[At a Glance]
1. [Market] The Era of 100 Trillion Won in Daily Trading... Expectations Rise for Securities Firms' Performance
2. [Commodities] Industrial Metals > Precious Metals > Oil... Commodity Preferences Shift in the Second Half
3. [Defense] U.S. Defense Firm Anduril: "Expanding Cooperation with Korea... Building Supply Chains Too"
MARKET INDEX : Year to date
Top 3 NEWS
■ The Era of 100 Trillion Won in Daily Stock Trading... Securities Firms All Smiles○Daily trading value surpassed 100 trillion won again in May, following March
○Customer deposits also exceed 130 trillion won
○Policies to improve market accessibility are also a positive factor
■ In the Second Half, Commodities Investment: OO Over Gold and Oil○Industrial metals are forecast to be promising investments in the second half
○Metal demand is increasing due to AI and electric vehicle growth
○Oil prices expected to stabilize in Q4, while gold remains volatile
■ "No Country is Faster than Korea... Investing Is a Given" U.S. Anduril Joins the K-Defense Supply Chain○Expanding cooperation with Korean Air, HD Hyundai, and Hyundai Rotem
○Full-scale integration of "AI software + K-defense manufacturing"
○Connecting the battlefield from drones and unmanned vessels to command and control
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