2023 년 2월 6일 뉴스모음

2023 년 2월 6일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★
[chatGPT]
구글,다음주검색·인공지능(AI)이벤트개최..챗GPT대항마공개하나 구글이2월8일(현지시간수요일)검색및인공지능(AI)이벤트를개최한다고발표 구글이공개한초대장에는▲구글렌즈▲번역▲쇼핑▲지도에대한레퍼런스가포함되어있지만, 챗GPT와경쟁할구글챗봇의일부정보가공개될가능성도배제할수없다
https://m.kbench.com/?q=node/240925

빌게이츠"챗GPT같은AI,PC·인터넷만큼영향줄것"
https://naver.me/xfRDJSE3

챗GPTMAU1억달성…인스타그램보다15배빠른성장
https://www.news1.kr/articles/4942589

카카오가만든'AI화가'작품다팔려…인간만가능했던미술까지한다
https://v.daum.net/v/20230204140007172

[증권토큰:STO]
“STO24시간거래허용”…증권사인수전막올랐다 금융위원회는5일‘디지털자산인프라및규율체계구축’국정과제를반영해‘토큰증권발행·유통 규율체계정비방안’을발표했다.이는금융위가지난달19일제6차금융규제혁신회의에서STO전 면허용방침을밝힌뒤,후속가이드라인을담은것이다.자본시장법·전자증권법에따른STO를발 행하고,발행·유통관련한계좌관리기관·장외거래중개업을신설하는게골자다.
블록체인기술에기반해부동산·미술품등에조각투자를할수있는토큰증권발행(STO)이이르면 올해상반기에전면허용된다.24시간온라인으로실물자산에소액투자가가능해,코인보다안전 하고주식·부동산보다새로운투자시장이다.
https://naver.me/5mglrCjN

[STO發빅뱅]①'토큰증권'시대열린다…올해자본시장'핫이슈’ https://www.news1.kr/articles/4935770    
[STO發빅뱅]②"발행인프라찾아요"…증권+블록체인불붙은'합종연횡' https://www.news1.kr/articles/4936036    
STO가뭐길래...증권사도오픈런
https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202302030166&t=NNv

[미-중갈등]
美'스파이풍선'격추에中"강한불만과항의"
https://naver.me/GlmymMRA

▶글로벌모니터링:선진국(북미,유럽등)/해외주식
[뉴욕증시]강력한고용에긴축우려…나스닥1.59%↓
https://n.news.naver.com/article/277/0005213479?sid=101

일자리52만개늘고54년만에최저실업률…뜨거운美노동시장(종합)
https://n.news.naver.com/article/001/0013736858?sid=102

‘풍선갈등’일파만파…다시꼬이는미중관계(종합)
-블링컨방중전격연기
-中,유감표명에도공세지속되자
-"중국공격하는것결연히반대"
-우크라전쟁,대만등논의도물건너가
www.sedaily.com/NewsView/29LMDESCEY

美"中정찰풍선주권침해로용납안돼"…블링컨,방중전격연기(종합) https://n.news.naver.com/article/001/0013736919?sid=104

연준긴축안먹히나…미고용52만개'깜짝폭증'(상보)
https://naver.me/5lCReuEJ

美,2배넘는레버리지ETF금지…TQQQ같은3배상품이제못봐
https://www.hankyung.com/finance/article/2023013025941

구글,‘챗GPT라이벌’AI스타트업앤스로픽에투자
https://n.news.naver.com/mnews/article/018/0005418504

[초점]'유럽판IRA'온다…폐배터리리사이클링부각
https://n.news.naver.com/mnews/article/031/0000726407?sid=101

EU"넷플릭스·구글도통신료내라"의무화추진
http://www.digitaltoday.co.kr/news/articleView.html?idxno=469535

WSJ"우크라전에韓무기수출급증…싸고질좋아직접지원압박
https://www.jeonmae.co.kr/news/articleView.html?idxno=938357

▶글로벌이슈:신흥국(EM/EEM/EWY) 中외교차관,러시아방문·협의…'美中풍선갈등'속진영다지기
https://n.news.naver.com/article/001/0013737150?sid=104

부동산부양나선중국,생애첫주택담보대출금리3%대로인하
https://m.yna.co.kr/view/AKR20230204026500097

[속보]중국,내일부터20개국해외단체여행재개…한국,일본은제외
http://www.kwnews.co.kr/page/view/2023020516122296287

"미래불안해"코로나저축쌓아놓는일본인 -방역조치완화에도저축늘어GDP10%↑
-美코로나저축은1년새60%이상감소
https://www.asiae.co.kr/article/2023020513585340916

▶글로벌모니터링:경기침체/금리/물가인상 공격적금리인상한것맞아?美실업률3.4%,64년래최저
https://www.news1.kr/articles/4943064

헤지펀드들,주가하락베팅앞다퉈철회
https://naver.me/5grN7RP1

▶국내경제일반/시장/제도/금융상품동향
“배달음식먹고,휴대폰보다가잠들고”이러면빨리늙는다 “3040세대가부모세대보다더가난하고,더빨리늙는첫세대가될것”
https://n.news.naver.com/article/016/0002099223?sid=105

코스피10%뛰어도…하락장베팅한개인
https://www.hankyung.com/finance/article/2023013025461

"저쿠폰장기채+年5%회사채바벨전략유망"
https://www.hankyung.com/finance/article/2023013025981

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병 인적분할앞두고주주환원카드...현대백화점주가‘강세’
https://www.hankyung.com/finance/article/202302055354i

[단독]동원산업,한국맥도날드인수추진단독협상중
●튜나빅맥
https://n.news.naver.com/mnews/article/025/0003257664?sid=101

▶자금조달/오버행:유무상증자,CB,BW,발행등
한전·발전사,올해재무개선3.3조목표…5년간20조짜낸다
https://n.news.naver.com/mnews/article/001/0013736365?rc=N&ntype=RANKING

▶실적발표
4대금융지주,순이익16.5조'역대최대'...리딩뱅크는?
-고금리·대출증가에이자이익늘어
-전년보다13.8%증가한16.5조원
-신한금융,3년만에'리딩뱅크'촉각
-대손준비금·주주환원확대변수
https://m.etoday.co.kr/view.php?idxno=2218729

와이엔텍(067900) 잠정실적(연결)
[영업이익]342억원 (최근4분기중최대)
QoQ(%)5.5
YoY(%)pass
컨센대비(%)151.4 [PER(연율)]1.6
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230203900841

현대두산인프라코어(042670) 잠정실적(연결) [영업이익]664억원
QoQ(%)-11.1 YoY(%)461.8
컨센대비(%)0.6 [PER(연율)]11.2
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230203800688

▶주요공시:시설투자,공급계약


▶IPO/SPAC/지수편입일정
공정자동화전문'팸텍',코스닥예심통과…내달말스팩합병승인주총
https://im.newspic.kr/zpAnPie

AI신약개발파미노젠,IPO위해상상인증권과업무협약
https://www.hankyung.com/it/article/202302033424i

줄잇는특례상장'깜짝흥행'…예비IPO탄력받는다 http://www.thebell.co.kr/free/content/ArticleView.asp?
key=202301301328544720104239&svccode=00&page=1&sort=thebell_check_time
상장날시초가에사서단타로짭짤…돌아온'공모주피커'
https://www.hankyung.com/finance/article/2023013025441

▶비상장투자/VC이슈
"스타트업,2년은투자없이생존할방법확보해야"
https://n.news.naver.com/article/018/0005418538?cds=news_my_20s

▶정부일정과정책&정치 정부,디지털서비스안전법제정안마련착수
https://zdnet.co.kr/view/?no=20230203125520

나경원찾아간김기현"힘합치자"…羅"숙고해보겠다"
https://n.news.naver.com/article/022/0003780346?cds=news_edit

과기정통부,디도스당한LGU+특별조사한다
https://naver.me/FLK1h6ZS

▶부동산연결고리(부동산/금융/세금/리츠/조달등) 부동산대책‘온기’서울에만?…과천·동탄등여전히‘반토막’거래
https://v.daum.net/v/20230203060817271

규제풀렸지만…2월분양시장아직‘찬바람’
https://v.daum.net/v/20230203060343217

강남·서초다음은'송파아닌용산'...서울아파트평당가'톱3'순위변동
https://n.news.naver.com/mnews/article/003/0011672946?sid=101

"급매물쏟아졌는데…"바닥찍은골프장회원권다시뛴다
https://www.hankyung.com/economy/article/2023020557751

"수억줘도안나갈래"…5대銀희망퇴직작년보다줄었다
https://n.news.naver.com/mnews/article/421/0006611396?sid=101

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

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안
구글,MS-오픈AI동맹에맞불..."조만간검색에챗봇AI'람다'투입"
http://www.digitaltoday.co.kr/news/articleView.html?idxno=469535

'증권형토큰'정식명칭'토큰증권'..제도권편입
https://n.news.naver.com/mnews/article/648/0000013572?sid=101

금융위,'토큰증권'가이드라인발표...가상자산거래소위기·증권업계기회
https://www.tokenpost.kr/article-121364

증권형토큰(STO)기대에조현준효성그룹회장웃는까닭은
https://bit.ly/3XX7NAq

▶(돈)모빌리티-IRA/RMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
美재무부,SUV개념수정해전기차보조금수혜확대
https://news.einfomax.co.kr/news/articleView.html?idxno=4253245

MoreEVsWillQualifyforTaxCreditsAfterUSReversesCourse★★
8만불이하SUV보조금개정+확대
-추후제네시스SUV(GV70)도혜택
-북미모델CadillacLyriq등도수혜
-테슬라모델Y미국판매가즉각인상
-P훼손우려(내연차포함)일부해소
https://www.bloomberg.com/news/articles/2023-02-03/more-evs-to-qualify-for-taxcredits-after-us-reverses-course?leadSource=uverify%20wall

미국IRA차량분류기준바꿨다..미국산제네시스GV70전기차세액공제가능★
https://n.news.naver.com/mnews/article/021/0002554873?sid=101

전기차전환급한르노,24년만에닛산지배권포기
https://www.hankyung.com/international/article/2023013025791

다시엑셀밟는초소형전기차…2025년年1.4만대시장열린다
https://www.hankyung.com/economy/article/202302055352i

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
SM,멀티제작센터·레이블체계도입…"SM3.0시대열것"
https://n.news.naver.com/mnews/article/374/0000321323?sid=101

뉴진스글로벌인기…‘하입보이’스포티파이서2억스트리밍
https://news.kmib.co.kr/article/view.asp?arcid=0017928944&code=61171111&cp=nv

[컨콜]네이버,생성AI참전…"올상반기서치GPT출시"
https://newsis.com/view/?id=NISX20230203_0002179712&cID=13006&pID=13100

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/ 100억짜리미술품,만원으로쪼개거래…조각투자시장커진다
https://v.daum.net/v/20230205201620407

자오창펑“고팍스인수했다”트윗올렸다돌연삭제…인수마무리단계로해석
https://n.news.naver.com/mnews/article/366/0000874714?sid=101

올들어40%폭등한비트코인…주인공은따로있다[코주부]
https://decenter.kr/NewsView/29LMUQF634?OutLink=telegram

中베이징"국가블록체인혁신센터유치촉진"
베이징2023년시정부중점업무리스트발표에따르면"데이터중심최적화향상과컴퓨팅센터 배치를강화한다“며,”블록체인선진컴퓨팅플랫폼및인공지능공공컴퓨팅플랫폼구축을가속화 할것“이라고밝혔다
https://www.tokenpost.kr/article-121391
▶게임출시일정&메타버스등★출시/CBT/신작일정
위메이드‘미르M글로벌’,출시초반순항…위믹스생태계기대감
https://n.news.naver.com/mnews/article/138/0002141912?sid=105

네오위즈,대만게임쇼에'P의거짓’·‘산나비’출품
http://www.newsis.com/view?id=NISX20230203_0002180246

[단독]엔씨소프트북미법인,직원20%해고…CEO도사임
https://www.theguru.co.kr/news/article.html?no=49190

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 어제중국발단기체류외국인확진자'0'…검사의무화후처음(종합)|연합뉴스
●리오프닝
https://m.yna.co.kr/view/AKR20230204023151530?input=1195m

“프리미엄·희소성·자기관리에MZ세대지갑연다”[한경제의신선한경제]
https://www.hankyung.com/economy/article/202302055247i
'4캔묶음'또오른다…수입맥주줄인상예고
https://naver.me/5bdc5guy

관광객싹쓸이‘円저마법’…100엔계란말이에지갑이절로열렸다
https://www.chosun.com/national/weekend/2023/02/04/SPJVNSXP2VFOTLZYFXVN5E3KSQ/

[단독]"골프장IT솔루션베꼈다"…소송휘말린카카오VX https://www.sedaily.com/NewsView/29LMTVUCGL

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드
“日,올봄중국에반도체수출통제시행방침”★ https://v.daum.net/v/20230205130554871

반도체'찐바닥'곧지난다…'하반기회복'말나오는이유들
https://n.news.naver.com/mnews/article/421/0006612136?sid=101

▶Tech2:VR/XR/폴더블/디스플레이/가전/통신
"1년새애플제품2억개증가"4분기실적부진했지만팀쿡향후실적낙관 https://www.fnnews.com/news/202302031123499899

일론머스크스페이스X한국제4이통사도전하나,IT기업과협력가능성
●컴퍼니케이
https://www.businesspost.co.kr/BP?command=article_view&num=305176

애플페이,다음달초부터사용가능…"NFC가맹점부터"
●한국정보통신
https://n.news.naver.com/mnews/article/001/0013735983?sid=101

애플페이상륙에카드업계점유율경쟁재점화할듯
https://naver.me/xuCAeypS
▶[G][태양광/풍력/원전/전력망/ESG]
“i-SMR원자력핵심기술개발2675억원투자”
https://www.hankyung.com/it/article/202302055397i

▶[G][방산/우주항공/UAM/드론]
‘K2흑표’,노르웨이수주고배…국방부“우수성은입증”
●현대로템....ㅠ
https://n.news.naver.com/mnews/article/005/0001584509?sid=100

[지구촌톡톡]올해우주탐사최대화두는'달'…일정줄줄이대기
https://www.yonhapnewstv.co.kr/news/MYH20230204009100641?input=1825m

`궤도형이낫네`한화K9...군사강국영국도러브콜[방산인사이드]
https://n.news.naver.com/article/215/0001080889

▶제약/바이오/건기식
[단독]롯데바이오로직스,송도간다…3.7조'메가플랜트'투자의향서제출
https://www.sedaily.com/NewsView/29LLWA7447?OutLink=nstand

브릿지바이오-피노바이오"항체-약물접합체공동개발"|연합뉴스
https://www.yna.co.kr/view/AKR20230126152200017?input=1195m

피노바이오"기술성평가통과…상반기상장예심청구"
●컴퍼니케이
https://newsis.com/view/?id=NISX20230130_0002173427&cID=10434&pID=13200

“AI·양자시동건尹정부...다음은디지털바이오차례”
●신테카바이오
https://bit.ly/40stvOw

▶에너지/곡물/원자재/스마트팜
유럽연합,러시아산유가상한선합의…디젤은배럴당100유로
https://www.blockmedia.co.kr/archives/292350

세계식량가격10개월째내림세…곡물만상승
https://n.news.naver.com/mnews/article/215/0001080958?sid=101

'난방비폭탄'떨어졌던1월전기·가스·난방비,IMF이후가장많이올라
https://n.news.naver.com/mnews/article/088/0000796816?sid=101

▶건설/기계/항공/육운/해운운임
다시열린하늘길…작년항공유소비량전년보다20%늘어
https://www.yna.co.kr/view/AKR20230203120700003?input=1195m

한국일본미국만쏙뺀중국...6일부터해외단체여행간다
https://n.news.naver.com/article/009/0005084016?sid=101

▶정유/화학/타이어/조선/철강
포스코인터내셔널,'LNG밸류체인완성'목표…합병후투자가속도
https://n.news.naver.com/mnews/article/031/0000726386?sid=101

바닥친철강업계,중국리오프닝타고반등기대
https://n.news.naver.com/article/021/0002554744?sid=101

정부,'인력부족'조선업현장에이달외국인2000여명투입
www.sedaily.com/NewsView/29LMSXU7X3?OutLink=telegram

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