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해외 증시에 대한 주요 이벤트와 가능성 33

일론 머스크, X 장애 계기로 업무 재정비…기술 혁신에 박차(Musk Shifts to Intense Work Mode After X Outage, Prioritizes Innovation)

Musk Shifts to Intense Work Mode After X Outage, Prioritizes Innovation X Platform’s Massive Outage and Musk’s Immediate ResponseElon Musk’s social media platform X experienced a significant outage affecting tens of thousands of users across the United States, Europe, and other regions. The downtime peaked at over 25,800 reported issues on Downdetector around 8:51 AM ET on Saturday, disrupting ..

미중 무역 완화가 2025년 미국 경제와 시장에 가져올 변화(How the U.S.-China Trade Thaw Could Reshape the American Economy and Markets in 2025)

How the U.S.-China Trade Thaw Could Reshape the American Economy and Markets in 2025The recent easing of trade tensions between the U.S. and China, formalized in a May 12 agreement, signals a pivotal shift in global economic relations. According to Bank of America, this unexpected development—achieved much earlier than markets anticipated—has significant implications for the U.S. economy, inflat..

미국 제조업 리쇼어링 추세와 경제적 영향(U.S. Manufacturing Reshoring Trends and Economic Impact)

U.S. Manufacturing Reshoring Trends and Economic Impact What is Reshoring?Reshoring is the process by which companies relocate their manufacturing operations from overseas back to the United States. This trend has gained significant traction in the mid-2020s, driven by rising geopolitical risks, vulnerabilities in global supply chains, evolving consumer expectations, and bipartisan policy suppor..

오라클, OpenAI AI 데이터센터 위한 엔비디아 AI 칩 400억 달러 투자 계획(Oracle’s $40 Billion Investment in NVIDIA AI Chips to Power OpenAI’s Advanced Data Center)

Oracle’s $40 Billion Investment in NVIDIA AI Chips to Power OpenAI’s Advanced Data Center Driving the Future of AI with Strategic InvestmentsOracle is making a historic $40 billion investment in NVIDIA’s latest high-performance AI chips to power OpenAI’s cutting-edge data center in Texas. This strategic move highlights the fierce competition among tech giants to build robust AI infrastructure ca..

미국 달러화 약세가 유럽에 미치는 영향(Impact of U.S. Dollar Weakness on Europe)

Impact of U.S. Dollar Weakness on Europe A Shift in Global Currency DynamicsAccording to analysts at Jefferies, the recent and ongoing weakness of the U.S. dollar could significantly reshape the investment landscape in Europe. Market conversations are increasingly focused not on when the dollar's weakness will continue, but if it will persist. This signals a broader shift in investor sentiment a..

달러 인덱스가 경제와 증시에 미치는 영향과 동향 및 전망

Impact of the Dollar Index on the Economy and Stock Market What Is the Dollar Index?The U.S. Dollar Index (DXY) measures the value of the U.S. dollar against a basket of six major world currencies, primarily the euro (EUR), Japanese yen (JPY), British pound (GBP), Canadian dollar (CAD), Swedish krona (SEK), and Swiss franc (CHF). A rising DXY indicates a strengthening dollar, while a falling DXY..

엔비디아, 중국 시장 점유율 반토막… 젠슨 황 CEO “수출 규제 실패”

NVIDIA's China Market Share Halved: CEO Jensen Huang Criticizes U.S. Export Controls Sharp Decline in Market ShareNVIDIA, the world’s leading designer of AI chips, has seen its dominant position in China erode rapidly. Once commanding an estimated 95% market share for its high-performance GPUs in China, the company's hold has now dropped to around 50%. This plunge comes in the wake of increasing..

오픈AI의 ‘io’ 인수: 소비자용 AI 하드웨어로의 전략적 진출

OpenAI’s Acquisition of ‘io’ : Strategic Expansion into Consumer AI Hardware Strategic Significance of the AcquisitionOpenAI’s acquisition of the AI hardware startup ‘io’, co-founded by legendary Apple designer Jony Ive, marks a pivotal shift in the company’s strategy — from being a software-centric AI lab to becoming a vertically integrated player in the consumer technology ecosystem. By bringi..

AMD, AI 신제품으로 인텔의 약점 정조준…컴퓨텍스서 본격 공세

AMD Aims to Capitalize on Intel’s Weakness with New AI-Powered Processors Strategic Launch at ComputexAdvanced Micro Devices (AMD) unveiled a suite of new processors and graphics cards at the Computex 2025 trade show in Taiwan, aimed at AI-driven personal computing and workstations. This launch is widely viewed as an assertive move to capture market share from its primary competitor, Intel, whic..

구글 I/O 2025: AI 중심으로의 대전환

Google’s AI-Centric Transformation at I/O 2025At the I/O 2025 developers conference, Google demonstrated its aggressive pivot toward AI-first experiences across its core services and future hardware. From overhauling search with Gemini to introducing futuristic XR glasses and creative tools, Google made a clear statement: it intends to lead—not follow—in the AI era. Reinventing Search with “AI M..