{"id":4256,"date":"2026-03-07T07:19:44","date_gmt":"2026-03-06T22:19:44","guid":{"rendered":"http:\/\/barms.jp\/?p=4256"},"modified":"2026-03-07T07:19:48","modified_gmt":"2026-03-06T22:19:48","slug":"3%e6%9c%88%e7%ac%ac1%e9%80%b1%e3%81%ae%e5%b8%82%e6%b3%81-10","status":"publish","type":"post","link":"http:\/\/barms.jp\/?p=4256","title":{"rendered":"3\u6708\u7b2c1\u9031\u306e\u5e02\u6cc1"},"content":{"rendered":"<h3><span style=\"color:#009944;\">2026\/3\/2&nbsp;&nbsp; &nbsp;\u6708<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306e\u95a2\u7a0e\u554f\u984c\u3068\u4e16\u754c\u7684\u306a\u5730\u653f\u5b66\u7684\u306a\u91d1\u66dc\u306e\u9ad8\u307e\u308a\u3092\u80cc\u666f\u306b\u5e02\u5834\u306f\u5024\u3092\u4e0b\u3052\u305f\u3002\u4e3b\u89813\u6307\u6570\u306f\u3044\u305a\u308c\u3082\u5024\u4e0b\u304c\u308a\u3002\u82f1\u56fd\u306e\u4f4f\u5b85\u30ed\u30fc\u30f3\u4f1a\u793e\u306e\u7834\u7dbb\u306b\u5f71\u97ff\u3092\u53d7\u3051\u3066Jefferies Financial\u3084Wells Fargo\u3068\u3044\u3063\u305f\u9280\u884c\u682a\u304c\u5927\u304d\u304f\u5024\u3092\u4e0b\u3052\u305f\u305f\u3081\u91d1\u878d\u95a2\u9023\u304c\u5024\u4e0b\u304c\u308a\u3002\u3055\u3089\u306b\u3001AI\u95a2\u9023\u306e\u6df7\u4e71\u306e\u4e2d\u3001\u534a\u5c0e\u4f53\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u682a\u304c1%\u4ee5\u4e0a\u5024\u3092\u4e0b\u3052\u308b\u3002\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u306a\u65e5\u7528\u6d88\u8cbb\u8ca1\u3001\u30d8\u30eb\u30b9\u30b1\u30a2\u3001\u516c\u76ca\u3068\u3044\u3063\u305f\u30bb\u30af\u30bf\u30fc\u306f\u5024\u4e0a\u304c\u308a\u3002\u307e\u305f\u3001\u751f\u7523\u8005\u7269\u4fa1\u6307\u6570\u304c\u4e88\u60f3\u4ee5\u4e0a\u306b\u4e0a\u6607\u3057\u3001Fed\u304c\u91d1\u5229\u3092\u4e0b\u3052\u306b\u304f\u304f\u306a\u3063\u305f\u3068\u3082\u898b\u3089\u308c\u3066\u3044\u308b\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u3001\u91d1\u878d\u3084AI\u95a2\u9023\u306f\u8edf\u8abf\u3067\u3042\u3063\u305f\u304c\u3001\u597d\u8abf\u306a\u4f01\u696d\u53ce\u76ca\u306b\u652f\u3048\u3089\u308c\u3066\u5e02\u5834\u306f\u4e0a\u6607\u3002\u4f4f\u5b85\u30ed\u30fc\u30f3\u95a2\u9023\u3067\u306fBarclays\u304c4.2%\u5024\u3092\u4e0b\u3052\u305f\u3002\u307e\u305f\u3001\u30b9\u30da\u30a4\u30f3\u306eSantander\u30822.8%\u682a\u4fa1\u4e0b\u843d\u3002\u4e00\u65b9\u3067\u30d8\u30eb\u30b9\u30b1\u30a2\u3084\u98f2\u6599\u95a2\u9023\u304c\u5024\u4e0a\u304c\u308a<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20260307\/07\/fpmirai\/7a\/95\/p\/o0465050915757982662.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"460\" src=\"https:\/\/stat.ameba.jp\/user_images\/20260307\/07\/fpmirai\/7a\/95\/p\/o0465050915757982662.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#0000ff;\">2026\/3\/3&nbsp;&nbsp; &nbsp;\u706b<\/span>&nbsp;<\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u5f53\u521d\u5024\u3092\u4e0b\u3052\u305f\u304c\u3001\u305d\u306e\u5f8c\u3001\u5e02\u5834\u306f\u4e0a\u6607\u3057\u3001\u4e3b\u89813\u6307\u6570\u306f\u3044\u305a\u308c\u3082\u5024\u3092\u4e0a\u3052\u305f\u3002\u65c5\u884c\u30fb\u822a\u7a7a\u696d\u754c\u306f\u65c5\u884c\u306e\u30ad\u30e3\u30f3\u30bb\u30eb\u306a\u3069\u306e\u5f71\u97ff\u3067\u5024\u3092\u4e0b\u3052\u305f\u304c\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u95a2\u9023\u306e\u4e0a\u6607\u304c\u305d\u308c\u3092\u88dc\u3063\u305f\u3002\u307e\u305f\u3001Nvidia\u304c2.8%\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c1.5%\u682a\u4fa1\u304c\u4e0a\u6607\u3057\u3001\u5148\u6708\u306e\u5927\u304d\u306a\u4e0b\u843d\u304b\u3089\u5e7e\u5206\u56de\u5fa9\u3002Lockheed \u200bMartin\u304c2.5%\u682a\u4fa1\u3092\u4e0a\u3052\u308b\u306a\u3069\u3001\u9632\u885b\u95a2\u9023\u3082\u5024\u3092\u4e0a\u3052\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u7c73\u30a4\u30b9\u30e9\u30a8\u30eb\u306e\u30a4\u30e9\u30f3\u3078\u306e\u653b\u6483\u306e\u7d42\u7d50\u304c\u898b\u3048\u306a\u3044\u4e2d\u3001\u3053\u30533\u304b\u6708\u3067\u6700\u5927\u306e\u5024\u4e0b\u304c\u308a\u3068\u306a\u3063\u305f\u3002\u307e\u305f\u3001\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u6307\u6570\u306f11\u6708\u4e2d\u65ec\u4ee5\u964d\u3067\u6700\u9ad8\u306e\u6570\u5024\u306b\u306a\u3063\u3066\u3044\u308b\u3002HSBC\u3001Santander\u3001Allianz\u306a\u3069\u304c3-5%\u5024\u3092\u4e0b\u3052\u308b\u4e2d\u3001\u9280\u884c\u30bb\u30af\u30bf\u30fc\u306f3.2%\u306e\u5024\u4e0b\u304c\u308a\u3002\u305d\u306e\u307b\u304b\u3001\u7523\u696d\u3001\u9ad8\u7d1a\u54c1\u3068\u3044\u3063\u305f\u30bb\u30af\u30bf\u30fc\u3082\u5024\u4e0b\u304c\u308a\u3002\u4e00\u65b9\u3067\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u30bb\u30af\u30bf\u30fc\u306f\u539f\u6cb9\u4fa1\u683c\u306e\u4e0a\u6607\u3092\u53d7\u3051\u3066\u4e0a\u6607\u3002BP\u3001Shell\u3001TotalEnergies\u306a\u3069\u304c2-3%\u306e\u5024\u4e0a\u304c\u308a\u3002\u30eb\u30d5\u30c8\u30cf\u30f3\u30b6\u3001IAG\u3001Air France KLM\u306a\u3069\u30825.5-9%\u5024\u3092\u4e0b\u3052\u305f<\/p>\n<h3><span style=\"color:#00afff;\">2026\/3\/4&nbsp;&nbsp; &nbsp;\u6c34<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u4e2d\u6771\u3067\u306e\u7d1b\u4e89\u304c\u5f53\u521d\u4e88\u60f3\u3057\u3066\u3044\u305f\u3088\u308a\u9577\u671f\u5316\u3057\u305d\u3046\u3067\u3042\u308b\u3053\u3068\u304c\u61f8\u5ff5\u3055\u308c\u3001\u4e3b\u89813\u6307\u6570\u306f\u3044\u305a\u308c\u3082\u5024\u3092\u4e0b\u3052\u305f\u3002\u822a\u7a7a\u95a2\u9023\u306f\u5f53\u521d\u5024\u3092\u4e0b\u3052\u305f\u304c\u3001\u5348\u5f8c\u306b\u306fAmerican Airlines\u304c1.5%\u306e\u682a\u9ad8\u306b\u306a\u308a\u3001\u7d50\u679c\u7684\u306b\u306f\u5024\u3092\u4e0a\u3052\u305f\u3002\u91d1\u878d\u682a\u306f\u5168\u4f53\u7684\u306b\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001Blackstone\u306f\u4e3b\u8981\u30d5\u30a1\u30f3\u30c9\u3078\u306e\u89e3\u7d04\u306e\u7533\u3057\u51fa\u304c\u6025\u5897\u3057\u3001\u682a\u4fa1\u306f1.2%\u5024\u3092\u4e0b\u3052\u305f\u3002Target\u306f\u5e74\u9593\u306e\u8ca9\u58f2\u304c\u4e88\u60f3\u3092\u8d85\u3048\u305f\u3053\u3068\u304b\u30897%\u4ee5\u4e0a\u682a\u4fa1\u4e0a\u6607\u3002ISM\u6307\u6570\u306f\u65b0\u898f\u53d7\u6ce8\u304c\u4f38\u3073\u305f\u3053\u3068\u3082\u3042\u308a2\u304b\u6708\u9023\u7d9a\u306e\u4e0a\u6607\u3068\u306a\u3063\u305f\u3002\u6b27\u5dde\u5e02\u5834\u306f\u3001\u682a\u4fa1\u306f\u5927\u304d\u304f\u5024\u3092\u4e0b\u3052\u305f\u3002\u7279\u306b\u3001\u4e2d\u6771\u3078\u306e\u95a2\u4e0e\u306e\u5f37\u3044\u82f1\u56fd\u306e\u9280\u884c\u3067\u306fHSBC\u304c5.2%\u5024\u3092\u4e0b\u3052\u308b\u306a\u3069\u3001\u9280\u884c\u95a2\u9023\u304c\u5927\u304d\u304f\u5024\u3092\u4e0b\u3052\u305f\u307b\u304b\u3001\u3059\u3079\u3066\u306e\u30bb\u30af\u30bf\u30fc\u3067\u5024\u4e0b\u304c\u308a\u3002\u822a\u7a7a\u682a\u3082\u5927\u304d\u304f\u5024\u3092\u4e0b\u3052\u3001Air France-KLM\u306f8%\u8fd1\u304f\u682a\u4fa1\u4e0b\u843d<\/p>\n<h3><span style=\"color:#ff7f00;\">2026\/3\/5&nbsp;&nbsp; &nbsp;\u6728<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u30a4\u30e9\u30f3\u306e\u60c5\u5831\u6a5f\u95a2\u304cCIA\u3068\u306e\u5bfe\u8a71\u3092\u671b\u3093\u3067\u3044\u308b\u3053\u3068\u304c\u5831\u3058\u3089\u308c\u3001\u682a\u4fa1\u306f\u4e3b\u89813\u6307\u6570\u3044\u305a\u308c\u3082\u4e0a\u6607\u3002Nvidia\u304c2.3%\u3001Amazon\u304c3.7%\u3001Applied Digita\u304c9.3%\u306a\u3069\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u95a2\u4fc2\u304c\u4e0a\u6607\u3002 ConocoPhillips\u304c2%\u4ee5\u4e0a\u5024\u3092\u4e0b\u3052\u308b\u306a\u3069\u30a8\u30cd\u30eb\u30ae\u30fc\u95a2\u9023\u306f\u5024\u4e0b\u304c\u308a\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u682a\u5f0f\u306f\u30ea\u30d0\u30a6\u30f3\u30c9\u3002\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u304c\u5b89\u5b9a\u3057\u305f\u3002\u30bb\u30af\u30bf\u30fc\u5225\u3067\u306f\u9280\u884c\u3084\u65c5\u884c\u30fb\u30ec\u30b8\u30e3\u30fc\u3001\u3042\u308b\u3044\u306f\u3001\u7523\u696d\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306a\u3069\u3082\u5024\u4e0a\u304c\u308a\u3002\u4e00\u65b9\u3067\u3001PMI\u6307\u6570\u306f\u5e7e\u5206\u4e0a\u6607\u3002\u30c9\u30a4\u30c4\u306f4\u304b\u6708\u9023\u7d9a\u3067\u6210\u9577\u3057\u305f\u304c\u3001\u30d5\u30e9\u30f3\u30b9\u306f\u6307\u6570\u306f\u7e2e\u5c0f\u3057\u3001\u30a4\u30bf\u30ea\u30a2\u3067\u306f\u6210\u9577\u304c\u920d\u5316\u3057\u305f\u3002\u82f1\u56fd\u306e\u4f4f\u5b85\u4f1a\u793eVistry\u306fCEO\u304c\u9000\u4efb\u3059\u308b\u3053\u3068\u3092\u516c\u8868\u3057\u3001\u682a\u4fa1\u306f25%\u4e0b\u843d<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20260307\/07\/fpmirai\/8b\/3d\/p\/o0663063115757982661.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"400\" src=\"https:\/\/stat.ameba.jp\/user_images\/20260307\/07\/fpmirai\/8b\/3d\/p\/o0663063115757982661.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#ff007d;\">2026\/3\/6&nbsp;&nbsp; &nbsp;\u91d1<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u4e2d\u6771\u3067\u306e\u7d1b\u4e89\u304c6\u65e5\u76ee\u306b\u5165\u308a\u3001\u539f\u6cb9\u4fa1\u683c\u306e\u9ad8\u9a30\u3068\u30a4\u30f3\u30d5\u30ec\u3078\u306e\u61f8\u5ff5\u304b\u3089\u682a\u5f0f\u5e02\u5834\u306f\u4e3b\u89813\u6307\u6570\u304c\u3044\u305a\u308c\u3082\u5024\u4e0b\u304c\u308a\u3002\u539f\u6cb9\u4fa1\u683c\u306f8%\u4e0a\u6607\u3057\u30011\u30d0\u30ec\u30eb\u3042\u305f\u308a\u304a\u304a\u3080\u306d80\u30c9\u30eb\u306b\u9054\u3057\u305f\u3002Broadcom\u306f\u6765\u5e74\u306eAI\u95a2\u9023\u5c3e\u58f2\u308a\u4e0a\u3052\u304c1000\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3068\u4e88\u60f3\u3057\u3001\u682a\u4fa1\u306f3.2\uff05\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u4e2d\u6771\u306e\u7d1b\u4e89\u304c\u53ce\u675f\u3059\u308b\u6c17\u914d\u304c\u306a\u3044\u4e2d\u3001\u682a\u5f0f\u5e02\u5834\u306f\u5f53\u521d\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001\u6700\u7d42\u7684\u306b\u306f\u5024\u3092\u4e0b\u3052\u3066\u7d42\u308f\u3063\u305f\u3002\u8f38\u51fa\u95a2\u9023\u682a\u3067\u3042\u308bSiemens Energy\u304c\u7d046%\u5024\u3092\u4e0b\u3052\u305f\u307b\u304b\u3001Rolls-Royce\u3084Rheinmetall\u306a\u3069\u30825%\u4ee5\u4e0a\u5024\u4e0b\u304c\u308a\u3002ECB\u306f2026\u5e74\u91d1\u5229\u3092\u7dad\u6301\u3059\u308b\u3068\u307f\u3089\u308c\u3066\u3044\u308b\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u3078\u306e\u8b66\u6212\u611f\u304c\u5f37\u307e\u3063\u3066\u3044\u308b\u3002\u5bb3\u866b\u99c6\u9664\u306eRentokil Initial\u306f\u5e74\u9593\u5229\u76ca\u304c4%\u4e0a\u6607\u3057\u682a\u4fa1\u306f10%\u4ee5\u4e0a\u4e0a\u6607<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20260307\/07\/fpmirai\/d5\/64\/p\/o0707037615757982665.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"223\" src=\"https:\/\/stat.ameba.jp\/user_images\/20260307\/07\/fpmirai\/d5\/64\/p\/o0707037615757982665.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-12955898521.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-12889223030.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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