キャッシュマシンだったアルファベットに異変　史上初のFCF赤字が映すAI投資の代償

アルファベットが2026年第2四半期に史上初のフリーキャッシュフロー赤字を計上しました。最大2050億ドルのAI設備投資が財務と将来性に与える影響を分析します。https://beikoku-stock.com/2026/07/24/alphabet-first-fcf-deficit-ai-investment-cost/

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キャッシュマシンだったアルファベットに異変　史上初のFCF赤字が映すAI投資の代償

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