While high stock prices create a sense of security, supporting households and consumption…

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株高が安心感を生み、家計と消費を下支えする一方で...

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#Yaho

When AI takes jobs, what remains are the foundations that keep society running, the creative arenas individuals carve out, and presence roles where simply being there holds value.

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#Yaho

AIが奪う仕事の先に残るのは、社会を支える基盤、個人が切り拓く創造の場、そして“いるだけで価値”を生む存在雇用だ。

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Large caps center on copper, water, and semiconductors, while growth pivots toward the AI-driven creator economy. Beneath the quiet correction, capital flows are beginning to move.

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大型は銅・水・半導体、グロースはAIが拓くクリエイターエコノミーへ。静かな調整の裏で資金フローは動き始めている。

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It’s not just about returns — it’s about being indispensable. In a chaotic world, Japanese stocks are beginning to reveal their true, intrinsic value.

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収益率よりも「なくてはならない存在」かどうか。混沌の世界で、日本株はその本質的価値を見せ始めている。

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