Broadcom\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u306e\u7b2c\u4e00\u56db\u534a\u671f\u306e\u7d20\u6674\u3089\u3057\u3044\u6c7a\u7b97\u5831\u544a\u306f\u3001\u6700\u8fd1\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u61f8\u5ff5\u3092\u548c\u3089\u3052\u305f\u3088\u3046\u3067\u3059\u3002<\/p>\n
\u534a\u5c0e\u4f53\u682a\u306f\u3001\u6700\u8fd1\u306e\u5e02\u5834\u306e\u4e0d\u78ba\u5b9f\u6027\u3084\u8cbf\u6613\u7dca\u5f35\u306b\u3088\u308a\u6253\u6483\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001AI\u306e\u5148\u99c6\u8005\u3067\u3042\u308bNvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306f\u3001\u4eca\u903110%\u306e\u4e0b\u843d\u306e\u898b\u8fbc\u307f\u3067\u3059\u3002\u307e\u305f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u4e2d\u5fc3\u306e\u30ca\u30b9\u30c0\u30c3\u30af\u7dcf\u5408\u6307\u6570\u306f\u4fee\u6b63\u5c40\u9762\u306b\u5165\u3063\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306eMarvell Technology\uff08\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\uff09\u304c\u3044\u304f\u3064\u304b\u306e\u9ad8\u3044\u8cb7\u3044\u624b\u671f\u5f85\u3092\u4e0b\u56de\u308b\u53ce\u76ca\u898b\u901a\u3057\u3092\u767a\u8868\u3057\u305f\u3053\u3068\u3067\u3001\u4e0d\u5b89\u611f\u304c\u5897\u3057\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u91d1\u66dc\u65e5\u306bBroadcom\u306e\u597d\u8abf\u306a\u6c7a\u7b97\u767a\u8868\u304c\u72b6\u6cc1\u3092\u597d\u8ee2\u3055\u305b\u305f\u3088\u3046\u3067\u3059\u3002 <\/p>\n
Broadcom\u306f\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306b1\u682a\u3042\u305f\u308a1.60\u30c9\u30eb\u306e\u8abf\u6574\u5f8c\u5229\u76ca\u3068149.2\u5104\u30c9\u30eb\u306e\u53ce\u76ca\u3092\u767a\u8868\u3057\u3001\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u682a\u4fa1\u306f6%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Nvidia\u30821%\u306e\u4e0a\u6607\u3092\u898b\u305b\u3001\u30ca\u30b9\u30c0\u30c3\u30af\u7dcf\u5408\u6307\u6570\u30820.4%\u306e\u4e0a\u6607\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001Broadcom\u306f\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u53ce\u76ca\u898b\u901a\u3057\u3092149\u5104\u30c9\u30eb\u3068\u3057\u3001\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u306e147.6\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n
Broadcom\u306eCEO\u3067\u3042\u308bHock Tan\uff08\u30db\u30c3\u30af\u30fb\u30bf\u30f3\uff09\u306f\u3001AI\u534a\u5c0e\u4f53\u53ce\u76ca\u306e\u300c\u5f15\u304d\u7d9a\u304d\u306e\u5f37\u3055\u300d\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002Wall Street\u306e\u5927\u624b\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u3001Broadcom\u306e\u5831\u544a\u3092\u53d7\u3051\u3066\u697d\u89b3\u7684\u306a\u898b\u65b9\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Citi\uff08\u30b7\u30c6\u30a3\uff09\u306f\u8cb7\u3044\u63a8\u5968\u3068220\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eChristopher Danely\uff08\u30af\u30ea\u30b9\u30c8\u30d5\u30a1\u30fc\u30fb\u30c0\u30cd\u30ea\u30fc\uff09\u306f\u3001Broadcom\u306e\u6728\u66dc\u65e5\u306e\u7d42\u5024\u3067\u3042\u308b179.45\u30c9\u30eb\u309223%\u4e0a\u56de\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u5f7c\u306f\u300cBroadcom\u306f\u5805\u5b9f\u306a\u7d50\u679c\u3092\u5831\u544a\u3057\u3001AI\u306e\u5f37\u3055\u306b\u3088\u308a\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3092\u4e0a\u56de\u308b\u898b\u901a\u3057\u3092\u793a\u3057\u307e\u3057\u305f\u3002AI\u534a\u5c0e\u4f53\u5206\u91ce\u306e\u5f37\u3055\u306f\u3001ByteDance\uff08\u30d0\u30a4\u30c8\u30c0\u30f3\u30b9\uff09\u306b\u5bfe\u3059\u308b\u5236\u88c1\u3084Apple\uff08\u30a2\u30c3\u30d7\u30eb\uff09\u306b\u304a\u3051\u308bRF\u30b7\u30a7\u30a2\u306e\u55aa\u5931\u304b\u3089\u306e\u4e0b\u62bc\u3057\u3092\u76f8\u6bba\u3059\u308b\u306f\u305a\u3067\u3059\u3002\u300d\u3068\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Deutsche Bank\uff08\u30c9\u30a4\u30c4\u9280\u884c\uff09\u306f\u8cb7\u3044\u306e\u8a55\u4fa1\u3092\u7dad\u6301\u3057\u3001240\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u8a2d\u5b9a\u3002\u9280\u884c\u306e\u4e88\u6e2c\u306f\u7d0434%\u306e\u4e0a\u6607\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u300c\u5168\u4f53\u7684\u306b\u898b\u3066\u3001AVGO\u306f\u5e02\u5834\u5168\u4f53\u306eAI\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u5b8c\u5168\u306b\u306f\u907f\u3051\u3089\u308c\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u9867\u5ba2\u57fa\u76e4\u306e\u62e1\u5927\u3068\u975eAI\u304a\u3088\u3073\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d3\u30b8\u30cd\u30b9\u306e\u91cd\u8981\u6027\u304c\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u6291\u3048\u308b\u306e\u306b\u5f79\u7acb\u3064\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u300d\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u306eRoss Seymore\uff08\u30ed\u30b9\u30fb\u30bb\u30a4\u30e2\u30a2\uff09\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n
JPMorgan\uff08JP\u30e2\u30eb\u30ac\u30f3\uff09\u306f\u8cb7\u3044\u8a55\u4fa1\u3092\u7dad\u6301\u3057\u3001250\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u76ee\u6a19\u306f39%\u306e\u4e0a\u6607\u3092\u6307\u3057\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eHarlan Sur\uff08\u30cf\u30fc\u30e9\u30f3\u30fb\u30b5\u30fc\uff09\u306f\u3053\u306e\u682a\u304c\u300c\u534a\u5c0e\u4f53\u5206\u91ce\u306e\u30c8\u30c3\u30d7\u30d4\u30c3\u30af\u3067\u3042\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Bank of America\uff08\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\uff09\u306f\u904e\u5270\u914d\u5206\u3068\u8a55\u4fa1\u3057\u3001\u682a\u4fa1\u76ee\u6a19\u3092250\u30c9\u30eb\u304b\u3089260\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eVivek Arya\uff08\u30f4\u30a3\u30f4\u30a7\u30af\u30fb\u30a2\u30ea\u30e4\uff09\u306f\u3001\u300cBroadcom\u306fAI\u30ea\u30fc\u30c0\u30fc\u304b\u3089\u5fc3\u5f37\u3044\u66f4\u65b0\u3092\u53d7\u3051\u307e\u3057\u305f\u3002\u300d\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Barclays\uff08\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\uff09\u3082260\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u652f\u6301\u3057\u3001\u300cAI\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4e00\u90e8\u3068\u306a\u308b\u4e2d\u3067\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u3067\u306eGMs\u306e\u6e1b\u5c11\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Morgan Stanley\uff08\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\uff09\u306f\u8cb7\u3044\u8a55\u4fa1\u3092\u518d\u78ba\u8a8d\u3057\u3001246\u30c9\u30eb\u304b\u3089260\u30c9\u30eb\u306b\u682a\u4fa1\u76ee\u6a19\u3092\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002\u300c\u3053\u306e\u56db\u534a\u671f\u306fMRVL\u306e\u5931\u671b\u306e\u5f8c\u306b\u4e00\u606f\u3064\u3051\u308b\u3082\u306e\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002\u300d\u3068\u89e3\u6790\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
UBS\uff08UBS\uff09\u306f\u8cb7\u3044\u8a55\u4fa1\u3092\u7dad\u6301\u3057\u3001270\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eTimothy Arcuri\uff08\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30af\u30fc\u30ea\uff09\u306f\u3001\u300c\u4ed6\u306e\u7af6\u5408\u306b\u6bd4\u3079\u3066\u671f\u5f85\u304c\u9ad8\u304f\u306a\u304b\u3063\u305f\u4e2d\u3067\u3001AVGO\u306f\u5805\u5b9f\u306a\u7d50\u679c\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u300d\u3068\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Broadcom\u306e\u7d50\u679c\u306f\u4eca\u5f8c\u306e\u6295\u8cc7\u65b9\u91dd\u3092\u652f\u3048\u308b\u3082\u306e\u3068\u306a\u308a\u305d\u3046\u3067\u3059\u3002\u7279\u306bAI\u5206\u91ce\u306f\u5f15\u304d\u7d9a\u304d\u671f\u5f85\u3055\u308c\u3066\u304a\u308a\u3001\u4eca\u5f8c\u306e\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
Broadcom\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u306e\u7b2c\u4e00\u56db\u534a\u671f\u306e\u5805\u8abf\u306a\u6c7a\u7b97\u304c\u3001\u6700\u8fd1\u306e\u5e02\u5834\u306b\u304a\u3051\u308b\u4e0d\u5b89\u3092\u548c\u3089\u3052\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u697d\u89b3\u7684\u306a\u898b\u65b9\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u7279\u306bAI\u5206\u91ce\u306b\u671f\u5f85\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":659000,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[6785],"class_list":{"0":"post-658997","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja","8":"tag-roa-ja"},"raw_content":"
Broadcom\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u306e\u7b2c\u4e00\u56db\u534a\u671f\u306e\u7d20\u6674\u3089\u3057\u3044\u6c7a\u7b97\u5831\u544a\u306f\u3001\u6700\u8fd1\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u61f8\u5ff5\u3092\u548c\u3089\u3052\u305f\u3088\u3046\u3067\u3059\u3002<\/p>\n
\u534a\u5c0e\u4f53\u682a\u306f\u3001\u6700\u8fd1\u306e\u5e02\u5834\u306e\u4e0d\u78ba\u5b9f\u6027\u3084\u8cbf\u6613\u7dca\u5f35\u306b\u3088\u308a\u6253\u6483\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001AI\u306e\u5148\u99c6\u8005\u3067\u3042\u308bNvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306f\u3001\u4eca\u903110%\u306e\u4e0b\u843d\u306e\u898b\u8fbc\u307f\u3067\u3059\u3002\u307e\u305f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u4e2d\u5fc3\u306e\u30ca\u30b9\u30c0\u30c3\u30af\u7dcf\u5408\u6307\u6570\u306f\u4fee\u6b63\u5c40\u9762\u306b\u5165\u3063\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30c1\u30c3\u30d7\u30e1\u30fc\u30ab\u30fc\u306eMarvell Technology\uff08\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\uff09\u304c\u3044\u304f\u3064\u304b\u306e\u9ad8\u3044\u8cb7\u3044\u624b\u671f\u5f85\u3092\u4e0b\u56de\u308b\u53ce\u76ca\u898b\u901a\u3057\u3092\u767a\u8868\u3057\u305f\u3053\u3068\u3067\u3001\u4e0d\u5b89\u611f\u304c\u5897\u3057\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u91d1\u66dc\u65e5\u306bBroadcom\u306e\u597d\u8abf\u306a\u6c7a\u7b97\u767a\u8868\u304c\u72b6\u6cc1\u3092\u597d\u8ee2\u3055\u305b\u305f\u3088\u3046\u3067\u3059\u3002 <\/p>\n
Broadcom\u306f\u3001\u7b2c\u4e00\u56db\u534a\u671f\u306b1\u682a\u3042\u305f\u308a1.60\u30c9\u30eb\u306e\u8abf\u6574\u5f8c\u5229\u76ca\u3068149.2\u5104\u30c9\u30eb\u306e\u53ce\u76ca\u3092\u767a\u8868\u3057\u3001\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u682a\u4fa1\u306f6%\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002Nvidia\u30821%\u306e\u4e0a\u6607\u3092\u898b\u305b\u3001\u30ca\u30b9\u30c0\u30c3\u30af\u7dcf\u5408\u6307\u6570\u30820.4%\u306e\u4e0a\u6607\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001Broadcom\u306f\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u53ce\u76ca\u898b\u901a\u3057\u3092149\u5104\u30c9\u30eb\u3068\u3057\u3001\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u306e147.6\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n
Broadcom\u306eCEO\u3067\u3042\u308bHock Tan\uff08\u30db\u30c3\u30af\u30fb\u30bf\u30f3\uff09\u306f\u3001AI\u534a\u5c0e\u4f53\u53ce\u76ca\u306e\u300c\u5f15\u304d\u7d9a\u304d\u306e\u5f37\u3055\u300d\u3092\u898b\u8fbc\u3093\u3067\u3044\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002Wall Street\u306e\u5927\u624b\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u3001Broadcom\u306e\u5831\u544a\u3092\u53d7\u3051\u3066\u697d\u89b3\u7684\u306a\u898b\u65b9\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Citi\uff08\u30b7\u30c6\u30a3\uff09\u306f\u8cb7\u3044\u63a8\u5968\u3068220\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eChristopher Danely\uff08\u30af\u30ea\u30b9\u30c8\u30d5\u30a1\u30fc\u30fb\u30c0\u30cd\u30ea\u30fc\uff09\u306f\u3001Broadcom\u306e\u6728\u66dc\u65e5\u306e\u7d42\u5024\u3067\u3042\u308b179.45\u30c9\u30eb\u309223%\u4e0a\u56de\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u5f7c\u306f\u300cBroadcom\u306f\u5805\u5b9f\u306a\u7d50\u679c\u3092\u5831\u544a\u3057\u3001AI\u306e\u5f37\u3055\u306b\u3088\u308a\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3092\u4e0a\u56de\u308b\u898b\u901a\u3057\u3092\u793a\u3057\u307e\u3057\u305f\u3002AI\u534a\u5c0e\u4f53\u5206\u91ce\u306e\u5f37\u3055\u306f\u3001ByteDance\uff08\u30d0\u30a4\u30c8\u30c0\u30f3\u30b9\uff09\u306b\u5bfe\u3059\u308b\u5236\u88c1\u3084Apple\uff08\u30a2\u30c3\u30d7\u30eb\uff09\u306b\u304a\u3051\u308bRF\u30b7\u30a7\u30a2\u306e\u55aa\u5931\u304b\u3089\u306e\u4e0b\u62bc\u3057\u3092\u76f8\u6bba\u3059\u308b\u306f\u305a\u3067\u3059\u3002\u300d\u3068\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Deutsche Bank\uff08\u30c9\u30a4\u30c4\u9280\u884c\uff09\u306f\u8cb7\u3044\u306e\u8a55\u4fa1\u3092\u7dad\u6301\u3057\u3001240\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u8a2d\u5b9a\u3002\u9280\u884c\u306e\u4e88\u6e2c\u306f\u7d0434%\u306e\u4e0a\u6607\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u300c\u5168\u4f53\u7684\u306b\u898b\u3066\u3001AVGO\u306f\u5e02\u5834\u5168\u4f53\u306eAI\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u5b8c\u5168\u306b\u306f\u907f\u3051\u3089\u308c\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u9867\u5ba2\u57fa\u76e4\u306e\u62e1\u5927\u3068\u975eAI\u304a\u3088\u3073\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d3\u30b8\u30cd\u30b9\u306e\u91cd\u8981\u6027\u304c\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u6291\u3048\u308b\u306e\u306b\u5f79\u7acb\u3064\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u300d\u3068\u30a2\u30ca\u30ea\u30b9\u30c8\u306eRoss Seymore\uff08\u30ed\u30b9\u30fb\u30bb\u30a4\u30e2\u30a2\uff09\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n
JPMorgan\uff08JP\u30e2\u30eb\u30ac\u30f3\uff09\u306f\u8cb7\u3044\u8a55\u4fa1\u3092\u7dad\u6301\u3057\u3001250\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u76ee\u6a19\u306f39%\u306e\u4e0a\u6607\u3092\u6307\u3057\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eHarlan Sur\uff08\u30cf\u30fc\u30e9\u30f3\u30fb\u30b5\u30fc\uff09\u306f\u3053\u306e\u682a\u304c\u300c\u534a\u5c0e\u4f53\u5206\u91ce\u306e\u30c8\u30c3\u30d7\u30d4\u30c3\u30af\u3067\u3042\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Bank of America\uff08\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\uff09\u306f\u904e\u5270\u914d\u5206\u3068\u8a55\u4fa1\u3057\u3001\u682a\u4fa1\u76ee\u6a19\u3092250\u30c9\u30eb\u304b\u3089260\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eVivek Arya\uff08\u30f4\u30a3\u30f4\u30a7\u30af\u30fb\u30a2\u30ea\u30e4\uff09\u306f\u3001\u300cBroadcom\u306fAI\u30ea\u30fc\u30c0\u30fc\u304b\u3089\u5fc3\u5f37\u3044\u66f4\u65b0\u3092\u53d7\u3051\u307e\u3057\u305f\u3002\u300d\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Barclays\uff08\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\uff09\u3082260\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u652f\u6301\u3057\u3001\u300cAI\u30d7\u30ed\u30b0\u30e9\u30e0\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4e00\u90e8\u3068\u306a\u308b\u4e2d\u3067\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u3067\u306eGMs\u306e\u6e1b\u5c11\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u300d\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Morgan Stanley\uff08\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\uff09\u306f\u8cb7\u3044\u8a55\u4fa1\u3092\u518d\u78ba\u8a8d\u3057\u3001246\u30c9\u30eb\u304b\u3089260\u30c9\u30eb\u306b\u682a\u4fa1\u76ee\u6a19\u3092\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002\u300c\u3053\u306e\u56db\u534a\u671f\u306fMRVL\u306e\u5931\u671b\u306e\u5f8c\u306b\u4e00\u606f\u3064\u3051\u308b\u3082\u306e\u3067\u3042\u308b\u3079\u304d\u3067\u3059\u3002\u300d\u3068\u89e3\u6790\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
UBS\uff08UBS\uff09\u306f\u8cb7\u3044\u8a55\u4fa1\u3092\u7dad\u6301\u3057\u3001270\u30c9\u30eb\u306e\u682a\u4fa1\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306eTimothy Arcuri\uff08\u30c6\u30a3\u30e2\u30b7\u30fc\u30fb\u30a2\u30eb\u30af\u30fc\u30ea\uff09\u306f\u3001\u300c\u4ed6\u306e\u7af6\u5408\u306b\u6bd4\u3079\u3066\u671f\u5f85\u304c\u9ad8\u304f\u306a\u304b\u3063\u305f\u4e2d\u3067\u3001AVGO\u306f\u5805\u5b9f\u306a\u7d50\u679c\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u300d\u3068\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002 <\/p>\n
Broadcom\u306e\u7d50\u679c\u306f\u4eca\u5f8c\u306e\u6295\u8cc7\u65b9\u91dd\u3092\u652f\u3048\u308b\u3082\u306e\u3068\u306a\u308a\u305d\u3046\u3067\u3059\u3002\u7279\u306bAI\u5206\u91ce\u306f\u5f15\u304d\u7d9a\u304d\u671f\u5f85\u3055\u308c\u3066\u304a\u308a\u3001\u4eca\u5f8c\u306e\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/658997","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=658997"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/658997\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/659000"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=658997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=658997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=658997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}