25.11.14.

미국

• ★★대표주 : NVDA, AVGO, TSM, PLTR, TSLA, GOOGL, MSFT, AMZN, META, MELI, SE, GRAB, LLY, ISRG, HIMS, TEM, APP, UPST, IONQ, RKLB, BE, PENG

  • 관심주 : NEE, FSLR, VWDRY

  
  

• ★AI : [GPU] NVDA, AVGO, AMD, MRVL / [파운드리] TSM / [HBM] MU / [LLM] GOOGL, TSLA, META / [스토리지] WDC, STX, PSTG / [전송 인프라] EQIX, DLR / [네트워크] ANET

  • ★에너지 : [전력인프라] NEE, GEV, ETN, VRT, AZZ, AEP, PWR / [원자력] BWXT, LEU, OKLO, SMR, NNE

• ★로봇 : HSAI, CGNX, AEVA

• ★양자 : IONQ, RGTI, QBTS, QUBT

• ★우주 : LUNR, RDW, ASTS

• ★반도체 : ASML, MU, ARM

• ★친환경 에너지 : [태양광] FSLR, NXT, SHLS, RUN / CEG, VWDRY

• ★이커머스 : SHOP

• ★공유경제 : UBER, ABNB

• ★희토류 : MP

• ★제약·바이오 : NVO, VKTX, SDGR, RXRX

• ★AI SaaS : [광고 등 고객관리] CRM, ADBE / [보험] LMND / [사이버 보안] CRWD, NET, ZS / [자동화] PATH / [솔루션] NOW, WDAY, CTSH, BAH, LDOS, WK, NCNO, BILL

• 커...