μ‹œν™© λͺ¨μŒ

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μ°¨νŠΈκΎΌμ°¨λ‹¨
μž‘μ„±: 2025.03.20 17:04

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πŸŒ•03/20(λͺ©)λΈŒλ¦¬ν•‘πŸŒ•

βž–βž–βž–βž–βž–βž–βž–βž–βž–

-μ½”μŠ€ν”Ό0.32% μƒμŠΉ μ½”μŠ€λ‹₯ -1.79% ν•˜λ½

-λ‚˜μŠ€λ‹₯ 1.4% μƒμŠΉβ€¦FOMC, μ˜¬ν•΄ κΈˆλ¦¬μΈν•˜ 2번 전망 고수

-"젠슨 ν™© AI μˆ˜μš” 증λͺ…ν–ˆλ‹€" μ—”λΉ„λ””μ•„ 2% λ°˜λ“±

βž–βž–βž–βž–βž–βž–βž–βž–βž–

γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘

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25.3.19

μ½”μŠ€ν”Ό κ°•μ„Έ, μ½”μŠ€λ‹₯ λ°”μ΄μ˜€μ„Ήν„° 쀑심 μΆ”μ„Έ μ΄νƒˆ 

πŸ“ˆκ°•μ„Έ

#λ°˜λ„μ²΄ 

λ°˜λ„μ²΄ μƒμŠΉ 사이클 κΈ°λŒ€κ° μž‘μš© 쀑 

μ‚Όμ„±μ „μž 외ꡭ인 μˆ˜κΈ‰ λ§€μˆ˜μ„Έ 지속 μ½”μŠ€ν”Ό 주도, λ°•μŠ€κΆŒ 돌파

λ°˜λ„μ²΄  단기섹터 μΆ”μ„Έκ°€ λ‘”ν™”λ˜λŠ” μ‹œμ  λ‹€λ₯Έ λŒ€ν˜•μ„Ήν„° μˆœν™˜λ§€ μ—¬λΆ€ μ£Όλͺ© 

#기계 

λ°©μ‚° κ΄€λ ¨ ν•œν™”μ‹œμŠ€ν…œ, ν˜„λŒ€λ‘œν…œ, ν•œν™”μ—μ–΄λ‘œμŠ€νŽ˜μ΄μŠ€ λ“± μΆ”μ„Έ ꡬ간 μ§€ν‚€κ³  있음 

μ‹œμž₯ λΆˆν™•μ‹€μ„± ν™•λŒ€ λ˜λŠ” μ‚Όμ„±μ „μž μ‰¬λŠ” ꡬ간 μΆ”μ„Έ μ΄μ–΄μ§ˆ 수 있음 

μ‹ κ·œ 상μž₯ν•œ ν•œν… μͺ½μœΌλ‘œ νŠΈλ ˆμ΄λ”© μˆ˜κΈ‰ 집쀑됨, 졜근 LNGκ΄€λ ¨ 이슈둜 μ£Όλͺ©λ°›μ„ κ°€λŠ₯μ„± 있음, 

#금육 

μ‹ κ·œμ£Ό μ„œμšΈλ³΄μ¦λ³΄ν—˜ 영ν–₯ 있음 

λͺ…ν™•ν•œ 주도 μ„Ήν„° μ—†λŠ” 경우 μ‹ κ·œμ£Ό 쀑심 변동성 체크 

β—οΈνŠΉμ΄ 동ν–₯

#λ°”μ΄μ˜€ 

μ•Œν…Œμ˜€μ   쀑심 맀도세 이어지며 μ½”μŠ€λ‹₯ μ§€μˆ˜ ν•˜λ½ 

졜근 μ£Όλ„μ£Όμ—μ„œ κΉŠμ€ μ‘°μ • ν›„ λ°˜λ“± 흐름 νŒ¨ν„΄ 자주 있음

낙폭 κ³ΌλŒ€ λ°œμƒμ‹œ 쀑μž₯κΈ° λ§€λ ₯도 λ†’μŒ μ’…λͺ© 

μ½”μŠ€λ‹₯ μΆ”μ„Έ 회볡 확인 ν•„μš”  

#μŒμ‹λ£Œ

μ‚Όμ–‘μ‹ν’ˆ μ‹œμž₯ λŒ€λΉ„ 잘 λ²„ν‹°λŠ” 흐름 -> 싀적 κΈ°λŒ€κ° 

쀑μž₯기적 100λ§Œμ› 돌파 κ°€λŠ₯μ„± λ†’μŒ 

#의료기기 

미용의료 νŒŒλ§ˆλ¦¬μ„œμΉ˜ μ‹ κ³ κ°€ μΆ”μ„Έ ꡬ간 지속 -> 싀적 κΈ°λŒ€κ° 

λ¦¬μ£Όλž€ 인기 지속 쀑 20일선 μœ„ ꡬ간 νŠΈλ ˆμ΄λ”© λ§€λ ₯도 λ†’μŒ

γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘

마감 μ‹œν™©. κ±°λž˜λŒ€κΈˆ 2쑰원이 μ‰¬μ›Œμ§„ μ‚Όμ„±μ „μž


μ‚Όμ„±μ „μž 강세에 μ½”μŠ€ν”Ό 4일 연속 μƒμŠΉ

λ‹€λ§Œ μ–‘μ‹œμž₯ ν•˜λ½ μ’…λͺ©μˆ˜κ°€ 더 λ§Žμ•„ μ „μ²΄μ μœΌλ‘œλŠ” 신쀑

μ‚Όμ„±μ „μž λ“± λΉ…3 + ν¬μŠ€μ½”κ°€ μ•½ 20p 올림

μ§€μˆ˜ κ°μ•ˆν•˜λ©΄ μ‹€μ œλŠ” -10p 정도 λΉ μ§„ 것

일단 FOMC에 λŒ€ν•œ νˆ¬μžμžλ“€ ν‰κ°€λŠ” 긍정적

경제 μžμ‹ κ° + μ—°λ‚΄ μΆ”κ°€ μΈν•˜ 전망 μœ μ§€

외신은 μΆ”κ°€ μΈν•˜ κΈ°λŒ€κ°€ μ•„μ‹œμ•„ μ¦μ‹œμ— 영ν–₯ μ€€λ‹€κ³  평가


μ‚Όμ„±μ „μž 연속 였λ₯΄λ©° μ €ν•­λŒ€ λŒνŒŒν•˜λ©° 6λ§Œμ›

싀적 λ°”λ‹₯λ‘  계속 영ν–₯을 μ£ΌλŠ” λͺ¨μŠ΅

μ—”λΉ„λ””μ•„ κΈ°λŒ€κ°μ— SKν•˜μ΄λ‹‰μŠ€λ„ κ°•μ„Έ

SK온 λŒ€κ·œλͺ¨ 배터리 곡급 계약 보도에 이차전지 κ°•μ„Έ

전일 긍정적 λ³΄κ³ μ„œ λ‚˜μ˜¨ LG화학도 연속 μƒμŠΉ

ν¬μŠ€μ½”ν™€λ”©μŠ€ 일본제철 μ§€λΆ„ 맀각 보도에 κ°•μ„Έ


반면 μ‘°μ„ , μ œμ•½ λ°”μ΄μ˜€μ£ΌλŠ” λΆ€μ§„

μ½”μŠ€λ‹₯ μ•Œν…Œμ˜€μ   μ•½μ„Έ. μž‘λ…„ 11μ›” 22일 이 ν›„ μ΅œλŒ€ν­ ν•˜λ½

자금이 λ‹€λ₯Έ μ—…μ’…μœΌλ‘œ λΆ„μ‚°λ˜λŠ” κ²ƒμœΌλ‘œ λ³΄μž„

μ•Œν…Œμ˜€μ   약세에 영ν–₯ λ°›μ•„ μ½”μŠ€λ‹₯도 λΆ€μ§„


외ꡭ인 μ˜€λŠ˜λ„ μ „κΈ°μ „μž μ€‘μ‹¬μœΌλ‘œ λŒ€κ·œλͺ¨ 맀수

이번주 순맀수 2μ‘°μ›κΉŒμ§€ 증가

λ‹€λ§Œ 맀수 업쒅은 μ „κΈ°μ „μž, 철강에 집쀑

기관은 μ „κΈ°μ „μž, ν™”ν•™, 금육 맀수. 운수창고. 기계 맀도


μ‚Όμ„±μ „μž κ±°λž˜λŒ€κΈˆ λŠ˜μ–΄λ‚˜λ©° μˆ˜κΈ‰ 쏠림 ν˜„μƒ

μ‚Όμ„±μ „μž + SKν•˜μ΄λ‹‰μŠ€ κ±°λž˜λŒ€κΈˆ. μ½”μŠ€λ‹₯ 전체 3λΆ„μ˜ 1

이런 κ±°λž˜λŒ€κΈˆ λΉ„μœ¨μ€ ν•˜λ½ μ’…λͺ©μˆ˜κ°€ λ§Žμ•„μ§€λŠ” ν˜„μƒ

λ‹€λ₯Έ μ’…λͺ©μ—μ„œ λŒ€ν˜• λ°˜λ„μ²΄ λ“±μœΌλ‘œ 자금이 μ΄λ™ν•˜λŠ” 것

λ‹€λ§Œ μ¦μ‹œμ— λŒ€ν•œ 긍정적 평가도 λŠ˜μ–΄λ‚ μˆ˜ μžˆλŠ” ν™˜κ²½

μ‚Όμ„±μ „μž μƒμŠΉμ΄ μ΄μ–΄μ§ˆ 경우 μ¦μ‹œ μƒμŠΉ κΈ°λŒ€κ°λ„ 증가

이 ν›„ μ¦μ‹œμ— 자금 μœ μž… 계기 λ˜λŠ”μ§€ μ£Όλͺ©


였늘둜 μ½”μŠ€λ‹₯ μ‹œμž₯ λ‹€μ‹œ κ³Όλ§€λ„κΆŒ μ§„μž…

이 ν›„μ—λŠ” λ‹€μ‹œ μ’…λͺ©λ“€ λ°˜λ“± μ‹œλ„κ°€ λ‚˜μ˜¬λ§Œν•œ μ‹œμ 

졜근 κΈ°κ΄€ 맀수 μ§‘μ€‘λ˜μ—ˆλ˜ μ’…λͺ©κ΅°

μΆ”κ°€ λ°”λ‹₯κΆŒμ—μ„œ 크게 였λ₯΄μ§€ λͺ»ν–ˆλ˜ 낙폭주듀 체크

싀적 곡개 ν›„ λ°˜λ“±ν•˜λ‹€ μ£ΌμΆ€ν•œ μ’…λͺ©κ΅°λ“€λ„ 체크 지속

γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘

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γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘

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γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘

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γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘γ…‘


μΆ”μ²œ3
λΉ„μΆ”μ²œ0
μ‹ κ³ μ‹ κ³ 
  • 15
    뀨뀨03.20 17:52λŒ“κΈ€

    λ‚œ μ‘°μ„ λ§Œ 였λ₯΄λ©΄ λœλ‹€λƒ₯..

  • 42
    μž‘λ‘03.23 06:43λŒ“κΈ€

    μ‘°μ„  μ•žμœΌλ‘œ 쭈욱 였λ₯Όκ»Œλ‹ˆλ‹€.
    μ œκ°€ κ·Έμͺ½μ΄λΌβ€¦ μž˜μ••λ‹ˆλ‹€

  • 34
    SouL03.21 01:12λŒ“κΈ€

    ν˜„μž¬, μ—”λΉ„λ””μ•„ 119달라.!!!

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