個別銘柄戦略：村田製や太陽誘電に注目

2020年10月13日 09:18:00
マネー
FISCO
コメント

週明け12日の米国市場では、NYダウが250.62ドル高の28837.52、ナスダック総合指数が296.32pt高の11876.26、シカゴ日経225先物が大阪日中比95円高の23615といずれも上昇した。13日早朝の為替は1ドル＝105円30-40銭（昨日大引け時は105.48円付近）。本日の東京市場では、米国株高を好感してソフトバンクG<9984>、ファーストリテ<9983>、東エレク<8035>など日経平均構成比の大きい銘柄が買いを集め、任天堂<7974>、キーエンス<6861>、村田製<6981>など日経平均非採用の大型輸出銘柄もしっかりの展開が期待できよう。反面NTT<9432>をはじめとする通信大手は携帯通信料金の引き下げによる収益性低下懸念が続いており軟化しよう。一方、強気の投資判断や目標株価の引き上げが観測された大和ハウス<1925>、ラクスル<4384>、関西ペイント<4613>、三和HD<5929>、日本電産<6594>、ルネサス <6723>、ヒロセ電機<6806>、メガチップス<6875>、太陽誘電<6976>、村田製<6981>、スズキ<7269>、HOYA<7741>などに注目。

＜US＞

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