AI相場の転換点：インデックス神話の崩壊と「ROI」が問われる巨大ITの未来

AI相場は投資額からROI重視の選別局面へ。S&P 500の一極集中、インデックス投資の盲点、ビッグテックの巨額AI投資、企業のAI活用率から今後の米国株市場を分析します。https://beikoku-stock.com/2026/07/26/ai-market-turning-point-roi-big-tech/

Episode metadata supplied by the publisher feed · Published Jul 26, 2026

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AI相場の転換点：インデックス神話の崩壊と「ROI」が問われる巨大ITの未来

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