{"id":52599,"date":"2024-08-22T20:00:00","date_gmt":"2024-08-22T11:00:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=52599"},"modified":"2024-08-22T14:35:56","modified_gmt":"2024-08-22T05:35:56","slug":"%e3%83%ac%e3%82%a4%e3%83%bb%e3%83%80%e3%83%aa%e3%82%aa%e6%b0%8f%e3%80%81%e7%b1%b3%e5%9b%bd%e6%a0%aaai%e9%8a%98%e6%9f%84%e3%81%aenvidia%e3%81%a8microsoft%e3%82%92%e5%a4%a7%e5%b9%85%e8%b2%b7%e3%81%84","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52599","title":{"rendered":"\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u3001\u7c73\u56fd\u682aAI\u9298\u67c4\u306eNVIDIA\u3068Microsoft\u3092\u5927\u5e45\u8cb7\u3044\u5897\u3057"},"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\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u304c\u5275\u696d\u3057\u305f\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001Bridgewater\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u89e3\u8aac\u3059\u308b\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u30c0\u30ea\u30aa\u6c0f\u306e\u7c73\u56fd\u682a\u30dd\u30b8\u30b7\u30e7\u30f3<\/strong><\/p>\n\n\n\n<p>\u3053\u308c\u307e\u3067\u306e\u8a18\u4e8b\u3067\u306f\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u3068\u305d\u306e\u5f1f\u5b50\u306e\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u7d39\u4ecb\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u4eca\u56de\u306eForm 13F\u306f6\u6708\u672b\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308b\u3082\u306e\u3067\u3042\u308a\u3001\u305d\u308c\u306f7\u6708\u304b\u30898\u6708\u306b\u304b\u3051\u3066\u306e\u682a\u5b89\u306e\u76f4\u524d\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308b\u304c\u3001\u30bd\u30ed\u30b9\u6c0f\u3082\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3082\u7c73\u56fd\u682a\u3092\u58f2\u5374\u3057\u3066\u3044\u305f\u3053\u3068\u304c\u660e\u3089\u304b\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\/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\n\n\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52391\" data-type=\"post\" data-id=\"52391\">\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<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u306f\u3069\u3046\u304b\u3068\u8a00\u3048\u3070\u3001Form 13F\u306b\u5831\u544a\u3055\u308c\u3066\u3044\u308b\u30dd\u30b8\u30b7\u30e7\u30f3\u7dcf\u984d\u306f192\u5104\u30c9\u30eb\u3068\u3001\u524d\u56de3\u6708\u672b\u306e198\u5104\u30c9\u30eb\u304b\u3089\u307b\u3068\u3093\u3069\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u3002<\/p>\n\n\n\n<p>Bridgewater\u306f\u591a\u3044\u6642\u306b\u306f250\u5104\u30c9\u30eb\u8fd1\u8fba\u307e\u3067\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5897\u3084\u3057\u3001\u5c11\u306a\u3044\u6642\u306b\u306f100\u5104\u30c9\u30eb\u4ee5\u4e0b\u307e\u3067\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6e1b\u3089\u3059\u306e\u3067\u3001\u4eca\u306e\u6c34\u6e96\u306f\u591a\u3044\u3068\u3082\u5c11\u306a\u3044\u3068\u3082\u8a00\u3048\u306a\u3044\u6570\u5b57\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p><strong>\u30c0\u30ea\u30aa\u6c0f\u306e\u500b\u5225\u682a\u9078\u629e<\/strong><\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u500b\u5225\u682a\u306b\u306f\u9762\u767d\u3044\u5909\u5316\u304c\u898b\u3089\u308c\u308b\u3002\u30c0\u30ea\u30aa\u6c0f\u306f\u5c11\u3057\u524d\u307e\u3067P&amp;G\u3084Johnson &amp; Johnson\u306a\u3069\u306e\u6d88\u8cbb\u8ca1\u682a\u3092\u591a\u304f\u4fdd\u6709\u3057\u3066\u3044\u305f\u304c\u3001\u73fe\u5728\u306e\u500b\u5225\u682a\u30dd\u30b8\u30b7\u30e7\u30f3\uff08ETF\u9664\u304f\uff09\u3092\u91d1\u984d\u9806\u306b\u4e26\u3079\u308b\u3068\u4e0a\u4f4d\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Alphabet:<\/strong> 8.3\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>NVIDIA:<\/strong> 8.1\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>P&amp;G:<\/strong> 5.9\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>Amazon.com:<\/strong> 5.1\u5104\u30c9\u30eb<\/li>\n\n\n\n<li><strong>Microsoft:<\/strong> 4.9\u5104\u30c9\u30eb<\/li>\n<\/ul>\n\n\n\n<p>\u6d88\u8cbb\u8ca1\u682a\u304c\u6e1b\u3089\u3055\u308c\u3001\u30cf\u30a4\u30c6\u30af\u682a\u306e\u5272\u5408\u304c\u5897\u3048\u3066\u3044\u308b\u3002\u3053\u306e\u4e2d\u3067\u4eca\u56de\u5927\u304d\u304f\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u5897\u3048\u3066\u3044\u308b\u306e\u306fNVIDIA\u3001Amazon.com\u3001Microsoft\u3067\u3042\u308a\u3001\u305d\u308c\u305e\u308c9.3\u500d\u30012.5\u500d\u30011.9\u500d\u306b\u682a\u6570\u304c\u5897\u52a0\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u4e2d\u3067\u3082\u5927\u304d\u304f\u5897\u3048\u3066\u3044\u308b\u306e\u306fNVIDIA\u3067\u3042\u308a\u3001AI\u3084\u6697\u53f7\u901a\u8ca8\u306e\u6f14\u7b97\u306b\u4f7f\u308f\u308c\u308bGPU\u3092\u88fd\u9020\u3057\u3066\u3044\u308b\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>Microsoft\u3082ChatGPT\u3092\u4f5c\u3063\u3066\u3044\u308bOpenAI\u306b\u6295\u8cc7\u3057\u3066\u3044\u308b\u307b\u304b\u3001AI\u95a2\u9023\u306e\u30b5\u30fc\u30d3\u30b9\u3082\u884c\u306a\u3063\u3066\u304a\u308a\u3001\u3053\u306e\u5e03\u9663\u306f\u660e\u3089\u304b\u306bAI\u9700\u8981\u306b\u8ced\u3051\u308b\u3053\u3068\u3092\u72d9\u3063\u305f\u3082\u306e\u3068\u601d\u308f\u308c\u308b\u3002<\/p>\n\n\n\n<p>\u7b46\u8005\u304c\u53bb\u5e74\u304b\u3089\u8a00\u3063\u3066\u3044\u305f\u3001NVIDIA\u306f\u9ad8\u3044\u682a\u4fa1\u53ce\u76ca\u7387\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u5272\u5b89\u3060\u3068\u3044\u3046\u4e3b\u5f35\u304c\u3001\u30c0\u30ea\u30aa\u6c0f\u306b\u3082\u3088\u3046\u3084\u304f\u5206\u304b\u3063\u305f\u306e\u3060\u308d\u3046\u304b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/44138\" data-type=\"post\" data-id=\"44138\">NVIDIA\u682a\u3001\u7b46\u8005\u306e\u63a8\u5968\u8a18\u4e8b\u5f8c\u306b66%\u4e0a\u6607<\/a><\/li>\n<\/ul>\n\n\n\n<p>NVIDIA\u306e\u682a\u4fa1\u30c1\u30e3\u30fc\u30c8\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\/2024\/08\/2024-8-22-nvidia-nasdaq-nvda-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"549\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-22-nvidia-nasdaq-nvda-chart.png\" alt=\"\" class=\"wp-image-52610\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-22-nvidia-nasdaq-nvda-chart.png 706w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-22-nvidia-nasdaq-nvda-chart-300x233.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/a><\/figure>\n\n\n\n<p>Microsoft\u306f\u6b21\u306e\u3088\u3046\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u3002NVIDIA\u3088\u308a\u306f\u4e0d\u8abf\u3060\u304c\u3001\u672c\u696d\u304cAI\u3068\u306f\u95a2\u9023\u3057\u3066\u3044\u306a\u3044\u5dee\u304c\u51fa\u305f\u306e\u3060\u308d\u3046\u304b\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\/2024-8-22-microsoft-nasdaq-msft-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"549\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-22-microsoft-nasdaq-msft-chart.png\" alt=\"\" class=\"wp-image-52611\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-22-microsoft-nasdaq-msft-chart.png 706w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/08\/2024-8-22-microsoft-nasdaq-msft-chart-300x233.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/a><\/figure>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u304c\u3068\u3046\u3068\u3046AI\u306b\u8208\u5473\u3092\u6301\u3063\u305f\u3088\u3046\u3067\u3042\u308b\u3002NVIDIA\u306e\u9577\u671f\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u306f\u4ee5\u4e0b\u306e\u8a18\u4e8b\u3067\u8aac\u660e\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\/39418\" data-type=\"post\" data-id=\"39418\">AI\u9298\u67c4\u306eNVIDIA\u682a\u306f\u6700\u521d\u306eiPhone\u767a\u8868\u76f4\u5f8c\u306eApple\u682a\u3068\u540c\u3058 (2023\/8\/31)<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u9577\u671f\u898b\u901a\u3057\u306b\u95a2\u3057\u3066\u306f\u3053\u3053\u3067\u66f8\u3044\u305f\u5185\u5bb9\u3068\u4eca\u3067\u3082\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u304c\u3001NVIDIA\u306b\u95a2\u3057\u3066\u8a00\u3048\u3070\u682a\u4fa1\u4e0a\u6607\u306b\u3088\u308a\u77ed\u671f\u7684\u306a\u5272\u5b89\u3055\u306f\u65e2\u306b\u306a\u304f\u306a\u3063\u3066\u3057\u307e\u3063\u305f\u30028\u6708\u59cb\u3081\u306e\u4e0b\u843d\u6642\u306b\u304a\u3044\u3066\u3082\u3001\u53bb\u5e74\u307b\u3069\u5272\u5b89\u306a\u308f\u3051\u3067\u306f\u306a\u304b\u3063\u305f\u3002<\/p>\n\n\n\n<p>\u7b46\u8005\u3082\u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u3082\u3001NVIDIA\u306e\u77ed\u671f\u7684\u306a\u682a\u4fa1\u52d5\u5411\u306b\u8208\u5473\u3092\u6301\u3063\u3066\u3044\u305f\u306e\u306f\u53bb\u5e74\u306e\u8a71\u3067\u3042\u308a\u3001NVIDIA\u304c\u7834\u683c\u306e\u5272\u5b89\u6c34\u6e96\u3068\u306f\u8a00\u3048\u306a\u304f\u306a\u3063\u305f\u4eca\u3001\u6b21\u306eAI\u9298\u67c4\u306b\u76ee\u7dda\u3092\u79fb\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\/52420\" data-type=\"post\" data-id=\"52420\">Coherent: \u30c9\u30e9\u30c3\u30b1\u30f3\u30df\u30e9\u30fc\u6c0f\u306e\u63a8\u3059NVIDIA\u306e\u6b21\u306eAI\u9298\u67c4<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/52474\" data-type=\"post\" data-id=\"52474\">NVIDIA\u306e\u6b21\u306b\u682a\u4fa1\u304c\u9ad8\u9a30\u3059\u308bAI\u9298\u67c4\u306fCoherent\u304bLumentum\u304b\uff1f<\/a><\/li>\n<\/ul>\n\n\n\n<p>Coherent\u3084Lumentum\u306f\u73fe\u5728\u3001\u53bb\u5e74\u306eNVIDIA\u3068\u540c\u3058\u304b\u3001\u305d\u308c\u4ee5\u4e0a\u306b\u5272\u5b89\u306a\u6c34\u6e96\u306b\u3042\u308b\u3002\u30c0\u30ea\u30aa\u6c0f\u306e\u9078\u629e\u306f\u9577\u671f\u6295\u8cc7\u3068\u3057\u3066\u306f\u9593\u9055\u3044\u3067\u306f\u306a\u3044\u306e\u3060\u308d\u3046\u304c\u3001NVIDIA\u306b\u8208\u5473\u3092\u6301\u3064\u306e\u304c\u5c11\u3057\u9045\u304f\u306f\u306a\u304b\u3063\u305f\u3060\u308d\u3046\u304b\u3002<\/p>\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\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u304c\u5275\u696d\u3057\u305f\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001Bridgewater\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u89e3\u8aac\u3059\u308b\u3002<\/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":[102,188],"class_list":["post-52599","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-ray-dalio","tag-nvidia-nasdaq-nvda"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/52599","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=52599"}],"version-history":[{"count":24,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/52599\/revisions"}],"predecessor-version":[{"id":52625,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/52599\/revisions\/52625"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=52599"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=52599"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=52599"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}