CPI 둔화에도 M7 급락. 현 시점 대응 전략은?

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4:45 미국 10년 국채 금리
5:53 미국 기업 순이자 비용 & 기준금리
6:59 러셀 2000 IWM 지수 분석
08:14 주택건설 ETF ITB
9:04 글로벌 포트폴리오 비중
9:34 S&P 500 섹터벌 EPS 증가율
9:54 M7 & SMH ETF 의 매력도 점검
12:06 SOXX 내 비중 순위
13:40 AVGO, 꿩먹고 알먹고
17:44 차량용 반도체 & ON 세미!

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