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FINWIRES

米・イラン会談を控え、金曜日の朝方の取引で日本株は小幅高

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-- 金曜日の取引開始時、日本株は上昇したものの、週末に予定されている米イラン交渉を目前に控え、中東の停戦が不安定な状況にあることから、投資家の心理は依然として慎重だった。

日経平均株価は、寄り付き時点で0.7%(370.5円)高の5万6265.77円となった。

ドナルド・トランプ大統領が、戦略的に重要だが事実上封鎖されているホルムズ海峡を通過する船舶への課金についてイランに警告を発したことを受け、原油価格は約1%上昇し、1バレル当たり97ドルをわずかに下回る水準まで上昇した。

一方、複数の報道によると、イスラエルのベンヤミン・ネタニヤフ首相は、主にテヘランと結託するヒズボラの武装解除を目的として、レバノンとの直接対話を行うことに合意した。

2025年第4四半期の米国の経済成長率が当初予測より鈍化したことが経済指標で明らかになる一方、アジア開発銀行は、たとえ原油価格が安定していても、中東紛争が製造業や観光業に及ぼす波及効果によってアジアの経済成長も鈍化する可能性が高いと警告した。

アジア開発銀行(ADB)は、香港、日本、シンガポール、台湾での減速を背景に、アジア・太平洋地域の先進国の成長率が昨年の2.5%から2026年には2.2%へと鈍化すると予測する一方で、アジアの開発途上国のインフレ率については、主にエネルギーコストの上昇により2025年の3.0%から今年は3.6%へと加速すると見込んでいる。

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