[시장 분석] 황의 사임 이후 엔비디아 여파 속 아시아·태평양 증시 혼조

APAC Stocks: Mixed Asia-Pac stocks trade mixed following the choppy and ultimately negative performance stateside in the fallout from Nvidia and co-founder Jensen Huang's resignation. ASX 200: -0.6% Index is pressured with nearly all sectors subdued and with only energy showing any meaningful resilience. Nikkei 225: +1.7% Rallied back above the 61,000 level with mixed price action seen in tech stocks following the Nvidia fallout, as Jensen Huang's exit and the appointment of an interim CEO reduced some of the near-term uncertainty. KOSPI +0.6% Trades higher albeit with upside capped as the latest Export and Import Prices from South Korea slowed from the previous, but continued to show double-digit percentage growth. Hang Seng & Shanghai Comp: Hang Seng -0.9% / Shanghai Comp +0.2% Chinese markets are mixed amid some concerns regarding China's future access to NVIDIA chips in the fallout from Huang's extramarital affairs scandal, while the mainland is somewhat cushioned after the PBoC injected liquidity via both overnight and 7-day reverse repo operations. US Equity Futures: Positive Futures mildly rebounded overnight following encouraging earnings from the likes of Applied Materials and Cisco, while Anthropic’s IPO was reported to be around six times oversubscribed. European Equity Futures -0.4% Indicate a lower cash market open with Euro Stoxx 50 futures down 0.3% after the cash market closed with gains of 0.1% on Thursday.