{"id":4203,"date":"2025-12-13T08:31:59","date_gmt":"2025-12-12T23:31:59","guid":{"rendered":"http:\/\/barms.jp\/?p=4203"},"modified":"2025-12-13T08:32:03","modified_gmt":"2025-12-12T23:32:03","slug":"12%e6%9c%88%e7%ac%ac2%e9%80%b1%e3%81%ae%e5%b8%82%e6%b3%81-10","status":"publish","type":"post","link":"http:\/\/barms.jp\/?p=4203","title":{"rendered":"12\u6708\u7b2c2\u9031\u306e\u5e02\u6cc1"},"content":{"rendered":"<h3><span style=\"color:#009944;\">2025\/12\/8&nbsp;&nbsp; &nbsp;\u6708&nbsp;<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u682a\u4fa1\u4e0a\u6607\u30029\u6708\u306e\u6d88\u8cbb\u652f\u51fa\u306f0.3%\u306e\u4e0a\u6607\u3068\u4e88\u60f3\u6c34\u6e96\u3067\u3042\u308a\u3001\u307e\u305f\u3001\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\uff08PCE\uff09\u306e\u4e0a\u6607\u3082\u4e88\u60f3\u901a\u308a\u3067\u3042\u3063\u305f\u3002\u5e02\u5834\u3067\u306f12\u6708\u306e\u5229\u4e0b\u3052\u306f\u307b\u307c\u78ba\u5b9f\u3068\u307f\u3066\u3044\u308b\u3002TV\u90e8\u9580\u3092Netflix\u304c\u8cb7\u53ce\u3059\u308b\u3053\u3068\u306b\u306a\u3063\u305fWarner Bros Discovery\u306f6.3%\u682a\u4fa1\u4e0a\u6607\u3002Netflix\u682a\u30822.9%\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u306f\u307b\u307c\u6a2a\u3070\u3044\u3067\u3042\u3063\u305f\u3002\u30c9\u30a4\u30c4\u3067\u306f\u30e1\u30eb\u30c4\u653f\u6a29\u304c\u5e74\u91d1\u6cd5\u6848\u627f\u8a8d\u3092\u53d7\u3051\u305f\u3053\u3068\u3067\u30c9\u30a4\u30c4\u306e\u682a\u4fa1\u6307\u6570DAX\u306f0.6%\u306e\u4e0a\u6607\u3002\u7c73\u56fd\u3067\u3001\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304c\u30d0\u30a4\u30c7\u30f3\u653f\u6a29\u304c\u5c0e\u5165\u3057\u305f\u71c3\u6599\u57fa\u6e96\u3092\u64a4\u5ec3\u3059\u308b\u3068\u6c7a\u3081\u305f\u3053\u3068\u304b\u3089\u3001\u6b27\u5dde\u306e\u81ea\u52d5\u8eca\u30fb\u90e8\u54c1\u90e8\u9580\u306f\u5024\u4e0a\u304c\u308a\u3002\u30b9\u30a4\u30b9\u518d\u4fdd\u967a\u306f2026\u5e74\u306e\u76ee\u6a19\u3092\u516c\u8868\u3057\u305f\u304c\u4e88\u60f3\u4ee5\u4e0b\u306e\u6c34\u6e96\u3067\u682a\u4fa1\u306f6.5%\u4e0b\u843d\u3057\u305f<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20251213\/08\/fpmirai\/ee\/85\/p\/o0465050915729514793.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"460\" src=\"https:\/\/stat.ameba.jp\/user_images\/20251213\/08\/fpmirai\/ee\/85\/p\/o0465050915729514793.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#ff7f00;\">2025\/12\/9&nbsp;&nbsp; &nbsp;\u706b<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306fFOMC\u306e\u958b\u50ac\u3092\u524d\u306b\u614e\u91cd\u306a\u5e02\u5834\u3068\u306a\u308a\u4e3b\u8981\u682a\u4fa1\u6307\u6570\u306f\u5024\u3092\u4e0b\u3052\u305f\u3002\u30a4\u30fc\u30eb\u30c9\u306f\u4e0a\u6607\u3002Paramount Skydance&#8217;s\u306f Warner Bros Discovery\u306e\u6575\u5bfe\u7684\u8cb7\u53ce\u306b\u540d\u4e57\u308a\u51fa\u3066\u3001Paramount Skydance&#8217;s \u306f7%\u3001Warner Bros Discovery\u306f3%\u682a\u4fa1\u4e0a\u6607\u3002\u4e00\u65b9\u3001Netflix\u306f4%\u4ee5\u4e0a\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u305f\u3002Broadcom\u306f\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c\u540c\u793e\u5411\u3051\u306e\u534a\u5c0e\u4f53\u3092\u751f\u7523\u3059\u308b\u3053\u3068\u3092\u691c\u8a0e\u3057\u3066\u304a\u308a\u3001Broadcom\u682a\u306f2%\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306fECB\u304c\u5229\u4e0a\u3052\u306b\u8ee2\u3058\u308b\u3068\u306e\u89b3\u6e2c\u304c\u3042\u308a\u3001\u30a4\u30fc\u30eb\u30c9\u304c\u4e0a\u6607\u3002\u682a\u5f0f\u5e02\u5834\u3067\u306f\u4e0d\u52d5\u7523\u95a2\u9023\u304c\u5024\u3092\u4e0b\u3052\u3001\u5e02\u5834\u5168\u4f53\u3082\u5e7e\u5206\u5024\u4e0b\u304c\u308a\u3002Magnum Ice Cream\u306f\u30e6\u30cb\u30ea\u30d0\u30fc\u304b\u3089\u5206\u793e\u5316\u3057\u3066\u30a2\u30e0\u30b9\u30c6\u30eb\u30c0\u30e0\u306b\u4e0a\u5834\u3057\u305f\u304c\u682a\u4fa1\u306f\u4e88\u60f3\u4ee5\u4e0b\u3067\u3042\u3063\u305f\u3002\u30e6\u30cb\u30ea\u30d0\u30fc\u682a\u306f2%\u5024\u4e0b\u304c\u308a\u3002L&#8217;Oreal\u306f\u30b9\u30a4\u30b9\u306e\u5316\u7ca7\u54c1\u4f1a\u793eGalderma\u306e\u6301\u3061\u5206\u30922\u500d\u306b\u5f15\u304d\u4e0a\u3052\u308b\u3053\u3068\u3092\u516c\u8868\u3057\u3001Galderma\u682a\u306f1%\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001L&#8217;Oreal\u682a\u306f2%\u5024\u4e0b\u304c\u308a\u3002\u30c9\u30a4\u30c4\u306e\u9632\u885b\u95a2\u9023Rheinmetall\u304c3.6%\u682a\u4fa1\u4e0a\u6607<\/p>\n<h3><span style=\"color:#8f20ff;\">2025\/12\/10&nbsp;&nbsp; &nbsp;\u6c34&nbsp;<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u6ce8\u76ee\u3055\u308c\u308bFOMC\u306e\u653f\u7b56\u4f1a\u5408\u304c\u958b\u59cb\u3055\u308c\u3001\u5e02\u5834\u306f\u305d\u308c\u3092\u6ce8\u8996\u3059\u308b\u5f62\u3067\u3001SP500\u3068\u30c0\u30a6\u306f\u5e7e\u5206\u5024\u3092\u4e0b\u3052\u305f\u3002\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306fNvidia\u306b\u4e2d\u56fd\u3078\u306e\u534a\u5c0e\u4f53\u306e\u8f38\u51fa\u3092\u8a8d\u3081\u305f\u304c\u3001\u7c73\u56fd\u5185\u3067\u306f\u4e2d\u56fd\u5f37\u786c\u6d3e\u306f\u6c11\u4e3b\u515a\u304c\u3053\u306e\u6c7a\u5b9a\u306b\u53cd\u5bfe\u3002Nvidia\u682a\u3082\u5024\u3092\u4e0a\u3052\u308b\u3053\u3068\u306b\u306f\u306a\u3089\u306a\u304b\u3063\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u5168\u4f53\u3068\u3057\u3066\u307f\u308c\u3070\u6a2a\u3070\u3044\u3067\u3042\u3063\u305f\u304c\u3001\u30c9\u30a4\u30c4\u306e\u682a\u4fa1\u6307\u6570DAX\u306f\u4e0a\u6607\u3057\u3001\u30d5\u30e9\u30f3\u30b9\u306e\u682a\u4fa1\u6307\u6570CAC40\u306f\u5024\u3092\u4e0b\u3052\u305f\u3002Google\u304cAI\u30e1\u30ac\u30cd\u306e\u958b\u767a\u3092\u5ba3\u8a00\u3057\u305f\u3053\u3068\u304b\u3089\u3001Ray-Ban\u30e1\u30fc\u30ab\u30fc\u306eEssilorLuxottica\u306e\u682a\u4fa1\u306f5.6%\u5024\u4e0b\u304c\u308a\u3002\u9ad8\u7d1a\u54c1\u30d6\u30e9\u30f3\u30c9\u306eKering\u3084LVMH\u306f\u305d\u308c\u305e\u308c2%\u30681.4%\u682a\u4fa1\u5024\u4e0b\u304c\u308a\u3002\u307e\u305f\u3001\u30c9\u30a4\u30c4\u653f\u5e9c\u304c520\u5104\u30e6\u30fc\u30ed\u306e\u8abf\u9054\u5951\u7d04\u3092\u627f\u8a8d\u3059\u308b\u898b\u901a\u3057\u306b\u306a\u308a\u3001Rheinmetall\u3001RENK\u3001Hensoldt\u3068\u3044\u3063\u305f\u9632\u885b\u95a2\u9023\u682a\u306f3.6%\u306a\u3044\u30575.9%\u682a\u4fa1\u4e0a\u6607<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20251213\/08\/fpmirai\/ce\/dd\/p\/o0663063115729514791.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"400\" src=\"https:\/\/stat.ameba.jp\/user_images\/20251213\/08\/fpmirai\/ce\/dd\/p\/o0663063115729514791.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#009944;\">2025\/12\/11&nbsp;&nbsp; &nbsp;\u6728<\/span><\/h3>\n<p>\u7c73\u56fd\u3067\u306fFed\u304c\u91d1\u5229\u30920.25%\u5f15\u304d\u4e0b\u3052\u3001\u30c0\u30a6\u3068SP500\u306f\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001NASDAQ\u306f\u307b\u307c\u6a2a\u3070\u3044\u3002\u30bb\u30af\u30bf\u30fc\u5225\u3067\u306f\u3001\u7523\u696d\u304c\u4e0a\u6607\u3057\u305f\u304c\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30b5\u30fc\u30d3\u30b9\u304c\u5024\u3092\u4e0b\u3052\u305f\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u95a2\u9023\u6a5f\u5668\u88fd\u9020\u306eGE Vernova\u306f2026\u5e74\u3001AI\u95a2\u9023\u3067\u9700\u8981\u304c\u4f38\u3073\u308b\u3068\u4e88\u60f3\u3057\u3001\u682a\u4fa1\u306f15%\u4ee5\u4e0a\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306fFed\u306e\u653f\u7b56\u6c7a\u5b9a\u524d\u3067\u682a\u5f0f\u5e02\u5834\u306f\u307b\u307c\u6a2a\u3070\u3044\u3002\u81ea\u52d5\u8eca\u306eFerrari\u306f\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u8a55\u4fa1\u304c\u4e0b\u304c\u308a\u3001\u682a\u4fa1\u304c4.8%\u4e0b\u843d\u3002\u30d5\u30e9\u30f3\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u4f1a\u793eVinci\u3082\u30d6\u30ed\u30fc\u30ab\u30fc\u306e\u8a55\u4fa1\u5f15\u304d\u4e0b\u3052\u306b\u3088\u308a\u682a\u4fa1\u306f3.1%\u8edf\u5316\u3002\u672c\u793e\u3092\u30aa\u30e9\u30f3\u30c0\u304b\u3089\u7c73\u56fd\u306b\u79fb\u3059\u3053\u3068\u3092\u516c\u8868\u3057\u305f\u4fdd\u967a\u4f1a\u793e\u306eAegon\u306f10%\u4ee5\u4e0a\u306e\u682a\u4fa1\u4e0b\u843d<\/p>\n<h3><span style=\"color:#ff0000;\">2025\/12\/12&nbsp;&nbsp; &nbsp;\u91d1<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306fOracle\u306e\u5f71\u97ff\u3067NASDAQ\u306f\u5024\u3092\u4e0b\u3052\u305f\u304c\u3001\u30c0\u30a6\u3068SP500\u306f\u5024\u4e0a\u304c\u308a\u3001\u30c0\u30a6\u306fFed\u306e\u5229\u4e0b\u3052\u306e\u5f71\u97ff\u3067\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3002Oracle\u306f\u56db\u534a\u671f\u5229\u76ca\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u3001\u307e\u305f\u3001\u5e74\u9593\u306e\u30b3\u30b9\u30c8\u304c150\u5104\u30c9\u30eb\u5897\u52a0\u3059\u308b\u898b\u901a\u3057\u3068\u306a\u308a\u3001\u682a\u4fa1\u306f11%\u4e0b\u843d\u3002\u307e\u305f\u3001\u5e02\u5834\u7d42\u4e86\u5f8c\u306b\u6c7a\u7b97\u767a\u8868\u304c\u3042\u308bNvidia\u3068Broadcom\u306f\u3068\u3082\u306b2%\u524d\u5f8c\u5024\u4e0b\u304c\u308a\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u7c73\u56fd\u306e\u91d1\u5229\u5f15\u304d\u4e0b\u3052\u306e\u52d5\u304d\u3092\u6b53\u8fce\u3057\u305f\u3001\u4e00\u65b9\u3067\u3001\u30b9\u30a4\u30b9\u56fd\u7acb\u9280\u884c\u306f\u30bc\u30ed\u91d1\u5229\u653f\u7b56\u3092\u7dad\u6301\u3002\u7c73\u56fd\u306eOracle\u306e\u682a\u5b89\u306e\u4f59\u6ce2\u306f\u3042\u3063\u305f\u3082\u306e\u306e\u3001\u6b27\u5dde\u5e02\u5834\u5168\u4f53\u3067\u306f\u5024\u4e0a\u304c\u308a\u3002BNP\u30d1\u30ea\u30d0\u3001UniCredit\u3001ING\u3068\u3044\u3063\u305f\u9280\u884c\u306e\u6709\u5f62\u81ea\u5df1\u8cc7\u672c\u5229\u76ca\u7387\u304c2027\u5e74\u306b\u3044\u305a\u308c\u308216%\u3053\u3048\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001\u9280\u884c\u682a\u306f\u5168\u4f53\u30671.7%\u306e\u5024\u4e0a\u304c\u308a\u3002BlackRock\u304c\u4fdd\u6709\u8cc7\u7523\u306e\u58f2\u5374\u3092\u3057\u305f\u30b9\u30da\u30a4\u30f3\u306e\u516c\u76ca\u4f01\u696d\u306eNaturgy\u306f6.4%\u682a\u4fa1\u4e0b\u843d<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20251213\/08\/fpmirai\/67\/b5\/p\/o0707037615729514797.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"223\" src=\"https:\/\/stat.ameba.jp\/user_images\/20251213\/08\/fpmirai\/67\/b5\/p\/o0707037615729514797.png\" width=\"420\"><\/a><\/p>\n<div style=\"margin: 2em 0; background:#F7ECB7; border:solid; border-color:darkorange\">\n<div style=\"font-size: 1.2em;\n    background:#F99C15;    padding: 4px;\n    text-align: center;    color: #FFF;\n    font-weight: bold;    letter-spacing: 0.05em;\"><\/p>\n<p>\u904e\u53bb\u306e\u5e02\u6cc1\u3092\u78ba\u8a8d\u3057\u3088\u3046!!<\/p>\n<\/p><\/div>\n<p style=\"padding: 15px 20px;margin: 0; text-align:center\"><a href=\"https:\/\/ameblo.jp\/fpmirai\/entry-12945781380.html\"\n\n          target=\"_blank\" style=\"display: inline-block;position: relative;padding: 0.5em 1.4em;text-decoration: none;background: #668ad8;\/*\u30dc\u30bf\u30f3\u8272*\/ color: #FFF; border-bottom: solid 5px #36528c;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/ border-right: solid 5px #5375bd;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/\">1\u304b\u6708\u524d\u306e\u5e02\u6cc1<\/a>&nbsp;<a href=\"https:\/\/ameblo.jp\/fpmirai\/entry-12878574963.html\" target=\"_blank\" style=\"display: inline-block;position: relative;padding: 0.5em 1.4em;text-decoration: none;background: #668ad8;\/*\u30dc\u30bf\u30f3\u8272*\/ color: #FFF; 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