{"id":15557,"date":"2026-06-05T23:50:10","date_gmt":"2026-06-05T14:50:10","guid":{"rendered":"https:\/\/invest-news-source.com\/?p=15557"},"modified":"2026-06-05T23:50:10","modified_gmt":"2026-06-05T14:50:10","slug":"%e5%8f%b2%e4%b8%8a%e6%9c%80%e5%a4%a7%e3%81%aeipo%e3%81%8c%e6%9d%a5%e3%82%8b-%e2%80%95-spacex%e4%b8%8a%e5%a0%b4%e3%81%a8%e3%80%8c3%e9%a0%ad%e3%81%ae%e3%82%af%e3%82%b8%e3%83%a9%e3%80%8d%e3%81%ae","status":"publish","type":"post","link":"https:\/\/invest-news-source.com\/?p=15557","title":{"rendered":"\u53f2\u4e0a\u6700\u5927\u306eIPO\u304c\u6765\u308b \u2015 SpaceX\u4e0a\u5834\u3068\u300c3\u982d\u306e\u30af\u30b8\u30e9\u300d\u306e\u9700\u7d66\u30a4\u30f3\u30d1\u30af\u30c8\u3001\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306e\u9078\u629e\u80a2"},"content":{"rendered":"
\n <\/p>\n
\n \u6d77\u5916\u682a\u30fb\u5e02\u6cc1 \uff0f IPO\u5206\u6790<\/span><\/p>\n

\u53f2\u4e0a\u6700\u5927\u306eIPO\u304c\u6765\u308b \u2015 SpaceX\u4e0a\u5834\u3068\u300c3\u982d\u306e\u30af\u30b8\u30e9\u300d\u306e\u9700\u7d66\u30a4\u30f3\u30d1\u30af\u30c8\u3001\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306e\u9078\u629e\u80a2<\/h1>\n

6\u6708\u3001SpaceX\u304c\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u306b\u5165\u3063\u305f\u3002\u60f3\u5b9a\u8a55\u4fa1\u984d1.75\u5146\u30c9\u30eb\u3001\u8abf\u9054\u306f\u6700\u5927750\u5104\u30c9\u30eb\u3002\u7d9a\u304fAnthropic\u30fbOpenAI\u3068\u5408\u308f\u305b\u30012026\u5e74\u5f8c\u534a\u306e\u7c73\u56fd\u5e02\u5834\u306f\u53f2\u4e0a\u985e\u3092\u898b\u306a\u3044\u5927\u578b\u4e0a\u5834\u30e9\u30c3\u30b7\u30e5\u306b\u5165\u308b\u3002\u300c\u4f01\u696d\u306e\u4e2d\u8eab\u300d\u300c\u5024\u6bb5\u300d\u300c\u9700\u7d66\u300d\u3001\u305d\u3057\u3066\u300c\u65e5\u672c\u304b\u3089\u4f55\u304c\u3067\u304d\u308b\u304b\u300d\u3092\u3001\u65b9\u5411\u611f\u306e\u65ad\u5b9a\u3067\u306f\u306a\u304f\u69cb\u9020\u3067\u8aad\u307f\u89e3\u304f\u3002<\/p>\n

2026\u5e746\u67085\u65e5 \uff0f \u53d6\u6750\u30fb\u5206\u6790\uff08\u5831\u9053\u30fbSEC\u63d0\u51fa\u66f8\u985e\u30d9\u30fc\u30b9\uff09<\/p>\n<\/header>\n

<\/p>\n

\n
\u7d041.75\u5146\u3326<\/span>\u60f3\u5b9a\u8a55\u4fa1\u984d\uff08\u5831\u9053\u30d9\u30fc\u30b9\uff09<\/span><\/div>\n
\u6700\u5927750\u5104\u3326<\/span>\u8abf\u9054\u60f3\u5b9a\u984d<\/span><\/div>\n
2,000\u5104\u3326\u8d85<\/span>3\u793e\u5408\u8a08\u306e\u8abf\u9054\u9700\u8981\uff08\u8a66\u7b97\uff09<\/span><\/div>\n
450\u5104\u3326<\/span>2025\u5e74\u30fb\u7c73IPO\u5e02\u5834\u5168\u4f53<\/span><\/div>\n<\/p><\/div>\n

<\/p>\n

\n
\u23f1 30\u79d2\u30b5\u30de\u30ea\u30fc<\/div>\n
    \n
  • \n

    SpaceX\u306f6\u6708\u306b\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u5165\u308a\u3002SEC\u306b\u63d0\u51fa\u3057\u305f\u76ee\u8ad6\u898b\u66f8\u3067\u3001\u521d\u3081\u3066\u9023\u7d50\u8ca1\u52d9\u304c\u958b\u793a\u3055\u308c\u305f\u3002\u30c6\u30a3\u30c3\u30ab\u30fc\u306fSPCX\u3001\u30ca\u30b9\u30c0\u30c3\u30af\u4e0a\u5834\u3002<\/p>\n<\/li>\n

  • \n

    \u4e2d\u8eab\u306f\u5b9f\u8cea\u300c3\u3064\u306e\u5225\u4f1a\u793e\u300d\u3002\u9ed2\u5b57\u30a8\u30f3\u30b8\u30f3\u306eStarlink\u3001\u4f4e\u6210\u9577\u306e\u30ed\u30b1\u30c3\u30c8\u3001\u5de8\u984d\u8d64\u5b57\u306eAI\uff08\u65e7xAI\uff09\u30021.75\u5146\u30c9\u30eb\u306e\u5927\u534a\u306fStarlink\u306e\u53ce\u76ca\u529b\u3068AI\u30ca\u30e9\u30c6\u30a3\u30d6\u304c\u652f\u3048\u308b\u3002<\/p>\n<\/li>\n

  • \n

    \u771f\u306e\u8ad6\u70b9\u306f\u9700\u7d66\u3002SpaceX\u30fbAnthropic\u30fbOpenAI\u306e3\u793e\u30672,000\u5104\u30c9\u30eb\u8d85\u3092\u5e02\u5834\u304b\u3089\u5438\u3044\u4e0a\u3052\u3046\u308b\u30022025\u5e74\u306e\u7c73IPO\u5e02\u5834\u5168\u4f53\uff08450\u5104\u30c9\u30eb\uff09\u306e4\u500d\u8d85\u3002<\/p>\n<\/li>\n

  • \n

    \u30ca\u30b9\u30c0\u30c3\u30af\u306e\u65b0\u30eb\u30fc\u30eb\u3067SpaceX\u306f\u4e0a\u5834\u5f8c\u6700\u77ed15\u65e5\u3067\u30ca\u30b9\u30c0\u30c3\u30af100\u5165\u308a\u306e\u53ef\u80fd\u6027\u3002\u6307\u6570\u9023\u52d5\u306e\u30d1\u30c3\u30b7\u30d6\u8cc7\u91d1\u306e\u5f37\u5236\u8cb7\u3044\u304c\u3001\u65e2\u5b58\u9298\u67c4\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u58f2\u308a\u3092\u8a98\u767a\u3057\u3046\u308b\uff08\u6d41\u52d5\u6027\u30c7\u30a3\u30b9\u30d7\u30ec\u30fc\u30b9\u30e1\u30f3\u30c8\uff09\u3002<\/p>\n<\/li>\n

  • \n

    \u65e5\u672c\u304b\u3089\u306f\u697d\u5929\u30fbSBI\u30fb\u307f\u305a\u307b\u304c\u30d6\u30c3\u30af\u30d3\u30eb\u30c7\u30a3\u30f3\u30b0\u3092\u53d6\u308a\u6271\u3044\u3001NISA\u6210\u9577\u6295\u8cc7\u67a0\u3082\u5bfe\u8c61\u3002\u5916\u308c\u3066\u3082\u4e0a\u5834\u5f8c\u306f\u30bb\u30ab\u30f3\u30c0\u30ea\u30fc\u3067\u901a\u5e38\u306e\u7c73\u56fd\u682a\u3068\u3057\u3066\u8cfc\u5165\u3067\u304d\u308b\u3002<\/p>\n<\/li>\n

  • \n

    \u7d50\u8ad6\u306f\u5f53\u843d\u3084\u521d\u5024\u3078\u306e\u4e00\u559c\u4e00\u6182\u3067\u306f\u306a\u304f\u3001Bull\uff0fBase\uff0fBear\u306e\u30b7\u30ca\u30ea\u30aa\u3067\u300c\u3069\u306e\u8ad6\u7406\u304c\u52b9\u304f\u304b\u300d\u3092\u62bc\u3055\u3048\u308b\u3053\u3068\u3002<\/p>\n<\/li>\n<\/ul>\n<\/section>\n

    <\/p>\n

    \n
    \n

    \u30ed\u30fc\u30c9\u30b7\u30e7\u30fc<\/p>\n

    \u4e0a\u5834\u76f4\u524d\u3001\u7d4c\u55b6\u9663\u304c\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3092\u56de\u3063\u3066\u9700\u8981\u3092\u52df\u308b\u8aac\u660e\u884c\u811a\u3002\u4fa1\u683c\u6c7a\u5b9a\u306e\u6700\u7d42\u6bb5\u968e\u306b\u3042\u305f\u308b\u3002<\/p>\n<\/div>\n

    \n

    \u30d6\u30c3\u30af\u30d3\u30eb\u30c7\u30a3\u30f3\u30b0\uff08\u9700\u8981\u7533\u544a\uff09<\/p>\n

    \u516c\u958b\u4fa1\u683c\u3092\u6c7a\u3081\u308b\u305f\u3081\u306e\u9700\u8981\u8abf\u67fb\u3002\u5f53\u9078\u3059\u308c\u3070\u516c\u958b\u4fa1\u683c\u3067\u682a\u3092\u53d6\u5f97\u3067\u304d\u308b\u3002<\/p>\n<\/div>\n

    \n

    \u30d5\u30ea\u30fc\u30d5\u30ed\u30fc\u30c8<\/p>\n

    \u5e02\u5834\u306b\u5b9f\u969b\u306b\u6d41\u901a\u3059\u308b\u682a\u5f0f\u306e\u5272\u5408\u3002\u3053\u308c\u304c\u8584\u3044\u307b\u3069\u5024\u52d5\u304d\u306f\u8352\u304f\u306a\u308a\u3084\u3059\u3044\u3002<\/p>\n<\/div>\n

    \n

    SOTP\uff08\u30b5\u30e0\u30fb\u30aa\u30d6\u30fb\u30b6\u30fb\u30d1\u30fc\u30c4\uff09<\/p>\n

    \u4e8b\u696d\u3054\u3068\u306b\u4fa1\u5024\u3092\u51fa\u3057\u3066\u8db3\u3057\u4e0a\u3052\u308b\u8a55\u4fa1\u6cd5\u3002\u6027\u8cea\u306e\u7570\u306a\u308b\u4e8b\u696d\u3092\u62b1\u3048\u308b\u4f01\u696d\u306b\u6709\u52b9\u3002<\/p>\n<\/div>\n

    \n

    \u6d41\u52d5\u6027\u30c7\u30a3\u30b9\u30d7\u30ec\u30fc\u30b9\u30e1\u30f3\u30c8<\/p>\n

    \u5927\u578b\u4e0a\u5834\u306b\u8cc7\u91d1\u304c\u5438\u308f\u308c\u3001\u65e2\u5b58\u9298\u67c4\u304b\u3089\u8cc7\u91d1\u304c\u62bc\u3057\u51fa\u3055\u308c\u308b\u73fe\u8c61\u3002<\/p>\n<\/div>\n

    \n

    \u30ac\u30d0\u30ca\u30f3\u30b9\u30fb\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8<\/p>\n

    \u5275\u696d\u8005\u652f\u914d\u3084\u8584\u3044\u30d5\u30ed\u30fc\u30c8\u306a\u3069\u3001\u516c\u958b\u682a\u4e3b\u306e\u7acb\u5834\u304c\u5f31\u3044\u69cb\u9020\u306b\u5bfe\u3057\u5e02\u5834\u304c\u8981\u6c42\u3059\u308b\u5272\u5f15\u3002<\/p>\n<\/div><\/div>\n

    <\/p>\n

    \n

    \u2460 \u4f55\u304c\u8d77\u304d\u3066\u3044\u308b\u306e\u304b \u2015 \u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u59cb\u52d5<\/h2>\n

    SpaceX\u306f4\u67081\u65e5\u306bSEC\uff08\u7c73\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\uff09\u3078\u76ee\u8ad6\u898b\u66f8\uff08S-1\uff09\u3092\u63d0\u51fa\u3057\u30016\u6708\u521d\u65ec\u306b\u4fee\u6b63\u7248\uff08S-1\/A\uff09\u3092\u51fa\u3057\u305f\u3002\u5831\u9053\u30d9\u30fc\u30b9\u3067\u306f\u60f3\u5b9a\u8a55\u4fa1\u984d\u306f\u7d041.75\u5146\u30c9\u30eb<\/span>\uff08\u4e00\u90e8\u306b2\u5146\u30c9\u30eb\u8d85\u3078\u306e\u4e0a\u65b9\u4fee\u6b63\u89b3\u6e2c\uff09\u3001\u8abf\u9054\u984d\u306f\u6700\u5927750\u5104\u30c9\u30eb\u3001\u63d0\u793a\u4fa1\u683c\u306f1\u682a\u304a\u3088\u305d135\u30c9\u30eb\u3001\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u306f6\u67084\u65e5\u3054\u308d\u306b\u59cb\u307e\u3063\u305f\u3068\u3055\u308c\u308b\u3002\u4e88\u6e2c\u5e02\u5834\u3067\u306f6\u6708\u306e\u4e0a\u5834\u5b9f\u73fe\u30926\u5272\u8d85\u3067\u7e54\u308a\u8fbc\u3080\u52d5\u304d\u3082\u307f\u3089\u308c\u305f\u3002<\/p>\n

    \u305d\u3057\u3066\u3053\u308c\u306f\u5358\u767a\u306e\u30a4\u30d9\u30f3\u30c8\u3067\u306f\u306a\u3044\u3002Anthropic\u304c10\u6708\u3001OpenAI\u304c\u7b2c4\u56db\u534a\u671f<\/span>\u306b\u4e0a\u5834\u3092\u8a08\u753b\u3057\u3066\u3044\u308b\u3068\u5831\u3058\u3089\u308c\u3066\u3044\u308b\u3002\u3064\u307e\u308a6\u6708\u304b\u3089\u5e74\u672b\u306b\u304b\u3051\u3066\u3001\u6841\u9055\u3044\u306e\u898f\u6a21\u306e\u300c\u30af\u30b8\u30e9\u300d\u304c\u9806\u756a\u306b\u516c\u958b\u5e02\u5834\u3078\u964d\u308a\u3066\u304f\u308b\u3002SpaceX\u5358\u4f53\u306e\u8a55\u4fa1\u306b\u52a0\u3048\u3001\u3053\u306e\u4f9b\u7d66\u30e9\u30c3\u30b7\u30e5\u5168\u4f53\u306e\u9700\u7d66\u3092\u540c\u6642\u306b\u898b\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308b\u3002<\/p>\n<\/section>\n

    <\/p>\n

    \n

    \u2461 SpaceX\u306f\u300c3\u3064\u306e\u4f1a\u793e\u300d\u3060 \u2015 SOTP\u3067\u5206\u89e3\u3059\u308b<\/h2>\n

    \u76ee\u8ad6\u898b\u66f8\u3067\u521d\u3081\u3066\u9023\u7d50\u8ca1\u52d9\u304c\u8868\u306b\u51fa\u305f\u30022025\u5e74\u306e\u9023\u7d50\u58f2\u4e0a\u306f\u7d04187\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+33%\uff09<\/span>\u3060\u304c\u3001GAAP\u7d14\u640d\u5931\u306f\u7d0449\u5104\u30c9\u30eb\u3001\u8abf\u6574\u5f8cEBITDA\u306f\u7d0466\u5104\u30c9\u30eb\u3002\u300c\u5897\u53ce\u306a\u306e\u306b\u6700\u7d42\u8d64\u5b57\u300d\u3068\u3044\u3046\u4e00\u898b\u3061\u3050\u306f\u3050\u306a\u59ff\u306f\u3001\u4e8b\u696d\u3092\u5206\u89e3\u3059\u308b\u3068\u4e00\u6c17\u306b\u8151\u306b\u843d\u3061\u308b\u3002<\/p>\n

    \n

    \u56f31\uff1a\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u306e\u58f2\u4e0a\u9ad8\u3068\u55b6\u696d\u640d\u76ca\uff082025\u5e74\u30fb\u5341\u5104\u30c9\u30eb\uff09<\/p>\n

    \n \u58f2\u4e0a\u9ad8<\/text>\n \u55b6\u696d\u640d\u76ca<\/text>\n \n Starlink<\/text>\n \u901a\u4fe1\u4e8b\u696d<\/text>\n Space<\/text>\n \u30ed\u30b1\u30c3\u30c8<\/text>\n AI<\/text>\n \u65e7xAI<\/text>\n \n \n \n 11.4<\/text>\n \n 4.1<\/text>\n \n 3.2<\/text>\n \n \n 0<\/text>\n \n \n +4.4<\/text>\n \n \n -0.7<\/text>\n \n \n -6.4<\/text>\n \u7dd1\uff1d\u9ed2\u5b57\uff0f\u8d64\uff1d\u8d64\u5b57\u3000\u30fb\u3000AI\u306e\u8d64\u5b57\u3092Starlink\u306e\u9ed2\u5b57\u304c\u652f\u3048\u308b\u69cb\u56f3<\/text>\n <\/svg><\/p>\n

    \u51fa\u6240\uff1aSEC\u3078\u306eS-1\u63d0\u51fa\u66f8\u985e\u304a\u3088\u3073\u5831\u9053\u306b\u57fa\u3065\u304f\u6982\u7b97\u3002AI\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u58f2\u4e0a\u306f\u9023\u7d50\u5408\u8a08\u304b\u3089\u306e\u9006\u7b97\u306b\u3088\u308b\u6982\u7b97\u3002\u5358\u4f4d\u306f\u5341\u5104\u30c9\u30eb\u3002<\/p>\n<\/p><\/div>\n

    Starlink \u2015 \u552f\u4e00\u306e\u9ed2\u5b57\u30a8\u30f3\u30b8\u30f3<\/h3>\n

    2025\u5e74\u58f2\u4e0a113.9\u5104\u30c9\u30eb\uff08\u5168\u4f53\u306e61%\uff09\u3001\u55b6\u696d\u5229\u76ca44.2\u5104\u30c9\u30eb<\/span>\u3002\u52a0\u5165\u8005\u306f3\u6708\u672b\u30671,030\u4e07\u3001\u885b\u661f\u306f9,600\u57fa\u8d85\u3092\u5c55\u958b\u3059\u308b\u3002\u5b9f\u8cea\u7684\u306b\u4f01\u696d\u5168\u4f53\u306e\u5229\u76ca\u306e\u6e90\u6cc9\u3060\u3002\u305f\u3060\u3057ARPU\uff08\u52a0\u5165\u8005\u3042\u305f\u308a\u6708\u6b21\u53ce\u5165\uff09\u306f\u7d042\u5e74\u306718%\u4f4e\u4e0b\u3057\u7d0481\u30c9\u30eb\/\u6708\u3002\u3053\u308c\u307e\u3067\u306f\u300c\u5358\u4fa1\u3092\u4e0b\u3052\u3066\u3067\u3082\u91cf\u3092\u53d6\u308b\u300d\u5c40\u9762\u3060\u3063\u305f\u304c\u30015\u6708\u306b\u6700\u592710\u30c9\u30eb\u306e\u5024\u4e0a\u3052\u3092\u5b9f\u65bd\u3057\u3001\u5de8\u5927\u5316\u3057\u305f\u57fa\u76e4\u306e\u5358\u4fa1\u56de\u53ce\u3078\u8235\u3092\u5207\u308a\u3064\u3064\u3042\u308b\u3002<\/p>\n

    Space \u2015 \u4e8b\u696d\u3068\u3044\u3046\u3088\u308a\u5185\u88fd\u30a4\u30f3\u30d5\u30e9<\/h3>\n

    2025\u5e74\u58f2\u4e0a40.9\u5104\u30c9\u30eb\uff08+8%\uff09\u3067\u55b6\u696d\u8d64\u5b57\u3002Falcon 9\u306f\u5e74165\u56de\u6253\u3061\u4e0a\u3052\u305f\u304c\u5916\u90e8\u9867\u5ba2\u5411\u3051\u306f43\u56de\u306b\u3068\u3069\u307e\u308a\u3001\u6b8b\u308a\u306fStarlink\u5c55\u958b\u306e\u305f\u3081\u306e\u81ea\u793e\u5229\u7528\u3060\u3002\u53ce\u76ca\u4e8b\u696d\u3068\u3044\u3046\u3088\u308a\u3001Starlink\u3092\u6210\u308a\u7acb\u305f\u305b\u308b\u305f\u3081\u306e\u5782\u76f4\u7d71\u5408\u3055\u308c\u305f\u6253\u3061\u4e0a\u3052\u624b\u6bb5<\/span>\u3068\u6349\u3048\u308b\u306e\u304c\u5b9f\u614b\u306b\u8fd1\u3044\u3002<\/p>\n

    AI\uff08\u65e7xAI\uff09\u2015 \u5de8\u984d\u8d64\u5b57\u3068\u30ca\u30e9\u30c6\u30a3\u30d6<\/h3>\n

    2\u6708\u306exAI\u7d71\u5408\u3067\u9023\u7d50\u306b\u53d6\u308a\u8fbc\u307e\u308c\u305f\u30022025\u5e74\u306f\u55b6\u696d\u640d\u5931\u7d0463.6\u5104\u30c9\u30eb<\/span>\u30022024\u5e74\u306b7.9\u5104\u30c9\u30eb\u306e\u7d14\u5229\u76ca\u3092\u51fa\u3057\u3066\u3044\u305f\u4f1a\u793e\u304c\u3001\u7d71\u5408\u3092\u5883\u306b\u7d14\u640d\u5931\u3078\u8ee2\u3058\u305f\u3002\u3053\u308c\u306f\u4e8b\u6545\u3067\u306f\u306a\u304f\u6226\u7565\u7684\u306a\u9078\u629e\u3060\u304c\u30011.75\u5146\u30c9\u30eb\u3068\u3044\u3046\u5024\u6bb5\u306e\u76f8\u5f53\u90e8\u5206\u306f\u3001\u3053\u306eAI\u4e8b\u696d\u306e\u5c06\u6765\u50cf\uff08\u30ca\u30e9\u30c6\u30a3\u30d6\uff09\u306b\u8ced\u3051\u3066\u3044\u308b<\/span>\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u9ed2\u5b57\u306eStarlink\u304cAI\u306e\u8cc7\u91d1\u71c3\u713c\u3092\u652f\u3048\u308b\u2015\u2015\u3053\u306e\u8a2d\u8a08\u3053\u305d\u3001\u8a55\u4fa1\u306e\u6838\u3067\u3042\u308a\u6700\u5927\u306e\u8106\u5f31\u70b9\u3067\u3082\u3042\u308b\u3002<\/p>\n<\/section>\n

    <\/p>\n

    \n

    \u2462 1.75\u5146\u30c9\u30eb\u3092\u3069\u3046\u8a55\u4fa1\u3059\u308b\u304b<\/h2>\n

    \u9023\u7d50\u306ePSR\uff08\u682a\u4fa1\u58f2\u4e0a\u500d\u7387\uff09\u3067\u7d20\u6734\u306b\u5272\u308b\u3068\u3001\u5831\u9053\u30d9\u30fc\u30b9\u30672025\u5e74\u58f2\u4e0a\u306e\u7d0495\u301c107\u500d<\/span>\u3068\u3044\u3046\u6975\u7aef\u306a\u6c34\u6e96\u306b\u306a\u308b\u3002\u3060\u304c\u6027\u8cea\u306e\u9055\u30463\u4e8b\u696d\u3092\u4e00\u3064\u306e\u500d\u7387\u3067\u6e2c\u308b\u3053\u3068\u81ea\u4f53\u306b\u7121\u7406\u304c\u3042\u308b\u3002\u3060\u304b\u3089\u3053\u305dSOTP\u3060\u3002<\/p>\n

      \n
    • Starlink<\/span>\uff1a\u6210\u9577\u3068\u9ed2\u5b57\u3092\u4e21\u7acb\u3059\u308b\u30a4\u30f3\u30d5\u30e9\u4f01\u696d\u3068\u3057\u3066\u3001\u8a55\u4fa1\u306e\u4e2d\u5fc3\u3002\u5024\u6bb5\u306e\u571f\u53f0\u306f\u3053\u3053\u306b\u3042\u308b\u3002<\/li>\n
    • Space<\/span>\uff1a\u5358\u72ec\u306e\u53ce\u76ca\u6e90\u3068\u3044\u3046\u3088\u308a\u6226\u7565\u8cc7\u7523\u3002\u4e2d\u7acb\u7684\u306b\u7f6e\u304f\u3002<\/li>\n
    • AI\uff08\u65e7xAI\uff09<\/span>\uff1a\u73fe\u6642\u70b9\u306f\u8d64\u5b57\u3002\u5c06\u6765\u306e\u5de8\u5927\u5e02\u5834\u306b\u5bfe\u3059\u308b\u300c\u30aa\u30d7\u30b7\u30e7\u30f3\u4fa1\u5024\u300d\u3068\u3057\u3066\u3001\u671f\u5f85\u5024\u3067\u8a55\u4fa1\u3055\u308c\u308b\u90e8\u5206\u3002<\/li>\n<\/ul>\n

      \u3064\u307e\u308a\u4fa1\u683c\u306e\u5927\u534a\u306f\u300cStarlink\u306e\u5b9f\u529b\u300d\uff0b\u300cAI\u30ca\u30e9\u30c6\u30a3\u30d6\u300d<\/span>\u306e\u5408\u7b97\u3060\u3002\u52a0\u3048\u3066\u3001\u60f3\u5b9a\u30d5\u30ea\u30fc\u30d5\u30ed\u30fc\u30c8\u304c5%\u524d\u5f8c\u3068\u8584\u3044\u3053\u3068\u3001\u5275\u696d\u8005\u652f\u914d\u304c\u5f37\u3044\u3053\u3068\u3001AI\u306e\u5de8\u984d\u8d64\u5b57\u304c\u7d9a\u304f\u3053\u3068\u306e3\u70b9\u304c\u91cd\u306a\u308b\u3068\u3001\u3044\u304b\u306b\u4e8b\u696d\u304c\u512a\u308c\u3066\u3044\u3066\u3082\u516c\u958b\u682a\u4e3b\u306b\u3068\u3063\u3066\u306e\u53d6\u5f15\u6761\u4ef6\u306f\u5f31\u542b\u307f\u3084\u3059\u3044<\/span>\uff08\u30ac\u30d0\u30ca\u30f3\u30b9\u30fb\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\uff09\u3002\u3053\u3053\u3067\u300c\u8cb7\u3044\uff0f\u898b\u9001\u308a\u300d\u3092\u65ad\u5b9a\u306f\u3057\u306a\u3044\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u81ea\u5206\u304c\u4f55\u306b\u5bfe\u3057\u3066\u5bfe\u4fa1\u3092\u6255\u3046\u306e\u304b\u3092\u5206\u89e3\u3057\u3066\u304a\u304f\u3053\u3068\u3060\u3002<\/p>\n<\/section>\n

      <\/p>\n

      \n

      \u2463 \u672c\u4e38\u306f\u9700\u7d66 \u2015\u300c3\u982d\u306e\u30af\u30b8\u30e9\u300d\u304c\u6765\u308b<\/h2>\n

      \u500b\u5225\u4f01\u696d\u306e\u8a55\u4fa1\u4ee5\u4e0a\u306b\u76f8\u5834\u5168\u4f53\u3092\u5de6\u53f3\u3057\u3046\u308b\u306e\u304c\u3001\u4f9b\u7d66\u306e\u96c6\u4e2d\u3060\u3002SpaceX\u30fbAnthropic\u30fbOpenAI\u306e3\u793e\u5408\u8a08\u3067\u30012,000\u5104\u30c9\u30eb\u8d85\u3092\u516c\u958b\u5e02\u5834\u304b\u3089\u8981\u6c42\u3057\u3046\u308b<\/span>\uff08\u30d5\u30ea\u30fc\u30d5\u30ed\u30fc\u30c85%\u30fb\u8a55\u4fa1\u984d\u4e2d\u592e\u5024\u3067\u306e\u8a66\u7b97\uff09\u3002\u6bd4\u8f03\u5bfe\u8c61\u3068\u3057\u3066\u30012025\u5e74\u306e\u7c73IPO\u5e02\u5834\u306f\u901a\u5e74\u3067\u308f\u305a\u304b450\u5104\u30c9\u30eb\u3002\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u306f2026\u5e74\u306eIPO\u8abf\u9054\u984d\u3092\u7d041,600\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd44\u500d\uff09\u3068\u898b\u8fbc\u3080\u3002<\/p>\n

      \n

      \u56f32\uff1a3\u982d\u306e\u30af\u30b8\u30e9\u306e\u4e0a\u5834\u65e5\u7a0b\uff082026\u5e74\u5f8c\u534a\uff09<\/p>\n

      \n \n \n 6\u6708<\/text>\n 7\u6708<\/text>\n 8\u6708<\/text>\n 9\u6708<\/text>\n 10\u6708<\/text>\n 11\u6708<\/text>\n 12\u6708<\/text>\n \n \n \n \n \n \n SpaceX<\/text>\n 6\u6708<\/text>\n \u6700\u5927750\u5104\u3326<\/text>\n \n \n Anthropic<\/text>\n 10\u6708<\/text>\n \u8abf\u9054 \u7d04500\u5104\u3326<\/text>\n \u8a55\u4fa1\u984d \u7d049,000\u5104\u3326\u89b3\u6e2c<\/text>\n \n \n OpenAI<\/text>\n \u7b2c4\u56db\u534a\u671f<\/text>\n \u8a55\u4fa1\u984d \u7d041\u5146\u3326\u89b3\u6e2c<\/text>\n 6\u6708\u304b\u3089\u5e74\u672b\u306b\u304b\u3051\u30013\u982d\u304c\u9806\u306b\u516c\u958b\u5e02\u5834\u3078\u3002\u5e74\u672b\u307e\u3067\u306e\u7d2f\u8a08\u8abf\u9054\u9700\u8981\u306f2,000\u5104\u30c9\u30eb\u8d85\u306e\u8a66\u7b97\u3002<\/text>\n <\/svg><\/p>\n

      \u51fa\u6240\uff1a\u5404\u7a2e\u5831\u9053\u306b\u57fa\u3065\u304f\u3002\u4e0a\u5834\u6642\u671f\u30fb\u8a55\u4fa1\u984d\u30fb\u8abf\u9054\u984d\u306f\u3044\u305a\u308c\u3082\u5831\u9053\u30d9\u30fc\u30b9\u306e\u89b3\u6e2c\u3067\u3042\u308a\u3001\u5909\u66f4\u3055\u308c\u3046\u308b\u3002<\/p>\n<\/p><\/div>\n

      \u5f37\u6c17\u306e\u8ad6\u62e0 \u2015 8\u5146\u30c9\u30eb\u306e\u300c\u30c9\u30e9\u30a4\u30d1\u30a6\u30c0\u30fc\u300d<\/h3>\n

      \u7c73MMF\uff08\u30de\u30cd\u30fc\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30fb\u30d5\u30a1\u30f3\u30c9\uff09\u306b\u306f\u7d048\u5146\u30c9\u30eb\u304c\u6ede\u7559\u3057\u3066\u3044\u308b\u3002SpaceX\u306e750\u5104\u30c9\u30eb\u306f\u305d\u306e\u7d041%\u306b\u3059\u304e\u306a\u3044\u3002\u3055\u3089\u306b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306f\u3053\u308c\u307e\u3067\u3001NVIDIA\u30fb\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u30fb\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u7d4c\u7531\u3067\u300cAI\u3078\u306e\u4ee3\u7406\u6295\u8cc7\u300d\u3092\u3057\u3066\u304d\u305f\u3002\u7d14\u7c8b\u306aAI\u30e9\u30dc\u304c\u76f4\u63a5\u4e0a\u5834\u3059\u308c\u3070\u3001\u305d\u306e\u4ee3\u7406\u9700\u8981\u304c\u672c\u4f53\u3078\u89e3\u653e\u3055\u308c\u308b<\/span>\u3068\u3044\u3046\u898b\u7acb\u3066\u3060\u3002<\/p>\n

      \u5f31\u6c17\u306e\u8ad6\u62e0 \u2015 \u6307\u6570\u7d44\u5165\u304c\u8a98\u767a\u3059\u308b\u300c\u62bc\u3057\u51fa\u3057\u300d<\/h3>\n

      \u6570\u5343\u5104\u30c9\u30eb\u304c\u65b0\u898f\u4e0a\u5834\u306b\u6d41\u308c\u308c\u3070\u3001\u65e2\u5b58\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306f\u30ea\u30d0\u30e9\u30f3\u30b9\u3092\u8feb\u3089\u308c\u308b\u3002\u52a0\u3048\u3066\u30ca\u30b9\u30c0\u30c3\u30af\u306f5\u6708\u65bd\u884c\u306e\u65b0\u30eb\u30fc\u30eb\u3067\u3001\u8d85\u5927\u578bIPO\u3092\u4e0a\u5834\u5f8c\u6700\u77ed15\u65e5\u3067\u30ca\u30b9\u30c0\u30c3\u30af100\u306b\u7d44\u307f\u5165\u308c\u53ef\u80fd<\/span>\u3068\u3057\u305f\u3002SpaceX\u306f\u5373\u5ea7\u306b\u8a72\u5f53\u3059\u308b\u898b\u8fbc\u307f\u3060\u3002\u6307\u6570\u9023\u52d5\u306e\u30d1\u30c3\u30b7\u30d6\u8cc7\u91d1\u306f\u300c\u6a5f\u68b0\u7684\u306b\u300d\u8cb7\u308f\u306d\u3070\u306a\u3089\u305a\u3001\u305d\u306e\u539f\u8cc7\u306e\u4e00\u90e8\u306f\u4ed6\u306e\u69cb\u6210\u9298\u67c4\u306e\u58f2\u5374\u304b\u3089\u51fa\u308b\u3002\u3053\u308c\u304c\u6d41\u52d5\u6027\u30c7\u30a3\u30b9\u30d7\u30ec\u30fc\u30b9\u30e1\u30f3\u30c8<\/span>\u306e\u6b63\u4f53\u3067\u3042\u308b\u3002<\/p>\n

      \n

      \u56f33\uff1a\u8abf\u9054\u898f\u6a21\u306e\u6bd4\u8f03 \u2015 \u5e02\u5834\u5168\u4f53\u306e4\u500d\u8d85\u3092\u8981\u6c42\u3057\u3046\u308b<\/p>\n

      \n \n 2025\u5e74<\/text>\n \u7c73IPO\u5e02\u5834\u5168\u4f53<\/text>\n \n 450\u5104\u3326<\/text>\n 3\u793e\u5408\u8a08<\/text>\n \u60f3\u5b9a\u8abf\u9054\u9700\u8981<\/text>\n \n 2,000\u5104\u3326\u8d85<\/text>\n \u2248 4.4\u500d<\/text>\n \n \u53c2\u8003\uff1a\u7c73MMF\u6b8b\u9ad8 \u7d048\u5146\u3326 \uff0f SpaceX\u306e750\u5104\u3326\u306f\u305d\u306e\u7d041%\uff08\uff1d\u4f9b\u7d66\u3092\u5438\u53ce\u3057\u3046\u308b\u539f\u8cc7\u306f\u539a\u3044\uff09<\/text>\n <\/svg><\/p>\n

      \u51fa\u6240\uff1a\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u307b\u304b\u5404\u7a2e\u5831\u9053\u306b\u57fa\u3065\u304f\u8a66\u7b97\u30023\u793e\u5408\u8a08\u306f\u30d5\u30ea\u30fc\u30d5\u30ed\u30fc\u30c85%\u30fb\u8a55\u4fa1\u984d\u4e2d\u592e\u5024\u306e\u4eee\u5b9a\u306b\u3088\u308b\u6982\u7b97\u3002<\/p>\n<\/p><\/div>\n

      \u65e5\u672c\u682a\u3078\u306e\u542b\u610f<\/h3>\n

      \u7c73\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u8abf\u6574\u306f\u3001\u70ba\u66ff\u3068\u30ea\u30b9\u30af\u9078\u597d\u3092\u901a\u3058\u3066\u65e5\u672c\u306eAI\u30fb\u534a\u5c0e\u4f53\u95a2\u9023\u3078\u6ce2\u53ca\u3057\u3046\u308b\u3002\u524d\u56de\u89e6\u308c\u305fNT\u500d\u7387\u306e\u904e\u53bb\u6700\u9ad8\u6c34\u6e96\uff08\u4e00\u90e8\u9298\u67c4\u3078\u306e\u96c6\u4e2d\uff09<\/span>\u3068\u7d44\u307f\u5408\u308f\u305b\u308b\u3068\u30013\u982d\u306e\u30af\u30b8\u30e9\u306e\u4e0a\u5834\u65e5\u7a0b\u306f\u3001\u9ad8\u5024\u570f\u306b\u3042\u308b\u65e5\u672c\u682a\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u8981\u56e0\u3068\u3057\u3066\u3082\u982d\u306b\u5165\u308c\u3066\u304a\u304f\u4fa1\u5024\u304c\u3042\u308b\u3002\u6d77\u5916\u306e\u9700\u7d66\u30a4\u30d9\u30f3\u30c8\u304c\u3001\u56fd\u5185\u306e\u96c6\u4e2d\u76f8\u5834\u306e\u300c\u53cd\u52d5\u300d\u306e\u5f15\u304d\u91d1\u306b\u306a\u308a\u3046\u308b\u304b\u3089\u3060\u3002<\/p>\n<\/section>\n

      <\/p>\n

      \n

      \u2464 \u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306b\u3067\u304d\u308b\u3053\u3068 \u2015 \u5b9f\u52d9\u30ac\u30a4\u30c9<\/h2>\n

      \u5927\u524d\u63d0\u3068\u3057\u3066\u3001\u7c73\u56fdIPO\u306f\u901a\u5e38\u3001\u4e0a\u5834\u524d\u306b\u65e5\u672c\u306e\u500b\u4eba\u304c\u516c\u958b\u4fa1\u683c\u3067\u8cb7\u3046\u306e\u306f\u96e3\u3057\u3044\u3002\u3060\u304c\u4eca\u56de\u306f\u7570\u4f8b\u306e\u6a5f\u4f1a<\/span>\u304c\u7528\u610f\u3055\u308c\u3066\u3044\u308b\u3002\u3068\u308a\u5f97\u308b\u9078\u629e\u80a2\u3092\u6574\u7406\u3059\u308b\u3002<\/p>\n

      \n
      \n
      1<\/div>\n
      \n

      \u30d6\u30c3\u30af\u30d3\u30eb\u30c7\u30a3\u30f3\u30b0\uff08\u62bd\u9078\uff09\u3067\u516c\u958b\u4fa1\u683c\u3092\u72d9\u3046<\/p>\n

      \u697d\u5929\u8a3c\u5238\u30fbSBI\u8a3c\u5238\u30fb\u307f\u305a\u307b\u8a3c\u5238\u304c\u9700\u8981\u7533\u544a\u3092\u53d6\u308a\u6271\u3046\uff08SBI\u30fb\u697d\u5929\u304c\u4e0a\u5834\u524d\u306e\u7c73\u56fdIPO\u3092\u6271\u3046\u306e\u306f\u4eca\u56de\u304c\u521d\uff09\u3002\u5f53\u9078\u3059\u308c\u3070\u516c\u958b\u4fa1\u683c\u3067\u53d6\u5f97\u3067\u304d\u3001NISA\u6210\u9577\u6295\u8cc7\u67a0\uff08\u5e74240\u4e07\u5186\u30fb\u7d2f\u8a081,200\u4e07\u5186\uff09\u3082\u5bfe\u8c61\u3002\u500b\u4eba\u3078\u306e\u914d\u5206\u6bd4\u7387\u306f20%\u2192\u6700\u592730%\u3068\u7570\u4f8b\u306b\u9ad8\u3044\u3002\u7533\u8fbc\u671f\u9593\u306f\u8a3c\u5238\u4f1a\u793e\u3054\u3068\u306b\u30ba\u30ec\u304c\u3042\u308a\u3001SBI\u306f6\u67085\u65e5\u958b\u59cb\u30fb11\u65e5\u5348\u524d\u3067\u7de0\u5207\u3001\u4e0a\u5834\u306f6\u670812\u65e5\u304c\u4e00\u3064\u306e\u76ee\u5b89\u3068\u3055\u308c\u308b\uff08\u65e5\u7a0b\u306f\u5909\u66f4\u524d\u63d0\uff09\u3002<\/p>\n<\/p><\/div>\n<\/p><\/div>\n

      \n
      2<\/div>\n
      \n

      \u4e0a\u5834\u5f8c\u306b\u30bb\u30ab\u30f3\u30c0\u30ea\u30fc\u3067\u8cb7\u3046<\/p>\n

      \u62bd\u9078\u306b\u5916\u308c\u3066\u3082\u3001\u4e0a\u5834\u521d\u65e5\u304b\u3089SBI\u30fb\u697d\u5929\u30fb\u30de\u30cd\u30c3\u30af\u30b9\u7b49\u3067\u901a\u5e38\u306e\u7c73\u56fd\u682a\u3068\u3057\u3066\u8cfc\u5165\u3067\u304d\u308b\uff08\u300cIPO\u30b9\u30d4\u30fc\u30c9\u30ad\u30e3\u30c3\u30c1\u300d\u7b49\uff09\u3002\u516c\u958b\u4fa1\u683c\u3067\u306f\u8cb7\u3048\u306a\u3044\u304c\u521d\u52d5\u306b\u306f\u4e57\u308c\u308b\u3002\u305f\u3060\u3057\u521d\u5024\u76f4\u5f8c\u306f\u5024\u52d5\u304d\u304c\u8352\u308c\u3084\u3059\u3044\u3002\u53e3\u5ea7\u958b\u8a2d\u30fbW-8BEN\u63d0\u51fa\u306b1\u301c2\u9031\u9593\u304b\u304b\u308b\u305f\u3081\u3001\u9593\u306b\u5408\u308f\u305b\u305f\u3044\u306a\u3089\u65e9\u3081\u306e\u6e96\u5099\u3092\u3002<\/p>\n<\/p><\/div>\n<\/p><\/div>\n

      \n
      3<\/div>\n
      \n

      \u6307\u6570\u30fb\u30d7\u30ed\u30ad\u30b7\u3067\u9593\u63a5\u7684\u306b\u6301\u3064<\/p>\n

      \u30ca\u30b9\u30c0\u30c3\u30af100\u9023\u52d5\uff08QQQ\u7b49\uff09\u306f\u3001SpaceX\u306e\u6307\u6570\u7d44\u5165\u5f8c\u306b\u9593\u63a5\u7684\u306a\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3068\u306a\u308b\u3002\u307e\u305f\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306fSpaceX\u306b\u51fa\u8cc7\u3057\u3066\u304a\u308a\u3001\u9593\u63a5\u7684\u306a\u6301\u5206\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u6301\u3064\u4e00\u624b\u6bb5\u306b\u306a\u308a\u3046\u308b\u3002\u300c\u672c\u4f53\u306f\u8352\u3059\u304e\u308b\u300d\u3068\u8003\u3048\u308b\u5c64\u306e\u9078\u629e\u80a2\u3002<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n

      \n

      \u26a0 \u6df7\u540c\u306b\u6ce8\u610f \u2015\u300c\u672a\u516c\u958b\u682a\u30c8\u30fc\u30af\u30f3\u300d<\/p>\n

      \u3044\u308f\u3086\u308b\u300c\u672a\u516c\u958b\u682a\u30c8\u30fc\u30af\u30f3\u300d\u306f\u3001SpaceX\u306e\u73fe\u7269\u682a\u3078\u81ea\u52d5\u7684\u306b\u4ea4\u63db\u3055\u308c\u308b\u8a2d\u8a08\u3067\u306f\u306a\u3044\u5225\u5546\u54c1\u3067\u3059\u3002IPO\u5f8c\u3082\u305d\u306e\u307e\u307e\u73fe\u7269\u682a\u306b\u306a\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u70b9\u306b\u6ce8\u610f\u3002\u3042\u308f\u305b\u3066\u3001\u30ed\u30c3\u30af\u30a2\u30c3\u30d7\u660e\u3051\u306e\u9700\u7d66\u3001\u8584\u3044\u30d5\u30ed\u30fc\u30c8\u306b\u3088\u308b\u521d\u5024\u5909\u52d5\u306e\u5927\u304d\u3055\u3092\u524d\u63d0\u306b\u5224\u65ad\u3092\u3002\u4e0a\u5834\u65e5\u30fb\u53d6\u308a\u6271\u3044\u30fb\u914d\u5206\u306f\u3044\u305a\u308c\u3082\u5909\u66f4\u3055\u308c\u3046\u308b\u305f\u3081\u3001\u6700\u7d42\u306f\u5404\u8a3c\u5238\u4f1a\u793e\u306e\u6700\u65b0\u544a\u77e5\u3067\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<\/p><\/div>\n<\/section>\n

      <\/p>\n

      \n

      \u2465 \u30b7\u30ca\u30ea\u30aa\u5206\u5c90 \u2015 \u65b9\u5411\u611f\u3067\u306f\u306a\u304f\u300c\u52b9\u304d\u7b4b\u300d\u3092\u6301\u3064<\/h2>\n

      \u5f53\u305f\u308b\u304b\u5916\u308c\u308b\u304b\u3067\u306f\u306a\u304f\u3001\u3069\u306e\u4e16\u754c\u7dda\u3067\u3069\u306e\u8ad6\u7406\u304c\u52b9\u304f\u304b\u3092\u5148\u306b\u7f6e\u3044\u3066\u304a\u304f\u30023\u3064\u306b\u6574\u7406\u3059\u308b\u3002<\/p>\n

      \n
      \n

      BULL<\/p>\n

      \u30af\u30ea\u30fc\u30f3\u30fb\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0<\/p>\n

      SpaceX\u304c\u60f3\u5b9a\u30ec\u30f3\u30b8\u5185\u3067\u7121\u96e3\u306b\u5024\u4ed8\u3051\u3057\u3001\u5f8c\u7d9a\u306eAI IPO\u306e\u300c\u5e8a\u300d\u3092\u4f5c\u308b\u30028\u5146\u30c9\u30eb\u306eMMF\u304c\u4f9b\u7d66\u3092\u5438\u53ce\u3057\u3001\u6307\u6570\u7d44\u5165\u306e\u69cb\u9020\u7684\u8cb7\u3044\u304c\u4e0b\u652f\u3048\u3002Starlink\u306e\u9ed2\u5b57\u304c\u6539\u3081\u3066\u8a55\u4fa1\u3055\u308c\u308b\u3002\u65e5\u672c\u52e2\u306f\u30bb\u30ab\u30f3\u30c0\u30ea\u30fc\uff0b\u6307\u6570\u7d4c\u7531\u3067\u679c\u5b9f\u3092\u53d6\u308a\u306b\u884c\u3051\u308b\u3002<\/p>\n<\/p><\/div>\n

      \n

      BASE<\/p>\n

      \u5f37\u3044\u304c\u8352\u3044\u8239\u51fa<\/p>\n

      \u826f\u3044\u4e8b\u696d\u3060\u304c\u3001\u8584\u3044\u30d5\u30ed\u30fc\u30c8\u30fb\u5275\u696d\u8005\u652f\u914d\u30fbAI\u8d64\u5b57\u304c\u500d\u7387\u306e\u4e0a\u5024\u3092\u6291\u3048\u308b\u3002\u4e00\u90e8\u306f\u30ea\u30d0\u30e9\u30f3\u30b9\u58f2\u308a\u3067\u65e2\u5b58\u30c6\u30c3\u30af\u304b\u3089\u8cc7\u91d1\u304c\u79fb\u52d5\u3059\u308b\u304c\u3001\u9700\u7d66\u306f\u7ba1\u7406\u53ef\u80fd\u306a\u7bc4\u56f2\u3002\u521d\u5024\u306f\u8352\u308c\u308b\u304c\u4e2d\u671f\u306f\u4e8b\u696d\u4fa1\u5024\u306b\u53ce\u308c\u3093\u3002<\/p>\n<\/p><\/div>\n

      \n

      BEAR<\/p>\n

      \u30af\u30b8\u30e9\u304c\u5e02\u5834\u3092\u5e72\u4e0a\u304c\u3089\u305b\u308b<\/p>\n

      \u5f8c\u534a\u306e\u4f9b\u7d66\u96c6\u4e2d\uff082,000\u5104\u30c9\u30eb\u8d85\uff09\u304c\u9700\u8981\u3092\u5438\u3044\u5c3d\u304f\u3059\u3002SpaceX\u304c\u30ec\u30f3\u30b8\u5272\u308c\uff0f\u521d\u65e5\u5931\u901f\u306a\u3089Anthropic\u30fbOpenAI\u306e\u5f8c\u7d9a\u306b\u6ce2\u53ca\u3002\u6a5f\u95a2\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u304c\u65e2\u5b58\u30dd\u30b8\u30b7\u30e7\u30f3\uff08\u65e5\u672c\u306eAI\u95a2\u9023\u3092\u542b\u3080\uff09\u3092\u5727\u8feb\u3002Starship\u306e\u5931\u6557\u3084xAI\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u71c3\u713c\u30b7\u30e7\u30c3\u30af\u304c\u30c6\u30fc\u30eb\u30ea\u30b9\u30af\u3002<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n

      <\/p>\n

      \n

      \u7d50\u8ad6<\/p>\n

      SpaceX\u4e0a\u5834\u306f\u300c\u5b87\u5b99\u682a\u3092\u8cb7\u3046\u304b\u300d\u3068\u3044\u3046\u554f\u3044\u3067\u306f\u306a\u3044\u3002Starlink\u3068\u3044\u3046\u9ed2\u5b57\u30a4\u30f3\u30d5\u30e9\u3068AI\u30ca\u30e9\u30c6\u30a3\u30d6\u306e\u675f\u3092\u3001\u53f2\u4e0a\u6700\u8584\u7d1a\u306e\u30d5\u30ed\u30fc\u30c8\u3067\u3001\u53f2\u4e0a\u6700\u5927\u7d1a\u306e\u4f9b\u7d66\u30e9\u30c3\u30b7\u30e5\u306e\u5148\u982d\u3067\u8cb7\u3046\u304b\u3068\u3044\u3046\u554f\u3044\u3060\u3002\u4e2d\u8eab\uff08SOTP\uff09\u30fb\u5024\u6bb5\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u30fb\u5834\uff08\u9700\u7d66\uff09\u306e3\u70b9\u306b\u5206\u89e3\u3057\u3066\u304a\u3051\u3070\u3001\u5f53\u843d\u3084\u521d\u5024\u306e\u4e0a\u4e0b\u306b\u632f\u308a\u56de\u3055\u308c\u305a\u3001\u81ea\u5206\u304c\u3069\u306e\u30b7\u30ca\u30ea\u30aa\u306b\u8ced\u3051\u3066\u3044\u308b\u306e\u304b\u3092\u8a00\u8a9e\u5316\u3067\u304d\u308b\u3002<\/p>\n<\/section>\n

      <\/p>\n

      \n

      \u672c\u8a18\u4e8b\u306f\u60c5\u5831\u63d0\u4f9b\u3092\u76ee\u7684\u3068\u3057\u305f\u69cb\u9020\u5206\u6790\u3067\u3042\u308a\u3001\u7279\u5b9a\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u8a18\u8f09\u306e\u6570\u5024\u306f\u5831\u9053\u304a\u3088\u3073SEC\u63d0\u51fa\u66f8\u985e\u7b49\u306b\u57fa\u3065\u304f\u57f7\u7b46\u6642\u70b9\uff082026\u5e746\u67085\u65e5\uff09\u306e\u3082\u306e\u3067\u3001\u60f3\u5b9a\u8a55\u4fa1\u984d\u30fb\u8abf\u9054\u984d\u30fb\u4e0a\u5834\u65e5\u7a0b\u30fb\u5404\u8a3c\u5238\u4f1a\u793e\u306e\u53d6\u308a\u6271\u3044\u5185\u5bb9\u306f\u3044\u305a\u308c\u3082\u5909\u66f4\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6295\u8cc7\u5224\u65ad\u306f\u3054\u81ea\u8eab\u306e\u8cac\u4efb\u3067\u3001\u6700\u65b0\u306e\u4e00\u6b21\u60c5\u5831\u3092\u3054\u78ba\u8a8d\u306e\u3046\u3048\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

      \u6d77\u5916\u682a\u30fb\u5e02\u6cc1 \uff0f IPO\u5206\u6790 \u53f2\u4e0a\u6700\u5927\u306eIPO\u304c\u6765\u308b \u2015 SpaceX\u4e0a\u5834\u3068\u300c3\u982d\u306e\u30af\u30b8\u30e9\u300d\u306e\u9700\u7d66\u30a4\u30f3\u30d1\u30af\u30c8\u3001\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u306e\u9078\u629e\u80a2 6\u6708\u3001SpaceX\u304c\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u306b\u5165\u3063\u305f\u3002\u60f3\u5b9a\u8a55\u4fa1\u984d1.75\u5146\u30c9\u30eb\u3001\u8abf\u9054\u306f\u6700\u5927750\u5104\u30c9\u30eb\u3002\u7d9a\u304fAnth\u2026<\/p>\n","protected":false},"author":1,"featured_media":15563,"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":[3484,3700],"tags":[3466,3299,812,1027,1228,3565,3487,3697,3625,3060,583,3699,3698,410],"class_list":["post-15557","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ipo","category-3700","tag-3466","tag-anthropic","tag-ipo","tag-nisa","tag-openai","tag-sotp","tag-spacex","tag-3625","tag-x","tag-583","tag-3699","tag-ipo2026","tag-410"],"_links":{"self":[{"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts\/15557","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=15557"}],"version-history":[{"count":3,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts\/15557\/revisions"}],"predecessor-version":[{"id":15566,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/posts\/15557\/revisions\/15566"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=\/wp\/v2\/media\/15563"}],"wp:attachment":[{"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15557"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15557"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/invest-news-source.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15557"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}