【4/2】マーケット激変 SpaceXがIPO申請 評価額280兆円

史上最大のIPO機密申請がマーケットを直撃。SpaceXが狙う評価額280兆円・調達750億ドルの上場は、金融市場にどんな連鎖反応を引き起こすのか。米イラン停戦観測による株式市場の2日連続反発、Eli LillyのGLP-1経口薬FDA承認、Oracle3万人レイオフなど、経済・金融の重要トピックを網羅的に解説。マーケットと世界経済の今後を読み解く。-----[公式noteで詳細テキストレポート公開中！]https://note.com/kiku_keizai-----・SpaceX史上最大IPO機密申請 評価額1.75兆ドル・6月上場の全貌と2つのシナリオ・トランプ大統領イラン停戦発言と原油価格急落 ホルムズ海峡再開の条件・Eli Lilly GLP-1経口薬Foundayo FDA承認 肥満治療市場の競争激化・Intel アイルランドFab34を142億ドルで完全買戻し AI半導体戦略の転換・Oracle 3万人レイオフの衝撃 AIデータセンター投資580億ドルの代償・Nike決算後15%急落 JPMorgan・BofA・Goldman Sachsが一斉格下げ・本日の経済指標と明日の雇用統計プレビュー トランプ演説の注目点-----一次情報ソース・Bloomberg https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals・CNBC https://www.cnbc.com/2026/04/01/spacex-confidentially-files-for-ipo-setting-stage-for-record-offering.html・CNBC https://www.cnbc.com/2026/04/01/trump-iran-war-ceasefire.html・CNBC https://www.cnbc.com/2026/04/01/eli-lilly-glp-1-pill-foundayo-approved-for-obesity.html・CNBC https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html・Reuters https://money.usnews.com/investing/news/articles/2026-04-01/intel-to-buy-back-apollo-stake-in-ireland-factory-for-14-2-billion・TechCrunch https://techcrunch.com/2026/04/01/spacex-files-confidentially-for-ipo-in-mega-listing-potentially-valued-at-1-75-trillion-report-says/・TheStreet https://www.thestreet.com/latest-news/stock-market-today-apr-1-2026-updates・Axios https://www.axios.com/2026/04/01/trump-iran-ceasefire-president・CNN https://www.cnn.com/2026/04/01/world/live-news/iran-war-us-trump-oil・Al Jazeera https://www.aljazeera.com/news/2026/4/1/iran-denies-trumps-claim-iranian-president-requested-ceasefire・Motley Fool https://www.fool.com/coverage/stock-market-today/2026/04/01/stock-market-today-april-1-nike-shares-plunge-after-weak-guidance-and-analyst-downgrades/・NY Fed https://www.newyorkfed.org/research/calendars/nationalecon_cal