Category: Today’s Brief
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A New Turning Point for Human Civilization: What is True Victory? 1. Not Just a Simple Victory, but a "Decisive Moment" The world is overflowing with numerous outcomes and choices. However, this event must be evaluated as a 'decisive moment' that transcends a simple victory. It defines a path that will remain in history,…
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Trump, Tesla, and the Shifting Landscape of American Politics Trump's Inauguration and Key Announcements The 47th US President, Donald Trump, recently took office and announced several executive orders. He declared the withdrawal of the Green New Deal and electric vehicle mandate policies previously promoted by the Biden administration. This is seen as a shift…
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The Risk of a Foreign Exchange Crisis and How to Prepare for It Comparison of the Korean Foreign Exchange Crisis with the Current Situation The 1997 IMF foreign exchange crisis and the 2008 global financial crisis had a significant impact on the Korean economy. At the time, the depletion of foreign exchange reserves, a…
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Trump's Return Speech: Key Points and Analysis 1. Core Messages of Trump's Return Speech – Return to Common Sense Trump centered his speech around the theme of a "revolution of common sense." Key statement: "We will define America's genders as two: male and female." While acknowledging the protection and inclusion of sexual minorities, he…
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Stanley Druckenmiller's Investment Strategy: An Analysis Centered on the Trump Era The Trump Era and the Investment Environment The Trump administration is implementing much more pro-business policies compared to previous administrations. CEOs are reacting positively, with a mix of excitement and relief. While key economic indicators are positive, the overall market situation is complex…
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### China Succeeds in Developing 13.5nm EUV Lithography Technology: Breaking ASML’s Monopoly 1. Key Summary China has succeeded in challenging the monopolistic position of the Dutch company ASML. The Harbin Institute of Technology research team's successful development of '13.5nm extreme ultraviolet (EUV) light source technology' marks a major step towards the localization of lithography equipment,…
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### Google’s AI-Powered Code Migration Case Study and Achievements Google has successfully applied AI to code migration internally, attracting significant attention. The company achieved over 50% time savings during the process, proving the potential of LLMs (Large Language Models) in large-scale codebases. This document delves into the key points of Google’s case. 1. Background…
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The Trump 2.0 Era: Global Economic and Geopolitical Shifts 1. Tariff Wars: Trump's Core Ambition One of Trump's signature policies is tariff wars. He has shown a willingness to use tariffs as a means to strengthen the US-centric structure in the trade market. During Trump's presidency from 2017 to 2020, the uncertainty of trade…
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Trump’s Second Term Policy Changes: What Can We Expect? On January 20, 2025, Donald Trump began his second term, signaling new policies. The Trump administration is likely to push for immediate changes in seven key areas. Let’s explore how these changes will impact each sector and examine the remaining uncertainties. 1. Immigration Policy Expected Major…
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Okay, let's dive straight into it. Here's the breakdown of 2025 global economic forecasts, comparing BlackRock, Goldman Sachs, and JP Morgan's perspectives, all in English: 2025 Global/Economic Outlook: Comparing BlackRock, Goldman Sachs, and JP Morgan 1. BlackRock's Outlook Key Points Entering a "New Normal" Era: Past economic prediction models are no longer valid. Five…