{"id":657470,"date":"2025-03-07T22:08:12","date_gmt":"2025-03-07T14:08:12","guid":{"rendered":"https:\/\/ztylezman.com\/?p=657470"},"modified":"2025-03-07T22:08:12","modified_gmt":"2025-03-07T14:08:12","slug":"%e4%bc%81%e6%a5%ad%e3%81%ae%e6%b3%a8%e7%9b%ae%e6%83%85%e5%a0%b1%e3%80%81%e9%87%91%e8%9e%8d%e5%b8%82%e5%a0%b4%e3%81%ae%e5%8b%95%e5%90%91%e3%82%92%e8%a7%a3%e8%aa%ac","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/%e4%bc%81%e6%a5%ad%e3%81%ae%e6%b3%a8%e7%9b%ae%e6%83%85%e5%a0%b1%e3%80%81%e9%87%91%e8%9e%8d%e5%b8%82%e5%a0%b4%e3%81%ae%e5%8b%95%e5%90%91%e3%82%92%e8%a7%a3%e8%aa%ac\/","title":{"rendered":"\u4f01\u696d\u306e\u6ce8\u76ee\u60c5\u5831\u3001\u91d1\u878d\u5e02\u5834\u306e\u52d5\u5411\u3092\u89e3\u8aac"},"content":{"rendered":"<p>\u73fe\u5728\u3001\u91d1\u878d\u5e02\u5834\u306e\u52d5\u5411\u3092\u63a2\u308b\u4e2d\u3067\u3001\u4e00\u90e8\u4f01\u696d\u306e\u6ce8\u76ee\u3059\u3079\u304d\u60c5\u5831\u3092\u6574\u7406\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>Broadcom \u2014 \u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306eBroadcom\u306f\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306e\u696d\u7e3e\u304c\u30a6\u30a9\u30fc\u30eb\u30b9\u30c8\u30ea\u30fc\u30c8\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u305d\u306e\u682a\u4fa1\u304c10%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u7279\u306b\u3001\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f149\u5104\u30c9\u30eb\u3068\u4e88\u6e2c\u3055\u308c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u5185\u5bb9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Gap \u2014 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attempted\u306e\u7d50\u679c\u3082\u4e0d\u6210\u529f\u306b\u7d42\u308f\u3063\u305f\u3053\u3068\u306b\u7d9a\u304f\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>Samsara \u2014 \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f01\u696d\u306eSamsara\u306f\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u304c\u5e02\u5834\u4e88\u60f3\u901a\u308a\u3060\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c9%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e\u5229\u76ca\u306f5\u30bb\u30f3\u30c8\u304b\u30896\u30bb\u30f3\u30c8\u3001\u58f2\u4e0a\u306f3.5\u5104\u30c9\u30eb\u304b\u30893.52\u5104\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<p>BigBear.ai \u2014 \u4eba\u5de5\u77e5\u80fd\u5206\u6790\u4f01\u696d\u306eBigBear.ai\u306f\u3001\u9023\u90a6\u5951\u7d04\u306b\u304a\u3051\u308b\u77ed\u671f\u304b\u3089\u4e2d\u671f\u306e\u9045\u5ef6\u3084 disruptions \u306e\u61f8\u5ff5\u3092\u793a\u3057\u3001\u682a\u4fa1\u304c16%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Mobileye Global \u2014 \u81ea\u52d5\u904b\u8ee2\u6280\u8853\u3092\u624b\u639b\u3051\u308bMobileye Global\u306f\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9Point72\u304c5%\u306e\u682a\u5f0f\u3092\u53d6\u5f97\u3057\u305f\u3068\u306e\u898f\u5236\u5f53\u5c40\u3078\u306e\u5c4a\u3051\u51fa\u3092\u53d7\u3051\u30662%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Walgreens Boots Alliance \u2014 \u85ac\u5c40\u30c1\u30a7\u30fc\u30f3\u306eWalgreens Boots Alliance\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u4f01\u696dSycamore Partners\u306b\u3088\u308b\u8cb7\u53ce\u5408\u610f\u3092\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c7%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u53d6\u5f15\u306f\u7d04100\u5104\u30c9\u30eb\u306e\u4fa1\u5024\u304c\u3042\u308a\u3001\u682a\u4e3b\u306b\u5bfe\u3057\u30661\u682a\u3042\u305f\u308a11.45\u30c9\u30eb\u3067\u73fe\u91d1\u652f\u6255\u3044\u304c\u884c\u308f\u308c\u307e\u3059\u3002<\/p>\n<p>Wayfair \u2014 \u5bb6\u5177\u5c0f\u58f2\u696d\u8005Wayfair\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u6295\u8cc7\u8a55\u4fa1\u304c\u300c\u30db\u30fc\u30eb\u30c9\u300d\u304b\u3089\u300c\u30d0\u30a4\u300d\u306b\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u682a\u4fa1\u304c3%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Wayfair\u306f340\u4eba\u306e\u6280\u8853\u30c1\u30fc\u30e0\u54e1\u3092\u524a\u6e1b\u3059\u308b\u8a08\u753b\u3082\u767a\u8868\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Costco \u2014 \u5c0f\u58f2\u5927\u624bCostco\u306e\u682a\u4fa1\u306f\u3001\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u5229\u76ca\u304c\u5e02\u5834\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u30812%\u8fd1\u304f\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u5229\u76ca\u306f1\u682a\u3042\u305f\u308a4.02\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b4.11\u30c9\u30eb\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u58f2\u4e0a\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Lands&#8217; End \u2014 \u30a2\u30d1\u30ec\u30eb\u5c0f\u58f2\u696d\u8005\u306eLands&#8217; End\u306f\u3001\u6226\u7565\u7684\u9078\u629e\u80a2\u306e\u691c\u8a0e\u3092\u958b\u59cb\u3057\u305f\u3068\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c11%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u73fe\u5728\u3001\u91d1\u878d\u5e02\u5834\u306e\u52d5\u5411\u3092\u63a2\u308b\u4e2d\u3067\u3001\u4e00\u90e8\u4f01\u696d\u306e\u6ce8\u76ee\u3059\u3079\u304d\u60c5\u5831\u3092\u6574\u7406\u3044\u305f\u3057\u307e\u3059\u3002\u5404\u4f01\u696d\u306e\u696d\u7e3e\u3084\u682a\u4fa1\u52d5\u5411\u3092\u8a73\u3057\u304f\u898b\u3066\u307e\u3044\u308a\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":657495,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-657470","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\u3001\u91d1\u878d\u5e02\u5834\u306e\u52d5\u5411\u3092\u63a2\u308b\u4e2d\u3067\u3001\u4e00\u90e8\u4f01\u696d\u306e\u6ce8\u76ee\u3059\u3079\u304d\u60c5\u5831\u3092\u6574\u7406\u3044\u305f\u3057\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Broadcom \u2014 \u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306eBroadcom\u306f\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306e\u696d\u7e3e\u304c\u30a6\u30a9\u30fc\u30eb\u30b9\u30c8\u30ea\u30fc\u30c8\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u3001\u305d\u306e\u682a\u4fa1\u304c10%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u7279\u306b\u3001\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f149\u5104\u30c9\u30eb\u3068\u4e88\u6e2c\u3055\u308c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u5185\u5bb9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Gap \u2014 \u30a2\u30d1\u30ec\u30eb\u5927\u624bGap\u306f\u3001\u56db\u534a\u671f\u6c7a\u7b97\u306754\u30bb\u30f3\u30c8\u306e\u5229\u76ca\u3092\u5831\u544a\u3057\u3001\u58f2\u4e0a\u9ad8\u306f41.5\u5104\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5e02\u5834\u4e88\u60f3\u306e37\u30bb\u30f3\u30c8\u306840.7\u5104\u30c9\u30eb\u3092\u8d85\u3048\u3001\u682a\u4fa1\u306f17%\u6025\u9a30\u3057\u307e\u3057\u305f\u3002\u540c\u5e97\u58f2\u4e0a\u9ad8\u30823%\u5897\u52a0\u3057\u30011%\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Hewlett Packard Enterprise \u2014 \u30b5\u30fc\u30d0\u30fc\u30e1\u30fc\u30ab\u30fc\u306eHewlett Packard Enterprise\u306f\u3001\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u8abf\u6574\u5f8c\u5229\u76ca\u3068\u58f2\u4e0a\u9ad8\u304c\u5e02\u5834\u4e88\u60f3\u3092\u4e0b\u56de\u308b\u3068\u306e\u898b\u901a\u3057\u3092\u793a\u3057\u3001\u682a\u4fa1\u304c20%\u4e0b\u843d\u3057\u307e\u3057\u305f\u30022025\u5e74\u5ea6\u306e\u8abf\u6574\u5f8c\u5229\u76ca\u306f1.70\u30c9\u30eb\u304b\u30891.90\u30c9\u30eb\u306e\u898b\u8fbc\u307f\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b2.13\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Intuitive Machines \u2014 \u5b87\u5b99\u63a2\u67fb\u4f01\u696d\u306eIntuitive Machines\u306f\u3001\u6708\u9762\u3067\u306e\u7b2c\u4e8c\u306e\u6708\u9762\u7740\u9678\u306b\u5931\u6557\u3057\u3001\u682a\u4fa1\u304c36%\u3082\u6025\u843d\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u6628\u5e74\u306e\u521d\u56de\u7740\u9678 attempted\u306e\u7d50\u679c\u3082\u4e0d\u6210\u529f\u306b\u7d42\u308f\u3063\u305f\u3053\u3068\u306b\u7d9a\u304f\u3082\u306e\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Samsara \u2014 \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f01\u696d\u306eSamsara\u306f\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306e\u898b\u901a\u3057\u304c\u5e02\u5834\u4e88\u60f3\u901a\u308a\u3060\u3063\u305f\u305f\u3081\u3001\u682a\u4fa1\u304c9%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u8abf\u6574\u5f8c\u306e\u5229\u76ca\u306f5\u30bb\u30f3\u30c8\u304b\u30896\u30bb\u30f3\u30c8\u3001\u58f2\u4e0a\u306f3.5\u5104\u30c9\u30eb\u304b\u30893.52\u5104\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>BigBear.ai \u2014 \u4eba\u5de5\u77e5\u80fd\u5206\u6790\u4f01\u696d\u306eBigBear.ai\u306f\u3001\u9023\u90a6\u5951\u7d04\u306b\u304a\u3051\u308b\u77ed\u671f\u304b\u3089\u4e2d\u671f\u306e\u9045\u5ef6\u3084 disruptions \u306e\u61f8\u5ff5\u3092\u793a\u3057\u3001\u682a\u4fa1\u304c16%\u4ee5\u4e0a\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Mobileye Global \u2014 \u81ea\u52d5\u904b\u8ee2\u6280\u8853\u3092\u624b\u639b\u3051\u308bMobileye Global\u306f\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9Point72\u304c5%\u306e\u682a\u5f0f\u3092\u53d6\u5f97\u3057\u305f\u3068\u306e\u898f\u5236\u5f53\u5c40\u3078\u306e\u5c4a\u3051\u51fa\u3092\u53d7\u3051\u30662%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Walgreens Boots Alliance \u2014 \u85ac\u5c40\u30c1\u30a7\u30fc\u30f3\u306eWalgreens Boots Alliance\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u4f01\u696dSycamore Partners\u306b\u3088\u308b\u8cb7\u53ce\u5408\u610f\u3092\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c7%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u53d6\u5f15\u306f\u7d04100\u5104\u30c9\u30eb\u306e\u4fa1\u5024\u304c\u3042\u308a\u3001\u682a\u4e3b\u306b\u5bfe\u3057\u30661\u682a\u3042\u305f\u308a11.45\u30c9\u30eb\u3067\u73fe\u91d1\u652f\u6255\u3044\u304c\u884c\u308f\u308c\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Wayfair \u2014 \u5bb6\u5177\u5c0f\u58f2\u696d\u8005Wayfair\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u6295\u8cc7\u8a55\u4fa1\u304c\u300c\u30db\u30fc\u30eb\u30c9\u300d\u304b\u3089\u300c\u30d0\u30a4\u300d\u306b\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u305f\u3053\u3068\u3092\u53d7\u3051\u3066\u682a\u4fa1\u304c3%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Wayfair\u306f340\u4eba\u306e\u6280\u8853\u30c1\u30fc\u30e0\u54e1\u3092\u524a\u6e1b\u3059\u308b\u8a08\u753b\u3082\u767a\u8868\u3057\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Costco \u2014 \u5c0f\u58f2\u5927\u624bCostco\u306e\u682a\u4fa1\u306f\u3001\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u5229\u76ca\u304c\u5e02\u5834\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u305f\u30812%\u8fd1\u304f\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u5229\u76ca\u306f1\u682a\u3042\u305f\u308a4.02\u30c9\u30eb\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3067\u3042\u308b4.11\u30c9\u30eb\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u58f2\u4e0a\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Lands&#8217; End \u2014 \u30a2\u30d1\u30ec\u30eb\u5c0f\u58f2\u696d\u8005\u306eLands&#8217; End\u306f\u3001\u6226\u7565\u7684\u9078\u629e\u80a2\u306e\u691c\u8a0e\u3092\u958b\u59cb\u3057\u305f\u3068\u767a\u8868\u3057\u3001\u682a\u4fa1\u304c11%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph 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