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ドルとの差","evidence_url":"/jp-stock/ai-analysis/?t=1662","updated_at":"2026-11-01T22:46:00+00:00"},{"ticker":"5020","asset_id":"fut_brent","name":"ENEOSホールディングス","kind":"text_candidate","direction":"未確認","evidence":"1バレルあたり約6.25千円（約41ドル）で、ブレント平均69ドルの約6割にあたる。","evidence_url":"/jp-stock/ai-analysis/?t=5020","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5021","asset_id":"fut_brent","name":"コスモエネルギーホールディングス","kind":"text_candidate","direction":"未確認","evidence":"原油価格（ブレント）と、在庫影響を除く経常利益の動き","evidence_url":"/jp-stock/ai-analysis/?t=5021","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"8031","asset_id":"fut_brent","name":"三井物産","kind":"text_candidate","direction":"未確認","evidence":"LNG換算価格（万円/トン、JKM・Brent価格を150円で換算）","evidence_url":"/jp-stock/ai-analysis/?t=8031","updated_at":"2026-11-01T22:46:14+00:00"}],"exposure_count":5},"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"}}