해외 증시 마감. 엔비디아, 중국 경기 부양 효과 부각

<p>연착륙 낙관, 중국 경기 부양 효과에 상승. 다우와 S&P500은 사상 최고치 경신</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/af3bb53c533eed81aa59283472504f5dadba50e8" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/af3bb53c533eed81aa59283472504f5dadba50e8" data-origin-width="670" data-origin-height="416"></div><p><br>주요국 정책 이슈도 증시에 긍정적 영향. 특히 전일 나온 중국 경기 부양 효과 부각</p><p><br>글로벌 경기 하강을 어느 정도 방어할 것으로 기대. 다만 BNP는 효과가 확산되는데 시간 걸릴 것 평가</p><p><br>중국 주식들 급등, 중국 증시 콜옵션도 급증 </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/13e497e48e65c1ac52b9353b28893093d5f3359c" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/13e497e48e65c1ac52b9353b28893093d5f3359c" data-origin-width="657" data-origin-height="420"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/7207e243b40caab6303bbeeccbd15867b48ac474" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/7207e243b40caab6303bbeeccbd15867b48ac474" data-origin-width="960" data-origin-height="540"></div><p><br>9월 CB 소비자신뢰지수 98.7. 예상 103 대폭 하회. CB 측은 최근 고용 지표 둔화에  따른 영향으로 해석</p><p><br>이 조사는 17일까지 진행. 즉, 18일 금리인하 반영 안 됨</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/649e531e981f1d49f8afea9494b3089a671b734c" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/649e531e981f1d49f8afea9494b3089a671b734c" data-origin-width="937" data-origin-height="513"></div><p><br>BMO. 심리 변화가 통화정책에 영향주지 않을 것</p><p><br>보우만. 공급망, 재정정책 등으로 인플레 압박 여전. 빠른 금리인하로 눌렸던 수요 살아 인플레 자극할수도</p><p><br>엔비디아 4% 급등하며 시총 3조달러 근접. 모건스탠리, 4분기 45만개 블랙웰 출하 전망. 젠슨 황 지분 매각도 마무리 수순이라는 보도</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/574029c70a4f7b35be1cbf505f2f76ac02daddfb" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/574029c70a4f7b35be1cbf505f2f76ac02daddfb" data-origin-width="654" data-origin-height="419"></div><p><br>테슬라. 중국 판매 증가 보도에 상승</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1X9KH/9cc573e6dc3793dc621876dc532cbaf310108af5" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/9cc573e6dc3793dc621876dc532cbaf310108af5" data-origin-width="660" data-origin-height="420"></div><p><br>씨티, 아이폰 공급 체인 개선으로 대기 시간 단축 <br>전체적인 판매 추이 양호 예상. 목표가 255달러 유지 <br>화장품, 카지노, 중장비 등 주요 중국 관련주 급등 <br>엔비디아 강세에 반도체주식들도 1~2% 상승</p>