2023년 2월 13일 뉴스모음

2023년 2월 13일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★
[chatGPT]
빌게이츠“올해가장뜨거운주제는AI” https://www.chosun.com/economy/economy_general/2023/02/06/5FTZO2JDIFANZMUEUE4DWV2HJE/

‘생성형AI’준비전초기지,네이버‘각춘천’가보니
●데이터센터**
https://news.kmib.co.kr/article/view.asp?arcid=0017951641&code=61151111&cp=nv

중국징동닷컴(JDUS),챗GPT와유사한기능인‘챗JD’를공개할예정
리테일과금융기능에초점을맞춘산업용버젼
●징동닷컴--청담글로벌
https://www.cnbc.com/amp/2023/02/10/chinese-e-commerce-giant-jdcom-to-launch-chatgptstyle-product.html

메모리·운영비문제봉착한챗GPT...네이버·삼성전자원팀행보로해결 오픈AI는일일수십억원의비용을들여챗GPT를운영중이고,마이크로소프트의AI기반검색은일반검 색대비운영비가100~200배더필요할것으로예상된다"며"운영비용을최소화하면서초거대AI서비스 를제공하는것이곧IT기업들의화두로떠오를것"이라고밝혔다
현재챗GPT는하루1500만명이상의이용자가몰리면서메모리부하로인해답변이느려지는문제 https://m.ajunews.com/view/20230210174404864

본디가뭔디?…2030'이것'때문에열광
●광풍이후대중의관심이소외되었을때도기술은발전한다.살아남는자의시대가온다
*싱가포르소재메타드림개발'본디' 본디는2030세대를중심으로빠르게퍼지는양상을보이고있습니다.아바타가아기자기하고설정하는 것이어렵지않은데더해,아바타보다는메신저기능에집중했기때문입니다.
본디는카카오톡과과거한시대를풍미했던싸이월드를섞어놓았다고볼수있습니다.
메신저기능에중점을둔만큼채팅은물론단체채팅도가능합니다.또,사용자가원하는모습으로캐릭터 를꾸미고,기분이나상태를표시할수있습니다.
이울러싸이월드의'방꾸미기'처럼'스페이스'를꾸미고서로의스페이스에찾아가'방명록'을남길수있 습니다.
https://n.news.naver.com/article/374/0000322437?sid=103

[테슬라인베스터데이/스타링크]
SpaceXStarlink72launch&Falcon9firststagelanding,12February2023
SpaceX55개스타링크위성발사성공 한국시간2/12일요일오후14:10 https://www.youtube.com/watch?v=IhrWGHk1MiQ

메디톡스,보툴리눔균주도용‘줄소송’예고…업계재편신호탄
#메디톡스#제테마

https://biz.chosun.com/science-chosun/bio/2023/02/10/RQ2PHI2YUBB3ZE5JFA6CKB55F4/

[에스엠(카카오vs하이브)경영권분쟁]
카카오,‘중동머니’로하이브와에스엠지분싸움나설까 -카카오,1조2000억원사우드등국부펀드서확보
-에스엠지분확보자금으로사용할가능성도제기
https://biz.chosun.com/industry/industry_general/2023/02/11/CZ4PDE7RKVBLXNFXX2WCCEFIHI/

하이브의SM인수,15%이상인수하면공정위기업결합독과점심사대상 https://bit.ly/3HN3zo5

[SM경영권전쟁]이수만은왜지분3.6%를남겼나
https://www.asiae.co.kr/article/2023021113014698613

▶글로벌이슈:선진국(북미,유럽등)/해외주식 테슬라5%급락...뉴욕증시다우0.5%오르고나스닥0.6%하락 https://n.news.naver.com/article/029/0002783500?sid=104

내주'CPI공포'더커졌다…연초랠리분기점 https://www.edaily.co.kr/news/read?
newsId=01115206635509536&mediaCodeNo=257&OutLnkChk=Y

[김현석의월스트리트나우]12월CPI더높았다…"다음주랠리전환점"
https://www.hankyung.com/finance/article/202302110227i

미국또비행체격추,미중긴장더고조될듯(종합)
https://n.news.naver.com/article/421/0006625015?sid=104
    美,중국정찰풍선개발연관6개기관수출제재(종합)
https://m.yna.co.kr/view/AKR20230211012300071

캐나다영공서또미확인비행물체…미군전투기가격추(종합)
●정찰풍선이슈지속
https://naver.me/Glm4ghg2

NYT“바이든정부,중국첨단산업에미국기업투자차단추진”
https://www.khan.co.kr/world/america/article/202302102129025

▶글로벌이슈:신흥국(EM/EEM/EWY)
"중국,2035년까지핵탄두900발로3배증강검토"<교도>
https://naver.me/5yqzV871

중국발단기비자발급40일만에재개
https://v.daum.net/v/20230210145437576
[속보]중국"한국인비자제한해제적극고려할것"
https://n.news.naver.com/article/015/0004809140

'오염수방류'한일관계영향주나...다음주한일고위급회담
https://n.news.naver.com/mnews/article/052/0001848453?sid=100

▶글로벌모니터링:경기침체/금리/물가인상
中리오프닝·美연착륙···"세계경제,예상보다빠른회복기대"
https://www.ajunews.com/view/20230211120142943

▶국내경제일반/시장/제도/금융상품동향 무역협회"중국리오프닝에한국수출0.55%p확대"
https://naver.me/xejoGeVW

美'바이아메리카'지침공개…韓기업美수출'비상'
https://n.news.naver.com/article/374/0000322434

기업10곳중4곳"올해안전투자작년보다확대"
https://www.hankyung.com/economy/article/202302121380i

택시·지하철요금오르면서…5%고물가시대지속된다
https://www.fnnews.com/news/202302120930473205

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병 [시그널]두나무,전자지급결제대행(PG)사인수추진 작년조현준갤럭시아머니트리인수협의했다무산 싱가포르CIMB증권자문…최대2000억베팅검토 제도권금융진입겨냥…가상자산기반결제사업도 ●토근증권-두나무-PG 실제로두나무는작년하반기국내PG사인갤럭시아머니트리(094480)인수협상을벌였으나매각측과가 격을둘러싼이견으로무산
갤럭시아머니트리는전자결제관련원천기술을확보하고있는데다모바일상품권·각종포인트등디지털 자산거래서비스도제공하고있어두나무의관심이컸던것으로확인
https://www.sedaily.com/NewsView/29LQ0C68ER

삼성家이서현,삼성SDS지분전량매각…2조4000억상속세목적
https://v.daum.net/v/20230210144212169

강성부펀드,오스템임플란트지분처분한다 UCK추진공개매수에응하기로
매각완료땐수익률150%육박
https://www.hankyung.com/finance/article/2023021094551

얼라인파트너스,JB금융에주주제안…“결산배당6%p올려주당900원” https://biz.chosun.com/stock/finance/2023/02/10/IVCHLZJYJJCWVEZXT6V7CYKJDM/?
utm_source=naver&utm_medium=original&utm_campaign=biz

▶자금조달/오버행:유무상증자,CB,BW,발행등
“SK온,최대3조규모추가유상증자추진”
https://www.sedaily.com/NewsView/29LP43QTZ9?OutLink=telegram

SK디스커버리,회사채수요예측서10배매수주문…흥행성공
https://www.donga.com/news/Economy/article/all/20230210/117830709/1

▶실적발표
휴스틸,지난해영업익2888억…전년비356.8%↑
http://news.heraldcorp.com/view.php?ud=20230210000509

▶주요공시:시설투자,공급계약


▶IPO/SPAC/지수편입일정
올해첫'대어'오아시스의운명은…IPO'재수·삼수생'들도눈길
https://news.mt.co.kr/mtview.php?no=2023021213362136923

[단독]서울보증,이르면내달상장예심신청…13년만의공기업IPO초읽기
www.sedaily.com/NewsView/29LQ1E477U?OutLink=telegram

"팔아서치킨먹자"투자자환호…올해첫'따상상'터진종목
-꿈비,상장후2거래일연속'上'
-공모주투자자수익률238%
-단일계좌거래집중돼투자주의종목지정되기도
https://www.hankyung.com/finance/article/2023021089336


▶비상장투자/VC이슈 몰로코,초대머신러닝총괄로구글출신탈샤케드영입-AI타임스
https://www.aitimes.com/news/articleView.html?idxno=149367

▶정부일정과정책&정치
[단독]이종호과기장관,AI업계직접만난다…‘챗GPT여파’에AI정책조정되나
-이르면내주LG·네이버등업계회동
-챗GPT발변화에방향성재점검의도
-장관등판,새먹거리AI중요성방증
https://www.sedaily.com/NewsView/29LP36MLGE

▶부동산연결고리(부동산/금융/세금/리츠/조달등) “어디좋은매물없나”...강남다주택자도주담대허용
https://m.mk.co.kr/news/economy/10640297

16억하던게10억까지뚝…"상상할수없는가격"강남집주인들비명
http://www.dt.co.kr/contents.html?article_no=2023021202109919036001&ref=naver

"종부세한번에내기버겁다"분납신청7만명육박'폭증'
https://www.fnnews.com/news/202302081803006060

서울아파트거래량'꿈틀'…7개월만에1000건넘어
https://newsis.com/view/?id=NISX20230212_0002189738&cID=10401&pID=10400

금융권부동산PF연체잔액1조돌파
https://n.news.naver.com/mnews/article/082/0001197608?sid=101

-----------------------------------섹터------------------------------------------

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안
30조자율주행로봇시장,규제탓에서비스'불가'
https://n.news.naver.com/mnews/article/030/0003077885?sid=105

삼성이찍었다…로봇기업‘휴보’살펴보니,현금만1천억보유:경제일반:경제:뉴스:한겨레모바일
https://www.hani.co.kr/arti/economy/economy_general/1078986.html#cb

월20달러'챗GPT'유료서비스상륙…답변시간얼마나빨라지나-머니S
https://moneys.mt.co.kr/news/mwView.php?no=2023021117324951681

[챗GPT쇼크①]'중꺾마'알아?…'우주강아지'도그리는AI
https://naver.me/xqo0uowj

▶(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
"美전기차,올해휘발유차만큼싸진다" 뉴욕타임스NYT는현지시간10일전기차의주요부품인배터리가격하락과전기차업계의가격인하경 쟁에힘입어전기차가가격적으로도소비자들에게매력적인선택이될것이라고보도했습니다.
현재기준배터리의핵심소재인리튬가격은최고치에서20%가량하락했고,코발트의가격은지난해5월 이후절반수준으로떨어졌습니다.
https://n.news.naver.com/mnews/article/374/0000322422?sid=101

마른하늘에‘리튬벼락’맞은인도…단숨에매장량세계2위로
https://naver.me/5qAyv1dW

LG엔솔,GM과세번째배터리합작…단일최대규모장비발주
https://n.news.naver.com/mnews/article/030/0003077923?sid=105

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개


▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/
[단독]예탁원'토큰증권협의체'구성...22개업체와킥오프회의
https://news.mt.co.kr/mtview.php?no=2023020917314547581

조각투자,주식앱에서하게될까
https://www.chosun.com/economy/tech_it/2023/02/08/3PMOATEUQBB3BM2QFJLGINQ4LU/

IMF"엘살바도르,비트코인사용주의해야"
https://www.hankyung.com/finance/article/202302110460B

▶게임출시일정&메타버스등★출시/CBT/신작일정
중국양대게임사텐센트·넷이즈,4개월연속판호받았다[강현우의중국주식분석] 중국정부가자국신규게임87개에판호(중국내서비스허가)를내줬다.자국게임규제의집중타깃이됐
던1·2위텐센트와넷이즈는4개월연속판호를받았다.게임산업규제가사실상마무리됐다는평가
https://www.hankyung.com/international/article/202302121107i


▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상
'패키지=가성비'옛말…1천만원대프리미엄여행상품잇따라 -"한번갈때제대로가야심리작용"…여행업계양극화분위기
https://naver.me/54kBRiT0

앱주문후‘푸드라커’에서찾아가면끝…음식건네주는직원도사라진다
https://www.chosun.com/economy/mint/2023/02/09/D4RSYMEPFZHMBB32T4WJ2EZYUU/

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드
슈퍼컴퓨터성능2배확충SK텔레콤,글로벌AI패권경쟁참전
https://n.news.naver.com/mnews/article/032/0003204453?rc=N&ntype=RANKING&sid=101

반도체난에데였던GM,글로벌파운드리와독점공급계약 https://www.edaily.co.kr/news/read?
newsId=02932326635509208&mediaCodeNo=257&OutLnkChk=Y

"삼성,이제감잡은듯"업계도놀란변화…'세계1위'꿈꾼다[강경주의IT카페]
https://n.news.naver.com/mnews/hotissue/article/015/0004809379?cid=1088255

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 사장님이미쳤어요!너무싸서단숨에갓성비로등극한갤럭시북3프로언빡싱&첫인상
+갓성비갤럭시북3'노태문에디션'
https://youtu.be/s201BhzD3xo

삼성,10년만에국내OLEDTV출시…LG와격돌
https://www.hankyung.com/economy/article/2023021215111

▶[G][태양광/풍력/원전/전력망/ESG]


▶[G][방산/우주항공/UAM/드론]


▶제약/바이오/건기식
10년걸리던백신을1년만에…AI의료혁명
●루닛/뷰노/신테카바이오
https://www.chosun.com/economy/science/2023/02/07/D5P2Q3TAHJHT7FB6NKZKCB5WRI/

EvolusNotAffectedbyRecentKoreanCourtRuling
[키움허혜민]에볼루스는한국법원판결에영향받지않는다는회사측보도에주가-1.6%하락마감 장초반-12%하락하였으나,-1.6%하락마감 나보타의제조,수출공급또는판매에미치는영향없음 메디톡스와대웅간의모든한국소송은Jeuveau또는Nuceiva공급에영향을미치지않을것이라고명시. 합의에따라에볼루스에부여된권리에는대웅제약이주보를제조해수출할수있는권리와에볼루스가제 품을계속상용화할수있는권리가포함됨.

▶에너지/곡물/원자재/스마트팜
9000조‘7광구油田’독식노리는일본…우리에겐시간이없다-조선일보
https://www.chosun.com/national/weekend/2023/02/11/YYC52IX6PVDHDGOOS4JQH6GZXY/

러시아'원유감산'예고하자…국제유가상승세
https://n.news.naver.com/mnews/article/437/0000331900?rc=N&ntype=RANKING&sid=101

▶건설/기계/항공/육운/해운운임 사우디장관·美국무부차관이네이버찾은까닭은…"이제는글로벌기술기업"
https://v.daum.net/v/20230210152533625

컨테이너운임지수,1000선아래로…2년8개월만
-SCFI한주새1.2%↓…물동량감소영향
-2020년6월이후처음으로1000선밑돌아 -“물동량줄어연중정시성꾸준히개선될듯”
https://naver.me/FlxrBnha

▶정유/화학/타이어/조선/철강
[단독]'美철강1위'누코,한국산후판덤핑관세인상요청…포스코·동국재강'촉각'
https://www.theguru.co.kr/news/article.html?no=49554

출처 : NH투자증권 광화문PB1센터_김성민PM
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