기술은 뒤쳐졌고 가격 비싼 K-배터리 어디다 팔 건데?

BYD confirms plans for EVs with all-solid-state batteries to begin rolling out in 2027 https://t.co/ZIYnNl9CCc by @EVPeteJohnson

— Electrek.co (@ElectrekCo) February 17, 2025

 

In the past few years, $AAPL added a USB-C port while Xiaomi built a car. https://t.co/uEyPNzBtk0

— Moatless Capital (@MoatlessCapital) February 17, 2025

 

보행자 뒤엉킨 횡단보도를 요리조리 피하며 통과했습니다.#중국 #자율주행 #딥시크 https://t.co/bzG7lZbg83

— 한국일보 (@hankookilbo) February 24, 2025

 

Alibaba has pledged to invest more than 380 billion yuan ($53 billion) on AI infrastructure such as data centers over the next three years https://t.co/puQUWz9XGh

— Bloomberg Technology (@technology) February 24, 2025

 

 

 

한국 현대차와 일본 도요타가 '중국' 전기차 공세부터 막자며 3월 10일~21일까지 '수소' 생태계 구축 행사를 개최할 것으로 전해졌습니다. 'LFP 배터리'에 한 발 늦은 K-배터리는 '트럼프' 리스크에 '사면초가'인데, 기술도 없는 전고체 배터리는 '어디다' 팔 것이며 '중국 물량'은 어떻게 소화할지 의문입니다.

 

Donald Trump’s tariffs on aluminum and steel are motivated mostly by concerns that China is flooding the global market and harming US manufacturing, said a former trade adviser to the White House https://t.co/o8aZhg35h6

— Bloomberg Asia (@BloombergAsia) February 23, 2025

 

As Donald Trump unleashes round two of his trade wars, an analysis of the way global commerce has rewired since his first presidency shows how Vietnam, Mexico and Canada are exposed this time around https://t.co/zvuIf9RYJw

— Bloomberg (@business) February 24, 2025

 

The Federal Reserve’s preferred inflation metric is expected to cool to the slowest pace since June, but glacial progress on taming price pressures overall will keep policymakers cautious about lowering interest rates further. https://t.co/8aaBFVtiEn

— Bloomberg Markets (@markets) February 22, 2025

 

As the US earnings season winds down, one takeaway of note is that companies need to work harder than in prior quarters to get rewarded by investors. Read more in the latest CFO Briefing newsletter https://t.co/lL9a3hBoB4

— Bloomberg Crypto (@crypto) February 23, 2025

 

 

 

'김건희' 일당이 수급을 왜곡시키는 순환매에 심리에 취약한 개인 투자자들이 롱포지션을 잡지 못하고 있는 것으로 해석되는 미국 '중소형주'를 찾고 있습니다. '김건희'가 '윤석열'의 '비상계엄'에 '개입'했다는 정황이 확산하고 있는 가운데, 사태를 이 지경으로 만들어 놓은 미·한 증시 논란의 '김건희' 일당 부터 '도륙'을 내야한다는 지적이 나옵니다.

 

The effects of tariff threats are already being seen in U.S. auto stock prices, but they could be more profound for the economy overall, given what the industry means for the country https://t.co/R8coN5bOhI

— Bloomberg Economics (@economics) February 22, 2025

 

The Trump administration’s imposition of a 10% import surtax on all Chinese goods at the start of the month resulted in a sharp increase in the effective US tariff, and will do significant further damage to China’s exports to America, research shows https://t.co/X7ohXaMsU2 pic.twitter.com/qq0p1hyv0y

— Bloomberg Economics (@economics) February 23, 2025

 

Likely next targets of Trump tariffs? Here’s how to find them https://t.co/n74OFb5ohc pic.twitter.com/1XukjRRKfd

— Bloomberg Economics (@economics) February 22, 2025

 

 

This week's Forecast newsletter looks at the global stakes of Germany's election, as well as tariffs, quantum computing and the chances of a "DOGE dividend." https://t.co/tzaq0n0WOt

— Bloomberg Markets (@markets) February 23, 2025

 

 

 

 

'스콧 베센트' 미 재무장관이 관세 재료가 달러화 수준에 어느 정도 반영됐다고 평가한 가운데, '독일' 총선에서 예상데로 중도보수 기독민주당(CDU)·기독사회당(CSU) 연합이 올라프 숄츠 총리의 사회민주당(SPD)과 극우 독일대안당(AfD)을 제치고 제1당을 차지할 것이란 '출구조사' 결과가 나왔습니다. 유럽연합(EU)을 관세로 '타격' 중인 '트럼프'는 ''굉장한 날"이라고 말하였습니다.

 

German Election Delivers Historic Shift as Merz Wins Mandate https://t.co/viCaKsHgwg

— Bloomberg Markets (@markets) February 24, 2025

 

Even before Friday’s slide jolted the US stock market out of its calm, some traders were preparing for unrest https://t.co/JEvBS9ODv5

— Bloomberg Asia (@BloombergAsia) February 24, 2025

 

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said https://t.co/2JC3g4ZOfB

— Bloomberg Technology (@technology) February 24, 2025

 

Alibaba's chief executive officer said the pursuit of artificial general intelligence is now the company’s “primary objective.” https://t.co/btDqSmIuMi

— Bloomberg Technology (@technology) February 21, 2025

 

 

 

 

23일 독일 조기 총선 이후 만기도래하는 유로 옵션의 절반 이상이 '유로 강세' 방향으로 기울었습니다. 금융시장이 '정치 리스크'에 안일하다는 지적이 나왔습니다. '마러 라고' 합의 가능성이 시장 참가자들의 입방아에 오르내리고 있습니다. 이번 주 '엔비디아' 실적 공개를 앞둔 뉴욕증시·'채권'은 'PCE 물가'가 재료가 될 것인데, 전반적인 물가 압력 완화 속도가 여전히 느려 연준이 금리 인하에 신중한 태도를 유지할 것이라는 '분석'이 나옵니다.

 

OpenAI has banned more accounts as part of its efforts to police malicious uses of its powerful AI models https://t.co/SfkHJqdduq

— Bloomberg Technology (@technology) February 21, 2025

 

At least three of Bytedance’s major investors have marked up the TikTok owner’s valuation to more than $400 billion https://t.co/YNoq6BnPtg

— Bloomberg Technology (@technology) February 21, 2025

 

Fed officials are confronting a question that many outside the building have already taken up: Did their ambitious goals for a more inclusive job-market recovery after the pandemic slow their response to surging inflation? https://t.co/6WLpDxpggr

— Bloomberg Economics (@economics) February 22, 2025

 

Federal Reserve Bank of Chicago President Austan Goolsbee downplayed a report released last week that showed an increase in consumers’ expectations for future inflation. https://t.co/26tFEVys1E

— Bloomberg Economics (@economics) February 23, 2025

 

 

 

 

'트럼프' 공식 갑니다. '관세' 비율만큼 미국 물가에 반영이 될 거라, 금리 '우려'에 '테슬라'(적정 주가 대비 고평가 종목), '암호화폐' 등 위험자산 '회피'와 안전자산 선호('금', 달러) 현상이 나타납니다. 문제는 물가가 비싸니 소비가 줄고 이자가 비싸도 소비가 줄어들죠. 현재 경제 내 스태그플레이션 징후가 뚜렷해지고 있습니다.

 

Germany’s former finance minister Christian Lindner will end his political career following a disastrous election result that was projected to see his Liberal Democrats party drop out of parliament. https://t.co/mInk8o0HZT

— Bloomberg Politics (@bpolitics) February 23, 2025

 

What the German election result means for the debt brake https://t.co/ckImagN08u

— Bloomberg Economics (@economics) February 24, 2025

 

Der Ausgang der Bundestagswahl in Deutschland schränkt den Weg zu einer künftig weniger restriktiven Finanzpolitik stark ein. Dies könnte es der nächsten Regierung erschweren, die Wirtschaft aus der lang anhaltenden Stagnation zu führen. https://t.co/2bqoDzFWgP

— Bloomberg auf Deutsch (@BBGaufDeutsch) February 24, 2025

 

German business optimism grows as firms weigh election, tariffs https://t.co/6KEf8lUuPj via @weberalexander pic.twitter.com/sLmcCuiMfI

— Zoe Schneeweiss (@ZSchneeweiss) February 24, 2025

 

 

코로나 19 3년 유동성 회수가 끝나지 않았는데 전쟁 3년간 비정상적으로 치솟은 물가로 인해 경기둔화·침체에도 공격적인 금리인하를 할 수 없는 상황이라, 전 세계 정부가 긴축재정에 나서면서 중앙은행 자산이 감소 중입니다. 빠르면 '3월' 인상 전망이 나오고 있는 일본은행(BoJ) 금리인상이 작년에 이어 "제2의 청산" 트리거가 될 수 있다는 분석이 나옵니다.

 

To meaningfully bend the curve on public spending, there’s widespread agreement that we’d have to look at things like Medicare, Medicaid, Social Security and defense. This is hard stuff to cut https://t.co/4ziG7JtVv3

— Bloomberg Economics (@economics) February 10, 2025

 

The US health department fired employees Saturday across some of its biggest agencies including Medicare, Medicaid and the FDA https://t.co/Pv8Q7KasTY

— Bloomberg Economics (@economics) February 16, 2025

 

Donald Trump and Elon Musk are messing with your Medicare benefits.

Democrats passed a law to finally let Medicare negotiate with Big Pharma for lower prices.

Now Trump and Musk laid off the negotiators.

That means higher drug costs for you. Nothing efficient about that. https://t.co/R4MbRP9Q3l

— Elizabeth Warren (@SenWarren) February 19, 2025

 

UnitedHealth Group had another rough day in trading Friday.

Reports that the Department of Justice is investigating its Medicare Advantage insurance business sent $UNH down -7.17%. https://t.co/aUnPDl7Gp0 pic.twitter.com/8tZgi5PlKd

— Yahoo Finance (@YahooFinance) February 21, 2025

 

 

 

더 쉽게 말하면, 중앙은행이 풀래야 풀 돈이 없기 때문에(금리인하가 어렵기 때문에) '트럼프'는 "강달러를 찍어 쓰겠다"는 뜻('관세')을 수차례 '밝혔고' ★'DOGE' 수장★이자 초부자 '일론 머스크'는 초긴축 정책으로 연방정부 '예산'을 삭감하는 중이죠. 해결 방법은 (어느 정도 것은)"부의 재분배" 밖에 없는데, 차 팔 생각은 안 하고 '병신 광대' 짓을 하고 있는 '일론 머스크', 마크 저커버그 등 초부자들의 극단적 '탐욕'은 감세를 말하고 있습니다.

 

▲'관세'를 정치적 전략으로 쓰며 '금리·환율'(인플레이션)에 도움이 안 되는 '주댕이'를 가만 두지를 않은 ★'트럼프'★와 '주댕이'를 가만 두질 않는 '미국'판 김건희, 親'중국' '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.