2023 년 2 월 16일 뉴스모음

2023 년 2 월 16일 뉴스모음

★주요이슈:빅이벤트,없생있없&오고야마는미래★
[ChatGPT] 퓨리오사AI,'챗GPT지원'차세대5nmAI칩개발...내년부터양산
●DSC인베스트먼트
https://www.thelec.kr/news/articleView.html?idxno=19786

*DSC인베스트먼트
[특징주]DSC인베스트먼트,AI반도체육성'K-클라우드'퓨리오사AI참여…투자부각
https://moneys.mt.co.kr/news/mwView.php?no=2023021311080677432
AI반도체스타트업‘퓨리오사AI’,2000억투자유치추진
+퓨리오사AI가투자유치를추진하는것은지난2021년6월이후1년6개월만이다.당시에는네이버스 타트업육성기관인D2스타트업팩토리(D2SF)와DSC인베스트먼트,산업은행,코리아오메가투자금융,퀀 텀벤처스코리아,아이온자산운용,IMM인베스트먼트등이참여하며총800억원의투자가이뤄졌다. https://www.mk.co.kr/news/stock/10613343

AI조종美무인전투기,첫시험서17시간이상비행
https://naver.me/51nwSkaN

*ChatGPT의약점:개인정보&지적재산권에대한문제 '챗GPT'우려속개인정보규제완화'치트키'로띄우는보도
https://v.daum.net/v/20230215220504062

[단독]챗GPT열풍에…LG,곧초거대AI'엑사원'시연나선다
https://n.news.naver.com/mnews/article/018/0005425264?rc=N&ntype=RANKING&sid=001

바이두와지리자동차의합작전기차기업Jidu가바이두의대화형AI인‘어니봇’사용계획
https://www.cnbc.com/amp/2023/02/15/chinese-ev-startup-jidu-plans-to-use-chatgpt-liketech.html

[에스엠(카카오vs하이브)경영권분쟁] 카카오'SM쩐의전쟁'대비…픽코마상장접고추가투자유치추진[시그널] https://naver.me/F7I6OjeF

“오버페이없다”…카카오,SM‘지분전쟁’선그어 https://www.munhwa.com/news/view.html?no=2023021501071707275001

[단독]에스엠장악나선하이브,정진수CLO등이사후보7인16일추천
https://news.mtn.co.kr/news-detail/2023021517591524684

▶글로벌이슈:선진국(북미,유럽등)/해외주식
탄탄한노동시장덕에美1월소매판매3%↑
https://www.hankyung.com/economy/article/202302150219i

LaelBrainard’sFedDepartureCouldLeaveImmediateImprintonInflationFight
라엘브레이너드FED부의장은2월20일사퇴할예정입니다.그는조바이든미국대통령의부름을받아 백악관직속국가경제위원회(NEC)차기위원장으로지명되었습니다.
닉티미라오스기자의칼럼
https://www.wsj.com/articles/lael-brainards-fed-departure-could-leave-immediate-imprint-onmonetary-policy-3a349e65

아내는경제,남편은인태외교정책총괄…부부가美백악관요직맡아
www.sedaily.com/NewsView/29LRFHN6HF?OutLink=telegram

브레이너드부의장백악관영전…美연준‘매파’강세예상
https://naver.me/Ftl76kzN

EU,15조원규모러제재안발표…전투기·드론부품조달차단
https://www.joongang.co.kr/article/25140887

美의제재통했다...‘반도체굴기’中공장신설중스톱
https://v.daum.net/v/20230215223601348

버핏,TSMC주식한분기만에86%매각…“4000억원차익추산”
https://v.daum.net/v/20230215174510237

로블록스,실적부진에도예약증가로주가급등
https://www.hankyung.com/economy/article/202302150223i

에어비앤비,지난해사상첫흑자…트립어드바이저매출은47%급증
www.sedaily.com/NewsView/29LRDXLJLT

▶글로벌이슈:신흥국(EM/EEM/EWY) 중국,양회앞두고내수확대등시진핑경제회생수단강조
https://v.daum.net/v/20230215191142325

中관영지"올해경제성장률목표6%로설정가능성"|연합뉴스
https://www.yna.co.kr/view/AKR20230215078500083?input=1195m

샤오미,자동차기업변신임박..."15~20년내세계5위목표" https://m.newspim.com/news/view/20230215000465

벌써?중국판짝퉁챗GPT등장에"우리도만들겠다"는이나라
www.sedaily.com/NewsView/29LREVOQNG?OutLink=telegram

TikTokdismissesremainingstaffinIndia,dashinghopesofbannedapp’sreturn
틱톡,중국-인도갈등으로앱사용이중지된이후사업영위가어려워지나인도직원전부해고
https://www.scmp.com/tech/tech-war/article/3210068/tiktok-dismisses-remaining-staff-india- dashing-hopes-banned-apps-return

中단기비자18일부터발급재개
https://naver.me/xPpVg4X0

[단독]합참의장,5년만에백령도찾아北도발경고
https://v.daum.net/v/20230215215711943

▶글로벌모니터링:경기침체/금리/물가인상
IMF총재"글로벌인플레관리가능…터널끝빛보인다"
https://www.news1.kr/articles/4954122

ECB중도파위원“유로존기준금리3.5%보다높을수있다”
www.sedaily.com/NewsView/29LREZHWMT?OutLink=telegram

▶국내경제일반/시장/제도/금융상품동향 주식앱다시깔았어요…증시→예금‘逆머니무브’끝나나
●정답지
https://www.chosun.com/economy/economy_general/2023/02/15/PPJ3GGKNEZGURESLHLKM37XTBI/

되살아난美긴축공포심에원/달러환율연고점돌파(종합)
https://news.mt.co.kr/mtview.php?no=2023021515592931002

질주하는2차전지株…엘앤에프,셀트리온헬스케어제치고장중시총2위
https://v.daum.net/v/20230215101910681

▶합병/분할/최대주주변경/경영권분쟁★매각/인수/합병
"우리도주주제안해주가띄웁시다"…자산가들찾아가는'개인'행동주의투자자
http://www.investchosun.com/m/article.html?contid=2023021480256

▶자금조달/오버행:유무상증자,CB,BW,발행등 증권사도‘눈물의손절’엔지켐생명과학…KB,2만8000원에받은실권주700억손실보고전량매도
https://v.daum.net/v/20230215105305097?from=newsbot

▶실적발표 에이블씨엔씨(078520) 매출액또는손익구조30%(대규모법인은15%)이상변경(연결)
[영업이익]65억원
(최근4분기중최대)
QoQ(%)979.2
YoY(%)흑자전환 [PER(연율)]121.7 http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20230215800998

▶주요공시:시설투자,공급계약
셀레믹스,900억원규모의美매사추세츠주공공조달시장진출
https://www.getnews.co.kr/news/articleView.html?idxno=616754

▶IPO/SPAC/지수편입일정

▶비상장투자/VC이슈
슬링vs비상교육표절공방격화…중기부,슬링법무지원나선다
https://n.news.naver.com/mnews/article/014/0004969645?rc=N&ntype=RANKING&sid=101

▶정부일정과정책&정치
[단독]서울시,버스·지하철요금인상시기늦춘다
https://www.munhwa.com/news/view.html?no=2023021501039927307001

尹대통령‘과점’한마디에통신3사주가일제히하락 →금융,통신,음식료섹터는...윽...
https://naver.me/G1FnLXJz

[단독]“카카오모빌리티,불공정행위조사·조치필요”…국회까지칼빼들었다
https://v.daum.net/v/20230215112855962

[속보]尹대통령"통신사경쟁촉진위한특단조치마련"지시-머니투데이
https://news.mt.co.kr/mtview.php?no=2023021515355568296

논란의‘노란봉투법’소위통과…국민의힘·경제단체‘반발’
https://n.news.naver.com/article/005/0001587172?cds=news_edit

이준석"내년총선무조건출마…與전대김기현·천하람이결선갈것"
https://n.news.naver.com/mnews/article/654/0000032587?rc=N&ntype=RANKING&sid=100

▶부동산/금융연결고리
정부부동산규제완화에도···전국아파트값석달연속2%이상하락
https://m.khan.co.kr/economy/real_estate/article/202302151400021

16일부터주담대변동금리…최고0.47%P내려간다
https://www.hankyung.com/economy/article/2023021597471

핀테크·빅테크에은행업문턱낮추나-매일경제 尹,은행과점대책지시
네번째인터넷은행허가하고분야별전문은행편입도검토 시장경쟁촉진'메기효과'기대
→다올인베상승이유:토스뱅크운영사인비바리퍼블리카지분보유중
https://m.mk.co.kr/news/economy/10646450

잘나가던반포집값도10억넘게'뚝',2년전수준으로
https://bit.ly/3XA4D4F

분당·일산등재건축안전진단면제·용적률상향,착공은5년이상걸릴듯 http://bit.ly/3YIC8To

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

★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/양자암호/보안
현대차그룹이족로봇기술일취월장...네티즌들"진짜사람같다 https://www.pinpointnews.co.kr/news/articleView.html?idxno=175948

"몸속에서문어처럼움직인다"…수술용'소프트로봇'소재개발
https://view.asiae.co.kr/article/2023021515070294095

서범석루닛대표"AI영상분석,진단넘어치료예측영역으로"
https://www.hankyung.com/it/article/202302157907i

반도체업계'챗GPT'수혜,엔비디아뿐만아니다…시놉시스,CDS등도주목
https://www.ddaily.co.kr/news/article/?no=257414

▶(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
백악관,미국내EV충전기확충및개방프로젝트발표
https://www.hankyung.com/economy/article/202302150061i

EU,2035년부터내연기관신차판매금지확정…관련법의회통과★
https://www.yna.co.kr/view/AKR20230215063300009

유럽판IRA도입코앞…中의존도높은배터리‘비상’(3월) EU,다음달중법안발표예정 국내배터리기업차별우려vs“신사업통한기회찾을수도” https://biz.chosun.com/industry/company/2023/02/15/4B4QGIFIBVEWJDYDPEJH3Z5VKE/?
utm_source=naver&utm_medium=original&utm_campaign=biz

삼성SDI-스텔란티스,美합작공장서각형배터리만든다
https://www.etnews.com/20230215000087
→[특징주]필옵틱스子,삼성SDI지분20%투자이어각형배터리세계최초공동개발↑
https://www.fnnews.com/news/202206141014007112

美-中‘IRA우회’제휴…뒤통수맞은K배터리
https://n.news.naver.com/mnews/article/020/0003479681?sid=103
 
FordhaltsproductionandshipmentsofitselectricF-150Lightningduetopotentialbattery issue
+생산중단배경은인도전품질검사에서잠재적인배터리이슈를발견했으며,현재원인규명을위한조 사진행.
https://www.cnbc.com/2023/02/14/ford-halts-f-150-lightning-production.html

리튬메탈배터리선두美SES,충주메가폴리스산단에둥지
https://www.weeklytrade.co.kr/news/view.html?section=1&category=5&item=&no=85511

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
NCT드림,미주·유럽등22개도시월드투어개최
https://www.donga.com/news/Entertainment/article/all/20230215/117890185/1

‘피지컬:100’,넷플릭스비영어TV쇼부문1위 https://www.ekn.kr/web/view.php?key=20230215010003558

[단독]“알고리즘악용”구‘신사임당’주언규,영상무단복제인정…활동중단 https://sports.khan.co.kr/entertainment/sk_index.html? art_id=202302151855003&sec_id=540101&pt=nv

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/ 검찰,'테라·루나사태'관련티몬前대표구속영장
https://www.hankyung.com/economy/article/2023021500367

▶게임출시일정&메타버스등★출시/CBT/신작일정


▶소비트렌드2023:리오프닝/유통/화장품/음식료★신조어/품절/인상


▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드/PC
델,인텔사파이어래피즈탑재서버신모델13종공개 https://zdnet.co.kr/view/?no=20230214120354
   
“챗GPT같은첨단AI개발”…초대형데이터센터문열었다https://v.daum.net/v/20230215114516837

"구글,서버용칩자체생산위해TSMC에설계권한이양"
https://v.daum.net/v/20230215104726865

박정호SK하이닉스부회장“공급과잉에도엄청난감산은힘들어”
https://v.daum.net/v/20230215172249423

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신
 
XR에업계뭉쳤다...산업융합얼라이언스구축
https://www.etnews.com/20230215000197

애플인도생산시설확대골머리,제품결함많고인프라열악
https://www.businesspost.co.kr/BP?command=article_view&num=306303

LG이노텍,XR시장공략'신무기'공개…세계최소두께
https://naver.me/xtHGwu2z

▶[G][태양광/풍력/원전/전력망/ESG] 美내년도친환경에너지45%..풍력/태양광26%+원자력19%
풍력과태양열의빠른성장으로2024년두부문의재생에너지는전체발전량의18%를차지하게될전 망이다.이는석탄의17%를넘어서는수치다.
https://www.smartcitytoday.co.kr/news/articleView.html?idxno=26997

▶[G][방산/우주항공/UAM/드론]


▶제약/바이오/건기식
불면증'디지털치료기기'식약처"국내최초허가"
→에임메드(메디포스트지분32%)
https://www.fnnews.com/news/202302141549404782

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