{"id":601606,"date":"2025-02-19T03:03:42","date_gmt":"2025-02-18T19:03:42","guid":{"rendered":"https:\/\/ztylezman.com\/?p=601606"},"modified":"2025-02-19T03:03:42","modified_gmt":"2025-02-18T19:03:42","slug":"%e6%9c%ac%e6%97%a5%e5%8d%88%e9%96%93%e5%8f%96%e5%bc%95%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e4%bc%81%e6%a5%ad%e5%8b%95%e5%90%91%e3%81%ae%e8%a6%81%e7%82%b9","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/%e6%9c%ac%e6%97%a5%e5%8d%88%e9%96%93%e5%8f%96%e5%bc%95%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e4%bc%81%e6%a5%ad%e5%8b%95%e5%90%91%e3%81%ae%e8%a6%81%e7%82%b9\/","title":{"rendered":"\u672c\u65e5\u5348\u9593\u53d6\u5f15\u306b\u304a\u3051\u308b\u4f01\u696d\u52d5\u5411\u306e\u8981\u70b9"},"content":{"rendered":"<p>\u672c\u65e5\u5348\u9593\u53d6\u5f15\u306b\u304a\u3044\u3066\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u4f01\u696d\u306e\u52d5\u5411\u3092\u4ee5\u4e0b\u306b\u3054\u7d39\u4ecb\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>Super Micro Computer\uff08\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\uff09\u306f\u3001CEO\u306eCharles Liang\uff08\u30c1\u30e3\u30fc\u30eb\u30ba\u30fb\u30ea\u30e3\u30f3\uff09\u6c0f\u304c\u30012\u670825\u65e5\u7de0\u5207\u306e\u5e74\u6b21\u5831\u544a\u66f8\u3092\u671f\u65e5\u901a\u308a\u306b\u63d0\u51fa\u3067\u304d\u308b\u3068\u300c\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u308b\u300d\u3068\u8a9e\u3063\u305f\u5f8c\u3001\u682a\u4fa1\u304c11%\u6025\u9a30\u3057\u3001\u5148\u9031\u306e32%\u306e\u4e0a\u6607\u306b\u52a0\u901f\u304c\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Constellation Brands\uff08\u30b3\u30f3\u30b9\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30d6\u30e9\u30f3\u30ba\uff09\u306f\u3001Warren Buffett\uff08\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\uff09\u6c0f\u306eBerkshire Hathaway\uff08\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\uff09\u304c\u7b2c4\u56db\u534a\u671f\u306b12\u5104\u30c9\u30eb\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u53d6\u5f97\u3057\u305f\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u3001\u682a\u4fa1\u304c4.4%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6301\u682a\u306f\u5927\u624b\u306b\u3068\u3063\u3066\u6bd4\u8f03\u7684\u5c0f\u3055\u306a\u3082\u306e\u3067\u3042\u308b\u305f\u3081\u3001Buffett\u6c0f\u306e\u6295\u8cc7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u3042\u308bTed Weschler\uff08\u30c6\u30c3\u30c9\u30fb\u30a6\u30a7\u30b9\u30e9\u30fc\uff09\u6c0f\u3068Todd Combs\uff08\u30c8\u30c3\u30c9\u30fb\u30b3\u30fc\u30e0\u30ba\uff09\u6c0f\u306b\u3088\u3063\u3066\u8cfc\u5165\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Intel\uff08\u30a4\u30f3\u30c6\u30eb\uff09\u306f\u3001\u7af6\u5408\u306eBroadcom\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u3068Taiwan Semiconductor Manufacturing\uff08\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\u3001TSMC\uff09\u304c\u540c\u793e\u306e\u5206\u5272\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3068\u306e\u5831\u9053\u3092\u53d7\u3051\u3066\u682a\u4fa1\u304c10%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u8a71\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u306b\u3042\u308a\u3001\u4e21\u793e\u306f\u5171\u540c\u4f5c\u696d\u3092\u884c\u3063\u3066\u3044\u306a\u3044\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>General Mills\uff08\u30b8\u30a7\u30cd\u30e9\u30eb\u30fb\u30df\u30eb\u30ba\uff09\u306f\u3001Consumer Analyst Group of New York\uff08CAGNY\uff09\u3067\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u5f8c\u306b3%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u4f1a\u793e\u306f2025\u4f1a\u8a08\u5e74\u5ea6\u306e\u7af6\u4e89\u529b\u5411\u4e0a\u306b\u5411\u3051\u3066\u9032\u5c55\u3092\u793a\u3057\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u4e88\u60f3\u3088\u308a\u3082\u9045\u3044\u30da\u30fc\u30b9\u3067\u3042\u308b\u3068\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Fluor\uff08\u30d5\u30eb\u30aa\u30fc\u30eb\uff09\u306f\u3001\u671f\u5f85\u5916\u308c\u306e\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u3092\u53d7\u3051\u3066\u682a\u4fa1\u304c9%\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8c\u306e\u5229\u76ca\u30921\u682a\u3042\u305f\u308a48\u30bb\u30f3\u30c8\u3001\u58f2\u4e0a\u9ad8\u309242.6\u5104\u30c9\u30eb\u3068\u5831\u544a\u3057\u307e\u3057\u305f\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f78\u30bb\u30f3\u30c8\u306e\u5229\u76ca\u306844.2\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u9ad8\u3092\u4e88\u60f3\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Walgreens Boots Alliance\uff08\u30a6\u30a9\u30eb\u30b0\u30ea\u30fc\u30f3\u30ba\u30fb\u30d6\u30fc\u30c4\u30fb\u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\uff09\u306f\u3001Walgreens\u3068\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u30d5\u30a1\u30fc\u30e0\u306eSycamore Partners\uff08\u30b7\u30ab\u30e2\u30a2\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u30ba\uff09\u3068\u306e\u9593\u3067\u306e\u8cb7\u53ce\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3068\u306e\u5831\u9053\u304c\u3042\u308a\u3001\u682a\u4fa1\u304c11.9%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Nike\uff08\u30ca\u30a4\u30ad\uff09\u306f\u3001Kim Kardashian\uff08\u30ad\u30e0\u30fb\u30ab\u30fc\u30c0\u30b7\u30a2\u30f3\uff09\u306eSkims\uff08\u30b9\u30ad\u30e0\u30ba\uff09\u3068\u306e\u65b0\u30d6\u30e9\u30f3\u30c9\u63d0\u643a\u3092\u767a\u8868\u3057\u305f\u5f8c\u30014.5%\u306e\u4e0a\u6607\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u65b0\u30d6\u30e9\u30f3\u30c9\u300eNikeSKIMS\uff08\u30ca\u30a4\u30ad\u30b9\u30ad\u30e0\u30ba\uff09\u300f\u306f\u3001\u6625\u306b\u30a2\u30e1\u30ea\u30ab\u3067\u521d\u306e\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u3092\u767a\u8868\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>Medtronic\uff08\u30e1\u30c9\u30c8\u30ed\u30cb\u30c3\u30af\uff09\u306f\u3001\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u6df7\u5408\u3067\u3042\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c6.8%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u3001\u8abf\u6574\u5f8c\u306e\u5229\u76ca\u30921\u682a\u3042\u305f\u308a1.39\u30c9\u30eb\u3001\u58f2\u4e0a\u9ad8\u309282.9\u5104\u30c9\u30eb\u3068\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f1.36\u30c9\u30eb\u306e\u5229\u76ca\u300183.3\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u3092\u4e88\u60f3\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Snowflake\uff08\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\uff09\u306f\u3001Wolfe Research\uff08\u30a6\u30eb\u30d5\u30ea\u30b5\u30fc\u30c1\uff09\u306b\u3088\u308b\u8a55\u4fa1\u306e\u5f15\u304d\u4e0a\u3052\u3092\u53d7\u3051\u30662.5%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Wolfe\u306f\u3001\u6d88\u8cbb\u52d5\u5411\u306e\u6539\u5584\u3092\u30ab\u30bf\u30ea\u30b9\u30c8\u3068\u3057\u3066\u793a\u3057\u3001\u30c7\u30fc\u30bf\u5206\u6790\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30e1\u30fc\u30ab\u30fc\u304c\u6765\u9031\u306e\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u3067\u300c\u5805\u5b9f\u306a\u300d\u5831\u544a\u3092\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Bath &#038; Body Works\uff08\u30d0\u30b9\uff06\u30dc\u30c7\u30a3\u30fb\u30ef\u30fc\u30af\u30b9\uff09\u306f\u3001JPMorgan\u306b\u3088\u308b\u682a\u5f0f\u306e\u683c\u4e0a\u3052\u3092\u53d7\u3051\u30669%\u306e\u4e0a\u6607\u5e45\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eMatthew Boss\uff08\u30de\u30b7\u30e5\u30fc\u30fb\u30dc\u30b9\uff09\u6c0f\u306f\u3001\u904b\u55b6\u5229\u76ca\u306e\u62e1\u5927\u3068\u682a\u4e3b\u9084\u5143\u306e\u9ad8\u3044\u6f5c\u5728\u80fd\u529b\u3092\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Venture Global\uff08\u30d9\u30f3\u30c1\u30e3\u30fc\u30fb\u30b0\u30ed\u30fc\u30d0\u30eb\uff09\u306f\u3001\u4e0a\u5834\u3057\u305f\u3070\u304b\u308a\u306e\u6db2\u5316\u5929\u7136\u30ac\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u682a\u304c\u3001Goldman Sachs\uff08\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\uff09\u3068Bank of America\uff08\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\uff09\u306e\u8cb7\u3044\u63a8\u5968\u3092\u53d7\u3051\u30668%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Altice USA\uff08\u30a2\u30eb\u30c6\u30a3\u30b9USA\uff09\u306f\u3001Raymond James\uff08\u30ec\u30a4\u30e2\u30f3\u30c9\u30fb\u30b8\u30a7\u30fc\u30e0\u30ba\uff09\u306b\u3088\u308b\u8a55\u4fa1\u5f15\u304d\u4e0a\u3052\u3092\u53d7\u3051\u30662%\u306e\u4e0a\u6607\u3092\u898b\u305b\u307e\u3057\u305f\u3002<\/p>\n<p>Moderna\uff08\u30e2\u30c7\u30eb\u30ca\uff09\u306f\u3001\u7b2c\u56db\u56db\u534a\u671f\u306e\u7d50\u679c\u3092\u80cc\u666f\u306b\u682a\u4fa1\u304c7%\u4e0a\u6607\u3057\u3001\u524d\u9031\u91d1\u66dc\u65e5\u306e3%\u306e\u4e0a\u6607\u306b\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u671d\u306e\u6bb5\u968e\u3067\u91cd\u307f\u4ed8\u3051\u3092\u5f15\u304d\u4e0b\u3052\u3089\u308c\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u306e\u4e0a\u6607\u3067\u3059\u3002<\/p>\n<p>Conagra Brands\uff08\u30b3\u30ca\u30b0\u30e9\u30fb\u30d6\u30e9\u30f3\u30ba\uff09\u306f\u30012025\u5e74\u306e\u5229\u76ca\u4e88\u60f3\u3092\u5f15\u304d\u4e0b\u3052\u305f\u305f\u3081\u30015%\u4ee5\u4e0a\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002 \u8a72\u793e\u306f\u30011\u682a\u3042\u305f\u308a\u7d042.35\u30c9\u30eb\u306e\u5229\u76ca\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u5f93\u6765\u306e\u4e88\u60f3\u306e2.45\u30c9\u30eb\u304b\u30892.50\u30c9\u30eb\u306e\u7bc4\u56f2\u304b\u3089\u4e0b\u65b9\u4fee\u6b63\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u672c\u65e5\u5348\u9593\u53d6\u5f15\u306b\u304a\u3044\u3066\u3001\u4f01\u696d\u306e\u682a\u4fa1\u5909\u52d5\u304c\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002Super Micro Computer\u306f\u6025\u9a30\u3057\u3001Constellation Brands\u306f\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u5f71\u97ff\u3067\u4e0a\u6607\u3001Fluor\u306f\u5927\u304d\u306a\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002<\/p>\n","protected":false},"author":1,"featured_media":601621,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-601606","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"<!-- wp:paragraph --><p>\u672c\u65e5\u5348\u9593\u53d6\u5f15\u306b\u304a\u3044\u3066\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u4f01\u696d\u306e\u52d5\u5411\u3092\u4ee5\u4e0b\u306b\u3054\u7d39\u4ecb\u3044\u305f\u3057\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Super Micro Computer\uff08\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\uff09\u306f\u3001CEO\u306eCharles Liang\uff08\u30c1\u30e3\u30fc\u30eb\u30ba\u30fb\u30ea\u30e3\u30f3\uff09\u6c0f\u304c\u30012\u670825\u65e5\u7de0\u5207\u306e\u5e74\u6b21\u5831\u544a\u66f8\u3092\u671f\u65e5\u901a\u308a\u306b\u63d0\u51fa\u3067\u304d\u308b\u3068\u300c\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u308b\u300d\u3068\u8a9e\u3063\u305f\u5f8c\u3001\u682a\u4fa1\u304c11%\u6025\u9a30\u3057\u3001\u5148\u9031\u306e32%\u306e\u4e0a\u6607\u306b\u52a0\u901f\u304c\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Constellation Brands\uff08\u30b3\u30f3\u30b9\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30d6\u30e9\u30f3\u30ba\uff09\u306f\u3001Warren Buffett\uff08\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\uff09\u6c0f\u306eBerkshire Hathaway\uff08\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\uff09\u304c\u7b2c4\u56db\u534a\u671f\u306b12\u5104\u30c9\u30eb\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u53d6\u5f97\u3057\u305f\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u3001\u682a\u4fa1\u304c4.4%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6301\u682a\u306f\u5927\u624b\u306b\u3068\u3063\u3066\u6bd4\u8f03\u7684\u5c0f\u3055\u306a\u3082\u306e\u3067\u3042\u308b\u305f\u3081\u3001Buffett\u6c0f\u306e\u6295\u8cc7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u3042\u308bTed Weschler\uff08\u30c6\u30c3\u30c9\u30fb\u30a6\u30a7\u30b9\u30e9\u30fc\uff09\u6c0f\u3068Todd Combs\uff08\u30c8\u30c3\u30c9\u30fb\u30b3\u30fc\u30e0\u30ba\uff09\u6c0f\u306b\u3088\u3063\u3066\u8cfc\u5165\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Intel\uff08\u30a4\u30f3\u30c6\u30eb\uff09\u306f\u3001\u7af6\u5408\u306eBroadcom\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u3068Taiwan Semiconductor Manufacturing\uff08\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\u3001TSMC\uff09\u304c\u540c\u793e\u306e\u5206\u5272\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3068\u306e\u5831\u9053\u3092\u53d7\u3051\u3066\u682a\u4fa1\u304c10%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u8a71\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u306b\u3042\u308a\u3001\u4e21\u793e\u306f\u5171\u540c\u4f5c\u696d\u3092\u884c\u3063\u3066\u3044\u306a\u3044\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>General Mills\uff08\u30b8\u30a7\u30cd\u30e9\u30eb\u30fb\u30df\u30eb\u30ba\uff09\u306f\u3001Consumer Analyst Group of New York\uff08CAGNY\uff09\u3067\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u5f8c\u306b3%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u4f1a\u793e\u306f2025\u4f1a\u8a08\u5e74\u5ea6\u306e\u7af6\u4e89\u529b\u5411\u4e0a\u306b\u5411\u3051\u3066\u9032\u5c55\u3092\u793a\u3057\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u4e88\u60f3\u3088\u308a\u3082\u9045\u3044\u30da\u30fc\u30b9\u3067\u3042\u308b\u3068\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Fluor\uff08\u30d5\u30eb\u30aa\u30fc\u30eb\uff09\u306f\u3001\u671f\u5f85\u5916\u308c\u306e\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u3092\u53d7\u3051\u3066\u682a\u4fa1\u304c9%\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8c\u306e\u5229\u76ca\u30921\u682a\u3042\u305f\u308a48\u30bb\u30f3\u30c8\u3001\u58f2\u4e0a\u9ad8\u309242.6\u5104\u30c9\u30eb\u3068\u5831\u544a\u3057\u307e\u3057\u305f\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f78\u30bb\u30f3\u30c8\u306e\u5229\u76ca\u306844.2\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u9ad8\u3092\u4e88\u60f3\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Walgreens Boots Alliance\uff08\u30a6\u30a9\u30eb\u30b0\u30ea\u30fc\u30f3\u30ba\u30fb\u30d6\u30fc\u30c4\u30fb\u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\uff09\u306f\u3001Walgreens\u3068\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u30d5\u30a1\u30fc\u30e0\u306eSycamore Partners\uff08\u30b7\u30ab\u30e2\u30a2\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u30ba\uff09\u3068\u306e\u9593\u3067\u306e\u8cb7\u53ce\u306e\u53ef\u80fd\u6027\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3068\u306e\u5831\u9053\u304c\u3042\u308a\u3001\u682a\u4fa1\u304c11.9%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Nike\uff08\u30ca\u30a4\u30ad\uff09\u306f\u3001Kim Kardashian\uff08\u30ad\u30e0\u30fb\u30ab\u30fc\u30c0\u30b7\u30a2\u30f3\uff09\u306eSkims\uff08\u30b9\u30ad\u30e0\u30ba\uff09\u3068\u306e\u65b0\u30d6\u30e9\u30f3\u30c9\u63d0\u643a\u3092\u767a\u8868\u3057\u305f\u5f8c\u30014.5%\u306e\u4e0a\u6607\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u65b0\u30d6\u30e9\u30f3\u30c9\u300eNikeSKIMS\uff08\u30ca\u30a4\u30ad\u30b9\u30ad\u30e0\u30ba\uff09\u300f\u306f\u3001\u6625\u306b\u30a2\u30e1\u30ea\u30ab\u3067\u521d\u306e\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u3092\u767a\u8868\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Medtronic\uff08\u30e1\u30c9\u30c8\u30ed\u30cb\u30c3\u30af\uff09\u306f\u3001\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u6df7\u5408\u3067\u3042\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c6.8%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u3001\u8abf\u6574\u5f8c\u306e\u5229\u76ca\u30921\u682a\u3042\u305f\u308a1.39\u30c9\u30eb\u3001\u58f2\u4e0a\u9ad8\u309282.9\u5104\u30c9\u30eb\u3068\u5831\u544a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f1.36\u30c9\u30eb\u306e\u5229\u76ca\u300183.3\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u3092\u4e88\u60f3\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Snowflake\uff08\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\uff09\u306f\u3001Wolfe Research\uff08\u30a6\u30eb\u30d5\u30ea\u30b5\u30fc\u30c1\uff09\u306b\u3088\u308b\u8a55\u4fa1\u306e\u5f15\u304d\u4e0a\u3052\u3092\u53d7\u3051\u30662.5%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Wolfe\u306f\u3001\u6d88\u8cbb\u52d5\u5411\u306e\u6539\u5584\u3092\u30ab\u30bf\u30ea\u30b9\u30c8\u3068\u3057\u3066\u793a\u3057\u3001\u30c7\u30fc\u30bf\u5206\u6790\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30e1\u30fc\u30ab\u30fc\u304c\u6765\u9031\u306e\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u3067\u300c\u5805\u5b9f\u306a\u300d\u5831\u544a\u3092\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Bath &#038; Body Works\uff08\u30d0\u30b9\uff06\u30dc\u30c7\u30a3\u30fb\u30ef\u30fc\u30af\u30b9\uff09\u306f\u3001JPMorgan\u306b\u3088\u308b\u682a\u5f0f\u306e\u683c\u4e0a\u3052\u3092\u53d7\u3051\u30669%\u306e\u4e0a\u6607\u5e45\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eMatthew Boss\uff08\u30de\u30b7\u30e5\u30fc\u30fb\u30dc\u30b9\uff09\u6c0f\u306f\u3001\u904b\u55b6\u5229\u76ca\u306e\u62e1\u5927\u3068\u682a\u4e3b\u9084\u5143\u306e\u9ad8\u3044\u6f5c\u5728\u80fd\u529b\u3092\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Venture Global\uff08\u30d9\u30f3\u30c1\u30e3\u30fc\u30fb\u30b0\u30ed\u30fc\u30d0\u30eb\uff09\u306f\u3001\u4e0a\u5834\u3057\u305f\u3070\u304b\u308a\u306e\u6db2\u5316\u5929\u7136\u30ac\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u682a\u304c\u3001Goldman Sachs\uff08\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\uff09\u3068Bank of America\uff08\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\uff09\u306e\u8cb7\u3044\u63a8\u5968\u3092\u53d7\u3051\u30668%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Altice USA\uff08\u30a2\u30eb\u30c6\u30a3\u30b9USA\uff09\u306f\u3001Raymond James\uff08\u30ec\u30a4\u30e2\u30f3\u30c9\u30fb\u30b8\u30a7\u30fc\u30e0\u30ba\uff09\u306b\u3088\u308b\u8a55\u4fa1\u5f15\u304d\u4e0a\u3052\u3092\u53d7\u3051\u30662%\u306e\u4e0a\u6607\u3092\u898b\u305b\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Moderna\uff08\u30e2\u30c7\u30eb\u30ca\uff09\u306f\u3001\u7b2c\u56db\u56db\u534a\u671f\u306e\u7d50\u679c\u3092\u80cc\u666f\u306b\u682a\u4fa1\u304c7%\u4e0a\u6607\u3057\u3001\u524d\u9031\u91d1\u66dc\u65e5\u306e3%\u306e\u4e0a\u6607\u306b\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u671d\u306e\u6bb5\u968e\u3067\u91cd\u307f\u4ed8\u3051\u3092\u5f15\u304d\u4e0b\u3052\u3089\u308c\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u306e\u4e0a\u6607\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Conagra Brands\uff08\u30b3\u30ca\u30b0\u30e9\u30fb\u30d6\u30e9\u30f3\u30ba\uff09\u306f\u30012025\u5e74\u306e\u5229\u76ca\u4e88\u60f3\u3092\u5f15\u304d\u4e0b\u3052\u305f\u305f\u3081\u30015%\u4ee5\u4e0a\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002 \u8a72\u793e\u306f\u30011\u682a\u3042\u305f\u308a\u7d042.35\u30c9\u30eb\u306e\u5229\u76ca\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u5f93\u6765\u306e\u4e88\u60f3\u306e2.45\u30c9\u30eb\u304b\u30892.50\u30c9\u30eb\u306e\u7bc4\u56f2\u304b\u3089\u4e0b\u65b9\u4fee\u6b63\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph 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