๐Ÿ“ ํ…”๋ ˆ๊ทธ๋žจ ์‹ฌ์ธต ๋ถ„์„ Report (23์‹œ 08๋ถ„) ๊ธฐ์ค€ ๐ŸŒก๏ธ ์„ผํ‹ฐ๋จผํŠธ ๊ณตํฌ ๋ฐ ๊ฒฝ๊ณ„ (-50) ๐Ÿ’ก ์š”์•ฝ ๋ฏธ๊ตญ CPI ์˜ˆ์ƒ์น˜ ์ƒํšŒ๋กœ ์ธํ•œ ๊ธˆ๋ฆฌ ์ธ์ƒ ์šฐ๋ ค ์‹ฌํ™”, ์—๋„ˆ์ง€ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ

์„œํ™”๋ฐฑ์˜ ๊ทธ๋ฆผ๋†€์ด ๐Ÿš€

์„œํ™”๋ฐฑ์˜ ๊ทธ๋ฆผ๋†€์ด ๐Ÿš€

@easobi

#Disclaimer ํ•ด๋‹น ์ฑ„๋„์˜ ๊ฒŒ์‹œ๋ฌผ์€ ๋‹จ์ˆœ ์˜๊ฒฌ ๋ฐ ๊ธฐ๋ก์šฉ๋„์ด๊ณ  ๋งค์ˆ˜-๋งค๋„ ๋“ฑ ํˆฌ์ž๊ถŒ์œ ๋ฅผ ์˜๋ฏธํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ํ•ด๋‹น ๊ฒŒ์‹œ๋ฌผ์˜ ๋‚ด์šฉ์€ ๋ถ€์ •ํ™•ํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ ๋งค๋งค์— ๋”ฐ๋ฅธ ์†์‹ค์€ ๊ฑฐ๋ž˜ ๋‹น์‚ฌ์ž์˜ ์ฑ…์ž„์ž…๋‹ˆ๋‹ค. ํ•ด๋‹น ๊ฒŒ์‹œ๋ฌผ์˜ ๋‚ด์šฉ์€ ์–ด๋–ค ๊ฒฝ์šฐ์—๋„ ๋ฒ•์  ๊ทผ๊ฑฐ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค. ์ฑ„๋„ ๊ฒŒ์‹œ๋ฌผ์— ํฌํ•จ๋œ ์ผ๋ถ€ ์ข…๋ชฉ์€ ๋ณด์œ ์ค‘์ผ ์ˆ˜ ์žˆ์œผ๋ฉฐ ์–ธ์ œ๋“  ๋งค๋„ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค

23,440 ืžื ื•ื™ื™ื
ืคืชื— ื‘ื˜ืœื’ืจื
๐Ÿ“ ํ…”๋ ˆ๊ทธ๋žจ ์‹ฌ์ธต ๋ถ„์„ Report (23์‹œ 08๋ถ„) ๊ธฐ์ค€

๐ŸŒก๏ธ ์„ผํ‹ฐ๋จผํŠธ ๊ณตํฌ ๋ฐ ๊ฒฝ๊ณ„ (-50)
๐Ÿ’ก ์š”์•ฝ ๋ฏธ๊ตญ CPI ์˜ˆ์ƒ์น˜ ์ƒํšŒ๋กœ ์ธํ•œ ๊ธˆ๋ฆฌ ์ธ์ƒ ์šฐ๋ ค ์‹ฌํ™”, ์—๋„ˆ์ง€ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ๋ฐ ์ค‘๋™๋ฐœ ์ง€์ •ํ•™์  ๋ฆฌ์Šคํฌ ํ™•๋Œ€๋กœ ์ „๋ฐ˜์ ์ธ ์‹œ์žฅ์˜ ํˆฌ์ž ์‹ฌ๋ฆฌ๊ฐ€ ํฌ๊ฒŒ ์œ„์ถ•๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ—ฃ๏ธ Top ํ‚ค์›Œ๋“œ: CPI(25), ๊ธˆ๋ฆฌ(15), ๋ฌผ๊ฐ€(13), ์—๋„ˆ์ง€(10), ๋ฐ˜๋„์ฒด(7)

๐Ÿ”ฅ ์ฃผ๋ชฉ๋ฐ›๋Š” ์ข…๋ชฉ
๐Ÿ“ˆ Arrowhead Pharmaceuticals (+75)
ARO-MAPT ์ž„์ƒ 1/2a ์ค‘๊ฐ„ ๋ฐ์ดํ„ฐ์—์„œ CSF ํƒ€์šฐ ๋†๋„ ํ‰๊ท  73%, ์ตœ๋Œ€ 85% ๊ฐ์†Œ ๋ณด๊ณ 
๐Ÿ“ˆ META (+75)
๊ฐ•๋ ฅํ•œ ์ˆ˜์ตํ™” ๋ชจ๋ฉ˜ํ…€์ด 3Q ์‹ค์  ๊ฒฌ์ธ, Muse ์ฑ„ํƒ ์ˆœํ•ญ, Truist ๋ชฉํ‘œ์ฃผ๊ฐ€ 763๋‹ฌ๋Ÿฌ์—์„œ 1,000๋‹ฌ๋Ÿฌ๋กœ ์ƒํ–ฅ
๐Ÿ“‰ ASTS (-75)
๋ฐœ์‚ฌ ์—ญ๋Ÿ‰ ๋ถ€์กฑ ๋ฐ SpaceX์™€์˜ ๊ฐˆ๋“ฑ ์‹ฌํ™”๋กœ Neutral ํ•˜ํ–ฅ, ๋ชฉํ‘œ์ฃผ๊ฐ€ 98๋‹ฌ๋Ÿฌ์—์„œ 54๋‹ฌ๋Ÿฌ๋กœ ํ•˜ํ–ฅ
๐Ÿ“‰ HEX & PULSECHAIN (-75)
์•”ํ˜ธํ™”ํ ์ฐฝ๋ฆฝ์ž ๋ฆฌ์ฒ˜๋“œ ํ•˜ํŠธ ํ„ฐํ‚ค ์ธํ„ฐํด์— ์ฒดํฌ
๐Ÿ“‰ BANK OF AMERICA (-100)
์ž๊ธˆ์„ธํƒ ์œ„๋ฐ˜์œผ๋กœ 12์–ต ๋‹ฌ๋Ÿฌ ๋ฒŒ๊ธˆ ๋ถ€๊ณผ ํ›„ 8.3% ๊ธ‰๋ฝ
๐Ÿ“ˆ SK (+50)
็พŽ ์›จ์ŠคํŒ…ํ•˜์šฐ์Šค ์ง€๋ถ„ ์ธ์ˆ˜์— 'ๅ…†๋‹จ์œ„ ๋ฒ ํŒ…'
๐Ÿ“ˆ Verastem (VSTM) (+75)
์ง„ํ–‰์„ฑ KRAS G12D ๋Œ์—ฐ๋ณ€์ด ์•”์—์„œ ๊ฐ•๋ ฅํ•œ ํ•ญ์ข…์–‘ ํ™œ์„ฑ, ์ทŒ๊ด€ ์„ ์•” 2์ฐจ ์น˜๋ฃŒ์—์„œ 50% ๊ฐ๊ด€์  ๋ฐ˜์‘๋ฅ  ํ™•์ธ
๐Ÿ“‰ TSMC (-25)
CPI ๋ฐœํ‘œ ์ „/ํ›„ ์ฃผ๊ฐ€ ๋ณ€๋™์„ฑ, ๋ถˆํ™•์‹ค์„ฑ ์–ธ๊ธ‰
๐Ÿ“‰ SpaceX (-25)
๋ชจ๊ฑด์Šคํƒ ๋ฆฌ AI ์„ฑ์žฅ ์ž ์žฌ๋ ฅ ๊ธ์ • ํ‰๊ฐ€ ๋ฐ ๋ชฉํ‘œ์ฃผ๊ฐ€ 300๋‹ฌ๋Ÿฌ ์œ ์ง€, ์Šคํƒ€๋งํฌ ๊ตฐ์‚ฌ ์ž‘์ „ ์†๋„ ์ œํ•œ ๋ฐ ASTS์™€์˜ ๊ฐˆ๋“ฑ ์‹ฌํ™”
๐Ÿ“ˆ RVMD (+50)
์‹œ๊ฐ€์ด์•ก ๋Œ€๋น„ ์—…์‚ฌ์ด๋“œ ๊ตฌ๊ฐ„ ์กด์žฌ ์–ธ๊ธ‰


๐ŸŽ‰ ์„ฑ๊ณต! 104๊ฐœ ์ฑ„๋„์—์„œ ์˜ค๋Š˜ ๊ฒŒ์‹œ๊ธ€ 662๊ฐœ ์ˆ˜์ง‘ ์™„๋ฃŒ!

๐Ÿ”ฅ ํ˜„์‹œ์  ์ธ๊ธฐ ๊ฒŒ์‹œ๊ธ€ TOP 10

[1์œ„] 16,312 ๐Ÿ‘๏ธ | 138 ๐Ÿ“ค
๐Ÿ“บ ๊ธ‰๋“ฑ์ผ๋ณด ๋ฏธ๊ตญ์ฃผ์‹๐Ÿ‡บ๐Ÿ‡ธ ์†๋ณดยท๋งคํฌ๋กœยท๋ฆฌ์„œ์น˜
๐Ÿ“ โšก๏ธ **์†๋ณด:** **9์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI) ์ƒ์Šน๋ฅ ์ด 3.7%๋กœ ...
๐Ÿ”— https://t.me/FastStockNewsUSA/23768

[2์œ„] 9,531 ๐Ÿ‘๏ธ | 125 ๐Ÿ“ค
๐Ÿ“บ ๋ฏธ๊ตญ ์ฃผ์‹ ์ธ์‚ฌ์ด๋” ๐Ÿ‡บ๐Ÿ‡ธ (US Stocks Insider)
๐Ÿ“ ๐Ÿšจ ๊ฒฝ์ œ ์ง€ํ‘œ ๋ฐœํ‘œ ๐Ÿšจ โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ”โ” ๐Ÿ”ด ๋ฏธ๊ตญ ๊ทผ์› ์†Œ...
๐Ÿ”— https://t.me/insidertracking/66241

[3์œ„] 11,604 ๐Ÿ‘๏ธ | 63 ๐Ÿ“ค
๐Ÿ“บ [ํ•˜๋‚˜ Global ETF] ๋ฐ•์Šน์ง„
๐Ÿ“ ๐Ÿ”น**๋ฏธ๊ตญ CPI ์ „๋…„๋Œ€๋น„ ์ƒ์Šน๋ฅ : ์ „์›”์น˜์™€ ์˜ˆ์ƒ์น˜ ์ƒํšŒ ** ยป 9์›” ...
๐Ÿ”— https://t.me/globaletfi/22138

[4์œ„] 5,920 ๐Ÿ‘๏ธ | 88 ๐Ÿ“ค
๐Ÿ“บ ์—ํ…Œ๋ฅด์˜ ์ผ๋ณธ&๋ฏธ๊ตญ ๋ฆฌ์„œ์น˜
๐Ÿ“ CPI(YoY): 3.7%/3.6%(์ปจ์„ผ) CPI(MoM): 0.6%/0...
๐Ÿ”— https://t.me/aetherjapanresearch/25837

[5์œ„] 4,121 ๐Ÿ‘๏ธ | 93 ๐Ÿ“ค
๐Ÿ“บ YIELD & SPREAD
๐Ÿ“ 1. ํ—ค๋“œ๋ผ์ธ CPI โ€ข ์—๋„ˆ์ง€ +5.2%, ํœ˜๋ฐœ์œ  +9.1%๋กœ ํœ˜๋ฐœ์œ ๊ฐ€...
๐Ÿ”— https://t.me/yieldnspread/6635

[6์œ„] 6,468 ๐Ÿ‘๏ธ | 59 ๐Ÿ“ค
๐Ÿ“บ [ํ•˜๋‚˜ Global ETF] ๋ฐ•์Šน์ง„
๐Ÿ“ ยป ๋ฏธ๊ตญ 9์›” CPI ์˜ˆ์ƒ์น˜ ์†Œํญ ์ƒํšŒ ยป Core CPI(YoY, M...
๐Ÿ”— https://t.me/globaletfi/22137

[7์œ„] 2,753 ๐Ÿ‘๏ธ | 87 ๐Ÿ“ค
๐Ÿ“บ ์—ํ…Œ๋ฅด์˜ ์ผ๋ณธ&๋ฏธ๊ตญ ๋ฆฌ์„œ์น˜
๐Ÿ“ JP๋ชจ๊ฑด) ๋ฉ”๋ชจ๋ฆฌ์— ๋Œ€ํ•œ ์•„์‹œ์•„ ํˆฌ์ž์ž ๋งˆ์ผ€ํŒ… ํ”ผ๋“œ๋ฐฑ JP๋ชจ๊ฑด์€ ์ตœ๊ทผ ...
๐Ÿ”— https://t.me/aetherjapanresearch/25838

[8์œ„] 8,090 ๐Ÿ‘๏ธ | 33 ๐Ÿ“ค
๐Ÿ“บ ์ฃผ์‹ ๊ธ‰๋“ฑ์ผ๋ณด๐Ÿš€๊ธ‰๋“ฑํ…Œ๋งˆยท๋Œ€์žฅ์ฃผ ํƒ์ƒ‰๊ธฐ | Korean Stocks
๐Ÿ“ ๐Ÿ”น**๋ฏธ๊ตญ CPI ์ „๋…„๋Œ€๋น„ ์ƒ์Šน๋ฅ : ์ „์›”์น˜์™€ ์˜ˆ์ƒ์น˜ ์ƒํšŒ ** ยป 9์›” ...

[9์œ„] 5,135 ๐Ÿ‘๏ธ | 54 ๐Ÿ“ค
๐Ÿ“บ ์š”์•ฝํ•˜๋Š” ๊ณ ์ž‰
๐Ÿ“ **โ–  'CPI' ๋ฐœํ‘œ ํ›„ 10์›”29์ผ ๊ธˆ๋ฆฌ ์ „๋ง 1) fedwatch...
๐Ÿ”— https://t.me/one_going/4338

[10์œ„] 6,480 ๐Ÿ‘๏ธ | 36 ๐Ÿ“ค
๐Ÿ“บ ์ฃผ์‹ ๊ธ‰๋“ฑ์ผ๋ณด๐Ÿš€๊ธ‰๋“ฑํ…Œ๋งˆยท๋Œ€์žฅ์ฃผ ํƒ์ƒ‰๊ธฐ | Korean Stocks
๐Ÿ“ โšก๏ธ **์†๋ณด:** **9์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜(CPI) ์ƒ์Šน๋ฅ ์ด 3.7%๋กœ ...


โ„น๏ธ ์Šค์ฝ”์–ด๋ง ์ตœ๊ทผ ๊ฒŒ์‹œ๊ธ€์˜ ๊ฐ์ •(-100~100)๊ณผ ๊ณต์œ  ํšŸ์ˆ˜๋ฅผ ์ข…ํ•ฉ ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค.

๐Ÿ–Œ ์„œํ™”๋ฐฑ์˜๊ทธ๋ฆผ๋†€์ด
โœ‰๏ธ https://t.me/easobi

๐Ÿ–Œ ์„œํ™”๋ฐฑ์˜AI๋†€์ด
โœ‰๏ธ https://t.me/easobi_ai

๐Ÿ–Œ ์•ก์‹œ์ฆˆ์˜๋Œ€์‹œ๋ณด๋“œ
โœ‰๏ธ https://dashboard.camelresearch.com
ืคืชื— ืืช ื”ืคื•ืกื˜ ื‘ื˜ืœื’ืจื