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์Šคํ‹ฐ๋ธ ์ฝ”์–ธ

Point72 Asset Management

์Šคํ‹ฐ๋ธ ์ฝ”์–ธ์€ ์›ŒํŠผ์Šค์ฟจ ์ถœ์‹ ์œผ๋กœ, ์„ธ๊ณ„ ์ตœ๊ณ ์˜ ํ—ค์ง€ํŽ€๋“œ ๋งค๋‹ˆ์ € ์ค‘ ํ•œ ๋ช…์œผ๋กœ ํ‰๊ฐ€๋ฐ›์Šต๋‹ˆ๋‹ค. ๊ทธ๋Š” 1992๋…„ SAC ์บํ”ผํ„ธ(SAC Capital)์„ ์„ค๋ฆฝํ–ˆ์œผ๋ฉฐ, ์ดํ›„ ํšŒ์‚ฌ๋ฅผ Point72๋กœ ์ด๋ฆ„์„ ๋ณ€๊ฒฝํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ํšŒ์‚ฌ๋Š” ์—ฐํ‰๊ท  ์ˆ˜์ต๋ฅ  30% ์ด์ƒ์„ ๊ธฐ๋กํ•ด์™”์œผ๋ฉฐ, 2023๋…„์—๋Š” ์ฃผ๋ ฅ ํŽ€๋“œ๊ฐ€ ์•ฝ 11%์˜ ์ˆ˜์ต๋ฅ ์„ ๋‹ฌ์„ฑํ–ˆ์Šต๋‹ˆ๋‹ค.

๋ณด์œ  ์ฃผ์‹
์ž์‚ฐ ๊ทœ๋ชจ
% Top 10
3904
$57.34B
13.47%
์ตœ์‹ 2025Q3
์ตœ๋‹ค ๋งค์ˆ˜GERN (US)
์ตœ๋‹ค ๋งค๋„CFLT (US)

์ตœ์‹  ๋ณ€๋™ ์‚ฌํ•ญ

์ธ๋””์ผ€์ดํ„ฐ
์ตœ์‹  (2026Q1)
๊ณผ๊ฑฐ (2025Q4)
๋ณ€๋™
์‹œ๊ฐ€ ์ด์•ก (๋ฐœํ–‰ ๋‚ ์งœ)
54.08B
60.03B
-9.92%
๋ณด์œ  ์ฃผ์‹
1790
1890
-5.29%
๋งค์ˆ˜
1151
1235
-6.80%
๋งค๋„
624
643
-2.95%

๋ถ€๋ฌธ ๋ฐฐ๋ถ„

๋ฒˆํ˜ธ
์ด๋ฆ„
% ํฌํŠธ๋น„์ค‘
๊ฑฐ๋ž˜ ์ฃผ์‹ ์ˆ˜
์‹œ๊ฐ€ ์ด์•ก (๋‚ ์งœ)
์‹œ๊ฐ€ ์ด์•ก
๋ณด์œ  ์ฃผ์‹
๋ฐœํ–‰์ผ
๊ด€์‹ฌ ๋ชฉ๋ก
2.30%
-2.40M
$1.32B
$1.08B
6.21M
2026-03-31
๎™›
1.80%
-295.24K
$1.03B
$789.10M
3.79M
2026-03-31
๎™›
1.40%
-1.01M
$803.66M
$639.45M
5.21M
2026-03-31
๎™›
1.30%
-26.11K
$744.29M
$615.24M
465.80K
2026-03-31
๎™›
1.22%
+1.92M
$702.11M
$297.91M
3.17M
2026-03-31
๎™›
1.22%
-590.25K
$701.42M
$514.62M
1.66M
2026-03-31
๎™›
1.18%
-531.85K
$677.07M
$534.08M
1.80M
2026-03-31
๎™›
1.10%
-2.81M
$627.85M
$501.93M
1.49M
2026-03-31
๎™›
1.02%
+1.24M
$586.17M
$446.95M
1.31M
2026-03-31
๎™›
10
Equinix REIT Ord Shs (US)
EQIX
0.91%
-236.42K
$521.65M
$477.79M
487.42K
2026-03-31
๎™›

์ตœ์‹  ๊ฑฐ๋ž˜ ๎˜

๋ฒˆํ˜ธ
์ด๋ฆ„
๋™์ž‘
๊ฑฐ๋ž˜ ์ฃผ์‹ ์ˆ˜
% ๋ณ€๋™๋ฅ 
์ด ๋ณด์œ  ์ฃผ์‹ ์ˆ˜
์‹œ๊ฐ€ ์ด์•ก (๋‚ ์งœ)
๋ฐœํ–‰์ผ
๊ด€์‹ฌ ๋ชฉ๋ก
๋งค์ˆ˜
+20.46M
+84.60%
24.19M
$30.48M
2026-03-31
๎™›
๋งค๋„
-16.61M
-49.90%
50.54K
$57.11K
2026-03-31
๎™›
๋งค๋„
-12.40M
-48.60%
734.43K
$18.28M
2026-03-31
๎™›
๋งค๋„
-10.62M
-36.40%
7.90M
$123.91M
2026-03-31
๎™›
๋งค์ˆ˜
+10.51M
+255.60%
4.11M
$22.64M
2026-03-31
๎™›
๋งค๋„
-10.08M
-49.20%
348.12K
$720.60K
2026-03-31
๎™›
๋งค๋„
-9.27M
-49.70%
118.91K
$444.72K
2026-03-31
๎™›
๋งค์ˆ˜
+8.08M
+90.80%
8.90M
$326.35M
2026-03-31
๎™›
๋งค์ˆ˜
+7.53M
+134.10%
5.62M
$12.19M
2026-03-31
๎™›
๋งค๋„
-7.08M
-35.40%
5.84M
$25.71M
2026-03-31
๎™›

๋ณด์œ  ์„ฑ๊ณผ

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์œ„ํ—˜ ๊ฒฝ๊ณ : ์ €ํฌ ์›น์‚ฌ์ดํŠธ์™€ ๋ชจ๋ฐ”์ผ ์•ฑ์€ ํŠน์ • ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ผ๋ฐ˜์ ์ธ ์ •๋ณด๋งŒ์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค. Finsights๋Š” ์žฌ์ •์  ์กฐ์–ธ์ด๋‚˜ ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜์ง€ ์•Š์œผ๋ฉฐ, ์ด๋Ÿฌํ•œ ์ •๋ณด ์ œ๊ณต์ด Finsights๊ฐ€ ๊ธˆ์œต ์กฐ์–ธ์ด๋‚˜ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜๋Š” ๊ฒƒ์œผ๋กœ ํ•ด์„๋˜์–ด์„œ๋Š” ์•ˆ ๋ฉ๋‹ˆ๋‹ค.
ํˆฌ์ž ์ƒํ’ˆ์€ ํˆฌ์ž ์›๊ธˆ ์†์‹ค์„ ํฌํ•จํ•œ ์ƒ๋‹นํ•œ ํˆฌ์ž ์œ„ํ—˜์— ๋…ธ์ถœ๋˜์–ด ์žˆ์œผ๋ฉฐ, ๋ชจ๋“  ์‚ฌ๋žŒ์—๊ฒŒ ์ ํ•ฉํ•˜์ง€ ์•Š์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ํˆฌ์ž ์ƒํ’ˆ์˜ ๊ณผ๊ฑฐ ์„ฑ๊ณผ๋Š” ๋ฏธ๋ž˜ ์„ฑ๊ณผ๋ฅผ ๋ณด์žฅํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.
Finsights๋Š” ์ œ3์ž ๊ด‘๊ณ ์ฃผ๋‚˜ ์ œํœด์‚ฌ๊ฐ€ ์ €ํฌ ์›น์‚ฌ์ดํŠธ๋‚˜ ๋ชจ๋ฐ”์ผ ์•ฑ ๋˜๋Š” ๊ทธ ์ผ๋ถ€์— ๊ด‘๊ณ ๋ฅผ ๊ฒŒ์žฌํ•˜๊ฑฐ๋‚˜ ์ „๋‹ฌํ•  ์ˆ˜ ์žˆ๋„๋ก ํ—ˆ์šฉํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์‚ฌ์šฉ์ž๊ฐ€ ๊ด‘๊ณ ์™€ ์ƒํ˜ธ์ž‘์šฉํ•˜๋Š” ๋ฐฉ์‹์— ๋”ฐ๋ผ ์ด๋“ค๋กœ๋ถ€ํ„ฐ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
ยฉ ์ €์ž‘๊ถŒ: FINSIGHTS MEDIA PTE. LTD. ๋ชจ๋“  ๊ถŒ๋ฆฌ ๋ณด์œ