저자: 미상 · 한국인
요약 보기
방송 초반 팔란티어 주가 상승 언급 후 한국 언론 보도(방산 AI 진출 탐색)를 근거로 방산·미국 방산주 장기 강세를 전망. 나이키는 주가 급락 후 반등 가능성을 언급하며 약 $85~$99 지지선 보유 권고. 에너지주는 다운스트림 기업의 마진 개선 기대로 단기 선호를 밝힘. 전반적으로 예측과 해석이 섞여 있음.
다듬은 글
Please take a look at Palantir. It's been quiet lately, but let's take a look. Is n't it falling today? Oh, it's going up already. It's going up 0.6%, or something like 0.62%. It's good when it goes up, right? Yes. But there haven't been any articles recently this year, have there? Are there any articles that came out today?
Is there anything? Regarding today's magazine article from Korea... I wasn't going to do this, but looking at it, yes, it's " Biz Korea." It says something about exploring entry into the Korean defense market. So, regarding the Korean Ministry of National Defense, Korea is also trying to introduce AI into the military.
Yes, but they say Korea does n't have the defense equipment to do it. Hmm, but it would be expensive, so I don't know if it's possible. Since they just sounded it out, I don't know how it will turn out. I don't know if it will be acceptable, but you can go in and search for it if you have it and just read the article.
If you read it, there is a possibility. Right now, everyone is talking about defense stocks, and Korean defense stocks are doing pretty well too. Yes, these days. But yes, because Europe isn't ending, and the snack industry isn't ending either. Also, there are no defense companies in Europe; it's practically at a level of peace.
Since Korea is the only one standing in a standoff, weapons... The weapons are good. Yes, Korea has good weapons because they have continued development, so their weapons are as good as those of the US. That is why the defense industry is thriving. Currently, the US is also introducing AI into its defense sector, specifically MDO ( Multi-Domain Operations).
They were conducting multi-domain operations across maritime, air, land, space, and cyberspace. Because they have introduced AI capable of comprehensive responses to these situations, I think it might become more famous if it enters Korea, though I am not sure if that is feasible. Anyway, there is this aspect, and discussions regarding the adoption of AI for defense are also ongoing in various European countries.
Therefore, the scope of business in that area could continue to expand. As I mentioned before, this global situation is not going to end quickly; geopolitically, it has the potential to continue for decades. Recently, looking at it, I think the US defense sector will remain strong. So, it is good in this area in the long term because the possibility of localized warfare continues to rise.
Although it is somewhat quiet now, if tensions between mainland China and Taiwan escalate, the tension will increase again. As it rises, and since that is how things turn out and the world is flowing, I don't think I'll find my place in the runway. So, well, that is the situation. You can just view this as something that exists.
And is there no hope for Nike? Yes, there is no hope. It doesn't look like there is yet. If I had to say something, I think the fact that it has dropped so much might have become a reason to buy. It's easy, but oh, it's really so hard to get. The performance you are looking at right now is -2% weekly, 88% monthly, 14% quarterly, and 266% over the year.
Wow, 16% this year alone. What on earth is going on? Please give us a failure this time, Director. Please give us a failure this time. What was said this time will probably last for a while because they confessed that it won't work. Here, too, those so-called companies that used to be successful all need to reflect and overhaul themselves.
Here, too, there is nothing to tear apart, nothing to crush. They are just working hard, working hard, just making and selling shoes. Then they should be good at leading the way or something like that, right? Oh, what were they doing, and over there, this friend... Even Lemon, a distant friend, has n't had a good stock price recently, has it?
Yes, Ram is falling along with it. So, everyone was young. Especially Nike, with the China situation compounded, right now, in my opinion, it does n't look easy. Right? That's my honest feeling, sir. ...Well, maybe we shouldn't look at it. For those who are holding, I mean, for those holding Likey, yes, for now, yes, I think there will be some support from around $990 to about $85.
Right here, right here, right here, so you should look at that and respond accordingly. It would be good to hold on one more time now, because if it drops a bit more, that will come. But for now, well, since you have come this far anyway, I think it would be good to hold on a bit longer. Because, as I mentioned earlier, although [something] confessed...
wouldn't there be something from the company? Yes, some alternatives will likely come out. It would be good to trust them. They said it takes about three years for things to work out properly. Right? If it takes three years, this is difficult. Honestly, since you say you are sensitive to trends and [something] research...
since you say you are sensitive to [something]... that sensitivity... yes, regarding fashion and things like that... Well, you are sensitive, right? You are a sensitive person. So, if you are sensitive, it is okay to do it. Then you can catch up with trends quickly. But people like me—me, well, you know, we don't go around looking at how others dress, do we?
We don't look, we don't look. For people like that, no matter how good something is, don't buy it. I mean, even if a place is good, if you buy it, you might not know why the price goes up or down just by looking at the numbers. Right, right? Yes. So, when it comes to clothing and things like that, it's really fine for people who are actually interested in that kind of thing.
But why does it keep going around and around? Because trends come and go. Well, sometimes it's like with other clothes, right? Lulu and Lulu Lemon were doing well, but then a new strong competitor comes out and threatens them. Yes, given that situation, it seems like clothes and shoes just endlessly cycle.
Sometime in a few years, Nike might rise again. Because someone keeps challenging them, and if it seems like Nike is dying down a bit, that person drops out, and then it just goes back to Nike. They said so... hmm, it feels like it's going in circles, so I'm not doing it. Me too, okay. Moving on. As for Nike...
ah, regarding Nike, even though I'm holding onto it like that, I do n't think it's helping me right now. Okay. Hello. It's good for energy, right? Should I split it up into upstream, midstream, and downstream? Should I split them one by one? Or should I invest in a company that encompasses the whole, like Mobil or Chevron?
Sir, regarding this, since the decision is already set, asking me is like asking, "Has n't the midstream gone up a lot right now?" No, among them, yes, the safe option is the midstream, and the aggressive one right now is the downstream. I remember I probably talked about this yesterday, but the companies operating in the encircled basin are good, but if you don't trust oil prices and just want to keep watching them go up, I think this is the only option.
If you are doing it because of oil prices, well, the situation would be different then, but X and Chevron would all be good, right? But since I don't look at oil prices, I talk about my personal Parga resources. Yes, I'll talk about it, and if the midstream has gone up a lot, then since there is upstream and downstream, looking at it right now, downstream...
Stream companies have much higher margins. Yes, they will be higher because they take a large margin. Let me reiterate: downstream companies handle distribution, while midstream companies are not owned; upstream companies are classified as exploration firms. So, what makes them good? Which companies are they?
Downstream companies are included. Yes, right. Since those places can take large margins and spreads, their profits will improve later. Gasoline prices in the US have been continuously rising lately. So, among the downstream companies, you could look at them in the short term. Looking at it today, Daler Energy looks good, and then Mererson Petroleum looks good too.
I think I mentioned this yesterday, but it wouldn't be bad to take a look at all of these. However, there is one thing: I am a bit hesitant about Occidental Petroleum. It feels like if it just keeps going up, it really won't go up. So, you should exclude it. If you choose from the stocks I mentioned earlier, there does n't seem to be any problem, and I will say it again: the most reliable option is ExG.
Excel is good today. It's coming again today. Ex, suddenly the energy is rushing up after getting crushed on DC, so uh, it's a bit scary e
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