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해외 증시에 대한 주요 이벤트와 가능성 46

트럼프, EU산 제품 50% 관세 7월까지 유예…긴장 속 협상 시간 벌기(Trump Postpones 50% Tariff on EU Goods Until July)

Trump Postpones 50% Tariff on EU Goods Until July A Tactical Delay Amid Strained US-EU Trade RelationsFormer U.S. President Donald Trump has announced a temporary postponement of his proposed 50% tariff on European Union (EU) imports until July 9. The decision came after European Commission President Ursula von der Leyen personally appealed for a delay in order to buy more time for stalled U.S.-..

미국 원자력 발전 재도약: 정책 변화, 산업 영향 및 AI 에너지 수요(Reviving American Nuclear Power: Policy Shifts, Industry Impact, and the AI Energy Nexus)

Reviving American Nuclear Power: Policy Shifts, Industry Impact, and the AI Energy Nexus Trump’s Bold Nuclear AgendaFormer President Donald Trump has issued an executive order that mandates the approval of new nuclear reactor projects within 18 months. This directive is part of a larger national strategy aimed at quadrupling the United States' nuclear energy capacity by 2050. The urgency behind ..

2025년 양자컴퓨팅 산업의 현주소 : 실용화로 가는 과도기(The State of Quantum Computing in 2025 : Maturing, Not Yet Mature)

The State of Quantum Computing in 2025 : Maturing, Not Yet MatureIn 2025, quantum computing remains at the cusp of a breakthrough — commercialization is in sight, but scalability and error correction remain key hurdles. Governments, hyperscalers, and investors are pouring billions into hardware development, cloud-based platforms, and quantum-ready software stacks.While large players like IBM, Go..

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..

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