2025 China Asset Market Analysis: Policy Signals and Investment Opportunities

Is China’s stock market a hidden gem or a trap?With rising technological strength, a full-scale manufacturing transition, and capital flowing into Hong Kong,this article summarizes both the opportunities and risks in China’s investment landscape as of mid-2025. Source: Analyst briefing on China markets โ€“ July 2025 1. China’s Economy: Macro Structural Shifts Root Causes of … Read more

GCTS : A Small Cap Positioned for a Big 5G Breakthrough

Can a small fabless company become the dark horse of 5G? Hereโ€™s why GCTS is drawing attentionโ€”and how much upside it could offer. 1. What kind of company is GCT Semiconductor? GCT Semiconductor (ticker: GCTS) is a US-listed fabless chip design company, focused on 4G and 5G modem chipsets. They do not manufacture the chips … Read more

์–ด๋ณด๋ธŒ๋ฐ˜๋„์ฒด, ๊ตฌ์กฐ์  ์„ฑ์žฅ์˜ ์ „ํ™˜์ ์ธ๊ฐ€?

1. ์‚ผ์„ฑ์ „์ž์™€์˜ ํ˜‘์—…: AI MCU ๊ณต๊ธ‰ ํ™•๋Œ€ ์‚ผ์„ฑ์ „์ž์˜ ์ฐจ์„ธ๋Œ€ AI ๊ฐ€์ „ ๋ผ์ธ์—…์— ์–ด๋ณด๋ธŒ๋ฐ˜๋„์ฒด์˜ AI MCU๊ฐ€ ๋ณธ๊ฒฉ์ ์œผ๋กœ ํƒ‘์žฌ๋  ์˜ˆ์ •์ด๋‹ค. 2024๋…„ํ˜• ‘๋น„์Šคํฌํฌ AI ์ฝค๋ณด’ ์„ธํƒ๊ธฐ, 2025๋…„ํ˜• ‘๋น„์Šคํฌํฌ AI ํ•˜์ด๋ธŒ๋ฆฌ๋“œ’ ๋ƒ‰์žฅ๊ณ  ๋“ฑ ์ฃผ์š” ํ”„๋ฆฌ๋ฏธ์—„ ๊ฐ€์ „์— ์–ด๋ณด๋ธŒ์˜ ์นฉ์ด ์ ์šฉ๋˜์—ˆ์œผ๋ฉฐ, 2025๋…„ ์ƒ๋ฐ˜๊ธฐ ์–‘์‚ฐ ์˜ˆ์ •์ธ ์˜จ๋””๋ฐ”์ด์Šค AI MCU(์ฝ”๋“œ๋ช… ์•„๋‹ด-100)๋Š” ์Œ์„ฑ ์ธ์‹, ์—๋„ˆ์ง€ ์ตœ์ ํ™” ๋“ฑ AI ๊ธฐ๋Šฅ์ด ๋‚ด์žฅ๋˜์–ด ์žˆ๋‹ค. ์ด ์นฉ์€ ์‚ผ์„ฑ … Read more

์‚ผ์ง€์ „์ž(037460) ๋ถ„์„: AI ๋ฐ˜๋„์ฒด ์œ ํ†ต์œผ๋กœ ์„ฑ์žฅ์ด ๊ธฐ๋Œ€๋˜๋Š” ์ฝ”์Šค๋‹ฅ ๊ธฐ์—…

AI๋ฐ˜๋„์ฒด ๊ณ„์˜ ์‹ค๋ฆฌ์ฝ˜ํˆฌ? ์‚ผ์ง€์ „์ž๋Š” ํ†ต์‹ ์žฅ๋น„ ์ œ์กฐ์™€ ์ „์ž์œ ํ†ต์—…์„ ์ค‘์‹ฌ์œผ๋กœ ์„ฑ์žฅ ์ค‘์ธ ์ฝ”์Šค๋‹ฅ ์ƒ์žฅ ๊ธฐ์—…์ด๋‹ค. ํŠนํžˆ 2024๋…„ ์‚ผ์„ฑ์ „์ž์™€์˜ AI ๋ฐ˜๋„์ฒด ์œ ํ†ต ์‚ฌ์—…๊ถŒ์„ ๋”ฐ๋‚ด๋ฉด์„œ ๋งค์ถœ๊ณผ ์˜์—…์ด์ต์ด ํฌ๊ฒŒ ๋›ด ๋ถ€๋ถ„์ด ๊ด€์‹ฌ์ด ๊ฐ”๋‹ค. ์ „์ž ์œ ํ†ต์—…์œผ๋กœ 24๋…„๋„์— ์˜์—…์ด์ต์„ ์ด๋ ‡๊ฒŒ ์˜ฌ๋ ธ๋‹ค๊ณ ? ์•Œ๊ณ ๋ณด๋‹ˆ, ์‚ผ์„ฑ์ „์ž์˜ AI์นฉ ์œ ํ†ต๊ถŒ์„ ๋”ฐ๋‚ธ ํšŒ์‚ฌ ์˜€๋‹ค. ์ด๋ฒˆ ๋ถ„์„์—์„œ๋Š” ์‚ผ์ง€์ „์ž์˜ ๊ตฌ์กฐ์  ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ๊ณผ ๊ฒฝ์Ÿ ์šฐ์œ„, ์žฌ๋ฌด ์„ฑ๊ณผ, ๊ทธ๋ฆฌ๊ณ  ์šด์˜ ํšจ์œจ์„ฑ ์ธก๋ฉด์—์„œ์˜ … Read more

๋ฏธ๊ตญ ์•ฝ์„ธ, ์ค‘๊ตญ๊ณผ ์œ ๋Ÿฝ์˜ ๊ฐ•์„ธ: ํ•œ๊ตญ ํˆฌ์ž ์ „๋žต์€?

์ตœ๊ทผ ๊ธ€๋กœ๋ฒŒ ๊ธˆ์œต ์‹œ์žฅ์€ ๋ฏธ๊ตญ์˜ ์•ฝ์„ธ์™€ ์ค‘๊ตญ, ์œ ๋Ÿฝ์˜ ๊ฐ•์„ธ๋ผ๋Š” ๋šœ๋ ทํ•œ ํ๋ฆ„์„ ๋ณด์ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ๋ฏธ๊ตญ์€ ๊ฒฝ๊ธฐ ๋‘”ํ™” ์šฐ๋ ค์™€ ์žฌ์ • ๋ถ€์–‘ ์—ฌ๋ ฅ ๋ถ€์กฑ์œผ๋กœ ์–ด๋ ค์›€์„ ๊ฒช๊ณ  ์žˆ๋Š” ๋ฐ˜๋ฉด, ์ค‘๊ตญ๊ณผ ์œ ๋Ÿฝ์€ ์™„๋งŒํ•œ ์ธํ”Œ๋ ˆ์ด์…˜๊ณผ ์ ๊ทน์ ์ธ ๋ถ€์–‘์ฑ…์œผ๋กœ ์ƒ์Šน์„ธ๋ฅผ ์ด์–ด๊ฐ€๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์ด๋Ÿฐ ์ƒํ™ฉ์€ ๊ณผ๊ฑฐ 2006~2008๋…„์˜ ์‹œ์žฅ ํ๋ฆ„๊ณผ ์œ ์‚ฌํ•œ ์ ์ด ๋งŽ์•„, ๋‹น์‹œ์˜ ์‚ฌ๋ก€๋ฅผ ํ†ตํ•ด ํ˜„์žฌ์™€ ๋ฏธ๋ž˜๋ฅผ ์˜ˆ์ธกํ•ด๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ํฌ์ŠคํŠธ์—์„œ๋Š” ์ด ์‹œ๋‚˜๋ฆฌ์˜ค๋ฅผ … Read more

์œ ๋กœ ๊ฐ•์„ธ์™€ ์œ„๊ธฐ: 2006-2009๋…„ ๊ตํ›ˆ์œผ๋กœ ์ฝ๋Š” 2025๋…„ ํˆฌ์ž์ „๋žต

์ตœ๊ทผ ์œ ๋กœํ™”๊ฐ€ ๊ฐ•์„ธ๋‹ค. 2์›”๋ง๋ถ€ํ„ฐ ์‹œ์ž‘๋œ ํ๋ฆ„์ด 3์›”์ดˆ๋ฅผ ์ง€๋‚˜ ๊ฐ•ํ•˜๊ฒŒ ์ƒ์Šน. ๋‹ฌ๋Ÿฌ ์•ฝ์„ธ์™€ ์œ ๋Ÿฝ ๋‚™๊ด€๋ก ์ด ๊ฒน์ณ์„œ ์œ ๋กœ/๋‹ฌ๋Ÿฌ ํ™˜์œจ์ด ๋ฐ˜๋“ฑํ•œ ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค. ์ด ํ๋ฆ„์„ ๋ณด๋‹ˆ 2006-2009๋…„ ์œ ๋กœ ๊ฐ•์„ธ์™€ ๊ธˆ์œต์œ„๊ธฐ๊ฐ€ ์ƒ๊ฐ๋‚ฌ๋‹ค. ๊ณผ๊ฑฐ๋ฅผ ๋“ค์—ฌ๋‹ค๋ณด๊ณ  ์ง€๊ธˆ์„ ์ฝ์–ด๋ณด๋ฉฐ, ์œ„๊ธฐ๋ฅผ ๊ธฐํšŒ๋กœ ๋ฐ”๊ฟ€ ๋ฐฉ๋ฒ•์„ ์ฐพ์•„๋ณด์ž. ๊ณผ๊ฑฐ: 2006-2009๋…„, ์œ ๋กœ ๊ฐ•์„ธ์™€ ์œ„๊ธฐ 1. ์œ ๋กœ ๊ฐ•์„ธ ์‹œ์ž‘ (2006๋…„ ์ค‘๋ฐ˜~2007๋…„ ์ค‘๋ฐ˜) 2006๋…„ ์ค‘๋ฐ˜, ๋ฏธ๊ตญ ๊ฒฝ์ œ๊ฐ€ ์„œ๋ธŒํ”„๋ผ์ž„ ๋ชจ๊ธฐ์ง€ … Read more

์ง€๋ฉ˜์Šค Q1 FY2025 IR ์ž๋ฃŒ๋กœ ๋ณธ ์œ ๋Ÿฝ ๊ฒฝ์ œ ๋ถ€ํฅ๊ณผ ํˆฌ์ž ๋งค๋ ฅ (ํ›„์† ๋ถ„์„)

์œ ๋Ÿฝ ๊ฒฝ์ œ ๋ถ€ํฅ์˜ ๋ฌผ๊ฒฐ, ์–ด๋””๋กœ ํ๋ฅผ๊นŒ? ์ด์ „ ๊ธ€์—์„œ 2025๋…„ ์œ ๋Ÿฝ์˜ ์žฌ์ • ํ™•๋Œ€์™€ ๊ฒฝ์ œ ํšŒ๋ณต ๊ฐ€๋Šฅ์„ฑ์„ ์งš์œผ๋ฉฐ ์ง€๋ฉ˜์Šค(Siemens AG, SIE.DE)๊ฐ€ ๊ตฌ์กฐ์  ์ˆ˜ํ˜œ๋ฅผ ๋ฐ›์„ ์ž ์žฌ๋ ฅ์„ ์–ธ๊ธ‰ํ–ˆ๋‹ค. ๋Ÿฌ์‹œ์•„-์šฐํฌ๋ผ์ด๋‚˜ ์ „์Ÿ์˜ ํ•ด๊ฒฐ ์กฐ์ง, ๋ฏธ๊ตญ์˜ ์••๋ฐ• ์† ์œ ๋Ÿฝ์˜ ์ž๋ฆฝ ๋…ธ๋ ฅ, ๊ทธ๋ฆฌ๊ณ  ๋…์ผ์˜ 1์กฐ ์œ ๋กœ ์žฌ์ • ์ง€์ถœ ๊ฒฐ์ •์€ ์œ ๋กœ์กด์— ์ƒˆ๋กœ์šด ํ™œ๋ ฅ์„ ๋ถˆ์–ด๋„ฃ๊ณ  ์žˆ์Œ. ํŠนํžˆ ๋…์ผ์˜ 5000์–ต ์œ ๋กœ ์ธํ”„๋ผ ํˆฌ์ž์™€ 1000์–ต ์œ ๋กœ ๊ธฐํ›„ … Read more

์œ ๋Ÿฝ ๊ฒฝ์ œ์˜ ๋ถ€ํฅ๊ณผ ์ง€๋ฉ˜์Šค: ์™œ ์ง€๊ธˆ ์ฃผ๋ชฉํ•ด์•ผ ํ• ๊นŒ?

๊ฑฐ์‹œ์ ์ธ ๊ธ€๋กœ๋ฒŒ ํ˜„ํ™ฉ 2025๋…„ 3์›”, ๊ธ€๋กœ๋ฒŒ ๊ฒฝ์ œ๋Š” ๋ณ€ํ™”์˜ ๊ฐˆ๋ฆผ๊ธธ์— ์„œ ์žˆ๋‹ค. ๋Ÿฌ์‹œ์•„-์šฐํฌ๋ผ์ด๋‚˜ ์ „์Ÿ์€ ์ ์ฐจ ํ•ด๊ฒฐ๋  ๊ธฐ๋ฏธ๋ฅผ ๋ณด์ด๋ฉฐ ์ง€์ •ํ•™์  ๊ธด์žฅ์ด ์™„ํ™”๋  ์กฐ์ง์„ ๋“œ๋Ÿฌ๋‚ด๊ณ  ์žˆ๊ณ , ์ด๋Š” ์œ ๋Ÿฝ์— ์ƒˆ๋กœ์šด ํฌ๋ง์„ ์ฃผ๊ณ  ์žˆ์–ด ๋ณด์ธ๋‹ค. ๋ฐ˜๋ฉด, ๋ฏธ๊ตญ์˜ โ€˜์ž๊ตญ ์šฐ์„ ์ฃผ์˜โ€™ ์•„๋ž˜ ํŠธ๋Ÿผํ”„ ํ–‰์ •๋ถ€๊ฐ€ ์œ ๋Ÿฝ์— ์•ˆ๋ณด์™€ ๊ฒฝ์ œ์  ์ž๋ฆฝ์„ ์š”๊ตฌํ•˜๋ฉฐ ์••๋ฐ•์„ ์ง€์†ํ•˜๊ณ  ์žˆ๊ณ , ์ค‘๊ตญ์˜ ์„ฑ์žฅ ๋‘”ํ™”์™€ ์›์ž์žฌ ๊ฐ€๊ฒฉ ๋ณ€๋™์€ ์—ฌ์ „ํžˆ ๊ณต๊ธ‰๋ง์— ์˜ํ–ฅ์„ ๋ฏธ์น˜๊ณ  … Read more

2025๋…„, SVM(Silvercorp Metals)์ด ์ฃผ๋ชฉ๋ฐ›๋Š” ์ด์œ : ์€์˜ ๊ณต๊ธ‰ ๋ถ€์กฑ ์‹œ๋Œ€์™€ ํˆฌ์ž ๊ธฐํšŒ

2025๋…„ 3์›”, ์€ ๊ฐ€๊ฒฉ์ด ์˜จ์Šค๋‹น 34๋‹ฌ๋Ÿฌ๋ฅผ ๋ŒํŒŒํ•˜๋ฉฐ ํˆฌ์ž์ž๋“ค์˜ ์‹œ์„ ์„ ์‚ฌ๋กœ์žก๊ณ  ์žˆ๋‹ค. ๊ธ€๋กœ๋ฒŒ ๊ฒฝ์ œ๊ฐ€ ์ „๋ ฅ, AI, ์ „๊ธฐ์ฐจ์— ๋ชฐ๋‘ํ•˜๋ฉด์„œ ์€ ์ˆ˜์š”๊ฐ€ ํญ๋ฐœ์ ์œผ๋กœ ๋Š˜๊ณ , ๊ณต๊ธ‰ ๋ถ€์กฑ์€ ๊ฐˆ์ˆ˜๋ก ์‹ฌํ™”๋˜๊ณ  ์žˆ๋‹ค. ์˜ค๋Š˜์€ ์€ ๊ด‘์‚ฐ ๊ธฐ์—… ์ค‘ ๋‚˜๋Š” ์™œ SVM(Silvercorp Metals Inc.)์— ํˆฌ์ž ํ–ˆ๋Š”์ง€, ํŠนํžˆ ๊ณต๊ธ‰ ๋ถ€์กฑ ์ „๋ง๊ณผ ์‚ฐ์—… ํ™œ์šฉ์„ ์ค‘์‹ฌ์œผ๋กœ ํŒŒํ—ค์ณ ๋ณด๋ ค ํ•œ๋‹ค ๊ธ€๋กœ๋ฒŒ ๊ฒฝ์ œ์™€ ์€์˜ ๋ถ€์ƒ 2025๋…„ 3์›”, ์„ธ๊ณ„๋Š” … Read more

์‚ฌ์—…์ž ์‹ ๋ถ„์œผ๋กœ ๊ฐ€์กฑ๊ณผ ์˜๊ตญ์—์„œ 3๋…„ ์ด์ƒ ๊ฑฐ์ฃผํ•˜๋ ค๋ฉด Innovator Founder ๋น„์ž๊ฐ€ ์ ํ•ฉ – ์ƒ์„ธ ๋ถ„์„

์˜๊ตญ์—์„œ ์‚ฌ์—…์„ ์‹œ์ž‘ํ•˜๋ฉฐ ๊ฐ€์กฑ๊ณผ ์žฅ๊ธฐ ๊ฑฐ์ฃผ๋ฅผ ๊ฟˆ๊พธ๋Š” ๋ถ„๋“ค์„ ์œ„ํ•ด, ์ €๋Š” ์‚ฌ์—… ๋น„์ž ์˜ต์…˜์„ ์กฐ์‚ฌํ–ˆ์Šต๋‹ˆ๋‹ค. Innovator Founder ๋น„์ž๊ฐ€ ๊ฐ€์กฑ๊ณผ 3๋…„ ์ด์ƒ ๋จธ๋ฌด๋Š” ๋ฐ ์ ํ•ฉํ•˜๋‹ค๋Š” ๊ฒฐ๋ก ์— ๋„๋‹ฌํ–ˆ๋Š”๋ฐ, ๊ทธ ์ด์œ ์™€ ๊ตฌ์ฒด์ ์ธ ์ค€๋น„ ๊ณผ์ •์„ ์ƒ์„ธํžˆ ๊ณต์œ ํ•ฉ๋‹ˆ๋‹ค. ์‚ฌ์—… ๋น„์ž์˜ ์„ ํƒ์ง€์™€ ๋น„๊ต ์‚ฌ์—…์ž๋กœ ์˜๊ตญ์— ๊ฐ€๋ ค๋ฉด ์ฃผ์š” ์˜ต์…˜์€ ๋‘ ๊ฐ€์ง€์ž…๋‹ˆ๋‹ค: ์ €ํฌ๋Š” ๊ฐ€์กฑ๊ณผ 3๋…„ ์ด์ƒ ๋จธ๋ฌด๋ฅด๋ฉฐ ์ž๋…€์˜ ๊ต์œก์„ ๋ณด์žฅํ•˜๊ณ  ์‹ถ๊ธฐ์—, Innovator Founder ๋น„์ž๊ฐ€ … Read more