세계증시 이야기
Quickly browse recent reports in the selected category.
-
Concerns Over 'AI CAPEX Peak-Out' and the Pressure of 4.28% Yields: Global Tech Valuation Re-evaluation and Relative Strength Check of the US, Europe, and Asia
Hello, here are today's global macro and market trends from Daily Stock. As the US 10-year Treasury yield enters the 4.28% range, valuation re-evaluation pressure is mounting across global tech stocks amid AI infrastructure build-outs.
-
Checking the Shanghai Composite Index Policy Momentum Amid Global Fundamental Decoupling
Welcome to Daily Stock's Global Market Analysis Lounge. As global markets face extreme volatility, the PBOC's accommodative monetary policy emerges as a new support level for the Shanghai Composite Index amid macroeconomic decoupling.
-
This Week's Earnings Calendar: A Tri-Polar Fundamental Test Driven by Extreme Fear in Nasdaq and Surging Copper
Hello, this is DailyStock, analyzing the intersection of global macro and earnings data. Image generation: "A professional 16:9 thumbnail image for a financial blog. A futuristic glowing calendar showing...
-
![[Global Markets] Prelude to Q1 Earnings Season: The US-Europe-Asia Decoupling and Macro Trends Seen Through This Week's Earnings Calendar](https://daily-stock.kr/stdaily/uploads/202603/gen_69c826425ce064.30051778.png)
[Global Markets] Prelude to Q1 Earnings Season: The US-Europe-Asia Decoupling and Macro Trends Seen Through This Week's Earnings Calendar
Welcome to Daily Stock. Ahead of the Q1 2026 earnings season, this week's earnings calendar is a crucial barometer to gauge the fundamental decoupling of the US, European, and Asian markets amid shifting global macro uncertainties.
-
Quality Tech Stock Selection Triggered by the 4.3% Treasury Yield Shock and the US-Europe-Asia Tri-Polar Decoupling Strategy
Hello, this is Daily Stock, providing insights by analyzing the hidden trends of the global stock market. Image generation: "A 16:9 thumbnail style digital illustration showing a glowing US 10 year Treasury yield...
-
Impact of the US 10-Year Treasury Yield Surge on Tech Stocks and Tri-Region Markets Amid Global Liquidity Upheaval
US 10-year Treasury yields are shaking tech valuations amid geopolitical tensions and supply chain risks. Rising yields driven by sticky inflation fears intensify valuation pressures on global tech stocks, including the NASDAQ.