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Consumer Discretionary

Nov 10, 20251 min read

์ž๋™์ฐจ, ์˜๋ฅ˜, ๋ ˆ์ €, ์†Œ๋งค(๋น„ํ•„์ˆ˜) ๋“ฑ ์ž„์˜ ์†Œ๋น„์žฌ ์„นํ„ฐ์ž…๋‹ˆ๋‹ค.

  • ๊ฒฝ์ œ ์„ฑ์žฅ์— ๋”ฐ๋ผ ์„ฑ๊ณผ๊ฐ€ ํฌ๊ฒŒ ๋ณ€๋™ํ•˜๋Š” ๊ฒฝ๊ธฐ ์ˆœํ™˜ ์„นํ„ฐ๋กœ, Amazon, Tesla, Nike ๋“ฑ์ด ๋Œ€ํ‘œ์ ์ธ ๊ธฐ์—…์ž…๋‹ˆ๋‹ค.

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