個別銘柄戦略：ピジョンやレノバに注目

2020年10月22日 09:04:00
マネー
FISCO
コメント

21日の米国市場では、NYダウが97.97ドル安の28210.82、ナスダック総合指数が31.80pt安の11484.69、シカゴ日経225先物が大阪日中比100円安の23550。22日早朝の為替は1ドル＝104円50-60銭（昨日大引け時は105.30円付近）。本日の東京市場では、東エレク<8035>、村田製<6981>、日本電産<6594>など電子部品セクターの主力銘柄が米国株下落を受けた売り物を吸収した後、下げ幅縮小に向かう展開が予想される。反面、円高を嫌気してトヨタ<7203>、任天堂<7974>は売りが先行し、JR東日本<9020>、JR東海<
9022>も軟調な動きを強いられよう。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アサヒ<2502>、キリン<2503>、ビックカメラ<3048>、クスリのアオキ<3549>、協和キリン<4151>、日本製鋼所<5631>、ピジョン<7956>、レノバ<9519>などに注目。

＜FA＞

アクセスランキング

Tips

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