{"id":3608,"date":"2023-06-03T20:04:43","date_gmt":"2023-06-03T11:04:43","guid":{"rendered":"http:\/\/barms.jp\/?p=3608"},"modified":"2023-06-03T20:04:48","modified_gmt":"2023-06-03T11:04:48","slug":"6%e6%9c%88%e7%ac%ac1%e9%80%b1%e3%81%ae%e5%b8%82%e6%b3%81-8","status":"publish","type":"post","link":"http:\/\/barms.jp\/?p=3608","title":{"rendered":"6\u6708\u7b2c1\u9031\u306e\u5e02\u6cc1"},"content":{"rendered":"<h3><span style=\"color:#cc0064;\">2023\/5\/29&nbsp;&nbsp; &nbsp;\u6708<\/span><\/h3>\n<p>\u7c73\u56fd\u3067\u306f\u30d0\u30a4\u30c7\u30f3\u653f\u6a29\u3068\u5171\u548c\u515a\u306e\u9593\u3067\u50b5\u52d9\u4e0a\u9650\u554f\u984c\u306e\u53d6\u5f15\u304c\u5408\u610f\u306b\u8fd1\u3065\u304d\u3001\u534a\u5c0e\u4f53\u95a2\u4fc2\u304c\u5f37\u3044\u3053\u3068\u3082\u3042\u308a\u682a\u5f0f\u5e02\u5834\u306f\u4e0a\u6607\u3002NASDAQ\u3068SP500\u306f2022\u5e748\u6708\u4ee5\u6765\u306e\u9ad8\u6c34\u6e96\u3068\u306a\u3063\u305f\u3002Marvell Technology\u306fAI\u95a2\u9023\u306e\u58f2\u308a\u4e0a\u3052\u304c\u500d\u5897\u3057\u305f\u3068\u516c\u8868\u3057\u682a\u4fa1\u306f32%\u4e0a\u6607\u3002\u30d5\u30a3\u30e9\u30c7\u30eb\u30d5\u30a3\u30a2\u534a\u5c0e\u4f53\u6307\u6570\u30826.3\uff05\u306e\u4e0a\u6607\u3002\u30bb\u30af\u30bf\u30fc\u5225\u3067\u306f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3084\u4e00\u822c\u6d88\u8cbb\u8ca1\u304c2%\u4ee5\u4e0a\u5024\u3092\u4e0a\u3052\u308b\u3053\u3068\u306b\u306a\u3063\u305f\u3002\u30d5\u30a9\u30fc\u30c9\u306f12,000\u53f0\u4ee5\u4e0a\u306eTesla\u8eca\u306e\u8ca9\u58f2\u3092\u5bb9\u8a8d\u3059\u308b\u3053\u3068\u3068\u306a\u308a\u3001\u30d5\u30a9\u30fc\u30c9\u682a\u306f6.2\uff05\u3001Tesla\u306f4.7\uff05\u682a\u4fa1\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u304c\u3051\u3093\u5f15\u3057\u3066\u5e02\u5834\u306f\u4e0a\u6607\u3002LVMH\u3001Kering,Hermes\u306a\u3069\u306e\u9ad8\u7d1a\u54c1\u682a\u3082\u30ea\u30d0\u30a6\u30f3\u30c9\u3002\u7d4c\u6e08\u6e1b\u901f\u3068\u9577\u671f\u5316\u3059\u308b\u30a4\u30f3\u30d5\u30ec\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u597d\u8abf\u306a\u4f01\u696d\u696d\u7e3e\u304c\u767a\u8868\u3055\u308c\u3066\u3044\u308b\u30c9\u30a4\u30c4\u3067\u306f\u682a\u4fa1\u6307\u6570DAX\u304c\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3002\u30b9\u30a6\u30a7\u30fc\u30c7\u30f3\u306e\u30b2\u30fc\u30e0\u4f1a\u793eEmbracer\u306f\u30dc\u30fc\u30c9\u30e1\u30f3\u30d0\u30fc\u304c6\u767e\u4e07\u682a\u3092\u8cfc\u5165\u3057\u305f\u3053\u3068\u304c\u5224\u660e\u3057\u3001\u682a\u4fa1\u306f13.1%\u4e0a\u6607<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20230603\/19\/fpmirai\/7f\/89\/p\/o0423050915293580777.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"505\" src=\"https:\/\/stat.ameba.jp\/user_images\/20230603\/19\/fpmirai\/7f\/89\/p\/o0423050915293580777.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#7cd300;\">2023\/5\/30&nbsp;&nbsp; &nbsp;\u706b&nbsp;<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u306f\u30e1\u30e2\u30ea\u30a2\u30eb\u30c7\u30fc\u3067\u4f11\u5834\u3067\u3042\u3063\u305f\u304c\u3001\u30d0\u30a4\u30c7\u30f3\u653f\u6a29\u3068\u5171\u548c\u515a\u306e\u9593\u3067\u50b5\u52d9\u4e0a\u9650\u554f\u984c\u306e\u5408\u610f\u304c\u306a\u3055\u308c\u305f\u3053\u3068\u306b\u3088\u308a\u3001\u5148\u7269\u6307\u6570\u306f\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u82f1\u56fd\u304c\u4f11\u5834\u3067\u3042\u3063\u305f\u304c\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u3068\u9280\u884c\u682a\u304c\u4e0b\u843d\u3057\u3066\u5e02\u5834\u5168\u4f53\u3082\u8edf\u5316\u3002\u30b9\u30a6\u30a7\u30fc\u30c7\u30f3\u306e\u4e0d\u52d5\u7523\u4f1a\u793eSBB\u306f\u30d5\u30a3\u30c3\u30c1\u304c\u30b8\u30e3\u30f3\u30af\u306b\u683c\u4e0b\u3052\u3057\u305f\u304c\u3001\u4e00\u90e8\u3092\u58f2\u5374\u3059\u308b\u5831\u9053\u3082\u3042\u308a\u682a\u4fa1\u306f2.1\uff05\u4e0a\u6607\u3002\u30b9\u30da\u30a4\u30f3\u3067\u306f\u9996\u76f8\u304c\u4e88\u671f\u305b\u306c\u89e3\u6563\u7dcf\u9078\u6319\u3092\u5ba3\u8a00\u3057\u3001\u682a\u5f0f\u5e02\u5834\u306f0.1%\u4e0b\u843d\u3057\u305f<\/p>\n<h3><span style=\"color:#8f20ff;\">2023\/5\/31&nbsp;&nbsp; &nbsp;\u6c34<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u8b70\u4f1a\u304b\u3089\u50b5\u52d9\u4e0a\u9650\u64a4\u5ec3\u554f\u984c\u306b\u53cd\u5bfe\u3059\u308b\u58f0\u304c\u4e0a\u304c\u308b\u4e00\u65b9\u3067\u3001Nvidia\u304cAI\u95a2\u9023\u3067\u534a\u5c0e\u4f53\u9700\u8981\u304c\u4e0a\u304c\u308b\u3068\u4e88\u60f3\u3057\u682a\u4fa1\u304c3%\u4e0a\u6607\u3057\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3002SP500\u306f\u304a\u304a\u3080\u306d\u6a2a\u3070\u3044\u3001NASDAQ\u306f\u4e0a\u6607\u3001\u30c0\u30a6\u306f\u5024\u4e0b\u304c\u308a\u3068\u306a\u3063\u305f\u3002\u540c\u69d8\u306bAI\u304b\u3089\u6069\u6075\u3092\u88ab\u308bDigital Realty\u30821.7\uff05\u4e0a\u6607\u3002\u307e\u305f\u30015\u6708\u306e\u6d88\u8cbb\u8005\u4fe1\u983c\u611f\u6307\u6570\u3082\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u3001\u7c73\u56fd\u306e\u8b70\u4f1a\u306e\u5408\u610f\u53cd\u5bfe\u304c\u4e0d\u5b89\u8996\u3055\u308c\u3001\u682a\u5f71\u4e0b\u843d\u3057\u7c73\u30c9\u30eb\u3082\u4e0b\u843d\u3057\u305f\u3002\u7c73\u56fd\u653f\u5e9c\u306e\u652f\u51fa\u306e\u524a\u6e1b\u306b\u3088\u308a\u6069\u6075\u3092\u53d7\u3051\u308b\u3068\u3057\u3066\u3001\u7c73\u56fd\u306e\u9577\u671f\u50b5\u306f\u4e0a\u6607<\/p>\n<h3><span style=\"color:#ff007d;\">2023\/6\/1&nbsp;&nbsp; &nbsp;\u6728<\/span><\/h3>\n<p>\u7c73\u56fd\u3067\u306f\u3001\u50b5\u52d9\u4e0a\u9650\u554f\u984c\u304c\u8b70\u4f1a\u3067\u62b5\u6297\u306b\u3042\u3063\u3066\u3044\u308b\u3053\u3068\u30014\u6708\u306e\u6c42\u4eba\u304c\u4e88\u60f3\u306b\u53cd\u3057\u3066\u4e0a\u6607\u3057\u3001Fed\u304c6\u6708\u306b\u3082\u91d1\u5229\u3092\u5f15\u304d\u4e0a\u3052\u308b\u3068\u306e\u61f8\u5ff5\u304b\u3089\u3001\u682a\u5f0f\u5e02\u5834\u306f\u4e0b\u843d\u3002\u81ea\u52d5\u8eca\u90e8\u54c1\u306eAdvance Auto Parts\u306f\u901a\u5e74\u306e\u4e88\u60f3\u3092\u5f15\u304d\u4e0b\u3052\u3001\u682a\u4fa1\u306f35%\u4e0b\u843d\u3002HP\u306f\u7b2c2\u56db\u534a\u671f\u306e\u696d\u7e3e\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u308a7.1%\u4e0b\u843d\u3002Nvidia\u306f\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3057\u3001\u4e00\u6642\u30011\u5146\u30c9\u30eb\u306e\u6642\u4fa1\u7dcf\u984d\u3068\u306a\u3063\u305f\u304c\u3001\u6700\u7d42\u7684\u306b\u306f5.7%\u306e\u4e0b\u843d\u3068\u306a\u3063\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u4e2d\u56fd\u306ePMI\u6307\u6570\u304c5\u304b\u6708\u6765\u306e\u4f4e\u6c34\u6e96\u3068\u306a\u3063\u305f\u3053\u3068\u3068\u7c73\u56fd\u306e\u50b5\u52d9\u4e0a\u9650\u554f\u984c\u304c\u61f8\u5ff5\u8981\u56e0\u3068\u306a\u308a\u3001\u5e02\u5834\u306f\u4e0b\u843d\u3002\u4e2d\u56fd\u95a2\u9023\u306e\u9ad8\u7d1a\u54c1\u682a\u3084\u81ea\u52d5\u8eca\u682a\u304c\u4e0b\u843d\u3002\u82f1\u56fd\u306e\u3062\u30b9\u30ab\u30a6\u30f3\u30c8\u30b9\u30fc\u30d1\u30fcB&amp;M\u306f2024\u5e74\u306e\u898b\u901a\u3057\u3092\u5f15\u304d\u4e0a\u3052\u3001\u682a\u4fa1\u306f8%\u4e0a\u6607\u3057\u305f<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20230603\/19\/fpmirai\/5d\/62\/p\/o0503052615293580775.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"439\" src=\"https:\/\/stat.ameba.jp\/user_images\/20230603\/19\/fpmirai\/5d\/62\/p\/o0503052615293580775.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#7cd300;\">2023\/6\/2&nbsp;&nbsp; &nbsp;\u91d1<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u50b5\u52d9\u4e0a\u9650\u554f\u984c\u304c\u89e3\u6c7a\u3059\u308b\u3068\u306e\u671f\u5f85\u611f\u3068ADP\u30ec\u30dd\u30fc\u30c8\u304c\u4e88\u60f3\u4ee5\u4e0b\u306e\u8cc3\u91d1\u4e0a\u6607\u3092\u793a\u3057\u305f\u3053\u3068\u304b\u3089Fed\u306e\u5229\u4e0a\u3052\u306b\u9006\u306e\u5727\u529b\u306b\u306a\u308b\u3068\u306e\u89b3\u6e2c\u304b\u3089\u3001\u5e02\u5834\u306f\u4e0a\u6607\u3002\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u306f13\u5e74\u3067\u6700\u4f4e\u306e\u58f2\u308a\u4e0a\u3052\u5897\u306b\u306a\u308a\u682a\u4fa1\u4e0b\u843d\u3002AI\u95a2\u9023\u3067\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u308bNvidia\u306f5%\u4ee5\u4e0a\u682a\u4fa1\u304c\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u4e88\u60f3\u4ee5\u4e0b\u3067\u3042\u308a\u72ec\u4ecf\u3067\u30d4\u30fc\u30af\u3092\u8d8a\u3048\u305f\u3068\u306e\u898b\u65b9\u304b\u3089\u3001\u307e\u305f\u3001\u7c73\u56fd\u3067\u30c7\u30d5\u30a9\u30eb\u30c8\u304c\u56de\u907f\u3055\u308c\u305d\u3046\u306a\u6c17\u914d\u3092\u53d7\u3051\u3066\u5e02\u5834\u306f\u30ea\u30d0\u30a6\u30f3\u30c9\u3002\u57fa\u672c\u8cc7\u6e90\u3001\u30e1\u30c7\u30a3\u30a2\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u306a\u3069\u306e\u30bb\u30af\u30bf\u30fc\u304c\u4e0a\u6607\u3002Heidelberg Materials\u306fJP\u30e2\u30eb\u30ac\u30f3\u304c\u8a55\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u305f\u3053\u3068\u304b\u3089\u682a\u4fa1\u304c2.0\uff05\u4e0a\u6607<\/p>\n<div style=\"margin: 2em 0; background:#F7ECB7; border:solid; border-color:darkorange\">\n<div style=\"font-size: 1.2em;\n    background:#F99C15;    padding: 4px;\n    text-align: center;    color: #FFF;\n    font-weight: bold;    letter-spacing: 0.05em;\"><\/p>\n<p>\u904e\u53bb\u306e\u5e02\u6cc1\u3092\u78ba\u8a8d\u3057\u3088\u3046!!<\/p>\n<\/div>\n<p style=\"padding: 15px 20px;margin: 0; text-align:center\"><a href=\"http:\/\/barms.jp\/?p=3594\" style=\"display: inline-block;position: relative;padding: 0.5em 1.4em;text-decoration: none;background: #668ad8;\/*\u30dc\u30bf\u30f3\u8272*\/ color: #FFF; border-bottom: solid 5px #36528c;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/ border-right: solid 5px #5375bd;\/*\u30dc\u30bf\u30f3\u8272\u3088\u308a\u6697\u3081\u306b*\/\" target=\"_blank\" rel=\"noopener\">1\u304b\u6708\u524d\u306e\u5e02\u6cc1<\/a>&nbsp;<a href=\"http:\/\/barms.jp\/?p=3302\" style=\"display: inline-block;position: relative;padding: 0.5em 1.4em;text-decoration: none;background: #668ad8;\/*\u30dc\u30bf\u30f3\u8272*\/ color: #FFF; 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