2023년 8월 17일 뉴스모음
2023년 8월 17일 뉴스모음
★주요이슈:빅이벤트,없생있없&오고야마는미래★
"초전도체상관없다"는데上,최대주주손털어도上…초전도체투기열풍
https://www.news1.kr/articles/?5142135
▶글로벌이슈:선진국(북미,유럽등)/해외주식
미국7월산업생산,예상보다높은1%증가
https://www.hankyung.com/economy/article/202308165978i
피치,美은행70개신용등급강등경고…"투자부적격속출"
www.sedaily.com/NewsView/29TFIBQII1?OutLink=telegram
인텔,54억달러타워세미컨덕터인수무산
https://www.hankyung.com/finance/article/2023081657935
中승인거부로7.2조원규모美인텔의타워반도체인수무산돼
미-중긴장고조속향후미칠영향에관심집중
https://v.daum.net/v/20230816212611405
러,우크라이나대규모공습…스웨덴기업직원3명사망 https://v.daum.net/v/20230815223600953
나스닥데뷔'베트남전기차'…포드·GM시총제쳐 https://v.daum.net/v/20230816224853430
▶글로벌이슈:신흥국(EM/EEM/EWY)
베트남EV업체빈패스트시가총액포드,GM,BMW넘어서
https://www.hankyung.com/economy/article/202308165587i
'방전위기'中헝다전기차…두바이서5억弗긴급수혈
https://n.news.naver.com/mnews/article/015/0004880482?sid=101
중국총리,고위관료모아놓고소비진작·투자촉진강조|연합뉴스 https://m.yna.co.kr/view/AKR20230816162000083 골드만삭스"헤지펀드,이달들어중국주식대거매도"
https://naver.me/GRmcDaXs
출구안보이는中부동산위기,신규주택가격도두달째하락
https://biz.heraldcorp.com/view.php?ud=20230816000438
JPMorganhikesEMdefaultforecastasCountryGardendrivesChinacontagionfears
-JP모건,CountryGarden이중국도산공포를주도함에따라EM디폴트전망상향조정
https://www.cnbc.com/2023/08/16/jpmorgan-hikes-em-default-forecast-as-countrygarden-drives-china-contagion-fears-.html
中,美경유대만부총통행보연일비판…“전쟁위험초래”
https://www.donga.com/news/Inter/article/all/20230816/120721412/1
▶글로벌모니터링:지표/경기침체/금리/리스크등clue
블랙록"美견조한노동시장,인플레이션끌어올릴우려있어"
https://news.einfomax.co.kr/news/articleView.html?idxno=4277560
뉴질랜드기준금리5.50%로동결
https://news.einfomax.co.kr/news/articleView.html?idxno=4277563
▶국내경제일반(환율/국고/외인동향)/경제지표/제도/금융상품동향 이아이디등5개상장사,반기보고서미제출등으로관리종목|연합뉴스
https://m.yna.co.kr/view/AKR20230816127200002
▶합병/분할/최대주주변경/경영권분쟁/★매각/인수/합병/행동주의
▶자금조달/오버행:유무상증자,CB,BW,발행등 기업명:압타바이오(시가총액:2,493억)
보고서명:주요사항보고서(유상증자결정)-제3자
공시링크:https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230816000314
♣실적바라기(실적시즌,어닝서프라이즈)
▶주요공시:시설투자,공급계약등
[단독]네이버제페토X,1300만달러투자유치
https://www.theguru.co.kr/mobile/article.html?no=58494
▶IPO/ETF/SPAC/편입일정(MSCI/FTSE/코200,코150등)
[신성에스티증권신고서제출]
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230816000299 수요예측:09.04~08 공모주식:1,800,000주
자금용도:시설자금435억(북미법인설립'227억,국내설비확충'23억,국내사업장신설'185억) 청약일:09.13~14 납입일:09.18
주관사:미래에셋증권
타임폴리오자산운용,TIMEFOLIOK바이오액티브ETF출시
https://biz.chosun.com/stock/stock_general/2023/08/10/APTFBUQLDZHRNB5LMPSS6YPKOQ/
▶비상장투자/VC이슈
딩톡,알리바바사업부에서분할...IPO추진전망
https://www.hankyung.com/finance/article/2023081658015
▶정부2년차(정책주)일정및정치 과기정통부,AI법제정비착수…하반기‘로드맵2.0’발표
https://ift.tt/0e8Jbau
한일,오늘후쿠시마오염수실무기술협의…"논의매듭에최선"-머니투데이
https://news.mt.co.kr/mtview.php?no=2023081611574270207
‘유류세인하’10월말까지두달연장…세수부족악화될듯
http://www.hani.co.kr/arti/economy/economy_general/1104547.html?_fr=mt1
[속보]불법리딩방1000건수사…이복현“수사지원할것”
https://n.news.naver.com/mnews/article/018/0005552334?
rc=N&ntype=RANKING&sid=101
정부,수출금융지원에23조더붓는다···반도체·이차전지초격차지원
https://www.ajunews.com/view/20230816101150981
▶부동산/리츠/금융(예대)
‘이런수치처음'...서울역대최악‘공급가뭄’온다[부동산아토즈]
https://naver.me/xhKIk3KK
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★신기술산업:AI(Chat-GPT,인공지능)/로봇/양자기술/보안
中텐센트회장“AI기술,인간웰빙위해개발할것”
https://www.sedaily.com/NewsView/29TFIH5ARA?OutLink=telegram
[단독]SKT,에이닷글로벌진출에390억출자…유영상대표의'AI컴퍼니'승부수 https://n.news.naver.com/mnews/article/031/0000766165?
rc=N&ntype=RANKING&sid=105
★모빌리티-IRA/CRMA/2차전지/충전/광물/폐배터리/자율주행/전장★증설/수주/넘버
“테슬라횟집이야?”고가모델1만달러씩가격인하
https://news.kmib.co.kr/article/view.asp?arcid=0018571011&code=61141211&sid1=eco
배터리소재확보에손걷어붙인삼성SDI
http://www.g-enews.com/ko-
kr/news/article/news_all/2023081613294638497bdb7041ec_1/article.html
현대차,인도GM공장인수계약…‘세계3위’車시장공략본격화 https://naver.me/GFY0i3hx
[단독]HL만도,충칭법인매각…차부품사中청산도미노
https://www.ajunews.com/view/20230816131728176
▶Tech1:(AI)반도체/HBM/빅데이터/보안/클라우드/PC
SK하이닉스,청주M15에HBM전용라인들인다
SK하이닉스가충북청주M15에HBM(고대역폭메모리)생산라인을신설한다.그동안낸드플래시 생산기지로활용되던청주캠퍼스에D램애플리케이션이들어오는건이번이처음이다.
https://www.kipost.net/news/articleView.html?idxno=311858
'공사중'삼성美테일러공장첫수주…4나노공정서AI칩생산 https://www.asiae.co.kr/article/2023081609562972443
3곳중2곳은실적악화...'곡소리'난국내반·디장비업계
https://www.thelec.kr/news/articleView.html?idxno=22585
SamsungElectronicsReaches9-yearLowinDRAMMarketShare
-삼성전자,DRAM시장점유율9년만에최저치달성
http://www.businesskorea.co.kr/news/articleView.html?idxno=120298
▶Tech2:XR/VR/OLED/폴더블/가전/통신/결제 삼성새XR헤드셋기기프로토타입,유출
https://www.etnews.com/20230816000200
"아이폰16프로,와이파이7·4800만화소초광각카메라지원"
내년에출시될아이폰16프로,아이폰16프로맥스모델에와이파이7지원이추가되고업그레이드 된4800만화소초광각카메라가탑재될것이라는전망
https://n.news.naver.com/article/092/0002302056?ntype=RANKING
[단독]구글페이韓상륙…오프라인결제돌입
https://www.etnews.com/20230816000215
▶엔터/컨텐츠(웹툰,OTT,방송)/미디어&플랫폼(★데뷔,신작공개) 블랙핑크,내달서울서월드투어앙코르콘서트연다 이번서울앙코르콘서트결정으로재계약여부결정에대한기대감이커졌지만,YG는재계약여부 에대해"논의중"이라고만밝혔다.
https://n.news.naver.com/entertain/article/001/0014134771
▶[G]전력인프라/변압기/원전/태양광/풍력/원전/수소/
DOEproposes2-yearreviewsfortransmissionprojectsonfederalland
미에너지부,연방토지의주(州)간송전프로젝트에대한2년검토프로세스제안(자료:UtilityDive
)
https://www.utilitydive.com/news/doe-transmission-projects-federal-permit-reviewrenewable-energy/690617/
▶[G]방산/우주-항공우주/위성/스타링크/UAM/드론
SKT·KT·LGU+와삼성·LG뭉친'오픈랜원팀',글로벌주도권잡기나섰다
https://www.bloter.net/news/articleView.html?idxno=605405
▶소비트렌드2023(초양극화시대):★품절/인상/00런 식지않는열풍…티몬서먹태깡800봉,3초만에매진
https://www.segye.com/newsView/20230816508431
해외서훨훨난클래시스,中의료관광에안방기대감도고개
https://naver.me/Fl2lSLs6
7개지방공항,연말까지중국노선4500편증편
ttps://n.news.naver.com/article/001/0014134765
▶게임출시일정&메타버스/P2E등★출시/CBT/신작일정
▶WEB3.0/STO/조각투자/크립토파이낸스/CBDC]★제도화/법규 코인베이스,암호화폐업체중첫선물거래승인받아
https://www.hankyung.com/economy/article/202308165676i
▶의료기기/덴탈/제약,바이오(수출입데이터,학회일정체크)
'프리미엄수액제'잡아라…종합영양수액시장경쟁
https://www.etnews.com/20230815000051
'고공성장'뷰노,하반기에는해외로…뇌·흉부AI로美·日등'동시공략'
https://news.mt.co.kr/mtview.php?no=2023081609581737759
신테카바이오,'AI딥러닝유전체바이오마커검출방법'美특허등록
http://www.sentv.co.kr/news/view/665497
▶에너지/곡물/원자재/스마트팜 이상기후로中에해충퍼지자…세계곡물시장'긴장
https://www.hankyung.com/international/article/202308163220i
▶건설(건자재)/기계/항공/육운/해운운임(가격인상)
▶정유/화학(타이어)/조선/철강/상사
‘BigShort’investorgoinglongagainonshippingstocks 마이클버리가해운주에투자를했습니다.
https://www.tradewindsnews.com/finance/-big-short-investor-going-long-again-onshipping-stocks/2-1-1500853
OccidentalPetroleumtobuyCarbonEngineeringfor$1.1bln 옥시덴탈,탄소포집기술업체인CarbonEngineering인수
https://www.reuters.com/article/carbon-eng-ma-occidental-idUSL4N39W41K