HW 미래 없고 스타트업(SW, 사람)이 10 bagger다.

Honda and Nissan both saw global vehicle sales stagnate or fall in 2024, underscoring the need for the pair to combine and arrest their sliding market shares https://t.co/Lzt1ynkoWs

— Bloomberg (@business) January 30, 2025

 

Nissan, Honda to announce direction of possible integration by mid-Feb, Nissan says https://t.co/H8FDNlDIxn pic.twitter.com/fIv4Ac6vwg

— Reuters (@Reuters) January 31, 2025

 

Japan’s economy risks taking another hit if US President Donald Trump slaps fresh tariffs on China, sparking a renewed US-China trade war, according the government’s chief economist. https://t.co/eGGv03hMaM

— Bloomberg Markets (@markets) January 31, 2025

 

MUFG and Mizuho will show how Japan’s biggest lenders are set to benefit from the Bank of Japan’s interest rate hikes and a buoyant domestic stock market https://t.co/qaRwITH7N4

— Bloomberg Markets (@markets) January 31, 2025

 

 

'유로존' 경기부진 우려가 재부각된 가운데 미국의 작년 GDP 성장률 속보치가 예상치를 '하회'하면서 (안전자산)'국채가격' 수요에 상승 압력을 더했으며, 뉴욕 유가는 2월 1일 '트럼프'의 관세 부과가 실질적으로 이뤄질지 주시하는 가운데 '강보합'세를 나타냈습니다.

 

Here’s the latest news and analysis on the oil market https://t.co/c9wMxv4YRA

— Bloomberg Asia (@BloombergAsia) January 31, 2025

 

Ukrainian Drones Flew 500 Miles And, In A Single Strike, Damaged 5% Of Russia’s Oil Refining Capacity https://t.co/gXYPV9vf3Z https://t.co/gXYPV9vf3Z

— Forbes (@Forbes) January 31, 2025

 

Gold rose to a record high as investors flocked to safety after Trump reiterated threats to impose tariffs on Mexico and Canada https://t.co/R4JCuY1aq6

— Bloomberg Markets (@markets) January 31, 2025

 

Donald Trump’s inaugural committee got millions of dollars in donations from firms in the cryptocurrency industry that’s already seeing special attention from his administration, disclosures show https://t.co/Cj8vQNX8uc

— Bloomberg Crypto (@crypto) January 31, 2025

 

 

뉴욕 금 가격은 '트럼프' 관세 우려에 강달러 헤지 상품 금 가격이 큰 폭으로 뛰면서 석 달 만에 2,800달러선을 다시 뚫고 역대 최고가를 '경신'했습니다. 금일 '트럼프'가 또 '브릭스'(BRICs)에 달러 대체 통화를 도입하면 100% 관세를 부과하겠다는 '경고'에 달러-원 환율이 '급등'을 했습니다.

 

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/nxLX7dfxgq pic.twitter.com/Fe8V0E6xcd

— Bloomberg (@business) January 29, 2025

 

Japan’s real rates clearly remain in negative territory even with last week’s interest rate hike, and the Bank of Japan will keep raising rates if its economic outlook is realized, according to Deputy Governor Ryozo Himino https://t.co/ez8IXUoklN

— Bloomberg Economics (@economics) January 30, 2025

 

Jobless claims drop to lowest level in three weeks, supporting Fed’s assessment that labor market is solid https://t.co/BwDvolvpaZ

— MarketWatch (@MarketWatch) January 31, 2025

 

News: White House & FBI officials are looking into whether DeepSeek used intermediates in Singapore to purchase Nvidia chips that are banned for sale in China, sources tell @jordanr1000 @jendeben & mehttps://t.co/IFx1QqdBro

— Mackenzie Hawkins (@mackhawk) January 31, 2025

 

 

'한국' 증시는 '딥시크'(DeepSeek)發 '충격', 1월 FOMC 금리동결(H4L)과 일본은행(BoJ) 정책 기조를 '고스란히' 받고 있습니다. 고임금 '고용'은 여전하고 문제는 인플레이션(물가)이라 3월 FOMC에서도 '동결'이 전망되고 있습니다. 미국 월가의 대형 투자자들은 관세 및 이민법으로 인한 '트럼프·인플레' 우려에 2025년 시장에 신중한 입장을 보이고 있습니다.

 

Shares of SK Hynix, a key supplier to Nvidia, have a lot of catching up to do when Korean markets resume trading on Friday https://t.co/m8laCmbKJG

— Bloomberg Technology (@technology) January 31, 2025

 

Samsung’s pivotal chip division reported a smaller-than-expected profit as the world’s largest memory chipmaker fights to narrow the lead of SK Hynix https://t.co/FXsqU9WhAK

— Bloomberg (@business) January 31, 2025

 

Samsung and LG unveil new OLED tech, including stretchable and transparent screens, to counter Chinese rivals, which held a 33% market share in 2024, per DSCC (Nami Matsuura / Nikkei Asia)https://t.co/pGUguNOEdwhttps://t.co/wNH0ioD2BRhttps://t.co/ZOzeer1FAj

— Techmeme (@Techmeme) January 29, 2025

 

Chinese state-linked social media accounts amplified narratives celebrating the launch of Chinese startup DeepSeek's AI models last week, days before the news tanked US tech stocks, according to online analysis firm Graphika https://t.co/aGFVXQXLnN

— Reuters (@Reuters) January 31, 2025

 

 

'예상'데로 'SK하이닉스'가 폭락했습니다. 지난 CES에서 애플 사설 AS로 널리 알려진 'iFixit'에서 "쓸데없이 복잡하게 불필요한 기능들을 우겨 넣음으로써 수리권(수리 비용)이 보증되지 않는 기기를 선보였다"는 평가로 Worst 기업에 LG전자와 나란히 2위로 선정된 '삼성전자'는 '예상'데로 3분기 영업이익이 수차례 하향 조정된 시장 예상치 3조 원을 하회한 2.9 조원으로 나타났습니다.

 

UPS plunged after saying it'll deliver fewer Amazon packages. Its CEO says it's about 'taking control of our destiny.' https://t.co/HIyGBNhOJN

— Business Insider (@BusinessInsider) January 31, 2025

 

Who is behind DeepSeek, the obscure Chinese AI firm that shocked Silicon Valley? Here’s what to know about Liang Wenfeng, its elusive founder https://t.co/7qWX4cVBKp 👇

— The Economist (@TheEconomist) January 30, 2025

 

If Donald Trump gets his way, a major Tesla revenue stream won’t flow quite as quickly the next few years https://t.co/AeXJdKfqN1

— Bloomberg (@business) January 30, 2025

 

Trump's vision for America has billionaires like Elon Musk on top and everyone else left in the dirt.

We have to push back. https://t.co/H0YkjBIcMZ

— Elizabeth Warren (@SenWarren) January 31, 2025

 

 

'테슬라'뿐만 아니라 MS, 메타(Meta), 엔비디아(NVIDIA), 아마존, '구글' 등 엔비디아의 GPU와 같은 AI HW와 데이터 센터에 공격적으로 천문학적인 투자금을 쏟은 기업들이 투자금을 "절대로" 회수 못하는 이유는 AI 스타트업 '딥시크'가 보여주고 있습니다. 40대 공학도 '량평원'이 개발한 딥시크는 직원수가 180여 명에 불과합니다.

 

이는 '고성능 칩'에 불확실성을 '초래'합니다. SK 하이닉스나 삼성전자가 엔비디아의 저가칩을 대체할 수 있냐? 그럴 수 없는 이유는 이제부터 중국 반도체 업체들과 경쟁이 더 격해질 뿐만 아니라, 엔비디아가 구축해 놓은 '넘사벽'의 개발자 생태계(경제적 해자)를 구축할 능력, 방법, 자본금, 사람(인력)도 없습니다.

 

Indonesia’s plan to force commodity firms to keep export earnings onshore for a year will create new challenges for companies already dealing with rising regulatory uncertainty https://t.co/o2prJD19Ti

— Bloomberg Economics (@economics) January 25, 2025

 

Indonesia and India will step up their economic and defense cooperation as the South Asian nation seeks to position itself as a counterbalance to China in the region https://t.co/9N0lB3p9xi

— Bloomberg Asia (@BloombergAsia) January 25, 2025

 

Prime Minister Narendra Modi’s government will likely focus on steps to boost consumption in India’s upcoming budget, while sticking to the roadmap of narrowing the fiscal deficit. Here’s what to watch for in the budget speech https://t.co/j4nyxanEeR

— Bloomberg Asia (@BloombergAsia) January 30, 2025

 

Modi government's first full-year budget in his third term is coming at a time the global competitive landscape is set to be disrupted. Follow Bloomberg India on WhatsApp for exclusive content and analysis on India's pitch to the world https://t.co/tiizA6W9Zl pic.twitter.com/yN90Lq3gMy

— Bloomberg Technology (@technology) January 30, 2025

 

 

'딥시크'의 의미는 '트럼프'가 가장 심플하면서 정치적으로 말하였습니다. "중국도 했는데 미국이 '왜 못하냐"며 가격 낮추라고 소비자(유권자)들에게 어필을 한 것이죠. 그간 고가의 엔비디아 칩과 데이터 센터 등 '자본집약적' 산업의 한계를 극복한 사례로써 한국뿐만 아니라 전 세계 AI 스타트업에 기회가 될 수 있으며, 특히 IT 분야에서는 구글 순다르 피차이 등 인도가 AI 분야에서 미국에 이어 세계 '2위'입니다.

 

The TikTok ban sent some American users to another Chinese social media app: Xiaohongshu, also known as RedNote. So far, the vibes have been convivial.
Big Take Asia host @oanhha talks to technology reporter @GaoYuan86 about whether the good times can last https://t.co/LYicDGNvxB pic.twitter.com/slnoGqkUR3

— Bloomberg (@business) January 26, 2025

 

Concern about Chinese ownership has roiled TikTok. Next in line is the auto industry, writes @chrismbryant https://t.co/08jeiSogaw

— Bloomberg Opinion (@opinion) January 28, 2025

 

The popularity of apps like TikTok, RedNote and DeepSeek shows that China has an advantage over America, says @tylercowen, not only in technology but also in vibes https://t.co/y8CglQ5QAU

— Bloomberg Opinion (@opinion) January 30, 2025

 

A group of American investors vying to buy TikTok with support from YouTuber MrBeast has secured more than $20 billion for their offer, according to Jesse Tinsley, the tech entrepreneur organizing the bid https://t.co/9ll2IJJYX5

— Bloomberg Technology (@technology) January 30, 2025

 

 

 

생성형 AI는 데이터 학습을 기반으로 하기 때문에 데이터의 "질"뿐만 아니라 "량"이 절대적으로 중요합니다. 미국이 가진 데이터 자체가 진입 장벽(경제적 해자)이 될 수 있음에도 '트럼프'는 자신의 정치적 이득을 위해 미국인들의 마케팅 정보를 수입하고 있는 '틱톡'(TikTok)을 퇴출하지 않고 50%로 지분을 매각하는 합작법인을 추진하고 있습니다.

 

▲'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.