{"id":61507,"date":"2025-03-17T20:00:00","date_gmt":"2025-03-17T11:00:00","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=61507"},"modified":"2025-03-17T14:06:37","modified_gmt":"2025-03-17T05:06:37","slug":"%e3%83%ac%e3%82%a4%e3%83%bb%e3%83%80%e3%83%aa%e3%82%aa%e6%b0%8f-%e6%ac%a1%e3%81%aeai%e9%8a%98%e6%9f%84%e3%81%af%e4%b8%ad%e5%9b%bd%e3%81%ae%e3%83%ad%e3%83%9c%e3%83%83%e3%83%88%e6%a0%aa","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/61507","title":{"rendered":"\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f: \u6b21\u306eAI\u9298\u67c4\u306f\u4e2d\u56fd\u306e\u30ed\u30dc\u30c3\u30c8\u682a"},"content":{"rendered":"\n<p>\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9Bridgewater\u5275\u696d\u8005\u306e\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u304c\u3001CNBC\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u30a2\u30e1\u30ea\u30ab\u3068\u4e2d\u56fd\u306eAI\u3092\u3081\u3050\u308b\u7af6\u4e89\u306b\u3064\u3044\u3066\u8a9e\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p><strong>\u30a2\u30e1\u30ea\u30ab\u3068\u4e2d\u56fd\u3068AI<\/strong><\/p>\n\n\n\n<p>\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306e\u95a2\u7a0e\u306e\u304a\u304b\u3052\u3067\u30a2\u30e1\u30ea\u30ab\u3068\u4e2d\u56fd\u306e\u7d4c\u6e08\u7684\u95a2\u4fc2\u304c\u8a71\u984c\u3068\u306a\u3063\u3066\u3044\u308b\u304c\u3001AI\u306f\u7279\u306b\u4e21\u56fd\u306e\u7af6\u4e89\u304c\u6fc0\u3057\u304f\u306a\u3063\u3066\u3044\u308b\u5206\u91ce\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u6700\u8fd1\u3001\u4e2d\u56fd\u306eAI\u3067\u3042\u308bDeepSeek\u304cChatGPT\u306b\u8fd1\u3044\u6027\u80fd\u3092\u767a\u63ee\u3057\u3066\u3044\u308b\u3068\u3057\u3066\u3001\u91d1\u878d\u5e02\u5834\u3067\u8a71\u984c\u306b\u306a\u3063\u305f\u3002<\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u4eca\u56de\u3001AI\u3068\u305d\u306e\u60c5\u5831\u51e6\u7406\u306b\u5fc5\u8981\u306a\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u306b\u3064\u3044\u3066\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>\u7c73\u56fd\u306f\u65b0\u305f\u306a\u6280\u8853\u3092\u767a\u660e\u3059\u308b\u3053\u3068\u306b\u95a2\u3057\u3066\u306f\u98db\u3073\u629c\u3051\u3066\u3044\u308b\u3002\u7279\u306b\u3001\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u306e\u767a\u660e\u306b\u95a2\u3057\u3066\u306f\u305d\u3046\u3060\u3002<\/p>\n\n\n\n<p>\u3060\u304c\u30c1\u30c3\u30d7\u306e\u88fd\u9020\u306b\u95a2\u3057\u3066\u98db\u3073\u629c\u3051\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u3053\u308c\u306f\u7c73\u56fd\u682a\u306b\u8a73\u3057\u3044\u4eba\u306a\u3089\u3070\u77e5\u3063\u3066\u3044\u308b\u3053\u3068\u3060\u308d\u3046\u304c\u3001AI\u306b\u4f7f\u308f\u308c\u308bGPU\u306e\u6700\u5927\u624b\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308bNVIDIA\u306f\u3001\u5b9f\u306fGPU\u3092\u751f\u7523\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<p>\u3069\u3046\u3044\u3046\u3053\u3068\u304b\u3068\u8a00\u3048\u3070\u3001NVIDIA\u306fGPU\u3092\u8a2d\u8a08\u3057\u3066\u3044\u308b\u306e\u3067\u3042\u308a\u3001\u5b9f\u969b\u306e\u751f\u7523\u306f\u53f0\u6e7e\u306eTSMC\u304c\u884c\u306a\u3063\u3066\u3044\u308b\u3002\u30a2\u30e1\u30ea\u30ab\u306e\u7269\u4fa1\u306f\u9ad8\u304f\u3001\u30a2\u30e1\u30ea\u30ab\u306b\u5de5\u5834\u3092\u4f5c\u3063\u3066\u306f\u30c1\u30c3\u30d7\u306e\u5024\u6bb5\u304c\u5927\u5e45\u306b\u4e0a\u304c\u3063\u3066\u3057\u307e\u3046\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001\u4e2d\u56fd\u3067\u306f\u6700\u5148\u7aef\u306e\u30c1\u30c3\u30d7\u3092\u4f5c\u308c\u306a\u3044\u4e0a\u306b\u3001\u30a2\u30e1\u30ea\u30ab\u306e\u8f38\u51fa\u898f\u5236\u306b\u3088\u308a\u6700\u5148\u7aef\u306e\u30c1\u30c3\u30d7\u306f\u4e2d\u56fd\u306b\u306f\u6d41\u308c\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u5148\u8ff0\u306eDeepSeek\u306f\u6700\u5148\u7aef\u306e\u30c1\u30c3\u30d7\u3092\u4f7f\u308f\u305a\u306b\u597d\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u53e9\u304d\u51fa\u3057\u305f\u304b\u3001\u3042\u308b\u3044\u306f\u30a2\u30e1\u30ea\u30ab\u306e\u8f38\u51fa\u898f\u5236\u3092\u8fc2\u56de\u3057\u3066\u6700\u5148\u7aef\u306e\u30c1\u30c3\u30d7\u3092\u624b\u306b\u5165\u308c\u305f\u304b\u3067\u3042\u308a\u3001\u3069\u3061\u3089\u306b\u3057\u3066\u3082\u5e02\u5834\u306e\u8a71\u984c\u3068\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p><strong>\u30a2\u30e1\u30ea\u30ab\u306f\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u3060\u3051<\/strong><\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306fAI\u3092\u3081\u3050\u308b\u30a2\u30e1\u30ea\u30ab\u3068\u4e2d\u56fd\u306e\u72b6\u6cc1\u3092\u6b21\u306e\u3088\u3046\u306b\u5206\u6790\u3057\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>\u4e2d\u56fd\u306f\u6700\u5148\u7aef\u306e\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u306e\u767a\u660e\u306b\u95a2\u3057\u3066\u7c73\u56fd\u3088\u308a\u3084\u3084\u9045\u308c\u3066\u3044\u308b\u3002\u3060\u304b\u3089\u6700\u5148\u7aef\u306e\u30c1\u30c3\u30d7\u3092\u624b\u306b\u5165\u308c\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u4e2d\u56fd\u306f\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3059\u308b\u3053\u3068\u3001\u7279\u306b\u5927\u91cf\u751f\u7523\u3059\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u30c1\u30c3\u30d7\u3092\u307e\u3068\u3081\u3066\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u3057\u3066\u52d5\u304b\u3059\u3053\u3068\u306b\u95a2\u3057\u3066\u7c73\u56fd\u3088\u308a\u512a\u308c\u3066\u3044\u308b\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u65e5\u672c\u3082\u305d\u3046\u3060\u304c\u3001\u30a2\u30e1\u30ea\u30ab\u306f\u3053\u308c\u307e\u3067\u5de5\u5834\u3092\u767a\u5c55\u9014\u4e0a\u56fd\u306b\u4efb\u305b\u3066\u81ea\u5206\u3067\u751f\u7523\u3092\u884c\u306a\u3063\u3066\u3053\u306a\u304b\u3063\u305f\u3002\u4e2d\u56fd\u3092\u6575\u306b\u56de\u3057\u305f\u3068\u304d\u3001\u305d\u308c\u304c\u81ea\u5206\u306e\u9996\u3092\u7de0\u3081\u3066\u3044\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u3053\u308c\u307e\u3067\u3082\u3001NVIDIA\u306e\u3088\u3046\u306a\u65e2\u306b\u4e0a\u304c\u3063\u3066\u3057\u307e\u3063\u305f\u9298\u67c4\u3088\u308a\u3082\u3053\u308c\u304b\u3089\u4e0a\u304c\u308bAI\u9298\u67c4\u306b\u6ce8\u76ee\u3059\u3079\u304d\u3060\u3068\u4e3b\u5f35\u3057\u3066\u304d\u305f\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u30c0\u30ea\u30aa\u6c0f\u306f\u4eca\u56de\u3001\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>\u3053\u308c\u304b\u3089\u91cd\u8981\u306a\u306e\u306fAI\u6280\u8853\u3092\u3069\u3046\u5229\u7528\u3059\u308b\u304b\u3067\u3042\u3063\u3066\u3001\u6700\u5148\u7aef\u3067\u3082\u3063\u3068\u3082\u9ad8\u4fa1\u306a\u30c1\u30c3\u30d7\u3092\u3069\u3046\u4f5c\u308b\u304b\u3067\u306f\u306a\u3044\u3002<\/p>\n\n\n\n<p>\u4e2d\u56fd\u306fAI\u3092\u5b9f\u7528\u5316\u3059\u308b\u3053\u3068\u306b\u95a2\u3057\u3066\u7c73\u56fd\u3088\u308a\u3082\u5148\u3092\u884c\u3063\u3066\u3044\u308b\u3002\u5f7c\u3089\u306fAI\u3092\u30ed\u30dc\u30c3\u30c8\u3068\u7d44\u307f\u5408\u308f\u305b\u3066\u3044\u308b\u3002\u3053\u308c\u306b\u95a2\u3057\u3066\u7c73\u56fd\u306f\u4e2d\u56fd\u306b\u53ca\u3070\u306a\u3044\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u682a\u5f0f\u5e02\u5834\u3067\u306f\u3001GPU\u306e\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308bNVIDIA\u306a\u3069\u3001AI\u306e\u751f\u7523\u306b\u76f4\u63a5\u95a2\u4fc2\u3059\u308b\u9298\u67c4\u306e\u682a\u4fa1\u306f\u304b\u306a\u308a\u4e0a\u304c\u3063\u3066\u3044\u308b\u304c\u3001AI\u304c\u5b9f\u969b\u306b\u3069\u3046\u4f7f\u308f\u308c\u308b\u306e\u304b\u306b\u57fa\u3065\u3044\u3066\u682a\u4fa1\u304c\u4e0a\u304c\u3063\u3066\u3044\u308b\u5834\u9762\u306f\u307e\u3060\u307b\u3068\u3093\u3069\u898b\u3089\u308c\u3066\u3044\u306a\u3044\u3002<\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u3053\u308c\u307e\u3067\u3082AI\u306e\u5b9f\u969b\u306e\u5229\u7528\u306b\u7740\u76ee\u3057\u3066\u9298\u67c4\u3092\u63a2\u3059\u3079\u304d\u3060\u3068\u4e3b\u5f35\u3057\u3066\u3044\u305f\u304c\u3001\u30c0\u30ea\u30aa\u6c0f\u306b\u3088\u308c\u3070\u305d\u3046\u3057\u305f\u9298\u67c4\u306f\u4e2d\u56fd\u306b\u3042\u308b\u3088\u3046\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u53bb\u5e74\u3001\u4e2d\u56fd\u682a\u304c\u4e0d\u52d5\u7523\u30d0\u30d6\u30eb\u306e\u5e95\u5024\u304b\u3089\u4e0a\u6607\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u3001\u4e2d\u56fd\u682a\u306f\u4e8b\u5b9f\u305d\u306e\u901a\u308a\u306b\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\/55048\" data-type=\"post\" data-id=\"55048\">\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u3001\u4e2d\u56fd\u306e\u4e0d\u52d5\u7523\u30d0\u30d6\u30eb\u5d29\u58ca\u306e\u5e95\u6253\u3061\u3068\u4e2d\u56fd\u682a\u306e\u53cd\u767a\u3092\u4e88\u60f3<\/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\/2025\/03\/2025-3-17-shanghai-composite-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"564\" height=\"494\" src=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/03\/2025-3-17-shanghai-composite-chart.png\" alt=\"\" class=\"wp-image-61534\" srcset=\"https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/03\/2025-3-17-shanghai-composite-chart.png 564w, https:\/\/www.globalmacroresearch.org\/jp\/wp-content\/uploads\/2025\/03\/2025-3-17-shanghai-composite-chart-300x263.png 300w\" sizes=\"auto, (max-width: 564px) 100vw, 564px\" \/><\/a><\/figure>\n\n\n\n<p>\u7c73\u56fd\u682a\u304c\u4e0b\u843d\u3059\u308b\u4e2d\u3001\u30c0\u30ea\u30aa\u6c0f\u306f\u4e2d\u56fd\u682a\u3067\u5132\u3051\u3066\u3044\u308b\u306f\u305a\u3060\u304c\u3001\u305d\u306e\u4e2d\u306b\u306f\u4e2d\u56fd\u306eAI\u95a2\u9023\u9298\u67c4\u3082\u542b\u307e\u308c\u308b\u306e\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\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>AI\u306b\u95a2\u3059\u308b\u7af6\u4e89\u306f\u6fc0\u3057\u304f\u306a\u308b\u3060\u308d\u3046\u3002<\/p>\n<\/blockquote>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u8457\u66f8\u300e<a href=\"https:\/\/amzn.to\/3IWcV1T\" target=\"_blank\" rel=\"noreferrer noopener\">\u4e16\u754c\u79e9\u5e8f\u306e\u5909\u5316\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306e\u539f\u5247<\/a>\u300f\u3067\u3001\u30a2\u30e1\u30ea\u30ab\u306f\u9577\u671f\u7684\u306b\u306f\u8870\u9000\u3057\u3001\u4e2d\u56fd\u304c\u4ee3\u308f\u308a\u306b\u6b21\u306e\u8987\u6a29\u56fd\u5bb6\u3068\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u7af6\u4e89\u306b\u306fAI\u3082\u542b\u307e\u308c\u308b\u3060\u308d\u3046\u3002\u5c11\u306a\u304f\u3068\u3082\u3001\u4e16\u754c\u306e\u6d41\u308c\u306b\u6295\u8cc7\u3092\u3059\u308b\u306b\u306f\u3001\u4e2d\u56fd\u682a\u3092\u7121\u8996\u3059\u308b\u3053\u3068\u304c\u307e\u3059\u307e\u3059\u96e3\u3057\u304f\u306a\u3063\u3066\u3044\u308b\u3068\u306f\u611f\u3058\u308b\u3002<\/p>\n\n\n\n<a href=\"https:\/\/amzn.to\/3xlpTUc\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/m.media-amazon.com\/images\/I\/81CZHKszf9L._SL160_.jpg\"><\/a><br><a href=\"https:\/\/amzn.to\/3xlpTUc\" target=\"_blank\" rel=\"noreferrer noopener\">\u4e16\u754c\u79e9\u5e8f\u306e\u5909\u5316\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306e\u539f\u5247<\/a>\n","protected":false},"excerpt":{"rendered":"<p>\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9Bridgewater\u5275\u696d\u8005\u306e\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u304c\u3001CNBC\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u30a2\u30e1\u30ea\u30ab\u3068\u4e2d\u56fd\u306eAI\u3092\u3081\u3050\u308b\u7af6\u4e89\u306b\u3064\u3044\u3066\u8a9e\u3063\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":[85,111],"tags":[102],"class_list":["post-61507","post","type-post","status-publish","format-standard","hentry","category-chinese-stock-market","category-stock-markets","tag-ray-dalio"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/61507","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=61507"}],"version-history":[{"count":35,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/61507\/revisions"}],"predecessor-version":[{"id":61543,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/61507\/revisions\/61543"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=61507"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=61507"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=61507"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}