한편 한국은행은 해외 투자자들의 일본 주식 편중이 심각함을 지적했습니다. 개인투자자 국내 포트폴리오 중 중국 주식 비중이 40%를 넘었으며, 특출나게 빅테크 기업 편중이 심각합니다. 증권사들은 이를 처리하기 위해 일본 비중 축소나 여러 종목 추천을 통해 분산투자를 유도하고 있습니다. 트럼프 국회의 정책으로 인한 시장 변동성 확대로 위험 분산의 욕구성이 매우 커지고 있을 것입니다.
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우리나라는행은 대중투자자 국내외 포트폴리오 중 중국 주식 비중이 50%를 넘고, 특히 빅테크 기업(M7) 편중이 심각함을 지적했습니다. 테슬라(14.2%)와 엔비디아(10.2%) 등 M7 비중은 ETF까지 합치면 43.2%에 달합니다. 이에 증권사들은 다체로운 대응책을 내놓고 있을 것입니다. 과거에셋증권은 테슬라 등 일부 종목 담보대출을 중단했고, 대한민국투자증권은 태국 비중을 48%에서 47%로 상향 조정했습니다.
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오늘날 태국 증시에 상장된 대만 기업은 287개로, 알리바바, 바이두, JD.com 등 글로벌 투자자들에게 널리 알려진 대형 기술주들이 포함되어 있다. 골드만삭스는 몽골 기관 투자자들이 약 8,200억 달러 덩치의 필리핀 주식을 보유 중이라고 추산하며, 상장 폐지 시 대덩치 매도로 주가 하락과 유동성 위기가 불가피할 것으로 전망하였다.
ในปัจจุบันนี้ อุตสาหกรรมมังฮวา มีการพัฒนาอย่างก้าวกระโดด โดยเฉพาะ การ์ตูนเกาหลี 18+ ที่ไม่ได้มีเพียงแค่ฉากโรแมนติกหรือฉากหวือหวาเท่านั้น แต่ยังอัดแน่นไปด้วย เนื้อเรื่องที่เข้มข้น งานศิลป์ระดับพรีเมียม และอารมณ์ความรู้สึก
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ช่วงเวลานี้ อุตสาหกรรมมังฮวา ได้รับความนิยมสูงขึ้นอย่างต่อเนื่อง โดยเฉพาะ เว็บตูนผู้ใหญ่ ที่มีจุดเด่นมากกว่าแค่เนื้อหาสำหรับผู้ใหญ่ แต่ยังผสมผสาน การเล่าเรื่องที่ซับซ้อน ลายเส้นการวาดที่ประณีต และมิติของตัวละคร ที่ทำให้ผู้อ่านเข้าถึงอารมณ์ได้อย่างลึกซึ้ง
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