{"id":15490,"date":"2026-05-29T22:41:38","date_gmt":"2026-05-29T13:41:38","guid":{"rendered":"https:\/\/invest-news-source.com\/?p=15490"},"modified":"2026-05-29T22:41:38","modified_gmt":"2026-05-29T13:41:38","slug":"26%e5%b9%b43%e6%9c%88%e6%9c%9f%e6%b1%ba%e7%ae%97%e3%81%8c%e6%98%a0%e3%81%99ai%e7%9b%b8%e5%a0%b4%e3%81%ae%e3%80%8c%e5%b8%8c%e6%9c%9b%e3%80%8d%e3%81%a8%e3%80%8c%e7%97%85%e5%b7%a3%e3%80%8d-%e2%80%95","status":"publish","type":"post","link":"https:\/\/invest-news-source.com\/?p=15490","title":{"rendered":"26\u5e743\u6708\u671f\u6c7a\u7b97\u304c\u6620\u3059AI\u76f8\u5834\u306e\u300c\u5e0c\u671b\u300d\u3068\u300c\u75c5\u5de3\u300d \u2015\u2015 \u6570\u5b57\u306f\u672c\u7269\u3060\u304c\u3001\u5168\u90e8\u306f\u8cb7\u3048\u306a\u3044"},"content":{"rendered":"
\n \u6c7a\u7b97\u7dcf\u62ec \uff0f 26\u5e743\u6708\u671f AI\u30fb\u534a\u5c0e\u4f53<\/span><\/p>\n

26\u5e743\u6708\u671f\u6c7a\u7b97\u304c\u6620\u3059AI\u76f8\u5834\u306e\u300c\u5e0c\u671b\u300d\u3068\u300c\u75c5\u5de3\u300d \u2015\u2015 \u6570\u5b57\u306f\u672c\u7269\u3060\u304c\u3001\u5168\u90e8\u306f\u8cb7\u3048\u306a\u3044<\/h1>\n

26\u5e743\u6708\u671f\u306e\u6c7a\u7b97\u304c\u51fa\u305d\u308d\u3063\u305f\u3002\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u904e\u53bb\u6700\u9ad8\u76ca\u3001\u30e1\u30e2\u30ea\u4fa1\u683c\u306f\u904e\u53bb\u6700\u5927\u306e\u4e0a\u6607\u2015\u2015AI\u9700\u8981\u304c\u300c\u671f\u5f85\u300d\u3067\u306f\u306a\u304f\u300c\u5b9f\u9700\u300d\u3068\u3057\u3066\u6570\u5b57\u306b\u8868\u308c\u305f\u6c7a\u7b97\u3060\u3063\u305f\u3002\u3060\u304c\u540c\u3058\u30b7\u30fc\u30ba\u30f3\u306e\u88cf\u5074\u3067\u306f\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306e\u55b6\u696d\u6e1b\u76ca\u3001\u4e16\u754c\u3067\u5e747,000\u5104\u30c9\u30eb\u306b\u8feb\u308b\u8a2d\u5099\u6295\u8cc7\u306e\u904e\u71b1\u3001\u305d\u3057\u3066\u65e5\u7d4c\u3092\u3051\u3093\u5f15\u3059\u308b\u4e00\u63e1\u308a\u306e\u9298\u67c4\u3078\u306e\u6975\u7aef\u306a\u96c6\u4e2d\u3068\u3044\u3046\u201c\u75c5\u5de3\u201d\u3082\u9854\u3092\u51fa\u3057\u3066\u3044\u308b\u3002JP\u30e2\u30eb\u30ac\u30f3\u304c\u554f\u3046\u300c\u91cf\u3088\u308a\u8cea\u300d\u306e\u5c40\u9762\u3067\u3001\u6c7a\u7b97\u306e\u8868\u3068\u88cf\u3092\u3069\u3046\u5207\u308a\u5206\u3051\u308b\u304b\u3092\u6574\u7406\u3059\u308b\u3002<\/p>\n

    \n
  • \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8 \u55b6\u696d\u5229\u76ca<\/span>+118.8%<\/span><\/li>\n
  • \u6771\u30a8\u30ec\u30af \u55b6\u696d\u5229\u76ca<\/span>\u25b210.4%<\/span><\/li>\n
  • \u30af\u30e9\u30a6\u30c9AI\u6295\u8cc7<\/span>\u7d046,770\u5104\u30c9\u30eb<\/span><\/li>\n
  • \u65e5\u7d4c NT\u500d\u7387<\/span>16.37\u500d\uff08\u6700\u9ad8\uff09<\/span><\/li>\n<\/ul>\n
    \n

    \u3053\u306e\u8a18\u4e8b\u306e\u8981\u70b9\uff0830\u79d2\u30b5\u30de\u30ea\u30fc\uff09<\/h2>\n
      \n
    • \u5e0c\u671b\u306f\u672c\u7269<\/b>\u3002\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u58f2\u4e0a\u30fb\u55b6\u696d\u5229\u76ca\u30fb\u7d14\u5229\u76ca\u3059\u3079\u3066\u904e\u53bb\u6700\u9ad8\u3002AI\u5411\u3051\u30c6\u30b9\u30bf\u3068HBM\u306e\u5b9f\u9700\u304c\u6570\u5b57\u306b\u76f4\u7d50\u3057\u305f\u3002<\/li>\n
    • \u75c5\u5de3\u306f\u540c\u3058\u6c7a\u7b97\u306e\u88cf\u306b<\/b>\u3002\u6771\u30a8\u30ec\u30af\u306f\u5897\u53ce\u30fb\u6700\u9ad8\u7d14\u76ca\u3067\u3082\u55b6\u696d\u5229\u76ca\u306f\u524d\u671f\u6bd4\u25b210.4%\u3002\u201c\u5897\u53ce\u6e1b\u76ca\u201d\u304c\u59cb\u307e\u3063\u305f\u3002<\/li>\n
    • \u904e\u5270\u6295\u8cc7\u306e\u5f71<\/b>\u3002\u30af\u30e9\u30a6\u30c9\u5927\u624b\u306eAI\u8a2d\u5099\u6295\u8cc7\u306f\u7d046,770\u5104\u30c9\u30eb\u3078\u81a8\u5f35\u3002\u4e00\u65b9\u3001\u96fb\u529b\u30fb\u5efa\u8a2d\u5236\u7d04\u3067\u8a08\u753b\u306e\u7d04\u534a\u5206\u304c\u9045\u5ef6\u30fb\u4e2d\u6b62\u3068\u306e\u6307\u6458\u3082\u3002<\/li>\n
    • \u6975\u7aef\u306a\u96c6\u4e2d<\/b>\u3002\u65e5\u7d4c\u306e\u4e0a\u6607\u306f4\u9298\u67c4\u4e3b\u5c0e\u3067NT\u500d\u7387\u306f16.37\u500d\u3068\u904e\u53bb\u6700\u9ad8\u3002\u308f\u305a\u304b\u306a\u5931\u671b\u304c\u6307\u6570\u5168\u4f53\u3092\u63fa\u3089\u3059\u69cb\u9020\u3002<\/li>\n
    • \u7d50\u8ad6\u306f\u300c\u91cf\u3088\u308a\u8cea\u300d<\/b>\u3002\u5897\u53ce\u7387\u306e\u898b\u51fa\u3057\u3067\u306f\u306a\u304f\u3001\u5229\u76ca\u7387\u306e\u65b9\u5411\u30fb\u53d7\u6ce8\u306e\u8cea\u30fb\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u9078\u5225\u3059\u308b\u5c40\u9762\u3002<\/li>\n<\/ul><\/div>\n

      <\/p>\n

      1.\u3010\u5e0c\u671b\u3011AI\u306f\u300c\u671f\u5f85\u300d\u304b\u3089\u300c\u5b9f\u9700\u300d\u3078 \u2015\u2015 \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306e\u904e\u53bb\u6700\u9ad8\u76ca<\/h2>\n

      \u307e\u305a\u660e\u308b\u3044\u6570\u5b57\u304b\u3089\u3002\u534a\u5c0e\u4f53\u30c6\u30b9\u30c8\u88c5\u7f6e\u3067\u4e16\u754c\u6700\u5927\u624b\u306e\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09\u304c4\u670827\u65e5\u306b\u767a\u8868\u3057\u305f26\u5e743\u6708\u671f\u306f\u3001\u58f2\u4e0a\u9ad81\u51461,286\u5104\u5186\uff08\u524d\u671f\u6bd4+44.7%\uff09\u3001\u55b6\u696d\u5229\u76ca4,991\u5104\u5186\uff08+118.8%\uff09\u3001\u7d14\u5229\u76ca3,754\u5104\u5186\uff08+132.9%\uff09<\/strong>\u3068\u3001\u3044\u305a\u308c\u3082\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u305f\u3002\u751f\u6210AI\u5411\u3051\u306e\u9ad8\u6027\u80fd\u534a\u5c0e\u4f53\uff08HPC\uff09\u3068\u5e83\u5e2f\u57df\u30e1\u30e2\u30ea\uff08HBM\uff09\u5411\u3051\u30c6\u30b9\u30bf\u9700\u8981\u304c\u3001\u5f53\u521d\u60f3\u5b9a\u3092\u5927\u5e45\u306b\u4e0a\u56de\u3063\u305f\u3053\u3068\u304c\u4e3b\u56e0\u3060\u3002\u6765\u671f\uff0827\u5e743\u6708\u671f\uff09\u3082\u5927\u5e45\u306a\u5897\u53ce\u5897\u76ca\u3092\u898b\u8fbc\u3080\u3002<\/p>\n

      \n

      \u56f31\uff1a\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8 26\u5e743\u6708\u671f\u306f\u5168\u9805\u76ee\u3067\u904e\u53bb\u6700\u9ad8\uff08\u524d\u671f\u6bd4\uff09<\/p>\n

      AI\u5411\u3051\u30c6\u30b9\u30bf\u9700\u8981\u304c\u5b9f\u9700\u3068\u3057\u3066\u5229\u76ca\u306b\u76f4\u7d50<\/p>\n

      \n \n \n \n \n +44.7%<\/text>\n +118.8%<\/text>\n +132.9%<\/text>\n 1\u51461,286\u5104<\/text>\n 4,991\u5104<\/text>\n 3,754\u5104<\/text>\n \u58f2\u4e0a\u9ad8<\/text>\n \u55b6\u696d\u5229\u76ca<\/text>\n \u5f53\u671f\u7d14\u5229\u76ca<\/text>\n <\/svg><\/p>\n

      \u51fa\u6240\uff1a\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8 26\u5e743\u6708\u671f\u6c7a\u7b97\u77ed\u4fe1\uff082026\/4\/27\uff09\u3002\u91d1\u984d\u306f\u6982\u6570\u3002<\/p>\n<\/p><\/div>\n

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      \n \u7528\u8a9e\uff1aHBM\uff08\u5e83\u5e2f\u57df\u30e1\u30e2\u30ea\uff09<\/span>
      \n AI\u306e\u8a08\u7b97\u3067\u306f\u3001\u534a\u5c0e\u4f53\uff08GPU\uff09\u306b\u30c7\u30fc\u30bf\u3092\u201c\u3044\u304b\u306b\u901f\u304f\u5927\u91cf\u306b\u4f9b\u7d66\u3059\u308b\u304b\u201d\u304c\u6027\u80fd\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002HBM\u306f\u30e1\u30e2\u30ea\u3092\u7e26\u306b\u7a4d\u5c64\u3057\u3066\u5e2f\u57df\uff08\u30c7\u30fc\u30bf\u306e\u901a\u308a\u9053\uff09\u3092\u5927\u5e45\u306b\u5e83\u3052\u305f\u9ad8\u6027\u80fd\u30e1\u30e2\u30ea\u3067\u3001AI\u30b5\u30fc\u30d0\u30fc\u306b\u4e0d\u53ef\u6b20\u3002\u4f9b\u7d66\u304c\u9700\u8981\u306b\u8ffd\u3044\u3064\u304b\u305a\u3001\u4fa1\u683c\u30fb\u63a1\u7b97\u3068\u3082\u306b\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002\n <\/div>\n

      <\/p>\n

      2.\u3010\u75c5\u5de3\u2460\u3011\u540c\u3058\u6c7a\u7b97\u306e\u88cf\u5074 \u2015\u2015 \u6771\u30a8\u30ec\u30af\u306e\u300c\u5897\u53ce\u6e1b\u76ca\u300d<\/h2>\n

      \u3068\u3053\u308d\u304c\u3001\u5e0c\u671b\u306f\u5225\u306e\u9298\u67c4\u306e\u201c\u5f71\u201d\u3068\u80cc\u4e2d\u5408\u308f\u305b\u3060\u3002\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u5927\u624b\u306e\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09\u304c4\u670830\u65e5\u306b\u767a\u8868\u3057\u305f26\u5e743\u6708\u671f\u306f\u3001\u58f2\u4e0a\u9ad8\u3068\u7d14\u5229\u76ca\u306f\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u306a\u304c\u3089\u3001\u55b6\u696d\u5229\u76ca\u306f\u524d\u671f\u6bd4\u25b210.4%\u306e6,249\u5104\u5186<\/strong>\u3068\u6e1b\u76ca\u306b\u306a\u3063\u305f\u3002\u5bae\u57ce\u30fb\u718a\u672c\u3067\u306e\u62e0\u70b9\u6574\u5099\u3084\u958b\u767a\u8cbb\u306e\u5897\u52a0\u304c\u5229\u76ca\u3092\u5727\u8feb\u3057\u305f\u683c\u597d\u3060\u3002\u58f2\u4e0a\u306f\u4f38\u3073\u308b\u306e\u306b\u672c\u696d\u306e\u5229\u76ca\u304c\u8ffd\u3044\u3064\u304b\u306a\u3044\u2015\u2015\u3044\u308f\u3086\u308b\u201c\u30cd\u30ac\u30c6\u30a3\u30d6\u30fb\u30ec\u30d0\u30ec\u30c3\u30b8\u201d\u306e\u5165\u53e3\u3067\u3042\u308b\u3002<\/p>\n

      \n \u7528\u8a9e\uff1a\u30cd\u30ac\u30c6\u30a3\u30d6\u30fb\u30ec\u30d0\u30ec\u30c3\u30b8\uff08\u5897\u53ce\u6e1b\u76ca\uff09<\/span>
      \n \u58f2\u4e0a\u304c\u5897\u3048\u3066\u3044\u308b\u306e\u306b\u3001\u305d\u308c\u3092\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u8cbb\u7528\uff08\u6295\u8cc7\u30fb\u4eba\u4ef6\u8cbb\u30fb\u958b\u767a\u8cbb\uff09\u304c\u81a8\u3089\u307f\u3001\u5229\u76ca\u304c\u304b\u3048\u3063\u3066\u6e1b\u3063\u3066\u3057\u307e\u3046\u72b6\u614b\u3002\u6210\u9577\u306e\u305f\u3081\u306e\u201c\u5148\u884c\u6295\u8cc7\u201d\u306a\u3089\u4e00\u6642\u7684\u3067\u3059\u304c\u3001\u69cb\u9020\u7684\u306a\u30b3\u30b9\u30c8\u5897\u306a\u3089\u5229\u76ca\u7387\u306e\u4f4e\u4e0b\u304c\u5b9a\u7740\u3057\u307e\u3059\u3002\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u3053\u306e\u201c\u8e0a\u308a\u5834\u201d\u306e\u6b63\u4f53\u3092\u6559\u3048\u3066\u304f\u308c\u307e\u3059\u3002<\/strong>\n <\/div>\n

      \u6551\u3044\u306f\u6765\u671f\u306e\u898b\u901a\u3057\u3060\u3002\u6771\u30a8\u30ec\u30af\u306f27\u5e743\u6708\u671f\u306e\u4e2d\u9593\u671f\uff082026\u5e744\u301c9\u6708\uff09\u4e88\u60f3\u3068\u3057\u3066\u3001\u58f2\u4e0a\u9ad81\u51465,700\u5104\u5186\uff08+33.1%\uff09\u3001\u55b6\u696d\u5229\u76ca4,310\u5104\u5186\uff08+42.2%\uff09<\/strong>\u3068\u3044\u3046\u529b\u5f37\u3044\u30ea\u30d0\u30a6\u30f3\u30c9\u3092\u63b2\u3052\u305f\u3002AI\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u306e\u6700\u5148\u7aef\u88c5\u7f6e\u306e\u51fa\u8377\u62e1\u5927\u304c\u4e3b\u56e0\u3067\u3001\u4eca\u671f\u306e\u6e1b\u76ca\u306f\u201c\u69cb\u9020\u7684\u60aa\u5316\u201d\u3067\u306f\u306a\u304f\u201c\u8e0a\u308a\u5834\u306e\u901a\u904e\u70b9\u201d\u3060\u3063\u305f\u3068\u8aad\u3081\u308b\u3002\u5e0c\u671b\u3068\u75c5\u5de3\u306f\u3001\u540c\u3058\u4f1a\u793e\u306e\u4eca\u671f\u3068\u6765\u671f\u306b\u3059\u3089\u540c\u5c45\u3057\u3066\u3044\u308b\u306e\u3060\u3002<\/p>\n

      \n

      \u56f32\uff1a\u6771\u30a8\u30ec\u30af \u55b6\u696d\u5229\u76ca\u306f\u300c\u8e0a\u308a\u5834\u300d\u3092\u7d4c\u3066\u6025\u56de\u5fa9\u306e\u898b\u901a\u3057<\/p>\n

      \u4eca\u671f\u306f\u6e1b\u76ca\uff08\u75c5\u5de3\uff09\u3001\u6765\u671f\u306f\u5927\u5e45\u5897\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9\uff08\u5e0c\u671b\uff09<\/p>\n

      \n \u2015 \u5897\u53ce\u6e1b\u76ca\u306e\u201c\u8e0a\u308a\u5834\u201d\u3092\u7d4c\u3066\u3001\u6765\u671f\u306f\u6025\u56de\u5fa9\u306e\u8a08\u753b \u2015<\/text>\n \n \u524d\u5e74\u6bd4 0%<\/text>\n \n \n \u25b210.4%<\/text>\n +42.2%<\/text>\n \u4eca\u671f(FY26)\u5b9f\u7e3e<\/text>\n \u55b6\u696d\u5229\u76ca 6,249\u5104\u5186<\/text>\n \u6765\u671f(FY27)\u4e2d\u9593\u671f\u4e88\u60f3<\/text>\n \u55b6\u696d\u5229\u76ca 4,310\u5104\u5186<\/text>\n <\/svg><\/p>\n

      \u51fa\u6240\uff1a\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3 26\u5e743\u6708\u671f\u6c7a\u7b97\u77ed\u4fe1\uff082026\/4\/30\uff09\u3002\u6765\u671f\u306f\u4e2d\u9593\u671f\uff084\u301c9\u6708\uff09\u4e88\u60f3\u306e\u524d\u5e74\u540c\u671f\u6bd4\u3002<\/p>\n<\/p><\/div>\n

      <\/p>\n

      3.\u3010\u75c5\u5de3\u2461\u3011\u5e747,000\u5104\u30c9\u30eb\u306b\u8feb\u308b\u6295\u8cc7 \u2015\u2015 \u904e\u71b1\u3068\u56de\u53ce\u306e\u4e0d\u5b89<\/h2>\n

      \u3088\u308a\u5927\u304d\u306a\u75c5\u5de3\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u305d\u306e\u3082\u306e\u306e\u904e\u71b1\u3060\u3002\u4e3b\u8981\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u306eAI\u95a2\u9023\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u306f\u3001\u5e74\u521d\u4e88\u60f3\u306e\u7d045,360\u5104\u30c9\u30eb\u304b\u3089\u7d046,770\u5104\u30c9\u30eb<\/strong>\u3078\u3068\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u3001\u524d\u5e74\u6bd4\u304a\u3088\u305d+60%\u3002AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u5168\u4f53\u306f\u5e747,000\u5104\u30c9\u30eb\u898f\u6a21\u306b\u8feb\u308a\u3001\u305d\u306e\u7d0475%\u304cGPU\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3002\u554f\u984c\u306f\u201c\u305d\u306e\u5148\u201d\u3060\u3002\u96fb\u529b\u30fb\u534a\u5c0e\u4f53\u30fb\u5efa\u8a2d\u80fd\u529b\u306e\u5236\u7d04\u304b\u3089\u3001\u8a08\u753b\u306e\u7d04\u534a\u5206\u304c\u9045\u5ef6\u307e\u305f\u306f\u4e2d\u6b62<\/strong>\u3068\u306e\u6307\u6458\u3082\u3042\u308a\u3001\u591a\u304f\u306e\u4f01\u696d\u3067AI\u306e\u53ce\u76ca\u5316\u306f\u8a66\u9a13\u5c0e\u5165\u6bb5\u968e\u306b\u3068\u3069\u307e\u308b\u3002\u6295\u8cc7\u5bfe\u52b9\u679c\u306e\u5dee\u304c\u3001\u305d\u306e\u307e\u307e\u682a\u4fa1\u306e\u5dee\u306b\u306a\u308a\u59cb\u3081\u3066\u3044\u308b\u3002<\/p>\n

      \n

      \u56f33\uff1a\u30af\u30e9\u30a6\u30c9\u5927\u624b\u306eAI\u8a2d\u5099\u6295\u8cc7\u306f\u201c\u4e0a\u65b9\u4fee\u6b63\u201d\u3067\u81a8\u5f35<\/p>\n

      \u5e74\u521d\u4e88\u60f3 \u2192 \u6700\u65b0\uff08\u5104\u30c9\u30eb\uff09<\/p>\n

      \n \n \n \n 5,360\u5104<\/text>\n 6,770\u5104<\/text>\n \u5e74\u521d\u4e88\u60f3<\/text>\n \u6700\u65b0\uff082026\uff09<\/text>\n \u524d\u5e74\u6bd4 \u7d04+60%<\/text>\n <\/svg><\/p>\n

      \u51fa\u6240\uff1a\u5404\u7a2e\u5e02\u5834\u30c7\u30fc\u30bf\uff08\u30af\u30e9\u30a6\u30c9\u5927\u624b\u306eAI\u95a2\u9023CAPEX\u96c6\u8a08\uff09\u3002\u96fb\u529b\u30fb\u5efa\u8a2d\u5236\u7d04\u3067\u8a08\u753b\u306e\u7d04\u534a\u5206\u304c\u9045\u5ef6\u30fb\u4e2d\u6b62\u3068\u306e\u6307\u6458\u3082\u3042\u308b\u3002<\/p>\n<\/p><\/div>\n

      \u3053\u306e\u201c\u5272\u306b\u5408\u3046\u306e\u304b\u201d\u3068\u3044\u3046\u7591\u5ff5\u306f\u3001\u3059\u3067\u306b\u7c73\u56fd\u682a\u3067\u8868\u9762\u5316\u3057\u3066\u3044\u308b\u30022026\u5e74\u306b\u5165\u3063\u3066\u304b\u3089\u306e\u8abf\u6574\u5c40\u9762\u3067\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306e\u56de\u53ce\u3092\u61f8\u5ff5\u3055\u308c\u305f\u30aa\u30e9\u30af\u30eb\u304c\u30d4\u30fc\u30af\u6bd4\u3067\u7d04\u534a\u5024\u307e\u3067\u4e0b\u3052\u308b\u5834\u9762\u304c\u3042\u308a\uff08\u793e\u50b5\u306eCDS\u3008\u4fdd\u8a3c\u6599\u7387\u3009\u3082\u6025\u9a30\uff09\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3084\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3082\u9ad8\u5024\u304b\u3089\u4e8c\u6841\u306e\u4e0b\u843d\u3092\u7d4c\u9a13\u3057\u305f\u3002\u5e02\u5834\u3067\u306f\u300cAI\u6210\u9577\u795e\u8a71\u306e\u51b7\u9759\u306a\u8a55\u4fa1\u2015\u2015\u91cf\u3088\u308a\u8cea\u3092\u91cd\u8996\u3059\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u304b\u300d\uff08JP\u30e2\u30eb\u30ac\u30f3\uff09\u3068\u3044\u3046\u554f\u3044\u304c\u5171\u6709\u3055\u308c\u3064\u3064\u3042\u308b\u3002<\/p>\n

      \n

      \u56f34\uff1a\u7c73AI\u95a2\u9023\u682a\u306b\u3082\u201c\u5e7b\u6ec5\u671f\u201d\u306e\u8abf\u6574\u5c40\u9762\uff08\u30d4\u30fc\u30af\u6bd4\uff09<\/p>\n

      2026\u5e74\u306e\u8abf\u6574\u5c40\u9762\u3067\u307f\u3089\u308c\u305f\u4e0b\u843d\uff08\u30a4\u30e1\u30fc\u30b8\uff09<\/p>\n

      \n \n \u9ad8\u5024<\/text>\n \n \n \n \u30aa\u30e9\u30af\u30eb<\/text>\n \u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8<\/text>\n \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0<\/text>\n \u7d04 -50%<\/text>\n \u7d04 -20%<\/text>\n \u7d04 -10%<\/text>\n <\/svg><\/p>\n

      \u6ce8\uff1a2026\u5e74\u521d\u301c\u6625\u306e\u8abf\u6574\u5c40\u9762\u3067\u307f\u3089\u308c\u305f\u9ad8\u5024\u6bd4\u306e\u4e0b\u843d\u6c34\u6e96\uff08\u5831\u9053\u30d9\u30fc\u30b9\u30fb\u6982\u6570\u3001\u6642\u70b9\u306b\u3088\u308a\u5909\u52d5\uff09\u3002\u201c\u5e7b\u6ec5\u671f\u201d\u306e\u8c61\u5fb4\u3068\u3057\u3066\u4f8b\u793a\u3002<\/p>\n<\/p><\/div>\n

      <\/p>\n

      4.\u3010\u75c5\u5de3\u2462\u3011\u4e00\u63e1\u308a\u3078\u306e\u96c6\u4e2d \u2015\u2015 \u6307\u6570\u306e\u201c\u898b\u304b\u3051\u306e\u5f37\u3055\u201d<\/h2>\n

      3\u3064\u76ee\u306e\u75c5\u5de3\u306f\u3001\u4e0a\u6607\u306e\u201c\u504f\u308a\u201d\u3060\u3002\u91ce\u6751\u8b49\u5238\u306e\u5206\u6790\u3067\u306f\u30012026\u5e744\u301c5\u6708\u306e\u65e5\u7d4c\u5e73\u5747\u306e\u4e0a\u6607\u306f\u308f\u305a\u304b4\u9298\u67c4\u304c\u4e3b\u56e0\u3067\u3001TOPIX\u309212%\u30dd\u30a4\u30f3\u30c8\u4e0a\u56de\u308a\u3001\u4e21\u6307\u6570\u306e\u6bd4\u7387\u3092\u793a\u3059NT\u500d\u7387\u306f16.37\u500d\u3068\u904e\u53bb\u6700\u9ad8\u6c34\u6e96<\/strong>\u306b\u9054\u3057\u305f\u3002\u7c73\u56fd\u3067\u3082S&P500\u306e\u6642\u4fa1\u7dcf\u984d\u304cAI\u95a2\u9023\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u3066\u304a\u308a\u3001\u4e00\u90e8\u9298\u67c4\u306e\u308f\u305a\u304b\u306a\u6210\u9577\u920d\u5316\u304c\u6307\u6570\u5168\u4f53\u3092\u63fa\u3089\u3059<\/strong>\u69cb\u9020\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u904e\u53bb\u306b\u306f\u3001\u7279\u5b9a\u9298\u67c4\u304c\u96c6\u4e2d\u3057\u3066\u4e0a\u6607\u3057\u305f\u5f8c\u3001\u305d\u306e\u53cd\u52d5\u3067\u5f53\u8a72\u9298\u67c4\u304c\u4e0b\u843d\u3059\u308b\u201c\u5e73\u5747\u56de\u5e30\u201d\u3082\u305f\u3073\u305f\u3073\u78ba\u8a8d\u3055\u308c\u3066\u304d\u305f\u3002\u6307\u6570\u306e\u6570\u5b57\u304c\u5f37\u304f\u3066\u3082\u3001\u8db3\u5143\u306e\u201c\u5e45\u201d\u306f\u610f\u5916\u306b\u72ed\u3044\u3002<\/p>\n

      \n \u7528\u8a9e\uff1aNT\u500d\u7387<\/span>
      \n \u65e5\u7d4c\u5e73\u5747\uff08N\uff09\u3092TOPIX\uff08T\uff09\u3067\u5272\u3063\u305f\u5024\u3002\u65e5\u7d4c\u5e73\u5747\u306f\u5024\u304c\u3055\u306e\u30cf\u30a4\u30c6\u30af\u682a\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3084\u3059\u3044\u305f\u3081\u3001AI\u30fb\u534a\u5c0e\u4f53\u306a\u3069\u4e00\u90e8\u306e\u5024\u304c\u3055\u682a\u306b\u8cc7\u91d1\u304c\u96c6\u4e2d\u3059\u308b\u3068NT\u500d\u7387\u304c\u4e0a\u6607\u3057\u307e\u3059\u3002\u904e\u53bb\u6700\u9ad8\u6c34\u6e96\u306f\u3001\u201c\u76f8\u5834\u304c\u4e00\u90e8\u306e\u9298\u67c4\u306b\u504f\u3063\u3066\u3044\u308b\u201d\u30b5\u30a4\u30f3\u3068\u3057\u3066\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002\n <\/div>\n

      <\/p>\n

      5. \u5e0c\u671b\u3068\u75c5\u5de3\u3092\u3069\u3046\u5207\u308a\u5206\u3051\u308b\u304b \u2015\u2015 \u300c\u4e8c\u6975\u5316\u30de\u30c3\u30d7\u300d<\/h2>\n

      \u3053\u3053\u307e\u3067\u3092\u4e00\u679a\u306b\u6574\u7406\u3059\u308b\u3002\u7e26\u8ef8\u306b\u201c\u5229\u76ca\u306e\u8cea\uff08\u63a1\u7b97\u304c\u6539\u5584\u3057\u3066\u3044\u308b\u304b\uff09\u201d\u3001\u6a2a\u8ef8\u306b\u201c\u5b9f\u9700\u304c\u6570\u5b57\u306b\u8868\u308c\u3066\u3044\u308b\u304b\u201d\u3092\u53d6\u308b\u3068\u3001AI\u95a2\u9023\u306f\u540c\u3058\u201c\u30c6\u30fc\u30de\u201d\u3067\u3082\u4f4d\u7f6e\u304c\u307e\u3063\u305f\u304f\u7570\u306a\u308b\u3002\u53f3\u4e0a\u304c\u5e0c\u671b\u3001\u5de6\u4e0b\u304c\u75c5\u5de3\u3060\u3002<\/p>\n

      \n

      \u56f35\uff1aAI\u95a2\u9023\u306e\u4e8c\u6975\u5316\u30de\u30c3\u30d7\uff08\u6982\u5ff5\u56f3\uff09<\/p>\n

      \u540c\u3058\u201cAI\u30c6\u30fc\u30de\u201d\u3067\u3082\u3001\u5b9f\u9700\u3068\u63a1\u7b97\u3067\u7acb\u3061\u4f4d\u7f6e\u306f\u5206\u304b\u308c\u308b<\/p>\n

      \n \n \n \n \n \u5e0c\u671b\u30be\u30fc\u30f3<\/text>\n \u75c5\u5de3\u30be\u30fc\u30f3<\/text>\n \n \u30c6\u30b9\u30bf\uff0f\u524d\u5de5\u7a0b\u88c5\u7f6e\uff08\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u7b49\uff09<\/text>\n \n HBM\u30fb\u30e1\u30e2\u30ea\u4fa1\u683c\u4e0a\u6607<\/text>\n \n \u5897\u53ce\u6e1b\u76ca\u9298\u67c4\uff08\u8e0a\u308a\u5834\u30fb\u8981\u30ac\u30a4\u30c0\u30f3\u30b9\u78ba\u8a8d\uff09<\/text>\n \n \u53ce\u76ca\u5316\u524d\u306eAI\u30a2\u30d7\u30ea\u30fb\u5272\u9ad8\u682a<\/text>\n \n \u56de\u53ce\u61f8\u5ff5\u306e\u4e00\u90e8AI\u30a4\u30f3\u30d5\u30e9\u682a<\/text>\n \u6a2a\u8ef8\uff1a\u671f\u5f85\u5148\u884c\u30fb\u56de\u53ce\u524d\u3000\u2190\u3000\u2502\u3000\u2192\u3000\u5b9f\u9700\u304c\u6570\u5b57\u306b\u51fa\u3066\u3044\u308b<\/text>\n \u7e26\u8ef8\uff1a\u63a1\u7b97\u30fb\u5229\u76ca\u306e\u8cea\u3000\u4e0a\uff1d\u6539\u5584\u3000\uff0f\u3000\u4e0b\uff1d\u60aa\u5316<\/text>\n <\/svg><\/p>\n

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      \u5207\u308a\u5206\u3051\u306e\u8ef8\u306f\u30b7\u30f3\u30d7\u30eb\u3060\u3002\u7b2c\u4e00\u306b\u300c\u91cf\u3088\u308a\u8cea\u300d<\/strong>\u2015\u2015\u5897\u53ce\u7387\u306e\u5927\u304d\u3055\u3088\u308a\u3001\u55b6\u696d\u5229\u76ca\u7387\u306e\u65b9\u5411\u30fb\u53d7\u6ce8\u306e\u8cea\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u5275\u51fa\u529b\u3092\u898b\u308b\u3002\u7b2c\u4e8c\u306b\u300c\u8e0a\u308a\u5834\u304b\u3001\u60aa\u5316\u304b\u300d<\/strong>\u2015\u2015\u5897\u53ce\u6e1b\u76ca\u306e\u9298\u67c4\u306f\u6765\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u5224\u5225\u3059\u308b\uff08\u6771\u30a8\u30ec\u30af\u306f\u524d\u8005\uff09\u3002\u7b2c\u4e09\u306b\u300c\u5b9f\u9700\u304c\u6570\u5b57\u306b\u51fa\u3066\u3044\u308b\u304b\u300d<\/strong>\u2015\u2015\u30c6\u30b9\u30bf\u3084\u524d\u5de5\u7a0b\u88c5\u7f6e\u306e\u3088\u3046\u306b\u53d7\u6ce8\u30fb\u58f2\u4e0a\u3068\u3057\u3066\u8a08\u4e0a\u3055\u308c\u59cb\u3081\u305f\u5c64\u3068\u3001\u53ce\u76ca\u5316\u304c\u3053\u308c\u304b\u3089\u306e\u5c64\u3092\u5206\u3051\u308b\u3002\u5e0c\u671b\u3068\u75c5\u5de3\u306f\u5225\u3005\u306e\u5834\u6240\u306b\u3042\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3057\u3070\u3057\u3070\u540c\u3058\u6c7a\u7b97\u306e\u8868\u3068\u88cf\u306b\u540c\u5c45\u3057\u3066\u3044\u308b\u3002<\/p>\n

      <\/p>\n

      6. \u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306f\u3069\u3046\u52d5\u304f\u304b<\/h2>\n
      \n

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        \n
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      2. \u4e00\u6975\u96c6\u4e2d\u30fbNT\u500d\u7387\u904e\u71b1\u3092\u524d\u63d0\u306b\u3001\u62bc\u3057\u76ee\u3092\u5206\u5272\u3067\u3002<\/strong>\u904e\u53bb\u4e8b\u4f8b\u3067\u306f5\u301c15%\u306e\u8abf\u6574\u304c\u305f\u3073\u305f\u3073\u8d77\u304d\u3066\u3044\u308b\u3002\u4e00\u62ec\u3067\u306f\u306a\u304f\u6bb5\u968e\u7684\u306a\u30a8\u30f3\u30c8\u30ea\u30fc\u304c\u3001\u96c6\u4e2d\u76f8\u5834\u3067\u306f\u52b9\u304d\u3084\u3059\u3044\u3002<\/li>\n
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          \n
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          <\/p>\n

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