[시장 분석] 아시아 기술주, 금요일 매도세에서 반등; 조사 착수에 야간 거래에서 엔비디아 하락

Asia-Pac stocks start the week on a broadly positive footing, as tech names follow the price action seen in their US peers on Friday. Despite the bounce, analysts see this as short-lived, as flows suggest that investors used Friday’s bounce to cut risk on both sides. ASX 200 is the slight laggard, as it is the only index printing losses. Another big bank reported earnings, with ANZ’s FY cash profit slightly beating estimates; however, shares are lower. Nikkei 225 is the outperformer, printing gains of over 2% and regaining the 58k mark. KOSPI initially lower by as much as 1%, but since reversed course and currently edges towards the 5100 handle. Shanghai Comp. and Hang Seng opened higher, in line with the broader market sentiment. Inflation metrics were mixed for October, with headline CPI Y/Y printing at 0.7% (exp. 0.8%) while the PPI metric accelerated to 5.7% (exp. 5.3%). US equity futures opened mixed, with the NQ initially lower by as much as 1%. The main catalyst was the statement from Nvidia, with the Board initiating an independent investigation following reports that CEO Jensen Huang has been targeted by a foreign intelligence operation. Shares of Nvidia are lower by over 4% in overnight trade. European equity futures are indicative of a muted open with the Euro Stoxx 50 future flat after cash closed -1.1% on Friday.