주식 시장 뉴스 — 실적, M&A, 매크로

NEUTRAL

미군, 일론 머스크의 스페이스X에 민감한 추적 데이터 접근 허용

US military gives Elon Musk’s SpaceX access to sensitive tracking data

The panel discusses the implications of SpaceX gaining exclusive access to the Pentagon's high-accuracy orbital tracking data. While some see …

The Guardian · 10월 25, 2026

UAE

BEARISH

기록적인 원유 가격, 텅 비어있는 탱크들: 아랜비아 에미리츠의 기적적 회복

Record Oil, Empty Tanks: The UAE's Miracle Recovery

The panel consensus is that the UAE's energy system remains vulnerable despite increased crude output, with downstream fragility, lack of …

ZeroHedge · 10월 24, 2026

BEARISH

로즈뱅크: 정치적 논란의 중심에 선 유전의 현장

Rosebank: Life on the oil field at the centre of a political storm

The panel consensus is bearish on the Rosebank project due to regulatory and policy uncertainties, high costs, and stranded asset …

BBC Business · 10월 24, 2026

BEARISH

다음 주 예산안 발표 전 핵심 세금 쟁점 5가지

Five key tax talking points before next week’s budget

The panel consensus is bearish, warning of significant risks to UK assets, particularly equities, due to tax changes and their …

The Guardian · 10월 24, 2026

C DHS III S +1

NEUTRAL

트럼프 행정부, 취임 18개월 만에 추방 98만 건 집행: 싱크탱크

Trump Administration Carried Out 980,000 Deportations In First 18 Months: Think Tank

The panel generally agrees that the reported 980,000 deportations, particularly the surge in interior arrests, could lead to labor shortages …

ZeroHedge · 10월 24, 2026

S U

NEUTRAL

민주당, 투표권 단체들, 트럼프의 알래스카 상원 인증 차단 시도 도전

Democrats, voting-rights groups challenge Trump's bid to block Alaska Senate certification

The panel consensus is that the DOJ's intervention in Alaska's Senate election certification poses significant risks, primarily due to the …

CNBC · 10월 24, 2026

NEUTRAL

트럼프, 또 한 번의 '작은 대폭발' 시사… 인텔, 해외 미국 관료 암살 '고도화된' 음모 경고

Trump Floats Another 'Little Epic Fury' As Intel Warns Of 'Advanced' Plots To Kill US Officials Abroad

The panel agrees that markets are being influenced by geopolitical rhetoric and leaked intelligence, with a potential risk of increased …

ZeroHedge · 10월 24, 2026

MRNA IBB

BEARISH

바이오텍 주식 급등: 신약 혁신 붐, 투자자는 어떻게 올라탈까

Biotech stocks are surging. How investors can play the new drug innovation boom

The panel consensus is bearish on the current biotech boom, citing high failure rates, long development cycles, patent cliffs, and …

CNBC · 10월 24, 2026

NEUTRAL

후티, 동서부 송유관 겨냥 사우디 영토 대규모 미사일 공격 발표

Houthis Announce Massive Missile Attack On Saudi Territory, Including East-West Pipeline

The Houthis' claimed attacks on Saudi energy infrastructure have raised concerns about potential supply disruptions, with the East-West pipeline being …

ZeroHedge · 10월 24, 2026

AIR

NEUTRAL

인기 항공기, 수년 조기 폐기되는 이유는?

Why popular airplanes are getting scrapped years early

The panel agrees that the current surge in scrapping young aircraft is driven by engine shortages and high maintenance costs, …

CNBC · 10월 24, 2026

NEUTRAL

크리스마스 지원 필요한 가정의 수요 증가

Rising demand from families needing Christmas help

The discussion revolves around the interpretation of rising demand for a Christmas charity in Jersey as an indicator of household …

BBC Business · 10월 24, 2026

GLP

BEARISH

팩트냐 허구냐: 펩타이드의 안전성과 효능에 대한 의사들의 견해

Fact vs. fiction: Doctors share whether peptides are safe and effective

The panel consensus is bearish on the near-term prospects of unapproved peptides, citing substantial safety and quality concerns, regulatory uncertainty, …

CNBC · 10월 24, 2026