트럼프發 관세 우려와 딥시크發 충격에 위험자산 회피 현상 나타나

China’s factory activity unexpectedly contracted in January as production wound down ahead of the Lunar New Year holiday https://t.co/imOKd95Zgg

— Bloomberg Asia (@BloombergAsia) January 27, 2025

 

 

중국 국가통계국(NBS)이 발표한 1월 제조업 PMI가 예상치 50.1을 '하회'한 49.1로 집계됐습니다. 4개월 만에 '경기 위축' 국면으로 전환된 것인데, NBS는 "춘제 연휴가 다가오면서 기업의 직원들이 앞당겨 귀향하는 등의 이유로 1월 제조업 PMI가 낮아졌다"고 '설명'했습니다.

 

Almost overnight, DeepSeek upended the AI industry, sending Silicon Valley into a frenzy to figure out how they pulled it off https://t.co/UVVg43MbLD

— Bloomberg Technology (@technology) January 28, 2025

 

DeepSeek suffered a cyberattack, causing it to temporarily limit registrations. The Chinese startup claims it uses cheaper chips and less data, challenging the idea that advanced semiconductors, like those made by Nvidia, are needed to run AI applications https://t.co/lJu3xBdPYr pic.twitter.com/ceu2f56Rbz

— Reuters (@Reuters) January 27, 2025

 

Shares of Japanese chip-related companies, including Nvidia supplier Advantest and chip equipment maker Disco, extended Monday’s drop after the release of Chinese AI model DeepSeek https://t.co/R9IXq28oEP

— Bloomberg Technology (@technology) January 28, 2025

 

China’s industrial firms saw their profits drop in 2024 for the third consecutive year https://t.co/UIregGAUzh

— Bloomberg Asia (@BloombergAsia) January 27, 2025

 

NBS에 따르면 지난해 중국 '공업이익'은 전년비 3.3% 감소했습니다. 12월 11.0% 증가한 영향에 감소세가 둔화됐습니다. 국유 공업기업의 이익은 전년보다 4.6% 감소한 반면, 반면, 전기 및 열 생산 및 공급 부문의 이익은 17.8% 늘었습니다.

 

China Vanke’s chairman and chief executive officer will resign from the embattled property developer https://t.co/tQrG9zI0rI

— Bloomberg Asia (@BloombergAsia) January 27, 2025

 

China Vanke has been thrown a lifeline by state authorities, a rare show of support that signals the developer may be too big to fail https://t.co/abRmnPqyGf

— Bloomberg Markets (@markets) January 28, 2025

 

China Vanke shares set to jump after senior management reshuffle https://t.co/JfeL499AcD pic.twitter.com/tlIBzFJjAx

— Reuters (@Reuters) January 28, 2025

 

 

UBS는 '트럼프'의 무역정책을 둘러싼 지속적인 불확실성을 언급하며 중국 '위안화'(CNY)의 잠재적 '변동성'에 대한 우려를 표명했습니다. 렌트카 시장 공략과 함께 서초 전시장을 오픈한 비야디(BYD)는 일주일 만에 사전예약 1천대를 넘겼고 '문전성시'를 이뤘습니다.

 

Canada's and Mexico's leaders pledged to defend their countries' interests amid uncertainty over potential US tariffs. President Trump said on Monday he was considering imposing 25% duties on imports from the two countries starting Feb. 1 https://t.co/0CVTdjUpNC pic.twitter.com/wPnerimMTH

— Reuters (@Reuters) January 22, 2025

 

Investors remain skeptical about the Chinese yuan, fearing potential curveballs despite the country’s apparent reprieve from worse-case US tariffs https://t.co/ZCD82xoxD9

— Bloomberg Economics (@economics) January 27, 2025

 

Mexico led declines among emerging-market currencies on Monday amid fears over the path of US trade policy and haven-driven gains for the yen https://t.co/LhymFT0e1X

— Bloomberg Economics (@economics) January 27, 2025

 

'트럼프'發 관세 우려 + 딥시크(DeepSeeK)發 충격은 = 무차별 '자산 투매' 현상이 나타나면서 (중국 경기 '하방 압력')WTI는 전장대비 2.00% 하락했고, 뉴욕 금가격은 지난 주 상승분을 모두 반납했습니다. 위험자산 '회피 현상'에 DXY는 하락했고, 안전자산 선호 현상에 미 '2년 물'과 '5년 물' 국채입찰이 '견조한 수요'를 보였으며 엔화 강세로 이어졌습니다.

 

Trump's return to the White House has global CFOs reviewing their operations and bracing for trade repercussions. One key flashpoint is China. https://t.co/yO6Yt2nR99

— Bloomberg Politics (@bpolitics) January 27, 2025

 

President Donald Trump was once skeptical of digital assets, saying Bitcoin “seems like a scam” and that crypto’s value was “based on thin air.”

Times have changed. Here's what to know ⤵️ https://t.co/YZ0oql6Jnz

— Bloomberg (@business) January 27, 2025

 

🎙 During his first week in office, Trump has held off on hitting China with tariffs. How are Chinese officials and markets reacting to the latest developments?

Join our reporters for a Live Q&A at 10 a.m. HKT on Jan 28 / 9 p.m. ET on Jan 27 https://t.co/IG9qBmzZTA pic.twitter.com/5hVFK03QG9

— Bloomberg Technology (@technology) January 28, 2025

 

A new startup hopes to market Ether as the best cryptocurrency for Wall Street as Ethereum lags behind Bitcoin and many other soaring digital assets https://t.co/YF0SepXg4h

— Bloomberg Asia (@BloombergAsia) January 23, 2025

 

예측 불가한 '미친 상황'에 암호화폐 '업계 반발'이 거세지는 가운데 '트럼프'가 정부가 캐나다와 멕시코, 중국 등을 상대로 '관세 폭탄'을 예고하면서 위험자산 선호 심리가 위축됐고 1월 FOMC를 앞두고 투자심리가 악화되며 '비트코인'도 6%이상 급락했습니다.

 

The Netherlands expects President Donald Trump to keep pressing to restrict ASML’s exports of chip-making machines to China, according to Dutch Prime Minister Dick Schoof https://t.co/KWV3f4xY84

— Bloomberg Economics (@economics) January 22, 2025

 

As European stocks stumble from an all-time peak, the stakes are high for corporate earnings from a slate of industry bellwethers including ASML https://t.co/NTlLO9mGns

— Bloomberg Asia (@BloombergAsia) January 27, 2025

 

The arrival of DeepSeek rattled the AI industry and sent shares of Nvidia and ASML plunging.

Bloomberg's Jackie Davalos talks to @sarahsholder about how the Chinese company can upend the US AI sector's competitive edge or inspire innovation https://t.co/En246I55ki pic.twitter.com/wlkPz0fRX7

— Bloomberg Podcasts (@podcasts) January 28, 2025

 

DeepSeek indicates its engineers built a competitive AI model despite US attempts to curtail China’s tech development, raising questions about the effectiveness of trade curbs https://t.co/3Smg68JO6z

— Bloomberg Technology (@technology) January 27, 2025

 

 

월가에서 '딥시크 쇼크'에 관해 '낙관론'과 나스닥 100 선물이 폭락한 '비관론'이 엇갈리는 가운데, 올해 AI에 800억 달러 투자 계획을 발표했고 OpenAI와 협업 중인 MS, 650억 달러 투자 계획을 발표한 '마크 저커버그'의 'Meta'에 비해 "'애플'이 AI 인프라에 쏟아붓고 있는 돈과 데이터센터 관련 발표가 상대적으로 적다"는 평가가 나옵니다.

 

▲'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.▲

 

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