폴리마켓

조건이 헌재의 인용이 아닌 국회에서의 소추안 통과라고 함

텔레 보는 사이에 아내가 탕수육에 소스를 부어버렸습니다....

(지난뉴스)
Chevron and Exxon Target Data Centers with Reliable Gas Power
* 차기 고객에 대응하는 오일메이저의 바람직한 태도

“It fits many of our capabilities - natural gas, construction, operations, and being able to provide customers with a low-carbon pathway on power through CCUS (carbon capture, utilization and storage), geothermal, and maybe some other technologies,” Jeff Gustavson said.

"한국 경제, 이번엔 기댈 곳 없다"…한국은행 충격 진단
https://www.hankyung.com/article/2024121580871

냉정하게 보면 고준위방사성폐기물 테마주로 윻ᆢ

🇨🇳MORE COMMODITY FUTURES OPENED LOWER IN #CHINA ON MONDAY. #NICKEL FELL BY 2.55%, #TIN -1.55, #SILVER DROPPED BY 1.5%, #GOLD WAS DOWN 1.3%. #COPPER -0.5%, #ALUMINUM -0.05%. #ZINC +0.23%.
INE CRUDE OIL ROSE 1.5%. THE FREIGHT INDEX WAS DOWN 0.5%. #OOTT
#IRONORE ROSE 0.4%, WHILE #STEEL REBARS -0.15%. ...

부양 관련 의지는 계속 강조하고 있으나 현상은 그러하지 못하는 모습

[유안타증권 철강/금속 이현수]

(12/16) 주요 상품가격 및 해외업체 주가동향

1. 중국 철강 및 원재료 가격
열연 ￥3,542/t(-0.5%, YTD -13.1%)
철근 ￥3,548/t(+0.1%, YTD -14.3%)
중국 철광석 수입 $104.4/t(-2.1%, YTD -25.7%)
호주 원료탄 수출 $207.3/t(+1.1%, YTD -36.0%)

2. 비철금속 및 귀금속 가격
구리 $9,060/t(-0.3%, YTD +5.9%)
아연 $3,088/t(+0.3%, YTD +16.2%)
니켈 $15,876/t(-1.9%, YTD -4.4%)
금 $2,676/oz(-1.2%, YTD +29.2%)
은 $30.6/oz(-1.4%, YTD +28.4%)

3. 기타 지표 및 가격
달러인덱스 107.0(+0.0%, YTD +5.6%)
WTI유가 $71.3/barrel(+1.8%, YTD -0.5%)
중국 탄산리튬 $10,449/t(-0.1%, YTD -23.1%)
중국 수산화리튬 $9,555/t(-0.1%, YTD -25.0%)

4. 해외 철강업체 주가동향
POSCO홀딩스 ADR -1.6%, Nippon Steel +0.1%, JFE Holdings -0.8%, China Steel -1.2%, Baoshan -2.0%
ArcelorMittal -2.3%, ThyssenKrupp -3.6%, Nucor -4.7%, U.S. Steel -2.2%, Nyrstar -1.7%

BCA call

중국은 여전히 "경기부진"

increased by 580 bln, nearly half the expected amount. Total social financing rose by 2.3 tln instead of the expected 2.7 tln. Finally, M2 growth slowed to 7.1% y/y from 7.5% in October.


The absence of credit growth acceleration bodes ill for China’s outlook following recent stimulus attempts. While volatile, growth in new CNY loans stands at close to -50% y/y. It is increasingly clear that China’s policy mix is not stimulative, as recent data have shown.

Growth is unlikely to meaningfully accelerate as long as real lending rates remain elevated, private sector confidence is depressed, and local governments remain wary of spending.

China’s role in the global economy motivates our defensive asset allocation, and absolute-return investors should avoid China plays for now. Prospective risk-adjusted returns on Chinese equities are poor, and the CNY will keep depreciating until US-China trade talks emerge

t.iss.one/jkc123

한화에어로, 레오나르도 출신 대표 영입…그룹 글로벌 방산 사업 총괄
https://www.hankyung.com/article/2024121690395

China's November retail sales miss expectations as economic woes deepen

https://www.cnbc.com/2024/12/16/chinas-november-retail-sales-miss-expectations-as-economic-woes-deepen.html?__source=androidappshare

이젠 AI가 무속 점도 봐준다…KAIST가 만든 AI신당 화제
https://www.donga.com/news/Society/article/all/20241216/130649655/2

https://m.blog.naver.com/onion_asset/223447993491

https://m.blog.naver.com/onion_asset/223489597509

https://blog.naver.com/onion_asset/223681370214
#반도체 #ASIC
ASIC 분석 시리즈

브로드컴 주가의 종착점이 알고싶으시다면 강력 추천

TAIWAN LEADERS SHOCKED BY SIZE OF CHINESE MILITARY DRILLS, US REMAINS MUTE ...

기다리고 기다리시던 폴더블 아이폰