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IH Research: post #4518 — TG.ME

IH Research@ihresearch · 8.4K subscribers Open in TelegramOpen

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September 2, 2026 2.2K 3

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- Financials에는 로빈후드, 스트래티지, 써클이 포함되어 있어서임 - Tech에서는 스노우플레이크, 팔란티어 등 SW의 영향이 컸음 - 미장 신고가에서 금융의 비중이 압도적으로 높은데 글로벌 은행주들의 ADR의 비중이 매우 높은 점이 눈에 띔 429·Sep 3

시장이 거래대금이 마르다보니 외국인 선물 2000억 매도에 이렇게 밀리는군요 3K·Sep 3 갑자기 '경기는 안좋은데 물가만 오르나요? 그럼 스태그인가요?' 라고 하지만 않으면 됩니다. 1.9K·Sep 2 US ADP EMPLOYMENT CHANGE ACTUAL 38K (FORECAST 47K, PREVIOUS 44K) ADP 고용 데이터가 컨센서스를 하회했습니다. 금리에는 나쁘지 않은 데이터입니다. 2.2K·Sep 2 LUTNICK SAYS RATES WILL STABILIZE AND START TO DECLINE IN NEXT SIX MONTHS 어떻게? 2.5K·Sep 2

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