{"id":4130,"date":"2025-08-23T06:59:16","date_gmt":"2025-08-22T21:59:16","guid":{"rendered":"http:\/\/barms.jp\/?p=4130"},"modified":"2025-08-23T06:59:19","modified_gmt":"2025-08-22T21:59:19","slug":"8%e6%9c%88%e7%ac%ac4%e9%80%b1%e3%81%ae%e5%b8%82%e6%b3%81-10","status":"publish","type":"post","link":"http:\/\/barms.jp\/?p=4130","title":{"rendered":"8\u6708\u7b2c4\u9031\u306e\u5e02\u6cc1"},"content":{"rendered":"<h3><span style=\"color:#009944;\">2025\/8\/18&nbsp;&nbsp; &nbsp;\u6708<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u30d0\u30af\u30b9\u30b7\u30e3\u30fc\u30cf\u30b6\u30a6\u30a7\u30a4\u304c\u65b0\u305f\u306b\u6295\u8cc7\u3057\u305f\u3053\u3068\u3092\u516c\u8868\u3057\u305fUnitedHealth\u304c12%\u682a\u4fa1\u3092\u4e0a\u3052\u3001\u4e3b\u8981\u6307\u6570\u3067\u306f\u30c0\u30a6\u306e\u307f\u308f\u305a\u304b\u306b\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001SP500\u3068NASDAQ\u306f\u5024\u4e0b\u304c\u308a\u3002\u7d4c\u6e08\u7d71\u8a08\u306f\u307e\u3061\u307e\u3061\u3067\u30017\u6708\u306e\u5c0f\u58f2\u7d71\u8a08\u306f\u4e88\u60f3\u4ee5\u4e0a\u306b\u5805\u8abf\u3067\u3042\u3063\u305f\u304c\u3001\u30df\u30b7\u30ac\u30f3\u5927\u6d88\u8cbb\u8005\u4fe1\u983c\u5316\u6307\u6570\u306e8\u6708\u306e\u901f\u5831\u5024\u306f\u82b3\u3057\u304f\u306a\u304f\u3001\u9ad8\u3044\u8f38\u5165\u30b3\u30b9\u30c8\u3092\u53d7\u3051\u30667\u6708\u306e\u88fd\u9020\u696d\u306e\u52d5\u304d\u304c\u505c\u6ede\u3057\u30017\u6708\u306e\u5de5\u5834\u751f\u7523\u306f\u5909\u5316\u304c\u306a\u304b\u3063\u305f\u3002\u534a\u5c0e\u4f53\u88fd\u9020\u6a5f\u5668\u306eApplied Materials\u306f\u7b2c4\u56db\u534a\u671f\u306e\u4e88\u60f3\u304c\u82b3\u3057\u304f\u306a\u304f\u3001\u682a\u4fa1\u306f14%\u4e0b\u843d\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u5e7e\u5206\u5024\u3092\u4e0b\u3052\u305f\u3002\u30c8\u30e9\u30f3\u30d7\u30fc\u30d7\u30fc\u30c1\u30f3\u4f1a\u8ac7\u3092\u524d\u306b\u3001\u822a\u7a7a\u30fb\u9632\u885b\u30bb\u30af\u30bf\u30fc\u306f\u5024\u4e0b\u304c\u308a\u3002\u7c73\u56fd\u306eApplied Materials\u304c\u5024\u3092\u4e0b\u3052\u305f\u3053\u3068\u306b\u5f71\u97ff\u3092\u53d7\u3051\u3001ASML\u306f1%\u682a\u4fa1\u4e0b\u843d\u3002\u534a\u5c0e\u4f53\u95a2\u9023\u3067\u306fBE Semiconductor\u3068ASMI\u30823.3%\u30682.8%\u4e0b\u843d\u3002Antofagasta\u306f\u534a\u671f\u306e\u30b3\u30a2\u5229\u76ca\u304c\u5897\u52a0\u3057\u305f\u305f\u3081\u682a\u4fa1\u304c1.2%\u4e0a\u6607\u3002\u307e\u305f\u3001\u540c\u696d\u306eAnglo American\u30822.2%\u4e0a\u6607<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20250823\/06\/fpmirai\/6a\/57\/p\/o0465050915657279425.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"460\" src=\"https:\/\/stat.ameba.jp\/user_images\/20250823\/06\/fpmirai\/6a\/57\/p\/o0465050915657279425.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#7cd300;\">2025\/8\/19&nbsp;&nbsp; &nbsp;\u706b<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u4eca\u9031\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u30a6\u30a9\u30eb\u30de\u30fc\u30c8\u306a\u3069\u306e\u5927\u624b\u5c0f\u58f2\u308a\u306e\u56db\u534a\u671f\u6c7a\u7b97\u306e\u516c\u8868\u3068Fed\u304c\u958b\u50ac\u3059\u308b\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u3067\u306e\u4f1a\u5408\u3092\u524d\u306b\u52d5\u304d\u306f\u5c11\u306a\u304b\u3063\u305f\u3002\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u3068\u30bc\u30ec\u30f3\u30b9\u30ad\u30fc\u5927\u7d71\u9818\u304c\u4f1a\u8ac7\u3057\u3001\u30bc\u30ec\u30f3\u30b9\u30ad\u30fc\u5927\u7d71\u9818\u306f\u30a6\u30af\u30e9\u30a4\u30ca\u306e\u5b89\u5168\u4fdd\u969c\u306b\u3068\u3066\u3082\u826f\u3044\u4f1a\u8ac7\u3067\u3042\u3063\u305f\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u3001\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306f\u30d7\u30fc\u30c1\u30f3\u5927\u7d71\u9818\u3068\u30bc\u30ec\u30f3\u30b9\u30ad\u30fc\u5927\u7d71\u9818\u3068\u306e\u76f4\u63a5\u4f1a\u8ac7\u306e\u53ef\u80fd\u6027\u3092\u793a\u5506\u3057\u305f\u3002\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304c10%\u306e\u682a\u5f0f\u306e\u4fdd\u6709\u3092\u8003\u3048\u3066\u3044\u308b\u30a4\u30f3\u30c6\u30eb\u306f3.7%\u682a\u5b89\u306b\u3002\u4eba\u4e8b\u7ba1\u7406\u30bd\u30d5\u30c8\u306eDayforce\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u304c\u8cb7\u53ce\u306b\u4e57\u308a\u51fa\u305f\u3068\u5831\u3058\u3089\u308c\u682a\u4fa1\u306f25%\u4ee5\u4e0a\u4e0a\u6607\u3002SunRun\u3001First Solar\u306a\u3069\u306f\u7c73\u8ca1\u52d9\u7701\u304c\u65b0\u305f\u306a\u88dc\u52a9\u91d1\u3092\u516c\u8868\u3057\u3001\u682a\u4fa1\u304c\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u30c8\u30e9\u30f3\u30d7\u30fc\u30bc\u30ec\u30f3\u30b9\u30ad\u30fc\u4f1a\u8ac7\u3092\u524d\u306b\u3001\u5927\u304d\u306a\u52d5\u304d\u306f\u306a\u304f\u5e02\u5834\u306f\u308f\u305a\u304b\u306b\u5024\u4e0a\u304c\u308a\u3002\u524d\u55b6\u696d\u65e5\u306b\u5024\u3092\u4e0b\u3052\u305f\u3001\u822a\u7a7a\u30fb\u9632\u885b\u30bb\u30af\u30bf\u30fc\u304c\u4e0a\u6607\u3002\u30d6\u30ed\u30fc\u30ab\u30fc\u304c\u201c\u512a\u308c\u3066\u3044\u308b\u201d\u3068\u8a55\u4fa1\u3092\u4e0a\u3052\u305fBabcock\u306f\u682a\u4fa1\u30925.2%\u4e0a\u6607\u3002FDA\u304b\u3089\u809d\u81d3\u95a2\u4fc2\u306e\u75be\u75c5\u306e\u6cbb\u7642\u306b\u627f\u8a8d\u3092\u53d7\u3051\u305fNovo Nordisk\u306f\u682a\u4fa1\u304c6.6%\u4e0a\u6607\u3002\u307e\u305f\u3001\u7c73\u56fd\u8ca1\u52d9\u7701\u306e\u65b0\u305f\u306a\u88dc\u52a9\u91d1\u304c\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u305f\u3081\u98a8\u529b\u767a\u96fb\u306eVestas\u306f15%\u682a\u4fa1\u4e0a\u6607<\/p>\n<h3><span style=\"color:#ffcc00;\">2025\/8\/20&nbsp;&nbsp; &nbsp;\u6c34<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001Nvidia,\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3001Meta Platorms\u306a\u3069\u306e\u5927\u578b\u682a\u304c\u4e0b\u843d\u3057\u3001SP500\u3001NASDAQ\u306f\u3068\u3082\u306b\u5024\u4e0b\u304c\u308a\u3002\u30c0\u30a6\u306f\u308f\u305a\u304b\u306b\u5024\u3092\u4e0a\u3052\u305f\u3002\u4e00\u6238\u5efa\u3066\u4f4f\u5b85\u306e\u5efa\u7bc9\u8a31\u53ef\u3092\u542b\u3081\u305f\u6570\u306f\u3001\u4f4e\u91d1\u5229\u3092\u80cc\u666f\u306b\u30017\u6708\u5805\u8abf\u306b\u5897\u52a0\u3057\u3001\u305d\u306e\u305f\u3081\u4e0d\u52d5\u7523\u30bb\u30af\u30bf\u30fc\u306f\u5024\u4e0a\u304c\u308a\u3002Home Depot\u306f\u56db\u534a\u671f\u6c7a\u7b97\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u682a\u4fa1\u306f3%\u4ee5\u4e0a\u5024\u3092\u4e0a\u3052\u3001\u30e9\u30a4\u30d0\u30eb\u306eLowe&#8217;s\u30822%\u4ee5\u4e0a\u682a\u4fa1\u4e0a\u6607\u3002\u65e5\u672c\u306e\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u304c20\u5104\u30c9\u30eb\u306e\u8cc7\u672c\u6ce8\u5165\u3092\u53d7\u3051\u308b\u3053\u3068\u306b\u306a\u3063\u305f\u30a4\u30f3\u30c6\u30eb\u306f6.7%\u682a\u4fa1\u4e0a\u6607\u3002\u30c8\u30e9\u30f3\u30d7\u30fc\u30bc\u30ec\u30f3\u30b9\u30ad\u30fc\u4f1a\u8ac7\u3092\u53d7\u3051\u3066\u30a6\u30af\u30e9\u30a4\u30ca\u306e\u6226\u4e89\u304c\u7d42\u7d50\u3059\u308b\u3053\u3068\u306b\u671f\u5f85\u611f\u304b\u3089\u3001\u6b27\u5dde\u5e02\u5834\u3067\u306f5\u304b\u6708\u6765\u306e\u9ad8\u5024\u6c34\u6e96\u306b\u306a\u3063\u305f\u3002\u30a4\u30bf\u30ea\u30a2\u306e\u30ec\u30aa\u30ca\u30eb\u30c9\u304c10.2%\u5024\u3092\u4e0b\u3052\u305f\u3053\u3068\u3092\u7b46\u982d\u306b\u3001Hensoldt\u3001Renk\u3001Rheinmetall\u306a\u3069\u3082\u5024\u3092\u4e0b\u3052\u3001\u9632\u885b\u95a2\u9023\u682a\u306e\u6307\u6570\u306f2.6%\u4e0b\u843d\u3002\u4e00\u65b9\u3067\u3001\u81ea\u52d5\u8eca\u3084\u98df\u54c1\u30fb\u98f2\u6599\u306a\u3069\u306e\u6d88\u8cbb\u95a2\u9023\u306f\u5024\u3092\u4e0a\u3052\u305f\u3002\u307e\u305f\u3001\u9ad8\u7d1a\u54c1\u3082 Moncler\u3084Burberry\u304c5%\u524d\u5f8c\u5024\u3092\u4e0a\u3052\u305f<\/p>\n<h3><span style=\"color:#ff7f00;\">2025\/8\/21&nbsp;&nbsp; &nbsp;\u6728<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u3001\u30c0\u30a6\u306f\u6a2a\u3070\u3044\u3067\u3042\u3063\u305f\u304c\u3001IT\u95a2\u9023\u682a\u306e\u5272\u9ad8\u611f\u304c\u8abf\u6574\u3055\u308c\u308b\u5f62\u3067NASDAQ\u3068SP500\u306f\u5024\u3092\u4e0b\u3052\u305f\u3002\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304cNvidia\u3068AMD\u306b\u3064\u3044\u3066\u306f\u4e2d\u56fd\u3067\u306e\u8ca9\u58f2\u984d\u306e\u4e00\u90e8\u3092\u653f\u5e9c\u304c\u53d7\u3051\u53d6\u308b\u4ed5\u7d44\u307f\u3092\u63d0\u6848\u3057\u3001\u30a4\u30f3\u30c6\u30eb\u306b\u3064\u3044\u3066\u306f\u682a\u5f0f\u306e\u4e00\u90e8\u4fdd\u6709\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u3001\u5e02\u5834\u306f\u61f8\u5ff5\u3092\u611f\u3058\u3066\u304a\u308a\u3001\u30a4\u30f3\u30c6\u30eb\u3001Micron Technology\u306f7%\u30685.3%\u5024\u4e0b\u304c\u308a\u3057\u3001Nvidia,AMD\u30821.2%\u30682%\u682a\u4fa1\u4e0b\u843d\u3002Apple\u3068Meta\u30821.8%\u30680.9%\u682a\u4fa1\u4e0b\u843d\u3002Target\u306f5\u6708\u306b\u5f15\u304d\u4e0b\u3052\u305f\u5e74\u9593\u898b\u901a\u3057\u3092\u7dad\u6301\u3057\u305f\u305f\u3081\u306b\u682a\u4fa1\u306f6.6%\u4e0b\u843d\u3002\u5316\u7ca7\u54c1\u306eEstee Lauder\u306f\u95a2\u7a0e\u95a2\u4fc2\u304c\u9006\u98a8\u306b\u306a\u308a\u56db\u534a\u671f\u696d\u7e3e\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u682a\u4fa1\u306f4%\u4e0b\u843d\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u9632\u885b\u95a2\u9023\u304c\u8edf\u8abf\u3067\u3042\u3063\u305f\u304c\u3001\u6d88\u8cbb\u3068\u30d8\u30eb\u30b9\u30b1\u30a2\u95a2\u9023\u304c\u5805\u8abf\u3067\u5e02\u5834\u5168\u4f53\u3068\u3057\u3066\u306f\u5024\u3092\u4e0a\u3052\u305f\u3002\u82f1\u56fd\u306e7\u6708\u306e\u30a4\u30f3\u30d5\u30ec\u306f3.8%\u3068\u30a4\u30f3\u30b0\u30e9\u30f3\u30c9\u9280\u884c\u3088\u308a\u3082\u9ad8\u3044\u3082\u306e\u3068\u306a\u3063\u305f\u304c\u3001\u682a\u5f0f\u6307\u6570\u306eFTSE\u306f\u53f2\u4e0a\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3002\u500b\u5225\u9298\u67c4\u3067\u306fNestle\u304c3.6%\u5024\u4e0a\u304c\u308a\u3002IT\u95a2\u9023\u306f\u7c73\u56fd\u5e02\u5834\u306b\u9023\u52d5\u3057\u3066\u8edf\u5316\u3002Alcon\u306f\u7c73\u56fd\u306e\u95a2\u7a0e\u306b\u95a2\u9023\u3057\u3066\u5e74\u9593\u306e\u4e88\u60f3\u5229\u76ca\u3092\u4e0b\u65b9\u4fee\u6b63\u3057\u3001\u682a\u4fa1\u30829.4%\u5024\u4e0b\u304c\u308a<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20250823\/06\/fpmirai\/d8\/9a\/p\/o0663063115657279424.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"400\" src=\"https:\/\/stat.ameba.jp\/user_images\/20250823\/06\/fpmirai\/d8\/9a\/p\/o0663063115657279424.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#ff0000;\">2025\/8\/22&nbsp;&nbsp; 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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<\/p><\/div>\n<p style=\"padding: 15px 20px;margin: 0; text-align:center\"><a href=\"https:\/\/ameblo.jp\/fpmirai\/entry-12918715600.html\"\n\n          target=\"_blank\" 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*\/\">1\u304b\u6708\u524d\u306e\u5e02\u6cc1<\/a>&nbsp;<a href=\"https:\/\/ameblo.jp\/fpmirai\/entry-12864774846.html\" target=\"_blank\" 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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