오늘 이야기

[3.5(수)_2025 ] 앤트맨의 신나는 하루

honephil 2025. 3. 5. 07:15

[3.5(수)_2025 ] 앤트맨의 신나는 하루

[ 3월 ]

 

 < 2주차 3.2 ~ 3.8, 2025 >

 

흐림 0˚/6˚C

북북동풍 22˚ 1m/s  

일출 6:56am ~ 6:28pm (11:22) 

가시거리 19Km (매우 양호)  습도 83%

초승달_31%  기압 1,022hPa    

4:30 ~ 10:30

93 / 2.7 / 114 - 3.5(화)

93 / 2.7 / 115 - 3.4(월)

93 / 2.6 / 115 - 3.3(월)

94 / 2.6 / 111 - 3.2(일)

77 / 1.5 / 77.5 - 2.23(일)

73 / 1.9 / 101 - 2.16(일)

70 / 2.4 / 119 - 2.9(일)

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)

 

이제 필요한건 수익 실현 5% 근처에서 50% 수익 실현.

 

Il Signore ha un disegno su di te.

"주님께는 너에 대한 큰 그림이 있으시다"

 

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.

 

 

|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||

 

ㅇ 증시 일정

 

- 3.5(수) -

. 미국 2월 ADP취업자 변동

. 미국 2월 ISM 비제조업지수

. 임시국회 개회

. 인터배터리(InterBattery)개최

 

- 3.6(목) -

. 대진첨단소재 신규 상장 (2차전지 공정용 소재, 9,000원)

. 미국 1월 무역수지

< 실적발표 >

미국: 브로드컴

 

- 3.7(금) -

. 엠디바이스 신규상장 (SSD, 8,350원)

. 에스엠씨지, 스팩합병 상장

. 미국 2월 고용동향보고서

. BTS 제이홉, 솔로 신곡 발표

 

< 실적발표 >

미국: 베스트바이 타깃

 

ㅇ 당일 매매 (2025.3.5. 수) 

o 금일 거래 종목 (2025.3.5. 수)

 

ㅇ 특징주 (2025.3.4. 화)

 

1) HJ중공업
조선/LNG(액화천연가스) 및 방위산업/전쟁 및 테러 테마 상승 속 美 함정 MRO 사업 진출 목적 함정정비협약(MSRA) 체결 준비 소식 등에 상한가 
2) 에코캡
지난해 호실적에 상한가 
3) 대성하이텍
美-우크라이나 회담 파행 후 유럽 연합(EU), 우크라이나 추가 지원 및 군비 증강 논의 소식에 방위산업/전쟁 및 테러 테마 상승 속 상한가 
4) 파인테크닉스
최대주주 변경 수반 주식양수도 계약 체결에 상한가 
5) 한일단조
방위산업/전쟁 및 테러 테마 상승 속 155㎜ 포탄 수출 추진 소식 등에 상한가 
6) 넥스틸
일부 철강 중소형 테마 상승 및 정부, 미국에 알래스카 가스 한미일 공동개발 관심 표명 소식 속 미국석유협회인증(API) 유정관(OCTG Pipe), 송유관(Line Pipe) 제조 사실 부각에 급등 
7) RF시스템즈
美-우크라이나 회담 파행 후 유럽 연합(EU), 우크라이나 추가 지원 및 군비 증강 논의 소식에 방위산업/전쟁 및 테러 테마 상승 속 급등 
8) 보로노이
임상결과 기대감 등에 급등 
9) 한화에어로스페이스
美-우크라이나 회담 파행 후 유럽 연합(EU), 우크라이나 추가 지원 및 군비 증강 논의 소식에 방위산업/전쟁 및 테러 테마 상승 속 급등 
10) 신송홀딩스
트럼프 대통령, 외국산 농산물 관세 부과 예정 소식 등에 음식료업종 테마 상승 속 급등 

 

 

ㅇ 원/달러 환율 (2025.3.4. 월)  1,461.8 +1.12%

. 전고점 - 1,486원 (2024.12.27. 금)

. 전저점 - 1,303원 (2024.9.30. 월) 

ㅇ 종합주가 지수 (코스피, 2025.3.4. ) 2,528.92 -0.15% 12.8조원 거래

ㅇ 종합주가 지수 (코스닥, 2025.3.4. ) 737.90 -0.81% 5.4조원 거래

 

ㅇ 투자자별 매매동향 - 일별 (코스피, 코스닥 2025.3.4. 화)

 

 

ㅇ 미국 주가 지수 (다우존스, 2025.3.4. 화) 42,520 -1.55% 서학개미들 매수 기회는 언제 오나?

ㅇ 미국 주가 지수 (나스닥, 2025.3.4. ) 18,285%, -0.35% 매수 기회?

ㅇ 미국 주가 지수 (S&P500, 2025.3.4. 화) 5,778 -1.22% 지지 확인하고 매수?!

ㅇ 반도체 지수 (필라델피아, 2025.3.4. 화) 4,604.5 +0.64% 살벌하게 빼네.. 이제 바닥인가?

 

 
Updated Wed, Mar 5 20254:33 PM EST

Dow tumbles again, loses more than 1,300 points in two days as Trump ignites trade war: Live updates

Traders work on the floor of the New York Stock Exchange in New York City during morning trading, March 4, 2025.
Michael M. Santiago | Getty Images

 

The Dow Jones Industrial Average tumbled for a second day as President Donald Trump’s tariffs left investors fearful of potential shockwaves for the economy.

 

The blue-chip average dropped 670.25 points, or 1.55%, building on Monday’s plunge of nearly 650 points. The Dow ended the session at 42,520.99. The S&P 500 dropped 1.22% and closed at 5,778.15 after notching its worst day of the year in the prior session. The Nasdaq Composite lost 0.35% and finished at 18,285.16.

 

At their worst levels, the Dow fell more than 840 points and the S&P 500 slid 2%. The Nasdaq had dropped more than 2% at its lowest and at points flirted with correction territory, a term that refers to an index falling 10% from a recent high. More than 4 out of 5 S&P 500 stocks ended the day lower. Some investors scooped up shares like Nvidia that have been battered this year.

 

Tuesday’s drop came after Trump instituted 25% duties on Canada and Mexico that took effect at midnight. He also slapped an additional 10% tariff on Chinese goods. China retaliated with additional tariffs of up to 15% on some U.S. products, while Mexican President Claudia Sheinbaum said the U.S.′ southern neighbor would respond with tariffs and other measures that would be announced this weekend.

 

After Canadian Prime Minister Justin Trudeau said his country would also put a 25% levy on U.S. goods, Trump said in response that he would add even higher tariffs on the country.

 

Shares of companies with significant imports came under pressure. Shares of GM and Ford dropped more than 4% and nearly 3%, respectively. Chipotle, which sources about half of its avocados from Mexico, slipped 2%. Target shed 3% with its CEO saying prices for some produce would be going higher in the next few days because of the tariffs.

 

This week’s decline pushed the S&P 500 into the red for 2025 and brought the Dow to the flatline on the year. Because investors hoped that a last-minute deal could be reached to sidestep the full taxes on Mexico and Canada, losses steepened in Monday’s session after Trump confirmed the long-awaited levies were coming.

 

“I’m calling it a conditional correction,” said Sam Stovall, chief investment strategist at CFRA Research. “It’s really based on one condition: By how much Trump is going to retain the tariffs.”

 

Paired with soft economic data released recently, the tariffs have given market participants further reason for worry about the health of the U.S. economy. Bank and retail stocks led the way down on Tuesday as investors feared that the levies could lead to another hit on economic growth.

 

With Tuesday’s losses, the S&P 500 now trades below where it finished on Election Day in November, when Trump won his second term in office. Traders will closely monitor Trump’s address to Congress on Tuesday night for statements about the tariffs, which were a core pillar of his campaign.

 

https://www.cnbc.com/2025/03/03/stock-market-today-live-updates.html?__source=iosappshare%7Ccom.daumcorp.mail.share

 

 

반응형