【AIセンチメント分析】USDJPY 最新ニュース分析は「強気 (Bullish)」（2026-06-25 20:13時点）

最新の主要な外国為替市場（FX）ニュースを解析し、USDJPY に対する市場心理（センチメント）と影響度を判定しました。

AIによる市場センチメント解説

米国のPCE価格指数が上昇するとの予想から、FRBによる9月の利上げ期待が市場で織り込まれ始めており、日米金利差の拡大を意識したドル買い・円売り圧力が強まっている。また、ゴールドや豪ドルなどの他資産に対しても米ドルが相対的に強く推移していることもUSDJPYの強気を裏付けている。

今回の分析対象ニュース

AIが分析対象とした直近の主要ニュース一覧です。特にセンチメント判定に大きな影響を与えたニュースには「🔥 重要」マークを表示しています。

• [Forexlive] Oman reaffirms that future arrangements for Strait of Hormuz do not involve tolls
  <p class=”text-align-justify”>For now, markets are taking in the calm and it will need some time in gauging the supposed reopening of the Strait of Hormuz. As things stand, the situation remains that the waterway is tightly controlled by Iran, as reported earlier <a href=”https://investinglive.com/commodities/irans-irgc-warns-ships-face-action-for-using-hormuz-routes-not-cleared-with-tehran-20260625/” rel=”follow” target=”_blank”>here</a>. But in terms of ship tracking data, there are some improvements at least compared to the weeks before.</p><p class=”text-align-justify”>Through Monday and Tuesday, there is an estimated number of 30-40 vessels crossing the strait for each day. That at least according to the likes of Kpler, ASXMarine, and Windward AI.</p><p class=”text-align-justify”>And so far, there are at least seven Qatari LNG tankers making their way through the strait with a couple of big tankers and commercial vessels involved. However, the Strait of Hormuz tracker did note zero outbound crude oil tanker exits (with AIS) on Tuesday.</p><p class=”text-align-justify”>For the most part, the only oil tankers that are doing the crossing this week all belong to Iran. That as sanctions have been lifted. Surprise, surprise. Not.</p><p class=”text-align-justify”>So, it doesn’t really matter whether or not there will be tolls along the strait. The fact remains that passage is still very much tightly controlled and that is the only thing that counts. There is essentially still no free movement. And certainly not anywhere near what Trump claims it to be:</p><p class=”text-align-justify”>”Yesterday, 19 million barrels of oil flowed out of the Strait of Hormuz, a very beautiful place.. That’s the most oil in the history of the strait. You’ve never seen anything like it. It’s called an oil gush and most importantly, I did it for one reason – 99% for this – Iran will never have a nuclear weapon and they’ve agreed to that. Now we’re leaving Iran with no navy, no airforce, no anti-aircraft, no missile capability, no nuclear programme. And we’re getting along quite well.”</p><p class=”text-align-justify”>Well, can’t blame him for keeping up appearances. It’s all just to keep the illusion alive and to keep kicking the can down the road.</p><p class=”text-align-justify”>As mentioned before, Stage 3 looks very much done and dusted. We’re now moving on with Stage 4/5:</p> This article was written by Justin Low at investinglive.com.
• 🔥 重要 [FXStreet] Gold consolidates near seven-month low ahead of US PCE report
  Gold (XAU/USD) consolidates modest losses on Thursday as traders reduce exposure ahead of the US Personal Consumption Expenditures (PCE) Price Index report, due at 12:30 GMT. At the time of writing, XAU/USD trades around $3,983, hovering near the more than seven-month low touched on Wednesday.
• 🔥 重要 [FXStreet] US core PCE inflation set to tick up in May as markets price in Fed rate hike in September
  The United States (US) Bureau of Economic Analysis (BEA) will publish the Personal Consumption Expenditures (PCE) Price Index data for May on Thursday at 12:30 GMT.
• [FXStreet] Oman rules out fears of toll on Hormuz
  Oman’s Foreign Ministry says during the European trading session on Thursday that future arrangements for the Strait of Hormuz, a critical passage to almost 20% of global energy supply, do not entail transit tolls, state media agency reported.
• 🔥 重要 [FXStreet] Australian Dollar languishes around 0.6900 with US inflation data in the spotlight
  The Australian Dollar (AUD) remains stuck near two-month lows against the US Dollar (USD) on Thursday, consolidating losses after plummeting about 2.5% in an eight-day losing streak.

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