2023년 12월 8일 뉴스모음 ★주요이슈:빅이벤트,없생있없&오고야마는미래★

2023년 12월 8일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★

"美SEC,BTC현물ETF세부사항조율중...승인임박" https://www.hankyung.com/article/202312072354B
  
무섭게오르는비트코인…"공매도투자자7.9조쪽박" "고공행진멈춘다"잇단투자S3,9월이후7억달러새유입
공매도세력막대한누적손실일각선"내년1월5만달러돌파" https://naver.me/5mBzen8s
  
▶글로벌이슈:선진국(북미,유럽등)/해외주식/매그니센트7 미공화당대의원IRA규제철회의결 -하이브리드내연기관수소차육성촉구
"WhileEVsmayplayalargeroleinthefutureoftheautoindustry,Washingtonshould notdiscountothertechnologieslikehydrogen,hybrids,andtheinternalcombustion engine,"saidU.S.Rep.TimWalberg,R-Mich.,asponsorofthelegislation.
https://www.autonews.com/regulation-safety/biden-ev-regulations-under-assault-houserepublicans
  
'유럽판IRA'혜택대상에원전기술포함될듯…곧최종협상
https://www.yna.co.kr/view/AKR20231207170300098?input=1195m
  
EU,세계첫'AI규제법'타결임박…내일협상재개(종합) https://v.daum.net/v/20231207224512503  
푸틴,사우디·UAE방문…제재속중동서존재감과시
www.sedaily.com/NewsView/29YF4JUQ7C?OutLink=telegram
  
▶글로벌이슈:ASIA/EM/EEM/EWY
中,자국겨냥美전기차보조금규정에"WTO위배"
www.sedaily.com/NewsView/29YF59DYNZ?OutLink=telegram
  
HongKongstocksrevisit13-monthlowsasChina’stopbankssliponMoody’soutlook cut,tradereportfailstoliftmood
-무디스의전망하향조정과무역보고서가분위기를끌어올리지못하면서홍콩증시가13개월만 에최저치를경신
https://www.scmp.com/business/china-business/article/3244141/hong-kong-stocksrevisit-13-month-low-chinas-top-banks-slide-moodys-act-while-reports-seen

伊,中일대일로공식탈퇴
www.sedaily.com/NewsView/29YF4O2Z2F?OutLink=telegram

우에다"부양책종료시점가까워지면통화정책도구선택어려워질것"
https://news.einfomax.co.kr/news/articleView.html?idxno=4290596

日,파격적저출산대책…"다자녀대학교육무상"
www.sedaily.com/NewsView/29YF5O8744?OutLink=telegram
  
▶글로벌모니터링:불확실성,미국채금리,CPI,침체시그널등 美자금시장스트레스징후…연준SRF수요2020년이후최고
https://news.einfomax.co.kr/news/articleView.html?idxno=4290564

짙어지는디플레그림자…"경기침체온다"잇단경고 https://naver.me/F7ybSjwh
  
▶국내경제일반(환율/국고/외인동향)/경제지표/제도/금융상품동향
"이미대세는ETF"…중소형운용사도ETF경쟁나선다
-'120조'K-ETF시장...중소형운용사들도"나도한번?"
-ETF시장90%를TOP5운용사가…중소형운용사생존전략은?
https://news.mt.co.kr/mtview.php?no=2023120710165930001

▶합병/분할/최대주주변경/경영권분쟁/★매각/인수/합병/행동주의

▶자금시장동향:조달/오버행/유무상증자/CB,BW발행등 '소룩스'1:14무상증자.
https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20231207000351

▶주요공시:시설투자,공급계약(해지등)등

▶IPO/ETF/SPAC/편입일정(MSCI/FTSE/코200,코150등) ‘수천억과징금’피한CJ올리브영…IPO탄력붙는다
행사독점강요ㆍ정보처리비'부당수취'-H&B시장지배적지위는불확실판단
“유통사갑질암암리성행”…공정위비판도
내년상반기상장재추진가능성
https://www.etoday.co.kr/news/flashnews/flash_view?idxno=2309828

최대리스크피한올리브영,상장계획도청신호
https://n.news.naver.com/mnews/article/008/0004971385?sid=101

[한국거래소]셀트리온-셀트리온헬스케어합병에따른수시변경안내 ㅁ대상지수:KRX300지수등 ㅇ편출종목:셀트리온헬스케어(091990)
ㅇ반영일자:'23.12.15(주요지수정기변경일)

ㅁ대상지수:KRX100지수(동일가중포함)
ㅇ편출종목:셀트리온헬스케어(091990) ㅇ편입종목:LS(006260)
ㅇ반영일자:'23.12.15(주요지수정기변경일)

ㅁ대상지수:KRX바이오TOP10지수 ㅇ편출종목:셀트리온헬스케어(091990) ㅇ편입종목:케어젠(214370) ㅇ반영일자:'23.12.15(주요지수정기변경일)
https://index.krx.co.kr/board/MKD01040000/bbs#view=904

▶비상장투자/VC

▶정부일정및정책그리고24년총선 권성동"주식양도세기준완화해야…시행령개정으로가능" https://www.newsis.com/view/?
id=NISX20231207_0002549653&cID=10301&pID=10300

[속보]尹대통령,이재용삼성전자회장과ASML본사방문
https://v.daum.net/v/20231207144217769

▶부동산/PF/리츠/금융(예대)
PF리스크'경고등'…당국,5대금융지주·2금융권릴레이회의 https://www.hankyung.com/article/2023120720251
    서울아파트값29주만에하락전…조정국면'뚜렷'
http://www.newspim.com/news/view/20231207000585

전세사기317건심의'258건'피해인정…정부지원받을수있다 https://v.daum.net/v/20231207060115024  
강남·공덕'알짜부지'연내분양무산…평당'4000만원'초읽기
https://v.daum.net/v/20231207060018918

압구정3구역재건축…희림-해안다시맞붙었다[현장]
https://v.daum.net/v/20231207050023376

1인가구年37만가구느는데,소형주택공급14%씩감소 https://v.daum.net/v/20231207030247819  
‘실거주의무폐지’물건너가나…믿고분양받았다가멘붕
https://v.daum.net/v/20231206235400967

--------------------------------섹터------------------------------------------
★신기술산업:생성형AI/LLM/OnDeviceGenerativeAI/의료AI
구글‘제미나이’전격공개···“챗GPT4보다똑똑”
https://www.khan.co.kr/economy/economy-general/article/202312071705001

"세계첫AI규제법합의임박"…EU,어떤내용담나
유럽내에서도AI기술개발속도가빠른독일,프랑스,이탈리아는일부규제를자율로맡기는안을 제시하는등EU의AI규제법에반대하는목소리를냈다.프랑스가2024'파리올림픽'을앞두고치 안및보안을위해AI기반스마트카메라를배치하려했는데AI규제법이시행되면이러한조치가 어려워반대입장을내는식이었다.
https://naver.me/5CrozEg3

SamsungElectronicstoshowcaseAIvisionatCES2024-PulsebyMaeilBusinessNews Korea
-삼성전자,CES2024에서AI비전공개
https://pulsenews.co.kr/view.php?sc=30800021&year=2023&no=939853

★신기술산업:로봇/자율주행/양자기술/보안/

★Tech1:(AI)반도체/HBM/데이터센터/클라우드/PC
[종합]HBM서삼성꺾은SK하이닉스,1위굳히기본격화…박정호는'퇴진' 새수장김주선사장앞세워'AI인프라'신설…'N-S커미티'통해낸드수익회복추진
→박정호부회장의퇴진으로SK하이닉스단독대표이사가된곽노정사장은회복이더딘낸드플래시 의적자탈출구를마련하기위한방안마련에도본격나섰다.
이같은전망속에AI서버시장성장률이높다는점도호재다.김연구원은"내년북미데이터센터 (마이크로소프트·구글·아마존)설비투자(캐펙스)는전년대비20%증가할것으로보이는데,AI서 버신규투자가확대되는동시에AI서비스확대를위한일반서버의보완투자가필수"라며"향후5 년간(2023~2027년)AI서버시장성장률은연평균36%로,일반서버성장률10%를3배이상 상회할것"이라고관측했다.
https://n.news.naver.com/mnews/article/031/0000794725?sid=101
  
ServersdriveoptimismforPCBmakerACCL,asitevaluatesASEANproduction
-아세안생산을평가하는PCB제조업체ACCL,서버를통해낙관적전망제시
https://www.digitimes.com/news/a20231206PD211/allied-circuit-pcb-southeast-asia-aiserver.html
  
WesternDigitaltoraiseNANDflashpricesbyupto55%
-웨스턴디지털,낸드플래시가격최대55%인상
https://www.digitimes.com/news/a20231206PD213/western-digital-nand-flash-priceincrease-hdd.html
  
▶Tech2:XR/VR/OLED/폴더블/가전/통신/결제/보안
애플,인도서배터리생산추진
www.sedaily.com/NewsView/29YF515ZNU?OutLink=telegram
  
삼성칩엑시노스부활…'갤럭시S23FE'국내출시
→갤럭시S23FE는새롭게세팅한엑시노스2200고사양프로세서를탑재 https://naver.me/G87GdpqC
  
“폴더블폰주름갈라짐완벽해결”자가복원하는‘스마트소재’나왔다 https://biz.heraldcorp.com/view.php?ud=20231207000470
  
★모빌리티-IRA/CRMA/   2차전지  
포스코,아르헨티나서'리튬으로벌어들인'외화반출허가획득
/리튬/광물/폐배터리/전장★증설/수주/넘버
-아르헨티나재무부,포스코수출투자촉진제도혜택승인
-리튬수출로번외화페소바꾸지않고반출가능
https://www.theguru.co.kr/news/article.html?no=63568
  
CATLsaysFordprojectontrackdespitenewU.S.batteryrules
•CATL:포드와의프로젝트는미국배터리관련법안영향받지않음 宁德时代称福特项目不受美国电池法规的影响。（日经新闻）
~CATL'spartnershipwithFordMotoronanelectricvehiclebatteryplantintheU.S.will notbeaffectedbytheWhiteHouse'snewrulesonChineseinvolvementinsuchprojects, ZengYuqun,thefounderoftheChinesebatterygiant,toldNikkeiAsia https://asia.nikkei.com/Business/Technology/CATL-says-Ford-project-on-track-despitenew-U.S.-battery-rules
  
[삼성SDI‘전고체배터리사업화추진팀’신설
#이수스페셜
https://biz.heraldcorp.com/view.php?ud=20231207000428

차값낮추는美전기차…주가는`훈풍`
https://n.news.naver.com/mnews/article/015/0004923050?sid=101     북유럽테슬라파업에노르웨이동참…덴마크연기금"주식매각" https://m.edaily.co.kr/news/Read?  
newsId=02240246635836224&mediaCodeNo=257&utm_source=https://news.google.com/

▶비트코인(반감기)/STO(증권토크)/WEB3/조각투자/CBDC]★제도화/법규 갤럭시아머니트리,하나증권과토큰증권(STO)사업협력‘맞손’ https://www.etoday.co.kr/news/view/2309751  
부산디지털자산거래소사업자선정'코앞'···IT골리앗과다윗붙었다
#위메이드#아이티센
https://www.seoulfn.com/news/articleView.html?idxno=503627
  
▶게임출시일정&메타버스/P2E등★출시/CBT/신작일정 엔씨'TL'서비스20여분만에동시접속자6만명육박
https://news.mtn.co.kr/news-detail/2023120720205716732

▶엔터/컨텐츠(웹툰,OTT,방송)/미디어&플랫폼(★데뷔,신작공개) 탑툰재팬의MAU는연초대비299%증가했다.
https://n.news.naver.com/article/018/0005634079
  
▶[G]우주항공/방산-항공우주/위성/스타링크/UAM/드론 스페이스X몸값230조원...6개월만에'껑충'
7일(현지시각)블룸버그에따르면스페이스X는최근신규투자유치과정에서기업가치를1750억 달러(약230조원)로산정했다.이는지난6월투자유치과정에서평가받은몸값1500억달러와비 교하면6개월만에16%(약33조1400억원)가량뛴것이다.올1월평가액1370억달러대비로는 28%가까이불어났다.
https://n.news.naver.com/article/277/0005351850
  
▶[G]전력인프라/변압기/원전/태양광/풍력/원전/수소 LS전선,1.5조원규모유럽'해상풍력HVDC'공급본계약체결
https://v.daum.net/v/20231207172250377

▶소비트렌드2023(초양극화시대):★품절/인상/00런
[단독]수능만점자1명…'용인외대부고'자연계졸업생
#메가스터디  
지난달16일치러진2024학년도대학수학능력시험(수능)에서유일하게전영역만점을받은주인 공은용인한국외국어대부설고등학교졸업생인것으로파악됐다.
용인외대부고는자사고전환이후2014수능부터16명의수능만점자를배출해왔다.올해까지더 하면총17명의만점자를배출한것으로집계된다.이학생은메가스터디온라인수강생으로수능을 준비한것으로파악됐다.
https://news.nate.com/view/20231207n19436  
삼정KPMG“온라인쇼핑성장세둔화···이커머스기업의생존전략제시”
https://n.news.naver.com/mnews/article/009/0005226988?sid=101
  
▶제약바이오/의료기기등(수출입데이터,학회일정체크,비만,AI항암)
비만약선두노보노디스크,예방시장까지장악나선다 비만치료제시장선두인노보노디스크가예방사업에관심을기울이는것은치료제경쟁이과열되고 있다는판단에서다.
https://n.news.naver.com/mnews/article/015/0004922555?sid=104

메디톡스,중증근무력증치료제‘MT122’국가신약개발사업과제선정…신약개발박차
http://www.medifonews.com/news/article.html?no=185737

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