미국 증시 개장: 미국·이란 협상과 미국 중간선거에 주목하는 가운데 기술주가 최근 손실 일부 만회

OPEN: US indices opened predominantly in the green as the Nasdaq 100 outperforms and attempts to retrace some of its recent heavy losses. Given this, Technology sits atop the sectoral breakdown, despite pressure in both Apple and Palantir post-results. Showcasing the broad-based bid in the AI space, Memory ETF DRAM, Semiconductor ETF SOXX, and Neocloud ETF NCLD are all seeing strength as participants await the US midterm election results overnight. Overall, sectors are mixed with Consumer Staples and Materials lagging. US/Iran headlines have been continuous so far on Tuesday and have been largely optimistic amid reports the US has approved the draft MoU that Qatar presented to Iran, and that both Washington and Tehran have made concessions related to the Iranian nuclear programme and frozen funds, which saw WTI and Brent plunge to lows of USD 93.59/bbl and USD 100.80/bbl, respectively. However, benchmarks have pared a large portion of their losses in recent trade as Iran's National Security Council Secretary Rezaei said "US' response to Iran's rights and demands was not convincing, and they must fully and explicitly address Iran's seven conditions and act upon them; only in this case will the Strait of Hormuz be reopened"; focus remains on any further updates on the US/Iran developments. Elsewhere, precious metals are lower to differing degrees, with spot silver underperforming gold. Treasuries are weaker across the curve, while G10 FX performance is mixed against the Dollar. The DXY is more or less flat, while the AUD lags as the RBA failed to provide guidance. Ahead, earnings after-hours from SMCI and AMD are the highlights, and of course the aforementioned midterm election. The US Jolts report was better than expected with Job Openings rising to above 7.5mln from 7.19mln, while quits rate rose to 2.1% from 1.9% and Vacancy rate to 4.5% from 4.3%, pressuring bonds. STOCK SPECIFICS: Apple (AAPL): Surging memory chip prices & rising AI-related costs weighed on profit margin outlook. Palantir Technologies (PLTR): Elevated investor expectations & sharp slowdown in US commercial contract growth outweighed strong results, robust AI demand & accelerating FCF generation. onsemi (ON): EPS & revenue topped Wall St. consensus. Fabrinet (FN): Headline metrics beat with stellar next quarter view. Lattice Semiconductor (LSCC): Strong quarterly report & Q4 outlook. Shopify (SHOP): Growth disappointment sees pressure & results struggle to justify lofty valuation. Keurig Dr Pepper (KDP): Revenue light as was FY top line outlook. Fiserv (FISV): EPS & revenue topped as did midpoint of FY profit view.