BULL / BEAR CASE
▲ BULL
Nvidia partner Foxconn expects AI momentum to drive Q4 growt
[반도체] [AI/IT] [엔비디아]
United Microelectronics October revenue rises 18.3% Y/Y
[자동차/로봇] [2차전지]
Clene GAAP EPS of $0.05 beats by $0.48, revenue of $0.06M mi
[자동차/로봇] [2차전지]
FinancialJuice: German Chamber of Commerce sees 2027 GDP gro
FinancialJuice: German Chamber of Commerce sees 2026 German
[자동차/로봇] [2차전지]
▼ BEAR
Rheinmetall Cuts 2026 Sales Guidance, Shares Plunge
[AI/IT] [메타]
TODAY'S MACRO CALENDAR
11/4(수) 24:16
🇺🇸 Congressional Elections
발표치
-
예상치
-
이전치
-
11/6(금) 22:30
🇺🇸 Average Hourly Earnings m/m
발표치
-
예상치
0.3%
이전치
0.1%
11/6(금) 22:30
🇺🇸 비농업고용지수 (NFP)
발표치
-
예상치
65K
이전치
29K
11/6(금) 22:30
🇺🇸 실업률
발표치
-
예상치
4.2%
이전치
4.2%
REAL-TIME NEWS TIMELINE
금융
2
4분 전중립 FinancialJuice
FinancialJuice: Norwegian Key Policy Rate Actual 4.5% (Forecast 4.5%, Previous 4.50%) [원문보기]
FinancialJuice: Norwegian Key Policy Rate Actual 4.5% (Forecast 4.5%, Previous 4.50%)
8분 전중립 SeekingAlpha
Matson expects Q4 2026 operating income about 50% higher amid elevated China freight rates into early 2027 [원문보기]
Matson expects Q4 2026 operating income about 50% higher amid elevated China freight rates into early 2027
AI/IT
1
8분 전부정 Bloomberg
Rheinmetall Cuts 2026 Sales Guidance, Shares Plunge [원문보기]
Rheinmetall Cuts 2026 Sales Guidance, Shares Plunge
반도체
2
8분 전중립 FinancialJuice
FinancialJuice: Micron pauses work on $4.5bln Taiwan chip plant after labor row. [원문보기]
FinancialJuice: Micron pauses work on $4.5bln Taiwan chip plant after labor row.
15분 전긍정 SeekingAlpha
Nvidia partner Foxconn expects AI momentum to drive Q4 growth after 46% sales jump [원문보기]
Nvidia partner Foxconn expects AI momentum to drive Q4 growth after 46% sales jump
조선
1
11분 전중립 SeekingAlpha
Trump-Putin diesel deal at risk as U.S.-bound tankers said to change course [원문보기]
Trump-Putin diesel deal at risk as U.S.-bound tankers said to change course
테크/AI
1
18분 전중립 SeekingAlpha
Macerich expects to close an off-market acquisition by year-end with a 9% to 11% stabilized yield [원문보기]
Macerich expects to close an off-market acquisition by year-end with a 9% to 11% stabilized yield
자동차/로봇
4
25분 전긍정 SeekingAlpha
United Microelectronics October revenue rises 18.3% Y/Y [원문보기]
United Microelectronics October revenue rises 18.3% Y/Y
30분 전긍정 SeekingAlpha
Clene GAAP EPS of $0.05 beats by $0.48, revenue of $0.06M misses by $0.01M [원문보기]
Clene GAAP EPS of $0.05 beats by $0.48, revenue of $0.06M misses by $0.01M
32분 전중립 SeekingAlpha
RYTHM GAAP EPS of -$0.07, revenue of $23.86M [원문보기]
RYTHM GAAP EPS of -$0.07, revenue of $23.86M
33분 전긍정 FinancialJuice
FinancialJuice: German Chamber of Commerce sees 2026 German GDP growth at 1% (previously 0.3%). [원문보기]
FinancialJuice: German Chamber of Commerce sees 2026 German GDP growth at 1% (previously 0.3%).
인플레이션/지표
1
33분 전긍정 FinancialJuice
FinancialJuice: German Chamber of Commerce sees 2027 GDP growth at 1%. [원문보기]
FinancialJuice: German Chamber of Commerce sees 2027 GDP growth at 1%.
기타 글로벌 이슈
3
4분 전중립 Bloomberg
Renee Montgomery’s Move From Player to Owner [원문보기]
Renee Montgomery’s Move From Player to Owner
4분 전중립 Bloomberg
Odd Lots: What Comes Next After Lula’s Big Win (Podcast) [원문보기]
Odd Lots: What Comes Next After Lula’s Big Win (Podcast)
43분 전중립 FinancialJuice
FinancialJuice: UKMTO gets report of incident near Madinat Ash Shamal, Qatar [원문보기]
FinancialJuice: UKMTO gets report of incident near Madinat Ash Shamal, Qatar