{"id":625270,"date":"2025-02-26T03:08:50","date_gmt":"2025-02-25T19:08:50","guid":{"rendered":"https:\/\/ztylezman.com\/?p=625270"},"modified":"2025-02-26T03:08:50","modified_gmt":"2025-02-25T19:08:50","slug":"%e6%9c%ac%e6%97%a5%e5%8d%88%e9%96%93%e5%8f%96%e5%bc%95%e3%81%a7%e3%81%ae%e6%a0%aa%e4%be%a1%e5%8b%95%e5%90%91","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%a7%e3%81%ae%e6%a0%aa%e4%be%a1%e5%8b%95%e5%90%91\/","title":{"rendered":"\u672c\u65e5\u5348\u9593\u53d6\u5f15\u3067\u306e\u682a\u4fa1\u52d5\u5411"},"content":{"rendered":"<p>\u672c\u65e5\u5348\u9593\u4ea4\u6613\u4e2d\uff0c\u5e7e\u5bb6\u516c\u53f8\u5f15\u767c\u5e02\u5834\u95dc\u6ce8\uff0c\u4ee5\u4e0b\u662f\u8a73\u7d30\u5206\u6790\uff1a<\/p>\n<p>Solventum \u2014 \u3053\u306e\u30d8\u30eb\u30b9\u30b1\u30a2\u4f01\u696d\u306f\u3001\u6d44\u5316\u304a\u3088\u3073\u30d5\u30a3\u30eb\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u4e8b\u696d\u3092Thermo Fisher Scientific\uff08\u30bb\u30eb\u30e2\u30fb\u30d5\u30a3\u30c3\u30b7\u30e3\u30fc\u30fb\u30b5\u30a4\u30a8\u30f3\u30c6\u30a3\u30d5\u30a3\u30c3\u30af\uff09\u306b41\u5104\u30c9\u30eb\u3067\u58f2\u5374\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u3001\u305d\u306e\u682a\u4fa1\u306f\u7d0410%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u53d6\u5f15\u306f2025\u5e74\u672b\u307e\u3067\u306b\u5b8c\u4e86\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n<p>Sempra \u2014 \u516c\u5171\u4e8b\u696d\u4f1a\u793e\u306eSempra\u306f\u3001\u901a\u5e74\u306e\u5229\u76ca\u4e88\u6e2c\u3092\u4e0b\u65b9\u4fee\u6b63\u3057\u3001\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u30924.30\u30c9\u30eb\u304b\u30894.70\u30c9\u30eb\u3068\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u5f93\u6765\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u3042\u308b4.90\u30c9\u30eb\u304b\u30895.25\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u3082\u4e88\u60f3\u306b\u5c4a\u304b\u305a\u3001\u682a\u4fa1\u306f20%\u6025\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Krispy Kreme \u2014 \u30c9\u30fc\u30ca\u30c4\u30c1\u30a7\u30fc\u30f3\u306eKrispy Kreme\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u671f\u5f85\u3092\u4e0b\u56de\u3063\u305f\u7d50\u679c\u3001\u682a\u4fa1\u304c24%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f1\u30bb\u30f3\u30c8\u3067\u3001\u53ce\u76ca\u306f4\u51044040\u4e07\u30c9\u30eb\u3002FactSet\u306b\u3088\u308b\u3068\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u6e2c\u306e10\u30bb\u30f3\u30c8\u304a\u3088\u30734\u51041400\u4e07\u30c9\u30eb\u306b\u53cd\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u901a\u5e74\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u671f\u5f85\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>American Tower \u2014 \u901a\u4fe1\u682a\u306eAmerican Tower\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u3001\u682a\u4fa1\u304c6%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u53ce\u76ca\u306f25.5\u5104\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b25.1\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>Li Auto \u2014 \u4e2d\u56fd\u306e\u96fb\u6c17\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fcLi Auto\u306e\u30a2\u30e1\u30ea\u30ab\u4e0a\u5834\u682a\u306f\u3001\u521d\u306e\u30d5\u30eb\u96fb\u52d5SUV\u3067\u3042\u308bLi Auto i8\u306e\u65b0\u3057\u3044\u5199\u771f\u3092\u767a\u8868\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u7d0413%\u4e0a\u6607\u3057\u307e\u3057\u305f\u30022\u679a\u306e\u5199\u771f\u306f\u5e02\u5834\u7d42\u4e86\u5f8c\u306bWeChat\u30a2\u30ab\u30a6\u30f3\u30c8\u3067\u516c\u958b\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n<p>Home Depot \u2014 \u30db\u30fc\u30e0\u6539\u5584\u5c0f\u58f2\u696d\u8005\u306eHome Depot\u306f\u30018\u56db\u534a\u671f\u9023\u7d9a\u306e\u58f2\u4e0a\u6e1b\u5c11\u304b\u3089\u56de\u5fa9\u3057\u3001\u682a\u4fa1\u304c4%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Wall Street\u306e\u7b2c4\u56db\u534a\u671f\u306e\u5229\u76ca\u4e88\u6e2c\u3082\u308f\u305a\u304b\u306b\u4e0a\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u9ad8\u91d1\u5229\u3084\u4f4f\u5b85\u4fa1\u683c\u306e\u5f71\u97ff\u3067\u6d88\u8cbb\u8005\u9700\u8981\u304c\u4f4e\u8ff7\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Eli Lilly \u2014 \u88fd\u85ac\u4f1a\u793eEli Lilly\u306f\u3001\u4f53\u91cd\u6e1b\u5c11\u85acZepbound\u306e\u9ad8\u7528\u91cf\u30d0\u30a4\u30a2\u30eb\u3092\u4f4e\u4fa1\u683c\u3067\u63d0\u4f9b\u3059\u308b\u300c\u81ea\u5df1\u8ca0\u62c5\u85ac\u5c40\u300d\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c2%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Keurig Dr Pepper \u2014 \u98f2\u6599\u4f1a\u793eKeurig Dr Pepper\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u826f\u597d\u3060\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c3%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f58\u30bb\u30f3\u30c8\u3067\u3001\u53ce\u76ca\u306f40\u51047000\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002FactSet\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u306f57\u30bb\u30f3\u30c8\u304a\u3088\u307340\u51041000\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n<p>Super Micro Computer \u2014 Super Micro\u306e\u682a\u306f\u3001\u91cd\u8981\u306a\u63d0\u51fa\u671f\u9650\u304c\u8fd1\u3065\u304f\u4e2d\u30678%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f12\u6708\u306b\u3001\u6700\u65b0\u306e\u8ca1\u52d9\u8af8\u8868\u30922\u670825\u65e5\u307e\u3067\u306b\u63d0\u51fa\u3059\u308b\u305f\u3081\u306e\u5ef6\u9577\u3092\u53d7\u3051\u307e\u3057\u305f\u3002<\/p>\n<p>Hims &#038; Hers Health \u2014 \u30c6\u30ec\u30d8\u30eb\u30b9\u4f01\u696dHims &#038; Hers\u306f\u3001Wall Street\u304c\u671f\u5f85\u3057\u305f\u7c97\u5229\u76ca\u3092\u4e0b\u56de\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c25%\u8fd1\u304f\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u7279\u306b\u3001\u7c73\u56fd\u98df\u54c1\u533b\u85ac\u54c1\u5c40\u304cWegovy\u3068Ozempic\u306e\u4f9b\u7d66\u4e0d\u8db3\u3092\u89e3\u6d88\u3057\u305f\u3068\u767a\u8868\u3057\u305f\u3053\u3068\u306b\u3088\u308a\u3001\u682a\u4fa1\u304c\u5927\u304d\u304f\u5f71\u97ff\u3092\u53d7\u3051\u307e\u3057\u305f\u3002<\/p>\n<p>Tempus AI \u2014 \u4eba\u5de5\u77e5\u80fd\u3092\u6d3b\u7528\u3057\u305f\u30d0\u30a4\u30aa\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696dTempus AI\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u3001\u682a\u4fa1\u306f16%\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u53ce\u76ca\u306f2\u51040100\u4e07\u30c9\u30eb\u3067\u3057\u305f\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f2\u51040300\u4e07\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>PayPal \u2014 \u6c7a\u6e08\u95a2\u9023\u682a\u306ePayPal\u306f\u30012025\u5e74\u306e\u8ca1\u52d9\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u518d\u78ba\u8a8d\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u682a\u4fa1\u304c2%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u540c\u793e\u306f2027\u5e74\u307e\u3067\u306b\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u6210\u9577\u304c\u52a0\u901f\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u682a\u4fa1\u306f\u3001\u5348\u524d\u306e\u53d6\u5f15\u3067\u4e00\u6642\u4e0a\u6607\u3057\u305f\u5f8c\u306b\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Chegg \u2014 \u30aa\u30f3\u30e9\u30a4\u30f3\u6559\u80b2\u4f01\u696dChegg\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c143.5\u767e\u4e07\u30c9\u30eb\u3067\u30011\u682a\u5f53\u305f\u308a\u306e\u7d14\u640d\u5931\u304c610\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001\u682a\u4fa1\u304c28%\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u524d\u5e74\u540c\u671f\u6bd4\u306724%\u306e\u6e1b\u5c11\u3067\u3059\u3002Chegg\u306f\u3001Google\u3092\u63d0\u8a34\u3057\u3001\u540c\u793e\u306eAI\u306b\u3088\u308b\u691c\u7d22\u7d50\u679c\u306e\u8981\u7d04\u304cChegg\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u3084\u53ce\u76ca\u306b\u60aa\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u3068\u4e3b\u5f35\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Cleveland-Cliffs \u2014 \u9244\u92fc\u4f1a\u793eCleveland-Cliffs\u306e\u682a\u306f\u3001\u5f53\u793e\u306e\u7b2c4\u56db\u534a\u671f\u306e1\u682a\u5f53\u305f\u308a\u640d\u5931\u304c92\u30bb\u30f3\u30c8\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b61\u30bb\u30f3\u30c8\u3092\u4e0a\u56de\u3063\u305f\u305f\u3081\u3001\u7d045%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u53ce\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd4\u306715%\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Zoom Communications \u2014 \u30d3\u30c7\u30aa\u4f1a\u8b70\u4f1a\u793eZoom\u306e\u682a\u306f\u30012023\u5e74\u5168\u4f53\u306e\u53ce\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u30818%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u306f48\u51041000\u4e07\u30c9\u30eb\u3067\u3042\u3063\u305f\u306e\u306b\u5bfe\u3057\u3001Zoom\u306f48\u5104785\u4e07\u30c9\u30eb\u304b\u308948\u5104795\u4e07\u30c9\u30eb\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u9280\u884c\u682a \u2014 \u4e3b\u8981\u306a\u9280\u884c\u682a\u306f\u30012\u6708\u306e\u6d88\u8cbb\u8005\u4fe1\u983c\u611f\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001 recession \u8a8d\u8b58\u306e\u9ad8\u307e\u308a\u306b\u3088\u308a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002Citigroup\uff08\u30b7\u30c6\u30a3\u30b0\u30eb\u30fc\u30d7\uff09\u3001JPMorgan\uff08JP\u30e2\u30eb\u30ac\u30f3\uff09\u3001Goldman Sachs\uff08\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\uff09\u304a\u3088\u3073Wells Fargo\uff08\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\uff09\u306e\u682a\u306f\u307b\u307c2%\u4e0b\u843d\u3057\u3001Morgan Stanley\uff08\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\uff09\u3068Bank of America\uff08\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\uff09\u306f1%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Tesla \u2014 \u96fb\u6c17\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fcTesla\u306e\u682a\u306f\u30014\u65e5\u9023\u7d9a\u3067\u4e0b\u843d\u3057\u3001\u682a\u4fa1\u306f8%\u8fd1\u304f\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001Tesla\u306e\u6642\u4fa1\u7dcf\u984d\u306f1\u5146\u30c9\u30eb\u3092\u4e0b\u56de\u308b\u7d50\u679c\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u6295\u8cc7\u5bb6\u304c\u5e02\u5834\u306e\u6295\u6a5f\u7684\u5074\u9762\u304b\u3089\u96e2\u308c\u3066\u884c\u304f\u4e2d\u3067\u3001Tesla\u306e\u682a\u4fa1\u304c\u5927\u304d\u304f\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u672c\u65e5\u5348\u9593\u3001\u6570\u793e\u306e\u682a\u4fa1\u304c\u5e02\u5834\u3067\u6ce8\u76ee\u3055\u308c\u307e\u3057\u305f\u3002\u7279\u306b\u3001Solventum\u304cThermo Fisher Scientific\u306b\u4e8b\u696d\u3092\u58f2\u5374\u3059\u308b\u4e00\u65b9\u3067\u3001Sempra\u306f\u5229\u76ca\u4e88\u6e2c\u3092\u4e0b\u65b9\u4fee\u6b63\u3057\u682a\u4fa1\u304c\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u8a73\u7d30\u306f\u4ee5\u4e0b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/p>\n","protected":false},"author":1,"featured_media":625275,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-625270","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\u4ea4\u6613\u4e2d\uff0c\u5e7e\u5bb6\u516c\u53f8\u5f15\u767c\u5e02\u5834\u95dc\u6ce8\uff0c\u4ee5\u4e0b\u662f\u8a73\u7d30\u5206\u6790\uff1a<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Solventum \u2014 \u3053\u306e\u30d8\u30eb\u30b9\u30b1\u30a2\u4f01\u696d\u306f\u3001\u6d44\u5316\u304a\u3088\u3073\u30d5\u30a3\u30eb\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u4e8b\u696d\u3092Thermo Fisher Scientific\uff08\u30bb\u30eb\u30e2\u30fb\u30d5\u30a3\u30c3\u30b7\u30e3\u30fc\u30fb\u30b5\u30a4\u30a8\u30f3\u30c6\u30a3\u30d5\u30a3\u30c3\u30af\uff09\u306b41\u5104\u30c9\u30eb\u3067\u58f2\u5374\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u3001\u305d\u306e\u682a\u4fa1\u306f\u7d0410%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u53d6\u5f15\u306f2025\u5e74\u672b\u307e\u3067\u306b\u5b8c\u4e86\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Sempra \u2014 \u516c\u5171\u4e8b\u696d\u4f1a\u793e\u306eSempra\u306f\u3001\u901a\u5e74\u306e\u5229\u76ca\u4e88\u6e2c\u3092\u4e0b\u65b9\u4fee\u6b63\u3057\u3001\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u30924.30\u30c9\u30eb\u304b\u30894.70\u30c9\u30eb\u3068\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u5f93\u6765\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u3042\u308b4.90\u30c9\u30eb\u304b\u30895.25\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u3082\u4e88\u60f3\u306b\u5c4a\u304b\u305a\u3001\u682a\u4fa1\u306f20%\u6025\u843d\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Krispy Kreme \u2014 \u30c9\u30fc\u30ca\u30c4\u30c1\u30a7\u30fc\u30f3\u306eKrispy Kreme\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u671f\u5f85\u3092\u4e0b\u56de\u3063\u305f\u7d50\u679c\u3001\u682a\u4fa1\u304c24%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f1\u30bb\u30f3\u30c8\u3067\u3001\u53ce\u76ca\u306f4\u51044040\u4e07\u30c9\u30eb\u3002FactSet\u306b\u3088\u308b\u3068\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u6e2c\u306e10\u30bb\u30f3\u30c8\u304a\u3088\u30734\u51041400\u4e07\u30c9\u30eb\u306b\u53cd\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u901a\u5e74\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u671f\u5f85\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>American Tower \u2014 \u901a\u4fe1\u682a\u306eAmerican Tower\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u3001\u682a\u4fa1\u304c6%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u53ce\u76ca\u306f25.5\u5104\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b25.1\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Li Auto \u2014 \u4e2d\u56fd\u306e\u96fb\u6c17\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fcLi Auto\u306e\u30a2\u30e1\u30ea\u30ab\u4e0a\u5834\u682a\u306f\u3001\u521d\u306e\u30d5\u30eb\u96fb\u52d5SUV\u3067\u3042\u308bLi Auto i8\u306e\u65b0\u3057\u3044\u5199\u771f\u3092\u767a\u8868\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u7d0413%\u4e0a\u6607\u3057\u307e\u3057\u305f\u30022\u679a\u306e\u5199\u771f\u306f\u5e02\u5834\u7d42\u4e86\u5f8c\u306bWeChat\u30a2\u30ab\u30a6\u30f3\u30c8\u3067\u516c\u958b\u3055\u308c\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Home Depot \u2014 \u30db\u30fc\u30e0\u6539\u5584\u5c0f\u58f2\u696d\u8005\u306eHome Depot\u306f\u30018\u56db\u534a\u671f\u9023\u7d9a\u306e\u58f2\u4e0a\u6e1b\u5c11\u304b\u3089\u56de\u5fa9\u3057\u3001\u682a\u4fa1\u304c4%\u4ee5\u4e0a\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Wall Street\u306e\u7b2c4\u56db\u534a\u671f\u306e\u5229\u76ca\u4e88\u6e2c\u3082\u308f\u305a\u304b\u306b\u4e0a\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u9ad8\u91d1\u5229\u3084\u4f4f\u5b85\u4fa1\u683c\u306e\u5f71\u97ff\u3067\u6d88\u8cbb\u8005\u9700\u8981\u304c\u4f4e\u8ff7\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Eli Lilly \u2014 \u88fd\u85ac\u4f1a\u793eEli Lilly\u306f\u3001\u4f53\u91cd\u6e1b\u5c11\u85acZepbound\u306e\u9ad8\u7528\u91cf\u30d0\u30a4\u30a2\u30eb\u3092\u4f4e\u4fa1\u683c\u3067\u63d0\u4f9b\u3059\u308b\u300c\u81ea\u5df1\u8ca0\u62c5\u85ac\u5c40\u300d\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3092\u901a\u3058\u3066\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c2%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Keurig Dr Pepper \u2014 \u98f2\u6599\u4f1a\u793eKeurig Dr Pepper\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u7d50\u679c\u304c\u826f\u597d\u3060\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c3%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u306f58\u30bb\u30f3\u30c8\u3067\u3001\u53ce\u76ca\u306f40\u51047000\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002FactSet\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u306f57\u30bb\u30f3\u30c8\u304a\u3088\u307340\u51041000\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Super Micro Computer \u2014 Super Micro\u306e\u682a\u306f\u3001\u91cd\u8981\u306a\u63d0\u51fa\u671f\u9650\u304c\u8fd1\u3065\u304f\u4e2d\u30678%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306f12\u6708\u306b\u3001\u6700\u65b0\u306e\u8ca1\u52d9\u8af8\u8868\u30922\u670825\u65e5\u307e\u3067\u306b\u63d0\u51fa\u3059\u308b\u305f\u3081\u306e\u5ef6\u9577\u3092\u53d7\u3051\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Hims &#038; Hers Health \u2014 \u30c6\u30ec\u30d8\u30eb\u30b9\u4f01\u696dHims &#038; Hers\u306f\u3001Wall Street\u304c\u671f\u5f85\u3057\u305f\u7c97\u5229\u76ca\u3092\u4e0b\u56de\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c25%\u8fd1\u304f\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u7279\u306b\u3001\u7c73\u56fd\u98df\u54c1\u533b\u85ac\u54c1\u5c40\u304cWegovy\u3068Ozempic\u306e\u4f9b\u7d66\u4e0d\u8db3\u3092\u89e3\u6d88\u3057\u305f\u3068\u767a\u8868\u3057\u305f\u3053\u3068\u306b\u3088\u308a\u3001\u682a\u4fa1\u304c\u5927\u304d\u304f\u5f71\u97ff\u3092\u53d7\u3051\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Tempus AI \u2014 \u4eba\u5de5\u77e5\u80fd\u3092\u6d3b\u7528\u3057\u305f\u30d0\u30a4\u30aa\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696dTempus AI\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u3001\u682a\u4fa1\u306f16%\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u53ce\u76ca\u306f2\u51040100\u4e07\u30c9\u30eb\u3067\u3057\u305f\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306f2\u51040300\u4e07\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>PayPal \u2014 \u6c7a\u6e08\u95a2\u9023\u682a\u306ePayPal\u306f\u30012025\u5e74\u306e\u8ca1\u52d9\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u518d\u78ba\u8a8d\u3057\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u682a\u4fa1\u304c2%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u540c\u793e\u306f2027\u5e74\u307e\u3067\u306b\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca\u6210\u9577\u304c\u52a0\u901f\u3059\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u682a\u4fa1\u306f\u3001\u5348\u524d\u306e\u53d6\u5f15\u3067\u4e00\u6642\u4e0a\u6607\u3057\u305f\u5f8c\u306b\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Chegg \u2014 \u30aa\u30f3\u30e9\u30a4\u30f3\u6559\u80b2\u4f01\u696dChegg\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c143.5\u767e\u4e07\u30c9\u30eb\u3067\u30011\u682a\u5f53\u305f\u308a\u306e\u7d14\u640d\u5931\u304c610\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001\u682a\u4fa1\u304c28%\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u524d\u5e74\u540c\u671f\u6bd4\u306724%\u306e\u6e1b\u5c11\u3067\u3059\u3002Chegg\u306f\u3001Google\u3092\u63d0\u8a34\u3057\u3001\u540c\u793e\u306eAI\u306b\u3088\u308b\u691c\u7d22\u7d50\u679c\u306e\u8981\u7d04\u304cChegg\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u3084\u53ce\u76ca\u306b\u60aa\u5f71\u97ff\u3092\u4e0e\u3048\u305f\u3068\u4e3b\u5f35\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Cleveland-Cliffs \u2014 \u9244\u92fc\u4f1a\u793eCleveland-Cliffs\u306e\u682a\u306f\u3001\u5f53\u793e\u306e\u7b2c4\u56db\u534a\u671f\u306e1\u682a\u5f53\u305f\u308a\u640d\u5931\u304c92\u30bb\u30f3\u30c8\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b61\u30bb\u30f3\u30c8\u3092\u4e0a\u56de\u3063\u305f\u305f\u3081\u3001\u7d045%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u53ce\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd4\u306715%\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Zoom Communications \u2014 \u30d3\u30c7\u30aa\u4f1a\u8b70\u4f1a\u793eZoom\u306e\u682a\u306f\u30012023\u5e74\u5168\u4f53\u306e\u53ce\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u30818%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u306f48\u51041000\u4e07\u30c9\u30eb\u3067\u3042\u3063\u305f\u306e\u306b\u5bfe\u3057\u3001Zoom\u306f48\u5104785\u4e07\u30c9\u30eb\u304b\u308948\u5104795\u4e07\u30c9\u30eb\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u9280\u884c\u682a \u2014 \u4e3b\u8981\u306a\u9280\u884c\u682a\u306f\u30012\u6708\u306e\u6d88\u8cbb\u8005\u4fe1\u983c\u611f\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001 recession \u8a8d\u8b58\u306e\u9ad8\u307e\u308a\u306b\u3088\u308a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002Citigroup\uff08\u30b7\u30c6\u30a3\u30b0\u30eb\u30fc\u30d7\uff09\u3001JPMorgan\uff08JP\u30e2\u30eb\u30ac\u30f3\uff09\u3001Goldman Sachs\uff08\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\uff09\u304a\u3088\u3073Wells Fargo\uff08\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\uff09\u306e\u682a\u306f\u307b\u307c2%\u4e0b\u843d\u3057\u3001Morgan Stanley\uff08\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\uff09\u3068Bank of America\uff08\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\uff09\u306f1%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Tesla \u2014 \u96fb\u6c17\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fcTesla\u306e\u682a\u306f\u30014\u65e5\u9023\u7d9a\u3067\u4e0b\u843d\u3057\u3001\u682a\u4fa1\u306f8%\u8fd1\u304f\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001Tesla\u306e\u6642\u4fa1\u7dcf\u984d\u306f1\u5146\u30c9\u30eb\u3092\u4e0b\u56de\u308b\u7d50\u679c\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u6295\u8cc7\u5bb6\u304c\u5e02\u5834\u306e\u6295\u6a5f\u7684\u5074\u9762\u304b\u3089\u96e2\u308c\u3066\u884c\u304f\u4e2d\u3067\u3001Tesla\u306e\u682a\u4fa1\u304c\u5927\u304d\u304f\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph 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