著名AI投資家が撤退　ルメンタムとコヒレント株急落は危険信号か

ルメンタムとコヒレント株が急落した背景を解説。著名AI投資家の撤退、金利上昇、エヌビディアの投資からAIインフラ株の将来性を考察します。https://beikoku-stock.com/2026/05/19/ai-infrastructure-stocks-lumentum-coherent-drop/

Episode metadata supplied by the publisher feed · Published May 18, 2026

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著名AI投資家が撤退　ルメンタムとコヒレント株急落は危険信号か

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