モモ🇺🇸米国株投資 @momoblog0214

@momoblog0214 lin.ee/Qwm1CIY

@momoblog0214 📈以下、詳細です⬇️

金利上昇で米国株が急落📉 でも私が慌てていない理由💁‍♀️ Bloombergによると、 原油急騰とイラン情勢を背景にインフレ懸念が再燃。 国債利回りの上昇が重しとなり、株式市場は大きく値を下げました。 しかし、私はこう考えています ✅ AIが企業の生産性を押し上げるなら、金利4〜5%程度では慌てる必要はない ✅ 過去の高金利局面でも、生産性向上が原動力となり株は上がってきた ✅ 今それを担うのがAI。本質的なテーマはまだ変わっていない 一方で、気をつけていることもあります。 ⚠️ 期待だけが先行して、実態が伴っていない銘柄は危険 ⚠️ IPO市場の過熱感は「天井のサイン」になりやすい ⚠️ 急騰した銘柄は、上がっているうちに少しずつ利確する そういう考えのもと、大部分のポジションは継続保有していますが、 今週は、米国の半導体関連株を一部売却しました。(5/11公開のnoteに記載) 急騰した銘柄を少しだけ利確し、次の5年を見据えた銘柄選びを続ける方針です。 AIへの期待は本物ですが、 冷静な視点と規律ある売買こそが長期的な資産形成において重要だと考えています😊

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