ç±³ãã¤ãã³æ¿æ¨©ãæ¥é±æ©ããä¸å½ã«é¢ç¨ã«é¢ããéè¦ãªçºè¡¨ãè¡ãè¦è¾¼ã¿ã§ãããããã¯åå°ä½ã太é½å
çºé»ãé»æ°èªåè»ã«å½±é¿ãåã¼ã㨠Bloomberg ãæ
å ±æä¾è
ã«ããã¨å ±ãã¦ãã¾ãã追å é¢ç¨ã®å¯è½æ§ã¯åºãç¥ããã¦ãã¾ããããä»åã¯å
·ä½çã«ã¿ã¼ã²ããã¨ãªãç£æ¥ãç¹å®ããã¾ãããããã«ããã¤ãã³ã®æ¥é±ã®æ¼èª¬å¾ãå京ã¯æãã®ã³ã¡ã³ããçºè¡¨ããå ±å¾©æªç½®ãç¶ãè¦è¾¼ã¿ã§ãã
é¢ä¿è
2人ã«ããã¨ãä¸å½ã®ãæ°ãã3ã¤ãã®ç·ã®ååã«é¢ç¨ã課ã決å®ã¯ã2018å¹´ã«åä»»ã®ãã©ã³ã大統é ã«ãã£ã¦æåã«å°å
¥ããã第301æ¡é¢ç¨ã®åæ¤è¨ã®çµæã§ããé¢ç¨ã¯ä¸»ã«é»æ°èªåè»ãããããªã¼ã太é½é»æ± ã対象ã¨ããæ¢åã®é¢ç¨ã¯ç¶æããã¾ããçºè¡¨ã¯ç«ææ¥ã«äºå®ããã¦ããã¨è¿°ã¹ã¦ãã¾ãã
å
æã大統é ã¯ä¸å½ã®éé¼ããã³ã¢ã«ããã¦ã ã«25%ã®é¢ç¨ã課ãã¨è¿°ã¹ã¾ãããä»é±åããæ¿æ¨©ã¯Intelã¨Qualcommã®è¼¸åºã©ã¤ã»ã³ã¹ãåãæ¶ããä¸å½ä¼æ¥Huaweiã«åå°ä½ä¾çµ¦ãåæ¢ãããã¨ãçºè¡¨ãã¾ããã
å ±å¾©æªç½®ã¨ãã¦ä¸å½ãã¤ã¼ãã³ãã¹ã¯ã®ãã¹ã©ãææããããç±³å½ã®ãã¦ã¢ãã³ã·ã大è±ã®è¾²ç£ç©è¼¸åºãå¼ãç¶ãæ¸å°ãããå¯è½æ§ãããã¨ãè¿°ã¹ã¦ãã¾ãã
éææ¥ã«ã¯ãä¸å½å¤åçå ±éå®ã®ãªã³ã»ã¸ã£ã³ã¯ããã¢ã¡ãªã«ã¯ééã£ãããæ¹ãä¿®æ£ãã代ããã«ãå¼ãç¶ãçµæ¸ã¨è²¿æåé¡ãæ¿æ²»åãç¶ãã¦ãã¾ããã¨è¿°ã¹ããé¢ç¨ãããã«å¼ãä¸ãããã¨ã¯å·ã«å¡©ãå¡ããã¨ã«çãããã¨ä»ãå ãã¾ããã
ä¸æ¹ãåé¸ãããå ´åããã©ã³ãã¯ä¸å½ã«é¢ç¨ã®æ´¥æ³¢ãå©ãã¤ãããã¨ãç´æãããã¹ã¦ã®ä¸å½è£½åã«60%ã®èª²ç¨ãèªã£ã¦ãã¾ãã
ã¢ã¤ãªã¯å·ã®å
±åå
å¡ã§ããç±³å½ä¸é¢è°å¡ãã£ãã¯ã»ã°ã©ã¹ãªã¼ã¯ãå京ãåå¿ããã ããã¨è¦åãã¦ãã¾ãã
ããã©ã³ããé¢ç¨ã課ãã¨ããä¸å½ãã©ã®ããã«åå¿ãããããã£ã¦ãã¾ã... ããã§è¾²æ¥ãæã¡ã¾ãããç§ã¯ä¸å½ããã©ã³ãæ¿æ¨©ã§è¡ãããã¨åãããã«è¾²æ¥ãæã¤ãã©ããã¯æè¨ã§ãã¾ããããå½¼ãã¯åæããã§ããããã
å¸å ´ã§ã¯ã太é½å
çºé»ä¼ç¤¾ã®ä¸å½æ ªããã¥ã¼ã¹ã«ãã£ã¦ä¸è½ãã¾ãã:
- ä¸æµ·ã®ãã³ã¸æ ªã1.8%ãæ·±ã»ã³ã®JAã½ã¼ã©ã¼ã-1.7%ãé¦æ¸¯ã®æ°é¸ã½ã¼ã©ã¼ã-3.8%ä¸è½
人æ°å
ã¯ãªã³ã·ã§ã¢ããã³ãªãã·ã§ã¢å¸å ´ã§å¼±ä½åããCSI 300ææ°ãä¸è½ãã¾ãã:
- USD/CNHã¯7.2270ã§0.1%ä¸æããé±éã§0.5%ä¸æããè¦éãã§ããã3æ22æ¥é±ä»¥æ¥ã®æ大é±éä¸æã¨ãªãäºå®
- USD/CNYã¯7.2251ã§0.1%ä¸æ
- Bloombergã®ãã«ã¹ãããææ°ã¯æ¨ªã°ããUSD/HKDã¯7.8139ã§ã»ã¨ãã©å¤åãªã
- CSI 300ææ°ãä¸å½ã®æ ªä¾¡ãã³ããã¼ã¯ã¯ãååè¿ãä¸è½ãå¾æ»ããããåã¾ã§ã«æ大ã§0.6%ä¸è½ãã¾ããã
abrdnã®æè³ãã£ã¬ã¯ã¿ã¼ã§ããã·ã³ã»ã¤ãªã»ã¨ã³ã°ã¯ããããã¯æè³å®¶ã«æ½å¨çã«å½±é¿ãä¸ããæ ªå¼ã§ã®ä¸æåæ¢ã確å®ã«å¼ãèµ·ããã ãããã¨è¿°ã¹ã¾ãããã誰ããããããªã¹ã¯ã§ãããã¨ãç¥ã£ã¦ãã¾ããã¨ä»ãå ãããã¿ããªããã®ãªã¹ã¯ãèªèããã®ã¯ããã£ã¦ãã¾ããã¨ä»ãå ãã¾ããã
以ä¸ã¯ä»ã®ã¦ã©ã¼ã«ã¹ããªã¼ãã¢ããªã¹ãã®ã³ã¡ã³ãã§ãï¼Bloombergæä¾ï¼:
AllianceBernsteinï¼ã¸ã§ã³ã»ãªã³ï¼
- æã
ã«ã¨ã£ã¦ãå°æ¿å¦ã¯ä¸å½æè³ã®æ§é çé¨åã§ãããããç¹ã«å¿é
ãã¦ãã¾ãã
- ã誰ãããææã«ãã£ã¦äºæ
ãå°ãæªããªãæã¨ãå°ãè¯ããªãæããããã¨ãç解ãã¦ãã¾ããããã¦ãæã
ã«ã¨ã£ã¦ã¯ãã®å¤åãããªã¹ã¯ã追å ã¾ãã¯åæ¸ããæ©ä¼ã§ãã£ã¦ãç·ãã¦å¸å ´ãé¿ããçç±ã§ã¯ãªããã¨è¿°ã¹ã¦ãã¾ã
ANZéè¡ã°ã«ã¼ãï¼ã¯ã¼ã³ã»ã´ã¼ï¼
- ç±³å½ãä¸é¨ã®ä¸å½è£½åã«å¯¾ãé¢ç¨ã課ãã¨ãããã¥ã¼ã¹ã¯ã人æ°å
ããããã«å¼±ãã¾ãã
- 追å é¢ç¨ã®è
å¨ã¯æ¢ç¥ã§ããããæçµçµæãããã¿ã¼ã²ãããçµã£ãã¢ããã¼ãã§ããå ´åã人æ°å
ã«ã¯æç¶çãªå½±é¿ã¯ã»ã¼æå¾
ããã¾ãã
ã¡ã¤ãã³ã¯ï¼ãã£ãªãã»ãªã ï¼
- ãããã¯äºæ³å¤ã§ã¯ãªãã£ãã¨è¨ãã¾ãããã©ã³ãã60%ã®é¢ç¨ã課ãã¨è¿°ã¹ã¦ä»¥æ¥ããã®ãããªè²¿ææ¦äºæ代ã®ç·å¼µãé²è¡ä¸ã§ããã
- ä¸å½äººæ°éè¡ã¯ã人æ°å
ãåºå®ãããªãã·ã§ã¢ã®æµåæ§ç®¡çãéãã¦å¼±æ°ã®åããéå®ããå¯è½æ§ãããããã®ç¹ã§çã®ã¹ã¤ã³ã°ãä¸å®ç¨åº¦å¶éããããããã¾ãã
- ãUSDCNH-USDCNYã®ãã¬ãã¢ã ã¯ãã®ãããªç¶æ³ä¸ã§åºããå¯è½æ§ãããã¾ãã
TD証å¸ï¼ã¢ã¬ãã¯ã¹ã»ã«ã¼ï¼
- ããã¯ç§ãã¡ã«ã¨ã£ã¦å®å
¨ãªé©ãã§ã¯ããã¾ããã§ããããã¤ãã³ãæ¥é±ãä¸å½è£½åã«éãé¢ç¨ã課ãã¨ã貿æç·å¼µãé«ã¾ãå¯è½æ§ãããã¾ã
- ãã®ãããªä¸å©ãªãã¥ã¼ã¹ãä¼ããããå ´åã人æ°å
ã¯è»åããã¨äºæ³ããã¾ãããä¸å½äººæ°éè¡ã¯ä»å
¥ãç¶ç¶ããCNYã®é度ãªå¼±ããå¹³æºåããè¦éãã§ã
- å°åé貨ã¯ãä¸å½ãå¹æçã«äººæ°å
ãæ¯ãã¦ãããããä»ã¯USDã®åãã«ææã§ããã¨æå¾
ããã¾ã
Eastspring Investmentsï¼ã±ã³ã»ã¦ã©ã³ï¼
- ç¹ã«ä¸å½ã®EVã«é¢ããææ¡ãããé¢ç¨ã«é¢ãããã®ãã¥ã¼ã¹ã¯åºãäºæ³ããã¦ãã¾ãã
- ããã§ããä»æã®HK/ä¸å½ã®EVããã³åçå¯è½ã¨ãã«ã®ã¼æ ªã®ä¸è½ãç®æãã¦ãã¾ã
Saxo Capital Marketsï¼ãã£ã«ã»ãã£ããï¼
- é¢ç¨çºè¡¨ã¯ãä¸å½å¸å ´ã¸ã®é²åºãèæ
®ããéã®ä¸»è¦ãªè¦ç´ ã¨ãªã£ã¦ãããè©ä¾¡ãæ¿åºã®æ¯æ´æªç½®ã ãã§ã¯ãªããå°æ¿å¦ãå½±é¿ãä¸ããè¦å ã§ããã¨è¨ãã¾ã
- ããã¯è©ä¾¡ãç¶ããå°æ¿å¦ã®å¤åãèæ
®ã«å
¥ãããå¯è½æ§ã®ç¶æãæå³ããã¾ããå½å
åãã»ã¯ã¿ã¼ã¸ã®ãããªãé²åºããæå³ãã¾ã
IG Marketsï¼ããã»ãã§ã³ï¼
- ãç±³å½ã®ææ°ã®ä¸å½EVé¢ç¨å¼ãä¸ãã¯ãæ¥çã«æªæ½æã®è¡ææ³¢ããããããã¨ã«ãªãã§ãããã
- ãã®åãã¯ä¸å½ã®æ°æ¦ç¥çéå¿ã«è´å½çãªææãä¸ããã ãã§ãªããã¯ã·ã³ãã³ã¨å京ã®è²¿ææ¦äºãæ°ããªæ®µéã«åºããå¯è½æ§ãããã¨ãæãããã¾ã
- ä¸å½æ ªãç¹ã«EVä¼æ¥ã«ã¨ã£ã¦ãæ°ããªé¢ç¨æ±ºå®ã¯è¿«ãæ¥ã津波ã«å¹æµãã¾ããæè³å®¶ã¯æ°ããªé¢ç¨ã®å½±é¿ãæããã«ãªãã®ãè¦è¶ãã¦ãé大ãªå¤åã«åãã¦ãã¾ã
ä¸æµ·ã¸ã§ã¤ãã¹ãã¼ã³æè³ç®¡çï¼é³æ°ï¼
- æã
ã¯é¸æã«è¿ã¥ãã«ã¤ãã¦å¯¾ä¸ã®åçºçãªè¨èãæ¿çã強調ãããã¨é·ãäºæ³ãã¦ãã¾ããããã¯ç¢ºãã«ãã¬ãã£ããªãã¥ã¼ã¹ã§ãããç§ãã¡ãä¸è¬ã®æè³å®¶ã«ã¨ã£ã¦ãéçå¹æãæ¸å°ãã¦ããã¨èãã¾ã
- ãä¸å½ã¯é·å¹´ã«ããã£ã¦ããã®æ ¸ã¨ãªãåªããç·åçç£æ¥æ§é ã«å¼·ã¿ããããã¨ã証æãã¦ãããé¢ç¨ã§ãããææ¦ãããã¨ã¯ã§ããªãã
- ä¼æ¥ãããã«å¯¾å¦ããæ¹æ³ã¯ããããããã¾ã
ä¸å½ã¨ã®è²¿ææ¦äºãæ¿åããããã¨ã¯ããã¤ãã³ã®ä¸è«èª¿æ»çµæãå®å
¨ã«é
·ããã¨ã«ãªãã¾ãã
ããã¯ãã¤ãã³ã®ä¸è«èª¿æ»ãã¼ã¿ã¨ãã¯ã·ã³ãã³ã¨å京ã«é¢é£ããåå¼æ¦äºé¢é£ã®ãã¥ã¼ã¹ãããã©ã¤ã³ã®æ¯è¼ã§ãã