2024. 1. 26. 07:18ㆍ경제이슈 시황정리
U.S. Nasdaq Upward Trends Great. How Much More?
It went up like crazy ahead of Y2K in March 1999. Since 2000, the company has experienced a huge drop in the dot-com bubble.
After that, he recovered and faced a downturn in the 2008 Lehman crisis. Since then, the rise has continued modestly, and it is the best rise in 2022 with quantitative easing after going through the COVID-19 decline in 2020. Since then, it has been on the rise after the worst decline in January 2023.
The U.S. tech and economy have continued to rise since 2000, from the dot-com economy, Amazon Internet commerce, and FANNG to AMD, NVIDIA, and Open AI.
The next 10 years will likely be the world of artificial intelligence. The United States is growing in the form of dollar issuance, military power, economic power, and competitive universities. High prices, most low-income families, medical expenses, high rent, drug and gun accidents, and rising crime rates are hampering the country.
Compared to KOSPI and Nasdaq, which have been compressed to the last 10 years, it is disastrous. Investment in U.S. stocks seems promising for the time being.
The U.S. has a growing population. With the influx of immigrants, the world's youngest, smartest rich individuals are trying to make their way into the U.S., not Korea's cheap foreigners.
Korea's fertility rate is going to 0.5...Politicians and smart? Banks and real estate PF such as politicians and ELS are squeezing the blood out of the otherwise struggling people. By reducing R&D funds...
Forward
The long-term growth engine is
1. system semiconductor
2. Artificial intelligence in the field of robotic drones and autonomous driving industrial devices
3. Natural Language Processing and Transformer Software
I think it's a field.
Whenever the administration of policy managers changes due to the corruption of the ordinance, the national science policy changes rapidly, just as the Ministry of Education changes the CSAT.
The recent advent of artificial intelligence neural networks or natural language processing technology is unlikely to have been known by American engineers. Nevertheless, I envy the freedom and potential that new technologies continue to emerge.
Even scientists and engineers don't know what will come out in the future, so how can bureaucrats and policymakers know? Don't keep picking on businessmen one way or the other.
The typical problem is that if you pay money and shake it and listen well, you say give me this carrot. Businessmen are not fundamentally bad people. They spend a lot of time, effort, and thought on the company and technology. If you limit one thing and make it, will it work.
Recently, a two-year, three-year installment repayment low-interest loan project has been launched. It is a loan, and you should report to your bank account on what purpose you use it for. This is a company that has something to do with a hearing aid or a woman, or a company that is close to the swordfish. You may think the rules are ridiculous, but it is not easy for a normal company to spend money in advance. That is not even a government-funded project, but a loan. The loan project is a three-year installment repayment for two years.
Aren't the bureaucrats crazy? Things that usually require money for companies are high-interest loans. How can you buy research equipment and use it for labor costs every year? The labor cost is already being used for a large part of the government's project, so what do you want me to do?
You're not an elementary school student, but you're saying that you're making weird loan loans and using them to be considerate of businessmen. Would you use them if you were me?
If such a loan looks good, come out and start your own business. I assure you that if the bureaucrats or executive officers who made these loans do business, 90% of them are new and the remaining 10% are likely to be suicidal.
It is necessary to conduct a back-to-back investigation into the tech companies that are willing to spend these funds on their own and the screening stations that have allowed them. It cannot be a normal company.
Businessmen look funny, don't they?
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