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by VT Markets
Oct 12, 2026
日本のCFTCデータによると、最新の報告期間における円の非商業部門（投機筋）のネットポジションは、前回の5万5,400枚から6万2,300枚へ増加した。この動きは、報告対象となる投機筋の円に対するネットロング姿勢が一段と拡大したことを示唆する。
6,900枚の増加は、前週比で円エクスポージャーへの傾斜が強まったことを示している。
市場参加者は今回の変化を、投機筋のセンチメントがショートではなくロングに傾いている兆候として受け止める可能性がある。
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