EPISODE · Sep 11, 2026 · 17 MIN
AI投資ブームでデルとHPE株が急騰 データセンター投資の恩恵はどこまで続く
from 米国株投資で幸せ作り · host beikoku-stock
AIデータセンター投資の拡大でデルとHPE株が急騰。オラクルの最大950億ドルの設備投資計画や、AIサーバー・ネットワーク需要の拡大、今後の株価リスクを解説します。https://beikoku-stock.com/2026/09/12/dell-hpe-ai-data-center-boom/
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AI投資ブームでデルとHPE株が急騰 データセンター投資の恩恵はどこまで続く
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