https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-defense-stocks-geopolitics-2026.en https://www.youngju.dev/blog/finance/2026-06-18-defense-stocks-geopolitics-2026.en Rising global defense budgets, European rearmament, the defense value chain, major companies and K-defense exports, new frontiers and the ethics debate — a balanced look at the 2026 security investment theme from both bullish and bearish angles. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financedefense-stocksgeopoliticsinvestingetfk-defense https://www.youngju.dev/blog/finance/2026-06-18-defense-stocks-geopolitics-2026.ja https://www.youngju.dev/blog/finance/2026-06-18-defense-stocks-geopolitics-2026.ja 世界の国防費増加と欧州の再軍備、防衛バリューチェーン、主要企業とK防衛輸出、新領域と倫理投資の論争まで、2026年の安全保障投資テーマを強気と弱気の両面から整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financedefense-stocksgeopoliticsinvestingetfk-defense https://www.youngju.dev/blog/finance/2026-06-18-defense-stocks-geopolitics-2026 https://www.youngju.dev/blog/finance/2026-06-18-defense-stocks-geopolitics-2026 글로벌 국방비 증가와 유럽 재무장, 방산 밸류체인, 주요 기업과 K-방산 수출, 신영역과 윤리투자 논쟁까지 2026년 안보 투자 테마를 강세와 약세 양쪽 시각에서 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financedefense-stocksgeopoliticsinvestingetfk-defense