{"image_url":null,"height":"190","type":"rich","published":"2025-09-08 16:20:27","author_url":"https://blog.hatena.ne.jp/wave07015/","url":"https://wave07015.hatenadiary.com/entry/2025/09/08/162027","version":"1.0","blog_title":"\u682aFX\u30c6\u30af\u30cb\u30ab\u30eb\u5206\u6790\u3000\u512a\u4f4d\u6027\u306e\u9ad8\u3044\u30c8\u30ec\u30fc\u30c9\u624b\u6cd5","author_name":"wave07015","provider_url":"https://hatena.blog","blog_url":"https://wave07015.hatenadiary.com/","provider_name":"Hatena Blog","width":"100%","categories":["AI"],"title":"NVIDIA\u3001Tesla\u3001Meta/Alphabet\u3001Apple \u5404\u9298\u67c4\u306e \u4eca\u5f8c1\u304b\u3089\uff15\u5e74\u5f8c\u306e\u682a\u4fa1\u4e0a\u6607\u671f\u5f85\u5ea6\u30e9\u30f3\u30ad\u30f3\u30b0 \u3067\u3059\u3002C\u8aac","html":"<iframe src=\"https://hatenablog-parts.com/embed?url=https%3A%2F%2Fwave07015.hatenadiary.com%2Fentry%2F2025%2F09%2F08%2F162027\" title=\"NVIDIA\u3001Tesla\u3001Meta/Alphabet\u3001Apple \u5404\u9298\u67c4\u306e \u4eca\u5f8c1\u304b\u3089\uff15\u5e74\u5f8c\u306e\u682a\u4fa1\u4e0a\u6607\u671f\u5f85\u5ea6\u30e9\u30f3\u30ad\u30f3\u30b0 \u3067\u3059\u3002C\u8aac - \u682aFX\u30c6\u30af\u30cb\u30ab\u30eb\u5206\u6790\u3000\u512a\u4f4d\u6027\u306e\u9ad8\u3044\u30c8\u30ec\u30fc\u30c9\u624b\u6cd5\" class=\"embed-card embed-blogcard\" scrolling=\"no\" frameborder=\"0\" style=\"display: block; width: 100%; height: 190px; max-width: 500px; margin: 10px 0px;\"></iframe>","description":"NVIDIA\u3001Tesla\u3001Meta/Alphabet\u3001Apple \u5404\u9298\u67c4\u306e \u4eca\u5f8c1\u5e74\u9593\u306e\u682a\u4fa1\u4e0a\u6607\u671f\u5f85\u5ea6\u30e9\u30f3\u30ad\u30f3\u30b0 \u3067\u3059\u3002\u8907\u6570\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u6e2c\u3084\u5c02\u9580\u5bb6\u898b\u89e3\u306b\u57fa\u3065\u304d\u53b3\u9078\u3057\u307e\u3057\u305f\u3002 \u4eca\u5f8c1\u5e74\u306e\u682a\u4fa1\u4e0a\u6607\u671f\u5f85\u30e9\u30f3\u30ad\u30f3\u30b0\uff08\u9ad8\u3044\u9806\uff09 1. Tesla (TSLA) Wedbush\u306eDan Ives\u6c0f\u304c \u682a\u4fa1\u76ee\u6a19 $500 \u2192 \u7d04+50%\u4e0a\u6607\u306e\u898b\u901a\u3057 \u3068\u5f37\u6c17\u4e88\u60f3 \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ba\u30de\u30fc\u30b1\u30c3\u30c8\u30a6\u30a9\u30c3\u30c1 Benchmark\u306eMickey Legg\u6c0f\u3082 \u76ee\u6a19 $475 \u2192 \u7d04+45%\u306e\u4e0a\u6607\u4f59\u5730 \u3092\u793a\u5506 \u30de\u30fc\u30b1\u30c3\u30c8\u30a6\u30a9\u30c3\u30c1 \u81ea\u5f8b\u8d70\u884c\u30ed\u30dc\u30bf\u30af\u30b7\u30fc\u3078\u306e\u671f\u5f85\u3068AI\u30c8\u30e9\u30f3\u30b8\u30b7\u30e7\u30f3\u304c\u5f37\u3044\u5f8c\u62bc\u3057\u6750\u6599\u3002 2. NVIDIA (NVDA\u2026"}