전병서 "中 증시 고점? 2.3억 중국 개미 진입은 이제 시작입니다" 10년 만의 기회 온 중국 증시 분석 [경제적 본능]

CBS 경제연구실 September 8, 2025
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CBS 경제적 본능 / 의사결정 / 여차저차 / 기후로운 경제생활 / 개척자들 《구독 · 좋아요 · 댓글》로 응원해주세요. 📌 CBS 경제연구실 비즈니스 문의(광고협찬) : [email protected] 🔎 CBS 경제연구실 브랜디드 콘텐츠 문의: [email protected]

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트럼프 2기의 관세 드라이브와 엔비디아 칩 수출 통제는 중국을 옥죄려는 전략이었지만, 결과는 예상 밖이었습니다. 중국은 데이터센터 AI칩 50% 국산 의무화를 내걸고, 알리바바·화웨이·캠브리콘 등 기업들이 기술 자립에 속도를 내고 있습니다. 딥시크는 국산 칩과 알고리즘으로 성능 격차를 메우며 존재감을 과시했습니다. 동시에 중국 증시는 10년 만의 최고치를 향하고 있습니다. 국유기업 CEO들의 시총 관리와 자사주 매입, 은행에 묶여 있던 자금의 금융상품·ETF 유입, 아직 본격 진입하지 않은 2억 3천만 개인투자자들까지... 정책, 기술, 자금의 세 축이 맞물리며 중국 반도체 자립과 증시 상승이라는 이중 드라이브가 가동 중입니다. 10년 만의 기회가 된 중국 시장의 구조적 변화를 확인하세요. (윤지나 진행/ 전병서 중국경제금융연구소장 2부) 00:00 하이라이트 01:13 시작 02:01 미국 경제 불확실성 최고치, 트럼프 리스크 03:09 "반도체=중국 심장" H20 수출 제한, 알리바바 칩 발표 05:19 미국 4류 칩 발언, 中 AI칩 국산화ㅡ화웨이·캠브리콘 성장 06:43 중국 AI칩 ‘6마리 용’, 알리바바 칩의 등장 09:03 젠슨황 "안 팔면 중국이 개발, 초격차 전략으로 가야" 13:41 트럼프 얄팍한 거래 기술은 자충수 15:53 미국 제조업 기반 이미 붕괴, 관세 역효과 18:43 중국 경제를 바라보는 상반된 시각, 오해 21:24 中 은행예금 → 금융상품 '일부' 이동 후 증시 최고치 23:03 중국 증시 여력있다, 2억 3천만 中개미 본격 진입X 25:03 상장된 국유기업의 시총 관리 의무 → 하방 막힘 26:33 남은 변수ㅡ내수 부진, 지정학 리스크, 트럼프 정책, 향후 소비 #중국개미 #중국증시 #10년만의기회 #반도체자립 #AI칩 #NVIDIA #알리바바 #화웨이 #캠브리콘 #딥시크 #트럼프관세 #시진핑 #중국경제 #투자전략 #글로벌패권 #전병서 #윤지나 #경제적본능 📌제휴 및 광고문의: [email protected] 📌출연 신청: [email protected] ▶CBS 질문하는 기자 : https://www.youtube.com/@cbsasklive ▶노컷 : https://www.youtube.com/@cbs_nocut ▶씨리얼 : https://www.youtube.com/@creal.official ▶CBS 경제연구실 : https://www.youtube.com/@nocutbizsilcut

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