미국 대선이 공급망과 경제에 미치는 영향

South Korea’s biggest company looked poised to ride the AI boom, until it missed its window and disappointed investors: Here’s your Evening Briefing https://t.co/zRQtXNFXcX

— BN Commodities (@BNCommodities) October 30, 2024

 

Hyundai Motor Co. unveiled a new hydrogen-powered vehicle called Initium, which it aims to release in the first half of next year as part of its broader push into the clean-burning gas https://t.co/xaEMttgtwx

— BN Commodities (@BNCommodities) October 31, 2024

 

Today in Bloomberg Deals: Ex-Goldman banker takes on Korea’s chaebol, BlackRock nears a long-awaited private credit bonanza and Saudi is set to back Brookfield's Mideast fund https://t.co/PHPZwF7bPk

— BN Commodities (@BNCommodities) October 30, 2024

 

Commodity giant Trafigura faces $1.5 billion hit after Mongolia fraud probe https://t.co/5saRF6ijoB

— ST Business Desk (@stbusinessdesk) October 31, 2024

 

US crypto exchange Coinbase committed another $25 million of funding to Fairshake, an influential political action committee for the digital-asset industry https://t.co/yX1UImJ15R

— Bloomberg Technology (@technology) October 31, 2024

 

What do the WiseTech and Mineral Resources scandals mean for shareholders - and for the reputation of our financial markets? @ByRebeccaJones talks to @AngusWhitley1 about the takeaways for corporate governance in Australia. https://t.co/1TqNhOFbgb

— Bloomberg Podcasts (@podcasts) October 31, 2024

 

수개월에 걸친 협상, 보복 위협, 자동차 업계 로비 끝에 유럽연합은 중국산 '전기차'에 더 높은 '관세'를 부과했습니다. 벨류체인의 '중국' 의존도가 높은 '윤석열'이 국가 전략산업이라고 말한 '배터리'(이차전지·양극재) '어떻게 될까'요?

 

Our presidential forecast now puts Kamala Harris level with Donald Trump.

The sharp move can be explained by a large volume of new polls and how little time is left before the election https://t.co/LvMIyjdr6C 👇

— The Economist (@TheEconomist) October 31, 2024

 

Top Republicans in charge of tax legislation are preparing to pass major parts of the GOP agenda through the budget reconciliation process. https://t.co/imz6tAzL5A

— Bloomberg Tax (@tax) October 31, 2024

 

Donald Trump plans to:

–Give billionaires and corporations massive tax cuts
–Cut Social Security and Medicare
–Get rid of the $35 cap on insulin for seniors
–Let companies deny overtime pay for workers
–Impose a Trump Sales Tax (costing the average American $4,000 more a year)

— Kamala Harris (@KamalaHarris) October 31, 2024

 

Rumors and conspiracy theories interfered with recovery efforts in North Carolina. It wasn’t a one-off, experts say. https://t.co/Lqm5SLHx9F

— Bloomberg Law: Environment (@environment) October 31, 2024

 

Donald Trump says “tariff” is his favorite word, campaigning on a bet that steep import levies will force manufacturers to move factories to the US https://t.co/K4Zk5UJTvJ

— Bloomberg Asia (@BloombergAsia) October 30, 2024

 

관세를 최대 45%까지 인상하는 '이번 조치'는 무역 보호주의가 유권자들의 주요 고려 사항인 '미국 선거'를 앞두고 세계 최대 수출국 간의 '무역 긴장'을 고조시킬 위험이 있습니다. 이 문제에 정통한 사람들에 따르면 새로운 '관세'가 발효된 후에도 '중국'과 EU 간의 대화는 계속될 것이지만, 미국 투표가 집계되고 승자가 선언되기 전까지는 거의 이루어지지 않을 것으로 예상됩니다.

 

There’s a growing divide in the $530 billion chip industry between the companies that are riding the AI wave and those that aren’t https://t.co/ZHMh2eGzPP

— Bloomberg (@business) October 20, 2024

 

AMD revenue forecast and AI chip sales fails to impress Wall Street https://t.co/rlx8ZvclDI pic.twitter.com/9I4HjU4IqL

— Reuters (@Reuters) October 29, 2024

 

South Korea’s semiconductor production fell from a year earlier for the first time in more than a year, in another sign that a boom cycle fueled by artificial intelligence development worldwide may be starting to cool https://t.co/3bvlBRIz4N

— Bloomberg Economics (@economics) October 31, 2024

 

Samsung to focus on high-end chips to improve earnings after disappointing results https://t.co/jVIbWqBfTs pic.twitter.com/EYUtE52OxO

— Reuters (@Reuters) October 31, 2024

 

Samsung falls short of expectations as chipmaker fails to reap AI benefits https://t.co/RziEAZMove

— Financial Times (@FT) October 31, 2024

 

Arm Holdings to cancel Qualcomm chip design license, Bloomberg News reports https://t.co/4wvM06uTvn pic.twitter.com/SiXC3Skkf6

— Reuters (@Reuters) October 23, 2024

 

OpenAI is working with Broadcom to develop a new artificial intelligence chip specifically focused on running AI models after they’ve been trained https://t.co/PT5yccoNx7

— Bloomberg Technology (@technology) October 29, 2024

 

적어도 현재로서는 일부 '중국' 생산업체가 단념하지 않은 것으로 보입니다. 블룸버그 뉴스는 '중국' 최대 전기차 제조업체인 비야디(BYD)가 스텔란티스(Stellantis)의 전 영국 CEO를 고용하여 이 지역 '확장'을 주도할 유럽 경영진 팀을 구성하고 있다고 보도했습니다. 스텔란티스의 세 번째 유명 임원으로, 최근 몇 주 동안 BYD로 승진했습니다.

 

Why Nvidia is a generational investment opportunity: "It's not everyday you get a chance to rearchitect the plumbings of the computer infrastructure."

More on Opening Bid: https://t.co/QqVsI3LilJ pic.twitter.com/wmhKIVYGsy

— Yahoo Finance (@YahooFinance) October 27, 2024

 

Sakura Internet is loading up on Nvidia GPUs to meet demand for AI in Japan, where customers' need for power trumps concerns about costs https://t.co/1kNXLXIn58

— Bloomberg Technology (@technology) October 30, 2024

 

Trade-tracking data show a little-known Indian drugmaker is selling Dell servers with powerful Nvidia chips to Russia, underscoring holes in western government attempts to shut off Moscow's access to tech with potential military applications https://t.co/NcDqg3R4I5

— Bloomberg Technology (@technology) October 31, 2024

 

📈 Monitor the Magnificent Seven on our dashboard: As a group, Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla racked up the lion’s share of the market’s gains in recent years, roaring to nearly one-third of the S&P 500’s total capitalization https://t.co/pVRe2rrk6t pic.twitter.com/f3P69A2lMh

— Reuters (@Reuters) October 31, 2024

 

White House "strongly condemns" North Korean missile test https://t.co/0L7c0ibzqR

— The Hill (@thehill) October 31, 2024

 

Traders will be hoping that the festival of lights revives the bullish streak in stocks. The upcoming Swiggy IPO may join the grim history of large-sized listings in India. Read for free with your email on what else could move markets today https://t.co/bvcQCTE7BN

— Bloomberg Asia (@BloombergAsia) October 31, 2024

 

HAPPENING NOW: What really led to Modi and Xi’s breakthrough meeting? And why is China mending ties with other nations right before the US election?

Join our reporters in the Bloomberg Live Q&A https://t.co/VPpE1dXplA pic.twitter.com/yoH4pN9DrN

— Bloomberg Economics (@economics) October 31, 2024

 

'밈' 유행에 숟가락만 얹는 식의 의미 없는 '가짜 패러디'를 하다 보니 코미디란 이름으로 가해가 이뤄지는 것"#코미디 #밈 #SNL #나는솔로 #한국일보 https://t.co/lCY3tMB1Rr

— 한국일보 (@hankookilbo) October 31, 2024

 

 

 

'중국' 상무부는 부과금을 도입하는 규정이 EU 공식 저널에 게재된 후에도 여전히 '관세'에 대해 EU와 허용 가능한 해결책을 찾기를 희망한다고 밝혔습니다. '중국'은 자국 기업의 권리를 방어하기 위해 필요한 모든 조치를 '취할 것'이라고 덧붙였습니다.

 

Leading 🇺🇸 U.S. Mission to NATO has been the opportunity of a lifetime, especially for this lifelong #NATONerd.

Three years ago, President Biden sent me to Brussels to revitalize the Alliance. Amidst challenges both expected and unexpected, this has been the job of a… pic.twitter.com/Zuc0TsnaED

— Ambassador Julianne Smith (@USAmbNATO) October 22, 2024

 

The closing of renowned Berlin clubs Watergate and Renate spells trouble for the city’s nightlife, says @chrismbryant https://t.co/XEwzB3DZaG

— Bloomberg Opinion (@opinion) September 27, 2024

 

As Trump’s shadow looms over Europe, Berlin should try a dose of self-help that Paris can’t, @LionelRALaurent says https://t.co/AG6KlVcmEx

— Bloomberg Opinion (@opinion) October 30, 2024

 

The in-demand costume this #Halloween! What are you dressing up as tomorrow?

40/40 Expert Marksman, 600 ACFT Score, and living the Army values. No Article 15 here—just pure, unadulterated perfection! 🎃💪 #ArmyGoals #HalloweenHumor pic.twitter.com/sq7l9qVb7B

— U.S. Army Pacific (@USARPAC) October 31, 2024

 

브뤼셀(Brussels)에서는 협상이 타결되지 않으면 다음 달부터 '중국'이 유럽 상품에 대한 보복을 시작할 것으로 '예상'하고 있습니다. 이는 대체 가격 협상에 대한 합의를 원하는 '베를린'(Berlin)과 같은 정부 관리들에게 압력을 더욱 강화할 가능성이 높습니다.

 

How a fatal listeria outbreak, a plant shutdown and a nasty beef among the founding families has left the billion-dollar deli meat empire in peril.
Read more: https://t.co/kzlSInfstd pic.twitter.com/slpZxdqfNK

— Forbes (@Forbes) October 28, 2024

 

The bird flu outbreak that has been spreading in dairy cows has been found in at least one pig on a backyard farm in Oregon, the first detection of the H5N1 virus in swine in the United States, the U.S. Department of Agriculture said Wednesday. https://t.co/mbtkd25BKl

— The Washington Post (@washingtonpost) October 31, 2024

 

Albanese defends Qantas upgrades. Read today's Australia Briefing, by @ainsley_thomson for your daily dose of the best of Bloomberg https://t.co/4MIY23ypxB

— Bloomberg Markets (@markets) October 28, 2024

 

Australia will spend A$21 billion to domestically produce long-range strike missiles. Read today's Australia Briefing for your daily dose of the best of Bloomberg from Down Under and around the world. https://t.co/wRXXhdPVsX

— Bloomberg Asia (@BloombergAsia) October 29, 2024

 

Australia said it was boosting its missile defense capability amid "significant concerns" about China's test of an ICBM in the South Pacific and will bolster weapons stockpiles and exports to security partners as the region enters a new "missile age."https://t.co/lsC5dv1Rts pic.twitter.com/6GItIEEBjG

— Voice of America (@VOANews) October 31, 2024

 

또 다른 큰 문제는 '중국'이 어떻게 대응할 것인가 하는 것입니다. 지금까지 '중국'은 유럽에 대한 투자를 억제하겠다고 위협해 왔지만, 대부분 규정 범위 내에서 행동하여 유제품, 돼지고기, 브랜디에 대한 자체 조사를 '시작'하고 대형 엔진이 장착된 자동차에 대한 관세를 2018년 수준으로 되돌릴 수 있다고 경고했습니다.

 

Volkswagen's top labor leader says Europe's biggest automaker plans to close at least three factories in Germany to reduce costs and become more competitive https://t.co/jIC7500AGI

— Bloomberg Economics (@economics) October 28, 2024

 

Volkswagen is embarking on an unheard-of German restructuring in what amounts to comeuppance for having allowed issues at its namesake brand to fester for years https://t.co/dBxSaE2JFj

— Bloomberg Markets (@markets) October 29, 2024

 

Volkswagen's operating margin shrinks to the lowest since the Covid-19 pandemic forced the carmaker to idle production and shutter showrooms https://t.co/lZHlSNokhy

— Bloomberg Markets (@markets) October 30, 2024

 

Volkswagen says it’s seeking 10% pay cuts and other measures to shore up its brand, while avoiding factory closures in Germany https://t.co/WXeixO4T1d

— Bloomberg Economics (@economics) October 30, 2024

 

China’s factory activity unexpectedly expanded after five months of contraction, suggesting recent stimulus efforts may have begun to boost growth momentum https://t.co/sbtnqtRsf7

— Bloomberg Asia (@BloombergAsia) October 31, 2024

 

유럽의 '우려'는 '중국'이 전기차 배터리를 만드는 데 필요한 희토류와 같은 중요한 수출을 제한하는 등 보다 징벌적인 조치를 취하기 시작했다는 점입니다. 이는 양측 기업의 무역 경쟁이 훨씬 더 큰 피해로 확대될 수 있습니다. 현재로서는 '중국'과 브뤼셀 모두 '미국 선거' 결과에 주목하고 있습니다.

 

Unhinged and unstable pic.twitter.com/s6foB0t53L

— Kamala HQ (@KamalaHQ) October 28, 2024

 

An increasingly unstable geopolitical landscape has upended the post-Cold War dynamic, with the US-China rivalry helping remake the pathways of global trade. But as some nations choose sides, a few are taking advantage of the situation (via @SDonnan) https://t.co/8jRWtePrvQ

— Bloomberg Economics (@economics) October 30, 2024

 

Donald Trump is increasingly unstable and unhinged.

He is seeking unchecked power in his second term, he has promised retribution and jail time for his political opponents, and he has violated his oath to uphold the Constitution of the United States.

— Kamala Harris (@KamalaHarris) October 28, 2024

 

An increasingly unstable geopolitical landscape has upended the post-Cold War dynamic, with the US-China rivalry helping remake the pathways of global trade.

But as some nations choose sides, there are a few who are taking advantage of the situation https://t.co/q54835azrr pic.twitter.com/aHcPItdLf5

— Bloomberg Originals (@bbgoriginals) October 29, 2024

 

Donald Trump is unstable, obsessed with revenge, and out for unchecked power.

He's not thinking about how to make your life better.pic.twitter.com/nUmXSPqZZ7

— Kamala Harris (@KamalaHarris) October 30, 2024

 

'Donald Trump'와 그의 EU와 '중국'에 대한 '관세' 부과 약속이 백악관으로 돌아온다면, 곧 관심의 일부를 대서양(Atlantic)으로 전환해야 할 수도 있습니다.

 

▲ ★블로그에 '글 썼다'고 '형사기소'한 미·한 '증시 논란'의 박근혜 전 대통령, 최순실 씨 '국정농단' 수사 팀장 '윤석열'과 '국정농단' '저지른' '김건희'의 특권 폐지'와 '탄핵' 및 '트럼프·머스크' '감옥' 운동 중입니다.★

▲ '블로그'의 모든 글은 저작권법의 보호를 받습니다. 어떠한 '상업적인 이용'도 허가하지 않으며, 이용('불펌') 허락을 하지 '않습니다'.

▲ 사전협의 없이 본 콘텐츠 무단 도용, 전재 및 복제, 배포를 금합니다. 이를 어길 시 '민, 형사상' '책임'을 질 수 있습니다.