{"id":44884,"date":"2026-04-16T09:28:36","date_gmt":"2026-04-16T09:28:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/44884\/"},"modified":"2026-04-16T09:28:36","modified_gmt":"2026-04-16T09:28:36","slug":"%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%ef%bc%88q1%ef%bc%89%e6%b1%ba%e7%ae%97%e3%82%b7%e3%83%bc%e3%82%ba%e3%83%b3%e3%81%af%e5%a5%bd%e8%aa%bf%e3%81%aa%e6%bb%91%e3%82%8a%e5%87%ba%e3%81%97%e3%80%81","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/live-updates\/44884\/","title":{"rendered":"\u7b2c1\u56db\u534a\u671f\uff08Q1\uff09\u6c7a\u7b97\u30b7\u30fc\u30ba\u30f3\u306f\u597d\u8abf\u306a\u6ed1\u308a\u51fa\u3057\u3001\u5e8f\u76e4\u306e\u4f01\u696d\u696d\u7e3e\u30c8\u30ec\u30f3\u30c9\u3092\u793a\u3059\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u3092\u6574\u7406"},"content":{"rendered":"

\u7b2c1\u56db\u534a\u671f\uff08Q1\uff09\u5e8f\u76e4\u306e\u6c7a\u7b97\u3067\u306f\u3001S&P500\u4f01\u696d\u304c\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u30b3\u30b9\u30c8\u4e0a\u6607\u306a\u3069\u306e\u30ea\u30b9\u30af\u304c\u3042\u308b\u4e2d\u3067\u3082\u3001\u58f2\u4e0a\u9ad8\u306e\u4e0a\u632f\u308c\u304c\u76ee\u7acb\u3064\u3002\u73fe\u6642\u70b9\u3067S&P500\u306e32\u793e\u304c\u6c7a\u7b97\u3092\u767a\u8868\u3057\u305f\u3002<\/p>\n

\u3053\u306e32\u793e\u306e\u5408\u8a08\u3067\u306f\u3001\u5229\u76ca\uff08\u524d\u5e74\u540c\u671f\u6bd4\uff09\u306f+30.5%\u3001\u58f2\u4e0a\u9ad8\u306f+13.2%\u5897\u3002\u3046\u306178.1%\u304cEPS\uff081\u682a\u5f53\u305f\u308a\u5229\u76ca\u3002\u4f01\u696d\u306e\u5229\u76ca\u3092\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u3067\u5272\u3063\u305f\u6307\u6a19\uff09\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u300184.4%\u304c\u58f2\u4e0a\u9ad8\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u3002<\/p>\n

Early Season Earnings Strength<\/h3>\n

\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u3067\u306f\u3001S&P500\u306b\u5360\u3081\u308b\u6642\u4fa1\u7dcf\u984d\uff08\u5e02\u5834\u3067\u8a55\u4fa1\u3055\u308c\u308b\u4f01\u696d\u4fa1\u5024\uff09\u306e34%\u5206\u304c\u3059\u3067\u306b\u6c7a\u7b97\u3092\u767a\u8868\u3002\u5229\u76ca\u306f+18.3%\u3001\u58f2\u4e0a\u9ad8\u306f+11.5%\u5897\u3067\u3001EPS\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u6bd4\u7387\u306f90%\u3001\u58f2\u4e0a\u9ad8\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u6bd4\u7387\u306f80%\u3060\u3063\u305f\u3002<\/p>\n

Q1\u5168\u4f53\u3067\u306f\u3001\u767a\u8868\u6e08\u307f\u306e\u5b9f\u7e3e\u3068\u5e02\u5834\u4e88\u60f3\u3092\u5408\u308f\u305b\u305f\u30d9\u30fc\u30b9\u3067\u3001S&P500\u306e\u5229\u76ca\u306f+13.9%\u3001\u58f2\u4e0a\u9ad8\u306f+9.5%\u5897\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u308b\u30022025\u5e74Q4\u306e\u5229\u76ca+14.1%\u3001\u58f2\u4e0a\u9ad8+9.1%\u5897\u3068\u6bd4\u3079\u308b\u3068\u3001\u4f38\u3073\u306f\u307b\u307c\u540c\u6c34\u6e96\u3060\u3002<\/p>\n

JPMorgan\u306f\u5229\u76ca\u304c+12.6%\u3001\u58f2\u4e0a\u9ad8\u304c+10%\u5897\u3002\u7d14\u91d1\u5229\u53ce\u5165\uff08\u8cb8\u51fa\u91d1\u5229\u3068\u9810\u91d1\u91d1\u5229\u306a\u3069\u306e\u5dee\u3067\u5f97\u308b\u53ce\u76ca\uff09\u306f+9%\u3001\u8cb8\u51fa\u306f+11%\u4f38\u3073\u305f\u3002Wells Fargo\u306f\u5229\u76ca+14.6%\u3001\u58f2\u4e0a\u9ad8+6.4%\u5897\u3067\u3001\u7d14\u91d1\u5229\u53ce\u5165\u306f+5%\u3001\u8cb8\u51fa\u306f+11%\u5897\u3060\u3063\u305f\u3002<\/p>\n

Zacks\u306e\u300c\u6295\u8cc7\u9280\u884c\u30fb\u904b\u7528\u4f1a\u793e\u300d\u696d\u754c\u306f\u3001\u5229\u76ca+19.7%\u3001\u58f2\u4e0a\u9ad8+10.5%\u5897\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u308b\u3002\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306eQ1\u5229\u76ca\u306f+26.7%\u3001\u58f2\u4e0a\u9ad8\u306f+9.8%\u5897\u306e\u4e88\u60f3\u3067\u3001\u524d\u671f\uff08\u5229\u76ca+17.3%\u3001\u58f2\u4e0a\u9ad8+7.4%\u5897\uff09\u304b\u3089\u52a0\u901f\u3059\u308b\u898b\u901a\u3057\u3060\u3002<\/p>\n

Sector And Market Implications<\/h3>\n

\u91d1\u878d\u306f\u3001S&P500\u306e\u4e88\u60f3\u5411\u3053\u304612\u30ab\u6708\u5229\u76ca\uff08\u4eca\u5f8c12\u30ab\u6708\u306e\u5229\u76ca\u898b\u901a\u3057\uff09\u306b\u5360\u3081\u308b\u5272\u5408\u304c17.2%\u30023\u6708\u521d\u3081\u4ee5\u964d\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u5229\u76ca\u898b\u901a\u3057\u304c\u4e0a\u6607\u3057\u3001\u307b\u304b8\u30bb\u30af\u30bf\u30fc\u3067\u3082\u898b\u901a\u3057\u304c\u4e0a\u5411\u3044\u305f\u3002<\/p>\n

WTI\u539f\u6cb9\uff08\u7c73\u56fd\u7523\u539f\u6cb9\u306e\u4ee3\u8868\u7684\u306a\u6307\u6a19\u4fa1\u683c\uff09\u306f1\u30d0\u30ec\u30eb95\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u3066\u63a8\u79fb\u3057\u3066\u304a\u308a\u3001\u5e74\u521d\u304b\u3089\u306e\u4e0a\u6607\u304c\u5927\u304d\u3044\u30022026\u5e743\u6708\u306e\u5931\u696d\u7387\u306f3.6%\u3068\u4f4e\u6c34\u6e96\u3067\u6a2a\u3070\u3044\u3068\u306a\u308a\u3001\u6d88\u8cbb\u3068\u4f01\u696d\u9700\u8981\u306e\u5e95\u5805\u3055\u3092\u793a\u3057\u305f\u3002<\/p>\n

VIX\uff08\u682a\u5f0f\u5e02\u5834\u306e\u4e88\u60f3\u5909\u52d5\u3092\u57fa\u306b\u3057\u305f\u300c\u6050\u6016\u6307\u6570\u300d\u3002\u6570\u5024\u304c\u9ad8\u3044\u307b\u3069\u4e0d\u5b89\u304c\u5f37\u3044\uff09\u306f\u30013\u6708\u306e\u9ad8\u5024\u304b\u3089\u4f4e\u4e0b\u3057\u3001\u8db3\u5143\u306f16\u524d\u5f8c\u3002\u77ed\u671f\u7684\u306a\u6025\u843d\u3078\u306e\u8b66\u6212\u304c\u5f31\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3059\u3002\u5909\u52d5\u304c\u5c0f\u3055\u3044\u5c40\u9762\u306f\u3001\u73fe\u91d1\u62c5\u4fdd\u4ed8\u304d\u30d7\u30c3\u30c8\u58f2\u308a\uff08\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u3066\u3082\u8cb7\u3044\u4ed8\u3051\u8cc7\u91d1\u3092\u78ba\u4fdd\u3057\u305f\u3046\u3048\u3067\u3001\u682a\u3092\u4e00\u5b9a\u4fa1\u683c\u3067\u8cb7\u3046\u7fa9\u52d9\u3092\u8ca0\u3046\u53d6\u5f15\u3002\u4fdd\u967a\u6599\u306b\u5f53\u305f\u308b\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u5f97\u308b\uff09\u3068\u3044\u3063\u305f\u6226\u7565\u304c\u4f7f\u308f\u308c\u3084\u3059\u3044\u3002<\/p>\n

\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306f\u5148\u5c0e\u5f79\u3002JPMorgan\u306b\u898b\u3089\u308c\u308b\u8cb8\u51fa\u306e\u4f38\u3073\u3084\u3001\u9280\u884c\u306e\u591a\u304f\u304c\u5229\u76ca\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u70b9\u304c\u76ee\u7acb\u3064\u30022025\u5e74\u306e\u91d1\u878d\u306f\u5b89\u5b9a\u7684\u3060\u3063\u305f\u304c\u5927\u304d\u306a\u4e0a\u6607\u3067\u306f\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u4eca\u56de\u306e\u5f37\u3055\u306f\u300c\u51fa\u9045\u308c\u306e\u5dfb\u304d\u8fd4\u3057\uff08\u30ad\u30e3\u30c3\u30c1\u30a2\u30c3\u30d7\uff09\u300d\u306e\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u91d1\u878dETF\uff08\u4e0a\u5834\u6295\u8cc7\u4fe1\u8a17\u3002\u6307\u6570\u306b\u9023\u52d5\u3057\u682a\u5f0f\u306e\u3088\u3046\u306b\u58f2\u8cb7\u3067\u304d\u308b\u5546\u54c1\uff09\u306b\u5f37\u6c17\u3067\u65b9\u5411\u6027\u3092\u53d6\u308b\u53d6\u5f15\u3082\u9078\u629e\u80a2\u3068\u306a\u308b\u3002<\/p>\n

\u3055\u3089\u306b\u3001\u5730\u653f\u5b66\u30ea\u30b9\u30af\u304c\u3042\u308b\u4e2d\u3067\u3082\u3001\u591a\u304f\u306e\u30bb\u30af\u30bf\u30fc\u30672026\u5e74\u901a\u671f\u306e\u5229\u76ca\u898b\u901a\u3057\u304c\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u4f01\u696d\u306e\u57fa\u8abf\u304c\u60f3\u5b9a\u4ee5\u4e0a\u306b\u5f37\u3044\u3053\u3068\u3092\u793a\u3059\u30b7\u30b0\u30ca\u30eb\u3067\u3042\u308a\u3001\u5927\u304d\u306a\u58f2\u308a\u6301\u3061\uff08\u30b7\u30e7\u30fc\u30c8\u3002\u5024\u4e0b\u304c\u308a\u3092\u898b\u8fbc\u3093\u3067\u58f2\u308b\u53d6\u5f15\uff09\u3092\u7a4d\u307f\u4e0a\u3052\u308b\u969b\u306f\u614e\u91cd\u3067\u3042\u308b\u3079\u304d\u3060\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6c7a\u7b97\u5e8f\u76e4\u306e\u7c73\u682a\u3001\u30b5\u30d7\u30e9\u30a4\u30ba\u7d9a\u51fa\u3002S&P500\u306f32\u793e\u3067\u5229\u76ca+30.5%\u3001\u58f2\u4e0a+13.2%\u3001\u4e0a\u632f\u308c\u6bd4\u7387\u3082\u9ad8\u6c34\u6e96\u3002\u91d1\u878d\u304c\u727d\u5f15\u3057\u3001\u5148\u884c\u304d\u5229\u76ca\u898b\u901a\u3057\u3082\u4e0a\u5411\u304d\u3002<\/p>\n","protected":false},"author":116,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[40],"tags":[],"class_list":["post-44884","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/44884","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/users\/116"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/comments?post=44884"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/44884\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/media?parent=44884"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/categories?post=44884"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/tags?post=44884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}