【大川智宏氏・2025年最大テーマは欧州危機】影響受ける日本株銘柄紹介はラスト20秒で/欧州株価指数TOPIXやS&P500と比べ低迷/債務危機とドイツのEU離脱/独低迷、自動車株の軟調/仏財政悪化も

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【大川智宏氏・2025年最大テーマは欧州危機】影響受ける日本株銘柄紹介はラスト20秒で/欧州株価指数TOPIXやS&P500と比べ低迷/債務危機とドイツのEU離脱/独低迷、自動車株の軟調/仏財政悪化も ✅概要文にデータ文字起こしやまとめを掲載 ▼チャンネル登録&高評価をお願いします▼ 👉 【画面に表示される株価や指数等の数値は2024年月12月26日放送時点のものです】 「2025年最大のテーマ『欧州危機』」 解説:日経CNBC コメンテーター 大川 智宏氏 進行:日経CNBC キャスター 曽根 純恵 〈目次〉 00:00 2025年は欧州危機が最大のテーマ ・業績も景気も弱い、緩和で株も下がらない 00:47 2024年の日米欧の株価指数推移 ⇨S&P500>TOPIX>STOXX600 ・独DAXは?SAPなど特定ハイテク銘柄の効果 01:30 欧州上位3カ国は来期以降に回復する? 02:24 ドイツの現状①自動車株低迷 ・STOXX600採用銘柄、騰落率下位に自動車 ・関税や対中問題も 03:40 ドイツの現状②実質GDP連続マイナス 04:14 ムーディーズによるフランス格下げ ・過去1年で4人目の首相という大混乱 05:05 大幅な緊縮財政案は内閣不信任で頓挫 ・ムーディーズは仏銀7行も同時に格下げ ・仏長期金利、ギリシャと同じ数字に 06:47 ドイツとフランスの現状まとめ 07:25 【欧州債務危機】リスクシナリオ① ①米国がウクライナ支援打ち切る可能性大 ②欧州各国の防衛負担急増 ③債務危機への懸念増大不可避 09:39 【ドイツのEU離脱】リスクシナリオ② ・極右政党AfD「EUが独自動車産業を破壊」 ⇨AfD(支持率は国内2位)はEU離脱訴え 11:18 独がEU離脱すると・・・? ・ユーロ暴落、独かEUからキャピタルフライトも ・ブレグジットより大きい事が起こる可能性 12:03 欧州と連動性のある銘柄に意外なところも ・STOXX600指数と相関が高く欧州関連売上のある銘柄 ⇨板硝子、ガイシ、マブチ、OSG、三菱HCキャ、日清紡HD、ファナック、アマダ、NTN、京セラ、THK、井関農、ニデック、浜ゴム、オークマ、ナブテスコ、日立 ●欧州各国の予想純利益成長率  (今期→来期→3期先)の推移 ⇨独 -1%→12%→14% ⇨仏 -3%→8%→10% ⇨伊 -14%→7%→8% ⇨西 12%→0%→6% ⇨蘭 11%→6%→15% 【相場展望】 ・尾河眞樹氏(ソニーフィナンシャルグループ ) ・糸島 孝俊氏(ピクテ・ジャパン) ・阪上 亮太氏(シティグループ証券) ・成田 康浩氏(野村證券) ▼金融・経済解説▼ ・足立 正道氏(UBS証券 チーフエコノミスト) ・鈴木 敏之氏(グローバルマーケットエコノミスト) ・岡崎 良介コメンテーター ・永濱 利廣氏(第一生命経済研究所) ▼新NISA関連▼ ・頼藤 太希氏(Money&You 代表) ・大川 智宏コメンテーター ▼暗号資産・ビットコイン▼ ・長谷川 友哉氏(ビットバンク) ライブやオンデマンドなどマーケット動画が見放題 ▼有料動画配信「日経CNBC online」はこちら▼ #大川智宏 #欧州危機 #投資テーマ #日本株 #2025年 #銘柄解説 #個別 #欧州株 #株価指数 #TOPIX #SP500 #債務危機 #ドイツ #EU離脱 #独経済 #自動車株 #財政悪化 #投資 #株式投資 #資産運用 #マーケット #最新情報 #日経CNBC #世界経済 #業績 #景気 #金融緩和 #STOXX600 #DAX #SAP #ハイテク銘柄 #輸入関税 #対中問題 #実質GDP #ムーディーズ #緊縮財政 #内閣不信任 #
  2024/12/29      youtube

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