2023 년 3월 8일 뉴스모음

2023 년 3월 8일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★
[에스엠경영권분쟁]★
1조실탄장전한하이브,'역공'시작…주당18만원공개매수검토-연합인포맥스
https://news.einfomax.co.kr/news/articleView.html?idxno=4257070

하이브,힙합레이블인수용미법인출자1주일연기
https://www.smarttoday.co.kr/news/articleView.html?idxno=27706

얼라인카카오의에스엠공개매수참여안해…우호주주로남겠다-네이버증권 https://naver.me/5781Uquf

'승자의저주빠질라'…속끓는카카오·하이브주주들
→승자의저주보다무서운'2등의저주',지분산돈계륵되려면..두회사다배수의진 http://www.sedaily.com/NewsView/29MXO4V8N1?OutLink=telegram\

금감원,카카오시세조종의혹조사착수
https://n.news.naver.com/article/018/0005437754

[행동주의(新가치주의)]★
‘3%대초박빙’고려아연지분경쟁격화…최윤범회장,지분영끌로주총이후대비★
https://n.news.naver.com/article/020/0003483723?cds=news_my

[Chat-GPT,인공지능]★ 일본Picon이출시한라인메신저AI챗봇‘AI채팅군‘이출시3일만에20만명사용자확보 무료플랜은1일5회가능.월680엔플랜가입시무제한가능
https://prtimes.jp/main/html/rd/p/000000004.000027865.html

SoftBank-backedCloudMindsissaidtoweighUS$500millionHKIPO,-
중국클라우드AI기반로봇기업클라우드마인드(Cloudminds),홍콩거래소에상장추진.공모규모
5억달러예상
https://www.businesstimes.com.sg/startups-tech/softbank-backed-cloudminds-said-weighus500-million-hk-ipo

세일즈포스도생성AI'아인슈타인GPT'출시계획발표
https://www.hankyung.com/economy/article/202303073602i

[로봇]
[단독]로봇에진심인LG전자,튀김로봇'튀봇'출시한다
#로보스타#로보티즈#치킨로봇:뉴로메카
https://www.edaily.co.kr/news/read?newsId=03001206635541024&mediaCodeNo=257

▶글로벌이슈:선진국(북미,유럽등)/해외주식
GE주가,분할진행중에주가1년만에최고치기록
https://www.hankyung.com/economy/article/202303073535i

아이폰아닌애플TV+·애플뮤직이애플주가200달러로끌어올린다...골드만삭스보고서나왔다
ttps://www.fnnews.com/news/202303070935353192

Twitter’sPlanningtoExtendLong-FormTweetsto10kCharacters
트위터,유료구독자(트위터블루)에게제동하는4천자(글자수)트윗기능을1만자까지확대추진
https://www.socialmediatoday.com/news/twitters-planning-to-extend-long-form-tweetsto-10k-characters/644268/

"메타,추가로수천명해고계획"블룸버그보도
https://www.hankyung.com/economy/article/202303073418i

지지율하락에도…마크롱,미래세대위해연금개혁속도
www.sedaily.com/NewsView/29MXOCZDBS?OutLink=telegram

"탄약도없는러시아군,'야전삽'들고싸우라고명령받아"
www.sedaily.com/NewsView/29MXP2LH37?OutLink=telegram

▶글로벌이슈:신흥국(EM/EEM/EWY)
中,국가데이터국신설…'디지털빅브라더'되나
www.sedaily.com/NewsView/29MXPAULYP?OutLink=telegram

習“민영기업은우리편”독려…공동부유동참도압박
www.sedaily.com/NewsView/29MXO2242B?OutLink=telegram

中"금융규제기관확대개편…은행·보험·금융지주등감독권가져"
www.sedaily.com/NewsView/29MXOFE6IO?OutLink=telegram

美가드레일·달러패권에반발…“늑대와춤추며中지킬것”
www.sedaily.com/NewsView/29MXODWIGH?OutLink=telegram

‘전랑외교’날세운中“美,멈추지않으면재앙적결과초래”
www.sedaily.com/NewsView/29MXNLU9R1?OutLink=telegram

한일정상회담16~17일부상…한미일안보협력강화될까 https://n.news.naver.com/mnews/article/243/0000041270?
rc=N&ntype=RANKING&sid=001

▶글로벌모니터링:경기침체/금리/물가인상
JeromePowelltoTestifytoCongressonOutlookforInterestRates,Inflation
닉!!!))제롬파월연준의장은국회의사당에서올해강력한경제활동으로인해미국중앙은행관리 들이높은인플레이션에맞서기위해예상보다더많은금리를인상할수있다고경고할가능성이높 습니다.
https://www.wsj.com/articles/jerome-powell-to-testify-to-congress-on-outlook-for-rates- inflation-e4e7f1e3

▶국내경제일반/시장/제도/금융상품동향 올해韓경제성장률,25년만에日보다낮아지는이유는
-일본,올해경제성장률1.7~1.8%전망
-한국1.5~1.6%성장률전망치소폭상회
-양국모두수출부진에무역적자지속
-日은관광객유입에내수개선기대
-“일시적인역전현상…내년엔원상복귀”
https://biz.chosun.com/policy/policy_sub/2023/03/07/S2RUDLEFV5GCPMVGMP3E5YOC5E/

▶합병/분할/최대주주변경/경영권분쟁/행동주의★매각/인수/합병
DB하이텍,팹리스부문'물적분할'…DB팹리스신설
https://naver.me/Gz1ScgRJ

▶자금조달/오버행:유무상증자,CB,BW,발행등 두산밥캣BlockSalesDetails
-매각규모:1,913억원(3/7종가기준)
(PRS4,866,525주)
-할인율:6.11~8.03%
-매매체결일:3월8일(수)장개시전
-Lockup:없음

▶주요공시:시설투자,공급계약등
[단독]SK플라즈마,印尼에3000억혈액공장짓는다-매일경제
https://www.mk.co.kr/news/it/10671932

▶IPO/SPAC/지수편입일정
‘850억원’코스닥최대스팩…6~7일일반청약[시그널] https://naver.me/5RtFuFxG
  
▶비상장투자/VC이슈


▶정부일정과정책주&정치 작년사교육비26조'역대최대'…교육부,사교육비종합대책곧발표 https://n.news.naver.com/mnews/article/030/0003082737?
rc=N&ntype=RANKING&sid=001

민주,'한국판IRA'추진…'녹색산업·반도체'겨냥
https://n.news.naver.com/article/031/0000732641?sid=100

▶부동산/금융연결고리
[단독]압구정~서울숲보행교생긴다...‘한강르네상스2.0′사업추진★★
https://n.news.naver.com/article/023/0003750107

15억하던아파트가9억…"지금이바닥"젊은부부들몰렸다
https://www.hankyung.com/realestate/article/2023030731571?
utm_source=naver&utm_medium=naver_newsstandcast&utm_campaign=newsstandcast_naver_all

[일문일답]이창용"부동산불패계속될거란생각,다시고민해봐야"
https://cm.asiae.co.kr/article/2023030714160825913

공정위,통신3사개인신용평가업합작사기업결합승인
https://n.news.naver.com/article/003/0011724695?sid=101
-----------------------------------섹터------------------------------------------

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/디지털일상/양자암호/보안
"챗봇은검색용으로적합하지않다”…구글경영진한계인정AI는생산성향상도구용으로서는매우적합합니다  
https://www.aitimes.com/news/articleView.html?idxno=149780

[기업탐방]인탑스,삼성전자웨어러블로봇‘봇핏’위탁생산기대
http://theviewers.co.kr/View.aspx?No=2744977

삼성,성능·친환경모두갖춘최신의료기기선봬 의료AI#루닛#뷰노#디보이드
https://m.ceoscoredaily.com/page/view/2023030617135136513#_enliple

★(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
GM,LG엔솔말고삼성SDI선택왜?…냉혹해진완성차-배터리동맹★  
https://naver.me/Fni9xzt7

유럽판IRA올해도입된다…韓전기차·배터리불똥걱정
#폐배터리
https://news.mt.co.kr/mtview.php?no=2023010617082510805

유럽판IRA기대감...폐배터리재활용株주가더오를까
https://n.news.naver.com/mnews/article/119/0002689924?sid=001

테슬라공장유치한멕시코“기가팩토리6,내년부터가동”
https://www.g-enews.com/article/Global-
Biz/2023/03/202303071340063079a1f309431_1

시진핑주석,CATL의세계최대배터리업체도약에'복잡한심경'토로
~시진핑주석은"신흥산업은계획을잘세우고,시장규모를파악하고,리스크를줄여야한다.경쟁자 없이독주하다가다른기업에추월당해결국실패하는상황을맞을수도있다"고지적했다 https://cmobile.g-enews.com/view.php?
ud=202303072013124647e8b8a793f7_1&md=20230307202054_V

국내연구진,전기차배터리효율60%끌어올릴'차세대전지양극재'찾아냈다
https://www.hankyung.com/it/article/202303073087g

코이즈제천에이차전지소재생산설비구축…2026년가동
https://www.hankyung.com/politics/article/202303072314Y

라온피플,'SFAW2023'서이차전지AI검사솔루션공개
http://www.newsprime.co.kr/news/article/?no=595058

엠씨넥스,‘자율주행레벨3’부품첫공급···이달중양산-시사저널e-온라인저널리즘의미래
http://www.sisajournal-e.com/news/articleView.html?idxno=297668

★[돈]우주-항공우주/위성/스타링크/UAM/드론
한국판스페이스X키운다…과기정통부,500억우주펀드조성
#AP위성#켄코아#인텔리안테크
http://news.heraldcorp.com/view.php?ud=20230307000463

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
리바이스,150주년기념뉴진스글로벌앰버서더발탁
https://n.news.naver.com/article/018/0005436804?sid=101

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/
두나무,증권사인수보류하고협력으로방향트나-BylineNetwork
https://byline.network/2023/03/7-163/

이창용"가상자산,투자대상으로위험…CBDC발행적극고민"
https://www.hankyung.com/finance/article/202303072223B

한국토지신탁,블록체인업체와'토큰증권발행'기술개발-머니투데이 https://news.mt.co.kr/mtview.php?no=2023030717115416479
▶게임출시일정&메타버스등★출시/CBT/신작일정

▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상 트렌드에꽂힌20명의덕후들…“올해식문화는J·U·M·P가대세”[한경제의신선한경제]
-올해트렌드는J·U·M·P
-“미식·간편한집밥·가치소비·음식궁합에소비자들몰린다”
-MZ세대한데묶기보다는
-취향과삶의방식에따른분류가더효과적
https://www.hankyung.com/economy/article/202303071272i

”이제배달끊었어요”고배달료에배달앱이용자뚝
https://n.news.naver.com/article/022/0003789937?ntype=RANKING

외국인카지노'춘풍'…코로나이전회복세
https://naver.me/5vYS5im2

[단독]소주시장점유율1위‘하이트진로’독주체제계속되나
https://n.news.naver.com/article/022/0003790016?cds=news_edit

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드/PC
'K칩스법'부러운기업들…기재위찾는발길늘었다
K칩스법3월국회
https://n.news.naver.com/article/newspaper/015/0004817722?date=20230307

삼성전자반도체재고자산1년새12조원넘게불었다(종합) →재고피크는언제?!
https://naver.me/xnnCZ40E

삼성SDI,차세대전자재료‘무기물’PR개발착수…‘게임체인저’되나 https://www.sedaily.com/NewsView/29MX8TXIXA

IT기업재고바닥찍나…2분기노트북디스플레이출하량20%늘것
https://n.news.naver.com/mnews/article/009/0005097996?sid=101

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 잡티하나못감춰요…다시불꽃튀는TV전쟁누가승자?
https://naver.me/FsK7JORj

▶[G][태양광/풍력/원전/전력망/ESG] 美정부"中태양광패널수입량늘어"…교착완화
https://bit.ly/3Yqtpoj  

▶[G][방산]
일본새대형로켓H3,발사실패…JAXA"깊이사과"
www.sedaily.com/NewsView/29MXOIXREJ?OutLink=telegram

尹대통령,사우디국방장관접견…"방산협력강화" https://m.mk.co.kr/news/politics/10672151

▶제약/바이오/의료기기/건기식
HLB"리보세라닙,간암치료제로5월美FDA품목허가신청확정"
https://n.news.naver.com/mnews/article/011/0004164151?
rc=N&ntype=RANKING&sid=001

'균으로균을치료한다'…신약열쇠된미생물
https://n.news.naver.com/article/215/0001087222?cds=news_media_pc

▶에너지/곡물/원자재/스마트팜

▶건설/건자재/기계/항공/육운/해운운임 에쓰오일샤힌프로젝트뭐길래…기업총수총출동?
http://www.newstomato.com/ReadNews.aspx?no=1179705&inflow=N

▶화학/정유/타이어/조선/철강
수은,아람코와7조8000억원규모기본여신약정체결
https://www.etoday.co.kr/news/view/2228181

중국9척수주할때한국은34척…'K-조선'압도적세계1위 https://www.hankyung.com/economy/article/202303071819i?
utm_source=naver&utm_medium=naver_newsstandcast&utm_campaign=newsstandcast_naver_all

출처 : NH투자증권 광화문PB1센터_김성민PM

※위자료는다양한자료들의취합과개인적인생각의결합입니다.어떠한경우에도컨텐츠에대한 내용이투자결과에대한법적책임소재의증빙자료로사용될수없습니다.투자에대한투자판단은투 자자본인의책임에있습니다.