{"id":2934,"date":"2025-10-16T20:08:35","date_gmt":"2025-10-16T09:08:35","guid":{"rendered":"https:\/\/www.amillex.com\/?p=2934"},"modified":"2025-10-16T20:08:36","modified_gmt":"2025-10-16T09:08:36","slug":"amillex-daily-market-commentary-earnings-season-lifts-sentiment-u-s-stocks-and-gold-rise-together-lvmh-sparks-european-rally-as-silver-tops-53","status":"publish","type":"post","link":"https:\/\/amillexvn1.com\/ko\/2025\/10\/16\/amillex-daily-market-commentary-earnings-season-lifts-sentiment-u-s-stocks-and-gold-rise-together-lvmh-sparks-european-rally-as-silver-tops-53\/","title":{"rendered":"Amillex Daily Market Commentary: \uc2e4\uc801 \ubc1c\ud45c \uc2dc\uc98c\uc73c\ub85c \ud22c\uc790 \uc2ec\ub9ac \uac1c\uc120 - \ubbf8\uad6d \uc8fc\uc2dd\uacfc \uae08\uac12 \ub3d9\ubc18 \uc0c1\uc2b9; LVMH, \uc740\uac12 $53 \ub3cc\ud30c\ub85c \uc720\ub7fd \ub7a0\ub9ac \ucd09\ubc1c"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">2025\ub144 10\uc6d4 16\uc77c \u2014 \ubbf8\uad6d \uc99d\uc2dc\ub294 \uc218\uc694\uc77c \uc804\ubc18\uc801\uc73c\ub85c \uc0c1\uc2b9\uc138\ub85c \ucd9c\ubc1c\ud588\uc73c\uba70, S&amp;P 500 \uc9c0\uc218\ub294 1% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub840\uc801\uc778 \uc6c0\uc9c1\uc784\uc73c\ub85c \uc704\ud5d8 \uc790\uc0b0\uacfc \uc548\uc804 \uc790\uc0b0 \ubaa8\ub450 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud604\ubb3c \uae08\uc740 $4,200\uc744 \ub3cc\ud30c\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\uace0, \uc740\uc740 $53\uc744 \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd \uba85\ud488\uc8fc\ub294 LVMH\uac00 \uacac\uc870\ud55c \uc2e4\uc801 \ubc1c\ud45c \ud6c4 13% \uae09\ub4f1\ud558\uba70 \uc8fc\ub3c4\uc801\uc73c\ub85c \uae09\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \ubb34\uc5ed \uae34\uc7a5\uc774 \uc77c\uc2dc\uc801\uc73c\ub85c \uc644\ud654\ub418\uba74\uc11c \uc2dc\uc7a5 \uc2ec\ub9ac\uac00 \ud06c\uac8c \uac1c\uc120\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ubbf8\uad6d \uc2dc\uc7a5: \uc740\ud589\uacfc \uae30\uc220 \uc8fc\ub3c4, \uc911\uad6d ADR \uc0c1\uc2b9<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">S&amp;P 500\uc740 1% \uc0c1\uc2b9\ud588\uace0, \ub2e4\uc6b0\uc874\uc2a4\ub294 +0.23%, \ub098\uc2a4\ub2e5\uc740 +0.96% \uc0c1\uc2b9\ud558\uc5ec \uc804\ub0a0\uc758 \uc190\uc2e4 \uc911 \uc77c\ubd80\ub97c \ud68c\ubcf5\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc8fc\uc694 \uc139\ud130: \uae08\uc735(Bank of America +3%) \ubc0f \ubc18\ub3c4\uccb4(NVIDIA +2.6%, TSMC +3%).<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ubc45\ud06c \uc624\ube0c \uc544\uba54\ub9ac\uce74: 3\ubd84\uae30 \uc2e4\uc801\uc774 \uc608\uc0c1\uce58\ub97c \ub6f0\uc5b4\ub118\uc5c8\uace0, \ud68c\ubcf5\ub825 \uc788\ub294 \uc21c\uc774\uc790\ub9c8\uc9c4\uc73c\ub85c \uc2e0\ub8b0\uac10\uc774 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc911\uad6d ADR: \ub098\uc2a4\ub2e5 \uace8\ub4e0 \ub4dc\ub798\uace4 \uc911\uad6d \uc9c0\uc218\ub294 1.5% \uc0c1\uc2b9\ud588\uace0, \uc54c\ub9ac\ubc14\ubc14\ub294 2%, \ubc14\uc774\ub450\ub294 3% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc8fc\uc694 \ub3d9\uc778:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc2e4\uc801 \uc2dc\uc98c\uc774 \uac15\ub825\ud558\uac8c \uc2dc\uc791\ub418\uc5c8\uc2b5\ub2c8\ub2e4. JPMorgan\uacfc Bank of America\uc758 \uacb0\uacfc\ub294 \uafb8\uc900\ud55c \uc18c\ube44\uc790 \ubc0f \uc2e0\uc6a9 \uc218\uc694\ub97c \ud655\uc778\uc2dc\ucf1c \uc90d\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc815\ucc45\uc801 \ucd94\uc9c4\ub825: \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\uc774\uc0ac\ud68c(Fed) \uc758\uc7a5 \ud30c\uc6d4\uc740 10\uc6d4\uc5d0 \uae08\ub9ac\ub97c 25bp \uc778\ud558\ud560 \uac00\ub2a5\uc131\uc744 \uc554\uc2dc\ud558\uba70, \uace0\ud3c9\uac00 \uc790\uc0b0\uc5d0 \ub300\ud55c \uc555\ubc15\uc744 \uc644\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uadc0\uae08\uc18d: \uae08\uac12 $4,200 \ub3cc\ud30c, \uc740\uac12 \uacf5\uae09 \uc81c\uc57d\uc73c\ub85c \ud558\ub77d<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ud604\ubb3c \uae08\uc740 $4,200 \uc704\ub85c 1.4% \uc0c1\uc2b9\ud558\uc5ec \uc5f0\ucd08 \uc774\ub798 \uc57d 60% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ud604\ubb3c \uc740\uc740 3% \uc0c1\uc2b9\ud574 $53\uc774 \ub418\uc5c8\uc73c\uba70, 1980\ub144 \uc0ac\uc0c1 \ucd5c\uace0\uce58\uc5d0 \uadfc\uc811\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ud575\uc2ec \ub4dc\ub77c\uc774\ubc84:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uae08\ub9ac \uc778\ud558 \uae30\ub300\uac10 \uac15\ud654: \uc5f0\uc900\uc758 \uc810\ub3c4\ud45c\ub294 \uc62c\ud574 \ub450 \ucc28\ub840\uc758 \ucd94\uac00 \uae08\ub9ac \uc778\ud558\ub97c \uc608\uace0\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub85c \uc778\ud574 \uc2e4\uc9c8 \uc218\uc775\ub960\uc774 \ub0ae\uc544\uc9c0\uace0 \uae08\uc774 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc740 \uacf5\uae09 \ubd80\uc871: \ub7f0\ub358 \uc2dc\uc7a5 \uc720\ub3d9\uc131\uc774 \uc5ec\uc804\ud788 \ubd80\uc871\ud558\uc5ec \uacf5\ub9e4\ub3c4 \ud3ec\uc9c0\uc158 \uccad\uc0b0\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc73c\uba70, \ud0dc\uc591\uad11 \uc218\uc694\ub294 \ud604\uc7ac \uc804 \uc138\uacc4 \uc740 \uc0ac\uc6a9\ub7c9\uc758 35%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ud5e4\uc9c0 \uc218\uc694\uac00 \uc9c0\uc18d\ub428: \ud2b8\ub7fc\ud504\uc758 \ubb34\uc5ed \uad00\ub828 \uc218\uc0ac(\uc911\uad6d\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 \uad00\uc138 \uc704\ud611)\ub85c \uc778\ud574 \uc548\uc804 \uc790\uc0b0\uc73c\ub85c\uc758 \uc790\uae08 \uc720\uc785\uc774 \ucd09\uc9c4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc720\ub7fd \uc2dc\uc7a5: \ub7ed\uc154\ub9ac\uc640 \uae30\uc220\uc774 \uc8fc\ub3c4\ud55c\ub2e4<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc720\ub85c \uc2a4\ud1a1\uc2a4 50\uc740 1.27% \uc0c1\uc2b9\ud588\uace0, \ud504\ub791\uc2a4\uc758 CAC 40\uc740 2% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">LVMH +13%: 3\ubd84\uae30 \ub9e4\ucd9c\uc740 \uc608\uc0c1\uce58 \ubabb\ud558\uac8c 1% \uc99d\uac00\ud588\uc73c\uba70, \uc138\ud3ec\ub77c\uc758 \uac15\ub825\ud55c \uc131\uacfc\uac00 \uc911\uad6d \uc2dc\uc7a5\uc758 \uc57d\uc138\ub97c \uc0c1\uc1c4\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">ASML +3.8%: AI \uad00\ub828 \uc790\ubcf8 \uc9c0\ucd9c\uc5d0 \ud798\uc785\uc5b4 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc8fc\ubb38\uc774 2023\ub144 4\ubd84\uae30 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ud22c\uc790 \ub17c\ub9ac: \uc720\ub7fd \uc18c\ube44\ub294 \uc608\uc0c1\ubcf4\ub2e4 \ud68c\ubcf5\ub825\uc774 \uac15\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc73c\uba70, \uc0ac\uce58\ud488\uacfc \uae30\uc220\uc774 \uc774\uc911 \uc131\uc7a5 \uc5d4\uc9c4\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc554\ud638\ud654\ud3d0 &amp; \ucc44\uad8c: \ube44\ud2b8\ucf54\uc778 \ubc18\ub4f1, \uad6d\ucc44 \uc218\uc775\ub960 \ubc14\ub2e5 \uae30\ub85d<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ube44\ud2b8\ucf54\uc778 +1.35% ~ $113,000; \uc774\ub354\ub9ac\uc6c0 +5.18% ~ $4,200.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uae08\ub9ac \uc778\ud558 \uac70\ub798\uac00 \uc9c0\uc18d\ub418\uba74\uc11c \ubbf8\uad6d 2\ub144 \uad6d\ucc44 \uc218\uc775\ub960\uc740 2022\ub144 \uc774\ud6c4 \ucd5c\uc800 \uc218\uc900\uc73c\ub85c \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc0c1\uad00\uad00\uacc4 \ub17c\ub9ac: \uc704\ud5d8 \uac10\uc218\uc131 \ud68c\ubcf5\uacfc \uc720\ub3d9\uc131 \uc644\ud654 \uae30\ub300\uac00 \ud568\uaed8 \uc704\ud5d8 \uc790\uc0b0\uc744 \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc624\ub298\uc758 \ucd08\uc810<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ubbf8\uad6d 9\uc6d4 \uc18c\ub9e4 \ud310\ub9e4(MoM): \ub354 \uac15\ub825\ud55c \uc218\uce58(\uc774\uc804 -0.1%)\ub294 &quot;\uc18c\ud504\ud2b8 \ub79c\ub529&quot;\uc774\ub77c\ub294 \uc774\uc57c\uae30\ub97c \uac15\ud654\ud558\uace0 \uc21c\ud658\uc801 \uc8fc\uc2dd\uc744 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\uc774\uc0ac\ud68c(\uc5f0\uc900) \uc5f0\uc124\uc790(\uc81c\ud37c\uc2a8 \ubd80\uc758\uc7a5, \uc6d4\ub7ec \ucd1d\uc7ac, 23:00): \uc2dc\uc7a5\uc740 \uc778\ud50c\ub808\uc774\uc158\uc758 &quot;\ub9c8\uc9c0\ub9c9 \ub2e8\uacc4&quot;\uc5d0 \ub300\ud55c \uc758\uacac\uc744 \uc8fc\uc2dc\ud560 \uac83\uc785\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc911\uad6d 9\uc6d4 \uc0ac\ud68c\uae08\uc735 \ub370\uc774\ud130.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\uc218\uc775: \ub137\ud50c\ub9ad\uc2a4\uc640 P&amp;G\uc758 3\ubd84\uae30 \uc2e4\uc801\uc740 \uc18c\ube44\uc790\uc640 \uc2a4\ud2b8\ub9ac\ubc0d \ubd80\ubb38\uc758 \ud68c\ubcf5\ub825\uc744 \uce21\uc815\ud560 \uac83\uc785\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">TSMC \uc2e4\uc801 \ubc1c\ud45c: 2026\ub144 AI \uce69 \uc790\ubcf8\uc9c0\ucd9c \uc9c0\uce68\uc5d0 \uc8fc\ubaa9.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">EU \uc815\uc0c1\ud68c\ub2f4: \uc911\uad6d\uc5d0 \ub300\ud55c \uc804\uae30\ucc28 \uad00\uc138 \uc778\uc0c1 \uac00\ub2a5\uc131\uc73c\ub85c \uc778\ud574 \uc0c8\ub85c\uc6b4 \uc5d0\ub108\uc9c0 \ubd80\ubb38\uc774 \ud63c\ub780\uc5d0 \ube60\uc9c8 \uc218 \uc788\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\ubbf8\uad6d \uad6d\ucc44 \uacbd\ub9e4(10\ub144, 30\ub144): \uc218\uc694 \uac15\ub3c4\uac00 \uad6d\ucc44 \uc218\uc775\ub960 \uace1\uc120\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/h2>\n<\/blockquote>","protected":false},"excerpt":{"rendered":"<p>October 16, 2025 \u2014 U.S. stocks opened higher across the board on Wednesday, with the S&amp;P 500 up 1%. In a rare move, both risk and safe-haven assets rallied: spot gold surged past $4,200 to a record high, while silver reclaimed the $53 level. European luxury stocks soared, led by LVMH\u2019s 13% jump after strong [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":2935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorised","entry","has-media"],"_links":{"self":[{"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/posts\/2934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/comments?post=2934"}],"version-history":[{"count":1,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/posts\/2934\/revisions"}],"predecessor-version":[{"id":2936,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/posts\/2934\/revisions\/2936"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/media\/2935"}],"wp:attachment":[{"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/media?parent=2934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/categories?post=2934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/amillexvn1.com\/ko\/wp-json\/wp\/v2\/tags?post=2934"}],"curies":[{"name":"\uc6cc\ub4dc\ud504\ub808\uc2a4","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}