{"id":12305,"date":"2021-02-17T20:07:00","date_gmt":"2021-02-17T11:07:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=12305"},"modified":"2021-02-17T15:14:09","modified_gmt":"2021-02-17T06:14:09","slug":"%e3%83%89%e3%83%a9%e3%83%83%e3%82%b1%e3%83%b3%e3%83%9f%e3%83%a9%e3%83%bc%e6%b0%8f%e3%80%81microsoft%e3%81%ae%e8%b2%b7%e3%81%84%e3%82%92%e5%a4%a7%e5%b9%85%e5%a2%97%e9%a1%8d","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12305","title":{"rendered":"\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001Microsoft\u306e\u8cb7\u3044\u3092\u5927\u5e45\u5897\u984d"},"content":{"rendered":"\n<p>\u524d\u56de\u306b\u5f15\u304d\u7d9a\u304d\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306e\u89e3\u8aac\u3067\u3042\u308b\u3002\u4eca\u56de\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u3092\u9577\u5e74\u7387\u3044\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eDuquesne Family Office\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u773a\u3081\u3066\u307f\u305f\u3044\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30cf\u30a4\u30c6\u30af\u682a\u8cb7\u3044<\/strong><\/p>\n\n\n\n<p>\u30b3\u30ed\u30ca\u76f8\u5834\u3067\u306f\u5f53\u521d\u591a\u304f\u306e\u8457\u540d\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u682a\u5f0f\u5e02\u5834\u306b\u5bfe\u3057\u3066\u614e\u91cd\u306a\u59ff\u52e2\u3092\u793a\u3057\u3066\u3044\u305f\u3002\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3082\u305d\u3046\u3057\u305f\u6295\u8cc7\u5bb6\u306e1\u4eba\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/10768\" data-type=\"post\" data-id=\"10768\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: \u91cf\u7684\u7de9\u548c\u306f\u30b3\u30ed\u30ca\u304b\u3089\u682a\u5f0f\u5e02\u5834\u3092\u6551\u3048\u306a\u3044\u3001\u682a\u306e\u30ea\u30b9\u30af\u30fb\u30ea\u30ef\u30fc\u30c9\u6bd4\u306f\u904e\u53bb\u6700\u60aa (2020\/5\/13)<\/a><\/li><\/ul>\n\n\n\n<p>\u4e00\u65b9\u3067\u30bf\u30a4\u30df\u30f3\u30b0\u3068\u9298\u67c4\u9078\u629e\u306e\u5929\u624d\u3067\u3042\u308b\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u3001\u76f8\u5834\u5168\u4f53\u306b\u306f\u614e\u91cd\u3067\u3082\u30b3\u30ed\u30ca\u76f8\u5834\u306e\u521d\u671f\u304b\u3089Amazon\u3084Netflix\u306a\u3069\u306e\u5de3\u3054\u3082\u308a\u9700\u8981\u3067\u58f2\u4e0a\u304c\u4f38\u3073\u308b\u9298\u67c4\u3092\u30d4\u30f3\u30dd\u30a4\u30f3\u30c8\u3067\u8cb7\u3063\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/10817\" data-type=\"post\" data-id=\"10817\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u30013\u6708\u306e\u5e95\u5024\u3067Amazon\u3068Netflix\u8cb7\u3044\u5897\u3057 (2020\/5\/16)<\/a><\/li><\/ul>\n\n\n\n<p>\u305d\u306e\u5f8c\u30cf\u30a4\u30c6\u30af\u682a\u306f\u5927\u304d\u304f\u4e0a\u304c\u3063\u305f\u3002\u4ee5\u4e0b\u306fAmazon.com\u306e\u30c1\u30e3\u30fc\u30c8\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-amazon-com-nasdaq-amzn-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"612\" height=\"379\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-amazon-com-nasdaq-amzn-chart.png\" alt=\"\" class=\"wp-image-12307\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-amazon-com-nasdaq-amzn-chart.png 612w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-amazon-com-nasdaq-amzn-chart-300x186.png 300w\" sizes=\"auto, (max-width: 612px) 100vw, 612px\" \/><\/a><\/figure>\n\n\n\n<p> \u307e\u305f\u5bb6\u3067\u6620\u753b\u306a\u3069\u3092\u898b\u308b\u4eba\u304c\u5897\u3048\u305f\u305f\u3081\u3001Netflix\u306e\u682a\u3082\u5927\u304d\u304f\u4e0a\u6607\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-netflix-nasdaq-nflx-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"612\" height=\"379\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-netflix-nasdaq-nflx-chart.png\" alt=\"\" class=\"wp-image-12308\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-netflix-nasdaq-nflx-chart.png 612w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-netflix-nasdaq-nflx-chart-300x186.png 300w\" sizes=\"auto, (max-width: 612px) 100vw, 612px\" \/><\/a><\/figure>\n\n\n\n<p>\u4e00\u65b9\u3067\u30b3\u30ed\u30ca\u3067\u771f\u3063\u5148\u306b\u8cb7\u308f\u308c\u305f\u30cf\u30a4\u30c6\u30af\u682a\u306f2020\u5e74\u590f\u307e\u3067\u306b\u304b\u306a\u308a\u4e0a\u304c\u3063\u3066\u3057\u307e\u3063\u305f\u305f\u3081\u3001\u305d\u306e\u5f8c\u306f\u6a2a\u3070\u3044\u3092\u7d9a\u3051\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p><strong>\u30cf\u30a4\u30c6\u30af\u682a\u306f\u307e\u3060\u8cb7\u3044\u304b<\/strong><\/p>\n\n\n\n<p>\u30cf\u30a4\u30c6\u30af\u682a\u304c\u65e2\u306b\u5927\u304d\u304f\u4e0a\u304c\u3063\u3066\u3057\u307e\u3063\u305f\u72b6\u6cc1\u3067\u3082\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u30cf\u30a4\u30c6\u30af\u682a\u3092\u307e\u3060\u8cb7\u3063\u3066\u3044\u308b\u306e\u3060\u308d\u3046\u304b\uff1f\u3000\u7b54\u3048\u306f\u30a4\u30a8\u30b9\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3067\u4e00\u756a\u898f\u6a21\u304c\u5927\u304d\u3044\u306e\u304cMicrosoft\u3067\u3042\u308a\u30016\u5104\u30c9\u30eb\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u524d\u56de\u306e4\u5104\u30c9\u30eb\u304b\u3089\u66f4\u306b\u5897\u984d\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-microsoft-nasdaq-msft-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"612\" height=\"379\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-microsoft-nasdaq-msft-chart.png\" alt=\"\" class=\"wp-image-12309\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-microsoft-nasdaq-msft-chart.png 612w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2021\/02\/2021-2-17-microsoft-nasdaq-msft-chart-300x186.png 300w\" sizes=\"auto, (max-width: 612px) 100vw, 612px\" \/><\/a><\/figure>\n\n\n\n<p>Microsoft\u306f\u30b3\u30ed\u30ca\u798d\u3067\u3082\u696d\u7e3e\u304c\u597d\u8abf\u3067\u3042\u308a\u3001\u76f4\u8fd1\u306e\u56db\u534a\u671f\u3067\u306f\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd417%\u3001\u7d14\u5229\u76ca\u304c33%\u5897\u52a0\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u3067\u898b\u308b\u3068\u30af\u30e9\u30a6\u30c9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306eAzure\u304c50%\u5897\u3001Xbox\u304c40%\u5897\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u30b3\u30ed\u30ca\u798d\u3067\u30af\u30e9\u30a6\u30c9\u3068\u30b2\u30fc\u30e0\u306e\u9700\u8981\u304cMicrosoft\u306e\u597d\u696d\u7e3e\u306b\u8ca2\u732e\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u5206\u304b\u308b\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u898f\u6a212\u756a\u76ee\u306fAmazon.com\u306e3\u5104\u30c9\u30eb\u3067\u3042\u308a\u3001\u3053\u3061\u3089\u3082Amazon Web Service\u3067\u30af\u30e9\u30a6\u30c9\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3092\u3084\u3063\u3066\u3044\u308b\u3002\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304c\u4f55\u306b\u8ced\u3051\u3066\u3044\u308b\u306e\u304b\u3001\u3053\u306e2\u3064\u306e\u9298\u67c4\u3092\u898b\u308c\u3070\u5206\u304b\u308b\u3068\u3044\u3046\u3082\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30cf\u30a4\u30c6\u30af\u682a\u3078\u306e\u898b\u89e3\u306b\u3064\u3044\u3066\u306f\u4ee5\u4e0b\u306e\u8a18\u4e8b\u3082\u53c2\u8003\u306b\u3057\u3066\u3082\u3089\u3044\u305f\u3044\u3002\u3053\u308c\u3089\u306e\u682a\u306f\u65e2\u306b\u5927\u304d\u304f\u4e0a\u304c\u3063\u3066\u3044\u308b\u304c\u3001\u5f7c\u306b\u3088\u308c\u3070\u3053\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u307e\u3060\u5e8f\u76e4\u3060\u305d\u3046\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12215\" data-type=\"post\" data-id=\"12215\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: \u30cf\u30a4\u30c6\u30af\u682a\u306f\u5272\u5b89\u3001\u307e\u3060\u4e0a\u304c\u308b<\/a><\/li><\/ul>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u7dcf\u984d\u308234\u5104\u30c9\u30eb\u3068\u904e\u53bb\u6700\u9ad8\u306b\u8fd1\u3044\u5927\u304d\u3055\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u5185\u5bb9\u3082\u7dcf\u984d\u3082\u682a\u5f0f\u5e02\u5834\u306b\u5f37\u6c17\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\u3002\u7279\u306b\u7c73\u56fd\u682a\u306b\u5bfe\u3057\u3066\u614e\u91cd\u59ff\u52e2\u306e\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u3068\u306f\u3084\u3084\u5bfe\u7167\u7684\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12032\" data-type=\"post\" data-id=\"12032\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9: 2021\u5e74\u3001\u682a\u9ad8\u306f\u7d9a\u304b\u306a\u3044<\/a><\/li><\/ul>\n\n\n\n<p>\u307e\u305f\u3001\u7c73\u56fd\u682a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5185\u5bb9\u3082\u30cf\u30a4\u30c6\u30af\u682a\u306e\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001\u9ad8\u914d\u5f53\u682a\u306e\u30c0\u30ea\u30aa\u6c0f\u3068\u7570\u306a\u3063\u305f\u69d8\u76f8\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12286\" data-type=\"post\" data-id=\"12286\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001\u7c73\u56fd\u682a\u9ad8\u914d\u5f53\u9298\u67c4\u306e\u8cb7\u3044\u3092\u500d\u5897<\/a><\/li><\/ul>\n\n\n\n<p>\u4e00\u81f4\u3057\u3066\u3044\u308b\u306e\u306f\u3069\u3061\u3089\u3082\u4e2d\u56fd\u7d4c\u6e08\u306b\u5f37\u6c17\u3068\u3044\u3046\u3053\u3068\u3067\u3042\u308b\u3002\u305d\u308c\u3092\u88cf\u4ed8\u3051\u308b\u3088\u3046\u306b\u4eba\u6c11\u5143\u306f\u3058\u308f\u3058\u308f\u4e0a\u6607\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u3084\u306f\u308a\u30a4\u30f3\u30d5\u30ec\u3068\u30c9\u30eb\u5b89\u304c\u3053\u306e\u76f8\u5834\u306e\u6838\u3060\u308d\u3046\u3002\u682a\u3060\u3051\u898b\u3066\u3044\u3066\u306f\u672c\u8cea\u304c\u898b\u3048\u3066\u3053\u306a\u3044\u76f8\u5834\u306a\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12257\" data-type=\"post\" data-id=\"12257\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001\u30a2\u30b8\u30a2\u306e\u901a\u8ca8\u306b\u5f37\u6c17<\/a><\/li><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/10592\" data-type=\"post\" data-id=\"10592\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9: \u4e2d\u56fd\u304c\u8987\u6a29\u3092\u63e1\u308a\u30c9\u30eb\u306f\u57fa\u8ef8\u901a\u8ca8\u3067\u306a\u304f\u306a\u308b<\/a><\/li><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12182\" data-type=\"post\" data-id=\"12182\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304c\u7269\u4fa1\u9ad8\u9a30\u3092\u4e88\u60f3\u3001\u7c73\u56fd\u50b5\u3092\u7a7a\u58f2\u308a\u3001\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u3092\u7206\u8cb7\u3044<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u524d\u56de\u306b\u5f15\u304d\u7d9a\u304d\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306e\u89e3\u8aac\u3067\u3042\u308b\u3002\u4eca\u56de\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u3092\u9577\u5e74\u7387\u3044\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eDuquesne Family  &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/12305\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001Microsoft\u306e\u8cb7\u3044\u3092\u5927\u5e45\u5897\u984d<\/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":[59,111],"tags":[130],"class_list":["post-12305","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-stanley-druckenmiller"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/12305","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=12305"}],"version-history":[{"count":13,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/12305\/revisions"}],"predecessor-version":[{"id":12321,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/12305\/revisions\/12321"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=12305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=12305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=12305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}