米10年債利回り5%目前、AI株と高PER株に迫る「バリュエーション再評価」

米10年債利回りが5%目前まで急上昇。高金利はAI株やグロース株のPERにどう影響するのか。原油高、FRB利上げ観測とあわせて米国株投資の注意点を整理します。https://beikoku-stock.com/2026/09/11/us-treasury-yield-5-percent-ai-stocks-valuation/

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米10年債利回り5%目前、AI株と高PER株に迫る「バリュエーション再評価」

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