2025\u5e74\u306e\u7c73\u56fd\u5e02\u5834\u306f\u3001\u653b\u6483\u7684\u306a\u8cbf\u6613\u6226\u4e89\u3084\u4e2d\u6771\u3067\u306e\u7dca\u5f35\u306e\u9ad8\u307e\u308a\u3001\u305d\u3057\u3066\u6d77\u5916\u3067\u306e\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u306e\u7af6\u4e89\u3068\u3044\u3063\u305f\u5927\u304d\u306a\u8ab2\u984c\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u682a\u4fa1\u304c\u65b0\u305f\u306a\u8a18\u9332\u306b\u8feb\u308b\u56de\u5fa9\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u80cc\u666f\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u8981\u56e0\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n
S&P 500\u306f\u30014\u6708\u306b\u7d0420%\u306e\u6025\u843d\u304b\u3089\u56de\u5fa9\u3057\u3001\u308f\u305a\u304b0.85%\u3067\u65b0\u8a18\u9332\u66f4\u65b0\u306b\u8feb\u3063\u3066\u3044\u307e\u3059\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4e2d\u5fc3\u306e\u30ca\u30b9\u30c0\u30c3\u30af100\u306f\u3001\u5148\u9031\u706b\u66dc\u65e5\u306b\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6700\u65b0\u306e\u4e0a\u6607\u306f\u3001\u4e2d\u6771\u505c\u6226\u306e\u671f\u5f85\u304c\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u539f\u6cb9\u4f9b\u7d66\u306b\u5927\u304d\u306a\u6df7\u4e71\u3092\u3082\u305f\u3089\u3055\u306a\u3044\u3068\u306e\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
Capital Wealth Planning\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b1\u30d3\u30f3\u30fb\u30b7\u30f3\u30d7\u30bd\u30f3\u6c0f\u306f\u3001\u300c\u3053\u306e\u56de\u5fa9\u306e\u5927\u304d\u3055\u306b\u306f\u9a5a\u3044\u3066\u3044\u307e\u3059\u300d\u3068\u8a71\u3057\u3066\u3044\u307e\u3059\u3002\u300c\u5730\u653f\u5b66\u7684\u306a\u80cc\u666f\u3084\u4e0d\u5b89\u5b9a\u3055\u3092\u8e0f\u307e\u3048\u308b\u3068\u3001S&P 500\u304c\u3053\u308c\u307b\u3069\u65e9\u304f\u65b0\u9ad8\u5024\u3092\u56de\u5fa9\u3059\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u5f37\u3055\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u30b7\u30b9\u30c6\u30e0\u306b\u6d41\u52d5\u6027\u304c\u8c4a\u5bcc\u3067\u3042\u308a\u3001\u5de8\u984d\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u3084AI\u3078\u306e\u71b1\u610f\u306b\u62bc\u3055\u308c\u3066\u3001\u6295\u8cc7\u5bb6\u304c\u62bc\u3057\u76ee\u3092\u8cb7\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u300d<\/p>\n
\u5168\u4f53\u3068\u3057\u3066\u3001\u904e\u53bb4\u30f6\u6708\u3067\u5e02\u5834\u306e\u61f8\u5ff5\u306f\u5f90\u3005\u306b\u548c\u3089\u3044\u3067\u304d\u307e\u3057\u305f\u3002\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u30c9\u30ca\u30eb\u30c9\u30fb\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u4e3b\u8981\u306a\u8cbf\u6613\u76f8\u624b\u56fd\u3078\u306e\u53b3\u3057\u3044\u95a2\u7a0e\u3092\u64a4\u56de\u3057\u59cb\u3081\u305f\u3053\u3068\u3067\u3059\u3002\u4eca\u6708\u521d\u3081\u306b\u306f\u3001\u7c73\u56fd\u306f\u4e2d\u56fd\u3068\u8cbf\u6613\u505c\u6226\u306b\u5408\u610f\u3057\u3001\u4e2d\u56fd\u306f\u5e0c\u5c11\u571f\u58cc\u306e\u4f9b\u7d66\u3067\u5408\u610f\u3057\u307e\u3057\u305f\u3002<\/p>\n
Wells Fargo Investment Institute\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u3001\u30af\u30ea\u30b9\u30fb\u30cf\u30fc\u30f4\u30e9\u30f3\u30c9\u6c0f\u306f\u3001\u300c\u3088\u308a\u591a\u304f\u306e\u8cbf\u6613\u5354\u5b9a\u304c\u4eca\u5f8c\u306e\u660e\u78ba\u3055\u3092\u63d0\u4f9b\u3057\u3001\u6700\u7d42\u7684\u306b\u306f\u4f01\u696d\u3084\u6d88\u8cbb\u8005\u3001\u6295\u8cc7\u5bb6\u306e\u4e0d\u5b89\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u898f\u5236\u7de9\u548c\u3084\u7a0e\u63a7\u9664\u3001\u77ed\u671f\u91d1\u5229\u306e\u4f4e\u4e0b\u304c\u5229\u76ca\u3092\u3055\u3089\u306b\u5f8c\u62bc\u3057\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u52a0\u3048\u3066\u3001\u4f01\u696d\u5229\u76ca\u306f\u653f\u7b56\u4e0d\u78ba\u5b9f\u6027\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002S&P 500\u306e\u7b2c2\u56db\u534a\u671f\u306e\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd4\u30674.9%\u5897\u52a0\u3057\u3001\u3053\u308c\u30678\u56db\u534a\u671f\u9023\u7d9a\u3067\u306e\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u7c73\u56fd\u7d4c\u6e08\u306f\u5f15\u304d\u7d9a\u304d\u5b89\u5b9a\u3092\u4fdd\u3063\u3066\u304a\u308a\u3001\u5931\u696d\u7387\u306f4.2%\u3068\u4f4e\u6c34\u6e96\u3067\u3059\u30025\u6708\u306e\u975e\u8fb2\u696d\u90e8\u9580\u96c7\u7528\u8005\u6570\u5831\u544a\u3067\u3082\u52b4\u50cd\u5e02\u5834\u306e\u82e5\u5e72\u306e\u7de9\u548c\u304c\u793a\u3055\u308c\u307e\u3057\u305f\u3002\u6700\u3082\u6700\u8fd1\u306e\u30a4\u30f3\u30d5\u30ec\u30c7\u30fc\u30bf\u306f\u3001\u95a2\u7a0e\u304c\u4fa1\u683c\u306b\u307b\u3068\u3093\u3069\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u9023\u90a6\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff08FRB\uff09\u306f\u3001\u4eca\u5e74\u5f8c\u534a\u306b2\u56de\u306e\u91d1\u5229\u5f15\u304d\u4e0b\u3052\u3092\u884c\u3046\u898b\u8fbc\u307f\u3067\u3059\u3002FRB\u306e\u30b8\u30a7\u30ed\u30fc\u30e0\u30fb\u30d1\u30a6\u30a8\u30eb\u8b70\u9577\u306f\u3001\u653f\u7b56\u7acb\u6848\u8005\u304c\u95a2\u7a0e\u304c\u4fa1\u683c\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u3088\u308a\u3088\u304f\u628a\u63e1\u3059\u308b\u307e\u3067\u3001\u91d1\u5229\u3092\u636e\u3048\u7f6e\u304f\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3068\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002\u300c\u79c1\u305f\u3061\u306e\u57fa\u672c\u30b7\u30ca\u30ea\u30aa\u3067\u306f\u3001\u7c73\u56fd\u306e\u30ea\u30bb\u30c3\u30b7\u30e7\u30f3\u306f\u56de\u907f\u3055\u308c\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u300d\u3068JPMorgan\u306e\u30c1\u30fc\u30d5\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u306e\u30c9\u30a5\u30d6\u30e9\u30d6\u30b3\u30fb\u30e9\u30b3\u30b9\uff1d\u30d6\u30e4\u30b9\u6c0f\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u4e00\u65b9\u3001\u904e\u53bb2\u5e74\u4ee5\u4e0a\u306b\u308f\u305f\u308a\u5e02\u5834\u3092\u652f\u3048\u3066\u304d\u305fAI\u30b9\u30c8\u30fc\u30ea\u30fc\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u6700\u8fd1\u306e\u6c7a\u7b97\u30b7\u30fc\u30ba\u30f3\u3067\u306f\u3001Nvidia\u304c\u6025\u6210\u9577\u3092\u7d9a\u3051\u3066\u304a\u308a\u3001\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306eAI\u306b\u5bfe\u3059\u308b\u652f\u51fa\u3082\u6e1b\u901f\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u5e74\u521d\u306b\u4e2d\u56fd\u306eDeepSeek\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u304c\u5de8\u984d\u306e\u6295\u8cc7\u304c\u6b63\u5f53\u5316\u3055\u308c\u308b\u306e\u304b\u7591\u554f\u8996\u3055\u308c\u3001\u6295\u8cc7\u5bb6\u306f\u52d5\u63fa\u3057\u307e\u3057\u305f\u3002<\/p>\n
UBS\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u306eCIO\u3067\u3042\u308b\u30a6\u30eb\u30ea\u30b1\u30fb\u30db\u30d5\u30de\u30f3\uff1d\u30d6\u30eb\u30cf\u30eb\u30c7\u30a3\u6c0f\u306f\u3001\u300cAI\u306e\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u306f\u4f9d\u7136\u3068\u3057\u3066\u5805\u8abf\u3067\u3042\u308a\u3001\u6700\u8fd1\u306e\u63a1\u7528\u3068\u53ce\u76ca\u5316\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u652f\u63f4\u7684\u306a\u74b0\u5883\u306e\u4e2d\u3067AI\u30e9\u30ea\u30fc\u306e\u6b21\u306e\u30d5\u30a7\u30fc\u30ba\u3092\u652f\u3048\u308b\u306f\u305a\u3067\u3059\u3002\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002JPMorgan\u306f\u3001AI\u304c2030\u5e74\u307e\u3067\u306b1\u5146\u30c9\u30eb\u306e\u652f\u51fa\u3092\u4fc3\u9032\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u3057\u304b\u3057\u3001\u4eca\u5f8c\u6570\u9031\u9593\u306f\u5e02\u5834\u306b\u3055\u3089\u306a\u308b\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6295\u8cc7\u5bb6\u306f\u3001\u76f8\u4e92\u95a2\u7a0e\u306e\u505c\u6b62\u306b\u95a2\u3059\u308b7\u67088\u65e5\u306e\u671f\u9650\u3092\u898b\u636e\u3048\u3001\u6765\u9031\u306b\u306f\u52b4\u50cd\u5e02\u5834\u306e\u5065\u5eb7\u3092\u6e2c\u308b\u305f\u3081\u306e\u96c7\u7528\u30c7\u30fc\u30bf\u304c\u767a\u8868\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u201c\u5e02\u5834\u306f\u901a\u5e38\u3001\u5bfe\u7acb\u304c\u8d77\u304d\u308b\u524d\u306b\u3055\u3089\u306a\u308b\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u898b\u305b\u3001\u305d\u306e\u5f8c\u306f\u4ed6\u306e\u8981\u56e0\u306b\u8ee2\u3058\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u3002\u201d\u3068BMO\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a6\u30a7\u30eb\u30b9\u306e\u30c1\u30fc\u30d5\u30de\u30fc\u30b1\u30c3\u30c8\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u3001\u30ad\u30e3\u30ed\u30eb\u30fb\u30b7\u30e5\u30e9\u30a4\u30d5\u6c0f\u306f\u8a9e\u308a\u307e\u3057\u305f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
2025\u5e74\u306e\u7c73\u56fd\u5e02\u5834\u306f\u3001\u8cbf\u6613\u6226\u4e89\u3084\u4e2d\u6771\u306e\u7dca\u5f35\u306b\u76f4\u9762\u3057\u306a\u304c\u3089\u3001\u682a\u4fa1\u304c\u65b0\u305f\u306a\u9ad8\u5024\u3092\u76ee\u6307\u3057\u3066\u56de\u5fa9\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001S&P 500\u3068\u30ca\u30b9\u30c0\u30c3\u30af100\u306e\u52d5\u5411\u304c\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":806070,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-806067","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"
2025\u5e74\u306e\u7c73\u56fd\u5e02\u5834\u306f\u3001\u653b\u6483\u7684\u306a\u8cbf\u6613\u6226\u4e89\u3084\u4e2d\u6771\u3067\u306e\u7dca\u5f35\u306e\u9ad8\u307e\u308a\u3001\u305d\u3057\u3066\u6d77\u5916\u3067\u306e\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u306e\u7af6\u4e89\u3068\u3044\u3063\u305f\u5927\u304d\u306a\u8ab2\u984c\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u682a\u4fa1\u304c\u65b0\u305f\u306a\u8a18\u9332\u306b\u8feb\u308b\u56de\u5fa9\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u80cc\u666f\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u8981\u56e0\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n
S&P 500\u306f\u30014\u6708\u306b\u7d0420%\u306e\u6025\u843d\u304b\u3089\u56de\u5fa9\u3057\u3001\u308f\u305a\u304b0.85%\u3067\u65b0\u8a18\u9332\u66f4\u65b0\u306b\u8feb\u3063\u3066\u3044\u307e\u3059\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4e2d\u5fc3\u306e\u30ca\u30b9\u30c0\u30c3\u30af100\u306f\u3001\u5148\u9031\u706b\u66dc\u65e5\u306b\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6700\u65b0\u306e\u4e0a\u6607\u306f\u3001\u4e2d\u6771\u505c\u6226\u306e\u671f\u5f85\u304c\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u539f\u6cb9\u4f9b\u7d66\u306b\u5927\u304d\u306a\u6df7\u4e71\u3092\u3082\u305f\u3089\u3055\u306a\u3044\u3068\u306e\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
Capital Wealth Planning\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b1\u30d3\u30f3\u30fb\u30b7\u30f3\u30d7\u30bd\u30f3\u6c0f\u306f\u3001\u300c\u3053\u306e\u56de\u5fa9\u306e\u5927\u304d\u3055\u306b\u306f\u9a5a\u3044\u3066\u3044\u307e\u3059\u300d\u3068\u8a71\u3057\u3066\u3044\u307e\u3059\u3002\u300c\u5730\u653f\u5b66\u7684\u306a\u80cc\u666f\u3084\u4e0d\u5b89\u5b9a\u3055\u3092\u8e0f\u307e\u3048\u308b\u3068\u3001S&P 500\u304c\u3053\u308c\u307b\u3069\u65e9\u304f\u65b0\u9ad8\u5024\u3092\u56de\u5fa9\u3059\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u5f37\u3055\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u30b7\u30b9\u30c6\u30e0\u306b\u6d41\u52d5\u6027\u304c\u8c4a\u5bcc\u3067\u3042\u308a\u3001\u5de8\u984d\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u3084AI\u3078\u306e\u71b1\u610f\u306b\u62bc\u3055\u308c\u3066\u3001\u6295\u8cc7\u5bb6\u304c\u62bc\u3057\u76ee\u3092\u8cb7\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u300d<\/p>\n
\u5168\u4f53\u3068\u3057\u3066\u3001\u904e\u53bb4\u30f6\u6708\u3067\u5e02\u5834\u306e\u61f8\u5ff5\u306f\u5f90\u3005\u306b\u548c\u3089\u3044\u3067\u304d\u307e\u3057\u305f\u3002\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u30c9\u30ca\u30eb\u30c9\u30fb\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u304c\u4e3b\u8981\u306a\u8cbf\u6613\u76f8\u624b\u56fd\u3078\u306e\u53b3\u3057\u3044\u95a2\u7a0e\u3092\u64a4\u56de\u3057\u59cb\u3081\u305f\u3053\u3068\u3067\u3059\u3002\u4eca\u6708\u521d\u3081\u306b\u306f\u3001\u7c73\u56fd\u306f\u4e2d\u56fd\u3068\u8cbf\u6613\u505c\u6226\u306b\u5408\u610f\u3057\u3001\u4e2d\u56fd\u306f\u5e0c\u5c11\u571f\u58cc\u306e\u4f9b\u7d66\u3067\u5408\u610f\u3057\u307e\u3057\u305f\u3002<\/p>\n
Wells Fargo Investment Institute\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u3001\u30af\u30ea\u30b9\u30fb\u30cf\u30fc\u30f4\u30e9\u30f3\u30c9\u6c0f\u306f\u3001\u300c\u3088\u308a\u591a\u304f\u306e\u8cbf\u6613\u5354\u5b9a\u304c\u4eca\u5f8c\u306e\u660e\u78ba\u3055\u3092\u63d0\u4f9b\u3057\u3001\u6700\u7d42\u7684\u306b\u306f\u4f01\u696d\u3084\u6d88\u8cbb\u8005\u3001\u6295\u8cc7\u5bb6\u306e\u4e0d\u5b89\u3092\u8efd\u6e1b\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u898f\u5236\u7de9\u548c\u3084\u7a0e\u63a7\u9664\u3001\u77ed\u671f\u91d1\u5229\u306e\u4f4e\u4e0b\u304c\u5229\u76ca\u3092\u3055\u3089\u306b\u5f8c\u62bc\u3057\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u52a0\u3048\u3066\u3001\u4f01\u696d\u5229\u76ca\u306f\u653f\u7b56\u4e0d\u78ba\u5b9f\u6027\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002S&P 500\u306e\u7b2c2\u56db\u534a\u671f\u306e\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd4\u30674.9%\u5897\u52a0\u3057\u3001\u3053\u308c\u30678\u56db\u534a\u671f\u9023\u7d9a\u3067\u306e\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u7c73\u56fd\u7d4c\u6e08\u306f\u5f15\u304d\u7d9a\u304d\u5b89\u5b9a\u3092\u4fdd\u3063\u3066\u304a\u308a\u3001\u5931\u696d\u7387\u306f4.2%\u3068\u4f4e\u6c34\u6e96\u3067\u3059\u30025\u6708\u306e\u975e\u8fb2\u696d\u90e8\u9580\u96c7\u7528\u8005\u6570\u5831\u544a\u3067\u3082\u52b4\u50cd\u5e02\u5834\u306e\u82e5\u5e72\u306e\u7de9\u548c\u304c\u793a\u3055\u308c\u307e\u3057\u305f\u3002\u6700\u3082\u6700\u8fd1\u306e\u30a4\u30f3\u30d5\u30ec\u30c7\u30fc\u30bf\u306f\u3001\u95a2\u7a0e\u304c\u4fa1\u683c\u306b\u307b\u3068\u3093\u3069\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u9023\u90a6\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff08FRB\uff09\u306f\u3001\u4eca\u5e74\u5f8c\u534a\u306b2\u56de\u306e\u91d1\u5229\u5f15\u304d\u4e0b\u3052\u3092\u884c\u3046\u898b\u8fbc\u307f\u3067\u3059\u3002FRB\u306e\u30b8\u30a7\u30ed\u30fc\u30e0\u30fb\u30d1\u30a6\u30a8\u30eb\u8b70\u9577\u306f\u3001\u653f\u7b56\u7acb\u6848\u8005\u304c\u95a2\u7a0e\u304c\u4fa1\u683c\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u3088\u308a\u3088\u304f\u628a\u63e1\u3059\u308b\u307e\u3067\u3001\u91d1\u5229\u3092\u636e\u3048\u7f6e\u304f\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u308b\u3068\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002\u300c\u79c1\u305f\u3061\u306e\u57fa\u672c\u30b7\u30ca\u30ea\u30aa\u3067\u306f\u3001\u7c73\u56fd\u306e\u30ea\u30bb\u30c3\u30b7\u30e7\u30f3\u306f\u56de\u907f\u3055\u308c\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u300d\u3068JPMorgan\u306e\u30c1\u30fc\u30d5\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u306e\u30c9\u30a5\u30d6\u30e9\u30d6\u30b3\u30fb\u30e9\u30b3\u30b9\uff1d\u30d6\u30e4\u30b9\u6c0f\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u4e00\u65b9\u3001\u904e\u53bb2\u5e74\u4ee5\u4e0a\u306b\u308f\u305f\u308a\u5e02\u5834\u3092\u652f\u3048\u3066\u304d\u305fAI\u30b9\u30c8\u30fc\u30ea\u30fc\u306f\u3001\u4f9d\u7136\u3068\u3057\u3066\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u6700\u8fd1\u306e\u6c7a\u7b97\u30b7\u30fc\u30ba\u30f3\u3067\u306f\u3001Nvidia\u304c\u6025\u6210\u9577\u3092\u7d9a\u3051\u3066\u304a\u308a\u3001\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306eAI\u306b\u5bfe\u3059\u308b\u652f\u51fa\u3082\u6e1b\u901f\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u5e74\u521d\u306b\u4e2d\u56fd\u306eDeepSeek\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u304c\u5de8\u984d\u306e\u6295\u8cc7\u304c\u6b63\u5f53\u5316\u3055\u308c\u308b\u306e\u304b\u7591\u554f\u8996\u3055\u308c\u3001\u6295\u8cc7\u5bb6\u306f\u52d5\u63fa\u3057\u307e\u3057\u305f\u3002<\/p>\n
UBS\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u306eCIO\u3067\u3042\u308b\u30a6\u30eb\u30ea\u30b1\u30fb\u30db\u30d5\u30de\u30f3\uff1d\u30d6\u30eb\u30cf\u30eb\u30c7\u30a3\u6c0f\u306f\u3001\u300cAI\u306e\u9577\u671f\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u306f\u4f9d\u7136\u3068\u3057\u3066\u5805\u8abf\u3067\u3042\u308a\u3001\u6700\u8fd1\u306e\u63a1\u7528\u3068\u53ce\u76ca\u5316\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u652f\u63f4\u7684\u306a\u74b0\u5883\u306e\u4e2d\u3067AI\u30e9\u30ea\u30fc\u306e\u6b21\u306e\u30d5\u30a7\u30fc\u30ba\u3092\u652f\u3048\u308b\u306f\u305a\u3067\u3059\u3002\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002JPMorgan\u306f\u3001AI\u304c2030\u5e74\u307e\u3067\u306b1\u5146\u30c9\u30eb\u306e\u652f\u51fa\u3092\u4fc3\u9032\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u3057\u304b\u3057\u3001\u4eca\u5f8c\u6570\u9031\u9593\u306f\u5e02\u5834\u306b\u3055\u3089\u306a\u308b\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6295\u8cc7\u5bb6\u306f\u3001\u76f8\u4e92\u95a2\u7a0e\u306e\u505c\u6b62\u306b\u95a2\u3059\u308b7\u67088\u65e5\u306e\u671f\u9650\u3092\u898b\u636e\u3048\u3001\u6765\u9031\u306b\u306f\u52b4\u50cd\u5e02\u5834\u306e\u5065\u5eb7\u3092\u6e2c\u308b\u305f\u3081\u306e\u96c7\u7528\u30c7\u30fc\u30bf\u304c\u767a\u8868\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002\u201c\u5e02\u5834\u306f\u901a\u5e38\u3001\u5bfe\u7acb\u304c\u8d77\u304d\u308b\u524d\u306b\u3055\u3089\u306a\u308b\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u898b\u305b\u3001\u305d\u306e\u5f8c\u306f\u4ed6\u306e\u8981\u56e0\u306b\u8ee2\u3058\u308b\u3053\u3068\u304c\u591a\u3044\u3067\u3059\u3002\u201d\u3068BMO\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a6\u30a7\u30eb\u30b9\u306e\u30c1\u30fc\u30d5\u30de\u30fc\u30b1\u30c3\u30c8\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u3001\u30ad\u30e3\u30ed\u30eb\u30fb\u30b7\u30e5\u30e9\u30a4\u30d5\u6c0f\u306f\u8a9e\u308a\u307e\u3057\u305f\u3002<\/p>\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/806067","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/comments?post=806067"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/806067\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/806070"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=806067"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=806067"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=806067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}