저자: TomLee · 외국인
요약 보기
S&P 7900~8000 도달 시 조정 구간 가능성 언급. 중간선거 전 정책 이슈(데이터센터 반대 여론)와 전쟁·유가 압력, 마진 부채가 조정 요인으로 제시됨. 이후 대형주 6개 편입·소형/중형주 편출입 등 포트폴리오 변경을 소개하나 자막 오인식이 많아 종목 세부는 불명확함.
다듬은 글
And then, I think when we reach 7900-8000 points on the S&P, that would be a good point to pause, because then we expect the midterm elections. There is a general movement in profitability. This war continues, as does the pressure from oil prices. And there are also problems with the proposal. So I think the market needs to digest these things along with margin debt.
And I think that will be the source of the correction after this month. What about the debate around data centers? Speaking of midterm elections, this issue will only become louder as voting day approaches. Now it's still a few months away. Yes. But it seems that this also affects the situation. And that's the reason why the market and these particular companies have n't been trading very well lately.
This is true. This is becoming an issue that really resonates with voters, and it seems like it has already affected some elections, like Ohio, and we are seeing governors in Republican and pro-data center states advocating for a pause. So, you are absolutely right. This became a political issue. I don't know if this is also fueled by China wanting the US to slow down its AI efforts, but you're right.
This is becoming a problem. For language. foreign language. Forex, SpaceX. I will tell you about these six additions. Intel is an addition. We know this is a bet on a semiconductor company, but it's really a bet not just on the PMI recovery, but also on automation and the global labor shortage. The second is Micron Technology.
It is emerging due to a change in style, and, of course , it is a bet on AI, automation, and the global labor shortage. emerges as a public company, but it's a big bet on energy and cybersecurity, and a player in the midst of a global labor shortage due to their XAI and, of course, Starlink, whose businesses are very important to strategic initiatives, energy and cybersecurity.
So, to sum up, these are six additions to the large- cap list. Now let's look at small and mid- cap companies: seven delistings, and now we have eight additions, which I'll provide information on now. Colin Frost appears here due to the recovery in the PMI and easing financial conditions. Aliant emerges due to our style inclination, portfolio aspects and energy of quality and quality equipment.
Keep in mind, when it comes to hardware and software, it makes sense that we're not just talking about "bottleneck" ownership, but also about AI companies like Mac 7 software and cryptocurrencies. electrical equipment, healthcare equipment, our quality growth and cyclical companies. SpaceX Cash PMI.
uniform for SpaceX. Amazing. SpaceX. SpaceX. SpaceX is ahead. Dancing SpaceX SpaceX. SpaceX. Tesla. SpaceX.
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