2024년 8월 7일 [ 돈이 되는 뉴스 모음 ]

 

2024년 8월 7일  [ 돈이 되는 뉴스 모음 ]

JP모건 "엔케리 트레이드,50~60% 청산돼"
https://www.hankyung.com/article/202408066088i
[Chip War] -  AI발 칩 → 전력기기/데이터센터 → 에너지원
[News] Intel and NVIDIA’s New Platform Orders Rolling Out, TSMC Unaffected by Market Turbulence
대만 언론에 따르면, Nvidia의 Blackwell 칩은 안정성 강화를 위해 마스크를 교체하며 약 2주 간의 생산 지연 이 발생. 재설계가 완료되어 4분기 대량 생산 진행 예정. 2주 간의 CoWoS 유휴 캐파는 H100 수요로 충족되 어 TSMC 실적에 영향 없을 전망
https://www.trendforce.com/news/2024/08/06/news-intel-and-nvidias-new-platform-orders-rolling-out-ts mc-unaffected-by-market-turbulence/
오픈AI 주요 창업자 2인 장기 휴직 및 경쟁사로 이직
https://n.news.naver.com/mnews/article/009/0005346181
▶ 글로벌 이슈 : 선진국(북미, 유럽 등) / 해외주식/매그니센트7/트럼프2.0 카말라 해리스, 미국 대통령 선거 민주당 후보 지명 확정
https://menafn.com/1108517022/Kamala-Harris-Secures-Democratic-Nomination-For-US-Presidential-Poll s
[속보] 해리스, 부통령 후보로 월즈 미네소타 주지사 지명
https://v.daum.net/v/20240806215036561
"주식 폭락 책임은 민주당"…해리스 돌풍에 찬물 끼얹는 경기 침체론
https://n.news.naver.com/article/015/0005018705?sid=104
美법원 "구글, 검색시장 불법 독점"
http://www.sedaily.com/NewsView/2DCWUENM07?OutLink=telegram
구글 반독점 패소 여파,구글과 애플은 내리고 MS는 오르고
https://v.daum.net/v/20240806211603061
실적 앞둔 美 캐터필러…"경기 침체 신호 주목"
https://news.einfomax.co.kr/news/articleView.html?idxno=4320154
"경기하강" vs "공포과도"…거세지는 美 침체 논쟁
http://www.sedaily.com/NewsView/2DCWUWDHA5?OutLink=telegram
이라크 미군기지 피격...美·이스라엘 국방 “이란 연계 소행”
https://biz.chosun.com/international/international_economy/2024/08/06/7ODNK4TGXBFWXAP6NK5S65CH
I4/
러 외무차관 "우크라, 지난달 푸틴 암살 기도"
http://www.sedaily.com/NewsView/2DCWV1AADA?OutLink=telegram
▶ 글로벌 이슈 : ASIA/EM/EEM/EWY
日금융시장 3개 당국 합동회의 종료…"완만한 경제 개선 전망 불변"  * 기사가 나오고 나서 엔/달러 환율은 다시 146엔에서 144엔대로 하락 중입니다.
미무라 재무관은 회의 뒤 "일본 경제가 완만하게 개선할 것이라는 전망에는 아무런 변화가 없다는 인식을 공유했다"고 말했다. 그는 환율과 관련해서는 경제의 펀더멘털을 반영해 움직이는 게 바람직하다는 데에 의 견을 모았다고 전했다.
https://www.yna.co.kr/view/AKR20240806136700073
[속보] 日닛케이지수 10.2%↑ 마감…대폭락 하루만에 사상 최대폭 상승 https://v.daum.net/v/20240806150452832
증시 하루 새 급반등...주가 폭등에 '매수' 사이드카 발동
https://n.news.naver.com/mnews/article/655/0000020151
"저축 대신 투자" 외친 기시다 총재선거 전략 꼬이나
http://www.sedaily.com/NewsView/2DCWVBLHD9?OutLink=telegram
▶ 글로벌모니터링 : 지정학적 이슈 /금리인하/주요 매크로데이... 요르단·사우디, 이란에 "이스라엘에 보복시 영공 진입 불허용"
https://n.news.naver.com/mnews/article/421/0007713802?sid=104
▶ 국내 경제(환율/국고/외인동향)/경제/제도/금융상품 동향
"한국산 제품 이제 그만"…확 달라진 분위기 '초비상'
6일 대한무역투자진흥공사(코트라)가 발표한 ‘2024년 상반기 대한 수입 규제 동향과 전망’ 보고서에 따르면 올해 상반기 한국 수출품에 수입규제 조치를 발동 중인 국가는 총 26개국, 규제 건수는 214건에 달한다. 수 입규제는 반덤핑관세, 상계관세, 세이프가드 등 수입을 제한하기 위한 각국 정부의 관세 및 비관세 조치를 뜻한다.
✅수입 규제 항목도 평판압연, 아연도금강판, 에폭시수지, 고순도 테레프탈산, 폴리스틸렌과 같은 국내 철 강, 화학 제품에 집중됐다.
https://www.hankyung.com/article/202408065282i
▶ [매각/인수/합병/분할] 최대주주변경/경영권분쟁/행동주의 ★★ 사우디 국부펀드, 루시드에 '2조' 자금 투입
http://www.theguru.co.kr/news/article.html?no=75402
▶자금조시장 : 유무상증자/메자닌발행/블럭딜/오버행 이슈 등 스틱인베, 교환사채로 차바이오텍에 1500억 투자한다
https://n.news.naver.com/mnews/article/366/0001010175?rc=N&ntype=RANKING&sid=001
기업명: 서진시스템(시가총액: 1조 3,272억)
보고서명: 주요사항보고서(전환사채권발행결정) 발행금액 : 450억(전체대비 : 3.03%)
발행방법 : 사모
전환가액 : 26,494원(현재가 : 23,700원) 표면이율 : 1.5% 만기이율 : 3.0% 납입일자 : 2024-08-08 청구시작 : 2025-08-08 청구종료 : 2028-07-08
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240806000296
▶ 주요 2Q실적 : 슈퍼 서프라이즈! 
▶ 주요 공시 : 시설투자, 공급계약(해지 등) 등
▶ 주요공시 : 투자경고/투자주의/단일가지정
▶ 정책1) K-밸류업 : 주주환원/자사주소각/배당 등
▶정책2) [대왕고래] 영일만 가스전 /부산신항 / 시추 
▶정부정책 & 정치뉴스
[속보]한동훈 "증시, 역대 최대 하락…금투세 폐지 초당적으로 논의해야"
https://n.news.naver.com/mnews/article/008/0005073417
[속보]이재명 "尹대통령과 다시 만나고 싶다"
ttps://v.daum.net/v/20240806170502878
野 진성준에 몰려간 ‘개미투자자들’… “금투세 시행하면 민주당 지지 철회”
https://biz.chosun.com/policy/politics/2024/08/06/43PRN4Z7U5D6PMRUSG5MK4ENPU/
▶IPO/ETF/SPAC/ 편입일정(MSCI / FTSE /코200, 코150
“LS일렉트릭, 8월 MSCI 편입 기대…SKIET 편출 전망”
https://www.thelec.kr/news/articleView.html?idxno=29492
▶비상장투자 / VC/ PEF
번개장터, 프랙시스 체제 4년새 몸값 3배 훌쩍
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202407251423291520103396&lcode=00&pag e=5&svccode=00
▶ 부동산/PF/리츠/금융(예대)
상반기 서울 아파트 매수 40대 약진…역대 첫 30% 돌파 https://v.daum.net/v/20240806060201264
층간소음 잡는 신기술 쏟아진다...관건은 인증
https://v.daum.net/v/20240806060104194
시공사 선정 8개월째 계약도 못해…'진흙탕' 빠진 안산주공6단지
https://v.daum.net/v/20240806053048779
도심복합사업 일몰땐 사업 수포로…주민들 "연장 절실"
https://v.daum.net/v/20240806050040360
'단지' 넘어 '타운'으로…집값 견인하는 '브랜드 타운' 아파트
https://v.daum.net/v/20240806051001602
"부동산 대책 나온다"…집값 상승세 경기도로 확산
https://v.daum.net/v/20240806050017332
"비아파트 살려낼까"…부동산 대책에 쏠린 '시선'
https://v.daum.net/v/20240806050015328
[단독]삼성 360조 투자 용인 반도체 내년 착공 추진 https://v.daum.net/v/20240806044002175
서울 아파트 매수, 40대 비중 첫 30% 돌파… 30대 32%에 육박 https://v.daum.net/v/20240806030158562
부산 미분양 아파트 11년 만에 최다
https://www.thelec.kr/news/articleView.html?idxno=29492

 

 

-----------------------[ 돈 될 섹터 ] ------------------------------
★ Tech1 : AI반도체/HBM/온디바이스AI/데이터센터/AI서비스/유리기판/팹리스 등 美, SK하이닉스 인디애나 공장에 9.5억 달러 보조금 인디애나에는 HBM 등 SK하이닉스의 패키징 공정을 위한 설비가 구축될 예정
#SK하이닉스_인디애나
https://n.news.naver.com/mnews/article/011/0004376854?sid=101
中, 美 제재 대비 삼성전자 반도체 대거 비축
http://www.sedaily.com/NewsView/2DCWV98VZ3?OutLink=telegram
한화정밀기계, SK하이닉스 'HBM 장비' 공급 가시화
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202407260849344200108174
최태원 "차세대 제품 치열하게 고민해야…6세대HBM 조기 상용화"
https://www.thelec.kr/news/articleView.html?idxno=29486
SKC ‘유리기판’ 내년 상반기 세계최초 양산, 삼성전기·LG이노텍 제치고 기판 새 강자 되나
https://www.thelec.kr/news/articleView.html?idxno=29492
★ [G] 전력인프라+신재생 : 데이터센터/변압기/송배전/ESS/ 에너지원(원전,태양광,풍력,수소)
[AI핵심키 전력인프라]"베를린 지하에 전력망 고속도로…패스트트랙으로 구축 속도전"
http://www.sedaily.com/NewsView/2DCWUVW5HB?OutLink=telegram
[AI핵심키는 전력인프라] “獨 전력망 1년새 2배…정치권의 초당적 지원 덕” http://www.sedaily.com/NewsView/2DCWUTSFEL?OutLink=telegram
獨, 신재생 확대보다 열병합발전에 방점
http://www.sedaily.com/NewsView/2DCWVCRQ0B?OutLink=telegram
'탈원전' 대만…AI 전력난에 2030년 원전 재가동 검토 https://www.sedaily.com/NewsView/2DCV0AVHLQ
美 블룸에너지, 100% 수소 사용 고효율 연료전지 공개
http://www.theguru.co.kr/news/article.html?no=75418
★ 신성장산업(일자리, 효율) : 로봇/자율주행/AMR/양자기술/보안/뉴럴링크...
★[G] 大우주항공/방산/국방비 - 항공우주/위성/스타링크/UAM/드론
[더구루] 폴란드 수출형 FA-50 내년 4분기 첫 '출격'...초도 물량 EGI 미적용
https://www.theguru.co.kr/news/article.html?no=75431
▶[DSP] 폴더블/애플비전프로/XR/VR/메타버스/OLED/가전/통신/결제/보안
2030년 무선 데이터 5배 폭증…인프라 비용 분담 필요성 대두
6일 세계이동통신사업자연합회(GSMA)가 최근 발간한 아시아태평양 지역 모바일 경제 보고서에 따르면 한 국과 일본 내 스마트폰 1대당 월평균 데이터 소비량은 2023년 18GB에서 2030년 87GB까지 약 4.8배 증가할 것으로 전망된다.
업계 관계자는 "이전과 달라진 네트워크 및 데이터 소비 환경 등을 감안한다면 추후 비용이 더 가파르게 증 가할 수도 있다"며 "업계 내 새로운 기준이 필요한 시점"이라고 했다.
https://n.news.naver.com/mnews/article/014/0005224064
▶모빌리티(車) - 리튬/정책 :IRA/FEOC/2차전지/리튬/광물/초전도체/SOFC/폐배터리/보조금 한국 상륙하는 BYD…딜러사 된 삼천리, 신규 법인에 300억 투자 
https://news.einfomax.co.kr/news/articleView.html?idxno=4320147
中 헝다 전기차 사업부, 파산 및 구조조정 절차 돌입
https://news.einfomax.co.kr/news/articleView.html?idxno=4320028
▶ 비트코인/STO(증권토큰)/WEB3//CBDC] ★ 제도화/법규
▶ 소비트렌드2024(초양극화시대/Ditto 소비) : K-화장품/K-음식료/K-소비재
'톰브라운' 짐 싸서 떠나자 벌어진 일…"이 정도일 줄은" 부진 원인으로는 고물가와 고금리 현상이 지속되면서 소비자들이 지갑을 닫은 점을 꼽았다. 한섬 관계자는 "지속적 고물가·고금리 등에 따른 내수 소비 부진 영향으로 2분기 매출과 영업익이 감소했다"며 "한섬라이 프앤 지분 100%를 확보하는 등 향후 적극적 투자 체계를 마련하고 포트폴리오 다각화를 통해 실적 반등 발 판을 마련할 것"이라고 말했다.
https://n.news.naver.com/article/015/0005018893?cds=news_edit
▶글로벌 제약, 바이오 / 의료기기 등 (수출입데이터, 학회 일정 체크, 비만, AI항암)
Daiichi Sankyo and Merck Enter into Global Development and Commercialization Agreement for MK-6070
[키움 허혜민] 머크, 다이이치와 ADC 계약 확장 계약금 $170mn. 
Harpoon 인수하면서 확보한 T세포 인게이저 MK-6070(DLL3)는 소세포폐암(SCLC)과 신경내분비 종양으로
1/2상 중. 
MK-6070과 DXd ADC 와 병용하여 새로운 표준치료제 확립 목표. 
https://www.businesswire.com/news/home/20240806027979/en/Daiichi-Sankyo-and-Merck-Enter-into-Gl obal-Development-and-Commercialization-Agreement-for-MK-6070
삼성바이오로직스, 국내 CDMO 업계 최초 'PSCI' 가입
http://www.newspim.com/news/view/20240806000090
라파스, 美 자사브랜드 여드름 OTC 의약품 패치 FDA 제품 등록 신청 - 한국경제
https://www.thelec.kr/news/articleView.html?idxno=29492
8~9월 코로나19 재유행 조짐 ... KP. 3 변이가 주도
https://health.chosun.com/news/dailynews_view.jsp?mn_idx=530511
▶ 플랫폼/미디어/웹툰/엔터 (★데뷔, 신작공개)
▶ 게임( 출시/CBT/신작 일정)
▶ 에너지/귀금속/원자재/곡물 골판지 원지 가격 인상, 골판지상자 가격 인상 불가피
https://www.thelec.kr/news/articleView.html?idxno=29492
▶건설(건자재)/기계/운임 : 항공/육운/해운 (가격인상) 
[더구루] 삼성물산·대우건설·SK에코, '30조원 규모' 두바이 하수터널 EPC 사전적격심사 통과
https://www.theguru.co.kr/news/article.html?no=75408
잘 나가던 건설주, 중동 리스크에 상승세 꺾이나 지난 5일 KRX건설지수, 전일 대비 10% 하락 마감 현대‧대우‧GS건설 주가, 이달 들어 주춤
이란-이스라엘 확전 장기화 시 물류 운반비↑… 사업성 악화 불가피 https://biz.chosun.com/real_estate/real_estate_general/2024/08/06/73BPAQAX5NCVNN2CWCDKP7RU44/? utm_source=naver&utm_medium=original&utm_campaign=biz
▶정유/화학(타이어)/조선/철강/상사 
韓中, 컨테이너선 7조 수주전 격돌 독일 해운사 하파크로이트 한중에 총 30척 발주 문의
선복량 기준 세계 5위 해운사인 독일 하파크로이트가 7조원 규모의 대형 컨테이너선 발주를 예고하면서 글 로벌 조선 산업을 양분하고 있는 한국과 중국 간 수주 경쟁에 불이 붙을 전망이다.
https://www.mk.co.kr/news/business/11086473
출처 : NH투자증권 PB삼성동_김성민PB
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투자결과에 대한 법적 책임재의 증빙자료로 사용될 수 없습니다. 투자에 대한 투자판단은 투자자 본인의 책
임에 있습니다. 
JP모건 "엔 캐리 트레이드, 50~60% 청산돼"JP모건 "엔 캐리 트레이드, 50~60% 청산돼", http://www.hankyung.com