{"id":260,"date":"2026-08-26T12:42:16","date_gmt":"2026-08-26T03:42:16","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=260"},"modified":"2026-08-26T12:42:16","modified_gmt":"2026-08-26T03:42:16","slug":"daily-morning-report-2026%e5%b9%b48%e6%9c%8826%e6%97%a5","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=260","title":{"rendered":"Daily Morning Report (2026\u5e748\u670826\u65e5)"},"content":{"rendered":"\n

\u30c9\u30eb\u5186\u306f\u7c73\u91d1\u5229\u4f4e\u4e0b\u306b\u3082\u304b\u304b\u308f\u3089\u305a159.20\u5186\u8fd1\u8fba\u3067\u9ad8\u6b62\u307e\u308a<\/h1>\n\n\n\n

1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8<\/strong>
<\/h3>\n\n\n\n


\u3000\u672c\u65e5\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u91d1\u878d\u5e02\u5834\u306f\u3001\u539f\u6cb9\u4fa1\u683c\u306e\u6025\u843d\u306b\u4f34\u3046\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u306e\u5f8c\u9000\u3068\u7c73\u9577\u671f\u91d1\u5229\u306e\u6025\u4f4e\u4e0b\u3001OpenAI\u306b\u3088\u308b\u72ec\u81eaAI\u534a\u5c0e\u4f53\u306e\u767a\u8868\u3001\u305d\u3057\u3066\u30ab\u30ca\u30c0\u306b\u3088\u308b\u5bfe\u7c73\u5831\u5fa9\u95a2\u7a0e\u306e\u5177\u4f53\u5316\u3068\u3044\u3046\u91cd\u8981\u30a4\u30d9\u30f3\u30c8\u304c\u91cd\u306a\u308a\u3001\u660e\u78ba\u306a\u76f8\u5834\u74b0\u5883\u306e\u5909\u5316\u3092\u8fce\u3048\u3066\u3044\u307e\u3059\u3002
<\/p>\n\n\n\n

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<\/p>\n\n\n\n

\u3000\u7b2c2\u306b\u3001\u672c\u65e5\uff0826\u65e5\uff09\u7c73\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306e5-7\u6708\u671f\u6c7a\u7b97\u767a\u8868\u3092\u63a7\u3048\u308b\u4e2d\u3001AI\u534a\u5c0e\u4f53\u696d\u754c\u306e\u52e2\u529b\u56f3\u3092\u63fa\u308b\u304c\u3059\u91cd\u5927\u767a\u8868\u304c\u3042\u308a\u307e\u3057\u305f\u3002OpenAI\u304c\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08Broadcom\uff09\u3068\u5171\u540c\u958b\u767a\u3057\u305f\u63a8\u8ad6\u7279\u5316\u578b\u306e\u72ec\u81eaAI\u534a\u5c0e\u4f53\u300cJalapeno\uff08\u30cf\u30e9\u30da\u30fc\u30cb\u30e7\uff09\u300d\u3092\u767a\u8868\u3002700\u30ef\u30c3\u30c8\u306e\u4f4e\u6d88\u8cbb\u96fb\u529b\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u300cGB300\u300d\u3092\u6d88\u8cbb\u96fb\u529b\u5f53\u305f\u308a\u306e\u6f14\u7b97\u91cf\u3068\u5fdc\u7b54\u901f\u5ea6\u3067\u4e0a\u56de\u308b\u6027\u80fd\u3092\u793a\u3057\u3001\u4eca\u5e74\u5f8c\u534a\u304b\u3089\u81ea\u793e\u30e2\u30c7\u30eb\u3078\u5c0e\u5165\u3059\u308b\u3053\u3068\u3092\u660e\u3089\u304b\u306b\u3057\u307e\u3057\u305f\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3078\u306e\u4e00\u6975\u96c6\u4e2d\u304b\u3089\u72ec\u81ea\u30c1\u30c3\u30d7\uff08ASIC\uff09\u3078\u306e\u5206\u6563\u30b7\u30d5\u30c8\u304c\u73fe\u5b9f\u306e\u3082\u306e\u3068\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002
<\/p>\n\n\n\n

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\n\n\n\n

2. \u70ba\u66ff\u30fb\u91d1\u5229\u30fb\u30de\u30af\u30ed\u7d4c\u6e08\u52d5\u5411<\/strong>
<\/h3>\n\n\n\n
    \n
  • \u7c7310\u5e74\u50b5\u5229\u56de\u308a4.62%\u3078\u6025\u4f4e\u4e0b\u3068\u30a4\u30f3\u30d5\u30ec\u671f\u5f85\u306e\u6c88\u9759\u5316<\/strong>: \u539f\u6cb9\u4fa1\u683c\u306e\u6025\u843d\uff08WTI 80\u30c9\u30eb\u53f0\u524d\u534a\uff09\u304c\u30b3\u30b9\u30c8\u30d7\u30c3\u30b7\u30e5\u578b\u30a4\u30f3\u30d5\u30ec\u306e\u518d\u71c3\u61f8\u5ff5\u3092\u5927\u304d\u304f\u5f8c\u9000\u3055\u305b\u3001\u50b5\u5238\u8cb7\u3044\uff08\u5229\u56de\u308a\u4f4e\u4e0b\uff09\u3092\u8a98\u767a\u3002\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f\u524d\u65e5\u306e4.70%\u304b\u30894.62%\uff08-0.08%\uff09\u3078\u3068\u6025\u4f4e\u4e0b\u3057\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u30dc\u30b9\u30c8\u30f3\u9023\u9280\u306e\u30b3\u30ea\u30f3\u30ba\u7dcf\u88c1\u306f\u300c\u30a4\u30f3\u30d5\u30ec\u920d\u5316\u306e\u78ba\u305f\u308b\u8a3c\u62e0\u304c\u7d99\u7d9a\u3057\u306a\u3044\u9650\u308a\u3001\u73fe\u884c\u306e\u5f15\u304d\u7de0\u3081\u7684\u306a\u91d1\u878d\u653f\u7b56\u30b9\u30bf\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u9069\u5207\u3067\u3042\u308b\u300d\u3068\u91d8\u3092\u523a\u3057\u3066\u304a\u308a\u3001\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u4f1a\u8b70\u3067\u306e\u30a6\u30a9\u30fc\u30b7\u30e5FRB\u8b70\u9577\u8b1b\u6f14\u306b\u5411\u3051\u305f\u8b66\u6212\u611f\u306f\u6839\u5f37\u304f\u6b8b\u308a\u307e\u3059\u3002
    <\/li>\n\n\n\n
  • \u70ba\u66ff\uff08\u30c9\u30eb\u5186\u30fbUSD\/JPY\uff09159.20\u5186\u3068\u65e5\u92809\u6708\u5229\u4e0a\u3052\u78ba\u73876\u5272\u8d85<\/strong>: \u30c9\u30eb\u5186\u306f\u7c73\u91d1\u5229\u4f4e\u4e0b\u306b\u3082\u304b\u304b\u308f\u3089\u305a159.20\u5186\u8fd1\u8fba\u3067\u9ad8\u6b62\u307e\u308a\u3002\u30ed\u30a4\u30bf\u30fc\u304c\u5b9f\u65bd\u3057\u305f\u6700\u65b0\u306e\u5e02\u5834\u30a8\u30b3\u30ce\u30df\u30b9\u30c8\u8abf\u67fb\u306b\u3088\u308c\u3070\u3001\u300c\u65e5\u9280\u304c\u6b21\u56de9\u6708\u4f1a\u5408\u3067\u8ffd\u52a0\u5229\u4e0a\u3052\u306b\u8e0f\u307f\u5207\u308b\u300d\u3068\u306e\u4e88\u60f3\u304c6\u5272\u8d85\u306b\u6025\u4f38\u3002\u3055\u3089\u306b\u5229\u4e0a\u3052\u30b5\u30a4\u30af\u30eb\u306e\u5230\u9054\u70b9\uff08\u30bf\u30fc\u30df\u30ca\u30eb\u30ec\u30fc\u30c8\uff09\u4e88\u60f3\u3082\u5f93\u6765\u306e1.50%\u304b\u3089\u300c1.75%\u4ee5\u4e0a\u300d\u3078\u3068\u76ee\u7dda\u304c\u5207\u308a\u4e0a\u304c\u308a\u307e\u3057\u305f\u3002\u5b89\u9054\u5143\u65e5\u9280\u59d4\u54e1\u306e\u300c\u5229\u4e0a\u3052\u898b\u9001\u308a\u306a\u3089\u5927\u5e45\u5186\u5b89\u300d\u767a\u8a00\u3082\u3042\u308a\u3001\u65e5\u9280\u306e\u91d1\u878d\u5f15\u304d\u7de0\u3081\u3078\u306e\u73fe\u5b9f\u5473\u304c\u4e00\u6bb5\u3068\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002
    <\/li>\n\n\n\n
  • \u4e2d\u56fd\u306e\u5bfe\u7c73\u53cd\u767a\u30689\u6708\u7c73\u4e2d\u9996\u8133\u4f1a\u8ac7\u306e\u99c6\u3051\u5f15\u304d<\/strong>: \u7c73\u8ca1\u52d9\u7701\u304c\u4e2d\u56fd\u30fb\u9999\u6e2f\u306e\u5927\u624b\u91d1\u878d\u6a5f\u95a2\u3092\u5bfe\u30a4\u30e9\u30f3\u5236\u88c1\u306e\u5bfe\u8c61\u3068\u3059\u308b\u65b9\u91dd\u3092\u793a\u3057\u305f\u3053\u3068\u306b\u5bfe\u3057\u3001\u4e2d\u56fd\u5916\u52d9\u7701\u306f\u300c\u5e72\u6e09\u3084\u59a8\u5bb3\u3092\u53d7\u3051\u308b\u3044\u308f\u308c\u306f\u306a\u3044\u300d\u3068\u516c\u5f0f\u306b\u62d2\u7d76\u3002\u30a4\u30e9\u30f3\u7523\u539f\u6cb9\u306e\u6700\u5927\u8f38\u5165\u56fd\u3067\u3042\u308b\u4e2d\u56fd\u306f\u30019\u6708\u306e\u7c73\u4e2d\u9996\u8133\u4f1a\u8ac7\u3092\u63a7\u3048\u3066\u4ea4\u6e09\u30ab\u30fc\u30c9\u3092\u63e1\u308b\u69cb\u3048\u3067\u3059\u304c\u3001\u7c73\u56fd\u306e\u8981\u6c42\u3092\u5b8c\u5168\u7121\u8996\u3059\u308c\u3070\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306e\u5831\u5fa9\u95a2\u7a0e\uff08\u904e\u5270\u751f\u7523\u80fd\u529b\u95a2\u7a0e7.5%\uff09\u3092\u62db\u304f\u30ea\u30b9\u30af\u304c\u3042\u308a\u3001\u30ae\u30ea\u30ae\u30ea\u306e\u5916\u4ea4\u7684\u99c6\u3051\u5f15\u304d\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002
    <\/li>\n<\/ul>\n\n\n\n
    \n\n\n\n

    3. \u682a\u5f0f\u5e02\u5834\u30fb\u6ce8\u76ee\u4f01\u696d\u52d5\u5411\u3010\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u3011<\/strong>
    <\/h3>\n\n\n\n
      \n
    • \u7c73\u56fd\u682a\u5f0f\u5e02\u5834\uff08S&P 500 7,677.28 \/ +0.3%\uff09\u3068\u30cf\u30a4\u30c6\u30af\u8cb7\u3044\u623b\u3057<\/strong>: \u539f\u6cb9\u6025\u843d\u3068\u91d1\u5229\u4f4e\u4e0b\u306e\u6069\u6075\u3092\u53d7\u3051\u3001\u30ca\u30b9\u30c0\u30c3\u30af\u304a\u3088\u3073S&P 500\u304c\u53cd\u767a\u3002\u305f\u3060\u3057\u30c7\u30a3\u30c3\u30af\u30b9\u30fb\u30b9\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30b0\u30c3\u30ba\uff08DKS\uff09\u304c\u58f2\u4e0a\u9ad8\u672a\u9054\u3067-18%\u6025\u843d\u3059\u308b\u306a\u3069\u3001\u4f4e\u4e2d\u6240\u5f97\u5c64\u306e\u6d88\u8cbb\u6e1b\u901f\u306b\u3088\u308b\u500b\u5225\u9298\u67c4\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306f\u6975\u3081\u3066\u9ad8\u3044\u72b6\u614b\u3067\u3059\u3002
      <\/li>\n\n\n\n
    • OpenAI \u00d7 \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO\u30fb\u72ec\u81ea\u534a\u5c0e\u4f53\u300cJalapeno\u300d\u767a\u8868\uff09<\/strong>: OpenAI\u304c\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u5171\u540c\u958b\u767a\u3057\u305f\u63a8\u8ad6\u7279\u5316\u578bAI\u30c1\u30c3\u30d7\u300cJalapeno\u300d\u306f\u3001\u6d88\u8cbb\u96fb\u529b700W\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u300cGB300\u300d\u3092\u51cc\u99d5\u3059\u308b\u96fb\u529b\u52b9\u7387\u3068\u30ec\u30b9\u30dd\u30f3\u30b9\u3092\u5b9f\u8a3c\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u30b5\u30fc\u30d0\u30fc\u4fa1\u683c\u306e15%\u5024\u4e0a\u3052\u3092\u901a\u9054\u3059\u308b\u4e2d\u3001\u81ea\u524d\u306e\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u306b\u3088\u308b\u30b3\u30b9\u30c8\u524a\u6e1b\u3068\u30d9\u30f3\u30c0\u30fc\u30ed\u30c3\u30af\u30a4\u30f3\u56de\u907f\u306e\u52d5\u304d\u304c\u30e1\u30ac\u30c6\u30c3\u30af\u5168\u4f53\u3078\u6ce2\u53ca\u3057\u3066\u3044\u307e\u3059\u3002
      <\/li>\n\n\n\n
    • \u672c\u65e5\u6c7a\u7b97\uff1a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\u30fb5-7\u6708\u671f\u6c7a\u7b97\u306e\u7126\u70b9\uff09<\/strong>: \u5e02\u5834\u4e88\u60f3\u306f\u58f2\u4e0a\u9ad8919.1\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+96.6%\uff09\u3001EPS 2.07\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+99.0%\uff09\u3002\u6b21\u4e16\u4ee3\u30c1\u30c3\u30d7\u300cBlackwell\u300d\u300cVera Rubin\u300d\u306e\u51fa\u8377\u9032\u6357\u3068\u3001\u9867\u5ba2\u3067\u3042\u308b\u5927\u624b\u30c6\u30c3\u30af\u306eAI\u8a2d\u5099\u6295\u8cc7\u6301\u7d9a\u6027\u304c\u7126\u70b9\u3002
      <\/li>\n\n\n\n
    • \u30db\u30f3\u30c0\uff087267\u30fb\u7c73\u56fd\u306b\u7b2c8\u65b0\u5de5\u5834\u5efa\u8a2d\u3092\u691c\u8a0e\uff09<\/strong>: \u30db\u30f3\u30c0\u306f\u5317\u7c73\u3067\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8eca\uff08HV\uff09\u5f37\u5316\u306b\u5411\u3051\u3001\u7c73\u56fd\u30678\u3064\u76ee\u3068\u306a\u308b\u65b0\u5de5\u5834\u5efa\u8a2d\u306e\u691c\u8a0e\u3092\u958b\u59cb\u30022030\u5e743\u6708\u307e\u3067\u306b\u5317\u7c73\u5e02\u5834\u307815\u8eca\u7a2e\u306e\u65b0\u578bHV\u3092\u6295\u5165\u3057\u3001EV\u504f\u91cd\u304b\u3089\u9700\u8981\u306e\u5805\u8abf\u306aHV\u3078\u6226\u7565\u8ee2\u63db\u3002\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u30ea\u30b9\u30af\u306b\u5bfe\u5fdc\u3057\u3001\u30d1\u30ef\u30fc\u30c8\u30ec\u30a4\u30f3\u306e\u73fe\u5730\u5316\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002
      <\/li>\n<\/ul>\n\n\n\n
      \n\n\n\n

      4. \u6697\u53f7\u8cc7\u7523\u30fb\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3<\/strong>
      <\/h3>\n\n\n\n
        \n
      • \u539f\u6cb9\u5e02\u5834\uff08WTI $80.34 -5.5% \/ \u30d6\u30ec\u30f3\u30c8 $86.18 -6.5%\u30fb\u4eca\u5e74\u6700\u5927\u306e\u6025\u843d\u5c40\u9762\uff09<\/strong>: \u7c73\u56fd\u306e\u5bfe\u30a4\u30e9\u30f3\u5236\u88c1\u304c\u5373\u5ea7\u306e\u4f9b\u7d66\u906e\u65ad\u3092\u4f34\u308f\u306a\u3044\u300c\u8b66\u544a\u7684\u63aa\u7f6e\u300d\u306b\u3068\u3069\u307e\u3063\u305f\u3053\u3068\u3067\u3001\u6295\u6a5f\u7684\u306a\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u4e00\u6c17\u306b\u89e3\u6d88.\u30d6\u30ec\u30f3\u30c8\u539f\u6cb9\u306f90\u30c9\u30eb\u306e\u5927\u53f0\u3092\u5272\u308a\u8fbc\u307f86\u30c9\u30eb\u53f0\u3078\u6c88\u307f\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u30b5\u30a6\u30b8\u539f\u6cb9\u306e\u559c\u671b\u5cf0\u8fc2\u56de\u3084\u30ab\u30ca\u30c0\u306e\u5bfe\u7c73\u539f\u6cb9\u4f9b\u7d66\u6e1b\u306a\u3069\u7269\u7406\u7684\u306a\u4f9b\u7d66\u5236\u7d04\u306f\u6b8b\u5b58\u3057\u3066\u304a\u308a\u300180\u30c9\u30eb\u8fd1\u8fba\u3067\u306e\u4e0b\u5024\u652f\u6301\u529b\u304c\u8a66\u3055\u308c\u307e\u3059\u3002
        <\/li>\n\n\n\n
      • \u30b4\u30fc\u30eb\u30c9\uff08\u91d1\uff09\u30fb\u8cb4\u91d1\u5c5e\u5e02\u5834\uff08\u91d1\u5229\u4f4e\u4e0b\u304c\u4e0b\u652f\u3048\uff09<\/strong>: \u539f\u6cb9\u6025\u843d\u306b\u3088\u308b\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u5f8c\u9000\u3068\u7c73\u9577\u671f\u91d1\u5229\u306e\u6025\u4f4e\u4e0b\uff084.62%\uff09\u3092\u53d7\u3051\u3001\u5229\u606f\u3092\u751f\u307e\u306a\u3044\u8cc7\u7523\u3067\u3042\u308b\u30b4\u30fc\u30eb\u30c9\u73fe\u7269\u3078\u306e\u62bc\u3057\u76ee\u8cb7\u3044\u9700\u8981\u304c\u7d99\u7d9a\u3002200\u65e5\u79fb\u52d5\u5e73\u5747\u7dda\u4e0a\u3067\u306e\u5e95\u5805\u3044\u63a8\u79fb\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002
        <\/li>\n\n\n\n
      • \u6697\u53f7\u8cc7\u7523\uff08\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3 BTC\u30fb75,000\u30c9\u30eb\u53f0\u7dad\u6301\u3068AI\u9023\u643a\u62e1\u5927\uff09<\/strong>: \u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u306f75,000\u30c9\u30eb\u8fd1\u8fba\u3067\u5805\u8abf\u306b\u63a8\u79fb\u3002AI\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7Hugging Face\u304c\u4f01\u696d\u4fa1\u5024130\u5104\u30c9\u30eb\u3067\u8cc7\u91d1\u8abf\u9054\u3092\u9032\u3081\u308b\u306a\u3069\u3001Web3\u3068AI\u306e\u30a4\u30f3\u30d5\u30e9\u7d71\u5408\u306b\u5bfe\u3059\u308b\u8cc7\u672c\u6295\u4e0b\u304c\u6d3b\u767a\u5316\u3057\u3066\u3044\u307e\u3059\u3002
        <\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        5. \u8003\u5bdf\u30dd\u30a4\u30f3\u30c8\u3010\u91cd\u8981\u30c6\u30fc\u30de5\u9078\u3092\u5fb9\u5e95\u6df1\u6398\u308a\u3011<\/strong>
        <\/h3>\n\n\n\n
          \n
        • 1. \u539f\u6cb95%\u8d85\u6025\u843d\uff08WTI 80\u30c9\u30eb\uff09\u3068\u7c7310\u5e74\u50b5\u5229\u56de\u308a4.62%\u6025\u4f4e\u4e0b\u306e\u9023\u9396\u53cd\u5fdc<\/strong>
          \n
            \n
          • \u80cc\u666f\u3068\u30e1\u30ab\u30cb\u30ba\u30e0<\/em>: \u5bfe\u30a4\u30e9\u30f3\u5236\u88c1\u306e\u5177\u4f53\u6027\u6b20\u5982\u306b\u3088\u308b\u5730\u653f\u5b66\u30d7\u30ec\u30df\u30a2\u30e0\u306e\u5265\u843d\u304c\u539f\u6cb9\u4fa1\u683c\u3092\u62bc\u3057\u4e0b\u3052\u3001\u5e02\u5834\u306e\u30a4\u30f3\u30d5\u30ec\u671f\u5f85\uff08\u30d6\u30ec\u30fc\u30af\u30a4\u30fc\u30d6\u30f3\u30ec\u30fc\u30c8\uff09\u304c\u4f4e\u4e0b\u3057\u3066\u50b5\u5238\u8cb7\u3044\u3092\u8a98\u767a\u3002<\/li>\n\n\n\n
          • \u6295\u8cc7\u8996\u70b9<\/em>: \u91d1\u5229\u4f4e\u4e0b\u306f\u30b0\u30ed\u30fc\u30b9\u682a\u30fb\u30cf\u30a4\u30c6\u30af\u682a\u306b\u3068\u3063\u3066\u5f37\u529b\u306a\u8ffd\u3044\u98a8\u3002\u305f\u3060\u3057\u539f\u6cb9\u304c80\u30c9\u30eb\u3092\u5272\u308a\u8fbc\u3093\u3067\u4e0b\u3052\u7d9a\u3051\u308b\u5834\u5408\u306f\u300c\u4e16\u754c\u7684\u306a\u9700\u8981\u5f8c\u9000\uff08\u666f\u6c17\u6e1b\u901f\uff09\u300d\u306e\u30b7\u30b0\u30ca\u30eb\u3068\u306a\u308b\u305f\u3081\u3001\u666f\u6c17\u654f\u611f\u682a\u304b\u3089\u30c7\u30a3\u30d5\u30a7\u30f3\u30b7\u30d6\u30fb\u597d\u696d\u7e3e\u30cf\u30a4\u30c6\u30af\u3078\u306e\u9078\u5225\u304c\u91cd\u8981\u3002
            <\/li>\n<\/ul>\n<\/li>\n\n\n\n
          • 2. OpenAI\u306e\u72ec\u81eaAI\u534a\u5c0e\u4f53\u300cJalapeno\u300d\u767a\u8868 \u2014 \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u72ec\u5360\u5d29\u58ca\u306e\u7b2c1\u6b69\u304b<\/strong>
            \n
              \n
            • \u80cc\u666f\u3068\u30e1\u30ab\u30cb\u30ba\u30e0<\/em>: \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3068\u5171\u540c\u958b\u767a\u3057\u305f\u63a8\u8ad6\u7279\u5316\u30c1\u30c3\u30d7\u304c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u73fe\u884c\u4e3b\u529b\uff08GB300\uff09\u3092\u96fb\u529b\u52b9\u7387\u3067\u4e0a\u56de\u308b\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c15%\u5024\u4e0a\u3052\u3092\u5f37\u884c\u3059\u308b\u4e2d\u3067\u306e\u5f37\u529b\u306a\u727d\u5236\u7403\u3002<\/li>\n\n\n\n
            • \u5e02\u5834\u3078\u306e\u5f71\u97ff<\/em>: AI\u534a\u5c0e\u4f53\u5e02\u5834\u304c\u300c\u5b66\u7fd2\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2GPU\u72ec\u5360\uff09\u300d\u304b\u3089\u300c\u63a8\u8ad6\uff08\u30ab\u30b9\u30bf\u30e0ASIC\u3078\u306e\u5206\u6563\uff09\u300d\u3078\u30b7\u30d5\u30c8\u3002\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO\uff09\u306e\u30ab\u30b9\u30bf\u30e0\u534a\u5c0e\u4f53\u4e8b\u696d\u306e\u512a\u4f4d\u6027\u304c\u4e00\u6bb5\u3068\u5f37\u5316\u3055\u308c\u308b\u69cb\u9020\u3002
              <\/li>\n<\/ul>\n<\/li>\n\n\n\n
            • 3. \u30ed\u30a4\u30bf\u30fc\u8abf\u67fb\u300c\u65e5\u92809\u6708\u5229\u4e0a\u3052\u4e88\u60f36\u5272\u8d85\u30fb\u5230\u9054\u70b91.75%\u3078\u300d\u306e\u885d\u6483<\/strong>
              \n
                \n
              • \u80cc\u666f\u3068\u30e1\u30ab\u30cb\u30ba\u30e0<\/em>: 7\u6708\u5168\u56fdCPI\uff081.9%\uff09\u306e\u9ad8\u6b62\u307e\u308a\u3068\u70ba\u66ff\u4ecb\u5165\u52b9\u679c\u306e\u7dad\u6301\u3092\u80cc\u666f\u306b\u3001\u5e02\u5834\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u304c9\u6708\u5229\u4e0a\u3052\uff080.50%\u3078\uff09\u3078\u6025\u901f\u306b\u50be\u659c\u3002<\/li>\n\n\n\n
              • \u6295\u8cc7\u8996\u70b9<\/em>: \u30c9\u30eb\u5186\u304c159\u5186\u53f0\u306b\u3068\u3069\u307e\u308b\u4e2d\u30019\u6708\u5229\u4e0a\u3052\u304c\u73fe\u5b9f\u5316\u3059\u308c\u3070\u4e00\u6642\u7684\u306a\u5186\u9ad8\uff08\u5186\u30ad\u30e3\u30ea\u30fc\u5dfb\u304d\u623b\u3057\uff09\u30ea\u30b9\u30af\u304c\u518d\u71c3\u3002\u30e1\u30ac\u30d0\u30f3\u30af\u682a\uff08\u5229\u30b6\u30e4\u62e1\u5927\u6069\u6075\uff09\u306e\u5f37\u6c17\u30db\u30fc\u30eb\u30c9\u3068\u3001\u70ba\u66ff\u611f\u5fdc\u5ea6\u306e\u9ad8\u3044\u8f38\u51fa\u682a\u306e\u30d8\u30c3\u30b8\u304c\u5fc5\u9808\u3002
                <\/li>\n<\/ul>\n<\/li>\n\n\n\n
              • 4. \u30ab\u30ca\u30c0\u5bfe\u7c73\u5831\u5fa9\u95a2\u7a0e\uff08\u9244\u92fc\u30fb\u30a2\u30eb\u30df50%\u500d\u5897\u3001\u30b9\u30de\u30db\u30fb\u30b2\u30fc\u30e0\u6a5f50%\uff09\u306e\u7834\u58ca\u529b<\/strong>
                \n
                  \n
                • \u80cc\u666f\u3068\u30e1\u30ab\u30cb\u30ba\u30e0<\/em>: 9\u67088\u65e5\u767a\u52b9\u306e200\u5104\u30c9\u30eb\u5831\u5fa9\u95a2\u7a0e\u30ea\u30b9\u30c8\u304c\u516c\u8868\u3055\u308c\u3001\u7c73\u56fd\u306e\u88fd\u9020\u696d\u30fb\u6d88\u8cbb\u8ca1\u306b\u76f4\u63a5\u6253\u6483\u3092\u4e0e\u3048\u308b\u54c1\u76ee\u3092\u30d4\u30f3\u30dd\u30a4\u30f3\u30c8\u3067\u6307\u5b9a\u3002
                  <\/li>\n\n\n\n
                • \u5e02\u5834\u3078\u306e\u5f71\u97ff<\/em>: \u5317\u7c73\u81ea\u7531\u8cbf\u6613\u5354\u5b9a\uff08USMCA\uff09\u306e\u4e8b\u5b9f\u4e0a\u306e\u5f62\u9ab8\u5316\u3002\u7c73\u52a0\u53cc\u65b9\u306e\u88fd\u9020\u696d\u30b3\u30b9\u30c8\u3092\u62bc\u3057\u4e0a\u3052\u3001\u30b9\u30bf\u30b0\u30d5\u30ec\u30fc\u30b7\u30e7\u30f3\u5727\u529b\u3092\u751f\u3080\u305f\u3081\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u56fd\u5185\u56de\u5e30\u30fb\u591a\u89d2\u5316\u3092\u9032\u3081\u308b\u4f01\u696d\u3078\u306e\u9078\u5225\u304c\u9032\u3080\u3002
                  <\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • 5. \u30db\u30f3\u30c0\u300c\u7c73\u56fd\u7b2c8\u5de5\u5834\u691c\u8a0e\u30fbHV15\u8eca\u7a2e\u6295\u5165\u300d\u306b\u898b\u308b\u30b0\u30ed\u30fc\u30d0\u30eb\u81ea\u52d5\u8eca\u6226\u7565\u306e\u5927\u8ee2\u63db<\/strong>
                  \n
                    \n
                  • \u80cc\u666f\u3068\u30e1\u30ab\u30cb\u30ba\u30e0<\/em>: EV\u9700\u8981\u306e\u8e0a\u308a\u5834\u3068\u30c8\u30e9\u30f3\u30d7\u95a2\u7a0e\u30ea\u30b9\u30af\u306b\u5bfe\u5fdc\u3057\u3001\u5317\u7c73\u3067\u6700\u3082\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8eca\uff08HV\uff09\u3078\u306e\u56de\u5e30\u3068\u73fe\u5730\u751f\u7523\u3092\u52a0\u901f\u3002
                    <\/li>\n\n\n\n
                  • \u6295\u8cc7\u8996\u70b9<\/em>: \u300c\u5168\u56fa\u4f53\u96fb\u6c60\u30fbEV\u4e00\u672c\u8db3\u6253\u6cd5\u300d\u304b\u3089\u300c\u73fe\u5b9f\u7684\u306aHV\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u91cd\u8996\u300d\u3078\u8235\u3092\u5207\u3063\u305f\u65e5\u7cfb\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306e\u8cc7\u672c\u52b9\u7387\u3068\u53ce\u76ca\u56de\u5fa9\u30b7\u30ca\u30ea\u30aa\u3092\u518d\u8a55\u4fa1\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                    \u30c9\u30eb\u5186\u306f\u7c73\u91d1\u5229\u4f4e\u4e0b\u306b\u3082\u304b\u304b\u308f\u3089\u305a159.20\u5186\u8fd1\u8fba\u3067\u9ad8\u6b62\u307e\u308a 1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8 \u3000\u672c\u65e5\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u91d1\u878d\u5e02\u5834\u306f\u3001\u539f\u6cb9\u4fa1\u683c\u306e\u6025\u843d\u306b\u4f34\u3046\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u306e\u5f8c\u9000\u3068\u7c73\u9577\u671f\u91d1\u5229\u306e\u6025\u4f4e\u4e0b\u3001OpenAI\u306b\u3088\u308b\u72ec\u81eaAI\u534a\u5c0e\u4f53\u306e\u767a\u8868\u3001 […]<\/p>\n","protected":false},"author":1,"featured_media":263,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[12],"class_list":["post-260","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investment","tag-morning-news"],"_links":{"self":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts\/260","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=260"}],"version-history":[{"count":1,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts\/260\/revisions"}],"predecessor-version":[{"id":264,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/posts\/260\/revisions\/264"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=\/wp\/v2\/media\/263"}],"wp:attachment":[{"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=260"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=260"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ktym-partners.jp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=260"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}