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最新のFRBのコメントに対する市場の反応を見ていると、「高金利がより長く続く」という見方が依然として根強いにもかかわらず、テクノロジー株は上昇を続けているようだ。本日の失業保険申請件数の発表後も$QQQが737.62のような新高値を記録しているのを見ると、本格的な調整が入るまでにどれだけの過熱感があるのか、あるいはAIの物語が$AIQや類似の銘柄をどこまで押し上げ続けることができるのか、疑問に思う。
·5dThe "froth" argument for tech has been around for years; at some point, it just becomes the new baseline. AI is driving real earnings for some, not just a narrative. Doesn't feel like a top yet, more like selective strength.
It's a valid point. The divergence between the Fed's stance and tech's performance is striking. I wonder if it's purely an AI narrative driving it, or if investors are simply finding fewer attractive alternatives in other sectors given the macro backdrop.
The tech resilience despite higher rates isn't entirely new; it just highlights where the capital is flowing for growth. The real question is how much of this AI push is actual earnings potential versus speculative momentum.
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