[2.5(수)_2025 ] 앤트맨의 신나는 하루
[ 2월 ]
< 2주차 2.2 ~ 2.8, 2025 >
대체로 청명 -13˚/-6˚C
바람 서북서 2m/s
일출 7:31am ~ 5:59pm (10:28)
가시거리 26Km (매우 양호) 상현_45%
습도 59% 기압 1,018hPa
5:30 ~ 10:30
70 / 3.1 / 156 - 2.5(수)
71 / 3.2 / 157 - 2.4(화)
71 / 3.2 / 159 - 2.3(월)
71 / 3.3 / 161 - 2.2(일)
66 / 3.1 / 140 - 1.26(일)
51 / 2.7 / 110 - 1.19(일)
46 / 2.3 / 94.7 - 1.13(월)
불가능은 없다. 다만 그 길을 찾지 못할 뿐이!
나에게 힘을 주시는 분 안에서 나는 모든 것을 할 수 있습니다. (필리피 4, 13)
I have the strength for everything through him who empowers me.
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ㅇ 증시 일정
- 2.5(수) -
. LG씨엔스 신규 상장 (IT서비스)
. 미 1월 ADP(Automatic Data Processing)취업자 변동
. 미 1월 ISM 비제조업지수
. 서울 패션위크 (2.5 ~ 2.9)
< 실적 발표 >
. 노보 노디스크 GS리테일 카카오뱅크
지누스 이노션 롯데하이마트 PI첨단소재
신세계인터내셔날 한화생명 제주은행
현대퓨처넷 대한전선 롯데정밀화학
SK바이오사이언스 케이탑리츠 산일전기
신세계 GS건설 삼성중공업 키움증권 KB금융
ㅇ 당일 매매 (2025.2.5. 수)
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ㅇ D+1 종목 (2025.2.5. 수)
•클로봇 샘 올트먼 오픈AI CEO, 한국 기업과 로봇 사업 협력 기대감 지속
•SOOP 생성형 AI 활용 기대감 부각 속 급등
•솔트룩스 AI 테마 - Gen AI Hands-On 행사서 루시아2.5 공개 소식에 급등
•삼현 샘 올트먼 오픈AI CEO, 한국 기업과 로봇 사업 협력 기대감 지속
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ㅇ 원/달러 환율 (2025.2.4. 화)
. 전고점 - 1,486원 (2024.12.27. 금)
. 전저점 - 1,303원 (2024.9.30. 월)
ㅇ 투자자별 매매동향 - 일별 (코스닥/코스피 2025.2.5. 수)
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ㅇ 미국 주가 지수 (다우존스, 2025.2.4. 화)
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ㅇ 미국 주가 지수 (S&P500, 2025.2.4. 화)
ㅇ 반도체 지수 (필라델피아, 2025.2.4. 화)
S&P 500, Nasdaq close higher as traders look past Trump tariff shake-up: Live updates
The Nasdaq Composite and S&P 500 moved higher on Tuesday due to a strong gain in Palantir, as Wall Street sought stable footing following the latest developments on the global trade front.
The tech-heavy index jumped 1.35% to 19,654.02, while the S&P 500 rose 0.72% to 6,037.88. The Dow Jones Industrial Average climbed 134.13 points, or 0.3%, to 44,556.04.
Palantir shares popped about 24% on fourth-quarter results that beat analysts’ expectations and had hit a fresh record high. Other Big Tech names such as Nvidia were moving in sympathy with Palantir’s climb. The chip giant advanced 1.7% during the session.
The latest of tariffs
The Chinese government slapped tariffs of up to 15% on U.S. imports of coal and liquefied natural gas and 10% higher duties on crude oil, farm equipment and selected cars, effective Feb. 10.
The move comes after the U.S. agreed to pause more aggressive levies on Canada and Mexico. Canadian Prime Minister Justin Trudeau announced in a post on social media site X on Monday evening that President Donald Trump agreed to halt the implementation of tariffs against Canada for at least 30 days. Earlier on Monday, Mexican President Claudia Sheinbaum announced that duties on Mexico imports to the U.S. would also be halted for a month.
Stocks are coming off a volatile trading session, in which the major averages made a striking turnaround after an initial global sell-off. Ultimately, the major averages ended Monday well off their lows of the day, but they still booked losses. The 30-stock Dow slipped 0.3%, while the S&P 500 fell 0.8%. The Nasdaq Composite dropped 1.2%.
Jay Hatfield of Infrastructure Capital Advisors thinks investors are “way too negative” on tariffs, noting that a strengthening dollar over the past few months could offset some of the effects. He has an S&P 500 year-end target of 7,000, which implies almost 17% upside from Monday’s close.
“These are political tariffs, not economic tariffs, and so they’re not going to last,” the firm’s chief executive told CNBC. “What we do think, which is out of consensus, is that eventually we’re going to end up with 5% to 10% tariffs on most imported goods, and that is tolerable.”
That includes Europe, Hatfield said. On Sunday, Trump warned that he would impose tariffs on both the European Union and the U.K.
“People [will] freak, and then they’ll realize, okay, well actually … we got revenue from that,” Hatfield continued. “So, we’re pretty hyper-bulled up.”
S&P 500, Nasdaq close higher as traders look past Trump tariff shake-up: Live updates
Stocks rose on Tuesday as Wall Street sought stable footing following the latest developments on the global trade front.
www.cnbc.com
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