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「11月株高のシナリオ」はまったく不変、「PHP問題」は「AI相場第3幕の幕開け」になるかもしれない | 政治・経済・投資 | 東洋経済オンライン

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株式市場は半導体指数の急落やPHPの重大脆弱性公表で揺れましたが、サイバーセキュリティ関連株は急騰し、AIを「守る」企業の時代到来を予感させます。市場がまだ織り込めていない新たな成長ストーリー、その…

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