{"id":49176,"date":"2026-06-19T12:18:13","date_gmt":"2026-06-19T12:18:13","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/49176\/"},"modified":"2026-06-19T12:18:13","modified_gmt":"2026-06-19T12:18:13","slug":"%e3%83%97%e3%83%aa%e3%82%ba%e3%83%a0%e8%b6%8a%e3%81%97%e3%81%ab%e8%a6%8b%e3%82%8b%ef%bc%9a%e3%82%b3%e3%83%92%e3%83%ac%e3%83%b3%e3%83%88%e3%81%aeai%e5%85%89%e5%ad%a6%e9%96%a2%e9%80%a3%e6%a0%aa%e3%83%a9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/featured\/49176\/","title":{"rendered":"\u30d7\u30ea\u30ba\u30e0\u8d8a\u3057\u306b\u898b\u308b\uff1a\u30b3\u30d2\u30ec\u30f3\u30c8\u306eAI\u5149\u5b66\u95a2\u9023\u682a\u30e9\u30ea\u30fc\u3067\u3057\u305f"},"content":{"rendered":"\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u3001\u5149\u3092\u30ac\u30e9\u30b9\u306e\u4e2d\u3067\u52d5\u304b\u3059\u300c\u5730\u5473\u3060\u304c\u4e0d\u53ef\u6b20\u306a\u90e8\u54c1\u300d\u3092\u6570\u5341\u5e74\u306b\u308f\u305f\u308a\u624b\u304c\u3051\u3066\u304d\u305f\u4f01\u696d\u3067\u3057\u305f\u3002\u5de5\u5834\u5411\u3051\u30ec\u30fc\u30b6\u30fc\u30b7\u30b9\u30c6\u30e0\u3001\u30a8\u30f3\u30b8\u30cb\u30a2\u30fc\u30c9\u30fb\u30de\u30c6\u30ea\u30a2\u30eb\u3001\u901a\u4fe1\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5411\u3051\u5149\u5b66\u90e8\u54c1\u306a\u3069\u304c\u4e2d\u6838\u3067\u3057\u305f\u3002\u3053\u3053\u6570\u30ab\u6708\u3067\u3001\u5e02\u5834\u306f\u540c\u793e\u3092\u305d\u308c\u4ee5\u4e0a\u306e\u5b58\u5728\u3068\u3057\u3066\u8a55\u4fa1\u3057\u59cb\u3081\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>COHR\u306f\u3001\u8d77\u70b9\u306e\u53d6\u308a\u65b9\u306b\u3088\u3063\u3066<a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/coherent-surged-400-201-63-141506655.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u7d04350\uff5e520\uff05\u4e0a\u6607<\/a>\u3057\u30012026\u5e743\u6708\u306bS&amp;P500\u306b\u63a1\u7528\u3055\u308c\u3001\u73fe\u5728\u306f\u7d04427\u30c9\u30eb\u3067\u63a8\u79fb\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001<a href=\"https:\/\/www.marketwatch.com\/investing\/stock\/cohr\/analystestimates\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u5e73\u5747\u76ee\u6a19\u682a\u4fa1\uff08\u6982\u306d380\u30c9\u30eb\uff09<\/a>\u3092\u4e0a\u56de\u308b\u6c34\u6e96\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<script type=\"module\" src=\"https:\/\/widgets.tradingview-widget.com\/w\/en\/tv-ticker-tag.js\"><\/script>\n\n<tv-ticker-tag symbol=\"NYSE:COHR\"><\/tv-ticker-tag><br>\n\n\n\n<p>\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u682a\u4fa1\u306b\u306f\u3001\u518d\u78ba\u8a8d\u304c\u5fc5\u8981\u3067\u3057\u305f\u3002\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u76ee\u6a19\u682a\u4fa1\u3092\u4e0a\u56de\u3063\u3066\u53d6\u5f15\u3055\u308c\u308b\u306e\u306f\u4e00\u822c\u7684\u3067\u306f\u306a\u304f\u3001\u305d\u306e\u4e56\u96e2\u306f\u6295\u8cc7\u306e\u6027\u8cea\u3092\u5909\u3048\u3066\u3044\u307e\u3057\u305f\u3002\u5e02\u5834\u304c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30e2\u30c7\u30eb\u306b\u307e\u3060\u5341\u5206\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u306a\u3044\u7269\u8a9e\u3092\u5148\u56de\u308a\u3067\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u4e00\u65b9\u3067\u3001\u682a\u4fa1\u304c\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u3092\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u3067\u9032\u3093\u3067\u3057\u307e\u3063\u305f\u53ef\u80fd\u6027\u3082\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u5f93\u6765\u306e\u898b\u65b9\u306f\u5358\u7d14\u3067\u3057\u305f\u3002\u898b\u904e\u3054\u3055\u308c\u3066\u3044\u305f\u5149\u5b66\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3001\u8a55\u4fa1\u898b\u76f4\u3057\uff08\u30ea\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\uff09\u306e\u4f59\u5730\u304c\u3042\u308b\u3068\u3044\u3046\u3082\u306e\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u5c40\u9762\u306f\u3059\u3067\u306b\u4e00\u5de1\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u554f\u3044\u306f\u3088\u308a\u96e3\u3057\u304f\u3001\u30b3\u30d2\u30ec\u30f3\u30c8\u304cAI\u30a4\u30f3\u30d5\u30e9\u306e\u6226\u7565\u9298\u67c4\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u5e02\u5834\u304c\u5b9f\u8a3c\u306b\u5148\u884c\u3057\u3066\u682a\u4fa1\u3092\u62bc\u3057\u4e0a\u3052\u904e\u304e\u305f\u306e\u304b\u3001\u3068\u3044\u3046\u70b9\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Nvidia\u304c\u6570\u5b57\u3067\u793a\u3057\u3066\u3044\u307e\u3057\u305f<\/h2>\n\n\n\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u306e\u8a55\u4fa1\u3092\u5909\u3048\u305f\u518d\u5024\u4ed8\u3051\u306b\u306f\u3001\u660e\u78ba\u306a\u5f15\u304d\u91d1\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>2026\u5e743\u6708\u3001<a href=\"https:\/\/investor.nvidia.com\/news\/press-release-details\/2026\/NVIDIA-and-Coherent-Announce-Strategic-Partnership-to-Develop-Optics-Technology-to-Scale-Next-Generation-Data-Center-Architecture\/default.aspx\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Nvidia\u304c\u30b3\u30d2\u30ec\u30f3\u30c8\u306b20\u5104\u30c9\u30eb\u306e\u682a\u5f0f\u51fa\u8cc7<\/a>\u3092\u884c\u3044\u3001\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff08CPO\uff09\u304a\u3088\u3073\u5149\u56de\u8def\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u306b\u95a2\u3059\u308b\u8907\u6570\u5e74\u306e\u4f9b\u7d66\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u3088\u308a\u5e83\u3044\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u30012030\u5e74\u307e\u3067\u306b65\u5104\u30c9\u30eb\u8d85\u306b\u9054\u3059\u308b\u3068\u5831\u3058\u3089\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u4f9b\u7d66\u5951\u7d04\u3060\u3051\u3067\u3082\u6ce8\u76ee\u306b\u5024\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u51fa\u8cc7\u306b\u52a0\u3048\u3066\u751f\u7523\u80fd\u529b\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u4f34\u3046\u70b9\u306f\u3001\u3088\u308a\u5f37\u3044\u30b7\u30b0\u30ca\u30eb\u3067\u3057\u305f\u3002Nvidia\u306f\u5358\u306b\u767a\u6ce8\u3057\u305f\u306e\u3067\u306f\u306a\u304f\u3001\u4ee3\u66ff\u306e\u96e3\u3057\u3044\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u78ba\u4fdd\u3057\u306b\u3044\u3063\u305f\u683c\u597d\u3067\u3057\u305f\u3002\u307e\u305f\u3001\u5951\u7d04\u306b\u306f\u7c73\u56fd\u5185\u88fd\u9020\u3068R&amp;D\u306b\u95a2\u3059\u308b\u6587\u8a00\u3082\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u3084\u534a\u5c0e\u4f53\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u300c\u7523\u696d\u300d\u3067\u306f\u306a\u304f\u300c\u6226\u7565\u300d\u3068\u3057\u3066\u6271\u308f\u308c\u308b\u5c40\u9762\u3067\u306f\u91cd\u8981\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u300c\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u300d\u304b\u300c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d\u304b\u3068\u3044\u3046\u533a\u5225\u304c\u3001\u5e02\u5834\u306e\u898b\u65b9\u306e\u5909\u5316\u3092\u8aac\u660e\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u90e8\u54c1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u901a\u5e38\u3001\u6570\u91cf\u3068\u30de\u30fc\u30b8\u30f3\u3067\u8a55\u4fa1\u3055\u308c\u304c\u3061\u3067\u3057\u305f\u3002\u4e00\u65b9\u3001\u5e0c\u5c11\u6027\u306e\u9ad8\u3044\u30a4\u30f3\u30d5\u30e9\u4f9b\u7d66\u8005\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u5c06\u6765\u7684\u306b\u679c\u305f\u3059\u5f79\u5272\u3092\u80cc\u666f\u306b\u3001\u3088\u308a\u9ad8\u3044\u8a55\u4fa1\u3092\u5f97\u3084\u3059\u3044\u69cb\u9020\u3067\u3057\u305f\u3002\u5e02\u5834\u306f\u3001\u58f2\u4e0a\u69cb\u6210\u4e0a\u306f\u4f9d\u7136\u3068\u3057\u3066\u524d\u8005\u306e\u8272\u5408\u3044\u304c\u6fc3\u3044\u4f01\u696d\u306b\u3001\u5f8c\u8005\u306e\u67a0\u7d44\u307f\u3092\u9069\u7528\u3057\u59cb\u3081\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u5f37\u6c17\u3092\u652f\u3048\u308b\u6570\u5b57\u3082\u5b9f\u5728\u3057\u3066\u3044\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.coherent.com\/news\/press-releases\/third-quarter-fiscal-year-2026-results\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u30b3\u30d2\u30ec\u30f3\u30c8\u306e2026\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\uff082026\u5e745\u6708\u767a\u8868\uff09<\/a>\u306f\u3001\u9700\u8981\u306e\u5f37\u3055\u3068\u53ce\u76ca\u6027\u306e\u6539\u5584\u3092\u793a\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u540c\u793e\u306f2026\u5e74\u5ea6\u7b2c4\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u309219.1\u5104\uff5e20.5\u5104\u30c9\u30eb\u3068\u3057\u30012027\u5e74\u5ea6\u306e\u6210\u9577\u7387\u304c2026\u5e74\u5ea6\u3092\u4e0a\u56de\u308b\u3068\u306e\u898b\u901a\u3057\u3092\u793a\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u53d7\u6ce8\u6b8b\u306f2028\u5e74\u307e\u3067\u4f38\u3073\u3001\u5e74\u521d\u306b\u306f\u30d6\u30c3\u30af\u30fb\u30c8\u30a5\u30fb\u30d3\u30eb\u304c\u7d044\u500d\u3067\u63a8\u79fb\u3057\u305f\u3068\u3082\u6307\u6458\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u6307\u6a19\u306f\u3001\u3088\u308a\u9ad8\u3044\u8a55\u4fa1\u3092\u6b63\u5f53\u5316\u3059\u308b\u6750\u6599\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u540c\u6642\u306b\u3001\u5c06\u6765\u306e\u696d\u7e3e\u306b\u6c42\u3081\u3089\u308c\u308b\u57fa\u6e96\u3082\u5f15\u304d\u4e0a\u3052\u3066\u3044\u307e\u3057\u305f\u3002\u3059\u3067\u306b\u6210\u9577\u3092\u7e54\u308a\u8fbc\u3093\u3060\u682a\u4fa1\u3067\u3042\u308b\u4ee5\u4e0a\u3001\u9045\u5ef6\u3001\u30de\u30fc\u30b8\u30f3\u4f4e\u4e0b\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u60aa\u5316\u306f\u3001\u3088\u308a\u5927\u304d\u306a\u610f\u5473\u3092\u6301\u3061\u5f97\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u3069\u3053\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u305f\u304b<\/h2>\n\n\n\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u306e\u5f79\u5272\u306fAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5185\u90e8\u304b\u3089\u59cb\u307e\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>AI\u30af\u30e9\u30b9\u30bf\u30fc\u306f\u3001\u7d76\u3048\u305a\u30c7\u30fc\u30bf\u3092\u3084\u308a\u53d6\u308a\u3059\u308b\u6570\u5343\u500b\u306e\u30c1\u30c3\u30d7\u3067\u69cb\u6210\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u30c1\u30c3\u30d7\u304c\u9ad8\u901f\u5316\u3059\u308b\u306b\u3064\u308c\u3001\u5236\u7d04\u306f\u8a08\u7b97\u80fd\u529b\u304b\u3089\u30c7\u30fc\u30bf\u79fb\u52d5\u3078\u79fb\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u60c5\u5831\u306f\u3001\u901f\u5ea6\u3092\u843d\u3068\u3055\u305a\u3001\u904e\u5270\u306a\u96fb\u529b\u3092\u4f7f\u308f\u305a\u306b\u3001\u30c1\u30c3\u30d7\u9593\u3001\u30e9\u30c3\u30af\u9593\u3001\u3055\u3089\u306b\u306f\u5efa\u5c4b\u9593\u3092\u79fb\u52d5\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u305d\u3053\u3067\u91cd\u8981\u306b\u306a\u308b\u306e\u304c\u5149\u5b66\u3067\u3057\u305f\u3002\u30c7\u30fc\u30bf\u306f\u5149\u3068\u3057\u3066\u30ac\u30e9\u30b9\u30d5\u30a1\u30a4\u30d0\u30fc\u3092\u901a\u3063\u3066\u79fb\u52d5\u3057\u3001\u96fb\u6c17\u4fe1\u53f7\u3092\u5149\u306b\u5909\u63db\u3057\u3001\u518d\u3073\u96fb\u6c17\u306b\u623b\u3059\u90e8\u54c1\u3092\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u898f\u6a21\u3067\u4f9b\u7d66\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u5149\u63a5\u7d9a\u306f\u30b3\u30d2\u30ec\u30f3\u30c8\u306e\u62c5\u5f53\u9818\u57df\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u540c\u793e\u306fAI\u30e2\u30c7\u30eb\u3092\u4f5c\u3089\u305a\u3001\u30c1\u30c3\u30d7\u3092\u8a2d\u8a08\u305b\u305a\u3001\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3082\u904b\u55b6\u3057\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3002AI\u30a4\u30f3\u30d5\u30e9\u304c\u6a5f\u80fd\u3059\u308b\u305f\u3081\u306e\u5149\u5b66\u90e8\u54c1\u3092\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u5177\u4f53\u7684\u306b\u306f\u3001\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3001\u30ec\u30fc\u30b6\u30fc\u3001\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u90e8\u54c1\u306a\u3069\u3067\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u304a\u3088\u3073\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9593\u306e\u30c7\u30fc\u30bf\u79fb\u52d5\u306b\u4f7f\u308f\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u9700\u8981\u306e\u6d41\u308c\u306f\u76f4\u63a5\u7684\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u65b0\u3057\u3044AI\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u6570\u5341\u5104\u30c9\u30eb\u3092\u6295\u3058\u308b\u3068\u3001\u305d\u306e\u652f\u51fa\u306e\u4e00\u90e8\u306f\u5149\u5b66\u90e8\u54c1\u306e\u4f9b\u7d66\u8005\u306b\u5fc5\u305a\u6d41\u308c\u3001\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u5fc5\u8981\u306a\u91cf\u3068\u901f\u5ea6\u3067\u5bfe\u5fdc\u3067\u304d\u308b\u4f01\u696d\u306e\u300c\u77ed\u3044\u30ea\u30b9\u30c8\u300d\u306e\u4e00\u793e\u3067\u3057\u305f\u3002AI\u8a08\u7b97\u304c\u62e1\u5927\u3059\u308b\u307b\u3069\u30af\u30e9\u30b9\u30bf\u30fc\u3078\u306e\u30c1\u30c3\u30d7\u96c6\u7a4d\u306f\u9032\u307f\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30c7\u30fc\u30bf\u79fb\u52d5\u304c\u5897\u3048\u3066\u3001\u9ad8\u901f\u5149\u30ea\u30f3\u30af\u9700\u8981\u304c\u9ad8\u307e\u308a\u3001\u30b3\u30d2\u30ec\u30f3\u30c8\u306e\u3088\u3046\u306a\u4f9b\u7d66\u8005\u306e\u9700\u8981\u3092\u652f\u3048\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u4e0d\u53ef\u6b20\u3068\u898b\u306a\u3055\u308c\u308b\u3068\u3001\u88fd\u54c1\u306f\u7f6e\u304d\u63db\u3048\u306b\u304f\u304f\u306a\u308a\u5f97\u307e\u3057\u305f\u3002\u9ad8\u901f\u5149\u5b66\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u4e00\u591c\u306b\u3057\u3066\u8abf\u9054\u5148\u3092\u5909\u3048\u3089\u308c\u308b\u3088\u3046\u306a\u5358\u7d14\u306a\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u4f9b\u7d66\u8005\u306b\u306f\u898f\u6a21\u3001\u6280\u8853\u306e\u539a\u307f\u3001\u88fd\u9020\u80fd\u529b\u304c\u5fc5\u8981\u3067\u3057\u305f\u3002Nvidia\u304c\u767a\u6ce8\u3060\u3051\u3067\u306a\u304f\u51fa\u8cc7\u307e\u3067\u884c\u3063\u305f\u7406\u7531\u3082\u3001\u305d\u306e\u70b9\u3067\u8aac\u660e\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u305d\u308c\u3067\u3082\u3001\u7acb\u3061\u4f4d\u7f6e\u306f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u3068\u3069\u307e\u3063\u3066\u3044\u307e\u3057\u305f\u3002AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u304c\u5897\u3048\u308c\u3070\u6069\u6075\u3092\u53d7\u3051\u308b\u4e00\u65b9\u3001\u4ed6\u793e\u306e\u8a2d\u5099\u6295\u8cc7\u306e\u4e00\u90e8\u306b\u9023\u52d5\u3059\u308b\u300c\u4e00\u3064\u306e\u30ea\u30f3\u30af\u300d\u3067\u3042\u308b\u3053\u3068\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u305d\u3053\u304c\u9b45\u529b\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u30bb\u30f3\u30b7\u30c6\u30a3\u30d6\u306b\u306a\u308b\u7406\u7531\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u306a\u305cCPO\uff08\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff09\u304c\u91cd\u8981\u3060\u3063\u305f\u304b<\/h3>\n\n\n\n<p>Nvidia\u304c\u300c\u88fd\u54c1\u300d\u3060\u3051\u3067\u306a\u304f\u300c\u30a2\u30af\u30bb\u30b9\u300d\u3092\u6c42\u3081\u305f\u7406\u7531\u3092\u7406\u89e3\u3059\u308b\u306b\u306f\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u90e8\u306e\u5909\u5316\u3092\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30c1\u30c3\u30d7\u304c\u9ad8\u901f\u5316\u3059\u308b\u307b\u3069\u3001\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u8a08\u7b97\u304b\u3089\u63a5\u7d9a\u3078\u79fb\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u904e\u5270\u306a\u96fb\u529b\u3092\u71c3\u3084\u3055\u305a\u306b\u3001\u30c1\u30c3\u30d7\u9593\u3084\u30e9\u30c3\u30af\u9593\u3067\u30c7\u30fc\u30bf\u3092\u904b\u3076\u3053\u3068\u304c\u8ab2\u984c\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u96fb\u6c17\u4fe1\u53f7\u3092\u5149\u306b\u5909\u63db\u3059\u308b\u5f93\u6765\u578b\u306e\u30d7\u30e9\u30ac\u30d6\u30eb\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306f\u30b7\u30b9\u30c6\u30e0\u306e\u7aef\u306b\u4f4d\u7f6e\u3057\u3001\u96fb\u529b\u3068\u5b9f\u88c5\u5bc6\u5ea6\u306e\u9762\u3067\u5236\u7d04\u306b\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>CPO\u306f\u3001\u5149\u30a8\u30f3\u30b8\u30f3\u3092\u30b9\u30a4\u30c3\u30c1\u30c1\u30c3\u30d7\u306e\u3059\u3050\u96a3\u306b\u7f6e\u304f\u3053\u3068\u3067\u3001\u96fb\u6c17\u4fe1\u53f7\u304c\u79fb\u52d5\u3059\u308b\u8ddd\u96e2\u3068\u7121\u99c4\u306a\u96fb\u529b\u3092\u524a\u6e1b\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u72d9\u3044\u306f\u300c\u5149\u3092\u30b7\u30ea\u30b3\u30f3\u306b\u8fd1\u3065\u3051\u308b\u300d\u3053\u3068\u3067\u5171\u901a\u3057\u3066\u304a\u308a\u3001\u3044\u304f\u3064\u304b\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u4e26\u884c\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff08CPO\uff09\uff1a<\/strong>\u5149\u30a8\u30f3\u30b8\u30f3\u3092\u30b9\u30a4\u30c3\u30c1\u30c1\u30c3\u30d7\u306e\u96a3\u306b\u914d\u7f6e\u3057\u3001\u96fb\u529b\u640d\u5931\u3068\u4fe1\u53f7\u4f1d\u9001\u8ddd\u96e2\u3092\u7e2e\u5c0f\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/li>\n\n\n\n<li><strong>\u30cb\u30a2\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff1a<\/strong>\u30c1\u30c3\u30d7\u76f4\u8f09\u305b\u3067\u306f\u306a\u3044\u3082\u306e\u306e\u3001\u30a8\u30f3\u30b8\u30f3\u3092\u30c1\u30c3\u30d7\u8fd1\u508d\u3078\u79fb\u3057\u3001\u5b8c\u5168\u7d71\u5408\u3078\u306e\u4e2d\u9593\u6bb5\u968e\u3068\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/li>\n\n\n\n<li><strong>\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\uff1a<\/strong>\u5149\u6a5f\u80fd\u3092\u30b7\u30ea\u30b3\u30f3\u81ea\u4f53\u306b\u5b9f\u88c5\u3057\u3001\u91cf\u7523\u6642\u306e\u5c0f\u578b\u5316\u3068\u30b3\u30b9\u30c8\u4f4e\u4e0b\u3092\u72d9\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u30893\u3064\u3092\u4e0b\u652f\u3048\u3059\u308b\u306e\u304c\u3001\u30b7\u30ea\u30b3\u30f3\u3088\u308a\u3082\u767a\u5149\u306b\u512a\u308c\u308b\u534a\u5c0e\u4f53\u3067\u3042\u308b<a href=\"https:\/\/www.waferworld.com\/post\/inp-wafers-from-material-science-to-real-world-applications\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u30ea\u30f3\u5316\u30a4\u30f3\u30b8\u30a6\u30e0<\/a>\u7531\u6765\u306e\u767a\u5149\u90e8\u54c1\u3067\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u540c\u6750\u6599\u306e\u88fd\u9020\u80fd\u529b\u62e1\u5927\u3092\u6025\u3044\u3067\u304a\u308a\u3001\u307e\u3055\u306b\u3053\u306e\u5909\u5316\u306b\u7167\u6e96\u3092\u5408\u308f\u305b\u3066\u3044\u307e\u3057\u305f\u3002Nvidia\u3068\u306e\u53d6\u5f15\u304cCPO\u3092\u4e2d\u5fc3\u306b\u636e\u3048\u305f\u306e\u306f\u3001\u305d\u306e\u305f\u3081\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u6a5f\u4f1a\u306f\u5927\u304d\u3044\u4e00\u65b9\u3067\u3001\u305d\u306e\u591a\u304f\u306f\u307e\u3060\u5148\u306b\u3042\u308a\u307e\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u3088\u308c\u3070\u3001\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8CPO\u306e\u58f2\u4e0a\u5bc4\u4e0e\u306f2026\u5e74\u5f8c\u534a\u304b\u3089\u59cb\u307e\u308a\u3001\u30b9\u30b1\u30fc\u30eb\u30a2\u30c3\u30d7CPO\u306f2027\u5e74\u5f8c\u534a\u304c\u60f3\u5b9a\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u30de\u30eb\u30c1\u30ec\u30fc\u30eb\u30fb\u30b7\u30b9\u30c6\u30e0\u306f2027\u5e74\u521d\u982d\u304b\u3089\u5bc4\u4e0e\u3057\u3001\u71b1\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u88fd\u54c1\u306f\u540c\u5e74\u5f8c\u534a\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u540c\u793e\u306f\u3001\u3053\u308c\u3089\u306e<a href=\"https:\/\/seekingalpha.com\/article\/4883374-coherent-corp-cohr-discusses-photonics-innovation-and-data-center-communications-at-ofc\" target=\"_blank\" rel=\"noopener\" title=\"\">\u65b0\u30a8\u30f3\u30b8\u30f3\u304c\u30a2\u30c9\u30ec\u30b9\u53ef\u80fd\u5e02\u5834\u3092200\u5104\u30c9\u30eb\u8d85\u62bc\u3057\u4e0a\u3052\u308b\u53ef\u80fd\u6027<\/a>\u304c\u3042\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3057\u305f\u3002\u65e2\u5b58\u306e500\u5104\u30c9\u30eb\u8d85\u306e\u57fa\u76e4\u306b\u4e0a\u4e57\u305b\u3055\u308c\u308b\u3068\u3044\u3046\u898b\u7acb\u3066\u3067\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u3053\u308c\u306f2030\u5e74\u6642\u70b9\u306e\u63a8\u8a08\u3067\u3042\u308a\u3001\u73fe\u5728\u306e\u58f2\u4e0a\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u6a5f\u4f1a\u306e\u5927\u304d\u3055\u3068\u300c\u307e\u3060\u5148\u300d\u3067\u3042\u308b\u3053\u3068\u306f\u8868\u88cf\u4e00\u4f53\u3067\u3001\u73fe\u5728\u306e\u7d50\u679c\u3092\u8aad\u3080\u3068\u3044\u3046\u3088\u308a\u3001\u5b9f\u884c\u529b\u3078\u306e\u4fe1\u8a8d\u304c\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u5de6\u53f3\u3057\u3084\u3059\u3044\u69cb\u56f3\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30e2\u30c7\u30eb\u304c\u9045\u3044\u306e\u304b\u3001\u682a\u4fa1\u304c\u4f38\u3073\u5207\u3063\u305f\u306e\u304b<\/h2>\n\n\n\n<p>\u3053\u3053\u3067\u6295\u8cc7\u5bb6\u306e\u898b\u65b9\u304c\u5206\u304b\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u306e\u898b\u65b9\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u307e\u3060\u8ffd\u3044\u3064\u3044\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3082\u306e\u3067\u3057\u305f\u3002\u3053\u306e\u8ad6\u7406\u3067\u306f\u3001\u5e02\u5834\u306f\u30b3\u30d2\u30ec\u30f3\u30c8\u3092\u5358\u306a\u308b\u5faa\u74b0\u7684\u306a\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u4f9b\u7d66\u4f01\u696d\u3067\u306f\u306a\u304f\u3001AI\u30a4\u30f3\u30d5\u30e9\u6574\u5099\u306e\u4e00\u89d2\u3068\u3057\u3066\u3059\u3067\u306b\u8a8d\u8b58\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u7acb\u5834\u306e\u652f\u6301\u8005\u306f\u3001<a href=\"https:\/\/www.ebc.com\/forex\/coherent-stock-cohr-ai-optics-analyst-targets-nvidia-2026\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u76ee\u6a19\u682a\u4fa1\u306e\u5f15\u304d\u4e0a\u3052<\/a>\u3001Nvidia\u306e\u51fa\u8cc7\u3001\u5f37\u3044\u53d7\u6ce8\u6b8b\u3001\u5149\u63a5\u7d9a\u9818\u57df\u3067\u306e\u5f79\u5272\u3092\u6839\u62e0\u306b\u6319\u3052\u3066\u3044\u307e\u3057\u305f\u3002\u76ee\u6a19\u682a\u4fa1\u306f\u6025\u901f\u306b\u5207\u308a\u4e0a\u304c\u3063\u3066\u304a\u308a\uff082026\u5e74\u306b\u304b\u3051\u3066\u8907\u6570\u793e\u304c\u5f15\u304d\u4e0a\u3052\uff09\u3001J.P. Morgan\u3082\u3001CPO\u63a1\u7528\u306e\u9045\u308c\u61f8\u5ff5\u306f\u904e\u5927\u3060\u3068\u3057\u3064\u3064\u300c\u30aa\u30fc\u30d0\u30fc\u30a6\u30a7\u30a4\u30c8\u300d\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u4e8b\u696d\u306e\u69cb\u9020\u304c\u5909\u5316\u3057\u305f\u306e\u306a\u3089\u3001\u682a\u4fa1\u306f\u30e2\u30c7\u30eb\u3092\u7121\u8996\u3057\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30e2\u30c7\u30eb\u306b\u5148\u884c\u3057\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3082\u3046\u4e00\u65b9\u306f\u614e\u91cd\u3067\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u3042\u304f\u307e\u3067\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3067\u3001AI\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u81ea\u4f53\u3092\u652f\u914d\u3057\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u30a4\u30f3\u30d5\u30e9\u62e1\u5f35\u5c40\u9762\u3067\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u682a\u304c\u5927\u304d\u306a\u4fa1\u5024\u3092\u53d6\u308a\u306b\u884c\u3051\u308b\u4e00\u65b9\u3067\u3001\u30de\u30fc\u30b8\u30f3\u3001\u30bf\u30a4\u30df\u30f3\u30b0\u3001\u9700\u8981\u306e\u6301\u7d9a\u6027\u306b\u7591\u5ff5\u304c\u751f\u3058\u308c\u3070\u6025\u843d\u3057\u5f97\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u305f\u3081\u3001\u6700\u5927\u306e\u30ea\u30b9\u30af\u306f\u5b9f\u884c\u3067\u3057\u305f\u3002AI\u3078\u306e\u95a2\u5fc3\u304c\u8584\u308c\u308b\u3053\u3068\u304c\u4e0b\u843d\u306e\u5f15\u304d\u91d1\u306b\u306a\u308b\u3068\u306f\u9650\u3089\u305a\u3001\u5f31\u3044\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u751f\u7523\u80fd\u529b\u306e\u7acb\u3061\u4e0a\u3052\u9045\u308c\u3001\u30de\u30fc\u30b8\u30f3\u4f4e\u4e0b\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u60aa\u5316\u3001\u53d7\u6ce8\u6b8b\u306e\u51fa\u8377\u8ee2\u5316\u306e\u9045\u5ef6\u3068\u3044\u3063\u305f\u8981\u56e0\u304c\u5f15\u304d\u91d1\u306b\u306a\u308a\u5f97\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3053\u306e\u5bfe\u7acb\u3092\u5177\u4f53\u5316\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u8db3\u5143\u306e\u5229\u76ca\u306b\u5bfe\u3057\u3066\u9ad8\u3044\u500d\u7387\u3067\u53d6\u5f15\u3055\u308c\u3066\u304a\u308a\u3001\u6210\u9577\u304c\u8907\u5229\u7684\u306b\u7d9a\u304f\u3053\u3068\u3092\u524d\u63d0\u306b\u3057\u3066\u521d\u3081\u3066\u6574\u5408\u7684\u3067\u3057\u305f\u3002\u4e00\u65b9\u3067\u3001\u5229\u76ca\u304c\u4f38\u3073\u308b\u306b\u3064\u308c\u3066\u3001\u305d\u306e\u500d\u7387\u306f\u5c06\u6765\u63a8\u8a08\u306b\u5bfe\u3057\u3066\u6025\u901f\u306b\u4f4e\u4e0b\u3059\u308b\u69cb\u9020\u3067\u3082\u3042\u308a\u307e\u3057\u305f\u3002\u8a00\u3044\u63db\u3048\u308c\u3070\u3001\u682a\u4fa1\u306f\u3059\u3067\u306b\u524d\u8ff0\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304c\u5b9f\u73fe\u3055\u308c\u308b\u3053\u3068\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u4e21\u65b9\u304c\u540c\u6642\u306b\u6210\u308a\u7acb\u3061\u5f97\u308b\u305f\u3081\u3001\u682a\u4fa1\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306f\u300c\u5206\u304b\u308a\u3084\u3059\u3044\u300d\u3088\u308a\u300c\u8208\u5473\u6df1\u3044\u300d\u3082\u306e\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u30022\u3064\u306e\u898b\u65b9\u3092\u4e26\u3079\u308b\u3068\u6982\u306d\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><\/td><td>\u5f37\u6c17\u306e\u8aad\u307f<\/td><td>\u5f31\u6c17\u306e\u8aad\u307f<\/td><\/tr><tr><td>\u682a\u4fa1\u3068\u76ee\u6a19\u682a\u4fa1\u306e\u4e56\u96e2<\/td><td>\u73fe\u5b9f\u306e\u518d\u5024\u4ed8\u3051\u306b\u30e2\u30c7\u30eb\u304c\u9045\u308c\u3066\u3044\u307e\u3057\u305f<\/td><td>\u682a\u4fa1\u304c\u4e8b\u696d\u5b9f\u614b\u3088\u308a\u5148\u884c\u3057\u3066\u3044\u307e\u3057\u305f<\/td><\/tr><tr><td>Nvidia\u3068\u306e\u53d6\u5f15<\/td><td>\u691c\u8a3c\uff08\u30d0\u30ea\u30c7\u30fc\u30b7\u30e7\u30f3\uff09\u3068\u9700\u8981\u306e\u56f2\u3044\u8fbc\u307f\u3067\u3057\u305f<\/td><td>\u5358\u4e00\u9867\u5ba2\u3078\u306e\u4f9d\u5b58\u3067\u96c6\u4e2d\u30ea\u30b9\u30af\u3067\u3057\u305f<\/td><\/tr><tr><td>CPO\uff0f\u30de\u30eb\u30c1\u30ec\u30fc\u30eb\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/td><td>SAM\u306e\u4e0a\u7a4d\u307f\u3067\u6570\u5e74\u306e\u6210\u9577\u4f59\u5730\u3067\u3057\u305f<\/td><td>\u58f2\u4e0a\u306e\u591a\u304f\u304c\u672a\u691c\u8a3c\u3067\u3001\u5f8c\u534a\u504f\u91cd\u3067\u3057\u305f<\/td><\/tr><tr><td>\u4e0b\u65b9\u30c8\u30ea\u30ac\u30fc<\/td><td>AI\u6295\u8cc7\u306e\u5f8c\u9000\uff08\u5f53\u9762\u53ef\u80fd\u6027\u306f\u4f4e\u3044\uff09\u3067\u3057\u305f<\/td><td>\u30de\u30fc\u30b8\u30f3\u3084\u7acb\u3061\u4e0a\u3052\u3067\u56db\u534a\u671f\u304c\u4e00\u5ea6\u5d29\u308c\u308b\u3060\u3051\u3067\u3082\u5341\u5206\u3067\u3057\u305f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u771f\u306e\u4fa1\u5024\u3092\u793a\u3059\u8a3c\u62e0\u306f\u3001\u5e83\u7bc4\u306aAI\u30cb\u30e5\u30fc\u30b9\u304b\u3089\u306f\u51fa\u3066\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u7c97\u5229\u76ca\u7387\u3001\u751f\u7523\u80fd\u529b\u306e\u51fa\u8377\u8ee2\u63db\u3001\u51fa\u8377\u5b9f\u7e3e\u3001\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304b\u3089\u51fa\u3066\u304f\u308b\u3082\u306e\u3067\u3057\u305f\u3002\u6b21\u306e\u660e\u78ba\u306a\u5224\u65ad\u6750\u6599\u306f\u3001\u30b3\u30d2\u30ec\u30f3\u30c8\u304c2026\u5e74\u5ea6\u7b2c4\u56db\u534a\u671f\u3092\u767a\u8868\u3059\u308b2026\u5e748\u670813\u65e5\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u3082\u3046\u4e00\u3064\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u306e\u53ef\u80fd\u6027<\/h2>\n\n\n\n<p>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u6ce8\u76ee\u3092\u96c6\u3081\u308b\u4ee5\u524d\u3001\u5149\u5b66\u95a2\u9023\u4f01\u696d\u306e\u547d\u904b\u306f\u901a\u4fe1\uff08\u30c6\u30ec\u30b3\u30e0\uff09\u306e\u30b5\u30a4\u30af\u30eb\u306b\u5de6\u53f3\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u540c\u793e\u306e\u6b74\u53f2\u306e\u591a\u304f\u306e\u671f\u9593\u306b\u304a\u3044\u3066\u3001\u901a\u4fe1\u8a2d\u5099\u6295\u8cc7\u304c\u4e8b\u696d\u3092\u898f\u5b9a\u3059\u308b\u30b5\u30a4\u30af\u30eb\u3067\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u73fe\u5728\u3082\u3001\u96fb\u8a71\u3084\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u3092\u904b\u3076\u901a\u4fe1\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u652f\u3048\u308b\u4e2d\u6838\u6280\u8853\u306b\u4f9d\u62e0\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u540c\u6642\u306b\u3001AI\u306e\u7269\u8a9e\u3092\u727d\u5f15\u3059\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9593\u30ea\u30f3\u30af\u3082\u652f\u3048\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u305d\u306e\u6d41\u308c\u304b\u3089\u3001\u901a\u4fe1\u3092\u7b2c\u4e8c\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u3068\u3057\u3066\u671f\u5f85\u3059\u308b\u306e\u306f\u81ea\u7136\u3067\u3057\u305f\u3002\u7406\u5c48\u306f\u5358\u7d14\u3067\u3001\u901a\u4fe1\u30ad\u30e3\u30ea\u30a2\u306e\u6295\u8cc7\u304c\u56de\u5fa9\u3059\u308c\u3070\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30d6\u30fc\u30e0\u306b\u52a0\u3048\u3066\u9700\u8981\u6e90\u304c\u5897\u3048\u3001\u4e8b\u696d\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u6539\u5584\u3057\u3001\u5358\u4e00\u5e02\u5834\u3078\u306e\u4f9d\u5b58\u304c\u4e0b\u304c\u308b\u3068\u3044\u3046\u3082\u306e\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u30c7\u30fc\u30bf\u306f\u307e\u3060\u305d\u306e\u898b\u65b9\u3092\u652f\u6301\u3057\u3066\u3044\u307e\u305b\u3093\u3067\u3057\u305f\u3002Dell&#8217;Oro Group\u306f\u3001\u4e16\u754c\u306e\u901a\u4fe1\u8a2d\u5099\u6295\u8cc7\u304c<a href=\"https:\/\/www.delloro.com\/news\/worldwide-telecom-capex-to-decline-in-2026\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">2026\u5e74\u306b\u7d042\uff05\u6e1b\u5c11\u3057\u30012030\u5e74\u307e\u3067\u306eCAGR\u304c\u6982\u306d1\uff05<\/a>\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u4e8b\u696d\u8005\u306f\u30015G\u3068\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u3078\u306e\u5927\u898f\u6a21\u6295\u8cc7\u304c\u7d9a\u3044\u305f\u5f8c\u3067\u614e\u91cd\u3055\u3092\u4fdd\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u529b\u5f37\u3044\u56de\u5fa9\u3068\u3044\u3046\u3088\u308a\u3001\u65e2\u5b58\u8a2d\u5099\u306e\u6700\u9069\u5316\u3092\u512a\u5148\u3057\u3001\u65b0\u898f\u5bb9\u91cf\u306e\u5927\u5e45\u5897\u5f37\u3092\u6291\u3048\u308b\u300c\u7ba1\u7406\u3055\u308c\u305f\u6a2a\u3070\u3044\u300d\u306b\u8fd1\u3044\u59ff\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u305d\u308c\u3067\u3082\u901a\u4fe1\u3068\u306e\u63a5\u70b9\u304c\u6d88\u3048\u305f\u308f\u3051\u3067\u306f\u306a\u304f\u3001\u5f62\u3092\u5909\u3048\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u304c\u4f9b\u7d66\u3059\u308b\u9577\u8ddd\u96e2\u30fb\u30e1\u30c8\u30ed\u7cfb\u306e\u5149\u4f1d\u9001\u30a4\u30f3\u30d5\u30e9\u306f\u306a\u304a\u6210\u9577\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u6210\u9577\u306e\u6e90\u6cc9\u304c\u5909\u308f\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u5f93\u6765\u306e\u901a\u4fe1\u30ad\u30e3\u30ea\u30a2\u304c\u4e3b\u5f79\u3067\u306f\u306a\u304f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3084\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u304c\u9700\u8981\u306e\u591a\u304f\u3092\u727d\u5f15\u3057\u3066\u304a\u308a\u30012025\u5e74\u306e\u901a\u4fe1\u6a5f\u5668\u58f2\u4e0a\u6210\u9577\u306e\u7d04\u534a\u5206\u3092\u5360\u3081\u3066\u3044\u307e\u3057\u305f\u3002Dell&#8217;Oro\u306e\u5206\u6790\u8005\u306e\u67a0\u7d44\u307f\u3067\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u9700\u8981\u306f\u5faa\u74b0\u7684\u306a\u76f8\u6bba\u8981\u56e0\u3067\u306f\u306a\u304f\u3001\u4e3b\u8981\u30a8\u30f3\u30b8\u30f3\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u5206\u6563\uff08\u30c7\u30a3\u30d0\u30fc\u30b7\u30d5\u30a3\u30b1\u30fc\u30b7\u30e7\u30f3\uff09\u306e\u7269\u8a9e\u3092\u5f31\u3081\u3066\u3044\u307e\u3057\u305f\u3002\u6210\u9577\u304c\u4f38\u3073\u3066\u3044\u308b\u5149\u5b66\u652f\u51fa\u306e\u9818\u57df\u306b\u7d10\u3065\u304f\u306e\u306f\u826f\u3044\u30cb\u30e5\u30fc\u30b9\u3067\u3057\u305f\u304c\u3001\u6295\u8cc7\u5bb6\u304c\u60f3\u5b9a\u3059\u308b\u7b2c\u4e8c\u30a8\u30f3\u30b8\u30f3\u306f\u3001\u5b9f\u969b\u306b\u306f\u540c\u3058AI\u9700\u8981\u304c\u5225\u306e\u30e9\u30d9\u30eb\u3092\u307e\u3068\u3063\u305f\u3082\u306e\u306b\u8fd1\u3044\u69cb\u56f3\u3067\u3057\u305f\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u304c\u6e1b\u901f\u3059\u308c\u3070\u3001\u5225\u5efa\u3066\u306e\u901a\u4fe1\u30af\u30c3\u30b7\u30e7\u30f3\u306f\u671f\u5f85\u3057\u306b\u304f\u304f\u3001\u30b3\u30d2\u30ec\u30f3\u30c8\u3078\u306e\u6295\u8cc7\u306f\u901a\u4fe1\u306e\u6b74\u53f2\u304c\u793a\u5506\u3059\u308b\u4ee5\u4e0a\u306b\u96c6\u4e2d\u5ea6\u304c\u9ad8\u3044\u8ced\u3051\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h2 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class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u304c\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089AI\u30a4\u30f3\u30d5\u30e9\u9298\u67c4\u3078\u3068\u5909\u5316\u3057\u3064\u3064\u3042\u308b\u3053\u3068\u306f\u3001\u5b9f\u969b\u306e\u9032\u5c55\u306b\u88cf\u6253\u3061\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u682a\u4fa1\u306b\u306f\u305d\u306e\u697d\u89b3\u304c\u76f8\u5f53\u7a0b\u5ea6\u3059\u3067\u306b\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u3053\u304b\u3089\u306f\u3001AI\u6a5f\u4f1a\u306e\u5927\u304d\u3055\u4ee5\u4e0a\u306b\u3001\u30de\u30fc\u30b8\u30f3\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3001\u5b9f\u884c\u529b\u304c\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Tap for Trader Recap!<\/summary>\n<p><\/p>\n\n\n\n<p><strong>\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u4f55\u3092\u3057\u3066\u3044\u308b\u4f01\u696d\u3067\u3057\u305f\u304b\uff1f<\/strong><\/p>\n\n\n\n<p>\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u3001\u901a\u4fe1\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3001\u5de5\u5834\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u4f7f\u308f\u308c\u308b\u30ec\u30fc\u30b6\u30fc\u3001\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3001\u5149\u5b66\u90e8\u54c1\u3001\u95a2\u9023\u6280\u8853\u3092\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3057\u305f\u3002AI\u30a4\u30f3\u30d5\u30e9\u306b\u304a\u3051\u308b\u5f79\u5272\u306f\u3001\u30c1\u30c3\u30d7\u3001\u30e9\u30c3\u30af\u3001\u30b7\u30b9\u30c6\u30e0\u9593\u306e\u30c7\u30fc\u30bf\u79fb\u52d5\u3092\u9ad8\u901f\u5316\u3059\u308b\u652f\u63f4\u306b\u7d10\u3065\u3044\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p><strong>\u306a\u305c\u30b3\u30d2\u30ec\u30f3\u30c8\u306fAI\u6295\u8cc7\u5bb6\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3057\u305f\u304b\uff1f<\/strong><\/p>\n\n\n\n<p>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306f\u3001\u8a08\u7b97\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u5927\u578b\u5316\u3068\u8907\u96d1\u5316\u306b\u4f34\u3044\u3001\u9ad8\u901f\u306a\u5149\u63a5\u7d9a\u304c\u3088\u308a\u591a\u304f\u5fc5\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306f\u305d\u306e\u9700\u8981\u306e\u6069\u6075\u3092\u53d7\u3051\u5f97\u308b\u4f9b\u7d66\u8005\u306e\u4e00\u793e\u3067\u3042\u308a\u3001\u7279\u306bNvidia\u304c\u540c\u793e\u306b\u51fa\u8cc7\u3057\u3001\u8907\u6570\u5e74\u306e\u4f9b\u7d66\u5951\u7d04\u3092\u7d50\u3093\u3060\u3053\u3068\u304c\u6ce8\u76ee\u3092\u9ad8\u3081\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p><strong>\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff08CPO\uff09\u3068\u306f\u4f55\u3067\u3057\u305f\u304b\uff1f<\/strong><\/p>\n\n\n\n<p>CPO\u306f\u3001\u5149\u5b66\u90e8\u54c1\u3092\u30b9\u30a4\u30c3\u30c1\u30c1\u30c3\u30d7\u306b\u3088\u308a\u8fd1\u3065\u3051\u308b\u6280\u8853\u3067\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u96fb\u529b\u640d\u5931\u3092\u6e1b\u3089\u3057\u3001\u30c7\u30fc\u30bf\u79fb\u52d5\u3092\u6539\u5584\u3057\u3001AI\u30b7\u30b9\u30c6\u30e0\u306e\u9ad8\u5bc6\u5ea6\u5316\u3092\u652f\u3048\u5f97\u307e\u3057\u305f\u3002\u30b3\u30d2\u30ec\u30f3\u30c8\u306fCPO\u3092\u5c06\u6765\u306e\u6210\u9577\u9818\u57df\u306e\u4e00\u3064\u3068\u4f4d\u7f6e\u3065\u3051\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p><strong>\u306a\u305c\u30b3\u30d2\u30ec\u30f3\u30c8\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u7cbe\u67fb\u5bfe\u8c61\u3067\u3057\u305f\u304b\uff1f<\/strong><\/p>\n\n\n\n<p>\u682a\u4fa1\u304c\u6025\u4e0a\u6607\u3057\u3001\u5e73\u5747\u7684\u306a\u30a2\u30ca\u30ea\u30b9\u30c8\u76ee\u6a19\u3092\u4e0a\u56de\u3063\u3066\u63a8\u79fb\u3057\u3066\u3044\u305f\u305f\u3081\u3001\u6295\u8cc7\u5bb6\u306f\u5f37\u3044\u5c06\u6765\u6210\u9577\u3092\u3059\u3067\u306b\u7e54\u308a\u8fbc\u3093\u3067\u3044\u307e\u3057\u305f\u3002\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3092\u652f\u3048\u308b\u306b\u306f\u3001\u30de\u30fc\u30b8\u30f3\u306e\u5f37\u3055\u3001\u751f\u7523\u80fd\u529b\u306e\u51fa\u8377\u8ee2\u63db\u3001\u51fa\u8377\u5b9f\u7e3e\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u88cf\u4ed8\u3051\u304c\u5fc5\u8981\u3067\u3057\u305f\u3002<\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n\n\n<p><b>\u30c8\u30ec\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u59cb\u3081\u307e\u3057\u3087\u3046 &#8211; <a href=\"https:\/\/www.vtmarketsjp.com\/trade-now\/\">\u3053\u3053\u3092\u30af\u30ea\u30c3\u30af<\/a>\u3057\u3066VT Markets\u53e3\u5ea7\u3092\u958b\u8a2d<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6025\u9a30COHR\u3001Nvidia\u51fa\u8cc7\u3067AI\u5149\u5b66\u306e\u4e2d\u6838\u9298\u67c4\u3078\u8a55\u4fa1\u66ff\u3048\u3067\u3057\u305f\u3002\u4e00\u65b9\u3001\u682a\u4fa1\u306f\u76ee\u6a19\u682a\u4fa1\u8d85\u3048\u3067\u5148\u8d70\u308a\u611f\u3002\u52dd\u8ca0\u306fCPO\u91cf\u7523\u300140%\u53f0\u7c97\u5229\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u5275\u51fa\u30018\/13\u6c7a\u7b97\u6b21\u7b2c\u3067\u3057\u305f\u3002 &#8211; vtmarketsjp.com<\/p>\n","protected":false},"author":91,"featured_media":49175,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21,22],"tags":[],"class_list":["post-49176","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/49176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/users\/91"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/comments?post=49176"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/49176\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/media\/49175"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/media?parent=49176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/categories?post=49176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/tags?post=49176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}