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サマリー
あらすじ・解説
US equities were mostly lower this week. AI was the biggest story of the week notably Monday's Nasdaq selloff on fears around Chinese LLM DeepSeek. This week's DeepSeek story also raised fears around a ramp in the US-China tech war. Trump 2.0 policy headline volatility remains a key market overhang. The January FOMC meeting ended with a hold, as expected.
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