
米中間選挙での共和党大敗に伴う株価急落がトランプ大統領に打撃を与えている。自身や政権が取得した企業株が下落し、エヌビディアやAMDは1~2割、トランプ・メディアは3割超、インテルは半値ほど急落。AIブームの後退懸念から世界で株安が連鎖している。
AI-generated summary
トランプ大統領は政権発足後の好調な株価を成果として強調してきた。中間選挙での共和党大敗により、テック企業との距離を縮めてきた姿勢が見直され、株価回復の見通しは不透明となっている。
【ワシントン時事】米中間選挙での与党共和党の大敗に伴う株価急落が、トランプ大統領への打撃となっている。人工知能(AI)関連を含む自身の保有株や、政権が取得した企業株が下落。政権発足後の好調な株価を成果として強調してきただけに、高値が泡と消えるショックは大きいようだ。
トランプ米大統領、報道官打診は「冗談だった」 格闘技団体トップに
「ロケットのように上昇してきた株式市場でさえ、3兆ドルも失った」。トランプ氏は8日、SNSで大敗に伴う株価急落を嘆いた。
中間選挙で躍進した民主党は、政権が推進するデータセンターへの反対姿勢を強めている。建設減速で「AIブーム」が後退する懸念から、世界で株安が連鎖した。
政府倫理局によると、トランプ氏の保有株には今回値を下げた企業が多い。半導体大手エヌビディアやアドバンスト・マイクロ・デバイシズ(AMD)の株価は、投開票前後で1~2割下落した。
歴史的敗北で、トランプ氏のSNS「トゥルース・ソーシャル」を運営するトランプ・メディア・アンド・テクノロジー・グループの株価も3割超急落し、最安値を付けた。米メディアは、政治的影響力の低下を一因に挙げている。
米政権が昨年取得した半導体大手インテルの株価は、先月と比べ半値ほどに急落。半導体製造グローバルファウンドリーズなども軒並み低迷した。
株価を押し上げてきたテック企業と距離を縮め、史上最高値を自身の成果と豪語してきたトランプ氏。だが、共和党が議会多数派を失う今後、これらの株価が大きく回復するかは不透明だ。トランプ氏は「選挙結果で米国は歴史を大きく後退させた」と吐露。ハセット国家経済会議(NEC)委員長はCNBCテレビで株式保有について問われ、「苦戦しているのは分かっている。(政権内で)話題にはなっているが、伝えられることはない」と言葉少なだった。
AI outlook — possibilities, not facts
トランプ政権が株価回復のための追加対策を発表する
Possible · Within weeks
データセンター建設の減速が続き、AI関連株の低迷が長期化する
Likely · Within months

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Mitsui Chemicals announced that it will acquire semiconductor materials giant JSR for approximately 1.4 trillion yen. On the same day, a Chinese man was arrested in central Tokyo on suspicion of operating an unlicensed mobile phone base station, and the US president spoke about the prospects for a China-Russia summit. The government and the Bank of Japan carried out the largest foreign exchange intervention in history, and an earthquake with a magnitude of 4 was observed in Kumamoto Prefecture. In Aichi Prefecture, 16 people were injured in the earthquake, and the Japan Meteorological Agency observed a seismic intensity of 5+ in Chita City. Ritsuko Nakayama has passed away at the age of 84, and the Paraguayan Senate has decided to remove the president from office. The US president announced a change in his chief of staff, and US employment statistics for October showed an increase of 165,000 people from the previous month. A system failure occurred at 128 Shinkin Banks in western Japan, which has now been fully restored. GPIF's operating profit and loss for the July-September period was a negative 5,253.3 billion yen, and the Nikkei average fell 3,643 yen to close at 57,434 yen. Nippon Paper Industries has announced that it will end its graphic paper and pulp business at its Yatsushiro mill, which was damaged in the Kumamoto earthquake. The consumption tax reduction bill was passed by the House of Representatives Finance and Finance Committee, and Prime Minister Takaichi announced that more than 30% of the currently employed population would be eligible for subsidies to reduce the burden on workers. The Nikkei average fell by more than 1,600 yen, dropping below 60,000 yen for the first time in five and a half months, and real wages increased by 2.2% in September, marking the ninth consecutive month of positive growth. Prime Minister Takaichi stated at the Okinawa Policy Council that the burden on U.S. military bases will be reduced in a "visible way."
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Fluorescent lamps containing mercury will be banned internationally by the end of 2027. Domestic production such as Panasonic's Takatsuki factory has also been decided to reduce or end, and the switch to LED is progressing rapidly. The history of lighting that supported post-war life comes to an end.