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ブルーム・エナジーとオクロ株が急落。AIインフラ需要の恩恵期待が高まる中、アナリストは過熱感と収益化の遅れを懸念しています。https://beikoku-stock.com/2025/09/26/bloom-oklo-ai-energy-stocks-downgrade-2025/
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