2021.3.9 미국 주식시장 기술주 단계 반등, 나스닥 11월 이후 최대 상승

 

Stock market news live updates: Tech stocks stage rebound, Nasdaq jumps by most since November

 

Emily McCormick·Reporter

Wed, March 10, 2021, 6:05 AM

 

Stocks jumped on Tuesday and technology stocks resurged after another session of deep losses.

The Dow extended Monday's gains, but trailed the S&P 500 and Nasdaq.

화요일 주가는 급등했고 기술 주가는 또 다른 세션에서 큰 손실을 보인 후 부활했습니다.

다우 지수는 월요일 상승세를 연장했지만 S&P 500과 나스닥에 뒤졌습니다.

 

나스닥은 11월 이후 가장 좋은 날로 3.7% 상승했습니다.

이 움직임은 지수가 최근 최고가에서 총 10% 이상 급락했던 월요일 장 조정으로 가라 앉은 후 급격한 반전을 나타냈습니다.

The Nasdaq gained 3.7% for its best day since November.

The move marked a stark reversal after the index sank into a correction by the close of Monday's session, plunging a total of more than 10% from a recent record closing high.

 

Shares of Tesla (TSLA) jumped nearly 20% paring much of its year-to-date loss after dropping over the past couple weeks.

Apple (AAPL) shares also rebounded since hitting the lowest level since November earlier this week.

Tesla는 지난 몇 주 동안 하락한 후 전년 대비 손실의 상당 부분인 거의 20% 뛰었습니다.

애플 (AAPL) 주가도 이번 주 초 11월 이후 최저치를 기록한 이후 반등했습니다.

 

한편 다우 지수는 월요일 사상 최고치를 기록한 후 상승세를 이어 갔습니다.

The Dow, meanwhile, added to gains after rallying to an all-time intraday high on Monday.

 

최근 세션에서 다우와 나스닥의 성과 사이의 뚜렷한 대조는 투자자들이 강력한 경제 회복과 밀접한 관련있는 수익과 가치 및 주기적 주식을 선호하는 기술주식에서 멀어지는 경향을 강조했습니다.

The sharp contrast between the performance of the Dow and Nasdaq in recent sessions has underscored investors' increasing tilt away from technology stocks in favor of value and cyclical stocks with earnings closely tied to a strong economic recovery.

 

흡수율 최고 리포소말 비타민 C

www.cantox.kr

이미지 썸네일 삭제

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CBD 리포솜 글루타티온 전문

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미국 하원은 주말 동안 상원이 진행한 1조 9천억 달러의 부양책 패키지를 채택하여 이번 주 잠재적 통과를 위한 법안을 마련하고 또 다른 부양책을 대규모로 주입하기 위해 경제를 채울 예정입니다.

이러한 전망은 또한 채권수익률을 상승 시켰으며, 10년물 국채수익률은 월요일 1.61%를 기록하여 불과 한 달 전 수준보다 약 50bp 상승했습니다.

The U.S. House of Representatives is set to take up the $1.9 trillion stimulus package the Senate advanced over the weekend, putting the legislation on track for potential passage this week and teeing up the economy for another massive infusion of stimulus.

These prospects have also pushed bond yields higher, with the yield on the 10-year Treasury note topping 1.61% on Monday, for a jump of about 50 basis points from levels just a month ago.

 

These factors have all worked to make the growth and tech stocks less appealing to investors, especially following many of their breakneck run-ups last year. Shares of Zoom Video Communications (ZM) – a paragon of the "work from home" trade of 2020 – have fallen 8% for the year-to-date through Monday's close, pulling back after a nearly 400% surge last year.

이러한 요인들은 모두 작년에 많은 획기적 런업 이후 투자자들에게 성장과 기술 주가 덜 매력적으로 보이게 했습니다 - 2020년 "재택근무"거래의 모범 ZM (Zoom Video Communications) 주가는 지난 해 거의 400% 급등한 후 하락세를 보이며 월요일 마감까지 전년 대비 8% 하락했습니다.

 

Shares of other technology companies and businesses conducive to social distancing have endured similar swoons, albeit while steadying at least temporarily during Tuesday's session.

사회적 거리두기에 도움이되는 다른 기술 회사와 기업의 주식은 비슷한 기절을 견뎌냈지만, 화요일 세션 동안 적어도 일시적으로 일정하게 유지되었습니다.

 

"이것은 우리가 경기 침체에서 벗어날 때 일어나는 경향이 있습니다:

당신은 주식이 주기적으로 움직이는 것을 보는 경향이 있습니다.

따라서 가치기업이나 소형주와 같은 것, 에너지와 같은 것들은 커밍아웃할 때 정말 잘하는 경향이 있습니다.

그리고 작년에 일어난 일은 그 기술 회사들이 정말 잘해서 가격이 극도로 높아지고 있다는 것입니다.”

Payne Capital Management 수석 자산고문 Courtney Dominguez가 월요일 말했습니다.

"This is a trend that tends to happen as we get out of a recession: You tend to see stocks move towards cyclicals. So things like value companies or small caps, things like energy, tend to do really well when you’re coming out of a recession. And what happened last year is, those tech companies were really doing so well that their prices were getting extremely high,” Courtney Dominguez, Payne Capital Management senior wealth advisor, told Yahoo Finance on Monday.

 

“I don’t think these companies are going away. I think a lot of these are going to be things that we continue to have in our workplaces going forward," she added. "But the question is, are these companies so expensive, is all the optimism already priced in? And that’s different than these companies continuing to being a main forefront of how we work going forward."

“저는 이 회사들이 사라지고 있다고 생각하지 않습니다.

그녀는 "이것들 중 많은 것들이 우리가 앞으로도 직장에서 계속 가질 수 있을 것이라고 생각한다"면서 "하지만 문제는 이 회사들이 너무 비싸고 낙관주의가 이미 가격이 책정되어 있는가?"라고 덧붙였습니다.

그리고 그것은 우리가 앞으로 어떻게 일할 것인지에 대한 주요 최전선이 되는 이 회사들과는 다릅니다. "

 

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4:03 p.m. ET: Nasdaq jumps 3.7% for best day since November as technology shares recover losses

Here were the main moves in markets as of 4:03 p.m. ET:

S&P 500 (^GSPC): +54.11 (+1.42%) to 3,875.46

Dow (^DJI): +30.50 (+0.10%) to 31,832.94

Nasdaq (^IXIC): +464.66 (+3.69%) to 13,073.82

Crude (CL=F): -$1.24 (-1.91%) to $63.81 a barrel

Gold (GC=F): +$35.40 (+2.11%) to $1,713.40 per ounce

10-year Treasury (^TNX): -5 bps to yield 1.5460%

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2:18 p.m. ET: Disney+ surpasses 100 million subscribers, company eyes April reopening date for California theme parks

 

오후 2시 18 분 ET : Disney +, 구독자 1 억 돌파, 회사 눈 4 월 캘리포니아 테마파크 재개 장

 

디즈니 (DIS)의 플래그십 스트리밍 프로그램이 신규 가입자 1 억 명을 돌파했다고 Bob Chapek CEO는 화요일 오후 회사의 연례 주주 총회에서 발표했습니다.

 

엔터테인먼트 거인의 시조 Disney +는 전염병이 진행되는 동안 사용자 증가가 급증하면서 운영 16 개월 만에 구독자 9 자리 수에 도달했습니다. 최근 구독자 수는 디즈니가 한 달 전에보고 한 9420 만 구독자보다 증가한 수치입니다. 비교를 위해 Netflix는 작년 말 기준으로 약 2 억 4 백만 명의 글로벌 유료 시청자를보고했습니다.

 

캘리포니아 애너하임에있는 디즈니의 주요 테마파크는 전염병으로 인해 2020 년 3 월부터 폐쇄되었지만, 디즈니의 다른 글로벌 공원 대부분은 수용 인원이 제한되어 재개 장했습니다. 그러나 Chapek은 화요일 회사가 4 월 말까지 캘리포니아 테마파크를 재개 장하는 것을 목표로하고 있으며 "앞으로 몇 주 안에 개장일을 공개 할 예정"이라고 말했다.

 

Disney's (DIS) flagship streaming program has surpassed 100 million new subscribers, CEO Bob Chapek announced during the company's annual shareholder meeting Tuesday afternoon.

The entertainment giant's eponymous Disney+ reached the 9-digit subscriber mark in only 16 months of operations, as user growth boomed over the course of the pandemic. The latest subscriber number also marked an increase from the 94.2 million subscribers Disney last reported less than one month ago. For comparison, larger and older streaming behemoth Netflix reported nearly 204 million global paid viewers as of the end of last year.

Disney’s major theme parks in Anaheim, Calif. have been closed since March 2020 due to the pandemic, though most of Disney's other global parks have reopened with capacity constraints. However, Chapek said Tuesday that the company is aiming to reopen the California theme parks by the end of April, and "[looks] forward to publicizing an opening date in the coming weeks."—

 

—

 

오후 1:11 ET : Nasdaq은 거의 1 년 만에 최고의 날을 향한 속도를 4 %로 확장합니다.

 

Tech 주가는 화요일 오후에 추가 상승세를 보였으며 Nasdaq은 2020 년 4 월 이후 최고의 세션을 유지했습니다.

 

시장이 거래되는 곳은 다음과 같습니다.

1:11 p.m. ET: Nasdaq extends jump to 4%, pacing toward best day in nearly a year

Tech shares extended their gains further Tuesday afternoon, and the Nasdaq was on track for its best session since April 2020.

Here's where markets were trading:

 

S&P 500 (^GSPC): +79.18 (+2.07%) to 3,900.53

Dow (^DJI): +286.36 (+0.9%) to 32,088.80

Nasdaq (^IXIC): +507.82 (+4.03%) to 13,116.29

Crude (CL=F): -$0.91 (-1.40%) to $64.14 a barrel

Gold (GC=F): +$39.00 (+2.32%) to $1,717.00 per ounce

10-year Treasury (^TNX): -5 bps to yield 1.544%

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10:16 a.m. ET: Rise in rates not yet reason for equity investors to fear: Canaccord Genuity

Investors have been eyeing the rapid rise in Treasury yields with increasing skittishness, with traders trying to gauge whether potential inflationary pressures during the post-pandemic economic recovery may spur the Federal Reserve to move faster than they have telegraphed on tightening monetary policy.

But even the recent jump in rates has not yet reached a point warranting major concern from equity investors, according to Canaccord Genuity analyst Tom Dwyer.

“The sharp rise in long-term U.S. Treasury rates has caused fear of a more dramatic economic and market impact, which begs the question of when the rising rate environment that has driven the recent rotation correction becomes problematic,” Dwyer wrote in a note Tuesday. “In our view, the time to worry about a more signifiant and sustainable correction due to economic impact from higher rates is when there is a meaningful tightening in financial conditions. Our favorite gauge here is the Chicago Fed National Financial Conditions Subindices (NFCI) that measures 105 credit stress indicators, and despite the rise in rates there has been no discernible deterioration in financial conditions.”

"Inflation expectations are higher, but not enough to scare the Fed,” Dwyer added. “They have made it clear that they need to see sustained inflation rather than a bump-up on easy pandemic comps.”

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9:40 a.m. ET: Investors are buying the tech rout: Bank of America

Investors are still buying technology stocks despite the deep selloff in many of these names over the past couple weeks.

New client data from Bank of America showed that inflows into U.S. stocks last week totaled $3.7 billion, with that sum landing in the 98th percentile of the firm's weekly flows in data going back to 2008. Much of the buying was in turn taking place in tech names.

"Last week's big net buying was concentrated in tech, which saw another near-record weekly inflow ($2.6B, the highest in over seven years)," the Bank of America analysts noted. "As a result, four-week average tech flows have hit a record high."

Still, flows into value exchange-traded funds (ETFs) were at a five-week high last week while growth ETFs saw the largest outflow in a month, underscoring the rotation taking place across equities over the past week. By S&P 500 sector, the communication services, consumer staples and health-care sectors saw the biggest outflows last week, Bank of America added.

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9:31 a.m. ET: Stocks open higher, tech shares outperform after Monday selloff

The three major indexes opened sharply higher Tuesday morning after dipping on Monday, as heavily weighted technology shares recovered some losses. The small-cap Russell 2000 index also gained strongly, adding more than 1%. Small-cap stocks have outperformed so far fo the year-to-date amid expectations for a robust economic recovery.

The Nasdaq gained 2.5%, adding more than 300 points, shortly after market open. The Dow gained nearly 200 points, or 0.6%, and the S&P 500 jumped 1.2%.

The rise in equities coincided with a pullback in Treasury yields across the curve. The 10-year yield retreated by more than 5 basis points to just over 1.5% after hitting a one-year high of 1.61% a day earlier.

—

7:23 a.m. ET Tuesday: Stock futures jump

Here were the main moves in markets as of Tuesday morning:

S&P 500 futures (ES=F): 3,859.00, up 39.75 points or 1.04%

Dow futures (YM=F): 31,944.00, up 168 points or 0.53%

Nasdaq futures (NQ=F): 12,574.25, up 277 points or 2.25%

Crude (CL=F): +$0.42 (+0.65%) to $65.47 a barrel

Gold (GC=F): +$27.40 (+1.63%) to $1,705.40 per ounce

10-year Treasury (^TNX): -6.1 bps to yield 1.535%

—

6:04 p.m. ET Monday: Stock futures open slightly higher

Here were the main moves in markets as of 6:04 p.m. ET:

S&P 500 futures (ES=F): 3,834.75, up 15.5 points or 0.41%

Dow futures (YM=F): 31,904.00, up 128 points or 0.4%

Nasdaq futures (NQ=F): 12,355.25, up 58 points or 0.47%