저자: KBS News · 외국인
요약 보기
시장은 이제 AI 기업이 언제 수익을 낼지 묻기 시작했다. 10월 나스닥은 5.3% 하락해 19개월 만에 가장 낮았다. S&P500 기업 299곳 중 82%가 예상보다 좋은 실적을 냈지만 알파벳은 12.6%, 인텔은 직전 거래일 약 28% 떨어지며 실적과 주가가 엇갈렸다. 이번 주에는 애플·퀄컴 실적과 미국 중간선거가 주목된다.
다듬은 글
Yes. We will now begin Issue Money. I'm here with economic commentator Kwon Hyuk-joong. Hello. Yes, hello. Our first keyword is "Show us your AI report card." Well, it's the first Monday of November , and while I hope for some good news this month, I'm already worried about our stock market. What is today's keyword about?
Yes, that's right. The atmosphere in the AI ecosystem has changed quite a bit. They have started asking AI companies a key question. "So, when are you going to make money?" They have started to pose that question. In the past, whenever big tech companies announced they were investing in AI, stock prices would just soar.
But now, they keep asking when they will start earning money. That continued to affect the Nasdaq index in October, which fell 5.3%during the month. This is its lowest level in 19 months. As a result, we are feeling the full impact of this. What’s noteworthy is that it wasn't because earnings were poor.
Among the 299 companies in the S& P 500, 82%reported better-than-expected earnings. Despite that, stock prices were not good. A prime example is Alphabet's stock price. Alphabet fell 12.6%as soon as its earnings were released, and companies like Intel plummeted by about 28%in the previous session. This showed that if they can't make money now, their stock prices have no choice but to fall.
So, the market is now at the stage of demanding concrete results. Yes. Market expectations have become so high that it seems difficult to meet them, and everyone seems most worried about how the sharp drop in the US market on Friday will affect our market today. Yes. That is correct. The sentiment from the New York market in the previous session hasn't been fully reflected in our market yet.
As you already know, the case of Alphabet has already been factored into our market. However, the plunge in Intel or the 7.2 %drop in the Philadelphia Semiconductor Index could actually affect today's trading. Therefore, for today's market, you need to watch this closely; whether we can digest these negative factors in the morning and maintain a good flow in the afternoon, or if these factors will continue to weigh on the market throughout the day is the key point to watch.
Yes. It seems there are many major issues to keep an eye on this week as well. With the U.S. midterm elections approaching and earnings reports from global big tech companies continuing, what should investors be paying close attention to? Yes. First, I want to emphasize that, these days, the market is seeing earnings and stock prices moving in different directions, so please keep that in mind.
Second, I would say that the earnings reports and the schedule coming up this week are extremely important. Apple's earnings are coming out. Then, Qualcomm's earnings are also released. We will be able to see which direction AI is heading. Above all, there are the midterm elections. Regarding the U.S.
midterm elections, JPMorgan has made a point. They suggested that if the Democratic Party secures control, regulations on AI data centers could be introduced. That is what they said. The reason is that AI data centers are being blamed for various issues. They are being singled out as the main culprit for environmental concerns, water usage issues, and rising electricity costs.
Because of this, the prospect of such regulations being introduced could act as a negative factor for stock prices. I hope you will consider these points comprehensively and stay cautious of the volatility throughout this week. Yes. Understood.
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