J.P.モルガン・モーニングレポート 2026年7月17日:米金利は原油価格に沿った展開で、最終的には前日比変わらず。USD高を背景にUSD/JPYは堅調、AI半導体株は軟調な展開が継続。JGBは週前半の急速な金利低下の反動か、ベアスティープ化。

研报英文原文证据摘录

J.P.モルガン・モーニングレポート 2026年7月17日:米金利は原油価格に沿った展開で、最終的には前日比変わらず。USD高を背景にUSD/JPYは堅調、AI半導体株は軟調な展開が継続。JGBは週前半の急速な金利低下の反動か、ベアスティープ化。

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