"GPU Sold Out"…NVIDIA Can't Keep Up with Demand [3-Minute Brief]

[At a Glance]
① Lotte: "Sufficient Liquidity Secured, No Issues with Corporate Bond Repayment"
② Ruling Party: "Aftereffects of Moon Administration's Debt Spending Continue, Fiscal Rules Needed"
③ What Will Musk-Style US 'Fiscal Efficiency Department' Look Like?

MARKET INDEX : Year to date

○ U.S. New York Stock Exchange's three major indices all closed higher
○ Focus shifted from Nvidia to beneficiaries of economic revitalization
○ Google plunged amid possibility of forced Chrome divestiture

Top3 NEWS

■ Jensen Huang "Blackwell demand is astonishing... Full-scale shipments in Q4"

○ Dismissed concerns of Blackwell overheating "Exceeded expectations"
○ Fell in after-hours trading due to growth slowdown worries
○ WSJ "Difficult to maintain dramatic sales growth rate"

■ Lotte "Sufficient liquidity secured... No issues with chemical company bond repayments"

○ Some bond financial covenant violations
○ "Improving financial structure through asset efficiency"
○ "Sufficient liquidity is secured"

■ Ruling Party "Aftereffects of Moon administration's debt spree... Fiscal rules must be legislated"

○ Choi Sang-mok, Deputy Prime Minister for Economy: "Legislation is urgent"
○ Manage national debt ratio within appropriate levels
○ "Debt increased by 400 trillion KRW during Moon administration's 5 years"

Graphic News : What does a Musk-style efficient government look like?

○ Musk announced reduction of 428 federal agencies to 99
○ Focus on maximizing productivity... hinted restructuring including Ministry of Education
○ Key issue is how much real authority Musk will be granted

the Chart : Only food companies that raised prices smiled

○ Average operating profit margin of food companies up to Q3 this year is 7%
○ Domestic demand slump offset by exports and new product effects
○ Top 3 distributors at 1.4%... Stagnant due to discount competition

Terms in the News: Reinterpreting the 'Waitangi Treaty' - Tear the bill and haka by Maori MP

○ Treaty between the UK and the Maori people
○ Foundation of New Zealand's nationhood and constitution
○ Interpretation of Maori rights is a contentious issue

Today's Key Schedule

○ Domestic

○ Overseas

00:00 U.S. October Existing Home Sales

06:30 U.S. Federal Reserve Balance Sheet

08:30 Japan October Core Consumer Price Index

09:30 Japan November Services Purchasing Managers Index

16:00 UK October Retail Sales

16:00 Germany Q3 GDP

18:00 Eurozone November Markit Composite Purchasing Managers Index

18:30 UK November Composite Purchasing Managers Index

22:30 Canada September Retail Sales

23:45 U.S. November Composite Purchasing Managers Index

Japan◇Lunch & Commute Weather

○ Low temperature 2℃(▼4℃) ｜ High temperature: 10℃(▼4℃)
○ Precipitation probability 0% in the morning｜0% in the afternoon
○ Fine dust Moderate in the morning｜Moderate in the afternoon

3 minutes is OK, essential time-efficient economic news. Published daily at 8 AM.

This content was produced with the assistance of AI translation services.