고물가·고금리(H4L)에 중국 못 잡는다.

Here's what you need to know to start your day https://t.co/4BtkP1JSfG

— Bloomberg Asia (@BloombergAsia) February 6, 2025

 

Fed’s Goolsbee Sees Uncertainty Driving Shallower Rate-Cut Path https://t.co/pUpy3jDh9L

— Bloomberg Economics (@economics) February 6, 2025

 

Bank of Korea rate cut this month not a done deal.
Governor Rhee Chang-yong urges swift fiscal stimulus to support economy.
Full conversation @BloombergTV
Preview here: https://t.co/anJ0eXlMpC pic.twitter.com/sZrJ8RqO9z

— Shery Ahn (@SheryAhnNews) February 6, 2025

 

Exclusive: North Korean ballistic missiles fired at Ukraine by Russian forces since late December have been far more precise than salvos of the weapons launched over the past year, two senior Ukrainian sources told Reuters https://t.co/dWUi5HIZam 1/6

— Reuters (@Reuters) February 6, 2025

 

 

'인플레이션'이 오르면 금리가 오르고 소비자들은 상권 임대료, 노동자를 AI·로봇 자동화로 대체해서 인건비 등이 빠져 가격이 저렴한 인터넷으로 최저가를 찾게 됩니다. 온라인 쇼핑을 하기 때문에 '마트 상권'과 함께 주변 상권까지 무너집니다. 그래서 떴고 크게 문제가 됐던 게 "알리, 테무"죠. 미국·한국 제품보다 2~3배에서 최대 5~10배까지 차이가 나는 제품도 있습니다. 심지어 한국 기업의 동일한 몇몇 상품들도 국내 판매 가격보다 낮습니다.

 

Climate change was already making Florida less hospitable to orange groves, and Trump's tariffs threaten to make them less profitable https://t.co/G02tOvewk0

— Bloomberg Opinion (@opinion) February 6, 2025

 

Edison International’s utility said it is looking at whether a decommissioned power line started the Eaton wildfire near Los Angeles https://t.co/Fx6dPFPSl1

— Bloomberg Green (@climate) February 6, 2025

 

An upcoming revision to US job growth will be substantial but probably not as bad as initially estimated, underscoring a labor market that’s gradually cooling https://t.co/GMuKix5oWO

— Bloomberg Economics (@economics) February 6, 2025

 

-US January jobs report
-UMich sentiment
-Fedspeak

Here's what to watch tomorrow https://t.co/7bgORbokit pic.twitter.com/DqHA8XyEYf

— Bloomberg TV (@BloombergTV) February 6, 2025

 

 

'고물가·고금리'에 소비자 지값이 얇아져 도시락을 싸 다니는 분들이 늘었습니다. 쿠팡의 경우 담배 한 갑 가격(4,990원)이 메리트였던 월 정액 멤버십 요금을 7,890원으로 인상했는데 1년이면 94,680원 입니다. 신세계 유니버스 클럽은(지마켓 스마트배송) 연 회비가 3만 원인데 배송품목도 상당수 제한됩니다.

 

An artist installed a red arm sculpture at a Tesla station in Barcelona to criticize Elon Musk’s controversial gesture during US President Donald Trump’s inauguration ceremony pic.twitter.com/VDCiaQHSyr

— Reuters (@Reuters) February 5, 2025

 

CATL is considering filing its application for its jumbo Hong Kong listing as soon as this month or early March, sources say https://t.co/SGf9iEk1IB

— Bloomberg (@business) February 5, 2025

 

Shein and Temu adjust as Trump uncertainty enshrouds e-tailershttps://t.co/4aqYgfyBF7

— Nikkei Asia (@NikkeiAsia) February 6, 2025

 

Get up to speed on what's moving global markets https://t.co/C1ZvlXHars

— Bloomberg (@business) February 6, 2025

 

 

"알리, 테무" 때문에 가격 경쟁은 안 되는데 네이버에서도 검색되는 마트직송 당일 배송도 있어 일반 택배 대비 큰 장점을 못 느끼는데 네이버 페이 혜택은 많습니다. 구독료가 연 10만 원에 육박하는 배송 구독 모델 대신에 OTT 서비스나 '음원 스트리밍' 서비스를 구독하는 게 낫다는 계산이 나옵니다.

 

DeepSeek competitors in China racing to make the next big breakthrough in AI, defying US export controls
The list, including Moonshot, Zhipu, MiniMax, StepFun, 01 ai & Baichuan, focuses on improving compute efficiency @technology @business @GaoYuan86 https://t.co/ydYU3plVIK#AI pic.twitter.com/OHGiss5bZp

— Saritha Rai (@SarithaRai) February 6, 2025

 

DeepSeek challenged the "hubris" of American AI leadership, says @BenHarburg of CoreValues Alpha. "We need to now put our foot on the gas and reexamine our own capabilities" https://t.co/2dpDoWTStA pic.twitter.com/1IDh1cwDhG

— Bloomberg TV (@BloombergTV) February 6, 2025

 

"What DeepSeek proves is that we're just going to see an even more accelerant towards compute." @renehaas237, @Arm CEO on the power of DeepSeek's open-source model and its gamechanging nature in the AI industry https://t.co/TJEIAg9wZS pic.twitter.com/BVOIdSkinK

— Bloomberg TV (@BloombergTV) February 6, 2025

 

Apple plans to unveil a long-anticipated overhaul of the iPhone SE in the coming days, ahead of it going on sale later in the month https://t.co/Q1nOUYDsrX

— Bloomberg Technology (@technology) February 6, 2025

 

 

'OpenAI'가 MS와 파트너쉽을 체결한데 이어, 소프트뱅크(스프린트, T-모바일 인수)와 '스타게이트'에 참여했죠. '삼성전자'가 합류해서 AI 전선을 구축한 가운데, 오늘 윈도우 PC를 켜보니까 안드로이드 스마트폰을 지원하는 연속성(PC에서 전화 및 문자 지원, 오피스 365와 OneDrive 클라우드 연동)이 업데이트 됐습니다.

 

Japan’s households boosted consumption at the fastest pace since August 2022 https://t.co/c3he4x0MOu

— Bloomberg Markets (@markets) February 6, 2025

 

Domino’s will close 205 unprofitable stores, most of them in Japan, as new CEO Mark van Dyck attempts to resurrect profit growth https://t.co/6y55Ddp9wg

— Bloomberg (@business) February 6, 2025

 

Nissan is scambling to find new EV partners as panic sets in https://t.co/QSdjUDhjuf by @EVPeteJohnson

— Electrek.co (@ElectrekCo) February 6, 2025

 

A heightened sense of risk and opportunity is building in Japanese markets as Prime Minister Shigeru Ishiba prepares to meet Donald Trump https://t.co/ALpVTKCxgS

— Bloomberg Markets (@markets) February 7, 2025

 

 

PC의 경우 '전기차'처럼 중고 가격의 감가상각율이 크고 게임 자체를 안 하거나 고사양 게임을 하지 않는 이상 고성능 PC가 필요 없습니다. 또한 연령대를 불문하고 모바일 게임들을 하십니다. 하루 종일 휴대하기 때문에 사용시간이 길고 '생필품'화 됐기 때문에 '트럼프'가 폐지했고 '일론 머스크'가 찬성한 전기차 세액공제(할인) 마저 없으니 전기차 가격의 약 40%를 차지하는 배터리 때문에 수리비, 보험료가 비싼 전기차 보다는 교체가 빨라질 것으로 보입니다.

 

Energy Secretary Chris Wright doubled down on President Donald Trump’s agenda to unleash American energy by “cutting red tape” and “prioritizing commonsense solutions,” he wrote in a department-wide email to employees. https://t.co/9ZXchFW8JK

— Bloomberg Law: Environment (@environment) February 6, 2025

 

Sales of Tesla’s electric vehicles have fallen sharply across many of its key European markets amid a consumer backlash against Elon Musk’s interventions in the region’s politics.
https://t.co/RdPp9XALcc

— menaka doshi (@menakadoshi) February 6, 2025

 

Seven conservative states are challenging the Energy Department’s decision to adopt energy efficiency standards for stoves and ovens, saying the agency improperly used a streamlined process.https://t.co/bRFvG2XK41

— Bloomberg Law: Environment (@environment) February 6, 2025

 

Tesla sales crash in another market and this time, it can't blame Model Y https://t.co/RspYJcgkxM by @fredericlambert

— Electrek.co (@ElectrekCo) February 6, 2025

 

 

'트럼프' 행정부가 4000억 달러(약 579조4000억원) 규모의 청정에너지 대출 지원에 대한 법적 폐지 가능성을 '검토'하고 있는 것으로 전해졌습니다. 이미 대출 지원을 받기로 한 K-'배터리' 기업들도 촉각을 곤두 세우고 있습니다. 미국 에너지부 산하 대출 프로그램 사무국(Energy Department’s Loan Programs Office, LPO)은 최근 대출 프로그램 책임자로 존 스니드를 임명하며 변화를 '예고'했습니다.

 

Nintendo's sales are tanking while its shares rise to new heights on hopes and expectations for the Switch 2 this summer https://t.co/odOXAC2wpn

— Bloomberg Technology (@technology) February 5, 2025

 

Roblox reported daily active users for the quarter that fell short of analysts’ estimates and lowered its bookings estimates for 2025. Shares plunged https://t.co/nzk7DZR9f5

— Bloomberg Technology (@technology) February 6, 2025

 

The OnePlus Open was a winner when it was released in 2023 and is still a winner. So, making sweeping changes would be a mistake for the Open 2 https://t.co/QOF1e8zjPD

— Android Police (@AndroidPolice) February 6, 2025

 

More than a dozen states are probing BlackRock, Goldman and others for allegedly failing to disclose the risks of investing in China such as tariffs and a Taiwan invasion. Scoop by @DanielPFlatley reminds us Trump's China policy isn't only game in townhttps://t.co/fQDPBAWJZu

— Kate O'Keeffe (@Kate_OKeeffe) February 6, 2025

 

 

기후테크 걱정 안 해도 되는 게, "전기차가 비싸다"는 '트럼프'가 "가격 내려라"고 말하였죠. 'LG 스마트폰' 처럼 '테슬라'(적정 주가 : 226 달러, 목표 주가 : 216 달러) 망하고 ESG 사업 대폭 축소한 포드, GM이 '트럼프'의 "Drill baby Drill"에 힘 입어 성장 후 '2028년' 즈음 금리 좀 내려갈 때 해도 안 늦습니다. 3년 롱 포지션 잡던가?

 

UBS Chief Executive Officer Sergio Ermotti warned that markets may not fully reflect the inflationary risk posed by US President Donald Trump’s tariffs https://t.co/6719RXuXwn

— Bloomberg Economics (@economics) February 4, 2025

 

Morgan Stanley hosted a meeting with senior executives from social-media platform X and about two dozen investment firms on Friday as part of its effort to sell $3 billion of the company’s outstanding debt https://t.co/DVtZ0JgRdK

— Bloomberg Asia (@BloombergAsia) February 1, 2025

 

Will India cut the benchmark report rate tomorrow?

A Bloomberg survey of economists shows most expect a rate cut of at least 25 basis points to 6.25%.

Some say there’s even a chance Governor Malhotra could surprise in his first policy decision with a bigger move of 50 basis…

— menaka doshi (@menakadoshi) February 6, 2025

 

If the RBI cuts the interest rates by 25 basis points as widely expected, non-banking finance companies may not have much to cheer about. Read for free with your email on what else could move markets today https://t.co/Uc3Vn08Z2w

— Bloomberg Asia (@BloombergAsia) February 7, 2025

 

 

'트럼프'가 복귀 하자 마자 관세로 시장에 노이즈를 만들었던 지난해 12월 미국의 무역적자가 ★'대폭증가'★ 했습니다. 'UBS'와 JP모건은 '트럼프'와 중국의 관세 갈등이 완화될 가능성이 작아 '무역 전쟁'이 악화될 것으로 '전망'했습니다. 모건스탠리는 '트럼프'가 저질러 놓은 거시경제 불확실성으로 인해 아시아 기술주 하락을 '경고'했고 향후 3개월 미 증시 약세로 '전망'했습니다.

 

▲'채권'과 '달러' 투자의 '정석'(定石)으로 '금리·환율' 재앙이 언론사 명예훼손 고발로 '돈 뜯어'낸 '새 대가리'(birdbrain) 공화당 '성폭행범' ★'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.