메타의 134억 달러에 달하는 EU 벌금과 기술 부문의 고민

### 메타, 18조 5천억 유로의 잠재적 벌금에 직면, 미국 경제는 성장 기대치를 뛰어넘다
* 💰 유럽연합 집행위원회는 분류 광고 시장에서 지배적 지위를 남용한 혐의로 **메타에 최대 134억 달러(18조 5천억 원)의 벌금**을 부과하는 방안을 검토하고 있습니다.
* 🚫 위원회는 경쟁사에 비해 불공정한 이점을 제공할 수 있는 **메타의 페이스북과 페이스북 마켓플레이스의 통합**에 대해 우려하고 있습니다.
* 📉 Ford의 주가는 예상보다 낮은 수익으로 인해 **18% 하락**했는데, 이는 구형 차량의 보증 수리 비용 증가에 기인합니다.
* 🔮 BMO Capital Markets는 클라우드 서비스 및 프라임데이 판매의 호조를 이유로 **Amazon의 목표 주가를 3,230달러로 올렸습니다.**
* 📈 미국 경제는 **2분기에 2.8% 성장**하여 예상을 뛰어넘는 성장률을 기록했으며, **소비자 지출의 강세**가 지속되고 있습니다.
* 💼 기획재정부는 주택 투자 둔화에도 불구하고 **민간 부문 투자 증가와 소비 지출 확대**가 GDP 성장의 원인으로 꼽았습니다.
* 💵 경기 둔화에 대한 우려에도 불구하고 **개인 저축률은 감소**하고 **신용카드 잔액은 2012년 이후 최고치**를 기록했습니다.
* 🏦 시장 전문가들은 **9월에 금리 인하**를 예상하고 있으며, 연방준비제도이사회는 다음 회의에서 **금리를 유지**할 것으로 예상하고 있습니다.

페이스북의 모회사인 메타가 EU에서 광고 시장 지배력을 남용한 혐의로 134억 달러의 벌금을 물게 되었습니다.

Meta, the parent company of Facebook, faced a crisis as it could be fined over 18 trillion won by the European Union. The reason is that the Commission plans to impose a fine of up to $13.4 billion, about 18.5 trillion won, on Meta for allegedly abusing its dominant position in the classified ad market. The Commission raised concerns about Meta linking its social networking service Facebook and online advertising service Facebook Marketplace. This provided an unfair advantage that competitors of Facebook Marketplace could not follow, forcing users to use the Marketplace. Furthermore, the Commission concluded that Meta abused its market dominance by unilaterally imposing unfair trading conditions on competing online classified ad services that advertise on its own services such as Facebook or Instagram. Earlier in June 2021, on the same charges, the Commission had...

The investigation began and announced the preliminary investigation results in December 2022. Accordingly, the executive committee has initiated the investigation, which allows for a maximum fine of up to $13.4 billion, equivalent to 10% of the global sales of the previous year, to be imposed. The executive is preparing to force Facebook to stop using competitors' advertising platform data to compete with them. Currently, it is still in a confidential stage. The tech sector is expected to face another turning point based on the performance of other magnificent seven companies such as Microsoft and Apple, which will be disclosed next week. Ford, the automotive company, experienced the largest drop of 18% in stock price since November 2008. This is due to the second-quarter earnings per share of $0.47, significantly lower than the analysts' average estimate of $0.7. The poor performance is attributed to warranty repair costs for older vehicles, caused by recurring quality issues.

The repair cost has increased, but this time it surged by 800 million won compared to the first quarter. Barclays explains that they sometimes pull off their performance without warning, causing frustration for investors. Ford recorded an operating loss of over 1.5 trillion won in just the second quarter, leading to a sell-off. Today's sharp drop erased all of Ford's stock price gains for the year, resulting in a more than 88% decline since the beginning of the year. Besides Ford, other major car manufacturers have also experienced significant stock price declines recently. General Motors and Stellantis both dropped by around 6% to 7% after their earnings announcements. Tesla, too, plummeted significantly yesterday due to disappointment over poor performance. The overall investment sentiment in the automotive sector is deteriorating, especially with GM plummeting by 88.6% just this week. This company is in line with Wall Street's expectations for the second quarter.

We have exceeded expectations and adjusted this year's guidance upwards. While Wall Street viewed this positively, investors had a different perspective. Concerns over the slowdown in the growth of the core business and the weakening profitability of automotive suppliers led to a selling trend. BMO Capital Markets forecasted that Amazon's stock would continue to rise due to its cloud business. Brian Fitz, an analyst at BMO, raised the target price of Amazon's stock from $220 to $230 and maintained a market outperformance rating for the tech and e-commerce giant. He evaluated that Amazon Web Services is on a sustainable profit growth trajectory at least until 2025 as companies invest to maintain competitiveness. Additionally, Prime Day sales are reported to have increased by 20% compared to the previous year. Prime Day targets Eurozone members of Amazon Prime.

This is the ongoing biggest discount event of the year. Prices have risen by 20% this year, but in July, they are experiencing a decrease of over 88%. The U.S. economy's growth rate in the second quarter of this year turned out to be much better than expected. Despite concerns of economic slowdown due to recent labor market cooling, a robust growth trend is still being confirmed thanks to strong consumer spending. According to the U.S. Department of Commerce's Bureau of Economic Analysis, the real Gross Domestic Product (GDP) for the second quarter grew by 2.8% on an annual basis compared to the previous quarter. This preliminary figure will be followed by revised and final figures sequentially. The experts' forecast was 2.1%, significantly surpassed by the actual result, indicating that the U.S. economy did not decline significantly compared to the previous year. The growth rate in the second quarter doubled the first quarter's rate of 1.4%, far exceeding the Wall Street Journal experts' forecast of 2.1%. The economic growth rate significantly exceeded the forecast.

Smiling remains solid due to consumer spending. Consumer spending is essential, accounting for 2 of the US GDP. Both goods and services expenditures are included. In particular, personal consumption expenditure, which accounts for about 70% of the US economy, increased by 2.3%, rising to 0.8% compared to 1.5% in the first quarter. The personal consumption expenditure price index preferred by the Federal Reserve rose by 2.6% compared to the regular basis, slowing down to 3.4% in the first quarter. As a result, expectations for Goldilocks, meaning an ideal economic situation that is neither too hot nor too cold, are gradually increasing. Some are raising the need for an early rate cut in July due to concerns about an economic downturn, but as the US economy is still robust, the market is now anticipating the first rate cut in September. The GDP growth rate in the second quarter doubled compared to the 1.4% in the first quarter. Last year, there was a surprising growth of 4.9% in the third quarter.

In the following 4th quarter, the GDP growth rate, which had dropped to 1.4% in the 1st quarter, rebounded to 3.4%. The Ministry of Strategy and Finance attributed this rebound in the 2nd quarter GDP growth rate to the increase in private sector investment and expanding consumer spending. However, they mentioned that the growth rate partially faltered as housing fixed investment slowed down. Recently, concerns have grown about the U.S. economy entering a downturn phase due to signs of cooling in the labor market and accumulated intense tightening. The unemployment rate steadily rose to a record high of 4.1% as of June, the highest in two and a half years. Nevertheless, with the GDP growth rate in this quarter surpassing expectations by a large margin, it has been confirmed that the U.S. economy is still in an expansion phase. The Ministry of Strategy and Finance pointed out that the personal savings rate decreased to 3.5% in the 2nd quarter compared to 3.8% in the 1st quarter. It is analyzed that the decline in the savings rate is due to the rise in the Philadelphia Fed price index.

According to recent reports, credit card balances have reached an all-time high since 2012. Americans not reducing their spending signifies the vibrancy of the economy, but a significant portion is using credit to spend. The continuous increase in retail sales figures also proves that consumer behavior remains unchanged. Despite high-interest rates, the slow decline in prices highlights issues in the housing market. While sales are decreasing, housing prices continue to rise. It is noted that this causes stress for first-time homebuyers. It is expected that the Federal Open Market Committee (FOMC) meeting scheduled for next week will maintain the current interest rates. However, market experts anticipate that the Federal Reserve will cut rates for the first time at the September meeting. Last week, the number of new jobless claims in the United States fell below market expectations. The Department of Labor reported that new jobless claims for the week ending July 20th

The number of claims was recorded at 235,000, showing a decrease of 10,000 from the previous week. Experts' expectations of 237,000 and the revised figure from the previous week of 245,000 are both lower. This indicates a more robust GDP inflation than expected in the second quarter, boosting confidence in the U.S. economic landing in September and supporting the forecast of a rate cut. In the market, there is a 100% chance that the Fed may lower rates by more than 0.25% at the September FOMC meeting. The T Group forecasts that the Fed will start lowering rates in September and continue to do so at each subsequent meeting.

(힐링여행자 미국 주식 브리핑) 메타 유럽에서 18조 5천억 과징금 폭탄! 미국 자동차 주가 몰락하는 이유는? 아마존은 쭉쭉 잘 나가는 이유는? 미국 경제 절대 안 깨지는 지표가?

전원생활을 하며 주식투자 정보 공유와 국내외 여행을 다닙니다.

힐링여행자 (미국주식)

메타, 유럽연합으로부터 18조 원의 과징금 부과 가능성 직면

페이스북의 모회사인 메타가 분류 광고 시장에서 지배적 지위를 남용한 혐의로 유럽연합으로부터 18조 5,000억 원의 과징금을 부과받을 수 있습니다.

유럽연합 집행위원회는 메타가 소셜 네트워킹 서비스인 페이스북과 온라인 광고 서비스인 페이스북 마켓플레이스를 연결하여 마켓플레이스에 부당한 이점을 제공하고 경쟁 광고 서비스에 불공정한 거래 조건을 부과한 것에 대해 우려하고 있습니다.

Ford의 주가는 구형 차량에 대한 보증 수리 비용으로 인해 예상보다 낮은 주당 순이익으로 인해 18% 하락했습니다.

포드의 주가 폭락과 자동차 부문, 투자자들의 불만에 직면하다

포드는 2분기에 수리비가 8억 원이나 급증하면서 주가가 크게 하락했습니다.

제너럴 모터스, 스텔란티스, 테슬라 등 다른 주요 자동차 제조업체들도 실망스러운 실적으로 인해 주가가 하락했습니다.

핵심 사업 성장성과 수익성에 대한 우려로 자동차 업종의 투자 심리가 악화되고 있는 반면, 아마존의 주가는 클라우드 사업과 프라임데이 매출에 힘입어 상승할 것으로 전망됩니다.

2분기 미국 경제의 놀라운 성장세

8%의 높은 성장률을 기록하여 전문가들의 예측을 뛰어넘고 1분기 성장률의 두 배를 기록했습니다.

이러한 성장은 견고하고 경제에 필수적인 소비자 지출의 강세에 힘입은 것으로, 이상적인 경제 상황에 대한 기대감이 높아졌습니다.

경기 둔화에 대한 우려에도 불구하고 경제의 견조한 실적에 힘입어 시장은 7월이 아닌 9월에 첫 금리 인하를 예상하고 있습니다.

2분기 미국 GDP 성장률 및 경제 지표

2분기 GDP 성장률은 주택 투자 둔화에도 불구하고 민간 부문 투자와 소비 지출 증가에 힘입어 1분기 1.

경기 침체 가능성에 대한 우려에도 불구하고 예상보다 높은 GDP 성장률에서 알 수 있듯이 미국 경제는 여전히 확장 국면에 있습니다.

개인 저축률의 감소, 신용카드 잔액 증가, 소매 판매의 지속적인 증가는 변함없는 소비자 행동을 반영하는 반면, 주택 시장은 판매 감소와 가격 상승으로 첫 주택 구매자들에게 스트레스를 주는 문제를 보이고 있습니다.

주간 청구건수 감소는 GDP 강세와 금리 인하 가능성을 시사합니다.

실업수당 청구 건수는 23만 5천 건으로 감소하여 전문가들의 예상과 전주 수치를 상회했습니다.

이는 GDP 강세를 나타내며 9월 미국 경제 전망에 대한 신뢰도를 높여 금리 인하 전망을 뒷받침합니다.

시장에서는 다가오는 9월 FOMC 회의에서 0.

25% 이상의 금리 인하 가능성 100%로 보고 있으며, 지속적인 금리 인하를 전망하고 있습니다.