半導体指数は101%高でもエヌビディアは出遅れ AIチップ覇権に起きた地殻変動 episode artwork

EPISODE · Jul 1, 2026 · 16 MIN

半導体指数は101%高でもエヌビディアは出遅れ AIチップ覇権に起きた地殻変動

from 米国株投資で幸せ作り · host beikoku-stock

エヌビディア株はなぜ半導体ブームに乗り切れないのか。SOX指数急騰の裏で進むAIチップ覇権の変化と、ベラ・ルービンへの期待を考察します。https://beikoku-stock.com/2026/07/01/nvidia-ai-chip-shift-sox-index-2026/

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半導体指数は101%高でもエヌビディアは出遅れ AIチップ覇権に起きた地殻変動

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