̱ ̴߰. ʺ ̾ ̱ S&P 500 5.2% ó 5,000 Ʈ ߴ. Ⱓ 6% ö. 43% ߴ ϸ 帧 ؿ ̾ ִ ̴.
Ư ðѾ 30 ְ · 10%(2/12 ) ̴. ũ ݵü ø ̲ ִ. ũ AI ô밡 Ѵٴ 밨 ֱ ȣ б ǥϸ鼭 ְ ¿ ް ִ.
1~2, Ʈ + ȸ
ʺ 2 9ϱ б ǥ ߷ȴ. ⺸ ð ǰ ġ پ ָ Ѵ.
۷ι ü ǴƼ(Refinitiv) ش Ⱓ б ǥ ̱(ŷ, ) 1,277. , , 'Ʈ ' 285(22%), Ʈ ߿ ġ ȸ 91(7%) ƴ. 91 ðѾ 20 ̾ ߴ.
̱ ø ֵϴ ű״ǼƮ 7(Magnificent 7) ϰ 忡 , ǰ ġ پ ÿ Ȱ ְ ִ. 7 ߿ 4 Ʈ ŵ״. ũμƮ(MSFT), (AAPL), Ƹ(AMZN), Ÿ(META) 17%, 2%, 14%, 24% ϴ ߴ. ͵ ū þ.
M7 Ӹ ƴ϶ 뺸 ũ(NVO), EUV ݵü ȸ ASML(ASML), Ϻ ǥϴ ڵ Ÿ(TM) ADR(ֽ̱ĿŹ) ؿ 鵵 ߴ. (INTC) (UBER) ȯ ߴ. ۷ι ó(CB), Ŀ (APH), ߡ Ʈ ü ī(PCAR) ټ 鵵 Ʈ 忡 ߴ.
Ʈ ȸ ÿ ϴ ս ϴ. ְ ̹ ɼ . ս ܱ ġ ɼ Ƿ ִ. ֽĽ ''̴. ȸ ãƺ.
1~2 20
ũμƮ(MSFT), (AAPL), Ƹ (AMZN), Ÿ(META), ϶ (LLY), (V), 뺸 ũ ADR(NVO), ASML Ȧ ADR(ASML), Ÿ ͽ ADR(TM), (INTC), ũ(UBER), αú(PGR), ƽ μ(ADP), ó(CB), ġƲ ߽ĭ (CMG), ݰƮ ʿø(CL), (APH), Ʈ (TDG), ۷ι ŴƮ(APO), ī(PCAR)
2 3 ǥ
2/14() - ý ý(CSCO), н(EQIX), õŻ(OXY), Ѹ(ROL)
2/15() - ö̵ Ƽ(AMAT), (DE), (DASH), κ̽(COIN)
2/16() - ĭ Ƽ(VMC)
Ʈ '' ø
[ֽ̱] 3 ϴ 췮 3 - (6) - 24.2/7
[ֽ̱] 6.5% .. 2 ǥ ִ?- (5) - 24.1/10
[ֽ̱] 2024 1 Ȱ ? - (4) - 23.12/6
ϴ 'ڴ밡' ø
ָϴ ' ' ø
[ֽ̱] ǥ 20 - 24.1/24
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