Category: Today’s Brief
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● Nadella’s Korea Visit – Buzz Review of Meeting with MS CEO Nadella and Comparative Analysis with Palantir Today, we will delve into how the meeting with MS CEO Nadella unfolded, why the expected “wow points” did not materialize from an investment strategy perspective, and how to interpret the competitive landscape of the global…
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● Maple Syrup Meets Belgian Waffles EU Expansion Canada and the European Union: Strategic Alliance and Future Economic Prospects 1. History and Development of the European Union The EU began in 1951 with the European Coal and Steel Community (ECSC). With the establishment of the European Economic Community (EEC) in 1957 for economic integration,…
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ASML CEO’s Warning and the Future of the European Semiconductor Industry ASML’s Exclusive Technology and Market Position ASML is a company that manufactures world-class semiconductor equipment, playing a key role in producing semiconductors needed for various products, from AI accelerators to smartphone chips, through advanced process technology. In particular, highly precise etching technology has established…
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● Tesla Stock to $2600?! Tesla Robotaxi and Self-Driving, Explosive News That Will Change the Global Economic Landscape Tesla Stock Price and Recent Uptrend Tesla’s stock price has shown significant fluctuations in the short term. It rose for five consecutive days from March 18th, based on U.S. time, recording a 27.8% increase in one…
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● Tesla’s Minefield Candle in a Typhoon and Tesla Stock Price – Investment Risk Management Without Fundamental Changes 1. Fundamental Guidance and Key Variables Even in the midst of tumultuous external news like a typhoon, It is emphasized once again that Tesla’s fundamentals have not changed. The guidance announced in June and July is…
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● 바이오, 이해진, Mid-Year Watchlist Investment Prospects and Strategies for Biotech Companies to Increase Tenfold in 5 Years The bio industry is showing remarkable growth despite global economic uncertainties. This article, which naturally incorporates the keywords investment, stock price, bio, global, and economy, summarizes the technology exports and clinical data of major bio companies…
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● Ponzi Scheme Pension Reform The Truth Behind the Pension System Imbalance: Hidden in Premium Hikes and Soaring Income Replacement Rates 1. The Essence of the Problem – A Sharp Discrepancy Between Premium Rate and Income Replacement Rate The premium rate is gradually increased by 0.5% points over 8 years, while the income replacement…
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#### DeepSeek-V3: Runs at 20 Tokens per Second on Mac Studio, Bringing a New Wave to the AI Market Key Technologies and Features of DeepSeek-V3 DeepSeek-V3, a 641GB model recently unveiled by Chinese AI startup DeepSeek, showcases a different approach compared to existing AI models. A significant feature is that it is distributed under the…
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## Samsung Electronics’ Two-CEO System Change and Vice Chairman Han Jong-hee’s Death: Analysis of Future Strategies and Market Impact Vice Chairman Han Jong-hee's Career and Major Achievements Han Jong-hee started in Samsung Electronics' Visual Display Business, leading innovation in the TV and home appliance sectors, and was a key figure in driving the company to…
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● Tesla Soars, BYD’s Reality, Trump’s Auto Softening Tesla Latest News Roundup – Stock Price, Autonomous Driving, Global Investment Trends at a Glance 1. Tesla Stock Price Fluctuations and Market Trends Tesla’s stock price surged 12% today, focusing investor sentiment and market attention. The stock price has risen for the past four consecutive days,…