쇼인 줄 알았죠? 당신 계좌 털릴 미·중 '비밀 합의’ [판도]
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깨비증권 마블TV [KB증권]
152,393 views
00:00 The US-China Summit: What Is It Really Meaning?
04:35 Changed US-China Relations… The Competition Continues
07:18 What the US and China Actually Exchanged
12:33 Can China Become AI Self-Reliant Despite US Sanctions?
16:03 Why the US and China Established an AI Hotline
20:51 Will Chinese AI Get Faster Even with a Hotline?
22:46 Why China Wants Nvidia Chips Again
23:51 Inference vs. Training Chips: An Opportunity for Korean HBM
26:17 Taiwan and TSMC: What Did the US Give Up to China?
32:22 Will the US and China Return to the Era of Free Trade?
34:54 Changed ROK-US Relations: Where Does Korea Stand?
38:56 The Real Reason This Summit Is Important
*Recording Date: September 29*
"Trump Endured an Hour at the Airport Waiting for Xi Jinping?!" Did you say the much-hyped feast had nothing to eat? Beneath the surface, a brutal 'death match' has already begun.
The 3-day, 4-night U.S.-China summit appeared heartwarming on the surface.
However, the real battle unfolded off-camera.
Trump’s airport waiting show, which delivered the 'Respect' China so desperately wanted—what exactly is the real bill from the U.S. hidden behind it?
The crazy issues we will dig into in detail today on Pando
TSMC Packing for the U.S.: Is Taiwan Being Abandoned? Korea’s Survival Formula: On the Verge of Being Crushed in the Clash of Whales
Nuclear-Level Fear, the U.S.-China AI Hotline: The AI Hegemony War Between the U.S., Who Broke the Hotline, and China, Rushing with 'Huawei SuperPODs'
The Beginning of a Beginning, a Completely Flipped Landscape: Forget the U.S.-China Relations of the Past! The Path Forward for Our Economy and Investment Markets on the G2’s Giant Chessboard
The Hidden Inch of the U.S.-China Summit That No One Properly Pointed Out! We’ll give you a clear and satisfying analysis on Pando.
#AlSangmu #ChoiJunyoung #ParkSoohyun #KBSecurities #Pando #USChinaSummit #Trump #XiJinping #AI #NVIDIA #Huawei #TSMC #China #ChineseRobots #NVIDIA #Semiconductor #SamsungElectronics #SKHynix #Hynix #AIWar #AIUSChinaHegemony #USChinaHegemony #USAI #ChinaAI #DrChoiJunyoung #TeamLeaderParkSoohyun #EconomicOutlook #InvestmentStrategy #Pando #KOSPI #KOSDAQ #Stocks #InvestmentStrategy #KBSecurities #StockAnalysis #StockMarketConditions #Economy #Securities
쇼인 줄 알았죠? 당신 계좌 털릴 미·중 '비밀 합의’ [판도]
깨비증권 마블TV [KB증권]
152,393 views
00:00 The US-China Summit: What Is It Really Meaning?
04:35 Changed US-China Relations… The Competition Continues
07:18 What the US and China Actually Exchanged
12:33 Can China Become AI Self-Reliant Despite US Sanctions?
16:03 Why the US and China Established an AI Hotline
20:51 Will Chinese AI Get Faster Even with a Hotline?
22:46 Why China Wants Nvidia Chips Again
23:51 Inference vs. Training Chips: An Opportunity for Korean HBM
26:17 Taiwan and TSMC: What Did the US Give Up to China?
32:22 Will the US and China Return to the Era of Free Trade?
34:54 Changed ROK-US Relations: Where Does Korea Stand?
38:56 The Real Reason This Summit Is Important
*Recording Date: September 29*
"Trump Endured an Hour at the Airport Waiting for Xi Jinping?!" Did you say the much-hyped feast had nothing to eat? Beneath the surface, a brutal 'death match' has already begun.
The 3-day, 4-night U.S.-China summit appeared heartwarming on the surface.
However, the real battle unfolded off-camera.
Trump’s airport waiting show, which delivered the 'Respect' China so desperately wanted—what exactly is the real bill from the U.S. hidden behind it?
The crazy issues we will dig into in detail today on Pando
TSMC Packing for the U.S.: Is Taiwan Being Abandoned? Korea’s Survival Formula: On the Verge of Being Crushed in the Clash of Whales
Nuclear-Level Fear, the U.S.-China AI Hotline: The AI Hegemony War Between the U.S., Who Broke the Hotline, and China, Rushing with 'Huawei SuperPODs'
The Beginning of a Beginning, a Completely Flipped Landscape: Forget the U.S.-China Relations of the Past! The Path Forward for Our Economy and Investment Markets on the G2’s Giant Chessboard
The Hidden Inch of the U.S.-China Summit That No One Properly Pointed Out! We’ll give you a clear and satisfying analysis on Pando.
#AlSangmu #ChoiJunyoung #ParkSoohyun #KBSecurities #Pando #USChinaSummit #Trump #XiJinping #AI #NVIDIA #Huawei #TSMC #China #ChineseRobots #NVIDIA #Semiconductor #SamsungElectronics #SKHynix #Hynix #AIWar #AIUSChinaHegemony #USChinaHegemony #USAI #ChinaAI #DrChoiJunyoung #TeamLeaderParkSoohyun #EconomicOutlook #InvestmentStrategy #Pando #KOSPI #KOSDAQ #Stocks #InvestmentStrategy #KBSecurities #StockAnalysis #StockMarketConditions #Economy #Securities