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#๋ฒ ๋ผ #๋ฃจ๋นˆ (Vera Rubin): #์—”๋น„๋””์•„์˜ ์ฐจ์„ธ๋Œ€ AI GPU ์•„ํ‚คํ…์ฒ˜.

  #๋ฒ ๋ผ #๋ฃจ๋นˆ (Vera Rubin): #์—”๋น„๋””์•„์˜ ์ฐจ์„ธ๋Œ€ AI GPU ์•„ํ‚คํ…์ฒ˜.

March 7, 2025: New York Stock Market Rebounds - Trump Tariff Chaos vs. Powell’s Optimism Explained

 

March 7, 2025: New York Stock Market Rebounds - Trump Tariff Chaos vs. Powell’s Optimism Explained

Table of Contents

  1. NYSE Bounces Back in a Day - What’s Up?
  2. Trump’s Tariff Rollercoaster Continues
  3. Powell Says “Economy’s in a Good Spot”
  4. Key Terms Made Simple
  5. Securities Industry Salaries
  6. Key Stock Trends
  7. NYSE Revenue Trends
  8. Pros and Cons: Tariffs and Economic Outlook
  9. Recommended Resources

Summary

On March 7, 2025, the NYSE rebounded! Dow up 0.52% to 42,801.72, S&P 500 up 0.55% to 5,770.20, Nasdaq up 0.70% to 18,196.22 amid Trump tariff uncertainty, thanks to Powell’s upbeat remarks.


Detailed Description

On March 7, 2025 (local time), the New York Stock Exchange snapped back after a rough day. Despite Trump’s unpredictable tariff moves, Fed Chair Jerome Powell calmed nerves by calling the US economy “solid.” The Dow rose 0.52% to 42,801.72, S&P 500 climbed 0.55% to 5,770.20, and Nasdaq jumped 0.70% to 18,196.22. Still, it’s been a tough week—S&P down 3.1%. This post breaks down the rebound and tosses in some investment tips—stick around if you’re into stocks!


NYSE Bounces Back in a Day - What’s Up?

After a sharp drop, the NYSE rallied. The Dow gained 0.52%, S&P 500 0.55%, and Nasdaq 0.70%, breathing life into investors. But the week’s been brutal—S&P fell 3.1%, Dow 2.4%, Nasdaq 3.5% since Monday. Trump’s tariff flip-flops rattled markets, but Powell’s positive take on jobs and inflation sparked relief. Is this a real turnaround or just a breather?


Trump’s Tariff Rollercoaster Continues

Trump’s tariff saga keeps twisting. He signed an order delaying USMCA tariffs until April 2, but then pivoted, announcing immediate “reciprocal tariffs” on Canadian timber and dairy. Originally set for April, this speedup amps up uncertainty. Glenn Smith from GDS Wealth Management warned, “Markets hate uncertainty—brace for volatility.” What’s Trump’s next move?


Powell Says “Economy’s in a Good Spot”

At a New York monetary policy forum, Powell gave a thumbs-up: “The economy’s solid, jobs are strong, and inflation’s nearing our target.” On the Feb jobs report (151,000 new jobs, below expectations), he said it’s “more proof of a balanced market.” Cautious on Trump policies, he noted, “We’re watching closely, separating signal from noise.” No rush on rate cuts—investors, take note!


Key Terms Made Simple

  • Dow Jones: Avg of 30 big US company stocks.
  • S&P 500: Benchmark for 500 major US firms.
  • Reciprocal Tariffs: Tit-for-tat taxes on imports.
  • Jobs Report: Monthly US employment stats.

Securities Industry Salaries

Dreaming of Wall Street? Entry-level pros earn 50M-60M KRW yearly, while 5-year vets hit 80M-100M KRW (estimates). Trump’s tariff swings are boosting demand for analysts. Love crunching market numbers? This could be your gig!


Key Stock Trends

  • Late 2024: Dow ~42,000, S&P ~5,600, Nasdaq ~18,000.
  • March 7, 2025: Dow 42,801.72 (0.52%↑), S&P 5,770.20 (0.55%↑), Nasdaq 18,196.22 (0.70%↑).
  • Weekly: S&P -3.1%, Dow -2.4%, Nasdaq -3.5%.
    Apple (1.59%↑), Nvidia (1.92%↑) shone; Amazon (-0.72%↓) dipped—track live on Naver Finance!

NYSE Revenue Trends

  • 2023: Daily trading ~12T KRW (est.).
  • 2024: 13T-14T KRW, slight rise.
  • March 2025: ~13T KRW amid volatility.
    Tech stock recovery kept cash flowing despite tariff jitters!

Pros and Cons: Tariffs and Economic Outlook

  • Pro: “Trump’s tariffs could shield US industries and jobs. Powell’s optimism backs a strong economy!” A win for domestic growth, maybe?
  • Con: “Uncertainty fuels market chaos and inflation risks. It’s a gamble that could backfire!” Too shaky for comfort, right?
    What’s your stance?

Recommended Resources

  1. Stock Investing Guide - Master market swings (Kyobo Bookstore).
  2. Stock Apps - Real-time NYSE updates (Naver Finance, Kiwoom Hero).
  3. Economic News - Trump tariff scoops (Yonhap News subscription).

#Tags: #NYSE2025 #TrumpTariffs #PowellRemarks #DowJones #SP500 #Nasdaq #JobsReport #EconomicOutlook


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#๋ฒ ๋ผ #๋ฃจ๋นˆ (Vera Rubin): #์—”๋น„๋””์•„์˜ ์ฐจ์„ธ๋Œ€ AI GPU ์•„ํ‚คํ…์ฒ˜.

  #๋ฒ ๋ผ #๋ฃจ๋นˆ (Vera Rubin): #์—”๋น„๋””์•„์˜ ์ฐจ์„ธ๋Œ€ AI GPU ์•„ํ‚คํ…์ฒ˜.

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  2025๋…„ ็พŽ ์ฆ์‹œ ์ „๋ง: S&P 500 ๊ณผ๋Œ€ ๋ฐธ๋ฅ˜์—์ด์…˜, ํŠธ๋ฃจ์ด์ŠคํŠธ ํˆฌ์ž์˜๊ฒฌ ํ•˜ํ–ฅ! ๐Ÿ“‰ #๋ฏธ๊ตญ์ฆ์‹œ #S&P500 #๋ฐธ๋ฅ˜์—์ด์…˜ #๊ฒฝ๊ธฐ์นจ์ฒด #EPS์ „๋ง #ํŠธ๋ฃจ์ด์ŠคํŠธ #PER #ํˆฌ์ž์ „๋žต ์š”์•ฝ์„ค๋ช… ✨ ํŠธ๋ฃจ์ด์ŠคํŠธ, ๋ฏธ ์ฆ์‹œ ํˆฌ์ž์˜๊ฒฌ ‘์ค‘๋ฆฝ’์—์„œ ‘๋งค๋ ฅ๋„ ํ•˜๋ฝ’์œผ๋กœ ํ•˜ํ–ฅ! S&P 500 PER 19.2๋ฐฐ, ๊ฒฝ๊ธฐ ์นจ์ฒด ๋ฆฌ์Šคํฌ๋กœ EPS 265๋‹ฌ๋Ÿฌ ์ „๋ง, 4800์„  ํ•˜๋ฝ ๊ฐ€๋Šฅ์„ฑ! ์ƒ์„ธ์„ค๋ช…: S&P 500 ๊ณผ๋Œ€ ๋ฐธ๋ฅ˜์—์ด์…˜๊ณผ ํˆฌ์ž ํ™˜๊ฒฝ ๐Ÿ“Š ์•ˆ๋…•ํ•˜์„ธ์š”! 2025๋…„ 4์›”, ๋ฏธ๊ตญ ์ฆ์‹œ๊ฐ€ ๊ณผ๋Œ€ ๋ฐธ๋ฅ˜์—์ด์…˜ ๋…ผ๋ž€ ์†์— ์ฃผ๋ชฉ๋ฐ›๊ณ  ์žˆ์–ด์š”. ํŠธ๋ฃจ์ด์ŠคํŠธ์˜ ํ‚ค์Šค ๋Ÿฌ๋„ˆ ๊ณต๋™ ์ˆ˜์„ ํˆฌ์ž์ „๋žต๊ฐ€๋Š” ๋ฏธ ์ฆ์‹œ ํˆฌ์ž์˜๊ฒฌ์„ ‘์ค‘๋ฆฝ’์—์„œ ‘๋งค๋ ฅ๋„ ํ•˜๋ฝ’์œผ๋กœ ํ•˜ํ–ฅ ์กฐ์ •ํ–ˆ์–ด์š”. ๊ทธ๋Š” ํ˜„๊ธˆ ์ž์‚ฐ์˜ ์—ฐ 4% ์ด์ƒ ์ˆ˜์ต๋ฅ ์ด ์ธํ”Œ๋ ˆ์ด์…˜์„ ์ƒํšŒํ•˜๋ฉฐ, ์ฃผ์‹ ๊ธ‰๋ฝ ์‹œ ๋” ๋†’์€ ์ˆ˜์ต์„ ๋‚ผ ์ˆ˜ ์žˆ๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ต๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด, S&P 500์˜ PER(์ฃผ๊ฐ€์ˆ˜์ต๋น„์œจ)์€ 19.2๋ฐฐ๋กœ, ์ฝ”๋กœ๋‚˜19 ํŒฌ๋ฐ๋ฏน ์ด์ „ ์ˆ˜์ค€์„ ์†Œํญ ์›ƒ๋Œ๋ฉฐ ์—ฌ์ „ํžˆ ๊ณผ๋Œ€ ํ‰๊ฐ€ ์ƒํƒœ์˜ˆ์š”. ํ˜„์žฌ ๊ฒฝ๊ธฐ ์นจ์ฒด ๋ฆฌ์Šคํฌ๊ฐ€ ์ปค์ง€๋ฉด์„œ ์ฑ„๊ถŒ ๋“ฑ ๊ณ ์ •์ˆ˜์ต ์ž์‚ฐ์˜ ๋งค๋ ฅ์ด ๋†’์•„์กŒ์–ด์š”. ๊ณจ๋“œ๋งŒ์‚ญ์Šค๋Š” S&P 500์˜ P/E ๋น„์œจ์ด 21.7๋ฐฐ๋กœ ์—ญ์‚ฌ์  93๋ฒˆ์งธ ๋ฐฑ๋ถ„์œ„์ˆ˜์— ๋‹ฌํ•œ๋‹ค๊ณ  ๋ถ„์„ํ–ˆ์œผ๋ฉฐ, ๋†’์€ ๋ฐธ๋ฅ˜์—์ด์…˜์ด ๋ถ€์ •์  ์ถฉ๊ฒฉ ์‹œ ์‹œ์žฅ ํ•˜๋ฝํญ์„ ํ‚ค์šธ ์ˆ˜ ์žˆ๋‹ค๊ณ  ๊ฒฝ๊ณ ํ–ˆ์–ด์š”. ํŠธ๋ฃจ์ด์ŠคํŠธ๋Š” S&P 500์ด 4800์„ ๊นŒ์ง€ ํ•˜๋ฝํ•  ๊ฐ€๋Šฅ์„ฑ์„ ์–ธ๊ธ‰ํ•˜๋ฉฐ, ํˆฌ์ž์ž๋“ค์—๊ฒŒ ์‹ ์ค‘ํ•œ ์ ‘๊ทผ์„ ๊ถŒ๊ณ ํ–ˆ๋‹ต๋‹ˆ๋‹ค. ์ด๋Ÿฌํ•œ ์ƒํ™ฉ์—์„œ ํ˜„๊ธˆ๊ณผ ์ฑ„๊ถŒ์ด ์•ˆ์ „ ์ž์‚ฐ์œผ๋กœ ์ฃผ๋ชฉ๋ฐ›๊ณ  ์žˆ์ฃ . ์ƒ์„ธ์„ค๋ช…: EPS ์ „๋ง ํ•˜ํ–ฅ๊ณผ ๊ฒฝ๊ธฐ ์นจ์ฒด ์šฐ๋ ค ⚠️ ํŠธ๋ฃจ์ด์ŠคํŠธ๋Š” ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์˜ ๊ด‘๋ฒ”์œ„ํ•œ ๋ฌด์—ญ๊ด€์„ธ ์ •์ฑ…์œผ๋กœ ์ธํ•ด S&P 500์˜ 2025๋…„ EPS(์ฃผ๋‹น์ˆœ์ด์ต) ์ „๋ง์น˜๋ฅผ 270๋‹ฌ๋Ÿฌ์—์„œ 265๋‹ฌ๋Ÿฌ๋กœ ํ•˜ํ–ฅ ์กฐ์ •ํ–ˆ์–ด์š”. ํ•˜์ง€๋งŒ ์ด ์ „๋ง์น˜์กฐ์ฐจ ๊ฒฝ๊ธฐ ๋‘”ํ™” ๊ฐ€๋Šฅ์„ฑ์„ ์ถฉ๋ถ„ํžˆ ๋ฐ˜์˜ํ•˜์ง€ ์•Š์•˜๋‹ค๊ณ  ๋ดค์ฃ . ํŒฉํŠธ์…‹์— ๋”ฐ๋ฅด๋ฉด, ์ง€๋‚œ 25๋…„๊ฐ„ S&P 500์˜ EPS ์ „๋ง์€ ํ‰๊ท  6.3% ๊ณผ๋Œ€ ์ถ”์ •๋˜์—ˆ์œผ๋ฉฐ, ํŠนํžˆ 200...

2025 ๋ธ”๋ก์ฒด์ธ AI ํ•ด์ปคํ†ค: ๋ชจ๋ฐ”์ผ ์‹ ๋ถ„์ฆ ์•„์ด๋””์–ด๋กœ 10์–ต ์ฐฝ์—… ์ง€์› ์žก์•„๋ผ! ๐Ÿš€ #๋ธ”๋ก์ฒด์ธ #AI #ํ•ด์ปคํ†ค #๋ชจ๋ฐ”์ผ์‹ ๋ถ„์ฆ #์ฐฝ์—…์ง€์›๊ธˆ #ํ•œ๊ตญ๋””์ง€ํ„ธ์ธ์ฆํ˜‘ํšŒ #๋ผ์˜จ์‹œํ์–ด

  2025 ๋ธ”๋ก์ฒด์ธ AI ํ•ด์ปคํ†ค: ๋ชจ๋ฐ”์ผ ์‹ ๋ถ„์ฆ ์•„์ด๋””์–ด๋กœ 10์–ต ์ฐฝ์—… ์ง€์› ์žก์•„๋ผ! ๐Ÿš€ #๋ธ”๋ก์ฒด์ธ #AI #ํ•ด์ปคํ†ค #๋ชจ๋ฐ”์ผ์‹ ๋ถ„์ฆ #์ฐฝ์—…์ง€์›๊ธˆ #ํ•œ๊ตญ๋””์ง€ํ„ธ์ธ์ฆํ˜‘ํšŒ #๋ผ์˜จ์‹œํ์–ด #Web3 ์š”์•ฝ์„ค๋ช… ✨ 2025 ๋ธ”๋ก์ฒด์ธ AI ํ•ด์ปคํ†ค! ํ•œ๊ตญ๋””์ง€ํ„ธ์ธ์ฆํ˜‘ํšŒ ์ฃผ์ตœ, ๋ชจ๋ฐ”์ผ ์‹ ๋ถ„์ฆ ๊ธฐ๋ฐ˜ ์„œ๋น„์Šค ์•„์ด๋””์–ด๋กœ ์ƒ๊ธˆ 3000๋งŒ์›, ์ตœ๋Œ€ 10์–ต์› ์ฐฝ์—… ์ง€์›๊ธˆ ์ œ๊ณต! ์ƒ์„ธ์„ค๋ช…: 2025 ๋ธ”๋ก์ฒด์ธ AI ํ•ด์ปคํ†ค์ด๋ž€? ๐ŸŒ ์•ˆ๋…•ํ•˜์„ธ์š”! ํ•œ๊ตญ๋””์ง€ํ„ธ์ธ์ฆํ˜‘ํšŒ๊ฐ€ ์ฃผ์ตœํ•˜๋Š” ‘2025 ๋ธ”๋ก์ฒด์ธ AI ํ•ด์ปคํ†ค’์ด 2025๋…„ 5์›” 1์ผ๋ถ€ํ„ฐ ์‹œ์ž‘๋ผ์š”. ์ด ํ–‰์‚ฌ๋Š” ๋ธ”๋ก์ฒด์ธ๊ณผ AI ๊ธฐ์ˆ ์„ ํ™œ์šฉํ•œ ์ฐฝ์˜์ ์ธ ์„œ๋น„์Šค ์•„์ด๋””์–ด๋ฅผ ๋ฐœ๊ตดํ•ด Web3 ํ˜์‹ ์„ ์ด๋Œ๊ณ , ๋””์ง€ํ„ธ ์‹ ๋ถ„์ฆ ์ƒํƒœ๊ณ„๋ฅผ ํ™•๋Œ€ํ•˜๋ ค๋Š” ๋ชฉํ‘œ๋ฅผ ๊ฐ€์ง€๊ณ  ์žˆ์ฃ . ๋ผ์˜จ์‹œํ์–ด์™€ ๊ธ€๋กœ๋ฒŒ๋””์ง€ํ„ธํ˜์‹ ๋„คํŠธ์›Œํฌ(GDIN)๊ฐ€ ๊ณต๋™ ์ฃผ๊ด€ํ•˜๋ฉฐ, ํ–‰์ •์•ˆ์ „๋ถ€๊ฐ€ ํ›„์›ํ•ด์š”. ํŠนํžˆ, ์ด๋ฒˆ ํ•ด์ปคํ†ค์€ ๋ธ”๋ก์ฒด์ธ ๊ธฐ๋ฐ˜ ๋ชจ๋ฐ”์ผ ์‹ ๋ถ„์ฆ(์ฃผ๋ฏผ๋“ฑ๋ก์ฆ, ์šด์ „๋ฉดํ—ˆ์ฆ, ๊ตญ๊ฐ€๋ณดํ›ˆ๋“ฑ๋ก์ฆ ๋“ฑ)์„ ํ•„์ˆ˜๋กœ ์ ์šฉํ•ด์•ผ ํ•˜๋Š” ์ ์ด ํŠน์ง•์ด์—์š”. ๋ผ์˜จ์‹œํ์–ด์˜ ์˜คํ”ˆ์†Œ์Šค ํ”Œ๋žซํผ ‘์˜ด๋‹ˆ์› ์˜คํ”ˆ DID’๋‚˜ ์˜ด๋‹ˆ์› ๋ฉ”์ธ๋„ท์„ ์‚ฌ์šฉํ•˜๋ฉด 5% ๊ฐ€์‚ฐ์ ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์ฃ . ์ด๊ธฐํ˜ ํ•œ๊ตญ๋””์ง€ํ„ธ์ธ์ฆํ˜‘ํšŒ์žฅ์€ “์ž๋ณธ์ด ๋ถ€์กฑํ•œ ํ˜์‹ ๊ฐ€๋ฅผ ๋ฐœ๊ตดํ•ด K-DID์˜ ๊ธ€๋กœ๋ฒŒ ๋ฆฌ๋”์‹ญ์„ ๊ฐ•ํ™”ํ•˜๊ฒ ๋‹ค”๊ณ  ๋ฐํ˜”์–ด์š”. ์ฐธ๊ฐ€์ž๋Š” ์ตœ๋Œ€ 5์ธ ํŒ€, 1์ธ, ๋˜๋Š” ์„ค๋ฆฝ 3๋…„ ์ด๋‚ด ์Šคํƒ€ํŠธ์—…์œผ๋กœ, 5์›” 1์ผ๋ถ€ํ„ฐ ์ ‘์ˆ˜๊ฐ€ ์‹œ์ž‘๋ผ์š”. ์ƒ์„ธ์„ค๋ช…: ์ƒ๊ธˆ, ์ฐฝ์—… ์ง€์›, ๊ทธ๋ฆฌ๊ณ  ๊ธฐ๋Œ€ ํšจ๊ณผ ๐Ÿ’ก ์ด๋ฒˆ ํ•ด์ปคํ†ค์€ ์ด ์ƒ๊ธˆ 3000๋งŒ ์› ๊ทœ๋ชจ๋กœ, ๋Œ€์ƒ 1ํŒ€(ํ–‰์ •์•ˆ์ „๋ถ€ ์žฅ๊ด€์ƒ), ์ตœ์šฐ์ˆ˜์ƒ 1ํŒ€(ํ•œ๊ตญ์กฐํ๊ณต์‚ฌ ์‚ฌ์žฅ์ƒ), ์šฐ์ˆ˜์ƒ 3ํŒ€(ํ•œ๊ตญ์ง€๋Šฅ์ •๋ณด์‚ฌํšŒ์ง„ํฅ์›, ์ •๋ณดํ†ต์‹ ์‚ฐ์—…์ง„ํฅ์›, ํ•œ๊ตญ์ธํ„ฐ๋„ท์ง„ํฅ์› ์›์žฅ์ƒ) ๋“ฑ 5ํŒ€์ด ์‹œ์ƒ๋ผ์š”. ๋”๋ถˆ์–ด, ๋ผ์˜จ์‹œํ์–ด์™€ LF์ธ๋ฒ ์ŠคํŠธ๋จผํŠธ, ์•ก์‹œ์Šค์ธ๋ฒ ์ŠคํŠธ๋จผํŠธ, ์‹ฌ์‚ฐ๋ฒค์ฒ˜์Šค(์˜๊ตญ VC)๊ฐ€ ์ž…์ƒ ํŒ€์„ ๋ณ„๋„ ์‹ฌ์‚ฌํ•ด ์ตœ๋Œ€ 10์–ต ์›์˜ ์ฐฝ์—… ์ง€์›๊ธˆ์„ ์ œ๊ณตํ•œ๋‹ต๋‹ˆ๋‹ค. GDIN์€ ๊ธ€๋กœ๋ฒŒ ์ง„์ถœ, ํ•ด์™ธ ํˆฌ์ž ์œ ์น˜, ๊ฒฝ์˜ ์ปจ์„คํŒ…์„ ์ง€์›ํ•ด์š”. 2024๋…„ 3์›”๋ถ€ํ„ฐ ๋ชจ๋ฐ”์ผ ์ฃผ๋ฏผ๋“ฑ๋ก์ฆ์ด ์ „๊ตญ ๋ฐœ๊ธ‰๋˜๋ฉฐ ๋””์ง€ํ„ธ ์‹ ๋ถ„์ฆ ์ˆ˜...

# ํŠธ๋Ÿผํ”„ 25% ์ž๋™์ฐจ ๊ด€์„ธ, ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ ๋’คํ”๋“ค๋‹ค

  # ํŠธ๋Ÿผํ”„ 25% ์ž๋™์ฐจ ๊ด€์„ธ, ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ ๋’คํ”๋“ค๋‹ค #ํŠธ๋Ÿผํ”„๊ด€์„ธ #์ž๋™์ฐจ์‚ฐ์—… #์ฃผ๊ฐ€ํ•˜๋ฝ #๋ฌผ๊ฐ€์ƒ์Šน #๊ธ€๋กœ๋ฒŒ๊ณต๊ธ‰๋ง ์š”์•ฝ์„ค๋ช…:  ํŠธ๋Ÿผํ”„, 4์›” 3์ผ๋ถ€ํ„ฐ ์ˆ˜์ž…์ฐจ 25% ๊ด€์„ธ ๋ถ€๊ณผ! GM·ํฌ๋“œ ์ฃผ๊ฐ€ ํญ๋ฝ, ๋ฌผ๊ฐ€ 0.4% ์ƒ์Šน ์šฐ๋ ค. ๋ชฉ์ฐจ: ๊ด€์„ธ ๋ฐœํ‘œ์™€ ์ฃผ๊ฐ€ ์ถฉ๊ฒฉ | ์—…๊ณ„ ๋น„์šฉ ๋ถ€๋‹ด๊ณผ ์—ฌํŒŒ | ์ฐฌ๋ฐ˜ ๋…ผ๋ž€๊ณผ ์ „๋ง ๊ด€์„ธ ๋ฐœํ‘œ์™€ ์ฃผ๊ฐ€ ์ถฉ๊ฒฉ ๋„๋„๋“œ ํŠธ๋Ÿผํ”„ ๋Œ€ํ†ต๋ น์ด 4์›” 3์ผ๋ถ€ํ„ฐ ๋ฏธ๊ตญ์œผ๋กœ ๋“ค์–ด์˜ค๋Š” ๋ชจ๋“  ์ˆ˜์ž…์ฐจ์— 25% ๊ด€์„ธ๋ฅผ ๋ถ€๊ณผํ•œ๋‹ค๊ณ  ๋ฐํ˜”์–ด์š”. 3์›” 27์ผ, ์ด ์†Œ์‹์— ๋ฏธ๊ตญ ์ฆ์‹œ๋Š” ์ฆ‰๊ฐ ๋ฐ˜์‘ํ–ˆ์ฃ . ์ œ๋„ˆ๋Ÿด๋ชจํ„ฐ์Šค(GM)๋Š” ์ฃผ๊ฐ€๊ฐ€ 7.36%, ํฌ๋“œ๋Š” 3.88% ํ•˜๋ฝํ–ˆ๊ณ , ์Šคํ…”๋ž€ํ‹ฐ์Šค๋„ 1.25% ๋‚ด๋ ธ๋‹ต๋‹ˆ๋‹ค. ์ผ๋ณธ ํ† ์š”ํƒ€(-2.04%), ํ˜ผ๋‹ค(-1.86%), ๋‹›์‚ฐ(-1.68%)๋„ ํƒ€๊ฒฉ์„ ์ž…์—ˆ๊ณ , ํ•œ๊ตญ์˜ ํ˜„๋Œ€์ฐจ์™€ ๊ธฐ์•„๋Š” ๊ฐ๊ฐ 4.28%, 3.45% ๋‚ด๋ ค๊ฐ”์–ด์š”. GM์€ ํŒ๋งค ์ฐจ๋Ÿ‰์˜ 45%, ํฌ๋“œ๋Š” 20%๋ฅผ ํ•ด์™ธ์—์„œ ๋“ค์—ฌ์˜ค๋Š”๋ฐ, 2024๋…„ ๋ฏธ๊ตญ์ด ์ˆ˜์ž…ํ•œ 700๋งŒ ๋Œ€ ์ด์ƒ์˜ ์ฐจ๋Ÿ‰ ๋Œ€๋ถ€๋ถ„์ด ๋ฉ•์‹œ์ฝ”, ์ผ๋ณธ, ํ•œ๊ตญ, ์บ๋‚˜๋‹ค็”ฃ์ด๋ผ ์ถฉ๊ฒฉ์ด ์ปธ์ฃ . ์—…๊ณ„ ๋น„์šฉ ๋ถ€๋‹ด๊ณผ ์—ฌํŒŒ ์ด๋ฒˆ ๊ด€์„ธ๋กœ ์ž๋™์ฐจ ์—…๊ณ„๋Š” ํฐ ๋ถ€๋‹ด์„ ์•ˆ๊ฒŒ ๋์–ด์š”. JP๋ชจ๊ฐ„์€ ๋น„์šฉ ์ฆ๊ฐ€ ์˜ˆ์ƒ์น˜๋ฅผ 410์–ต ๋‹ฌ๋Ÿฌ์—์„œ 820์–ต ๋‹ฌ๋Ÿฌ(์•ฝ 120์กฐ ์›)๋กœ ์˜ฌ๋ ค ์žก์•˜์ฃ . ๋ถ€ํ’ˆ ํ•ด์™ธ ์กฐ๋‹ฌ ์˜์กด๋„๊ฐ€ 20%์— ๋‹ฌํ•˜๋Š” ๋ฏธ๊ตญ ์ œ์กฐ์‚ฌ๋“ค์€ ์‹ค์  ์•…ํ™”๊ฐ€ ๋ถˆ๊ฐ€ํ”ผํ•ด ๋ณด์ž…๋‹ˆ๋‹ค. UBS๋Š” “GM๊ณผ ํฌ๋“œ์˜ 2025๋…„ ์ด์ต์ด ์ œ๋กœ๊ฐ€ ๋  ์ˆ˜๋„ ์žˆ๋‹ค”๊ณ  ๊ฒฝ๊ณ ํ–ˆ์–ด์š”. ๋ถ€ํ’ˆ ์—…์ฒด๋„ ํ”๋“ค๋ ธ๋Š”๋ฐ, ์• ๋””์–ธํŠธ(-10.47%), ๋ฆฌ์–ด(-8.32%), ๋งˆ๊ทธ๋‚˜ ์ธํ„ฐ๋‚ด์…”๋„(-7%) ๋“ฑ ๋‚™ํญ์ด ๋” ์ปธ๊ณ , ์œ ๋Ÿฝ์˜ ๋ฐœ๋ ˆ์˜ค(-7.8%)๋„ ํ•˜๋ฝํ–ˆ์ฃ . ํŒ๋งค ์—…์ฒด ํŽœ์Šคํ‚ค(-4%), ์• ์ฆˆ๋ฒ„๋ฆฌ(-5%) ์—ญ์‹œ ๊ฐ€๊ฒฉ ์ƒ์Šน๊ณผ ํŒ๋งค๋Ÿ‰ ๊ฐ์†Œ ์šฐ๋ ค๋กœ ์ฃผ๊ฐ€๊ฐ€ ๋‚ด๋ ค๊ฐ”๋‹ต๋‹ˆ๋‹ค. ์ฐฌ๋ฐ˜ ๋…ผ๋ž€๊ณผ ์ „๋ง ํŠธ๋Ÿผํ”„์˜ ๊ด€์„ธ ์ •์ฑ…, ์ฐฌ๋ฐ˜์ด ์—‡๊ฐˆ๋ ค์š”. ์ฐฌ์„ฑ ์ธก์€ “๋ฏธ๊ตญ ์ œ์กฐ์—… ๋ถ€ํฅ๊ณผ ์ผ์ž๋ฆฌ ์ฐฝ์ถœ์— ๊ธฐ์—ฌํ•  ๊ฒƒ”์ด๋ผ๋ฉฐ, ํ•ด์™ธ ์˜์กด๋„๋ฅผ ์ค„์ด๋Š” ๊ณ„๊ธฐ๊ฐ€ ๋  ๊ฑฐ๋ผ ๊ธฐ๋Œ€ํ•˜์ฃ . ๋ฐ˜๋Œ€ ์ธก์€ “์Šน์ž ์—†๋Š” ์ œ๋กœ์„ฌ ๊ฒŒ์ž„”์ด๋ผ๋ฉฐ ๋ฐ˜๋ฐœํ•ด์š”. JP๋ชจ๊ฐ„์€ ์ฐจ๋Ÿ‰...