[일:] 2025년 03월 23일

Recent developments in U.S. cybersecurity and banking include concerns over Chinese cyberattacks, prompting calls for transparency from the Department of Homeland Security. Meanwhile, Banco Santander partners with Verizon to expand in the U.S. market, while the FAA considers switching a $2.4 billion contract from Verizon to Elon Musk’s Starlink. These changes influence investor sentiment amidst ongoing political dynamics and market shifts.

On February 12, U.S. stock markets showed mixed results, with the Dow falling 0.2% and the S&P 500 rising 0.5%, boosted by easing inflation concerns. International oil prices increased over 2% due to stronger demand. The SEC is reviewing Grayscale’s application for a Dogecoin ETF, and Apple resumed advertising on X. NHN Cloud partnered with DooZone to enhance cloud services, while Kakao focused on digital safety improvements. Overall, cautious optimism persists amid economic developments and potential challenges.

Viatris Inc. launched following the merger of Pfizer’s Upjohn and Mylan, focusing on delivering high-quality medicines globally. Operating in 165 countries with over 1,400 approved substances, Viatris emphasizes shareholder returns, planning to distribute at least 25% of its free cash flow. The merger enhances research and development capabilities, improving patient access to essential medications while positioning Viatris as a key player in the pharmaceutical industry.

Exxon Mobil and SLB are investing in lithium as fossil fuel companies move into the electric vehicle supply chain. While the stock market faces challenges due to rising interest rates and economic data, some tech companies are recovering. Cryptocurrencies like Bitcoin attract renewed investor interest amidst political uncertainties and technological disruptions. Investors need to adapt to the evolving market dynamics.

The KOSPI index recently experienced fluctuations, closing at 2429.67 on October 26, primarily due to political tensions over the impeachment of President Han Duck-soo. Individual investors sold off stocks, while foreign and institutional investors remained optimistic. Despite challenges in the KOSDAQ, some companies saw gains. The political climate continues to influence market dynamics, presenting both risks and opportunities for investors.