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[13F] 데이빗 테퍼의 APPALOOSA 2025년 4분기 13F 투자 포인트 분석
Summary) 보고 기준일: 2025년 12월 31일 총 포트폴리오 가치: 약 68억 5,367만 달러 운용 종목 수: 38개 (고확신 집중 투자 기조 유지) 핵심 전략 요약: Down the Stack: AI 반도체 투자의 축을 '설계(Fabless)'에서 '제조 및 메모리(Hardware)'로 이동 Global Value: 한국 시장(EWY) 신규 진입을 통한
blog.naver.com · 2026.02.18
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[16th CC] World Heritage Cities and Local Residents
These cities, with their multitude of stories and traditions passed down through generations, have become the focus of global attention.
blog.naver.com · 2024.05.29
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달러의 위상:2023.12.31
Business News Share of dollar in global reserves nosedives – IMF Published: 31 Dec 2023 | 05:21 GMT The greenback’s share of global reserves plummeted below 60% in the third quarter of 2023, according to
blog.naver.com · 2024.01.01
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The Dollar Is Extremely Strong, Pushing Down the World
The Dollar Is Extremely Strong, Pushing Down the World By Karl Russell, Joe Rennison and Jason KaraianJuly has been in a generation, devaluing currencies around the world and unsettling the outlook for the global
blog.naver.com · 2022.07.18
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전력난 | 영어로? | 영어로 말하기
전 세계의 소비자들(global consumers)은 조만간 물건 품귀 현상(shortages of goods)을 겪을(suffer) 것으로 전망된다(it is assumed). 이로 인해 중국의 공장들은 문을 닫았고(shut down) 일부 가구(a few households)는 암흑 속에서 지내야(stay in the dark) 했다.
blog.naver.com · 2021.12.03
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아바 신곡 빌보드 글로벌 U.S top 40 진입 - Shut 26위, Faith 37위 / 빌보드 글로벌 200 진입 Shut 54위, Faith 62위 시작
Me Down" and "I Still Have Faith in You," both bound onto the Billboard Global Excl. On the Billboard Global 200, "Shut" begins at No. 54 (15.4 mil.......
blog.naver.com · 2021.09.17
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테슬라 점유율 FUD에 대한 팩트 체크
시장 점유율 (CS) Tesla’s market share in the global electric vehicle market declined to 11% in April, down
blog.naver.com · 2021.06.04
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[이지경제영어] Keyword 66. US stock index shed(미국 주식 지수 하락)
stock fell yesterday as investors fled to the safety of bonds amid mounting expectations that slowing global Meanwhile, the Nasdaq Composite - weighed down by losses in the semiconductor sector - shed 1.4 percent
blog.naver.com · 2021.05.19
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2020.06.17
remotely 원격으로 / respective 각자의, 각각의 A major part of recent discussions dealt with the reopening of the global Most countries had been under various lockdowns to slow down the infection rate. lockdown 제재 / infection
blog.naver.com · 2020.06.17
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32. Feminism, sports and development
Pull me down, I will come back stronger. with us as we think about sports, development and the future in the context of the ongoing Covid-19 global
blog.naver.com · 2020.05.21
