2023 년 3월 7일 뉴스모음

2023 년 3월 7일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★

[Chat-GPT,인공지능]
IntroducingMicrosoftDynamics365Copilot,theworld’sfirstcopilotforbothCRMand
ERP,thatbringsnext-generationAItoeverylineofbusiness
마이크로소프트,CRM및ERP등기업용SW를위한AI도구인‘다이나믹스365코파일럿’공개
다이나믹스365의CRM인‘VivaSales’뿐만아니라CustomerService,CustomerInsightsand Marketing,BusinessCentral,SupplyChainCenter등에적용 https://blogs.microsoft.com/blog/2023/03/06/introducing-microsoft-dynamics-365-copilot/

[로봇]

[에스엠경영권분쟁]
하이브,공개매수실패…SM지분0.98%확보그쳐|연합뉴스
https://m.yna.co.kr/view/AKR20230306136900002

카카오오늘저녁긴급이사회돌연취소
https://m.mk.co.kr/news/it/10669539

▶글로벌이슈:선진국(북미,유럽등)/해외주식
마이클윌슨"실적역풍전단기랠리좀더가능"
https://www.hankyung.com/economy/article/202303060693i
  
'정찰풍선'이어'항구크레인'?美,또다른中스파이의심
https://news.mt.co.kr/mtview.php?no=2023030608513371982

▶글로벌이슈:신흥국(EM/EEM/EWY)
日"반도체수출규제해제위해한국정부와협의시작"
www.sedaily.com/NewsView/29MX84SY4Y?OutLink=telegram

대만국방부"올해중국군,자국영토인근'돌발진입'경계"
https://v.daum.net/v/20230306140401485

[단독]尹대통령,4월방미길에‘보스턴클러스터’방문검토 보스턴방문검토...3월말세부일정확정 한인생명과학연구자초청해지원목소리
尹대통령,헬스케어육성책발표할때마다언급
https://n.news.naver.com/mnews/article/366/0000882719?sid=105

▶글로벌모니터링:경기침체/금리/물가인상
골드만"연준,3월50bp인상확률낮아"
http://news.einfomax.co.kr/news/articleView.html?idxno=4256831
  
▶국내경제일반/시장/제도/금융상품동향
"악!수천억손실"…코스닥깜짝상승에공매도'비명'-머니투데이
https://news.mt.co.kr/mtview.php?no=2023030614240015028&cast=1&STAND=MT_T

▶행동주의(신가치주의)/합병/분할/최대주주변경/경영권분쟁/행동주의★매각/인수/합병 케이피에스,세기리텍인수대금납입완료…100%자회사편입  
→폐배터리관련
https://www.hankyung.com/economy/article/202303060042i

행동주의펀드효과?…주가16%더올랐다
https://www.hankyung.com/finance/article/2023030605431

[단독]위메프도큐텐에팔린다…티몬과한솥밥?
https://v.daum.net/v/20230306191903179

▶자금조달/오버행:유무상증자,CB,BW,발행등
올1~2월회사채발행17.8조…작년보다34%급증'역대최대'
https://www.hankyung.com/economy/article/2023030605331

2023.03.0617:36:09
기업명:다믈멀티미디어(시가총액:2,064억) 보고서명:전환청구권행사
청구일:2023-03-06 상장일:2023-03-21 청구수량:5,146,656주(25.73%) 청구가:3,749원 현재가:10,320원
잔여물량:0주
공시링크:https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230306900833

▶주요공시:시설투자,공급계약등
거래소,스카이문스테크놀로지'상장폐지'결정4월3일로미룬다
https://www.news1.kr/articles/4972403

상상인인더스트리,관리종목지정사유발생…주권매매거래정지
https://n.news.naver.com/mnews/article/018/0005437119?sid=101

▶IPO/SPAC/지수편입일정

▶비상장투자/VC이슈

▶정부일정과정책주&정치
[단독]尹,국민연금기금서울이전검토지시...‘고급인력’유출방지차원
https://v.daum.net/v/20230306091102091

與전당대회역대급흥행돌풍…최대관전포인트는
3/8 https://n.news.naver.com/mnews/article/448/0000398315?
rc=N&ntype=RANKING&sid=001

한은,인니중앙은행과10.7조원통화스와프계약3년연장
https://n.news.naver.com/mnews/article/008/0004858570?sid=101

'사이버안보전략'공개한美…국내서도'기본법제정'논의불붙나
https://n.news.naver.com/mnews/article/031/0000732374?sid=105

금감원,이지스자산운용수시검사…부동산펀드점검
https://www.hankyung.com/finance/article/2023030607077

▶부동산/금융연결고리
올해부동산PF·건설사지원에28.4조원공급한다
https://v.daum.net/v/20230306120127913

건설사에28.4조공급…농협·새마을금고,PF대주단참여
https://www.hankyung.com/economy/article/2023030605621

금리年15%훌쩍뛰어넘더니…저축은행'주담대중단사태' https://www.hankyung.com/economy/article/2023030604351?
utm_source=naver&utm_medium=naver_newsstandcast&utm_campaign=newsstandcast_naver_all

한국가계부채,전세금포함시OECD압도적1위
https://www.econovill.com/news/articleView.html?idxno=604443

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

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/디지털일상/양자암호/보안
로봇사업힘주는제우스…"해외시장진출·대형프로젝트추진"-전자부품전문미디어디일렉 https://ift.tt/Ol6nHDa

★(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
LG엔솔,테슬라공급초읽기…4680배터리양산투자돌입
#나라엠앤디#세아메카닉스등
LG에너지솔루션은국내장비,소재,부품업체들과협력해4680배터리를양산할것으로알려졌다. 원통형배터리부품은일광캔테크·LT정밀소재·동원시스템즈등이공급하고,배터리소재는엘앤에프 와LG화학등이예상된다.특히니켈함량이90%중반대인하이니켈양극재가처음적용될예정이어 서주목된다.배터리성능향상을위한실리콘음극재적용도예상된다.
https://www.etnews.com/20230306000241

테슬라,미국내모델S및모델X가격5~9%인하
https://www.hankyung.com/economy/article/202303060633i

테슬라배터리내재화,광물·금속확보에방점…2차전지소재株주목[투자360]
https://n.news.naver.com/mnews/article/016/0002112500?sid=001

中보조금정책중단에도..中배터리점유율절반웃돌아-
https://www.edaily.co.kr/news/read?newsId=02833926635540696&mediaCodeNo=257

전기차'고체배터리'상용화가능성커졌다…나노지지체로수명↑ 폭발위험낮고가격싸서'꿈의배터리'라불렸지만...성능이낮아 나노섬유지지체로성능높여...배터리수명도8배↑ 전기차'고체배터리'상용화가능성커졌다…나노지지체로수명↑ 폭발위험은낮고가격은싸서전기자동차업계의'꿈의배터리'라불리는전고체배터리가상용화할 가능성이커졌다 #레몬#톱텍
https://news.mt.co.kr/mtview.php?no=2023030614482258985

동원시스템즈,초고강도배터리알루미늄박개발
https://www.thelec.kr/news/articleView.html?idxno=18939

"LFP시제품을공개하는것은국내배터리3사중SK온이처음"
https://www.mk.co.kr/news/business/1067002

미코,전고체전지시장공략본격화…전담사업부신설
https://www.inews24.com/view/1572767

삼성하만·폭스바겐전장동맹…차량용통합앱스토어공개
https://www.theguru.co.kr/news/article.html?no=50675

[종목이슈]한솔로지스틱스,삼성SDI-GM美5조투자수혜주부각
https://v.daum.net/v/20230306130733822

★[돈]우주-항공우주/위성/스타링크/UAM/드론


▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
대만서블랙핑크콘서트암표1700만원…‘티켓실명제’청원도
https://naver.me/5i0Bhrwa

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/
"아마존,다음달NFT마켓플레이스출시예정"
"아마존이오는4월24일아마존디지털마켓플레이스를공개할계획이며,서비스는미국고객을시 작으로글로벌로확장할예정"
https://www.hankyung.com/finance/article/202303060854B

미국언론,중국-바이낸스연결고리의혹제기
https://im.newspic.kr/kIBwl0R

무디스,실버게이트신용등급강등…"디폴트가능성"-CoindeskKorea
https://www.coindeskkorea.com/news/articleView.html?idxno=90292

▶게임출시일정&메타버스등★출시/CBT/신작일정 젤다에디아4,바이오하자드까지...'콘솔'대작공습경보 https://www.etnews.com/20230306000239

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 中온라인패션‘쉬인’,2025년매출585억달러목표
http://m.apparelnews.co.kr/news/news_view/?idx=204214

신한은행,‘땡겨요’급부상…배달앱1강·2중판도흔든다
https://www.econovill.com/news/articleView.html?idxno=604437

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드/PC
"中,반도체에돈쏟아붓지만발전한계…ASML보다20년뒤처져" https://n.news.naver.com/article/001/0013795914?sid=105

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 테슬라발가격인하경쟁전기차수요늘린다,삼성전기MLCC에도훈풍 https://www.businesspost.co.kr/BP?command=article_view&num=308137

테슬라훈풍에…덕보는삼화콘덴서·윈텍
https://www.hankyung.com/finance/article/2023030605461

애플아이폰에삼성전자생산5G반도체안쓴다,TSMC3나노공정활용
https://m.businesspost.co.kr/BP?command=mobile_view&num=308145

스마트폰시장부활시그널…부품株화색
https://www.hankyung.com/finance/article/2023030605341

▶[G][태양광/풍력/원전/전력망/ESG]
사우디,원전발전소건설제안수락…한전·중국원자력공사·러시아로사톰입찰참가 https://news.g-enews.com/kokr/news/article/news_all/202303061446495008e8b8a793f7_1/article.html? md=20230306144847_U
▶[G][방산]

▶제약/바이오/의료기기/건기식 플라즈맵,의료용임플란트표면처리기…중국CVC인증획득 https://www.edaily.co.kr/news/read?
newsId=01997526635540696&mediaCodeNo=257&OutLnkChk=Y

아스트라제네카,항암제엔허투,임상2상서긍정적효과"
https://www.hankyung.com/economy/article/202303060673i

노바티스,미국서방사성항암제'플루빅토'생산확대
https://www.news1.kr/articles/4972310

한올바이오파마"HL161,中중증근무력증3상서유효성입증"
https://www.newspim.com/news/view/20230306000583

▶에너지/곡물/원자재/스마트팜
러,흑해곡물수출재연장거부할수도…식량대란재발우려
https://v.daum.net/v/20230306111723658

▶건설/건자재/기계/항공/육운/해운운임 제주2공항건설'급물살'…환경부,8년만에'조건부동의'
https://www.hankyung.com/society/article/2023030606021

▶화학/정유/타이어/조선/철강 中리오프닝단물빠졌나…철강주일제히뚝뚝 #양회컨센하회...
https://naver.me/x6URkBXk

출처 : NH투자증권 광화문PB1센터_김성민PM
※위자료는다양한자료들의취합과개인적인생각의결합입니다.어떠한경우에도컨텐츠에대한 내용이투자결과에대한법적책임소재의증빙자료로사용될수없습니다.투자에대한투자판단은투 자자본인의책임에있습니다.