{"id":1273,"date":"2015-07-15T06:57:42","date_gmt":"2015-07-14T21:57:42","guid":{"rendered":"http:\/\/www.globalmacroresearch.org\/jp\/?p=1273"},"modified":"2015-07-16T00:29:52","modified_gmt":"2015-07-15T15:29:52","slug":"2015%e5%b9%b42q%e3%80%81%e3%82%a2%e3%82%a4%e3%83%b3%e3%83%9b%e3%83%bc%e3%83%b3%e6%b0%8f%e3%81%ae%e3%82%b0%e3%83%aa%e3%83%bc%e3%83%b3%e3%83%a9%e3%82%a4%e3%83%88%e3%83%bb%e3%82%ad%e3%83%a3%e3%83%94","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/1273","title":{"rendered":"2015\u5e742Q\u3001\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306e\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u6295\u8cc7\u5bb6\u5411\u3051\u66f8\u7c21: Netflix\u3001Micron\u3001\u30ae\u30ea\u30b7\u30e3\u554f\u984c"},"content":{"rendered":"<p>\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\u306f\u30012015\u5e744-6\u6708\u671f\u3092\u7dcf\u62ec\u3057\u3066\u6295\u8cc7\u5bb6\u306b\u66f8\u7c21\u3092\u9001\u3063\u305f\u3002\u5168\u6587\u306f<a href=\"http:\/\/www.valuewalk.com\/2015\/07\/greenlight-q2-letter-netflix-nflx\/\" target=\"_blank\">\u3053\u3053<\/a>\u3067\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304c\u3001\u4e00\u90e8\u3092\u7ffb\u8a33\u3057\u3066\u4ee5\u4e0b\u306b\u7d39\u4ecb\u3057\u305f\u3044\u3002<\/p>\n<p>4-6\u6708\u671f\u306e\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306f1.5%\u306e\u30de\u30a4\u30ca\u30b9\u3068\u306a\u308a\u3001\u5e74\u59cb\u304b\u3089\u306f3.3%\u306e\u30de\u30a4\u30ca\u30b9\u3068\u306a\u3063\u305f\u3002<\/p>\n<p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u30ed\u30f3\u30b0\uff08\u8cb7\u3044\u6301\u3061\uff09\u304c103%\u3001\u30b7\u30e7\u30fc\u30c8\uff08\u58f2\u308a\u6301\u3061\uff09\u304c86%\u3067\u3001\u30cd\u30c3\u30c8\u306717%\u306e\u30ed\u30f3\u30b0\u3068\u306a\u3063\u3066\u3044\u308b\u3002<a title=\"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\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/1089\">\u524d\u56de<\/a>\u306f\u30cd\u30c3\u30c8\u306714%\u306e\u30ed\u30f3\u30b0\u3060\u3063\u305f\u304b\u3089\u3001\u8cb7\u3044\u6301\u3061\u304c\u3084\u3084\u5fae\u5897\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308b\u304c\u3001\u5927\u5c40\u7684\u306a\u898b\u65b9\u306f\u5909\u308f\u3089\u305a\u3060\u308d\u3046\u3002<\/p>\n<p>\u4ee5\u4e0b\u3001\u3044\u304f\u3064\u304b\u306e\u9298\u67c4\u3068\u30ae\u30ea\u30b7\u30e3\u554f\u984c\u306b\u95a2\u3059\u308b\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306e\u30b3\u30e1\u30f3\u30c8\u3067\u3042\u308b\u3002<\/p>\n<p><strong>Netflix (NASDAQ:NFLX)<\/strong><\/p>\n<p><!--more--><a href=\"https:\/\/www.google.com\/finance?cid=672501\" target=\"_blank\">Google Finance &#8211; Netflix (NASDAQ:NFLX)<\/a><\/p>\n<p>\u52d5\u753b\u914d\u4fe1\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308bNetflix\u306f\u3001\u30cd\u30c3\u30c8\u3092\u901a\u3058\u3066\u756a\u7d44\u3092\u898b\u308b\u3068\u3044\u3046\u3001\u65e2\u5b58\u306e\u30c6\u30ec\u30d3\u696d\u754c\u3092\u7f6e\u304d\u63db\u3048\u308b\u30b5\u30fc\u30d3\u30b9\u3067\u3042\u308a\u3001\u305d\u306e\u5c06\u6765\u6027\u3092\u8cb7\u308f\u308c\u3066\u5e74\u59cb\u304b\u3089\u682a\u4fa1\u304c\u500d\u4ee5\u4e0a\u306b\u306a\u3063\u3066\u3044\u308b\u30b0\u30ed\u30fc\u30b9\u682a\u306e\u4ee3\u8868\u3060\u304c\u3001\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306f\u3053\u306e\u8a55\u4fa1\u306f\u5730\u306b\u8db3\u304c\u3064\u3044\u3066\u3044\u306a\u3044\u3068\u6307\u6458\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u300cNetflix\u306f2020\u5e74\u4ee5\u964d\u306e\u8f1d\u304b\u3057\u3044\u696d\u7e3e\u3092\u6295\u8cc7\u5bb6\u306b\u30a2\u30d4\u30fc\u30eb\u3059\u308b\u3053\u3068\u3067\u5024\u3092\u4f38\u3070\u3057\u3066\u304d\u305f\u3002\u4eca\u3084\u3053\u306e\u4f1a\u793e\u306f\u3044\u304f\u3089\u7a3c\u3050\u304b\u3067\u306f\u306a\u304f\u3044\u304f\u3089\u8cc7\u91d1\u3092\u6d88\u8cbb\u3059\u308b\u304b\u3067\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u51fa\u8cbb\u304c\u672c\u5f53\u306b\u5831\u308f\u308c\u308b\u304b\u3069\u3046\u304b\u3001Netflix\u306e\u6295\u8cc7\u5bb6\u306f\u8ab0\u3082\u77e5\u3089\u306a\u3044\u3002\u6628\u4eca\u306e\u5e02\u5834\u306f\u3001\u9060\u3044\u672a\u6765\u306e\u8f1d\u304b\u3057\u3044\u30b9\u30c8\u30fc\u30ea\u30fc\u3092\u8a9e\u308b\u9298\u67c4\u304c\u4e0a\u304c\u308b\u76f8\u5834\u306a\u306e\u3067\u3042\u308b\u300d<\/p>\n<p><strong>Micron (NASDAQ:MU)<\/strong><\/p>\n<p><a href=\"https:\/\/www.google.com\/finance?q=NASDAQ:MU\" target=\"_blank\">Google Finance &#8211; Micron Technology (NASDAQ:MU)<\/a><\/p>\n<p>\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306eMicron\u306f\u3053\u3053\u3067\u3082\u7d39\u4ecb\u3057\u3066\u304d\u305f\u9298\u67c4\u3067\u3042\u308a\u3001\u307e\u305f\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u3067\u3082\u3042\u3063\u305f\u304c\u30012Q\u306e\u6c7a\u7b97\u304c\u4e0d\u632f\u306b\u7d42\u308f\u3063\u305f\u3053\u3068\u3067\u682a\u4fa1\u304c\u5927\u5e45\u306b\u4e0b\u843d\u3057\u305f\u3002\u500b\u4eba\u7684\u306b\u3082\u304b\u306a\u308a\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u53d6\u3063\u3066\u3044\u305f\u306e\u3067\u3001\u4e45\u3005\u306e\u5927\u640d\u3067\u3042\u308b\u3002<\/p>\n<p>\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u3082\u300cMicron\u306f\u308f\u308c\u308f\u308c\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u306a\u304b\u3067\u4e00\u756a\u306e\u8ca0\u3051\u72ac\u3068\u306a\u3063\u305f\u3002\u534a\u5c0e\u4f53\u306f\u696d\u7e3e\u306e\u826f\u3057\u60aa\u3057\u306b\u5468\u671f\u306e\u3042\u308b\u696d\u7a2e\u3067\u3042\u308a\u3001\u6b8b\u5ff5\u306a\u304c\u3089\u3001\u308f\u308c\u308f\u308c\u306f\u5468\u671f\u3092\u9003\u3057\u305f\u3088\u3046\u3067\u3042\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u308b\u3002<\/p>\n<p>\u4eca\u5f8c\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u306f\u300cMicron\u306f\u6b21\u306e\u3044\u304f\u3064\u304b\u306e\u56db\u534a\u671f\u306b\u5f71\u97ff\u3057\u3046\u308b\u88fd\u9020\u4e0a\u306e\u554f\u984c\u3092\u62b1\u3048\u3066\u3044\u308b\u304c\u3001\u305d\u308c\u3067\u3082\u682a\u306f\u58f2\u3089\u308c\u3059\u304e\u3066\u3044\u308b\u300d\u3068\u66f8\u3044\u3066\u304a\u308a\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u5206\u6790\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u300c\u4e0d\u632f\u306b\u7d42\u308f\u3063\u305f\u4eca\u56de\u306e\u56db\u534a\u671f\u306e\u7d14\u5229\u76ca\u30924\u500d\u3059\u308c\u3070\u3001P\/E\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\u306f12\u3001\u6700\u8fd1\u3067\u4e00\u756a\u597d\u8abf\u3060\u3063\u305f\u56db\u534a\u671f\u30924\u500d\u3059\u308c\u3070P\/E\u306f5\u3068\u306a\u308b\u304c\u3001Micron\u306e\u696d\u7e3e\u306f\u3044\u305a\u308c\u3053\u306e\u30d4\u30fc\u30af\u306e\u7d14\u5229\u76ca\u3092\u8d85\u3048\u3066\u304f\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002Micron\u304c\u88fd\u9020\u3059\u308bDRAM\u3068NAND\u306f\u3001\u4eca\u5f8c\u8f1d\u304b\u3057\u3044\u5206\u91ce\u3060\u304b\u3089\u3067\u3042\u308b\u300d<\/p>\n<p>\u500b\u4eba\u7684\u306b\u3082\u3053\u306e\u610f\u898b\u306b\u540c\u610f\u3067\u3042\u308a\u3001PC\u9700\u8981\u306e\u843d\u3061\u8fbc\u307f\u3067\u4e00\u6642\u7684\u306b\u8edf\u8abf\u3068\u306a\u3063\u305f\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306f\u3001\u30e2\u30d0\u30a4\u30eb\u3068\u30bf\u30d6\u30ec\u30c3\u30c8\u3001\u305d\u3057\u3066\u30af\u30e9\u30a6\u30c9\u306e\u652f\u914d\u3059\u308b\u4eca\u5f8c\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u696d\u754c\u3067\u975e\u5e38\u306b\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3060\u308d\u3046\u3002\u6c7a\u7b97\u306e\u5206\u6790\u306f\u4ee5\u4e0b\u306e\u8a18\u4e8b\u3092\u898b\u3066\u6b32\u3057\u3044\u3002<\/p>\n<ul>\n<li><a title=\"\u901f\u5831: 2015\u5e744-6\u6708\u671fMicron\u6c7a\u7b97\u306f\u4e88\u60f3\u4e0b\u56de\u308b\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/1187\">\u901f\u5831: 2015\u5e744-6\u6708\u671fMicron\u6c7a\u7b97\u306f\u4e88\u60f3\u4e0b\u56de\u308b<\/a><\/li>\n<\/ul>\n<p>\u3057\u304b\u3057\u3084\u306f\u308a\u9577\u671f\u6295\u8cc7\u3068\u306a\u308a\u3001\u77ed\u671f\u7684\u306b\u306f\u6295\u8cc7\u5bb6\u306fPC\u696d\u754c\u306e\u843d\u3061\u8fbc\u307f\u3092\u4ed6\u9298\u67c4\u306e\u7a7a\u58f2\u308a\u306a\u3069\u3067\u30d8\u30c3\u30b8\u3092\u3059\u308b\u5fc5\u8981\u304c\u51fa\u3066\u304f\u308b\u3068\u60f3\u5b9a\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u3061\u306a\u307f\u306b14\u65e5\u3001\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u7d2b\u5149\u96c6\u56e3\u304cMicron\u306b\u5bfe\u3057\u8cb7\u53ce\u63d0\u6848\u3092\u884c\u3063\u305f\u3068\u5831\u9053\u3055\u308c\u305f\u3053\u3068\u3067Micron\u306e\u682a\u4fa1\u306f11%\u306e\u6025\u53cd\u767a\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n<p><strong>\u30ae\u30ea\u30b7\u30e3<\/strong><\/p>\n<p>\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u306f\u5f15\u304d\u7d9a\u304d\u30ae\u30ea\u30b7\u30e3\u306e\u9280\u884c\u306b\u5c11\u984d\u306e\u6295\u8cc7\u3092\u3057\u3066\u3044\u308b\u304c\u3001\u640d\u5931\u3082\u30ea\u30b9\u30af\u3082\u5927\u304d\u304f\u306a\u3044\u3068\u66f8\u3044\u3066\u3044\u308b\u3002<\/p>\n<p>\u30ae\u30ea\u30b7\u30e3\u554f\u984c\u306b\u95a2\u3059\u308b\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306e\u610f\u898b\u306f\u3001\u308f\u305f\u3057\u3084\u4ed6\u306e\u7d4c\u6e08\u5b66\u8005\u30fb\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u3082\u306e\u3068\u540c\u3058\u3067\u3042\u308a\u3001\u300c\u7dca\u7e2e\u8ca1\u653f\u306f\u7d4c\u6e08\u3092\u6539\u5584\u3057\u306a\u304b\u3063\u305f\u3057\u3001\u8ca0\u50b5\u306f\u7dad\u6301\u4e0d\u53ef\u80fd\u3067\u3042\u308b\u300d\u3068\u8ff0\u3079\u3066\u3044\u308b\u304c\u3001\u30ae\u30ea\u30b7\u30e3\u653f\u5e9c\u306e\u632f\u308b\u821e\u3044\u306b\u3064\u3044\u3066\u306f\u5426\u5b9a\u7684\u3067\u3042\u308b\u3002\u30ae\u30ea\u30b7\u30e3\u554f\u984c\u306e\u7d4c\u6e08\u5b66\u7684\u672c\u8cea\u306b\u3064\u3044\u3066\u306f\u4ee5\u4e0b\u306e\u8a18\u4e8b\u306b\u66f8\u3044\u305f\u3002<\/p>\n<ul>\n<li><a title=\"\u30ae\u30ea\u30b7\u30e3\u304c\u30c7\u30d5\u30a9\u30eb\u30c8\u3068\u30e6\u30fc\u30ed\u570f\u96e2\u8131\u3092\u304b\u3051\u3066\u56fd\u6c11\u6295\u7968: \u30c9\u30a4\u30c4\u306f\u91d1\u3092\u6255\u3046\u3079\u304d\u3067\u3042\u308b\" href=\"http:\/\/www.globalmacroresearch.org\/jp\/archives\/1190\">\u30ae\u30ea\u30b7\u30e3\u304c\u30c7\u30d5\u30a9\u30eb\u30c8\u3068\u30e6\u30fc\u30ed\u570f\u96e2\u8131\u3092\u304b\u3051\u3066\u56fd\u6c11\u6295\u7968: 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4-6\u6708\u671f\u306e\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u30d1 &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/1273\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">2015\u5e742Q\u3001\u30a2\u30a4\u30f3\u30db\u30fc\u30f3\u6c0f\u306e\u30b0\u30ea\u30fc\u30f3\u30e9\u30a4\u30c8\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u6295\u8cc7\u5bb6\u5411\u3051\u66f8\u7c21: Netflix\u3001Micron\u3001\u30ae\u30ea\u30b7\u30e3\u554f\u984c<\/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":[60,68,79,81],"class_list":["post-1273","post","type-post","status-publish","format-standard","hentry","category-news","tag-david-einhorn","tag-micron-technology-nasdaq-mu","tag-grexit","tag-netflix-nasdaq-nflx"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/1273","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=1273"}],"version-history":[{"count":5,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/1273\/revisions"}],"predecessor-version":[{"id":1278,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/1273\/revisions\/1278"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=1273"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=1273"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=1273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}