{"id":621212,"date":"2025-02-25T03:07:47","date_gmt":"2025-02-24T19:07:47","guid":{"rendered":"https:\/\/ztylezman.com\/?p=621212"},"modified":"2025-02-25T03:07:47","modified_gmt":"2025-02-24T19:07:47","slug":"%e7%8f%be%e5%9c%a8%e5%b8%82%e5%a0%b4%e4%b8%8a%e9%97%9c%e6%b3%a8%e7%9a%84%e5%b9%be%e5%ae%b6%e5%85%ac%e5%8f%b8%e5%8b%95%e6%85%8b","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/%e7%8f%be%e5%9c%a8%e5%b8%82%e5%a0%b4%e4%b8%8a%e9%97%9c%e6%b3%a8%e7%9a%84%e5%b9%be%e5%ae%b6%e5%85%ac%e5%8f%b8%e5%8b%95%e6%85%8b\/","title":{"rendered":"\u73fe\u5728\u5e02\u5834\u4e0a\u95dc\u6ce8\u7684\u5e7e\u5bb6\u516c\u53f8\u52d5\u614b"},"content":{"rendered":"<p>\u73fe\u5728\u5e02\u5834\u4e0a\u95dc\u6ce8\u7684\u5e7e\u5bb6\u516c\u53f8\u52d5\u614b\u5982\u4e0b\uff1a<\/p>\n<p>\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\uff08Berkshire Hathaway\uff09\u3067\u306f\u3001\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30c3\u30d5\u30a7\u30c3\u30c8\uff08Warren Buffett\uff09\u304c\u7387\u3044\u308b\u30b3\u30f3\u30b0\u30ed\u30de\u30ea\u30c3\u30c8\u306eA\u30af\u30e9\u30b9\u682a\u304c\u597d\u8abf\u306a\u6c7a\u7b97\u5831\u544a\u3092\u53d7\u3051\u3066\u3001\u7d044%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u4f01\u696d\u306f\u3001\u7b2c\u56db\u56db\u534a\u671f\u306b\u304a\u3051\u308b\u55b6\u696d\u5229\u76ca\u304c71%\u5897\u306e145\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001\u7279\u306b\u4fdd\u967a\u5f15\u53d7\u3051\u304c302%\u3082\u5897\u52a0\u3057\u305f\u3053\u3068\u304c\u8981\u56e0\u3067\u3059\u3002\u81ea\u52d5\u8eca\u4fdd\u967a\u306e\u5927\u624b\u3067\u3042\u308b\u30ac\u30a4\u30b3\uff08GEICO\uff09\u304c\u3001\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u306b\u3068\u3063\u3066\u6700\u3082\u597d\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002<\/p>\n<p>\u30e1\u30bf\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30ba\uff08Meta Platforms\uff09\u3001\u3064\u307e\u308a\u30d5\u30a7\u30a4\u30b9\u30d6\u30c3\u30af\uff08Facebook\uff09\u306e\u89aa\u4f1a\u793e\u306f\u30011%\u4ee5\u4e0a\u4e0b\u843d\u3057\u30015\u65e5\u9023\u7d9a\u306e\u4e0b\u843d\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u30e1\u30bf\u306f\u904e\u53bb5\u55b6\u696d\u65e5\u3067\u7d0410%\u306e\u5024\u4e0b\u304c\u308a\u3092\u3057\u3001\u3053\u308c\u306f8\u6708\u4ee5\u6765\u306e\u6700\u3082\u9577\u3044\u4e0b\u843d\u5468\u671f\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\uff08Palantir\uff09\u306e\u682a\u306f\u6708\u66dc\u65e5\u306b8.7%\u6025\u843d\u3057\u30014\u65e5\u9023\u7d9a\u306e\u4e0b\u3052\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u5c0f\u53e3\u6295\u8cc7\u5bb6\u306b\u4eba\u6c17\u306e\u540c\u793e\u306f\u6700\u8fd1\u3001\u5024\u4e0b\u304c\u308a\u306e\u5146\u5019\u3092\u898b\u305b\u3066\u304a\u308a\u3001\u904e\u53bb5\u55b6\u696d\u65e5\u306b\u6bd4\u3079\u306624%\u3082\u4e0b\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c9\u30df\u30ce\u30fb\u30d4\u30b6\uff08Domino&#8217;s Pizza\uff09\u306f\u3001\u7b2c\u56db\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u3081\u30012%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30c9\u30df\u30ce\u306f1\u682a\u3042\u305f\u308a4.89\u30c9\u30eb\u306e\u5229\u76ca\u3092\u5831\u544a\u3057\u3001\u53ce\u76ca\u306f14.4\u5104\u30c9\u30eb\u3067\u3057\u305f\u304c\u3001FactSet\u306b\u3088\u308b\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u306f\u30011\u682a\u3042\u305f\u308a4.90\u30c9\u30eb\u3001\u53ce\u76ca\u306f14.8\u5104\u30c9\u30eb\u3060\u3063\u305f\u305f\u3081\u3067\u3059\u3002\u540c\u5e97\u8217\u58f2\u4e0a\u9ad8\u3082\u3001\u30ec\u30b9\u30c8\u30e9\u30f3\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u6307\u6a19\u3067\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u671f\u5f85\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u30a2\u30ea\u30d0\u30d0\uff08Alibaba\uff09\u306f\u3001\u5148\u9031\u306e\u671f\u5f85\u4ee5\u4e0a\u306e\u6c7a\u7b97\u767a\u8868\u5f8c\u306e15.3%\u306e\u4e0a\u6607\u304b\u3089\u30019%\u306e\u6025\u843d\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u3053\u306e\u52d5\u304d\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\uff08Morgan Stanley\uff09\u304c\u4eca\u9031\u3001\u540c\u793e\u306e\u682a\u3092\u300c\u4e2d\u7acb\u300d\u304b\u3089\u300c\u30aa\u30fc\u30d0\u30fc\u30a6\u30a7\u30a4\u30c8\u300d\u306b\u5f15\u304d\u4e0a\u3052\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u8d77\u3053\u308a\u307e\u3057\u305f\u3002\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306f\u3001\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u30af\u30e9\u30a6\u30c9\u30d3\u30b8\u30cd\u30b9\u53ce\u5165\u304c\u305d\u306e\u5f15\u304d\u4e0a\u3052\u306e\u8981\u56e0\u3060\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30ed\u30d3\u30f3\u30d5\u30c3\u30c9\uff08Robinhood\uff09\u306e\u682a\u306f\u6708\u66dc\u65e5\u306b2%\u4ee5\u4e0a\u4e0b\u843d\u3057\u30015\u65e5\u9023\u7d9a\u306e\u4e0b\u3052\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u5148\u9031\u3001\u30ed\u30d3\u30f3\u30d5\u30c3\u30c9\u306f\u30a6\u30eb\u30d5\u30fb\u30ea\u30b5\u30fc\u30c1\uff08Wolfe Research\uff09\u306b\u3088\u3063\u3066\u300c\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u300d\u306b\u683c\u4e0b\u3052\u3055\u308c\u30012\u4eba\u306e\u4f01\u696d\u5185\u90e8\u8005\u304c\u6700\u8fd1\u306e\u682a\u5f0f\u8ca9\u58f2\u3092\u958b\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u30ca\u30a4\u30ad\uff08Nike\uff09\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\uff08Jefferies\uff09\u306b\u3088\u308b\u300c\u30db\u30fc\u30eb\u30c9\u300d\u304b\u3089\u300c\u30d0\u30a4\u300d\u3078\u306e\u683c\u4e0a\u3052\u3092\u53d7\u3051\u30014%\u4ee5\u4e0a\u306e\u4e0a\u6607\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001\u540c\u793e\u304c\u300c\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u30a8\u30f3\u30b8\u30f3\u3092\u518d\u7a3c\u50cd\u3055\u305b\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30ec\u30c3\u30b7\u30e5\u30da\u30c3\u30c8\uff08Freshpet\uff09\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306b\u3088\u308b\u300c\u30db\u30fc\u30eb\u30c9\u300d\u304b\u3089\u300c\u30d0\u30a4\u300d\u3078\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u53d7\u3051\u30018%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001\u540c\u793e\u306e\u682a\u304c\u73fe\u5728\u306e\u53d6\u5f15\u4fa1\u683c\u3088\u308a50%\u4fa1\u5024\u304c\u3042\u308b\u3068\u6307\u6458\u3057\u30012027\u5e74\u307e\u3067\u306b23%\u306e\u58f2\u4e0a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002<\/p>\n<p>\u30ea\u30d3\u30a2\u30f3\uff08Rivian\uff09\u306e\u682a\u306f\u3001\u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\uff08Bank of America\uff09\u306b\u3088\u308b\u300c\u30cb\u30e5\u30fc\u30c8\u30e9\u30eb\u300d\u304b\u3089\u300c\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u300d\u3078\u306e\u683c\u4e0b\u3052\u3092\u53d7\u3051\u3066\u30018%\u8fd1\u304f\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b8\u30e7\u30f3\u30fb\u30de\u30fc\u30d5\u30a3\u30fc\uff08John Murphy\uff09\u306f\u3001\u7af6\u4e89\u5727\u529b\u306e\u9ad8\u307e\u308a\u30012025\u5e74\u306e\u898b\u901a\u3057\u304c\u4e88\u60f3\u3088\u308a\u8edf\u5316\u3057\u3066\u3044\u308b\u3053\u3068\u3001EV\u9700\u8981\u306e\u6e1b\u901f\u3001\u30a2\u30e1\u30ea\u30ab\u306eEV\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u5f15\u304d\u4e0b\u3052\u306e\u53ef\u80fd\u6027\u3092\u7406\u7531\u306b\u6319\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a8\u30cd\u30eb\u30ae\u30fc\u682a\u306b\u95a2\u3057\u3066\u306f\u3001TD\u30ab\u30a6\u30a8\u30f3\uff08TD Cowen\uff09\u304c\u5148\u9031\u767a\u8868\u3057\u305f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff08Microsoft\uff09\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u3066\u3001\u30d1\u30ef\u30fc\u4f1a\u793e\u306e\u682a\u304c\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30de\u30a4\u30b1\u30eb\u30fb\u30a8\u30ea\u30a2\u30b9\uff08Michael Elias\uff09\u306f\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c\u300c\u6570\u767eMW\u306e\u5951\u7d04\u3092\u30ad\u30e3\u30f3\u30bb\u30eb\u3057\u305f\u300d\u3068\u8ff0\u3079\u3001\u5c11\u306a\u304f\u3068\u30822\u3064\u306e\u6c11\u9593\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3057\u305f\u3002\u30bf\u30ec\u30f3\u30fb\u30a8\u30ca\u30b8\u30fc\uff08Talen Energy\uff09\u3068GE\u30f4\u30a7\u30eb\u30ce\u30d0\uff08GE Vernova\uff09\u306f\u305d\u308c\u305e\u308c2%\u4e0b\u843d\u3057\u3001\u30d3\u30b9\u30c8\u30e9\uff08Vistra\uff09\u306f\u307b\u307c4%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30b3\u30f3\u30b9\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30a8\u30ca\u30b8\u30fc\uff08Constellation Energy\uff09\u306f\u7d047%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\u3084\u30e1\u30bf\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30ba\u306a\u3069\u306e\u4f01\u696d\u304c\u6700\u8fd1\u306e\u6c7a\u7b97\u3084\u5e02\u5834\u52d5\u5411\u306b\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\u306f\u597d\u8abf\u306a\u6c7a\u7b97\u3067\u4e0a\u6607\u3001\u4e00\u65b9\u30e1\u30bf\u3084\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\u306f5\u65e5\u9023\u7d9a\u4e0b\u843d\u306e\u5146\u5019\u3002<\/p>\n","protected":false},"author":1,"featured_media":621215,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-621212","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"<!-- wp:paragraph --><p>\u73fe\u5728\u5e02\u5834\u4e0a\u95dc\u6ce8\u7684\u5e7e\u5bb6\u516c\u53f8\u52d5\u614b\u5982\u4e0b\uff1a<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\uff08Berkshire Hathaway\uff09\u3067\u306f\u3001\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30c3\u30d5\u30a7\u30c3\u30c8\uff08Warren Buffett\uff09\u304c\u7387\u3044\u308b\u30b3\u30f3\u30b0\u30ed\u30de\u30ea\u30c3\u30c8\u306eA\u30af\u30e9\u30b9\u682a\u304c\u597d\u8abf\u306a\u6c7a\u7b97\u5831\u544a\u3092\u53d7\u3051\u3066\u3001\u7d044%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u4f01\u696d\u306f\u3001\u7b2c\u56db\u56db\u534a\u671f\u306b\u304a\u3051\u308b\u55b6\u696d\u5229\u76ca\u304c71%\u5897\u306e145\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001\u7279\u306b\u4fdd\u967a\u5f15\u53d7\u3051\u304c302%\u3082\u5897\u52a0\u3057\u305f\u3053\u3068\u304c\u8981\u56e0\u3067\u3059\u3002\u81ea\u52d5\u8eca\u4fdd\u967a\u306e\u5927\u624b\u3067\u3042\u308b\u30ac\u30a4\u30b3\uff08GEICO\uff09\u304c\u3001\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u306b\u3068\u3063\u3066\u6700\u3082\u597d\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30e1\u30bf\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30ba\uff08Meta Platforms\uff09\u3001\u3064\u307e\u308a\u30d5\u30a7\u30a4\u30b9\u30d6\u30c3\u30af\uff08Facebook\uff09\u306e\u89aa\u4f1a\u793e\u306f\u30011%\u4ee5\u4e0a\u4e0b\u843d\u3057\u30015\u65e5\u9023\u7d9a\u306e\u4e0b\u843d\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u30e1\u30bf\u306f\u904e\u53bb5\u55b6\u696d\u65e5\u3067\u7d0410%\u306e\u5024\u4e0b\u304c\u308a\u3092\u3057\u3001\u3053\u308c\u306f8\u6708\u4ee5\u6765\u306e\u6700\u3082\u9577\u3044\u4e0b\u843d\u5468\u671f\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\uff08Palantir\uff09\u306e\u682a\u306f\u6708\u66dc\u65e5\u306b8.7%\u6025\u843d\u3057\u30014\u65e5\u9023\u7d9a\u306e\u4e0b\u3052\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u5c0f\u53e3\u6295\u8cc7\u5bb6\u306b\u4eba\u6c17\u306e\u540c\u793e\u306f\u6700\u8fd1\u3001\u5024\u4e0b\u304c\u308a\u306e\u5146\u5019\u3092\u898b\u305b\u3066\u304a\u308a\u3001\u904e\u53bb5\u55b6\u696d\u65e5\u306b\u6bd4\u3079\u306624%\u3082\u4e0b\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30c9\u30df\u30ce\u30fb\u30d4\u30b6\uff08Domino&#8217;s Pizza\uff09\u306f\u3001\u7b2c\u56db\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u3081\u30012%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30c9\u30df\u30ce\u306f1\u682a\u3042\u305f\u308a4.89\u30c9\u30eb\u306e\u5229\u76ca\u3092\u5831\u544a\u3057\u3001\u53ce\u76ca\u306f14.4\u5104\u30c9\u30eb\u3067\u3057\u305f\u304c\u3001FactSet\u306b\u3088\u308b\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u306f\u30011\u682a\u3042\u305f\u308a4.90\u30c9\u30eb\u3001\u53ce\u76ca\u306f14.8\u5104\u30c9\u30eb\u3060\u3063\u305f\u305f\u3081\u3067\u3059\u3002\u540c\u5e97\u8217\u58f2\u4e0a\u9ad8\u3082\u3001\u30ec\u30b9\u30c8\u30e9\u30f3\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u6307\u6a19\u3067\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u671f\u5f85\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30a2\u30ea\u30d0\u30d0\uff08Alibaba\uff09\u306f\u3001\u5148\u9031\u306e\u671f\u5f85\u4ee5\u4e0a\u306e\u6c7a\u7b97\u767a\u8868\u5f8c\u306e15.3%\u306e\u4e0a\u6607\u304b\u3089\u30019%\u306e\u6025\u843d\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u3053\u306e\u52d5\u304d\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\uff08Morgan Stanley\uff09\u304c\u4eca\u9031\u3001\u540c\u793e\u306e\u682a\u3092\u300c\u4e2d\u7acb\u300d\u304b\u3089\u300c\u30aa\u30fc\u30d0\u30fc\u30a6\u30a7\u30a4\u30c8\u300d\u306b\u5f15\u304d\u4e0a\u3052\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u8d77\u3053\u308a\u307e\u3057\u305f\u3002\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306f\u3001\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u30af\u30e9\u30a6\u30c9\u30d3\u30b8\u30cd\u30b9\u53ce\u5165\u304c\u305d\u306e\u5f15\u304d\u4e0a\u3052\u306e\u8981\u56e0\u3060\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30ed\u30d3\u30f3\u30d5\u30c3\u30c9\uff08Robinhood\uff09\u306e\u682a\u306f\u6708\u66dc\u65e5\u306b2%\u4ee5\u4e0a\u4e0b\u843d\u3057\u30015\u65e5\u9023\u7d9a\u306e\u4e0b\u3052\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u5148\u9031\u3001\u30ed\u30d3\u30f3\u30d5\u30c3\u30c9\u306f\u30a6\u30eb\u30d5\u30fb\u30ea\u30b5\u30fc\u30c1\uff08Wolfe Research\uff09\u306b\u3088\u3063\u3066\u300c\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u300d\u306b\u683c\u4e0b\u3052\u3055\u308c\u30012\u4eba\u306e\u4f01\u696d\u5185\u90e8\u8005\u304c\u6700\u8fd1\u306e\u682a\u5f0f\u8ca9\u58f2\u3092\u958b\u793a\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30ca\u30a4\u30ad\uff08Nike\uff09\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\uff08Jefferies\uff09\u306b\u3088\u308b\u300c\u30db\u30fc\u30eb\u30c9\u300d\u304b\u3089\u300c\u30d0\u30a4\u300d\u3078\u306e\u683c\u4e0a\u3052\u3092\u53d7\u3051\u30014%\u4ee5\u4e0a\u306e\u4e0a\u6607\u3092\u898b\u305b\u307e\u3057\u305f\u3002\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001\u540c\u793e\u304c\u300c\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u30a8\u30f3\u30b8\u30f3\u3092\u518d\u7a3c\u50cd\u3055\u305b\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30d5\u30ec\u30c3\u30b7\u30e5\u30da\u30c3\u30c8\uff08Freshpet\uff09\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306b\u3088\u308b\u300c\u30db\u30fc\u30eb\u30c9\u300d\u304b\u3089\u300c\u30d0\u30a4\u300d\u3078\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u53d7\u3051\u30018%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306f\u3001\u540c\u793e\u306e\u682a\u304c\u73fe\u5728\u306e\u53d6\u5f15\u4fa1\u683c\u3088\u308a50%\u4fa1\u5024\u304c\u3042\u308b\u3068\u6307\u6458\u3057\u30012027\u5e74\u307e\u3067\u306b23%\u306e\u58f2\u4e0a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30ea\u30d3\u30a2\u30f3\uff08Rivian\uff09\u306e\u682a\u306f\u3001\u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\uff08Bank of America\uff09\u306b\u3088\u308b\u300c\u30cb\u30e5\u30fc\u30c8\u30e9\u30eb\u300d\u304b\u3089\u300c\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u300d\u3078\u306e\u683c\u4e0b\u3052\u3092\u53d7\u3051\u3066\u30018%\u8fd1\u304f\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b8\u30e7\u30f3\u30fb\u30de\u30fc\u30d5\u30a3\u30fc\uff08John Murphy\uff09\u306f\u3001\u7af6\u4e89\u5727\u529b\u306e\u9ad8\u307e\u308a\u30012025\u5e74\u306e\u898b\u901a\u3057\u304c\u4e88\u60f3\u3088\u308a\u8edf\u5316\u3057\u3066\u3044\u308b\u3053\u3068\u3001EV\u9700\u8981\u306e\u6e1b\u901f\u3001\u30a2\u30e1\u30ea\u30ab\u306eEV\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u5f15\u304d\u4e0b\u3052\u306e\u53ef\u80fd\u6027\u3092\u7406\u7531\u306b\u6319\u3052\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30a8\u30cd\u30eb\u30ae\u30fc\u682a\u306b\u95a2\u3057\u3066\u306f\u3001TD\u30ab\u30a6\u30a8\u30f3\uff08TD Cowen\uff09\u304c\u5148\u9031\u767a\u8868\u3057\u305f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff08Microsoft\uff09\u306b\u95a2\u3059\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u3066\u3001\u30d1\u30ef\u30fc\u4f1a\u793e\u306e\u682a\u304c\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30de\u30a4\u30b1\u30eb\u30fb\u30a8\u30ea\u30a2\u30b9\uff08Michael Elias\uff09\u306f\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c\u300c\u6570\u767eMW\u306e\u5951\u7d04\u3092\u30ad\u30e3\u30f3\u30bb\u30eb\u3057\u305f\u300d\u3068\u8ff0\u3079\u3001\u5c11\u306a\u304f\u3068\u30822\u3064\u306e\u6c11\u9593\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3057\u305f\u3002\u30bf\u30ec\u30f3\u30fb\u30a8\u30ca\u30b8\u30fc\uff08Talen Energy\uff09\u3068GE\u30f4\u30a7\u30eb\u30ce\u30d0\uff08GE Vernova\uff09\u306f\u305d\u308c\u305e\u308c2%\u4e0b\u843d\u3057\u3001\u30d3\u30b9\u30c8\u30e9\uff08Vistra\uff09\u306f\u307b\u307c4%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30b3\u30f3\u30b9\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30a8\u30ca\u30b8\u30fc\uff08Constellation Energy\uff09\u306f\u7d047%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/621212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/comments?post=621212"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/621212\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/621215"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=621212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=621212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=621212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}