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Trump's Statements and Global Economic Changes: Key Points Summarized

1. Trump's Davos Forum Remarks

• Oil Price Stability and Inflation
  Trump stated at the Davos Forum that if oil prices stabilize and inflation is contained, he would strongly urge the Federal Reserve to cut interest rates.

• Sensing a Shift in Trump's Policies
  Unlike his past hardline policies, Trump is now pursuing a strategy of not raising tariffs aggressively and instead consolidating the US base.
  This could lead Fed members to perceive Trump's intentions as more predictable.

• Defense Industry Stock Rise at Davos

He pressured NATO member states to spend 5% of their GDP on defense, which resulted in significant attention to global defense stocks.

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2. Global Investment Flows Centered on Energy and Technology

• Stargate Project
  It has been confirmed that the US is pouring substantial funds (approximately 750 trillion KRW) into AI and technology development.
  This is greatly benefiting AI and semiconductor-related companies. Especially companies like SK Hynix are gaining attention in the global market.

• Increased Investment in AI and Power
  Energy projects are significantly activating various industries, including power equipment, and a surge in investment is occurring in both domestic and international power equipment companies.

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3. Earnings Releases and Industry Trends

• Netflix
  The earnings release showed positive results due to increases in subscribers and advertising revenue.
  Growth prospects are anticipated, particularly as the proportion of advertising revenue increases compared to subscriptions.

• Semiconductors
  While profit-taking sales emerged after SK Hynix's earnings release, there is deemed to be plenty of room for further gains.
  The gap in market capitalization between Samsung Electronics and SK Hynix may continue to narrow.

• Power Equipment and Shipbuilding

Power equipment-related companies such as HD Hyundai are showing consistent growth and are expected to be the leading stocks this year.
Shipbuilding stocks have experienced recent adjustments, but high profitability is still expected, particularly centered around engines.

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4. Interest Rates and FOMC Outlook

• FOMC Interest Rate Freeze
  A rate freeze is almost certain at the December meeting.
  However, Chairman Powell's statements will be closely watched due to their connection to Trump's policies.

• Impact of Interest Rate Changes
  Expectations for interest rate cuts are rising, but this depends on market conditions and the stabilization of inflation.
  Notably, the biotech sector is gaining attention due to the easing of interest rate pressures, emerging as an area of interest for investors.

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< Summary >

• Trump's major statements at the Davos Forum have influenced the direction of the global economy.

• Investment fervor is spreading across various industries, including energy, AI, defense, and semiconductors.

• A time of growing expectations for potential interest rate cuts alongside the FOMC's interest rate freeze.

• Major companies such as Netflix, SK Hynix, and power equipment industries are attracting market attention with their earnings releases.

• Crafted by Billy Yang
  [Related Articles at Next-Korea.com]

1. Trump's Policies and the Future of Fed Interest Rates
2. AI Investment and Global Tech Company Trends

*YouTube Source: [이효석아카데미]

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