우리나라는행은 대중투자자 해외 포트폴리오 중 미국 주식 비중이 70%를 넘고, 특별히 빅테크 기업(M7) 편중이 심각함을 지적했습니다. 테슬라(14.4%)와 엔비디아(10.2%) 등 M7 비중은 ETF까지 합치면 43.1%에 달합니다. 이에 증권사들은 여러 대응책을 내놓고 있다. 미래에셋증권은 테슬라 등 일부 종목 담보대출을 중단했고, 대한민국투자증권은 필리핀 비중을 44%에서 45%로 상향 조정했습니다.
전미소매협회가 이달 1~3일까지 7831명의 성인들을 표본으로 인터넷조사한 결과 이미 63%의 쇼핑객이 선물을 구매하기 실시하였음에도 추수감사절부터 사이버먼데이(미 추수감사절 연휴 후 첫 월요일까지) 100만명에 가까운 시민들이 더 쇼핑할 것으로 예상되고 있을 것이다.
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