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박현주 “삼전닉스, 배당보다 투자해야…주주환원 요구는 허접한 얘기”_我的网站

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    High school students sing a song composed for the 50th anniversary of the A-bombing in 1995, "Senbazuru (A Thousand Paper Cranes)" during a Nagasaki Peace Ceremony to commemorate the 81st anniversary of the atomic bombing at the Peace Park in Nagasaki on August 9, 2026. Photo: VCG
The reported refusal by a delegation from the Taiwan island to attend Nagasaki's annual atomic bomb memorial ceremony over a seating arrangement dispute has once again highlighted the island authorities' attempt to seek a higher political status through international occasions, mainland experts slammed on Sunday, noting that such efforts cannot alter the historical and legal reality of Taiwan's status, only humiliating themselves.
According to Japanese media outlet the Sankei Shimbun's report on Sunday, the island's "representative to Japan" Lee I-yang announced on Sunday that he would not attend Nagasaki City's Peace Memorial Ceremony, citing that the city had failed to provide "appropriate treatment" in its seating arrangements. Lee claimed, per the report, that he would lodge a "strong protest" over the matter. The ceremony was attended instead by the head of the "Taipei Economic and Cultural Office's Fukuoka branch."
According to the Japanese media, a later statement by the island authorities claimed that despite requests made through lawmakers and others, Nagasaki city had "deliberately placed" the Taiwan delegation's seats "outside the diplomatic representatives' area." It said the arrangement was made in accordance with the wishes of Chinese mainland and described the move as "extremely regrettable and disappointing."
Commenting on the political farce, Li Fei, a professor at the Taiwan Research Institute of Xiamen University, told the Global Times that Taiwan authorities have long attempted to use international events and diplomatic occasions to create the impression of a separate international identity, but such efforts are inconsistent with the island's actual status and the international consensus.
Li Fei said the dramatic scene also comes at a sensitive moment for China-Japan relations, which are currently facing uncertainties after Japanese Prime Minister Sanae Takaichi made erroneous remarks regarding Taiwan. Against this backdrop, Japan has attempted to maintain leverage by playing the "Taiwan card," while also avoiding excessive moves that could provoke China further and cause consequences Japan could not afford, Li said.  
"The arrangement made by Nagasaki is in line with existing diplomatic norms," Li Fei said. "If Japan takes actions that challenge the one-China principle and further provokes China, it will inevitably lead to stronger dissatisfaction and could trigger countermeasures."
Li Fei said Taiwan authorities have misinterpreted the political support offered by some countries, mistakenly believing that external backing represents an increase in Taiwan's international status.
"In reality, the US and Japan want to use Taiwan as a strategic tool, but they do not want to lose Taiwan as a tool," Li Fei said. "That is why their policies often show hesitation and contradictions."
Li Xiaobing, another expert on Hong Kong, Macao and Taiwan affairs from Nankai University, said that Taiwan authorities have sought to use various opportunities to highlight their so-called "presence" and promote the image of a separate identity. However, such efforts have not received recognition or endorsement from the international community.
"Such attempts cannot succeed even in a country like Japan, which has nearly century-long history of conflict with China, including repeated aggression, oppression and the immense suffering inflicted on the Chinese people," the expert said. 
Given Japan's historical role, both people on the island of Taiwan and Taiwan's political figures should maintain a clear understanding of history and reality. "By seeking to gain political space through external support, Taiwan authorities have ultimately ended up humiliating themselves," Li Xiaobing said. 
Some mainland observers also noted that the Nagasaki ceremony should focus on reflecting on the tragedy of war and promoting peace, rather than becoming a platform for political maneuvering. Japan, in particular, should also reflect on its own historical responsibility when commemorating the victims of the atomic bombings.
"If Japan only emphasizes its identity as a victim while avoiding reflection on its role as an aggressor, it cannot never truly learn the lessons of history," Li Fei said.
。    “자본 축적해 과감히 키워야…반도체 고율관세 가능성 낮아”원화 스테이블코인엔 회의적박현주 미래에셋그룹 회장 겸 글로벌전략가(GSO)가 삼성전자와 SK하이닉스에 대한 주주환원 확대 요구를 두고 "허접한 얘기"라고 일축했다. 배당을 늘리기보다 자본을 축적해 미래 성장을 위한 투자에 나서야 한다는 취지다.                   박현주 미래에셋그룹 회장 겸 글로벌전략가(GSO). 연합뉴스박 회장은 26일 서울 종로구 포시즌스호텔에서 디지털엑스 임직원들과 만나 "삼성전자가 주주환원을 못 해서 주가가 내려간다? 그런 허접한 얘기가 어디 있느냐"며 "주주환원을 해봐야 5~7%인데 그러면 미국 국채를 사는 게 낫다"고 말했다.이어 "배당을 많이 했으면 삼성전자와 SK하이닉스가 생겨났겠느냐"며 "배당을 안 해야 회사가 좋아지는 것이다. 자본 축적으로 과감히 키워야 한다"고 강조했다.미국의 대(對)한국 관세 정책에 대해서도 지나친 우려는 필요하지 않다고 봤다. 박 회장은 "미국이 한국에 관세를 세게 매기기는 어려울 것"이라며 "반도체 없이는 엔비디아도, 미국 빅테크도 돌아가지 않는다. 미국이 한국에 50% 관세를 매긴다는 건 천만의 말씀"이라고 했다.부동산과 관련해서는 "부동산 세제가 장난이 아니라고 생각한다"며 "지금 주택 문제도 해결될 가능성이 있다고 본다"고 평가했다. 이어 "부동산으로 돈 버는 시대는 모두를 위해 끝나야 한다"며 그래야 젊은 세대가 복지를 체감할 수 있다고 말했다.한편 원화 스테이블코인의 성장 가능성에는 회의적인 시각을 보였다. 박 회장은 "달러 스테이블코인은 달러 수요 때문에 갖고 있을 수 있겠지만 원화 스테이블코인이 굉장히 잘될지는 의문"이라고 말했다. 구글 등 글로벌 빅테크가 블록체인 결제시장에 뛰어들고, 향후 증권사 역시 인공지능(AI)을 활용한 자동 자산관리 서비스를 제공하게 될 것으로 전망했다.가상자산 투자에 대해서도 경계했다. 그는 "비트코인으로 돈 번 사람이 거의 없다. 거의 패가망신 수준"이라며 대출까지 받아 투자하는 방식은 위험하다고 지적했다. 그러면서 "코인을 좋아하는 고객들에게는 10분의 1 정도만 하라고 하고, 다른 투자로도 수익을 낼 수 있다는 것을 보여주겠다"고 말했다.도널드 트럼프 미국 대통령의 친(親)가상자산 행보도 비판했다. 박 회장은 정치권이 특정 자산에 직접 개입하는 것은 "굉장히 위험한 일"이라며 트럼프 일가의 가상자산 사업과 업계 관계자들과의 밀착 행보를 문제 삼았다.。

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Published on:18:45:42