{"id":757,"date":"2026-01-03T08:13:18","date_gmt":"2026-01-02T23:13:18","guid":{"rendered":"https:\/\/www.kabutec.jp\/blog\/?p=757"},"modified":"2026-01-03T08:13:19","modified_gmt":"2026-01-02T23:13:19","slug":"2026%e5%b9%b4%e6%97%a5%e7%b5%8c%e5%b9%b3%e5%9d%87%e6%a0%aa%e4%be%a1%e3%81%af55000%e5%86%86%e5%8f%b0%e3%81%b8%ef%bc%9a%e8%a8%bc%e5%88%b8%e5%90%84%e7%a4%be%e3%81%8c%e5%bc%b7%e6%b0%97%e8%a6%8b%e9%80%9a","status":"publish","type":"post","link":"https:\/\/www.kabutec.jp\/blog\/?p=757","title":{"rendered":"2026\u5e74\u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u306f55,000\u5186\u53f0\u3078\uff1a\u8a3c\u5238\u5404\u793e\u304c\u5f37\u6c17\u898b\u901a\u3057"},"content":{"rendered":"\n

2026\u5e74\u306e\u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u306b\u3064\u3044\u3066\u3001\u4e3b\u8981\u8a3c\u5238\u4f1a\u793e\u30fb\u91d1\u878d\u6a5f\u95a2\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u6e2c\u306f\u5e74\u672b55,000\u301c56,000\u5186<\/strong>\u3067\u3001 Nomura<\/a>2025\u5e74\u672b\u306e50,339\u5186\u304b\u3089\u7d0410%\u306e\u4e0a\u6607\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3002\u5c02\u9580\u5bb6106\u4eba\u8abf\u67fb\u3067\u306f64%\u304c\u5f37\u6c17\u301c\u3084\u3084\u5f37\u6c17<\/strong>\u306e\u30b9\u30bf\u30f3\u30b9\u3092\u793a\u3057\u3001 Diamond +2<\/a>\u4f01\u696d\u696d\u7e3e\u306e2\u6841\u5897\u76ca\u3068\u9ad8\u5e02\u653f\u6a29\u306e\u7a4d\u6975\u8ca1\u653f\u3078\u306e\u671f\u5f85\u304c\u697d\u89b3\u7684\u306a\u898b\u901a\u3057\u306e\u80cc\u666f\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u4e00\u65b9\u3001AI\u30d0\u30d6\u30eb\u5d29\u58ca\u30ea\u30b9\u30af\u3084\u65e5\u9280\u5229\u4e0a\u3052\u306e\u5f71\u97ff\u306b\u306f\u8b66\u6212\u304c\u5fc5\u8981\u3067\u3001\u60f3\u5b9a\u30ec\u30f3\u30b8\u306f45,000\u301c59,000\u5186<\/strong>\u3068\u5e45\u5e83\u3044\u3002<\/p>\n\n\n\n

\u4e3b\u8981\u8a3c\u5238\u4f1a\u793e\u306e\u4e88\u6e2c\u306f54,000\u301c56,000\u5186\u306b\u96c6\u4e2d<\/h2>\n\n\n\n

\u56fd\u5185\u5916\u306e\u4e3b\u8981\u91d1\u878d\u6a5f\u95a2\u306b\u3088\u308b2026\u5e74\u672b\u306e\u65e5\u7d4c\u5e73\u5747\u4e88\u6e2c\u306f\u3001\u5168\u4f53\u7684\u306b\u5f37\u6c17\u306a\u898b\u901a\u3057\u304c\u512a\u52e2\u3067\u3042\u308b\u3002\u91ce\u6751\u8b49\u5238\u306f\u30e1\u30a4\u30f3\u30b7\u30ca\u30ea\u30aa\u3068\u3057\u306655,000\u5186<\/strong>\u3092\u4e88\u6e2c\u3057\u3001 Nomura<\/a>\u4e0a\u632f\u308c\u6642\u306f59,000\u5186\u3001\u4e0b\u632f\u308c\u6642\u306f48,000\u5186\u3092\u60f3\u5b9a\u3059\u308b\u3002 Nomura<\/a>nomura<\/a>\u5927\u548c\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f56,000\u5186<\/strong>\u3092\u63b2\u3052\u30012027\u5e74\u672b\u306b\u306f6\u4e07\u5186\u5230\u9054\u3082\u8996\u91ce\u306b\u5165\u308c\u3066\u3044\u308b\u3002 Daiwa Asset Management<\/a>\u4e09\u4e95\u4f4f\u53cbDS\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f54,500\u5186<\/strong>\u3001 Sumitomo Mitsui DS Asset Management<\/a>SMBC\u65e5\u8208\u8a3c\u5238\u306f58,000\u5186<\/strong> SMB Nikko<\/a>\u3068\u3001\u3044\u305a\u308c\u30825\u4e07\u5186\u53f0\u534a\u3070\u304b\u3089\u5f8c\u534a\u3092\u4e88\u6e2c\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u304c\u307e\u3068\u3081\u305f\u5e02\u5834\u4e88\u60f3\u5e73\u5747\u306f58,040\u5186<\/strong> IG<\/a>\u3068\u6700\u3082\u5f37\u6c17\u306a\u6c34\u6e96\u3092\u793a\u3059 IG<\/a>\u4e00\u65b9\u3001UBS\u306f54,000\u5186<\/strong>\u3001 The Japan Times<\/a>IG\u8a3c\u5238\u306f52,000\u5186<\/strong> IG<\/a>\u3068\u3084\u3084\u4fdd\u5b88\u7684\u306a\u898b\u65b9\u3082\u5b58\u5728\u3059\u308b\u3002\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u3084JP\u30e2\u30eb\u30ac\u30f3\u306a\u3069\u5916\u8cc7\u7cfb\u5927\u624b\u306f\u65e5\u7d4c\u5e73\u5747\u306e\u5177\u4f53\u7684\u306a\u76ee\u6a19\u5024\u3092\u516c\u8868\u3057\u3066\u3044\u306a\u3044\u304c\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u682a\u5f0f\u5e02\u5834\u306b\u5bfe\u3057\u3066\u306f\u5f37\u6c17\u59ff\u52e2\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u5c02\u9580\u5bb6106\u4eba\u3092\u5bfe\u8c61\u3068\u3057\u305f\u30c0\u30a4\u30e4\u30e2\u30f3\u30c9\u30fb\u30b6\u30a4\u8abf\u67fb\u3067\u306f\u3001\u9ad8\u5024\u4e88\u60f3\u306e\u5e73\u5747\u304c56,721\u5186<\/strong>\u3001\u5b89\u5024\u4e88\u60f3\u306e\u5e73\u5747\u304c45,291\u5186<\/strong>\u3068\u306a\u3063\u305f\u3002\u6700\u3082\u697d\u89b3\u7684\u306a\u4e88\u6e2c\u306f66,000\u5186<\/strong>\u3001\u6700\u3082\u60b2\u89b3\u7684\u306a\u4e88\u6e2c\u306f33,000\u5186<\/strong>\u3067\u3001\u4e88\u6e2c\u306e\u3070\u3089\u3064\u304d\u304c\u6975\u3081\u3066\u5927\u304d\u3044\u3053\u3068\u304c\u7279\u5fb4\u7684\u3060\u3002 Diamond<\/a><\/p>\n\n\n\n

\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa\u3067\u306f6\u4e07\u5186\u7a81\u7834\u3082\u8996\u91ce<\/h2>\n\n\n\n

\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa\u306e\u524d\u63d0\u6761\u4ef6\u306f\u3001AI\u30fbDX\u6295\u8cc7\u306e\u6210\u529f\u3001ROE\u6539\u5584\u3078\u306e\u78ba\u4fe1\u5ea6\u5411\u4e0a\u3001\u305d\u3057\u3066\u9ad8\u5e02\u653f\u6a29\u306e\u6210\u9577\u6226\u7565\u306e\u5177\u4f53\u5316\u3067\u3042\u308b\u3002\u91ce\u6751\u8b49\u5238\u306e\u4e0a\u632f\u308c\u30b7\u30ca\u30ea\u30aa\uff0859,000\u5186<\/strong>\uff09\u3067\u306f\u3001TOPIX\u306eROE\u304c2026\u5e74\u5ea6\u306b10%\u524d\u5f8c\u306b\u5230\u9054\u3057\u3001PBR1.6\u301c1.7\u500d\u304c\u6b63\u5f53\u5316\u3055\u308c\u308b\u5c55\u958b\u3092\u60f3\u5b9a\u3057\u3066\u3044\u308b\u3002 Nomura<\/a>\u4e09\u83f1UFJ e\u30b9\u30de\u30fc\u30c8\u8a3c\u5238\u306e\u6cb3\u5408\u9054\u61b2\u6c0f\u306f\u300cPER\u306e\u4e2d\u5fc3\u5024\u304c15\u500d\u304b\u308918\u500d\u3078\u5207\u308a\u4e0a\u304c\u3063\u305f\u300d\u3068\u5206\u6790\u3057\u3001** Diamond<\/a>EPS3,000\u5186\u00d7PER20\u500d\uff1d\u65e5\u7d4c\u5e73\u57476\u4e07\u5186**\u3068\u3044\u3046\u8a08\u7b97\u5f0f\u3092\u63d0\u793a\u3057\u3066\u3044\u308b\u3002 Kabu.com<\/a><\/p>\n\n\n\n

\u5f31\u6c17\u30b7\u30ca\u30ea\u30aa\u306e\u4e3b\u306a\u30ea\u30b9\u30af\u8981\u56e0\u306f3\u3064\u3042\u308b\u3002\u7b2c\u4e00\u306bAI\u30d0\u30d6\u30eb\u5d29\u58ca<\/strong>\u3067\u3001\u65e5\u7d4c\u5e73\u5747\u5bc4\u4e0e\u5ea6\u4e0a\u4f4d4\u9298\u67c4\u304cAI\u95a2\u9023\u3068\u3044\u3046\u69cb\u9020\u7684\u306a\u8106\u5f31\u6027\u304c\u6307\u6458\u3055\u308c\u3066\u3044\u308b\u3002 Diamond<\/a>\u7b2c\u4e8c\u306b\u65e5\u9280\u5229\u4e0a\u3052\u3068\u5186\u9ad8\u9032\u884c<\/strong>\u3067\u30012024\u5e74\u306b\u7d4c\u9a13\u3057\u305f\u5186\u30ad\u30e3\u30ea\u30fc\u30c8\u30ec\u30fc\u30c9\u5dfb\u304d\u623b\u3057\u306b\u3088\u308b1\u4e07\u5186\u8d85\u306e\u6025\u843d\u304c\u518d\u6765\u3059\u308b\u30ea\u30b9\u30af\u304c\u3042\u308b\u3002 IG<\/a>\u7b2c\u4e09\u306b\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u306e\u518d\u71c3<\/strong>\u3067\u3001\u7c73\u4e2d\u8cbf\u6613\u6469\u64e6\u306e\u6fc0\u5316\u304c\u61f8\u5ff5\u6750\u6599\u3068\u306a\u308b\u3002\u91ce\u6751\u8b49\u5238\u306e\u4e0b\u632f\u308c\u30b7\u30ca\u30ea\u30aa\u3067\u306f48,000\u5186<\/strong>\u3092\u60f3\u5b9a Nomura<\/a>\u3057\u3001 Nomura<\/a>\u591a\u304f\u306e\u5c02\u9580\u5bb6\u304c1\u301c2\u6708\u306b\u5e74\u9593\u5b89\u5024<\/strong>\u304c\u6765\u308b\u53ef\u80fd\u6027\u3092\u6307\u6458\u3057\u3066\u3044\u308b\u3002 Diamond<\/a><\/p>\n\n\n\n

\u4f01\u696d\u696d\u7e3e\u306e2\u6841\u5897\u76ca\u304c\u682a\u4fa1\u4e0a\u6607\u306e\u539f\u52d5\u529b<\/h2>\n\n\n\n

2026\u5e74\u306e\u65e5\u7d4c\u5e73\u5747\u3092\u5de6\u53f3\u3059\u308b\u6700\u5927\u306e\u8981\u56e0\u306f\u4f01\u696d\u696d\u7e3e<\/strong>\u3067\u3042\u308b\u30022026\u5e74\u5ea6\uff082027\u5e743\u6708\u671f\uff09\u306e\u696d\u7e3e\u898b\u901a\u3057\u306f\u3001\u55b6\u696d\u5229\u76ca\u3067\u524d\u5e74\u5ea6\u6bd4**+12\u301c15%\u306e\u5897\u76ca\u3001 Kabu.com<\/a>\u7d14\u5229\u76ca\u3067<\/strong>+14.6\u301c15%\u306e\u5897\u76ca\u304c\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3002 Sumitomo Mitsui DS Asset Management<\/a>Sumitomo Mitsui DS Asset Management<\/a>\u65e5\u7d4c\u5e73\u5747\u30d9\u30fc\u30b9\u306eEPS\u306f2025\u5e74\u5ea6\u306e\u7d042,690\u5186\u304b\u30892026\u5e74\u5ea6\u306b\u306f<\/strong>3,000\u5186\u5f37**\u3078\u306e\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3001\u3053\u308c\u304c\u682a\u4fa1\u4e0a\u6607\u306e\u539f\u52d5\u529b\u3068\u306a\u308b\u3002 Kabu.com<\/a><\/p>\n\n\n\n

\u65e5\u9280\u306e\u91d1\u878d\u653f\u7b56\u3082\u91cd\u8981\u306a\u5909\u52d5\u8981\u56e0\u3060\u3002\u73fe\u5728\u306e\u653f\u7b56\u91d1\u5229\u306f30\u5e74\u3076\u308a\u9ad8\u6c34\u6e96\u306e0.75%\u3067\u30012026\u5e74\u306f\u534a\u5e74\u306b1\u56de\u7a0b\u5ea6\u306e\u30da\u30fc\u30b9\u3067\u5229\u4e0a\u3052\u304c\u7d99\u7d9a Nikkei<\/a>\u3057\u3001\u5e74\u672b\u306b\u306f1.25%\u7a0b\u5ea6<\/strong>\u306b\u5230\u9054\u3059\u308b\u898b\u901a\u3057\u3067\u3042\u308b\u3002 Investing.com<\/a>\u9577\u671f\u91d1\u5229\uff0810\u5e74\u56fd\u50b5\u5229\u56de\u308a\uff09\u306f2%\u53f0\u3067\u63a8\u79fb\u3057\u3066\u304a\u308a\u3001 Rakuten Securities<\/a>\u91d1\u878d\u682a\u306b\u306f\u8ffd\u3044\u98a8\u3060\u304c\u3001\u4e0d\u52d5\u7523\u682a\u306b\u3068\u3063\u3066\u306f\u9006\u98a8\u3068\u306a\u308b\u3002<\/p>\n\n\n\n

\u70ba\u66ff\u76f8\u5834\u306b\u3064\u3044\u3066\u306f\u3001\u91ce\u6751\u8b49\u5238\u304c2026\u5e74\u672b\u306b1\u30c9\u30eb\uff1d140\u5186<\/strong>\u3078\u306e\u5186\u9ad8\u3092\u4e88\u6e2c\u3059\u308b Nomura<\/a>\u4e00\u65b9\u3001\u9ad8\u5e02\u653f\u6a29\u306e\u7a4d\u6975\u8ca1\u653f\u306b\u3088\u308b\u4e00\u6642\u7684\u306a160\u5186\u5230\u9054\u3082\u30ea\u30b9\u30af\u30b7\u30ca\u30ea\u30aa\u3068\u3057\u3066\u60f3\u5b9a\u3055\u308c\u3066\u3044\u308b\u3002\u65e5\u7c73\u91d1\u5229\u5dee\u306e\u7e2e\u5c0f\u306b\u3088\u308b\u5186\u9ad8\u5727\u529b\u3068\u3001\u8ca1\u653f\u62e1\u5927\u61f8\u5ff5\u306b\u3088\u308b\u5186\u5b89\u5727\u529b\u304c\u7db1\u5f15\u304d\u3059\u308b\u5c55\u958b\u304c\u4e88\u60f3\u3055\u308c\u308b\u3002<\/p>\n\n\n\n

\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3067\u306f\u3001\u7c73\u4e2d\u95a2\u4fc2\u306e\u7dca\u5f35\uff08\u7279\u306bAI\u8987\u6a29\u4e89\u3044\uff09\u3001\u53f0\u6e7e\u60c5\u52e2\u3001\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306e\u95a2\u7a0e\u653f\u7b56\u304c\u4e3b\u8981\u306a\u61f8\u5ff5\u6750\u6599\u3067\u3042\u308b\u3002PwC Japan\u306f2026\u5e74\u306e10\u5927\u30ea\u30b9\u30af\u3068\u3057\u3066\u300c\u30c8\u30e9\u30f3\u30d7\u5916\u4ea4\u3068\u56fd\u969b\u5b89\u4fdd\u4f53\u5236\u306e\u5f31\u4f53\u5316\u300d\u3092\u7b46\u982d\u306b\u6319\u3052\u3066\u3044\u308b\u3002 Nikkei<\/a><\/p>\n\n\n\n

\u9280\u884c\u30bb\u30af\u30bf\u30fc\u304c\u6700\u6709\u671b\u3001\u534a\u5c0e\u4f53\u306f\u9078\u5225\u306e\u5e74<\/h2>\n\n\n\n

\u30bb\u30af\u30bf\u30fc\u5225\u3067\u306f\u3001\u9280\u884c\u30fb\u91d1\u878d\u304c2026\u5e74\u6700\u6709\u671b<\/strong>\u3068\u306e\u8a55\u4fa1\u304c\u591a\u3044\u3002 Diamond<\/a>\u65e5\u9280\u306e\u91d1\u878d\u653f\u7b56\u6b63\u5e38\u5316\u306b\u3088\u308b\u5229\u3056\u3084\u62e1\u5927\u304c\u671f\u5f85\u3055\u308c\u3001 Diamond<\/a>Bloomberg<\/a>\u4e09\u83f1UFJ\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b0\u30eb\u30fc\u30d7\u306f2026\u5e743\u6708\u671f\u7d14\u5229\u76ca1\u5146200\u5104\u5186\uff08+15.1%\uff09\u3001\u4e09\u4e95\u4f4f\u53cb\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30b0\u30eb\u30fc\u30d7\u306f\u7d14\u5229\u76ca1\u51463,000\u5104\u5186\u30673\u671f\u9023\u7d9a\u904e\u53bb\u6700\u9ad8\u76ca\u66f4\u65b0\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u308b\u3002 IG<\/a>\u5c02\u9580\u5bb6\u8abf\u67fb\u3067\u3082\u300c2026\u5e74\u6700\u3082\u597d\u8abf\u306a\u696d\u7a2e\u300d\u306e1\u4f4d\u306b\u9280\u884c\u304c\u9078\u3070\u308c\u305f\u3002 Diamond<\/a><\/p>\n\n\n\n

\u534a\u5c0e\u4f53\u30fb\u96fb\u5b50\u90e8\u54c1\u30bb\u30af\u30bf\u30fc<\/strong>\u306f\u3084\u3084\u5f37\u6c17\u301c\u4e2d\u7acb\u3068\u306e\u898b\u65b9\u304c\u512a\u52e2\u3060\u3002\u4e16\u754c\u534a\u5c0e\u4f53\u5e02\u5834\u306f2026\u5e74\u306b9,754\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+26.3%\uff09\u3078\u6210\u9577\u3059\u308b\u898b\u901a\u3057\u3060\u304c\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u6295\u8cc7\u306e\u6301\u7d9a\u6027\u3078\u306e\u4e0d\u900f\u660e\u611f\u3084\u300cAI\u30d0\u30d6\u30eb\u5d29\u58ca\u300d\u3078\u306e\u8b66\u6212\u304b\u3089\u3001\u52dd\u3061\u7d44\u3068\u8ca0\u3051\u7d44\u306e\u9078\u5225\u304c\u9032\u3080\u5e74\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002\u6ce8\u76ee\u9298\u67c4\u306f\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001SCREEN\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306a\u3069\u3002<\/p>\n\n\n\n

\u9632\u885b\u95a2\u9023<\/strong>\u306f\u56fd\u7b56\u30c6\u30fc\u30de\u3068\u3057\u3066\u5f37\u6c17\u306e\u898b\u901a\u3057\u304c\u7d9a\u304f\u3002 Sumitomo Mitsui DS Asset Management<\/a>2026\u5e74\u5ea6\u9632\u885b\u4e88\u7b97\u6982\u7b97\u8981\u6c42\u984d\u306f\u904e\u53bb\u6700\u5927\u306e8\u51468,454\u5104\u5186<\/strong>\u306b\u9054\u3057\u30012027\u5e74\u5ea6\u306b\u306f\u7d0411\u5146\u5186\u3078\u500d\u5897\u3059\u308b\u898b\u901a\u3057\u3002 Paypay-sec<\/a>\u4e09\u83f1\u91cd\u5de5\u696d\u3001\u5ddd\u5d0e\u91cd\u5de5\u696d\u3001IHI\u304c\u6ce8\u76ee\u9298\u67c4\u3068\u3057\u3066\u6319\u3052\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u3001\u81ea\u52d5\u8eca\u30bb\u30af\u30bf\u30fc<\/strong>\u306f\u4e2d\u7acb\u301c\u3084\u3084\u5f31\u6c17\u3068\u306e\u8a55\u4fa1\u3060\u3002\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u306e\u5f71\u97ff\u4e00\u5de1\u306b\u3088\u308b\u696d\u7e3e\u56de\u5fa9\u306f\u671f\u5f85\u3055\u308c\u308b\u3082\u306e\u306e\u3001 Sumitomo Mitsui DS Asset Management<\/a>EV\u5e02\u5834\u3067\u306e\u65e5\u672c\u52e2\u306e\u51fa\u9045\u308c\u3084\u3001\u30db\u30f3\u30c0\u30fb\u65e5\u7523\u306e\u696d\u7e3e\u60aa\u5316\u306a\u3069\u69cb\u9020\u7684\u306a\u8ab2\u984c\u304c\u6b8b\u308b\u3002\u4e0d\u52d5\u7523\u30bb\u30af\u30bf\u30fc<\/strong>\u3082\u91d1\u5229\u4e0a\u6607\u304c\u9006\u98a8\u3068\u306a\u308a\u3001\u4e2d\u7acb\u301c\u3084\u3084\u5f31\u6c17\u306e\u898b\u901a\u3057\u3068\u306a\u3063\u3066\u3044\u308b\u3002 Rakuten Securities<\/a><\/p>\n\n\n\n

2025\u5e74\u306e\u98db\u8e8d\u304c2026\u5e74\u4e88\u6e2c\u306e\u571f\u53f0\u306b<\/h2>\n\n\n\n

2025\u5e74\u306e\u65e5\u7d4c\u5e73\u5747\u306f\u5927\u7d0d\u4f1a\u7d42\u502450,339\u518648\u92ad<\/strong>\u3067\u7740\u5730\u3057\u3001 TRADING ECONOMICS<\/a>\u5e74\u9593\u9a30\u843d\u7387\u306f**+26.18%\u3068\u3044\u3046\u5927\u5e45\u4e0a\u6607\u3092\u8a18\u9332\u3057\u305f\u3002 SBI\u8a3c\u5238 \u6295\u8cc7\u60c5\u5831\u30e1\u30c7\u30a3\u30a2<\/a>10\u6708\u306b\u521d\u3081\u30665\u4e07\u5186\u3092\u7a81\u7834\u3057\u3001 Diamond<\/a>11\u67084\u65e5\u306b\u306f\u904e\u53bb\u6700\u9ad8\u5024<\/strong>52,636\u518687\u92ad\u3092\u30de\u30fc\u30af\u3057\u305f\u3002\u5e74\u9593\u5909\u52d5\u5e45\u306f21,844\u5186\u3068<\/strong>1990\u5e74\u4ee5\u676535\u5e74\u3076\u308a\u306e\u6700\u5927\u30ec\u30f3\u30b8**\u3068\u306a\u308a\u30014\u6708\u306e\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u30b7\u30e7\u30c3\u30af\u3067\u5e74\u521d\u6765\u5b89\u502430,792\u5186\u307e\u3067\u6025\u843d\u3057\u305f\u5f8c\u3001AI\u95a2\u9023\u682a\u306e\u4e0a\u6607\u306b\u3088\u308aV\u5b57\u56de\u5fa9\u3092\u9042\u3052\u305f\u3002<\/p>\n\n\n\n

\u73fe\u5728\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f12\u30f6\u6708\u5148\u4e88\u60f3PER\u306716.8\u500d<\/strong>\u3068\u904e\u53bb\u5e73\u5747\u3092\u3084\u3084\u4e0a\u56de\u308b\u6c34\u6e96\u306b\u3042\u308b\u3002 Nomura<\/a>\u7d76\u5bfe\u8a55\u4fa1\u3067\u306f\u5272\u9ad8\u611f\u304c\u3042\u308b\u3082\u306e\u306e\u3001\u7c73\u56fd\u682a\u3068\u306e\u76f8\u5bfe\u6bd4\u8f03\u3067\u306f\u4f9d\u7136\u3068\u3057\u3066\u5272\u5b89\u3068\u306e\u898b\u65b9\u304c\u591a\u3044\u30022026\u5e74\u5ea6\u4e88\u60f3\u30d9\u30fc\u30b9\u3067\u306f16.0\u301c16.3\u500d\u3068\u3084\u3084\u5272\u9ad8\u611f\u304c\u4f4e\u4e0b\u3059\u308b\u898b\u8fbc\u307f\u3067\u3042\u308b\u3002 Nomura<\/a><\/p>\n\n\n\n

\u7d50\u8ad6\uff1a\u4e0a\u6607\u7d99\u7d9a\u3082\u8b66\u6212\u30b7\u30b0\u30ca\u30eb\u306b\u6ce8\u610f<\/h2>\n\n\n\n

2026\u5e74\u306e\u65e5\u7d4c\u5e73\u5747\u306f\u3001\u4f01\u696d\u696d\u7e3e\u306e2\u6841\u5897\u76ca\u3001\u9ad8\u5e02\u653f\u6a29\u306e\u6210\u9577\u6226\u7565\u3001\u8131\u30c7\u30d5\u30ec\u306e\u5b9a\u7740\u3092\u8ffd\u3044\u98a8\u306b55,000\u301c56,000\u5186<\/strong>\u3078\u306e\u4e0a\u6607\u304c\u57fa\u672c\u30b7\u30ca\u30ea\u30aa\u3068\u306a\u308b\u3002 Sumitomo Mitsui DS Asset Management<\/a>\u5f37\u6c17\u6d3e\u306f6\u4e07\u5186\u7a81\u7834\u3092\u8996\u91ce\u306b\u5165\u308c\u3001\u5f31\u6c17\u6d3e\u306f4\u4e07\u5186\u53f0\u524d\u534a\u3078\u306e\u8abf\u6574\u3092\u8b66\u6212\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u6295\u8cc7\u5224\u65ad\u306b\u304a\u3044\u3066\u306f\u4ee5\u4e0b\u306e\u70b9\u306b\u7559\u610f\u3059\u3079\u304d\u3060\u308d\u3046\u3002\u5e72\u652f\u306e\u683c\u8a00\u300c\u5348\u5c3b\u4e0b\u304c\u308a<\/strong>\u300d\uff08\u5348\u5e74\u306f\u5341\u4e8c\u652f\u3067\u5e74\u9593\u30ea\u30bf\u30fc\u30f3\u6700\u4f4e\u306e+4.0%\uff09\u3078\u306e\u8b66\u6212\u3001 Kabu.com<\/a>2023\u5e74\u304b\u30893\u5e74\u9023\u7d9a\u4e0a\u6607\u5f8c\u306e\u8abf\u6574\u30ea\u30b9\u30af\u3001 SBI\u8a3c\u5238 \u6295\u8cc7\u60c5\u5831\u30e1\u30c7\u30a3\u30a2<\/a>\u305d\u3057\u3066AI\u95a2\u9023\u682a\u3078\u306e\u904e\u5ea6\u306a\u4f9d\u5b58\u69cb\u9020\u3067\u3042\u308b\u3002\u4e0a\u6607\u30c8\u30ec\u30f3\u30c9\u306e\u300c\u4e2d\u76e4\u304b\u3089\u7d42\u76e4\u300d\u306b\u4f4d\u7f6e\u3059\u308b\u53ef\u80fd\u6027\u3092\u610f\u8b58\u3057\u3064\u3064\u3001 Rakuten Securities<\/a>\u30bb\u30af\u30bf\u30fc\u30ed\u30fc\u30c6\u30fc\u30b7\u30e7\u30f3\uff08\u30cf\u30a4\u30c6\u30af\u304b\u3089\u30d0\u30ea\u30e5\u30fc\u30fb\u91d1\u878d\u3078\u306e\u30b7\u30d5\u30c8\uff09\u3068\u9298\u67c4\u9078\u5225\u304c\u91cd\u8981\u306a\u5e74\u3068\u306a\u308a\u305d\u3046\u3060\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2026\u5e74\u306e\u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u306b\u3064\u3044\u3066\u3001\u4e3b\u8981\u8a3c\u5238\u4f1a\u793e\u30fb\u91d1\u878d\u6a5f\u95a2\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u6e2c\u306f\u5e74\u672b55,000\u301c56,000\u5186\u3067\u3001 Nomura2025\u5e74\u672b\u306e50,339\u5186\u304b\u3089\u7d0410%\u306e\u4e0a\u6607\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3002\u5c02\u9580\u5bb6106\u4eba\u8abf\u67fb\u3067\u306f64%\u304c\u5f37 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"_links":{"self":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/757"}],"collection":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=757"}],"version-history":[{"count":1,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/757\/revisions"}],"predecessor-version":[{"id":758,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/757\/revisions\/758"}],"wp:attachment":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}