[일:] 2025년 03월 19일

Asian stocks, particularly Hong Kong’s Hang Seng Index, have surged, driven by optimism in China’s economic stimulus and AI advancements. Baidu and Alibaba are key beneficiaries, with Baidu’s shares rising after announcing new AI models. Meanwhile, U.S. markets show caution due to trade concerns and recession fears. Both companies are shifting to open-source strategies and investing heavily in AI and cloud computing, signaling a competitive future amid regulatory scrutiny.

Recent developments in cryptocurrency highlight increased institutional investment, with 18 U.S. states considering Bitcoin legislation. Major firms like MicroStrategy own substantial Bitcoin, reflecting growing acceptance. The market is shifting toward institutional dominance, amid cautious retail investor sentiment. Meanwhile, optimism on Wall Street rises due to anticipated Federal Reserve policy changes. The integration of Bitcoin into mainstream finance suggests significant shifts ahead for investors.

Foxconn expects a 2.35% profit rise due to AI server demand, with projected net profits of $1.65 billion. Despite trade tensions, it will collaborate with Apple on a new server facility in Houston. Meanwhile, Apple faces scrutiny over encryption policies amid UK pressure. A U.S. business mission to Vietnam is planned, highlighting trade relations. Additionally, the DOJ’s new antitrust head targets Big Tech accountability, with ongoing scrutiny of Google’s market dominance. Future growth for tech firms depends on navigating regulatory and trade challenges.

The South Korean ETF market is booming, surpassing 180 trillion won, with companies lowering fees to attract investors. Coupang’s CEO plans to sell 15 million shares to meet tax obligations, raising concerns about investor confidence. Geopolitical tensions are impacting global markets, notably the U.S., affecting South Korean holdings in U.S. stocks. Overall, the growing ETF market offers opportunities but highlights the need for cautious investment strategies amidst market fluctuations.

Chinese EV manufacturers like Zeekr, Xpeng, and GAC are racing towards Level 3 autonomy, significantly advancing automotive technology. BYD disrupts the market with free advanced driver-assistance systems. Xpeng invests $13.8 billion in robotics, fostering competition. Meanwhile, U.S. stocks face challenges amid high interest rates, raising investor concerns. The competitive landscape in EVs is intensifying as firms adapt to technology trends and pricing strategies.