미국커뮤니티 요약
(상세 내용은 하단부에 첨부합니다.)
요즘 시장 분위기가 심상치 않아. 무역이랑 관세 때문에 특정 업종, 특히 Lam Research 같은 회사들이 영향을 받아서 시장 변동성이 커질 수 있다는 얘기가 나오고 있어.그래서 투자자들이 해외 시장도 기웃거리고, 은퇴 대비해서 배당주나 금 투자도 많이 생각하는 것 같아.전기차 시장에서는 Polestar 전망이 어떤지, Tesla 말고 다른 대안은 없는지 궁금해하는 사람들이 많더라.M&A 소식도 있는데, Pepsi가 Poppi를 인수했고, Alphabet이 Wiz를 살 수도 있다는 얘기가 있어. Reddit이랑 Reuters 관련해서는 “pump and dump” 작전 가능성도 언급되고 있더라고.전반적으로 투자 심리가 불안한 것 같아. 다들 Fear and Greed 사이에서 갈팡질팡하는 느낌이랄까?
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– 테슬라(TSLA) 주가: 트럼프의 매수에도 랠리 지속 실패
Tesla (TSLA) Stock: Trump’s Purchase Fails to Sustain Rally
Community: stocks |
Posted by: /u/1slinkydink1 |
Date: 3/13/2025, 10:55:53 PM
Posted by: /u/1slinkydink1 |
Date: 3/13/2025, 10:55:53 PM
Who knew that the publicity stunt on the WH lawn and a clear attempted pump wouldn’t last. Do not buy the dip!
https://moneycheck.com/tesla-tsla-stock-trumps-purchase-fails-to-sustain-rally/
Tesla’s stock price continues to show volatility in early March trading, falling 0.9% in premarket activity after two days of gains. This follows Monday’s steep 15.4% drop that marked the company’s worst trading day in nearly five years.
The electric vehicle maker saw its shares rebound 7.6% on Wednesday and 3.8% on Tuesday. These gains came after President Donald Trump’s public commitment to purchase a Tesla Model S during a White House event with CEO Elon Musk.
Despite the recent uptick, Tesla stock remains down almost 50% from its mid-December record high. The current price hovers around $245.75 in premarket trading.
submitted by /u/1slinkydink1
https://moneycheck.com/tesla-tsla-stock-trumps-purchase-fails-to-sustain-rally/
Tesla’s stock price continues to show volatility in early March trading, falling 0.9% in premarket activity after two days of gains. This follows Monday’s steep 15.4% drop that marked the company’s worst trading day in nearly five years.
The electric vehicle maker saw its shares rebound 7.6% on Wednesday and 3.8% on Tuesday. These gains came after President Donald Trump’s public commitment to purchase a Tesla Model S during a White House event with CEO Elon Musk.
Despite the recent uptick, Tesla stock remains down almost 50% from its mid-December record high. The current price hovers around $245.75 in premarket trading.
submitted by /u/1slinkydink1
베센트 재무장관은 백악관이 ‘실물 경제’에 집중하고 있으며 ‘약간의’ 시장 변동성에는 신경 쓰지 않는다고 밝혔습니다.
Treasury Secretary Bessent said the White House is focused on the ‘real economy’ and not concerned about ‘a little’ market volatility
Community: stocks |
Posted by: /u/SalehD13 |
Date: 3/14/2025, 4:54:48 AM
Posted by: /u/SalehD13 |
Date: 3/14/2025, 4:54:48 AM
Treasury Secretary Scott Bessent stated that the White House prioritizes the “real economy” over short-term market volatility. He downplayed concerns about economic fluctuations, dismissed fears of a major slowdown, and emphasized the transition from government-driven to private sector-led growth. His comments come amid rising U.S.-EU trade tensions and stock market declines. https://www.cnbc.com/amp/2025/03/13/treasury-secretary-bessent-said-the-white-house-is-focused-on-the-real-economy-and-not-concerned-about-a-little-market-volatility.html
submitted by /u/SalehD13
submitted by /u/SalehD13
투자자들이 트럼프에 등을 돌리면서 주식 시장이 폭락, 조정 국면에 진입 📉
Stocks Tumble Into Correction as Investors Sour on Trump
Community: stocks |
Posted by: /u/Shalaiyn |
Date: 3/14/2025, 5:17:22 AM
Posted by: /u/Shalaiyn |
Date: 3/14/2025, 5:17:22 AM
he world’s most widely followed stock-market benchmark slid into a correction on Thursday, a drop that underscores how the two-year-long bull market is running out of steam in the early days of the Trump administration.
The move stems from investors’ growing pessimism about the whipsawing policy pronouncements from Washington over the past few weeks. On-again, off-again tariffs and mass layoffs of federal workers have fomented unease on Wall Street.
On Thursday, the S&P 500 fell 1.4 percent. After weeks of selling, the index is now down 10.1 percent from a peak that was reached less than one month ago and is in a correction — a Wall Street term for when an index falls 10 percent or more from its peak, and a line in the sand for investors worried about a sell-off gathering steam.
Other major indexes, including the Russell 2000 and the tech-heavy Nasdaq Composite, had already fallen into correction before Thursday.
The deeper worry among investors is that uncertainty around the effects of Mr. Trump’s policies is causing consumers to spend less and discouraging businesses from investing. That reticence could, in turn, drive the economy into a downturn, forcing investors to re-evaluate company valuations.
“I think what markets are telling us is that they are very concerned about the potential for a recession,” said Kristina Hooper, chief global market strategist at Invesco. “That is certainly not what markets expected going into 2025.”
So far, the administration has brushed off the market turmoil. Scott Bessent, secretary of the U.S. Treasury, said on Thursday that he was focused on the “real economy”, downplaying signals sent by business leaders and investors. “I’m not concerned about a little bit of volatility over three weeks,” he said.
As stocks have been falling in recent weeks, the Trump Administration has emphasized that its economic policies are designed to promote job growth over the long term, but could cause some market turmoil in the near term.
Seema Shah, chief global strategist at Principal Asset Management, said the economy has already begun to be “negatively impacted.”
The pain has been acutely felt among the behemoth tech companies that had driven the market higher in recent years but have since reversed course. The tech-heavy Nasdaq Composite index has fallen roughly 14 percent from its peak in December.
The sell-off has also spread to other corners of the market, signaling broader concerns than simply a re-pricing of highly valued technology companies. The Russell 2000 index of smaller companies, which are typically more exposed to the ups and downs of the economy, has fallen 18 percent from its peak in November, close to a fully fledged bear market, defined as a drop of 20 percent or more from its peak.
Sectors of the stock market exposed to tariffs, like food producers, have slumped. The effects are being felt on other companies, like airlines, that are worried about a pullback among consumers should the economy enter a downturn.
“So far in 2025, the U.S. economy has only faced headwinds,” Ms. Shah said.
On Thursday, Mr. Trump threatened to impose 200 percent tariffs on European wine and champagne, one day after the European Union announced retaliatory tariffs on imports of U.S. whiskey and several other American products. The president has already added tariffs on steel and aluminum imports, and a wide swath of products from China.
The constantly moving goal posts have left investors so rattled that even recent good news about the economy hasn’t had a calming effect. On Thursday, a report on weekly unemployment claims came in lower than expected. On Wednesday, a better-than-expected reading of the Consumer Price Index had briefly helped bolster stocks.
Investors are worried that tariffs, once in full effect, will push prices higher — hurting business and consumers. Mr. Trump’s immigration policies and firings of federal employees through the so-called Department of Government Efficiency are also looming in the backdrop, as is the threat of an impending government shutdown.
“The outlook for inflation depends more on tariffs, deportations and DOGE than the backward-looking data releases right now,” Bill Adams, chief economist for Comerica Bank, said on Thursday.
https://www.nytimes.com/2025/03/13/business/sp-500-stocks-market-correction.html?smid=nytcore-android-share
submitted by /u/Shalaiyn
The move stems from investors’ growing pessimism about the whipsawing policy pronouncements from Washington over the past few weeks. On-again, off-again tariffs and mass layoffs of federal workers have fomented unease on Wall Street.
On Thursday, the S&P 500 fell 1.4 percent. After weeks of selling, the index is now down 10.1 percent from a peak that was reached less than one month ago and is in a correction — a Wall Street term for when an index falls 10 percent or more from its peak, and a line in the sand for investors worried about a sell-off gathering steam.
Other major indexes, including the Russell 2000 and the tech-heavy Nasdaq Composite, had already fallen into correction before Thursday.
The deeper worry among investors is that uncertainty around the effects of Mr. Trump’s policies is causing consumers to spend less and discouraging businesses from investing. That reticence could, in turn, drive the economy into a downturn, forcing investors to re-evaluate company valuations.
“I think what markets are telling us is that they are very concerned about the potential for a recession,” said Kristina Hooper, chief global market strategist at Invesco. “That is certainly not what markets expected going into 2025.”
So far, the administration has brushed off the market turmoil. Scott Bessent, secretary of the U.S. Treasury, said on Thursday that he was focused on the “real economy”, downplaying signals sent by business leaders and investors. “I’m not concerned about a little bit of volatility over three weeks,” he said.
As stocks have been falling in recent weeks, the Trump Administration has emphasized that its economic policies are designed to promote job growth over the long term, but could cause some market turmoil in the near term.
Seema Shah, chief global strategist at Principal Asset Management, said the economy has already begun to be “negatively impacted.”
The pain has been acutely felt among the behemoth tech companies that had driven the market higher in recent years but have since reversed course. The tech-heavy Nasdaq Composite index has fallen roughly 14 percent from its peak in December.
The sell-off has also spread to other corners of the market, signaling broader concerns than simply a re-pricing of highly valued technology companies. The Russell 2000 index of smaller companies, which are typically more exposed to the ups and downs of the economy, has fallen 18 percent from its peak in November, close to a fully fledged bear market, defined as a drop of 20 percent or more from its peak.
Sectors of the stock market exposed to tariffs, like food producers, have slumped. The effects are being felt on other companies, like airlines, that are worried about a pullback among consumers should the economy enter a downturn.
“So far in 2025, the U.S. economy has only faced headwinds,” Ms. Shah said.
On Thursday, Mr. Trump threatened to impose 200 percent tariffs on European wine and champagne, one day after the European Union announced retaliatory tariffs on imports of U.S. whiskey and several other American products. The president has already added tariffs on steel and aluminum imports, and a wide swath of products from China.
The constantly moving goal posts have left investors so rattled that even recent good news about the economy hasn’t had a calming effect. On Thursday, a report on weekly unemployment claims came in lower than expected. On Wednesday, a better-than-expected reading of the Consumer Price Index had briefly helped bolster stocks.
Investors are worried that tariffs, once in full effect, will push prices higher — hurting business and consumers. Mr. Trump’s immigration policies and firings of federal employees through the so-called Department of Government Efficiency are also looming in the backdrop, as is the threat of an impending government shutdown.
“The outlook for inflation depends more on tariffs, deportations and DOGE than the backward-looking data releases right now,” Bill Adams, chief economist for Comerica Bank, said on Thursday.
https://www.nytimes.com/2025/03/13/business/sp-500-stocks-market-correction.html?smid=nytcore-android-share
submitted by /u/Shalaiyn
– 나스닥이 닷컴 버블 붕괴 이전 수준을 회복하는 데 15년이나 걸렸다고?! 😮
NASDAQ took 15 years to recover the .com crash?!
Community: stocks |
Posted by: /u/JeeperDeeper |
Date: 3/14/2025, 8:28:30 AM
Posted by: /u/JeeperDeeper |
Date: 3/14/2025, 8:28:30 AM
During the dot-com crash, the NASDAQ dropped ~78% from its peak in March 2000 (~5,048) to its bottom in October 2002 (~1,114). It took 15 years (until 2015) to fully recover back to that all-time high!
Given that tech valuations are very high again (Al hype, mega-cap concentration), what are the odds something like this won’t happen again? 15 years is a long time to recover back to ATH, even something half as bad would be brutal…
submitted by /u/JeeperDeeper
Given that tech valuations are very high again (Al hype, mega-cap concentration), what are the odds something like this won’t happen again? 15 years is a long time to recover back to ATH, even something half as bad would be brutal…
submitted by /u/JeeperDeeper
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