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【7/5 23時】マッコーリーが中国AIチップ株を「今が買い時」・米半導体株が金曜に売られ、AIトレードの見方が二極化 episode artwork

EPISODE · Jul 5, 2026 · 3 MIN

【7/5 23時】マッコーリーが中国AIチップ株を「今が買い時」・米半導体株が金曜に売られ、AIトレードの見方が二極化

from AIニュース速報

7月5日 23時のAI速報をお届けします。 ▼ トピック 1. マッコーリーが中国AIチップ株を「今が買い時」 https://www.cnbc.com/2026/07/05/macquarie-says-now-is-best-time-to-buy-chinese-ai-chip-stocks-heres-its-favorite.html 2. 米半導体株が金曜に売られ、AIトレードの見方が二極化 https://finance.yahoo.com/markets/article/ai-bubble-fears-the-endless-k-shaped-economy-and-insane-hyperscaler-capex-spending-123000856.html

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【7/5 23時】マッコーリーが中国AIチップ株を「今が買い時」・米半導体株が金曜に売られ、AIトレードの見方が二極化

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