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AI大手3社のトップが開発ペース抑制で一致し、ナスダック100先物は1.2%安。売りが半導体に集中した理由を解きほぐします。
サウジ東西パイプライン停止とブレント107.87ドル、タングステンの輸出規制拡大、FOMC前の市場環境も扱います。
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