{"id":1059,"date":"2022-01-28T22:30:57","date_gmt":"2022-01-28T13:30:57","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1059"},"modified":"2022-01-28T22:30:57","modified_gmt":"2022-01-28T13:30:57","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%83%a9%e3%83%a0%e3%83%bb%e3%83%aa%e3%82%b5%e3%83%bc%e3%83%81-nasdaqlrcx2021%e5%b9%b4%e7%ac%ac4%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1059","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1 (NASDAQ:LRCX)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09"},"content":{"rendered":"<p>\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1 (NASDAQ:LRCX)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>EPS\u306f\u30af\u30ea\u30a2\u3057\u3066\u307e\u3057\u305f\u304c\u58f2\u308a\u4e0a\u3052\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u60aa\u304f\u682a\u4fa1\u304c\u6025\u843d\u3057\u3066\u3044\u307e\u3059\u306d\u3002<\/p>\n<p>\uff11\uff12\u6708\u4e0b\u65ec\u306b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u554f\u984c\u304c\u60aa\u5316\u3057\u3001\u696d\u7e3e\u306b\u77ed\u671f\u7684\u306a\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\uff12\uff10\uff12\uff12\u5e74\u306b\u306f\u518d\u3073\u30a6\u30a7\u30fc\u30cf\u88fd\u9020\u88c5\u7f6e\u6295\u8cc7\u304c\u5897\u52a0\u3057\u3001\u518d\u3073\u529b\u5f37\u3044\u6210\u9577\u306e\u5e74\u306b\u3064\u306a\u304c\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u308b\u306e\u3067\u4eca\u5f8c\u3082\u6ce8\u8996\u3057\u3066\u3044\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<div id=\"attachment_1060\" style=\"width: 680px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1060\" class=\"wp-image-1060\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/01\/LRCX_2022-01-28_22-27-44-300x168.png\" alt=\"\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1 (NASDAQ:LRCX)\u682a\u4fa1\" width=\"670\" height=\"375\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/01\/LRCX_2022-01-28_22-27-44-300x168.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/01\/LRCX_2022-01-28_22-27-44-1024x575.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/01\/LRCX_2022-01-28_22-27-44-768x431.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/01\/LRCX_2022-01-28_22-27-44-940x528.png 940w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/01\/LRCX_2022-01-28_22-27-44.png 1478w\" sizes=\"auto, (max-width: 670px) 100vw, 670px\" \/><p id=\"caption-attachment-1060\" class=\"wp-caption-text\">\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1 (NASDAQ:LRCX)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1 (NASDAQ:LRCX)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>2022\u5e741\u670826\u65e517\u664200\u5206\uff08\u65e5\u672c\u6642\u9593\uff09<\/p>\n<p>Call participants:<br \/>\nTina Correia &#8212; Corporate Vice President, Corporate Finance and Investor Relations<br \/>\nTim Archer &#8212; President and Chief Executive Officer<br \/>\nDoug Bettinger &#8212; Executive Vice President and Chief Financial Officer<br \/>\nHarlan Sur &#8212; J.P. Morgan &#8212; Analyst<br \/>\nKrish Sankar &#8212; Cowen and Company &#8212; Analyst<br \/>\nC.J. Muse &#8212; Evercore ISI &#8212; Analyst<br \/>\nUnknown speaker<br \/>\nStacy Rasgon &#8212; Bernstein Research &#8212; Analyst<br \/>\nJohn Pitzer &#8212; Credit Suisse &#8212; Analyst<br \/>\nMark Lipacis &#8212; Jefferies &#8212; Analyst<br \/>\nJoe Moore &#8212; Morgan Stanley &#8212; Analyst<br \/>\nPatrick Ho &#8212; Stifel Financial Corp. &#8212; Analyst<br \/>\nAtif Malik &#8212; Citi &#8212; Analyst<br \/>\nMore LRCX analysis<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001Lam Research Corporation \u306e 2021 \u5e74 12 \u6708\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u3053\u3053\u3067\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\uff06IR\u62c5\u5f53\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u306e\u30c6\u30a3\u30ca\u30fb\u30b3\u30ec\u30a4\u30a2\u306b\u4f1a\u8b70\u3092\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u3046\u305e\u3001\u3069\u3046\u305e\u3001\u5965\u69d8\u3002<\/p>\n<p>\u30c6\u30a3\u30ca\u30fb\u30b3\u30ec\u30a4\u30a2 &#8212; \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\uff06\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u305d\u3057\u3066\u7686\u3055\u3093\u3053\u3093\u306b\u3061\u306f\u3002\u30e9\u30e0\u30ea\u30b5\u30fc\u30c1\u306e\u56db\u534a\u671f\u53ce\u76ca\u306b\u95a2\u3059\u308b\u96fb\u8a71\u4f1a\u8b70\u3078\u3088\u3046\u3053\u305d\u3002\u672c\u65e5\u306f\u3001\u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306eTim Archer\u3068\u3001\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306eDoug Bettinger\u304c\u51fa\u5e2d\u3057\u3066\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u4e8b\u696d\u74b0\u5883\u306b\u95a2\u3059\u308b\u6982\u8981\u3092\u304a\u4f1d\u3048\u3057\u30012021\u5e7412\u6708\u671f\u306e\u696d\u7e3e\u30682022\u5e743\u6708\u671f\u306e\u898b\u901a\u3057\u3092\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<p>\u6c7a\u7b97\u306e\u8a73\u7d30\u3092\u8a18\u3057\u305f\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306f\u3001\u672c\u65e5\u5348\u5f8c1\u6642\uff08\u7c73\u56fd\u592a\u5e73\u6d0b\u6642\u9593\uff09\u904e\u304e\u306b\u914d\u4fe1\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30ea\u30ea\u30fc\u30b9\u306f\u3001\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u60c5\u5831\u30bb\u30af\u30b7\u30e7\u30f3\u306b\u3082\u63b2\u8f09\u3055\u308c\u3066\u304a\u308a\u3001\u672c\u65e5\u306e\u901a\u8a71\u306b\u4f7f\u7528\u3059\u308b\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u30fb\u30b9\u30e9\u30a4\u30c9\u3082\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u672c\u65e5\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304a\u3088\u3073\u8cea\u7591\u5fdc\u7b54\u306b\u306f\u3001SEC\u63d0\u51fa\u66f8\u985e\u3067\u958b\u793a\u3055\u308c\u3066\u3044\u308b\u30ea\u30b9\u30af\u8981\u56e0\u306b\u8a72\u5f53\u3059\u308b\u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u3092\u4f34\u3046\u5c06 \u6765 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&#8212; J.P.\u30e2\u30eb\u30ac\u30f3 &#8212; 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&#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30cf\u30fc\u30e9\u30f3\u3002<\/p>\n<p>Harlan Sur &#8212; J.P. Morgan &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3048\u3048\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30b3\u30fc\u30a6\u30a7\u30f3\u30a2\u30f3\u30c9\u30ab\u30f3\u30d1\u30cb\u30fc\u306e\u30af\u30ea\u30b7\u30e5\u30fb\u30b5\u30f3\u30ab\u30fc\u3055\u3093\u304b\u3089\u6b21\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p>Krish Sankar &#8212; Cowen and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u30c0\u30b0\u3068\u30c6\u30a3\u30e0\u306f\u3001\u4eca\u5e74\u306eWFE\u30921,000\u5104\u5186\u306b\u3059\u308b\u3068\u8a00\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u73fe\u5728\u306eWFE\u30e9\u30f3\u30ec\u30fc\u30c8\u3092\u898b\u308b\u3068\u3001900\u5104\u5186\u53f0\u524d\u534a\u304b\u3089\u534a\u3070\u3068\u3044\u3063\u305f\u3068\u3053\u308d\u3067\u3057\u3087\u3046\u304b\u3002\u3067\u3059\u304b\u3089\u30011,000\u5104\u5186\u306b\u5230\u9054\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u4e0b\u671f\u306e\u30e9\u30f3\u30ec\u30fc\u30c8\u306f1,050\u5104\u304b\u30891,100\u5104\u5186\u304f\u3089\u3044\u306b\u306a\u3089\u306a\u3044\u3068\u3044\u3051\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u9700\u8981\u304c\u5f37\u304f\u3001\u4eca\u65e5\u306f\u4f9b\u7d66\u5236\u7d04\u306e\u8a71\u3070\u304b\u308a\u3060\u3068\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u79c1\u306e\u8a08\u7b97\u304c\u6b63\u3057\u3051\u308c\u3070\u3001WFE\u3068\u53ce\u76ca\u306f\u4e0b\u534a\u671f\u306b\u30b9\u30c6\u30c3\u30d7\u30a2\u30c3\u30d7\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u30e9\u30e0\u306e\u53ce\u76ca\u306f\u4eca\u5e74\u306e\u4e0b\u534a\u671f\u306b\u5897\u52a0\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u7d9a\u3044\u3066\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30ac\u30fc\uff08Doug Bettinger\uff09\uff1a\u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u672c\u5f53\u306e\u9700\u8981\u304c\u3069\u3053\u306b\u3042\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u304c\u3001\u4eca\u5e74\u306e\u524d\u534a\u306e\u696d\u754c\u306f\u3084\u3084\u4f9b\u7d66\u4e0d\u8db3\u306b\u306a\u308b\u3068\u601d\u3046\u304b\u3089\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5e74\u306f\u5f8c\u534a\u306b\u30a6\u30a8\u30a4\u30c8\u3092\u7f6e\u3044\u305f\u652f\u51fa\u306b\u306a\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Krish Sankar &#8212; Cowen and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u30c0\u30b0\u3001\u3053\u306e\u4ef6\u306b\u95a2\u3057\u3066\u88dc\u8db3\u3057\u3066\u304a\u304f\u3068\u3001\u4e0b\u534a\u671f\u306b\u53ce\u76ca\u304c\u4e0a\u304c\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc\uff08Doug Bettinger\uff09\uff1a\u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n<p>Krish Sankar &#8212; \u30b3\u30fc\u30a6\u30a7\u30f3\u30a2\u30f3\u30c9\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u306a\u308b\u307b\u3069\u3002\u5341\u5206\u30d5\u30a7\u30a2\u3060\u3002\u7d9a\u3044\u3066\u306e\u8cea\u554f\u306f\u3001\u4e2d\u56fd\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u300112\u6708\u306f\u56fd\u5185\u304c\u304b\u306a\u308a\u597d\u8abf\u3060\u3063\u305f\u3068\u306e\u3053\u3068\u3067\u3059\u306d\u3002<\/p>\n<p>\u4eca\u5e74\u3082\u4e2d\u56fd\u56fd\u5185\u306f\u597d\u8abf\u306e\u3088\u3046\u3067\u3059\u306d\u3002\u305d\u306e\u8981\u56e0\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u6700\u8fd1\u3001YMTC\u306e\u89aa\u4f1a\u793e\u3067\u3042\u308b\u6e05\u83ef\u304c\u554f\u984c\u3092\u8d77\u3053\u3057\u305f\u3068\u3044\u3046\u30cb\u30e5\u30fc\u30b9\u304c\u3042\u308a\u307e\u3057\u305f\u306d\u3002\u305d\u306e\u305f\u3081\u3001\u4e00\u90e8\u306e\u6295\u8cc7\u5bb6\u306f\u3001YMTC\u306e\u4eca\u5e74\u306eWFE\u3078\u306e\u8a2d\u5099\u6295\u8cc7\u304c\u5236\u9650\u3055\u308c\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u5fc3\u914d\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u6c17\u306b\u306a\u308b\u306e\u306f\u3001\u4eca\u5e74\u306e\u4e2d\u56fdWFE\u3092\u727d\u5f15\u3059\u308b\u306e\u306f\u4f55\u3060\u3068\u601d\u308f\u308c\u307e\u3059\u304b\uff1f\u305d\u308c\u3068\u3082\u3001YMTC\u306e\u3088\u3046\u306a\u5927\u624b\u4f01\u696d\u304c\u3001\u4eca\u5e74\u306e\u4e2d\u56fd\u56fd\u5185WFE\u306e\u5927\u304d\u306a\u90e8\u5206\u3092\u5360\u3081\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u4e2d\u56fdWFE\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u306b\u307e\u305f\u304c\u308b\u975e\u5e38\u306b\u5e45\u5e83\u3044\u9700\u8981\u304c\u6b8b\u3063\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u5b9f\u969b\u3001\u65b0\u3057\u3044\u30d5\u30a1\u30d6\u3084\u65b0\u3057\u3044\u30d7\u30ec\u30fc\u30e4\u30fc\u304c\u5e02\u5834\u306b\u53c2\u5165\u3057\u3066\u3044\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u305d\u306e\u4e2d\u306b\u306f\u5927\u624b\u4f01\u696d\u3082\u542b\u307e\u308c\u307e\u3059\u304c\u3001\u305d\u306e\u591a\u304f\u306f\u3001\u79c1\u305f\u3061\u304c\u77e5\u3063\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u975e\u5e38\u306b\u53b3\u3057\u3044\u6700\u5148\u7aef\u6280\u8853\u306e\u72b6\u6cc1\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u30d5\u30a1\u30d6\u306a\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306fWFE\u306b\u3068\u3063\u3066\u304b\u306a\u308a\u5927\u304d\u306a\u539f\u52d5\u529b\u306b\u306a\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3057\u3001Lam\u306f\u3053\u306e\u5e02\u5834\u306b\u3046\u307e\u304f\u53c2\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30c0\u30b0\u304c\u30ea\u30e9\u30a4\u30a2\u30f3\u30c8\u4e8b\u696d\u306b\u3064\u3044\u3066\u89e6\u308c\u307e\u3057\u305f\u304c\u3001\u4e8b\u696d\u306e\u9762\u3067\u306f\u5f15\u304d\u7d9a\u304d\u8a18\u9332\u7684\u306a\u6210\u679c\u3092\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u591a\u304f\u306f\u3001\u4e2d\u56fd\u306e\u3088\u3046\u306a\u6700\u5148\u7aef\u30ce\u30fc\u30c9\u3078\u306e\u6295\u8cc7\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>Krish\u3001\u6295\u8cc7\u306e\u63d0\u6848\u8005\u306f&#8230;\u79c1\u304c\u8a00\u3044\u305f\u304b\u3063\u305f\u306e\u306f\u3001\u975e\u5e38\u306b\u5e45\u5e83\u3044\u9867\u5ba2\u5c64\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3001Krish\u3002\u6b63\u76f4\u306a\u3068\u3053\u308d\u3001\u3042\u306a\u305f\u304c\u805e\u3044\u305f\u3053\u3068\u3082\u306a\u3044\u3088\u3046\u306a\u4eba\u305f\u3061\u304c\u305f\u304f\u3055\u3093\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u4e2d\u56fd\u306b\u306f\u304a\u91d1\u3092\u4f7f\u3046\u4eba\u305f\u3061\u306e\u30ed\u30f3\u30b0\u30c6\u30fc\u30eb\u304c\u3042\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Krish Sankar &#8212; Cowen and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u305f\u3060 &#8212; \u30c6\u30a3\u30e0\u3001\u306f\u3063\u304d\u308a\u3055\u305b\u3066\u304a\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u73fe\u6642\u70b9\u3067\u306f\u6e05\u83ef\u306b\u95a2\u3059\u308b\u3059\u3079\u3066\u306e\u4e2d\u56fd\u306e\u30cb\u30e5\u30fc\u30b9\u306b\u3064\u3044\u3066\u3001\u3042\u307e\u308a\u5fc3\u914d\u3057\u3066\u3044\u306a\u3044\u306e\u3067\u3059\u304b\uff1f<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u904e\u5270\u306a\u5fc3\u914d\u306f\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u4e2d\u56fd\u306b\u306f\u3001\u5f7c\u3089\u304c\u62b1\u8ca0\u306b\u63b2\u3052\u3066\u3044\u308b\u6295\u8cc7\u306b\u5bfe\u3057\u3066\u5341\u5206\u306a\u6d41\u52d5\u6027\u304c\u3042\u308a\u307e\u3059\u304b\u3089\u3002<\/p>\n<p>Krish Sankar &#8212; \u30b3\u30fc\u30a6\u30a7\u30f3\u30a2\u30f3\u30c9\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc\uff08Doug Bettinger\uff09 &#8212; \u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3069\u3046\u3044\u305f\u3057\u307e\u3057\u3066\u3001\u30af\u30ea\u30b7\u30e5\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306b\u3001Evercore\u306eC.J.\u30df\u30e5\u30fc\u30ba\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>C.J.\u30df\u30e5\u30fc\u30ba &#8212; \u30a8\u30d0\u30fc\u30b3\u30a2ISI &#8212; 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&#8212; 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\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u30de\u30ec\u30fc\u30b7\u30a2\u306f\u3001\u4e0b\u534a\u671f\u306b\u5165\u308b\u3068\u78ba\u304b\u306b\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306b\u8ffd\u3044\u98a8\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u53f0\u672c\u306e\u4e2d\u3067\u3001\u79c1\u306f\u57fa\u672c\u7684\u306b\u300122\u5e74\u306e\u6b8b\u308a\u306e\u66a6\u5e74\u3092\u898b\u901a\u3059\u3068\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u73fe\u5728\u306e\u6c34\u6e96\u304b\u3089\u6539\u5584\u3055\u308c\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3001\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002\u305d\u306e\u8981\u56e0\u306e\u3072\u3068\u3064\u306f\u30de\u30ec\u30fc\u30b7\u30a2\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6539\u5584\u3001\u305d\u3057\u3066\u65b0\u88fd\u54c1\u306e\u767a\u58f2\u3068\u305d\u306e\u30df\u30c3\u30af\u30b9\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u3068\u306f\u3044\u3048\u3001\u3044\u304f\u3064\u304b\u8003\u3048\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u672a\u77e5\u306e\u30b9\u30d4\u30fc\u30ab\u30fc<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u305d\u308c\u304b\u3089\u3001\u4e2d\u56fd\u56fd\u5185\u306eWFE\u306b\u3064\u3044\u3066\u5c11\u3057\u89e6\u308c\u3066\u304a\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u30012021\u5e74\u306f\u3069\u3053\u304b\u3089\u5165\u3063\u3066\u304d\u3066\u30012022\u5e74\u306b\u306f\u4e2d\u56fd\u56fd\u5185\u304b\u3089\u5165\u3063\u3066\u304f\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001\u79c1\u305f\u3061\u304c\u3053\u308c\u307e\u3067\u8a71\u3057\u3066\u304d\u305f\u3088\u3046\u306b\u300121\u5e74\u306f\u6210\u9577\u306e\u5e74\u3067\u3057\u305f\u3002\u3069\u306e\u304f\u3089\u3044\u304b\u306f\u6570\u5024\u5316\u3057\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001\u975e\u5e38\u306b\u3001\u4e88\u60f3\u901a\u308a\u306e\u7d50\u679c\u3067\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u30012020\u5e74\u3092\u3001\u4e2d\u56fd\u56fa\u6709\u306eWFE\u304c\u6628\u5e74\u304a\u3088\u305d100\u5104\u30c9\u30eb\u6210\u9577\u3057\u305f\u3068\u8aac\u660e\u3057\u307e\u3057\u305f\u3002\u4eca\u5e74\u3082\u4f38\u3073\u308b\u3088\u3001\u3068\u8a00\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u767a\u8a00\u8005\u4e0d\u660e<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u3069\u3046\u3044\u305f\u3057\u307e\u3057\u3066\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306b\u3001\u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30b9\u30c6\u30a4\u30b7\u30fc\u30fb\u30e9\u30b9\u30b4\u30f3\u3055\u3093\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Stacy Rasgon &#8212; \u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u7686\u3055\u3093\u3001\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u5e74\u306eWFE\u4e88\u6e2c\u306b\u95a2\u3057\u3066\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u30df\u30c3\u30af\u30b9\u306b\u3064\u3044\u3066\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002WFE\u5e02\u5834\u305d\u306e\u3082\u306e\u304c2022\u5e74\u306b\u3069\u306e\u3088\u3046\u306b\u306a\u308b\u3068\u898b\u3066\u3044\u308b\u304b\u306b\u6cbf\u3063\u3066\u6210\u9577\u3059\u308b\u80fd\u529b\u306b\u95a2\u3057\u3066\u3001\u305d\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u4e0d\u5229\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u30b9\u30c6\u30a4\u30b7\u30fc\u3001\u3044\u3044\u8cea\u554f\u3060\u306d\u300222\u5e74\u306e\u6210\u9577\u7387\u3092\u898b\u308b\u3068\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\/\u30ed\u30b8\u30c3\u30af\u306e\u6210\u9577\u304c\u6700\u3082\u9ad8\u3044\u30ec\u30d9\u30eb\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u304c\u73fe\u72b6\u3067\u3059\u3002\u3053\u308c\u306f\u3088\u304f\u77e5\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3042\u306a\u305f\u306e\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u8cea\u554f\u306b\u306f\u3001\u6b74\u53f2\u7684\u306b\u898b\u308b\u3068\u3001\u30e1\u30e2\u30ea\u3068\u6bd4\u8f03\u3057\u3066\u3001\u79c1\u305f\u3061\u306e\u30b7\u30a7\u30a2\u306f\u3084\u3084\u4f4e\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u30532\u30013\u5e74\u3067\u7d20\u6674\u3089\u3057\u3044\u6210\u9577\u3092\u9042\u3052\u307e\u3057\u305f\u3002\u3053\u308c\u304b\u3089\u3082\u305d\u3046\u3057\u307e\u3059\u3002<\/p>\n<p>2021\u5e74\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3001\u30ed\u30b8\u30c3\u30af\u306e\u30b7\u30a7\u30a2\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u826f\u3044\u5e74\u3067\u3057\u305f\u30022021\u5e74\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3068\u30ed\u30b8\u30c3\u30af\u3067\u826f\u3044\u30b7\u30a7\u30a2\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u5e74\u3067\u3057\u305f\u304b\u3089\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306b\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u300122\u5e74\u306eWFE\u3092\u898b\u308b\u3068\u3001\u30e1\u30e2\u30ea\u304c\u5927\u304d\u304f\u4f38\u3073\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>Stacy\u3001\u79c1\u306f&#8230;&#8230;\u3064\u307e\u308a\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\/\u30ed\u30b8\u30c3\u30af\u306e\u73fe\u72b6\u3068\u4eca\u5f8c\u306e\u8a08\u753b\u306b\u3064\u3044\u3066\u3001\u4f55\u5ea6\u3082\u8cea\u554f\u3092\u53d7\u3051\u3066\u304d\u305f\u3053\u3068\u3092\u7533\u3057\u4e0a\u3052\u305f\u3044\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u88fd\u54c1\u958b\u767a\u306e\u591a\u304f\u3092\u3001\u6280\u8853\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u5148\u982d\u306b\u7acb\u3064\u3088\u3046\u306a\u88fd\u54c1\u306b\u96c6\u4e2d\u3055\u305b\u305f\u306e\u3067\u3059\u3002\u305d\u306e\u4ee3\u8868\u7684\u306a\u88fd\u54c1\u3092\u3044\u304f\u3064\u304b\u6319\u3052\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u4f8b\u3048\u3070\u3001Atomic Layer Deposition\u9078\u629e\u30a8\u30c3\u30c1\u30f3\u30b0\u3001\u4f4eRC\u6750\u6599\u3001\u30c9\u30e9\u30a4EUV\u30ec\u30b8\u30b9\u30c8\u3001\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b93D\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306a\u3069\u306e\u5206\u91ce\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3084\u30ed\u30b8\u30c3\u30af\u306e\u652f\u51fa\u5897\u3068\u5bc6\u63a5\u306b\u7d50\u3073\u3064\u3044\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u3053\u308c\u3089\u306e\u591a\u304f\u306f\u3001ALD\u3084\u9078\u629e\u30a8\u30c3\u30c1\u30f3\u30b0\u306e\u3088\u3046\u306b\u3001\u5f53\u793e\u306e\u30e1\u30e2\u30ea\u5206\u91ce\u306e\u5f37\u307f\u306b\u3064\u306a\u304c\u308b\u3082\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3084\u30ed\u30b8\u30c3\u30af\u3078\u306e\u6295\u8cc7\u304c\u6700\u7d42\u7684\u306b\u4f1a\u793e\u306b\u3068\u3063\u3066\u30d7\u30e9\u30b9\u306b\u306a\u308b\u3088\u3046\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u4f4d\u7f6e\u3065\u3051\u3092\u3059\u308b\u3053\u3068\u3092\u610f\u8b58\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u524d\u9032\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3057\u3001\u4eca\u5f8c\u3082\u305d\u3046\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>Stacy Rasgon &#8212; \u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u3064\u307e\u308a\u300121\u5e74\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\/\u30ed\u30b8\u30c3\u30af\u306e\u30b7\u30a7\u30a2\u62e1\u5927\u304c22\u5e74\u3082\u7d9a\u304f\u3068\u898b\u3066\u3044\u308b\u306e\u3067\u3059\u306d\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3048\u3048\u3001\u3053\u306e\u52e2\u3044\u306f22\u5e74\u3082\u7d9a\u304f\u3068\u601d\u3044\u307e\u3059\u3001\u30b9\u30c6\u30a4\u30b7\u30fc\u3001\u306f\u3044\u3002<\/p>\n<p>Stacy Rasgon &#8212; Bernstein Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u52a9\u304b\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30b8\u30e7\u30f3\u30fb\u30d4\u30c3\u30c4\u30a1\u30fc\u3055\u3093\u304b\u3089\u6b21\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p>John Pitzer &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3001\u8cea\u554f\u3055\u305b\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002\u591a\u304f\u306e\u4eba\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u79c1\u3082\u8907\u6570\u306e\u96fb\u8a71\u3092\u639b\u3051\u6301\u3061\u3057\u3066\u3044\u308b\u306e\u3067\u3001\u5c11\u3057\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u304a\u8a31\u3057\u304f\u3060\u3055\u3044\u3002\u3057\u304b\u3057\u3001\u6700\u521d\u306e\u8cea\u554f\u3068\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u80fd\u529b\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30c0\u30b0\u3001\u3053\u308c\u306f\u5c11\u3057\u9577\u671f\u7684\u306a\u8a71\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u534a\u5c0e\u4f53\u7523\u696d\u304c0.5\u5146\u30c9\u30eb\u306e\u58f2\u4e0a\u3092\u9054\u6210\u3059\u308b\u306e\u306b50\u5e74\u304b\u304b\u3063\u305f\u3068\u3044\u3046\u72b6\u6cc1\u304c\u3042\u308a\u307e\u3059\u3088\u306d\u3002\u305d\u3057\u3066\u3001\u4eca\u5f8c8\u5e74\u3067\u3001\u3055\u3089\u306b5,000\u5104\u30c9\u30eb\u30011\u5146\u30c9\u30eb\u306e\u58f2\u4e0a\u306b\u306a\u308b\u3068\u3044\u3046\u30e2\u30c7\u30eb\u304c\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306a\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u3001\u6570\u5e74\u5358\u4f4d\u3067\u3069\u306e\u3088\u3046\u306a\u6295\u8cc7\u3092\u3059\u308c\u3070\u3044\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u8cb4\u793e\u304c\u30de\u30ec\u30fc\u30b7\u30a2\u3067\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u306f\u3001\u3059\u3067\u306b\u30d0\u30c3\u30af\u30ed\u30b0\u306b\u542b\u307e\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001Analyst Day\u3067\u767a\u8868\u3055\u308c\u305fOPEX\u306e\u76ee\u6a19\u306b\u306f\u3001\u3059\u3067\u306b\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u76db\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001\u79c1\u304c\u3084\u3063\u3066\u307f\u307e\u3059\u306e\u3067\u3001\u30c0\u30b0\u304c\u8ffd\u52a0\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3057\u304b\u3057\u3001\u79c1\u304c\u3061\u3087\u3063\u3068\u8a71\u3057\u305f\u3088\u3046\u306b &#8212; 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Pitzer &#8212; Credit Suisse &#8212; 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&#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3067\u3082\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001\u30e1\u30e2\u30ea\u30fc\u5206\u91ce\u3067\u306f\u304b\u306a\u308a\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f &#8212; 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Pitzer &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30e7\u30f3\u3002\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306e\u30de\u30fc\u30af\u30fb\u30ea\u30d1\u30b7\u30b9\u3055\u3093\u304b\u3089\u6b21\u306e\u8cea\u554f\u3092\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>Mark Lipacis &#8212; Jefferies &#8212; 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&#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u3048\u3048\u3001\u30de\u30fc\u30af\u3002\u305f\u3060\u3072\u3068\u3064\u4ed8\u3051\u52a0\u3048\u308b\u3068\u3059\u308c\u3070\u3001\u901a\u5e38\u3001\u79c1\u305f\u3061\u306f\u534a\u5c0e\u4f53\u3092\u8cfc\u5165\u3059\u308b\u30d3\u30b8\u30cd\u30b9\u3092\u884c\u3063\u3066\u3044\u307e\u305b\u3093\u306d\u3002\u534a\u5c0e\u4f53\u3092\u8abf\u9054\u3059\u308b\u306e\u306f\u3001\u5f53\u793e\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3001\u3042\u308b\u3044\u306f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3042\u308b\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u9867\u5ba2\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3092\u3088\u304f\u7406\u89e3\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u305f\u3081\u306b\u53c2\u5165\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u305d\u308c\u304c\u5f79\u306b\u7acb\u3064\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306b\u306f &#8212; \u660e\u3089\u304b\u306b\u3001\u305d\u3046\u3044\u3046\u4eba\u305f\u3061\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u304b\u3089\u3001\u3088\u308a\u65e9\u304f\u3001\u3088\u308a\u3088\u3044\u3082\u306e\u3092\u4f5c\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3046\u306e\u3067\u3059\u3002<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>Mark Lipacis &#8212; Jefferies &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u305d\u308c\u306f\u52a9\u304b\u308a\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3082\u3057\u3088\u308d\u3057\u3051\u308c\u3070\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u4eca\u5e74\u306f\u975e\u5e38\u306b\u826f\u3044\u898b\u901a\u3057\u3092\u304a\u6301\u3061\u306e\u3088\u3046\u3067\u3001\u611f\u8b1d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2023\u5e74\u306b\u3064\u3044\u3066\u3001\u9867\u5ba2\u3068\u3069\u306e\u3088\u3046\u306a\u4f1a\u8a71\u3092\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u9867\u5ba2\u306f\u305d\u308c\u307b\u3069\u5148\u306e\u6ce8\u6587\u3092\u51fa\u3055\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3057\u3001\u51fa\u3059\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u30012023\u5e74\u304c\u3069\u306e\u3088\u3046\u306a\u5e74\u306b\u306a\u308b\u306e\u304b\u3001\u304a\u5ba2\u3055\u307e\u3068\u8a08\u753b\u306b\u3064\u3044\u3066\u8a71\u3057\u5408\u3046\u3053\u3068\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u306e\u3088\u3046\u306a\u8a71\u3057\u5408\u3044\u304c\u3069\u306e\u3088\u3046\u306b\u884c\u308f\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u4ee5\u4e0a\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u79c1\u305f\u3061\u306f\u3001\u975e\u5e38\u306b\u9577\u3044\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3067\u884c\u308f\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u610f\u601d\u6c7a\u5b9a\u306e\u305f\u3081\u306b\u3001\u5341\u5206\u306a\u8a71\u3057\u5408\u3044\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u88fd\u9020\u65bd\u8a2d\u306e\u62e1\u5f35\u3068\u96c7\u7528\u7387\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u3046\u3061\u306e1\u3064\u306f\u3001\u6bd4\u8f03\u7684\u9577\u3044\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u5fc5\u8981\u306a\u3001\u65b0\u3057\u3044\u304a\u5ba2\u69d8\u306e\u65bd\u8a2d\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u73fe\u5730\u306b\u8d74\u304f\u30a8\u30f3\u30b8\u30cb\u30a2\u306e\u96c7\u7528\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u30012023\u5e74\u306b\u3064\u3044\u3066\u306f\u3001\u3059\u3067\u306b\u304a\u5ba2\u69d8\u3068\u672c\u683c\u7684\u306a\u8a71\u3057\u5408\u3044\u3092\u59cb\u3081\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u3057\u304b\u3057\u30012023\u5e74\u306eWFE\u304c\u3069\u306e\u3088\u3046\u306a\u6570\u5b57\u306b\u306a\u308b\u306e\u304b\u3001\u7686\u3055\u3093\u304c\u304a\u671b\u307f\u306e\u3088\u3046\u306b\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u306e\u306f\u5c11\u3057\u65e9\u3059\u304e\u307e\u3059\u3057\u3001\u4eca\u65e5\u305d\u306e\u3088\u3046\u306a\u8a71\u3092\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u304a\u5ba2\u3055\u307e\u306f\u79c1\u305f\u3061\u306b\u6e96\u5099\u3092\u6574\u3048\u3066\u307b\u3057\u3044\u3068\u3044\u3046\u58f0\u3092\u305f\u304f\u3055\u3093\u5bc4\u305b\u3066\u304f\u3060\u3055\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u540c\u3058\u3088\u3046\u306a\u4f1a\u8a71\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u4eca\u3001\u304a\u5ba2\u69d8\u3068\u983b\u7e41\u306b\u3001\u3057\u304b\u3082\u304b\u306a\u308a\u6df1\u304f\u3001\u305d\u306e\u3088\u3046\u306a\u4f1a\u8a71\u3092\u3057\u3066\u3044\u308b\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u30de\u30fc\u30af\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Mark Lipacis &#8212; Jefferies &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u8a3c\u5238\u306e\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2\u3055\u3093\u304b\u3089\u6b21\u306e\u8cea\u554f\u3092\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>Joe Moore &#8212; \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u554f\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306b\u3001\u3042\u306a\u305f\u65b9\u304c\u8ca0\u62c5\u3057\u3066\u3044\u308b\u30b3\u30b9\u30c8\u306b\u57fa\u3065\u3044\u3066\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u304c\u5727\u8feb\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u306f\u78ba\u304b\u306b\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3042\u306a\u305f\u306e\u9867\u5ba2\u3082\u540c\u3058\u3088\u3046\u306a\u554f\u984c\u306b\u76f4\u9762\u3057\u3066\u304a\u308a\u3001\u5024\u4e0a\u3052\u3092\u884c\u3044\u3001\u305d\u308c\u3092\u9867\u5ba2\u306b\u8ee2\u5ac1\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002\u3082\u3057\u3001\u904b\u8cc3\u3084\u90e8\u54c1\u30b3\u30b9\u30c8\u306a\u3069\u306e\u9ad8\u9a30\u304c\u7d9a\u304f\u3088\u3046\u3067\u3042\u308c\u3070\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f\u6570\u56db\u534a\u671f\u524d\u306e\u6c34\u6e96\u306b\u623b\u308b\u3068\u601d\u3044\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc\uff08Doug Bettinger\uff09\uff1a\u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u30b8\u30e7\u30fc\u3001\u305d\u3046\u3067\u3059\u3002\u79c1\u306f\u7279\u306b&#8230;&#8230;\u3042\u306a\u305f\u3082\u96fb\u8a71\u3092\u98db\u3073\u8d8a\u3057\u3066\u3044\u305f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u306d\u3002\u3064\u307e\u308a\u30013\u6708\u671f\u306f\u5e74\u9593\u3092\u901a\u3058\u3066\u7c97\u5229\u76ca\u7387\u304c\u4f4e\u3044\u6642\u671f\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u8ca8\u7269\u8f38\u9001\u306e\u554f\u984c\u3084\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u304a\u3051\u308b\u305d\u306e\u4ed6\u306e\u554f\u984c\u306b\u3088\u3063\u3066\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u89e3\u6c7a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u4eca\u305d\u308c\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Joe Moore &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306a\u308b\u307b\u3069\u3001\u305d\u308c\u306a\u3089\u7d0d\u5f97\u3067\u3059\u3002\u305d\u308c\u3068\u3082\u3001\u9867\u5ba2\u306b\u30a8\u30af\u30b9\u30da\u30c7\u30a3\u30c3\u30c8\u6599\u91d1\u3092\u8acb\u6c42\u3059\u308b\u306a\u3069\u3057\u3066\u3001\u305d\u306e\u3088\u3046\u306a\u30b3\u30b9\u30c8\u306b\u5bfe\u51e6\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u79c1\u305f\u3061\u306e\u76ee\u7684\u306f\u3001\u304a\u305d\u3089\u304f\u305d\u306e\u4e21\u65b9\u3092\u5c11\u3057\u305a\u3064\u884c\u3046\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001\u3044\u304f\u3064\u304b\u306e\u554f\u984c\u306f\u3001\u696d\u754c\u306e\u30b3\u30b9\u30c8\u69cb\u9020\u3068\u3057\u3066\u5b9a\u7740\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u305d\u306e\u5834\u5408\u3001\u6700\u7d42\u7684\u306b\u306f\u696d\u754c\u306e\u4fa1\u683c\u8a2d\u5b9a\u306b\u53cd\u6620\u3055\u305b\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u5e02\u5834\u306b\u3088\u3063\u3066\u306f\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u304a\u5ba2\u3055\u307e\u3082\u3044\u3089\u3063\u3057\u3083\u308b\u3067\u3057\u3087\u3046\u304b\u3089\u3001\u307e\u305a\u306f\u3067\u304d\u308b\u3060\u3051\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u306b\u52aa\u3081\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30b3\u30b9\u30c8\u3092\u8ee2\u5ac1\u3059\u308b\u3088\u3046\u306a\u5b89\u6613\u306a\u65b9\u6cd5\u306f\u3068\u3089\u305a\u3001\u307e\u305a\u30b3\u30b9\u30c8\u3092\u6392\u9664\u3057\u3001\u305d\u308c\u3067\u3082\u306a\u304a\u6b8b\u308b\u30b3\u30b9\u30c8\u306b\u3064\u3044\u3066\u306f\u3001\u500b\u5225\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Joe Moore &#8212; \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30e7\u30fc\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u6b21\u306e\u8cea\u554f\u306f\u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u306e\u30d1\u30c8\u30ea\u30c3\u30af\u30fb\u30db\u30fc\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30d1\u30c8\u30ea\u30c3\u30af\u30fb\u30db\u30fc &#8212; \u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u79c1\u306e\u8cea\u554f\u306f\u307b\u3068\u3093\u3069\u7b54\u3048\u3089\u308c\u307e\u3057\u305f\u304c\u3001\u591a\u5206\u30c0\u30b0\u306b\u3064\u3044\u3066\u306f\u3001\u4eca\u8d77\u3053\u3063\u3066\u3044\u308b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u554f\u984c\u3067\u3002\u5177\u4f53\u7684\u306a\u7b54\u3048\u3092\u51fa\u3059\u306e\u306f\u96e3\u3057\u3044\u306e\u3067\u3059\u304c\u3001\u65b0\u898f\u51fa\u8377\u3084\u65b0\u898f\u30c4\u30fc\u30eb\u306b\u5fc5\u8981\u306a\u3082\u306e\u3068\u3001\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30fb\u30d9\u30fc\u30b9\u30fb\u30d3\u30b8\u30cd\u30b9\u3068\u306e\u914d\u5206\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u304b? \u5c11\u306a\u304f\u3068\u3082\u77ed\u671f\u7684\u306b\u306f\u3001\u4e21\u793e\u306e\u9867\u5ba2\u3092\u3067\u304d\u308b\u3060\u3051\u6e80\u8db3\u3055\u305b\u308b\u305f\u3081\u306b\u3001\u3069\u306e\u3088\u3046\u306a\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308d\u3046\u3068\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u3053\u308c\u306f\u30c6\u30a3\u30e0\u3001\u30d1\u30c8\u30ea\u30c3\u30af\u306b\u4efb\u305b\u307e\u3059\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3068\u3044\u3046\u306e\u3082 &#8212; \u79c1\u304c\u7533\u3057\u4e0a\u3052\u305f\u3044\u306e\u306f\u3001\u304a\u5ba2\u3055\u307e\u306b\u3068\u3063\u3066\u6700\u3082\u4fa1\u5024\u306e\u3042\u308b\u30c4\u30fc\u30eb\u306f\u3001\u30b9\u30c8\u30e9\u30c3\u30d7\u306b\u88c5\u7740\u3055\u308c\u3066\u52d5\u3044\u3066\u3044\u308b\u3082\u306e\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3082\u3061\u308d\u3093\u3001\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\u3092\u7a3c\u50cd\u3055\u305b\u3001\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u3092\u7d9a\u3051\u308b\u3053\u3068\u3092\u512a\u5148\u3057\u3066\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u306e\u8cea\u554f\u306b\u3082\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u305d\u3046\u3057\u306a\u3051\u308c\u3070\u3001\u30c1\u30c3\u30d7\u304c\u751f\u7523\u3055\u308c\u306a\u3044\u306e\u3067\u3001\u554f\u984c\u306f\u3055\u3089\u306b\u60aa\u5316\u3057\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u3042\u308b\u6642\u70b9\u3067\u305d\u306e\u5224\u65ad\u3092\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u79c1\u304c\u8a00\u3048\u308b\u3053\u3068\u306f\u3001\u512a\u5148\u9806\u4f4d\u306f\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\u3067\u3042\u308a\u3001\u88fd\u9020\u88c5\u7f6e\u3092\u7dad\u6301\u3057\u3001\u696d\u754c\u306e\u305f\u3081\u306b\u30a6\u30a7\u30fc\u30cf\u3068\u30c1\u30c3\u30d7\u3092\u751f\u7523\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u3057\u304b\u3057\u3001\u30d1\u30c8\u30ea\u30c3\u30af [\u805e\u304d\u53d6\u308c\u305a]\u3069\u3061\u3089\u304b\u4e00\u65b9\u3060\u3051\u3067\u3059\u3002\u30b9\u30da\u30a2\u30d1\u30fc\u30c4\u3092\u4f5c\u308b\u306e\u3068\u65b0\u3057\u3044\u88c5\u7f6e\u3092\u4f5c\u308b\u306e\u306f\u307e\u3063\u305f\u304f\u540c\u3058\u4f9b\u7d66\u30b0\u30eb\u30fc\u30d7\u3067\u306f\u306a\u3044\u306e\u3067\u3001\u3042\u306a\u305f\u304c\u601d\u3063\u3066\u3044\u308b\u307b\u3069\u91cd\u8907\u306f\u3057\u3066\u3044\u306a\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u308c\u306b&#8230;&#8230;\u305d\u3046\u3067\u3059\u306d\u3001\u4eca\u306f\u3059\u3079\u3066\u306e\u5236\u7d04\u304c\u4e88\u5099\u3068\u306a\u308b\u30d1\u30fc\u30c4\u306b\u5b58\u5728\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5f53\u793e\u306e\u30c4\u30fc\u30eb\u306e\u4e00\u90e8\u306e\u30b5\u30d6\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u73fe\u5834\u3067\u4ea4\u63db\u53ef\u80fd\u306a\u30b9\u30da\u30a2\u30e6\u30cb\u30c3\u30c8\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u30c0\u30b0\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u91cd\u8907\u306f\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5b8c\u5168\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30d1\u30c8\u30ea\u30c3\u30af\u30fb\u30db\u30fc &#8212; \u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u30fb\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30d1\u30c8\u30ea\u30c3\u30af\u3002<\/p>\n<p>Tina Correia &#8212; \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30f4\u30a1\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u304a\u3088\u3073\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u3042\u30681\u554f\u3060\u3051\u6642\u9593\u3092\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u6700\u5f8c\u306b\u30b7\u30c6\u30a3\u306e\u30a2\u30c6\u30a3\u30d5\u30fb\u30de\u30ea\u30af\u3055\u3093\u304b\u3089\u3054\u8cea\u554f\u3092\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>Atif Malik &#8212; \u30b7\u30c6\u30a3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30c6\u30a3\u30e0\u3001\u30b2\u30fc\u30c8\u30aa\u30fc\u30eb\u30a2\u30e9\u30a6\u30f3\u30c9\u306e\u9078\u629e\u30a8\u30c3\u30c1\u30f3\u30b0\u306e\u53ce\u76ca\u304c\u4eca\u5e74\u306f\u500d\u5897\u3059\u308b\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u3069\u3046\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\u3002\u3053\u306e\u6a5f\u4f1a\u306e\u5927\u304d\u3055\u306b\u3064\u3044\u3066\u8208\u5473\u304c\u3042\u308b\u306e\u3067\u3059\u304c\u3001\u4eca\u5e74\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u9078\u629e\u30a8\u30c3\u30c1\u30f3\u30b0\u306f\u3001\u30b2\u30fc\u30c8\u30aa\u30fc\u30eb\u30a2\u30e9\u30a6\u30f3\u30c9\u3088\u308a\u3082\u591a\u304f\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u4f7f\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u6b63\u78ba\u306a\u898f\u6a21\u3092\u5b9a\u91cf\u5316\u3059\u308b\u3053\u3068\u306f\u307e\u3060\u3067\u304d\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Atif Malik &#8212; Citi &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u305d\u308c\u304b\u3089\u3001\u30a2\u30c9\u30d0\u30f3\u30b9\u30c9\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3084\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u58f2\u4e0a\u3092\u5b9a\u91cf\u5316\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30c6\u30a3\u30e0\u30fb\u30a2\u30fc\u30c1\u30e3\u30fc &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u79c1\u305f\u3061\u306f&#8230;&#8230;\u5b9f\u969b\u306b\u6570\u5024\u5316\u3057\u305f\u306e\u304b\u3069\u3046\u304b\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3001\u8a00\u3048\u308b\u3053\u3068\u306f\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u91cd\u8981\u306a\u30b9\u30c6\u30c3\u30d7\u3092\u3044\u304f\u3064\u3082\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u3053\u308c\u307e\u3067\u8aac\u660e\u3057\u3066\u304d\u305f\u96fb\u6c17\u30e1\u30c3\u30ad\u3084\u30a8\u30c3\u30c1\u30f3\u30b0\u306a\u3069\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30b7\u30ea\u30b3\u30f3\u8cab\u901a\u96fb\u6975\u306a\u3069\u306e\u9ad8\u30a2\u30b9\u30da\u30af\u30c8\u6bd4\u30d7\u30ed\u30bb\u30b9\u3084\u30013D\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u4f7f\u7528\u3055\u308c\u308b\u30d7\u30ed\u30bb\u30b9\u306e\u4e00\u90e8\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u5206\u91ce\u306f\u5f53\u793e\u306b\u3068\u3063\u3066\u512a\u5148\u5ea6\u306e\u9ad8\u3044\u5e02\u5834\u3067\u3042\u308a\u3001\u3053\u306e\u5206\u91ce\u3067\u306f\u4f55\u5e74\u3082\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Atif Malik &#8212; Citi &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c0\u30b0\u30fb\u30d9\u30c3\u30c6\u30a3\u30f3\u30b8\u30e3\u30fc &#8212; \u53d6\u7de0\u5f79\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30a2\u30c6\u30a3\u30d5\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001Tina Correia\u306b\u96fb\u8a71\u3092\u623b\u3057\u307e\u3059\u306e\u3067\u3001\u8ffd\u52a0\u307e\u305f\u306f\u7d42\u4e86\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Tina Correia &#8212; \u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u304a\u3088\u3073\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u65b9\u3001\u672c\u65e5\u306f\u304a\u96fb\u8a71\u306b\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7686\u69d8\u306e\u3054\u5354\u529b\u306b\u611f\u8b1d\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30e9\u30e0\u30fb\u30ea\u30b5\u30fc\u30c1 (NASDAQ:LRCX)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 EPS\u306f\u30af\u30ea\u30a2\u3057\u3066\u307e\u3057\u305f\u304c\u58f2\u308a\u4e0a\u3052\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u60aa\u304f\u682a\u4fa1\u304c\u6025\u843d\u3057\u3066\u3044\u307e\u3059\u306d\u3002 \uff11\uff12\u6708\u4e0b\u65ec\u306b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u554f\u984c\u304c\u60aa\u5316\u3057\u3001\u696d\u7e3e\u306b\u77ed\u671f &#8230; <\/p>\n","protected":false},"author":1,"featured_media":1061,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[515,76,514,255,105,83],"class_list":{"0":"post-1059","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-lrcx","9":"tag-76","10":"tag-514","11":"tag-255","12":"tag-105","13":"tag-83"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ 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(NASDAQ:LRCX)2021\u5e74\u7b2c4\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002EPS\u306f\u30af\u30ea\u30a2\u3057\u3066\u307e\u3057\u305f\u304c\u58f2\u308a\u4e0a\u3052\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u60aa\u304f\u682a\u4fa1\u304c\u6025\u843d\u3057\u3066\u3044\u307e\u3059\u306d\u3002\uff11\uff12\u6708\u4e0b\u65ec\u306b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u554f\u984c\u304c\u60aa\u5316\u3057\u3001\u696d\u7e3e\u306b\u77ed\u671f\u7684\u306a\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\uff12\uff10\uff12\uff12\u5e74\u306b\u306f\u518d\u3073\u30a6\u30a7\u30fc\u30cf\u88fd\u9020\u88c5\u7f6e\u6295\u8cc7\u304c\u5897\u52a0\u3057\u3001\u518d\u3073\u529b\u5f37\u3044\u6210\u9577\u306e\u5e74\u306b\u3064\u306a\u304c\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u308b\u306e\u3067\u4eca\u5f8c\u3082\u6ce8\u8996\u3057\u3066\u3044\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\" \/>\n<meta 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