AI, 반도체가 이끈 신고가 랠리 | ETF& | 2026.5.13(수)

진행: 김주연 수석연구위원(디지털리서치팀)
출연: 윤재홍 수석연구위원(투자전략팀)

00:00 시작
00:08 오프닝
00:22 오늘의 주제_AI, 반도체가 이끈 신고가 랠리
01:03 글로벌 반도체 랠리
03:02 미국 반도체 자금. 주간-36억 달러
06:29 글로벌 AI, 중국 AI 동반 강세
07:40 한국 자동차 상대 부진
09:13 Bloomberg 원자재 지수는 22년 고점 상회
10:51 레버리지 상장 시 영향 분해[추정]
12:11 신규 상장 이후 누적 순매수 평균 추이
12:53 신규 상장 ETF에 대한 순유입 추이
14:13 코스닥 액티브 상장[3/10]이후 기존 코스닥 ETF / 액티브 이전
14:57 코스닥 액티브 ETF 상장 이후 자금 유출입/주가 동향
16:17 유출입 강도/수익률 분포: 삼성전자
18:00 클로징
18:07 끝

[▼리포트 보기▼]
글로벌/한국 ETF 시장 동향
AI, 반도체가 이끈 신고가 랠리 (2026.5.4~5.10)
https://securities.miraeasset.com/bbs/download/2144486.pdf?attachmentId=2144486

#미래에셋증권 #미래에셋스마트머니 #ETF #AI #반도체 #삼성전자 #액티브ETF

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