UNIQLOが決算発表、下期利益は2-3％下押し予想。トランプ関税による影響で日経平均の上限は35,000円か？トランプ大統領の真の狙いは新・プラザ合意？_2025/4/10夜の相場雑感

UNIQLOを擁するファーストリテイリングが決算発表。トランプ関税の継続性に疑義を示しつつ、下期利益2-3％の下落見通し。日経平均構成銘柄がすべてこの水準だとしても、PER15倍相当で日経上値35,000円。その場合、ほとんど上値なく株は買えない状態。一連のトランプ大統領のアクションは米国再建に向けたドル安戦略か。新・プラザ合意に注目。__Fast Retailing, which owns UNIQLO, has announced its financial results. While expressing doubts about the continuity of Trump's tariffs, it forecasts a 2-3% drop in second-half profits. Even if all the stocks in the Nikkei 225 were at this level, a PER of 15 would mean the Nikkei's upside would be 35,000 yen. In that case, there would be almost no upside and stocks would be impossible to buy. Are President Trump's series of actions a strategy to weaken the dollar in order to rebuild the United States? Attention is focused on a new Plaza Accord.