{"id":56133,"date":"2024-11-09T20:00:00","date_gmt":"2024-11-09T11:00:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=56133"},"modified":"2024-11-09T13:35:09","modified_gmt":"2024-11-09T04:35:09","slug":"nvidia%e3%81%ae%e6%ac%a1%e3%81%aeai%e9%8a%98%e6%9f%84lumentum%e3%80%81%e4%ba%88%e6%83%b3%e4%b8%8a%e5%9b%9e%e3%82%8b%e6%b1%ba%e7%ae%97%e3%81%a7%e6%a0%aa%e4%be%a1%e3%81%af%e6%8e%a8%e5%a5%a8%e6%99%82","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/56133","title":{"rendered":"NVIDIA\u306e\u6b21\u306eAI\u9298\u67c4Lumentum\u3001\u4e88\u60f3\u4e0a\u56de\u308b\u6c7a\u7b97\u3067\u682a\u4fa1\u306f\u63a8\u5968\u6642\u304b\u308960%\u9ad8\u9a30"},"content":{"rendered":"\n<p>\u3053\u3053\u306e\u8a18\u4e8b\u3067\u306fNVIDIA\u306e\u682a\u4fa1\u4e0a\u6607\u3092\u7684\u4e2d\u3055\u305b\u305f\u5f8c\u3001\u305d\u306e\u6b21\u306eAI\u9298\u67c4\u3068\u3057\u3066Coherent\u3068Lumentum\u3092\u63a8\u5968\u3057\u3066\u3044\u305f\u304c\u300111\u67087\u65e5\u306bLumentum\u304c\u6c7a\u7b97\u3092\u767a\u8868\u3057\u682a\u4fa1\u304c1\u65e5\u306713.9%\u4e0a\u6607\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>AI\u9298\u67c4\u306e\u682a\u4fa1\u4e0a\u6607<\/strong><\/p>\n\n\n\n<p>\u3053\u3053\u6700\u8fd1\u3001\u500b\u5225\u9298\u67c4\u306e\u63a8\u5968\u304c\u5f53\u305f\u308a\u904e\u304e\u3066\u3044\u308b\u3002\u53bb\u5e74\u63a8\u5968\u306e\u9298\u67c4\u306fNVIDIA\u3060\u3063\u305f\u304c\u3001AI\u306e\u8907\u96d1\u306a\u8a08\u7b97\u3092\u51e6\u7406\u3059\u308bGPU\u3092\u88fd\u9020\u3057\u3066\u3044\u308bNVIDIA\u306e\u305d\u306e\u5f8c\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u7c73\u56fd\u682a\u3092\u898b\u3066\u3044\u308b\u6295\u8cc7\u5bb6\u306a\u3089\u3070\u8ab0\u3067\u3082\u77e5\u3063\u3066\u3044\u308b\u3060\u308d\u3046\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 (2024\/2\/6)<\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-nvidia-nasdaq-nvda-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"708\" height=\"547\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-nvidia-nasdaq-nvda-chart.png\" alt=\"\" class=\"wp-image-56135\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-nvidia-nasdaq-nvda-chart.png 708w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-nvidia-nasdaq-nvda-chart-300x232.png 300w\" sizes=\"auto, (max-width: 708px) 100vw, 708px\" \/><\/a><\/figure>\n\n\n\n<p>AI\u306e\u8133\u305d\u306e\u3082\u306e\u3092\u4f5c\u3063\u3066\u3044\u308b\u4f1a\u793e\u306a\u306e\u3060\u304b\u3089\u5f53\u305f\u308a\u524d\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p><strong>Coherent\u3068Lumentum<\/strong><\/p>\n\n\n\n<p>\u305d\u306e\u5f8c\u3001NVIDIA\u304c\u53bb\u5e74\u307b\u3069\u306e\u5272\u5b89\u6c34\u6e96\u3067\u306f\u306a\u304f\u306a\u3063\u305f\u3068\u3044\u3046\u7406\u7531\u3067\u7b46\u8005\u306f\u5225\u306eAI\u9298\u67c4\u306b\u4e57\u308a\u63db\u3048\u305f\u3002\u305d\u308c\u304c\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u4e2d\u3092\u901a\u308b\u5149\u4fe1\u53f7\u3092\u30c7\u30fc\u30bf\u306b\u5909\u63db\u3059\u308b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u88fd\u9020\u3057\u3066\u3044\u308bCoherent\uff08\u696d\u754c1\u4f4d\uff09\u3068Lumentum\uff08\u696d\u754c2\u4f4d\uff09\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u4f55\u6545\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304cAI\u9298\u67c4\u306a\u306e\u304b\u3068\u8a00\u3048\u3070\u3001AI\u306fNVIDIA\u306e\u4f5c\u308bGPU\u3092\u4e26\u5217\u51e6\u7406\u3055\u305b\u308b\u3053\u3068\u304c\u6c42\u3081\u3089\u308c\u308b\u306e\u3067\u3001GPU\u9593\u306e\u30c7\u30fc\u30bf\u306e\u901a\u4fe1\u901f\u5ea6\u304c\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308a\u3001AI\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u9ad8\u901f\u306a\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u8cb7\u3044\u6f01\u308b\u5fc5\u8981\u6027\u306b\u8feb\u3089\u308c\u3066\u3044\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u308c\u3067\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u58f2\u4e0a\u9ad8\u6210\u9577\u7387\u306fNVIDIA\u4e26\u307f\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u305d\u308c\u3067\u3044\u3066\u682a\u4fa1\u306fNVIDIA\u3088\u308a\u3082\u304b\u306a\u308a\u5272\u5b89\u3060\u3063\u305f\u3002\u305d\u306e\u5f8cCoherent\u306e\u682a\u4fa1\u304c25%\u4e0a\u6607\u3057\u305f\u3068\u3053\u308d\u3067\u66f8\u3044\u305f\u8a18\u4e8b\u306b\u306f\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u304a\u3044\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/54034\" data-type=\"post\" data-id=\"54034\">NVIDIA\u306e\u6b21\u306eAI\u9298\u67c4Coherent\u3001\u4e88\u60f3\u901a\u308a25%\u4ee5\u4e0a\u306e\u682a\u4fa1\u4e0a\u6607 (2024\/9\/25)<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Coherent\u3068Lumentum\u306b\u95a2\u3059\u308b\u898b\u901a\u3057\u306f\u4eca\u306e\u3068\u3053\u308d\u7684\u4e2d\u3057\u3066\u3044\u308b\u3002\u53bb\u5e74\u306eNVIDIA\u3068\u540c\u3058\u3088\u3046\u306a\u72b6\u6cc1\u306b\u306a\u3063\u3066\u3044\u305f\u306e\u3060\u304b\u3089\u3001\u5f53\u305f\u308a\u524d\u3068\u8a00\u3048\u3070\u5f53\u305f\u308a\u524d\u3067\u3042\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p><strong>Lumentum\u306e\u597d\u6c7a\u7b97<\/strong><\/p>\n\n\n\n<p>\u305d\u308c\u3067\u4eca\u56de\u306fLumentum\u306e\u6c7a\u7b97\u3067\u3042\u308b\u3002Coherent\u3068Lumentum\u3092\u63a8\u5968\u3057\u3066\u304b\u3089\u521d\u3081\u3066\u306e\u6c7a\u7b97\u3060\u304c\u3001\u7d20\u6674\u3089\u3057\u3044\u30b9\u30bf\u30fc\u30c8\u306b\u306a\u3063\u305f\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>Lumentum\u306e7-9\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u306f3.4\u5104\u30c9\u30eb\u3068\u306a\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u306e3.2\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u3063\u305f\u3002\u6b21\u306e\u56db\u534a\u671f\u306e\u58f2\u4e0a\u4e88\u60f3\u306f3.8\u5104\u30c9\u30eb\u304b\u30894.0\u5104\u30c9\u30eb\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u5e73\u5747\u306e3.5\u5104\u30c9\u30eb\u3069\u3053\u308d\u304b\u4e88\u60f3\u6700\u9ad8\u5024\u306e3.76\u5104\u30c9\u30eb\u3092\u66f4\u306b\u4e0a\u56de\u308b\u81ea\u793e\u4e88\u60f3\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u4ed6\u306eAI\u9298\u67c4\u306e\u6c7a\u7b97\u3092\u898b\u3066\u3044\u308c\u3070AI\u9700\u8981\u304c\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u306e\u306f\u5206\u304b\u3063\u3066\u3044\u305f\u304c\u3001\u682a\u4e3b\u3068\u3057\u3066\u306f\u5b09\u3057\u3044\u7d50\u679c\u3068\u8a00\u3048\u308b\u3060\u308d\u3046\u3002\u5f53\u7136\u682a\u4fa1\u306f\u4e0a\u304c\u3063\u3066\u304a\u308a\u3001\u6c7a\u7b97\u306e\u65e5\u306b\u306f13.9%\u306e\u4e0a\u6607\u3068\u306a\u3063\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-lumentum-nasdaq-lite-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"708\" height=\"547\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-lumentum-nasdaq-lite-chart.png\" alt=\"\" class=\"wp-image-56142\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-lumentum-nasdaq-lite-chart.png 708w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-lumentum-nasdaq-lite-chart-300x232.png 300w\" sizes=\"auto, (max-width: 708px) 100vw, 708px\" \/><\/a><\/figure>\n\n\n\n<p>\u3053\u308c\u30678\u6708\u306e\u63a8\u5968\u8a18\u4e8b\u306e\u6642\u304b\u308961%\u306e\u682a\u4fa1\u4e0a\u6607\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\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 (2024\/8\/19)<\/a><\/li>\n<\/ul>\n\n\n\n<p>3\u30f6\u6708\u307b\u3069\u306e\u6295\u8cc7\u6210\u679c\u3068\u3057\u3066\u306f\u306a\u304b\u306a\u304b\u60aa\u304f\u306a\u3044\u306e\u3067\u306f\u306a\u3044\u3060\u308d\u3046\u304b\u3002<\/p>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306bCoherent\u3082\u5f53\u7136\u4e0a\u304c\u3063\u3066\u3044\u308b\u304c\u3001\u3053\u3061\u3089\u306f\u6c7a\u7b97\u306f\u307e\u3060\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\/2024\/11\/2024-11-9-coherent-nyse-cohr-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"708\" height=\"547\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-coherent-nyse-cohr-chart.png\" alt=\"\" class=\"wp-image-56143\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-coherent-nyse-cohr-chart.png 708w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2024\/11\/2024-11-9-coherent-nyse-cohr-chart-300x232.png 300w\" sizes=\"auto, (max-width: 708px) 100vw, 708px\" \/><\/a><\/figure>\n\n\n\n<p>Coherent\u306f\u696d\u754c1\u4f4d\u3060\u304c\u3001\u58f2\u4e0a\u9ad8\u306b\u5360\u3081\u308b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u5272\u5408\u306fLumentum\u306e\u65b9\u304c\u5927\u304d\u304f\u3001\u3069\u3061\u3089\u3082\u7532\u4e59\u3064\u3051\u304c\u305f\u3044\u9298\u67c4\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u3061\u306a\u307f\u306b\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u5e73\u5747\u306b\u57fa\u3065\u3051\u3070Lumentum\u306f\u6025\u6fc0\u306a\u5229\u76ca\u4e0a\u6607\u306b\u3088\u308a2026\u5e74\u306b\u306f\u5229\u76ca\u4e0a\u6607\u7387\u304c131%\u3001\u682a\u4fa1\u53ce\u76ca\u7387\u306f23\u500d\u3068\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u304a\u308a\u3001\u7570\u5e38\u306a\u6210\u9577\u7387\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u666e\u901a\u306e\u682a\u4fa1\u53ce\u76ca\u7387\u3068\u306a\u3063\u3066\u3044\u308b\uff08\u53bb\u5e74\u306eNVIDIA\u3068\u540c\u3058\u3067\u3042\u308b\uff09\u306e\u3060\u304c\u3001\u3053\u306e\u6570\u5b57\u306f\u4eca\u56de\u306e\u6c7a\u7b97\u767a\u8868\u3092\u52a0\u5473\u3057\u3066\u3044\u306a\u3044\u3082\u306e\u306a\u306e\u3067\u3001\u3082\u3046\u3059\u3050\u66f4\u306b\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u308b\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u7b46\u8005\u306e\u63a8\u3057\u9298\u67c4\u306e1\u3064Lumentum\u306e\u6c7a\u7b97\u767a\u8868\u3092\u5831\u3058\u3066\u307f\u305f\u3002\u63a8\u5968\u5f8c61%\u306e\u682a\u4fa1\u4e0a\u6607\u3068\u3044\u3046\u5341\u5206\u904e\u304e\u308b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306a\u306e\u3060\u304c\u3001\u6050\u3089\u304f\u3042\u3068\u6570\u5341\u30d1\u30fc\u30bb\u30f3\u30c8\u306f\u4e0a\u304c\u308b\u306f\u305a\u3067\u3042\u308b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u3053\u3053\u306e\u8a18\u4e8b\u3067\u306fNVIDIA\u306e\u682a\u4fa1\u4e0a\u6607\u3092\u7684\u4e2d\u3055\u305b\u305f\u5f8c\u3001\u305d\u306e\u6b21\u306eAI\u9298\u67c4\u3068\u3057\u3066Coherent\u3068Lumentum\u3092\u63a8\u5968\u3057\u3066\u3044\u305f\u304c\u300111\u67087\u65e5\u306bLumentum\u304c\u6c7a\u7b97\u3092\u767a\u8868\u3057\u682a\u4fa1\u304c1\u65e5\u306713.9%\u4e0a\u6607\u3057\u3066\u3044\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":[200],"class_list":["post-56133","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-stock-markets","tag-coherent-nyse-cohr"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/56133","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=56133"}],"version-history":[{"count":15,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/56133\/revisions"}],"predecessor-version":[{"id":56151,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/56133\/revisions\/56151"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=56133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=56133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=56133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}