{"id":4306,"date":"2026-06-06T07:39:42","date_gmt":"2026-06-05T22:39:42","guid":{"rendered":"http:\/\/barms.jp\/?p=4306"},"modified":"2026-06-06T07:39:46","modified_gmt":"2026-06-05T22:39:46","slug":"6%e6%9c%88%e7%ac%ac1%e9%80%b1%e3%81%ae%e5%b8%82%e6%b3%81-11","status":"publish","type":"post","link":"http:\/\/barms.jp\/?p=4306","title":{"rendered":"6\u6708\u7b2c1\u9031\u306e\u5e02\u6cc1"},"content":{"rendered":"<h3><span style=\"color:#ff0000;\">2026\/6\/1&nbsp;&nbsp; &nbsp;\u6708<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306fDELL\u306e\u682a\u4fa1\u4e0a\u6607\u304c\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u3092\u3051\u3093\u5f15\u3057\u3001\u307e\u305f\u3001\u30a4\u30e9\u30f3\u95a2\u9023\u306e\u5408\u610f\u3078\u306e\u671f\u5f85\u611f\u304b\u3089\u682a\u5f0f\u5e02\u5834\u306f\u4e3b\u89813\u6307\u6570\u306f\u3044\u305a\u308c\u3082\u5024\u3092\u4e0a\u3052\u305f\u3002\u305f\u3060\u3057\u3001\u5c0f\u578b\u682a\u4e2d\u5fc3\u306eRussell2000\u306f\u5024\u4e0b\u304c\u308a\u3002DELL\u306f\u901a\u5e74\u306e\u58f2\u4e0a\u30fb\u5229\u76ca\u4e88\u60f3\u3092\u4e0a\u65b9\u4fee\u6b63\u3057\u682a\u4fa1\u306f32.8\uff05\u4e0a\u6607\u3002\u540c\u696d\u306eHewlett Packard Enterprise\u308212.6\uff05\u3001Super Micro Computer\u308211.6%\u306e\u682a\u4fa1\u5024\u4e0a\u304c\u308a\u3002\u5927\u578b\u682a\u3067\u306fAlphabet\u304c2.5%\u5024\u3092\u4e0b\u3052\u305f\u307b\u304b\u3001\u65e5\u7528\u6d88\u8cbb\u8ca1\u306eCostco\u3068Walmart\u304c\u3001\u305d\u308c\u305e\u308c\u30013.9%\u30012.6\uff05\u306e\u5024\u4e0b\u304c\u308a\u3002\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304c\u56fd\u5185\u7523\u81ea\u52d5\u8eca\u306b82%\u306e\u5317\u7c73\u5185\u3067\u306e\u81ea\u52d5\u8eca\u90e8\u54c1\u3092\u4f7f\u3046\u3053\u3068\u3092\u6c42\u3081\u3001GM\u3084Stellantis\u306e\u7c73\u56fd\u4e0a\u5834\u682a\u306f\u5024\u3092\u4e0b\u3052\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u3001\u308f\u305a\u304b\u306b\u5e02\u5834\u306f\u5024\u3092\u4e0a\u3052\u305f\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u4fa1\u683c\u306b\u654f\u611f\u306a\u822a\u7a7a\u682a\u306f\u3001Lufthansa\u3084Air France\u304c\u3068\u3082\u306b2%\u4ee5\u4e0a\u682a\u4fa1\u4e0a\u6607\u3002\u30ed\u30b7\u30a2\u306e\u30c9\u30ed\u30fc\u30f3\u304c\u30eb\u30fc\u30de\u30cb\u30a2\u56fd\u5185\u3067\u7206\u767a\u3057\u305f\u3053\u3068\u306bNATO\u304c\u8b66\u544a\u3092\u767a\u3057\u3001\u9632\u885b\u95a2\u9023\u682a\u306f\u5024\u3092\u4e0a\u3052\u305f<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20260606\/07\/fpmirai\/c7\/c6\/p\/o0465050915789958439.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"460\" src=\"https:\/\/stat.ameba.jp\/user_images\/20260606\/07\/fpmirai\/c7\/c6\/p\/o0465050915789958439.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#8f20ff;\">2026\/6\/2&nbsp;&nbsp; &nbsp;\u706b&nbsp;&nbsp; &nbsp;<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u7c73\u30a4\u30e9\u30f3\u306e\u548c\u5e73\u4ea4\u6e09\u306b\u671f\u5f85\u304c\u96c6\u307e\u308b\u3068\u3068\u3082\u306b\u3001AI\u95a2\u9023\u3067\u65b0\u898f\u534a\u5c0e\u4f53\u304c\u516c\u8868\u3055\u308c\u305f\u3053\u3068\u304b\u3089\u682a\u5f0f\u5e02\u5834\u306f\u4e0a\u6607\u3002\u305f\u3060\u3057\u3001\u30c0\u30a6\u306f\u5024\u3092\u4e0a\u3052\u305f\u3082\u306e\u306e\u304a\u304a\u3080\u306d\u6a2a\u3070\u3044\u3002Nvidia\u306f\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u65b0PC\u306b\u63a1\u7528\u3055\u308c\u308b\u534a\u5c0e\u4f53\u3092\u958b\u767a\u3057\u3001Nvidia\u682a\u306f6.3%\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u682a\u306f2.3%\u682a\u4fa1\u3092\u4e0a\u3052\u305f\u3002Qualcomm\u306f8.8\uff05\u3001\u30a4\u30f3\u30c6\u30eb\u306f4.7\uff05\u682a\u4fa1\u3092\u4e0b\u3052\u305f\u304c\u3001Micron\u682a\u306f6.6\uff05\u682a\u4fa1\u4e0a\u6607\u3002\u30d5\u30a3\u30e9\u30c7\u30eb\u30d5\u30a3\u30a2\u534a\u5c0e\u4f53\u6307\u6570\u306f1.1%\u306e\u4e0a\u6607\u3068\u306a\u3063\u305f\u3002\u7c73\u56fd\u3067\u306f\u3001\u7269\u4fa1\u4e0a\u6607\u3092\u898b\u636e\u3048\u3066\u65e9\u3081\u306b\u5728\u5eab\u3092\u6ce8\u6587\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3053\u3068\u304b\u3089\u3001\u5de5\u5834\u51fa\u8377\u306f\u4e0a\u6607\u3002\u4e00\u65b9\u3001\u6b27\u5dde\u3067\u306f\u6226\u4e89\u306e\u5f71\u97ff\u3067\u9700\u8981\u304c\u6291\u5236\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u3063\u305f\u3002\u6b27\u5dde\u306e\u682a\u5f0f\u5e02\u5834\u3067\u306f\u8edf\u5316\u3002\u82f1\u56fd\u306eEsayJet\u306f\u7c73\u56fd\u306e\u6295\u8cc7\u4f1a\u793eCastlelake\u304c\u8cb7\u53ce\u3092\u691c\u8a0e\u3059\u308b\u3068\u8868\u660e\u3057\u305f\u3053\u3068\u304b\u3089\u682a\u4fa1\u306f10%\u4e0a\u6607\u3002\u307e\u305f\u3001\u7c73\u56fd\u306eAI\u95a2\u9023\u682a\u306e\u5024\u4e0a\u304c\u308a\u306b\u9023\u52d5\u3057\u3066\u3001SAP\u304c8.1\uff05\u3001Sage,Dassault Systemes\u3001Nemetschek\u3001Temenos\u306a\u3069\u304c7~8%\u682a\u4fa1\u304c\u4e0a\u6607\u3059\u308b\u306a\u3069\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u95a2\u9023\u682a\u304c\u597d\u8abf<\/p>\n<h3><span style=\"color:#009944;\">2026\/6\/3&nbsp;&nbsp; &nbsp;\u6c34<\/span>&nbsp;&nbsp; &nbsp;<\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306fAI\u95a2\u9023\u306e\u8ffd\u3044\u98a8\u3068\u4e2d\u6771\u306e\u7dca\u5f35\u306e\u9593\u3067\u30d0\u30e9\u30f3\u30b9\u304c\u53d6\u308c\u3001\u5e02\u5834\u306f\u5927\u304d\u304f\u52d5\u304f\u3053\u3068\u306f\u306a\u304b\u3063\u305f\u3002\u30c0\u30a6\u3068\u3068SP500\u306f\u5024\u3092\u4e0a\u3052\u3001\u5c0f\u578b\u682a\u4e2d\u5fc3\u306eRussell2000\u306f\u3088\u308a\u5927\u304d\u304f\u4e0a\u6607\u3057\u305f\u304c\u3001NASDAQ\u306f\u308f\u305a\u304b\u306b\u4e0b\u843d\u3002\u696d\u7e3e\u304c\u597d\u8abf\u3067\u3042\u3063\u305fHP\u306f18%\u682a\u4fa1\u4e0a\u6607\u3002Alphabet\u306f\u65b0\u682a\u767a\u884c\u306b\u3088\u308a800\u5104\u30c9\u30eb\u306e\u8abf\u9054\u3092\u516c\u8868\u30572.4%\u682a\u4fa1\u4e0b\u843d\u3002Nvidia\u304c3\u6708\u306b20\u5104\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u305fMarvell Technology&#8217;s\u306f28.9%\u306e\u682a\u4fa1\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u95a2\u9023\u304c\u4e2d\u5fc3\u3068\u306a\u3063\u3066\u5e02\u5834\u3092\u5f15\u304d\u4e0a\u3052\u305f\u3002\u53ce\u76ca\u76ee\u6a19\u3092\u5f15\u304d\u4e0a\u3052\u305fSTMicroelectronics\u306f15.1%\u682a\u4fa1\u4e0a\u6607\u3002AI\u95a2\u9023\u3067\u306fInfineon\u304c9.5\uff05\u3001Schneider Electric\u304c4%\u305d\u308c\u305e\u308c\u682a\u4fa1\u4e0a\u6607<\/p>\n<h3><span style=\"color:#ff7f00;\">2026\/6\/4&nbsp;&nbsp; &nbsp;\u6728<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306f\u30a4\u30e9\u30f3\u95a2\u9023\u306e\u7dca\u5f35\u304c\u9ad8\u307e\u3063\u305f\u3068\u3057\u3066\u4e3b\u89813\u6307\u6570\u306f\u3044\u305a\u308c\u3082\u8edf\u5316\u3002\u5c0f\u578b\u682a\u4e2d\u5fc3\u306eRussell2000\u306f\u4e3b\u89813\u6307\u6570\u3088\u308a\u3082\u5927\u304d\u304f\u4e0b\u843d\u3002\u91d1\u878d\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u95a2\u9023\u306e\u682a\u5f0f\u304c\u4e0b\u843d\u3002\u305f\u3060\u3057\u3001\u30d5\u30a3\u30e9\u30c7\u30eb\u30d5\u30a3\u30a2\u534a\u5c0e\u4f53\u6307\u6570\u306f\u4e0a\u6607\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u95a2\u9023\u3082\u8edf\u8abf\u3002\u30b9\u30a4\u30b9\u306e\u904b\u7528\u4f1a\u793ePartners Group\u304c\u89e3\u7d04\u306b\u5236\u9650\u3092\u4ed8\u3051\u306616.3%\u5024\u3092\u4e0b\u3052\u305f\u307b\u304b\u3001\u540c\u696d\u306eKKR,Blackstone\u3001Blue Owl\u3001Ares Management\u306a\u3069\u3082\u5024\u4e0b\u304c\u308a\u3002\u56db\u534a\u671f\u53ce\u76ca\u304c\u4e0a\u6607\u3057\u300120\u5104\u30c9\u30eb\u306e\u81ea\u793e\u682a\u8cb7\u3044\u3092\u8868\u660e\u3057\u305fGameStop\u306f6%\u682a\u4fa1\u4e0a\u6607\u3002\u6b27\u5dde\u5e02\u5834\u3067\u3082\u540c\u69d8\u306b\u4e2d\u6771\u60c5\u52e2\u306e\u7dca\u5f35\u4e0a\u6607\u3068\u30b9\u30a4\u30b9\u306e\u904b\u7528\u4f1a\u793ePartners Group\u304c\u682a\u4fa1\u3092\u4e0b\u3052\u305f\u3053\u3068\u304b\u3089\u5e02\u5834\u306f\u5024\u4e0b\u304c\u308a\u3002\u65e5\u672c\u30da\u30a4\u30f3\u30c8\u3068Sherwin-Williams\u304c\u8cb7\u53ce\u3092\u65ad\u5ff5\u3057\u305f\u305f\u3081\u3001AkzoNobel\u306f17.2\uff05\u682a\u4fa1\u4e0b\u843d<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20260606\/07\/fpmirai\/51\/b4\/p\/o0663063115789958438.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"400\" src=\"https:\/\/stat.ameba.jp\/user_images\/20260606\/07\/fpmirai\/51\/b4\/p\/o0663063115789958438.png\" width=\"420\"><\/a><\/p>\n<h3><span style=\"color:#00afff;\">2026\/6\/5&nbsp;&nbsp; &nbsp;\u91d1<\/span><\/h3>\n<p>\u7c73\u56fd\u5e02\u5834\u3067\u306fSP500\u3068\u30c0\u30a6\u306f\u91d1\u878d\u682a\u3068\u30d8\u30eb\u30b9\u30b1\u30a2\u682a\u304c\u597d\u8abf\u3067\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u95a2\u9023\u304c\u8edf\u5316\u3057\u305f\u306e\u3067NASDAQ\u306f\u4e0b\u843d\u3002Broadcom\u306f\u56db\u534a\u671f\u6c7a\u7b97\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u3001\u682a\u4fa1\u304c12.6\uff05\u4e0b\u843d\u3002\u305d\u306e\u307b\u304b\u534a\u5c0e\u4f53\u95a2\u9023\u3067\u306fMarvell Technology\u306f4.9\uff05\u5024\u3092\u4e0a\u3052\u305f\u304c\u3001Advanced Micro Devices\u3068Qualcomm\u306f2.6\uff05\u30017.7%\u305d\u308c\u305e\u308c\u4e0b\u843d\u3002Blackstone\u3082\u89e3\u7d04\u306e\u5236\u9650\u3092\u884c\u3063\u305f\u304c\u3001\u682a\u4fa1\u306f7.5%\u4e0a\u6607\u3057\u305f\u3002\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fc\u306eCrowdStrike\u306f\u7d4c\u8cbb\u5897\u5927\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u3001\u682a\u4fa1\u306f3.8%\u306e\u4e0b\u843d\u306b\u306a\u3063\u305f\u3002\u6b27\u5dde\u5e02\u5834\u3067\u306f\u539f\u6cb9\u4fa1\u683c\u304c\u4e0a\u6607\u3057\u3001\u682a\u5f0f\u5e02\u5834\u3082\u5024\u3092\u4e0a\u3052\u305f\u3002\u30d5\u30e9\u30f3\u30b9\u306e\u30d0\u30a4\u30aa\u95a2\u9023\u306eAbivax\u304c\u30ea\u30d0\u30a6\u30f3\u30c9\u3057\u306617.8%\u682a\u4fa1\u4e0a\u6607\u3002\u4e00\u65b9\u3067\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u95a2\u9023\u306f\u7c73\u56fd\u306eBroadcom\u306e\u82b3\u3057\u304f\u306a\u3044\u6c7a\u7b97\u306b\u5f71\u97ff\u3092\u53d7\u3051Infineon Technologies\u3001STMicroelectronics\u306a\u3069\u304c\u8edf\u5316\u3002Capgemini\u3001SAP\u306a\u3069\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u95a2\u9023\u306f\u5024\u3092\u4e0a\u3052\u305f<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/stat.ameba.jp\/user_images\/20260606\/07\/fpmirai\/75\/a4\/p\/o0707037615789958443.png\"><img loading=\"lazy\" decoding=\"async\" alt=\"\" contenteditable=\"inherit\" height=\"223\" src=\"https:\/\/stat.ameba.jp\/user_images\/20260606\/07\/fpmirai\/75\/a4\/p\/o0707037615789958443.png\" width=\"420\"><\/a><br \/>\n\u00a0<\/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=\"https:\/\/ameblo.jp\/fpmirai\/entry-12964822613.html\" 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\">1\u304b\u6708\u524d\u306e\u5e02\u6cc1<\/a>&nbsp;<a href=\"https:\/\/ameblo.jp\/fpmirai\/entry-12908830526.html\" 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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