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스페이스X 주가 전망: 머스크 "5년 내 AI가 기업가치의 99% 차지할 수도", SPCX 주가는 얼마나 더 오를 수 있을까?

TradingKey - 일론 머스크는 최근 스페이스X(SPCX) 사내 전체 회의에서 향후 5년 이내에 AI 사업이 스페이스X 기업 가치의 약 99%를 차지할 수 있으며, 이 시점에 스페이스X의 전체 기업 가치는 "천문학적인 숫자"에 도달할 것이라고 밝혔다. 이는 머스크의 구상에서 스페이스X가 더 이상 로켓 발사와 스타링크 사업 성장에만 의존하는 우주항공 회

출처 Tradingkey1786589932
TSMC CoWoS 수율 일부 라인서 98% 상회, 2029년까지 레티클 크기 14배 목표

TradingKey - 8월 11일 TSMC는 OCP APAC 서밋에서 5.5배 레티클 크기의 CoWoS 첨단 패키징 솔루션이 양산 단계에 진입했다고 밝혔다. 해당 솔루션은 최대 12개의 HBM4 스택을 탑재할 수 있으며 여러 AI 고객사의 제품에서 검증을 마쳤고, 특정 AI 반도체의 수율은 지속적으로 98%를 상회하며 일부 사례에서는 99%에 달하기도 한

출처  Tradingkey1786587061
UK GDP expected to show moderate Q2 growth

The United Kingdom’s (UK) Office for National Statistics will release the preliminary estimate of the second-quarter Gross Domestic Product (GDP) on Thursday. Market analysts anticipate a 0.4% growth in the three months to June, after a modest 0.6% advance in the first quarter of 2026.

출처  Fxstreet1786586400
Canadian Dollar steadies as weak US Dollar offsets lower oil prices

USD/CAD remains steady after registering minor gains in the previous day, trading around 1.3940 during the Asian hours on Thursday. The currency pair moves within a narrow range as a weaker US Dollar (USD) balances out the impact of falling oil prices on the commodity-linked Canadian Dollar (CAD).

출처  Fxstreet1786585566
British Pound posts modest gains to near 1.3500 ahead of UK GDP data

The GBP/USD pair edges slightly higher to near 1.3500 during the early Asian trading hours on Thursday. The US Dollar (USD) softens against the British Pound (GBP) on a tame reading of the US inflation report.

출처  Fxstreet1786585492
Bitcoin faces thin liquidity and missing demand amid seller stress — Glassnode

Bitcoin (BTC) is showing signs of growing market exhaustion, with weakening liquidity and subdued demand leaving the market vulnerable to a sharp move, according to a Glassnode report on Wednesday.

출처  Fxstreet1786585149
United States Dollar Index stalls post-CPI bounce near 100.00 on receding Fed hike bets

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, continues its struggle to build on the momentum beyond the 100.00 psychological mark and edges lower during the Asian session on Thursday.

출처  Fxstreet1786583771
PBOC sets USD/CNY reference rate at 6.7888 vs. 6.7882 previous

The People’s Bank of China (PBOC) sets the USD/CNY central rate for the trading session ahead on Thursday at 6.7888 compared to the previous day's fix of 6.7882 and 6.7470 Reuters estimate.

출처  Fxstreet1786583736
Euro advances as US Dollar weakens amid cooling Inflation

EUR/USD halts its three-day losing streak, trading around 1.1530 during the Asian hours on Thursday. The currency pair gains ground as the US Dollar (USD) faces challenges following the release of July's Consumer Price Index (CPI) report.

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Singapore Gross Domestic Product (QoQ) climbed from previous 1.1% to 1.4% in 2Q

출처  Fxstreet1786582676
WTI declines below $82.50 as oil inventories rise far more than expected

West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $82.45 during the early Asian trading hours on Thursday. WTI declines on a larger-than-expected build in US crude oil inventories. Traders will closely monitor the developments surrounding US-Iran talks for fresh impetus. 

출처  Fxstreet1786582437
RBA's Kent: Cash rate hikes are achieving their intended impact

Reserve Bank of Australia (RBA) Assistant Governor Chris Kent  said on Thursday that interest rate hikes are producing the expected effect. Kent added that further rate increases possible if risks emerge.

출처  Fxstreet1786581692
오늘의 증시 요약: 7월 CPI 예상치 부합, SK하이닉스 9% 이상 급등하며 메모리 반도체주 주도, 네비우스 34% 급등

시장 동향 추적TradingKey - 미국의 7월 소비자물가지수(CPI) 데이터가 예상치에 부합하면서 연방준비제도(Fed·연준)가 추가로 정책을 긴축할 시급성이 줄어들었습니다. 기술 및 AI 섹터 내부 실적은 엇갈렸으나, 섹터 전체적으로는 실적 펀더멘털의 지지를 받았습니다.마감 기준 다우존스 산업평균지수는 0.04% 하락한 53,770.27을 기록했고, 나

출처  Tradingkey1786581637

Singapore Gross Domestic Product (YoY): 5.9% (2Q) vs 5.7%

출처  Fxstreet1786579190
Iran says no progress on interim peace deal with US — Reuters

The United States (US) and Iran remain at ​loggerheads over efforts to agree a permanent end to the war in the Middle East, Reuters reported on Wednesday.

출처  Fxstreet1786578394
Gold edges lower to near $4,400 as Iran-US tensions counter support from tame US inflation

Gold price (XAU/USD) declines to around $4,400 during the early Asian session on Thursday, pressured by escalating geopolitical tensions between the United States (US) and Iran.

출처  Fxstreet1786577352
Commodities: Weaker Dollar lacks growth catalyst – BNY

Geoff Yu at BNY says a less hawkish Fed has weakened the Dollar, but this has not translated into a broad commodity rally. Institutional investors remain sellers of metals and miners, while EM commodity sovereign debt continues to struggle and commodity FX buying has faded.

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Bitcoin shows early signs of bottom despite lingering market stress

Bitcoin (BTC) is showing several signs of a potential market bottom as multiple indicators show improving market conditions, according to CryptoQuant analysts.

출처  Fxstreet1786576660
The Japanese Yen gives back half of what Tokyo bought

The Dollar has spent Wednesday grinding higher against the Yen with no headline to carry it, trading near 159.50 after a low just beneath 158.60 and a gain of under a tenth of a percent.

출처  Fxstreet1786575651
Pound Sterling runs out of room at the July high

Sterling spent the London morning building a case for a break and the rest of the session dismantling it, trading near 1.3495 after a high just short of 1.3550 and a loss of not quite a tenth of a percent.

출처  Fxstreet1786575628
GBP/JPY Price Forecast: 50-day SMA caps sideways trading

The GBP/JPY holds firm on Wednesday at around 215.00, as neither buyers nor sellers are reluctant to open fresh directional bets amid fears of renewed intervention in the FX markets by US and Japanese authorities to propel the Yen.

출처  Fxstreet1786574346
Indonesia: BI succession supports Rupiah stability – DBS

DBS Group Research’s Radhika Rao reports that Indonesia’s onshore markets welcomed President Prabowo’s nomination of Deputy Governor Destry Damayanti as the next Bank Indonesia Governor.

출처  Fxstreet1786574220
Australian Dollar pulls back as inflation expectations loom

The Aussie Dollar ended Wednesday’s session with losses against the Greenback as US inflation data matched estimates, in both headline and core. Consequently, traders pushed back against rate hikes, though the AUD/USD faded the initial move and traded at 0.7061, down 0.07%.

출처  Fxstreet1786573862
Euro reverses from two-day high, fade US soft CPI move

The Euro reversed course after reaching a two-day high of 1.1563, following the release of a benign US inflation report for July, which triggered a repricing for a less “hawkish” Federal Reserve, throughout 2026.

출처  Fxstreet1786571934
Chinese Yuan: Credit softness may spur PBoC easing – Commerzbank

Commerzbank’s Charlie Lay and Dr. Henry Hao point out USD/CNY is stable around 6.75, with their model implying a slightly stronger PBoC fix.

출처  Fxstreet1786571640
Mexican Peso rallies to two-year high as soft CPI hits Fed bets

The Mexican Peso appreciates to levels last seen in 2024 following a softer-than-expected US inflation report, preventing a rate hike by the Federal Reserve as projected by investors. The USD/MXN trades at 17.05 after hitting early lows of 17.01.

출처  Fxstreet1786570472
New Zealand Dollar slips as Middle East uncertainty weighs on Kiwi

NZD/USD is trading near 0.5860, down over 0.30% on Wednesday and falling for the third consecutive day.

출처  Fxstreet1786569793
Singapore Dollar: Upside risk builds against US Dollar – UOB

UOB’s Quek Ser Leang and Lee Sue Ann note that USD/SGD closed little changed around 1.2800, with the S$NEER trading 1.7% above its mid-point and implying a 1.2760–1.2822 range.

출처  Fxstreet1786569120
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