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At 9:59 a.m. ET on the 2nd, the Dow was up 268.16 points (0.51%) at 53,035.04 and the S&P 500 rose 10.99 points (0.14%) to 7,642.46, while the Nasdaq slipped 8.63 points (0.03%) to 26,091.15 as fighting between the US and Iran continued. The split tape shows dip-buying concentrated in cyclicals and defensives rather than a broad risk-on move: high-beta tech is lagging because an open Middle East conflict keeps an energy-price and term-premium tail risk in the market, the same channel that pressures BTC and ETH through Nasdaq beta and liquidity conditions. Watch crude and gold for the cleaner geopolitical signal, plus any escalation touching Hormuz shipping; if oil breaks higher and UST yields follow the inflation impulse, the current dip-buying bid in equities and crypto is the first thing to fade.
As a Market signal, watch whether it changes price action, volatility, or flows around DJI, IXIC, CL=F.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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