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2026-08-19 マーケットブリーフィング|:物流・電力の地形が帰趨を決める

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Aug 20, 2026
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2026-08-19 マーケットブリーフィング|:物流・電力の地形が帰趨を決める

10年米国債4.706%、ブレント91.26ドル、ドル円159.613。ナスダック26,290とS&P 7,692は3日続落、日経平均は69,220で5連騰の後に一服感。二黒土星の月と日で基盤重視の地合い、年盤の一白水星はネットワーク依存の成長を示すが、物流・電力・金利の制約を越えた案件のみが収益化しやすい。

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