{"id":10037,"date":"2025-12-15T07:00:00","date_gmt":"2025-12-14T22:00:00","guid":{"rendered":"https:\/\/yutan-investment.com\/?p=10037"},"modified":"2025-12-15T08:02:22","modified_gmt":"2025-12-14T23:02:22","slug":"%e3%83%99%e3%82%b9%e3%83%88%e3%83%90%e3%82%a4%e3%82%b9%e3%83%88%e3%83%83%e3%82%af2025","status":"publish","type":"post","link":"https:\/\/yutan-investment.com\/?p=10037","title":{"rendered":"\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af2025"},"content":{"rendered":"\n

\u3086\u30fc\u305f\u3093\u3067\u3059\u3002<\/p>\n\n\n\n

\u3053\u306e\u305f\u3073\u3001\u306a\u306a\u3057\u3055\u307e\uff08X\uff1a\uff20_teeeeest\uff09\u304b\u3089\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af<\/strong>\u4f01\u753b\u3078\u306e\u304a\u8a98\u3044\u3092\u53d7\u3051\u307e\u3057\u3066\u3001\u30a4\u30c1\u30d6\u30ed\u30ac\u30fc\u3068\u3057\u3066\u8a18\u4e8b\u3092\u63b2\u8f09\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n

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\n\t\t\t\t\tAdventar<\/span>\n\t\t\t\t\t
\"\"<\/figure><\/div>\t\t\t\t\t
\n\t\t\t\t\t\t\u4eca\u5e74\u306e\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af Advent Calendar 2025 – Adventar<\/a>\n\t\t\t\t\t\t\u6295\u8cc7\u30d6\u30ed\u30b0\u3092\u3057\u3066\u3044\u308b\u3051\u3069\u7121\u96e3\u306a\u5185\u5bb9\u306b\u306a\u3063\u3066\u3057\u307e\u3046\u3068\u304b\u3042\u308a\u307e\u305b\u3093\u304b\uff1f \u305b\u3063\u304b\u304f\u6295\u8cc7\u30d6\u30ed\u30b0\u3092\u66f8\u3044\u3066\u3044\u308b\u306e\u3060\u304b\u3089\u3001\u4eca\u5e74\u5ea6\u306b\u8cfc\u5165\u3057\u305f\u91d1\u878d\u5546\u54c1\u3067\u4e00\u756a\u826f\u304b\u3063\u305f\u3082\u306e\u3092\u66f8\u304d\u305f\u3044…<\/span>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\n

\u601d\u3048\u3070\u3001\u500b\u4eba\u3067\u30b5\u30a4\u30c8\u3092\u4fdd\u6709\u3059\u308b\u30d6\u30ed\u30ac\u30fc\u3055\u3093\u3082\u3060\u3044\u3076\u5c11\u306a\u304f\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3057\u305f\u3088\u306d\u2026\u79c1\u306f\u6642\u77ed\u7236\u3055\u3093\u304b\u3089\u30d0\u30c8\u30f3\u3092\u9810\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u4eca\u3068\u306a\u3063\u3066\u306f\u3001\u7d76\u6ec5\u5371\u60e7\u7a2e\u306b\u306a\u3063\u3066\u3057\u307e\u3063\u305f\u7c73\u56fd\u9ad8\u914d\u5f53\u682a\u6295\u8cc7\u5bb6\u306e\u6570\u5c11\u306a\u3044\u540c\u5fd7\u3067\u3059\u3002<\/p>\n\n\n\n

\u81ea\u5206\u306e\u6295\u8cc7\u884c\u52d5\u3092\u632f\u308a\u8fd4\u308b\u610f\u5473\u3067\u3082\u3001\u4eca\u5e74\u8cfc\u5165\u3057\u305f\u682a\u306e\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u3092\u3059\u3079\u3066\u8a08\u7b97\u3057\u3001\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af2025\u3092\u9078\u5b9a\u3044\u305f\u3057\u307e\u3057\u305f\uff08\u6c7a\u3057\u3066\u4e3b\u89b3\u3084\u9858\u671b\u3067\u306f\u306a\u3044\u3067\u3059\u2026\uff01\uff09\u3002<\/p>\n\n\n\n

\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af2025<\/h2>\n\n\n\n

\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af2025\u3092\u767a\u8868\u3057\u307e\u3059\uff01<\/p>\n\n\n\n\n\n\n\n

\u30b8\u30e7\u30f3\u30bd\u30f3\u30fb\u30a8\u30f3\u30c9\u30fb\u30b8\u30e7\u30f3\u30bd\u30f3<\/span><\/strong>\uff08Johnson \uff06Johnson<\/span><\/strong>\u3001\u30c6\u30a3\u30c3\u30ab\u30fc\uff1aJNJ<\/strong><\/span>\uff09<\/span>\u3067\u3059\uff01<\/p>\n\n\n\n

2025\u5e74\u306e\u8cfc\u5165\u91d1\u984d\u306f1,480.3\u30c9\u30eb\u3067\u300112\u67085\u65e5\u307e\u3067\u306e\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u306f+40.26%<\/strong><\/span><\/span>\u3067\u3057\u305f\u3002<\/p>\n\n\n\n

2025\u5e74\u306b\u8cfc\u5165\u3057\u305f\u9298\u67c4\u3068\u30ea\u30bf\u30fc\u30f3<\/h2>\n\n\n\n

2025\u5e74\u306b\u8cb7\u3044\u5897\u3057\u305f\u9298\u67c4\u306f22\u9298\u67c4<\/strong>\u3067\u3059\uff082\u9298\u67c4\u3092\u58f2\u5374\u3057\u3066\u3044\u307e\u3059\u3001\u307e\u305f12\u6708\u306e\u6295\u8cc7\u5206\u306f\u542b\u3093\u3067\u3044\u307e\u305b\u3093\uff09\u3002\u4e0b\u306e\u8868\u306f2025\u5e74\u306e\u8cfc\u5165\u7dcf\u984d\u3068\u8cb7\u5024\u304b\u3089\u306e\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u3092\u307e\u3068\u3081\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n\n\n\n

\u30c6\u30a3\u30c3\u30ab\u30fc<\/th>2025\u5e74\u306e\u8cfc\u5165\u7dcf\u984d\uff08\u30c9\u30eb\uff09<\/th>\u8cb7\u5024\u304b\u3089\u306e\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\uff08\u301c12\/5\uff09<\/th><\/tr><\/thead>
PEP<\/td>4,136.60<\/td>8.48%<\/td><\/tr>
MAIN<\/td>2,961.13<\/td>7.55%<\/td><\/tr>
UPS<\/td>2,938.38<\/td>3.54%<\/td><\/tr>
MRK<\/td>2,513.22<\/td>19.56%<\/span><\/strong><\/td><\/tr>
PG<\/td>2,310.00<\/td>-8.91%<\/span><\/td><\/tr>
MSFT<\/td>1,927.97<\/td>28.12%<\/span><\/strong><\/td><\/tr>
ARE<\/td>1,742.55<\/td>-46.38%<\/strong><\/span><\/td><\/tr>
JNJ<\/td>1,480.30<\/td>40.26%<\/span><\/strong><\/td><\/tr>
NEE<\/td>1,442.15<\/td>11.86%<\/span><\/strong><\/td><\/tr>
NVDA<\/td>1,212.80<\/td>49.04%<\/strong><\/span><\/td><\/tr>
CMCSA<\/td>1,194.15<\/td>-9.52%<\/span><\/td><\/tr>
NGG<\/td>1,148.00<\/td>35.62%<\/span><\/strong><\/td><\/tr>
LYB<\/td>1,082.80<\/td>-17.39%<\/span><\/strong><\/td><\/tr>
O<\/td>1,040.80<\/td>16.80%<\/span><\/strong><\/td><\/tr>
INFY<\/td>840.85<\/td>4.83%<\/td><\/tr>
PFE<\/td>731.16<\/td>10.61%<\/span><\/td><\/tr>
AVB<\/td>567.33<\/td>-5.70%<\/span><\/td><\/tr>
UNH<\/td>546.24<\/td>19.16%<\/span><\/strong><\/td><\/tr>
BAM<\/td>478.50<\/td>12.33%<\/strong><\/span><\/td><\/tr>
ADM<\/td>453.60<\/td>33.13%<\/span><\/strong><\/td><\/tr>
CCI<\/td>430.25<\/td>11.92%<\/span><\/strong><\/td><\/tr>
REXR<\/td>301.71<\/td>9.31%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u4f38\u3073\u7387\u3060\u3051\u3067\u8a00\u3048\u3070\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u304c1\u4f4d\u3001\u30b8\u30e7\u30f3\u30bd\u30f3\u30fb\u30a8\u30f3\u30c9\u30fb\u30b8\u30e7\u30f3\u30bd\u30f3\uff08JNJ\uff09\u304c2\u4f4d\u306a\u306e\u3067\u3059\u304c\u3001\u6295\u8cc7\u91d1\u984d\u304cJNJ\u306e\u307b\u3046\u304c\u591a\u304f\u3001\u5bc4\u4e0e\u5ea6\uff08\u6295\u8cc7\u91d1\u984d\u00d7\u4e0a\u6607\u7387\uff09\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u3001JNJ\u304c\u308f\u305a\u304b\u306b\u4e0a\u56de\u3063\u305f\u306e\u3067\u3001JNJ\u3092\u9078\u5b9a\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u4e00\u3064\u3068\u3093\u3067\u3082\u306a\u304f\u7206\u640d\u3057\u3066\u3044\u308b\u682a\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u89e6\u308c\u306a\u3044\u3067\u304f\u3060\u3055\u3044(\u00b4\uff1b\u03c9\uff1b\uff40)<\/p>\n\n\n\n

\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u306a\u306e\u3067\u3001\u76f4\u524d\u306b\u8cb7\u3044\u5897\u3057\u305f\u682a\u306e\u30ea\u30bf\u30fc\u30f3\u306f\u3069\u3046\u3057\u3066\u3082\u4f4e\u304f\u306a\u308a\u307e\u3059\u3002\u4eca\u5f8c\u3082\u3057\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af\u3092\u767a\u8868\u3059\u308b\u969b\u306b\u306f\u3001\u524d\u5e74\u306e12\u6708\u304b\u3089\u30ab\u30a6\u30f3\u30c8\u3057\u3066\u8a08\u7b97\u3067\u304d\u308c\u3070\u3068\u8003\u3048\u3066\u3044\u307e\u3059\ud83d\ude47\u200d\u2640\ufe0f<\/p>\n\n\n\n

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\"\"<\/figure><\/div>\t\t\t\t\t
\n\t\t\t\t\t\t\u3010JNJ\u3011\uff08\u30b8\u30e7\u30f3\u30bd\u30f3\u30fb\u30a8\u30f3\u30c9\u30fb\u30b8\u30e7\u30f3\u30bd\u30f3\uff09\u301c\u9023\u7d9a\u5897\u914d60\u5e74\u3002\u5b89\u5b9a\u6210\u9577\u30fb\u5b89\u5b9a\u914d\u5f53\u306e\u7dcf\u5408\u30d8\u30eb\u30b9\u30b1\u30a2\u4f01\u696d\uff01\u301c<\/a>\n\t\t\t\t\t\t\u3010\u66f4\u65b0\u60c5\u5831\u3011\uff082022\/8\/7\uff092021\u5e74\u306e\u6c7a\u7b97\u3092\u3075\u307e\u3048\u3001\u5404\u7a2e\u30c7\u30fc\u30bf\u66f4\u65b0\u30fb\u8ffd\u52a0\u3002\u8a18\u4e8b\u3092\u4e00\u90e8\u30ea\u30e9\u30a4\u30c8\u3002 \u3086\u30fc\u305f\u3093\u3067\u3059\u266a \u7dcf\u5408\u30d8\u30eb\u30b9\u30b1\u30a2\u4f01\u696d\u3001\u30b8\u30e7\u30f3\u30bd\u30f3\u30fb\u30a8\u30f3\u30c9\u30fb\u30b8\u30e7\u30f3\u30bd\u30f3\u306e\u9298…<\/span>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\n

\u533b\u85ac\u54c1\u3068\u533b\u7642\u6a5f\u5668\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u6301\u3064\u4e16\u754c\u6709\u6570\u306e\u30d8\u30eb\u30b9\u30b1\u30a2\u4f01\u696d\u3067\u3059\u300263\u5e74\u9023\u7d9a\u5897\u914d<\/strong><\/span>\u306e\u8a18\u9332\u3092\u3082\u3064\u914d\u5f53\u738b\u3067\u3082\u3042\u308a\u307e\u3059\u300212\/10\u6642\u70b9\u3067\u306e\u914d\u5f53\u5229\u56de\u308a\u306f2.60%<\/strong>\u30015\u5e74\u5897\u914d\u7387\u306f4.7%<\/strong>\u3067\u3059\u3002\u9000\u5c48\u3067\u3059\u304c\u7f8e\u3057\u3044\u682a<\/strong><\/span>\u3067\u3059<\/span>\u3002<\/p>\n\n\n\n

\u4fe1\u7528\u683c\u4ed8\u3051\u306fAAA<\/strong>\uff08\u30c8\u30ea\u30d7\u30ebA\uff09\u3067Microsoft\u3068\u4e26\u30732\u793e\u3057\u304b\u3042\u308a\u307e\u305b\u3093\u3002\u4ee5\u524d\u306f\u3001\u6d88\u8cbb\u8005\u30d8\u30eb\u30b9\u30b1\u30a2\u4e8b\u696d\u3082\u62c5\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u30012023\u5e745\u6708\u3001\u30b1\u30f3\u30d3\u30e5\u30fc<\/strong>\uff08Kenvue\u3001\u30c6\u30a3\u30c3\u30ab\u30fc\uff1aKVUE\uff09\u304c\u62c5\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u5f53\u6642\u682a\u4fa1\u304c\u4f4e\u8ff7\u3057\u3066\u3044\u305f\u30b8\u30e7\u30f3\u30bd\u30f3\u30fb\u30a8\u30f3\u30c9\u30fb\u30b8\u30e7\u30f3\u30bd\u30f3\u306f\u3001\u682a\u4e3b\u306e\u5727\u529b\u3082\u3042\u308a\u3001\u6d88\u8cbb\u8005\u30d8\u30eb\u30b9\u30b1\u30a2\u4e8b\u696d\u3092\u5207\u308a\u96e2\u3057\u305f\u308f\u3051\u3067\u3059\u304c\u3001\u3053\u308c\u304c\u7d50\u679c\u7684\u306b\u5927\u6b63\u89e3\u3002\u30b1\u30f3\u30d3\u30e5\u30fc\u306f\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304c\u93ae\u75db\u85ac\u30bf\u30a4\u30ec\u30ce\u30fc\u30eb\u306e\u6709\u52b9\u6210\u5206\u304c\u81ea\u9589\u75c7\u306e\u539f\u56e0\u306b\u306a\u308b\u3068\u53b3\u3057\u304f\u6279\u5224\u3002\u682a\u4fa1\u3092\u5927\u304d\u304f\u4e0b\u3052\u3001\u3064\u3044\u306b\u306f\u30ad\u30f3\u30d0\u30ea\u30fc\u30af\u30e9\u30fc\u30af<\/strong>\uff08Kimbarly-Clark\u3001\u30c6\u30a3\u30c3\u30ab\u30fc\uff1aKMB\uff09\u306b\u8cb7\u53ce\u3055\u308c\u308b\u3053\u3068\u3068\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\t\t\t\t\t
\n\t\t\t\t\t\t\u30ad\u30f3\u30d0\u30ea\u30fc\u30af\u30e9\u30fc\u30af\u3001\u300c\u30bf\u30a4\u30ec\u30ce\u30fc\u30eb\u300d\u30e1\u30fc\u30ab\u30fc\u3092400\u5104\u30c9\u30eb\u8d85\u3067\u8cb7\u53ce\u3078<\/a>\n\t\t\t\t\t\t\u7c73\u65e5\u7528\u54c1\u5927\u624b\u30ad\u30f3\u30d0\u30ea\u30fc\u30af\u30e9\u30fc\u30af\u306f\u3001\u7c73\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30d8\u30eb\u30b9\u306e\u30b1\u30f3\u30d3\u30e5\u30fc\u3092\uff14\uff10\uff10\u5104\u30c9\u30eb\u8d85\u3067\u8cb7\u53ce\u3059\u308b\u3053\u3068\u3067\u5408\u610f\u3057\u305f\u3002\u8cb7\u53ce\u53d6\u5f15\u306f\uff12\uff10\uff12\uff16\u5e74\u5f8c\u534a\u306b\u5b8c\u4e86\u3059\u308b\u898b\u8fbc\u307f\u3067\u3001\u7c73\u6d88\u8cbb…<\/span>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\n

\u3061\u306a\u307f\u306b2025\u5e74\u306e\u4fdd\u6709\u682a\u306e\u30d9\u30b9\u30c8\u30ea\u30bf\u30fc\u30f3\u306f\uff1f<\/h2>\n\n\n\n

2025\u5e74\u306b\u8cb7\u3063\u305f\u682a\u3067\u306f\u306a\u304f\u3001\u4fdd\u6709\u682a\u306e\u89b3\u70b9\u304b\u3089\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u3092\u8a08\u6e2c\u3059\u308b\u3068\u4e0b\u8a18\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u30c6\u30a3\u30c3\u30ab\u30fc<\/th>\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\uff08\u301c12\/14\uff09<\/th><\/tr><\/thead>
CVS<\/td>84.49%<\/td><\/tr>
TD<\/td>78.17%<\/td><\/tr>
CAH<\/td>69.97%<\/td><\/tr>
BTI<\/td>65.02%<\/td><\/tr>
RTX<\/td>57.27%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

1\u4f4d\u306f\u30d8\u30eb\u30b9\u30b1\u30a2\u30b5\u30fc\u30d3\u30b9\u306eCVS<\/strong>\u3067\u3057\u305f\u3002\u307e\u304224\u5e74\u306b\u682a\u4fa1\u304c\u4e0b\u304c\u308a\u3059\u304e\u3066\u3001\u3088\u3046\u3084\u304f24\u5e74\u521d\u306e\u30ec\u30d9\u30eb\u307e\u3067\u623b\u3063\u3066\u304d\u305f\u3060\u3051\u306a\u306e\u3067\u3059\u304c\u2026<\/p>\n\n\n\n

\u5b9f\u306f\u6628\u5e7412\u6708\u672b\u306b\u640d\u51fa\u3057\uff06\u5c11\u984d\u8cb7\u3044\u5897\u3057\u3057\u3066\u3044\u308b\u306e\u3067\u3001CVS\u304c\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af2025<\/strong>\u3068\u3082\u3044\u3048\u305d\u3046\u3067\u3059\u306d\u3002CVS\u306f\u79c1\u306e\u4fe1\u5ff5\u306e\u6295\u8cc7\u3067PF\u3067\u30827\u4f4d\uff082.74%\uff09\u3068\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u5927\u304d\u3044\u3067\u3059\u3002\u540c\u696d\u4ed6\u793e\u306eUNH\u306f\u7206\u4e0b\u3052\u3067\u3057\u305f\u304c\u3001\u3088\u3046\u3084\u304f\u5831\u308f\u308c\u307e\u3057\u305f\u306d\u3002<\/p>\n\n\n\n

2\u4f4d\u306f\u30ab\u30ca\u30c0\u9280\u884c\u306eTD<\/strong>\uff08\u30c8\u30ed\u30f3\u30c8\u30fb\u30c9\u30df\u30cb\u30aa\u30f3\u9280\u884c\uff09\u30672024\u5e74\u524d\u534a\u306b\u8cb7\u3044\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u554f\u984c\u306a\u5ea6\u3067\u4e00\u6642\u682a\u4fa1\u306f\u4f4e\u8abf\u3057\u305f\u304c\u3001\u5fa9\u6d3b\u3057\u3066\u304f\u308c\u3066\u4f55\u3088\u308a\u3067\u3059\u3002<\/p>\n\n\n\n

3\u4f4d\u306f\u30d8\u30eb\u30b9\u30b1\u30a2\u533b\u7642\u5378\u306eCAH<\/strong>\uff08\u30ab\u30fc\u30c7\u30a3\u30ca\u30eb\u30d8\u30eb\u30b9\uff09\u3067\u8cb7\u5024\u304b\u3089\u306f3.8\u30d0\u30ac\u30fc\u3068\u4fdd\u6709\u682a\u3067\u306fAVGO\uff08\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff09\u306e\u6b21\u306b\u5229\u76ca\u7387\u304c\u9ad8\u3044\u682a\u3067\u3059\u3002\u5178\u578b\u7684\u306a\u30d0\u30ea\u30e5\u30fc\u682a\u3067\u3057\u305f\u304c\u3001\u3053\u3053\u307e\u3067\u5927\u5316\u3051\u3059\u308b\u3068\u306f\u2026<\/p>\n\n\n\n

4\u4f4d\u306f\u305f\u3070\u3053\u682a\u306eBTI<\/strong>\uff08\u30d6\u30ea\u30c6\u30a3\u30c3\u30b7\u30e5\u30fb\u30a2\u30e1\u30ea\u30ab\u30f3\u30fb\u30bf\u30d0\u30b3\uff09\u3067\u3059\u3002\u6628\u5e74\u306ePF\u8abf\u6574\u3067MO\uff08\u30a2\u30eb\u30c8\u30ea\u30a2\uff09\u3092BTI\u306b\u632f\u308a\u66ff\u3048\u305f\u306e\u3067\u3059\u304c\u3001\u7d50\u679c\u7684\u306b\u3053\u308c\u304c\u529f\u3092\u594f\u3057\u307e\u3057\u305f\u306d\u3002\u4fdd\u6709\u5272\u5408\u306fPF\u306e4.3%\u3067AVGO\u306b\u6b21\u30502\u4f4d\u3001\u914d\u5f53\u91d1\u306b\u5360\u3081\u308b\u5272\u5408\u306f7.1%\u3067\u5802\u3005\u306e1\u4f4d\u3067\u3059<\/span>\u3002<\/p>\n\n\n\n

5\u4f4d\u306f\u5b87\u5b99\u30fb\u9632\u885b\u7523\u696d\u306eRTX<\/strong>\u3067\u3059\u3002\u540c\u3058\u5b87\u5b99\u30fb\u9632\u885b\u7523\u696d\u3067\u3082LMT<\/strong>\u306f\u5e74\u521d\u6765\u306e\u30ea\u30bf\u30fc\u30f3\u304c\u30de\u30a4\u30ca\u30b9\u3067\u3057\u305f\u304c\u3001\u3053\u3061\u3089\u306f\u7d76\u597d\u8abf\u30022023\u5e74\u306e\u30a8\u30f3\u30b8\u30f3\u30c8\u30e9\u30d6\u30eb\u3067\u4e00\u6642\u682a\u4fa1\u304c\u4e0b\u304c\u3063\u305f\u306e\u304c\u7d76\u597d\u306e\u8cb7\u3044\u6642\u3067\u3057\u305f\u306d\uff08\uff15\u682a\u3057\u304b\u8cb7\u3048\u307e\u305b\u3093\u3067\u3057\u305f\uff09\u3002\u8cb7\u5024\u304b\u3089\u306f2.7\u30d0\u30ac\u30fc\u3068\u306a\u3063\u3066\u3044\u3066\u5229\u76ca\u7387\u306fAVGO\u3001CAH\u306b\u6b21\u3044\u30673\u756a\u76ee\u3067\u3059\u3002<\/p>\n\n\n\n

2026\u5e74\u306e\u30d9\u30b9\u30c8\u30d0\u30a4\u30b9\u30c8\u30c3\u30af\u306f\uff1f<\/h2>\n\n\n\n

\u6c17\u304c\u65e9\u3044\u8a71\u3067\u3059\u304c\u3001\u3061\u3087\u3063\u3068\u5984\u60f3\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n

\u751f\u6210AI\u306e\u9032\u5316\u306f\u3081\u3056\u307e\u3057\u304f\u3001\u534a\u5c0e\u4f53\u5927\u624b\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA<\/strong>\uff09\u3084\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO<\/strong>\uff09\u3001\u304a\u3088\u3073\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u304c\u5f15\u304d\u7d9a\u304d\u5f37\u3044\u306e\u3067\u306f\uff1f\u3068\u601d\u308f\u305b\u3066\u304f\u308c\u307e\u3059\u304c\u3001\u5b9f\u306f\u4eca\u3001\u30b8\u30e7\u30f3\u30bd\u30f3\u30fb\u30a8\u30f3\u30c9\u30fb\u30b8\u30e7\u30f3\u30bd\u30f3\u3068\u3088\u304f\u4f3c\u305f\u914d\u5f53\u738b\u9298\u67c4\u3067\u3059\u3054\u304f\u4f4e\u8ff7\u3057\u3066\u3044\u308b\u9298\u67c4\u304c\u3042\u308b\u3093\u3067\u3059\u3088\u3002<\/p>\n\n\n\n

P\uff06G<\/strong>\uff08PG<\/strong>\uff09\u3063\u3066\u8a00\u3046\u3093\u3067\u3059\u3051\u3069\u306d<\/span>\u3002\u7279\u6bb5\u696d\u7e3e\u304c\u60aa\u5316\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u751f\u6d3b\u7528\u54c1\u30bb\u30af\u30bf\u30fc\u5168\u822c\u304c\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u306e\u60aa\u5316\u306752\u9031\u5b89\u5024\u4ed8\u8fd1\u307e\u3067\u58f2\u308a\u3053\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u8ab0\u3082\u304c\u632f\u308a\u5411\u304b\u306a\u3044\u3068\u304d\u3053\u305d\u3001\u8cb7\u3044\u5897\u3057\u5999\u5473\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u306e\u3067\u3001\u611a\u76f4\u306b\u8cb7\u3044\u5897\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u7206\u767a\u7684\u306a\u30ea\u30bf\u30fc\u30f3\u304c\u671f\u5f85\u3067\u304d\u308b\u682a\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u751f\u6d3b\u5fc5\u9700\u54c1\u306e\u306a\u304b\u3067\u3082\u5b89\u5b9a\u5ea6\u306f\u30d4\u30ab\u30a4\u30c1\u3067\u3059\u3002\u4e07\u304c\u4e00P&G\u304c\u6c88\u3080\u3088\u3046\u306a\u4e8b\u614b\u306b\u306a\u3063\u305f\u3089\u7d20\u76f4\u306b\u8ae6\u3081\u307e\u3059\u3002<\/p>\n\n\n\n

\u660e\u65e512\/16\u306f\u306a\u307e\u305a\u3093\u3055\u3093\u3067\u3059\u3002\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u6295\u8cc7\u30928\u5e74\u9593\u306b\u308f\u305f\u308a\u5b9f\u8df5\u3057\u3066\u304a\u308a\u3001\u6bce\u6708\u306e\u8cc7\u7523\u5831\u544a\u3067\u3001\u30b3\u30c4\u30b3\u30c4\u3068\u8cc7\u7523\u3092\u7a4d\u307f\u4e0a\u3052\u3066\u3044\u308b\u3088\u3046\u3059\u304c\u30d6\u30ed\u30b0\u304b\u3089\u3082\u62dd\u898b\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n

\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\u306a\u307e\u305a\u3093\u306e\u300c\u5f31\u8005\u306e\u30b2\u30fc\u30e0\u300d\u2015\u201520\u4ee3…<\/span>\n\t\t\t\t\t
\"\"<\/figure><\/div>\t\t\t\t\t
\n\t\t\t\t\t\t\u306a\u307e\u305a\u3093\u306e\u300c\u5f31\u8005\u306e\u30b2\u30fc\u30e0\u300d\u2015\u201520\u4ee3\u304b\u3089\u306e\u8cc7\u7523\u904b\u7528\u5b9f\u8df5\u9332<\/a>\n\t\t\t\t\t\t20\u4ee3\u304b\u3089\u306e\u8cc7\u7523\u904b\u7528\u5b9f\u8df5\u9332\u3002\u77e5\u8b58\u30fb\u7d4c\u9a13\u30fb\u6642\u9593\u306e\u9650\u3089\u308c\u305f\u300c\u5f31\u8005\u300d\u304c\u751f\u304d\u6b8b\u308b\u305f\u3081\u306e\u6295\u8cc7\u3068\u5bb6\u8a08\u7ba1\u7406\u306e\u8003\u3048\u65b9<\/span>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\n

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