2023 년 2월 28일 뉴스모음

2023 년 2월 28일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★
[ChatGPT,인공지능]
“생성형AI가로봇패러다임도바꾼다”MS,로봇에ChatGPT적용연구
마이크로소프트,챗GPT를활용하여로봇을음성으로통제하는방법연구중.로봇팔,드론,가정용 서비스로봇등 미래에는기술지식이없는사용자라도로봇의동작을관찰하고자연어로ChatGPT를통해로봇의 잘못된동작을수정.연구팀의설계원칙에따르면ChatGPT가이역할을수행할수있으며,AI가 다양한로봇시나리오에맞는코드를생성
https://www.itworld.co.kr/tags/1719/%EB%A1%9C%EB%B4%87/279193

‘사이언스’도결국허용검토...챗GPT활용연구계‘대세’되나
https://biz.chosun.com/science-
chosun/science/2023/02/27/V73ZHEI5CRAK7BELXHT6I4N3EE/

스냅챗,오픈AI의챗GPT기반의챗봇‘MyAI’기능출시
유료멤버쉽(월3.99달러)인’스냅챗+‘사용자에게미리공개.추후7.5억명MAU에게전체공개 추진
https://www.theverge.com/2023/2/27/23614959/snapchat-my-ai-chatbot-chatgptopenai-plus-subscription

네이버신무기‘서치GPT’,챗GPT보다강력한이유
https://byline.network/2023/02/27-241/

[로봇]
두산,IPO로2000억조달착수···‘로봇삼국지시작됐다’ https://v.daum.net/v/20230227160526089

[우주항공]

[에스엠경영권분쟁:카카오VS하이브] 하이브-SM,자사주매입두고또충돌…"주주환원"vs"배임"[종합]
https://v.daum.net/v/20230227190602349

▶글로벌이슈:선진국(북미,유럽등)/해외주식
美1월내구재-4.5%…운송제외시예상상회
www.sedaily.com/NewsView/29LWYRX0LS?OutLink=telegram

WSJ"인플레전투…끝날때까지끝난게아니다"
http://news.einfomax.co.kr/news/articleView.html?idxno=4256020

美운용사"엔비디아,향후10년간AI·클라우딩컴퓨터선두"
https://news.einfomax.co.kr/news/articleView.html?idxno=4256033

▶글로벌이슈:신흥국(EM/EEM/EWY)
中,양회앞두고‘파란하늘을지켜라’특명...최대철강도시탕산,생산제한착수 https://n.news.naver.com/mnews/article/366/0000880996?
rc=N&ntype=RANKING&sid=001

日,내달부터中입국자전수검사폐지…항공편증편도허용
www.sedaily.com/NewsView/29LWY0K6W9?OutLink=telegram

MexicansRallyNationwideAgainstPresident’sElectoralOverhaul
15만명이넘는멕시코국민들이대통령이멕시코선거법개정에들어서자시위에나섰음 https://on.wsj.com/3Z513Rs

▶글로벌모니터링:경기침체/금리/물가인상 노무라"연준3월에50bp인상전망…최종금리5.5~5.75%"
http://news.einfomax.co.kr/news/articleView.html?idxno=4256017

PGI"연준금리인하,2024년까지기대말라"
http://news.einfomax.co.kr/news/articleView.html?idxno=4256036

▶국내경제일반/시장/제도/금융상품동향
"물가더오를거야"…'기대심리'가불러오는악순환
https://www.hankyung.com/society/article/2023022759181

투자주의종목40여곳…'상장폐지공포'커진다 www.sedaily.com/NewsView/29LWWXL1H0?OutLink=telegram

키움증권,신용융자이자율최대2.1%p인하
https://www.hankyung.com/finance/article/2023022761646

▶합병/분할/최대주주변경/경영권분쟁/행동주의★매각/인수/합병
[속보]MBK-UCK컨소,오스템임플란트지분88.7%확보
https://n.news.naver.com/mnews/article/277/0005223542?
rc=N&ntype=RANKING&sid=101

▶자금조달/오버행:유무상증자,CB,BW,발행등


▶실적발표


▶주요공시:시설투자,공급계약등


▶IPO/SPAC/지수편입일정 투자위축에작년IPO4년만에꺾였다…공모금액21%감소
www.sedaily.com/NewsView/29LWXUFZHZ?OutLink=telegram
  
▶비상장투자/VC이슈
파두,1조800억가치로프리IPO마무리…팹리스스타트업최초유니콘등극
http://www.dt.co.kr/contents.html?article_no=2023022702109931820002&ref=naver
  
▶정부일정과정책주&정치
[속보]'이재명체포동의안'부결…"찬성139·반대137과반미달"-
https://www.idaegu.co.kr/news/articleView.html?idxno=411994

비명계,‘이재명방탄’에반란…혼돈의민주당내홍휩싸이나
http://www.hani.co.kr/arti/politics/assembly/1081476.html?_fr=mt1

금융당국,네이버·카카오등빅테크'수수료장사'손본다
https://v.daum.net/v/YK65Ql8Clj

"처리시급하다"호소에도…2월국회,경제3법'빈손'
https://n.news.naver.com/article/newspaper/008/0004855596?date=20230227

▶부동산/금융연결고리
“나도‘로또’도전해볼까”...무순위청약확바뀐다는데
https://www.mk.co.kr/news/realestate/10661543

중·저신용대출의무비중완화?이복현"인뱅설립취지와배치"
www.sedaily.com/NewsView/29LWX1R84V?OutLink=telegram

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

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/디지털일상/양자암호/보안

'챗GPT개발사'오픈AI기업가치38조원-매일경제
https://www.mk.co.kr/news/world/10659722

뉴로메카,로봇-전기차등적용가능배터리화재소화시스템개발
https://www.etoday.co.kr/news/view/2225754

840兆헬스케어로봇M&A열릴까...싸이맥스등관련주부각
https://n.news.naver.com/mnews/article/014/0004974808?sid=101

★(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
반도체·2차전지핵심광물,중국의존도2030년까지절반으로…정부,글로벌‘광물확보전쟁’참전
-현재중의존도80%…다변화추진
-새만금에신규비축기지구축계획
-IRA등감안“뒤늦은대응”지적도
https://m.khan.co.kr/economy/industry-trade/article/202302272200015

Tesla'sGermanplanthits4,000carsperweekaheadofschedule
테슬라독일공장,당초계획보다이른시점에주간생산량4,000대달성.6월말까지는5,000대 이상으로확대할예정
https://www.reuters.com/business/autos-transportation/teslas-german-plant-hits-4000cars-per-week-ahead-schedule-2023-02-27/

'가격들쭉날쭉'헷갈리는테슬라…국내서보조금100%받나
https://www.hankyung.com/car/article/202302275660g

유럽판IRA내달공개…K-배터리불똥튀나
http://www.dt.co.kr/contents.html?article_no=2023022602109932049001&ref=naver

로이터"中배터리최강자CATL의시장지배력과가격전쟁"
https://www.news1.kr/articles/?4965606

SK시그넷,미국유니콘기업‘테라와트인프라스트럭처’서첫수주
https://www.getnews.co.kr/news/articleView.html?idxno=618241

이재용,이번엔삼성SDI찾았다...2월에만5번'현장경영'강화
https://n.news.naver.com/article/014/0004974995?cds=news_media_pc

일진머티리얼즈,롯데에너지머티리얼즈로사명바꾼다
https://naver.me/xKWrN6aa

★[돈]우주-항공우주/위성/스타링크/UAM/드론


▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
뉴진스'Ditto',스포티파이2억스트리밍돌파!'자체최단기간' http://news.mt.co.kr/mtview.php?no=2023022715095522221

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/

▶게임출시일정&메타버스등★출시/CBT/신작일정 네오위즈,8월출시'P의거짓'소규모테스트실시
https://zdnet.co.kr/view/?no=20230227103334

다시주목받는VR게임...컴투스·데브등글로벌공략 https://n.news.naver.com/mnews/article/030/0003080696?sid=105

넥슨중국용메이플스토리M퍼블리싱,텐센트도참여
https://www.theguru.co.kr/news/article.html?no=50353

내년3월부터게임아이템확률정보공개의무화
www.sedaily.com/NewsView/29LWXQE3LS?OutLink=telegram

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 정부압박에주류업계“가격동결”·식품업계“인상계획철회”
https://n.news.naver.com/mnews/article/032/0003207726?sid=101

호텔서일회용칫솔·치약사용금지...'어메니티'사라진다
https://v.daum.net/v/20230227212726944

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드/PC 네이버"AI핵심은안정적데이터센터…첨단기술로발열잡아"
#저스템(발열)  
https://www.yna.co.kr/view/AKR20230227104600017?input=1195m

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 삼성노태문"메타버스기기개발"…SKT유영상"빨리보고싶다"
https://v.daum.net/v/20230227233602043

삼성,결국돌아왔다…OLEDTV판커진다
https://n.news.naver.com/article/215/0001085648?cds=news_media_pc

세계최대모바일전시회첫날,'내일의기술'각축장(종합)
https://v.daum.net/v/20230227222639610

ChinesetechgiantXiaomidebutsprototypeaugmentedrealityglassesjoiningMicrosoft andGoogle
샤오미,프로토타입AR글래스공개.XiaomiWirelessARGlassDiscoveryEdition https://cnb.cx/3EKbYIf

▶[G][태양광/풍력/원전/전력망/ESG]
GM,그린수소연료전문업체‘지오퓨라’베팅
https://www.theguru.co.kr/news/article.html?no=50365
▶[G][방산]

▶제약/바이오/건기식
올릭스,중국한소제약과1.1억달러추가옵션계약체결-머니투데이
https://news.mt.co.kr/mtview.php?no=2023022715070553346

네이처셀조인트스템,식품의약품안전처2차중앙약심위2월28일개최
https://www.getnews.co.kr/news/articleView.html?idxno=618253

日처방약시장규모10조9394억엔역대최고치
https://health.chosun.com/news/dailynews_view.jsp?mn_idx=485571

▶에너지/곡물/원자재/스마트팜

▶건설/건자재/기계/항공/육운/해운운임


▶정유/화학/타이어/조선/철강
S-OIL‘샤힌프로젝트’내달6일기공식-경상일보
http://www.ksilbo.co.kr/news/articleView.html?idxno=962701

포스코,수소환원제철로탄소감축'그린철강'만든다 http://www.newsis.com/view/?
id=NISX20230227_0002207655&cID=13001&pID=13000

출처 : NH투자증권 광화문PB1센터_김성민PM
※위자료는다양한자료들의취합과개인적인생각의결합입니다.어떠한경우에도컨텐츠에대한 내용이투자결과에대한법적책임소재의증빙자료로사용될수없습니다.투자에대한투자판단은 투자자본인의책임에있습니다.