알리, 테무 못 당한다. 테슬라, K-배터리는 자신있나?

The CIA said Saturday that it now favors a Chinese laboratory leak as the mostly likely origin of the coronavirus pandemic, the latest development in the still-simmering debate over the virus and the nation’s response. https://t.co/mWm0LCUTFK

— The Washington Post (@washingtonpost) January 26, 2025

 

🚨Just In: Nasdaq 100 futures $QQQ fall over 1% as investors react to the #DeepSeek AI release.

It seems like a cheap ChatGPT knock off for the most part. pic.twitter.com/MPupuqfeGl

— Jesse Cohen (@JesseCohenInv) January 26, 2025

 

DeepSeek's iOS app is now the top free app in Apple's App Store in the US, just ahead of ChatGPT (@anthonyha / TechCrunch)https://t.co/a9Er5zYHOVhttps://t.co/ccPgzQyCb2https://t.co/ZOzeer2dpR

— Techmeme (@Techmeme) January 26, 2025

 

 

'한국'에서 3년 전 중국 엔데믹에 내수를 살리겠다던 테마가 보복 소비였습니다. 그 당시 코로나 19에 폐업에 몰렸던 업종 중에 헬스장들은 회원권 할인 발행 후 환불 없이 폐업, 여행사들도 패키지 할인 발행 및 환불을 해주지 않아 논란이 됐습니다.

 

South Korean prosecutors indicted impeached President Yoon Suk Yeol for leading an insurrection. If convicted, he could face years in prison for his shock martial-law decree https://t.co/phx7VLNICD pic.twitter.com/XRetaXIWDA

— Reuters (@Reuters) January 26, 2025

 

In September, Seoul’s fine dining scene got a big boost with the premiere of hit Netflix cooking competition Culinary Class Wars. @sunny_newsiee reports on how the show continues to influence Korean diners and increase revenue for operators https://t.co/JsZg3MpVgA pic.twitter.com/HgQx5sT1nV

— Bloomberg (@business) January 26, 2025

 

Senior executives of Korea Zinc seek to strike a conciliatory tone and offer to cooperate with the company’s top shareholder and suitor, even after a stormy investor meeting where the metals giant sought to restrict voting rights https://t.co/7AP3yF8yJR

— Bloomberg Markets (@markets) January 24, 2025

 

 

코로나 19를 겪은 소비자들이  저가에 몰려 가격 경쟁이 시작됐는데 숙박, 레포츠를 결합한 저가 항공사 패키지 등 '논란'이 쌓여 터진 게 '알리, 테무' 사태였습니다. 예를 들면 똑같은 제품을 '한국'에서 2~3배는 기본이고 확인한 것만 5배에서 10배까지 팔고 있으니 경쟁이 '되질 않죠'.

 

The bond market is expected to remain stable as the Fed holds interest rates steady and Jerome Powell emphasizes a data-dependent approach https://t.co/ePApoUImhu

— Bloomberg Economics (@economics) January 26, 2025

 

Greeted with loud cheers, Elon Musk virtually delivered a short speech Saturday at a rally for the far-right Alternative for Germany (AfD) party, where he urged the crowd to not be ashamed of their country’s history. https://t.co/gWIU805Ufg

— The Washington Post (@washingtonpost) January 26, 2025

 

Risky bonds are outperforming safe ones in periods of volatility due to an increasing focus on interest income, or carry in industry parlance. https://t.co/Wv7Dwjn7aZ

— Bloomberg Markets (@markets) January 25, 2025

 

 

알리의 경우 현지 도매가라 최소 구매 갯수가 제한되는 경우가 있고 테무는 최소 구매 액수가 제한되는 경우가 있습니다. 결재 부분은 환차손이 이유로 보이는 달러 결재를 받지 않고 올해 '1,400원' ~ '1,500원' 대로 전망되고 있는 원화 결재만 받습니다.

 

President-elect Donald Trump said he would create an “External Revenue Service” tasked with collecting tariffs on foreign imports, the latest indication that the Republican aims to carry out his promises for sweeping trade levies when he retakes office. https://t.co/f7OYRtnDMR

— Bloomberg Economics (@economics) January 15, 2025

 

Another showdown is looming in global trade — and this one has nothing to do with Donald Trump https://t.co/FxIkt767Pr

— Bloomberg Economics (@economics) January 26, 2025

 

Emerging market investors are turning increasingly wary of carry trades as the threat of US tariffs and the prospect of further dollar gains squeeze returns https://t.co/QDBKVHOE1r

— Bloomberg Economics (@economics) January 26, 2025

 

 

중국은 경제가 좋지 않다는 것은 다들 아는 사실이고 내수가 워낙 좋지 않아 '트럼프'의 관세 압박과 무관하게 수출로 물량 밀어내기를 해야하는 상황입니다. '테슬라'(TSLA)의 경우 미국 '자동차 부품' 수입의 약 50%가 캐나다와 멕시코에서 발생하며, 안전벨트와 에어백과 같은 부품에 대한 의존도는 80% 이상으로 더욱 높습니다.

 

Colombia's humanitarian catastrophe as tens of thousands of people flee guerrilla violence threatens to become another irritant in his relations with the US https://t.co/pgx0NwTxm3

— Bloomberg Economics (@economics) January 24, 2025

 

Colombia will reject deportation flights from the US after Brazil decried the treatment of migrants arriving handcuffed and shackled https://t.co/d2TgM1WH7w

— Bloomberg Economics (@economics) January 26, 2025

 

The dollar started the week with modest gains after President Donald Trump imposed tariffs on Colombia for refusing to allow deported migrants land in the country https://t.co/GGVBTEclMe

— Bloomberg (@business) January 26, 2025

 

 

여기에 전기차 세액공제를 폐지한 '트럼프'가 FEME까지 폐지했죠. 미국 시장에선 비싸졌고 '아시아' 시장에선 중국 전기차 업체들과 경쟁을 해야하는데 경기침체 중인 유럽에선 '트럼프'에 보복 관세를 예고했고 '독일'에선 불매 운동까지 나타나 올해 '하락 주의' 종목 '테슬라'의 1분기 실적이 기대가 되고 있습니다.

 

Exxon filed a lawsuit alleging that California Attorney General Rob Bonta and several environmental groups made defamatory comments about the oil company’s ability to recycle plastic https://t.co/eEPZoUMGz3

— Bloomberg (@business) January 7, 2025

 

House Republicans from New York, California, and New Jersey unhappy with a cap on state and local tax deductions cast talks on the issue with Donald Trump as “positive” but described no firm commitments from the president-elect. https://t.co/PcPVZYbrrU

— Bloomberg Tax (@tax) January 13, 2025

 

The Sepulveda Fire began in the Bel-Air neighborhood just after 12:30 a.m. local time, according to the California Department of Forestry and Fire Protection. The fire grew to 20 acres within an hour.

As of Thursday morning, it was zero percent contained. https://t.co/A0qLntLyla

— The Washington Post (@washingtonpost) January 23, 2025

 

 

이게 무슨 상황이냐? 예를 들면, 한국에서 '윤석열'이 '잼버리 파행'을 이유로 국책사업인 '새만금 개발'과 관련해서 '전라북도' 예산을 삭감한 적이 있는데, 복귀한지 며칠이나 됐다고 '헌법 수정'으로 종신 집권 속내가 드러난 '트럼프'가 사람이 24명이나 '시체'로 발견 된 캘리포니아주 L.A 산불 사태를 계기로 차기 대권주자로 꼽히는 '개빈 뉴섬' 지사를 견제하며 '이민법'으로 민주당 텃밭에 연방정부 재정 지원을 삭감하려는 의도로 해석됩니다.

 

Elon Musk asked a federal judge to dismiss a proposed class action by voters who said the world's richest person defrauded them into signing a petition to support the US Constitution for a chance to win his $1 million-a-day giveaway https://t.co/Ie5pOCwRsw

— Reuters (@Reuters) January 27, 2025

 

What to watch for in Tesla's upcoming earnings report, the prospect of a Bitcoin reserve and more to get you prepped for the week ahead. https://t.co/gGZylCWV30

— Bloomberg Politics (@bpolitics) January 26, 2025

 

Momentum is growing among President Trump’s advisers to place 25% tariffs on Mexico and Canada as soon as Saturday https://t.co/7A3YzdwjWw

— The Wall Street Journal (@WSJ) January 27, 2025

 

 

'윤석열'의 자충수로 지지층은 '구속'이 됐고 대통령직 복귀는 물 건너감에 따라 차기 대선까지는 왔는데 문제는 이르면 '2~3월 중'에 결정이 나는 '윤석열' 탄핵 심판이 '6월 11일'에 판결이 나고, 구속상태로 최대 6개월까지 재판을 받게 된 '윤석열' 구속 심사 '1심 선고'가 7월은 돼야 나와 올해 달러-원 환율이 '1,400원' ~ '1,500원' 대가 될 것이라는 '전망'에 힘이 실리고 있습니다.

 

Israeli forces in southern Lebanon on Sunday opened fire on protesters demanding their withdrawal in line with a ceasefire agreement, killing at least 22 and injuring 124, Lebanese health officials reported. Via @AP https://t.co/fDF7wrMu58

— Bloomberg Africa (@BloombergAfrica) January 26, 2025

 

Ukraine launched multiple drone attacks on three areas of Russia including the Ryazan region, home to one of the country’s largest oil refineries, according to officials in Moscow https://t.co/cTRnzs70sh

— Bloomberg Economics (@economics) January 26, 2025

 

"Russian-Indian relations based on special strategic partnership": Putin extends Republic Day wishes to President Murmu, PM Modihttps://t.co/cYBqSUpeEV

— Economic Times (@EconomicTimes) January 27, 2025

 

 

 

4번 타자 '윤석열'과 '국민의힘'이 '홈런'을 친 게 '이 부분'인데, 현재 여권에서 '차기 대선' 주자 선호도 1위가 '김문수' 고용노동부 장관입니다. 김문수 장관이 대선출마를 고사할지는 본인 의사인데 '홍준표', '윤상현', '오세훈', '유승민' 등 또 지난 '3.9 대선' 당시 처럼 '경선 내홍'이 될 것이라는 '예상'이 나옵니다

 

The yen was the only Group-of-10 currency rising against the US dollar on Monday as investors sought it as a haven on concerns over Trump’s sanctions on Colombia https://t.co/S2vdAAvigf

— Bloomberg Markets (@markets) January 27, 2025

 

Shares of Japanese lenders gained on optimism their profitability will improve after the Bank of Japan raised its key policy rate to the highest level in 17 years https://t.co/6kYnkgPutw

— Bloomberg Economics (@economics) January 27, 2025

 

The fading out of initial euphoria over Beijing’s stimulus and the uncertainty over Trump’s plans have sapped enthusiasm over any broad rebound in Chinese stocks. Money managers are instead looking for pockets of value. https://t.co/S6uDCkYDA1

— Bloomberg Markets (@markets) January 27, 2025

 

Big Tech's profit growth is projected to be the weakest since Q1 2023. https://t.co/d06jNAcXq7

— Bloomberg Technology (@technology) January 26, 2025

 

 

이르면 현지시각 '토요일'에 멕시코와 캐나다 25% 관세를 '예고'한 '트럼프'가 추방한 이민자들에 관해 '50% 관세'를 보류할 수 있다고 밝혔습니다. 일요일 늦게 성명을 통해 "남미 국가는 미국에서 돌아가는 모든 불법 체류자를 제한이나 지연 없이 미군 군용기를 포함하여 '무제한'으로 수용하는 것 등 '트럼프'의 모든 조건에 동의했다."면서 "콜롬비아가 이 합의를 지키는 한 관세 및 제재 행정명령은 서명되지 않은 상태로 유지될 것"이라고 덧붙였습니다.

 

▲'채권'과 '달러' 투자의 '정석'(定石)으로 '금리·환율' 재앙이 언론사 명예훼손 고발로 '돈 뜯어'낸 '새 대가리'(birdbrain) 공화당 '성폭행범' '중국' '관세'맨 ★'트럼프'★'탄핵'과  '주댕이'를 가만 두질 않는 '미국'판 김건희, '친중' '테슬라'(TSLA) 증권 사기꾼 ★'일론 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.