{"id":59394,"date":"2025-02-04T20:00:00","date_gmt":"2025-02-04T11:00:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=59394"},"modified":"2025-02-04T14:35:30","modified_gmt":"2025-02-04T05:35:30","slug":"%e3%82%b5%e3%83%9e%e3%83%bc%e3%82%ba%e6%b0%8f-%e6%a0%aa%e4%be%a1%e6%80%a5%e8%90%bd%e3%81%a7%e6%85%8c%e3%81%a6%e3%81%a6%e5%a3%b2%e3%82%8b%e3%81%ae%e3%81%af%e5%a4%a7%e3%81%8d%e3%81%aa%e9%96%93%e9%81%95","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/59394","title":{"rendered":"\u30b5\u30de\u30fc\u30ba\u6c0f: \u682a\u4fa1\u6025\u843d\u3067\u614c\u3066\u3066\u58f2\u308b\u306e\u306f\u5927\u304d\u306a\u9593\u9055\u3044"},"content":{"rendered":"\n<p>\u30a2\u30e1\u30ea\u30ab\u306e\u5143\u8ca1\u52d9\u9577\u5b98\u3067\u7d4c\u6e08\u5b66\u8005\u306e\u30e9\u30ea\u30fc\u30fb\u30b5\u30de\u30fc\u30ba\u6c0f\u304cBloomberg\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u6700\u8fd1\u306e\u682a\u4fa1\u4e0b\u843d\u306b\u3064\u3044\u3066\u30b3\u30e1\u30f3\u30c8\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u6700\u8fd1\u306e\u682a\u4fa1\u4e0b\u843d<\/strong><\/p>\n\n\n\n<p>\u682a\u5f0f\u5e02\u5834\u304c\u3084\u3084\u8352\u308c\u3066\u3044\u308b\u3002\u4e2d\u56fd\u306eAI\u3067\u3042\u308bDeepSeek\u306e\u53f0\u982d\u306b\u3088\u3063\u3066\u5148\u6708\u672b\u306b\u7c73\u56fd\u682a\u306fAI\u9298\u67c4\u3092\u4e2d\u5fc3\u306b\u6025\u843d\u3057\u305f\u304c\u3001\u305d\u306e\u5f8c\u56de\u5fa9\u3057\u305f\u3082\u306e\u306e\u4eca\u5ea6\u306f\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306e\u95a2\u7a0e\uff08\u6700\u521d\u304b\u3089\u5206\u304b\u308a\u304d\u3063\u3066\u3044\u305f\u3067\u306f\u306a\u3044\u304b\uff09\u306e\u30cb\u30e5\u30fc\u30b9\u3067\u307e\u305f\u4e0b\u65b9\u5411\u306b\u52d5\u3044\u305f\u3002<\/p>\n\n\n\n<p>\u6700\u8fd1\u306e\u682a\u4fa1\u6025\u843d\u3092\u30b5\u30de\u30fc\u30ba\u6c0f\u306f\u3069\u3046\u6349\u3048\u3066\u3044\u308b\u3060\u308d\u3046\u304b\u3002\u30b5\u30de\u30fc\u30ba\u6c0f\u306f\u30b5\u30de\u30fc\u30ba\u6c0f\u3089\u3057\u3044\u843d\u3061\u7740\u3044\u305f\u3082\u306e\u306e\u898b\u65b9\u3067\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u91d1\u878d\u5e02\u5834\u3067\u6295\u8cc7\u5bb6\u304c\u72af\u3059\u5927\u304d\u306a\u9593\u9055\u3044\u306e\u307b\u3068\u3093\u3069\u306f\u3001\u6628\u65e5\u3084\u3063\u3066\u304a\u304f\u3079\u304d\u3053\u3068\u3092\u4eca\u65e5\u3084\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u8d77\u304d\u308b\u3002<\/p>\n\n\n\n<p>\u3060\u304b\u3089\u4eba\u3005\u306f\u5927\u304d\u306a\u4e0b\u843d\u304c\u3042\u3063\u305f\u4eca\u3001\u6016\u304f\u306a\u3063\u3066\u58f2\u308a\u6642\u3060\u3068\u8003\u3048\u305f\u308a\u3001\u9006\u306b\u5927\u304d\u306a\u4e0a\u6607\u304c\u3042\u3063\u305f\u5f8c\u306b\u6ce2\u306b\u4e57\u308b\u3079\u304d\u3060\u3068\u8003\u3048\u305f\u308a\u3059\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u3060\u304c\u305d\u308c\u306f\u640d\u5931\u3092\u91cd\u306d\u308b\u8fd1\u9053\u3067\u3042\u308b\u3002\u4f55\u6545\u306a\u3089\u3070\u3001\u682a\u4fa1\u304c\u4e0a\u304c\u3063\u305f\u304b\u3089\u8cb7\u3044\u3001\u4e0b\u304c\u3063\u305f\u304b\u3089\u58f2\u308b\u4eba\u306f\u3001\u81ea\u5206\u304b\u3089\u9ad8\u5024\u3067\u8cb7\u3063\u3066\u5b89\u5024\u3067\u58f2\u308a\u306b\u884c\u3063\u3066\u3044\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u7b46\u8005\u306e\u898b\u308b\u9650\u308a\u3001\u6295\u8cc7\u521d\u5fc3\u8005\u304c\u6295\u8cc7\u3067\u5927\u6557\u3059\u308b\u539f\u56e0\u306e\u591a\u304f\u306f\u3053\u3053\u306b\u3042\u308b\u3002\u591a\u304f\u306e\u4eba\u304c\u58f2\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u306f\u3001\u6295\u8cc7\u3067\u640d\u3092\u51fa\u3057\u305f\u6642\u3067\u3042\u308b\u3002\u3060\u304b\u3089\u5f7c\u3089\u306e\u6295\u8cc7\u306f\u5fc5\u305a\u640d\u3092\u51fa\u3057\u3066\u7d42\u308f\u308b\u3002\u81ea\u5206\u3067\u305d\u3046\u6c7a\u3081\u3066\u3044\u308b\u304b\u3089\u305d\u3046\u306a\u308b\u306e\u3060\u304c\u3001\u305d\u308c\u306b\u6c17\u4ed8\u304f\u307e\u3067\u306b\u307b\u3068\u3093\u3069\u306e\u4eba\u306f\u9577\u3044\u6642\u9593\u304c\u304b\u304b\u308b\u3002<\/p>\n\n\n\n<p>\u30b5\u30de\u30fc\u30ba\u6c0f\u306f\u6b21\u306e\u3088\u3046\u306b\u8a00\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u5927\u304d\u306a\u4e0a\u6607\u76f8\u5834\u306e\u9014\u4e2d\u3067\u306f\u3001\u8abf\u6574\u3084\u4e00\u6642\u7684\u306a\u4e0b\u843d\u304c\u3042\u308b\u306e\u306f\u5f53\u305f\u308a\u524d\u306e\u3053\u3068\u3060\u3002\u3060\u304b\u3089\u682a\u4fa1\u304c\u5927\u304d\u304f\u4e0a\u304c\u3063\u305f\u5f8c\u3067\u4e0b\u843d\u3057\u305f\u304b\u3089\u3068\u3044\u3063\u3066\u3001\u305d\u308c\u3067\u305d\u306e\u6b21\u306e\u52d5\u304d\u304c\u3069\u3061\u3089\u306b\u4fdd\u8a3c\u3055\u308c\u308b\u3053\u3068\u3082\u306a\u3044\u3002<\/p>\n<\/blockquote>\n\n\n\n<p><strong>\u682a\u4fa1\u4e0b\u843d\u306e\u6642\u306b\u3059\u3079\u304d\u3053\u3068<\/strong><\/p>\n\n\n\n<p>\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u305f\u6642\u306b\u3059\u3079\u304d\u3053\u3068\u306f\u306f\u3063\u304d\u308a\u3057\u3066\u3044\u308b\u3002\u30b5\u30de\u30fc\u30ba\u6c0f\u306f\u6b21\u306e\u3088\u3046\u306b\u8ff0\u3079\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u4e00\u756a\u6210\u529f\u3059\u308b\u6295\u8cc7\u5bb6\u306f\u3001\u3053\u3046\u3057\u305f\u72b6\u6cc1\u3067\u5927\u5c40\u306b\u7acb\u3063\u3066\u5224\u65ad\u3057\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u591a\u5c11\u8abf\u6574\u3059\u308b\u304c\u30011\u65e51\u65e5\u306e\u5e02\u5834\u306e\u52d5\u304d\u306b\u306f\u904e\u5270\u53cd\u5fdc\u3057\u306a\u3044\u4eba\u3060\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u5834\u5408\u5206\u3051\u3057\u3066\u8003\u3048\u3088\u3046\u3002\u3082\u3057\u3042\u306a\u305f\u304c\u682a\u4fa1\u4e0b\u843d\u3092\u4e88\u60f3\u3057\u3066\u3044\u305f\u306a\u3089\u3002\u305d\u308c\u306f\u5358\u306b\u4e88\u60f3\u901a\u308a\u306b\u884c\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3042\u308b\u3002\u9006\u306b\u3042\u306a\u305f\u304c\u9577\u671f\u7684\u306b\u682a\u4fa1\u306f\u4e0a\u304c\u308b\u3068\u8003\u3048\u3066\u3044\u305f\u306a\u3089\u3070\u3001\u4e0b\u843d\u306f\u5c06\u6765\u4e0a\u304c\u308b\u682a\u3092\u5b89\u304f\u8cb7\u3048\u308b\u826f\u3044\u6a5f\u4f1a\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<p>\u682a\u4fa1\u304c\u4e0b\u843d\u3059\u308b\u6642\u306b\u306f\u69d8\u3005\u306a\u9298\u67c4\u304c\u4e0b\u843d\u3059\u308b\u3002DeepSeek\u30b7\u30e7\u30c3\u30af\u306e\u5f8c\u306b\u3001\u7b46\u8005\u306f\u3044\u304f\u3064\u304b\u306e\u9298\u67c4\u306b\u8a00\u53ca\u3057\u3066\u30b3\u30e1\u30f3\u30c8\u3057\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\/59125\" data-type=\"post\" data-id=\"59125\">DeepSeek\u30b7\u30e7\u30c3\u30af\u3067\u66b4\u843d\u3057\u305fAI\u9298\u67c4\u306f\u8cb7\u3044<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u8a18\u4e8b\u3067\u3001DeepSeek\u306e\u767b\u5834\u306b\u3088\u3063\u3066AI\u9298\u67c4\u306eNVIDIA\u304c\u7d42\u308f\u3063\u305f\u304b\u306e\u3088\u3046\u306b\u8a00\u3046\u306e\u306f\u5b8c\u5168\u306a\u9593\u9055\u3044\u3060\u304c\u3001\u7b46\u8005\u304c\u8cb7\u3063\u3066\u3044\u308b\u5225\u306eAI\u9298\u67c4\u3067\u3042\u308bLumentum\u306e\u682a\u4fa1\u4e0b\u843d\u306f\u305d\u308c\u4ee5\u4e0a\u306b\u5b8c\u5168\u306a\u3068\u3070\u3063\u3061\u308a\u3060\u3068\u66f8\u3044\u3066\u304a\u3044\u305f\u3002<\/p>\n\n\n\n<p>NVIDIA\u3068Lumentum\u306b\u5bfe\u3059\u308b\u7b46\u8005\u306e\u898b\u65b9\u304c\u6b63\u3057\u304b\u3063\u305f\u3053\u3068\u306f\u3001\u305d\u306e\u5f8c\u306e\u682a\u4fa1\u306e\u52d5\u304d\u304c\u8a3c\u660e\u3057\u3066\u3044\u308b\u3002NVIDIA\u306e\u682a\u4fa1\u30c1\u30e3\u30fc\u30c8\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u3063\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\/2025\/02\/2025-2-4-nvidia-nasdaq-nvda-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"669\" height=\"518\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/02\/2025-2-4-nvidia-nasdaq-nvda-chart.png\" alt=\"\" class=\"wp-image-59420\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/02\/2025-2-4-nvidia-nasdaq-nvda-chart.png 669w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/02\/2025-2-4-nvidia-nasdaq-nvda-chart-300x232.png 300w\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" \/><\/a><\/figure>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001Lumentum\u306e\u682a\u4fa1\u30c1\u30e3\u30fc\u30c8\u306f\u6b21\u306e\u3088\u3046\u306b\u306a\u3063\u3066\u304a\u308a\u3001DeepSeek\u30b7\u30e7\u30c3\u30af\u306e\u5b89\u5024\u304b\u3089\u53cd\u767a\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\/2025\/02\/2025-2-4-lumentum-nasdaq-lite-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"669\" height=\"518\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/02\/2025-2-4-lumentum-nasdaq-lite-chart.png\" alt=\"\" class=\"wp-image-59421\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/02\/2025-2-4-lumentum-nasdaq-lite-chart.png 669w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/02\/2025-2-4-lumentum-nasdaq-lite-chart-300x232.png 300w\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" \/><\/a><\/figure>\n\n\n\n<p><strong>\u7d50\u8ad6<\/strong><\/p>\n\n\n\n<p>\u3053\u3046\u3057\u305f\u4e0b\u843d\u5f8c\u306e\u682a\u4fa1\u63a8\u79fb\u306f\u3001\u8a71\u984c\u3068\u306a\u3063\u3066\u3044\u308b\u30cb\u30e5\u30fc\u30b9\u3068\u4e21\u9298\u67c4\u306e\u4e8b\u696d\u5185\u5bb9\u3092\u51b7\u9759\u306b\u8003\u3048\u308c\u3070\u4e8b\u524d\u306b\u4e88\u60f3\u3067\u304d\u308b\u3002<\/p>\n\n\n\n<p>\u7b46\u8005\u304c\u3053\u3046\u3057\u305f\u4e0b\u843d\u76f8\u5834\u3067\u3084\u3063\u305f\u3053\u3068\u306f\u3001\u4e0b\u843d\u3057\u3066\u3044\u308b\u512a\u826f\u9298\u67c4\u306e\u4e2d\u3067\u3082\u7279\u306b\u610f\u5473\u3092\u306a\u3055\u306a\u3044\u7406\u7531\u3067\u4e0b\u843d\u3057\u3066\u3044\u308b\u4e00\u756a\u826f\u3044\u9298\u67c4\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5897\u3084\u3057\u305f\u3053\u3068\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u5224\u65ad\u306f\u4eca\u306e\u3068\u3053\u308d\u6b63\u3057\u304b\u3063\u305f\u3068\u8a00\u3048\u308b\u3002NVIDIA\u306f\u3001\u3082\u3046\u5c11\u3057\u4e0b\u304c\u308c\u3070\u8cb7\u3063\u3066\u3082\u826f\u3044\u306e\u3060\u304c\u3001Lumentum\u304c\u5341\u5206\u9b45\u529b\u7684\u306a\u306e\u3067\u305d\u3061\u3089\u3060\u3051\u3067\u826f\u3044\u304b\u3068\u3044\u3046\u6c17\u3082\u3059\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/56133\" data-type=\"post\" data-id=\"56133\">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<\/a><\/li>\n<\/ul>\n\n\n\n<p>\u4eca\u56de\u306f\u4e0b\u843d\u3057\u305f\u500b\u5225\u9298\u67c4\u3092\u62fe\u3046\u8a71\u3092\u3057\u305f\u304c\u3001\u3053\u3053\u306e\u8aad\u8005\u306f\u3054\u5b58\u77e5\u306e\u901a\u308a\u7b46\u8005\u306f\u7c73\u56fd\u682a\u5168\u4f53\u306f\u6975\u3081\u3066\u5272\u9ad8\u3060\u3068\u8003\u3048\u3066\u304a\u308a\u3001\u305d\u306e\u30ea\u30b9\u30af\u306f\u30d8\u30c3\u30b8\u3055\u308c\u3066\u3044\u308b\u3002\u7c73\u56fd\u682a\u5168\u4f53\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\/57536\" data-type=\"post\" data-id=\"57536\">\u30ed\u30fc\u30bc\u30f3\u30d0\u30fc\u30b0\u6c0f\u3001\u7c73\u56fd\u682a\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u9177\u8a55<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/58891\" data-type=\"post\" data-id=\"58891\">\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f: 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