{"id":34054,"date":"2026-02-05T21:06:09","date_gmt":"2026-02-05T12:06:09","guid":{"rendered":"https:\/\/yukimama.net\/fks\/?p=34054"},"modified":"2026-02-05T21:06:09","modified_gmt":"2026-02-05T12:06:09","slug":"saasdead-aicapex","status":"publish","type":"post","link":"https:\/\/yukimama.net\/fks\/saasdead-aicapex\/","title":{"rendered":"SaaS\u304c4\u306b\u307e\u3057\u305f\uff01Google27\u5146\u5186\u6295\u8cc7\u3067\u59cb\u307e\u308b\u300c\u30bd\u30d5\u30c8\u2192\u30cf\u30fc\u30c9\u300d\u5927\u79fb\u52d5\u3068\u3001\u4eca\u5e74\u4ed5\u8fbc\u3080\u3079\u304d\u300cAI\u52dd\u3061\u7d44\u300d4\u3064\u306e\u30ec\u30a4\u30e4\u30fc\/2\u67085\u65e5"},"content":{"rendered":"SaaS\u304c4\u306b\u307e\u3057\u305f\u2026\u3068\u3044\u3046\u308f\u3051\u3067\u3001\u4eca\u5e74\u306e\u7c73\u56fd\u682a\u5f0f\u5e02\u5834\u306f\u6307\u6570\u30d9\u30fc\u30b9\u3067\u4e0a\u5024\u306e\u91cd\u3044\u5c55\u958b\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002\u7a4d\u307f\u7acb\u3066\u52e2\u306b\u3068\u3063\u3066\u306f\u8f9b\u30441\u5e74\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u8010\u3048\u3066\u8010\u3048\u3066\u8010\u3048\u3066\u7a4d\u307f\u7acb\u3066\u307e\u3057\u3087\u3046\u3002<br 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class=\"red\">\u300e\u5951\u7d04ID\u6570\u304c10\u5206\u306e1\u306b\u306a\u308b\u300f<\/span>\u30ea\u30b9\u30af\u304c\u3042\u308b<\/span>\u3068\u3044\u3046\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u4eca\u5f8c\u3001\u9ad8\u6027\u80fd\u306a\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u51fa\u3066\u304f\u308c\u3070\u3002\u5834\u5408\u306b\u3088\u3063\u3066\u306f1\/100\u3050\u3089\u3044\u306b\u306a\u308b\u3053\u3068\u3060\u3063\u3066\u3042\u308a\u5f97\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead.png\" alt=\"\" width=\"1200\" height=\"896\" class=\"alignnone size-full wp-image-34057\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead.png 1200w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead-450x336.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead-1024x765.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead-241x180.png 241w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead-768x573.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead-429x320.png 429w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/saasdead-857x640.png 857w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><h4 id=\"e585b7e4bd93e4be8befbc9ageminie381abe38288e3828be6a5ade58b99e4bba3e69bbf-4\">&#x1f4a1;\u5177\u4f53\u4f8b\uff1aGemini\u306b\u3088\u308b\u696d\u52d9\u4ee3\u66ff<\/h4>X\u3067\u306f\u3001100\u679a\u306e\u540d\u523a\u308460\u679a\u306e\u9818\u53ce\u66f8\u3092\u52d5\u753b\u64ae\u5f71\u3059\u308b\u3060\u3051\u3067\u3001\u308f\u305a\u304b\u6570\u5206\u3067\u5b8c\u74a7\u306b\u30ea\u30b9\u30c8\u5316\u30fb\u30c7\u30fc\u30bf\u5316\u304c\u5b8c\u4e86\u3059\u308b\u3068\u3044\u3046\u4e8b\u4f8b\u304c\u7d39\u4ecb\u3055\u308c\u3066\u3044\u307e\u3057\u305f&#x1f447;<br \/>\r\n<br \/>\r\n<blockquote class=\"twitter-tweet\"><p lang=\"ja\" dir=\"ltr\">100\u679a\u306e\u540d\u523a\u308460\u679a\u306e\u9818\u53ce\u66f8\u30925\u5206\u3067\u30ea\u30b9\u30c8\u5316\u3067\u304d\u308bGemini\u304c\u51c4\u3044\u3002\u5199\u771f\u3067\u306f\u306a\u304f\u3001\u52d5\u753b\u64ae\u5f71\u3057\u3066\u30ea\u30b9\u30c8\u5316\u3057\u3066\u3082\u3089\u3046\u6d41\u308c\u3002\u5bb6\u8a08\u7c3f\u3092\u4f5c\u3063\u3066\u308b\u4eba\u3082\u30ec\u30b7\u30fc\u30c8\u8aad\u307f\u8fbc\u3081\u3070\u3059\u3050\u7d42\u308f\u308b\u3002\u30b9\u30d4\u30fc\u30c9\u304c\u901f\u3059\u304e\u308b\u885d\u6483\u3067\u30e1\u30ac\u30cd\u5272\u308c\u305f\u3002\u8a73\u3057\u3044\u3084\u308a\u65b9\u3092\u8aac\u660e\u3057\u307e\u3059\u3002 <a href=\"https:\/\/t.co\/MY5R61UYNH\">pic.twitter.com\/MY5R61UYNH<\/a><\/p>&mdash; \u30aa\u30af\u30b7\u30f3 (@OKU_MAYA) <a href=\"https:\/\/twitter.com\/OKU_MAYA\/status\/2019153993428045960?ref_src=twsrc%5Etfw\">February 4, 2026<\/a><\/blockquote> <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><br \/>\r\n\u3064\u307e\u308a\u3001\u3053\u308c\u307e\u3067\u300e\u5bb6\u8a08\u7c3f\u30a2\u30d7\u30ea\u300f\u3084\u300e\u7d4c\u8cbb\u7cbe\u7b97SaaS\u300f\u306b\u6708\u984d\u6599\u91d1\u3092\u6255\u3044\u3001\u624b\u5165\u529b\u3057\u3066\u3044\u305f\u4f5c\u696d\u304c\u4e00\u77ac\u3067\u81ea\u52d5\u5316\u304b\u3064\u7121\u511f\u5316\u3055\u308c\u308b\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"blue\">\u300e\u306a\u3093\u3068\u306a\u304f\u4fbf\u5229\u3060\u304b\u3089\u300f<\/span>\u3067\u5951\u7d04\u3055\u308c\u3066\u3044\u305f\u30c4\u30fc\u30eb\u306f\u89e3\u7d04\u3055\u308c\u3001AI\u306b\u7d71\u5408\u3055\u308c\u308b<\/span>\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u500b\u4eba\u60c5\u5831\u4fdd\u8b77\u306a\u3069\u306e\u9762\u3067AI\u306f\u8ab2\u984c\u3092\u6b8b\u3057\u307e\u3059\u304c\u3001\u305d\u308c\u3089\u304c\u30af\u30ea\u30a2\u3055\u308c\u308c\u3070\u3001\u3082\u306f\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3001SaaS\u306e\u5927\u534a\u304c\u5fc5\u8981\u306a\u304f\u306a\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u3088\u3046\u306b<span class=\"b\">\u5c06\u6765\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u4e88\u6e2c\u304c\u4e0d\u900f\u660e\u306b\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u6295\u8cc7\u5bb6\u306f\u9ad8\u3044PER\u3092\u8a31\u5bb9\u3067\u304d\u306a\u304f\u306a\u308a<\/span>\u3001\u682a\u4fa1\u306f\u5fc5\u7136\u7684\u306b\u9069\u6b63\u6c34\u6e96\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u5727\u7e2e\uff09\u3078\u3068\u5411\u304b\u3044\u3001SaaS\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u9298\u67c4\u306f\u30dc\u30b3\u30dc\u30b3\u306b\u58f2\u3089\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h2 id=\"aie79bb8e5a0b4e381afe7b582e3828fe38289e381aae38184efbc81e383a1e382ace38386e38383e382afe381aee8a8ade58299e68a95e8b387-5\">AI\u76f8\u5834\u306f\u7d42\u308f\u3089\u306a\u3044\uff01\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u8a2d\u5099\u6295\u8cc7<\/h2>SaaS\u304c\u99c6\u9010\u3055\u308c\u308b\u306e\u3067\u3042\u308c\u3070\u3001SaaS\u4f01\u696d\u306b\u5229\u7528\u3057\u3066\u3044\u305f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\uff08Azure\u3001AWS\u3001Google cloud\uff09\u306e\u58f2\u4e0a\u304c\u6e1b\u308b\u3068\u3044\u3046\u61f8\u5ff5\u304b\u3089\u3001AI\u534a\u5c0e\u4f53\u9298\u67c4\u3082\u58f2\u3089\u308c\u3066\u3057\u307e\u3044\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\nAI\u304c\u5f37\u3044\u306e\u306f\u5206\u304b\u308b\u3051\u3069\u3001<span class=\"b\"><span class=\"bd-yellow\">SaaS\u304c\u99c6\u9010\u3055\u308c\u3066\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u304c\u6e1b\u3063\u305f\u3089\u540c\u3058\u3060\u3088\u306d\u3068\u3044\u3046\u3001\u30ab\u30cb\u30d0\u30ea\u30ba\u30e0\uff08\u98df\u3044\u5408\u3044\uff09\u61f8\u5ff5<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3057\u3001AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u306f\u300e\u30d0\u30d6\u30eb\u300f\u3067\u306f\u306a\u304f\u3001\u5b9f\u9700\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3092\u88cf\u4ed8\u3051\u308b\u306e\u304c\u3001\u30e1\u30ac\u30c6\u30c3\u30af\uff08\u5de8\u5927IT\u4f01\u696d\uff09\u306b\u3088\u308bCapEx\uff08\u8a2d\u5099\u6295\u8cc7\uff09\u306e\u6570\u5b57\u3068\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u76f8\u5909\u308f\u3089\u305a\u5e02\u5834\u3067\u306f\u300eAI\u6295\u8cc7\u306f\u904e\u5270\u3067\u306f\u306a\u3044\u304b\uff1f\u300f\u3068\u3044\u3046\u61f8\u5ff5\u304c\u3042\u308a\u307e\u3059\u304c\u3001<span class=\"b\">\u5148\u6708\u672b\u304b\u3089\u4eca\u9031\u306b\u304b\u3051\u3066\u306e\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u6c7a\u7b97\u304c\u793a\u3057\u305f\u306e\u306f\u3001\u305d\u306e\u61f8\u5ff5\u3092\u5632\u7b11\u3046\u304b\u306e\u3088\u3046\u306a<span class=\"blue\">\u300e\u6295\u8cc7\u306e\u518d\u52a0\u901f\u300f<\/span><\/span>\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e9a99ae795b0e79a84e381aa2026e5b9b4-capexe382ace382a4e38380e383b3e382b9-6\">\u9a5a\u7570\u7684\u306a2026\u5e74 CapEx\u30ac\u30a4\u30c0\u30f3\u30b9<\/h4>\u5404\u793e\u304c\u767a\u8868\u3057\u305f\u8a2d\u5099\u6295\u8cc7\u984d\u306f\u3001\u5e02\u5834\u4e88\u60f3\u3092\u9065\u304b\u306b\u8d85\u3048\u3001\u56fd\u5bb6\u4e88\u7b97\u30ec\u30d9\u30eb\u306e\u898f\u6a21\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2460\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\uff08GOOGL\uff09<\/span><br \/>\r\n\u4e88\u60f3\uff1a1,153\u5104\u30c9\u30eb\u2192\u8a08\u753b\uff1a<span class=\"b\">1,800\u5104\u30c9\u30eb<\/span>\uff08\u7d0427\u5146\u5186\uff09<br \/>\r\n&#x26a0;&#xfe0f;\u4e88\u60f3\u6bd4\u3067+647\u5104\u30c9\u30eb\uff08+56\uff05\uff09\u306e\u885d\u6483\u2192\u4eca\u5e74\u7d0410\u5146\u5186\u306e\u4e0a\u7a4d\u307f<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2461\u30c6\u30b9\u30e9\uff08TSLA\uff09<\/span><br \/>\r\n\u4e88\u60f3\uff1a109\u5104\u30c9\u30eb\u2192\u8a08\u753b\uff1a<span class=\"b\">200\u5104\u30c9\u30eb\u4ee5\u4e0a<\/span>\uff08\u7d043\u5146\u5186\u8d85\uff09<br \/>\r\n&#x26a0;&#xfe0f;\u7d042\u500d\uff08+84\uff05\uff09\u3078\u6025\u5897\u2192AI\/\u30ed\u30dc\u30bf\u30af\u30b7\u30fc\u3078\u5168\u529b\u6295\u7403<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2462\u30e1\u30bf\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08META\uff09<\/span><br \/>\r\n\u4e88\u60f3\uff1a1,099\u5104\u30c9\u30eb\u2192\u8a08\u753b\uff1a<span class=\"b\">1,250\u5104\u30c9\u30eb<\/span>\uff08\u7d0419\u5146\u5186\uff09<br \/>\r\n&#x1f4c8; +151\u5104\u30c9\u30eb\uff08+14\uff05\uff09\u2192\u5805\u5b9f\u306b\u4e88\u60f3\u8d85\u3048<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2463\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff08MSFT\uff09<\/span><br \/>\r\n\u76f4\u8fd1\u56db\u534a\u671f\u5b9f\u7e3e\uff1a375\u5104\u30c9\u30eb\uff08\u7d045.6\u5146\u5186\uff09<br \/>\r\n\u2192\u56db\u534a\u671f\uff0810-12\u6708\uff09\u3060\u3051\u3067\u4e88\u60f3\u309232\u5104\u30c9\u30eb\u4e0a\u56de\u308b\u30da\u30fc\u30b9\u306e\u8a2d\u5099\u6295\u8cc7<br \/>\r\n<br \/>\r\n\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306e2026\u5e74\uff081\u301c12\u6708\uff09\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u306f1,750\u301c1,850\u5104\u30c9\u30eb\u3068\u8105\u5a01\u7684\u306a\u6570\u5b57\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3061\u306a\u307f\u306b\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306e2024\u5e74\u30012025\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u5b9f\u7e3e\u3067\u4ee5\u4e0b\u3068\u306a\u308a\u307e\u3059&#x1f447;<br \/>\r\n<br \/>\r\n2024\u5e74\uff1a525.35\u5104\u30c9\u30eb<br \/>\r\n2025\u5e74\uff1a914.47\u5104\u30c9\u30eb\uff08<span class=\"b\">\u524d\u5e74\u6bd4+74.1\uff05<\/span>\uff09<br \/>\r\n2026\u5e74\uff1a1,750\u301c1,850\u5104\u30c9\u30eb\uff08<span class=\"b\">\u524d\u5e74\u6bd4+91.4\u301c102.3\uff05<\/span>\uff09<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex.png\" alt=\"\" width=\"1200\" height=\"896\" class=\"alignnone size-full wp-image-34059\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex.png 1200w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex-450x336.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex-1024x765.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex-241x180.png 241w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex-768x573.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex-429x320.png 429w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/capex-857x640.png 857w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>\u4e00\u6628\u5e74\u3082\u6628\u5e74\u3082\u305d\u3046\u3067\u3057\u305f\u304c\u3001<span class=\"b\"><span class=\"bd-yellow\">\u3053\u3053\u304b\u3089\u3055\u3089\u306b\u8a2d\u5099\u6295\u8cc7\u306f\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u3066\u3044\u304f\u308f\u3051\u3067\u3002\u307e\u3060\u307e\u3060\u5e02\u5834\u306fAI\u3078\u306e\u61d0\u7591\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30d0\u30d6\u30eb\u3078\u306e\u61f8\u5ff5\u304c\u5f37\u304f\u3001\u5168\u304f\u7e54\u308a\u8fbc\u307f\u304d\u308c\u3066\u3044\u306a\u3044<\/span><\/span>\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u3001\u3053\u306e\u6570\u5343\u5104\u30c9\u30eb\uff08\u6570\u5341\u5146\u5186\uff09\u3082\u306e\u30de\u30cd\u30fc\u306f\u3069\u3053\u3078\u5411\u304b\u3046\u306e\u304b\uff1f\u5f53\u7136\u3067\u3059\u304c\u3001<span class=\"b\">\u7b54\u3048\u306f<span class=\"blue\">\u300eAI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u300f<\/span><\/span>\u3068\u306a\u308b\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<h2 id=\"e68a95e8b387e688a6e795a5efbc9aaie381b8e381aee3818ae98791e381aee6b581e3828ce38292e6848fe8ad98-7\">\u6295\u8cc7\u6226\u7565\uff1aAI\u3078\u306e\u304a\u91d1\u306e\u6d41\u308c\u3092\u610f\u8b58<\/h2>\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u682a\u4fa1\u306f\u300e\u5c06\u6765\u3078\u306e\u671f\u5f85\uff08PER\uff09\u300f\u3067\u52d5\u3044\u3066\u304d\u305f\u9762\u304c\u5927\u304d\u304b\u3063\u305f\u308f\u3051\u3067\u3059\u304c\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u4f01\u696d\u306e\u58f2\u4e0a\u306f\u3001\u307b\u307c\u78ba\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u57fa\u672c\u7684\u306b\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u8a2d\u5099\u6295\u8cc7\u304c\u920d\u3089\u306a\u3044\u9650\u308a\u3001\u304a\u91d1\u304c\u7a4d\u307f\u4e0a\u304c\u3063\u3066\u3044\u304d\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u7a3c\u50cd\u3055\u305b\u3001\u5b66\u7fd2\u30fb\u63a8\u8ad6\u3092\u884c\u3046\u305f\u3081\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u7269\u7406\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u304c\u4eca\u3059\u3050\u306b\u3001\u5927\u91cf\u306b\u5fc5\u8981\u4e0d\u53ef\u6b20\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf<\/span>\uff1a\u8a08\u7b97\u3092\u884c\u3046\u8133\uff08GPU\/AI ASIC\uff09<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">HBM\uff08\u5e83\u5e2f\u57df\u30e1\u30e2\u30ea\uff09<\/span>\uff1a\u30c7\u30fc\u30bf\u3092\u9ad8\u901f\u8ee2\u9001\u3059\u308b\u8840\u7ba1<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/span>\uff1a\u30b5\u30fc\u30d0\u30fc\u9593\u3092\u3064\u306a\u3050\u795e\u7d4c\uff08\u30b9\u30a4\u30c3\u30c1\u3001\u5149\u30b1\u30fc\u30d6\u30eb\uff09<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">\u96fb\u6e90\/\u51b7\u5374<\/span>\uff1a\u71b1\u66b4\u8d70\u3092\u9632\u3050\u751f\u547d\u7dad\u6301\u88c5\u7f6e<br \/>\r\n<br \/>\r\n\u3082\u306f\u3084\u3001\u3053\u308c\u3089\u306f\u8b70\u8ad6\u306e\u4f59\u5730\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u4f5c\u3089\u306a\u3051\u308c\u3070AI\u304c\u52d5\u304b\u306a\u3044\u304b\u3089\u3067\u3059\u306d\u3002<br \/>\r\n<br \/>\r\n\u3082\u3061\u308d\u3093\u3001\u4eca\u5f8c\u306f\u8cc7\u6750\u306e\u95a2\u4fc2\u3084\u4eba\u624b\u4e0d\u8db3\u306a\u3069\u3067\u5efa\u8a2d\u304c\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u306a\u3063\u3066\u8a2d\u5099\u6295\u8cc7\u304c\u920d\u308b\u53ef\u80fd\u6027\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u305d\u308c\u3067\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u65fa\u76db\u306a\u9700\u8981\u304c\u6d88\u3048\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3067\u3059\u304b\u3089\u306d\u3002<br \/>\r\n<br \/>\r\n\u305d\u3046\u3044\u3063\u305f\u30cd\u30ac\u30c6\u30a3\u30d6\u306a\u30cb\u30e5\u30fc\u30b9\u3067\u3001<span class=\"b\"><span class=\"bd-yellow\">\u3053\u308c\u3089\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u9298\u67c4\u306e\u682a\u4fa1\u304c\u62bc\u3057\u4e0b\u3052\u3089\u308c\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u57fa\u672c\u7684\u306b\u306f\u8cb7\u3044<\/span><\/span>\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h5 id=\"nvidiae38284e3839ee382a4e382afe383ade383b3e38292e3818ae5be97e381abe4bb95e8bebce38280e381aae38289-pr-8\">NVIDIA\u3084\u30de\u30a4\u30af\u30ed\u30f3\u3092\u304a\u5f97\u306b\u4ed5\u8fbc\u3080\u306a\u3089\/PR<\/h5>\u3053\u308c\u3089AI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u9298\u67c4\u306f\u3001\u9577\u671f\u4fdd\u6709\u304c\u524d\u63d0\u306b\u306a\u308a\u307e\u3059\u3002\u3060\u304b\u3089\u3053\u305d\u3001<span class=\"b\">\u70ba\u66ff\u624b\u6570\u6599\uff08\u30c9\u30eb\u21c4\u5186\u6052\u4e45\u7121\u6599\uff09\u304c\u5b89\u304f\u3001NISA\u67a0\u3092\u6700\u5927\u9650\u6d3b\u7528\u3067\u304d\u308b\u8a3c\u5238\u53e3\u5ea7\u3092\u9078\u3076\u306e\u304c\u300e\u52dd\u3066\u308b\u6295\u8cc7\u5bb6\u300f\u306e\u9244\u5247<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bc\u53e3\u5ea7\u958b\u8a2d\u3067\u30dd\u30a4\u30f3\u30c8\u30d7\u30ec\u30bc\u30f3\u30c8\u4e2d<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span class=\"b\">\u677e\u4e95\u8a3c\u5238\u3067\u7c73\u56fd\u682a\u30fbNISA\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\uff08\u624b\u6570\u6599\u7121\u6599\uff09<\/span><\/a><\/div><h4 id=\"e38090e4bf9de5ad98e78988e38091e78b99e38186e381b9e3818de3808e4e381a4e381aee383ace382a4e383a4e383bce3808fe381a8e585b7e4bd93e79a84e98a98-9\">\u3010\u4fdd\u5b58\u7248\u3011\u72d9\u3046\u3079\u304d\u300e4\u3064\u306e\u30ec\u30a4\u30e4\u30fc\u300f\u3068\u5177\u4f53\u7684\u9298\u67c4<\/h4>AI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3078\u306e\u6295\u8cc7\u306f\u30b3\u30a2\u3092\u6291\u3048\u3064\u3064\u3001\u30b5\u30c6\u30e9\u30a4\u30c8\u3082\u8cb7\u3063\u306610\u500d\u3001100\u500d\u3092\u76ee\u6307\u3059\u3068\u826f\u3044\u3067\u3057\u3087\u3046\u3002\u8cc7\u91d1\u306e\u6d41\u308c\u306e\u4e0a\u6d41\u304b\u3089\u9806\u306b\u6574\u7406\u3057\u3066\u304a\u304d\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n&#x1f539;<span class=\"b\">\u4e2d\u6838\uff1a\u6f14\u7b97\uff08\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\uff09<\/span><br \/>\r\n<br \/>\r\n<span class=\"red\">\u2192<\/span>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306eCapEx\u306e\u904e\u534a\u6570\u3092\u5360\u3081\u308b\u3001\u6700\u3082\u76f4\u63a5\u7684\u306a\u6069\u6075\u3092\u53d7\u3051\u308b\u30bb\u30af\u30bf\u30fc\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u30fb\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\uff1aAI\u30c1\u30c3\u30d7\u5e02\u5834\u3067\u5727\u5012\u7684\u30b7\u30a7\u30a2\uff0880%\u4ee5\u4e0a\uff09\u3092\u7dad\u6301\u3002\u4e8b\u5b9f\u4e0a\u306e\u300cAI\u30a4\u30f3\u30d5\u30e9\u306e\u57fa\u8ef8\u901a\u8ca8\u300d\u3002<br \/>\r\n<br \/>\r\n\u30fb\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08AVGO\uff09\uff1a Google\u3084Meta\u306a\u3069\u304c\u81ea\u793e\u958b\u767a\u3059\u308b\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\uff08ASIC\uff09\u306e\u8a2d\u8a08\u652f\u63f4\u30fbIP\u63d0\u4f9b\u3067\u72ec\u5360\u7684\u5730\u4f4d\u3002<br \/>\r\n<br \/>\r\n&#x1f539;<span class=\"b\">\u73fe\u5728\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff1aHBM \/ \u5148\u7aef\u30e1\u30e2\u30ea<\/span><br \/>\r\n<br \/>\r\n<span class=\"red\">\u2192<\/span>\u300eGPU\u3092\u4f5c\u308a\u305f\u304f\u3066\u3082\u3001\u30e1\u30e2\u30ea\u304c\u8db3\u308a\u306a\u304f\u3066\u4f5c\u308c\u306a\u3044\u300f\u3068\u3044\u3046\u72b6\u6cc1\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u9700\u7d66\u304c\u903c\u8feb\u3057\u3066\u304a\u308a\u3001\u30e1\u30fc\u30ab\u30fc\u5074\u304c\u4fa1\u683c\u6c7a\u5b9a\u6a29\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30fb\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\uff1aHBM3e\u306a\u3069\u306e\u5148\u7aef\u30e1\u30e2\u30ea\u3067\u30b7\u30a7\u30a2\u62e1\u5927\u4e2d\u3002<br \/>\r\n<br \/>\r\n\u30fbSK Hynix\uff08\u97d3\u56fd\u682a\u30fbADR\uff09\uff1aNVIDIA\u5411\u3051HBM\u306e\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3002<br \/>\r\n<br \/>\r\n&#x1f539;<span class=\"b\">\u30a4\u30f3\u30d5\u30e9\u306e\u5fc5\u9700\u54c1\uff1a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af & \u96fb\u6e90\u30fb\u51b7\u5374<\/span><br \/>\r\n<br \/>\r\n<span class=\"red\">\u2192<\/span>AI\u30b5\u30fc\u30d0\u30fc\u306f\u5f93\u6765\u306e\u30b5\u30fc\u30d0\u30fc\u306b\u6bd4\u3079\u3001\u6d88\u8cbb\u96fb\u529b\u3068\u767a\u71b1\u91cf\u304c\u6841\u9055\u3044\u3067\u3059\uff08\u30e9\u30c3\u30af\u3042\u305f\u308a\u96fb\u529b\u5bc6\u5ea6\u306f5\u301c10\u500d\uff09\u3002<br \/>\r\n<br \/>\r\n&#x1f539;<span class=\"b\">\u6700\u4e0a\u6d41\uff1a\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e<\/span><br \/>\r\n<br \/>\r\n<span class=\"red\">\u2192<\/span>\u8a2d\u5099\u6295\u8cc7\u304c\u5897\u3048\u308c\u3070\u3001\u6700\u7d42\u7684\u306b\u306f\u30c1\u30c3\u30d7\u3092\u4f5c\u308b\u305f\u3081\u306e\u5de5\u5834\uff08\u30d5\u30a1\u30d6\uff09\u3068\u88c5\u7f6e\u3078\u306e\u6295\u8cc7\u306b\u56de\u5e30\u3057\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30fb\u30a2\u30d7\u30e9\u30a4\u30c9 \u30de\u30c6\u30ea\u30a2\u30eb\u30ba\uff08AMAT\uff09 \/ \u30e9\u30e0\u30ea\u30b5\u30fc\u30c1\uff08LRCX\uff09\uff1a\u5fae\u7d30\u5316\u30fb\u7a4d\u5c64\u5316\u306b\u5fc5\u9808\u306e\u88c5\u7f6e\u7fa4\u3002<br \/>\r\n<br \/>\r\n\u30fb\u30c7\u30a3\u30b9\u30b3\uff086146\uff09\uff1aHBM\u306e\u88fd\u9020\u5de5\u7a0b\uff08\u300c\u5207\u308b\u300d\u300c\u524a\u308b\u300d\u300c\u78e8\u304f\u300d\uff09\u306b\u304a\u3044\u3066\u4e16\u754c\u30b7\u30a7\u30a2\u307b\u307c100%\u306e\u72ec\u5360\u4f01\u696d\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u8fba\u306f\u304b\u306a\u308a\u9244\u677f\u9298\u67c4\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3068\u306b\u304b\u304f\u3001<span class=\"b\"><span class=\"bd-yellow\">AI\u534a\u5c0e\u4f53\u3067\u6570\u5b57\u304c\u898b\u3048\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u3053\u3046\u3044\u3063\u305f\u610f\u5473\u4e0d\u660e\u306a\u66b4\u843d\u304c\u3042\u308c\u3070\u57fa\u672c\u7684\u306b\u8cb7\u3044<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<h2 id=\"e7b590e8ab96efbc9ae3808ee7a2bae5ae9ae5a3b2e4b88ae3808fe38292e58f96e3828ae381abe8a18ce3818f-10\">\u7d50\u8ad6\uff1a\u300e\u78ba\u5b9a\u58f2\u4e0a\u300f\u3092\u53d6\u308a\u306b\u884c\u304f<\/h2>\u300e\u7c73\u56fd\u682a\u306f\u3082\u3046\u7d42\u308f\u3063\u305f\u300f\u3068\u3044\u3046\u60b2\u89b3\u8ad6\u306f\u3044\u304d\u3059\u304e\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u77ed\u671f\u7684\u306bS&P500\u306e\u3088\u3046\u306a\u6307\u6570\u5168\u4f53\u3092\u8cb7\u3048\u3070\u52dd\u3066\u308b\u3068\u3044\u3046\u72b6\u6cc1\u3067\u3082\u306a\u3044\u3068\u3044\u3046\u306e\u304c\u73fe\u72b6\u3067\u3057\u3087\u3046\u304b\u3002<br \/>\r\n<br \/>\r\n\u73fe\u5728\u306e\u5e02\u5834\u306b\u306f2\u3064\u306e\u660e\u78ba\u306a\u6f6e\u6d41\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n&#x1f538;SaaS\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff1a<span class=\"b\">AI\u306b\u3088\u308b\u4ee3\u66ff\u30ea\u30b9\u30af\u3068\u6210\u9577\u920d\u5316\u61f8\u5ff5\u306b\u3088\u308a\u3001\u30de\u30eb\u30c1\u30d7\u30eb\uff08PER\uff09\u306e\u8abf\u6574\u5c40\u9762\u304c\u7d9a\u304f\u3002<\/span><br \/>\r\n<br \/>\r\n<span class=\"red\">\u2192<\/span>\u3053\u308c\u306f\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\uff08PLTR\uff09\u306a\u3069\u306e\u9298\u67c4\u3082\u60aa\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u4ed5\u8fbc\u307f\u5834\u3068\u3044\u3048\u3070\u4ed5\u8fbc\u307f\u5834\u3067\u3059\u304c\u3001\u3057\u3070\u3089\u304f\u306f\u4e0a\u5024\u304c\u91cd\u305d\u3046\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n&#x1f538;AI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\uff1a<span class=\"b\">\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u5de8\u984d\u8a2d\u5099\u6295\u8cc7<span class=\"blue\">\u300e\u78ba\u5b9a\u58f2\u4e0a\u300f<\/span>\u3068\u3057\u3066\u964d\u308a\u6ce8\u3044\u3067\u3044\u304f\u3002<\/span><br \/>\r\n<br \/>\r\n<span class=\"red\">\u2192<\/span>\u307e\u3060\u307e\u3060\u30de\u30fc\u30b1\u30c3\u30c8\u306f\u61d0\u7591\u3067\u3059\u3002\u4eca\u306e\u3046\u3061\u306b\u3057\u3063\u304b\u308a\u3068\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u304f\u3001\u5927\u304d\u304f\u4e0b\u304c\u3063\u305f\u3089\u62bc\u3057\u76ee\u3092\u72d9\u3046\u3053\u3068\u304c\u91cd\u8981\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u6295\u8cc7\u306e\u30ea\u30bf\u30fc\u30f3\u306f\u3001\u7d50\u5c40\u306e\u3068\u3053\u308d\u300e\u4e0d\u78ba\u5b9f\u6027\u300f\u3068\u300e\u7d50\u679c\u300f\u306e\u5dee\u5206\u304b\u3089\u751f\u307e\u308c\u307e\u3059\u3002<span class=\"b\"><span class=\"bd-yellow\">\u5e02\u5834\u306f\u307e\u3060\u307e\u3060AI\u306f\u30d0\u30d6\u30eb\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u30e1\u30ac\u30c6\u30c3\u30af\u306f\u305d\u3046\u8003\u3048\u3066\u304a\u3089\u305a\u3001\u8a2d\u5099\u6295\u8cc7\u3092\u500d\u5897\u3055\u305b\u3066\u3044\u308b<\/span><\/span>\u308f\u3051\u3067\u3001\u3053\u308c\u306b\u4e57\u3089\u306a\u3044\u624b\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3057\u305f\u304c\u3063\u3066\u3001\u4eca\u3001<span class=\"b\">\u78ba\u5b9f\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u8a2d\u5099\u6295\u8cc7\u4e88\u7b97\uff09\u304c\u5411\u304b\u3046\u5148\u3067\u3042\u308b<span class=\"blue\">\u300e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u9298\u67c4\u300f<\/span>\u306b\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u50be\u659c<\/span>\u3055\u305b\u308b\u3053\u3068\u304c\u30012026\u5e74\u4ee5\u964d\u306e\u76f8\u5834\u3092\u52dd\u3061\u629c\u304f\u305f\u3081\u306e\u5408\u7406\u7684\u304b\u3064\u6570\u5b57\u306b\u57fa\u3065\u3044\u305f\u6226\u7565\u3068\u8a00\u3048\u305d\u3046\u3067\u3059\u3002<br \/>\r\n<h2 id=\"e381bee381a8e38281efbc9ae4bb8ae3818ce38381e383a3e383b3e382b9e38081e8a18ce58b95e38197e38288e38186efbc81-11\">\u307e\u3068\u3081\uff1a\u4eca\u304c\u30c1\u30e3\u30f3\u30b9\u3001\u884c\u52d5\u3057\u3088\u3046\uff01<\/h2>&#x1f480;<span class=\"b\">\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff08SaaS\uff09\u306f\u300e\u58f2\u308a\u300f<\/span><br \/>\r\n<br \/>\r\n&#x274c;AI\u306b\u3088\u308b\u4ee3\u66ff\uff1a\u751f\u6210AI\u304c\u5b9f\u52d9\u3092\u3053\u306a\u3059\u3088\u3046\u306b\u306a\u308a\u3001\u300e1\u4eba1ID\u300f\u306e\u8ab2\u91d1\u30e2\u30c7\u30eb\u304c\u5d29\u58ca\u3002SaaS\u306f\u89e3\u7d04\u3055\u308c\u3001AI\u306b\u7d71\u5408\u3055\u308c\u3066\u3044\u304f\u3002<br \/>\r\n<br \/>\r\n&#x274c;\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u5d29\u58ca\uff1a\u300e\u89e3\u7d04\u7387\u304c\u4f4e\u304f\u3001\u6c38\u9060\u306b\u5132\u304b\u308b\u300f\u3068\u3044\u3046\u795e\u8a71\u304c\u5d29\u308c\u3001\u9ad8PER\u304c\u8a31\u5bb9\u3055\u308c\u306a\u304f\u306a\u3063\u3066\u3044\u308b\u3002<br \/>\r\n<br \/>\r\n&#x1f680;<strong>AI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306f\u300e\u8cb7\u3044\u300f<\/strong><br \/>\r\n<br \/>\r\n&#x2b55;&#xfe0f;\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u6295\u8cc7\u306f\u672c\u7269\uff1aGoogle\u3084Tesla\u306a\u3069\u306e\u5de8\u5927\u30c6\u30c3\u30af\u4f01\u696d\u304c\u30012026\u5e74\u306b\u5411\u3051\u3066\u8a2d\u5099\u6295\u8cc7\uff08CapEx\uff09\u3092\u500d\u5897\uff08Google\u3060\u3051\u3067\u7d0427\u5146\u5186\uff01\uff09\u3002<br \/>\r\n<br \/>\r\n&#x2b55;&#xfe0f;\u78ba\u5b9f\u306a\u8cc7\u91d1\u306e\u6d41\u308c\uff1a\u3053\u306e\u5de8\u984d\u30de\u30cd\u30fc\u306f\u300eAI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u300f\u306e\u8cfc\u5165\u306b\u5145\u3066\u3089\u308c\u308b\u3053\u3068\u304c\u78ba\u5b9a\u3057\u3066\u3044\u308b\u3002<br \/>\r\n<br \/>\r\n&#x1f441;&#xfe0f;&#x200d;&#x1f5e8;&#xfe0f;\u72d9\u3044\u76ee\uff1a<span class=\"b\">\u30de\u30a4\u30af\u30ed\u30f3\uff08HBM\uff09\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30fb\u96fb\u6e90\u95a2\u9023\u3001\u305d\u3057\u3066\u88fd\u9020\u88c5\u7f6e\uff08AMAT\/\u30c7\u30a3\u30b9\u30b3\uff09\u3082\u826f\u3044\u3002<\/span>\u3082\u3061\u308d\u3093\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3001\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3082\u3002<br \/>\r\n<br \/>\r\n\u8a18\u4e8b\u3067\u3082\u89e3\u8aac\u3057\u305f\u901a\u308a\u3001\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u304c\u6570\u5146\u3001\u6570\u5341\u5146\u5186\u5358\u4f4d\u3067\u300e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3092\u8cb7\u3046\u300f\u3068\u5ba3\u8a00\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u3059\u3002\u3053\u308c\u306f\u3082\u306f\u3084\u4e88\u60f3\u3067\u306f\u306a\u304f\u3001\u78ba\u5b9a\u3057\u305f\u672a\u6765\uff08\u7d04\u675f\u3055\u308c\u305f\u58f2\u4e0a\uff09\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3057\u305f\u304c\u3063\u3066\u3001<span class=\"b\"><span class=\"bd-yellow\">SaaS\u30b7\u30e7\u30c3\u30af\u3067\u5e02\u5834\u5168\u4f53\u304c\u5c11\u3057\u91cd\u304f\u306a\u3063\u3066\u3044\u308b\u4eca\u3053\u305d\u304c\u3001\u4ed5\u8fbc\u307f\u306e\u5343\u8f09\u4e00\u9047\u306e\u30c1\u30e3\u30f3\u30b9<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u300eAI\u30d0\u30d6\u30eb\u5d29\u58ca\uff1f\u300f\u305d\u3093\u306a\u5f31\u6c17\u306a\u58f0\u306b\u60d1\u308f\u3055\u308c\u3066\u3044\u308b\u9593\u306b\u3001\u8ce2\u3044\u6295\u8cc7\u5bb6\u306f\u3053\u306e\u62bc\u3057\u76ee\u3067\u7740\u3005\u3068\u8cc7\u91d1\u3092\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306b\u79fb\u3057\u3066\u3044\u53e3\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u30dc\u30fc\u30ca\u30b9\u30b9\u30c6\u30fc\u30b8\u306b\u4e57\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u306e\u306f\u3001\u4eca\u3059\u3050\u682a\u3092\u8cb7\u3048\u308b\u6e96\u5099\uff08\u53e3\u5ea7\uff09\u3060\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u76f8\u5834\u304c\u52d5\u304d\u51fa\u3057\u3066\u304b\u3089\u53e3\u5ea7\u958b\u8a2d\u3092\u3057\u3066\u3044\u3066\u306f\u3001\u7f8e\u5473\u3057\u3044\u3068\u3053\u308d\u306f\u5168\u90e8\u6301\u3063\u3066\u3044\u304b\u308c\u307e\u3059\u3002<span class=\"b\">\u307e\u3060\u53e3\u5ea7\u3092\u6301\u3063\u3066\u3044\u306a\u3044\u65b9\u3001\u30b5\u30d6\u53e3\u5ea7\u3092\u4f5c\u308d\u3046\u304b\u8ff7\u3063\u3066\u3044\u308b\u65b9\u306f\u3001\u4eca\u3053\u306e\u77ac\u9593\u306b\u7533\u3057\u8fbc\u3093\u3067\u3001\u6700\u5f37\u306e\u6295\u8cc7\u30c1\u30e3\u30f3\u30b9\u306b\u5099\u3048\u3066\u304f\u3060\u3055\u3044<\/span>&#x1f447;<br \/>\r\n<h5 id=\"e38381e383a3e383b3e382b9e38292e98083e38195e381aae38184e3819fe38281e381abe38081e4bb8ae38199e38190e6ba96e58299e38292e5ae8ce4ba86e38195-12\">\u30c1\u30e3\u30f3\u30b9\u3092\u9003\u3055\u306a\u3044\u305f\u3081\u306b\u3001\u4eca\u3059\u3050\u6e96\u5099\u3092\u5b8c\u4e86\u3055\u305b\u3066\u304f\u3060\u3055\u3044\/PR<\/h5>&#x1f170;&#xfe0f; <span class=\"b\">\u672c\u547d\uff1a\u30e1\u30ac\u30c6\u30c3\u30af\u6295\u8cc7\u3067\u8cc7\u7523\u3092\u5897\u3084\u3059\uff01<\/span><br \/>\r\n<br \/>\r\n\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306a\u3069\u306e\u300e\u78ba\u5b9a\u58f2\u4e0a\u300f\u9298\u67c4\u3092NISA\u3067\u975e\u8ab2\u7a0e\u904b\u7528\u3059\u308b\u306a\u3089\u3053\u3053\u4e00\u629e\u3002 <br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bc\u7c73\u56fd\u682a\u306e\u70ba\u66ff\u624b\u6570\u6599\u304c\u5f80\u5fa9\u7121\u6599\uff01\u30b3\u30b9\u30c8\u6700\u5b89\u6c34\u6e96<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span class=\"b\">\u677e\u4e95\u8a3c\u5238 \u516c\u5f0f\u30b5\u30a4\u30c8\u3078 \uff1e<\/span><\/a><\/div><br \/>\r\n&#x1f171;&#xfe0f; <span class=\"b\">\u88cf\u30ef\u30b6\uff1aSaaS\u66b4\u843d\u3092\u5229\u76ca\u306b\u5909\u3048\u308b\uff01<\/span><br \/>\r\n<br \/>\r\n\u4e0b\u843d\u76f8\u5834\u3067\u3082\u5229\u76ca\u3092\u51fa\u305b\u308b\u300e\u7a7a\u58f2\u308a\u300f\u6a5f\u80fd\u3067\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u9244\u58c1\u306b\u5b88\u308b\u3002<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bcCFD\u53d6\u5f15\u9ad8 \u56fd\u5185No.1\uff01\u30cf\u30a4\u30b9\u30da\u30c3\u30af\u30c4\u30fc\u30eb\u304c\u9b45\u529b<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pgz8008b1t\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-blue\"><span class=\"b\">GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238 \u516c\u5f0f\u30b5\u30a4\u30c8\u3078 \uff1e<\/span><\/a><\/div><br \/>\r\n\u8ff7\u3063\u3066\u3044\u308b\u9593\u306b\u76f8\u5834\u306f\u52d5\u3044\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u7279\u306bNISA\u53e3\u5ea7\u306e\u958b\u8a2d\u306f1\u301c2\u9031\u9593\u304b\u304b\u308b\u306e\u3067\u3001\u300e\u66b4\u843d\u300f\u3084\u300e\u7206\u4e0a\u3052\u300f\u304c\u6765\u3066\u304b\u3089\u3067\u306f\u624b\u9045\u308c\u3067\u3059\u3002<span class=\"b\">\u4f55\u3082\u8d77\u304d\u3066\u3044\u306a\u3044\u4eca\u306e\u3046\u3061\u306b\u3001\u5f3e\u8fbc\u3081\uff08\u53e3\u5ea7\u958b\u8a2d\uff09\u3060\u3051\u306f\u6e08\u307e\u305b\u3066\u304a\u304d\u307e\u3057\u3087\u3046&#x1f447;<\/span><br \/>\r\n<h4 id=\"e381bee3819ae381afe69dbee4ba95e8a8bce588b8e381a7nisae38292e9968be8a8ade38197e38288e38186-13\">&#x1f947; \u307e\u305a\u306f\u677e\u4e95\u8a3c\u5238\u3067NISA\u3092\u958b\u8a2d\u3057\u3088\u3046<\/h4>&#x25b6;\ufe0e <a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238\u3067NISA\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\uff08\u7121\u6599\u30fb\u624b\u6570\u65990\u5186\uff09<\/a><br \/>\r\n<br \/>\r\n&#x1f4dd;<span class=\"b\">\u9078\u3070\u308c\u308b\u7406\u7531<\/span><br \/>\r\n&#x2714;\ufe0e NISA\u306a\u3089\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u30fb\u6295\u4fe1\u3059\u3079\u3066\u624b\u6570\u65990\u5186<br \/>\r\n&#x2714;\ufe0e \u56f0\u3063\u305f\u3068\u304d\u306e\u96fb\u8a71\u30b5\u30dd\u30fc\u30c8\u304c\u795e\u5bfe\u5fdc<br \/>\r\n&#x2714;\ufe0e \u6295\u4fe1\u4fdd\u6709\u3067\u6700\u59271\uff05\u30dd\u30a4\u30f3\u30c8\u9084\u5143<br \/>\r\n&#x2714;\ufe0e \u591a\u8981\u7d20\u8a8d\u8a3c\u5fc5\u9808\u3067\u53e3\u5ea7\u4e57\u3063\u53d6\u308a\u5bfe\u7b56\u3082\u4e07\u5168<br \/>\r\n<br \/>\r\n<span class=\"b\">\u25c6STEP1<\/span> \u516c\u5f0f\u30b5\u30a4\u30c8\u3067\u7533\u3057\u8fbc\u3080<br \/>\r\n<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238\u306e\u516c\u5f0f\u30b5\u30a4\u30c8<\/a>\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3066\u4e0b\u3055\u3044\u3002<br \/>\r\n<br \/>\r\n\u300c\u53e3\u5ea7\u958b\u8a2d\u300d\u30dc\u30bf\u30f3\u3092\u30bf\u30c3\u30d7\u3057\u3001\u624b\u7d9a\u304d\u3092\u9032\u3081\u307e\u3059\u3002\u7533\u3057\u8fbc\u3080\u306f\u90f5\u9001\u3088\u308a\u3082\u3001<span class=\"b\"><span class=\"red\">\u30aa\u30f3\u30e9\u30a4\u30f3\u7533\u8fbc\u307f<\/span><\/span>\u304c\u30aa\u30b9\u30b9\u30e1\uff01<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f.png\" alt=\"\" width=\"1300\" height=\"884\" class=\"alignnone size-full wp-image-31484\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f.png 1300w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-450x306.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-1024x696.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-260x177.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-768x522.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-140x96.png 140w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-900x612.png 900w\" sizes=\"auto, (max-width: 1300px) 100vw, 1300px\" \/><div style=\"text-align: center;\"><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span class=\"b\">\u677e\u4e95\u8a3c\u5238\u306e\u516c\u5f0f\u30b5\u30a4\u30c8\u3067\u8a73\u7d30\u3092\u898b\u308b<\/span><\/a><br>\u516c\u5f0f\u30b5\u30a4\u30c8\uff1a<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">https:\/\/www.matsui.co.jp\/<\/a><\/div><br \/>\r\n<span class=\"b\">\u25c6STEP2<\/span> \u78ba\u8a8d\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<br \/>\r\n\u672c\u4eba\u78ba\u8a8d\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u4e0a\u3067\u884c\u3046\u3053\u3068\u3067\u3001\u6700\u77ed\u5373\u65e5\u3067\u53e3\u5ea7\u958b\u8a2d\u304c\u5b8c\u4e86\u3057\u307e\u3059\u3002\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u306f\u9854\u5199\u771f\u4ed8\u304d\u30de\u30a4\u30ca\u30f3\u30d0\u30fc\u30ab\u30fc\u30c9\u306a\u30891\u679a\u3067OK\uff01\uff08\u514d\u8a31\u8a3c\uff0b\u30de\u30a4\u30ca\u30f3\u30d0\u30fc\u306e\u308f\u304b\u308b\u66f8\u985e\uff09<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e.png\" alt=\"\" width=\"1692\" height=\"1212\" class=\"alignnone size-full wp-image-31485\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e.png 1692w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-450x322.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-1024x734.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-251x180.png 251w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-768x550.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-1536x1100.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-447x320.png 447w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-893x640.png 893w\" sizes=\"auto, (max-width: 1692px) 100vw, 1692px\" \/><br \/>\r\n<span class=\"b\">\u25c6STEP3<\/span> \u53d6\u5f15\u6697\u8a3c\u756a\u53f7\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u8a2d\u5b9a<br \/>\r\n\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86\u5f8c\u306b\u3001\u300c\u30d1\u30b9\u30ef\u30fc\u30c9\u30fb\u53d6\u5f15\u6697\u8a3c\u756a\u53f7\u306e\u8a2d\u5b9a\u65b9\u6cd5\u300d\u306e\u6848\u5185\u304c\u30e1\u30fc\u30eb\u3067\u5c4a\u304d\u307e\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86.png\" alt=\"\" width=\"1590\" height=\"898\" class=\"alignnone size-full wp-image-31486\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86.png 1590w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86-450x254.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86-1024x578.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86-260x147.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86-768x434.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86-1536x868.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u53e3\u5ea7\u958b\u8a2d\u5b8c\u4e86-900x508.png 900w\" sizes=\"auto, (max-width: 1590px) 100vw, 1590px\" \/>\u30e1\u30fc\u30eb\u5185\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u767b\u9332\u30b5\u30a4\u30c8\u304b\u3089\u30a2\u30af\u30bb\u30b9\u30ad\u30fc\u3092\u5165\u529b\u3057\u3066\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u30fb\u53d6\u5f15\u6697\u8a3c\u756a\u53f7\u3092\u8a2d\u5b9a\u3057\u307e\u3059\u3002\u4ee5\u4e0a\u3067\u3001\u767b\u9332\u306e\u624b\u7d9a\u304d\u306f\u5b8c\u4e86\uff01<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bc\u30b9\u30de\u30db\u3067\u6700\u77ed\u5f53\u65e5\u958b\u8a2d\uff01\u7121\u6599\u3067\u53e3\u5ea7\u958b\u8a2d<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span class=\"b\">\u4eca\u3059\u3050NISA\u53e3\u5ea7\u3092\u4f5c\u308b\uff08\u516c\u5f0f\u30b5\u30a4\u30c8\u3078\uff09<\/span><\/a><\/div><h4 id=\"e685a3e3828ce381a6e3818de3819fe38289gmoe382afe383aae38383e382afe8a8bce588b8e38292e8bfbde58aa0-14\">&#x1f948; \u6163\u308c\u3066\u304d\u305f\u3089GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238\u3092\u8ffd\u52a0<\/h4>&#x25b6;\ufe0e <a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pgz8008b1t\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238\u3092\u958b\u8a2d\u3059\u308b\uff084,000\u5186CB\u4ed8\u304d\uff09<\/a><br \/>\r\n<br \/>\r\n&#x1f4dd;<span class=\"b\">\u9078\u3070\u308c\u308b\u7406\u7531<\/span><br \/>\r\n&#x2714;\ufe0e FX\u30fbCFD\u306e\u624b\u6570\u6599\u304c\u696d\u754c\u6700\u72ed\u6c34\u6e96<br \/>\r\n&#x2714;\ufe0e \u5f53\u30d6\u30ed\u30b0\u9650\u5b9a\u30674,000\u5186\u30ad\u30e3\u30c3\u30b7\u30e5\u30d0\u30c3\u30af<br \/>\r\n&#x2714;\ufe0e \u77ed\u671f\u30c8\u30ec\u30fc\u30c9\u306e\u300e\u653b\u3081\u300f\u306b\u6700\u9069<br \/>\r\n&#x2714;\ufe0e \u591a\u8981\u7d20\u8a8d\u8a3c\u5fc5\u9808\u3067\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3082\u5b89\u5fc3<br \/>\r\n<br \/>\r\n\u79c1\u306f\u9577\u671f\u6295\u8cc7\u3092\u677e\u4e95\u8a3c\u5238\u3001\u77ed\u671f\u30c8\u30ec\u30fc\u30c9\u3092GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238\u3067\u5b8c\u5168\u306b\u4f7f\u3044\u5206\u3051\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100kax6008b1t\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\"><img decoding=\"async\" src=\"https:\/\/h.accesstrade.net\/sp\/rr?rk=0100kax6008b1t\" alt=\"GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238\u3010FX\u30cd\u30aa\u3011\u53e3\u5ea7\u958b\u8a2d\" border=\"0\" \/><\/a><br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bc\u30d6\u30ed\u30b0\u9650\u5b9a\uff014,000\u5186\u30ad\u30e3\u30c3\u30b7\u30e5\u30d0\u30c3\u30af\u7279\u5178<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pgz8008b1t\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-blue\"><span class=\"b\">GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238\u3067\u30c1\u30e3\u30f3\u30b9\u306b\u5099\u3048\u308b\uff01<\/span><\/a><\/div>&#x26a0;&#xfe0f;<span 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