2023년 2월 20일 뉴스모음

2023년 2월 20일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★ 테슬라,리튬채굴업체'시그마리튬'인수저울질
-블룸버그"테슬라,시그마리튬인수논의중"
-시그마리튬오는4월브라질리튬공장가동예정
-인수설에시그마리튬시간외주가24%급등
https://naver.me/Fbia5rOF

[ChatGPT]
Exclusive:Microsoft'sBingplansAIadsinearlypitchtoadvertisers
마이크로소프트,광고에이전시와새로운BingAI검색에대한광고수익화논의시작 검색시연에서AI의답변중’유료링크‘삽입예정.일부테스트유저에게광고노출중 MS는사람과같이자연스럽게답변하는BingAI검색이보다많은사용자를확보할것으로기대 유료링크이외에도MS는Bing챗봇에대해질문과관련한산업의광고노출도고려.‘whatare
thebesthotelsinMexico’라고질문하면호텔광고노출
https://www.reuters.com/technology/microsofts-bing-plans-ai-ads-early-pitchadvertisers-2023-02-17 (https://www.reuters.com/technology/microsofts-bing-plans-aiads-early-pitch-advertisers-2023-02-17/)

[에스엠(카카오vs하이브)경영권분쟁]
카카오‘공개매수주관사’한국투자증권선정…쩐의전쟁반격★★
https://m.etoday.co.kr/view.php?idxno=2223122

SM과돈독한JYP도투자드라이브…엔터헤게모니전쟁치열해진다
https://naver.me/FFiu5MmG

하이브"SM엔터공개매수가안올린다…12만원유지"
19일하이브관계자는 “SM엔터의공개매수종료일까지공개매수가격을인상하지않겠다”며 “다양 한검토를거쳐우리가제시할수있는최적의가격을제시했기때문에추가적인(공개매수가격)변 동은없을것”이라고말했다. 카카오가인수전에서발빼면공개매수가밑으로떨어질가능성도감안한것으로알려졌다. https://naver.me/FoR8L8Mr

SM단기급등에'빚투'급증…"M&A테마꺼지면급락우려"
www.sedaily.com/NewsView/29LT8O8T3K?OutLink=telegram

SM경영권분쟁3월결전…'캐스팅보트'쥔표심어디로
https://v.daum.net/v/20230219082346012

[단독]얼라인다음타깃은SBS…증권가"실적대비저평가"
https://n.news.naver.com/mnews/article/018/0005427664?sid=101

▶글로벌이슈:선진국(북미,유럽등)/해외주식
[뉴욕마감]지수별혼조…저가매수에다우나홀로0.4%상승
https://n.news.naver.com/mnews/article/421/0006637927?sid=101

[뉴욕증시-주간전망]FOMC의사록·PCE물가주목
https://n.news.naver.com/mnews/article/001/0013765038?sid=101

바이든,21일폴란드방문…우크라지지연설·동유럽9개국과정상회담
(https://www.news1.kr/articles/4957218)

美하원'미중특위'의원,18일대만방문…반도체협력논의
https://im.newspic.kr/0avbwgM

전일에이어오늘도연준간부들잇달아긴축강화주장(종합)
https://naver.me/FRWwiyeT

▶글로벌이슈:신흥국(EM/EEM/EWY)
Brazil'sLulatomeetChina'sXionMarch28inBeijing
룰라브라질대통령의방중&시진핑만남이3/28로결정된것같습니다
~Brazil'snewPresidentLuizInacioLuladaSilvawillmeetChineseleaderXiJinpingon March28onLula'sfirsttripofhiscurrenttermtohiscountry'slargesttradingpartner, officialsourcestoldReuters https://www.reuters.com/world/china/brazils-lula-meet-chinas-xi-march-28-beijing-202302-17/

"중국양회다가온다…시크리컬업종주목"★
https://v.daum.net/v/20230215074058517

1500조원더쌓아둔중국인들…올해얼마나풀까?[차이나는중국]★★
https://m.mt.co.kr/renew/view.html?
no=2023021518000943512&type=outlink&ref=%3A%2F%2F

中반도체역대최다5700여곳폐업…美제재에무너지는반도체굴기
https://www.hankyung.com/international/article/202302196796i

中해외상장규제더강화…모든기업에'국가안보'심사[강현우의중국주식분석]
https://www.hankyung.com/international/article/202302196857i

펜타곤최고위중국담당자대만방문,미중긴장더고조될듯
https://www.news1.kr/articles/4956568

[속보]美B-1B전략폭격기등한미연합훈련…北ICBM맞대응
https://v.daum.net/v/20230219163046421

[속보]日"北ICBM급미사일,약66분비행…비행거리약900km·최고고도5700km추정" https://v.daum.net/v/20230218190752532

▶글로벌모니터링:경기침체/금리/물가인상 골드만삭스“연준올해3번더금리인상한다”
https://www.news1.kr/articles/4957175

바킨연은총재“노동시장너무뜨겁다…금리인상계속해야”
https://n.news.naver.com/mnews/article/421/0006637924?sid=101

"연준급브레이크우려"…50bp인상론현실성있나(종합)
https://naver.me/FSOD1Vx1

▶국내경제일반/시장/제도/금융상품동향 코스피오를만큼올랐다?외국인공매도베팅2배로늘려
-'1월랠리'이끌던외국인,하락에베팅
-SK·넷마블·에스엠등공매도표적
https://naver.me/FYa1nLzT

K증시잔혹사…10년연평균수익률美12.6%vs韓1.9%
-수익률'글로벌꼴찌'변동성은'최고'
https://www.hankyung.com/finance/article/2023021973231

한은금리결정앞두고…국고3년물,한달만에3.6%대
https://www.edaily.co.kr/news/read?
newsId=02679766635511504&mediaCodeNo=257&OutLnkChk=Y

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병
[단독]YTN매각초반부터'열기'…주관사놓고NH·삼성·삼일5파전
-최대주주한전KDN지분매각에관심큰영향 -동화기업필두농심·한세·hy등인수후보거론
https://www.sedaily.com/NewsView/29LT96CPAI

얼라인,JB금융에2차공개주주서한발송…"주주환원정책재발표하라"
https://www.news1.kr/articles/4956627

[금융포커스]두나무,SK증권인수설‘솔솔’진짜속내는
STO+매각이슈
https://v.daum.net/v/20230218060112190

'SON기다려'카타르머니,토트넘도노린다…"맨유상관없이M&A추진"
https://v.daum.net/v/20230219211127096

(코스닥)HLB-주요사항보고서(회사분할결정)
http://dart.fss.or.kr/api/link.jsp?rcpNo=20230217001856
2023-02-17
①분할회사(분할존속회사)
-상호:에이치엘비주식회사(코스닥상장법인)
-사업부문:바이오,헬스케어
②분할신설회사
-상호:에이치엘비이엔지주식회사(비상장법인)
-사업부문:선박

▶자금조달/오버행:유무상증자,CB,BW,발행등

▶실적발표

▶주요공시:시설투자,공급계약
LG화학,미국피드몬트리튬과리튬정광20만톤공급계약
https://idsn.co.kr/news/view/1065585710195077

▶IPO/SPAC/지수편입일정
바이오인프라,공모가최상단21,000원확정...3월코스닥상장
+공모청약20~21일  
https://www.pharmnews.com/news/articleView.html?idxno=218723
    나노팀공모가최상단1만3천원확정
+20일~21일일반청약  
https://www.businesspost.co.kr/BP?command=article_view&num=306640
▶비상장투자/VC이슈

▶정부일정과정책&정치 安"책임당원이비례대표결정"…與전대중반전기싸움
www.sedaily.com/NewsView/29LT8MZS16?OutLink=telegram

[단독]금감원,증권사고율신용융자도손본다
●증권사주요수익원감소 https://www.sedaily.com/NewsView/29LSBJ2H8H?OutLink=nstand

은행권연일직격하는尹대통령,왜?[여기는대통령실]
https://www.hankyung.com/economy/article/202302196621i

하나은행노사,금융취약계층에너지생활비300억원지원
https://www.hankyung.com/economy/article/202302196728i

▶부동산/금융연결고리 혼쭐난은행외에여기도'돈잔치'...보험‧카드사성과급도손본다
https://naver.me/5QGOPeuW

저축은행1년만기정기예금금리3%대로'뚝'
https://n.news.naver.com/mnews/article/001/0013763890?rc=N&ntype=RANKING

청약통장해지자급증…예치금6개월만에5조원넘게빠져나가
https://news.kbs.co.kr/news/view.do?ncd=7608605

특례보금자리론,출시3주만에연간공급목표3분의1초과
https://www.hankyung.com/economy/article/202302196848i

작년부동산·주식시장한파양도·거래세수10조원'뚝'
https://www.mk.co.kr/news/economy/10650674

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

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안
"핵무기비번얻고싶다"MS'빙챗봇'결국문답제한
www.sedaily.com/NewsView/29LT6KCYNB?OutLink=telegram

네이버,챗GPT타고'점프'…커머스실적도'탄탄'
www.sedaily.com/NewsView/29LT8FOYZ7?OutLink=telegram

스타트업웨인힐스,MS‘빙’에텍스트→영상변환솔루션탑재추진
→린드먼아시아/인포뱅크
https://v.daum.net/v/20230217111205537

▶(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
멕시코,테슬라유치…"전기차퍼스트"
www.sedaily.com/NewsView/29LT93HXWZ?OutLink=telegram

CATL,배터리가격인하한다
https://v.daum.net/v/xdjmXqD7Qw

테슬라배터리생산강화···엘앤에프,6조규모양극재직접납품할듯
https://n.news.naver.com/article/009/0005090061?sid=101

SK넥실리스,스웨덴노스볼트에1조4000억원동박공급 노스볼트가본격적으로양산을늘리는단계로진입?!
●노스볼트밸류체인:동진쎄미켐
https://v.daum.net/v/20230219105712411

유럽판IRA도입코앞…中의존도높은배터리‘비상’
●폐배터리/3,14 https://biz.chosun.com/industry/company/2023/02/15/4B4QGIFIBVEWJDYDPEJH3Z5VKE/ ?utm_source=naver&utm_medium=original&utm_campaign=biz

'노재팬'직격탄맞더니…토요타,한국서'승부수'던졌다
https://www.hankyung.com/car/article/202302174909g

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
尹,SM분쟁속`K콘텐츠`논의주목
https://n.news.naver.com/mnews/article/029/0002785004?sid=100

YG신인걸그룹‘베이비몬스터’,데뷔전유튜브100만구독돌파
https://v.daum.net/v/20230218180906928

[기업INSIDE]SAMG엔터테인먼트,글로벌팬덤사로잡은'캐치티니핑'…K-키즈콘텐츠의힘
https://news.mtn.co.kr/news-detail/2023021912490826149

예능에빠진홈쇼핑…새로운마케팅문법'콘텐츠커머스' https://n.news.naver.com/mnews/article/008/0004852784?
rc=N&ntype=RANKING&sid=101

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/
코인원'위믹스'재상장일파만파…하루만에거래량3위등극
https://naver.me/FfWkaRg3

위메이드,업비트소송도취하…위믹스4대거래소재상장하나-머니투데이
●DAXA와닥사의경쟁
https://news.mt.co.kr/mtview.php?no=2023021709362323750

위메이드위믹스,증권성논란재점화..."최악의경우다시상폐"|블록미디어
https://www.blockmedia.co.kr/archives/296273

"나도사볼까?"적은돈으로'건물주'됐다…조각투자실제수익은
https://n.news.naver.com/mnews/article/008/0004852731?sid=101

‘테라·루나’수사새국면…법원,증권성인정할듯
decenter.kr/NewsView/29LT8PJ5R6?OutLink=telegram

“권도형,빼돌린비트코인현금화…8개월간1억달러인출”
https://n.news.naver.com/mnews/article/243/0000040237?
rc=N&ntype=RANKING&sid=101

클레이튼,일주일새80%급등…4개월만에400원돌파
https://www.hankyung.com/finance/article/202302186205B

▶게임출시일정&메타버스등★출시/CBT/신작일정 p의거짓공식출시일정공개 ●23년8월** https://youtu.be/3JQKNZ0e9vgㅁ

배틀그라운드모바일,사우디국부펀드산하게임자회사와협업
https://www.theguru.co.kr/news/article.html?no=49909

메타,대규모AR플랫폼개발지원위해AR도구툴킷(엔진)출시
https://mixed-news.com/en/meta-introduces-ar-engine-to-build-a-large-scale-arplatform-for-everyone/

MS이어텐센트도…메타버스·VR투자계획축소
https://www.hankyung.com/finance/article/202302175599B

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 스타벅스줄서겠네…"22일부터3일간아메리카노2500원"
https://n.news.naver.com/article/215/0001083671?cds=news_media_pc

이제소주함부로못마시겠네…식당서1병당6000원되나
https://www.hankyung.com/economy/article/2023021965007

뉴발란스매출7000억돌파...아디다스잡고‘1兆클럽’간다 https://biz.chosun.com/distribution/channel/2023/02/19/7S6PTT4W5FH6LFNRW6IIQBFGOA/?
ffbb&utm_source=facebook&utm_medium=sns&utm_campaign=biz

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드/PC “180만→54만원”‘미친가격’그래픽카드‘헐값’어쩌다?
●”PC바꿀결심“
"가상화폐가치폭락에,전기료인상등복합적인요인이맞물리며‘그래픽카드대란’도이제는옛말 이됐다."
http://biz.heraldcorp.com/view.php?ud=20230217000648

삼성전자,재고결국터졌다…대규모'감산'불가피
https://naver.me/GrqG7bAB

삼성전자,경기침체에재고50조원돌파R&D25조원사상최대
https://www.etnews.com//20230217000096

이재용회장,‘챗GPT시대’꼭필요한반도체기술보러갔다
'이회장은고대역폭메모리(HBM),웨이퍼레벨패키지(WLP)등첨단패키지기술이적용된천안캠 퍼스반도체생산라인을직접살펴봤다.' ●HBM(한미반도체)/WLP(네패스)
https://v.daum.net/v/20230217150116919
https://n.news.naver.com/mnews/article/016/0002105684

"D램수요,4분기에공급추월"…'과잉우려'한달만에지웠다
https://n.news.naver.com/mnews/article/011/0004158103?sid=101

[단독]곽노정SK하이닉스사장"챗GPT타고수요회복…메모리'업턴'당겨질것"
https://m.sedaily.com/NewsView/29LT970RRN#cb

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 USB-C장착한아이폰15프로사진등장
●신화콘텍
https://naver.me/x0h96rqe

애플페이상륙임박…‘애플카드’도깜짝출시되나 https://n.news.naver.com/mnews/article/018/0005427584?
rc=N&ntype=RANKING&sid=101

침체된스마트폰시장꿈틀...애플·삼성미소
https://naver.me/GHD77OsI

애플'폴더블'특허취득...삼성D,잭팟터질까 https://n.news.naver.com/mnews/article/119/0002684827?
rc=N&ntype=RANKING&sid=101

퀄컴에기회온다…'스마트폰AP'회복기대감-데일리한국
https://daily.hankooki.com/news/articleView.html?idxno=925357

"패키지추월""QDOLED초격차"…이재용,현장서콕짚었다
https://www.sedaily.com/NewsView/29LSBGJYNS?OutLink=telegram

'뉴진스노트북'200만원웃돈붙더니…보름새'뚝'떨어진이유
https://www.hankyung.com/economy/article/202302174730g

▶[G][태양광/풍력/원전/전력망/ESG]
[전자신문]한화솔루션,中트리나솔라와분쟁중단합의 https://www.etnews.com/20230217000110
우크라전쟁에中태양광웃었다…수출'역대최고'
https://v.daum.net/v/20230217100743047

[특징주]새빗켐,태양광폐패널재활용사업가속화…13%↑
http://moneys.mt.co.kr/news/mwView.php?no=2023021709415393775

▶[G][방산/우주항공/UAM/드론]


▶제약/바이오/건기식
대웅제약,민사1심강제집행정지신청‘인용’...항소완료
https://n.news.naver.com/mnews/article/119/0002684915?sid=101

"나보타염기서열1만2912개,메디톡스균주와100%일치"-메디소비자뉴스
http://www.medisobizanews.com/news/articleView.html?idxno=42960

▶에너지/곡물/원자재/스마트팜 유럽에너지대란끝?…천연가스가격,18개월만최저
https://im.newspic.kr/sENOWMF

U.S.LNGproducerspoisedtoleapfrogrivalswiththreenewprojects
로이터통신의계산에따르면,적어도세개의미국액화천연가스(LNG)프로젝트들이올해금융승 인을받을수있는고객을확보하였으며,향후수년간미국을세계최대LNG수출국으로만들개발 이진행될것이라는전망입니다
https://www.reuters.com/business/energy/us-lng-producers-poised-leapfrog-rivals-withthree-new-projects-2023-02-16/

금리불안에몸값뛰는美인프라ETF…원유는추락‘대조’
www.sedaily.com/NewsView/29LT8S4RLA?OutLink=telegram

▶건설/건자재/기계/항공/육운/해운운임
EU,대한항공·아시아나합병추가심사…오는7월5일결론
https://www.hankyung.com/economy/article/202302185728i

"EU심층조사,오히려대한항공-아시아나합병에유리"
https://naver.me/5cAQvDFd

與“마일리지시정안하면정부개입”…대한항공,개편연기검토
https://n.news.naver.com/mnews/article/020/0003480529?sid=101

▶정유/화학/타이어/조선/철강
(지난)튀르키예지진피해..한국산철강유럽수출길넓어지나 https://www.fnnews.com/news/202302151337354608

中외교부,포스코중국대표와만남이례적공개
https://v.daum.net/v/20230219155908890

中리오프닝에철강값오른다…실적개선기대
https://n.news.naver.com/mnews/article/014/0004970356?sid=101

출처 : NH투자증권 광화문PB1센터_김성민PM

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