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미국증시 중요 뉴스정리

As Super Tuesday ended in the U.S., the

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As Super Tuesday ended in the U.S., the November U.S. presidential election resulted in a return match between Trump and Biden, as expected. Seeing such a boring primary was the same as watching Joe Montana's San Francisco 49ers smash the San Diego Chargers in the 1994 Super Bowl, and it felt both fun and uninspiring. If Trump becomes president as expected in November, there will be many changes, but I'm suddenly worried about whether our government, which has cut its R&D budget brutally, is preparing well. The fear that the sky might collapse is something like that...

Still, one thing we are grateful to Trump is that he prevented China from developing the semiconductor and telecommunications industries. If we didn't do it seven years ago, the top to fifth semiconductor companies would be Chinese semiconductor companies now, and 5G would be spending money on China's original technology. In the era of AI, semiconductors and telecommunications industries are becoming more and more important for national security and military purposes. If Trump becomes president, it is possible to predict that he will block China more explicitly than now. The problem is that the importance of our Nawabari semiconductors is getting bigger due to AI, and I'm also worried that the U.S. feels like it's trying to do everything again...

Semiconductors are the device industry anyway, so investing a lot has no choice but to win. That's more worrisome because the U.S. has all the source technologies. Three cents ago, I think the stock price is like that because I'm already stuttering at HBM. Anyway, our country insists on manufacturing. The so-called three me saved it after almost collapsing in the mid-80s, and Trump saved the collapse of the semiconductor and telecommunications industries in the mid-to-late 2010s. Will we benefit from Trump's return to power again? I don't know.

Another argument is that even if Trump returns and destroys the zero-carbon policy, the world has no choice but to move to a green energy world. The representative policy is RE100. But there is no word about this in our government. Large companies will be preparing for their own, but small and medium-sized companies do not have the ability or money. Europe is likely to achieve RE100 by the 2030s. Will we be able to achieve RE50 and RE70 by then? These days, joke is that the two backgrounds that Yongsan should never mention are Dior bag and R-i bag. It's a funny reality to dismiss it as a humorous joke. Our government is insisting that we bring out Carbon Free Energy (CFE) and give it to you as green energy, but in developed countries, seeds are not working.

Ohio, where I studied in the past, is Rockefeller's hometown, which still has a lot of traces of its famous standard oil, but it was also a steel city in the 7th and 80s, along with Carnegie's hometown of Pittsburgh, Pennsylvania. It was where the U.S. Steel plant was located. But it was also a declining industry after Japan, South Korea, South America, and India's low-wage steel companies. And Michigan is home to Detroit, the home of the automobile industry, but it was slummed by Japanese cars. It was also the city behind the Robocop movies. That's why Michigan, Ohio, and Pennsylvania are now called the famous Rust Belt.

If our manufacturing industries move their factories to other places than the United States for renewable energy like this, Suwon, Giheung, Pyeongtaek, and even Ulsan, Changwon, and Pohang may become the Rust Belt. Everyone is predicting a green energy world in two to 30 years. I am worried that if that is not ready, the middle class in Korea will really disappear. Ten years ago, people sent their children to study in China, saying that China will overtake the United States to become the number one country in the world. At that time, I opposed it. The Chinese intellectuals I had dealt with up to that time were still lacking in morality and culture, and seeing that the public could not keep public morality, I thought that China would not be No. 1 in the world. As the country of public criticism passed through the Communist Party and went through the era of public criticism, it was explicitly revealed that only money, the philosophy of the Chinese, was settled in their minds. So I remember expressing this feeling to my wife, who was agonizing over studying abroad in China.

Looking at Lee Kang-in's demotion as well as manager Klismann, I feel angry that he punched a senior who was 10 years older than him as an old man living in a Confucian country. Of course, you have to listen to both sides, but this is not acceptable in the context. Even more, we are even more angry because we know how strict seniors and juniors are in the world of sports. China's failure to become the No. 1 country has no courtesy and morality, so we learned that Lee Kang-in, who is the hope of Korean soccer, can no longer be the future of Korean soccer.

Looking at Kliesmann's leadership, I wrote that the quarterfinals are the maximum. I remember the frustrating game even though I advanced to the semifinals based on my personal skills. Seeing the lack of leadership and principle of the soccer association executives and the coach, the image of the president unilaterally postponing his trip to Germany just four days ahead overlaps. What we need to protect between people and countries is courtesy and trust...

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