해외 증시 마감. 관세 우려 완화, 팔란티어 실적, 금리 하락에 상승

<p>관세 우려 완화, 팔란티어 실적, 금리 하락에 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/c195952f5265486cd5e265f242f8c7db00655ae5" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/c195952f5265486cd5e265f242f8c7db00655ae5" data-origin-width="675" data-origin-height="415"></div><p><br>일단 관세 전쟁 우려가 완화된 점 긍정적 평가</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/52f8d9afd6aadb649a7317c03ee58ff1e8668a7f" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/52f8d9afd6aadb649a7317c03ee58ff1e8668a7f" data-origin-width="569" data-origin-height="369"></div><p><br>캐나다, 멕시코 관세 유예. 중국과의 대화도 예정 <br>미국측 관세, 중국측 맞보복 공개했으나 영향 제한 <br>미중 관세 뉴스는 두 가지 측면 모두 봐야 <br>경제 대국간 충돌은 글로벌 경제 전반적 부담 <br>반면 실질적 조치 보다 위협적 조치라는 평가 <br>전일 중국이 발표한 구글 조사. 원유 관세는 애매 <br>구글은 중국에서 사실상 사업 철수한 상태 <br>중국 원유 수입 중 미국 비중은 상당히 낮은 편 <br>10일부터라는 시한도 사실상 협상용이라는 평가 <br>블룸버그는 중국의 대응이 절제된 편이라고 분석 <br>실제 부과 규모 140억달러로 미국 5,250억달러 대비 작음</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/b2e35d5cb9da809485d8236ea9bf11f5573e8f7d" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/b2e35d5cb9da809485d8236ea9bf11f5573e8f7d" data-origin-width="1280" data-origin-height="1215"></div><p><br>한편 시진핑과의 통화는 아직 이뤄지지 않았음 <br>미국과 중국 시차 감안하면 우리 증시 장중 가능성 <br>트럼프는 시진핑과의 통화 서둘지 않겠다고 언급 <br>베어드, 그간 강세장 소비와 실적에 의한 것 <br>이 스토리 균열 없다면 조정시 매수 판단 <br>관세는 비무역 부문 양보 얻기 위한 수단 <br>인프라 캐피털, 경제 관세 아닌 정치 관세로 지속성 없을 것 <br>Robeco Group. 관세 이슈 진정까지 신중해야 <br>팔란티어 주가 강세도 기술주 상승에 긍정적 영향 <br>호실적 공개 후 20% 이상 급등하며 지수에 영향</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/434701f718f9acac9ce24b7492d44877cd9f8b3c" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/434701f718f9acac9ce24b7492d44877cd9f8b3c" data-origin-width="661" data-origin-height="420"></div><p><br>12월 JOLTS 구인 760만으로 예상 800만 큰 폭 하회</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/79b0bfb7dde10f1d1947dbf918c1a9a28e079b51" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/79b0bfb7dde10f1d1947dbf918c1a9a28e079b51" data-origin-width="937" data-origin-height="522"></div><p><br>고용 둔화로 금리 금리 압박이 약해졌다는 평가</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/9bda12c8484e63b0e2c5db29ae31baeffc65dff9" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/9bda12c8484e63b0e2c5db29ae31baeffc65dff9" data-origin-width="389" data-origin-height="282"></div><p><br>에버코어. 연준의 금리 압박감을 덜어주는 지표 <br>10년물 금리 4.5% 초반으로 내려가며 기술주에 영향</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/7dc0f233ca3d3fe6de0af89cdd20520cf3338bca" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1X9KH/7dc0f233ca3d3fe6de0af89cdd20520cf3338bca" data-origin-width="389" data-origin-height="282"></div><p><br>시총 10위 대형주들 모두 상승 <br>슈퍼 마이크로. 사업 관련 업데이트 보도에 급등 <br>유가 반등하며 에너지주, 관세 우려 완화에 자동차 강세 <br>케네디 주니어 보건 장관 임명 임박에 모더나 급락  <br>마감 후 알파벳 실적 매출 예상 하회, 이익 예상 소폭 상회 <br>매출 964.7억달러, EPS 2.15달러.  <br>자본 지출 750억달러로 예상 580억달러 상회. 시간 외 하락</p>