{"id":1657,"date":"2026-02-18T20:34:03","date_gmt":"2026-02-18T11:34:03","guid":{"rendered":"https:\/\/us-stocks.owl358.com\/?p=1657"},"modified":"2026-02-18T20:34:03","modified_gmt":"2026-02-18T11:34:03","slug":"post-1657","status":"publish","type":"post","link":"https:\/\/us-stocks.owl358.com\/?p=1657","title":{"rendered":"650B\u30c9\u30eb\u6642\u4ee3\u306e\u8cc7\u672c\u652f\u51fa\u30de\u30c3\u30d7\uff5c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fcCAPEX\u5897\u52a0\u3067\u6069\u6075\u3092\u53d7\u3051\u308b\u7c73\u56fd\u682a\u9298\u67c4\u3068\u30ea\u30b9\u30af\u5206\u6790"},"content":{"rendered":"<p>\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u8cc7\u672c\u652f\u51fa\uff08CAPEX\uff09\u304c\u5e746500\u5104\u30c9\u30eb\u7d1a\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u5c40\u9762\u306f\u3001\u77ed\u671f\u306e\u682a\u4fa1\u8abf\u6574\u8981\u56e0\u3092\u4f34\u3044\u3064\u3064\u3082\u3001AI\u30a4\u30f3\u30d5\u30e9\u3084\u534a\u5c0e\u4f53\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u306e\u7c73\u56fd\u682a\u9298\u67c4\u306b\u3068\u3063\u3066\u306f\u4e2d\u9577\u671f\u7684\u306a\u8ffd\u3044\u98a8\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u5404\u793e\u306eCAPEX\u914d\u5206\u3092\u30de\u30c3\u30d7\u5316\u3057\u3001\u3069\u306e\u9298\u67c4\u304c\u6069\u6075\u3092\u53d7\u3051\u308b\u304b\u3001\u305d\u3057\u3066\u6295\u8cc7\u5bb6\u304c\u5fc5\u305a\u30c1\u30a7\u30c3\u30af\u3059\u3079\u304d\u9805\u76ee\u3092\u5b9f\u52d9\u7684\u89b3\u70b9\u304b\u3089\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 26px;\">\u25a0 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fcCAPEX\u3068\u306f\u4f55\u304b<\/h2>\n<p>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306f\u3001\u5927\u898f\u6a21\u306a\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30a4\u30f3\u30d5\u30e9\u3092\u904b\u55b6\u3059\u308b\u4f01\u696d\u3092\u6307\u3057\u307e\u3059\u3002<br \/>\n\u3053\u308c\u3089\u306e\u4f01\u696d\u306fAI\u30e2\u30c7\u30eb\u306e\u51e6\u7406\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u5de8\u5927\u306a\u8a2d\u5099\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u3070\u8907\u6570\u306e\u8abf\u67fb\u306b\u3088\u308c\u3070\u30012025\u5e74\u304b\u30892026\u5e74\u306b\u304b\u3051\u3066\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u5408\u8a08CAPEX\u306f\u904e\u53bb\u6700\u9ad8\u6c34\u6e96\u306b\u9054\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3084AI\u30b5\u30fc\u30d0\u30fc\u3001GPU\u8abf\u9054\u304c\u305d\u306e\u5927\u90e8\u5206\u3092\u5360\u3081\u308b\u3053\u3068\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n\u5177\u4f53\u7684\u306b\u306fAI\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u652f\u51fa\u304c\u7dcf\u984d\u306e75\uff05\u4ee5\u4e0a\u306b\u306a\u308b\u53ef\u80fd\u6027\u3082\u6307\u6458\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n\uff08\u51fa\u5178\uff1aHyperscalers\u2019 Capex Above $600 Bn in 2026\u306e\u4e88\u6e2c\u3088\u308a\uff09<\/p>\n<h2 style=\"font-size: 28px;\">\u25a0 \u5927\u624b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u6226\u7565\u6bd4\u8f03<\/h2>\n<table style=\"border-collapse: collapse; width: 100%;\" border=\"1\" cellspacing=\"0\" cellpadding=\"8\">\n<tbody>\n<tr>\n<th style=\"text-align: left;\">\u4f01\u696d\u540d<\/th>\n<th style=\"text-align: left;\">2025\u5e74CAPEX\uff08\u4e88\u60f3\uff09<\/th>\n<th style=\"text-align: left;\">\u6295\u8cc7\u91cd\u70b9<\/th>\n<th style=\"text-align: left;\">\u77ed\u671f\u30ea\u30b9\u30af<\/th>\n<\/tr>\n<tr>\n<td>Amazon \uff08AMZN\uff09<\/td>\n<td>\u7d04750\u5104\u30c9\u30eb<\/td>\n<td>AWS\u30fbAI\u30a4\u30f3\u30d5\u30e9\u30fbGPU\u8abf\u9054<\/td>\n<td>\u5229\u76ca\u7387\u4f4e\u4e0b\u61f8\u5ff5<\/td>\n<\/tr>\n<tr>\n<td>Microsoft \uff08MSFT\uff09<\/td>\n<td>\u7d04600\u5104\u30c9\u30eb<\/td>\n<td>Azure\u30fbAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5f37\u5316<\/td>\n<td>\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u5727\u8feb<\/td>\n<\/tr>\n<tr>\n<td>Alphabet \uff08GOOGL\uff09<\/td>\n<td>\u7d04500\u5104\u30c9\u30eb<\/td>\n<td>Google Cloud\u30fbAI\u5c02\u7528\u30c1\u30c3\u30d7<\/td>\n<td>\u53ce\u76ca\u5074\u306e\u4e0d\u900f\u660e\u611f<\/td>\n<\/tr>\n<tr>\n<td>Meta Platforms \uff08META\uff09<\/td>\n<td>\u7d04120\u5104\u30c9\u30eb\u4ee5\u4e0a<\/td>\n<td>AI\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5f35<\/td>\n<td>\u8cc7\u91d1\u8abf\u9054\u8ca0\u62c5<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u3053\u308c\u3089\u306e\u4f01\u696d\u306b\u3088\u308b\u5927\u898f\u6a21\u306a\u6295\u8cc7\u306f\u5358\u306a\u308b\u8a2d\u5099\u66f4\u65b0\u3067\u306f\u306a\u304f\u3001AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u5bfe\u5fdc\u3057\u305f\u6b21\u4e16\u4ee3\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u69cb\u7bc9\u304c\u4e2d\u5fc3\u3067\u3059\u3002<\/p>\n<p>CAPEX\u5897\u52a0\u306e\u80cc\u666f\u306b\u306f\u3001\u5b66\u7fd2\u30fb\u63a8\u8ad6\u51e6\u7406\u80fd\u529b\u306e\u5f37\u5316\u3001\u5730\u57df\u9593\u30ec\u30a4\u30c6\u30f3\u30b7\u6539\u5584\u3001\u30ab\u30b9\u30bf\u30e0ASIC\u306e\u958b\u767a\u306a\u3069\u304c\u3042\u308a\u3001\u77ed\u671f\u7684\u306b\u306f\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304c\u5727\u8feb\u3055\u308c\u308b\u305f\u3081\u682a\u4fa1\u304c\u8abf\u6574\u3055\u308c\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n<h2 style=\"font-size: 26px;\">\u25a0 CAPEX\u5897\u52a0\u304c\u6069\u6075\u3092\u3082\u305f\u3089\u3059\u9298\u67c4\u7fa4<\/h2>\n<p>\u8a2d\u5099\u6295\u8cc7\u304c\u6ce2\u53ca\u3059\u308b\u5206\u91ce\u306f\u5e83\u7bc4\u306b\u308f\u305f\u308a\u307e\u3059\u3002<br \/>\n\u4ee5\u4e0b\u3067\u306f\u6069\u6075\u3092\u53d7\u3051\u308b\u4e3b\u8981\u30bb\u30af\u30bf\u30fc\u3068\u5177\u4f53\u9298\u67c4\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n<h3 style=\"font-size: 22px;\">\u2460 GPU\u30fbAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf<\/h3>\n<p>AI\u30a4\u30f3\u30d5\u30e9\u306e\u5fc3\u81d3\u90e8\u306fGPU\u3067\u3059\u3002\u5b66\u7fd2\u30e2\u30c7\u30eb\u306e\u91cd\u3044\u51e6\u7406\u306b\u306f\u9ad8\u5ea6\u306a\u4e26\u5217\u51e6\u7406\u304c\u6c42\u3081\u3089\u308c\u3001NVIDIA\u306f\u3053\u306e\u9818\u57df\u3067\u5727\u5012\u7684\u30b7\u30a7\u30a2\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n<p>\u307e\u305fAMD\u3082GPU\u3084AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3067\u5b58\u5728\u611f\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u751f\u6210AI\u7b2c2\u6ce2\u3084AI\u95a2\u9023\u306e\u9700\u8981\u5897\u52a0\u306b\u4f34\u3063\u3066\u6295\u8cc7\u5bb6\u306e\u6ce8\u76ee\u9298\u67c4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n\uff08\u53c2\u8003\uff1a<a href=\"https:\/\/us-stocks.owl358.com\/?p=1643\" target=\"_blank\" rel=\"noopener\">\u77ed\u671f\u9593\u3067\u6025\u9a30\u3057\u305f\u7c73\u56fd\u682a\u306f\u8ffd\u3044\u304b\u3051\u3066\u3044\u3044\u306e\u304b \u9ad8\u5024\u63b4\u307f\u56de\u907f\u306e\u8003\u3048\u65b9 \u2014 AI\u6295\u8cc7\u3067\u6b21\u306e\u9298\u67c4\u3092\u72d9\u3046\u65b9\u6cd5<\/a>\uff09<\/p>\n<h3 style=\"font-size: 22px;\">\u2461 \u534a\u5c0e\u4f53\u88fd\u9020\u30fb\u88c5\u7f6e<\/h3>\n<p>TSMC\uff08TSM\uff09\u306f\u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u3067\u30c1\u30c3\u30d7\u88fd\u9020\u3092\u62c5\u3044\u3001AI\u5bfe\u5fdc\u30c1\u30c3\u30d7\u306e\u751f\u7523\u80fd\u529b\u3092\u62e1\u5927\u4e2d\u3067\u3059\u3002<\/p>\n<p>\u9732\u5149\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u306eASML\u3082\u5897\u7523\u9700\u8981\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u52a0\u3048\u3066\u3001HBM\u306a\u3069\u306e\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\u95a2\u9023\u4f01\u696d\u3082\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306e\u4e00\u7ffc\u3092\u62c5\u3046\u305f\u3081\u3001\u6ce8\u8996\u3059\u308b\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3 style=\"font-size: 22px;\">\u2462 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcREIT\u30fb\u7269\u7406\u30a4\u30f3\u30d5\u30e9<\/h3>\n<p>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7269\u7406\u62e1\u5f35\u306fREIT\u3084\u30a4\u30f3\u30d5\u30e9\u4f1a\u793e\u306e\u9700\u8981\u3092\u523a\u6fc0\u3057\u307e\u3059\u3002<br \/>\n\u7279\u306b\u9ad8\u96fb\u529b\u30fb\u9ad8\u51b7\u5374\u5bc6\u5ea6\u5bfe\u5fdc\u578b\u306e\u65bd\u8a2d\u306f\u30d7\u30ec\u30df\u30a2\u30e0\u4fa1\u683c\u5e2f\u3067\u53d6\u5f15\u3055\u308c\u308b\u50be\u5411\u304c\u5f37\u304f\u3001Digital Realty Trust\u3084Equinix\u306a\u3069\u304c\u6069\u6075\u3092\u53d7\u3051\u307e\u3059\u3002<\/p>\n<p>\u95a2\u9023\u6027\u306e\u9ad8\u3044\u5185\u90e8\u30ea\u30f3\u30af\u3068\u3057\u3066\u3001\u30af\u30e9\u30a6\u30c9\u95a2\u9023\u682a\u3068\u62bc\u3057\u76ee\u6226\u7565\u306e\u8a18\u4e8b\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<br \/>\n<a href=\"https:\/\/us-stocks.owl358.com\/?p=1645\" target=\"_blank\" rel=\"noopener\">\u30af\u30e9\u30a6\u30c9\u6295\u8cc7\u518d\u958b\u3067\u898b\u76f4\u3055\u308c\u308b\u7c73\u56fd\u682a \u2014 \u904e\u53bb\u306b\u58f2\u3089\u308c\u904e\u304e\u305f\u9298\u67c4\u7fa4<\/a><\/p>\n<h2 style=\"font-size: 26px;\">\u25a0 CAPEX\u5897\u52a0\u306e\u30ea\u30b9\u30af\u8981\u56e0<\/h2>\n<p>CAPEX\u306e\u5897\u52a0\u306f\u5e38\u306b\u6210\u529f\u3092\u610f\u5473\u3057\u307e\u305b\u3093\u3002<\/p>\n<p>\u307e\u305a\u3001AI\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u306f\u96fb\u529b\u30fb\u51b7\u5374\u30b3\u30b9\u30c8\u306e\u5897\u52a0\u30ea\u30b9\u30af\u3092\u62b1\u3048\u3066\u3044\u307e\u3059\u3002\u96fb\u529b\u4e0d\u8db3\u3084\u74b0\u5883\u898f\u5236\u306b\u3088\u3063\u3066\u4e88\u5b9a\u901a\u308a\u306eROI\u304c\u51fa\u306a\u3044\u30b1\u30fc\u30b9\u3082\u8003\u3048\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u52a0\u3048\u3066\u3001\u4f9b\u7d66\u5074\u306e\u5236\u7d04\uff08GPU\u3084\u30e1\u30e2\u30ea\u306e\u4f9b\u7d66\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff09\u306f\u77ed\u671f\u7684\u306a\u5728\u5eab\u5727\u7e2e\u3068\u4fa1\u683c\u5909\u52d5\u3092\u5f15\u304d\u8d77\u3053\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u4e00\u90e8\u5831\u544a\u3067\u306f\u4eca\u5f8c\u6570\u5e74\u3067CAPEX\u304c\u30d4\u30fc\u30af\u30a2\u30a6\u30c8\u3057\u3001\u7de9\u3084\u304b\u306b\u6e1b\u901f\u3059\u308b\u53ef\u80fd\u6027\u304c\u793a\u5506\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u8a2d\u5099\u6295\u8cc7\u306e\u904e\u5270\u611f\u3068\u95a2\u9023\u7523\u696d\u306e\u9700\u7d66\u8abf\u6574\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n<h2 style=\"font-size: 26px;\">\u25a0 \u6295\u8cc7\u5bb6\u5411\u3051\u5b9f\u8df5\u6226\u7565<\/h2>\n<p>\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u304c\u5927\u91cf\u306b\u6d41\u308c\u8fbc\u3080\u969b\u306e\u5b9f\u8df5\u7684\u306a\u6226\u7565\u306f\u4ee5\u4e0b\u3067\u3059\u3002<\/p>\n<ul>\n<li>\u77ed\u671f\uff1aCAPEX\u767a\u8868\u76f4\u5f8c\u306e\u904e\u5270\u53cd\u5fdc\u3067\u62bc\u3057\u76ee\u8cb7\u3044\u3092\u72d9\u3046<\/li>\n<li>\u4e2d\u671f\uff1a\u5206\u5272\u8cfc\u5165\u3067\u5e73\u5747\u53d6\u5f97\u5358\u4fa1\u3092\u4e0b\u3052\u308b<\/li>\n<li>\u9577\u671f\uff1a\u69cb\u9020\u9700\u8981\u304c\u7d99\u7d9a\u3059\u308b\u9298\u67c4\u3092\u30b3\u30a2\u6301\u3061\u3059\u308b<\/li>\n<\/ul>\n<p>\u5177\u4f53\u7684\u306b\u306f\u3001GPU\u95a2\u9023\u9298\u67c4\u306f\u51fa\u8377\u8a08\u753b\u3068\u53d7\u6ce8\u52d5\u5411\u3092\u78ba\u8a8d\u3057\u3064\u3064\u3001\u4f9b\u7d66\u5236\u7d04\u306e\u89e3\u6d88\u5c40\u9762\u3067\u7a4d\u307f\u5897\u3057\u3059\u308b\u306e\u304c\u6709\u52b9\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcREIT\u306f\u91d1\u5229\u52d5\u5411\u3068\u7a3c\u50cd\u7387\u306e\u63a8\u79fb\u3092\u8e0f\u307e\u3048\u3066\u30dd\u30b8\u30b7\u30e7\u30f3\u8abf\u6574\u3092\u884c\u3046\u3079\u304d\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u8003\u3048\u65b9\u306f\u3001\u77ed\u671f\u6295\u8cc7\u5019\u88dc\u3068\u3057\u3066\u307e\u3068\u3081\u305f\u8a18\u4e8b\u3067\u3082\u5b9f\u4f8b\u5165\u308a\u3067\u89e3\u8aac\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n<a href=\"https:\/\/us-stocks.owl358.com\/?p=204\" target=\"_blank\" rel=\"noopener\">\u77ed\u671f\u6295\u8cc7\u3067\u6ce8\u76ee\u306e\u7c73\u56fd\u682a10\u9078\uff5c\u52e2\u3044\u306e\u3042\u308b\u6210\u9577\u682a\u3092\u30d4\u30c3\u30af\u30a2\u30c3\u30d7<\/a><\/p>\n<h2 style=\"font-size: 26px;\">\u25a0 \u7d50\u8ad6\uff1a650B\u30c9\u30ebCAPEX\u6642\u4ee3\u3092\u52dd\u3061\u629c\u304f\u305f\u3081\u306b<\/h2>\n<p>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fcCAPEX\u306e\u5897\u52a0\u306f\u5e02\u5834\u306b\u77ed\u671f\u7684\u306a\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u60aa\u5316\u3092\u3082\u305f\u3089\u3059\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u304c\u3001AI\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u9298\u67c4\u306b\u3068\u3063\u3066\u306f\u5927\u304d\u306a\u9700\u8981\u30b7\u30b0\u30ca\u30eb\u3067\u3059\u3002<\/p>\n<p>\u534a\u5c0e\u4f53\u3001GPU\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u682a\u306f\u69cb\u9020\u30c8\u30ec\u30f3\u30c9\u306e\u4e2d\u5fc3\u306b\u4f4d\u7f6e\u3057\u3001\u9069\u5207\u306a\u6295\u8cc7\u6226\u7565\u3068\u30ea\u30b9\u30af\u7ba1\u7406\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u4e2d\u9577\u671f\u3067\u306e\u30ea\u30bf\u30fc\u30f3\u3092\u72d9\u3048\u307e\u3059\u3002<\/p>\n<p>CAPEX\u30de\u30c3\u30d7\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306f\u3001\u6df7\u4e71\u671f\u3092\u907f\u3051\u3066\u672a\u6765\u306e\u6210\u9577\u6a5f\u4f1a\u3092\u3064\u304b\u3080\u305f\u3081\u306e\u6700\u521d\u306e\u4e00\u6b69\u3067\u3059\u3002<\/p>\n<h3>\u53c2\u52a0\u4e2d\u306e\u30e9\u30f3\u30ad\u30f3\u30b0\u30b5\u30a4\u30c8\u69d8\u3067\u3059\u3002<\/h3>\n<p>\u4e00\u65e5\u4e00\u56de\u30af\u30ea\u30c3\u30af\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\u2193<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11197777\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\" \/><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11197777\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a title=\"\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\" href=\"https:\/\/blog.with2.net\/link\/?id=2124557&amp;cid=5291\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.with2.net\/img\/banner\/c\/banner_1\/br_c_5291_1.gif\" alt=\"\u7c73\u56fd\u682a\u30e9\u30f3\u30ad\u30f3\u30b0\" width=\"110\" height=\"31\" \/><\/a><\/p>\n<p><a href=\"https:\/\/airw.net\/kabu\/rank.cgi?id=beibei\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/01\/air_rank.gif\" alt=\"\u682a\u5f0f\u6295\u8cc7\u30e9\u30f3\u30ad\u30f3\u30b0\" border=\"0\" \/><\/a><\/p>\n<p><a title=\"\u4ed5\u624b\u682a\" href=\"https:\/\/kabu-sokuhou.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kabu-sokuhou.com\/img\/item\/banner.gif\" alt=\"\u6ce8\u76ee\u9298\u67c4\" width=\"110\" height=\"31\" \/><\/a><\/p>\n<h3>\u305d\u306e\u4ed6\u3001\u95a2\u9023\u30d6\u30ed\u30b0\u2193\u2193\u2193<\/h3>\n<p>\u682a\u306e\u88cf\u300a\u65e5\u672c\u682a\u95a2\u9023\u300b<br \/>\n<a href=\"https:\/\/ameblo.jp\/ura-kabu\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-446\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4.jpg\" alt=\"\u682a\u306e\u88cf\" width=\"200\" height=\"113\" srcset=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4.jpg 200w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4-120x68.jpg 120w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/4-160x90.jpg 160w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><br \/>\n\u682a\u306e\u88cf\u3010\u6210\u679c\u3068\u6295\u8cc7\u8853\u3011\u300a\u65e5\u672c\u682a\u95a2\u9023\u300b<br \/>\n<a href=\"https:\/\/k-u-merumaga.owl358.com\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-445\" src=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3.jpg\" alt=\"\u682a\u306e\u88cf\u3010\u6210\u679c\u3068\u6295\u8cc7\u8853\u3011\" width=\"200\" height=\"113\" srcset=\"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3.jpg 200w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3-120x68.jpg 120w, https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2025\/02\/3-160x90.jpg 160w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u8cc7\u672c\u652f\u51fa\uff08CAPEX\uff09\u304c\u5e746500\u5104\u30c9\u30eb\u7d1a\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u5c40\u9762\u306f\u3001\u77ed\u671f\u306e\u682a\u4fa1\u8abf\u6574\u8981\u56e0\u3092\u4f34\u3044\u3064\u3064\u3082\u3001AI\u30a4\u30f3\u30d5\u30e9\u3084\u534a\u5c0e\u4f53\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u306e\u7c73\u56fd\u682a\u9298\u67c4\u306b\u3068\u3063\u3066\u306f\u4e2d\u9577\u671f\u7684\u306a\u8ffd\u3044\u98a8\u3068\u306a\u308a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1159,1168],"tags":[709,1170,345,1169,1014,1164,1160,277,23,7],"class_list":{"0":"post-1657","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-650b","8":"category-capex","9":"tag-ai","12":"tag-capex","13":"tag-1014","14":"tag-reit","15":"tag-1160","16":"tag-277","17":"tag-23","18":"tag-7"},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/us-stocks.owl358.com\/wp-content\/uploads\/2024\/12\/us.jpg","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1657","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1657"}],"version-history":[{"count":1,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1657\/revisions"}],"predecessor-version":[{"id":1658,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/posts\/1657\/revisions\/1658"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=\/wp\/v2\/media\/15"}],"wp:attachment":[{"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1657"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1657"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/us-stocks.owl358.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1657"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}