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미국주식 종목분석

이정도면... 전쟁위기감이 고조되는 상황대비 다우 나스닥이 잘 버틴것같기도...합니다

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Despite the easing of expectations for a rate cut due to the re-rising inflation, the stock market, which had been watching the performance, collapsed at once due to the possibility of a Middle East war. I think the market is no longer... difficult to rise.

이정도면... 전쟁위기감이 고조되는 상황대비 다우 나스닥이 잘 버틴것같기도...합니다

웬지 이제 슬슬 고점이 맞는것같네요

어느정도는 대응하면서 가시는게 좋을듯합니다




The stock market has been weak since the morning on fears of China's possible ouster of a foreign chipmaker and the Middle East conflict. And fears were at their peak as the Israeli government reported around 1 p.m. that about 40 missiles were heading for Israel across Lebanese territory.

Wall Street's fear index, the VIX, surged to levels in October when it was the market's low point and prompted investors to quickly recede from risky assets.

All three major U.S. indexes fell more than 1%, the worst decline of the year. Even earnings, which were the only expectations of the market, led the decline, with bank stocks giving a weak outlook despite solid performance.

Semiconductors also saw their semiconductor indexes plunge by as much as 3% as possible Chinese regulations emerged, while small-cap stocks also absorbed the biggest shock among major indexes on the possibility of high interest rates.

The bright spots in the market were safe assets such as government bonds and dollars. Interest rates fell quickly and the dollar also rose strongly, with buying into safe assets such as government bonds despite concerns about high interest rates.

If you look at the overall situation with a cool head, you'd have to say the market is still experiencing some pullbacks in a good bull market. However, if the direct conflict between Iran and Israel becomes seriously visible, we believe it's still time for risk management to be maintained, given that the oil shock could once again push the market into inflationary fears.

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