영문번역 KOSPI(코스피에 대하여
코스피는 너무 많이 올랐었다. 솔직히 상황이 만들어 준 AI거품에 올라탄 값을 치뤄야한다.대한민국은 소프트웨어 강국이 아니다. 정말 주구장창 소프트웨어 개척에 관심을 두라고해도 오직 반도체만을 깊게 파고들었다.하지만 그마저도 정말 깊숙한 곳에 있는 AI용 반도체는 선점하지 못했다.대한민국 300m마다 있는피시방에는 엔비디아의 반도체칩이 그득하지만 어째서 인지 무시하고 말았다.그렇지만 내 생각에는 반도체에 대한 기본 만큼은 대한민국이 갖고 있다고 생각한다.코스피는 꼿꼿한 자세로 외줄다리타기를 하고 있다. 목표까지 무사히 간다면야 대단한 조명과 박수갈채를 받을 것이다.여태껏 네잎클로바를 찾아서 온게 아니라면 충분히 도달할 것이다.
On the KOSPI
The KOSPI has risen too much. Honestly, it now has to pay the price for riding an AI bubble created by favorable circumstances. South Korea is not a software powerhouse. Despite constant calls to venture into software development, the country remained hyper-focused
On the KOSPI
The KOSPI has risen too much. Honestly, it now has to pay the price for riding an AI bubble created by favorable circumstances. South Korea is not a software powerhouse. Despite constant calls to venture into software development, the country remained hyper-focused solely on semiconductors. Yet, even in that space, it failed to secure a first-mover advantage in high-end AI chips. While PC cafes on every corner in Korea are packed with NVIDIA chips, they somehow overlooked this signal.
Even so, I believe South Korea retains a solid foundation when it comes to semiconductors. The KOSPI is now walking a tightrope with a resolute posture. If it reaches its destination safely, it will surely earn immense spotlight and applause. As long as it didn't rely purely on luck to get this far, it will certainly make it to the end.
Japan stands as the first among us to have dared to take on the United States. Yet, Japan’s interest rate hike has sent the U.S. soaring through the firmament. Globally, the tide will turn depending on whether this is embraced as an ordeal or met as a challenge.
Japan stands as the first among us to have dared to take on the United States. Yet, Japan’s interest rate hike has sent the U.S. soaring through the firmament. Globally, the tide will turn depending on whether this is embraced as an ordeal or met as a challenge.
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기준금리결정에 관해
이제는 금리인하는 없다는걸 알아 왜냐면 그때그때 상황만 봤었으니까 시장이 반영해주기 전엔 눈치채지 못했던 거지
FOMC Day (금리 결정이 내려지는 연방공개시장위원회 회의 당일)
There is so much for us to take into account, but we now realize that further interest rate cuts are off the table. Because we only focused on immediate circumstances, we failed to catch the signs until the market had already priced them in.
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