#트럼프관세

The stock market in 2025 was, in a word, a roller coaster. At the beginning of the year, the dipshock shock sent AI semiconductor stocks plunging, shaking the entire market. The subsequent announcement of Trump's tariff policy sent another shockwave through US stocks and global markets. Many investors lost direction and took a wait-and-see approach. But in the second half of the year, the mood changed. The Fed's decision to cut interest rates revitalized liquidity expectations, and AI stocks, led by Nvidia, were revalued as AI demand was confirmed by earnings. In the meantime, the Korean stock market also broke through the Kospi 4000 on expectations of a recovery in the semiconductor industry. 2025 was a year of both crisis and opportunity. This experience will serve as an important reference point for setting investment strategies in 2026. #2025 stock market #dipshock #Trump tariffs #Fed rate cut #AI stocks #Semiconductor #KOSPI 4000 #2026 outlook

The rare earth wars have reignited. China's export controls and Trump's threat of 100% tariffs, coupled with JPMorgan's $1.5 trillion "capital security" investment, have created volatility. After the short-term shocks, the opportunities come from supply chain diversification and strategic industries. #rare-earth #US-China trade war #Trump tariffs #China rare earth export controls #JPMorgan investment #Capital security investment #Global financial market volatility #Bitcoin plunge #Cryptocurrency liquidation #Strategic industry investment #Supply chain diversification