{"id":46515,"date":"2026-05-06T14:47:58","date_gmt":"2026-05-06T14:47:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/46515\/"},"modified":"2026-05-06T14:47:58","modified_gmt":"2026-05-06T14:47:58","slug":"amd%e3%80%81ai%e9%96%a2%e9%80%a3%e6%b1%ba%e7%ae%97%e3%81%8c%e3%81%be%e3%81%a1%e3%81%be%e3%81%a1%e3%81%a8%e3%81%aa%e3%82%8b%e4%b8%ad%e3%81%a7%e5%85%88%e5%b0%8e%e3%80%80%e6%8a%95%e8%b3%87%e5%ae%b6","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/live-updates\/46515\/","title":{"rendered":"AMD\u3001AI\u95a2\u9023\u6c7a\u7b97\u304c\u307e\u3061\u307e\u3061\u3068\u306a\u308b\u4e2d\u3067\u5148\u5c0e\u3000\u6295\u8cc7\u5bb6\u306f\u30ca\u30b9\u30c0\u30c3\u30af100\u306e\u5bc4\u308a\u4ed8\u304d\u306e\u7a93\u958b\u3051\u4e0a\u6607\u304c\u7dad\u6301\u3067\u304d\u308b\u304b\u6ce8\u8996"},"content":{"rendered":"

AI\u95a2\u9023\u306e\u6c7a\u7b97\u306f\u307e\u3061\u307e\u3061\u3060\u3063\u305f\u3002AMD\u306f\u6700\u3082\u5f37\u3044\u5185\u5bb9\u3002SMCI\uff08Super Micro Computer\uff09\u306f\u58f2\u4e0a\u9ad8\u304c\u5e02\u5834\u4e88\u60f3\u306b\u5c4a\u304b\u306a\u304b\u3063\u305f\u4e00\u65b9\u3001\u5f37\u6c17\u306e\u898b\u901a\u3057\uff08\u30ac\u30a4\u30c0\u30f3\u30b9\uff09\u3092\u793a\u3057\u305f\u3002Navitas\u306f\u5c0f\u5e45\u306a\u5897\u53ce\u3068\u306a\u3063\u305f\u3002\u5e02\u5834\u306e\u6ce8\u76ee\u306f\u3001\u30ca\u30b9\u30c0\u30c3\u30af100\u6307\u6570\u304c\u5bc4\u308a\u4ed8\u304d\u306e\u4e0a\u7a93\uff08\u524d\u65e5\u7d42\u5024\u3088\u308a\u9ad8\u3044\u6c34\u6e96\u3067\u59cb\u307e\u308b\u3053\u3068\uff09\u3092\u7dad\u6301\u3067\u304d\u308b\u304b\u3001\u305d\u308c\u3068\u3082\u5bc4\u308a\u4ed8\u304d\u5f8c\u306b\u5931\u901f\uff08\u4e0a\u6607\u5206\u3092\u5410\u304d\u51fa\u3059\u52d5\u304d\uff09\u3059\u308b\u304b\u306b\u79fb\u308b\u3002<\/p>\n

AMD\u306f\u58f2\u4e0a\u9ad8\u304c\u7d04103\u5104\u30c9\u30eb\u3001\u975eGAAP\uff08\u7c73\u56fd\u4f1a\u8a08\u57fa\u6e96\u306e\u5f71\u97ff\u3092\u9664\u3044\u305f\u8abf\u6574\u5f8c\uff09EPS\uff081\u682a\u5f53\u305f\u308a\u5229\u76ca\uff09\u304c1.37\u30c9\u30eb\u3060\u3063\u305f\u3002\u7b2c2\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u306f\u7d04112\u5104\u30c9\u30eb\uff08\u00b13\u5104\u30c9\u30eb\uff09\u3001\u975eGAAP\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\uff08\u7c97\u5229\u7387\uff09\u306f\u7d0456%\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u90e8\u9580\u306e\u58f2\u4e0a\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd457%\u5897\u3002<\/p>\n

Key Earnings Takeaways<\/h3>\n

SMCI\u306fEPS\u306f\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u304c\u3001\u58f2\u4e0a\u9ad8\u306f\u4e0b\u56de\u3063\u305f\u3002\u7b2c4\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u3001\u58f2\u4e0a\u9ad8\u304c110\u5104\u301c125\u5104\u30c9\u30eb\u3001\u975eGAAP EPS\u304c0.65\u301c0.79\u30c9\u30eb\u3002<\/p>\n

Navitas\u306f\u58f2\u4e0a\u9ad8\u304c\u524d\u56db\u534a\u671f\u6bd418%\u5897\u306e860\u4e07\u30c9\u30eb\u3002\u7b2c2\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u306f\u7d041,000\u4e07\u30c9\u30eb\uff08\u00b150\u4e07\u30c9\u30eb\uff09\u3002<\/p>\n

\u30ca\u30b9\u30c0\u30c3\u30af100\u6307\u6570\u306f28,015\u3067\u5f15\u3051\u305f\u3002\u6ce8\u76ee\u306e\u30c6\u30af\u30cb\u30ab\u30eb\u6c34\u6e96\u3068\u3057\u306628,200\u300127,700\u300127,592\u301c27,822\u3001\u305d\u306e\u4e0b\u306e\u4e0b\u5024\u30e1\u30c9\u3068\u3057\u306627,300\u300127,000\u300126,400\u4ed8\u8fd1\u304c\u6319\u3052\u3089\u308c\u305f\u3002\u904e\u71b1\u306e\u30b5\u30a4\u30f3\u3068\u3057\u3066\u300128,200\u4ed8\u8fd1\u306e\u30c8\u30ec\u30f3\u30c9\u30e9\u30a4\u30f3\uff08\u4fa1\u683c\u306e\u6d41\u308c\u3092\u7d50\u3093\u3060\u7dda\uff09\u3068\u30011\u6642\u9593\u8db3\u306e\u30aa\u30b7\u30ec\u30fc\u30bf\u30fc\uff08\u5024\u52d5\u304d\u306e\u52e2\u3044\u3092\u6e2c\u308b\u6307\u6a19\uff09\u3067\u306e\u5f31\u6c17\u30c0\u30a4\u30d0\u30fc\u30b8\u30a7\u30f3\u30b9\uff08\u4fa1\u683c\u304c\u4e0a\u304c\u308b\u306e\u306b\u6307\u6a19\u304c\u4e0a\u304c\u3089\u306a\u3044\u4e56\u96e2\uff09\u304c\u793a\u3055\u308c\u305f\u3002\u4f8b\u3068\u3057\u3066\u30b9\u30c8\u30ad\u30e3\u30b9\u30c6\u30a3\u30af\u30b9RSI\uff08RSI\u3092\u57fa\u306b\u3057\u305f\u77ed\u671f\u306e\u904e\u71b1\u611f\u6307\u6a19\uff09\u304c\u6319\u3052\u3089\u308c\u308b\u3002<\/p>\n

\u4eca\u56de\u306eAI\u95a2\u9023\u6c7a\u7b97\u306f\u4e0a\u6607\u76f8\u5834\u304c\u7d9a\u304f\u53ef\u80fd\u6027\u3092\u793a\u3059\u304c\u3001\u9298\u67c4\u9078\u5225\u304c\u5fc5\u8981\u3060\u3002AMD\u306f\u3001AI\u9700\u8981\u306e\u6ce2\u304c\u5e83\u304f\u3001\u52dd\u8005\u304c1\u793e\u306b\u9650\u3089\u308c\u306a\u3044\u3053\u3068\u3092\u793a\u3057\u305f\u30022026\u5e745\u6708\u6642\u70b9\u306e\u696d\u754c\u5831\u544a\u3067\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\uff08\u4f01\u696d\u304c\u30b5\u30fc\u30d0\u30fc\u3084\u65bd\u8a2d\u306b\u6295\u3058\u308b\u652f\u51fa\uff09\u304c\u524d\u5e74\u540c\u671f\u6bd435%\u5897\u3068\u3055\u308c\u3001AMD\u306e\u6210\u9577\u898b\u901a\u3057\u3092\u652f\u3048\u308b\u3002<\/p>\n

AMD\u306f\u3001\u6c7a\u7b97\u524d\u306b\u5e02\u5834\u304c\u7e54\u308a\u8fbc\u3093\u3067\u3044\u305f\u60f3\u5b9a\u5909\u52d5\u7387\uff08\u30aa\u30d7\u30b7\u30e7\u30f3\u5e02\u5834\u304c\u898b\u8fbc\u3080\u682a\u4fa1\u5909\u52d5\u306e\u5927\u304d\u3055\uff09\u3092\u4e0a\u56de\u308b\u4e0a\u6607\u3068\u306a\u308a\u3001\u77ed\u671f\u7684\u306a\u53cd\u5fdc\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u53ef\u80fd\u6027\u3092\u793a\u3059\u30022025\u5e74\u521d\u982d\u306b\u3082\u3001\u6c7a\u7b97\u4e0a\u632f\u308c\u5f8c\u306b\u6570\u9031\u9593\u306e\u4e0a\u6607\u304c\u7d9a\u3044\u305f\u4f8b\u304c\u3042\u3063\u305f\u3002\u30b3\u30fc\u30eb\uff08\u8cb7\u3046\u6a29\u5229\uff09\u306e\u30ed\u30f3\u30b0\u3092\u6301\u3064\u6295\u8cc7\u5bb6\u306f\u3001420\u301c426\u30c9\u30eb\u306e\u4e0a\u5024\u62b5\u6297\u5e2f\uff08\u30ec\u30b8\u30b9\u30bf\u30f3\u30b9\uff09\u4ed8\u8fd1\u3067\u4e00\u90e8\u5229\u76ca\u78ba\u5b9a\u3092\u691c\u8a0e\u3057\u5f97\u308b\u304c\u3001\u57fa\u8abf\u306f\u5f37\u3044\u3002<\/p>\n

Market Levels To Watch<\/h3>\n

SMCI\u306f\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\uff08\u696d\u7e3e\u306a\u3069\u306e\u57fa\u790e\u8981\u56e0\uff09\u3068\u3044\u3046\u3088\u308a\u3001\u30e2\u30e1\u30f3\u30bf\u30e0\uff08\u52e2\u3044\uff09\u306e\u8272\u304c\u5f37\u3044\u3002\u5f37\u3044\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u5f31\u3044\u58f2\u4e0a\u9ad8\u3092\u4e0a\u56de\u3063\u3066\u6750\u6599\u8996\u3055\u308c\u305f\u3002\u30aa\u30d7\u30b7\u30e7\u30f3\u5e02\u5834\u3067\u3082\u9031\u6b21\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u30a4\u30f3\u30d7\u30e9\u30a4\u30c9\u30fb\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff08\u4e88\u60f3\u5909\u52d5\u7387\uff09\u304c\u9ad8\u6b62\u307e\u308a\u3057\u3066\u304a\u308a\u300130.50\u30c9\u30eb\u306e\u91cd\u8981\u6c34\u6e96\u3092\u4e2d\u5fc3\u306b\u5927\u304d\u304f\u52d5\u304f\u524d\u63d0\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u591a\u3044\u3053\u3068\u3092\u793a\u3059\u3002\u91d1\u66dc\u306e\u6e80\u671f\u307e\u3067\u3053\u306e\u4e0b\u5024\u652f\u6301\uff08\u30b5\u30dd\u30fc\u30c8\uff09\u304c\u7dad\u6301\u3055\u308c\u308c\u3070\u3001\u30ac\u30f3\u30de\u30fb\u30b9\u30af\u30a4\u30fc\u30ba\uff08\u30aa\u30d7\u30b7\u30e7\u30f3\u306e\u30d8\u30c3\u30b8\u53d6\u5f15\u304c\u8cb7\u3044\u3092\u8a98\u767a\u3057\u3001\u4fa1\u683c\u4e0a\u6607\u304c\u52a0\u901f\u3059\u308b\u73fe\u8c61\uff09\u3067\u4e0a\u632f\u308c\u3057\u5f97\u308b\u3002<\/p>\n

Navitas\u306f\u6750\u6599\u682a\u3068\u3057\u3066\u30ec\u30f3\u30b8\uff08\u4e00\u5b9a\u7bc4\u56f2\uff09\u306b\u3068\u3069\u307e\u3063\u3066\u3044\u308b\u3002\u3053\u306e\u305f\u3081\u3001\u30ec\u30f3\u30b8\u76f8\u5834\u5411\u3051\u306e\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u6226\u7565\u304c\u4f7f\u3044\u3084\u3059\u3044\u3002\u4f8b\u3048\u3070\u3001\u30a2\u30a4\u30a2\u30f3\u30fb\u30b3\u30f3\u30c9\u30eb\uff08\u30ec\u30f3\u30b8\u5185\u63a8\u79fb\u3092\u60f3\u5b9a\u3057\u3001\u4e0a\u4e0b\u306b\u96e2\u308c\u305f\u6a29\u5229\u884c\u4f7f\u4fa1\u683c\u3067\u30b3\u30fc\u30eb\u3068\u30d7\u30c3\u30c8\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u6226\u7565\uff09\u3092\u300114\u301c20\u30c9\u30eb\u306e\u30c1\u30e3\u30cd\u30eb\uff08\u4e0a\u4e0b\u306e\u5e2f\uff09\u5916\u5074\u306b\u8a2d\u5b9a\u3059\u308b\u65b9\u6cd5\u304c\u3042\u308b\u3002\u9ad8\u51fa\u529b\u5206\u91ce\u3067\u306e\u4f38\u3073\u306f\u524d\u5411\u304d\u3060\u304c\u3001\u51fa\u6765\u9ad8\uff08\u58f2\u8cb7\u91cf\uff09\u3092\u4f34\u3046\u4e0a\u653e\u308c\u304c\u78ba\u8a8d\u3067\u304d\u308b\u307e\u3067\u306f\u3001\u65b9\u5411\u6027\u306b\u8ced\u3051\u308b\u53d6\u5f15\u306f\u907f\u3051\u305f\u3044\u3002<\/p>\n

\u30ca\u30b9\u30c0\u30c3\u30af100\u6307\u6570\u306f\u91cd\u8981\u5c40\u9762\u306b\u3042\u308b\u3002VIX\uff08CBOE\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u6307\u6570\uff1dS&P500\u306e\u4e88\u60f3\u5909\u52d5\u7387\u3092\u793a\u3059\u6307\u6a19\uff09\u306f\u73fe\u572813\u8fd1\u8fba\u3067\u30012025\u5e74\u5f8c\u534a\u306e\u6025\u9a30\u5c40\u9762\u4ee5\u6765\u306e\u4f4e\u6c34\u6e96\u3067\u3042\u308a\u3001\u5e02\u5834\u306e\u8b66\u6212\u611f\u304c\u8584\u3044\u3053\u3068\u3092\u793a\u3059\u3002\u8cb7\u3044\u304c\u9ad8\u5bc4\u308a\u3092\u652f\u3048\u3089\u308c\u306a\u3044\u5834\u5408\u3001\u300c\u30ae\u30e3\u30c3\u30d7\u30a2\u30c3\u30d7\u5f8c\u306b\u5931\u901f\u300d\u3057\u3084\u3059\u3044\u3002<\/p>\n

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