시장 뉴스 & AI 분석
최신 금융 뉴스 · 업데이트 5월 02, 2026
3월 미국 컨테이너 수입량 1% 감소, Descartes 발표
US container imports down 1% in March, Descartes says
The panel is divided on the interpretation of recent container import data, with some attributing the slowdown to temporary factors …
시장 업데이트: SW
Market Update: SW
Despite mixed views on the leading indicator (sentiment), the panel largely agrees that inflation is not purely war-driven and transitory, …
중국의 자동차 수출, 중동 위기 속에서도 가속화
China's car exports accelerate despite disruption from Mideast crisis
Despite a 73.7% surge in exports, panelists agree that the domestic market is structurally weakening due to reduced EV incentives, …
일부 미국인, 학자금 부채에 짓눌려 해외로 이주
Some Americans are so crushed by student debt they're leaving the country
The panel consensus is that the 'debt-flight' phenomenon, while real, is a marginal trend with significant risks and unintended consequences. …
모닝 브리프: 이란 상황은 어떻게 되어가고 있는가
Morning Brief: Where things stand with Iran
The panel agrees that the Iran situation is fragile and poses significant risks to the market, with the proposed crypto …
SoundHound (SOUN) 대 Palantir (PLTR): 2026년에 두 배가 될 수 있는 AI 주식은?
SoundHound (SOUN) vs. Palantir (PLTR): Which AI Stock Could Double in 2026?
The panel consensus is bearish on both SoundHound (SOUN) and Palantir (PLTR), citing high valuations, execution risks, and potential commoditization …
Clarity Act와 두 가지 추가 트리거가 비트코인 가격에 '다음 주요 유동성 사이클'을 촉발할 방법
How Clarity Act and two more triggers will set off ‘next major liquidity cycle’ for Bitcoin price
The panelists generally agree that Bitcoin's current price reflects hopes for multiple catalysts, but execution risk is high. The Clarity …
인공지능(AI) 주식, 시장 반등 전 1,000달러로 매수할 종목
The Artificial Intelligence (AI) Stock I'd Buy With $1,000 Before the Market Bounces Back
Panelists have mixed views on Alphabet's future, with concerns about heavy capex, AI competition, regulatory risks, and Gemini monetization offset …
JE Dunn 오프사이트 제조 부문 출범
JE Dunn launches offsite manufacturing arm
JE Dunn's Form Off-Site Solutions is a strategic move addressing construction industry pain points, but its success hinges on managing …
월스트리트 분석가들에 따르면 향후 1년간 25% 상승 여력이 있는 배당 ETF 3가지
3 Dividend ETFs with 25% Upside Over the Next Year, According to Wall Street Analysts
The panel consensus is that these dividend ETFs (TDV, CGDV, DGRW) are heavily exposed to tech, with low yields, and …
2조 달러 IPO와 우주 경제
A $2 Trillion IPO and the Space Economy
The panel is largely bearish on SpaceX's $2T valuation, citing post-lockup dilution, execution risks of Starship and Starlink, and the …
금요일 4/10 내부자 매수 보고서: CNXC, ALT
Friday 4/10 Insider Buying Report: CNXC, ALT
The panelists generally agreed that the insider buying at CNXC and ALT was not a strong signal of conviction, with …