미국 시황 Mar. 17

<p style="text-align: left;"></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/9c0a18f79793c54b437f2998145d9bb89304d860_re_1710633740701" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/9c0a18f79793c54b437f2998145d9bb89304d860_re_1710633740701" data-origin-width="631" data-origin-height="309"></div><p style="text-align: left;"></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/ce16c73bcdc0fc85ffd009e73f13c5f3ef9fc417_re_1710633740701" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/ce16c73bcdc0fc85ffd009e73f13c5f3ef9fc417_re_1710633740701" data-origin-width="851" data-origin-height="455"></div><p style="text-align: left;"><b><span data-ke-size="size18">Default rate bank (loan & credit card)<br>is Low.<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/0e1e5807708b0daed8ff5ebdceaadf8263a18e10_re_1710633740701" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/0e1e5807708b0daed8ff5ebdceaadf8263a18e10_re_1710633740701" data-origin-width="821" data-origin-height="566"><div class="figcaption"></div></div><p style="text-align: left;"><b><span data-ke-size="size18">GDP growth rate '24 1Q<br> QoQ : 2.3% <br> YoY : 3.12% High<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/33bac4803f482cbabb5a215ebf8b929a8aab9ae6_re_1710633740702" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/33bac4803f482cbabb5a215ebf8b929a8aab9ae6_re_1710633740702" data-origin-width="902" data-origin-height="570"></div><p style="text-align: left;"><b><span data-ke-size="size18">10 year treasury constant maturity<br>- 3 month treasury constant maturity <br>= -1.17<br>(+)로 전환후 6~12개월후 <br>Recession 올 가능성<br>27~28년 예상<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/96bd22a5f1eb79e1f9e86fe4f55874a0343442e9_re_1710633740702" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/96bd22a5f1eb79e1f9e86fe4f55874a0343442e9_re_1710633740702" data-origin-width="914" data-origin-height="553"></div><p style="text-align: left;"><b><span data-ke-size="size18">Banks lending <br>2009년 bottom 이후 상승 기간동안 <br>S&P500 200% 상승<br>2013년 bottom 이후 상승 시작..!<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/fe251e68e5c21806b2f49fc389d488f3c8e7d2eb_re_1710633740702" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/fe251e68e5c21806b2f49fc389d488f3c8e7d2eb_re_1710633740702" data-origin-width="972" data-origin-height="539"></div><p style="text-align: left;"><b><span data-ke-size="size18">Loan to Deposit<br>현재 70.44% <br>80%이상으로 가면 조심!<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/8cf7d6a3a55e5cfafa699a0ac98ecc446ec830b6_re_1710633740702" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/8cf7d6a3a55e5cfafa699a0ac98ecc446ec830b6_re_1710633740702" data-origin-width="701" data-origin-height="576"></div><p style="text-align: left;"><b><span data-ke-size="size18">지난 일주일동안 주식시장으로<br>$56.1billion 들어옴<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/9cd9207b2a15b2568b26e7fcc6890e6fae35c803_re_1710633740702" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/9cd9207b2a15b2568b26e7fcc6890e6fae35c803_re_1710633740702" data-origin-width="831" data-origin-height="538"></div><p style="text-align: left;"><b><span data-ke-size="size18">IT companies P/E ratio 28x<br>< Median 43x < IT bubble 52x <br>Not overheated<br><br></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/8ff4910c6a36432d99f461ecc8263f23431d24fe_re_1710633740703" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/8ff4910c6a36432d99f461ecc8263f23431d24fe_re_1710633740703" data-origin-width="885" data-origin-height="559"></div><p style="text-align: left;"><b><span style="color: #EE2323;"><span data-ke-size="size20">IT sector 투자 특히 반도체에 집중!</span></span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/2031fbab1576952600b71a9e6a3a0b6fbc0cd59c_re_1710633740703" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/2031fbab1576952600b71a9e6a3a0b6fbc0cd59c_re_1710633740703" data-origin-width="720" data-origin-height="407"></div><p style="text-align: left;"><b><span data-ke-size="size20">Nvidia + TSMC <br>+ SK하이닉스 + 한미반도체<br>: Monopoly Allies</span></b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/97149944ab0d2688839dcc6b3ba12dbc685df0ae_re_1710633740703" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/97149944ab0d2688839dcc6b3ba12dbc685df0ae_re_1710633740703" data-origin-width="854" data-origin-height="416"></div><p style="text-align: left;"><b><span data-ke-size="size18">현재 Market Cap<br>MSFT $3.1 trillion<br>NVDA $2.2 trillion x4 ~><br>2030년 $8 trillion???</span></b><br></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/53d05097a4375245bcbd9c33cb291cec9d529126_re_1710633740703" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/53d05097a4375245bcbd9c33cb291cec9d529126_re_1710633740703" data-origin-width="720" data-origin-height="486"></div><p style="text-align: left;"></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/47d5667c00d601a91d06f3c3d354b59e0f05d3e4" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/47d5667c00d601a91d06f3c3d354b59e0f05d3e4" data-origin-width="1109" data-origin-height="720"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/5d629171a1c7bdb0f8e3112fd97e53cf52a55ca9" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/5d629171a1c7bdb0f8e3112fd97e53cf52a55ca9" data-origin-width="1115" data-origin-height="720"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/9aabfb078549f2eda84ba87ce62ca34bd80313c9" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/9aabfb078549f2eda84ba87ce62ca34bd80313c9" data-origin-width="1103" data-origin-height="720"></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1ZZAP/0c832e0458701faaec3a4173778d8d911ae39aa3" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1ZZAP/0c832e0458701faaec3a4173778d8d911ae39aa3" data-origin-width="1093" data-origin-height="720"></div><p style="text-align: left;"><br><br>출처: 유동원의 성공투자</p>