{"id":15335,"date":"2026-05-12T00:40:28","date_gmt":"2026-05-11T15:40:28","guid":{"rendered":"https:\/\/invest-news-source.com\/?p=15335"},"modified":"2026-05-12T00:40:28","modified_gmt":"2026-05-11T15:40:28","slug":"%e4%bb%8a%e9%80%b1%e3%81%ae%e6%b1%ba%e7%ae%97%e3%83%a9%e3%83%83%e3%82%b7%e3%83%a5%ef%bd%9c5%e6%9c%8812%e3%80%9c15%e6%97%a5-%e6%b3%a8%e7%9b%ae%e9%8a%98%e6%9f%84%e3%81%a8%e8%a6%8b%e3%81%a9%e3%81%93","status":"publish","type":"post","link":"https:\/\/invest-news-source.com\/?p=15335","title":{"rendered":"\u4eca\u9031\u306e\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\uff5c5\u670812\u301c15\u65e5 \u6ce8\u76ee\u9298\u67c4\u3068\u898b\u3069\u3053\u308d\u5b8c\u5168\u307e\u3068\u3081\u30102026\u5e743\u6708\u671f\u3011"},"content":{"rendered":"

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\n
2026\u5e743\u6708\u671f \u6c7a\u7b97\u7279\u96c6<\/div>\n

\u4eca\u9031\u306e\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\u5c55\u671b<\/h1>\n

5\u670812\u65e5\u301c15\u65e5\uff5c316\u2192472\u2192688\u2192686\u793e\u3001\u9031\u3092\u8ffd\u3046\u3054\u3068\u306b\u52a0\u901f\u3059\u308b\"\u6c7a\u7b97\u306e\u5c71\"<\/p>\n

\n 2026\u5e745\u670812\u65e5<\/span>
\n \u6c7a\u7b97\u5206\u6790<\/span>
\n \u65e5\u672c\u682a<\/span>
\n \u9031\u9593\u5c55\u671b<\/span>\n <\/div>\n<\/p><\/div>\n

<\/p>\n

\n 2026\u5e743\u6708\u671f\u306e\u6c7a\u7b97\u30b7\u30fc\u30ba\u30f3\u304c\u6700\u7d42\u76e4\u3092\u8fce\u3048\u305f\u3002\u4eca\u9031\uff085\u670812\u65e5\u301c15\u65e5\uff09\u306f\u6771\u8a3c\u4e0a\u5834\u4f01\u696d\u306e\u7d041,800\u793e\u8d85<\/strong>\u304c\u672c\u6c7a\u7b97\u3092\u767a\u8868\u3059\u308b\u3001\u6587\u5b57\u901a\u308a\u306e\"\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\"\u9031\u3068\u306a\u308b\u3002\u4e09\u83f1\u91cd\u5de5\u696d\u3001\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u3001\u4e09\u83f1UFJ\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b0\u30eb\u30fc\u30d7\u306a\u3069\u3001\u305d\u308c\u305e\u308c\u306e\u30bb\u30af\u30bf\u30fc\u3092\u4ee3\u8868\u3059\u308b\u9298\u67c4\u304c\u51fa\u63c3\u3044\u3001\u76f8\u5834\u5168\u4f53\u306e\u5730\u5408\u3044\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u672c\u7a3f\u3067\u306f\u5404\u65e5\u306e\u6ce8\u76ee\u9298\u67c4\u3068\u3001\u62bc\u3055\u3048\u3066\u304a\u304f\u3079\u304d\u898b\u3069\u3053\u308d\u3092\u307e\u3068\u3081\u308b\u3002\n <\/p>\n

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\n
\n
5\u670812\u65e5\uff08\u6708\uff09<\/div>\n
\n
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309\u793e<\/span><\/div>\n<\/p><\/div>\n
\n
5\u670813\u65e5\uff08\u706b\uff09<\/div>\n
\n
<\/div>\n<\/div>\n
472\u793e<\/span><\/div>\n<\/p><\/div>\n
\n
5\u670814\u65e5\uff08\u6c34\uff09\ud83d\udd25 \u30d4\u30fc\u30af<\/div>\n
\n
<\/div>\n<\/div>\n
688\u793e<\/span><\/div>\n<\/p><\/div>\n
\n
5\u670815\u65e5\uff08\u6728\uff09<\/div>\n
\n
<\/div>\n<\/div>\n
686\u793e<\/span><\/div>\n<\/p><\/div>\n<\/p><\/div>\n

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\n
\ud83d\udccc \u4eca\u671f\u6c7a\u7b97\u3092\u8aad\u30803\u3064\u306e\u30ad\u30fc\u30dd\u30a4\u30f3\u30c8<\/div>\n
\n
\n
\ud83d\udcb1<\/div>\n
\u5186\u5b89\u306e\u6069\u6075\u3068\u9650\u754c<\/div>\n
\u4eca\u671f\u306e\u60f3\u5b9a\u70ba\u66ff\u306f\u5404\u793e150\u5186\u524d\u5f8c\u304c\u591a\u3044\u304c\u3001\u5b9f\u52e2\u306f140\u5186\u53f0\u5f8c\u534a\u3067\u63a8\u79fb\u3002\u8f38\u51fa\u4f01\u696d\u306e\u4e0a\u3076\u308c\u4f59\u5730\u3068\u6765\u671f\u306e\u70ba\u66ff\u524d\u63d0\u306b\u6ce8\u76ee\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83d\udec3<\/div>\n
\u7c73\u56fd\u95a2\u7a0e\u306e\u5f71\u97ff\u5ea6<\/div>\n
IEEPA\u95a2\u7a0e\u7121\u52b9\u5f8c\u3082\u901a\u5546\u6cd5122\u6761\u306b\u3088\u308b10%\u8ffd\u52a0\u95a2\u7a0e\u304c\u7d99\u7d9a\u4e2d\uff087\/24\u671f\u9650\uff09\u3002\u81ea\u52d5\u8eca\u30fb\u96fb\u6a5f\u306e\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u8981\u6ce8\u610f\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83e\udd16<\/div>\n
AI\u6295\u8cc7\u9700\u8981\u306e\u7d99\u7d9a\u6027<\/div>\n
\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u534a\u5c0e\u4f53\u30fb\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u9700\u8981\u306f\u9ad8\u6b62\u307e\u308a\u3002AI\u95a2\u9023\u4f01\u696d\u306e\u53d7\u6ce8\u6b8b\u3068\u6765\u671f\u898b\u901a\u3057\u304c\u682a\u4fa1\u5224\u65ad\u306e\u8ef8\u3068\u306a\u308b\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n


\n
\n <\/p>\n

\n
DAY 01<\/div>\n
5\u670812\u65e5\uff08\u6708\uff09<\/div>\n
309\u793e\u767a\u8868\u4e88\u5b9a<\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\n
7011<\/div>\n
\u4e09\u83f1\u91cd\u5de5\u696d<\/div>\n
\u9632\u885b\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc<\/div>\n
\u6c7a\u7b97\u8aac\u660e\u4f1a 13:30\u301c<\/div>\n<\/p><\/div>\n
\n
\n
\ud83c\udfaf \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/div>\n

2026\u5e743\u6708\u671f\u901a\u671f\u306f\u7d14\u5229\u76ca2,600\u5104\u5186\uff08\u524d\u671f\u6bd4+6%\uff09<\/strong>\u3068\u904e\u53bb\u6700\u9ad8\u76ca\u3068\u306a\u308b\u898b\u901a\u3057\u304c2\u6708\u6642\u70b9\u3067\u793a\u3055\u308c\u3066\u3044\u308b\u3002\u53d7\u6ce8\u6b8b\u306f\u9632\u885b\u30fb\u30ac\u30b9\u30bf\u30fc\u30d3\u30f3\u5411\u3051\u306e\u65fa\u76db\u306a\u9700\u8981\u306b\u3088\u308a\u524d\u671f\u6bd45%\u5897\u306e6\u51467,000\u5104\u5186<\/strong>\u3078\u306e\u4e0a\u65b9\u4fee\u6b63\u304c\u65e2\u306b\u767a\u8868\u6e08\u307f\u3002\u4eca\u56de\u306e\u672c\u6c7a\u7b97\u3067\u7126\u70b9\u3068\u306a\u308b\u306e\u306f\u3001\u24602027\u5e743\u6708\u671f\u306e\u5229\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u2461\u9632\u885b\u8cbb\u5897\u984d\u306e\u53d7\u6ce8\u5bc4\u4e0e\u5ea6\u3001\u2462\u30a8\u30cd\u30eb\u30ae\u30fc\u4e8b\u696d\uff08LNG\u30fb\u30ac\u30b9\u30bf\u30fc\u30d3\u30f3\uff09\u306e\u4e2d\u6771\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3078\u306e\u8010\u6027\u306e3\u70b9\u3060\u3002<\/p>\n<\/p><\/div>\n

\n
\n
6\u51467,000\u5104\u5186<\/div>\n
\u53d7\u6ce8\u9ad8\u898b\u901a\u3057<\/div>\n<\/p><\/div>\n
\n
2,600\u5104\u5186<\/div>\n
\u7d14\u5229\u76ca\uff08\u904e\u53bb\u6700\u9ad8\uff09<\/div>\n<\/p><\/div>\n
\n
+16%<\/div>\n
\u4e8b\u696d\u5229\u76ca\u5897\u76ca\u7387<\/div>\n<\/p><\/div>\n<\/p><\/div>\n
\u26a0\ufe0f \u8981\u6ce8\u610f\uff1a<\/strong>\u6765\u671f\u306e\u9632\u885b\u53d7\u6ce8\u30da\u30fc\u30b9\u3068\u3001\u30ac\u30b9\u30bf\u30fc\u30d3\u30f3\u8f38\u51fa\u306e\u4e2d\u6771\u5411\u3051\u58f2\u4e0a\u304c\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u6ce8\u8996\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\n
5801<\/div>\n
\u53e4\u6cb3\u96fb\u6c17\u5de5\u696d<\/div>\n
AI\u30fb\u30a4\u30f3\u30d5\u30e9<\/div>\n<\/p><\/div>\n
\n
\n
\ud83c\udfaf \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/div>\n

AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u9700\u8981\u306e\u6025\u62e1\u5927\u3092\u80cc\u666f\u306b\u30012026\u5e743\u6708\u671f\u7b2c1\u56db\u534a\u671f\u306f\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd4+7.4%\u5897<\/strong>\u3001\u55b6\u696d\u5229\u76ca\u306f+139.8%\u5897<\/strong>\u3068\u5927\u5e45\u5897\u76ca\u3067\u7740\u5730\u3057\u305f\u5b9f\u7e3e\u3092\u6301\u3064\u30024\u6708\u306b\u306f\u4e16\u754c\u6700\u9ad8\u30af\u30e9\u30b9\u306e\u8d85\u591a\u5fc3\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30b1\u30fc\u30d6\u30eb\u306e\u91cf\u7523\u3092\u958b\u59cb\u3057\u3001\u5c02\u7528\u5de5\u5834\u306e\u65b0\u8a2d\u3067\u751f\u7523\u80fd\u529b\u3092\u5f93\u6765\u6bd42\u500d\u4ee5\u4e0a<\/strong>\u306b\u62e1\u5927\u3002\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u300cAI\u9700\u8981\u306e\u7d99\u7d9a\u6027\u300d\u3092\u3069\u3046\u898b\u8fbc\u3080\u304b\u304c\u682a\u4fa1\u306e\u65b9\u5411\u6027\u3092\u6c7a\u3081\u308b\u3002<\/p>\n<\/p><\/div>\n

\n
\n
+139.8%<\/div>\n
Q1\u55b6\u696d\u5229\u76ca\u5897\u76ca\u7387<\/div>\n<\/p><\/div>\n
\n
2\u500d\u4ee5\u4e0a<\/div>\n
\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u751f\u7523\u80fd\u529b<\/div>\n<\/p><\/div>\n
\n
4\u4e07\u5186\u8d85<\/div>\n
4\u6708\u306e\u4e0a\u5834\u6765\u9ad8\u5024\u6c34\u6e96<\/div>\n<\/p><\/div>\n<\/p><\/div>\n
\u26a0\ufe0f \u8981\u6ce8\u610f\uff1a<\/strong>\u9285\u4fa1\u683c\u306e\u52d5\u5411\u3068\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u8a08\u753b\u306e\u6765\u671f\u7d99\u7d9a\u6027\u304c\u4e0b\u632f\u308c\u30ea\u30b9\u30af\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
5\u670812\u65e5 \u305d\u306e\u4ed6\u6ce8\u76ee\u9298\u67c4<\/div>\n
\n
4911<\/span>\u8cc7\u751f\u5802<\/span>\u4e2d\u56fd\u5e02\u5834\u56de\u5fa9\u5ea6\u3068\u30b3\u30b9\u30c8\u524a\u6e1b\u52b9\u679c\u306b\u6ce8\u76ee<\/span><\/div>\n
4901<\/span>\u5bcc\u58eb\u30d5\u30a4\u30eb\u30e0<\/span>\u534a\u5c0e\u4f53\u6750\u6599\u30fb\u533b\u7642AI\u90e8\u9580\u306e\u6210\u9577\u7d99\u7d9a\u6027<\/span><\/div>\n
3436<\/span>SUMCO<\/span>\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30fc\u30cf\u9700\u7d66\u3068\u5728\u5eab\u8abf\u6574\u306e\u51fa\u53e3<\/span><\/div>\n
7269<\/span>\u30b9\u30ba\u30ad<\/span>\u30a4\u30f3\u30c9\u5e02\u5834\u306e\u6210\u9577\u3068EV\u6226\u7565\u3078\u306e\u8a00\u53ca<\/span><\/div>\n<\/p><\/div>\n<\/p><\/div>\n


\n
\n <\/p>\n

\n
DAY 02<\/div>\n
5\u670813\u65e5\uff08\u706b\uff09<\/div>\n
472\u793e\u767a\u8868\u4e88\u5b9a<\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\n
9984<\/div>\n
\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7<\/div>\n
AI\u6295\u8cc7<\/div>\n
\u2605 \u6700\u6ce8\u76ee<\/div>\n<\/p><\/div>\n
\n
\n
\ud83c\udfaf \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/div>\n

AI\u95a2\u9023\u682a\u3068\u3057\u3066\u500b\u4eba\u6295\u8cc7\u5bb6\u306e\u6ce8\u76ee\u5ea6\u304c\u6700\u3082\u9ad8\u3044\u9298\u67c4\u3002\u6700\u5927\u306e\u7126\u70b9\u306fARM Holdings\uff08\u30a2\u30fc\u30e0\uff09\u306e\u696d\u7e3e\u5bc4\u4e0e<\/strong>\u3068\u682a\u4fa1\u524d\u63d0\u306e\u5909\u5316\u3060\u3002\u307e\u305f\u3001\u5b6b\u6b63\u7fa9\u6c0f\u304c\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u3078\u306e\u5bfe\u7c73\u6295\u8cc7\u3068\u3057\u3066\u8868\u660e\u3057\u305f1,000\u5104\u30c9\u30eb\u306e\u6295\u8cc7\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8<\/strong>\u306e\u9032\u6357\u306b\u3082\u5e02\u5834\u306f\u6ce8\u76ee\u3002Vision Fund 2\u306e\u8a55\u4fa1\u640d\u76ca\u6539\u5584\u304c\u3069\u3053\u307e\u3067\u9032\u3093\u3067\u3044\u308b\u304b\u304c\u3001\u7d14\u8cc7\u7523\u4fa1\u5024\uff08NAV\uff09\u306b\u76f4\u7d50\u3059\u308b\u3002\u4eca\u9031\u306e\u6c7a\u7b97\u306e\u4e2d\u3067\u6700\u3082\u5e02\u5834\u30a4\u30f3\u30d1\u30af\u30c8\u304c\u5927\u304d\u3044\u767a\u8868\u306e\u4e00\u3064\u3002<\/p>\n<\/p><\/div>\n

\n
\ud83d\udccc ARM\u306e\u72b6\u6cc1<\/div>\n

ARM\u682a\u306fAI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306e\u62e1\u5927\u3092\u80cc\u666f\u306b2026\u5e74\u306b\u5165\u3063\u3066\u3082\u9ad8\u5024\u570f\u3092\u7dad\u6301\u3002SBG\u306e\u6301\u5206\u6bd4\u7387\u306f\u7d0490%\u3067\u3001ARM\u682a\u4fa11%\u306e\u5909\u52d5\u304cSBG\u306eNAV\u306b\u6570\u5343\u5104\u5186\u898f\u6a21\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3002\u5b6b\u6c0f\u304c\u63cf\u304f\u300cAI\u30a8\u30cd\u30eb\u30ae\u30fc\u9769\u547d\u300d\u3078\u306e\u8a00\u53ca\u304c\u3042\u308b\u304b\u3082\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u3060\u3002<\/p>\n<\/p><\/div>\n

\u26a0\ufe0f \u8981\u6ce8\u610f\uff1a<\/strong>NAV\u3068\u682a\u4fa1\u306e\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\u7387\uff08\u73fe\u572830\u301c40%\u7a0b\u5ea6\uff09\u304c\u7e2e\u5c0f\u3059\u308b\u304b\u3069\u3046\u304b\u3002Vision Fund\u5168\u4f53\u306e\u8a55\u4fa1\u984d\u306b\u5f71\u97ff\u3059\u308b\u975e\u4e0a\u5834AI\u4f01\u696d\u306e\u52d5\u5411\u306b\u3082\u7740\u76ee\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\n
3099<\/div>\n
\u4e09\u8d8a\u4f0a\u52e2\u4e39HD<\/div>\n
\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u6d88\u8cbb<\/div>\n<\/p><\/div>\n
\n
\n
\ud83c\udfaf \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/div>\n

\u5186\u5b89\u7d99\u7d9a\u306b\u3088\u308b\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u6d88\u8cbb\uff08\u7279\u306b\u5bcc\u88d5\u5c64\u5411\u3051\u30e9\u30b0\u30b8\u30e5\u30a2\u30ea\u30fc\u54c1\uff09\u306e\u597d\u8abf\u304c\u7d9a\u304f\u4e2d\u3001\u4eca\u671f\u306e\u696d\u7e3e\u306f\u9ad8\u6c34\u6e96\u3067\u7740\u5730\u3059\u308b\u898b\u901a\u3057\u3002\u6765\u671f\u306e\u898b\u901a\u3057\u3068\u3057\u3066\u300c\u6765\u8a2a\u8005\u6570\u306e\u6301\u7d9a\u6027\u300d\u3068\u300c\u56fd\u5185\u9ad8\u984d\u6d88\u8cbb\u306e\u5e95\u5805\u3055\u300d\u3092\u3069\u3046\u63d0\u793a\u3059\u308b\u304b\u304c\u30dd\u30a4\u30f3\u30c8\u3002\u307e\u305f\u3001\u767e\u8ca8\u5e97\u696d\u754c\u5168\u4f53\u306e\u69cb\u9020\u6539\u9769\uff08EC\u5f37\u5316\u30fb\u5916\u5546\u6df1\u8015\uff09\u306e\u9032\u6357\u306b\u3082\u6ce8\u76ee\u304c\u96c6\u307e\u308b\u3002<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
5\u670813\u65e5 \u305d\u306e\u4ed6\u6ce8\u76ee\u9298\u67c4<\/div>\n
\n
1605<\/span>INPEX<\/span>\u539f\u6cb9\u30fbLNG\u4fa1\u683c\u3068\u4e2d\u6771\u60c5\u52e2\u306e\u5f71\u97ff\u5ea6<\/span><\/div>\n
5802<\/span>\u4f4f\u53cb\u96fb\u5de5<\/span>\u30ef\u30a4\u30e4\u30fc\u30cf\u30fc\u30cd\u30b9\u306e\u81ea\u52d5\u8eca\u5411\u3051\u9700\u8981\u56de\u5fa9<\/span><\/div>\n
5253<\/span>\u30ab\u30d0\u30fc<\/span>VTuber\u6d77\u5916\u5c55\u958b\u306e\u53ce\u76ca\u5316\u9032\u6357<\/span><\/div>\n
7267<\/span>\u30db\u30f3\u30c0<\/span>\u7c73\u56fd\u95a2\u7a0e\u5f71\u97ff\u306e\u5b9a\u91cf\u958b\u793a\u3068\u65e5\u7523\u7d71\u5408\u4ea4\u6e09\u306e\u73fe\u6cc1<\/span><\/div>\n<\/p><\/div>\n<\/p><\/div>\n


\n
\n <\/p>\n

\n
DAY 03 \ud83d\udd25 \u30d4\u30fc\u30af<\/div>\n
5\u670814\u65e5\uff08\u6c34\uff09<\/div>\n
688\u793e\u767a\u8868\u4e88\u5b9a\uff08\u4eca\u9031\u6700\u591a\uff09<\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\n
5803<\/div>\n
\u30d5\u30b8\u30af\u30e9<\/div>\n
AI\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/div>\n
\u2605 \u6700\u6ce8\u76ee<\/div>\n<\/p><\/div>\n
\n
\n
\ud83c\udfaf \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/div>\n

AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u9ad8\u901f\u5149\u30b1\u30fc\u30d6\u30eb\u300cCPO\uff08\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff09\u300d\u3067\u4e16\u754c\u30b7\u30a7\u30a2\u30c8\u30c3\u30d7\u3092\u8d70\u308b\u30d5\u30b8\u30af\u30e9\u306f\u3001\u4eca\u671f\u306e\u6700\u5927\u6ce8\u76ee\u9298\u67c4\u306e\u4e00\u3064\u3002\u76f4\u8fd1\u56db\u534a\u671f\u307e\u3067\u53d7\u6ce8\u6b8b\u306f\u7a4d\u307f\u4e0a\u304c\u3063\u3066\u304a\u308a\u3001\u4eca\u671f\u901a\u671f\u306e\u696d\u7e3e\u306f\u5927\u5e45\u5897\u76ca\u304c\u5e02\u5834\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3002\u7126\u70b9\u306f\u300c\u6765\u671f\u3082\u5897\u76ca\u7d99\u7d9a\u3067\u304d\u308b\u304b\u300d<\/strong>\u3060\u3002Nvidia\u3084AWS\u304c\u767a\u8868\u3057\u305f2026\u301c2027\u5e74\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u8a08\u753b\u304c\u8ffd\u3044\u98a8\u306b\u306a\u308b\u4e00\u65b9\u3067\u3001\u7af6\u5408\u4ed6\u793e\u306e\u8ffd\u3044\u4e0a\u3052\u3084\u751f\u7523\u80fd\u529b\u306e\u5236\u7d04\u304c\u61f8\u5ff5\u6750\u6599\u3068\u306a\u308b\u3002<\/p>\n<\/p><\/div>\n

\n
\ud83d\udccc CPO\uff08\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff09\u3068\u306f<\/div>\n

\u6b21\u4e16\u4ee3AI\u30b5\u30fc\u30d0\u30fc\u5185\u3067GPU\u3068\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u30a4\u30c3\u30c1\u3092\u5149\u901a\u4fe1\u3067\u76f4\u7d50\u3059\u308b\u6280\u8853\u3002\u5f93\u6765\u306e\u9285\u914d\u7dda\u3088\u308a\u6d88\u8cbb\u96fb\u529b\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3067\u304d\u3001\u8d85\u9ad8\u5bc6\u5ea6AI\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u4e0d\u53ef\u6b20\u3002\u30d5\u30b8\u30af\u30e9\u306f\u3053\u306e\u5206\u91ce\u3067\u3044\u3061\u65e9\u304f\u91cf\u7523\u4f53\u5236\u3092\u78ba\u7acb\u3057\u3066\u304a\u308a\u3001\u540c\u793e\u682a\u306fCPO\u95a2\u9023\u306e\u4ee3\u8868\u9298\u67c4\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n<\/p><\/div>\n

\u26a0\ufe0f \u8981\u6ce8\u610f\uff1a<\/strong>\u53d7\u6ce8\u6b8b\u306e\u7a4d\u307f\u5897\u3057\u304c\u7d99\u7d9a\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u304c\u6765\u671f\u898b\u901a\u3057\u306e\u4fe1\u6191\u6027\u3092\u5de6\u53f3\u3059\u308b\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
5\u670814\u65e5 \u305d\u306e\u4ed6\u6ce8\u76ee\u9298\u67c4\uff08688\u793e\u3001\u4eca\u9031\u30d4\u30fc\u30af\uff09<\/div>\n
\n
6762<\/span>TDK<\/span>EV\u30fbAI\u5411\u3051\u96fb\u5b50\u90e8\u54c1\u306e\u9700\u8981\u52d5\u5411<\/span><\/div>\n
7270<\/span>SUBARU<\/span>\u5317\u7c73\u5e02\u5834\u306e\u8ca9\u58f2\u52d5\u5411\u3068\u95a2\u7a0e\u5f71\u97ff<\/span><\/div>\n
9613<\/span>NTT\u30c7\u30fc\u30bfG<\/span>AI\u30fb\u30af\u30e9\u30a6\u30c9\u79fb\u884c\u6848\u4ef6\u306e\u53d7\u6ce8\u62e1\u5927<\/span><\/div>\n
4523<\/span>\u30a8\u30fc\u30b6\u30a4<\/span>\u30a2\u30eb\u30c4\u30cf\u30a4\u30de\u30fc\u85ac\u300c\u30ec\u30b1\u30f3\u30d3\u300d\u306e\u7c73\u56fd\u58f2\u4e0a\u9032\u6357<\/span><\/div>\n<\/p><\/div>\n<\/p><\/div>\n


\n
\n <\/p>\n

\n
DAY 04<\/div>\n
5\u670815\u65e5\uff08\u6728\uff09<\/div>\n
686\u793e\u767a\u8868\u4e88\u5b9a \uff0f \u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\u6700\u7d42\u65e5<\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\n
8306<\/div>\n
\u4e09\u83f1UFJ\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b0\u30eb\u30fc\u30d7<\/div>\n
\u30e1\u30ac\u30d0\u30f3\u30af<\/div>\n
\u2605 \u9031\u306e\u7de0\u3081<\/div>\n<\/p><\/div>\n
\n
\n
\ud83c\udfaf \u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/div>\n

\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\u306e\u6700\u5f8c\u3092\u7de0\u3081\u304f\u304f\u308b\u306e\u304c\u56fd\u5185\u6700\u5927\u306e\u30e1\u30ac\u30d0\u30f3\u30af\u3002\u65e5\u9280\u306e\u91d1\u878d\u653f\u7b56\u6b63\u5e38\u5316\uff08\u5229\u4e0a\u3052\uff09\u306e\u6069\u6075\u3067\u3001\u4eca\u671f\u306e\u53ce\u76ca\u74b0\u5883\u306f\u597d\u8ee2\u3057\u3066\u304a\u308a\u3001\u7d14\u5229\u76ca\u306f\u524d\u671f\u6bd4\u3067\u5897\u76ca\u57fa\u8abf\u304c\u7d9a\u3044\u3066\u3044\u308b\u3002\u5e02\u5834\u306e\u6700\u5927\u306e\u95a2\u5fc3\u306f2027\u5e743\u6708\u671f\u306e\u5229\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9<\/strong>\u3068\u81ea\u793e\u682a\u8cb7\u3044\u30fb\u5897\u914d\u306e\u6709\u7121<\/strong>\u3060\u3002\u307e\u305f\u3001\u7c73\u56fd\u95a2\u7a0e\u306b\u3088\u308b\u30b0\u30ed\u30fc\u30d0\u30eb\u666f\u6c17\u6e1b\u901f\u30ea\u30b9\u30af\u304c\u4e0e\u4fe1\u30b3\u30b9\u30c8\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3082\u7cbe\u67fb\u3055\u308c\u308b\u3002\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f5\u670815\u65e5\uff08\u91d1\uff0918:30\u3088\u308a\u30aa\u30f3\u30e9\u30a4\u30f3\u914d\u4fe1\u4e88\u5b9a\u3002<\/p>\n<\/p><\/div>\n

\n
\n
\u65e5\u9280\u5229\u4e0a\u3052<\/div>\n
\u9810\u8cb8\u91d1\u5229\u3056\u3084\u6539\u5584<\/div>\n<\/p><\/div>\n
\n
\u5897\u914d\u89b3\u6e2c<\/div>\n
\u9ad8\u914d\u5f53\u6295\u8cc7\u5bb6\u304c\u6ce8\u76ee<\/div>\n<\/p><\/div>\n
\n
18:30\u301c<\/div>\n
\u30cd\u30c3\u30c8\u30b3\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9<\/div>\n<\/p><\/div>\n<\/p><\/div>\n
\u26a0\ufe0f \u8981\u6ce8\u610f\uff1a<\/strong>\u7c73\u4e2d\u95a2\u7a0e\u3084\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3092\u80cc\u666f\u3068\u3057\u305f\u4e0e\u4fe1\u30b3\u30b9\u30c8\u5897\u52a0\u306e\u61f8\u5ff5\u3068\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u4e8b\u696d\uff08\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u6301\u5206\u7b49\uff09\u306e\u696d\u7e3e\u52d5\u5411\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
5\u670815\u65e5 \u305d\u306e\u4ed6\u6ce8\u76ee\u9298\u67c4\uff08\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\u6700\u7d42\u65e5\uff09<\/div>\n
\n
8316<\/span>\u4e09\u4e95\u4f4f\u53cbFG<\/span>MUFG\u3068\u540c\u65e5\u6c7a\u7b97\u3001\u5229\u4e0a\u3052\u6069\u6075\u306e\u7a0b\u5ea6\u3092\u6bd4\u8f03<\/span><\/div>\n
8411<\/span>\u307f\u305a\u307bFG<\/span>3\u30e1\u30ac\u30d0\u30f3\u30af\u6a2a\u4e26\u3073\u6bd4\u8f03\u306e\u6700\u7d42\u78ba\u8a8d<\/span><\/div>\n
6981<\/span>\u6751\u7530\u88fd\u4f5c\u6240<\/span>MLCC\u9700\u8981\u3068\u30b9\u30de\u30db\u5411\u3051\u56de\u5fa9\u306e\u78ba\u8a8d<\/span><\/div>\n
6857<\/span>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/span>HBM\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u306e\u7d99\u7d9a\u6027<\/span><\/div>\n<\/p><\/div>\n<\/p><\/div>\n


\n
\n <\/p>\n

\u30c6\u30fc\u30de\u5225 \u4eca\u9031\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u6574\u7406<\/h2>\n
\n
\n
\ud83e\udd16<\/div>\n
AI\u30fb\u5149\u30a4\u30f3\u30d5\u30e9<\/div>\n
\u53e4\u6cb3\u96fb\u5de5\uff085801\uff09\uff0f\u30d5\u30b8\u30af\u30e9\uff085803\uff09<\/div>\n
\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u8d85\u591a\u5fc3\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u3068CPO\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u306f\u69cb\u9020\u7684\u6210\u9577\u5c40\u9762\u3002\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u300cAI\u30d0\u30d6\u30eb\u300d\u304b\u300c\u9577\u671f\u9700\u8981\u300d\u304b\u304c\u554f\u308f\u308c\u308b\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83d\udee1\ufe0f<\/div>\n
\u9632\u885b\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc<\/div>\n
\u4e09\u83f1\u91cd\u5de5\uff087011\uff09\uff0fINPEX\uff081605\uff09<\/div>\n
\u9632\u885b\u8cbb\u5897\u984d\u306e\u6069\u6075\u3068\u30ac\u30b9\u30bf\u30fc\u30d3\u30f3\u53d7\u6ce8\u6025\u5897\u304c\u8ffd\u3044\u98a8\u3002\u30a4\u30e9\u30f3\u30fb\u4e2d\u6771\u60c5\u52e2\u306e\u52d5\u5411\u304c\u6765\u671f\u306e\u5730\u653f\u5b66\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u5de6\u53f3\u3059\u308b\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83c\udfe6<\/div>\n
\u30e1\u30ac\u30d0\u30f3\u30af\u30fb\u91d1\u878d<\/div>\n
\u4e09\u83f1UFJ\uff088306\uff09\uff0f\u4e09\u4e95\u4f4f\u53cb\uff088316\uff09<\/div>\n
\u65e5\u9280\u5229\u4e0a\u3052\u30b5\u30a4\u30af\u30eb\u3067\u9810\u8cb8\u91d1\u5229\u3056\u3084\u304c\u6539\u5584\u3002\u81ea\u793e\u682a\u8cb7\u3044\u30fb\u5897\u914d\u306e\u898f\u6a21\u304c\u9ad8\u914d\u5f53\u6295\u8cc7\u5bb6\u306e\u8cc7\u91d1\u79fb\u52d5\u3092\u8a98\u767a\u3059\u308b\u53ef\u80fd\u6027\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83d\udecd\ufe0f<\/div>\n
\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u6d88\u8cbb<\/div>\n
\u4e09\u8d8a\u4f0a\u52e2\u4e39\uff083099\uff09<\/div>\n
\u5186\u5b89\u7d99\u7d9a\u3067\u5bcc\u88d5\u5c64\u30a4\u30f3\u30d0\u30a6\u30f3\u30c9\u6d88\u8cbb\u306f\u597d\u8abf\u3002\u6765\u671f\u306e\u65c5\u884c\u8005\u6570\u898b\u901a\u3057\u3068\u9ad8\u984d\u54c1\u306e\u56fd\u5185\u6d88\u8cbb\u52d5\u5411\u304c\u30ab\u30ae\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83d\ude97<\/div>\n
\u81ea\u52d5\u8eca\u30fb\u8f38\u9001\u6a5f\u5668<\/div>\n
\u30db\u30f3\u30c0\uff087267\uff09\uff0f\u30b9\u30ba\u30ad\uff087269\uff09\uff0fSUBARU\uff087270\uff09<\/div>\n
\u901a\u5546\u6cd5122\u6761\u306e10%\u95a2\u7a0e\u3068\u81ea\u52d5\u8eca15%\u95a2\u7a0e\u304c\u6765\u671f\u696d\u7e3e\u3092\u76f4\u6483\u3002\u95a2\u7a0e\u30b3\u30b9\u30c8\u306e\u5b9a\u91cf\u958b\u793a\u304c\u682a\u4fa1\u5909\u52d5\u306e\u5f15\u304d\u91d1\u3068\u306a\u308a\u3084\u3059\u3044\u3002<\/div>\n<\/p><\/div>\n
\n
\ud83d\udcb9<\/div>\n
AI\u6295\u8cc7\u6301\u682a<\/div>\n
\u30bd\u30d5\u30c8\u30d0\u30f3\u30afG\uff089984\uff09<\/div>\n
ARM\u306eAI\u5411\u3051\u30c1\u30c3\u30d7\u9700\u8981\u3068Vision Fund\u8a55\u4fa1\u984d\u304c\u7126\u70b9\u3002\u5b6b\u6b63\u7fa9\u6c0f\u306e\u300c\u5bfe\u7c73\u6295\u8cc71,000\u5104\u30c9\u30eb\u300d\u306e\u9032\u6357\u958b\u793a\u304c\u6700\u5927\u306e\u30b5\u30d7\u30e9\u30a4\u30ba\u8981\u56e0\u3002<\/div>\n<\/p><\/div>\n<\/p><\/div>\n

<\/p>\n

\n

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\n \u4eca\u9031\u306e\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\u306f\u5358\u306a\u308b\u300c\u6570\u5b57\u306e\u78ba\u8a8d\u300d\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u3002\u7c73\u56fd\u306e\u901a\u5546\u6cd5122\u6761\u95a2\u7a0e\uff087\u670824\u65e5\u671f\u9650\uff09\u3068\u65e5\u9280\u306e\u8ffd\u52a0\u5229\u4e0a\u3052\u89b3\u6e2c\u3092\u80cc\u666f\u306b\u3001\u5404\u793e\u306e\u6765\u671f\uff082027\u5e743\u6708\u671f\uff09\u30ac\u30a4\u30c0\u30f3\u30b9<\/strong>\u3053\u305d\u304c\u5e02\u5834\u306e\u6700\u5927\u306e\u95a2\u5fc3\u4e8b\u3060\u3002\u7279\u306b\u8f38\u51fa\u6bd4\u7387\u306e\u9ad8\u3044\u81ea\u52d5\u8eca\u30fb\u96fb\u6a5f\u30bb\u30af\u30bf\u30fc\u3067\u306f\u3001\u95a2\u7a0e\u30b3\u30b9\u30c8\u3092\u3069\u306e\u7a0b\u5ea6\u7e54\u308a\u8fbc\u3080\u304b\u306b\u3088\u3063\u3066\u6765\u671f\u4e88\u60f3\u304c\u5927\u304d\u304f\u3076\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\n <\/p>\n

\n \u4e00\u65b9\u3067AI\u30fb\u5149\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u306e\u53e4\u6cb3\u96fb\u5de5\u30fb\u30d5\u30b8\u30af\u30e9\u306b\u3064\u3044\u3066\u306f\u3001\u6765\u671f\u3082\u9ad8\u6c34\u6e96\u306e\u53d7\u6ce8\u6b8b\u304c\u7dad\u6301\u3055\u308c\u308b\u304b\u3069\u3046\u304b\u304c\u300c\u30c6\u30fc\u30de\u682a\u304b\u3089\u5b9f\u529b\u682a\u3078\u300d\u306e\u8ee2\u63db\u70b9\u3092\u793a\u3059\u8a66\u91d1\u77f3\u3068\u306a\u308b\u3002\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u306eARM\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u5408\u308f\u305b\u3066\u3001\u4eca\u9031\u306f\u65e5\u672c\u682a\u5168\u4f53\u306e2027\u5e74\u5ea6\u696d\u7e3e\u4e88\u60f3\u306e\u300c\u6a19\u6e96\u5024\u300d\u304c\u5f62\u6210\u3055\u308c\u308b\u91cd\u8981\u306a\u4e00\u9031\u9593\u3060\u3002\n <\/p>\n

\n \u203b\u672c\u8a18\u4e8b\u306f\u60c5\u5831\u63d0\u4f9b\u3092\u76ee\u7684\u3068\u3057\u3066\u304a\u308a\u3001\u7279\u5b9a\u306e\u9298\u67c4\u3078\u306e\u6295\u8cc7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002\n <\/div>\n<\/p><\/div>\n<\/div>\n

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2026\u5e743\u6708\u671f \u6c7a\u7b97\u7279\u96c6 \u4eca\u9031\u306e\u6c7a\u7b97\u30e9\u30c3\u30b7\u30e5\u5c55\u671b 5\u670812\u65e5\u301c15\u65e5\uff5c316\u2192472\u2192688\u2192686\u793e\u3001\u9031\u3092\u8ffd\u3046\u3054\u3068\u306b\u52a0\u901f\u3059\u308b\"\u6c7a\u7b97\u306e\u5c71\" 2026\u5e745\u670812\u65e5 \u6c7a\u7b97\u5206\u6790 \u65e5\u672c\u682a \u9031\u9593\u5c55\u671b 2026\u5e743\u6708\u671f\u306e\u6c7a\u7b97\u30b7\u30fc\u30ba\u30f3\u304c\u6700\u7d42\u76e4\u3092\u8fce\u3048\u305f\u3002\u2026<\/p>\n","protected":false},"author":1,"featured_media":15341,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[3495,3494,3496],"tags":[3499,2627,513,3500,1339,884,129,3498,3497,3501,590,3503,3502,2230,449],"class_list":["post-15335","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-3495","category-3494","category-3496","tag-3499","tag-ai","tag-513","tag-3500","tag-1339","tag-ufj","tag-129","tag-3498","tag-3497","tag-3501","tag-590","tag-3503","tag-3502","tag-2230","tag-449"],"_links":{"self":[{"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts\/15335","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15335"}],"version-history":[{"count":2,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts\/15335\/revisions"}],"predecessor-version":[{"id":15340,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts\/15335\/revisions\/15340"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/media\/15341"}],"wp:attachment":[{"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15335"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15335"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}