| [: Ʒ Ư ũ(valuewalk.com) 2022 10 21 Դϴ. ֽĿ ǰ Դϴ.]
* ó: ƾ Ʋ(Justin Spittler), ũ ӾֳθƮ, "Good News: The Stock Market Has A Leader Again, 2022 10 21, https://www.valuewalk.com/good-news-the-stock-market-has-a-leader-again/
ִֵ ϱ? ֱ <ũ(RiskHedge)> ߿ , ã ߴ. ½Ű ּ ʿϴ. ŸԵ м 츮 ְֵ 忡 ִٴ Ȯ ̴. * ó: ƾ Ʋ(Justin Spittler), ũ ӾֳθƮ, "Good News: The Stock Market Has A Leader Again, 2022 10 21, https://www.valuewalk.com/good-news-the-stock-market-has-a-leader-again/
Ȳ ٲ.
ϱ ֽĵ ũ ϱ ߰, ֽĵ , Ȥ ģ ʱ ܰ迡 δ. ̴ õ ̴.
ȹ ̸ ġ
ڵ ̸ 30% ߴ ȹ ġ ߰ δ.
̿(Biogen: NASDAQ--BIIB) ̿ Ϻ (Eisai: OTCMKTS--ESALY) ̸ ġ ī(lecanemab) ߴ. ̵ ӻ 3ܰ ī Ҹ 27% ߴ ȿ ´ٰ ߴ. ̴ ̸, ȿ ξ ִ. ʱ ܰ ӻ ̰, ̵ ī ǰ , Ҹ ξ ֱ ̴.
̸Ӵ ġϱ ſ ̴. ó Ǹ Ȱ ġ ־. ī ġ ̰, DZ ٶ. ī ӻ " " ִ.
̷ ӻ ̿ ֽĵ ˹ߴ. ̿ Ϸ 40% ߰, ̴ 60% ߴ. ٸ ̸ ֽĵ Ŵ ٿ. ť ĸƼý(Acumen Pharmaceuticals: NASDAQ--ABOS) Ϸ 104%, ׳(Prothena Corp.: NASDAQ--PRTA) 88% ߴ.
ڵ ̿ ֽĿ ϴ ̿ ֽ ̷ ְ ϴ 찡 ֱ ̴. ȹ ߰ ߴٰ ؼ Ϸ ְ 50~100% ϴ ̿ ܿ . ֽ ã´ٸ, ̷ ְ ̴.
̷ ŷ ְ ̿ũ ٸ ִ.
̿ ֽ ֵϰ ִ
װ ̿ ֽĵ ֽĽ Ǹ ֵַ λϰ ִٴ ̴.
ó ̿ ֽĵ鵵 ü 庸 ξ ƴ. ֿ ̿ũ ETF '̽ ̿ũ ETF(iShares Biotechnology ETF: NASDAQ--IBB)' 'SPDR S&P ̿ũ ETF(NYSEARCA--XBI)' S&P 500 10 ռ 2021 2 ƴ.
ֿ ϶ ߱ ξ ̿ũ ֽ ༼ ص ƴϴ. Ϻ ̿ũ ֽ ̹ ũ ȸϴ ִ.
6 , ̿ũ ְ ϳ. ̿ ֽĵ 52 ó ŷǰ ִ. ġ ġ ȯڿ Ǿǰ , ϴ ؽ ĸƼ(Vertex Pharmaceuticals: NASDAQ--VRTX) 츦 . ֿ ũ ϶ϰ ִ ߿ 10 21 ؽ ְ ó ŷǰ ִ.
ְ ó ŷǰ ִ ٸ ̿ ֽ Ŵڽ ĸƼý(Syndax Pharmaceuticals: NASDAQ--SNDX)̴. ؽ Ŵڽ ְ ĸ õϰ ִ ̴. 2020 2б Ŵڽ Ⱓ Ⱦϸ鼭 Ŵ ʸ Դ.
̷ ̴ ֽ , κ ֽĵ ´. ̿ũ ٸ . ̿ũ ֽ ְ ̰ ִ. ̴ ſ ε, ? ݰ ó 忡 Ƽ ִ ֽĵ ϴ ֵַ λ ɼ . ̿ũ ֽĵ ϶κ ߴ 縦 ִ.
XBI ༼ 縦 ִ. 2009 ħü , XBI 5 500% ߴ. Covid-19 XBI 1 180% ȸߴ.
ش ϴ ̸ ڹ(shotgun approach) ̿ũ ñ ƴϴ. μ XBI IBB õ ̴. װ ֿ й ް ֱ ̴. ȭDZ ð ʿϴ. Ƶ ֿ ETF ϱ ̴.
ֱ 츮 ó, ְ ̿ũ ֽĵ ȯ濡 ִ. ̿ũ ֽĿ ȹ̶, ְ ְ ̴. ̸ ϴٰ ǴܵǴ ̿ũ ϴ Ը ۰ , Ȯ 鼭 ְ ֽ ã ̴.
ü ֽ ã ִ. 200 ̵ռ ϰ ְ, ְ 200 ̵ռ ̻ Ȥ ְ ó ŷǰ , Ȥ ʸ ֽ ã ִ. ̷ ϴ ֽ Ǹ ɼ .
ο Ǿǰ ϰ ִ ̿ũ ֽĵ ָؾ Ѵ. ǰ ϰ ִ ̿ũ ϴ . ̷ پ ǰ 麸 ũ ξ ũ. ǰ پ δ Ʈ Ȯ ִ.
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