{"id":451,"date":"2026-08-30T22:28:56","date_gmt":"2026-08-30T13:28:56","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=451"},"modified":"2026-08-30T22:29:06","modified_gmt":"2026-08-30T13:29:06","slug":"%e7%b1%b3%e9%87%91%e5%88%a9%e4%b8%8a%e6%98%87%e3%81%a7%e6%97%a5%e6%9c%ac%e6%a0%aa%e3%81%af%e3%81%a9%e3%81%86%e5%8b%95%e3%81%8f%ef%bc%9fnvidia%e5%8f%8d%e8%90%bd%e3%81%a8sox%e6%80%a5%e8%90%bd%e5%be%8c","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=451","title":{"rendered":"\u7c73\u91d1\u5229\u4e0a\u6607\u3067\u65e5\u672c\u682a\u306f\u3069\u3046\u52d5\u304f\uff1fNVIDIA\u53cd\u843d\u3068SOX\u6025\u843d\u5f8c\u306e\u8cc7\u91d1\u79fb\u52d5"},"content":{"rendered":"\n

8\u670828\u65e5\u306e\u65e5\u672c\u682a\u306f\u3001\u65e5\u7d4c\u5e73\u5747\u3060\u3051\u3067\u306a\u304fTOPIX\u3084\u30b0\u30ed\u30fc\u30b9\u5e02\u5834\u306b\u3082\u8cb7\u3044\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u6771\u4eac\u5e02\u5834\u304c\u9589\u3058\u305f\u5f8c\u3001\u7c73\u56fd\u3067\u306f\u76f8\u5834\u306e\u524d\u63d0\u3092\u5909\u3048\u308b\u52d5\u304d\u304c\u8d77\u304d\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u30a6\u30a9\u30fc\u30b7\u30e5FRB\u8b70\u9577\u306e\u767a\u8a00\u3092\u53d7\u3051\u3066\u7c73\u56fd\u306e\u5229\u4e0a\u3052\u89b3\u6e2c\u304c\u5f37\u307e\u308a\u3001\u7c732\u5e74\u50b5\u5229\u56de\u308a\u306f4.36\uff05\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002NVIDIA\u306f4.6\uff05\u5b89\u3001PHLX\u534a\u5c0e\u4f53\u682a\u6307\u6570\uff08SOX\uff09\u306f3.47\uff05\u5b89\u3068\u306a\u308a\u3001\u524d\u65e5\u307e\u3067\u306eAI\u30fb\u534a\u5c0e\u4f53\u682a\u9ad8\u304c\u53cd\u8ee2\u3057\u3066\u3044\u307e\u3059\u3002\u30c9\u30eb\u5186\u3082160.11\u5186\u307e\u3067\u4e0a\u6607\u3057\u3001\u70ba\u66ff\u4ecb\u5165\u3078\u306e\u8b66\u6212\u304c\u518d\u3073\u5f37\u307e\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u9031\u660e\u3051\u306e\u65e5\u672c\u682a\u306f\u3001\u91d1\u66dc\u306e\u6771\u4eac\u5e02\u5834\u3067\u898b\u3089\u308c\u305f\u7269\u8272\u306e\u5e83\u304c\u308a\u3068\u3001\u305d\u306e\u5f8c\u306b\u8d77\u304d\u305f\u7c73\u91d1\u5229\u30fb\u534a\u5c0e\u4f53\u682a\u30fb\u70ba\u66ff\u306e\u5909\u5316\u3092\u540c\u6642\u306b\u7e54\u308a\u8fbc\u3080\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001\u7c73\u91d1\u5229\u4e0a\u6607\u304c\u65e5\u672c\u682a\u3078\u4f1d\u308f\u308b\u4ed5\u7d44\u307f\u3068\u3001\u8cc7\u91d1\u304c\u5411\u304b\u3046\u53ef\u80fd\u6027\u306e\u3042\u308b\u696d\u7a2e\u3001\u898b\u65b9\u3092\u4fee\u6b63\u3059\u308b\u6761\u4ef6\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

8\u670828\u65e5\u306e\u4e3b\u8981\u5e02\u5834\u30c7\u30fc\u30bf<\/h2>\n\n\n\n
\u6307\u6a19<\/th>\u7d42\u5024\u30fb\u6c34\u6e96<\/th>\u524d\u65e5\u6bd4\u30fb\u5909\u5316<\/th><\/tr>
\u65e5\u7d4c\u5e73\u5747<\/td>66,405.56\u5186<\/td>\uff0b0.41\uff05<\/td><\/tr>
TOPIX<\/td>4,146.71<\/td>\uff0b0.72\uff05<\/td><\/tr>
\u30b0\u30ed\u30fc\u30b9250<\/td>823.16<\/td>\uff0b3.16\uff05<\/td><\/tr>
\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0\u9a30\u843d\u6570<\/td>\u4e0a\u6607873\uff0f\u4e0b\u843d631<\/td>\u4e0a\u6607\u512a\u52e2<\/td><\/tr>
S&P500<\/td>7,711.76<\/td>\uff0d0.25\uff05<\/td><\/tr>
Nasdaq\u7dcf\u5408<\/td>26,402.42<\/td>\uff0d0.52\uff05<\/td><\/tr>
SOX<\/td>11,469.66<\/td>\uff0d3.47\uff05<\/td><\/tr>
NVIDIA<\/td>\u2015<\/td>\uff0d4.6\uff05<\/td><\/tr>
Marvell<\/td>\u2015<\/td>\uff0d10.3\uff05<\/td><\/tr>
\u7c732\u5e74\u50b5\u5229\u56de\u308a<\/td>4.36\uff05<\/td>\uff0b12.79bp<\/td><\/tr>
\u7c7310\u5e74\u50b5\u5229\u56de\u308a<\/td>4.728\uff05<\/td>\uff0b5.6bp<\/td><\/tr>
\u30c9\u30eb\u6307\u6570<\/td>99.71<\/td>\uff0b0.61\uff05<\/td><\/tr>
\u30c9\u30eb\u5186<\/td>160.11\u5186<\/td>\u30c9\u30eb\u9ad8\u30fb\u5186\u5b89<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u91d1\u66dc\u306e\u65e5\u672c\u682a\u3067\u306f\u8cb7\u3044\u304c\u5e83\u304c\u3063\u3066\u3044\u305f<\/h2>\n\n\n\n

TOPIX\u3068\u30b0\u30ed\u30fc\u30b9250\u304c\u65e5\u7d4c\u5e73\u5747\u3092\u4e0a\u56de\u3063\u305f<\/h3>\n\n\n\n

8\u670828\u65e5\u306e\u65e5\u7d4c\u5e73\u5747\u306f273.58\u5186\u9ad8\u306e66,405.56\u5186\u3067\u7d42\u4e86\u3057\u307e\u3057\u305f\u3002TOPIX\u306f0.72\uff05\u9ad8\u3001\u30b0\u30ed\u30fc\u30b9250\u306f3.16\uff05\u9ad8\u3068\u306a\u308a\u3001\u3044\u305a\u308c\u3082\u65e5\u7d4c\u5e73\u5747\u306e0.41\uff05\u9ad8\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0\u5e02\u5834\u3067\u3082\u5024\u4e0a\u304c\u308a873\u9298\u67c4\u306b\u5bfe\u3057\u3066\u5024\u4e0b\u304c\u308a631\u9298\u67c4\u3068\u306a\u308a\u3001\u5e02\u5834\u306e\u5185\u90e8\u306f\u4e0a\u6607\u512a\u52e2\u3067\u3057\u305f\u3002<\/p>\n\n\n\n

\u696d\u7a2e\u5225\u3067\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u696d\u304c2.89\uff05\u9ad8\u3001\u6d77\u904b\u696d\u304c2.13\uff05\u9ad8\u3068\u306a\u3063\u305f\u307b\u304b\u3001\u8a3c\u5238\u696d\u306f1.71\uff05\u9ad8\u3001\u9280\u884c\u696d\u30821.54\uff05\u9ad8\u3067\u3057\u305f\u3002AI\u30fb\u534a\u5c0e\u4f53\u95a2\u9023\u306e\u4e00\u89d2\u3060\u3051\u3067\u306a\u304f\u3001\u91d1\u878d\u3084\u30b5\u30fc\u30d3\u30b9\u3092\u542b\u3080\u8907\u6570\u306e\u696d\u7a2e\u3078\u8cb7\u3044\u304c\u5165\u3063\u3066\u3044\u305f\u3053\u3068\u304c\u5206\u304b\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u682a\u63a2\u30fb\u6771\u8a3c\u696d\u7a2e\u5225\u30e9\u30f3\u30ad\u30f3\u30b0<\/a><\/p>\n\n\n\n

\u30ed\u30a4\u30bf\u30fc\u306e\u6771\u4eac\u5e02\u5834\u307e\u3068\u3081<\/a>\u306b\u3088\u308b\u3068\u3001\u65e5\u7d4c\u5e73\u5747\u306f\u524d\u65e5\u306e\u7c73\u682a\u9ad8\u3068NVIDIA\u306e\u5f37\u3044\u58f2\u4e0a\u898b\u901a\u3057\u3092\u53d7\u3051\u3066\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001\u30a6\u30a9\u30fc\u30b7\u30e5\u8b70\u9577\u306e\u8b1b\u6f14\u3092\u63a7\u3048\u3001\u8cb7\u3044\u4e00\u5de1\u5f8c\u306f\u69d8\u5b50\u898b\u59ff\u52e2\u3082\u5f37\u307e\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u9ad8\u5024\u304b\u3089\u306f\u7d04437\u5186\u4e0a\u3052\u5e45\u3092\u7e2e\u3081\u305f<\/h3>\n\n\n\n

\u65e5\u7d4c\u5e73\u5747\u306f\u4e00\u664266,842.82\u5186\u307e\u3067\u4e0a\u6607\u3057\u3001\u524d\u65e5\u6bd4\u3067\u306f710\u5186\u3092\u8d85\u3048\u308b\u5834\u9762\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u7d42\u5024\u306f66,405.56\u5186\u3067\u3001\u9ad8\u5024\u304b\u3089\u306f\u7d04437\u5186\u4e0a\u3052\u5e45\u3092\u7e2e\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u5e02\u5834\u306e\u88fe\u91ce\u306f\u5e83\u304c\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u7c73\u91d1\u878d\u653f\u7b56\u3092\u78ba\u8a8d\u3059\u308b\u524d\u306b\u4e0a\u5024\u3092\u7a4d\u6975\u7684\u306b\u8ffd\u3046\u307b\u3069\u306e\u78ba\u4fe1\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u91d1\u66dc\u306e\u6771\u4eac\u5e02\u5834\u306f\u300c\u7269\u8272\u306e\u5e83\u304c\u308a\u300d\u3068\u3044\u3046\u5f37\u3055\u3068\u3001\u300c\u91cd\u8981\u30a4\u30d9\u30f3\u30c8\u524d\u306e\u4f38\u3073\u60a9\u307f\u300d\u3068\u3044\u3046\u614e\u91cd\u3055\u304c\u540c\u5c45\u3057\u3066\u3044\u305f\u3068\u6574\u7406\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

\u30a6\u30a9\u30fc\u30b7\u30e5\u767a\u8a00\u3067\u5909\u308f\u3063\u305f\u306e\u306f\u91d1\u5229\u306e\u524d\u63d0<\/h2>\n\n\n\n

\u5229\u4e0a\u3052\u306f\u672a\u6c7a\u5b9a\u3060\u304c\u3001\u5e02\u5834\u306e\u78ba\u7387\u306f\u5927\u304d\u304f\u52d5\u3044\u305f<\/h3>\n\n\n\n

\u30a6\u30a9\u30fc\u30b7\u30e5\u8b70\u9577\u306f\u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u8b1b\u6f14\u3067\u3001PCE\u4fa1\u683c\u6307\u6570\u304c\u524d\u5e74\u6bd43.7\uff05\u30016\u30ab\u6708\u5909\u5316\u7387\u304c4.1\uff05\u3068\u306a\u308a\u30012\uff05\u76ee\u6a19\u3092\u4e0a\u56de\u3063\u3066\u3044\u308b\u3068\u8aac\u660e\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u5e45\u5e83\u3044\u91d1\u878d\u74b0\u5883\u3092\u300c\u6291\u5236\u7684\u300d\u3068\u8868\u73fe\u3059\u308b\u3053\u3068\u306f\u96e3\u3057\u304f\u3001\u52b4\u50cd\u5e02\u5834\u3082\u5b8c\u5168\u96c7\u7528\u3068\u6574\u5408\u7684\u3068\u306e\u898b\u65b9\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u305d\u306e\u3046\u3048\u3067\u30012\uff05\u306e\u7269\u4fa1\u76ee\u6a19\u306f\u300c\u56fa\u5b9a\u3055\u308c\u305f\u76ee\u6a19\u300d\u3067\u3042\u308a\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u660e\u78ba\u304b\u3064\u5341\u5206\u306a\u901f\u5ea6\u3067\u76ee\u6a19\u3078\u5411\u304b\u3063\u3066\u3044\u308b\u3068\u78ba\u4fe1\u3067\u304d\u306a\u3051\u308c\u3070\u3001FRB\u306b\u306f\u8ffd\u52a0\u306e\u5bfe\u5fdc\u304c\u5fc5\u8981\u306b\u306a\u308b\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002FRB\u306e\u8b1b\u6f14\u5168\u6587<\/a>\u306b\u306f\u3001\u7279\u5b9a\u306e\u4f1a\u5408\u3067\u306e\u5229\u4e0a\u3052\u3092\u7d04\u675f\u3059\u308b\u8a18\u8ff0\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5b9f\u969b\u3001\u8b1b\u6f14\u306e\u7d50\u8ad6\u3082\u300c\u6c7a\u5b9a\u3067\u306f\u306a\u304f\u898f\u5f8b\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u300d\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u305d\u308c\u3067\u3082\u5e02\u5834\u306f\u767a\u8a00\u3092\u30bf\u30ab\u6d3e\u7684\u306b\u53d7\u3051\u6b62\u3081\u307e\u3057\u305f\u30029\u6708FOMC\u3067\u306e\u5229\u4e0a\u3052\u78ba\u7387\u306f\u8b1b\u6f14\u524d\u306e\u7d0435\uff05\u304b\u3089\u3001\u8b1b\u6f14\u5f8c\u306b\u306f57\uff5e60\uff05\u7a0b\u5ea6\u307e\u3067\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

Reuters\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5\u767a\u8a00\u5f8c\u306e\u5e02\u5834\u53cd\u5fdc<\/a><\/p>\n\n\n\n

\u7c732\u5e74\u50b5\u306e\u4e0a\u6607\u304c\u793a\u3059\u3082\u306e<\/h3>\n\n\n\n

\u7c732\u5e74\u50b5\u5229\u56de\u308a\u306f\u524d\u65e5\u304b\u308912.79bp\u4e0a\u6607\u3057\u30664.36\uff05\u300110\u5e74\u50b5\u5229\u56de\u308a\u306f5.6bp\u4e0a\u6607\u3057\u30664.728\uff05\u3068\u306a\u308a\u307e\u3057\u305f\u30022\u5e74\u50b5\u306fFRB\u306e\u653f\u7b56\u91d1\u5229\u898b\u901a\u3057\u3092\u53cd\u6620\u3057\u3084\u3059\u3044\u305f\u3081\u300110\u5e74\u50b5\u3092\u4e0a\u56de\u308b\u4e0a\u6607\u5e45\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u3060\u3051\u3067\u306a\u304f\u300c\u8fd1\u3044\u5c06\u6765\u306e\u5229\u4e0a\u3052\u300d\u3092\u5e02\u5834\u304c\u7e54\u308a\u8fbc\u307f\u76f4\u3057\u305f\u3053\u3068\u3092\u793a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u91d1\u5229\u304c\u4e0a\u6607\u3059\u308b\u3068\u3001\u5c06\u6765\u5f97\u3089\u308c\u308b\u5229\u76ca\u3092\u73fe\u5728\u4fa1\u5024\u3078\u5272\u308a\u5f15\u304f\u969b\u306e\u5229\u7387\u3082\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u5229\u76ca\u306e\u591a\u304f\u3092\u5c06\u6765\u306e\u6210\u9577\u306b\u4f9d\u5b58\u3059\u308b\u9ad8PER\u9298\u67c4\u307b\u3069\u3001\u3053\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002AI\u9700\u8981\u305d\u306e\u3082\u306e\u304c\u6d88\u3048\u306a\u304f\u3066\u3082\u3001\u540c\u3058\u5229\u76ca\u4e88\u60f3\u306b\u5bfe\u3057\u3066\u6295\u8cc7\u5bb6\u304c\u8a31\u5bb9\u3059\u308b\u682a\u4fa1\u6c34\u6e96\u306f\u4e0b\u304c\u308a\u5f97\u307e\u3059\u3002<\/p>\n\n\n\n

NVIDIA\u3068Marvell\u306f\u5206\u3051\u3066\u8003\u3048\u308b<\/h3>\n\n\n\n

NVIDIA\u306f\u5f37\u3044\u696d\u7e3e\u898b\u901a\u3057\u3092\u793a\u3057\u305f\u7fcc\u65e5\u306b4.6\uff05\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306fAI\u9700\u8981\u306e\u524d\u63d0\u304c\u4e00\u65e5\u3067\u5d29\u308c\u305f\u3068\u3044\u3046\u3088\u308a\u3001\u91d1\u5229\u4e0a\u6607\u3068\u9ad8\u3044\u4e8b\u524d\u671f\u5f85\u306b\u3088\u3063\u3066\u3001\u597d\u6750\u6599\u3092\u7e54\u308a\u8fbc\u3093\u3060\u5f8c\u306e\u682a\u4fa1\u304c\u8abf\u6574\u3057\u305f\u9762\u304c\u5927\u304d\u3044\u3068\u8003\u3048\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u3001Marvell\u306e10.3\uff05\u5b89\u306b\u306f\u3001Google\u5411\u3051AI\u534a\u5c0e\u4f53\u5951\u7d04\u304c\u3044\u3064\u58f2\u4e0a\u3078\u8ee2\u63db\u3059\u308b\u306e\u304b\u3068\u3044\u3046\u4f01\u696d\u56fa\u6709\u306e\u4e0d\u900f\u660e\u611f\u3082\u3042\u308a\u307e\u3057\u305f\u3002SOX\u306e3.47\uff05\u5b89\u306f\u3001\u91d1\u5229\u306b\u3088\u308b\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u8abf\u6574\u3068\u3001\u500b\u5225\u4f01\u696d\u306e\u53ce\u76ca\u5316\u6642\u671f\u3092\u898b\u6975\u3081\u308b\u9078\u5225\u304c\u91cd\u306a\u3063\u305f\u7d50\u679c\u3067\u3059\u3002<\/p>\n\n\n\n

Nasdaq\u30fbSOX\u7d42\u5024<\/a><\/p>\n\n\n\n

\u7c73\u56fd\u5e02\u5834\u3067\u3082Alphabet\u306f1.7\uff05\u9ad8\u3001Apple\u306f1.6\uff05\u9ad8\u3001Salesforce\u306f1.6\uff05\u9ad8\u3067\u7d42\u4e86\u3057\u307e\u3057\u305f\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u304c\u4e00\u5f8b\u306b\u58f2\u3089\u308c\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u9031\u660e\u3051\u306e\u65e5\u672c\u682a\u3067\u3082\u3001\u534a\u5c0e\u4f53\u30fbAI\u95a2\u9023\u3092\u307e\u3068\u3081\u3066\u5224\u65ad\u3059\u308b\u3088\u308a\u3001\u53d7\u6ce8\u306e\u78ba\u5ea6\u3001\u5229\u76ca\u3078\u306e\u8ee2\u63db\u6642\u671f\u3001\u8db3\u5143\u306ePER\u3092\u5206\u3051\u3066\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u65e5\u672c\u682a\u3067\u306f\u8cc7\u91d1\u306e\u884c\u304d\u5148\u3092\u78ba\u8a8d\u3059\u308b<\/h2>\n\n\n\n

\u534a\u5c0e\u4f53\u682a\u306f\u5bc4\u308a\u4ed8\u304d\u5f8c\u306e\u53cd\u5fdc\u304c\u91cd\u8981<\/h3>\n\n\n\n

\u7c73SOX\u304c3.47\uff05\u4e0b\u843d\u3057\u305f\u305f\u3081\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3084\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306a\u3069\u306b\u306f\u58f2\u308a\u304c\u5148\u884c\u3057\u3084\u3059\u3044\u74b0\u5883\u3067\u3059\u3002\u305f\u3060\u3057\u3001\u5bc4\u308a\u4ed8\u304d\u306e\u4e0b\u843d\u3060\u3051\u3067\u306f\u3001\u305d\u306e\u5f8c\u306e\u65b9\u5411\u307e\u3067\u306f\u5224\u65ad\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u58f2\u308a\u4e00\u5de1\u5f8c\u306b\u534a\u5c0e\u4f53\u682a\u304c\u5207\u308a\u8fd4\u3057\u3001SOX\u5148\u7269\u3084\u7c73\u56fd\u682a\u5148\u7269\u3082\u5b89\u5b9a\u3059\u308b\u306a\u3089\u3001AI\u9700\u8981\u3078\u306e\u8a55\u4fa1\u306f\u7dad\u6301\u3055\u308c\u3001\u4eca\u56de\u306e\u4e0b\u843d\u306f\u91d1\u5229\u4e0a\u6607\u306b\u4f34\u3046\u77ed\u671f\u8abf\u6574\u3068\u5224\u65ad\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002\u53cd\u5bfe\u306b\u3001\u5bc4\u308a\u4ed8\u304d\u5f8c\u3082\u623b\u3089\u305a\u51fa\u6765\u9ad8\u3092\u4f34\u3063\u3066\u58f2\u3089\u308c\u308b\u5834\u5408\u306f\u3001\u534a\u5c0e\u4f53\u682a\u3078\u306e\u96c6\u4e2d\u304c\u3055\u3089\u306b\u89e3\u3051\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u9280\u884c\u30fb\u8a3c\u5238\u306f\u300c\u76f8\u5bfe\u7684\u306a\u5f37\u3055\u300d\u3067\u898b\u308b<\/h3>\n\n\n\n

\u9280\u884c\u696d\u3068\u8a3c\u5238\u696d\u306f\u91d1\u66dc\u306e\u6771\u4eac\u5e02\u5834\u3067\u3059\u3067\u306b\u4e0a\u6607\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u9280\u884c\u682a\u306b\u306f\u3001\u56fd\u5185\u91d1\u5229\u4e0a\u6607\u306b\u3088\u308b\u5229\u3056\u3084\u6539\u5584\u3078\u306e\u671f\u5f85\u304c\u3042\u308a\u307e\u3059\u3002\u8a3c\u5238\u682a\u306b\u306f\u3001\u58f2\u8cb7\u4ee3\u91d1\u306e\u5897\u52a0\u3084\u8cc7\u672c\u5e02\u5834\u306e\u6d3b\u6cc1\u304c\u8ffd\u3044\u98a8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057\u3001\u7c73\u91d1\u5229\u4e0a\u6607\u3060\u3051\u3067\u65e5\u672c\u306e\u9280\u884c\u30fb\u8a3c\u5238\u682a\u304c\u5fc5\u305a\u4e0a\u6607\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4e16\u754c\u7684\u306a\u30ea\u30b9\u30af\u56de\u907f\u304c\u5f37\u307e\u308a\u3001TOPIX\u5168\u4f53\u304c\u5d29\u308c\u308b\u5c40\u9762\u3067\u306f\u3001\u91d1\u878d\u682a\u3082\u4e00\u7dd2\u306b\u58f2\u3089\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u78ba\u8a8d\u3057\u305f\u3044\u306e\u306f\u7d76\u5bfe\u7684\u306a\u4e0a\u6607\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u534a\u5c0e\u4f53\u682a\u3084\u65e5\u7d4c\u5e73\u5747\u3068\u6bd4\u3079\u305f\u76f8\u5bfe\u7684\u306a\u5f37\u3055\u3067\u3059\u3002\u534a\u5c0e\u4f53\u682a\u304c\u5f31\u3044\u306a\u304b\u3067\u3082\u9280\u884c\u30fb\u8a3c\u5238\u304c\u30d7\u30e9\u30b9\u570f\u3092\u7dad\u6301\u3057\u3001TOPIX\u304c\u65e5\u7d4c\u5e73\u5747\u3092\u4e0a\u56de\u308b\u306a\u3089\u3001\u8cc7\u91d1\u306e\u5206\u6563\u306f\u7d9a\u3044\u3066\u3044\u308b\u3068\u5224\u65ad\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

\u300c\u5185\u9700\u5168\u822c\u300d\u3088\u308a\u696d\u7e3e\u306e\u898b\u901a\u3057\u3084\u3059\u3055<\/h3>\n\n\n\n

\u91d1\u66dc\u306f\u30b5\u30fc\u30d3\u30b9\u696d\u304c\u4e0a\u6607\u7387\u30c8\u30c3\u30d7\u3067\u3057\u305f\u304c\u3001\u3053\u3053\u304b\u3089\u5185\u9700\u682a\u5168\u4f53\u306e\u4e0a\u6607\u3092\u60f3\u5b9a\u3059\u308b\u306e\u306f\u65e9\u8a08\u3067\u3059\u3002\u91d1\u5229\u4e0a\u6607\u306f\u501f\u5165\u30b3\u30b9\u30c8\u3092\u62bc\u3057\u4e0a\u3052\u308b\u305f\u3081\u3001\u5185\u9700\u4f01\u696d\u306b\u3068\u3063\u3066\u4e00\u5f8b\u306e\u8ffd\u3044\u98a8\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u8cc7\u91d1\u304c\u5411\u304b\u3044\u3084\u3059\u3044\u306e\u306f\u3001\u4fa1\u683c\u8ee2\u5ac1\u529b\u304c\u3042\u308a\u3001\u5229\u76ca\u306e\u898b\u901a\u3057\u304c\u6bd4\u8f03\u7684\u660e\u78ba\u3067\u3001AI\u30fb\u534a\u5c0e\u4f53\u682a\u307b\u3069\u9ad8\u3044\u6210\u9577\u671f\u5f85\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u306a\u3044\u4f01\u696d\u3067\u3059\u3002\u9031\u660e\u3051\u306f\u696d\u7a2e\u540d\u3060\u3051\u3067\u306a\u304f\u3001\u696d\u7e3e\u306e\u78ba\u5ea6\u3068\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u7d44\u307f\u5408\u308f\u305b\u304c\u9078\u5225\u8ef8\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u30c9\u30eb\u5186160\u5186\u53f0\u306f\u8f38\u51fa\u682a\u3078\u306e\u8ffd\u3044\u98a8\u3060\u3051\u3067\u306f\u306a\u3044<\/h3>\n\n\n\n

\u30c9\u30eb\u5186\u306f160.11\u5186\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u5186\u5b89\u306f\u81ea\u52d5\u8eca\u306a\u3069\u8f38\u51fa\u4f01\u696d\u306e\u5186\u63db\u7b97\u5229\u76ca\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3059\u304c\u3001\u4eca\u56de\u306f\u70ba\u66ff\u4ecb\u5165\u3078\u306e\u8b66\u6212\u3092\u5207\u308a\u96e2\u305b\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u8ca1\u52d9\u7701\u306b\u3088\u308b\u3068\u30017\u670830\u65e5\u304b\u30898\u670826\u65e5\u307e\u3067\u306e\u5916\u56fd\u70ba\u66ff\u5e73\u8861\u64cd\u4f5c\u984d\u306f\u904e\u53bb\u6700\u5927\u306e15\u51463,993\u5104\u5186\u3067\u3057\u305f\u3002\u3055\u3089\u306b\u7c73\u8ca1\u52d9\u9577\u5b98\u3082\u3001\u5186\u306e\u7121\u79e9\u5e8f\u306a\u5909\u52d5\u304c\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u5f37\u5236\u89e3\u6d88\u3092\u62db\u304d\u3001\u4e16\u754c\u5e02\u5834\u3092\u4e0d\u5b89\u5b9a\u5316\u3055\u305b\u308b\u53ef\u80fd\u6027\u306b\u8a00\u53ca\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u8ca1\u52d9\u7701\u306e\u516c\u8868\u8cc7\u6599<\/a><\/p>\n\n\n\n

160\u5186\u3092\u8d85\u3048\u308b\u5186\u5b89\u304c\u7d9a\u3051\u3070\u8f38\u51fa\u682a\u306b\u306f\u696d\u7e3e\u9762\u306e\u8ffd\u3044\u98a8\u3068\u306a\u308b\u4e00\u65b9\u3001\u4ecb\u5165\u304c\u5165\u308c\u3070\u5186\u304c\u6025\u53cd\u767a\u3057\u3001\u5186\u30ad\u30e3\u30ea\u30fc\u53d6\u5f15\u306e\u5dfb\u304d\u623b\u3057\u3092\u901a\u3058\u3066\u682a\u5f0f\u5e02\u5834\u5168\u4f53\u306e\u5909\u52d5\u304c\u5927\u304d\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30c9\u30eb\u5186\u306f\u65b9\u5411\u3060\u3051\u3067\u306a\u304f\u3001\u52d5\u304f\u901f\u5ea6\u3082\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u9031\u660e\u3051\u306b\u60f3\u5b9a\u3059\u308b4\u3064\u306e\u30b7\u30ca\u30ea\u30aa<\/h2>\n\n\n\n
\u30b7\u30ca\u30ea\u30aa<\/th>\u78ba\u8a8d\u3059\u308b\u52d5\u304d<\/th>\u5e02\u5834\u306e\u8aad\u307f\u65b9<\/th><\/tr>
AI\u30fb\u534a\u5c0e\u4f53\u304c\u53cd\u767a<\/td>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u304c\u5bc4\u308a\u5f8c\u306b\u56de\u5fa9\u3002\u7c732\u5e74\u50b5\u304c4.36\uff05\u3092\u4e0b\u56de\u308b<\/td>\u91d1\u5229\u4e0a\u6607\u306b\u3088\u308b\u77ed\u671f\u8abf\u6574\u3002AI\u9700\u8981\u3078\u306e\u8a55\u4fa1\u306f\u7dad\u6301<\/td><\/tr>
\u8cc7\u91d1\u306e\u5206\u6563\u304c\u7d9a\u304f<\/td>\u534a\u5c0e\u4f53\u306f\u5f31\u3044\u304c\u3001TOPIX\u3001\u9280\u884c\u3001\u8a3c\u5238\u3001\u696d\u7e3e\u682a\u304c\u5e95\u5805\u3044<\/td>\u534a\u5c0e\u4f53\u4e00\u6975\u96c6\u4e2d\u304b\u3089\u5e02\u5834\u5185\u90e8\u306e\u5faa\u74b0\u3078\u79fb\u884c<\/td><\/tr>
\u5168\u9762\u30ea\u30b9\u30af\u56de\u907f<\/td>\u534a\u5c0e\u4f53\u3001\u91d1\u878d\u3001TOPIX\u3001\u30b0\u30ed\u30fc\u30b9\u304c\u305d\u308d\u3063\u3066\u4e0b\u843d<\/td>\u696d\u7a2e\u9593\u306e\u79fb\u52d5\u3067\u306f\u306a\u304f\u3001\u682a\u5f0f\u5168\u4f53\u304b\u3089\u8cc7\u91d1\u304c\u9000\u907f<\/td><\/tr>
\u70ba\u66ff\u4e3b\u5c0e\u3067\u5909\u52d5\u62e1\u5927<\/td>\u30c9\u30eb\u5186\u304c160\u5186\u53f0\u3067\u6025\u5909\u3057\u3001\u4ecb\u5165\u8b66\u6212\u304c\u5f37\u307e\u308b<\/td>\u8f38\u51fa\u682a\u306e\u5186\u5b89\u6069\u6075\u3088\u308a\u30dd\u30b8\u30b7\u30e7\u30f3\u89e3\u6d88\u3092\u512a\u5148<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u9031\u660e\u3051\u306e\u57fa\u6e96\u3068\u3057\u3066\u3001\u65e5\u7d4c\u5e73\u5747\u306f\u91d1\u66dc\u5b89\u5024\u306e66,012.20\u5186\u3001TOPIX\u306f4,146.71\u3001\u30b0\u30ed\u30fc\u30b9250\u306f823.16\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u6d77\u5916\u3067\u306f\u7c732\u5e74\u50b54.36\uff05\u3001\u7c7310\u5e74\u50b54.728\uff05\u3001SOX\u306e11,469.66\u3001\u30c9\u30eb\u5186160.11\u5186\u304c\u51fa\u767a\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n

\u3053\u308c\u3089\u306f\u6a5f\u68b0\u7684\u306a\u652f\u6301\u7dda\u3084\u62b5\u6297\u7dda\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u91d1\u66dc\u306e\u5e02\u5834\u304c\u3069\u306e\u4f4d\u7f6e\u304b\u3089\u3001\u65b0\u3057\u3044\u6750\u6599\u3092\u3069\u306e\u7a0b\u5ea6\u7e54\u308a\u8fbc\u3080\u304b\u3092\u6bd4\u8f03\u3059\u308b\u305f\u3081\u306e\u57fa\u6e96\u3067\u3059\u3002<\/p>\n\n\n\n

\u305d\u306e\u5f8c\u306f\u3001\u7c73\u88fd\u9020\u696d\u30fb\u30b5\u30fc\u30d3\u30b9\u696d\u306e\u666f\u6cc1\u611f\u3001Broadcom\u6c7a\u7b97\u30019\u67084\u65e5\u306e\u7c73\u96c7\u7528\u7d71\u8a08\u304c\u6b21\u306e\u8ee2\u63db\u70b9\u306b\u306a\u308a\u307e\u3059\u3002Reuters\u8abf\u67fb\u3067\u306f\u30018\u6708\u306e\u975e\u8fb2\u696d\u90e8\u9580\u96c7\u7528\u8005\u6570\u306f5.8\u4e07\u4eba\u5897\u3001\u5931\u696d\u7387\u306f4.1\uff05\u304c\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u96c7\u7528\u304c\u5f37\u3051\u308c\u3070\u5229\u4e0a\u3052\u89b3\u6e2c\u304c\u4e00\u6bb5\u3068\u9ad8\u307e\u308a\u3001\u5f31\u3051\u308c\u3070\u91d1\u5229\u4e0a\u6607\u304c\u5dfb\u304d\u623b\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

Reuters\u30fb\u7fcc\u9031\u306e\u7c73\u5e02\u5834\u4e88\u5b9a<\/a><\/p>\n\n\n\n

\u7d50\u8ad6<\/h2>\n\n\n\n

\u91d1\u66dc\u306e\u65e5\u672c\u682a\u3067\u306f\u3001TOPIX\u3068\u30b0\u30ed\u30fc\u30b9250\u304c\u65e5\u7d4c\u5e73\u5747\u3092\u4e0a\u56de\u308a\u3001\u9280\u884c\u30fb\u8a3c\u5238\u3092\u542b\u3080\u8907\u6570\u306e\u696d\u7a2e\u3078\u8cb7\u3044\u304c\u5e83\u304c\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u534a\u5c0e\u4f53\u682a\u304c\u8abf\u6574\u3057\u305f\u5834\u5408\u306b\u3001\u53d7\u3051\u76bf\u3068\u306a\u308a\u5f97\u308b\u696d\u7a2e\u304c\u898b\u3048\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u3001\u6771\u4eac\u5e02\u5834\u306e\u7d42\u4e86\u5f8c\u306b\u3001\u7c73\u5229\u4e0a\u3052\u89b3\u6e2c\u3001\u77ed\u671f\u91d1\u5229\u3001\u30c9\u30eb\u3001SOX\u304c\u540c\u6642\u306b\u52d5\u304d\u307e\u3057\u305f\u3002\u9031\u660e\u3051\u306f\u3001\u3053\u306e\u65b0\u3057\u3044\u91d1\u5229\u74b0\u5883\u3092\u65e5\u672c\u682a\u304c\u521d\u3081\u3066\u672c\u683c\u7684\u306b\u7e54\u308a\u8fbc\u3080\u5834\u9762\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u534a\u5c0e\u4f53\u682a\u304c\u4e0b\u843d\u3057\u3066\u3082\u3001TOPIX\u3084\u91d1\u878d\u3001\u696d\u7e3e\u682a\u304c\u5e95\u5805\u3051\u308c\u3070\u3001\u8cc7\u91d1\u306f\u65e5\u672c\u682a\u304b\u3089\u5168\u9762\u7684\u306b\u629c\u3051\u305f\u306e\u3067\u306f\u306a\u304f\u3001\u5e02\u5834\u5185\u90e8\u3067\u79fb\u52d5\u3057\u3066\u3044\u308b\u3068\u5224\u65ad\u3067\u304d\u307e\u3059\u3002\u53cd\u5bfe\u306b\u3001\u9280\u884c\u30fb\u8a3c\u5238\u307e\u3067\u542b\u3081\u3066\u58f2\u3089\u308c\u308b\u5834\u5408\u306f\u3001\u5faa\u74b0\u7269\u8272\u3067\u306f\u306a\u304f\u30ea\u30b9\u30af\u56de\u907f\u306e\u5f37\u307e\u308a\u3092\u60f3\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

Take-home message<\/h3>\n\n\n\n
    \n
  • \u91d1\u66dc\u306e\u65e5\u672c\u682a\u306b\u306f\u7269\u8272\u306e\u5e83\u304c\u308a\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u30a6\u30a9\u30fc\u30b7\u30e5\u767a\u8a00\u5f8c\u306e\u91d1\u5229\u4e0a\u6607\u306f\u307e\u3060\u7e54\u308a\u8fbc\u3093\u3067\u3044\u307e\u305b\u3093\u3002<\/li>\n\n\n\n
  • NVIDIA\u3068SOX\u306e\u4e0b\u843d\u306f\u3001AI\u9700\u8981\u306e\u6d88\u5931\u3067\u306f\u306a\u304f\u3001\u91d1\u5229\u4e0a\u6607\u3068\u53ce\u76ca\u5316\u6642\u671f\u3092\u5de1\u308b\u9078\u5225\u3068\u3057\u3066\u5206\u3051\u3066\u8003\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n
  • \u9031\u660e\u3051\u306f\u6307\u6570\u306e\u65b9\u5411\u3068\u3068\u3082\u306b\u3001\u534a\u5c0e\u4f53\u682a\u304c\u8abf\u6574\u3057\u305f\u969b\u306e\u8cc7\u91d1\u304cTOPIX\u3001\u9280\u884c\u30fb\u8a3c\u5238\u3001\u696d\u7e3e\u682a\u3078\u5411\u304b\u3046\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

    8\u670828\u65e5\u306e\u65e5\u672c\u682a\u306f\u3001\u65e5\u7d4c\u5e73\u5747\u3060\u3051\u3067\u306a\u304fTOPIX\u3084\u30b0\u30ed\u30fc\u30b9\u5e02\u5834\u306b\u3082\u8cb7\u3044\u304c\u5e83\u304c\u308a\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u6771\u4eac\u5e02\u5834\u304c\u9589\u3058\u305f\u5f8c\u3001\u7c73\u56fd\u3067\u306f\u76f8\u5834\u306e\u524d\u63d0\u3092\u5909\u3048\u308b\u52d5\u304d\u304c\u8d77\u304d\u3066\u3044\u307e\u3059\u3002 \u30a6\u30a9\u30fc\u30b7\u30e5FRB\u8b70\u9577\u306e\u767a\u8a00\u3092\u53d7\u3051\u3066\u7c73\u56fd\u306e\u5229\u4e0a\u3052\u89b3\u6e2c\u304c\u5f37\u307e<\/p>\n","protected":false},"author":1,"featured_media":452,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jin_ogp_image_url":"","_jin_last_featured_id":0,"footnotes":""},"categories":[226],"tags":[31,158,225,154,223,216,49,222,224],"class_list":["post-451","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-226","tag-frb","tag-nvidia","tag-sox","tag-154","tag-223","tag-216","tag-49","tag-222","tag-224"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=451"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/451\/revisions"}],"predecessor-version":[{"id":453,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/451\/revisions\/453"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/452"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}