<p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <b><span style="color:#000000;">1. 미국 3대 지수</span></b> </p> <p> <img src="http://thimg.todayhumor.co.kr/upfile/202009/160089994725ea77c02fa847efb5e0d3f6f6dc9172__mn794523__w800__h164__f20406__Ym202009.png" alt="20200924_053755.png" style="width:800px;height:164px;" filesize="20406"></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 다우 -1.92%, 나스닥 -3.02%, S&P500 -2.37% 하락 마감</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 장 시작 후 꾸준히 하락 폭 키우며 마감</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 전 섹터 약세</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <br style="margin:0px;padding:0px;"></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <br style="margin:0px;padding:0px;"></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <b><span style="color:#000000;">2. 하락 원인</span></b> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <b><span style="color:#000000;"><br style="margin:0px;padding:0px;"></span></b> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#ff0000;">- 신규 경기부양책 통과 불확실성</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;">- <span style="color:#ff0000;">대형 기술주 투매</span></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 코로나 확진자 증가세</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- <span style="color:#ff0000;">JNJ 코로나 백신 3차 임상 돌입, 트럼프 '봉쇄 조치 부정', 파월 '신규 부양책 필요' 언급에도 반등하지 못하며 하락 마감</span></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <b><span style="color:#000000;">3. 주요 특징주</span></b> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <b><span style="color:#000000;"><br style="margin:0px;padding:0px;"></span></b> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 기술주 (FAANG + MSFT) </span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"> *</span><span style="color:#000000;"> <span style="color:#ff0000;">FB -2.25%,</span><span style="color:#ff0000;"> AMZN -4.13%</span><span style="color:#ff0000;">, AAPL -4.20%, NFLX -4.19%, GOOGL -3.46%, MSFT -3.29%</span></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"> * 미국 법무부, 페이스북과 구글 등 핵심 인터넷 기업에 제공하던 면책특권 제한 규제안 의회 제출</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 전기차, 수소차 </span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;"> * TSLA -10.34%, NKLA -25.82%</p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;"> * <span style="color:#ff0000;">테슬라 : 배터리데이 실망감, 자동차 수입관세 관련 </span><span style="color:#ff0000;">소송 제기 소식에 급락</span></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"> *<span style="color:#ff0000;"> </span><span style="color:#ff0000;">니콜라 : 수소 충전소 협상 중단 소식에 급락</span></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 나이키 : +8.76%</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"> * <span style="color:#ff0000;">컨센서스를 크게 상회하는 분기 실적으로 큰 폭 상승</span></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><span style="color:#ff0000;"><span style="color:#000000;"> *</span> 국내관련주 : 화승엔터프라이즈</span></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- SPI에너지 : +1236.52%</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"> * </span><span style="color:#ff0000;">전기자동차 및 충전 솔루션 개발을 위한 자회사 출범 후 급등</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 트위터 : +6.08%</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;"> * <span style="color:#ff0000;">애널리스트 리포트, 트위치 등급 '보류' → '매수', 목표 주가 36달러 → 59.75달러, 상향 조정</span></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <br style="margin:0px;padding:0px;"></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 줌 비디오 커뮤니케이션 : +1.16%</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;"> * <span style="color:#ff0000;">코로나 2차 확산 우려에 5거래일 연속 상승</span></p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;"> * <span style="color:#ff0000;">국내 관련주 : 알서포트, 링네트</span></p> <p style="font-size:12px;padding:0px;line-height:1.5;font-family:'돋움';text-align:justify;"> <span style="color:#ff0000;"><br style="margin:0px;padding:0px;"></span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 은행주 : </span><span style="color:#000000;">JPM -1.62%, BAC -2.84%, WFC -3.47%, C -3.33%</span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <br style="margin:0px;padding:0px;"></p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 항공주, 크루즈 : </span><span style="color:#000000;">DAL -2.18%, LUV -1.50%, AAL -3.32%, UAL -2.91%, CCL -1.94%</span> </p> <div style="font-size:12px;font-family:'돋움', Dotum, Helvetica, sans-serif;"> <br style="margin:0px;padding:0px;"></div> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <span style="color:#000000;">- 반도체 : INTC-2.26%, NVDA -4.07%, AVGO -2.77%, QCOM -2.85%, AMD -3.82% </span> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> </p> <p style="font-size:12px;padding:0px;line-height:1.5;color:#666666;font-family:'돋움';text-align:justify;"> <b style="color:#000000;"><span style="color:#0000ff;">* 출처 : </span><a target="_blank" href="https://blog.naver.com/antsal" target="_blank"><span style="color:#0000ff;">https://blog.naver.com/antsal</span></a></b> </p>