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Author Topic: “단기 악재 겹쳐 증시 폭락, 금융위기때와 달라”  (Read 118 times)

LiangKangDae

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“단기 악재 겹쳐 증시 폭락, 금융위기때와 달라”

미국의 경기 침체 우려가 커지며 최근 발생한 글로벌 증시 폭락 현상이 ‘2008년 글로벌 금융위기’와는 근본적으로 다르다는 분석이 나왔다. 2008년 금융위기가 지나치게 많은 대출과 은행의 높은 부채비율 등 시스템적 위기였다면, 이번에는 미국 경제 지표, 인공지능(AI) 관련 기업 실적 부진 등 단기적 악재가 겹쳐 발생한 투매라는 것이다. 그런 만큼 지나치게 우려할 상황은 아니라는 평가도 나온다. 5일(현지 시간) 월스트리트저널(WSJ)은 최근 전 세계적으로 나타난 증시 폭락 사태에 대해 “2일 발표된 미국 일자리 지표가 기대에 크게 못 미치며 경제 전망이 연착륙에서 경착륙으로 갑자기 바뀌면서 촉발됐다”고 전했다. 또 AI 관련 기업에 대한 과대 평가, 일본은행이 ‘제로(0) 금리’ 정책에서 벗어나기 위해 금리를 인상한 것이 원인이 됐다고 설명했다. 또 워런 버핏 버크셔해서웨이 회장이 보유 중인 애플 주식을 상반기(1∼6월) 중 절반 가까이 판 것도 매도 움직임을 부추겼다고 봤다.
Source: “단기 악재 겹쳐 증시 폭락, 금융위기때와 달라”



 

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