statement
Caution ahead of US October CPI and CoreWeave earnings remains, limiting further gains in the domestic market despite the gap-up open.
A statement by FICC리서치부 전략/시황: 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만 미국 10월 CPI와 코어위브 실적을 앞둔 경계심리도 잔존. 이에 국내 증시는 갭상승 출발했음에도 AI 투자 불확실성과 물가 우려에 추가 상승폭 제한
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Because AI investment has become a major growth driver of the US economy, a slowdown in investment pace and worsening funding conditions are also a burden on the broader economy.하나 Global ETF · predictionKOSPI turned weak as AI investment sentiment contracted due to successive U.S. big tech corporate bond issuance news and Anthropic's financial burden, and caution ahead of the U.S. midterm elections also limited risk asset preference.FICC리서치부 전략/시황: 이경민 · statementGlobal risk appetite, interest rates and the dollar set the direction for the KOSPI market, while AI and data centers see expanded volatility.대신증권 이경민 · predictionThe domestic stock market has not secured a clear direction and continues to search for direction amid volatility, with major variables such as AI investment uncertainty and US monetary policy burdens mixed together.FICC리서치부 전략/시황: 이경민 · statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.하나증권 · statementThe market is waiting for US CPI.dubaotiente · prediction