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Shalie id:Shalie

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Shalie 2023/01/31
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Nikkei

Execs

EV

Honghai

Nidec
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Foxconnä¼šé•·ã€Œä¸å›½ã¯ã€Žä¸–ç•Œã®å·¥å ´ã€ã¨ã—ã¦ã®å½¹å‰²ã‚’çµ‚ãˆãŸã€ - iPhone Mania
iPhoneãªã©ã®çµ„ã¿ç«‹ã¦ã‚’æ‹…å½“ã™ã‚‹Appleæœ€å¤§ã®ã‚µãƒ—ãƒ©ã‚¤ãƒ¤ãƒ¼ã§ã‚ã‚‹FoxconnãŒã€è£½é€ æ‹ ç‚¹ã®ã€Œè„±ãƒ»ä¸å›½ã€ã‚’åŠ é€Ÿã•ã›ã¦ã„ã‚‹ã€ã¨BloombergãŒå ±ã˜ã¦ã„ã¾ã™ã€‚ ä¸å›½ã‹ã‚‰ç±³å›½ã¸ã®è¼¸å…¥å“ã«ã‹ã‹ã‚‹é–¢ç¨Žå›žé¿ã¸ iPhoneãªã©Appleã®ä¸»åŠ›è£½å“ã®çµ„ã¿ç«‹ã¦ã‚’æ‹…ã†Foxconnã¨ã—ã¦çŸ¥ã‚‰ã‚Œã‚‹é´»æµ·ç²¾å¯†å·¥æ¥ã®ãƒªã‚¦ãƒ»ãƒ¤ãƒ³ã‚¦ã‚§ã‚¤ï¼ˆåŠ‰æšå‰ï¼‰ä¼šé•·ã¯ã€è£½é€ æ‹ ç‚¹ã®ä¸å›½å›½å¤–ã¸ã®ç§»è»¢ã‚’é€²ã‚ã¦ã„ã‚‹ã€ã¨èªžã‚Šã¾ã—ãŸã€‚ ä¸å›½ã§ç”Ÿç”£ã•ã‚ŒãŸè£½å“ã‚’ã‚¢ãƒ¡ãƒªã‚«ã«è¼¸å…¥ã™ã‚‹éš›ã€é«˜é¡ã®é–¢ç¨ŽãŒèª²ã›ã‚‰ã‚Œã‚‹ã®ã‚’é¿ã‘ã‚‹ãŸã‚ã€åŒç¤¾ã¯ã‚¢ãƒ¡ãƒªã‚«å‘ã‘ã®è£½å“ã‚’ä¸å›½ä»¥å¤–ã§è£½é€ ã™ã‚‹ã€ã‚µãƒ—ãƒ©ã‚¤ãƒã‚§ãƒ¼ãƒ³ã®åˆ†å‰²ã§å¯¾å¿œã—ã¦ã„ã¾ã™ã€‚ ä¸å›½å›½å¤–ã§ã®ç”Ÿç”£æ¯”çŽ‡ã€ç´„1å¹´ã§25ï¼…ã‹ã‚‰30ï¼…ã« Foxconnã®ã€Œè„±ãƒ»ä¸å›½ã€ã¯ã€1,000å„„å††è¶…ã‚’æŠ•ã˜ã¦ç”Ÿç”£èƒ½åŠ›ã‚’æ‹¡å¼µã™ã‚‹ã‚¤ãƒ³ãƒ‰ã‚„æ±å—ã‚¢ã‚¸ã‚¢ã«ç”Ÿç”£èƒ½åŠ›ã‚’ç§»è»¢ã•ã›ã‚‹ã“ã¨ã§ã€ä¸å›½å›½å¤–ã§ã®ç”Ÿç”£æ¯”çŽ‡ã‚’2019å¹´6æœˆã®25ï¼…ã‹ã‚‰ã€ç¾åœ¨ã¯30ï¼…ã«ã¾
Shalie 2020/08/13
"ä¾ç„¶ã¨ã—ã¦ä¸å›½ã§ã®ç”Ÿç”£å‰²åˆãŒé«˜ã„ã¨ã¯ã„ãˆã€ãƒªã‚¦ä¼šé•·ã¯ã€Œã‚¤ãƒ³ãƒ‰ã§ã‚‚ã€æ±å—ã‚¢ã‚¸ã‚¢ã§ã‚‚ã€ã‚¢ãƒ¡ãƒªã‚«ã§ã‚‚ã€ã©ã“ã«ã§ã‚‚è£½é€ ã‚¨ã‚³ã‚·ã‚¹ãƒ†ãƒ ã¯ä½œã‚Œã‚‹ã€"

Bloomberg

Foxconn

Honghai
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Shalie 2017/06/22
"è‡ªç¤¾ã®åŒæ„ãŒãªã„å£²å´ã«åå¯¾ã™ã‚‹å”æ¥å…ˆã®ç±³ã‚¦ã‚¨ã‚¹ã‚¿ãƒ³ãƒ‡ã‚¸ã‚¿ãƒ«ã¨ã®å¯¾ç«‹ãŒè§£æ¶ˆã—ã¦ãŠã‚‰ãšã€æƒ…å‹¢ã¯æµå‹•çš„ã¨ã®è¦‹æ–¹ã‚‚"

Nikkei

Semiconductor

Toshiba

WD

Honghai
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Shalie 2017/06/13
Nikkei

Toshiba

Semiconductor

Honghai

Dell
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Shalie 2017/04/14
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Nikkei

Toshiba

Semiconductor

Honghai

Sharp

SoftBank
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Shalie 2017/03/30
çµŒæ¸ˆã€è²¿æ˜“ã¨ã¯é•ã†ãƒ¬ã‚¤ãƒ¤ãƒ¼ã®è©±ã€‚"æ—¥æœ¬æ”¿åºœãŒä¸å›½ä¼æ¥ãªã©ã«ã‚ˆã‚‹è²·åŽã‚’æŠ€è¡“æµå‡ºã®è¦³ç‚¹ã‹ã‚‰è¦æˆ’ã—ã¦ã„ã‚‹ã“ã¨ã«ã€Œè‡ªç”±ãªè²¿æ˜“å›½ã§ã“ã®ã‚ˆã†ãªæ”¿åºœã®å§¿å‹¢ã¯ãŠã‹ã—ã„ã€ã¨æ‰¹åˆ¤"

Nikkei

Toshiba

Honghai
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ã€Œã¾ãŸæŠ•è³‡ã®ç›¸è«‡ã«ä¹—ã£ã¦ã»ã—ã„ã¨è¨€ã‚ã‚Œã¾ã—ãŸã€ã€‚1æ—¥ã€ä¸å›½åºƒæ±çœåºƒå·žã€‚å·¨é¡æŠ•è³‡ã‚’æ±ºã‚ãŸæ¶²æ™¶ãƒ‘ãƒãƒ«ã®æ–°å·¥å ´ã®ãã‚å…¥ã‚Œå¼ã§ã€ã‚·ãƒ£ãƒ¼ãƒ—ã‚’è²·åŽã—ãŸå°æ¹¾ã®é´»æµ·ï¼ˆãƒ›ãƒ³ãƒã‚¤ï¼‰ç²¾å¯†å·¥æ¥è‘£äº‹é•·ã€éƒå°éŠ˜ï¼ˆ66ï¼‰ã¯å¾—æ„æº€é¢ã ã£ãŸã€‚éƒã¯ã“ã®æ—¥ã€åºƒæ±çœãƒˆãƒƒãƒ—ã®èƒ¡æ˜¥è¯ï¼ˆ53ï¼‰ã®å‚ã‚‰ã«ã¯ã¹ã‚Šç¶šã‘ãŸã€‚å›½å®¶ä¸»å¸ã€ç¿’è¿‘å¹³ï¼ˆ63ï¼‰ã®ã€Œæ¬¡ã€ã‚’ç‹™ã†ä¸€äººã ã€‚æœ€é«˜æŒ‡å°Žéƒ¨å…¥ã‚Šã®åˆ‡ç¬¦ã‚’ã¤ã‹ã‚€å…±ç”£å…šå¤§ä¼šãŒä»Šç§‹ã«è¿«ã‚‹ã€‚ãã®æ™‚æ©Ÿã‚’æ‰ãˆã€éƒã¯èƒ¡ãŒçŽ‡ã„
Shalie 2017/03/29
"ç¿’ã®å¼·æ¨©ã§ã€é¦™æ¸¯ã«è‡ªç”±ã‚„æ°‘ä¸»ä¸»ç¾©ã‚’ä¿è¨¼ã—ãŸã€Œä¸€å›½äºŒåˆ¶åº¦ã€ã¯ãã‚‰ã¤ã„ã¦ã„ã‚‹ã€‚é¦™æ¸¯ã®è²¡ç•Œæœ‰åŠ›è€…ãŒã“ãžã£ã¦åŒ—äº¬ã®å¾ŒæŠ¼ã—ã™ã‚‹ç«‹å€™è£œè€…ã¸ã®æ”¯æŒã‚’è¡¨æ˜Žã—ãŸã®ã«å¯¾ã—ã€æŽã€”å˜‰èª ã€•ã¯æœ€å¾Œã¾ã§æ…‹åº¦ã‚’ã‚ã„ã¾ã„ã«ã—ãŸ"

Nikkei

China

CNeconomy

HK

Honghai
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Shalie 2017/03/03
"æ±è¨¼ã¯æ±è¨¼1éƒ¨æŒ‡å®šã®æ¡ä»¶ã¨ã—ã¦æ ªå¼ã®35ï¼…ä»¥ä¸Šã‚’å¸‚å ´ã§æµé€šã•ã›ã‚‹ã“ã¨ã‚’æ±‚ã‚ã¦ã„ã‚‹ãŸã‚ã€å¾©å¸°ã«å‘ã‘åŸºæº–ã‚’æº€ãŸã™ç‹™ã„"

Nikkei

Honghai

Sharp

StockMarket
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Shalie 2017/02/22
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