에 대한 최신 뉴스 Sonim Technologies (NASDAQ:SONM) 주식

Sonim Technologies

Sonim Technologies Inc is a provider of ultra-rugged mobile devices, including phones and accessories designed specifically for task workers physically engaged in their work environments, often in mission-critical roles. The company sells mobile phones, accessories, and solutions to AT&T, T-Mobile, and Verizon in the Canada, and to Bell, Rogers, and Telus and Rogers, Telstra in Australia. The products include rugged mobile phones that can attach to both public and private wireless networks, industrial-grade accessories that meet the requirements of specific applications and software applications, and cloud-based tools that provide management and deployment services to customers. The company generates revenue from discounts, price protection, and customer incentives.

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미국 증시는 월요일(31일) 혼조세를 보인 후 미국 지수 선물은 화요일(1일)에 상승과 하락 사이를 오갔다. 주요 벤치마크 지수 선물은 개장 전 거래에서 혼조세를 보였다.
도널드 트럼프 대통령이 상호관세 부과일인 4월 2일을 ‘해방의 날’로 지칭하는 움직임이 주가 하락에 영향을 미쳤다. S&amp;P 500 지수는 2025년 1분기 4.59% 하락한 반면, 나스닥 100 지수는 10% 이상 하락했다.

미국 증시, 부진한 1분기 이후 개장 혼조세 전망...전문가 &#34;4월에는 더 나아질 것&#34;

Sonim Technologies Inc

SONM (BEP-20)

<a href="https://www.wsj.com/world/middle-east/steve-witkoff-interview-iran-nuclear-talks-e41e0114" title="https://www.wsj.com/world/middle-east/steve-witkoff-interview-iran-nuclear-talks-e41e0114">https://www.wsj.com/world/middle-east/steve-witkoff-interview-iran-nuclear-talks-e41e0114</a>

Global

"Witkoff Says U.S. Open To Compromise Ahead Of Iran Nuclear Talks; Preventing 'Weaponization' By Tehran Is White House's 'Red Line,' Says Trump's Special Envoy To Middle East" - WSJ

Jefferies analyst Stephanie Moore maintains RXO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RXO#NYSE">RXO</a>) with a Buy and lowers the price target from $26 to $20.

Price Target

Jefferies Maintains Buy on RXO, Lowers Price Target to $20

Jefferies analyst Stephanie Moore maintains C.H. Robinson Worldwide (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHRW#NASDAQ">CHRW</a>) with a Hold and lowers the price target from $110 to $100.

CHRW

Jefferies Maintains Hold on C.H. Robinson Worldwide, Lowers Price Target to $100

Jones Research analyst Jason Weaver shared thoughts on AGNC Investment Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGNC#NASDAQ">AGNC</a>) first-quarter <a href="https://www.benzinga.com/quote/AGNC/analyst-ratings">preliminary numbers released today</a>.
AGNC said it expects net spread and dollar roll income of 44 cents. That&#8217;s higher than analysts&#8217; <a href="https://www.benzinga.com/pressreleases/25/04/n44750731/agnc-investment-corp-announces-preliminary-estimates-for-first-quarter-2025">estimate of 41 cents and consensus of 39 cents</a>.
The company&#8217;s total comprehensive income per share is 12 cents, much better than analysts&#8217; estimates of 7 cents.
As of March 31, AGNC held a total investment portfolio valued at approximately $78.9 billion. That includes around $7.5 billion in to-be-announced agency mortgage-backed securities (MBS). It also has about $900 million in credit risk transfer, non-Agency securities, and other mortgage-related credit investments.
The analyst notes that at the end of the quarter, AGNC's tangible book value (TBV) stood at $8.25, which reflects a decline of 190 basis points from $8.41, primarily driven by spread widening.
Weaver adds that he sees additional pressure continuing into the second quarter, with TBV estimated at $7.75-$7.85 as of April 9, representing a 5.5% decline quarter-to-date.
This drop has also contributed to an increase in leverage, which now stands at roughly 7.9x, cites the analyst.
Overall, the analyst says that although performance so far in the second quarter has been underwhelming, he anticipates some near-term recovery in book value per share (BVPS) as market volatility begins to ease.
Mortgage-backed securities (MBS) yields, which have been lagging behind Treasury and swap rates, are expected to converge in the near term, adds the analyst.
Moreover, Weaver says that AGNC&#8217;s ability to deploy new capital into Agency RMBS at current expected returns of over 20% could enhance its dividend sustainability over the medium term.
Price Action: AGNC shares are up 0.06% at $8.125&nbsp;at the last check Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/44763932/stellantis-q1-shipments-decline-9-but-gains-in-south-america-and-eu-offer-relief" target="_blank" rel="noreferrer noopener">Stellantis Q1 Shipments Decline 9%, but Gains in South America and EU Offer Relief</a></li>
<li></li>
</ul>

Mid Cap

AGNC

AGNC Expects Strong Income For Q1, Softer Book Value: Analyst Sees Recovery Potential

Jefferies analyst Andrew Andersen maintains Aon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) with a Hold and raises the price target from $396 to $416.

Jefferies Maintains Hold on Aon, Raises Price Target to $416

<h2 class="wp-block-heading">New On The Block</h2>
Harley-Davidson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>) is <a href="https://www.benzinga.com/topic/auction">selling its financing arm</a>. 
Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-10/harley-davidson-said-to-mull-1-billion-plus-sale-of-finance-arm?srnd=phx-deals&amp;sref=TBDibEcD">estimates</a> a price tag of $1 billion. The Milwaukee-based motorcycle brand could market the segment to various buyers, including regional banks and private equity firms. 
Separately, there&#8217;s drama brewing on the board level. Director Jared Dourdeville, who joined in 2022, resigned, but not before sending a damning letter to fellow board members on April 1. And it was not an April Fool&#8217;s Day prank. 
Dourdeville called for several of his colleagues to resign and expressed &#8220;grave concerns about the current state of the company.&#8221;
For more coverage, Benzinga&#8217;s Kaustubh Bagalkote <a href="https://www.benzinga.com/markets/equities/25/04/44727511/harley-davidson-boardroom-turmoil-director-resigns-demands-ceo-jochen-zeitz-step-down-over-cultural-depletion-and-brand-decline">has the latest</a>.
Harley-Davidson shares, at last check, were up over 2.6% at $22.05. 
Other auctions to note:
<ul>
<li>Clessidra Private Equity is mulling a potential sale of Milan-based software firm Impresoft, which could fetch around 800 million euros ($885 million), according <a href="https://www.bloomberg.com/news/articles/2025-04-10/italy-s-clessidra-weighs-sale-of-software-firm-impresoft?sref=TBDibEcD">to</a> Bloomberg. The Italian PE firm reportedly received unsolicited interest from industry players and fellow buyout shops, sparking early talks of a formal auction process. Impresoft, led by CEO Alessandro Geraldi, offers software for manufacturing and cybersecurity.</li>
</ul>
<ul>
<li>Keros Therapeutics, Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KROS#NASDAQ">KROS</a>) board of directors initiated a formal review process on Thursday to evaluate strategic alternatives, <a href="https://www.benzinga.com/general/biotech/25/04/44746372/keros-therapeutics-goes-up-for-sale-on-heels-of-stockholder-rights-plan">including a sale</a>.</li>
</ul>
<ul>
<li>Rivalry Corp. (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/RVLCF#OTCQX">RVLCF</a>), a sportsbook and iGaming operator, launched a review of strategic alternatives, including a sale, to maximize long-term stakeholder value. XST Capital Group LLC, a boutique investment bank focused on the digital gaming sector, is advising the process.</li>
</ul>
See Also: <a href="https://www.benzinga.com/general/entertainment/25/04/44725503/princess-dianas-iconic-style-heads-to-auction-block">Princess Diana&#8217;s Iconic Style Heads To Auction Block</a>
<h2 class="wp-block-heading">Updates From The Block</h2>
<ul>
<li>Capri Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) confirmed it's selling Versace to Prada for a high-end price of <a href="https://www.benzinga.com/25/04/44738776/versace-goes-prada-capris-big-exit-sparks-fashion-power-shift">$1.375 billion in cash</a>. The deal marks a luxe exit for the iconic brand founded by Gianni. It was last helmed by Donatella, who recently handed creative control to Miu Miu alum Dario Vitale. CEO John Idol said the move will help Capri tighten its belt and focus on brands like Michael Kors and Jimmy Choo. But the sale feels less glamorous considering Capri's stock has lost over 62% in the past year. With net debt at $1.12 billion and shares already bruised by tariff turmoil, this windfall might finally help the company strut into better financial shape. If Trump&#8217;s <a href="https://www.benzinga.com/25/04/44720006/markets-take-off-as-trump-announces-90-day-tariff-pause-for-non-retaliating-nations-slaps-china-with-125-duty">tariff plans remain on pause</a>, Capri may benefit. </li>
</ul>
<ul>
<li>Woodside Energy Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDS#NYSE">WDS</a>) <a href="https://www.benzinga.com/news/asset-sales/25/04/44668895/woodside-energy-sells-40-stake-in-louisiana-lng-project-for-5-7-billion">inked a binding deal</a> to sell a 40% stake in Louisiana LNG Infrastructure LLC to Stonepeak.</li>
</ul>
<ul>
<li>Cloudflare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>) shares <a href="https://www.benzinga.com/movers" target="_blank" rel="noopener">traded</a><a href="https://www.benzinga.com/movers"> higher on Friday</a> after it acquired Outerbase, a database tool designed with developers in mind. The deal is expected to boost the overall experience for developers, especially those using Cloudflare Workers, by making it easier to manage and connect to databases during the app-building process. Financial terms of the deal <a href="https://www.benzinga.com/trading-ideas/movers/25/04/44671105/cloudflare-acquires-outerbase-to-streamline-ai-app-development-our-goal-is-to-make-it-easy-and-accessible-for-any-developer">were not disclosed</a>.</li>
</ul>
<ul>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) disclosed on Monday that it had acquired Hakkoda Inc. for an undisclosed amount. The acquisition is expected to strengthen IBM's capacity to meet the <a href="https://www.benzinga.com/news/large-cap/25/04/44669800/ibm-enhances-ai-consulting-muscle-with-hakkoda-deal">rising demand for data services</a>.</li>
</ul>
<h2 class="wp-block-heading">Off The Block</h2>
<ul>
<li>Niox Group&#8216;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/CSSPF#OTC">CSSPF</a>) auction ended without a deal. Reuters reported that the medical device company, based in Oxford, U.K., received an offer of 345.8 million pounds ($452.4 million). However, due to macroeconomic conditions, private equity firm Keensight Capital canceled its buyout offer. </li>
</ul>
<h2 class="wp-block-heading">Bankruptcy Block</h2>
<ul>
<li>Lucid Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) continues its slow climb as a Tesla rival by striking a deal to acquire now-bankrupt Nikola Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NKLAQ#OTC">NKLAQ</a>) <a href="https://www.benzinga.com/news/25/04/44757588/lucid-wins-nikola-bankruptcy-auction-buys-nikola-facilities-for-30-million-to-boost-us-ev-production">for roughly $30 million</a>. The deal, pending court approval, includes Nikola's former Coolidge manufacturing plant and its Phoenix HQ—adding 884,000 square feet of industrial real estate to Lucid's footprint. The company also plans to offer jobs to 300-plus former Nikola staffers. This all comes after Nikola's fall from grace, which started in 2020 with fraud allegations and ended with a bankruptcy auction <a href="https://www.benzinga.com/markets/equities/25/02/43552668/nikola-once-a-30-billion-ev-sensation-struggles-to-survive-after-hindenburg-fallout-and-mounting-losses">and a convicted ex-CEO</a>. </li>
</ul>
For last week&#8217;s edition of <a href="https://www.benzinga.com/news/25/04/44651650/deal-dispatch-us-ma-is-quiet-but-abroad-volume-is-spiking">Deal Dispatch, click here</a>.
Now Read:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44764554/consumer-sentiment-crashes-to-3-year-lows-as-inflation-expectations-spike-to-1981-highs">Consumer Sentiment Crashes To 3-Year Lows As Inflation Expectations Spike To 1981 Highs</a></li>
</ul>

Asset Sales

CPRI

CSSPF

KROS

LCID

NKLAQ

RVLCF

Deal Dispatch: Harley-Davidson To Wipe Out? Plus, Prada's Versace Purchase Garners A Fashionable Price

WIIM

IAUX

i-80 Gold shares are trading higher after the company announced that its president and COO will step down. Additionally, the rally in the price of gold may be contributing to the stock moving up

Telsey Advisory Group analyst Dana Telsey <a href="https://www.benzinga.com/quote/CPRI/analyst-ratings">reiterated a Market Perform </a>rating on the shares of Capri Holdings Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) and lowered the price forecast from $23.00 to $17.
Capri announced yesterday it will <a href="https://www.benzinga.com/25/04/44738776/versace-goes-prada-capris-big-exit-sparks-fashion-power-shift">sell the Versace brand to Prada for $1.375 billion </a>in cash, with the deal expected to close in the second half of 2025, pending regulatory approval. 
The company said proceeds will strengthen its balance sheet, boost investment in Michael Kors, and support debt reduction and share buybacks. Capri bought Versace in 2018 for $2.12 billion.
Also Read: <a href="https://www.benzinga.com/25/04/44760993/why-janover-stocks-are-surging-on-friday">Why Are Janover Stocks Surging On Friday?</a>
The Versace sale had been anticipated, as reports of Capri seeking a buyer had circulated for months, with Prada emerging as a likely suitor. The $1.375 billion price tag falls within earlier estimates, said the analyst.
While Capri originally paid 22x EBITDA in 2018, evaluating the current deal is challenging due to Versace's weak margins. So the analyst estimates Prada is paying roughly 22x FY24 EBITDA and 1.6x trailing sales.
According to the analyst, the sale of Versace is seen as a logical move by Capri after the failed Tapestry Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPR#NYSE">TPR</a>) acquisition, allowing the company to raise capital, enhance margins and reinforce its balance sheet.
Although Capri is selling Versace at a loss, the deal is expected to boost overall company margins and free up funds to support revitalization efforts for Michael Kors. 
Parting with Versace eliminates a once-expected growth catalyst, and questions remain about Michael Kors&#8217; future profitability due to ongoing challenges in wholesale and promotional markets, noted the analyst.
CPRI Price Action: Capri Holdings shares traded lower by 0.62% at $14.54 at publication Friday.
Read Next: • <a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44752669/walmarts-resilience-shines-with-broad-ebit-forecast-and-strong-growth-engines-analyst-says">Walmart&#8217;s Resilience Shines With Broad EBIT Forecast And Strong Growth Engines, Analyst Says</a>

Photo: T. Schneider via Shutterstock

Reiteration

Trading Ideas

General

Versace Exit Is Capri's Big Bet On Michael Kors Revival, Says Analyst

SCCO

Shares of metals stocks are trading higher as stocks rebound amid overall market volatility as investors assess this week's tariff developments.

BDRX

Biodexa Pharmaceuticals shares are trading higher after the company announced it expects the initiation of its Phase 3 registrations study of eRapa in FAP.

AMAT

AVGO

QCOM

Shares of chip stocks are trading higher as stocks rebound amid overall market volatility as investors assess this week's tariff developments.

ONCY

Oncolytics Biotech shares are trading higher after the company secured up to $20 million in flexible funding for the development of Pelareorep through a share purchase agreement with Alumin Capital.

LZMH

LZ Technology Shares Halted On Circuit Breaker To The Downside, Stock Now Down -26.3%

NKTR

Nektar Therapeutics shares are trading higher after Jefferies upgraded the stock from Hold to Buy and raised its price target from $1 to $2.

Abacus Global Management shares are trading higher after the company announced a $15 million stock repurchase program.

<a href="https://www.ftc.gov/news-events/news/press-releases/2025/04/ftc-seeks-public-comment-petition-modify-exxon-pioneer-final-order" title="https://www.ftc.gov/news-events/news/press-releases/2025/04/ftc-seeks-public-comment-petition-modify-exxon-pioneer-final-order">https://www.ftc.gov/news-events/news/press-releases/2025/04/ftc-seeks-public-comment-petition-modify-exxon-pioneer-final-order</a>

Legal

'FTC Seeks Public Comment On Petition To Modify Exxon-Pioneer Final Order' - FTC

Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and gold <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44703305/bitcoin-is-a-more-liquid-and-higher-volatility-version-of-gold-bernstein">are parting ways in 2025</a>, with the two assets following sharply different trajectories amid rising geopolitical tensions and shifting macroeconomic conditions.
What Happened: Gold has surged past $3,160/oz, driven by central bank accumulation, a pivot away from the U.S. dollar, and its enduring reputation as a safe-haven asset. 
The metal's stability has become a magnet for investors amid ongoing global instability and fears of a slowdown.
Bitcoin, on the other hand, has faltered. 
After briefly climbing above $80,000 earlier this year, it slipped to $77,000 in April, marking its lowest level of 2025 so far.
The digital asset's struggle is largely tied to regulatory headwinds, lack of institutional support, and a persistent correlation with tech stocks, leaving it more exposed to market downturns.
Investors increasingly see gold as a stable inflation hedge, while Bitcoin remains categorized as high-risk and speculative, with 2023 volatility figures showing an annualized rate of 42%.
Also Read: <a href="https://in.benzinga.com/markets/cryptocurrency/25/04/44735975/bitcoin-back-above-80000-what-does-technical-analysis-say">Bitcoin Back Above $80,000: What Does Technical Analysis Say?</a>
Why It Matters: Gold has decoupled from risk assets and continued its climb independently of stock market performance, thriving in periods of inflation and recession fears.
In contrast, Bitcoin is still tied to broader market cycles, underperforming during risk-off phases and showing vulnerability to shifts in tech sentiment and macro data.
In early April, Bitcoin funds recorded $240 million in outflows, a sign of jitters among large investors during uncertain times.
Meanwhile, central banks have stepped up their gold purchases, adding to the metal's resilience and mainstream legitimacy—something Bitcoin has yet to fully achieve.
What's Next: In an X <a href="https://x.com/PeterSchiff/status/1910736268733931601">post</a> on April 11, Peter Schiff took aim at Bitcoin's narrative as "digital gold." He noted that 2025's chaotic macro environment should have been Bitcoin's moment to shine, but instead, gold is stealing the spotlight.
Once labelled a "barbaric relic," gold is now soaring as institutions lean in, while Bitcoin is left waiting on <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44770031/will-a-fed-pivot-rekindle-the-bitcoin-bull-run-if-yes-expect-a-shift-in-institutional-sentiment-experts-say">potential Fed rate cuts</a> and market recovery for its next move.
Read Next:
<ul>
<li><a href="https://in.benzinga.com/markets/cryptocurrency/25/04/44733485/bitcoin-breaks-80000-but-artificial-rally-could-end-in-a-bear-market-in-september-analyst-warns">Bitcoin Breaks $80,000, But &#8216;Artificial Rally&#8217; Could End In A Bear Market In September, Analyst Warns</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Why Is Gold Outperforming Bitcoin?

MKTW

MarketWise shares are trading higher after the company provided preliminary Q1 billings and subscriber guidance.

MSPR

MSP Recovery shares are trading higher after the company announced it will eliminate $1.2 billion in liabilities through strategic partnerships and the creation of an independent servicer.

Jefferies analyst Yaron Kinar maintains WR Berkley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRB#NYSE">WRB</a>) with a Hold and raises the price target from $57 to $66.

Jefferies Maintains Hold on WR Berkley, Raises Price Target to $66

Press Releases

Sonim Launches the XP Pro 5G with Verizon: the Next Generation of Rugged

Commodities

Contracts

Orbic North America, LLC Announces Agreement in Principle to Acquire a Substantial Equity Ownership Position in Sonim Technologies, Inc.

Sonim Unveils All-New XP Pro Thermal 5G Smartphone at Mobile World Congress

Sonim Strengthens Its Leadership in Europe by Showcasing Latest Innovations at MWC 2025

Sonim Technologies Provides Update on Strategic Review Process and Addresses Market Speculation

Sonim Technologies Introduces the XP3plus 5G Feature Flip Phone; Certified for T-Priority

Sonim Technologies Announced as Latest "Verizon Frontline Verified" Partner

UPDATE: Sonim Technologies Announced as Latest "Verizon Frontline Verified" Partner

Sonim Technologies Reports Full Year 2024 Financial Results

Sonim Technologies, Inc. Special Committee Confirms Receipt of Unsolicited Proposal for $4.00 per Share in Cash

AstroNova

Boxlight Corporation - Class A Common Stock

Boxlight

Canaan

Foxx Development Holdings Inc. - Common Stock

Foxx Development Hldgs

Immersion

Eastman Kodak

Movano

One Stop Systems

CPI Card

Quantum

Socket Mobile

TransAct Technologies Incorporated - Common Stock

Transact Technologies

Turtle Beach

Xerox Holdings Corporation - Common Stock

Xerox Holdings

미국 증시는 월요일(31일) 혼조세를 보인 후 미국 지수 선물은 화요일(1일)에 상승과 하락 사이를 오갔다. 주요 벤치마크 지수 선물은 개장 전 거래에서 혼조세를 보였다.
도널드 트럼프 대통령이 상호관세 부과일인 4월 2일을 &#8216;해방의 날&#8217;로 지칭하는 움직임이 주가 하락에 영향을 미쳤다. S&amp;P 500 지수는 2025년 1분기 4.59% 하락한 반면, 나스닥 100 지수는 10% 이상 하락했다.
10년 만기 국채 수익률은 4.18%, 2년 만기 국채 수익률은 3.87%로, CME 그룹의 <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">FedWatch 도구</a>에 따르면 5월 회의까지 연준이 현재 금리를 유지할 가능성이 86.8%로 시장 가격이 형성되어 있다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>지수 선물</td>
<td>변화 (+/-)</td>
</tr>
<tr>
<td>나스닥 100</td>
<td>0.03%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.11%</td>
</tr>
<tr>
<td>다우존스</td>
<td>-0.21%</td>
</tr>
<tr>
<td>러셀 2000</td>
<td>-0.15%</td>
</tr>
</tbody>
</table>
</figure>
각각 S&amp;P 500 지수와 나스닥 100 지수를 추적하는 SPDR S&amp;P 500 ETF 신탁(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)과 인베스코 QQQ 신탁 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 화요일 개장 전 거래에서 혼조세를 보였다. SPY는 558.43달러로 0.17% 하락했으며, QQQ는 469.00달러로 0.071% 상승했다.
<h3>지난 세션의 신호</h3>
월요일 S&amp;P 500 지수는 필수소비재, 금융, 유틸리티 섹터가 상승을 주도한 반면 임의소비재 섹터는 하락했다.
다우지수는 트럼프의 관세 우려로 400포인트 이상 상승했지만 나스닥 지수는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)의 하락으로 떨어졌다.
3월에는 S&amp;P 500 지수가 5.8%, 나스닥 지수가 8.2%, 다우 지수가 4.2% 하락하는 등 주요 지수가 큰 폭으로 하락했다. 분기별로는 나스닥이 10.4%, 다우지수가 1.3% 하락했다.
경제지표 측면에서는, 시카고 구매관리자지수(PMI)는 상승했지만 댈러스 연은의 제조업 지수는 하락한 것으로 나타났다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>지수</td>
<td>변화 (+/-)</td>
<td>값(포인트)</td>
</tr>
<tr>
<td>나스닥 종합지수</td>
<td>-0.14%</td>
<td>17,299.29</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.55%</td>
<td>5,611.85</td>
</tr>
<tr>
<td>다우존스</td>
<td>1.00%</td>
<td>42,001.76</td>
</tr>
<tr>
<td>러셀 2000</td>
<td>-0.56%</td>
<td>2,011.91</td>
</tr>
</tbody>
</table>
</figure>
<h3>애널리스트의 인사이트</h3>
1분기 S&amp;P 500 지수가 4.59% 하락하며 37년 만에 분기 기준 글로벌 시장 대비 최대 하락폭을 기록한 후, 카슨 리서치의 수석 시장 전략가인 라이언 디트릭은 최신 엑스(X) 게시물에서 과거 데이터를 인용하며 "1분기 부진 이후 4월은 더 나은 성과를 보인다"고 말했다.
1분기 부진 이후 4월의 평균 수익률은 3.1%를 기록했지만, 1분기 부진 이후 연간 평균 수익률은 6.6%에 불과했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
The good news?
April does better after a weak Q1.
The bad news?
The rest of the year is weaker across the board after a weak Q1. <a href="https://t.co/HB069IYWiM">pic.twitter.com/HB069IYWiM</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1906932587127615987?ref_src=twsrc%5Etfw">April 1, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
반면 하이타워 어드바이저(Hightower Advisors)의 수석 투자 전략가이자 투자 솔루션 책임자인 스테파니 링크는 "나는 매수 중"이라고 말했다. 그는 미국이 경기침체에 빠지지 않았고, 소비 심리가 개선되었으며, 일자리, 임금, 저축률이 더 높다고 평가했다.
&#8220;모든 것이 완벽하지는 않지만, 기업의 주당 순이익(EPS)은 장기 평균 5%보다 더 나을 것&#8221;이라며 더 많이 사야 한다고 주장했다. 그의 추천 종목은 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), 넥스테라 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>), 타깃(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>), 그리고 그레이스톤 하우징 임팩트 인베스터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GHI#NYSE">GHI</a>)였다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
<a href="https://twitter.com/search?q=%24SPX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SPX</a> ended Q -4.6% w worst performance in 3 yrs w tech down double that. 
I'm buying &#8211; we are not in a recession, the consumer is in better shape vs prior slowdowns w solid jobs, wages and savings. Not all is perfect but corporate EPS will be better than the long term average…
&mdash; Stephanie Link (@Stephanie_Link) <a href="https://twitter.com/Stephanie_Link/status/1906860917519704402?ref_src=twsrc%5Etfw">April 1, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
트럼프 대통령의 발표로 인한 잠재적 관세에 대한 투자자들의 우려에도 불구하고 펀드스트랫의 톰 리는 시장이 과매도 상태이며 최악의 시나리오에서만 가격이 형성되고 있다고 주장하며 <a href="https://www.benzinga.com/25/03/44577203/tom-lee-says-markets-are-deeply-oversold-expects-bitcoin-to-lead-rebound-as-investors-fear-trumps-tariff-impact">시장 반등을 예측</a>했다. 그는 펀드 매니저들의 높은 불안감이 과도하며 발표 이후 시장 가시성이 높아지면 매도 압력이 완화되고 비트코인(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)이 잠재적으로 회복을 주도할 것으로 보고 있다.
<h3>다가오는 경제데이터 발표</h3>
화요일에 투자자들이 주목해야 할 경제지표는 다음과 같다.
<ul>
<li>토마스 바킨 리치몬드 연은 총재가 오전 9시(동부표준시)에 연설할 예정이다.</li>
<li>3월 S&amp;P 최종 미국 제조업 PMI는 오전 9시 45분(동부표준시)에 발표된다.</li>
<li>2월 건설 지출, 신규 고용, 3월 공급관리자협회(ISM) 제조업 데이터는 오전 10시(동부시간 기준)에 발표되며, 자동차 판매 데이터 발표 시간은 아직 미정이다.</li>
</ul>
<h3>주목할 만한 주식</h3>
<ul>
<li>울트라라이프 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULBI#NASDAQ">ULBI</a>): 화요일 장 마감 후 실적 발표를 앞두고 있다. 애널리스트들은 주당 3.22달러의 분기 실적과 2.34백만 달러의 매출을 예상하고 있다.</li>
<li>엔시노 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NCNO#NASDAQ">NCNO</a>): 화요일 장 마감 후실적 발표를 앞두고 있다. 19센트의 분기 주당순이익과 1억 4084만 달러의 매출이 예상된다.</li>
<li>스포츠맨스 웨어하우스 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPWH#NASDAQ">SPWH</a>): 화요일 장 마감 후실적 발표를 앞두고 있다. 애널리스트들은 주당 6센트의 분기 실적과 3억 2961만 달러의 매출을 예상하고 있다.</li>
<li>얼라러티 테라퓨틱스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALLR#NASDAQ">ALLR</a>): 2024회계연도 재무 실적을 발표했으며, 수익 예상치를 초과했다.</li>
<li>샤오펑 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>): 33,205대의 스마트 EV 인도로 268% 증가하며 5개월 연속 30,000대 이상을 달성하여 2.80% 상승했다. 1분기에는 94,008대의 스마트 EV를 인도하여 전년 대비 331% 증가했다.</li>
<li>PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>): 주당 3.27달러의 분기 실적을 발표하며 애널리스트의 예상 3.21달러를 초과했다. 분기 매출은 23억 7천만 달러로 애널리스트의 예상 23억 3천만 달러를 초과했다.</li>
<li>바이오어피니티 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIAF#NASDAQ">BIAF</a>): 2024년 매출이 270% 증가한 940만 달러로 확대되며 화요일 프리마켓에서 100% 이상 올랐다. 이는 의사의 채택 증가와 메디케어 보장에 의해 1,400% 증가한 사이패스 렁(CyPath Lung) 주문 때문이었다.</li>
<li>마이크로바스트 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MVST#NASDAQ">MVST</a>): 2024회계연도 매출이 3억 7980만 달러로 기록적인 성과를 거두며 23.9% 증가했으며, 4분기 매출도 기록적인 1억 1340만 달러에 달했다.</li>
<li>클라우다스트럭처 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSAI#NASDAQ">CSAI</a>): 2024년 강력한 재무 실적을 보고하며 매출이 전년 대비 125% 증가한 140만 달러로 상승하며 36.26% 상승했다. 이 회사는 모든 부문에서 고른 성장을 이뤘다.</li>
<li>소님 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SONM#NASDAQ">SONM</a>): 4분기 매출이 12% 증가한 1,500만 달러로 17.29% 상승했지만, 2024회계연도 매출은 전략적 변화로 인해 38% 하락한 5,830만 달러에 그쳤다. 2024년의 주요 성과로는 신제품 출시와 중요한 기업 거래가 포함된다.</li>
</ul>
<h3>원자재, 금, 글로벌 주식 시장</h3>
원유 선물은 뉴욕 장 초반에 0.39% 하락한 배럴당 71.20달러에 거래되었다.
금 현물 미국 달러는 0.27% 상승한 온스당 3,132.53달러를 기록했다. 사상 최고치는 온스당 3,149.03달러였다. 미국 달러 지수 현물은 0.02% 하락한 104.188을 기록했다.
화요일 아시아 증시는 인도의 BSE 센섹스 지수를 제외하고 모두 상승세로 마감했다. 중국 CSI 300, 홍콩 항셍지수, 한국 코스피, 일본 닛케이 225, 호주 ASX 200 지수는 상승했다. 유럽 증시는 장 초반 대부분 상승세를 보였다.
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미국 증시, 부진한 1분기 이후 개장 혼조세 전망...전문가 "4월에는 더 나아질 것"

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Sonim Technologies

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화요일, 4월 01, 2025

사람들이 또한 지켜본다

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