[시장함께읽기] 7월 2일, 메타가 AI 투자를 줄인다고? 시장은 진짜로 믿어 버렸다(메타 AI 임대 사업 시작, 증시 하락 배경, 반도체장비, 화장품, 엔터, 카지노, 호텔)

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