1월9일 오후장 특징주

💌 1월9일 오후장 특징주

■ 유리기판 관련주 상승 이유 : SKC 유리기판 엔비디아에 공급되나…최태원의 의미심장한 미소 [CES 2025]
https://n.news.naver.com/article/011/0004437537
(아이씨디, 제이티, 와이씨켐, 한빛레이저, 야스, 에프엔에스테크, 토모큐브, 태성, SKC, 기가비스, 필옵틱스, HB테크놀러지, 태성, 제이앤티씨 외)

▷한빛레이저, 유리기판 커팅 특허기술 보유 부각
▷토모큐브, AI반도체 '게임체인저' 유리기판 TGV 비파괴 검사장비 부각 '강세'
▷기가비스, SKC 유리기판 검사장비 퀄테스트 통과…엔비디아向 유리기판 공급 시사 발언에↑
https://www.financialpost.co.kr/news/articleView.html?idxno=218740
▷HB테크놀러지, CES서 반도체 글라스 유리기판 주목... SKC 자회사 검사장비 공급 '강세'
https://gamefocus.co.kr/detail.php?number=162347
▷태성, 유리기판용 에칭 장비 부각
https://www.asiae.co.kr/article/2025010909564908412

■ 로봇 관련주 상승 이유 : 한종희 삼성 부회장 "휴머노이드 M&A 적극 나설 것"
https://n.news.naver.com/article/newspaper/015/0005079804?date=20250109
LG전자 조주완 “로봇 확실한 미래...휴머노이드 진출”[CES 2025]
https://www.hankyung.com/article/202501094871i
https://cafe.naver.com/sscena 
젠슨 황 “로봇의 챗GPT 모멘트가 온다”
https://www.donga.com/news/Economy/article/all/20250108/130813269/2
(하이젠알앤엠, 케이엔알시스템, 모델솔루션, 이미지스, 로보티즈, 씨메스, 에스피지, 엔젤로보틱스, 로보스타 외)

▷케이엔알시스템, 엔비디아 ‘10억개’ 휴머노이드 예고 "보스톤 다이내믹스 부품공급"
https://www.fnnews.com/news/202501091336588979
▷로보티즈, 日센시드로보틱스와 물류배송 로봇 독점 공급 계약 (1/8 뉴스)
김병수 로보티즈 대표 "美 업체에 협동로봇 납품 준비 중" (1/6 뉴스)
▷씨메스, 최태원 회장 "젠슨 황과 로봇 피지컬 AI 협업 약속"에 상승
https://www.cstimes.com/news/articleView.html?idxno=628325
https://instagram.com/happy_scenario 
▷로보스타, LG 로봇사 지분 추가 검토 소식에 최대주주 '부각'
http://t.me/happyscena 

■ 반도체 관련주 상승 이유 : 美 AI칩 수출통제서 한국 등 동맹국 제외 및 최태원-젠슨 황 회동 소식
젠슨 황 "RTX 50 GDDR7, 삼성이 초도 공급"
https://n.news.naver.com/article/011/0004437531?sid=105
마이크론, 싱가포르에 HBM 공장 착공…10조원 투자
https://n.news.naver.com/mnews/article/001/0015149618?rc=N&ntype=RANKING&sid=001
(제이티, 에이팩트, 와이씨켐, 윈팩, 태성, 샘씨엔에스, 유니테스트, HB테크놀러지, 아이엠티, ISC, 램테크놀러지 외)

▷제이티, 엔비디아 RTX 신제품 마이크론 GDDR7 탑재…핵심소재 부각↑
https://view.asiae.co.kr/article/2025010910102181612

■ 진단키트 관련주 상승 이유 : '인간 메타뉴모바이러스’(HMPV) 글로벌 확산 및 국내 독감 유행 소식 지속 (전일시외상승 = 반짝 상승 확률)
(세니젠, 셀루메드, 수젠텍, 유투바이오, 휴마시스, 엑세스바이오, 랩지노믹스 외)

■ 트럼프 취임식 참석
(까뮤이앤씨, 엔에스이엔엠, 신세계I&C)

▷까뮤이앤씨, 트럼프 무도회, 한국 기업인 중 유일하게 ‘가족 4인’이 함께 갑니다”
https://biz.heraldcorp.com/article/10386439?ref=naver
▷엔에스이엔엠, 트럼프 취임식 공식 초청…무도회 만찬 참석
https://news.mt.co.kr/mtview.php?no=2025010908020717279

■ MLCC 관련주 상승 이유 : 장덕현 삼성전기 사장 "전고체 전지 26년부터 양산 돌입"
https://www.hankyung.com/article/202501096115i
(코칩, 에이텀, 원준, 한울반도체, 아모텍 외)

▷에이텀, 자회사인 청한전자는 MLCC 유통을 담당, 삼성전기의 밴더사로 등록
▷원준, 삼성전기 '초소형 전고체 상용화' 임박…16년지기 핵심협력사 수혜↑
▷한울반도체, 국내 최초 MLCC장비 독점 ...삼성전기 세계 최초 초소형 전고체 배터리 개발 성공
https://www.globalepic.co.kr/view.php?ud=202409231037086530abe7dc9896_29

■ 음압병실 관련주 상승 이유 : "사람 메타뉴모?" 질병청 "국내 입원환자 증가세...감시수행 중" (전일시외상승 = 반짝 상승 확률)
(GH신소재, 우정바이오, 오텍, 에스와이, 엔브이에이치코리아 외)

■ 액침냉각 관련주 상승 이유 : "열을 식혀라"…AI 냉각 기술 새 먹거리 급부상 (1/7 뉴스)
(삼성공조, 워트, 이삭엔지니어링, 저스템, 경동나비엔, 케이엔솔, 엔브이에이치코리아 외)

■ 해운 관련주 상승 이유 : 해운 운임 상승 기대감
꺾이지 않는 해운 운임…올해도 홍해 사태가 변수
https://han.gl/NdZLM
https://news.mt.co.kr/mtview.php?no=2025010714294616286
(STX그린로지스, 흥아해운, HMM, 대한해운, 팬오션 외)

▷흥아해운, 해상운임 폭등 해운업 슈퍼 사이클 진입하나...실적 개선 전망
https://www.widedaily.com/news/articleView.html?idxno=256060

■ 제약 관련주 상승 이유 : 트럼프 2.0 시대… K제약·바이오, 수혜 기대감에 '웃음꽃' (1/8 뉴스)
(온코크로스, 툴젠)

▷온코크로스, 전세계 '긴장' 넥스트 팬데믹 '획기적인 AI기술로 막는다'
https://www.fnnews.com/news/202501081047486850
▷툴젠, 플랜트아크바이오와 손잡고 글로벌 대두 시장 공략
https://www.pinpointnews.co.kr/news/articleView.html?idxno=312290


■ 조선기자재 관련주 상승 이유 : 韓 조선 3사, 올해 고부가 선박 집중… 트럼프 ‘협력 요청’ 기대
https://biz.chosun.com/industry/company/2025/01/09/JF4BISG5ONFTNPBRCBXXQOJOAY/?utm_source=naver&utm_medium=original&utm_campaign=biz
(STX엔진, HD현대미포, HD한국조선해양, 오리엔탈정공 외)

더보기 - t.me/happyscena