테슬라가 미국증시의 핵심이 되는날
The star of yesterday's event was Tesla, by all accounts. Full Self-Driving (FSD), a self-driving software program, was approved in China, sending its stock price soaring 15 percent in the U.S. market. The key may be that FSD is the first to be approved and be able to drive in China. Being approved in China, not the U.S., gave us so much room for symbolism, speculation and reasoning.
In a situation where the U.S. opposes China's electric vehicle imports due to concerns about information leakage and even TikTok, an SNS, is trying to force the sale for the same reason, China even felt like a game changer that it approved the future core electric autonomous vehicle software program and even approved cooperation in creating a road information map in collaboration with Baidu. The incident came out in a surprise move after Musk met with China's No. 2 Prime Minister Liqiang, but will this be possible only with Musk and Liqiang? We reasonably infer that there will be U.S. and Chinese governments behind them.
Tesla's August 8 robot taxi is also expected to be the first test drive in China. I expected the number 8 to be a hint, but I am close to certain by yesterday's announcement. The problem is that driving an autonomous vehicle requires China to provide all information about traffic and roads. In a way, this could be a military secret.
Nevertheless, the approval of Tesla FSD and the gradual lifting of Tesla vehicle bans in some provinces cannot be explained by the mere repo of Tesla and China. I think the guidelines for sharing information have been drawn to China, where the U.S. is young, and China, which noticed the signs, first expressed its will through Tesla. I think it is in line with Blinken's mention of holding future U.S.-China AI talks at a press conference last week.
There is no doubt that Tesla will become a platform company that is different from other companies beyond the portal if Tesla succeeds in the test drive of its self-driving system FSD and robot taxis. It is expected that Tesla will not only become a huge platform company that owns all data, but also that Tesla will be the first to build an AI kingdom by incorporating AI.
Anyway, tomorrow is Mayday, and after the holidays, you'll see the results of the FOMC and what Powell means. It started as a day to honor the victims and the will of the Chicago labor strike on May 1, 1886, and we set aside Workers' Day as a day to celebrate the will of the left-wing labor protest until the military government. When I think of Mayday, I think of another meaning, the distress signal. They're both MAYDAYs, but the Mayday of the distress signal became Mayday when the French pronunciation of m'aidez was translated into English. And because I speak French, me is the object of je, and aidez is the second-person plural honorific form of the aider verb "help." Anyway, if you pronounce it, it means "help me," it becomes Mayday. This sounds like Mayday, so it became mayday in English.
Looking at the current situation in our country, I would like to shout "May Day" about politics, economy, and prices in particular. I was looking forward to yesterday's summit meeting, but I got the result again. I'm depressed. After all, April ends with a cruel month. May is a family month, so I hope politics gives hope to each family. May is the month of carnation, the month of roses, June, and so on, the names of flowers float in my head. Jasmine???
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