FRB利下げ恩恵銘柄
FRB利下げ恩恵テーマは、金利低下で追い風を受ける金利感応セクター（住宅・REIT、耐久消費、成長テック、小型株）を網羅。このセクターの時価総額は24685.32 billion USDで、24時間の騰落率は+0.41%です。構成銘柄20銘柄のうち、13銘柄が上昇（65.00%）、6銘柄が下落（30.00%）しました。上昇率トップはStrategy Inc Common Stock Class A（MSTR）で、24時間の上昇率は+7.61%でした。先導銘柄が、資金がクオリティ銘柄に集中する中で値動きのばらつきのあるセクターを支えた。短期的には高ベータで金利感応度の高い銘柄を重視し、リーダー銘柄は押し目で買う。中期的には決算や変化する金利動向を見ながら段階的にエントリーする。
名前 | 最新価格 | 変動率 % | 最新価格 / 変動率 % | チャート | 価格帯 | 操作 |
|---|---|---|---|---|---|---|
 NVDANvidia Corp | 197.62¥32,346.44 | -4.51%-¥1,528.77 | 197.62 -4.51% | ¥32,012.53¥33,875.21 | ||
 AAPLApple Inc. | 335.69¥54,945.74 | +0.78%+¥428.84 | 335.69 +0.78% | ¥54,516.90¥55,444.96 | ||
 TSLATesla, Inc. | 308.17¥50,441.27 | -1.52%-¥779.12 | 308.17 -1.52% | ¥50,167.90¥51,220.38 | ||
 MSFTMicrosoft Corp | 392.17¥64,190.39 | +2.73%+¥1,707.18 | 392.17 +2.73% | ¥62,483.20¥64,445.73 | ||
 GOOGLAlphabet Inc. Class A | 327.37¥53,583.92 | +2.39%+¥1,252.15 | 327.37 +2.39% | ¥52,331.77¥53,772.15 | ||
 GOOGAlphabet Inc. Class C Capital Stock | 327.32¥53,575.74 | +2.57%+¥1,347.09 | 327.32 +2.57% | ¥52,228.65¥53,765.61 | ||
 AMZNAmazon.Com Inc | 232.61¥38,073.60 | +0.23%+¥88.39 | 232.61 +0.23% | ¥37,896.83¥38,315.85 | ||
 METAMeta Platforms, Inc. Class A | 595.87¥97,532.00 | +0.11%+¥109.67 | 595.87 +0.11% | ¥97,361.77¥99,139.34 | ||
 ORCLOracle Corp | 119.68¥19,589.22 | +4.07%+¥767.66 | 119.68 +4.07% | ¥18,821.56¥19,770.91 | ||
 CRMSalesforce, Inc. | 175.41¥28,711.11 | +7.21%+¥1,931.40 | 175.41 +7.21% | ¥26,779.68¥28,945.17 | ||
 MSTRStrategy Inc Common Stock Class A | 98.87¥16,183.04 | +7.81%+¥1,173.59 | 98.87 +7.81% | ¥15,009.50¥16,183.04 | ||
 ADBEAdobe Inc. | 239.04¥39,126.07 | +6.14%+¥2,263.69 | 239.04 +6.14% | ¥36,862.37¥39,605.65 | ||
 COINCoinbase Global, Inc. Class A | 167.09¥27,349.29 | +5.54%+¥1,438.75 | 167.09 +5.54% | ¥25,910.50¥27,373.84 | ||
 MARAMARA Holdings, Inc. | 11.77¥1,926.51 | -3.04%-¥60.56 | 11.77 -3.04% | ¥1,877.41¥1,987.08 | ||
 PBRPETROLEO BRASILEIRO S.A.-PETROBRAS ADS (REP 1 COMMON SHARE) | 18.09¥2,960.97 | -3.57%-¥109.67 | 18.09 -3.57% | ¥2,957.70¥3,070.64 | ||
 TMHCTaylor Morrison Home Corporation | 72.45¥11,858.62 | -0.02%-¥3.27 | 72.45 -0.02% | ¥11,858.62¥11,861.89 | ||
 VALEVALE S.A. | 14.73¥2,411.01 | -0.37%-¥9.82 | 14.73 -0.37% | ¥2,391.36¥2,420.83 | ||
 DHID.R. Horton Inc. | 146.86¥24,038.04 | +0.06%+¥14.73 | 146.86 +0.06% | ¥24,023.31¥24,357.22 | ||
 LENLennar Corporation Class A | 84.83¥13,884.97 | +0.20%+¥29.46 | 84.83 +0.20% | ¥13,855.51¥14,112.49 | ||
 TOLToll Brothers, Inc. | 150.79¥24,681.31 | +0.62%+¥152.22 | 150.79 +0.62% | ¥24,529.08¥24,953.02 |