2023년 1월 18일 뉴스모음

2023년 1월 18일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★ 실내마스크30일부터벗는다…2년3개월만에해제 ●확정은아니지만,유력!
https://naver.me/FjjvMXKW

마이크로소프트,AzureOpenAIService공개 *GPT-3,Codex,DALL•E2등을개발에적용할수있음
*ChatGPT도향후제공예정
https://azure.microsoft.com/ko-kr/products/cognitive-services/openai-service

▶글로벌모니터링:선진국(북미,유럽등)/해외주식
글로벌펀드매니저,"글로벌성장에1년만에처음낙관적"
https://www.hankyung.com/economy/article/202301179304i

루이뷔통모에헤네시,시총4000억유로넘어…유럽최초
https://v.daum.net/v/20230117191934192

모간스탠리,4분기주당순이익1.19달러…예상치부합,전년비40.8%↓
https://v.daum.net/v/20230117220354581

디아지오,프리미엄럼브랜드'돈파파'인수 https://v.daum.net/v/20230117220329576

▶글로벌이슈:신흥국(EM/EEM/EWY) 겉으론탈중국외치지만…"작년미중교역량사상최대근접"
https://v.daum.net/v/20230117212102048

중국지난해인구감소...1961년이후처음
https://biz.heraldcorp.com/view.php?ud=20230117000435

위안화0.13%절하고시…6.7222위안(상보)
http://news.einfomax.co.kr/news/articleView.html?idxno=4250876

대만,군복무기간연장이어여성예비군훈련허용키로
https://v.daum.net/v/20230117203200299

[속보]성주사드기지외곽민간드론추정물체발견…軍,추락유도
https://www.pinpointnews.co.kr/news/articleView.html?idxno=169760

40년만의최대물가상승에…日기업들,'인플레이션수당'지급
https://www.hankyung.com/international/article/202301177837Y

게임소비세안걷히자…일본,‘공룡’구글·애플압박 https://n.news.naver.com/mnews/article/009/0005076204?
rc=N&ntype=RANKING&sid=001

▶글로벌모니터링:경기침체/금리/물가인상
월가"BOJ,이번주에YCC폐기할수도"★★★
http://news.einfomax.co.kr/news/articleView.html?idxno=4250855

"월가,디플레이션가능성간과하고있어"
http://news.einfomax.co.kr/news/articleView.html?idxno=4250864

▶국내경제일반/시장/제도/금융상품동향
25일거래부터호가단위촘촘해진다…"현대차100원단위주문"
https://kr.investing.com/news/economy/article-871878

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병
[다올인베스트먼트] 투자판단관련주요경영사항(다올인베스트먼트(주)지분매각을위한최대주주의우선협상대상자선정 및MOU체결
(http://dart.fss.or.kr/report/viewer.do?
rcpNo=20230117900470&dcmNo=8946457&eleId=0&offset=0&length=0&dtd=HTML))

'재벌집막내아들'래몽래인,경영권분쟁으로번진90억유증
https://v.daum.net/v/20230117170940654

JB금융숨은큰손한투증권…주가오르자단계적매각추진
www.sedaily.com/NewsView/29KIDDRV77?OutLink=telegram

▶자금조달:유무상증자,CB,BW,발행등
태영건설급한불껐다…KKR로부터13%금리로4000억조달[시그널]
www.sedaily.com/NewsView/29KIEGOCWD?OutLink=telegram

[단독]효성화학,회사채발행나섰다'대참패'
https://naver.me/xLEcZVpt

▶실적발표
[로블록스12월데이터호조로장전14%상승]
-DAU:61.5백만(YoY18%)
-사용시간:47억시간(YoY21%)
-예상매출:1.89억~1.99억달러(YoY-6%~-1%)
-예상Bookings:4.3억달러~4.39억달러(YoY17~20%) -예상평균Bookings/DAU당:6.99달러~7.14달러(YoY-1~+1%)
https://www.businesswire.com/news/home/20230117005375/en/Roblox-ReportsDecember-2022-Key-Metrics

▶주요공시:시설투자,공급계약 HB솔루션(297890)
단일판매ㆍ공급계약체결
매출대비(%)111.60 계약금액:522억원
계약내용:장비공급계약
계약상대:SamsungDisplayVietnam(SDV)
시작일:2023-01-16 종료일:2023-11-16 http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230117900226

현대중공업(329180)
단일판매ㆍ공급계약체결 매출대비(%)11.69 계약금액:9,714억원
계약내용:LNGC3척 계약상대:오세아니아소재선사
시작일:2023-01-16 종료일:2026-11-30 http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230117800134

▶IPO/SPAC/지수편입일정 삼성스펙줄줄이급등…삼성전자M&A기대감?학습효과?
-삼성증권스팩공모가대비1.6~2.6배 주가급등,통상합병기업결정돼야나타나 -삼성전자M&A와는사실상무관해
-"메타버스관련주엔피(삼성스팩2호)때문"
https://www.edaily.co.kr/news/read?newsId=03457126635478704&mediaCodeNo=257
  
▶비상장투자/VC이슈
작년비상장바이오투자"전년比반토막,상반기82%”
http://biospectator.com/view/news_view.php?varAtcId=18077
  
▶정부일정및정책/정치
국교위,전문위·특별위로향후10년교육발전계획세운다
http://www.edaily.co.kr/news/newspath.asp?newsid=02978246635478704

▶부동산연결고리(부동산/금융/세금/리츠/조달등)
둔촌주공평균계약률60%대그쳤다···59·84㎡은70%넘겨
https://n.news.naver.com/article/032/0003199678?sid=101

둔촌주공시공단,계약률공개미룬다..."3월공개예정"
계약률공개권장하고있지만의무사항아냐
업계“둔촌주공계약률모자르다는반증”
https://n.news.naver.com/mnews/article/029/0002779178?sid=101

[르포]'빌라왕'전세사기후폭풍…"전세소개만해도사기꾼취급"
https://naver.me/xr64Y47a

대출문턱높이는보험사들…신용대출금리연13%육박
https://www.hankyung.com/economy/article/2023011790021

법정최고이자율인상은당분간보류
-오는30일로예정된대통령업무보고에도관련내용은포함되지않을예정
https://n.news.naver.com/mnews/article/032/0003199760?sid=101

금감원장＂주주환원만큼국민몫고민해야＂발언에…은행주˙흔들˙https://naver.me/5wHifiua

-----------------------------------섹터------------------------------------------
▶(돈)모빌리티-IRA/RMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버 안팔리는테슬라,배터리주문줄일까?K배터리'긴장'
금일LG엔솔주가하락이유:테슬라오더컷이슈
→회사는사실무근이라는입장  
https://mobile.newsis.com/view.html?ar_id=NISX20230117_0002162537

[단독]유암코,LS전선과전기차사업맞손…신설자회사2대주주됐다
https://www.sedaily.com/NewsView/29KIEF8JWL

中엑스펭전기차가격인하…테슬라대규모할인영향
https://v.daum.net/v/20230117220327575

"현대모비스,핵심부품수주10%늘리겠다"
https://www.hankyung.com/economy/article/2023011790261

▶[G][태양광/풍력/원전/전력망/ESG]


▶[G][방산/우주항공/UAM/드론] 국산전투기'KF-21'첫초음속비행성공
http://naver.me/xpaQqNOZ

▶(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안 [단독]사람같은AI'한국판챗GPT'나온다…KT,상반기상용화
https://www.hankyung.com/economy/article/2023011791831

MS사로잡은‘챗GPT’잠재력…현실판‘자비스’볼수있을까
https://www.khan.co.kr/economy/economy-general/article/202301172206015

▶(돈)플랫폼/엔터/미디어/OTT(컨텐츠)]★데뷔,신작공개
[단독]게임·드라마수출효자로…尹,콘텐츠산업직접챙긴다
https://n.news.naver.com/mnews/article/009/0005076039?sid=101

[속보]카카오톡또먹통…메시지발송오류등
●데이타솔루션,모아데이타,줌인터넷,콤텍시스템,오픈베이스,파이오링크 https://n.news.naver.com/mnews/article/088/0000793921?
rc=N&ntype=RANKING&sid=105

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 [단독]아모레퍼시픽,리오프닝에온라인·면세점서구매수량제한★
→구매수요회복조짐?!   https://n.news.naver.com/article/421/0006580990?sid=101
  
"항공료수십만원쓰느니국내로"…밀려드는설캉스족에호텔'방긋'
https://n.news.naver.com/article/newspaper/015/0004800001?date=20230117
  
"20여년만에최악"…멈춰선중고차시장 중고차금리15%육박  
https://n.news.naver.com/article/215/0001077875?ntype=RANKING
  
"지갑마저닫힌다"…가격올려도암울한식품사
https://n.news.naver.com/article/215/0001077919?ntype=RANKING
  
▶게임출시일정그리고메타버스등★출시/CBT/신작일정 액티비전블리자드"넷이즈가계약연장거부...1월23일中서비스종료" 액티비전블리자드"넷이즈가계약연장거부...1월23일中서비스종료"

엔데믹직격탄…모바일게임첫역성장
-작년韓매출52.6억弗9.9%감소
-일상활동재개로이용자크게줄어
www.sedaily.com/NewsView/29KIDMR6X9

한-UAE협력강화로‘지식재산한류’확대한다
https://www.boannews.com/media/view.asp?idx=113515&kind=

카카오게임즈,‘아키에이지워’사전예약100만돌파…제2의‘오딘’되나
http://www.greened.kr/news/articleView.html?idxno=300313

[단독]웹젠,'뮤'IP자체개발신작제작중단
https://news.mtn.co.kr/news-detail/2023011711121412196

▶WEB3.0/크립토파이낸스/CBDC]★제도화/법규/ 뱅크오브아메리카“CBDC및스테이블코인등은화폐와결제의자연스러운진화” https://coincode.kr/archives/90326

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드
"TSMC잡겠다"…SKC,美반도체기판공장구축
https://www.hankyung.com/economy/article/202301177597i

TSMC추격나선삼성파운드리,협력사들에'IP라이선스'사업맡겼다
http://www.thelec.kr/news/articleView.html?idxno=19493

[단독]한화,반도체승부수…차세대전력반도체진출
https://m.etnews.com/20230117000222

[단독]정부,클라우드인증등급제이달말시행…"先시행後보완"
https://v.daum.net/v/20230117145640029

▶Tech2:VR/XR/폴더블/디스플레이/가전/통신 애플도VR머리썼다…메타와머리싸움전쟁 ●맥스트/선익시스템/엔피/자이언트스텝/덱스터/스코넥
https://n.news.naver.com/mnews/article/081/0003332867?sid=105

韓진출예고한스페이스X,어떤위성통신서비스내놓나 -기내·차량용와이파이보급유력...장기적으로6G시장경쟁력높일것
https://zdnet.co.kr/view/?no=20230117101154

한국서남극환자원격진료’…XR기반남극·서울실시간원격협진
https://v.daum.net/v/20230117151104709

스마트폰수요부진속날개단폴더블폰…올해도45%高高성장
http://www.inews24.com/view/1558978

▶제약/바이오/건기식
'뇌질환藥수출대박'에이비엘바이오,항암제성과기대감도고조
https://n.news.naver.com/mnews/article/008/0004841361?sid=101

카이노스메드,‘로열티30%’에에이즈치료제글로벌판권넘긴다 https://bit.ly/3ITHUg5

이수앱지스,면역항암치료제'ISU106'기술이전계약
https://biz.heraldcorp.com/view.php?ud=20230117000568

동아ST,스텔라라시밀러9월美출시…'내년점유율2%확보'
https://www.edaily.co.kr/news/read?newsId=02840486635478704&mediaCodeNo=257

돈냄새나는디지털신약…제약사도투자물결
https://naver.me/GkJLEnUW

제약바이오,모래바람뚫고중동시장개척한다
https://v.daum.net/v/20230117170909645

▶에너지/곡물/원자재/스마트팜 가뭄에타들어가는남미곡창지대…농산물가격에영향미치나
https://n.news.naver.com/mnews/article/001/0013704284?sid=104

신설데이터센터86%가수도권에…전력과부하는어쩌나
https://n.news.naver.com/mnews/article/032/0003199751?sid=001

▶건설/기계/항공/육운/해운운임 삼각김밥배송차로'반값택배'했더니…2000만명이편의점에왔다 https://www.hankyung.com/economy/article/202301177584i?
utm_source=naver&utm_medium=naver_newsstandcast&utm_campaign=newsstandcast_naver_all

▶정유/화학/타이어/조선/철강
LNG선최대40척…카타르發수주잭팟예고
https://n.news.naver.com/mnews/article/014/0004956983?sid=101

폐페트병,세척후식품용기로쓸수있다…재생원료인정
https://v.daum.net/v/20230117110706756

출처 : NH투자증권 광화문PB1센터_김성민PM

※위자료는다양한자료들의취합과개인적인생각의결합입니다.어떠한경우에도컨텐츠에대한 내용이투자결과에대한법적책임소재의증빙자료로사용될수없습니다.투자에대한투자판단은투 자자본인의책임에있습니다.