26.01.15.

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 / ALAB, CRDO, AMKR ★에너지 : [전력인프라] NEE, GEV, ETN, VRT, AZZ, AEP, PWR / [원자력] BWXT, LEU, OKLO, SMR, NNE ★로봇 : TSLA, 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,...

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, ...

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 : FSLR, 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 / ...

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 ★전력인프라 : 원자력(SMR) : ★AI : [GPU] AMD, MRVL / [전력인프라] NEE, GEV, ETN, VRT, AZZ, AEP, PWR / [원자력] LEU, OKLO, SMR / [스토리지] WDC, STX, PSTG / [전송 인프라] EQIX, DLR ★양자 : RGTI, QBTS ★우주 : LUNR, RDW, ASTS ★반도체 : ASML, MU, ARM ★친환경 에너지 : FSLR, 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 커피 프랜차이즈 : BROS 항공기 엔진...

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, LLY ★전력인프라 : 원자력(SMR) : ★AI : [GPU] AMD, MRVL / [전력인프라] NEE, GEV, ETN, VRT, AZZ, AEP, PWR / [원자력] LEU, OKLO, SMR / [스토리지] WDC, STX, PSTG / [전송 인프라] EQIX, DLR ★양자 : RGTI, QBTS ★우주 : LUNR, RDW, ASTS ★반도체 : ASML, MU, ARM ★친환경 에너지 : FSLR, 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 커피 프랜차이즈 :...