"The Era of Trump Deals Arrives... Spotlight on AI Hegemony Declaration"

As various asset prices fluctuate sharply in response to statements and executive orders from Donald Trump, the new occupant of the White House, this phenomenon is being observed across global stock markets. Amid this, securities experts have analyzed that the era of the full-fledged 'Trump Trade' has arrived.

On the 23rd, Park Sang-hyun, a researcher at iM Securities, stated in a report, "The feeling that Trump's time has come is confirmed by the volatility in the financial markets," adding, "The simultaneous decline in U.S. Treasury yields and the dollar index is materializing as a Trump honeymoon rally in various asset prices, including stocks."

Earlier, on the New York Stock Exchange, shares of space companies such as Intuitive Machines and Rocket Lab rose approximately 24% and 30%, respectively, following President Trump's declaration to "plant the American flag on Mars." Both the KOSPI and KOSDAQ markets also closed higher, buoyed by strong performances in power equipment and shipbuilding stocks, which were identified as beneficiaries of the Trump era.

This favorable market trend is interpreted as being due to the core Trump risk?tariff risk?being quieter than expected. Researcher Park explained, "The positive response in asset markets is due to eased concerns that tariff policies and illegal immigration policies would stimulate inflation," and added, "Whether tariffs will be imposed on Mexico, Canada, and China on February 1 will be an important litmus test for Trump's second-term tariff policies."

President Trump's declaration of 'Artificial Intelligence (AI) supremacy' also presents a noteworthy investment opportunity. In line with Trump's inauguration, OpenAI, Japan's SoftBank, Oracle, and others have announced the establishment of a joint venture called 'Stargate,' which will invest at least $500 billion in the AI industry. Researcher Park emphasized, "This signals that the competition for technological supremacy between the U.S. and China, especially over AI leadership, will intensify," and added, "The technology innovation cycle is expected to remain central to the financial markets and economy during Trump's second term."