{"id":22727,"date":"2021-12-15T15:35:55","date_gmt":"2021-12-15T06:35:55","guid":{"rendered":"https:\/\/t-kabu.com\/?p=22727"},"modified":"2023-08-26T17:17:47","modified_gmt":"2023-08-26T08:17:47","slug":"%e8%bb%9f%e8%aa%bf%e7%9b%b8%e5%a0%b4%e3%81%93%e3%81%9d%e5%a4%a7%e5%ba%95%e3%81%ae%e5%89%b2%e5%ae%89%e9%8a%98%e6%9f%84%e3%81%a7%e9%a3%9b%e7%bf%94%e3%82%92%e7%8b%99%e3%81%88%ef%bc%81ev%e9%9b%bb","status":"publish","type":"post","link":"https:\/\/t-kabu.com\/?p=22727","title":{"rendered":"\u8edf\u8abf\u76f8\u5834\u3053\u305d\u5927\u5e95\u306e\u5272\u5b89\u9298\u67c4\u3067\u98db\u7fd4\u3092\u72d9\u3048\uff01EV(\u96fb\u6c17\u81ea\u52d5\u8eca)\u95a2\u9023\u30106584\u3011\u4e09\u685c\u5de5\u696d\u306b\u6ce8\u76ee\u3060\uff01"},"content":{"rendered":"

\u300b\u300b\u3010\u8981\u78ba\u8a8d\u3011\u9ed9\u3063\u3066\u767b\u9332\u3059\u3079\u304d\u6295\u8cc7\u9867\u554f\uff01\u6025\u9a30\u671f\u5f85\u9298\u67c4\u3092\u914d\u4fe1\u3057\u3066\u304f\u308c\u308b\u305e\u300a\u300a<\/a><\/strong><\/p>\n

\"\"<\/a><\/p>\n

FOMC\u524d\u3001\u8352\u308c\u308b\u682a\u5f0f\u76f8\u5834\u304c\u7d9a\u3044\u3066\u3044\u308b\u304c\u3001\u3053\u3053\u304b\u3089\u306e\u76f8\u5834\u306e\u52d5\u304d\u3092FRB\u30d1\u30a6\u30a8\u30eb\u8b70\u9577\u304c\u63e1\u3063\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\uff01\uff01<\/p>\n

\u4eca\u56de\u306eFOMC\u3067\u306fFRB\u30d1\u30a6\u30a8\u30eb\u8b70\u9577\u306f\u3001\u300c\u30a4\u30f3\u30d5\u30ec\u306f\u4e00\u6642\u7684\u3068\u3044\u3046\u8868\u73fe\u306f\u64a4\u56de\u3059\u308b\u300d\u3068\u3059\u3067\u306b\u660e\u8a00\u3057\u3066\u3044\u308b\u3060\u3051\u306b\u91d1\u878d\u653f\u7b56\u306e\u5909\u66f4\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002<\/p>\n

\u96c7\u7528\u76ee\u6a19\u306e\u9054\u6210\u3092\u524d\u63d0\u3068\u3057\u3066\u3001\u9577\u671f\u5316\u3059\u308b\u30a4\u30f3\u30d5\u30ec\u3092\u5c01\u3058\u8fbc\u3081\u308b\u610f\u56f3\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3068\u3055\u308c\u3066\u3044\u308b\u304c\u3001\u554f\u984c\u306e\u6838\u5fc3\u306f\u3001\u65e9\u671f\u30c6\u30fc\u30d1\u30ea\u30f3\u30b0\uff08\u91d1\u878d\u7de9\u548c\u653f\u7b56\u306e\u7d42\u4e86\uff09\u3068\u3044\u3046\u90e8\u5206\u3060\u308d\u3046\u3002<\/p>\n

\u78ba\u304b\u306b\u30a4\u30f3\u30d5\u30ec\u3092\u653e\u7f6e\u3059\u308c\u3070\u4eca\u5f8c\u306e\u4e0d\u6cc1\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u304c\u3001\u6765\u5e74\u4ee5\u964d\u3001\u65b0\u578b\u30b3\u30ed\u30ca\u30a6\u30a4\u30eb\u30b9\u304c\u3001\u30c7\u30eb\u30bf\u3001\u30aa\u30df\u30af\u30ed\u30f3\u578b\u306b\u6b21\u3044\u3067\u65b0\u305f\u306a\u5909\u7570\u7a2e\u306e\u731b\u653b\u304c\u8d77\u3053\u308b\u53ef\u80fd\u6027\u3082\u3042\u308a\u3001\u73fe\u5728\u3082\u30ef\u30af\u30c1\u30f3\u306f\u3042\u308b\u304c\u53ce\u307e\u3063\u305f\u3068\u8a00\u3048\u308b\u72b6\u6cc1\u3068\u306f\u5230\u5e95\u8a00\u3048\u306a\u3044\u3002<\/p>\n

\u3055\u3089\u306b\u306f\u4e2d\u56fd\u6052\u5927\u96c6\u56e3\u3082\u5b9f\u8cea\u30c7\u30d5\u30a9\u30eb\u30c8\u306e\u72b6\u6cc1\u3001\u7c73\u4e2d\u3082\u5bfe\u7acb\u304c\u9ad8\u307e\u3063\u3066\u304a\u308a\u6fc0\u5316\u3059\u308c\u3070\u8cbf\u6613\u6469\u64e6\u304b\u3089\u306e\u4e16\u754c\u7d4c\u6e08\u304c\u4e0d\u6cc1\u306b\u5411\u304b\u3046\u53ef\u80fd\u6027\u3082\u3042\u308b\u3002<\/p>\n

FOMC\u3067\u30bf\u30ab\u6d3e\u7684\u7d50\u8ad6\u3068\u306a\u308b\u65e9\u671f\u306e\u30c6\u30fc\u30d1\u30ea\u30f3\u30b0\u3001\u5229\u4e0a\u3052\u524d\u5012\u3057\u3068\u91d1\u878d\u5f15\u304d\u7de0\u3081\u3092\u5e02\u5834\u306b\u30a2\u30ca\u30a6\u30f3\u30b9\u3059\u308c\u3070\u3001\u4eee\u306b\u30a4\u30f3\u30d5\u30ec\u306f\u6291\u3048\u3089\u308c\u3066\u3082\u3001\u91d1\u5229\u4e0a\u6607\u306b\u3088\u3063\u3066\u4f4f\u5b85\u306a\u3069\u5e02\u5834\u306e\u7269\u3078\u306e\u8cb7\u3044\u63a7\u3048\u304c\u8d77\u3053\u308a\u6d88\u8cbb\u304c\u5927\u304d\u304f\u920d\u308b\u53ef\u80fd\u6027\u3082\u3042\u308b\u3002<\/p>\n

\"\"<\/a><\/p>\n

\u3042\u308b\u7a0b\u5ea6\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u3068\u3044\u3046\u306e\u306f\u3042\u3063\u3066\u3082\u3001FRB\u30d1\u30a6\u30a8\u30eb\u8b70\u9577\u306f\u3001\u304b\u306a\u308a\u8a00\u8449\u3092\u9078\u3070\u306a\u3051\u308c\u3070\u3001\u300c\u30d1\u30a6\u30a8\u30eb\u30b7\u30e7\u30c3\u30af\u518d\u6765\u300d\u3068\u306a\u308a\u6295\u8cc7\u5bb6\u306e\u5931\u671b\u3092\u53d7\u3051\u308b\u72b6\u6cc1\u304b\u3089\u3082\u3001\u672c\u65e5\u306eFOMC\u306f\u301d\u4eca\u5e74\u6700\u5927\u306e\u5c71\u5834\u301f\u306b\u306a\u308b\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\u3002<\/p>\n

\u65e5\u672c\u682a\u3082\u7c73\u56fd\u306eFOMC\u3092\u63a7\u3048\u3066\u8cb7\u3044\u63a7\u3048\u304c\u8d77\u3053\u308a\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u6574\u7406\u306e\u52d5\u304d\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3002\u5cb8\u7530\u7dcf\u7406\u306e\u6295\u8cc7\u5bb6\u8efd\u8996\u306e\u767a\u8a00\u3082\u76ee\u7acb\u3063\u3066\u306f\u3044\u308b\u304c\u3001\u3084\u306f\u308aFOMC\u7d50\u679c\u304c\u554f\u984c\u306a\u3051\u308c\u3070\u3001\u65e5\u672c\u682a\u3082\u5f37\u3044\u53cd\u767a\u3092\u898b\u305b\u308b\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\u3002<\/p>\n

\u3053\u3053\u3067\u6295\u8cc7\u5999\u5473\u304c\u9ad8\u3044\u3082\u306e\u3068\u8a00\u3048\u3070\u3001\u3084\u306f\u308a\u6628\u4eca\u306e\u76f8\u5834\u3067\u672c\u6765\u4e0a\u6607\u3059\u308b\u306f\u305a\u306a\u306e\u306b\u4e0b\u843d\u3057\u305f\u300c\u5f37\u3044\u30c6\u30fc\u30de\u3092\u6301\u3061\u3001\u5c1a\u4e14\u3064\u597d\u696d\u7e3e\u306e\u914d\u5f53\u6709\u308a\u306e\u9298\u67c4\u300d\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\u3002<\/p>\n

\u5f53\u65b9\u304c\u6ce8\u76ee\u3059\u308b\u30c6\u30fc\u30de\u306e\u4e2d\u3067\u3082EV(\u96fb\u6c17\u81ea\u52d5\u8eca)\u95a2\u9023\u306f\u4e16\u754c\u7684\u306a\u8131\u70ad\u7d20\u306e\u53d6\u308a\u7d44\u307f\u3082\u3060\u304c\u3001\u653f\u5e9c\u306b\u3088\u308b\u56fd\u7b56\u63a8\u9032\u304c\u30d5\u30a9\u30ed\u30fc\u306e\u98a8\u3068\u3057\u3066\u671f\u5f85\u3067\u304d\u308b\uff01<\/p>\n

\u4e16\u754c\u3067400\u5146\u5186\u898f\u6a21\u3068\u8a00\u308f\u308c\u308b\u81ea\u52d5\u8eca\u696d\u754c\u3060\u304c\u3001\u30c8\u30e8\u30bf\u81ea\u52d5\u8eca\u3082\u3001EV(\u96fb\u6c17\u81ea\u52d5\u8eca)\u3078\u306e4\u5146\u5186\u306e\u6295\u8cc7\u3092\u6c7a\u3081\u3066\u304a\u308a\u3001\u4eca\u5f8c\u3082\u696d\u7e3e\u3092\u4f38\u3070\u3057\u3066\u304f\u308b\u671f\u5f85\u306f\u5341\u5206\u3060\u3051\u306b\u6295\u8cc7\u5999\u5473\u306f\u9ad8\u3044\u3068\u898b\u3066\u3044\u308b\u305e\uff01<\/p>\n

EV(\u96fb\u6c17\u81ea\u52d5\u8eca)\u95a2\u9023\u9298\u67c4\u3000\u5168\u56fa\u4f53\u96fb\u6c60\u95a2\u9023\u9298\u67c4\u30006584\u3000\u4e09\u685c\u5de5\u696d<\/h3>\n

\"\"<\/a><\/p>\n

\u6642\u4fa1\u7dcf\u984d\uff1a35,702\u767e\u4e07\u5186<\/span>
\nPER\uff1a(\u9023) 7.24\u500d<\/span>
\nPBR\uff1a(\u9023) 0.94\u500d<\/span>
\n\u226a2021\/12\/15\u6642\u70b9\u226b<\/span><\/p>\n

\u4e09\u685c\u5de5\u696d\u306f\u6771\u8a3c1\u90e8\u306b\u4e0a\u5834\u3001\u5275\u696d1939\u5e74\u306e\u81ea\u52d5\u8eca\u90e8\u54c1\u306e\u88fd\u9020\u8ca9\u58f2\u3092\u4e3b\u529b\u5c55\u958b\u3001\u5404\u7a2e\u30c1\u30e5\u30fc\u30d6\u3092\u88fd\u9020\u3092\u4e2d\u5fc3\u306b\u3001\u30af\u30a4\u30c3\u30af\u30b3\u30cd\u30af\u30bf\u30fc\u306a\u3069\u306e\u6a39\u8102\u88fd\u54c1\u306e\u307b\u304b\u3001\u30b7\u30fc\u30c8\u30d9\u30eb\u30c8\u7528\u30d0\u30c3\u30af\u30eb\u30fb\u71c3\u6599\u914d\u7ba1\u3001\u30a8\u30f3\u30b8\u30f3\u7528\u30d6\u30ec\u30fc\u30b8\u30f3\u30b0\u88fd\u54c1\u3001\u74b0\u5883\u898f\u5236\u5bfe\u7b56\u88fd\u54c1\u3068\u81ea\u52d5\u8eca\u95a2\u9023\u306e\u90e8\u54c1\u3092\u5c55\u958b\u3001\u4e16\u754c\u306720\u30f5\u56fd82\u30f5\u6240\u306b\u88fd\u9020\u62e0\u70b9\u3092\u6301\u3061\u3001\u56fd\u5185\u3067\u306f\u5168\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306b\u7d0d\u5165\u3001\u30b7\u30a7\u30a2\u306f\u7d04\uff14\u5272\u3092\u8a87\u308b\u4f01\u696d\u3060\u3002<\/p>\n

\u6280\u8853\u529b\u306b\u5b9a\u8a55\u304c\u3042\u308b\u304b\u3089\u3053\u305d\u3053\u308c\u3060\u3051\u306e\u56fd\u5185\u30b7\u30a7\u30a2\u3092\u8a87\u3063\u3066\u3044\u308b\u308f\u3051\u3060\u304c\u3001\u30af\u30ea\u30fc\u30f3\u30c7\u30a3\u30fc\u30bc\u30eb\u306b\u5bfe\u5fdc\u3059\u308b\u6392\u30ac\u30b9\u518d\u5faa\u74b0\u88c5\u7f6e\u3092\u958b\u767a\u3057\u3066\u304a\u308a\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u3068\u3057\u3066\u3082\u6ce8\u76ee\u306e\u9298\u67c4\u3060\u304c\u3001\u6b21\u306b\u5909\u308f\u308b\u6b21\u4e16\u4ee3\u6280\u8853\u3001\u5168\u56fa\u4f53\u96fb\u6c60\u306b\u3082\u65e9\u3044\u6bb5\u968e\u304b\u3089\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u3002<\/p>\n

\u8eca\u8f09\u7528\u96fb\u6c60\u3084\u96fb\u529b\u5236\u5fa1\u6a5f\u5668\u5411\u3051\u306b\u30e2\u30b8\u30e5\u30fc\u30eb\u5316\u3057\u305f\u51b7\u5374\u30b7\u30b9\u30c6\u30e0\u306e\u8a2d\u8a08\u30fb\u95a2\u9023\u30c7\u30d0\u30a4\u30b9\u3084\u7a92\u5316\u30ac\u30ea\u30a6\u30e0\uff08GaN\uff09\u534a\u5c0e\u4f53\u57fa\u677f\u306e\u52a0\u5de5\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u3001\u3053\u308c\u304b\u3089\u306e\u9769\u65b0\u7684\u306a\u6280\u8853\u3092\u624b\u639b\u3051\u3066\u3044\u308b\u3068\u3044\u3046\u70b9\u3082\u9b45\u529b\u304c\u9ad8\u3044\u3002<\/p>\n

\u696d\u7e3e\u9762\u306f\u3001\u534a\u5c0e\u4f53\u4f9b\u7d66\u554f\u984c\u3001\u6d77\u4e0a\u8f38\u9001\u7db2\u6df7\u4e71\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u554f\u984c\u306b\u4f34\u3046\u5f71\u97ff\u3092\u53d7\u3051\u3066\u306f\u3044\u308b\u304c\u3001\u56fa\u5b9a\u8cbb\u6291\u5236\u52b9\u679c\u3082\u7d99\u7d9a\u3057\u305f\u3053\u3068\u3067\u5229\u76ca\u3082\u5927\u5e45\u306b\u6539\u5584\u3068\u306a\u308a22\u5e743\u6708\u671f\u7b2c2\u56db\u534a\u671f\u7d2f\u8a08(4-9\u6708)\u306e\u9023\u7d50\u7d4c\u5e38\u640d\u76ca\u306f36.7\u5104\u5186\u306e\u9ed2\u5b57\u8ee2\u63db\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n

PER7.2\u500d\u3001PBR0.94\u500d\u3001\u5229\u56de\u308a\u30822.6\uff05\u3068\u5272\u5b89\u300111\u670826\u65e5\u306b\u306f\u30d7\u30e9\u30a4\u30e0\u5e02\u5834\u3092\u9078\u629e\u7533\u8acb\u3059\u308b\u3053\u3068\u3092\u8868\u660e\u3057\u3066\u3044\u308b\u3002\u30c1\u30e3\u30fc\u30c8\u306f\u6628\u4eca\u306e\u6025\u843d\u304b\u3089\u8edf\u8abf\u306a\u63a8\u79fb\u304c\u7d9a\u3044\u3066\u3044\u308b\u304c\u3001\u5272\u5b89\u3067\u4eca\u5f8c\u306e\u696d\u7e3e\u3082\u671f\u5f85\u3067\u304d\u308b\u9298\u67c4\u3060\u3051\u306b\u3001\u3053\u3053\u304b\u3089\u306e\u6025\u53cd\u767a\u306e\u671f\u5f85\u306f\u9ad8\u3044\u3068\u898b\u3066\u3044\u308b\u305e\u3002<\/p>\n

\u3010\u8ffd\u8a18\u66f4\u65b0\u3011\uff25\uff36(\u96fb\u6c17\u81ea\u52d5\u8eca)\u95a2\u9023\u9298\u67c4\u3000\u4e00\u89a7\u3000\u672c\u547d\u3000\u307e\u3068\u3081<\/a><\/p>\n

\u5168\u56fa\u4f53\u96fb\u6c60\u95a2\u9023\u9298\u67c4\u3000\u672c\u547d\u682a\u30fb\u51fa\u9045\u308c\u682a\u3000\u4e00\u89a7\u3000\u307e\u3068\u3081<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u4e16\u754c\u3067400\u5146\u5186\u898f\u6a21\u3068\u8a00\u308f\u308c\u308b\u81ea\u52d5\u8eca\u696d\u754c\u3060\u304c\u3001\u30c8\u30e8\u30bf\u81ea\u52d5\u8eca\u3082\u3001EV(\u96fb\u6c17\u81ea\u52d5\u8eca)\u3078\u306e4\u5146\u5186\u306e\u6295\u8cc7\u3092\u6c7a\u3081\u3066\u304a\u308a\u3001\u4eca\u5f8c\u3082\u696d\u7e3e\u3092\u4f38\u3070\u3057\u3066\u304f\u308b\u671f\u5f85\u306f\u5341\u5206\u3060\u3051\u306b\u6295\u8cc7\u5999\u5473\u306f\u9ad8\u3044\u3068\u898b\u3066\u3044\u308b\u305e\uff01<\/p>\n","protected":false},"author":1,"featured_media":19754,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_themeisle_gutenberg_block_has_review":false},"categories":[11],"tags":[1301,472],"_links":{"self":[{"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/posts\/22727"}],"collection":[{"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/t-kabu.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=22727"}],"version-history":[{"count":2,"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/posts\/22727\/revisions"}],"predecessor-version":[{"id":25315,"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/posts\/22727\/revisions\/25315"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/t-kabu.com\/index.php?rest_route=\/wp\/v2\/media\/19754"}],"wp:attachment":[{"href":"https:\/\/t-kabu.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=22727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/t-kabu.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=22727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/t-kabu.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=22727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}