],{},"イーグル工業",[2773,42694,13976],{},[2758,42696,42697,42699,42701,42704,42707],{},[2773,42698,40105],{},[2773,42700,15053],{},[2773,42702,42703],{},"6490",[2773,42705,42706],{},"ＰＩＬＬＡＲ",[2773,42708,13976],{},[2758,42710,42711,42713,42715,42718,42721],{},[2773,42712,40105],{},[2773,42714,15053],{},[2773,42716,42717],{},"6523",[2773,42719,42720],{},"ＰＨＣホールディングス",[2773,42722,13976],{},[2758,42724,42725,42727,42729,42732,42735],{},[2773,42726,40105],{},[2773,42728,15053],{},[2773,42730,42731],{},"6524",[2773,42733,42734],{},"湖北工業",[2773,42736,13965],{},[2758,42738,42739,42741,42743,42746,42749],{},[2773,42740,40105],{},[2773,42742,15053],{},[2773,42744,42745],{},"6539",[2773,42747,42748],{},"ＭＳ−Ｊａｐａｎ",[2773,42750,13976],{},[2758,42752,42753,42755,42757,42760,42763],{},[2773,42754,40105],{},[2773,42756,15053],{},[2773,42758,42759],{},"6544",[2773,42761,42762],{},"ジャパンエレベーターサービスホールディングス",[2773,42764,13976],{},[2758,42766,42767,42769,42771,42774,42777],{},[2773,42768,40105],{},[2773,42770,15053],{},[2773,42772,42773],{},"6551",[2773,42775,42776],{},"ツナググループ・ホールディングス",[2773,42778,14110],{},[2758,42780,42781,42783,42785,42788,42791],{},[2773,42782,40105],{},[2773,42784,15053],{},[2773,42786,42787],{},"6614",[2773,42789,42790],{},"シキノハイテック",[2773,42792,13976],{},[2758,42794,42795,42797,42799,42802,42805],{},[2773,42796,40105],{},[2773,42798,15053],{},[2773,42800,42801],{},"6615",[2773,42803,42804],{},"ユー・エム・シー・エレクトロニクス",[2773,42806,13976],{},[2758,42808,42809,42811,42813,42816,42819],{},[2773,42810,40105],{},[2773,42812,15053],{},[2773,42814,42815],{},"6651",[2773,42817,42818],{},"日東工業",[2773,42820,13976],{},[2758,42822,42823,42825,42827,42830,42833],{},[2773,42824,40105],{},[2773,42826,15053],{},[2773,42828,42829],{},"6652",[2773,42831,42832],{},"ＩＤＥＣ",[2773,42834,13976],{},[2758,42836,42837,42839,42841,42844,42847],{},[2773,42838,40105],{},[2773,42840,15053],{},[2773,42842,42843],{},"6744",[2773,42845,42846],{},"能美防災",[2773,42848,13976],{},[2758,42850,42851,42853,42855,42858,42861],{},[2773,42852,40105],{},[2773,42854,15053],{},[2773,42856,42857],{},"6763",[2773,42859,42860],{},"帝国通信工業",[2773,42862,13976],{},[2758,42864,42865,42867,42869,42872,42875],{},[2773,42866,40105],{},[2773,42868,15053],{},[2773,42870,42871],{},"6769",[2773,42873,42874],{},"ザインエレクトロニクス",[2773,42876,13965],{},[2758,42878,42879,42881,42883,42886,42889],{},[2773,42880,40105],{},[2773,42882,15053],{},[2773,42884,42885],{},"6771",[2773,42887,42888],{},"池上通信機",[2773,42890,13976],{},[2758,42892,42893,42895,42897,42900,42903],{},[2773,42894,40105],{},[2773,42896,15053],{},[2773,42898,42899],{},"6787",[2773,42901,42902],{},"メイコー",[2773,42904,13976],{},[2758,42906,42907,42909,42911,42914,42917],{},[2773,42908,40105],{},[2773,42910,15053],{},[2773,42912,42913],{},"6788",[2773,42915,42916],{},"日本トリム",[2773,42918,13976],{},[2758,42920,42921,42923,42925,42928,42931],{},[2773,42922,40105],{},[2773,42924,15053],{},[2773,42926,42927],{},"6845",[2773,42929,42930],{},"アズビル",[2773,42932,13976],{},[2758,42934,42935,42937,42939,42942,42945],{},[2773,42936,40105],{},[2773,42938,15053],{},[2773,42940,42941],{},"6849",[2773,42943,42944],{},"日本光電工業",[2773,42946,13976],{},[2758,42948,42949,42951,42953,42956,42959],{},[2773,42950,40105],{},[2773,42952,15053],{},[2773,42954,42955],{},"6875",[2773,42957,42958],{},"メガチップス",[2773,42960,13976],{},[2758,42962,42963,42965,42967,42970,42973],{},[2773,42964,40105],{},[2773,42966,15053],{},[2773,42968,42969],{},"6926",[2773,42971,42972],{},"岡谷電機産業",[2773,42974,13976],{},[2758,42976,42977,42979,42981,42984,42987],{},[2773,42978,40105],{},[2773,42980,15053],{},[2773,42982,42983],{},"6965",[2773,42985,42986],{},"浜松ホトニクス",[2773,42988,14110],{},[2758,42990,42991,42993,42995,42998,43001],{},[2773,42992,40105],{},[2773,42994,15053],{},[2773,42996,42997],{},"7004",[2773,42999,43000],{},"カナデビア",[2773,43002,13976],{},[2758,43004,43005,43007,43009,43012,43015],{},[2773,43006,40105],{},[2773,43008,15053],{},[2773,43010,43011],{},"7018",[2773,43013,43014],{},"内海造船",[2773,43016,13976],{},[2758,43018,43019,43021,43023,43026,43029],{},[2773,43020,40105],{},[2773,43022,15053],{},[2773,43024,43025],{},"7089",[2773,43027,43028],{},"フォースタートアップス",[2773,43030,13976],{},[2758,43032,43033,43035,43037,43040,43043],{},[2773,43034,40105],{},[2773,43036,15053],{},[2773,43038,43039],{},"7090",[2773,43041,43042],{},"リグア",[2773,43044,13976],{},[2758,43046,43047,43049,43051,43054,43057],{},[2773,43048,40105],{},[2773,43050,15053],{},[2773,43052,43053],{},"7096",[2773,43055,43056],{},"ステムセル研究所",[2773,43058,13976],{},[2758,43060,43061,43063,43065,43068,43071],{},[2773,43062,40105],{},[2773,43064,15053],{},[2773,43066,43067],{},"7122",[2773,43069,43070],{},"近畿車輛",[2773,43072,13976],{},[2758,43074,43075,43077,43079,43082,43085],{},[2773,43076,40105],{},[2773,43078,15053],{},[2773,43080,43081],{},"7208",[2773,43083,43084],{},"カネミツ",[2773,43086,13976],{},[2758,43088,43089,43091,43093,43096,43099],{},[2773,43090,40105],{},[2773,43092,15053],{},[2773,43094,43095],{},"7212",[2773,43097,43098],{},"エフテック",[2773,43100,13976],{},[2758,43102,43103,43105,43107,43110,43113],{},[2773,43104,40105],{},[2773,43106,15053],{},[2773,43108,43109],{},"7215",[2773,43111,43112],{},"ファルテック",[2773,43114,13976],{},[2758,43116,43117,43119,43121,43124,43127],{},[2773,43118,40105],{},[2773,43120,15053],{},[2773,43122,43123],{},"7226",[2773,43125,43126],{},"極東開発工業",[2773,43128,13976],{},[2758,43130,43131,43133,43135,43138,43141],{},[2773,43132,40105],{},[2773,43134,15053],{},[2773,43136,43137],{},"7240",[2773,43139,43140],{},"ＮＯＫ",[2773,43142,13976],{},[2758,43144,43145,43147,43149,43152,43155],{},[2773,43146,40105],{},[2773,43148,15053],{},[2773,43150,43151],{},"7254",[2773,43153,43154],{},"ユニバンス",[2773,43156,13976],{},[2758,43158,43159,43161,43163,43166,43169],{},[2773,43160,40105],{},[2773,43162,15053],{},[2773,43164,43165],{},"7271",[2773,43167,43168],{},"安永",[2773,43170,13976],{},[2758,43172,43173,43175,43177,43180,43183],{},[2773,43174,40105],{},[2773,43176,15053],{},[2773,43178,43179],{},"7277",[2773,43181,43182],{},"ＴＢＫ",[2773,43184,13976],{},[2758,43186,43187,43189,43191,43194,43197],{},[2773,43188,40105],{},[2773,43190,15053],{},[2773,43192,43193],{},"7292",[2773,43195,43196],{},"村上開明堂",[2773,43198,13976],{},[2758,43200,43201,43203,43205,43208,43211],{},[2773,43202,40105],{},[2773,43204,15053],{},[2773,43206,43207],{},"7458",[2773,43209,43210],{},"第一興商",[2773,43212,13976],{},[2758,43214,43215,43217,43219,43222,43225],{},[2773,43216,40105],{},[2773,43218,15053],{},[2773,43220,43221],{},"7554",[2773,43223,43224],{},"幸楽苑",[2773,43226,13976],{},[2758,43228,43229,43231,43233,43236,43239],{},[2773,43230,40105],{},[2773,43232,15053],{},[2773,43234,43235],{},"7628",[2773,43237,43238],{},"オーハシテクニカ",[2773,43240,13976],{},[2758,43242,43243,43245,43247,43250,43253],{},[2773,43244,40105],{},[2773,43246,15053],{},[2773,43248,43249],{},"7701",[2773,43251,43252],{},"島津製作所",[2773,43254,13976],{},[2758,43256,43257,43259,43261,43264,43267],{},[2773,43258,40105],{},[2773,43260,15053],{},[2773,43262,43263],{},"7731",[2773,43265,43266],{},"ニコン",[2773,43268,13976],{},[2758,43270,43271,43273,43275,43278,43281],{},[2773,43272,40105],{},[2773,43274,15053],{},[2773,43276,43277],{},"7823",[2773,43279,43280],{},"アートネイチャー",[2773,43282,13976],{},[2758,43284,43285,43287,43289,43292,43295],{},[2773,43286,40105],{},[2773,43288,15053],{},[2773,43290,43291],{},"7826",[2773,43293,43294],{},"フルヤ金属",[2773,43296,14167],{},[2758,43298,43299,43301,43303,43306,43309],{},[2773,43300,40105],{},[2773,43302,15053],{},[2773,43304,43305],{},"7841",[2773,43307,43308],{},"遠藤製作所",[2773,43310,13965],{},[2758,43312,43313,43315,43317,43320,43323],{},[2773,43314,40105],{},[2773,43316,15053],{},[2773,43318,43319],{},"7857",[2773,43321,43322],{},"セキ",[2773,43324,13976],{},[2758,43326,43327,43329,43331,43334,43337],{},[2773,43328,40105],{},[2773,43330,15053],{},[2773,43332,43333],{},"7860",[2773,43335,43336],{},"エイベックス",[2773,43338,13976],{},[2758,43340,43341,43343,43345,43348,43351],{},[2773,43342,40105],{},[2773,43344,15053],{},[2773,43346,43347],{},"7915",[2773,43349,43350],{},"ＮＩＳＳＨＡ",[2773,43352,13965],{},[2758,43354,43355,43357,43359,43362,43365],{},[2773,43356,40105],{},[2773,43358,15053],{},[2773,43360,43361],{},"7972",[2773,43363,43364],{},"イトーキ",[2773,43366,13965],{},[2758,43368,43369,43371,43373,43376,43379],{},[2773,43370,40105],{},[2773,43372,15053],{},[2773,43374,43375],{},"7974",[2773,43377,43378],{},"任天堂",[2773,43380,13976],{},[2758,43382,43383,43385,43387,43390,43393],{},[2773,43384,40105],{},[2773,43386,15053],{},[2773,43388,43389],{},"7985",[2773,43391,43392],{},"ネポン",[2773,43394,13976],{},[2758,43396,43397,43399,43401,43404,43407],{},[2773,43398,40105],{},[2773,43400,15053],{},[2773,43402,43403],{},"7992",[2773,43405,43406],{},"セーラー万年筆",[2773,43408,13965],{},[2758,43410,43411,43413,43415,43418,43421],{},[2773,43412,40105],{},[2773,43414,15053],{},[2773,43416,43417],{},"8037",[2773,43419,43420],{},"カメイ",[2773,43422,13976],{},[2758,43424,43425,43427,43429,43432,43435],{},[2773,43426,40105],{},[2773,43428,15053],{},[2773,43430,43431],{},"8040",[2773,43433,43434],{},"東京ソワール",[2773,43436,13965],{},[2758,43438,43439,43441,43443,43446,43449],{},[2773,43440,40105],{},[2773,43442,15053],{},[2773,43444,43445],{},"8045",[2773,43447,43448],{},"横浜丸魚",[2773,43450,13976],{},[2758,43452,43453,43455,43457,43460,43463],{},[2773,43454,40105],{},[2773,43456,15053],{},[2773,43458,43459],{},"8097",[2773,43461,43462],{},"三愛オブリ",[2773,43464,13976],{},[2758,43466,43467,43469,43471,43474,43477],{},[2773,43468,40105],{},[2773,43470,15053],{},[2773,43472,43473],{},"8111",[2773,43475,43476],{},"ゴールドウイン",[2773,43478,13976],{},[2758,43480,43481,43483,43485,43488,43491],{},[2773,43482,40105],{},[2773,43484,15053],{},[2773,43486,43487],{},"8115",[2773,43489,43490],{},"ムーンバット",[2773,43492,13976],{},[2758,43494,43495,43497,43499,43502,43505],{},[2773,43496,40105],{},[2773,43498,15053],{},[2773,43500,43501],{},"8591",[2773,43503,43504],{},"オリックス",[2773,43506,13976],{},[2758,43508,43509,43511,43513,43516,43519],{},[2773,43510,40105],{},[2773,43512,15053],{},[2773,43514,43515],{},"8698",[2773,43517,43518],{},"マネックスグループ",[2773,43520,13976],{},[2758,43522,43523,43525,43527,43530,43533],{},[2773,43524,40105],{},[2773,43526,15053],{},[2773,43528,43529],{},"8804",[2773,43531,43532],{},"東京建物",[2773,43534,13965],{},[2758,43536,43537,43539,43541,43544,43547],{},[2773,43538,40105],{},[2773,43540,15053],{},[2773,43542,43543],{},"8830",[2773,43545,43546],{},"住友不動産",[2773,43548,13976],{},[2758,43550,43551,43553,43555,43558,43561],{},[2773,43552,40105],{},[2773,43554,15053],{},[2773,43556,43557],{},"8876",[2773,43559,43560],{},"リログループ",[2773,43562,13976],{},[2758,43564,43565,43567,43569,43572,43575],{},[2773,43566,40105],{},[2773,43568,15053],{},[2773,43570,43571],{},"9008",[2773,43573,43574],{},"京王電鉄",[2773,43576,13976],{},[2758,43578,43579,43581,43583,43586,43589],{},[2773,43580,40105],{},[2773,43582,15053],{},[2773,43584,43585],{},"9075",[2773,43587,43588],{},"福山通運",[2773,43590,13976],{},[2758,43592,43593,43595,43597,43600,43603],{},[2773,43594,40105],{},[2773,43596,15053],{},[2773,43598,43599],{},"9076",[2773,43601,43602],{},"セイノーホールディングス",[2773,43604,13976],{},[2758,43606,43607,43609,43611,43614,43617],{},[2773,43608,40105],{},[2773,43610,15053],{},[2773,43612,43613],{},"9332",[2773,43615,43616],{},"ＮＩＳＳＯホールディングス",[2773,43618,13976],{},[2758,43620,43621,43623,43625,43628,43631],{},[2773,43622,40105],{},[2773,43624,15053],{},[2773,43626,43627],{},"9424",[2773,43629,43630],{},"日本通信",[2773,43632,13976],{},[2758,43634,43635,43637,43639,43642,43645],{},[2773,43636,40105],{},[2773,43638,15053],{},[2773,43640,43641],{},"9519",[2773,43643,43644],{},"レノバ",[2773,43646,13976],{},[2758,43648,43649,43651,43653,43656,43659],{},[2773,43650,40105],{},[2773,43652,15053],{},[2773,43654,43655],{},"9622",[2773,43657,43658],{},"スペース",[2773,43660,13965],{},[2758,43662,43663,43665,43667,43670,43673],{},[2773,43664,40105],{},[2773,43666,15053],{},[2773,43668,43669],{},"9722",[2773,43671,43672],{},"藤田観光",[2773,43674,13965],{},[2758,43676,43677,43679,43681,43684,43687],{},[2773,43678,40105],{},[2773,43680,15053],{},[2773,43682,43683],{},"9726",[2773,43685,43686],{},"ＫＮＴ−ＣＴホールディングス",[2773,43688,13976],{},[2758,43690,43691,43693,43695,43698,43701],{},[2773,43692,40105],{},[2773,43694,15053],{},[2773,43696,43697],{},"9853",[2773,43699,43700],{},"銀座ルノアール",[2773,43702,13976],{},[2758,43704,43705,43707,43709,43712,43715],{},[2773,43706,40105],{},[2773,43708,15053],{},[2773,43710,43711],{},"9984",[2773,43713,43714],{},"ソフトバンクグループ",[2773,43716,13976],{},[2758,43718,43719,43721,43723,43726,43729],{},[2773,43720,40105],{},[2773,43722,16678],{},[2773,43724,43725],{},"4985",[2773,43727,43728],{},"アース製薬",[2773,43730,13965],{},[2758,43732,43733,43735,43737,43740,43742],{},[2773,43734,40105],{},[2773,43736,16750],{},[2773,43738,43739],{},"5838",[2773,43741,8417],{},[2773,43743,13976],{},[2758,43745,43746,43748,43750,43753,43756],{},[2773,43747,40105],{},[2773,43749,16780],{},[2773,43751,43752],{},"3435",[2773,43754,43755],{},"サンコーテクノ",[2773,43757,13976],{},[2758,43759,43760,43762,43764,43767,43770],{},[2773,43761,40105],{},[2773,43763,16780],{},[2773,43765,43766],{},"6402",[2773,43768,43769],{},"兼松エンジニアリング",[2773,43771,13976],{},[2758,43773,43774,43776,43778,43781,43784],{},[2773,43775,40105],{},[2773,43777,16780],{},[2773,43779,43780],{},"6676",[2773,43782,43783],{},"ＢＵＦＦＡＬＯ",[2773,43785,13976],{},[2758,43787,43788,43790,43792,43795,43798],{},[2773,43789,40105],{},[2773,43791,16780],{},[2773,43793,43794],{},"7014",[2773,43796,43797],{},"名村造船所",[2773,43799,13976],{},[2758,43801,43802,43804,43806,43809,43812],{},[2773,43803,40105],{},[2773,43805,16780],{},[2773,43807,43808],{},"7927",[2773,43810,43811],{},"ムトー精工",[2773,43813,13976],{},[2758,43815,43816,43818,43820,43823,43826],{},[2773,43817,40105],{},[2773,43819,16893],{},[2773,43821,43822],{},"3744",[2773,43824,43825],{},"サイオス",[2773,43827,13965],{},[2758,43829,43830,43832,43834,43837,43840],{},[2773,43831,40105],{},[2773,43833,16893],{},[2773,43835,43836],{},"6920",[2773,43838,43839],{},"レーザーテック",[2773,43841,14167],{},[2758,43843,43844,43846,43848,43851,43854],{},[2773,43845,40105],{},[2773,43847,16922],{},[2773,43849,43850],{},"1885",[2773,43852,43853],{},"東亜建設工業",[2773,43855,13976],{},[2758,43857,43858,43860,43862,43865,43868],{},[2773,43859,40105],{},[2773,43861,16922],{},[2773,43863,43864],{},"1888",[2773,43866,43867],{},"若築建設",[2773,43869,13976],{},[2758,43871,43872,43874,43876,43879,43882],{},[2773,43873,40105],{},[2773,43875,16922],{},[2773,43877,43878],{},"1938",[2773,43880,43881],{},"日本リーテック",[2773,43883,13976],{},[2758,43885,43886,43888,43890,43893,43896],{},[2773,43887,40105],{},[2773,43889,16922],{},[2773,43891,43892],{},"1945",[2773,43894,43895],{},"東京エネシス",[2773,43897,13976],{},[2758,43899,43900,43902,43904,43907,43909],{},[2773,43901,40105],{},[2773,43903,16922],{},[2773,43905,43906],{},"2001",[2773,43908,12381],{},[2773,43910,13976],{},[2758,43912,43913,43915,43917,43920,43923],{},[2773,43914,40105],{},[2773,43916,16922],{},[2773,43918,43919],{},"2573",[2773,43921,43922],{},"北海道コカ・コーラボトリング",[2773,43924,13965],{},[2758,43926,43927,43929,43931,43934,43937],{},[2773,43928,40105],{},[2773,43930,16922],{},[2773,43932,43933],{},"300A",[2773,43935,43936],{},"ＭＩＣ",[2773,43938,13976],{},[2758,43940,43941,43943,43945,43948,43951],{},[2773,43942,40105],{},[2773,43944,16922],{},[2773,43946,43947],{},"3242",[2773,43949,43950],{},"アーバネットコーポレーション",[2773,43952,14167],{},[2758,43954,43955,43957,43959,43962,43965],{},[2773,43956,40105],{},[2773,43958,16922],{},[2773,43960,43961],{},"3326",[2773,43963,43964],{},"ランシステム",[2773,43966,13976],{},[2758,43968,43969,43971,43973,43976,43979],{},[2773,43970,40105],{},[2773,43972,16922],{},[2773,43974,43975],{},"3422",[2773,43977,43978],{},"Ｊ−ＭＡＸ",[2773,43980,13976],{},[2758,43982,43983,43985,43987,43990,43993],{},[2773,43984,40105],{},[2773,43986,16922],{},[2773,43988,43989],{},"3670",[2773,43991,43992],{},"協立情報通信",[2773,43994,13976],{},[2758,43996,43997,43999,44001,44004,44007],{},[2773,43998,40105],{},[2773,44000,16922],{},[2773,44002,44003],{},"3676",[2773,44005,44006],{},"デジタルハーツホールディングス",[2773,44008,13976],{},[2758,44010,44011,44013,44015,44018,44021],{},[2773,44012,40105],{},[2773,44014,16922],{},[2773,44016,44017],{},"4234",[2773,44019,44020],{},"サンエー化研",[2773,44022,13976],{},[2758,44024,44025,44027,44029,44032,44035],{},[2773,44026,40105],{},[2773,44028,16922],{},[2773,44030,44031],{},"4246",[2773,44033,44034],{},"ダイキョーニシカワ",[2773,44036,13976],{},[2758,44038,44039,44041,44043,44046,44049],{},[2773,44040,40105],{},[2773,44042,16922],{},[2773,44044,44045],{},"4559",[2773,44047,44048],{},"ゼリア新薬工業",[2773,44050,13976],{},[2758,44052,44053,44055,44057,44060,44063],{},[2773,44054,40105],{},[2773,44056,16922],{},[2773,44058,44059],{},"4572",[2773,44061,44062],{},"カルナバイオサイエンス",[2773,44064,13965],{},[2758,44066,44067,44069,44071,44074,44077],{},[2773,44068,40105],{},[2773,44070,16922],{},[2773,44072,44073],{},"5021",[2773,44075,44076],{},"コスモエネルギーホールディングス",[2773,44078,13976],{},[2758,44080,44081,44083,44085,44088,44091],{},[2773,44082,40105],{},[2773,44084,16922],{},[2773,44086,44087],{},"5161",[2773,44089,44090],{},"西川ゴム工業",[2773,44092,13976],{},[2758,44094,44095,44097,44099,44102,44105],{},[2773,44096,40105],{},[2773,44098,16922],{},[2773,44100,44101],{},"5185",[2773,44103,44104],{},"フコク",[2773,44106,13976],{},[2758,44108,44109,44111,44113,44116,44119],{},[2773,44110,40105],{},[2773,44112,16922],{},[2773,44114,44115],{},"5208",[2773,44117,44118],{},"有沢製作所",[2773,44120,13976],{},[2758,44122,44123,44125,44127,44130,44133],{},[2773,44124,40105],{},[2773,44126,16922],{},[2773,44128,44129],{},"5451",[2773,44131,44132],{},"ヨドコウ",[2773,44134,13976],{},[2758,44136,44137,44139,44141,44144,44147],{},[2773,44138,40105],{},[2773,44140,16922],{},[2773,44142,44143],{},"5949",[2773,44145,44146],{},"ユニプレス",[2773,44148,13976],{},[2758,44150,44151,44153,44155,44158,44161],{},[2773,44152,40105],{},[2773,44154,16922],{},[2773,44156,44157],{},"5989",[2773,44159,44160],{},"エイチワン",[2773,44162,13976],{},[2758,44164,44165,44167,44169,44172,44175],{},[2773,44166,40105],{},[2773,44168,16922],{},[2773,44170,44171],{},"6284",[2773,44173,44174],{},"日精エー・エス・ビー機械",[2773,44176,14110],{},[2758,44178,44179,44181,44183,44186,44189],{},[2773,44180,40105],{},[2773,44182,16922],{},[2773,44184,44185],{},"6383",[2773,44187,44188],{},"ダイフク",[2773,44190,13965],{},[2758,44192,44193,44195,44197,44200,44203],{},[2773,44194,40105],{},[2773,44196,16922],{},[2773,44198,44199],{},"6384",[2773,44201,44202],{},"昭和真空",[2773,44204,13976],{},[2758,44206,44207,44209,44211,44214,44217],{},[2773,44208,40105],{},[2773,44210,16922],{},[2773,44212,44213],{},"6420",[2773,44215,44216],{},"ガリレイホールディングス",[2773,44218,13976],{},[2758,44220,44221,44223,44225,44228,44231],{},[2773,44222,40105],{},[2773,44224,16922],{},[2773,44226,44227],{},"6458",[2773,44229,44230],{},"新晃工業",[2773,44232,13976],{},[2758,44234,44235,44237,44239,44242,44245],{},[2773,44236,40105],{},[2773,44238,16922],{},[2773,44240,44241],{},"6776",[2773,44243,44244],{},"天昇電気工業",[2773,44246,13976],{},[2758,44248,44249,44251,44253,44256,44259],{},[2773,44250,40105],{},[2773,44252,16922],{},[2773,44254,44255],{},"6867",[2773,44257,44258],{},"リーダー電子",[2773,44260,13976],{},[2758,44262,44263,44265,44267,44270,44273],{},[2773,44264,40105],{},[2773,44266,16922],{},[2773,44268,44269],{},"6943",[2773,44271,44272],{},"ＮＫＫスイッチズ",[2773,44274,13976],{},[2758,44276,44277,44279,44281,44284,44287],{},[2773,44278,40105],{},[2773,44280,16922],{},[2773,44282,44283],{},"7242",[2773,44285,44286],{},"カヤバ",[2773,44288,13976],{},[2758,44290,44291,44293,44295,44298,44301],{},[2773,44292,40105],{},[2773,44294,16922],{},[2773,44296,44297],{},"7846",[2773,44299,44300],{},"パイロットコーポレーション",[2773,44302,13965],{},[2758,44304,44305,44307,44309,44312,44315],{},[2773,44306,40105],{},[2773,44308,16922],{},[2773,44310,44311],{},"7917",[2773,44313,44314],{},"ＺＡＣＲＯＳ",[2773,44316,13976],{},[2758,44318,44319,44321,44323,44326,44329],{},[2773,44320,40105],{},[2773,44322,16922],{},[2773,44324,44325],{},"8029",[2773,44327,44328],{},"ルックホールディングス",[2773,44330,13965],{},[2758,44332,44333,44335,44337,44340,44343],{},[2773,44334,40105],{},[2773,44336,16922],{},[2773,44338,44339],{},"8088",[2773,44341,44342],{},"岩谷産業",[2773,44344,13976],{},[2758,44346,44347,44349,44351,44354,44357],{},[2773,44348,40105],{},[2773,44350,16922],{},[2773,44352,44353],{},"8511",[2773,44355,44356],{},"日本証券金融",[2773,44358,13976],{},[2758,44360,44361,44363,44365,44368,44371],{},[2773,44362,40105],{},[2773,44364,16922],{},[2773,44366,44367],{},"9012",[2773,44369,44370],{},"秩父鉄道",[2773,44372,13976],{},[2758,44374,44375,44377,44379,44382,44385],{},[2773,44376,40105],{},[2773,44378,16922],{},[2773,44380,44381],{},"9031",[2773,44383,44384],{},"西日本鉄道",[2773,44386,13976],{},[2758,44388,44389,44391,44393,44396,44399],{},[2773,44390,40105],{},[2773,44392,16922],{},[2773,44394,44395],{},"9272",[2773,44397,44398],{},"ブティックス",[2773,44400,13976],{},[2758,44402,44403,44405,44407,44410,44413],{},[2773,44404,40105],{},[2773,44406,16922],{},[2773,44408,44409],{},"9355",[2773,44411,44412],{},"リンコーコーポレーション",[2773,44414,13976],{},[2758,44416,44417,44419,44421,44424,44427],{},[2773,44418,40105],{},[2773,44420,17469],{},[2773,44422,44423],{},"1780",[2773,44425,44426],{},"ヤマウラ",[2773,44428,13976],{},[2758,44430,44431,44433,44435,44438,44441],{},[2773,44432,40105],{},[2773,44434,17469],{},[2773,44436,44437],{},"4554",[2773,44439,44440],{},"富士製薬工業",[2773,44442,14110],{},[2758,44444,44445,44447,44449,44452,44455],{},[2773,44446,40105],{},[2773,44448,17469],{},[2773,44450,44451],{},"5355",[2773,44453,44454],{},"日本坩堝",[2773,44456,13976],{},[2758,44458,44459,44461,44463,44466,44469],{},[2773,44460,40105],{},[2773,44462,17469],{},[2773,44464,44465],{},"8772",[2773,44467,44468],{},"アサックス",[2773,44470,13976],{},[2758,44472,44473,44475,44477,44480,44483],{},[2773,44474,40105],{},[2773,44476,17469],{},[2773,44478,44479],{},"9083",[2773,44481,44482],{},"神姫バス",[2773,44484,13976],{},[2758,44486,44487,44489,44491,44494,44497],{},[2773,44488,40105],{},[2773,44490,17469],{},[2773,44492,44493],{},"9401",[2773,44495,44496],{},"ＴＢＳホールディングス",[2773,44498,13976],{},[2758,44500,44501,44503,44505,44508,44511],{},[2773,44502,40105],{},[2773,44504,17540],{},[2773,44506,44507],{},"3634",[2773,44509,44510],{},"ソケッツ",[2773,44512,13976],{},[2758,44514,44515,44517,44519,44522,44525],{},[2773,44516,40105],{},[2773,44518,17540],{},[2773,44520,44521],{},"4112",[2773,44523,44524],{},"保土谷化学工業",[2773,44526,13976],{},[2758,44528,44529,44531,44533,44536,44539],{},[2773,44530,40105],{},[2773,44532,17540],{},[2773,44534,44535],{},"5970",[2773,44537,44538],{},"ジーテクト",[2773,44540,13976],{},[2758,44542,44543,44545,44547,44550,44553],{},[2773,44544,40105],{},[2773,44546,17540],{},[2773,44548,44549],{},"6333",[2773,44551,44552],{},"ＴＥＩＫＯＫＵ",[2773,44554,13976],{},[2758,44556,44557,44559,44561,44564,44567],{},[2773,44558,40105],{},[2773,44560,17540],{},[2773,44562,44563],{},"6485",[2773,44565,44566],{},"前澤給装工業",[2773,44568,13976],{},[2758,44570,44571,44573,44575,44578,44581],{},[2773,44572,40105],{},[2773,44574,17540],{},[2773,44576,44577],{},"9028",[2773,44579,44580],{},"ゼロ",[2773,44582,14167],{},[2758,44584,44585,44587,44589,44592,44595],{},[2773,44586,40105],{},[2773,44588,39968],{},[2773,44590,44591],{},"6062",[2773,44593,44594],{},"チャーム・ケア・コーポレーション",[2773,44596,14167],{},[2758,44598,44599,44601,44603,44606,44609],{},[2773,44600,40105],{},[2773,44602,14073],{},[2773,44604,44605],{},"429A",[2773,44607,44608],{},"テクセンドフォトマスク",[2773,44610,13976],{},[2758,44612,44613,44615,44617,44620,44623],{},[2773,44614,40105],{},[2773,44616,14073],{},[2773,44618,44619],{},"504A",[2773,44621,44622],{},"イノバセル",[2773,44624,13965],{},[11,44626,44627,9315,44631],{},[22,44628,44630],{"href":44629},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0805\u002F","← 8\u002F5(水)分",[22,44632,44634],{"href":44633},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0807\u002F","8\u002F7(金)分 →",[15,44636,28567],{"id":28567},[443,44638,44639,44641],{},[446,44640,40045],{},[446,44642,28575,44643,28579],{},[33,44644,28578],{},[15,44646,51],{"id":51},[11,44648,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":44650},[44651,44652,44653],{"id":40079,"depth":57,"text":40080},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年8月6日（木）に決算発表を予定している323社の一覧です。発表時刻・証券コード・会計期を発表順に記載しています。全体像は「今週の注目決算まとめ」もあわせてご覧ください。",{},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0806","2026-08-02T19:04:00+09:00",{"title":40069,"description":44654},"reading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0806",[28599,28600],"FpfpZkS6WnqX66rING8ipA46dZCEJO56m07fbticfB0",{"id":44663,"title":44664,"author":6,"body":44665,"category":73,"dataDate":6,"date":30458,"description":47218,"extension":65,"image":6,"meta":47219,"navigation":67,"path":47220,"publishedAt":47221,"seo":47222,"stem":47223,"tags":47224,"type":6,"updated":6,"__hash__":47225},"articles\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0805.md","決算発表予定リスト（8\u002F5(水)・178社）",{"type":8,"value":44666,"toc":47213},[44667,44672,44676,47190,47199,47201,47209,47211],[11,44668,44669,44671],{},[22,44670,30477],{"href":30476}," の全リストのうち、8\u002F5(水)分（178社）です。発表日・時刻順に掲載しています。「--」は時刻未定です。",[15,44673,44675],{"id":44674},"_85水の発表予定178社","8\u002F5(水)の発表予定（178社）",[13939,44677,44678],{},[2752,44679,44680,44694],{},[2755,44681,44682],{},[2758,44683,44684,44686,44688,44690,44692],{},[2761,44685,14052],{},[2761,44687,14055],{},[2761,44689,14058],{},[2761,44691,14061],{},[2761,44693,13952],{},[2768,44695,44696,44711,44725,44739,44753,44767,44782,44796,44810,44824,44838,44852,44866,44880,44894,44908,44922,44936,44950,44964,44978,44992,45006,45020,45034,45048,45062,45076,45090,45104,45118,45132,45146,45160,45174,45188,45202,45216,45230,45244,45258,45272,45286,45300,45314,45328,45342,45356,45370,45384,45398,45412,45426,45440,45454,45468,45482,45496,45510,45524,45538,45552,45566,45580,45594,45608,45622,45636,45650,45664,45678,45692,45706,45720,45734,45748,45762,45776,45790,45804,45818,45832,45846,45860,45874,45888,45902,45916,45930,45944,45958,45972,45986,46000,46014,46028,46042,46056,46070,46084,46098,46112,46126,46140,46154,46168,46182,46196,46210,46224,46238,46252,46266,46280,46294,46308,46322,46336,46350,46364,46378,46392,46406,46420,46434,46448,46462,46476,46490,46504,46518,46532,46546,46560,46574,46588,46602,46616,46630,46644,46658,46672,46686,46700,46714,46728,46742,46756,46770,46784,46798,46812,46826,46840,46854,46868,46882,46896,46910,46924,46938,46952,46966,46980,46994,47008,47022,47036,47050,47064,47078,47092,47106,47120,47134,47148,47162,47176],{},[2758,44697,44698,44701,44703,44706,44709],{},[2773,44699,44700],{},"8\u002F5(水)",[2773,44702,14203],{},[2773,44704,44705],{},"2395",[2773,44707,44708],{},"新日本科学",[2773,44710,13976],{},[2758,44712,44713,44715,44717,44720,44723],{},[2773,44714,44700],{},[2773,44716,14203],{},[2773,44718,44719],{},"2730",[2773,44721,44722],{},"エディオン",[2773,44724,13976],{},[2758,44726,44727,44729,44731,44734,44737],{},[2773,44728,44700],{},[2773,44730,14203],{},[2773,44732,44733],{},"341A",[2773,44735,44736],{},"トヨコー",[2773,44738,13976],{},[2758,44740,44741,44743,44745,44748,44751],{},[2773,44742,44700],{},[2773,44744,14203],{},[2773,44746,44747],{},"5187",[2773,44749,44750],{},"クリエートメディック",[2773,44752,13965],{},[2758,44754,44755,44757,44759,44762,44765],{},[2773,44756,44700],{},[2773,44758,14203],{},[2773,44760,44761],{},"6947",[2773,44763,44764],{},"図研",[2773,44766,13976],{},[2758,44768,44769,44771,44774,44777,44780],{},[2773,44770,44700],{},[2773,44772,44773],{},"11:40",[2773,44775,44776],{},"2371",[2773,44778,44779],{},"カカクコム",[2773,44781,13976],{},[2758,44783,44784,44786,44788,44791,44794],{},[2773,44785,44700],{},[2773,44787,14288],{},[2773,44789,44790],{},"1812",[2773,44792,44793],{},"鹿島建設",[2773,44795,13976],{},[2758,44797,44798,44800,44802,44805,44808],{},[2773,44799,44700],{},[2773,44801,14288],{},[2773,44803,44804],{},"5015",[2773,44806,44807],{},"ビーピー・カストロール",[2773,44809,13965],{},[2758,44811,44812,44814,44816,44819,44822],{},[2773,44813,44700],{},[2773,44815,14288],{},[2773,44817,44818],{},"7075",[2773,44820,44821],{},"ＱＬＳホールディングス",[2773,44823,13976],{},[2758,44825,44826,44828,44830,44833,44836],{},[2773,44827,44700],{},[2773,44829,14288],{},[2773,44831,44832],{},"7561",[2773,44834,44835],{},"ハークスレイホールディングス",[2773,44837,13976],{},[2758,44839,44840,44842,44844,44847,44850],{},[2773,44841,44700],{},[2773,44843,14288],{},[2773,44845,44846],{},"9101",[2773,44848,44849],{},"日本郵船",[2773,44851,13976],{},[2758,44853,44854,44856,44858,44861,44864],{},[2773,44855,44700],{},[2773,44857,14387],{},[2773,44859,44860],{},"3036",[2773,44862,44863],{},"アルコニックス",[2773,44865,13976],{},[2758,44867,44868,44870,44872,44875,44878],{},[2773,44869,44700],{},[2773,44871,14387],{},[2773,44873,44874],{},"4792",[2773,44876,44877],{},"山田コンサルティンググループ",[2773,44879,13976],{},[2758,44881,44882,44884,44886,44889,44892],{},[2773,44883,44700],{},[2773,44885,14387],{},[2773,44887,44888],{},"9913",[2773,44890,44891],{},"日邦産業",[2773,44893,13976],{},[2758,44895,44896,44898,44900,44903,44906],{},[2773,44897,44700],{},[2773,44899,14402],{},[2773,44901,44902],{},"1980",[2773,44904,44905],{},"ダイダン",[2773,44907,13976],{},[2758,44909,44910,44912,44914,44917,44920],{},[2773,44911,44700],{},[2773,44913,14402],{},[2773,44915,44916],{},"2433",[2773,44918,44919],{},"博報堂ＤＹホールディングス",[2773,44921,13976],{},[2758,44923,44924,44926,44928,44931,44934],{},[2773,44925,44700],{},[2773,44927,14402],{},[2773,44929,44930],{},"3861",[2773,44932,44933],{},"王子ホールディングス",[2773,44935,13976],{},[2758,44937,44938,44940,44942,44945,44948],{},[2773,44939,44700],{},[2773,44941,14402],{},[2773,44943,44944],{},"3941",[2773,44946,44947],{},"レンゴー",[2773,44949,13976],{},[2758,44951,44952,44954,44956,44959,44962],{},[2773,44953,44700],{},[2773,44955,14402],{},[2773,44957,44958],{},"4183",[2773,44960,44961],{},"三井化学",[2773,44963,13976],{},[2758,44965,44966,44968,44970,44973,44976],{},[2773,44967,44700],{},[2773,44969,14402],{},[2773,44971,44972],{},"4624",[2773,44974,44975],{},"イサム塗料",[2773,44977,13976],{},[2758,44979,44980,44982,44984,44987,44990],{},[2773,44981,44700],{},[2773,44983,14402],{},[2773,44985,44986],{},"4687",[2773,44988,44989],{},"ＴＤＣソフト",[2773,44991,13976],{},[2758,44993,44994,44996,44998,45001,45004],{},[2773,44995,44700],{},[2773,44997,14402],{},[2773,44999,45000],{},"5406",[2773,45002,45003],{},"神戸製鋼所",[2773,45005,13976],{},[2758,45007,45008,45010,45012,45015,45018],{},[2773,45009,44700],{},[2773,45011,14402],{},[2773,45013,45014],{},"6768",[2773,45016,45017],{},"タムラ製作所",[2773,45019,13976],{},[2758,45021,45022,45024,45026,45029,45032],{},[2773,45023,44700],{},[2773,45025,14402],{},[2773,45027,45028],{},"6994",[2773,45030,45031],{},"指月電機製作所",[2773,45033,13976],{},[2758,45035,45036,45038,45040,45043,45046],{},[2773,45037,44700],{},[2773,45039,14402],{},[2773,45041,45042],{},"7013",[2773,45044,45045],{},"ＩＨＩ",[2773,45047,13976],{},[2758,45049,45050,45052,45054,45057,45060],{},[2773,45051,44700],{},[2773,45053,14402],{},[2773,45055,45056],{},"7270",[2773,45058,45059],{},"ＳＵＢＡＲＵ",[2773,45061,13976],{},[2758,45063,45064,45066,45068,45071,45074],{},[2773,45065,44700],{},[2773,45067,14402],{},[2773,45069,45070],{},"7280",[2773,45072,45073],{},"ミツバ",[2773,45075,13976],{},[2758,45077,45078,45080,45082,45085,45088],{},[2773,45079,44700],{},[2773,45081,14529],{},[2773,45083,45084],{},"5189",[2773,45086,45087],{},"櫻護謨",[2773,45089,13976],{},[2758,45091,45092,45094,45096,45099,45102],{},[2773,45093,44700],{},[2773,45095,14544],{},[2773,45097,45098],{},"1719",[2773,45100,45101],{},"安藤・間",[2773,45103,13976],{},[2758,45105,45106,45108,45110,45113,45116],{},[2773,45107,44700],{},[2773,45109,14544],{},[2773,45111,45112],{},"1965",[2773,45114,45115],{},"テクノ菱和",[2773,45117,13976],{},[2758,45119,45120,45122,45124,45127,45130],{},[2773,45121,44700],{},[2773,45123,14544],{},[2773,45125,45126],{},"2784",[2773,45128,45129],{},"アルフレッサ　ホールディングス",[2773,45131,13976],{},[2758,45133,45134,45136,45138,45141,45144],{},[2773,45135,44700],{},[2773,45137,14544],{},[2773,45139,45140],{},"4403",[2773,45142,45143],{},"日油",[2773,45145,13976],{},[2758,45147,45148,45150,45152,45155,45158],{},[2773,45149,44700],{},[2773,45151,14544],{},[2773,45153,45154],{},"4409",[2773,45156,45157],{},"東邦化学工業",[2773,45159,13976],{},[2758,45161,45162,45164,45166,45169,45172],{},[2773,45163,44700],{},[2773,45165,14544],{},[2773,45167,45168],{},"4635",[2773,45170,45171],{},"東京インキ",[2773,45173,13976],{},[2758,45175,45176,45178,45180,45183,45186],{},[2773,45177,44700],{},[2773,45179,14544],{},[2773,45181,45182],{},"4826",[2773,45184,45185],{},"ＣＩＪ",[2773,45187,14167],{},[2758,45189,45190,45192,45194,45197,45200],{},[2773,45191,44700],{},[2773,45193,14544],{},[2773,45195,45196],{},"5199",[2773,45198,45199],{},"不二ラテックス",[2773,45201,13976],{},[2758,45203,45204,45206,45208,45211,45214],{},[2773,45205,44700],{},[2773,45207,14544],{},[2773,45209,45210],{},"5411",[2773,45212,45213],{},"ＪＦＥホールディングス",[2773,45215,13976],{},[2758,45217,45218,45220,45222,45225,45228],{},[2773,45219,44700],{},[2773,45221,14544],{},[2773,45223,45224],{},"5958",[2773,45226,45227],{},"三洋工業",[2773,45229,13976],{},[2758,45231,45232,45234,45236,45239,45242],{},[2773,45233,44700],{},[2773,45235,14544],{},[2773,45237,45238],{},"7506",[2773,45240,45241],{},"ハウス　オブ　ローゼ",[2773,45243,13976],{},[2758,45245,45246,45248,45250,45253,45256],{},[2773,45247,44700],{},[2773,45249,14544],{},[2773,45251,45252],{},"8098",[2773,45254,45255],{},"稲畑産業",[2773,45257,13976],{},[2758,45259,45260,45262,45264,45267,45270],{},[2773,45261,44700],{},[2773,45263,14544],{},[2773,45265,45266],{},"8129",[2773,45268,45269],{},"東邦ホールディングス",[2773,45271,13976],{},[2758,45273,45274,45276,45278,45281,45284],{},[2773,45275,44700],{},[2773,45277,14544],{},[2773,45279,45280],{},"8524",[2773,45282,45283],{},"北洋銀行",[2773,45285,13976],{},[2758,45287,45288,45290,45292,45295,45298],{},[2773,45289,44700],{},[2773,45291,14544],{},[2773,45293,45294],{},"9347",[2773,45296,45297],{},"日本管財ホールディングス",[2773,45299,13976],{},[2758,45301,45302,45304,45306,45309,45312],{},[2773,45303,44700],{},[2773,45305,14544],{},[2773,45307,45308],{},"9412",[2773,45310,45311],{},"スカパーＪＳＡＴ",[2773,45313,13976],{},[2758,45315,45316,45318,45320,45323,45326],{},[2773,45317,44700],{},[2773,45319,14672],{},[2773,45321,45322],{},"7130",[2773,45324,45325],{},"ヤマエグループホールディングス",[2773,45327,13976],{},[2758,45329,45330,45332,45334,45337,45340],{},[2773,45331,44700],{},[2773,45333,14672],{},[2773,45335,45336],{},"9127",[2773,45338,45339],{},"玉井商船",[2773,45341,13976],{},[2758,45343,45344,45346,45348,45351,45354],{},[2773,45345,44700],{},[2773,45347,20924],{},[2773,45349,45350],{},"8522",[2773,45352,45353],{},"名古屋銀行",[2773,45355,13976],{},[2758,45357,45358,45360,45362,45365,45368],{},[2773,45359,44700],{},[2773,45361,14729],{},[2773,45363,45364],{},"1814",[2773,45366,45367],{},"大末建設",[2773,45369,13976],{},[2758,45371,45372,45374,45376,45379,45382],{},[2773,45373,44700],{},[2773,45375,14729],{},[2773,45377,45378],{},"2922",[2773,45380,45381],{},"なとり",[2773,45383,13976],{},[2758,45385,45386,45388,45390,45393,45396],{},[2773,45387,44700],{},[2773,45389,14729],{},[2773,45391,45392],{},"3863",[2773,45394,45395],{},"日本製紙",[2773,45397,13976],{},[2758,45399,45400,45402,45404,45407,45410],{},[2773,45401,44700],{},[2773,45403,14729],{},[2773,45405,45406],{},"4471",[2773,45408,45409],{},"三洋化成工業",[2773,45411,13976],{},[2758,45413,45414,45416,45418,45421,45424],{},[2773,45415,44700],{},[2773,45417,14729],{},[2773,45419,45420],{},"4968",[2773,45422,45423],{},"荒川化学工業",[2773,45425,13976],{},[2758,45427,45428,45430,45432,45435,45438],{},[2773,45429,44700],{},[2773,45431,14729],{},[2773,45433,45434],{},"5852",[2773,45436,45437],{},"アーレスティ",[2773,45439,13976],{},[2758,45441,45442,45444,45446,45449,45452],{},[2773,45443,44700],{},[2773,45445,14729],{},[2773,45447,45448],{},"6674",[2773,45450,45451],{},"ジーエス・ユアサ　コーポレーション",[2773,45453,13976],{},[2758,45455,45456,45458,45460,45463,45466],{},[2773,45457,44700],{},[2773,45459,14729],{},[2773,45461,45462],{},"7167",[2773,45464,45465],{},"めぶきフィナンシャルグループ",[2773,45467,13976],{},[2758,45469,45470,45472,45474,45477,45480],{},[2773,45471,44700],{},[2773,45473,14729],{},[2773,45475,45476],{},"7239",[2773,45478,45479],{},"タチエス",[2773,45481,13976],{},[2758,45483,45484,45486,45488,45491,45494],{},[2773,45485,44700],{},[2773,45487,14729],{},[2773,45489,45490],{},"7246",[2773,45492,45493],{},"プレス工業",[2773,45495,13976],{},[2758,45497,45498,45500,45502,45505,45508],{},[2773,45499,44700],{},[2773,45501,14729],{},[2773,45503,45504],{},"7269",[2773,45506,45507],{},"スズキ",[2773,45509,13976],{},[2758,45511,45512,45514,45516,45519,45522],{},[2773,45513,44700],{},[2773,45515,14729],{},[2773,45517,45518],{},"7963",[2773,45520,45521],{},"興研",[2773,45523,13965],{},[2758,45525,45526,45528,45530,45533,45536],{},[2773,45527,44700],{},[2773,45529,14729],{},[2773,45531,45532],{},"8117",[2773,45534,45535],{},"中央自動車工業",[2773,45537,13976],{},[2758,45539,45540,45542,45544,45547,45550],{},[2773,45541,44700],{},[2773,45543,14729],{},[2773,45545,45546],{},"8386",[2773,45548,45549],{},"百十四銀行",[2773,45551,13976],{},[2758,45553,45554,45556,45558,45561,45564],{},[2773,45555,44700],{},[2773,45557,15053],{},[2773,45559,45560],{},"2138",[2773,45562,45563],{},"クルーズ",[2773,45565,13976],{},[2758,45567,45568,45570,45572,45575,45578],{},[2773,45569,44700],{},[2773,45571,15053],{},[2773,45573,45574],{},"2206",[2773,45576,45577],{},"江崎グリコ",[2773,45579,13965],{},[2758,45581,45582,45584,45586,45589,45592],{},[2773,45583,44700],{},[2773,45585,15053],{},[2773,45587,45588],{},"2269",[2773,45590,45591],{},"明治ホールディングス",[2773,45593,13976],{},[2758,45595,45596,45598,45600,45603,45606],{},[2773,45597,44700],{},[2773,45599,15053],{},[2773,45601,45602],{},"2307",[2773,45604,45605],{},"クロスキャット",[2773,45607,13976],{},[2758,45609,45610,45612,45614,45617,45620],{},[2773,45611,44700],{},[2773,45613,15053],{},[2773,45615,45616],{},"2335",[2773,45618,45619],{},"キューブシステム",[2773,45621,13976],{},[2758,45623,45624,45626,45628,45631,45634],{},[2773,45625,44700],{},[2773,45627,15053],{},[2773,45629,45630],{},"2676",[2773,45632,45633],{},"高千穂交易",[2773,45635,13976],{},[2758,45637,45638,45640,45642,45645,45648],{},[2773,45639,44700],{},[2773,45641,15053],{},[2773,45643,45644],{},"2801",[2773,45646,45647],{},"キッコーマン",[2773,45649,13976],{},[2758,45651,45652,45654,45656,45659,45662],{},[2773,45653,44700],{},[2773,45655,15053],{},[2773,45657,45658],{},"297A",[2773,45660,45661],{},"アルピコホールディングス",[2773,45663,13976],{},[2758,45665,45666,45668,45670,45673,45676],{},[2773,45667,44700],{},[2773,45669,15053],{},[2773,45671,45672],{},"2980",[2773,45674,45675],{},"ＳＲＥホールディングス",[2773,45677,13976],{},[2758,45679,45680,45682,45684,45687,45690],{},[2773,45681,44700],{},[2773,45683,15053],{},[2773,45685,45686],{},"3002",[2773,45688,45689],{},"グンゼ",[2773,45691,13976],{},[2758,45693,45694,45696,45698,45701,45704],{},[2773,45695,44700],{},[2773,45697,15053],{},[2773,45699,45700],{},"3110",[2773,45702,45703],{},"日東紡績",[2773,45705,13976],{},[2758,45707,45708,45710,45712,45715,45718],{},[2773,45709,44700],{},[2773,45711,15053],{},[2773,45713,45714],{},"3166",[2773,45716,45717],{},"ＯＣＨＩホールディングス",[2773,45719,13976],{},[2758,45721,45722,45724,45726,45729,45732],{},[2773,45723,44700],{},[2773,45725,15053],{},[2773,45727,45728],{},"3232",[2773,45730,45731],{},"三重交通グループホールディングス",[2773,45733,13976],{},[2758,45735,45736,45738,45740,45743,45746],{},[2773,45737,44700],{},[2773,45739,15053],{},[2773,45741,45742],{},"3302",[2773,45744,45745],{},"帝国繊維",[2773,45747,13965],{},[2758,45749,45750,45752,45754,45757,45760],{},[2773,45751,44700],{},[2773,45753,15053],{},[2773,45755,45756],{},"3386",[2773,45758,45759],{},"コスモ・バイオ",[2773,45761,13965],{},[2758,45763,45764,45766,45768,45771,45774],{},[2773,45765,44700],{},[2773,45767,15053],{},[2773,45769,45770],{},"3395",[2773,45772,45773],{},"サンマルクホールディングス",[2773,45775,13976],{},[2758,45777,45778,45780,45782,45785,45788],{},[2773,45779,44700],{},[2773,45781,15053],{},[2773,45783,45784],{},"3426",[2773,45786,45787],{},"アトムリビンテック",[2773,45789,14167],{},[2758,45791,45792,45794,45796,45799,45802],{},[2773,45793,44700],{},[2773,45795,15053],{},[2773,45797,45798],{},"3433",[2773,45800,45801],{},"トーカロ",[2773,45803,13976],{},[2758,45805,45806,45808,45810,45813,45816],{},[2773,45807,44700],{},[2773,45809,15053],{},[2773,45811,45812],{},"3628",[2773,45814,45815],{},"データホライゾン",[2773,45817,13976],{},[2758,45819,45820,45822,45824,45827,45830],{},[2773,45821,44700],{},[2773,45823,15053],{},[2773,45825,45826],{},"3668",[2773,45828,45829],{},"コロプラ",[2773,45831,14110],{},[2758,45833,45834,45836,45838,45841,45844],{},[2773,45835,44700],{},[2773,45837,15053],{},[2773,45839,45840],{},"3690",[2773,45842,45843],{},"イルグルム",[2773,45845,14110],{},[2758,45847,45848,45850,45852,45855,45858],{},[2773,45849,44700],{},[2773,45851,15053],{},[2773,45853,45854],{},"3836",[2773,45856,45857],{},"アバントグループ",[2773,45859,14167],{},[2758,45861,45862,45864,45866,45869,45872],{},[2773,45863,44700],{},[2773,45865,15053],{},[2773,45867,45868],{},"3910",[2773,45870,45871],{},"エムケイシステム",[2773,45873,13976],{},[2758,45875,45876,45878,45880,45883,45886],{},[2773,45877,44700],{},[2773,45879,15053],{},[2773,45881,45882],{},"4320",[2773,45884,45885],{},"ＣＥホールディングス",[2773,45887,14110],{},[2758,45889,45890,45892,45894,45897,45900],{},[2773,45891,44700],{},[2773,45893,15053],{},[2773,45895,45896],{},"4326",[2773,45898,45899],{},"インテージホールディングス",[2773,45901,14167],{},[2758,45903,45904,45906,45908,45911,45914],{},[2773,45905,44700],{},[2773,45907,15053],{},[2773,45909,45910],{},"4385",[2773,45912,45913],{},"メルカリ",[2773,45915,14167],{},[2758,45917,45918,45920,45922,45925,45928],{},[2773,45919,44700],{},[2773,45921,15053],{},[2773,45923,45924],{},"4388",[2773,45926,45927],{},"エーアイ",[2773,45929,13976],{},[2758,45931,45932,45934,45936,45939,45942],{},[2773,45933,44700],{},[2773,45935,15053],{},[2773,45937,45938],{},"4452",[2773,45940,45941],{},"花王",[2773,45943,13965],{},[2758,45945,45946,45948,45950,45953,45956],{},[2773,45947,44700],{},[2773,45949,15053],{},[2773,45951,45952],{},"4477",[2773,45954,45955],{},"ＢＡＳＥ",[2773,45957,13965],{},[2758,45959,45960,45962,45964,45967,45970],{},[2773,45961,44700],{},[2773,45963,15053],{},[2773,45965,45966],{},"4483",[2773,45968,45969],{},"ＪＭＤＣ",[2773,45971,13976],{},[2758,45973,45974,45976,45978,45981,45984],{},[2773,45975,44700],{},[2773,45977,15053],{},[2773,45979,45980],{},"4503",[2773,45982,45983],{},"アステラス製薬",[2773,45985,13976],{},[2758,45987,45988,45990,45992,45995,45998],{},[2773,45989,44700],{},[2773,45991,15053],{},[2773,45993,45994],{},"4512",[2773,45996,45997],{},"わかもと製薬",[2773,45999,13976],{},[2758,46001,46002,46004,46006,46009,46012],{},[2773,46003,44700],{},[2773,46005,15053],{},[2773,46007,46008],{},"4615",[2773,46010,46011],{},"神東塗料",[2773,46013,13976],{},[2758,46015,46016,46018,46020,46023,46026],{},[2773,46017,44700],{},[2773,46019,15053],{},[2773,46021,46022],{},"4772",[2773,46024,46025],{},"ＳＭ　ＥＮＴＥＲＴＡＩＮＭＥＮＴ　ＪＡＰＡＮ",[2773,46027,13965],{},[2758,46029,46030,46032,46034,46037,46040],{},[2773,46031,44700],{},[2773,46033,15053],{},[2773,46035,46036],{},"4847",[2773,46038,46039],{},"インテリジェント　ウェイブ",[2773,46041,14167],{},[2758,46043,46044,46046,46048,46051,46054],{},[2773,46045,44700],{},[2773,46047,15053],{},[2773,46049,46050],{},"4911",[2773,46052,46053],{},"資生堂",[2773,46055,13965],{},[2758,46057,46058,46060,46062,46065,46068],{},[2773,46059,44700],{},[2773,46061,15053],{},[2773,46063,46064],{},"4951",[2773,46066,46067],{},"エステー",[2773,46069,13976],{},[2758,46071,46072,46074,46076,46079,46082],{},[2773,46073,44700],{},[2773,46075,15053],{},[2773,46077,46078],{},"4972",[2773,46080,46081],{},"綜研化学",[2773,46083,13976],{},[2758,46085,46086,46088,46090,46093,46096],{},[2773,46087,44700],{},[2773,46089,15053],{},[2773,46091,46092],{},"5301",[2773,46094,46095],{},"東海カーボン",[2773,46097,13965],{},[2758,46099,46100,46102,46104,46107,46110],{},[2773,46101,44700],{},[2773,46103,15053],{},[2773,46105,46106],{},"5480",[2773,46108,46109],{},"日本冶金工業",[2773,46111,13976],{},[2758,46113,46114,46116,46118,46121,46124],{},[2773,46115,44700],{},[2773,46117,15053],{},[2773,46119,46120],{},"5563",[2773,46122,46123],{},"新日本電工",[2773,46125,13965],{},[2758,46127,46128,46130,46132,46135,46138],{},[2773,46129,44700],{},[2773,46131,15053],{},[2773,46133,46134],{},"5660",[2773,46136,46137],{},"神鋼鋼線工業",[2773,46139,13976],{},[2758,46141,46142,46144,46146,46149,46152],{},[2773,46143,44700],{},[2773,46145,15053],{},[2773,46147,46148],{},"5851",[2773,46150,46151],{},"リョービ",[2773,46153,13965],{},[2758,46155,46156,46158,46160,46163,46166],{},[2773,46157,44700],{},[2773,46159,15053],{},[2773,46161,46162],{},"5956",[2773,46164,46165],{},"トーソー",[2773,46167,13976],{},[2758,46169,46170,46172,46174,46177,46180],{},[2773,46171,44700],{},[2773,46173,15053],{},[2773,46175,46176],{},"5988",[2773,46178,46179],{},"パイオラックス",[2773,46181,13976],{},[2758,46183,46184,46186,46188,46191,46194],{},[2773,46185,44700],{},[2773,46187,15053],{},[2773,46189,46190],{},"6013",[2773,46192,46193],{},"タクマ",[2773,46195,13976],{},[2758,46197,46198,46200,46202,46205,46208],{},[2773,46199,44700],{},[2773,46201,15053],{},[2773,46203,46204],{},"6226",[2773,46206,46207],{},"守谷輸送機工業",[2773,46209,13976],{},[2758,46211,46212,46214,46216,46219,46222],{},[2773,46213,44700],{},[2773,46215,15053],{},[2773,46217,46218],{},"6307",[2773,46220,46221],{},"サンセイ",[2773,46223,13976],{},[2758,46225,46226,46228,46230,46233,46236],{},[2773,46227,44700],{},[2773,46229,15053],{},[2773,46231,46232],{},"6328",[2773,46234,46235],{},"荏原実業",[2773,46237,13965],{},[2758,46239,46240,46242,46244,46247,46250],{},[2773,46241,44700],{},[2773,46243,15053],{},[2773,46245,46246],{},"6363",[2773,46248,46249],{},"酉島製作所",[2773,46251,13976],{},[2758,46253,46254,46256,46258,46261,46264],{},[2773,46255,44700],{},[2773,46257,15053],{},[2773,46259,46260],{},"6479",[2773,46262,46263],{},"ミネベアミツミ",[2773,46265,13976],{},[2758,46267,46268,46270,46272,46275,46278],{},[2773,46269,44700],{},[2773,46271,15053],{},[2773,46273,46274],{},"6481",[2773,46276,46277],{},"ＴＨＫ",[2773,46279,13965],{},[2758,46281,46282,46284,46286,46289,46292],{},[2773,46283,44700],{},[2773,46285,15053],{},[2773,46287,46288],{},"6678",[2773,46290,46291],{},"テクノメディカ",[2773,46293,13976],{},[2758,46295,46296,46298,46300,46303,46306],{},[2773,46297,44700],{},[2773,46299,15053],{},[2773,46301,46302],{},"6724",[2773,46304,46305],{},"セイコーエプソン",[2773,46307,13976],{},[2758,46309,46310,46312,46314,46317,46320],{},[2773,46311,44700],{},[2773,46313,15053],{},[2773,46315,46316],{},"6730",[2773,46318,46319],{},"アクセル",[2773,46321,13976],{},[2758,46323,46324,46326,46328,46331,46334],{},[2773,46325,44700],{},[2773,46327,15053],{},[2773,46329,46330],{},"6745",[2773,46332,46333],{},"ホーチキ",[2773,46335,13976],{},[2758,46337,46338,46340,46342,46345,46348],{},[2773,46339,44700],{},[2773,46341,15053],{},[2773,46343,46344],{},"6894",[2773,46346,46347],{},"パルステック工業",[2773,46349,13976],{},[2758,46351,46352,46354,46356,46359,46362],{},[2773,46353,44700],{},[2773,46355,15053],{},[2773,46357,46358],{},"6941",[2773,46360,46361],{},"山一電機",[2773,46363,13976],{},[2758,46365,46366,46368,46370,46373,46376],{},[2773,46367,44700],{},[2773,46369,15053],{},[2773,46371,46372],{},"6958",[2773,46374,46375],{},"日本シイエムケイ",[2773,46377,13976],{},[2758,46379,46380,46382,46384,46387,46390],{},[2773,46381,44700],{},[2773,46383,15053],{},[2773,46385,46386],{},"6963",[2773,46388,46389],{},"ローム",[2773,46391,13976],{},[2758,46393,46394,46396,46398,46401,46404],{},[2773,46395,44700],{},[2773,46397,15053],{},[2773,46399,46400],{},"6976",[2773,46402,46403],{},"太陽誘電",[2773,46405,13976],{},[2758,46407,46408,46410,46412,46415,46418],{},[2773,46409,44700],{},[2773,46411,15053],{},[2773,46413,46414],{},"6996",[2773,46416,46417],{},"ニチコン",[2773,46419,13976],{},[2758,46421,46422,46424,46426,46429,46432],{},[2773,46423,44700],{},[2773,46425,15053],{},[2773,46427,46428],{},"7164",[2773,46430,46431],{},"全国保証",[2773,46433,13976],{},[2758,46435,46436,46438,46440,46443,46446],{},[2773,46437,44700],{},[2773,46439,15053],{},[2773,46441,46442],{},"7186",[2773,46444,46445],{},"横浜フィナンシャルグループ",[2773,46447,13976],{},[2758,46449,46450,46452,46454,46457,46460],{},[2773,46451,44700],{},[2773,46453,15053],{},[2773,46455,46456],{},"7284",[2773,46458,46459],{},"盟和産業",[2773,46461,13976],{},[2758,46463,46464,46466,46468,46471,46474],{},[2773,46465,44700],{},[2773,46467,15053],{},[2773,46469,46470],{},"7384",[2773,46472,46473],{},"プロクレアホールディングス",[2773,46475,13976],{},[2758,46477,46478,46480,46482,46485,46488],{},[2773,46479,44700],{},[2773,46481,15053],{},[2773,46483,46484],{},"7459",[2773,46486,46487],{},"メディパルホールディングス",[2773,46489,13976],{},[2758,46491,46492,46494,46496,46499,46502],{},[2773,46493,44700],{},[2773,46495,15053],{},[2773,46497,46498],{},"7745",[2773,46500,46501],{},"Ａ＆Ｄホロンホールディングス",[2773,46503,13976],{},[2758,46505,46506,46508,46510,46513,46516],{},[2773,46507,44700],{},[2773,46509,15053],{},[2773,46511,46512],{},"7938",[2773,46514,46515],{},"リーガルコーポレーション",[2773,46517,13976],{},[2758,46519,46520,46522,46524,46527,46530],{},[2773,46521,44700],{},[2773,46523,15053],{},[2773,46525,46526],{},"7979",[2773,46528,46529],{},"松風",[2773,46531,13976],{},[2758,46533,46534,46536,46538,46541,46544],{},[2773,46535,44700],{},[2773,46537,15053],{},[2773,46539,46540],{},"7991",[2773,46542,46543],{},"マミヤ・オーピー",[2773,46545,13976],{},[2758,46547,46548,46550,46552,46555,46558],{},[2773,46549,44700],{},[2773,46551,15053],{},[2773,46553,46554],{},"8056",[2773,46556,46557],{},"ＢＩＰＲＯＧＹ",[2773,46559,13976],{},[2758,46561,46562,46564,46566,46569,46572],{},[2773,46563,44700],{},[2773,46565,15053],{},[2773,46567,46568],{},"8107",[2773,46570,46571],{},"キムラタン",[2773,46573,13976],{},[2758,46575,46576,46578,46580,46583,46586],{},[2773,46577,44700],{},[2773,46579,15053],{},[2773,46581,46582],{},"8150",[2773,46584,46585],{},"三信電気",[2773,46587,13976],{},[2758,46589,46590,46592,46594,46597,46600],{},[2773,46591,44700],{},[2773,46593,15053],{},[2773,46595,46596],{},"8395",[2773,46598,46599],{},"佐賀銀行",[2773,46601,13976],{},[2758,46603,46604,46606,46608,46611,46614],{},[2773,46605,44700],{},[2773,46607,15053],{},[2773,46609,46610],{},"8844",[2773,46612,46613],{},"コスモスイニシア",[2773,46615,13976],{},[2758,46617,46618,46620,46622,46625,46628],{},[2773,46619,44700],{},[2773,46621,15053],{},[2773,46623,46624],{},"9006",[2773,46626,46627],{},"京浜急行電鉄",[2773,46629,13976],{},[2758,46631,46632,46634,46636,46639,46642],{},[2773,46633,44700],{},[2773,46635,15053],{},[2773,46637,46638],{},"9010",[2773,46640,46641],{},"富士急行",[2773,46643,13976],{},[2758,46645,46646,46648,46650,46653,46656],{},[2773,46647,44700],{},[2773,46649,15053],{},[2773,46651,46652],{},"9021",[2773,46654,46655],{},"西日本旅客鉄道",[2773,46657,13976],{},[2758,46659,46660,46662,46664,46667,46670],{},[2773,46661,44700],{},[2773,46663,15053],{},[2773,46665,46666],{},"9090",[2773,46668,46669],{},"ＡＺ−ＣＯＭ丸和ホールディングス",[2773,46671,13976],{},[2758,46673,46674,46676,46678,46681,46684],{},[2773,46675,44700],{},[2773,46677,15053],{},[2773,46679,46680],{},"9405",[2773,46682,46683],{},"朝日放送グループホールディングス",[2773,46685,13976],{},[2758,46687,46688,46690,46692,46695,46698],{},[2773,46689,44700],{},[2773,46691,15053],{},[2773,46693,46694],{},"9543",[2773,46696,46697],{},"静岡ガス",[2773,46699,13965],{},[2758,46701,46702,46704,46706,46709,46712],{},[2773,46703,44700],{},[2773,46705,15053],{},[2773,46707,46708],{},"9619",[2773,46710,46711],{},"イチネンホールディングス",[2773,46713,13976],{},[2758,46715,46716,46718,46720,46723,46726],{},[2773,46717,44700],{},[2773,46719,16678],{},[2773,46721,46722],{},"7177",[2773,46724,46725],{},"ＧＭＯフィナンシャルホールディングス",[2773,46727,13965],{},[2758,46729,46730,46732,46734,46737,46740],{},[2773,46731,44700],{},[2773,46733,16750],{},[2773,46735,46736],{},"6645",[2773,46738,46739],{},"オムロン",[2773,46741,13976],{},[2758,46743,46744,46746,46748,46751,46754],{},[2773,46745,44700],{},[2773,46747,16780],{},[2773,46749,46750],{},"6103",[2773,46752,46753],{},"オークマ",[2773,46755,13976],{},[2758,46757,46758,46760,46762,46765,46768],{},[2773,46759,44700],{},[2773,46761,16893],{},[2773,46763,46764],{},"2432",[2773,46766,46767],{},"ディー・エヌ・エー",[2773,46769,13976],{},[2758,46771,46772,46774,46776,46779,46782],{},[2773,46773,44700],{},[2773,46775,16893],{},[2773,46777,46778],{},"7760",[2773,46780,46781],{},"ＩＭＶ",[2773,46783,14110],{},[2758,46785,46786,46788,46790,46793,46796],{},[2773,46787,44700],{},[2773,46789,37805],{},[2773,46791,46792],{},"7220",[2773,46794,46795],{},"武蔵精密工業",[2773,46797,13976],{},[2758,46799,46800,46802,46804,46807,46810],{},[2773,46801,44700],{},[2773,46803,16922],{},[2773,46805,46806],{},"130A",[2773,46808,46809],{},"Ｖｅｒｉｔａｓ　Ｉｎ　Ｓｉｌｉｃｏ",[2773,46811,13965],{},[2758,46813,46814,46816,46818,46821,46824],{},[2773,46815,44700],{},[2773,46817,16922],{},[2773,46819,46820],{},"1720",[2773,46822,46823],{},"東急建設",[2773,46825,13976],{},[2758,46827,46828,46830,46832,46835,46838],{},[2773,46829,44700],{},[2773,46831,16922],{},[2773,46833,46834],{},"1762",[2773,46836,46837],{},"高松コンストラクショングループ",[2773,46839,13976],{},[2758,46841,46842,46844,46846,46849,46852],{},[2773,46843,44700],{},[2773,46845,16922],{},[2773,46847,46848],{},"1793",[2773,46850,46851],{},"大本組",[2773,46853,13976],{},[2758,46855,46856,46858,46860,46863,46866],{},[2773,46857,44700],{},[2773,46859,16922],{},[2773,46861,46862],{},"1926",[2773,46864,46865],{},"ライト工業",[2773,46867,13976],{},[2758,46869,46870,46872,46874,46877,46880],{},[2773,46871,44700],{},[2773,46873,16922],{},[2773,46875,46876],{},"2136",[2773,46878,46879],{},"ヒップ",[2773,46881,13976],{},[2758,46883,46884,46886,46888,46891,46894],{},[2773,46885,44700],{},[2773,46887,16922],{},[2773,46889,46890],{},"2425",[2773,46892,46893],{},"ケアサービス",[2773,46895,13976],{},[2758,46897,46898,46900,46902,46905,46908],{},[2773,46899,44700],{},[2773,46901,16922],{},[2773,46903,46904],{},"2937",[2773,46906,46907],{},"サンクゼール",[2773,46909,13976],{},[2758,46911,46912,46914,46916,46919,46922],{},[2773,46913,44700],{},[2773,46915,16922],{},[2773,46917,46918],{},"3059",[2773,46920,46921],{},"ヒラキ",[2773,46923,13976],{},[2758,46925,46926,46928,46930,46933,46936],{},[2773,46927,44700],{},[2773,46929,16922],{},[2773,46931,46932],{},"3150",[2773,46934,46935],{},"グリムス",[2773,46937,13976],{},[2758,46939,46940,46942,46944,46947,46950],{},[2773,46941,44700],{},[2773,46943,16922],{},[2773,46945,46946],{},"4548",[2773,46948,46949],{},"生化学工業",[2773,46951,13976],{},[2758,46953,46954,46956,46958,46961,46964],{},[2773,46955,44700],{},[2773,46957,16922],{},[2773,46959,46960],{},"4558",[2773,46962,46963],{},"中京医薬品",[2773,46965,13976],{},[2758,46967,46968,46970,46972,46975,46978],{},[2773,46969,44700],{},[2773,46971,16922],{},[2773,46973,46974],{},"4674",[2773,46976,46977],{},"クレスコ",[2773,46979,13976],{},[2758,46981,46982,46984,46986,46989,46992],{},[2773,46983,44700],{},[2773,46985,16922],{},[2773,46987,46988],{},"4719",[2773,46990,46991],{},"アルファシステムズ",[2773,46993,13976],{},[2758,46995,46996,46998,47000,47003,47006],{},[2773,46997,44700],{},[2773,46999,16922],{},[2773,47001,47002],{},"4918",[2773,47004,47005],{},"アイビー化粧品",[2773,47007,13976],{},[2758,47009,47010,47012,47014,47017,47020],{},[2773,47011,44700],{},[2773,47013,16922],{},[2773,47015,47016],{},"5284",[2773,47018,47019],{},"ヤマウホールディングス",[2773,47021,13976],{},[2758,47023,47024,47026,47028,47031,47034],{},[2773,47025,44700],{},[2773,47027,16922],{},[2773,47029,47030],{},"5901",[2773,47032,47033],{},"東洋製罐グループホールディングス",[2773,47035,13976],{},[2758,47037,47038,47040,47042,47045,47048],{},[2773,47039,44700],{},[2773,47041,16922],{},[2773,47043,47044],{},"6322",[2773,47046,47047],{},"タクミナ",[2773,47049,13976],{},[2758,47051,47052,47054,47056,47059,47062],{},[2773,47053,44700],{},[2773,47055,16922],{},[2773,47057,47058],{},"6998",[2773,47060,47061],{},"日本タングステン",[2773,47063,13976],{},[2758,47065,47066,47068,47070,47073,47076],{},[2773,47067,44700],{},[2773,47069,16922],{},[2773,47071,47072],{},"8113",[2773,47074,47075],{},"ユニ・チャーム",[2773,47077,13965],{},[2758,47079,47080,47082,47084,47087,47090],{},[2773,47081,44700],{},[2773,47083,16922],{},[2773,47085,47086],{},"8151",[2773,47088,47089],{},"東陽テクニカ",[2773,47091,14110],{},[2758,47093,47094,47096,47098,47101,47104],{},[2773,47095,44700],{},[2773,47097,16922],{},[2773,47099,47100],{},"9130",[2773,47102,47103],{},"共栄タンカー",[2773,47105,13976],{},[2758,47107,47108,47110,47112,47115,47118],{},[2773,47109,44700],{},[2773,47111,39501],{},[2773,47113,47114],{},"5384",[2773,47116,47117],{},"フジミインコーポレーテッド",[2773,47119,13976],{},[2758,47121,47122,47124,47126,47129,47132],{},[2773,47123,44700],{},[2773,47125,17469],{},[2773,47127,47128],{},"330A",[2773,47130,47131],{},"ＴａｌｅｎｔＸ",[2773,47133,13976],{},[2758,47135,47136,47138,47140,47143,47146],{},[2773,47137,44700],{},[2773,47139,17469],{},[2773,47141,47142],{},"4671",[2773,47144,47145],{},"ファルコホールディングス",[2773,47147,13976],{},[2758,47149,47150,47152,47154,47157,47160],{},[2773,47151,44700],{},[2773,47153,17469],{},[2773,47155,47156],{},"8159",[2773,47158,47159],{},"立花エレテック",[2773,47161,13976],{},[2758,47163,47164,47166,47168,47171,47174],{},[2773,47165,44700],{},[2773,47167,17469],{},[2773,47169,47170],{},"9713",[2773,47172,47173],{},"ロイヤルホテル",[2773,47175,13976],{},[2758,47177,47178,47180,47182,47185,47188],{},[2773,47179,44700],{},[2773,47181,17540],{},[2773,47183,47184],{},"6877",[2773,47186,47187],{},"ＯＢＡＲＡ　ＧＲＯＵＰ",[2773,47189,14110],{},[11,47191,47192,9315,47196],{},[22,47193,47195],{"href":47194},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0804\u002F","← 8\u002F4(火)分",[22,47197,47198],{"href":40037},"8\u002F6(木)分 →",[15,47200,28567],{"id":28567},[443,47202,47203,47205],{},[446,47204,40045],{},[446,47206,28575,47207,28579],{},[33,47208,28578],{},[15,47210,51],{"id":51},[11,47212,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":47214},[47215,47216,47217],{"id":44674,"depth":57,"text":44675},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年8月5日（水）に決算発表を予定している178社の一覧です。発表時刻・証券コード・会計期を発表順に記載しています。全体像は「今週の注目決算まとめ」もあわせてご覧ください。",{},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0805","2026-08-02T19:03:00+09:00",{"title":44664,"description":47218},"reading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0805",[28599,28600],"gOJUGKFhe0oENWGioJw1reZl9CRpshN5eCaoUT-X2c8",{"id":47227,"title":47228,"author":6,"body":47229,"category":73,"dataDate":6,"date":30458,"description":48550,"extension":65,"image":6,"meta":48551,"navigation":67,"path":48552,"publishedAt":48553,"seo":48554,"stem":48555,"tags":48556,"type":6,"updated":6,"__hash__":48557},"articles\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0804.md","決算発表予定リスト（8\u002F4(火)・90社）",{"type":8,"value":47230,"toc":48545},[47231,47236,47240,48522,48531,48533,48541,48543],[11,47232,47233,47235],{},[22,47234,30477],{"href":30476}," の全リストのうち、8\u002F4(火)分（90社）です。発表日・時刻順に掲載しています。「--」は時刻未定です。",[15,47237,47239],{"id":47238},"_84火の発表予定90社","8\u002F4(火)の発表予定（90社）",[13939,47241,47242],{},[2752,47243,47244,47258],{},[2755,47245,47246],{},[2758,47247,47248,47250,47252,47254,47256],{},[2761,47249,14052],{},[2761,47251,14055],{},[2761,47253,14058],{},[2761,47255,14061],{},[2761,47257,13952],{},[2768,47259,47260,47275,47289,47303,47317,47331,47345,47359,47373,47387,47401,47416,47430,47444,47458,47472,47486,47500,47514,47528,47542,47556,47570,47584,47598,47612,47626,47640,47654,47668,47682,47696,47710,47724,47738,47752,47766,47780,47794,47808,47822,47836,47850,47864,47878,47892,47906,47920,47934,47948,47962,47976,47990,48004,48018,48032,48046,48060,48074,48088,48102,48116,48130,48144,48158,48172,48186,48200,48214,48228,48242,48256,48270,48284,48298,48312,48326,48340,48354,48368,48382,48396,48410,48424,48438,48452,48466,48480,48494,48508],{},[2758,47261,47262,47265,47267,47270,47273],{},[2773,47263,47264],{},"8\u002F4(火)",[2773,47266,14203],{},[2773,47268,47269],{},"3401",[2773,47271,47272],{},"帝人",[2773,47274,13976],{},[2758,47276,47277,47279,47281,47284,47287],{},[2773,47278,47264],{},[2773,47280,14203],{},[2773,47282,47283],{},"8255",[2773,47285,47286],{},"アクシアル　リテイリング",[2773,47288,13976],{},[2758,47290,47291,47293,47295,47298,47301],{},[2773,47292,47264],{},[2773,47294,14288],{},[2773,47296,47297],{},"8031",[2773,47299,47300],{},"三井物産",[2773,47302,13976],{},[2758,47304,47305,47307,47309,47312,47315],{},[2773,47306,47264],{},[2773,47308,14387],{},[2773,47310,47311],{},"8173",[2773,47313,47314],{},"Ｊｏｓｈｉｎ",[2773,47316,13976],{},[2758,47318,47319,47321,47323,47326,47329],{},[2773,47320,47264],{},[2773,47322,14402],{},[2773,47324,47325],{},"4042",[2773,47327,47328],{},"東ソー",[2773,47330,13976],{},[2758,47332,47333,47335,47337,47340,47343],{},[2773,47334,47264],{},[2773,47336,14402],{},[2773,47338,47339],{},"5201",[2773,47341,47342],{},"ＡＧＣ",[2773,47344,13965],{},[2758,47346,47347,47349,47351,47354,47357],{},[2773,47348,47264],{},[2773,47350,14402],{},[2773,47352,47353],{},"6440",[2773,47355,47356],{},"ＪＵＫＩ",[2773,47358,13965],{},[2758,47360,47361,47363,47365,47368,47371],{},[2773,47362,47264],{},[2773,47364,14402],{},[2773,47366,47367],{},"6741",[2773,47369,47370],{},"日本信号",[2773,47372,13976],{},[2758,47374,47375,47377,47379,47382,47385],{},[2773,47376,47264],{},[2773,47378,14402],{},[2773,47380,47381],{},"7272",[2773,47383,47384],{},"ヤマハ発動機",[2773,47386,13965],{},[2758,47388,47389,47391,47393,47396,47399],{},[2773,47390,47264],{},[2773,47392,14402],{},[2773,47394,47395],{},"8085",[2773,47397,47398],{},"ナラサキ産業",[2773,47400,13976],{},[2758,47402,47403,47405,47408,47411,47414],{},[2773,47404,47264],{},[2773,47406,47407],{},"13:15",[2773,47409,47410],{},"2226",[2773,47412,47413],{},"湖池屋",[2773,47415,13976],{},[2758,47417,47418,47420,47422,47425,47428],{},[2773,47419,47264],{},[2773,47421,47407],{},[2773,47423,47424],{},"2897",[2773,47426,47427],{},"日清食品ホールディングス",[2773,47429,13976],{},[2758,47431,47432,47434,47436,47439,47442],{},[2773,47433,47264],{},[2773,47435,14529],{},[2773,47437,47438],{},"4005",[2773,47440,47441],{},"住友化学",[2773,47443,13976],{},[2758,47445,47446,47448,47450,47453,47456],{},[2773,47447,47264],{},[2773,47449,14529],{},[2773,47451,47452],{},"7011",[2773,47454,47455],{},"三菱重工業",[2773,47457,13976],{},[2758,47459,47460,47462,47464,47467,47470],{},[2773,47461,47264],{},[2773,47463,14529],{},[2773,47465,47466],{},"7231",[2773,47468,47469],{},"トピー工業",[2773,47471,13976],{},[2758,47473,47474,47476,47478,47481,47484],{},[2773,47475,47264],{},[2773,47477,14529],{},[2773,47479,47480],{},"7261",[2773,47482,47483],{},"マツダ",[2773,47485,13976],{},[2758,47487,47488,47490,47492,47495,47498],{},[2773,47489,47264],{},[2773,47491,14544],{},[2773,47493,47494],{},"4189",[2773,47496,47497],{},"ＫＨネオケム",[2773,47499,13965],{},[2758,47501,47502,47504,47506,47509,47512],{},[2773,47503,47264],{},[2773,47505,14544],{},[2773,47507,47508],{},"6302",[2773,47510,47511],{},"住友重機械工業",[2773,47513,13965],{},[2758,47515,47516,47518,47520,47523,47526],{},[2773,47517,47264],{},[2773,47519,14544],{},[2773,47521,47522],{},"6326",[2773,47524,47525],{},"クボタ",[2773,47527,13965],{},[2758,47529,47530,47532,47534,47537,47540],{},[2773,47531,47264],{},[2773,47533,14544],{},[2773,47535,47536],{},"6888",[2773,47538,47539],{},"アクモス",[2773,47541,14167],{},[2758,47543,47544,47546,47548,47551,47554],{},[2773,47545,47264],{},[2773,47547,14544],{},[2773,47549,47550],{},"7203",[2773,47552,47553],{},"トヨタ自動車",[2773,47555,13976],{},[2758,47557,47558,47560,47562,47565,47568],{},[2773,47559,47264],{},[2773,47561,14544],{},[2773,47563,47564],{},"7989",[2773,47566,47567],{},"立川ブラインド工業",[2773,47569,13965],{},[2758,47571,47572,47574,47576,47579,47582],{},[2773,47573,47264],{},[2773,47575,14544],{},[2773,47577,47578],{},"8020",[2773,47580,47581],{},"兼松",[2773,47583,13976],{},[2758,47585,47586,47588,47590,47593,47596],{},[2773,47587,47264],{},[2773,47589,14544],{},[2773,47591,47592],{},"8242",[2773,47594,47595],{},"エイチ・ツー・オー　リテイリング",[2773,47597,13976],{},[2758,47599,47600,47602,47604,47607,47610],{},[2773,47601,47264],{},[2773,47603,14544],{},[2773,47605,47606],{},"8542",[2773,47608,47609],{},"トマト銀行",[2773,47611,13976],{},[2758,47613,47614,47616,47618,47621,47624],{},[2773,47615,47264],{},[2773,47617,14544],{},[2773,47619,47620],{},"9119",[2773,47622,47623],{},"飯野海運",[2773,47625,13976],{},[2758,47627,47628,47630,47632,47635,47638],{},[2773,47629,47264],{},[2773,47631,14672],{},[2773,47633,47634],{},"2810",[2773,47636,47637],{},"ハウス食品グループ本社",[2773,47639,13976],{},[2758,47641,47642,47644,47646,47649,47652],{},[2773,47643,47264],{},[2773,47645,14672],{},[2773,47647,47648],{},"5232",[2773,47650,47651],{},"住友大阪セメント",[2773,47653,13976],{},[2758,47655,47656,47658,47660,47663,47666],{},[2773,47657,47264],{},[2773,47659,14672],{},[2773,47661,47662],{},"7337",[2773,47664,47665],{},"ひろぎんホールディングス",[2773,47667,13976],{},[2758,47669,47670,47672,47674,47677,47680],{},[2773,47671,47264],{},[2773,47673,14672],{},[2773,47675,47676],{},"8365",[2773,47678,47679],{},"富山銀行",[2773,47681,13976],{},[2758,47683,47684,47686,47688,47691,47694],{},[2773,47685,47264],{},[2773,47687,14729],{},[2773,47689,47690],{},"5446",[2773,47692,47693],{},"北越メタル",[2773,47695,13976],{},[2758,47697,47698,47700,47702,47705,47708],{},[2773,47699,47264],{},[2773,47701,14729],{},[2773,47703,47704],{},"6395",[2773,47706,47707],{},"タダノ",[2773,47709,13965],{},[2758,47711,47712,47714,47716,47719,47722],{},[2773,47713,47264],{},[2773,47715,14729],{},[2773,47717,47718],{},"7296",[2773,47720,47721],{},"エフ・シー・シー",[2773,47723,13976],{},[2758,47725,47726,47728,47730,47733,47736],{},[2773,47727,47264],{},[2773,47729,14729],{},[2773,47731,47732],{},"7380",[2773,47734,47735],{},"十六フィナンシャルグループ",[2773,47737,13976],{},[2758,47739,47740,47742,47744,47747,47750],{},[2773,47741,47264],{},[2773,47743,14729],{},[2773,47745,47746],{},"7565",[2773,47748,47749],{},"萬世電機",[2773,47751,13976],{},[2758,47753,47754,47756,47758,47761,47764],{},[2773,47755,47264],{},[2773,47757,14729],{},[2773,47759,47760],{},"9324",[2773,47762,47763],{},"安田倉庫",[2773,47765,13976],{},[2758,47767,47768,47770,47772,47775,47778],{},[2773,47769,47264],{},[2773,47771,15053],{},[2773,47773,47774],{},"1333",[2773,47776,47777],{},"Ｕｍｉｏｓ",[2773,47779,13976],{},[2758,47781,47782,47784,47786,47789,47792],{},[2773,47783,47264],{},[2773,47785,15053],{},[2773,47787,47788],{},"166A",[2773,47790,47791],{},"タスキホールディングス",[2773,47793,14110],{},[2758,47795,47796,47798,47800,47803,47806],{},[2773,47797,47264],{},[2773,47799,15053],{},[2773,47801,47802],{},"1799",[2773,47804,47805],{},"第一建設工業",[2773,47807,13976],{},[2758,47809,47810,47812,47814,47817,47820],{},[2773,47811,47264],{},[2773,47813,15053],{},[2773,47815,47816],{},"2331",[2773,47818,47819],{},"ＡＬＳＯＫ",[2773,47821,13976],{},[2758,47823,47824,47826,47828,47831,47834],{},[2773,47825,47264],{},[2773,47827,15053],{},[2773,47829,47830],{},"3064",[2773,47832,47833],{},"ＭｏｎｏｔａＲＯ",[2773,47835,13965],{},[2758,47837,47838,47840,47842,47845,47848],{},[2773,47839,47264],{},[2773,47841,15053],{},[2773,47843,47844],{},"3964",[2773,47846,47847],{},"オークネット",[2773,47849,13965],{},[2758,47851,47852,47854,47856,47859,47862],{},[2773,47853,47264],{},[2773,47855,15053],{},[2773,47857,47858],{},"4206",[2773,47860,47861],{},"アイカ工業",[2773,47863,13976],{},[2758,47865,47866,47868,47870,47873,47876],{},[2773,47867,47264],{},[2773,47869,15053],{},[2773,47871,47872],{},"4475",[2773,47874,47875],{},"ＨＥＮＮＧＥ",[2773,47877,14110],{},[2758,47879,47880,47882,47884,47887,47890],{},[2773,47881,47264],{},[2773,47883,15053],{},[2773,47885,47886],{},"4676",[2773,47888,47889],{},"フジ・メディア・ホールディングス",[2773,47891,13976],{},[2758,47893,47894,47896,47898,47901,47904],{},[2773,47895,47264],{},[2773,47897,15053],{},[2773,47899,47900],{},"4886",[2773,47902,47903],{},"あすか製薬ホールディングス",[2773,47905,13976],{},[2758,47907,47908,47910,47912,47915,47918],{},[2773,47909,47264],{},[2773,47911,15053],{},[2773,47913,47914],{},"4980",[2773,47916,47917],{},"デクセリアルズ",[2773,47919,13976],{},[2758,47921,47922,47924,47926,47929,47932],{},[2773,47923,47264],{},[2773,47925,15053],{},[2773,47927,47928],{},"5393",[2773,47930,47931],{},"ニチアス",[2773,47933,13976],{},[2758,47935,47936,47938,47940,47943,47946],{},[2773,47937,47264],{},[2773,47939,15053],{},[2773,47941,47942],{},"5401",[2773,47944,47945],{},"日本製鉄",[2773,47947,13976],{},[2758,47949,47950,47952,47954,47957,47960],{},[2773,47951,47264],{},[2773,47953,15053],{},[2773,47955,47956],{},"5857",[2773,47958,47959],{},"ＡＲＥホールディングス",[2773,47961,13976],{},[2758,47963,47964,47966,47968,47971,47974],{},[2773,47965,47264],{},[2773,47967,15053],{},[2773,47969,47970],{},"6141",[2773,47972,47973],{},"ＤＭＧ森精機",[2773,47975,13965],{},[2758,47977,47978,47980,47982,47985,47988],{},[2773,47979,47264],{},[2773,47981,15053],{},[2773,47983,47984],{},"6367",[2773,47986,47987],{},"ダイキン工業",[2773,47989,13976],{},[2758,47991,47992,47994,47996,47999,48002],{},[2773,47993,47264],{},[2773,47995,15053],{},[2773,47997,47998],{},"6718",[2773,48000,48001],{},"アイホン",[2773,48003,13976],{},[2758,48005,48006,48008,48010,48013,48016],{},[2773,48007,47264],{},[2773,48009,15053],{},[2773,48011,48012],{},"6809",[2773,48014,48015],{},"ＴＯＡ",[2773,48017,13976],{},[2758,48019,48020,48022,48024,48027,48030],{},[2773,48021,47264],{},[2773,48023,15053],{},[2773,48025,48026],{},"6841",[2773,48028,48029],{},"横河電機",[2773,48031,13976],{},[2758,48033,48034,48036,48038,48041,48044],{},[2773,48035,47264],{},[2773,48037,15053],{},[2773,48039,48040],{},"7521",[2773,48042,48043],{},"ムサシ",[2773,48045,13976],{},[2758,48047,48048,48050,48052,48055,48058],{},[2773,48049,47264],{},[2773,48051,15053],{},[2773,48053,48054],{},"7729",[2773,48056,48057],{},"東京精密",[2773,48059,13976],{},[2758,48061,48062,48064,48066,48069,48072],{},[2773,48063,47264],{},[2773,48065,15053],{},[2773,48067,48068],{},"7806",[2773,48070,48071],{},"ＭＴＧ",[2773,48073,14110],{},[2758,48075,48076,48078,48080,48083,48086],{},[2773,48077,47264],{},[2773,48079,15053],{},[2773,48081,48082],{},"7859",[2773,48084,48085],{},"アルメディオ",[2773,48087,13976],{},[2758,48089,48090,48092,48094,48097,48100],{},[2773,48091,47264],{},[2773,48093,15053],{},[2773,48095,48096],{},"7867",[2773,48098,48099],{},"タカラトミー",[2773,48101,13976],{},[2758,48103,48104,48106,48108,48111,48114],{},[2773,48105,47264],{},[2773,48107,15053],{},[2773,48109,48110],{},"7951",[2773,48112,48113],{},"ヤマハ",[2773,48115,13976],{},[2758,48117,48118,48120,48122,48125,48128],{},[2773,48119,47264],{},[2773,48121,15053],{},[2773,48123,48124],{},"8012",[2773,48126,48127],{},"長瀬産業",[2773,48129,13976],{},[2758,48131,48132,48134,48136,48139,48142],{},[2773,48133,47264],{},[2773,48135,15053],{},[2773,48137,48138],{},"8252",[2773,48140,48141],{},"丸井グループ",[2773,48143,13976],{},[2758,48145,48146,48148,48150,48153,48156],{},[2773,48147,47264],{},[2773,48149,15053],{},[2773,48151,48152],{},"8331",[2773,48154,48155],{},"千葉銀行",[2773,48157,13976],{},[2758,48159,48160,48162,48164,48167,48170],{},[2773,48161,47264],{},[2773,48163,15053],{},[2773,48165,48166],{},"8558",[2773,48168,48169],{},"東和銀行",[2773,48171,13976],{},[2758,48173,48174,48176,48178,48181,48184],{},[2773,48175,47264],{},[2773,48177,15053],{},[2773,48179,48180],{},"8841",[2773,48182,48183],{},"テーオーシー",[2773,48185,13976],{},[2758,48187,48188,48190,48192,48195,48198],{},[2773,48189,47264],{},[2773,48191,15053],{},[2773,48193,48194],{},"9001",[2773,48196,48197],{},"東武鉄道",[2773,48199,13976],{},[2758,48201,48202,48204,48206,48209,48212],{},[2773,48203,47264],{},[2773,48205,15053],{},[2773,48207,48208],{},"9107",[2773,48210,48211],{},"川崎汽船",[2773,48213,13976],{},[2758,48215,48216,48218,48220,48223,48226],{},[2773,48217,47264],{},[2773,48219,15053],{},[2773,48221,48222],{},"9142",[2773,48224,48225],{},"九州旅客鉄道",[2773,48227,13976],{},[2758,48229,48230,48232,48234,48237,48240],{},[2773,48231,47264],{},[2773,48233,15053],{},[2773,48235,48236],{},"9302",[2773,48238,48239],{},"三井倉庫ホールディングス",[2773,48241,13976],{},[2758,48243,48244,48246,48248,48251,48254],{},[2773,48245,47264],{},[2773,48247,15053],{},[2773,48249,48250],{},"9434",[2773,48252,48253],{},"ソフトバンク",[2773,48255,13976],{},[2758,48257,48258,48260,48262,48265,48268],{},[2773,48259,47264],{},[2773,48261,15053],{},[2773,48263,48264],{},"9849",[2773,48266,48267],{},"共同紙販ホールディングス",[2773,48269,13976],{},[2758,48271,48272,48274,48276,48279,48282],{},[2773,48273,47264],{},[2773,48275,15053],{},[2773,48277,48278],{},"9878",[2773,48280,48281],{},"セキド",[2773,48283,13976],{},[2758,48285,48286,48288,48290,48293,48296],{},[2773,48287,47264],{},[2773,48289,15053],{},[2773,48291,48292],{},"9990",[2773,48294,48295],{},"サックスバー　ホールディングス",[2773,48297,13976],{},[2758,48299,48300,48302,48304,48307,48310],{},[2773,48301,47264],{},[2773,48303,16750],{},[2773,48305,48306],{},"6644",[2773,48308,48309],{},"大崎電気工業",[2773,48311,13976],{},[2758,48313,48314,48316,48318,48321,48324],{},[2773,48315,47264],{},[2773,48317,16780],{},[2773,48319,48320],{},"4062",[2773,48322,48323],{},"イビデン",[2773,48325,13976],{},[2758,48327,48328,48330,48332,48335,48338],{},[2773,48329,47264],{},[2773,48331,16780],{},[2773,48333,48334],{},"4732",[2773,48336,48337],{},"ユー・エス・エス",[2773,48339,13976],{},[2758,48341,48342,48344,48346,48349,48352],{},[2773,48343,47264],{},[2773,48345,16780],{},[2773,48347,48348],{},"6622",[2773,48350,48351],{},"ダイヘン",[2773,48353,13976],{},[2758,48355,48356,48358,48360,48363,48366],{},[2773,48357,47264],{},[2773,48359,16922],{},[2773,48361,48362],{},"1898",[2773,48364,48365],{},"世紀東急工業",[2773,48367,13976],{},[2758,48369,48370,48372,48374,48377,48380],{},[2773,48371,47264],{},[2773,48373,16922],{},[2773,48375,48376],{},"1975",[2773,48378,48379],{},"朝日工業社",[2773,48381,13976],{},[2758,48383,48384,48386,48388,48391,48394],{},[2773,48385,47264],{},[2773,48387,16922],{},[2773,48389,48390],{},"5697",[2773,48392,48393],{},"サンユウ",[2773,48395,13976],{},[2758,48397,48398,48400,48402,48405,48408],{},[2773,48399,47264],{},[2773,48401,16922],{},[2773,48403,48404],{},"5930",[2773,48406,48407],{},"文化シヤッター",[2773,48409,13976],{},[2758,48411,48412,48414,48416,48419,48422],{},[2773,48413,47264],{},[2773,48415,16922],{},[2773,48417,48418],{},"5940",[2773,48420,48421],{},"不二サッシ",[2773,48423,13976],{},[2758,48425,48426,48428,48430,48433,48436],{},[2773,48427,47264],{},[2773,48429,16922],{},[2773,48431,48432],{},"6088",[2773,48434,48435],{},"シグマクシス・ホールディングス",[2773,48437,13976],{},[2758,48439,48440,48442,48444,48447,48450],{},[2773,48441,47264],{},[2773,48443,16922],{},[2773,48445,48446],{},"6472",[2773,48448,48449],{},"ＮＴＮ",[2773,48451,13976],{},[2758,48453,48454,48456,48458,48461,48464],{},[2773,48455,47264],{},[2773,48457,16922],{},[2773,48459,48460],{},"6806",[2773,48462,48463],{},"ヒロセ電機",[2773,48465,13976],{},[2758,48467,48468,48470,48472,48475,48478],{},[2773,48469,47264],{},[2773,48471,16922],{},[2773,48473,48474],{},"6927",[2773,48476,48477],{},"ヘリオス　テクノ　ホールディング",[2773,48479,13976],{},[2758,48481,48482,48484,48486,48489,48492],{},[2773,48483,47264],{},[2773,48485,16922],{},[2773,48487,48488],{},"9376",[2773,48490,48491],{},"ユーラシア旅行社",[2773,48493,14110],{},[2758,48495,48496,48498,48500,48503,48506],{},[2773,48497,47264],{},[2773,48499,17469],{},[2773,48501,48502],{},"6925",[2773,48504,48505],{},"ウシオ電機",[2773,48507,13976],{},[2758,48509,48510,48512,48514,48517,48520],{},[2773,48511,47264],{},[2773,48513,28521],{},[2773,48515,48516],{},"4310",[2773,48518,48519],{},"ドリームインキュベータ",[2773,48521,13976],{},[11,48523,48524,9315,48528],{},[22,48525,48527],{"href":48526},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0803\u002F","← 8\u002F3(月)分",[22,48529,48530],{"href":44629},"8\u002F5(水)分 →",[15,48532,28567],{"id":28567},[443,48534,48535,48537],{},[446,48536,40045],{},[446,48538,28575,48539,28579],{},[33,48540,28578],{},[15,48542,51],{"id":51},[11,48544,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":48546},[48547,48548,48549],{"id":47238,"depth":57,"text":47239},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年8月4日（火）に決算発表を予定している90社の一覧です。発表時刻・証券コード・会計期を発表順に記載しています。全体像は「今週の注目決算まとめ」もあわせてご覧ください。",{},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0804","2026-08-02T19:02:00+09:00",{"title":47228,"description":48550},"reading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0804",[28599,28600],"n-FCzKsQ6rcwQSoUB6isN7VrOsgWHJXj3H5WwZQojDA",{"id":48559,"title":48560,"author":6,"body":48561,"category":73,"dataDate":6,"date":30458,"description":49793,"extension":65,"image":6,"meta":49794,"navigation":67,"path":49795,"publishedAt":49796,"seo":49797,"stem":49798,"tags":49799,"type":6,"updated":6,"__hash__":49800},"articles\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0803.md","決算発表予定リスト（8\u002F3(月)・84社）",{"type":8,"value":48562,"toc":49788},[48563,48568,48572,49769,49774,49776,49784,49786],[11,48564,48565,48567],{},[22,48566,30477],{"href":30476}," の全リストのうち、8\u002F3(月)分（84社）です。発表日・時刻順に掲載しています。「--」は時刻未定です。",[15,48569,48571],{"id":48570},"_83月の発表予定84社","8\u002F3(月)の発表予定（84社）",[13939,48573,48574],{},[2752,48575,48576,48590],{},[2755,48577,48578],{},[2758,48579,48580,48582,48584,48586,48588],{},[2761,48581,14052],{},[2761,48583,14055],{},[2761,48585,14058],{},[2761,48587,14061],{},[2761,48589,13952],{},[2768,48591,48592,48607,48621,48635,48649,48663,48677,48691,48705,48719,48733,48747,48761,48775,48789,48803,48817,48831,48845,48859,48873,48887,48901,48915,48929,48943,48957,48971,48985,48999,49013,49027,49041,49055,49069,49083,49097,49111,49125,49139,49153,49167,49181,49195,49209,49223,49237,49251,49265,49279,49293,49307,49321,49335,49349,49363,49377,49391,49405,49419,49433,49447,49461,49475,49489,49503,49517,49531,49545,49559,49573,49587,49601,49615,49629,49643,49657,49671,49685,49699,49713,49727,49741,49755],{},[2758,48593,48594,48597,48599,48602,48605],{},[2773,48595,48596],{},"8\u002F3(月)",[2773,48598,17725],{},[2773,48600,48601],{},"8002",[2773,48603,48604],{},"丸紅",[2773,48606,13976],{},[2758,48608,48609,48611,48613,48616,48619],{},[2773,48610,48596],{},[2773,48612,14203],{},[2773,48614,48615],{},"4203",[2773,48617,48618],{},"住友ベークライト",[2773,48620,13976],{},[2758,48622,48623,48625,48627,48630,48633],{},[2773,48624,48596],{},[2773,48626,14203],{},[2773,48628,48629],{},"8601",[2773,48631,48632],{},"大和証券グループ本社",[2773,48634,13976],{},[2758,48636,48637,48639,48641,48644,48647],{},[2773,48638,48596],{},[2773,48640,14288],{},[2773,48642,48643],{},"2296",[2773,48645,48646],{},"伊藤ハム米久ホールディングス",[2773,48648,13976],{},[2758,48650,48651,48653,48655,48658,48661],{},[2773,48652,48596],{},[2773,48654,14288],{},[2773,48656,48657],{},"6366",[2773,48659,48660],{},"千代田化工建設",[2773,48662,13976],{},[2758,48664,48665,48667,48669,48672,48675],{},[2773,48666,48596],{},[2773,48668,14288],{},[2773,48670,48671],{},"7366",[2773,48673,48674],{},"ＬＩＴＡＬＩＣＯ",[2773,48676,13976],{},[2758,48678,48679,48681,48683,48686,48689],{},[2773,48680,48596],{},[2773,48682,14288],{},[2773,48684,48685],{},"7883",[2773,48687,48688],{},"サンメッセ",[2773,48690,13976],{},[2758,48692,48693,48695,48697,48700,48703],{},[2773,48694,48596],{},[2773,48696,14288],{},[2773,48698,48699],{},"9201",[2773,48701,48702],{},"日本航空",[2773,48704,13976],{},[2758,48706,48707,48709,48711,48714,48717],{},[2773,48708,48596],{},[2773,48710,14387],{},[2773,48712,48713],{},"4523",[2773,48715,48716],{},"エーザイ",[2773,48718,13976],{},[2758,48720,48721,48723,48725,48728,48731],{},[2773,48722,48596],{},[2773,48724,14387],{},[2773,48726,48727],{},"8334",[2773,48729,48730],{},"群馬銀行",[2773,48732,13976],{},[2758,48734,48735,48737,48739,48742,48745],{},[2773,48736,48596],{},[2773,48738,14402],{},[2773,48740,48741],{},"8001",[2773,48743,48744],{},"伊藤忠商事",[2773,48746,13976],{},[2758,48748,48749,48751,48753,48756,48759],{},[2773,48750,48596],{},[2773,48752,14402],{},[2773,48754,48755],{},"8362",[2773,48757,48758],{},"福井銀行",[2773,48760,13976],{},[2758,48762,48763,48765,48767,48770,48773],{},[2773,48764,48596],{},[2773,48766,14402],{},[2773,48768,48769],{},"8541",[2773,48771,48772],{},"愛媛銀行",[2773,48774,13976],{},[2758,48776,48777,48779,48781,48784,48787],{},[2773,48778,48596],{},[2773,48780,14544],{},[2773,48782,48783],{},"1882",[2773,48785,48786],{},"東亜道路工業",[2773,48788,13976],{},[2758,48790,48791,48793,48795,48798,48801],{},[2773,48792,48596],{},[2773,48794,14544],{},[2773,48796,48797],{},"3202",[2773,48799,48800],{},"ダイトウボウ",[2773,48802,13976],{},[2758,48804,48805,48807,48809,48812,48815],{},[2773,48806,48596],{},[2773,48808,14544],{},[2773,48810,48811],{},"4534",[2773,48813,48814],{},"持田製薬",[2773,48816,13976],{},[2758,48818,48819,48821,48823,48826,48829],{},[2773,48820,48596],{},[2773,48822,14544],{},[2773,48824,48825],{},"5703",[2773,48827,48828],{},"日本軽金属ホールディングス",[2773,48830,13976],{},[2758,48832,48833,48835,48837,48840,48843],{},[2773,48834,48596],{},[2773,48836,14544],{},[2773,48838,48839],{},"7202",[2773,48841,48842],{},"いすゞ自動車",[2773,48844,13976],{},[2758,48846,48847,48849,48851,48854,48857],{},[2773,48848,48596],{},[2773,48850,14544],{},[2773,48852,48853],{},"8058",[2773,48855,48856],{},"三菱商事",[2773,48858,13976],{},[2758,48860,48861,48863,48865,48868,48871],{},[2773,48862,48596],{},[2773,48864,14657],{},[2773,48866,48867],{},"8158",[2773,48869,48870],{},"ソーダニッカ",[2773,48872,13976],{},[2758,48874,48875,48877,48879,48882,48885],{},[2773,48876,48596],{},[2773,48878,14672],{},[2773,48880,48881],{},"7003",[2773,48883,48884],{},"三井Ｅ＆Ｓ",[2773,48886,13976],{},[2758,48888,48889,48891,48893,48896,48899],{},[2773,48890,48596],{},[2773,48892,14672],{},[2773,48894,48895],{},"8081",[2773,48897,48898],{},"カナデン",[2773,48900,13976],{},[2758,48902,48903,48905,48907,48910,48913],{},[2773,48904,48596],{},[2773,48906,14729],{},[2773,48908,48909],{},"1967",[2773,48911,48912],{},"ヤマト",[2773,48914,13976],{},[2758,48916,48917,48919,48921,48924,48927],{},[2773,48918,48596],{},[2773,48920,14729],{},[2773,48922,48923],{},"2816",[2773,48925,48926],{},"ダイショー",[2773,48928,13976],{},[2758,48930,48931,48933,48935,48938,48941],{},[2773,48932,48596],{},[2773,48934,14729],{},[2773,48936,48937],{},"2907",[2773,48939,48940],{},"あじかん",[2773,48942,13976],{},[2758,48944,48945,48947,48949,48952,48955],{},[2773,48946,48596],{},[2773,48948,14729],{},[2773,48950,48951],{},"3191",[2773,48953,48954],{},"ジョイフル本田",[2773,48956,14167],{},[2758,48958,48959,48961,48963,48966,48969],{},[2773,48960,48596],{},[2773,48962,14729],{},[2773,48964,48965],{},"3569",[2773,48967,48968],{},"セーレン",[2773,48970,13976],{},[2758,48972,48973,48975,48977,48980,48983],{},[2773,48974,48596],{},[2773,48976,14729],{},[2773,48978,48979],{},"4642",[2773,48981,48982],{},"オリジナル設計",[2773,48984,13965],{},[2758,48986,48987,48989,48991,48994,48997],{},[2773,48988,48596],{},[2773,48990,14729],{},[2773,48992,48993],{},"6467",[2773,48995,48996],{},"ニチダイ",[2773,48998,13976],{},[2758,49000,49001,49003,49005,49008,49011],{},[2773,49002,48596],{},[2773,49004,14729],{},[2773,49006,49007],{},"8370",[2773,49009,49010],{},"紀陽銀行",[2773,49012,13976],{},[2758,49014,49015,49017,49019,49022,49025],{},[2773,49016,48596],{},[2773,49018,24613],{},[2773,49020,49021],{},"7184",[2773,49023,49024],{},"富山第一銀行",[2773,49026,13976],{},[2758,49028,49029,49031,49033,49036,49039],{},[2773,49030,48596],{},[2773,49032,15053],{},[2773,49034,49035],{},"2148",[2773,49037,49038],{},"アイティメディア",[2773,49040,13976],{},[2758,49042,49043,49045,49047,49050,49053],{},[2773,49044,48596],{},[2773,49046,15053],{},[2773,49048,49049],{},"2222",[2773,49051,49052],{},"寿スピリッツ",[2773,49054,13976],{},[2758,49056,49057,49059,49061,49064,49067],{},[2773,49058,48596],{},[2773,49060,15053],{},[2773,49062,49063],{},"2281",[2773,49065,49066],{},"プリマハム",[2773,49068,13976],{},[2758,49070,49071,49073,49075,49078,49081],{},[2773,49072,48596],{},[2773,49074,15053],{},[2773,49076,49077],{},"2612",[2773,49079,49080],{},"かどや製油",[2773,49082,13976],{},[2758,49084,49085,49087,49089,49092,49095],{},[2773,49086,48596],{},[2773,49088,15053],{},[2773,49090,49091],{},"2924",[2773,49093,49094],{},"イフジ産業",[2773,49096,13976],{},[2758,49098,49099,49101,49103,49106,49109],{},[2773,49100,48596],{},[2773,49102,15053],{},[2773,49104,49105],{},"3157",[2773,49107,49108],{},"ジオリーブグループ",[2773,49110,13976],{},[2758,49112,49113,49115,49117,49120,49123],{},[2773,49114,48596],{},[2773,49116,15053],{},[2773,49118,49119],{},"3371",[2773,49121,49122],{},"ソフトクリエイトホールディングス",[2773,49124,13976],{},[2758,49126,49127,49129,49131,49134,49137],{},[2773,49128,48596],{},[2773,49130,15053],{},[2773,49132,49133],{},"3908",[2773,49135,49136],{},"コラボス",[2773,49138,13976],{},[2758,49140,49141,49143,49145,49148,49151],{},[2773,49142,48596],{},[2773,49144,15053],{},[2773,49146,49147],{},"4151",[2773,49149,49150],{},"協和キリン",[2773,49152,13965],{},[2758,49154,49155,49157,49159,49162,49165],{},[2773,49156,48596],{},[2773,49158,15053],{},[2773,49160,49161],{},"4507",[2773,49163,49164],{},"塩野義製薬",[2773,49166,13976],{},[2758,49168,49169,49171,49173,49176,49179],{},[2773,49170,48596],{},[2773,49172,15053],{},[2773,49174,49175],{},"4689",[2773,49177,49178],{},"ＬＩＮＥヤフー",[2773,49180,13976],{},[2758,49182,49183,49185,49187,49190,49193],{},[2773,49184,48596],{},[2773,49186,15053],{},[2773,49188,49189],{},"4736",[2773,49191,49192],{},"日本ラッド",[2773,49194,13976],{},[2758,49196,49197,49199,49201,49204,49207],{},[2773,49198,48596],{},[2773,49200,15053],{},[2773,49202,49203],{},"4746",[2773,49205,49206],{},"東計電算",[2773,49208,13965],{},[2758,49210,49211,49213,49215,49218,49221],{},[2773,49212,48596],{},[2773,49214,15053],{},[2773,49216,49217],{},"4768",[2773,49219,49220],{},"大塚商会",[2773,49222,13965],{},[2758,49224,49225,49227,49229,49232,49235],{},[2773,49226,48596],{},[2773,49228,15053],{},[2773,49230,49231],{},"4928",[2773,49233,49234],{},"ノエビアホールディングス",[2773,49236,14110],{},[2758,49238,49239,49241,49243,49246,49249],{},[2773,49240,48596],{},[2773,49242,15053],{},[2773,49244,49245],{},"5367",[2773,49247,49248],{},"ニッカトー",[2773,49250,13976],{},[2758,49252,49253,49255,49257,49260,49263],{},[2773,49254,48596],{},[2773,49256,15053],{},[2773,49258,49259],{},"5631",[2773,49261,49262],{},"日本製鋼所",[2773,49264,13976],{},[2758,49266,49267,49269,49271,49274,49277],{},[2773,49268,48596],{},[2773,49270,15053],{},[2773,49272,49273],{},"6018",[2773,49275,49276],{},"阪神内燃機工業",[2773,49278,13976],{},[2758,49280,49281,49283,49285,49288,49291],{},[2773,49282,48596],{},[2773,49284,15053],{},[2773,49286,49287],{},"6050",[2773,49289,49290],{},"イー・ガーディアン",[2773,49292,14110],{},[2758,49294,49295,49297,49299,49302,49305],{},[2773,49296,48596],{},[2773,49298,15053],{},[2773,49300,49301],{},"6134",[2773,49303,49304],{},"ＦＵＪＩ",[2773,49306,13976],{},[2758,49308,49309,49311,49313,49316,49319],{},[2773,49310,48596],{},[2773,49312,15053],{},[2773,49314,49315],{},"6368",[2773,49317,49318],{},"オルガノ",[2773,49320,13976],{},[2758,49322,49323,49325,49327,49330,49333],{},[2773,49324,48596],{},[2773,49326,15053],{},[2773,49328,49329],{},"7173",[2773,49331,49332],{},"東京きらぼしフィナンシャルグループ",[2773,49334,13976],{},[2758,49336,49337,49339,49341,49344,49347],{},[2773,49338,48596],{},[2773,49340,15053],{},[2773,49342,49343],{},"7189",[2773,49345,49346],{},"西日本フィナンシャルホールディングス",[2773,49348,13976],{},[2758,49350,49351,49353,49355,49358,49361],{},[2773,49352,48596],{},[2773,49354,15053],{},[2773,49356,49357],{},"7480",[2773,49359,49360],{},"スズデン",[2773,49362,13976],{},[2758,49364,49365,49367,49369,49372,49375],{},[2773,49366,48596],{},[2773,49368,15053],{},[2773,49370,49371],{},"7564",[2773,49373,49374],{},"ワークマン",[2773,49376,13976],{},[2758,49378,49379,49381,49383,49386,49389],{},[2773,49380,48596],{},[2773,49382,15053],{},[2773,49384,49385],{},"7752",[2773,49387,49388],{},"リコー",[2773,49390,13976],{},[2758,49392,49393,49395,49397,49400,49403],{},[2773,49394,48596],{},[2773,49396,15053],{},[2773,49398,49399],{},"8283",[2773,49401,49402],{},"ＰＡＬＴＡＣ",[2773,49404,13976],{},[2758,49406,49407,49409,49411,49414,49417],{},[2773,49408,48596],{},[2773,49410,15053],{},[2773,49412,49413],{},"8344",[2773,49415,49416],{},"山形銀行",[2773,49418,13976],{},[2758,49420,49421,49423,49425,49428,49431],{},[2773,49422,48596],{},[2773,49424,15053],{},[2773,49426,49427],{},"8360",[2773,49429,49430],{},"山梨中央銀行",[2773,49432,13976],{},[2758,49434,49435,49437,49439,49442,49445],{},[2773,49436,48596],{},[2773,49438,15053],{},[2773,49440,49441],{},"8364",[2773,49443,49444],{},"清水銀行",[2773,49446,13976],{},[2758,49448,49449,49451,49453,49456,49459],{},[2773,49450,48596],{},[2773,49452,15053],{},[2773,49454,49455],{},"8439",[2773,49457,49458],{},"東京センチュリー",[2773,49460,13976],{},[2758,49462,49463,49465,49467,49470,49473],{},[2773,49464,48596],{},[2773,49466,15053],{},[2773,49468,49469],{},"9064",[2773,49471,49472],{},"ヤマトホールディングス",[2773,49474,13976],{},[2758,49476,49477,49479,49481,49484,49487],{},[2773,49478,48596],{},[2773,49480,15053],{},[2773,49482,49483],{},"9699",[2773,49485,49486],{},"ニシオホールディングス",[2773,49488,14110],{},[2758,49490,49491,49493,49495,49498,49501],{},[2773,49492,48596],{},[2773,49494,15053],{},[2773,49496,49497],{},"9739",[2773,49499,49500],{},"ＮＳＷ",[2773,49502,13976],{},[2758,49504,49505,49507,49509,49512,49515],{},[2773,49506,48596],{},[2773,49508,16750],{},[2773,49510,49511],{},"7211",[2773,49513,49514],{},"三菱自動車工業",[2773,49516,13976],{},[2758,49518,49519,49521,49523,49526,49529],{},[2773,49520,48596],{},[2773,49522,16780],{},[2773,49524,49525],{},"2282",[2773,49527,49528],{},"日本ハム",[2773,49530,13976],{},[2758,49532,49533,49535,49537,49540,49543],{},[2773,49534,48596],{},[2773,49536,16780],{},[2773,49538,49539],{},"2440",[2773,49541,49542],{},"ぐるなび",[2773,49544,13976],{},[2758,49546,49547,49549,49551,49554,49557],{},[2773,49548,48596],{},[2773,49550,16893],{},[2773,49552,49553],{},"6632",[2773,49555,49556],{},"ＪＶＣケンウッド",[2773,49558,13976],{},[2758,49560,49561,49563,49565,49568,49571],{},[2773,49562,48596],{},[2773,49564,16922],{},[2773,49566,49567],{},"1787",[2773,49569,49570],{},"ナカボーテック",[2773,49572,13976],{},[2758,49574,49575,49577,49579,49582,49585],{},[2773,49576,48596],{},[2773,49578,16922],{},[2773,49580,49581],{},"3914",[2773,49583,49584],{},"ＪＩＧ−ＳＡＷ",[2773,49586,13965],{},[2758,49588,49589,49591,49593,49596,49599],{},[2773,49590,48596],{},[2773,49592,16922],{},[2773,49594,49595],{},"4272",[2773,49597,49598],{},"日本化薬",[2773,49600,13976],{},[2758,49602,49603,49605,49607,49610,49613],{},[2773,49604,48596],{},[2773,49606,16922],{},[2773,49608,49609],{},"4958",[2773,49611,49612],{},"長谷川香料",[2773,49614,14110],{},[2758,49616,49617,49619,49621,49624,49627],{},[2773,49618,48596],{},[2773,49620,16922],{},[2773,49622,49623],{},"6493",[2773,49625,49626],{},"ＮＩＴＴＡＮ",[2773,49628,13976],{},[2758,49630,49631,49633,49635,49638,49641],{},[2773,49632,48596],{},[2773,49634,16922],{},[2773,49636,49637],{},"7222",[2773,49639,49640],{},"日産車体",[2773,49642,13976],{},[2758,49644,49645,49647,49649,49652,49655],{},[2773,49646,48596],{},[2773,49648,16922],{},[2773,49650,49651],{},"7460",[2773,49653,49654],{},"ヤギ",[2773,49656,13976],{},[2758,49658,49659,49661,49663,49666,49669],{},[2773,49660,48596],{},[2773,49662,16922],{},[2773,49664,49665],{},"7609",[2773,49667,49668],{},"ダイトロン",[2773,49670,13965],{},[2758,49672,49673,49675,49677,49680,49683],{},[2773,49674,48596],{},[2773,49676,16922],{},[2773,49678,49679],{},"8306",[2773,49681,49682],{},"三菱ＵＦＪフィナンシャル・グループ",[2773,49684,13976],{},[2758,49686,49687,49689,49691,49694,49697],{},[2773,49688,48596],{},[2773,49690,16922],{},[2773,49692,49693],{},"8920",[2773,49695,49696],{},"東祥",[2773,49698,13976],{},[2758,49700,49701,49703,49705,49708,49711],{},[2773,49702,48596],{},[2773,49704,16922],{},[2773,49706,49707],{},"9768",[2773,49709,49710],{},"いであ",[2773,49712,13965],{},[2758,49714,49715,49717,49719,49722,49725],{},[2773,49716,48596],{},[2773,49718,16922],{},[2773,49720,49721],{},"9845",[2773,49723,49724],{},"パーカーコーポレーション",[2773,49726,13976],{},[2758,49728,49729,49731,49733,49736,49739],{},[2773,49730,48596],{},[2773,49732,17469],{},[2773,49734,49735],{},"2003",[2773,49737,49738],{},"日東富士製粉",[2773,49740,13976],{},[2758,49742,49743,49745,49747,49750,49753],{},[2773,49744,48596],{},[2773,49746,39782],{},[2773,49748,49749],{},"7201",[2773,49751,49752],{},"日産自動車",[2773,49754,13976],{},[2758,49756,49757,49759,49761,49764,49767],{},[2773,49758,48596],{},[2773,49760,28521],{},[2773,49762,49763],{},"7236",[2773,49765,49766],{},"ティラド",[2773,49768,13976],{},[11,49770,49771],{},[22,49772,49773],{"href":47194},"8\u002F4(火)分 →",[15,49775,28567],{"id":28567},[443,49777,49778,49780],{},[446,49779,40045],{},[446,49781,28575,49782,28579],{},[33,49783,28578],{},[15,49785,51],{"id":51},[11,49787,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":49789},[49790,49791,49792],{"id":48570,"depth":57,"text":48571},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年8月3日（月）に決算発表を予定している84社の一覧です。発表時刻・証券コード・会計期を発表順に記載しています。全体像は「今週の注目決算まとめ」もあわせてご覧ください。",{},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0803","2026-08-02T19:01:00+09:00",{"title":48560,"description":49793},"reading\u002Farticles\u002F2026-08-02-weekly-earnings-list-0803",[28599,28600],"El2DWshO-mI_5jikPxTa5bICeGFg3fhSLwKL1lmkBxU",{"id":49802,"title":30477,"author":6,"body":49803,"category":73,"dataDate":6,"date":30458,"description":50035,"extension":65,"image":6,"meta":50036,"navigation":67,"path":50037,"publishedAt":50038,"seo":50039,"stem":50040,"tags":50041,"type":6,"updated":6,"__hash__":50042},"articles\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings.md",{"type":8,"value":49804,"toc":50028},[49805,49816,49820,49822,49917,49921,49925,49928,50002,50004,50014,50016,50024,50026],[11,49806,49807,49808,49811,49812,49815],{},"来週（2026年8月3日〜8月9日）は、",[33,49809,49810],{},"1,355社","が決算発表を予定しています。うち",[33,49813,49814],{},"680社が8\u002F7(金)に集中","しており、4〜6月期（第1四半期）決算のピークにあたる週です。三菱ＵＦＪフィナンシャル・グループ・トヨタ自動車・任天堂・ソフトバンクグループなど知名度の高い企業も名を連ねます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,49817,49819],{"id":49818},"今週の注目決算83週予定","今週の注目決算（8\u002F3週・予定）",[11,49821,13937],{},[13939,49823,49824],{},[2752,49825,49826,49836],{},[2755,49827,49828],{},[2758,49829,49830,49832,49834],{},[2761,49831,13949],{},[2761,49833,13952],{},[2761,49835,13955],{},[2768,49837,49838,49848,49858,49868,49878,49887,49897,49907],{},[2758,49839,49840,49843,49845],{},[2773,49841,49842],{},"三菱ＵＦＪフィナンシャル・グループ（8306）",[2773,49844,13976],{},[2773,49846,49847],{},"8\u002F3(月) 16:00",[2758,49849,49850,49853,49855],{},[2773,49851,49852],{},"トヨタ自動車（7203）",[2773,49854,13976],{},[2773,49856,49857],{},"8\u002F4(火) 14:00",[2758,49859,49860,49863,49865],{},[2773,49861,49862],{},"花王（4452）",[2773,49864,13965],{},[2773,49866,49867],{},"8\u002F5(水) 15:30",[2758,49869,49870,49873,49875],{},[2773,49871,49872],{},"任天堂（7974）",[2773,49874,13976],{},[2773,49876,49877],{},"8\u002F6(木) 15:30",[2758,49879,49880,49883,49885],{},[2773,49881,49882],{},"ソフトバンクグループ（9984）",[2773,49884,13976],{},[2773,49886,49877],{},[2758,49888,49889,49892,49894],{},[2773,49890,49891],{},"ＮＴＴ（9432）",[2773,49893,13976],{},[2773,49895,49896],{},"8\u002F6(木) 14:00",[2758,49898,49899,49902,49904],{},[2773,49900,49901],{},"ＫＤＤＩ（9433）",[2773,49903,13976],{},[2773,49905,49906],{},"8\u002F7(金) 15:45",[2758,49908,49909,49912,49914],{},[2773,49910,49911],{},"リクルートホールディングス（6098）",[2773,49913,13976],{},[2773,49915,49916],{},"8\u002F7(金) 15:30",[11,49918,49919,14034],{},[33,49920,14033],{},[15,49922,49924],{"id":49923},"発表予定の全リスト8389","発表予定の全リスト（8\u002F3〜8\u002F9）",[11,49926,49927],{},"発表社数が1,355社と多いため、日付ごとにページを分けています（各ページとも発表時刻順）。",[13939,49929,49930],{},[2752,49931,49932,49944],{},[2755,49933,49934],{},[2758,49935,49936,49938,49941],{},[2761,49937,14052],{},[2761,49939,49940],{},"社数",[2761,49942,49943],{},"リスト",[2768,49945,49946,49958,49969,49980,49991],{},[2758,49947,49948,49950,49953],{},[2773,49949,48596],{},[2773,49951,49952],{},"84社",[2773,49954,49955],{},[22,49956,49957],{"href":48526},"発表予定を見る",[2758,49959,49960,49962,49965],{},[2773,49961,47264],{},[2773,49963,49964],{},"90社",[2773,49966,49967],{},[22,49968,49957],{"href":47194},[2758,49970,49971,49973,49976],{},[2773,49972,44700],{},[2773,49974,49975],{},"178社",[2773,49977,49978],{},[22,49979,49957],{"href":44629},[2758,49981,49982,49984,49987],{},[2773,49983,40105],{},[2773,49985,49986],{},"323社",[2773,49988,49989],{},[22,49990,49957],{"href":40037},[2758,49992,49993,49995,49998],{},[2773,49994,30507],{},[2773,49996,49997],{},"680社",[2773,49999,50000],{},[22,50001,49957],{"href":44633},[15,50003,28547],{"id":28547},[443,50005,50006,50008],{},[446,50007,28552],{},[446,50009,28555,50010,28560,50012,28564],{},[22,50011,28559],{"href":28558},[33,50013,28563],{},[15,50015,28567],{"id":28567},[443,50017,50018,50020],{},[446,50019,40045],{},[446,50021,28575,50022,28579],{},[33,50023,28578],{},[15,50025,51],{"id":51},[11,50027,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":50029},[50030,50031,50032,50033,50034],{"id":49818,"depth":57,"text":49819},{"id":49923,"depth":57,"text":49924},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"来週（8月3日〜8月9日）は1,355社が決算発表を予定。8月7日（金）に680社が集中し、トヨタ自動車・任天堂・ＮＴＴなど幅広い業種の企業が発表を控える1年で最も忙しい週です。",{},"\u002Freading\u002Farticles\u002F2026-08-02-weekly-earnings","2026-08-02T19:00:00+09:00",{"title":30477,"description":50035},"reading\u002Farticles\u002F2026-08-02-weekly-earnings",[28599,28600],"EBfRZdgmCtyWHNHfoV0ZdbTLolp7PwH7x5GAq5RiI20",{"id":50044,"title":50045,"author":6,"body":50046,"category":62,"dataDate":6,"date":30458,"description":50098,"extension":65,"image":6,"meta":50099,"navigation":67,"path":50100,"publishedAt":50101,"seo":50102,"stem":50103,"tags":50104,"type":6,"updated":6,"__hash__":50105},"articles\u002Freading\u002Farticles\u002F2026-08-02-yen-157-boj-hold-import-prices.md","円が157円台に急伸——日銀は1.00%を据え置き、輸入物価の圧力は和らぐか",{"type":8,"value":50047,"toc":50093},[50048,50051,50053,50073,50080,50082,50085,50088,50090],[11,50049,50050],{},"週末にかけてドル円が157円台まで円高が進んだ。6月末以降、161〜162円台が続いていたことを踏まえると、短期間で数円規模の変動となっている。同じタイミングで日本銀行が7月31日の決定会合で政策金利を据え置き、円相場と物価の先行きについて注目が集まっている。",[15,50052,17],{"id":17},[11,50054,50055,50056,50059,50060,374,50063,50068,50069,50072],{},"日銀は7月31日の金融政策決定会合で、政策金利（無担保コール翌日物金利）を",[33,50057,50058],{},"1.00%に据え置く","ことを決定した（",[22,50061,315],{"href":30072,"rel":50062},[26],[22,50064,50067],{"href":50065,"rel":50066},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015191761000",[26],"NHK","）。6月会合で0.75%から1.00%へ引き上げた直後のため、市場の大方の予想通りの結果となった。追加利上げの判断は次回の",[33,50070,50071],{},"9月17〜18日","の会合へ持ち越された。",[11,50074,50075,50076,50079],{},"ドル円は8月2日時点で157円台で推移している（",[22,50077,849],{"href":30445,"rel":50078},[26],"）。6月末以降は161〜162円台が定着していたため、ここ数日での円高方向への動きは注目に値する。背景には米国の経済指標への思惑や米連邦準備理事会（FRB）の利下げ観測の変化がある。",[15,50081,45],{"id":45},[11,50083,50084],{},"円高方向への動きは、食料・エネルギーなど輸入品の価格上昇圧力をいくらか和らげる可能性がある。ただし、輸入コストが小売価格に反映されるまでには数か月のタイムラグがある。現在の食料品価格は昨年来の円安局面を反映した水準にとどまるため、家計が体感できるほどの変化はすぐには表れにくい。",[11,50086,50087],{},"日銀の次回会合（9月17〜18日）に向けては、8月後半に米国カンザスシティ連銀が主催する「ジャクソンホール会議」でのFRB議長の発言が円相場の方向感を左右する材料として意識されやすい。また今週8月7日（金）には米7月雇用統計の発表が予定されており、強い結果が出ればドル高・円安圧力が再燃する可能性もある。",[15,50089,51],{"id":51},[11,50091,50092],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・物価・金融政策の将来的な動向を予測・保証するものではなく、個別の投資行動を推奨しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50094},[50095,50096,50097],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"週末のドル円は157円台まで円高が進み、6月末以降続いていた161〜162円台から数円単位の変化。日銀は7月31日に政策金利1.00%の据え置きを決定し、次の判断は9月17〜18日の会合へ持ち越された。",{},"\u002Freading\u002Farticles\u002F2026-08-02-yen-157-boj-hold-import-prices","2026-08-02T13:00:00+09:00",{"title":50045,"description":50098},"reading\u002Farticles\u002F2026-08-02-yen-157-boj-hold-import-prices",[236,73],"nvE6kmpk_HfB23Bw1XSByjTJIeP5BdVoXnuTBAyket0",{"id":50107,"title":50108,"author":6,"body":50109,"category":62,"dataDate":6,"date":30458,"description":50190,"extension":65,"image":6,"meta":50191,"navigation":67,"path":50192,"publishedAt":50193,"seo":50194,"stem":50195,"tags":50196,"type":6,"updated":6,"__hash__":50197},"articles\u002Freading\u002Farticles\u002F2026-08-02-amazon-q2-aws-yen-157-us-jobs.md","アマゾンAWS急成長でNASDAQ高、ドル円157円台へ ── 今週の米雇用統計が焦点",{"type":8,"value":50110,"toc":50185},[50111,50114,50116,50129,50132,50151,50158,50161,50168,50170,50173,50180,50182],[11,50112,50113],{},"7月最終取引日（現地31日）の米国株式市場は、アマゾン（AMZN）の4〜6月期決算が大幅な市場予想超えとなったことを好感し、NASDAQが約1%高で引けた。ドル円は週末にかけて157円台まで円高が進み、6月以降続いていた161〜162円台から数円単位の変化となった。",[15,50115,17],{"id":17},[11,50117,50118,50119,50123,50124,50128],{},"アマゾンは7月30日引け後に4〜6月期（Q2）決算を発表。クラウド部門AWSの売上高が前年同期比37%増の422億ドルと、直近18四半期で最速の成長率を記録した（",[22,50120,2246],{"href":50121,"rel":50122},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-07-30\u002Famazon-reports-fifth-straight-quarter-of-cloud-sales-growth",[26],"）。31日の株価終値は前日比15.3%高と急騰し、市場全体を押し上げた（",[22,50125,688],{"href":50126,"rel":50127},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Famazon-stock-jumps-12-aws-124048906.html",[26],"）。同社は2026年の設備投資見通しを2,200億ドルに引き上げ、大部分をAIインフラ向けに充てると表明している。",[11,50130,50131],{},"7月31日の米国主要指数の終値：",[443,50133,50134,50140,50145],{},[446,50135,50136,50139],{},[33,50137,50138],{},"ダウ平均","：52,485ドル（前日比+276.97ドル、+0.53%）",[446,50141,50142,50144],{},[33,50143,7115],{},"：7,489.72（+0.70%）",[446,50146,50147,50150],{},[33,50148,50149],{},"NASDAQ総合","：25,373.85（+1.0%）",[11,50152,50153,50154,1714],{},"（参考：",[22,50155,12269],{"href":50156,"rel":50157},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F493240",[26],[11,50159,50160],{},"米10年国債利回りは4.73%に上昇した。また、雇用コスト指数（Q2）は前期比+0.9%と市場予想（+0.8%）を上回り、賃金インフレへの警戒が続いている。",[11,50162,50163,50164,42],{},"ドル円は週末にかけて157円台まで円高が進んだ。6月末以降は161〜162円台が続いていただけに、数円規模の動きとなっている（",[22,50165,50167],{"href":30445,"rel":50166},[26],"外為どっとコム 週間見通し",[15,50169,45],{"id":45},[11,50171,50172],{},"AWSの成長加速は「AI向け大規模投資が収益に変わり始めた」証拠と受け止められ、AIインフラを支える半導体・データセンター関連株の業績見通しが改善しやすい環境となりやすい。ただし米10年利回りが4.7%台で高止まりしており、高PER成長株全般への恩恵は銘柄によって選別的になりそうだ。",[11,50174,50175,50176,50179],{},"円が157円台に戻ったことで、食料や光熱費などの輸入コスト上昇圧力はいくらか和らぐ方向にある。ただし今週8月7日（金）の米7月雇用統計の結果次第で再び円安に振れる可能性もある（",[22,50177,849],{"href":30445,"rel":50178},[26],"）。雇用者数が市場予想を上回ればドル高・円安圧力が再燃しやすく、輸入物価目線でも注目しておきたい。",[15,50181,51],{"id":51},[11,50183,50184],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50186},[50187,50188,50189],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月最終日の米国株はアマゾンQ2好決算を追い風にNASDAQが約1%上昇。ドル円は157円台まで円高が進んだ。今週8月7日の米7月雇用統計が円相場の方向感を左右する。",{},"\u002Freading\u002Farticles\u002F2026-08-02-amazon-q2-aws-yen-157-us-jobs","2026-08-02T09:00:00+09:00",{"title":50108,"description":50190},"reading\u002Farticles\u002F2026-08-02-amazon-q2-aws-yen-157-us-jobs",[164,73],"0LSR8gZpHcGMSZnC5ol1MK04RicLveyfPpu0_EovsuY",{"id":50199,"title":50200,"author":6,"body":50201,"category":62,"dataDate":6,"date":50273,"description":50274,"extension":65,"image":6,"meta":50275,"navigation":67,"path":50276,"publishedAt":50277,"seo":50278,"stem":50279,"tags":50280,"type":6,"updated":6,"__hash__":50281},"articles\u002Freading\u002Farticles\u002F2026-08-01-boj-hold-september-hike-signal.md","日銀7月会合：政策金利1%を据え置き、9月追加利上げが市場の焦点に",{"type":8,"value":50202,"toc":50268},[50203,50210,50212,50225,50237,50245,50258,50260,50263,50265],[11,50204,50205,50206,50209],{},"今週の日本市場を締めくくる最大の材料が出ました。日本銀行は7月30〜31日の金融政策決定会合で政策金利を",[33,50207,50208],{},"1.00%に据え置き","ました。ただし市場の目線はすでに「次の一手＝9月利上げ」へと向かっています。",[15,50211,17],{"id":17},[11,50213,50214,50215,50218,50219,50224],{},"日銀は7月31日、政策金利を",[33,50216,50217],{},"1.00%のまま据え置く","ことを8対1の多数決で決定しました（",[22,50220,50223],{"href":50221,"rel":50222},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-07-31\u002Fboj-holds-rate-steady-with-upward-revision-to-economic-outlook",[26],"Bloomberg, 2026年7月31日","）。反対票を投じた高田創審議委員は「即時1.25%への引き上げ」を主張。市場は「ハト派的な据え置き」ではなく「ホーキッシュな据え置き」と受け止めました。",[11,50226,50227,50228,50232,50233,50236],{},"現在の政策金利1.00%は今年6月の会合（0.75%→1.00%、0.25%引き上げ）で達した水準です（",[22,50229,50231],{"href":6015,"rel":50230},[26],"第一生命経済研究所、2026年6月","）。植田総裁は記者会見で、コア物価が2%を「明確に超える」水準で推移するとの見通しを示し、",[33,50234,50235],{},"9月〜10月の追加利上げ","を強く示唆しました。",[11,50238,50239,50240,42],{},"円相場は会合をはさんで荒い動きを見せました。1ドル＝163円台と約40年ぶりの安値圏に達した後、政府・日銀の円買い介入とみられる動きで158円付近まで急騰。8月1日17時時点では1ドル＝156円台半ばで推移しています（",[22,50241,50244],{"href":50242,"rel":50243},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL084E10Y6A100C2000000\u002F",[26],"日本経済新聞、2026年8月1日",[11,50246,50247,50248,50251,50252,50257],{},"なお7月31日の日経平均株価は終値",[33,50249,50250],{},"64,362円","（前日比+2,494円、+4.03%）と週間では大幅高で引けました（",[22,50253,50256],{"href":50254,"rel":50255},"https:\u002F\u002Fwww.nikkei.com\u002Fmarkets\u002Fworldidx\u002Fchart\u002Fnk225\u002F",[26],"日本経済新聞マーケット","）。ただし日銀の利上げ警戒と円高への揺り戻し懸念から、週明けの動向には注意が必要です。",[15,50259,45],{"id":45},[11,50261,50262],{},"9月利上げが実現すれば政策金利は1.25%となり、1995年以来約30年ぶりの高水準です。変動型住宅ローンの基準金利に反映されるまでには時間差がありますが、借入中の方はこのタイミングで返済額への影響を試算しておく価値があるかもしれません。NISA口座で海外資産（米国株ファンドなど）を保有している場合、円安局面では円換算の評価額が膨らんでいた分、円高への転換が続けば評価額が変動しやすくなる点は頭に入れておきたいところです。",[15,50264,51],{"id":51},[11,50266,50267],{},"本記事は公表済み情報をもとにした情報提供を目的としており、投資助言ではありません。個別の金融商品の売買を推奨するものではなく、将来の金利・為替・株価を保証しません。住宅ローンや資産運用に関する判断はご自身の責任で行い、必要に応じて金融機関や専門家にご相談ください。",{"title":56,"searchDepth":57,"depth":57,"links":50269},[50270,50271,50272],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-08-01","日銀は7月31日の決定会合で政策金利を1%に据え置き（8対1）。植田総裁が9月利上げを示唆し、コア物価見通しも上方修正。円は一時40年ぶりの安値圏まで下落し、住宅ローンやNISA保有者の動向が注目されます。",{},"\u002Freading\u002Farticles\u002F2026-08-01-boj-hold-september-hike-signal","2026-08-01T20:00:00+09:00",{"title":50200,"description":50274},"reading\u002Farticles\u002F2026-08-01-boj-hold-september-hike-signal",[73,236],"eTLij0LGzGxZsNDUEM-7_jl6YBOqLYL-SZEEhv_k008",{"id":50283,"title":50284,"author":6,"body":50285,"category":62,"dataDate":6,"date":50273,"description":50352,"extension":65,"image":6,"meta":50353,"navigation":67,"path":50354,"publishedAt":50355,"seo":50356,"stem":50357,"tags":50358,"type":6,"updated":6,"__hash__":50359},"articles\u002Freading\u002Farticles\u002F2026-08-01-boj-hold-yen-intervention.md","日銀が金利1%を据え置き、決定会合中に異例の円買い介入",{"type":8,"value":50286,"toc":50347},[50287,50298,50300,50337,50339,50342,50344],[11,50288,50289,50290,50293,50294,50297],{},"昨日（7月31日）の金融政策決定会合で、日銀は政策金利を",[33,50291,50292],{},"1.0%に据え置く","ことを8対1の賛成多数で決定した。6月に1%へ引き上げてから1か月足らず。今回は利上げの効果を見極める局面とみられていた。一方、政府・日銀が決定会合の開催中というきわめて異例のタイミングで",[33,50295,50296],{},"円買い・ドル売り介入","を実施し、円相場が大きく動いた。",[15,50299,17],{"id":17},[443,50301,50302,50312,50327],{},[446,50303,50304,50307,50308,42],{},[33,50305,50306],{},"金利据え置き（8-1）",": 政策金利は1.0%のまま。1票の反対は田中一委員で、1.25%への利上げを主張したとされる。日銀は四半期の経済・物価見通し（展望レポート）でFY2026の消費者物価上昇率の見通しを2.8%から**2.5%**へ下方修正する一方、成長率（GDP）は上方修正した（",[22,50309,50311],{"href":30072,"rel":50310},[26],"日本経済新聞・7月31日",[446,50313,50314,50317,50318,50321,50322,42],{},[33,50315,50316],{},"決定会合中の介入という異例の行動",": 政府・日銀は7月30〜31日に円買い介入を実施。円相場は163円台から",[33,50319,50320],{},"157円台","まで急騰した。金融政策の変更とは別に為替介入を行うのは過去にほぼ例がなく、市場では「円安への相当な危機感」として受け止められている（",[22,50323,50326],{"href":50324,"rel":50325},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQODK315NS0R30C26A7000000\u002F",[26],"日本経済新聞・8月1日社説",[446,50328,50329,50332,50333,42],{},[33,50330,50331],{},"物価見通しの修正",": 7月の全国コアCPIは前年比+1.6%（速報）で2%を下回っているが、日銀はエネルギー補助金が縮小する2026年度後半に物価が「2%を明確に上回るペース」で加速するリスクがあると説明している（",[22,50334,50336],{"href":5326,"rel":50335},[26],"CNBC・7月31日",[15,50338,45],{"id":45},[11,50340,50341],{},"今回の介入で円安には一時ブレーキがかかったが、日米金利差が縮まっていない以上、円安圧力は構造的に続きやすい。エネルギー補助金の縮小が重なる秋以降に輸入物価が再び上振れすれば、食品や光熱費を中心に家計への物価の圧力が戻る可能性がある。次の利上げ時期（早ければ10〜12月との予想が多い）と補助金縮小のスケジュールを合わせて注視する局面と言える。",[15,50343,51],{"id":51},[11,50345,50346],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・金利の予測は不確実であり、将来の相場水準を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50348},[50349,50350,50351],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月31日、日銀は政策金利を1%に据え置いた。同じ日、政府・日銀は決定会合の最中という異例のタイミングで円買い・ドル売り介入を実施。円は163円台から157円台へ急騰した。",{},"\u002Freading\u002Farticles\u002F2026-08-01-boj-hold-yen-intervention","2026-08-01T13:00:00+09:00",{"title":50284,"description":50352},"reading\u002Farticles\u002F2026-08-01-boj-hold-yen-intervention",[236,73],"XNSoI8SzDWy9HNuj-xV3bylFP-3DBVyIIaJLje7aaQs",{"id":50361,"title":50362,"author":6,"body":50363,"category":62,"dataDate":6,"date":50273,"description":50427,"extension":65,"image":6,"meta":50428,"navigation":67,"path":50429,"publishedAt":50430,"seo":50431,"stem":50432,"tags":50433,"type":6,"updated":6,"__hash__":50434},"articles\u002Freading\u002Farticles\u002F2026-08-01-yen-intervention-163-to-157.md","ドル円が163円台から157円台へ急落｜為替介入観測と家計・NISA資産への影響",{"type":8,"value":50364,"toc":50422},[50365,50379,50381,50394,50407,50409,50417,50419],[11,50366,50367,50368,50373,50374,50378],{},"7月30日、ドル円相場は一時1ドル＝163.946円と",[22,50369,50372],{"href":50370,"rel":50371},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F08\u002F01\u002F080100",[26],"約40年ぶりの歴史的な円安水準","を付けた。しかし同日夕から夜にかけて相場は急反転し、8月1日朝7時時点では157円台（",[22,50375,29204],{"href":50376,"rel":50377},"https:\u002F\u002Fwww.chunichi.co.jp\u002Farticle\u002F1290194",[26],"）と、わずか数時間で約6円の急落となった。",[15,50380,17],{"id":17},[11,50382,50383,50384,50388,50389,50393],{},"急落の背景には複数の要因が重なった。米国で発表されたGDP関連指標が市場予想を下回り、ドルを売る動きが先行した（",[22,50385,1686],{"href":50386,"rel":50387},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260731\u002F863841.html",[26],"）。同時に日本政府・日本銀行による為替介入が行われたとの観測が広がり、円買いが加速。外為どっとコムは「日米韓の異例の連携」の可能性も指摘しており（",[22,50390,849],{"href":50391,"rel":50392},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F31\u002F182138",[26],"）、2022年以来最大規模のドル円の下落率となった。財務省は介入の有無を公式には認めておらず、詳細は今後の月次公表で明らかになる見通しだ。",[11,50395,50396,50397,50401,50402,50406],{},"米国株式市場では、NYダウが7月31日（現地時間）に前日比276.97ドル高の52,485.03ドルで取引を終え、4カ月連続の月間上昇となった（",[22,50398,315],{"href":50399,"rel":50400},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL31D3O0R30C26A7000000\u002F",[26],"）。前日にはマイクロソフトの2026年4〜6月期決算がAI・クラウド需要の拡大で市場予想を上回ったことが好材料となっていた（",[22,50403,29954],{"href":50404,"rel":50405},"https:\u002F\u002Fnews.mynavi.jp\u002Farticle\u002F20260730-4755844\u002F",[26],"）。ただしナスダックは月間ベースで2カ月連続下落（約-3.2%）となっており、ハイテク・半導体株への慎重姿勢は続いている。",[15,50408,45],{"id":45},[11,50410,50411,50412,50416],{},"163円台から157円台への急落は、NISAなどで米国株インデックスファンドを保有している人の円換算の評価額を短期的に押し下げる方向に働く。一方、日米の金利差は依然として大きく、介入効果がどこまで持続するかは見通しにくいとの指摘もある（",[22,50413,315],{"href":50414,"rel":50415},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB310A50R30C26A7000000\u002F",[26],"）。輸入物価への圧力（円安→食品・エネルギー価格の上昇）が続いてきたなかで一時的な円高局面が訪れているが、為替の方向感を予測するのは難しい局面だ。",[15,50418,51],{"id":51},[11,50420,50421],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替や相場の今後の動向を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50423},[50424,50425,50426],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月30日に約40年ぶりの円安水準となる1ドル＝163円台を付けたドル円相場が、同日夕から翌朝にかけて6円超急落し157円台に。介入観測と、輸入物価・NISA資産評価への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-08-01-yen-intervention-163-to-157","2026-08-01T09:00:00+09:00",{"title":50362,"description":50427},"reading\u002Farticles\u002F2026-08-01-yen-intervention-163-to-157",[236,73],"yuQRGQRDqYHmf1w9wrU9H6_ji_ujg6t4zVI4ySsBcys",{"id":50436,"title":50437,"author":6,"body":50438,"category":62,"dataDate":6,"date":50518,"description":50519,"extension":65,"image":6,"meta":50520,"navigation":67,"path":50521,"publishedAt":50522,"seo":50523,"stem":50524,"tags":50525,"type":6,"updated":6,"__hash__":50526},"articles\u002Freading\u002Farticles\u002F2026-07-31-nikkei-close-us-tech-earnings-roundup.md","日経平均64,362円で大引け ── 米テック5社全社増収でAI株底支え、ドル円158円台の輸入物価リスクは続く",{"type":8,"value":50439,"toc":50513},[50440,50443,50445,50450,50464,50469,50478,50483,50492,50497,50504,50506,50509,50511],[11,50441,50442],{},"7月31日の東京株式市場で日経平均株価は前日比2,494円高（+4.0%）の64,362円で大引けし、大幅続伸となった。前場につけた2,700円超高（65,000円台）から後場は利益確定売りが出て上げ幅を縮小したが、米巨大テック5社の4〜6月期決算が全社増収・4社増益と好調だったことが日本のAI・半導体株を底支えした。TOPIXは4営業日ぶりに4,000ポイント台を回復した。",[15,50444,17],{"id":17},[11,50446,50447],{},[33,50448,50449],{},"大幅続伸も後場は縮小、値下がり銘柄が多数",[11,50451,50452,50453,50458,50459,42],{},"日経平均は前日の米国株急騰を受けて高く始まり、前場は6万5,000円台を回復する場面もあった。ただし後場は利益確定売りが広がり上げ幅が縮小し、終値は64,362円（",[22,50454,50457],{"href":50455,"rel":50456},"https:\u002F\u002Fnews.livedoor.com\u002Ftopics\u002Fdetail\u002F31957770\u002F",[26],"ライブドアニュース、7月31日","）。全体では値上がり銘柄612に対して値下がり銘柄が922と、指数の上昇とは対照的に広い銘柄が売られる「指数高・個別安」の展開だった。キオクシアHD・イビデン・村田製作所（DC向け業績上方修正）などAI・半導体関連がストップ高となり指数をけん引した（",[22,50460,50463],{"href":50461,"rel":50462},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F760404",[26],"株式新聞Web、7月31日",[11,50465,50466],{},[33,50467,50468],{},"米テック5社 4〜6月期、全社増収・4社増益を確認",[11,50470,50471,50472,50477],{},"前夜に出そろった米巨大テック5社の4〜6月期決算は、売上高でメタ前年同期比+28%（608億ドル）、アルファベット+24%（1,197億ドル）、アマゾン+20%（2,006億ドル）、マイクロソフト+18%（900億ドル）、アップル+16%（1,094億ドル）と全社が増収（",[22,50473,50476],{"href":50474,"rel":50475},"https:\u002F\u002F373news.com\u002Fnews\u002Fnational\u002Fdetail\u002F2026073101001238\u002F",[26],"共同通信・南日本新聞デジタル、7月31日","）。純利益はメタが訴訟費用で−14%となった一方、他4社は増益。AI関連クラウドと広告収入が全社の成長を支えた。",[11,50479,50480],{},[33,50481,50482],{},"ドル円、介入観測後も158円台半ばで引け",[11,50484,50485,50486,50491],{},"ドル円は7月28日の163円台から、政府・日銀による介入観測を受けて157円台まで急落した後、本日は158円台半ばで引けた（",[22,50487,50490],{"href":50488,"rel":50489},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F31\u002F075134",[26],"外為どっとコム、7月31日","）。163円台と比べれば円高方向に動いたが、歴史的には依然として円安水準だ。",[11,50493,50494],{},[33,50495,50496],{},"日銀は政策金利1.0%を据え置き",[11,50498,50499,50500,42],{},"日銀は本日の金融政策決定会合で政策金利を1.0%に据え置いた。6月の利上げ後の経済・物価への影響を見極める姿勢で、成長率見通しを上方修正した（",[22,50501,50503],{"href":30072,"rel":50502},[26],"日本経済新聞、7月31日",[15,50505,45],{"id":45},[11,50507,50508],{},"日経平均の大幅上昇は米テック好決算という「外部要因」が主導しており、国内景気よりも米国ハイテク企業の業績が日本株の方向性を左右する構造が続いている。AI・半導体株への集中買いという点では恩恵を受ける銘柄は限定的で、NISAで幅広い銘柄を積み立てている場合、今日の指数上昇ほどのリターン改善にはならない可能性もある。ドル円が158円台にとどまり円安圧力が残る点は、輸入物価を通じた食料・エネルギー費の押し上げ要因として家計に引き続き影響する見込みだ。",[15,50510,51],{"id":51},[11,50512,1011],{},{"title":56,"searchDepth":57,"depth":57,"links":50514},[50515,50516,50517],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-31","7月31日の日経平均終値は64,362円（+2,494円・+4.0%）と大幅続伸。前場の2,700円超高から後場に縮小したが、米巨大テック5社の4〜6月期全社増収が改めて確認され底堅い展開。ドル円は158円台半ばで引け、輸入物価への上昇圧力は続く。",{},"\u002Freading\u002Farticles\u002F2026-07-31-nikkei-close-us-tech-earnings-roundup","2026-07-31T20:00:00+09:00",{"title":50437,"description":50519},"reading\u002Farticles\u002F2026-07-31-nikkei-close-us-tech-earnings-roundup",[73,164],"m5ysctiX3P0M5aKLs4zQFCffDTANDibp8vnRmcSGcqQ",{"id":50528,"title":50529,"author":6,"body":50530,"category":62,"dataDate":6,"date":50518,"description":50608,"extension":65,"image":6,"meta":50609,"navigation":67,"path":50610,"publishedAt":50611,"seo":50612,"stem":50613,"tags":50614,"type":6,"updated":6,"__hash__":50615},"articles\u002Freading\u002Farticles\u002F2026-07-31-nikkei-surge-boj-hold.md","日経平均が前場に2700円超高、AI半導体株に集中買い――日銀は金利据え置き・東京CPI予想超過",{"type":8,"value":50531,"toc":50603},[50532,50535,50537,50542,50553,50558,50567,50572,50580,50585,50591,50593,50596,50599,50601],[11,50533,50534],{},"7月31日の東京前場、日経平均株価は前日比2704円82銭高（+4.37%）の6万4572円25銭で前引けし、一時6万5000円台を回復した。前夜のニューヨーク市場でAI・半導体株が急騰した流れが東京市場に波及したもの。同日、日銀は金融政策決定会合を開き、政策金利を1.0%に据え置くと決定。あわせて発表された7月の東京コアCPIは市場予想を上回り、物価・金利・株価が同時に動いた朝となった。",[15,50536,17],{"id":17},[11,50538,50539],{},[33,50540,50541],{},"前場の株式市場",[11,50543,50544,50545,374,50549,42],{},"前日の米市場では、マイクロソフトが好決算を発表して急伸し、フィラデルフィア半導体株指数（SOX）が約8%高と急騰。この流れを受け、東京前場ではキオクシアHDがストップ高、ルネサスエレクトロニクス・村田製作所・ソニーグループ・ファナックなどAI・半導体関連が軒並み高となった（",[22,50546,2121],{"href":50547,"rel":50548},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202607310704",[26],[22,50550,315],{"href":50551,"rel":50552},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL310KL0R30C26A7000000\u002F",[26],[11,50554,50555],{},[33,50556,50557],{},"日銀：政策金利を1.0%に据え置き",[11,50559,50560,50561,374,50564,42],{},"日銀は31日の金融政策決定会合で、無担保コール翌日物金利の誘導目標を現行の1.0%に据え置くことを賛成8・反対1の多数決で決定した。前回6月会合での追加利上げが経済・物価に与える影響を見極める姿勢で、次回以降の動きに引き続き注目が集まる（",[22,50562,315],{"href":30072,"rel":50563},[26],[22,50565,8700],{"href":5326,"rel":50566},[26],[11,50568,50569],{},[33,50570,50571],{},"東京コアCPI：7月は前年比+1.9%、予想を上回る",[11,50573,50574,50575,50579],{},"東京都区部の7月の消費者物価指数（生鮮食品除くコアCPI）は前年比+1.9%と、市場予想の+1.7%を上回り、6月の+1.6%から加速した（",[22,50576,688],{"href":50577,"rel":50578},"https:\u002F\u002Ffinance.yahoo.com\u002Feconomy\u002Fpolicy\u002Farticles\u002Fannual-core-inflation-japans-capital-233949111.html",[26],"）。日銀が警戒するインフレ圧力が東京の物価データにも表れ始めている。",[11,50581,50582],{},[33,50583,50584],{},"円相場：介入観測で乱高下",[11,50586,50587,50588,42],{},"ドル円は7月28日に163円台まで円安が進んだ後、前夜（30日）は円買い介入観測で157円台まで急反発。本朝は159円台での推移となっている（",[22,50589,849],{"href":50488,"rel":50590},[26],[15,50592,45],{"id":45},[11,50594,50595],{},"AI・半導体関連株の上昇は前夜の米国市場発で、東京市場がそのまま追随した形。個別企業の業績や国内景気よりも、米ハイテク株の動きが日本株の騰落を左右しやすい構造が改めて確認できる。",[11,50597,50598],{},"一方、東京コアCPIが予想を超えて加速したことは家計目線での注目点だ。日銀は今回据え置きを決めたが、インフレが2%目標に近づく局面では次回以降の追加利上げ観測が高まりやすく、変動型住宅ローン金利や食料品・エネルギー価格の動向とあわせて引き続き確認しておきたい。",[15,50600,51],{"id":51},[11,50602,1011],{},{"title":56,"searchDepth":57,"depth":57,"links":50604},[50605,50606,50607],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月31日前場、日経平均は前日比+2704円の大幅続伸で一時65,000円台回復。前夜の米AI・半導体急騰が波及。日銀は政策金利1.0%を据え置き、7月の東京コアCPIは予想を上回る前年比+1.9%と、物価・金利・株価が同時に動いた朝。",{},"\u002Freading\u002Farticles\u002F2026-07-31-nikkei-surge-boj-hold","2026-07-31T13:00:00+09:00",{"title":50529,"description":50608},"reading\u002Farticles\u002F2026-07-31-nikkei-surge-boj-hold",[73,236],"XHBrrQafatMapysGQ3nGjOu_0BkN_desH5W6Ko8lUto",{"id":50617,"title":50618,"author":6,"body":50619,"category":62,"dataDate":6,"date":50518,"description":50701,"extension":65,"image":6,"meta":50702,"navigation":67,"path":50703,"publishedAt":50704,"seo":50705,"stem":50706,"tags":50707,"type":6,"updated":6,"__hash__":50708},"articles\u002Freading\u002Farticles\u002F2026-07-31-fed-hold-yen-surge-boj-meeting.md","Fed5回連続据え置き・PCE鈍化でドル円が157円台まで急伸——本日は日銀会合",{"type":8,"value":50620,"toc":50696},[50621,50624,50626,50631,50640,50645,50660,50665,50678,50683,50686,50688,50691,50693],[11,50622,50623],{},"米FRBが7月29日（日本時間30日早朝）の会合で政策金利を5回連続で据え置いた。同じ日に発表された6月PCEインフレ指標の鈍化と4〜6月期GDP速報値の下振れが重なり、「早期利上げ期待が後退した」とみた市場はドル売り・円買いを急加速させた。ドル円は一時157.94円と5月中旬以来の水準まで下落（円高）し、本日早朝の東京市場では159円60銭台で推移している。本日7月31日は日銀の金融政策決定会合の結果公表日でもあり、円相場が改めて動きやすい局面となっている。",[15,50625,17],{"id":17},[11,50627,50628],{},[33,50629,50630],{},"FRBが5会合連続で金利据え置き、ただし3名が利上げを主張",[11,50632,50633,50634,50639],{},"7月29日のFOMCは政策金利を3.50〜3.75%で維持することを9対3で決定した。",[22,50635,50638],{"href":50636,"rel":50637},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F29\u002Ffed-rate-decision-july-2026.html",[26],"CNBCの報道（7月29日）","によると、クリーブランド連銀のハマック総裁、ミネアポリス連銀のカシュカリ総裁、ダラス連銀のローガン総裁の3名が利上げを主張して反対票を投じた。これは数年ぶりの異例の分裂で、FRBが「まだ利上げ余地がある」とみる委員が少なくないことを示している。",[11,50641,50642],{},[33,50643,50644],{},"PCE鈍化とGDP下振れがドル売りを促す",[11,50646,50647,50648,50653,50654,50659],{},"同日発表の6月PCEコア価格指数は前月比の伸び率が鈍化し、4〜6月期GDP速報値も市場予想を下回った（",[22,50649,50652],{"href":50650,"rel":50651},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-thursday-july-30-dow-sp-500-nasdaq-082255995.html",[26],"Yahoo Financeマーケット速報、7月30日","）。これを受けて「年内利上げの可能性が低下した」との見方からドルが売られ、ドル円は前日比約2.4%安の157.94円まで急落（円高）した。",[22,50655,50658],{"href":50656,"rel":50657},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_31_usdjpy\u002F",[26],"OANDAの為替レポート（7月31日）","によると、政府・日銀による円安是正介入の思惑が重なり円買いをさらに後押しした可能性もある。",[11,50661,50662],{},[33,50663,50664],{},"米国株はナスダックが2.8%急伸、マイクロソフトが一日で15%超上昇",[11,50666,50667,50668,50672,50673,50677],{},"7月30日（木）の米国株式市場は全面高となった。NYダウは前日比+613.92ドル（+1.2%）の52,208.06ドル、S&P500は+1.7%の7,437.64ポイント、ナスダックは+2.8%の25,122.18ポイントで引けた（",[22,50669,50671],{"href":50650,"rel":50670},[26],"Yahoo Finance、7月30日","）。最大の牽引役はマイクロソフト（MSFT）で、4〜6月期決算でAzureの年間売上高が初めて1,000億ドルを突破し、売上高は前年同期比18%増・純利益は31%増となった（",[22,50674,50676],{"href":50404,"rel":50675},[26],"マイナビニュース、7月30日","）。株価は一日で15%超上昇し、2008年以来最大の一日上昇率を記録した。半導体株も連れ高となった一方、メタ（META）は決算が期待を下回り約8%安となった。",[11,50679,50680],{},[33,50681,50682],{},"本日は日銀会合の結果公表",[11,50684,50685],{},"日銀は本日7月31日に金融政策決定会合を開催しており、午後に結果が公表される予定だ。円相場は本日の日銀の判断と植田総裁の会見内容次第で再び動きやすい状況にある。",[15,50687,45],{"id":45},[11,50689,50690],{},"ドル円が157円台まで急伸したことは、輸入物価の観点では短期的なプラス材料（円安一服＝輸入コスト高の緩和）になりうる。ただし日銀が本日の会合で利上げを見送れば円安圧力が再燃する可能性があり、30年債利回りが5.24%近辺まで上昇している米国金利環境を踏まえると、円高の持続力は不透明だ。NISA等で米国株・ドル建て資産を保有している場合は、為替差損益がリターンに直接影響する局面となっている。",[15,50692,51],{"id":51},[11,50694,50695],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。記載の数値・レートは記事執筆時点のものであり、将来の市場動向・為替・金利を保証するものではありません。資産の運用・配分に関する判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50697},[50698,50699,50700],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米FRBが5回連続で政策金利を3.50〜3.75%に据え置き。PCEインフレ鈍化とGDP下振れを受け、ドル円は前日比約2.4%安の157.94円まで急騰した。本日（7\u002F31）は日銀の金融政策決定会合。",{},"\u002Freading\u002Farticles\u002F2026-07-31-fed-hold-yen-surge-boj-meeting","2026-07-31T09:00:00+09:00",{"title":50618,"description":50701},"reading\u002Farticles\u002F2026-07-31-fed-hold-yen-surge-boj-meeting",[164,73],"R5M4VQrFEG1ZQxNGEGFkeCt8C8bj5wp3crEQ6Vkvt_A",{"id":50710,"title":50711,"author":6,"body":50712,"category":62,"dataDate":6,"date":50762,"description":50763,"extension":65,"image":6,"meta":50764,"navigation":67,"path":50765,"publishedAt":50766,"seo":50767,"stem":50768,"tags":50769,"type":6,"updated":6,"__hash__":50770},"articles\u002Freading\u002Farticles\u002F2026-07-30-nikkei-rebound-advantest-earnings.md","日経平均3日ぶり反発、半導体株けん引　日銀会合は明日結果へ",{"type":8,"value":50713,"toc":50757},[50714,50717,50719,50733,50747,50749,50752,50754],[11,50715,50716],{},"7月30日の東京株式市場は3日ぶりに反発し、日経平均株価は前日比433円24銭高（+0.71%）の6万1867円43銭で引けた。AI半導体関連の主力株が相場をけん引した。",[15,50718,17],{"id":17},[11,50720,50721,50722,50727,50728,50732],{},"前日29日の引け後に決算を発表した",[22,50723,50726],{"href":50724,"rel":50725},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB29AXHTZ20C26A7000000\u002F",[26],"アドバンテスト","が、2027年3月期の営業利益計画を従来の6275億円から8460億円へ大幅に上方修正した（前期比約7割増）。推論向けAI半導体のテスト需要が4月時点の想定を上回ったことが要因で、",[22,50729,2246],{"href":50730,"rel":50731},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-29\u002FTIXBYOT9NJLS00",[26],"は「アナリスト予想の7085億円を超えた」と報じた。この好決算を受けて半導体装置・検査装置関連銘柄に買いが広がり、日経平均全体を押し上げた。",[11,50734,12786,50735,50740,50741,50746],{},[22,50736,50739],{"href":50737,"rel":50738},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F564cd3d8eb2d1c4ede179f9e58c8ec8c93d57a49",[26],"日銀は7月30〜31日の日程で金融政策決定会合","を開いており、結果の発表は31日の予定。事前報道では「政策金利1.0%の据え置き」が有力とされ、6月の利上げ効果を見極める姿勢が続く見込みとなっている。為替は",[22,50742,50745],{"href":50743,"rel":50744},"https:\u002F\u002Ftopics.smt.docomo.ne.jp\u002Famp\u002Farticle\u002Fkyodo_nor\u002Fbusiness\u002Fkyodo_nor-2026073001000269",[26],"163円台前半","で推移しており、40年ぶり水準の円安が続いている。",[15,50748,45],{"id":45},[11,50750,50751],{},"アドバンテストの利益予想の急拡大は、AI向け半導体需要がまだ高水準にあることを示す一つの材料だ。NISA口座で半導体ETFや関連株を保有している場合は追い風の局面にあたる。ただし、日銀が「据え置き→様子見」姿勢を続ければ円安は解消しにくく、輸入食品やエネルギー価格への押し上げ圧力が長引く可能性もある。明日の会合結果と植田総裁の記者会見が、当面の為替・金利の方向感を左右する。",[15,50753,51],{"id":51},[11,50755,50756],{},"本記事は情報提供を目的としたものです。特定の銘柄・ファンドへの投資を推奨するものではなく、将来の株価・相場動向を保証するものでもありません。投資の最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50758},[50759,50760,50761],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-30","7月30日の日経平均は433円高の6万1867円で3日ぶり反発。アドバンテストの好決算でAI半導体期待が再燃。日銀政策会合の結果は31日公表予定で、金利据え置きが有力視される。",{},"\u002Freading\u002Farticles\u002F2026-07-30-nikkei-rebound-advantest-earnings","2026-07-30T20:00:00+09:00",{"title":50711,"description":50763},"reading\u002Farticles\u002F2026-07-30-nikkei-rebound-advantest-earnings",[73,74],"XydKHn75AJhh7ZtZyegGUMu8BCKHkT4UXCXJqoJrK4o",{"id":50772,"title":50773,"author":6,"body":50774,"category":62,"dataDate":6,"date":50762,"description":50861,"extension":65,"image":6,"meta":50862,"navigation":67,"path":50863,"publishedAt":50864,"seo":50865,"stem":50866,"tags":50867,"type":6,"updated":6,"__hash__":50868},"articles\u002Freading\u002Farticles\u002F2026-07-30-nikkei-rebound-advantest-boj-eve.md","前場の日経平均784円高・アドバンテスト好決算がけん引　明日は日銀会合、円は163円台",{"type":8,"value":50775,"toc":50856},[50776,50779,50781,50803,50811,50826,50846,50848,50851,50853],[11,50777,50778],{},"本日（7月30日）の東京株式市場・前場は、アドバンテストの好決算を材料にAI半導体関連株が自律反発し、日経平均株価は3日ぶりに反発して前引けを迎えた。明日31日には日銀の金融政策決定会合の結果発表が控えており、為替・金利ともに市場の関心が高まっている。",[15,50780,17],{"id":17},[11,50782,50783,50784,50787,50788,50793,50794,50797,50798,42],{},"前場の日経平均株価は前日比",[33,50785,50786],{},"784円22銭高（＋1.28%）の6万2,218円","で前引けした（",[22,50789,50792],{"href":50790,"rel":50791},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202607300700\u002F",[26],"株探・前引けニュース","）。直前の2営業日で約3,500円下落していた反動から、海外短期筋の自律反発狙いの買いが先物主導で入り、上げ幅は一時",[33,50795,50796],{},"1,300円超","に達する場面もあった（",[22,50799,50802],{"href":50800,"rel":50801},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F759805",[26],"株式新聞Web 前場速報",[11,50804,50805,50806,42],{},"日経平均への寄与度が最も大きかったのは**アドバンテスト（6857）**で、好決算を受けて約698円分のプラス寄与。東京エレクトロン（8035）とキオクシア（285A）が続き、AI・半導体関連がセクター全体の上昇をけん引した（",[22,50807,50810],{"href":50808,"rel":50809},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL302DX0Q6A730C2000000\u002F",[26],"日経・前引けニュース",[11,50812,50813,50814,50816,50817,50820,50821,42],{},"為替市場では、1ドル＝",[33,50815,50745],{},"で推移しており、1986年以来約",[33,50818,50819],{},"40年ぶり","の円安水準が続いている（",[22,50822,50825],{"href":50823,"rel":50824},"https:\u002F\u002Fmedia.rakuten-sec.net\u002Farticles\u002F-\u002F53002",[26],"楽天証券・トウシル",[11,50827,50828,50829,50832,50833,50836,50837,50841,50842,42],{},"一方、7月31日（明日）に結果が公表される",[33,50830,50831],{},"日銀の金融政策決定会合","では、政策金利は現行の",[33,50834,50835],{},"1.00%で据え置き","との見方が大勢だ（",[22,50838,1686],{"href":50839,"rel":50840},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260729\u002F863472.html",[26],"）。焦点は同時に公表される四半期ごとの「経済・物価情勢の展望（展望レポート）」の内容と、植田総裁の記者会見で今後の利上げペースについてどう語るかに移っている（",[22,50843,2246],{"href":50844,"rel":50845},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-29\u002FTIK4M9KK3NY900",[26],[15,50847,45],{"id":45},[11,50849,50850],{},"前場の反発はあくまで「売られすぎ」の自律反発の性格が強く、163円台の円安水準が家計の輸入物価高（食料・エネルギー）を下押しする構図は変わっていない。日銀会合で追加利上げへの姿勢や、円安への警戒感が示されるかどうかが、このまま円安が続くかの分岐点になりそうだ。",[15,50852,51],{"id":51},[11,50854,50855],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50857},[50858,50859,50860],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"アドバンテストの好決算を受けてAI半導体株が自律反発し、前場の日経平均は784円高と3日ぶりに反発。一方、円相場は約40年ぶりの安値圏163円台が続く。7月31日の日銀会合が次の焦点。",{},"\u002Freading\u002Farticles\u002F2026-07-30-nikkei-rebound-advantest-boj-eve","2026-07-30T13:00:00+09:00",{"title":50773,"description":50861},"reading\u002Farticles\u002F2026-07-30-nikkei-rebound-advantest-boj-eve",[73,236],"0zPxk2cs71Nnou6hK1VS17lIFYPH2S8axFPsuy6WBQM",{"id":50870,"title":50871,"author":6,"body":50872,"category":62,"dataDate":6,"date":50762,"description":50932,"extension":65,"image":6,"meta":50933,"navigation":67,"path":50934,"publishedAt":50935,"seo":50936,"stem":50937,"tags":50938,"type":6,"updated":6,"__hash__":50939},"articles\u002Freading\u002Farticles\u002F2026-07-30-fomc-rate-hold-hawkish-yen-weakness.md","FRB5会合連続で金利据え置き、タカ派シグナル強まる──ドル円163円台、家計負担続く",{"type":8,"value":50873,"toc":50927},[50874,50877,50879,50887,50895,50902,50910,50917,50919,50922,50924],[11,50875,50876],{},"米連邦準備制度理事会（FRB）は現地時間7月29日のFOMC（連邦公開市場委員会）で政策金利（フェデラルファンド金利）を現行の3.50〜3.75%に据え置くと決定した。5会合連続の据え置きとなったが、3名の委員が利上げを主張して反対票を投じており、市場にはタカ派シグナルとして受け止められている。",[15,50878,17],{"id":17},[11,50880,50881,50882,42],{},"FOMC決定は9対3の賛成多数。クリーブランド連銀・ミネアポリス連銀・ダラス連銀の3総裁が利上げを訴えて反対した（",[22,50883,50886],{"href":50884,"rel":50885},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fb0f8e2fbb9cec2150a0d477b2051e8fb71965095",[26],"時事通信 via Yahoo!ニュース",[11,50888,50889,50890,50894],{},"ウォーシュFRB議長は記者会見で「インフレ目標は2%だけだ」と述べ、インフレ抑制を最優先課題と改めて強調した（",[22,50891,315],{"href":50892,"rel":50893},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN29CM30Z20C26A7000000\u002F",[26],"）。2026年5月時点の米消費者物価指数（CPI）は前年同月比4.2%上昇と目標の2倍超が続いており、次の9月会合での利上げ観測が市場で根強い。",[11,50896,50897,50898,42],{},"ドル円相場は、FOMC後にドル売りが進み一時163円35〜45銭台に反発（円高・ドル安方向）したが、依然として1986年12月以来約40年ぶりの円安水準にある（",[22,50899,315],{"href":50900,"rel":50901},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL29C8D0Z20C26A7000000\u002F",[26],[11,50903,50904,50905,42],{},"家計への試算では、昨年の平均レート（1ドル＝149.7円）と現在の163円台を比較した場合、2人以上の世帯で年間平均約1.7万円の負担増になると報じられている（",[22,50906,50909],{"href":50907,"rel":50908},"https:\u002F\u002Ftopics.smt.docomo.ne.jp\u002Farticle\u002Ftbs\u002Fbusiness\u002Ftbs-2821211",[26],"TBS NEWS via dメニューニュース",[11,50911,50912,50913,42],{},"米国株は、FOMC前日（現地7月28日）にダウ平均が前日比約597ドル高と上昇した一方、ナスダックは小幅安で引けた。AI関連銘柄への過剰投資懸念がナスダックの重しになっているとの見方もある（",[22,50914,11579],{"href":50915,"rel":50916},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F374486",[26],[15,50918,45],{"id":45},[11,50920,50921],{},"反対票を投じた委員が3人いることは、次の9月会合に向けてFRBの追加利上げ観測を市場に意識させる。米金利が上昇（またはその予想が維持）されれば日米金利差が広がりやすく、円安圧力が続く可能性がある。輸入依存度が高い日本では食料・エネルギーを中心に生活コストへの波及が長引くリスクに引き続き注意が必要だ。",[15,50923,51],{"id":51},[11,50925,50926],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場や物価を予測・保証するものでもありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":50928},[50929,50930,50931],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年7月29日のFOMCで米FRBが政策金利を5会合連続で据え置いた。ただし3人の委員が利上げを主張して反対票を投じており、秋の利上げ観測が根強い。ドル円は163円台と約40年ぶりの円安水準が続く。",{},"\u002Freading\u002Farticles\u002F2026-07-30-fomc-rate-hold-hawkish-yen-weakness","2026-07-30T09:00:00+09:00",{"title":50871,"description":50932},"reading\u002Farticles\u002F2026-07-30-fomc-rate-hold-hawkish-yen-weakness",[236,73],"DpJw5oqWxB5WFJpQ85T0sL8_rJ2WBr8Ug0_PTQU23Uw",{"id":50941,"title":50942,"author":6,"body":50943,"category":52066,"dataDate":52067,"date":52067,"description":52068,"extension":65,"image":6,"meta":52069,"navigation":67,"path":52070,"publishedAt":52071,"seo":52072,"stem":52073,"tags":52074,"type":52077,"updated":6,"__hash__":52078},"articles\u002Freading\u002Farticles\u002Frakumachi-lee-suda-kospi-korea-review.md","【検証】楽待「韓国市場は賭博場・KOSPI急落」は本当か──李相哲×須田慎一郎をデータでレビュー",{"type":8,"value":50944,"toc":52052},[50945,50960,50983,50996,50999,51015,51019,51026,51091,51095,51098,51450,51465,51469,51500,51505,51508,51526,51530,51628,51633,51637,51703,51733,51772,51775,51830,51834,52002,52007,52010,52045,52047],[11,50946,50947,50948,50951,50952,50955,50956,50959],{},"不動産投資メディア「楽待（RAKUMACHI）」が2026年7月29日に公開した約33分の対談動画は、KOSPIが2営業日連続でサーキットブレーカーを発動するという最悪のタイミングで、",[33,50949,50950],{},"「韓国株の上昇は国民年金と政策が押し上げた人為的なものだ」（李相哲氏）","という見立てを軸に、借金投資（빚투）・政治と財閥の距離・日本への波及までを一気に語った回です。本記事では、動画で示された論点のうち",[33,50953,50954],{},"数字で確かめられるもの","を、韓国メディアの一次報道と当メディアの市場記録で検証します。結論を先に言えば、",[33,50957,50958],{},"市場の構造に関する指摘——国民年金の買い支え、外国人の売り越し、半導体2社への一極集中、レバレッジETFの惨状——は、公開データときれいに一致","します。一方で、電力インフラや国民年金の売却規模といった細部の数字には事実と逆のもの・過大なものが混じっており、韓国社会全体の「モラル」に踏み込む部分は、データではなく話し手の見解です。",[50961,50962,50963,50973],"verdict-box",{},[11,50964,50965,50968,50969,50972],{},[33,50966,50967],{},"動画の評価："," 「KOSPIの上昇を誰が買い支えたのか」を年金・外国人・個人の資金フローから説明する骨格は、韓国メディアの報道と高い精度で一致する。半導体2社がKOSPI時価総額の6割を占めるという一極集中と、単一銘柄レバレッジETFの損失は、日本の投資家にとっても他人事ではない。一方で、",[33,50970,50971],{},"原発の稼働状況・国民年金が売るべき金額・造船の業況","には明確な誤りがあり、韓国社会の「モラル崩壊」という一般化はデータで裏づけられていない。",[11,50974,50975,50978,50979,50982],{},[33,50976,50977],{},"視聴をすすめる人："," 日本株の急落が「韓国発」と言われる理由を、指数の中身から理解したい人。 ",[33,50980,50981],{},"すすめない人："," 個別の数字をそのまま引用したい人、韓国の社会評価そのものを目的に見る人。",[50984,50985,50986],"callout",{},[11,50987,50988,50991,50992,50995],{},[33,50989,50990],{},"ソースについての注記："," 楽待チャンネルは切り抜き・再編集・転載を禁止しているため、本記事は",[33,50993,50994],{},"逐語の書き起こしや発言の引用は行いません","。章立ては概要欄で公開されているチャプター（一次情報）に基づき、各章の説明は動画の主旨に沿った編集部の要約です。検証は、動画で示された論点を公開データに突き合わせる形で行っています。",[15,50997,50998],{"id":50998},"レビュー対象の動画",[51000,51001,51008],"video-card",{"cast":51002,"date":51003,"theme":51004,"thumb":51005,"title":51006,"url":51007},"李相哲氏（龍谷大学教授・朝鮮半島／東アジア研究）／須田慎一郎氏（ジャーナリスト・聞き手）","2026年7月29日公開（楽待 RAKUMACHI）","KOSPI急落の背景／国民年金による買い支え／借金投資（빚투）と個人投資家の損失／政治と財閥の距離／半導体2社への一極集中／日本経済への波及","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002F57LHq9LjcXw\u002Fhqdefault.jpg","【韓国市場は賭博場!?】KOSPI急落…「借金しても株を買え」金融市場のモラルが崩壊する、韓国社会の実態《李相哲×須田慎一郎・前編》","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=57LHq9LjcXw",[11,51009,51010,51011,51014],{},"約33分の対談（前編）。経済アナリストではなく",[33,51012,51013],{},"朝鮮半島の政治・社会を専門とする研究者","が、株価を政治の側から読む構成です。個別銘柄の推奨ではなく、市場の値動きの背後にある制度・政策・世論が主題になっています。",[15,51016,51018],{"id":51017},"動画の内容チャプター別1分要約","動画の内容（チャプター別1分要約）",[11,51020,51021,51022],{},"約33分の対談を、概要欄のチャプターに沿って1〜2文で要約します。",[51023,51024,51025],"small",{},"※見出しは概要欄の目次（一次情報）、要約は動画の主旨に基づく編集部整理で、発言の逐語ではありません。",[51027,51028,51029,51037,51048,51055,51066,51073,51080],"chapters",{},[51030,51031,51034],"chapter",{"title":51032,"ts":51033},"オープニング","00:00",[11,51035,51036],{},"テーマは「賭博場と化す韓国市場」。半導体ショックがKOSPIを直撃するなか、朝鮮半島問題を専門とする龍谷大学教授の李相哲氏に、ジャーナリストの須田慎一郎氏が話を聞く導入です。",[51030,51038,51041],{"title":51039,"ts":51040},"賭博場と化す韓国市場","00:05",[11,51042,51043,51044,51047],{},"李氏は、KOSPIの上昇を",[33,51045,51046],{},"「マーケットの要求ではなく政治的意図が反映された動き」","と整理します。李在明大統領が「KOSPI 5000」を選挙公約に掲げ、就任時に3000台だった指数が9000台まで駆け上がった経緯を挙げ、指数と大統領支持率が連動していた点を指摘します。",[51030,51049,51052],{"title":51050,"ts":51051},"国民年金で株価を下支えする構造","03:49",[11,51053,51054],{},"上昇の担い手として名指しされるのが国民年金です。国内株式に投じられる比率の上限が引き上げられ、実際の保有比率はさらにその上を行っている——規定どおりに戻すなら売らなければならないのに売れない、という膠着が語られます。外国人投資家がすでに大きく売り越していることにも触れられます。",[51030,51056,51059],{"title":51057,"ts":51058},"借金投資と金融モラルの崩壊","07:08",[11,51060,51061,51062,51065],{},"韓国では株式投資人口が国民の3人に1人に達し、そのうち相当部分がサムスン電子とSKハイニックスに集中していること、この2銘柄だけに2倍のレバレッジ商品が用意されていることが問題視されます。「빚투（借金投資）」という言葉の定着、当局者が借入による投資を後押しするような発言をしたこと、政権が延滞債務の減免を進めていることを挙げ、",[33,51063,51064],{},"金融市場のモラルが崩れている","というのが李氏の見立てです。",[51030,51067,51070],{"title":51068,"ts":51069},"政治がサムスンを支配する危険","17:28",[11,51071,51072],{},"政権が半導体大手に対し、与党の地盤である湖南地域への巨額投資を事実上求めた——という報じられ方を紹介し、8月17日の与党代表選をにらんだ政治日程との近さを指摘します。電力・用水といったインフラの裏づけが乏しいまま発表が先行していること、過去に大統領と対立した財閥が解体された歴史があるために企業が逆らえない構図が語られます。",[51030,51074,51077],{"title":51075,"ts":51076},"KOSPI反転の見通しと個人投資家の損失","23:34",[11,51078,51079],{},"指数は9000台から6000台まで落ち、その後は上下を繰り返す膠着状態にある、というのが収録時点の状況認識。高値圏で買った個人は少なくとも2割、レバレッジをかけていれば4割以上の含み損を抱えているはずだと述べ、造船・石油化学が振るわないなかで半導体まで崩れた場合の韓国経済への打撃に懸念を示します。",[51030,51081,51084],{"title":51082,"ts":51083},"韓国リスクが日本経済に波及する","27:28",[11,51085,51086,51087,51090],{},"韓国製半導体が世界のサプライチェーンを支えている以上、韓国側の変調は日本にも及ぶ、という整理。中国勢の追い上げと米国の関税という不確定要因も挙げつつ、",[33,51088,51089],{},"「韓国社会の安定そのものがKOSPIと連動している」","という見方で前編を締めます。",[15,51092,51094],{"id":51093},"独自検証動画の主張は本当かデータと突き合わせた","【独自検証】動画の主張は本当か？データと突き合わせた",[11,51096,51097],{},"動画で語られた論点のうち、数字や事実で確かめられるものを韓国メディアの一次報道と当メディアの記録に突き合わせました。",[13939,51099,51100],{},[2752,51101,51102,51115],{},[2755,51103,51104],{},[2758,51105,51106,51109,51112],{},[2761,51107,51108],{},"動画の主張",[2761,51110,51111],{},"検証結果",[2761,51113,51114],{},"判定",[2768,51116,51117,51132,51144,51161,51177,51189,51201,51216,51234,51246,51259,51276,51293,51306,51322,51340,51356,51373,51390,51407,51424,51437],{},[2758,51118,51119,51122,51125],{},[2773,51120,51121],{},"李在明大統領は「KOSPI 5000」を公約に掲げ、就任時3000台だった指数が9000台まで上がった",[2773,51123,51124],{},"KOSPIは2026年1月22日に5000、2月25日に6000を突破し、6月18日に史上初の9000台（9,063.84）へ。6月19日には場中に9,385.59の最高値をつけた。公約・水準とも整合。",[2773,51126,51127],{},[51128,51129,51131],"judge",{"type":51130},"ok","○ 整合",[2758,51133,51134,51137,51140],{},[2773,51135,51136],{},"その上昇は国民年金が支えている面がある",[2773,51138,51139],{},"政府は「KOSPI 5000時代」実現に向けて国民年金の国内株式比率引き上げを促し、大統領自身も保有比率の引き下げに反対を表明。構図としては報道と整合。",[2773,51141,51142],{},[51128,51143,51131],{"type":51130},[2758,51145,51146,51149,51156],{},[2773,51147,51148],{},"国内株式の目標比率を法律・規定で14%台から20%に上げ、実際は28%程度まで買っている",[2773,51150,51151,51152,51155],{},"5月28日の基金運用委員会で目標比重を",[33,51153,51154],{},"14.9%→20.8%","へ引き上げ。戦略的配分±6pt＋戦術的配分±2ptで最大28.8%まで許容され、市場推計の実際比率は約30%。細部の数字は違うが構図は整合。",[2773,51157,51158],{},[51128,51159,51160],{"type":51130},"○ おおむね整合",[2758,51162,51163,51166,51173],{},[2773,51164,51165],{},"外国人投資家はすでに100兆ウォンを売った",[2773,51167,51168,51169,51172],{},"2026年5月7日から7月1日までの累計で約",[33,51170,51171],{},"101兆ウォン","の売り越し。同期間に個人が84兆ウォン、機関が15兆ウォンの買い越し。整合。",[2773,51174,51175],{},[51128,51176,51131],{"type":51130},[2758,51178,51179,51182,51185],{},[2773,51180,51181],{},"サムスン電子とSKハイニックスでKOSPI時価総額の6割を占める",[2773,51183,51184],{},"WSJが7月1日に「2社合算比率が過去最高の60%へ拡大」と報道（2年前は約40%、6月19日時点で54.76%）。整合。",[2773,51186,51187],{},[51128,51188,51131],{"type":51130},[2758,51190,51191,51194,51197],{},[2773,51192,51193],{},"株式投資人口は1450万人、国民の3人に1人",[2773,51195,51196],{},"韓国預託決済院の集計で2025年末時点の個人投資家は1,456万人。「3人に1人」という表現も報道で定着。整合。",[2773,51198,51199],{},[51128,51200,51131],{"type":51130},[2758,51202,51203,51206,51212],{},[2773,51204,51205],{},"2社連動のレバレッジETFに14兆ウォンが流入し、ピークから70%下落した",[2773,51207,51208,51209,5863],{},"単一銘柄レバレッジETFは5月27日上場で、7月下旬までの累計流入は13兆〜15兆ウォン。KODEX SKハイニックス単一銘柄レバレッジは上場価23,450ウォンから9,930ウォンへ（▲57.65%）、高値比では約78%が消失。",[33,51210,51211],{},"実際の傷はむしろ動画の説明より深い",[2773,51213,51214],{},[51128,51215,51131],{"type":51130},[2758,51217,51218,51221,51228],{},[2773,51219,51220],{},"サムスンは史上最大の利益を出し、労組のストで1人6億ウォン（日本円6,000万円超）が分配された",[2773,51222,51223,51224,51227],{},"金額は整合（2026年5月21日の労使合意で半導体部門は最大6億ウォン程度）。ただし",[33,51225,51226],{},"ストは実施されていない","。総ストライキ突入の1時間30分前に暫定合意が成立しており、「ストを起こして分配させた」という経緯は不正確。",[2773,51229,51230],{},[51128,51231,51233],{"type":51232},"caution","△ 金額は正・経緯は不正確",[2758,51235,51236,51239,51242],{},[2773,51237,51238],{},"「빚투（借金投資）」が広がり、借金して株を買う個人が多い",[2773,51240,51241],{},"銀行のマイナス通帳（当座貸越）残高は5月に41兆ウォンを突破、信用取引による投資は半年で10兆ウォン増。中央銀行も個人の損失拡大を警戒。整合。",[2773,51243,51244],{},[51128,51245,51131],{"type":51130},[2758,51247,51248,51251,51254],{},[2773,51249,51250],{},"金融当局のトップが「マイナス通帳を使ってでも株を買え」と発言した",[2773,51252,51253],{},"国会で「借金投資を勧めた高位当局者」への批判が出ており、当局者の発言が問題視されたのは事実。ただし逐語の発言内容は当メディアでは確認できず、当局者の特定にも幅がある。",[2773,51255,51256],{},[51128,51257,51258],{"type":51232},"△ 裏づけ不足",[2758,51260,51261,51264,51271],{},[2773,51262,51263],{},"政権は返せない人の借金を（日本円で800万円ほどまで）帳消しにしている",[2773,51265,51266,51267,51270],{},"バッドバンク方式の債務調整は実在するが、対象は",[33,51268,51269],{},"7年以上延滞した5,000万ウォン（約550万円）以下の無担保債権","で、113万人・16.4兆ウォン規模。株式投資の借金を対象にした制度ではない。",[2773,51272,51273],{},[51128,51274,51275],{"type":51232},"△ 制度は実在・中身は不正確",[2758,51277,51278,51281,51288],{},[2773,51279,51280],{},"家計負債はGDPの78%程度",[2773,51282,51283,51284,51287],{},"GDP比家計負債は2021年3Qの99.2%をピークに低下し、2026年は半導体特需による名目GDPの急拡大でさらに低下（6年3カ月ぶり低水準）。水準感としては整合するが、",[33,51285,51286],{},"比率低下は借金が減ったからではなく分母が膨らんだため","で、残高自体は増え続けている。",[2773,51289,51290],{},[51128,51291,51292],{"type":51130},"○ 水準は整合",[2758,51294,51295,51298,51301],{},[2773,51296,51297],{},"サムスン1社で韓国GDPの24%を占める",[2773,51299,51300],{},"半導体は2026年の輸出の24.5%（年央には38%まで拡大）を占め、この数字とは一致する。ただしサムスン電子の通期売上高予想625兆ウォンを名目GDPと比べると2割前後で、そもそも売上高と付加価値（GDP）の比較は性質が異なる。",[2773,51302,51303],{},[51128,51304,51305],{"type":51232},"△ 指標の取り違え",[2758,51307,51308,51311,51317],{},[2773,51309,51310],{},"政権が半導体大手に湖南への800兆ウォン投資を事実上求め、8月17日の与党代表選が背景にある",[2773,51312,51313,51314,5863],{},"6月29日発表の3大メガプロジェクト（半導体・フィジカルAI・AIデータセンター、総額約1,500兆ウォン）の一環として、サムスンとSKが各400兆ウォン・計800兆ウォンで湖南に4基を建設する計画。民主党の代表を選ぶ全党大会が8月17日開催なのも事実。",[33,51315,51316],{},"事実関係は整合、動機の断定は話し手の見解",[2773,51318,51319],{},[51128,51320,51321],{"type":51130},"○ 事実は整合",[2758,51323,51324,51327,51334],{},[2773,51325,51326],{},"建設予定地の原発は6基あるが、使えるのは1基しかない",[2773,51328,51329,51330,51333],{},"事実と逆。霊光のハンビッ原発は6基のうち1号機が2025年12月に停止、2号機が2026年9月に停止予定で、",[33,51331,51332],{},"3〜6号機の停止は2034〜2042年","。現時点で稼働できるのは1基ではなく5基。",[2773,51335,51336],{},[51128,51337,51339],{"type":51338},"ng","✕ データと矛盾",[2758,51341,51342,51345,51352],{},[2773,51343,51344],{},"半導体工場の稼働には原発20基分の電力が必要",[2773,51346,51347,51348,51351],{},"韓国水力原子力の試算で、発表済みの半導体工場とAIデータセンターに追加で必要な電力は24.3GW＝大型原発約20基分。",[33,51349,51350],{},"電力不足という論点自体は正しい","（政府は湖南に6.3GW・用水65万トンの供給を約束したが、送電網と水源の裏づけに議論がある）。",[2773,51353,51354],{},[51128,51355,51131],{"type":51130},[2758,51357,51358,51361,51368],{},[2773,51359,51360],{},"造船と石油化学がイランとの戦争で不振",[2773,51362,51363,51364,51367],{},"半分だけ正しい。石油化学はナフサ高騰の一巡後に構造的な供給過剰へ向かうとされる一方、",[33,51365,51366],{},"造船はイラン情勢後のLNG需要で代表的な受益セクター","と整理されている。造船まで不振とするのは事実と異なる。",[2773,51369,51370],{},[51128,51371,51372],{"type":51338},"✕ 造船は逆",[2758,51374,51375,51378,51385],{},[2773,51376,51377],{},"国民年金が規定どおりなら売らなければならない金額は250兆ウォン",[2773,51379,51380,51381,51384],{},"各社の推計は、KOSPI 8,500水準で14.7兆〜51.2兆ウォン、9,000水準で37.3兆〜74.4兆ウォン。",[33,51382,51383],{},"250兆ウォンという規模の推計は確認できない","。なお国民年金は1日あたりの強制売却額を9,100億→2,250億ウォンへ落として速度を調整している。",[2773,51386,51387],{},[51128,51388,51389],{"type":51338},"✕ 過大",[2758,51391,51392,51395,51402],{},[2773,51393,51394],{},"指数は6000台から7000台半ばで行ったり来たりしている",[2773,51396,51397,51398,51401],{},"収録時点の認識で、公開時点では成立していない。",[33,51399,51400],{},"7月28日にKOSPIは10.62%安の6,038.27、29日にはさらに5.98%安の5,663.24（場中安値5,262.77）","と6000を明確に割り込み、2営業日連続でサーキットブレーカーが発動した。",[2773,51403,51404],{},[51128,51405,51406],{"type":51338},"✕ 公開時点で下抜け",[2758,51408,51409,51412,51419],{},[2773,51410,51411],{},"高値で買った人は2割以上、レバレッジなら4割以上の含み損",[2773,51413,51414,51415,51418],{},"過小。6月19日の場中最高値9,385.59から7月29日終値5,663.24までで",[33,51416,51417],{},"指数だけで約▲40%","、レバレッジETFは高値比で約78%が消失している。",[2773,51420,51421],{},[51128,51422,51423],{"type":51232},"△ 実際はより深い",[2758,51425,51426,51429,51432],{},[2773,51427,51428],{},"韓国社会の安定はKOSPIと連動している",[2773,51430,51431],{},"大統領支持率は7月27日公表のリアルメーター調査で46.3%と2週連続低下し、不動産批判に加えて株価急落などの経済悪材料が要因に挙げられている。傍証はあり、構造の説明として妥当。",[2773,51433,51434],{},[51128,51435,51436],{"type":51130},"○ 構造として妥当",[2758,51438,51439,51442,51445],{},[2773,51440,51441],{},"韓国は借りたものを返さない人が多く、返すつもりなく借りる人もたくさんいる",[2773,51443,51444],{},"検証できない一般化。GDP比の家計負債が高水準であることは事実だが、それは「返す意思がない」ことの証拠ではない。動画内でもデータは示されておらず、話し手の印象にもとづく評価。",[2773,51446,51447],{},[51128,51448,51449],{"type":51338},"✕ 根拠が示されていない",[11,51451,51452,51453,51456,51457,51460,51461,51464],{},"判定の凡例： ",[51128,51454,51455],{"type":51130},"○"," データ・事実と整合 ／ ",[51128,51458,51459],{"type":51232},"△"," 前提つき・補足が必要 ／ ",[51128,51462,51463],{"type":51338},"✕"," データと矛盾・根拠不足",[15,51466,51468],{"id":51467},"数字で見るkospiの40下落","数字で見る「KOSPIの40%下落」",[51470,51471,51472,51480,51487,51493],"stat-grid",{},[51473,51474,51477],"stat",{"unit":51475,"value":51476},"ポイント","5,663",[11,51478,51479],{},"7月29日のKOSPI終値（▲5.98%）。6月19日の場中最高値9,385.59から約▲40%",[51473,51481,51484],{"unit":51482,"value":51483},"%","60",[11,51485,51486],{},"サムスン電子＋SKハイニックスがKOSPI時価総額に占める比率（WSJ・7月1日）",[51473,51488,51490],{"unit":51482,"value":51489},"約78",[11,51491,51492],{},"SKハイニックス単一銘柄レバレッジETFの高値からの下落率。5月27日の上場から2カ月",[51473,51494,51497],{"unit":51495,"value":51496},"兆ウォン","101",[11,51498,51499],{},"外国人投資家の売り越し額（2026年5月7日〜7月1日の累計）",[11,51501,51502],{},[51023,51503,51504],{},"※KOSPI・個別ETFの水準は韓国メディア報道、投資主体別売買は集計ベース、日経平均は当メディアの市場記録です（データ基準日：2026年7月29日）。",[8668,51506,51507],{"id":51507},"あわせて押さえたい用語",[51509,51510,51511,51517,51521],"term-chips",{},[51512,51513,51516],"term-chip",{"href":51514,"note":51515},"\u002Freading\u002Farticles\u002Fwhat-is-market-cap\u002F","用語","時価総額とは",[51512,51518,51520],{"href":51519,"note":51515},"\u002Freading\u002Farticles\u002Fwhat-is-stop-low\u002F","ストップ安とは",[51512,51522,51525],{"href":51523,"note":51524},"\u002Freading\u002Farticles\u002Freading-inflation-theory\u002F","基礎","論者の主張をデータで読む",[15,51527,51529],{"id":51528},"この動画に関連する銘柄指標","この動画に関連する銘柄・指標",[13939,51531,51532],{},[2752,51533,51534,51547],{},[2755,51535,51536],{},[2758,51537,51538,51541,51544],{},[2761,51539,51540],{},"ティッカー",[2761,51542,51543],{},"銘柄・指数",[2761,51545,51546],{},"動画内の文脈と注目ポイント",[2768,51548,51549,51563,51576,51589,51602,51615],{},[2758,51550,51551,51557,51560],{},[2773,51552,51553],{},[51554,51555,51556],"code",{},"KOSPI",[2773,51558,51559],{},"韓国総合株価指数",[2773,51561,51562],{},"6\u002F19に場中9,385.59の最高値。7\u002F28に▲10.62%、7\u002F29に▲5.98%と2営業日連続でサーキットブレーカー発動",[2758,51564,51565,51570,51573],{},[2773,51566,51567],{},[51554,51568,51569],{},"005930",[2773,51571,51572],{},"サムスン電子",[2773,51574,51575],{},"7\u002F28終値223,000ウォン（▲12.20%）。政権の湖南投資要請と労使の成果給合意の当事者",[2758,51577,51578,51583,51586],{},[2773,51579,51580],{},[51554,51581,51582],{},"000660",[2773,51584,51585],{},"SKハイニックス",[2773,51587,51588],{},"7\u002F28に▲13.00%の158万ウォン。4〜6月期は純利益93兆9,226億ウォンと最高益ながら市場予想に届かず",[2758,51590,51591,51596,51599],{},[2773,51592,51593],{},[51554,51594,51595],{},"285A",[2773,51597,51598],{},"キオクシアHD",[2773,51600,51601],{},"韓国発の連鎖売りで7\u002F28にストップ安、7\u002F29も約14%安。日本側で最も値動きが荒い銘柄",[2758,51603,51604,51609,51612],{},[2773,51605,51606],{},[51554,51607,51608],{},"8035",[2773,51610,51611],{},"東京エレクトロン",[2773,51613,51614],{},"7\u002F28〜29の日経平均下落の主因のひとつ。韓国勢の設備投資計画と表裏",[2758,51616,51617,51622,51625],{},[2773,51618,51619],{},[51554,51620,51621],{},"N225",[2773,51623,51624],{},"日経平均株価",[2773,51626,51627],{},"7\u002F28に2,566円安、7\u002F29に930円安。KOSPIの急落がそのまま波及した2日間",[11,51629,51630],{},[51023,51631,51632],{},"※本表は動画内での言及・テーマの整理であり、特定銘柄の売買を推奨するものではありません。",[15,51634,51636],{"id":51635},"編集部の見解同意する点しない点","編集部の見解：同意する点・しない点",[51638,51639,51640,51669],"opinion-grid",{},[51641,51642,51644,51649],"opinion",{"tone":51643},"agree",[51645,51646,51648],"h4",{"id":51647},"同意する点","✓ 同意する点",[443,51650,51651,51657,51663],{},[446,51652,51653,51656],{},[33,51654,51655],{},"「誰が買い支えているのか」から相場を見る視点","は有効だった。国民年金の比率引き上げ、外国人の101兆ウォン売り越し、個人の84兆ウォン買い越しという資金フローは、指数の上昇と下落の両方を素直に説明する",[446,51658,51659,51662],{},[33,51660,51661],{},"指数の中身が2銘柄で6割","という指摘は、日本の投資家にとっても直結する話。「韓国株を持っていない」つもりでも、AI・半導体を通じて同じ材料で動く資産を持っている人は多い",[446,51664,51665,51668],{},[33,51666,51667],{},"単一銘柄レバレッジ商品の危うさ","を早い段階で問題視した点は妥当。5月上場から2カ月で高値比78%というのは、日々の値動きを2倍で追う商品に構造的に内在する結果で、上下動が激しいほど元の水準に戻りにくくなる",[51641,51670,51672,51676],{"tone":51671},"counter",[51645,51673,51675],{"id":51674},"異論補足","✗ 異論・補足",[443,51677,51678,51684,51690,51696],{},[446,51679,51680,51683],{},[33,51681,51682],{},"細部の数字に事実誤認がある","。原発は「6基中1基しか使えない」ではなく現時点で5基が稼働、国民年金が売るべき額も250兆ウォンではなく数十兆ウォン規模の推計、造船はむしろ受益セクターとされている。論旨に説得力があるぶん、数字は引用前に確かめたい",[446,51685,51686,51689],{},[33,51687,51688],{},"相場観の部分は公開時点ですでに古い","。「6000〜7000台で膠着」という認識は、公開当日に指数が5,663まで落ちたことで崩れた。収録から公開までのタイムラグは、対談動画を判断材料にするときの構造的な弱点として意識したい",[446,51691,51692,51695],{},[33,51693,51694],{},"「韓国社会のモラル崩壊」という一般化は、データの裏づけがない","。借金投資が広がっているのは統計で確認できるが、そこから国民性の話に進む部分は検証の対象にならない見解であり、投資判断の材料にはならない",[446,51697,51698,51699,51702],{},"政治の関与を問題視する筋立て自体は理解できるが、",[33,51700,51701],{},"日本の投資家が使える形にすると「政策依存で上がった指数は政策が変われば下がる」という一般則","に落ちる。これは韓国に限った話ではなく、日本のGPIFや日銀ETF、米国の政策期待にも同じ物差しが当てられる",[51704,51705,51706],"editor-voice",{},[11,51707,51708,51711,51712,51715,51716,51719,51720,51724,51725,51728,51729,51732],{},[33,51709,51710],{},"当メディアの視点："," この動画から持ち帰るべきは韓国の評価ではなく、",[33,51713,51714],{},"自分の資産に同じ弱点がないかの点検","です。①",[33,51717,51718],{},"指数の中身を数える","——KOSPIが2銘柄で6割という極端な例は、日経平均やS&P500でもAI・半導体の比重が高まっている現実の拡大版です。7月28日の日経平均2,566円安、29日の930円安は、まさに韓国発の売りが直接伝わった結果でした。「インデックスだから分散できている」つもりでも、中身を見れば数銘柄に賭けている状態かもしれません。",[22,51721,51723],{"href":51722},"\u002Fdiagnosis\u002F","インフレ耐性診断・シミュレーター","で、この値動きに耐えられる配分かを確認してください。②",[33,51726,51727],{},"レバレッジは「時間」に弱い","——2倍のレバレッジ商品が上場2カ月で高値比78%減という結果は、日々リセットされる仕組みが上下動の激しい相場でどう効くかを示しています。NISAで積み立てている方には縁遠い商品ですが、「早く増やす」商品ほど戻りが遠いという原則は覚えておく価値があります。③",[33,51730,51731],{},"借金で投資しない","——動画が一貫して問題視していた빚투は、値動きそのものより「待てなくなる」ことが致命傷になります。現金は目減りする一方で、下落局面で選択肢を持つための原資でもあります。積立の継続と待機資金の確保は両立します。",[51734,51735,51736,51752],"fit-grid",{},[51737,51738,51741],"fit",{"title":51739,"tone":51740},"この動画をおすすめできる人","yes",[443,51742,51743,51746,51749],{},[446,51744,51745],{},"日本株の急落が「韓国発」と報じられる理由を、指数の中身と資金フローから理解したい人",[446,51747,51748],{},"政策・年金による株価の下支えが、どの局面でリスクに転じるのかを具体例で考えたい人",[446,51750,51751],{},"半導体サプライチェーンの上流で何が起きているかを、企業決算の外側からも把握したい人",[51737,51753,51756],{"title":51754,"tone":51755},"おすすめしない人","no",[443,51757,51758,51761,51764],{},[446,51759,51760],{},"動画内の数字をそのまま資料や投資判断に引用したい人（原発・年金の売却規模・造船の業況に誤りがあります）",[446,51762,51763],{},"直近の相場水準を知りたい人。収録と公開のタイムラグで、指数の認識が実際より高い水準のままになっています",[446,51765,51766,51767,51771],{},"これから投資を始める段階で、まず制度（NISA）と口座の基礎を固めたい人。まずは",[22,51768,51770],{"href":51769},"\u002Freading\u002Farticles\u002Fnew-nisa-getting-started\u002F","新NISAの始め方","から",[15,51773,51774],{"id":51774},"よくある質問",[51776,51777,51778,51794,51804,51814,51820],"faq",{},[51779,51780,51782],"faq-item",{"q":51781},"韓国株を持っていなくても関係ありますか？",[11,51783,51784,51785,7660,51789,51793],{},"関係します。7月28日の日経平均は2,566円安、29日は930円安と、いずれも韓国市場の急落やSKハイニックスの決算が起点でした。日本のインデックス投信にも半導体関連が多く含まれるため、NISAで積み立てているだけでも同じ材料で値動きを受けます。詳しくは",[22,51786,51788],{"href":51787},"\u002Freading\u002Farticles\u002F2026-07-28-nikkei-ai-semiconductor-selloff\u002F","7月28日の市場記録",[22,51790,51792],{"href":51791},"\u002Freading\u002Farticles\u002F2026-07-29-ai-semiconductor-selloff\u002F","7月29日の市場記録","をご覧ください。",[51779,51795,51797],{"q":51796},"レバレッジETFはなぜ株価の下落率より大きく下がるのですか？",[11,51798,51799,51800,51803],{},"日々の値動きの2倍を追う設計上、毎日リターンが計算し直されるためです。上下動が続くと、元の指数が同じ水準に戻ってもレバレッジ商品は元に戻りません（減価）。KODEX SKハイニックス単一銘柄レバレッジは上場価23,450ウォンから9,930ウォンへ約▲58%、高値からは約78%が消えました。原資産の下落率が10%台でも商品側が40%超下がる場面があるのはこのためで、",[33,51801,51802],{},"短期売買を前提にした商品","だと理解しておく必要があります。",[51779,51805,51807],{"q":51806},"国民年金が株を買い支えるのは韓国だけの話ですか？",[11,51808,51809,51810,51813],{},"仕組みとしては日本にもあります。GPIF（年金積立金管理運用独立行政法人）は国内株式を基本ポートフォリオの25%程度で保有し、日銀もかつてETFを買い入れていました。違いは",[33,51811,51812],{},"比率変更の速さと政治との距離","です。韓国では目標比重が14.9%から20.8%へ1年内に引き上げられ、大統領自身が保有比率の維持に言及しました。公的資金が買い手として大きいほど、政策変更が需給の転換点になりやすい、という点は日本にも当てはまります。",[51779,51815,51817],{"q":51816},"KOSPIはこの先どうなりますか？",[11,51818,51819],{},"誰にも分かりません。動画でも李氏は反転時期について「分からない」と述べています。確かなのは事実の側だけで、7月29日終値は5,663.24、6月19日の場中最高値から約40%下落し、2営業日連続でサーキットブレーカーが発動しました。証券各社は半導体銘柄の目標株価引き下げと「心理的な要因による過度な下落」という見方の両方を出しており、評価は割れています。当てにいくよりも、崩れても致命傷にならない配分にしておく順番をおすすめします。",[51779,51821,51823],{"q":51822},"この動画の内容はどこまで信用していいですか？",[11,51824,51825,51826,51829],{},"市場の構造（誰が買い、誰が売っているか／指数の中身／レバレッジ商品の損失）については、韓国メディアの報道と高い精度で一致しました。一方で、電力インフラ・国民年金の売却規模・造船の業況には明確な誤りがあります。話し手は経済アナリストではなく政治・社会の研究者であり、",[33,51827,51828],{},"政治の力学を読む部分に強く、個別の経済統計は裏づけを取ってから使う","——という受け取り方が実務的です。韓国社会のモラルに関する評価は、検証の対象にならない見解として区別してください。",[15,51831,51833],{"id":51832},"出典参照データ","出典・参照データ",[51835,51836,51837],"sources",{},[10814,51838,51839,51847,51855,51863,51871,51879,51893,51906,51914,51922,51935,51943,51956,51964,51972,51980,51993],{},[446,51840,51841,51842,51846],{},"レビュー対象動画：",[22,51843,51845],{"href":51007,"rel":51844},[26],"【韓国市場は賭博場!?】KOSPI急落…「借金しても株を買え」金融市場のモラルが崩壊する、韓国社会の実態《李相哲×須田慎一郎・前編》（楽待 RAKUMACHI・YouTube）"," 2026\u002F7\u002F29公開・約33分",[446,51848,51849,51850],{},"7月29日のKOSPI：",[22,51851,51854],{"href":51852,"rel":51853},"https:\u002F\u002Fwww.hankookilbo.com\u002Fnews\u002Farticle\u002FA2026072915060003113",[26],"폭락, 또 폭락…\"공포에 던졌다\" 반도체 쇼크에 코스피 연일 패닉（韓国日報・2026\u002F7\u002F29）",[446,51856,51857,51858],{},"7月28日のサーキットブレーカー：",[22,51859,51862],{"href":51860,"rel":51861},"https:\u002F\u002Fwww.fnnews.com\u002Fnews\u002F202607281227037163",[26],"코스피 10%·코스닥 8% 급락에 양시장 서킷브레이커 발동（ファイナンシャルニュース・2026\u002F7\u002F28）",[446,51864,51865,51866],{},"6月19日の史上最高値：",[22,51867,51870],{"href":51868,"rel":51869},"https:\u002F\u002Fwww.news1.kr\u002Ffinance\u002Fmarket-exr\u002F6202816",[26],"코스피, 장중 9385 찍고 하락 마감（ニュース1・2026\u002F6\u002F19）",[446,51872,51873,51874],{},"半導体2社の時価総額比率：",[22,51875,51878],{"href":51876,"rel":51877},"https:\u002F\u002Feconomist.co.kr\u002Farticle\u002Fview\u002Fecn202607030007",[26],"WSJ「삼성·SK하이닉스 비중 60%…한국 증시 AI 반도체 의존 심화」（イコノミスト・2026\u002F7\u002F3）",[446,51880,51881,51882,51887,51888],{},"国民年金の国内株式比率：",[22,51883,51886],{"href":51884,"rel":51885},"https:\u002F\u002Fbiz.heraldcorp.com\u002Farticle\u002F10758331",[26],"코스피 랠리에 국민연금 전략 수정…국내주식 20.8%로（ヘラルド経済）"," ／ ",[22,51889,51892],{"href":51890,"rel":51891},"https:\u002F\u002Fwww.fnnews.com\u002Fnews\u002F202607011537017319",[26],"국민연금 리밸런싱 '매도 폭탄' 나올까（ファイナンシャルニュース・2026\u002F7\u002F1）",[446,51894,51895,51896,51887,51901],{},"3大メガプロジェクトと湖南投資：",[22,51897,51900],{"href":51898,"rel":51899},"https:\u002F\u002Fwww.khan.co.kr\u002Farticle\u002F202606291914001\u002F",[26],"정부 \"반도체 등 3대 메가프로젝트에 약 1500조원 투자\"…반도체 팹 4기 호남권에 800조원 투자（京郷新聞・2026\u002F6\u002F29）",[22,51902,51905],{"href":51903,"rel":51904},"https:\u002F\u002Fbiz.heraldcorp.com\u002Farticle\u002F10792645",[26],"삼성·SK, 총 800조 투하…호남 첫 '메가 팹' 청사진 공개（ヘラルド経済）",[446,51907,51908,51909],{},"湖南の電力・原発：",[22,51910,51913],{"href":51911,"rel":51912},"https:\u002F\u002Fbiz.newdaily.co.kr\u002Fsite\u002Fdata\u002Fhtml\u002F2026\u002F07\u002F02\u002F2026070200118.html",[26],"태양광 넘치는 호남, 정작 반도체 돌릴 전기는 태부족…\"한빛원전 연장, 신규 원전 절실\"（ニューデイリー・2026\u002F7\u002F2）",[446,51915,51916,51917],{},"サムスンの成果給合意：",[22,51918,51921],{"href":51919,"rel":51920},"https:\u002F\u002Fnews.nate.com\u002Fview\u002F20260521n03184",[26],"'파업 전날 극적 타결' 삼성전자 메모리 1인당 6억원（2026\u002F5\u002F21）",[446,51923,51924,51925,51887,51930],{},"レバレッジETFの損失と資金流入：",[22,51926,51929],{"href":51927,"rel":51928},"https:\u002F\u002Fwww.ebn.co.kr\u002Fnews\u002FarticleView.html?idxno=1718138",[26],"SK하이닉스 레버리지 고점 대비 78% 증발…개미 15조원 베팅（EBN）",[22,51931,51934],{"href":51932,"rel":51933},"https:\u002F\u002Fwww.fnnews.com\u002Fnews\u002F202607241128108691",[26],"레버리지 광풍 꺾였다…삼전·닉스 단일종목 ETF 14종 자금유입 '뚝'（ファイナンシャルニュース・2026\u002F7\u002F24）",[446,51936,51937,51938],{},"株式投資人口：",[22,51939,51942],{"href":51940,"rel":51941},"https:\u002F\u002Fwww.ajunews.com\u002Fview\u002F20260708102832709",[26],"주식투자는 4050의 전유물? '주식청년'도 급증세（アジア経済・2026\u002F7\u002F8）",[446,51944,51945,51946,51887,51951],{},"借金投資（빚투）：",[22,51947,51950],{"href":51948,"rel":51949},"https:\u002F\u002Fbiz.heraldcorp.com\u002Farticle\u002F10800670",[26],"주식 빚투 6개월새 10조나 증가…\"과도한 레버리지 가계 건전성 훼손\"（ヘラルド経済）",[22,51952,51955],{"href":51953,"rel":51954},"https:\u002F\u002Fwww.fnnews.com\u002Fnews\u002F202605210550529003",[26],"41조 돌파한 마이너스통장…\"주식 투자하느라 빚 안 갚는다\"（ファイナンシャルニュース・2026\u002F5\u002F21）",[446,51957,51958,51959],{},"債務調整（バッドバンク）：",[22,51960,51963],{"href":51961,"rel":51962},"https:\u002F\u002Fkr.investing.com\u002Fnews\u002Fstock-market-news\u002Farticle-1522647",[26],"이재명 표 배드뱅크 8000억 쏟는다…113만명 빚 16조 탕감（アルファ経済）",[446,51965,51966,51967],{},"造船・石油化学の業況：",[22,51968,51971],{"href":51969,"rel":51970},"https:\u002F\u002Fnewsway.co.kr\u002Fnews\u002Fview?ud=2026070309374505686",[26],"전쟁 끝나도 후폭풍···조선은 수혜, 석화는 공급과잉（ニュースウェイ・2026\u002F7\u002F3）",[446,51973,51974,51975],{},"与党代表選の日程：",[22,51976,51979],{"href":51977,"rel":51978},"https:\u002F\u002Fimnews.imbc.com\u002Fnews\u002F2026\u002Fpolitics\u002Farticle\u002F6828559_36911.html",[26],"與 \"당대표 선출 전당대회 8월 17일 개최‥권역별 순회경선\"（MBC）",[446,51981,51982,51983],{},"大統領支持率：",[22,51984,51987,51988,51992],{"href":51985,"rel":51986},"https:\u002F\u002Fwww.newspim.com\u002Fnews\u002Fview\u002F20260727000073",[26],"'근저당 매매'로 악화된 李지지율…2주 연속 하락해 46.3% ",[51989,51990,51991],"span",{},"리얼미터","（ニューススペース・2026\u002F7\u002F27）",[446,51994,51995,51996,51887,51999],{},"日本市場への波及：",[22,51997,51998],{"href":51787},"日経平均2566円安、韓国発AIショック再び（当メディア）",[22,52000,52001],{"href":51791},"日経平均930円安・SKハイニックス決算で半導体株安（当メディア）",[11,52003,52004],{},[51023,52005,52006],{},"※ 動画の内容の要約は、公開されている概要欄のチャプターと動画本編に基づく編集部整理です（逐語の引用・転載は行っていません）。本記事は動画の主張を公開情報・当メディアの市場記録で検証したものであり、将来の相場・株価を保証するものではありません。海外報道の数値は各媒体の集計・推計にもとづくもので、確定値ではない場合があります。",[15,52008,52009],{"id":52009},"あわせて読みたい",[52011,52012,52013,52021,52029,52037],"related-cards",{},[52014,52015,52018],"related-card",{"cat":52016,"desc":52017,"href":51787},"ニュース","KOSPI10.8%安が日経平均2566円安につながった1日の記録",[11,52019,52020],{},"日経平均2566円安、韓国発AIショック再び｜キオクシアがストップ安",[52014,52022,52026],{"cat":52023,"desc":52024,"href":52025},"マーケット","この記事で検証した「800兆ウォン投資」が発表される直前の解説","\u002Freading\u002Farticles\u002F2026-06-28-samsung-skhynix-semiconductor-investment\u002F",[11,52027,52028],{},"サムスン・SKハイニックスが週明けに巨額半導体投資計画を発表へ",[52014,52030,52034],{"cat":52031,"desc":52032,"href":52033},"論者・予想","同じ楽待チャンネルのAIバブル対談。財務からAI相場を点検する回","\u002Freading\u002Farticles\u002Frakumachi-kamioka-okawa-ai-bubble-review\u002F",[11,52035,52036],{},"楽待「AIバブル崩壊・『今回は違う』が崩壊のサイン」は本当か",[52014,52038,52042],{"cat":52039,"desc":52040,"href":52041},"初心者解説","「借金で投資しない」の裏返し。現金で待つことのコストを基礎から","\u002Freading\u002Farticles\u002Finflation-and-cash-risk\u002F",[11,52043,52044],{},"物価上昇が続くと現金の価値はどうなるのか",[15,52046,51],{"id":51},[50984,52048,52049],{},[11,52050,52051],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動きは予測できません。海外市場・海外制度に関する記述は各国メディアの報道および公表資料にもとづく編集部の整理であり、特定の国・地域・団体に対する評価を目的とするものではありません。記載の数値は本記事のデータ基準日（2026年7月29日）時点の報道・開示・当メディアの市場記録に基づき、後日修正される場合があります。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":52053},[52054,52055,52056,52057,52060,52061,52062,52063,52064,52065],{"id":50998,"depth":57,"text":50998},{"id":51017,"depth":57,"text":51018},{"id":51093,"depth":57,"text":51094},{"id":51467,"depth":57,"text":51468,"children":52058},[52059],{"id":51507,"depth":8742,"text":51507},{"id":51528,"depth":57,"text":51529},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},{"id":51,"depth":57,"text":51},"forecast","2026-07-29","楽待の対談動画「【韓国市場は賭博場!?】KOSPI急落…『借金しても株を買え』金融市場のモラルが崩壊する、韓国社会の実態」（李相哲×須田慎一郎）の主張を、KOSPIの終値・国民年金の運用比率・レバレッジETFの損失といった一次情報と当メディアの市場記録で検証します。",{},"\u002Freading\u002Farticles\u002Frakumachi-lee-suda-kospi-korea-review","2026-07-29T22:00:00+09:00",{"title":50942,"description":52068},"reading\u002Farticles\u002Frakumachi-lee-suda-kospi-korea-review",[52075,52066,28600,73,52076],"korea","asset-defense","video-review","jMjPbA2UXx7XNQAenoJ43uIRW4HHadZudijBtCRzbe4",{"id":52080,"title":52081,"author":6,"body":52082,"category":62,"dataDate":6,"date":52067,"description":52130,"extension":65,"image":6,"meta":52131,"navigation":67,"path":52132,"publishedAt":52133,"seo":52134,"stem":52135,"tags":52136,"type":6,"updated":6,"__hash__":52137},"articles\u002Freading\u002Farticles\u002F2026-07-29-ai-semiconductor-selloff.md","日経平均930円安で2日続落──SK ハイニックス決算「期待割れ」がAI半導体株を直撃",{"type":8,"value":52083,"toc":52125},[52084,52087,52089,52098,52107,52115,52117,52120,52122],[11,52085,52086],{},"7月29日の東京株式市場で、日経平均株価は前日比930.73円安の61,434.19円で取引を終えた。前日に2,500円超の急落があった後も売りが止まらず、6月25日につけた最高値72,366円からの下落幅は約11,000円（約15%）に拡大した。",[15,52088,17],{"id":17},[11,52090,52091,52092,52097],{},"発端は7月28日に発表された韓国・",[22,52093,52096],{"href":52094,"rel":52095},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-28\u002FTIWQ6NKIJH9500?srnd=jp-homepage",[26],"SKハイニックスの4〜6月期決算","だ。純利益は前年同期比13.4倍の約10兆円（93兆9,226億ウォン）と過去最高を更新したが、市場が期待していた水準には届かなかった。「好決算でも予想比では物足りない」という失望が、世界中でAI・半導体株への売りを誘発した。",[11,52099,52100,52101,52106],{},"この流れを直撃したのが国内のNANDフラッシュメモリ大手・キオクシアホールディングスだ。",[22,52102,52105],{"href":52103,"rel":52104},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB28ASK0Y6A720C2000000\u002F",[26],"6月22日につけた上場来高値11万2,700円から1カ月弱で約7割下落","しており、7月29日は前日比13.85%安の38,380円で引けた。東京エレクトロン・ソフトバンクグループも大きく売られ、この3銘柄だけで日経平均を1,800円超押し下げた。",[11,52108,52109,52114],{},[22,52110,52113],{"href":52111,"rel":52112},"https:\u002F\u002Fwww.chunichi.co.jp\u002Farticle\u002F1288704",[26],"午後には韓国のKOSPI（総合株価指数）も一段安","となり、「アジア全体でAI株離れ」という空気が広がって終値での下落幅が930円に膨らんだ。",[15,52116,45],{"id":45},[11,52118,52119],{},"今回の急落は、「AI需要は本物だが成長ペースが予想より緩やか」という見方が市場に広がってきたシグナルとみることができる。6月高値圏でNISAや投資信託でAI・半導体関連に集中投資した人は、わずか1カ月で資産が大きく目減りしている可能性がある。一方、インデックス投資（日経225・TOPIX連動）で保有している人も高値比で約15%の下落を受けており、積み立て継続中の人は「今は追加で仕込める局面が来ている」とも言える——いずれにせよ、局面の判断は個人の状況次第だ。",[15,52121,51],{"id":51},[11,52123,52124],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価動向を保証するものでもありません。投資の最終判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":52126},[52127,52128,52129],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月29日の日経平均は930.73円安の61,434円で2カ月ぶり安値。韓国・SKハイニックスの4〜6月決算が市場予想に届かず、キオクシアが1日で約14%急落するなど、AI・半導体ブームの勢いに疑問符がついた一日となった。",{},"\u002Freading\u002Farticles\u002F2026-07-29-ai-semiconductor-selloff","2026-07-29T20:00:00+09:00",{"title":52081,"description":52130},"reading\u002Farticles\u002F2026-07-29-ai-semiconductor-selloff",[73,164],"Wqev7vjsXsFdxFuBphjrAb8oxOn-F_bwp34bgyUcyfM",{"id":52139,"title":52140,"author":6,"body":52141,"category":62,"dataDate":6,"date":52067,"description":52215,"extension":65,"image":6,"meta":52216,"navigation":67,"path":52217,"publishedAt":52218,"seo":52219,"stem":52220,"tags":52221,"type":6,"updated":6,"__hash__":52222},"articles\u002Freading\u002Farticles\u002F2026-07-29-nikkei-morning-675-semiconductor.md","日経前場675円安も値上がり6割超——半導体株の底打ちが焦点",{"type":8,"value":52142,"toc":52210},[52143,52146,52148,52163,52170,52178,52191,52200,52202,52205,52207],[11,52144,52145],{},"7月29日（火）の東京株式市場・前場は、日経平均株価が約2カ月ぶりの安値水準を付ける場面があったものの、値上がり銘柄が6割超を占めるという「見出しの数字ほど悪くない」内側の構造が透けて見えた。",[15,52147,17],{"id":17},[11,52149,52150,52154,52155,52158,52159,52162],{},[22,52151,2121],{"href":52152,"rel":52153},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202607290651",[26],"によると、7月29日の前引けは",[33,52156,52157],{},"前日比675円06銭安の6万1689円86銭","で続落。取引中は一時",[33,52160,52161],{},"1162円安の6万1201円","まで売られ、5月21日以来約2カ月ぶりの安値を付けた。プライム市場の前場売買代金は6兆3032億円。",[11,52164,52165,52166,52169],{},"一方で値上がり銘柄は993、値下がりは542と、",[33,52167,52168],{},"6割超の銘柄が上昇","している。指数を押し下げているのは主に半導体主力株の下げ幅の大きさだ。",[11,52171,52172,52173,52177],{},"背景となったのは米国での流れだ。",[22,52174,861],{"href":52175,"rel":52176},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_29_us100\u002F",[26],"によると、前日のNASDAQ100は276ポイント安（-0.98%）で終了し、フィラデルフィア半導体株指数（SOX指数）は4日続落で安値を切り下げた。AI関連への過剰投資への懸念と中国半導体メーカーの台頭が重なり、ハイテク株からディフェンシブ株への資金ローテーションが続いている。",[11,52179,52180,52181,52186,52187,42],{},"東京市場では、キオクシアホールディングスが朝方のSKハイニックス決算を好感して上昇した後に下落に転じるなど、",[22,52182,52185],{"href":52183,"rel":52184},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202607290593",[26],"荒い値動き","が続いた。東京エレクトロン・村田製作所・太陽誘電なども下落。前日の韓国KOSPI（総合株価指数）の急落が波及する形となった（",[22,52188,315],{"href":52189,"rel":52190},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL28AWX0Y6A720C2000000\u002F",[26],[11,52192,52193,52194,52199],{},"なお、日銀は30〜31日に金融政策決定会合を開催予定。6月に政策金利を1.0%へ引き上げたばかりで、",[22,52195,52198],{"href":52196,"rel":52197},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB2329U0T20C26A7000000\u002F",[26],"日銀ウォッチャー全員が据え置きを予想","している。",[15,52201,45],{"id":45},[11,52203,52204],{},"昨日前場の「値下がり7割」とは打って変わり、今日は「値上がり6割」の構造となっており、下げが半導体株に絞られている点は注目に値する。NISA積立中の個人投資家には指数の振れ幅よりも、この半導体セクターが「底打ち→反転」するかどうかと、明日からの日銀・FOMC会合の声明が円安・物価にどう影響するかの二点が、今後数日の焦点になりそうだ。",[15,52206,51],{"id":51},[11,52208,52209],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利の動向を予測・保証するものではありません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":52211},[52212,52213,52214],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"29日前場、日経平均は675円安の6万1689円で前引け。一時1162円安と約2カ月ぶり安値。ただし値上がり銘柄は6割超。半導体集中の下げで、底打ちを見極める展開が続く。",{},"\u002Freading\u002Farticles\u002F2026-07-29-nikkei-morning-675-semiconductor","2026-07-29T13:00:00+09:00",{"title":52140,"description":52215},"reading\u002Farticles\u002F2026-07-29-nikkei-morning-675-semiconductor",[73,164],"j1sL_JqZe5fSxYtyejMs7KR5u3Yo5mqR6_K0XZ9-aAI",{"id":52224,"title":52225,"author":6,"body":52226,"category":62,"dataDate":6,"date":52067,"description":52296,"extension":65,"image":6,"meta":52297,"navigation":67,"path":52298,"publishedAt":52299,"seo":52300,"stem":52301,"tags":52302,"type":6,"updated":6,"__hash__":52303},"articles\u002Freading\u002Farticles\u002F2026-07-29-fomc-boj-meeting-week-yen-164.md","FOMC＋日銀「ダブル会合」週、ドル円163円台後半——次の節目は164円台か",{"type":8,"value":52227,"toc":52291},[52228,52231,52233,52243,52252,52267,52281,52283,52286,52288],[11,52229,52230],{},"今週はFOMC（米連邦公開市場委員会、7月29〜30日）と日銀の金融政策決定会合（7月30〜31日）が重なる「ダブル会合ウィーク」。7月29日朝時点のドル円は163円台後半で推移しており、約40年ぶりの安値圏が続いている。",[15,52232,17],{"id":17},[11,52234,52235,52238,52239,42],{},[33,52236,52237],{},"前夜（7月27日NY時間）の米国市場","は、ダウ平均が262.83ドル高（52,210.08）となった一方、ナスダックは43.74ポイント安（24,932.08）、S&P500はほぼ横ばいの小幅高（7,413.18）と、指数によって明暗が分かれた（",[22,52240,1686],{"href":52241,"rel":52242},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260728\u002F863051.html",[26],[11,52244,52245,52246,52251],{},"プラス材料はイラン情勢の緩和。米国による対イラン攻撃の停止や和平交渉の進展が報じられ、",[22,52247,52250],{"href":52248,"rel":52249},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_28_wtioil\u002F",[26],"WTI原油は82ドル台に下落","、エネルギー高への懸念が和らいだ。一方で半導体セクターは軟調で、ナスダックの重荷となった。",[11,52253,52254,52256,52257,52262,52263,42],{},[33,52255,9607],{},"は、",[22,52258,52261],{"href":52259,"rel":52260},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F374499",[26],"7月29日朝の東京市場でドル円は163.80円前後","で寄り付いた。先週にはドル円が163.99円まで上昇し、164円台が視野に入っている（",[22,52264,849],{"href":52265,"rel":52266},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F25\u002F060400",[26],[11,52268,52269,52272,52273,374,52276,52280],{},[33,52270,52271],{},"日銀は7月30〜31日の決定会合で政策金利（現行1.0%）を据え置く公算が大きい","。6月に約31年ぶりとなる1%への利上げを決めたばかりで、その効果を見極める段階にある（",[22,52274,315],{"href":52196,"rel":52275},[26],[22,52277,29879],{"href":52278,"rel":52279},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026072700685&g=eco",[26],"）。日銀ウォッチャー全員が据え置きを予想しており、次の利上げは10月か12月との見方が多い。",[15,52282,45],{"id":45},[11,52284,52285],{},"FOMC・日銀どちらも「現状維持」の方向性で市場のコンセンサスが揃っているため、今週の会合結果そのものよりも、**今後の利上げペースに関するメッセージ（声明文・総裁会見）**が為替の方向性を左右しやすい局面だ。日銀が次回利上げを遠ざける発言をすれば日米金利差が再び意識されてドル高・円安が進みやすく、164円台定着という展開も否定しきれない。円安が続けば輸入物価を通じて食料品・エネルギー代への上昇圧力が家計にかかる状態が長引くため、今週の声明内容は注目しておきたい。",[15,52287,51],{"id":51},[11,52289,52290],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":52292},[52293,52294,52295],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"今週はFOMCと日銀の金融政策決定会合が重なる。ドル円は163円台後半で推移し、164円台が視野に。前夜の米国市場ではダウが262ドル高、ナスダックは半導体売りで小幅安。",{},"\u002Freading\u002Farticles\u002F2026-07-29-fomc-boj-meeting-week-yen-164","2026-07-29T09:00:00+09:00",{"title":52225,"description":52296},"reading\u002Farticles\u002F2026-07-29-fomc-boj-meeting-week-yen-164",[164,73],"H2sswibLnMO27dEImLvB5bDsRHdcdZDhMI8tqg0wIL4",{"id":52305,"title":52020,"author":6,"body":52306,"category":62,"dataDate":6,"date":52407,"description":52408,"extension":65,"image":6,"meta":52409,"navigation":67,"path":52410,"publishedAt":52411,"seo":52412,"stem":52413,"tags":52414,"type":6,"updated":6,"__hash__":52415},"articles\u002Freading\u002Farticles\u002F2026-07-28-nikkei-ai-semiconductor-selloff.md",{"type":8,"value":52307,"toc":52402},[52308,52311,52313,52324,52336,52339,52385,52392,52394,52397,52399],[11,52309,52310],{},"中国の政府系企業が国産の液浸DUV（深紫外線）露光装置の量産を開始したとの報道が28日に広がり、アジアの半導体関連株が一斉に急落した。韓国・東京と連鎖した売りの流れは、昨年1月の「DeepSeekショック」と並べて語られている。",[15,52312,17],{"id":17},[11,52314,52315,52316,29331,52319,52323],{},"28日の東京株式市場では、日経平均株価が前日比",[33,52317,52318],{},"2,566.27円安（−3.95%）の62,364.92円",[22,52320,315],{"href":52321,"rel":52322},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB276L2TX20C26A7000000\u002F",[26],"）。一時の下げ幅は3,000円超に達し、約2カ月ぶりの安値水準となった。",[11,52325,52326,52327,4520,52330,52335],{},"売りの起点となったのは",[33,52328,52329],{},"中国の政府系企業が液浸DUV露光装置の量産を開始したとの報道",[22,52331,52334],{"href":52332,"rel":52333},"https:\u002F\u002Fwww.sbbit.jp\u002Farticle\u002Fst\u002F186284",[26],"SBビジネスIT","）。DUV露光装置は半導体製造の核心工程で使われる装置で、これまでオランダのASMLや日本メーカーが主要サプライヤーを担ってきた。中国が代替を自前で量産できるようになれば既存サプライヤーへの需要が縮小しかねないとの懸念が、投資家心理を一気に冷やした。",[11,52337,52338],{},"主な騰落と出来事：",[443,52340,52341,52351,52356,52366,52374],{},[446,52342,52343,52346,52347,1714],{},[33,52344,52345],{},"キオクシアホールディングス","がストップ安の44,550円まで急落。前日終値（54,550円）から約18%安で、5万円割れとなった（",[22,52348,29645],{"href":52349,"rel":52350},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F80460\u002F",[26],[446,52352,52353,52355],{},[33,52354,43714],{},"は6%超下落",[446,52357,52358,52361,52362,1714],{},[33,52359,52360],{},"韓国KOSPI","が10.8%下落し、売買停止（サーキットブレーカー）が複数回発動（",[22,52363,7037],{"href":52364,"rel":52365},"https:\u002F\u002Ffinance.biggo.com\u002Fnews\u002F46b62a65-81aa-4cbc-87cc-83009fe93bf7",[26],[446,52367,52368,52370,52371,52373],{},[33,52369,51572],{},"13.4%安、",[33,52372,51585],{},"14.7%安",[446,52375,52376,52377,52380,52381,52384],{},"前日の米国市場では",[33,52378,52379],{},"サンディスク","が11%超、",[33,52382,52383],{},"エヌビディア","が約5%下落しており、これがアジア市場への下落連鎖の引き金になった",[11,52386,52387,52388,42],{},"ドル円は163円台で推移し、株安の局面でも円安トレンドは継続している（",[22,52389,849],{"href":52390,"rel":52391},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F28\u002F073455",[26],[15,52393,45],{"id":45},[11,52395,52396],{},"昨年のDeepSeekショックが「AI需要そのものを問い直す」動揺だったとすれば、今回は「半導体の供給側を中国が侵食できるのでは」という震源の異なる売りだ。ただいずれも結果として半導体株全体が売り一色になる構造は共通しており、NISA口座でAI・半導体関連ETFを保有している場合は、自分の投資先がどの範囲の銘柄に連動しているか改めて確認するタイミングといえる。",[15,52398,51],{"id":51},[11,52400,52401],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・業績を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":52403},[52404,52405,52406],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-28","中国製半導体露光装置の量産報道でアジア連鎖売り。韓国KOSPIはサーキットブレーカー発動、日経平均は2566円安の62364円で大引け。",{},"\u002Freading\u002Farticles\u002F2026-07-28-nikkei-ai-semiconductor-selloff","2026-07-28T20:00:00+09:00",{"title":52020,"description":52408},"reading\u002Farticles\u002F2026-07-28-nikkei-ai-semiconductor-selloff",[73,164],"896EGxCEVqhfdtUEFwLxQOzmj3aVSfX7w9jZl88ecuU",{"id":52417,"title":52418,"author":6,"body":52419,"category":52066,"dataDate":52407,"date":52407,"description":53249,"extension":65,"image":6,"meta":53250,"navigation":67,"path":53251,"publishedAt":53252,"seo":53253,"stem":53254,"tags":53255,"type":52077,"updated":6,"__hash__":53256},"articles\u002Freading\u002Farticles\u002Frakumachi-kamioka-okawa-ai-bubble-review.md","【検証】楽待「AIバブル崩壊・『今回は違う』が崩壊のサイン」は本当か──上岡正明×大川智宏をデータでレビュー",{"type":8,"value":52420,"toc":53235},[52421,52442,52461,52469,52471,52486,52488,52493,52555,52557,52560,52766,52776,52780,52809,52814,52816,52828,52830,52923,52927,52929,52980,53005,53038,53040,53096,53098,53193,53198,53200,53228,53230],[11,52422,52423,52424,7660,52427,52430,52431,52433,52434,52437,52438,52441],{},"不動産投資メディア「楽待（RAKUMACHI）」が2026年7月23日に公開した約37分の対談動画は、AI半導体相場が高値から急落した直後というタイミングで、",[33,52425,52426],{},"「株価はバブルではないが、業績予想の方が怪しい」（大川智宏氏）",[33,52428,52429],{},"「『今回は違う』という発言が出ること自体がバブルのピークのサイン」（上岡正明氏）","という、角度の違う2つのバブル論をぶつけた回です。本記事では、動画で示された論点のうち",[33,52432,50954],{},"を、一次情報（決算・報道・市場データ）と当メディアの市場記録で検証します。結論を先に言えば、",[33,52435,52436],{},"オラクルの信用リスクとメタの資金調達に関する指摘は、公開データときれいに一致","します。一方で「グーグルの設備投資はもう織り込み済みで無反応だろう」という見立ては、収録直後の実際の相場と逆の結果になりました。そして最大の注意点は、タイトルにもなっている",[33,52439,52440],{},"「損切りはなるべくするな」が、万人向けの一般論ではない","ことです。",[50961,52443,52444,52453],{},[11,52445,52446,52448,52449,52452],{},[33,52447,50967],{}," オラクルの有利子負債・CDS、メタの資金調達といった「AI投資を誰が・いくらの借金で支えているか」という論点は、公開データと整合し、AI相場を財務の側から見る視点として質が高い。「『今回は違う』はバブルのピークのサイン」も、テンプルトンの警句以来の相場史とよく合う。一方、「グーグル決算は消化済みで無反応」という予想は外れ（実際は設備投資の上積みで急落）、「損切りはなるべくするな」は",[33,52450,52451],{},"手法と前提を選ぶ話","で、初心者がそのまま真似すると危険。",[11,52454,52455,52457,52458,52460],{},[33,52456,50977],{}," AI半導体相場を「株価」ではなく「ハイパースケーラーの財務」から点検したい人。 ",[33,52459,50981],{}," 「損切り不要」「安くなったら買えばいい」を、自分の手法を決めないまま実行しようとしている人。",[50984,52462,52463],{},[11,52464,52465,50991,52467,50995],{},[33,52466,50990],{},[33,52468,50994],{},[15,52470,50998],{"id":50998},[51000,52472,52479],{"cast":52473,"date":52474,"theme":52475,"thumb":52476,"title":52477,"url":52478},"上岡正明氏（投資家・YouTuber）／大川智宏氏（智剣・OskarグループCEO 兼 主席ストラテジスト）／佐田志歩氏（楽待キャスター・聞き手）","2026年7月23日公開（楽待 RAKUMACHI）","AI半導体株はバブルか／業績予想の信頼性／ビッグテック決算とオラクルの信用リスク／大衆心理とバブルのサイン／個人投資家の向き合い方／損切り論","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FXV_-Zc_EvoM\u002Fhqdefault.jpg","【AIバブル崩壊】「今回は違う」が崩壊のサイン...半導体は来年危うい？／高ボラは続き「デイトレ天国」に？／決算シーズン、注目はオラクル／損切りはなるべくするな《上岡正明×大川智宏×佐田志歩》","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=XV_-Zc_EvoM",[11,52480,52481,52482,52485],{},"約37分の対談（前編）。マクロ・クオンツ出身のストラテジストと、30年の経験を持つ個人投資家という",[33,52483,52484],{},"立場の違う2人が初共演","し、同じ「バブル警戒」に別ルートでたどり着く構成です。特定銘柄の推奨ではなく、相場の局面認識と個人投資家の立ち回りが主題です。",[15,52487,51018],{"id":51017},[11,52489,52490,52491],{},"約37分の対談を、概要欄のチャプターに沿って1〜2文で要約します。",[51023,52492,51025],{},[51027,52494,52495,52500,52511,52522,52533,52544],{},[51030,52496,52497],{"title":51032,"ts":51033},[11,52498,52499],{},"テーマは「AI半導体銘柄はバブルか、今から投資してもいいのか」。半導体株の高ボラティリティ相場が続く中、マクロ・クオンツ畑の大川氏と、投資歴30年の個人投資家である上岡氏が初共演する導入。",[51030,52501,52504],{"title":52502,"ts":52503},"AI半導体株はバブルか、業績予想の信頼性","02:32",[11,52505,52506,52507,52510],{},"上岡氏は、加熱後の一旦の冷却は自然で、しばらくは前回高値を上値抵抗にレンジを繰り返すとの見方。大川氏は",[33,52508,52509],{},"「株価（バリュエーション）はバブルではない。怪しいのは分母の業績予想の方だ」","と整理し、3〜5年先の利益予想が続く保証がないから織り込めない、という構造を指摘します。",[51030,52512,52515],{"title":52513,"ts":52514},"迫るビッグテック決算、注目はオラクル","06:05",[11,52516,52517,52518,52521],{},"決算で見るべきは実績ではなく",[33,52519,52520],{},"設備投資の継続性・フリーキャッシュフロー・負債","だという整理。名指しされたのがオラクルで、有利子負債倍率が300%を超え、CDS（企業の倒産確率をデリバティブ化した指標）も高止まりしており、これ以上の資金調達が難しくなればハイパースケーラーの投資が細る、という連鎖が語られます。アルファベットはキャッシュリッチで心配は小さく、メタはハイパースケーラーの中ではキャッシュ比率が低い方、という濃淡も示されます。",[51030,52523,52526],{"title":52524,"ts":52525},"大衆心理がピークを告げるバブルのサイン","14:23",[11,52527,52528,52529,52532],{},"上岡氏の判定軸は大衆心理。セミナーやコメント欄で",[33,52530,52531],{},"「今回は違うから今後も上がり続ける」","という発言が増えたことを最大の警戒材料に挙げ、レバナス・金のときも同じ言葉がピークだったと振り返ります。大川氏も「毎回違う。同じ理由でバブルが崩壊したことは一度もない」と応じ、20年前後のサイクルで暴落を知らない世代が主役になる構図を指摘。ここまで「思考停止でよかった」相場が、頭を使う局面に変わったと総括します。",[51030,52534,52537],{"title":52535,"ts":52536},"個人投資家がとるべきAI半導体との向き合い方","23:15",[11,52538,52539,52540,52543],{},"上岡氏は「半導体を買うなではなく、高いところでは買えない」と述べ、リスクリターンの期待値が高いエントリーポイントまで待つルールの徹底を主張。大川氏は、個人投資家には機関投資家と違って",[33,52541,52542],{},"「持たざるリスク」がない＝待てる","という構造的な優位があるとし、乱高下相場は①デイトレの好環境、②超長期で安いところを拾う好機、という2つの使い道があると整理します。",[51030,52545,52548],{"title":52546,"ts":52547},"損切りより「安く買って待つ」が勝つ理由","30:02",[11,52549,52550,52551,52554],{},"両氏とも「損切りは万能の一般論ではない」という立場。翌日に持ち越さないデイトレでは必須だが、中長期・バリュー系では損切りを重ねると資金が溶ける、資金が半減したら回復に倍のリターンが要る、というのが根拠です。ただし前提として",[33,52552,52553],{},"買った理由（シナリオ）が崩れていないこと","が置かれており、シナリオが壊れた場合は別だとも語られます。",[15,52556,51094],{"id":51093},[11,52558,52559],{},"動画で語られた論点のうち、数字や事実で確かめられるものを一次情報と当メディアの記録に突き合わせました。",[13939,52561,52562],{},[2752,52563,52564,52574],{},[2755,52565,52566],{},[2758,52567,52568,52570,52572],{},[2761,52569,51108],{},[2761,52571,51111],{},[2761,52573,51114],{},[2768,52575,52576,52588,52604,52616,52629,52642,52654,52666,52678,52691,52703,52716,52728,52740,52753],{},[2758,52577,52578,52581,52584],{},[2773,52579,52580],{},"オラクルの有利子負債倍率は300%を超えている（200%超で警戒水準）",[2773,52582,52583],{},"オラクルのD\u002FEレシオは2026年5月期（FY2026）で約3.23倍＝323%。前期は4.67倍。指摘の水準感と整合。",[2773,52585,52586],{},[51128,52587,51131],{"type":51130},[2758,52589,52590,52593,52600],{},[2773,52591,52592],{},"オラクルのCDS（信用リスク）が上がったまま落ち着いていない",[2773,52594,52595,52596,52599],{},"2026年7月20日、オラクルのCDSスプレッドは",[33,52597,52598],{},"2008年末以降の最高水準","を更新（Bloomberg・7\u002F21報道）。「調べたら大して落ち着いていない」という指摘そのまま。",[2773,52601,52602],{},[51128,52603,51131],{"type":51130},[2758,52605,52606,52609,52612],{},[2773,52607,52608],{},"オラクルの投資額は500億ドル規模で、他のハイパースケーラーより小さい",[2773,52610,52611],{},"オラクルは2026年に社債と新株で450億〜500億ドル（約7兆〜7.7兆円）を調達する計画。借入金は約1300億ドルに達する。規模感は整合。",[2773,52613,52614],{},[51128,52615,51160],{"type":51130},[2758,52617,52618,52621,52624],{},[2773,52619,52620],{},"資金調達が細るとハイパースケーラーの設備投資が止まりうる",[2773,52622,52623],{},"格付けの投機的水準への引き下げ懸念がCDS上昇の背景と報じられており、経路としては妥当。ただし現時点で投資計画の縮小は起きていない。",[2773,52625,52626],{},[51128,52627,52628],{"type":51232},"△ シナリオ",[2758,52630,52631,52634,52637],{},[2773,52632,52633],{},"アルファベットはキャッシュリッチなので心配は小さい",[2773,52635,52636],{},"キャッシュが潤沢なのは事実だが、同社は6月に株式売却で約800億ドルを調達する計画を発表し、26年の設備投資見通しも1950〜2050億ドルへ引き上げた。「外部調達に頼らない」とまでは言えない。",[2773,52638,52639],{},[51128,52640,52641],{"type":51232},"△ 補足が必要",[2758,52643,52644,52647,52650],{},[2773,52645,52646],{},"メタはハイパースケーラーの中でキャッシュ比率が低い方で、過剰投資が問題になっている",[2773,52648,52649],{},"メタは26年の設備投資を1250〜1450億ドル（約20兆〜23兆円）へ引き上げ、本業で賄えない分を250億ドル（約3.9兆円）の社債で調達。GPU等の長期契約に伴う簿外債務も4200億ドル規模と報じられる。整合。",[2773,52651,52652],{},[51128,52653,51131],{"type":51130},[2758,52655,52656,52659,52662],{},[2773,52657,52658],{},"グーグルの設備投資は実績も予想も強いのが分かりきっており、決算では消化済みで反応しない",[2773,52660,52661],{},"逆の結果。7月22日のアルファベットQ2決算は増収増益（クラウド+82%）だったが、設備投資の上積みが嫌気され時間外で約5%安、23日のS&P500は1.21%安・ナスダック100は1.87%安。翌24日の日経平均は1,811円安。",[2773,52663,52664],{},[51128,52665,51339],{"type":51338},[2758,52667,52668,52671,52674],{},[2773,52669,52670],{},"ASML・TSMCは決算が強かったのに株が売られた",[2773,52672,52673],{},"7月中旬の両社決算は市場予想を上回ったが、期待が既に株価に入っており「好材料出尽くし」の売りが出たと整理されている。事実関係は整合。",[2773,52675,52676],{},[51128,52677,51131],{"type":51130},[2758,52679,52680,52683,52686],{},[2773,52681,52682],{},"「今回は違う」という発言が出るときがバブルのピーク",[2773,52684,52685],{},"ジョン・テンプルトンの「『今回は違う』は投資史上もっとも高くつく言葉」という警句として広く知られる、相場史の定番。歴史の対比としては妥当。",[2773,52687,52688],{},[51128,52689,52690],{"type":51130},"○ 歴史の対比は妥当",[2758,52692,52693,52696,52699],{},[2773,52694,52695],{},"キオクシアは急騰後に大きく下げ、半値近辺まで来た",[2773,52697,52698],{},"6月22日の上場来高値10万8700円から7月17日に5万2110円（▲52%）まで下落し、時価総額約31兆円が消失。7月27日には5万400円と約2カ月ぶり安値。整合。",[2773,52700,52701],{},[51128,52702,51131],{"type":51130},[2758,52704,52705,52708,52711],{},[2773,52706,52707],{},"高いボラティリティは続き、デイトレには好環境",[2773,52709,52710],{},"ボラティリティが高いのは事実（7\u002F24は日経平均が1,811円安、東京エレクトロン1銘柄で約448円押し下げ）。ただし「稼ぎやすい」は手法と技量次第の評価であり、データで裏づく話ではない。",[2773,52712,52713],{},[51128,52714,52715],{"type":51232},"△ 事実＋評価",[2758,52717,52718,52721,52724],{},[2773,52719,52720],{},"資金が半分になったら元に戻すのに倍のリターンが必要",[2773,52722,52723],{},"算数として正しい。▲50%の下落を取り戻すには+100%が必要（100万円→50万円→100万円）。",[2773,52725,52726],{},[51128,52727,51131],{"type":51130},[2758,52729,52730,52733,52736],{},[2773,52731,52732],{},"個人投資家は機関投資家と違い「持たざるリスク」がなく、待てるのが優位",[2773,52734,52735],{},"運用制約・ベンチマーク比較・資金流出入の制約という構造の違いは実在し、説明として妥当。",[2773,52737,52738],{},[51128,52739,51436],{"type":51130},[2758,52741,52742,52745,52748],{},[2773,52743,52744],{},"半導体は来年（2027年）が危ういのではないか",[2773,52746,52747],{},"両氏の見立て（シナリオ）であって、確定した予測ではない。時期を当てる根拠は動画内にも示されていない。",[2773,52749,52750],{},[51128,52751,52752],{"type":51232},"△ 予想・シナリオ",[2758,52754,52755,52758,52761],{},[2773,52756,52757],{},"損切りはなるべくしない方がいい",[2773,52759,52760],{},"前提つきの手法論。デイトレは必須と本人たちも述べ、中長期でも「買った理由が崩れていないこと」が条件。無条件の一般論としては危険。",[2773,52762,52763],{},[51128,52764,52765],{"type":51232},"△ 前提つき",[11,52767,51452,52768,51456,52770,52772,52773,52775],{},[51128,52769,51455],{"type":51130},[51128,52771,51459],{"type":51232}," 予想・シナリオ／前提つき・補足が必要 ／ ",[51128,52774,51463],{"type":51338}," データと矛盾",[15,52777,52779],{"id":52778},"数字で見るai投資の借金と急落","数字で見る「AI投資の借金」と急落",[51470,52781,52782,52789,52796,52803],{},[51473,52783,52786],{"unit":52784,"value":52785},"倍","約3.23",[11,52787,52788],{},"オラクルのD\u002FEレシオ（FY2026）。動画の「300%超え」と整合",[51473,52790,52793],{"unit":52791,"value":52792},"年以来","2008",[11,52794,52795],{},"オラクルのCDSスプレッドが7月20日に更新した最悪水準",[51473,52797,52800],{"unit":52798,"value":52799},"億ドル","1,950〜2,050",[11,52801,52802],{},"アルファベットが引き上げた2026年の設備投資見通し",[51473,52804,52806],{"unit":51482,"value":52805},"▲52",[11,52807,52808],{},"キオクシアの6\u002F22高値→7\u002F17。時価総額約31兆円が消失",[11,52810,52811],{},[51023,52812,52813],{},"※D\u002FEレシオは各種財務データベース、CDS・設備投資・株価は報道ベース、日経平均は当メディアの市場記録です（データ基準日：2026年7月28日）。",[8668,52815,51507],{"id":51507},[51509,52817,52818,52822,52826],{},[51512,52819,52821],{"href":52820,"note":51515},"\u002Freading\u002Farticles\u002Fwhat-is-per\u002F","PERとは",[51512,52823,52825],{"href":52824,"note":51515},"\u002Freading\u002Farticles\u002Fwhat-is-eps\u002F","EPSとは",[51512,52827,51525],{"href":51523,"note":51524},[15,52829,51529],{"id":51528},[13939,52831,52832],{},[2752,52833,52834,52844],{},[2755,52835,52836],{},[2758,52837,52838,52840,52842],{},[2761,52839,51540],{},[2761,52841,30225],{},[2761,52843,51546],{},[2768,52845,52846,52859,52872,52885,52896,52907],{},[2758,52847,52848,52853,52856],{},[2773,52849,52850],{},[51554,52851,52852],{},"ORCL",[2773,52854,52855],{},"オラクル",[2773,52857,52858],{},"動画で「決算で一番重要」と名指し。有利子負債倍率300%超・CDSは2008年末以来の高水準。5月期決算のため6〜8月期の発表は例年9月",[2758,52860,52861,52866,52869],{},[2773,52862,52863],{},[51554,52864,52865],{},"GOOGL",[2773,52867,52868],{},"アルファベット",[2773,52870,52871],{},"「キャッシュリッチで心配は小さい」とされた側。実際は設備投資1950〜2050億ドルへの上積みが嫌気され急落した",[2758,52873,52874,52879,52882],{},[2773,52875,52876],{},[51554,52877,52878],{},"META",[2773,52880,52881],{},"メタ",[2773,52883,52884],{},"「ハイパースケーラーの中ではキャッシュ比率が低い方」。26年設備投資1250〜1450億ドル、社債250億ドル調達",[2758,52886,52887,52891,52893],{},[2773,52888,52889],{},[51554,52890,51595],{},[2773,52892,51598],{},[2773,52894,52895],{},"高値から1カ月弱で半値。「安くなるまで待つ」という論の実例として言及された",[2758,52897,52898,52902,52904],{},[2773,52899,52900],{},[51554,52901,51608],{},[2773,52903,51611],{},[2773,52905,52906],{},"7\u002F24の急落局面で1銘柄で日経平均を約448円押し下げ。AI設備投資テーマの日本側の主役",[2758,52908,52909,52917,52920],{},[2773,52910,52911,9403,52914],{},[51554,52912,52913],{},"TSM",[51554,52915,52916],{},"ASML",[2773,52918,52919],{},"TSMC／ASML",[2773,52921,52922],{},"好決算でも売られた例として言及。実績より「設備投資の継続性」に市場の関心が移っている",[11,52924,52925],{},[51023,52926,51632],{},[15,52928,51636],{"id":51635},[51638,52930,52931,52952],{},[51641,52932,52933,52935],{"tone":51643},[51645,52934,51648],{"id":51647},[443,52936,52937,52943,52949],{},[446,52938,52939,52942],{},[33,52940,52941],{},"「株価ではなく分母（業績予想）を疑え」","という整理は、この局面のいちばん有用な視点。PERが高くないのに株が売られる理由を、いちばん素直に説明できる",[446,52944,52945,52948],{},[33,52946,52947],{},"財務（負債・CDS・フリーキャッシュフロー）から相場を点検する","アプローチは、公開データとよく一致した。オラクルのCDSが2008年末以来の水準という指摘は、収録直前の実際の動きを言い当てている",[446,52950,52951],{},"「『今回は違う』が増えたら警戒」という大衆心理の物差しは、テンプルトン以来の相場史と整合する。少なくとも「聞いたら一度立ち止まる」価値はある",[51641,52953,52954,52956],{"tone":51671},[51645,52955,51675],{"id":51674},[443,52957,52958,52964,52970,52977],{},[446,52959,52960,52963],{},[33,52961,52962],{},"「グーグルの決算は消化済みで無反応」は外れた","。7\u002F22決算後、設備投資の上積みで株価は急落し、日経平均も翌々日に1,811円安。プロの見立てでも数日先の反応は当てられない、という実例として受け取るべき",[446,52965,52966,52969],{},[33,52967,52968],{},"「損切りはなるべくするな」は切り取ると危険","。動画内でも「デイトレは必須」「買った理由が崩れたら別」と前提が置かれている。前提を外して「持っていれば戻る」と読むと、戻らない銘柄で資金が固定される",[446,52971,52972,52973,52976],{},"「安くなったら買えばいい」も、",[33,52974,52975],{},"いくらが安いかを決める基準","（動画では75日・200日移動平均線などが例示される）を自分で持っていなければ実行できない。半値になったキオクシアを「安い」と見るか「業績予想が崩れた」と見るかは、まさに動画前半の論点そのもの",[446,52978,52979],{},"「来年が危うい」という時期の話には、動画内に根拠となるデータが示されていない。シナリオとして聞くのが安全",[51704,52981,52982],{},[11,52983,52984,52986,52987,51715,52990,52993,52994,52996,52997,53000,53001,53004],{},[33,52985,51710],{}," この動画から持ち帰るべきは「AIバブルが崩壊するかどうか」の答えではなく、",[33,52988,52989],{},"3つの点検作業",[33,52991,52992],{},"自分の資産のAI・半導体比率を数える","——7\u002F24のように米ハイテク決算1本で日経平均が1,800円動く相場では、「インデックスだから分散できている」つもりでも、中身が半導体に偏っていれば体感は個別株に近くなります。まずは",[22,52995,51723],{"href":51722},"で、値動きに耐えられる資産配分かを確かめてください。②",[33,52998,52999],{},"「今回は違う」を自分が言っていないか","を点検する。上がり続ける前提でしか成り立たない計画（生活防衛資金まで投じている、下落時の追加購入余力がない）は、その前提が崩れた瞬間に選択肢を失います。③",[33,53002,53003],{},"現金は「機会」でもある","——動画で両氏が一致していた唯一の実務的な結論は、「個人投資家の最大の武器は待てること」でした。インフレ下で現金を持ち続けることは目減りを意味しますが、それは「全額を今すぐ投じる理由」にはなりません。積立の継続と待機資金の確保は両立します。",[51734,53006,53007,53024],{},[51737,53008,53009],{"title":51739,"tone":51740},[443,53010,53011,53018,53021],{},[446,53012,53013,53014,53017],{},"AI半導体相場を株価やチャートではなく、",[33,53015,53016],{},"ハイパースケーラーの負債と資金調達","という側から点検したい人",[446,53019,53020],{},"すでに自分の投資ルール（エントリー基準・保有期間）を持っていて、他のベテランの考え方と突き合わせたい人",[446,53022,53023],{},"相場の過熱度を、指標だけでなく「周囲の言葉づかい」からも測りたい人",[51737,53025,53026],{"title":51754,"tone":51755},[443,53027,53028,53031,53034],{},[446,53029,53030],{},"「損切り不要」「安くなったら買う」だけを切り取って、自分の手法を決めないまま実行しようとしている人",[446,53032,53033],{},"「来年危うい」「オラクルが危ない」を、売買のタイミングや確定した予測として使いたい人",[446,53035,51766,53036,51771],{},[22,53037,51770],{"href":51769},[15,53039,51774],{"id":51774},[51776,53041,53042,53052,53062,53076,53086],{},[51779,53043,53045],{"q":53044},"結局、AI半導体はバブルなのですか？",[11,53046,53047,53048,53051],{},"動画の2人でも結論は分かれています。大川氏は「株価そのものはバブルではないが、前提になっている業績予想が怪しい」、上岡氏は「大衆心理の過熱を見るとバブル」という立場です。共通しているのは",[33,53049,53050],{},"「いつ崩れるかは誰にも分からない」","という点で、だからこそ当てにいくのではなく、崩れても致命傷にならない配分にしておく、という順番になります。",[51779,53053,53055],{"q":53054},"なぜ好決算なのに株価が下がるのですか？",[11,53056,53057,53058,51793],{},"市場の関心が「今期いくら稼いだか」から「その投資をいつ回収できるか」に移っているためです。アルファベットは7月22日の決算でクラウド売上が前年比82%増と好調でしたが、2026年の設備投資見通しを1950〜2050億ドルへ引き上げたことが嫌気され、株価は下落しました。ASML・TSMCも同様に、強い決算がかえって「材料出尽くし」の売りにつながりました。詳しくは",[22,53059,53061],{"href":53060},"\u002Freading\u002Farticles\u002F2026-07-25-alphabet-q2-capex-ai-selloff\u002F","アルファベットAI投資2000億ドル計画の記事",[51779,53063,53065],{"q":53064},"「損切りはするな」を信じていいですか？",[11,53066,53067,53068,53071,53072,53075],{},"そのままは危険です。動画でも",[33,53069,53070],{},"デイトレードでは損切りは必須","と明言されており、中長期で損切りを控える話にも「買った理由（シナリオ）が崩れていないこと」という前提が置かれています。裏を返せば、シナリオが崩れたかどうかを自分で判定できることが条件です。判定基準を持たないまま「待っていれば戻る」とだけ受け取ると、戻らない銘柄に資金が固定され、他の機会を失います。個別株ではなく積立インデックスが中心の方は、そもそも損切りではなく",[33,53073,53074],{},"積立を止めないこと","が論点になります。",[51779,53077,53079],{"q":53078},"半導体株を持っていなくても、この話は関係ありますか？",[11,53080,53081,53082,53085],{},"関係します。日経平均・S&P500といった主要指数はAI・半導体関連の比重が大きく、7月24日には米ハイテク決算をきっかけに日経平均が1,811円（2.7%）下落しました。個別株を持っていなくても、NISAのインデックス投信を通じて間接的に保有している状態です。まずは",[22,53083,53084],{"href":51722},"インフレ耐性診断","で、その値動きに耐えられる比率かを確認するのがおすすめです。",[51779,53087,53089],{"q":53088},"オラクルの決算はいつ見ればいいですか？",[11,53090,53091,53092,53095],{},"オラクルは5月期決算の会社で、6〜8月期（第1四半期）の発表は例年9月に行われます。動画で「一番重要」とされた理由は売上や利益ではなく、",[33,53093,53094],{},"フリーキャッシュフローと負債の水準、そして追加の資金調達ができる状態かどうか","にあります。この点は決算短信・有価証券報告書に相当する開示（10-Q）で確認できます。",[15,53097,51833],{"id":51832},[51835,53099,53100],{},[10814,53101,53102,53109,53117,53125,53133,53144,53151,53164,53177,53185],{},[446,53103,51841,53104,53108],{},[22,53105,53107],{"href":52478,"rel":53106},[26],"【AIバブル崩壊】「今回は違う」が崩壊のサイン...半導体は来年危うい？／決算シーズン、注目はオラクル／損切りはなるべくするな《上岡正明×大川智宏×佐田志歩》（楽待 RAKUMACHI・YouTube）"," 2026\u002F7\u002F23公開・約37分",[446,53110,53111,53112],{},"オラクルの信用リスク：",[22,53113,53116],{"href":53114,"rel":53115},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-21\u002FTII6OBT96OSG00",[26],"オラクルの信用リスク、08年以降で最も悪化－中国AIモデル巡り警戒感（Bloomberg・2026\u002F7\u002F21）",[446,53118,53119,53120],{},"オラクルの資金調達：",[22,53121,53124],{"href":53122,"rel":53123},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN0233X0S6A200C2000000\u002F",[26],"米オラクル、26年に社債と新株で最大7.7兆円調達 AI投資向け（日本経済新聞）",[446,53126,53127,53128],{},"オラクルのD\u002FEレシオ：",[22,53129,53132],{"href":53130,"rel":53131},"https:\u002F\u002Fwww.macrotrends.net\u002Fstocks\u002Fcharts\u002FORCL\u002Foracle\u002Fdebt-equity-ratio",[26],"Oracle Debt to Equity Ratio 2012-2026（MacroTrends）",[446,53134,53135,53136,51887,53141],{},"アルファベットの決算と株価：",[22,53137,53140],{"href":53138,"rel":53139},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-22\u002FTILEQ7T96OSG00",[26],"アルファベット株が急落、設備投資上積みでAIコストへの懸念強まる（Bloomberg・2026\u002F7\u002F22）",[22,53142,53143],{"href":53060},"好決算でも株価が下がる？アルファベットAI投資2000億ドル計画（当メディア）",[446,53145,53146,53147],{},"米ハイテク決算後の日本株：",[22,53148,53150],{"href":53149},"\u002Freading\u002Farticles\u002F2026-07-24-nikkei-ai-semiconductor-selloff\u002F","日経平均が1,811円安、AI特需への懸念で半導体株が全面安（当メディア）",[446,53152,53153,53154,51887,53159],{},"メタの設備投資と社債：",[22,53155,53158],{"href":53156,"rel":53157},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN0118O0R00C26A5000000\u002F",[26],"メタがAI巨額投資へ社債で3.9兆円調達 市場は嫌気、株価9%安（日本経済新聞）",[22,53160,53163],{"href":53161,"rel":53162},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN270040X20C26A4000000\u002F",[26],"メタがAIに「全振り」 投資倍増の最大23兆円（日本経済新聞）",[446,53165,53166,53167,51887,53172],{},"キオクシアの下落：",[22,53168,53171],{"href":53169,"rel":53170},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-17\u002FTHU9F9KJH6V600",[26],"キオクシアHD株、最高値から1カ月弱で半値－時価総額31兆円消失（Bloomberg・2026\u002F7\u002F17）",[22,53173,53176],{"href":53174,"rel":53175},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL270O30X20C26A7000000\u002F",[26],"キオクシア株価一時10%安、2カ月ぶり安値（日本経済新聞・2026\u002F7\u002F27）",[446,53178,53179,53180],{},"「今回は違う」の警句：",[22,53181,53184],{"href":53182,"rel":53183},"https:\u002F\u002Fwww.franklintempleton.com\u002Farticles\u002Fcio-views\u002Fquick-thoughts-this-time-is-different",[26],"Quick Thoughts: This Time Is Different（Franklin Templeton）",[446,53186,53187,53188],{},"出演者の経歴：",[22,53189,53192],{"href":53190,"rel":53191},"https:\u002F\u002Fwww.nikkei.com\u002Ftopics\u002F22A01438",[26],"大川智宏 智剣・Oskarグループ主席ストラテジスト（日本経済新聞）",[11,53194,53195],{},[51023,53196,53197],{},"※ 動画の内容の要約は、公開されている概要欄のチャプターと動画本編に基づく編集部整理です（逐語の引用・転載は行っていません）。本記事は動画の主張を公開情報・当メディアの市場記録で検証したものであり、将来の相場・株価を保証するものではありません。",[15,53199,52009],{"id":52009},[52011,53201,53202,53210,53217,53223],{},[52014,53203,53207],{"cat":53204,"desc":53205,"href":53206},"最近の話題","同じ楽待チャンネルの前回動画。宇宙株の含み損とFOMOを資産防衛目線で整理","\u002Freading\u002Farticles\u002Frakumachi-space-stock-1500man-fomo-review\u002F",[11,53208,53209],{},"「宇宙株億り人が1カ月で含み損1500万円」楽待の話題動画を読む",[52014,53211,53214],{"cat":52031,"desc":53212,"href":53213},"AIバブル・円安という同じテーマを、別の論者の対談から検証","\u002Freading\u002Farticles\u002Femin-nagahama-yen200-ai-bubble-review\u002F",[11,53215,53216],{},"エミン・ユルマズ×永濱利廣「日経7万円・1ドル200円・AIバブル」は本当か",[52014,53218,53220],{"cat":52016,"desc":53219,"href":53060},"この記事で「予想が外れた」とした局面を、当日の速報として解説",[11,53221,53222],{},"好決算でも株価が下がる？アルファベットAI投資2000億ドル計画",[52014,53224,53226],{"cat":52039,"desc":53225,"href":52041},"「待てるのが個人の武器」の裏返し。現金で待つことのコストを基礎から",[11,53227,52044],{},[15,53229,51],{"id":51},[50984,53231,53232],{},[11,53233,53234],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動きは予測できません。とくに動画内で語られる「損切りをしない」「安くなったら買う」といった手法は、投資対象・保有期間・資金量などの前提によって適否が大きく変わるため、そのままの再現をすすめるものではありません。記載の数値は本記事のデータ基準日（2026年7月28日）時点の報道・開示・当メディアの市場記録に基づきます。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":53236},[53237,53238,53239,53240,53243,53244,53245,53246,53247,53248],{"id":50998,"depth":57,"text":50998},{"id":51017,"depth":57,"text":51018},{"id":51093,"depth":57,"text":51094},{"id":52778,"depth":57,"text":52779,"children":53241},[53242],{"id":51507,"depth":8742,"text":51507},{"id":51528,"depth":57,"text":51529},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},{"id":51,"depth":57,"text":51},"楽待の対談動画「【AIバブル崩壊】『今回は違う』が崩壊のサイン…／半導体は来年危うい？／注目はオラクル／損切りはなるべくするな」（上岡正明×大川智宏×佐田志歩）の主張を、オラクルの負債・CDS、アルファベットの設備投資、キオクシアの半値という一次情報と当メディアの市場記録で検証します。",{},"\u002Freading\u002Farticles\u002Frakumachi-kamioka-okawa-ai-bubble-review","2026-07-28T18:00:00+09:00",{"title":52418,"description":53249},"reading\u002Farticles\u002Frakumachi-kamioka-okawa-ai-bubble-review",[164,28600,52066,52076],"eplFAsBtUjahja5WJWgt4M03S6yyGvD_vUdOzDW34Ug",{"id":53258,"title":53259,"author":6,"body":53260,"category":62,"dataDate":6,"date":52407,"description":53337,"extension":65,"image":6,"meta":53338,"navigation":67,"path":53339,"publishedAt":53340,"seo":53341,"stem":53342,"tags":53343,"type":6,"updated":6,"__hash__":53344},"articles\u002Freading\u002Farticles\u002F2026-07-28-nikkei-drop-ai-semiconductor-morning.md","日経平均が前場に2884円安——AI・半導体株急落と円安の今",{"type":8,"value":53261,"toc":53332},[53262,53265,53267,53279,53282,53310,53323,53325,53328,53330],[11,53263,53264],{},"7月28日（月）の東京株式市場・前場は、AI・半導体関連株を中心に売りが膨らみ、日経平均株価は急落した。NISA口座でグロース株や半導体ETFを保有している方には、朝から厳しい動きとなっている。",[15,53266,17],{"id":17},[11,53268,53269,53274,53275,53278],{},[22,53270,53273],{"href":53271,"rel":53272},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL281G90Y6A720C2000000\u002F",[26],"東証前引け（日本経済新聞）","によると、7月28日前場引けの日経平均株価は",[33,53276,53277],{},"前日比2884円73銭（4.44%）安の6万2046円46銭","。下げ幅は一時3004円を超え、約2か月ぶりに6万1000円台を付けた。値下がり銘柄は全体の約7割に達した。",[11,53280,53281],{},"主な背景は3つ報じられている。",[10814,53283,53284,53290,53300],{},[446,53285,53286,53289],{},[33,53287,53288],{},"米半導体株の下落","：27日（現地時間）のニューヨーク市場で、AI需要の持続性への懐疑的な見方から半導体関連銘柄が大幅安。その流れが東京市場の寄り付きから波及した。",[446,53291,53292,5389,53295,53299],{},[33,53293,53294],{},"韓国・KOSPIの急落",[22,53296,2246],{"href":53297,"rel":53298},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-28\u002FTIUZBLKJH6V500",[26],"によると、AI巨額投資への懸念や中国勢の参入による競争激化が意識され、韓国株市場が急落。海外投機筋による日経平均先物への売りを誘った。",[446,53301,53302,5389,53304,53309],{},[33,53303,6670],{},[22,53305,53308],{"href":53306,"rel":53307},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F759381",[26],"ドル\u002F円は11時台に163円75銭付近","で推移。約40年ぶりの円安圏が続いている。",[11,53311,53312,53313,53316,53317,53322],{},"また、今週は",[33,53314,53315],{},"7月31日（木）に日銀金融政策決定会合","が控える。",[22,53318,53321],{"href":53319,"rel":53320},"https:\u002F\u002Fwww.techtimes.com\u002Farticles\u002F321731\u002F20260727\u002Fbank-japan-holds-rates-1-upgrades-gdp-forecast-yen-nears-40-year-low.htm",[26],"Techtimes","によれば、現在の政策金利は1.00%で据え置かれており、市場では追加利上げの時期を秋（10月・12月）と見る向きが多い。",[15,53324,45],{"id":45},[11,53326,53327],{},"今回の急落はAI・半導体セクターへの資金集中がどれほど大きかったかを改めて示している。NISAの成長投資枠で半導体関連ETFやグロース株を多く持っている場合、ポートフォリオへの影響は特に大きい。一方で円安（163円台）は輸入物価への上昇圧力を通じて家計のコストにじわりと効く構造で、31日の日銀会合がこの状況にどう言及するかが今週の注目点となりそうだ。",[15,53329,51],{"id":51},[11,53331,52209],{},{"title":56,"searchDepth":57,"depth":57,"links":53333},[53334,53335,53336],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月28日前場、日経平均は2884円安の62046円と急落。米半導体株安と韓国市場急落が連鎖し、AI・半導体関連株を中心に幅広い売りが広がった。円は引き続き163円台と約40年ぶり安値圏。",{},"\u002Freading\u002Farticles\u002F2026-07-28-nikkei-drop-ai-semiconductor-morning","2026-07-28T13:00:00+09:00",{"title":53259,"description":53337},"reading\u002Farticles\u002F2026-07-28-nikkei-drop-ai-semiconductor-morning",[73,164],"61dW15m0OBR73CPnOLjJri5ldltz_6xhFhmXy6yG-SU",{"id":53346,"title":53347,"author":6,"body":53348,"category":62,"dataDate":6,"date":52407,"description":53444,"extension":65,"image":6,"meta":53445,"navigation":67,"path":53446,"publishedAt":53447,"seo":53448,"stem":53449,"tags":53450,"type":6,"updated":6,"__hash__":53451},"articles\u002Freading\u002Farticles\u002F2026-07-28-fomc-july-rate-hike-yen.md","FOMC本日開幕――利上げ確率35%の米金利決定が円安と家計に効く理由",{"type":8,"value":53349,"toc":53439},[53350,53353,53355,53362,53406,53409,53416,53429,53431,53434,53436],[11,53351,53352],{},"本日7月28日（火）から米連邦公開市場委員会（FOMC）が2日間の日程で始まる。翌29日（水）に声明文と政策金利が発表され、同日パウエル前議長に代わりウォーシュ現議長が会見に臨む予定だ。日本にとっても「ドル円がどこに向かうか」を左右する重要なイベントとなる。",[15,53354,17],{"id":17},[11,53356,53357,53358,42],{},"7月27日（月）の米国株式市場は、米・イランの戦闘一時停止が伝わり原油価格が下落。投資家心理が改善しダウ平均はプラスで終えた一方、ナスダックは決算ラッシュを控えた半導体株の売りが続き小幅安となった（",[22,53359,12311],{"href":53360,"rel":53361},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202607280069\u002F",[26],[2752,53363,53364,53374],{},[2755,53365,53366],{},[2758,53367,53368,53370,53372],{},[2761,53369,5603],{},[2761,53371,5606],{},[2761,53373,5609],{},[2768,53375,53376,53386,53396],{},[2758,53377,53378,53380,53383],{},[2773,53379,50138],{},[2773,53381,53382],{},"52,210.08",[2773,53384,53385],{},"+262.83（+0.51%）",[2758,53387,53388,53390,53393],{},[2773,53389,7115],{},[2773,53391,53392],{},"7,413.18",[2773,53394,53395],{},"+1.20（+0.02%）",[2758,53397,53398,53400,53403],{},[2773,53399,5638],{},[2773,53401,53402],{},"24,932.08",[2773,53404,53405],{},"−43.74（−0.18%）",[11,53407,53408],{},"フィラデルフィア半導体株指数（SOX）は3日続落。マグニフィセント7の決算が今週集中しており、AI投資に対する市場の見方が試される局面だ。",[11,53410,53411,53412,42],{},"為替は1ドル＝163円80銭近辺（27日ニューヨーク終値）で、約40年ぶりの164円台が視野に入る水準が続いている（",[22,53413,849],{"href":53414,"rel":53415},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F25\u002F060400\u002F",[26],[11,53417,53418,53419,53424,53425,42],{},"FOMCでは現行の政策金利（3.50〜3.75%）の据え置きが優勢（確率64.2%）だが、利上げ0.25%ptを予想する声が35.8%まで積み上がっている（",[22,53420,53423],{"href":53421,"rel":53422},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F27\u002F170147\u002F",[26],"外為どっとコム／伊藤忠総研レポート","）。ウォーシュ議長はインフレ抑制を最優先に掲げており、今回が議長就任2回目の会合となる。FOMCに続き、日本銀行の金融政策決定会合も7月30〜31日に控えている（",[22,53426,332],{"href":53427,"rel":53428},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F374229\u002F",[26],[15,53430,45],{"id":45},[11,53432,53433],{},"FRBが利上げに動けばドル高・円安が一段と進みやすく、輸入物価の高止まりが続く可能性がある。据え置きでも「次回以降の利上げを示唆するタカ派的なトーン」が声明に含まれれば、円安基調は崩れにくい。今週は日米の金融政策決定が重なるため、ドル円の振れ幅が大きくなりやすい点に留意しておきたい。",[15,53435,51],{"id":51},[11,53437,53438],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の為替・金利動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":53440},[53441,53442,53443],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月28〜29日のFOMCで据え置き予想が優勢だが、利上げ確率35.8%は無視できない水準。ドル円163円台後半の今、FRBの声明トーン次第で円安が加速するか落ち着くかの分岐点となる。",{},"\u002Freading\u002Farticles\u002F2026-07-28-fomc-july-rate-hike-yen","2026-07-28T09:00:00+09:00",{"title":53347,"description":53444},"reading\u002Farticles\u002F2026-07-28-fomc-july-rate-hike-yen",[164,73],"LRBZ6TpcwdDdyQPJdHr13MoLTcz-ddBnV7Oc9VP0ATk",{"id":53453,"title":53454,"author":6,"body":53455,"category":62,"dataDate":6,"date":53557,"description":53558,"extension":65,"image":6,"meta":53559,"navigation":67,"path":53560,"publishedAt":53561,"seo":53562,"stem":53563,"tags":53564,"type":6,"updated":6,"__hash__":53566},"articles\u002Freading\u002Farticles\u002F2026-07-27-kojin-kokusai-july-rate-high.md","個人向け国債7月募集の金利が上昇、固定5年は1.95%に",{"type":8,"value":53456,"toc":53552},[53457,53460,53462,53465,53511,53518,53533,53542,53544,53547,53549],[11,53458,53459],{},"6月に実施された日本銀行の利上げを受け、個人向け国債の7月募集分の金利が全タイプで上昇した。固定5年は年1.95%（税引き前）と近年まれな水準に達しており、個人マネーの行き先として注目を集めている。",[15,53461,17],{"id":17},[11,53463,53464],{},"財務省が発行する個人向け国債（2026年7月募集分・発行日8月17日）の適用金利は以下のとおりとなった。",[2752,53466,53467,53479],{},[2755,53468,53469],{},[2758,53470,53471,53474,53477],{},[2761,53472,53473],{},"タイプ",[2761,53475,53476],{},"金利（税引き前）",[2761,53478,6985],{},[2768,53480,53481,53491,53501],{},[2758,53482,53483,53485,53488],{},[2773,53484,10681],{},[2773,53486,53487],{},"1.80%",[2773,53489,53490],{},"+0.06%",[2758,53492,53493,53495,53498],{},[2773,53494,10694],{},[2773,53496,53497],{},"1.95%",[2773,53499,53500],{},"+0.09%",[2758,53502,53503,53505,53508],{},[2773,53504,10707],{},[2773,53506,53507],{},"1.56%",[2773,53509,53510],{},"+0.05%",[11,53512,7134,53513,1714],{},[22,53514,53517],{"href":53515,"rel":53516},"https:\u002F\u002Fnews.mynavi.jp\u002Fpremium\u002Farticle\u002F20260703-4654005\u002F",[26],"マイナビニュース 2026年7月3日掲載",[11,53519,53520,53521,53526,53527,53532],{},"背景にあるのが2026年6月16日の日銀追加利上げだ。政策金利は0.75%から1.00%へ引き上げられ、",[22,53522,53525],{"href":53523,"rel":53524},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB12BTR0S6A610C2000000\u002F",[26],"約31年ぶりの高水準","となった。これを受けて市場金利が上昇し、国債利回りに連動する形で個人向け国債の適用金利も上昇した。日銀は今週（7月30〜31日）も決定会合を開くが、市場では",[22,53528,53531],{"href":53529,"rel":53530},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Feconomy-news\u002Farticle-1615676",[26],"政策金利の据え置きが大勢","を占めている。",[11,53534,53535,53536,53541],{},"本日27日の東京市場は、日経平均株価が64,931円（前週末比+320円04銭）で反発。",[22,53537,53540],{"href":53538,"rel":53539},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F759253",[26],"ドル円は163.62円","と163円台半ばで推移した。",[15,53543,45],{"id":45},[11,53545,53546],{},"個人向け国債は元本割れリスクがなく1万円から購入でき、最低金利0.05%も保証されている。今回の水準は2024年前半まで0.5%未満が続いていた時期と比べると大幅に改善しており、リスクを抑えながら金利メリットを確保したい層には現実的な選択肢として浮上しやすい。7月募集の購入期限は7月31日（金）のため、関心がある場合は早めに各金融機関の受付を確認しておきたい。",[15,53548,51],{"id":51},[11,53550,53551],{},"本記事は情報提供を目的としたものであり、特定の金融商品の購入・売却を推奨するものではありません。個人向け国債を含む金融商品への投資は、ご自身の判断と責任において行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":53553},[53554,53555,53556],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-27","6月の日銀利上げを受け、7月募集の個人向け国債金利が全タイプで上昇。固定5年は1.95%に達し、数年前と比べ大幅に改善した水準となっている。",{},"\u002Freading\u002Farticles\u002F2026-07-27-kojin-kokusai-july-rate-high","2026-07-27T20:00:00+09:00",{"title":53454,"description":53558},"reading\u002Farticles\u002F2026-07-27-kojin-kokusai-july-rate-high",[73,53565],"beginner","IGMFvVdCwls1lQOapt9hSS1n-vYgIswR6JFztQfNlbY",{"id":53568,"title":53569,"author":6,"body":53570,"category":62,"dataDate":6,"date":53557,"description":53622,"extension":65,"image":6,"meta":53623,"navigation":67,"path":53624,"publishedAt":53625,"seo":53626,"stem":53627,"tags":53628,"type":6,"updated":6,"__hash__":53629},"articles\u002Freading\u002Farticles\u002F2026-07-27-fomc-boj-policy-week.md","今週はFOMC＋日銀会合が同時開催——前場は反発も「政策週」で波乱に備えを",{"type":8,"value":53571,"toc":53617},[53572,53580,53582,53589,53600,53607,53609,53612,53614],[11,53573,53574,53575,53579],{},"7月27日の東京前場、日経平均株価は前週末比152円86銭高の6万4764円01銭で引けた（",[22,53576,983],{"href":53577,"rel":53578},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F759206",[26],"）。週明けは反発スタートとなったが、今週は日米の金融政策決定が同じ週に重なる、2026年でも指折りの「材料密度」が高い週にあたる。",[15,53581,17],{"id":17},[11,53583,53584,53585,42],{},"米連邦公開市場委員会（FOMC）が7月28〜29日、続いて日本銀行（日銀）の金融政策決定会合が7月30〜31日に開かれる。両会合ともに政策金利の据え置きが基本シナリオとされているが、FOMCでは利上げ確率が30%超まで浮上しているとの観測も出ている（",[22,53586,332],{"href":53587,"rel":53588},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F374229",[26],[11,53590,53591,53592,53595,53596,42],{},"日銀は6月会合で中東情勢を起点とした原油高・物価上振れを理由に利上げを実施しており、7月は「前回の効果を見極める」局面とされる（",[22,53593,315],{"href":52196,"rel":53594},[26],"）。一方でドル円は163円前後で推移しており、日米金利差を背景とした円安圧力が続いている（",[22,53597,849],{"href":53598,"rel":53599},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F13\u002F122415",[26],[11,53601,53602,53603,42],{},"前場は「米国がイランへの大規模攻撃を見送った」との報道を受けた中東情勢の小康を好感した買いが先行したが、午前後半には半導体・AI関連株を中心に戻り売りに押される場面もあった（",[22,53604,992],{"href":53605,"rel":53606},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002F4a7f94cfb63b8caa281d1ec5f8c96f8e4658e516",[26],[15,53608,45],{"id":45},[11,53610,53611],{},"FOMC・日銀の両会合をどちらかひとつも「サプライズ」なく通過できれば、市場は一時的に落ち着きを取り戻す可能性がある。一方で原油高が続く間は輸入インフレ圧力が残り、円安が家計の実質的な購買力を削る構図は変わらない。NISAで積み立てを続けている人にとっては、今週の為替・金利の動向が来月の購入単価に影響しうる局面といえる。",[15,53613,51],{"id":51},[11,53615,53616],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品の購入を推奨するものではなく、将来の相場や金融政策を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":53618},[53619,53620,53621],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月28〜29日にFOMC、30〜31日に日銀会合と、日米の金融政策決定が同じ週に集中。前場の日経平均は反発したが、金利・為替・決算が絡む「複合材料週」の構図を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-27-fomc-boj-policy-week","2026-07-27T13:00:00+09:00",{"title":53569,"description":53622},"reading\u002Farticles\u002F2026-07-27-fomc-boj-policy-week",[73,236],"SBFaIJfMZEfsd4y5l47EADoI_dgmGq_IobsVOGJsn8k",{"id":53631,"title":53632,"author":6,"body":53633,"category":62,"dataDate":6,"date":53557,"description":53690,"extension":65,"image":6,"meta":53691,"navigation":67,"path":53692,"publishedAt":53693,"seo":53694,"stem":53695,"tags":53696,"type":6,"updated":6,"__hash__":53697},"articles\u002Freading\u002Farticles\u002F2026-07-27-japan-june-cpi-summer-inflation.md","6月コアCPI+1.6%の「落ち着いた数字」の裏——夏以降に加速する物価の読み方",{"type":8,"value":53634,"toc":53685},[53635,53643,53645,53653,53660,53670,53672,53680,53682],[11,53636,53637,53638,53642],{},"7月24日（金）、総務省は6月分の全国消費者物価指数（CPI）を発表した。生鮮食品を除くコアCPIは前年同月比+1.6%（5月は+1.4%）と0.2ポイント加速したが、5カ月連続でBOJの目標「2%」を下回る結果となった（",[22,53639,315],{"href":53640,"rel":53641},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA234930T20C26A7000000\u002F",[26],"）。数字だけ見ると「落ち着いている」ように映るが、背景を読むと夏以降の加速を示唆する要素が積み上がっている。",[15,53644,17],{"id":17},[11,53646,53647,53648,42],{},"コア+1.6%の「押さえ役」になったのは主にエネルギーだ。前年比でマイナスとなった電気代・ガス代が全体を押し下げ、表面上の数字を抑えている。一方、生鮮食品とエネルギーを両方除いた**コアコアCPIは+1.9%**と2%に迫っており、賃金コストや円安による輸入価格の上昇が食品・サービス価格に浸透しつつあることを示している（",[22,53649,53652],{"href":53650,"rel":53651},"https:\u002F\u002Fwww.dir.co.jp\u002Freport\u002Fresearch\u002Feconomics\u002Fjapan\u002F20260724_025934.html",[26],"大和総研",[11,53654,53655,53656,42],{},"食料（生鮮除く）は前年比+3.1%と11カ月連続の上昇が続く。7月以降はさらなる押し上げ要因がある。山崎製パン（食パン類平均6.6%増）・東洋水産ほかの即席麺・伊藤ハム（5〜30%増）など2,566品目の値上げが7月に実施済みで、次回（7月分・8月末発表）のCPIにはその分が上乗せされてくる（",[22,53657,53659],{"href":13456,"rel":53658},[26],"プライシー",[11,53661,53662,53663,53666,53667,42],{},"為替面では、ドル円が163〜164円台と約40年ぶり水準に近づいており（",[22,53664,849],{"href":52265,"rel":53665},[26],"）、輸入原材料のコスト上昇を通じた価格転嫁圧力が続く。大和総研は「夏以降にコアCPIが2%台に乗せてくる公算が大きい」と指摘している（",[22,53668,53652],{"href":53650,"rel":53669},[26],[15,53671,45],{"id":45},[11,53673,53674,53675,53679],{},"「コア2%割れ」という見出しは正確でも、コアコアが+1.9%・食品が+3.1%という内訳は、エネルギー補助が縮小されるか円安がさらに進めば一気に加速しうる状態を示している。日銀は7月30〜31日の金融政策決定会合で政策金利（現在1.0%）の据え置きが有力視されているが、夏以降に物価加速が確認されれば秋から年末（10〜12月）にかけての追加利上げ観測が高まる可能性がある（",[22,53676,315],{"href":53677,"rel":53678},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL175BMTX10C26A7000000\u002F",[26],"）。家計の実感値に近いコアコアの動きを今後も追うことが、食費・光熱費の先読みにつながりそうだ。",[15,53681,51],{"id":51},[11,53683,53684],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の物価動向・金利・為替水準を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":53686},[53687,53688,53689],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月24日発表の6月全国コアCPIは+1.6%で5カ月連続の2%割れ。しかしコアコアは+1.9%に達しており、7月の食品2,566品目値上げとドル円164円台の圧力が今後の加速要因となりそうだ。",{},"\u002Freading\u002Farticles\u002F2026-07-27-japan-june-cpi-summer-inflation","2026-07-27T09:00:00+09:00",{"title":53632,"description":53690},"reading\u002Farticles\u002F2026-07-27-japan-june-cpi-summer-inflation",[236,73],"eq2rNqe7sviWtAhyh-ZqDnPV-AwYcn8I-kDpcZyo7b8",{"id":53699,"title":53700,"author":6,"body":53701,"category":62,"dataDate":6,"date":53755,"description":53756,"extension":65,"image":6,"meta":53757,"navigation":67,"path":53758,"publishedAt":53759,"seo":53760,"stem":53761,"tags":53762,"type":6,"updated":6,"__hash__":53763},"articles\u002Freading\u002Farticles\u002F2026-07-26-gasoline-170-milestone.md","レギュラーガソリン約4カ月ぶりに170円台──7月21日時点で170.0円、原油高と円安の圧力続く",{"type":8,"value":53702,"toc":53750},[53703,53706,53708,53717,53726,53734,53736,53745,53747],[11,53704,53705],{},"今年3月以来、初めてレギュラーガソリンの全国平均が170円台に乗せた。夏休みのドライブシーズンと重なるタイミングだ。",[15,53707,17],{"id":17},[11,53709,53710,53711,53716],{},"資源エネルギー庁の週次調査によると、",[22,53712,53715],{"href":53713,"rel":53714},"https:\u002F\u002Fcarview.yahoo.co.jp\u002Fnews\u002Fdetail\u002Fc241c3e894dae3524f454576b9c0fe3b959ec185\u002F",[26],"7月21日時点のレギュラーガソリン全国平均価格は170.0円\u002FL（前週比+0.1円）","となり、2026年3月以来約4カ月ぶりの170円台到達となった（7月23日公表）。",[11,53718,53719,53720,53725],{},"上昇の主因は原油高と円安の重なりだ。中東情勢の緊張継続（イランのホルムズ海峡をめぐる動向）でWTI原油先物が91ドル台前後で高止まりしており（",[22,53721,53724],{"href":53722,"rel":53723},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-24\u002FTINHHXT96OSG00",[26],"Bloomberg、7月24日","）、ドル円は163〜164円台と1986年以来の円安水準が続いていることが、輸入コストを押し上げている。",[11,53727,53728,53729,53733],{},"政府は「燃料油激変緩和措置」として、",[22,53730,53732],{"href":3767,"rel":53731},[26],"7月16〜22日の補助金単価を7.5円\u002FL","（前週比+4.7円）に設定したが、補助込みで170円台に達した。補助なしの実勢では177〜178円台前後の水準とみられる。",[15,53735,45],{"id":45},[11,53737,53738,53739,53744],{},"夏休み期間は帰省や遠出でガソリン消費が増えやすい。食料品が7月に",[22,53740,53743],{"href":53741,"rel":53742},"https:\u002F\u002Fwww.nippon.com\u002Fja\u002Fjapan-data\u002Fh02828\u002F",[26],"2,566品目値上がり","する中、ガソリン代も170円台に達したことで、移動費を含む夏の家計コストは例年より高めとなりそうだ。7月31日の日銀会合で利上げ継続の示唆が出れば円高方向に振れる可能性があり、来週以降の為替・原油輸入コストの動向が引き続き注目される。",[15,53746,51],{"id":51},[11,53748,53749],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来のガソリン価格・補助金水準・為替を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":53751},[53752,53753,53754],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-26","7月21日調査のレギュラーガソリン全国平均が170.0円\u002FLに達し、2026年3月以来約4カ月ぶりの170円台。WTI原油が91ドル台で高止まりし、政府補助（7.5円\u002FL）でもギリギリの水準が続く。夏休みシーズンと重なる。",{},"\u002Freading\u002Farticles\u002F2026-07-26-gasoline-170-milestone","2026-07-26T20:00:00+09:00",{"title":53700,"description":53756},"reading\u002Farticles\u002F2026-07-26-gasoline-170-milestone",[629,236],"Sm544H0d5xgCtnA2lJ3o3uySUMhpjOUBMklq_-PC0j0",{"id":53765,"title":53766,"author":6,"body":53767,"category":73,"dataDate":6,"date":53755,"description":54983,"extension":65,"image":6,"meta":54984,"navigation":67,"path":54985,"publishedAt":54986,"seo":54987,"stem":54988,"tags":54989,"type":6,"updated":6,"__hash__":54990},"articles\u002Freading\u002Farticles\u002F2026-07-26-weekly-earnings.md","今週の注目決算まとめ（2026\u002F7\u002F27週）",{"type":8,"value":53768,"toc":54976},[53769,53779,53783,53785,53869,53873,53877,53879,54949,54951,54961,54963,54972,54974],[11,53770,53771,53772,49811,53775,53778],{},"来週（2026年7月27日〜8月2日）は、",[33,53773,53774],{},"75社",[33,53776,53777],{},"全75社が7月30日（木）に集中","しており、製造業・医薬品・金融・半導体など多セクターにわたる顔ぶれとなっています。ファナック・キヤノン・信越化学工業・中外製薬・ルネサスエレクトロニクスなど知名度の高い企業も名を連ねます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,53780,53782],{"id":53781},"今週の注目決算727週予定","今週の注目決算（7\u002F27週・予定）",[11,53784,13937],{},[13939,53786,53787],{},[2752,53788,53789,53799],{},[2755,53790,53791],{},[2758,53792,53793,53795,53797],{},[2761,53794,13949],{},[2761,53796,13952],{},[2761,53798,13955],{},[2768,53800,53801,53811,53821,53830,53839,53849,53859],{},[2758,53802,53803,53806,53808],{},[2773,53804,53805],{},"ルネサスエレクトロニクス（6723）",[2773,53807,13965],{},[2773,53809,53810],{},"7\u002F30(木) 09:00",[2758,53812,53813,53816,53818],{},[2773,53814,53815],{},"信越化学工業（4063）",[2773,53817,13976],{},[2773,53819,53820],{},"7\u002F30(木) 15:30",[2758,53822,53823,53826,53828],{},[2773,53824,53825],{},"キヤノン（7751）",[2773,53827,13965],{},[2773,53829,53820],{},[2758,53831,53832,53835,53837],{},[2773,53833,53834],{},"ファナック（6954）",[2773,53836,13976],{},[2773,53838,53820],{},[2758,53840,53841,53844,53846],{},[2773,53842,53843],{},"三菱自動車工業（7211）",[2773,53845,13976],{},[2773,53847,53848],{},"7\u002F30(木) 15:35",[2758,53850,53851,53854,53856],{},[2773,53852,53853],{},"ＳＣＲＥＥＮホールディングス（7735）",[2773,53855,13976],{},[2773,53857,53858],{},"7\u002F30(木) 15:45",[2758,53860,53861,53864,53866],{},[2773,53862,53863],{},"中外製薬（4519）",[2773,53865,13965],{},[2773,53867,53868],{},"7\u002F30(木) 16:00",[11,53870,53871,14034],{},[33,53872,14033],{},[15,53874,53876],{"id":53875},"発表予定の全リスト72782","発表予定の全リスト（7\u002F27〜8\u002F2）",[11,53878,14041],{},[13939,53880,53881],{},[2752,53882,53883,53897],{},[2755,53884,53885],{},[2758,53886,53887,53889,53891,53893,53895],{},[2761,53888,14052],{},[2761,53890,14055],{},[2761,53892,14058],{},[2761,53894,14061],{},[2761,53896,13952],{},[2768,53898,53899,53914,53928,53943,53957,53971,53985,53999,54014,54028,54042,54056,54070,54084,54098,54112,54126,54140,54154,54168,54182,54196,54210,54224,54238,54252,54266,54280,54294,54308,54322,54336,54350,54364,54378,54392,54406,54420,54434,54448,54462,54476,54490,54504,54518,54532,54546,54560,54574,54588,54602,54616,54630,54644,54658,54672,54686,54698,54712,54726,54740,54754,54768,54782,54796,54810,54824,54838,54852,54865,54879,54893,54907,54921,54935],{},[2758,53900,53901,53904,53906,53909,53912],{},[2773,53902,53903],{},"7\u002F30(木)",[2773,53905,30510],{},[2773,53907,53908],{},"6723",[2773,53910,53911],{},"ルネサスエレクトロニクス",[2773,53913,13965],{},[2758,53915,53916,53918,53920,53923,53926],{},[2773,53917,53903],{},[2773,53919,17710],{},[2773,53921,53922],{},"5344",[2773,53924,53925],{},"ＭＡＲＵＷＡ",[2773,53927,13976],{},[2758,53929,53930,53932,53935,53938,53941],{},[2773,53931,53903],{},[2773,53933,53934],{},"11:25",[2773,53936,53937],{},"8706",[2773,53939,53940],{},"極東証券",[2773,53942,13976],{},[2758,53944,53945,53947,53949,53952,53955],{},[2773,53946,53903],{},[2773,53948,14288],{},[2773,53950,53951],{},"8595",[2773,53953,53954],{},"ジャフコ グループ",[2773,53956,13976],{},[2758,53958,53959,53961,53963,53966,53969],{},[2773,53960,53903],{},[2773,53962,14402],{},[2773,53964,53965],{},"1964",[2773,53967,53968],{},"中外炉工業",[2773,53970,13976],{},[2758,53972,53973,53975,53977,53980,53983],{},[2773,53974,53903],{},[2773,53976,14402],{},[2773,53978,53979],{},"3912",[2773,53981,53982],{},"モバイルファクトリー",[2773,53984,13965],{},[2758,53986,53987,53989,53991,53994,53997],{},[2773,53988,53903],{},[2773,53990,14402],{},[2773,53992,53993],{},"9691",[2773,53995,53996],{},"両毛システムズ",[2773,53998,13976],{},[2758,54000,54001,54003,54006,54009,54012],{},[2773,54002,53903],{},[2773,54004,54005],{},"13:45",[2773,54007,54008],{},"6858",[2773,54010,54011],{},"小野測器",[2773,54013,13965],{},[2758,54015,54016,54018,54020,54023,54026],{},[2773,54017,53903],{},[2773,54019,14544],{},[2773,54021,54022],{},"8388",[2773,54024,54025],{},"阿波銀行",[2773,54027,13976],{},[2758,54029,54030,54032,54034,54037,54040],{},[2773,54031,53903],{},[2773,54033,14544],{},[2773,54035,54036],{},"8617",[2773,54038,54039],{},"光世証券",[2773,54041,13976],{},[2758,54043,54044,54046,54048,54051,54054],{},[2773,54045,53903],{},[2773,54047,14544],{},[2773,54049,54050],{},"9701",[2773,54052,54053],{},"東京會舘",[2773,54055,13976],{},[2758,54057,54058,54060,54062,54065,54068],{},[2773,54059,53903],{},[2773,54061,14544],{},[2773,54063,54064],{},"9818",[2773,54066,54067],{},"大丸エナウィン",[2773,54069,13976],{},[2758,54071,54072,54074,54076,54079,54082],{},[2773,54073,53903],{},[2773,54075,14672],{},[2773,54077,54078],{},"4462",[2773,54080,54081],{},"石原ケミカル",[2773,54083,13976],{},[2758,54085,54086,54088,54090,54093,54096],{},[2773,54087,53903],{},[2773,54089,14672],{},[2773,54091,54092],{},"5659",[2773,54094,54095],{},"日本精線",[2773,54097,13976],{},[2758,54099,54100,54102,54104,54107,54110],{},[2773,54101,53903],{},[2773,54103,14672],{},[2773,54105,54106],{},"8341",[2773,54108,54109],{},"七十七銀行",[2773,54111,13976],{},[2758,54113,54114,54116,54118,54121,54124],{},[2773,54115,53903],{},[2773,54117,14729],{},[2773,54119,54120],{},"1959",[2773,54122,54123],{},"クラフティア",[2773,54125,13976],{},[2758,54127,54128,54130,54132,54135,54138],{},[2773,54129,53903],{},[2773,54131,14729],{},[2773,54133,54134],{},"1972",[2773,54136,54137],{},"三鍬金属工業",[2773,54139,13976],{},[2758,54141,54142,54144,54146,54149,54152],{},[2773,54143,53903],{},[2773,54145,14729],{},[2773,54147,54148],{},"2804",[2773,54150,54151],{},"ブルドックソース",[2773,54153,13976],{},[2758,54155,54156,54158,54160,54163,54166],{},[2773,54157,53903],{},[2773,54159,14729],{},[2773,54161,54162],{},"4733",[2773,54164,54165],{},"オービックビジネスコンサルタント",[2773,54167,13976],{},[2758,54169,54170,54172,54174,54177,54180],{},[2773,54171,53903],{},[2773,54173,14729],{},[2773,54175,54176],{},"6436",[2773,54178,54179],{},"アマノ",[2773,54181,13976],{},[2758,54183,54184,54186,54188,54191,54194],{},[2773,54185,53903],{},[2773,54187,14729],{},[2773,54189,54190],{},"7299",[2773,54192,54193],{},"フジオーゼックス",[2773,54195,13976],{},[2758,54197,54198,54200,54202,54205,54208],{},[2773,54199,53903],{},[2773,54201,14729],{},[2773,54203,54204],{},"7931",[2773,54206,54207],{},"未来工業",[2773,54209,13976],{},[2758,54211,54212,54214,54216,54219,54222],{},[2773,54213,53903],{},[2773,54215,14729],{},[2773,54217,54218],{},"8377",[2773,54220,54221],{},"ほくほくフィナンシャルグループ",[2773,54223,13976],{},[2758,54225,54226,54228,54230,54233,54236],{},[2773,54227,53903],{},[2773,54229,14729],{},[2773,54231,54232],{},"8864",[2773,54234,54235],{},"空港施設",[2773,54237,13976],{},[2758,54239,54240,54242,54244,54247,54250],{},[2773,54241,53903],{},[2773,54243,14729],{},[2773,54245,54246],{},"9353",[2773,54248,54249],{},"樺島港頭",[2773,54251,13976],{},[2758,54253,54254,54256,54258,54261,54264],{},[2773,54255,53903],{},[2773,54257,14729],{},[2773,54259,54260],{},"9914",[2773,54262,54263],{},"植松商会",[2773,54265,13976],{},[2758,54267,54268,54270,54272,54275,54278],{},[2773,54269,53903],{},[2773,54271,14729],{},[2773,54273,54274],{},"9962",[2773,54276,54277],{},"ミスミグループ本社",[2773,54279,13976],{},[2758,54281,54282,54284,54286,54289,54292],{},[2773,54283,53903],{},[2773,54285,15053],{},[2773,54287,54288],{},"2218",[2773,54290,54291],{},"日糧製パン",[2773,54293,13976],{},[2758,54295,54296,54298,54300,54303,54306],{},[2773,54297,53903],{},[2773,54299,15053],{},[2773,54301,54302],{},"2268",[2773,54304,54305],{},"Ｂ－Ｒ サーティワン アイスクリーム",[2773,54307,13965],{},[2758,54309,54310,54312,54314,54317,54320],{},[2773,54311,53903],{},[2773,54313,15053],{},[2773,54315,54316],{},"2664",[2773,54318,54319],{},"カワチ薬品",[2773,54321,13976],{},[2758,54323,54324,54326,54328,54331,54334],{},[2773,54325,53903],{},[2773,54327,15053],{},[2773,54329,54330],{},"3091",[2773,54332,54333],{},"ブロンコビリー",[2773,54335,13965],{},[2758,54337,54338,54340,54342,54345,54348],{},[2773,54339,53903],{},[2773,54341,15053],{},[2773,54343,54344],{},"3199",[2773,54346,54347],{},"綿半ホールディングス",[2773,54349,13976],{},[2758,54351,54352,54354,54356,54359,54362],{},[2773,54353,53903],{},[2773,54355,15053],{},[2773,54357,54358],{},"3969",[2773,54360,54361],{},"エイトレッド",[2773,54363,13976],{},[2758,54365,54366,54368,54370,54373,54376],{},[2773,54367,53903],{},[2773,54369,15053],{},[2773,54371,54372],{},"4063",[2773,54374,54375],{},"信越化学工業",[2773,54377,13976],{},[2758,54379,54380,54382,54384,54387,54390],{},[2773,54381,53903],{},[2773,54383,15053],{},[2773,54385,54386],{},"4107",[2773,54388,54389],{},"伊勢化学工業",[2773,54391,13965],{},[2758,54393,54394,54396,54398,54401,54404],{},[2773,54395,53903],{},[2773,54397,15053],{},[2773,54399,54400],{},"4684",[2773,54402,54403],{},"オービック",[2773,54405,13976],{},[2758,54407,54408,54410,54412,54415,54418],{},[2773,54409,53903],{},[2773,54411,15053],{},[2773,54413,54414],{},"4765",[2773,54416,54417],{},"ＳＢＩグローバルアセットマネジメント",[2773,54419,13976],{},[2758,54421,54422,54424,54426,54429,54432],{},[2773,54423,53903],{},[2773,54425,15053],{},[2773,54427,54428],{},"6807",[2773,54430,54431],{},"日本航空電子工業",[2773,54433,13976],{},[2758,54435,54436,54438,54440,54443,54446],{},[2773,54437,53903],{},[2773,54439,15053],{},[2773,54441,54442],{},"6954",[2773,54444,54445],{},"ファナック",[2773,54447,13976],{},[2758,54449,54450,54452,54454,54457,54460],{},[2773,54451,53903],{},[2773,54453,15053],{},[2773,54455,54456],{},"7175",[2773,54458,54459],{},"今村証券",[2773,54461,13976],{},[2758,54463,54464,54466,54468,54471,54474],{},[2773,54465,53903],{},[2773,54467,15053],{},[2773,54469,54470],{},"7422",[2773,54472,54473],{},"東邦レマック",[2773,54475,13965],{},[2758,54477,54478,54480,54482,54485,54488],{},[2773,54479,53903],{},[2773,54481,15053],{},[2773,54483,54484],{},"7646",[2773,54486,54487],{},"ＰＬＡＮＴ",[2773,54489,14110],{},[2758,54491,54492,54494,54496,54499,54502],{},[2773,54493,53903],{},[2773,54495,15053],{},[2773,54497,54498],{},"7751",[2773,54500,54501],{},"キヤノン",[2773,54503,13965],{},[2758,54505,54506,54508,54510,54513,54516],{},[2773,54507,53903],{},[2773,54509,15053],{},[2773,54511,54512],{},"7939",[2773,54514,54515],{},"研創",[2773,54517,13976],{},[2758,54519,54520,54522,54524,54527,54530],{},[2773,54521,53903],{},[2773,54523,15053],{},[2773,54525,54526],{},"7949",[2773,54528,54529],{},"小松ウオール工業",[2773,54531,13976],{},[2758,54533,54534,54536,54538,54541,54544],{},[2773,54535,53903],{},[2773,54537,15053],{},[2773,54539,54540],{},"7970",[2773,54542,54543],{},"信越ポリマー",[2773,54545,13976],{},[2758,54547,54548,54550,54552,54555,54558],{},[2773,54549,53903],{},[2773,54551,15053],{},[2773,54553,54554],{},"8060",[2773,54556,54557],{},"キヤノンマーケティングジャパン",[2773,54559,13965],{},[2758,54561,54562,54564,54566,54569,54572],{},[2773,54563,53903],{},[2773,54565,15053],{},[2773,54567,54568],{},"8218",[2773,54570,54571],{},"コメリ",[2773,54573,13976],{},[2758,54575,54576,54578,54580,54583,54586],{},[2773,54577,53903],{},[2773,54579,15053],{},[2773,54581,54582],{},"8892",[2773,54584,54585],{},"エスコン",[2773,54587,13976],{},[2758,54589,54590,54592,54594,54597,54600],{},[2773,54591,53903],{},[2773,54593,15053],{},[2773,54595,54596],{},"9029",[2773,54598,54599],{},"ヒガシホールディングス",[2773,54601,13976],{},[2758,54603,54604,54606,54608,54611,54614],{},[2773,54605,53903],{},[2773,54607,15053],{},[2773,54609,54610],{},"9436",[2773,54612,54613],{},"沖縄セルラー電話",[2773,54615,13976],{},[2758,54617,54618,54620,54622,54625,54628],{},[2773,54619,53903],{},[2773,54621,15053],{},[2773,54623,54624],{},"9478",[2773,54626,54627],{},"ＳＥホールディングス・アンド・インキュベーションズ",[2773,54629,13976],{},[2758,54631,54632,54634,54636,54639,54642],{},[2773,54633,53903],{},[2773,54635,15053],{},[2773,54637,54638],{},"9551",[2773,54640,54641],{},"メタウォーター",[2773,54643,13976],{},[2758,54645,54646,54648,54650,54653,54656],{},[2773,54647,53903],{},[2773,54649,15053],{},[2773,54651,54652],{},"9629",[2773,54654,54655],{},"ピー・シー・エー",[2773,54657,13976],{},[2758,54659,54660,54662,54664,54667,54670],{},[2773,54661,53903],{},[2773,54663,15053],{},[2773,54665,54666],{},"9698",[2773,54668,54669],{},"クレオ",[2773,54671,13976],{},[2758,54673,54674,54676,54678,54681,54684],{},[2773,54675,53903],{},[2773,54677,15053],{},[2773,54679,54680],{},"9733",[2773,54682,54683],{},"ナガセ",[2773,54685,13976],{},[2758,54687,54688,54690,54692,54694,54696],{},[2773,54689,53903],{},[2773,54691,16750],{},[2773,54693,49511],{},[2773,54695,49514],{},[2773,54697,13976],{},[2758,54699,54700,54702,54704,54707,54710],{},[2773,54701,53903],{},[2773,54703,16893],{},[2773,54705,54706],{},"7735",[2773,54708,54709],{},"ＳＣＲＥＥＮホールディングス",[2773,54711,13976],{},[2758,54713,54714,54716,54718,54721,54724],{},[2773,54715,53903],{},[2773,54717,16922],{},[2773,54719,54720],{},"1723",[2773,54722,54723],{},"日本電技",[2773,54725,13976],{},[2758,54727,54728,54730,54732,54735,54738],{},[2773,54729,53903],{},[2773,54731,16922],{},[2773,54733,54734],{},"1869",[2773,54736,54737],{},"名工建設",[2773,54739,13976],{},[2758,54741,54742,54744,54746,54749,54752],{},[2773,54743,53903],{},[2773,54745,16922],{},[2773,54747,54748],{},"4366",[2773,54750,54751],{},"ダイトーケミックス",[2773,54753,13976],{},[2758,54755,54756,54758,54760,54763,54766],{},[2773,54757,53903],{},[2773,54759,16922],{},[2773,54761,54762],{},"4519",[2773,54764,54765],{},"中外製薬",[2773,54767,13965],{},[2758,54769,54770,54772,54774,54777,54780],{},[2773,54771,53903],{},[2773,54773,16922],{},[2773,54775,54776],{},"4722",[2773,54778,54779],{},"フューチャー",[2773,54781,13965],{},[2758,54783,54784,54786,54788,54791,54794],{},[2773,54785,53903],{},[2773,54787,16922],{},[2773,54789,54790],{},"4973",[2773,54792,54793],{},"日本高純度化学",[2773,54795,13976],{},[2758,54797,54798,54800,54802,54805,54808],{},[2773,54799,53903],{},[2773,54801,16922],{},[2773,54803,54804],{},"5576",[2773,54806,54807],{},"オービスシステム",[2773,54809,13976],{},[2758,54811,54812,54814,54816,54819,54822],{},[2773,54813,53903],{},[2773,54815,16922],{},[2773,54817,54818],{},"6617",[2773,54820,54821],{},"東光高岳",[2773,54823,13976],{},[2758,54825,54826,54828,54830,54833,54836],{},[2773,54827,53903],{},[2773,54829,16922],{},[2773,54831,54832],{},"6629",[2773,54834,54835],{},"テクノホライゾン",[2773,54837,13976],{},[2758,54839,54840,54842,54844,54847,54850],{},[2773,54841,53903],{},[2773,54843,16922],{},[2773,54845,54846],{},"7327",[2773,54848,54849],{},"第四北越フィナンシャルグループ",[2773,54851,13976],{},[2758,54853,54854,54856,54858,54861,54863],{},[2773,54855,53903],{},[2773,54857,16922],{},[2773,54859,54860],{},"8052",[2773,54862,44342],{},[2773,54864,13976],{},[2758,54866,54867,54869,54871,54874,54877],{},[2773,54868,53903],{},[2773,54870,16922],{},[2773,54872,54873],{},"9991",[2773,54875,54876],{},"ジェコス",[2773,54878,13976],{},[2758,54880,54881,54883,54885,54888,54891],{},[2773,54882,53903],{},[2773,54884,39501],{},[2773,54886,54887],{},"6999",[2773,54889,54890],{},"ＫＯＡ",[2773,54892,13976],{},[2758,54894,54895,54897,54899,54902,54905],{},[2773,54896,53903],{},[2773,54898,17469],{},[2773,54900,54901],{},"5279",[2773,54903,54904],{},"日本興業",[2773,54906,13976],{},[2758,54908,54909,54911,54913,54916,54919],{},[2773,54910,53903],{},[2773,54912,17469],{},[2773,54914,54915],{},"8707",[2773,54917,54918],{},"岩井コスモホールディングス",[2773,54920,13976],{},[2758,54922,54923,54925,54927,54930,54933],{},[2773,54924,53903],{},[2773,54926,17540],{},[2773,54928,54929],{},"296A",[2773,54931,54932],{},"令和アカウンティング・ホールディングス",[2773,54934,13976],{},[2758,54936,54937,54939,54941,54944,54947],{},[2773,54938,53903],{},[2773,54940,17540],{},[2773,54942,54943],{},"6200",[2773,54945,54946],{},"インソース",[2773,54948,14110],{},[15,54950,28547],{"id":28547},[443,54952,54953,54955],{},[446,54954,28552],{},[446,54956,28555,54957,28560,54959,28564],{},[22,54958,28559],{"href":28558},[33,54960,28563],{},[15,54962,28567],{"id":28567},[443,54964,54965,54968],{},[446,54966,54967],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年7月26日時点）。",[446,54969,28575,54970,28579],{},[33,54971,28578],{},[15,54973,51],{"id":51},[11,54975,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":54977},[54978,54979,54980,54981,54982],{"id":53781,"depth":57,"text":53782},{"id":53875,"depth":57,"text":53876},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"7月27日〜8月2日の1週間で75社が決算発表を予定。全社が7月30日（木）に集中し、ファナック・キヤノン・信越化学工業・中外製薬など幅広いセクターの企業が並びます。",{},"\u002Freading\u002Farticles\u002F2026-07-26-weekly-earnings","2026-07-26T19:00:00+09:00",{"title":53766,"description":54983},"reading\u002Farticles\u002F2026-07-26-weekly-earnings",[28599,28600],"hbjVjfZaNT3z3ehLVQ-lOwY1RbTOaOhq37J9GGO-4qY",{"id":54992,"title":54993,"author":6,"body":54994,"category":62,"dataDate":6,"date":53755,"description":55048,"extension":65,"image":6,"meta":55049,"navigation":67,"path":55050,"publishedAt":55051,"seo":55052,"stem":55053,"tags":55054,"type":6,"updated":6,"__hash__":55055},"articles\u002Freading\u002Farticles\u002F2026-07-26-nikkei-drops-before-fomc-boj.md","日経平均が前場2000円超安——FOMC・日銀会合ダブル待ちで市場に警戒感",{"type":8,"value":54995,"toc":55043},[54996,54999,55001,55012,55027,55033,55035,55038,55040],[11,54997,54998],{},"7月26日の東京株式市場・前場、日経平均株価は一時前日比2281円安（7万85円台）まで下落し、安値圏での推移が続いた。今週は29日（水）に米FOMCの結果発表、31日（金）に日銀・金融政策決定会合が相次ぐ「ダブルイベント週」。両会合の結果を見極めたいとの様子見姿勢が広がったかたちだ。",[15,55000,17],{"id":17},[11,55002,55003,5389,55006,55011],{},[33,55004,55005],{},"前場の急落",[22,55007,55010],{"href":55008,"rel":55009},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755784",[26],"株式新聞Webによると","、26日午前9時27分に日経平均は前日比2281円03銭安の7万85円31銭の安値を付け、午前10時2分時点でも約2000円安の水準で推移した。",[11,55013,55014,5389,55017,55022,55023,42],{},[33,55015,55016],{},"今週の2大イベント",[22,55018,55021],{"href":55019,"rel":55020},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F26\u002F060400",[26],"外為どっとコムの週間予想（2026年7月26日）","によれば、7月29日（水）の米FOMCでは政策金利3.50〜3.75%の据え置きが予想されるが、原油高によるインフレ再加速の評価がウォーシュFRB議長の会見で焦点になる。7月31日（金）の日銀会合では、6月に行った利上げの効果を見極める段階とみられており、政策金利1.00%の維持が大方の予想だ（",[22,55024,55026],{"href":52196,"rel":55025},[26],"日本経済新聞、2026年7月23日",[11,55028,55029,55032],{},[33,55030,55031],{},"ドル円は164円前後","：現在のドル円レートは164円目前と約40年ぶりの円安水準で推移。来週の予想レンジは162円台後半〜165円台前半とされており、日銀会合後に追加利上げへの示唆が出れば円買いに振れる可能性がある一方、進行が続けば当局の介入警戒も高まる局面だ。",[15,55034,45],{"id":45},[11,55036,55037],{},"円安164円水準は輸入食品・エネルギーの価格上昇を通じて家計の物価圧力を継続させやすい。日銀が31日の会合で「物価見通しを上方修正しつつも利上げは急がない」とのメッセージを出した場合、円安が再び進みやすくなるため、食料品・光熱費の価格動向には引き続き注意が必要だ。",[15,55039,51],{"id":51},[11,55041,55042],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価の動きを保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":55044},[55045,55046,55047],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月26日の東京前場、日経平均は約2300円安まで急落。29日のFOMCと31日の日銀会合を前に観望ムードが強まり、円安164円目前の水準も家計の物価上昇圧力として意識されている。",{},"\u002Freading\u002Farticles\u002F2026-07-26-nikkei-drops-before-fomc-boj","2026-07-26T13:00:00+09:00",{"title":54993,"description":55048},"reading\u002Farticles\u002F2026-07-26-nikkei-drops-before-fomc-boj",[73,236],"mFhMcdCJMcxSRcXjfCjbv9weUB7qSA7dytzecuJhhkM",{"id":55057,"title":55058,"author":6,"body":55059,"category":62,"dataDate":6,"date":53755,"description":55154,"extension":65,"image":6,"meta":55155,"navigation":67,"path":55156,"publishedAt":55157,"seo":55158,"stem":55159,"tags":55160,"type":6,"updated":6,"__hash__":55161},"articles\u002Freading\u002Farticles\u002F2026-07-26-dow-rebound-nasdaq-drop-fomc-boj-week.md","ダウ235ドル反発・ナスダック続落——「地政学リスク後退 vs AI投資不安」の綱引きと、今週FOMC・日銀が決める円安の行方",{"type":8,"value":55060,"toc":55149},[55061,55070,55072,55077,55085,55090,55096,55101,55108,55113,55133,55140,55142,55145,55147],[11,55062,55063,55064,55069],{},"7月24日（金）の米国市場は、同じ「株式市場」でも指数によって真逆の動きとなりました。ダウ工業株30種平均は",[22,55065,55068],{"href":55066,"rel":55067},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F374214",[26],"235.60ドル高（+0.46%）の51,947.25ドルと3日ぶりに反発","した一方、ナスダック総合指数は161.87ポイント安（−0.64%）と下落が続き、S&P500は3.68ポイント高（+0.05%）でほぼ横ばいで着地しました。",[15,55071,17],{"id":17},[11,55073,55074],{},[33,55075,55076],{},"ダウ反発の背景：地政学リスクの後退",[11,55078,55079,55080,55084],{},"ダウを押し上げたのは、米国とイランの間で戦闘終結に向けた交渉が再開するとの期待です。",[22,55081,9776],{"href":55082,"rel":55083},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2500G0V20C26A7000000\u002F",[26],"、この報道を受けて原油高が一服し、エネルギーや金融など「非テック」セクターに買いが広がりました。セールスフォースが3%超、IBM・トラベラーズがともに2%超上昇し、ダウの上げをけん引しています。",[11,55086,55087],{},[33,55088,55089],{},"ナスダック続落の背景：AI巨額投資への懸念がくすぶる",[11,55091,55092,55093,42],{},"一方でナスダックは、前日に引き続きAlphabetのAI設備投資拡大発表の余波を受け続けました。マグニフィセントセブンの値動きはまちまちで、半導体・テック株には売り圧力が残りました（",[22,55094,332],{"href":55066,"rel":55095},[26],[11,55097,55098],{},[33,55099,55100],{},"ドル円は163.99円——約40年ぶりの164円台が射程圏",[11,55102,55103,55104,55107],{},"為替ではドル円が週間で163.988円まで上昇し、約40年ぶりとなる164円台が目前となっています。",[22,55105,1645],{"href":52265,"rel":55106},[26],"では来週のドル円の想定レンジを161〜165円とし、7月31日の日銀総裁会見の発言内容が方向感を決めると指摘しています。",[11,55109,55110],{},[33,55111,55112],{},"今週の重要スケジュール（7\u002F28〜31）",[443,55114,55115,55121,55127],{},[446,55116,55117,55120],{},[33,55118,55119],{},"7月28〜29日",": FOMC（米連邦公開市場委員会）→政策金利は据え置き予想が中心",[446,55122,55123,55126],{},[33,55124,55125],{},"7月30〜31日",": 日銀金融政策決定会合→同じく据え置き見込み",[446,55128,55129,55132],{},[33,55130,55131],{},"7月30日前後",": 米個人消費支出（PCE）物価指数の発表（FRBが重視するインフレ指標）",[11,55134,55135,55139],{},[22,55136,55138],{"href":53587,"rel":55137},[26],"みんかぶFX の週間展望（7月25日配信）","によれば、FOMCと日銀会合はともに政策変更なしが有力視されていますが、会合後の声明や記者会見の発言次第で円相場が大きく振れる可能性があります。",[15,55141,45],{"id":45},[11,55143,55144],{},"「据え置き確定」でも相場は動く。市場が注目するのは政策の変更ではなく、「次の利上げ・利下げはいつか」を示唆するパウエル議長・植田総裁の言葉です。PCEデータが強い数字なら米利上げ観測が再燃し円安圧力が続く、日銀が秋以降の利上げに前向きなら円高方向——どちらに転んでも、ドル円164円前後という水準が変わらなければ、輸入食品やエネルギーの価格高止まりは家計に重荷が続く状況です。今週は来月以降の食費・光熱費の方向感を占う週になりそうです。",[15,55146,51],{"id":51},[11,55148,50855],{},{"title":56,"searchDepth":57,"depth":57,"links":55150},[55151,55152,55153],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月24日の米国市場はダウが3日ぶり反発、ナスダックは下落と二極化。背景にある地政学リスク緩和とAI投資懸念の綱引きを整理し、来週（7\u002F28〜31）のFOMC・日銀会合・PCEデータが円安164円と家計物価にどう効くかを読む。",{},"\u002Freading\u002Farticles\u002F2026-07-26-dow-rebound-nasdaq-drop-fomc-boj-week","2026-07-26T09:00:00+09:00",{"title":55058,"description":55154},"reading\u002Farticles\u002F2026-07-26-dow-rebound-nasdaq-drop-fomc-boj-week",[164,73],"3majlHRom4K-MVfQ76MPTd_0a4LU8DxQx3C7RiERylA",{"id":55163,"title":55164,"author":6,"body":55165,"category":62,"dataDate":6,"date":55228,"description":55229,"extension":65,"image":6,"meta":55230,"navigation":67,"path":55231,"publishedAt":55232,"seo":55233,"stem":55234,"tags":55235,"type":6,"updated":6,"__hash__":55236},"articles\u002Freading\u002Farticles\u002F2026-07-25-fomc-boj-week-nikkei-correction.md","来週「中銀ウィーク」を前に日経は週足で4%超の下落　FOMC・日銀会合が円安・物価を左右",{"type":8,"value":55166,"toc":55223},[55167,55181,55183,55186,55194,55201,55214,55216,55219,55221],[11,55168,55169,55170,55175,55176,42],{},"今週の日本株市場は荒れた週となった。米Alphabetの巨額AI設備投資計画が嫌気され、日経平均株価は週を通じて大幅に調整。7月25日の夜間取引では",[22,55171,55174],{"href":55172,"rel":55173},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202607250105\u002F",[26],"日経225先物が64,290円（270円安）","で引けており、6月25日につけた史上最高値72,366円からの下落率は約11%に達している（",[22,55177,55180],{"href":55178,"rel":55179},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0807\u002F",[26],"野村証券・市場分析",[15,55182,17],{"id":17},[11,55184,55185],{},"今週の下落は、グーグル親会社Alphabetが7月23日（米国時間）に発表した決算で、AIインフラへの2026年通期設備投資見通しを1,950〜2,050億ドルへ引き上げたことが起点だ。「投資先行で収益回収が後にずれる」という懸念が半導体・テック株全体に波及し、東京市場の半導体関連株も連鎖安となった。",[11,55187,55188,55193],{},[22,55189,55192],{"href":55190,"rel":55191},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F25\u002F004006",[26],"外為どっとコムの7月25日テクニカル分析","によると、日経平均のRSI（9日）は33.2%まで低下し、75日移動平均線（64,325円前後）が下値の支持として意識されている。",[11,55195,55196,55197,55200],{},"来週はFOMC（7月28〜29日）と日銀金融政策決定会合（7月30〜31日）が同じ週に集中する「中銀ウィーク」だ。",[22,55198,3725],{"href":52196,"rel":55199},[26],"によると、日銀は6月17日会合で政策金利を1.0%へ引き上げた後の影響を見極める段階として、7月は据え置く方針。FRBも同様に据え置きが見込まれているが、会合後の声明や記者会見での発言次第で円相場が大きく振れる展開も想定される。",[11,55202,55203,55204,55208,55209,55213],{},"為替面では、1ドル＝163〜164円台という水準が続いている。",[22,55205,13620],{"href":55206,"rel":55207},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260725\u002F862760.html",[26],"、7月24日のニューヨーク市場ではドル・円が163円88銭まで上昇する場面もあった。また、国内の長期金利も骨太方針をめぐる財政懸念から約30年ぶりの高水準での推移が続いており（",[22,55210,315],{"href":55211,"rel":55212},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB213LY0R20C26A7000000\u002F",[26],"）、住宅ローン金利や企業の借入コストへの影響が意識されている。",[15,55215,45],{"id":45},[11,55217,55218],{},"日銀・FRBとも「据え置き」が前提とはいえ、会合後の植田総裁・パウエル議長の発言が次の利上げ時期の読み方を変えうる。円安が163〜164円台にとどまれば、輸入食品・エネルギーの価格下押し効果は限定的で、8月以降の光熱費・食費へのコスト圧力が続きやすい。株価調整と物価高が重なる局面で、来週は方向感を決める節目になりそうだ。",[15,55220,51],{"id":51},[11,55222,1011],{},{"title":56,"searchDepth":57,"depth":57,"links":55224},[55225,55226,55227],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-25","7月25日夜間の日経225先物は64,290円で着地。6月の最高値から約11%の調整が続く中、来週はFOMC（7\u002F28〜29）と日銀会合（7\u002F30〜31）が重なり、163〜164円台の円安と輸入コスト高の行方が決まる節目になる。",{},"\u002Freading\u002Farticles\u002F2026-07-25-fomc-boj-week-nikkei-correction","2026-07-25T20:00:00+09:00",{"title":55164,"description":55229},"reading\u002Farticles\u002F2026-07-25-fomc-boj-week-nikkei-correction",[73,236],"AqvbakS0W4T1EI-UDDUYBqRGaob90amRVqTwOKkV0Ag",{"id":55238,"title":55239,"author":6,"body":55240,"category":62,"dataDate":6,"date":55228,"description":55303,"extension":65,"image":6,"meta":55304,"navigation":67,"path":55305,"publishedAt":55306,"seo":55307,"stem":55308,"tags":55309,"type":6,"updated":6,"__hash__":55310},"articles\u002Freading\u002Farticles\u002F2026-07-25-nikkei-ai-spending-yen-weakness.md","日経平均2.7%安・円164円迫る――AI投資懸念が前場の重荷、来週はFOMC＋日銀で波乱も",{"type":8,"value":55241,"toc":55298},[55242,55245,55247,55255,55258,55272,55280,55286,55289,55291,55294,55296],[11,55243,55244],{},"昨日（7月24日）の東京株式市場は半導体・AI関連銘柄が軒並み急落し、日経平均株価は前日比約1,811円安（2.73%下落）の64,611円で引けました。為替ではドル円が163円台後半まで円安が進み、約40年ぶりとなる164円台が視野に入っています。本日の前場はその余波を引きずる展開となっています。",[15,55246,17],{"id":17},[11,55248,55249,55250,42],{},"売りの引き金を引いたのは、米Alphabet（Googleの親会社）の決算です。7月23日夜（米国時間）に発表された四半期決算で、AIインフラへの設備投資額が市場予想を上回ったうえ、現金支出の増加が示されたことが嫌気され、Alphabetの株価は時間外で約7%急落しました（",[22,55251,55254],{"href":55252,"rel":55253},"https:\u002F\u002Fwww.brecorder.com\u002Fnews\u002F40431589\u002Fjapans-nikkei-falls-more-than-2-on-ai-spending-worries",[26],"Reuters報道",[11,55256,55257],{},"この流れが東京市場の半導体・AI関連株に波及しました：",[443,55259,55260,55263,55266,55269],{},[446,55261,55262],{},"ソフトバンクグループ：−7.42%",[446,55264,55265],{},"アドバンテスト：−6.33%",[446,55267,55268],{},"東京エレクトロン：−5.43%",[446,55270,55271],{},"キオクシア：−4.4%以上",[11,55273,55274,55275,42],{},"日経平均は7月に入ってから累計で7%超の下落となり、調整局面入りが鮮明になっています（",[22,55276,55279],{"href":55277,"rel":55278},"https:\u002F\u002Fwww.marketscreener.com\u002Fnews\u002Fjapan-s-nikkei-falls-more-than-2-on-ai-spending-worries-ce7f51dfd98ef022",[26],"MarketScreener",[11,55281,55282,55283,42],{},"為替面では、ドル円が163.988円まで上昇し、164円台が目前です。外為どっとコムの分析によれば来週のレンジを161〜165円と想定しており、来週末（7月31日）の日銀金融政策決定会合での植田総裁の発言次第で円の方向感が決まるとしています（",[22,55284,849],{"href":52265,"rel":55285},[26],[11,55287,55288],{},"来週の最大イベントはFOMC（7月28〜29日・米国時間）と日銀会合（7月31日）の同週開催です。政策金利はどちらも据え置き予想が中心ですが、発言内容次第で株・為替ともに大きく動く可能性があります。",[15,55290,45],{"id":45},[11,55292,55293],{},"「AI投資バブル懸念」は今回が初めてではありませんが、大型テック企業の決算が直接のきっかけとなった点は注目に値します。半導体・AI関連の日本株への影響が一時的なものか、調整が長引くかは来週のFOMCでの米長期金利の動きに左右されそうです。円安が164円に近づいていることは、輸入食品やガソリンなど日常の物価上昇圧力を高める方向に働くため、家計目線でも無視できません。",[15,55295,51],{"id":51},[11,55297,50855],{},{"title":56,"searchDepth":57,"depth":57,"links":55299},[55300,55301,55302],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"24日の日経平均はAlphabetのAI投資懸念を受け約1,800円安。円は約40年ぶりに164円に迫る。来週はFOMC・日銀会合が重なり、相場の方向感が決まる週になりそうだ。",{},"\u002Freading\u002Farticles\u002F2026-07-25-nikkei-ai-spending-yen-weakness","2026-07-25T13:00:00+09:00",{"title":55239,"description":55303},"reading\u002Farticles\u002F2026-07-25-nikkei-ai-spending-yen-weakness",[73,164],"PwyQlnKZ6MFHr3uUWNBq7WKVje9hXI1OnN5TOun1U4E",{"id":55312,"title":55313,"author":6,"body":55314,"category":62,"dataDate":6,"date":55228,"description":55359,"extension":65,"image":6,"meta":55360,"navigation":67,"path":55361,"publishedAt":55362,"seo":55363,"stem":55364,"tags":55365,"type":6,"updated":6,"__hash__":55366},"articles\u002Freading\u002Farticles\u002F2026-07-25-alphabet-q2-capex-ai-selloff.md","好決算でも株価が下がる？アルファベットAI投資2000億ドル計画が市場に重くのしかかる",{"type":8,"value":55315,"toc":55354},[55316,55319,55321,55329,55337,55345,55347,55350,55352],[11,55317,55318],{},"7月23日（木）の米国市場で、S&P500が前日比1.21%下落して7,408ポイントで引け、ナスダック100は1.87%安の28,454ポイントと、テック株中心に幅広い売りが出た。引き金となったのは、グーグルの親会社アルファベット（GOOGL）の決算説明会だった。",[15,55320,17],{"id":17},[11,55322,55323,55324,42],{},"アルファベットが7月22日に発表した2026年4〜6月期（Q2）決算は、売上高が前年同期比24%増の約1,198億ドル、グーグル・クラウド部門は前年比82%増の248億ドルと、いずれも市場予想を上回る内容だった（",[22,55325,55328],{"href":55326,"rel":55327},"https:\u002F\u002Fjpnewsline.com\u002Falphabet-q2-2026-earnings-capex-cloud-stock-july\u002F",[26],"JPNewsline",[11,55330,55331,55332,42],{},"ところが、決算説明会で2026年通期の設備投資見通しが1,950〜2,050億ドルへ引き上げられると、株価は時間外取引で下落に転じた。Q2単体の設備投資実績もすでに前年比100%増の449億ドルに達しており、AI向けデータセンター拡張に充てられている。市場は「これだけ巨額の投資を回収できるのか」という懐疑が広がり、コミュニケーション・サービスセクターは▲5.2%と急落。マグニフィセント7全体にも波及し、S&P500・ナスダック100を共に押し下げた（",[22,55333,55336],{"href":55334,"rel":55335},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_24_us500\u002F",[26],"OANDAマーケットレポート",[11,55338,55339,55340,42],{},"一方、為替市場では円安が続いており、7月23日の海外市場で円は一時1ドル＝164円に迫り、1986年11月以来の安値水準となった（",[22,55341,55344],{"href":55342,"rel":55343},"https:\u002F\u002Flife.oricon.co.jp\u002Frank-foreign-currency-deposits\u002Fspecial\u002Fweak-yen\u002Fhow-long-yen-low\u002F",[26],"オリコン調べ",[15,55346,45],{"id":45},[11,55348,55349],{},"好決算でも株価が下がるのは「市場予想との差」だけが理由ではなく、今回のように「将来の投資負担」が嫌気されるケースもある。AI関連の設備投資競争が続く中、収益への還元よりコストが先行するフェーズが長引くと判断されれば、グロース株全体の調整が起きやすい。NISAでS&P500や全世界株インデックスを積み立てている場合は短期的な振れが出やすい局面ともいえるが、引き続き円安で米ドル建て資産の評価額（円換算）は底上げされているという側面も同時にある。円安が輸入物価を通じて生活費を押し上げる点は、家計目線では注意が必要だ。",[15,55351,51],{"id":51},[11,55353,54],{},{"title":56,"searchDepth":57,"depth":57,"links":55355},[55356,55357,55358],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月23日の米国市場でS&P500が1.2%下落。アルファベットは増収増益の好決算だったが、年間設備投資2000億ドル超への引き上げが嫌気され、グロース株全体に売りが波及した。",{},"\u002Freading\u002Farticles\u002F2026-07-25-alphabet-q2-capex-ai-selloff","2026-07-25T09:00:00+09:00",{"title":55313,"description":55359},"reading\u002Farticles\u002F2026-07-25-alphabet-q2-capex-ai-selloff",[164,73],"dx0vHEM8oAD6gMLGsr8okXENcefqS2Z79HvFxDkSQDg",{"id":55368,"title":55369,"author":6,"body":55370,"category":62,"dataDate":6,"date":55413,"description":55414,"extension":65,"image":6,"meta":55415,"navigation":67,"path":55416,"publishedAt":55417,"seo":55418,"stem":55419,"tags":55420,"type":6,"updated":6,"__hash__":55421},"articles\u002Freading\u002Farticles\u002F2026-07-24-nikkei-ai-semiconductor-selloff.md","日経平均が1,811円安、AI特需への懸念で半導体株が全面安",{"type":8,"value":55371,"toc":55408},[55372,55375,55377,55385,55398,55400,55403,55405],[11,55373,55374],{},"7月24日（木）の東京株式市場は大幅反落。日経平均株価は前日比1,811円45銭（2.7%）安の6万4,611円15銭で引けた。前夜の米国市場でAI過剰投資懸念が再燃したことを受け、半導体関連銘柄に売りが集中した。",[15,55376,17],{"id":17},[11,55378,55379,55380,42],{},"23日の米国市場では、アルファベット（Google親会社）とテスラが決算を発表し、AI投資の採算性への懸念が再び浮上した。ダウ平均は506.93ドル安、ナスダックは553.20ポイント安と主要株価指数がそろって下落した（",[22,55381,55384],{"href":55382,"rel":55383},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260724\u002F862679.html",[26],"財経新聞・7月24日",[11,55386,55387,55388,55391,55392,55397],{},"この流れを引き継いだ東京市場では、AI関連・半導体の値がさ株に売りが集中した。東京エレクトロン（8035）は前日比4,460円（約7.8%）安の6万1,490円と急落し、1銘柄だけで日経平均を約448円押し下げた（",[22,55389,1686],{"href":55382,"rel":55390},[26],"）。AI向け半導体パッケージ基板を手がけるイビデンも約4%安と売られた（",[22,55393,55396],{"href":55394,"rel":55395},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB240HFTU6A720C2000000\u002F",[26],"日本経済新聞・7月24日","）。中東情勢の緊迫による原油高も投資家心理を冷やした。",[15,55399,45],{"id":45},[11,55401,55402],{},"AI投資が「特需」であり続けるかどうかは、半導体関連株だけでなく日経平均全体の方向感を左右するテーマになりつつある。今回の急落は、米IT大手の決算一本で日本株が1,800円超動きうることを改めて示した。保有株の半導体・ハイテク比率が高い場合、ボラティリティを織り込んだ資産配分を確認する機会かもしれない。",[15,55404,51],{"id":51},[11,55406,55407],{},"本記事は情報提供を目的としており、投資助言ではありません。特定の銘柄の売買を推奨するものではなく、将来の株価や相場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":55409},[55410,55411,55412],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-24","米AlphabetとTeslaの決算を機にAI過剰投資懸念が再燃。東京エレクトロンが1銘柄で約448円押し下げ、日経平均は終値6万4,611円まで急落した。",{},"\u002Freading\u002Farticles\u002F2026-07-24-nikkei-ai-semiconductor-selloff","2026-07-24T20:00:00+09:00",{"title":55369,"description":55414},"reading\u002Farticles\u002F2026-07-24-nikkei-ai-semiconductor-selloff",[73,164],"gBZenoJmNOFEn7_22MLsb5LNMucYrMOMe1UUyjuyIRg",{"id":55423,"title":55424,"author":6,"body":55425,"category":62,"dataDate":6,"date":55413,"description":55486,"extension":65,"image":6,"meta":55487,"navigation":67,"path":55488,"publishedAt":55489,"seo":55490,"stem":55491,"tags":55492,"type":6,"updated":6,"__hash__":55493},"articles\u002Freading\u002Farticles\u002F2026-07-24-nikkei-1853-drop-us-oil-morning.md","日経平均が前場で1853円安——米AI決算ショックと原油高が重なる",{"type":8,"value":55426,"toc":55481},[55427,55430,55432,55437,55445,55450,55457,55462,55471,55473,55476,55478],[11,55428,55429],{},"2026年7月24日の東京前場、日経平均株価は急落した。午前終値は前日比1853円85銭安（約2.79%下落）の6万4568円75銭。寄り付き直後から売りが先行し、下げ幅は一時2000円を超えた。",[15,55431,17],{"id":17},[11,55433,55434],{},[33,55435,55436],{},"日経平均の前場急落",[11,55438,55439,55440,42],{},"前日比1853円安という下落幅は、今年有数の大幅安となった。海外勢による株価指数先物や主力銘柄への売りが優勢で、昼時点でも安値圏のもみ合いが続いている（",[22,55441,55444],{"href":55442,"rel":55443},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL241I70U6A720C2000000\u002F",[26],"日本経済新聞・前引け",[11,55446,55447],{},[33,55448,55449],{},"米大手ハイテク企業の決算が起点",[11,55451,55452,55453,42],{},"前日の米国市場でアルファベット（Google親会社）とテスラが決算を発表し、AI関連の設備投資（CapEx）の急膨張が改めて意識された。「投資回収の見通しが不透明」との受け止めが広がり、米ハイテク株が下落。この流れが東京市場に波及した。半導体株の比率が高い韓国総合株価指数（KOSPI）も前場中に軟調に推移し、投資家心理をさらに冷やした（",[22,55454,983],{"href":55455,"rel":55456},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F759018",[26],[11,55458,55459],{},[33,55460,55461],{},"原油高が重なる——WTI、5営業日続伸で93ドル超",[11,55463,55464,55465,55470],{},"もう一つの重荷が原油高だ。ホルムズ海峡と紅海の封鎖リスクが改めて意識され、WTI原油先物は7月23日終値で前日比約+6.84%の93.19ドルと、5営業日連続の上昇となった（",[22,55466,55469],{"href":55467,"rel":55468},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_24_wtioil\u002F",[26],"OANDA Japan","）。エネルギー価格の上昇は米国のインフレ再燃への懸念も高め、米長期金利の上昇→株売りという連鎖につながった。",[15,55472,45],{"id":45},[11,55474,55475],{},"2つのリスクが重なった点がポイントだ。AIバブル懸念は半導体・ハイテク株の短期的な揺れをもたらしやすい一方、原油高は家計への影響がより直接的だ。WTIが90ドルを超える水準が続けば、ガソリン代・電気代・食料品の輸入コスト上昇を通じて日本の家計インフレ圧力が高まる可能性がある。円相場がリスク回避の円買いで幾分か支えられているとはいえ、構造的な円安基調が続くなかでは輸入コスト増の緩衝効果は限られるため、エネルギー・物価の動向は引き続き注視したい。",[15,55477,51],{"id":51},[11,55479,55480],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・為替・運用成果を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":55482},[55483,55484,55485],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"24日前場、日経平均は前日比1853円安の6万4568円で引けた。アルファベット・テスラの決算を受けたAI設備投資懸念と、ホルムズ海峡・紅海リスクによるWTI原油急騰が重なり、下げ幅は一時2000円超に。原油高は家計のエネルギーコストにも波及しうる。",{},"\u002Freading\u002Farticles\u002F2026-07-24-nikkei-1853-drop-us-oil-morning","2026-07-24T13:00:00+09:00",{"title":55424,"description":55486},"reading\u002Farticles\u002F2026-07-24-nikkei-1853-drop-us-oil-morning",[73,629],"5UNrsPyBT8n_59VEMAQ9ldC6s47C_FQj0yaoF-yTk44",{"id":55495,"title":55496,"author":6,"body":55497,"category":62,"dataDate":6,"date":55413,"description":55579,"extension":65,"image":6,"meta":55580,"navigation":67,"path":55581,"publishedAt":55582,"seo":55583,"stem":55584,"tags":55585,"type":6,"updated":6,"__hash__":55586},"articles\u002Freading\u002Farticles\u002F2026-07-24-japan-cpi-june-boj-watch.md","6月の全国CPI＋1.7%を本日発表　日銀の次の一手をどう見るか",{"type":8,"value":55498,"toc":55574},[55499,55506,55508,55521,55547,55564,55566,55569,55571],[11,55500,55501,55502,55505],{},"総務省が本日（7月24日）公表した2026年6月の全国消費者物価指数（CPI）は、総合指数が前年同月比**+1.7%",[33,55503,55504],{},"、生鮮食品を除くコアが","+1.6%**となった。日銀が目安とする2%には届かないものの、物価の底堅さを示す数字として、今日の日本市場では日銀の追加利上げ観測と円相場への影響が焦点になっている。",[15,55507,17],{"id":17},[11,55509,55510,55514,55515,55520],{},[22,55511,55513],{"href":30391,"rel":55512},[26],"総務省統計局が本日発表した","6月分 CPI（",[22,55516,55519],{"href":55517,"rel":55518},"https:\u002F\u002Fwww.stat.go.jp\u002Fdata\u002Fcpi\u002Fsokuhou\u002Ftsuki\u002Fpdf\u002Fzenkoku.pdf",[26],"速報 PDF","）の概要は以下のとおり。",[443,55522,55523,55531,55539],{},[446,55524,55525,55528,55529],{},[33,55526,55527],{},"総合指数","：113.6（2020年＝100）、前年同月比 ",[33,55530,10983],{},[446,55532,55533,55536,55537],{},[33,55534,55535],{},"生鮮食品を除くコア","：113.1、前年同月比 ",[33,55538,10994],{},[446,55540,55541,55544,55545],{},[33,55542,55543],{},"生鮮食品・エネルギーを除くコアコア","：112.2、前年同月比 ",[33,55546,10983],{},[11,55548,55549,55550,4697,55553,55558,55559,42],{},"ドル円は CPI 発表前の日本時間 7 時時点で ",[33,55551,55552],{},"1 ドル＝163円81銭〜163円82銭",[22,55554,55557],{"href":55555,"rel":55556},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026072402000005\u002F",[26],"OANDA、7月24日 7 時時点","）と前日比 50 銭の円高水準で推移。前夜の米国市場では、アルファベット（Google）が設備投資見通しを上方修正したことを嫌気して時間外に株価が急落し、S&P500 が小幅安（約 7,499 ポイント）で引けていた（",[22,55560,55563],{"href":55561,"rel":55562},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_23_us500\u002F",[26],"OANDA 米国株解説、7月23日",[15,55565,45],{"id":45},[11,55567,55568],{},"コアが +1.6% と 2% を下回るため、日銀が即座に追加利上げに踏み切るシナリオは限定的とみられる一方、コアコアが +1.7% と粘り強い水準にある点は見逃しにくい。市場が問い続けているのは「賃金と物価の好循環が持続しているか」という点で、今回の数字がその見方を強める材料になるかどうかが今日一日の円相場の焦点となりそうだ。163 円台の円安水準が続く限り、食料・エネルギーを中心とした輸入コストの押し上げ圧力は家計に残りやすい。",[15,55570,51],{"id":51},[11,55572,55573],{},"本記事は公表済みの統計・報道をもとにした情報提供であり、投資助言ではありません。個別の資産運用・売買判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":55575},[55576,55577,55578],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"総務省が7月24日に公表した6月の全国消費者物価指数は総合前年比+1.7%、コアが+1.6%。2%を下回るが底堅い水準で、日銀の追加利上げ観測と今日の円相場の行方に注目が集まる。",{},"\u002Freading\u002Farticles\u002F2026-07-24-japan-cpi-june-boj-watch","2026-07-24T09:00:00+09:00",{"title":55496,"description":55579},"reading\u002Farticles\u002F2026-07-24-japan-cpi-june-boj-watch",[236,73],"KAXOL1kgCqrdEa_J_YcYyNVz7_Cr-1nIDYKG-xY3PSM",{"id":55588,"title":55589,"author":6,"body":55590,"category":62,"dataDate":6,"date":55661,"description":55662,"extension":65,"image":6,"meta":55663,"navigation":67,"path":55664,"publishedAt":55665,"seo":55666,"stem":55667,"tags":55668,"type":6,"updated":6,"__hash__":55669},"articles\u002Freading\u002Farticles\u002F2026-07-23-nikkei-close-yen163-fomc.md","日経平均+307円で引け、円安163円台とFOMCが今週の焦点",{"type":8,"value":55591,"toc":55656},[55592,55602,55604,55621,55636,55647,55649,55652,55654],[11,55593,55594,55595,55598,55599,55601],{},"米半導体・AI株高が引き続き支えとなり、7月23日の日経平均株価は前日比307円高の",[33,55596,55597],{},"66,422円","で大引けた。ただし為替市場ではドル円が",[33,55600,50745],{},"に張り付いたまま推移しており、今週28〜29日（現地時間）の米連邦公開市場委員会（FOMC）が円相場の次の節目として注目されている。",[15,55603,17],{"id":17},[11,55605,55606,55607,374,55612,55616,55617,42],{},"日経平均株価の終値は前日比**+307.00円（+0.46%）の66,422.60円**。午前の取引では一時800円超高まで上昇し高値67,022円をつけたが、後場にかけて伸び悩み、結局は+300円台での着地となった（",[22,55608,55611],{"href":55609,"rel":55610},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F492671",[26],"ザイFX！",[22,55613,315],{"href":55614,"rel":55615},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL230J90T20C26A7000000\u002F",[26],"）。上昇をけん引したのは主に半導体・電子部品など「AIインフラ関連」銘柄だった（",[22,55618,12311],{"href":55619,"rel":55620},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202607231275",[26],[11,55622,55623,55624,55627,55628,55631,55632,42],{},"為替は東京市場15時時点でドル円",[33,55625,55626],{},"163.07円","付近。約40年ぶりの円安水準が続いている（",[22,55629,55611],{"href":55609,"rel":55630},[26],"）。片山財務相は「必要あれば果断に行動する」と口頭で円安をけん制したが、市場への効果は限定的だった（",[22,55633,849],{"href":55634,"rel":55635},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F23\u002F162120",[26],[11,55637,55638,55639,374,55644,42],{},"7月28〜29日のFOMCについては、中東情勢の不安定化に伴う原油高が米インフレ懸念を押し上げており、市場の利上げ織り込みは3割強とされる。米FRBの現行政策金利は3.50〜3.75%で据え置き中だが、インフレ圧力が長引けば追加利上げの可能性が残る（",[22,55640,55643],{"href":55641,"rel":55642},"https:\u002F\u002Fwww.shikoku-np.co.jp\u002Fdg\u002Farticle.aspx?id=K2026072200000005200",[26],"四国新聞\u002F共同",[22,55645,849],{"href":55634,"rel":55646},[26],[15,55648,45],{"id":45},[11,55650,55651],{},"163円台の円安が続くと、食品や石油製品など輸入品のコストは高止まりしやすい。FOMCで利上げが決まれば日米金利差が拡大し、さらなる円安への圧力が加わるシナリオがある。今週のFOMCは家計のコスト感にも影響するイベントとして注目しておきたい。",[15,55653,51],{"id":51},[11,55655,30088],{},{"title":56,"searchDepth":57,"depth":57,"links":55657},[55658,55659,55660],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-23","米半導体・AI株高を受け日経平均は前日比307円高の66,422円で大引け。ドル円163円台の円安が継続する中、今週28〜29日のFOMC結果が円相場と輸入物価の行方を左右しそうだ。",{},"\u002Freading\u002Farticles\u002F2026-07-23-nikkei-close-yen163-fomc","2026-07-23T20:00:00+09:00",{"title":55589,"description":55662},"reading\u002Farticles\u002F2026-07-23-nikkei-close-yen163-fomc",[236,73],"J0JQVpBDSFJy6j5CI3psuG8i5pBhs-uy1IF6S3kwVOE",{"id":55671,"title":55672,"author":6,"body":55673,"category":62,"dataDate":6,"date":55661,"description":55753,"extension":65,"image":6,"meta":55754,"navigation":67,"path":55755,"publishedAt":55756,"seo":55757,"stem":55758,"tags":55759,"type":6,"updated":6,"__hash__":55760},"articles\u002Freading\u002Farticles\u002F2026-07-23-ai-stocks-morning-rally.md","AlphabetのAI投資拡大が追い風、前場の日経平均は一時900円超高",{"type":8,"value":55674,"toc":55748},[55675,55678,55680,55683,55691,55720,55727,55739,55741,55744,55746],[11,55676,55677],{},"Alphabetの設備投資拡大発表が東京市場の前場を動かした。AIインフラ関連株（いわゆる「AIピックアックス株」）に買いが集まり、日経平均株価は一時900円を超す上昇を見せた。前引けは前日比308円84銭高（+0.47%）の6万6,424円44銭。",[15,55679,17],{"id":17},[11,55681,55682],{},"Alphabetは2026年の設備投資を大幅に拡大し、2027年にも「significant increases（大幅増）」を計画すると発表した。AI向けインフラ需要の継続拡大を示す内容として市場に受け止められ、前日の米半導体株高とともに東京市場でも波及した。",[11,55684,55685,55686,42],{},"前場では、AIや半導体関連の主力銘柄が上昇をけん引した（",[22,55687,55690],{"href":55688,"rel":55689},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL231S60T20C26A7000000\u002F",[26],"東証前引け：日本経済新聞",[443,55692,55693,55698,55703,55708,55714],{},[446,55694,55695,55697],{},[33,55696,50726],{},"（半導体検査装置）",[446,55699,55700,55702],{},[33,55701,43839],{},"（半導体マスク検査）",[446,55704,55705,55707],{},[33,55706,43714],{},"（AI投資）",[446,55709,55710,55713],{},[33,55711,55712],{},"村田製作所","（電子部品）",[446,55715,55716,55719],{},[33,55717,55718],{},"キオクシア","（NANDフラッシュ）",[11,55721,55722,55723,42],{},"また、フェローテクは生成AI需要の急拡大を受けて2026年12月期業績予想を上方修正し、ストップ高カイ気配となった（",[22,55724,983],{"href":55725,"rel":55726},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758806",[26],[11,55728,55729,55730,374,55734,42],{},"一方、為替は12時時点でドル円が1ドル＝163円台前半と円安傾向が続いた。日銀が「利上げペースを市場が想定する半年に1回より加速させることに柔軟な姿勢を持つ」との報道を受けて一時円高に振れる場面もあったが、その後は円安に戻している（",[22,55731,861],{"href":55732,"rel":55733},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_23_usdjpy\u002F",[26],[22,55735,55738],{"href":55736,"rel":55737},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2329D0T20C26A7000000\u002F",[26],"日本経済新聞・外為",[15,55740,45],{"id":45},[11,55742,55743],{},"Alphabetの投資拡大は、クラウド・AI向けに半導体や電子部品を供給する日本企業にとって受注環境の追い風になりやすい。ただし、円安が続く局面では輸入コストの上昇が家計の実質購買力を圧迫しやすく、日銀の利上げ観測がどこまで進むか引き続き注目が必要だ。",[15,55745,51],{"id":51},[11,55747,12740],{},{"title":56,"searchDepth":57,"depth":57,"links":55749},[55750,55751,55752],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"Alphabetが2026年設備投資の大幅拡大と2027年の更なる増額を発表。東京市場の前場でAIインフラ関連株を中心に買いが広がり、日経平均は一時900円を超す上昇を記録した。",{},"\u002Freading\u002Farticles\u002F2026-07-23-ai-stocks-morning-rally","2026-07-23T13:00:00+09:00",{"title":55672,"description":55753},"reading\u002Farticles\u002F2026-07-23-ai-stocks-morning-rally",[164,73],"zv8OAEumd9XG05ChK9xSKKBiG-gMKi80d9RwuWZtYcA",{"id":55762,"title":55763,"author":6,"body":55764,"category":62,"dataDate":6,"date":55661,"description":55842,"extension":65,"image":6,"meta":55843,"navigation":67,"path":55844,"publishedAt":55845,"seo":55846,"stem":55847,"tags":55848,"type":6,"updated":6,"__hash__":55849},"articles\u002Freading\u002Farticles\u002F2026-07-23-alphabet-ai-capex-nasdaq.md","Alphabet決算でAI設備投資への目線が変わった——GoogleCloud急成長でも株価5%安の背景",{"type":8,"value":55765,"toc":55837},[55766,55769,55771,55777,55786,55791,55805,55813,55816,55827,55829,55832,55834],[11,55767,55768],{},"7月22日（現地時間）の米国株式市場でナスダックが0.6%安となった後、引け後にAlphabetがQ2決算を発表。クラウド部門の大幅増収にもかかわらず巨額の設備投資（Capex）追加を示したことで、時間外取引で株価が約5%下落した。「AI投資はいつ稼ぎに変わるのか」という問いが、テック株全体の重荷になりかけている。",[15,55770,17],{"id":17},[11,55772,55773,55776],{},[33,55774,55775],{},"7月22日の米国株式相場","（現地時間・引け値）",[443,55778,55779],{},[446,55780,55781],{},[22,55782,55785],{"href":55783,"rel":55784},"https:\u002F\u002Fabcnews.com\u002FBusiness\u002FwireStory\u002Fmajor-us-stock-indexes-fared-wednesday-7222026-134997268",[26],"S&P500：7,498.96（前日比+0.1%）、ダウ：52,218.58（ほぼ横ばい）、ナスダック：25,690.90（−0.6%）",[11,55787,55788],{},[33,55789,55790],{},"Alphabet Q2 2026決算（引け後発表）",[443,55792,55793,55796,55799,55802],{},[446,55794,55795],{},"売上高：1,198億ドル（市場予想1,169億ドルを上回る）",[446,55797,55798],{},"Google Cloud：前年同期比82%増",[446,55800,55801],{},"2026年通年Capex見通し：1,950億〜2,050億ドルへ引き上げ（前回予想比+150億ドル）",[446,55803,55804],{},"フリーキャッシュフローはCapexが営業キャッシュフローを上回り、マイナス転落",[11,55806,55807,55812],{},[22,55808,55811],{"href":55809,"rel":55810},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F22\u002Fgoogle-earnings-q2-goog-live-updates.html",[26],"時間外でGOOGL株は約5%下落","した。CEOはさらに2027年もCapexを増やす方針を示した。",[11,55814,55815],{},"同日、Teslaも決算を発表。売上高は前年同期比26%増だったが、調整後EPSが市場予想を下回った。",[11,55817,55818,55820,55821,55826],{},[33,55819,9607],{},"：22日のニューヨーク市場でドル円は",[22,55822,55825],{"href":55823,"rel":55824},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F492640",[26],"163円15銭付近","で推移し、円安基調が継続している。",[15,55828,45],{"id":45},[11,55830,55831],{},"AlphabetのCloud急成長はAI需要の底堅さを示すが、一方でCapex積み上げにより利益への還元が遠のくとの見方が株価を押し下げた。市場の関心が「AIに投資しているか」から「AIで利益を出せているか」に移り始めたシグナルとも読める。NISAで米国テックETFや個別株を保有する場合、今後も各社の決算ごとにキャッシュフローへの注目が高まりそうだ。163円台の円安は引き続きドル建て資産の円換算評価を下支えする一方、輸入コスト上昇を通じた物価への上昇圧力にもなる。",[15,55833,51],{"id":51},[11,55835,55836],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・業績・為替を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":55838},[55839,55840,55841],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"AlphabetがQ2決算でクラウド売上82%増を達成しながら年間設備投資を上積みし、時間外で株価が約5%下落。「AI投資の費用対効果」を市場が問い始めた局面を、日本の個人投資家目線で整理します。",{},"\u002Freading\u002Farticles\u002F2026-07-23-alphabet-ai-capex-nasdaq","2026-07-23T09:00:00+09:00",{"title":55763,"description":55842},"reading\u002Farticles\u002F2026-07-23-alphabet-ai-capex-nasdaq",[164,73],"9_WjJZMQXw24CahwH6c1aVOs7FButTGgAD8j9ybMPoo",{"id":55851,"title":55852,"author":6,"body":55853,"category":62,"dataDate":6,"date":55924,"description":55925,"extension":65,"image":6,"meta":55926,"navigation":67,"path":55927,"publishedAt":55928,"seo":55929,"stem":55930,"tags":55931,"type":6,"updated":6,"__hash__":55932},"articles\u002Freading\u002Farticles\u002F2026-07-22-nikkei-oil-inflation-wrap.md","日経平均は終値66,115円と小反落──原油高とインフレ懸念が重荷（7月22日まとめ）",{"type":8,"value":55854,"toc":55919},[55855,55866,55868,55909,55911,55914,55916],[11,55856,55857,55858,7369,55861,55865],{},"朝方は一時1,300円超の大幅高を演じた日経平均株価だが、後場に失速し終値は前日比116円59銭安の",[33,55859,55860],{},"66,115円60銭",[22,55862,315],{"href":55863,"rel":55864},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL225KH0S6A720C2000000\u002F",[26],"）。AI・半導体関連株の買いが続かないなか、中東情勢を背景とした原油高とインフレへの懸念が相場の重しとなった一日だった。",[15,55867,17],{"id":17},[443,55869,55870,55880,55889,55898],{},[446,55871,55872,55875,55876,42],{},[33,55873,55874],{},"日経平均は小反落、TOPIXは小幅続伸",": 終値66,115円（前日比−116円）に対してTOPIXは4,033（+0.45%）と底堅く推移し、銀行・電子部品株が支えた。前場に67,000円台を回復した後、後場に入ると利益確定・戻り待ちの売りが膨らんでマイナス圏に転じた（",[22,55877,29645],{"href":55878,"rel":55879},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F80301",[26],[446,55881,55882,55885,55886,42],{},[33,55883,55884],{},"原油高でインフレ懸念が再燃",": 中東の地政学リスクを背景に原油価格が上昇したことで、ニトリホールディングスなど小売・食品関連株が売られた。コスト上昇が価格転嫁に及ぶとの警戒が意識されたとみられる（",[22,55887,315],{"href":55863,"rel":55888},[26],[446,55890,55891,55894,55895,42],{},[33,55892,55893],{},"半導体コスト上昇も引き続き意識",": TSMCが2027年の生産委託価格を最大10%引き上げる計画との報道は朝方の半導体高を生んだ一方、電子機器の価格転嫁が広がるシナリオとして受け止められている（",[22,55896,315],{"href":55863,"rel":55897},[26],[446,55899,55900,55903,55904,55908],{},[33,55901,55902],{},"円安163円台が継続",": ドル円は163円台で推移し、1986年以来39年7か月ぶりの水準が続いた（",[22,55905,332],{"href":55906,"rel":55907},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F373788",[26],"）。輸入コストの高止まりが食料品・日用品の価格上昇圧力につながりやすい状況だ。",[15,55910,45],{"id":45},[11,55912,55913],{},"原油高と円安163円が重なると、ガソリン・食料品・電子機器など輸入依存度が高い品目を中心に値上げ圧力が高まりやすい。家計への影響という意味では、朝高夕安の株価よりもこのインフレ圧力の二重構造のほうが実生活に直結する。銀行株が堅調だった点は、日銀の追加利上げ観測が市場に根強く残っていることを示す一つの手がかりといえる。",[15,55915,51],{"id":51},[11,55917,55918],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価の動向を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":55920},[55921,55922,55923],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-22","朝方1,300円超上昇した日経平均は後場に失速し、終値は前日比116円安の66,115円。中東情勢を背景とした原油高と円安163円台が重なり、食品・小売株が押し下げられた。",{},"\u002Freading\u002Farticles\u002F2026-07-22-nikkei-oil-inflation-wrap","2026-07-22T20:00:00+09:00",{"title":55852,"description":55925},"reading\u002Farticles\u002F2026-07-22-nikkei-oil-inflation-wrap",[236,73],"fdwaHtXwrGtU9Vs5mng9wJXuVS3GxxZfETIEFgmJNK8",{"id":55934,"title":55935,"author":6,"body":55936,"category":62,"dataDate":6,"date":55924,"description":56019,"extension":65,"image":6,"meta":56020,"navigation":67,"path":56021,"publishedAt":56022,"seo":56023,"stem":56024,"tags":56025,"type":6,"updated":6,"__hash__":56026},"articles\u002Freading\u002Farticles\u002F2026-07-22-ai-chip-rally-yen-163.md","前場大幅高・AI半導体株けん引、ドル円は163円台と約40年ぶり円安水準",{"type":8,"value":55937,"toc":56014},[55938,55941,55943,55946,55977,55987,55993,56004,56006,56009,56011],[11,55939,55940],{},"TSMCが2027年に半導体生産価格を最大10%引き上げる計画との報道を受け、前日の米フィラデルフィア半導体株指数（SOX）が5%急騰。その流れを引き継いだ7月22日の東京前場は、AI・半導体関連株が相場を力強く牽引し、日経平均は大幅続伸で引けた。ただし同じ時間帯、ドル円は163円台と約40年ぶりの円安水準を維持しており、株高と円安が並走する構図が続いている。",[15,55942,17],{"id":17},[11,55944,55945],{},"7月22日の東京前場（午前中）の市場動向をまとめる。",[443,55947,55948,55958,55968],{},[446,55949,55950,5389,55953],{},[33,55951,55952],{},"日経平均株価（前引け）",[22,55954,55957],{"href":55955,"rel":55956},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758688",[26],"67,511円12銭、前日比 +1,278円93銭（+1.93%）",[446,55959,55960,5389,55963],{},[33,55961,55962],{},"TOPIX（前引け）",[22,55964,55967],{"href":55965,"rel":55966},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL221YT0S6A720C2000000\u002F",[26],"4,065.33、前日比 +50.38（+1.25%）",[446,55969,55970,5389,55973],{},[33,55971,55972],{},"売買代金（東証プライム、前場）",[22,55974,55976],{"href":55965,"rel":55975},[26],"約4兆8,000億円（同記事）",[11,55978,55979,55982,55983,5863],{},[33,55980,55981],{},"上昇をけん引した銘柄","：アドバンテスト・東京エレクトロン・キオクシア・ソフトバンクグループ・イビデン・フジクラ・太陽誘電など、AI関連・半導体サプライチェーン株が軒並み高。",[22,55984,55986],{"href":55965,"rel":55985},[26],"韓国・台湾の株価指数も上昇し、アジア全体でAI関連に買いが広がった（日経）",[11,55988,55989,55992],{},[33,55990,55991],{},"下落銘柄","：ファーストリテイリング・ニトリHDなど内需・生活消費関連の一角が軟調。円安による仕入れコスト上昇懸念が背景として指摘されている。",[11,55994,55995,55997,55998,56003],{},[33,55996,9607],{},"：ドル円は",[22,55999,56002],{"href":56000,"rel":56001},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F22\u002F085311",[26],"163円台と1986年12月以来（約39年7ヶ月ぶり）の円安水準","。米長期金利の上昇が円売りドル買いを促している。",[15,56005,45],{"id":45},[11,56007,56008],{},"AI半導体株の急騰は「TSMCの値上げ観測＝需要底堅し」という市場の読みに基づいており、短期的には相場の追い風になりやすい。一方で、ドル円163円台が定着するほど輸入コストは上がり続け、食品・エネルギーなど生活費への波及圧力が強まりやすい。株高と円安が同時進行するこの局面では、保有資産の「円建て評価額は上がっているのに生活費も上がっている」という状況が起きやすく、為替動向を家計目線でも注視したいポイントだ。",[15,56010,51],{"id":51},[11,56012,56013],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替水準を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":56015},[56016,56017,56018],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"TSMCの値上げ報道でSOX指数が5%急騰、日経平均前場は+1279円と大幅続伸。一方ドル円は163円台と約40年ぶりの円安水準が続き、輸入物価への波及が焦点。",{},"\u002Freading\u002Farticles\u002F2026-07-22-ai-chip-rally-yen-163","2026-07-22T13:00:00+09:00",{"title":55935,"description":56019},"reading\u002Farticles\u002F2026-07-22-ai-chip-rally-yen-163",[164,236],"GF8e6pS8eaeSieHZD9zyTZvWFGQOU6Q0k6P-7VSzJ8U",{"id":56028,"title":56029,"author":6,"body":56030,"category":62,"dataDate":6,"date":55924,"description":56095,"extension":65,"image":6,"meta":56096,"navigation":67,"path":56097,"publishedAt":56098,"seo":56099,"stem":56100,"tags":56101,"type":6,"updated":6,"__hash__":56102},"articles\u002Freading\u002Farticles\u002F2026-07-22-us-market-rebound-semis.md","米国株が3日ぶり反発――半導体主導の急伸と7月24日関税期限に注目",{"type":8,"value":56031,"toc":56090},[56032,56035,56037,56044,56051,56059,56073,56081,56083,56086,56088],[11,56033,56034],{},"7月21日（現地時間）の米国市場は3営業日ぶりに反発し、ナスダックが1.2%超上昇した。前夜に一時緊張が高まった中東情勢でイラン停戦協議の報道が流れ、リスクオフムードが急速に和らいだことが主因だ。",[15,56036,17],{"id":17},[11,56038,56039,56040,42],{},"主要3指数の終値（現地7月21日）はダウ工業株平均 +0.74%、S&P500 +0.89%、ナスダック +1.29%（",[22,56041,688],{"href":56042,"rel":56043},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-tuesday-july-21-dow-sp-500-nasdaq-084631499.html",[26],[11,56045,56046,56047,42],{},"フィラデルフィア半導体指数（SOX）は+4.6%と急伸した。マイクロン・テクノロジーが+12%、インテルが+8%と大幅高となり指数をけん引。工業株でも3Mが第2四半期決算で市場予想を上回り+7%、ゼネラルモーターズも+5%と好調だった（",[22,56048,9428],{"href":56049,"rel":56050},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-july-21-2026",[26],[11,56052,56053,56054,42],{},"上昇の背景には「イラン停戦協議」報道がある。前日20日は米・イランの緊張が高まって原油高・株安になっていたが、21日午前に仲介者が10日間の停戦案を提示との報道が流れ、原油が下落に転じたことで市場センチメントが改善した（",[22,56055,56058],{"href":56056,"rel":56057},"https:\u002F\u002Fqz.com\u002Fchip-stocks-rebound-earnings-iran-ceasefire-072126",[26],"Quartz",[11,56060,56061,56062,56067,56068,42],{},"為替は1ドル≒163円台（USD\u002FJPY 162.91〜163.00、",[22,56063,56066],{"href":56064,"rel":56065},"https:\u002F\u002Fwww.xe.com\u002Fcurrencyconverter\u002Fconvert\u002F?Amount=1&From=USD&To=JPY",[26],"XE.com","）で円安基調が続き、米10年債利回りは約4.6%台で推移している（",[22,56069,56072],{"href":56070,"rel":56071},"https:\u002F\u002Fwww.crfb.org\u002Fblogs\u002F10-year-treasury-yield-eclipsed-46",[26],"CRFB",[11,56074,56075,56076,42],{},"なお、7月24日にはトランプ政権が設定した10%の一時関税（主要貿易相手国対象）の期限が到来する。延長か撤廃かがまだ決まっておらず、週後半の市場に不確実性を残している（",[22,56077,56080],{"href":56078,"rel":56079},"https:\u002F\u002Fwww.gomarkets.com\u002Fen\u002Farticles\u002Fus-market-drivers-july-2026",[26],"GO Markets",[15,56082,45],{"id":45},[11,56084,56085],{},"半導体株の急伸は、東京エレクトロンやルネサスなど国内の関連銘柄の動向にも波及しやすい。NISAで米国株ファンドを保有する個人投資家には「米株高が円安で一部相殺される」点に留意が必要だ。7月24日の関税期限は数日内に結果が出るため、週後半にかけて方向感が定まる可能性がある。",[15,56087,51],{"id":51},[11,56089,1200],{},{"title":56,"searchDepth":57,"depth":57,"links":56091},[56092,56093,56094],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月21日の米国市場はナスダックが1.2%超上昇。半導体株の急伸と中東停戦協議が追い風となったが、7月24日に迫る関税期限が次の焦点として浮上している。",{},"\u002Freading\u002Farticles\u002F2026-07-22-us-market-rebound-semis","2026-07-22T09:00:00+09:00",{"title":56029,"description":56095},"reading\u002Farticles\u002F2026-07-22-us-market-rebound-semis",[164,73],"Z2IUAt1GdVnovX76xmDhYjD4WWeTP-MuUMmfZFmtlvM",{"id":56104,"title":56105,"author":6,"body":56106,"category":62,"dataDate":6,"date":56165,"description":56166,"extension":65,"image":6,"meta":56167,"navigation":67,"path":56168,"publishedAt":56169,"seo":56170,"stem":56171,"tags":56172,"type":6,"updated":6,"__hash__":56173},"articles\u002Freading\u002Farticles\u002F2026-07-21-nikkei-rebound-yen-162.md","日経平均2091円高で急反発、ただし円安162円台は続く——7月21日の総括",{"type":8,"value":56107,"toc":56160},[56108,56111,56113,56118,56125,56138,56143,56150,56152,56155,56157],[11,56109,56110],{},"21日の東京株式市場では日経平均株価が前週末比2,091円07銭高（+3.26%）の66,232円19銭で引け、3日ぶりに大幅反発した。一方、円相場は1ドル＝162円50銭前後と円安水準が続いており、家計の輸入コスト圧力は払拭されていない。",[15,56112,17],{"id":17},[11,56114,56115],{},[33,56116,56117],{},"株式市場（反発）",[11,56119,56120,56121,42],{},"前週（7月17日前後）の急落を自律反発の形で取り戻した。先週は中国AIスタートアップMoonshot AIが高性能モデル「Kimi K3」をオープンウェイトで公開し、「米国の高額AIへの依存は不要では」という問いが市場に衝撃を与えた（いわゆる「中国AIショック」）。フィラデルフィア半導体株指数（SOX）が高値から約2割落ちて弱気相場入りのサインを灯す中、日本株も連れ安となった（",[22,56122,3397],{"href":56123,"rel":56124},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN17C3G0X10C26A7000000\u002F",[26],[11,56126,56127,56128,56132,56133,56137],{},"21日はその反動買いが先行。",[22,56129,29645],{"href":56130,"rel":56131},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F80268\u002F",[26],"によれば、前週末にストップ安を記録していたキオクシアHDが同日は8,950円高で東証プライム上昇率1位となった。",[22,56134,12311],{"href":56135,"rel":56136},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202607211055\u002F",[26],"によると、アドバンテストとソフトバンクGの2銘柄だけで日経平均を775円分押し上げるなど、半導体・AI関連への買い戻しが相場全体を引き上げた。",[11,56139,56140],{},[33,56141,56142],{},"円相場（変わらず弱い）",[11,56144,56145,56149],{},[22,56146,315],{"href":56147,"rel":56148},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2161C0R20C26A7000000\u002F",[26],"によれば、円相場は17時時点で1ドル＝162円52銭と前日比14銭の円安・ドル高。米・イランの衝突激化への警戒感から「有事のドル買い」が流れ込み、三連休明けの輸入企業による実需のドル買いも円を押し下げた。",[15,56151,45],{"id":45},[11,56153,56154],{},"株式市場の急反発は「先週の売られ過ぎ修正」の色合いが強く、中国AIショックの本質的な課題（AIチップ需要の行方）が解消されたわけではない点は注意が必要だ。円安が162円台で高止まりしている間は、エネルギー・食料を中心とした輸入コスト高が続くため、物価の落ち着きには時間がかかる見込みだ。",[15,56156,51],{"id":51},[11,56158,56159],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・物価を保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":56161},[56162,56163,56164],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-21","先週の「中国AIショック」による急落から自律反発。半導体株が相場を牽引する一方、ドル円は162円50銭台とほぼ変わらず、輸入物価への圧力は続いている。",{},"\u002Freading\u002Farticles\u002F2026-07-21-nikkei-rebound-yen-162","2026-07-21T20:00:00+09:00",{"title":56105,"description":56166},"reading\u002Farticles\u002F2026-07-21-nikkei-rebound-yen-162",[73,236],"zzZ05E5VUy_b4YnehiySHWWnaMFtNsN9fIFjervoieU",{"id":56175,"title":56176,"author":6,"body":56177,"category":62,"dataDate":6,"date":56165,"description":56241,"extension":65,"image":6,"meta":56242,"navigation":67,"path":56243,"publishedAt":56244,"seo":56245,"stem":56246,"tags":56247,"type":6,"updated":6,"__hash__":56248},"articles\u002Freading\u002Farticles\u002F2026-07-21-nikkei-rebound-semiconductor.md","日経平均が前場で1100円超高・3連休明けに急反発——半導体株が先導",{"type":8,"value":56178,"toc":56236},[56179,56182,56184,56195,56201,56209,56214,56227,56229,56232,56234],[11,56180,56181],{},"3連休明け21日の東京株式市場・前場は、日経平均が前週末比1100円超高の急反発で終了した。",[15,56183,17],{"id":17},[11,56185,56186,56187,4697,56190,56194],{},"21日午前の東京市場で日経平均株価は反発し、前引けは",[33,56188,56189],{},"前週末比1114円56銭高（+1.74%）の6万5255円68銭",[22,56191,315],{"href":56192,"rel":56193},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL211FT0R20C26A7000000\u002F",[26],"）。上げ幅は一時1500円を超える場面もあった。TOPIXは+72.08ポイント（+1.84%）の3991.29。",[11,56196,56197,56198,42],{},"反発の主因は、前週末17日に4000円超の記録的急落を演じた反動の自律反発買い。20日の米国市場でフィラデルフィア半導体株指数（SOX）が4日ぶりに反発し、マイクロン・テクノロジーが約2%上昇。21日の韓国・コスピが2%超の反発となったことも、日本のAI・半導体関連株への買いを後押しした（",[22,56199,315],{"href":56192,"rel":56200},[26],[11,56202,56203,56204,56208],{},"値上がり率の上位にはキオクシア（約12%高）、IHI、資生堂などが並んだ（",[22,56205,1713],{"href":56206,"rel":56207},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758520",[26],"）。一方、中東情勢の緊張から原油が1バレル83ドル近辺まで上昇しており、エネルギーコストを押し上げる動きは上値抑制要因として残る。",[11,56210,56211],{},[33,56212,56213],{},"＜前週末17日の急落について＞",[11,56215,56216,56217,56221,56222,42],{},"17日には日経平均が一時4100円超下落し、過去3番目の記録的な下げ幅を演じていた（",[22,56218,1713],{"href":56219,"rel":56220},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758389",[26],"）。韓国コスピが6.37%急落したのを発端に、Samsung・SKハイニックスなどメモリ株の売りが東京市場にも波及。キオクシアはストップ安（前日比1万円安の5万2110円）を付ける場面があった。3連休前のポジション整理に加え、信用取引の追証（追加証拠金）に伴う強制売りが下落を加速させたとみられる（",[22,56223,56226],{"href":56224,"rel":56225},"https:\u002F\u002Fmedia.rakuten-sec.net\u002Farticles\u002F-\u002F52974",[26],"楽天証券トウシル",[15,56228,45],{"id":45},[11,56230,56231],{},"今回の急落→急反発の連続は、直近まで大きく値上がりしていたAI・半導体関連株に特有の利益確定売りと自律反発が交互に現れる展開だ。国内NANDメモリ最大手であるキオクシアを含む半導体銘柄の振れ幅は大きく、NISAで半導体ETFや関連銘柄を保有している場合は短期的な値動きへの耐性が試される局面が続きそうだ。一方、原油高止まりは輸入コストを通じてガソリンや電気料金に波及しやすく、家計の物価負担の面からも引き続き注視が必要だ。",[15,56233,51],{"id":51},[11,56235,9873],{},{"title":56,"searchDepth":57,"depth":57,"links":56237},[56238,56239,56240],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"17日の4000円超急落から一転、21日の前場は日経平均が前週末比1114円高の6万5255円で引けた。米SOX指数の反発とコスピ反発を受け、キオクシアが約12%上昇するなど半導体関連株が反発をけん引した。",{},"\u002Freading\u002Farticles\u002F2026-07-21-nikkei-rebound-semiconductor","2026-07-21T13:00:00+09:00",{"title":56176,"description":56241},"reading\u002Farticles\u002F2026-07-21-nikkei-rebound-semiconductor",[73,164],"ThpRxMWLLnMIAJm0AzXUY8x_PLpQGgWMiNVBiYLUEXo",{"id":56250,"title":56251,"author":6,"body":56252,"category":62,"dataDate":6,"date":56165,"description":56336,"extension":65,"image":6,"meta":56337,"navigation":67,"path":56338,"publishedAt":56339,"seo":56340,"stem":56341,"tags":56342,"type":6,"updated":6,"__hash__":56343},"articles\u002Freading\u002Farticles\u002F2026-07-21-dow-3day-fall-semiconductor-rebound.md","米国株、ダウ3日続落も半導体が下支え——円安162円台と中東リスクを家計目線で整理",{"type":8,"value":56253,"toc":56331},[56254,56257,56259,56268,56301,56312,56318,56320,56323,56326,56328],[11,56255,56256],{},"7月20日（月、現地時間）の米国株式市場は、NYダウが前週末比307.16ドル安の5万1,839ドルと3日続落した一方、半導体関連株への買い戻しが入ってS&P500種株価指数は反発する展開となりました。ドル円は162円台半ばで高止まりしており、輸入コストへの影響が続いています。",[15,56258,17],{"id":17},[11,56260,56261,4697,56264,6545],{},[33,56262,56263],{},"7月20日（月）米国市場の主な動き",[22,56265,983],{"href":56266,"rel":56267},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758451",[26],[443,56269,56270,56276,56282,56291],{},[446,56271,56272,56275],{},[33,56273,56274],{},"NYダウ平均","：51,839.26ドル（前週末比 −307.16ドル、3日続落）",[446,56277,56278,56281],{},[33,56279,56280],{},"ナスダック総合指数","：25,508.07ポイント（前週末比 −12.17ポイント）",[446,56283,56284,56286,56287,1714],{},[33,56285,7115],{},"：半導体株の買い戻しで反発（",[22,56288,2246],{"href":56289,"rel":56290},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-20\u002FTIHA97KGIFQK00?srnd=jp-bonds",[26],[446,56292,56293,56295,56296,1714],{},[33,56294,1707],{},"：162円台半ば（",[22,56297,56300],{"href":56298,"rel":56299},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_21_usdjpy\u002F",[26],"OANDA、7\u002F21",[11,56302,56303,56304,56308,56309,42],{},"地政学リスクとしては、イエメンの親イラン武装組織フーシ派が紅海を念頭に海上封鎖を宣言したと伝わり、市場に不安感が広がりました（",[22,56305,11579],{"href":56306,"rel":56307},"https:\u002F\u002Fminkabu.jp\u002Fnews\u002F4572753",[26],"）。ただし同日、米・イラン間の和平仲介提案が報じられると原油価格が落ち着きを取り戻し、AI・半導体関連株に買い戻しが入りS&P500を支える局面もありました（",[22,56310,2246],{"href":56289,"rel":56311},[26],[11,56313,56314,56315,42],{},"ドル円の162円台は7月に入ってから続く水準です。米国の金利高止まりによる対日利差の大きさが、円安を下支えする構図が続いています（",[22,56316,861],{"href":56298,"rel":56317},[26],[15,56319,45],{"id":45},[11,56321,56322],{},"NYダウが軟調でも半導体株が支えるという構図は、7月前半から続く「AI・テック偏重の値動き」の継続を示唆しています。NISAで米国株インデックス（特にS&P500型）を積み立てている場合、組入れ上位がテック・半導体系に偏りやすい点を念頭に置くと、個別日の値動きの解釈に役立つかもしれません。",[11,56324,56325],{},"家計目線では、ドル円162円台の継続が輸入食品・燃料のコスト高止まりを押し続けており、中東情勢次第で原油価格が再び上振れるリスクも残っています。",[15,56327,51],{"id":51},[11,56329,56330],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場・金利・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":56332},[56333,56334,56335],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月20日（月）の米国市場でNYダウは3日続落（−307ドル）、一方で半導体株に買い戻しが入りS&P500は反発。ドル円は162円台半ばが続き、輸入物価の高止まり継続が見込まれる環境です。",{},"\u002Freading\u002Farticles\u002F2026-07-21-dow-3day-fall-semiconductor-rebound","2026-07-21T09:00:00+09:00",{"title":56251,"description":56336},"reading\u002Farticles\u002F2026-07-21-dow-3day-fall-semiconductor-rebound",[164,236],"thpXrHAYwKrmT__sijMK1c9R2Mqs9IbiY2QkGSwC4SI",{"id":56345,"title":56346,"author":6,"body":56347,"category":62,"dataDate":6,"date":56437,"description":56438,"extension":65,"image":6,"meta":56439,"navigation":67,"path":56440,"publishedAt":56441,"seo":56442,"stem":56443,"tags":56444,"type":6,"updated":6,"__hash__":56445},"articles\u002Freading\u002Farticles\u002F2026-07-20-variable-mortgage-rate-hike-aug.md","変動住宅ローン、8月3日から基準金利0.25%引き上げ——新規は即時、既存は秋〜冬反映",{"type":8,"value":56348,"toc":56432},[56349,56352,56354,56359,56368,56373,56381,56386,56394,56411,56418,56420,56427,56429],[11,56350,56351],{},"海の日3連休の最終日、市場は休場でもローン返済世帯に関係する動きが静かに進んでいる。日銀が6月に政策金利を1.00%へ引き上げたことを受け、メガバンク3行が8月3日から短期プライムレートを改定する。変動金利でローンを組んでいる世帯、あるいはこれから組む予定の世帯にとって、いつ・どう影響するかをまとめた。",[15,56353,17],{"id":17},[11,56355,56356],{},[33,56357,56358],{},"短期プライムレートが8月3日から0.25%引き上げ",[11,56360,56361,56362,56367],{},"三菱UFJ銀行・みずほ銀行・三井住友銀行は、日銀が6月16日に政策金利を0.75%→1.00%（31年ぶりの水準）に引き上げたことを受け、2026年8月3日から短期プライムレート（短プラ）を年2.125%から年2.375%へ0.25%引き上げると発表した（",[22,56363,56366],{"href":56364,"rel":56365},"https:\u002F\u002Fascii.jp\u002Felem\u002F000\u002F004\u002F411\u002F4411356\u002F",[26],"ASCII.jp、2026年6月","）。住宅ローンの変動金利は短プラをベースに算出されるため、各行の変動金利もこれに連動して上昇する。",[11,56369,56370],{},[33,56371,56372],{},"新規借入と既存ローンで適用時期が異なる",[11,56374,56375,56376,42],{},"新規で変動ローンを組む場合は8月3日以降の申し込みから改定後の金利が適用される。一方、既存の変動ローン借入者は年1〜2回の返済額見直しサイクルがあり、返済額が変わるのは秋から2027年初にかけての見直しタイミングとなる。みずほ銀行の場合、2026年9月30日以前に借り入れている顧客への新金利適用は2027年1月返済分から、と公表している（",[22,56377,56380],{"href":56378,"rel":56379},"https:\u002F\u002Fwww.mizuhobank.co.jp\u002Floan_housing\u002Fcustomer\u002Fkinriminaoshi.html",[26],"みずほ銀行・基準金利見直しページ",[11,56382,56383],{},[33,56384,56385],{},"主要銀行の変動金利最優遇水準（2026年7月現在）",[11,56387,56388,56389,56393],{},"モゲチェックが集計する7月時点の主要銀行の変動金利最優遇は以下の通り（",[22,56390,56392],{"href":438,"rel":56391},[26],"モゲチェック、2026年7月","）。今後の引き上げ幅はここに0.25%が加わる見込みとなる。",[443,56395,56396,56399,56402,56405,56408],{},[446,56397,56398],{},"三菱UFJ銀行：年0.945%",[446,56400,56401],{},"住信SBIネット銀行：年0.950%",[446,56403,56404],{},"みずほ銀行：年1.025%",[446,56406,56407],{},"三井住友銀行：年1.275%",[446,56409,56410],{},"PayPay銀行：年1.330%（7月に+0.35%引き上げ済み）",[11,56412,56413,56414,42],{},"PayPay銀行・楽天銀行はすでに7月に引き上げを実施済みで、メガバンク・大手ネット銀行の多くは8〜11月にかけて順次対応する見込みとされている（",[22,56415,56417],{"href":438,"rel":56416},[26],"モゲチェック、同上",[15,56419,45],{"id":45},[11,56421,56422,56423,56426],{},"0.25%という引き上げ幅は小さく見えるが、残債が大きく残存期間が長いほど利息総額への影響は蓄積する。「5年ルール」「125%ルール」がある銀行では月々の返済額はすぐには変わらない代わりに、金利上昇分が元本圧縮を遅らせるかたちで将来の負担に積み上がりやすくなる。市場では次の利上げを2026年12月と予想する声が多い（",[22,56424,56417],{"href":438,"rel":56425},[26],"）。秋の見直しを前に、現在の残債・適用金利・残存年数を確認しておく機会として意識しておきたい。",[15,56428,51],{"id":51},[11,56430,56431],{},"本記事は情報提供を目的としたもので、投資助言ではありません。借り換えや繰り上げ返済を推奨するものではなく、将来の金利動向を保証しません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":56433},[56434,56435,56436],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-20","三菱UFJ・みずほ・三井住友が8月3日から短期プライムレートを2.125%→2.375%に引き上げ。変動ローンの新規は8月から高い金利が適用され、既存借入者の返済額への反映は秋〜2027年初の見直しタイミングになります。",{},"\u002Freading\u002Farticles\u002F2026-07-20-variable-mortgage-rate-hike-aug","2026-07-20T20:00:00+09:00",{"title":56346,"description":56438},"reading\u002Farticles\u002F2026-07-20-variable-mortgage-rate-hike-aug",[236],"iQJalL0FUKDh4AXEmfTvBJbbBp0jVMWlgt-XWzzmZWs",{"id":56447,"title":56448,"author":6,"body":56449,"category":57067,"dataDate":56437,"date":56437,"description":57068,"extension":65,"image":6,"meta":57069,"navigation":67,"path":57070,"publishedAt":57071,"seo":57072,"stem":57073,"tags":57074,"type":52077,"updated":6,"__hash__":57076},"articles\u002Freading\u002Farticles\u002Frakumachi-space-stock-1500man-fomo-review.md","【最近の話題】「宇宙株億り人が1カ月で含み損1500万円」楽待の話題動画を読む──億り人リスクとFOMOを資産防衛の目線で整理",{"type":8,"value":56450,"toc":57053},[56451,56466,56488,56503,56505,56516,56520,56526,56568,56572,56575,56687,56696,56700,56730,56735,56737,56747,56751,56810,56815,56819,56871,56893,56915,56919,56926,56948,56950,56979,56981,57020,57025,57027,57048],[11,56452,56453,56454,56457,56458,56461,56462,56465],{},"不動産投資メディア「楽待（RAKUMACHI）」が2026年7月20日に公開した約50分の対談動画が、投資クラスタで話題になっています。タイトルは",[33,56455,56456],{},"「【利益1億から大暴落】『宇宙株億り人』1カ月で含み損1500万円に…／キオクシア株はバーゲンセール？／日経平均は『スピード違反』、モメチン相場は終焉か」","。出演はマックスむらい氏・田端信太郎氏・佐田志歩氏（楽待キャスター）です。本記事では、この動画が投げかけた論点を",[33,56459,56460],{},"当メディアが記録した直近の市場データと一次情報","で整理し、NISA初心者・現金比率の高い層にとっての\"持ち帰り\"を資産防衛の目線でまとめます。結論を先に言えば、動画が突きつけているのは特定銘柄の当て物ではなく、",[33,56463,56464],{},"「億り人リスク」と「FOMO（取り残される恐怖）」という、相場が過熱したときにこそ効いてくる普遍的なテーマ","です。",[50961,56467,56468,56474],{},[11,56469,56470,56473],{},[33,56471,56472],{},"この動画のテーマ："," 宇宙株（スペースX関連）に大きく張って含み益1億円まで伸ばしたポートフォリオが、わずか1カ月で1500万円の含み損に転じた——という実例を軸に、赤字（成長）銘柄への集中投資の危うさ、直近で半値割れしたキオクシアは「バーゲン」なのか、AI半導体相場は「何合目」か、乱高下をどう生き抜くか、を語り合う対談です。",[11,56475,56476,56479,56480,56483,56484,56487],{},[33,56477,56478],{},"当メディアの整理："," 動画が扱う市場の事実関係（キオクシアの急落・AI半導体株の弱気相場入り・日経平均の急落）は、",[33,56481,56482],{},"当メディアが7月17〜18日に記録した内容とよく整合","します。一方で「億り人1億→含み損1500万」「キオクシアはバーゲン」「相場は何合目」といった評価は、出演者の見立て・体験談であって確定した予測ではありません。数字ではなく",[33,56485,56486],{},"\"付き合い方\"","を持ち帰るのが安全です。",[50984,56489,56490],{},[11,56491,56492,56494,56495,56498,56499,56502],{},[33,56493,50990],{}," 本記事は、動画の",[33,56496,56497],{},"公開タイトル・概要欄のチャプター・出演者表記","（いずれも一次情報）と、",[33,56500,56501],{},"当メディアが記録した同時期の市場データ","に基づく編集部の整理です。楽待チャンネルは切り抜き・転載を禁止しているため、本記事は逐語の書き起こしや発言の引用は行わず、公開情報から確認できる論点のみを扱います。各章の説明は概要欄のチャプター見出しと動画の主題からの編集部整理であり、発言そのものではありません。",[15,56504,50998],{"id":50998},[51000,56506,56513],{"cast":56507,"date":56508,"theme":56509,"thumb":56510,"title":56511,"url":56512},"マックスむらい氏／田端信太郎氏／佐田志歩氏（楽待キャスター・聞き手）","2026年7月20日公開（楽待 RAKUMACHI）","宇宙株（スペースX関連）への集中投資と含み損／赤字銘柄投資の危険性／キオクシアは「酸っぱい葡萄」か／AI半導体相場は何合目か／乱高下相場の投資哲学","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FCe7VUQIs89U\u002Fhqdefault.jpg","【利益1億から大暴落】「宇宙株億り人」1カ月で含み損1500万円に…／キオクシア株はバーゲンセール？／日経平均は「スピード違反」、モメチン相場は終焉か《マックスむらい×田端信太郎×佐田志歩》","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=Ce7VUQIs89U",[11,56514,56515],{},"約50分の対談。含み益1億円まで伸びたポートフォリオが1カ月で含み損に転じた実例を入口に、集中投資・FOMO・相場の過熱をテンポよく論じる構成です。特定銘柄の推奨ではなく、乱高下相場との\"付き合い方\"を扱います。",[15,56517,56519],{"id":56518},"動画の構成概要欄チャプター","動画の構成（概要欄チャプター）",[11,56521,56522,56523],{},"概要欄で公開されているチャプター（一次情報）に沿って、各章が何を扱う場面かを整理します。",[51023,56524,56525],{},"※説明は見出しと動画の主題に基づく編集部整理で、発言の逐語ではありません。",[51027,56527,56528,56533,56540,56547,56554,56561],{},[51030,56529,56530],{"title":51032,"ts":51033},[11,56531,56532],{},"今回のテーマ（宇宙株の急落・キオクシア・AI半導体相場）と出演者の紹介。相場が急変した局面での対談であることが示される導入。",[51030,56534,56537],{"title":56535,"ts":56536},"「含み益1億円」ポートフォリオの現状","04:17",[11,56538,56539],{},"宇宙株（スペースX関連）を中心に含み益1億円まで伸びていたポートフォリオが、直近の急落でどう変化したか。タイトルにある「1カ月で含み損1500万円」の実例が語られる中心パート。",[51030,56541,56544],{"title":56542,"ts":56543},"赤字銘柄投資の危険性？","11:24",[11,56545,56546],{},"利益が出ていない（赤字の）成長企業に大きく張ることのリスク。将来の物語に賭ける投資と、足元の業績に基づく投資の違いという論点。",[51030,56548,56551],{"title":56549,"ts":56550},"キオクシアは「酸っぱい葡萄」だったのか","24:30",[11,56552,56553],{},"上場来高値から半値割れしたキオクシアをどう見るか。「バーゲンセール（割安）」なのか、それとも手を出さなくて正解だった（＝酸っぱい葡萄）のか、という評価が割れるテーマ。",[51030,56555,56558],{"title":56556,"ts":56557},"AI半導体相場は何合目？","36:55",[11,56559,56560],{},"AI・半導体株の上昇はどこまで来たのか。「まだ序盤」なのか「終盤（スピード違反）」なのか、相場の位置についての見立て。",[51030,56562,56565],{"title":56563,"ts":56564},"乱高下相場を生き抜く投資哲学","50:01",[11,56566,56567],{},"急騰・急落を繰り返す相場で、個人投資家がどう振る舞うべきか。集中と分散、損切り、待つことの意味などの締めくくり。",[15,56569,56571],{"id":56570},"独自整理動画のテーマを当メディアの市場記録と突き合わせた","【独自整理】動画のテーマを、当メディアの市場記録と突き合わせた",[11,56573,56574],{},"動画のタイトル・テーマに含まれる市場の事実関係を、当メディアが記録した直近データと照合しました。",[13939,56576,56577],{},[2752,56578,56579,56591],{},[2755,56580,56581],{},[2758,56582,56583,56586,56589],{},[2761,56584,56585],{},"動画が示すテーマ",[2761,56587,56588],{},"当メディアの記録・整理",[2761,56590,51114],{},[2768,56592,56593,56610,56626,56642,56658,56674],{},[2758,56594,56595,56598,56605],{},[2773,56596,56597],{},"キオクシアは直近で急落し「バーゲンセール？」と問われる水準に",[2773,56599,56600,56601,56604],{},"7月17日、キオクシアHDはストップ安で上場来高値から",[33,56602,56603],{},"半値割れ","、時価総額約30兆円が消失。「急落は事実」で、割安かどうかは評価が分かれる段階。",[2773,56606,56607],{},[51128,56608,56609],{"type":51232},"○ 急落は事実／割安判断は評価",[2758,56611,56612,56615,56622],{},[2773,56613,56614],{},"日経平均は「スピード違反」＝上げ過ぎの反動が出た",[2773,56616,56617,56618,56621],{},"7月17日の日経平均は前日比",[33,56619,56620],{},"2,694円安・終値6万4,141円","（史上5番目の下げ幅）。急ピッチの上昇の後に大幅安が出たという文脈と整合。",[2773,56623,56624],{},[51128,56625,51131],{"type":51130},[2758,56627,56628,56631,56638],{},[2773,56629,56630],{},"AI半導体相場は過熱・調整局面（「何合目」か議論）",[2773,56632,56633,56634,56637],{},"7月17〜18日、中国AI「Kimi K3」公開を機に米半導体株が急落、SOX指数は6月高値から",[33,56635,56636],{},"20%超下落＝弱気相場入り","。過熱後の調整という認識は整合。",[2773,56639,56640],{},[51128,56641,51131],{"type":51130},[2758,56643,56644,56647,56653],{},[2773,56645,56646],{},"宇宙株（スペースX関連）で含み益1億円→1カ月で含み損1500万円",[2773,56648,56649,56650,5863],{},"スペースXは6月12日に上場。上場直後の高値から関連株が調整した局面という大枠は当メディアのナラティブと整合。ただし個人の損益額（1億／1500万）は",[33,56651,56652],{},"本人談で裏取り不可",[2773,56654,56655],{},[51128,56656,56657],{"type":51232},"△ 本人談・未確認",[2758,56659,56660,56663,56669],{},[2773,56661,56662],{},"「モメチン（モメンタム）相場は終焉か」",[2773,56664,56665,56666,5863],{},"上昇の勢いに乗る相場が転換点を迎えたのでは、という問い。方向感としては半導体株の弱気相場入りと整合するが、「終焉」の断定は",[33,56667,56668],{},"観測段階",[2773,56670,56671],{},[51128,56672,56673],{"type":51232},"△ 観測段階",[2758,56675,56676,56679,56682],{},[2773,56677,56678],{},"赤字（成長）銘柄への集中投資はリスクが高い",[2773,56680,56681],{},"一般論として、利益の裏付けが薄い銘柄は物語（期待）で買われ、期待が剥がれると下落が大きくなりやすい。教訓としては妥当。",[2773,56683,56684],{},[51128,56685,56686],{"type":51130},"○ 一般論として妥当",[11,56688,51452,56689,51456,56691,56693,56694,52775],{},[51128,56690,51455],{"type":51130},[51128,56692,51459],{"type":51232}," 本人談・観測段階・未確認 ／ ",[51128,56695,51463],{"type":51338},[15,56697,56699],{"id":56698},"数字で見るこの1週間の急変","数字で見る「この1週間の急変」",[51470,56701,56702,56709,56716,56723],{},[51473,56703,56706],{"unit":56704,"value":56705},"円","-2,694",[11,56707,56708],{},"7月17日の日経平均の下げ幅（終値6万4,141円）。史上5番目の大きさ",[51473,56710,56713],{"unit":56711,"value":56712},"割れ","半値",[11,56714,56715],{},"キオクシアHDが上場来高値から下落。時価総額約30兆円が消失（7\u002F17）",[51473,56717,56720],{"unit":56718,"value":56719},"％超","-20",[11,56721,56722],{},"米SOX指数が6月高値から下落し弱気相場入り（7\u002F17〜18）",[51473,56724,56727],{"unit":56725,"value":56726},"円台","162",[11,56728,56729],{},"ドル円の水準。円安が続き、家計・投資の両面で注視が必要",[11,56731,56732],{},[51023,56733,56734],{},"※市場データは当メディアの大引け・速報記録（公表値ベース）に基づきます。動画内で語られる個人の損益額・相場観は出演者の体験談・見立てで、本記事では裏取りしていません。",[8668,56736,51507],{"id":51507},[51509,56738,56739,56741,56743,56745],{},[51512,56740,51525],{"href":51523,"note":51524},[51512,56742,51516],{"href":51514,"note":51515},[51512,56744,52821],{"href":52820,"note":51515},[51512,56746,51520],{"href":51519,"note":51515},[15,56748,56750],{"id":56749},"この動画に関連する銘柄テーマ","この動画に関連する銘柄・テーマ",[13939,56752,56753],{},[2752,56754,56755,56767],{},[2755,56756,56757],{},[2758,56758,56759,56762,56765],{},[2761,56760,56761],{},"ティッカー／テーマ",[2761,56763,56764],{},"対象",[2761,56766,51546],{},[2768,56768,56769,56780,56791,56801],{},[2758,56770,56771,56774,56777],{},[2773,56772,56773],{},"未上場→上場",[2773,56775,56776],{},"スペースX（宇宙株）",[2773,56778,56779],{},"6月12日に上場。含み益1億円まで伸びた「宇宙株億り人」ポートフォリオの中心。急落で含み損に転じたという実例の主役",[2758,56781,56782,56786,56788],{},[2773,56783,56784],{},[51554,56785,51595],{},[2773,56787,51598],{},[2773,56789,56790],{},"半導体メモリ。上場来高値から半値割れ。「バーゲンセール？」＝割安か、手を出さなくて正解だったかで評価が割れる",[2758,56792,56793,56795,56798],{},[2773,56794,5603],{},[2773,56796,56797],{},"米SOX（半導体）指数",[2773,56799,56800],{},"6月高値から20%超下落し弱気相場入り。「AI半導体相場は何合目か」の背景",[2758,56802,56803,56805,56807],{},[2773,56804,5603],{},[2773,56806,51624],{},[2773,56808,56809],{},"7\u002F17に2,694円安（史上5番目）。「スピード違反」＝急上昇の反動という文脈",[11,56811,56812],{},[51023,56813,56814],{},"※本表は動画のテーマ整理であり、特定銘柄の売買を推奨するものではありません。ティッカーは当メディアの記録に基づく参考情報です。",[15,56816,56818],{"id":56817},"編集部の見解うなずける点距離を置きたい点","編集部の見解：うなずける点・距離を置きたい点",[51638,56820,56821,56846],{},[51641,56822,56823,56827],{"tone":51643},[51645,56824,56826],{"id":56825},"うなずける点","✓ うなずける点",[443,56828,56829,56836,56839],{},[446,56830,56831,56832,56835],{},"「含み益1億円が1カ月で含み損に」という実例は、",[33,56833,56834],{},"集中投資と含み益の\"見かけ\"の危うさ","を体感的に伝える。株価が上がっているときの含み益は、確定するまで自分のお金ではない",[446,56837,56838],{},"「赤字（成長）銘柄への集中はリスクが高い」という整理は、期待で買われる銘柄ほど期待が剥がれたときの下落が大きい、という基本と整合する",[446,56840,56841,56842,56845],{},"キオクシアや日経平均・SOXの急落という",[33,56843,56844],{},"事実関係","は、当メディアの7月17〜18日の記録とよく合っている",[51641,56847,56848,56852],{"tone":51671},[51645,56849,56851],{"id":56850},"距離を置きたい点","✗ 距離を置きたい点",[443,56853,56854,56861,56868],{},[446,56855,56856,56857,56860],{},"「キオクシアはバーゲンか」「相場は何合目か」「モメチン相場は終焉か」は、いずれも",[33,56858,56859],{},"出演者の見立て","であって確定した予測ではない。片方の結論だけを切り取って売買の根拠にしない",[446,56862,56863,56864,56867],{},"動画で語られる個人の損益額（1億・1500万）は",[33,56865,56866],{},"体験談","で、裏取りはできない。金額の大きさそのものに引っ張られない",[446,56869,56870],{},"「有名投資家が張っている（いた）」ことは、あなたにとっての適切さを保証しない。話題性と再現性は別物",[51704,56872,56873],{},[11,56874,56875,56877,56878,51715,56881,56884,56885,56888,56889,56892],{},[33,56876,51710],{}," この動画から持ち帰るべきは「宇宙株を買え／売れ」でも「キオクシアは底だ」でもなく、",[33,56879,56880],{},"3つの\"守りの習慣\"",[33,56882,56883],{},"含み益は自分のお金ではない","——1億円の含み益が1カ月で消えることが実際に起きる。値上がりした分を\"増えた資産\"と錯覚しない。②",[33,56886,56887],{},"FOMO（取り残される恐怖）で入らない","——「有名人が儲けている」「今買わないと乗り遅れる」という感情は、いちばん高いところで買わせる。③",[33,56890,56891],{},"一点に張らない","——赤字の成長株や一つのテーマにお金を集中させると、期待が剥がれたときに家計ごと揺れる。話題の急騰銘柄を追う前に、まず自分の資産全体が値動きにどれだけ耐えられるかを確かめる。派手な当て物より、崩れにくい土台のほうが、インフレ局面では効いてきます。",[51734,56894,56895,56905],{},[51737,56896,56897],{"title":51739,"tone":51740},[443,56898,56899,56902],{},[446,56900,56901],{},"宇宙株・AI半導体の急騰急落を体験談ベースで振り返り、集中投資やFOMOの怖さを実感として掴みたい人",[446,56903,56904],{},"キオクシアや日経平均の急落を、当事者に近い距離感の対談で整理したい人",[51737,56906,56907],{"title":51754,"tone":51755},[443,56908,56909,56912],{},[446,56910,56911],{},"「キオクシアはバーゲン」「相場は何合目」を、将来の確定値や売買の根拠にしたい人",[446,56913,56914],{},"有名投資家のポジションを、そのまま自分の投資判断のお手本にしたい人",[15,56916,56918],{"id":56917},"話題の急騰株が気になったらまず自分の耐性を確かめる","話題の急騰株が気になったら、まず\"自分の耐性\"を確かめる",[11,56920,56921,56922,56925],{},"宇宙株やAI半導体のような話題株の急騰急落を見ると、「乗り遅れたくない」という気持ち（FOMO）が湧きます。ですが、この動画が示すとおり、含み益は一夜で消えることがあります。急いで一点に張る前に、",[33,56923,56924],{},"いまの自分の資産がインフレと値動きにどれだけ耐えられるか","を可視化しておくと、感情に流されにくくなります。",[443,56927,56928,56934,56941],{},[446,56929,56930,56931],{},"まずは自分の状態を知る → ",[22,56932,56933],{"href":51722},"インフレ耐性診断・実質価値シミュレーター",[446,56935,56936,56937],{},"話題株より、まず土台の作り方から → ",[22,56938,56940],{"href":56939},"\u002Fbroker\u002Fnisa-beginner\u002F","NISA初心者向けの証券会社選び",[446,56942,56943,56944],{},"3社をまとめて比較したい → ",[22,56945,56947],{"href":56946},"\u002Flp\u002Fbroker-comparison\u002F","口座開設・証券会社比較（成約LP）",[15,56949,51774],{"id":51774},[51776,56951,56952,56958,56964,56970],{},[51779,56953,56955],{"q":56954},"含み益1億円が1カ月で含み損になる、なんてことが本当に起きるの？",[11,56956,56957],{},"値動きの大きい成長株や上場直後の銘柄に集中していると、起こり得ます。株価が上がっている間の「含み益」は、売って現金化するまでは確定していない\"見かけ\"の利益です。相場が反転すれば、同じ勢いで減ることもあります。だからこそ、一つの銘柄・テーマに資産を集中させないこと（分散）と、含み益を\"増えた資産\"として使う計画を立てないことが大切です。",[51779,56959,56961],{"q":56960},"キオクシアは半値割れしたなら「バーゲン（割安）」で買い時では？",[11,56962,56963],{},"「大きく下げた＝割安」とは限りません。株価が下がった理由（AI半導体全体の弱気相場入りや業績期待の後退など）が続いているなら、さらに下げる可能性もあります。動画でも評価は割れており、これは\"当てにいく\"話です。初心者がまず考えるべきは、個別銘柄の底値当てではなく、値動きに耐えられる資産配分になっているかどうかです。",[51779,56965,56967],{"q":56966},"有名投資家が買っている銘柄を真似すれば安全？",[11,56968,56969],{},"おすすめしません。有名投資家は資金量・リスク許容度・情報量・売買のタイミングがあなたと異なります。実際この動画は「有名な人でも大きな含み損を抱えることがある」という実例そのものです。話題性（バズっているか）と、あなたにとっての再現性（同じ結果を出せるか）は別物として切り分けましょう。",[51779,56971,56973],{"q":56972},"FOMO（取り残される恐怖）に流されないコツは？",[11,56974,56975,56976,56978],{},"①先に「自分の資産全体が何％下げても生活・計画が崩れないか」を決めておく、②話題株は\"余裕資金の範囲\"に上限を切る、③「今買わないと乗り遅れる」と感じたときほど一拍おく——の3つが基本です。まずは",[22,56977,53084],{"href":51722},"で自分の耐性を数字で把握しておくと、感情の波に飲まれにくくなります。",[15,56980,51833],{"id":51832},[51835,56982,56983],{},[10814,56984,56985,56992,56999,57006,57013],{},[446,56986,51841,56987,56991],{},[22,56988,56990],{"href":56512,"rel":56989},[26],"【利益1億から大暴落】「宇宙株億り人」1カ月で含み損1500万円に…／キオクシア株はバーゲンセール？／日経平均は「スピード違反」、モメチン相場は終焉か《マックスむらい×田端信太郎×佐田志歩》（楽待 RAKUMACHI・YouTube）"," 2026\u002F7\u002F20公開（チャプター・出演者は概要欄に基づく）",[446,56993,56994,56995],{},"キオクシア半値割れ・日経2694円安（7\u002F17）：",[22,56996,56998],{"href":56997},"\u002Freading\u002Farticles\u002F2026-07-17-nikkei-2694-drop-kioxia-ai-selloff\u002F","日経平均2694円安・終値6万4141円――AI成長期待が後退、キオクシア半値割れで歴代5位の暴落（当メディア）",[446,57000,57001,57002],{},"米半導体株の弱気相場入り（7\u002F17〜18）：",[22,57003,57005],{"href":57004},"\u002Freading\u002Farticles\u002F2026-07-18-us-ai-chip-selloff\u002F","中国AI「Kimi K3」公開で米半導体株急落——SOXが6月高値から20%超下落しベアマーケット入り（当メディア）",[446,57007,57008,57009],{},"直近の市場地合い（SOX弱気相場・ドル円162円台・CPI注目）：",[22,57010,57012],{"href":57011},"\u002Freading\u002Farticles\u002F2026-07-20-us-chips-bear-yen-cpi\u002F","米半導体株が弱気相場入り、ドル円162円台継続——24日の日本CPI発表が今週の焦点（当メディア）",[446,57014,57015,57016],{},"スペースX上場と宇宙株の評価：",[22,57017,57019],{"href":57018},"\u002Freading\u002Farticles\u002Fspacex-700cho-review\u002F","「SpaceXは700兆円企業へ!?」中島聡氏の解説を整理──\"普通なら買うな\"の真意と宇宙AIデータセンター（当メディア）",[11,57021,57022],{},[51023,57023,57024],{},"※本記事は動画の公開タイトル・概要欄（チャプター・出演者）という一次情報と、当メディアの市場記録に基づく整理です。逐語の書き起こし・発言の引用は行っていません。将来の相場・株価・為替を保証するものではありません。動画の内容に関する権利は制作者に帰属します。",[15,57026,52009],{"id":52009},[52011,57028,57029,57036,57042],{},[52014,57030,57033],{"cat":57031,"desc":57032,"href":57018},"動画レビュー","同じ宇宙株テーマ。スペースXの評価と「普通なら買うな」の真意を整理",[11,57034,57035],{},"「SpaceXは700兆円企業へ!?」中島聡氏の解説を整理",[52014,57037,57039],{"cat":52016,"desc":57038,"href":56997},"動画が扱うキオクシア半値割れ・日経急落を、当メディアの速報として記録",[11,57040,57041],{},"日経平均2694円安・キオクシア半値割れで歴代5位の暴落",[52014,57043,57046],{"cat":57044,"desc":57045,"href":51722},"診断","話題株を追う前に。自分の資産がインフレ・値動きにどれだけ耐えられるかを可視化",[11,57047,56933],{},[50984,57049,57050],{},[11,57051,57052],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動き・為替は予測できません。記載の市場数値は本記事のデータ基準日（2026年7月20日）時点の当メディアの記録に基づき、動画内で語られる損益額・相場観は出演者の体験談・見立てです。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":57054},[57055,57056,57057,57058,57061,57062,57063,57064,57065,57066],{"id":50998,"depth":57,"text":50998},{"id":56518,"depth":57,"text":56519},{"id":56570,"depth":57,"text":56571},{"id":56698,"depth":57,"text":56699,"children":57059},[57060],{"id":51507,"depth":8742,"text":51507},{"id":56749,"depth":57,"text":56750},{"id":56817,"depth":57,"text":56818},{"id":56917,"depth":57,"text":56918},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"topics","楽待の話題動画「利益1億から大暴落／宇宙株億り人が1カ月で含み損1500万円／キオクシアはバーゲンセール？／日経平均はスピード違反」（マックスむらい×田端信太郎×佐田志歩）を、当メディアの市場記録と一次情報で整理。億り人リスク・FOMO・赤字銘柄への集中投資という論点を、NISA初心者の資産防衛の目線でやさしく読み解きます。",{},"\u002Freading\u002Farticles\u002Frakumachi-space-stock-1500man-fomo-review","2026-07-20T18:00:00+09:00",{"title":56448,"description":57068},"reading\u002Farticles\u002Frakumachi-space-stock-1500man-fomo-review",[164,73,57075],"ipo","49Icv8R_JrT_hWuznaBM2clwfvYkEzpb3rNdQkOG288",{"id":57078,"title":57079,"author":6,"body":57080,"category":62,"dataDate":6,"date":56437,"description":57153,"extension":65,"image":6,"meta":57154,"navigation":67,"path":57155,"publishedAt":57156,"seo":57157,"stem":57158,"tags":57159,"type":6,"updated":6,"__hash__":57160},"articles\u002Freading\u002Farticles\u002F2026-07-20-gasoline-subsidy-expansion-iran.md","ガソリン補助金が9週ぶり拡大──ホルムズ緊張で7.5円\u002FLに、169円台をどう維持しているか",{"type":8,"value":57081,"toc":57148},[57082,57085,57087,57092,57103,57108,57116,57121,57130,57138,57140,57143,57145],[11,57083,57084],{},"海の日の3連休。帰省や遠出でガソリンスタンドに立ち寄った方も多いだろう。7月に入って静かに縮小し続けていたガソリン補助金が、先週から再び大きく動き出した。",[15,57086,17],{"id":17},[11,57088,57089],{},[33,57090,57091],{},"補助金単価が9週ぶりに拡大（7\u002F16〜22適用）",[11,57093,57094,57095,57098,57099,42],{},"政府の「燃料油激変緩和措置」における7月16日〜22日のガソリン補助金支給単価は1リットルあたり",[33,57096,57097],{},"7.50円","に設定された。前週（7\u002F9〜15）の2.8円から4.7円の大幅拡大で、5月14日（42.6円）をピークに8週連続で縮小していた補助が、9週ぶりに増加に転じた（",[22,57100,57102],{"href":3767,"rel":57101},[26],"補助金ポータル、2026年7月17日更新",[11,57104,57105],{},[33,57106,57107],{},"背景：ホルムズ海峡再封鎖宣言と原油急騰",[11,57109,57110,57111,57115],{},"きっかけは7月12日のイラン革命防衛隊によるホルムズ海峡再封鎖宣言だ。米国が即座に逆封鎖と報復攻撃を宣言すると、WTI原油先物が1バレル79.34ドル、北海ブレント原油が84.73ドルへ急騰した（",[22,57112,57114],{"href":3767,"rel":57113},[26],"補助金ポータル、同上","）。日本の原油輸入の約93%がホルムズ海峡を経由しており、中東の緊張は輸入コストに直結しやすい構造だ。",[11,57117,57118],{},[33,57119,57120],{},"全国平均は169.9円を維持（7\u002F13時点）",[11,57122,57123,57124,57129],{},"7月13日時点のレギュラーガソリン全国平均価格は169.9円\u002FLで横ばいを保っている（",[22,57125,57128],{"href":57126,"rel":57127},"https:\u002F\u002Fotokurashi.jp\u002Fgasoline-price-increase-outlook\u002F",[26],"おとくらし、2026年7月16日更新","）。現行の補助制度は「全国平均が170円を超えた分を全額補助」する仕組みのため、170円ラインを維持するべく毎週単価が調整される。補助がなければ今週は約177円台に相当する水準だった計算だ。",[11,57131,57132,57133,57137],{},"補助の財源は石油元売りへの交付金で、原油高・円安が続くほど国の支出も膨らむ。3月には全国平均が190円台まで上昇した局面があり（",[22,57134,57136],{"href":57126,"rel":57135},[26],"おとくらし、同上","）、その際は補助単価が40円超に達した。",[15,57139,45],{"id":45},[11,57141,57142],{},"補助が自動的に170円ラインを守る構造は消費者にとって安心材料だが、補助の縮小・廃止があればガソリン代は一気に上がる。食品の値上がりが続く7月、ガソリン代が補助に支えられて横ばいを保っている点は家計防衛上の「一時的な緩衝材」として意識しておきたい。ホルムズ情勢とドル円の行方は、夏の家計費に直接響くテーマだ。",[15,57144,51],{"id":51},[11,57146,57147],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来のガソリン価格・補助金水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":57149},[57150,57151,57152],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"イランのホルムズ海峡再封鎖宣言を受けた原油急騰で、7月16日〜22日のガソリン補助金が前週2.8円→7.5円\u002FLに9週ぶり拡大。政府の「170円維持」ラインの仕組みと家計が意識しておくべき点を整理した。",{},"\u002Freading\u002Farticles\u002F2026-07-20-gasoline-subsidy-expansion-iran","2026-07-20T13:00:00+09:00",{"title":57079,"description":57153},"reading\u002Farticles\u002F2026-07-20-gasoline-subsidy-expansion-iran",[629,236],"5tkVcozlXRjmUJCYYqMiWREQ-6T3njmcjFTVycsHybU",{"id":57162,"title":57163,"author":6,"body":57164,"category":57326,"dataDate":6,"date":56437,"description":57327,"extension":65,"image":6,"meta":57328,"navigation":67,"path":57329,"publishedAt":6,"seo":57330,"stem":57331,"tags":57332,"type":6,"updated":6,"__hash__":57333},"articles\u002Freading\u002Farticles\u002Fwhat-is-compound-interest.md","複利とは？利息が利息を生む仕組みと、長期投資でなぜ資産が大きく育つのかを解説",{"type":8,"value":57165,"toc":57319},[57166,57169,57172,57175,57178,57181,57244,57247,57250,57270,57275,57279,57290,57293,57300,57314,57316],[11,57167,57168],{},"「長期投資をすると資産が増える」と聞くとき、その核心にあるのが「複利（ふくり）」の力です。複利とは、利息がさらに利息を生む連鎖のこと。運用期間が長くなるほど伸び幅が加速するため、早めに始めるほど有利です。この記事では単利との違いと、長期でなぜ差が開くのかを具体的な数字で整理します。",[15,57170,57171],{"id":57171},"複利とは",[11,57173,57174],{},"複利とは、元本（もともとのお金）から生まれた利息を元本に加え、次の期にはその合計に対して利息を計算する仕組みです。利息が利息を生む連鎖が起きるのが特徴です。",[11,57176,57177],{},"反対に「単利」（たんり）は、期間中ずっと最初の元本に対してのみ利息がつく方式です。",[11,57179,57180],{},"以下は年率3%での比較です（概念説明のための仮定値。特定の運用成果を保証するものではありません）。",[2752,57182,57183,57200],{},[2755,57184,57185],{},[2758,57186,57187,57191,57194,57197],{},[2761,57188,57190],{"align":57189},"center","期間",[2761,57192,57193],{"align":57189},"単利（100万円が…）",[2761,57195,57196],{"align":57189},"複利（100万円が…）",[2761,57198,57199],{"align":57189},"差",[2768,57201,57202,57216,57230],{},[2758,57203,57204,57207,57210,57213],{},[2773,57205,57206],{"align":57189},"10年",[2773,57208,57209],{"align":57189},"130万円",[2773,57211,57212],{"align":57189},"約134万円",[2773,57214,57215],{"align":57189},"約4万円",[2758,57217,57218,57221,57224,57227],{},[2773,57219,57220],{"align":57189},"20年",[2773,57222,57223],{"align":57189},"160万円",[2773,57225,57226],{"align":57189},"約181万円",[2773,57228,57229],{"align":57189},"約21万円",[2758,57231,57232,57235,57238,57241],{},[2773,57233,57234],{"align":57189},"30年",[2773,57236,57237],{"align":57189},"190万円",[2773,57239,57240],{"align":57189},"約243万円",[2773,57242,57243],{"align":57189},"約53万円",[11,57245,57246],{},"10年の段階では4万円の差でも、30年後には53万円以上の差になります。期間が延びるほど、複利の伸びは急勾配になります。これが複利の本質的な強さです。",[15,57248,57249],{"id":57249},"初心者が押さえるポイント",[443,57251,57252,57258,57264],{},[446,57253,57254,57257],{},[33,57255,57256],{},"利息を使わず元本に組み入れ続けること","が複利の前提です。積立型の投資信託（とうしんたく）は分配金を自動で再投資する「成長型」を選ぶと複利効果が働きやすい",[446,57259,57260,57263],{},[33,57261,57262],{},"期間が最大の変数",": 30年の複利効果の多くは後半15年に集中します。早く始めて長く続けることが、投資額の大小よりも効く場面があります",[446,57265,57266,57269],{},[33,57267,57268],{},"インフレが続く局面ほど意味が増す",": 物価が年率2〜3%上昇し続ければ、超低金利の預金では実質的な購買力が目減りし続けます。複利で育てる資産の重要性が高まっています",[11,57271,57272,57273],{},"自分の資産がインフレでどれだけ目減りしているかを確認してみましょう → ",[22,57274,51723],{"href":51722},[15,57276,57278],{"id":57277},"よくあるつまずき誤解","よくあるつまずき・誤解",[443,57280,57281,57284,57287],{},[446,57282,57283],{},"「複利はほったらかしで増え続ける」という誤解 → 利息を引き出さず元本に組み入れ続けることが条件です。毎月分配金を受け取る「毎月分配型」の投資信託は複利効果が働きにくいため、再投資型（成長型）を選ぶことが大切です",[446,57285,57286],{},"「5〜10年でも十分な複利効果がある」という過大評価 → 短期では単利との差はわずかです。複利の威力が際立つのは20〜30年のスパン。「長く継続する」前提で計画することが重要です",[446,57288,57289],{},"「利率が高いほど効果も大きい」という思い込み → 高利率の商品は一般にリスクも高く、元本割れの可能性があります。複利の効果を最大化するのは、適切なリスクでコツコツ長く続けることであって、高利回り商品を短期で乗り換えることではありません",[15,57291,57292],{"id":57292},"次の一歩",[11,57294,57295,57296,57299],{},"複利を最大限活かすには、",[33,57297,57298],{},"非課税で長期積立できる仕組み","を使うことが現実的な方法です。新NISA（少額投資非課税制度）はその代表で、運用益や配当に税金がかからないぶん、複利の伸びをそのまま手元に残せます。",[443,57301,57302,57308],{},[446,57303,57304,57305],{},"NISAの仕組みと口座開設を確認する → ",[22,57306,57307],{"href":56939},"NISAの始め方・証券会社比較",[446,57309,57310,57311],{},"各社を比べて口座を開く → ",[22,57312,57313],{"href":56946},"口座開設比較",[15,57315,51],{"id":51},[11,57317,57318],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。特定の銘柄・商品の売買や利益を保証・推奨するものではありません。手数料・制度内容・還元率は変更される場合があるため、最終判断は各社公式情報を確認のうえご自身の責任で行ってください。記事中の利率・計算例はすべて概念説明のための仮定値であり、特定の投資成果を示すものではありません。",{"title":56,"searchDepth":57,"depth":57,"links":57320},[57321,57322,57323,57324,57325],{"id":57171,"depth":57,"text":57171},{"id":57249,"depth":57,"text":57249},{"id":57277,"depth":57,"text":57278},{"id":57292,"depth":57,"text":57292},{"id":51,"depth":57,"text":51},"basics","複利は利息が利息を生む仕組みで、時間をかけるほど資産の伸びが加速します。単利と何が違うのか、長期投資でなぜ効果が大きくなるのかを、計算例を交えてわかりやすく解説します。",{},"\u002Freading\u002Farticles\u002Fwhat-is-compound-interest",{"title":57163,"description":57327},"reading\u002Farticles\u002Fwhat-is-compound-interest",[74,52076],"NHrHF_bXE1XV8y-BEXAzYIMS7H4j3me46tpzmjsEL4k",{"id":57335,"title":57336,"author":6,"body":57337,"category":62,"dataDate":6,"date":56437,"description":57428,"extension":65,"image":6,"meta":57429,"navigation":67,"path":57430,"publishedAt":57431,"seo":57432,"stem":57433,"tags":57434,"type":6,"updated":6,"__hash__":57435},"articles\u002Freading\u002Farticles\u002F2026-07-20-us-chips-bear-yen-cpi.md","米半導体株が弱気相場入り、ドル円162円台継続——24日の日本CPI発表が今週の焦点",{"type":8,"value":57338,"toc":57423},[57339,57342,57344,57354,57387,57400,57403,57405,57408,57419,57421],[11,57340,57341],{},"週明け7月20日（月）、日本株市場が開場する前に振り返っておきたいのが先週末・米国市場の動向です。7月18日（金）の取引では、半導体・AI関連株が集中的に売られ、フィラデルフィア半導体株指数（SOX）が約4.2%急落。ドル円は162円台で高止まりしており、家計・投資両面で注視が必要な状況が続いています。",[15,57343,17],{"id":17},[11,57345,57346,4697,57349,6545],{},[33,57347,57348],{},"7月18日（金）米国市場の終値",[22,57350,57353],{"href":57351,"rel":57352},"https:\u002F\u002Fnote.com\u002Fhirokimiyano\u002Fn\u002Fnf55501f7a511",[26],"宮野宏樹・米国市場レポート",[443,57355,57356,57361,57366,57372,57377],{},[446,57357,57358,57360],{},[33,57359,7115],{},"：7,455.40（前日比 −78pt、−1.04%）",[446,57362,57363,57365],{},[33,57364,50138],{},"：52,159（前日比 −392pt、−0.75%）",[446,57367,57368,57371],{},[33,57369,57370],{},"ナスダック100","：28,469（前日比 −557pt、−1.92%）",[446,57373,57374,57376],{},[33,57375,9677],{},"：4.554%（前日比 +5.0bp）",[446,57378,57379,57381,57382,1714],{},[33,57380,1707],{},"：162.42円（",[22,57383,57386],{"href":57384,"rel":57385},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F19\u002F060400",[26],"外為どっとコム、7\u002F19",[11,57388,57389,57390,57394,57395,42],{},"この日の下落を主導したのは「中国AIショック」です。中国の新興企業が高性能と主張するAIモデルを相次いで発表し、米国AI・半導体への設備投資需要が過熱しすぎているとの見方が意識されました（",[22,57391,57393],{"href":56123,"rel":57392},[26],"日経電子版","）。NVIDIA・AMD・Broadcomなど主要半導体銘柄への利益確定売りが広がり、SOXは直近高値から20%超の下落で弱気相場入りに近づいているとも報じられています（",[22,57396,57399],{"href":57397,"rel":57398},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fb07c1635dd9308dadaa5e8074e8dd1772ae8dbb8",[26],"Bloomberg\u002FYahoo!ニュース",[11,57401,57402],{},"セクターローテーションも明確で、エネルギー・金融・ディフェンシブ株への資金移動が観測されたことが、ダウの下落幅をナスダックより小さく抑えた一因となっています。",[15,57404,45],{"id":45},[11,57406,57407],{},"NISAの成長投資枠でS&P500や米国テック・AI系ETFを保有している場合、週明けの評価額を確認しておく機会かもしれません。ただし、1週間の値動きで積立方針を変える必要はなく、資産配分の状態を把握する程度にとどめるのが現実的です。",[11,57409,57410,57411,57414,57415,42],{},"家計目線では、ドル円162円台の継続が輸入食品・エネルギーのコスト押し上げを続けている点に注意が必要です。今週の最大の注目イベントは",[33,57412,57413],{},"7月24日（木）公表の日本6月全国CPI","。前月の東京CPIでは物価の上昇が続いており、6月全国CPIが強い結果となれば日銀の追加利上げ観測が早まる可能性があります。日銀は6月に政策金利を1.00%（約31年ぶりの高水準）に引き上げ済みで、変動型住宅ローン金利は8〜11月にかけてさらに0.25%程度の引き上げが見込まれている状況です（",[22,57416,57418],{"href":438,"rel":57417},[26],"モゲチェック・変動金利レポート",[15,57420,51],{"id":51},[11,57422,56330],{},{"title":56,"searchDepth":57,"depth":57,"links":57424},[57425,57426,57427],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月18日の米国市場は中国発のAIショックで半導体株が急落、SOXが弱気相場入り圏へ。米10年債利回りは4.554%に上昇し、ドル円は162円台継続。今週24日（木）公表の日本6月全国CPIが日銀の追加利上げ観測を左右しそうです。",{},"\u002Freading\u002Farticles\u002F2026-07-20-us-chips-bear-yen-cpi","2026-07-20T09:00:00+09:00",{"title":57336,"description":57428},"reading\u002Farticles\u002F2026-07-20-us-chips-bear-yen-cpi",[164,236],"ZIn4Le0B6TGA5QHzvtBvNDdgLPD2fJT1URROD1iStO4",{"id":57437,"title":57438,"author":6,"body":57439,"category":62,"dataDate":6,"date":57502,"description":57503,"extension":65,"image":6,"meta":57504,"navigation":67,"path":57505,"publishedAt":57506,"seo":57507,"stem":57508,"tags":57509,"type":6,"updated":6,"__hash__":57510},"articles\u002Freading\u002Farticles\u002F2026-07-19-yen-stays-weak-before-cpi.md","政策金利1%でも円安継続、来週の6月CPI発表が次の焦点",{"type":8,"value":57440,"toc":57497},[57441,57444,57446,57461,57464,57481,57487,57489,57492,57494],[11,57442,57443],{},"日銀が6月に利上げしても円安は止まらず、今週のドル円は161〜162円台で方向感の乏しい展開が続きました。来週は家計にも響く二つの重要指標が控えています。",[15,57445,17],{"id":17},[11,57447,57448,57449,57460],{},"日銀は6月15・16日の金融政策決定会合で政策金利を",[33,57450,57451,57452,57459],{},"0.25%引き上げ、1.00%",[33,57453,57454,57455,57458],{},"とする追加利上げを決定しました（",[22,57456,6017],{"href":6015,"rel":57457},[26],"）。それでも今週のドル円相場は","161円台後半〜162円台後半","で推移し、40年ぶり高値圏が続いています。",[11,57462,57463],{},"来週は円の動きを左右するイベントが二つあります。",[443,57465,57466,57472],{},[446,57467,57468,57471],{},[33,57469,57470],{},"7月22日（水）",": 6月の貿易統計発表。原油高が続く中、輸入額の拡大による貿易赤字の拡大が懸念されています。",[446,57473,57474,57477,57478,42],{},[33,57475,57476],{},"7月24日（金）",": 6月の全国消費者物価指数（CPI）発表。市場予想を上回れば日銀の追加利上げ観測が強まり円買い圧力に、下振れすれば円安再進行の可能性があります（",[22,57479,849],{"href":57384,"rel":57480},[26],[11,57482,57483,57484,42],{},"住宅ローンの変動金利も影響を受けています。6月の利上げを受け、ネット銀行の変動金利平均は年**1.177%**に上昇しており（前月比+0.066%）、8〜11月にかけてさらに0.25%程度の引き上げが各行で見込まれています（",[22,57485,1754],{"href":438,"rel":57486},[26],[15,57488,45],{"id":45},[11,57490,57491],{},"利上げをしても円安が止まらない状況は、輸入物価の高止まりを通じて食品・エネルギー代の家計負担が続くことを意味します。来週のCPI次第では日銀が12月よりも早い追加利上げに動く可能性もあり、変動ローンを抱える家庭には返済額の変化が現実味を帯びてきそうです。",[15,57493,51],{"id":51},[11,57495,57496],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":57498},[57499,57500,57501],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-19","日銀が6月に政策金利を1%へ引き上げたにもかかわらず、ドル円は162円台付近で高止まり。来週7月24日の6月CPI発表が次の利上げ観測と為替の方向性を左右します。",{},"\u002Freading\u002Farticles\u002F2026-07-19-yen-stays-weak-before-cpi","2026-07-19T20:00:00+09:00",{"title":57438,"description":57503},"reading\u002Farticles\u002F2026-07-19-yen-stays-weak-before-cpi",[236,73],"EK7Km4eJqpW3wFhLlLsfQueQgCCPXuIKlVescSSFcBI",{"id":57512,"title":57513,"author":6,"body":57514,"category":73,"dataDate":6,"date":57502,"description":58115,"extension":65,"image":6,"meta":58116,"navigation":67,"path":58117,"publishedAt":58118,"seo":58119,"stem":58120,"tags":58121,"type":6,"updated":6,"__hash__":58122},"articles\u002Freading\u002Farticles\u002F2026-07-19-weekly-earnings.md","今週の注目決算まとめ（2026\u002F7\u002F20週）",{"type":8,"value":57515,"toc":58108},[57516,57527,57531,57533,57615,57619,57623,57625,58081,58083,58093,58095,58104,58106],[11,57517,57518,57519,57522,57523,57526],{},"来週（2026年7月20日〜7月26日）は、",[33,57520,57521],{},"31社","が決算発表を予定しています。発表は",[33,57524,57525],{},"月曜7月20日（1日）に集中","しており、本決算6社を含む多彩な業種が並びます。ディスコ・東京製鐵・パソナグループといった知名度の高い企業も名を連ねています。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後にご確認ください。",[15,57528,57530],{"id":57529},"今週の注目決算720週予定","今週の注目決算（7\u002F20週・予定）",[11,57532,13937],{},[13939,57534,57535],{},[2752,57536,57537,57547],{},[2755,57538,57539],{},[2758,57540,57541,57543,57545],{},[2761,57542,13949],{},[2761,57544,13952],{},[2761,57546,13955],{},[2768,57548,57549,57559,57569,57578,57587,57596,57605],{},[2758,57550,57551,57554,57556],{},[2773,57552,57553],{},"東京製鐵（5423）",[2773,57555,13976],{},[2773,57557,57558],{},"7\u002F20(月) 14:00",[2758,57560,57561,57564,57566],{},[2773,57562,57563],{},"パソナグループ（2168）",[2773,57565,14167],{},[2773,57567,57568],{},"7\u002F20(月) 15:30",[2758,57570,57571,57574,57576],{},[2773,57572,57573],{},"ベースフード（2936）",[2773,57575,13976],{},[2773,57577,57568],{},[2758,57579,57580,57583,57585],{},[2773,57581,57582],{},"日置電機（6866）",[2773,57584,13965],{},[2773,57586,57568],{},[2758,57588,57589,57592,57594],{},[2773,57590,57591],{},"アルインコ（5933）",[2773,57593,13976],{},[2773,57595,57568],{},[2758,57597,57598,57601,57603],{},[2773,57599,57600],{},"グッドパッチ（7351）",[2773,57602,14110],{},[2773,57604,57568],{},[2758,57606,57607,57610,57612],{},[2773,57608,57609],{},"ディスコ（6146）",[2773,57611,13976],{},[2773,57613,57614],{},"7\u002F20(月) 16:00",[11,57616,57617,14034],{},[33,57618,14033],{},[15,57620,57622],{"id":57621},"発表予定の全リスト720726","発表予定の全リスト（7\u002F20〜7\u002F26）",[11,57624,14041],{},[13939,57626,57627],{},[2752,57628,57629,57643],{},[2755,57630,57631],{},[2758,57632,57633,57635,57637,57639,57641],{},[2761,57634,14052],{},[2761,57636,14055],{},[2761,57638,14058],{},[2761,57640,14061],{},[2761,57642,13952],{},[2768,57644,57645,57660,57674,57688,57702,57717,57731,57745,57759,57773,57787,57801,57815,57829,57843,57857,57871,57885,57899,57913,57927,57941,57955,57969,57983,57997,58011,58025,58039,58053,58067],{},[2758,57646,57647,57650,57652,57655,57658],{},[2773,57648,57649],{},"7\u002F20(月)",[2773,57651,14288],{},[2773,57653,57654],{},"1430",[2773,57656,57657],{},"ファーストコーポレーション",[2773,57659,14167],{},[2758,57661,57662,57664,57666,57669,57672],{},[2773,57663,57649],{},[2773,57665,14387],{},[2773,57667,57668],{},"7370",[2773,57670,57671],{},"ENJIN",[2773,57673,14167],{},[2758,57675,57676,57678,57680,57683,57686],{},[2773,57677,57649],{},[2773,57679,14402],{},[2773,57681,57682],{},"5026",[2773,57684,57685],{},"トリプルアイズ",[2773,57687,14110],{},[2758,57689,57690,57692,57694,57697,57700],{},[2773,57691,57649],{},[2773,57693,14544],{},[2773,57695,57696],{},"5423",[2773,57698,57699],{},"東京製鐵",[2773,57701,13976],{},[2758,57703,57704,57706,57709,57712,57715],{},[2773,57705,57649],{},[2773,57707,57708],{},"14:45",[2773,57710,57711],{},"4834",[2773,57713,57714],{},"キャリアバンク",[2773,57716,14167],{},[2758,57718,57719,57721,57723,57726,57729],{},[2773,57720,57649],{},[2773,57722,14729],{},[2773,57724,57725],{},"4490",[2773,57727,57728],{},"ビザスク",[2773,57730,13976],{},[2758,57732,57733,57735,57737,57740,57743],{},[2773,57734,57649],{},[2773,57736,15053],{},[2773,57738,57739],{},"353A",[2773,57741,57742],{},"エレベーターコミュニケーションズ",[2773,57744,14167],{},[2758,57746,57747,57749,57751,57754,57757],{},[2773,57748,57649],{},[2773,57750,15053],{},[2773,57752,57753],{},"2168",[2773,57755,57756],{},"パソナグループ",[2773,57758,14167],{},[2758,57760,57761,57763,57765,57768,57771],{},[2773,57762,57649],{},[2773,57764,15053],{},[2773,57766,57767],{},"2411",[2773,57769,57770],{},"ゲンダイエージェンシー",[2773,57772,13976],{},[2758,57774,57775,57777,57779,57782,57785],{},[2773,57776,57649],{},[2773,57778,15053],{},[2773,57780,57781],{},"2936",[2773,57783,57784],{},"ベースフード",[2773,57786,13976],{},[2758,57788,57789,57791,57793,57796,57799],{},[2773,57790,57649],{},[2773,57792,15053],{},[2773,57794,57795],{},"3030",[2773,57797,57798],{},"ハブ",[2773,57800,13976],{},[2758,57802,57803,57805,57807,57810,57813],{},[2773,57804,57649],{},[2773,57806,15053],{},[2773,57808,57809],{},"3045",[2773,57811,57812],{},"カワサキ",[2773,57814,14110],{},[2758,57816,57817,57819,57821,57824,57827],{},[2773,57818,57649],{},[2773,57820,15053],{},[2773,57822,57823],{},"3260",[2773,57825,57826],{},"エスポア",[2773,57828,13976],{},[2758,57830,57831,57833,57835,57838,57841],{},[2773,57832,57649],{},[2773,57834,15053],{},[2773,57836,57837],{},"3440",[2773,57839,57840],{},"日創グループ",[2773,57842,14110],{},[2758,57844,57845,57847,57849,57852,57855],{},[2773,57846,57649],{},[2773,57848,15053],{},[2773,57850,57851],{},"3977",[2773,57853,57854],{},"フュージョン",[2773,57856,13976],{},[2758,57858,57859,57861,57863,57866,57869],{},[2773,57860,57649],{},[2773,57862,15053],{},[2773,57864,57865],{},"4198",[2773,57867,57868],{},"テンダ",[2773,57870,14167],{},[2758,57872,57873,57875,57877,57880,57883],{},[2773,57874,57649],{},[2773,57876,15053],{},[2773,57878,57879],{},"4250",[2773,57881,57882],{},"フロンティア",[2773,57884,13965],{},[2758,57886,57887,57889,57891,57894,57897],{},[2773,57888,57649],{},[2773,57890,15053],{},[2773,57892,57893],{},"4317",[2773,57895,57896],{},"レイ",[2773,57898,13976],{},[2758,57900,57901,57903,57905,57908,57911],{},[2773,57902,57649],{},[2773,57904,15053],{},[2773,57906,57907],{},"4929",[2773,57909,57910],{},"アジュバンホールディングス",[2773,57912,13976],{},[2758,57914,57915,57917,57919,57922,57925],{},[2773,57916,57649],{},[2773,57918,15053],{},[2773,57920,57921],{},"5025",[2773,57923,57924],{},"マーキュリー",[2773,57926,13976],{},[2758,57928,57929,57931,57933,57936,57939],{},[2773,57930,57649],{},[2773,57932,15053],{},[2773,57934,57935],{},"5933",[2773,57937,57938],{},"アルインコ",[2773,57940,13976],{},[2758,57942,57943,57945,57947,57950,57953],{},[2773,57944,57649],{},[2773,57946,15053],{},[2773,57948,57949],{},"6866",[2773,57951,57952],{},"日置電機",[2773,57954,13965],{},[2758,57956,57957,57959,57961,57964,57967],{},[2773,57958,57649],{},[2773,57960,15053],{},[2773,57962,57963],{},"7351",[2773,57965,57966],{},"グッドパッチ",[2773,57968,14110],{},[2758,57970,57971,57973,57975,57978,57981],{},[2773,57972,57649],{},[2773,57974,15053],{},[2773,57976,57977],{},"7894",[2773,57979,57980],{},"丸東産業",[2773,57982,13976],{},[2758,57984,57985,57987,57989,57992,57995],{},[2773,57986,57649],{},[2773,57988,15053],{},[2773,57990,57991],{},"9388",[2773,57993,57994],{},"パパネッツ",[2773,57996,13976],{},[2758,57998,57999,58001,58003,58006,58009],{},[2773,58000,57649],{},[2773,58002,16780],{},[2773,58004,58005],{},"5990",[2773,58007,58008],{},"スーパーツール",[2773,58010,13976],{},[2758,58012,58013,58015,58017,58020,58023],{},[2773,58014,57649],{},[2773,58016,16780],{},[2773,58018,58019],{},"7463",[2773,58021,58022],{},"アドバングループ",[2773,58024,13976],{},[2758,58026,58027,58029,58031,58034,58037],{},[2773,58028,57649],{},[2773,58030,16922],{},[2773,58032,58033],{},"4413",[2773,58035,58036],{},"ボードルア",[2773,58038,13976],{},[2758,58040,58041,58043,58045,58048,58051],{},[2773,58042,57649],{},[2773,58044,16922],{},[2773,58046,58047],{},"6025",[2773,58049,58050],{},"日本PCサービス",[2773,58052,14110],{},[2758,58054,58055,58057,58059,58062,58065],{},[2773,58056,57649],{},[2773,58058,16922],{},[2773,58060,58061],{},"6146",[2773,58063,58064],{},"ディスコ",[2773,58066,13976],{},[2758,58068,58069,58071,58073,58076,58079],{},[2773,58070,57649],{},[2773,58072,16922],{},[2773,58074,58075],{},"7515",[2773,58077,58078],{},"マルヨシセンター",[2773,58080,13976],{},[15,58082,28547],{"id":28547},[443,58084,58085,58087],{},[446,58086,28552],{},[446,58088,28555,58089,28560,58091,28564],{},[22,58090,28559],{"href":28558},[33,58092,28563],{},[15,58094,28567],{"id":28567},[443,58096,58097,58100],{},[446,58098,58099],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年7月19日時点）。",[446,58101,28575,58102,28579],{},[33,58103,28578],{},[15,58105,51],{"id":51},[11,58107,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":58109},[58110,58111,58112,58113,58114],{"id":57529,"depth":57,"text":57530},{"id":57621,"depth":57,"text":57622},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"7月20日〜26日に決算発表を予定する31社を発表日・時刻・会計期つきで一覧化します。今週は月曜7月20日の1日に全社が集中。ディスコ・東京製鐵・パソナグループなど幅広い業種の企業が発表を予定します。",{},"\u002Freading\u002Farticles\u002F2026-07-19-weekly-earnings","2026-07-19T19:00:00+09:00",{"title":57513,"description":58115},"reading\u002Farticles\u002F2026-07-19-weekly-earnings",[28599,28600],"lLGUIh5OwvdOV1wpV8lJWpTj3nJb2cirP45iFP27q20",{"id":58124,"title":58125,"author":6,"body":58126,"category":62,"dataDate":6,"date":57502,"description":58188,"extension":65,"image":6,"meta":58189,"navigation":67,"path":58190,"publishedAt":58191,"seo":58192,"stem":58193,"tags":58194,"type":6,"updated":6,"__hash__":58195},"articles\u002Freading\u002Farticles\u002F2026-07-19-deposit-rate-megabank-04pct-aug.md","メガバンク3行、8月3日から普通預金を0.4%へ──日銀利上げで「預け先の差」が広がる",{"type":8,"value":58127,"toc":58183},[58128,58131,58133,58138,58147,58152,58161,58166,58173,58175,58178,58180],[11,58129,58130],{},"日本銀行が6月16日に政策金利を1.00%へ引き上げたことを受け、銀行の普通預金金利にも変化が広がっている。住宅ローンの変動金利が上昇する一方で、預金側は「受け取る金利が増える」恩恵を受けるが、その恩恵の大きさは預け先の銀行によって大きく異なってきた。",[15,58132,17],{"id":17},[11,58134,58135],{},[33,58136,58137],{},"メガバンク3行（8月3日より）",[11,58139,58140,58141,58146],{},"みずほ銀行・三菱UFJ銀行・三井住友銀行の3行は、6月の日銀利上げを受けて足並みを揃え、2026年8月3日（月）から普通預金金利を現行の年0.300%から年0.400%に引き上げると発表した（",[22,58142,58145],{"href":58143,"rel":58144},"https:\u002F\u002Fwww.businessinsider.jp\u002Farticle\u002F2606-what-was-the-bank-deposit-interest-rate\u002F",[26],"Business Insider Japan、2026年6月","）。100万円を1年間預けた場合の税引前利息は約4,000円（税引後で約3,189円）になる計算だ。",[11,58148,58149],{},[33,58150,58151],{},"あおぞら銀行BANK（7月1日より実施済み）",[11,58153,58154,58155,58160],{},"一方、あおぞら銀行のBANK支店はすでに7月1日から普通預金金利を残高100万円以下の部分に対し年1.00%へ引き上げている（",[22,58156,58159],{"href":58157,"rel":58158},"https:\u002F\u002Fwww.aozorabank.co.jp\u002Fbank\u002Fkinri\u002Findex.html",[26],"あおぞら銀行公式、2026年7月","）。100万円を超えた部分には年0.65%が適用される。100万円を1年間預けた場合の税引前利息は約10,000円となり、メガバンクとは2.5倍の差がある。",[11,58162,58163],{},[33,58164,58165],{},"背景：日銀の政策金利1.00%（31年ぶりの水準）",[11,58167,58168,58169,58172],{},"日銀は2026年6月16日の金融政策決定会合で、政策金利を0.75%から1.00%へ0.25ポイント引き上げた。1995年以来およそ31年ぶりの水準となる（",[22,58170,50231],{"href":6015,"rel":58171},[26],"）。市場では次の利上げ（1.25%へ）は12月が最有力とされており、預金金利のさらなる上昇余地も残っている。",[15,58174,45],{"id":45},[11,58176,58177],{},"ゼロ金利・マイナス金利の時代は、銀行をどこにしても預金利息はほぼ変わらなかった。しかし政策金利が1%台に入った今は、メガバンクとネット銀行の間で年0.6ポイント超の差が生じている。100万円規模ならその差は年6,000円超になる。3連休の今週末は、使っている口座の金利を確認してみる機会にもなるかもしれない。変動住宅ローンを抱えている世帯にとっては金利上昇はコスト増だが、預金側は逆に恩恵を受ける局面でもある。",[15,58179,51],{"id":51},[11,58181,58182],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の金融商品を推奨するものではなく、将来の金利動向を保証しません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58184},[58185,58186,58187],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"みずほ・三菱UFJ・三井住友が8月3日から普通預金を0.3%→0.4%に引き上げ。一方、あおぞら銀行BANKはすでに7月1日から100万円以下に1.00%を適用中。日銀が6月に政策金利を1.0%（31年ぶり）に引き上げた余波が、預ける側の家計にも届き始めている。",{},"\u002Freading\u002Farticles\u002F2026-07-19-deposit-rate-megabank-04pct-aug","2026-07-19T13:00:00+09:00",{"title":58125,"description":58188},"reading\u002Farticles\u002F2026-07-19-deposit-rate-megabank-04pct-aug",[236],"EAXKpxvcvfITz76kjynlj52JPQiBRXojg5dJ46d1_Ng",{"id":58197,"title":58198,"author":6,"body":58199,"category":62,"dataDate":6,"date":57502,"description":58244,"extension":65,"image":6,"meta":58245,"navigation":67,"path":58246,"publishedAt":58247,"seo":58248,"stem":58249,"tags":58250,"type":6,"updated":6,"__hash__":58251},"articles\u002Freading\u002Farticles\u002F2026-07-19-us-stocks-oil-surge.md","原油4%急騰・NYダウ続落—ドル円162円台が重なる朝",{"type":8,"value":58200,"toc":58239},[58201,58204,58206,58220,58223,58225,58234,58236],[11,58202,58203],{},"7月18日（現地時間）の米国株式市場は続落した。NYダウは406.55ドル安（−0.77%）の52,146.42ドルで引け、ナスダックも361.70ポイント安（−1.40%）の25,520.25で終了した。",[15,58205,17],{"id":17},[11,58207,58208,58209,58214,58215,42],{},"下落の主因は2つある。まず中東情勢の悪化だ。米国とイランの軍事衝突が再び激化するとの懸念から、WTI原油先物が前日比3.54ドル（+4.48%）高の1バレル82.49ドルと約1カ月ぶりの高値まで急騰した（",[22,58210,58213],{"href":58211,"rel":58212},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260718\u002F861819.html",[26],"財経新聞・フィスコ、2026年7月18日","）。次に、ネットフリックスが決算発表後に成長減速への警戒から7%超急落し、コミュニケーションセクター全体を押し下げた。半導体株も高値圏での警戒売りに押され、エネルギーを除く10セクターが下落した（",[22,58216,58219],{"href":58217,"rel":58218},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1607416",[26],"Investing.com、2026年7月18日",[11,58221,58222],{},"為替市場ではドル円が162.39円で推移しており、円安水準が続いている（同上）。",[15,58224,45],{"id":45},[11,58226,58227,58228,58233],{},"原油の急騰と円安が同時に進むと、輸入コストは両面から押し上げられる。日本は原油輸入の大部分を中東に頼っており（",[22,58229,58232],{"href":58230,"rel":58231},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_14_wtioil\u002F",[26],"OANDA、2026年7月14日","）、地政学的な緊張が長引けばガソリン代や電気代、輸入食品への波及が続きやすい。国内のエネルギー関連銘柄にとってはプラス材料になりうる一方、家計の実質購買力への圧迫が続きやすい局面といえる。",[15,58235,51],{"id":51},[11,58237,58238],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の相場動向や価格を保証しません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58240},[58241,58242,58243],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米イランの衝突激化でWTI原油が1日で4.48%急騰。NYダウは406ドル安、ドル円は162円台で推移。原油高と円安が重なり輸入コストへの影響が注目される。",{},"\u002Freading\u002Farticles\u002F2026-07-19-us-stocks-oil-surge","2026-07-19T09:00:00+09:00",{"title":58198,"description":58244},"reading\u002Farticles\u002F2026-07-19-us-stocks-oil-surge",[164,629],"ydqFMxiWQ1FvHeQ8xMTgLrYnf_13zcwSwm5Mq_dZbQo",{"id":58253,"title":58254,"author":6,"body":58255,"category":62,"dataDate":6,"date":58337,"description":58338,"extension":65,"image":6,"meta":58339,"navigation":67,"path":58340,"publishedAt":58341,"seo":58342,"stem":58343,"tags":58344,"type":6,"updated":6,"__hash__":58345},"articles\u002Freading\u002Farticles\u002F2026-07-18-weekly-events-cpi-fomc-boj.md","3連休明けに重大イベント3連発——全国CPI・FOMC・日銀会合で来週の相場と金利が動く",{"type":8,"value":58256,"toc":58332},[58257,58266,58268,58273,58292,58297,58306,58311,58322,58324,58327,58329],[11,58258,58259,58260,58265],{},"7月18日（土）から3連休に入る今週末。東京市場は今週、AI・半導体株の調整を主因に日経平均が",[22,58261,58264],{"href":58262,"rel":58263},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL175HO0X10C26A7000000\u002F",[26],"週間下げ幅として過去最大の4,416円安","（7月17日終値 64,141円）を記録した。ドル円は162円台の円安水準が続き、家計を取り巻く環境は厳しいままだ。3連休明けの来週は、相場と家計の両方に直結する重大イベントが3連続で控えている。",[15,58267,17],{"id":17},[11,58269,58270],{},[33,58271,58272],{},"7月24日（木）——全国CPI（6月）発表",[11,58274,58275,58279,58280,58285,58286,58291],{},[22,58276,10955],{"href":58277,"rel":58278},"https:\u002F\u002Fwww.stat.go.jp\u002Fdata\u002Fcpi\u002Findex.html",[26],"が6月分の全国消費者物価指数（CPI）を発表する予定だ。先行指標となる東京都区部の6月CPI（生鮮食品を除くコア）は前年比＋1.6%で、5月の＋1.3%から伸びが加速した（",[22,58281,58284],{"href":58282,"rel":58283},"https:\u002F\u002Fwww.stat.go.jp\u002Fdata\u002Fcpi\u002Fsokuhou\u002Ftsuki\u002Fpdf\u002Fkubu.pdf",[26],"統計局","）。市場では全国の6月コアCPIも前年比＋1.5%前後への小幅上昇が見込まれている（",[22,58287,58290],{"href":58288,"rel":58289},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F373590",[26],"みんかぶFX、2026\u002F7\u002F18","）。7月に入り飲食料品2,566品目の値上げが実施された影響は7月分CPIに反映されるため、6月数値がそれほど高くなかった場合でも「7月以降にまだ上がる」という読み方が残る点に注意が必要だ。",[11,58293,58294],{},[33,58295,58296],{},"7月28〜29日（火〜水）——FOMC（米連邦公開市場委員会）",[11,58298,58299,58300,58305],{},"米連邦準備制度理事会（FRB）は現地時間7月29日（水）に政策金利を発表する（",[22,58301,58304],{"href":58302,"rel":58303},"https:\u002F\u002Fwww.federalreserve.gov\u002Fmonetarypolicy\u002Ffomccalendars.htm",[26],"Federal Reserve","）。今回の会合では経済見通し（ドットプロット）の公表は予定されておらず、利下げ時期の手がかりはパウエル議長の記者会見コメントに絞られる。直近の米CPIが鈍化傾向にあることから、利下げ開始を9月に前倒しするシナリオを市場が意識し始めており、ドル円の方向感にも影響しやすい局面だ。",[11,58307,58308],{},[33,58309,58310],{},"7月30〜31日（木〜金）——日銀金融政策決定会合",[11,58312,58313,58314,58317,58318,58321],{},"日本銀行は6月16日の会合で政策金利を0.75%から1.0%に引き上げたばかりだ（",[22,58315,8700],{"href":8698,"rel":58316},[26],"）。次回となる7月30〜31日の会合では追加利上げの可能性は低く、現状維持が大方の予想だが、発表後の植田総裁の記者会見が「次の利上げをいつするか」を占う材料として注目される。市場の利上げ期待は9月末までが20%程度、年末までには95%以上に達しており（",[22,58319,332],{"href":58288,"rel":58320},[26],"）、変動金利型住宅ローンを組んでいる場合は10月以降の金利改定への影響がある。",[15,58323,45],{"id":45},[11,58325,58326],{},"来週は「物価がいまどこにいるか（CPI）→ 米国がいつ利下げするか（FOMC）→ 日銀が次に動くのはいつか（BOJ会合）」という3段階の情報が短期間に出揃う。円安基調が続くなかで日米の金利差縮小シナリオが浮上すれば円高方向に振れる可能性もあり、輸入物価や株価との連動に目を向ける週になりそうだ。NISAで積み立て中の場合、相場の揺れに対して一時的な評価額の変動はあっても積み立ての中断・変更は慎重に判断したい局面だ。",[15,58328,51],{"id":51},[11,58330,58331],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の金利・物価・株価の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58333},[58334,58335,58336],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-18","7月24日の全国CPI（6月）・7月28〜29日のFOMC・7月30〜31日の日銀会合が相次ぐ。AI株安と円安162円台が続くなか、インフレ指標と中央銀行の動向が来週の相場と住宅ローン金利見通しに直結する。",{},"\u002Freading\u002Farticles\u002F2026-07-18-weekly-events-cpi-fomc-boj","2026-07-18T20:00:00+09:00",{"title":58254,"description":58338},"reading\u002Farticles\u002F2026-07-18-weekly-events-cpi-fomc-boj",[73,236],"IOAgEBhFRRgnrTMGcE2AhWrsruaLTSPpHDb9HWwTP2c",{"id":58347,"title":58348,"author":6,"body":58349,"category":62,"dataDate":6,"date":58337,"description":58404,"extension":65,"image":6,"meta":58405,"navigation":67,"path":58406,"publishedAt":58407,"seo":58408,"stem":58409,"tags":58410,"type":6,"updated":6,"__hash__":58411},"articles\u002Freading\u002Farticles\u002F2026-07-18-july-price-hikes-household-impact.md","7月は食品2,566品目値上げ、39年半ぶり円安162円台が続く家計の今",{"type":8,"value":58350,"toc":58399},[58351,58354,58356,58364,58378,58389,58391,58394,58396],[11,58352,58353],{},"3連休の初日、東京市場は休場だが、家計に影響する動きは止まっていない。7月は飲食料品2,566品目が値上げとなり、1ドル＝162円台という39年半ぶりの円安水準が続くなか、秋以降には変動住宅ローン金利の上昇も見込まれる。",[15,58355,17],{"id":17},[11,58357,58358,58359,58363],{},"帝国データバンクが6月末に公表した食品主要195社の価格改定動向調査によると、",[22,58360,58362],{"href":53741,"rel":58361},[26],"2026年7月に値上がりする飲食料品は2,566品目","に上る。パン（978品目）と加工食品（934品目）で全体の約85%を占め、値上げの主な要因は原材料高（97.7%）と物流費（74.1%）の上昇だ。",[11,58365,58366,58367,58372,58373,58377],{},"こうした食料品コストの上昇を増幅させているのが円安だ。外国為替市場では6月30日に1ドル＝162円台と",[22,58368,58371],{"href":58369,"rel":58370},"https:\u002F\u002Fnews.livedoor.com\u002Ftopics\u002Fdetail\u002F31711995\u002F",[26],"39年半ぶりの円安水準","となり、7月17日引け時点も162.40円台で推移している（",[22,58374,332],{"href":58375,"rel":58376},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F373578",[26],"）。食料・エネルギーの輸入コストを下支えし続けており、店頭価格の高止まりが続いている。",[11,58379,58380,58381,58384,58385,58388],{},"住宅ローンでは、日銀が6月16日の政策決定会合で政策金利を1.0%に引き上げた（",[22,58382,8700],{"href":8698,"rel":58383},[26],"）。これを受けて変動金利型の住宅ローンは2026年10月に多くの銀行が0.25%程度引き上げる展開が最有力シナリオとされる（",[22,58386,1754],{"href":511,"rel":58387},[26],"）。次回の金融政策決定会合は7月30〜31日に予定されており、その結果が金利見通しに影響しうる。",[15,58390,45],{"id":45},[11,58392,58393],{},"食料品値上げと円安による輸入物価高は、インフレが家計にじわりと効き続けている状況を示している。変動金利で住宅ローンを組んでいる場合は、10月の金利改定タイミングを念頭に、返済余力を今から確認しておきたい局面といえる。積み立て投資をしている場合は、インフレ率を上回るリターンを維持できているかを折々に点検する視点が重要になる。",[15,58395,51],{"id":51},[11,58397,58398],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別商品・銘柄の売買を推奨するものではなく、将来の金利・物価動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58400},[58401,58402,58403],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月は帝国データバンク調査で飲食料品2,566品目が値上げ。39年半ぶりの円安水準が輸入コストを押し上げており、日銀の6月利上げを受けた変動住宅ローン金利の引き上げも秋以降に見込まれる。",{},"\u002Freading\u002Farticles\u002F2026-07-18-july-price-hikes-household-impact","2026-07-18T13:00:00+09:00",{"title":58348,"description":58404},"reading\u002Farticles\u002F2026-07-18-july-price-hikes-household-impact",[236,73],"Zki2IfspPjUArhmDJJZJlRKiz10XiDSeA6baBkuPQLY",{"id":58413,"title":58414,"author":6,"body":58415,"category":62,"dataDate":6,"date":58337,"description":58479,"extension":65,"image":6,"meta":58480,"navigation":67,"path":58481,"publishedAt":58482,"seo":58483,"stem":58484,"tags":58485,"type":6,"updated":6,"__hash__":58486},"articles\u002Freading\u002Farticles\u002F2026-07-18-us-ai-chip-selloff.md","中国AI「Kimi K3」公開で米半導体株急落——SOXが6月高値から20%超下落しベアマーケット入り",{"type":8,"value":58416,"toc":58474},[58417,58420,58422,58435,58447,58456,58465,58467,58470,58472],[11,58418,58419],{},"7月17日（米東部時間・金曜日）の米株式市場は、AI・半導体セクターへの売りが加速し主要3指数がそろって下落した。きっかけは中国のスタートアップ「Moonshot AI」が公開した大規模AIモデル「Kimi K3」だ。ドル円は162円台前半で引き続き推移しており、週明けの東京市場でも影響が出やすい状況が続いている。",[15,58421,17],{"id":17},[11,58423,58424,58425,58430,58431,42],{},"米フィラデルフィア半導体指数（SOX）は7月17日、6月につけた高値から20%以上下落し、",[22,58426,58429],{"href":58427,"rel":58428},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-07-17\u002Fchips-stocks-tumble-into-bear-market-as-105-ai-rally-fizzles",[26],"ベアマーケット（弱気相場）入りの定義を満たした","。6月22日以降、半導体セクター全体で失われた時価総額は3.3兆ドル規模に上るという（",[22,58432,688],{"href":58433,"rel":58434},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Farticle\u002Fthe-33-trillion-chip-sell-off-is-nearing-a-bear-market-chart-of-the-day-100000286.html",[26],[11,58436,58437,58442,58443,42],{},[22,58438,58441],{"href":58439,"rel":58440},"https:\u002F\u002Finvezz.com\u002Fnews\u002F2026\u002F07\u002F17\u002Fdow-sinks-480-points-as-ai-selloff-deepens-chip-stocks-extend-losses\u002F",[26],"ダウ平均は480ドル超下落し","、ナスダックとS&P 500も下落。主要3指数は週間ベースでもそろってマイナスとなった（",[22,58444,688],{"href":58445,"rel":58446},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Flive\u002Fstock-market-today-friday-july-17-dow-sp-500-nasdaq-semiconductors-sell-off-092345307.html",[26],[11,58448,58449,58450,58455],{},"売りの背景にあるのが、中国スタートアップMoonshot AIが公開した「Kimi K3」だ。開発者が自分でダウンロード・実行できるモデルとしては世界最大規模とされており、OpenAIやAnthropicの主力モデルを上回るとも報じられた（",[22,58451,58454],{"href":58452,"rel":58453},"https:\u002F\u002Fwww.benzinga.com\u002FOpinion\u002F26\u002F07\u002F60533334\u002Fchina-ai-breakthrough-triggers-semiconductor-selloff-what-it-means-for-investors",[26],"Benzinga","）。米国のAI向け半導体需要への楽観論が揺らいだことが、エヌビディアや同業各社の株価を直撃した形だ。",[11,58457,58458,58459,58464],{},"為替はドル高・円安基調が続き、ドル円は162円台前半で推移（",[22,58460,58463],{"href":58461,"rel":58462},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F18\u002F060400",[26],"外為どっとコム 2026\u002F7\u002F18","）。来週はFOMCと日銀の金融政策決定会合が相次いで控えており、結果次第では値幅が広がりやすいとの見方が出ている。",[15,58466,45],{"id":45},[11,58468,58469],{},"米AI・半導体株の調整は6月後半から続いており、東京エレクトロンやソフトバンクGなど日本のAI関連銘柄に週明けの東京市場で売り圧力が波及しやすい局面だ。NISAでAI・半導体テーマの投信やETFを保有している場合は、セクター集中度を改めて確認するきっかけとなりそうだ。",[15,58471,51],{"id":51},[11,58473,12740],{},{"title":56,"searchDepth":57,"depth":57,"links":58475},[58476,58477,58478],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"中国スタートアップMoonshot AIが大規模AIモデルを公開したことをきっかけに、7月17日の米半導体株は大幅安。フィラデルフィア半導体指数が弱気相場入り。ドル円は162円台で推移しており、週明けの東京市場でAI関連銘柄への影響が出やすい展開となりそうだ。",{},"\u002Freading\u002Farticles\u002F2026-07-18-us-ai-chip-selloff","2026-07-18T09:00:00+09:00",{"title":58414,"description":58479},"reading\u002Farticles\u002F2026-07-18-us-ai-chip-selloff",[164,73],"sCxRxYC1Sowa7cuShpgACTRzqjlGeqDyZ3N6bvHhEPc",{"id":58488,"title":58489,"author":6,"body":58490,"category":62,"dataDate":6,"date":58564,"description":58565,"extension":65,"image":6,"meta":58566,"navigation":67,"path":58567,"publishedAt":58568,"seo":58569,"stem":58570,"tags":58571,"type":6,"updated":6,"__hash__":58572},"articles\u002Freading\u002Farticles\u002F2026-07-17-nikkei-2694-drop-kioxia-ai-selloff.md","日経平均2694円安・終値6万4141円――AI成長期待が後退、キオクシア半値割れで歴代5位の暴落",{"type":8,"value":58491,"toc":58559},[58492,58504,58506,58514,58537,58550,58552,58555,58557],[11,58493,58494,58495,58498,58499,42],{},"7月17日の東京株式市場は、AI産業の成長期待後退を嫌気した売りが連鎖し、日経平均株価が大幅続落した。終値は前日比",[33,58496,58497],{},"2,694円安の6万4,141円","で、下げ幅は史上5番目の記録となった（",[22,58500,58503],{"href":58501,"rel":58502},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202607170998\u002F",[26],"株探 大引け速報",[15,58505,17],{"id":17},[11,58507,58508,58509,42],{},"直接の引き金は前日16日の米国市場でのメモリー株全面安だ。韓国・SKハイニックスが弱い業績見通しを示したことで、メモリー需要の先行き懸念が広がり、東京市場に波及した（",[22,58510,58513],{"href":58511,"rel":58512},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-17\u002FTIAK3DKJH6V700",[26],"Bloomberg 日本市況",[11,58515,58516,58517,58524,58525,58528,58529,374,58533,42],{},"最大の焦点となったのは",[33,58518,58519,58520,58523],{},"キオクシアHD（285A）",[33,58521,58522],{},"だ。ストップ安の前日比1万円安（▲16%）となる","5万2,110円","まで売られた。6月22日に記録した上場来高値10万8,700円からの下落率は約52%にのぼり、時価総額はピーク比で",[33,58526,58527],{},"約30兆円が消失","した計算になる（",[22,58530,58532],{"href":53169,"rel":58531},[26],"Bloomberg キオクシア時価総額",[22,58534,315],{"href":58535,"rel":58536},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL170O30X10C26A7000000\u002F",[26],[11,58538,58539,58540,58543,58544,58549],{},"背景には複数の悪材料が重なっている。中国の新興メモリーメーカー・CXMTの大型IPO観測による",[33,58541,58542],{},"NAND供給過剰懸念","、SKハイニックスの上場後の利益確定売り、そして半導体から大手クラウド事業者（ハイパースケーラー）へ資金がシフトする動きだ（",[22,58545,58548],{"href":58546,"rel":58547},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB164SSTW6A710C2000000\u002F",[26],"日本経済新聞 解説","）。アドバンテスト・東京エレクトロン・ソフトバンクグループ・キオクシアの4銘柄だけで日経平均を約1,590円押し下げた。",[15,58551,45],{"id":45},[11,58553,58554],{},"今回の急落は「企業業績が悪化した」というより「AIが生み出す需要は無限ではない」という疑念が投資家の間で広がった局面だ。キオクシア自体の業績はAI需要を追い風に好調が続いているとされるため、短期の値動きと実態のズレを冷静に見極める必要がある。一方で、このような大幅調整がNISA口座の評価額を一時的に大きく下げることもあり、長期投資を続けている個人にとっては改めて保有方針を確認する機会にもなる。",[15,58556,51],{"id":51},[11,58558,4557],{},{"title":56,"searchDepth":57,"depth":57,"links":58560},[58561,58562,58563],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-17","AIバブル懸念と米メモリー株安が連鎖し、日経平均は前日比2694円安（歴代5位の下げ幅）で6万4141円引け。キオクシアHDはストップ安で上場来高値から半値割れとなり、時価総額約30兆円が消失した。",{},"\u002Freading\u002Farticles\u002F2026-07-17-nikkei-2694-drop-kioxia-ai-selloff","2026-07-17T20:00:00+09:00",{"title":58489,"description":58565},"reading\u002Farticles\u002F2026-07-17-nikkei-2694-drop-kioxia-ai-selloff",[73,164],"57fqVgblSjJOL0QEbUMrkKf29M0qNUuLG32kFXjAtr4",{"id":58574,"title":58575,"author":6,"body":58576,"category":62,"dataDate":6,"date":58564,"description":58659,"extension":65,"image":6,"meta":58660,"navigation":67,"path":58661,"publishedAt":58662,"seo":58663,"stem":58664,"tags":58665,"type":6,"updated":6,"__hash__":58666},"articles\u002Freading\u002Farticles\u002F2026-07-17-nikkei-semiconductor-selloff.md","日経平均 前場2,939円安――キオクシアがストップ安、米半導体株安が連鎖",{"type":8,"value":58577,"toc":58654},[58578,58581,58583,58615,58631,58644,58646,58649,58651],[11,58579,58580],{},"7月17日の東京前場、日経平均株価は2,939円06銭安の63,896円48銭で前引けし、下げ幅は一時2,900円を超えた。半導体・AI関連株を中心にほぼ全面安の展開で、銘柄選別の余地が小さい「セクター総崩れ」の一日となっている。",[15,58582,17],{"id":17},[11,58584,58585,58588,58590,58591,58594,58595,374,58600,58605,58606,58609,58610,42],{},[33,58586,58587],{},"キオクシア、ストップ安まで急落",[3866,58589],{},"\n下落の起点となったのはキオクシアホールディングスの急落だ。米テキサス州ウェーコ連邦地裁の陪審が米国時間16日、衛星通信会社ヴィアサット（Viasat）のフラッシュメモリー特許侵害を認定し、",[33,58592,58593],{},"2億2,900万ドル（約370億円）の賠償評決","を下したと報じられた（",[22,58596,58599],{"href":58597,"rel":58598},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002F29b2b63156d20c49dcf22799b445338ad70c3d5b",[26],"ロイター via Yahoo!ファイナンス",[22,58601,58604],{"href":58602,"rel":58603},"https:\u002F\u002Fwww.khitc.com\u002Fwp\u002Faf\u002Fkioxia20260717\u002F",[26],"khitc.com","）。この評決を受けて17日の東京市場でキオクシア株は制限値幅の下限（ストップ安）まで売り込まれ、6月に付けた上場来高値（11万2,700円）から",[33,58607,58608],{},"半値以下の水準","に下落した（",[22,58611,58614],{"href":58612,"rel":58613},"https:\u002F\u002Fwww.itmedia.co.jp\u002Fnews\u002Farticles\u002F2607\u002F17\u002Fnews068.html",[26],"ITmedia NEWS",[11,58616,58617,58620,58622,58623,58626,58627,42],{},[33,58618,58619],{},"米ハイテク株の利食い売りが重なる",[3866,58621],{},"\n前日の米国市場でも半導体をはじめとするハイテク株が利益確定売りに押されており、その流れが東京市場に波及。アドバンテストや東京エレクトロンといった半導体製造装置株も大幅安となり、主力4銘柄だけで日経平均を約1,590円押し下げたと伝えられている（",[22,58624,2246],{"href":58511,"rel":58625},[26],"）。日経平均は一時65,000円を割り込む場面もあった（",[22,58628,315],{"href":58629,"rel":58630},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL170N10X10C26A7000000\u002F",[26],[11,58632,58633,58636,58638,58639,58643],{},[33,58634,58635],{},"為替・債券市場",[3866,58637],{},"\nドル円は162円台前半と約39年半ぶりの円安水準で小動き。指標10年物国債利回りは2.725%付近（",[22,58640,983],{"href":58641,"rel":58642},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758295",[26],"）。株安にもかかわらず円買いには振れず、日米金利差を背景にした構造的な円安が続いている。",[15,58645,45],{"id":45},[11,58647,58648],{},"今回の下げはキオクシアへの特許訴訟リスクが引き金だが、その後の連鎖はAI・半導体相場全体の「高値警戒感」がベースにある。米国市場で積み上がっていた利食いの圧力が日本株にも飛び火した形で、個別のファンダメンタルズとは切り離された需給主導の売りが出やすい局面といえる。NISA口座など長期保有前提の投資家には直接の売買判断が必要な局面ではないが、保有する半導体関連ETFや個別株の値動きが大きくなりやすいタイミングであることは意識しておきたい。",[15,58650,51],{"id":51},[11,58652,58653],{},"本記事は公開情報をもとにした情報提供を目的としたものであり、特定の銘柄・商品の売買を推奨するものではありません。将来の株価・為替・金利水準を保証するものでもありません。投資の最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58655},[58656,58657,58658],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月17日前場、日経平均は2,939円安の63,896円で引け。米テキサス州での特許訴訟評決を受けたキオクシアのストップ安と、前日の米ハイテク株利食い売りが重なり、半導体・AI関連セクターが総崩れとなった。",{},"\u002Freading\u002Farticles\u002F2026-07-17-nikkei-semiconductor-selloff","2026-07-17T13:00:00+09:00",{"title":58575,"description":58659},"reading\u002Farticles\u002F2026-07-17-nikkei-semiconductor-selloff",[73,164],"RbJ3c8FIkFWojpsVGSUYhZY3hfq9X-HwaL5bQly9-vs",{"id":58668,"title":58669,"author":6,"body":58670,"category":57326,"dataDate":6,"date":58564,"description":58738,"extension":65,"image":6,"meta":58739,"navigation":67,"path":58740,"publishedAt":6,"seo":58741,"stem":58742,"tags":58743,"type":6,"updated":6,"__hash__":58745},"articles\u002Freading\u002Farticles\u002Fwhat-is-market-cap.md","時価総額とは？株式市場における企業の規模を表す基本指標をやさしく解説",{"type":8,"value":58671,"toc":58733},[58672,58675,58677,58683,58686,58691,58694,58697,58723,58728,58730],[11,58673,58674],{},"株式投資のニュースや証券会社の画面でよく目にする「時価総額」。企業の\"大きさ\"を一つの数字で表す基本指標です。",[15,58676,51516],{"id":51516},[11,58678,58679,58682],{},[33,58680,58681],{},"ひとことで言うと","：今の株価でその会社を丸ごと買うとしたら、いくら必要かを示す数字です。",[11,58684,58685],{},"計算式は次のとおりです。",[11,58687,58688],{},[51554,58689,58690],{},"時価総額 ＝ 株価 × 発行済株式数",[11,58692,58693],{},"たとえば株価が2,000円で発行済株式数が1億株なら、時価総額は2,000億円です。株価が上がれば時価総額も増え、株価が下がれば時価総額も減ります。",[15,58695,58696],{"id":58696},"初心者の見方",[443,58698,58699,58705,58711,58717],{},[446,58700,58701,58704],{},[33,58702,58703],{},"企業の\"規模感\"を比べる物差し","：売上高や利益額とは異なり、株式市場が今その企業に付けている値段全体を示します。「A社の時価総額はB社の3倍」のように、異なる業種でも規模を横比較しやすくなります。",[446,58706,58707,58710],{},[33,58708,58709],{},"インデックスへの組み入れ基準","：TOPIXや日経平均、S&P500などの株価指数は時価総額を基準に採用銘柄を選びます。時価総額が大きいほど指数に占める比率（ウエイト）が高くなる傾向があります。",[446,58712,58713,58716],{},[33,58714,58715],{},"大型株・中型株・小型株の区分","：時価総額の大きさで銘柄を分類することが多く、大型株は流動性が高く機関投資家の売買対象になりやすい一方、小型株は値動きが大きくなりやすい特徴があります。",[446,58718,58719,58722],{},[33,58720,58721],{},"株価と混同しない","：株価の数字だけでは会社の大きさは分かりません。株価が100円でも発行済株式数が10億株あれば時価総額は1,000億円になります。規模の比較には株価ではなく時価総額を使います。",[11,58724,58725,58727],{},[22,58726,51723],{"href":51722}," で自分の資産配分を確認してみましょう。",[15,58729,51],{"id":51},[11,58731,58732],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。指標は判断材料の一つで、特定銘柄の売買や利益を保証・推奨するものではありません。基準値や計算方法は前提により異なる場合があります。具体的な数値・実績に触れる場合は出典（公式・一次情報）と取得日を明記します。",{"title":56,"searchDepth":57,"depth":57,"links":58734},[58735,58736,58737],{"id":51516,"depth":57,"text":51516},{"id":58696,"depth":57,"text":58696},{"id":51,"depth":57,"text":51},"時価総額は「株価 × 発行済株式数」で計算される企業全体の値段の目安です。インデックスへの組み入れ基準や企業規模の比較に使われる指標を、初心者向けにコンパクトに解説します。",{},"\u002Freading\u002Farticles\u002Fwhat-is-market-cap",{"title":58669,"description":58738},"reading\u002Farticles\u002Fwhat-is-market-cap",[58744],"glossary","TKnptHfPzY9MBlTjVNcQCCRFYaKKDHjlCndrjURsm_s",{"id":58747,"title":58748,"author":6,"body":58749,"category":62,"dataDate":6,"date":58564,"description":58801,"extension":65,"image":6,"meta":58802,"navigation":67,"path":58803,"publishedAt":58804,"seo":58805,"stem":58806,"tags":58807,"type":6,"updated":6,"__hash__":58808},"articles\u002Freading\u002Farticles\u002F2026-07-17-cpi-ppi-cooling-fomc-yen-162.md","CPI・PPIともにインフレ鈍化を確認――米国株は小幅高も円安162円と原油高が家計を圧迫",{"type":8,"value":58750,"toc":58796},[58751,58754,58756,58771,58778,58786,58788,58791,58793],[11,58752,58753],{},"前日（米国時間7月16日）の米国市場は、6月の生産者物価指数（PPI）が市場予想を下回ったことをきっかけに利上げ観測が後退し、主要株価指数が小幅上昇した。ただし円安は依然として162円台に高止まりし、原油高と合わさって輸入物価への圧力は続いている。",[15,58755,17],{"id":17},[11,58757,58758,58759,58764,58765,58770],{},"6月の米生産者物価指数（PPI）は市場予想を下回り、前日14日発表の消費者物価指数（CPI）に続いてインフレの鈍化を示す内容となった（",[22,58760,58763],{"href":58761,"rel":58762},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_16_us30\u002F",[26],"OANDA Japan 2026年7月16日の米国市場概況","）。これを受けて米連邦準備制度（FRB）が今月のFOMCで利上げに踏み切るとの先物市場の観測は急速に後退し、",[22,58766,58769],{"href":58767,"rel":58768},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-15\u002FTI6Q7AKK3NY800",[26],"7月の利上げ確率は20%未満","に低下したと報じられている。",[11,58772,58773,58774,58777],{},"米国債利回りは低下し、大型テック株を中心に買いが入った結果、NYダウは前日比+150.37ドル（+0.29%）の52,658.64ドルで引けた（",[22,58775,55469],{"href":58761,"rel":58776},[26],"）。一方、中東情勢の緊張（米軍の対イラン行動）を背景に原油先物が上昇しており、株価の上値を抑える格好となった。",[11,58779,58780,58781,42],{},"為替は7月16日の東京市場で1ドル＝162円台前半で推移し、終値付近でも162円近辺にとどまった（",[22,58782,58785],{"href":58783,"rel":58784},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F373361",[26],"みんかぶFX 2026年7月16日",[15,58787,45],{"id":45},[11,58789,58790],{},"CPI・PPIのダブルでインフレ鈍化が確認されたことは、NISAや積み立て投資で米国株ファンドを保有している人には追い風になりやすい。利上げ観測の後退が株式市場の支えとなる局面は続くかもしれない。ただし、円安162円台と原油高が重なると輸入物価の押し上げが続き、食品・エネルギー価格への転嫁が家計コストを高止まりさせるシナリオは払拭できない。次の注目点は7月28〜29日の次回FOMC会合で、そこで示されるインフレ見通しと金利パスが焦点になりそうだ。",[15,58792,51],{"id":51},[11,58794,58795],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":58797},[58798,58799,58800],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月のPPIが市場予想を下回り、前日のCPIに続きインフレ鈍化を確認。米株は小幅上昇したが、ドル円は162円台で高止まりし、原油高も重なって輸入物価の押し上げ圧力は続く。次回FOMCは7月28〜29日。",{},"\u002Freading\u002Farticles\u002F2026-07-17-cpi-ppi-cooling-fomc-yen-162","2026-07-17T09:00:00+09:00",{"title":58748,"description":58801},"reading\u002Farticles\u002F2026-07-17-cpi-ppi-cooling-fomc-yen-162",[164,236],"RqOkd-dXI_Lz7RAtGVdXB_lYKObmNAfxe2qDIDmJqFk",{"id":58810,"title":58811,"author":6,"body":58812,"category":62,"dataDate":6,"date":58877,"description":58878,"extension":65,"image":6,"meta":58879,"navigation":67,"path":58880,"publishedAt":58881,"seo":58882,"stem":58883,"tags":58884,"type":6,"updated":6,"__hash__":58885},"articles\u002Freading\u002Farticles\u002F2026-07-16-nikkei-semiconductor-selloff-china-memory-ipo.md","日経平均が約1,915円急落、中国メモリー企業のIPOが半導体株を直撃",{"type":8,"value":58813,"toc":58872},[58814,58817,58819,58822,58825,58828,58831,58862,58864,58867,58869],[11,58815,58816],{},"7月16日の東京株式市場は全面安となり、日経平均株価は前日比1,915円安（−2.79%）の66,835円54銭で引けた。下落幅は一時2,200円を超え、東証プライム銘柄の8割超が値下がりする広範な売りとなった。",[15,58818,17],{"id":17},[11,58820,58821],{},"きっかけは、中国の半導体メモリー企業が上海証券取引所へのIPO（新規株式公開）計画を発表したことだ。IPOで調達した資金でNAND\u002FDRAM生産能力を大幅に拡張するとの観測が広がり、「供給過剰になれば製品価格が下落する」という懸念が世界の半導体株に波及した。",[11,58823,58824],{},"東証プライムの下落率上位にはキオクシア（旧東芝メモリ）が入り、レーザーテック・東京エレクトロン・アドバンテストも大きく売られた。米国でも同じ材料でマイクロン・テクノロジーが下落している。",[11,58826,58827],{},"一方、前日の米国市場（7月15日）はダウ工業株30種が150ドル高（+0.29%）の52,658ドルと続伸しており、米国PPI（生産者物価）が前月比−0.3%とインフレ鈍化を示したことが好感されていた。今日の日本株の大幅安は中国半導体IPOというピンポイントの材料によるもので、米国全体の景況感悪化とは切り分けて見る必要がある。",[11,58829,58830],{},"ドル円は東京時間に162円台前半で推移し、米PPIの下振れを背景に前日比でやや円高寄りに動いた。日銀政策金利は6月会合で1.00%（1995年9月以来の水準）に引き上げられており、次の追加利上げは2026年末以降との見方が多い。",[443,58832,58833,58841,58848,58855],{},[446,58834,58835,58836],{},"参考：",[22,58837,58840],{"href":58838,"rel":58839},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL161IHTW6A710C2000000\u002F",[26],"日経平均終値1915円安 メモリー関連株総崩れ（日本経済新聞）",[446,58842,58835,58843],{},[22,58844,58847],{"href":58845,"rel":58846},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F80182",[26],"東証プライム下落率1位はキオクシア（ゴールドオンライン）",[446,58849,58835,58850],{},[22,58851,58854],{"href":58852,"rel":58853},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_16_usdjpy\u002F",[26],"ドル円162円台・米PPI下振れ（OANDA）",[446,58856,58835,58857],{},[22,58858,58861],{"href":58859,"rel":58860},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL160180W6A710C2000000\u002F",[26],"NYダウ続伸150ドル高（日本経済新聞）",[15,58863,45],{"id":45},[11,58865,58866],{},"半導体セクターへの集中投資やキオクシア・東京エレクトロンを多く保有している場合は、中国の生産拡大競争がメモリー価格や関連企業の収益にどう影響するか引き続き注目したい。NISAで日本株の成長投資枠に半導体関連ETFを組み入れている場合も同様で、単日の急落に動じるより中期の需給トレンドを確認する材料として捉えるのが一つの見方だ。",[15,58868,51],{"id":51},[11,58870,58871],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・業績を保証しません。最終的な投資判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":58873},[58874,58875,58876],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-16","7月16日の日経平均は66,835円と前日比1,915円安（−2.79%）で大引け。中国メモリー大手のIPO計画が生産過剰への懸念を呼び、キオクシア・東京エレクトロンなど半導体関連株が総崩れした。",{},"\u002Freading\u002Farticles\u002F2026-07-16-nikkei-semiconductor-selloff-china-memory-ipo","2026-07-16T20:00:00+09:00",{"title":58811,"description":58878},"reading\u002Farticles\u002F2026-07-16-nikkei-semiconductor-selloff-china-memory-ipo",[73,164],"ivO79pyfGx3rvXMK3SdpNcDbWh4Evfm9urYLvztB6P0",{"id":58887,"title":58888,"author":6,"body":58889,"category":62,"dataDate":6,"date":58877,"description":58940,"extension":65,"image":6,"meta":58941,"navigation":67,"path":58942,"publishedAt":58943,"seo":58944,"stem":58945,"tags":58946,"type":6,"updated":6,"__hash__":58947},"articles\u002Freading\u002Farticles\u002F2026-07-16-nikkei-ai-semiconductor-cxmt-selloff.md","日経平均が前場で1954円安——中国半導体IPOがAI相場に冷水、東エレク・アドバンテストも急落",{"type":8,"value":58890,"toc":58935},[58891,58894,58896,58901,58915,58926,58928,58931,58933],[11,58892,58893],{},"7月16日（木）前場、東京株式市場は前日の上昇から一転して急落し、日経平均株価の午前終値は前日比1954円72銭安の66,796円79銭となった。下げ幅は一時2200円超に達し、AI・半導体関連銘柄を中心に幅広く売りが広がった。",[15,58895,17],{"id":17},[11,58897,58898],{},[33,58899,58900],{},"東京市場の前場終値：66,796円79銭（前日比-1954円72銭、-2.84%）",[11,58902,58903,58904,374,58909,58914],{},"直接のきっかけは、7月15日（現地時間）の米国市場での半導体株急落だ。中国の半導体メモリ大手・長鑫存储（CXMT）が上海証券取引所で約85億ドル（約1.4兆円）規模の新規株式公開（IPO）を計画しており、調達資金で生産能力を大幅増強する方針が報じられた。DRAM・フラッシュメモリを主力とするマイクロン・テクノロジー（MU）は前日比約8%急落し、インテル・AMDなどにも売りが波及した（",[22,58905,58908],{"href":58906,"rel":58907},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F6dbe1765-4705-46b1-bb40-771f38cccc66",[26],"BigGo ファイナンス",[22,58910,58913],{"href":58911,"rel":58912},"https:\u002F\u002F247wallst.com\u002Finvesting\u002F2026\u002F07\u002F15\u002Fmicron-drops-8-on-china-competition-fears-dragging-intel-amd-and-marvell\u002F",[26],"247 Wall St.","）。フィラデルフィア半導体株指数（SOX）は6月22日の最高値からの下落幅が16%に達した。",[11,58916,58917,58918,374,58922,42],{},"東京市場では韓国・KOSPI（総合株価指数）が7%超安と急落した影響も重なり、売りが加速した。アドバンテスト、東京エレクトロン、ソフトバンクグループ、キオクシアの4銘柄だけで日経平均を約1500円押し下げたほか、イビデン、フジクラ、TDK、ディスコ、SMCなども大幅安となった（",[22,58919,315],{"href":58920,"rel":58921},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL160JA0W6A710C2000000\u002F",[26],[22,58923,983],{"href":58924,"rel":58925},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758228",[26],[15,58927,45],{"id":45},[11,58929,58930],{},"中国勢による半導体メモリの供給拡大懸念はこれまでも意識されてきたが、CXMTのIPO規模の大きさが「本格的な量的競争が迫っている」との警戒感を強めた形だ。東京市場でAI・半導体テーマへの資金が集中していた分、巻き戻しも鋭い。NISAで半導体・AI関連の国内株やテーマ型ファンドを保有している場合は、今回の急落が一時的な調整なのか、相場テーマの転換点になりうるのかを見極めるうえで、後場や週後半の動きを落ち着いて確認したい局面と言える。",[15,58932,51],{"id":51},[11,58934,55480],{},{"title":56,"searchDepth":57,"depth":57,"links":58936},[58937,58938,58939],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月16日前場、日経平均は一時2200円超安と急落し午前終値は66,796円（前日比-1954円）。中国メモリ大手CXMTの上海IPO計画でマイクロンが前日約8%安となり、東京市場の半導体関連に連鎖売りが波及した。",{},"\u002Freading\u002Farticles\u002F2026-07-16-nikkei-ai-semiconductor-cxmt-selloff","2026-07-16T13:00:00+09:00",{"title":58888,"description":58940},"reading\u002Farticles\u002F2026-07-16-nikkei-ai-semiconductor-cxmt-selloff",[73,164],"1qbSNWx6MOXDwL9gjkIdK4OhTUmlM3vPrhWVVDN5eyA",{"id":58949,"title":58950,"author":6,"body":58951,"category":62,"dataDate":6,"date":58877,"description":59030,"extension":65,"image":6,"meta":59031,"navigation":67,"path":59032,"publishedAt":59033,"seo":59034,"stem":59035,"tags":59036,"type":6,"updated":6,"__hash__":59037},"articles\u002Freading\u002Farticles\u002F2026-07-16-us-cpi-june-result-yen-household.md","米6月CPIが大幅鈍化——イラン停戦でエネルギー急落、円相場と家計への波及は",{"type":8,"value":58952,"toc":59025},[58953,58956,58958,58963,58979,58987,58992,59000,59005,59016,59018,59021,59023],[11,58954,58955],{},"米国のインフレを測る重要指標が、日本時間7月15日早朝に発表された。6月の消費者物価指数（CPI）は前年比＋3.5%と市場予想（＋3.8%）を下回り、5か月ぶりの低下を記録した。前月比では−0.4%と、新型コロナが直撃した2020年4月以来の大幅な低下。その最大の要因は、イランとの停戦合意でホルムズ海峡の緊張が和らいだことによるエネルギー価格の急落だ。",[15,58957,17],{"id":17},[11,58959,58960],{},[33,58961,58962],{},"米6月CPI：ヘッドラインは前年比＋3.5%、前月比は−0.4%",[11,58964,58965,58966,374,58970,58974,58975,42],{},"米労働省は7月14日（現地時間）、6月の消費者物価指数を発表した。結果は前年比＋3.5%（予想＋3.8%、前月＋4.2%）、前月比は−0.4%（予想−0.1%、前月＋0.5%）と2段階の大幅下振れとなった（",[22,58967,58969],{"href":13011,"rel":58968},[26],"米労働省・BLS",[22,58971,3661],{"href":58972,"rel":58973},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-14\u002FTI606RT9NJLY00",[26],"）。食品・エネルギーを除くコアCPIも前年比＋2.6%（予想＋2.8%、前月＋2.9%）、前月比は0.0%と落ち着いた（",[22,58976,8700],{"href":58977,"rel":58978},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F14\u002Fconsumer-price-index-inflation-report-june-2026.html",[26],[11,58980,58981,58982,42],{},"エネルギー指数は前月比−5.7%と急落し、全体の下落を主導した。米国とイランの停戦合意によってホルムズ海峡封鎖リスクが後退し、原油・ガソリン価格が5月比で大きく下がった結果とみられる（",[22,58983,58986],{"href":58984,"rel":58985},"https:\u002F\u002Fzai.diamond.jp\u002Farticles\u002F-\u002F492158",[26],"ダイヤモンドZai",[11,58988,58989],{},[33,58990,58991],{},"ニューヨーク株式市場：ナスダックが主導して上昇",[11,58993,58994,58995,58999],{},"インフレ鈍化でFRBの利上げ観測が後退し、米国株は続伸した。7月15日（現地時間）の終値は、ダウ平均が前日比＋150.37ドル（＋0.29%）の52,658.64ドル、S&P500が＋0.38%の7,572.40、ナスダックが＋0.62%の26,269.23（",[22,58996,5594],{"href":58997,"rel":58998},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-july-15-2026",[26],"）。アップル（＋4.01%）、アルファベット（＋3.17%）、メタ（＋3.07%）など大型ハイテク株が相場を牽引した。",[11,59001,59002],{},[33,59003,59004],{},"ドル円：162円台から161円台後半へ",[11,59006,59007,59008,374,59012,42],{},"ドル安・円高が進み、ニューヨーク外為市場でドル円は162円40銭から161円90銭水準まで下落した。一時は161.60円台まで急落する場面もあった。NY連銀のウィリアムズ総裁がハト派的な発言をしたことも、ドル売りを後押しした（",[22,59009,1686],{"href":59010,"rel":59011},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260716\u002F861422.html",[26],[22,59013,849],{"href":59014,"rel":59015},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F15\u002F090859",[26],[15,59017,45],{"id":45},[11,59019,59020],{},"米国のインフレ鈍化は日本の個人投資家にとって複数の意味を持つ。NISAの積立・成長投資枠で米国株や全世界株ファンドを保有している人には、昨夜の米ハイテク株高は追い風になった面がある。一方、円相場が161〜162円台にとどまっている限り、輸入エネルギー・食料品を通じた家計コスト高は続きやすく、「米国のインフレが落ち着いた＝日本の物価も楽になった」とは言い切れない点は頭に置いておきたい。今後の焦点は、エネルギー安が日本の輸入物価指数（CGPI）や電気代にどの程度波及するか、そして日銀の追加利上げ判断がどう動くかだ。",[15,59022,51],{"id":51},[11,59024,55480],{},{"title":56,"searchDepth":57,"depth":57,"links":59026},[59027,59028,59029],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米6月の消費者物価指数は前年比+3.5%と5か月ぶりに低下、前月比は-0.4%と2020年4月以来の大幅な下落。イラン停戦によるエネルギー価格の急落が主因で、ドル円は161円台後半へ円高方向に動いた。日本の家計にとっての輸入インフレ圧力が和らぐかが今後の焦点だ。",{},"\u002Freading\u002Farticles\u002F2026-07-16-us-cpi-june-result-yen-household","2026-07-16T09:00:00+09:00",{"title":58950,"description":59030},"reading\u002Farticles\u002F2026-07-16-us-cpi-june-result-yen-household",[164,236],"IrX5n506ZSqWoTM6NyqdvyFVmi06u_b3Nz9YmIPWkJQ",{"id":59039,"title":59040,"author":6,"body":59041,"category":62,"dataDate":6,"date":59100,"description":59101,"extension":65,"image":6,"meta":59102,"navigation":67,"path":59103,"publishedAt":59104,"seo":59105,"stem":59106,"tags":59107,"type":6,"updated":6,"__hash__":59108},"articles\u002Freading\u002Farticles\u002F2026-07-15-nikkei-1008-us-cpi-evening.md","日経平均1008円高・終値6万8751円――米6月CPI下振れで利上げ警戒が緩む、半導体高・ソフト安と明暗",{"type":8,"value":59042,"toc":59095},[59043,59055,59057,59071,59074,59086,59088,59091,59093],[11,59044,59045,59046,59049,59050,42],{},"7月15日の東京株式市場は前夜の米国株高を引き継ぎ、日経平均株価が大幅続伸して引けた。終値は前日比1,008円01銭高の",[33,59047,59048],{},"6万8,751円51銭","で、一時は上昇幅が1,000円を超える場面もあった（",[22,59051,59054],{"href":59052,"rel":59053},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F758021",[26],"株式新聞 大引け速報",[15,59056,17],{"id":17},[11,59058,59059,59060,59065,59066,42],{},"前日14日（現地時間）、米労働省が発表した**6月の米消費者物価指数（CPI）は前年同月比＋3.5%**と市場予想を下回った（",[22,59061,59064],{"href":59062,"rel":59063},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002Fd86504c235fafbb744d6e03753fd443ba9da4452",[26],"Yahoo!ファイナンス・フィスコ速報","）。「FRBが近く追加利上げに踏み切る」という観測が後退し、前夜のニューヨーク市場では主要株価指数が揃って上昇。この流れが翌朝の東京市場に波及した（",[22,59067,59070],{"href":59068,"rel":59069},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F213d1e4de4c74cac4c603d95d219f1890b03d673",[26],"読売新聞・Yahoo!ニュース",[11,59072,59073],{},"東京市場では半導体関連株を中心に幅広い銘柄が買われた。一方、米IBMの株価急落（「IBMショック」）が情報通信や電気機器の一部銘柄を下押しし、業種間で明暗が分かれた。",[11,59075,59076,59077,59080,59081,59085],{},"円相場は米長期金利の低下を受けて3営業日ぶりに反発し、17時時点で",[33,59078,59079],{},"1ドル＝162円27〜28銭","（前日同時点比6銭の円高・ドル安）で推移した（",[22,59082,315],{"href":59083,"rel":59084},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL156MU0V10C26A7000000\u002F",[26],"）。前夜のニューヨーク市場では一時161円60銭まで円高が進む場面もあったが、162円台は依然として歴史的な円安水準にある。",[15,59087,45],{"id":45},[11,59089,59090],{},"米インフレの落ち着きが株高・円高の一時的な支援材料になったが、162円超の円安水準は輸入物価の高止まりにつながるため、食料品・エネルギーコストへの下押し効果は限定的だ。6月に政策金利を1.0%へ引き上げた日銀が次の一手を打つかどうかは、今後の物価指標と円相場の動向次第で、家計の光熱費・食費への影響も引き続き注視しておきたい。",[15,59092,51],{"id":51},[11,59094,50855],{},{"title":56,"searchDepth":57,"depth":57,"links":59096},[59097,59098,59099],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-15","米6月CPIが前年比+3.5%と予想を下回り早期利上げ観測が後退。日経平均は大幅続伸で1008円高の6万8751円。円は162円台と依然弱い水準が続く。",{},"\u002Freading\u002Farticles\u002F2026-07-15-nikkei-1008-us-cpi-evening","2026-07-15T20:00:00+09:00",{"title":59040,"description":59101},"reading\u002Farticles\u002F2026-07-15-nikkei-1008-us-cpi-evening",[73,164],"03JOBxT8K61SDJfHUGG8BjCYimO4fayA-qIkhYeNuNk",{"id":59110,"title":59111,"author":6,"body":59112,"category":62,"dataDate":6,"date":59100,"description":59158,"extension":65,"image":6,"meta":59159,"navigation":67,"path":59160,"publishedAt":59161,"seo":59162,"stem":59163,"tags":59164,"type":6,"updated":6,"__hash__":59165},"articles\u002Freading\u002Farticles\u002F2026-07-15-nikkei-morning-semiconductor-rally.md","日経平均が前場で610円高・続伸——半導体株がCPI後の株高をリード",{"type":8,"value":59113,"toc":59153},[59114,59117,59119,59130,59136,59144,59146,59149,59151],[11,59115,59116],{},"前日の米株高を受けて15日の東京株式市場は午前を強含みで終え、日経平均は2日続伸となった。",[15,59118,17],{"id":17},[11,59120,59121,59122,7369,59125,59129],{},"7月14日に発表された米6月消費者物価指数（CPI）が市場予想を下回りインフレ鈍化の兆しを示したことで米国株が上昇。その流れを引き継ぎ、15日の東京前場は日経平均が",[33,59123,59124],{},"前日比610円41銭高の6万8353円91銭",[22,59126,1713],{"href":59127,"rel":59128},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F757968",[26],"）。韓国KOSPI（総合株価指数）も上昇しており、アジア全体での株高となった。",[11,59131,59132,59133,42],{},"値上がり率の上位にはレーザーテック、太陽誘電、キオクシアなど半導体・電子部品関連株が並んだ（",[22,59134,1713],{"href":59127,"rel":59135},[26],[11,59137,59138,59139,59143],{},"為替は引き続き1ドル＝162円台前半で推移（",[22,59140,1713],{"href":59141,"rel":59142},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F757928",[26],"）。CPI発表直後には円買いが進み一時161円60銭台まで下落したが、その後は下げ幅を縮小している。",[15,59145,45],{"id":45},[11,59147,59148],{},"米CPIの下振れはFRBの利上げ圧力を和らげる材料であり、金利感応度の高い半導体・グロース株に資金が流れやすい環境となっている。一方、ドル円は162円台と依然として円安水準にあり、輸入物価を通じた家計コストの高止まりはすぐには解消されにくい。NISAで米国株や半導体ETFを保有している場合、円安効果が円換算の評価額を支える局面でもある。",[15,59150,51],{"id":51},[11,59152,9873],{},{"title":56,"searchDepth":57,"depth":57,"links":59154},[59155,59156,59157],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米6月CPIの下振れを受けた米国株高の流れを引き継ぎ、15日の東京前場は日経平均が前日比610円高で引けた。レーザーテック・キオクシアなど半導体関連株が上昇をけん引した。",{},"\u002Freading\u002Farticles\u002F2026-07-15-nikkei-morning-semiconductor-rally","2026-07-15T13:00:00+09:00",{"title":59111,"description":59158},"reading\u002Farticles\u002F2026-07-15-nikkei-morning-semiconductor-rally",[73,164],"dMdLqPrL_Q1B8C4Uujpm_XK5Nc-THy7AJHNfwh--VWM",{"id":59167,"title":59168,"author":6,"body":59169,"category":62,"dataDate":6,"date":59100,"description":59277,"extension":65,"image":6,"meta":59278,"navigation":67,"path":59279,"publishedAt":59280,"seo":59281,"stem":59282,"tags":59283,"type":6,"updated":6,"__hash__":59284},"articles\u002Freading\u002Farticles\u002F2026-07-15-us-june-cpi-surprise-yen-162.md","米CPI6月は2020年以来の月次低下——それでもドル円162円台、円安インフレは続くか",{"type":8,"value":59170,"toc":59272},[59171,59174,59176,59185,59214,59219,59240,59244,59263,59265,59268,59270],[11,59172,59173],{},"7月14日（現地時間）に発表された米国の6月消費者物価指数（CPI）が予想を大きく上回る改善を示した。インフレ鈍化は米国の利上げ圧力を和らげる材料だが、ドル円相場は162円台を維持しており、輸入コスト高を通じた家計への影響はまだ解消されていない。",[15,59175,17],{"id":17},[11,59177,59178],{},[33,59179,59180,59181,59184],{},"米6月CPI（",[22,59182,28954],{"href":13011,"rel":59183},[26],"・2026年7月14日発表）",[443,59186,59187,59198,59204],{},[446,59188,59189,59190,59193,59194,1714],{},"総合CPI（前月比）：",[33,59191,59192],{},"−0.4%","（予想−0.1%を大幅下回る低下、",[22,59195,59197],{"href":58972,"rel":59196},[26],"2020年以来初の月次マイナス",[446,59199,59200,59201,59203],{},"総合CPI（前年比）：",[33,59202,30269],{},"（5月の+4.2%から大幅低下、予想+3.8%も下回る）",[446,59205,59206,59207,59210,59211,59213],{},"コアCPI（前月比）：",[33,59208,59209],{},"±0%","（予想+0.2%）／（前年比）：",[33,59212,10873],{},"（5月+2.9%から低下）",[11,59215,59216],{},[33,59217,59218],{},"米国株式市場・金利（7月14日終値）",[443,59220,59221,59229,59232,59235],{},[446,59222,59223,59224,1714],{},"S&P 500：7,173.91（",[22,59225,59228],{"href":59226,"rel":59227},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-july-14-2026",[26],"前日比+0.42%",[446,59230,59231],{},"ナスダック総合：24,887（+0.29%）",[446,59233,59234],{},"NYダウ：+0.28%",[446,59236,30345,59237],{},[33,59238,59239],{},"4.62%",[11,59241,59242],{},[33,59243,9607],{},[11,59245,59246,59247,59252,59253,59258,59259,42],{},"7月14日のNY市場では、CPI発表直後にドル売りが強まり、ドル円は一時161円63銭まで下落した。ただし、Warsh FRB議長が下院での",[22,59248,59251],{"href":59249,"rel":59250},"https:\u002F\u002Fwww.federalreserve.gov\u002Fnewsevents\u002Ftestimony\u002Fwarsh20260714a.htm",[26],"半期金融政策報告の証言","でインフレに「ゼロトレランス（高インフレは容認しない）」と断言したことに加え、米軍がイラン軍事施設への追加攻撃を実施したとの報道で原油高・ドル買い戻しが進み、",[22,59254,59257],{"href":59255,"rel":59256},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260715\u002F861210.html",[26],"ドル円は162円29銭で引けた","。翌15日朝時点でも162円台前半で推移している（",[22,59260,849],{"href":59261,"rel":59262},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F15\u002F074301",[26],[15,59264,45],{"id":45},[11,59266,59267],{},"CPIの大幅改善は、FRBが近い将来に金利を「引き上げる」必要性を薄める材料であり、日米金利差が将来的に縮小しうるシナリオへの一歩になりうる。一方、Warsh議長が次の政策変更について具体的なヒントを与えなかったこと、中東情勢の不透明感が原油価格を押し上げていることから、ドル円の下値は引き続き支えられやすい。円安が続く間は輸入食料品・エネルギーを通じた物価高圧力が家計に残る。NISAなどで米国株・ドル建て資産を保有している投資家にとっては、円安効果で円換算の評価額が維持されやすい局面でもある。次の注目点は今夜以降の日本時間での日銀関連の発言や、米国の7月小売売上高など需要サイドの指標だ。",[15,59269,51],{"id":51},[11,59271,10236],{},{"title":56,"searchDepth":57,"depth":57,"links":59273},[59274,59275,59276],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年6月の米消費者物価指数が前月比0.4%低下と予想を大幅に上回る改善。利上げ観測は後退したが、Warsh議長の慎重姿勢と中東情勢がドル円の下値を支え162円台が続く。日本の家計・NISA投資家への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-15-us-june-cpi-surprise-yen-162","2026-07-15T09:00:00+09:00",{"title":59168,"description":59277},"reading\u002Farticles\u002F2026-07-15-us-june-cpi-surprise-yen-162",[236,164],"V4694CVQAx12HhFWkZEDqSmtDEcHD-85XMex4vJJSHk",{"id":59286,"title":59287,"author":6,"body":59288,"category":62,"dataDate":6,"date":59351,"description":59352,"extension":65,"image":6,"meta":59353,"navigation":67,"path":59354,"publishedAt":59355,"seo":59356,"stem":59357,"tags":59358,"type":6,"updated":6,"__hash__":59359},"articles\u002Freading\u002Farticles\u002F2026-07-14-nikkei-close-500-recovery-yen162.md","日経平均、一時1000円安から500円高に切り返し大引け——円は162円台続く、今夜21時半に米CPI発表",{"type":8,"value":59289,"toc":59346},[59290,59297,59299,59309,59312,59321,59324,59334,59337,59339,59342,59344],[11,59291,59292,59293,59296],{},"14日の東京株式市場は荒れた一日となった。前日の米ハイテク株安を引き継いで寄り付きから急落し、日経平均は一時6万7000円を下回ったが、午後に半導体株への押し目買いが波及して急回復。終値は前日比",[33,59294,59295],{},"500円77銭高（+0.74%）の6万7743円50銭","と反発して取引を終えた。一方、円相場は1ドル＝162円34〜35銭と続落。今夜21時30分には米6月消費者物価指数（CPI）の発表が控えており、市場の注目が集まっている。",[15,59298,17],{"id":17},[11,59300,59301,7134,59304,1714],{},[33,59302,59303],{},"日経平均の大引け",[22,59305,59308],{"href":59306,"rel":59307},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL1458T0U6A710C2000000\u002F",[26],"東証大引け 日経平均は反発——日本経済新聞",[11,59310,59311],{},"寄り付きは前日比239円安の6万7002円と大幅安。その後も下落が続き、一時は前日比900円超安まで値を崩した。ただ午後に入ると、ASML・TSMCの決算発表を前にアドバンテストやキオクシアが切り返し、先物への押し目買いも広がって指数は急ピッチで回復。プライム市場では取引された1558銘柄のうち76%が上昇して終えた。逆に下落したのはファーストリテイリング・イビデン・富士通などだった。",[11,59313,59314,7134,59316,1714],{},[33,59315,6670],{},[22,59317,59320],{"href":59318,"rel":59319},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL146F10U6A710C2000000\u002F",[26],"外為17時 円相場続落162円台前半——日本経済新聞",[11,59322,59323],{},"ドル円は1ドル＝162円34〜35銭（前日比25銭の円安）。主な圧力は中東情勢の緊迫化で、米中央軍がイランへの空爆完了を発表し、トランプ大統領がホルムズ海峡での海上封鎖再開を表明したことを受けて原油先物が上昇。日本の貿易収支悪化への思惑から円売り・ドル買いが出た。FRBのウォラー理事が「コアインフレが高止まりするなら近く引き締めを検討する必要がある」と発言し、米早期利上げ観測がドル高を後押しした。",[11,59325,59326,7134,59329,1714],{},[33,59327,59328],{},"今夜の注目イベント",[22,59330,59333],{"href":59331,"rel":59332},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-14\u002FTI58DYT9NJLT00",[26],"米利上げ観測高まる——ブルームバーグ",[11,59335,59336],{},"日本時間21時30分（米東部時間8時30分）に、米6月消費者物価指数（CPI）が発表される予定。市場ではエネルギー価格の下落を主因に前月比マイナス0.1%、前年比+3.8%が予想されている。結果がコンセンサスより高ければ米早期利上げ観測がさらに強まりドル高が進みやすく、低ければドル売り・円高に振れる可能性がある。",[15,59338,45],{"id":45},[11,59340,59341],{},"NISA で米国株インデックスファンドなどを保有している場合、162円台の円安は円建ての評価額をかさ上げする方向に働いている。ただし同じ円安が食料品や光熱費の輸入コストを押し上げており、家計への影響は逆方向だ。今夜のCPIと、今月31日に予定される日銀の次回金融政策決定会合がそれぞれ次の方向感を決めるイベントになりそうだ。",[15,59343,51],{"id":51},[11,59345,1200],{},{"title":56,"searchDepth":57,"depth":57,"links":59347},[59348,59349,59350],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-14","14日の日経平均は米ハイテク株安を引き継いで一時900円超下落したが、アドバンテスト・キオクシアなど半導体株への押し目買いが波及し終値は500円高。円ドルは162円34銭と続落。今夜21時30分に米6月CPIが発表される。",{},"\u002Freading\u002Farticles\u002F2026-07-14-nikkei-close-500-recovery-yen162","2026-07-14T20:00:00+09:00",{"title":59287,"description":59352},"reading\u002Farticles\u002F2026-07-14-nikkei-close-500-recovery-yen162",[73,164],"ok2bR30BQCKP0ObpVTjRxr-vUNkUX2xKe7AWRJt5uFA",{"id":59361,"title":59362,"author":6,"body":59363,"category":62,"dataDate":6,"date":59351,"description":59420,"extension":65,"image":6,"meta":59421,"navigation":67,"path":59422,"publishedAt":59423,"seo":59424,"stem":59425,"tags":59426,"type":6,"updated":6,"__hash__":59427},"articles\u002Freading\u002Farticles\u002F2026-07-14-nikkei-morning-ai-selloff-rotation.md","前場で900円安→564円安に下げ渋り ─ AI株から非AI株へマネーシフト",{"type":8,"value":59364,"toc":59415},[59365,59380,59382,59389,59398,59406,59408,59411,59413],[11,59366,59367,59368,59373,59374,59379],{},"14日の東京株式市場・前場は、日経平均が午前11時台に",[22,59369,59372],{"href":59370,"rel":59371},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202607140242",[26],"一時900円を超える下落","を記録した後、短期の先物買いが入り下げ幅を縮小。",[22,59375,59378],{"href":59376,"rel":59377},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL141RF0U6A710C2000000\u002F",[26],"前場終値は前日比564円37銭安（0.84%安）の6万6678円36銭","で引けました。",[15,59381,17],{"id":17},[11,59383,59384,59385,42],{},"朝方の急落の主因は、前週末（13日）の米国市場で半導体・AI関連株が大幅に売られた流れを引き継いだことです。国内でも半導体・AI関連銘柄に売りが先行し、一時900円超安まで下げ幅が拡大しました（",[22,59386,315],{"href":59387,"rel":59388},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL140LJ0U6A710C2000000\u002F",[26],[11,59390,59391,59392,59397],{},"前場中盤からは、",[22,59393,59396],{"href":59394,"rel":59395},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL141LOTU6A710C2000000\u002F",[26],"半導体・AI株を避けた資金が非AI系の銘柄に向かう動き","が出始め、指数の下げ幅を縮小させました。AI・半導体への集中が高かっただけに、調整局面では銘柄間の格差が広がりやすい状況です。",[11,59399,59400,59401,59405],{},"為替はドル円が1ドル＝162円台前半で推移（",[22,59402,315],{"href":59403,"rel":59404},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL142BI0U6A710C2000000\u002F",[26],"）。前週末からのイラン情勢を背景とした原油高と重なり、円安・輸入コスト上昇の圧力は続いています。",[15,59407,45],{"id":45},[11,59409,59410],{},"NISAで半導体・AI系のETFや個別株を保有している場合、今週前半は値動きが大きくなりやすい局面です。一方、今回の前場のように「非AI株がAI株の下落を部分的に補う」セクター間の資金シフトが起きると、幅広い分散保有が値動きの緩衝材として働く場面になりえます。",[15,59412,51],{"id":51},[11,59414,9873],{},{"title":56,"searchDepth":57,"depth":57,"links":59416},[59417,59418,59419],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"14日の東京前場、日経平均が一時900円超安まで急落したが前場終値は564円安に回復。半導体・AI株が売り込まれた一方、非AI系銘柄への資金退避が下げ渋りにつながった。保有銘柄によって値動きが大きく二分している局面だ。",{},"\u002Freading\u002Farticles\u002F2026-07-14-nikkei-morning-ai-selloff-rotation","2026-07-14T13:00:00+09:00",{"title":59362,"description":59420},"reading\u002Farticles\u002F2026-07-14-nikkei-morning-ai-selloff-rotation",[73,164],"JjxB_i2Lq4yMVQAiBe7iND00Qarx7WS5S9YRSAuaIRk",{"id":59429,"title":59430,"author":6,"body":59431,"category":62,"dataDate":6,"date":59351,"description":59496,"extension":65,"image":6,"meta":59497,"navigation":67,"path":59498,"publishedAt":59499,"seo":59500,"stem":59501,"tags":59502,"type":6,"updated":6,"__hash__":59503},"articles\u002Freading\u002Farticles\u002F2026-07-14-iran-blockade-oil-surge-tech-selloff.md","トランプ政権、対イラン海上封鎖を再宣言──原油急騰でハイテク株売り、円安162円台が続く",{"type":8,"value":59432,"toc":59491},[59433,59436,59438,59481,59483,59486,59488],[11,59434,59435],{},"トランプ大統領は7月13日（日本時間14日早朝）、6月に一時解除したイランへの海上封鎖を再び実施すると表明した。ホルムズ海峡を通航する船舶の貨物に20%相当の「通航料」を求める方針を示し、米中央軍が実施する見込みと報じられている。これを受けて原油先物が急騰し、インフレ再燃への警戒から米ハイテク株が大幅に売られた。",[15,59437,17],{"id":17},[443,59439,59440,59452,59464],{},[446,59441,59442,59445,59446,59451],{},[33,59443,59444],{},"米国市場（7月13日終値）",": NYダウは前日比−138ドル（−0.26%）の52,498ドル、S&P500は−0.79%の7,515ポイント、",[22,59447,59450],{"href":59448,"rel":59449},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_14_us100\u002F",[26],"ナスダック100は−1.88%の29,264ポイント","と主要3指数が軒並み下落。半導体・AI関連株への売りが目立った。",[446,59453,59454,59457,59458,59463],{},[33,59455,59456],{},"イラン海上封鎖の再開",": ",[22,59459,59462],{"href":59460,"rel":59461},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN13A8P0T10C26A7000000\u002F",[26],"トランプ大統領がSNSで宣言","し、複数メディアが報道。ホルムズ海峡の地政学リスクが再燃し、原油先物が急騰した。輸送コスト増加への懸念も広がっている。",[446,59465,59466,59468,59469,59474,59475,59480],{},[33,59467,9607],{},": ドル円は",[22,59470,59473],{"href":59471,"rel":59472},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F373020",[26],"162円40銭台で推移","（7月14日朝6時55分時点）。ウォーラーFRB理事の",[22,59476,59479],{"href":59477,"rel":59478},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F373001",[26],"タカ派発言","がドル買いを後押しし、東京市場の予想レンジは161円80銭〜163円との見方が出ている。",[15,59482,45],{"id":45},[11,59484,59485],{},"原油高が続けばガソリンや電気・ガス料金など日本の輸入コストへの波及が避けられず、162円台の円安が重なることで円建ての輸入物価はさらに押し上げられやすい。国内の食料品や光熱費など家計への影響を引き続き注視したい局面だ。",[15,59487,51],{"id":51},[11,59489,59490],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・商品価格を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":59492},[59493,59494,59495],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"トランプ大統領が7月13日にイランへの海上封鎖再開を表明。原油先物が急騰し、インフレ懸念からハイテク株が売られた。ドル円は162円40銭台で推移しており、輸入コスト上昇圧力が続く。",{},"\u002Freading\u002Farticles\u002F2026-07-14-iran-blockade-oil-surge-tech-selloff","2026-07-14T09:00:00+09:00",{"title":59430,"description":59496},"reading\u002Farticles\u002F2026-07-14-iran-blockade-oil-surge-tech-selloff",[164,629],"1jQYPSYa8kzP6k7-SpDDuWmenytHguCNPtV-kO3ozfU",{"id":59505,"title":59506,"author":6,"body":59507,"category":62,"dataDate":6,"date":59578,"description":59579,"extension":65,"image":6,"meta":59580,"navigation":67,"path":59581,"publishedAt":59582,"seo":59583,"stem":59584,"tags":59585,"type":6,"updated":6,"__hash__":59586},"articles\u002Freading\u002Farticles\u002F2026-07-13-nikkei-drop-ai-rotation-megabanks.md","日経平均1315円安で週明け反落——AI株に利益確定、メガバンクへ資金シフト",{"type":8,"value":59508,"toc":59573},[59509,59516,59518,59523,59531,59536,59550,59555,59563,59565,59568,59570],[11,59510,59511,59512,59515],{},"週明け月曜の東京市場は売り優勢で始まり、日経平均株価は前週末比1,315円00銭（1.92%）安の",[33,59513,59514],{},"6万7,242円73銭","で取引を終えた。AI・半導体関連株の利益確定売りが膨らむなか、メガバンク株に逃避的な資金が流れ込む「物色の分散」が目立った一日となった。",[15,59517,17],{"id":17},[11,59519,59520],{},[33,59521,59522],{},"日経平均の終値と主な材料",[11,59524,59525,59530],{},[22,59526,59529],{"href":59527,"rel":59528},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB121UYTS6A710C2000000\u002F",[26],"日本経済新聞（2026年7月13日）","によれば、本日の下落を主導したのはAI・半導体関連株への利益確定売りと、中東情勢の先行き不安を受けたリスク回避だ。韓国株が大幅安となりアジア市場全体にセンチメントの悪化が波及したことも重荷となった。一方、高金利環境での収益拡大が期待されるメガバンク株には買いが集まり、相場の下支えとなった。",[11,59532,59533],{},[33,59534,59535],{},"円相場は162円台前半で反落",[11,59537,59538,59543,59544,59549],{},[22,59539,59542],{"href":59540,"rel":59541},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL134KN0T10C26A7000000\u002F",[26],"日本経済新聞（2026年7月13日 17時）","によると、東京外国為替市場で円相場は17時時点で1ドル=162円09〜11銭と前週末より小幅に反落した。",[22,59545,59548],{"href":59546,"rel":59547},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F372919",[26],"三菱UFJ銀行の本日公表仲値は162.13円","で、米・イランの対立再燃を背景にドルへの有事の買いが入った。日銀が6月に政策金利を1.00%へ引き上げたにもかかわらず円安基調は続いており、輸入物価への上昇圧力が続く状況だ。",[11,59551,59552],{},[33,59553,59554],{},"今週最大の焦点：TSMC決算（7月16日）",[11,59556,59557,59562],{},[22,59558,59561],{"href":59559,"rel":59560},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260713\u002F860888.html",[26],"財経新聞（2026年7月13日）","は、今週に控えるTSMC（7月16日）のQ2決算発表が、AI・半導体株の方向感を大きく左右すると指摘する。TSMCは前四半期（Q1）に純利益が前年比+58%を記録しており、AIチップ需要が続いているかを確認する試金石となる。売上高の市場予想は約400億ドルで、ガイダンス（先行き見通し）への注目度が高い。",[15,59564,45],{"id":45},[11,59566,59567],{},"本日の動きは「AI株が下がったから相場全体が崩れた」というより、「TSMC決算前に利益を一旦確定させた」という性格が強い。AI・半導体関連を保有している場合、16日（木）の結果次第で方向感が再び変わりやすい局面だ。メガバンク株への資金移動は、日銀の利上げ局面で銀行の利ざやが改善するとの期待を映しているが、足元の円安が続く限り、輸入コスト上昇を通じた物価高という家計への圧力も残る。",[15,59569,51],{"id":51},[11,59571,59572],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・為替・業績を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":59574},[59575,59576,59577],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-13","7月13日（月）の東京市場は日経平均が前週末比1315円安の6万7242円で引けた。AI・半導体株への利益確定売りと中東情勢の緊迫化が重なり、買い安心感のあるメガバンク株へ資金が流れた。",{},"\u002Freading\u002Farticles\u002F2026-07-13-nikkei-drop-ai-rotation-megabanks","2026-07-13T20:00:00+09:00",{"title":59506,"description":59579},"reading\u002Farticles\u002F2026-07-13-nikkei-drop-ai-rotation-megabanks",[73,164],"NyydBLpVNxwMHD4PLSVgVOXqeki-klf2ZJJaBJamI8Q",{"id":59588,"title":59589,"author":6,"body":59590,"category":62,"dataDate":6,"date":59578,"description":59637,"extension":65,"image":6,"meta":59638,"navigation":67,"path":59639,"publishedAt":59640,"seo":59641,"stem":59642,"tags":59643,"type":6,"updated":6,"__hash__":59644},"articles\u002Freading\u002Farticles\u002F2026-07-13-yen-weakness-household-burden.md","円安39年半ぶり水準　家計負担は年平均1.5万円超の試算（みずほ総研）",{"type":8,"value":59591,"toc":59632},[59592,59595,59597,59610,59613,59622,59624,59627,59629],[11,59593,59594],{},"円が対ドルで162円台に達し、1986年12月以来およそ39年半ぶりの円安水準となっている。日銀が2026年6月に政策金利を1.0%へ引き上げたにもかかわらず円安基調は続いており、輸入物価の上昇を通じた家計へのじわじわとした負担増が改めて注目されている。",[15,59596,17],{"id":17},[11,59598,59599,59600,59605,59606,59609],{},"7月上旬時点で円相場は1ドル=162円80銭台まで下落し、",[22,59601,59604],{"href":59602,"rel":59603},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026070600788&g=eco",[26],"時事通信（2026年7月6日）","によれば、みずほ総合研究所はこの水準が1年続いた場合の家計負担増を試算。",[33,59607,59608],{},"2025年比で平均1万5,534円の負担増","になるとした。",[11,59611,59612],{},"所得別では差があり、年収300万円未満の世帯で9,878円増、年収1,000万円以上の世帯で2万3,684円増と試算されている。なお同記事は「低所得層ほど負担割合が大きい」とも指摘している。",[11,59614,59615,59616,59621],{},"背景にあるのは米国の利上げ観測を受けた円売り圧力で、",[22,59617,59620],{"href":59618,"rel":59619},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB094O30Z00C26A7000000\u002F",[26],"日本経済新聞（2026年7月）","は今週（7月13〜17日）も対ドルで160円台の推移が続きそうだと報じている。",[15,59623,45],{"id":45},[11,59625,59626],{},"円安が1円進むごとに輸入コストが積み上がり、食料品・エネルギー・日用品の価格に転嫁される構造は、日銀が「為替の変動が物価に影響を及ぼしやすくなっている」と認めるほど定着しつつある。金利上昇（利上げ）が必ずしも円高につながらない局面では、手元の現金の実質的な価値が目減りしやすく、インフレに負けない資産構成を意識するきっかけになりそうだ。",[15,59628,51],{"id":51},[11,59630,59631],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替や物価の動向は今後変わる可能性があり、個別の投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":59633},[59634,59635,59636],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"円相場が1ドル=162円台と約39年半ぶりの円安水準に達するなか、この水準が1年続けば家計負担が平均1万5千円超増えるとの試算が出ている。輸入インフレが家計を直撃する構造を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-13-yen-weakness-household-burden","2026-07-13T13:00:00+09:00",{"title":59589,"description":59637},"reading\u002Farticles\u002F2026-07-13-yen-weakness-household-burden",[236,73],"P37ois2HqSVhE7op19NM27Gi3laJKCs6vXPFFnyFD9Y",{"id":59646,"title":59647,"author":6,"body":59648,"category":57326,"dataDate":6,"date":59578,"description":59843,"extension":65,"image":6,"meta":59844,"navigation":67,"path":59845,"publishedAt":6,"seo":59846,"stem":59847,"tags":59848,"type":6,"updated":6,"__hash__":59849},"articles\u002Freading\u002Farticles\u002Fgold-and-commodities-inflation-hedge.md","金・コモディティはインフレ対策になる？初心者向けにしくみと注意点を解説",{"type":8,"value":59649,"toc":59835},[59650,59653,59657,59664,59667,59704,59707,59710,59713,59720,59727,59732,59734,59760,59762,59782,59784,59787,59807,59830,59832],[11,59651,59652],{},"インフレ（物価上昇）が続くと、現金の価値は目減りしていきます。そこで「金（ゴールド）や原油などの実物資産を持てばインフレに強い」という話をよく耳にします。ただし、金やコモディティ（商品）は株・債券とは性格が大きく異なり、「とりあえず買えば安心」というわけではありません。この記事では、しくみから投資方法・注意点まで初心者向けに整理します。",[15,59654,59656],{"id":59655},"金コモディティとは","金・コモディティとは",[11,59658,59659,59660,59663],{},"**コモディティ（Commodity＝商品）**とは、金・原油・農産物など、標準化された実物の資源・原材料を指します。株のように「企業の利益」を期待するのではなく、",[33,59661,59662],{},"モノそのものの価値","に着目する資産クラスです。",[11,59665,59666],{},"主なコモディティの種類は次のとおりです。",[2752,59668,59669,59679],{},[2755,59670,59671],{},[2758,59672,59673,59676],{},[2761,59674,59675],{},"分類",[2761,59677,59678],{},"主な品目",[2768,59680,59681,59689,59696],{},[2758,59682,59683,59686],{},[2773,59684,59685],{},"貴金属",[2773,59687,59688],{},"金（ゴールド）・銀（シルバー）・プラチナ",[2758,59690,59691,59693],{},[2773,59692,7207],{},[2773,59694,59695],{},"原油・天然ガス",[2758,59697,59698,59701],{},[2773,59699,59700],{},"農産物",[2773,59702,59703],{},"小麦・大豆・トウモロコシ",[11,59705,59706],{},"このうち個人のインフレ対策として最も語られるのが**金（ゴールド）**です。世界中で価値の保存手段として数千年にわたり利用されてきた歴史を持ちます。",[15,59708,59709],{"id":59709},"インフレ局面で金が注目されるしくみ",[11,59711,59712],{},"インフレとは「同じ金額で買えるモノが減る状態」です。紙幣（現金）は中央銀行が増刷できますが、金は地球上の採掘量に物理的な上限があり、人工的に増やせません。この希少性が、通貨の価値が下がる局面で金の相対的な評価を高める一因となっています。",[11,59714,59715,59716,59719],{},"もう一つの要因は",[33,59717,59718],{},"実物資産特有の値動き","です。物価全体が上昇すると、原材料や資源の価格もその影響を受けやすく、コモディティ価格は株・債券とは異なる動きをする傾向があります。過去の高インフレ局面（1970年代の石油危機・スタグフレーション期など）では、金価格が大幅に上昇しました。",[11,59721,59722,59723,59726],{},"また、金は地政学的な緊張や金融市場の混乱期に「",[33,59724,59725],{},"安全資産（セーフヘブン）","」として買われる性質も持ちます。リスク回避の局面では株が下がる一方、金が逆行高になるケースがあります。",[11,59728,59729,59730],{},"まずは自分の資産がインフレにどれだけ耐えられるかを確かめてみましょう → ",[22,59731,51723],{"href":51722},[15,59733,57249],{"id":57249},[443,59735,59736,59742,59748,59754],{},[446,59737,59738,59741],{},[33,59739,59740],{},"金はインフレを完全に相殺するわけではない","。短期的な価格変動は大きく、インフレ率と常に連動するわけではありません。長期の分散投資の一部という位置づけが基本です",[446,59743,59744,59747],{},[33,59745,59746],{},"配当も利息もゼロ","。株は配当、債券は利息を生みますが、金はモノであるため、保有しているだけでは何も生みません。値上がり益（キャピタルゲイン）だけが収益源です",[446,59749,59750,59753],{},[33,59751,59752],{},"円安の恩恵を受けやすい","。金の国際価格はドル建てが基本です。円安が進む局面では、ドル建て金価格が同じでも円換算では上昇するため、日本円で保有している人には追い風になります",[446,59755,59756,59759],{},[33,59757,59758],{},"資産全体の一部として持つ","。一般に資産全体の5〜15%程度をコモディティに配分する考え方が広く紹介されています（目安であり、個人の状況によって異なります）",[15,59761,57278],{"id":57277},[443,59763,59764,59770,59776],{},[446,59765,59766,59769],{},[33,59767,59768],{},"「インフレなら金を買えば安心」という思い違い","：金価格はインフレ率と必ずしも連動しません。インフレが穏やかな局面でも大幅に上昇することがあれば、インフレ下でも下落することがあります。短期の値動きに振り回されないことが重要です",[446,59771,59772,59775],{},[33,59773,59774],{},"「物理的な金（地金）でないと意味がない」という誤解","：ETF（上場投資信託）や純金積立サービスは、裏付けとなる実物の金を保有・管理する仕組みになっています。証券口座から手軽に売買でき、保管の手間やコストが不要なため、初心者には扱いやすい選択肢です",[446,59777,59778,59781],{},[33,59779,59780],{},"「金だけに集中すれば完璧な防衛になる」という思い込み","：金は配当がなく、価格変動も大きい資産です。株式・債券・不動産など他の資産と組み合わせて分散投資の一部として位置づけるのが基本的な考え方です",[15,59783,57292],{"id":57292},[11,59785,59786],{},"金・コモディティの特性を理解したら、実際の投資方法を確認してみましょう。個人投資家が活用しやすい主な方法は次の3つです。",[10814,59788,59789,59795,59801],{},[446,59790,59791,59794],{},[33,59792,59793],{},"金ETF（上場投資信託）","：証券口座から株と同様に売買できます。NISAの成長投資枠を使えば売却益が非課税になります",[446,59796,59797,59800],{},[33,59798,59799],{},"純金積立","：毎月一定額ずつ金を積み立てる方法。コツコツ少額から始めやすく、価格の高い・安いを均す効果（ドルコスト平均法）が得られます",[446,59802,59803,59806],{},[33,59804,59805],{},"コモディティ型投資信託","：金だけでなく、複数のコモディティに分散投資できるファンドもあります",[443,59808,59809,59820,59825],{},[446,59810,59811,59812,51887,59816],{},"NISAで金ETFを運用する口座を選ぶ → ",[22,59813,59815],{"href":59814},"\u002Fbroker\u002F","証券会社比較",[22,59817,59819],{"href":59818},"\u002Fbroker\u002Fsbi-vs-rakuten-vs-monex\u002F","SBI・楽天・マネックス比較",[446,59821,59822,59823],{},"口座をまだ持っていない方 → ",[22,59824,57313],{"href":56946},[446,59826,59827,59828],{},"資産全体の配分を数値で確認する → ",[22,59829,51723],{"href":51722},[15,59831,51],{"id":51},[11,59833,59834],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。特定の銘柄・商品の売買や利益を保証・推奨するものではありません。手数料・制度内容・還元率は変更される場合があるため、最終判断は各社公式情報を確認のうえご自身の責任で行ってください。数値・実績に触れる場合は出典（公式・一次情報）と取得日を明記します。",{"title":56,"searchDepth":57,"depth":57,"links":59836},[59837,59838,59839,59840,59841,59842],{"id":59655,"depth":57,"text":59656},{"id":59709,"depth":57,"text":59709},{"id":57249,"depth":57,"text":57249},{"id":57277,"depth":57,"text":57278},{"id":57292,"depth":57,"text":57292},{"id":51,"depth":57,"text":51},"金や原油などのコモディティ（実物資産）がインフレに強いと言われる理由と、初心者が知っておくべきリスクや購入方法をわかりやすく解説します。資産の分散先として検討する際の基礎知識を整理。",{},"\u002Freading\u002Farticles\u002Fgold-and-commodities-inflation-hedge",{"title":59647,"description":59843},"reading\u002Farticles\u002Fgold-and-commodities-inflation-hedge",[236,52076],"hMKVOZ7L6JgYr7CnbsTKw7Oj8eG9CVJxjlSQQXE3eYk",{"id":59851,"title":59852,"author":6,"body":59853,"category":62,"dataDate":6,"date":59578,"description":59918,"extension":65,"image":6,"meta":59919,"navigation":67,"path":59920,"publishedAt":59921,"seo":59922,"stem":59923,"tags":59924,"type":6,"updated":6,"__hash__":59925},"articles\u002Freading\u002Farticles\u002F2026-07-13-tsmc-bank-earnings-week-ai-ceiling.md","今週の米決算ラッシュ──TSMC（7\u002F16）と大手銀行（7\u002F14〜15）が「AIの天井」を試す",{"type":8,"value":59854,"toc":59913},[59855,59858,59860,59865,59885,59890,59904,59906,59909,59911],[11,59856,59857],{},"今週（7月14〜16日）は米Q2決算シーズンの本格スタートとなり、日本の個人投資家にも影響が大きいイベントが集中します。14日にJPモルガン・チェースら大手銀行が一斉決算、同日には米6月CPI発表も重なり、16日にはTSMCが世界のAIチップ需要の最新状況を明かします。",[15,59859,17],{"id":17},[11,59861,59862],{},[33,59863,59864],{},"TSMC Q2決算（7月16日）──「AIに天井はあるか」の試金石",[11,59866,59867,59868,59873,59874,59879,59880,42],{},"世界最大の半導体受託製造企業・TSMCは現地時間7月16日（木）に第2四半期決算を発表します（",[22,59869,59872],{"href":59870,"rel":59871},"https:\u002F\u002Finvestor.tsmc.com\u002Fenglish\u002Fquarterly-results\u002F2026\u002Fq2",[26],"TSMC IR","）。市場予想はEPS 3.81ドル・売上高約400億ドル（前年同期比約33%増）で、",[22,59875,59878],{"href":59876,"rel":59877},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F04\u002F16\u002Ftsmc-q1-profit-58-percent-ai-chip-demand-record.html",[26],"前四半期（Q1）は純利益が前年比+58%と記録的な水準だった","。AIサーバー向け先進パッケージング（CoWoS）の需要が続いているかが焦点で、TSMCは通期売上高の成長率を「30%超」と見込んでいます（",[22,59881,59884],{"href":59882,"rel":59883},"https:\u002F\u002Fwww.tipranks.com\u002Fnews\u002Ftsmc-will-report-q2-earnings-on-july-16-should-investors-buy-the-stock-before-results",[26],"TipRanks",[11,59886,59887],{},[33,59888,59889],{},"米大手銀行決算（7月14〜15日）──高金利下での利益持続力を確認",[11,59891,59892,59893,59898,59899,42],{},"7月14日（火）は市場開始前にJPモルガン・チェース、ウェルズ・ファーゴ、シティグループが発表します。JPモルガンはEPS 5.62ドル・売上高495億ドルが市場予想で、過去8四半期連続でコンセンサスを上回っています（",[22,59894,59897],{"href":59895,"rel":59896},"https:\u002F\u002Fwww.ig.com\u002Fuk\u002Fnews-and-trade-ideas\u002Fus-bank-earnings--what-to-expect-from-q2-2026-260707",[26],"IG","）。15日にはゴールドマン・サックス、バンク・オブ・アメリカ、モルガン・スタンレーが続きます。ゴールドマンはトレーディング・M&A業務が好調で、EPS約14.47ドル（前年比+32%）が市場予想です（",[22,59900,59903],{"href":59901,"rel":59902},"https:\u002F\u002Ftickeron.com\u002Ftrading-investing-101\u002Fq2-2026-earnings-preview-july-1317-2026--fast-jpm-bac-gs-wfc-c-asml-jnj-ms-blk-pnc-tsm-unh-ge-nflx-stx\u002F",[26],"Tickeron",[15,59905,45],{"id":45},[11,59907,59908],{},"TSMCの結果次第で、東京エレクトロンやアドバンテストなど日本の半導体関連株の方向感が変わりやすい。強い決算は「AIへの設備投資は続く」というシグナルになりますが、ガイダンス（先行き見通し）が慎重なら、SKハイニックス上場後に高まった期待の調整も考えられます。大手銀行決算で「高金利でも収益が拡大している」と確認されると、FRBが利下げを急がない根拠となり、ドル高・円安圧力の継続につながりやすい点も家計目線では気になるポイントです。",[15,59910,51],{"id":51},[11,59912,59572],{},{"title":56,"searchDepth":57,"depth":57,"links":59914},[59915,59916,59917],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月14〜16日に米JPモルガン・ゴールドマン・サックス・TSMCがQ2決算を一斉発表。TSMCは前四半期に純利益が前年比+58%を記録しており、AIチップ需要が続いているかが日本の半導体株の方向感を左右する。",{},"\u002Freading\u002Farticles\u002F2026-07-13-tsmc-bank-earnings-week-ai-ceiling","2026-07-13T09:00:00+09:00",{"title":59852,"description":59918},"reading\u002Farticles\u002F2026-07-13-tsmc-bank-earnings-week-ai-ceiling",[164,73],"FYiA2DXLbBA2H10BspPXRTFqKFdV3LF67f1XO4t_vr4",{"id":59927,"title":59928,"author":6,"body":59929,"category":62,"dataDate":6,"date":59979,"description":59980,"extension":65,"image":6,"meta":59981,"navigation":67,"path":59982,"publishedAt":59983,"seo":59984,"stem":59985,"tags":59986,"type":6,"updated":6,"__hash__":59987},"articles\u002Freading\u002Farticles\u002F2026-07-12-yen-weak-food-price-surge.md","円安162円台と7月の食品2566品目値上げ｜家計への波及まとめ",{"type":8,"value":59930,"toc":59974},[59931,59934,59936,59948,59961,59964,59966,59969,59971],[11,59932,59933],{},"7月に入り、円安と輸入コスト上昇を背景に食品の値上げが広範囲で進んでいる。帝国データバンクの調査では1か月だけで2566品目が対象となっており、食卓に直結する水準だ。",[15,59935,17],{"id":17},[11,59937,59938,59939,59943,59944,59947],{},"帝国データバンクが2026年6月末に公表した調査（",[22,59940,59942],{"href":53741,"rel":59941},[26],"出典：nippon.com","）によると、2026年7月に値上げが実施される飲食料品は ",[33,59945,59946],{},"2566品目","。加工食品（1084品目）とパン（1078品目）が大半を占め、東洋水産「赤いきつねうどん」・サンヨー食品「サッポロ一番カップスター」・敷島製パン「超熟」・山崎製パン「ロイヤルブレッド」「ダブルソフト」など、日常的に手に取る品が多数含まれる。",[11,59949,59950,59951,59955,59956,59960],{},"値上げの主因は2つ。①中東情勢の悪化を背景にした原材料・エネルギーコストの上昇、②円安による輸入コスト増加だ。外国為替市場では6月30日〜7月1日にかけて1ドル＝162円84銭（",[22,59952,12403],{"href":59953,"rel":59954},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB300CC0Q6A630C2000000\u002F",[26],"）と約39年半ぶりの円安水準を記録。三井住友DSアセットマネジメントのレポート（",[22,59957,28567],{"href":59958,"rel":59959},"https:\u002F\u002Fwww.smd-am.co.jp\u002Fmarket\u002Fichikawa\u002F2026\u002F07\u002Firepo260702\u002F",[26],"）では、日米金利差の拡大が当面の円安圧力になるとみられており、年末に向けて165円を予想する声もある。",[11,59962,59963],{},"年間を通じた値上げ品目数は2万品目台に達する見込みで、単月の2000品目超は今年4月以来3か月ぶりの水準だ。",[15,59965,45],{"id":45},[11,59967,59968],{},"円安が続く限り輸入原材料コストへの圧力は残りやすく、食品値上げが一過性で収まらない可能性がある。特に即席麺・食パンなどの「安価な主食」が値上がりするのは、食費を切り詰めても防ぎにくい家計への圧力だ。NISAや貯蓄で資産運用を考えるうえでも、物価上昇分を差し引いた「実質リターン」を意識する局面が続きそうだ。",[15,59970,51],{"id":51},[11,59972,59973],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別商品・銘柄の購入や売却を推奨するものではなく、将来の価格動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":59975},[59976,59977,59978],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-12","7月の食品値上げは2566品目。円安が輸入コストを押し上げ、即席麺・食パン・加工食品が広範囲に値上がり。物価上昇が続く背景と家計への見方を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-12-yen-weak-food-price-surge","2026-07-12T20:00:00+09:00",{"title":59928,"description":59980},"reading\u002Farticles\u002F2026-07-12-yen-weak-food-price-surge",[236,73],"hSuB4PJ3WEMlCTP9fIkYrb3whNwqb2dXYDeqIoxTqM8",{"id":59989,"title":59990,"author":6,"body":59991,"category":73,"dataDate":6,"date":59979,"description":63478,"extension":65,"image":6,"meta":63479,"navigation":67,"path":63480,"publishedAt":63481,"seo":63482,"stem":63483,"tags":63484,"type":6,"updated":6,"__hash__":63485},"articles\u002Freading\u002Farticles\u002F2026-07-12-weekly-earnings.md","今週の注目決算まとめ（2026\u002F7\u002F13週）",{"type":8,"value":59992,"toc":63471},[59993,60007,60011,60013,60106,60110,60114,60116,63444,63446,63456,63458,63467,63469],[11,59994,59995,59996,57522,59999,60002,60003,60006],{},"来週（2026年7月13日〜7月19日）は、",[33,59997,59998],{},"236社",[33,60000,60001],{},"月曜から水曜の3日間","に集中しており、とくに",[33,60004,60005],{},"7月15日（水）に106社","と最多です。コスモス薬品・ビックカメラ・東宝・コメダホールディングスなど消費者に身近な企業も含まれます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後にご確認ください。",[15,60008,60010],{"id":60009},"今週の注目決算713週予定","今週の注目決算（7\u002F13週・予定）",[11,60012,13937],{},[13939,60014,60015],{},[2752,60016,60017,60027],{},[2755,60018,60019],{},[2758,60020,60021,60023,60025],{},[2761,60022,13949],{},[2761,60024,13952],{},[2761,60026,13955],{},[2768,60028,60029,60039,60048,60057,60067,60077,60087,60097],{},[2758,60030,60031,60034,60036],{},[2773,60032,60033],{},"コスモス薬品（3349）",[2773,60035,14167],{},[2773,60037,60038],{},"7\u002F13(月) 15:30",[2758,60040,60041,60044,60046],{},[2773,60042,60043],{},"マネーフォワード（3994）",[2773,60045,13965],{},[2773,60047,60038],{},[2758,60049,60050,60053,60055],{},[2773,60051,60052],{},"Sansan（4443）",[2773,60054,14167],{},[2773,60056,60038],{},[2758,60058,60059,60062,60064],{},[2773,60060,60061],{},"ビックカメラ（3048）",[2773,60063,14110],{},[2773,60065,60066],{},"7\u002F14(火) 12:00",[2758,60068,60069,60072,60074],{},[2773,60070,60071],{},"松竹（9601）",[2773,60073,13976],{},[2773,60075,60076],{},"7\u002F14(火) 14:00",[2758,60078,60079,60082,60084],{},[2773,60080,60081],{},"サイゼリヤ（7581）",[2773,60083,14110],{},[2773,60085,60086],{},"7\u002F14(火) 15:30",[2758,60088,60089,60092,60094],{},[2773,60090,60091],{},"東宝（9602）",[2773,60093,13976],{},[2773,60095,60096],{},"7\u002F15(水) 15:30",[2758,60098,60099,60102,60104],{},[2773,60100,60101],{},"コメダホールディングス（3543）",[2773,60103,13976],{},[2773,60105,60096],{},[11,60107,60108,14034],{},[33,60109,14033],{},[15,60111,60113],{"id":60112},"発表予定の全リスト713719","発表予定の全リスト（7\u002F13〜7\u002F19）",[11,60115,14041],{},[13939,60117,60118],{},[2752,60119,60120,60134],{},[2755,60121,60122],{},[2758,60123,60124,60126,60128,60130,60132],{},[2761,60125,14052],{},[2761,60127,14055],{},[2761,60129,14058],{},[2761,60131,14061],{},[2761,60133,13952],{},[2768,60135,60136,60151,60165,60179,60193,60207,60221,60235,60249,60263,60277,60291,60305,60319,60333,60347,60361,60375,60389,60403,60417,60431,60445,60459,60473,60487,60501,60515,60529,60543,60557,60571,60585,60599,60613,60627,60641,60656,60670,60684,60698,60712,60726,60740,60754,60768,60782,60796,60810,60824,60838,60852,60866,60880,60894,60908,60922,60936,60950,60964,60978,60992,61006,61020,61034,61048,61062,61076,61090,61104,61118,61132,61146,61160,61174,61188,61202,61216,61230,61244,61258,61272,61286,61300,61314,61328,61342,61356,61370,61384,61398,61412,61426,61440,61454,61468,61482,61496,61510,61524,61538,61552,61566,61580,61594,61608,61622,61636,61650,61664,61678,61692,61706,61720,61734,61748,61762,61776,61790,61804,61818,61832,61846,61860,61874,61888,61902,61916,61930,61944,61958,61973,61987,62001,62015,62029,62043,62057,62071,62085,62099,62113,62127,62141,62155,62169,62183,62197,62211,62225,62239,62253,62267,62281,62295,62309,62323,62337,62351,62365,62379,62393,62407,62421,62435,62449,62463,62477,62491,62505,62519,62533,62547,62561,62575,62589,62603,62617,62631,62645,62659,62673,62687,62701,62715,62729,62743,62757,62771,62785,62799,62813,62827,62841,62855,62869,62883,62897,62911,62925,62939,62953,62967,62981,62995,63009,63023,63037,63051,63065,63079,63093,63107,63121,63135,63149,63163,63177,63191,63205,63219,63233,63247,63261,63275,63289,63303,63317,63332,63346,63360,63374,63388,63402,63416,63430],{},[2758,60137,60138,60141,60143,60146,60149],{},[2773,60139,60140],{},"7\u002F13(月)",[2773,60142,14288],{},[2773,60144,60145],{},"4057",[2773,60147,60148],{},"インターファクトリー",[2773,60150,14167],{},[2758,60152,60153,60155,60157,60160,60163],{},[2773,60154,60140],{},[2773,60156,14729],{},[2773,60158,60159],{},"2462",[2773,60161,60162],{},"ライク",[2773,60164,14167],{},[2758,60166,60167,60169,60171,60174,60177],{},[2773,60168,60140],{},[2773,60170,14729],{},[2773,60172,60173],{},"4076",[2773,60175,60176],{},"シイエヌエス",[2773,60178,14167],{},[2758,60180,60181,60183,60185,60188,60191],{},[2773,60182,60140],{},[2773,60184,14729],{},[2773,60186,60187],{},"6217",[2773,60189,60190],{},"津田駒工業",[2773,60192,13965],{},[2758,60194,60195,60197,60199,60202,60205],{},[2773,60196,60140],{},[2773,60198,14729],{},[2773,60200,60201],{},"8095",[2773,60203,60204],{},"アステナホールディングス",[2773,60206,13965],{},[2758,60208,60209,60211,60213,60216,60219],{},[2773,60210,60140],{},[2773,60212,15053],{},[2773,60214,60215],{},"1376",[2773,60217,60218],{},"カネコ種苗",[2773,60220,14167],{},[2758,60222,60223,60225,60227,60230,60233],{},[2773,60224,60140],{},[2773,60226,15053],{},[2773,60228,60229],{},"1377",[2773,60231,60232],{},"サカタのタネ",[2773,60234,14167],{},[2758,60236,60237,60239,60241,60244,60247],{},[2773,60238,60140],{},[2773,60240,15053],{},[2773,60242,60243],{},"2186",[2773,60245,60246],{},"ソーバル",[2773,60248,13976],{},[2758,60250,60251,60253,60255,60258,60261],{},[2773,60252,60140],{},[2773,60254,15053],{},[2773,60256,60257],{},"2305",[2773,60259,60260],{},"スタジオアリス",[2773,60262,13976],{},[2758,60264,60265,60267,60269,60272,60275],{},[2773,60266,60140],{},[2773,60268,15053],{},[2773,60270,60271],{},"3075",[2773,60273,60274],{},"銚子丸",[2773,60276,13976],{},[2758,60278,60279,60281,60283,60286,60289],{},[2773,60280,60140],{},[2773,60282,15053],{},[2773,60284,60285],{},"3087",[2773,60287,60288],{},"ドトール・日レスホールディングス",[2773,60290,13976],{},[2758,60292,60293,60295,60297,60300,60303],{},[2773,60294,60140],{},[2773,60296,15053],{},[2773,60298,60299],{},"3148",[2773,60301,60302],{},"クリエイトＳＤホールディングス",[2773,60304,14167],{},[2758,60306,60307,60309,60311,60314,60317],{},[2773,60308,60140],{},[2773,60310,15053],{},[2773,60312,60313],{},"3168",[2773,60315,60316],{},"ＭＥＲＦ",[2773,60318,14110],{},[2758,60320,60321,60323,60325,60328,60331],{},[2773,60322,60140],{},[2773,60324,15053],{},[2773,60326,60327],{},"3236",[2773,60329,60330],{},"プロパスト",[2773,60332,14167],{},[2758,60334,60335,60337,60339,60342,60345],{},[2773,60336,60140],{},[2773,60338,15053],{},[2773,60340,60341],{},"3349",[2773,60343,60344],{},"コスモス薬品",[2773,60346,14167],{},[2758,60348,60349,60351,60353,60356,60359],{},[2773,60350,60140],{},[2773,60352,15053],{},[2773,60354,60355],{},"3994",[2773,60357,60358],{},"マネーフォワード",[2773,60360,13965],{},[2758,60362,60363,60365,60367,60370,60373],{},[2773,60364,60140],{},[2773,60366,15053],{},[2773,60368,60369],{},"4199",[2773,60371,60372],{},"ワンダープラネット",[2773,60374,14110],{},[2758,60376,60377,60379,60381,60384,60387],{},[2773,60378,60140],{},[2773,60380,15053],{},[2773,60382,60383],{},"4443",[2773,60385,60386],{},"Ｓａｎｓａｎ",[2773,60388,14167],{},[2758,60390,60391,60393,60395,60398,60401],{},[2773,60392,60140],{},[2773,60394,15053],{},[2773,60396,60397],{},"4465",[2773,60399,60400],{},"ニイタカ",[2773,60402,14167],{},[2758,60404,60405,60407,60409,60412,60415],{},[2773,60406,60140],{},[2773,60408,15053],{},[2773,60410,60411],{},"5250",[2773,60413,60414],{},"ＧＭＯプライム・ストラテジー",[2773,60416,13965],{},[2758,60418,60419,60421,60423,60426,60429],{},[2773,60420,60140],{},[2773,60422,15053],{},[2773,60424,60425],{},"7085",[2773,60427,60428],{},"カーブスホールディングス",[2773,60430,14110],{},[2758,60432,60433,60435,60437,60440,60443],{},[2773,60434,60140],{},[2773,60436,15053],{},[2773,60438,60439],{},"7513",[2773,60441,60442],{},"コジマ",[2773,60444,14110],{},[2758,60446,60447,60449,60451,60454,60457],{},[2773,60448,60140],{},[2773,60450,15053],{},[2773,60452,60453],{},"8181",[2773,60455,60456],{},"東天紅",[2773,60458,13976],{},[2758,60460,60461,60463,60465,60468,60471],{},[2773,60462,60140],{},[2773,60464,15053],{},[2773,60466,60467],{},"9216",[2773,60469,60470],{},"ビーウィズ",[2773,60472,14167],{},[2758,60474,60475,60477,60479,60482,60485],{},[2773,60476,60140],{},[2773,60478,15053],{},[2773,60480,60481],{},"9278",[2773,60483,60484],{},"ブックオフグループホールディングス",[2773,60486,14167],{},[2758,60488,60489,60491,60493,60496,60499],{},[2773,60490,60140],{},[2773,60492,16922],{},[2773,60494,60495],{},"1401",[2773,60497,60498],{},"エムビーエス",[2773,60500,14167],{},[2758,60502,60503,60505,60507,60510,60513],{},[2773,60504,60140],{},[2773,60506,16922],{},[2773,60508,60509],{},"2338",[2773,60511,60512],{},"クオンタムソリューションズ",[2773,60514,13976],{},[2758,60516,60517,60519,60521,60524,60527],{},[2773,60518,60140],{},[2773,60520,16922],{},[2773,60522,60523],{},"2736",[2773,60525,60526],{},"フェスタリアホールディングス",[2773,60528,14110],{},[2758,60530,60531,60533,60535,60538,60541],{},[2773,60532,60140],{},[2773,60534,16922],{},[2773,60536,60537],{},"3080",[2773,60539,60540],{},"ジェーソン",[2773,60542,13976],{},[2758,60544,60545,60547,60549,60552,60555],{},[2773,60546,60140],{},[2773,60548,16922],{},[2773,60550,60551],{},"3907",[2773,60553,60554],{},"シリコンスタジオ",[2773,60556,13965],{},[2758,60558,60559,60561,60563,60566,60569],{},[2773,60560,60140],{},[2773,60562,16922],{},[2773,60564,60565],{},"7725",[2773,60567,60568],{},"インターアクション",[2773,60570,14167],{},[2758,60572,60573,60575,60577,60580,60583],{},[2773,60574,60140],{},[2773,60576,16922],{},[2773,60578,60579],{},"8289",[2773,60581,60582],{},"Ｏｌｙｍｐｉｃグループ",[2773,60584,13976],{},[2758,60586,60587,60589,60591,60594,60597],{},[2773,60588,60140],{},[2773,60590,16922],{},[2773,60592,60593],{},"9265",[2773,60595,60596],{},"ヤマシタヘルスケアホールディングス",[2773,60598,14167],{},[2758,60600,60601,60603,60605,60608,60611],{},[2773,60602,60140],{},[2773,60604,16922],{},[2773,60606,60607],{},"9661",[2773,60609,60610],{},"歌舞伎座",[2773,60612,13976],{},[2758,60614,60615,60617,60619,60622,60625],{},[2773,60616,60140],{},[2773,60618,14073],{},[2773,60620,60621],{},"463A",[2773,60623,60624],{},"インテリックスホールディングス",[2773,60626,14167],{},[2758,60628,60629,60631,60633,60636,60639],{},[2773,60630,60140],{},[2773,60632,14073],{},[2773,60634,60635],{},"7815",[2773,60637,60638],{},"東京ボード工業",[2773,60640,13976],{},[2758,60642,60643,60646,60648,60651,60654],{},[2773,60644,60645],{},"7\u002F14(火)",[2773,60647,14288],{},[2773,60649,60650],{},"3048",[2773,60652,60653],{},"ビックカメラ",[2773,60655,14110],{},[2758,60657,60658,60660,60662,60665,60668],{},[2773,60659,60645],{},[2773,60661,14288],{},[2773,60663,60664],{},"4432",[2773,60666,60667],{},"ウイングアーク１ｓｔ",[2773,60669,13976],{},[2758,60671,60672,60674,60676,60679,60682],{},[2773,60673,60645],{},[2773,60675,14288],{},[2773,60677,60678],{},"4440",[2773,60680,60681],{},"ヴィッツ",[2773,60683,14110],{},[2758,60685,60686,60688,60690,60693,60696],{},[2773,60687,60645],{},[2773,60689,14288],{},[2773,60691,60692],{},"6521",[2773,60694,60695],{},"オキサイド",[2773,60697,13976],{},[2758,60699,60700,60702,60704,60707,60710],{},[2773,60701,60645],{},[2773,60703,14288],{},[2773,60705,60706],{},"7608",[2773,60708,60709],{},"エスケイジャパン",[2773,60711,13976],{},[2758,60713,60714,60716,60718,60721,60724],{},[2773,60715,60645],{},[2773,60717,14288],{},[2773,60719,60720],{},"7805",[2773,60722,60723],{},"プリントネット",[2773,60725,14110],{},[2758,60727,60728,60730,60732,60735,60738],{},[2773,60729,60645],{},[2773,60731,14402],{},[2773,60733,60734],{},"3892",[2773,60736,60737],{},"岡山製紙",[2773,60739,14167],{},[2758,60741,60742,60744,60746,60749,60752],{},[2773,60743,60645],{},[2773,60745,14402],{},[2773,60747,60748],{},"4015",[2773,60750,60751],{},"ペイクラウドホールディングス",[2773,60753,14110],{},[2758,60755,60756,60758,60760,60763,60766],{},[2773,60757,60645],{},[2773,60759,14402],{},[2773,60761,60762],{},"7434",[2773,60764,60765],{},"オータケ",[2773,60767,14167],{},[2758,60769,60770,60772,60774,60777,60780],{},[2773,60771,60645],{},[2773,60773,14529],{},[2773,60775,60776],{},"3177",[2773,60778,60779],{},"ありがとうサービス",[2773,60781,13976],{},[2758,60783,60784,60786,60788,60791,60794],{},[2773,60785,60645],{},[2773,60787,14544],{},[2773,60789,60790],{},"9601",[2773,60792,60793],{},"松竹",[2773,60795,13976],{},[2758,60797,60798,60800,60802,60805,60808],{},[2773,60799,60645],{},[2773,60801,14672],{},[2773,60803,60804],{},"3181",[2773,60806,60807],{},"買取王国",[2773,60809,13976],{},[2758,60811,60812,60814,60816,60819,60822],{},[2773,60813,60645],{},[2773,60815,14729],{},[2773,60817,60818],{},"189A",[2773,60820,60821],{},"Ｄ＆Ｍカンパニー",[2773,60823,14167],{},[2758,60825,60826,60828,60830,60833,60836],{},[2773,60827,60645],{},[2773,60829,14729],{},[2773,60831,60832],{},"3297",[2773,60834,60835],{},"東武住販",[2773,60837,14167],{},[2758,60839,60840,60842,60844,60847,60850],{},[2773,60841,60645],{},[2773,60843,14729],{},[2773,60845,60846],{},"4673",[2773,60848,60849],{},"川崎地質",[2773,60851,13965],{},[2758,60853,60854,60856,60858,60861,60864],{},[2773,60855,60645],{},[2773,60857,14729],{},[2773,60859,60860],{},"6474",[2773,60862,60863],{},"不二越",[2773,60865,13965],{},[2758,60867,60868,60870,60872,60875,60878],{},[2773,60869,60645],{},[2773,60871,14729],{},[2773,60873,60874],{},"7520",[2773,60876,60877],{},"エコス",[2773,60879,13976],{},[2758,60881,60882,60884,60886,60889,60892],{},[2773,60883,60645],{},[2773,60885,14729],{},[2773,60887,60888],{},"7713",[2773,60890,60891],{},"シグマ光機",[2773,60893,14167],{},[2758,60895,60896,60898,60900,60903,60906],{},[2773,60897,60645],{},[2773,60899,14729],{},[2773,60901,60902],{},"7847",[2773,60904,60905],{},"グラファイトデザイン",[2773,60907,13976],{},[2758,60909,60910,60912,60914,60917,60920],{},[2773,60911,60645],{},[2773,60913,24628],{},[2773,60915,60916],{},"3065",[2773,60918,60919],{},"ライフフーズ",[2773,60921,13976],{},[2758,60923,60924,60926,60928,60931,60934],{},[2773,60925,60645],{},[2773,60927,15053],{},[2773,60929,60930],{},"138A",[2773,60932,60933],{},"光フードサービス",[2773,60935,13965],{},[2758,60937,60938,60940,60942,60945,60948],{},[2773,60939,60645],{},[2773,60941,15053],{},[2773,60943,60944],{},"156A",[2773,60946,60947],{},"マテリアルグループ",[2773,60949,14110],{},[2758,60951,60952,60954,60956,60959,60962],{},[2773,60953,60645],{},[2773,60955,15053],{},[2773,60957,60958],{},"1419",[2773,60960,60961],{},"タマホーム",[2773,60963,14167],{},[2758,60965,60966,60968,60970,60973,60976],{},[2773,60967,60645],{},[2773,60969,15053],{},[2773,60971,60972],{},"1434",[2773,60974,60975],{},"ＪＥＳＣＯホールディングス",[2773,60977,14110],{},[2758,60979,60980,60982,60984,60987,60990],{},[2773,60981,60645],{},[2773,60983,15053],{},[2773,60985,60986],{},"228A",[2773,60988,60989],{},"オプロ",[2773,60991,13965],{},[2758,60993,60994,60996,60998,61001,61004],{},[2773,60995,60645],{},[2773,60997,15053],{},[2773,60999,61000],{},"2153",[2773,61002,61003],{},"Ｅ・Ｊホールディングス",[2773,61005,14167],{},[2758,61007,61008,61010,61012,61015,61018],{},[2773,61009,60645],{},[2773,61011,15053],{},[2773,61013,61014],{},"2292",[2773,61016,61017],{},"Ｓ Ｆｏｏｄｓ",[2773,61019,13976],{},[2758,61021,61022,61024,61026,61029,61032],{},[2773,61023,60645],{},[2773,61025,15053],{},[2773,61027,61028],{},"2471",[2773,61030,61031],{},"エスプール",[2773,61033,13965],{},[2758,61035,61036,61038,61040,61043,61046],{},[2773,61037,60645],{},[2773,61039,15053],{},[2773,61041,61042],{},"2668",[2773,61044,61045],{},"タビオ",[2773,61047,13976],{},[2758,61049,61050,61052,61054,61057,61060],{},[2773,61051,60645],{},[2773,61053,15053],{},[2773,61055,61056],{},"2722",[2773,61058,61059],{},"ＩＫホールディングス",[2773,61061,14167],{},[2758,61063,61064,61066,61068,61071,61074],{},[2773,61065,60645],{},[2773,61067,15053],{},[2773,61069,61070],{},"276A",[2773,61072,61073],{},"ククレブ・アドバイザーズ",[2773,61075,14110],{},[2758,61077,61078,61080,61082,61085,61088],{},[2773,61079,60645],{},[2773,61081,15053],{},[2773,61083,61084],{},"3139",[2773,61086,61087],{},"ラクト・ジャパン",[2773,61089,13965],{},[2758,61091,61092,61094,61096,61099,61102],{},[2773,61093,60645],{},[2773,61095,15053],{},[2773,61097,61098],{},"3160",[2773,61100,61101],{},"大光",[2773,61103,14167],{},[2758,61105,61106,61108,61110,61113,61116],{},[2773,61107,60645],{},[2773,61109,15053],{},[2773,61111,61112],{},"3198",[2773,61114,61115],{},"ＳＦＰホールディングス",[2773,61117,13976],{},[2758,61119,61120,61122,61124,61127,61130],{},[2773,61121,60645],{},[2773,61123,15053],{},[2773,61125,61126],{},"3223",[2773,61128,61129],{},"エスエルディー",[2773,61131,13976],{},[2758,61133,61134,61136,61138,61141,61144],{},[2773,61135,60645],{},[2773,61137,15053],{},[2773,61139,61140],{},"3267",[2773,61142,61143],{},"フィル・カンパニー",[2773,61145,13965],{},[2758,61147,61148,61150,61152,61155,61158],{},[2773,61149,60645],{},[2773,61151,15053],{},[2773,61153,61154],{},"339A",[2773,61156,61157],{},"プログレス・テクノロジーズ グループ",[2773,61159,13976],{},[2758,61161,61162,61164,61166,61169,61172],{},[2773,61163,60645],{},[2773,61165,15053],{},[2773,61167,61168],{},"340A",[2773,61170,61171],{},"ジグザグ",[2773,61173,14167],{},[2758,61175,61176,61178,61180,61183,61186],{},[2773,61177,60645],{},[2773,61179,15053],{},[2773,61181,61182],{},"3501",[2773,61184,61185],{},"ＳＵＭＩＮＯＥ",[2773,61187,14167],{},[2758,61189,61190,61192,61194,61197,61200],{},[2773,61191,60645],{},[2773,61193,15053],{},[2773,61195,61196],{},"3562",[2773,61198,61199],{},"Ｎｏ．１",[2773,61201,13976],{},[2758,61203,61204,61206,61208,61211,61214],{},[2773,61205,60645],{},[2773,61207,15053],{},[2773,61209,61210],{},"3608",[2773,61212,61213],{},"ＴＳＩホールディングス",[2773,61215,13976],{},[2758,61217,61218,61220,61222,61225,61228],{},[2773,61219,60645],{},[2773,61221,15053],{},[2773,61223,61224],{},"3627",[2773,61226,61227],{},"テクミラホールディングス",[2773,61229,13976],{},[2758,61231,61232,61234,61236,61239,61242],{},[2773,61233,60645],{},[2773,61235,15053],{},[2773,61237,61238],{},"3760",[2773,61240,61241],{},"ケイブ",[2773,61243,14167],{},[2758,61245,61246,61248,61250,61253,61256],{},[2773,61247,60645],{},[2773,61249,15053],{},[2773,61251,61252],{},"3922",[2773,61254,61255],{},"ＰＲ ＴＩＭＥＳ",[2773,61257,13976],{},[2758,61259,61260,61262,61264,61267,61270],{},[2773,61261,60645],{},[2773,61263,15053],{},[2773,61265,61266],{},"3991",[2773,61268,61269],{},"ウォンテッドリー",[2773,61271,14110],{},[2758,61273,61274,61276,61278,61281,61284],{},[2773,61275,60645],{},[2773,61277,15053],{},[2773,61279,61280],{},"4430",[2773,61282,61283],{},"東海ソフト",[2773,61285,14167],{},[2758,61287,61288,61290,61292,61295,61298],{},[2773,61289,60645],{},[2773,61291,15053],{},[2773,61293,61294],{},"4616",[2773,61296,61297],{},"川上塗料",[2773,61299,13965],{},[2758,61301,61302,61304,61306,61309,61312],{},[2773,61303,60645],{},[2773,61305,15053],{},[2773,61307,61308],{},"5575",[2773,61310,61311],{},"Ｇｌｏｂｅｅ",[2773,61313,14167],{},[2758,61315,61316,61318,61320,61323,61326],{},[2773,61317,60645],{},[2773,61319,15053],{},[2773,61321,61322],{},"5580",[2773,61324,61325],{},"プロディライト",[2773,61327,14110],{},[2758,61329,61330,61332,61334,61337,61340],{},[2773,61331,60645],{},[2773,61333,15053],{},[2773,61335,61336],{},"5885",[2773,61338,61339],{},"ジーデップ・アドバンス",[2773,61341,14167],{},[2758,61343,61344,61346,61348,61351,61354],{},[2773,61345,60645],{},[2773,61347,15053],{},[2773,61349,61350],{},"6083",[2773,61352,61353],{},"ＥＲＩホールディングス",[2773,61355,14167],{},[2758,61357,61358,61360,61362,61365,61368],{},[2773,61359,60645],{},[2773,61361,15053],{},[2773,61363,61364],{},"6496",[2773,61366,61367],{},"中北製作所",[2773,61369,14167],{},[2758,61371,61372,61374,61376,61379,61382],{},[2773,61373,60645],{},[2773,61375,15053],{},[2773,61377,61378],{},"7077",[2773,61380,61381],{},"ＡＬｉＮＫインターネット",[2773,61383,13976],{},[2758,61385,61386,61388,61390,61393,61396],{},[2773,61387,60645],{},[2773,61389,15053],{},[2773,61391,61392],{},"7083",[2773,61394,61395],{},"ＡＨＣグループ",[2773,61397,13965],{},[2758,61399,61400,61402,61404,61407,61410],{},[2773,61401,60645],{},[2773,61403,15053],{},[2773,61405,61406],{},"7581",[2773,61408,61409],{},"サイゼリヤ",[2773,61411,14110],{},[2758,61413,61414,61416,61418,61421,61424],{},[2773,61415,60645],{},[2773,61417,15053],{},[2773,61419,61420],{},"7599",[2773,61422,61423],{},"ＩＤＯＭ",[2773,61425,13976],{},[2758,61427,61428,61430,61432,61435,61438],{},[2773,61429,60645],{},[2773,61431,15053],{},[2773,61433,61434],{},"7673",[2773,61436,61437],{},"ダイコー通産",[2773,61439,14167],{},[2758,61441,61442,61444,61446,61449,61452],{},[2773,61443,60645],{},[2773,61445,15053],{},[2773,61447,61448],{},"7888",[2773,61450,61451],{},"三光合成",[2773,61453,14167],{},[2758,61455,61456,61458,61460,61463,61466],{},[2773,61457,60645],{},[2773,61459,15053],{},[2773,61461,61462],{},"8237",[2773,61464,61465],{},"松屋",[2773,61467,13976],{},[2758,61469,61470,61472,61474,61477,61480],{},[2773,61471,60645],{},[2773,61473,15053],{},[2773,61475,61476],{},"8273",[2773,61478,61479],{},"イズミ",[2773,61481,13976],{},[2758,61483,61484,61486,61488,61491,61494],{},[2773,61485,60645],{},[2773,61487,15053],{},[2773,61489,61490],{},"8904",[2773,61492,61493],{},"ＡＶＡＮＴＩＡ",[2773,61495,14110],{},[2758,61497,61498,61500,61502,61505,61508],{},[2773,61499,60645],{},[2773,61501,15053],{},[2773,61503,61504],{},"9168",[2773,61506,61507],{},"ライズ・コンサルティング・グループ",[2773,61509,13976],{},[2758,61511,61512,61514,61516,61519,61522],{},[2773,61513,60645],{},[2773,61515,15053],{},[2773,61517,61518],{},"9264",[2773,61520,61521],{},"ポエック",[2773,61523,14110],{},[2758,61525,61526,61528,61530,61533,61536],{},[2773,61527,60645],{},[2773,61529,15053],{},[2773,61531,61532],{},"9812",[2773,61534,61535],{},"テーオーホールディングス",[2773,61537,14167],{},[2758,61539,61540,61542,61544,61547,61550],{},[2773,61541,60645],{},[2773,61543,15053],{},[2773,61545,61546],{},"9837",[2773,61548,61549],{},"モリト",[2773,61551,13965],{},[2758,61553,61554,61556,61558,61561,61564],{},[2773,61555,60645],{},[2773,61557,15053],{},[2773,61559,61560],{},"9842",[2773,61562,61563],{},"アークランズ",[2773,61565,13976],{},[2758,61567,61568,61570,61572,61575,61578],{},[2773,61569,60645],{},[2773,61571,15053],{},[2773,61573,61574],{},"9993",[2773,61576,61577],{},"ヤマザワ",[2773,61579,13976],{},[2758,61581,61582,61584,61586,61589,61592],{},[2773,61583,60645],{},[2773,61585,16922],{},[2773,61587,61588],{},"135A",[2773,61590,61591],{},"ＶＲＡＩＮ Ｓｏｌｕｔｉｏｎ",[2773,61593,13976],{},[2758,61595,61596,61598,61600,61603,61606],{},[2773,61597,60645],{},[2773,61599,16922],{},[2773,61601,61602],{},"2872",[2773,61604,61605],{},"セイヒョー",[2773,61607,13976],{},[2758,61609,61610,61612,61614,61617,61620],{},[2773,61611,60645],{},[2773,61613,16922],{},[2773,61615,61616],{},"304A",[2773,61618,61619],{},"フォルシア",[2773,61621,13976],{},[2758,61623,61624,61626,61628,61631,61634],{},[2773,61625,60645],{},[2773,61627,16922],{},[2773,61629,61630],{},"323A",[2773,61632,61633],{},"フライヤー",[2773,61635,13976],{},[2758,61637,61638,61640,61642,61645,61648],{},[2773,61639,60645],{},[2773,61641,16922],{},[2773,61643,61644],{},"365A",[2773,61646,61647],{},"伊澤タオル",[2773,61649,13976],{},[2758,61651,61652,61654,61656,61659,61662],{},[2773,61653,60645],{},[2773,61655,16922],{},[2773,61657,61658],{},"3647",[2773,61660,61661],{},"アスリナ",[2773,61663,14110],{},[2758,61665,61666,61668,61670,61673,61676],{},[2773,61667,60645],{},[2773,61669,16922],{},[2773,61671,61672],{},"3678",[2773,61674,61675],{},"メディアドゥ",[2773,61677,13976],{},[2758,61679,61680,61682,61684,61687,61690],{},[2773,61681,60645],{},[2773,61683,16922],{},[2773,61685,61686],{},"3967",[2773,61688,61689],{},"エルテス",[2773,61691,13976],{},[2758,61693,61694,61696,61698,61701,61704],{},[2773,61695,60645],{},[2773,61697,16922],{},[2773,61699,61700],{},"4429",[2773,61702,61703],{},"リックソフト",[2773,61705,13976],{},[2758,61707,61708,61710,61712,61715,61718],{},[2773,61709,60645],{},[2773,61711,16922],{},[2773,61713,61714],{},"4668",[2773,61716,61717],{},"明光ネットワークジャパン",[2773,61719,14110],{},[2758,61721,61722,61724,61726,61729,61732],{},[2773,61723,60645],{},[2773,61725,16922],{},[2773,61727,61728],{},"4885",[2773,61730,61731],{},"室町ケミカル",[2773,61733,14167],{},[2758,61735,61736,61738,61740,61743,61746],{},[2773,61737,60645],{},[2773,61739,16922],{},[2773,61741,61742],{},"5246",[2773,61744,61745],{},"ＥＬＥＭＥＮＴＳ",[2773,61747,13965],{},[2758,61749,61750,61752,61754,61757,61760],{},[2773,61751,60645],{},[2773,61753,16922],{},[2773,61755,61756],{},"5527",[2773,61758,61759],{},"ｐｒｏｐｅｒｔｙ ｔｅｃｈｎｏｌｏｇｉｅｓ",[2773,61761,13965],{},[2758,61763,61764,61766,61768,61771,61774],{},[2773,61765,60645],{},[2773,61767,16922],{},[2773,61769,61770],{},"5578",[2773,61772,61773],{},"ＡＲアドバンストテクノロジ",[2773,61775,14110],{},[2758,61777,61778,61780,61782,61785,61788],{},[2773,61779,60645],{},[2773,61781,16922],{},[2773,61783,61784],{},"6634",[2773,61786,61787],{},"ＪＮグループ",[2773,61789,13965],{},[2758,61791,61792,61794,61796,61799,61802],{},[2773,61793,60645],{},[2773,61795,16922],{},[2773,61797,61798],{},"8143",[2773,61800,61801],{},"ラピーヌ",[2773,61803,13976],{},[2758,61805,61806,61808,61810,61813,61816],{},[2773,61807,60645],{},[2773,61809,16922],{},[2773,61811,61812],{},"9326",[2773,61814,61815],{},"関通ホールディングス",[2773,61817,13976],{},[2758,61819,61820,61822,61824,61827,61830],{},[2773,61821,60645],{},[2773,61823,16922],{},[2773,61825,61826],{},"9331",[2773,61828,61829],{},"キャスター",[2773,61831,14110],{},[2758,61833,61834,61836,61838,61841,61844],{},[2773,61835,60645],{},[2773,61837,17469],{},[2773,61839,61840],{},"3083",[2773,61842,61843],{},"スターシーズ",[2773,61845,13976],{},[2758,61847,61848,61850,61852,61855,61858],{},[2773,61849,60645],{},[2773,61851,17469],{},[2773,61853,61854],{},"3387",[2773,61856,61857],{},"クリエイト・レストランツ・ホールディングス",[2773,61859,13976],{},[2758,61861,61862,61864,61866,61869,61872],{},[2773,61863,60645],{},[2773,61865,17540],{},[2773,61867,61868],{},"274A",[2773,61870,61871],{},"ガーデン",[2773,61873,13976],{},[2758,61875,61876,61878,61880,61883,61886],{},[2773,61877,60645],{},[2773,61879,17540],{},[2773,61881,61882],{},"4920",[2773,61884,61885],{},"日本色材工業研究所",[2773,61887,13976],{},[2758,61889,61890,61892,61894,61897,61900],{},[2773,61891,60645],{},[2773,61893,17540],{},[2773,61895,61896],{},"9215",[2773,61898,61899],{},"ＣａＳｙ",[2773,61901,13965],{},[2758,61903,61904,61906,61908,61911,61914],{},[2773,61905,60645],{},[2773,61907,14073],{},[2773,61909,61910],{},"402A",[2773,61912,61913],{},"アクセルスペースホールディングス",[2773,61915,14167],{},[2758,61917,61918,61920,61922,61925,61928],{},[2773,61919,60645],{},[2773,61921,14073],{},[2773,61923,61924],{},"464A",[2773,61926,61927],{},"ＱＰＳホールディングス",[2773,61929,14167],{},[2758,61931,61932,61934,61936,61939,61942],{},[2773,61933,60645],{},[2773,61935,14073],{},[2773,61937,61938],{},"505A",[2773,61940,61941],{},"ギークリー",[2773,61943,14167],{},[2758,61945,61946,61948,61950,61953,61956],{},[2773,61947,60645],{},[2773,61949,14073],{},[2773,61951,61952],{},"542A",[2773,61954,61955],{},"ビタブリッドジャパン",[2773,61957,13976],{},[2758,61959,61960,61963,61965,61968,61971],{},[2773,61961,61962],{},"7\u002F15(水)",[2773,61964,17710],{},[2773,61966,61967],{},"1407",[2773,61969,61970],{},"ウエストホールディングス",[2773,61972,14110],{},[2758,61974,61975,61977,61979,61982,61985],{},[2773,61976,61962],{},[2773,61978,14203],{},[2773,61980,61981],{},"190A",[2773,61983,61984],{},"Ｃｈｏｒｄｉａ Ｔｈｅｒａｐｅｕｔｉｃｓ",[2773,61986,14110],{},[2758,61988,61989,61991,61993,61996,61999],{},[2773,61990,61962],{},[2773,61992,14203],{},[2773,61994,61995],{},"3935",[2773,61997,61998],{},"エディア",[2773,62000,13976],{},[2758,62002,62003,62005,62007,62010,62013],{},[2773,62004,61962],{},[2773,62006,14203],{},[2773,62008,62009],{},"4434",[2773,62011,62012],{},"サーバーワークス",[2773,62014,13976],{},[2758,62016,62017,62019,62021,62024,62027],{},[2773,62018,61962],{},[2773,62020,14288],{},[2773,62022,62023],{},"9381",[2773,62025,62026],{},"エーアイテイー",[2773,62028,13976],{},[2758,62030,62031,62033,62035,62038,62041],{},[2773,62032,61962],{},[2773,62034,14387],{},[2773,62036,62037],{},"3021",[2773,62039,62040],{},"パシフィックネット",[2773,62042,14167],{},[2758,62044,62045,62047,62049,62052,62055],{},[2773,62046,61962],{},[2773,62048,14387],{},[2773,62050,62051],{},"7065",[2773,62053,62054],{},"ユーピーアール",[2773,62056,14110],{},[2758,62058,62059,62061,62063,62066,62069],{},[2773,62060,61962],{},[2773,62062,14529],{},[2773,62064,62065],{},"3536",[2773,62067,62068],{},"アクサスホールディングス",[2773,62070,14110],{},[2758,62072,62073,62075,62077,62080,62083],{},[2773,62074,61962],{},[2773,62076,14544],{},[2773,62078,62079],{},"1887",[2773,62081,62082],{},"日本国土開発",[2773,62084,14167],{},[2758,62086,62087,62089,62091,62094,62097],{},[2773,62088,61962],{},[2773,62090,14544],{},[2773,62092,62093],{},"5078",[2773,62095,62096],{},"セレコーポレーション",[2773,62098,13976],{},[2758,62100,62101,62103,62105,62108,62111],{},[2773,62102,61962],{},[2773,62104,14544],{},[2773,62106,62107],{},"8167",[2773,62109,62110],{},"リテールパートナーズ",[2773,62112,13976],{},[2758,62114,62115,62117,62119,62122,62125],{},[2773,62116,61962],{},[2773,62118,14672],{},[2773,62120,62121],{},"5817",[2773,62123,62124],{},"ＪＭＡＣＳ",[2773,62126,13976],{},[2758,62128,62129,62131,62133,62136,62139],{},[2773,62130,61962],{},[2773,62132,14729],{},[2773,62134,62135],{},"3189",[2773,62137,62138],{},"ＡＮＡＰホールディングス",[2773,62140,14110],{},[2758,62142,62143,62145,62147,62150,62153],{},[2773,62144,61962],{},[2773,62146,14729],{},[2773,62148,62149],{},"6150",[2773,62151,62152],{},"タケダ機械",[2773,62154,14167],{},[2758,62156,62157,62159,62161,62164,62167],{},[2773,62158,61962],{},[2773,62160,14729],{},[2773,62162,62163],{},"7719",[2773,62165,62166],{},"東京衡機",[2773,62168,13976],{},[2758,62170,62171,62173,62175,62178,62181],{},[2773,62172,61962],{},[2773,62174,14729],{},[2773,62176,62177],{},"9778",[2773,62179,62180],{},"昴",[2773,62182,13976],{},[2758,62184,62185,62187,62189,62192,62195],{},[2773,62186,61962],{},[2773,62188,15053],{},[2773,62190,62191],{},"198A",[2773,62193,62194],{},"ＰｏｓｔＰｒｉｍｅ",[2773,62196,14167],{},[2758,62198,62199,62201,62203,62206,62209],{},[2773,62200,61962],{},[2773,62202,15053],{},[2773,62204,62205],{},"205A",[2773,62207,62208],{},"ロゴスホールディングス",[2773,62210,14167],{},[2758,62212,62213,62215,62217,62220,62223],{},[2773,62214,61962],{},[2773,62216,15053],{},[2773,62218,62219],{},"2337",[2773,62221,62222],{},"いちご",[2773,62224,13976],{},[2758,62226,62227,62229,62231,62234,62237],{},[2773,62228,61962],{},[2773,62230,15053],{},[2773,62232,62233],{},"2437",[2773,62235,62236],{},"Ｓｈｉｎｗａ Ｗｉｓｅ Ｈｏｌｄｉｎｇｓ",[2773,62238,14167],{},[2758,62240,62241,62243,62245,62248,62251],{},[2773,62242,61962],{},[2773,62244,15053],{},[2773,62246,62247],{},"2449",[2773,62249,62250],{},"プラップジャパン",[2773,62252,14110],{},[2758,62254,62255,62257,62259,62262,62265],{},[2773,62256,61962],{},[2773,62258,15053],{},[2773,62260,62261],{},"2484",[2773,62263,62264],{},"出前館",[2773,62266,14110],{},[2758,62268,62269,62271,62273,62276,62279],{},[2773,62270,61962],{},[2773,62272,15053],{},[2773,62274,62275],{},"277A",[2773,62277,62278],{},"グロービング",[2773,62280,14167],{},[2758,62282,62283,62285,62287,62290,62293],{},[2773,62284,61962],{},[2773,62286,15053],{},[2773,62288,62289],{},"2927",[2773,62291,62292],{},"ＡＦＣ－ＨＤアムスライフサイエンス",[2773,62294,14110],{},[2758,62296,62297,62299,62301,62304,62307],{},[2773,62298,61962],{},[2773,62300,15053],{},[2773,62302,62303],{},"2930",[2773,62305,62306],{},"北の達人コーポレーション",[2773,62308,13976],{},[2758,62310,62311,62313,62315,62318,62321],{},[2773,62312,61962],{},[2773,62314,15053],{},[2773,62316,62317],{},"2934",[2773,62319,62320],{},"ジェイフロンティア",[2773,62322,14167],{},[2758,62324,62325,62327,62329,62332,62335],{},[2773,62326,61962],{},[2773,62328,15053],{},[2773,62330,62331],{},"3201",[2773,62333,62334],{},"日本毛織",[2773,62336,13965],{},[2758,62338,62339,62341,62343,62346,62349],{},[2773,62340,61962],{},[2773,62342,15053],{},[2773,62344,62345],{},"3479",[2773,62347,62348],{},"ＴＫＰ",[2773,62350,13976],{},[2758,62352,62353,62355,62357,62360,62363],{},[2773,62354,61962],{},[2773,62356,15053],{},[2773,62358,62359],{},"3543",[2773,62361,62362],{},"コメダホールディングス",[2773,62364,13976],{},[2758,62366,62367,62369,62371,62374,62377],{},[2773,62368,61962],{},[2773,62370,15053],{},[2773,62372,62373],{},"3548",[2773,62375,62376],{},"バロックジャパンリミテッド",[2773,62378,13976],{},[2758,62380,62381,62383,62385,62388,62391],{},[2773,62382,61962],{},[2773,62384,15053],{},[2773,62386,62387],{},"367A",[2773,62389,62390],{},"プリモグローバルホールディングス",[2773,62392,14110],{},[2758,62394,62395,62397,62399,62402,62405],{},[2773,62396,61962],{},[2773,62398,15053],{},[2773,62400,62401],{},"369A",[2773,62403,62404],{},"エータイ",[2773,62406,14110],{},[2758,62408,62409,62411,62413,62416,62419],{},[2773,62410,61962],{},[2773,62412,15053],{},[2773,62414,62415],{},"3697",[2773,62417,62418],{},"ＳＨＩＦＴ",[2773,62420,14110],{},[2758,62422,62423,62425,62427,62430,62433],{},[2773,62424,61962],{},[2773,62426,15053],{},[2773,62428,62429],{},"372A",[2773,62431,62432],{},"レント",[2773,62434,14167],{},[2758,62436,62437,62439,62441,62444,62447],{},[2773,62438,61962],{},[2773,62440,15053],{},[2773,62442,62443],{},"373A",[2773,62445,62446],{},"リップス",[2773,62448,14110],{},[2758,62450,62451,62453,62455,62458,62461],{},[2773,62452,61962],{},[2773,62454,15053],{},[2773,62456,62457],{},"3791",[2773,62459,62460],{},"ＩＧポート",[2773,62462,14167],{},[2758,62464,62465,62467,62469,62472,62475],{},[2773,62466,61962],{},[2773,62468,15053],{},[2773,62470,62471],{},"3810",[2773,62473,62474],{},"サイバーステップホールディングス",[2773,62476,14167],{},[2758,62478,62479,62481,62483,62486,62489],{},[2773,62480,61962],{},[2773,62482,15053],{},[2773,62484,62485],{},"3826",[2773,62487,62488],{},"システムインテグレータ",[2773,62490,13976],{},[2758,62492,62493,62495,62497,62500,62503],{},[2773,62494,61962],{},[2773,62496,15053],{},[2773,62498,62499],{},"3915",[2773,62501,62502],{},"テラスカイ",[2773,62504,13976],{},[2758,62506,62507,62509,62511,62514,62517],{},[2773,62508,61962],{},[2773,62510,15053],{},[2773,62512,62513],{},"4270",[2773,62515,62516],{},"ＢｅｅＸ",[2773,62518,13976],{},[2758,62520,62521,62523,62525,62528,62531],{},[2773,62522,61962],{},[2773,62524,15053],{},[2773,62526,62527],{},"4397",[2773,62529,62530],{},"チームスピリット",[2773,62532,14110],{},[2758,62534,62535,62537,62539,62542,62545],{},[2773,62536,61962],{},[2773,62538,15053],{},[2773,62540,62541],{},"4412",[2773,62543,62544],{},"サイエンスアーツ",[2773,62546,14110],{},[2758,62548,62549,62551,62553,62556,62559],{},[2773,62550,61962],{},[2773,62552,15053],{},[2773,62554,62555],{},"4433",[2773,62557,62558],{},"ヒト・コミュニケーションズ・ホールディングス",[2773,62560,14110],{},[2758,62562,62563,62565,62567,62570,62573],{},[2773,62564,61962],{},[2773,62566,15053],{},[2773,62568,62569],{},"4439",[2773,62571,62572],{},"東名",[2773,62574,14110],{},[2758,62576,62577,62579,62581,62584,62587],{},[2773,62578,61962],{},[2773,62580,15053],{},[2773,62582,62583],{},"5574",[2773,62585,62586],{},"ＡＢＥＪＡ",[2773,62588,14110],{},[2758,62590,62591,62593,62595,62598,62601],{},[2773,62592,61962],{},[2773,62594,15053],{},[2773,62596,62597],{},"6047",[2773,62599,62600],{},"Ｇｕｎｏｓｙ",[2773,62602,14167],{},[2758,62604,62605,62607,62609,62612,62615],{},[2773,62606,61962],{},[2773,62608,15053],{},[2773,62610,62611],{},"6058",[2773,62613,62614],{},"ベクトル",[2773,62616,13976],{},[2758,62618,62619,62621,62623,62626,62629],{},[2773,62620,61962],{},[2773,62622,15053],{},[2773,62624,62625],{},"6086",[2773,62627,62628],{},"シンメンテホールディングス",[2773,62630,13976],{},[2758,62632,62633,62635,62637,62640,62643],{},[2773,62634,61962],{},[2773,62636,15053],{},[2773,62638,62639],{},"6182",[2773,62641,62642],{},"メタリアル",[2773,62644,13976],{},[2758,62646,62647,62649,62651,62654,62657],{},[2773,62648,61962],{},[2773,62650,15053],{},[2773,62652,62653],{},"6199",[2773,62655,62656],{},"セラク",[2773,62658,14110],{},[2758,62660,62661,62663,62665,62668,62671],{},[2773,62662,61962],{},[2773,62664,15053],{},[2773,62666,62667],{},"6224",[2773,62669,62670],{},"ＪＲＣ",[2773,62672,13976],{},[2758,62674,62675,62677,62679,62682,62685],{},[2773,62676,61962],{},[2773,62678,15053],{},[2773,62680,62681],{},"6505",[2773,62683,62684],{},"東洋電機製造",[2773,62686,14167],{},[2758,62688,62689,62691,62693,62696,62699],{},[2773,62690,61962],{},[2773,62692,15053],{},[2773,62694,62695],{},"6522",[2773,62697,62698],{},"アスタリスク",[2773,62700,14110],{},[2758,62702,62703,62705,62707,62710,62713],{},[2773,62704,61962],{},[2773,62706,15053],{},[2773,62708,62709],{},"6532",[2773,62711,62712],{},"ベイカレント",[2773,62714,13976],{},[2758,62716,62717,62719,62721,62724,62727],{},[2773,62718,61962],{},[2773,62720,15053],{},[2773,62722,62723],{},"6543",[2773,62725,62726],{},"日宣",[2773,62728,13976],{},[2758,62730,62731,62733,62735,62738,62741],{},[2773,62732,61962],{},[2773,62734,15053],{},[2773,62736,62737],{},"6552",[2773,62739,62740],{},"ＧａｍｅＷｉｔｈ",[2773,62742,14167],{},[2758,62744,62745,62747,62749,62752,62755],{},[2773,62746,61962],{},[2773,62748,15053],{},[2773,62750,62751],{},"6558",[2773,62753,62754],{},"クックビズ",[2773,62756,13965],{},[2758,62758,62759,62761,62763,62766,62769],{},[2773,62760,61962],{},[2773,62762,15053],{},[2773,62764,62765],{},"7352",[2773,62767,62768],{},"ＴＷＯＳＴＯＮＥ＆Ｓｏｎｓ",[2773,62770,14110],{},[2758,62772,62773,62775,62777,62780,62783],{},[2773,62774,61962],{},[2773,62776,15053],{},[2773,62778,62779],{},"7360",[2773,62781,62782],{},"オンデック",[2773,62784,13965],{},[2758,62786,62787,62789,62791,62794,62797],{},[2773,62788,61962],{},[2773,62790,15053],{},[2773,62792,62793],{},"7388",[2773,62795,62796],{},"ＦＰパートナー",[2773,62798,13965],{},[2758,62800,62801,62803,62805,62808,62811],{},[2773,62802,61962],{},[2773,62804,15053],{},[2773,62806,62807],{},"7689",[2773,62809,62810],{},"コパ・コーポレーション",[2773,62812,13976],{},[2758,62814,62815,62817,62819,62822,62825],{},[2773,62816,61962],{},[2773,62818,15053],{},[2773,62820,62821],{},"7730",[2773,62823,62824],{},"マニー",[2773,62826,14110],{},[2758,62828,62829,62831,62833,62836,62839],{},[2773,62830,61962],{},[2773,62832,15053],{},[2773,62834,62835],{},"7807",[2773,62837,62838],{},"幸和製作所",[2773,62840,13976],{},[2758,62842,62843,62845,62847,62850,62853],{},[2773,62844,61962],{},[2773,62846,15053],{},[2773,62848,62849],{},"7808",[2773,62851,62852],{},"シー・エス・ランバー",[2773,62854,14167],{},[2758,62856,62857,62859,62861,62864,62867],{},[2773,62858,61962],{},[2773,62860,15053],{},[2773,62862,62863],{},"7818",[2773,62865,62866],{},"トランザクション",[2773,62868,14110],{},[2758,62870,62871,62873,62875,62878,62881],{},[2773,62872,61962],{},[2773,62874,15053],{},[2773,62876,62877],{},"7997",[2773,62879,62880],{},"くろがね工作所",[2773,62882,13965],{},[2758,62884,62885,62887,62889,62892,62895],{},[2773,62886,61962],{},[2773,62888,15053],{},[2773,62890,62891],{},"8254",[2773,62893,62894],{},"さいか屋",[2773,62896,14110],{},[2758,62898,62899,62901,62903,62906,62909],{},[2773,62900,61962],{},[2773,62902,15053],{},[2773,62904,62905],{},"8887",[2773,62907,62908],{},"シーラホールディングス",[2773,62910,14167],{},[2758,62912,62913,62915,62917,62920,62923],{},[2773,62914,61962],{},[2773,62916,15053],{},[2773,62918,62919],{},"9238",[2773,62921,62922],{},"バリュークリエーション",[2773,62924,13976],{},[2758,62926,62927,62929,62931,62934,62937],{},[2773,62928,61962],{},[2773,62930,15053],{},[2773,62932,62933],{},"9250",[2773,62935,62936],{},"ＧＲＣＳ",[2773,62938,13965],{},[2758,62940,62941,62943,62945,62948,62951],{},[2773,62942,61962],{},[2773,62944,15053],{},[2773,62946,62947],{},"9252",[2773,62949,62950],{},"ラストワンマイル",[2773,62952,14110],{},[2758,62954,62955,62957,62959,62962,62965],{},[2773,62956,61962],{},[2773,62958,15053],{},[2773,62960,62961],{},"9602",[2773,62963,62964],{},"東宝",[2773,62966,13976],{},[2758,62968,62969,62971,62973,62976,62979],{},[2773,62970,61962],{},[2773,62972,15053],{},[2773,62974,62975],{},"9978",[2773,62977,62978],{},"文教堂グループホールディングス",[2773,62980,14110],{},[2758,62982,62983,62985,62987,62990,62993],{},[2773,62984,61962],{},[2773,62986,16780],{},[2773,62988,62989],{},"2404",[2773,62991,62992],{},"鉄人化ホールディングス",[2773,62994,14110],{},[2758,62996,62997,62999,63001,63004,63007],{},[2773,62998,61962],{},[2773,63000,16780],{},[2773,63002,63003],{},"3174",[2773,63005,63006],{},"ハピネス・アンド・ディ",[2773,63008,14110],{},[2758,63010,63011,63013,63015,63018,63021],{},[2773,63012,61962],{},[2773,63014,16780],{},[2773,63016,63017],{},"7357",[2773,63019,63020],{},"ジオコード",[2773,63022,13976],{},[2758,63024,63025,63027,63029,63032,63035],{},[2773,63026,61962],{},[2773,63028,16922],{},[2773,63030,63031],{},"244A",[2773,63033,63034],{},"グロースエクスパートナーズ",[2773,63036,14110],{},[2758,63038,63039,63041,63043,63046,63049],{},[2773,63040,61962],{},[2773,63042,16922],{},[2773,63044,63045],{},"245A",[2773,63047,63048],{},"ＩＮＧＳ",[2773,63050,14110],{},[2758,63052,63053,63055,63057,63060,63063],{},[2773,63054,61962],{},[2773,63056,16922],{},[2773,63058,63059],{},"280A",[2773,63061,63062],{},"ＴＭＨ",[2773,63064,13965],{},[2758,63066,63067,63069,63071,63074,63077],{},[2773,63068,61962],{},[2773,63070,16922],{},[2773,63072,63073],{},"1418",[2773,63075,63076],{},"インターライフホールディングス",[2773,63078,13976],{},[2758,63080,63081,63083,63085,63088,63091],{},[2773,63082,61962],{},[2773,63084,16922],{},[2773,63086,63087],{},"2798",[2773,63089,63090],{},"ワイズテーブルコーポレーション",[2773,63092,13976],{},[2758,63094,63095,63097,63099,63102,63105],{},[2773,63096,61962],{},[2773,63098,16922],{},[2773,63100,63101],{},"2884",[2773,63103,63104],{},"ヨシムラ・フード・ホールディングス",[2773,63106,13976],{},[2758,63108,63109,63111,63113,63116,63119],{},[2773,63110,61962],{},[2773,63112,16922],{},[2773,63114,63115],{},"3266",[2773,63117,63118],{},"ファンドクリエーショングループ",[2773,63120,13965],{},[2758,63122,63123,63125,63127,63130,63133],{},[2773,63124,61962],{},[2773,63126,16922],{},[2773,63128,63129],{},"3547",[2773,63131,63132],{},"ユニシアホールディングス",[2773,63134,13965],{},[2758,63136,63137,63139,63141,63144,63147],{},[2773,63138,61962],{},[2773,63140,16922],{},[2773,63142,63143],{},"3558",[2773,63145,63146],{},"ジェイドグループ",[2773,63148,13976],{},[2758,63150,63151,63153,63155,63158,63161],{},[2773,63152,61962],{},[2773,63154,16922],{},[2773,63156,63157],{},"3645",[2773,63159,63160],{},"メディカルネット",[2773,63162,14167],{},[2758,63164,63165,63167,63169,63172,63175],{},[2773,63166,61962],{},[2773,63168,16922],{},[2773,63170,63171],{},"4016",[2773,63173,63174],{},"ＭＩＴホールディングス",[2773,63176,13965],{},[2758,63178,63179,63181,63183,63186,63189],{},[2773,63180,61962],{},[2773,63182,16922],{},[2773,63184,63185],{},"4197",[2773,63187,63188],{},"アスマーク",[2773,63190,13965],{},[2758,63192,63193,63195,63197,63200,63203],{},[2773,63194,61962],{},[2773,63196,16922],{},[2773,63198,63199],{},"5341",[2773,63201,63202],{},"ＡＳＡＨＩ ＥＩＴＯホールディングス",[2773,63204,13965],{},[2758,63206,63207,63209,63211,63214,63217],{},[2773,63208,61962],{},[2773,63210,16922],{},[2773,63212,63213],{},"6044",[2773,63215,63216],{},"三機サービス",[2773,63218,14167],{},[2758,63220,63221,63223,63225,63228,63231],{},[2773,63222,61962],{},[2773,63224,16922],{},[2773,63226,63227],{},"6572",[2773,63229,63230],{},"オープングループ",[2773,63232,13976],{},[2758,63234,63235,63237,63239,63242,63245],{},[2773,63236,61962],{},[2773,63238,16922],{},[2773,63240,63241],{},"7035",[2773,63243,63244],{},"ａｎｄ ｆａｃｔｏｒｙ",[2773,63246,14110],{},[2758,63248,63249,63251,63253,63256,63259],{},[2773,63250,61962],{},[2773,63252,16922],{},[2773,63254,63255],{},"7074",[2773,63257,63258],{},"トゥエンティーフォーセブンホールディングス",[2773,63260,13965],{},[2758,63262,63263,63265,63267,63270,63273],{},[2773,63264,61962],{},[2773,63266,16922],{},[2773,63268,63269],{},"7610",[2773,63271,63272],{},"テイツー",[2773,63274,13976],{},[2758,63276,63277,63279,63281,63284,63287],{},[2773,63278,61962],{},[2773,63280,16922],{},[2773,63282,63283],{},"7879",[2773,63285,63286],{},"ノダ",[2773,63288,13965],{},[2758,63290,63291,63293,63295,63298,63301],{},[2773,63292,61962],{},[2773,63294,16922],{},[2773,63296,63297],{},"9979",[2773,63299,63300],{},"大庄",[2773,63302,14110],{},[2758,63304,63305,63307,63309,63312,63315],{},[2773,63306,61962],{},[2773,63308,39782],{},[2773,63310,63311],{},"3557",[2773,63313,63314],{},"ユナイテッド＆コレクティブ",[2773,63316,13976],{},[2758,63318,63319,63321,63324,63327,63330],{},[2773,63320,61962],{},[2773,63322,63323],{},"17:05",[2773,63325,63326],{},"9241",[2773,63328,63329],{},"フューチャーリンクネットワーク",[2773,63331,14110],{},[2758,63333,63334,63336,63338,63341,63344],{},[2773,63335,61962],{},[2773,63337,14073],{},[2773,63339,63340],{},"2901",[2773,63342,63343],{},"ウェルディッシュ",[2773,63345,14110],{},[2758,63347,63348,63350,63352,63355,63358],{},[2773,63349,61962],{},[2773,63351,14073],{},[2773,63353,63354],{},"3077",[2773,63356,63357],{},"ホリイフードサービス",[2773,63359,13965],{},[2758,63361,63362,63364,63366,63369,63372],{},[2773,63363,61962],{},[2773,63365,14073],{},[2773,63367,63368],{},"325A",[2773,63370,63371],{},"ＴＥＮＴＩＡＬ",[2773,63373,14110],{},[2758,63375,63376,63378,63380,63383,63386],{},[2773,63377,61962],{},[2773,63379,14073],{},[2773,63381,63382],{},"414A",[2773,63384,63385],{},"オーバーラップホールディングス",[2773,63387,14110],{},[2758,63389,63390,63392,63394,63397,63400],{},[2773,63391,61962],{},[2773,63393,14073],{},[2773,63395,63396],{},"469A",[2773,63398,63399],{},"フィットクルー",[2773,63401,13965],{},[2758,63403,63404,63406,63408,63411,63414],{},[2773,63405,61962],{},[2773,63407,14073],{},[2773,63409,63410],{},"523A",[2773,63412,63413],{},"セイワホールディングス",[2773,63415,14167],{},[2758,63417,63418,63420,63422,63425,63428],{},[2773,63419,61962],{},[2773,63421,14073],{},[2773,63423,63424],{},"5869",[2773,63426,63427],{},"早稲田学習研究会",[2773,63429,14167],{},[2758,63431,63432,63434,63436,63439,63442],{},[2773,63433,61962],{},[2773,63435,14073],{},[2773,63437,63438],{},"8783",[2773,63440,63441],{},"ａｂｃ",[2773,63443,14110],{},[15,63445,28547],{"id":28547},[443,63447,63448,63450],{},[446,63449,28552],{},[446,63451,28555,63452,28560,63454,28564],{},[22,63453,28559],{"href":28558},[33,63455,28563],{},[15,63457,28567],{"id":28567},[443,63459,63460,63463],{},[446,63461,63462],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年7月12日時点）。",[446,63464,28575,63465,28579],{},[33,63466,28578],{},[15,63468,51],{"id":51},[11,63470,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":63472},[63473,63474,63475,63476,63477],{"id":60009,"depth":57,"text":60010},{"id":60112,"depth":57,"text":60113},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"7月13日〜19日に決算発表を予定する236社を発表日・時刻・会計期つきで一覧化します。月〜水の3日間に集中し、水曜15日に106社が集中。コスモス薬品・ビックカメラ・東宝・コメダHDなど知名度の高い企業も含まれます。",{},"\u002Freading\u002Farticles\u002F2026-07-12-weekly-earnings","2026-07-12T19:00:00+09:00",{"title":59990,"description":63478},"reading\u002Farticles\u002F2026-07-12-weekly-earnings",[28599,28600],"xcfLEjAHEYLTznlI-zbwPmhjdoMz4Bkc8T_ob1wiioA",{"id":63487,"title":63488,"author":6,"body":63489,"category":62,"dataDate":6,"date":59979,"description":63605,"extension":65,"image":6,"meta":63606,"navigation":67,"path":63607,"publishedAt":63608,"seo":63609,"stem":63610,"tags":63611,"type":6,"updated":6,"__hash__":63612},"articles\u002Freading\u002Farticles\u002F2026-07-12-july-food-price-hike-subsidy.md","7月の食品2,566品目値上がりと電気ガス補助再開──家計への差し引きを整理する",{"type":8,"value":63490,"toc":63600},[63491,63494,63496,63501,63509,63512,63532,63535,63540,63548,63587,63590,63592,63595,63597],[11,63492,63493],{},"7月は今年最大級の「値上げ集中月」だ。食品の値上がり品目数は6月のほぼ2.5倍に膨らんでいる。一方、国の電気・ガス料金補助が7〜9月に再開し、光熱費は自動的に値引きされる。出るお金と戻るお金を並べて整理した。",[15,63495,17],{"id":17},[11,63497,63498],{},[33,63499,63500],{},"食品2,566品目が7月に値上がり",[11,63502,63503,63504,63508],{},"食品価格を追跡するプライシーの集計によると、",[22,63505,63507],{"href":13456,"rel":63506},[26],"2026年7月に値上がりする食品は2,566品目で、6月の1,078品目から約2.4倍に増加した","。4月以来3か月ぶりに単月で2,000品目を超え、平均値上げ率は11%と高水準が続く。",[11,63510,63511],{},"主な品目は次のとおり。",[443,63513,63514,63520,63526],{},[446,63515,63516,63519],{},[33,63517,63518],{},"パン類",": 山崎製パン306品目（食パン類平均6.6%増）、第一屋製パン、敷島製パンなど",[446,63521,63522,63525],{},[33,63523,63524],{},"即席麺",": 東洋水産120品目、サンヨー食品、エースコックなど",[446,63527,63528,63531],{},[33,63529,63530],{},"ハム・ソーセージ",": 伊藤ハム220品目（5〜30%増）、米久70品目",[11,63533,63534],{},"日常的に購入頻度が高い品目が揃い踏みした格好だ。",[11,63536,63537],{},[33,63538,63539],{},"電気・ガス補助が7〜9月に再開（申請不要）",[11,63541,63542,63543,42],{},"政府の「電気・ガス料金支援」が2026年7月〜9月の請求分から再開する。申請は不要で、採択を受けた電力・ガス会社の契約者に自動的に値引きが適用される（",[22,63544,63547],{"href":63545,"rel":63546},"https:\u002F\u002Fenechange.jp\u002Farticles\u002Felectricity-subsidy",[26],"出典: エネチェンジ",[2752,63549,63550,63563],{},[2755,63551,63552],{},[2758,63553,63554,63557,63560],{},[2761,63555,63556],{},"月",[2761,63558,63559],{},"電気（\u002FkWh）",[2761,63561,63562],{},"都市ガス（\u002F㎥）",[2768,63564,63565,63576],{},[2758,63566,63567,63570,63573],{},[2773,63568,63569],{},"7月・9月",[2773,63571,63572],{},"3.5円引き",[2773,63574,63575],{},"14.0円引き",[2758,63577,63578,63581,63584],{},[2773,63579,63580],{},"8月",[2773,63582,63583],{},"4.5円引き",[2773,63585,63586],{},"18.0円引き",[11,63588,63589],{},"標準的な家庭（月260kWh・30㎥使用）では、3か月合計で約5,000円の光熱費軽減が見込まれる計算だ。月あたりに換算すると電気で約910〜1,170円、都市ガスで約420〜540円の節約になる。",[15,63591,45],{"id":45},[11,63593,63594],{},"電気ガス補助の月あたり効果は1,300〜1,700円程度。食品の平均値上げ率11%が毎月の食費に直撃する家庭では、食費負担の増加が補助の効果を上回る可能性がある。特にパン・麺・加工肉は食卓への影響が出やすいため、7月の家計簿は例年より厳しめに読んでおきたい。",[15,63596,51],{"id":51},[11,63598,63599],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の物価や料金水準を保証するものではなく、最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":63601},[63602,63603,63604],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月から食品2,566品目が平均11%値上がり（6月比約2.4倍）。同時に電気・ガス補助金が7〜9月に再開し、標準家庭で3か月合計約5,000円の軽減が見込まれる。出るお金と戻るお金のざっくりした見立て。",{},"\u002Freading\u002Farticles\u002F2026-07-12-july-food-price-hike-subsidy","2026-07-12T13:00:00+09:00",{"title":63488,"description":63605},"reading\u002Farticles\u002F2026-07-12-july-food-price-hike-subsidy",[236],"pC0LUdw4j-HQbSmJGGSGWyZh5kDBy_e2PDklmHDWHjQ",{"id":63614,"title":63615,"author":6,"body":63616,"category":62,"dataDate":6,"date":59979,"description":63706,"extension":65,"image":6,"meta":63707,"navigation":67,"path":63708,"publishedAt":63709,"seo":63710,"stem":63711,"tags":63712,"type":6,"updated":6,"__hash__":63713},"articles\u002Freading\u002Farticles\u002F2026-07-12-us-cpi-july14-yen-household.md","米株週間+1.2%と底堅く——今週は米6月CPI（14日夜）が焦点、161円台の円安と重なる家計コストの注意点",{"type":8,"value":63617,"toc":63701},[63618,63621,63623,63628,63643,63648,63660,63665,63691,63693,63696,63698],[11,63619,63620],{},"先週（7月7〜10日）の米国株式市場はハイテク大手が週間+4.9%と戻りを強め、S&P500は週間+1.2%と底堅く推移した。今週は7月14日夜（日本時間）に米6月消費者物価指数（CPI）の発表が控えており、161〜162円台が続くドル円の行方を左右する最大の材料となる。",[15,63622,17],{"id":17},[11,63624,63625],{},[33,63626,63627],{},"先週末の米国市場（7月10日終値）",[11,63629,63630,63631,63636,63637,63642],{},"7月10日（金）の米国株終値は、NYダウが前日比+150ドル（+0.28%）の52,637ドル、S&P500は+0.4%の7,575ドル台だった（",[22,63632,63635],{"href":63633,"rel":63634},"https:\u002F\u002Finvestrade.com\u002Fmarket-review-july-10-2026\u002F",[26],"Investrade Market Review","）。週間ではS&P500が+1.2%と上昇し、年初来リターンは+10.7%に達した（",[22,63638,63641],{"href":63639,"rel":63640},"https:\u002F\u002Fseekingalpha.com\u002Farticle\u002F4921380-the-1-minute-market-report-july-11-2026",[26],"Seeking Alpha","）。一方、米10年債利回りが5%水準に接近しており、利回り上昇が株式市場の重しになりうるとの警戒感も出ている。",[11,63644,63645],{},[33,63646,63647],{},"ドル円は161〜162円台で高止まり",[11,63649,63650,63651,63655,63656,42],{},"7月10日のニューヨーク外為市場でドル円は161円89銭から161円28銭の範囲で推移した（",[22,63652,1686],{"href":63653,"rel":63654},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260711\u002F860758.html",[26],"）。FRBの金融政策報告書でインフレ上昇が指摘されたことへの反応でドル買いが優勢となり、日本時間7月11日午前7時時点でも1ドル＝161円67〜68銭の水準にあった（",[22,63657,332],{"href":63658,"rel":63659},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F372890",[26],[11,63661,63662],{},[33,63663,63664],{},"今週の最大イベント：米6月CPI（7月14日夜）",[11,63666,63667,63668,63673,63674,63679,63680,63685,63686,42],{},"米労働省は日本時間7月14日（月）夜21時30分ごろ（現地時間同日午前8時30分）に6月のCPIを公表する予定（",[22,63669,63672],{"href":63670,"rel":63671},"https:\u002F\u002Fwww.bls.gov\u002Fschedule\u002Fnews_release\u002Fcpi.htm",[26],"BLSリリーススケジュール","）。5月のCPIは前年比+4.2%と2023年4月以来の高水準で、エネルギーと食料品の価格上昇が押し上げ要因だった（",[22,63675,63678],{"href":63676,"rel":63677},"https:\u002F\u002Fwww.bls.gov\u002Fnews.release\u002Fpdf\u002Fcpi.pdf",[26],"BLS 5月CPIリポート","）。クリーブランド連銀のナウキャストは6月も前年比4%前後を示唆しており（",[22,63681,63684],{"href":63682,"rel":63683},"https:\u002F\u002Fwww.clevelandfed.org\u002Findicators-and-data\u002Finflation-nowcasting",[26],"クリーブランド連銀","）、同日にはウォーシュFRB議長の議会証言も重なる。予測市場でも6月CPI前年比が2.5%超となる確率は99%程度と、高インフレの継続が広く織り込まれている（",[22,63687,63690],{"href":63688,"rel":63689},"https:\u002F\u002Frobinhood.com\u002Fus\u002Fen\u002Fprediction-markets\u002Feconomics\u002Fevents\u002Finflation-in-june-2026-cpi-yoy-jul-14-2026\u002F",[26],"Robinhoodマーケット",[15,63692,45],{"id":45},[11,63694,63695],{},"6月CPIが市場予想（概ね4%前後）と一致または上回れば、米利下げ期待がさらに後退しドル高・円安が進みやすい。現在の161〜162円台の円安は輸入物価の上昇を通じて食料・日用品・電気代のコスト押し上げ要因になっており、今夜の数字は「為替→輸入物価→家計負担」のルートで日本の生活にも響いてくる可能性がある。",[15,63697,51],{"id":51},[11,63699,63700],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・為替・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":63702},[63703,63704,63705],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"先週（7\u002F7〜7\u002F10）の米国株はS&P500が週間+1.2%と堅調。今週7月14日夜（日本時間）に米6月消費者物価指数（CPI）の発表が控え、5月に前年比+4.2%まで上昇したインフレの続き具合が焦点。ドル高・円安が161〜162円台で続く中、結果次第で輸入物価を通じた家計コストへの波及が変わりうる。",{},"\u002Freading\u002Farticles\u002F2026-07-12-us-cpi-july14-yen-household","2026-07-12T09:00:00+09:00",{"title":63615,"description":63706},"reading\u002Farticles\u002F2026-07-12-us-cpi-july14-yen-household",[164,236],"vgsu2uaA2ibCP9Bgy1OaiiI1uhGn5Q0oKi8-snpPFtg",{"id":63715,"title":63716,"author":6,"body":63717,"category":62,"dataDate":6,"date":63802,"description":63803,"extension":65,"image":6,"meta":63804,"navigation":67,"path":63805,"publishedAt":63806,"seo":63807,"stem":63808,"tags":63809,"type":6,"updated":6,"__hash__":63810},"articles\u002Freading\u002Farticles\u002F2026-07-11-sk-hynix-us-listing-nikkei-rally.md","SKハイニックスが米ナスダックに史上最大規模で上場——日経半導体株を押し上げた今週の総括",{"type":8,"value":63718,"toc":63797},[63719,63722,63724,63729,63750,63755,63763,63768,63776,63781,63788,63790,63793,63795],[11,63720,63721],{},"今週の日本株を大きく動かしたのが、韓国半導体大手SKハイニックスの米ナスダック上場だった。AI向けメモリの需要拡大を背景に史上最大規模の資金調達に成功し、同日の日経平均株価を押し上げた。土曜日の今日（7月11日）は東京市場が休場のため、今週一週間の動きをまとめる。",[15,63723,17],{"id":17},[11,63725,63726],{},[33,63727,63728],{},"SKハイニックスが米ナスダックに上場（7月10日）",[11,63730,63731,63732,374,63736,63740,63741,63744,63745,42],{},"7月10日、SKハイニックスは米国預託証券（ADR）として米ナスダック市場に上場し、海外企業の米国上場としては過去最大規模となる約265億ドル（約4兆3000億円）を調達した（",[22,63733,3419],{"href":63734,"rel":63735},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015174281000",[26],[22,63737,3661],{"href":63738,"rel":63739},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-10\u002FTHYPWRKK3NY900",[26],"）。公募価格は1ADR＝149ドルで、初日の終値は168.01ドルと公募価格比13%高で引けた（",[22,63742,3661],{"href":63738,"rel":63743},[26],"）。同社はAIサーバー向け高帯域幅メモリ（HBM）で世界トップシェアを持ち、調達資金は生産設備の拡充に充てる方針（",[22,63746,63749],{"href":63747,"rel":63748},"https:\u002F\u002Fasia.nikkei.com\u002Fbusiness\u002Fmarkets\u002Fsk-hynix-rises-14-in-biggest-ever-foreign-share-sale-in-us",[26],"Nikkei Asia",[11,63751,63752],{},[33,63753,63754],{},"日経平均は週末を813円高で締めくくる",[11,63756,63757,63758,63762],{},"SKハイニックスの上場を好感する買いが波及し、7月10日（金）の日経平均株価は前日比＋813円88銭（＋1.20%）の6万8557円73銭で大引けを迎えた（",[22,63759,315],{"href":63760,"rel":63761},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL100P6TQ6A710C2000000\u002F",[26],"）。東京エレクトロン、アドバンテスト、ソフトバンクグループなどAI・半導体関連株が相場を牽引した。前場（午前取引終値）では一時＋1,199円まで上昇し69,000円台を回復する場面もあったが、ETF分配金支払いによる売りが後場に重なり終値は伸び悩んだ。",[11,63764,63765],{},[33,63766,63767],{},"今週の円相場：161〜162円台で高止まり",[11,63769,63770,63771,63775],{},"ドル円は今週（7月6〜10日）、1ドル＝161円29銭〜162円71銭の範囲で推移した（",[22,63772,849],{"href":63773,"rel":63774},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F11\u002F080500",[26],"）。週前半は日本の長期金利上昇を背景にドル高・円安が進む場面があったが、片山財務相がGPIFなど年金基金による国内資産への投資を後押しする意向を示したことで資金還流が意識され、週末にかけてやや円高方向に転じた。",[11,63777,63778],{},[33,63779,63780],{},"来週の注目：米6月CPI（7月14日）",[11,63782,63783,63784,63787],{},"米労働省は日本時間7月14日夜（現地時間14日午前8時30分）に、6月の消費者物価指数（CPI）を発表する予定（",[22,63785,13013],{"href":63670,"rel":63786},[26],"）。5月のCPIは前年比＋4.17%と高水準で推移していたため、6月の結果が円相場や日米株式市場の方向感を左右する可能性がある。",[15,63789,45],{"id":45},[11,63791,63792],{},"SKハイニックスの大型上場は、AI向けHBMメモリの需要が投資家に広く評価されていることを改めて示した。NISAの成長投資枠や積立で半導体関連ETF・全世界株ファンドを持つ人にとって、今週の半導体株高は恩恵になった面もある。ただし、円安162円前後が続く局面では、輸入物価や電気・食料品代を通じて家計コストも上がりやすい。来週の米CPIが予想を上回れば再びドル高・円安方向への圧力になりうる点は頭に置いておきたい。",[15,63794,51],{"id":51},[11,63796,55480],{},{"title":56,"searchDepth":57,"depth":57,"links":63798},[63799,63800,63801],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-11","韓国半導体大手SKハイニックスが7月10日に米ナスダックへ海外企業として過去最大規模の約265億ドル（約4.3兆円）を調達して上場。AI向けHBM需要が評価され公募価格比13%高の168.01ドルで初日を終え、同日の日経平均を813円高へ押し上げた。来週14日（現地時間）には米6月CPIの発表が控える。",{},"\u002Freading\u002Farticles\u002F2026-07-11-sk-hynix-us-listing-nikkei-rally","2026-07-11T20:00:00+09:00",{"title":63716,"description":63803},"reading\u002Farticles\u002F2026-07-11-sk-hynix-us-listing-nikkei-rally",[164,73],"_mxVSE7vGDv8Vrskwve0EOtunaM6xB0UvvPZREirP7s",{"id":63812,"title":63813,"author":6,"body":63814,"category":62,"dataDate":6,"date":63802,"description":63888,"extension":65,"image":6,"meta":63889,"navigation":67,"path":63890,"publishedAt":63891,"seo":63892,"stem":63893,"tags":63894,"type":6,"updated":6,"__hash__":63895},"articles\u002Freading\u002Farticles\u002F2026-07-11-honebuto-boj-independence-longterm-rates.md","骨太の方針、日銀独立性を明記へ　「骨太ショック」急騰した長期金利の行方",{"type":8,"value":63815,"toc":63883},[63816,63819,63821,63826,63838,63841,63846,63859,63864,63873,63875,63878,63880],[11,63817,63818],{},"政府が月内閣議決定予定の「経済財政運営と改革の基本方針（骨太の方針）」最終案に、日本銀行の独立性を明示する方向で調整していることが分かりました。高市政権が6月末に示した原案を契機に長期金利が急上昇した「骨太ショック」を受けた修正で、住宅ローン・物価への影響が続く局面です。",[15,63820,17],{"id":17},[11,63822,63823],{},[33,63824,63825],{},"骨太ショックとは",[11,63827,63828,63829,63832,63833,42],{},"高市政権は6月30日、「骨太の方針2026」の原案を提示しました。この原案が日銀の利上げを後ずれさせる意図を示唆しているとの見方が市場に広がり、財政不安も重なって10年国債利回りが急騰しました。7月7日には一時 ",[33,63830,63831],{},"2.86%台"," に達し、1996年以来約30年ぶりの高水準となりました（",[22,63834,63837],{"href":63835,"rel":63836},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260708.html",[26],"野村総合研究所・木内登英、2026年7月8日",[11,63839,63840],{},"NRIの分析によれば、今回の長期金利上昇は「財政悪化懸念、あるいは政府の財政政策運営に対する市場の不信感を反映」したものとされており、財政不信→円安→輸入物価上昇→物価高という負の連鎖リスクを指摘しています。",[11,63842,63843],{},[33,63844,63845],{},"政府の修正対応",[11,63847,63848,63849,63852,63853,63858],{},"長期金利の急騰を受け、政府は最終案において",[33,63850,63851],{},"日銀法3条","（日銀の自主性の尊重と透明性確保に関する規定）を脚注で引用する形で、金融政策に強く介入する意図がないことを明示する方向で調整しています（",[22,63854,63857],{"href":63855,"rel":63856},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA09BHG0Z00C26A7000000\u002F",[26],"日本経済新聞、2026年7月9日","）。骨太の方針の閣議決定は7月中旬を予定しており、今週の市場が注目する節目です。",[11,63860,63861],{},[33,63862,63863],{},"為替への波及",[11,63865,63866,63867,63872],{},"政府の修正対応が伝わる中、7月10日の東京前場ではドル円が161円29銭付近まで小幅に円高方向に振れる場面もありました（",[22,63868,63871],{"href":63869,"rel":63870},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F372810",[26],"みんかぶFX、2026年7月10日","）。ただ160円台の円安基調は変わっておらず、約39年ぶりの安値圏での推移が続いています。",[15,63874,45],{"id":45},[11,63876,63877],{},"長期金利2.86%台は固定型住宅ローン金利に影響を与えやすい水準で、新規購入・借り換えを検討する人にとって引き続き注意局面です。政府が日銀の独立性を明記することで市場の財政不安が和らぐかどうかが、今後の長期金利の動向を左右する節目になりそうです。一方、円安基調が続く限り、輸入コストを経由した物価押し上げ圧力は家計に残りやすい状況です。",[15,63879,51],{"id":51},[11,63881,63882],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の資産への投資を推奨するものではなく、将来の金利・相場・物価の水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":63884},[63885,63886,63887],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"政府が「骨太の方針」の最終案に日銀法3条を明記する方向で調整中。原案発表を機に10年国債利回りが一時2.86%台と30年ぶり高水準に急騰した「骨太ショック」を受けた修正で、住宅ローンや物価への波及を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-11-honebuto-boj-independence-longterm-rates","2026-07-11T13:00:00+09:00",{"title":63813,"description":63888},"reading\u002Farticles\u002F2026-07-11-honebuto-boj-independence-longterm-rates",[236,73],"Zasf4wJrseGoft9bYdqkPXiM7KB3Pg4ioTtWUCZxI7E",{"id":63897,"title":63898,"author":6,"body":63899,"category":62,"dataDate":6,"date":63802,"description":63954,"extension":65,"image":6,"meta":63955,"navigation":67,"path":63956,"publishedAt":63957,"seo":63958,"stem":63959,"tags":63960,"type":6,"updated":6,"__hash__":63961},"articles\u002Freading\u002Farticles\u002F2026-07-11-micron-250b-us-ai-chipmaking.md","マイクロンが米国で2500億ドル超の投資計画を発表——AI半導体需要、根強さ再確認",{"type":8,"value":63900,"toc":63949},[63901,63904,63906,63914,63932,63939,63941,63944,63946],[11,63902,63903],{},"前週の対イラン攻撃が一巡し緊張緩和が意識される中、7月9日（米国時間）のニューヨーク株式市場ではAI関連・半導体株を中心に買いが戻り、ナスダック100指数は続伸した。",[15,63905,17],{"id":17},[11,63907,63908,63909,42],{},"ナスダック100指数は前日比約1.6%高（29,727ポイント付近）で引け、フィラデルフィア半導体株指数（SOX指数）も続伸した（",[22,63910,63913],{"href":63911,"rel":63912},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_10_us100\u002F",[26],"OANDA, 2026-07-10",[11,63915,63916,63917,63920,63921,63926,63927,42],{},"上昇の引き金のひとつとなったのはメモリー大手",[33,63918,63919],{},"マイクロン・テクノロジー","の大型投資発表だ。同社は2035年にかけて米国国内で2500億ドル（約40兆円）超を投資する計画を明らかにし、ニューヨーク州の新工場では予定より1四半期以上前倒しで基礎工事のコンクリート打設を完了したと発表した（",[22,63922,63925],{"href":63923,"rel":63924},"https:\u002F\u002Fnews.mynavi.jp\u002Ftechplus\u002Farticle\u002F20260710-4684308\u002F",[26],"Mynavi Tech+, 2026-07-10","）。マイクロン株は当日約4.5%上昇し、アプライド・マテリアルズ +3.2%、サンディスク +7.6%など関連株も総じて上昇した（",[22,63928,63931],{"href":63929,"rel":63930},"https:\u002F\u002Ftopics.smt.docomo.ne.jp\u002Farticle\u002Freuters\u002Fbusiness\u002Freuters-20260710013",[26],"Reuters via smt.docomo, 2026-07-10",[11,63933,63934,63935,42],{},"為替市場では1ドル＝161円台（161円28〜89銭の範囲）と円安水準が続いた。日本の片山財務相が年金基金による国内金融資産への投資促進を示唆し一時円買いが入ったものの、FRBが金融政策報告書で「今春インフレが再加速した」と明記したことで利下げ期待は後退気味となり、下落幅は限定的だった（",[22,63936,63938],{"href":63653,"rel":63937},[26],"財経新聞, 2026-07-11",[15,63940,45],{"id":45},[11,63942,63943],{},"マイクロンの約40兆円規模の米国内投資は、AI向けメモリー需要が当面衰えないとの見立てを示しており、半導体製造装置・素材の供給網に組み込まれた日本企業にとっても話題の一つとなりやすい。一方で円安が161円台に張り付く状況はエネルギーや食料の輸入コストを押し上げる方向に働くため、家計への影響は引き続き残る。FRBが利下げを急がない姿勢を維持する限り、円安修正のペースは緩やかになりやすい点は留意したい。",[15,63945,51],{"id":51},[11,63947,63948],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替・金利動向を保証するものではありません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":63950},[63951,63952,63953],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"メモリー大手マイクロン・テクノロジーが2035年までに米国で2500億ドル超を投資する計画を発表。イラン情勢の緊張緩和も重なり、7月9日（米国時間）のナスダック100は前日比約1.6%高で終了した。",{},"\u002Freading\u002Farticles\u002F2026-07-11-micron-250b-us-ai-chipmaking","2026-07-11T09:00:00+09:00",{"title":63898,"description":63954},"reading\u002Farticles\u002F2026-07-11-micron-250b-us-ai-chipmaking",[164,73],"ud6beJQFqGWhRw5frnH3s7n8uqnww3ESeJDVk7U8LsU",{"id":63963,"title":63964,"author":6,"body":63965,"category":62,"dataDate":6,"date":64051,"description":64052,"extension":65,"image":6,"meta":64053,"navigation":67,"path":64054,"publishedAt":64055,"seo":64056,"stem":64057,"tags":64058,"type":6,"updated":6,"__hash__":64059},"articles\u002Freading\u002Farticles\u002F2026-07-10-nikkei-close-etf-sell-gpif-yen.md","日経平均813円高で続伸、ETF換金売りが上値抑制——GPIF発言でドル円が1円超急伸",{"type":8,"value":63966,"toc":64046},[63967,63970,63972,63977,63989,63999,64004,64012,64017,64029,64036,64038,64041,64043],[11,63968,63969],{},"7月10日の東京株式市場は、AI・半導体関連株への買いが続いた一方で、「7月の風物詩」とも呼ばれるETF換金売りが上値を抑える展開となりました。為替では片山財務相のGPIF発言をきっかけに円が急伸し、ドル円は一時162円台から161円台へ1円超の急激な円高が進みました。",[15,63971,17],{"id":17},[11,63973,63974],{},[33,63975,63976],{},"日経平均の終値（7月10日大引け）",[443,63978,63979,63986],{},[446,63980,63981,63982,63985],{},"終値：",[33,63983,63984],{},"68,557円73銭","（前日比 +813円88銭 \u002F +1.20%）",[446,63987,63988],{},"上げ幅は一時1,600円を超えたが、その後伸び悩んだ",[11,63990,63991,63992,9403,63995,42],{},"米国のAI・テック株高を受け、東京市場でも半導体・AI関連銘柄に幅広い買いが入りました。韓国SKハイニックスの株価急伸が市場心理を改善し、キオクシアなど国内半導体株にも波及しました（",[22,63993,315],{"href":63760,"rel":63994},[26],[22,63996,12311],{"href":63997,"rel":63998},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202607100946\u002F",[26],[11,64000,64001],{},[33,64002,64003],{},"ETF換金売りが上値を抑えた背景",[11,64005,64006,64007,64011],{},"7月は国内ETFの決算が集中する時期で、分配金の原資を確保するための株式売却（換金売り）が恒例行事となっています。大和証券の推計では、本日（7月10日）が決算日のETFに伴う換金売りはスポット・先物合計で約1.07兆円に上るとみられており（",[22,64008,315],{"href":64009,"rel":64010},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL039RF0T00C26A7000000\u002F",[26],"）、これが午後の相場に重荷となりました。",[11,64013,64014],{},[33,64015,64016],{},"円が1円超急伸：GPIF発言と骨太の方針",[11,64018,64019,64020,9403,64025,42],{},"ドル円は朝方の162円40銭台から、午前10時すぎに片山さつき財務相の発言が伝わると一時161円29銭まで急落（円高方向）しました。片山氏はGPIF（年金積立金管理運用独立行政法人）など年金基金が日本の金融資産に投資を増やすよう後押しする考えを示し、国内への資金還流期待から円買いが一気に進みました（",[22,64021,64024],{"href":64022,"rel":64023},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F2f4dd6637a964cbcfdc41e3d59fcd261bf74f3de",[26],"Bloomberg \u002F Yahoo!ニュース",[22,64026,315],{"href":64027,"rel":64028},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB102Y10Q6A710C2000000\u002F",[26],[11,64030,64031,64032,42],{},"この発言は7月中旬にまとまる「骨太の方針」の修正報道とも重なり、超長期国債利回りの低下を伴う「トリプル高（株・円・国債）」の場面もありました。ただし、市場では「マクロの条件に変化はない」との見方が多く、円高の持続性については懐疑的な声も少なくありません（",[22,64033,2246],{"href":64034,"rel":64035},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-10\u002FTHXUV9T96OSH00",[26],[15,64037,45],{"id":45},[11,64039,64040],{},"162円台で続いていたドル円相場が今日の発言一本で1円超動いた事実は、輸入物価を直撃する円安への市場の感度の高さを示しています。ただ、本日昼の記事で報じた通り、6月の企業物価は前年比＋7.1%と高止まりしており、161円台であっても輸入コスト高の基調は変わりません。政策的なGPIF資産配分の見直しが実際に動くかどうか、今後の「骨太」正式決定とGPIF側の対応が次の注目点です。",[15,64042,51],{"id":51},[11,64044,64045],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場水準や政策の方向性を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64047},[64048,64049,64050],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-10","7月10日の日経平均は813円高の68,557円で続伸。AI・半導体株が牽引したが7月恒例のETF換金売りが重荷に。片山財務相のGPIF国内投資発言でドル円は162円台から161円台に急伸し、円高の持続性が焦点。",{},"\u002Freading\u002Farticles\u002F2026-07-10-nikkei-close-etf-sell-gpif-yen","2026-07-10T20:00:00+09:00",{"title":63964,"description":64052},"reading\u002Farticles\u002F2026-07-10-nikkei-close-etf-sell-gpif-yen",[73,236],"61tMAc44XZXa2ckbGbhF08SGQ6ekFGtri3K8N_CFS-U",{"id":64061,"title":64062,"author":6,"body":64063,"category":62,"dataDate":6,"date":64051,"description":64137,"extension":65,"image":6,"meta":64138,"navigation":67,"path":64139,"publishedAt":64140,"seo":64141,"stem":64142,"tags":64143,"type":6,"updated":6,"__hash__":64144},"articles\u002Freading\u002Farticles\u002F2026-07-10-cgpi-june-7pct-import-surge.md","6月の企業物価7.1%上昇——2023年3月以来の高水準、輸入物価も円安で急騰",{"type":8,"value":64064,"toc":64132},[64065,64068,64070,64075,64087,64099,64104,64110,64115,64122,64124,64127,64129],[11,64066,64067],{},"今朝8時50分、日本銀行が公表した6月の国内企業物価指数（速報）は前年比＋7.1%と、2023年3月（＋7.4%）以来3年3か月ぶりの高い伸びを記録しました。5月の＋6.3%からさらに加速した形です。",[15,64069,17],{"id":17},[11,64071,64072],{},[33,64073,64074],{},"6月の国内企業物価指数（日銀発表）",[443,64076,64077,64084],{},[446,64078,64079,64080,64083],{},"前年比：",[33,64081,64082],{},"＋7.1%","（2023年3月以来の高水準）",[446,64085,64086],{},"前月比：＋0.4%（5月の＋1.1%から縮小）",[11,64088,64089,64090,9403,64094,42],{},"主な上昇品目は非鉄金属（前年比＋39.2%）、石油・石炭製品（同＋22.8%）、化学製品（同＋14.4%）。全515品目のうち上昇品目は418、下落品目は81となっており、価格上昇が幅広い品目に及んでいます（",[22,64091,29932],{"href":64092,"rel":64093},"https:\u002F\u002Fwww.newsweekjapan.jp\u002Farticles\u002F-\u002F328017",[26],[22,64095,64098],{"href":64096,"rel":64097},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fe113488dea78fb726893de2951d6080b12f2f750",[26],"Yahoo!ニュース・時事通信",[11,64100,64101],{},[33,64102,64103],{},"輸入物価指数（円ベース）も急伸",[11,64105,64106,64107,42],{},"円ベースの輸入物価指数は前年比＋29.7%と、5月（＋26.1%）からさらに拡大。2022年10月（＋42.3%）以来の高い伸びとなっており、162円台で高止まりするドル円相場が輸入コストを押し上げているとみられます（",[22,64108,29932],{"href":64092,"rel":64109},[26],[11,64111,64112],{},[33,64113,64114],{},"前場の日経平均は大幅反発",[11,64116,64117,64118,42],{},"前場（午前取引）の日経平均株価終値は前日比＋1,199円91銭（＋1.77%）の68,943円76銭と続伸。AI・半導体関連銘柄への買いに加え、片山財務相がGPIFなど年金基金による日本の金融資産投資を後押しする考えを示したことも追い風となりました（",[22,64119,315],{"href":64120,"rel":64121},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL101MD0Q6A710C2000000\u002F",[26],[15,64123,45],{"id":45},[11,64125,64126],{},"企業物価の上昇は通常、数か月のタイムラグを経て消費者物価に転嫁されます。石油・石炭製品や非鉄金属のコスト増が素材・加工段階を経て川下へ波及するとすれば、秋以降の食料品・日用品・電気代などへの影響が注目ポイントです。輸入物価がさらに膨らんでいる点も含め、円安が物価を押し上げる構図は続いています。",[15,64128,51],{"id":51},[11,64130,64131],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の物価や相場の水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64133},[64134,64135,64136],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が発表した6月の国内企業物価指数は前年比7.1%上昇と2023年3月以来の高い伸び。円安162円台が続くなか輸入物価も29.7%急騰しており、消費者価格への波及が今後の焦点となる。",{},"\u002Freading\u002Farticles\u002F2026-07-10-cgpi-june-7pct-import-surge","2026-07-10T13:00:00+09:00",{"title":64062,"description":64137},"reading\u002Farticles\u002F2026-07-10-cgpi-june-7pct-import-surge",[236,73],"YCyWnRHFT1WEkJiZUKBEq--OuVEMhZEArqQxi-vwDYw",{"id":64146,"title":64147,"author":6,"body":64148,"category":57326,"dataDate":6,"date":64051,"description":64270,"extension":65,"image":6,"meta":64271,"navigation":67,"path":64272,"publishedAt":6,"seo":64273,"stem":64274,"tags":64275,"type":6,"updated":6,"__hash__":64276},"articles\u002Freading\u002Farticles\u002Fwhat-is-dividend-yield.md","配当利回りとは？株価に対する配当の割合・利率との違いをやさしく解説",{"type":8,"value":64149,"toc":64265},[64150,64153,64156,64161,64163,64172,64178,64181,64183,64188,64191,64196,64199,64237,64240,64245,64256,64261,64263],[11,64151,64152],{},"配当利回りは、保有する株が1年間でどれほどの配当をもたらすかを、株価に対する割合（%）で示す指標です。インカム投資（配当を目当てにした投資）の際に最初に確認する数字であり、似た言葉の「利率」との違いを理解することで意味をより正確につかめます。",[15,64154,64155],{"id":64155},"配当利回りとは",[11,64157,64158,64160],{},[33,64159,58681],{},"：株価に対して年間配当金が何%かを示す、株式の収益性を見る基本指標。",[11,64162,58685],{},[64164,64165,64170],"pre",{"className":64166,"code":64168,"language":64169},[64167],"language-text","配当利回り（%）＝ 1株あたり年間配当金 ÷ 現在の株価 × 100\n","text",[51554,64171,64168],{"__ignoreMap":56},[11,64173,64174,64175,5863],{},"例：株価1,000円の株が年間30円の配当を出す場合、配当利回りは ",[51554,64176,64177],{},"30 ÷ 1,000 × 100 ＝ 3.0%",[11,64179,64180],{},"数字が大きいほど、株価に対して配当が多い（インカムゲインが厚い）ことを意味します。ただし、株価が下落して見かけ上の利回りが跳ね上がる場合もあるため、数字だけで判断しないことが基本です。",[15,64182,58696],{"id":58696},[11,64184,64185],{},[33,64186,64187],{},"何を読み取れるか",[11,64189,64190],{},"「いまの株価で購入したとすると、1年間で投資額の何%を配当として受け取れるか」の目安です。配当重視の投資家が最初に確認する指標で、高配当株ファンドや個別銘柄を比べる際に使われます。",[11,64192,64193],{},[33,64194,64195],{},"利回りと利率の違い",[11,64197,64198],{},"似た言葉ですが、計算の基準が異なります。",[2752,64200,64201,64213],{},[2755,64202,64203],{},[2758,64204,64205,64207,64210],{},[2761,64206],{},[2761,64208,64209],{},"利率（クーポンレート）",[2761,64211,64212],{},"利回り（イールド）",[2768,64214,64215,64226],{},[2758,64216,64217,64220,64223],{},[2773,64218,64219],{},"計算の基準",[2773,64221,64222],{},"発行価格・元本（固定）",[2773,64224,64225],{},"現在の市場価格（変動する）",[2758,64227,64228,64231,64234],{},[2773,64229,64230],{},"代表例",[2773,64232,64233],{},"債券クーポン、定期預金の利息",[2773,64235,64236],{},"配当利回り、債券利回り",[11,64238,64239],{},"配当利率（発行価格に対する比率）は発行時に決まりますが、配当利回りは株価の変動とともに変わります。たとえば同じ30円配当でも、株価が1,000円なら3.0%、1,500円に上がれば2.0%です。",[11,64241,64242],{},[33,64243,64244],{},"目安と注意点",[443,64246,64247,64250,64253],{},[446,64248,64249],{},"業種や企業の配当方針によって水準は大きく異なる",[446,64251,64252],{},"株価が急落して利回りが高くなる場合、業績悪化が原因の「罠の高利回り」になりやすい",[446,64254,64255],{},"利回りの水準だけでなく、配当の継続性・企業の成長性と組み合わせて判断する",[11,64257,64258,64260],{},[22,64259,51723],{"href":51722},"で、自分の資産配分を一度確認してみましょう。",[15,64262,51],{"id":51},[11,64264,58732],{},{"title":56,"searchDepth":57,"depth":57,"links":64266},[64267,64268,64269],{"id":64155,"depth":57,"text":64155},{"id":58696,"depth":57,"text":58696},{"id":51,"depth":57,"text":51},"配当利回りとは、株価に対して年間配当金がどれほどかを示す指標（%）です。利率と混同されやすいですが、計算の基準が違います。初心者が押さえたい計算式・目安・注意点をコンパクトにまとめます。",{},"\u002Freading\u002Farticles\u002Fwhat-is-dividend-yield",{"title":64147,"description":64270},"reading\u002Farticles\u002Fwhat-is-dividend-yield",[58744,52076],"eLA9VQYsuLZBSny6RC50Kjetm-bAe4dSWnLIQdV0IQI",{"id":64278,"title":64279,"author":6,"body":64280,"category":62,"dataDate":6,"date":64051,"description":64369,"extension":65,"image":6,"meta":64370,"navigation":67,"path":64371,"publishedAt":64372,"seo":64373,"stem":64374,"tags":64375,"type":6,"updated":6,"__hash__":64376},"articles\u002Freading\u002Farticles\u002F2026-07-10-us-market-mixed-corporate-price-watch.md","米国株はまちまち、ドル円162円台——今朝8:50の企業物価指数が焦点",{"type":8,"value":64281,"toc":64364},[64282,64285,64287,64292,64303,64316,64327,64331,64342,64347,64354,64356,64359,64361],[11,64283,64284],{},"7月9日の米国市場はダウ平均が下落する一方、ナスダックが小幅上昇と、方向感が分かれました。背景にある米イラン情勢の緊張と原油価格の乱高下は、輸入コストを通じて日本の家計とも無縁ではありません。",[15,64286,17],{"id":17},[11,64288,64289],{},[33,64290,64291],{},"米国市場（7月9日終値）",[443,64293,64294,64297,64300],{},[446,64295,64296],{},"ダウ平均：52,348.09（前日比 −1.09%）",[446,64298,64299],{},"S&P500：前日比 −0.28%",[446,64301,64302],{},"ナスダック総合：25,870.65（前日比 +0.20%）",[11,64304,64305,64306,9403,64310,64315],{},"(",[22,64307,2246],{"href":64308,"rel":64309},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-07-08\u002Fstock-market-today-dow-s-p-live-updates",[26],[22,64311,64314],{"href":64312,"rel":64313},"https:\u002F\u002Fen.bloomingbit.io\u002Ffeed\u002Fnews\u002F115868",[26],"Bloomingbit",")",[11,64317,64318,64319,9403,64323,42],{},"ホルムズ海峡を航行する船舶が攻撃を受け、米国がイランへの報復攻撃に踏み切ったことで、エネルギー輸送の寸断リスクが意識されました。WTI原油先物（8月限）は一時74.89ドルまで急伸したのち、「衝突は限定的」との見方が広がり72.08ドルで引けています（",[22,64320,1686],{"href":64321,"rel":64322},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260709\u002F860373.html",[26],[22,64324,315],{"href":64325,"rel":64326},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL09C3L0Z00C26A7000000\u002F",[26],[11,64328,64329],{},[33,64330,30329],{},[11,64332,64333,64334,9403,64338,42],{},"ドル円は162円台での推移が続いています（7月9日NY市場：162円26銭〜162円45銭）。米長期金利（10年国債）は夜間に低下し、これが円安の上値を抑えたとされますが、基調的なドル高は変わっていません（",[22,64335,55469],{"href":64336,"rel":64337},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_10_usdjpy\u002F",[26],[22,64339,1686],{"href":64340,"rel":64341},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260710\u002F860559.html",[26],[11,64343,64344],{},[33,64345,64346],{},"本日の注目指標：6月の企業物価指数（8:50 発表）",[11,64348,64349,64350,42],{},"日本銀行は本日8時50分、6月の企業物価指数（速報）を公表します。前月（5月分）は前年比＋6.3%と、2023年2月以来3年3か月ぶりの高い伸びを記録。石油・石炭製品は同＋13.8%と急騰しており、515品目のうち約8割で価格上昇が続いています（",[22,64351,10427],{"href":64352,"rel":64353},"https:\u002F\u002Fwww.nli-research.co.jp\u002Freport\u002Fdetail\u002Fid=85803?site=nli",[26],[15,64355,45],{"id":45},[11,64357,64358],{},"原油の一時急騰と162円台の円安が重なっており、6月分の企業物価が5月の水準を維持・上回るようであれば、素材・エネルギーコストがじわじわ川下（消費財・サービス）に転嫁される流れが続く可能性があります。今朝の発表は、夏以降の物価動向を読む上で短期的な節目となりそうです。",[15,64360,51],{"id":51},[11,64362,64363],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・商品の売買を推奨するものではなく、将来の相場や経済指標の数値を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64365},[64366,64367,64368],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月9日の米国市場はダウが下落・ナスダックが小反発と高安まちまち。円安162円台が続く中、本日朝発表の6月企業物価指数（前月比）が国内物価の先行きを占う材料となる。",{},"\u002Freading\u002Farticles\u002F2026-07-10-us-market-mixed-corporate-price-watch","2026-07-10T09:00:00+09:00",{"title":64279,"description":64369},"reading\u002Farticles\u002F2026-07-10-us-market-mixed-corporate-price-watch",[164,236],"x9S8OlhcvAY5i5bymLF3ixt92-9aTenpILmEaKprlSI",{"id":64378,"title":64379,"author":6,"body":64380,"category":62,"dataDate":6,"date":64444,"description":64445,"extension":65,"image":6,"meta":64446,"navigation":67,"path":64447,"publishedAt":64448,"seo":64449,"stem":64450,"tags":64451,"type":6,"updated":6,"__hash__":64452},"articles\u002Freading\u002Farticles\u002F2026-07-09-japan-longterm-rate-30yr-high.md","【7月9日 市場総括】10年国債が一時2.9%台と30年ぶり高水準、日経平均は924円高で着地",{"type":8,"value":64381,"toc":64439},[64382,64385,64387,64392,64400,64405,64412,64417,64429,64431,64434,64436],[11,64383,64384],{},"7月9日の東京株式市場は、AI・半導体関連銘柄への買い戻しを受けて日経平均が4営業日ぶりに反発したが、後場に入ると10年国債利回りが一時2.900%と30年ぶりの高水準に達し、午後に上げ幅が縮小した。円安・原油高・長期金利上昇という三つの圧力が重なる一日となった。",[15,64386,17],{"id":17},[11,64388,64389],{},[33,64390,64391],{},"日経平均・市場全体の終値",[11,64393,64394,64395,64399],{},"7月9日の日経平均終値は6万7743円85銭（前日比+924円80銭、+1.38%）で、4営業日ぶりの反発（",[22,64396,315],{"href":64397,"rel":64398},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL090M40Z00C26A7000000\u002F",[26],"）。前場は一時1600円を超える上昇を見せたが、後場の長期金利上昇を受けて伸び悩んだ。アドバンテスト（6857）が急反発するなど米半導体株高の追い風を受けたAI・半導体関連が相場を主導した。",[11,64401,64402],{},[33,64403,64404],{},"10年国債利回りが1996年以来の高水準",[11,64406,64407,64408,64411],{},"国内の10年国債利回りが後場に一時2.900%へ上昇し、1996年9月以来約30年ぶりの高水準に達した（",[22,64409,315],{"href":11970,"rel":64410},[26],"）。米国とイランの対立再燃により原油価格が高止まりしていることがインフレ懸念を高め、日本の長期金利を押し上げる一因となっている。長期金利の上昇は午後の株式市場の重荷にもなり、後場は上値を抑制された。",[11,64413,64414],{},[33,64415,64416],{},"ドル円・原油の動向",[11,64418,64419,64420,64424,64425,42],{},"ドル円は終日162円台を維持し、終値は約162円37銭前後（",[22,64421,849],{"href":64422,"rel":64423},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F09\u002F091640",[26],"）。朝方に一時162円71銭まで円安が進む場面もあり、1986年以来の円安水準が続いている。WTI原油は朝方の急騰（前日比+4.4%）後も73〜74ドル\u002Fバレル台で高止まりし、ホルムズ海峡の緊張が引き続き供給不安を支えている（",[22,64426,8700],{"href":64427,"rel":64428},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F08\u002Foil-prices-brent-wti-iran-us-hormuz.html",[26],[15,64430,45],{"id":45},[11,64432,64433],{},"長期金利2.9%は、主要銀行の住宅ローン固定金利に反映されやすいため、住宅購入・借り換えを検討している人には注意が必要な水準だ。変動金利でも日銀が現在0.75%の政策金利を維持しており、今後の追加利上げ観測が続く。円安162円台・原油高・長期金利上昇という三つの圧力が同時進行しており、エネルギーや食品などの輸入コストを通じた物価上昇が家計に長く効いてくる可能性がある。",[15,64435,51],{"id":51},[11,64437,64438],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の資産への投資を推奨するものではなく、将来の価格変動を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64440},[64441,64442,64443],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-09","日経平均は前日比924円高の6万7744円で反発して取引を終了。ただし後場に10年国債利回りが一時2.900%と1996年以来30年ぶりの高水準に上昇し、上げ幅が縮小。円安・原油高に長期金利の上昇が加わり、物価・住宅ローンへの複合圧力が続く一日だった。",{},"\u002Freading\u002Farticles\u002F2026-07-09-japan-longterm-rate-30yr-high","2026-07-09T20:00:00+09:00",{"title":64379,"description":64445},"reading\u002Farticles\u002F2026-07-09-japan-longterm-rate-30yr-high",[73,236],"t3BNWN4dZOg1PzUl_JFALq_4YY9PyQkQI9nByU9p6Mk",{"id":64454,"title":64455,"author":6,"body":64456,"category":62,"dataDate":6,"date":64444,"description":64492,"extension":65,"image":6,"meta":64493,"navigation":67,"path":64494,"publishedAt":64495,"seo":64496,"stem":64497,"tags":64498,"type":6,"updated":6,"__hash__":64499},"articles\u002Freading\u002Farticles\u002F2026-07-09-nikkei-ai-semiconductor-rally.md","日経平均、前場で1361円高——AI・半導体株に資金集中",{"type":8,"value":64457,"toc":64487},[64458,64461,64463,64470,64477,64479,64482,64484],[11,64459,64460],{},"7月9日の東京株式市場・前場は、前日の米半導体株高を受けてAI・半導体関連に買いが集まり、日経平均株価は前日比1361円50銭（2.04%）高の6万8180円55銭で午前の取引を終えた。上げ幅は一時1600円を超えた。",[15,64462,17],{"id":17},[11,64464,64465,64469],{},[22,64466,3725],{"href":64467,"rel":64468},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB08825TY6A700C2000000\u002F",[26],"によると、半導体検査装置大手のアドバンテストが7.41%高、メモリ大手のキオクシアが8.45%高となるなど、AI・半導体関連銘柄が相場をけん引した。6月からの「グレートローテーション（大規模な資金シフト）」の巻き戻しという側面もあり、米テック企業の四半期決算発表が今後の焦点として意識されている。",[11,64471,12786,64472,64476],{},[22,64473,13180],{"href":64474,"rel":64475},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL090GB0Z00C26A7000000\u002F",[26],"円安が続き、午前8時30分時点のドル円は1ドル＝162円57〜58銭と前日比36銭の円安・ドル高水準だった。米国とイランを巡る中東情勢の緊迫化を受けて原油（WTI先物）が一時76ドル台に上昇。日本の貿易収支悪化への懸念が円売りを促した。さらに米連邦公開市場委員会（FOMC）の議事録が利下げ観測を後退させ、日米金利差の拡大意識も円安圧力に加わっている。",[15,64478,45],{"id":45},[11,64480,64481],{},"前場の大幅反発はAI・半導体テーマへの資金集中が主因で、個別銘柄に偏った値動きという性格が強い。一方、ドル円162円台の円安が続けば、エネルギーや食品など輸入コストを通じた物価への押し上げ圧力が長引きやすい。相場の戻りとは別軸で、中東情勢と原油価格の動向を引き続き確認しておきたい局面だ。",[15,64483,51],{"id":51},[11,64485,64486],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・相場を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64488},[64489,64490,64491],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月9日前場、日経平均は6万8180円と前日比1361円高で終了。米半導体株高を追い風にAI・半導体関連に買いが集中。ドル円は162円台と円安が続く。",{},"\u002Freading\u002Farticles\u002F2026-07-09-nikkei-ai-semiconductor-rally","2026-07-09T13:00:00+09:00",{"title":64455,"description":64492},"reading\u002Farticles\u002F2026-07-09-nikkei-ai-semiconductor-rally",[73,164],"iC7hCQLD3Va_XO0XW9aztCZYIO7-_SjWT50F_YIyRY0",{"id":64501,"title":64502,"author":6,"body":64503,"category":62,"dataDate":6,"date":64444,"description":64562,"extension":65,"image":6,"meta":64563,"navigation":67,"path":64564,"publishedAt":64565,"seo":64566,"stem":64567,"tags":64568,"type":6,"updated":6,"__hash__":64569},"articles\u002Freading\u002Farticles\u002F2026-07-09-us-iran-oil-spike.md","米国・イラン緊張再燃で原油急騰――NYダウは最高値から急落、ガソリン・光熱費への波及に注意",{"type":8,"value":64504,"toc":64557},[64505,64508,64510,64514,64522,64527,64536,64540,64548,64550,64553,64555],[11,64506,64507],{},"7月8日（現地時間）、トランプ大統領がNATO首脳会議でイランとの停戦合意を「終了した」と宣言。ホルムズ海峡付近でタンカー3隻への攻撃が確認され、原油価格が急騰しました。米国株式市場は前日の最高値更新直後に急落しています。",[15,64509,17],{"id":17},[11,64511,64512],{},[33,64513,5875],{},[11,64515,64516,64517,64521],{},"WTI原油は前日比+4.4%の1バレル=73.52ドル、ブレント原油は+5.2%の78.02ドルで引けました（",[22,64518,64520],{"href":64427,"rel":64519},[26],"CNBC、2026年7月8日","）。ホルムズ海峡は世界の石油輸送量の約20%が通過する要衝で、米国はイランへの原油販売に関する制裁免除を取り消し、海上封鎖も示唆しています。",[11,64523,64524],{},[33,64525,64526],{},"米国株の急落",[11,64528,64529,64530,64535],{},"NYダウは前日比約-1.5%（約800ドル安）、S&P500は-0.5%、ナスダックは-1.2%でそれぞれ取引を終えました（",[22,64531,64534],{"href":64532,"rel":64533},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fstock-market-today-july-8-164235564.html",[26],"Yahoo Finance、2026年7月8日","）。ダウはわずか2日前に最高値を更新したばかりで、反落の落差が際立ちました。",[11,64537,64538],{},[33,64539,9498],{},[11,64541,64542,64543,64547],{},"7月8日時点の円相場はおよそ1ドル=162.43円と、円安水準が続いています（",[22,64544,849],{"href":64545,"rel":64546},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F05\u002F060200",[26],"）。地政学リスクによる「リスクオフ→円高」の動きは現時点では限定的です。",[15,64549,45],{"id":45},[11,64551,64552],{},"日本は石油輸入のほぼ全量を中東に頼っており、ホルムズ海峡が不安定化すると輸入コストが直接上昇します。ガソリン価格や電気・ガス料金への波及には通常1〜2か月のタイムラグがあるため、今後の動向を引き続き注視する必要がありそうです。また、米国でインフレ再燃懸念が高まれば米連邦準備制度（FRB）の利上げ観測が強まり、円安が長引く一因にもなり得ます。",[15,64554,51],{"id":51},[11,64556,64438],{},{"title":56,"searchDepth":57,"depth":57,"links":64558},[64559,64560,64561],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"トランプ政権が停戦を「終了」と宣言し、ホルムズ海峡付近でタンカー攻撃が発生。WTI原油は1日で4.4%急騰し、米株は全面安。ほぼ全量を中東に依存する日本では、今後のガソリン・光熱費の上昇圧力に注目が集まる。",{},"\u002Freading\u002Farticles\u002F2026-07-09-us-iran-oil-spike","2026-07-09T09:00:00+09:00",{"title":64502,"description":64562},"reading\u002Farticles\u002F2026-07-09-us-iran-oil-spike",[164,629],"1nExTRlg5xulgOGNCgCIPDyH6s8D4e2-NUlD7WtU5C0",{"id":64571,"title":64572,"author":6,"body":64573,"category":62,"dataDate":6,"date":64640,"description":64641,"extension":65,"image":6,"meta":64642,"navigation":67,"path":64643,"publishedAt":64644,"seo":64645,"stem":64646,"tags":64647,"type":6,"updated":6,"__hash__":64648},"articles\u002Freading\u002Farticles\u002F2026-07-08-nikkei-close-67k-breach-iran.md","日経平均が1カ月ぶりに6万7000円台割れ——中東リスク・AI株調整・ETF換金売りが3日続落を招く",{"type":8,"value":64574,"toc":64635},[64575,64583,64585,64594,64605,64614,64625,64627,64630,64632],[11,64576,64577,64578,42],{},"8日の東京株式市場で日経平均株価は3日続落し、前日比1,437円91銭安（約2.1%下落）の6万6,819円05銭で引けました。終値が6万7,000円台を割り込むのは6月12日以来、約1カ月ぶりです（",[22,64579,64582],{"href":64580,"rel":64581},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F757040",[26],"株式新聞 2026年7月8日",[15,64584,17],{"id":17},[11,64586,64587,64590,64591,42],{},[33,64588,64589],{},"日経平均・TOPIX ともに全面安引け","：TOPIXも前日比55.83ポイント安の4,006.43ポイントで、東証33業種のうち23業種が下落しました。精密機器・非鉄金属・機械・電気機器などが売られる一方、鉱業と海運は買われました。売買代金は11兆1,412億円（",[22,64592,64582],{"href":64580,"rel":64593},[26],[11,64595,64596,64599,64600,42],{},[33,64597,64598],{},"中東リスクの再燃","：米国とイランの緊張が高まり、「報復攻撃」観測が市場を動揺させました。前場にはKOSPI（韓国株）が上昇に転じた局面でAI・半導体関連株が持ち直す動きもありましたが、後場に入ると再び売りが優勢となり安値引けとなりました（",[22,64601,64604],{"href":64602,"rel":64603},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL0828QTY6A700C2000000\u002F",[26],"日本経済新聞 2026年7月8日",[11,64606,64607,64610,64611,42],{},[33,64608,64609],{},"ETF分配金の換金売り","：7月は指数連動型ETFが分配金支払いのために保有株を売り出す需給要因が毎年発生する時期に当たります。これが相場の押し下げ要因として加わりました（",[22,64612,64582],{"href":64580,"rel":64613},[26],[11,64615,64616,64619,64620,42],{},[33,64617,64618],{},"ドル円は162円台前半","：円相場は1ドル162円台前半と、約40年ぶりの円安水準圏での推移が続いています。この日は日本の毎月勤労統計で現金給与総額が予想を下回ったものの、ドル円は大きく反応しませんでした（",[22,64621,64624],{"href":64622,"rel":64623},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F08\u002F091855",[26],"外為どっとコム 2026年7月8日",[15,64626,45],{"id":45},[11,64628,64629],{},"鉱業・海運が買われた点は、中東リスクによる原油高への警戒が「エネルギー関連銘柄への資金シフト」として一部で現れていることを示唆します。円安162円台が続くなかで原油価格が高止まりすると、ガソリン・電気代を通じた家計コストへの上昇圧力が続きやすい局面です。NISA口座でインデックスファンドを積み立てている方にとっては、基準価額が下がったタイミングはより安い価格で口数を積み増せる機会ともなります。",[15,64631,51],{"id":51},[11,64633,64634],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の相場・金利・物価の動向を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64636},[64637,64638,64639],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-08","8日の日経平均は前日比1437円安の6万6819円と3日続落、約1カ月ぶりに6万7000円台を割り込んだ。米・イランの緊張再燃、AI・半導体株の調整、ETF分配金の換金売りが重なった1日の総括。",{},"\u002Freading\u002Farticles\u002F2026-07-08-nikkei-close-67k-breach-iran","2026-07-08T20:00:00+09:00",{"title":64572,"description":64641},"reading\u002Farticles\u002F2026-07-08-nikkei-close-67k-breach-iran",[73,236],"sTb7ZOix6pAcjTa5it7R4Tec-0Ij-CfP9Ry4kL0xQNE",{"id":64650,"title":64651,"author":6,"body":64652,"category":62,"dataDate":6,"date":64640,"description":64718,"extension":65,"image":6,"meta":64719,"navigation":67,"path":64720,"publishedAt":64721,"seo":64722,"stem":64723,"tags":64724,"type":6,"updated":6,"__hash__":64725},"articles\u002Freading\u002Farticles\u002F2026-07-08-yen-162-fiscal-fomc-minutes.md","ドル円が前場に162.4円まで上昇——財政懸念とホルムズ不安の「二重押し」、今夜FOMC議事録が次の焦点",{"type":8,"value":64653,"toc":64713},[64654,64667,64669,64703,64705,64708,64710],[11,64655,64656,64657,64660,64661,64666],{},"7月8日の東京前場、ドル円は一時",[33,64658,64659],{},"1ドル＝162.384円","まで上昇しました（",[22,64662,64665],{"href":64663,"rel":64664},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F08\u002F081610",[26],"外為どっとコム 2026年7月8日号","）。昨夜のニューヨーク市場終値（162.02円）をさらに上回り、今週の高値水準を更新した格好です。本日の想定レンジは161.50〜162.90円と見られており、上下どちらにも振れやすい地合いが続いています。",[15,64668,17],{"id":17},[443,64670,64671,64681,64691,64697],{},[446,64672,64673,64676,64677,64680],{},[33,64674,64675],{},"ホルムズ海峡攻撃が引き続きドル買い材料に","：イラン革命防衛隊がホルムズ海峡の商船にミサイル攻撃したとの報道（7日夜）を受け、原油先物の高止まりを背景とした実需のドル買いが前場も続きました（",[22,64678,64665],{"href":64663,"rel":64679},[26],"）。エネルギー供給を中東に依存する日本にとって、原油高は円安と重なりやすい局面です。",[446,64682,64683,64686,64687,64690],{},[33,64684,64685],{},"「財政悪化懸念」が新たな円売り圧力に","：外為市場では、日本の財政悪化懸念を背景とした円売りの地合いが続いています。「政府が低金利を求めているとの見方」が市場に広まっており、政府側は「市場には誤解がある」と否定していますが、この発言自体が材料視される形で円売りが断続的に続く状況です（",[22,64688,64665],{"href":64663,"rel":64689},[26],"）。中東リスクによるドル買いと、日本の財政不安による円売りが「二重」で円安を押し上げている点が今日の特徴と言えます。",[446,64692,64693,64696],{},[33,64694,64695],{},"162円台で「不意打ち介入」への警戒も","：162円台では、事前警告なしの為替介入（不意打ち介入）リスクが強く意識されており、積極的なドル買いを抑制している面もあります。一方でそれでも円が下げ止まらない背景には、上述の二重の売り圧力があります。",[446,64698,64699,64702],{},[33,64700,64701],{},"今夜FOMC6月議事録が公開予定","：6月17日に金利据え置きを決定したFOMCの議事録が、日本時間7月9日未明（米東部時間8日14時）に公開される予定です。その後の米6月雇用統計が市場予想の半分以下（+5.7万人）と大幅に下振れたことを踏まえ、議事録に利下げ議論の萌芽がどの程度記録されているかが注目されます。",[15,64704,45],{"id":45},[11,64706,64707],{},"ドル円が「利上げ後も円安」となっている構造的背景は、日米金利差の絶対値の大きさに加え、今日浮上した財政不安という新しい要因が加わっている点です。今夜のFOMC議事録で利下げ議論が想定より積極的な内容であれば、ドル安・円高方向への転換圧力が強まる可能性があります。逆に引き続きタカ派の記述が多ければ、来週以降も円安圧力が続きやすくなります。輸入食料・エネルギーコストを通じた家計への影響を考えると、今夜の議事録内容は明朝の相場と合わせて確認しておく価値があります。",[15,64709,51],{"id":51},[11,64711,64712],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の為替・金利・物価の動向を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":64714},[64715,64716,64717],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"8日前場のドル円は一時162.384円と今週の高値圏を更新。中東リスクに加え日本の財政悪化懸念が円売り圧力を継続させている。今夜（日本時間9日未明）公開のFOMC6月議事録での利下げ議論の温度感が、円安・円高どちらへの転換点になるかが注目される。",{},"\u002Freading\u002Farticles\u002F2026-07-08-yen-162-fiscal-fomc-minutes","2026-07-08T13:00:00+09:00",{"title":64651,"description":64718},"reading\u002Farticles\u002F2026-07-08-yen-162-fiscal-fomc-minutes",[236,164],"4IGSD0U4oojQjJ65AJ3VT6WWHw-aqHOw0IZXQrQknY0",{"id":64727,"title":64728,"author":6,"body":64729,"category":62,"dataDate":6,"date":64640,"description":64802,"extension":65,"image":6,"meta":64803,"navigation":67,"path":64804,"publishedAt":64805,"seo":64806,"stem":64807,"tags":64808,"type":6,"updated":6,"__hash__":64809},"articles\u002Freading\u002Farticles\u002F2026-07-08-wti-crude-surge-hormuz-yen162.md","前夜の米国市場：ダウ反落・WTI原油72ドル台——ホルムズ攻撃再燃で「エネルギー高×円安」が続く",{"type":8,"value":64730,"toc":64797},[64731,64745,64747,64788,64790,64793,64795],[11,64732,64733,64734,64739,64740,42],{},"7日（現地時間）のニューヨーク市場でダウ工業株30種平均は前日比130ドル76セント安（0.24%安）の5万2,925ドル15セントと3営業日ぶりに反落しました（",[22,64735,64738],{"href":64736,"rel":64737},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1595608",[26],"Investing.com／Fisco 2026年7月7日","）。イランがホルムズ海峡で商船にミサイルを発射したとの報道でエネルギー供給への懸念が高まり、WTI原油先物が一時72ドル台半ば（前日終値68ドル台半ばから2%超の上昇）に急伸。半導体関連株への売りとも重なり、株式相場全体の重しとなりました。ナスダックも終日軟調に推移しています。ドル円は一時161円台後半に弱含んだのち、長期金利の上昇に伴うドル買いで162円台前半まで戻して引けました（",[22,64741,64744],{"href":64742,"rel":64743},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260708\u002F860191.html",[26],"財経新聞 2026年7月8日",[15,64746,17],{"id":17},[443,64748,64749,64758,64769,64778],{},[446,64750,64751,64754,64755,42],{},[33,64752,64753],{},"WTI原油が72ドル台に急伸","：イランによるホルムズ海峡での商船ミサイル攻撃との報道を受け、WTI原油（期近物）は一時1バレル72ドル台半ばまで上昇。今年3月の最高値126ドル台から原油安が続き国内ガソリンも落ち着いてきたが、中東での新たな攻撃報道で再び不安定さが増した（",[22,64756,64738],{"href":64736,"rel":64757},[26],[446,64759,64760,64763,64764,42],{},[33,64761,64762],{},"ダウ反落・ナスダック軟調","：米貿易赤字が1年ぶり最高水準に拡大し成長懸念が高まるなか、エネルギーコスト上昇と半導体株への売りが重なった。半導体大手サムスン電子が過去最高益を発表したものの市場期待に届かず、世界的な同セクターへの売り圧力につながった（",[22,64765,64768],{"href":64766,"rel":64767},"https:\u002F\u002Fjp.investing.com\u002Fnews\u002Fforex-news\u002Farticle-1595674",[26],"7日の米国市場ダイジェスト - Investing.com",[446,64770,64771,64774,64775,42],{},[33,64772,64773],{},"ドル円は162円台が続く","：日銀が6月に政策金利を1.00%へ引き上げた後も日米金利差は依然大きく、ドル円は約40年ぶりの円安水準圏を維持している（",[22,64776,64744],{"href":64742,"rel":64777},[26],[446,64779,64780,64783,64784,42],{},[33,64781,64782],{},"国内ガソリンは補助金込み169円台","：6月29日時点のレギュラーガソリン全国平均は169.8円\u002FL（資源エネルギー庁データ）。政府の緊急補助金は2026年7月分が4.8円\u002FLと、停戦期待で原油が下落していた時期（補助金ピーク18.2円\u002FL）から大幅に縮小している（",[22,64785,64787],{"href":3767,"rel":64786},[26],"補助金ポータル 2026年7月2日更新",[15,64789,45],{"id":45},[11,64791,64792],{},"原油が再び70ドル台に乗せると、ガソリン・電力料金を通じた家計コストへの押し上げ要因となりやすい。ドル円が162円台で高止まりしている現状では、原油の上昇が円建てでさらに増幅される構図だ。政府補助金は足元で最低水準近くまで縮んでおり、原油高が続いた場合にガソリン小売価格への転嫁圧力が強まるか注目される。",[15,64794,51],{"id":51},[11,64796,64634],{},{"title":56,"searchDepth":57,"depth":57,"links":64798},[64799,64800,64801],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7日のNY市場でダウが130ドル安。イランのホルムズ海峡での商船攻撃報道でWTI原油が72ドル台に急伸。ドル円は162円台と約40年ぶり水準が続くなか、補助金が縮小するガソリン価格への影響が改めて意識される局面となった。",{},"\u002Freading\u002Farticles\u002F2026-07-08-wti-crude-surge-hormuz-yen162","2026-07-08T09:00:00+09:00",{"title":64728,"description":64802},"reading\u002Farticles\u002F2026-07-08-wti-crude-surge-hormuz-yen162",[164,629],"eWnSEGg_jnS9rWrq-ssIaLu1qAssPzUdJEnTazf-arg",{"id":64811,"title":64812,"author":6,"body":64813,"category":62,"dataDate":6,"date":64875,"description":64876,"extension":65,"image":6,"meta":64877,"navigation":67,"path":64878,"publishedAt":64879,"seo":64880,"stem":64881,"tags":64882,"type":6,"updated":6,"__hash__":64883},"articles\u002Freading\u002Farticles\u002F2026-07-07-nikkei-plunge-yen-162-mortgage-rate.md","日経平均1,480円安・円安162円台で引け——利上げ後も続く円安構造と変動ローン金利の行方",{"type":8,"value":64814,"toc":64870},[64815,64829,64831,64856,64858,64866,64868],[11,64816,64817,64818,64823,64824,42],{},"7日の日本株式市場は半導体関連株を中心に売りが膨らみ、日経平均株価は終値で6万8,256円96銭（前日比1,480円73銭安）と大幅に続落しました（",[22,64819,64822],{"href":64820,"rel":64821},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F756879",[26],"株式新聞 2026年7月7日","）。後場には下げ幅が一時1,500円を超える局面もありました。円相場は1ドル162円台で推移しており、1986年以来（約40年ぶり）の円安水準圏が続いています（",[22,64825,64828],{"href":64826,"rel":64827},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F07\u002F081541",[26],"外為どっとコム 2026年7月7日号",[15,64830,17],{"id":17},[443,64832,64833,64839,64850],{},[446,64834,64835,64838],{},[33,64836,64837],{},"日経平均の大幅続落","：前場から半導体・AI関連株への利益確定売りが先行し、終値は前日比1,480円73銭安（下落率約2.1%）の68,256円96銭。朝に発表されたサムスン電子の過去最高益（前年同期比19倍超）にもかかわらず、アジア市場全体で「材料出尽くし」の売りが広がった格好です。",[446,64840,64841,64844,64845,64849],{},[33,64842,64843],{},"ドル円162円台——約40年ぶりの円安が続く","：日銀は6月16日の金融政策決定会合で政策金利を0.75%→1.00%に引き上げました（",[22,64846,64848],{"href":11592,"rel":64847},[26],"日本銀行 金融政策決定会合（2026年6月）","）。それでも円安は止まらず、本日のドル円は162円台で推移。日米の金利差が依然として大きく、円売り・ドル買いの圧力が続いています。",[446,64851,64852,64855],{},[33,64853,64854],{},"長期金利も約30年ぶり高水準","：国内の長期金利（10年国債利回り）は約30年ぶりの高水準で推移しています。本日は30年国債の入札も実施され、入札結果が円相場・長期金利の短期的な方向感を左右する注目イベントとなっていました。",[15,64857,45],{"id":45},[11,64859,64860,64861,64865],{},"「利上げしても円安が止まらない」背景には、日米金利差の絶対値が依然大きい点があります。次回の日銀金融政策決定会合は7月31日。追加利上げがなければこの構造は変わりにくく、輸入品（食料・エネルギー）を通じた物価の上昇圧力は続く見通しです。家計目線で特に注目されるのが変動型住宅ローン金利で、日銀の利上げを受けて主要銀行が今秋10月前後に約0.25%の引き上げを行う見込みとなっています（",[22,64862,64864],{"href":438,"rel":64863},[26],"モゲチェック 2026年7月","）。変動金利で借りている方は、来月以降の返済計画を今一度確認しておくタイミングかもしれません。",[15,64867,51],{"id":51},[11,64869,64634],{},{"title":56,"searchDepth":57,"depth":57,"links":64871},[64872,64873,64874],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-07","7日の日経平均は終値68,256円と1,480円安の大幅続落。ドル円は1ドル162円台と約40年ぶりの水準が続く。日銀利上げ後も円安が止まらない構造的背景と、今秋に見込まれる変動型住宅ローン金利引き上げへの影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-07-nikkei-plunge-yen-162-mortgage-rate","2026-07-07T20:00:00+09:00",{"title":64812,"description":64876},"reading\u002Farticles\u002F2026-07-07-nikkei-plunge-yen-162-mortgage-rate",[73,236],"z_gcp5Mr6rfVSuBXowcmHN4h7OfO2e8tRD_Cx8X8OHE",{"id":64885,"title":64886,"author":6,"body":64887,"category":62,"dataDate":6,"date":64875,"description":64940,"extension":65,"image":6,"meta":64941,"navigation":67,"path":64942,"publishedAt":64943,"seo":64944,"stem":64945,"tags":64946,"type":6,"updated":6,"__hash__":64947},"articles\u002Freading\u002Farticles\u002F2026-07-07-samsung-q2-sell-the-news.md","サムスン決算「19倍超」でも株価は急落——前場の半導体売り・TOPIX底堅さを読む",{"type":8,"value":64888,"toc":64935},[64889,64892,64894,64909,64917,64926,64928,64931,64933],[11,64890,64891],{},"7日の東京前場は、サムスン電子の決算速報が場前に飛び込んだことで半導体関連株が軟調な展開となった。日経平均は一時600円超安まで下落した一方、TOPIX全体は高値圏を維持し、市場の資金がセクターをまたいで動き直す局面が見られた。",[15,64893,17],{"id":17},[11,64895,64896,64897,64902,64903,64908],{},"サムスン電子は7日の市場開場前に2026年4〜6月期の速報決算を発表した。",[22,64898,64901],{"href":64899,"rel":64900},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGM061OI0W6A700C2000000\u002F",[26],"営業利益は89.4兆ウォン（約9兆6,600億円）と前年同期比19.1倍","と、四半期ベースの過去最高を更新した。AI向けサーバー需要の旺盛さを受けてDRAM・NAND・高帯域幅メモリ（HBM）の価格が上昇し、半導体部門が急伸した形だ。",[22,64904,64907],{"href":64905,"rel":64906},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F98a44eee-7ced-4089-ae2c-a589cbc79754",[26],"売上高は171兆ウォン","で、市場予想の172兆ウォンをわずかに下回った。",[11,64910,64911,64912,64916],{},"しかし市場の反応は「好材料出尽くし」だった。サムスン電子株は韓国市場の開場後に6%超急落（",[22,64913,1929],{"href":64914,"rel":64915},"https:\u002F\u002Fwww.tradingkey.com\u002Fanalysis\u002Fstocks\u002Fmore\u002F262014354-samsung-q2-earnings-forecast-operating-profit-surged-19-times-yoy-stock-price-fell-more-than-6-tradingkey",[26],"）。期待値がすでに株価に織り込まれていたことで、好決算でも利益確定売りが優勢となった。",[11,64918,64919,64920,64925],{},"この動きが東京市場にも波及し、",[22,64921,64924],{"href":64922,"rel":64923},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL070WR0X00C26A7000000\u002F",[26],"前場の日経平均は一時600円超安まで下げ幅を拡大","。半導体関連株に売りが集中した。ただし東証プライム全体を示すTOPIXは高値圏を維持しており、半導体以外のセクター（SaaS・内需・バリュー株など）に資金が流れる「セクターローテーション」の様相も確認されている。",[15,64927,45],{"id":45},[11,64929,64930],{},"AI向け半導体の需要そのものは依然として旺盛であることを、この決算は数字で裏付けている。株価下落は需要の崩壊ではなく、「期待値を取り込み済みの株価が現実に調整された」局面とも読める。TOPIX全体が底堅い点は、日本株市場が半導体一辺倒でなく幅広いセクターに支えられている構図を示唆しており、分散投資の観点からは注目に値する動きだ。",[15,64932,51],{"id":51},[11,64934,54],{},{"title":56,"searchDepth":57,"depth":57,"links":64936},[64937,64938,64939],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7日早朝、サムスン電子の4〜6月期速報で営業利益が前年比19倍超の最高益を更新。それでも株価は6%超急落する「材料出尽くし」が発生。東京前場も半導体関連株が軟調な一方でTOPIX全体は底堅く、資金シフトの動きが見られた。",{},"\u002Freading\u002Farticles\u002F2026-07-07-samsung-q2-sell-the-news","2026-07-07T13:00:00+09:00",{"title":64886,"description":64940},"reading\u002Farticles\u002F2026-07-07-samsung-q2-sell-the-news",[73,164],"perP8EkwaUDqHtd5ht-NzKvWbdzWGPw3KQOVYUpezzA",{"id":64949,"title":64950,"author":6,"body":64951,"category":62,"dataDate":6,"date":64875,"description":65020,"extension":65,"image":6,"meta":65021,"navigation":67,"path":65022,"publishedAt":65023,"seo":65024,"stem":65025,"tags":65026,"type":6,"updated":6,"__hash__":65027},"articles\u002Freading\u002Farticles\u002F2026-07-07-dow-record-yen-162-ism-services-prices.md","ダウ最高値更新・ドル円162円台に再浮上――米サービス業の価格高止まりが示す円安の長期化リスク",{"type":8,"value":64952,"toc":65015},[64953,64956,64958,64966,64984,64997,65005,65007,65010,65012],[11,64954,64955],{},"独立記念日（7月4日）の連休明け7月6日（月）、ニューヨーク市場の主要3指数がそろって上昇し、ダウ工業株30種平均は53,055ドルと最高値を更新した。一方で同日公表の米6月ISMサービス業景況指数の価格項目は依然として67%台と高く、ドル円は連休中の160円台前半から162円台へ再浮上した。米国のサービス価格の根強さが「Fed は急には利下げできない」との見方を下支えし、円安が続く構図が改めて浮かび上がった。",[15,64957,17],{"id":17},[11,64959,64960,64961,42],{},"7月6日の米国市場の終値は以下のとおり（",[22,64962,64965],{"href":64963,"rel":64964},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-july-6-2026",[26],"TheStreet, 2026年7月6日",[443,64967,64968,64974,64979],{},[446,64969,64970,64973],{},[33,64971,64972],{},"ダウ工業株30種平均",": 53,055.91ドル（前営業日比 +155.84ドル、+0.29%）——最高値更新",[446,64975,64976,64978],{},[33,64977,7115],{},": 7,537.43（+0.72%）",[446,64980,64981,64983],{},[33,64982,6562],{},": 26,121.16（+1.12%）",[11,64985,64986,64987,64992,64993,64996],{},"同日公表された米6月ISMサービス業景況指数は総合で54.0%（5月比 −0.5ポイント）と小幅に低下したが、24か月連続で拡張圏を維持した（",[22,64988,64991],{"href":64989,"rel":64990},"https:\u002F\u002Fwww.prnewswire.com\u002Fnews-releases\u002Fservices-pmi-at-54-june-2026-ism-services-pmi-report-302817275.html",[26],"ISM® プレスリリース, 2026年7月6日","）。注目は",[33,64994,64995],{},"価格指数（Prices Index）で67.7%","（5月71.3%から低下したものの依然として高水準）。過去12か月の平均が68%と高い状態が続いており、サービス部門のインフレが容易には収まっていないことを示している。",[11,64998,64999,65000,42],{},"為替市場では、7月2日の米6月雇用統計（非農業部門雇用者数+5万7,000人と市場予想の約半分）を受けて160円台前半まで下落していたドル円が、7月6日のニューヨーク市場では一時162円台前半まで回復した（",[22,65001,65004],{"href":65002,"rel":65003},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260707\u002F859983.html",[26],"財経新聞, 2026年7月7日",[15,65006,45],{"id":45},[11,65008,65009],{},"ISMサービス業の価格指数が67%台を保っている事実は、雇用が鈍化しても「米国のインフレは粘り強い」という解釈を支えやすい。Fed が利下げを急がなければ、日米金利差は縮まりにくく、円安・ドル高の傾向が長引く可能性がある。輸入コスト（食料・エネルギー）への影響は引き続き注視が必要で、今週7月8日（水）公開予定のFOMC6月議事録での議論の温度感が次の焦点となる。",[15,65011,51],{"id":51},[11,65013,65014],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の為替・株価・金利を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":65016},[65017,65018,65019],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"独立記念日明け7月6日の米国市場はダウが53,055ドルと最高値を更新。一方でISMサービス業価格指数が67%台と高止まりし、ドル円は一時160円台から162円台へ再び上昇。輸入インフレが続く日本家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-07-dow-record-yen-162-ism-services-prices","2026-07-07T09:00:00+09:00",{"title":64950,"description":65020},"reading\u002Farticles\u002F2026-07-07-dow-record-yen-162-ism-services-prices",[164,236],"Y3YRhAaxs8CKxReMZE619ARmz-LRtl1WC4XuQ5FKGZE",{"id":65029,"title":65030,"author":6,"body":65031,"category":62,"dataDate":6,"date":64875,"description":65091,"extension":65,"image":6,"meta":65092,"navigation":67,"path":65093,"publishedAt":65023,"seo":65094,"stem":65095,"tags":65096,"type":6,"updated":6,"__hash__":65097},"articles\u002Freading\u002Farticles\u002F2026-07-07-dow-53k-record-yen-impact.md","NYダウが53,000ドル台の最高値更新——円安160円台が続く中、NISA米株運用への影響は",{"type":8,"value":65032,"toc":65086},[65033,65036,65038,65041,65062,65069,65076,65078,65081,65083],[11,65034,65035],{},"独立記念日（7月4日）の3連休明け、米国市場は揃って上昇し、NYダウが節目の53,000ドルを超える終値をつけました。日本時間の朝を迎える投資家にとって、この動きが円安と重なって何を意味するか、ポイントを整理します。",[15,65037,17],{"id":17},[11,65039,65040],{},"7月6日（月・現地時間）の米国株式市場は3指数が揃って上昇して引けました。",[443,65042,65043,65052,65057],{},[446,65044,65045,65047,65048,1714],{},[33,65046,5616],{},": 53,055.91ドル（前日比＋155.84ドル、＋0.29%）——終値として最高値を更新し、初めて53,000ドルを超えて引けました（",[22,65049,65051],{"href":64963,"rel":65050},[26],"TheStreet, July 6, 2026",[446,65053,65054,65056],{},[33,65055,5627],{},": 7,537.43（＋0.72%）",[446,65058,65059,65061],{},[33,65060,6562],{},": 26,121.16（＋1.12%）——テック株が相場をけん引",[11,65063,65064,65065,42],{},"為替面では、ドル円は先週162.84円まで上昇した後、6月の米雇用統計（非農業部門雇用者数が市場予想を大幅に下回る5.7万人増）を受けて160.63円付近まで反落。今週は160〜162円台で上値の重い展開が続いています（",[22,65066,65068],{"href":64545,"rel":65067},[26],"外為どっとコム, 2026年7月5日",[11,65070,65071,65072,65075],{},"今週の注目イベントとしては、",[33,65073,65074],{},"7月8日（水）のFOMC議事要旨","が挙げられます。米利上げ観測の後退・維持どちらに読まれるかで、ドル円・米長期金利が揺れる可能性があります。",[15,65077,45],{"id":45},[11,65079,65080],{},"米株最高値更新は、NISA口座で米国株インデックスを持つ個人投資家にとっては円換算の資産評価額を押し上げる材料です。ただしドル円が160円台にとどまる限り、輸入コストの高止まりを通じた食料品・エネルギー価格への上昇圧力は続く点は家計目線では無視できません。FOMC議事要旨でタカ派・ハト派どちらの色が濃く出るかが、今週の円相場の短期的な方向感を左右しそうです。",[15,65082,51],{"id":51},[11,65084,65085],{},"本記事は公開情報をもとにした情報提供を目的としたもので、投資助言ではありません。個別銘柄・ファンドの売買を推奨するものではなく、将来の株価・為替・物価の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":65087},[65088,65089,65090],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月6日の米国市場でNYダウが終値53,055ドルと最高値を更新。S&P500・ナスダックも上昇した一方、ドル円は160円台で高止まり。円換算リターンと輸入物価への二面的な影響を整理します。",{},"\u002Freading\u002Farticles\u002F2026-07-07-dow-53k-record-yen-impact",{"title":65030,"description":65091},"reading\u002Farticles\u002F2026-07-07-dow-53k-record-yen-impact",[164,236],"FKvpHw1BIss0jHYz9IbSwKz1HIFcyEgO9JuIfMUeKbE",{"id":65099,"title":65100,"author":6,"body":65101,"category":62,"dataDate":6,"date":65160,"description":65161,"extension":65,"image":6,"meta":65162,"navigation":67,"path":65163,"publishedAt":65164,"seo":65165,"stem":65166,"tags":65167,"type":6,"updated":6,"__hash__":65168},"articles\u002Freading\u002Farticles\u002F2026-07-06-yen-162-record-low.md","円が162円台、約40年ぶりの安値水準｜輸入物価と家計への影響を整理する",{"type":8,"value":65102,"toc":65155},[65103,65106,65108,65122,65136,65145,65147,65150,65152],[11,65104,65105],{},"2026年7月6日、円相場が1ドル162円台前半で推移し、1986年12月以来約39年半ぶりとなる円安水準が続いています。日銀は6月に政策金利を1.00%へ引き上げたものの、円売りの流れは止まっていません。",[15,65107,17],{"id":17},[11,65109,65110,65111,65116,65117,65121],{},"7月6日のアジア市場で、円は一時",[22,65112,65115],{"href":65113,"rel":65114},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL063RI0W6A700C2000000\u002F",[26],"1ドル＝161円85銭","まで下落しました。6月30日には",[22,65118,65120],{"href":59953,"rel":65119},[26],"約39年半ぶりとなる162円台","に突入しており、その水準が本日も続いています。",[11,65123,65124,65125,65129,65130,65135],{},"日本銀行は6月16日の金融政策決定会合で",[22,65126,65128],{"href":438,"rel":65127},[26],"政策金利を0.25%引き上げ、年1.00%","と決定しました。利上げにもかかわらず円安が続く背景には、米国の金利先高観や日本の財政不安が指摘されています。一部のエコノミストは",[22,65131,65134],{"href":65132,"rel":65133},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB032N10T00C26A7000000\u002F",[26],"「年内170円も現実味がある」","との見方を示しており、通貨当局による為替介入への警戒感は依然として強い状況です。",[11,65137,65138,65139,65144],{},"日経平均株価は同日の終値が",[22,65140,65143],{"href":65141,"rel":65142},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL060S8TW6A700C2000000\u002F",[26],"69,737円（前週末比6円安、ほぼ横ばい）","と方向感の出にくい一日でした。",[15,65146,45],{"id":45},[11,65148,65149],{},"円安が続くと輸入品の仕入れコストが上がり、食料品・エネルギー・日用品の価格に転嫁されやすくなります。すでに続いている食品や光熱費の値上がりが長引く可能性がある点は、家計管理の上で意識しておく必要があります。一方、NISAなどで米国株や外貨建て資産を保有している方には円ベースの評価額が膨らみやすい局面ですが、円安が反転した際の目減りリスクもあわせて頭に置いておきたいところです。",[15,65151,51],{"id":51},[11,65153,65154],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の売買を推奨するものではなく、将来の為替・資産価格を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":65156},[65157,65158,65159],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-06","2026年7月6日、円相場が1986年12月以来約39年半ぶりとなる1ドル162円台で推移。日銀の利上げサイクルが続くなか、輸入物価の上昇圧力と外貨資産への影響を整理します。",{},"\u002Freading\u002Farticles\u002F2026-07-06-yen-162-record-low","2026-07-06T20:00:00+09:00",{"title":65100,"description":65161},"reading\u002Farticles\u002F2026-07-06-yen-162-record-low",[236,73],"YCQ_U35Iv8yqfb1Fz6WXTZkLk3P51bF5I-XmgYg_Fmc",{"id":65170,"title":65171,"author":6,"body":65172,"category":62,"dataDate":6,"date":65160,"description":65228,"extension":65,"image":6,"meta":65229,"navigation":67,"path":65230,"publishedAt":65231,"seo":65232,"stem":65233,"tags":65234,"type":6,"updated":6,"__hash__":65235},"articles\u002Freading\u002Farticles\u002F2026-07-06-nikkei-drop-semiconductor-yen-161.md","前場の日経平均824円安、半導体売りと円安161円台が続く",{"type":8,"value":65173,"toc":65223},[65174,65177,65179,65190,65196,65207,65213,65215,65218,65220],[11,65175,65176],{},"7月6日午前の東京株式市場は、半導体・AI関連銘柄が広く売られ、日経平均が大幅反落した。一方、自動車や防衛関連株は買われ、日経平均とTOPIXで明暗が分かれる展開となった。為替は引き続き1ドル161円台で推移し、円安基調が続いている。",[15,65178,17],{"id":17},[11,65180,65181,65184,65185,65189],{},[33,65182,65183],{},"日経平均の前場動向",": 日経平均は午前終値で前週末比824円93銭安（1.18%安）の6万8919円14銭で引けた（",[22,65186,315],{"href":65187,"rel":65188},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL060E70W6A700C2000000\u002F",[26],"）。週明けの朝方は欧州株高を受けた買いで一時600円を超える上昇もあったが、その後は売りに押された。",[11,65191,65192,65195],{},[33,65193,65194],{},"下落の主因は半導体",": 韓国の半導体関連株の下落が波及し、ソフトバンクグループ・東京エレクトロン・アドバンテストなどAI・半導体関連銘柄に利益確定売りが出た。一方、トヨタやホンダなどの自動車株、防衛関連銘柄には買いが入り、TOPIXは0.18%高（4071.77）と小幅プラスだった。",[11,65197,65198,65201,65202,65206],{},[33,65199,65200],{},"円安161円台が続く",": ドル円は161円台での推移が続く。6月末には1986年以来約39年半ぶりの安値となる162円台まで売られた。今週のドル円予想レンジは159.50〜162.50円とされ、週前半は米金利先高観から162.50円を試す展開も見込まれている（",[22,65203,849],{"href":65204,"rel":65205},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F04\u002F080100",[26],"）。財務大臣は為替介入について「必要があれば断固たる措置を取る」と繰り返し牽制している。",[11,65208,65209,65212],{},[33,65210,65211],{},"米国市場は祝日で休場",": 7月4日（独立記念日）の振替で米国市場は7月3日（木）が休場。前々週末7月2日の米国市場はS&P500が0.49%高、ダウが最高値を更新しており、週明けの東京市場への直接的な米株材料は限られた。",[15,65214,45],{"id":45},[11,65216,65217],{},"日経平均とTOPIXの逆行（半導体安・自動車高）は、AI・半導体関連銘柄の集中を避けた分散の有効性を改めて示している。円安161円台の継続は輸入食品や電気・ガス料金を通じた家計コスト押し上げ要因で、特に光熱費や食品価格の動向は引き続き注視が必要だ。また、新NISAで海外株・海外投資信託を保有している場合、円換算の資産評価は押し上げられているが、為替が急転換した際の評価額の目減りリスクも残る。",[15,65219,51],{"id":51},[11,65221,65222],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・資産の売買を推奨するものではなく、将来の相場や経済動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":65224},[65225,65226,65227],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月6日午前の東京市場は、韓国発の半導体安が波及して日経平均が824円下落。一方TOPIXは小幅高と業種間で明暗が分かれた。円相場は161円台が続き、今週162円半ばを試す展開も見込まれる。",{},"\u002Freading\u002Farticles\u002F2026-07-06-nikkei-drop-semiconductor-yen-161","2026-07-06T13:00:00+09:00",{"title":65171,"description":65228},"reading\u002Farticles\u002F2026-07-06-nikkei-drop-semiconductor-yen-161",[73,74],"WtcjPu_oSX1w4JURZO4ZT2YYQNh1XhBxwv1zDzP4_5A",{"id":65237,"title":65238,"author":6,"body":65239,"category":57326,"dataDate":6,"date":65160,"description":65373,"extension":65,"image":6,"meta":65374,"navigation":67,"path":65375,"publishedAt":6,"seo":65376,"stem":65377,"tags":65378,"type":6,"updated":6,"__hash__":65380},"articles\u002Freading\u002Farticles\u002Fwhat-is-real-wage.md","実質賃金とは？名目賃金との違いとインフレによる目減りをやさしく解説",{"type":8,"value":65240,"toc":65366},[65241,65248,65251,65257,65260,65263,65269,65276,65279,65288,65290,65310,65315,65317,65337,65339,65342,65362,65364],[11,65242,65243,65244,65247],{},"給与が上がっているはずなのに、生活の余裕が増えている実感がない——そう感じたことがある人は少なくありません。その理由の一つが「",[33,65245,65246],{},"実質賃金","（じっしつちんぎん）」という概念です。実質賃金を知ると、「賃上げ」のニュースを正しく読み解く力が身につきます。",[15,65249,65250],{"id":65250},"実質賃金とは",[11,65252,65253,65254,56465],{},"実質賃金とは、",[33,65255,65256],{},"名目賃金（額面の給与）から物価の変動を差し引いた、生活実感に近い賃金の指標",[11,65258,65259],{},"たとえば、今年の給与が去年より3%上がったとします。しかし同じ期間に物価も5%上昇していたとすると、お金の額は増えても実際に買える物の量は減っています。",[11,65261,65262],{},"計算式で示すと：",[64164,65264,65267],{"className":65265,"code":65266,"language":64169},[64167],"実質賃金の増減率 ≒ 名目賃金の増減率 − 物価の上昇率（CPI）\n",[51554,65268,65266],{"__ignoreMap":56},[11,65270,65271,65272,65275],{},"上の例では「3% − 5% = −2%」。給与が増えていても、",[33,65273,65274],{},"実質的には2%分、購買力（買い物できる力）が下がった","ことになります。",[11,65277,65278],{},"この「物価の上昇率」に使われる指標が**CPI（消費者物価指数）**です。総務省が毎月公表する、家庭が購入する商品・サービスの価格変動を示す数値です。",[11,65280,65281,65282,65287],{},"実際の数字で見ると、2026年3月の現金給与総額（名目）は前年同月比+3.5%伸びましたが、消費者物価の上昇が続いたため、実質賃金は前年同月比+1.0%にとどまっています（",[22,65283,65286],{"href":65284,"rel":65285},"https:\u002F\u002Fwww.mhlw.go.jp\u002Ftoukei\u002Fitiran\u002Froudou\u002Fmonthly\u002Fr08\u002F2603p\u002F2603p.html",[26],"厚生労働省 毎月勤労統計調査 2026年3月分速報","、取得日2026-07-06）。",[15,65289,57249],{"id":57249},[443,65291,65292,65298,65304],{},[446,65293,65294,65297],{},[33,65295,65296],{},"「名目」は額面、「実質」は物価調整後","。ニュースで「賃上げ率○%」とあれば、それは名目の数字です。物価の動きと照らし合わせて初めて生活実感と結びつきます",[446,65299,65300,65303],{},[33,65301,65302],{},"実質賃金がマイナスなら、給料が増えても手取りの価値は下がっている","。近年の日本ではこの状態が長く続いていました",[446,65305,65306,65309],{},[33,65307,65308],{},"インフレ（物価上昇）が高いほど実質賃金は押し下げられる","。現金や低金利の預金だけで資産を保有していると、同じ圧力を資産面でも受けます",[11,65311,65312,65313],{},"まずは今の自分の資産がインフレにどれだけ耐えられるか、確かめてみましょう → ",[22,65314,51723],{"href":51722},[15,65316,57278],{"id":57277},[443,65318,65319,65325,65331],{},[446,65320,65321,65324],{},[33,65322,65323],{},"「賃上げ率が高いからインフレに勝っている」とは限らない","。名目の賃上げ率が物価上昇率を上回るときだけ、実質賃金はプラスになります",[446,65326,65327,65330],{},[33,65328,65329],{},"「実質賃金がプラスになれば安心」と思いがち","。プラスに回復しても、それまで下がり続けた累積の目減りは取り戻せません。長期目線では資産の物価連動性を意識することが重要です",[446,65332,65333,65336],{},[33,65334,65335],{},"「会社の賃上げがあれば十分」という思い込み","。物価上昇は全員に等しく影響します。賃上げがあっても物価次第では購買力は変わり、賃上げのない人はより大きな目減りにさらされます",[15,65338,57292],{"id":57292},[11,65340,65341],{},"実質賃金の考え方を把握したら、次は資産全体を「インフレに強い構造」にすることを検討してみましょう。",[443,65343,65344,65349,65355],{},[446,65345,65346,65347],{},"自分の資産構成を数値で確認する → ",[22,65348,51723],{"href":51722},[446,65350,65351,65352],{},"NISA（少額投資非課税制度）を活用して物価と連動しやすい資産を持つ → ",[22,65353,65354],{"href":56939},"NISA初心者ガイド",[446,65356,65357,65358,51887,65360],{},"証券会社を比べて口座を開く → ",[22,65359,59815],{"href":59814},[22,65361,57313],{"href":56946},[15,65363,51],{"id":51},[11,65365,59834],{},{"title":56,"searchDepth":57,"depth":57,"links":65367},[65368,65369,65370,65371,65372],{"id":65250,"depth":57,"text":65250},{"id":57249,"depth":57,"text":57249},{"id":57277,"depth":57,"text":57278},{"id":57292,"depth":57,"text":57292},{"id":51,"depth":57,"text":51},"「実質賃金」は物価変動を加味した賃金指標です。名目賃金が増えても物価上昇があれば手取りの価値は下がります。計算式・読み方・インフレとの関係を初心者向けにわかりやすく解説します。",{},"\u002Freading\u002Farticles\u002Fwhat-is-real-wage",{"title":65238,"description":65373},"reading\u002Farticles\u002Fwhat-is-real-wage",[65379,236],"wage","lW2YmcR6055gAR-qpC-BtOYyj5ogGe3XQ7wDrOP3hHk",{"id":65382,"title":65383,"author":6,"body":65384,"category":66042,"dataDate":66043,"date":66043,"description":66044,"extension":65,"image":6,"meta":66045,"navigation":67,"path":66046,"publishedAt":66047,"seo":66048,"stem":66049,"tags":66050,"type":52077,"updated":6,"__hash__":66054},"articles\u002Freading\u002Farticles\u002Fnagashima-hishida-1oku-mansion-loan-review.md","【検証】「世帯年収700万でも買えない・新築平均1億円超」は本当か──長嶋修×菱田雅生の住宅ローン対談をデータでレビュー",{"type":8,"value":65385,"toc":66029},[65386,65405,65420,65422,65433,65435,65441,65497,65499,65502,65624,65634,65638,65664,65669,65671,65684,65687,65759,65764,65766,65795,65802,65824,65826,65852,65854,65997,66002,66004,66024],[11,65387,65388,65389,65392,65393,65396,65397,65400,65401,65404],{},"不動産投資メディア「楽待」が2026年7月5日に公開した対談動画は、不動産コンサルタントの長嶋修氏（さくら事務所会長）と、独立系FPの菱田雅生氏（ライフアセットコンサルティング代表）が、",[33,65390,65391],{},"「世帯年収700万円の中間層がもう都心新築を買えない」現実","を入口に、住宅ローンの落とし穴を掘り下げる内容です。論点は",[33,65394,65395],{},"「新築平均1億円超」「借りられる額と返せる額の混同」「家計の使途不明金」「ペアローンと離婚」「教育費のピーク」「50年ローンを銀行が勧める理由」","へと広がります。本記事では、タイトルとチャプターに掲げられた主張を、",[33,65398,65399],{},"不動産経済研究所・東京カンテイ・リクルート・文部科学省・住宅金融支援機構といった一次データと突き合わせて検証","します。結論を先に言えば、",[33,65402,65403],{},"価格・年収倍率・ペアローン利用率・教育費・50年ローンの利息増は、いずれも公的データや大手調査とよく整合","します。日銀が政策金利を1%へ引き上げ、フラット35が3%を超えた2026年夏のいま、方向としての誇張はほぼありません。ただし「銀行が勧める本当の理由」のような動機の部分は、データで直接は裏取りできない解釈である点に注意が要ります。",[50961,65406,65407,65412],{},[11,65408,65409,65411],{},[33,65410,50967],{}," 「東京23区の新築平均は1億3,000万円台」「世帯年収700万円では都心新築に手が届かない」「50年ローンは月々が軽くなる代わりに総利息が大きく増える」という骨子は、不動産経済研究所・東京カンテイ・モゲチェック試算など一次データときれいに整合する。一方で「銀行が勧める本当の理由」は利息収入増という構造からの推論で、銀行側の動機を直接示す統計・報道は確認できない。",[11,65413,65414,65416,65417,65419],{},[33,65415,50977],{}," これから住宅購入やペアローン・超長期ローンを検討する共働き世帯。 ",[33,65418,50981],{}," 「買うな」か「買え」かの結論だけを短時間で知りたい人。",[15,65421,50998],{"id":50998},[51000,65423,65430],{"cast":65424,"date":65425,"theme":65426,"thumb":65427,"title":65428,"url":65429},"長嶋修氏（不動産コンサルタント・さくら事務所会長）／菱田雅生氏（ライフアセットコンサルティング代表・CFP®）／堤友香氏（司会）","2026年7月5日公開（楽待）","新築マンション価格高騰／住宅ローンの適正額／ペアローン・50年ローンのリスク／教育費と家計管理","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002F7GRdnwKU4q8\u002Fhqdefault.jpg","【世帯年収700万でも買えない】新築平均1億円超の現実／「借りられる額」と「返せる額」の危険な勘違い／ペアローンで離婚したらどうなる／50年ローンを銀行が勧める本当の理由《長嶋修×菱田雅生》","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=7GRdnwKU4q8",[11,65431,65432],{},"中間層の住宅取得難をテーマに、市況分析の長嶋氏と家計・ローン実務の菱田氏が、価格高騰の構造と「借り方」の落とし穴を整理する約40分の対談。買い煽りでも悲観でもなく、慎重な資金計画を促す立場です。",[15,65434,51018],{"id":51017},[11,65436,65437,65438],{},"約40分の対談を、概要欄の公式チャプターに沿って論点ごとに整理します。",[51023,65439,65440],{},"※要約は概要欄のチャプター構成と、両氏が公開している著作・記事での主張に基づく論点整理です。個別の発言の詳細は動画本編をご確認ください。",[51027,65442,65443,65449,65456,65463,65469,65476,65483,65490],{},[51030,65444,65446],{"title":65445,"ts":51033},"オープニング──中間層が買えない時代",[11,65447,65448],{},"東京23区の新築マンション平均価格は1億3,000万円台に達し、「世帯年収700万円」の中間層が都心新築に手を出せない時代になった。番組全体の問題意識が提示される。",[51030,65450,65453],{"title":65451,"ts":65452},"新築マンション価格はなぜ上がり続けるのか","03:39",[11,65454,65455],{},"資材費・人件費による建築費の高騰、地価の上昇、パワーカップルや国内外の富裕層・投資家の需要集中という構造の解説。長嶋氏はかねて「上がるのは上位1〜2割で、市場は三極化する」と一貫して主張してきた論点だ。",[51030,65457,65460],{"title":65458,"ts":65459},"借りられる額と返せる額の混同","07:44",[11,65461,65462],{},"銀行の審査上限（返済負担率30〜35%）は「貸せる額」であって「返せる額」ではない。菱田氏の持論である「住宅ローンは借りられる金額ではなく返せる金額で組む」が本編の核になる論点。",[51030,65464,65466],{"title":65465,"ts":17725},"家計の棚卸しで見えてくる使途不明金",[11,65467,65468],{},"購入前に家計の収支を棚卸しし、毎月どこに消えているか分からない支出を可視化してから返済計画を立てる、というFP実務のプロセス。返済額の逆算は「いくら貯蓄を残せるか」から始まる。",[51030,65470,65473],{"title":65471,"ts":65472},"ペアローンと離婚リスク","15:24",[11,65474,65475],{},"夫婦2人の収入を前提に借入額を膨らませるペアローンは、首都圏新築契約者の3人に1人が利用するまで一般化した。離婚時には共有名義と相互の連帯保証が外せず、売却も返済も行き詰まりやすいという警鐘。",[51030,65477,65480],{"title":65478,"ts":65479},"教育費のピークを無視した購入","20:24",[11,65481,65482],{},"教育費は子どもの成長とともに重くなり、高校〜大学で年100万〜200万円規模のピークを迎える。購入時点の家計だけで返済額を決めると、10年後の教育費ピークと重なって家計が回らなくなるという指摘。",[51030,65484,65487],{"title":65485,"ts":65486},"50年ローンの甘い罠","25:29",[11,65488,65489],{},"返済期間を50年に延ばせば月々の返済は数万円軽くなるが、総利息は大きく膨らみ、金利も35年型より上乗せされる例が多い。月々の安さだけを見て借入額を増やすことの危うさと、銀行側の収益構造に踏み込む論点。",[51030,65491,65494],{"title":65492,"ts":65493},"子の独立後に広すぎる家が残る","33:00",[11,65495,65496],{},"教育期に合わせて買った広い家は、子どもの独立後に持て余す。ライフステージの変化と住み替えまで含めた長期の資金計画で締めくくられる。",[15,65498,51094],{"id":51093},[11,65500,65501],{},"タイトル・チャプターに掲げられた主張を、一次情報・大手調査で検証しました。",[13939,65503,65504],{},[2752,65505,65506,65516],{},[2755,65507,65508],{},[2758,65509,65510,65512,65514],{},[2761,65511,51108],{},[2761,65513,51111],{},[2761,65515,51114],{},[2768,65517,65518,65534,65546,65558,65574,65586,65598,65611],{},[2758,65519,65520,65523,65530],{},[2773,65521,65522],{},"新築マンションは平均1億円超",[2773,65524,65525,65526,65529],{},"東京23区の2025年平均は",[33,65527,65528],{},"1億3,613万円","（前年比+21.8%、3年連続1億円超）。2026年5月には首都圏平均でも1億660万円と、月次で1都3県平均が1億円台に。",[2773,65531,65532],{},[51128,65533,51131],{"type":51130},[2758,65535,65536,65539,65542],{},[2773,65537,65538],{},"世帯年収700万円でも買えない",[2773,65540,65541],{},"返済負担率25%・35年返済での借入目安は約4,300万〜5,400万円で、23区新築平均の半分以下。菱田氏自身の試算でも1億円物件には30歳購入で年収1,060万円程度が必要。東京都の新築年収倍率は17.00倍と全国最高。",[2773,65543,65544],{},[51128,65545,51131],{"type":51130},[2758,65547,65548,65551,65554],{},[2773,65549,65550],{},"「借りられる額」と「返せる額」は別物",[2773,65552,65553],{},"フラット35の審査基準は年収400万円以上で返済負担率35%以下、民間銀行も概ね30〜40%。一方FPの推奨は手取りの20〜25%。同じ年収でも試算上2,000万円超の差が出る。",[2773,65555,65556],{},[51128,65557,51131],{"type":51130},[2758,65559,65560,65563,65570],{},[2773,65561,65562],{},"ペアローンが一般化し、離婚時にリスクになる",[2773,65564,65565,65566,65569],{},"首都圏新築契約者の",[33,65567,65568],{},"36%","がペアローン利用（年収1,000万円以上の共働きでは74%）。2024年の離婚は18万5,904組。離婚後も連帯保証・共有名義が残り「2人分返済・売却困難」の事例は日経も報道。",[2773,65571,65572],{},[51128,65573,51131],{"type":51130},[2758,65575,65576,65579,65582],{},[2773,65577,65578],{},"教育費のピークを無視すると危ない",[2773,65580,65581],{},"文科省調査で幼稚園〜高校の学習費はすべて公立614万円・すべて私立1,969万円。日本政策金融公庫調査では高校入学〜大学卒業だけで平均942.5万円と、負担は後半に集中。",[2773,65583,65584],{},[51128,65585,51131],{"type":51130},[2758,65587,65588,65591,65594],{},[2773,65589,65590],{},"50年ローンが広がっている",[2773,65592,65593],{},"住信SBIネット銀行（2023年）を皮切りにauじぶん銀行・PayPay銀行等が参入。PayPay銀行では20代の70%が35年超〜50年を選択。フラット50の30歳未満申請は2024年に前年比2.6倍。",[2773,65595,65596],{},[51128,65597,51131],{"type":51130},[2758,65599,65600,65603,65606],{},[2773,65601,65602],{},"50年ローンを銀行が勧める「本当の理由」",[2773,65604,65605],{},"6,000万円・年0.75%の試算で総利息は35年約823万円→50年約1,197万円と約1.5倍。金利0.1%程度の上乗せも一般的で、銀行の利息収入が増える構造自体は事実。ただし「勧める動機」を直接示す統計・報道は確認できず、解釈の域。",[2773,65607,65608],{},[51128,65609,65610],{"type":51232},"△ 構造は事実・動機は推論",[2758,65612,65613,65616,65619],{},[2773,65614,65615],{},"マンション価格は今後も上がり続ける",[2773,65617,65618],{},"建築費指数は前年比+5.5%、2026年公示地価は東京+8.4%・路線価は東京+9.4%と上昇継続。ただし長嶋氏自身が「上がるのは上位10〜15%で残りは値下がりする三極化」と限定しており、「全部が上がる」わけではない。",[2773,65620,65621],{},[51128,65622,65623],{"type":51232},"△ 都心限定なら整合",[11,65625,51452,65626,65628,65629,65631,65632,52775],{},[51128,65627,51455],{"type":51130}," データと整合 ／ ",[51128,65630,51459],{"type":51232}," シナリオ・観測段階／解釈を含む ／ ",[51128,65633,51463],{"type":51338},[15,65635,65637],{"id":65636},"数字で見る1億円マンション時代の足元","数字で見る「1億円マンション時代」の足元",[51470,65639,65640,65646,65652,65658],{},[51473,65641,65643],{"unit":56704,"value":65642},"1億3,613万",[11,65644,65645],{},"東京23区の新築マンション平均価格（2025年・前年比+21.8%）",[51473,65647,65649],{"unit":52784,"value":65648},"17.00",[11,65650,65651],{},"東京都の新築マンション年収倍率。全国平均10.38倍も8年連続で拡大",[51473,65653,65655],{"unit":51482,"value":65654},"36",[11,65656,65657],{},"首都圏新築マンション契約者のペアローン利用率。年収1,000万円以上の共働きでは74%",[51473,65659,65661],{"unit":51482,"value":65660},"3.21",[11,65662,65663],{},"フラット35の2026年6月最低金利。現行制度で初の3%超え",[11,65665,65666],{},[51023,65667,65668],{},"※新築価格は不動産経済研究所（2025年暦年）、年収倍率は東京カンテイ（2025年12月発表）、ペアローン利用率はリクルート「首都圏新築マンション契約者動向調査（2025年）」、フラット35は住宅金融支援機構の公表値に基づきます。",[8668,65670,51507],{"id":51507},[51509,65672,65673,65677,65681],{},[51512,65674,65676],{"href":65675,"note":51524},"\u002Freading\u002Farticles\u002Fwhat-is-boj-rate-hike\u002F","日銀の利上げとは",[51512,65678,65680],{"href":65679,"note":51524},"\u002Freading\u002Farticles\u002Finterest-rate-impact\u002F","金利が上がると何が起きる？",[51512,65682,65683],{"href":52041,"note":51524},"現金とインフレの関係",[15,65685,65686],{"id":65686},"この動画に関連する指標",[13939,65688,65689],{},[2752,65690,65691,65702],{},[2755,65692,65693],{},[2758,65694,65695,65697,65700],{},[2761,65696,10287],{},[2761,65698,65699],{},"足元の水準",[2761,65701,51546],{},[2768,65703,65704,65715,65726,65737,65748],{},[2758,65705,65706,65709,65712],{},[2773,65707,65708],{},"日銀政策金利",[2773,65710,65711],{},"1.00%（2026年6月16日に0.75%から引き上げ・31年ぶり高水準）",[2773,65713,65714],{},"変動金利の前提が変わる。多くの銀行は2026年10月改定に反映見込み",[2758,65716,65717,65720,65723],{},[2773,65718,65719],{},"変動型住宅ローン金利",[2773,65721,65722],{},"ネット系平均で年1.1%前後",[2773,65724,65725],{},"新規貸出の83.5%が変動型。0.25%上昇で5,000万円・35年なら月約5,900円増の試算",[2758,65727,65728,65731,65734],{},[2773,65729,65730],{},"フラット35（固定）",[2773,65732,65733],{},"3.21%（2026年6月・2カ月で+0.82%）",[2773,65735,65736],{},"「借りられる額」の前提を直撃。固定と変動の金利差は過去最大級",[2758,65738,65739,65742,65745],{},[2773,65740,65741],{},"建築費指数（集合住宅・東京）",[2773,65743,65744],{},"前年比+5.5%",[2773,65746,65747],{},"新築価格が下がりにくい供給側の理由",[2758,65749,65750,65753,65756],{},[2773,65751,65752],{},"東京都の公示地価・路線価",[2773,65754,65755],{},"公示地価+8.4%／路線価+9.4%（いずれも2026年・全国最大）",[2773,65757,65758],{},"土地代の上昇が都心新築の価格を押し上げる",[11,65760,65761],{},[51023,65762,65763],{},"※本表は動画のテーマに関連する公表指標の整理であり、特定の金融商品・不動産の取得や売買を推奨するものではありません。",[15,65765,51636],{"id":51635},[51638,65767,65768,65783],{},[51641,65769,65770,65772],{"tone":51643},[51645,65771,51648],{"id":51647},[443,65773,65774,65777,65780],{},[446,65775,65776],{},"「借りられる額≠返せる額」は数字で裏付けられる王道の警鐘。審査上限（返済負担率30〜35%）とFP推奨（手取り20〜25%）の差は同じ年収で2,000万円超になり、金利上昇局面ではこの差がそのまま破綻リスクになる",[446,65778,65779],{},"ペアローン・50年ローンという「借入額を増やす技術」が価格高騰を追認してきた構図の指摘は、契約者調査（ペアローン36%・平均借入額5,956万円と過去最高圏）と整合する",[446,65781,65782],{},"教育費ピーク（高校〜大学で942.5万円）を返済計画に織り込むべきという実務論は、文科省・公庫の一次データどおり",[51641,65784,65785,65787],{"tone":51671},[51645,65786,51675],{"id":51674},[443,65788,65789,65792],{},[446,65790,65791],{},"「銀行が勧める本当の理由」は利息総額が約1.5倍になる構造からの推論であり、銀行の動機を直接示す証拠はない。50年ローン自体は、若年層が現実的な月額で持ち家を得る手段という側面もあり、一律に「罠」とまでは言い切れない",[446,65793,65794],{},"「新築平均1億円超」は東京23区・都心の話。首都圏平均は暦年ベースで9,000万円台、全国で見れば水準はさらに下がる。長嶋氏自身の三極化論のとおり、「どこでも上がり続ける」と読み替えるのは誤り",[51704,65796,65797],{},[11,65798,65799,65801],{},[33,65800,51710],{}," この動画から持ち帰るべきは「家を買うな」ではなく、インフレ・金利上昇局面での3つの実務です。①返済額は「銀行がいくら貸すか」ではなく「手取りの20〜25%以内で、教育費ピークの年に貯蓄が続くか」で逆算する。②ペアローンは離婚だけでなく、産休・育休・転職など片方の収入が細るシナリオで耐久テストをしてから使う。③50年ローンは「月々いくら安くなるか」ではなく「総利息がいくら増えるか」と「金利上乗せ」を必ず見積書ベースで確認する。住宅は最大のインフレ連動資産である一方、借入は最大の金利上昇リスクです。買う・買わないの前に、金利1%時代の返済計画に家計が耐えるかを数字で確かめてください。",[51734,65803,65804,65814],{},[51737,65805,65806],{"title":51739,"tone":51740},[443,65807,65808,65811],{},[446,65809,65810],{},"ペアローンや40〜50年ローンを前提に、都心・準都心の新築購入を検討している共働き世帯",[446,65812,65813],{},"「いくらまで借りていいか」を銀行の審査額ではなく家計から逆算したい人",[51737,65815,65816],{"title":51754,"tone":51755},[443,65817,65818,65821],{},[446,65819,65820],{},"「買うべきか否か」の結論や、個別エリア・物件の値上がり予想を求める人",[446,65822,65823],{},"すでに固定金利で無理のない返済計画を組み終えている人（新しい情報は多くない）",[15,65825,51774],{"id":51774},[51776,65827,65828,65834,65840,65846],{},[51779,65829,65831],{"q":65830},"「新築マンション平均1億円超」はどこの数字ですか？",[11,65832,65833],{},"東京23区の話です。不動産経済研究所によると、2025年の東京23区の新築分譲マンション平均価格は1億3,613万円（前年比+21.8%）で、3年連続の1億円超えでした。首都圏（1都3県）平均は暦年で9,182万円ですが、2026年5月の月次では首都圏平均も1億660万円と1億円台に乗っています。",[51779,65835,65837],{"q":65836},"世帯年収700万円だと、いくらの物件までなら現実的ですか？",[11,65838,65839],{},"一般的な目安である返済負担率25%・35年返済で試算すると、借入の上限は金利水準により約4,300万〜5,400万円です。FPが推奨する「手取りの20〜25%」で組み、教育費のピークや金利上昇余地を織り込むなら、頭金を除いた借入は4,000万〜5,000万円台前半が現実的なラインになります。菱田氏の公開試算でも、世帯年収700万円の共働き夫婦の上限は5,000万円程度とされています。",[51779,65841,65843],{"q":65842},"ペアローンで離婚したら実際どうなるのですか？",[11,65844,65845],{},"ペアローンは夫婦それぞれが債務者となり、多くの場合互いの連帯保証人にもなります。離婚しても連帯保証は自動的には外れず、家は共有名義のため双方の同意がないと売却できません。残債が売却価格を上回る「オーバーローン」だと売却自体が難しく、「離婚後も2人分の返済が続き、売却先も見つからない」という事例が報道されています。",[51779,65847,65849],{"q":65848},"50年ローンは使ってはいけないのですか？",[11,65850,65851],{},"一律にダメというわけではありません。月々の返済を抑えて若いうちに持ち家を得る手段になる一方、6,000万円・年0.75%の試算では総利息が35年の約823万円から50年で約1,197万円へと約1.5倍に増え、金利も0.1%程度上乗せされる例が多くあります。「月々が安いから」と借入額そのものを増やすと、金利上昇時の打撃も大きくなります。繰上返済の計画とセットで、総支払額ベースで判断するのが安全です。",[15,65853,51833],{"id":51832},[51835,65855,65856],{},[10814,65857,65858,65865,65878,65886,65894,65908,65926,65934,65947,65960,65973,65984],{},[446,65859,51841,65860,65864],{},[22,65861,65863],{"href":65429,"rel":65862},[26],"【世帯年収700万でも買えない】新築平均1億円超の現実《長嶋修×菱田雅生》（楽待 RAKUMACHI・YouTube）"," 2026\u002F7\u002F5公開",[446,65866,65867,65868,51887,65873,1714],{},"新築マンション平均価格：不動産経済研究所「首都圏マンション市場動向」（",[22,65869,65872],{"href":65870,"rel":65871},"https:\u002F\u002Fwww.nippon.com\u002Fja\u002Fjapan-data\u002Fh02685\u002F",[26],"2025年暦年まとめ・nippon.com",[22,65874,65877],{"href":65875,"rel":65876},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUC1857L0Y6A610C2000000\u002F",[26],"2026年5月度・日本経済新聞",[446,65879,65880,65881],{},"年収倍率：",[22,65882,65885],{"href":65883,"rel":65884},"https:\u002F\u002Fwww.kantei.ne.jp\u002Fwp-content\u002Fuploads\u002F124bairitsu-new.pdf",[26],"東京カンテイ「新築マンション年収倍率」2025年12月8日発表（PDF）",[446,65887,65888,65889],{},"ペアローン利用率・平均借入額：",[22,65890,65893],{"href":65891,"rel":65892},"https:\u002F\u002Fwww.recruit.co.jp\u002Fwp-content\u002Fuploads\u002F2026\u002F03\u002F20260317_2dHVZk_01.pdf",[26],"リクルート「首都圏新築マンション契約者動向調査（2025年）」（PDF）",[446,65895,65896,65897,65902,65903],{},"ペアローンと離婚：",[22,65898,65901],{"href":65899,"rel":65900},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB058JO0V00C26A1000000\u002F",[26],"住宅ペアローンの誤算 離婚後は2人分返済、売却模索も買い手つかず（日本経済新聞）"," ／ 離婚件数：",[22,65904,65907],{"href":65905,"rel":65906},"https:\u002F\u002Fwww.mhlw.go.jp\u002Ftoukei\u002Fsaikin\u002Fhw\u002Fjinkou\u002Fkakutei24\u002Findex.html",[26],"厚生労働省「令和6年 人口動態統計（確定数）」",[446,65909,65910,65911,51887,65916,51887,65921],{},"50年ローン：",[22,65912,65915],{"href":65913,"rel":65914},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fc3ff600ba3ff8330caa6023a41e21430a832b1d8",[26],"50年ローン、若年層で拡大（共同通信）",[22,65917,65920],{"href":65918,"rel":65919},"https:\u002F\u002Fwww.netbk.co.jp\u002Fcontents\u002Fcompany\u002Fpress\u002F2023\u002F0804_001806.html",[26],"住信SBIネット銀行ニュースリリース（2023年8月）",[22,65922,65925],{"href":65923,"rel":65924},"https:\u002F\u002Fwww.flat35.com\u002Floan\u002Fflat50\u002Findex.html",[26],"フラット50（住宅金融支援機構）",[446,65927,65928,65929],{},"返済負担率の審査基準：",[22,65930,65933],{"href":65931,"rel":65932},"https:\u002F\u002Fjhffaq.jp\u002Fjhffaq\u002Fflat35\u002Fweb\u002Fknowledge311.html",[26],"フラット35公式FAQ（総返済負担率）",[446,65935,65936,65937,51887,65942],{},"教育費：",[22,65938,65941],{"href":65939,"rel":65940},"https:\u002F\u002Fwww.mext.go.jp\u002Fb_menu\u002Ftoukei\u002Fchousa03\u002Fgakushuuhi\u002Fkekka\u002Fk_detail\u002Fmext_00002.html",[26],"文部科学省「令和5年度子供の学習費調査」",[22,65943,65946],{"href":65944,"rel":65945},"https:\u002F\u002Fwww.jfc.go.jp\u002Fn\u002Ffindings\u002Fpdf\u002Fkyouikuhi_chousa_k_r03.pdf",[26],"日本政策金融公庫「教育費負担の実態調査」（令和3年度・PDF）",[446,65948,65949,65950,51887,65955],{},"住宅ローン貸出動向（変動83.5%等）：",[22,65951,65954],{"href":65952,"rel":65953},"https:\u002F\u002Fwww.mlit.go.jp\u002Freport\u002Fpress\u002Fhouse02_hh_000246.html",[26],"国土交通省「令和7年度 民間住宅ローンの実態に関する調査」",[22,65956,65959],{"href":65957,"rel":65958},"https:\u002F\u002Fwww.jhf.go.jp\u002Fabout\u002Fresearch\u002Floan\u002Fuser\u002Findex.html",[26],"住宅金融支援機構「住宅ローン利用者の実態調査（2025年4月）」",[446,65961,65962,65963,51887,65968],{},"建築費・地価：",[22,65964,65967],{"href":65965,"rel":65966},"https:\u002F\u002Fwww.kensetu-bukka.or.jp\u002Fbusiness\u002Fso-ken\u002Fshisu\u002Fshisu_kentiku\u002F",[26],"建設物価調査会「建築費指数」",[22,65969,65972],{"href":65970,"rel":65971},"https:\u002F\u002Fwww.nta.go.jp\u002Finformation\u002Frelease\u002Fkokuzeicho\u002F2026\u002Frosenka\u002Findex.htm",[26],"国税庁「令和8年分の路線価等」",[446,65974,65975,65976,51887,65980],{},"金利環境：",[22,65977,65979],{"href":65978},"\u002Freading\u002Farticles\u002F2026-06-19-flat35-rate-breaks-3-percent\u002F","フラット35が現行制度で初の3%超え（当メディア）",[22,65981,65983],{"href":65982},"\u002Freading\u002Farticles\u002F2026-06-24-nikkei-close-variable-mortgage-october\u002F","変動住宅ローン金利は10月に上がるか（当メディア）",[446,65985,65986,65987,51887,65992],{},"出演者の関連発言：",[22,65988,65991],{"href":65989,"rel":65990},"https:\u002F\u002Fwww.rakumachi.jp\u002Fnews\u002Fcolumn\u002F391207",[26],"長嶋修氏「2026年のマンション市況を大胆予測」（楽待不動産投資新聞）",[22,65993,65996],{"href":65994,"rel":65995},"https:\u002F\u002Fdiamond-fudosan.jp\u002Farticles\u002F-\u002F1111462",[26],"菱田雅生氏「1億円の家を買える年収」（ダイヤモンド不動産研究所）",[11,65998,65999],{},[51023,66000,66001],{},"※ 本記事のチャプター要約は動画概要欄の公式チャプターと、両氏が公開している記事・著作での主張に基づく論点整理です。本記事は動画の主張を公開情報で検証したものであり、将来の不動産価格・金利を保証するものではありません。",[15,66003,52009],{"id":52009},[52011,66005,66006,66012,66018],{},[52014,66007,66009],{"cat":52016,"desc":66008,"href":65978},"動画の前提となる金利環境。フラット35が2カ月で0.82%急上昇",[11,66010,66011],{},"フラット35が現行制度で初の3%超え——固定住宅ローンを直撃",[52014,66013,66015],{"cat":52016,"desc":66014,"href":65982},"日銀1%利上げは変動金利にいつ効くか。月5,900円増の試算も",[11,66016,66017],{},"変動住宅ローン金利は10月に上がるか",[52014,66019,66021],{"cat":52039,"desc":66020,"href":65679},"金利が上がると家計・住宅ローン・資産運用はどう変わるか",[11,66022,66023],{},"金利が上がると何が起きる？——基礎から整理",[50984,66025,66026],{},[11,66027,66028],{},"本記事は情報提供を目的としたもので、投資助言・住宅取得の推奨ではありません。住宅ローンの選択は個人の収入・資産状況によって異なり、将来の金利・価格は予測できません。記載の数値は本記事のデータ基準日（2026年7月5日）時点の公表統計・報道に基づきます。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":66030},[66031,66032,66033,66034,66037,66038,66039,66040,66041],{"id":50998,"depth":57,"text":50998},{"id":51017,"depth":57,"text":51018},{"id":51093,"depth":57,"text":51094},{"id":65636,"depth":57,"text":65637,"children":66035},[66036],{"id":51507,"depth":8742,"text":51507},{"id":65686,"depth":57,"text":65686},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"column","2026-07-05","楽待の対談で長嶋修氏と菱田雅生氏が語った「新築平均1億円超」「借りられる額と返せる額の混同」「ペアローンの離婚リスク」「50年ローンの罠」を、不動産経済研究所・東京カンテイ・文科省・住宅金融支援機構などの一次データと突き合わせて検証します。",{},"\u002Freading\u002Farticles\u002Fnagashima-hishida-1oku-mansion-loan-review","2026-07-05T22:00:00+09:00",{"title":65383,"description":66044},"reading\u002Farticles\u002Fnagashima-hishida-1oku-mansion-loan-review",[236,66051,66052,66053],"interest-rate","housing","mortgage","xWnHcYTOvG2YW1dcyZ9wvv7BML2iaNZl2mpQfN4ovx8",{"id":66056,"title":66057,"author":6,"body":66058,"category":62,"dataDate":6,"date":66043,"description":66114,"extension":65,"image":6,"meta":66115,"navigation":67,"path":66116,"publishedAt":66117,"seo":66118,"stem":66119,"tags":66120,"type":6,"updated":6,"__hash__":66121},"articles\u002Freading\u002Farticles\u002F2026-07-05-dollar-yen-reversal-june-nfp.md","1ドル162円台から急反落――6月米雇用統計が示す円高シフトの兆し",{"type":8,"value":66059,"toc":66109},[66060,66068,66070,66079,66088,66091,66093,66101,66104,66106],[11,66061,66062,66063,66067],{},"今週、外国為替市場でひとつの転換点となりえる動きがあった。7月1日に一時1ドル162.84円と",[22,66064,66066],{"href":64545,"rel":66065},[26],"1986年12月以来約40年ぶりの円安水準","を記録したドル円相場が、わずか2日で一転し160.6円台まで急反落した。",[15,66069,17],{"id":17},[11,66071,66072,66073,66078],{},"7月2日（木）に発表された",[22,66074,66077],{"href":66075,"rel":66076},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260703.html",[26],"米6月雇用統計（野村総合研究所）","が市場予想を大きく下回った。非農業部門雇用者数（NFP）は前月比＋5万7,000人で、事前予想（約11万人）のほぼ半分。4月・5月分の数値も合計7万4,000人の下方修正が加わった。失業率は4.2%と前月（4.3%）から低下したが、約72万人が労働市場から退出した結果であり、労働需要の回復を示すものではなかった。",[11,66080,66081,66082,66087],{},"統計発表後、ドル円は",[22,66083,66086],{"href":66084,"rel":66085},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F03\u002F172531",[26],"一時160.628円まで下落","し、その後161円台に戻したが、162円台への再浮上には至らなかった。下げ幅は約2円で、政府・日銀による円買い介入の観測も相まって円高圧力が続いた。",[11,66089,66090],{},"日本株は今週（6月29日〜7月3日）、日経平均が69,000〜70,000円台後半で推移。円高の進行は輸出企業の収益に逆風となるため、来週の方向感はドル円次第の面が大きい。",[15,66092,45],{"id":45},[11,66094,66095,66096,66100],{},"ドル円が160円台を維持または円高方向に進めば、輸入コスト（エネルギー・食料品）の上昇ペースが多少緩む可能性がある。一方、NISAで米国株式ファンドを積み立てている人にとっては、円高は基準価額の目減り要因となる。「円安インフレ」が家計を圧迫してきた文脈では、円高への転換はひとつの追い風だが、",[22,66097,66099],{"href":66084,"rel":66098},[26],"平均時給は前月比＋0.3%と底堅く","、米FRBの9月利上げ観測が完全に消えたわけではない点には注意が必要だ。",[11,66102,66103],{},"今週の注目イベントは7月6日（月）の米ISM非製造業景況指数と7月8日（水）のFOMC議事要旨。FOMCの発言トーンが「ハト派」寄りなら追加的なドル売り（円高）になりやすい。",[15,66105,51],{"id":51},[11,66107,66108],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の為替や株価の値動きを予測・保証するものではなく、最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":66110},[66111,66112,66113],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"40年ぶりの円安水準から2円超の急反落。6月の米雇用統計が予想を大きく下回り、ドル円は一時160.6円台へ。輸入物価への影響と今週の注目点を整理する。",{},"\u002Freading\u002Farticles\u002F2026-07-05-dollar-yen-reversal-june-nfp","2026-07-05T20:00:00+09:00",{"title":66057,"description":66114},"reading\u002Farticles\u002F2026-07-05-dollar-yen-reversal-june-nfp",[236,73],"eg6lMndTlDn1yVR-6tv4IloUQGAVgfUz0ai1CmBsOQM",{"id":66123,"title":66124,"author":6,"body":66125,"category":73,"dataDate":6,"date":66043,"description":68493,"extension":65,"image":6,"meta":68494,"navigation":67,"path":68495,"publishedAt":68496,"seo":68497,"stem":68498,"tags":68499,"type":6,"updated":6,"__hash__":68500},"articles\u002Freading\u002Farticles\u002F2026-07-05-weekly-earnings.md","今週の注目決算まとめ（2026\u002F7\u002F6週）",{"type":8,"value":66126,"toc":68486},[66127,66137,66141,66143,66237,66241,66245,66247,68454,68456,68471,68473,68482,68484],[11,66128,66129,66130,57522,66133,66136],{},"来週（2026年7月6日〜7月12日）は、",[33,66131,66132],{},"156社",[33,66134,66135],{},"7月10日（金）に100社","と突出して集中しており、ファーストリテイリング・セブン＆アイ・ホールディングス・アサヒグループホールディングスなど知名度の高い大手企業も含まれます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,66138,66140],{"id":66139},"今週の注目決算76週予定","今週の注目決算（7\u002F6週・予定）",[11,66142,13937],{},[13939,66144,66145],{},[2752,66146,66147,66157],{},[2755,66148,66149],{},[2758,66150,66151,66153,66155],{},[2761,66152,13949],{},[2761,66154,13952],{},[2761,66156,13955],{},[2768,66158,66159,66168,66178,66188,66198,66207,66217,66227],{},[2758,66160,66161,66163,66165],{},[2773,66162,14003],{},[2773,66164,14167],{},[2773,66166,66167],{},"7\u002F8(水) 12:00",[2758,66169,66170,66173,66175],{},[2773,66171,66172],{},"エービーシー・マート（2670）",[2773,66174,13976],{},[2773,66176,66177],{},"7\u002F8(水) 15:30",[2758,66179,66180,66183,66185],{},[2773,66181,66182],{},"吉野家ホールディングス（9861）",[2773,66184,13976],{},[2773,66186,66187],{},"7\u002F8(水) 16:00",[2758,66189,66190,66193,66195],{},[2773,66191,66192],{},"キユーピー（2809）",[2773,66194,13965],{},[2773,66196,66197],{},"7\u002F9(木) 15:30",[2758,66199,66200,66203,66205],{},[2773,66201,66202],{},"セブン＆アイ・ホールディングス（3382）",[2773,66204,13976],{},[2773,66206,66197],{},[2758,66208,66209,66212,66214],{},[2773,66210,66211],{},"ファーストリテイリング（9983）",[2773,66213,14110],{},[2773,66215,66216],{},"7\u002F9(木) 15:31",[2758,66218,66219,66222,66224],{},[2773,66220,66221],{},"良品計画（7453）",[2773,66223,14110],{},[2773,66225,66226],{},"7\u002F10(金) 15:30",[2758,66228,66229,66232,66234],{},[2773,66230,66231],{},"安川電機（6506）",[2773,66233,13976],{},[2773,66235,66236],{},"7\u002F10(金) 16:00",[11,66238,66239,14034],{},[33,66240,14033],{},[15,66242,66244],{"id":66243},"発表予定の全リスト76712","発表予定の全リスト（7\u002F6〜7\u002F12）",[11,66246,14041],{},[13939,66248,66249],{},[2752,66250,66251,66265],{},[2755,66252,66253],{},[2758,66254,66255,66257,66259,66261,66263],{},[2761,66256,14052],{},[2761,66258,14055],{},[2761,66260,14058],{},[2761,66262,14061],{},[2761,66264,13952],{},[2768,66266,66267,66282,66296,66310,66324,66338,66352,66366,66380,66395,66409,66423,66437,66451,66465,66479,66493,66507,66521,66536,66548,66562,66576,66590,66604,66618,66632,66646,66660,66674,66689,66703,66717,66731,66745,66759,66773,66787,66801,66815,66829,66843,66857,66871,66885,66899,66913,66927,66941,66955,66969,66983,66997,67011,67025,67039,67053,67068,67082,67096,67110,67124,67138,67152,67166,67180,67194,67208,67222,67236,67250,67264,67278,67292,67306,67320,67334,67348,67362,67376,67390,67404,67418,67432,67446,67460,67474,67488,67502,67516,67530,67544,67558,67572,67586,67600,67614,67628,67642,67656,67670,67684,67698,67712,67726,67740,67754,67768,67782,67796,67810,67824,67838,67852,67866,67880,67894,67908,67922,67936,67950,67964,67978,67992,68006,68020,68034,68048,68062,68076,68090,68104,68118,68132,68146,68160,68174,68188,68202,68216,68230,68244,68258,68272,68286,68300,68314,68328,68342,68356,68370,68384,68398,68412,68426,68440],{},[2758,66268,66269,66272,66274,66277,66280],{},[2773,66270,66271],{},"7\u002F6(月)",[2773,66273,14672],{},[2773,66275,66276],{},"8923",[2773,66278,66279],{},"トーセイ",[2773,66281,13965],{},[2758,66283,66284,66286,66288,66291,66294],{},[2773,66285,66271],{},[2773,66287,14729],{},[2773,66289,66290],{},"2789",[2773,66292,66293],{},"カルラ",[2773,66295,13976],{},[2758,66297,66298,66300,66302,66305,66308],{},[2773,66299,66271],{},[2773,66301,15053],{},[2773,66303,66304],{},"3321",[2773,66306,66307],{},"ミタチ産業",[2773,66309,14167],{},[2758,66311,66312,66314,66316,66319,66322],{},[2773,66313,66271],{},[2773,66315,15053],{},[2773,66317,66318],{},"3186",[2773,66320,66321],{},"ネクステージ",[2773,66323,13965],{},[2758,66325,66326,66328,66330,66333,66336],{},[2773,66327,66271],{},[2773,66329,15053],{},[2773,66331,66332],{},"6093",[2773,66334,66335],{},"ミトラグループ",[2773,66337,13976],{},[2758,66339,66340,66342,66344,66347,66350],{},[2773,66341,66271],{},[2773,66343,15053],{},[2773,66345,66346],{},"9558",[2773,66348,66349],{},"ジャパニアス",[2773,66351,13965],{},[2758,66353,66354,66356,66358,66361,66364],{},[2773,66355,66271],{},[2773,66357,15053],{},[2773,66359,66360],{},"7679",[2773,66362,66363],{},"薬王堂ホールディングス",[2773,66365,13976],{},[2758,66367,66368,66370,66372,66375,66378],{},[2773,66369,66271],{},[2773,66371,17469],{},[2773,66373,66374],{},"9972",[2773,66376,66377],{},"アルテック",[2773,66379,13965],{},[2758,66381,66382,66385,66387,66390,66393],{},[2773,66383,66384],{},"7\u002F7(火)",[2773,66386,14729],{},[2773,66388,66389],{},"2659",[2773,66391,66392],{},"サンエー",[2773,66394,13976],{},[2758,66396,66397,66399,66401,66404,66407],{},[2773,66398,66384],{},[2773,66400,14729],{},[2773,66402,66403],{},"2734",[2773,66405,66406],{},"サーラコーポレーション",[2773,66408,13965],{},[2758,66410,66411,66413,66415,66418,66421],{},[2773,66412,66384],{},[2773,66414,15053],{},[2773,66416,66417],{},"5243",[2773,66419,66420],{},"ｎｏｔｅ",[2773,66422,13965],{},[2758,66424,66425,66427,66429,66432,66435],{},[2773,66426,66384],{},[2773,66428,15053],{},[2773,66430,66431],{},"2918",[2773,66433,66434],{},"わらべや日洋ホールディングス",[2773,66436,13976],{},[2758,66438,66439,66441,66443,66446,66449],{},[2773,66440,66384],{},[2773,66442,15053],{},[2773,66444,66445],{},"2726",[2773,66447,66448],{},"パルグループホールディングス",[2773,66450,13976],{},[2758,66452,66453,66455,66457,66460,66463],{},[2773,66454,66384],{},[2773,66456,15053],{},[2773,66458,66459],{},"2792",[2773,66461,66462],{},"ハニーズホールディングス",[2773,66464,14167],{},[2758,66466,66467,66469,66471,66474,66477],{},[2773,66468,66384],{},[2773,66470,15053],{},[2773,66472,66473],{},"9651",[2773,66475,66476],{},"日本プロセス",[2773,66478,14167],{},[2758,66480,66481,66483,66485,66488,66491],{},[2773,66482,66384],{},[2773,66484,15053],{},[2773,66486,66487],{},"9740",[2773,66489,66490],{},"セントラル警備保障",[2773,66492,13976],{},[2758,66494,66495,66497,66499,66502,66505],{},[2773,66496,66384],{},[2773,66498,16922],{},[2773,66500,66501],{},"4735",[2773,66503,66504],{},"京進",[2773,66506,13976],{},[2758,66508,66509,66511,66513,66516,66519],{},[2773,66510,66384],{},[2773,66512,16922],{},[2773,66514,66515],{},"6469",[2773,66517,66518],{},"放電精密加工研究所",[2773,66520,13976],{},[2758,66522,66523,66526,66528,66531,66534],{},[2773,66524,66525],{},"7\u002F8(水)",[2773,66527,14203],{},[2773,66529,66530],{},"8194",[2773,66532,66533],{},"ライフコーポレーション",[2773,66535,13976],{},[2758,66537,66538,66540,66542,66544,66546],{},[2773,66539,66525],{},[2773,66541,14288],{},[2773,66543,23703],{},[2773,66545,23706],{},[2773,66547,14167],{},[2758,66549,66550,66552,66554,66557,66560],{},[2773,66551,66525],{},[2773,66553,14729],{},[2773,66555,66556],{},"7921",[2773,66558,66559],{},"ＴＡＫＡＲＡ ＆ ＣＯＭＰＡＮＹ",[2773,66561,14167],{},[2758,66563,66564,66566,66568,66571,66574],{},[2773,66565,66525],{},[2773,66567,15053],{},[2773,66569,66570],{},"3490",[2773,66572,66573],{},"アズ企画設計",[2773,66575,13976],{},[2758,66577,66578,66580,66582,66585,66588],{},[2773,66579,66525],{},[2773,66581,15053],{},[2773,66583,66584],{},"3391",[2773,66586,66587],{},"ツルハホールディングス",[2773,66589,13976],{},[2758,66591,66592,66594,66596,66599,66602],{},[2773,66593,66525],{},[2773,66595,15053],{},[2773,66597,66598],{},"2670",[2773,66600,66601],{},"エービーシー・マート",[2773,66603,13976],{},[2758,66605,66606,66608,66610,66613,66616],{},[2773,66607,66525],{},[2773,66609,15053],{},[2773,66611,66612],{},"6183",[2773,66614,66615],{},"ベルシステム２４ホールディングス",[2773,66617,13976],{},[2758,66619,66620,66622,66624,66627,66630],{},[2773,66621,66525],{},[2773,66623,15053],{},[2773,66625,66626],{},"8166",[2773,66628,66629],{},"タカキュー",[2773,66631,13976],{},[2758,66633,66634,66636,66638,66641,66644],{},[2773,66635,66525],{},[2773,66637,15053],{},[2773,66639,66640],{},"9846",[2773,66642,66643],{},"天満屋ストア",[2773,66645,13976],{},[2758,66647,66648,66650,66652,66655,66658],{},[2773,66649,66525],{},[2773,66651,15053],{},[2773,66653,66654],{},"9946",[2773,66656,66657],{},"ミニストップ",[2773,66659,13976],{},[2758,66661,66662,66664,66666,66669,66672],{},[2773,66663,66525],{},[2773,66665,16922],{},[2773,66667,66668],{},"9861",[2773,66670,66671],{},"吉野家ホールディングス",[2773,66673,13976],{},[2758,66675,66676,66679,66681,66684,66687],{},[2773,66677,66678],{},"7\u002F9(木)",[2773,66680,14544],{},[2773,66682,66683],{},"2303",[2773,66685,66686],{},"ドーン",[2773,66688,14167],{},[2758,66690,66691,66693,66695,66698,66701],{},[2773,66692,66678],{},[2773,66694,14729],{},[2773,66696,66697],{},"8203",[2773,66699,66700],{},"ＭｒＭａｘＨＤ",[2773,66702,13976],{},[2758,66704,66705,66707,66709,66712,66715],{},[2773,66706,66678],{},[2773,66708,14729],{},[2773,66710,66711],{},"8278",[2773,66713,66714],{},"フジ",[2773,66716,13976],{},[2758,66718,66719,66721,66723,66726,66729],{},[2773,66720,66678],{},[2773,66722,14729],{},[2773,66724,66725],{},"9414",[2773,66727,66728],{},"日本ＢＳ放送",[2773,66730,14110],{},[2758,66732,66733,66735,66737,66740,66743],{},[2773,66734,66678],{},[2773,66736,14729],{},[2773,66738,66739],{},"9716",[2773,66741,66742],{},"乃村工藝社",[2773,66744,13976],{},[2758,66746,66747,66749,66751,66754,66757],{},[2773,66748,66678],{},[2773,66750,15053],{},[2773,66752,66753],{},"5932",[2773,66755,66756],{},"三協立山",[2773,66758,14167],{},[2758,66760,66761,66763,66765,66768,66771],{},[2773,66762,66678],{},[2773,66764,15053],{},[2773,66766,66767],{},"4728",[2773,66769,66770],{},"トーセ",[2773,66772,14110],{},[2758,66774,66775,66777,66779,66782,66785],{},[2773,66776,66678],{},[2773,66778,15053],{},[2773,66780,66781],{},"4763",[2773,66783,66784],{},"クリーク・アンド・リバー社",[2773,66786,13976],{},[2758,66788,66789,66791,66793,66796,66799],{},[2773,66790,66678],{},[2773,66792,15053],{},[2773,66794,66795],{},"4825",[2773,66797,66798],{},"ウェザーニューズ",[2773,66800,14167],{},[2758,66802,66803,66805,66807,66810,66813],{},[2773,66804,66678],{},[2773,66806,15053],{},[2773,66808,66809],{},"2341",[2773,66811,66812],{},"アルバイトタイムス",[2773,66814,13976],{},[2758,66816,66817,66819,66821,66824,66827],{},[2773,66818,66678],{},[2773,66820,15053],{},[2773,66822,66823],{},"2809",[2773,66825,66826],{},"キユーピー",[2773,66828,13965],{},[2758,66830,66831,66833,66835,66838,66841],{},[2773,66832,66678],{},[2773,66834,15053],{},[2773,66836,66837],{},"6323",[2773,66839,66840],{},"ローツェ",[2773,66842,13976],{},[2758,66844,66845,66847,66849,66852,66855],{},[2773,66846,66678],{},[2773,66848,15053],{},[2773,66850,66851],{},"8016",[2773,66853,66854],{},"オンワードホールディングス",[2773,66856,13976],{},[2758,66858,66859,66861,66863,66866,66869],{},[2773,66860,66678],{},[2773,66862,15053],{},[2773,66864,66865],{},"4187",[2773,66867,66868],{},"大阪有機化学工業",[2773,66870,13965],{},[2758,66872,66873,66875,66877,66880,66883],{},[2773,66874,66678],{},[2773,66876,15053],{},[2773,66878,66879],{},"3382",[2773,66881,66882],{},"セブン＆アイ・ホールディングス",[2773,66884,13976],{},[2758,66886,66887,66889,66891,66894,66897],{},[2773,66888,66678],{},[2773,66890,15053],{},[2773,66892,66893],{},"3093",[2773,66895,66896],{},"トレジャー・ファクトリー",[2773,66898,13976],{},[2758,66900,66901,66903,66905,66908,66911],{},[2773,66902,66678],{},[2773,66904,15053],{},[2773,66906,66907],{},"2698",[2773,66909,66910],{},"キャンドゥ",[2773,66912,13976],{},[2758,66914,66915,66917,66919,66922,66925],{},[2773,66916,66678],{},[2773,66918,15053],{},[2773,66920,66921],{},"2735",[2773,66923,66924],{},"ワッツ",[2773,66926,14110],{},[2758,66928,66929,66931,66933,66936,66939],{},[2773,66930,66678],{},[2773,66932,15053],{},[2773,66934,66935],{},"2791",[2773,66937,66938],{},"大黒天物産",[2773,66940,14167],{},[2758,66942,66943,66945,66947,66950,66953],{},[2773,66944,66678],{},[2773,66946,15053],{},[2773,66948,66949],{},"9560",[2773,66951,66952],{},"プログリット",[2773,66954,14110],{},[2758,66956,66957,66959,66961,66964,66967],{},[2773,66958,66678],{},[2773,66960,15053],{},[2773,66962,66963],{},"9903",[2773,66965,66966],{},"カンセキ",[2773,66968,13976],{},[2758,66970,66971,66973,66975,66978,66981],{},[2773,66972,66678],{},[2773,66974,15053],{},[2773,66976,66977],{},"7649",[2773,66979,66980],{},"スギホールディングス",[2773,66982,13976],{},[2758,66984,66985,66987,66989,66992,66995],{},[2773,66986,66678],{},[2773,66988,16678],{},[2773,66990,66991],{},"9983",[2773,66993,66994],{},"ファーストリテイリング",[2773,66996,14110],{},[2758,66998,66999,67001,67003,67006,67009],{},[2773,67000,66678],{},[2773,67002,16750],{},[2773,67004,67005],{},"8570",[2773,67007,67008],{},"イオンフィナンシャルサービス",[2773,67010,13976],{},[2758,67012,67013,67015,67017,67020,67023],{},[2773,67014,66678],{},[2773,67016,16922],{},[2773,67018,67019],{},"5018",[2773,67021,67022],{},"ＭＯＲＥＳＣＯ",[2773,67024,13976],{},[2758,67026,67027,67029,67031,67034,67037],{},[2773,67028,66678],{},[2773,67030,16922],{},[2773,67032,67033],{},"9765",[2773,67035,67036],{},"オオバ",[2773,67038,14167],{},[2758,67040,67041,67043,67045,67048,67051],{},[2773,67042,66678],{},[2773,67044,16922],{},[2773,67046,67047],{},"7544",[2773,67049,67050],{},"スリーエフ",[2773,67052,13976],{},[2758,67054,67055,67058,67060,67063,67066],{},[2773,67056,67057],{},"7\u002F10(金)",[2773,67059,30510],{},[2773,67061,67062],{},"2753",[2773,67064,67065],{},"あみやき亭",[2773,67067,13976],{},[2758,67069,67070,67072,67074,67077,67080],{},[2773,67071,67057],{},[2773,67073,14402],{},[2773,67075,67076],{},"2157",[2773,67078,67079],{},"コシダカホールディングス",[2773,67081,14110],{},[2758,67083,67084,67086,67088,67091,67094],{},[2773,67085,67057],{},[2773,67087,14402],{},[2773,67089,67090],{},"9835",[2773,67092,67093],{},"ジュンテンドー",[2773,67095,13976],{},[2758,67097,67098,67100,67102,67105,67108],{},[2773,67099,67057],{},[2773,67101,54005],{},[2773,67103,67104],{},"7603",[2773,67106,67107],{},"ジーイエット",[2773,67109,13976],{},[2758,67111,67112,67114,67116,67119,67122],{},[2773,67113,67057],{},[2773,67115,14544],{},[2773,67117,67118],{},"2300",[2773,67120,67121],{},"きょくとう",[2773,67123,13976],{},[2758,67125,67126,67128,67130,67133,67136],{},[2773,67127,67057],{},[2773,67129,14544],{},[2773,67131,67132],{},"4995",[2773,67134,67135],{},"サンケイ化学",[2773,67137,13965],{},[2758,67139,67140,67142,67144,67147,67150],{},[2773,67141,67057],{},[2773,67143,14544],{},[2773,67145,67146],{},"9313",[2773,67148,67149],{},"丸八倉庫",[2773,67151,13965],{},[2758,67153,67154,67156,67158,67161,67164],{},[2773,67155,67057],{},[2773,67157,14544],{},[2773,67159,67160],{},"7601",[2773,67162,67163],{},"ポプラ",[2773,67165,13976],{},[2758,67167,67168,67170,67172,67175,67178],{},[2773,67169,67057],{},[2773,67171,14672],{},[2773,67173,67174],{},"2747",[2773,67176,67177],{},"北雄ラッキー",[2773,67179,13976],{},[2758,67181,67182,67184,67186,67189,67192],{},[2773,67183,67057],{},[2773,67185,14729],{},[2773,67187,67188],{},"6142",[2773,67190,67191],{},"富士精工",[2773,67193,13976],{},[2758,67195,67196,67198,67200,67203,67206],{},[2773,67197,67057],{},[2773,67199,14729],{},[2773,67201,67202],{},"6897",[2773,67204,67205],{},"ツインバード",[2773,67207,13976],{},[2758,67209,67210,67212,67214,67217,67220],{},[2773,67211,67057],{},[2773,67213,14729],{},[2773,67215,67216],{},"7811",[2773,67218,67219],{},"中本パックス",[2773,67221,13976],{},[2758,67223,67224,67226,67228,67231,67234],{},[2773,67225,67057],{},[2773,67227,15053],{},[2773,67229,67230],{},"7975",[2773,67232,67233],{},"リヒトラブ",[2773,67235,13976],{},[2758,67237,67238,67240,67242,67245,67248],{},[2773,67239,67057],{},[2773,67241,15053],{},[2773,67243,67244],{},"2408",[2773,67246,67247],{},"ＫＧ情報",[2773,67249,13965],{},[2758,67251,67252,67254,67256,67259,67262],{},[2773,67253,67057],{},[2773,67255,15053],{},[2773,67257,67258],{},"3396",[2773,67260,67261],{},"フェリシモ",[2773,67263,13976],{},[2758,67265,67266,67268,67270,67273,67276],{},[2773,67267,67057],{},[2773,67269,15053],{},[2773,67271,67272],{},"9253",[2773,67274,67275],{},"スローガン",[2773,67277,13976],{},[2758,67279,67280,67282,67284,67287,67290],{},[2773,67281,67057],{},[2773,67283,15053],{},[2773,67285,67286],{},"6076",[2773,67288,67289],{},"アメイズ",[2773,67291,13965],{},[2758,67293,67294,67296,67298,67301,67304],{},[2773,67295,67057],{},[2773,67297,15053],{},[2773,67299,67300],{},"5271",[2773,67302,67303],{},"トーヨーアサノ",[2773,67305,13976],{},[2758,67307,67308,67310,67312,67315,67318],{},[2773,67309,67057],{},[2773,67311,15053],{},[2773,67313,67314],{},"4494",[2773,67316,67317],{},"バリオセキュア",[2773,67319,13976],{},[2758,67321,67322,67324,67326,67329,67332],{},[2773,67323,67057],{},[2773,67325,15053],{},[2773,67327,67328],{},"4176",[2773,67330,67331],{},"ココナラ",[2773,67333,14110],{},[2758,67335,67336,67338,67340,67343,67346],{},[2773,67337,67057],{},[2773,67339,15053],{},[2773,67341,67342],{},"3824",[2773,67344,67345],{},"メディアファイブ",[2773,67347,14167],{},[2758,67349,67350,67352,67354,67357,67360],{},[2773,67351,67057],{},[2773,67353,15053],{},[2773,67355,67356],{},"3987",[2773,67358,67359],{},"エコモット",[2773,67361,14110],{},[2758,67363,67364,67366,67368,67371,67374],{},[2773,67365,67057],{},[2773,67367,15053],{},[2773,67369,67370],{},"4017",[2773,67372,67373],{},"クリーマ",[2773,67375,13976],{},[2758,67377,67378,67380,67382,67385,67388],{},[2773,67379,67057],{},[2773,67381,15053],{},[2773,67383,67384],{},"2882",[2773,67386,67387],{},"イートアンドホールディングス",[2773,67389,13976],{},[2758,67391,67392,67394,67396,67399,67402],{},[2773,67393,67057],{},[2773,67395,15053],{},[2773,67397,67398],{},"3546",[2773,67400,67401],{},"アレンザホールディングス",[2773,67403,13976],{},[2758,67405,67406,67408,67410,67413,67416],{},[2773,67407,67057],{},[2773,67409,15053],{},[2773,67411,67412],{},"3384",[2773,67414,67415],{},"アークコア",[2773,67417,13976],{},[2758,67419,67420,67422,67424,67427,67430],{},[2773,67421,67057],{},[2773,67423,15053],{},[2773,67425,67426],{},"2683",[2773,67428,67429],{},"魚喜",[2773,67431,13976],{},[2758,67433,67434,67436,67438,67441,67444],{},[2773,67435,67057],{},[2773,67437,15053],{},[2773,67439,67440],{},"2686",[2773,67442,67443],{},"ジーフット",[2773,67445,13976],{},[2758,67447,67448,67450,67452,67455,67458],{},[2773,67449,67057],{},[2773,67451,15053],{},[2773,67453,67454],{},"8198",[2773,67456,67457],{},"マックスバリュ東海",[2773,67459,13976],{},[2758,67461,67462,67464,67466,67469,67472],{},[2773,67463,67057],{},[2773,67465,15053],{},[2773,67467,67468],{},"8244",[2773,67470,67471],{},"近鉄百貨店",[2773,67473,13976],{},[2758,67475,67476,67478,67480,67483,67486],{},[2773,67477,67057],{},[2773,67479,15053],{},[2773,67481,67482],{},"8247",[2773,67484,67485],{},"大和",[2773,67487,13976],{},[2758,67489,67490,67492,67494,67497,67500],{},[2773,67491,67057],{},[2773,67493,15053],{},[2773,67495,67496],{},"8908",[2773,67498,67499],{},"毎日コムネット",[2773,67501,14167],{},[2758,67503,67504,67506,67508,67511,67514],{},[2773,67505,67057],{},[2773,67507,15053],{},[2773,67509,67510],{},"8918",[2773,67512,67513],{},"ランド",[2773,67515,13976],{},[2758,67517,67518,67520,67522,67525,67528],{},[2773,67519,67057],{},[2773,67521,15053],{},[2773,67523,67524],{},"7453",[2773,67526,67527],{},"良品計画",[2773,67529,14110],{},[2758,67531,67532,67534,67536,67539,67542],{},[2773,67533,67057],{},[2773,67535,15053],{},[2773,67537,67538],{},"4577",[2773,67540,67541],{},"ダイト",[2773,67543,14167],{},[2758,67545,67546,67548,67550,67553,67556],{},[2773,67547,67057],{},[2773,67549,15053],{},[2773,67551,67552],{},"5967",[2773,67554,67555],{},"ＴＯＮＥ",[2773,67557,14167],{},[2758,67559,67560,67562,67564,67567,67570],{},[2773,67561,67057],{},[2773,67563,15053],{},[2773,67565,67566],{},"4760",[2773,67568,67569],{},"アルファ",[2773,67571,14110],{},[2758,67573,67574,67576,67578,67581,67584],{},[2773,67575,67057],{},[2773,67577,15053],{},[2773,67579,67580],{},"5900",[2773,67582,67583],{},"ダイケン",[2773,67585,13976],{},[2758,67587,67588,67590,67592,67595,67598],{},[2773,67589,67057],{},[2773,67591,15053],{},[2773,67593,67594],{},"4370",[2773,67596,67597],{},"モビルス",[2773,67599,14110],{},[2758,67601,67602,67604,67606,67609,67612],{},[2773,67603,67057],{},[2773,67605,15053],{},[2773,67607,67608],{},"4992",[2773,67610,67611],{},"北興化学工業",[2773,67613,13965],{},[2758,67615,67616,67618,67620,67623,67626],{},[2773,67617,67057],{},[2773,67619,15053],{},[2773,67621,67622],{},"4343",[2773,67624,67625],{},"イオンファンタジー",[2773,67627,13976],{},[2758,67629,67630,67632,67634,67637,67640],{},[2773,67631,67057],{},[2773,67633,15053],{},[2773,67635,67636],{},"3996",[2773,67638,67639],{},"サインポスト",[2773,67641,13976],{},[2758,67643,67644,67646,67648,67651,67654],{},[2773,67645,67057],{},[2773,67647,15053],{},[2773,67649,67650],{},"3560",[2773,67652,67653],{},"ほぼ日",[2773,67655,14110],{},[2758,67657,67658,67660,67662,67665,67668],{},[2773,67659,67057],{},[2773,67661,15053],{},[2773,67663,67664],{},"2999",[2773,67666,67667],{},"ホームポジション",[2773,67669,14110],{},[2758,67671,67672,67674,67676,67679,67682],{},[2773,67673,67057],{},[2773,67675,15053],{},[2773,67677,67678],{},"3353",[2773,67680,67681],{},"メディカル一光グループ",[2773,67683,13976],{},[2758,67685,67686,67688,67690,67693,67696],{},[2773,67687,67057],{},[2773,67689,15053],{},[2773,67691,67692],{},"3063",[2773,67694,67695],{},"ジェイグループホールディングス",[2773,67697,13976],{},[2758,67699,67700,67702,67704,67707,67710],{},[2773,67701,67057],{},[2773,67703,15053],{},[2773,67705,67706],{},"2164",[2773,67708,67709],{},"地域新聞社",[2773,67711,14110],{},[2758,67713,67714,67716,67718,67721,67724],{},[2773,67715,67057],{},[2773,67717,15053],{},[2773,67719,67720],{},"137A",[2773,67722,67723],{},"Ｃｏｃｏｌｉｖｅ",[2773,67725,14167],{},[2758,67727,67728,67730,67732,67735,67738],{},[2773,67729,67057],{},[2773,67731,15053],{},[2773,67733,67734],{},"2653",[2773,67736,67737],{},"イオン九州",[2773,67739,13976],{},[2758,67741,67742,67744,67746,67749,67752],{},[2773,67743,67057],{},[2773,67745,15053],{},[2773,67747,67748],{},"2669",[2773,67750,67751],{},"カネ美食品",[2773,67753,13976],{},[2758,67755,67756,67758,67760,67763,67766],{},[2773,67757,67057],{},[2773,67759,15053],{},[2773,67761,67762],{},"2687",[2773,67764,67765],{},"シー・ヴイ・エス・ベイエリア",[2773,67767,13976],{},[2758,67769,67770,67772,67774,67777,67780],{},[2773,67771,67057],{},[2773,67773,15053],{},[2773,67775,67776],{},"2379",[2773,67778,67779],{},"ディップ",[2773,67781,13976],{},[2758,67783,67784,67786,67788,67791,67794],{},[2773,67785,67057],{},[2773,67787,15053],{},[2773,67789,67790],{},"3280",[2773,67792,67793],{},"エストラスト",[2773,67795,13976],{},[2758,67797,67798,67800,67802,67805,67808],{},[2773,67799,67057],{},[2773,67801,15053],{},[2773,67803,67804],{},"6255",[2773,67806,67807],{},"エヌ・ピー・シー",[2773,67809,14110],{},[2758,67811,67812,67814,67816,67819,67822],{},[2773,67813,67057],{},[2773,67815,15053],{},[2773,67817,67818],{},"6289",[2773,67820,67821],{},"技研製作所",[2773,67823,14110],{},[2758,67825,67826,67828,67830,67833,67836],{},[2773,67827,67057],{},[2773,67829,15053],{},[2773,67831,67832],{},"6668",[2773,67834,67835],{},"アドテック プラズマ テクノロジー",[2773,67837,14110],{},[2758,67839,67840,67842,67844,67847,67850],{},[2773,67841,67057],{},[2773,67843,15053],{},[2773,67845,67846],{},"6432",[2773,67848,67849],{},"竹内製作所",[2773,67851,13976],{},[2758,67853,67854,67856,67858,67861,67864],{},[2773,67855,67057],{},[2773,67857,15053],{},[2773,67859,67860],{},"6136",[2773,67862,67863],{},"オーエスジー",[2773,67865,13965],{},[2758,67867,67868,67870,67872,67875,67878],{},[2773,67869,67057],{},[2773,67871,15053],{},[2773,67873,67874],{},"8127",[2773,67876,67877],{},"ヤマトインターナショナル",[2773,67879,14110],{},[2758,67881,67882,67884,67886,67889,67892],{},[2773,67883,67057],{},[2773,67885,15053],{},[2773,67887,67888],{},"8185",[2773,67890,67891],{},"チヨダ",[2773,67893,13976],{},[2758,67895,67896,67898,67900,67903,67906],{},[2773,67897,67057],{},[2773,67899,15053],{},[2773,67901,67902],{},"8200",[2773,67904,67905],{},"リンガーハット",[2773,67907,13976],{},[2758,67909,67910,67912,67914,67917,67920],{},[2773,67911,67057],{},[2773,67913,15053],{},[2773,67915,67916],{},"8260",[2773,67918,67919],{},"井筒屋",[2773,67921,13976],{},[2758,67923,67924,67926,67928,67931,67934],{},[2773,67925,67057],{},[2773,67927,15053],{},[2773,67929,67930],{},"8931",[2773,67932,67933],{},"和田興産",[2773,67935,13976],{},[2758,67937,67938,67940,67942,67945,67948],{},[2773,67939,67057],{},[2773,67941,15053],{},[2773,67943,67944],{},"9647",[2773,67946,67947],{},"協和コンサルタンツ",[2773,67949,13965],{},[2758,67951,67952,67954,67956,67959,67962],{},[2773,67953,67057],{},[2773,67955,15053],{},[2773,67957,67958],{},"9720",[2773,67960,67961],{},"ホテル、ニューグランド",[2773,67963,13965],{},[2758,67965,67966,67968,67970,67973,67976],{},[2773,67967,67057],{},[2773,67969,15053],{},[2773,67971,67972],{},"6814",[2773,67974,67975],{},"古野電気",[2773,67977,13976],{},[2758,67979,67980,67982,67984,67987,67990],{},[2773,67981,67057],{},[2773,67983,15053],{},[2773,67985,67986],{},"9876",[2773,67988,67989],{},"コックス",[2773,67991,13976],{},[2758,67993,67994,67996,67998,68001,68004],{},[2773,67995,67057],{},[2773,67997,15053],{},[2773,67999,68000],{},"7049",[2773,68002,68003],{},"識学",[2773,68005,13976],{},[2758,68007,68008,68010,68012,68015,68018],{},[2773,68009,67057],{},[2773,68011,15053],{},[2773,68013,68014],{},"9974",[2773,68016,68017],{},"ベルク",[2773,68019,13976],{},[2758,68021,68022,68024,68026,68029,68032],{},[2773,68023,67057],{},[2773,68025,15053],{},[2773,68027,68028],{},"7219",[2773,68030,68031],{},"エッチ・ケー・エス",[2773,68033,14110],{},[2758,68035,68036,68038,68040,68043,68046],{},[2773,68037,67057],{},[2773,68039,15053],{},[2773,68041,68042],{},"7373",[2773,68044,68045],{},"アイドマ・ホールディングス",[2773,68047,14110],{},[2758,68049,68050,68052,68054,68057,68060],{},[2773,68051,67057],{},[2773,68053,15053],{},[2773,68055,68056],{},"7501",[2773,68058,68059],{},"ティムコ",[2773,68061,13965],{},[2758,68063,68064,68066,68068,68071,68074],{},[2773,68065,67057],{},[2773,68067,15053],{},[2773,68069,68070],{},"7512",[2773,68072,68073],{},"イオン北海道",[2773,68075,13976],{},[2758,68077,68078,68080,68082,68085,68088],{},[2773,68079,67057],{},[2773,68081,15053],{},[2773,68083,68084],{},"7514",[2773,68086,68087],{},"ヒマラヤ",[2773,68089,14110],{},[2758,68091,68092,68094,68096,68099,68102],{},[2773,68093,67057],{},[2773,68095,15053],{},[2773,68097,68098],{},"7516",[2773,68100,68101],{},"コーナン商事",[2773,68103,13976],{},[2758,68105,68106,68108,68110,68113,68116],{},[2773,68107,67057],{},[2773,68109,16780],{},[2773,68111,68112],{},"6159",[2773,68114,68115],{},"ミクロン精密",[2773,68117,14110],{},[2758,68119,68120,68122,68124,68127,68130],{},[2773,68121,67057],{},[2773,68123,16780],{},[2773,68125,68126],{},"2769",[2773,68128,68129],{},"ヴィレッジヴァンガードコーポレーション",[2773,68131,14167],{},[2758,68133,68134,68136,68138,68141,68144],{},[2773,68135,67057],{},[2773,68137,16780],{},[2773,68139,68140],{},"7427",[2773,68142,68143],{},"エコートレーディング",[2773,68145,13976],{},[2758,68147,68148,68150,68152,68155,68158],{},[2773,68149,67057],{},[2773,68151,16893],{},[2773,68153,68154],{},"7487",[2773,68156,68157],{},"小津産業",[2773,68159,14167],{},[2758,68161,68162,68164,68166,68169,68172],{},[2773,68163,67057],{},[2773,68165,16922],{},[2773,68167,68168],{},"6506",[2773,68170,68171],{},"安川電機",[2773,68173,13976],{},[2758,68175,68176,68178,68180,68183,68186],{},[2773,68177,67057],{},[2773,68179,16922],{},[2773,68181,68182],{},"5982",[2773,68184,68185],{},"マルゼン",[2773,68187,13976],{},[2758,68189,68190,68192,68194,68197,68200],{},[2773,68191,67057],{},[2773,68193,16922],{},[2773,68195,68196],{},"8125",[2773,68198,68199],{},"ワキタ",[2773,68201,13976],{},[2758,68203,68204,68206,68208,68211,68214],{},[2773,68205,67057],{},[2773,68207,16922],{},[2773,68209,68210],{},"9418",[2773,68212,68213],{},"Ｕ－ＮＥＸＴ ＨＯＬＤＩＮＧＳ",[2773,68215,14110],{},[2758,68217,68218,68220,68222,68225,68228],{},[2773,68219,67057],{},[2773,68221,16922],{},[2773,68223,68224],{},"4645",[2773,68226,68227],{},"市進ホールディングス",[2773,68229,13976],{},[2758,68231,68232,68234,68236,68239,68242],{},[2773,68233,67057],{},[2773,68235,16922],{},[2773,68237,68238],{},"4714",[2773,68240,68241],{},"リソー教育グループ",[2773,68243,13976],{},[2758,68245,68246,68248,68250,68253,68256],{},[2773,68247,67057],{},[2773,68249,16922],{},[2773,68251,68252],{},"5129",[2773,68254,68255],{},"ＦＩＸＥＲ",[2773,68257,14110],{},[2758,68259,68260,68262,68264,68267,68270],{},[2773,68261,67057],{},[2773,68263,16922],{},[2773,68265,68266],{},"4829",[2773,68268,68269],{},"日本エンタープライズ",[2773,68271,14167],{},[2758,68273,68274,68276,68278,68281,68284],{},[2773,68275,67057],{},[2773,68277,16922],{},[2773,68279,68280],{},"2459",[2773,68282,68283],{},"アウンコンサルティング",[2773,68285,14167],{},[2758,68287,68288,68290,68292,68295,68298],{},[2773,68289,67057],{},[2773,68291,16922],{},[2773,68293,68294],{},"3550",[2773,68296,68297],{},"スタジオアタオ",[2773,68299,13976],{},[2758,68301,68302,68304,68306,68309,68312],{},[2773,68303,67057],{},[2773,68305,16922],{},[2773,68307,68308],{},"3046",[2773,68310,68311],{},"ジンズホールディングス",[2773,68313,14110],{},[2758,68315,68316,68318,68320,68323,68326],{},[2773,68317,67057],{},[2773,68319,16922],{},[2773,68321,68322],{},"6555",[2773,68324,68325],{},"ＭＳ＆Ｃｏｎｓｕｌｔｉｎｇ",[2773,68327,13976],{},[2758,68329,68330,68332,68334,68337,68340],{},[2773,68331,67057],{},[2773,68333,16922],{},[2773,68335,68336],{},"7928",[2773,68338,68339],{},"旭化学工業",[2773,68341,14110],{},[2758,68343,68344,68346,68348,68351,68354],{},[2773,68345,67057],{},[2773,68347,16922],{},[2773,68349,68350],{},"9270",[2773,68352,68353],{},"バリュエンスホールディングス",[2773,68355,14110],{},[2758,68357,68358,68360,68362,68365,68368],{},[2773,68359,67057],{},[2773,68361,16922],{},[2773,68363,68364],{},"7607",[2773,68366,68367],{},"進和",[2773,68369,14110],{},[2758,68371,68372,68374,68376,68379,68382],{},[2773,68373,67057],{},[2773,68375,17469],{},[2773,68377,68378],{},"6664",[2773,68380,68381],{},"オプトエレクトロニクス",[2773,68383,13965],{},[2758,68385,68386,68388,68390,68393,68396],{},[2773,68387,67057],{},[2773,68389,17469],{},[2773,68391,68392],{},"8008",[2773,68394,68395],{},"ヨンドシーホールディングス",[2773,68397,13976],{},[2758,68399,68400,68402,68404,68407,68410],{},[2773,68401,67057],{},[2773,68403,17469],{},[2773,68405,68406],{},"9982",[2773,68408,68409],{},"タキヒヨー",[2773,68411,13976],{},[2758,68413,68414,68416,68418,68421,68424],{},[2773,68415,67057],{},[2773,68417,17540],{},[2773,68419,68420],{},"3454",[2773,68422,68423],{},"ファーストブラザーズ",[2773,68425,13965],{},[2758,68427,68428,68430,68432,68435,68438],{},[2773,68429,67057],{},[2773,68431,28521],{},[2773,68433,68434],{},"3222",[2773,68436,68437],{},"ユナイテッド・スーパーマーケット・ホールディングス",[2773,68439,13976],{},[2758,68441,68442,68444,68446,68449,68452],{},[2773,68443,67057],{},[2773,68445,14073],{},[2773,68447,68448],{},"428A",[2773,68450,68451],{},"サイプレス・ホールディングス",[2773,68453,14110],{},[15,68455,28547],{"id":28547},[443,68457,68458,68465],{},[446,68459,68460,68461,68464],{},"多くが",[33,68462,68463],{},"引け後（15:30前後）","の発表です。株価への反応は当日の取引時間外〜翌営業日に出やすい点を押さえておきます。",[446,68466,28555,68467,28560,68469,28564],{},[22,68468,28559],{"href":28558},[33,68470,28563],{},[15,68472,28567],{"id":28567},[443,68474,68475,68478],{},[446,68476,68477],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年7月5日時点）。",[446,68479,28575,68480,28579],{},[33,68481,28578],{},[15,68483,51],{"id":51},[11,68485,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":68487},[68488,68489,68490,68491,68492],{"id":66139,"depth":57,"text":66140},{"id":66243,"depth":57,"text":66244},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年7月6日〜7月12日に決算発表を予定する156社を発表日・時刻・会計期つきで一覧化します。金曜10日に最多の100社が集中し、ファーストリテイリング・セブン＆アイ・アサヒグループHDなど大手企業も名を連ねます。",{},"\u002Freading\u002Farticles\u002F2026-07-05-weekly-earnings","2026-07-05T19:00:00+09:00",{"title":66124,"description":68493},"reading\u002Farticles\u002F2026-07-05-weekly-earnings",[28599,28600],"yiQO22j00StOI77ffHtK-uHAi0GuS0MJlxIY462uLNA",{"id":68502,"title":68503,"author":6,"body":68504,"category":62,"dataDate":6,"date":66043,"description":68547,"extension":65,"image":6,"meta":68548,"navigation":67,"path":68549,"publishedAt":68550,"seo":68551,"stem":68552,"tags":68553,"type":6,"updated":6,"__hash__":68554},"articles\u002Freading\u002Farticles\u002F2026-07-05-variable-rate-mortgage-hike-july.md","変動住宅ローン、7月から返済額が増える人も ─ 日銀1%利上げの家計への波及",{"type":8,"value":68505,"toc":68542},[68506,68514,68516,68523,68526,68528,68537,68539],[11,68507,68508,68509,68513],{},"日銀が2026年6月の金融政策決定会合で政策金利を0.75%から1.00%へ引き上げた（",[22,68510,68512],{"href":438,"rel":68511},[26],"出典：モゲチェック","）。その影響がいよいよ住宅ローンの返済額に直結し始めた。",[15,68515,17],{"id":17},[11,68517,68518,68519,42],{},"今回の利上げを受け、ネット銀行各社が7月から変動金利を改定した。具体的には、PayPay銀行が0.980%から1.330%へ0.35ポイント引き上げ、楽天銀行が1.295%から1.500%へ0.205ポイント引き上げた（",[22,68520,68522],{"href":438,"rel":68521},[26],"出典：モゲチェック 住宅ローン金利2026年7月の最新動向",[11,68524,68525],{},"多くの金融機関は年2回（4月・10月）に基準金利を改定し、その2〜3か月後から返済額に反映される仕組みのため、大手銀行分は10月改定・2027年1月以降の適用になる見込みとされている。「5年ルール」（5年間は月額返済額を変えない）が適用されているローンでは返済額が変わらないケースもあるが、その分元金の減少が遅れる点には注意が必要だ。",[15,68527,45],{"id":45},[11,68529,68530,68531,68536],{},"今年は「6月に続きさらに年内もう1回の利上げ」を予想するエコノミストが多い（",[22,68532,68535],{"href":68533,"rel":68534},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0571\u002F",[26],"出典：野村證券 追加利上げ予想","）。変動金利は短期プライムレートに連動するため、政策金利が積み上がれば遅れてローン金利に反映される構図が続く。すでに変動ローンを抱えている人にとっては、今後の返済計画を今一度確かめる機会になりそうだ。",[15,68538,51],{"id":51},[11,68540,68541],{},"本記事は公開情報をもとにした情報提供が目的であり、投資助言・金融商品の販売勧誘ではありません。住宅ローンの借り換えや繰り上げ返済の判断は、ご自身の状況に合わせて金融機関や専門家にご相談ください。",{"title":56,"searchDepth":57,"depth":57,"links":68543},[68544,68545,68546],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が6月に政策金利を1.0%に引き上げた影響を受け、一部ネット銀行が7月から変動金利を引き上げ。他行も年内に順次反映の見込みで、変動ローン利用者は返済額の変化を確認したいタイミング。",{},"\u002Freading\u002Farticles\u002F2026-07-05-variable-rate-mortgage-hike-july","2026-07-05T13:00:00+09:00",{"title":68503,"description":68547},"reading\u002Farticles\u002F2026-07-05-variable-rate-mortgage-hike-july",[236,73],"xw521L0uIxw4hCsN5Boo9rNcCiRVHGTIaExJXGGrrqY",{"id":68556,"title":68557,"author":6,"body":68558,"category":62,"dataDate":6,"date":66043,"description":68625,"extension":65,"image":6,"meta":68626,"navigation":67,"path":68627,"publishedAt":68628,"seo":68629,"stem":68630,"tags":68631,"type":6,"updated":6,"__hash__":68632},"articles\u002Freading\u002Farticles\u002F2026-07-05-fomc-minutes-july8-nisa-watch.md","FOMC6月議事録は7月8日公開──米雇用減速で利下げ論浮上、ドル円とNISAへの影響は",{"type":8,"value":68559,"toc":68620},[68560,68563,68565,68570,68585,68590,68602,68607,68610,68612,68615,68617],[11,68561,68562],{},"米国市場は7月4日（独立記念日）の連休明けとなる7月6日（月）に取引を再開する。今週は7月8日（水）にFOMC6月会合の議事録が公開される予定で、米金利政策の方向感を読む上で要注目だ。直前に出た米6月雇用統計の大幅下振れが議事録の内容とどう噛み合うかが焦点になりそうだ。",[15,68564,17],{"id":17},[11,68566,68567],{},[33,68568,68569],{},"6月FOMC：全会一致で金利据え置き",[11,68571,68572,68573,13163,68576,68581,68582,5863],{},"6月17日の米連邦公開市場委員会（FOMC）は、フェデラルファンド目標誘導レンジを",[33,68574,68575],{},"3.50〜3.75%に据え置くことを全会一致（12-0）で決定",[22,68577,68580],{"href":68578,"rel":68579},"https:\u002F\u002Fwww.federalreserve.gov\u002Fnewsevents\u002Fpressreleases\u002Fmonetary20260617a.htm",[26],"連邦準備制度の公式声明（2026年6月17日）"," によると「雇用最大化と物価安定の二つのマンデートの達成に向けて」現状維持を選択した。議事録は会合から3週間後、",[33,68583,68584],{},"7月8日（水）に公開予定",[11,68586,68587],{},[33,68588,68589],{},"その後の変化：米雇用が急減速",[11,68591,68592,68593,68596,68597,68601],{},"据え置き決定後の最大の変数となったのが、7月2日発表の米6月雇用統計だ。非農業部門雇用者数は前月比",[33,68594,68595],{},"+5.7万人増","と市場予想（10〜11万人台）の半分以下に落ち込み、前月・前々月分も下方修正された（出典：",[22,68598,68600],{"href":64545,"rel":68599},[26],"外為どっとコム 来週のドル円相場見通し 2026年7月5日","）。弱い雇用を受け、FRBが早期に利下げを模索するとの観測が市場で強まっている。",[11,68603,68604],{},[33,68605,68606],{},"ドル円は162円台から急落、160円前後に",[11,68608,68609],{},"ドル円は7月1日に1ドル＝162円台（約40年ぶり高値）まで上昇したが、雇用統計と日銀・財務省の介入警戒が重なり160円台前半に急落。7月5日（土）時点で160円前後での推移が続いている（出典：同上）。来週（7\u002F6〜10）は、米ISMサービス業景況指数（7月6日）・FOMC議事録（7月8日）・新規失業保険申請件数（7月9日）と重要指標が集中する週となる。",[15,68611,45],{"id":45},[11,68613,68614],{},"FOMC議事録で利下げ議論の温度感が想定より高ければ、ドル安・円高方向への圧力が強まりやすい。NISAで米国株インデックス（S&P500・全世界株）を積み立てている場合、ドル安が進むと円換算の評価額が目減りするリスクがある。議事録公開の7月8日前後は値動きが荒れやすく、短期的な価格変動には一定の覚悟が必要かもしれない。",[15,68616,51],{"id":51},[11,68618,68619],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の株価・為替・金利を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":68621},[68622,68623,68624],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月FOMCは全会一致で3.50〜3.75%を維持したが、+5.7万人という弱い雇用統計を受け「利下げはいつか」の議論が加速。7月8日公開の議事録でその内容が明らかになり、ドル円とNISA外国株の値動きに影響する可能性がある。",{},"\u002Freading\u002Farticles\u002F2026-07-05-fomc-minutes-july8-nisa-watch","2026-07-05T09:00:00+09:00",{"title":68557,"description":68625},"reading\u002Farticles\u002F2026-07-05-fomc-minutes-july8-nisa-watch",[164,74],"FCPKY_n-r3bwUrzeGZExy3B9vH-jdqCYstXVFpGNn8Q",{"id":68634,"title":68635,"author":6,"body":68636,"category":62,"dataDate":6,"date":68692,"description":68693,"extension":65,"image":6,"meta":68694,"navigation":67,"path":68695,"publishedAt":68696,"seo":68697,"stem":68698,"tags":68699,"type":6,"updated":6,"__hash__":68700},"articles\u002Freading\u002Farticles\u002F2026-07-04-dow-record-defensive-shift.md","NYダウが史上最高値5万2900ドル台、でもS&P500は反落──弱い雇用が「守り株」シフトを起こした7月3日",{"type":8,"value":68637,"toc":68687},[68638,68641,68643,68646,68656,68677,68679,68682,68684],[11,68639,68640],{},"7月4日の米国は独立記念日（建国250周年）で市場は終日休場。前日3日の短縮取引を振り返ると、指数間で正反対の動きが起きていた。NYダウは最高値を更新した一方で、S&P500とNASDAQ100は下落。弱い雇用統計が引き金となった「守りへの切り替え」が一日の値動きを支配した。",[15,68642,17],{"id":17},[11,68644,68645],{},"7月2日（木）に発表された米6月非農業部門雇用者数は前月比+5.7万人と、市場予想を大幅に下回る結果だった。これを受けFRBの利上げ観測が後退し、3日（金、短縮取引）の米国株市場ではハイテク・AI株からディフェンシブ銘柄への資金シフトが起きた。",[11,68647,68648,7134,68651,1714],{},[33,68649,68650],{},"7月3日（米国独立記念日前の短縮取引）の主な動き",[22,68652,68655],{"href":68653,"rel":68654},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_03_us30\u002F",[26],"OANDA マーケットニュース 2026年7月3日",[443,68657,68658,68664,68667,68674],{},[446,68659,29013,68660,68663],{},[33,68661,68662],{},"52,900.07ドル","（前日比 +594.83ドル、+1.14%）でプラス終了。主要3指数中、唯一のプラス圏。",[446,68665,68666],{},"S&P500・NASDAQ100：いずれも反落。",[446,68668,68669,68670,68673],{},"ダウ構成銘柄の",[33,68671,68672],{},"約8割がプラス圏","で推移。アップル・マクドナルド・ウォルト・ディズニーなど景気変動の影響を受けにくい銘柄が上昇。",[446,68675,68676],{},"エヌビディア・アルファベットなどAI・大型テック株が下落し、テック株の比重が高いS&P500・NASDAQ100の指数全体を押し下げた。",[15,68678,45],{"id":45},[11,68680,68681],{},"「雇用が弱い → FRBが利上げしにくくなる → 安定した配当・収益が見込める守り株が有利」という市場の読みが一日の値動きに凝縮されている。NISAの積立でS&P500インデックスを保有している場合、テック株のウエートが高い分、ダウの上昇とは異なる動きに直面しやすい局面といえる。",[15,68683,51],{"id":51},[11,68685,68686],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・指数を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":68688},[68689,68690,68691],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-04","米6月雇用統計が予想の半分以下の大幅下振れ。FRBの利上げ観測が後退する中、ハイテク株が売られダウ構成のディフェンシブ銘柄に資金が集中。主要3指数でプラスはNYダウのみ、S&P500・NASDAQ100は反落した。",{},"\u002Freading\u002Farticles\u002F2026-07-04-dow-record-defensive-shift","2026-07-04T20:00:00+09:00",{"title":68635,"description":68693},"reading\u002Farticles\u002F2026-07-04-dow-record-defensive-shift",[164,73],"DeVBlkf6n6cvsNMqcXz-Lqrd8eQkyeuTeAL5HwtuR7k",{"id":68702,"title":68703,"author":6,"body":68704,"category":62,"dataDate":6,"date":68692,"description":68815,"extension":65,"image":6,"meta":68816,"navigation":67,"path":68817,"publishedAt":68818,"seo":68819,"stem":68820,"tags":68821,"type":6,"updated":6,"__hash__":68822},"articles\u002Freading\u002Farticles\u002F2026-07-04-variable-rate-when-rises.md","日銀が1%台に利上げ、変動型住宅ローンはいつ上がる？7月時点の最新状況",{"type":8,"value":68705,"toc":68810},[68706,68709,68711,68719,68725,68730,68786,68792,68797,68800,68802,68805,68807],[11,68707,68708],{},"米国が独立記念日で市場休場となっている今日の東京前場は外部材料が乏しく、様子見ムードが漂う。そんな中、住宅ローンを抱える家庭にとって気になるのが「6月の日銀利上げで、自分のローン金利はいつ上がるのか」という点だ。",[15,68710,17],{"id":17},[11,68712,68713,68714,68718],{},"日本銀行は",[22,68715,68717],{"href":438,"rel":68716},[26],"2026年6月16日の金融政策決定会合で政策金利を0.75%から1.00%に引き上げた","。1.00%水準は約31年ぶりの高さとなる。",[11,68720,68721,68722,5863],{},"この利上げを受け、",[33,68723,68724],{},"住宅ローン変動金利の対応が銀行ごとに分かれている",[11,68726,68727],{},[33,68728,68729],{},"7月から先行して引き上げた銀行（ネット銀行中心）",[2752,68731,68732,68744],{},[2755,68733,68734],{},[2758,68735,68736,68739,68742],{},[2761,68737,68738],{},"銀行",[2761,68740,68741],{},"7月の変動金利（目安）",[2761,68743,6985],{},[2768,68745,68746,68756,68766,68776],{},[2758,68747,68748,68750,68753],{},[2773,68749,462],{},[2773,68751,68752],{},"年1.330%",[2773,68754,68755],{},"+0.350%",[2758,68757,68758,68760,68763],{},[2773,68759,8417],{},[2773,68761,68762],{},"年1.500%",[2773,68764,68765],{},"+0.205%",[2758,68767,68768,68771,68774],{},[2773,68769,68770],{},"住信SBIネット銀行",[2773,68772,68773],{},"年0.950%",[2773,68775,11006],{},[2758,68777,68778,68781,68784],{},[2773,68779,68780],{},"SBI新生銀行",[2773,68782,68783],{},"年0.990%",[2773,68785,11006],{},[11,68787,7134,68788,1714],{},[22,68789,68791],{"href":438,"rel":68790},[26],"モゲチェック「住宅ローン金利2026年7月の最新動向」",[11,68793,68794],{},[33,68795,68796],{},"大手銀行は「10月基準日→2027年1月返済分」から反映が有力",[11,68798,68799],{},"変動金利は一般的に年2回（4月・10月）見直され、その3か月後の返済分に反映される。次の基準日は2026年10月で、みずほ銀行（1.025%）・三井住友銀行（1.275%）などの大手5行はすでに2026年4月時点で1%を超えているが、今回の利上げ分は2027年1月返済分から上乗せされる見込みだ。",[15,68801,45],{"id":45},[11,68803,68804],{},"変動金利ユーザーへの実際のダメージは「まだ数か月先」とはいえ、今後の追加利上げ観測（2026年9月〜という見方が市場の一部に存在する）を踏まえると、月々の返済額への影響幅は積み上がりやすい。銀行によって引き上げ幅・時期にバラつきがある現状では、自分が契約している金融機関の案内を確認する機会として今が適している。",[15,68806,51],{"id":51},[11,68808,68809],{},"本記事は情報提供を目的としたもので、投資助言ではありません。住宅ローンの借り換え・固定\u002F変動の選択を推奨するものではなく、将来の金利を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":68811},[68812,68813,68814],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月16日の日銀追加利上げ（政策金利0.75%→1.00%）を受け、一部ネット銀行は7月から変動金利を引き上げ済み。大手銀行は10月の基準日を経て2027年1月返済分から反映が有力。",{},"\u002Freading\u002Farticles\u002F2026-07-04-variable-rate-when-rises","2026-07-04T13:00:00+09:00",{"title":68703,"description":68815},"reading\u002Farticles\u002F2026-07-04-variable-rate-when-rises",[236,73],"Qn5dKHltMTQ8iv7Rd3ZSxuZmQ5jb1CgwslkklYYmMq0",{"id":68824,"title":68825,"author":6,"body":68826,"category":62,"dataDate":6,"date":68692,"description":68881,"extension":65,"image":6,"meta":68882,"navigation":67,"path":68883,"publishedAt":68884,"seo":68885,"stem":68886,"tags":68887,"type":6,"updated":6,"__hash__":68888},"articles\u002Freading\u002Farticles\u002F2026-07-04-yen-162-us-jobs-miss.md","円が162円台・39年半ぶり安値、米6月雇用統計は予想を大幅下回る",{"type":8,"value":68827,"toc":68876},[68828,68831,68833,68838,68846,68851,68860,68862,68871,68873],[11,68829,68830],{},"本日7月4日は米国の独立記念日で米国株式市場は休場。前日までの動きを振り返ると、円安の加速と米雇用の急減速という二つのニュースが同時進行し、日本の個人投資家・家計にとって無視しにくい状況が続いている。",[15,68832,17],{"id":17},[11,68834,68835],{},[33,68836,68837],{},"円が162円台へ・39年半ぶり安値",[11,68839,68840,68841,68845],{},"6月30日の東京外国為替市場で対ドルの円相場が一時1ドル＝162円台に下落し、",[22,68842,68844],{"href":59953,"rel":68843},[26],"1986年12月以来およそ39年半ぶりの円安・ドル高水準","に達した。前日29日のニューヨーク市場で161円台後半まで売られた流れが翌朝も続き、162円40銭台まで円売りが進む場面があった。背景には日米の政策金利差（FRBの誘導目標3.50〜3.75%に対し日銀は1.00%）があり、片山さつき財務相は「必要に応じていつでも適切に対応する」と円買い介入の可能性を示唆した。",[11,68847,68848],{},[33,68849,68850],{},"米6月雇用統計：+5.7万人、予想の半分以下",[11,68852,68853,68854,68859],{},"7月2日発表の米6月非農業部門雇用者数は",[22,68855,68858],{"href":68856,"rel":68857},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F98942153-a754-45ae-a952-6f82b9efa882",[26],"前月比+5.7万人増にとどまり、市場予想の10〜11.5万人を大幅に下回った","。失業率は4.3%→4.2%に低下したが、これは約72万人が労働市場から退出したためで、労働参加率は61.5%と過去5年超で最低水準に落ち込んだ。弱い結果を受けて2年物米国債利回りは低下し、トレーダーが年末までの利上げ確率を引き下げる動きも出た。",[15,68861,45],{"id":45},[11,68863,68864,68865,68870],{},"米雇用の急減速でFRBの利上げ圧力は短期的に後退しやすく、ドルが一服する場面もあり得る。ただし日米の金利差は依然大きく、円安・輸入コスト高の構造自体は解消されていない。食料品や光熱費など輸入依存度の高い品目の価格押し上げ圧力が続くなか、",[22,68866,68869],{"href":68867,"rel":68868},"https:\u002F\u002Fofficial.gfs.tokyo\u002Fblog\u002Fue-price-increase-list",[26],"円安による家計の追加負担は年間9万円規模に達するとの試算","もあり、値上げの動向は引き続き注視したい。",[15,68872,51],{"id":51},[11,68874,68875],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の金融商品への投資を推奨するものではなく、将来の為替・株価・物価を予測・保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":68877},[68878,68879,68880],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月30日にドル円が1986年12月以来の安値162円台へ。直後に発表された米6月雇用統計は非農業部門+5.7万人と予想の半分以下。日米金利差が続くなか、輸入物価への影響が家計に重くのしかかる。",{},"\u002Freading\u002Farticles\u002F2026-07-04-yen-162-us-jobs-miss","2026-07-04T09:00:00+09:00",{"title":68825,"description":68881},"reading\u002Farticles\u002F2026-07-04-yen-162-us-jobs-miss",[236,73],"V3dxJDTaJSaWUrq42oEcYZZTyWsQamZID5FgOESmuOk",{"id":68890,"title":68891,"author":6,"body":68892,"category":62,"dataDate":6,"date":68964,"description":68965,"extension":65,"image":6,"meta":68966,"navigation":67,"path":68967,"publishedAt":68968,"seo":68969,"stem":68970,"tags":68971,"type":6,"updated":6,"__hash__":68972},"articles\u002Freading\u002Farticles\u002F2026-07-03-us-june-nfp-miss-nikkei-rebound.md","米6月雇用統計が大幅下振れ、日経は1,000円超反発・ドル円161円台",{"type":8,"value":68893,"toc":68959},[68894,68897,68899,68907,68927,68934,68937,68946,68949,68951,68954,68956],[11,68895,68896],{},"米労働省が7月2日（現地時間）に発表した6月の雇用統計で、景気の体温計とも呼ばれる非農業部門雇用者数（NFP）が前月比5.7万人増と、市場予想の11.3万人増の半分以下にとどまった。この結果を受けてFRBの利上げ観測が和らぎ、7月3日の東京市場では日経平均が前日比1,010円92銭高の6万9,744円07銭で引けた。",[15,68898,17],{"id":17},[11,68900,7076,68901,68906],{},[22,68902,68905],{"href":68903,"rel":68904},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202607021168\u002F",[26],"6月雇用統計","の主な数字は以下のとおり。",[443,68908,68909,68915,68921],{},[446,68910,68911,68914],{},[33,68912,68913],{},"非農業部門雇用者数（NFP）",": 前月比＋5.7万人（予想＋11.3万人を大幅下回る）",[446,68916,68917,68920],{},[33,68918,68919],{},"失業率",": 4.2%（予想4.3%より改善）",[446,68922,68923,68926],{},[33,68924,68925],{},"平均時給",": 前月比＋0.3%（予想通り）",[11,68928,68929,68930,68933],{},"雇用の伸びが鈍化した一方で失業率は改善し、賃金の伸びも鈍化しなかったことから、市場は「FRBが利上げを急ぐ理由は減ったが、利上げ観測が完全に消えたわけではない」と受け止めた。",[22,68931,849],{"href":66084,"rel":68932},[26],"によれば、金利先物市場では9月の利上げ観測が一部残存している。",[11,68935,68936],{},"ドル円相場は発表直後に一時160円台半ばまでドル安が進んだが、その後161.10円台まで買い戻された（同記事より）。",[11,68938,68939,68940,68945],{},"東京株式市場では",[22,68941,68944],{"href":68942,"rel":68943},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL035BI0T00C26A7000000\u002F",[26],"利上げ観測の後退","を好感した買いが幅広い銘柄に入り、日経平均は1,010円超の反発。キオクシアが大幅高となったほか、消費・商社・医薬品など内需系にも資金が流入した。",[11,68947,68948],{},"なお、7月4日の独立記念日（土曜日）に伴い、米国市場は本日（7月3日）が振替休日。この週末は米国市場からの追加の材料が入りにくく、週明けの東京市場の動きが注目される。",[15,68950,45],{"id":45},[11,68952,68953],{},"今回のNFP大幅下振れは、利上げ警戒が和らぐぶん株式市場にはプラスに働いた。ただしドル円が160円台と依然円安水準にある点は、輸入物価や食品・エネルギー価格を通じて家計コストを押し上げる構図が続いていることを意味する。賃金の伸びが鈍化していないなかでの弱い雇用増は、米国経済が「利上げを続けるほど強くはないが、利下げに踏み切るほど弱くもない」微妙な局面にあることを示唆しており、当面は指標ごとに市場が揺れやすい環境が続きそうだ。",[15,68955,51],{"id":51},[11,68957,68958],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の相場や経済動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":68960},[68961,68962,68963],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-03","米国の6月雇用者数が予想の半分以下となる5.7万人増にとどまり、FRBの利上げ観測が後退。東京市場は1,010円高の反発で7月3日を終えた。",{},"\u002Freading\u002Farticles\u002F2026-07-03-us-june-nfp-miss-nikkei-rebound","2026-07-03T20:00:00+09:00",{"title":68891,"description":68965},"reading\u002Farticles\u002F2026-07-03-us-june-nfp-miss-nikkei-rebound",[164,73],"P8L699p5RF-NQ5FoHZD3Ce3UjSNvoiWX4SrVfou8x88",{"id":68974,"title":68975,"author":6,"body":68976,"category":62,"dataDate":6,"date":68964,"description":69040,"extension":65,"image":6,"meta":69041,"navigation":67,"path":69042,"publishedAt":69043,"seo":69044,"stem":69045,"tags":69046,"type":6,"updated":6,"__hash__":69047},"articles\u002Freading\u002Farticles\u002F2026-07-03-nikkei-morning-rebound-yen-161-us-holiday.md","前場の日経平均が反発、+363円で69,096円　米独立記念日で流動性薄く円は160円台推移",{"type":8,"value":68977,"toc":69035},[68978,68981,68983,68999,69019,69026,69028,69031,69033],[11,68979,68980],{},"昨日（7月2日）に1,741円安（▲2.47%）と急落した日経平均が、7月3日の前場は約363円（+0.53%）反発し69,096円近辺（12:48時点）で推移しました。ただし戻りは昨日の下げ幅の2割程度にとどまっており、上値の重い展開が続いています。",[15,68982,17],{"id":17},[11,68984,68985,68988,68989,68993,68994,42],{},[33,68986,68987],{},"東京株式市場","は前場、自律反発の買いが先行しました。7月2日の大引けは前日比1,741円81銭安の",[22,68990,68992],{"href":4149,"rel":68991},[26],"68,733円15銭","（Yahoo!ファイナンス）。半導体・AI関連の米ナスダック下落が波及したもので、2026年の下げ幅として2番目の規模でした（",[22,68995,68998],{"href":68996,"rel":68997},"https:\u002F\u002Fonline.nikkei-cnbc.co.jp\u002Fvod\u002F66453",[26],"日本経済新聞 2026年7月2日",[11,69000,69001,69003,69004,69007,69008,69013,69014,42],{},[33,69002,9607],{},"は、7月2日（現地時間）夜の米6月雇用統計（非農業部門雇用者数＋5.7万人、予想の約半分）を受けて162円台後半から160円台前半へ急落した後、本日は",[33,69005,69006],{},"160.6〜161.8円","を予想レンジとして方向感を探る展開です（",[22,69009,69012],{"href":69010,"rel":69011},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F03\u002F082910",[26],"外為どっとコム 2026年7月3日","）。一時は160.922円まで軟化する場面もありました（",[22,69015,69018],{"href":69016,"rel":69017},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F03\u002F105945",[26],"外為どっとコム 2026年7月3日・日中レポート",[11,69020,69021,69022,69025],{},"米国市場は7月4日（独立記念日）の代替休日にあたり",[33,69023,69024],{},"本日は休場","です。市場参加者が限られるため、「突発的な仕掛けによる乱高下」や財務省・日銀による不意打ち介入への警戒が引き続き高い状態です（同上）。",[15,69027,45],{"id":45},[11,69029,69030],{},"米国市場が休場で薄商いが続く中、ドル円は「歴史的な円安圏」（160円台）に滞留しています。雇用統計の弱さはFed利上げ期待を後退させる材料で、中期的には日米金利差縮小・円高方向の圧力となる可能性がある一方、今日明日の相場には直接反映されにくい局面です。輸入物価（食料・エネルギー）への影響が和らぐかは来週以降の指標次第とみるのが妥当で、足元は市場の薄さを利用した介入リスクを含め、値動きの荒い展開に備えておく姿勢が重要です。",[15,69032,51],{"id":51},[11,69034,28738],{},{"title":56,"searchDepth":57,"depth":57,"links":69036},[69037,69038,69039],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"昨日（7\u002F2）に1,741円安と急落した日経平均が前場で約363円反発し69,096円近辺。米国は独立記念日代替休場でドル円は160円台後半を推移。流動性の薄い相場で不意打ち介入への警戒が続いている。",{},"\u002Freading\u002Farticles\u002F2026-07-03-nikkei-morning-rebound-yen-161-us-holiday","2026-07-03T13:00:00+09:00",{"title":68975,"description":69040},"reading\u002Farticles\u002F2026-07-03-nikkei-morning-rebound-yen-161-us-holiday",[73,236],"MuWnxmeQEv4mrNL0xrCJrclQOXJUUAEnB7BRGjPKDV0",{"id":69049,"title":69050,"author":6,"body":69051,"category":57326,"dataDate":6,"date":68964,"description":69128,"extension":65,"image":6,"meta":69129,"navigation":67,"path":69130,"publishedAt":6,"seo":69131,"stem":69132,"tags":69133,"type":6,"updated":6,"__hash__":69134},"articles\u002Freading\u002Farticles\u002Fwhat-is-eps.md","EPS（1株あたり利益）とは？企業の稼ぎ力を読む基本指標をやさしく解説",{"type":8,"value":69052,"toc":69123},[69053,69056,69060,69065,69067,69073,69076,69078,69083,69090,69095,69098,69103,69106,69111,69114,69119,69121],[11,69054,69055],{},"EPS（Earnings Per Share）は「1株あたり当期純利益」を示す指標で、PERの計算式の分母にもなる株式分析の基本です。株価の割安・割高を判断する前に、まず企業がどれだけ稼いでいるかを1株単位で把握するために使います。",[15,69057,69059],{"id":69058},"eps1株あたり利益とは","EPS（1株あたり利益）とは",[11,69061,69062,69064],{},[33,69063,58681],{},"：企業の当期純利益を発行済株式数で割った、「株1枚分の稼ぎ」の大きさです。",[11,69066,58685],{},[64164,69068,69071],{"className":69069,"code":69070,"language":64169},[64167],"EPS ＝ 当期純利益 ÷ 発行済株式数\n",[51554,69072,69070],{"__ignoreMap":56},[11,69074,69075],{},"たとえば純利益100億円・発行済株式数1億株の会社なら、EPS＝100円。数値が大きいほど「1株が生み出している利益が多い」ことを意味し、企業の稼ぎ力の目安として使われます。",[15,69077,58696],{"id":58696},[11,69079,69080],{},[33,69081,69082],{},"何を読み取れる指標か",[11,69084,69085,69086,69089],{},"企業の「規模」ではなく「1株あたりの稼ぎ」を示すため、株価が違う企業同士でも稼ぎ力を比べやすくなります。PERは ",[51554,69087,69088],{},"株価 ÷ EPS"," で計算されるため、EPSはバリュエーションを見る際の土台となる数値です。",[11,69091,69092],{},[33,69093,69094],{},"EPS成長率の読み方",[11,69096,69097],{},"前期比のEPS増加率は、企業が利益を伸ばしているかどうかの目安になります。ただし「自社株買い（発行株数の減少）」や「株式分割（発行株数の増加）」によって、純利益が変わらなくてもEPSは上下します。増減の理由が利益の変化によるものか、株数の変化によるものかを区別して読むことが基本です。",[11,69099,69100],{},[33,69101,69102],{},"希薄化後EPS（Diluted EPS）との違い",[11,69104,69105],{},"ストックオプションや新株予約権が行使されると発行株数が増え、EPSが下がります（希薄化）。米国株の決算では通常・希薄化後の両方が開示され、希薄化後EPS（Diluted EPS）を重視するのが一般的です。日本株でも「潜在株式調整後EPS」として開示される場合があります。",[11,69107,69108],{},[33,69109,69110],{},"業種・企業規模による差",[11,69112,69113],{},"EPSの絶対値は業種や株式数の設定によって大きく異なります。EPSの水準だけで企業を比べるのでなく、過去の自社推移や同業他社との比較で読むのが基本です。",[11,69115,69116,69118],{},[22,69117,51723],{"href":51722},"で、自分の資産配分を一度チェックしてみましょう。",[15,69120,51],{"id":51},[11,69122,58732],{},{"title":56,"searchDepth":57,"depth":57,"links":69124},[69125,69126,69127],{"id":69058,"depth":57,"text":69059},{"id":58696,"depth":57,"text":58696},{"id":51,"depth":57,"text":51},"EPS（1株あたり利益）の意味・計算式・初心者の見方をコンパクトに解説。PERの計算式にも登場する基本指標で、企業の稼ぎ力や利益成長の目安として使われます。希薄化後EPSとの違いも整理します。",{},"\u002Freading\u002Farticles\u002Fwhat-is-eps",{"title":69050,"description":69128},"reading\u002Farticles\u002Fwhat-is-eps",[58744,28599],"8sfQu33igsjSWBNZG2YwSRIj8g4Gkaf8wYFi3vCaAs0",{"id":69136,"title":69137,"author":6,"body":69138,"category":62,"dataDate":6,"date":68964,"description":69212,"extension":65,"image":6,"meta":69213,"navigation":67,"path":69214,"publishedAt":69215,"seo":69216,"stem":69217,"tags":69218,"type":6,"updated":6,"__hash__":69219},"articles\u002Freading\u002Farticles\u002F2026-07-03-us-jobs-weak-dow-record-yen-161.md","米雇用統計が予想の半分どまり・NYダウ最高値・円が161円台へ　7月2日の米国市場",{"type":8,"value":69139,"toc":69207},[69140,69143,69145,69162,69165,69192,69194,69203,69205],[11,69141,69142],{},"7月2日（現地時間）の米国市場は、6月の雇用統計が予想を大きく下回ったことで「景気鈍化→利上げ期待後退」の構図が鮮明になり、ダウが史上最高値を更新する一方、ナスダックは下落するという「まちまち」の結果となりました。ドル円も162円台後半から161円台前半へと約1円50銭の円高が進行しています。なお、7月4日（土）が独立記念日のため米国市場は本日（米時間7月3日）休場となり、次の取引は月曜まで持ち越しです。",[15,69144,17],{"id":17},[11,69146,69147,69148,69151,69152,69156,69157,42],{},"米労働省が7月2日に発表した6月の非農業部門雇用者数（NFP）は前月比",[33,69149,69150],{},"＋5.7万人","と、市場予想の約11万人の半分にとどまりました（",[22,69153,69155],{"href":13595,"rel":69154},[26],"BLS, Employment Situation June 2026","）。4月・5月分も合計7.4万人下方修正されており、雇用の鈍化が修正ベースでも裏付けられた形です。失業率は4.2%（前月比▲0.1%ポイント）とやや改善、平均時給は前年比＋3.5%と堅調でした。レジャー・宿泊業が6.1万人減と大幅減少した一方、専門・ビジネスサービス（＋3.6万人）・医療（＋2.2万人）が堅調でした（",[22,69158,69161],{"href":69159,"rel":69160},"https:\u002F\u002Fwww.fxstreet.com\u002Fnews\u002Fnonfarm-payrolls-set-to-grow-by-over-100k-in-june-reinforcing-bets-of-upcoming-fed-rate-hikes-202607020500",[26],"FXStreet, July 2, 2026",[11,69163,69164],{},"この結果を受けた各市場の動きは以下の通りです。",[443,69166,69167,69172,69177,69182],{},[446,69168,69169,69171],{},[33,69170,5616],{},"：前日比＋539ドル（＋1.03%）の52,844ドル、史上最高値更新",[446,69173,69174,69176],{},[33,69175,7115],{},"：ほぼ横ばい",[446,69178,69179,69181],{},[33,69180,57370],{},"：▲0.8%（金利に敏感なグロース株が売られた）",[446,69183,69184,69186,69187,1714],{},[33,69185,1707],{},"：161円05〜15銭で終了（前日比で約1円50銭の円高、",[22,69188,69191],{"href":69189,"rel":69190},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fhistorical-rate\u002Fusdjpy\u002F20260701\u002F",[26],"OANDA参考 7\u002F1終値162.58円",[15,69193,45],{"id":45},[11,69195,69196,69197,69202],{},"雇用の鈍化はFedの追加利上げ根拠を弱め、日米金利差の縮小期待を通じてドル安・円高の方向性を後押しする材料です。ただし162円台から161円台への動きは1日の反応にすぎず、1986年以来約40年ぶりの歴史的円安水準（",[22,69198,69201],{"href":69199,"rel":69200},"https:\u002F\u002Fwww.tokyo-np.co.jp\u002Farticle\u002F497420",[26],"東京新聞, 2026年6月","）からの本格的な反転かどうかはまだ不明です。輸入コスト（食料・エネルギー）を通じた家計への物価高圧力が和らぐかどうかは、今後の雇用・物価指標の動向と日銀の対応次第で引き続き変動する見通しです。",[15,69204,51],{"id":51},[11,69206,28738],{},{"title":56,"searchDepth":57,"depth":57,"links":69208},[69209,69210,69211],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月米雇用統計の非農業部門雇用者数が＋5.7万人と市場予想（約11万人）の半分にとどまり、Fed利上げ期待が後退。NYダウは史上最高値の52,844ドルを更新した一方、ドル円は162円台から161円台に急落。独立記念日で米国市場は本日（米時間7\u002F3）休場。",{},"\u002Freading\u002Farticles\u002F2026-07-03-us-jobs-weak-dow-record-yen-161","2026-07-03T09:00:00+09:00",{"title":69137,"description":69212},"reading\u002Farticles\u002F2026-07-03-us-jobs-weak-dow-record-yen-161",[164,73],"AB-4MigtTlNtaEKyGxB5WHHxta-tiHu2qI41dOoN9Po",{"id":69221,"title":69222,"author":6,"body":69223,"category":62,"dataDate":6,"date":69276,"description":69277,"extension":65,"image":6,"meta":69278,"navigation":67,"path":69279,"publishedAt":69280,"seo":69281,"stem":69282,"tags":69283,"type":6,"updated":6,"__hash__":69284},"articles\u002Freading\u002Farticles\u002F2026-07-02-nikkei-close-1741-yen.md","日経平均終値1741円安——午後も売り継続、キオクシア13%安で引け",{"type":8,"value":69224,"toc":69271},[69225,69233,69235,69238,69246,69254,69262,69264,69267,69269],[11,69226,69227,69228,69232],{},"2日の東京株式市場で日経平均株価は4日ぶりに大幅反落し、終値は前日比1741円81銭安（2.47%安）の6万8733円15銭で引けました（",[22,69229,315],{"href":69230,"rel":69231},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL020NYTS6A700C2000000\u002F",[26],"）。前場終値の883円安からさらに売りが拡大し、1日の下落幅はほぼ倍の規模となりました。",[15,69234,17],{"id":17},[11,69236,69237],{},"下落の主因は、前日の米フィラデルフィア半導体株指数（SOX）の大幅下落が国内半導体・AI関連株に波及したことです。",[11,69239,69240,69241,69245],{},"なかでもキオクシアホールディングスが前日比13.47%安で大引けました（",[22,69242,315],{"href":69243,"rel":69244},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB024FR0S6A700C2000000\u002F",[26],"）。前日の米国市場でキオクシアの共同開発パートナーであるサンディスク（ウエスタンデジタル傘下）が10.62%急落したことへの連想売りが続きました。前場では一時15%超まで急落する場面もあり、午後に下げ幅を縮小して引けた形です。",[11,69247,69248,69249,69253],{},"アップルが中国製メモリー半導体の調達を検討していると伝わったことも（",[22,69250,2246],{"href":69251,"rel":69252},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-07-02\u002FTHIUGWKK3NY900",[26],"）、日本の半導体サプライチェーンへの影響を懸念した売りに拍車をかけました。イビデンなど他の半導体・AI関連銘柄にも売りが波及し、相場全体を押し下げました。",[11,69255,69256,69257,69261],{},"為替市場ではドル円が1ドル162円台半ばで引き続き推移しており（",[22,69258,861],{"href":69259,"rel":69260},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_02_usdjpy\u002F",[26],"）、輸入物価を通じた家計への物価上昇圧力が続いています。",[15,69263,45],{"id":45},[11,69265,69266],{},"前場（-883円）から終値（-1741円）へと下げ幅が拡大したことは、午後も機関投資家による断続的な売りが続いたことを示しています。今年前半に大きく上昇した半導体・AI関連銘柄の利益確定売りが、アップルの中国製調達観測という個別材料で加速した形です。ドル円162円台の円安は輸出企業の業績を下支えする一方で、食料品・エネルギーを中心とした輸入物価を高止まりさせ、家計への圧力を続けています。",[15,69268,51],{"id":51},[11,69270,1136],{},{"title":56,"searchDepth":57,"depth":57,"links":69272},[69273,69274,69275],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-02","2日の日経平均は前日比1741円81銭安の6万8733円で大引け。前場の883円安から午後も売りが続きほぼ倍の下落幅に。米SOX急落とアップルの中国製半導体調達観測が日本の半導体株に波及、ドル円162円台の円安も続く。",{},"\u002Freading\u002Farticles\u002F2026-07-02-nikkei-close-1741-yen","2026-07-02T20:00:00+09:00",{"title":69222,"description":69277},"reading\u002Farticles\u002F2026-07-02-nikkei-close-1741-yen",[164,73],"7Nju_NbbS8BHJaUFV0KBC0Ro0SRvUC015fN1avZfvhM",{"id":69286,"title":69287,"author":6,"body":69288,"category":62,"dataDate":6,"date":69276,"description":69351,"extension":65,"image":6,"meta":69352,"navigation":67,"path":69353,"publishedAt":69354,"seo":69355,"stem":69356,"tags":69357,"type":6,"updated":6,"__hash__":69358},"articles\u002Freading\u002Farticles\u002F2026-07-02-nikkei-morning-semiconductor-selloff.md","前場速報｜日経平均883円安・キオクシア急落——米半導体安とアップル中国調達観測が直撃",{"type":8,"value":69289,"toc":69346},[69290,69297,69299,69304,69310,69318,69323,69332,69334,69342,69344],[11,69291,69292,69293,69296],{},"2日午前の東京株式市場で日経平均株価は反落し、前場終値は前日比883円21銭（1.25%）安の6万9591円75銭だった（",[22,69294,315],{"href":69230,"rel":69295},[26],"）。前日の米半導体株安を受けてAI・半導体関連への売りが先行し、寄り付き直後は一時1400円を超える下落幅となった。一方、ドル円が162円台の円安水準を維持するなか、自動車株には円安恩恵を見込んだ買いが入り、下げ幅を縮小して前場を終えた。",[15,69298,17],{"id":17},[11,69300,69301],{},[33,69302,69303],{},"半導体株への3つの売り材料",[11,69305,69306,69307,42],{},"前日の米市場では、フィラデルフィア半導体株指数（SOX）が大幅に下落し、マイクロン・テクノロジーやインテルなど主要半導体銘柄が軒並み売られた。加えて「米アップルが中国製メモリー半導体の調達を検討中」と伝わったことが、日本の半導体メーカーへの連想売りに拍車をかけた（",[22,69308,2246],{"href":69251,"rel":69309},[26],[11,69311,69312,69313,69317],{},"東京市場では、キオクシアホールディングスが一時15%安まで急落し、米サンディスクの急落を受けた連想売りも重なった（",[22,69314,315],{"href":69315,"rel":69316},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL020TS0S6A700C2000000\u002F",[26],"）。イビデンも一時11%安を記録し、AI・半導体セクター全体に売りが波及した。",[11,69319,69320],{},[33,69321,69322],{},"円安162円台が輸出株を下支え",[11,69324,69325,69326,69331],{},"外国為替市場では12時57分時点でドル円が162円44銭。前日に記録した1986年（昭和61年）以来39年半ぶりの円安水準圏を維持しており（",[22,69327,69330],{"href":69328,"rel":69329},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL021O90S6A700C2000000\u002F",[26],"東証前引け 日本経済新聞","）、トヨタなど主要自動車メーカーや機械株には円安による業績押し上げ期待の買いが入り、株式市場全体の下げをある程度和らげた。",[15,69333,45],{"id":45},[11,69335,69336,69337,69341],{},"今日の前場は「半導体安・自動車高」と業種間で明暗が分かれた。AI・半導体株は今年前半の急騰の反動から利益確定売りが出やすい局面が続いており、米国でのアップル動向など個別材料にも敏感に反応している。一方で162円台の円安は輸出企業の収益を下支えする反面、輸入食料品やエネルギー価格を押し上げる家計への圧力は続く。日銀は6月の金融政策決定会合で政策金利を0.75%から1.00%へ引き上げた（",[22,69338,69340],{"href":6015,"rel":69339},[26],"第一生命経済研究所","）が、日米金利差はなお大きく、円安が急速に解消する状況にはない。今週5日（金）に米6月雇用統計（非農業部門雇用者数）の発表が予定されており、その結果次第で為替と半導体株の方向感が変わる可能性がある。",[15,69343,51],{"id":51},[11,69345,1136],{},{"title":56,"searchDepth":57,"depth":57,"links":69347},[69348,69349,69350],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2日の東京前場、日経平均は前日比883円安の6万9591円で引け。米半導体株の急落とアップルの中国製メモリー調達観測がキオクシアに連想売りを呼んだ。ドル円は162円台で高止まりし、輸出株は下支えとなる一方、家計の輸入物価圧力は続く。",{},"\u002Freading\u002Farticles\u002F2026-07-02-nikkei-morning-semiconductor-selloff","2026-07-02T13:00:00+09:00",{"title":69287,"description":69351},"reading\u002Farticles\u002F2026-07-02-nikkei-morning-semiconductor-selloff",[73,164],"71JAO77miBbBLAk63TUFE4y6fV66RE6nO1yp-NzBRWc",{"id":69360,"title":69361,"author":6,"body":69362,"category":62,"dataDate":6,"date":69276,"description":69421,"extension":65,"image":6,"meta":69422,"navigation":67,"path":69423,"publishedAt":69424,"seo":69425,"stem":69426,"tags":69427,"type":6,"updated":6,"__hash__":69428},"articles\u002Freading\u002Farticles\u002F2026-07-02-us-adp-miss-warsh-yen-162.md","米6月雇用9.8万人どまり・ウォーシュ議長「インフレ高すぎ」——円安162円台の行方",{"type":8,"value":69363,"toc":69416},[69364,69367,69369,69377,69391,69399,69406,69408,69411,69413],[11,69365,69366],{},"7月1日（現地時間）の米国市場は、第2四半期の好パフォーマンスの余韻が残る中、まちまちな動きでスタートしました。ダウ工業株30種平均は小幅高の一方、S&P500とナスダックは下落。予想を下回る雇用指標と、連邦準備制度理事会（FRB）議長の「インフレはまだ高すぎる」という発言が交錯し、ドル円は162円30銭台で推移しています。",[15,69368,17],{"id":17},[11,69370,69371,69372,42],{},"7月1日（現地時間）の主要3指数の終値は、ダウ工業株30種平均が前日比+0.37%、S&P500が−0.22%、ナスダック総合が−0.66%でした（",[22,69373,69376],{"href":69374,"rel":69375},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-july-1-2026-nasdaq-futures-slip-after-strongest-quarter-since-2020",[26],"TheStreet, July 1, 2026",[11,69378,69379,69380,69385,69386,42],{},"米6月ADP民間雇用統計では、雇用者数が+9.8万人にとどまり、市場予想（+12万人前後）を大きく下回りました（",[22,69381,69384],{"href":69382,"rel":69383},"https:\u002F\u002Fwww.cnbc.com\u002Fvideo\u002F2026\u002F07\u002F01\u002Fprivate-payrolls-rose-by-98000-in-june-less-than-expected-adp-reports.html",[26],"CNBC, July 1, 2026","）。6月ISM製造業景況指数も53.3と予想の53.9を下回り、米景気の減速感が意識されました（",[22,69387,69390],{"href":69388,"rel":69389},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260702\u002F859359.html",[26],"財経新聞, 2026年7月2日",[11,69392,69393,69394,69398],{},"これを受けて米10年債利回りは4.41%に低下。一方でウォーシュFRB議長はECBフォーラムで「インフレはまだ高すぎる」と発言し、物価安定を最優先とする姿勢を改めて示しました（",[22,69395,69384],{"href":69396,"rel":69397},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F07\u002F01\u002Fkevin-warsh-ecb-forum-live-updates.html",[26],"）。FRBは6月会合で政策金利を3.50〜3.75%に据え置いています。",[11,69400,69401,69402,69405],{},"外国為替市場では、ドル円が一時162円77銭まで上昇した後、弱い経済指標を受けて162円30銭まで押し戻されました（",[22,69403,69390],{"href":69388,"rel":69404},[26],"）。1986年以来の円安水準が続いています。",[15,69407,45],{"id":45},[11,69409,69410],{},"ADP雇用の鈍化は通常「利下げ期待→ドル安・円高」につながる材料ですが、ウォーシュ議長の発言はその方向感を打ち消す可能性があります。「景気が鈍化していてもインフレが高ければ利下げに動けない」という状況が続くと、ドル円の162円台も長期化しやすく、日本の輸入物価の高止まりを通じた家計へのインフレ圧力が長引くことになります。今週は4日の米独立記念日（米市場休場）を挟み、金曜（5日）に6月の米雇用統計（非農業部門雇用者数）が発表される予定で、その結果次第で為替と金利が大きく動く可能性があります。",[15,69412,51],{"id":51},[11,69414,69415],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や資産運用を推奨するものではなく、将来の市場動向や物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":69417},[69418,69419,69420],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月1日のNY市場はダウが小幅高も、S&P500・ナスダックが下落。米6月ADP雇用統計が予想を下回る9.8万人にとどまり、ウォーシュFRB議長が「インフレはまだ高すぎる」と発言。ドル円は162円30銭台で推移しており、日本の輸入インフレが長引く可能性に注意が必要。",{},"\u002Freading\u002Farticles\u002F2026-07-02-us-adp-miss-warsh-yen-162","2026-07-02T09:00:00+09:00",{"title":69361,"description":69421},"reading\u002Farticles\u002F2026-07-02-us-adp-miss-warsh-yen-162",[164,236],"jy1fzWy3bL0LRCQNrDfZ6QgAtM-zgh42rItuGjsnFr4",{"id":69430,"title":69431,"author":6,"body":69432,"category":62,"dataDate":6,"date":69493,"description":69494,"extension":65,"image":6,"meta":69495,"navigation":67,"path":69496,"publishedAt":69497,"seo":69498,"stem":69499,"tags":69500,"type":6,"updated":6,"__hash__":69501},"articles\u002Freading\u002Farticles\u002F2026-07-01-yen-weakest-since-1986.md","円安が40年ぶり水準——ドル円162円台と今日の日本市場まとめ",{"type":8,"value":69433,"toc":69488},[69434,69437,69439,69444,69459,69464,69473,69475,69483,69485],[11,69435,69436],{},"2026年7月1日の外国為替市場で、ドル円が1986年以来約40年ぶりの安値圏となる162円台半ばまで進みました。同じ日、日経平均株価は7万円台を維持して続伸しており、「株高・円安」が同時進行する一日となりました。",[15,69438,17],{"id":17},[11,69440,69441],{},[33,69442,69443],{},"ドル円、162円台半ばへ——40年ぶりの円安水準",[11,69445,69446,69447,69452,69453,69458],{},"OANDAの7月1日付レポートによると、ドル円はアジア時間に162円台半ばまで上昇し、",[22,69448,69451],{"href":69449,"rel":69450},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_07_01_usdjpy\u002F",[26],"1986年以来の円安水準に到達","しました。外為どっとコムの同日記事も「",[22,69454,69457],{"href":69455,"rel":69456},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F01\u002F075208",[26],"162円突破","」と報じており、2日続けての162円台推移となっています。背景には日米の金利差の継続に加え、7月に策定が予定される「骨太の方針」を巡る財政悪化への警戒感から円売りが加速したとの見方があります。",[11,69460,69461],{},[33,69462,69463],{},"日経平均は7万円台で続伸、AI・半導体が牽引",[11,69465,69466,69467,69472],{},"日本経済新聞によると、7月1日の東京市場で日経平均株価は",[22,69468,69471],{"href":69469,"rel":69470},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL010KB0R00C26A7000000\u002F",[26],"続伸し、午前終値は前日比184円高の70,246円","でした。前夜の米国ハイテク株高を引き継ぎ、AI・半導体関連株に買いが入りました。",[15,69474,45],{"id":45},[11,69476,69477,69478,69482],{},"円安が続くと、食料・エネルギー・日用品の輸入コストが上乗せされ、物価の押し上げ要因になりやすい局面です。第一生命経済研究所の試算では、",[22,69479,69481],{"href":5746,"rel":69480},[26],"2026年の物価高で4人家族の負担は約8.9万円増になる","との見通しがあり、円安が長引けばその圧力がさらに高まる可能性があります。一方、株高が続けば、NISAなどで国内外株を保有している人には資産価値が上振れる局面でもあります。",[15,69484,51],{"id":51},[11,69486,69487],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別の売買を推奨するものではなく、将来の株価・為替・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":69489},[69490,69491,69492],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-07-01","2026年7月1日、ドル円が1986年以来約40年ぶりの安値圏・162円台に到達。日経平均は7万円台を維持した一日を振り返ります。",{},"\u002Freading\u002Farticles\u002F2026-07-01-yen-weakest-since-1986","2026-07-01T20:00:00+09:00",{"title":69431,"description":69494},"reading\u002Farticles\u002F2026-07-01-yen-weakest-since-1986",[236,73],"888X29NKtUSLtWB3mYVC3YW0s1mPgyJhAPIFYpn6TSw",{"id":69503,"title":69504,"author":6,"body":69505,"category":62,"dataDate":6,"date":69493,"description":69548,"extension":65,"image":6,"meta":69549,"navigation":67,"path":69550,"publishedAt":69551,"seo":69552,"stem":69553,"tags":69554,"type":6,"updated":6,"__hash__":69555},"articles\u002Freading\u002Farticles\u002F2026-07-01-nikkei-morning-ai-surge.md","AI・半導体株主導の急騰、前場は+1,900円超も利確売りで縮小——日経平均70,246円",{"type":8,"value":69506,"toc":69543},[69507,69510,69512,69520,69533,69535,69538,69540],[11,69508,69509],{},"2026年7月1日の東京前場は、前夜の米ハイテク株高を受けてAI・半導体関連株に買いが集まり、日経平均株価は一時1,900円を超す大幅高となりました。ただ、キオクシアやフジクラなど半導体・電線株の一角で利益確定売りが出て上値が重くなり、前場引け（午前11時30分）は前日比184円高の70,246円にとどまりました。",[15,69511,17],{"id":17},[11,69513,69514,69515,69519],{},"7月1日の前場は寄り付き直後から米AIブームを追い風にした買いが先行し、日経平均は一時前日比1,900円超の上昇幅を記録しました。太陽誘電（6976）が「AI向け電子部品の需要増による業績拡大期待」で上場来高値を更新、パナソニックHDも上場来高値に並ぶなど、AI関連の電子部品・電機株が広く物色されました（",[22,69516,69518],{"href":248,"rel":69517},[26],"日本経済新聞・マーケット","）。一方でキオクシアやフジクラなど関連株の一角が高値で利確売りに押されて下落に転じ、前場を通じて「韓国KOSPIの下げ幅縮小を受けて再び買いが入る」など、国内外のAIラリーの持続力を見極める展開となりました。",[11,69521,69522,69523,69528,69529,42],{},"外国為替市場では、ドル円が7月1日の東京時間も162円台半ばで推移しています。前日6月30日に1986年以来約40年ぶりのドル高・円安水準となる162.67円を付けており、日本時間の本日は161.80〜163.40円が想定レンジとされています（",[22,69524,69527],{"href":69525,"rel":69526},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F07\u002F01\u002F084256",[26],"外為どっとコム、2026年7月1日","）。夕方に発表される米6月ADP全国雇用者数が市場予想を上回れば、一段のドル高・円安となり163円台突破も視野に入るとの見方があります（",[22,69530,69532],{"href":69449,"rel":69531},[26],"OANDAジャパン、2026年7月1日",[15,69534,45],{"id":45},[11,69536,69537],{},"前場に+1,900円超の急騰があっても利確売りで縮小したことは、足元の日本株が米テック相場に連動しやすい一方、高値水準では下ぶれリスクも意識されていることを示しています。円安の継続は輸入物価を押し上げ続けており、食料品や光熱費への波及が長引くほど家計への累積負担は膨らむ構造が続いています。",[15,69539,51],{"id":51},[11,69541,69542],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・相場・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":69544},[69545,69546,69547],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"7月1日の東京前場で日経平均は一時1,900円超の急騰を見せたが、半導体・電線株の利確売りに押されて前場引けは+184円の70,246円。ドル円は162円台半ばで推移し、夕方の米雇用指標次第では163円視野。",{},"\u002Freading\u002Farticles\u002F2026-07-01-nikkei-morning-ai-surge","2026-07-01T13:00:00+09:00",{"title":69504,"description":69548},"reading\u002Farticles\u002F2026-07-01-nikkei-morning-ai-surge",[73,236],"Om0F7D3AePmzj0Ay1t6zToNEjY8PzLy2Dn2A_CzeQVA",{"id":69557,"title":69558,"author":6,"body":69559,"category":62,"dataDate":6,"date":69493,"description":69606,"extension":65,"image":6,"meta":69607,"navigation":67,"path":69608,"publishedAt":69609,"seo":69610,"stem":69611,"tags":69612,"type":6,"updated":6,"__hash__":69613},"articles\u002Freading\u002Farticles\u002F2026-07-01-us-stocks-q2-record-yen-162.md","米国株がコロナ禍以来最良の四半期で締め、円は39年半ぶり安値——家計への二つの顔",{"type":8,"value":69560,"toc":69601},[69561,69564,69566,69580,69583,69592,69594,69597,69599],[11,69562,69563],{},"前夜（6月30日）の米国市場は、2026年第2四半期（4〜6月）の最終日を上昇で締めくくりました。S&P500とナスダック総合は2020年のコロナ禍以来最高の四半期パフォーマンスを記録した一方、外国為替市場ではドル円が一時162.67円と1986年以来約39年半ぶりのドル高・円安水準を更新。NISA積立への追い風と輸入コスト上昇という、相反する影響が同時に日本の家計を覆っています。",[15,69565,17],{"id":17},[11,69567,69568,69569,69574,69575,42],{},"6月30日（現地時間）の米株式市場では、ナスダック総合が前日比+1.52%の26,213.72、S&P500が+0.79%の7,449.36、ダウ工業株30種平均が約+136ドルの52,319.20でそれぞれ取引を終えました（",[22,69570,69573],{"href":69571,"rel":69572},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-june-30-2026",[26],"TheStreet, June 30, 2026","）。2026年Q2の上昇率はS&P500が約9.5%、ナスダックが約12.8%と、チャールズ・シュワブをはじめ各市場関係者が「パンデミック禍以来最高の四半期」と評しています（",[22,69576,69579],{"href":69577,"rel":69578},"https:\u002F\u002Fwww.schwab.com\u002Flearn\u002Fstory\u002Fstock-market-update-open",[26],"Schwab Market Update",[11,69581,69582],{},"上昇の直接の引き金の一つは、5月分の米JOLTS求人件数（雇用動態調査）が市場予想を上回ったことです。労働市場の底堅さが確認されたことで米10年債利回りが上昇し、テクノロジー株を中心に幅広い買いが入りました。",[11,69584,69585,69586,69591],{},"外国為替市場では、",[22,69587,69590],{"href":69588,"rel":69589},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371725",[26],"ドル円が一時162.67円と1986年以来約39年半ぶりのドル高・円安水準を更新","（みんかぶFX、2026年6月30日）。JOLTSの好結果を受けた米金利上昇がドル買いを加速させ、NY終値は162.55円でした。日銀が6月の政策決定会合で政策金利を0.75%から1.0%へ引き上げた後も円安基調は根強く、市場では「為替介入への警戒感が高まっている」との声も出ています。",[15,69593,45],{"id":45},[11,69595,69596],{},"NISA口座で米国株インデックスを積み立てている人にとって、Q2のドル建てリターンに円安による上乗せが加わり、円換算のパフォーマンスはさらに押し上げられた可能性があります。一方で同じ円安は輸入物価を底上げし続けており、食料品やエネルギーの家計負担という形でその裏側が現れています。円安が長引くほど、資産と生活コストの両方への影響が拡大する構図です。",[15,69598,51],{"id":51},[11,69600,69415],{},{"title":56,"searchDepth":57,"depth":57,"links":69602},[69603,69604,69605],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年Q2の米国株はS&P500・ナスダックともにコロナ禍以来最高の四半期パフォーマンスで終了。一方ドル円は1986年以来の162円台に乗せ、NISA勢への追い風と輸入コスト上昇という対照的な影響が日本家計に迫っている。",{},"\u002Freading\u002Farticles\u002F2026-07-01-us-stocks-q2-record-yen-162","2026-07-01T09:00:00+09:00",{"title":69558,"description":69606},"reading\u002Farticles\u002F2026-07-01-us-stocks-q2-record-yen-162",[164,236],"X0SnMuzFQew_QMUiyuz5V6pduP0f5H5QCqRceKrQ9xk",{"id":69615,"title":69616,"author":6,"body":69617,"category":62,"dataDate":6,"date":69658,"description":69659,"extension":65,"image":6,"meta":69660,"navigation":67,"path":69661,"publishedAt":69662,"seo":69663,"stem":69664,"tags":69665,"type":6,"updated":6,"__hash__":69666},"articles\u002Freading\u002Farticles\u002F2026-06-30-us-stocks-record-high-iran-oil.md","米株が連日最高値、原油安が追い風——日本の家計への波及は",{"type":8,"value":69618,"toc":69653},[69619,69622,69624,69633,69636,69644,69646,69649,69651],[11,69620,69621],{},"前夜の米国市場では、主要3指数がそろって上昇。ダウ工業株30種平均は3日続伸で連日最高値を更新し、ナスダック総合は7日続伸と好調が続いています。背景には原油価格の下落があり、インフレ圧力の緩和期待が株買いを後押ししました。",[15,69623,17],{"id":17},[11,69625,69626,69627,69632],{},"6月29日（現地時間）の米株式市場で、",[22,69628,69631],{"href":69629,"rel":69630},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL29CWL0Z20C26A5000000\u002F",[26],"ダウ工業株30種平均は前日比363ドル68セント高の5万1032ドル65セント","と3日続伸し連日の最高値更新。ナスダック総合も55.149ポイント高の2万6972.620と7日続伸、S&P500種も7日続伸で最高値を更新しました（いずれも速報値）。",[11,69634,69635],{},"上昇の直接の引き金は原油価格の下落です。米国とイランの協議が前進しているとの報道から、WTI原油先物（7月物）は前日の88.90ドル台から86ドル台前半に低下。エネルギーコスト上昇による景気減速懸念が後退したことで、幅広い銘柄に買いが広がりました。個別ではIBMが量子コンピューター投資計画を受けて一時13.9%上昇するなど、テクノロジー関連への物色も目立ちました。",[11,69637,69638,69639,69643],{},"一方、日銀は",[22,69640,69642],{"href":6015,"rel":69641},[26],"6月15・16日の金融政策決定会合で政策金利を0.75%から1.00%に引き上げ","ましたが、円安基調は根強く継続しています。分析機関からは「1ドル160円を超えて円安が進む可能性がある」との見方も示されており、原油安の恩恵がそのまま国内に波及するかは為替次第の面もあります。",[15,69645,45],{"id":45},[11,69647,69648],{},"原油安が続けば輸入エネルギーコストの低下を通じて、ガソリン代や電気・ガス料金に下押し圧力がかかる可能性があります。ただし円安が続く場合は円建ての輸入コストが高止まりするため、家計が恩恵を実感できるかどうかは米国とイランの交渉の行方と日銀の次の一手を合わせて見ておく必要があります。",[15,69650,51],{"id":51},[11,69652,69415],{},{"title":56,"searchDepth":57,"depth":57,"links":69654},[69655,69656,69657],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-30","米国とイランの交渉進展で原油が下落し、ダウ・S&P500が最高値を更新。エネルギーコスト低下の恩恵が日本家計に届くかどうかは、なお続く円安次第。",{},"\u002Freading\u002Farticles\u002F2026-06-30-us-stocks-record-high-iran-oil","2026-06-30T09:00:00+09:00",{"title":69616,"description":69659},"reading\u002Farticles\u002F2026-06-30-us-stocks-record-high-iran-oil",[164,236],"tLJ_HAaiXA4p0M06o68YbcUyzh8DJdoFlulBqzOdKlc",{"id":69668,"title":69669,"author":6,"body":69670,"category":62,"dataDate":6,"date":69765,"description":69766,"extension":65,"image":6,"meta":69767,"navigation":67,"path":69768,"publishedAt":69769,"seo":69770,"stem":69771,"tags":69772,"type":6,"updated":6,"__hash__":69773},"articles\u002Freading\u002Farticles\u002F2026-06-29-nikkei-june-close-boj-hike-mortgage.md","日経平均、107円高で6月を締め──変動ローン金利、10月に引き上げ見通し",{"type":8,"value":69671,"toc":69760},[69672,69685,69687,69692,69700,69705,69716,69728,69733,69746,69748,69755,69757],[11,69673,69674,69675,69678,69679,69684],{},"6月29日（月）の東京株式市場は、月末・四半期末の手じまいが交錯する中、後場終盤に韓国総合株価指数（KOSPI）の下げ渋りが波及し、短期筋の買いが優勢となった。日経平均株価は前営業日比107円23銭高の",[33,69676,69677],{},"6万9468円11銭","で月末の大引けを迎えた（",[22,69680,69683],{"href":69681,"rel":69682},"https:\u002F\u002Fs.kabutan.jp\u002Fnews\u002Fn202606290944\u002F",[26],"株探ニュース、6月29日大引け","）。先週来のAI・半導体株急落局面を経て、6月は荒れ気味の締めくくりとなった。",[15,69686,17],{"id":17},[11,69688,69689],{},[33,69690,69691],{},"きょうの東証：後場に切り返し",[11,69693,69694,69695,42],{},"朝方から前週末の米ハイテク株安を引き継いで上値が重い展開が続いたが、午後にKOSPIが下げ渋りに転じると半導体関連を中心に買い戻しが入り、日経平均も浮上した。韓国政府が本日、サムスン電子とSKハイニックスによる約1000兆ウォン（約6460億ドル）規模の半導体設備投資計画を正式発表したことが地合い改善につながったとみられる（",[22,69696,69699],{"href":69697,"rel":69698},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-06-26\u002Fsamsung-and-sk-hynix-prepare-huge-spending-increase-reports-say",[26],"Bloomberg、2026-06-26",[11,69701,69702],{},[33,69703,69704],{},"日銀、今月の会合で政策金利を1.0%に引き上げ",[11,69706,69707,69708,69710,69711,69715],{},"日本銀行は今月の金融政策決定会合で、政策金利を0.75%から",[33,69709,8694],{},"へ引き上げることを決定した（",[22,69712,315],{"href":69713,"rel":69714},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB018Q80R00C26A6000000\u002F",[26],"）。1.0%という水準は1995年以来31年ぶり。",[11,69717,69718,69719,69722,69723,69727],{},"住宅ローンの変動金利への波及は少し先になる。多くの金融機関では",[33,69720,69721],{},"2026年10月","に一斉の金利見直しが見込まれており、引き上げ幅は0.25%程度が有力とされる（",[22,69724,69726],{"href":511,"rel":69725},[26],"モゲチェック、2026-06-16","）。毎月の返済額への反映はさらに遅く、「5年ルール」が適用される既存契約では2027年1月以降となるケースが多い。",[11,69729,69730],{},[33,69731,69732],{},"日銀審議委員が本日交代──ハト派2名が就任",[11,69734,69735,69736,69739,69740,69745],{},"本日6月29日付で、任期満了の中川順子審議委員に代わり、青山学院大学教授の",[33,69737,69738],{},"佐藤綾野氏","が就任した（",[22,69741,69744],{"href":69742,"rel":69743},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB18BH80Y6A210C2000000\u002F",[26],"日本経済新聞、2026-02","）。新任の2名は「リフレ派」と位置づけられており、追加利上げには慎重な姿勢とみられている。",[15,69747,45],{"id":45},[11,69749,69750,69751,69754],{},"変動型の住宅ローンを抱える場合、",[33,69752,69753],{},"10月の金利見直し","が一つの節目になる。毎月の返済額への反映がすぐでなくても利率が積み上がっていく点は意識しておきたい。一方、本日就任した新審議委員がハト派寄りとされることから、2026年後半以降の追加利上げペースが緩やかになる可能性も出てきた。利上げの速度感が変わるかどうかは、今後の物価データと合わせて注目される。",[15,69756,51],{"id":51},[11,69758,69759],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄・金融商品の購入を推奨するものではなく、将来の金利・株価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":69761},[69762,69763,69764],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-29","6月29日(月)の東京市場は終盤に韓国株の反発につられて切り返し、107円高の6万9468円で月末・四半期末を締めくくった。今月の日銀利上げ（政策金利1%）を受け、変動型住宅ローン金利は10月に多くの金融機関で引き上げが見込まれる。",{},"\u002Freading\u002Farticles\u002F2026-06-29-nikkei-june-close-boj-hike-mortgage","2026-06-29T20:00:00+09:00",{"title":69669,"description":69766},"reading\u002Farticles\u002F2026-06-29-nikkei-june-close-boj-hike-mortgage",[73,236],"y6XsCyIR1BI4uVAaUaMIOXzIGO8_6HWQAFX10bv-bfg",{"id":69775,"title":69776,"author":6,"body":69777,"category":62,"dataDate":6,"date":69765,"description":69849,"extension":65,"image":6,"meta":69850,"navigation":67,"path":69851,"publishedAt":69852,"seo":69853,"stem":69854,"tags":69855,"type":6,"updated":6,"__hash__":69856},"articles\u002Freading\u002Farticles\u002F2026-06-29-nikkei-morning-ai-selloff-yen-161-quarter-end.md","前場の日経平均は反発スタートも失速——AI株売りと161円台の円安で迎える四半期末",{"type":8,"value":69778,"toc":69844},[69779,69782,69784,69789,69797,69802,69817,69826,69831,69834,69836,69839,69841],[11,69780,69781],{},"6月29日（月）前場の東京株式市場は、前週末の急落の反動で日経平均が反発スタートとなったが、AI・半導体関連株を中心に売りが続き、上値の重い展開となった。同時に外国為替市場ではドル円が161円台後半と39年ぶり安値圏にとどまり、輸入物価の押し上げ圧力がくすぶる状況が続いている。",[15,69783,17],{"id":17},[11,69785,69786],{},[33,69787,69788],{},"日経平均：反発スタートも上値重い",[11,69790,69791,69796],{},[22,69792,69795],{"href":69793,"rel":69794},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755916",[26],"6月29日寄り付きの日経平均は前週末比249円00銭高の6万9,609円88銭と反発して始まった","が、前週末の米国市場でAI・半導体関連株が売られた流れが引き継がれ、上昇幅は縮小する展開。前週末にAI関連の急落があった反動で短期筋の先物買いや売り方の買い戻しが入る場面もあったが、上値を積極的に買い上げる動きには乏しかった。",[11,69798,69799],{},[33,69800,69801],{},"ドル円：161円台後半、月末・四半期末の手じまいで動意薄",[11,69803,69804,69805,69810,69811,69816],{},"東京外国為替市場では午前8時30分時点でドル円が",[22,69806,69809],{"href":69807,"rel":69808},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL290670Z20C26A6000000\u002F",[26],"1ドル＝161円79〜80銭と前週末17時比で約17銭の円安・ドル高水準","で推移した。本日は月末かつ四半期末（6月末・Q2末）にあたり、",[22,69812,69815],{"href":69813,"rel":69814},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371615",[26],"「月末・四半期末で目立った値動きは見られない」と外為市場関係者が指摘する","ように、積極的な方向感は出にくい状況だ。",[11,69818,69819,69820,69825],{},"ただし現在の161円台は、",[22,69821,69824],{"href":69822,"rel":69823},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260623_2.html",[26],"1986年12月以来約39年ぶりの円安水準に迫る水準","であり、介入警戒感が根強い。片山財務相は「断固たる措置をとる」との姿勢を繰り返しており、円買い介入への警戒から162円台へ踏み込む動きも限られている。",[11,69827,69828],{},[33,69829,69830],{},"四半期末の季節要因",[11,69832,69833],{},"月末・四半期末は海外で稼いだ利益を円に戻す「レパトリ（本国還流）」が発生しやすく、円を一時的に下支えする可能性もある。ただ今年は円安が続いているため、足元では為替差益を確定しにくいという側面もある。",[15,69835,45],{"id":45},[11,69837,69838],{},"今朝の前場は「反発一巡後の様子見」という展開で、AI株に振り回された先週からの流れがそのまま持ち込まれた格好だ。ドル円が161円台を維持し続けることは、輸入食品・エネルギー価格の高止まり要因として家計には引き続き影響が大きい。四半期末で機関投資家のリバランスが一巡すれば、来週以降の相場の方向感が出やすくなる可能性がある。",[15,69840,51],{"id":51},[11,69842,69843],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":69845},[69846,69847,69848],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月29日前場、日経平均は前週末比249円高の69,609円で寄り付いたが、AI・半導体関連の売りで上値が重くなった。ドル円は161円台後半と39年ぶり安値圏が続くなか、月末・四半期末の手じまいが交錯する午前となった。",{},"\u002Freading\u002Farticles\u002F2026-06-29-nikkei-morning-ai-selloff-yen-161-quarter-end","2026-06-29T13:00:00+09:00",{"title":69776,"description":69849},"reading\u002Farticles\u002F2026-06-29-nikkei-morning-ai-selloff-yen-161-quarter-end",[73,236],"dmkT43XyP7BsrZDninXhlhPXOTfLZUmXpINCF5jeivY",{"id":69858,"title":69859,"author":6,"body":69860,"category":57326,"dataDate":6,"date":69765,"description":70000,"extension":65,"image":6,"meta":70001,"navigation":67,"path":70002,"publishedAt":6,"seo":70003,"stem":70004,"tags":70005,"type":6,"updated":6,"__hash__":70007},"articles\u002Freading\u002Farticles\u002Fwhat-is-boj-rate-hike.md","日銀の利上げとは？仕組み・理由・暮らしへの影響を初心者向けに解説",{"type":8,"value":69861,"toc":69991},[69862,69865,69869,69872,69875,69878,69881,69884,69891,69894,69897,69900,69905,69907,69933,69935,69940,69943,69948,69951,69956,69959,69961,69964,69984,69987,69989],[11,69863,69864],{},"「日銀が利上げ」というニュースをよく目にしますが、日銀とは何か、「利上げ」が具体的に何を指すのかを正確に理解している人は多くありません。結論から言えば、利上げとは日本銀行がお金の借りやすさを引き締める政策であり、住宅ローン・預金・物価・円相場など暮らしのほぼすべてに波及します。この記事では、日銀の役割と利上げの仕組みを一から整理します。",[15,69866,69868],{"id":69867},"日銀と政策金利の役割","日銀と「政策金利」の役割",[11,69870,69871],{},"日銀（日本銀行）は日本の中央銀行（ちゅうおうぎんこう）です。個人が口座を持てる一般の銀行とは異なり、「銀行の銀行」として民間の金融機関に資金を貸し出し、通貨・金融システムを安定させる役割を担っています。",[11,69873,69874],{},"日銀が直接コントロールするのが「政策金利」（せいさくきんり）です。具体的には、銀行間で翌日返済を条件に資金を貸し借りする短期市場の金利（「無担保コール翌日物金利」）の誘導目標を設定します。これがすべての貸出金利・預金金利の出発点になります。",[15,69876,69877],{"id":69877},"利上げはどうやって決まるか",[11,69879,69880],{},"年8回開催される「金融政策決定会合」で、日銀の政策委員会（9名）が多数決で政策金利の水準を決定します。会合は通常2日間行われ、終了後に公表文と総裁記者会見があります。",[11,69882,69883],{},"2026年6月16日の会合では7対1の賛成多数で政策金利を0.75%から1.0%へ引き上げることが決定されました。1995年以来、約31年ぶりの水準です。",[11,69885,69886,69887,69890],{},"（出典：第一ライフ資産運用経済研究所「政策金利1.00%への引き上げ〜2026年6月の日銀金融政策決定会合〜」 ",[22,69888,6015],{"href":6015,"rel":69889},[26]," 取得日：2026年6月29日）",[15,69892,69893],{"id":69893},"なぜ日銀は利上げをするのか",[11,69895,69896],{},"日銀の使命は「物価の安定」と「金融システムの安定」です。物価が上がり続けるインフレ局面では、金利を引き上げてお金の借りやすさを抑制し、過熱した消費・投資の需要を落ち着かせます。",[11,69898,69899],{},"賃金が上昇し、消費者が値上がりを受け入れる「賃金と物価の好循環」が定着しているかどうかが、利上げに踏み切る主な判断基準です。逆に景気が冷え込んでいるときは金利を下げ（利下げ）、借り入れを促して経済を支えます。",[11,69901,69902,69903],{},"まずは今の家計がインフレ・金利変化にどれだけ耐えられるか確かめましょう → ",[22,69904,51723],{"href":51722},[15,69906,57249],{"id":57249},[443,69908,69909,69915,69921,69927],{},[446,69910,69911,69914],{},[33,69912,69913],{},"変動金利ローンへの影響は数ヶ月後","：日銀の決定を受けて短期プライムレートが変わると、各銀行は通常4月・10月に変動金利を見直します。即日の返済額変化はありません。",[446,69916,69917,69920],{},[33,69918,69919],{},"定期預金の利息は改善しやすい","：政策金利の上昇に合わせて預金金利も引き上げられます。ただし貸出金利ほど素早く上がるとは限りません。",[446,69922,69923,69926],{},[33,69924,69925],{},"円高方向の圧力がかかる","：金利が高い通貨は需要が増えるため円が買われやすくなり、輸入品コストの低下を通じて物価上昇が和らぐ方向に働きます。",[446,69928,69929,69932],{},[33,69930,69931],{},"固定金利は先行して動く","：長期固定型ローンは国債の長期金利に連動するため、利上げ観測が高まった時点で動き始め、日銀の正式決定後に確認しても遅い場合があります。",[15,69934,57278],{"id":57277},[11,69936,69937],{},[33,69938,69939],{},"「利上げ＝景気が悪くなるサイン」と思いがち",[11,69941,69942],{},"利上げはむしろ「経済が前向きに動いているから過熱を防ぐ」局面で行われることが多いです。景気悪化の予兆ではなく、正常化のプロセスという側面があります。",[11,69944,69945],{},[33,69946,69947],{},"「預金が増えれば十分」は早合点",[11,69949,69950],{},"たとえ預金金利が0.5〜1%に上がっても、物価が2〜3%上昇している場合、実質的な購買力（買えるものの量）は目減りします。金利上昇は物価上昇への完全な解決策にはなりません。",[11,69952,69953],{},[33,69954,69955],{},"「日銀が決めればすぐ家計が変わる」は誤解",[11,69957,69958],{},"政策金利の変更から実際の住宅ローン返済・預金利息への影響には時間差があります。「今日決まった＝今月から返済額が増える」ではないことを覚えておくと、慌てずに対処できます。",[15,69960,57292],{"id":57292},[11,69962,69963],{},"日銀の役割と利上げの仕組みを理解できたら、自分の家計や資産配分への影響を具体的に試算しましょう。",[443,69965,69966,69974],{},[446,69967,69968,69971,69972],{},[33,69969,69970],{},"インフレと金利の影響を数字で確かめる"," → ",[22,69973,51723],{"href":51722},[446,69975,69976,69971,69979,51887,69981],{},[33,69977,69978],{},"長期投資・NISAで実質価値を守る方法を比べる",[22,69980,59815],{"href":59814},[22,69982,69983],{"href":56939},"NISAの始め方",[11,69985,69986],{},"金利が上がっても物価の上昇に追いつかない局面では、預金だけでなく資産の置き場所を見直すことが大切です。",[15,69988,51],{"id":51},[11,69990,59834],{},{"title":56,"searchDepth":57,"depth":57,"links":69992},[69993,69994,69995,69996,69997,69998,69999],{"id":69867,"depth":57,"text":69868},{"id":69877,"depth":57,"text":69877},{"id":69893,"depth":57,"text":69893},{"id":57249,"depth":57,"text":57249},{"id":57277,"depth":57,"text":57278},{"id":57292,"depth":57,"text":57292},{"id":51,"depth":57,"text":51},"日本銀行（日銀）が金融政策決定会合で決める「利上げ」とはどういう仕組みで、なぜ行うのか。住宅ローン・預金・物価・円相場への影響と、暮らしにどう備えるかを初心者向けに整理します。",{},"\u002Freading\u002Farticles\u002Fwhat-is-boj-rate-hike",{"title":69859,"description":70000},"reading\u002Farticles\u002Fwhat-is-boj-rate-hike",[70006,66051,236],"boj","AzCS9dPCLEzmYQ3mNgb_NCDNoHcOiiMx8BNQfP3z5Co",{"id":70009,"title":70010,"author":6,"body":70011,"category":62,"dataDate":6,"date":69765,"description":70117,"extension":65,"image":6,"meta":70118,"navigation":67,"path":70119,"publishedAt":70120,"seo":70121,"stem":70122,"tags":70123,"type":6,"updated":6,"__hash__":70124},"articles\u002Freading\u002Farticles\u002F2026-06-29-micron-q3-record-nasdaq-mixed.md","マイクロン最高益もナスダックは反落——週明け、半導体株は増産計画発表が焦点",{"type":8,"value":70012,"toc":70112},[70013,70016,70018,70023,70044,70049,70077,70085,70090,70097,70099,70107,70109],[11,70014,70015],{},"6月27日（現地時間）の米国市場は、マイクロン・テクノロジー（Micron Technology）が前日比+15.74%と急騰したにもかかわらず、ナスダック100は1.09%安と対照的な展開で週の取引を終えた。AI向けメモリ需要が「本物」であることをデータが証明した一方、半導体セクター全体では前週からの急騰後に利益確定の売りが優勢となった。",[15,70017,17],{"id":17},[11,70019,70020],{},[33,70021,70022],{},"マイクロン Q3 FY2026：売上高+346%で三部門すべてが四半期過去最高",[11,70024,70025,70026,70029,70030,70033,70034,70039,70040,70043],{},"6月25日（木）引け後に発表されたマイクロンの第3四半期（2026年3〜5月期）決算は、売上高",[33,70027,70028],{},"415億ドル","（前年同期比+346%）、調整後EPSは",[33,70031,70032],{},"25.11ドル","（アナリスト予想の20.20ドルを24%上回る）と、売上・営業利益率・EPSの3部門すべてで四半期過去最高を更新した（",[22,70035,70038],{"href":70036,"rel":70037},"https:\u002F\u002Fkabucho.com\u002Freports\u002Fmu-fq3-fy2026-earnings-report",[26],"kabucho.com、マイクロン MU FQ3 FY2026 決算速報","）。データセンター向けの売上高は1四半期で250億ドル超（年率換算1000億ドル超）に達し、AI向けHBM（高帯域幅メモリ）やDDR5の需要が急拡大していることを裏付けた。第4四半期（2026年6〜8月期）のガイダンスも売上高",[33,70041,70042],{},"500億ドル","とウォール街予想を大幅に上回る水準を示した。",[11,70045,70046],{},[33,70047,70048],{},"6月27日の米国市場終値",[443,70050,70051,70056,70061,70066,70072],{},[446,70052,70053,70055],{},[33,70054,7115],{},"：7,369.77（前日比−0.05%）",[446,70057,70058,70060],{},[33,70059,7104],{},"：51,946.90（−0.09%）",[446,70062,70063,70065],{},[33,70064,57370],{},"：−1.09%",[446,70067,70068,70071],{},[33,70069,70070],{},"米10年国債利回り","：4.37%前後",[446,70073,70074,70076],{},[33,70075,1707],{},"：161円台後半",[11,70078,70079,70080,42],{},"マイクロン株は大幅高となったが、前週の急騰後に他の半導体・AI関連株で利益確定が広がり、ナスダック100全体を押し下げた（",[22,70081,70084],{"href":70082,"rel":70083},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_26_us100\u002F",[26],"OANDA、ナスダック100振り返り 2026-06-26",[11,70086,70087],{},[33,70088,70089],{},"サムスン・SKハイニックス：本日6460億ドル規模の増産計画を正式発表へ",[11,70091,70092,70093,70096],{},"本日（6月29日）、韓国大統領主催の首脳会議でサムスン電子とSKハイニックスが合計約1000兆ウォン（約6460億ドル）規模の半導体設備投資計画を正式発表する予定だ（",[22,70094,69699],{"href":69697,"rel":70095},[26],"）。発表を前にした先週末、両社株は「供給過剰」への警戒から9%前後急落し、韓国KOSPIではサーキットブレーカーが複数回発動された。",[15,70098,45],{"id":45},[11,70100,70101,70102,42],{},"マイクロンの決算はAIメモリ需要の強さを数字で示したが、週末の市場反応は「好決算＝即上昇」とはならなかった。株価はすでに先高期待を織り込んでいたためだ。一方、サムスン・SKハイニックスの大規模な増産計画は中長期的な供給増につながりうるため、メモリ価格の動向がAI関連銘柄の評価に影響する可能性がある。NISAで国際株式インデックスを積み立てている投資家には直近の変動より本日の発表内容の方が中期的な判断材料になりそうだ。国内日経平均は本日69,000〜69,800円のもみ合いが予想されており、米国の中東情勢緩和（米イランが攻撃停止に合意、30日にバーレーンで協議予定）が下支えとなる一方、半導体株の戻り売りが上値を重くしやすい局面とみられている（",[22,70103,70106],{"href":70104,"rel":70105},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755882",[26],"株式新聞Web、2026-06-29",[15,70108,51],{"id":51},[11,70110,70111],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":70113},[70114,70115,70116],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月27日の米国市場でマイクロンが前日比+15%超の急騰も、ナスダック100は1.1%安。過去最高のQ3決算（売上高415億ドル、前年比+346%）が示すAI需要の強さと、サムスン・SKハイニックスの6460億ドル規模の大型増産計画（本日発表）が週明けの半導体株の方向を決める。",{},"\u002Freading\u002Farticles\u002F2026-06-29-micron-q3-record-nasdaq-mixed","2026-06-29T09:00:00+09:00",{"title":70010,"description":70117},"reading\u002Farticles\u002F2026-06-29-micron-q3-record-nasdaq-mixed",[164,73],"tvuI9u1pHt2pmp0VnAIDMbepnniNxeNlKznfhkpSC-Y",{"id":70126,"title":70127,"author":6,"body":70128,"category":62,"dataDate":6,"date":70216,"description":70217,"extension":65,"image":6,"meta":70218,"navigation":67,"path":70219,"publishedAt":70220,"seo":70221,"stem":70222,"tags":70223,"type":6,"updated":6,"__hash__":70224},"articles\u002Freading\u002Farticles\u002F2026-06-28-weekly-recap-nikkei-volatility.md","今週の市場をおさらい──最高値更新と歴代3位の急落が同じ週に起きた理由",{"type":8,"value":70129,"toc":70211},[70130,70133,70135,70140,70149,70156,70164,70167,70172,70183,70202,70204,70207,70209],[11,70131,70132],{},"今週（6月23〜26日）の東京株式市場では、たった4営業日のあいだに「歴代上位の急落」が2度あり、その間に最高値更新もあるという異例の乱高下が続いた。AI半導体テーマが相場を大きく揺さぶった週を、家計周りの物価・円安の数字とあわせて振り返る。",[15,70134,17],{"id":17},[11,70136,70137],{},[33,70138,70139],{},"日経平均：最高値→急落の1週間",[11,70141,70142,70143,70148],{},"6月23日（火）は前日比2565円58銭安の6万9788円38銭で大引けし、下げ幅は歴代5位に記録される急落だった（",[22,70144,70147],{"href":70145,"rel":70146},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002Fe727c2865834a20c33e0f159f2b451861485a67a",[26],"Yahoo!ニュース, 2026-06-23","）。AIインフラ投資過熱への警戒感から半導体・AI関連株に集中して売りが出た。",[11,70150,70151,70152,42],{},"翌24日（水）はさらに613円安と2日続落したが、25日（木）は一転して急騰。米マイクロン・テクノロジーが過去最高決算（純利益前年同期比15倍）を発表し、AI・半導体関連株が全面高に。日経平均は前日比3191円37銭高（4.61%）の7万2366円34銭で大引けし、直前2日間の下落幅をほぼ1日で取り戻した（",[22,70153,70155],{"href":4149,"rel":70154},[26],"Yahoo!ファイナンス, 2026-06-25",[11,70157,70158,70159,42],{},"しかし翌26日（金）は再び急落。ソフトバンクグループ（SBG）がOpenAIのIPO延期報道を材料に12.5%超下落したほか、「AI向け設備投資コストが膨らみすぎる」との懸念が再燃し、半導体関連株が軒並み大幅安となった。日経平均は前日比3005円58銭安（4.15%）の6万9360円で週の取引を終了し、下げ幅は歴代3位にあたる（",[22,70160,70163],{"href":70161,"rel":70162},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL261RUTW6A620C2000000\u002F",[26],"日本経済新聞, 2026-06-26",[11,70165,70166],{},"1週間を通じると日経平均は最高値圏から一転して元の水準に近い位置で着地した形だが、途中の振れ幅は歴史的な水準だった。",[11,70168,70169],{},[33,70170,70171],{},"家計に関わる2つの数字",[11,70173,70174,70175,70177,70178,70182],{},"同じ26日（金）に総務省が公表した東京都区部6月の消費者物価指数（生鮮食品・エネルギーを除くコアコアCPI）は前年同月比",[33,70176,7524],{},"（5月：1.6%）へ加速した（",[22,70179,70163],{"href":70180,"rel":70181},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA2567Z0V20C26A6000000\u002F",[26],"）。日銀が物価目標とする2%まで0.1%ポイントと迫っており、日用品・サービス価格の静かな値上がりが続いていることを示す。",[11,70184,70185,70186,70189,70190,70195,70196,70201],{},"ドル円は週末（6月27日）時点で",[33,70187,70188],{},"161円73銭","前後（",[22,70191,70194],{"href":70192,"rel":70193},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002Fkn_2026062702000023\u002F",[26],"OANDA Japan, 2026-06-27","）と高止まり。日銀が6月16日に政策金利を1.0%（31年ぶりの高水準）へ引き上げた（",[22,70197,70200],{"href":70198,"rel":70199},"https:\u002F\u002Fwww.jcer.or.jp\u002Fresearch-report\u002F20260616-2.html",[26],"日本経済研究センター, 2026-06-16","）後も、米国との金利差が約3.4%ポイント残るため円安基調は変わっていない。",[15,70203,45],{"id":45},[11,70205,70206],{},"今週の株価の乱高下は、AIテーマへの感応度が極めて高い相場環境を映している。AI半導体株や関連ETFに資産が集中していると、週中に含み益が大きく増減するケースもある一方、幅広く分散された積立型NISAでは振れ幅が小さかった可能性が高い。家計への直接の影響という点では、コアコアCPIが2%に迫ってきたことと円安161円台が重なり、食料品・日用品の値上がり圧力は来週以降も続きやすい局面だ。",[15,70208,51],{"id":51},[11,70210,1136],{},{"title":56,"searchDepth":57,"depth":57,"links":70212},[70213,70214,70215],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-28","6月23〜26日の日経平均は火曜に歴代5位の2565円安、木曜に3191円高（最高値圏）、金曜に歴代3位の3005円安と激しく乱高下。円安161円台・コアコアCPI1.9%など家計周りの数字とあわせて整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-28-weekly-recap-nikkei-volatility","2026-06-28T20:00:00+09:00",{"title":70127,"description":70217},"reading\u002Farticles\u002F2026-06-28-weekly-recap-nikkei-volatility",[73,236],"AYy91HaUIOG18L-_-kmEKppgi0CeIEJfP5oAubkh6fs",{"id":70226,"title":70227,"author":6,"body":70228,"category":73,"dataDate":6,"date":70216,"description":70891,"extension":65,"image":6,"meta":70892,"navigation":67,"path":70893,"publishedAt":70894,"seo":70895,"stem":70896,"tags":70897,"type":6,"updated":6,"__hash__":70898},"articles\u002Freading\u002Farticles\u002F2026-06-28-weekly-earnings.md","今週の注目決算まとめ（2026\u002F6\u002F29週）",{"type":8,"value":70229,"toc":70884},[70230,70243,70247,70249,70344,70348,70352,70354,70855,70857,70869,70871,70880,70882],[11,70231,70232,70233,57522,70236,374,70239,70242],{},"来週（2026年6月29日〜7月5日）は、",[33,70234,70235],{},"34社",[33,70237,70238],{},"6月30日（火）に13社",[33,70240,70241],{},"7月3日（金）に13社","と二つの曜日に集中しており、百貨店・アパレル・IT・ドラッグストアなど幅広いセクターが顔を揃えます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,70244,70246],{"id":70245},"今週の注目決算629週予定","今週の注目決算（6\u002F29週・予定）",[11,70248,13937],{},[13939,70250,70251],{},[2752,70252,70253,70263],{},[2755,70254,70255],{},[2758,70256,70257,70259,70261],{},[2761,70258,13949],{},[2761,70260,13952],{},[2761,70262,13955],{},[2768,70264,70265,70275,70285,70295,70305,70314,70324,70334],{},[2758,70266,70267,70270,70272],{},[2773,70268,70269],{},"しまむら（8227）",[2773,70271,13976],{},[2773,70273,70274],{},"6\u002F29(月) 15:30",[2758,70276,70277,70280,70282],{},[2773,70278,70279],{},"三陽商会（8011）",[2773,70281,13976],{},[2773,70283,70284],{},"6\u002F30(火) 11:00",[2758,70286,70287,70290,70292],{},[2773,70288,70289],{},"高島屋（8233）",[2773,70291,13976],{},[2773,70293,70294],{},"6\u002F30(火) 15:00",[2758,70296,70297,70300,70302],{},[2773,70298,70299],{},"J.フロント リテイリング（3086）",[2773,70301,13976],{},[2773,70303,70304],{},"6\u002F30(火) 15:30",[2758,70306,70307,70310,70312],{},[2773,70308,70309],{},"日本オラクル（4716）",[2773,70311,14167],{},[2773,70313,70304],{},[2758,70315,70316,70319,70321],{},[2773,70317,70318],{},"クスリのアオキホールディングス（3549）",[2773,70320,14167],{},[2773,70322,70323],{},"7\u002F2(木) 15:30",[2758,70325,70326,70329,70331],{},[2773,70327,70328],{},"アスクル（2678）",[2773,70330,14167],{},[2773,70332,70333],{},"7\u002F3(金) 15:30",[2758,70335,70336,70339,70341],{},[2773,70337,70338],{},"アークス（9948）",[2773,70340,13976],{},[2773,70342,70343],{},"7\u002F3(金) 16:00",[11,70345,70346,14034],{},[33,70347,14033],{},[15,70349,70351],{"id":70350},"発表予定の全リスト62975","発表予定の全リスト（6\u002F29〜7\u002F5）",[11,70353,14041],{},[13939,70355,70356],{},[2752,70357,70358,70372],{},[2755,70359,70360],{},[2758,70361,70362,70364,70366,70368,70370],{},[2761,70363,14052],{},[2761,70365,14055],{},[2761,70367,14058],{},[2761,70369,14061],{},[2761,70371,13952],{},[2768,70373,70374,70389,70403,70417,70432,70446,70460,70474,70488,70502,70516,70530,70544,70558,70572,70586,70600,70615,70629,70644,70658,70672,70687,70701,70715,70729,70743,70757,70771,70785,70799,70813,70827,70841],{},[2758,70375,70376,70379,70381,70384,70387],{},[2773,70377,70378],{},"6\u002F29(月)",[2773,70380,15053],{},[2773,70382,70383],{},"7447",[2773,70385,70386],{},"ナガイレーベン",[2773,70388,14110],{},[2758,70390,70391,70393,70395,70398,70401],{},[2773,70392,70378],{},[2773,70394,15053],{},[2773,70396,70397],{},"7965",[2773,70399,70400],{},"象印マホービン",[2773,70402,13965],{},[2758,70404,70405,70407,70409,70412,70415],{},[2773,70406,70378],{},[2773,70408,15053],{},[2773,70410,70411],{},"8227",[2773,70413,70414],{},"しまむら",[2773,70416,13976],{},[2758,70418,70419,70422,70424,70427,70430],{},[2773,70420,70421],{},"6\u002F30(火)",[2773,70423,17725],{},[2773,70425,70426],{},"8011",[2773,70428,70429],{},"三陽商会",[2773,70431,13976],{},[2758,70433,70434,70436,70438,70441,70444],{},[2773,70435,70421],{},[2773,70437,14729],{},[2773,70439,70440],{},"7227",[2773,70442,70443],{},"アスカ",[2773,70445,13965],{},[2758,70447,70448,70450,70452,70455,70458],{},[2773,70449,70421],{},[2773,70451,14729],{},[2773,70453,70454],{},"8233",[2773,70456,70457],{},"高島屋",[2773,70459,13976],{},[2758,70461,70462,70464,70466,70469,70472],{},[2773,70463,70421],{},[2773,70465,15053],{},[2773,70467,70468],{},"192A",[2773,70470,70471],{},"インテグループ",[2773,70473,14167],{},[2758,70475,70476,70478,70480,70483,70486],{},[2773,70477,70421],{},[2773,70479,15053],{},[2773,70481,70482],{},"2685",[2773,70484,70485],{},"アンドエスティHD",[2773,70487,13976],{},[2758,70489,70490,70492,70494,70497,70500],{},[2773,70491,70421],{},[2773,70493,15053],{},[2773,70495,70496],{},"2975",[2773,70498,70499],{},"スター・マイカ・ホールディングス",[2773,70501,13965],{},[2758,70503,70504,70506,70508,70511,70514],{},[2773,70505,70421],{},[2773,70507,15053],{},[2773,70509,70510],{},"3086",[2773,70512,70513],{},"J.フロント リテイリング",[2773,70515,13976],{},[2758,70517,70518,70520,70522,70525,70528],{},[2773,70519,70421],{},[2773,70521,15053],{},[2773,70523,70524],{},"3089",[2773,70526,70527],{},"テクノアルファ",[2773,70529,13965],{},[2758,70531,70532,70534,70536,70539,70542],{},[2773,70533,70421],{},[2773,70535,15053],{},[2773,70537,70538],{},"3607",[2773,70540,70541],{},"クラウディアホールディングス",[2773,70543,14110],{},[2758,70545,70546,70548,70550,70553,70556],{},[2773,70547,70421],{},[2773,70549,15053],{},[2773,70551,70552],{},"4716",[2773,70554,70555],{},"日本オラクル",[2773,70557,14167],{},[2758,70559,70560,70562,70564,70567,70570],{},[2773,70561,70421],{},[2773,70563,15053],{},[2773,70565,70566],{},"7870",[2773,70568,70569],{},"福島印刷",[2773,70571,14110],{},[2758,70573,70574,70576,70578,70581,70584],{},[2773,70575,70421],{},[2773,70577,37805],{},[2773,70579,70580],{},"2935",[2773,70582,70583],{},"ピックルスホールディングス",[2773,70585,13976],{},[2758,70587,70588,70590,70592,70595,70598],{},[2773,70589,70421],{},[2773,70591,17469],{},[2773,70593,70594],{},"7485",[2773,70596,70597],{},"岡谷鋼機",[2773,70599,13976],{},[2758,70601,70602,70605,70607,70610,70613],{},[2773,70603,70604],{},"7\u002F1(水)",[2773,70606,14544],{},[2773,70608,70609],{},"5942",[2773,70611,70612],{},"日本フイルコン",[2773,70614,13965],{},[2758,70616,70617,70619,70621,70624,70627],{},[2773,70618,70604],{},[2773,70620,16893],{},[2773,70622,70623],{},"3035",[2773,70625,70626],{},"ケイティケイ",[2773,70628,14110],{},[2758,70630,70631,70634,70636,70639,70642],{},[2773,70632,70633],{},"7\u002F2(木)",[2773,70635,15053],{},[2773,70637,70638],{},"2493",[2773,70640,70641],{},"イーサポートリンク",[2773,70643,13965],{},[2758,70645,70646,70648,70650,70653,70656],{},[2773,70647,70633],{},[2773,70649,15053],{},[2773,70651,70652],{},"3549",[2773,70654,70655],{},"クスリのアオキホールディングス",[2773,70657,14167],{},[2758,70659,70660,70662,70664,70667,70670],{},[2773,70661,70633],{},[2773,70663,15053],{},[2773,70665,70666],{},"9793",[2773,70668,70669],{},"ダイセキ",[2773,70671,13976],{},[2758,70673,70674,70677,70679,70682,70685],{},[2773,70675,70676],{},"7\u002F3(金)",[2773,70678,14729],{},[2773,70680,70681],{},"1997",[2773,70683,70684],{},"暁飯島工業",[2773,70686,14110],{},[2758,70688,70689,70691,70693,70696,70699],{},[2773,70690,70676],{},[2773,70692,14729],{},[2773,70694,70695],{},"3815",[2773,70697,70698],{},"メディア工房",[2773,70700,14110],{},[2758,70702,70703,70705,70707,70710,70713],{},[2773,70704,70676],{},[2773,70706,14729],{},[2773,70708,70709],{},"7611",[2773,70711,70712],{},"ハイデイ日高",[2773,70714,13976],{},[2758,70716,70717,70719,70721,70724,70727],{},[2773,70718,70676],{},[2773,70720,15053],{},[2773,70722,70723],{},"2678",[2773,70725,70726],{},"アスクル",[2773,70728,14167],{},[2758,70730,70731,70733,70735,70738,70741],{},[2773,70732,70676],{},[2773,70734,15053],{},[2773,70736,70737],{},"3377",[2773,70739,70740],{},"バイク王＆カンパニー",[2773,70742,13965],{},[2758,70744,70745,70747,70749,70752,70755],{},[2773,70746,70676],{},[2773,70748,15053],{},[2773,70750,70751],{},"3498",[2773,70753,70754],{},"霞ヶ関キャピタル",[2773,70756,14110],{},[2758,70758,70759,70761,70763,70766,70769],{},[2773,70760,70676],{},[2773,70762,15053],{},[2773,70764,70765],{},"3612",[2773,70767,70768],{},"ワールド",[2773,70770,13976],{},[2758,70772,70773,70775,70777,70780,70783],{},[2773,70774,70676],{},[2773,70776,15053],{},[2773,70778,70779],{},"4361",[2773,70781,70782],{},"川口化学工業",[2773,70784,13965],{},[2758,70786,70787,70789,70791,70794,70797],{},[2773,70788,70676],{},[2773,70790,15053],{},[2773,70792,70793],{},"4394",[2773,70795,70796],{},"エクスモーション",[2773,70798,13965],{},[2758,70800,70801,70803,70805,70808,70811],{},[2773,70802,70676],{},[2773,70804,15053],{},[2773,70806,70807],{},"6264",[2773,70809,70810],{},"マルマエ",[2773,70812,14110],{},[2758,70814,70815,70817,70819,70822,70825],{},[2773,70816,70676],{},[2773,70818,15053],{},[2773,70820,70821],{},"9369",[2773,70823,70824],{},"キューソー流通システム",[2773,70826,13965],{},[2758,70828,70829,70831,70833,70836,70839],{},[2773,70830,70676],{},[2773,70832,16922],{},[2773,70834,70835],{},"9872",[2773,70837,70838],{},"北恵",[2773,70840,13965],{},[2758,70842,70843,70845,70847,70850,70853],{},[2773,70844,70676],{},[2773,70846,16922],{},[2773,70848,70849],{},"9948",[2773,70851,70852],{},"アークス",[2773,70854,13976],{},[15,70856,28547],{"id":28547},[443,70858,70859,70863],{},[446,70860,68460,70861,68464],{},[33,70862,68463],{},[446,70864,28555,70865,28560,70867,28564],{},[22,70866,28559],{"href":28558},[33,70868,28563],{},[15,70870,28567],{"id":28567},[443,70872,70873,70876],{},[446,70874,70875],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年6月28日時点）。",[446,70877,28575,70878,28579],{},[33,70879,28578],{},[15,70881,51],{"id":51},[11,70883,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":70885},[70886,70887,70888,70889,70890],{"id":70245,"depth":57,"text":70246},{"id":70350,"depth":57,"text":70351},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年6月29日〜7月5日に決算発表を予定する34社を、発表日・時刻・会計期つきで一覧化します。火曜30日と金曜3日に集中し、百貨店・IT・ドラッグストアの大手企業も含まれます。",{},"\u002Freading\u002Farticles\u002F2026-06-28-weekly-earnings","2026-06-28T19:00:00+09:00",{"title":70227,"description":70891},"reading\u002Farticles\u002F2026-06-28-weekly-earnings",[28599,28600],"jiNI25kaoiVzmaR_F1bqbs2lbO3RPamwl4MZfG0nzZk",{"id":70900,"title":70901,"author":6,"body":70902,"category":62,"dataDate":6,"date":70216,"description":71001,"extension":65,"image":6,"meta":71002,"navigation":67,"path":71003,"publishedAt":71004,"seo":71005,"stem":71006,"tags":71007,"type":6,"updated":6,"__hash__":71008},"articles\u002Freading\u002Farticles\u002F2026-06-28-us-pce-may-fed-yen-weak.md","米5月PCEが前年比4.1%で高止まり──FRB利下げ遠のき、円安161円台が続く理由",{"type":8,"value":70903,"toc":70996},[70904,70921,70923,70928,70946,70949,70954,70971,70976,70987,70989,70992,70994],[11,70905,70906,70907,70910,70911,70916,70917,70920],{},"6月25日（木）に米商務省経済分析局（BEA）が発表した5月のPCEデフレーター（個人消費支出物価指数）は、前年同月比",[33,70908,70909],{},"＋4.1%","と高止まりが続いた（",[22,70912,70915],{"href":70913,"rel":70914},"https:\u002F\u002Fwww.bea.gov\u002Fdata\u002Fpersonal-consumption-expenditures-price-index",[26],"BEA, 2026-06-25","）。FRBが物価目標として重視する指標が目標値（2%）の2倍超を維持したことで、市場では当面の利下げ観測がさらに後退。この影響もあり、ドル円は6月28日朝時点で",[33,70918,70919],{},"161円76銭","前後と高止まりが続いている。日銀が6月16日に政策金利を1.00%へ引き上げた後も円安基調が変わらない背景には、この日米の物価・金利環境の差がある。",[15,70922,17],{"id":17},[11,70924,70925],{},[33,70926,70927],{},"米5月PCE：目標2%の倍超",[11,70929,70930,70931,4697,70933,70936,70937,70940,70941,70945],{},"米商務省が6月25日に公表した個人消費支出（PCE）デフレーターは、5月の前年同月比が",[33,70932,70909],{},[22,70934,70915],{"href":70913,"rel":70935},[26],"）。食料・エネルギーを除くコアPCEは前年比",[33,70938,70939],{},"＋3.4%","で、4月（＋3.3%）からわずかに加速した（",[22,70942,41],{"href":70943,"rel":70944},"https:\u002F\u002Ftradingeconomics.com\u002Funited-states\u002Fcore-pce-price-index",[26],"）。コアPCEの上昇は中東情勢を背景としたエネルギー関連コストの波及が続いていることを示している。",[11,70947,70948],{},"FRBの長期インフレ目標は2%であり、コアPCEが3%超で推移する間は利下げへの転換は難しい。6月のFOMCでは政策金利を現行水準で据え置いており、市場が期待していた9月利下げシナリオも後退している。",[11,70950,70951],{},[33,70952,70953],{},"米10年債利回りは4.38%前後を維持",[11,70955,70956,70957,70960,70961,70966,70967,70970],{},"同時期、米10年国債利回りは",[33,70958,70959],{},"4.38%前後","で推移している（",[22,70962,70965],{"href":70963,"rel":70964},"https:\u002F\u002Fwww.etftrends.com\u002Ffixed-income-content-hub\u002Ftreasury-yields-snapshot-june-26-2026\u002F",[26],"ETF Trends, 2026-06-26","）。日本の政策金利（1.00%）との差は",[33,70968,70969],{},"約3.4%ポイント","と依然大きく、ドルを保有する方が円より有利な運用環境が続いている。これがドル買い・円売り圧力の構造的な背景となっている。",[11,70972,70973],{},[33,70974,70975],{},"ドル円：161円台後半で週明けを迎える",[11,70977,70978,70979,70189,70981,70986],{},"6月26日（金）の東京・ニューヨーク市場を経て、週末のドル円は",[33,70980,70919],{},[22,70982,70985],{"href":70983,"rel":70984},"https:\u002F\u002Fwww.boj.or.jp\u002Fen\u002Fstatistics\u002Fmarket\u002Fforex\u002Ffxdaily\u002Ffxlist\u002Findex.htm",[26],"BOJ FX統計","）。4月末〜5月に財務省が約11.7兆円規模の円買い介入を実施した水準を再び試しており、6月下旬以降も円安の戻りが続いている局面だ。",[15,70988,45],{"id":45},[11,70990,70991],{},"PCEが高止まりしFRBの利下げが遅れるほど、日米の金利差は縮まらない。金利差が大きいままである間は構造的な円安圧力が残り、輸入食品・エネルギー・日用品のコストが家計を圧迫しやすい。今週（6月29日〜）は東京都区部6月CPIの全国への波及を見極める局面となるほか、週明けの韓国半導体メーカーの大型投資発表（サムスン・SKハイニックス）がAI関連銘柄に影響する可能性もある。7月末に次回のBEA発表（6月PCE）が予定されており、そこで数字がさらに上振れるかどうかが次の円相場の焦点になりそうだ。",[15,70993,51],{"id":51},[11,70995,29584],{},{"title":56,"searchDepth":57,"depth":57,"links":70997},[70998,70999,71000],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月25日発表の米5月PCEデフレーター（前年比＋4.1%）がFRB目標の2倍超を記録。コアPCEも＋3.4%と高止まりし、利下げ観測が後退。ドル円は161円台後半に高止まりしており、輸入物価を通じた家計への圧力が続きやすい局面だ。",{},"\u002Freading\u002Farticles\u002F2026-06-28-us-pce-may-fed-yen-weak","2026-06-28T13:00:00+09:00",{"title":70901,"description":71001},"reading\u002Farticles\u002F2026-06-28-us-pce-may-fed-yen-weak",[236,73],"RKoH-A-MrYFTdOpNM4GK6clkGpdvczziJqR2dtkdqio",{"id":71010,"title":71011,"author":6,"body":71012,"category":62,"dataDate":6,"date":70216,"description":71095,"extension":65,"image":6,"meta":71096,"navigation":67,"path":71097,"publishedAt":71098,"seo":71099,"stem":71100,"tags":71101,"type":6,"updated":6,"__hash__":71102},"articles\u002Freading\u002Farticles\u002F2026-06-28-samsung-skhynix-semiconductor-investment.md","サムスン・SKハイニックスが週明けに巨額半導体投資計画を発表へ──AI需要と供給増懸念の読み方",{"type":8,"value":71013,"toc":71090},[71014,71022,71024,71029,71043,71048,71061,71066,71080,71082,71085,71087],[11,71015,71016,71017,71021],{},"サムスン電子とSKハイニックスのトップが、週明け6月29日（月曜日）に韓国政府主催の首脳会議に出席し、大型の半導体設備投資計画を公表する見通しだ（",[22,71018,71020],{"href":69697,"rel":71019},[26],"Bloomberg, 2026-06-26","）。この発表を前に、先週は両社の株価が9%前後急落し、韓国の株価指数（KOSPI）では複数回サーキットブレーカーが発動された。米国株も直近5営業日でナスダックが連続下落しており、週明けの東京市場に影響が波及するかが注目される。",[15,71023,17],{"id":17},[11,71025,71026],{},[33,71027,71028],{},"1000兆ウォン規模の投資計画が29日に発表予定",[11,71030,71031,71032,71037,71038,42],{},"サムスン・グループは今後10年で1000兆ウォン（約6460億ドル規模）を半導体などに投じる計画を発表する予定で、韓国の民間企業としては過去最大規模となる見込みだ（",[22,71033,71036],{"href":71034,"rel":71035},"https:\u002F\u002Fcryptobriefing.com\u002Fsamsung-sk-hynix-646b-semiconductor-investment\u002F",[26],"CryptoBriefing, 2026-06-26","）。投資の柱はAI向けHBM（高帯域幅メモリ）・次世代DRAM・韓国国内の第2半導体クラスター拡張。サムスンとSKハイニックスを合わせると、HBMの世界シェアの大半を占める（",[22,71039,71042],{"href":71040,"rel":71041},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-06-26\u002FTH7WMAKJH6V400",[26],"Bloomberg Japan, 2026-06-26",[11,71044,71045],{},[33,71046,71047],{},"「供給過剰」懸念で株価は先行して急落",[11,71049,71050,71051,71056,71057,42],{},"大規模な生産能力の拡張がメモリ価格を押し下げるとの警戒感から、発表前に両社株が9%前後急落した（",[22,71052,71055],{"href":71053,"rel":71054},"https:\u002F\u002Fuk.finance.yahoo.com\u002Fnews\u002Fsamsung-sk-hynix-slide-9-124450516.html",[26],"Yahoo Finance UK, 2026-06-26","）。KOSPIは6月中に8〜10%超の急落を繰り返しており、複数回にわたりサーキットブレーカーが発動されて取引が一時停止した（",[22,71058,70163],{"href":71059,"rel":71060},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL263I0TW6A620C2000000\u002F",[26],[11,71062,71063],{},[33,71064,71065],{},"SKハイニックスが25年ぶりに時価総額首位、Nasdaq ADR上場も迫る",[11,71067,71068,71069,71074,71075,42],{},"6月22日、AI向けHBMでシェア約58%を持つSKハイニックスが時価総額でサムスン電子を約25年半ぶりに逆転し、韓国市場首位となった（",[22,71070,71073],{"href":71071,"rel":71072},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2232PTS6A620C2000000\u002F",[26],"日本経済新聞, 2026-06-22","）。さらに7月10日にはナスダックでのADR（米国預託証券）上場も予定しており、日本を含む海外投資家からの注目が高まっている（",[22,71076,71079],{"href":71077,"rel":71078},"https:\u002F\u002Fwww.tradingkey.com\u002Fanalysis\u002Fstocks\u002Fmore\u002F261995477-samsung-skhynix-adr-sndk-koixia-dram-mu-hbm-tradingkey",[26],"TradingKey, 2026-06-26",[15,71081,45],{"id":45},[11,71083,71084],{},"29日の発表内容次第では、週明けの東京市場でも半導体・AI関連銘柄が動く可能性がある。「大規模投資＝供給過剰→価格下落」と株価を売る動きと、「AI需要が旺盛で大量投資でも需給は崩れない」という見方が拮抗している局面だ。マイクロンなど競合の米国半導体株も同様の需給観測の影響を受けやすい。NISAで半導体ETFや関連銘柄を保有している場合は、29日の発表内容とその後の市場反応を確認しておくと判断材料になりそうだ。",[15,71086,51],{"id":51},[11,71088,71089],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の投資行動を推奨するものではなく、将来の株価・市場動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":71091},[71092,71093,71094],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月29日（月）にサムスンとSKハイニックスが韓国政府会合で大型半導体投資計画を発表予定。発表前に両社株は9%前後急落し、韓国市場では6月中に複数回サーキットブレーカーが発動。AI需要と供給増加の両面から注目点を整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-28-samsung-skhynix-semiconductor-investment","2026-06-28T09:00:00+09:00",{"title":71011,"description":71095},"reading\u002Farticles\u002F2026-06-28-samsung-skhynix-semiconductor-investment",[164,73],"RXICgUueoz2mtkDdXGTbYRRC4qWA1IDF0r7jN1UXDhY",{"id":71104,"title":71105,"author":6,"body":71106,"category":62,"dataDate":6,"date":71143,"description":71144,"extension":65,"image":6,"meta":71145,"navigation":67,"path":71146,"publishedAt":71147,"seo":71148,"stem":71149,"tags":71150,"type":6,"updated":6,"__hash__":71151},"articles\u002Freading\u002Farticles\u002F2026-06-27-tokyo-cpi-june-acceleration.md","6月東京CPI、8か月ぶりに加速──円安続くなか家計物価に再び上昇圧力",{"type":8,"value":71107,"toc":71138},[71108,71111,71113,71122,71129,71131,71134,71136],[11,71109,71110],{},"6月26日（金）に発表された東京都区部の消費者物価指数（CPI）速報は、生鮮食品を除くコア指数が前年同月比＋1.6%。5月（＋1.5%）から0.1ポイント拡大し、8か月ぶりに加速した。全国CPI（翌月末発表）の先行指標として注目される東京CPIが再び上振れたことで、家計への物価圧力が継続していることが確認されている。",[15,71112,17],{"id":17},[11,71114,71115,71116,71121],{},"6月の東京CPI（生鮮食品除くコア）は前年比＋1.6%と、8か月ぶりに伸びが拡大した（",[22,71117,71120],{"href":71118,"rel":71119},"https:\u002F\u002Fwww.japantimes.co.jp\u002Fbusiness\u002F2026\u002F06\u002F26\u002Feconomy\u002Ftokyo-inflation-picks-up-june\u002F",[26],"The Japan Times, 2026-06-26","）。押し上げ要因はエネルギー価格の上昇と、中東情勢の不透明感に伴うサプライチェーンの混乱とされる。",[11,71123,71124,71125,71128],{},"為替面では、ドル円が161円台後半で推移し、1986年以来の円安水準が輸入コストに上乗せされている（",[22,71126,41],{"href":1940,"rel":71127},[26],"）。日銀は6月16日の金融政策決定会合で政策金利を1.0%（1995年以来の高水準）へ引き上げたが、依然として米国との金利差は大きく、円安圧力の抑制には至っていない。",[15,71130,45],{"id":45},[11,71132,71133],{},"東京CPI速報は、7月末に発表される全国CPI（総務省）を先読みする指標として機能する。今回の加速が全国値にも波及すれば、日銀が次の追加利上げ時期を検討する材料の一つになりうる。食費・光熱費の価格動向を継続的に確認しておくと、家計の防衛策を見直すうえで参考になるだろう。",[15,71135,51],{"id":51},[11,71137,818],{},{"title":56,"searchDepth":57,"depth":57,"links":71139},[71140,71141,71142],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-27","6月26日発表の東京都区部CPI速報（生鮮食品除くコア）は前年比＋1.6%と5月の＋1.5%から8か月ぶりに加速。円安161円台が続くなかエネルギー・食品コストが家計を圧迫している。",{},"\u002Freading\u002Farticles\u002F2026-06-27-tokyo-cpi-june-acceleration","2026-06-27T20:00:00+09:00",{"title":71105,"description":71144},"reading\u002Farticles\u002F2026-06-27-tokyo-cpi-june-acceleration",[236,73],"ljOoPtlTKG6qwhiByVehNi_UZrS1WO8eHc0anVZhLF4",{"id":71153,"title":71154,"author":6,"body":71155,"category":62,"dataDate":6,"date":71143,"description":71240,"extension":65,"image":6,"meta":71241,"navigation":67,"path":71242,"publishedAt":71243,"seo":71244,"stem":71245,"tags":71246,"type":6,"updated":6,"__hash__":71247},"articles\u002Freading\u002Farticles\u002F2026-06-27-boj-rate-hike-yen-still-weak.md","利上げ後も円安が続く理由──日米金利差と家計物価の現状",{"type":8,"value":71156,"toc":71235},[71157,71166,71168,71173,71192,71200,71205,71217,71219,71230,71232],[11,71158,71159,71160,70189,71162,71165],{},"日本銀行が6月16日に政策金利を1.00%へ引き上げ、1995年以来31年ぶりの高水準となりました。しかし、ドル円は6月27日朝時点で",[33,71161,70188],{},[22,71163,70194],{"href":70192,"rel":71164},[26],"）と円安基調のまま。「利上げしたのになぜ円安が続くのか」という疑問と、家計への影響を整理します。",[15,71167,17],{"id":17},[11,71169,71170],{},[33,71171,71172],{},"日銀は利上げしたが、米金利との差は縮まっていない",[11,71174,71175,71176,29798,71185,71188,71189,71191],{},"日銀は6月15〜16日の金融政策決定会合で政策金利を0.75%→",[33,71177,5948,71178,70959],{},[33,71179,71180,71181,71184],{},"に引き上げた（賛成7・反対1）（",[22,71182,70200],{"href":70198,"rel":71183},[26],"）。一方、米国の10年債利回りは同時期に",[22,71186,70965],{"href":70963,"rel":71187},[26],"）。日米の金利差は",[33,71190,70969],{},"と依然として大きく、ドルを保有して運用する方が円よりも有利な環境が変わっていない。",[11,71193,71194,71195,71199],{},"このため円を売ってドルを買う需要（円キャリー取引の解消遅れ・ドル需要）は衰えず、円安基調が続いています。4月末〜5月には財務省が過去最大規模に近い円買い介入（約11兆7,300億円）を実施しましたが（",[22,71196,71198],{"href":69822,"rel":71197},[26],"野村総合研究所, 2026-06-23","）、その効果も持続せずに161円台まで戻っています。",[11,71201,71202],{},[33,71203,71204],{},"次の利上げはいつか",[11,71206,71207,71208,71211,71212,71216],{},"野村証券のストラテジストは、次の日銀利上げのメインシナリオを",[33,71209,71210],{},"2026年12月","としつつ、10月をリスクシナリオとして挙げています（",[22,71213,71215],{"href":926,"rel":71214},[26],"NOMURA ウェルスタイル, 2026-06-","）。米国側でのドル安（利下げ）が早まるか、日銀が想定より速いペースで追加利上げに踏み切るかが、円安が反転する条件となります。",[15,71218,45],{"id":45},[11,71220,71221,71222,71224,71225,71229],{},"円安が続く間は、輸入食品・エネルギー・日用品のコスト押し上げ圧力が家計に残ります。6月26日に発表された東京都区部CPI（生鮮・エネルギー除くコアコア）は前年比",[33,71223,7524],{},"と加速しており（",[22,71226,315],{"href":71227,"rel":71228},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL053SNTV00C26A6000000\u002F",[26],"）、日銀目標の2%に着実に近づいています。円安そのものがコアコアCPIを直接押し上げる経路は小さいものの、食料品や光熱費を通じた家計の体感物価は引き続き高止まりしやすい局面です。なお、変動型住宅ローンの金利は多くの銀行で2026年10月から0.25%程度引き上げられる見通しです。",[15,71231,51],{"id":51},[11,71233,71234],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・金利の予測や特定の行動を推奨するものではなく、将来の相場水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":71236},[71237,71238,71239],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が6月16日に政策金利を1%へ引き上げたにもかかわらず、ドル円は161円台で高止まりしています。日米の金利差が依然3%超あることが主因で、輸入物価を通じた家計への圧力は続きやすい状況です。",{},"\u002Freading\u002Farticles\u002F2026-06-27-boj-rate-hike-yen-still-weak","2026-06-27T13:00:00+09:00",{"title":71154,"description":71240},"reading\u002Farticles\u002F2026-06-27-boj-rate-hike-yen-still-weak",[236,73],"PjWDbZxtQqM4Tx8NMbZJBWyrl1nvR8vPyFwJYz_iEoE",{"id":71249,"title":71250,"author":6,"body":71251,"category":66042,"dataDate":71796,"date":71143,"description":71797,"extension":65,"image":6,"meta":71798,"navigation":67,"path":71799,"publishedAt":71800,"seo":71801,"stem":71802,"tags":71803,"type":52077,"updated":6,"__hash__":71806},"articles\u002Freading\u002Farticles\u002Ftakaichi-consumption-tax-zero-review.md","【検証】TBS「高市総理の\"消費税 実質ゼロ%\"は実現するのか」は本当か──5兆円の財源と小渕優子氏の税調辞任をデータで確かめる",{"type":8,"value":71252,"toc":71783},[71253,71267,71282,71284,71295,71299,71305,71352,71356,71359,71462,71472,71476,71504,71509,71513,71559,71564,71566,71573,71575,71605,71624,71646,71648,71674,71676,71749,71754,71756,71778],[11,71254,71255,71256,71259,71260,65400,71263,71266],{},"TBS NEWS DIG（JNN）の報道番組「edge23」が、高市総理の肝入り政策である",[33,71257,71258],{},"食料品の“消費税 実質ゼロ%”という看板政策","をめぐる迷走を取り上げました。動画のメッセージは大きく2つ。ひとつは「公約に掲げた\"2年間ゼロ\"が、超党派の社会保障国民会議で『1%への減税＋現金給付』という\"苦肉の策\"に後退し、議論が紛糾している」。もうひとつは「財政再建派の小渕優子氏が自民党税調の非公式幹部会合（インナー）を辞任する意向を示し、与党内に混乱が広がるおそれがある」。本記事では、ニュースで語られた事実関係を、",[33,71261,71262],{},"報道・政府資料・税収試算といった一次情報と突き合わせて検証",[33,71264,71265],{},"引用された事実関係は概ね正確","でした。焦点は、「公約のゼロ」と「現実の1%＋給付」の差、そしてその財源が家計の実質価値に跳ね返る経路にあります。",[50961,71268,71269,71274],{},[11,71270,71271,71273],{},[33,71272,50967],{}," 「実質ゼロ＝1%減税＋現金給付」「食料品ゼロなら税収は年約5兆円減る」「財政悪化懸念で長期金利が上昇」「小渕優子氏が税調インナー辞任の意向」という事実関係は、報道・政府の試算・市場データと整合しており、政策の\"網渡り\"を冷静に整理した良質なニュース。一方で「いつ・どの形で実現するか」は依然として流動的で、番組も断定はしていない。視聴者が持ち帰るべきは結論ではなく「公約と現実の差」を追う視点。",[11,71275,71276,71278,71279,71281],{},[33,71277,50977],{}," 消費税減税の議論の現在地と、財源・党内政局のからみを短時間で把握したい人。 ",[33,71280,50981],{}," 「結局いつ・いくら下がるのか」という確定的な答えだけを求める人（まだ誰にも分からない）。",[15,71283,50998],{"id":50998},[51000,71285,71292],{"cast":71286,"date":71287,"theme":71288,"thumb":71289,"title":71290,"url":71291},"TBS NEWS DIG Powered by JNN（報道番組 edge23）","2026年6月（小渕優子氏の税調インナー辞任意向が伝わった週）","高市総理の消費税“実質ゼロ%”公約／社会保障国民会議の紛糾／財源と長期金利／自民党内の反発と政局","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FYFcqhfDwG-4\u002Fhqdefault.jpg","「消費税 減税に暗雲」高市総理の肝入り“消費税 実質ゼロ%”は実現するのか？国民会議紛糾で直面する“2つの網渡り”とは　小渕優子氏インナー辞任意向で自民党内に混乱広がるおそれも【edge23】","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=YFcqhfDwG-4",[11,71293,71294],{},"高市政権の看板政策である食料品の\"消費税 実質ゼロ%\"が、財源・党内・野党という複数の制約の前で揺れている現状を整理したニュース解説。\"2つの網渡り\"という見出しで、政策実現の難しさを描きます。",[15,71296,71298],{"id":71297},"動画の要旨テーマ別","動画の要旨（テーマ別）",[11,71300,71301,71302],{},"短いニュース解説を、論点ごとに整理します。",[51023,71303,71304],{},"※この動画には概要欄の公式チャプターがないため、タイムスタンプではなくテーマ単位で要約しています。発言の引用・要約は字幕（文字起こし）に基づきます。",[443,71306,71307,71317,71331,71337,71347],{},[446,71308,71309,71312,71313,71316],{},[33,71310,71311],{},"公約と現実の差","：高市総理が衆院選で掲げたのは「食料品の消費税を2年間ゼロ」。しかし超党派の社会保障国民会議の議論では、税率を",[33,71314,71315],{},"1%に下げたうえで現金給付を組み合わせ\"実質ゼロ\"にする","という\"苦肉の策\"が軸となり、公約そのままの「ゼロ」からは後退している。",[446,71318,71319,71322,71323,71326,71327,71330],{},[33,71320,71321],{},"2つの網渡り","：①",[33,71324,71325],{},"財源","（食料品ゼロなら年約5兆円の税収減。長期金利が上昇するなか財政悪化への警戒）と、②",[33,71328,71329],{},"政局","（与党内の反対と野党の協力取り付けを同時に満たす必要）という、相反する制約のあいだを渡る難しさ。",[446,71332,71333,71336],{},[33,71334,71335],{},"国民会議の紛糾","：会議は「1%＋給付」案に野党が猛反発し大荒れ。そもそも国会の外に\"国民会議\"という場を設けたこと自体に、「決定責任の分散ではないか」という批判がある。",[446,71338,71339,71342,71343,71346],{},[33,71340,71341],{},"党内政局（小渕氏辞意）","：財政再建派として知られる小渕優子・元経産相が、消費減税の議論への反発から",[33,71344,71345],{},"自民党税調のインナー（非公式幹部会合）を辞任する意向","。看板政策の足元で党内に亀裂が走り、混乱が広がるおそれ。",[446,71348,71349,71351],{},[33,71350,13473],{},"：実施は2026年度内、難しければ関連法案を秋の臨時国会で通したうえで2027年4月から、という段取りが語られるが、時期も中身もなお不確定。",[15,71353,71355],{"id":71354},"独自検証動画の内容は本当かデータと突き合わせた","【独自検証】動画の内容は本当か？データと突き合わせた",[11,71357,71358],{},"ニュースで語られた主要な事実関係を、報道・政府資料・試算で検証しました。",[13939,71360,71361],{},[2752,71362,71363,71374],{},[2755,71364,71365],{},[2758,71366,71367,71370,71372],{},[2761,71368,71369],{},"動画の内容",[2761,71371,51111],{},[2761,71373,51114],{},[2768,71375,71376,71388,71400,71412,71424,71436,71449],{},[2758,71377,71378,71381,71384],{},[2773,71379,71380],{},"高市総理の公約は「食料品の消費税2年間ゼロ」",[2773,71382,71383],{},"衆院選の政権公約で「食料品の消費税2年間ゼロ」を掲げ、本人は「肝いり（個人的な悲願）」と発言。整合。",[2773,71385,71386],{},[51128,71387,51131],{"type":51130},[2758,71389,71390,71393,71396],{},[2773,71391,71392],{},"\"実質ゼロ\"の中身は「1%への減税＋現金給付」",[2773,71394,71395],{},"社会保障国民会議では、税率1%への引き下げと現金給付を組み合わせ\"実質ゼロ\"とする案が軸として報じられている（TBS報道）。整合。",[2773,71397,71398],{},[51128,71399,51131],{"type":51130},[2758,71401,71402,71405,71408],{},[2773,71403,71404],{},"食料品の消費税をゼロにすると税収は年約5兆円減る",[2773,71406,71407],{},"食料品ゼロで税収減は年約5兆円との試算が複数機関から示されている（時事・三井住友DS・第一生命）。整合。",[2773,71409,71410],{},[51128,71411,51131],{"type":51130},[2758,71413,71414,71417,71420],{},[2773,71415,71416],{},"財政悪化懸念で長期金利が上昇している",[2773,71418,71419],{},"長期金利は2025年末の約2.06%から2026年1月に約2.38%へ上昇し、財政悪化への市場の警戒が一因と指摘されている（三井住友DS）。方向感は整合。",[2773,71421,71422],{},[51128,71423,51160],{"type":51130},[2758,71425,71426,71429,71432],{},[2773,71427,71428],{},"小渕優子氏が党税調インナーを辞任する意向",[2773,71430,71431],{},"2026年6月25日、小渕優子・元経産相が消費減税の議論への反発から税調インナー辞任の意向を小野寺税調会長に伝えたと報道（日経・時事・テレ東）。整合。",[2773,71433,71434],{},[51128,71435,51131],{"type":51130},[2758,71437,71438,71441,71444],{},[2773,71439,71440],{},"国民会議で夏前に中間まとめを目指す",[2773,71442,71443],{},"高市総理は「夏前の中間まとめ」を掲げるが、edge23の関連報道では実施が「来年以降にずれ込む可能性」も。スケジュールは流動的。",[2773,71445,71446],{},[51128,71447,71448],{"type":51232},"△ 観測・流動的",[2758,71450,71451,71454,71457],{},[2773,71452,71453],{},"公約どおり「2年間ゼロ」がそのまま実現する",[2773,71455,71456],{},"議論の軸は「1%＋給付」へ後退し、時期・中身とも未確定。実現の形は不透明。",[2773,71458,71459],{},[51128,71460,71461],{"type":51232},"△ 不透明",[11,71463,51452,71464,71466,71467,71469,71470,52775],{},[51128,71465,51455],{"type":51130}," 報道・データと整合 ／ ",[51128,71468,51459],{"type":51232}," 観測・流動的・不確定 ／ ",[51128,71471,51463],{"type":51338},[15,71473,71475],{"id":71474},"数字で見る消費税-実質ゼロ","数字で見る\"消費税 実質ゼロ%\"",[51470,71477,71478,71485,71491,71497],{},[51473,71479,71482],{"unit":71480,"value":71481},"兆円","約5",[11,71483,71484],{},"食料品の消費税をゼロにした場合の年間の税収減（複数機関の試算）",[51473,71486,71488],{"unit":51482,"value":71487},"1",[11,71489,71490],{},"国民会議で軸となる減税後の税率。現金給付と合わせ\"実質ゼロ\"に",[51473,71492,71494],{"unit":51482,"value":71493},"+0.22",[11,71495,71496],{},"「2年間ゼロ」の実質GDP押し上げ効果の試算（野村総研）。「割に合わない」との指摘も",[51473,71498,71501],{"unit":71499,"value":71500},"割","約9",[11,71502,71503],{},"食料品の消費税ゼロに「否定的」とした専門家の割合（日本経済研究センター調査）",[11,71505,71506],{},[51023,71507,71508],{},"※税収減・GDP効果・世論調査の数値はいずれも各機関の試算・調査に基づくもので、確定値ではありません。",[15,71510,71512],{"id":71511},"この動画に関連する指標論点","この動画に関連する指標・論点",[13939,71514,71515],{},[2752,71516,71517,71526],{},[2755,71518,71519],{},[2758,71520,71521,71524],{},[2761,71522,71523],{},"指標・論点",[2761,71525,51546],{},[2768,71527,71528,71536,71544,71551],{},[2758,71529,71530,71533],{},[2773,71531,71532],{},"10年国債利回り（長期金利）",[2773,71534,71535],{},"食料品ゼロ＝年約5兆円の財源不足が、財政悪化観測を通じて金利を押し上げる経路。\"網渡り\"の核心",[2758,71537,71538,71541],{},[2773,71539,71540],{},"消費者物価（CPI）",[2773,71542,71543],{},"減税は物価を一時的に押し下げる一方、財源を赤字国債に頼れば円安・輸入物価高で相殺されかねない",[2758,71545,71546,71548],{},[2773,71547,12624],{},[2773,71549,71550],{},"財政規律への不安は円売り材料。減税の恩恵を輸入インフレが食う「実質目減り」のリスク",[2758,71552,71553,71556],{},[2773,71554,71555],{},"社会保障財源",[2773,71557,71558],{},"消費税は社会保障の主要財源。減税分の穴埋め先（恒久財源か一時的か）が議論の前提",[11,71560,71561],{},[51023,71562,71563],{},"※本表は動画の論点を整理したもので、特定の投資・行動を推奨するものではありません。",[8668,71565,51507],{"id":51507},[51509,71567,71568,71570],{},[51512,71569,65683],{"href":52041,"note":51524},[51512,71571,71572],{"href":51523,"note":51524},"インフレ論の読み方",[15,71574,51636],{"id":51635},[51638,71576,71577,71589],{},[51641,71578,71579,71581],{"tone":51643},[51645,71580,51648],{"id":51647},[443,71582,71583,71586],{},[446,71584,71585],{},"「公約のゼロ」と「国民会議の1%＋給付」の差をはっきり示し、\"実質ゼロ\"という言葉のあいまいさを解きほぐした整理は的確",[446,71587,71588],{},"財源（約5兆円）と政局（小渕氏辞意）という相反する制約を\"2つの網渡り\"として可視化した枠組みは、ニュースの本質を突いている",[51641,71590,71591,71593],{"tone":51671},[51645,71592,51675],{"id":51674},[443,71594,71595,71598],{},[446,71596,71597],{},"「実質ゼロ」は税率1%＋現金給付の合わせ技であり、家計が実感する負担減は給付の設計（対象・金額・時期）に大きく左右される。\"ゼロ\"の語感だけが先行しがちな点に注意",[446,71599,71600,71601,71604],{},"減税の財源を赤字国債に頼れば、長期金利上昇・円安を通じて",[33,71602,71603],{},"輸入インフレ＝家計の実質目減り","を招きうる。「減税＝家計が楽になる」と単純化できない",[51704,71606,71607],{},[11,71608,71609,71611,71612,71615,71616,71619,71620,71623],{},[33,71610,51710],{}," この動画から読者が持ち帰るべきは「いつ・いくら下がるか」という答えではなく、3つの\"見る習慣\"です。①",[33,71613,71614],{},"まず「ゼロ」と「実質ゼロ（1%＋給付）」を区別して聞く","——言葉の語感ではなく、税率と給付の具体設計で家計への効きめを判断する。②",[33,71617,71618],{},"減税の財源が長期金利・円相場に跳ね返る経路を追う","——財政不安からの金利上昇・円安は、輸入インフレとして減税の恩恵を相殺しかねない。③",[33,71621,71622],{},"政局（小渕氏辞意のような党内対立）を\"実現可能性\"の温度計として読む","——看板政策ほど、財源と党内・野党の三すくみで形が変わります。減税を待つより先に、現金の目減りに備える設計を自分で持っておくことが、いちばん確実な\"網渡りの保険\"です。",[51734,71625,71626,71636],{},[51737,71627,71628],{"title":51739,"tone":51740},[443,71629,71630,71633],{},[446,71631,71632],{},"消費税減税の議論の現在地（公約→1%＋給付への後退、国民会議の紛糾、党内政局）を短時間で把握したい人",[446,71634,71635],{},"減税という家計トピックを、財源・金利・政局とつなげて立体的に理解したい人",[51737,71637,71638],{"title":51754,"tone":51755},[443,71639,71640,71643],{},[446,71641,71642],{},"「結局いつ・いくら下がるのか」という確定的な結論だけを求める人（まだ確定していません）",[446,71644,71645],{},"政策の政局的な背景より、具体的な家計シミュレーションを知りたい人",[15,71647,51774],{"id":51774},[51776,71649,71650,71656,71662,71668],{},[51779,71651,71653],{"q":71652},"高市総理の公約は“消費税ゼロ”なのに、なぜ「1%」が出てくるの？",[11,71654,71655],{},"公約は「食料品の消費税を2年間ゼロ」ですが、超党派の社会保障国民会議の議論では、税率を1%に下げたうえで現金給付を組み合わせ\"実質ゼロ\"とする案が軸になっていると報じられています。完全なゼロにはしないため、公約からはやや後退した形です。",[51779,71657,71659],{"q":71658},"食料品の消費税をゼロにすると、いくら税収が減るの？",[11,71660,71661],{},"複数の機関が「年約5兆円の税収減」と試算しています。消費税は社会保障の主要財源でもあるため、その穴をどう埋めるか（恒久財源か一時的な手当てか）が議論の最大の論点になっています。",[51779,71663,71665],{"q":71664},"小渕優子さんが辞めるって、何を辞めるの？",[11,71666,71667],{},"自民党税制調査会の非公式幹部会合「インナー」のメンバーを辞任する意向を示した、と2026年6月25日に報じられました。小渕氏は財政再建派として知られ、消費減税の議論の進め方への反発が理由とみられています。看板政策の足元で党内に亀裂が走った形です。",[51779,71669,71671],{"q":71670},"結局、減税はいつから始まるの？",[11,71672,71673],{},"未確定です。2026年度内、難しければ秋の臨時国会で関連法案を通したうえで2027年4月から、という段取りが語られていますが、「来年以降にずれ込む可能性」も報じられています。時期も中身もなお流動的です。",[15,71675,51833],{"id":51832},[51835,71677,71678],{},[10814,71679,71680,71686,71694,71707,71720,71733,71741],{},[446,71681,51841,71682],{},[22,71683,71685],{"href":71291,"rel":71684},[26],"「消費税 減税に暗雲」高市総理の肝入り\"消費税 実質ゼロ%\"は実現するのか？（TBS NEWS DIG・edge23・YouTube）",[446,71687,71688,71689],{},"\"実質ゼロ＝1%減税＋現金給付\"・国民会議大荒れ：",[22,71690,71693],{"href":71691,"rel":71692},"https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=rJkesmLOOvk",[26],"消費税\"実質ゼロ\"実現できる？「1%減税＋現金給付」の苦肉の策に野党猛反発、国民会議は大荒れ【Nスタ解説】（TBS NEWS DIG）",[446,71695,71696,71697,51887,71702],{},"小渕優子氏の税調インナー辞任意向：",[22,71698,71701],{"href":71699,"rel":71700},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA198SL0Z10C26A6000000\u002F",[26],"自民党の税制調査会幹部・小渕優子氏が辞意 消費税減税に反対（日本経済新聞）",[22,71703,71706],{"href":71704,"rel":71705},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026062500917&g=pol",[26],"小渕氏、自民税調インナー辞意（時事ドットコム）",[446,71708,71709,71710,51887,71715],{},"食料品消費税ゼロの財源（約5兆円）・実施時期：",[22,71711,71714],{"href":71712,"rel":71713},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026021700766&g=eco",[26],"財源や外食離れ、高いハードル 食品消費税ゼロ、議論本格化へ（時事ドットコム）",[22,71716,71719],{"href":71717,"rel":71718},"https:\u002F\u002Fwww.smd-am.co.jp\u002Fmarket\u002Fichikawa\u002F2026\u002F02\u002Firepo260210\u002F",[26],"高市政権は食料品の消費税ゼロにどう取り組むか（三井住友DSアセットマネジメント）",[446,71721,71722,71723,51887,71728],{},"国民会議の位置づけ・スケジュール：",[22,71724,71727],{"href":71725,"rel":71726},"https:\u002F\u002Fwww.tokyo-np.co.jp\u002Farticle\u002F469448",[26],"「国民会議」って一体どんなもの？（東京新聞デジタル）",[22,71729,71732],{"href":71730,"rel":71731},"https:\u002F\u002Fwww.jimin.jp\u002Fnews\u002Finformation\u002F212563.html",[26],"社会保障国民会議が初会合（自由民主党）",[446,71734,71735,71736],{},"GDP押し上げ効果（+0.22%）：",[22,71737,71740],{"href":71738,"rel":71739},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260119.html",[26],"食料品の消費税率ゼロ：実質GDP押上げ効果は＋0.22％（野村総合研究所・木内登英）",[446,71742,71743,71744],{},"専門家の約9割が否定的：",[22,71745,71748],{"href":71746,"rel":71747},"https:\u002F\u002Fwww.jcer.or.jp\u002Fpolicy-proposals\u002F20260129.html",[26],"食料品の消費税ゼロには約9割が否定的（日本経済研究センター）",[11,71750,71751],{},[51023,71752,71753],{},"※ 動画の発言の引用・要約は字幕（文字起こし）に基づきます。本記事は動画の内容を公開情報で検証したものであり、将来の政策・物価・相場を保証するものではありません。固有名詞（小渕優子氏ほか）の表記は報道に合わせています。",[15,71755,52009],{"id":52009},[52011,71757,71758,71765,71771],{},[52014,71759,71762],{"cat":52016,"desc":71760,"href":71761},"減税が効く「公式物価」と家計の実感のズレを理解する","\u002Freading\u002Farticles\u002F2026-06-20-japan-may-cpi-boj-gap\u002F",[11,71763,71764],{},"5月コアCPI+1.4%、でも日銀は1%へ利上げ──公式物価と実感のズレ",[52014,71766,71768],{"cat":52039,"desc":71767,"href":65679},"減税の財源論が跳ね返る先。金利が家計に効く仕組み",[11,71769,71770],{},"金利が上がると家計はどうなる？──住宅ローン・預金・物価への影響",[52014,71772,71775],{"cat":52016,"desc":71773,"href":71774},"財政不安と円安。減税の恩恵を食う「輸入インフレ」の現在地","\u002Freading\u002Farticles\u002F2026-06-26-yen-approaching-39year-low\u002F",[11,71776,71777],{},"円安が39年ぶり水準に接近、輸入物価の再燃リスク",[50984,71779,71780],{},[11,71781,71782],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、政策・値動きは予測できません。記載の数値は本記事のデータ基準日（2026年6月26日）時点の報道・試算に基づきます。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":71784},[71785,71786,71787,71788,71789,71792,71793,71794,71795],{"id":50998,"depth":57,"text":50998},{"id":71297,"depth":57,"text":71298},{"id":71354,"depth":57,"text":71355},{"id":71474,"depth":57,"text":71475},{"id":71511,"depth":57,"text":71512,"children":71790},[71791],{"id":51507,"depth":8742,"text":51507},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"2026-06-26","TBS NEWS DIG（edge23）が報じた高市総理肝入りの\"消費税 実質ゼロ%\"を、国民会議の「1%減税＋現金給付」案・約5兆円の財源・長期金利の上昇・小渕優子氏の税調インナー辞任意向といった一次情報と突き合わせて検証します。引用された事実は概ね正確で、焦点は「公約のゼロ」と「現実の1%＋給付」の差にあります。",{},"\u002Freading\u002Farticles\u002Ftakaichi-consumption-tax-zero-review","2026-06-27T12:00:00+09:00",{"title":71250,"description":71797},"reading\u002Farticles\u002Ftakaichi-consumption-tax-zero-review",[236,71804,71805],"consumption-tax","politics","OGYhohRKDFSHOrFVk_vkTPMvb8ZD7RZm5iTHHGQDaQ0",{"id":71808,"title":71809,"author":6,"body":71810,"category":62,"dataDate":6,"date":71143,"description":71872,"extension":65,"image":6,"meta":71873,"navigation":67,"path":71874,"publishedAt":71875,"seo":71876,"stem":71877,"tags":71878,"type":6,"updated":6,"__hash__":71879},"articles\u002Freading\u002Farticles\u002F2026-06-27-nasdaq-5th-loss-ai-cost-concerns.md","ナスダック5営業日続落、AIコスト懸念が続く──今日の日本市場への影響は",{"type":8,"value":71811,"toc":71867},[71812,71815,71817,71825,71842,71850,71857,71859,71862,71864],[11,71813,71814],{},"6月26日（現地時間）の米国市場はナスダック総合指数が5営業日連続で下落し、AIインフラのコスト膨張への懸念が投資家心理を重くしている状態が続いています。",[15,71816,17],{"id":17},[11,71818,71819,71820,42],{},"26日の米国市場終値は以下の通りです（",[22,71821,71824],{"href":71822,"rel":71823},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-june-26-2026",[26],"TheStreet, 2026-06-26",[443,71826,71827,71832,71837],{},[446,71828,71829,71831],{},[33,71830,50138],{},": −44.51ドル（−0.09%）、51,876.11ドル",[446,71833,71834,71836],{},[33,71835,7115],{},": −0.05%、7,354.02",[446,71838,71839,71841],{},[33,71840,6562],{},": −0.24%、25,297.62（5営業日続落）",[11,71843,71844,71845,42],{},"売りの直接的な材料はAIデータセンター建設コストへの警戒感です。OpenAIがIPO時期を2027年以降に延期する方針と伝わったことも重なり、テクノロジー株全般に慎重な見方が広がりました（",[22,71846,71849],{"href":71847,"rel":71848},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F06\u002F25\u002Fstock-market-today-live-updates.html",[26],"CNBC, 2026-06-25",[11,71851,71852,71853,71856],{},"為替はドル円が161円70銭近辺で推移しており（",[22,71854,70965],{"href":70963,"rel":71855},[26],"）、米10年債利回りは4.38%前後と高水準が続いています。円安の起点である日米金利差は縮まりにくい環境です。",[15,71858,45],{"id":45},[11,71860,71861],{},"米国ナスダックの続落は、AI期待で買い上げられてきた日本のハイテク・半導体関連銘柄の上値を引き続き重くする可能性があります。また、161円台の円安が続くなか輸入コストの高止まりも続きやすく、食料品や光熱費の値上がり圧力が家計に残りやすい局面です。",[15,71863,51],{"id":51},[11,71865,71866],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価や為替水準を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":71868},[71869,71870,71871],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月26日の米国市場はナスダックが5営業日連続で下落。AIインフラ投資コストへの懸念とOpenAIのIPO延期報道が売り材料となった。円安は161円台で高止まりしており、輸入物価の押し上げ要因が続く。",{},"\u002Freading\u002Farticles\u002F2026-06-27-nasdaq-5th-loss-ai-cost-concerns","2026-06-27T09:00:00+09:00",{"title":71809,"description":71872},"reading\u002Farticles\u002F2026-06-27-nasdaq-5th-loss-ai-cost-concerns",[164,73],"kQWKT649ztFim7tPAjcEs31lt3fjjmLmp3pCbv8V2gQ",{"id":71881,"title":71882,"author":6,"body":71883,"category":62,"dataDate":6,"date":71796,"description":71954,"extension":65,"image":6,"meta":71955,"navigation":67,"path":71956,"publishedAt":71957,"seo":71958,"stem":71959,"tags":71960,"type":6,"updated":6,"__hash__":71961},"articles\u002Freading\u002Farticles\u002F2026-06-26-nikkei-3005-drop-tokyo-cpi.md","日経平均が3005円安で大引け――歴代3位の急落と東京CPIの加速",{"type":8,"value":71884,"toc":71949},[71885,71892,71894,71899,71905,71916,71921,71939,71941,71944,71946],[11,71886,71887,71888,71891],{},"6月26日（金）の東京株式市場は、前日に最高値圏を更新した翌日に一転して急落した。日経平均株価の終値は前日比",[33,71889,71890],{},"3005円58銭安（4.15%下落）の6万9360円","。下げ幅は歴代3位にあたる水準で、朝から売りが止まらない一日だった。",[15,71893,17],{"id":17},[11,71895,71896],{},[33,71897,71898],{},"急落の主因：AI半導体テーマへの逆回転",[11,71900,71901,71902,42],{},"前日（25日）は米マイクロン・テクノロジーの好業績見通しを受けてAI・半導体関連株が急騰し、日経平均は3191円高と急伸していた。その翌日、米国市場でアップルなど主要ハイテク株が下落した流れを受け、東京市場でも利益確定売りが集中した（",[22,71903,315],{"href":70161,"rel":71904},[26],[11,71906,71907,71908,71911,71912,42],{},"特に目立ったのがソフトバンクグループ（SBG）の",[33,71909,71910],{},"12.53%急落","。出資先の米OpenAIがIPO（新規上場）の延期を検討しているとの報道が材料視された。アドバンテスト・東京エレクトロン・キオクシアホールディングス・太陽誘電・村田製作所などAI半導体関連銘柄も軒並み大幅安となった（",[22,71913,2121],{"href":71914,"rel":71915},"https:\u002F\u002Fkabutan.jp\u002Fnews\u002Fmarketnews\u002F?b=n202606261054",[26],[11,71917,71918],{},[33,71919,71920],{},"東京都区部CPI：コアが1.6%に加速",[11,71922,71923,71924,71927,71928,71930,71931,71935,71936,42],{},"同じ26日に総務省が公表した東京都区部の6月消費者物価指数（生鮮食品除くコアCPI）は前年同月比",[33,71925,71926],{},"1.6%上昇","（5月：1.3%）。生鮮食品とエネルギーをともに除くコアコアCPIは",[33,71929,7524],{},"に伸びが加速した（5月：1.6%）（",[22,71932,7037],{"href":71933,"rel":71934},"https:\u002F\u002Ffinance.biggo.jp\u002Fnews\u002F397a0833-db38-4b16-9ab5-d2c2340f8606",[26],"）。日銀が目標とする2%には5カ月連続で届かなかったが、コアコアは着実に近づきつつある。今月の会合で政策金利を1.0%（約31年ぶりの高水準）へ引き上げたばかりの日銀にとって、この数字は追加利上げを検討する根拠として参照されやすい（",[22,71937,315],{"href":71227,"rel":71938},[26],[15,71940,45],{"id":45},[11,71942,71943],{},"前日＋3191円→翌日▲3005円という連日の大振れは、AIテーマへの感応度が極めて高い相場環境を映している。NISAで半導体系ETFや個別株を保有している人は含み益が一日で大幅に縮んだケースもあるが、テーマが崩れたというよりは「上がりすぎへの調整」との見方が多い。一方、東京コアコアCPIが2%に迫ってきた点は、食料・エネルギーを除いた日々の消費価格が静かに上昇していることを示す。賃上げが物価に追いついているかどうかを確認する意味で、7月発表予定の全国CPIにも注目したい。",[15,71945,51],{"id":51},[11,71947,71948],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・業績を保証するものでもありません。投資の最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":71950},[71951,71952,71953],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月26日の日経平均は前日比3005円安（4.15%）の6万9360円で終了。歴代3位の急落幅。SBGは12%超の急落。同日発表の東京コアCPIは1.6%に加速し、次の利上げ観測を支える内容だった。",{},"\u002Freading\u002Farticles\u002F2026-06-26-nikkei-3005-drop-tokyo-cpi","2026-06-26T20:00:00+09:00",{"title":71882,"description":71954},"reading\u002Farticles\u002F2026-06-26-nikkei-3005-drop-tokyo-cpi",[73,236],"1XlzPk9m_BYKR5IFoFVI_S8XDfSBXTc7fS2776hR4cQ",{"id":71963,"title":71964,"author":6,"body":71965,"category":62,"dataDate":6,"date":71796,"description":72001,"extension":65,"image":6,"meta":72002,"navigation":67,"path":72003,"publishedAt":72004,"seo":72005,"stem":72006,"tags":72007,"type":6,"updated":6,"__hash__":72008},"articles\u002Freading\u002Farticles\u002F2026-06-26-nikkei-ai-semiconductor-selloff.md","前場の日経平均が約2,300円安──AI・半導体株に利益確定売り",{"type":8,"value":71966,"toc":71996},[71967,71970,71972,71979,71987,71989,71992,71994],[11,71968,71969],{},"前日（6月25日）に3,191円高と急騰した日経平均株価が、6月26日の前場で大幅に反落した。午前9時27分時点で前日比2,281円安の7万85円（約70,085円）を付け、安値圏でのもみ合いが続いた。",[15,71971,17],{"id":17},[11,71973,71974,71975,42],{},"米半導体大手マイクロン・テクノロジーが前日夜（日本時間）に好調な業績見通しを発表したことを受け、6月25日の東京市場でAI・半導体関連株が急騰した。その反動として、6月26日の前場ではアドバンテスト・東京エレクトロン・ソフトバンクグループなどを中心に利益確定売りが先行。33業種中20業種が下落する幅広い売り圧力となった（",[22,71976,71978],{"href":55008,"rel":71977},[26],"株式新聞Web、2026-06-26",[11,71980,71981,71982,42],{},"米国市場では前日時点でナスダック総合指数が4日続落しており、ハイテク株全般への慎重ムードが東京市場にも波及した形だ。為替は1ドル＝161円台後半の円安水準が続いている（",[22,71983,71986],{"href":71984,"rel":71985},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_26_usdjpy\u002F",[26],"OANDA、2026-06-26",[15,71988,45],{"id":45},[11,71990,71991],{},"前日の急騰がマイクロン決算という単一材料に集中していただけに、材料出尽くしで利益が乗った投資家が売りやすい局面だった。日経平均は7万円前後を維持しており、AI・半導体テーマの地合いが崩れたわけではないが、個別銘柄の1日の値幅が数千円単位になる場面が続いており、短期売買には引き続き注意が必要だ。NISAで保有する半導体関連ETFや個別株の短期的な下落に慌てず、積立設定を乱さないことが長期投資家には重要になる。",[15,71993,51],{"id":51},[11,71995,71948],{},{"title":56,"searchDepth":57,"depth":57,"links":71997},[71998,71999,72000],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"前日に3,191円高と急騰した日経平均が、6月26日の前場で大幅反落。米マイクロン主導のAI・半導体相場の反動売りがアドバンテストや東エレクに集中した。",{},"\u002Freading\u002Farticles\u002F2026-06-26-nikkei-ai-semiconductor-selloff","2026-06-26T13:00:00+09:00",{"title":71964,"description":72001},"reading\u002Farticles\u002F2026-06-26-nikkei-ai-semiconductor-selloff",[73,164],"Xwx9w1wo6kjmit--d0YRRe4IwppaNVzuoC4bRdfSdww",{"id":72010,"title":72011,"author":6,"body":72012,"category":57326,"dataDate":6,"date":71796,"description":72139,"extension":65,"image":6,"meta":72140,"navigation":67,"path":72141,"publishedAt":6,"seo":72142,"stem":72143,"tags":72144,"type":6,"updated":6,"__hash__":72145},"articles\u002Freading\u002Farticles\u002Fwhat-is-roe.md","ROEとは？自己資本利益率で「稼ぐ力」を読む基本指標をやさしく解説",{"type":8,"value":72013,"toc":72134},[72014,72017,72021,72026,72028,72034,72037,72039,72043,72046,72051,72054,72059,72065,72072,72077,72080,72085,72123,72126,72130,72132],[11,72015,72016],{},"ROE（自己資本利益率）は、株主から預かった資本をどれだけ効率よく利益に変えたかを示す指標です。「稼ぐ力」を測るバロメーターとして、PERやPBRと並ぶ企業評価の基本指標の一つです。",[15,72018,72020],{"id":72019},"roe自己資本利益率とは","ROE（自己資本利益率）とは",[11,72022,72023,72025],{},[33,72024,58681],{},"：株主資本（純資産）に対して、1年間でどれだけの利益を上げたかを示す割合です。",[11,72027,58685],{},[64164,72029,72032],{"className":72030,"code":72031,"language":64169},[64167],"ROE（%）＝ 当期純利益 ÷ 自己資本 × 100\n",[51554,72033,72031],{"__ignoreMap":56},[11,72035,72036],{},"たとえば、純利益100億円・自己資本500億円なら ROE は20%。自己資本1円あたり0.2円の利益を生み出していることになります。数値が高いほど資本を効率よく使って稼いでいる、低いほど資本に対して稼ぎが少ない、と読みます。",[15,72038,58696],{"id":58696},[11,72040,72041],{},[33,72042,69082],{},[11,72044,72045],{},"企業が株主の資本をどれだけ効率よく運用しているかの目安になります。同じ業種・規模の企業を比べるときに使いやすく、ROEの高い企業は「少ない資本で多く稼げている」と評価されやすいです。",[11,72047,72048],{},[33,72049,72050],{},"目安水準",[11,72052,72053],{},"一般に日本株では10%前後を一つの参考ラインとして使う場面が多いです。かつて日本企業は欧米に比べROEが低い傾向にあり、東京証券取引所が2023年以降に資本効率の改善を上場企業に求めた背景もあります。ただし業種によって水準は異なるため、同業他社との比較が基本です。",[11,72055,72056],{},[33,72057,72058],{},"PBRとROEの関係",[64164,72060,72063],{"className":72061,"code":72062,"language":64169},[64167],"PBR ≈ PER × ROE\n",[51554,72064,72062],{"__ignoreMap":56},[11,72066,72067,72068,72071],{},"この関係から、ROEが低いとPBRも低くなりやすいことがわかります。PBR1倍割れの企業であっても、ROEが低いままでは「解散価値より安いから割安」とは言いきれません。PBRが低い",[33,72069,72070],{},"理由","を確認することが大切です。",[11,72073,72074],{},[33,72075,72076],{},"レバレッジに注意",[11,72078,72079],{},"ROEは自己資本を分母とするため、借入（負債）を増やして自己資本の比率を下げることでも数値が上がります。純利益の成長を伴わないROE上昇は財務リスクが増している可能性があるため、同時に自己資本比率や有利子負債の水準も確認しましょう。",[11,72081,72082],{},[33,72083,72084],{},"似た指標との違い",[2752,72086,72087,72099],{},[2755,72088,72089],{},[2758,72090,72091,72093,72096],{},[2761,72092,10287],{},[2761,72094,72095],{},"分母",[2761,72097,72098],{},"見ている側面",[2768,72100,72101,72112],{},[2758,72102,72103,72106,72109],{},[2773,72104,72105],{},"ROE",[2773,72107,72108],{},"自己資本（株主資本）",[2773,72110,72111],{},"株主の資本からどれだけ稼いだか",[2758,72113,72114,72117,72120],{},[2773,72115,72116],{},"ROA",[2773,72118,72119],{},"総資産",[2773,72121,72122],{},"会社全体の資産からどれだけ稼いだか",[11,72124,72125],{},"ROEは株主視点、ROA（総資産利益率）は会社全体の視点で「稼ぐ力」を測ります。",[11,72127,72128,69118],{},[22,72129,51723],{"href":51722},[15,72131,51],{"id":51},[11,72133,58732],{},{"title":56,"searchDepth":57,"depth":57,"links":72135},[72136,72137,72138],{"id":72019,"depth":57,"text":72020},{"id":58696,"depth":57,"text":58696},{"id":51,"depth":57,"text":51},"ROE（自己資本利益率）の意味・計算式・目安水準を初心者向けに解説。株主資本をどれだけ効率よく利益に変えているかを示す指標で、PBRやPERとの関係も整理します。",{},"\u002Freading\u002Farticles\u002Fwhat-is-roe",{"title":72011,"description":72139},"reading\u002Farticles\u002Fwhat-is-roe",[58744,28599],"1As68z3C6ziiuOT8yrcfbC63DjY79Oz7Ejyfbutq21o",{"id":72147,"title":72148,"author":6,"body":72149,"category":62,"dataDate":6,"date":71796,"description":72201,"extension":65,"image":6,"meta":72202,"navigation":67,"path":72203,"publishedAt":72204,"seo":72205,"stem":72206,"tags":72207,"type":6,"updated":6,"__hash__":72208},"articles\u002Freading\u002Farticles\u002F2026-06-26-yen-approaching-39year-low.md","円安が39年ぶり水準に接近、米PCE発表後も流れ変わらず",{"type":8,"value":72150,"toc":72196},[72151,72160,72162,72170,72178,72186,72188,72191,72193],[11,72152,72153,72154,72159],{},"ドル円は26日早朝時点で161円台後半で推移し、",[22,72155,72158],{"href":72156,"rel":72157},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371432",[26],"162円台をうかがう展開が続いています","。前夜の米国市場では5月のPCE（個人消費支出）価格指数が発表され、インフレの根強さを示す内容ではあったものの「警戒したほどではなかった」との受け止めが広がり、米国債利回りが低下しました。それでもドル円は円高には転じず、レンジ上限を試す動きが続いています。",[15,72161,17],{"id":17},[11,72163,72164,72165,5863],{},"6月26日未明、米国市場では5月PCE価格指数が公表されました。FRBが政策判断の参考にするこの指標は高インフレを示す内容でしたが、事前の警戒感よりは穏やかだったとの受け止めから",[22,72166,72169],{"href":72167,"rel":72168},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371419",[26],"米国債利回りが低下し、短期金融市場での9月利上げ確率は約75%程度まで後退しました",[11,72171,72172,72173,72177],{},"一方、ドル円は161.70円前後を中心に推移し、円安基調は維持されています。野村総合研究所の分析によると、現在の水準は",[22,72174,72176],{"href":69822,"rel":72175},[26],"1986年以来約39年ぶりの円安水準に接近","しており、2024年7月に記録した安値161円96銭が再び視野に入っています。",[11,72179,72180,72181,72185],{},"日本政府はすでに今年4月28日〜5月27日にかけて",[22,72182,72184],{"href":69822,"rel":72183},[26],"月次では過去最大規模となる約11兆7300億円の円買い介入を実施しました","が、その効果は長続きしていません。日銀は6月16日に利上げを実施しましたが、ドル円への影響は限定的にとどまっています。",[15,72187,45],{"id":45},[11,72189,72190],{},"PCE発表後に米金利がやや低下したことで「ドル一強」の圧力は若干和らいだ形ですが、ドル円が162円近辺にとどまる限り、輸入食品や輸入エネルギーの価格転嫁圧力は引き続き家計にのしかかります。円安が消費者物価を押し上げる経路は時間差があるため、今後2〜3カ月の食品・日用品価格の動向に注目しておくと判断材料になりそうです。",[15,72192,51],{"id":51},[11,72194,72195],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・金利の予測や特定の投資行動を推奨するものではなく、将来の相場水準を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":72197},[72198,72199,72200],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"ドル円が161円台後半で推移し、1986年以来の円安水準に迫っています。前夜の米国市場では5月PCE発表後に米国債利回りが低下したものの、円高への転換は限定的。輸入物価への再燃リスクを整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-26-yen-approaching-39year-low","2026-06-26T09:00:00+09:00",{"title":72148,"description":72201},"reading\u002Farticles\u002F2026-06-26-yen-approaching-39year-low",[236,73],"XANzyyTk69GxM-DkekJxjzUR9Oo-Px7x4lU8tru7mFc",{"id":72210,"title":72211,"author":6,"body":72212,"category":62,"dataDate":6,"date":72281,"description":72282,"extension":65,"image":6,"meta":72283,"navigation":67,"path":72284,"publishedAt":72285,"seo":72286,"stem":72287,"tags":72288,"type":6,"updated":6,"__hash__":72289},"articles\u002Freading\u002Farticles\u002F2026-06-25-nikkei-72366-record-close-evening.md","日経平均3191円高・7万2366円で大引け——2日間の急落を1日で全戻し",{"type":8,"value":72213,"toc":72276},[72214,72225,72227,72239,72249,72266,72268,72271,72273],[11,72215,72216,72217,29331,72220,72224],{},"25日の東京株式市場は終日にわたって買いが続き、日経平均株価の終値は前日比",[33,72218,72219],{},"3191円37銭高（4.61%）の7万2366円34銭",[22,72221,72223],{"href":4149,"rel":72222},[26],"Yahoo!ファイナンス 日経平均時系列","）。23日に2565円安、24日に613円安と2日連続で急落していたが、その合計3178円の下落を実質1日で取り戻した形だ。",[15,72226,17],{"id":17},[11,72228,72229,72230,72233,72234,42],{},"相場の起点は、米国時間6月24日に発表された",[33,72231,72232],{},"マイクロン・テクノロジーの過去最高決算","。純利益が前年同期比15倍と異次元の好決算を受け、米国時間外取引でマイクロン株が約15%急伸し、東京市場でも朝から半導体関連株に広範な買いが入った（",[22,72235,72238],{"href":72236,"rel":72237},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260625\u002F858487.html",[26],"財経新聞 2026\u002F06\u002F25",[11,72240,72241,72242,4697,72245,72248],{},"前場の引け（正午時点）では+2679円高だったが、後場も勢いは衰えず、最終的な上げ幅は3191円まで拡大。日中高値は",[33,72243,72244],{},"7万2594円",[22,72246,992],{"href":4149,"rel":72247},[26],"）に達した。東京エレクトロンやアドバンテストなどAI・半導体製造装置株が相場をけん引し、幅広いセクターに買いが波及した。",[11,72250,11739,72251,72254,72255,72260,72261,42],{},[33,72252,72253],{},"1ドル＝161円台後半","で高止まりしており、政府・日銀による介入警戒ラインとされる162円に迫る水準が続いている（",[22,72256,72259],{"href":72257,"rel":72258},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_25_usdjpy\u002F",[26],"OANDA Japan 2026\u002F06\u002F25 為替コメント","）。三井住友DSアセットマネジメントは「介入か、さらなる円安か」という分岐点に差し掛かっているとの見方を示している（",[22,72262,72265],{"href":72263,"rel":72264},"https:\u002F\u002Fwww.smd-am.co.jp\u002Fmarket\u002Fichikawa\u002F2026\u002F06\u002Firepo260623\u002F",[26],"三井住友DSAM 2026\u002F06\u002F23レポート",[15,72267,45],{"id":45},[11,72269,72270],{},"3000円超の1日上昇は極めて稀な動きで、AI向けメモリ需要の力強さが改めて確認された日となった。ただし161円台の円安は輸入物価を通じた生活コスト増の圧力として続いており、株高の恩恵を受けやすい資産（株式・外貨建てファンドなど）とエネルギー・食料品の家計費上昇という二つの流れが同時進行している点は意識しておきたい。",[15,72272,51],{"id":51},[11,72274,72275],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替レートを保証しません。最終的な投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":72277},[72278,72279,72280],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-25","25日の日経平均は前日比3191円高（4.61%）の7万2366円で大引け。前日までの2日間で計3178円下落した急落分をほぼ1日で取り返した。後場も上昇が続き、日中高値は7万2594円まで到達した。",{},"\u002Freading\u002Farticles\u002F2026-06-25-nikkei-72366-record-close-evening","2026-06-25T20:00:00+09:00",{"title":72211,"description":72282},"reading\u002Farticles\u002F2026-06-25-nikkei-72366-record-close-evening",[73,164],"DvEgBd_iA1n8Io1LEH7f0KipFbMDkTGehWqGX7EICKc",{"id":72291,"title":72292,"author":6,"body":72293,"category":62,"dataDate":6,"date":72281,"description":72345,"extension":65,"image":6,"meta":72346,"navigation":67,"path":72347,"publishedAt":72348,"seo":72349,"stem":72350,"tags":72351,"type":6,"updated":6,"__hash__":72352},"articles\u002Freading\u002Farticles\u002F2026-06-25-micron-earnings-nikkei-surge.md","マイクロン純利益15倍の好決算、前場の日経平均が2679円高で前引け",{"type":8,"value":72294,"toc":72340},[72295,72298,72300,72308,72320,72331,72333,72336,72338],[11,72296,72297],{},"米メモリー大手マイクロン・テクノロジーの過去最高決算を起点に、25日前場の東京株式市場は一転して全面高となりました。日経平均株価は前日比2679円高（3.87%）の大幅反発で前引けを迎え、AI・半導体関連銘柄が軒並み急伸しています。",[15,72299,17],{"id":17},[11,72301,72302,72303,72307],{},"マイクロン・テクノロジーが6月24日（米国時間）に発表した2026年3〜5月期の決算で、純利益が前年同期比15倍の282億4300万ドル（約4兆6000億円）と四半期ベースで過去最高を大幅更新しました（",[22,72304,315],{"href":72305,"rel":72306},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN22AKA0S6A620C2000000\u002F",[26],"）。AI向けHBM（広帯域メモリ）の需要拡大が主因で、マイクロン株は24日の時間外取引で一時16%急伸しました。",[11,72309,72310,72311,72314,72315,72319],{},"この流れを引き継いだ25日前場の日経平均株価は、前日比",[33,72312,72313],{},"2679円91銭（3.87%）高の7万1854円88銭","で前引けを迎えました（",[22,72316,315],{"href":72317,"rel":72318},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL250M70V20C26A6000000\u002F",[26],"）。前日の600円超安から一気に反転した形で、東京エレクトロンやソフトバンクグループなどAI・半導体関連株が相場をけん引しました。",[11,72321,72322,72323,72326,72327,42],{},"為替はドル円が",[33,72324,72325],{},"161円台後半","で高止まりしており、1ドル＝162円が視野に入る水準です。政府・日銀による為替介入への警戒感がドルの上値を抑えている状況です（",[22,72328,11579],{"href":72329,"rel":72330},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371309",[26],[15,72332,45],{"id":45},[11,72334,72335],{},"マイクロンの好決算はAI向け半導体需要の旺盛さを改めて示しており、国内の製造装置・素材株にも追い風になりやすいテーマです。一方、161円台の円安水準が続くと輸入物価への上乗せ圧力が家計に及ぶ可能性もあり、株高と円安が同時進行する局面では資産全体のバランスを意識しておきたいところです。",[15,72337,51],{"id":51},[11,72339,72275],{},{"title":56,"searchDepth":57,"depth":57,"links":72341},[72342,72343,72344],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米メモリー大手マイクロンが純利益15倍の過去最高決算を発表。25日前場の日経平均は2679円高の7万1854円まで急伸し、AI・半導体関連株を中心に幅広い買いが広がった。",{},"\u002Freading\u002Farticles\u002F2026-06-25-micron-earnings-nikkei-surge","2026-06-25T13:00:00+09:00",{"title":72292,"description":72345},"reading\u002Farticles\u002F2026-06-25-micron-earnings-nikkei-surge",[164,73],"QyMOJ8AXWXblKoSWg98Zr7URMSFOtwWkmom-8AMc688",{"id":72354,"title":72355,"author":6,"body":72356,"category":62,"dataDate":6,"date":72434,"description":72435,"extension":65,"image":6,"meta":72436,"navigation":67,"path":72437,"publishedAt":72438,"seo":72439,"stem":72440,"tags":72441,"type":6,"updated":6,"__hash__":72442},"articles\u002Freading\u002Farticles\u002F2026-06-24-nikkei-close-variable-mortgage-october.md","日経平均613円安で2日続落・終値6万9174円——変動住宅ローン金利は10月に上がるか",{"type":8,"value":72357,"toc":72429},[72358,72369,72371,72379,72391,72402,72419,72421,72424,72426],[11,72359,72360,72361,72364,72365,72368],{},"24日の東京株式市場は日経平均株価が前日比",[33,72362,72363],{},"613円安の6万9174円","で大引けとなり、2日続落となった。後場に入って下げ幅は一時",[33,72366,72367],{},"1300円超","に拡大したが、AI・半導体への感応度が高い韓国総合指数（KOSPI）が持ち直すと買い戻しが入り、引けにかけて下げ幅を縮小した。",[15,72370,17],{"id":17},[11,72372,72373,72374,42],{},"大引けの終値は6万9174円（前日比613円安）。前日23日の2565円安に続き、2日間で計3178円（約4.4%）下落した計算になる（",[22,72375,72378],{"href":72376,"rel":72377},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002F8ef7456b464f61da26f857a17244a9576bfe2271",[26],"Yahoo!ファイナンス マーケット日報 2026年6月24日",[11,72380,72381,72382,72385,72386,42],{},"売りの連鎖はAI・半導体株の調整が主因だ。6月23日のNY市場でフィラデルフィア半導体指数（SOX）が約8%急落し、東京市場でも東京エレクトロンやディスコなど主力の半導体関連株に売りが広がった。ドル円は",[33,72383,72384],{},"161円台半ば","での推移が続いており、日米金利差に伴うドル高・円安の構図は変わっていない（",[22,72387,72390],{"href":72388,"rel":72389},"https:\u002F\u002Fwww.nikkei.com\u002Fmarkets\u002F",[26],"日本経済新聞 マーケットニュース",[11,72392,72393,72394,72397,72398,72401],{},"市場が注目するもう一つの変数が、日銀の追加利上げだ。",[33,72395,72396],{},"6月16日の金融政策決定会合で、日銀は政策金利を0.75%から1.00%へ引き上げた","（賛成7・反対1、1995年以来31年ぶりの高水準）（",[22,72399,8700],{"href":8698,"rel":72400},[26],"）。これを受けて家計が気にするのが変動型住宅ローン金利の行方だ。",[11,72403,72404,72405,72408,72409,72412,72413,72418],{},"多くの銀行では変動金利を年2回（4月・10月）に見直す仕組みのため、今回の利上げは",[33,72406,72407],{},"2026年10月の改定に反映される","シナリオが最有力とされている。モゲチェックが示した試算によると、借入金額5000万円・返済期間35年・元利均等返済の場合、金利が0.25%上昇すると月々の返済額は",[33,72410,72411],{},"約5900円","増加する（",[22,72414,72417],{"href":72415,"rel":72416},"https:\u002F\u002Fwww.tokyo-np.co.jp\u002Farticle\u002F495228",[26],"東京新聞 × モゲチェック解説","）。ただし「5年ルール」が適用される既存の借り手は、返済額への反映が2027年1月以降になるケースが多い。",[15,72420,45],{"id":45},[11,72422,72423],{},"今回の株安は2日間で約4%台にとどまっており、歴史的高値更新後の需給調整の範囲とみる見方が多い。住宅ローンについては10月改定まで数カ月の猶予があるため、変動・固定の切り替えや繰り上げ返済の試算はある程度余裕をもって行える局面だ。一方、161円台の円安が続く中、輸入コストを通じた物価上昇圧力は当面続きやすく、家計全体のコスト増加感は9月ごろまで継続する可能性がある。",[15,72425,51],{"id":51},[11,72427,72428],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。個別銘柄・金融商品の売買を推奨するものではなく、将来の株価・金利・為替を保証しません。住宅ローンの見直しを含む最終的な判断はご自身の責任で行い、必要に応じて専門家にご相談ください。",{"title":56,"searchDepth":57,"depth":57,"links":72430},[72431,72432,72433],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-24","24日の日経平均は前日比613円安の6万9174円で大引け。AI・半導体株調整が続く中、6月16日の日銀利上げ（1%）を受けた変動住宅ローン金利の改定は2026年10月が最有力とされており、借入5000万円35年で月約5900円の増加試算が示されている。",{},"\u002Freading\u002Farticles\u002F2026-06-24-nikkei-close-variable-mortgage-october","2026-06-24T20:00:00+09:00",{"title":72355,"description":72435},"reading\u002Farticles\u002F2026-06-24-nikkei-close-variable-mortgage-october",[73,236],"SDJ3m4n1eP_EFkH_tltnjFXnGEntyF9HTtJSUESpaOE",{"id":72444,"title":72445,"author":6,"body":72446,"category":62,"dataDate":6,"date":72434,"description":72497,"extension":65,"image":6,"meta":72498,"navigation":67,"path":72499,"publishedAt":72500,"seo":72501,"stem":72502,"tags":72503,"type":6,"updated":6,"__hash__":72504},"articles\u002Freading\u002Farticles\u002F2026-06-24-nikkei-semiconductor-selloff-morning.md","AI・半導体株が急落、日経平均が前場に一時600円超安——個人の押し目買いで下げ幅縮小",{"type":8,"value":72447,"toc":72492},[72448,72451,72453,72464,72471,72474,72483,72485,72488,72490],[11,72449,72450],{},"24日午前の東京株式市場では、前日の米国市場でAI・半導体関連株が大幅安となった流れを受け、日経平均株価が一時600円を超える下落となりました。その後は個人投資家による押し目買いが入り、下げ幅を縮小しています。",[15,72452,17],{"id":17},[11,72454,72455,72456,72459,72460,42],{},"前場終値（前引け）は前日比264円59銭（0.38%）安の",[33,72457,72458],{},"6万9523円79銭","でした（",[22,72461,315],{"href":72462,"rel":72463},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL240OT0U6A620C2000000\u002F",[26],[11,72465,72466,72467,42],{},"売りの主因は23日の米国市場の動きです。フィラデルフィア半導体株指数（SOX指数）が約8%急落し、ナスダック総合指数も大幅安となりました。この流れを引き継ぎ、東京市場でも東京エレクトロン・ディスコ・キオクシアなどAI・半導体関連株が売られ、日経平均を押し下げました（",[22,72468,983],{"href":72469,"rel":72470},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755465",[26],[11,72472,72473],{},"一方で「日本株は中期的に上値余地がある」という先高観を背景に、下値では押し目買いが入り、相場は下げ幅を縮める展開となりました。韓国総合指数（KOSPI）の反発も投資家心理を支えた要因とされています。",[11,72475,72322,72476,72478,72479,42],{},[33,72477,72384],{},"でのもみ合い。日米金利差を背景としたドル買いと、介入警戒感を背景とした円買いが拮抗し、方向感を欠いた推移となっています（",[22,72480,55469],{"href":72481,"rel":72482},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_24_usdjpy\u002F",[26],[15,72484,45],{"id":45},[11,72486,72487],{},"米国の半導体指数が1日で8%下落するのは異例の幅であり、AI関連の投資過熱を懸念した利益確定売りが集中したとみられます。国内の半導体・AI関連株を保有している場合は値動きが大きくなりやすい局面です。ドル円が161円台に高止まりする中、海外資産（米国株・外貨建て投資信託など）の円換算リターンは為替が反転した際に目減りするリスクがある点も意識しておきたいところです。",[15,72489,51],{"id":51},[11,72491,72275],{},{"title":56,"searchDepth":57,"depth":57,"links":72493},[72494,72495,72496],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米国の半導体株急落を受け、24日前場の日経平均は一時600円以上下落。東エレクやディスコが売られ前引けは264円安。161円台のドル円も円高・円安の綱引きが続く。",{},"\u002Freading\u002Farticles\u002F2026-06-24-nikkei-semiconductor-selloff-morning","2026-06-24T13:00:00+09:00",{"title":72445,"description":72497},"reading\u002Farticles\u002F2026-06-24-nikkei-semiconductor-selloff-morning",[73,164],"7G0Ufkk_ZmJZqfJ3SOBUOAmFhWqxd94x7YrSZoqBBAY",{"id":72506,"title":72507,"author":6,"body":72508,"category":62,"dataDate":6,"date":72434,"description":72560,"extension":65,"image":6,"meta":72561,"navigation":67,"path":72562,"publishedAt":72563,"seo":72564,"stem":72565,"tags":72566,"type":6,"updated":6,"__hash__":72567},"articles\u002Freading\u002Farticles\u002F2026-06-24-us-nasdaq-ai-capex-selloff.md","NYナスダック2.21%安・半導体指数7.9%急落——AI設備投資の持続性に疑問符",{"type":8,"value":72509,"toc":72555},[72510,72513,72515,72523,72529,72537,72545,72547,72550,72552],[11,72511,72512],{},"6月23日（NY時間）の米国市場は、ナスダック総合が前日比579.56ポイント（2.21%）安の25,587.04、S&P500が107.32ポイント（1.44%）安の7,365.47で引けた。ダウ平均はほぼ横ばい（-0.09%）だったが、フィラデルフィア半導体指数（SOX）が7.9%急落するなど、AI・半導体関連に集中した売りが主要指数を押し下げた。",[15,72514,17],{"id":17},[11,72516,72517,72518,42],{},"下落の核心にあるのは「AIブームを支える巨額設備投資に、本当に見合うリターンが見込めるのか」という疑念だ。マイクロソフト・グーグル・メタなどのハイパースケーラーが債務を活用してデータセンターに積み上げてきた設備投資（capex）を、市場が改めて問い直す局面に入っている。グローブ・アンド・メール紙が引用したポートフォリオマネジャーは「最近のAI関連ニュースは、これほどの投資が正当化されるのかという疑問を呼んでいる」と述べている（",[22,72519,72522],{"href":72520,"rel":72521},"https:\u002F\u002Fwww.theglobeandmail.com\u002Finvesting\u002Fmarkets\u002Finside-the-market\u002Fmarket-news\u002Farticle-premarket-nasdaq-futures-drop-over-2-as-ai-buildout-costs-fed-rate\u002F",[26],"The Globe and Mail",[11,72524,72525,72526,42],{},"個別では、Nvidiaが4.1%安、MicronとSanDiskがそれぞれ約13%安、IntelやAMD、Marvell Technologyも5〜9%台の下落となった（",[22,72527,72522],{"href":72520,"rel":72528},[26],[11,72530,72531,72532,72536],{},"前日（6月23日の東京市場）ではこの半導体株急落が韓国KOSPIの9.9%暴落（サーキットブレーカー発動）と連鎖し、日経平均も2,565円（3.55%）安の6万9,788円まで売られていた（",[22,72533,315],{"href":72534,"rel":72535},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL235660T20C26A6000000\u002F",[26],"）。NY市場の続落を受け、6月24日の東京市場でも半導体・テック関連株は引き続き売り圧力にさらされやすい状況が続く。",[11,72538,72539,72540,72544],{},"為替では、ドル円が161円台半ばと約40年ぶりの円安水準を維持している。片山財務相とベッセント米財務長官がオンラインで緊急会談を行い、円安加速への警戒感を示したが、目立った介入は確認されていない（",[22,72541,849],{"href":72542,"rel":72543},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F06\u002F23\u002F083640",[26],"）。また、FRBが今年12月に追加利上げを行うとの観測が強まっており、ドル高を下支えする構図が続いている。",[15,72546,45],{"id":45},[11,72548,72549],{},"今回の売りは「AIバブル崩壊」というよりも、2026年初来で急騰した半導体株の高値警戒感が解消される需給調整局面にあたる。一方、FRBの引き締め姿勢と161円台の円安が重なることで輸入物価の上昇が続きやすく、家計の購買力にも引き続き圧力がかかる構図だ。",[15,72551,51],{"id":51},[11,72553,72554],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・為替の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":72556},[72557,72558,72559],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月23日のNY市場でナスダックが2.21%、SOX半導体指数が7.9%下落。AIハイパースケーラーの膨大な設備投資に見合うリターンがあるのかという疑念が半導体株を直撃し、円安161円台も続く。",{},"\u002Freading\u002Farticles\u002F2026-06-24-us-nasdaq-ai-capex-selloff","2026-06-24T09:00:00+09:00",{"title":72507,"description":72560},"reading\u002Farticles\u002F2026-06-24-us-nasdaq-ai-capex-selloff",[164,73],"x89MP6Tn9TvLP5LTiaM0ybmj7-6QhnSWicEy1gn5sGs",{"id":72569,"title":72570,"author":6,"body":72571,"category":62,"dataDate":6,"date":72626,"description":72627,"extension":65,"image":6,"meta":72628,"navigation":67,"path":72629,"publishedAt":72630,"seo":72631,"stem":72632,"tags":72633,"type":6,"updated":6,"__hash__":72634},"articles\u002Freading\u002Farticles\u002F2026-06-23-nikkei-close-ai-selloff-evening.md","日経平均2565円安・終値6万9788円——GoogleのAI人材流出が引き金になった今日の急落を整理する",{"type":8,"value":72572,"toc":72621},[72573,72580,72582,72597,72604,72611,72613,72616,72618],[11,72574,72575,72576,72579],{},"6月23日の東京株式市場は、日経平均株価が前日比2565円58銭（3.55%）安の6万9788円38銭で大引けとなり、9営業日ぶりの大幅反落となった（",[22,72577,315],{"href":72534,"rel":72578},[26],"）。終値ベースでの7万円割れは1週間ぶりで、前日まで8日連続高で積み上げた8000円超の上昇幅の約3割が1日で消えた計算になる。",[15,72581,17],{"id":17},[11,72583,72584,72585,72588,72589,1793,72593,42],{},"下落の直接的なきっかけとして市場で取り沙汰されたのが、米グーグルからAI分野の主要人材2名が流出したという報道だ。これを受けてグーグル株が5%超急落し、マイクロソフトやメタなどテック大手が連れ安。とりわけAI開発の核を担う半導体メーカーへの影響が大きく、韓国では",[33,72586,72587],{},"KOSPIが同日9.9%安","と暴落、サムスン電子とSKハイニックスがそれぞれ12%超下落してサーキットブレーカー（売買一時停止）が発動された（",[22,72590,315],{"href":72591,"rel":72592},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL232TX0T20C26A6000000\u002F",[26],[22,72594,2246],{"href":72595,"rel":72596},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-06-23\u002FTH2KX0T9NJLS00",[26],[11,72598,72599,72600,42],{},"この韓国株の急落が東京市場の投資家心理を大きく悪化させ、後場にかけて先物への手じまい売りが加速した。9日連続高という過熱感が蓄積していた局面だけに、利確の口実として十分な材料となった形だ（",[22,72601,315],{"href":72602,"rel":72603},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB230DMTT20C26A6000000\u002F",[26],[11,72605,72606,72607,72610],{},"背景として、日銀が6月15〜16日に政策金利を0.75%から",[33,72608,72609],{},"1.00%に引き上げ","（1995年以来31年ぶりの水準）しており、金利上昇局面が株式の割引率を高める方向に働いていることも、利確売りの素地になっている。",[15,72612,45],{"id":45},[11,72614,72615],{},"今日の下落は「AI人材1件の報道で市場が崩れた」というより、短期で急騰した分の需給調整が半導体株の材料を口実に一気に進んだ側面が大きい。韓国のKOSPI10%超安という激しい動きはサプライズだったが、日本株は約3.5%安にとどまっており、パニック的な連鎖崩壊とは性格が異なる。NISA等で積立を続けている長期投資家にとっては、上昇が一時中断した局面にあたる。",[15,72617,51],{"id":51},[11,72619,72620],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":72622},[72623,72624,72625],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-23","6月23日の東京市場で日経平均が前日比2565円安の6万9788円と9営業日ぶりに大幅反落し、終値ベースで7万円を割り込んだ。韓国KOSPIが10%急落しサーキットブレーカーが発動される事態となり、連日の歴史的高値更新後の利確売りと重なって下げが加速した。",{},"\u002Freading\u002Farticles\u002F2026-06-23-nikkei-close-ai-selloff-evening","2026-06-23T20:00:00+09:00",{"title":72570,"description":72627},"reading\u002Farticles\u002F2026-06-23-nikkei-close-ai-selloff-evening",[73,164],"BYsROCAcPJ0j_UmZ-7l8bTOFzcybz6oqU2QmIqqhivE",{"id":72636,"title":72637,"author":6,"body":72638,"category":62,"dataDate":6,"date":72626,"description":72698,"extension":65,"image":6,"meta":72699,"navigation":67,"path":72700,"publishedAt":72701,"seo":72702,"stem":72703,"tags":72704,"type":6,"updated":6,"__hash__":72705},"articles\u002Freading\u002Farticles\u002F2026-06-23-nikkei-9day-reversal-boj-1pct.md","日経平均が前場に9日ぶり大幅反落――日銀が31年ぶり政策金利1%、住宅ローンへの波及は秋以降",{"type":8,"value":72639,"toc":72693},[72640,72652,72654,72665,72668,72683,72685,72688,72690],[11,72641,72642,72643,72647,72648,42],{},"6月23日の東京株式市場・前場は、日経平均株価が前日比642円29銭安の7万1711円67銭と9営業日ぶりに大幅反落して引けた（",[22,72644,1713],{"href":72645,"rel":72646},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755360",[26],"）。米国の半導体株指数（SOX指数）高を受けて朝方は買いが先行したが、連日高値更新が続いていただけに利益確定売りが優勢となり、後場にはさらに下げ幅が拡大して一時1000円超安となった（",[22,72649,1713],{"href":72650,"rel":72651},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755368",[26],[15,72653,17],{"id":17},[11,72655,72656,72657,72660,72661,72664],{},"今回の急落の底流にあるのが、日銀が6月15〜16日の金融政策決定会合で行った追加利上げだ。政策金利を0.75%から",[33,72658,72659],{},"1.0%に引き上げ","（賛成7・反対1）、1995年以来31年ぶりの高水準となった（",[22,72662,28915],{"href":6015,"rel":72663},[26],"）。利上げの根拠は、3年連続で確認された歴史的な賃上げ水準と、1ドル160円を超える円安・物価上振れリスクへの対応だ。",[11,72666,72667],{},"金利上昇は株式市場の割引率を高め、特に成長株や不動産株など金利感応度の高い銘柄の評価を押し下げる方向に働く。9日連続高という過熱感が重なり、利益確定の口実になりやすい局面だった。",[11,72669,72670,72671,72674,72675,72678,72679,72682],{},"家計への直接的な波及として注目されるのが住宅ローンだ。変動金利型は今回の利上げを受けて",[33,72672,72673],{},"2026年10月ごろに約0.25%程度引き上げられ、既存借り手の返済額への反映は2027年1月以降","になる見通し（",[22,72676,1754],{"href":511,"rel":72677},[26],"）。次の利上げは野村証券が2026年12月をメインシナリオとしており（",[22,72680,1063],{"href":926,"rel":72681},[26],"）、変動金利の上昇圧力はしばらく続く可能性がある。",[15,72684,45],{"id":45},[11,72686,72687],{},"今回の下落は急騰後の需給調整とみられ、パニック的な売りとは性格が異なる。一方で日銀の利上げ局面が続く見通しである以上、住宅ローン変動金利の上昇は秋以降に家計の実感として出てくる。借入残高の大きい方は金利タイプの見直しを早めに検討しておく価値があるかもしれない。",[15,72689,51],{"id":51},[11,72691,72692],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・金利の動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":72694},[72695,72696,72697],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月23日前場に日経平均が9日ぶり反落し前引け642円安。日銀が6月15〜16日に政策金利を0.75%から1.0%（1995年以来の水準）に引き上げた後の利益確定局面とみられ、変動金利型住宅ローンへの転嫁は2026年10月前後となる見通し。",{},"\u002Freading\u002Farticles\u002F2026-06-23-nikkei-9day-reversal-boj-1pct","2026-06-23T13:00:00+09:00",{"title":72637,"description":72698},"reading\u002Farticles\u002F2026-06-23-nikkei-9day-reversal-boj-1pct",[73,236],"WACUaYlJaUrMOCaYNaoeM9kZI9VR4oYWMaAQo6c6y4k",{"id":72707,"title":72708,"author":6,"body":72709,"category":73,"dataDate":73312,"date":72626,"description":73313,"extension":65,"image":6,"meta":73314,"navigation":67,"path":73315,"publishedAt":73316,"seo":73317,"stem":73318,"tags":73319,"type":52077,"updated":6,"__hash__":73321},"articles\u002Freading\u002Farticles\u002Fnikkei-cnbc-72000-daiwa-80000-sox-review.md","【検証】日経CNBC「初の7万2000円台・大和8万円・米SOX2倍」は本当か──6月22日の大引け解説をデータでレビュー",{"type":8,"value":72710,"toc":73299},[72711,72726,72741,72743,72754,72756,72762,72812,72816,72819,72986,72995,72999,73026,73031,73033,73043,73045,73129,73133,73135,73161,73168,73190,73192,73218,73220,73268,73273,73275,73294],[11,72712,72713,72714,72717,72718,72721,72722,72725],{},"日経CNBCの株式番組「TOKYO CLOSING BELL（大引け解説）」2026年6月22日(月)放送回は、日経QUICKニュース社の張間正義氏（聞き手は曽根純恵キャスター）が、史上初の7万2000円台に乗せた日経平均の大引けを読み解く約15分の回です。論点は",[33,72715,72716],{},"「8日続伸・初の7万2000円台」「AI・半導体株の一強と緩和的な金融環境」「大和証券が26年末予想を8万円へ引き上げ」「米SOX指数が年初来2倍」「TOTO・ファナック・安川電機の上昇」","へと広がります。本記事では、番組で語られた数字や歴史の引用を、",[33,72719,72720],{},"当メディアが記録した同日の市場データと一次情報","で検証します。結論を先に言えば、",[33,72723,72724],{},"当日の相場の事実関係（終値・8連騰・TOPIX最高値・上昇の材料）は当メディアの記録とぴたりと一致","します。一方で「大和8万円」「SOX2倍」「マイクロン6回中5回下落」などは解説者のハウスビュー・独自集計で、強気と弱気の材料が同居している点に注意が要ります。「39年ぶり」は前回のレビュー同様、1986年以来＝約38年ぶりへの補正が必要です。",[50961,72727,72728,72733],{},[11,72729,72730,72732],{},[33,72731,50967],{}," 当日の大引けの事実関係（終値7万2353円・8日続伸・TOPIXも最高値・上昇の材料は米イラン合意とAI半導体への資金集中）は、当メディアの記録と完全に一致し、速報性と整理は的確。一方で「大和8万円」「SOX年初来2倍＝1999年以来」「マイクロン決算は6回中5回下落」といった強弱の数字は、解説者のハウスビュー・独自集計であって確定した予測ではない。「39年ぶり」は1986年以来＝約38年ぶりが正確。",[11,72734,72735,72737,72738,72740],{},[33,72736,50977],{}," その日のAI・半導体一強相場の「主役と背景」を、プロの目線で手早くつかみたい人。 ",[33,72739,50981],{}," 「大和8万円」「SOX2倍」を、近い将来の確定値や売買の根拠にしたい人。",[15,72742,50998],{"id":50998},[51000,72744,72751],{"cast":72745,"date":72746,"theme":72747,"thumb":72748,"title":72749,"url":72750},"張間正義氏（日経QUICKニュース社 記者・解説）／曽根純恵（日経CNBCキャスター・聞き手）","2026年6月22日(月)放送（日経CNBC・TOKYO CLOSING BELL）","日経8日続伸・初の7万2000円台／AI半導体一強と緩和的な金融環境／大和8万円・JPモルガン7万5000円／米SOX2倍・マイクロン決算／TOTO・ファナック・安川電機","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FeUuxIRE7IIU\u002Fhqdefault.jpg","【6月22日(月)東京株式市場】日経平均株価は史上最高値更新📈初の7万2000円台突破／大和証券、日経平均26年末予想を8万円に引き上げ／TOTO・ファナック・安川電機が上昇／米SOX年初来から2倍","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=eUuxIRE7IIU",[11,72752,72753],{},"日々の大引け（クロージングベル）を解説する約15分の番組回。強気の材料（最高値・目標引き上げ）と、慎重な材料（SOX2倍の歴史・マイクロン決算）を同じ尺で並べる、速報性重視の構成です。",[15,72755,51018],{"id":51017},[11,72757,72758,72759],{},"約15分の解説を、論点ごとに1〜2文で要約します。",[51023,72760,72761],{},"※見出しは概要欄の目次、要約は放送内容に基づきます。",[51027,72763,72764,72771,72778,72785,72791,72798,72805],{},[51030,72765,72768],{"title":72766,"ts":72767},"日経平均・TOPIX・グロース市場の動き","00:22",[11,72769,72770],{},"朝方は240円ほど下げたが切り返し、上げ幅は一時1500円近くに。日経平均は8日続伸で先週末の最高値を更新、TOPIXも反発、グロース市場250指数は3%超の大幅反発。米イランが「60日ロードマップ」で戦闘終結に合意したとの報道も材料に。",[51030,72772,72775],{"title":72773,"ts":72774},"AI・半導体関連株の強さ──FOMOと緩和的な金融環境","01:13",[11,72776,72777],{},"買われたのは先週・先々週と同じAI・半導体関連。「業績拡大は確実なのに買えていない人が多く、FOMOのフルスイング」（張間氏）。背景にゴールドマンの金融環境指数（FCI）を挙げ、米国は2023年7月の利上げ終了後、日本は2022年のYCC拡大後、ともに低下＝緩和的でお金が余っていると説明。",[51030,72779,72782],{"title":72780,"ts":72781},"大和証券が目標株価引き上げ──年末8万円へ","04:15",[11,72783,72784],{},"大和証券が日経平均の目標水準を26年末8万円・27年3月末8万3000円へ引き上げ（引用許可済み）。AI関連の好業績を織り込む余地と、長期投資家の存在感拡大が理由。JPモルガンも7万5000円へ引き上げており、大手のハウスビュー上方修正が相次ぐ。出遅れ半導体として野村証券の「隠れ半導体」リストにも言及。",[51030,72786,72788],{"title":72787,"ts":30510},"ヒートマップ確認──大幅高でも値上がりは半分",[11,72789,72790],{},"東証プライムの値上がり813に対し値下がり699。日経平均が1000円以上上げても値上がりは全体の半分程度で、上昇の偏りが続く。米SOX指数は先週木曜に年初来2倍。前回2倍は1999年で、翌2000年はバブル崩壊だったと警戒材料にも触れる。",[51030,72792,72795],{"title":72793,"ts":72794},"TOTO・ファナック・安川電機が上昇","09:57",[11,72796,72797],{},"TOTOは半導体製造装置向け部材に今後5年で800億円を投資するとの日経報道が材料（4月末にもストップ高）。安川電機は上場来高値、ファナックも買われる。政府の「フィジカルAI」成長戦略（今後14年で10兆5000億円）を背景に「国策に売りなし」との見方。",[51030,72799,72802],{"title":72800,"ts":72801},"【大引け】日経平均・TOPIX終値","10:45",[11,72803,72804],{},"日経平均は8日続伸で終値7万2353円、初の7万2000円台。TOPIXも反発し最高値更新。売買代金は約8兆8872億円。AI半導体関連が引き続き主役で、8連騰は2023年9月以来の長期記録に。",[51030,72806,72809],{"title":72807,"ts":72808},"今週のイベント・米国市場の見通し","12:18",[11,72810,72811],{},"今週は株主総会が集中し受給は良好、配当再投資の買いも。一方で米国は上半期末のリバランスで、JPモルガン推計の1500億ドル規模の売りが月末にかけ出るとの見方。ドル円は162円が迫り「39年ぶり高値に迫る」と表現、日銀は来年4月にQT停止を予定とブレーキとアクセルに触れる。",[15,72813,72815],{"id":72814},"独自検証解説の主張は本当かデータと突き合わせた","【独自検証】解説の主張は本当か？データと突き合わせた",[11,72817,72818],{},"番組内で数字や事実が確かめられる主張を、当メディアの市場記録と一次情報で検証しました。",[13939,72820,72821],{},[2752,72822,72823,72834],{},[2755,72824,72825],{},[2758,72826,72827,72830,72832],{},[2761,72828,72829],{},"番組の主張",[2761,72831,51111],{},[2761,72833,51114],{},[2768,72835,72836,72848,72860,72872,72884,72896,72909,72922,72934,72947,72960,72973],{},[2758,72837,72838,72841,72844],{},[2773,72839,72840],{},"日経平均は8日続伸、終値で初の7万2000円台（前週末比+1100円超）",[2773,72842,72843],{},"6月22日終値は7万2,353円96銭（前週末比+1,103円90銭・+1.55%）で8連騰、終値ベース初の7万2000円台。当メディアの記録と一致。",[2773,72845,72846],{},[51128,72847,51131],{"type":51130},[2758,72849,72850,72853,72856],{},[2773,72851,72852],{},"TOPIXも反発して最高値を更新、日経と同時に最高値",[2773,72854,72855],{},"6月22日にTOPIXは反発し、両指数がそろって終値ベースの過去最高値を更新。一致。",[2773,72857,72858],{},[51128,72859,51131],{"type":51130},[2758,72861,72862,72865,72868],{},[2773,72863,72864],{},"上昇の材料は米イランの「60日ロードマップ」終結合意とAI半導体への資金集中",[2773,72866,72867],{},"米イランが60日以内の最終合意に向け一致との報道で、AI・半導体関連に海外勢の先物買い。整合。",[2773,72869,72870],{},[51128,72871,51131],{"type":51130},[2758,72873,72874,72877,72880],{},[2773,72875,72876],{},"8連騰は2023年9月以来の長期記録",[2773,72878,72879],{},"当メディアの記録では「2023年8〜9月以来」。月の取り方が1か月ずれるが大枠は同じ。",[2773,72881,72882],{},[51128,72883,51160],{"type":51130},[2758,72885,72886,72889,72892],{},[2773,72887,72888],{},"大幅高でも値上がりは全体の半分（値上がり813・値下がり699）",[2773,72890,72891],{},"当メディアの記録でも値上がり813・値下がり699。上昇の偏り（指数格差）は事実。",[2773,72893,72894],{},[51128,72895,51131],{"type":51130},[2758,72897,72898,72901,72904],{},[2773,72899,72900],{},"大和証券が26年末目標を8万円・27年3月末8万3000円へ引き上げ（JPモルガンも7万5000円）",[2773,72902,72903],{},"番組と概要欄に基づく各社のハウスビュー（目標水準）。あくまで前提次第で動く予想であり、確定値ではない。",[2773,72905,72906],{},[51128,72907,72908],{"type":51232},"△ 予想・house view",[2758,72910,72911,72914,72917],{},[2773,72912,72913],{},"キオクシアは初の11万円台・年初来10倍、JPモルガンが目標を15万5000円へ",[2773,72915,72916],{},"AI一強の象徴という大枠は当メディアのナラティブと整合。10倍・目標額の具体値は番組内の数値で本記事では未確認。",[2773,72918,72919],{},[51128,72920,72921],{"type":51232},"△ 一部未確認",[2758,72923,72924,72927,72930],{},[2773,72925,72926],{},"米SOX指数が先週木曜に年初来2倍。前回2倍は1999年で翌2000年にバブル崩壊",[2773,72928,72929],{},"1999年に半導体株が急騰し、翌2000年がドットコム崩壊という歴史の大枠は妥当。2026年の「2倍」は番組内の数値。",[2773,72931,72932],{},[51128,72933,52690],{"type":51130},[2758,72935,72936,72939,72942],{},[2773,72937,72938],{},"マイクロンの決算直後、過去6回中マイクロン株が上がったのは1回・5回下落",[2773,72940,72941],{},"解説者の独自集計で本記事では裏取りできない。位置が高いという文脈の補強材料という整理。",[2773,72943,72944],{},[51128,72945,72946],{"type":51232},"△ 要確認",[2758,72948,72949,72952,72955],{},[2773,72950,72951],{},"TOTOは半導体製造装置向け部材に5年で800億円投資（日経報道）、4月末にストップ高",[2773,72953,72954],{},"報道ベースの個別材料で本記事では未確認だが、半導体素材の設備投資という筋は通る。",[2773,72956,72957],{},[51128,72958,72959],{"type":51232},"△ 報道ベース・未確認",[2758,72961,72962,72965,72968],{},[2773,72963,72964],{},"安川電機・ファナックは政府「フィジカルAI」成長戦略（14年で10兆5000億円）が追い風",[2773,72966,72967],{},"政策の規模・年数は番組内の数値で本記事では未確認。「国策に売りなし」は相場格言。",[2773,72969,72970],{},[51128,72971,72972],{"type":51232},"△ 未確認",[2758,72974,72975,72978,72981],{},[2773,72976,72977],{},"ドル円は162円が迫る「39年ぶり高値」",[2773,72979,72980],{},"162円接近は事実（当メディアの記録でも東京前場は161円台後半）。ただし年数が過大で、正しくは1986年以来＝約38年ぶり。",[2773,72982,72983],{},[51128,72984,72985],{"type":51232},"△ 数字ずれ",[11,72987,51452,72988,51456,72990,72992,72993,52775],{},[51128,72989,51455],{"type":51130},[51128,72991,51459],{"type":51232}," 予想・観測段階／数字ずれ・未確認 ／ ",[51128,72994,51463],{"type":51338},[15,72996,72998],{"id":72997},"数字で見る6月22日の大引け","数字で見る「6月22日の大引け」",[51470,73000,73001,73007,73013,73020],{},[51473,73002,73004],{"unit":56704,"value":73003},"72,353.96",[11,73005,73006],{},"6月22日の日経平均終値。8日続伸で連日の史上最高値（前場高値は7万2,648円）",[51473,73008,73010],{"unit":51482,"value":73009},"+1.55",[11,73011,73012],{},"前週末比（+1,103円90銭）。同日の値上がり813・値下がり699",[51473,73014,73017],{"unit":73015,"value":73016},"万円","8",[11,73018,73019],{},"大和証券が引き上げた26年末予想（JPモルガンは7万5000円）",[51473,73021,73023],{"unit":52784,"value":73022},"約2",[11,73024,73025],{},"米SOX指数の年初来上昇（動画時点）。前回の2倍は1999年",[11,73027,73028],{},[51023,73029,73030],{},"※日経平均・売買高は当メディアの大引け記録（公表値ベース）、目標株価・SOXの倍率は番組内で示された各社・解説者の数値です。",[8668,73032,51507],{"id":51507},[51509,73034,73035,73037,73041],{},[51512,73036,51525],{"href":51523,"note":51524},[51512,73038,73040],{"href":73039,"note":51524},"\u002Freading\u002Farticles\u002Fwhy-yen-weakens\u002F","なぜ円安になるのか",[51512,73042,52821],{"href":52820,"note":51515},[15,73044,51529],{"id":51528},[13939,73046,73047],{},[2752,73048,73049,73059],{},[2755,73050,73051],{},[2758,73052,73053,73055,73057],{},[2761,73054,51540],{},[2761,73056,30225],{},[2761,73058,51546],{},[2768,73060,73061,73072,73085,73096,73107,73118],{},[2758,73062,73063,73067,73069],{},[2773,73064,73065],{},[51554,73066,51595],{},[2773,73068,51598],{},[2773,73070,73071],{},"半導体メモリ。初の11万円台・年初来10倍、JPモルガンが目標を15万5000円へ。AI一強の象徴",[2758,73073,73074,73079,73082],{},[2773,73075,73076],{},[51554,73077,73078],{},"5332",[2773,73080,73081],{},"TOTO",[2773,73083,73084],{},"半導体製造装置向け部材に5年で800億円投資（日経報道）。4月末にもストップ高",[2758,73086,73087,73091,73093],{},[2773,73088,73089],{},[51554,73090,68168],{},[2773,73092,68171],{},[2773,73094,73095],{},"サーボ・産業用ロボット。「フィジカルAI」国策を材料に上場来高値",[2758,73097,73098,73102,73104],{},[2773,73099,73100],{},[51554,73101,54442],{},[2773,73103,54445],{},[2773,73105,73106],{},"FA・ロボット。同じく国策テーマで買われた側",[2758,73108,73109,73113,73115],{},[2773,73110,73111],{},[51554,73112,43711],{},[2773,73114,43714],{},[2773,73116,73117],{},"AI一強相場の象徴。日経平均の押し上げに寄与",[2758,73119,73120,73124,73126],{},[2773,73121,73122],{},[51554,73123,41737],{},[2773,73125,41740],{},[2773,73127,73128],{},"半導体素材（ABFフィルム）の「隠れ半導体」。野村の出遅れリストの一例",[11,73130,73131],{},[51023,73132,51632],{},[15,73134,51636],{"id":51635},[51638,73136,73137,73149],{},[51641,73138,73139,73141],{"tone":51643},[51645,73140,51648],{"id":51647},[443,73142,73143,73146],{},[446,73144,73145],{},"「7万2000円はAI・半導体株の一強で、大幅高でも値上がりは全体の半分」という現状認識は、当メディアの記録（値上がり813・値下がり699）や日経／TOPIXの指数格差の流れとよく整合する",[446,73147,73148],{},"「金融環境が世界的に緩和的でお金が余り、いい材料が出ると半導体株に資金が集中する」という構造説明は、金融環境指数（FCI）の読み方として妥当",[51641,73150,73151,73153],{"tone":51671},[51645,73152,51675],{"id":51674},[443,73154,73155,73158],{},[446,73156,73157],{},"「大和8万円」「SOX2倍→バブル」「マイクロン6回中5回下落」など、強気・弱気どちらの数字も解説者の見立て・ハウスビューや独自集計で、確定した事実ではない。特に目標株価は前提が変われば動く",[446,73159,73160],{},"「39年ぶり」は、正しくは1986年以来＝約38年ぶり。162円接近は事実（東京前場は161円台後半）だが、歴史的円安という方向が正しくても年数の精度には注意",[51704,73162,73163],{},[11,73164,73165,73167],{},[33,73166,51710],{}," この大引け解説から持ち帰るべきは「だから半導体株を買え」ではなく、3つの\"確かめる習慣\"です。①「日経7万2000円」は指数の話で、同じ日に値下がり銘柄が699（約4割）もあった——自分の保有がTOPIX型やオルカン（全世界株式）なら、体感は数字ほど良くない可能性がある。②同じ解説の中に「大和8万円」「SOX2倍」という強気の材料と、「マイクロンは6回中5回下落」「SOX2倍の翌年は2000年のバブル崩壊」という弱気の材料が同居している——どちらか片方だけを切り取らない。③「39年ぶり」「162円」のような\"○年ぶり\"や水準は、基準（いつ・どの時間の値か）を必ず確認する。実際、ここでも「39年→38年（1986年以来）」の補正が要りました。",[51734,73169,73170,73180],{},[51737,73171,73172],{"title":51739,"tone":51740},[443,73173,73174,73177],{},[446,73175,73176],{},"その日のAI・半導体一強相場の「主役と背景」を、プロの目線で手早く把握したい人",[446,73178,73179],{},"大和・JPモルガンのハウスビューや、SOX2倍・マイクロン決算といった今週の論点を一気に押さえたい人",[51737,73181,73182],{"title":51754,"tone":51755},[443,73183,73184,73187],{},[446,73185,73186],{},"「大和8万円」「SOX2倍」を、将来の確定値や売買の根拠としてそのまま使いたい人",[446,73188,73189],{},"動画内の個別数字（10倍・800億円・6回中5回など）を、裏取りなしに事実として引用したい人",[15,73191,51774],{"id":51774},[51776,73193,73194,73200,73206,73212],{},[51779,73195,73197],{"q":73196},"日経平均が7万2000円でも、自分の投信があまり増えないのはなぜ？",[11,73198,73199],{},"上昇がAI・半導体の一部大型株に偏っているためです。6月22日も日経平均は大幅高でしたが、東証プライムの値上がりは813に対し値下がりは699と、約4割が下げていました。AI関連の比重が低いTOPIX型やオルカン（全世界株式）では、日経平均の数字ほど好調ではない局面があり得ます。",[51779,73201,73203],{"q":73202},"大和証券の「日経平均8万円」は当たりますか？",[11,73204,73205],{},"これは大和証券のハウスビュー（目標水準）で、AI関連の好業績を織り込む余地があるという前提に立った予想です。JPモルガンも7万5000円へ引き上げましたが、いずれも前提が変われば動く見通しであり、確定値ではありません。「強気のシナリオが出た」という事実と、「その通りになる」かどうかは分けて受け取るのが安全です。",[51779,73207,73209],{"q":73208},"「米SOXが2倍」「翌年は2000年のバブル崩壊」は危険信号ですか？",[11,73210,73211],{},"SOX（フィラデルフィア半導体指数）が年初来で大きく上げているのは強さの裏返しですが、解説者自身が「前回2倍になった1999年の翌年は2000年のドットコム崩壊だった」と警戒材料にも触れています。同じ解説の中に強気と弱気の両方の材料がある、と受け止めるのが安全です。",[51779,73213,73215],{"q":73214},"ドル円「39年ぶり高値」は正確ですか？",[11,73216,73217],{},"水準（160円台）と「1980年代以来の歴史的円安」という方向は正しいですが、年数はやや過大です。近年の最安値は2024年の約161.95円で、これは1986年以来＝約38年ぶりの水準でした。「約38年ぶり（1986年以来）」が正確な表現です。なお当メディアの記録では、6月22日の東京前場は161円台後半でした。",[15,73219,51833],{"id":51832},[51835,73221,73222],{},[10814,73223,73224,73231,73238,73245,73252,73260],{},[446,73225,51841,73226,73230],{},[22,73227,73229],{"href":72750,"rel":73228},[26],"【6月22日(月)東京株式市場】日経平均株価は史上最高値更新／大和証券、26年末予想を8万円に引き上げ／米SOX年初来から2倍（日経CNBC 公式チャンネル・YouTube）"," 2026\u002F6\u002F22放送（解説：日経QUICKニュース社 張間正義氏／聞き手：曽根純恵）",[446,73232,73233,73234],{},"6\u002F22大引け（終値7万2353円・8連騰・TOPIX最高値・値上がり813\u002F値下がり699）：",[22,73235,73237],{"href":73236},"\u002Freading\u002Farticles\u002F2026-06-22-nikkei-close-8day-streak-topix-high\u002F","大引け総括｜日経平均8連騰・7万2353円 TOPIXともに終値最高値（当メディア）",[446,73239,73240,73241],{},"6\u002F22前場（取引時間中初の7万2000円台・前場高値7万2648円・ドル円161円台後半）：",[22,73242,73244],{"href":73243},"\u002Freading\u002Farticles\u002F2026-06-22-nikkei-72000-yen-161-noon\u002F","前場速報｜日経平均が初の7万2000円台・8日続伸（当メディア）",[446,73246,73247,73248],{},"日経／TOPIXの指数格差：",[22,73249,73251],{"href":73250},"\u002Freading\u002Farticles\u002F2026-06-19-nikkei-7days-topix-divergence\u002F","日経平均7日続伸・前場71,314円 ─ TOPIXは反落、\"指数格差\"が浮き彫りに（当メディア）",[446,73253,73254,73255],{},"ドル円の歴史的安値（1986年以来＝約38年ぶり）：",[22,73256,73259],{"href":73257,"rel":73258},"https:\u002F\u002Fwww.spglobal.com\u002Fmarket-intelligence\u002Fen\u002Fnews-insights\u002Farticles\u002F2024\u002F6\u002Fyen-weakens-to-near-38-year-low-as-odds-of-another-government-intervention-rise-82210534",[26],"Yen weakens to near 38-year low（S&P Global Market Intelligence）",[446,73261,73262,73263],{},"ITバブルの天井（2000年3月・半導体株の過熱）：",[22,73264,73267],{"href":73265,"rel":73266},"https:\u002F\u002Fwww.goldmansachs.com\u002Four-firm\u002Fhistory\u002Fmoments\u002F2000-dot-com-bubble",[26],"2000 Dot-Com Bubble（Goldman Sachs）",[11,73269,73270],{},[51023,73271,73272],{},"※ 番組の発言の引用・要約は放送内容（自動字幕を含む）に基づきます。本記事は動画の主張を公開情報・当メディアの市場記録で検証したものであり、将来の相場・株価・為替を保証するものではありません。",[15,73274,52009],{"id":52009},[52011,73276,73277,73282,73288],{},[52014,73278,73280],{"cat":52031,"desc":73279,"href":53213},"同じAI一強・円安・AIバブルのテーマ。エミン×永濱の対談をデータ検証",[11,73281,53216],{},[52014,73283,73285],{"cat":52016,"desc":73284,"href":73236},"この動画と同じ6\u002F22の大引けを、当メディアの速報として総括",[11,73286,73287],{},"日経平均8連騰・7万2353円 TOPIXともに終値最高値",[52014,73289,73291],{"cat":52039,"desc":73290,"href":73039},"動画でも触れた円安と162円。仕組みを基礎からやさしく解説",[11,73292,73293],{},"なぜ円安になるのか──仕組みを基礎から",[50984,73295,73296],{},[11,73297,73298],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動き・為替は予測できません。記載の数値は本記事のデータ基準日（2026年6月22日）時点の放送・報道・統計に基づきます。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":73300},[73301,73302,73303,73304,73307,73308,73309,73310,73311],{"id":50998,"depth":57,"text":50998},{"id":51017,"depth":57,"text":51018},{"id":72814,"depth":57,"text":72815},{"id":72997,"depth":57,"text":72998,"children":73305},[73306],{"id":51507,"depth":8742,"text":51507},{"id":51528,"depth":57,"text":51529},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"2026-06-22","日経CNBC「TOKYO CLOSING BELL」6月22日(月)の大引け解説で、日経QUICKの張間正義氏が語った「日経平均8日続伸・初の7万2000円台」「大和証券が26年末8万円へ目標引き上げ」「米SOX指数が年初来2倍＝1999年以来」を、当メディアの市場記録と一次情報で検証します。",{},"\u002Freading\u002Farticles\u002Fnikkei-cnbc-72000-daiwa-80000-sox-review","2026-06-23T12:00:00+09:00",{"title":72708,"description":73313},"reading\u002Farticles\u002Fnikkei-cnbc-72000-daiwa-80000-sox-review",[73,164,28600,73320],"yen","oOhTUuK4_PwDjtQMN2blLRcw11MojOTHTFkaGgldAgA",{"id":73323,"title":73324,"author":6,"body":73325,"category":62,"dataDate":6,"date":72626,"description":73379,"extension":65,"image":6,"meta":73380,"navigation":67,"path":73381,"publishedAt":73382,"seo":73383,"stem":73384,"tags":73385,"type":6,"updated":6,"__hash__":73386},"articles\u002Freading\u002Farticles\u002F2026-06-23-iran-oil-drop-yen-161.md","原油3%超下落でも円安161円が壁――米イラン協議進展の恩恵が家計まで届くか",{"type":8,"value":73326,"toc":73374},[73327,73335,73337,73345,73357,73365,73367,73370,73372],[11,73328,73329,73330,42],{},"22日のニューヨーク市場は、米国とイランの核・停戦交渉で「顕著な進展（encouraging progress）」との共同声明が発表され、米財務省がイラン産石油の輸出制裁を60日間停止する措置を発動したと伝わったことで、原油先物が急落しました。ブレント原油は前日比3.5%超下落し、1バレル77.7ドル台まで値を下げています（",[22,73331,73334],{"href":73332,"rel":73333},"https:\u002F\u002Fwww.aljazeera.com\u002Fnews\u002F2026\u002F6\u002F22\u002Fus-partially-lifts-iran-oil-sanctions-amid-encouraging-talks",[26],"Al Jazeera",[15,73336,17],{"id":17},[11,73338,73339,73340,42],{},"株式相場はまちまちで終了しました。ダウ工業株30種平均が0.44%高、S&P500が0.12%高だった一方、ナスダック総合は0.27%安とハイテク株が小幅に売られました。ラッセル2000は2.12%上昇し、初めて3,000ポイントの節目を突破。中小型株への資金シフトが目立ちました（",[22,73341,73344],{"href":73342,"rel":73343},"https:\u002F\u002Fwww.thestreet.com\u002Fstock-market-today\u002Fstock-market-today-dow-jones-sp-500-nasdaq-updates-june-22-2026",[26],"TheStreet, June 22",[11,73346,73347,73348,73352,73353,42],{},"為替市場では、NY時間の深夜に日米財務相が会談したとの報道を受けてドル円に急速な売りが入り、一時161円10銭付近まで下落する場面がありました（",[22,73349,332],{"href":73350,"rel":73351},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371007",[26],"）。ただしその後は161円台後半に戻しており、1986年12月以来の円安水準圏での推移が続いています（",[22,73354,315],{"href":73355,"rel":73356},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2205O0S6A620C2000000\u002F",[26],[11,73358,73359,73360,73364],{},"片山財務相は22日夜にベセント米財務長官と意見交換し、歴史的な円安水準が続く外国為替市場と最先端AIの動向について協議したことが伝わっています（",[22,73361,332],{"href":73362,"rel":73363},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F371003",[26],"）。市場では「いつ介入があってもおかしくない」との警戒感が高まっているものの、介入の持続効果については懐疑的な見方も根強い状況です。",[15,73366,45],{"id":45},[11,73368,73369],{},"原油価格の大幅下落はガソリン・電気・都市ガスといったエネルギーコストを下押しする方向に働きますが、ドル円が161円台に張り付いている間は、円換算での輸入価格への恩恵は相当程度が相殺されます。日米金利差が縮まらないうちは円安基調の反転には相応の材料が必要であり、今週25日（木）発表予定の米PCEデフレーター（5月分）がFRBの利下げ時期を測るうえで次の注目点となりそうです。",[15,73371,51],{"id":51},[11,73373,1136],{},{"title":56,"searchDepth":57,"depth":57,"links":73375},[73376,73377,73378],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"22日の米国市場は原油急落（ブレント3.5%安）に支えられダウ小幅高、ナスダックはわずかに軟化。米イランが石油制裁の一部解除で合意した一方、ドル円は161円台と歴史的な円安水準が続き、国内エネルギー価格への恩恵は限定的になりうる状況です。",{},"\u002Freading\u002Farticles\u002F2026-06-23-iran-oil-drop-yen-161","2026-06-23T09:00:00+09:00",{"title":73324,"description":73379},"reading\u002Farticles\u002F2026-06-23-iran-oil-drop-yen-161",[73,236],"gdUgBwMCR5yzTzrGL9RPDmTGdjimLFcqNtrRZ2MFwQw",{"id":73388,"title":73389,"author":6,"body":73390,"category":62,"dataDate":6,"date":73312,"description":73467,"extension":65,"image":6,"meta":73468,"navigation":67,"path":73469,"publishedAt":73470,"seo":73471,"stem":73472,"tags":73473,"type":6,"updated":6,"__hash__":73474},"articles\u002Freading\u002Farticles\u002F2026-06-22-nikkei-close-8day-streak-topix-high.md","大引け総括｜日経平均8連騰・7万2353円 TOPIXともに終値最高値",{"type":8,"value":73391,"toc":73462},[73392,73395,73397,73402,73428,73434,73447,73453,73455,73458,73460],[11,73393,73394],{},"22日の東京株式市場は、日経平均株価が8営業日連続で上昇し、終値として初めて7万2,000円台に乗せました。前場の高値（7万2,648円）からは後場に押す場面もありましたが、引けにかけて底堅さを維持。日本株の代表的な2指数がそろって最高値を更新した一日となりました。",[15,73396,17],{"id":17},[11,73398,73399],{},[33,73400,73401],{},"東京市場・大引け（6月22日）",[443,73403,73404,73413,73419],{},[446,73405,73406,73408,73409,1714],{},[33,73407,51624],{},": 7万2,353円96銭（前週末比+1,103円90銭・+1.55%）（",[22,73410,315],{"href":73411,"rel":73412},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL224MP0S6A620C2000000\u002F",[26],[446,73414,73415,73418],{},[33,73416,73417],{},"連騰数",": 8日続伸。2023年8〜9月以来の記録で、この8営業日の上昇幅は約8,000円にのぼる",[446,73420,73421,73423,73424,1714],{},[33,73422,1701],{},": 日経平均と同じ22日に反発し、両指数がそろって終値ベースの過去最高値を更新（",[22,73425,1713],{"href":73426,"rel":73427},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755253",[26],[11,73429,73430,73431,42],{},"上昇の主な背景は、米国とイランが「60日以内の最終合意に向けたロードマップ」で一致したとの報道です。中東情勢の不透明感が和らいだことで投資家心理がリスク選好に傾き、AI・半導体関連株を中心に海外投資家の先物買いが続きました（",[22,73432,315],{"href":73411,"rel":73433},[26],[11,73435,73436,73437,73441,73442,42],{},"外国為替市場では東京時間を通じてドル円が1ドル161円台前半で推移しました（",[22,73438,861],{"href":73439,"rel":73440},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_22_usdjpy\u002F",[26],"）。日銀は今月すでに政策金利を1.0%へ引き上げましたが、FRBが今年中の利上げを示唆するタカ派姿勢を維持しており、日米金利差が円安圧力を残しています（",[22,73443,73446],{"href":73444,"rel":73445},"https:\u002F\u002Fasahi.gakujo.ne.jp\u002Fcommon_sense\u002Fmorning_paper\u002Fdetail\u002Fid=4327",[26],"週間ニュースまとめ6\u002F15〜21・朝日学情",[11,73448,73449,73452],{},[33,73450,73451],{},"今週の注目点",": 6月25日（木）には米5月PCEデフレーターと第1四半期GDP確報値の発表が予定されています。インフレ指標が予想を上回ればドル買い圧力が再び強まる可能性があります。",[15,73454,45],{"id":45},[11,73456,73457],{},"NISA口座で国内株や全世界株インデックスを積み立てている人には、株高・円安のどちらも評価額を押し上げる方向に働く局面です。一方で161円台の円安が続くかぎり、エネルギー・食料品の輸入コストの高止まりが家計負担を押し上げる構図は変わりません。8営業日で約8,000円という異例の急騰ペースには「過熱感」を指摘する声もあり、今週の米指標次第で上値の軽重が試されそうです。",[15,73459,51],{"id":51},[11,73461,1136],{},{"title":56,"searchDepth":57,"depth":57,"links":73463},[73464,73465,73466],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"22日の東京市場は日経平均が前週末比1103円高の7万2353円96銭で大引けし、8連騰・終値ベース初の7万2000円台を記録。TOPIXも最高値を同時更新。ドル円は161円台の円安が続く中、株高と物価高が同時進行した一日を総括します。",{},"\u002Freading\u002Farticles\u002F2026-06-22-nikkei-close-8day-streak-topix-high","2026-06-22T20:00:00+09:00",{"title":73389,"description":73467},"reading\u002Farticles\u002F2026-06-22-nikkei-close-8day-streak-topix-high",[73,236],"zBqaueWwt2k-sq09Bs_IrMzsEYnEmAWjI7PrpHwC0nc",{"id":73476,"title":73477,"author":6,"body":73478,"category":62,"dataDate":6,"date":73312,"description":73532,"extension":65,"image":6,"meta":73533,"navigation":67,"path":73534,"publishedAt":73535,"seo":73536,"stem":73537,"tags":73538,"type":6,"updated":6,"__hash__":73539},"articles\u002Freading\u002Farticles\u002F2026-06-22-nikkei-72000-yen-161-noon.md","前場速報｜日経平均が初の7万2000円台・8日続伸、ドル円161円台後半で推移",{"type":8,"value":73479,"toc":73527},[73480,73492,73494,73504,73512,73518,73520,73523,73525],[11,73481,73482,73483,73487,73488,42],{},"22日の東京前場、日経平均株価が前週末比1398円41銭高の7万2648円47銭で前場を引け、8日続伸となりました。取引時間中として初めて7万2000円台に乗せており（",[22,73484,315],{"href":73485,"rel":73486},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB220J70S6A620C2000000\u002F",[26],"）、AI・半導体関連株が上昇を主導しています。一方、外国為替市場では三菱UFJ銀行の公表仲値が1ドル161円60銭（午前10時6分）と、先週来の円安水準が続いています（",[22,73489,332],{"href":73490,"rel":73491},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F370919",[26],[15,73493,17],{"id":17},[11,73495,73496,73497,374,73500,42],{},"株式市場では米国とイランの停戦に向けた協議が進展するとの期待感からリスク選好ムードが広がり、AI・半導体関連を中心に幅広く買いが入りました（",[22,73498,315],{"href":73485,"rel":73499},[26],[22,73501,1713],{"href":73502,"rel":73503},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755218",[26],[11,73505,73506,73507,73511],{},"外国為替市場では午前10時時点でドル円が1ドル161円47〜48銭と前週末17時比で16銭の円安・ドル高となり、一時161円57銭近辺まで値を下げる場面がありました（",[22,73508,315],{"href":73509,"rel":73510},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL2205H0S6A620C2000000\u002F",[26],"）。国内の輸入企業など実需筋によるドル買いが多く、日本株の大幅高に伴い海外投資家が含み益の為替変動リスクを回避する目的で円売りを進めている側面もあります。中東情勢をめぐる不透明感が残るなか原油先物相場が下げ止まっており、米利上げ観測と合わせてドルの先高観が根強い状況です。",[11,73513,73514,73515,42],{},"片山財務相は投機的な動きに「断固たる措置を取る」と発言し、日銀の氷見野副総裁も利上げの時期とペースを「見通しやリスクを点検して検討する」と述べています（",[22,73516,861],{"href":73439,"rel":73517},[26],[15,73519,45],{"id":45},[11,73521,73522],{},"NISA積立中の人にとって前場の株高は評価額の押し上げとして映る一方、161円台の円安が続けば輸入コストを通じてエネルギー・食料品の値上がり圧力が持続する構図です。米国とイランの停戦協議が進展すれば地政学リスクプレミアムが剥落して円安圧力が和らぐ可能性もありますが、FOMCのタカ派姿勢が残る限り日米金利差は縮まりにくく、今週25日（木）の米PCEデフレーター発表が次の注目点となりそうです。",[15,73524,51],{"id":51},[11,73526,1136],{},{"title":56,"searchDepth":57,"depth":57,"links":73528},[73529,73530,73531],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"22日の東京前場、日経平均が+1398円の7万2648円と取引時間中で初の7万2000円台を記録。ドル円は161円台後半で推移。株高と円安の同時進行が家計やNISA運用に何を意味するか整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-22-nikkei-72000-yen-161-noon","2026-06-22T13:00:00+09:00",{"title":73477,"description":73532},"reading\u002Farticles\u002F2026-06-22-nikkei-72000-yen-161-noon",[73,74],"6c2sxWEuzljLwQEEVBqDDC8yEmCwEnyj5_pSQcuBWPE",{"id":73541,"title":73542,"author":6,"body":73543,"category":57326,"dataDate":6,"date":73312,"description":73706,"extension":65,"image":6,"meta":73707,"navigation":67,"path":73708,"publishedAt":6,"seo":73709,"stem":73710,"tags":73711,"type":6,"updated":6,"__hash__":73712},"articles\u002Freading\u002Farticles\u002Finterest-rate-impact.md","金利が上がると預金・ローンはどう変わる？暮らしへの影響を初心者向けに解説",{"type":8,"value":73544,"toc":73698},[73545,73548,73552,73555,73569,73576,73579,73586,73589,73595,73598,73601,73606,73617,73622,73633,73636,73641,73644,73650,73656,73662,73664,73667,73687,73694,73696],[11,73546,73547],{},"金利が上がると「預金の利息が増える」と聞く一方、「住宅ローンの返済が増える」という話も耳にします。どちらも正しく、同じ金利上昇が、預金者には追い風、借り手には向かい風になります。この記事では、金利が動く仕組みから預金・ローンへの具体的な影響まで、初心者向けにひとつずつ整理します。",[15,73549,73551],{"id":73550},"金利きんりとは何か","金利（きんり）とは何か",[11,73553,73554],{},"金利とは、お金を貸し借りするときの「使用料」の割合です。銀行から見ると、預金者からお金を「借りて」企業や個人に「貸し出す」商売をしています。",[443,73556,73557,73563],{},[446,73558,73559,73562],{},[33,73560,73561],{},"預金者 → 銀行","：あなたが銀行に預けることで、銀行にお金を貸している状態。金利は「お礼」として受け取る利息の割合です。",[446,73564,73565,73568],{},[33,73566,73567],{},"銀行 → 借り手","：住宅ローンや事業融資として貸し出す側。金利は銀行が受け取る「使用料」です。",[11,73570,73571,73572,73575],{},"この金利の大元（おおもと）を決める基準が、日銀（日本銀行）が定める",[33,73573,73574],{},"政策金利（せいさくきんり）","です。市場の預金金利・ローン金利は、概ねこれを起点として動きます。",[15,73577,73578],{"id":73578},"金利が上がると預金はどう変わるか",[11,73580,73581,73582,73585],{},"政策金利が上がると、銀行が預金者に支払う利息も上がる傾向があります。特に",[33,73583,73584],{},"定期預金（ていきよきん）","の金利は市場金利と連動しやすい特徴があります。",[11,73587,73588],{},"低金利期と金利上昇後では、定期預金の利率に大きな差が生まれます。たとえば年0.01%程度だった1年定期が、金利上昇後には年0.5〜1%台に乗ることがあります（各金融機関・時期によって実際の利率は異なります）。",[11,73590,73591,73594],{},[33,73592,73593],{},"押さえるポイント","：普通預金の金利は政策金利の変化に対して反応が遅く、定期預金のほうが先に動きやすいです。金利上昇期には「普通預金に置きっぱなし」よりも、定期預金などへの振り替えを検討する余地が生まれます。ただし、途中解約には条件があるため事前に確認が必要です。",[15,73596,73597],{"id":73597},"金利が上がると住宅ローンはどう変わるか",[11,73599,73600],{},"住宅ローンの金利には大きく「変動金利型」と「固定金利型」があり、金利上昇の影響が異なります。",[11,73602,73603],{},[33,73604,73605],{},"変動金利型（へんどうきんりがた）",[443,73607,73608,73611,73614],{},[446,73609,73610],{},"市場の短期金利（政策金利に連動）に合わせて半年ごとに金利が見直される",[446,73612,73613],{},"金利が上がれば、将来の返済額が増えるリスクがある",[446,73615,73616],{},"借入当初の金利は低いが、上昇局面では返済計画の見直しが必要になる場合がある",[11,73618,73619],{},[33,73620,73621],{},"固定金利型（こていきんりがた）",[443,73623,73624,73627,73630],{},[446,73625,73626],{},"借入時点の金利が返済終了まで変わらない",[446,73628,73629],{},"金利上昇の影響を受けない代わりに、スタート時の金利はやや高め",[446,73631,73632],{},"将来の金利動向が不透明な時期に安心感がある",[11,73634,73635],{},"どちらが有利かは、将来の金利動向・借入額・返済期間・家庭のリスク許容度によって変わります。一概に「固定がよい」とも「変動がよい」とも言えません。",[11,73637,73638,73639],{},"まず自分の資産・負債の状況を数字で確認してみましょう → ",[22,73640,51723],{"href":51722},[15,73642,73643],{"id":73643},"よくある誤解",[11,73645,73646,73649],{},[33,73647,73648],{},"「金利が上がれば預金で十分」と思いがち","\n→ 金利が上昇しても、インフレ（物価の上昇）率が金利を上回る場合、実質的な購買力（ものを買える力）は低下します。名目金利（数字の上の金利）が上がっても、実質金利（名目金利からインフレ率を引いた値）がマイナスになる環境では、預金だけではお金の価値が目減りし続けます。",[11,73651,73652,73655],{},[33,73653,73654],{},"「変動金利は危険」と決めつけがち","\n→ 変動金利のリスクは金利が上昇するシナリオで顕在化します。借入時に十分な余裕を持った返済計画を立てていれば、変動金利でも対応できる場合があります。自分の収入・支出のバッファーで判断することが重要です。",[11,73657,73658,73661],{},[33,73659,73660],{},"「住宅ローンはすぐ借り換えるべき」と焦りがち","\n→ 借り換えには手数料（保証料・登記費用など）が発生します。金利差・残存期間・諸費用を試算したうえで、コスト回収できるかを確認する必要があります。",[15,73663,57292],{"id":57292},[11,73665,73666],{},"金利が上昇局面に入ると、預金・ローン・投資の判断がそれぞれ変わります。以下のステップで状況を整理してみましょう。",[10814,73668,73669,73675,73681],{},[446,73670,73671,73674],{},[33,73672,73673],{},"手持ちの預金を整理する","：普通預金と定期預金の比率を確認。金利上昇時に定期預金の利率が上がる機会を見逃さないよう、各金融機関の公式サイトで最新利率を定期的にチェックする。",[446,73676,73677,73680],{},[33,73678,73679],{},"住宅ローンの金利タイプを把握する","：変動か固定かを確認したうえで、金利が上昇したケースの返済額シミュレーションを行う。",[446,73682,73683,73686],{},[33,73684,73685],{},"資産全体でインフレに対応する","：金利が上がる一方でインフレも続く環境では、株式・投資信託などの実物資産と預金を組み合わせ、資産全体の実質価値を維持する考え方があります。",[11,73688,73689,73690,9403,73692],{},"NISAを活用した長期積立を検討する場合は → ",[22,73691,59815],{"href":59814},[22,73693,59819],{"href":59818},[15,73695,51],{"id":51},[11,73697,59834],{},{"title":56,"searchDepth":57,"depth":57,"links":73699},[73700,73701,73702,73703,73704,73705],{"id":73550,"depth":57,"text":73551},{"id":73578,"depth":57,"text":73578},{"id":73597,"depth":57,"text":73597},{"id":73643,"depth":57,"text":73643},{"id":57292,"depth":57,"text":57292},{"id":51,"depth":57,"text":51},"金利が上昇すると、定期預金の利息が増える一方、住宅ローンの返済額が増えることがあります。日銀の政策金利と市場金利の関係から、預金・ローンへの具体的な影響を初心者向けにやさしく解説します。",{},"\u002Freading\u002Farticles\u002Finterest-rate-impact",{"title":73542,"description":73706},"reading\u002Farticles\u002Finterest-rate-impact",[66051,236,52076],"BIIz6sCR3QnJYrfQXStU8JZwkPaln0Tcghlg7vwV-y0",{"id":73714,"title":73715,"author":6,"body":73716,"category":62,"dataDate":6,"date":73312,"description":73773,"extension":65,"image":6,"meta":73774,"navigation":67,"path":73775,"publishedAt":73776,"seo":73777,"stem":73778,"tags":73779,"type":6,"updated":6,"__hash__":73780},"articles\u002Freading\u002Farticles\u002F2026-06-22-fomc-hawkish-yen-import-inflation.md","FOMCタカ派転換と円安161円台　輸入物価への影響は",{"type":8,"value":73717,"toc":73768},[73718,73721,73723,73732,73735,73747,73755,73758,73760,73763,73765],[11,73719,73720],{},"米連邦準備制度理事会（FRB）が6月17〜18日の定例会合（FOMC）で政策金利を4会合連続で据え置いた一方、参加者の多数が「今年中の利上げが適切」との見方を示す内容となりました。この結果を受けてドル高圧力が続き、ドル円は161円台前半で週末を迎えています。",[15,73722,17],{"id":17},[11,73724,73725,73726,73731],{},"6月FOMCでは政策金利（FF金利）の誘導目標を3.50〜3.75％で維持しましたが、内容はタカ派的でした。",[22,73727,73730],{"href":73728,"rel":73729},"https:\u002F\u002Fwww.smd-am.co.jp\u002Fmarket\u002Fichikawa\u002F2026\u002F06\u002Firepo260618\u002F",[26],"三井住友DSアセットマネジメントの解説","によると、従来の声明にあった「さらなる調整の程度とタイミングを検討」という緩和的な文言が削除されました。ウォーシュ議長はインフレが目標（2%）を「5年以上上回り続けている」ことを強調し、物価安定への姿勢を明確にしました。",[11,73733,73734],{},"参加者のドットチャートでは、2026年中に「利上げが適切」とした人が9人、「据え置き」が8人で、中央値として0.25%の利上げが示唆されています。",[11,73736,73737,73738,73743,73744,42],{},"ドル円は今月一時1ドル＝",[22,73739,73742],{"href":73740,"rel":73741},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB184Q40Y6A610C2000000\u002F",[26],"161円80銭台","と約39年ぶりの水準に迫り、6月20日（金）の終値は161円台前半でした（",[22,73745,861],{"href":73439,"rel":73746},[26],[11,73748,73749,73750,73754],{},"国内では、",[22,73751,73753],{"href":10568,"rel":73752},[26],"総務省が公表した2026年5月の消費者物価指数","が前年同月比1.5%上昇（2020年＝100として113.5）で、食料（生鮮食品・エネルギーを除く）は同1.8%上昇と、足元のインフレが続いています。",[11,73756,73757],{},"今週は6月25日（木）に米国の5月PCEデフレーターと第1四半期GDP確報値が発表予定で、FRBの政策運営に影響する可能性があります。",[15,73759,45],{"id":45},[11,73761,73762],{},"米金利高止まり・利上げ再開の可能性がある状況では日米金利差は縮まりにくく、円安圧力が続きやすい局面です。輸入物価を経由したエネルギー・食品への値上げ圧力が国内CPIをもう一段押し上げるかどうかが、今後の注目点になりそうです。今週のPCEデータが予想を上振れした場合、為替・金利の動きが改めて家計の物価感に波及する可能性があります。",[15,73764,51],{"id":51},[11,73766,73767],{},"本記事は情報提供を目的としたもので、投資助言ではありません。将来の為替・金利・物価の動向を保証するものではなく、個別の売買を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":73769},[73770,73771,73772],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米FRBが6月会合で今年の利上げを示唆、ドル円が161円台で推移。円安が続く場合、輸入物価を通じて日本の家計負担が増す構図を整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-22-fomc-hawkish-yen-import-inflation","2026-06-22T09:00:00+09:00",{"title":73715,"description":73773},"reading\u002Farticles\u002F2026-06-22-fomc-hawkish-yen-import-inflation",[236,73],"QGQH5vg6ozEiLe0oCoMQqipXloW5jTh90Ui2Ni9zWWA",{"id":73782,"title":73783,"author":6,"body":73784,"category":62,"dataDate":6,"date":73865,"description":73866,"extension":65,"image":6,"meta":73867,"navigation":67,"path":73868,"publishedAt":73869,"seo":73870,"stem":73871,"tags":73872,"type":6,"updated":6,"__hash__":73873},"articles\u002Freading\u002Farticles\u002F2026-06-21-nikkei-weekly-high-yen-161-digest.md","日経平均7連騰・7万1250円で最高値更新の1週間——ただし円安161円は続く",{"type":8,"value":73785,"toc":73860},[73786,73789,73791,73796,73804,73812,73820,73825,73833,73838,73850,73852,73855,73857],[11,73787,73788],{},"今週（6月16〜19日）の東京株式市場は、日本銀行の政策金利引き上げ、FOMCのタカ派維持、イラン停戦合意という3つのニュースが相次ぎ、日経平均は7日続伸で7万1250円と過去最高値を更新して週末を迎えた。一方でドル円は161円台をほぼ一週間維持し、輸入コストの家計への圧力は残り続けている。",[15,73790,17],{"id":17},[11,73792,73793],{},[33,73794,73795],{},"週間+5230円（+7.92%）——7日続伸で最高値更新",[11,73797,73798,73803],{},[22,73799,73802],{"href":73800,"rel":73801},"https:\u002F\u002Fdiamond.jp\u002Fzai\u002Farticles\u002F-\u002F1069026",[26],"ダイヤモンドZAI（2026年6月21日）","によると、日経平均は今週の週間騰落で5230円高（+7.92%）の7万1250円06銭で終えた。週間の上昇幅としても近年最大級だ。",[11,73805,73806,73807,42],{},"主なきっかけは6月15日（月）のトランプ大統領によるイラン停戦合意の発表で、地政学リスクへの懸念が急後退しこの日だけで日経平均は3297円上昇した。翌6月16日（火）には日銀が政策金利を0.75%から1.0%へ引き上げた（1995年9月以来31年ぶりの高水準）が、市場は「想定内の利上げ」と解釈し円高には転じなかった。その後もAI・半導体関連株が相場を主導し、6月19日（金）終値は7万1250円06銭と7日続伸で最高値を更新した（",[22,73808,73811],{"href":73809,"rel":73810},"https:\u002F\u002Fwww.home.saxo\u002Fcontent\u002Farticles\u002Fmacro\u002Fmarket-quick-take---19-june-2026-19062026",[26],"Saxo Bank Market Quick Take、2026年6月19日",[11,73813,73814,73815,42],{},"一方でTOPIXの週間騰落は約+4%と、日経平均の+7.92%に比べ上昇幅が小さい。日経平均はAI・半導体関連の一部大型株の値動きが指数全体に大きく反映される計算方式のため、同じ「日本株」でも保有する指数によって週の体感は異なった（",[22,73816,73819],{"href":73817,"rel":73818},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL191TO0Z10C26A6000000\u002F",[26],"日本経済新聞、2026年6月19日",[11,73821,73822],{},[33,73823,73824],{},"ドル円は161円台——輸入コスト高止まり",[11,73826,73827,73828,73832],{},"日銀が利上げした週でも、ドル円は161円台（約2年ぶりの円安水準）をほぼ維持した（",[22,73829,73831],{"href":73809,"rel":73830},[26],"Saxo Bank、2026年6月19日","）。日米の政策金利差が大きいまま残るため円への売り圧力は変わっておらず、円安が続けば輸入食材や燃料コストの押し上げ効果も続く。",[11,73834,73835],{},[33,73836,73837],{},"来週（6\u002F22〜6\u002F26）の主な注目点",[11,73839,73840,73841,73845,73846,73849],{},"来週の日経平均の予想レンジは6万8800〜7万5000円前後とされており、7連騰後の利益確定売りが出やすいかが焦点となる（",[22,73842,73844],{"href":73800,"rel":73843},[26],"ダイヤモンドZAI、2026年6月21日","）。なかでも6月25日（木）発表の",[33,73847,73848],{},"米5月PCEデフレーター","（FRBが重視するインフレ指標）の結果次第でドル相場・円相場に影響が出うる点は引き続き注目だ。",[15,73851,45],{"id":45},[11,73853,73854],{},"日経平均の大幅高でNISAの評価額が増えた方も多い週だったが、TOPIX連動型・全世界株式ファンドを保有する場合は日経平均の数字ほど恩恵がないケースも多い。また、株価の記録更新は「家計全体にとって良い週」とは必ずしも一致しない——ドル円が161円台にある限り、輸入食品や燃料コストの高止まりは続きやすい。日銀が利上げしても円高に転じなかったことは、金利収入が増える一方で輸入コストも残るという構図がさらに長引く可能性を示している。",[15,73856,51],{"id":51},[11,73858,73859],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。記載の株価・為替は過去の数値であり、将来の市場動向を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":73861},[73862,73863,73864],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-21","今週（6月16〜19日）の日本株市場を振り返る。日銀利上げとイラン停戦合意が重なり日経平均は7日続伸・71,250円と過去最高値を更新した一方、ドル円は161円台が高止まり。株価の記録更新が家計コストの低下には直結しにくい構図が続く。",{},"\u002Freading\u002Farticles\u002F2026-06-21-nikkei-weekly-high-yen-161-digest","2026-06-21T20:00:00+09:00",{"title":73783,"description":73866},"reading\u002Farticles\u002F2026-06-21-nikkei-weekly-high-yen-161-digest",[73,74],"7l8QKUG1qw6U9A9kiR93nK_yvYvDK9_qQzz1tH10m4M",{"id":73875,"title":73876,"author":6,"body":73877,"category":73,"dataDate":6,"date":73865,"description":74246,"extension":65,"image":6,"meta":74247,"navigation":67,"path":74248,"publishedAt":74249,"seo":74250,"stem":74251,"tags":74252,"type":6,"updated":6,"__hash__":74253},"articles\u002Freading\u002Farticles\u002F2026-06-21-weekly-earnings.md","今週の注目決算まとめ（2026\u002F6\u002F22週）",{"type":8,"value":73878,"toc":74239},[73879,73889,73893,73895,73980,73984,73988,73990,74210,74212,74224,74226,74235,74237],[11,73880,73881,73882,57522,73885,73888],{},"来週（2026年6月22日〜28日）は、",[33,73883,73884],{},"14社",[33,73886,73887],{},"25日（木）に5社、26日（金）に6社が集中","しており、業種は小売・外食・ドラッグストアが目立ちます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,73890,73892],{"id":73891},"今週の注目決算622週予定","今週の注目決算（6\u002F22週・予定）",[11,73894,13937],{},[13939,73896,73897],{},[2752,73898,73899,73909],{},[2755,73900,73901],{},[2758,73902,73903,73905,73907],{},[2761,73904,13949],{},[2761,73906,13952],{},[2761,73908,13955],{},[2768,73910,73911,73921,73931,73941,73951,73961,73970],{},[2758,73912,73913,73916,73918],{},[2773,73914,73915],{},"あさひ（3333）",[2773,73917,13976],{},[2773,73919,73920],{},"6\u002F22(月) 13:00",[2758,73922,73923,73926,73928],{},[2773,73924,73925],{},"ハローズ（2742）",[2773,73927,13976],{},[2773,73929,73930],{},"6\u002F24(水) 15:30",[2758,73932,73933,73936,73938],{},[2773,73934,73935],{},"平和堂（8276）",[2773,73937,13976],{},[2773,73939,73940],{},"6\u002F25(木) 13:30",[2758,73942,73943,73946,73948],{},[2773,73944,73945],{},"ファーマライズホールディングス（2796）",[2773,73947,14167],{},[2773,73949,73950],{},"6\u002F25(木) 17:10",[2758,73952,73953,73956,73958],{},[2773,73954,73955],{},"ＤＣＭホールディングス（3050）",[2773,73957,13976],{},[2773,73959,73960],{},"6\u002F26(金) 15:30",[2758,73962,73963,73966,73968],{},[2773,73964,73965],{},"壱番屋（7630）",[2773,73967,13976],{},[2773,73969,73960],{},[2758,73971,73972,73975,73977],{},[2773,73973,73974],{},"西松屋チェーン（7545）",[2773,73976,13976],{},[2773,73978,73979],{},"6\u002F26(金) 16:30",[11,73981,73982,14034],{},[33,73983,14033],{},[15,73985,73987],{"id":73986},"発表予定の全リスト622628","発表予定の全リスト（6\u002F22〜6\u002F28）",[11,73989,14041],{},[13939,73991,73992],{},[2752,73993,73994,74008],{},[2755,73995,73996],{},[2758,73997,73998,74000,74002,74004,74006],{},[2761,73999,14052],{},[2761,74001,14055],{},[2761,74003,14058],{},[2761,74005,14061],{},[2761,74007,13952],{},[2768,74009,74010,74025,74040,74054,74069,74083,74097,74111,74125,74140,74154,74168,74182,74196],{},[2758,74011,74012,74015,74017,74020,74023],{},[2773,74013,74014],{},"6\u002F22(月)",[2773,74016,14402],{},[2773,74018,74019],{},"3333",[2773,74021,74022],{},"あさひ",[2773,74024,13976],{},[2758,74026,74027,74030,74032,74035,74038],{},[2773,74028,74029],{},"6\u002F24(水)",[2773,74031,15053],{},[2773,74033,74034],{},"2742",[2773,74036,74037],{},"ハローズ",[2773,74039,13976],{},[2758,74041,74042,74044,74046,74049,74052],{},[2773,74043,74029],{},[2773,74045,16922],{},[2773,74047,74048],{},"9976",[2773,74050,74051],{},"セキチュー",[2773,74053,13976],{},[2758,74055,74056,74059,74061,74064,74067],{},[2773,74057,74058],{},"6\u002F25(木)",[2773,74060,14529],{},[2773,74062,74063],{},"8276",[2773,74065,74066],{},"平和堂",[2773,74068,13976],{},[2758,74070,74071,74073,74075,74078,74081],{},[2773,74072,74058],{},[2773,74074,15053],{},[2773,74076,74077],{},"6279",[2773,74079,74080],{},"瑞光",[2773,74082,13976],{},[2758,74084,74085,74087,74089,74092,74095],{},[2773,74086,74058],{},[2773,74088,15053],{},[2773,74090,74091],{},"7068",[2773,74093,74094],{},"フィードフォースグループ",[2773,74096,14167],{},[2758,74098,74099,74101,74103,74106,74109],{},[2773,74100,74058],{},[2773,74102,16922],{},[2773,74104,74105],{},"2354",[2773,74107,74108],{},"ＹＥ ＤＩＧＩＴＡＬ",[2773,74110,13976],{},[2758,74112,74113,74115,74117,74120,74123],{},[2773,74114,74058],{},[2773,74116,39924],{},[2773,74118,74119],{},"2796",[2773,74121,74122],{},"ファーマライズホールディングス",[2773,74124,14167],{},[2758,74126,74127,74130,74132,74135,74138],{},[2773,74128,74129],{},"6\u002F26(金)",[2773,74131,15053],{},[2773,74133,74134],{},"2778",[2773,74136,74137],{},"パレモ・ホールディングス",[2773,74139,13976],{},[2758,74141,74142,74144,74146,74149,74152],{},[2773,74143,74129],{},[2773,74145,15053],{},[2773,74147,74148],{},"3050",[2773,74150,74151],{},"ＤＣＭホールディングス",[2773,74153,13976],{},[2758,74155,74156,74158,74160,74163,74166],{},[2773,74157,74129],{},[2773,74159,15053],{},[2773,74161,74162],{},"7630",[2773,74164,74165],{},"壱番屋",[2773,74167,13976],{},[2758,74169,74170,74172,74174,74177,74180],{},[2773,74171,74129],{},[2773,74173,15053],{},[2773,74175,74176],{},"8217",[2773,74178,74179],{},"オークワ",[2773,74181,13976],{},[2758,74183,74184,74186,74188,74191,74194],{},[2773,74185,74129],{},[2773,74187,16922],{},[2773,74189,74190],{},"7624",[2773,74192,74193],{},"ＮＡＩＴＯ",[2773,74195,13976],{},[2758,74197,74198,74200,74202,74205,74208],{},[2773,74199,74129],{},[2773,74201,17469],{},[2773,74203,74204],{},"7545",[2773,74206,74207],{},"西松屋チェーン",[2773,74209,13976],{},[15,74211,28547],{"id":28547},[443,74213,74214,74218],{},[446,74215,68460,74216,68464],{},[33,74217,68463],{},[446,74219,28555,74220,28560,74222,28564],{},[22,74221,28559],{"href":28558},[33,74223,28563],{},[15,74225,28567],{"id":28567},[443,74227,74228,74231],{},[446,74229,74230],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年6月21日時点）。",[446,74232,28575,74233,28579],{},[33,74234,28578],{},[15,74236,51],{"id":51},[11,74238,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":74240},[74241,74242,74243,74244,74245],{"id":73891,"depth":57,"text":73892},{"id":73986,"depth":57,"text":73987},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026年6月22日〜28日に決算発表を予定する14社を、発表日・時刻・会計期つきで初心者向けに一覧化します。発表は木曜・金曜に集中し、小売・外食・ドラッグストアが中心です。",{},"\u002Freading\u002Farticles\u002F2026-06-21-weekly-earnings","2026-06-21T19:00:00+09:00",{"title":73876,"description":74246},"reading\u002Farticles\u002F2026-06-21-weekly-earnings",[28599,28600],"TT2S4DyvPV2sMmnFoKMgZx_m9_PW9a-8yzd3E8Bi3aw",{"id":74255,"title":74256,"author":6,"body":74257,"category":62,"dataDate":6,"date":73865,"description":74352,"extension":65,"image":6,"meta":74353,"navigation":67,"path":74354,"publishedAt":74355,"seo":74356,"stem":74357,"tags":74358,"type":6,"updated":6,"__hash__":74359},"articles\u002Freading\u002Farticles\u002F2026-06-21-pce-deflator-week-ahead-yen-161.md","来週6月25日（木）の米PCEが円相場のカギ——161円台円安が家計に効く理由",{"type":8,"value":74258,"toc":74347},[74259,74265,74267,74272,74283,74291,74296,74307,74314,74320,74325,74332,74334,74342,74344],[11,74260,74261,74262,74264],{},"ドル円は先週金曜（6月19日）、約2年ぶりとなる161円台半ばで取引を終えた。日銀が政策金利を1.0%へ引き上げてもなお円安基調が続くなか、来週は為替を動かしうる重要指標が控えている。なかでも6月25日（木）発表の",[33,74263,73848],{},"が注目されており、結果次第では円相場が動く可能性がある。",[15,74266,17],{"id":17},[11,74268,74269],{},[33,74270,74271],{},"ドル円、約2年ぶりの161円台",[11,74273,74274,74279,74280,42],{},[22,74275,74278],{"href":74276,"rel":74277},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F06\u002F21\u002F070000",[26],"外為どっとコム（2026年6月21日）","によると、ドル円は先週161円台後半まで上伸し、週末にかけても161円台半ばで推移した。6月17日発表のFOMC（米連邦公開市場委員会）でFedが現行の政策金利を据え置きながらも、インフレへの警戒姿勢（タカ派的スタンス）を維持したことが円売り・ドル買いを促した。市場では9月FOMCでの追加利上げを高い確率で織り込んでいるとされる（",[22,74281,849],{"href":74276,"rel":74282},[26],[11,74284,74285,74286,74290],{},"日銀は6月16日に政策金利を0.75%から1.0%へ引き上げ（1995年9月以来31年ぶりの高水準）、7対1の賛成多数で決定したが、市場は「想定の範囲内かつハト派的な内容」と受け止め、利上げ後も大きな円高に転換しなかった（",[22,74287,74289],{"href":53523,"rel":74288},[26],"日本経済新聞 2026年6月16日","）。日米の政策金利差が大きいまま残っているため、構造的な円安圧力が続きやすい環境が続いている。",[11,74292,74293],{},[33,74294,74295],{},"6月25日（木）：米5月PCEデフレーター発表",[11,74297,74298,74299,4520,74302,74306],{},"来週最大の注目指標は6月25日（木）の",[33,74300,74301],{},"米5月PCE（個人消費支出）デフレーター",[22,74303,74305],{"href":74276,"rel":74304},[26],"外為どっとコム 2026年6月21日","）。PCEはFRBが公式の物価目標として重視する指標で、数値が上振れすれば9月FOMCでの追加利上げ観測が強まり、ドル高・円安方向の圧力が生じやすくなる。逆に予想を下回れば、一時的にドル買いが巻き戻されて円が強含む可能性もある。",[11,74308,74309,74310,74313],{},"この日には",[33,74311,74312],{},"1〜3月期の実質GDP改定値","も発表予定で、米国経済の強さを測る指標が重なる。",[11,74315,74316,74317,42],{},"また6月23日（火）には米6月PMI速報値（製造業・サービス業）も発表されており、来週は週の前半から米国経済指標が相次ぐ週となる（",[22,74318,74305],{"href":74276,"rel":74319},[26],[11,74321,74322],{},[33,74323,74324],{},"介入警戒ゾーンとの関係",[11,74326,74327,74328,74331],{},"161円台は、過去に財務省・日銀が円買い介入を実施した水準に近く、上値が重くなりやすいゾーンと市場では意識されている（",[22,74329,74305],{"href":74276,"rel":74330},[26],"）。一方で、介入は政策変更なしには長期トレンドを反転させることは難しいとされており、日米金利差が縮まらない限り根本的な円高への転換は限定的との見方が多い。",[15,74333,45],{"id":45},[11,74335,74336,74337,74341],{},"PCEが上振れすれば9月の米利上げ観測が強まり、ドル高・円安方向に振れやすくなる。円安が161〜162円台に定着すれば、スーパーの食料品や電気・ガス（輸入燃料コスト）への価格転嫁が続く環境が長引く。5月のコアCPI（生鮮食品除く）はすでに前年比+1.4%（",[22,74338,74340],{"href":10568,"rel":74339},[26],"総務省統計局 2026年6月19日公表","）で推移しており、輸入物価を通じた生活コストの押し上げは続きやすい状況だ。今週末は日本の市場は休みだが、来週25日の米指標発表が週後半の円相場を動かすことになりそうだ。",[15,74343,51],{"id":51},[11,74345,74346],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。為替相場は政策・政治・地政学リスクなど多様な要因で動くものであり、将来の動向を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":74348},[74349,74350,74351],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"ドル円が約2年ぶりとなる161円台で週末を迎えた。来週6月25日（木）発表の米5月PCEデフレーターは、FRBが重視するインフレ指標で、結果次第では相場が動きやすい。円安継続で家計に波及する輸入コストの現状を整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-21-pce-deflator-week-ahead-yen-161","2026-06-21T13:00:00+09:00",{"title":74256,"description":74352},"reading\u002Farticles\u002F2026-06-21-pce-deflator-week-ahead-yen-161",[236,73],"I78tX-aLDXEYOE_tWR4tiJZ3aWghAYPdHVdsvi816ns",{"id":74361,"title":74362,"author":6,"body":74363,"category":62,"dataDate":6,"date":73865,"description":74496,"extension":65,"image":6,"meta":74497,"navigation":67,"path":74498,"publishedAt":74499,"seo":74500,"stem":74501,"tags":74502,"type":6,"updated":6,"__hash__":74503},"articles\u002Freading\u002Farticles\u002F2026-06-21-megabank-deposit-rate-04pct-august.md","3メガバンクが8月から普通預金金利を0.4%へ引き上げ——34年ぶり高水準",{"type":8,"value":74364,"toc":74491},[74365,74375,74377,74382,74396,74414,74419,74469,74477,74479,74486,74488],[11,74366,74367,74368,74371,74372,5320],{},"日本銀行が6月16日に政策金利を1.0%へ引き上げた翌日（6月17日）、三菱UFJ・三井住友・みずほの3メガバンクが相次いで、普通預金の金利を",[33,74369,74370],{},"2026年8月3日から年0.4%へ引き上げる","と発表した。現行の0.3%から0.1ポイントの引き上げで、三菱UFJと三井住友にとっては1992年8月以来",[33,74373,74374],{},"約34年ぶりの高水準",[15,74376,17],{"id":17},[11,74378,74379],{},[33,74380,74381],{},"3メガバンクが普通預金金利を0.4%へ（8月3日適用）",[11,74383,74384,74389,74390,74395],{},[22,74385,74388],{"href":74386,"rel":74387},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB166540W6A610C2000000\u002F",[26],"日本経済新聞（2026年6月16日）","および",[22,74391,74394],{"href":74392,"rel":74393},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2026061601202&g=eco",[26],"時事通信（2026年6月16日）","によると、三菱UFJ・三井住友・みずほの3行は同日中に8月3日付での引き上げを発表した。いずれも日銀の政策金利引き上げ（0.75%→1.0%）を受けた対応だ。",[11,74397,74398,74399,74402,74403,74409,74410,42],{},"また、変動型住宅ローン金利の基準となる",[33,74400,74401],{},"短期プライムレート","についても、三菱UFJとみずほは現行から0.25%引き上げ",[33,74404,74405,74406,69721],{},"2.375%",[33,74407,74408],{},"とすることを発表した。変動金利の実際の適用金利に反映されるのは、多くの銀行で","（銀行の一斉改定タイミング）となる見込みだ（",[22,74411,74413],{"href":511,"rel":74412},[26],"モゲチェック、2026年6月16日",[11,74415,74416],{},[33,74417,74418],{},"現時点での主な預金金利（普通預金）の目安",[2752,74420,74421,74434],{},[2755,74422,74423],{},[2758,74424,74425,74428,74431],{},[2761,74426,74427],{},"区分",[2761,74429,74430],{},"金利（年）",[2761,74432,74433],{},"時期",[2768,74435,74436,74447,74458],{},[2758,74437,74438,74441,74444],{},[2773,74439,74440],{},"3メガバンク（現行）",[2773,74442,74443],{},"0.30%",[2773,74445,74446],{},"〜8月2日",[2758,74448,74449,74452,74455],{},[2773,74450,74451],{},"3メガバンク（引き上げ後）",[2773,74453,74454],{},"0.40%",[2773,74456,74457],{},"8月3日〜",[2758,74459,74460,74463,74466],{},[2773,74461,74462],{},"あおぞら銀行BANK支店",[2773,74464,74465],{},"0.75%",[2773,74467,74468],{},"現行（参考）",[11,74470,74471,74472,42],{},"高金利のネット銀行・スマートフォン専用銀行はすでに0.5〜0.75%程度の普通預金金利を提供しており、メガバンクとの差はまだ大きい（",[22,74473,74476],{"href":74474,"rel":74475},"https:\u002F\u002Fwww.habitto.com\u002Fblogs\u002Fginkou-kinri-bikaku-ranking-2026\u002F",[26],"銀行金利比較ランキング、2026年版",[15,74478,45],{"id":45},[11,74480,74481,74482,74485],{},"普通預金100万円を1年間預けた場合、0.3%では税引き前3,000円、0.4%では4,000円の利息となる。金額としては小さいが、ゼロ金利が続いた時代よりは確実に改善している。ただし、2026年5月のコアCPI（生鮮食品除く）が前年比+1.4%（",[22,74483,10955],{"href":10568,"rel":74484},[26],"）で推移していることを踏まえると、普通預金0.4%でも物価上昇には追いつかない水準だ。ドル円が161円台で円安基調にある今は、輸入物価の高止まりも続きやすい環境であり、手元現金の実質的な目減りが完全に止まっているわけではない。",[15,74487,51],{"id":51},[11,74489,74490],{},"本記事は公開情報をもとにした情報提供を目的としており、投資・預金に関する助言ではありません。金利は各金融機関が独自に設定するものであり、今後変更される場合があります。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":74492},[74493,74494,74495],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"三菱UFJ・三井住友・みずほが8月3日から普通預金金利を0.3%→0.4%に引き上げると発表。日銀の政策金利1%引き上げを受けた措置で、三菱UFJは1992年以来約34年ぶりの高水準となる。",{},"\u002Freading\u002Farticles\u002F2026-06-21-megabank-deposit-rate-04pct-august","2026-06-21T09:00:00+09:00",{"title":74362,"description":74496},"reading\u002Farticles\u002F2026-06-21-megabank-deposit-rate-04pct-august",[236,73],"vl8QP4QkZ7fZP9moqZlYpelanWmlVZ12x7Ix70zLniU",{"id":74505,"title":74506,"author":6,"body":74507,"category":52066,"dataDate":75183,"date":75183,"description":75184,"extension":65,"image":6,"meta":75185,"navigation":67,"path":75186,"publishedAt":75187,"seo":75188,"stem":75189,"tags":75190,"type":52077,"updated":6,"__hash__":75192},"articles\u002Freading\u002Farticles\u002Femin-nagahama-yen200-ai-bubble-review.md","【検証】エミン・ユルマズ×永濱利廣「日経7万円・円安は止まらない・狙いは1ドル200円」は本当か──AIバブルと日銀利上げをデータで確かめる",{"type":8,"value":74508,"toc":75170},[74509,74523,74538,74540,74551,74553,74559,74650,74652,74655,74838,74847,74851,74876,74881,74883,74891,74893,74965,74969,74971,74997,75004,75026,75028,75054,75056,75139,75144,75146,75165],[11,74510,74511,74512,74515,74516,65400,74519,74522],{},"不動産投資メディア「楽待」が2026年6月19日に公開した対談動画の前編は、エコノミストのエミン・ユルマズ氏と、第一生命経済研究所の首席エコノミストで内閣府・経済財政諮問会議の民間議員も務める永濱利廣氏が、史上初の7万円台に乗せた日経平均を読み解く内容です。論点は",[33,74513,74514],{},"「7万円超えの正体はAI関連株の一強」「米イラン合意と原油安」「日銀1%利上げの是非」「円安は止まらない／政権の狙いは1ドル200円」「AIバブルはいつ弾けるか」","へと広がります。本記事では、勢いよく語られた数字や歴史の引用を、",[33,74517,74518],{},"日経平均・日銀の利上げ・NVIDIAの社債発行・過去のバブルといった一次情報・データと突き合わせて検証",[33,74520,74521],{},"相場の構造説明（AI一強・指数の乖離・円安の根っこ）はデータとよく整合","します。一方で、勢いに乗って出てくる「39年ぶり」「200社が7〜8割倒産」「社債2兆円」といった具体数字には、盛りや取り違えが混じっています。",[50961,74524,74525,74530],{},[11,74526,74527,74529],{},[33,74528,50967],{}," 「日経7万円はAI関連株の一握りが牽引していて、TOPIXとの乖離が広がっている」「日米の金利差が縮まらず円安が止まらない」という現状認識は、足元の日経・TOPIX・ドル円・日銀1%利上げといった事実とよく噛み合う。一方で「ドル円は39年ぶり安値」「英国の鉄道バブルで200社が1〜2年で7〜8割倒産」「NVIDIAが2兆円の社債」など、引用される具体数字はやや不正確で、正しくは「1986年以来＝約38年ぶり」「社債は約3.75兆円」と補正が要る。",[11,74531,74532,74534,74535,74537],{},[33,74533,50977],{}," AI一強相場と円安の\"構造\"を、相場観として大づかみにしたい人。 ",[33,74536,50981],{}," 「1ドル200円」「AIバブル崩壊の時期」を、近い将来の確定シナリオとして売買の根拠にしたい人。",[15,74539,50998],{"id":50998},[51000,74541,74548],{"cast":74542,"date":74543,"theme":74544,"thumb":74545,"title":74546,"url":74547},"エミン・ユルマズ氏（エコノミスト）／永濱利廣氏（第一生命経済研究所 首席エコノミスト・経済財政諮問会議民間議員）／松尾英里子氏（司会）","2026年6月19日公開（楽待・前編）","日経7万円台とAI一強相場／米イラン合意と原油／日銀1%利上げ／円安と1ドル200円／AIバブル","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FAeuBx2nC2y8\u002Fhqdefault.jpg","【2026年大転換点】日経平均7万円台、「今後も円安は止まらない」／政権の狙いは1ドル=200円!?／AI関連株一強、地政学リスクは関係ない／AIバブル崩壊あるか《エミン・ユルマズ×永濱利廣》","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=AeuBx2nC2y8",[11,74549,74550],{},"史上初の7万円台に乗せた日経平均を入口に、AI一強相場・円安・日銀利上げ・AIバブルへと論点が広がる約41分の対談。エミン氏が強めの相場観を、永濱氏がデータと制度の制約から補正を加える構図です。後編に続きます。",[15,74552,51018],{"id":51017},[11,74554,74555,74556],{},"約41分の対談を、論点ごとに1〜2文で要約します。",[51023,74557,74558],{},"※タイムスタンプは自動字幕に基づく目安です。",[51027,74560,74561,74567,74574,74581,74588,74594,74601,74608,74615,74622,74629,74636,74643],{},[51030,74562,74564],{"title":74563,"ts":51033},"「7万1000円は頂点か、通過点か」",[11,74565,74566],{},"日経平均は4月に6万円を超えたばかりだったが、18日の終値は7万1000円台に。今がバブルの頂点か単なる通過点かを、2人のエコノミストと読み解いていく。",[51030,74568,74571],{"title":74569,"ts":74570},"7万円突破の正体は「AI関連株の一強」","01:11",[11,74572,74573],{},"上昇のほとんどはAI関連。半導体・ソフトバンクグループ・キオクシア（10万円超え）に資金が集中し、輸送用機器などオールドエコノミーとディフェンシブはほぼ全滅。指数を引っ張るモーメンタム相場だ（エミン氏）。",[51030,74575,74578],{"title":74576,"ts":74577},"日経平均とTOPIXの乖離──「コスピ化」する指数","02:43",[11,74579,74580],{},"年初来で日経平均はTOPIXの倍以上のパフォーマンス。一部の大型株に偏る点は台湾・韓国も同じで、より幅広く買われる米国の方がまだ健全に見える、という比較。",[51030,74582,74585],{"title":74583,"ts":74584},"きっかけは米イラン合意と原油安、でもオールドは戻らない","04:02",[11,74586,74587],{},"7万円超えの引き金は米イラン合意で、原油先物は70ドル台へ。金利低下が追い風になった（永濱氏）。ただし原油安でオールドエコノミーが買い直されるかは「ほぼ関係ない」。資金がモーメンタム株に吸われているからだ（エミン氏）。",[51030,74589,74591],{"title":74590,"ts":52514},"この勢いはいつ終わる？──ITバブルと「資金の奪い合い」",[11,74592,74593],{},"ITバブルの天井（2000年3月）も後から分かったように、天井は読めない。鍵はデータセンター投資の資金繰り。Google・Meta・OpenAI・Anthropic・NVIDIA（2兆円の社債）が資金を奪い合っており、それが尽きた時が天井（エミン氏）。",[51030,74595,74598],{"title":74596,"ts":74597},"4-6月期決算と半導体サイクルへの警戒（永濱氏）","08:19",[11,74599,74600],{},"日本の大企業製造業は4-6月期決算を慎重に出す傾向があり、イラン情勢も重なって一段のスピード調整があり得る。ただしそこは「買いのタイミング」になるかも。半導体はサイクル商売で、生成AI向け以外は弱い。",[51030,74602,74605],{"title":74603,"ts":74604},"「AIバブルにイランは関係ない」／キューバ攻撃シナリオ","10:48",[11,74606,74607],{},"トランプ氏が合意を口にするたびアルゴが反応して株が上がる──ファンダや地政学は今のAIバブルには「どうでもいい」（エミン氏）。中間選挙を控えたトランプ氏のキューバ攻撃は可能性が高まるが、ベネズエラ型ならマーケットへの影響はほぼないとみる。",[51030,74609,74612],{"title":74610,"ts":74611},"日銀1%利上げ──「妥当」と「遅すぎる」の分岐","17:44",[11,74613,74614],{},"コアCPIが1%台半ばでも利上げした是非は専門家でも割れる。永濱氏は「期待インフレ重視ならビハインド・ザ・カーブ論で説明できる」。エミン氏は「為替コントロールの観点では遅すぎる」と一刀両断。",[51030,74616,74619],{"title":74617,"ts":74618},"為替こそ最重要──162円・39年ぶり安値と介入の限界","19:52",[11,74620,74621],{},"日本は通貨急落を経験していないから為替を軽視しがち。だが1日に5〜10円動く暴落リスクに備えた事前利上げこそ必要。今日も161円超で間もなく162円、12兆円使った介入でも3円しか下がらなかった（エミン氏）。",[51030,74623,74626],{"title":74624,"ts":74625},"追加利上げは難しい／円安は止まらない構造","24:37",[11,74627,74628],{},"名目インフレが高くない以上、日銀の追加利上げはすぐには難しい（エミン氏）。一方で世界の分断＝グローバル化の逆回転で、供給力の強い国の通貨が買われやすくなり、円は安くなりやすい構造だ（永濱氏）。",[51030,74630,74633],{"title":74631,"ts":74632},"「政権の本音は1ドル200円」──逆プラザ合意論","29:42",[11,74634,74635],{},"プラザ合意で日本が円高にやられたのと逆のことが今起きている。サプライチェーンを日本に戻すため、政権はじわじわ200円へ持っていきたいのではないか──陰謀論的だが筋は通る、とエミン氏。株・現物資産を持つ意味が増す。",[51030,74637,74640],{"title":74638,"ts":74639},"巨大IPO・指数組み入れとFRB新議長ウォシュ","33:50",[11,74641,74642],{},"SpaceXに続きOpenAI・Anthropicの巨大IPOが市場の流動性を吸い上げる。指数組み入れのリバランスで最も流動性の高いMAG7が売られる構図（エミン氏）。FRBは新議長ウォシュの下でタカ派・QT志向となり、ドル高・円安が続きやすい（永濱氏）。",[51030,74644,74647],{"title":74645,"ts":74646},"鉄道・ITバブルとの相似／「GPUは3年で陳腐化」","37:09",[11,74648,74649],{},"新技術には必ずバブルが伴う。英国の鉄道バブルは200社が乱立し7〜8割が倒産、ITバブルでは光ファイバーの9割が未使用のまま残った。ただし鉄道は100年・光ファイバーは50年残るのに対し、GPUは3年で陳腐化する点が厄介だ（エミン氏）。",[15,74651,51094],{"id":51093},[11,74653,74654],{},"動画内の数字で確かめられる主張を、一次情報・報道で検証しました。",[13939,74656,74657],{},[2752,74658,74659,74669],{},[2755,74660,74661],{},[2758,74662,74663,74665,74667],{},[2761,74664,51108],{},[2761,74666,51111],{},[2761,74668,51114],{},[2768,74670,74671,74683,74695,74707,74719,74734,74747,74760,74772,74789,74801,74814,74826],{},[2758,74672,74673,74676,74679],{},[2773,74674,74675],{},"日経平均は18日終値で7万1000円台、もうすぐ7万2000円",[2773,74677,74678],{},"6月18日終値は史上初の7万1000円台、19日も7日続伸で終値71,250円・前場高値71,314円。7万2000円は未到達。",[2773,74680,74681],{},[51128,74682,51131],{"type":51130},[2758,74684,74685,74688,74691],{},[2773,74686,74687],{},"上昇はAI関連株の一強で、日経平均とTOPIXが乖離している",[2773,74689,74690],{},"6月19日は日経続伸（ソフトバンクG・住友電工・TDK主導）に対しTOPIXは反落。指数の逆行は事実。",[2773,74692,74693],{},[51128,74694,51131],{"type":51130},[2758,74696,74697,74700,74703],{},[2773,74698,74699],{},"7万円超えのきっかけは米イラン合意と原油安",[2773,74701,74702],{},"6月18日の中東暫定停戦合意でS&P500が反発、エネルギー株安・原油下落が確認できる。最終合意前の段階という整理も整合。",[2773,74704,74705],{},[51128,74706,51160],{"type":51130},[2758,74708,74709,74712,74715],{},[2773,74710,74711],{},"日銀が0.25%利上げで政策金利1.0%（31年ぶり高水準）に",[2773,74713,74714],{},"6月16日に0.75%→1.0%へ。1995年以来31年ぶりの高水準で7対1の賛成多数。",[2773,74716,74717],{},[51128,74718,51131],{"type":51130},[2758,74720,74721,74724,74730],{},[2773,74722,74723],{},"ドル円は162円に迫る「39年ぶり安値」",[2773,74725,74726,74727,5863],{},"円安・歴史的水準は事実だが年数が過大。実際の最安値は2024年の約161.95円＝",[33,74728,74729],{},"1986年以来＝約38年ぶり",[2773,74731,74732],{},[51128,74733,72985],{"type":51232},[2758,74735,74736,74739,74742],{},[2773,74737,74738],{},"12兆円使った為替介入でも3円しか下がらなかった",[2773,74740,74741],{},"介入が円安トレンドを止められていないのは事実方向だが、2024年の単発介入は約5.5兆円規模で、「12兆円で3円」の具体値はそのまま裏取りできない。",[2773,74743,74744],{},[51128,74745,74746],{"type":51232},"△ 数字は要確認",[2758,74748,74749,74752,74755],{},[2773,74750,74751],{},"コアCPIは1%台半ばなのに企業物価は大きく上回る",[2773,74753,74754],{},"コアCPIが5月+1.4%にとどまる点は公表値と整合（\"川下の物価は低い\"）。企業物価+6%台は動画内の数値で、本記事では未確認。",[2773,74756,74757],{},[51128,74758,74759],{"type":51232},"△ 一部確認",[2758,74761,74762,74765,74768],{},[2773,74763,74764],{},"FRB新議長は元々タカ派でQTに思い入れがある",[2773,74766,74767],{},"2026年5月に承認されたケビン・ウォシュ氏は「原則的なタカ派」でQE2に抗議し理事辞任した経歴、QT志向で実像と一致。ただしQTと利下げ余地の複合型で「タカ派一辺倒」は単純化。",[2773,74769,74770],{},[51128,74771,51131],{"type":51130},[2758,74773,74774,74777,74784],{},[2773,74775,74776],{},"NVIDIAが2兆円規模の社債を発行している",[2773,74778,74779,74780,74783],{},"社債発行は事実だが規模が過小。2026年6月15日に総額",[33,74781,74782],{},"250億ドル（約3.75兆円）","を発行（2021年以来5年ぶり、半導体業界で過去最大級）。",[2773,74785,74786],{},[51128,74787,74788],{"type":51232},"△ 数字過小",[2758,74790,74791,74794,74797],{},[2773,74792,74793],{},"ITバブルの天井は2000年3月だった",[2773,74795,74796],{},"NASDAQ総合は2000年3月10日に終値5,048で天井。回復に約15年を要した。なお「9月まで天井と判明せず」は弱く、市場は4月の急落で転換を認識。",[2773,74798,74799],{},[51128,74800,51131],{"type":51130},[2758,74802,74803,74806,74809],{},[2773,74804,74805],{},"英国の鉄道バブルで200社が乱立し1〜2年で7〜8割が倒産",[2773,74807,74808],{},"投機ブームと崩壊の大枠は事実だが数字は不正確。計画は1,000件超、議会認可だけで260社超。「7〜8割が1〜2年で倒産」より、約1\u002F3が未建設・多くは長期の吸収合併が実態。",[2773,74810,74811],{},[51128,74812,74813],{"type":51232},"△ 誇張ぎみ",[2758,74815,74816,74819,74822],{},[2773,74817,74818],{},"GPUは3年で陳腐化（鉄道100年・光ファイバー50年と対比）",[2773,74820,74821],{},"NVIDIAは毎年新アーキテクチャを投入し陳腐化が速いのは事実。経済的耐用年数は会計上5〜6年が主流で、2〜3年とする論者もおり論争中。「物理的に壊れる」のではない点に留保。",[2773,74823,74824],{},[51128,74825,51160],{"type":51130},[2758,74827,74828,74831,74834],{},[2773,74829,74830],{},"日銀の中立金利は1.1〜2.5%、ターミナルは1.5%程度（永濱氏）",[2773,74832,74833],{},"日銀の名目中立金利推計（1.1〜2.5%程度）と完全一致。到達点1.5%もQUICK調査の最多回答と一致。本対談で最も精度が高い。",[2773,74835,74836],{},[51128,74837,51131],{"type":51130},[11,74839,51452,74840,65628,74842,74844,74845,52775],{},[51128,74841,51455],{"type":51130},[51128,74843,51459],{"type":51232}," シナリオ・観測段階／数字ずれ ／ ",[51128,74846,51463],{"type":51338},[15,74848,74850],{"id":74849},"数字で見る日経7万円と円安の足元","数字で見る「日経7万円と円安」の足元",[51470,74852,74853,74859,74865,74870],{},[51473,74854,74856],{"unit":56704,"value":74855},"71,250",[11,74857,74858],{},"6月19日の日経平均終値。7日続伸で連日の史上最高値",[51473,74860,74862],{"unit":51482,"value":74861},"+1.4",[11,74863,74864],{},"5月コアCPI（前年比）。日銀目標2%は依然未達",[51473,74866,74867],{"unit":56704,"value":56726},[11,74868,74869],{},"ドル円の水準。1986年以来＝約38年ぶりの歴史的円安",[51473,74871,74873],{"unit":71480,"value":74872},"3.75",[11,74874,74875],{},"NVIDIAの社債発行額（2026年6月・約250億ドル）。動画の\"2兆円\"は過小",[11,74877,74878],{},[51023,74879,74880],{},"※日経平均・CPIは公表値、ドル円は約162円水準、NVIDIAの社債は2026年6月15日発行分（150円\u002Fドル換算）に基づく数値です。",[8668,74882,51507],{"id":51507},[51509,74884,74885,74887,74889],{},[51512,74886,73040],{"href":73039,"note":51524},[51512,74888,51525],{"href":51523,"note":51524},[51512,74890,65683],{"href":52041,"note":51524},[15,74892,51529],{"id":51528},[13939,74894,74895],{},[2752,74896,74897,74907],{},[2755,74898,74899],{},[2758,74900,74901,74903,74905],{},[2761,74902,51540],{},[2761,74904,30225],{},[2761,74906,51546],{},[2768,74908,74909,74920,74931,74942,74953],{},[2758,74910,74911,74915,74917],{},[2773,74912,74913],{},[51554,74914,43711],{},[2773,74916,43714],{},[2773,74918,74919],{},"AI一強相場の象徴。日経平均の押し上げに大きく寄与",[2758,74921,74922,74926,74928],{},[2773,74923,74924],{},[51554,74925,51595],{},[2773,74927,51598],{},[2773,74929,74930],{},"半導体メモリ。株価10万円超えと、動画内で資金集中の例に",[2758,74932,74933,74937,74939],{},[2773,74934,74935],{},[51554,74936,51608],{},[2773,74938,51611],{},[2773,74940,74941],{},"半導体製造装置。日経\u002FTOPIX乖離で売られた側の代表",[2758,74943,74944,74948,74950],{},[2773,74945,74946],{},[51554,74947,47550],{},[2773,74949,47553],{},[2773,74951,74952],{},"オールドエコノミーの代表。原油安でも買い直されにくい側",[2758,74954,74955,74960,74962],{},[2773,74956,74957],{},[51554,74958,74959],{},"NVDA",[2773,74961,52383],{},[2773,74963,74964],{},"AIバブルの中核。約3.75兆円の社債を発行し設備投資を加速",[11,74966,74967],{},[51023,74968,51632],{},[15,74970,51636],{"id":51635},[51638,74972,74973,74985],{},[51641,74974,74975,74977],{"tone":51643},[51645,74976,51648],{"id":51647},[443,74978,74979,74982],{},[446,74980,74981],{},"「7万円はAI関連株の一握りが牽引し、TOPIXとの乖離が広がっている」という現状認識は、日経続伸・TOPIX反落という足元の事実とよく整合する",[446,74983,74984],{},"「日米の金利差が縮まらず円安が止まりにくい」という構造論は、日銀1%利上げ後も161〜162円が続く現実と噛み合う。永濱氏の中立金利1.1〜2.5%・ターミナル1.5%もデータどおり",[51641,74986,74987,74989],{"tone":51671},[51645,74988,51675],{"id":51674},[443,74990,74991,74994],{},[446,74992,74993],{},"「39年ぶり安値」「鉄道会社200社が7〜8割倒産」「社債2兆円」など、勢いで出てくる具体数字は不正確。正しくは「1986年以来＝約38年ぶり」「社債は約3.75兆円」で、鉄道バブルも\"7〜8割が即倒産\"より長期の吸収合併が実態",[446,74995,74996],{},"「政権の狙いは1ドル200円」はエミン氏自身が\"陰謀論的\"と認める推測。AIバブル崩壊の時期も「読めない」と本人が言うとおり、近い将来の確定シナリオではない",[51704,74998,74999],{},[11,75000,75001,75003],{},[33,75002,51710],{}," この対談から持ち帰るべきは「だから円安・AI株に賭けろ」ではなく、3つの\"確かめる習慣\"です。①「日経7万円」は指数の話。自分の保有がオルカンやTOPIX型なら体感は数字ほど良くない可能性がある——まず「どの指数の話か」を切り分ける。②勢いのある語りで出てくる「○年ぶり」「○社倒産」「○兆円」は、基準（いつ・何の額か）を必ず確認する。実際、ここでも「39年→38年」「2兆円→3.75兆円」と補正が要りました。③「1ドル200円」も「AIバブル崩壊」も、方向としての示唆と、時期・水準の確定を分けて受け取る。長期の構造論が正しいことと、いまの株価・為替がその通りに動くことは別問題です。",[51734,75005,75006,75016],{},[51737,75007,75008],{"title":51739,"tone":51740},[443,75009,75010,75013],{},[446,75011,75012],{},"AI一強相場と円安の\"構造\"を、相場観として大づかみにしたい人",[446,75014,75015],{},"日銀利上げの是非（ビハインド・ザ・カーブ論 vs 為替重視論）を、両論で押さえたい人",[51737,75017,75018],{"title":51754,"tone":51755},[443,75019,75020,75023],{},[446,75021,75022],{},"「1ドル200円」「AIバブル崩壊の時期」を、近い将来の確定値や売買の根拠にしたい人",[446,75024,75025],{},"動画内の具体数字（倍率・社債額・倒産率など）をそのまま事実として引用したい人",[15,75027,51774],{"id":51774},[51776,75029,75030,75036,75042,75048],{},[51779,75031,75033],{"q":75032},"日経平均が7万円でも、TOPIXやオルカンの成績がいまいちなのはなぜ？",[11,75034,75035],{},"日経平均はソフトバンクグループなど一部の大型・AI関連株の値動きに引っ張られやすい計算方式のためです。実際、6月19日は日経が7日続伸する一方でTOPIXは反落しました。AI関連の比重が低いTOPIX型やオルカン（全世界株式）では、日経平均の数字ほど好調ではない局面があり得ます。",[51779,75037,75039],{"q":75038},"「ドル円は39年ぶり安値」は正確ですか？",[11,75040,75041],{},"水準（160円台）と「1980年代以来の歴史的円安」という方向は正しいですが、年数はやや過大です。近年の最安値は2024年7月の約161.95円で、これは1986年以来＝約38年ぶりの水準でした。「約38年ぶり（1986年以来）」が正確な表現です。",[51779,75043,75045],{"q":75044},"「政権の狙いは1ドル200円」は本当に起きるのですか？",[11,75046,75047],{},"これはエミン氏自身が\"陰謀論的\"と前置きする推測です。サプライチェーンを日本に戻すため円安を容認するという筋立てですが、政府が200円を目標にしている事実は確認できません。長期の構造論として聞き、近い将来の確定シナリオとは切り分けるのが安全です。",[51779,75049,75051],{"q":75050},"「AIバブル」はいつ弾けるのですか？",[11,75052,75053],{},"エミン氏も「天井は読めない」と明言しています。鍵はデータセンター投資の資金繰りで、ハイパースケーラーの資金調達が尽きた時が天井という見立てです。NVIDIAが約3.75兆円の社債を発行するなど資金集めが活発な点は、まだ投資が続いていることの裏返しとも読めます。",[15,75055,51833],{"id":51832},[51835,75057,75058],{},[10814,75059,75060,75067,75073,75083,75090,75095,75103,75109,75117,75125],{},[446,75061,51841,75062,75066],{},[22,75063,75065],{"href":74547,"rel":75064},[26],"【2026年大転換点】日経平均7万円台、「今後も円安は止まらない」／政権の狙いは1ドル=200円!?（楽待 RAKUMACHI・YouTube）"," 2026\u002F6\u002F19公開",[446,75068,75069,75070],{},"日経7万円台・TOPIXとの乖離：",[22,75071,75072],{"href":73250},"日経平均7日続伸・前場71,314円 ─ TOPIXは反落（当メディア）",[446,75074,75075,75076,51887,75079],{},"日銀1%利上げ・5月CPI：",[22,75077,75078],{"href":71761},"5月コアCPI+1.4%、でも日銀は1%へ利上げ（当メディア）",[22,75080,75082],{"href":75081},"\u002Freading\u002Farticles\u002F2026-06-19-boj-rate-1pct-nikkei-record\u002F","日銀1.0%利上げ週の相場まとめ（当メディア）",[446,75084,75085,75086],{},"中東停戦と原油・米国株：",[22,75087,75089],{"href":75088},"\u002Freading\u002Farticles\u002F2026-06-20-sp500-recovery-middle-east-yen-161\u002F","中東停戦合意でS&P500が7,500台回復、ドル円は161円台維持（当メディア）",[446,75091,73254,75092],{},[22,75093,73259],{"href":73257,"rel":75094},[26],[446,75096,75097,75098],{},"NVIDIAの社債発行（約250億ドル）：",[22,75099,75102],{"href":75100,"rel":75101},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-06-15\u002Fnvidia-kicks-off-first-high-grade-bond-offering-since-2021",[26],"Nvidia Kicks Off First High-Grade Bond Offering Since 2021（Bloomberg）",[446,75104,75105,75106],{},"ITバブルのNASDAQ天井（2000年3月）：",[22,75107,73267],{"href":73265,"rel":75108},[26],[446,75110,75111,75112],{},"英国の鉄道バブル（Railway Mania）：",[22,75113,75116],{"href":75114,"rel":75115},"https:\u002F\u002Flibertystreeteconomics.newyorkfed.org\u002F2015\u002F06\u002Fcrisis-chronicles-railway-mania-the-hungry-forties-and-the-commercial-crisis-of-1847\u002F",[26],"Crisis Chronicles: Railway Mania（NY連銀 Liberty Street Economics）",[446,75118,75119,75120],{},"FRB新議長ケビン・ウォシュ：",[22,75121,75124],{"href":75122,"rel":75123},"https:\u002F\u002Fwww.npr.org\u002F2026\u002F05\u002F13\u002Fnx-s1-5816235\u002Fkevin-warsh-federal-reserve-chair-jerome-powell",[26],"Kevin Warsh confirmed as Federal Reserve chair（NPR）",[446,75126,75127,75128,75133,75134],{},"日銀の中立金利・ターミナルレート：",[22,75129,75132],{"href":75130,"rel":75131},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB272RN0X20C26A3000000\u002F",[26],"日銀、中立金利の下限を引き上げ（日本経済新聞）"," ／ プラザ合意：",[22,75135,75138],{"href":75136,"rel":75137},"https:\u002F\u002Fen.wikipedia.org\u002Fwiki\u002FPlaza_Accord",[26],"Plaza Accord（Wikipedia）",[11,75140,75141],{},[51023,75142,75143],{},"※ 動画の発言の引用・要約は自動字幕（文字起こし）に基づきます。本記事は動画の主張を公開情報で検証したものであり、将来の相場・株価・為替を保証するものではありません。",[15,75145,52009],{"id":52009},[52011,75147,75148,75155,75160],{},[52014,75149,75152],{"cat":52031,"desc":75150,"href":75151},"同じエミン氏の楽待回。新冷戦と防衛・宇宙株の主張をデータで検証","\u002Freading\u002Farticles\u002Femin-shinreisen-megatheme-review\u002F",[11,75153,75154],{},"エミン・ユルマズ「日経30万円・投資4大メガテーマ」は本当か",[52014,75156,75158],{"cat":52031,"desc":75157,"href":57018},"動画でも触れた巨大IPO。SpaceX上場と評価額の物語を整理",[11,75159,57035],{},[52014,75161,75163],{"cat":52039,"desc":75162,"href":73039},"この動画の核心テーマ。円安が起きる仕組みをやさしく解説",[11,75164,73293],{},[50984,75166,75167],{},[11,75168,75169],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動き・為替は予測できません。記載の数値は本記事のデータ基準日（2026年6月20日）時点の報道・統計に基づきます。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":75171},[75172,75173,75174,75175,75178,75179,75180,75181,75182],{"id":50998,"depth":57,"text":50998},{"id":51017,"depth":57,"text":51018},{"id":51093,"depth":57,"text":51094},{"id":74849,"depth":57,"text":74850,"children":75176},[75177],{"id":51507,"depth":8742,"text":51507},{"id":51528,"depth":57,"text":51529},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"2026-06-20","楽待の対談（前編）でエミン・ユルマズ氏と永濱利廣氏が語った「AI一強相場」「円安は止まらない」「政権の狙いは1ドル200円」「AIバブル」を、日経7万円・日銀1%利上げ・NVIDIAの社債・鉄道バブルなど一次情報と突き合わせて検証します。",{},"\u002Freading\u002Farticles\u002Femin-nagahama-yen200-ai-bubble-review","2026-06-20T23:55:00+09:00",{"title":74506,"description":75184},"reading\u002Farticles\u002Femin-nagahama-yen200-ai-bubble-review",[75191,52066,73320,70006,28600],"emin-yurmaz","MwQHIr51NBj3a3l_zjGOIgsFz6q2SasrDvvO78ZulsM",{"id":75194,"title":75195,"author":6,"body":75196,"category":62,"dataDate":6,"date":75183,"description":75297,"extension":65,"image":6,"meta":75298,"navigation":67,"path":75299,"publishedAt":75300,"seo":75301,"stem":75302,"tags":75303,"type":6,"updated":6,"__hash__":75304},"articles\u002Freading\u002Farticles\u002F2026-06-20-japan-may-cpi-boj-gap.md","5月コアCPI+1.4%、でも日銀は1%へ利上げ——「公式物価」と家計の実感はなぜずれるのか",{"type":8,"value":75197,"toc":75292},[75198,75208,75210,75215,75222,75253,75256,75261,75267,75270,75275,75282,75284,75287,75289],[11,75199,75200,75201,75204,75205,75207],{},"総務省統計局が6月19日に公表した2026年5月の全国消費者物価指数（CPI）によると、生鮮食品を除いたコアCPIは前年同月比 ",[33,75202,75203],{},"+1.4%"," にとどまり、日銀が掲げる2%目標を依然として下回っている。ところが日銀はその前日（6月16日）、政策金利を0.75%から ",[33,75206,8694],{}," へ引き上げることを決定した——。数字だけ見ると矛盾に映るこの組み合わせの背景を整理しておきたい。",[15,75209,17],{"id":17},[11,75211,75212],{},[33,75213,75214],{},"5月CPI（総務省、6月19日発表）",[11,75216,75217,75221],{},[22,75218,75220],{"href":10568,"rel":75219},[26],"総務省統計局（2026年6月19日公表）","によると、2026年5月の全国CPIは以下のとおり。",[2752,75223,75224,75232],{},[2755,75225,75226],{},[2758,75227,75228,75230],{},[2761,75229,10287],{},[2761,75231,9045],{},[2768,75233,75234,75241,75247],{},[2758,75235,75236,75238],{},[2773,75237,9055],{},[2773,75239,75240],{},"+1.5%",[2758,75242,75243,75245],{},[2773,75244,9068],{},[2773,75246,75203],{},[2758,75248,75249,75251],{},[2773,75250,9079],{},[2773,75252,1744],{},[11,75254,75255],{},"注目したいのはコアコアが+1.8%と、コア（+1.4%）よりも高い点だ。エネルギーを除いた「純粋な国内物価」が着実に上がっていることを示している。",[11,75257,75258],{},[33,75259,75260],{},"日銀が目標未達でも利上げを選んだ理由",[11,75262,75263,75266],{},[22,75264,74388],{"href":53523,"rel":75265},[26],"によると、日銀は6月15・16日の金融政策決定会合でコールレートを0.75%→1.0%へ引き上げた（1995年以来31年ぶりの高水準）。会合は植田総裁が入院中の欠席という異例の状況で、残る8人の委員のうち7対1の賛成多数で決定された。",[11,75268,75269],{},"利上げの主な根拠として示されたのは「原油高を背景とした物価の上振れリスク」だ。コアCPIが1.4%にとどまっていても、ドル円が161円台で推移している現状では、輸入価格を通じた物価上昇圧力が今後波及しやすい環境にある。",[11,75271,75272],{},[33,75273,75274],{},"変動住宅ローンへの影響時期",[11,75276,75277,75281],{},[22,75278,75280],{"href":511,"rel":75279},[26],"モゲチェック（2026年6月16日アップデート）","によると、今回の利上げを受けて多くの銀行が2026年10月に変動金利の基準金利を年0.25%程度引き上げる見込み。既存ローン借入者の返済額への反映は「5年ルール」により通常2027年1月以降となるが、これから新規で変動型を契約する場合は10月以降の適用金利が上がる点に留意が必要だ。",[15,75283,45],{"id":45},[11,75285,75286],{},"「官製の数字（コアCPI+1.4%）と生活実感のずれ」は珍しくない。コアコアが+1.8%まで上昇していることは、食料品や外食など身近な品目が静かに値上がりを続けている実態を映している。加えてエネルギー価格（電気・ガス・ガソリン）が補助金次第で上下するため、家計の体感はより大きく揺れやすい。今週の日銀利上げは「目標に届いていないから据え置き」ではなく、「円安が続けば輸入コストを通じてさらに押し上げられるリスクがある」という先行きへの布石とみるのが自然だろう。預金金利の改善はゆっくりでも、変動ローン金利の上昇は秋に向けて現実となる見通しで、手元の変動型ローン残高を把握しておく週になった。",[15,75288,51],{"id":51},[11,75290,75291],{},"本記事は公開情報をもとにした情報提供を目的としており、投資・借入に関する助言ではありません。金利・物価の見通しは変動し得るものであり、将来の結果を保証するものではありません。ローンや資産運用の判断はご自身の責任でお願いします。",{"title":56,"searchDepth":57,"depth":57,"links":75293},[75294,75295,75296],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"総務省が6月19日に発表した5月のコア消費者物価は前年比+1.4%と日銀目標の2%を下回った。それでも日銀は今週31年ぶりとなる政策金利1.0%への引き上げを決めた。その背景と家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-20-japan-may-cpi-boj-gap","2026-06-20T20:00:00+09:00",{"title":75195,"description":75297},"reading\u002Farticles\u002F2026-06-20-japan-may-cpi-boj-gap",[236,73],"zy3klRr8UoFINDRmx2lo17T8UpEyDmY-i1wtEjDF2MI",{"id":75306,"title":75307,"author":6,"body":75308,"category":62,"dataDate":6,"date":75183,"description":75384,"extension":65,"image":6,"meta":75385,"navigation":67,"path":75386,"publishedAt":75387,"seo":75388,"stem":75389,"tags":75390,"type":6,"updated":6,"__hash__":75391},"articles\u002Freading\u002Farticles\u002F2026-06-20-sp500-recovery-middle-east-yen-161.md","中東停戦合意でS&P500が7,500台回復、ドル円は161円台維持——波乱の週を振り返る",{"type":8,"value":75309,"toc":75379},[75310,75313,75315,75320,75328,75333,75348,75353,75356,75361,75369,75371,75374,75376],[11,75311,75312],{},"日銀の1%利上げ（6月16日）とFOMCのタカ派スタンス（6月17日）が重なった今週、米国株は一時大きく下落した。しかし最後の取引日となった6月18日（木）、トランプ大統領が中東での戦闘停止に向けた暫定合意に署名したことで地政学リスクが後退し、S&P500は反発して週を終えた。19日（金）は米国の祝日「ジューンティーンス（Juneteenth）」のためニューヨーク市場は終日休場。来週月曜の東京市場に向けて、この1週間の動きを整理しておきたい。",[15,75314,17],{"id":17},[11,75316,75317],{},[33,75318,75319],{},"S&P500が7,500台を回復",[11,75321,75322,75327],{},[22,75323,75326],{"href":75324,"rel":75325},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_19_us500\u002F",[26],"OANDAの市場解説（6月19日付）","によると、6月18日（木）のS&P500終値は7,500.58ポイント（前日比+80.48ポイント、+1.08%）。前日のFOMCがタカ派的な内容だったことを受け7,420台まで下落していたが、中東暫定停戦のニュースでマグニフィセント7（大型ハイテク7社）が全面高となり指数を押し上げた。セクター別では情報技術が+2.68%と上昇を主導。一方でエネルギーセクターは−1.73%と下落し、停戦による原油価格下落への警戒が表れた。",[11,75329,75330],{},[33,75331,75332],{},"ドル円は161円台が続く",[11,75334,75335,75336,75341,75342,75347],{},"6月19日のドル円は161円台半ばで推移した（",[22,75337,75340],{"href":75338,"rel":75339},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_19_usdjpy\u002F",[26],"OANDA、6月19日","）。日銀が6月16日に政策金利を0.75%から1.0%へ引き上げ（1995年9月以来31年ぶりの高水準）、7対1の賛成多数で決定したにもかかわらず（",[22,75343,75346],{"href":75344,"rel":75345},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fnews\u002Fdetail\u002F7eb3226386e8ba1fafc5c6706e017f29b31ef2fd",[26],"時事通信・Yahoo!ファイナンス、6月16日","）、円高への転換は限定的なままだ。米国の政策金利に対する先高感が依然として市場で意識されており、日米の金利差が縮まりにくい環境が続いている。財務省・日銀は160〜162円台での介入に警戒を強めているとされ、160円台では急落する場面もあった。",[11,75349,75350],{},[33,75351,75352],{},"6月19日は米国休場（ジューンティーンス）",[11,75354,75355],{},"6月19日は米国の連邦祝日「ジューンティーンス」のため、ニューヨーク証券取引所は終日休場。前取引日（6月18日）の終値が次のニューヨーク市場が開く月曜（6月22日）まで持ち越しとなる。",[11,75357,75358],{},[33,75359,75360],{},"変動住宅ローンは10月に基準金利が上がる見通し",[11,75362,75363,75364,75368],{},"今回の日銀利上げを受け、多くの銀行が2026年10月に変動金利の基準金利を引き上げるとみられている（",[22,75365,75367],{"href":29952,"rel":75366},[26],"マイナビニュース、6月16日","）。既存ローンの返済額への反映は「5年ルール」により通常2027年1月以降となる見込みで、すぐに月々の支払いが増えるわけではないが、これから変動型で新規契約する場合は10月以降の適用金利が高くなる点に注意が必要だ。",[15,75370,45],{"id":45},[11,75372,75373],{},"S&P500は中東情勢の緩和で持ち直したが、FOMCが利下げに転じない限り日米金利差は縮まりにくく、円安による輸入コスト上昇が家計に圧力をかけ続ける状況は変わっていない。来週月曜（6月22日）は米国市場が再開する最初の日となるため、ニューヨーク市場の動向が改めて注目されそうだ。",[15,75375,51],{"id":51},[11,75377,75378],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。記載の金利・返済見通しはあくまで参考であり、将来の市場動向・金利変更を保証するものではありません。住宅ローンの対応や資産配分の変更は、各金融機関の条件を確認のうえ、ご自身の判断で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":75380},[75381,75382,75383],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀1%利上げとFOMCタカ派で揺れた今週、米国株は6月18日に中東暫定停戦合意を受けてS&P500が7,500台に反発。しかし円は161円台を維持しており、輸入コスト高の圧力は続く。ジューンティーンス休場明けの月曜に向け、この1週間の動きを整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-20-sp500-recovery-middle-east-yen-161","2026-06-20T09:00:00+09:00",{"title":75307,"description":75384},"reading\u002Farticles\u002F2026-06-20-sp500-recovery-middle-east-yen-161",[164,73],"EZayUhM85Bw0iiCPv5oy81PHCyqFLYR6eOrx2husteM",{"id":75393,"title":75394,"author":6,"body":75395,"category":62,"dataDate":6,"date":75476,"description":75477,"extension":65,"image":6,"meta":75478,"navigation":67,"path":75479,"publishedAt":75480,"seo":75481,"stem":75482,"tags":75483,"type":6,"updated":6,"__hash__":75484},"articles\u002Freading\u002Farticles\u002F2026-06-19-boj-rate-1pct-nikkei-record.md","日銀1.0%利上げ週の相場まとめ｜日経最高値71,250円・ドル円161円・変動ローンはいつ上がる？",{"type":8,"value":75396,"toc":75471},[75397,75400,75402,75407,75414,75419,75431,75436,75445,75450,75461,75463,75466,75468],[11,75398,75399],{},"日本銀行が今週（6月15・16日）、政策金利を1.0%に引き上げることを決定した。1995年以来31年ぶりの高水準となる中、東京株式市場は6月19日（金）の大引けで日経平均が前日比196円57銭高の71,250円06銭と7日続伸し、連日で史上最高値を更新した。一方、ドル円は161円17銭近辺で推移し、円安基調は変わっていない。",[15,75401,17],{"id":17},[11,75403,75404],{},[33,75405,75406],{},"日銀の追加利上げ（0.75% → 1.0%）",[11,75408,75409,75410,75413],{},"日本銀行は6月15・16日の金融政策決定会合で政策金利を0.25ポイント引き上げ、1.0%とすることを決定した（",[22,75411,315],{"href":69713,"rel":75412},[26],"）。1995年以来31年ぶりの高水準で、賛成7・反対1の多数決。春闘での賃上げ定着と物価の上振れリスクが主な背景とされる。",[11,75415,75416],{},[33,75417,75418],{},"日経平均は7日連続の最高値更新",[11,75420,75421,75422,75426,75427,42],{},"利上げ決定後も東証は上昇基調を維持。6月19日の終値は71,250円06銭（前日比+196円57銭）で7日連続の史上最高値更新となった（",[22,75423,29645],{"href":75424,"rel":75425},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F79534",[26],"）。半導体・AI関連株が相場を牽引し、フジクラ（5803）が業績予想の大幅上方修正を発表したことが上昇の弾みとなっている（",[22,75428,315],{"href":75429,"rel":75430},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB19130TZ10C26A6000000\u002F",[26],[11,75432,75433],{},[33,75434,75435],{},"ドル円は161円17銭で円安継続",[11,75437,75438,75439,75444],{},"6月19日仲値は1ドル＝161円17銭（",[22,75440,75443],{"href":75441,"rel":75442},"https:\u002F\u002Fwww.ryugin.co.jp\u002Fcommon\u002Fuploads\u002Fkawase_souba.pdf",[26],"琉球銀行 外国為替相場","）。日銀が利上げを実施してもドル円は大きく円高方向に動いておらず、輸入食品・エネルギーコストの高止まりが続く構図は変わっていない。",[11,75446,75447],{},[33,75448,75449],{},"変動金利型住宅ローンへの反映は10月以降",[11,75451,75452,75453,374,75456,75460],{},"金融機関の変動金利は短期プライムレートに連動する仕組みのため、今回の利上げが実際に反映されるのは多くの銀行で2026年10月（一斉改定）が最有力とされる（",[22,75454,1754],{"href":511,"rel":75455},[26],[22,75457,75459],{"href":72415,"rel":75458},[26],"東京新聞デジタル","）。「5年ルール」が適用される利用者では月々の返済額への反映がさらに遅れるケースもある。",[15,75462,45],{"id":45},[11,75464,75465],{},"利上げ後も日経が最高値を更新し続けていることは、市場が「賃上げ定着→企業業績の改善」シナリオを評価している側面とも読める。一方、ドル円が161円台にとどまる限り、輸入物価の押し下げ効果は限られ、食料品や光熱費の値下がりはすぐには期待しにくい。変動金利型の住宅ローンを抱える家庭は、10月以降の返済額の変化を今から試算しておくと慌てずに済みそうだ。",[15,75467,51],{"id":51},[11,75469,75470],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や特定の金融商品を推奨するものではなく、将来の相場・金利・物価を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":75472},[75473,75474,75475],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-19","日銀が今週1.0%へ利上げ（31年ぶり高水準）後も日経は最高値更新。ドル円は161円台で円安継続中。変動金利型住宅ローンへの反映時期と、今後の家計への影響ポイントをまとめます。",{},"\u002Freading\u002Farticles\u002F2026-06-19-boj-rate-1pct-nikkei-record","2026-06-19T20:00:00+09:00",{"title":75394,"description":75477},"reading\u002Farticles\u002F2026-06-19-boj-rate-1pct-nikkei-record",[73,236],"nZoyhZlMFLfO0jqgps6fHlyAx1PuILRZWRjRL0JexU8",{"id":75486,"title":75487,"author":6,"body":75488,"category":62,"dataDate":6,"date":75476,"description":75535,"extension":65,"image":6,"meta":75536,"navigation":67,"path":75537,"publishedAt":75538,"seo":75539,"stem":75540,"tags":75541,"type":6,"updated":6,"__hash__":75542},"articles\u002Freading\u002Farticles\u002F2026-06-19-nikkei-7days-topix-divergence.md","日経平均7日続伸・前場71,314円 ─ TOPIXは反落、\"指数格差\"が浮き彫りに",{"type":8,"value":75489,"toc":75530},[75490,75503,75505,75512,75520,75522,75525,75527],[11,75491,75492,75493,75498,75499,42],{},"6月19日の前場（午前の取引）、日経平均株価は前日比261円18銭高の71,314円67銭で引けた（",[22,75494,75497],{"href":75495,"rel":75496},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F755087",[26],"株式新聞、2026-06-19","）。7日続伸と連騰が続くが、寄り付き直後は497円高まで上値を伸ばした後、利益確定売りに押されて上昇幅が半減。一方、東証株価指数（TOPIX）は13.11ポイント安の4,055.07と反落した（",[22,75500,75502],{"href":73817,"rel":75501},[26],"日本経済新聞、2026-06-19",[15,75504,17],{"id":17},[11,75506,75507,75508,75511],{},"日経平均が続伸する一方でTOPIXが下落する「指数の逆行」が生じた。日経平均はソフトバンクグループ・住友電工・TDKが上昇に貢献した一方、ファーストリテイリング・東京エレクトロン・太陽誘電は下落した（",[22,75509,75502],{"href":73817,"rel":75510},[26],"）。日経平均は225銘柄の中でも構成比率が高い一部の大型株に値動きが引っ張られやすい計算方式のため、そのウエイト上位銘柄の騰落が指数全体の印象を左右しやすい。",[11,75513,75514,75515,75519],{},"背景には、先週の日銀利上げ（政策金利0.75%→1.0%、",[22,75516,75518],{"href":6015,"rel":75517},[26],"第一ライフ資産運用経済研究所、2026-06-16","）や米欧貿易摩擦への警戒感が尾を引いており、投資家の物色が絞られている様子がうかがえる。",[15,75521,45],{"id":45},[11,75523,75524],{},"NISAでオルカン（全世界株式）やTOPIXインデックスファンドを積み立てている場合、日経平均の数字ほど好調ではない可能性がある。逆に日経平均連動型を持っていれば、広い市場より恩恵を受けている局面とも言える。日々のニュースの見出し数字が「どの指数か」を意識しておくと、保有ファンドの成績との乖離に戸惑いにくくなる。",[15,75526,51],{"id":51},[11,75528,75529],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価を保証するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":75531},[75532,75533,75534],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月19日前場、日経平均は7日続伸で71,314円。ただし上昇幅は寄り付き比で半減し、TOPIXは0.32%反落。同じ「日本株」でも指数によって体感が大きく異なる状況が続いている。",{},"\u002Freading\u002Farticles\u002F2026-06-19-nikkei-7days-topix-divergence","2026-06-19T13:00:00+09:00",{"title":75487,"description":75535},"reading\u002Farticles\u002F2026-06-19-nikkei-7days-topix-divergence",[73,74],"ht_mlZpuEK_-rEoRYdgyKvxDZpWL9lGb5vdMqZH2BjY",{"id":75544,"title":75545,"author":6,"body":75546,"category":57326,"dataDate":6,"date":75476,"description":75678,"extension":65,"image":6,"meta":75679,"navigation":67,"path":75680,"publishedAt":6,"seo":75681,"stem":75682,"tags":75683,"type":6,"updated":6,"__hash__":75684},"articles\u002Freading\u002Farticles\u002Fwhat-is-pbr.md","PBRとは？株価純資産倍率で「割安・1倍割れ」を見る指標をやさしく解説",{"type":8,"value":75547,"toc":75673},[75548,75551,75555,75560,75562,75568,75571,75591,75593,75597,75600,75605,75608,75611,75616,75621,75626,75662,75665,75669,75671],[11,75549,75550],{},"PBR（Price-to-Book Ratio）は、株価が会社の「帳簿上の資産価値」の何倍かを示す指標です。「1倍割れ」という表現を見かけることが増えていますが、それが具体的に何を意味するのかを整理します。",[15,75552,75554],{"id":75553},"pbr株価純資産倍率とは","PBR（株価純資産倍率）とは",[11,75556,75557,75559],{},[33,75558,58681],{},"：株価が会社の純資産（帳簿上の解散価値）の何倍で取引されているかを示す指標。",[11,75561,58685],{},[64164,75563,75566],{"className":75564,"code":75565,"language":64169},[64167],"PBR ＝ 株価 ÷ 1株あたり純資産（BPS）\nBPS ＝ 純資産（株主資本）÷ 発行済株式数\n",[51554,75567,75565],{"__ignoreMap":56},[11,75569,75570],{},"「純資産」は、会社が保有する資産から負債を引いた残り（株主に帰属する部分）です。仮に会社が今すぐ解散してすべての資産を売却し、負債を返済した場合に理論上株主に戻ってくる金額が純資産にあたります。",[443,75572,75573,75579,75585],{},[446,75574,75575,75578],{},[33,75576,75577],{},"PBR ＝ 1倍","：株価と帳簿上の解散価値がほぼ同じ水準",[446,75580,75581,75584],{},[33,75582,75583],{},"PBR ＜ 1倍（1倍割れ）","：株価が帳簿上の解散価値を下回っている状態",[446,75586,75587,75590],{},[33,75588,75589],{},"PBR ＞ 1倍","：成長期待・ブランド力・収益力が純資産に上乗せされて評価されている状態",[15,75592,58696],{"id":58696},[11,75594,75595],{},[33,75596,69082],{},[11,75598,75599],{},"PBRが低いほど株価は「帳簿上の価値」に近い水準にあり、一般に「割安」の目安として使われます。ただし、低いからといって必ずしもお買い得とは言えません。",[11,75601,75602],{},[33,75603,75604],{},"目安・使いどころ",[11,75606,75607],{},"業種によってPBRの水準は大きく異なります。銀行・保険などの金融業は資産規模が大きいためPBRが低めに出やすく、ITや成長企業は将来収益への期待から高くなりやすいです。絶対値ではなく業種平均と比較することが基本です。",[11,75609,75610],{},"PBRと収益性（ROE）には次のような関係があります。",[64164,75612,75614],{"className":75613,"code":72062,"language":64169},[64167],[51554,75615,72062],{"__ignoreMap":56},[11,75617,75618,75619,72071],{},"ROE（自己資本利益率）が低いままPBRだけが低い場合は、収益力そのものが評価されていないケースが多く、単純に「安い」とは言いにくいです。PBRが低い",[33,75620,72070],{},[11,75622,75623],{},[33,75624,75625],{},"PERとの違い",[2752,75627,75628,75638],{},[2755,75629,75630],{},[2758,75631,75632,75634,75636],{},[2761,75633,10287],{},[2761,75635,72095],{},[2761,75637,72098],{},[2768,75639,75640,75651],{},[2758,75641,75642,75645,75648],{},[2773,75643,75644],{},"PER",[2773,75646,75647],{},"利益（EPS）",[2773,75649,75650],{},"稼ぐ力に対する株価の水準",[2758,75652,75653,75656,75659],{},[2773,75654,75655],{},"PBR",[2773,75657,75658],{},"純資産（BPS）",[2773,75660,75661],{},"持っている資産に対する株価の水準",[11,75663,75664],{},"PERは「稼ぐ力」との対比、PBRは「持っている資産」との対比です。両方を合わせて見ることで、多角的な判断材料になります。",[11,75666,75667,69118],{},[22,75668,51723],{"href":51722},[15,75670,51],{"id":51},[11,75672,58732],{},{"title":56,"searchDepth":57,"depth":57,"links":75674},[75675,75676,75677],{"id":75553,"depth":57,"text":75554},{"id":58696,"depth":57,"text":58696},{"id":51,"depth":57,"text":51},"PBR（株価純資産倍率）の意味・計算式・1倍割れ株の読み方を初心者向けにわかりやすく解説します。解散価値との関係や、ROEやPERとの使い分けについても丁寧に紹介しています。",{},"\u002Freading\u002Farticles\u002Fwhat-is-pbr",{"title":75545,"description":75678},"reading\u002Farticles\u002Fwhat-is-pbr",[58744,28600],"I7wKBu9R_Ziz8XSNuH5d1zuRTz_ShwPsIO4R9ahp0oU",{"id":75686,"title":75687,"author":6,"body":75688,"category":62,"dataDate":6,"date":75476,"description":75756,"extension":65,"image":6,"meta":75757,"navigation":67,"path":75758,"publishedAt":75759,"seo":75760,"stem":75761,"tags":75762,"type":6,"updated":6,"__hash__":75763},"articles\u002Freading\u002Farticles\u002F2026-06-19-flat35-rate-breaks-3-percent.md","フラット35が現行制度で初の3%超え——長期金利上昇が固定住宅ローンを直撃",{"type":8,"value":75689,"toc":75751},[75690,75699,75701,75713,75730,75741,75743,75746,75748],[11,75691,75692,75693,75698],{},"前週（6月12〜18日）の米国株式市場は、S&P500が11週中10週目の上昇を記録し、ナスダックは半導体株主導で前週比+2.4%と上伸した（",[22,75694,75697],{"href":75695,"rel":75696},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F06\u002F17\u002Fstock-market-today-live-updates.html",[26],"CNBC, 2026-06-17","）。グローバル株ETFを保有するNISA投資家には追い風となった週だが、日本の家計にとってより切実な動きが固定住宅ローン市場で起きている。",[15,75700,17],{"id":17},[11,75702,75703,75704,75707,75708,42],{},"住宅金融支援機構が提供する長期固定金利住宅ローン「フラット35」の2026年6月の最低金利は、前月比+0.5%上昇の ",[33,75705,75706],{},"3.21%"," となった（",[22,75709,75712],{"href":75710,"rel":75711},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA012N40R00C26A6000000\u002F",[26],"日本経済新聞, 2026-06-01",[443,75714,75715,75721,75727],{},[446,75716,75717,75720],{},[33,75718,75719],{},"2017年の現行制度移行後、初めて3%を超えた","節目",[446,75722,75723,75724],{},"前月比+0.5%は",[33,75725,75726],{},"過去最大幅の上昇",[446,75728,75729],{},"わずか2か月で急上昇：4月 2.39% → 5月 2.71% → 6月 3.21%",[11,75731,75732,75733,75736,75737,75740],{},"背景には日本の長期金利（10年物国債利回り）の上昇がある。5月中旬には一時 2.8% と",[33,75734,75735],{},"約29年半ぶりの高水準","に達し（",[22,75738,3397],{"href":75710,"rel":75739},[26],"）、フラット35の適用金利がその影響を直接受けた形だ。",[15,75742,45],{"id":45},[11,75744,75745],{},"米国でも連邦準備制度（Fed）がFOMCの半数メンバーが年内追加利上げを示唆しており、グローバルに長期金利が上昇しやすい環境が続いている。日本でも日銀の利上げ観測と財政拡大への懸念が国債利回りを押し上げており、固定借入コストの高止まりが長引く可能性は頭に入れておきたい。変動金利との差が依然大きい状況で、固定への切り替えや新規借入を検討している人には、月々の返済額が具体的にどう変わるか試算しておく段階といえる。",[15,75747,51],{"id":51},[11,75749,75750],{},"本記事は情報提供を目的としたものであり、住宅ローン・投資に関する助言ではありません。借入の選択は個人の収入・資産状況によって異なります。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":75752},[75753,75754,75755],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026年6月のフラット35最低金利が3.21%と現行制度移行後初めて3%を突破。2か月で0.82%上昇した背景と、家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-19-flat35-rate-breaks-3-percent","2026-06-19T09:00:00+09:00",{"title":75687,"description":75756},"reading\u002Farticles\u002F2026-06-19-flat35-rate-breaks-3-percent",[236,73],"F4BhoP0x6tk5Y_bOHht5uX2RX6B-zxVP20JhjNQ6v0g",{"id":75765,"title":75766,"author":6,"body":75767,"category":62,"dataDate":6,"date":75858,"description":75859,"extension":65,"image":6,"meta":75860,"navigation":67,"path":75861,"publishedAt":75862,"seo":75863,"stem":75864,"tags":75865,"type":6,"updated":6,"__hash__":75866},"articles\u002Freading\u002Farticles\u002F2026-06-18-nikkei-70000-close-record.md","日経平均が終値で史上初の7万円台——株高と家計インフレ負担が並走した一日の総括",{"type":8,"value":75768,"toc":75853},[75769,75784,75786,75794,75797,75814,75825,75834,75844,75846,75849,75851],[11,75770,75771,75772,75775,75776,75779,75780,42],{},"18日（木）の東京株式市場は、日経平均株価が",[33,75773,75774],{},"終値71,053円（前日比＋1,151円、+1.65%）","と6日続伸で大引けを迎えた。",[33,75777,75778],{},"終値ベースで7万円を超えるのは史上初","のことで、前夜に米国株が全面安となるなかでも、AI・半導体関連への東京時間の旺盛な買いが「意外高」を演出した（",[22,75781,3397],{"href":75782,"rel":75783},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB183WH0Y6A610C2000000\u002F",[26],[15,75785,17],{"id":17},[11,75787,75788,75793],{},[22,75789,75792],{"href":75790,"rel":75791},"https:\u002F\u002Fgentosha-go.com\u002Farticles\u002F-\u002F79497",[26],"6月18日の終値71,053.49円","は、東京証券取引所が1949年に取引を再開して約77年で初めて7万円の大台に乗せた歴史的な引けとなった。前場につけた日中高値とほぼ変わらない水準で大引けを迎えており、後場も売りに押されることなく高値圏をキープした。",[11,75795,75796],{},"今日一日を動かした材料を振り返る。",[11,75798,75799,75802,75803,75805,75806,75809,75810,42],{},[33,75800,75801],{},"① 日銀利上げの「通過」","：6月16日の金融政策決定会合で政策金利が0.75%から",[33,75804,5948],{},"に引き上げられた（",[22,75807,3397],{"href":53523,"rel":75808},[26],"）。1995年以来31年ぶりの水準で、植田総裁不在のなか氷見野副総裁が議長を務めた異例の会合となった。市場は「引き締め不安」よりも「不確実性の払拭」として好感し、日銀会合通過後にかえって買いが膨らんだ（",[22,75811,3419],{"href":75812,"rel":75813},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015150931000",[26],[11,75815,75816,75819,75820,75824],{},[33,75817,75818],{},"② FOMCとの切り離し","：FRBは6月16〜17日のFOMCで政策金利を3.50〜3.75%に4会合連続で据え置きつつ、タカ派的な姿勢を示した（",[22,75821,69340],{"href":75822,"rel":75823},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F622959.html",[26],"）。前夜のニューヨーク市場は株式全面安で終わったが、東京市場はこれを引き継がず独自の買い先行が続いた。",[11,75826,75827,75830,75831,42],{},[33,75828,75829],{},"③ 中東情勢の緩和期待","：米国とイランの戦闘終結をめぐる交渉進展が伝わり、ホルムズ海峡正常化→原油安→エネルギーコスト低下というシナリオが買いを後押しした。半導体関連銘柄がストップ高に相次ぐ場面もあった（",[22,75832,29645],{"href":75790,"rel":75833},[26],[11,75835,29794,75836,4697,75839,75843],{},[33,75837,75838],{},"円相場は1ドル＝160円台後半",[22,75840,332],{"href":75841,"rel":75842},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F370645",[26],"）。日銀が31年ぶりの1%利上げを実施しても、日米の政策金利差は依然大きく、円安圧力は続いている。",[15,75845,45],{"id":45},[11,75847,75848],{},"株価の大台突破は注目を集めるが、円が160円台で高止まりしている間は食料・エネルギーの輸入コストは家計の重荷であり続ける。NISA口座で国内株インデックスや半導体関連に投資している方は評価額が押し上げられている半面、日々の買い物の物価は別の動きをしているという「二重構造」の一日だった。",[15,75850,51],{"id":51},[11,75852,9873],{},{"title":56,"searchDepth":57,"depth":57,"links":75854},[75855,75856,75857],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-18","18日の日経平均は終値71,053円と史上初めて7万円台で引け、6日続伸。日銀31年ぶり1%利上げ通過後も株価は底堅く、AI・半導体が牽引。円は160円台で輸入物価への圧力は続く。",{},"\u002Freading\u002Farticles\u002F2026-06-18-nikkei-70000-close-record","2026-06-18T20:00:00+09:00",{"title":75766,"description":75859},"reading\u002Farticles\u002F2026-06-18-nikkei-70000-close-record",[73,236],"PPy148lAExsoct60_4Oa4pmkX2LV4K29B7AfpdsQHEk",{"id":75868,"title":75869,"author":6,"body":75870,"category":62,"dataDate":6,"date":75858,"description":75930,"extension":65,"image":6,"meta":75931,"navigation":67,"path":75932,"publishedAt":75933,"seo":75934,"stem":75935,"tags":75936,"type":6,"updated":6,"__hash__":75937},"articles\u002Freading\u002Farticles\u002F2026-06-18-nikkei-71000-iran-semiconductors.md","日経平均が前場に史上初の7万1000円台 ── 米イラン覚書・半導体株高が牽引",{"type":8,"value":75871,"toc":75925},[75872,75879,75881,75884,75889,75901,75906,75915,75917,75920,75922],[11,75873,75874,75875,75878],{},"18日（木）の東京前場、日経平均株価は",[33,75876,75877],{},"史上初めて7万1000円台","を付け、前引けは前日比1150円05銭高の7万1052円30銭（6日続伸）で終えました。",[15,75880,17],{"id":17},[11,75882,75883],{},"前場を主導した材料は大きく2つです。",[11,75885,75886],{},[33,75887,75888],{},"① 米国・イランの戦闘終結覚書への電子署名",[11,75890,75891,75892,374,75896,75900],{},"トランプ政権とイランが戦闘終結に向けた覚書に電子署名したと伝わり、ホルムズ海峡の正常化期待からリスクオンムードが広がりました（",[22,75893,983],{"href":75894,"rel":75895},"https:\u002F\u002Fkabushiki.jp\u002Fnews\u002F754919",[26],[22,75897,315],{"href":75898,"rel":75899},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL180N80Y6A610C2000000\u002F",[26],"）。ホルムズ海峡は世界の原油輸送の要衝であり、通航正常化は原油価格の下押し要因として意識されています。",[11,75902,75903],{},[33,75904,75905],{},"② 半導体関連株への買い",[11,75907,75908,75909,75914],{},"前日の米国市場でフィラデルフィア半導体指数（SOX）が上昇した流れを引き継ぎ、東京市場でも半導体関連銘柄に買いが集まりました（",[22,75910,75913],{"href":75911,"rel":75912},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL180AU0Y6A610C2000000\u002F",[26],"日経新聞・寄り付き速報","）。寄り付き直後の上げ幅は一時1400円を超えました。",[15,75916,45],{"id":45},[11,75918,75919],{},"中東リスクの後退は原油安→エネルギーコスト低下を通じて輸入物価の押し下げに働く可能性があり、ガソリン・電気料金を通じた家計への恩恵が出てくる展開も考えられます。ただし、覚書の最終合意はまだ確定していないため、相場の上振れが持続するかは今後の交渉次第で変わりやすい点には注意が必要です。",[15,75921,51],{"id":51},[11,75923,75924],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定の銘柄・ファンドの売買を推奨するものではなく、将来の株価や相場の方向性を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":75926},[75927,75928,75929],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"18日前場、日経平均株価が史上初めて7万1000円台に到達し6日続伸。米国・イランの戦闘終結覚書への電子署名と半導体株高が追い風。",{},"\u002Freading\u002Farticles\u002F2026-06-18-nikkei-71000-iran-semiconductors","2026-06-18T13:00:00+09:00",{"title":75869,"description":75930},"reading\u002Farticles\u002F2026-06-18-nikkei-71000-iran-semiconductors",[73,164],"eNBym67jfCpIUljMDu49ESutkp-IxrN57QI25Sh-ZRY",{"id":75939,"title":75940,"author":6,"body":75941,"category":57326,"dataDate":6,"date":75858,"description":76031,"extension":65,"image":6,"meta":76032,"navigation":67,"path":76033,"publishedAt":6,"seo":76034,"stem":76035,"tags":76036,"type":6,"updated":6,"__hash__":76037},"articles\u002Freading\u002Farticles\u002Fwhy-yen-weakens.md","円安はなぜ起きる？家計への影響を初心者向けにやさしく解説",{"type":8,"value":75942,"toc":76023},[75943,75946,75949,75952,75955,75975,75978,75998,76001,76009,76012,76018,76020],[11,75944,75945],{},"円安は「円の価値がほかの通貨に対して下がること」です。輸入に頼る食品やエネルギーの値段を押し上げ、家計に直接効いてきます。なぜ起きるのか、暮らしに何が起きるのかを順に整理します。",[15,75947,75948],{"id":75948},"円安とは",[11,75950,75951],{},"たとえば「1ドル＝150円」が「1ドル＝160円」になると、同じ1ドルを買うのにより多くの円が必要になります。これが円安、つまり円の価値が下がった状態です。逆に必要な円が減れば円高（円の価値が上がった状態）です。",[15,75953,75954],{"id":75954},"なぜ円安が起きるのか",[443,75956,75957,75963,75969],{},[446,75958,75959,75962],{},[33,75960,75961],{},"金利差（いちばん効きやすい）","：日本より海外、とくに米国の金利が高いと、より高い利息を求めてお金が円から外貨へ移りやすくなります。円を売ってドルを買う動きが円安につながります。",[446,75964,75965,75968],{},[33,75966,75967],{},"貿易・お金の流れ","：輸入が増えて外貨が多く必要になると、円売りが進みやすくなります。",[446,75970,75971,75974],{},[33,75972,75973],{},"期待・思惑","：「この先も金利差は続く」といった見方が広がると、為替が一方向に動きやすくなります。",[15,75976,75977],{"id":75977},"家計への影響",[443,75979,75980,75986,75992],{},[446,75981,75982,75985],{},[33,75983,75984],{},"輸入品が値上がり","：食品・ガソリン・電気代など、海外から買うものの価格が上がりやすい",[446,75987,75988,75991],{},[33,75989,75990],{},"海外旅行や輸入ブランドが割高に","：同じ買い物により多くの円がかかる",[446,75993,75994,75997],{},[33,75995,75996],{},"企業によってはプラス面も","：輸出企業の採算は改善しやすく、株価には追い風になる場合がある",[15,75999,76000],{"id":76000},"よくあるつまずき",[443,76002,76003,76006],{},[446,76004,76005],{},"「円安＝悪」と一律に思いがち → 立場によって異なります。輸入で家計は苦しくなる一方、輸出企業や外貨建て資産にはプラスに働く面もあります。",[446,76007,76008],{},"「円高に戻ればすべて解決」ではない → 急な変動はそれ自体が経済や物価を揺らします。",[15,76010,76011],{"id":76011},"資産防衛の視点では",[11,76013,76014,76015,76017],{},"円安はインフレ（物価高）と結びつき、現金の価値を実質的に目減りさせます。自分の資産がインフレ・円安にどれくらい耐えられるかは ",[22,76016,51723],{"href":51722}," で概算できます。",[15,76019,51],{"id":51},[11,76021,76022],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。特定の銘柄・商品の売買や利益を保証・推奨するものではありません。為替や物価の見通しを断定するものではなく、最終判断は各社公式情報や一次情報を確認のうえご自身の責任で行ってください。数値・実績に触れる場合は出典と取得日を明記します。",{"title":56,"searchDepth":57,"depth":57,"links":76024},[76025,76026,76027,76028,76029,76030],{"id":75948,"depth":57,"text":75948},{"id":75954,"depth":57,"text":75954},{"id":75977,"depth":57,"text":75977},{"id":76000,"depth":57,"text":76000},{"id":76011,"depth":57,"text":76011},{"id":51,"depth":57,"text":51},"円安は円の価値がほかの通貨に対して下がること。金利差を中心に起きる理由と、輸入品の値上がりなど家計への影響を、投資初心者向けにやさしく整理します。",{},"\u002Freading\u002Farticles\u002Fwhy-yen-weakens",{"title":75940,"description":76031},"reading\u002Farticles\u002Fwhy-yen-weakens",[73320,236],"rGHWHRvQlkIg7ew9_p1urC-IHgHlbkoxIK9aKtD3Wt0",{"id":76039,"title":76040,"author":6,"body":76041,"category":57326,"dataDate":6,"date":75858,"description":76101,"extension":65,"image":6,"meta":76102,"navigation":67,"path":76103,"publishedAt":6,"seo":76104,"stem":76105,"tags":76106,"type":6,"updated":6,"__hash__":76107},"articles\u002Freading\u002Farticles\u002Fwhat-is-per.md","PERとは？株価が割安・割高かを見る基本指標をやさしく解説",{"type":8,"value":76042,"toc":76096},[76043,76046,76050,76055,76058,76063,76066,76068,76092,76094],[11,76044,76045],{},"PER（株価収益率）は、株価が会社の利益に対して割高か割安かを大づかみに見るための代表的な指標です。数字の大小だけで「買い・売り」を決める道具ではなく、ほかの指標と合わせて使うのが基本です。",[15,76047,76049],{"id":76048},"per株価収益率とは","PER（株価収益率）とは",[11,76051,76052,76054],{},[33,76053,58681],{},"：いまの株価が「1年分の利益の何倍まで買われているか」を表す数字です。",[11,76056,76057],{},"計算式は次の通りです。",[11,76059,76060],{},[51554,76061,76062],{},"PER（倍）＝ 株価 ÷ 1株あたり利益（EPS）",[11,76064,76065],{},"たとえば株価2,000円・EPS（1株あたり利益）100円なら、PERは20倍。「利益の20年分の値段がついている」というイメージです。数字が大きいほど利益のわりに株価が高く（割高に）、小さいほど低く（割安に）評価されている、と読みます。",[15,76067,58696],{"id":58696},[443,76069,76070,76075,76081,76087],{},[446,76071,76072,76074],{},[33,76073,64187],{},"：利益に対して株価が割高か割安かの目安になる",[446,76076,76077,76080],{},[33,76078,76079],{},"水準は業種で違う","：成長期待の大きい業種は高め、成熟した業種は低めになりやすい。「何倍だから割安」と一律には言えない",[446,76082,76083,76086],{},[33,76084,76085],{},"単独で判断しない","：利益が一時的に落ちるとPERは見かけ上跳ね上がる。PBRやROE、利益の伸びと併せて見るのが基本",[446,76088,76089,76091],{},[33,76090,72084],{},"：PERは「利益」と比べる指標、PBR（株価純資産倍率）は「純資産」と比べる指標",[15,76093,51],{"id":51},[11,76095,58732],{},{"title":56,"searchDepth":57,"depth":57,"links":76097},[76098,76099,76100],{"id":76048,"depth":57,"text":76049},{"id":58696,"depth":57,"text":58696},{"id":51,"depth":57,"text":51},"PER（株価収益率）の意味・計算式・初心者の見方をコンパクトに整理。株価が利益の何倍まで買われているかを表す指標で、単独でなく他指標と併せて読みます。",{},"\u002Freading\u002Farticles\u002Fwhat-is-per",{"title":76040,"description":76101},"reading\u002Farticles\u002Fwhat-is-per",[58744,28600],"MYI1cZjAsF894D8A9Dz83iWtEpd3GCwoGpWQz5iXNnA",{"id":76109,"title":76110,"author":6,"body":76111,"category":62,"dataDate":6,"date":75858,"description":76244,"extension":65,"image":6,"meta":76245,"navigation":67,"path":76246,"publishedAt":76247,"seo":76248,"stem":76249,"tags":76250,"type":6,"updated":6,"__hash__":76251},"articles\u002Freading\u002Farticles\u002F2026-06-18-boj-rate-1pct-fomc-hawkish.md","日銀が政策金利を1%へ引き上げ──31年ぶり高水準、FOMCもタカ派でNY株全面安",{"type":8,"value":76112,"toc":76239},[76113,76120,76122,76127,76143,76148,76151,76195,76200,76208,76210,76231,76234,76236],[11,76114,76115,76116,76119],{},"日銀が6月16日の金融政策決定会合で政策金利（無担保コール翌日物レート）を",[33,76117,76118],{},"0.75%から1.0%へ引き上げ","ました。1.0%という水準は1995年以来31年ぶり。前夜（6月17日）の米国市場では連邦公開市場委員会（FOMC）がタカ派的スタンスを示し、NYダウが約507ドル安と全面安になりました。円相場は依然として160円台で推移しており、金利を引き上げても円安が続いている構図です。",[15,76121,17],{"id":17},[11,76123,76124],{},[33,76125,76126],{},"日銀：4会合ぶりの利上げ",[11,76128,76129,76133,76134,76138,76139,76142],{},[22,76130,74388],{"href":76131,"rel":76132},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB154P00V10C26A6000000\u002F",[26],"によると、日銀は政策金利を0.75%から1.0%へ引き上げることを7対1の賛成多数で決定しました。引き上げの背景として、声明文は「中東情勢を起点とした原油価格上昇が企業間の価格転嫁をやや速いスピードで進めている」と説明しています。",[22,76135,76137],{"href":6015,"rel":76136},[26],"第一生命経済研究所（2026年6月）","の分析では、6月15日にトランプ大統領がイランとの停戦合意を発表し原油価格が落ち着いたタイミングを日銀が活用したとみられ、「円安防止を主眼にした利上げ」と評価しています。次の利上げ時期として最も可能性が高いのは",[33,76140,76141],{},"12月会合","との見方が出ています。",[11,76144,76145],{},[33,76146,76147],{},"米国市場：FOMCタカ派でNY株は前夜に全面安",[11,76149,76150],{},"野村証券のNY市場データ（6月17日現地）によると、新議長体制初のFOMCがタカ派的な内容だったことを受け、各指数は以下の終値を記録しました。",[2752,76152,76153,76163],{},[2755,76154,76155],{},[2758,76156,76157,76159,76161],{},[2761,76158,5603],{},[2761,76160,5606],{},[2761,76162,5609],{},[2768,76164,76165,76175,76185],{},[2758,76166,76167,76169,76172],{},[2773,76168,5616],{},[2773,76170,76171],{},"51,492.55ドル",[2773,76173,76174],{},"−507.12ドル（−0.98%）",[2758,76176,76177,76179,76182],{},[2773,76178,7115],{},[2773,76180,76181],{},"7,420.10",[2773,76183,76184],{},"−91.25（−1.21%）",[2758,76186,76187,76189,76192],{},[2773,76188,6562],{},[2773,76190,76191],{},"26,021.66",[2773,76193,76194],{},"−354.68（−1.34%）",[11,76196,76197],{},[33,76198,76199],{},"円相場：160円台で推移",[11,76201,76202,76203,76207],{},"為替市場では",[22,76204,992],{"href":76205,"rel":76206},"https:\u002F\u002Ffinance.yahoo.co.jp\u002Fquote\u002FUSDJPY=X",[26],"のレートで1ドル＝160円前後で推移しています。日銀が利上げしたにもかかわらず、米国も利下げに動かない状況では日米金利差は依然として大きく、円安圧力が残っています。",[15,76209,45],{"id":45},[11,76211,76212,76213,56465,76216,1793,76220,76223,76224,76226,76227,76230],{},"今回の利上げで家計への直接的な波及として注目されるのは",[33,76214,76215],{},"住宅ローンの変動金利",[22,76217,76219],{"href":72415,"rel":76218},[26],"東京新聞（2026年6月）",[22,76221,1754],{"href":438,"rel":76222},[26],"によると、今回の0.25%引き上げは銀行の変動金利基準金利に",[33,76225,69721],{},"ごろ反映され、既存ローンの返済額変更は",[33,76228,76229],{},"2027年1月","以降が一般的（5年ルール適用者は内訳が変化）です。借入残高5,000万円・残期間35年の試算では月々の返済額が約5,900円増える計算になるとされています。一方、預金金利や個人向け国債の利回りも引き上がる方向で、貯蓄側にはプラスです。",[11,76232,76233],{},"NISA口座でインデックス投資をしている方は、今夜以降の日本株・米国株の反応を確認しておくとよいでしょう。特に成長株（グロース）は金利上昇局面で調整しやすい傾向があります。",[15,76235,51],{"id":51},[11,76237,76238],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、記載の金利・返済額試算はあくまで参考値です。住宅ローンの対応や資産配分の変更は、ご自身の状況と各金融機関の条件を確認のうえ、ご自身の判断で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76240},[76241,76242,76243],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が6月16日に政策金利を0.75%→1.0%に引き上げ（1995年以来31年ぶり）。前夜の米FOMCも新体制初会合でタカ派スタンスを示し、NYダウは約507ドル安。住宅ローン変動金利への波及時期と、預金・個人向け国債の変化ポイントを整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-18-boj-rate-1pct-fomc-hawkish","2026-06-18T09:00:00+09:00",{"title":76110,"description":76244},"reading\u002Farticles\u002F2026-06-18-boj-rate-1pct-fomc-hawkish",[73,236],"zv73dViqhDPV_oJH253aq85zZIwUHNQsamGAs_r4Stk",{"id":76253,"title":76254,"author":6,"body":76255,"category":62,"dataDate":6,"date":76301,"description":76302,"extension":65,"image":6,"meta":76303,"navigation":67,"path":76304,"publishedAt":76305,"seo":76306,"stem":76307,"tags":76308,"type":6,"updated":6,"__hash__":76309},"articles\u002Freading\u002Farticles\u002F2026-06-17-nikkei-70000-boj-rate-hike.md","日経平均が一時7万円突破 — 日銀1%利上げの翌日に何が起きたか",{"type":8,"value":76256,"toc":76296},[76257,76266,76268,76277,76286,76288,76291,76293],[11,76258,76259,76260,76265],{},"2026年6月17日（水）の東京株式市場で、日経平均株価が取引時間中に一時7万円の大台に乗る場面があり、終値は前日比497円75銭高の",[22,76261,76264],{"href":76262,"rel":76263},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F3e06b5ef5434e4b692f4ebaa93151e2737741376",[26],"69,902円25銭","で引けた。5日続伸で、終値ベースでは3日連続の史上最高値更新となった。",[15,76267,17],{"id":17},[11,76269,76270,76271,76276],{},"前日6月16日、日本銀行は金融政策決定会合で政策金利を",[22,76272,76275],{"href":76273,"rel":76274},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGKKZO96813460Q6A610C2MM8000\u002F",[26],"0.75%から1.0%へ引き上げる","ことを決定した。1%台の政策金利は約31年ぶりの水準で、市場参加者の9割が事前に予想していたため「重要イベントを波乱なく通過した安心感」が株買いにつながった。",[11,76278,76279,76280,76285],{},"一方、為替市場では利上げ決定後も円安圧力が続き、ニューヨーク為替市場でドル円は",[22,76281,76284],{"href":76282,"rel":76283},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F370463",[26],"160円台半ばに上昇","した。市場が日銀の姿勢をやや慎重と受け止め、日米金利差が大きく縮まらないとの見方が再確認された形だ。",[15,76287,45],{"id":45},[11,76289,76290],{},"政策金利1%への引き上げで「金利のある世界」が一段と鮮明になった。変動金利型の住宅ローンを持つ家庭には返済コストが増す局面が近づく一方、利上げ後も円安が160円台で続いていることは輸入物価の高止まりを示唆しており、食料品や光熱費を通じた物価上昇圧力も簡単には収まらない可能性がある。",[15,76292,51],{"id":51},[11,76294,76295],{},"本記事は情報提供を目的としており、投資助言ではありません。個別銘柄の売買を推奨するものではなく、将来の株価・金利・為替水準を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76297},[76298,76299,76300],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-17","2026年6月17日、日経平均が取引中に初めて7万円の大台に乗り、3日連続で終値ベースの史上最高値を更新。日銀が前日に政策金利を1%へ引き上げた翌日の市場と、家計への影響を整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-17-nikkei-70000-boj-rate-hike","2026-06-17T20:00:00+09:00",{"title":76254,"description":76302},"reading\u002Farticles\u002F2026-06-17-nikkei-70000-boj-rate-hike",[73,236],"ZKpb2jX--Vse-xiMvERDajqHmEFutHl5zdinaTYXxKQ",{"id":76311,"title":76312,"author":6,"body":76313,"category":62,"dataDate":6,"date":76301,"description":76385,"extension":65,"image":6,"meta":76386,"navigation":67,"path":76387,"publishedAt":76388,"seo":76389,"stem":76390,"tags":76391,"type":6,"updated":6,"__hash__":76392},"articles\u002Freading\u002Farticles\u002F2026-06-17-yen-carry-trade-160-risk.md","日銀「急がない」でドル円160円台のまま──円キャリー取引が再び焦点に",{"type":8,"value":76314,"toc":76380},[76315,76318,76320,76325,76339,76344,76351,76356,76359,76364,76370,76372,76375,76377],[11,76316,76317],{},"日銀は6月16日の会合で政策金利を1.0%へ引き上げた。31年ぶりの高水準ながら、6月17日午前のドル円は160.46円付近で推移し、円高は限定的にとどまっている。焦点は次の問いに移りつつある──「年内に追加利上げがなければ、円はまたキャリー取引の標的になるのか」。",[15,76319,17],{"id":17},[11,76321,76322],{},[33,76323,76324],{},"利上げ後もドル円160円台が続く",[11,76326,76327,76328,76333,76334,42],{},"6月17日午前時点のドル円は160.46円（",[22,76329,76332],{"href":76330,"rel":76331},"https:\u002F\u002Ffx.minkabu.jp\u002Fnews\u002F370444",[26],"みんかぶFX, 6月17日","）。日銀は0.75%→1.0%へ利上げしたが、内田眞一副総裁が記者会見で「追加利上げを急がない」姿勢を示したことで、市場の円高反応は抑えられた（",[22,76335,76338],{"href":76336,"rel":76337},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-06-16\u002Fyen-pares-gains-versus-dollar-after-boj-hikes-key-rate-to-1",[26],"Bloomberg, 6月16日",[11,76340,76341],{},[33,76342,76343],{},"「年内利上げなし」なら実質金利はマイナスのまま",[11,76345,76346,76347,76350],{},"海外アナリストは「日銀が年内に追加利上げを実施しなければ、日本の実質金利は依然としてマイナス圏に留まる」と指摘する（",[22,76348,76332],{"href":76330,"rel":76349},[26],"）。政策金利が1%でも、インフレ率がそれを上回っていれば実質金利はマイナスになる計算だ。",[11,76352,76353],{},[33,76354,76355],{},"円キャリー取引とは",[11,76357,76358],{},"「円キャリー取引」とは、低コストで円を借りてドルや豪ドルなど相対的に高金利の通貨に換え、その金利差を稼ぐ手法だ。円の実質金利がマイナスの環境では、円は調達コストの安い資金源として海外投資家に使われやすい。過去には、この取引が急速に解消（巻き戻し）された局面で相場が大きく動いた例がある（2024年夏の円キャリー急巻き戻し時、日経平均は一日で約4,400円下落した）。",[11,76360,76361],{},[33,76362,76363],{},"162円シナリオと介入警戒ライン",[11,76365,76366,76367,42],{},"分析によると、夏場にかけてドル円が162円付近を試す可能性も示唆されており、その水準では財務省による為替介入が実施されるリスクが高まると予想されている（",[22,76368,76332],{"href":76330,"rel":76369},[26],[15,76371,45],{"id":45},[11,76373,76374],{},"日銀の利上げ自体はインフレを抑える方向だが、「急がない」という姿勢が伝わる中で円安が続いている。輸入物価の高止まりが続けば食品・エネルギーを通じた家計コストは下がりにくい。NISAなどで海外資産を持つ場合、円安局面では円換算の評価額が上振れしやすい半面、円キャリーの急巻き戻しが起きると相場が急変動するリスクも隣り合わせだ。",[15,76376,51],{"id":51},[11,76378,76379],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。為替・金利の将来の動向を保証するものではなく、個別の通貨・金融商品の売買を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76381},[76382,76383,76384],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が1%に利上げしたにもかかわらずドル円は160円台で推移している。追加利上げを急がない姿勢から実質金利はマイナスのままで、円はキャリー取引の資金調達通貨として使われやすい環境が続いている。",{},"\u002Freading\u002Farticles\u002F2026-06-17-yen-carry-trade-160-risk","2026-06-17T13:00:00+09:00",{"title":76312,"description":76385},"reading\u002Farticles\u002F2026-06-17-yen-carry-trade-160-risk",[236,73],"BNog8rTPf_13FkwolGObiwLr-c-aTGPZey8S6CipsaQ",{"id":76394,"title":76395,"author":6,"body":76396,"category":62,"dataDate":6,"date":76301,"description":76473,"extension":65,"image":6,"meta":76474,"navigation":67,"path":76475,"publishedAt":76476,"seo":76477,"stem":76478,"tags":76479,"type":6,"updated":6,"__hash__":76480},"articles\u002Freading\u002Farticles\u002F2026-06-17-boj-rate-hike-1-percent.md","日銀が政策金利1.0%に引き上げ｜約6か月ぶりの利上げ、家計への影響は",{"type":8,"value":76397,"toc":76468},[76398,76405,76407,76415,76458,76460,76463,76465],[11,76399,76400,76401,76404],{},"日銀が6月16日、金融政策決定会合で政策金利を",[33,76402,76403],{},"0.75%から1.0%","に引き上げることを決定した。利上げは2025年12月以来、約6か月ぶり。前夜の米国市場が中東停戦報道を受けてリスクオンの展開を見せる中、日本の金融政策は引き締め方向へ一歩踏み出した。",[15,76406,17],{"id":17},[11,76408,76409,76414],{},[22,76410,76413],{"href":76411,"rel":76412},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015150681000",[26],"日銀の発表（NHK報道）","によると、植田総裁ら執行部が利上げ議案を提出し、政策委員の賛成多数で可決した。物価の上振れリスクに備えることが主な理由とされており、円安と原油高の継続が背景にあるとみられる。",[443,76416,76417,76426,76437,76449],{},[446,76418,76419,76422,76423,76425],{},[33,76420,76421],{},"政策金利",": 0.75% → ",[33,76424,8694],{},"（2025年12月以来の引き上げ）",[446,76427,76428,76430,76431,76436],{},[33,76429,1707],{},": 6月16日仲値は",[22,76432,76435],{"href":76433,"rel":76434},"https:\u002F\u002Fwww.77bank.co.jp\u002Fkawase\u002Fusd2026.html",[26],"160.28円","で推移。1ドル160円台は政府・日銀による介入警戒ゾーンとされてきた水準。",[446,76438,76439,76442,76443,76448],{},[33,76440,76441],{},"米国市場",": 6月15日のS&P500は前日比+1.65%の7,554.29で終了（",[22,76444,76447],{"href":76445,"rel":76446},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_16_us500\u002F",[26],"OANDA報道","）。米・イラン間の停戦覚書報道を受け、IT・通信セクターが主導した。",[446,76450,76451,76454,76455,42],{},[33,76452,76453],{},"今夜のFOMC",": 米国の政策金利（現行3.50〜3.75%）の決定が日本時間6月18日未明に予定されている。据え置きが大勢の見通しだが、新議長ケビン・ウォーシュ氏初のドットチャートが注目点となる（",[22,76456,69340],{"href":75822,"rel":76457},[26],[15,76459,45],{"id":45},[11,76461,76462],{},"今回の利上げで変動型住宅ローンの基準金利が遅れて上昇する可能性がある一方、普通預金・定期預金の金利も引き上げが期待される。日米の政策方向が「日本は利上げ継続・米国は据え置き」という構図になりつつあり、金利差縮小から円高圧力が強まるかどうかが今後の焦点の一つだ。今夜のFOMCの声明と新しい経済見通し（SEP）が、短期的な円相場の方向感を左右しそうだ。",[15,76464,51],{"id":51},[11,76466,76467],{},"本記事は情報提供を目的としたもので、投資助言ではありません。金利・為替・株価の将来の動向を保証するものではなく、個別の金融商品の売買を推奨するものでもありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76469},[76470,76471,76472],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀は6月16日の金融政策決定会合で政策金利を0.75%から1.0%に引き上げた。住宅ローン・預金金利・円相場への波及と、今夜のFOMCとの関連を整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-17-boj-rate-hike-1-percent","2026-06-17T09:00:00+09:00",{"title":76395,"description":76473},"reading\u002Farticles\u002F2026-06-17-boj-rate-hike-1-percent",[236,73],"ZmZZT2_7rLszIjZUV08yp2ChVo90-o_c2c4zJZQG8W4",{"id":76482,"title":76483,"author":6,"body":76484,"category":62,"dataDate":6,"date":76554,"description":76555,"extension":65,"image":6,"meta":76556,"navigation":67,"path":76557,"publishedAt":76558,"seo":76559,"stem":76560,"tags":76561,"type":6,"updated":6,"__hash__":76562},"articles\u002Freading\u002Farticles\u002F2026-06-16-nikkei-70000-first-touch.md","日経平均が一時7万円に初タッチ、終値6万9404円で4日続伸――6月16日の市場まとめ",{"type":8,"value":76485,"toc":76549},[76486,76493,76495,76500,76511,76518,76523,76526,76530,76533,76539,76541,76544,76546],[11,76487,76488,76489,76492],{},"6月16日の東京株式市場で、日経平均株価が取引時間中に",[33,76490,76491],{},"初めて7万円台","を付けた。終値は前日比87円高の6万9404円（4日続伸・連日最高値更新）。日銀が政策金利を1.0%へ引き上げると発表した後、「想定通りの結果でイベントリスクが消化された」と受け止められ、午後から買いが強まる展開だった。",[15,76494,17],{"id":17},[11,76496,76497],{},[33,76498,76499],{},"日経平均の動き（6月16日）",[443,76501,76502,76505,76508],{},[446,76503,76504],{},"終値：6万9404円（前日比 +87円、+0.1%）",[446,76506,76507],{},"4日続伸・連日最高値更新",[446,76509,76510],{},"取引時間中に一時7万円台を初めて付けたが、利益確定売りで伸び悩んで引けた",[11,76512,508,76513],{},[22,76514,76517],{"href":76515,"rel":76516},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB160KO0W6A610C2000000\u002F",[26],"日本経済新聞「日経平均株価が連日最高値、6万9404円 一時7万円乗せも伸び悩む」",[11,76519,76520],{},[33,76521,76522],{},"上昇をけん引したセクター",[11,76524,76525],{},"半導体・AI関連が上昇をリードした。キオクシアホールディングス、アドバンテスト、フジクラ、村田製作所などが買われた。米ハイテク株の好調と米・イラン停戦合意によるリスク選好ムードが追い風となった。",[11,76527,76528],{},[33,76529,1707],{},[11,76531,76532],{},"日銀の利上げを受けて円は小幅に動き、ドル円は160.32円で終えた。大きな方向感は出ず、160円台を維持した。",[11,76534,508,76535],{},[22,76536,76538],{"href":39,"rel":76537},[26],"TradingEconomics「Japan Stock Market Index（JP225）」",[15,76540,45],{"id":45},[11,76542,76543],{},"「7万円」は象徴的な節目だ。一時タッチしたものの終値では届かず、来週以降このラインを固めて上抜けられるかが注目点となる。NISA口座などで日本株インデックスを積み立てている場合は、今日の高値圏が資産評価額のベースになる週の終わりとなった。利上げを材料に銀行・保険セクターが中長期的に評価されやすい環境になっている点も、ポートフォリオの構成を確認するきっかけになりそうだ。",[15,76545,51],{"id":51},[11,76547,76548],{},"本記事は公開情報に基づく情報提供を目的としており、投資助言ではありません。株価・為替は今後も変動します。個別の投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76550},[76551,76552,76553],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-16","東京市場で日経平均が取引中に初めて7万円台を付けた。終値は前日比87円高の6万9404円（4日続伸）。日銀の利上げが「想定通り」と受け止められ午後から買いが強まった。半導体・AI関連が上昇をけん引。",{},"\u002Freading\u002Farticles\u002F2026-06-16-nikkei-70000-first-touch","2026-06-16T20:00:00+09:00",{"title":76483,"description":76555},"reading\u002Farticles\u002F2026-06-16-nikkei-70000-first-touch",[73,74],"BToHibqwOUkTdxDzJaRKySwEfltXvkYupGCMKfDeGtI",{"id":76564,"title":76565,"author":6,"body":76566,"category":62,"dataDate":6,"date":76554,"description":76638,"extension":65,"image":6,"meta":76639,"navigation":67,"path":76640,"publishedAt":76641,"seo":76642,"stem":76643,"tags":76644,"type":6,"updated":6,"__hash__":76645},"articles\u002Freading\u002Farticles\u002F2026-06-16-boj-rate-hike-1-percent.md","日銀、政策金利を1.0%に引き上げ――31年ぶり高水準、変動ローン・預金金利への波及を整理する",{"type":8,"value":76567,"toc":76633},[76568,76575,76577,76582,76585,76591,76596,76599,76606,76611,76618,76623,76625,76628,76630],[11,76569,76570,76571,76574],{},"日本銀行は6月15〜16日の金融政策決定会合で、政策金利を",[33,76572,76573],{},"0.75%から1.0%へ0.25%引き上げる","ことを決定した。1.0%は1995年以来、約31年ぶりの高水準となる。企業の価格転嫁が加速していることや、中東情勢を背景とした原油高が物価の上振れリスクを高めたことが主な理由とされている。",[15,76576,17],{"id":17},[11,76578,76579],{},[33,76580,76581],{},"政策金利の引き上げ",[11,76583,76584],{},"日銀は政策金利（無担保コール翌日物レート）を0.75%から1.0%へ引き上げた。31年ぶりの高水準で、物価の上振れリスクに備えた措置と位置付けている。",[11,76586,508,76587],{},[22,76588,76590],{"href":76273,"rel":76589},[26],"日本経済新聞「日銀利上げ1.0%へ 6月決定会合」",[11,76592,76593],{},[33,76594,76595],{},"国債購入の方針変更",[11,76597,76598],{},"あわせて、現在進めている国債買入れ額の段階的な減額については、2027年4月に停止する方向で調整することが決まった。2027年4月以降は月約2.1兆円で据え置く見通し。「利上げ（引き締め）」と「減額停止（市場安定重視）」を組み合わせた対応と分析されている。",[11,76600,508,76601],{},[22,76602,76605],{"href":76603,"rel":76604},"https:\u002F\u002Fwww.dlri.co.jp\u002Freport\u002Fmacro\u002F617934.html",[26],"第一ライフ資産運用経済研究所「6月金融政策決定会合 利上げと国債買入れ減額停止へ」",[11,76607,76608],{},[33,76609,76610],{},"変動金利住宅ローンへの波及",[11,76612,76613,76614,76617],{},"今回の利上げを受け、多くの銀行が変動金利の基準金利を",[33,76615,76616],{},"2026年10月に年0.25%程度引き上げる見通し","とされている。既存の変動ローン利用者の返済額への反映は5年ルールの関係で2027年1月以降が一般的。新規貸出金利も同様のタイミングで上昇するとみられる。",[11,76619,508,76620],{},[22,76621,513],{"href":511,"rel":76622},[26],[15,76624,45],{"id":45},[11,76626,76627],{},"利上げは借り手にとってコスト増要因だが、長年ほぼゼロだった預金金利が一段と上昇する恩恵も期待できる。前場の日経平均は前日比でもみ合い圏の展開となっており、金利上昇が特に銀行・保険セクターへの追い風として意識されやすい局面だ。変動ローンを抱える家庭は、秋以降の返済額変化を今のうちに試算しておく余裕が生まれた。",[15,76629,51],{"id":51},[11,76631,76632],{},"本記事は公開情報に基づく情報提供を目的としており、投資助言ではありません。金利・為替・株価は今後も変動し、日銀の政策方針が変わる可能性があります。住宅ローン金利の変更幅は各金融機関により異なります。個別の判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76634},[76635,76636,76637],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀は6月15〜16日の決定会合で政策金利を0.75%から1.0%へ引き上げた。31年ぶりの高水準。変動金利住宅ローンへの影響は2026年10月以降の見込みで、預金金利の上昇も期待される。",{},"\u002Freading\u002Farticles\u002F2026-06-16-boj-rate-hike-1-percent","2026-06-16T13:00:00+09:00",{"title":76565,"description":76638},"reading\u002Farticles\u002F2026-06-16-boj-rate-hike-1-percent",[236,73],"VhlBDVE9VBQ8QrQRoDwY0Dlz9mxIAA8kLVDn1RRwdNA",{"id":76647,"title":76648,"author":6,"body":76649,"category":62,"dataDate":6,"date":76554,"description":76741,"extension":65,"image":6,"meta":76742,"navigation":67,"path":76743,"publishedAt":76744,"seo":76745,"stem":76746,"tags":76747,"type":6,"updated":6,"__hash__":76748},"articles\u002Freading\u002Farticles\u002F2026-06-16-us-iran-deal-hormuz-oil-drop.md","米イラン停戦合意でホルムズ海峡が再開へ――原油急落、家計と株式市場への影響を整理する",{"type":8,"value":76650,"toc":76736},[76651,76654,76656,76661,76672,76679,76683,76691,76698,76702,76707,76712,76726,76728,76731,76733],[11,76652,76653],{},"6月14〜15日（現地時間）、米国とイランが「全戦線での軍事作戦の即時かつ恒久的な終結」とホルムズ海峡の再開を盛り込んだ合意を発表した。調印式は6月19日（金）にスイスで行われる予定とされている。この発表を受け、前夜から週明けの米国市場は幅広く上昇した。",[15,76655,17],{"id":17},[11,76657,76658],{},[33,76659,76660],{},"米国市場（6月15日終値）",[443,76662,76663,76666,76669],{},[446,76664,76665],{},"NYダウ平均：51,671ドル（前日比 +約1.2%）",[446,76667,76668],{},"S&P500：7,554ポイント（同 +約1.5%）",[446,76670,76671],{},"ナスダック総合：26,684ポイント（同 +約2.4%）",[11,76673,508,76674],{},[22,76675,76678],{"href":76676,"rel":76677},"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Flive\u002Fstock-market-today-monday-june-15-224751171.html",[26],"Yahoo Finance マーケット速報（6月15日）",[11,76680,76681],{},[33,76682,13306],{},[443,76684,76685,76688],{},[446,76686,76687],{},"WTI原油先物：約81ドル台（前日比 −約4%）",[446,76689,76690],{},"ブレント原油：約83ドル台（同 −約5%）",[11,76692,508,76693],{},[22,76694,76697],{"href":76695,"rel":76696},"https:\u002F\u002Ffxdailyreport.com\u002Fwti-crude-oil-price-analysis-for-june-15-2026-2\u002F",[26],"FX Daily Report WTI分析（6月15日）",[11,76699,76700],{},[33,76701,9607],{},[443,76703,76704],{},[446,76705,76706],{},"ドル円：約160.07円（前日比 ほぼ変わらず）",[11,76708,76709],{},[33,76710,76711],{},"合意の概要",[11,76713,76714,76719,76720,76725],{},[22,76715,76718],{"href":76716,"rel":76717},"https:\u002F\u002Fwww.npr.org\u002F2026\u002F06\u002F15\u002Fnx-s1-5858590\u002Fus-iran-deal-updates",[26],"NPRの報道","によると、今回の合意にはホルムズ海峡の封鎖解除が含まれる。同海峡は今年2月下旬に米国・イスラエルとイランの軍事衝突が始まって以降、大型タンカーの航行が事実上途絶えていた。",[22,76721,76724],{"href":76722,"rel":76723},"https:\u002F\u002Fwww.cbsnews.com\u002Fnews\u002Fus-iran-deal-reached-trump-strait-of-hormuz\u002F",[26],"CBSニュース","によれば、トランプ大統領は「合意は完了した」と述べ、海軍の封鎖解除を承認した。",[15,76727,45],{"id":45},[11,76729,76730],{},"日本は原油輸入の大部分を中東に依存しており、その多くがホルムズ海峡を通過する。封鎖が続いていた約3か月余りは原油の調達コストが上乗せされ、ガソリン・電気・都市ガスといったエネルギー価格の押し上げ要因となっていた。海峡が実際に再開されれば、このコスト高圧力が和らぐ方向に働く可能性がある。一方、合意の調印は19日以降であり、実際の航行正常化には時間を要するとみられるため、目先の価格変動には注意が必要だ。NISA口座などで米国株インデックスを保有している場合は、今回の急伸後の水準から始まる週となる。",[15,76732,51],{"id":51},[11,76734,76735],{},"本記事は公開情報に基づく情報提供を目的としており、投資助言ではありません。原油価格・為替・株価は今後も変動し、合意内容や市場環境が変化する可能性があります。個別の投資判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":76737},[76738,76739,76740],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月14〜15日、米国とイランが戦闘終結・ホルムズ海峡再開の合意を発表。WTI原油は約4%下落し、S&P500・ナスダックも大幅上昇。エネルギー輸入への依存度が高い日本の家計にとって何が変わるか整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-16-us-iran-deal-hormuz-oil-drop","2026-06-16T09:00:00+09:00",{"title":76648,"description":76741},"reading\u002Farticles\u002F2026-06-16-us-iran-deal-hormuz-oil-drop",[629,236],"gOrN1gToxqCTeqivqqGYDS2kigFhT5VDwCaVVOb5V24",{"id":76750,"title":76751,"author":6,"body":76752,"category":52066,"dataDate":77348,"date":77348,"description":77349,"extension":65,"image":6,"meta":77350,"navigation":67,"path":77351,"publishedAt":77352,"seo":77353,"stem":77354,"tags":77355,"type":52077,"updated":6,"__hash__":77356},"articles\u002Freading\u002Farticles\u002Femin-shinreisen-megatheme-review.md","【検証】エミン・ユルマズ「日経平均30万円・投資4大メガテーマ」は本当か──新冷戦と防衛・宇宙株をデータで確かめる",{"type":8,"value":76753,"toc":77334},[76754,76768,76783,76785,76796,76798,76801,76856,76860,76863,76892,76899,76901,76903,77004,77012,77016,77041,77046,77048,77054,77056,77131,77135,77137,77163,77170,77192,77194,77220,77222,77309,77314,77316,77329],[11,76755,76756,76757,76760,76761,65400,76764,76767],{},"不動産投資メディア「楽待」が2026年6月15日に公開した対談動画の後編は、エコノミストのエミン・ユルマズ氏と、安全保障の専門家・小泉悠氏（東京大学）が「新冷戦の時代に日本はどう動き、どこに投資のテーマがあるか」を語り合う内容です。前編のSpaceX上場・宇宙ビジネスの話を受け、後編は",[33,76758,76759],{},"「米中新冷戦は日本にとって追い風」「長期の投資4大メガテーマ」「日経平均30万円シナリオ」「防衛・宇宙株」","に軸足が移ります。本記事では、地政学の大きな物語として語られたこれらの主張のうち、",[33,76762,76763],{},"数字で確かめられる部分を防衛費・株価・各社予想といった一次情報と突き合わせて検証",[33,76765,76766],{},"引用された事実の骨格は概ね正確","でした。ただし株価の「倍率」と「日経30万円」の時期感は、勢いに乗って盛られている部分があります。",[50961,76769,76770,76775],{},[11,76771,76772,76774],{},[33,76773,50967],{}," 「米中新冷戦で米国が日本に生産（船・ミサイル・ドローン・宇宙）を頼る→日本に追い風」という見立ては、防衛費が初の9兆円超、重工3社の株価急騰、トルコ製ドローンの導入検討といった足元の事実とよく整合する。一方で「重工株が3年で15〜20倍」「大和は35万円」といった具体数字は実際よりやや大きく、長期シナリオと現実の数字が混ざって語られる点は割り引きたい。",[11,76776,76777,76779,76780,76782],{},[33,76778,50977],{}," 防衛・エネルギー・宇宙という\"安全保障プレミアム\"の大きな絵を掴みたい人。 ",[33,76781,50981],{}," 「日経30万円」を近い将来の確定路線として売買の根拠にしたい人。",[15,76784,50998],{"id":50998},[51000,76786,76793],{"cast":76787,"date":76788,"theme":76789,"thumb":76790,"title":76791,"url":76792},"エミン・ユルマズ氏（エコノミスト）／小泉悠氏（東京大学・安全保障）","2026年6月15日（楽待・対談の後編）","新冷戦と多極化／投資4大メガテーマ／日経平均30万円／防衛・宇宙株","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FQaNrFfegXHE\u002Fhqdefault.jpg","【日経平均は止まらない】「日本に訪れる追い風」新冷戦が生み出す大国の勢力転換／AI時代の投資4大メガテーマ／小泉悠が語る防衛最前線と裏付け","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=QaNrFfegXHE",[11,76794,76795],{},"SpaceX上場を入口にした前編に続く後編。地政学（新冷戦・多極化）を投資テーマへ落とし込み、最後は防衛・宇宙関連の物色に着地する構成です。",[15,76797,51018],{"id":51017},[11,76799,76800],{},"約39分の対談を、論点ごとに1〜2文で要約します。",[51027,76802,76803,76809,76816,76823,76829,76835,76842,76849],{},[51030,76804,76806],{"title":76805,"ts":51033},"台本崩壊──大舌戦の後半戦",[11,76807,76808],{},"台本の想定を超えて議論が白熱した、という前置き。前編で扱ったSpaceXと安全保障の話を引き継ぐ。",[51030,76810,76813],{"title":76811,"ts":76812},"「いずれ日本がロシアを救済する」","01:20",[11,76814,76815],{},"ロシアが弱体化しすぎると、極東の資源（とりわけAIに不可欠な水）を狙って中国が動く。中国の突出を防ぐため、日本はいずれロシアを支える側に回るリスクシナリオもある、という逆説。",[51030,76817,76820],{"title":76818,"ts":76819},"日本が持つべき独自の防衛力","07:55",[11,76821,76822],{},"米国の一極支配は後退し、世界は多極化する。日本は他国に頼り切らず自力で守れる軍事力を、しかもドローン・AI・宇宙という新しい形で持つべき、という主張。",[51030,76824,76826],{"title":76825,"ts":23658},"投資の4大メガテーマ",[11,76827,76828],{},"エミン氏が一貫して掲げる向こう20〜30年のテーマは、①通信IT・AI、②ヘルスケア、③エネルギー（原発再稼働を含む）、④防衛（食・水・サイバーまで含む広義の安全保障）。",[51030,76830,76832],{"title":76831,"ts":14529},"日経平均30万円シナリオ",[11,76833,76834],{},"新冷戦で米国が日本に「物作り」を頼る構図が日本復活の根拠。10年前から掲げる2050年・日経30万円に、いまや野村・大和の長期予想も近づいてきた、と語る。",[51030,76836,76839],{"title":76837,"ts":76838},"トルコに学ぶ外交バーゲニング","18:56",[11,76840,76841],{},"強みを「高く買わせる」交渉力が日本には足りない。大国を怒らせまいとせず、関西商人やトルコのバザール商人のように図太く駆け引きすべき、という外交論。",[51030,76843,76846],{"title":76844,"ts":76845},"海洋国家・多極化時代の日本","23:20",[11,76847,76848],{},"歴史はランドパワーとシーパワーの衝突。海洋国家である日本は陣営を一つに固定せず、ヘッジファンドのように複数の関係を張って立ち回るべき、という構え。",[51030,76850,76853],{"title":76851,"ts":76852},"宇宙株と防衛政策の課題","30:00",[11,76854,76855],{},"防衛費は初の9兆円超。グロース市場では宇宙関連が存在感を増す。一方で弾薬不足・施設の地下化など、レガシーな防衛の積み残しも大きい（小泉氏）。",[15,76857,76859],{"id":76858},"エミン氏の投資4大メガテーマとは","エミン氏の「投資4大メガテーマ」とは",[11,76861,76862],{},"動画の投資パートの軸は、エミン氏が著書や各所で繰り返し述べてきた4つの長期テーマです。",[51470,76864,76865,76872,76879,76885],{},[51473,76866,76869],{"unit":76867,"value":76868},"通信IT・AI","①",[11,76870,76871],{},"通信インフラ、AI、ソフトウェアまで。デジタルの土台",[51473,76873,76876],{"unit":76874,"value":76875},"ヘルスケア","②",[11,76877,76878],{},"長寿化で「健康に長く現役」を支える。遺伝子治療やAI創薬",[51473,76880,76882],{"unit":7207,"value":76881},"③",[11,76883,76884],{},"AIは電力を食う。原発再稼働や次世代電源が再注目される",[51473,76886,76889],{"unit":76887,"value":76888},"防衛","④",[11,76890,76891],{},"兵器だけでなく食・水・サイバーまで含む広義の安全保障",[11,76893,76894,76895,76898],{},"ポイントは、4つ目の「防衛」を戦車や戦闘機に限定せず、",[33,76896,76897],{},"食料・水・サイバーまで含む\"広義の安全保障\"","と捉えている点です。食品会社や水産会社も一種の防衛、という見立ては、資産防衛のテーマと地続きで読めます。",[15,76900,51094],{"id":51093},[11,76902,74654],{},[13939,76904,76905],{},[2752,76906,76907,76917],{},[2755,76908,76909],{},[2758,76910,76911,76913,76915],{},[2761,76912,51108],{},[2761,76914,51111],{},[2761,76916,51114],{},[2768,76918,76919,76931,76943,76955,76968,76980,76992],{},[2758,76920,76921,76924,76927],{},[2773,76922,76923],{},"日本の防衛費が初めて9兆円を突破した",[2773,76925,76926],{},"2026年度当初予算の防衛関係費は9兆353億円で、初の9兆円台。当初予算ベースで12年連続の過去最大（報道）。",[2773,76928,76929],{},[51128,76930,51131],{"type":51130},[2758,76932,76933,76936,76939],{},[2773,76934,76935],{},"重工3社（三菱重工・IHI・川崎重工）が3年で15〜20倍になった",[2773,76937,76938],{},"大幅高は事実だが倍率は過大。直近約3年半の時価総額の伸びは三菱重工が約9倍、IHIが約6倍、川崎重工が約4倍（東洋経済）。同期間の日経平均は約1.7倍。",[2773,76940,76941],{},[51128,76942,74813],{"type":51232},[2758,76944,76945,76948,76951],{},[2773,76946,76947],{},"2022年の著書『エブリシング・バブルの崩壊』で防衛株を割安と指摘し、重工3社を推した",[2773,76949,76950],{},"同書は2022年3月刊（集英社）。低PBR・高配当の機械・防衛関連として三菱重工(7011)・川崎重工(7012)・IHI(7013)を挙げてきたのは各種インタビューと整合。",[2773,76952,76953],{},[51128,76954,51131],{"type":51130},[2758,76956,76957,76960,76963],{},[2773,76958,76959],{},"日経30万円を10年前から主張。いまや野村24万・大和35万と各社が追随",[2773,76961,76962],{},"野村アセットは「2040年に24万円」の試算を公表。大和は顧客向け文書で「30万円」を提示と報じられ、35万円はやや過大。10年前からの主張・時期（2050年）は本人談かつ予想段階。",[2773,76964,76965],{},[51128,76966,76967],{"type":51232},"△ 予想・数字ずれ",[2758,76969,76970,76973,76976],{},[2773,76971,76972],{},"防衛省がトルコ製ドローン（バイラクタルTB2）を試験的に導入する",[2773,76974,76975],{},"中谷防衛相が2025年8月にTB2の導入検討を表明し、試験評価を実施中（年度内完了予定）。導入は検討・試験段階で、決定ではない。",[2773,76977,76978],{},[51128,76979,51160],{"type":51130},[2758,76981,76982,76985,76988],{},[2773,76983,76984],{},"ジョージ・フリードマンが著書で2050年の日本の軍事復活・宇宙覇権を予測",[2773,76986,76987],{},"『100年予測』（ハヤカワ）に、2050年に日本とトルコが台頭し米・ポーランドと衝突、宇宙の支配・宇宙太陽光発電に言及があり整合。なお動画では一時「マイケル・フリードマン」と著者名を言い間違えている（正しくはジョージ）。",[2773,76989,76990],{},[51128,76991,51131],{"type":51130},[2758,76993,76994,76997,77000],{},[2773,76995,76996],{},"グロース市場では宇宙関連株が存在感を増している（アストロスケール等）",[2773,76998,76999],{},"アストロスケールHD(186A)・Synspective(290A)はいずれも東証グロース上場。宇宙関連は急騰局面がある一方、アストロスケールは6\u002F15に約-21%など値動きは荒い。",[2773,77001,77002],{},[51128,77003,51160],{"type":51130},[11,77005,51452,77006,65628,77008,74844,77010,52775],{},[51128,77007,51455],{"type":51130},[51128,77009,51459],{"type":51232},[51128,77011,51463],{"type":51338},[15,77013,77015],{"id":77014},"数字で見る日本に追い風論の足元","数字で見る「日本に追い風」論の足元",[51470,77017,77018,77024,77029,77035],{},[51473,77019,77021],{"unit":71480,"value":77020},"9.04",[11,77022,77023],{},"2026年度の防衛関係費（当初予算）。初の9兆円超",[51473,77025,77026],{"unit":52784,"value":71500},[11,77027,77028],{},"三菱重工の時価総額の伸び（直近約3年半）。3社で最大",[51473,77030,77032],{"unit":73015,"value":77031},"24",[11,77033,77034],{},"野村アセットが試算する2040年の日経平均（一例）",[51473,77036,77038],{"unit":73015,"value":77037},"30",[11,77039,77040],{},"エミン氏が掲げる2050年シナリオ。あくまで長期予想",[11,77042,77043],{},[51023,77044,77045],{},"※防衛費は2026年度当初予算案、時価総額の倍率・各社予想は各報道に基づく数値です。予想値は前提が変われば変動します。",[8668,77047,51507],{"id":51507},[51509,77049,77050,77052],{},[51512,77051,51525],{"href":51523,"note":51524},[51512,77053,65683],{"href":52041,"note":51524},[15,77055,51529],{"id":51528},[13939,77057,77058],{},[2752,77059,77060,77070],{},[2755,77061,77062],{},[2758,77063,77064,77066,77068],{},[2761,77065,51540],{},[2761,77067,30225],{},[2761,77069,51546],{},[2768,77071,77072,77083,77095,77106,77119],{},[2758,77073,77074,77078,77080],{},[2773,77075,77076],{},[51554,77077,47452],{},[2773,77079,47455],{},[2773,77081,77082],{},"エミン氏が推した重工3社の筆頭。防衛費拡大で時価総額が約9倍に",[2758,77084,77085,77089,77092],{},[2773,77086,77087],{},[51554,77088,45042],{},[2773,77090,77091],{},"IHI",[2773,77093,77094],{},"同3社の一角。時価総額は約6倍。航空エンジン・防衛",[2758,77096,77097,77101,77103],{},[2773,77098,77099],{},[51554,77100,30822],{},[2773,77102,30825],{},[2773,77104,77105],{},"同。CH-47など大口受注で受注高に占める防衛比率が上昇",[2758,77107,77108,77113,77116],{},[2773,77109,77110],{},[51554,77111,77112],{},"186A",[2773,77114,77115],{},"アストロスケールHD",[2773,77117,77118],{},"宇宙デブリ除去。グロースの宇宙株代表格だが値動きは荒い",[2758,77120,77121,77125,77128],{},[2773,77122,77123],{},[51554,77124,24869],{},[2773,77126,77127],{},"Synspective",[2773,77129,77130],{},"小型SAR衛星。グロース上場の宇宙スタートアップ",[11,77132,77133],{},[51023,77134,51632],{},[15,77136,51636],{"id":51635},[51638,77138,77139,77151],{},[51641,77140,77141,77143],{"tone":51643},[51645,77142,51648],{"id":51647},[443,77144,77145,77148],{},[446,77146,77147],{},"「米国が造船・ミサイル・ドローン・宇宙の生産を同盟国に頼る→日本に発注が向かう」という構図は、防衛費9兆円超やトルコ製ドローン導入検討など足元の事実と整合する",[446,77149,77150],{},"防衛を兵器に限らず「食・水・エネルギー・サイバー」まで広げて捉える視点は、資産防衛のテーマと地続きで実用的",[51641,77152,77153,77155],{"tone":51671},[51645,77154,51675],{"id":51674},[443,77156,77157,77160],{},[446,77158,77159],{},"「重工株は3年で15〜20倍」は過大。実際は時価総額で4〜9倍で、すでに大きく上昇した後である点（=割安局面ではない）に注意",[446,77161,77162],{},"「日経30万円」は2050年を見据えた超長期シナリオ。野村24万・大和30万も同様の長期試算で、近い将来の確定路線ではない",[51704,77164,77165],{},[11,77166,77167,77169],{},[33,77168,51710],{}," この対談から持ち帰るべきは「だから防衛株を買え」ではなく、3つの\"確かめる習慣\"です。①「日本に追い風」という大きな物語は、防衛費・受注残・政策（ドローン導入検討など）という検証できる事実に分解して追う。②勢いのある語りで出てくる「○倍」「○万円」は、倍率の基準（株価か時価総額か）と時期（何年の話か）を必ず確認する──実際、重工株の倍率も日経30万円の時期もここで補正が要りました。③長期テーマ（防衛・エネルギー・宇宙）が正しいことと、いまの株価が割安かは別問題。テーマの正しさを「今すぐの買い」に直結させない、という線引きが大切です。",[51734,77171,77172,77182],{},[51737,77173,77174],{"title":51739,"tone":51740},[443,77175,77176,77179],{},[446,77177,77178],{},"新冷戦・多極化という地政学の流れを、投資テーマ（防衛・エネルギー・宇宙）の大きな絵として掴みたい人",[446,77180,77181],{},"エミン氏の「4大メガテーマ」を出典の言葉で押さえたい人",[51737,77183,77184],{"title":51754,"tone":51755},[443,77185,77186,77189],{},[446,77187,77188],{},"「日経30万円」や「重工15倍」を、近い将来の確定値や売買の根拠にしたい人",[446,77190,77191],{},"すでに大きく上昇した防衛株に、割安だと思って後追いで乗りたい人",[15,77193,51774],{"id":51774},[51776,77195,77196,77202,77208,77214],{},[51779,77197,77199],{"q":77198},"エミンさんの「投資4大メガテーマ」とは何ですか？",[11,77200,77201],{},"①通信IT・AI、②ヘルスケア、③エネルギー、④防衛の4つです。向こう20〜30年の長期テーマとして一貫して挙げているもので、特に④の防衛は兵器に限らず食料・水・サイバーまで含む広義の安全保障として捉えています。",[51779,77203,77205],{"q":77204},"「重工株が3年で15〜20倍」は本当ですか？",[11,77206,77207],{},"倍率としては過大です。大きく上昇したのは事実ですが、直近約3年半の時価総額の伸びは三菱重工が約9倍、IHIが約6倍、川崎重工が約4倍です（同期間の日経平均は約1.7倍）。すでに上昇した後である点に注意が必要です。",[51779,77209,77211],{"q":77210},"「日経平均30万円」はいつの話ですか？",[11,77212,77213],{},"エミン氏が掲げるのは2050年を見据えた超長期のシナリオで、近い将来の予想ではありません。野村アセットは2040年に24万円、大和は顧客向け文書で30万円という長期試算を示していますが、いずれも前提が変われば動く予想値です。",[51779,77215,77217],{"q":77216},"日本はトルコ製ドローンを導入するのですか？",[11,77218,77219],{},"2025年8月に中谷防衛相が攻撃型ドローン「バイラクタルTB2」の導入検討を表明し、試験・評価を進めている段階です。正式な導入決定ではなく、無人機を活用した沿岸防衛構想の一環として検討されています。",[15,77221,51833],{"id":51832},[51835,77223,77224],{},[10814,77225,77226,77233,77246,77254,77267,77280,77293,77301],{},[446,77227,51841,77228,77232],{},[22,77229,77231],{"href":76792,"rel":77230},[26],"【日経平均は止まらない】\"日本に訪れる追い風\"新冷戦が生み出す大国の勢力転換／AI時代の投資4大メガテーマ（楽待 RAKUMACHI・YouTube）"," 2026\u002F6\u002F15",[446,77234,77235,77236,51887,77241],{},"防衛費9兆円超：",[22,77237,77240],{"href":77238,"rel":77239},"https:\u002F\u002Fwww.jiji.com\u002Fjc\u002Farticle?k=2025122600204&g=pol",[26],"防衛費、過去最大９兆円 無人機取得、処遇改善を加速（時事ドットコム）",[22,77242,77245],{"href":77243,"rel":77244},"https:\u002F\u002Ftoyokeizai.net\u002Farticles\u002F-\u002F926578",[26],"来年度予算案の防衛関係費は初の9兆円台に（東洋経済オンライン／ブルームバーグ）",[446,77247,77248,77249],{},"重工3社の時価総額：",[22,77250,77253],{"href":77251,"rel":77252},"https:\u002F\u002Ftoyokeizai.net\u002Farticles\u002F-\u002F909315",[26],"膨張する防衛費の恩恵で株価沸騰が止まらない三菱重・川崎重・IHIの重工3社（東洋経済オンライン）",[446,77255,77256,77257,51887,77262],{},"エミン氏の著書・銘柄観：",[22,77258,77261],{"href":77259,"rel":77260},"https:\u002F\u002Fwww.amazon.co.jp\u002Fdp\u002F408786135X",[26],"エブリシング・バブルの崩壊（エミン・ユルマズ／集英社）",[22,77263,77266],{"href":77264,"rel":77265},"https:\u002F\u002Fmedia.monex.co.jp\u002Farticles\u002F-\u002F19824",[26],"市場急変の今「日本株のバリュー銘柄」に注目する理由（マネクリ・マネックス証券）",[446,77268,77269,77270,51887,77275],{},"日経平均の長期予想：",[22,77271,77274],{"href":77272,"rel":77273},"https:\u002F\u002Fwww.nomura.co.jp\u002Fwealthstyle\u002Farticle\u002F0760\u002F",[26],"2040年の日経平均株価は「24万円」に到達する可能性（野村ウェルスタイル）",[22,77276,77279],{"href":77277,"rel":77278},"https:\u002F\u002Fnews.yahoo.co.jp\u002Farticles\u002F20599b25a8675a98eac521a8459adb711cc52405",[26],"日経平均株価が「30万円」に!? 大和証券\"お客様限定文書\"（デイリー新潮）",[446,77281,77282,77283,51887,77288],{},"トルコ製ドローン：",[22,77284,77287],{"href":77285,"rel":77286},"https:\u002F\u002Fn-seikei.jp\u002F2025\u002F08\u002Ftb-1.html",[26],"中谷防衛相 トルコ製ドローン「バイラクタルTB２」の導入検討を表明（JC-NET）",[22,77289,77292],{"href":77290,"rel":77291},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUA172F40X10C25A8000000\u002F",[26],"自衛隊、トルコ製ドローンの採用検討（日本経済新聞）",[446,77294,77295,77296],{},"ジョージ・フリードマン：",[22,77297,77300],{"href":77298,"rel":77299},"https:\u002F\u002Fwww.hmv.co.jp\u002Fen\u002Fartist_000000000573836\u002Fitem_5770784",[26],"100年予測（ジョージ・フリードマン／ハヤカワ文庫）",[446,77302,77303,77304],{},"宇宙関連株：",[22,77305,77308],{"href":77306,"rel":77307},"https:\u002F\u002Ffinance.matsui.co.jp\u002Fstock\u002F186A\u002Findex",[26],"アストロスケールホールディングス(186A) 東証グロース 株価（松井証券）",[11,77310,77311],{},[51023,77312,77313],{},"※ 動画の発言の引用・要約は自動字幕（文字起こし）に基づきます。本記事は動画の主張を公開情報で検証したものであり、将来の相場・株価を保証するものではありません。",[15,77315,52009],{"id":52009},[52011,77317,77318,77323],{},[52014,77319,77321],{"cat":52031,"desc":77320,"href":57018},"同じ楽待のSpaceX回。宇宙ビジネスと評価額の物語を整理",[11,77322,57035],{},[52014,77324,77326],{"cat":52039,"desc":77325,"href":51523},"論者の主張をデータで確かめる、この記事と同じ読み方の基礎",[11,77327,77328],{},"インフレ論をどう読むか — 主張をデータで確かめる視点",[50984,77330,77331],{},[11,77332,77333],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動きは予測できません。記載の数値は本記事のデータ基準日（2026年6月15日）時点の報道・統計に基づきます。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":77335},[77336,77337,77338,77339,77340,77343,77344,77345,77346,77347],{"id":50998,"depth":57,"text":50998},{"id":51017,"depth":57,"text":51018},{"id":76858,"depth":57,"text":76859},{"id":51093,"depth":57,"text":51094},{"id":77014,"depth":57,"text":77015,"children":77341},[77342],{"id":51507,"depth":8742,"text":51507},{"id":51528,"depth":57,"text":51529},{"id":51635,"depth":57,"text":51636},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"2026-06-15","楽待の対談（後編）でエミン・ユルマズ氏と小泉悠氏が語った「新冷戦は日本に追い風」「4大メガテーマ」「日経平均30万円」を、防衛費9兆円や重工3社の株価など一次情報と突き合わせて検証。大筋は事実に裏打ちされる一方、倍率や時期には誇張も。",{},"\u002Freading\u002Farticles\u002Femin-shinreisen-megatheme-review","2026-06-15T23:45:00+09:00",{"title":76751,"description":77349},"reading\u002Farticles\u002Femin-shinreisen-megatheme-review",[75191,52066,52076,28600],"-MCg83lknD6ojREPvRwRL07AZSDewOIU-A-2vAd3onw",{"id":77358,"title":77359,"author":6,"body":77360,"category":62,"dataDate":6,"date":77348,"description":77417,"extension":65,"image":6,"meta":77418,"navigation":67,"path":77419,"publishedAt":77420,"seo":77421,"stem":77422,"tags":77423,"type":6,"updated":6,"__hash__":77424},"articles\u002Freading\u002Farticles\u002F2026-06-15-nikkei-iran-boj-rate-hike.md","日経平均が初の6万9000円台 ─ 米イラン合意と日銀利上げ観測が重なった一日",{"type":8,"value":77361,"toc":77412},[77362,77365,77367,77372,77380,77385,77391,77396,77402,77404,77407,77409],[11,77363,77364],{},"15日の東京株式市場は急騰した。トランプ米大統領が「イランと戦闘終結で合意した」と発表、ホルムズ海峡の開放も明言したことで地政学リスクが一気に後退。原油先物が急落し、エネルギーコスト低下への期待が日本株全体を押し上げた。同日、日銀は政策金利の引き上げを最終判断する会合を開始しており、翌16日の結果も注目を集めている。",[15,77366,17],{"id":17},[11,77368,77369],{},[33,77370,77371],{},"日経平均終値 6万9,317円（前週末比+3,297円）",[11,77373,77374,77375,77379],{},"15日の日経平均株価は前週末比3,297円46銭高の6万9,317円50銭で終値（",[22,77376,315],{"href":77377,"rel":77378},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB150IN0V10C26A6000000\u002F",[26],"）。終値ベースで初めて6万9,000円台に乗せた。半導体・自動車・航空など幅広いセクターに買いが入った。",[11,77381,77382],{},[33,77383,77384],{},"米イラン停戦合意が引き金",[11,77386,77387,77388,42],{},"トランプ大統領が同日早朝（日本時間）に「イランと戦闘終結で合意」と発表し、ホルムズ海峡の開放を明言（正式締結は19日予定）。NY原油先物は80ドル台に急落した（",[22,77389,315],{"href":77377,"rel":77390},[26],[11,77392,77393],{},[33,77394,77395],{},"日銀が政策金利の最終判断へ",[11,77397,77398,77399,42],{},"日銀は15〜16日に金融政策決定会合を開催。現行0.75%の政策金利を1.0%へ引き上げる方向で最終判断するとみられており、物価の上振れリスクへの対応が主な背景とされている（",[22,77400,315],{"href":76273,"rel":77401},[26],[15,77403,45],{"id":45},[11,77405,77406],{},"原油安は輸送費・光熱費の押し下げ要因で、家計目線では物価上昇が一服する可能性がある。一方、利上げが決定されれば変動型住宅ローンの金利上昇圧力が高まるタイミングと重なるため、明日（16日）の日銀会合の結果は住宅ローン利用者にとっても無視できない。",[15,77408,51],{"id":51},[11,77410,77411],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買や金融商品への投資を推奨するものではなく、将来の相場・金利動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":77413},[77414,77415,77416],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米イラン停戦合意で原油が80ドル台に急落、日経平均は3,297円高の6万9,317円で終値。日銀は同日から政策金利0.75%→1.0%の利上げを最終判断する会合を開始。",{},"\u002Freading\u002Farticles\u002F2026-06-15-nikkei-iran-boj-rate-hike","2026-06-15T20:00:00+09:00",{"title":77359,"description":77417},"reading\u002Farticles\u002F2026-06-15-nikkei-iran-boj-rate-hike",[73,236],"CZyNynNGbaE9C8RytraoSqKvers-k1dPraJm_LBOq2g",{"id":77426,"title":77427,"author":6,"body":77428,"category":62,"dataDate":6,"date":77348,"description":77496,"extension":65,"image":6,"meta":77497,"navigation":67,"path":77498,"publishedAt":77420,"seo":77499,"stem":77500,"tags":77501,"type":6,"updated":6,"__hash__":77502},"articles\u002Freading\u002Farticles\u002F2026-06-15-boj-rate-hike-ueda-absent.md","日銀会合が本日開幕——植田総裁不在の歴史的局面、明日1%決定へ",{"type":8,"value":77429,"toc":77491},[77430,77433,77435,77440,77453,77458,77469,77474,77481,77483,77486,77488],[11,77431,77432],{},"本日（6月15日）から日本銀行の金融政策決定会合が2日間の日程で始まった。政策金利を31年ぶりとなる1.0%に引き上げることが有力視される一方、植田和男総裁が入院中で欠席するという異例の状況での会合となっている。結果の発表は明日16日の午後。",[15,77434,17],{"id":17},[11,77436,77437],{},[33,77438,77439],{},"総裁不在という異例の事態",[11,77441,77442,77443,77448,77449,42],{},"日銀は6月10日、植田総裁が肝嚢胞感染症の治療のため入院（6月9日〜）し、15〜16日の決定会合を欠席すると発表した（",[22,77444,77447],{"href":77445,"rel":77446},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB10A3D0Q6A610C2000000\u002F",[26],"日本経済新聞、2026年6月10日","）。1998年の新日銀法施行以降、在任中の総裁が定例の決定会合を欠席するのは初めてで、9人いる政策委員のうち8人の多数決で政策が決まる（",[22,77450,3419],{"href":77451,"rel":77452},"https:\u002F\u002Fnews.web.nhk\u002Fnewsweb\u002Fna\u002Fna-k10015146301000",[26],[11,77454,77455],{},[33,77456,77457],{},"政策金利1.0%への引き上げが濃厚",[11,77459,77460,77461,77465,77466,42],{},"金融政策を分析する「日銀ウオッチャー」を対象とした調査では、回答者の約9割が今会合での利上げを予想（",[22,77462,77464],{"href":71227,"rel":77463},[26],"日本経済新聞、2026年6月5日","）。実現すれば政策金利は現状の0.75%から1.0%となり、1995年以来約31年ぶりの水準となる（",[22,77467,77447],{"href":76273,"rel":77468},[26],[11,77470,77471],{},[33,77472,77473],{},"住宅ローンへの反映スケジュール",[11,77475,77476,77477,77480],{},"変動金利型の住宅ローンは、多くの金融機関が毎年4月・10月に基準金利を見直す仕組み。6月会合で利上げが決まっても、既存の変動金利型ローンへの反映は10月改定（返済額の変化が始まるのは翌年1月返済分から）になるケースが一般的とされる（",[22,77478,1754],{"href":438,"rel":77479},[26],"）。新規の固定金利型は先行して上昇済みの傾向が強い。",[15,77482,45],{"id":45},[11,77484,77485],{},"総裁不在という異例の形ではあるが、利上げの方向性自体は変わらないとみるのが市場の大勢だ。変動金利型ローンを抱える世帯は、10月の基準金利見直しに向けて残高と返済計画を確認しておく余裕がある。一方で普通預金・定期預金の金利は利上げ後から徐々に引き上げられる傾向があり、預金側にはプラスの方向に動く。",[15,77487,51],{"id":51},[11,77489,77490],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。金融政策の結果や市場動向を保証するものではなく、住宅ローン・資産運用に関する判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":77492},[77493,77494,77495],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀の6月15〜16日の金融政策決定会合が本日スタート。植田総裁が入院中で欠席という異例の状況のもと、8人の政策委員が政策金利を1.0%へ引き上げる見通し。住宅ローンへの反映スケジュールを整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-15-boj-rate-hike-ueda-absent",{"title":77427,"description":77496},"reading\u002Farticles\u002F2026-06-15-boj-rate-hike-ueda-absent",[236,73],"3CezOLzIK0zsyz9xRWI4cpvjVos2S1LTd9_-Jx6OWkg",{"id":77504,"title":77505,"author":6,"body":77506,"category":62,"dataDate":6,"date":77348,"description":77550,"extension":65,"image":6,"meta":77551,"navigation":67,"path":77552,"publishedAt":77553,"seo":77554,"stem":77555,"tags":77556,"type":6,"updated":6,"__hash__":77557},"articles\u002Freading\u002Farticles\u002F2026-06-15-boj-rate-hike-deposit-rates.md","日銀1%利上げ濃厚、預金金利はまた動くか　メガバンク0.3%の「次」を整理する",{"type":8,"value":77507,"toc":77545},[77508,77511,77513,77523,77535,77537,77540,77542],[11,77509,77510],{},"今日（6月15日）から始まった日本銀行の金融政策決定会合で、政策金利を現行の0.75%から1.0%に引き上げる観測が強まっている。結果は明日16日午後の公表予定だ。変動型住宅ローンへの影響が注目されがちだが、「貯蓄サイド」の普通預金・定期預金にも変化が生じやすい局面になっている。",[15,77512,17],{"id":17},[11,77514,77515,77516,77519,77520,42],{},"日銀の6月会合（15〜16日）で政策金利を0.75%から1.0%に引き上げる見通しが強まっている。日銀ウオッチャーを対象にした調査では回答者の約9割が今会合での利上げを予想しており（",[22,77517,77464],{"href":71227,"rel":77518},[26],"）、実現すれば1995年以来約31年ぶりの水準となる（",[22,77521,77447],{"href":76273,"rel":77522},[26],[11,77524,77525,77526,77529,77530,77534],{},"直近の利上げ（2025年12月、0.5%→0.75%）を受けて、三菱UFJ・みずほ・三井住友の大手3行は",[33,77527,77528],{},"2026年2月2日付けで普通預金金利を0.2%から0.3%に引き上げた","。三菱UFJにとっては「33年ぶりの高水準」とされる（",[22,77531,315],{"href":77532,"rel":77533},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB184PM0Y5A211C2000000\u002F",[26],"）。今回の6月会合で1.0%への引き上げが決まれば、各行が再び預金金利の見直しを検討するタイミングが来ると予想される。",[15,77536,45],{"id":45},[11,77538,77539],{},"前回の利上げ後、銀行が普通預金金利を改定するまでに約2か月かかった経緯がある。仮に6月会合での利上げが決まるなら、改定が反映されるのは早くても夏以降になる見通しだ。引き上げ幅は各行が個別に判断するため具体的な数字は断言できないが、政策金利が切り上がるほど預金者の受取利息も徐々に改善しやすい流れは続く。ローンを抱える世帯とは逆に、貯蓄が中心の世帯にとっては緩やかにプラスに働く方向だ。",[15,77541,51],{"id":51},[11,77543,77544],{},"本記事は情報提供を目的としたもので、投資助言ではありません。預金金利の変更時期・幅は金融機関によって異なり、本記事の内容は各行の改定を保証するものではありません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":77546},[77547,77548,77549],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀が本日開始の決定会合で政策金利を0.75%→1.0%に引き上げる観測が高まっている。前回の利上げ後、大手3行は約2か月で普通預金金利を0.2%→0.3%に改定した。今回も同様の動きが想定される。",{},"\u002Freading\u002Farticles\u002F2026-06-15-boj-rate-hike-deposit-rates","2026-06-15T13:00:00+09:00",{"title":77505,"description":77550},"reading\u002Farticles\u002F2026-06-15-boj-rate-hike-deposit-rates",[73,236],"xoIh68ptWBoEU8_QLsjh0n1KGUTzCGYkEcjISiCt1_o",{"id":77559,"title":77560,"author":6,"body":77561,"category":62,"dataDate":6,"date":77348,"description":77623,"extension":65,"image":6,"meta":77624,"navigation":67,"path":77625,"publishedAt":77626,"seo":77627,"stem":77628,"tags":77629,"type":6,"updated":6,"__hash__":77630},"articles\u002Freading\u002Farticles\u002F2026-06-15-fomc-june-bias-shift.md","今週のFOMC前夜——先週末の米国株は上昇も、FRBの「バイアス転換」次第でドル円が再び160円超えへ",{"type":8,"value":77562,"toc":77618},[77563,77566,77568,77573,77581,77586,77594,77599,77608,77610,77613,77615],[11,77564,77565],{},"今週の最大焦点は、米連邦準備制度理事会（FRB）の金融政策会合（FOMC）です。日本時間で今夜から明日にかけて開かれ、結果は18日（木）午前4時（日本時間）に発表される見通し。市場の金利据え置き予想は揺るがないものの、「スタンスをどこに傾けるか」を見極めようとする目線が先週末からドル円と米国株を動かし始めています。",[15,77567,17],{"id":17},[11,77569,77570],{},[33,77571,77572],{},"先週末（6月12日）の米国市場",[11,77574,77575,77576,42],{},"ダウ工業株30種は353ドル高（＋0.7%）の51,202ドル、S&P500は＋0.5%の7,431、ナスダック総合は＋0.3%の25,888で週を終えた。米・イラン停戦合意への期待が買い材料となり、3指数そろって上昇した（",[22,77577,77580],{"href":77578,"rel":77579},"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F06\u002F11\u002Fstock-market-today-live-updates.html",[26],"CNBC, 2026年6月12日",[11,77582,77583],{},[33,77584,77585],{},"ドル円は160円前後",[11,77587,77588,77589,42],{},"週明けのドル円は159円台半ばから160円台前半で推移。先週金曜のドル買い圧力が続いており、停戦報道で一時的に円高方向へ振れる場面もあったが、大きな流れは変わっていない（",[22,77590,77593],{"href":77591,"rel":77592},"https:\u002F\u002Fwww.oanda.jp\u002Flab-education\u002Fmarket_news\u002F2026_06_15_usdjpy\u002F",[26],"OANDA, 2026年6月15日",[11,77595,77596],{},[33,77597,77598],{},"FOMCでは「バイアス転換」が焦点",[11,77600,77601,77602,77607],{},"FOMCは現地時間6月16〜17日に開催。フェデラルファンド金利（現在3.5〜3.75%）の変更はほぼないとみられ、市場折込みで99.5%が据え置きを予想する。最大の注目点は、FRBが声明の文言を「利下げシグナル寄り」から「中立〜引き締め方向」へ書き換えるかどうかだ。5月の米CPI（消費者物価指数）は前年比＋4.2%、コアCPIも＋2.9%とFRBの目標（2%）を大きく上回っており、足元のインフレ再加速が政策スタンスを変える材料になっている（",[22,77603,77606],{"href":77604,"rel":77605},"https:\u002F\u002Fwww.indexbox.io\u002Fblog\u002Ffed-meeting-preview-june-1617-fomc-decision-and-potential-bias-shift\u002F",[26],"IndexBox, FOMCプレビュー","）。ウォーシュFRB議長（2026年5月就任）は結果発表後の記者会見（日本時間18日午前4時30分）でメッセージを発する。",[15,77609,45],{"id":45},[11,77611,77612],{},"FRBがタカ派寄りのバイアスを明示すれば、日米金利差の縮小期待が後退し、円安圧力が一段と強まる展開が想定される。ドル円が160円超えを定着させると、輸入物価やエネルギー・食品価格を通じた家計のインフレ感は続きやすい。日本株では輸出関連が支えられる半面、内需・消費関連には重しになりやすい局面だ。ただし声明の文言次第で反応が逆に振れる可能性もあり、FOMC明け翌朝（18日以降）の市場動向を確認してからでも遅くない。",[15,77614,51],{"id":51},[11,77616,77617],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。個別銘柄・通貨ペアの売買を推奨するものではなく、将来の相場・経済動向を保証しません。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":77619},[77620,77621,77622],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"先週末の米国株は米・イラン停戦期待で上昇。今週6月16〜17日のFOMC（結果は日本時間18日早朝）では金利据え置き濃厚だが、FRBが引き締め方向に姿勢転換すればドル円の円安圧力が続く可能性がある。",{},"\u002Freading\u002Farticles\u002F2026-06-15-fomc-june-bias-shift","2026-06-15T09:00:00+09:00",{"title":77560,"description":77623},"reading\u002Farticles\u002F2026-06-15-fomc-june-bias-shift",[164,73],"x1-I_1lM5aP2NTa9E_4458k4xe2vHZr7lDpVpHZo8mY",{"id":77632,"title":77633,"author":6,"body":77634,"category":73,"dataDate":6,"date":78260,"description":78261,"extension":65,"image":6,"meta":78262,"navigation":67,"path":78263,"publishedAt":78264,"seo":78265,"stem":78266,"tags":78267,"type":6,"updated":6,"__hash__":78268},"articles\u002Freading\u002Farticles\u002F2026-06-15-weekly-earnings.md","今週の注目決算まとめ（2026\u002F6\u002F15週）",{"type":8,"value":77635,"toc":78253},[77636,77646,77650,77652,77744,77748,77752,77754,78224,78226,78238,78240,78249,78251],[11,77637,77638,77639,49811,77642,77645],{},"来週（2026年6月15日〜21日）は、",[33,77640,77641],{},"32社",[33,77643,77644],{},"30社が15日（月）に集中","し、残りは19日（金）の2社です。顔ぶれは東証グロースを中心とした中小型株が大半で、相対的に知名度のある企業ではパーク24（4666）、ギフトホールディングス（9279）、TOKYO BASE（3415）などが並びます。以下は発表「予定」のカレンダーで、実際の売上・利益は各社の発表後に確認してください。",[15,77647,77649],{"id":77648},"今週の注目決算615週予定","今週の注目決算（6\u002F15週・予定）",[11,77651,13937],{},[13939,77653,77654],{},[2752,77655,77656,77666],{},[2755,77657,77658],{},[2758,77659,77660,77662,77664],{},[2761,77661,13949],{},[2761,77663,13952],{},[2761,77665,13955],{},[2768,77667,77668,77678,77688,77697,77706,77715,77724,77734],{},[2758,77669,77670,77673,77675],{},[2773,77671,77672],{},"パーク24（4666）",[2773,77674,13965],{},[2773,77676,77677],{},"6\u002F15(月) 16:00",[2758,77679,77680,77683,77685],{},[2773,77681,77682],{},"ギフトホールディングス（9279）",[2773,77684,13965],{},[2773,77686,77687],{},"6\u002F15(月) 15:30",[2758,77689,77690,77693,77695],{},[2773,77691,77692],{},"TOKYO BASE（3415）",[2773,77694,13976],{},[2773,77696,77687],{},[2758,77698,77699,77702,77704],{},[2773,77700,77701],{},"サンバイオ（4592）",[2773,77703,13976],{},[2773,77705,77687],{},[2758,77707,77708,77711,77713],{},[2773,77709,77710],{},"クラシコム（7110）",[2773,77712,14110],{},[2773,77714,77687],{},[2758,77716,77717,77720,77722],{},[2773,77718,77719],{},"Hamee（3134）",[2773,77721,14167],{},[2773,77723,77687],{},[2758,77725,77726,77729,77731],{},[2773,77727,77728],{},"コーセル（6905）",[2773,77730,14167],{},[2773,77732,77733],{},"6\u002F19(金) 11:30",[2758,77735,77736,77739,77741],{},[2773,77737,77738],{},"サツドラホールディングス（3544）",[2773,77740,14167],{},[2773,77742,77743],{},"6\u002F19(金) 15:30",[11,77745,77746,14034],{},[33,77747,14033],{},[15,77749,77751],{"id":77750},"発表予定の全リスト615621","発表予定の全リスト（6\u002F15〜6\u002F21）",[11,77753,14041],{},[13939,77755,77756],{},[2752,77757,77758,77772],{},[2755,77759,77760],{},[2758,77761,77762,77764,77766,77768,77770],{},[2761,77763,14052],{},[2761,77765,14055],{},[2761,77767,14058],{},[2761,77769,14061],{},[2761,77771,13952],{},[2768,77773,77774,77789,77803,77817,77831,77845,77859,77873,77887,77901,77915,77929,77943,77957,77971,77985,77999,78013,78027,78041,78055,78069,78083,78097,78111,78125,78139,78153,78167,78181,78195,78210],{},[2758,77775,77776,77779,77781,77784,77787],{},[2773,77777,77778],{},"6\u002F15(月)",[2773,77780,14073],{},[2773,77782,77783],{},"556A",[2773,77785,77786],{},"犬猫生活",[2773,77788,14167],{},[2758,77790,77791,77793,77795,77798,77801],{},[2773,77792,77778],{},[2773,77794,14073],{},[2773,77796,77797],{},"456A",[2773,77799,77800],{},"ＨＵＭＡＮ ＭＡＤＥ",[2773,77802,13976],{},[2758,77804,77805,77807,77809,77812,77815],{},[2773,77806,77778],{},[2773,77808,14073],{},[2773,77810,77811],{},"500A",[2773,77813,77814],{},"ＴＯブックス",[2773,77816,14167],{},[2758,77818,77819,77821,77823,77826,77829],{},[2773,77820,77778],{},[2773,77822,14073],{},[2773,77824,77825],{},"442A",[2773,77827,77828],{},"クラシコ",[2773,77830,13965],{},[2758,77832,77833,77835,77837,77840,77843],{},[2773,77834,77778],{},[2773,77836,14073],{},[2773,77838,77839],{},"3823",[2773,77841,77842],{},"ＴＨＥ ＷＨＹ ＨＯＷ ＤＯ ＣＯＭＰＡＮＹ",[2773,77844,14167],{},[2758,77846,77847,77849,77851,77854,77857],{},[2773,77848,77778],{},[2773,77850,14729],{},[2773,77852,77853],{},"3195",[2773,77855,77856],{},"ジェネレーションパス",[2773,77858,13965],{},[2758,77860,77861,77863,77865,77868,77871],{},[2773,77862,77778],{},[2773,77864,15053],{},[2773,77866,77867],{},"4592",[2773,77869,77870],{},"サンバイオ",[2773,77872,13976],{},[2758,77874,77875,77877,77879,77882,77885],{},[2773,77876,77778],{},[2773,77878,15053],{},[2773,77880,77881],{},"5136",[2773,77883,77884],{},"tripla",[2773,77886,13965],{},[2758,77888,77889,77891,77893,77896,77899],{},[2773,77890,77778],{},[2773,77892,15053],{},[2773,77894,77895],{},"3804",[2773,77897,77898],{},"システム ディ",[2773,77900,13965],{},[2758,77902,77903,77905,77907,77910,77913],{},[2773,77904,77778],{},[2773,77906,15053],{},[2773,77908,77909],{},"2978",[2773,77911,77912],{},"ツクルバ",[2773,77914,14110],{},[2758,77916,77917,77919,77921,77924,77927],{},[2773,77918,77778],{},[2773,77920,15053],{},[2773,77922,77923],{},"3565",[2773,77925,77926],{},"アセンテック",[2773,77928,13976],{},[2758,77930,77931,77933,77935,77938,77941],{},[2773,77932,77778],{},[2773,77934,15053],{},[2773,77936,77937],{},"3415",[2773,77939,77940],{},"TOKYO BASE",[2773,77942,13976],{},[2758,77944,77945,77947,77949,77952,77955],{},[2773,77946,77778],{},[2773,77948,15053],{},[2773,77950,77951],{},"1383",[2773,77953,77954],{},"ベルグアース",[2773,77956,13965],{},[2758,77958,77959,77961,77963,77966,77969],{},[2773,77960,77778],{},[2773,77962,15053],{},[2773,77964,77965],{},"3134",[2773,77967,77968],{},"Hamee",[2773,77970,14167],{},[2758,77972,77973,77975,77977,77980,77983],{},[2773,77974,77778],{},[2773,77976,15053],{},[2773,77978,77979],{},"1840",[2773,77981,77982],{},"土屋ホールディングス",[2773,77984,13965],{},[2758,77986,77987,77989,77991,77994,77997],{},[2773,77988,77778],{},[2773,77990,15053],{},[2773,77992,77993],{},"184A",[2773,77995,77996],{},"学びエイド",[2773,77998,14167],{},[2758,78000,78001,78003,78005,78008,78011],{},[2773,78002,77778],{},[2773,78004,15053],{},[2773,78006,78007],{},"278A",[2773,78009,78010],{},"Terra Drone",[2773,78012,13976],{},[2758,78014,78015,78017,78019,78022,78025],{},[2773,78016,77778],{},[2773,78018,15053],{},[2773,78020,78021],{},"2315",[2773,78023,78024],{},"CAICA DIGITAL",[2773,78026,13965],{},[2758,78028,78029,78031,78033,78036,78039],{},[2773,78030,77778],{},[2773,78032,15053],{},[2773,78034,78035],{},"7901",[2773,78037,78038],{},"マツモト",[2773,78040,14167],{},[2758,78042,78043,78045,78047,78050,78053],{},[2773,78044,77778],{},[2773,78046,15053],{},[2773,78048,78049],{},"9279",[2773,78051,78052],{},"ギフトホールディングス",[2773,78054,13965],{},[2758,78056,78057,78059,78061,78064,78067],{},[2773,78058,77778],{},[2773,78060,15053],{},[2773,78062,78063],{},"7034",[2773,78065,78066],{},"プロレド・パートナーズ",[2773,78068,13965],{},[2758,78070,78071,78073,78075,78078,78081],{},[2773,78072,77778],{},[2773,78074,15053],{},[2773,78076,78077],{},"7110",[2773,78079,78080],{},"クラシコム",[2773,78082,14110],{},[2758,78084,78085,78087,78089,78092,78095],{},[2773,78086,77778],{},[2773,78088,16780],{},[2773,78090,78091],{},"5971",[2773,78093,78094],{},"共和工業所",[2773,78096,14167],{},[2758,78098,78099,78101,78103,78106,78109],{},[2773,78100,77778],{},[2773,78102,16922],{},[2773,78104,78105],{},"4666",[2773,78107,78108],{},"パーク24",[2773,78110,13965],{},[2758,78112,78113,78115,78117,78120,78123],{},[2773,78114,77778],{},[2773,78116,16922],{},[2773,78118,78119],{},"2424",[2773,78121,78122],{},"ブラス",[2773,78124,14110],{},[2758,78126,78127,78129,78131,78134,78137],{},[2773,78128,77778],{},[2773,78130,16922],{},[2773,78132,78133],{},"6838",[2773,78135,78136],{},"多摩川ホールディングス",[2773,78138,13965],{},[2758,78140,78141,78143,78145,78148,78151],{},[2773,78142,77778],{},[2773,78144,16922],{},[2773,78146,78147],{},"7050",[2773,78149,78150],{},"フロンティアインターナショナル",[2773,78152,14167],{},[2758,78154,78155,78157,78159,78162,78165],{},[2773,78156,77778],{},[2773,78158,17469],{},[2773,78160,78161],{},"4380",[2773,78163,78164],{},"Mマート",[2773,78166,13976],{},[2758,78168,78169,78171,78173,78176,78179],{},[2773,78170,77778],{},[2773,78172,17540],{},[2773,78174,78175],{},"2345",[2773,78177,78178],{},"HODL1",[2773,78180,13965],{},[2758,78182,78183,78185,78187,78190,78193],{},[2773,78184,77778],{},[2773,78186,28521],{},[2773,78188,78189],{},"8894",[2773,78191,78192],{},"REVOLUTION",[2773,78194,13965],{},[2758,78196,78197,78200,78202,78205,78208],{},[2773,78198,78199],{},"6\u002F19(金)",[2773,78201,14203],{},[2773,78203,78204],{},"6905",[2773,78206,78207],{},"コーセル",[2773,78209,14167],{},[2758,78211,78212,78214,78216,78219,78222],{},[2773,78213,78199],{},[2773,78215,15053],{},[2773,78217,78218],{},"3544",[2773,78220,78221],{},"サツドラホールディングス",[2773,78223,14167],{},[15,78225,28547],{"id":28547},[443,78227,78228,78232],{},[446,78229,68460,78230,68464],{},[33,78231,68463],{},[446,78233,28555,78234,28560,78236,28564],{},[22,78235,28559],{"href":28558},[33,78237,28563],{},[15,78239,28567],{"id":28567},[443,78241,78242,78245],{},[446,78243,78244],{},"決算発表予定は、取引所の決算発表スケジュールおよび各社の開示に基づきます（2026年6月14日時点）。",[446,78246,28575,78247,28579],{},[33,78248,28578],{},[15,78250,51],{"id":51},[11,78252,28584],{},{"title":56,"searchDepth":57,"depth":57,"links":78254},[78255,78256,78257,78258,78259],{"id":77648,"depth":57,"text":77649},{"id":77750,"depth":57,"text":77751},{"id":28547,"depth":57,"text":28547},{"id":28567,"depth":57,"text":28567},{"id":51,"depth":57,"text":51},"2026-06-14","2026年6月15日〜21日に決算発表を予定する企業を、発表日・時刻・会計期つきで初心者向けに一覧化します。発表は月曜15日に集中し、東証グロースの中小型が中心です。",{},"\u002Freading\u002Farticles\u002F2026-06-15-weekly-earnings","2026-06-14T19:00:00+09:00",{"title":77633,"description":78261},"reading\u002Farticles\u002F2026-06-15-weekly-earnings",[28599,28600],"8G2zImPRVeHZRW2JcQKvSa3yVFM_Gz3DzyKuI9lNxmE",{"id":78270,"title":78271,"author":6,"body":78272,"category":62,"dataDate":6,"date":78260,"description":78328,"extension":65,"image":6,"meta":78329,"navigation":67,"path":78330,"publishedAt":78331,"seo":78332,"stem":78333,"tags":78334,"type":6,"updated":6,"__hash__":78335},"articles\u002Freading\u002Farticles\u002F2026-06-14-crude-oil-drop-iran-household-energy.md","米・イラン和平合意が迫り原油が急落、日本の電気代・ガス代への波及は秋口か",{"type":8,"value":78273,"toc":78323},[78274,78277,78279,78287,78310,78312,78315,78318,78320],[11,78275,78276],{},"米国とイランの和平交渉が大きく前進し、6月12日（金）のNY原油先物（WTI7月限）が前日比約2%急落して84.23ドルで引けました。中東情勢の緊迫化でエネルギーコストが高止まりしていた日本の家計にとって、この動きがいつ、どのくらい効いてくるかが焦点になります。",[15,78278,17],{"id":17},[11,78280,78281,78282,42],{},"パキスタン首相が同日、「米・イラン和平合意の文書がまとまった」と明言しました。合意案には石油制裁の解除とホルムズ海峡の30日以内の再開が盛り込まれているとされ、原油の供給回復期待が市場に広がりました（",[22,78283,78286],{"href":78284,"rel":78285},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260613\u002F856895.html",[26],"財経新聞 2026-06-13",[443,78288,78289,78295,78300],{},[446,78290,78291,78294],{},[33,78292,78293],{},"WTI原油（7月限）","：84.23ドル（前日比 −1.84ドル、−2.14%）",[446,78296,78297,78299],{},[33,78298,50138],{},"：51,202.26ドル（+353.51ドル）、ナスダック：25,888.84（+79.18）と続伸（同上）",[446,78301,78302,78304,78305,1714],{},[33,78303,1707],{},"：週末にかけて159.53円付近で推移（",[22,78306,78309],{"href":78307,"rel":78308},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F06\u002F14\u002F070000",[26],"外為どっとコム 2026-06-14",[15,78311,45],{"id":45},[11,78313,78314],{},"原油安はエネルギー輸入依存度が高い日本の家計にはプラス方向の動きです。ただし、電力・ガス料金には「燃料費調整制度」があり、原油価格の変化が請求額に反映されるまで通常2〜3カ月程度の時間差が生じます。今回の急落が家計の請求書に現れてくるのは、早くても9〜10月頃と見られます。",[11,78316,78317],{},"一方でドル円は引き続き150円台後半で推移しています。ドル建て原油が下がっても、円安が残れば恩恵の一部が為替で相殺されやすい構図は変わっていません。今週は日銀（6月15〜16日）とFOMC（6月16〜17日）が相次いで開催予定で、その結果次第で日米金利差がどう変わるかが円の行方に影響しそうです。",[15,78319,51],{"id":51},[11,78321,78322],{},"本記事は情報提供を目的としたもので、投資助言ではありません。原油価格・為替・電気料金は日々変動します。最終判断は各社の公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78324},[78325,78326,78327],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"6月12日のWTI原油先物が約2%急落して84ドル台に。和平合意の進展が背景で、日本家計のエネルギーコストにはいつ・どう効いてくるか整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-14-crude-oil-drop-iran-household-energy","2026-06-14T00:17:28+00:00",{"title":78271,"description":78328},"reading\u002Farticles\u002F2026-06-14-crude-oil-drop-iran-household-energy",[629,236],"lNRw_MCAaPIeBgXspKEiSAM45oD_ZixHhbqjdaE-lcE",{"id":78337,"title":78338,"author":6,"body":78339,"category":62,"dataDate":6,"date":78260,"description":78447,"extension":65,"image":6,"meta":78448,"navigation":67,"path":78449,"publishedAt":6,"seo":78450,"stem":78451,"tags":78452,"type":6,"updated":6,"__hash__":78453},"articles\u002Freading\u002Farticles\u002F2026-06-14-electricity-gas-subsidy-july.md","電気・ガス補助金が7〜9月に再開 ── 標準家庭で3か月5,000円程度の軽減へ",{"type":8,"value":78340,"toc":78442},[78341,78344,78346,78359,78374,78418,78429,78432,78434,78437,78439],[11,78342,78343],{},"6月に食品や再エネ賦課金の値上げが続くなか、政府は夏の電気・ガス料金を一時的に抑える補助金の再開を決めている。7月検針分（6月使用分）から9月検針分（8月使用分）の3か月間が対象だ。",[15,78345,17],{"id":17},[11,78347,78348,78349,78352,78353,78358],{},"政府は2026年5月26日の閣議決定で、予備費から",[33,78350,78351],{},"5,135億円","を支出して「電気・ガス料金支援」を再開することを決めた（",[22,78354,78357],{"href":78355,"rel":78356},"https:\u002F\u002Fhojyokin-portal.jp\u002Fcolumns\u002Fdenki_gas_hojyo",[26],"補助金ポータル、2026年6月","）。中東情勢の悪化に伴う原油・LNG価格の高騰への対応という位置づけとなっている。",[11,78360,78361,78362,78365,78366,78369,78370,42],{},"電気（低圧）の補助単価は7月・9月が",[33,78363,78364],{},"3.5円\u002FkWh","、8月が",[33,78367,78368],{},"4.5円\u002FkWh","。月260kWhを使う標準的な家庭での電気代の軽減額は次のとおり（",[22,78371,78373],{"href":78355,"rel":78372},[26],"補助金ポータル",[2752,78375,78376,78389],{},[2755,78377,78378],{},[2758,78379,78380,78383,78386],{},[2761,78381,78382],{},"検針月",[2761,78384,78385],{},"補助単価",[2761,78387,78388],{},"軽減額（月260kWh）",[2768,78390,78391,78400,78409],{},[2758,78392,78393,78395,78397],{},[2773,78394,10293],{},[2773,78396,78364],{},[2773,78398,78399],{},"910円",[2758,78401,78402,78404,78406],{},[2773,78403,63580],{},[2773,78405,78368],{},[2773,78407,78408],{},"1,170円",[2758,78410,78411,78414,78416],{},[2773,78412,78413],{},"9月",[2773,78415,78364],{},[2773,78417,78399],{},[11,78419,78420,78421,78424,78425,78428],{},"3か月の電気分合計は",[33,78422,78423],{},"2,990円","。都市ガスの補助単価は経済産業省が追って公表する予定で、電気・ガスを合算した軽減効果は3か月で",[33,78426,78427],{},"5,000円程度","と見込まれている。",[11,78430,78431],{},"対象は電力（低圧・年間1,000万㎥未満の高圧契約）と都市ガス。LPガス（プロパンガス）利用者は今回の直接支援対象外だが、地方創生臨時交付金を通じた自治体経由の支援が別途予定されている。",[15,78433,45],{"id":45},[11,78435,78436],{},"今回の補助金は、6月に過去最高水準（4.18円\u002FkWh）に上がった再エネ賦課金や食品値上げと重なる時期の家計への緩衝材として機能する。ただし補助期間は3か月に限られており、10月以降は補助なしの料金水準に戻る点は頭に入れておきたい。",[15,78438,51],{"id":51},[11,78440,78441],{},"本記事は情報提供を目的としており、投資助言ではありません。補助金の単価・条件・対象は変更になる場合があります。最新情報は経済産業省または各電力・ガス会社の公式サイトをご確認ください。",{"title":56,"searchDepth":57,"depth":57,"links":78443},[78444,78445,78446],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"政府が5月26日の閣議決定で予備費5,135億円を支出し、2026年7〜9月の電気・ガス料金支援を再開する。月260kWhの標準的な家庭では電気・ガス合計3か月で5,000円程度の負担軽減が見込まれる。",{},"\u002Freading\u002Farticles\u002F2026-06-14-electricity-gas-subsidy-july",{"title":78338,"description":78447},"reading\u002Farticles\u002F2026-06-14-electricity-gas-subsidy-july",[236,629],"-LHT_KJK2-wZ6Mu8OTn-2LIxOtFMH6-2Uc_zpzAXANY",{"id":78455,"title":78456,"author":6,"body":78457,"category":62,"dataDate":6,"date":78260,"description":78505,"extension":65,"image":6,"meta":78506,"navigation":67,"path":78507,"publishedAt":6,"seo":78508,"stem":78509,"tags":78510,"type":6,"updated":6,"__hash__":78511},"articles\u002Freading\u002Farticles\u002F2026-06-14-boj-june-rate-hike-preview.md","日銀、あす15・16日に利上げ決定か——政策金利0.75%→1.0%の焦点",{"type":8,"value":78458,"toc":78500},[78459,78462,78464,78472,78478,78487,78490,78492,78495,78497],[11,78460,78461],{},"日銀が明日から始まる金融政策決定会合（6月15〜16日）で、政策金利を現在の0.75%から1.0%へ引き上げる見通しだと日本経済新聞などが報じている。市場でも利上げを約77%の確率で織り込んでいる状況で、17日（火）には植田総裁による記者会見が行われる予定だ。",[15,78463,17],{"id":17},[11,78465,78466,78467,42],{},"日銀は4月の決定会合では中東情勢悪化による景気下振れ懸念から利上げを見送った。その後、景気不安が和らいだ一方で物価の上振れリスクが高まり、政権側も明確な反対を示していないことから、6月での利上げ論が強まってきた（",[22,78468,78471],{"href":78469,"rel":78470},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOUB023HG0S6A600C2000000\u002F",[26],"日本経済新聞、2026年6月2日",[11,78473,78474,78475,42],{},"日経新聞は6月10日付で「日銀、政策金利を1.0%へ引き上げへ」と報道。国債買い入れ縮小については「2027年春以降に停止方針」とも伝えている（",[22,78476,77447],{"href":76273,"rel":78477},[26],[11,78479,78480,78481,78486],{},"一方、ブルームバーグは6月4日付で「日銀幹部が6月利上げを検討、2026年内にもう1回の追加利上げも視野」と報じており（",[22,78482,78485],{"href":78483,"rel":78484},"https:\u002F\u002Fwww.bloomberg.com\u002Fnews\u002Farticles\u002F2026-06-04\u002Fboj-is-said-to-mull-june-rate-hike-with-another-possible-in-2026",[26],"Bloomberg、2026年6月4日","）、年内2回の利上げシナリオが広がっている。",[11,78488,78489],{},"為替は執筆時点で1ドル＝159円台で推移しており、利上げ後も日米金利差は2.5〜3%程度残るため、「155円程度での推移が続く」との見方が市場の大勢だ。160円を超えれば再び為替介入の可能性があるとも指摘されている。",[15,78491,45],{"id":45},[11,78493,78494],{},"政策金利が1.0%に上がれば、変動型住宅ローンの基準金利が遅れて連動しやすく、借入残高の大きい世帯は返済額の変化を改めて確認するタイミングとなる。円相場への押し上げ効果は「限定的」との見通しが多く、輸入物価の高止まりが家計を圧迫する構図はすぐには変わりにくい。",[15,78496,51],{"id":51},[11,78498,78499],{},"本記事は公開情報をもとにした情報提供を目的としており、投資助言ではありません。金融政策の結果や市場の動向を保証するものではなく、住宅ローン・資産運用に関する判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78501},[78502,78503,78504],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"日銀は6月15〜16日の決定会合で政策金利を0.75%から1.0%に引き上げる方向と報じられている。住宅ローン・円相場・預金金利への波及を家計目線で整理する。",{},"\u002Freading\u002Farticles\u002F2026-06-14-boj-june-rate-hike-preview",{"title":78456,"description":78505},"reading\u002Farticles\u002F2026-06-14-boj-june-rate-hike-preview",[236,73],"TzenVuK3PRsmkCcTwjsJkzcBVagPxnDRQQGp43zTMv0",{"id":78513,"title":78514,"author":6,"body":78515,"category":62,"dataDate":6,"date":78593,"description":78594,"extension":65,"image":6,"meta":78595,"navigation":67,"path":78596,"publishedAt":78597,"seo":78598,"stem":78599,"tags":78600,"type":6,"updated":6,"__hash__":78601},"articles\u002Freading\u002Farticles\u002F2026-06-13-fixed-mortgage-rate-record-high.md","フラット35が3.21%に急上昇｜固定と変動の金利差が過去最大",{"type":8,"value":78516,"toc":78588},[78517,78520,78522,78527,78542,78547,78562,78567,78578,78580,78583,78585],[11,78518,78519],{},"今週の日経平均は、6月3日に68,402円の史上最高値をつけた直後、8日に2,563円安（-3.85%）と2026年2番目の下落幅を記録。12日（金）に1,802円高（+2.81%）で週を終えるという荒れた一週間でした。株価の乱高下が続くなか、住宅ローンを持つ家庭にはもう一つ動きがあります。固定金利がすでに動き始めています。",[15,78521,17],{"id":17},[11,78523,78524],{},[33,78525,78526],{},"フラット35が前月比+0.50%の年3.21%に",[11,78528,78529,78530,78537,78538,42],{},"住宅金融支援機構のフラット35（最も代表的な固定金利型住宅ローン）は、2026年6月に",[33,78531,78532,78533,78536],{},"年3.210%",[33,78534,78535],{},"に改定されました。5月（年2.710%）から","+0.50%の上昇","で、モゲチェックの分析では「固定金利はほぼすべての銀行で過去最大級の上昇」と指摘されています（",[22,78539,78541],{"href":438,"rel":78540},[26],"モゲチェック「住宅ローン金利2026年6月の最新動向」",[11,78543,78544],{},[33,78545,78546],{},"変動金利との差が過去最大に",[11,78548,78549,78550,78553,78554,78557,78558,42],{},"一方、変動金利（ネット系銀行平均）は現時点で",[33,78551,78552],{},"年1.110%","前後。固定と変動の金利差は",[33,78555,78556],{},"年2.13%","にまで広がり、同社によれば「変動と固定の過去最大級の金利差を更新」しています（",[22,78559,78561],{"href":438,"rel":78560},[26],"モゲチェック・同記事",[11,78563,78564],{},[33,78565,78566],{},"来週（6\u002F15〜16）の日銀会合で変動金利も動く可能性",[11,78568,78569,78570,78573,78574,78577],{},"日銀は来週の決定会合（6月15〜16日）で、政策金利を現行の0.75%から",[33,78571,78572],{},"1.0%に引き上げる","方向と報じられています（",[22,78575,315],{"href":76273,"rel":78576},[26],"）。変動金利は政策金利に連動するため、多くの銀行が10月に基準金利を改定するスケジュールになる見込みです（既存借入者への返済額反映は翌年1月から）。",[15,78579,45],{"id":45},[11,78581,78582],{},"固定金利はすでに長期金利の上昇を先取りして動いている。変動金利はまだ動いていないが、来週の利上げが決まれば秋以降の改定で追いかけてくる流れになりやすい。今の「固定2.13%高い」という差が縮まっていくかどうかは、日銀が今後どのペースで追加利上げを続けるかにかかっている。",[15,78584,51],{"id":51},[11,78586,78587],{},"本記事は情報提供を目的としたもので、投資助言ではありません。住宅ローン金利は商品・銀行・時期によって異なります。最終判断は各金融機関の公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78589},[78590,78591,78592],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"2026-06-13","2026年6月のフラット35の金利が前月比+0.50%の年3.210%に達し、制度開始以来の水準に迫っています。変動金利との差が過去最大となるなか、来週の日銀利上げが変動金利にも波及するスケジュールを整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-13-fixed-mortgage-rate-record-high","2026-06-13T11:09:24+00:00",{"title":78514,"description":78594},"reading\u002Farticles\u002F2026-06-13-fixed-mortgage-rate-record-high",[236,53565],"rMkKoimm6Nc5oF0yWI2ioP1pteL7kMtWVNjkCmGXoeU",{"id":78603,"title":78604,"author":6,"body":78605,"category":62,"dataDate":6,"date":78593,"description":78728,"extension":65,"image":6,"meta":78729,"navigation":67,"path":78730,"publishedAt":78731,"seo":78732,"stem":78733,"tags":78734,"type":6,"updated":6,"__hash__":78735},"articles\u002Freading\u002Farticles\u002F2026-06-13-june-price-hikes.md","6月の食品値上げ559〜906品目、電気の再エネ賦課金も過去最高に",{"type":8,"value":78606,"toc":78723},[78607,78610,78612,78617,78632,78644,78670,78675,78689,78694,78709,78711,78718,78720],[11,78608,78609],{},"2026年6月は、食品・電気・ガソリンの3つのコストが同時に動いています。それぞれ要因は異なりますが、重なることで家計全体の支出感が変わる局面になっています。",[15,78611,17],{"id":17},[11,78613,78614],{},[33,78615,78616],{},"食品（559〜906品目）",[11,78618,78619,78620,78625,78626,78631],{},"帝国データバンクが食品主要195社を対象に集計したところ、6月の値上げは",[22,78621,78624],{"href":78622,"rel":78623},"https:\u002F\u002Fwww.pricey.jp\u002Fweb\u002Farticles\u002F4451",[26],"559品目","。別の調査では",[22,78627,78630],{"href":78628,"rel":78629},"https:\u002F\u002Ftopics.smt.docomo.ne.jp\u002Farticle\u002Ffinancialfield\u002Flife\u002Ffinancialfield-501851",[26],"906品目","とされており、調査対象の範囲によって幅がある。いずれも5月（約70品目）から大きく増えた月になっている。",[11,78633,78634,78635,1793,78639,78643],{},"主な対象品目と値上げ率（いずれも",[22,78636,78638],{"href":78622,"rel":78637},[26],"pricey.jp",[22,78640,78642],{"href":78628,"rel":78641},[26],"dメニューニュース","より）:",[443,78645,78646,78652,78658,78664],{},[446,78647,78648,78651],{},[33,78649,78650],{},"ポテトチップス・Jagabee（カルビー）","：5〜30%（6月1日納品分〜）",[446,78653,78654,78657],{},[33,78655,78656],{},"即席麺・チャルメラなど（明星食品、約80品目）","：6〜10%（6月1日出荷分〜）",[446,78659,78660,78663],{},[33,78661,78662],{},"食用油・家庭用（日清オイリオ）","：11〜15%（6月1日納入分〜）",[446,78665,78666,78669],{},[33,78667,78668],{},"納豆","：6〜20%",[11,78671,78672],{},[33,78673,78674],{},"電気代：再エネ賦課金が制度開始以来の最高水準",[11,78676,78677,78678,78681,78682,78685,78686,42],{},"6月から「再エネ賦課金」が",[33,78679,78680],{},"4.18円\u002FkWh","に改定された。2012年の制度開始以来の最高水準で、前年比+0.20円\u002FkWh。月260kWhを使う標準的な家庭では",[33,78683,78684],{},"年間で約624円の負担増","になる計算（",[22,78687,78638],{"href":78622,"rel":78688},[26],[11,78690,78691],{},[33,78692,78693],{},"ガソリン：補助金は継続も縮小方向",[11,78695,78696,78697,78700,78701,78704,78705,78708],{},"6月4日以降のガソリン補助単価は",[33,78698,78699],{},"33.3円\u002FL","（前週比で約3.9円引き下げ）。店頭価格はレギュラーで",[33,78702,78703],{},"169円台前後","が続いている（",[22,78706,78373],{"href":3767,"rel":78707},[26],"）。補助金は段階的な縮小が検討されており、縮小が進むと店頭価格はその分上昇する方向になる。",[15,78710,45],{"id":45},[11,78712,78713,78714,78717],{},"食品・電気・ガソリンはそれぞれ原材料高・エネルギー政策・中東情勢と要因が異なるため、一方が落ち着いても他が高止まりしやすい構図になっている。来週6月15〜16日の日銀金融政策決定会合では追加利上げの観測が高まっており（",[22,78715,315],{"href":71227,"rel":78716},[26],"）、物価と金利が同時に上昇する局面として意識しておく価値がある。",[15,78719,51],{"id":51},[11,78721,78722],{},"本記事は情報提供を目的としたもので、投資助言ではありません。価格は地域・販売店・時期によって異なります。最終判断は各社公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78724},[78725,78726,78727],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"帝国データバンクなどの調査によると2026年6月の食品値上げは559〜906品目規模。電気の再エネ賦課金は制度開始以来の過去最高を更新し、ガソリン補助金も縮小方向と、家計の複数ポイントで物価上昇が重なっています。",{},"\u002Freading\u002Farticles\u002F2026-06-13-june-price-hikes","2026-06-13T08:14:52+00:00",{"title":78604,"description":78728},"reading\u002Farticles\u002F2026-06-13-june-price-hikes",[236,629],"AROdj2OYWIREcFK5qtzDN6jm4FlBchFfqZBrdev25HY",{"id":78737,"title":78738,"author":6,"body":78739,"category":62,"dataDate":6,"date":78593,"description":78812,"extension":65,"image":6,"meta":78813,"navigation":67,"path":78814,"publishedAt":78815,"seo":78816,"stem":78817,"tags":78818,"type":6,"updated":6,"__hash__":78819},"articles\u002Freading\u002Farticles\u002F2026-06-13-usdjpy-weak-yen.md","ドル円157円台の円安継続｜「160円ライン」と輸入物価への波及",{"type":8,"value":78740,"toc":78807},[78741,78744,78746,78771,78774,78782,78802,78804],[11,78742,78743],{},"ドル円相場は157円台で推移し、円安基調が続いています。来週は日銀（15〜16日）とFOMC（16〜17日）が相次ぎ、為替が動きやすい一週間です。これまでの介入の経緯と、円安が家計に効く道筋を整理します。",[15,78745,17],{"id":17},[443,78747,78748,78760],{},[446,78749,78750,78751,78754,78755,42],{},"政府・日銀は4月30日〜5月6日にかけて、過去最大級とされる ",[33,78752,78753],{},"約11.7兆円規模の円買い介入","を実施したとみられ、ドル円は一時155円台まで下落。その後はじりじりと値を戻している（",[22,78756,78759],{"href":78757,"rel":78758},"https:\u002F\u002Fwww.nri.com\u002Fjp\u002Fmedia\u002Fcolumn\u002Fkiuchi\u002F20260507.html",[26],"NRI 木内登英氏コラム",[446,78761,78762,78763,78766,78767,42],{},"市場では ",[33,78764,78765],{},"「160円」が強く意識される防衛ライン","とされ、再び160円に接近すれば追加介入の可能性が指摘される。6月の予想レンジは157〜161円台とする見方もある（",[22,78768,849],{"href":78769,"rel":78770},"https:\u002F\u002Fwww.gaitame.com\u002Fmedia\u002Fentry\u002F2026\u002F06\u002F01\u002F201221",[26],[15,78772,78773],{"id":78773},"円安は家計のどこに効くか",[11,78775,78776,78777,78781],{},"円安は、輸入価格を経由して物価高として家計に届く。前述のCPI高止まり（",[22,78778,78780],{"href":78779},"\u002Freading\u002Farticles\u002F2026-06-13-us-cpi-may","関連記事","）とも地続きの論点だ。",[443,78783,78784,78790,78796],{},[446,78785,78786,78789],{},[33,78787,78788],{},"輸入コスト","：エネルギー・食料の多くを輸入に頼るため、円安は燃料費・食品の値上げ圧力になりやすい。中東情勢による原油高と重なると、押し上げが効きやすい。",[446,78791,78792,78795],{},[33,78793,78794],{},"金融政策との関係","：日銀の利上げは理屈の上では円高方向だが、米国の利下げが後ずれすれば日米金利差は開いたままになり、円安が続きやすい。来週の「日銀＋FOMC」の組み合わせで方向感が出やすい。",[446,78797,78798,78801],{},[33,78799,78800],{},"介入の限界","：介入は急激な変動をならす効果はあっても、トレンドそのものを反転させる力は限定的とされる。原油・金利差という根っこが落ち着くかが本質的な分かれ目になる。",[15,78803,51],{"id":51},[11,78805,78806],{},"本記事は情報提供を目的としたもので、投資助言ではありません。為替・制度は変動します。最終判断は各社公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78808},[78809,78810,78811],{"id":17,"depth":57,"text":17},{"id":78773,"depth":57,"text":78773},{"id":51,"depth":57,"text":51},"ドル円は157円台で推移し、円安が続いています。政府・日銀の介入実績と「160円」防衛ライン、そして円安が輸入物価・家計に効く経路を整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-13-usdjpy-weak-yen","2026-06-13T15:33:46+09:00",{"title":78738,"description":78812},"reading\u002Farticles\u002F2026-06-13-usdjpy-weak-yen",[236,629],"O4bjNO98xpZEMOtjceCWFs5K2ShfTRVGI0xUWbyiLBU",{"id":78821,"title":78822,"author":6,"body":78823,"category":62,"dataDate":6,"date":78593,"description":78894,"extension":65,"image":6,"meta":78895,"navigation":67,"path":78779,"publishedAt":78815,"seo":78896,"stem":78897,"tags":78898,"type":6,"updated":6,"__hash__":78899},"articles\u002Freading\u002Farticles\u002F2026-06-13-us-cpi-may.md","米CPI3年ぶり4.2%、利下げ観測が後退｜来週FOMCの読みどころ",{"type":8,"value":78824,"toc":78889},[78825,78828,78830,78858,78860,78863,78884,78886],[11,78826,78827],{},"米労働省が発表した5月の消費者物価指数（CPI）は、前年同月比で4.2%上昇しました。ウクライナ戦争による原油高が残っていた2023年4月以来、約3年ぶりの伸びです。ただし内訳を見ると一枚岩ではありません。来週のFOMC（6月16〜17日）に向けて、何が論点かを整理します。",[15,78829,17],{"id":17},[443,78831,78832,78847],{},[446,78833,78834,78835,78838,78839,9403,78843,42],{},"5月CPIは前年比 ",[33,78836,78837],{},"+4.2%","（4月+3.8%から加速、約3年ぶり高水準）。中東情勢を背景としたエネルギー高が配送料や航空運賃に波及したと報じられた（",[22,78840,315],{"href":78841,"rel":78842},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOGN09C300Z00C26A6000000\u002F",[26],[22,78844,2246],{"href":78845,"rel":78846},"https:\u002F\u002Fwww.bloomberg.com\u002Fjp\u002Fnews\u002Farticles\u002F2026-06-10\u002FTGF1I8KK3NYB00",[26],[446,78848,78849,78850,78853,78854,42],{},"一方、変動の大きい食品・エネルギーを除く ",[33,78851,78852],{},"コアの前月比は+0.2%","（4月+0.4%から予想以上に鈍化）。総合の前月比も+0.5%と4月の+0.6%から鈍った（",[22,78855,1686],{"href":78856,"rel":78857},"https:\u002F\u002Fwww.zaikei.co.jp\u002Farticle\u002F20260611\u002F856542.html",[26],[15,78859,45],{"id":45},[11,78861,78862],{},"ヘッドライン（総合）の高さは主にエネルギー由来で、コアの基調はむしろ落ち着きつつある、という二面性がポイントになる。",[443,78864,78865,78875,78881],{},[446,78866,78867,78870,78871,42],{},[33,78868,78869],{},"「ピーク説」と「再燃説」が同居","：前年比4.2%という数字はインフレ再燃を警戒させる一方、前月比の鈍化は「伸びの勢いは峠を越えた」とも読める。市場の利下げ観測は後ずれした（",[22,78872,315],{"href":78873,"rel":78874},"https:\u002F\u002Fwww.nikkei.com\u002Farticle\u002FDGXZQOFL10CVI0Q6A610C2000000\u002F",[26],[446,78876,78877,78880],{},[33,78878,78879],{},"効きそうなテーマ","：エネルギー価格に左右されやすい局面では、原油・ガソリン関連や資源株がインフレ指標に反応しやすい。逆に金利据え置きが長引けば、金利上昇に弱い高PER・ハイテク成長株には逆風になりやすい。",[446,78882,78883],{},"来週のFOMCでは「利下げ開始をいつに置くか」という見通し（ドット）が最大の焦点。指標一つでは方向は決まらず、当面はエネルギーとコアのどちらを重く見るかの綱引きが続く。",[15,78885,51],{"id":51},[11,78887,78888],{},"本記事は情報提供を目的としたもので、投資助言ではありません。個別銘柄の売買を推奨するものではありません。最終判断は各社公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78890},[78891,78892,78893],{"id":17,"depth":57,"text":17},{"id":45,"depth":57,"text":45},{"id":51,"depth":57,"text":51},"米5月の消費者物価指数が前年比4.2%と約3年ぶりの高水準に。一方コアの前月比は鈍化。インフレ再燃と「利下げ後ずれ」の綱引きを、来週のFOMCに向けて整理します。",{},{"title":78822,"description":78894},"reading\u002Farticles\u002F2026-06-13-us-cpi-may",[164,236],"XHICsJLzWm2f236TTq7gyFoQUem-GUTlZMuCnhyiG34",{"id":78901,"title":78902,"author":6,"body":78903,"category":62,"dataDate":6,"date":78593,"description":78966,"extension":65,"image":6,"meta":78967,"navigation":67,"path":78968,"publishedAt":78815,"seo":78969,"stem":78970,"tags":78971,"type":6,"updated":6,"__hash__":78972},"articles\u002Freading\u002Farticles\u002F2026-06-13-boj-rate-hike-watch.md","来週の日銀会合、利上げ予想9割｜住宅ローン・預金にどう効くか",{"type":8,"value":78904,"toc":78961},[78905,78908,78910,78928,78931,78934,78953,78956,78958],[11,78906,78907],{},"来週の6月15〜16日に開かれる日銀の金融政策決定会合で、追加利上げを予想する見方が9割近くに達しています。物価高と円安が続くなか、利上げは私たちの家計のどこに、どう効いてくるのか。会合を前に論点を整理します。",[15,78909,17],{"id":17},[443,78911,78912,78922],{},[446,78913,78914,78915,78918,78919,42],{},"民間エコノミー調査では、回答した28人のうち ",[33,78916,78917],{},"26人（93%）が6月会合での利上げを予想","。年内の再利上げを見込む回答も多かった（",[22,78920,315],{"href":71227,"rel":78921},[26],[446,78923,78924,78925,42],{},"背景には、物価高と円安の長期化がある。日銀は物価・円安リスクへの警戒を強めている（",[22,78926,315],{"href":78469,"rel":78927},[26],[15,78929,78930],{"id":78930},"利上げは家計のどこに効くか",[11,78932,78933],{},"政策金利の引き上げは、短期金利を起点に少しずつ家計へ波及する。効き方は項目によって速さも向きも違う。",[443,78935,78936,78942,78948],{},[446,78937,78938,78941],{},[33,78939,78940],{},"住宅ローン（変動金利）","：短期金利に連動するため、変動型を借りている人は返済額がじわりと増える方向。多くは見直しに時間差があり、すぐ全額が跳ねるわけではないが、金利上昇局面では負担増の側に働く。",[446,78943,78944,78947],{},[33,78945,78946],{},"預金","：定期預金などの金利が上がりやすくなる。これまで「預けても増えない」状態が長かったぶん、利上げは預金者にはプラスの側面。",[446,78949,78950,78952],{},[33,78951,6670],{},"：利上げは理屈の上では円高方向に働きやすいが、為替は日米の金利差や中東情勢など複数要因で動く。利上げ＝即円高とは限らない（次の記事で詳述）。",[11,78954,78955],{},"利上げそのものより、「次の一手をいつ打つか」という日銀のメッセージのほうが、相場や住宅ローン金利の先行きを左右する。会合後の発信内容にも注目したい。",[15,78957,51],{"id":51},[11,78959,78960],{},"本記事は情報提供を目的としたもので、投資助言ではありません。制度・金利は変更される場合があります。最終判断は各社公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":78962},[78963,78964,78965],{"id":17,"depth":57,"text":17},{"id":78930,"depth":57,"text":78930},{"id":51,"depth":57,"text":51},"6月15〜16日の日銀会合で追加利上げの観測が9割に達しています。利上げが住宅ローン・定期預金・円相場のそれぞれにどう波及するのか、家計の目線で整理します。",{},"\u002Freading\u002Farticles\u002F2026-06-13-boj-rate-hike-watch",{"title":78902,"description":78966},"reading\u002Farticles\u002F2026-06-13-boj-rate-hike-watch",[236,53565],"iYlwTu3c9zfpzweO0ZddEUjrri0JmVSduVetVf2haKI",{"id":78974,"title":78975,"author":6,"body":78976,"category":52066,"dataDate":78593,"date":78593,"description":79455,"extension":65,"image":6,"meta":79456,"navigation":67,"path":79457,"publishedAt":79458,"seo":79459,"stem":79460,"tags":79461,"type":52077,"updated":6,"__hash__":79462},"articles\u002Freading\u002Farticles\u002Fspacex-700cho-review.md","「SpaceXは700兆円企業へ!?」中島聡氏の解説を整理──\"普通なら買うな\"の真意と宇宙AIデータセンター",{"type":8,"value":78977,"toc":79444},[78978,78989,79007,79009,79020,79024,79027,79118,79122,79125,79192,79197,79200,79222,79227,79229,79308,79312,79342,79353,79375,79377,79403,79405,79419,79424,79426,79439],[11,78979,78980,78981,78984,78985,78988],{},"SpaceXがナスダックに上場した2026年6月12日、不動産投資メディア「楽待」が、元マイクロソフトのエンジニアで投資家の中島聡氏を招いた解説動画を公開しました。タイトルは「スペースXは700兆円企業へ!? それでも投資してはいけない理由」。本記事では、約45分のインタビューで中島氏が",[33,78982,78983],{},"実際に語った内容","を論点ごとに整理します。結論から言えば、これは「買うな」と切り捨てる動画ではなく、",[33,78986,78987],{},"「普通の物差しでは割高で、ふつうなら買えない。それでも自分は\"夢\"に乗る」","という、強気と警告が同居した内容でした。",[50961,78990,78991,79001],{},[11,78992,78993,78996,78997,79000],{},[33,78994,78995],{},"動画の要点："," 中島氏は「上場時の$1.75兆という評価額はファンダメンタルズで見れば高い。普通なら投資してはいけない会社」と認めたうえで、",[33,78998,78999],{},"自分は先週マイクロン株を全部売ってSpaceXを買った","と明かす。理由は「火星移住という桁外れのビジョンへの\"応援\"」であり、本人も繰り返し「投資アドバイスとしては適切でない」と留保する。",[11,79002,79003,79006],{},[33,79004,79005],{},"いちばんの論点："," 評価額の物語の核は「宇宙AIデータセンター」。中島氏は3ヶ月前まで懐疑的だったが、第3世代Starlink衛星の電力消費の大きさを知って見方を変えたと語る。ここが視聴者との認識ギャップが最も大きい部分。",[15,79008,50998],{"id":50998},[51000,79010,79017],{"cast":79011,"date":79012,"theme":79013,"thumb":79014,"title":79015,"url":79016},"中島聡氏（元マイクロソフト・Windows95開発／起業家・投資家）","2026年6月12日（SpaceX上場当日）","SpaceX上場の評価／宇宙AIデータセンターと火星移住／マスク帝国の統合／AI企業IPOと半導体","https:\u002F\u002Fimg.youtube.com\u002Fvi\u002FvyKe8SZbS0Q\u002Fhqdefault.jpg","【中島聡】スペースXは700兆円企業へ!? それでも投資してはいけない理由／テスラ買収でイーロン・マスク帝国は完全体へ？／OpenAI、Anthropic上場で「マグニフィセント10」の時代へ","https:\u002F\u002Fwww.youtube.com\u002Fwatch?v=vyKe8SZbS0Q",[11,79018,79019],{},"不動産投資メディア「楽待」が中島聡氏を招いたインタビュー（聞き手：伊藤氏）。割高を認めつつ強気のゲストに、上場の評価から半導体まで一気に聞く構成です。",[15,79021,79023],{"id":79022},"動画の内容チャプター別の要約","動画の内容（チャプター別の要約）",[11,79025,79026],{},"約45分の動画を、概要欄のチャプターに沿って各章の論点を一言ずつで整理します。",[51027,79028,79029,79034,79041,79048,79055,79062,79069,79076,79083,79090,79097,79104,79111],{},[51030,79030,79031],{"title":51032,"ts":51033},[11,79032,79033],{},"SpaceX上場・マスク帝国・AI企業IPOという動画全体のテーマを導入。",[51030,79035,79038],{"title":79036,"ts":79037},"SpaceXは「買い」か？","02:10",[11,79039,79040],{},"上場したSpaceXを投資対象としてどう見るか、評価の出発点を示す。",[51030,79042,79045],{"title":79043,"ts":79044},"イーロン・マスクのポテンシャル","07:39",[11,79046,79047],{},"マスク氏個人の実行力と事業群をどう評価するかを論じる。",[51030,79049,79052],{"title":79050,"ts":79051},"xAI買収の本当の狙い","13:18",[11,79053,79054],{},"xAI買収を取り上げ、その意図と資本面の狙いを掘り下げる。",[51030,79056,79059],{"title":79057,"ts":79058},"宇宙AIデータセンターの実現性","16:58",[11,79060,79061],{},"評価額の物語の核となる「軌道上AIデータセンター」構想の実現性を検討。",[51030,79063,79066],{"title":79064,"ts":79065},"ブルーオリジンとの違い","20:18",[11,79067,79068],{},"競合ブルーオリジンとの比較から、SpaceXの位置づけを整理。",[51030,79070,79073],{"title":79071,"ts":79072},"火星移住は儲かるのか？","23:53",[11,79074,79075],{},"火星移住構想を収益性の観点から論じる。",[51030,79077,79080],{"title":79078,"ts":79079},"SpaceX覇権後の宇宙勢力図","26:55",[11,79081,79082],{},"SpaceX優位が進んだ場合の宇宙ビジネスの勢力図を展望。",[51030,79084,79087],{"title":79085,"ts":79086},"「マスク帝国」完成への布石","30:38",[11,79088,79089],{},"マスク系企業群の統合シナリオと、その布石を読む。",[51030,79091,79094],{"title":79092,"ts":79093},"OpenAI・Anthropicの上場","33:34",[11,79095,79096],{},"年内に控えるAI企業のIPOラッシュを取り上げる。",[51030,79098,79101],{"title":79099,"ts":79100},"AIモデル競争で勝つのは誰か","37:32",[11,79102,79103],{},"主要AI企業のモデル競争の行方を論じる。",[51030,79105,79108],{"title":79106,"ts":79107},"FacebookのIPOからの教訓","41:59",[11,79109,79110],{},"過去のFacebook上場を引き合いに、IPOの教訓を整理。",[51030,79112,79115],{"title":79113,"ts":79114},"IPOラッシュが起こす資金シフト","44:36",[11,79116,79117],{},"IPOラッシュで市場の資金がどう動くかを展望して締めくくる。",[15,79119,79121],{"id":79120},"中島氏の主な主張と編集部の論点整理","中島氏の主な主張と、編集部の論点整理",[11,79123,79124],{},"動画で語られた主要な論点を整理します。",[13939,79126,79127],{},[2752,79128,79129,79139],{},[2755,79130,79131],{},[2758,79132,79133,79136],{},[2761,79134,79135],{},"中島氏の主張",[2761,79137,79138],{},"補足・論点（編集部）",[2768,79140,79141,79153,79161,79172,79184],{},[2758,79142,79143,79146],{},[2773,79144,79145],{},"$1.75兆という評価額はファンダメンタルズでは高い。普通なら投資してはいけない",[2773,79147,79148,79149,79152],{},"本人が割高と認めている前提。",[33,79150,79151],{},"一般投資家への警告","として受け取るのが妥当。",[2758,79154,79155,79158],{},[2773,79156,79157],{},"それでも自分は買う＝火星移住の夢への「応援」。先週マイクロンを全部売って資金を作った",[2773,79159,79160],{},"本人が「投資助言として適切でない」と留保。\"応援\"の投資と、合理的な期待値での投資は分けて考えたい。",[2758,79162,79163,79166],{},[2773,79164,79165],{},"評価額の核は宇宙AIデータセンター（Starlink→AIデータセンター→火星）",[2773,79167,79168,79169,5863],{},"3ヶ月前まで本人も懐疑的だった構想。第3世代Starlinkの電力消費を根拠に「現実的」へ転じたが、",[33,79170,79171],{},"依然として未実証のシナリオ",[2758,79173,79174,79177],{},[2773,79175,79176],{},"マスク氏は強大な議決権を持ち、儲かっても株主還元せず火星に投じる",[2773,79178,79179,79180,79183],{},"見落とされがちな",[33,79181,79182],{},"構造リスク","。配当・自社株買いを期待する投資家には不向き、という本人の警告。",[2758,79185,79186,79189],{},[2773,79187,79188],{},"OpenAI\u002FAnthropicも$1兆超で出るので10倍は難しい",[2773,79190,79191],{},"リターン期待の現実的な目線。IPOラッシュで資金シフトが起き、既存の人気株が一時下がる可能性にも言及。",[11,79193,79194],{},[51023,79195,79196],{},"※本表は動画内の発言の整理であり、株価・評価額など外部データとの照合ではありません（数値はいずれも中島氏の発言ベース）。",[15,79198,79199],{"id":79199},"動画で語られた数字",[51470,79201,79202,79209,79215],{},[51473,79203,79206],{"unit":79204,"value":79205},"兆","$1.75",[11,79207,79208],{},"上場時の評価額（動画内）。「ファンダメンタルズでは高い」",[51473,79210,79212],{"unit":79204,"value":79211},"$4.5",[11,79213,79214],{},"「AIデータセンターの夢が全部うまくいけば」の強気シナリオ（アナリストレポート）",[51473,79216,79219],{"unit":79217,"value":79218},"万人","100",[11,79220,79221],{},"マスク氏が掲げる火星移住の目標人数",[11,79223,79224],{},[51023,79225,79226],{},"※数値はいずれも動画内で言及されたもの。確定値ではありません。",[15,79228,51529],{"id":51528},[13939,79230,79231],{},[2752,79232,79233,79244],{},[2755,79234,79235],{},[2758,79236,79237,79239,79241],{},[2761,79238,51540],{},[2761,79240,30225],{},[2761,79242,79243],{},"動画内の文脈",[2768,79245,79246,79258,79271,79282,79295],{},[2758,79247,79248,79253,79255],{},[2773,79249,79250],{},[51554,79251,79252],{},"SpaceX",[2773,79254,79252],{},[2773,79256,79257],{},"本題。中島氏は先週マイクロン等を売って購入。上場後の下落を期待し、下がれば買い増す戦略",[2758,79259,79260,79265,79268],{},[2773,79261,79262],{},[51554,79263,79264],{},"TSLA",[2773,79266,79267],{},"テスラ",[2773,79269,79270],{},"「SpaceXが吸収する形での統合が現実的」。テラファブ（半導体工場）の共同運営など、別会社ゆえの株主問題を指摘",[2758,79272,79273,79277,79279],{},[2773,79274,79275],{},[51554,79276,74959],{},[2773,79278,52383],{},[2773,79280,79281],{},"学習はほぼ独占、推論はライバル増。Groq買収を「賢い」と高評価",[2758,79283,79284,79289,79292],{},[2773,79285,79286],{},[51554,79287,79288],{},"— 未上場",[2773,79290,79291],{},"OpenAI／Anthropic",[2773,79293,79294],{},"年内IPO観測。中島氏はエンジニア目線でAnthropic（Claude Code）寄り（2:1〜3:1で買う想定）",[2758,79296,79297,79302,79305],{},[2773,79298,79299],{},[51554,79300,79301],{},"CRBS ほか",[2773,79303,79304],{},"Cerebras／Rocket Lab",[2773,79306,79307],{},"Cerebrasは上場済みだが中島氏はIPOで非購入。Rocket LabはAIデータセンター構想を先に打ち出していた、と言及",[15,79309,79311],{"id":79310},"編集部の見解評価する点留保する点","編集部の見解：評価する点・留保する点",[51638,79313,79314,79328],{},[51641,79315,79316,79320],{"tone":51643},[51645,79317,79319],{"id":79318},"評価する点","✓ 評価する点",[443,79321,79322,79325],{},[446,79323,79324],{},"割高だと認めた上で、それでも「夢に賭ける投資だ」と明言した誠実さ。投資助言ではないと繰り返し、視聴者をミスリードしない",[446,79326,79327],{},"マスク氏の議決権ゆえ「株主還元されず火星に投じられる」という、見落とされがちな構造リスクの指摘",[51641,79329,79330,79334],{"tone":51671},[51645,79331,79333],{"id":79332},"留保補足","✗ 留保・補足",[443,79335,79336,79339],{},[446,79337,79338],{},"タイトルは「投資してはいけない理由」だが、ゲスト自身は買っている。タイトルの印象と中身の温度差に注意",[446,79340,79341],{},"宇宙AIデータセンターは本人も3ヶ月で見方を変えた未実証の構想。「現実的」という結論は、まだ仮説の段階",[51704,79343,79344],{},[11,79345,79346,79348,79349,79352],{},[33,79347,51710],{}," この動画の価値は「買え／買うな」の結論ではなく、",[33,79350,79351],{},"割高を認めながら\"夢\"に賭けるという投資判断の生々しいプロセス","を見せたことです。中島氏自身が「投資助言として適切でない」と繰り返すとおり、読者が真似すべきは銘柄選びではありません。引き出すべきは3つの「見方」——①評価額の根拠（ここではAIデータセンターという未実証シナリオ）が何かを分解する、②マスク氏の議決権ゆえ株主還元を期待しにくい点を理解する、③上場直後の高値づかみに注意する（FacebookのIPOは$48→$18→現在$600）。この3点です。",[51734,79354,79355,79365],{},[51737,79356,79357],{"title":51739,"tone":51740},[443,79358,79359,79362],{},[446,79360,79361],{},"SpaceXやAI企業IPOへの投資を検討していて、強気・弱気の両面を一度に聞きたい人",[446,79363,79364],{},"「評価額の物語」を分解する考え方を実例で学びたい人",[51737,79366,79367],{"title":51754,"tone":51755},[443,79368,79369,79372],{},[446,79370,79371],{},"SpaceXの「買い／売り」の結論だけを求める人（本人が結論を出していない）",[446,79373,79374],{},"短期のIPO初値トレード手法を求める人",[15,79376,51774],{"id":51774},[51776,79378,79379,79385,79391,79397],{},[51779,79380,79382],{"q":79381},"中島さんはSpaceXを「買うな」と言っているの？",[11,79383,79384],{},"いいえ。「普通の物差しでは割高で、一般の人が買えないのは当然」としつつ、自分は火星移住のビジョンへの応援として購入したと語っています。「投資助言ではない」と繰り返している点が重要です。",[51779,79386,79388],{"q":79387},"「700兆円（$4.5兆）」はどこから来た数字？",[11,79389,79390],{},"「宇宙AIデータセンターの夢が全部うまくいけば」という前提のアナリストレポートの強気シナリオです。上場時の評価額は動画内で$1.75兆とされており、$4.5兆は確定値ではありません。",[51779,79392,79394],{"q":79393},"宇宙AIデータセンターは実現するの？",[11,79395,79396],{},"中島氏は3ヶ月前まで懐疑的でしたが、第3世代Starlink衛星の電力消費の大きさを根拠に「次のステップとして現実的」へ見方を変えたと語ります。ただし未実証のシナリオである点は変わりません。",[51779,79398,79400],{"q":79399},"テスラとSpaceXは合併するの？",[11,79401,79402],{},"中島氏は「SpaceXがテスラを吸収する形が現実的」と見ています。上場で値段がついたことで合併の障害が下がった、というのが理由です（あくまで観測段階）。",[15,79404,51833],{"id":51832},[51835,79406,79407],{},[10814,79408,79409,79416],{},[446,79410,51841,79411,79415],{},[22,79412,79414],{"href":79016,"rel":79413},[26],"【中島聡】スペースXは700兆円企業へ!? それでも投資してはいけない理由（楽待・YouTube）"," 2026\u002F6\u002F12",[446,79417,79418],{},"本記事の要約・引用は動画の自動字幕（文字起こし）に基づく。数値（評価額$1.75兆、強気シナリオ$4.5兆、FacebookのIPO等）はいずれも動画内での発言。",[11,79420,79421],{},[51023,79422,79423],{},"※ 本記事は動画内容の整理であり、編集部による外部データとの独立検証は行っていません。投資判断は一次情報をご確認ください。",[15,79425,52009],{"id":52009},[52011,79427,79428,79434],{},[52014,79429,79431],{"cat":52023,"desc":79430,"href":51519},"急騰・急落ニュースを冷静に読むための基礎",[11,79432,79433],{},"ストップ安とは？仕組みと初心者が知っておきたい注意点",[52014,79435,79437],{"cat":57044,"desc":79436,"href":51722},"まずは自分の資産の状態を知るところから",[11,79438,51723],{},[50984,79440,79441],{},[11,79442,79443],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動きは予測できません。記載の数値・発言は2026年6月13日時点の動画内容に基づくもので、今後変わる可能性があります。動画の内容に関する権利は制作者に帰属します。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":79445},[79446,79447,79448,79449,79450,79451,79452,79453,79454],{"id":50998,"depth":57,"text":50998},{"id":79022,"depth":57,"text":79023},{"id":79120,"depth":57,"text":79121},{"id":79199,"depth":57,"text":79199},{"id":51528,"depth":57,"text":51529},{"id":79310,"depth":57,"text":79311},{"id":51774,"depth":57,"text":51774},{"id":51832,"depth":57,"text":51833},{"id":52009,"depth":57,"text":52009},"楽待の動画で中島聡氏が語ったSpaceX上場の評価を整理。「普通なら投資してはいけない」の真意、宇宙AIデータセンターと火星移住の成長ストーリー、マスク帝国の統合、AI企業IPOまで初心者向けにまとめます。",{},"\u002Freading\u002Farticles\u002Fspacex-700cho-review","2026-06-13T05:07:55+09:00",{"title":78975,"description":79455},"reading\u002Farticles\u002Fspacex-700cho-review",[164,57075],"X4Vhmd_qy88kGUKZIrPhf0wHTRL_bmZNCZRyV-GhVJM",{"id":79464,"title":79433,"author":6,"body":79465,"category":57326,"dataDate":6,"date":79524,"description":79525,"extension":65,"image":6,"meta":79526,"navigation":67,"path":79527,"publishedAt":79528,"seo":79529,"stem":79530,"tags":79531,"type":6,"updated":6,"__hash__":79533},"articles\u002Freading\u002Farticles\u002Fwhat-is-stop-low.md",{"type":8,"value":79466,"toc":79518},[79467,79474,79477,79485,79488,79491,79502,79504,79513,79515],[11,79468,79469,79470,79473],{},"ニュースで「ストップ安」という言葉を見かけることがあります。これは株価が暴落し続ける状態ではなく、",[33,79471,79472],{},"1日に動ける値幅の制限","にぶつかって、その日はそれ以上下がらなくなった状態を指します。",[15,79475,79476],{"id":79476},"値幅制限という仕組み",[11,79478,79479],{},[79480,79481],"img",{"alt":79482,"src":79483,"title":79484},"値幅制限により1日の下落がストップ安で止まる仕組み","\u002Fassets\u002Farticles\u002Fwhat-is-stop-low\u002Ffigure.svg","1日の下落は値幅制限（ストップ安）で止まる",[11,79486,79487],{},"取引所は、株価が1日に急変動しすぎないよう、前日終値を基準に上下の値幅制限を設けています。下限まで下がった状態が「ストップ安」、上限まで上がった状態が「ストップ高」です。",[15,79489,79490],{"id":79490},"初心者が知っておきたい注意点",[443,79492,79493,79496,79499],{},[446,79494,79495],{},"ストップ安は「その日の下げ止まり」であって、底値とは限らない",[446,79497,79498],{},"翌日以降に続落することもあれば、反発することもある",[446,79500,79501],{},"急騰・急落の話題は煽られやすい。事実（開示・報道）と値動きを分けて見る",[15,79503,76011],{"id":76011},[11,79505,79506,79507,79509,79510,79512],{},"値動きの大きい銘柄を短期で追うのは、初心者にはリスクが高い領域です。まずはインフレに対する自分の資産の状態を ",[22,79508,51723],{"href":51722}," で把握し、長期・分散の土台を作るほうが堅実です。口座選びは ",[22,79511,59815],{"href":59814}," で。",[15,79514,51],{"id":51},[11,79516,79517],{},"本記事は情報提供を目的としたもので、投資助言ではありません。特定銘柄の売買を推奨するものではなく、値動きは予測できません。値幅制限の具体的なルールは取引所の公式情報をご確認ください。最終判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":79519},[79520,79521,79522,79523],{"id":79476,"depth":57,"text":79476},{"id":79490,"depth":57,"text":79490},{"id":76011,"depth":57,"text":76011},{"id":51,"depth":57,"text":51},"2026-06-11","ストップ安・ストップ高の値幅制限の仕組みを、図を使って初心者向けに解説します。急落ニュースを冷静に読み解くための基礎知識です。",{},"\u002Freading\u002Farticles\u002Fwhat-is-stop-low","2026-06-11T11:08:41+09:00",{"title":79433,"description":79525},"reading\u002Farticles\u002Fwhat-is-stop-low",[79532],"stop-low","3AjVQ5Ix-sbcmVdQGOx64W943UBqBUuLNEOerEXa60M",{"id":79535,"title":79536,"author":6,"body":79537,"category":57326,"dataDate":6,"date":79524,"description":79595,"extension":65,"image":6,"meta":79596,"navigation":67,"path":79597,"publishedAt":79528,"seo":79598,"stem":79599,"tags":79600,"type":6,"updated":6,"__hash__":79601},"articles\u002Freading\u002Farticles\u002Fearnings-and-stock-price.md","決算発表で株価が動く仕組み｜初心者向けにやさしく解説",{"type":8,"value":79538,"toc":79589},[79539,79546,79550,79557,79560,79563,79574,79576,79585,79587],[11,79540,79541,79542,79545],{},"「決算が良かったのに株価が下がった」。投資を始めると、よく見かける場面です。決算で株価が動くのは、業績の数字そのものよりも「",[33,79543,79544],{},"事前の市場予想と比べてどうだったか","」が大きく影響するためです。",[15,79547,79549],{"id":79548},"数字よりも予想との差で動く","数字よりも「予想との差」で動く",[11,79551,79552],{},[79480,79553],{"alt":79554,"src":79555,"title":79556},"決算が市場予想を上回るか下回るかで株価が動く仕組み","\u002Fassets\u002Farticles\u002Fearnings-and-stock-price\u002Ffigure.svg","決算は『市場予想との差』で株価が動く",[11,79558,79559],{},"投資家は決算前から「これくらいの売上・利益だろう」と予想しています。発表された実績がその予想を上回れば株価は上がりやすく、下回れば下がりやすくなります。つまり、好決算でも「予想ほどではなかった」と判断されれば下がることがあります。",[15,79561,79562],{"id":79562},"初心者が押さえる3つのポイント",[443,79564,79565,79568,79571],{},[446,79566,79567],{},"決算の「良し悪し」は、市場予想との比較で評価される",[446,79569,79570],{},"短期の値動きは予想とのズレで大きくなりやすい",[446,79572,79573],{},"一度の決算より、複数期の傾向を見るほうが落ち着いて判断できる",[15,79575,76011],{"id":76011},[11,79577,79578,79579,79581,79582,79584],{},"個別の決算に一喜一憂するより、長期・分散でインフレに負けにくい形を作るほうが、初心者には現実的です。自分の資産がインフレにどれくらい耐えられるかは ",[22,79580,51723],{"href":51722}," で概算できます。証券口座を比べたいときは ",[22,79583,59815],{"href":59814}," へ。",[15,79586,51],{"id":51},[11,79588,54],{},{"title":56,"searchDepth":57,"depth":57,"links":79590},[79591,79592,79593,79594],{"id":79548,"depth":57,"text":79549},{"id":79562,"depth":57,"text":79562},{"id":76011,"depth":57,"text":76011},{"id":51,"depth":57,"text":51},"決算が良いと株価が上がる、とは限りません。株価が「市場予想との差」で動く仕組みを、投資初心者向けに図でやさしく整理します。",{},"\u002Freading\u002Farticles\u002Fearnings-and-stock-price",{"title":79536,"description":79595},"reading\u002Farticles\u002Fearnings-and-stock-price",[28599,28600],"pv3lum7TRBku7wX2qbw9TTVL5_zRXx5qhICDzq-bjmk",{"id":79603,"title":79604,"author":6,"body":79605,"category":57326,"dataDate":6,"date":79648,"description":79649,"extension":65,"image":6,"meta":79650,"navigation":67,"path":79651,"publishedAt":79652,"seo":79653,"stem":79654,"tags":79655,"type":6,"updated":6,"__hash__":79657},"articles\u002Freading\u002Farticles\u002Fus-stocks-broker-choice.md","米国株はどの証券会社で？初心者が見る比較ポイント",{"type":8,"value":79606,"toc":79642},[79607,79610,79613,79616,79620,79628,79632,79637,79639],[11,79608,79609],{},"米国株を始めたいとき、証券会社によって取扱銘柄や手数料、使い勝手が変わります。株価の手数料だけでなく「総コスト」と「使いやすさ」で見るのがポイントです。",[15,79611,79612],{"id":79612},"為替コストを見落とさない",[11,79614,79615],{},"米国株は円をドルに替えて買うため、株式の手数料に加えて為替手数料がかかります。ここを見落とすと、実際のコスト感がずれてしまいます。",[15,79617,79619],{"id":79618},"取扱銘柄と情報ツール","取扱銘柄と情報・ツール",[11,79621,79622,79623,79627],{},"取扱銘柄数や、銘柄選びに使う投資情報・分析ツールの充実度も使い勝手を左右します。比較の観点は ",[22,79624,79626],{"href":79625},"\u002Fbroker\u002Fus-stocks\u002F","米国株向けの証券会社比較"," で整理しています。",[15,79629,79631],{"id":79630},"nisaでの取扱を確認","NISAでの取扱を確認",[11,79633,79634,79635,79584],{},"NISA口座での米国株・ETFの取扱や手数料の考え方も確認しておきましょう。口座開設の比較は ",[22,79636,57313],{"href":56946},[15,79638,51],{"id":51},[11,79640,79641],{},"本記事は情報提供を目的としたもので、投資助言ではありません。米国株や外貨建て資産には為替変動リスクがあります。手数料や取扱は変更される場合があるため、最終判断は公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":79643},[79644,79645,79646,79647],{"id":79612,"depth":57,"text":79612},{"id":79618,"depth":57,"text":79619},{"id":79630,"depth":57,"text":79631},{"id":51,"depth":57,"text":51},"2026-06-10","米国株に関心がある初心者向けに、証券会社を選ぶときの比較ポイント（取扱銘柄・為替コスト・NISAでの取扱・情報ツール）を整理します。",{},"\u002Freading\u002Farticles\u002Fus-stocks-broker-choice","2026-06-10T20:59:48+09:00",{"title":79604,"description":79649},"reading\u002Farticles\u002Fus-stocks-broker-choice",[164,79656],"fee","1VTvvmkUF22ZBzdUSC3UeNpLyl3mq1miM4KKzA5Akv8",{"id":79659,"title":79660,"author":6,"body":79661,"category":57326,"dataDate":6,"date":79648,"description":79706,"extension":65,"image":6,"meta":79707,"navigation":67,"path":79708,"publishedAt":79652,"seo":79709,"stem":79710,"tags":79711,"type":6,"updated":6,"__hash__":79712},"articles\u002Freading\u002Farticles\u002Fnew-nisa-getting-started.md","新NISAの始め方｜初心者が最初に決める3つのこと",{"type":8,"value":79662,"toc":79700},[79663,79666,79670,79673,79677,79682,79686,79695,79697],[11,79664,79665],{},"新NISAは、運用で得た利益が非課税になる制度です。「何から始めればいいか分からない」という人ほど、最初に大枠を3つだけ決めると動き出しやすくなります。",[15,79667,79669],{"id":79668},"_1-何のために使うかを決める","1. 何のために使うかを決める",[11,79671,79672],{},"老後資金、教育資金、当面使わない余剰資金の置き場所など、目的によって期間やリスクの取り方が変わります。まずは「いつ・何のために」を言葉にしておきましょう。",[15,79674,79676],{"id":79675},"_2-毎月いくら積み立てるかを決める","2. 毎月いくら積み立てるかを決める",[11,79678,79679,79680,76017],{},"無理のない金額から始めるのが、続けるコツです。インフレで現金の実質価値がどう変わるかは ",[22,79681,51723],{"href":51722},[15,79683,79685],{"id":79684},"_3-どの証券会社で始めるかを決める","3. どの証券会社で始めるかを決める",[11,79687,79688,79689,79692,79693,79627],{},"NISA口座は原則1人1金融機関です。投資信託中心か、ポイント連携か、米国株も見たいかで選び方が変わります。初心者の証券会社選びは ",[22,79690,79691],{"href":56939},"NISA初心者の証券会社選び","、口座開設の比較は ",[22,79694,57313],{"href":56946},[15,79696,51],{"id":51},[11,79698,79699],{},"本記事は情報提供を目的としたもので、投資助言ではありません。NISAの制度内容・手数料・ポイント条件は変更される場合があります。最終判断は各社公式情報を確認のうえ、ご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":79701},[79702,79703,79704,79705],{"id":79668,"depth":57,"text":79669},{"id":79675,"depth":57,"text":79676},{"id":79684,"depth":57,"text":79685},{"id":51,"depth":57,"text":51},"新NISAをこれから始める初心者向けに、口座開設の前に決めておきたい3つのこと（目的・毎月の積立額・証券会社）を整理します。",{},"\u002Freading\u002Farticles\u002Fnew-nisa-getting-started",{"title":79660,"description":79706},"reading\u002Farticles\u002Fnew-nisa-getting-started",[74],"ThFMgqx1Mi-E9J1B_pE_5_Zdu63V7SmbZG1Z0YM7-NA",{"id":79714,"title":79715,"author":6,"body":79716,"category":57326,"dataDate":6,"date":79648,"description":79757,"extension":65,"image":6,"meta":79758,"navigation":67,"path":79759,"publishedAt":79652,"seo":79760,"stem":79761,"tags":79762,"type":6,"updated":6,"__hash__":79764},"articles\u002Freading\u002Farticles\u002Fcredit-card-tsumitate-points.md","クレカ積立のポイント、比較する前に押さえる基本",{"type":8,"value":79717,"toc":79751},[79718,79721,79724,79727,79730,79733,79736,79746,79748],[11,79719,79720],{},"クレカ積立は、毎月の投信積立をクレジットカードで決済し、ポイントが貯まる仕組みです。「還元率が高い証券会社はどこ？」と探す前に、基本を押さえておくと選びやすくなります。",[15,79722,79723],{"id":79723},"還元率は変わる前提で見る",[11,79725,79726],{},"クレカ積立の還元率や対象カードは、各社の競争で頻繁に改定されます。「今の数字」だけで決めず、改定があっても続けやすいかという視点で見ます。",[15,79728,79729],{"id":79729},"ポイントを使い切れるかが大事",[11,79731,79732],{},"貯まったポイントを普段の生活で使えるかどうかで、実質的なお得さは変わります。自分が使う経済圏との相性で選ぶのがおすすめです。",[15,79734,79735],{"id":79735},"上限と対象カードを確認",[11,79737,79738,79739,79743,79744,79584],{},"クレカ積立には月額の上限があり、対象カードやランクで条件が変わります。詳しい観点は ",[22,79740,79742],{"href":79741},"\u002Fbroker\u002Fcredit-card-tsumitate\u002F","クレカ積立を比較"," で整理しています。口座開設の比較は ",[22,79745,57313],{"href":56946},[15,79747,51],{"id":51},[11,79749,79750],{},"本記事は情報提供を目的としたもので、投資助言ではありません。還元率・対象カード・上限などの条件は変更される場合があります。最新情報は各社公式サイトで確認してください。",{"title":56,"searchDepth":57,"depth":57,"links":79752},[79753,79754,79755,79756],{"id":79723,"depth":57,"text":79723},{"id":79729,"depth":57,"text":79729},{"id":79735,"depth":57,"text":79735},{"id":51,"depth":57,"text":51},"クレカ積立で証券会社を選ぶ前に、初心者が押さえておきたいポイント還元の基本と注意点（還元率の改定リスクなど）を整理します。",{},"\u002Freading\u002Farticles\u002Fcredit-card-tsumitate-points",{"title":79715,"description":79757},"reading\u002Farticles\u002Fcredit-card-tsumitate-points",[79763,74],"credit-card-tsumitate","X9KXCEpR8sdFlv4Y1UFbgrI3B0P9cUGY6DwZKZUis5A",{"id":79766,"title":77328,"author":6,"body":79767,"category":57326,"dataDate":6,"date":79822,"description":79823,"extension":65,"image":6,"meta":79824,"navigation":67,"path":79825,"publishedAt":79826,"seo":79827,"stem":79828,"tags":79829,"type":6,"updated":6,"__hash__":79831},"articles\u002Freading\u002Farticles\u002Freading-inflation-theory.md",{"type":8,"value":79768,"toc":79817},[79769,79772,79775,79798,79801,79812,79814],[11,79770,79771],{},"物価や相場をめぐる著名な論者の主張は、しばしば強い言葉で語られます。\n本サイトでは、こうした主張を推奨としてそのまま受け取るのではなく、判断材料として整理する方針です。",[15,79773,79774],{"id":79774},"読むときのステップ",[10814,79776,79777,79780,79783,79786,79789],{},[446,79778,79779],{},"主張の要点を要約する",[446,79781,79782],{},"賛否の論点を並べる",[446,79784,79785],{},"公的統計など実際のデータと照らす",[446,79787,79788],{},"自分の家計にとっての意味を考える",[446,79790,79791,79792,79794,79795,79797],{},"必要なら ",[22,79793,57044],{"href":51722}," や ",[22,79796,59815],{"href":59814}," で具体化する",[15,79799,79800],{"id":79800},"方針",[443,79802,79803,79806,79809],{},[446,79804,79805],{},"特定の人物・企業の推奨や提携を意味するものではありません",[446,79807,79808],{},"長い引用・画像・動画の転載は行いません",[446,79810,79811],{},"あくまで情報提供と判断材料の整理を目的とします",[15,79813,51],{"id":51},[11,79815,79816],{},"本記事は投資助言ではありません。最終的な判断はご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":79818},[79819,79820,79821],{"id":79774,"depth":57,"text":79774},{"id":79800,"depth":57,"text":79800},{"id":51,"depth":57,"text":51},"2026-06-04","著名論者のインフレ・相場に関する主張を、推奨ではなくデータ検証の観点から読み解く視点を整理します。",{},"\u002Freading\u002Farticles\u002Freading-inflation-theory","2026-06-10T04:07:42+00:00",{"title":77328,"description":79823},"reading\u002Farticles\u002Freading-inflation-theory",[236,79830,52066],"asakura-kei","UZ74GZCHRMR6_JcYQ0TcLwhcVcL8-8ISxXMkjMwKb38",{"id":79833,"title":52044,"author":6,"body":79834,"category":57326,"dataDate":6,"date":79822,"description":79867,"extension":65,"image":6,"meta":79868,"navigation":67,"path":79869,"publishedAt":79826,"seo":79870,"stem":79871,"tags":79872,"type":6,"updated":6,"__hash__":79873},"articles\u002Freading\u002Farticles\u002Finflation-and-cash-risk.md",{"type":8,"value":79835,"toc":79863},[79836,79839,79842,79853,79858,79860],[11,79837,79838],{},"物価が上がると、預金の額面が変わらなくても「同じ金額で買える量」は少しずつ減っていきます。\nニュースで「インフレ」「円安」「金利」という言葉を見かける機会が増えた今、現金比率の高い家計ほど、実質価値の目減りを意識しておく価値があります。",[15,79840,79841],{"id":79841},"押さえておきたいポイント",[443,79843,79844,79847,79850],{},[446,79845,79846],{},"預金の数字は減らなくても、物価上昇分だけ実質的な購買力は下がる",[446,79848,79849],{},"インフレ率と期間によって、将来の実質価値は大きく変わる",[446,79851,79852],{},"NISA などの制度を使う前に、まずは自分の現金比率を把握する",[11,79854,79855,79856,76017],{},"実際の数字は ",[22,79857,51723],{"href":51722},[15,79859,51],{"id":51},[11,79861,79862],{},"本記事は情報提供を目的としたものであり、投資助言ではありません。手数料や制度内容は変更される場合があるため、最終判断は各社公式情報を確認のうえご自身の責任で行ってください。",{"title":56,"searchDepth":57,"depth":57,"links":79864},[79865,79866],{"id":79841,"depth":57,"text":79841},{"id":51,"depth":57,"text":51},"インフレが家計と「貯めたお金の実質価値」に与える影響を、投資初心者向けに整理します。",{},"\u002Freading\u002Farticles\u002Finflation-and-cash-risk",{"title":52044,"description":79867},"reading\u002Farticles\u002Finflation-and-cash-risk",[236,52076],"67pJuscSgVNmy8Aqs9JkwsODFO_9hgDK6rG4rgDC6EM",1791285761565]