【日米株・今後気を付けることは?】山田 雪乃氏(大和証券)/日経平均とS&P500が高値更新/地政学リスクとインフレ懸念/米景気:利下げ開始の後ずれ/ハイテク一極集中から物色に広がり/日本は中小型株に

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