{"id":10110,"date":"2026-04-22T08:13:31","date_gmt":"2026-04-21T23:13:31","guid":{"rendered":"https:\/\/yutan-investment.com\/?p=10110"},"modified":"2026-04-22T08:23:08","modified_gmt":"2026-04-21T23:23:08","slug":"2026%e5%b9%b43%e6%9c%88%e3%81%ae%e8%b2%b7%e4%bb%98%e7%8a%b6%e6%b3%81","status":"publish","type":"post","link":"https:\/\/yutan-investment.com\/?p=10110","title":{"rendered":"2026\u5e743\u6708\u306e\u8cb7\u4ed8\u72b6\u6cc1"},"content":{"rendered":"\n

\u3086\u30fc\u305f\u3093\u3067\u3059\u3002\u9045\u304f\u306a\u308a\u307e\u3057\u305f\u304c\u30012026\u5e743\u6708\u306e\u8cb7\u4ed8\u72b6\u6cc1\u3067\u3059\u3002<\/p>\n\n\n\n

2026\u5e743\u6708\u306e\u8cb7\u4ed8\u72b6\u6cc1<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

1\u30fb2\u6708\u3068\u6bd4\u3079\u3001\u5c11\u3057\u8cc7\u91d1\u306b\u4f59\u88d5\u304c\u3067\u304d\u307e\u3057\u305f\u306e\u3067\u3001\u624b\u5e83\u304f\u8cb7\u3044\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u5148\u6708\u306f\u4eba\u4e8b\u30fb\u7d66\u4e0e\u30b5\u30fc\u30d3\u30b9\u3092\u624b\u304c\u3051\u308bADP<\/strong>\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5927\u624b\u306eMSFT<\/strong>\u304c\u8ef8\u3067\u3057\u305f\u304c\u30013\u6708\u306f\u305d\u3053\u306b\u88fd\u85ac\u306eNVO<\/strong>\uff08\u30ce\u30dc \u30ce\u30eb\u30c7\u30a3\u30b9\u30af\uff09\u3084\u30a4\u30f3\u30c9IT\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u5927\u624bINFY<\/strong>\uff08\u30a4\u30f3\u30d5\u30a9\u30b7\u30b9\uff09\u3001\u8cc7\u7523\u904b\u7528\u5927\u624b\u306eBAM<\/strong>\uff08\u30d6\u30eb\u30c3\u30af\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\uff09\u306a\u3069\u3082\u52a0\u308f\u308a\u307e\u3057\u305f<\/span>\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u3067\u3001\u6e1b\u914d\u3092\u767a\u8868\u3057\u305f\u7d20\u6750\u30e1\u30fc\u30ab\u30fc\u306eLYB<\/strong>\uff08\u30e9\u30a4\u30aa\u30f3\u30c7\u30eb\u30d0\u30bc\u30eb\uff09\u306f\u4e2d\u6771\u60c5\u52e2\u3067\u4e0a\u6607\u3057\u3066\u3044\u305f\u3053\u3068\u3082\u3042\u308a\u3001\u58f2\u5374\u3057\u3066\u5229\u76ca\u78ba\u5b9a\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u30ad\u30e3\u30d4\u30bf\u30eb\u30b2\u30a4\u30f3\u306f2%\u7a0b\u5ea6\u3067\u3059\u304c\u30012\u5e74\u534a\u4fdd\u6709\u3057\u3066\u3044\u305f\u306e\u3067\u914d\u5f53\u306f\u307e\u308b\u307e\u308b\u5229\u76ca\u3068\u3057\u3066\u6b8b\u308a\u307e\u3057\u305f<\/span>\u3002\u4e00\u6642\u671f45\u30c9\u30eb\u53f0\u307e\u3067\u4e0b\u304c\u308a\u307e\u3057\u305f\u306e\u3067\u3001\u6069\u306e\u5b57\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n\n\n\n

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MSFT<\/strong>\u306f3\u6708\u306b7\u682a\u8ffd\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u81ea\u5f8b\u578bAI\u306e\u666e\u53ca\u306b\u3088\u308a\u3001\u81ea\u5f8b\u578bAI\u304c\u305d\u308c\u307e\u3067\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u696d\u754c\u306e\u62c5\u3063\u3066\u304d\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u4ee3\u66ff\u3059\u308b\u3068\u3044\u3046\u61f8\u5ff5\u304b\u3089\u3001SaaS\u306e\u6b7b<\/strong><\/span><\/span>\u304c\u53eb\u3070\u308c\u3001MSFT\u306e\u682a\u4fa1\u3082\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u60b2\u89b3\u8ad6\u3092\u7e54\u308a\u8fbc\u307f\u3059\u304e<\/strong><\/span>\u3060\u3068\u601d\u3044\u307e\u3059<\/span>\u3002\u6628\u5e74\u306e\u5f31\u6c17\u76f8\u5834\u3067\u306f\u305d\u308c\u307b\u3069\u8cb7\u3044\u5897\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u306e\u3067\u3001\u4eca\u56de\u610f\u8b58\u3057\u3066\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5897\u3084\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

NVO<\/strong>\u308237\u30c9\u30eb\u53f0\u306750\u682a\u8cb7\u3044\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u3053\u307e\u3067\u4e0b\u3052\u308b\u3068\u306f\u601d\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001\u30ea\u30b9\u30af\u30ea\u30ef\u30fc\u30c9\u3068\u3057\u3066\u60aa\u304f\u306a\u3044<\/strong><\/span>\u3068\u8003\u3048\u3001\u6295\u8cc7\u3092\u3057\u3066\u3044\u307e\u3059<\/span>\u3002\u7cd6\u5c3f\u75c5\u6cbb\u7642\u85ac\u306fLLY\uff08\u30a4\u30fc\u30e9\u30a4\u30fb\u30ea\u30ea\u30fc\uff09\u304c\u304b\u306a\u308a\u5f37\u3044\u3067\u3059\u304c\u3001\u5c06\u6765\u7684\u306b\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u308b\u5206\u91ce\u3067\u3042\u308a\u3001\u65b0\u85ac\u627f\u8a8d\u306a\u3069\u306e\u53cd\u8ee2\u653b\u52e2\u306b\u671f\u5f85\u3067\u3059\u306d\u3002<\/p>\n\n\n\n

\u7d9a\u3051\u3066\u8cfc\u5165\u3057\u305f\u306e\u306fBAM<\/strong>\u3068INFY<\/strong>\u3067\u3059\u3002BAM\u306f\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u3092\u624b\u304c\u3051\u308b\u8cc7\u7523\u904b\u7528\u5927\u624b\u3067\u3001\u3082\u3063\u3068\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5897\u3084\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u8ca0\u50b5\u304c\u5c11\u306a\u3044\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3082\u597d\u307f<\/strong><\/span>\u3067\u3059<\/span>\u3002INFY\u306f\u751f\u6210AI\u306e\u666e\u53ca\u3067\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u696d\u52d9\u304c\u306a\u304f\u306a\u308b\u306e\u3067\u306f\u3068\u3044\u3046\u61f8\u5ff5\u3067\u306f\u58f2\u308a\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u304c\u3001MSFT\u540c\u69d8\u3001\u60b2\u89b3\u8ad6\u3092\u7e54\u308a\u8fbc\u307f\u3059\u304e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u73fe\u72b6\u3067\u306fEPS\u6210\u9577\u3082\u5b89\u5b9a\u3057\u3066\u304a\u308a\u3001\u5272\u5b89\u3068\u8003\u3048\u3066\u306e\u6295\u8cc7\u5224\u65ad<\/strong><\/span>\u3067\u3059<\/span>\u3002<\/p>\n\n\n\n

ADP<\/strong>\u306f2\u6708\u306b\u7a4d\u6975\u7684\u306b\u8cb7\u3044\u9032\u3081\u305f\u3053\u3068\u3082\u3042\u308a\u3001\u82e5\u5e72\u63a7\u3048\u3081\u306a\u6295\u8cc7\u306b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5f15\u304d\u7d9a\u304d\u8cb7\u3044\u76ee\u7dda\u306b\u5909\u5316\u306f\u3042\u308a\u307e\u305b\u3093\u3002AI\u306e\u666e\u53ca\u306b\u3088\u308b\u4eba\u54e1\u524a\u6e1b\u304c\u61f8\u5ff5\u6750\u6599\u3067\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u79c1\u500b\u4eba\u3068\u3057\u3066\u306fAI\u304c\u666e\u53ca\u3057\u3066\u3082\u30de\u30af\u30ed\u5358\u4f4d\u3067\u306f\u4eba\u306e\u4ed5\u4e8b\u306f\u305d\u308c\u307b\u3069\u6e1b\u3089\u306a\u3044<\/strong>\u3068\u8003\u3048\u3066\u3044\u307e\u3059<\/span>\uff08\u3082\u3061\u308d\u3093\u4f01\u696d\u5358\u4f4d\u3067\u306f\u6e1b\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\uff09\u3002<\/p>\n\n\n\n

\u6210\u9577\u898b\u901a\u3057\u3082\u3055\u3059\u304c\u306b2\u6841\u306f\u96e3\u3057\u3044\u3067\u3059\u304c\u30011\u6841\u53f0\u5f8c\u534a\u306e\u5b89\u5b9a\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001PER\u306f18\u500d\u53f0\u3068\u304b\u306a\u308a\u58f2\u308a\u3053\u307e\u308c\u3066\u3044\u308b<\/strong><\/span>\u3068\u601d\u3044\u307e\u3059<\/span>\u3002\u3082\u3063\u3068\u3082\u3053\u3046\u3057\u305f\u512a\u826f\u682a\u3067\u3082\u682a\u4fa1\u304c\u5d29\u308c\u308b\u3053\u3068\u304c\u3042\u308b\u306e\u304c\u3001\u682a\u5f0f\u6295\u8cc7\u306e\u6016\u3055\u3067\u3059\u3088\u306d\uff08NIKE\u3068\u304b\u3082\u305d\u3046\u3067\u3059\u306d…\uff09<\/p>\n\n\n\n

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\t\t\t
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\n\t\t\t\t\t\u3042\u308f\u305b\u3066\u8aad\u307f\u305f\u3044<\/span>\n\t\t\t\t\t
\"\"<\/figure><\/div>\t\t\t\t\t
\n\t\t\t\t\t\t\u3010BBY\u3011\uff08\u30d9\u30b9\u30c8\u30d0\u30a4\uff09\u301c\u914d\u5f53\u5229\u56de\u308a5%\u8d85\uff01\u30a2\u30e1\u30ea\u30ab\u3067\u5168\u56fd\u5c55\u958b\u3059\u308b\u552f\u4e00\u306e\u5bb6\u96fb\u91cf\u8ca9\u5e97\u301c<\/a>\n\t\t\t\t\t\t\u3086\u30fc\u305f\u3093\u3067\u3059\u3002 \u5bb6\u96fb\u91cf\u8ca9\u5e97\u5927\u624b\u3001\u30d9\u30b9\u30c8\u30d0\u30a4\uff08\u30c6\u30a3\u30c3\u30ab\u30fc\uff1aBBY\uff09\u306e\u9298\u67c4\u5206\u6790\u3067\u3059🎵 \u30d9\u30b9\u30c8\u30d0\u30a4\uff08BBY\uff09\u3063\u3066\u3069\u3093\u306a\u4f1a\u793e\uff1f \uff08Featured image by\uff1aShutterstock\uff09 \u30d9…<\/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

2026\u5e744\u6708\u306e\u8cb7\u4ed8\u4e88\u5b9a<\/h2>\n\n\n\n

4\u6708\u3082\u65e2\u306b\u4e2d\u76e4\u3092\u904e\u304e\u3066\u304a\u308a\u30014\u6708\u521d\u65ec\u3068\u306f\u3060\u3044\u3076\u30c8\u30ec\u30f3\u30c9\u3082\u5909\u308f\u3063\u3066\u3057\u307e\u3044\u307e\u3057\u305f\u3002MSFT<\/strong>\u3084BAM<\/strong>\u3001N<\/strong>\u306a\u3069\u306f\u3084\u3084\u76f4\u8fd1\u5b89\u5024\u304b\u3089\u306f\u53cd\u767a\u3057\u3066\u3044\u308b\u306e\u3067\u898b\u9001\u308a\u304b\u306a\u3042\u3068\u3002\u4ee5\u4e0b\u306e\u9298\u67c4\u3092\u30a6\u30a9\u30c3\u30c1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

INFY\uff08\u30a4\u30f3\u30d5\u30a9\u30b7\u30b9\u3001Infosys\uff09<\/h3>\n\n\n\n

\u79c1\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u7c73\u56fd\u306a\u3069\u5148\u9032\u56fd\u306b\u504f\u308b\u306a\u304b\u3067\u3001\u552f\u4e00\u306e\u65b0\u8208\u56fd\u682a\u3067\u6210\u9577\u671f\u5f85\u67a0<\/strong><\/span><\/span>\u306e\u4f4d\u7f6e\u4ed8\u3051\u3067\u3059\u3002<\/p>\n\n\n\n

\u4e00\u6642\u671f\u306f\u7d4c\u55b6\u8005\u3092\u3081\u3050\u308b\u30a4\u30b6\u30b3\u30b6\u3084\u4e0d\u6b63\u4f1a\u8a08\u7591\u60d1\u306a\u3069\u3082\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3088\u3046\u3084\u304f\u5b89\u5b9a\u3057\u3066\u304d\u305f\u3068\u601d\u3063\u305f\u306e\u306b\u3001\u81ea\u5f8b\u578bAI\u306e\u666e\u53ca\u3067\u30b3\u30f3\u30b5\u30eb\u696d\u52d9\u304c\u4fb5\u98df\u3055\u308c\u308b\u306e\u3067\u306f<\/strong><\/span><\/span>\u3068\u3044\u3046\u61f8\u5ff5\u3067\u58f2\u3089\u308c\u3066\u3044\u307e\u3059\uff08\u540c\u696d\u4ed6\u793e\u306e\u30a2\u30af\u30bb\u30f3\u30c1\u30e5\u30a2\u3084IBM\u3082\u53b3\u3057\u3044\u3067\u3059\uff09\u3002<\/p>\n\n\n\n

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UL\uff08\u30e6\u30cb\u30ea\u30fc\u30d0\u3001Unilever\uff09<\/h3>\n\n\n\n

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ADP\uff08\u30aa\u30fc\u30c8\u30de\u30c1\u30c3\u30af\u30fb\u30c7\u30fc\u30bf\u30fb\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u3001Automatic Data Processing\uff09<\/h3>\n\n\n\n

2\u6708\u30fb3\u6708\u3092\u901a\u3058\u3066\u4e00\u8cab\u3057\u3066\u8cb7\u3044\u76ee\u7dda\u3067\u898b\u3066\u3044\u308b\u9298\u67c4\u3067\u3042\u308a\u30014\u6708\u3082\u305d\u306e\u65b9\u91dd\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3002210\u30c9\u30eb\u4ee5\u4e0b\u3067\u3042\u308c\u3070\u8cb7\u3044\u5897\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059<\/span>\u3002<\/p>\n\n\n\n

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