코인·테슬라·팔란티어 줄줄이 급락..."이번에도 옳았다" 경이로운 수익 워런 버핏 주주 서한 해부해 보니

코인·테슬라·팔란티어 줄줄이 급락..."이번에도 옳았다" 경이로운 수익 워런 버핏 주주 서한 해부해 보니: 코인·테슬라·팔란티어 줄줄이 급락..."이번에도 옳았다" 경이로운 수익 워런 버핏 주주 서한 해부해 보니; 2025.02.26 13:35 입력

간밤 뉴욕증시를 바탕으로
글로벌 투자 현황과 주요뉴스 핵심을 짚고,
매일매일 그날의 한국 증시에서
꼭 알아야 할 포인트까지
미리 짚어보는 방송입니다.

2025년 2월 26일 수요일 방송은
김선형 L&S홀딩스 대표와 함께합니다.

[주요내용]
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">뉴욕증시, 혼조세 마감... 경제지표 부진·위험회피 심리 여파
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">미 국채 금리 하락... 경기 둔화 '불안감'↑
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">국제유가, 2% 넘게 급락... 미 경기둔화 우려에 2개월래 최저
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">비트코인 하락세... 위험 자산 선호 심리 위축
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">슈퍼마이크로, 재무 보고서 제출에 시간외서 20%↑
</li></ul>
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"테슬라 전망, 여전히 긍정적일 것"
</li></ul>
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">MS, 데이터센터 2곳 임차 계약 취소
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"MS, 자체 AI 데이터 센터 건립 계획 있을 것"
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"전 세계 데이터센터 공실률, 사상 최저치"
</li></ul>
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">코인업계 밤새 급락...낙폭 줄이는 중
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"'트럼프 코인 공약'은 장기전...지금은 차익실현 단계일 뿐"
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">코인을 미국이 잡고, 금을 중국이 잡고 있다?
</li></ul>
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"금, 중장기적 포트폴리오로 추천"
</li></ul>
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">워런 버핏 주주 연례 서한 본격적으로 뜯어 보니...
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"워런 버핏 수익, 보험에서 주로 수익 올려"
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"워런 버핏이 들고 있는 건 현금이 아냐"
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"워런 버핏, 사실은 '현금성 자산' 많이 보유한 것"
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">워런 버핏, 유틸리티 사업 지분 늘려
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">워런 버핏, 재생에너지 사업에서 큰 수익 올려
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"워런 버핏, 다각도로 AI 주목하는 중"
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">"한국 회사들 워런 버핏 관심 받으려면 지배구조 개편해야" 
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">버크셔 해서웨이, 올해 투자 전망은?
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">버크셔 해서웨이, 올해도 재생에너지 적극적 투자할 것
</li></ul>
<ul class="yt-core-attributed-string__list-group" dir="ltr" style="margin: 0px; padding: 0px; border: 0px; background: transparent; padding-inline-start: 20px;"><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">MSCI 1월말 업데이트 종목 보면...
</li><li style="margin: 0px; padding: 0px; border: 0px; background: transparent;">한국, MSCI 내 비중 줄었지만...
</li></ul>

[라이브 포인트]
급락 또 급락
버핏이 옳았다?
언제까지?

[국장 포인트]
이차전지 주의
조선주 다시 주목

기획 박민하 / PM David / PD 강보배 / 영상취재 박승원.장운석.강동철.주용진 / 디자인 육도현·채지우 / 인턴 황지원 / 작가 엄지원

</yt-attributed-string></ytd-text-inline-expander><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/sbs" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#SBS</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%EA%B6%8C%EC%95%A0%EB%A6%AC%EB%AA%A8%EB%8B%9D%EB%9D%BC%EC%9D%B4%EB%B8%8C" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#권애리모닝라이브</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%EA%B6%8C%EC%95%A0%EB%A6%AC" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#권애리</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%EB%AA%A8%EB%8B%9D%EB%9D%BC%EC%9D%B4%EB%B8%8C" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#모닝라이브</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%EA%B6%8C%EB%AA%A8%EB%9D%BC" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#권모라</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%EA%B9%80%EC%84%A0%ED%98%95" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#김선형</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%EC%9B%8C%EB%9F%B0%EB%B2%84%ED%95%8F" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#워런버핏</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/msci" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#MSCI</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);"> <span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(6, 95, 212);"><a class="yt-core-attributed-string__link yt-core-attributed-string__link--call-to-action-color" tabindex="0" href="https://www.youtube.com/hashtag/%ED%85%8C%EC%8A%AC%EB%9D%BC" target="" force-new-state="true" style="text-decoration-line: none; display: inline;">#테슬라</a><span class="yt-core-attributed-string--link-inherit-color" dir="auto" style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; white-space-collapse: preserve; font-family: Roboto, Arial, sans-serif; font-size: 14px; margin: 0px; padding: 0px; border: 0px; color: rgb(19, 19, 19);">