2023년 3월 20일 뉴스모음

2023년 3월 20일 뉴스모음

★
[Chat-GPT,인공지능]★
엔비디아,GTC2023서생성형AI관련쇼케이스진행 https://biz.chosun.com/it-science/ict/2023/03/17/VTXS5LA4HNANFEJLIQ5LD72CP4/

전문가절반“챗GPT가첨삭한자소서,유료업체보다낫다”
https://naver.me/xLEkrKY8

[단독]카카오‘한국형GPT’베일벗었다…챗봇‘다다음’오픈베타시작
카카오브레인은AI챗봇서비스‘다다음’의오픈베타사용자모집을19일시작 https://naver.me/Gyy8WDov

[로봇]
큐렉소,美MS와AI수술로봇만든다
https://naver.me/5CpIVnD0

[행동주의(新가치주의)]
주주제안안건채택기업전년比2.5배급증…저평가해소될까
https://n.news.naver.com/mnews/article/015/0004822171?sid=101

삼성물산,3조원대자사주소각주주총회서결정
https://www.asiatoday.co.kr/view.php?key=20230317010009620

깐깐해진국민연금수탁위…KT주총'독립성첫시험대'
https://www.hankyung.com/economy/article/2023031771621

[SVB파산&전이]
[종합]UBS,10억弗에CS인수제안
→현재주가1.86CHF,주당0.25CHF에인수제안...
www.sedaily.com/NewsView/29N37ZENI4?OutLink=telegram
  
"UBS,'유동성위기'크레디트스위스인수협상중"
https://www.hankyung.com/finance/article/202303187934B

"퍼스트시티즌스등2곳,파산SVB인수검토중"
https://n.news.naver.com/mnews/article/001/0013822905?sid=101
  
[속보]美실리콘밸리은행모기업,뉴욕연방지법에파산보호신청
https://n.news.naver.com/mnews/article/021/0002561969?sid=101

퍼스트리퍼블릭,답이없다...주가33%폭락
https://naver.me/xoKn3P1P

애크먼“BoA가시그니처인수할것”…대형은행으로‘위험전염’경고 https://www.blockmedia.co.kr/archives/303582    
빌애크먼"퍼스트리퍼블릭구제,되레디폴트위험확산"
https://www.hankyung.com/finance/article/202303187870B

"뱅크런승자는비트코인맥시멀리스트"--폴리티코|블록미디어
https://www.blockmedia.co.kr/archives/303564

"美당국,SVB부실자산보유검토…인수자찾기걸림돌제거"
https://naver.me/Glm0Hkda

무디스,퍼스트리퍼블릭신용등급'정크'로강등
https://news.einfomax.co.kr/news/articleView.html?idxno=4258635

▶글로벌이슈:선진국(북미,유럽등)/해외주식 뉴욕증시,금융불안에반락마감...다우1.19%↓나스닥0.74%↓
https://mobile.newsis.com/view.html?ar_id=NISX20230318_0002231595

WarrenBuffettinContactWithBidenOfficialsonBankingCrisis
블룸버그피셜로뜬워렌버핏옹의은행구조조정논의
https://www.bloomberg.com/news/articles/2023-03-18/warren-buffett-in-contact-with-biden-officials-on-bankingcrisis?leadSource=uverify%20wall

美중형은행연합,향후2년간예금전액보증요청 →모럴해저드가...
https://naver.me/GItPBUKV

美경제'노랜딩'낙관론전복…"올해경기침체확률35∼65%"
https://www.hankyung.com/finance/article/202303187810B

미국의자아비판?"中에3000억弗관세폭탄,자해였다"
https://news.mt.co.kr/mtview.php?no=2023031711105320983

크레디트스위스,美주주들로부터소송직면…"재정문제은폐"
http://www.newsis.com/view?id=NISX20230317_0002230569

▶글로벌이슈:신흥국(EM/EEM/EWY)
‘달러패권도전’…중국,미국채보유량12년래최저
https://www.blockmedia.co.kr/archives/303639

美고강도제재무색…中화웨이“1만3000개부품,공급망교체완료”
https://naver.me/FxXAN2rm

[속보]中중앙은행"27일부로지준율0.25%포인트하향"
https://n.news.naver.com/article/057/0001729404?type=breakingnews&cds=news_edit

위안화0.14%절상고시…6.9052위안(1보)
http://news.einfomax.co.kr/news/articleView.html?idxno=4258532

北3일만에미사일도발에…미전략폭격기B-1B한반도전개
www.sedaily.com/NewsView/29N35QMA6N?OutLink=telegram
  
▶글로벌모니터링:경기침체/금리/물가인상
WSJ"퍼스트리퍼블릭급한불껐지만…시스템우려해소못해"
http://news.einfomax.co.kr/news/articleView.html?idxno=4258530

美2월경기선행지수11개월째하락…"SVB반영되면더부진할듯"
"미국경제,단기적으로침체빠질가능성유력"
https://news.einfomax.co.kr/news/articleView.html?idxno=4258610

"연준25bp금리인상이적절...속도너무늦추면불행해질것" https://www.blockmedia.co.kr/archives/303580      
▶국내경제일반/시장/제도/금융상품동향
[단독]통신·항공·방송,외국인지분한도푼다★
https://www.hankyung.com/economy/article/2023031771611

OECD,韓성장률또낮췄다
https://www.hankyung.com/economy/article/2023031772781

정부경제정책'무게추'…물가→경기로옮겨가나
https://www.hankyung.com/economy/article/2023031771561

글로벌빅테크구조조정파장…채용문걸어잠근한국IT업계
-페북ㆍ인스타"1만명더내보낼것"
-코로나이후높아진인건비여파
-영업익추락에대규모감원러시 -네이버ㆍ카카오등국내IT기업도
채용규모지난해보다대폭줄여
https://www.etoday.co.kr/news/view/2231410

▶합병/분할/최대주주변경/경영권분쟁/행동주의★매각/인수/합병
[시그널]"1조실탄확보"하이브,SM지분일부넘긴다
https://n.news.naver.com/mnews/article/011/0004168431?sid=101

▶자금조달/오버행:유무상증자,CB,BW,발행등 SK하이닉스,1년치규모회사채벌써발행
https://naver.me/5s34Pl6S

[메리츠금융지주] 주요사항보고서(자기주식취득신탁계약체결결정)
계약금액:400,000,000,000주 시작일:2023년03월17일 종료일:2024년03월15일 계약목적:주주가치제고 계약기관:삼성증권(SamsungSecuritiesCo.,Ltd.)NH투자증권(NHInvestment&SecuritiesCo.,Ltd.)

▶주요공시:시설투자,공급계약등


▶IPO/SPAC/지수편입일정
[단독]SK가키우는‘사피온’대표“내년에글로벌데이터센터에공급할것” https://naver.me/xfRLVV10
  
[신한제7호스팩] 주요사항보고서(회사합병결정) 합병대상:주식회사코어라인소프트 주요사업:의료영상소프트웨어의료기기사업 합병기일:2023년08월08일 매수청구가:상장예정일:2023년08월24일
합병비율:(주)코어라인소프트:신한제7호기업인수목적(주)=1:0.1878679

▶비상장투자/VC이슈
[FI손에달린IPO빅딜]PE에게받은높은밸류,독이든성배였다
http://m.thebell.co.kr/m/newsview.asp?svccode=00&newskey=202303021617268480107462
  
3조규모혁신성장펀드운용사는...신한·IBK·성장금융·한화각축
http://www.asiaa.co.kr/news/articleView.html?idxno=118580
  
▶정부2년차(정책주)일정및정치
"드디어벗는다"20일부터버스·지하철노마스크…이번주(20일~24일)주요일정 https://naver.me/FxXAvkCI

[속보]尹“한일,디지털전환·반도체·전기차협력여지매우커”
https://n.news.naver.com/article/022/0003793371?cds=news_media_pc&type=breakingnews

국교위,AI시대교육혁신방안검토…"미래교육방향논의"
https://www.newspim.com/news/view/20230317000600

[단독]금융위,'300%급등'에코프로압수수색…"미공개정보이용정황"
https://n.news.naver.com/article/448/0000400421

금융당국,증권사이자·수수료율개선TF출범
https://n.news.naver.com/article/648/0000014749?cds=news_myY

▶부동산/금융연결고리
우리단지엔4000평스케이트장이…개포는클라스가다르네[부동산360]
https://naver.me/53B64akK

'강남큰손'돈굴리던스타매니저,공모펀드진출왜?
https://www.hankyung.com/finance/article/2023031989081

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


★(돈)신기술산업:로봇/AI(인공지능)/챗봇GPT/디지털일상/양자암호/보안
'AI시대'최대수혜기업?…최종승자는이미정해졌다[성상훈의해외주식학개론]
AI최종승자는'엔비디아'인공지능학습시키려면GPU가필수인데엔비디아가90%점유율.
https://n.news.naver.com/mnews/article/015/0004822373?rc=N&ntype=RANKING&sid=101

[단독]구글vsMS`AI전쟁`…카카오는이걸선택했다 국내대표플랫폼기업카카오가둘중MS를선택
MS의클라우드서비스인'애저'를도입해카카오를포함한관계사의사업전반에AI를녹여넣기로했다 https://naver.me/GsOuyw8s

바이두챗GPT대항마출시,성능생각보다좋아…주가15%↑
https://www.news1.kr/articles/4985383

삼익THK,제2전성기시작…"올해매출3600억원달성한다"
http://www.thelec.kr/news/articleView.html?idxno=20209

★(돈)모빌리티-IRA/CRMA/2차전지/폐배터리/광물/자율주행/전장★증설/수주/넘버
테슬라,기가팩토리4생산목표연간100만대로상향
https://www.g-enews.com/article/Global-Biz/2023/03/2023031714195246999a1f309431_1

.테슬라,4680배터리파일럿플랜트확장
https://www.theguru.co.kr/news/article.html?no=51224

배터리·車업계,유럽연합판IRA초안공개되자"폐배터리재활용·원자재공급망다변화서둘러야" https://naver.me/GqsKk1mi

K-배터리,LFP진출예고…중국에도전장
https://n.news.naver.com/article/215/0001089243?lfrom=kakao

대영채비㈜,국토교통부주관'인도네시아원팀코리아수주지원단'참여
https://n.news.naver.com/mnews/article/215/0001089497?sid=001

★[돈]우주-항공우주/위성/스타링크/UAM/드론
4억원개인용'플라잉카'모습은..."2년내출시" https://naver.me/FRWe4TZQ

▶(돈)컨텐츠(엔터/웹툰/미디어/OTT)/플랫폼★데뷔,신작공개
美디즈니+구독자94%,"돈더내고광고없는요금제선택"
https://n.news.naver.com/mnews/article/374/0000327630?sid=101

▶Tech1:반도체/AI반도체/빅데이터/보안/클라우드/PC
삼성전자는지난해10월   '1년적용유예'를받긴
  
"삼성,美공장만들어라"압박하는데…'용인투자'속내는?[황정수의반도체이슈짚어보기] →미국정부는'128단이상'낸드플래시양산에생산되는장비의중국수출을막았다. 했지만당장올해10월연장여부도장담할수없다.그러면시안공장의가치는크게떨어지게된다. https://naver.me/xQNXkKrM

日반도체규제해제'속빈강정'…韓"대부분국산화"-ZD넷코리아 https://news.google.com/rss/articles/CBMiK2h0dHBzOi8vemRuZXQuY28ua3Ivdmlldy8_bm89MjAyMzAzMTcwOTU1NDTSAQA?
oc=5

▶Tech2:VR/XR/폴더블/OLED/디스플레이/가전/통신 “AR글래스가딱좋은데…”애플·구글AR글래스개발포기
https://naver.me/xI2kS1Ya

▶WEB3.0/STO/크립토파이낸스/CBDC]★제도화/법규/
[단독]하나증권,STO시장진출…금·은조각투자협의체만든다-머니투데이
https://news.mt.co.kr/mtview.php?no=2023031712503313387&type=1

"美'은행파산'수혜자는비트코인"…한주간37%급등
https://m.yna.co.kr/view/AKR20230319001600075

‘매서운크립토겨울’…지난해하반기가상자산시장영업이익80%↓
-2022년하반기가상자산시가총액19조원
-거래소영업이익2021년하반기1.6조→22년1274억
https://www.etoday.co.kr/news/view/2231791

▶게임출시일정&메타버스등★출시/CBT/신작일정
위메이드,中셩취게임즈등서‘미르2’손배액2597억원받는다
https://n.news.naver.com/mnews/article/018/0005445019?sid=105

▶소비트렌드2023(초극화시대):★품절/인상/00런
20일부터안써도되는데…“마스크안벗겠다”는사람왜이리많지
-대중교통서도마스크착용의무해제
-마트·역사내약국에서도안써도돼
-일반약국에서는기존대로마스크써야
-“다들벗을때가더위험”불안한심리
-외모신경쓰는청소년층도벗기꺼려
-“마스크세일할때사자”구매몰리기도
https://www.mk.co.kr/news/economy/10686920

[단독]중국국영면세점인천공항못들어온다...신라·신세계2곳,롯데1곳유력
https://v.daum.net/v/20230317145402945

명동이살아난다…“외국인손님밀려들어손짓발짓으로안내”
https://n.news.naver.com/mnews/article/005/0001594634?sid=101


명동올리브영5개매장'활기'
코로나이전과비교해도2배↑
https://v.daum.net/v/20230319103732463

부자들의고상한취미?'MZ'가뛰어들자확바뀌었다
#테크,#AI,#아트테크
http://bit.ly/3JqZK94

▶[G][태양광/풍력/원전/전력망/ESG] 세계1위풍력타워업체씨에스윈드,美캐파증설착수
https://www.etnews.com/20230316000223

재생에너지보급빨라…적절한출력제어안하면,블랙아웃올수도"
https://www.hankyung.com/economy/article/2023031988761

▶[G][방산]

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똥도약이된다?…바이오핫이슈‘마이크로바이옴’[남정민의붐바이오]
https://n.news.naver.com/mnews/article/015/0004822349?sid=105

[단독]빈살만,K-바이오에베팅한다…아스타에5억달러투자,이오플로우는실사中
https://n.news.naver.com/mnews/article/366/0000885879?sid=001

디지털의료제품안전규제·지원법나온다
https://v.daum.net/v/20230317142038629

▶에너지/곡물/원자재/스마트팜

▶건설/건자재/기계/항공/육운/해운운임
인도네시아공략나선원희룡…신수도청등각부처‘릴레이면담’
https://naver.me/FDX8Iapi

▶화학/정유/타이어/조선/철강 튀르키예복구시작하자…고철값40%'껑충'
https://naver.me/GMvlfQXV

출처 : NH투자증권 광화문PB1센터_김성민PM

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