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외환/환율 📈 긍정적

Micron results tonight

요약

EU mid-market update: Bunds borrow Williams's relief while French inflation and record 2027 supply push OATs wider; Iran talks move from sanctions rhetoric to sequencing as December's Brent below $100; DeepSeek/Huawei remove a large part of the CUDA switching cost; Micron results tonight.