[경제읽기] 샌프란서 'AI 협력'…부동산 국민 대토론회 / 연합뉴스TV (YonhapnewsTV)

[Guest: Kim Dae-ho, Director of the Global Economic Research Institute] This is 'Reading the Economy,' a segment designed to help you understand current economic issues more easily. Today, we will discuss various economic issues with Kim Dae-ho, Director of the Global Economic Research Institute. [Question 1] Let's start with news from the stock market. The KOSPI started higher after recovering from last week's 'Black Friday,' but has since turned downward again. Over the weekend, news also broke regarding a $950 billion 'AI alliance' between Korea and the U.S., equivalent to approximately 1,390 trillion won. How do you view the current market situation? [Question 1-1] This week, in addition to earnings announcements from U.S. hyperscalers such as Meta, Microsoft, and Amazon, SK Hynix and Samsung Electronics are also scheduled to release their earnings reports. Amidst this, the Wall Street Journal pointed out that the price of SK Hynix's ADRs is excessively high compared to its Korean counterpart. With concerns rising about an AI overheating, where is the market focusing its attention? [Question 2] Let's also look at real estate news. Prime Minister Han Sung-sook is holding her second "Real Estate Policy Forum" today. This event is being held following a suggestion made last week by President Lee Jae-myung that if the first forum was insufficient, it would be good for Prime Minister Han to hold another discussion. How will the tax system reforms—including property tax, capital gains tax, and long-term special deductions—change? [Question 3] Let's also look at news regarding oil prices. International oil prices are soaring again as tensions rise in the Red Sea following the Strait of Hormuz. Rising oil prices will lead to inflation, followed by increases in interest rates and exchange rates. How do you forecast the direction of our economy in the second half of the year? [Question 3-1] Amidst this, the real value of the Korean won fell to its lowest level in 17 years since the global financial crisis last month. Furthermore, the United States has re-designated Korea as a currency watch country. What is the reason for this, and how does the foreign exchange authority plan to respond? ▣ Subscribe to Yonhap News TV's documentary channel 'Docu-Digging'    / @docu-digging   ▣ Subscribe to Yonhap News TV YouTube Channel    / @yonhapnewstv23   ▣ The Beginning of Korean News, Yonhap News TV / Yonhap News TV http://www.yonhapnewstv.co.kr/