{"id":3808,"date":"2026-06-07T05:55:03","date_gmt":"2026-06-06T20:55:03","guid":{"rendered":"https:\/\/soto-kouro.com\/?p=3808"},"modified":"2026-06-07T05:55:04","modified_gmt":"2026-06-06T20:55:04","slug":"ai%e5%8d%8a%e5%b0%8e%e4%bd%93%e6%a0%aa%e6%80%a5%e8%90%bd%e3%81%a71%e5%85%86%e3%83%89%e3%83%ab%e6%b6%88%e5%a4%b1%e3%80%80nvidia%e3%83%bbbroadcom%e3%82%b7%e3%83%a7%e3%83%83%e3%82%af%e3%81%af%e8%b2%b7","status":"publish","type":"post","link":"https:\/\/soto-kouro.com\/?p=3808","title":{"rendered":"AI\u534a\u5c0e\u4f53\u682a\u6025\u843d\u30671\u5146\u30c9\u30eb\u6d88\u5931\u3000NVIDIA\u30fbBroadcom\u30b7\u30e7\u30c3\u30af\u306f\u8cb7\u3044\u5834\u304b\u3001\u305d\u308c\u3068\u3082\u5929\u4e95\u304b"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">AI\u534a\u5c0e\u4f53\u682a\u304c\u6025\u843d\u30001\u5146\u30c9\u30eb\u8d85\u6d88\u5931<\/h2>\n\n\n\n<p>2026\u5e746\u67085\u65e5\u306e\u7c73\u56fd\u5e02\u5834\u306f\u3001AI\u95a2\u9023\u534a\u5c0e\u4f53\u682a\u3092\u4e2d\u5fc3\u306b\u5927\u304d\u306a\u4e0b\u843d\u306b\u898b\u821e\u308f\u308c\u307e\u3057\u305f\u3002<span class=\"st-mymarker-s\"> Nasdaq\u306f\u7d044.2\uff05\u5b89\u3001PHLX Semiconductor Index\uff08SOX\uff09\u306f\u7d0410.3\uff05\u5b89\u3068\u306a\u308a\u30012020\u5e743\u6708\u4ee5\u6765\u306e\u5927\u5e45\u4e0b\u843d\u3092\u8a18\u9332<\/span>\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30bb\u30af\u30bf\u30fc\u5168\u4f53\u3067\u306f\u7d041\u5146\u30c9\u30eb\u8d85\u3001\u4e00\u90e8\u5831\u9053\u3067\u306f1.3\u5146\u30c9\u30eb\u898f\u6a21\u306e\u6642\u4fa1\u7dcf\u984d\u304c\u5931\u308f\u308c\u305f\u3068\u3055\u308c\u3066\u304a\u308a\u3001AI\u76f8\u5834\u306e\u4e3b\u5f79\u3060\u3063\u305f\u534a\u5c0e\u4f53\u682a\u306b\u5927\u304d\u306a\u58f2\u308a\u5727\u529b\u304c\u304b\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>NVIDIA\u3084Broadcom\u3001AMD\u3001Micron\u306a\u3069\u4e3b\u8981\u9298\u67c4\u304c\u8ed2\u4e26\u307f\u6025\u843d\u3057\u3001\u65e5\u672c\u5e02\u5834\u3067\u3082\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3084\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306a\u3069\u534a\u5c0e\u4f53\u95a2\u9023\u682a\u304c\u58f2\u3089\u308c\u308b\u5c55\u958b\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-st-blocks-midashi-box freebox has-title\" style=\"border-radius:0 1px 1px 1px\"><p class=\"p-free\" style=\"font-weight:bold\"><span class=\"p-entry-f\" style=\"font-weight:bold;border-radius:0 0 1px 0\"><i class=\"st-fa st-svg-file-text-o st-css-no\" aria-hidden=\"\"><\/i><span class=\"freebox-title-text\">\u4e3b\u8981\u9298\u67c4\u304c\u8ed2\u4e26\u307f\u4e0b\u843d<\/span><\/span><\/p><div class=\"free-inbox\">\n<ul class=\"wp-block-list\">\n<li>NVIDIA\uff08NVDA\uff09 -6.2\uff05<\/li>\n\n\n\n<li>Broadcom\uff08AVGO\uff09 -7.9\uff05<\/li>\n\n\n\n<li>Micron\uff08MU\uff09 -13\uff05\u524d\u5f8c<\/li>\n\n\n\n<li>Marvell\uff08MRVL\uff09 -16\u301c17\uff05<\/li>\n\n\n\n<li>AMD -11\uff05\u524d\u5f8c<\/li>\n\n\n\n<li>Intel -11\uff05\u524d\u5f8c<\/li>\n\n\n\n<li>ARM\u3001Qualcomm\u306a\u3069\u308210\uff05\u8d85\u4e0b\u843d<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<p>Meta\u3084Tesla\u306a\u3069\u306e\u5927\u578b\u30c6\u30c3\u30af\u682a\u3082\u9023\u308c\u5b89\u3068\u306a\u308a\u3001\u5e02\u5834\u5168\u4f53\u306b\u30ea\u30b9\u30af\u56de\u907f\u30e0\u30fc\u30c9\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002<span class=\"st-mymarker-s-b\">\u4e00\u65b9\u3067\u751f\u6d3b\u5fc5\u9700\u54c1\u3084\u30d8\u30eb\u30b9\u30b1\u30a2\u306a\u3069\u306e\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u9298\u67c4\u306b\u306f\u8cc7\u91d1\u304c\u6d41\u5165<\/span>\u3057\u3066\u304a\u308a\u3001\u6295\u8cc7\u5bb6\u306e\u8cc7\u91d1\u30b7\u30d5\u30c8\u304c\u9bae\u660e\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"900\" height=\"472\" src=\"https:\/\/soto-kouro.com\/wp-content\/uploads\/2026\/06\/\u65e5\u7d4c\u5e73\u5747-20.png\" alt=\"\" class=\"wp-image-3809\" srcset=\"https:\/\/soto-kouro.com\/wp-content\/uploads\/2026\/06\/\u65e5\u7d4c\u5e73\u5747-20.png 900w, https:\/\/soto-kouro.com\/wp-content\/uploads\/2026\/06\/\u65e5\u7d4c\u5e73\u5747-20-300x157.png 300w, https:\/\/soto-kouro.com\/wp-content\/uploads\/2026\/06\/\u65e5\u7d4c\u5e73\u5747-20-768x403.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">Broadcom\u30b7\u30e7\u30c3\u30af\u304c\u5f15\u304d\u91d1\u306b<\/h3>\n\n\n\n<p>\u4eca\u56de\u306e\u6025\u843d\u306e\u6700\u5927\u306e\u304d\u3063\u304b\u3051\u306f<span class=\"hutoaka\">Broadcom\u306e\u6c7a\u7b97<\/span>\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>AI\u534a\u5c0e\u4f53\u58f2\u4e0a\u306f\u524d\u5e74\u540c\u671f\u6bd4143\uff05\u5897\u306e108\u5104\u30c9\u30eb\u3068\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u3001<span class=\"st-mymarker-s-b\">\u4e8b\u696d\u305d\u306e\u3082\u306e\u306f\u975e\u5e38\u306b\u597d\u8abf<\/span>\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u5e02\u5834\u304c\u6ce8\u76ee\u3057\u3066\u3044\u305fQ3\u306eAI\u95a2\u9023\u58f2\u4e0a\u898b\u901a\u3057\u306f160\u5104\u30c9\u30eb\u3068\u306a\u308a\u3001\u4e00\u90e8\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002 \u307e\u305f\u3001\u901a\u5e74\u76ee\u6a19\u306b\u3064\u3044\u3066\u3082\u5f93\u6765\u306e\u65b9\u91dd\u3092\u636e\u3048\u7f6e\u304d\u3001\u4e0a\u65b9\u4fee\u6b63\u304c\u884c\u308f\u308c\u306a\u304b\u3063\u305f\u3053\u3068\u304c\u5931\u671b\u58f2\u308a\u306b\u3064\u306a\u304c\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3064\u307e\u308a\u696d\u7e3e\u60aa\u5316\u3067\u306f\u306a\u304f\u3001\u5e02\u5834\u306e\u671f\u5f85\u304c\u9ad8\u3059\u304e\u305f\u3053\u3068\u304c\u4eca\u56de\u306e\u4e0b\u843d\u306e\u672c\u8cea\u3060\u3063\u305f\u3068\u8a00\u3048\u305d\u3046\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f37\u3044\u96c7\u7528\u7d71\u8a08\u304c\u8ffd\u3044\u6253\u3061<\/h3>\n\n\n\n<p>\u3055\u3089\u306b\u540c\u65e5\u767a\u8868\u3055\u308c\u305f<span class=\"hutoaka\">\u7c73\u56fd\u96c7\u7528\u7d71\u8a08\u3082\u5e02\u5834\u306b\u306f\u9006\u98a8<\/span>\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u975e\u8fb2\u696d\u90e8\u9580\u96c7\u7528\u8005\u6570\u306f\u5e02\u5834\u4e88\u60f3\u3092\u5927\u304d\u304f\u4e0a\u56de\u308b17.2\u4e07\u4eba\u5897\u3002 \u96c7\u7528\u306e\u5f37\u3055\u304c\u78ba\u8a8d\u3055\u308c\u305f\u3053\u3068\u3067\u3001\u30a4\u30f3\u30d5\u30ec\u518d\u71c3\u3078\u306e\u8b66\u6212\u611f\u304c\u9ad8\u307e\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u7d50\u679c\u3068\u3057\u3066<span class=\"st-mymarker-s-b\">\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f4.5\uff05\u3092\u8d85\u3048\u3001\u91d1\u5229\u4e0a\u6607\u304c\u6210\u9577\u682a\u306e\u91cd\u3057<\/span>\u3068\u306a\u308a\u307e\u3059\u3002 \u7279\u306b\u9ad8PER\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u308bAI\u95a2\u9023\u9298\u67c4\u306f\u3001\u91d1\u5229\u4e0a\u6607\u5c40\u9762\u3067\u58f2\u3089\u308c\u3084\u3059\u3044\u7279\u5fb4\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI\u9700\u8981\u306f\u672c\u5f53\u306b\u6e1b\u901f\u3057\u3066\u3044\u308b\u306e\u304b<\/h3>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001AI\u9700\u8981\u305d\u306e\u3082\u306e\u304c\u5931\u308f\u308c\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>Google\u3084Meta\u306a\u3069\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u5404\u793e\u306f<span class=\"hutoaka\">\u5f15\u304d\u7d9a\u304d\u5de8\u984d\u306eAI\u6295\u8cc7\u3092\u7d99\u7d9a<\/span>\u3057\u3066\u304a\u308a\u3001HBM\u306a\u3069\u5148\u7aef\u30e1\u30e2\u30ea\u30fc\u306e\u4f9b\u7d66\u4e0d\u8db3\u3082\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>Broadcom\u81ea\u8eab\u3082\u9577\u671f\u76ee\u6a19\u3092\u64a4\u56de\u3057\u305f\u308f\u3051\u3067\u306f\u306a\u304f\u30011000\u5104\u30c9\u30eb\u8d85\u898f\u6a21\u306eAI\u4e8b\u696d\u76ee\u6a19\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u305f\u3081\u4eca\u56de\u306e\u4e0b\u843d\u3092\u3001 AI\u30d6\u30fc\u30e0\u7d42\u4e86\u306e\u30b5\u30a4\u30f3 \u3068\u898b\u308b\u304b\u3001 \u904e\u71b1\u611f\u306e\u4fee\u6b63 \u3068\u898b\u308b\u304b\u3067\u5e02\u5834\u53c2\u52a0\u8005\u306e\u898b\u65b9\u306f\u5927\u304d\u304f\u5206\u304b\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4eca\u5f8c\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/h3>\n\n\n\n<p>\u4ee5\u4e0b\u3001\u4eca\u5f8c\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u3067\u3059\u3002<\/p>\n\n\n\n<div class=\"wp-block-st-blocks-my-box st-mybox has-title has-icon\" style=\"border-radius:2px\"><p class=\"st-mybox-title\" style=\"font-weight:bold;background-color:#ffffff\"><i class=\"st-fa st-svg-check-circle st-css-no\" aria-hidden=\"\"><\/i><span class=\"st-mybox-title-text\">\u30dd\u30a4\u30f3\u30c8<\/span><\/p><div class=\"st-in-mybox\">\n<ul class=\"wp-block-list\">\n<li>\u7c73\u56fd10\u5e74\u50b5\u5229\u56de\u308a\uff084.5\uff05\u8d85\uff09\u304c\u7d99\u7d9a\u3059\u308b\u304b<\/li>\n\n\n\n<li>CPI\u306a\u3069\u30a4\u30f3\u30d5\u30ec\u95a2\u9023\u6307\u6a19<\/li>\n\n\n\n<li>NVIDIA\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u4e3b\u8981AI\u4f01\u696d\u306e\u6c7a\u7b97<\/li>\n\n\n\n<li>HBM\u3084\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u4f9b\u7d66\u903c\u8feb\u72b6\u6cc1<\/li>\n\n\n\n<li>SpaceX IPO\u306b\u3088\u308b\u8cc7\u91d1\u79fb\u52d5\u306e\u6709\u7121<\/li>\n\n\n\n<li>\u4e2d\u6771\u60c5\u52e2\u306a\u3069\u5730\u653f\u5b66\u30ea\u30b9\u30af<\/li>\n\n\n\n<li>\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u306a\u3069\u30ea\u30b9\u30af\u8cc7\u7523\u306e\u52d5\u5411<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<p>SOX\u6307\u6570\u306f\u6025\u843d\u3057\u305f\u3068\u306f\u3044\u3048\u3001<span class=\"hutoaka\">\u4f9d\u7136\u3068\u3057\u3066\u5e74\u521d\u6765\u3067\u306f\u5927\u5e45\u306a\u30d7\u30e9\u30b9\u570f<\/span>\u3067\u3059\u3002 \u4eca\u56de\u306e\u4e0b\u843d\u304c\u9577\u671f\u4e0a\u6607\u76f8\u5834\u306e\u4e00\u6642\u7684\u306a\u8abf\u6574\u306b\u904e\u304e\u306a\u3044\u306e\u304b\u3001\u305d\u308c\u3068\u3082AI\u76f8\u5834\u306e\u8ee2\u63db\u70b9\u306b\u306a\u308b\u306e\u304b\u3002\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u306f\u91cd\u8981\u306a\u5c40\u9762\u3068\u306a\u308a\u305d\u3046\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u63b2\u793a\u677f\u98a8\u307e\u3068\u3081<\/h2>\n\n\n\n<pre class=\"wp-block-preformatted\">1: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>Broadcom\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u5931\u671b\u3067\u4e00\u6c17\u306b\u51fa\u53e3\u306b\u6bba\u5230\u3002AI\u9700\u8981\u81ea\u4f53\u306f\u5f37\u3044\u306e\u306b\u904e\u71b1\u306e\u30c4\u30b1\u304c\u56de\u3063\u3066\u304d\u305f\u3060\u3051<br><br>2: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>NVDA-6%\u3001AVGO-8%\u3002\u542b\u307f\u76ca\u304c\u5439\u304d\u98db\u3093\u3067\u5fc3\u81d3\u306b\u60aa\u3044<br><br>3: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u3053\u308c\u306f\u5065\u5168\u306a\u8abf\u6574\u3002\u5e74\u521d\u6765\u3067\u4e0a\u304c\u308a\u3059\u304e\u3066\u305f<br><br>4: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>AI\u30d0\u30d6\u30eb\u5d29\u58ca\u78ba\u5b9a\u3068\u304b\u9a12\u3044\u3067\u308b\u4eba\u591a\u3059\u304e<br><br>5: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u96c7\u7528\u7d71\u8a08\u3068Broadcom\u30b7\u30e7\u30c3\u30af\u306e\u30c0\u30d6\u30eb\u30d1\u30f3\u30c1<br><br>6: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u9577\u671f\u4fdd\u6709\u52e2\u306f\u30db\u30fc\u30eb\u30c9\u4e00\u629e<br><br>7: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>SOXL\u52e2\u306f\u672c\u5f53\u306b\u5927\u5909\u305d\u3046<br><br>8: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>NVIDIA\u3088\u308aMU\u3092\u62fe\u3044\u305f\u3044<br><br>9: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>Google\u3082Meta\u3082\u6295\u8cc7\u6e1b\u3089\u3057\u3066\u306a\u3044\u305e<br><br>10: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u69cb\u9020\u306f\u4f55\u3082\u58ca\u308c\u3066\u306a\u3044<br><br>11: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>SpaceX IPO\u3078\u306e\u8cc7\u91d1\u79fb\u52d5\u8aac\u3042\u308b\u306a<br><br>12: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>PER\u898b\u76f4\u3057\u76f8\u5834\u304c\u59cb\u307e\u3063\u305f<br><br>13: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u6771\u30a8\u30ec\u30af\u3082\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3082\u5dfb\u304d\u6dfb\u3048<br><br>14: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u8cb7\u3063\u3066\u306a\u3044\u4eba\u3060\u3051\u5143\u6c17<br><br>15: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u3053\u3046\u3044\u3046\u6642\u3053\u305d\u8cb7\u3044\u5834<br><br>16: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>HBM\u9700\u8981\u306f\u307e\u3060\u307e\u3060\u5f37\u3044<br><br>17: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u4fe1\u7528\u52e2\u306f\u8ffd\u8a3c\u796d\u308a<br><br>18: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5206\u6563\u6295\u8cc7\u306e\u5927\u5207\u3055\u3092\u5b9f\u611f<br><br>19: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u682a\u4fa1\u3068\u696d\u7e3e\u306f\u5225\u7269<br><br>20: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u534a\u5e74\u524d\u306e\u5f37\u6c17\u6d3e\u304c\u5f31\u6c17\u6d3e\u306b\u306a\u3063\u3066\u308b<br><br>21: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u6280\u8853\u529b\u3042\u308b\u4f01\u696d\u3060\u3051\u898b\u308c\u3070\u3044\u3044<br><br>22: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u6708\u66dc\u306e\u65e5\u7d4c\u6016\u3044<br><br>23: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>AI\u306f\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u30ec\u30d9\u30eb\u306b\u306a\u3063\u305f<br><br>24: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30d1\u30e9\u30dc\u30ea\u30c3\u30af\u4e0a\u6607\u5f8c\u306a\u3089\u5f53\u7136\u306e\u8abf\u6574<br><br>25: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>1\u5146\u30c9\u30eb\u6d88\u5931\u3063\u3066\u6570\u5b57\u304c\u30a8\u30b0\u3044<br><br>26: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>Broadcom\u306f\u76ee\u6a19\u636e\u3048\u7f6e\u304d\u3060\u3063\u305f\u3060\u3051<br><br>27: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u91d1\u5229\u4e0a\u6607\u304c\u672c\u4f53\u3060\u308d<br><br>28: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30e1\u30e2\u30ea\u30fc\u682a\u306f\u7279\u306b\u53b3\u3057\u3044<br><br>29: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u8cb7\u3044\u5897\u3057\u52e2\u304c\u60b2\u9cf4\u4e0a\u3052\u3066\u308b<br><br>30: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>AI\u9700\u8981\u304c\u6d88\u3048\u305f\u308f\u3051\u3058\u3083\u306a\u3044<br><br>31: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u53cd\u767a\u78ba\u8a8d\u3057\u3066\u304b\u3089\u5165\u308b<br><br>32: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u751f\u6210AI\u30d0\u30d6\u30eb\u5d29\u58ca\u304c\u30c8\u30ec\u30f3\u30c9\u5165\u308a\u3057\u3066\u305f<br><br>33: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>NVDA\u306e\u9577\u671f\u30c1\u30e3\u30fc\u30c8\u898b\u308c\u3070\u6163\u308c\u308b<br><br>34: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5468\u8fba\u9298\u67c4\u306e\u65b9\u304c\u5e95\u5805\u3044\u304b\u3082<br><br>35: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30ec\u30d0\u52e2\u304c\u9000\u5834\u3057\u3066\u5e02\u5834\u5065\u5168\u5316<br><br>36: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u6b21\u306fCPI\u304c\u52dd\u8ca0<br><br>37: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>SpaceX\u8cc7\u91d1\u78ba\u4fdd\u306e\u5229\u78ba\u8aac\u3082\u3042\u308b<br><br>38: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>Anthropic\u95a2\u9023\u306e\u8a71\u3082\u5f71\u97ff\u3057\u305f\u306a<br><br>39: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>EPS\u6210\u9577\u304c\u672c\u7269\u3060\u304b\u3089\u307e\u3060\u5f37\u6c17<br><br>40: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u77ed\u671f\u52e2\u3068\u9577\u671f\u52e2\u3067\u610f\u898b\u771f\u9006<br><br>41: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>SOX10\uff05\u5b89\u306f\u30a4\u30f3\u30d1\u30af\u30c8\u5927<br><br>42: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30d8\u30eb\u30b9\u30b1\u30a2\u304c\u8cb7\u308f\u308c\u3066\u308b<br><br>43: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30e2\u30fc\u30c8\u5f37\u3044\u4f01\u696d\u3060\u3051\u898b\u3066\u308b<br><br>44: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u542b\u307f\u640d\u3067\u7720\u308c\u306a\u3044<br><br>45: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>AI\u30b5\u30a4\u30af\u30eb\u306f\u6570\u5e74\u5358\u4f4d<br><br>46: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u4fe1\u7528\u8cb7\u6b8b\u591a\u3059\u304e\u305f<br><br>47: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>Rubin\u5411\u3051\u9700\u8981\u306f\u7d99\u7d9a<br><br>48: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>20\u4e07\u5186\u8cb7\u3044\u5897\u3057\u3057\u305f\u7fcc\u65e5\u306b\u3053\u308c<br><br>49: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5c0f\u578bAI\u682a\u306f\u6016\u3044<br><br>50: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>higher for longer\u304c\u91cd\u3044<br><br>51: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>AI\u81ea\u4f53\u306f\u7d42\u308f\u3063\u3066\u306a\u3044<br><br>52: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u73fe\u5834\u306f\u5fd9\u3057\u3044\u307e\u307e\u3089\u3057\u3044<br><br>53: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u6708\u66dc\u65e5\u672c\u5e02\u5834\u3069\u3046\u306a\u308b\u304b\u306a<br><br>54: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u9577\u671f\u6295\u8cc7\u5bb6\u306f\u3080\u3057\u308d\u7b11\u9854<br><br>55: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30d0\u30d6\u30eb\u6d3e\u304c\u5143\u6c17\u306b\u306a\u3063\u3066\u308b<br><br>56: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5f37\u6c17\u6d3e\u306f\u5e74\u672b\u9ad8\u5024\u66f4\u65b0\u3092\u4e88\u60f3<br><br>57: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5f31\u6c17\u6d3e\u306f\u5929\u4e95\u8aac<br><br>58: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5206\u6563\u3057\u3066\u306a\u304b\u3063\u305f\u306e\u53cd\u7701<br><br>59: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>RSI\u898b\u3066\u305f\u4eba\u306f\u9003\u3052\u3066\u305d\u3046<br><br>60: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u672c\u7269\u306e\u6280\u8853\u4f01\u696d\u3060\u3051\u6b8b\u308b<br><br>61: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>SpaceX\u4eba\u6c17\u3059\u3054\u305d\u3046<br><br>62: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u4e0b\u843d\u3082\u5acc\u306a\u611f\u3058<br><br>63: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u4e2d\u6771\u60c5\u52e2\u3082\u5730\u5473\u306b\u5f71\u97ff<br><br>64: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u6765\u9031\u3082\u30dc\u30e9\u9ad8\u305d\u3046<br><br>65: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5065\u5168\u8abf\u6574\u304b\u672c\u683c\u8abf\u6574\u304b<br><br>66: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>NISA\u52e2\u306f\u72fc\u72fd\u58f2\u308a\u6ce8\u610f<br><br>67: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>AI\u306f\u672a\u6765\u3092\u5909\u3048\u308b\u3051\u3069\u682a\u4fa1\u306f\u5225<br><br>68: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u8cb7\u3046\u306a\u3089\u5c11\u3057\u305a\u3064\u3060\u306a<br><br>69: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5168\u90e8\u58f2\u3063\u305f\u4eba\u306f\u5f8c\u6094\u3059\u308b\u304b\u3082<br><br>70: \u98a8\u5439\u3051\u3070\u540d\u7121\u3057<br>\u5e02\u5834\u306f\u3044\u3064\u3082\u904e\u5270\u53cd\u5fdc\u3059\u308b<\/pre>\n\n\n\n<h2 class=\"wp-block-heading\">\u8003\u5bdf\u30fb\u307e\u3068\u3081<\/h2>\n\n\n\n<p>\u4eca\u56de\u306eAI\u534a\u5c0e\u4f53\u682a\u6025\u843d\u306f\u3001AI\u9700\u8981\u306e\u5d29\u58ca\u304c\u78ba\u8a8d\u3055\u308c\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002 \u3080\u3057\u308d\u3001\u671f\u5f85\u304c\u9ad8\u307e\u308a\u904e\u304e\u305f\u5e02\u5834\u304c\u73fe\u5b9f\u3068\u306e\u30ae\u30e3\u30c3\u30d7\u3092\u8abf\u6574\u3057\u305f\u9762\u304c\u5927\u304d\u3044\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<p>Broadcom\u306e\u6c7a\u7b97\u5185\u5bb9\u305d\u306e\u3082\u306e\u306f\u597d\u8abf\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u5e02\u5834\u306f\u826f\u3044\u6c7a\u7b97\u3067\u306f\u306a\u304f<span class=\"hutoaka\">\u4e88\u60f3\u3092\u5927\u5e45\u306b\u8d85\u3048\u308b\u6c7a\u7b97<\/span>\u3092\u6c42\u3081\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u306e\u671f\u5f85\u5024\u306e\u9ad8\u3055\u304c\u3001\u4eca\u56de\u306e\u6025\u843d\u306b\u3064\u306a\u304c\u3063\u305f\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u307e\u305f\u3001\u96c7\u7528\u7d71\u8a08\u3092\u53d7\u3051\u305f\u91d1\u5229\u4e0a\u6607\u3082\u7121\u8996\u3067\u304d\u307e\u305b\u3093\u3002AI\u95a2\u9023\u4f01\u696d\u306f\u5c06\u6765\u306e\u6210\u9577\u671f\u5f85\u3067\u8cb7\u308f\u308c\u3066\u3044\u308b\u9298\u67c4\u304c\u591a\u304f\u3001\u9ad8\u91d1\u5229\u74b0\u5883\u3067\u306f\u3069\u3046\u3057\u3066\u3082\u682a\u4fa1\u306e\u8a55\u4fa1\u304c\u53b3\u3057\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001Google\u3084Meta\u306a\u3069\u306b\u3088\u308bAI\u6295\u8cc7\u306f\u7d99\u7d9a\u4e2d\u3067\u3042\u308a\u3001HBM\u306a\u3069\u306e\u4f9b\u7d66\u5236\u7d04\u3082\u89e3\u6d88\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u4f01\u696d\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u3092\u898b\u308b\u9650\u308a\u3001AI\u9700\u8981\u304c\u6025\u6fc0\u306b\u6d88\u3048\u308b\u30b7\u30ca\u30ea\u30aa\u306f\u73fe\u6642\u70b9\u3067\u306f\u8003\u3048\u306b\u304f\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u91cd\u8981\u306a\u306e\u306f\u3001AI\u306f\u7d42\u308f\u3063\u305f\u3068\u611f\u60c5\u7684\u306b\u5224\u65ad\u3059\u308b\u3053\u3068\u3067\u3082\u3001\u7d76\u5bfe\u306b\u62bc\u3057\u76ee\u3060\u3068\u6c7a\u3081\u3064\u3051\u308b\u3053\u3068\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u306e\u4e0b\u843d\u304c\u5358\u306a\u308b\u904e\u71b1\u662f\u6b63\u306a\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u9577\u671f\u4e0a\u6607\u76f8\u5834\u306e\u8ee2\u63db\u70b9\u306a\u306e\u304b\u3092\u898b\u6975\u3081\u308b\u305f\u3081\u306b\u306f\u3001\u4eca\u5f8c\u306e\u91d1\u5229\u52d5\u5411\u3084\u4f01\u696d\u696d\u7e3e\u3092\u51b7\u9759\u306b\u8ffd\u3044\u7d9a\u3051\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>AI\u95a2\u9023\u682a\u306f\u4eca\u5f8c\u3082\u5e02\u5834\u306e\u4e3b\u5f79\u3067\u3042\u308a\u7d9a\u3051\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u4e00\u65b9\u3001\u305d\u306e\u5206\u3060\u3051\u5024\u52d5\u304d\u3082\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002\u77ed\u671f\u306e\u5024\u52d5\u304d\u306b\u632f\u308a\u56de\u3055\u308c\u305a\u3001\u81ea\u5206\u306e\u6295\u8cc7\u30b7\u30ca\u30ea\u30aa\u3092\u78ba\u8a8d\u3057\u306a\u304c\u3089\u5411\u304d\u5408\u3046\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/p>\n\n\n\n<p><span class=\"sankou\">\u95a2\u9023\u8a18\u4e8b<\/span><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-fire wp-block-embed-fire\"><div class=\"wp-block-embed__wrapper\">\n<div><a href=\"https:\/\/soto-kouro.com\/?p=3304\" class=\"st-cardlink st-embed-cardlink\"><div class=\"kanren st-cardbox\"><dl class=\"clearfix\"><dt class=\"st-card-img\"><img decoding=\"async\" src=\"https:\/\/soto-kouro.com\/wp-content\/uploads\/2026\/03\/\u682a\u5f0f\u5e02\u5834\u306e\u6b74\u53f2\u7684\u66b4\u843d\u307e\u3068\u3081-150x150.png\" alt=\"\" width=\"100\" height=\"100\" \/><\/dt><dd><p class=\"st-cardbox-t\">\u682a\u5f0f\u5e02\u5834\u306e\u6b74\u53f2\u7684\u66b4\u843d\u307e\u3068\u3081\u3010\u539f\u56e0\u3068\u56de\u5fa9\u671f\u9593\u3011\u9577\u671f\u6295\u8cc7\u5bb6\u304c\u77e5\u3063\u3066\u304a\u304d\u305f\u3044\u5e02\u5834\u306e\u6b74\u53f2<\/p><div class=\"st-card-excerpt smanone\"><p>\u9023\u65e5\u306e\u682a\u4fa1\u4e0b\u843d\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u304c\u3001\u682a\u5f0f\u6295\u8cc7\u3092\u3057\u3066\u3044\u308b\u3068\u3001\u5fc5\u305a\u3068\u8a00\u3063\u3066\u3044\u3044\u307b\u3069\u66b4\u843d\u306b\u51fa\u4f1a\u3044\u307e\u3059\u3002 \u79c1\u81ea\u8eab\u304c\u521d\u3081\u3066\u672c\u683c\u7684\u306a\u66b4\u843d\u3092\u7d4c\u9a13\u3057\u305f\u306e\u306f\u30012020\u5e74\u306e\u30b3\u30ed\u30ca\u30b7\u30e7\u30c3\u30af\u3067\u3057\u305f\u3002 \u5f53\u6642\u306fJ-REIT\u3092\u6bd4\u8f03\u7684\u591a &#8230; <\/p><\/div><\/dd><\/dl><\/div><\/a><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-fire wp-block-embed-fire\"><div class=\"wp-block-embed__wrapper\">\n<div><a href=\"https:\/\/soto-kouro.com\/?p=3273\" class=\"st-cardlink st-embed-cardlink\"><div class=\"kanren st-cardbox\"><dl class=\"clearfix\"><dt class=\"st-card-img\"><img decoding=\"async\" src=\"https:\/\/soto-kouro.com\/wp-content\/uploads\/2026\/03\/\u682a\u4fa1\u66b4\u843d\u306e\u3068\u304d\u306b\u3084\u3063\u3066\u306f\u3044\u3051\u306a\u3044\u884c\u52d5-150x150.png\" alt=\"\" width=\"100\" height=\"100\" \/><\/dt><dd><p class=\"st-cardbox-t\">\u682a\u4fa1\u66b4\u843d\u306e\u3068\u304d\u306b\u3084\u3063\u3066\u306f\u3044\u3051\u306a\u3044\u884c\u52d55\u9078\uff5c\u9577\u671f\u6295\u8cc7\u5bb6\u304c\u51b7\u9759\u3067\u3044\u308b\u305f\u3081\u306b<\/p><div class=\"st-card-excerpt smanone\"><p>\u682a\u4fa1\u304c\u5927\u304d\u304f\u4e0b\u304c\u308b\u3068\u3001\u3069\u3046\u3057\u3066\u3082\u4e0d\u5b89\u306b\u306a\u308a\u307e\u3059\u3002\u8ab0\u3057\u3082\u753b\u9762\u3092\u898b\u308b\u305f\u3073\u306b\u8cc7\u7523\u304c\u6e1b\u3063\u3066\u3044\u304f\u6570\u5b57\u304c\u76ee\u306b\u5165\u308b\u3068\u3001\u843d\u3061\u7740\u304b\u306a\u3044\u6c17\u6301\u3061\u306b\u306a\u308b\u3082\u306e\u3067\u3059\u3002 \u305f\u3060\u3001\u9577\u304f\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u308b\u3068\u3053\u3046\u3044\u3046\u6642\u671f\u306f\u5fc5\u305a\u6765\u308b\u3068\u3082\u611f\u3058\u308b &#8230; <\/p><\/div><\/dd><\/dl><\/div><\/a><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>AI\u534a\u5c0e\u4f53\u682a\u304c\u6025\u843d\u30001\u5146\u30c9\u30eb\u8d85\u6d88\u5931 2026\u5e746\u67085\u65e5\u306e\u7c73\u56fd\u5e02\u5834\u306f\u3001AI\u95a2\u9023\u534a\u5c0e\u4f53\u682a\u3092\u4e2d\u5fc3\u306b\u5927\u304d\u306a\u4e0b\u843d\u306b\u898b\u821e\u308f\u308c\u307e\u3057\u305f\u3002 Nasdaq\u306f\u7d044.2\uff05\u5b89\u3001PHLX Semiconductor Index\uff08 &#8230; <\/p>\n","protected":false},"author":1,"featured_media":3809,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-3808","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-31"],"_links":{"self":[{"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/posts\/3808","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3808"}],"version-history":[{"count":1,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/posts\/3808\/revisions"}],"predecessor-version":[{"id":3810,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/posts\/3808\/revisions\/3810"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=\/wp\/v2\/media\/3809"}],"wp:attachment":[{"href":"https:\/\/soto-kouro.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/soto-kouro.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}