{"id":15379,"date":"2026-05-19T23:08:15","date_gmt":"2026-05-19T14:08:15","guid":{"rendered":"https:\/\/invest-news-source.com\/?p=15379"},"modified":"2026-05-19T23:51:15","modified_gmt":"2026-05-19T14:51:15","slug":"nvidia%e6%b1%ba%e7%ae%97%e5%89%8d%e5%a4%9c%e3%81%ae%e6%97%a5%e6%9c%ac%e6%a0%aa%e3%83%9d%e3%82%b8%e3%82%b7%e3%83%a7%e3%83%8b%e3%83%b3%e3%82%b0-%e2%94%80-%e9%8a%80%e8%a1%8c%e8%b2%b7%e3%81%84%e3%83%bb","status":"publish","type":"post","link":"https:\/\/invest-news-source.com\/?p=15379","title":{"rendered":"NVIDIA\u6c7a\u7b97\u524d\u591c\u306e\u65e5\u672c\u682a\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0 \u2500 \u9280\u884c\u8cb7\u3044\u30fb\u534a\u5c0e\u4f53\u58f2\u308a\u306e\u30bb\u30af\u30bf\u30fc\u30ed\u30fc\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u3069\u3046\u8aad\u3080\u304b"},"content":{"rendered":"\n<style>\n.invest-article { color: #222; }\n.invest-article h2 { color: #1a3a6e; border-left: 5px solid #1a3a6e; padding: 10px 14px; background: #f4f7fb; margin-top: 2.2em; 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FY27\u30ac\u30a4\u30c0\u30f3\u30b9<\/strong>\uff1a$87B\u3092\u8d85\u3048\u308c\u3070\u300cBlackwell\u30e9\u30f3\u30d7\u306e\u52a0\u901f\u300d\u3092\u78ba\u8a8d\u3001$85B\u3092\u4e0b\u56de\u308b\u3068\u6e1b\u901f\u30ca\u30e9\u30c6\u30a3\u30d6\u3092\u58f2\u308a\u65b9\u306b\u4e0e\u3048\u308b<\/li>\n<li><strong>Blackwell\u69cb\u6210\u6bd4\u3068GB300 Ultra\u306e\u30bf\u30a4\u30df\u30f3\u30b0<\/strong>\uff1a\u524d\u56db\u534a\u671f\u3067Blackwell\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u58f2\u4e0a\u306e\u7d0470%\u3092\u5360\u3081\u305f\u3002\u30e6\u30cb\u30c3\u30c8\u6570\u3067\u306f\u306a\u304f\u5358\u4fa1\u30fb\u7c97\u5229\u304c\u8ad6\u70b9<\/li>\n<li><strong>\u4e2d\u56fd\u5411\u3051\u4e8b\u696d<\/strong>\uff1aH200\u306e\u8f38\u51fa\u518d\u958b\u53ef\u5426\u3068\u3001\u7c73\u56fd\u5074\u304c\u793a\u5506\u3057\u3066\u3044\u308b\u300c\u58f2\u4e0a\u306e15%\u3092\u7c73\u653f\u5e9c\u306b\u30b7\u30a7\u30a2\u300d\u3068\u3044\u3046\u67a0\u7d44\u307f<\/li>\n<\/ol>\n\n<p>\u30aa\u30d7\u30b7\u30e7\u30f3\u5e02\u5834\u306f\u6c7a\u7b97\u524d\u5f8c\u3067<strong>\u682a\u4fa1\u00b15%\u301c10%\u7a0b\u5ea6\u306e\u632f\u308c<\/strong>\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\u300230\u65e5IV\u306f\u4e2d\u4f4d\u306e40%\u53f0\u3001\u904e\u53bb\u306e\u30ea\u30a2\u30e9\u30a4\u30ba\u30c9\u30fb\u30dc\u30e9\u3092\u4e0a\u56de\u308b\u6c34\u6e96\u306b\u3042\u308a\u3001\u30ca\u30a4\u30fc\u30d6\u306a\u30ed\u30f3\u30b0\u30d7\u30ec\u30df\u30a2\u30e0\u6226\u7565\u306fIV\u30af\u30e9\u30c3\u30b7\u30e5\u306b\u5208\u3089\u308c\u3084\u3059\u3044\u69cb\u9020\u3060\u3002<\/p>\n\n<h2>5. \u65e5\u672c\u682a\u306e\u30b7\u30ca\u30ea\u30aa\u5225\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0<\/h2>\n\n<p>NVIDIA\u6c7a\u7b97\u306e3\u30b7\u30ca\u30ea\u30aa\u306b\u5bfe\u3059\u308b\u65e5\u672c\u682a\u30b5\u30d6\u30bb\u30af\u30bf\u30fc\u306e\u60f3\u5b9a\u53cd\u5fdc\u3092\u6574\u7406\u3059\u308b\u3002<\/p>\n\n<div class=\"scenario\">\n\n<div class=\"case bull\"><strong>\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa\uff1a\u58f2\u4e0a$80B\u8d85\u3001Q2\u30ac\u30a4\u30c0\u30f3\u30b9$87B\u8d85\u3001\u7c97\u5229\u738775%\u4ee5\u4e0a\u3001\u4e2d\u56fd\u5411\u3051\u524d\u5411\u304d\u30b3\u30e1\u30f3\u30c8<\/strong><br>\n\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\uff08\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001\u30c7\u30a3\u30b9\u30b3\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3001SCREEN\uff09\u3001\u96fb\u7dda\uff08\u30d5\u30b8\u30af\u30e9\u3001\u4f4f\u53cb\u96fb\u5de5\u3001\u53e4\u6cb3\u96fb\u5de5\uff09\u3001SBG\u3001\u30bd\u30b7\u30aa\u30cd\u30af\u30b9\u30c8\u306a\u3069AI\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u304c\u8cb7\u3044\u76f4\u3055\u308c\u308b\u5c55\u958b\u3002\u305f\u3060\u3057\u3001\u672c\u65e55\u670819\u65e5\u306b\u65e2\u306b\u58f2\u3089\u308c\u305f\u6c34\u6e96\u304b\u3089\u306e\u623b\u308a\u3067\u3001\u4e0a\u5024\u8ffd\u3044\u306e\u6301\u7d9a\u529b\u306f\u6c7a\u7b97\u5f8c\u306e\u6d77\u5916\u52e2\u306e\u52d5\u5411\u6b21\u7b2c\u3002\u9280\u884c\u682a\u306f\u30ea\u30b9\u30af\u30aa\u30f3\u5316\u3067\u8cc7\u91d1\u304c\u518d\u914d\u5206\u3055\u308c\u308b\u53ef\u80fd\u6027\u3002<\/div>\n\n<div class=\"case base\"><strong>\u30d9\u30fc\u30b9\u30b7\u30ca\u30ea\u30aa\uff1a\u58f2\u4e0a$78B\u301c$80B\u3001Q2\u30ac\u30a4\u30c0\u30f3\u30b9$85B\u301c$87B\u3001\u7c97\u5229\u738774\u301c75%<\/strong><br>\n\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u306f\u30d3\u30fc\u30c8\u3067\u3082\u300c\u60f3\u5b9a\u5185\u300d\u3068\u53d7\u3051\u6b62\u3081\u3089\u308c\u3001\u6c7a\u7b97\u5f8c\u306eNVDA\u682a\u306f\u5c0f\u5e45\u306a\u52d5\u304d\u306b\u3068\u3069\u307e\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u30fb\u96fb\u7dda\u95a2\u9023\u306f5\u670819\u65e5\u306e\u5b89\u5024\u570f\u304b\u3089\u5c0f\u5e45\u623b\u3059\u304c\u3001\u65b0\u898f\u9ad8\u5024\u8ffd\u3044\u306f\u96e3\u3057\u3044\u3002<strong>\u3053\u306e\u30b7\u30ca\u30ea\u30aa\u3067\u306f\u9280\u884c\u682a\u3078\u306e\u8cc7\u91d1\u30b7\u30d5\u30c8\u304c\u7d99\u7d9a<\/strong>\u3002\u4e09\u83f1UFJ\u3001\u4e09\u4e95\u4f4f\u53cbFG\u3001\u307f\u305a\u307bFG\u304c\u8cb7\u308f\u308c\u3084\u3059\u3044\u3002<\/div>\n\n<div class=\"case bear\"><strong>\u5f31\u6c17\u30b7\u30ca\u30ea\u30aa\uff1aQ2\u30ac\u30a4\u30c0\u30f3\u30b9$85B\u4ee5\u4e0b\u3001\u7c97\u5229\u738773%\u4ee5\u4e0b\u3001\u4e2d\u56fd\u5411\u3051\u4e0d\u900f\u660e\u611f<\/strong><br>\nNVDA\u682a\u304c\u6c7a\u7b97\u5f8c\u306b5\u301c10%\u4e0b\u843d\u3059\u308b\u5c55\u958b\u3002\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u30fb\u96fb\u7dda\u95a2\u9023\u306f5\u670821\u65e5\u671d\u306b\u5927\u304d\u306a\u30ae\u30e3\u30c3\u30d7\u30c0\u30a6\u30f3\u3067\u59cb\u307e\u308a\u3001\u30d5\u30b8\u30af\u30e9\u30fb\u30a2\u30c9\u30c6\u30b9\u30c8\u306a\u3069\u304c\u6025\u843d\u3002\u65e5\u7d4c\u5e73\u5747\u306f\u534a\u5c0e\u4f53\u30a6\u30a7\u30a4\u30c8\u306e\u5927\u304d\u3055\u304b\u30891,000\u5186\u898f\u6a21\u306e\u4e0b\u843d\u30ea\u30b9\u30af\u3082\u3042\u308b\u3002<strong>\u3053\u306e\u5834\u5408\u3001\u9280\u884c\u682a\u3078\u306e\u9632\u885b\u30b7\u30d5\u30c8\u306f\u3080\u3057\u308d\u52a0\u901f\u3059\u308b<\/strong>\u3002\u70ba\u66ff\u304c\u5186\u9ad8\u306b\u632f\u308c\u308c\u3070\u8f38\u51fa\u682a\uff08\u30c8\u30e8\u30bf\u3001\u30db\u30f3\u30c0\u3001\u30c7\u30f3\u30bd\u30fc\uff09\u306b\u3082\u8abf\u6574\u5727\u529b\u3002<\/div>\n\n<\/div>\n\n<h2>6. \u70ba\u66ff\u30fb\u5730\u653f\u5b66\uff1a\u3082\u3046\u4e00\u3064\u306e\u5909\u6570<\/h2>\n\n<p>NVIDIA\u6c7a\u7b97\u306f\u6700\u5927\u306e\u5358\u4e00\u30a4\u30d9\u30f3\u30c8\u3060\u304c\u3001\u65e5\u672c\u682a\u56fa\u6709\u306e\u5909\u6570\u3068\u3057\u3066\u70ba\u66ff\u52d5\u5411\u3092\u7121\u8996\u3067\u304d\u306a\u3044\u3002<\/p>\n\n<ul>\n<li>\u653f\u5e9c\u30fb\u65e5\u9280\u306f4\u670830\u65e5\u306b2024\u5e747\u6708\u4ee5\u6765\u306e\u5186\u8cb7\u3044\u4ecb\u5165\uff08\u63a8\u5b9a5\u5146\u5186\u898f\u6a21\uff09\u3092\u5b9f\u65bd\u3057\u30015\u6708\u306e\u9023\u4f11\u4e2d\u306b\u3082\u8ffd\u52a0\u4ecb\u5165\u89b3\u6e2c\u3002<strong>1\u30c9\u30eb160\u5186\u3092\u9632\u885b\u30e9\u30a4\u30f3\u306b\u8a2d\u5b9a<\/strong>\u3057\u3066\u3044\u308b<\/li>\n<li>14\u65e5\u306b\u306f\u4e00\u66421\u30c9\u30eb158\u5186\u53f0\u307e\u3067\u518d\u3073\u5186\u5b89\u65b9\u5411\u306b\u632f\u308c\u3066\u3044\u308b<\/li>\n<li>\u65e5\u9280\u306f4\u670828\u65e5\u4f1a\u5408\u3067\u5229\u4e0a\u3052\u898b\u901a\u3057\u3092\u5f37\u8abf\u3057\u3001\u5e02\u5834\u306f6\u6708\u5229\u4e0a\u3052\u78ba\u7387\u309266%\u7a0b\u5ea6\u7e54\u308a\u8fbc\u307f<\/li>\n<li>\u91ce\u6751\u8b49\u5238\u30c1\u30fc\u30d5\u70ba\u66ff\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u306e\u6574\u7406\u3067\u306f\u3001\u4e2d\u6771\u60c5\u52e2\u53ce\u675f\uff0b\u539f\u6cb9\u30d4\u30fc\u30af\u30a2\u30a6\u30c8\uff0b\u65e5\u92806\u6708\u5229\u4e0a\u3052\u304c\u63c3\u3048\u3070150\u301c155\u5186\u30ec\u30f3\u30b8\u3078\u306e\u8abf\u6574\u53ef\u80fd\u6027\u3001\u9006\u306b\u539f\u6cb9\u9ad8\u9577\u671f\u5316\uff0b\u65e5\u9280\u5229\u4e0a\u3052\u9045\u5ef6\u306a\u3089\u590f\u5834160\u5186\u53f0\u518d\u56de\u5fa9\u30ea\u30b9\u30af<\/li>\n<\/ul>\n\n<p>\u3064\u307e\u308a\u65e5\u672c\u72ec\u81ea\u306e<strong>\u300c\u65e5\u9280\u5229\u4e0a\u3052\u671f\u5f85 \u00d7 \u70ba\u66ff\u4ecb\u5165\u30ab\u30fc\u30c9\u300d<\/strong>\u3068\u3044\u3046\u69cb\u56f3\u304c\u9280\u884c\u682a\u306e\u62bc\u3057\u4e0a\u3052\u8981\u56e0\u3068\u306a\u308a\u7d9a\u3051\u3066\u3044\u308b\u3002\u3053\u306e\u69cb\u56f3\u306f\u3001NVIDIA\u6c7a\u7b97\u304c\u3069\u3061\u3089\u306b\u8ee2\u3093\u3067\u3082\u6bd4\u8f03\u7684\u5b89\u5b9a\u3057\u3066\u6a5f\u80fd\u3059\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002<\/p>\n\n<h2>7. \u660e\u65e5\u306e\u6226\u8853\u7684\u306a\u89b3\u5bdf\u30dd\u30a4\u30f3\u30c8<\/h2>\n\n<h3>\u671d\u306e\u78ba\u8a8d\u4e8b\u9805\uff085\u670820\u65e5 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