{"id":52391,"date":"2024-08-16T20:00:00","date_gmt":"2024-08-16T11:00:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=52391"},"modified":"2024-08-22T13:59:40","modified_gmt":"2024-08-22T04:59:40","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%81%e7%b1%b3%e5%9b%bd%e6%a0%aa%e3%82%92%e5%a4%a7%e5%b9%85%e5%a3%b2%e5%8d%b4%e3%80%80%e5%80%8b%e5%88%a5%e6%a0%aa","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52391","title":{"rendered":"\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001\u7c73\u56fd\u682a\u3092\u5927\u5e45\u58f2\u5374\u3000\u500b\u5225\u682a\u306fNVIDIA\u306e\u6b21\u306eAI\u9298\u67c4\u306b\u6295\u8cc7"},"content":{"rendered":"\n<p>\u5f15\u304d\u7d9a\u304d\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u3067\u3042\u308b\u3002\u4eca\u56de\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u3092\u9577\u5e74\u904b\u7528\u3057\u3066\u3044\u305f\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\u3092\u7d39\u4ecb\u3059\u308b\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3082\u7c73\u56fd\u682a\u58f2\u5374<\/strong><\/p>\n\n\n\n<p>\u524d\u56de\u306e\u8a18\u4e8b\u3067\u306f\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u5e2b\u3067\u3042\u308b\u30bd\u30ed\u30b9\u6c0f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7d39\u4ecb\u3057\u305f\u304c\u3001\u30bd\u30ed\u30b9\u6c0f\u306f7\u6708\u304b\u3089\u306e\u682a\u4fa1\u4e0b\u843d\u306e\u524d\u306b\u7c73\u56fd\u682a\u3092\u58f2\u308a\u6255\u3063\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52360\" data-type=\"post\" data-id=\"52360\">\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u3001\u4e16\u754c\u7684\u306a\u682a\u5b89\u304c\u59cb\u307e\u308b\u524d\u306b\u7c73\u56fd\u682a\u3092\u58f2\u3063\u3066\u3044\u305f<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u3067\u306f\u5f1f\u5b50\u3067\u3042\u308b\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u3069\u3046\u304b\u3068\u8a00\u3048\u3070\u3001\u8208\u5473\u6df1\u3044\u3053\u3068\u306b\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3082\u7c73\u56fd\u682a\u306e\u591a\u304f\u3092\u58f2\u5374\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u306f6\u6708\u672b\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u958b\u793a\u3060\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304cForm 13F\u306b\u5831\u544a\u3057\u3066\u3044\u308b\u7c73\u56fd\u682a\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u7dcf\u984d\u306f3\u6708\u672b\u306e44\u5104\u30c9\u30eb\u304b\u308929\u5104\u30c9\u30eb\u306b\u5927\u304d\u304f\u6e1b\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p><strong>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u76f8\u5834\u89b3<\/strong><\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u4eca\u4f55\u3092\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u3002\u30b3\u30ed\u30ca\u5f8c\u306e\u73fe\u91d1\u7d66\u4ed8\u3067\u30a4\u30f3\u30d5\u30ec\u304c\u767a\u751f\u3057\u3066\u4ee5\u6765\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u76f8\u5834\u89b3\u306f\u4e00\u8cab\u3057\u3066\u3044\u308b\u3002\u30a4\u30f3\u30d5\u30ec\u76f8\u5834\u3067\u306f\u30a4\u30f3\u30d5\u30ec\u6642\u306b\u306f\u682a\u4fa1\u306f\u4e0a\u6607\u3057\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u53ce\u307e\u3063\u305f\u5f8c\u3067\u682a\u4fa1\u306f\u4e0b\u304c\u308b\u3068\u3044\u3046\u3082\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/31421\" data-type=\"post\" data-id=\"31421\">\u30cf\u30a4\u30a8\u30af: \u30a4\u30f3\u30d5\u30ec\u6e1b\u901f\u5f8c\u306e\u5931\u696d\u5897\u52a0\u306f\u907f\u3051\u3089\u308c\u306a\u3044<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u3060\u304b\u3089\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u7c73\u56fd\u682a\u304c\u9577\u671f\u7684\u306b\u4e0a\u304c\u3063\u305f\u308a\u4e0b\u304c\u3063\u305f\u308a\u3092\u7e70\u308a\u8fd4\u3059\u3068\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\/37011\" data-type=\"post\" data-id=\"37011\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: \u4eca\u5f8c10\u5e74\u306e\u682a\u5f0f\u5e02\u5834\u306f\u30d0\u30a4\u30a2\u30f3\u30c9\u30db\u30fc\u30eb\u30c9\u3067\u306f\u52dd\u3066\u306a\u3044<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u305d\u308c\u304c\u5b9f\u969b\u30011970\u5e74\u4ee3\u306e\u7269\u4fa1\u9ad8\u9a30\u6642\u4ee3\u306b\u8d77\u3053\u3063\u305f\u3053\u3068\u3067\u3042\u308b\u3002\u30a4\u30f3\u30d5\u30ec\u76f8\u5834\u3068\u306f\u305d\u3046\u3044\u3046\u3082\u306e\u306a\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p><strong>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u500b\u5225\u682a\u9078\u629e<\/strong><\/p>\n\n\n\n<p>\u305d\u306e\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u304c\u7c73\u56fd\u682a\u3092\u58f2\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u53ce\u307e\u308a\u682a\u4fa1\u304c\u4e0b\u304c\u308b\u6642\u671f\u304c\u6765\u305f\u3068\u5224\u65ad\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>\u3060\u304c\u3001\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u500b\u5225\u682a\u306f\u5225\u3060\u3068\u8003\u3048\u3066\u3044\u305f\u3002\u305d\u308c\u3067\u8cb7\u3063\u3066\u3044\u305f\u306e\u304cAI\u9298\u67c4\u7b46\u982d\u306eNVIDIA\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/37365\" data-type=\"post\" data-id=\"37365\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306eNVIDIA\u306e\u682a\u4fa1\u4e88\u60f3: \u6697\u53f7\u901a\u8ca8\u3068\u9055\u3063\u3066AI\u306f\u672c\u7269 (2023\/6\/10)<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u6b74\u53f2\u3092\u898b\u308c\u3070\u3001\u666f\u6c17\u5f8c\u9000\u3067\u3082\u6301\u7d9a\u7684\u306b\u975e\u5e38\u306b\u826f\u3044\u6c7a\u7b97\u3092\u51fa\u305b\u3070\u3001\u682a\u4fa1\u306f\u554f\u984c\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u5206\u304b\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u76f8\u5834\u5168\u4f53\u304c\u60aa\u3044\u5834\u5408\u306b\u3082\u500b\u5225\u682a\u306f\u5225\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3042\u308b\u3002\u3061\u306a\u307f\u306bNVIDIA\u306f\u7206\u767a\u7684\u306a\u58f2\u4e0a\u9ad8\u6210\u9577\u3092\u898b\u305b\u3001\u682a\u4fa1\u306f6\u500d\u306b\u306a\u3063\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/48627\" data-type=\"post\" data-id=\"48627\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: NVIDIA\u306f6\u500d\u306b\u306a\u3063\u305f\u306e\u3067\u4e00\u90e8\u5229\u76ca\u78ba\u5b9a\u3057\u305f (2024\/5\/13)<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u305d\u3057\u3066\u4eca\u3084\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306f\u5225\u306eAI\u9298\u67c4\u3092\u898b\u3066\u3044\u308b\u3002\u305d\u308c\u306f\u5de5\u696d\u7528\u30ec\u30fc\u30b6\u30fc\u3084\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u95a2\u9023\u90e8\u54c1\u306a\u3069\u3092\u88fd\u9020\u3057\u3066\u3044\u308bCoherent\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>Coherent\u306f\u3053\u308c\u307e\u3067\u306f\u666e\u901a\u306e\u9298\u67c4\u3060\u3063\u305f\u306e\u3060\u304c\u3001\u88fd\u9020\u3057\u3066\u3044\u308b\u88fd\u54c1\u306e\u3046\u3061\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u5149\u3092\u30c7\u30fc\u30bf\u306b\u5909\u63db\u3059\u308b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304cAI\u7528\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306a\u3069\u3067\u4f7f\u308f\u308c\u3066\u304a\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3067\u306f\u6765\u5e74\u304b\u3089\u518d\u6765\u5e74\u306b\u304b\u3051\u3066\u5229\u76ca\u306e\u6210\u9577\u7387\u304c40%\u306b\u306a\u308b\u3068\u60f3\u5b9a\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>Coherent\u306e\u682a\u4fa1\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u304a\u308a\u3001\u6765\u5e74\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u306b\u57fa\u3065\u304f\u682a\u4fa1\u53ce\u76ca\u7387\u306f23\u500d\u3001\u518d\u6765\u5e74\u306e\u5229\u76ca\u4e88\u60f3\u306b\u57fa\u3065\u3051\u307017\u500d\u3068\u304b\u306a\u308a\u5b89\u3044\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-16-coherent-nyse-cohr-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"549\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-16-coherent-nyse-cohr-chart.png\" alt=\"\" class=\"wp-image-52398\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-16-coherent-nyse-cohr-chart.png 706w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-16-coherent-nyse-cohr-chart-300x233.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/a><\/figure>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306f2.6\u5104\u30c9\u30eb\u3067\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5185\u6700\u5927\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>Coherent\u306b\u3064\u3044\u3066\u306f\u5225\u9014\u8a73\u3057\u3044\u8a18\u4e8b\u3092\u66f8\u304f\u3064\u3082\u308a\u3060\u304c\u3001\u8981\u6ce8\u76ee\u9298\u67c4\u3068\u3057\u3066\u7d39\u4ecb\u3057\u3066\u304a\u304f\u3002<\/p>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u30bd\u30ed\u30b9\u6c0f\u3068\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u4e21\u65b9\u304c\u7c73\u56fd\u682a\u5168\u4f53\u306b\u95a2\u3057\u3066\u306f\u30ea\u30b9\u30af\u30aa\u30d5\u306e\u59ff\u52e2\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52360\" data-type=\"post\" data-id=\"52360\">\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u3001\u4e16\u754c\u7684\u306a\u682a\u5b89\u304c\u59cb\u307e\u308b\u524d\u306b\u7c73\u56fd\u682a\u3092\u58f2\u3063\u3066\u3044\u305f<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u3060\u304c\u305d\u308c\u3088\u308a\u3082\u91cd\u8981\u306a\u306e\u306fCoherent\u3067\u306f\u306a\u3044\u304b\u3002\u5e02\u5834\u304cNVIDIA\u306b\u6ce8\u76ee\u3057\u3066\u3044\u308b\u9593\u306b\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u305f\u3061\u306f\u6b21\u306e\u9298\u67c4\u3092\u63a2\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u9298\u67c4\u306e\u9078\u3073\u65b9\u306b\u3064\u3044\u3066\u306f\u4ee5\u4e0b\u306e\u8a18\u4e8b\u3092\u53c2\u8003\u306b\u3057\u3066\u3082\u3089\u3044\u305f\u3044\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/46187\" data-type=\"post\" data-id=\"46187\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f: \u4eca\u5229\u76ca\u306e\u51fa\u3066\u3044\u308b\u4f1a\u793e\u306e\u682a\u3092\u8cb7\u3046\u306a<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u5f15\u304d\u7d9a\u304d\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u7c73\u56fd\u682a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u3067\u3042\u308b\u3002\u4eca\u56de\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u306e\u30af\u30a9\u30f3\u30bf\u30e0\u30fb\u30d5\u30a1\u30f3\u30c9\u3092\u9577\u5e74\u904b\u7528\u3057\u3066\u3044\u305f\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 Famil &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52391\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3001\u7c73\u56fd\u682a\u3092\u5927\u5e45\u58f2\u5374\u3000\u500b\u5225\u682a\u306fNVIDIA\u306e\u6b21\u306eAI\u9298\u67c4\u306b\u6295\u8cc7<\/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":[130,152,200],"class_list":["post-52391","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-stanley-druckenmiller","tag-form-13f","tag-coherent-nyse-cohr"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/52391","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=52391"}],"version-history":[{"count":25,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/52391\/revisions"}],"predecessor-version":[{"id":52419,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/52391\/revisions\/52419"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=52391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=52391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=52391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}