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AI 투자 붐에 대한 채권 시장의 반발: 과도한 발행과 해외 자금 조달

화이자 CEO 부르라, 3분기 실적·특허 만료·비만 치료제 시장 전망 밝혀

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ParkevTatevosian

Accuracy score	-0.8
순 place	152
Scored calls	145 calls
Hit rate / Market-adjusted / Return-weighted	52.7% / 48.9% / 45.5%
1-month return / Market / beta excess return / Peer excess	+0.5% / -0.9% / -0.1
Bullish / Bearish / Neutral	51.3% / 16.7% / 32.0%
Best horizon	1d
Performance badge	Late call badge
Main channel	Parkev Tatevosian, CFA
국적	외
Note
Updated	2026-10-28 07:00:00

Main stocks: #엔비디아 (66)#AMD (65)#테슬라 (41)#팔란티어 (34)#마이크론 (28)

How scores are calculated

채널 Profile · Parkev Tatevosian, CFA

Accuracy score -0.4 · 순 place 135.0 · 채점 103 calls · Return-weighted hit rate 48.4% (Simple 50.0%) · Market excess return -0.4% · Bullish 76.5% / Bearish 23.5%

2023-03-10 ~ 2026-09-08 · Main stocks AMD(28), 엔비디아(26), 팔란티어(16), 마이크론(13), 테슬라(12), 브로드컴(4) · Late call badge

📊 증시자금 · 2026-11-02 기준

투자자예탁금90.5조전일 ▲2,278억 · 20일평균 -4%

신용융자 잔고29.2조전일 ▲1,496억 · 20일평균 -8% · 코스피 22.6조 / 코스닥 6.6조

place탁매매 미수금8,972억전일 ▲249억 · 20일평균 -16%

반대매매112억전일 ▲79억 · 20일평균 -59% · 미수금 대비 1.3%

출처: 금융투자협 views 종합Statistics(T+1) · 22거래일 그래프 보기

주식 영상 글

303 calls

No.26610 · InternationalWhat's Going on With Taiwan Semiconductor Stock? | TSM Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/17 · Views 6
No.26572 · InternationalHuge News for Nvidia Stock Investors! | NVDA Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/14 · Views 5
No.26570 · InternationalBest Semiconductor Stock: Intel Stock vs. Micron Stock | INTC Stock Analysis | MU Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/14 · Views 6
No.26490 · InternationalBeyond Nvidia Stock and AMD Stock: 5 Undervalued Artificial Intelligence Stocks to Buy Now in 2025Parkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/09 · Views 6
No.26472 · InternationalShould Investors Buy Palantir Stock on the Dip? | PLTR Stock Analysis | PLTR Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/08 · Views 6
No.26417 · InternationalIs It Finally Time to Take Profits in Taiwan Semiconductor Stock? | TSM Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/05 · Views 6
No.26386 · InternationalMassive News for Tesla Stock Investors! | TSLA Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/03 · Views 6
No.26361 · InternationalShould You Buy Micron Stock Right Now in 2025? | MU Stock Analysis | MU Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/02 · Views 6
No.26350 · InternationalShould You Buy Nvidia Stock Before January 13? | NVDA Stock Analysis | NVDA Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/02 · Views 6
No.26349 · InternationalThe Best Stocks to Buy (Performance Review) | AMD Stock, NVDA Stock, INTC Stock AMZN Stock and MoreParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/01 · Views 6
No.26347 · InternationalShould You Buy Tesla Stock for 2025? | TSLA Stock Analysis | TSLA Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 01/01 · Views 6
No.26317 · InternationalThe 9 Best Stocks to Buy for 2025 | NVDA Stock AMD Stock and More!Parkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/31 · Views 6
No.26208 · InternationalWhen Will Micron Stock See the PC Replacement Cycle? | MU Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/23 · Views 6
No.26182 · InternationalWhat's Going on With Micron Stock? | MU Stock Analysis | Best AI Stocks to BuyParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/22 · Views 6
No.26157 · InternationalShould You Buy Micron Stock on the Dip? | MU Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/20 · Views 6
No.26078 · InternationalDid Jerome Powell Just Pop the Everything Bubble? | Stock Market Crash? | TSLA Stock | Bitcoin |Parkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/18 · Views 5
No.26027 · InternationalShould You Buy AMD Stock Before 2025? | AMD Stock Analysis | AMD Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/16 · Views 6
No.25993 · InternationalShould You Buy Nvidia Stock Before 2025? | NVDA Stock Analysis | NVDA Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/15 · Views 6
No.25980 · InternationalBetter Buy for 2025: Nvidia Stock vs. AMD Stock | NVDA Stock Analysis | AMD Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/14 · Views 6
No.25975 · InternationalIs Broadcom an Undervalued Growth Stock to Buy? | AVGO Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/14 · Views 6
No.25952 · InternationalMy AMD Stock Price Prediction for 2025 | AMD Stock Prediction | AMD Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/13 · Views 6
No.25935 · InternationalShould You Buy Palantir Stock Before 2025? | PLTR Stock Analysis | PLTR Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/12 · Views 6
No.25919 · InternationalBest AI Stock: Palantir Stock vs. AMD Stock | PLTR Stock Analysis | Palantir Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/11 · Views 6
No.25898 · InternationalShould You Buy Micron Stock Before December 18? | MU Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/10 · Views 5
No.25821 · InternationalGreat News for Tesla Stock Investors! | TSLA Stock Analysis | Tesla Stock NewsParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 12/06 · Views 5
No.25618 · InternationalBest AI Stocks to Buy: Nvidia Stock vs. Palantir Stock | NVDA Stock Analysis | PLTR Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 11/24 · Views 6
No.25489 · InternationalMy Taiwan Semiconductor Stock Price Prediction for 2025 | TSM Stock PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 11/19 · Views 5
No.25482 · InternationalMy Micron Stock Prediction for 2025 | MU Stock Analysis | MU Stock Price PredictionParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 11/19 · Views 6
No.25453 · InternationalGreat News for Taiwan Semiconductor Stock Investors | TSM Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 11/17 · Views 6
No.25448 · InternationalNvidia Stock Investors Got Great News from Elon Musk | NVDA Stock AnalysisParkev Tatevosian, CFA · 게시 10/24 09:25 · 영상 11/16 · Views 6

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