[시장 분석] 민주당 압승 이후 반도체주에서 자금이 빠져나오며 아시아·태평양 증시는 혼조세

APAC Stocks: Mixed Asia-Pac stocks are ultimately mixed following the rally on Wall St as yields declined and oil slumped in the aftermath of the blue tsunami in the Midterm Elections, while a rotation out of chip names was seen in the region overnight. ASX 200: +2.0% Rallied with the gains led by strength in mining and tech, with gold miners boosted by the surge in the precious metal to above USD 4,100/oz, while energy and financials are at the other end of the spectrum following a slump in oil prices and a drop in NAB's FY profit. Nikkei 225: -0.4% Swung between gains and losses amid weakness in electronics and tech stocks, but is off today's lows, as the drop in oil prices provides some solace given Japan's heavy reliance on oil imports. KOSPI -4.0% Underperforms with a sidecar triggered amid a rotation out of semiconductor stocks after the blue wave in the US Congress raised concerns over the AI buildout. Hang Seng & Shanghai Comp: Hang Seng +3.4% / Shanghai Comp Flat Chinese markets are mixed, with the mainland rangebound, while the Hong Kong benchmark surged as hyperscalers and ecommerce stocks benefit from the rotations out of semis. US Equity Futures: Mixed Price action is mixed as participants continue to reflect on the potential after-effects of the blue tsunami. European Equity Futures +0.3% Indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 2.0% on Wednesday.