{"id":36853,"date":"2023-05-16T20:04:40","date_gmt":"2023-05-16T11:04:40","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=36853"},"modified":"2023-10-26T11:45:18","modified_gmt":"2023-10-26T02:45:18","slug":"%e3%83%89%e3%83%a9%e3%83%83%e3%82%b1%e3%83%b3%e3%83%9f%e3%83%a9%e3%83%bc%e6%b0%8f%e3%80%81nvidia%e3%82%92%e5%a4%a7%e5%b9%85%e8%b2%b7%e3%81%84%e5%a2%97%e3%81%97%e3%80%80ai%e9%8a%98%e6%9f%84%e3%81%8b","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36853","title":{"rendered":"\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001NVIDIA\u3092\u5927\u5e45\u8cb7\u3044\u5897\u3057\u3000AI\u9298\u67c4\u304b\u3064\u6697\u53f7\u8cc7\u7523\u9298\u67c4"},"content":{"rendered":"\n<p>\u3055\u3066\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306e\u5b63\u7bc0\u304c\u3084\u3063\u3066\u304d\u305f\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30d5\u30a1\u30f3\u30c9\u3092\u904b\u7528\u3057\u3066\u3044\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001Duquesne Family Office\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304b\u3089\u7d39\u4ecb\u3057\u3066\u3086\u304d\u305f\u3044\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3067\u4fdd\u6709\u3059\u308b\u682a\u5f0f\u9298\u67c4<\/strong><\/p>\n\n\n\n<p>2021\u5e74\u306b\u30a2\u30e1\u30ea\u30ab\u306e\u7269\u4fa1\u9ad8\u9a30\u3092\u4e88\u60f3\u3057\u305f\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u3001\u4eca\u30a2\u30e1\u30ea\u30ab\u7d4c\u6e08\u306e\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3092\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36802\" data-type=\"post\" data-id=\"36802\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: \u3042\u3068\u534a\u5e74\u3067\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3001\u7c73\u56fd\u7d4c\u6e08\u306b\u6b7b\u4f53\u304c\u7a4d\u307f\u4e0a\u304c\u308b<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u30a4\u30f3\u30d5\u30ec\u6291\u5236\u306e\u305f\u3081\u306e\u91d1\u878d\u5f15\u304d\u7de0\u3081\u304c\u5b9f\u4f53\u7d4c\u6e08\u3092\u7834\u58ca\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u304b\u3089\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u3044\u307e\u3069\u3093\u306a\u682a\u5f0f\u3092\u4fdd\u6709\u3057\u3066\u3044\u308b\u306e\u304b\u3002\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306b\u3064\u3044\u3066\u306f\u3053\u308c\u307e\u3067\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u306e\u5185\u5bb9\u3092\u7d39\u4ecb\u3057\u3066\u304d\u305f\u304b\u3089\u3001\u3053\u3053\u306e\u8aad\u8005\u3067\u3042\u308c\u3070\u4e88\u60f3\u304c\u4ed8\u304f\u306e\u3067\u306f\u306a\u3044\u304b\u3002<\/p>\n\n\n\n<p>\u5f7c\u306f\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36304\" data-type=\"post\" data-id=\"36304\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u30012023\u5e74\u306e\u682a\u5f0f\u5e02\u5834\u898b\u901a\u3057\u3092\u8a9e\u308b<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u3060\u304c\u3082\u3057\u30a2\u30e1\u30ea\u30ab\u7d4c\u6e08\u304c\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u306b\u5411\u304b\u3063\u3066\u3044\u3066\u9177\u3044\u666f\u6c17\u5f8c\u9000\u306b\u306a\u308b\u3068\u3057\u3066\u3082\u3001\u305d\u308c\u3067NVIDIA\u306e\u3088\u3046\u306a\u4f01\u696d\u304c\u3069\u3046\u306a\u308b\u304b\u306f\u5206\u304b\u3089\u306a\u3044\u3002<\/p>\n\n\n\n<p>\u666f\u6c17\u5f8c\u9000\u306b\u306a\u3063\u3066\u3082\u3001\u305d\u306e\u9593\u5927\u304d\u304f\u6210\u9577\u3057\u7d9a\u3051\u3066\u3044\u308b\u4f01\u696d\u306f\u3069\u3046\u3060\u308d\u3046\u304b\uff1f<\/p>\n\n\n\n<p>\u305d\u3046\u3044\u3046\u682a\u304c\u4e0b\u304c\u308b\u304b\u3069\u3046\u304b\u306f\u5206\u304b\u3089\u306a\u3044\u3002<\/p>\n<\/blockquote>\n\n\n\n<p><strong>NVIDIA\u3092\u5927\u5e45\u8cb7\u3044\u5897\u3057<\/strong><\/p>\n\n\n\n<p>\u5b9f\u969b\u3001\u4eca\u56de\u958b\u793a\u3055\u308c\u305f3\u6708\u672b\u6642\u70b9\u3067\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u4e88\u60f3\u901a\u308a\u534a\u5c0e\u4f53\u5927\u624b\u306eNVIDIA\u304c\u8cb7\u3044\u5897\u3057\u3055\u308c\u3066\u3044\u308b\u3002\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u898f\u6a21\u306f2.2\u5104\u30c9\u30eb\u3067\u30012\u756a\u76ee\u306b\u5927\u304d\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u524d\u56de12\u6708\u672b\u306e\u958b\u793a\u304b\u3089\u4fdd\u6709\u682a\u6570\u304c36%\u5897\u52a0\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>NVIDIA\u306e\u682a\u4fa1\u306f\u6b21\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-nvidia-nasdaq-nvda-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"389\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-nvidia-nasdaq-nvda-chart.png\" alt=\"\" class=\"wp-image-36857\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-nvidia-nasdaq-nvda-chart.png 618w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-nvidia-nasdaq-nvda-chart-300x189.png 300w\" sizes=\"auto, (max-width: 618px) 100vw, 618px\" \/><\/a><\/figure>\n\n\n\n<p>\u30cf\u30a4\u30c6\u30af\u4f01\u696d\u306e\u7b46\u982d\u3089\u3057\u304f\u3001\u91d1\u5229\u4e0a\u6607\u306b\u5f31\u3044NVIDIA\u306f\u30a4\u30f3\u30d5\u30ec\u306b\u3088\u308b2022\u5e74\u306e\u91d1\u5229\u4e0a\u6607\u76f8\u5834\u3067\u5927\u5e45\u4e0b\u843d\u3057\u305f\u304c\u3001\u305d\u306e\u5f8c\u79cb\u306b\u30a2\u30e1\u30ea\u30ab\u306e\u30a4\u30f3\u30d5\u30ec\u6e1b\u901f\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3068\u3001\u91d1\u5229\u4f4e\u4e0b\u306e\u6ce2\u306b\u4e57\u3063\u3066NVIDIA\u306e\u682a\u4fa1\u306f\u5927\u5e45\u306b\u56de\u5fa9\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30cf\u30a4\u30c6\u30af\u682a\u306e\u4e2d\u3067\u3082NVIDIA\u306f\u4e0a\u6607\u7387\u304c\u304b\u306a\u308a\u5927\u304d\u3044\u3002\u4f55\u6545\u306a\u3089\u3070\u3001CPU\u3088\u308a\u3082\u9ad8\u5ea6\u306a\u8a08\u7b97\u304c\u53ef\u80fd\u306aGPU\u3092\u751f\u7523\u3059\u308bNVIDIA\u306f\u3001AI\u9298\u67c4\u3067\u3042\u308b\u3068\u3068\u3082\u306b\u6697\u53f7\u8cc7\u7523\u9298\u67c4\u3067\u3082\u3042\u308b\u304b\u3089\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u4eca\u5f8c\u306e\u6210\u9577\u7523\u696d\u3092\u4e00\u6319\u306b\u5f15\u304d\u53d7\u3051\u308b\u3088\u3046\u306a\u9298\u67c4\u3067\u3042\u308a\u3001\u53bb\u5e74\u306e\u5b89\u5024\u304b\u30892\u500d\u4ee5\u4e0a\u306b\u4e0a\u304c\u3063\u3066\u3044\u308b\u3002\u7b46\u8005\u3082\u30a2\u30e1\u30ea\u30ab\u7d4c\u6e08\u306e\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u304c\u3042\u3063\u305f\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u682a\u4fa1\u304c\u4e0b\u304c\u308c\u3070\u8cb7\u3044\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u308b\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u8a00\u3046\u901a\u308a\u3001\u305d\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u304c\u6765\u308b\u304b\u3069\u3046\u304b\u306f\u5206\u304b\u3089\u306a\u3044\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36818\" data-type=\"post\" data-id=\"36818\">\u7c73\u56fd\u7d4c\u6e08\u306e\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u306e\u885d\u6483\u306f\u30ea\u30fc\u30de\u30f3\u30b7\u30e7\u30c3\u30af\u306e2\u500d\u4ee5\u4e0a\u306b\u306a\u308b<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u306fCoupang<\/strong><\/p>\n\n\n\n<p>NVIDIA\u3092\u8d8a\u3048\u308b\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u97d3\u56fd\u306eAmazon.com\u3068\u8a00\u308f\u308c\u308bCoupang\u3067\u3042\u308b\u3002\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u898f\u6a21\u306f3.0\u5104\u30c9\u30eb\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-coupang-nyse-cpng-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"389\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-coupang-nyse-cpng-chart.png\" alt=\"\" class=\"wp-image-36862\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-coupang-nyse-cpng-chart.png 618w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-coupang-nyse-cpng-chart-300x189.png 300w\" sizes=\"auto, (max-width: 618px) 100vw, 618px\" \/><\/a><\/figure>\n\n\n\n<p>\u30a2\u30e1\u30ea\u30ab\u3067\u306e\u91d1\u5229\u4f4e\u4e0b\u4ee5\u964d\u4e0a\u304c\u3063\u305f\u3068\u306f\u8a00\u3044\u96e3\u3044\u304c\u3001\u3068\u308a\u3042\u3048\u305a\u5e95\u6253\u3061\u3057\u305f\u3088\u3046\u306b\u306f\u898b\u3048\u308b\u3002\u3061\u306a\u307f\u306b\u3053\u306e\u9298\u67c4\u306f\u9577\u3089\u304f\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p><strong>\u5fa9\u6d3b\u3057\u305fMicrosoft\u306e\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3<\/strong><\/p>\n\n\n\n<p>\u3055\u3066\u30013\u756a\u76ee\u306b\u5927\u304d\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u4eca\u56de\u65b0\u305f\u306b\u8ffd\u52a0\u3055\u308c\u305fMicrosoft\u3067\u3042\u308b\u3002\u898f\u6a21\u306f2.1\u5104\u30c9\u30eb\u3067\u3042\u308b\u3002\u682a\u4fa1\u306f\u6b21\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-microsoft-nasdaq-msft-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"389\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-microsoft-nasdaq-msft-chart.png\" alt=\"\" class=\"wp-image-36866\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-microsoft-nasdaq-msft-chart.png 618w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-microsoft-nasdaq-msft-chart-300x189.png 300w\" sizes=\"auto, (max-width: 618px) 100vw, 618px\" \/><\/a><\/figure>\n\n\n\n<p>Microsoft\u306f\u65b0\u898f\u30dd\u30b8\u30b7\u30e7\u30f3\u3060\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u30b3\u30ed\u30ca\u5f8c\u306e\u4e0a\u6607\u76f8\u5834\u3067Microsoft\u3092\u5927\u304d\u304f\u8cb7\u3063\u3066\u3044\u305f\u3002\u4eca\u56de\u307e\u305f\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u3057\u3066\u5fa9\u6d3b\u3057\u305f\u308f\u3051\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>AI\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308bMicrosoft\u3082AI\u9298\u67c4\u3067\u3042\u308a\u3001\u305d\u308c\u4ee5\u4e0a\u306b\u30af\u30e9\u30a6\u30c9\u9298\u67c4\u3067\u3042\u308b\u3002\u3069\u3061\u3089\u3082\u6210\u9577\u7523\u696d\u3067\u3042\u308a\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u304a\u6c17\u306b\u5165\u308a\u306e\u9078\u629e\u80a2\u3068\u306a\u308b\u306e\u3082\u9837\u3051\u308b\u3002<\/p>\n\n\n\n<p><strong>Eli Lilly\u306f\u4e00\u90e8\u5229\u76ca\u78ba\u5b9a<\/strong><\/p>\n\n\n\n<p>Microsoft\u306b\u6b21\u3044\u3067\u898f\u6a21\u304c\u5927\u304d\u3044\u306e\u306f\u88fd\u85ac\u4f1a\u793e\u306eEli Lilly\u3067\u3042\u308b\u3002\u30dd\u30b8\u30b7\u30e7\u30f3\u898f\u6a21\u306f2.1\u5104\u30c9\u30eb\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u682a\u4fa1\u306f\u6b21\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-eli-lilly-nyse-lly-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"389\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-eli-lilly-nyse-lly-chart.png\" alt=\"\" class=\"wp-image-36869\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-eli-lilly-nyse-lly-chart.png 618w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2023\/05\/2023-5-16-eli-lilly-nyse-lly-chart-300x189.png 300w\" sizes=\"auto, (max-width: 618px) 100vw, 618px\" \/><\/a><\/figure>\n\n\n\n<p>Eli Lilly\u306f\u682a\u5f0f\u5e02\u5834\u5168\u4f53\u304c\u4e0b\u304c\u3063\u305f2022\u5e74\u306b\u3082\u4e0a\u6607\u3092\u7d9a\u3051\u305f\u73cd\u3057\u3044\u9298\u67c4\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u9298\u67c4\u3060\u3068\u3044\u3046\u3053\u3068\u3082\u305d\u3046\u3060\u304c\u3001\u5e02\u5834\u3067\u306f\u30a2\u30eb\u30c4\u30cf\u30a4\u30de\u30fc\u75c5\u306e\u9032\u884c\u3092\u9045\u3089\u305b\u308b\u65b0\u85ac\u304c\u8a71\u984c\u306b\u306a\u3063\u3066\u304a\u308a\u3001\u9023\u65e5\u306e\u9ad8\u5024\u66f4\u65b0\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u65b0\u85ac\u306e\u958b\u767a\u304c\u6210\u529f\u3059\u308b\u304b\u3057\u306a\u3044\u304b\u3068\u3044\u3046\u3053\u3068\u3082\u3001\u5e02\u5834\u3067\u3088\u304f\u8ced\u3051\u306e\u5bfe\u8c61\u3068\u306a\u308b\u30b7\u30ca\u30ea\u30aa\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306b\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u4eca\u56de\u4fdd\u6709\u682a\u6570\u309218%\u307b\u3069\u6e1b\u3089\u3057\u3066\u3044\u308b\u3002\u9806\u8abf\u306b\u4e0a\u304c\u3063\u305f\u306e\u3067\u4e00\u90e8\u5229\u76ca\u78ba\u5b9a\u3068\u3044\u3046\u3053\u3068\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306bForm 13F\u3067\u306f\u7a7a\u58f2\u308a\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306f\u958b\u793a\u3055\u308c\u306a\u3044\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36304\" data-type=\"post\" data-id=\"36304\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u30012023\u5e74\u306e\u682a\u5f0f\u5e02\u5834\u898b\u901a\u3057\u3092\u8a9e\u308b<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u682a\u5f0f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u5dee\u3057\u5f15\u304d\u30673%\u306e\u7a7a\u58f2\u308a\u306b\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u5dee\u3057\u5f15\u304d\u3067\u306f\u4f55\u3082\u3057\u3066\u3044\u306a\u3044\u3088\u3046\u3060\u304c\u3001\u308f\u305f\u3057\u306b\u306f\u3044\u3064\u3082\u8cb7\u3044\u305f\u3044\u9298\u67c4\u3068\u58f2\u308a\u305f\u3044\u9298\u67c4\u304c\u3042\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u8cb7\u3044\u305f\u3044\u9298\u67c4\u306e\u65b9\u306f\u3001\u7b2c3\u4f4d\u307e\u3067\u306f\u3059\u3079\u3066\u30cf\u30a4\u30c6\u30af\u9298\u67c4\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u3063\u305f\u3002\u6301\u3064\u306a\u3089\u3070\u30cf\u30fc\u30c9\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\u3067\u3082\u6210\u9577\u7dad\u6301\u3067\u304d\u308b\u4f01\u696d\u3068\u3044\u3046\u3053\u3068\u306a\u306e\u3060\u308d\u3046\u3002\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u9298\u67c4\u3067\u3042\u308bEli Lilly\u3082\u542b\u3081\u3001\u3084\u306f\u308a\u30a2\u30e1\u30ea\u30ab\u7d4c\u6e08\u306b\u5bfe\u3059\u308b\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u6697\u3044\u898b\u901a\u3057\u304c\u53cd\u6620\u3055\u308c\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36808\" data-type=\"post\" data-id=\"36808\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: \u30ea\u30fc\u30de\u30f3\u30b7\u30e7\u30c3\u30af\u3088\u308a\u9177\u304f\u306a\u308b\u53ef\u80fd\u6027\u306f\u5426\u5b9a\u3067\u304d\u306a\u3044<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u4ed6\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3089\u306f\u3069\u3093\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u306a\u3063\u3066\u3044\u308b\u3060\u308d\u3046\u304b\u3002\u305d\u3061\u3089\u3082\u7d39\u4ecb\u3057\u3066\u3086\u304f\u306e\u3067\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u3066\u3082\u3089\u3044\u305f\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u3055\u3066\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306e\u5b63\u7bc0\u304c\u3084\u3063\u3066\u304d\u305f\u3002 \u4eca\u56de\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30d5\u30a1\u30f3\u30c9\u3092\u904b\u7528\u3057\u3066\u3044\u305f\u3053\u3068\u3067\u6709\u540d\u306a\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3001Duques &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/36853\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001NVIDIA\u3092\u5927\u5e45\u8cb7\u3044\u5897\u3057\u3000AI\u9298\u67c4\u304b\u3064\u6697\u53f7\u8cc7\u7523\u9298\u67c4<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59,111],"tags":[130,152,188],"class_list":["post-36853","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-stanley-druckenmiller","tag-form-13f","tag-nvidia-nasdaq-nvda"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/36853","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=36853"}],"version-history":[{"count":21,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/36853\/revisions"}],"predecessor-version":[{"id":36878,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/36853\/revisions\/36878"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=36853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=36853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=36853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}