2024 년 8월 23 일 [ 돈이 되는 뉴스 모음 ]

 

2024 년 8월 23 일  [ 돈이 되는 뉴스 모음 ]

모스크바 대규모 드론 공격…러, “쿠르스크 급습에 미국 등 개입”
https://n.news.naver.com/mnews/article/056/0011785877
[Chip War] -  AI발 칩 → 전력기기/데이터센터 → 에너지원
▶ 글로벌 이슈 : 선진국(북미, 유럽 등) / 해외주식/매그니센트7/트럼프2.0
[속보]미국 신규 실업수당청구건수 예상치 부합
https://v.daum.net/v/20240822213202250
다시 소환된 “바보야, 문제는 경제야”
http://www.sedaily.com/NewsView/2DD47XHQPF?OutLink=telegram
“30년전 대통령했는데 트럼프보다 두달 젊다”...‘이 남자’ 해리스 지원사격
https://naver.me/IDF1B2yv
해리스에 '트럼프의 4배' 선거자금 쏟아졌다…지난달 2700억원 모금 https://naver.me/xMj8wfEe
트럼프 이어 해리스도 가상화폐 업계에 구애 - 정책고문 "코인산업 성장 돕는 정책 지지" 입장
https://n.news.naver.com/article/001/0014888755?sid=104
미국 '생물보안법' 입법 작업 '가속'...FDA에 중국 임상 실시기관 조사 요청
#우시바이오급락 #한국 CDMO 업체 기회 
http://m.yakup.com/news/index.html?mode=view&cat=12&nid=298389 California Lawmakers Ask Newsom to Delay EV Mandate After Tesla Truck Fire
https://www.theepochtimes.com/us/california-lawmakers-ask-newsom-to-delay-ev-mandate-after-tesla-tr uck-fire-5710189?utm_source=ref_share&utm_campaign=twitter&rs=SHRNCMMW
▶ 글로벌 이슈 : ASIA/EM/EEM/EWY 日국채 이자 10.9조엔 '역대급'
- "금리 인상…완화정책 잔치 끝"
- 내년 지급규모 1991년 후 최대
https://n.news.naver.com/article/015/0005024565?sid=104
사고 13년반만 첫 후쿠시마 원전 핵연료 잔해 반출 시도 중단
https://v.daum.net/v/20240822115542600
中, 인프라 투자 속도낸다…경기부양 ‘안간힘’
http://www.sedaily.com/NewsView/2DD46V6LSP?OutLink=telegram
▶ 글로벌모니터링 : 지정학적 이슈 /금리인하/주요 매크로데이...
Fed 다수 위원 "9월 금리인하 적절" 판단..시장은 "연내 1.0%P 인하" 기대
- 7월 FOMC 회의록 공개
- 잭슨홀 파월 '비둘기 발언' 강도가 관건
https://www.hankyung.com/article/202408227469i
▶ 국내 경제(환율/국고/외인동향)/경제/제도/금융상품 동향 다시 열린 ‘천하대일 단타대회’… 새내기株 거래대금 3조원 넘어서 https://n.news.naver.com/mnews/article/366/0001013314
▶ [매각/인수/합병/분할] 최대주주변경/경영권분쟁/행동주의 ★★ 지멘스, 물류 사업부 인수자로 도요타 벤더랜드 선정
https://www.hankyung.com/article/2024082202235
[단독] 에스씨엠생명과학 경영진, 최대주주에 '맞불'…"주총소집 허가 집행정지 신청" https://www.thebionews.net/news/articleView.html?idxno=8091
▶자금조시장 : 유무상증자/메자닌발행/블럭딜/오버행 이슈 등 미래에셋증권, 2500억 '엘엔에프 영구 CB' 떠안는다
http://m.thebell.co.kr/m/newsview.asp?svccode=00&newskey=202408211138342280104845
큐라티스 '환기종목' 지정, 178억 유상증자 “철회”
큐라티스가 올 상반기 재무제표에 대한 검토보고서의 검토의견이 감사범위 제한에 따른 감사의견 '한정'으 로 표명됐고, 이에 따라 회사는 지난 16일 '투자 주의 환기종목'으로 지정됐기 때문입니다. http://biospectator.com/view/news_view.php?varAtcId=22877
▶ 주요 공시 : 시설투자, 공급계약(해지 등) 등 이수페타시스, 대구에 반도체부품 공장 신설…3천억 투자 신규 공장이 완공되면 고다층 인쇄회로기판 월 생산량이 1.5배 증가
https://n.news.naver.com/article/001/0014888120?sid=101
켐트로닉스(089010) 신규시설투자등 투자금액 : 214 억원 자본대비(%) : 11.7
투자 목적 : 식각 시설 관련 보완 투자
시작일 : 2024-08-22 종료일 : 2025-07-31
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240822900109
▶ 주요공시 : 투자경고/투자주의/단일가지정
▶ 정책1) K-밸류업 : 주주환원/자사주소각/배당 등
"'밸류업 ETF' 승자 누구"…운용사 10여곳 출사표 [이슈+]
※ KRX 코리아 밸류업 지수
※ 밸류업 ETF(액티브 ETF / 패시브 ETF)
https://www.hankyung.com/article/2024082163816
▶정책2) [대왕고래] 영일만 가스전 /부산신항 / 시추 
▶IPO/ETF/SPAC/ 편입일정(MSCI / FTSE /코200, 코150
개미도 외면한 아이스크림미디어…청약 경쟁률 12대1 올 최저
https://signalm.sedaily.com/NewsView/2DD47D004G/GX11
▶비상장투자 / VC/ PEF
▶정부정책 & 정치뉴스
“금통위원 6명 중 4명, 3개월 내 금리 인하 가능성 시사”
“저를 제외한 금통위원 6명 중 4명은 향후 3개월 후 기준금리를 현 수준(3.5%)보다 낮은 수준으로 낮출 가능 성을 열어놔야 한다는 의견을 제시했다”
http://m.segyebiz.com/newsView/2024082251162
"금투세, 1.3조 벌자고 주식·금융·부동산·환율 다 망가뜨릴건가"
https://v.daum.net/v/20240822124411977
"세계 GDP 90%와 FTA"…'경제영토' 세계 1위로 키운다
https://www.mk.co.kr/news/economy/11099425
"중도층 표심 잡아라"…여야, 상속세 완화 경쟁 본격화
https://n.news.naver.com/mnews/article/277/0005462164
한은총재 "금융 불안 시그널, 지금 막지 않으면 위험"
https://www.hankyung.com/article/2024082285417
▶ 부동산/PF/리츠/금융(예대)
"2년 뒤 신축 아파트 씨 마른다"…'무서운 경고' 나왔다 https://n.news.naver.com/article/015/0005023796
잠실한강공원에 220선석 규모 '잠실마리나' 들어선다
https://v.daum.net/v/20240822060106819
‘매물 거둘까’ 걱정에 가계약 계좌부터 달라는 매수 대기자들
https://v.daum.net/v/20240822060010698
"지금 아니면 재건축 못해"…중계주공5단지 사업 속도 내나
https://v.daum.net/v/20240822050039141
"대출 줄여도 상관없어" 30억 아파트는 끄떡없다?…양극화 심화 우려
https://v.daum.net/v/20240822044705068
‘생숙 분쟁’에 숨통?… 서울시, 오피스텔로 변경 첫 허가 https://v.daum.net/v/20240822004527299
갭투자 사전에 막는다… 신한은행 조건부 전세대출 중단 https://v.daum.net/v/20240822034012828
분상제 역대 최고가…청담 르엘, 평당 분양가 7209만원 확정
https://v.daum.net/v/20240821203805662

 

 

 

 

 

-----------------------[ 돈 될 섹터 ] ------------------------------
★ Tech1 : AI반도체/HBM/온디바이스AI/데이터센터/AI서비스/유리기판/팹리스 등 미코, 국내 최초 HBM TC본딩 부품 '상부 펄스 히터' 국산화..."고객사 테스트 90% 진행"
http://www.newspim.com/news/view/20240822000130
LLM보다 효율성 더 높다…빅테크들 SLM 경쟁
https://naver.me/FafS8BY4
★ [G] 전력 인프라+신재생 : 데이터센터/변압기/송배전/ESS/ 에너지원(원전,태양광,풍력,수소)
LS일렉트릭-버티브, 데이터센터 운영 인프라 사업 손잡다
https://www.energy-news.co.kr/news/articleView.html?idxno=205133
"올해 세계 원자력 발전 능력 6년만에 역대 최대 경신"
https://v.daum.net/v/20240822110821611
★ 신성장산업(일자리, 효율) : 로봇/자율주행/AMR/양자기술/보안/뉴럴링크...
[단독]이준석 등 여야 의원들, '현대차 인수' 美로봇기업 찾는다
https://www.edaily.co.kr/News/Read?newsId=03348886638989944&mediaCodeNo=257&OutLnkChk=Y
에스피지 "삼성전자 웨어러블 로봇 '보핏' 액추에이터 단독 공급 개시"
https://www.newspim.com/news/view/20240822000225
★[G] 大우주항공/방산/국방비 - 항공우주/위성/스타링크/UAM/드론
▶[DSP] 폴더블/애플비전프로/XR/VR/메타버스/OLED/가전/통신/결제/보안 LGD, '꿈의 OLED 소재' 청색 인광 패널 개발
블루 인광이 상용화될 경우 OLED 를 탑재한 IT 기기의 디스플레이 쪽 배터리 효율은 10~20% 개선될 것으로 보입니다 
Universal Display (티커 : OLED) 는 최근 블루 인광의 올해로 예정되었던 상용화가 지연되며 급락했었습니 다 
LGD 와의 블루 인광 패널 개발이 양산 성능 평가까지 통과할 경우 Unviersal Display 의 중요한 전환점이 될
가능성이 높아보입니다
https://n.news.naver.com/mnews/article/030/0003233423
삼성전자, 2분기 세계 스마트폰 출하량 1위…애플은 매출액 1위
https://naver.me/xQeNAbG8
▶모빌리티(車) - 리튬/정책 :IRA/FEOC/2차전지/리튬/광물/초전도체/SOFC/폐배터리/보조금
[단독] 현대차 ‘배터리 거점’ 안성에 세운다...수천억 투자 추진
현대차그룹이 경기도 안성에 배터리 연구개발(R&D) 시설을 설립한다.확인됐다. 초기 투자금액은 수천억원 대로 1차 완공 시점은 2027년께로 예상된다.
현대차그룹은 안성 연구소에서 배터리를 직접 설계하고 테스트용 제품도 만들 계획이다. 중장기적으로 현 대차그룹이 주도적으로 배터리를 설계하고 생산만 전문 기업에 맡기는 이른바 ‘배터리 팹리스(설계 전문기
업)’ 전략도 구상중이다.
https://www.mk.co.kr/article/11099346
포드, 전기차 출시 계획 축소, 수요 부진에 따른 19억 달러 손실 예상
https://www.wsj.com/business/autos/ford-cancels-plans-for-electric-suv-44817367
전기차 공포? 美서는 잘만 팔린다. 2분기 32만여 대. 분기 신기록 
https://www.autodaily.co.kr/news/articleView.html?idxno=522441#google_vignette
전기 SUV' 버린 포드, 하이브리드 집중…한국과 배터리 협력도 강화
https://news.mt.co.kr/mtview.php?no=2024082210203854857
'전기차 도전' 샤오미, 실적 열어보니 선전…"올해 12만대 판다" https://news.mt.co.kr/mtview.php?no=2024082214353442648
데이터센터 열 식히는 액침냉각…전기차 화재 대안으로 부상
https://www.edaily.co.kr/News/Read?newsId=01233286638989944&mediaCodeNo=257&OutLnkChk=Y
▶글로벌 제약, 바이오 / 의료기기 등 (수출입데이터, 학회 일정 체크, 비만, AI항암)
 [단독] 1형 당뇨 법으로 명시된다…치료 지원 근거 강화
https://v.daum.net/v/20240822141428578
지노믹트리, ‘대장암 고위험군 진단’ 임상 “美학회 논문”
http://www.biospectator.com/view/news_view.php?varAtcId=22876
한지붕 '리가켐바이오-오리온', 첫 공동 해외 NDR 나선다
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202408210743035620101319
폭스, 태국서 변종 감염 첫 확인…동남아 확산
http://www.sedaily.com/NewsView/2DD487EGIY?OutLink=telegram
▶ 소비트렌드2024(초양극화시대/Ditto 소비) : K-뷰티/K-음식료/K-소비재
▶ 게임( 출시/CBT/신작 일정)
1000억 실탄 장전 하이브IM, 글로벌 게임사로 턴어라운드 본격화
https://m.etoday.co.kr/view.php?idxno=2393167
▶ 플랫폼/미디어/웹툰/엔터 (★데뷔, 신작공개)
[특징주]예스24, 피프티피프티, 세계 3대 음반사와 유통 계약...빌보드 공략 '강세'
https://www.hankyung.com/article/202408228813a
▶ 비트코인/STO(증권토큰)/WEB3//CBDC] ★ 제도화/법규
▶ 에너지/귀금속/원자재/곡물
홍해 물류 정상화 '캄캄'...또 후티반군에 유조선·화물선 잇따라 피격
https://www.seoulwire.com/news/articleView.html?idxno=619167