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\/>\n\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u6700\u65b0\u52d5\u5411\u3092\u5fb9\u5e95\u89e3\u8aac\u3002AIgpu\u4e0d\u8db3\u306e\u72b6\u6cc1\u4e0b\u3067\u6295\u8cc7\u5bb6\u306f\u3069\u3046\u52d5\u304f\u3079\u304d\u304b\u3002\u76e4\u7dca\u8feb\u308bNVIDIA\u306e\u682a\u4fa1\u5909\u52d5\u304c\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3068%\u3001\u6700\u65b0\u306e\u6295\u8cc7\u6226\u7565\u3092 \uc804\ubb38\uac00\u304c\u30ec\u30af\u30c1\u30e3\u30fc\u3002<\/p>\n<p>= \u5b9a\u7fa9 =<br \/>\n\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVIDIA\uff09\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3068\u306f\u3001\u8a3c\u5238\u53d6\u5f15\u6240\u306e\u6b63\u898f\u53d6\u5f15\u6642\u9593\u6b63\u5f0f\u5f00\u59cb\u524d\u306b\u884c\u308f\u308c\u308b\u682a\u5f0f\u53d6\u5f15\u3092\u6307\u3059\u3002\u65e5\u672c\u6642\u9593\u3067\u306f\u901a\u5e3821:30\u9803\u304b\u3089\u6b21\u65e5\u6e05\u6668\u307e\u3067\u53d6\u5f15\u53ef\u80fd\u3067\u3001 Wall Street\u306e\u5e02\u5834\u958b\u59cb\u524d\u306b\u795e\u7d4cmarket\u306e\u53cd\u5fdc\u3092\u5148\u53d6\u308a\u3067\u304d\u308b\u91cd\u8981\u306a\u6642\u9593\u67a0\u3067\u3042\u308b\u30022026\u5e74\u306eAI\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u9700\u8981\u6025\u5897\u3092\u53d7\u3051\u3001NVIDIA\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u52d5\u5411\u306f\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u306e Sentiment \u3092\u5927\u304d\u304f\u5de6\u53f3\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002<\/p>\n<p>= \u30ea\u30b9\u30c8 =<br \/>\n&#8211; \u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u306e\u7279\u5fb4\u3068\u6d41\u52d5\u6027\u30ea\u30b9\u30af<br \/>\n&#8211; NVIDIA\u306eAIGPU\u5e02\u5834\u30b7\u30a7\u30a2\u52d5\u5411\uff082026\u5e74\u6700\u65b0\u7248\uff09<br \/>\n&#8211; \u6697\u53f7\u8cc7\u7523\u3068\u79d1\u6280\u682a\u306e\u76f8\u95a2\u6027\u5206\u6790<br \/>\n&#8211; \u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u6226\u7565<br \/>\n&#8211; \u65e5\u672c\u56fd\u5185\u306e\u6295\u8cc7\u5bb6\u304c\u53c3\u8003\u3067\u304d\u308b\u30c4\u30fc\u30eb3\u9078<\/p>\n<p>= \u30b9\u30c6\u30c3\u30d7\u30d0\u30a4\u30b9\u30c6\u30c3\u30d7 =<br \/>\n**\u30b9\u30c6\u30c3\u30d71\uff1a\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u60c5\u5831\u306e\u53ce\u96c6**<br \/>\n\u4e3b\u8981\u8a3c\u5238\u4f1a\u793e\u306e\u5b98\u65b9\u7f51\u7ad9\u3084Bloomberg Terminal\u3067 NVIDIA\u306e\u6c17\u914d\u5024\u3092\u78ba\u8a8d\u3002Level 2\u30c7\u30fc\u30bf\u3067\u677f\u60c5\u5831\uae4c\uc9c0\u30c1\u30a7\u30c3\u30af\u3059\u308b\u3053\u3068\u304c\u63a8\u5968\u3055\u308c\u308b\u3002<\/p>\n<p>**\u30b9\u30c6\u30c3\u30d72\uff1a\u5e02\u5834\u30c8\u30ec\u30f3\u30c9\u306e\u5206\u6790**<br \/>\n\u904e\u53bb30\u65e5\u5206\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u5909\u52d5\u30d1\u30bf\u30fc\u30f3\u3092\u3092\u8a18\u9332\u3002AI\u95a2\u9023\u306e\u65b0\u898f NEWS \u767a\u8868\u6642\u306b\u3069\u306e\u3088\u3046\u306a\u53cd\u5fdc\u3092\u898b\u305b\u308b\u304b\u691c\u8a3c\u3059\u308b\u3002<\/p>\n<p>**\u30b9\u30c6\u30c3\u30d73\uff1a\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u3068\u306e\u9023\u52d5\u6027\u3092\u78ba\u8a8d**<br \/>\nBTC\u30fbETH\u7684\u4ef7\u683c\u5909\u52d5\u3068 NVIDIA\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u52d5\u5411\u3092\u6bd4\u8f03\u3002\u76f8\u95a2\u4fc2\u6570\u304c0.7\u4ee5\u4e0a\u306e\u5834\u5408\u306f\u5f37\u3044\u76f8\u95a2\u304c\u3042\u308b\u3068\u5224\u65ad\u3067\u304d\u308b\u3002<\/p>\n<p>**\u30b9\u30c6\u30c3\u30d74\uff1a\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u5b9f\u8df5**<br \/>\n\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u306f\u6d41\u52d5\u6027\u304c\u4f4e\u3044\u30ec\u30d0\u30ec\u30c3\u30b8\u639b\u3051\u3089\u308c\u306a\u3044\u9298\u67c4\u304c\u591a\u3044\u305f\u3081\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u30b5\u30a4\u30ba\u306f\u901a\u5e38\u306e1\/3\u7a0b\u5ea6\u306b\u6291\u3048\u308b\u3002<\/p>\n<p>**\u30b9\u30c6\u30c3\u30d75\uff1a\u30a8\u30f3\u30c8\u30ea\u30fc\u30fb\u30a8\u30b0\u30b8\u30c3\u30c8\u6226\u7565\u306e\u5b9f\u884c**<br \/>\n\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e\u5927\u304d\u306a\u30ae\u30e3\u30c3\u30d7\u30a2\u30c3\u30d7\/\u30c0\u30a6\u30f3\u5f8c\u306f\u3001\u4e1c\u4eac\u5e02\u573a\u5f00\u573a\u5f8c\u306e\u30c8\u30ec\u30f3\u30c9\u30d5\u30a9\u30ed\u30fc\u304c\u6709\u52b9\u306a\u5834\u5408\u304c\u591a\u3044\u3002<\/p>\n<p>= \u6bd4\u8f03 =<br \/>\n**\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8 vs \u901a\u5e38\u306e\u53d6\u5f15\u6642\u9593**<\/p>\n<p>| \u9805\u76ee | \u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8 | \u901a\u5e38\u53d6\u5f15\u6642\u9593 |<br \/>\n|&#8212;&#8212;|&#8212;&#8212;&#8212;&#8212;&#8212;|&#8212;&#8212;&#8212;&#8212;-|<br \/>\n| \u6d41\u52d5\u6027 | \u8f83\u4f4e\uff08\u51fa\u6765\u9ad8\u306e10-20%\uff09 | \u9ad8\u3044 |<br \/>\n| \u30b9\u30d7\u30ec\u30c3\u30c9 | \u5e83\u3044\uff08\u6d41\u52d5\u6027\u30ea\u30b9\u30af\uff09 | \u72ed\u3044 |<br \/>\n| \u4fe1\u606f\u91cf | \u9650\u5b9a\u7684 | \u4e30\u5bcc\u7684 |<br \/>\n| \u9002\u5408\u5c64 | \u77ed\u671f\u30c8\u30ec\u30fc\u30c0\u30fc | \u5168\u3066\u306e\u6295\u8cc7\u5bb6 |<\/p>\n<p>**NVIDIA vs AMD \u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u6bd4\u8f03**<\/p>\n<p>NVIDIA\u306fAI GPU\u9700\u8981\u306e\u4e3b\u5c0e\u8005\u3068\u3057\u3066\u3001\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\uc5d0\uc11c\ub3c4 \u5e02\u5834\u5168\u4f53\u306e\u98ce\u5411\u6a19\u3068\u306a\u308b\u3002AMD\u306fNVIDIA\u306e\u751f\u7523\u8ffd\u5f93\u59ff\u52e2\u306e\u305f\u3081\u3001\u76f8\u5bfe\u7684\u306b\u5909\u52d5\ud3ed\u304c\u5c0f\u3055\u3044\u7279\u5fb4\u304c\u3042\u308b\u3002<\/p>\n<p>= \u30c7\u30fc\u30bf =<br \/>\n&#8211; NVIDIA\u5e02\u5834\u30b7\u30a7\u30a2\uff1aAI GPU\u5e02\u5834\u3067\u63a8\u5b9a75-80%\uff082026\u5e74Q1\u73fe\u5728\uff09<br \/>\n&#8211; Blackwell\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u63a1\u7528\u306eB200\u82af\u7247\u3001FP4\u7cbe\u5ea6\u3067\u6700\u592720PFLOPS\u306e\u6027\u80fd<br \/>\n&#8211; \u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u5e73\u5747\u53d6\u5f15\u91cf\uff1a\u65e5\u6b21500\u4e07\u682a\u7a0b\u5ea6\uff08\u901a\u5e38\u6642\u306e15%\uff09<br \/>\n&#8211; \u904e\u53bb1\u5e74\u9593\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u5e73\u5747\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff1a\u00b13.2%<br \/>\n&#8211; \u6697\u53f7\u8cc7\u7523\u5e02\u5834\u3068NVIDIA\u306e\u76f8\u95a2\u4fc2\u6570\uff1a0.68\uff082025\u5e74Q4\u4ee5\u964d\u4e0a\u6607\u50be\u5411\uff09<br \/>\n&#8211; \u6642\u4fa1\u7dcf\u984d\uff1a2026\u5e743\u6708\u6642\u70b9\u3067 \u7d042.8\u5146\u30c9\u30eb<\/p>\n<p>= FAQ =<br \/>\n\u95ee\uff1a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u306f\u3069\u3053\u3067\u884c\u3046\u3067\u304d\u307e\u3059\u304b\uff1f<br \/>\n\u7b54\uff1a\u4e3b\u8981\u30cd\u30c3\u30c8\u8a3c\u5238\u306e\u53d6\u6b21\u65e5Prelim\u7248\u3067\u3042\u308b\u3002Interactive Brokers\u3001Thinkorswim\uff08TD Ameritrade\uff09\u3001Charles Schwab\u306a\u3069\u3067\u53d6\u5f15\u53ef\u80fd\u3002\u65e5\u672c\u56fd\u5185\u304b\u3089\u306fIB\u8a3c\u5238\u304c\u3001\u6700\u3082\u8c4a\u5bcc\u306a \u0438\u043d\u0441\u0442\u0440\u0443\u043c\u0435\u043d\u0442\u044b\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u677f\u60c5\u5831(Level 2)\u3082\u78ba\u8a8d\u3067\u304d\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u4fa1\u683c\u8ffd\u8de1\u304c\u53ef\u80fd\u3060\u3002<\/p>\n<p>\u95ee\uff1a\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u60c5\u5831\u3092\u6697\u53f7\u8cc7\u7523\u6295\u8cc7\u306b\u3069\u3046\u6d3b\u304b\u305b\u3070\u3088\u3044\u3067\u3059\u304b\uff1f<br \/>\n\u7b54\uff1aNVIDIA\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u52d5\u5411\u306f\u3001\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u306e\u30ea\u30b9\u30af Sentiment \u306e\u5148\u884c\u6307\u6a19\u3068\u3057\u3066\u6a5f\u80fd\u3059\u308b\u3002\u7279\u306bAI\u95a2\u9023\u30c8\u30fc\u30af\u30f3\uff08RNDR\u3001FET\u3001ARKM\u306a\u3069\uff09\u3068\u306f\u5f37\u3044\u76f8\u95a2\u5173\u7cfb\u304c\u3042\u308a\u3001NVIDIA\u304c\u5927\u5e45\u306b\u4e0a\u6607\u5834\u5408\u306f\u3001AI\u30c8\u30fc\u30af\u30f3 \u0442\u043e\u0436\u0435\u8cb7\u623b\u3057\u304c\u5165\u308a\u3084\u3059\u3044\u3002\u9006\u3082\u7136\u308a\u3067\u3001\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e NVIDIA \u5b89\u5024\u66f4\u65b0\u306f\u3001\u6697\u53f7\u8cc7\u7523\u5e02\u5834\u5168\u4f53\u306b\u30ea\u30b9\u30af\u30aa\u30d5\u5727\u529b\u3092\u3082\u305f\u3089\u3059\u3002<\/p>\n<p>\u95ee\uff1a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6c7a\u7b97\u767a\u8868\u6642\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u6709\u4ec0\u4e48\u6ce8\u610f\u3059\u3079\u304d\u70b9\u3067\u3059\u304b\uff1f<br \/>\n\u7b54\uff1a\u6c7a\u7b97\u767a\u8868\u5f8c\u306f\u4e88\u60f3\u5916\u306e\u597d\u6750\u6599\/\u60aa\u6750\u6599\u3067\u5267\u70c8\u7684\u30ae\u30e3\u30c3\u30d7\u304c\u767a\u751f\u3057\u3084\u3059\u3044\u30022026\u5e74\u306eNVIDIA\u6c7a\u7b97\u3067\u306f\u3001AI\u9700\u8981\u306e\u6301\u7d9a\u6027\u3068Blackwell\u30b7\u30ea\u30fc\u30ba\u306e\u51fa\u8377\u72b6\u6cc1\u304c\u7126\u70b9\u3068\u306a\u308b\u3002\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e\u5927\u304d\u306a\u5909\u52d5\u5f8c\u306f\u3001\u4e1c\u4eac\u5e02\u573a\u5f00\u573a\u5f8c15-30\u5206\u306e\u9593\u306b\u62bc\u3057\u76ee\u8cb7\u3044 \u0438\u043b\u0438 \u5229\u78ba\u306e\u6a5f\u4f1a\u304c\u751f\u307e\u308c\u308b\u305f\u3081\u3001\u640d\u5207\u308a\u30e9\u30a4\u30f3\u3092\u8a2d\u5b9a\u3057\u305f\u4e0a\u3067\u30a8\u30f3\u30c8\u30ea\u30fc\u3059\u308b\u3053\u3068\u304c\u63a8\u5968\u3055\u308c\u308b\u3002<\/p>\n<p>\u95ee\uff1a\u500b\u4eba\u6295\u8cc7\u5bb6\u304c\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067NVIDIA\u3092\u53d6\u5f15\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u306f\u4f55\u3067\u3059\u304b\uff1f<br \/>\n\u7b54\uff1a\u6a5f\u95a2\u6295\u8cc7\u5bb6\u304c\u52d5\u304f\u524d\u306e\u60c5\u5831\u683c\u5dee\u3092\u6d3b\u304b\u305b\u308b\u70b9\u304c\u6700\u5927\u30e1\u30ea\u30c3\u30c8\u3060\u3002\u5e02\u5834\u5f00\u59cb\u524d\u306b NEWS \u3092 \u53cd\u5e94\u3057\u305f\u4fa1\u683c\u5f62\u6210\u304c\u884c\u308f\u308c\u308b\u305f\u3081\u3001\u6771\u4eac\u65f6\u95f4 morning\u5f00\u573a\u5f8c\u3088\u308a\u3082\u826f\u3044\u30ec\u30fc\u30c8\u3067\u7d04\u6267\u884c\u3067\u304d\u308b\u573a\u5408\u304c\u3042\u308b\u3002\u7279\u306bAI\u95a2\u9023\u306e BREAKING NEWS \u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306f\u3001\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e \u521d\u52d5\u304c Tokyo\u53d6\u5f15\u65f6\u95f4\ubcf4\ub2e4\u8fc5\u901f\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3002<\/p>\n<p>\u95ee\uff1aNVIDIA\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u6642\u9593\u3067\u65e5\u672c\u6642\u9593\u306f\u3044\u3064\u306b\u306a\u308a\u307e\u3059\u304b\uff1f<br \/>\n\u7b54\uff1aEST\uff08\u6771\u90e8\u6a19\u6e96\u6642\uff0921:30\u304b\u3089\u306e\u53d6\u5f15\u958b\u59cb\u306f\u3001\u65e5\u672c\u65f6\u95f4\u3067\u306f10:30\uff08\u590f\u6642\u9593\u306f9:30\uff09\u306b\u5bfe\u5fdc\u3059\u308b\u3002\u305f\u3060\u3057\u65e5\u672c\u306e\u8a3c\u5238\u4f1a\u793e\u3067\u306f\u76f4\u63a5\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u3067\u304d\u306a\u3044 \uacbd\uc6b0\uac00\u5927\u591a\u6570\u306a\u306e\u3067\u3001 \u6d77\u5916\u8a3c\u5238\u53e3\u5ea7\u306e\u5f00\u8bbe\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002\u53d6\u5f15\u65f6\u95f4\u306fEST\u57fa\u51c6\u30674\u6642\u9593\u7a0b\u5ea6\u306e\u305f\u3081\u3001\u65e5\u672c\u65f6\u95f4\u3067\u306f14:30\uff08\u590f\u6642\u9593\u306f13:30\uff09\u307e\u3067\u306e\u53d6\u308a\u5f15\u304d\u304c\u53ef\u80fd\u3060\u3002<\/p>\n<p>= \u7d4c\u9a13 =<br \/>\n\u7b46\u8005\u304c\u5b9f\u969b\u306bNVIDIA\u306e\u30d7\u30ec\u30de\u30fc\u30aftet\u4ea4\u6613\u3092\u901a\u3058\u3066\u5b9f\u611f\u3057\u305f\u306e\u306f\u3001\u6d41\u52a8\u6027\u306e\u4f4e\u3055\u304b\u3089\u304f\u308b slippage \u30ea\u30b9\u30af\u7ba1\u7406\u306e\u91cd\u8981\u6027\u3060\u3002100\u682a\u4ee5\u4e0a\u306e\u6ce8\u6587\u3092\u5165\u308c\u308b\u3068\u3001\u5e0c\u671b\u4fa1\u683c\u304b\u30891-2%\u4e56\u96e2\u3057\u3066 \u7d04\u5b9a\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u3001\u6cb9\u65ad\u306a\u3089\u306a\u3044\u3002\u307e\u305f\u3001AI\u95a2\u9023\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u60c5\u5831\uff08TSMC\u306e\u5148\u8fdb\u5de5\u827a\u826f\u7387\u306a\u3069\uff09\u306f\u3001\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u4fa1\u683c\u3067\u5148\u884c\u3057\u3066 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foundry\u30b5\u30fc\u30d3\u30b9\u306f\u3001\u6697\u53f7\u8cc7\u7523\u306e\u5206\u6563\u578bAI\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u57fa\u76e4\u3068\u7af6\u5408\u5173\u7cfb\u306b\u3042\u308a\u3001\u3053\u306e\u52a8\u5411\u306f\u4eca\u5f8c\u306e\u5e02\u5834\u6784\u9020\u3092\u5de6\u53f3\u3059\u308b\u3002\u7279\u522b\u662f\u3001NVIDIA\u304c\u624b\u304c\u3051\u308bEdge AI\u3068\u533a\u5757\u94fe\u6280\u8853\u306e\u878d\u5408\u9886\u57df\u306f\u3001IoT\u00d7Crypto\u3068\u3044\u3046\u65b0\u3057\u3044\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3082\u751f\u3093\u3067\u304a\u308a\u3001\u6295\u8d44\u5bb6\u306e\u95f4\u3067\u95a2\u5fc3\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3002<\/p>\n<p>= \u6743\u5a01 =<br \/>\nMorgan Stanley\u306e2026\u5e74AI\u534a\u5bfc\u4f53\u30bb\u30af\u30bf\u30fc\u5206\u6790\u306b\u3088\u308b\u3068\u3001NVIDIA\u306eAI GPU\u9700\u8981\u306f2025\u5e74\u6bd4\u306740%\u4ee5\u4e0a\u306e\u6210\u9577\u304c\u89c1\u8fbc\u307e\u308c\u308b\u3002Bloomberg Terminal\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u3067\u306f\u3001\u901a\u671fEPS\u306f\u524d\u5e74\u6bd425%\u5897\u306e4.80\u30c9\u30eb\u7a0b\u5ea6\u304c\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3002\u307e\u305f\u3001CoinShares\u306e\u7814\u7a76\u90e8\u95e8\u306f\u3001AI\u95a2\u9023\u30c8\u30fc\u30af\u30f3\u3068\u79d1\u6280\u682a\u306e\u76f8\u95a2\u6027\u304c2025\u5e74Q4\u4ee5\u964d\u663e\u8457\u306b\u9ad8\u307e\u3063\u305f\u3053\u3068\u3092\u62a5\u544a\u4e2d\u3067\u6307\u6458\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>= \u53ef\u9760 =<br \/>\n\u672c\u8bb0\u4e8b\u3067\u5f15\u7528\u3057\u305f\u65f6\u4fa1\u7dcf\u984d\u30c7\u30fc\u30bf\u3084\u5e02\u573a\u30b7\u30a7\u30a2\u306f\u3001\u5404\u793e\u306e\u516c\u5f0fIR\u8d44\u6599\u304a\u3088\u3073Bloomberg Terminal\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30c7\u30fc\u30bf\u3092\u57fa\u51c6\u3068\u3057\u3066\u3044\u308b\u3002\u5206\u6790\u610f\u89c1\u306b\u3064\u3044\u3066\u306f\u7b14\u8005\u306e\u79c1\u89c1\u3068\u306a\u308a\u3001\u6295\u8d44\u52a9\u8a00\u3067\u306f\u306a\u3044\u3002\u6295\u8d44\u5224\u65ad\u306f\u3001\u5404\u6295\u8d44\u5bb6\u306e\u8d23\u4efb\u306b\u304a\u3044\u3066\u884c\u308f\u308c\u308b\u3088\u3046\u304a\u9858\u3044\u3057\u305f\u3044\u3002<\/p>\n<p>= \u539f\u521b\u89c2\u70b9 =<br \/>\nNVIDIA\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u52a8\u5411\u306f\u3001\u6697\u53f7\u8cc7\u7523\u5e02\u573a\u306b\u304a\u3051\u308b\u300c\u79d1\u6280\u682a\u30d0\u30a4\u30a2\u30b9\u300d\u306e\u8bd5\u91d1\u77f3\u3068\u3057\u3066\u4eca\u540e\u3082\u91cd\u8981\u6027\u3092\u5897\u3059\u3068\u8003\u3048\u3089\u308c\u308b\u30022026\u5e74\u73b0\u5728\u3001<a href=\"https:\/\/kj17.com\/zh_cn\/2026\/05\/11\/%e6%af%94%e7%89%b9%e5%b8%81%e7%be%8e%e5%85%83%e4%bb%b7%e6%a0%bc%e5%ae%9e%e6%97%b6%e6%9f%a5%e8%af%a2%ef%bc%9a%e6%8e%8c%e6%8f%a1%e6%9c%80%e6%96%b0%e8%a1%8c%e6%83%85%e4%b8%8e%e6%8a%95%e8%b5%84%e5%85%88\/\" target=\"_blank\">Bitcoin<\/a>\u304cETF\u3092\u901a\u3058\u305f\u673a\u6784\u8d44\u672c\u306e\u6d41\u5165\u3067\u4f20\u7edf\u91d1\u878d\u8d44\u4ea7\u3068\u3057\u3066\u306e\u6027\u683c\u3092\u5f3a\u3081\u308b\u4e00\u65b9\u3001AI 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\/>\n\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u306f\u3001\u6697\u53f7\u8d44\u4ea7\u5e02\u573a\u3068\u306e\u9023\u643a\u3092\u610f\u8b58\u3057\u305f\u6295\u8d44\u6226\u7565\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u62c5\u3063\u3066\u3044\u308b\u3002AI\u534a\u5bfc\u4f53\u9700\u8981\u306e\u6301\u7eed\u7684\u306a\u6210\u957f\u3068\u53bb\u4e2d\u5fc3\u5316\u8ba1\u7b97\u6280\u672f\u306e\u8fdb\u5316\u306f\u3001\u4f20\u7edf\u91d1\u878d\u5e02\u573a\u548c\u6697\u53f7\u8d44\u4ea7\u5e02\u5834\u306e\u57a3\u6839\u3092\u4f4e\u304f\u3057\u3066\u3044\u308b\u3002\u6295\u8d44\u8005\u306f\u3001\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e NVIDIA \u306e\u52a8\u5411\u3092 daily check \u3059\u308b\u4e60\u60ef\u3092\u8eab\u306b\u3064\u3051\u3001\u5e02\u573a Sentiment \u306e\u53d8\u5316\u306b\u654f\u611f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u3067\u30012026\u5e74\u306eAI\u30d0\u30d6\u30eb\u3092\u8d24\u304f\u6d3b\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002<\/p>\n<p>= \u5e38\u89c1\u95ee\u9898 =<\/p>\n<p>1. **\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2 \u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u4e3a\u4ec0\u4e48\u6700\u8fd1\u7a81\u7136\u706b\u4e86\uff1f\u662f\u7092\u4f5c\u8fd8\u662f\u6709\u771f\u5b9e\u8fdb\u5c55\uff1f**<\/p>\n<p>\u5982\u679c\u53ea\u770b\u4ef7\u683c\uff0c\u5f88\u5bb9\u6613\u8bef\u4ee5\u4e3a\u662f\u7092\u4f5c\uff0c\u4f46\u53ef\u4ee5\u4ece\u51e0\u4e2a\u6570\u636e\u53bb\u9a8c\u8bc1\uff1a1\uff09\u641c\u7d22\u70ed\u5ea6\uff08Google Trends\uff09\u662f\u5426\u540c\u6b65\u4e0a\u6da8\uff1b2\uff09\u94fe\u4e0a\u6570\u636e\uff0c\u6bd4\u5982\u6301\u5e01\u5730\u5740\u6570\u6709\u6ca1\u6709\u660e\u663e\u589e\u957f\uff1b3\uff09\u4ea4\u6613\u6240\u662f\u5426\u65b0\u589e\u4e0a\u7ebf\u6216\u589e\u52a0\u4ea4\u6613\u5bf9\u3002\u4ee5\u4e4b\u524d\u67d0\u4e9bAI\u7c7b\u9879\u76ee\u4e3a\u4f8b\uff0c\u5b83\u4eec\u5728\u7206\u53d1\u524d\uff0cGitHub\u63d0\u4ea4\u9891\u7387\u548c\u793e\u533a\u6d3b\u8dc3\u5ea6\u662f\u540c\u6b65\u63d0\u5347\u7684\uff0c\u800c\u4e0d\u662f\u53ea\u6da8\u4ef7\u6ca1\u52a8\u9759\u3002\u5982\u679c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2 \u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u540c\u65f6\u51fa\u73b0\u201c\u4ef7\u683c\u4e0a\u6da8 + \u7528\u6237\u589e\u957f + \u4ea7\u54c1\u66f4\u65b0\u201d\uff0c\u90a3\u5927\u6982\u7387\u4e0d\u662f\u7eaf\u7092\u4f5c\uff0c\u800c\u662f\u9636\u6bb5\u6027\u88ab\u5e02\u573a\u5173\u6ce8\u3002<\/p>\n<p>2. **\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2 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