{"id":1089,"date":"2015-05-18T21:04:04","date_gmt":"2015-05-18T12:04:04","guid":{"rendered":"http:\/\/www.globalmacroresearch.org\/jp\/?p=1089"},"modified":"2015-10-11T14:48:53","modified_gmt":"2015-10-11T05:48:53","slug":"form-13f-%e3%82%bd%e3%83%ad%e3%82%b9%e6%b0%8f%e3%81%af%e7%b1%b3%e5%9b%bd%e6%a0%aa%e6%9a%b4%e8%90%bd%e3%82%92%e8%ad%a6%e6%88%92%e3%80%81%e3%82%a2%e3%82%a4%e3%83%b3%e3%83%9b%e3%83%bc%e3%83%b3%e6%b0%8f","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/1089","title":{"rendered":"Form 13F: \u30bd\u30ed\u30b9\u6c0f\u306f\u7c73\u56fd\u682a\u66b4\u843d\u3092\u8b66\u6212\u3001\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u3082\u7a7a\u58f2\u308a\u62e1\u5927\u3078"},"content":{"rendered":"<p>2015\u5e741Q\u306eForm 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13F\u306b\u306f\u73fe\u308c\u306a\u3044\u5148\u7269\u306e\u58f2\u308a\u3068\u3001\u4e0a\u8a18\u306e\u30d7\u30c3\u30c8\u306e\u8cb7\u3044\u3092\u7e54\u308a\u4ea4\u305c\u306a\u304c\u3089\u3001\u81e8\u6a5f\u5fdc\u5909\u306b\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u30d8\u30c3\u30b8\u3057\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u7c73\u56fd\u682a\u66b4\u843d\u3078\u306e\u8b66\u6212\u611f\u305d\u306e\u3082\u306e\u306f\u5f15\u304d\u7d9a\u304d\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3060\u308d\u3046\u3002<!--more--><\/p>\n<ul>\n<li><a title=\"\u91cf\u7684\u7de9\u548c\u76f8\u5834\u306f\u6570\u5e74\u306e\u71b1\u72c2\u306e\u3042\u3068\u4e16\u754c\u7684\u306a\u30d0\u30d6\u30eb\u5d29\u58ca\u3067\u7d42\u308f\u308b\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/500\">\u91cf\u7684\u7de9\u548c\u76f8\u5834\u306f\u6570\u5e74\u306e\u71b1\u72c2\u306e\u3042\u3068\u4e16\u754c\u7684\u306a\u30d0\u30d6\u30eb\u5d29\u58ca\u3067\u7d42\u308f\u308b<\/a><\/li>\n<li><a title=\"2015\u5e74\u3001\u91d1\u878d\u5e02\u5834\u306f\u7c73\u56fd\u306e\u91cf\u7684\u7de9\u548c\u7d42\u4e86\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u306a\u3044\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/669\">2015\u5e74\u3001\u91d1\u878d\u5e02\u5834\u306f\u7c73\u56fd\u306e\u91cf\u7684\u7de9\u548c\u7d42\u4e86\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u306a\u3044<\/a><\/li>\n<\/ul>\n<p>\u540c\u69d8\u306b\u3001\u30c7\u30a4\u30f4\u30a3\u30c3\u30c9\u30fb\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306e\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u3082\u7c73\u56fd\u682a\u306e\u8cb7\u3044\u6301\u3061\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3042\u308a\u30013\u6708\u672b\u3067\u30ed\u30f3\u30b0\u304c\u8cc7\u7523\u306e102%\u3001\u30b7\u30e7\u30fc\u30c8\u304c88\uff05\u3001\u3057\u305f\u304c\u3063\u3066\u30cd\u30c3\u30c8\u306714%\u306e\u30ed\u30f3\u30b0\u3067\u3042\u308b\u3053\u3068\u3092\u6295\u8cc7\u5bb6\u5b9b\u3066\u306e\u66f8\u7c21\u3067\u660e\u3089\u304b\u306b\u3057\u305f\u30022014\u5e743Q\u306f39%\u306e\u30cd\u30c3\u30c8\u30ed\u30f3\u30b0\u30014Q\u306f30%\u306e\u30cd\u30c3\u30c8\u30ed\u30f3\u30b0\u3067\u3042\u3063\u305f\u304b\u3089\u3001\u5f7c\u3082\u3084\u306f\u308a\u7c73\u56fd\u682a\u306e\u8cb7\u3044\u6301\u3061\u3092\u7c9b\u3005\u3068\u7e2e\u5c0f\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n<p><strong>\u7c73\u56fd\u682a\u306f\u66b4\u843d\u3059\u308b\u306e\u304b\uff1f<\/strong><\/p>\n<p>\u7c73\u56fd\u682a\u306f\u3069\u3046\u306a\u308b\u3060\u308d\u3046\u304b\uff1f\u3000\u66b4\u843d\u304c\u8d77\u304d\u308b\u3068\u3059\u308c\u3070\u3001\u305d\u308c\u306f\u682a\u3092\u58f2\u308b\u3088\u308a\u4ed6\u306b\u6295\u8cc7\u5bb6\u306e\u9078\u629e\u80a2\u304c\u306a\u304f\u306a\u3063\u305f\u3068\u304d\u3067\u3042\u308b\u3002\u50b5\u5238\u304b\u682a\u306e\u3069\u3061\u3089\u304b\u304c\u843d\u3061\u308b\u3057\u304b\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u3001\u4e2d\u592e\u9280\u884c\u306e\u624b\u8a70\u307e\u308a\u306b\u3088\u3063\u3066\u793a\u3055\u308c\u308b\u3068\u304d\u3067\u3042\u308b\u3002<\/p>\n<p>\u4ee5\u524d\u66f8\u3044\u305f\u3088\u3046\u306b\u3001\u30d6\u30e9\u30c3\u30af\u30de\u30f3\u30c7\u30fc\u3067\u306f\u30c9\u30eb\u304b\u7c73\u56fd\u682a\u304b\u306e\u3069\u3061\u3089\u304b\u304c\u4e0b\u843d\u305b\u3056\u308b\u3092\u5f97\u306a\u3044\u72b6\u6cc1\u306b\u9665\u308a\u3001\u70ba\u66ff\u30d8\u30c3\u30b8\u3092\u3057\u3066\u3044\u306a\u304b\u3063\u305f\u7c73\u56fd\u682a\u306e\u6295\u8cc7\u5bb6\u304c\u7c73\u56fd\u682a\u3092\u58f2\u3089\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u3063\u305f\u3002<\/p>\n<ul>\n<li><a title=\"\u30d7\u30e9\u30b6\u5408\u610f\u304b\u3089\u30d6\u30e9\u30c3\u30af\u30de\u30f3\u30c7\u30fc\u307e\u3067\u3092\u632f\u308a\u8fd4\u308b\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/933\">\u30d7\u30e9\u30b6\u5408\u610f\u304b\u3089\u30d6\u30e9\u30c3\u30af\u30de\u30f3\u30c7\u30fc\u307e\u3067\u3092\u632f\u308a\u8fd4\u308b<\/a><\/li>\n<li><a title=\"2015\u5e74\u306e\u76f8\u5834\u306f\u30d6\u30e9\u30c3\u30af\u30de\u30f3\u30c7\u30fc\u306b\u4f3c\u3066\u3044\u308b\u304b\uff1f\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/963\">2015\u5e74\u306e\u76f8\u5834\u306f\u30d6\u30e9\u30c3\u30af\u30de\u30f3\u30c7\u30fc\u306b\u4f3c\u3066\u3044\u308b\u304b\uff1f<\/a><\/li>\n<\/ul>\n<p>\u4eca\u56de\u3067\u306f\u3001\u5148\u305a\u4e2d\u592e\u9280\u884c\u304c\u91cf\u7684\u7de9\u548c\u3092\u8f9e\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u306a\u3044\u3053\u3068\u3092\u609f\u308b\u3053\u3068\u304c\u7b2c\u4e00\u6b69\u3067\u3042\u308b\u3002\u305d\u308c\u306f\u65e5\u672c\u3068\u30e6\u30fc\u30ed\u570f\u306e\u91cf\u7684\u7de9\u548c\u304c\u51fa\u53e3\u3092\u691c\u8a0e\u3059\u308b2016\u5e74\u304c\u59cb\u307e\u308a\u3068\u306a\u308a\u3001\u4eca\u5e74\u4e2d\u306b\u7c73\u56fd\u306e\u5229\u4e0a\u3052\u3067\u682a\u5f0f\u5e02\u5834\u304c\u3069\u308c\u3060\u3051\u4e0b\u843d\u3057\u3088\u3046\u3068\u3082\u3001\u305d\u308c\u306f\u672c\u5f53\u306e\u66b4\u843d\u3067\u306f\u306a\u3044\u3053\u3068\u3082\u66f8\u3044\u305f\u3002<\/p>\n<ul>\n<li><a title=\"2015\u5e74\u3001\u7c73\u56fd\u5229\u4e0a\u3052\u307e\u3067\u306e\u6295\u8cc7\u6226\u7565\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/851\">2015\u5e74\u3001\u7c73\u56fd\u5229\u4e0a\u3052\u307e\u3067\u306e\u6295\u8cc7\u6226\u7565<\/a><\/li>\n<\/ul>\n<p>\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u3053\u306e\u3088\u3046\u306a\u76f8\u5834\u306b\u306f\u8ced\u3051\u306a\u3044\u3053\u3068\u3067\u3042\u308a\u3001\u7c73\u56fd\u682a\u306b\u6295\u8cc7\u3092\u3059\u308b\u5834\u5408\u306b\u306f\u7a7a\u58f2\u308a\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u30ed\u30f3\u30b0\u30fb\u30b7\u30e7\u30fc\u30c8\u3068\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u30bd\u30ed\u30b9\u6c0f\u3082\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u30822014\u5e74\u304b\u3089\u3053\u306e\u6226\u7565\u3092\u8e0f\u8972\u3057\u3066\u304a\u308a\u3001\u512a\u308c\u305f\u6295\u8cc7\u5bb6\u306e\u9593\u3067\u306f\u65e2\u5b9a\u8def\u7dda\u3067\u3042\u308b\u3068\u8a00\u3048\u308b\u3002<\/p>\n<p><strong>\u30bd\u30ed\u30b9\u6c0f\u306f\u4e3b\u8981\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u3044\u304f\u3064\u304b\u3092\u624b\u4ed5\u821e\u3044<\/strong><\/p>\n<p>\u4e00\u65b9\u3067\u5f7c\u3089\u306e\u500b\u5225\u682a\u306f\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u3060\u308d\u3046\u304b\uff1f\u3000\u5148\u305a\u3001\u30bd\u30ed\u30b9\u6c0f\u306f\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u306e1\u3064\u3067\u3042\u3063\u305f\u30a4\u30b9\u30e9\u30a8\u30eb\u306e\u88fd\u85ac\u4f1a\u793eTeva (NYSE:TEVA\u3001<a href=\"https:\/\/www.google.com\/finance?q=NYSE:TEVA\" target=\"_blank\">Google Finance<\/a>)\u3092\u3059\u3079\u3066\u624b\u4ed5\u821e\u3063\u3066\u3044\u308b\u30022014\u5e744Q\u3067\u306f2\u51048000\u4e07\u30c9\u30eb\u8fd1\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u3042\u3063\u305f\u3002<\/p>\n<p>Teva\u306f\u5f8c\u767a\u533b\u85ac\u54c1\u306b\u5f37\u307f\u304c\u3042\u308a\u3001\u9ad8\u9f62\u5316\u3067\u6bd4\u8f03\u7684\u5b89\u4fa1\u306a\u85ac\u54c1\u306e\u9700\u8981\u304c\u5897\u3048\u308b\u3068\u3044\u3046\u76ee\u7b97\u3068\u3001\u7a4d\u6975\u7684\u306a\u8cb7\u53ce\u653f\u7b56\u306b\u3088\u3063\u3066\u682a\u4fa1\u304c\u4e0a\u6607\u3057\u3066\u3044\u305f\u3002\u30bd\u30ed\u30b9\u6c0f\u306fTeva\u30922013\u5e74\u304b\u3089\u4fdd\u6709\u3057\u3066\u304a\u308a\u3001\u5f53\u664230\u30c9\u30eb\u53f0\u5f8c\u534a\u3067\u3042\u3063\u305f\u682a\u4fa1\u306f3\u6708\u672b\u306760\u30c9\u30eb\u3092\u8d85\u3048\u3066\u3044\u308b\u3002<\/p>\n<p>\u4e00\u65b9\u3067\u3001\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u3067\u3042\u308bAlibaba (NYSE:BABA\u3001<a href=\"https:\/\/www.google.com\/finance?q=NYSE:BABA\" target=\"_blank\">Google Finance<\/a>)\u306f4\u51046000\u4e07\u30c9\u30eb\u304b\u30893\u51047000\u4e07\u30c9\u30eb\u306b\u5927\u5e45\u306b\u6e1b\u984d\u3055\u308c\u3066\u3044\u308b\u3002Alibaba\u306f1\u6708\u672b\u306b\u767a\u8868\u3057\u305f\u6c7a\u7b97\u3067\u58f2\u4e0a\u9ad8\u304c\u632f\u308b\u308f\u306a\u304b\u3063\u305f\u3053\u3068\u304b\u3089\u4e0b\u843d\u3057\u3066\u3044\u305f\u304c\u3001\u30bd\u30ed\u30b9\u6c0f\u304c\u6c7a\u7b97\u3088\u308a\u524d\u306b\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6e1b\u3089\u3057\u305f\u306e\u304b\u3069\u3046\u304b\u306f\u4e0d\u660e\u3067\u3042\u308b\u3002\u305d\u306e\u5f8c5\u6708\u306b\u767a\u8868\u3057\u305f\u6c7a\u7b97\u3067\u3001\u682a\u4fa1\u306f\u5c11\u3057\u623b\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u305d\u306e\u4ed6\u3067\u306f\u3001\u30a2\u30eb\u30bc\u30f3\u30c1\u30f3\u306e\u77f3\u6cb9\u4f1a\u793eYPF (NYSE:YPF\u3001<a href=\"https:\/\/www.google.com\/finance?q=NYSE:YPF\" target=\"_blank\">Google Finance<\/a>)\u306f3\u51042000\u4e07\u30c9\u30eb\u3067\u307b\u307c\u5909\u308f\u3089\u305a\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n<p><strong>\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306fApple\u3092\u5229\u76ca\u78ba\u5b9a\u3001Micron\u306f\u8cb7\u3044\u5897\u3057<\/strong><\/p>\n<p>\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306e\u500b\u5225\u682a\u306f\u3069\u3046\u3060\u308d\u3046\u304b\uff1f\u3000\u5148\u305a\u7279\u7b46\u3059\u3079\u304d\u306f\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u306eApple (NASDAQ:AAPL\u3001<a href=\"https:\/\/www.google.com\/finance?q=aapl\" target=\"_blank\">Google Finance<\/a>)\u3092\u3084\u3084\u7e2e\u5c0f\u3057\u305f\u3053\u3068\u3060\u308d\u3046\u304b\u3002\u682a\u4fa1\u304c\u4e0a\u6607\u3057\u3066\u3044\u308b\u305f\u3081\u91d1\u984d\u30d9\u30fc\u30b9\u3067\u306f9\u51042500\u4e07\u30c9\u30eb\u3068\u307b\u307c\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u304c\u3001\u682a\u6570\u3067\u8a00\u3048\u3070860\u4e07\u682a\u304b\u3089740\u4e07\u682a\u3078\u306814\uff05\u307b\u3069\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u4e00\u65b9\u3067\u3001\u6b21\u306b\u91d1\u984d\u306e\u5927\u304d\u3044Micron (NASDAQ:MU\u3001<a href=\"https:\/\/www.google.com\/finance?q=mu\" target=\"_blank\">Google Finance<\/a>)\u306f\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u682a\u6570\u30d9\u30fc\u30b9\u3067\u306f3100\u4e07\u682a\u304b\u30893400\u4e07\u682a\u3078\u3068\u8cb7\u3044\u5897\u3057\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u91d1\u984d\u30d9\u30fc\u30b9\u3067\u306f11\u5104\u30c9\u30eb\u304b\u30899\u51041000\u4e07\u30c9\u30eb\u3068\u6e1b\u984d\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>Micron\u306f2013\u5e743Q\u304b\u3089\u59cb\u3081\u3089\u308c\u305f\u30dd\u30b8\u30b7\u30e7\u30f3\u3067\u3042\u308a\u3001\u73fe\u5728\u306e\u682a\u4fa126\u30c9\u30eb\u306b\u5bfe\u3057\u3066\u5f53\u6642\u306e\u682a\u4fa1\u304c15\u30c9\u30eb\u7a0b\u5ea6\u3067\u3042\u308b\u304b\u3089\u3001\u4eca\u5e74\u306b\u5165\u3063\u3066\u306e\u8edf\u8abf\u306f\u9577\u671f\u30c8\u30ec\u30f3\u30c9\u306e\u306a\u304b\u306e\u8abf\u6574\u3068\u3044\u3046\u898b\u65b9\u306a\u306e\u3060\u308d\u3046\u3002\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306eForm 13F\u3092\u9061\u3063\u3066\u898b\u308c\u3070\u3001\u9ad8\u5024\u3067\u306f\u58f2\u308a\u3001\u5b89\u5024\u3067\u306f\u8cb7\u3044\u3068\u3044\u3046\u3088\u3046\u306b\u4fa1\u683c\u306b\u5bc4\u3063\u3066\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5fae\u8abf\u6574\u3057\u3066\u304a\u308a\u3001\u9577\u671f\u7684\u306a\u8cb7\u3044\u3068\u3044\u3046\u59ff\u52e2\u306b\u5909\u5316\u306f\u898b\u3089\u308c\u306a\u3044\u3002<\/p>\n<p>\u6295\u8cc7\u5bb6\u5411\u3051\u306e\u66f8\u7c21\u306b\u3088\u308c\u3070\u3001\u300cDRAM\uff08\u534a\u5c0e\u4f53\u30e1\u30e2\u30ea\uff09\u696d\u754c\u306f\u6765\u308b\u3079\u304d\u5468\u671f\u7684\u306a\u9700\u8981\u6e1b\u5c11\u306b\u5bfe\u3057\u3001\u30b7\u30a7\u30a2\u3092\u596a\u3044\u5408\u3046\u305f\u3081\u306b\u4f9b\u7d66\u3092\u5897\u3084\u3057\u3001\u5229\u76ca\u7387\u3092\u72a0\u7272\u306b\u3057\u305f\u308a\u306f\u305b\u305a\u3001\u72b6\u6cc1\u306b\u5408\u308f\u305b\u3066\u5408\u7406\u7684\u306b\u5229\u76ca\u7387\u3092\u4e0a\u3052\u3066\u3086\u3051\u308b\u3068\u3044\u3046\u306e\u304c\u308f\u308c\u308f\u308c\u306e\u7406\u8ad6\u3067\u3042\u308b\u300d\u3060\u305d\u3046\u3067\u3042\u308b\u3002<\/p>\n<p>DRAM\u306e\u904e\u5f53\u7af6\u4e89\u306f\u30a8\u30eb\u30d4\u30fc\u30c0\u306e\u7834\u7dbb\u306b\u3088\u308a\u65e2\u306b\u30d4\u30fc\u30af\u3092\u8fce\u3048\u3066\u3044\u308b\u304c\u3001\u5e02\u5834\u306f\u3044\u307e\u3060\u3053\u306e\u4e8b\u5b9f\u3092\u7e54\u308a\u8fbc\u3082\u3046\u3068\u3057\u3066\u3044\u308b\u6700\u4e2d\u3067\u3042\u308b\u3002\u307e\u305f\u3001NAND\u3084NOR\u306a\u3069\u306e\u4e0d\u63ee\u767a\u6027\u30e1\u30e2\u30ea\u3001\u7279\u306bSSD\u306b\u4f7f\u308f\u308c\u308bNAND\u306b\u306f\u5927\u304d\u306a\u5c06\u6765\u6027\u304c\u3042\u308b\u3060\u308d\u3046\u3002Micron\u306b\u3064\u3044\u3066\u306f\u4ee5\u4e0b\u306e\u8a18\u4e8b\u3082\u53c2\u8003\u306b\u3057\u3066\u307b\u3057\u3044\u3002<\/p>\n<ul>\n<li><a title=\"\u5168\u822c\u7684\u306b\u5272\u9ad8\u306a\u7c73\u56fd\u682a\u30012015\u5e74\u304b\u3089\u3067\u3082\u8cb7\u3048\u308b\u9298\u67c4\u306f\u4f55\u304b\uff1f\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/612\">\u5168\u822c\u7684\u306b\u5272\u9ad8\u306a\u7c73\u56fd\u682a\u30012015\u5e74\u304b\u3089\u3067\u3082\u8cb7\u3048\u308b\u9298\u67c4\u306f\u4f55\u304b\uff1f<\/a><\/li>\n<li><a title=\"Micron (NASDAQ:MU)\u306f\u6c7a\u7b97\u3092\u7121\u4e8b\u901a\u904e\u3001\u58f2\u4e0a\u30fb\u5229\u76ca\u3068\u3082\u306b\u5e02\u5834\u4e88\u60f3\u4e0a\u56de\u308b\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/990\">Micron (NASDAQ:MU)\u306f\u6c7a\u7b97\u3092\u7121\u4e8b\u901a\u904e\u3001\u58f2\u4e0a\u30fb\u5229\u76ca\u3068\u3082\u306b\u5e02\u5834\u4e88\u60f3\u4e0a\u56de\u308b<\/a><\/li>\n<\/ul>\n<p>\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306f2015\u5e741Q\u3092\u300c\u30a4\u30d9\u30f3\u30c8\u306e\u306a\u3044\u56db\u534a\u671f\u300d\u3068\u8868\u73fe\u3057\u3066\u304a\u308a\u3001\u78ba\u304b\u306b\u5e02\u5834\u306f\u3053\u3053\u306e\u3068\u3053\u308d\u505c\u6ede\u3057\u3066\u3044\u308b\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u30de\u30af\u30ed\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u306f\u5927\u304d\u306a\u5229\u76ca\u306e\u5f97\u306b\u304f\u3044\u72b6\u6cc1\u3067\u306f\u3042\u308b\u304c\u3001\u7c73\u56fd\u306e\u5229\u4e0a\u3052\u3068\u65e5\u6b27\u306e\u91cf\u7684\u7de9\u548c\u306e\u51fa\u53e3\u6226\u7565\u306b\u3088\u3063\u3066\u305d\u308c\u3082\u9060\u304b\u3089\u305a\u6253\u958b\u3055\u308c\u308b\u3060\u308d\u3046\u3002<\/p>\n<p>\u305d\u308c\u3067\u3082\u3044\u3061\u65e9\u304f\u5229\u76ca\u306e\u6b32\u3057\u3044\u6295\u8cc7\u5bb6\u306f\u3001\u4f8b\u3048\u3070Micron\u304c$26\u524d\u5f8c\u306e\u3068\u304d\u306b\u3001$27-$29\u524d\u5f8c\u306e\u57f7\u884c\u4fa1\u683c\u3067\u30d7\u30c3\u30c8\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u58f2\u308a\u3092\u884c\u3046\u3068\u3044\u3046\u9078\u629e\u80a2\u3082\u3042\u308b\u3002\u3069\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3067\u3082\u3084\u308a\u3088\u3046\u306f\u3042\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n<p>\u3061\u306a\u307f\u306b\u308f\u305f\u3057\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u3064\u3044\u3066\u306f\u3001\u4ee5\u524d\u66f8\u3044\u305f\u8a18\u4e8b\u3092\u53c2\u8003\u306b\u3057\u3066\u307b\u3057\u3044\u3002\u305d\u306e\u5f8c\u30dd\u30f3\u30c9\u3092\u8cb7\u3044\u5897\u3057\u3066\u304b\u3089\u5229\u76ca\u78ba\u5b9a\u3057\u305f\u3053\u3068\u3068\u3001Fraport (ZETRA:FRA\u3001<a href=\"https:\/\/www.google.com\/finance?q=ETR:FRA\" target=\"_blank\">Google Finance<\/a>)\u306a\u3069\u306e\u9298\u67c4\u3092\u3001\u4e0a\u6607\u3059\u308b\u306b\u3064\u308c\u4e00\u90e8\u5229\u76ca\u78ba\u5b9a\u3057\u305f\u3053\u3068\u4ee5\u5916\u306f\u305d\u308c\u307b\u3069\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u3002<\/p>\n<ul>\n<li><a title=\"\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30de\u30af\u30ed\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u6210\u6bd4\u7387\u516c\u958b\u30012015\u5e742\u6708\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/768\">\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30de\u30af\u30ed\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u6210\u6bd4\u7387\u516c\u958b\u30012015\u5e742\u6708<\/a><\/li>\n<\/ul>\n<p>\u78ba\u304b\u306b\u5e02\u5834\u306f\u505c\u6ede\u3057\u3066\u3044\u308b\u304c\u3001\u305d\u308c\u3082\u534a\u5e74\u3068\u7d9a\u304b\u306a\u3044\u3060\u308d\u3046\u3002\u5404\u56fd\u306e\u4e2d\u592e\u9280\u884c\u306e\u52d5\u5411\u306b\u6ce8\u76ee\u3057\u305f\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2015\u5e741Q\u306eForm 13F\u304c\u516c\u958b\u3055\u308c\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e3\u6708\u672b\u306b\u304a\u3051\u308b\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u3002\u8a73\u7d30\u306f\u4ee5\u4e0b\u306b\u898b\u3066\u3086\u304f\u304c\u3001\u5f15\u304d\u7d9a\u304d\u3001\u7c73\u56fd\u682a\u306e\u66b4\u843d\u3092\u8b66\u6212\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u8aad\u307f\u53d6\u308c\u308b\u3002 \u30bd\u30ed\u30b9\u6c0f\u3001\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u3068\u3082\u306b\u7c73\u56fd\u682a\u306b &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/1089\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">Form 13F: \u30bd\u30ed\u30b9\u6c0f\u306f\u7c73\u56fd\u682a\u66b4\u843d\u3092\u8b66\u6212\u3001\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u3082\u7a7a\u58f2\u308a\u62e1\u5927\u3078<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[7,41,60,68,72,76,91],"class_list":["post-1089","post","type-post","status-publish","format-standard","hentry","category-news","tag-quantitative-easing","tag-george-soros","tag-david-einhorn","tag-micron-technology-nasdaq-mu","tag-rate-hike","tag-fraport-xetra-fra","tag-options"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/1089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/comments?post=1089"}],"version-history":[{"count":13,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/1089\/revisions"}],"predecessor-version":[{"id":1102,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/1089\/revisions\/1102"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=1089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=1089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=1089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}