2023 년 2월 10일 뉴스모음

2023 년 2월 10일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★
[chatGPT]
AlibabatestsChatGPT-styletoolasAIbuzzintensifies https://www.reuters.com/technology/alibaba-says-it-is-developing-chatgpt-ai-tool-2023-02-08/

中,알리바바·바이두도AI챗봇곧출시…논문선이미美압도
www.sedaily.com/NewsView/29LONSGCWW?OutLink=telegram

[단독]국내국제학교학생들,챗GPT로과제대필…‘전원0점’
https://n.news.naver.com/mnews/article/020/0003478495?sid=101

팩트틀린구글챗봇'바드'에실망...하루만에시총126조증발
https://n.news.naver.com/mnews/article/469/0000722568?rc=N&ntype=RANKING&sid=105

[테슬라인베스터데이] 테슬라청사진나온다…머스크,내달1일'마스터플랜3'공개 https://www.edaily.co.kr/news/read?
newsId=03995046635508552&mediaCodeNo=257&OutLnkChk=Y

[에스엠경영권분쟁]
하이브,에스엠공개매수검토도시인…이수만지분포함해과반수확보목표 함수관계복잡해진경영권분쟁...카카오맞불공개매수가능성도제기 고공행진주가가최대변수
https://n.news.naver.com/article/015/0004808875?sid=101

하이브,SM엔터인수참여공식화…엔터업계역대급'대전'열렸다
https://naver.me/xyjykOCn

이수만,SM결별해도'연100억'챙긴다?…얼라인,부당계약폭로
https://n.news.naver.com/article/011/0004154409?sid=101

▶글로벌이슈:선진국(북미,유럽등)/해외주식 美상무장관"中견제위해3월인도갈것…반도체협력논의"★
www.sedaily.com/NewsView/29LOMZ5W9K?OutLink=telegram

"미국산만써라"바이든폭탄선언…한국수출기업'초비상'
https://naver.me/G6y4ny5Z

美부채한도상향협상난항속재정적자급증...1년새253조원↑
https://naver.me/FkdhKqM0

美상원"페이스북,北·中에민감정보접근허용"
http://www.newsis.com/view/?id=NISX20230209_0002187098&cID=10101&pID=10100

셰브런·엑손모빌등'빅오일'역대급실적에…횡재세압박커졌다
www.sedaily.com/NewsView/29LONK2J68?OutLink=telegram

"인플레에승리선언일러"JP모건CEO,"디폴트는재앙"
https://n.news.naver.com/mnews/article/215/0001082076?sid=101

'아이거매직'디즈니순이익·매출시장예상웃돌았다 https://www.edaily.co.kr/news/read?
newsId=01213606635508880&mediaCodeNo=257&OutLnkChk=Y

▶글로벌이슈:신흥국(EM/EEM/EWY)
일본,중국발입국자방역완화검토…항공편증편도허용|연합뉴스
https://m.yna.co.kr/view/AKR20230209037500073

중국발단기비자조만간풀릴듯...공항PCR검사는유지-매일경제
https://www.mk.co.kr/news/business/10637849

‘중국화’홍콩,금융허브명성잃었다…2년연속‘살기좋은도시’순위급락 www.sedaily.com/NewsView/29LON2WHP9?OutLink=telegram

WSJ"중국,제로코로나해제에도소비회복더딜수도"
https://www.ekn.kr/web/view.php?key=20230209010002278

"日·대만도당했다"…中정찰풍선,세계곳곳포착'일파만파'
www.sedaily.com/NewsView/29LON19R8K?OutLink=telegram

▶글로벌모니터링:경기침체/금리/물가인상


▶국내경제일반/시장/제도/금융상품동향 개미돌아오나…증시예탁금1년만에증가
https://v.daum.net/v/20230209141129786

전기차株다시질주…대표ETF올들어22%↑
https://www.hankyung.com/international/article/2023020968701

“3%이자받아서뭐해,좀크게먹자”…여기에한달39조몰려 →예금에서투자형상품으로..
https://n.news.naver.com/mnews/article/009/0005086397?rc=N&ntype=RANKING&sid=001

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병 삼성,대화형AI스타트업플런티인수…'국내첫사례'★★ →삼성의올해첫투자"로봇"에이어,인공지능이2번째투자
https://n.news.naver.com/article/003/0008311807?lfrom=kakao

“오스템임플란트,공개매수최소물량이미확보”
https://n.news.naver.com/article/009/0005086290?sid=101

[경영권분쟁]"개미들이뭉쳤다"젬백스링크경영권싸움본격화
http://www.paxetv.com/news/articleView.html?idxno=167316

'드래곤플라이'최대주주'시티랩스'로바뀐다
http://www.newsis.com/view/?id=NISX20230209_0002187172&cID=13008&pID=13100

▶자금조달/오버행:유무상증자,CB,BW,발행등
"M&A기대"…블랙록,우리금융株5000억어치취득
https://biz.newdaily.co.kr/site/data/html/2023/02/09/2023020900046.html

▶실적발표


▶주요공시:시설투자,공급계약
[하이브]에스엠엔터테인먼트지분인수추진보도에대한조회공시답변
※이내용은거래소의조회요구(2023년2월9일11:47)에따른공시사항임
- 당사는(주)에스엠엔터테인먼트의지분에대한공개매수등지분인수와관련된사항을지속적으로검토를 하고있으며,본공시시점현재확정된사항은없습니다.
-향후이와관련하여구체적인사항이확정되는시점또는1개월이내에재공시하겠습니다.

http://dart.fss.or.kr/api/link.jsp?rcpNo=20230209800983

▶IPO/SPAC/지수편입일정 [단독]오아시스,“상장확정할수없다”
https://im.newspic.kr/8AqmM7g

[단독]‘교보광클맨’신한으로이적?…‘따상’꿈비20만주독식
https://n.news.naver.com/mnews/article/243/0000039720

중국기업美증시IPO되살아나나…허사이,뉴욕증시상장|연합뉴스
https://m.yna.co.kr/view/AKR20230209118600009

IPO따상행진에…얼었던공모주시장온기
https://v.daum.net/v/20230209193841170

▶비상장투자/VC이슈 알리바바-사우디국부펀드,'기술스타트업'전용10억달러조성
https://naver.me/FsKrgGMw

▶정부일정과정책&정치
오세훈시장,도시·건축디자인혁신으로서울을바꾼다…첫대상지`노들섬`
https://www.jejutwn.com/news/article.html?no=176473

안철수,본선진출첫행보로‘AI챗GPT시연’나선다
http://www.sisaon.co.kr/news/articleView.html?idxno=147296

자사주소각-배당금확대…국내시장에뒤늦게‘주주환원바람’★★
https://n.news.naver.com/article/newspaper/020/0003478317?date=20230208

노조찾은임종룡우리금융회장내정자…"나도우리금융일원"
https://www.hankyung.com/economy/article/202302097015i

안철수"낙하산부대가진사람이대표되면안돼"
https://www.yna.co.kr/view/AKR20230209091400064?input=1195m

▶부동산연결고리(부동산/금융/세금/리츠/조달등)
고금리,부동산침체에가계대출4.6조원↓…최대폭감소
https://www.hankyung.com/economy/article/202302095400i

규제완화약발다했나…서울아파트값하락폭다시확대
https://m.wowtv.co.kr/NewsCenter/News/Read?articleId=A202302090203#_enliple

하남역말1지구지구단위계획구역지정'실효'고시
http://moneys.mt.co.kr/news/mwView.php?no=2023020915111977690

'노후계획도시정비및지원에관한특별법'주요내용발표
http://bit.ly/3lrJJHK

작년주택매매시장,아파트비중58.7%'역대최저'
http://bit.ly/3xaRsMU

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

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안
"AI대격변,韓기업에기회…영역쪼개성과축적해가야"
https://n.news.naver.com/mnews/article/011/0004154595?sid=105

'자동차'에투자하는STO상품나온다
ttps://www.etnews.com/20230209000044

▶(돈)모빌리티-IRA/RMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
공매도혼쭐낸2차전지주…줄줄이신고가파티
●주요2차전지소재신고가(월):포스코케미칼/에코프로/나노신소재
https://naver.me/GD5s17ml

원희룡,美자율주행CEO'깜짝면담'..."기업불확실성제거"
https://v.daum.net/v/20230209172602001

[단독]LG전자,퀄컴과자율주행·ADAS분야장기파트너십체결
https://www.asiatoday.co.kr/view.php?key=20230209010005133

삼성하만,데이터분석솔루션회사맞손…자율주행안전성↑
https://www.theguru.co.kr/news/article.html?no=49465

中기업들,리튬확보위해남미볼리비아로집결
●인동첨단소재/MDS테크
https://www.getnews.co.kr/news/articleView.html?idxno=615947

미래차'3강'도전하는정부..올해에만예산5000억투입
https://v.daum.net/v/20230209145545636

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
콧대높은아르노일가,K팝스타엔'무한구애'
https://naver.me/FWPEF3XW

'아이유'입점하나…팬플랫폼'디어유'주가꿈틀[특징주]
https://www.sedaily.com/NewsView/29LOLXFTXT

‘팝의황제’마이클잭슨저작권매각설…1조1천억대계약임박 해외에서는저작권통매각이활발히이뤄지는중 마이클잭슨저작권절반-9억달러/브루스스프링스틴-5억5000만달러


하이브,힙합레이블QC미디어홀딩스인수...글로벌확장
https://www.mk.co.kr/star/hot-issues/view/2023/02/115412/

넷플릭스,캐나다등4개국계정공유단속돌입...내달미국시행
https://n.news.naver.com/article/052/0001847584?sid=104

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/ 코인클라우드파산신청…제네시스에만1억달러이상빌려
https://m.sedaily.com/NewsView/29LOMXYSE7#cb

JP모건"이더리움,상하이업그레이드이후스테이킹비율14%상승전망"
https://coinnesslive.page.link/xLG9kYzyZSawAjUq9

샌드박스네트워크,라인넥스트와NFT사업협력
https://www.tokenpost.kr/article-122061

▶게임출시일정&메타버스등★출시/CBT/신작일정 위메이드,신작'나이트크로우'3월사전예약…4월출시목표
https://www.inews24.com/view/1565456

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상
작년에만21조쓴'명품사랑'에…"한국서직접팔자"앞다퉈진출
https://www.hankyung.com/economy/article/2023020969011

궐련형전자담배3사격전…신제품경쟁막올라
http://www.sisaon.co.kr/news/articleView.html?idxno=147308

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드
'메모리불황의깊은골'...대만D램업체1월매출도'뚝'
http://www.thelec.kr/news/articleView.html?idxno=19750

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 VR이더실감나게바뀐다…마이크로LED원천기술개발성공
https://v.daum.net/v/20230209120046662

삼성디스플레이,8.7세대OLED투자규모4.1조원산정-KIPOST(키포스트)
https://www.kipost.net/news/articleView.html?idxno=307043

애플고객30%'아이폰·패드·맥·워치’다쓴다…19%만1개써
https://n.news.naver.com/mnews/article/138/0002142235?sid=105

애플페이와삼성페이,무엇이다를까
https://v.daum.net/v/20230209203901127

이재용의'뚝심'통했다…삼성,日KDDI에5G통신장비또공급 https://n.news.naver.com/mnews/article/009/0005086271?
sid=101https://n.news.naver.com/mnews/article/009/0005086271?sid=101

▶[G][태양광/풍력/원전/전력망/ESG] 뉴스케일파워,에스토니아원전수주전고배…삼성·두산·GS,유럽진출제동
https://www.theguru.co.kr/news/article.html?no=49486

광주최초민간사업자수소충전소…3월부터운영
https://www.nocutnews.co.kr/news/5892847

▶[G][방산/우주항공/UAM/드론]
RF머트리얼즈,‘레이저대공무기용레이저다이오드’국산화과제선정 https://www.epnc.co.kr/news/articleView.html?idxno=229974

▶제약/바이오/건기식
'3.7兆'바이오젠·에자이알츠하이머치료제,"전세계매출1위"기대
http://www.theguru.co.kr/news/article.html?no=49487

빨라지는'AI+의료'...선봉에선카카오 ●이지케어텍:카카오헬스케어가2대주주
https://www.etnews.com/20230209000215

韓-日바이오격차재확인…다이이찌산쿄,日첫mRNA백신공장짓는다
https://www.hankyung.com/it/article/202302096557i

삼성바이오로직스,롯데바이오에"인력유인중지"…내용증명발송
https://naver.me/5SaPEKCV

루닛,아그파헬스케어와UAE에AI영상분석솔루션공급
https://www.hankyung.com/it/article/202302094846i

휴온스,여성갱년기유산균'메노락토'누적매출1000억돌파
https://www.hankyung.com/it/article/202302096366i

"다발성경화증藥기대"…TG테라퓨틱스목표가상향줄이어 https://www.hankyung.com/it/article/202302094572i

큐로셀,코스닥기술특례상장위한기술성평가통과
https://www.hankyung.com/it/article/202302095299i

美애브로바이오,노바티스인수설에주가94%↑
https://www.hankyung.com/it/article/202302095180i

▶에너지/곡물/원자재/스마트팜


▶건설/기계/항공/육운/해운운임
대우는나이지리아,현대ENG는폴란드…해외텃밭굳히는건설사들
https://biz.chosun.com/real_estate/real_estate_general/2023/02/09/XA6UQICBMBC6VK2CVXGXDK3A7U/

서울건물23.8%만이지진대비…“지진방재기금조성해야”
http://news.heraldcorp.com/view.php?ud=20230209000356

▶정유/화학/타이어/조선/철강
정유사 역대급 실적에 다시 수면위로 오른 '횡재세'
https://zdnet.co.kr/view/?no=20230209163844


출처 : NH투자증권광화문PB1센터_김성민PM
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