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Run · 2026-05-14 · 인플레이션

01KRKF4V9M1RSA98KJ9W2Q6R0S

Top picks

#TickerScore 진입 / 손절 / 목표Reasoning
1 ALB 0.85 $191.18 / $183.50 / $203.00 Materials sector aligns with inflation regime; strong news catalyst (data center lithium demand) supports technical breakout (5MA>20MA) despite elevated RSI.
2 AMCR 0.82 $38.85 / $37.20 / $41.50 Materials sector benefits from inflation; technical setup (5MA>20MA) is clean with low RSI (45), offering room for upside without being overextended.
3 APD 0.80 $302.14 / $290.00 / $320.00 Materials sector with strong technicals (5MA>20MA) and neutral RSI (54); industrial gas demand provides a defensive yet growth-oriented hedge in inflation.
4 AFL 0.78 $116.44 / $111.00 / $124.00 Financials are favored in inflation; technical breakout (5MA>20MA, BB 상단) with moderate RSI (61) suggests momentum without extreme overbought conditions.
5 ARE 0.75 $47.33 / $45.50 / $50.50 Real Estate often hedges inflation; technical setup (5MA>20MA) with neutral RSI (55) offers a contrarian entry in a sector that has been beaten down.

Regime evidence

{
  "favored_sectors": [
    "Energy",
    "Materials",
    "Financials"
  ],
  "gold_5d_chg": -0.0012978445100823984,
  "oil_5d_chg": 0.06940198291839597,
  "tnx_5d_chg": 0.014799539491712458,
  "usd_5d_chg": 0.003633610771509224,
  "vix_5d_chg": 0.05796251613233917,
  "vix_now": 18.06999969482422
}