Retail investors dump Tesla, snap up chip, Bitcoin 테슬라를 팔고 반도체, 비트코인ETF 구매

[김우정]

우리나라 개인투자자들은 테슬라를 팔고 반도체, 비트코인 ETF에 투자하고 있습니다.
3월에 제일 많이 투지한 미국주식은 엔비디아입니다.
테슬라 주가는 지난 한 달간 14.4% 하락해 172.82달러를 기록했습니다.

애널리스트들은 엔비디아가 추진하는 인공지능(AI) 주가 랠리가 당분간 이어질 것이라고 말합니다.
 

Retail investors dump Tesla, snap up chip, Bitcoin ETFs
개인 투자자들, 테슬라를 팔고 반도체, 비트코인 ETF에 투자

By Lee Kyung-min 이경민 기자
Posted : 2024-03-25 16:36 Updated : 2024-03-25 21:43
Korea Times

Gettyimagesbank 게티 이미지뱅크

An increasing number of Korean retail investors have dumped Tesla, a U.S. automotive and clean energy firm, rattled by its stagnant first-quarter sales both in China and Europe, compounded further by production delays in Germany, data showed Monday.
월요일 자료에 따르면 미국의 자동차 및 청정 에너지 회사인 테슬라가 중국과 유럽에서의 1분기 판매가 정체되고 있으며 이는 독일에서의 생산 지연으로 더욱 악화되어 점점 더 많은 한국 개인 투자자들이 테슬라주식을 매각한 것으로 나타났다.

They instead increased holdings of the U.S. semiconductor manufacturers, software firms and Bitcoin and IT exchange-traded funds (ETFs).
이들은 대신 미국 반도체 제조업체와 소프트웨어 기업, 비트코인 및 IT 상장지수펀드(ETF) 보유를 늘렸다.

According to data from Korea Securities Depository, the U.S. tech titan Nvidia topped the list of U.S. stocks purchased by Korean investors.
한국예탁결제원 자료에 따르면 한국 투자자가 매수한 미국 주식 중 1위는 미국 거대 기술주 엔비디아가 차지했다.

They net-purchased $380 million ($509 billion) worth of shares from March 1 to 21.
이들은 3월 1일부터 21일까지 3억8,000만 달러(5090억 달러)어치의 주식을 순매수했다.

The second-most-popular equity product for Korean investors was the Direxion Daily Semiconductor Bull and Bear 3X Shares, an ETF seeking three times the performance of the New York Stock Exchange Semiconductor Index. The net-purchase price came to $240 million.
한국 투자자들에게 두 번째로 인기 있는 주식 상품은 뉴욕 증권 거래소 반도체 지수의 3배의 성과를 추구하는 ETF인 디렉션 데일리 반도체 불 앤 베어 3X 주식이었다. 순매수 가격은 2억 4천만 달러가 되었다.

The third in line was shares of MicroStrategy, a U.S. digital service provider with the world’s largest Bitcoin holdings. Net purchases of $170 million were made in the period. The fourth was 2X Bitcoin Strategy, an ETF designed to track the performance of the digital currency.
세번째는 세계 최대 비트코인 보유량을 보유한 미국의 디지털 서비스 업체인 마이크로스트래티지의 주식이었다. 이 기간 동안 1억 7천만 달러의 순매수가 이루어졌다. 네 번째 순서는 디지털 통화의 성과를 추적하기 위해 고안된 ETF인 2X 비트코인 스트래티지였다.

Ranking the fifth and sixth were ETFs related to Nvidia and TSMC, a Taiwan-based global semiconductor foundry.
5위와 6위는 엔비디아와 대만 소재 글로벌 반도체 파운드리 TSMC 관련 ETF였다.

Tesla sank to seventh place. The net-purchased shares came to $93 million, down from a range of between $327 million and $338 million in the first two months.
테슬라는 7위로 내려앉았다. 순매수 주식은 9,300만 달러로 첫 두 달 동안 3억 2,700만 달러에서 3억 3,800만 달러 사이의 범위에서 떨어졌다.

Tesla shares slumped 14.4 percent over the past month to come to $172.82. The figure is a further fall from $248.48 registered as of the end of last year. According to market insiders, about one in nine overseas brokerages recommended an underweight or neutral position for Tesla shares.
테슬라 주가는 지난 한 달간 14.4% 하락해 172.82달러를 기록했다. 이는 작년 말 등록된 248.48달러보다 더 하락한 수치다. 시장 관계자들에 따르면 해외 증권사 9곳 중 1곳 정도가 테슬라 주식에 대해 비중 축소 또는 중립 입장을 권고했다.

Analysts say the Nvidia-propelled artificial intelligence (AI) share rally will continue for the time being.
애널리스트들은 엔비디아가 추진하는 인공지능(AI) 주가 랠리가 당분간 이어질 것이라고 말한다.

Nvidia’s month-to-date increase stood at 15.6 percent, pushing up its stock price to $914.35. The near-$1,000 figure is an 84.6 percent year-to-date spike from the end of last year when it came to $495.22.
엔비디아의 월간 상승률은 15.6%로 주가를 914.35달러까지 끌어올렸다. 1,000달러에 육박하는 수치는 전년 말 495.22달러에서 84.6% 급등한 것이다.

Sharp drops in the Nvidia prices were almost always interspersed with steady inflow of investment funds seeking to augment the holding total, in a sustained upward trajectory over the past few months.
엔비디아 가격의 급락은 지난 몇 달 동안 지속적인 상승 궤도에서 보유 총액을 늘리려는 투자 자금의 꾸준한 유입과 함께 거의 항상 개재되었다.

Korea Investment & Securities researcher Chae Min-sook said attempts by AMD, an American semiconductor firm and a major competitor of Nvidia, to replace Nvidia’s graphics processing unit (GPU) supply will not be able to gain traction in the near future.
채민숙 한국투자증권 연구원은 엔비디아의 그래픽처리장치(GPU) 공급을 대체하려는 미국 반도체 기업이자 주요 경쟁사인 AMD의 시도가 조만간 설득력을 얻기 어려울 것이라고 말했다.

“AMD’s moves will not pose enough of a threat to overthrow the reign of Nvidia for a significant period of time,” Chae said.
채 연구원은 "AMD의 움직임은 엔비디아 상승세를 상당기간 전복할 정도의 위협이 되지 않을 것"이라고 말했다.

#Retailinvestors소매투자자들 #Tesla테슬라 #Semiconductor반도체 #Bitcoin비트코인 #ETF(Exchange-TradedFund)상장지수펀드 #Nvidia엔비디아 #MicroStrategy마이크로스트래티지 #TSMC(TaiwanSemiconductorManufacturingCompany)TSMC(대만반도체제조업체)
AI(ArtificialIntelligence)인공지능 #AMD(AdvancedMicroDevices)AMD(미국반도체제조업체)