{"id":2525003,"date":"2025-05-14T18:46:39","date_gmt":"2025-05-14T18:46:39","guid":{"rendered":"https:\/\/www.wacoca.com\/news\/2525003\/"},"modified":"2025-05-14T18:46:39","modified_gmt":"2025-05-14T18:46:39","slug":"%e3%82%b3%e3%83%a9%e3%83%a0%ef%bc%9a%e3%83%88%e3%83%a9%e3%83%b3%e3%83%97%e6%94%bf%e6%a8%a9%e3%81%8c%ef%bd%81%ef%bd%89%e5%8d%8a%e5%b0%8e%e4%bd%93%e8%bc%b8%e5%87%ba%e6%94%bf%e7%ad%96%e8%bb%a2%e6%8f%9b","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/news\/2525003\/","title":{"rendered":"\u30b3\u30e9\u30e0\uff1a\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304c\uff21\uff29\u534a\u5c0e\u4f53\u8f38\u51fa\u653f\u7b56\u8ee2\u63db\u3001\u540c\u76df\u56fd\u3092\u4f9b\u7d66\u7db2\u306b\u56f2\u3044\u8fbc\u307f | \u30ed\u30a4\u30bf\u30fc"},"content":{"rendered":"

[\u30cb\u30e5\u30fc\u30e8\u30fc\u30af \uff11\uff13\u65e5 \u30ed\u30a4\u30bf\u30fc\u3000BREAKINGVIEWS] – \u6280\u8853\u7684\u306a\u8ab2\u984c\u306e\u514b\u670d\u3084\u7a81\u7834\u306f\u3001\u6c7a\u3057\u3066\u7c73\u56fd\u306e\u5c02\u58f2\u7279\u8a31\u3067\u306f\u306a\u3044\u3002\u30d0\u30a4\u30c7\u30f3\u524d\u653f\u6a29\u306f\u4e2d\u56fd\u306e\u4eba\u5de5\u77e5\u80fd\uff08\uff21\uff29\uff09\u6280\u8853\u767a\u5c55\u3092\u6291\u3048\u308b\u76ee\u7684\u3067\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2(NVDA.O), opens new tab\u306e\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u306e\u8f38\u51fa\u898f\u5236\u3092\u6b66\u5668\u3068\u3057\u3066\u4ed6\u306e\u5206\u91ce\u306e\u9032\u5c55\u3092\u9045\u3089\u305b\u3088\u3046\u3068\u3057\u305f\u3002\u3057\u304b\u3057\u4eca\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u3092\u76ae\u5207\u308a\u3068\u3059\u308b\u4e2d\u6771\u8a2a\u554f\u3092\u958b\u59cb\u3057\u305f\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306f\u3001\u4e2d\u56fd\u88fd\u534a\u5c0e\u4f53\u3092\u8cb7\u308f\u306a\u3044\u3068\u3044\u3046\u6761\u4ef6\u4ed8\u304d\u3067\u7c73\u56fd\u88fd\u534a\u5c0e\u4f53\u3092\u5229\u7528\u3057\u3066\u3082\u3089\u3046\u3068\u3044\u3046\u65b9\u5f0f\u306b\u5207\u308a\u66ff\u3048\u3064\u3064\u3042\u308b\u3002<\/p>\n

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\"コラム：トランプ政権がＡＩ半導体輸出政策転換、同盟国を供給網に囲い込み\"\/<\/p>\n

\u3000\uff15\u6708\uff11\uff13\u65e5\u3001\u4eca\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u3092\u76ae\u5207\u308a\u3068\u3059\u308b\u4e2d\u6771\u8a2a\u554f\u3092\u958b\u59cb\u3057\u305f\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306f\u3001\u4e2d\u56fd\u88fd\u534a\u5c0e\u4f53\u3092\u8cb7\u308f\u306a\u3044\u3068\u3044\u3046\u6761\u4ef6\u4ed8\u304d\u3067\u7c73\u56fd\u88fd\u534a\u5c0e\u4f53\u3092\u5229\u7528\u3057\u3066\u3082\u3089\u3046\u3068\u3044\u3046\u65b9\u5f0f\u306b\u5207\u308a\u66ff\u3048\u3064\u3064\u3042\u308b\u3002\u30ea\u30e4\u30c9\u3067\u64ae\u5f71\uff08\uff12\uff10\uff12\uff15\u5e74\u3000\u30ed\u30a4\u30bf\u30fc\/Hamad I Mohammed\uff09<\/p>\n

\"AA chart showing Nvidia’s share price<\/p>\n

\u25cf\u80cc\u666f\u3068\u306a\u308b\u30cb\u30e5\u30fc\u30b9<\/p>\n

\uff0a\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u306f\uff11\uff13\u65e5\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u653f\u5e9c\u30fb\u4f01\u696d\u306b\u3088\u308b\u4e00\u9023\u306e\u5bfe\u7c73\u6295\u8cc7\u8a08\u753b\u3092\u660e\u3089\u304b\u306b\u3057\u305f\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u3001\u30b5\u30a6\u30b8\u653f\u5e9c\u7cfb\u30d5\u30a1\u30f3\u30c9\u304c\u6240\u6709\u3059\u308b\uff21\uff29\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u4f01\u696d\u300c\u30d2\u30e5\u30e1\u30a4\u30f3\u300d\u3068\u63d0\u643a\u3057\u3001\uff21\uff29\u30a4\u30f3\u30d5\u30e9\u3092\u5efa\u8a2d\u3059\u308b\u3068\u767a\u8868\u3057\u305f\u3002 \u3082\u3063\u3068\u898b\u308b <\/p>\n

\uff0a\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u306b\u3088\u308b\u3068\u3001\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u306f\u30b5\u30a6\u30b8\u3068\uff35\uff21\uff25\u306b\u5bfe\u3057\u3066\u7c73\u56fd\u88fd\uff21\uff29\u534a\u5c0e\u4f53\u306e\u5165\u624b\u62e1\u5927\u3092\u8a8d\u3081\u308b\u305f\u3081\u306e\u53d6\u308a\u7d44\u307f\u3092\u9032\u3081\u3066\u3044\u308b\u3002<\/p>\n

\uff0a\u7c73\u5546\u52d9\u7701\u306f\u30d0\u30a4\u30c7\u30f3\u524d\u653f\u6a29\u304c\u5c0e\u5165\u3057\u305f\uff21\uff29\u534a\u5c0e\u4f53\u8f38\u51fa\u7ba1\u7406\u898f\u5247\u306e\u64a4\u5ec3\u3092\u8868\u660e\u3002\u4e00\u65b9\u3067\u540c\u7701\u7523\u696d\u5b89\u5168\u4fdd\u969c\u5c40\u306f\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306e\u300c\u30a2\u30bb\u30f3\u30c9\u300d\u3092\u4f7f\u3048\u3070\u300c\u4e16\u754c\u306e\u3069\u3053\u3067\u3042\u3063\u3066\u3082\u300d\u7c73\u56fd\u306e\u8f38\u51fa\u7ba1\u7406\u898f\u5247\u9055\u53cd\u306b\u8a72\u5f53\u3059\u308b\u3068\u306e\u6307\u91dd\u3092\u516c\u8868\u3057\u305f\u3002<\/p>\n

\uff08\u7b46\u8005\u306f\u300cReuters Breakingviews\u300d\u306e\u30b3\u30e9\u30e0\u30cb\u30b9\u30c8\u3067\u3059\u3002\u672c\u30b3\u30e9\u30e0\u306f\u7b46\u8005\u306e\u500b\u4eba\u7684\u898b\u89e3\u306b\u57fa\u3065\u3044\u3066\u66f8\u304b\u308c\u3066\u3044\u307e\u3059\uff09<\/p>\n

\u79c1\u305f\u3061\u306e\u884c\u52d5\u898f\u7bc4\uff1a\u30c8\u30e0\u30bd\u30f3\u30fb\u30ed\u30a4\u30bf\u30fc\u300c\u4fe1\u983c\u306e\u539f\u5247\u300d, opens new tab<\/p>\n

\u7b46\u8005\u306f\u300cReuters Breakingviews\u300d\u306e\u30b3\u30e9\u30e0\u30cb\u30b9\u30c8\u3067\u3059\u3002\u672c\u30b3\u30e9\u30e0\u306f\u7b46\u8005\u306e\u500b\u4eba\u7684\u898b\u89e3\u306b\u57fa\u3065\u3044\u3066\u66f8\u304b\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

<\/p>\n

Jonathan Guilford is Breakingviews U.S. Editor, based in New York. He has covered financial news across Europe and the United States for 10 years. He joined Reuters Breakingviews in 2021 from Dealreporter, where he led risk arb coverage strategy from New York while covering the technology, media and telecommunications space. He previously covered the European healthcare services market. He studied English and Italian at Royal Holloway, University of London.<\/p>\n","protected":false},"excerpt":{"rendered":"

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