2023년 1월 25일 뉴스모음

2023년 1월 25일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★ 마이크로소프트,오픈AI에1백억달러배팅…핫한‘초거대AI
http://www.m-i.kr/news/articleView.html?idxno=981409

[단독]"오스템임플란트지분25%살것"MBK·유니슨,백기사로나섰다
https://naver.me/IgNSthzN

“브라질-아르헨티나‘공동통화’논의”…유로이은'달러대항마'출현주목
www.sedaily.com/NewsView/29KL41PRY5?OutLink=telegram

내일출근길도‘최강한파’…서울아침-18도
https://naver.me/Gpewtkvx

中춘제연휴,통상구출입국인원하루평균60만명예상
http://kr.people.com.cn/n3/2023/0122/c310926-10199082.html

▶글로벌모니터링:선진국(북미,유럽등)/해외주식
뉴욕증시,반도체주도기술주강세로일제상승…나스닥2%↑
https://naver.me/FBDUR7Xw

모간스탠리“美증시,랠리믿지마…실적침체본격화” https://www.blockmedia.co.kr/archives/289660

바이든"부채한도해결못하면재앙"…옐런"세계금융위기초래"(종합)
https://naver.me/5kXdTcdx

'독감처럼'미FDA,코로나백신매년1∼2회접종전환제안
https://naver.me/GCuAYU33

美12월주택매매,12년만에최저치…집값은6개월연속하락
https://naver.me/Gd1IgzFk

美국무"中방문시경쟁이충돌로비화하지않을방법논의"
https://v.daum.net/v/20230121082713543

유로존1월PMI'깜짝선전'…"침체,깊지않을수도"
www.sedaily.com/NewsView/29KLLLNFO9?OutLink=telegram

아마존,프라임회원대상의약품구독서비스출시
https://naver.me/GpewJz5j

스포티파이도직원6%감축발표…콘텐츠책임자도떠난다
https://naver.me/xkqZ4rlA

헤지펀드들세일즈포스노리나...엘리엇도세일즈포스지분사들였다
https://n.news.naver.com/mnews/article/014/0004959226?sid=101

계정공유막는다...넷플릭스의변심
https://www.econovill.com/news/articleView.html?idxno=600834

▶글로벌이슈:신흥국(EM/EEM/EWY) 중국경제재개,889조인플레이션폭탄터진다
https://naver.me/G6yVh4eX

추락하는中출산율…"분유시장3분의1사라진다"
https://n.news.naver.com/mnews/article/215/0001078746?sid=101

시장선3월금리중단가능성에베팅…중국리오프닝이변수
www.sedaily.com/NewsView/29KLLCRKVE?OutLink=telegram

▶글로벌모니터링:경기침체/금리/물가인상
연준비공식대변인"연준2월25bp인상후금리인상중단논의전망"
https://m.newspim.com/news/view/20230124000002

월러연준이사,2주침묵앞두고금리0.25%인상지지
https://naver.me/FCBzVVAt

"인플레둔화확인"…美2월FOMC'베이비스텝'발표가능성99% https://naver.me/x9crFr1i

옐런"美경제·신용붕괴"...국가부도위험연일경고
https://naver.me/5kXd4Lt0

경제학자들"美경기침체확률65%…2∼3분기연속역성장"
https://naver.me/GEuKx1Yo

▶국내경제일반/시장/제도/금융상품동향 저무는'킹달러'…"환율,연내1100원대도갈것"
●또시작이다.. https://newsis.com/view/?id=NISX20230120_0002166693&cID=15001&pID=15000

집나간투심,설지나면돌아올까…증시거래대금'뚝'
https://news.mt.co.kr/mtview.php?no=2023012009544965587

'속도개선·용량확대'한국거래소,차세대시장시스템25일가동
https://moneys.mt.co.kr/news/mwView.php?no=2023011814375349762

추경호"물가상승률1분기지나면4%대…하반기엔3%대"
https://naver.me/xXDWCfcq

국가채무비율50%선뚫렸다…정부전망보다2년앞당겨져
https://www.hankyung.com/economy/article/2023012406161

무역적자벌써102억달러…20일만에작년5분의1
https://www.hankyung.com/economy/article/2023012406241

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병
SK·LG·카카오·CJ등지연되는대기업계열상장…자금회수·승계늦어지나
https://n.news.naver.com/mnews/article/016/0002094203?sid=101

속도붙은대한항공-아시아나합병…유럽·미국관문도넘을까
http://www.stockinfo7.com/news/pick/url/3423669

▶자금조달/오버행:유무상증자,CB,BW,발행등
3.4%우리사주보호예수해제…LG엔솔이번주850만주풀린다
https://www.hankyung.com/finance/article/2023012405571

▶실적발표


▶주요공시:시설투자,공급계약


▶IPO/SPAC/지수편입일정 전기차배터리모듈부품‘삼기이브이’,공모가1만1000원확정…공모규모391억원
https://www.the-stock.kr/news/articleView.html?idxno=17739(25일~26일)

▶비상장투자/VC이슈
[시그널]잘나가던'오늘의집·리디'마저…유니콘에도싸늘한투심
https://n.news.naver.com/article/011/0004148025

'상장철회'컬리,문어발식지방사업'자금조달'어떡하나
https://n.news.naver.com/mnews/article/003/0011654273

▶정부일정과정책&정치 국민연금기금고갈언제?…5차재정추계잠정결과27일발표
https://n.news.naver.com/article/001/0013715916

'장고'끝낸나경원...25일당사서당권도전입장발표
#신라에스지#CJ씨푸드#한창#아가방컴퍼니#제로투세븐#오텍
https://n.news.naver.com/mnews/article/008/0004843208?sid=100

홍콩주가연계ELS,14조줄었다…금감원,증권사점검착수 https://www.edaily.co.kr/news/read?
newsId=01348086635480016&mediaCodeNo=257&OutLnkChk=Y

이적"3만원권지폐"공감커지자하태경"국회결의안추진"
http://biz.heraldcorp.com/view.php?ud=20230122000055

[단독]금감원,워너비그룹유사수신혐의로수사의뢰
https://v.daum.net/v/20230124070006503

'50년후지옥'대한민국..."연금없는MZ세대,개발도상국수준살아야"
https://n.news.naver.com/article/052/0001840568

“펀드등투자성상품위험등급,운용사아닌판매사가정하는게원칙”
https://www.hankyung.com/economy/article/202301249990i

▶부동산연결고리(부동산/금융/세금/리츠/조달등)
"안당해보면몰라요"…빌라왕무서워전세피한다
●보증보험/권리조사:리파인
https://n.news.naver.com/article/277/0005208548

7500억불끄니돌변한둔촌조합…"195억보증료과도"
https://n.news.naver.com/mnews/article/008/0004842766

집주인은'반등'기대감,수요자는'더내려야사요'
http://bit.ly/3QYgJmx

은행대출금리6%대로하락…7%대금리사라진다
https://naver.me/FqH6Loyg

"3%대대출나도받을수있나"…특례보금자리론일주일앞으로 ●우대형은3%대...9억이하일반은...5%초반..
https://www.sedaily.com/NewsView/29KL544SUX

-----------------------------------섹터------------------------------------------
▶(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안
구글,'AI챗봇검색엔진'올해5월공개전망★
구글이챗GPT를활용한검색엔진보다성능이뛰어난엔진을데모버전으로출시할계획 NYT는그동안구글이듀플렉스나구글글래스와같은신기술을5월연례행사에서공개했던것처럼 올해5월이될수있다고분석
https://naver.me/56Dqgolg

마이크로소프트,오픈AI에수십억달러투자발표
https://www.hankyung.com/economy/article/202301239623i

[다보스2023]“챗GPT,미래작문기본도구될것”...인간대체는불가능|블록미디어
https://www.blockmedia.co.kr/archives/289340

[일본52주신고가->AI관련스몰캡다수]
-SRE홀딩스,AI기반프롭테크
-Valuenex,알고리즘기반빅데이터분석툴
-피드포스그룹,에드테크,SaaS
-프리,중소기업용ERP,SaaS

[로봇]
삼성전자의'설선물'은로봇주?새해에만95%오른이종목
https://news.mt.co.kr/mtview.php?no=2023012016090616927

“로봇,먼미래이야기라고?”시총1조원대로봇주탄생
https://naver.me/xr64o3f5

벌써50조시장…국적상관없이다오르는‘대세’산업됐다
https://n.news.naver.com/article/009/0005078275?sid=101

▶(돈)플랫폼/엔터/미디어/OTT(컨텐츠)]★데뷔,신작공개 고(故)강수연유작'정이',하루만에넷플릭스세계1위
●넷플릭스#정이관련주 #콘텐트리중앙(제작사) #덱스터(CG드림팀)
#아이오케이(김현주소속사)
#스튜디오산타클로스(고스트산타클로스류경수소속사)
https://naver.me/GyyEGNKk

'더글로리'파트2이어D.P·스위트홈시즌2…K콘텐츠'영광의시간'
https://news.mt.co.kr/mtview.php?no=2023012015214972431

계정공유막는다...넷플릭스의변심
https://www.econovill.com/news/articleView.html?idxno=600834

“계란한판같이나눠사실분”당근마켓‘n빵’,요즘그렇게많아?
http://news.heraldcorp.com/view.php?ud=20230123000082

넥슨게임즈"'블루아카이브',일본서TV애니메이션제작"
www.sedaily.com/NewsView/29KL43AJ7W?OutLink=telegram

르세라핌,25일日데뷔…37년전통'뮤직스테이션'출연
●YGPLUS https://www.news1.kr/articles/4931598

넷마블표메타버스걸그룹‘메이브’(MAVE:),1월25일공식데뷔
https://economist.co.kr/article/view/ecn202301190058

▶(돈)모빌리티-IRA/RMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
“GM·LG엔솔,美배터리4공장건설계획백지화”
https://n.news.naver.com/mnews/article/011/0004148082?sid=001

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상
“실내마스크벗는다”화장품·외식업계들썩…고물가극복할까
https://n.news.naver.com/article/022/0003776599?cds=news_edit

실내마스크30일부터안써도된다...의료기관·대중교통선유지
https://n.news.naver.com/mnews/article/023/0003741683

"설연휴오사카가자"...NO재팬?→이젠'GO재팬'춤추는항공주
https://news.mt.co.kr/mtview.php?no=2023012011170215103

해외여행수요폭발한다…힘받는여행株
https://www.fnnews.com/news/202301241900462123

네이버카카오등여행서비스강화에중소여행사'울상'
https://www.hankyung.com/economy/article/202301206425i

한국라면수출액7억6000만달러‘사상최대치’
https://naver.me/5Lo5N0yj

동남아이어日노선부활로활기…"15분기만에적자탈출전망"
제주항공진에어티웨이흑전관측…"中노선정상화마지막열쇠"
https://n.news.naver.com/article/421/0006590950?sid=101

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드
MicrosoftMakesMultibillion-DollarInvestmentinOpenAI
15~17서버메모리싸이클/18-19년도코인(GPU)/23년도GPT,AI..????
https://www.bloomberg.com/news/articles/2023-01-23/microsoft-makes-multibilliondollar-investment-in-openai

인텔새CPU수혜…하이닉스미소
https://www.hankyung.com/finance/article/2023012071691

▶Tech2:VR/XR/폴더블/디스플레이/가전/통신
[AR/VR/MR등의H/W업체와S/W업체의협업시작]
Mixed-RealityHeadsetWillWork
HowApple’sUpcoming Apple,WaltDisney와Dolby를포함한약6개미디어업체들과MR헤드셋용VR컨텐츠개발논의 중.해당헤드셋은Sony와함께개발한초고해상도디스플레이와pass-throughmode의외부카 메라들이탑재되어있음(Bloomberg)
http://bit.ly/3XPOMiT

애플,첫헤드셋에'손가락컨트롤'탑재...가격은370만원
VR→실제모드전환도주목...4월혹은6월공개
'경량AR안경'은2025년으로출시연기
https://www.aitimes.com/news/articleView.html?idxno=149079

메타,NBA와파트너쉽확대.50개이상의VR게임출시추진 또한메타의VR기반소셜플랫폼‘호라이즌월드’에서NBA컨텐츠사용가능
●뉴프렉스(호라이즌)/이랜텍/선익시스템/나무가/맥스트/엔피/위지윅스튜디오/자이언트스텝/마
인즈랩  
https://techcrunch.com/2023/01/23/meta-partnership-nba-offer-52-games-vr/amp/

6년만에돌아온PS…싹바뀐VR게임에50분‘순삭’[잇써보니:PSVR2]
https://n.news.naver.com/mnews/article/011/0004147995?sid=105

“30兆시장잡아라”…치열해지는글로벌이미지센서경쟁
https://naver.me/FIYiOP75

애플,인도서아이폰생산비율25%로대폭확충계획
https://n.news.naver.com/article/003/0011655671?sid=104
▶게임출시일정&메타버스등★출시/CBT/신작일정
'GDC2023'3월20일개최…위메이드·넥슨등참여 https://cmobile.g-enews.com/view.php?
ud=202301231441314836c5fa75ef86_1&md=20230123193901_V

K-게임에현질팍팍,"中보다지갑더열어"의외의1위국
http://bit.ly/3ZVfYyG

▶[G][태양광/풍력/원전/전력망/ESG]


▶[G][방산/우주항공/UAM/드론]
K-방산'오일머니'공략본격화…중동최대전시회찾아新시장개척
-2월UAE국제방위산업전2023
https://n.news.naver.com/mnews/article/421/0006590983?sid=100

K-방산올해도새신기록달성위해공격앞으로
https://n.news.naver.com/mnews/article/029/0002780046?sid=101

▶WEB3.0/크립토파이낸스/CBDC]★제도화/법규/
STO허용에관련주들썩…'우리기술투자수혜'
●우리기술투자/서울옥션/한국토지신탁등
https://www.sedaily.com/NewsView/29KJR42A6B

▶제약/바이오/건기식 지구환경위기의구세주'기후테크놀로지'
http://bit.ly/3JcoHGS

▶에너지/곡물/원자재/스마트팜
한전,전기료추가인상없으면올해적자18조…"2분기도요금오를듯"
●한전,가스공사
https://www.hankyung.com/economy/article/2023012406171

Davos2023-StarmersaysnonewUKoilandgasinvestmentunderaLabourgovernment
영국노동당(야당)이집권할경우,새로운석유및천연가스투자는없을거라고언급했네요.구체적 으로북해유전을겨냥하네요.
https://www.reuters.com/article/davos-meeting-britain-starmer-oil-idUSL1N34418U

▶건설/기계/항공/육운/해운운임 이번엔사우디찍고이라크·카타르…2차수주지원단중동파견
https://www.yna.co.kr/view/AKR20230120102700003

▶정유/화학/타이어/조선/철강 원가오르는데車강판가격은하락가능성왜? https://www.steeldaily.co.kr/news/articleView.html?
idxno=172063&page=2&total=165607

인도는노후선입항금지,계속되는컨선과LNGc
http://bit.ly/DOS658


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