{"id":484,"date":"2026-05-21T06:15:05","date_gmt":"2026-05-20T21:15:05","guid":{"rendered":"https:\/\/blackfire.work\/invest\/?p=484"},"modified":"2026-05-21T06:20:53","modified_gmt":"2026-05-20T21:20:53","slug":"%e3%82%a8%e3%83%8c%e3%83%93%e3%83%87%e3%82%a3%e3%82%a2%e5%ae%89%e5%ae%9a%e3%81%ae%e5%a5%bd%e6%b1%ba%e7%ae%97%e3%81%a0%e3%81%91%e3%81%a9%e5%88%a9%e7%a2%ba%e5%a3%b2%e3%82%8a%e3%81%a7%ef%bc%93%ef%bc%85","status":"publish","type":"post","link":"https:\/\/blackfire.work\/invest\/?p=484","title":{"rendered":"\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u5b89\u5b9a\u306e\u597d\u6c7a\u7b97\u3060\u3051\u3069\u5229\u78ba\u58f2\u308a\u3067\uff13\uff05\u307b\u3069\u682a\u4fa1\u4e0b\u843d\u3001\u3067\u3082\u65e5\u7d4c\u5e73\u5747\u5148\u7269\u7206\u3042\u304c\u308a\u3067\u4ffa\u6c0f\u7206\u6b7b"},"content":{"rendered":"\n<p class=\"is-style-balloon_box wp-block-paragraph\">\u843d\u3061\u308b\u6642\u306e\u52e2\u3044\u3059\u3054\u3044\u306a&#8230;.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\ud83c\uddfa\ud83c\uddf8 NVIDIA\u6c7a\u7b97\u3001\u7126\u70b9\u306f\u300c\u7c97\u5229\u738775%\u300d<br><br>\u4eca\u591c\uff08\u65e5\u672c\u6642\u9593\u660e\u671d\uff09\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u6c7a\u7b97\u306f\u3001\u305f\u3060\u306e\u597d\u6c7a\u7b97\u3067\u306f\u5e02\u5834\u306b\u9a5a\u304b\u308c\u306b\u304f\u3044\u3002\u306a\u3093\u306a\u3089\u76f4\u8fd13\u56de\u306f\u597d\u6c7a\u7b97\u3067\u3082\u767a\u8868\u5f8c\u306f\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u3066\u3044\u308b\u3002<br><br>\ud83d\udc47 \u597d\u6c7a\u7b97\u3068\u5224\u65ad\u3055\u308c\u308b\u6761\u4ef6\u306f\u4e3b\u306b5\u3064<br><br>\u30fb\u58f2\u4e0a800\u5104\u30c9\u30eb\u8d85\u3048<br>\u30fbEPS1.80\u30c9\u30eb\u8d85\u3048<br>\u30fb\u7c97\u5229\u738775%\u4ee5\u4e0a\u2026 <a href=\"https:\/\/t.co\/023irytGEp\">pic.twitter.com\/023irytGEp<\/a><\/p>&mdash; SOU\u26a1\ufe0f\u6295\u8cc7\u30cb\u30e5\u30fc\u30b9 \/ \u4eee\u60f3\u901a\u8ca8\u30fb\u7c73\u56fd\u682a\u30fbAI (@SOU_BTC) <a href=\"https:\/\/twitter.com\/SOU_BTC\/status\/2057050606360039523?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">BREAKING: Nvidia stock, <a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a>, falls over -3% after posting record quarterly revenue of $81.6 billion and higher than expected EPS. <a href=\"https:\/\/t.co\/ZL1VhcSo3F\">pic.twitter.com\/ZL1VhcSo3F<\/a><\/p>&mdash; The Kobeissi Letter (@KobeissiLetter) <a href=\"https:\/\/twitter.com\/KobeissiLetter\/status\/2057195490781823099?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u3093\u306a\u4e2d\u30a2\u30ea\u30d0\u30d0\u304c\u3084\u308a\u3084\u304c\u3063\u305f<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u30a2\u30ea\u30d0\u30d0\u3001\u65b0\u578bAI\u534a\u5c0e\u4f53\u3092\u767a\u8868\u3000\u6027\u80fd3\u500d\u306b<a href=\"https:\/\/t.co\/kE6SfWlOVz\">https:\/\/t.co\/kE6SfWlOVz<\/a><\/p>&mdash; \u3042\u308a\u3083\u308a\u3083 (@aryarya) <a href=\"https:\/\/twitter.com\/aryarya\/status\/2057067037969797622?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3044\u3044\u3048\u3001\u5929\u4e95\u3068\u306f\u8a00\u3048\u307e\u305b\u3093\u3002\u6c7a\u7b97\u3068\u6765\u5b63\u4e88\u60f3\u306f\u5f37\u6c17\u3067\u3059\u304c\u3001\u5e02\u5834\u306e\u671f\u5f85\u3092\u4e0a\u56de\u308b\u5f62\u3067\u5b9f\u73fe\u3057\u3066\u304a\u308a\u3001AI\u9700\u8981\u306e\u52e2\u3044\u306f\u307e\u3060\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6700\u65b0\u306e\u6c7a\u7b97\u72b6\u6cc1\uff082026\u5e745\u670820\u65e5\u767a\u8868\uff1aFY2027 Q1\uff09<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u58f2\u4e0a\u9ad8<\/strong>: 816\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+85%\u3001\u524d\u56db\u534a\u671f\u6bd4+20%\uff09\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\uff08\u7d0479\u5104\u30c9\u30eb\u524d\u5f8c\uff09\u3092\u660e\u78ba\u306b\u4e0a\u56de\u308b\u3002<\/li>\n\n\n\n<li><strong>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\uff08AI\u4e3b\u529b\uff09<\/strong>: 752\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+92%\uff09\u3002\u3053\u308c\u304c\u6210\u9577\u306e\u307b\u307c\u5168\u3066\u3092\u727d\u5f15\u3002<\/li>\n\n\n\n<li><strong>\u8abf\u6574\u5f8cEPS<\/strong>: \u7d041.87\u30c9\u30eb\uff08\u4e88\u60f31.76-1.78\u30c9\u30eb\u3092\u4e0a\u56de\u308b\uff09\u3002<\/li>\n\n\n\n<li><strong>\u6765\u5b63\uff08Q2\uff09\u30ac\u30a4\u30c0\u30f3\u30b9<\/strong>: \u7d04892-928\u5104\u30c9\u30eb\uff08\u4e88\u60f387\u5104\u30c9\u30eb\u524d\u5f8c\u3092\u4e0a\u56de\u308b\u5f37\u6c17\uff09\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d\u56db\u534a\u671f\uff08FY2026 Q4\uff09\u3082\u58f2\u4e0a681\u5104\u30c9\u30eb\uff08+73%\uff09\u3068\u597d\u8abf\u3067\u3001\u901a\u5e742159\u5104\u30c9\u30eb\uff08+65%\uff09\u3068\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3057\u3066\u3044\u307e\u3057\u305f\u3002Blackwell\u306a\u3069\u306e\u65b0\u4e16\u4ee3GPU\u304c\u5bc4\u4e0e\u3057\u3001\u9700\u8981\u304c\u4f9b\u7d66\u3092\u4e0a\u56de\u308b\u72b6\u6cc1\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u682a\u4fa1\u306f\u5929\u4e95\u304b\uff1f<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u73fe\u5728\u306e\u682a\u4fa1\u306f<strong>220-225\u30c9\u30eb\u524d\u5f8c<\/strong>\uff082026\u5e745\u670820-21\u65e5\u6642\u70b9\uff09\u300252\u9031\u9ad8\u5024236\u30c9\u30eb\u4ed8\u8fd1\u306b\u63a5\u8fd1\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5e74\u521d\u6765\u3067\u307e\u3060\u30d7\u30e9\u30b9\u570f\u3092\u7dad\u6301\u3059\u308b\u6c34\u6e96\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30a2\u30ca\u30ea\u30b9\u30c8\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9<\/strong>: \u5e73\u5747\u76ee\u6a19\u682a\u4fa1270-280\u30c9\u30eb\u524d\u5f8c\uff08Strong Buy\u591a\u6570\uff09\u3002\u9ad8\u5024380\u30c9\u30eb\u3001\u4f4e\u5024140\u30c9\u30eb\u306e\u5e45\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u5927\u534a\u304c\u4e0a\u6607\u4f59\u5730\u3042\u308a\u3068\u898b\u3066\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li>PER\u306f\u30d5\u30a9\u30ef\u30fc\u30c9\u306720-25\u500d\u53f0\u3068\u3001\u6210\u9577\u7387\uff082027\u5e74\u3082\u9ad8\u6210\u9577\u898b\u8fbc\u307f\uff09\u3092\u8003\u616e\u3059\u308b\u3068\u5272\u9ad8\u611f\u306f\u8584\u308c\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u4e00\u6642\u7684\u306bS&amp;P500\u4e26\u307f\u3084\u305d\u308c\u4ee5\u4e0b\u306e\u6c34\u6e96\u307e\u3067\u4f4e\u4e0b\u3057\u305f\u6642\u671f\u3082\u3042\u308a\u307e\u3057\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5929\u4e95\u8ad6\u306e\u6839\u62e0\uff08\u61f8\u5ff5\u6750\u6599\uff09<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u671f\u5f85\u5024\u304c\u6975\u3081\u3066\u9ad8\u3044\uff08\u300c\u5b8c\u74a7\u306a\u5b9f\u884c\u300d\u3092\u7e54\u308a\u8fbc\u307f\u6e08\u307f\uff09\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u4e88\u60f3\u4e26\u307f\u3060\u3068\u58f2\u3089\u308c\u308b\u300csell on news\u300d\u304c\u904e\u53bb\u306b\u3042\u308a\u307e\u3057\u305f\u3002<\/li>\n\n\n\n<li>\u7af6\u4e89\u6fc0\u5316\uff08AMD\u306a\u3069\uff09\u3001\u8f38\u51fa\u898f\u5236\u3001\u4e2d\u56fd\u9700\u8981\u306e\u4e0d\u900f\u660e\u3001\u30de\u30fc\u30b8\u30f3\u5727\u529b\uff08\u65b0\u30c1\u30c3\u30d7\u751f\u7523\u30b3\u30b9\u30c8\uff09\u3002<\/li>\n\n\n\n<li>AI\u6295\u8cc7\u306e\u30d4\u30fc\u30af\u30a2\u30a6\u30c8\u61f8\u5ff5\uff08\u30cf\u30a4\u30d1\u30fc\u898f\u6a21\u4f01\u696d\u4e2d\u5fc3\u304b\u3001\u4e00\u822c\u4f01\u696d\u307e\u3067\u5e83\u304c\u308b\u304b\uff09\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5f37\u6c17\u7d99\u7d9a\u306e\u6839\u62e0<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306f\u300c\u307e\u3060\u521d\u671f\u6bb5\u968e\u300d\u3002Jensen Huang CEO\u306f\u300c\u9055\u3046\u4e16\u754c\u304c\u898b\u3048\u3066\u3044\u308b\u300d\u3068\u7e70\u308a\u8fd4\u3057\u30012030\u5e74\u307e\u3067\u306e\u5de8\u5927\u5e02\u5834\u3092\u5f37\u8abf\u3002<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u53ef\u8996\u6027\u304c\u9ad8\u304f\u3001Blackwell\/Rubin\u306a\u3069\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304c\u9806\u8abf\u3002<\/li>\n\n\n\n<li>\u682a\u8cb7\u623b\u3057\uff0880\u5104\u30c9\u30eb\u8ffd\u52a0\uff09\u3084\u914d\u5f53\u5897\u984d\u306a\u3069\u3001\u682a\u4e3b\u9084\u5143\u5f37\u5316\u3002<\/li>\n\n\n\n<li>\u6210\u9577\u7387\u304c80%\u524d\u5f8c\u3067\u3082\u6301\u7d9a\u53ef\u80fd\u306a\u3089\u3001\u6642\u4fa1\u7dcf\u984d\u306f\u3055\u3089\u306b\u62e1\u5927\u4f59\u5730\u5927\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u307e\u3068\u3081\uff1a\u5f37\u6c17\u3059\u304e\u308b\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6c7a\u7b97\u30fb\u30ac\u30a4\u30c0\u30f3\u30b9\u306f<strong>\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u5f37\u6c17<\/strong>\u3067\u3059\u304c\u3001\u305d\u308c\u304cNVIDIA\u306e\u5b9f\u529b\uff08\u9700\u8981\u5438\u53ce\u529b\uff09\u3092\u53cd\u6620\u3057\u305f\u7d50\u679c\u3067\u3059\u3002AI\u30d6\u30fc\u30e0\u304c\u672c\u683c\u5316\u3059\u308b\u4e2d\u3001\u77ed\u671f\u7684\u306a\u8abf\u6574\uff08\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff09\u306f\u3042\u308a\u5f97\u307e\u3059\u304c\u3001<strong>\u6839\u672c\u7684\u306a\u5929\u4e95\uff08\u30d4\u30fc\u30af\u30a2\u30a6\u30c8\uff09\u3068\u306f\u8003\u3048\u306b\u304f\u3044<\/strong>\u72b6\u6cc1\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u5224\u65ad\u306f\u500b\u4eba\u306e\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u6b21\u7b2c\u3067\u3059\u304c\u3001\u9577\u671f\u8996\u70b9\u3067\u306f\u4f9d\u7136\u3068\u3057\u3066AI\u306e\u4e2d\u5fc3\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u3057\u3066\u652f\u6301\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u6700\u65b0\u6c7a\u7b97\u5f8c\u306e\u53cd\u5fdc\u3084Jensen\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u3055\u3089\u306b\u78ba\u8a8d\u3059\u308b\u3053\u3068\u3092\u304a\u3059\u3059\u3081\u3057\u307e\u3059\u3002\u6295\u8cc7\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Shares of Nvidia fell after the world\u2019s most valuable company disappointed investors with its latest sales forecast, adding to concerns about growing competition in the AI chip industry <a href=\"https:\/\/t.co\/6NIz3u1oSz\">https:\/\/t.co\/6NIz3u1oSz<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2057196400111124821?ref_src=twsrc%5Etfw\">May 20, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>\u843d\u3061\u308b\u6642\u306e\u52e2\u3044\u3059\u3054\u3044\u306a&#8230;. \u305d\u3093\u306a\u4e2d\u30a2\u30ea\u30d0\u30d0\u304c\u3084\u308a\u3084\u304c\u3063\u305f \u3044\u3044\u3048\u3001\u5929\u4e95\u3068\u306f\u8a00\u3048\u307e\u305b\u3093\u3002\u6c7a\u7b97\u3068\u6765\u5b63\u4e88\u60f3\u306f\u5f37\u6c17\u3067\u3059\u304c\u3001\u5e02\u5834\u306e\u671f\u5f85\u3092\u4e0a\u56de\u308b\u5f62\u3067\u5b9f\u73fe\u3057\u3066\u304a\u308a\u3001AI\u9700\u8981\u306e\u52e2\u3044\u306f\u307e\u3060\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002 \u6700\u65b0\u306e\u6c7a\u7b97\u72b6\u6cc1\uff0820 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