{"id":9997,"date":"2025-10-12T21:50:39","date_gmt":"2025-10-12T12:50:39","guid":{"rendered":"https:\/\/yutan-investment.com\/?p=9997"},"modified":"2025-10-13T19:33:35","modified_gmt":"2025-10-13T10:33:35","slug":"2025%e5%b9%b49%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=9997","title":{"rendered":"2025\u5e749\u6708\u306e\u8cb7\u4ed8\u72b6\u6cc1"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">2025\u5e749\u6708\u306e\u8cb7\u4ed8\u72b6\u6cc1<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full is-style-photo_frame\"><img decoding=\"async\" width=\"915\" height=\"347\" src=\"https:\/\/yutan-investment.com\/wp-content\/uploads\/YUHID_Transaction_202509.png\" alt=\"\" class=\"wp-image-9993\" srcset=\"https:\/\/yutan-investment.com\/wp-content\/uploads\/YUHID_Transaction_202509.png 915w, https:\/\/yutan-investment.com\/wp-content\/uploads\/YUHID_Transaction_202509-768x291.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">UPS\u3001OKE\u306f\u5148\u6708\u3082\u8cfc\u5165\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u4ed6\u306f\u5c11\u3057\u8cfc\u5165\u9298\u67c4\u304c\u5909\u308f\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker mark_yellow\">\u65b0\u305f\u306b\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u30ea\u30fc\u30c7\u30a3\u30f3\u30b0\u30ab\u30f3\u30d1\u30cb\u30fc\u3067\u3042\u308b<strong>NEE<\/strong>\uff08\u30cd\u30af\u30b9\u30c6\u30e9\u30a8\u30ca\u30b8\u30fc\u3001Nextera Energy\uff09\u3092\u539a\u3081\u306b\u8cb7\u3044\u5897\u3057\u307e\u3057\u305f<\/span>\u3002\u307e\u305f\u7d71\u5408\u30e1\u30c7\u30a3\u30a2\u4f01\u696d\u306e<strong>CMCSA<\/strong>\uff08\u30b3\u30e0\u30ad\u30e3\u30b9\u30c8\u3001Comcast\uff09\u3001IT\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u3092\u624b\u304c\u3051\u308b<strong>INFY<\/strong>\uff08\u30a4\u30f3\u30d5\u30a9\u30b7\u30b9\u3001Infosys\uff09\u3092\u8cb7\u3044\u5897\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NEE\u306f<span class=\"swl-marker mark_blue\"><span class=\"swl-inline-color has-swl-deep-02-color\"><strong>\u914d\u5f53\u5229\u56de\u308a3%\u524d\u5f8c\u3067\u5897\u914d\u7387\u3082\u5e7410%\u524d\u5f8c\u3068\u682a\u4e3b\u9084\u5143\u3092\u5f37\u5316\u3001EPS\u6210\u9577\u7387\u3082\u5e74\u73877<\/strong><\/span>%\u524d\u5f8c\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u512a\u826f\u682a\u3068\u8003\u3048\u3066\u3044\u307e\u3059<\/span>\u3002\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u3068\u3044\u3046\u306e\u3082\u30c8\u30ec\u30f3\u30c9\u7684\u306b\u306f\u8ffd\u3044\u98a8\u3067\u3059\u306d\u3002\u682a\u4fa1\u306f\u65e2\u306b\u8cb7\u3044\u5897\u3057\u30dd\u30a4\u30f3\u30c8\u304b\u308915%\u4e0a\u6607\u3057\u3066\u304a\u308a\u3001\u30bf\u30a4\u30df\u30f3\u30b0\u3088\u304f\u8cb7\u3044\u5897\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CMCSA\u306f<span class=\"swl-marker mark_blue\"><span class=\"swl-inline-color has-swl-deep-02-color\"><strong>PER7\u500d\u3092\u5207\u3063\u3066\u304a\u308a<\/strong><\/span>\u3001\u3082\u3063\u3068\u3082\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u4f4e\u3044\u682a\u306e\u4e00\u3064\u3067\u3059<\/span>\u3002<span class=\"swl-marker mark_orange\">\u5229\u76ca\u306e\u5927\u534a\u3092\u751f\u307f\u51fa\u3059\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u4e8b\u696d\u306f<span class=\"swl-inline-color has-swl-deep-01-color\"><strong>\u52a0\u5165\u8005\u6e1b\u306b\u3042\u3048\u3044\u3067\u304a\u308a<\/strong><\/span><\/span>\u3001Verizon\u3084AT&amp;T\u306a\u3069\u306e\u643a\u5e2f\u4e8b\u696d\u8005\u304c\u9818\u57df\u3092\u4fb5\u98df\u3057\u3064\u3064\u3042\u308b\u307b\u304b\u3001Starlink\u306a\u3069\u306e\u885b\u661f\u901a\u4fe1\u30b5\u30fc\u30d3\u30b9\u3082\u8105\u5a01\u3067\u3059\u3002Sky\u306a\u3069\u306e\u6709\u6599\u30c6\u30ec\u30d3\u4e8b\u696d\u306f\u52a0\u5165\u8005\u304c\u4f38\u3073\u60a9\u3093\u3067\u3044\u307e\u3059\u3002\u305f\u3060\u30b3\u30e0\u30ad\u30e3\u30b9\u30c8\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u591a\u5f69\u3067EPS\u306f<span class=\"swl-marker mark_blue\">\u5e74\u73874%\u7a0b\u5ea6\u306e\u6210\u9577\u3092\u9042\u3052\u3066\u304a\u308a\u3001<span class=\"swl-inline-color has-swl-deep-02-color\"><strong>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u7684\u306b\u306f\u304b\u306a\u308a\u5272\u5b89\u3067\u3001\u6295\u8cc7\u5999\u5473\u304c\u3042\u308b<\/strong><\/span>\u3068\u8003\u3048\u3066\u3044\u307e\u3059<\/span>\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">INFY\u306f\u30a4\u30f3\u30c9\u682a\u3067\u3059\u3002<span class=\"swl-marker mark_orange\"><span class=\"swl-inline-color has-swl-deep-01-color\"><strong>\u5916\u56fd\u4eba\u6280\u8853\u8005\u5411\u3051\u306e\u5c31\u52b4\u30d3\u30b6\u306b\u9ad8\u984d\u306a\u624b\u6570\u6599\u304c\u8ab2\u3055\u308c\u308b<\/strong><\/span><\/span>\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u696d\u7e3e\u60aa\u5316\u61f8\u5ff5\u304b\u3089\u5024\u3092\u4e0b\u3052\u3066\u3044\u307e\u3059\u304c\u3001\u500b\u4eba\u7684\u306b\u306f\u3042\u307e\u308a\u5fc3\u914d\u3057\u3066\u304a\u3089\u305a\u3001\u58f2\u3089\u308c\u3059\u304e\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u914d\u5f53\u306b\u3088\u308b\u682a\u4e3b\u9084\u5143\u65b9\u91dd\u304c\u5f37\u304f\uff08\u914d\u5f53\u6027\u5411\u306f\u3084\u3084\u9ad8\u3081\u3067\u3059\uff09\u3001EPS\u6210\u9577\u7387\u3082\u5e745\u301c7%\u524d\u5f8c\u3068\u5805\u8abf\u3067\u3059\u3002<span class=\"swl-marker mark_blue\">\u307e\u305f<span class=\"swl-inline-color has-swl-deep-02-color\"><strong>\u8cb4\u91cd\u306a\u7c73\u56fd\u5e02\u5834\u306b\u4e0a\u5834\u3057\u3066\u3044\u308b\u30a4\u30f3\u30c9\u682a<\/strong><\/span>\u3067\u3082\u3042\u308a\u307e\u3059<\/span>\u3002<\/p>\n\n\n<div class=\"swell-block-postLink\">\t\t\t<div class=\"p-blogCard -external\" data-type=\"type3\" data-onclick=\"clickLink\">\n\t\t\t\t<div class=\"p-blogCard__inner\">\n\t\t\t\t\t<span class=\"p-blogCard__caption\">\u65e5\u672c\u7d4c\u6e08\u65b0\u805e<\/span>\n\t\t\t\t\t<div class=\"p-blogCard__thumb c-postThumb\"><figure class=\"c-postThumb__figure\"><img decoding=\"async\" src=\"https:\/\/article-image-ix.nikkei.com\/https%3A%2F%2Fimgix-proxy.n8s.jp%2FDSXZQO6977702022092025000000-1.jpg?auto=format&#038;bg=FFFF&#038;crop=focalpoint&#038;fit=crop&#038;fp-x=0.55&#038;fp-y=0.34&#038;h=630&#038;w=1200&#038;s=9cea992191d490253b7262bdf0b28072\" alt=\"\" class=\"c-postThumb__img u-obf-cover\" width=\"320\" height=\"180\"><\/figure><\/div>\t\t\t\t\t<div class=\"p-blogCard__body\">\n\t\t\t\t\t\t<a class=\"p-blogCard__title\" href=\"https:\/\/www.nikkei.com\/article\/DGXZQOGM226FM0S5A920C2000000\/\" target=\"_blank\" rel=\"noopener noreferrer\">\u30a4\u30f3\u30c9IT\u696d\u754c\u300c\u4e8b\u696d\u7d99\u7d9a\u306b\u652f\u969c\u300d\u3001\u7c73\u56fd\u300cH1B\u300d\u30d3\u30b6\u898f\u5236\u306b\u53cd\u767a &#8211; \u65e5\u672c\u7d4c\u6e08\u65b0\u805e<\/a>\n\t\t\t\t\t\t<span class=\"p-blogCard__excerpt\">\u3010\u30e0\u30f3\u30d0\u30a4=\u5ca1\u90e8\u8cb4\u5178\u3011\u30c8\u30e9\u30f3\u30d7\u7c73\u5927\u7d71\u9818\u304c\u9ad8\u5ea6\u306a\u5916\u56fd\u4eba\u6280\u8853\u8005\u5411\u3051\u306e\u5c31\u52b4\u30d3\u30b6\uff08\u67fb\u8a3c\uff09\u300cH1B\u300d\u306b\u9ad8\u984d\u624b\u6570\u6599\u3092\u8ab2\u3059\u3068\u6c7a\u3081\u305f\u3053\u3068\u3067\u3001\u30a4\u30f3\u30c9\u306eIT\uff08\u60c5\u5831\u6280\u8853\uff09\u696d\u754c\u306b\u52d5\u63fa\u304c\u8d70\u3063\u3066&#8230;<\/span>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n<div class=\"article_ads\"><script async=\"\" src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js\"><\/script><br><ins class=\"adsbygoogle\" style=\"display: block; text-align: center;\" data-ad-layout=\"in-article\" data-ad-format=\"fluid\" data-ad-client=\"ca-pub-2389148065955301\" data-ad-slot=\"4406162686\"><\/ins><br><script><br \/>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});<br \/>\r\n<\/script><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">2025\u5e7410\u6708\u306e\u8cb7\u4ed8\u4e88\u5b9a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6628\u6669\u306f\u7c73\u56fd\u682a\u304c\u8abf\u6574\u3057\u307e\u3057\u305f\u304c\u3001\u6210\u9577\u671f\u5f85\u306e\u30cf\u30a4\u30c6\u30af\u682a\u306a\u3069\u306f\u8cb7\u3044\u5897\u3057\u305f\u3044\u3068\u601d\u3048\u308b\u6c34\u6e96\u306b\u306f\u307b\u3069\u9060\u304f&#8230;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u914d\u5f53\u518d\u6295\u8cc7\u304c\u4e2d\u5fc3\u306b\u306a\u308a\u305d\u3046\u3067\u3059\u304c\u3001\u4ee5\u4e0b\u306e\u682a\u3092\u8cb7\u3046\u3053\u3068\u3092\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list is-style-check_list has-swl-main-thin-background-color has-background\">\n<li>INFY\uff08\u30a4\u30f3\u30d5\u30a9\u30b7\u30b9\u3001Infosys\uff09<\/li>\n\n\n\n<li>PG\uff08P&amp;G\uff09<\/li>\n\n\n\n<li>OKE\uff08\u30ef\u30f3\u30aa\u30fc\u30af\u3001ONEOK\uff09<\/li>\n\n\n\n<li>LYB\uff08\u30e9\u30a4\u30aa\u30f3\u30c7\u30eb\u30d0\u30bb\u30eb\u3001Lyondellbasell\uff09<\/li>\n\n\n\n<li>CMCSA\uff08\u30b3\u30e0\u30ad\u30e3\u30b9\u30c8\u3001Comcast\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d8\u30eb\u30b9\u30b1\u30a2\u9298\u67c4\u306f\u3044\u3063\u305f\u3093\u53cd\u767a\u3057\u305f\u306e\u3067\u5916\u3057\u3066\u307e\u3059\u3002\u6628\u6669\u306e\u4e0b\u843d\u3067<strong>LYB<\/strong>\u3084<strong>UPS<\/strong>\u306f\u518d\u3073\u8cb7\u3044\u5897\u3057\u30dd\u30a4\u30f3\u30c8\u3092\u4e0b\u56de\u3063\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u8cb7\u3044\u5897\u3059\u306b\u3057\u3066\u3082\u3082\u3046\u5c11\u3057\u4e0b\u843d\u3092\u5f85\u3061\u305f\u3044\u3067\u3059\u306d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker mark_orange\"><strong>PG<\/strong>\u308252\u9031\u5b89\u5024\u4ed8\u8fd1\u3067\u3059\u304c\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u904e\u53bb\u306e\u6c34\u6e96\u3068\u6bd4\u8f03\u3057\u3066\u305d\u3053\u307e\u3067\u5b89\u3044\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093<\/span>\u3002\u6628\u6669\u7c73\u56fd\u682a\u304c\u5927\u304d\u304f\u4e0b\u304c\u3063\u305f\u306e\u3067\u3001\u3084\u3084\u512a\u5148\u5ea6\u306f\u4e0b\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>INFY<\/strong>\u3084<strong>CMCSA<\/strong>\u306f\u3082\u3046\u5c11\u3057\u8cb7\u3044\u5897\u3057\u305f\u3044\u3067\u3059\u306d\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u306e<strong>OKE<\/strong>\u308270\u30c9\u30eb\u3092\u4e0b\u56de\u3063\u305f\u306e\u3067\u3001\u8cb7\u3044\u5897\u3057\u3066\u3044\u304d\u305f\u3044\u304b\u306a\u3068\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6628\u6669\u306e\u7c73\u56fd\u682a\u306e\u4e0b\u3052\u306b\u3042\u305f\u3063\u3066\u306f\u3001\u4e45\u3005\u306b\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u306e\u5f37\u3055\u304c\u969b\u7acb\u3061\u307e\u3057\u305f\uff08\u3082\u3061\u308d\u3093\u5168\u4f53\u3067\u306f\u4e0b\u3052\u305f\u9298\u67c4\u304c\u591a\u304f\u7d50\u69cb\u30de\u30a4\u30ca\u30b9\u3092\u98df\u3089\u3044\u307e\u3057\u305f\u304c\uff09\u3002\u305f\u3060\u3001<span class=\"swl-marker mark_blue\">\u30cf\u30a4\u30c6\u30af\u306a\u3069\u30b0\u30ed\u30fc\u30b9\u682a\u3068\u6bd4\u8f03\u3057\u3066<span class=\"swl-inline-color has-swl-deep-02-color\"><strong>\u30d0\u30ea\u30e5\u30fc\u682a\u304c\u76f8\u5bfe\u7684\u306b\u5272\u5b89<\/strong><\/span>\u3068\u3044\u3046\u898b\u7acb\u3066\u306f\u5909\u308f\u3089\u305a\u3067\u3059<\/span>\u3002\u5272\u5b89\u3068\u8003\u3048\u308b\u682a\u3092\u8cfc\u5165\u3057\u3064\u3064\u3001\u76f8\u5834\u304c\u5927\u304d\u304f\u8abf\u6574\u3057\u305f\u3089\u3001\u6210\u9577\u671f\u5f85\u306e\u30cf\u30a4\u30c6\u30af\u682a\u3092\u8cb7\u3044\u5897\u3059\u3053\u3068\u3082\u8996\u91ce\u306b\u3001\u30b3\u30c4\u30b3\u30c4\u3068\u7a4d\u307f\u91cd\u306d\u3066\u3044\u304d\u305f\u3044\u3067\u3059\u2728<\/p>\n\n\n\n<p class=\"has-xs-font-size 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