[24년 4월 29일] 개장전 주요 뉴스

✅ 글로벌 경제/증시

🔸뉴욕증시, 견조한 물가에도 빅테크 실적파워…나스닥 2%대↑ 마감
https://www.yna.co.kr/view/AKR20240427008700009

🔸'연준 선호' 美 근원 PCE 물가 전년대비 2.8%↑…2% 후반서 정체
https://www.yna.co.kr/view/AKR20240426157952072

🔸AI 열풍에 전력증설용 수요 폭발…구리값 1만弗 '터치'
https://www.hankyung.com/article/2024042825091

🔸"러시아, EU 수송 가스시설 공격"…우크라도 정유소 공습 맞불
https://www.yna.co.kr/view/AKR20240427040552080


✅ 해외 산업/기업/종목

🔸美 증시 '시총 2조달러' 기업 첫 4개…MS·애플·엔비디아·알파벳
https://view.asiae.co.kr/article/2024042809282972289

🔸애플, 오픈AI와 동맹 맺을까?…iOS18에 AI 업데이트 협상 돌입
https://www.mk.co.kr/news/it/11001607

🔸테슬라, 中 데이터 안전검사 통과…완전자율주행 청신호
https://www.yna.co.kr/view/AKR20240428037852009

🔸中, 8세대 OLED 투자 본격화… 모바일 이어 IT용 OLED도 韓 맹추격
https://n.news.naver.com/mnews/article/366/0000988749


✅ 국내 증시/산업/기업

🔸이재용 삼성전자 회장, 獨 자이스 방문…파운드리 협력 논의
https://www.thelec.kr/news/articleView.html?idxno=27490

🔸"메모리 슈퍼사이클 온다"…SK하이닉스, 추가투자 검토 착수
https://www.sedaily.com/NewsView/2D8370P8AU

🔸낸드에도 AI 볕 든다...SK하이닉스 '기업용 SSD' 공략 속도
https://www.bloter.net/news/articleView.html?idxno=615499

🔸2026년 양산위해…삼성전기, LPKF·켐트로닉스와 유리기판 동맹
https://www.sedaily.com/NewsView/2D829O2IT5

🔸현대차·기아 1분기 합산 영업익 7조원 육박…역대 2번째 실적
https://www.yna.co.kr/view/AKR20240426123000003

🔸현대차·기아, 바이두와 中커넥티드카 동맹 강화
https://www.mk.co.kr/news/business/11002019

🔸"K뷰티, 한철 트렌드 아닌 문화로"…화장품 수출 선봉장 실리콘투
https://www.hankyung.com/article/2024042823451

🔸편의점, 전기차 충전 핵심 거점된다…연내 900여점 넘길 전망
https://www.etnews.com/20240426000152

🔸"하이브 연봉 1위는 민희진…노예 계약 없다" 정면 반박 나선 하이브
https://view.asiae.co.kr/article/2024042617342027885

🔸HD현대마린솔루션, 일반청약 '25조' 몰렸다…경쟁률 255.8대 1
https://news.mt.co.kr/mtview.php?no=2024042616451750109

🔸MBK파트너스, 커넥트웨이브 공개매수 추진…주당 1만8000원
https://news.mt.co.kr/mtview.php?no=2024042818150299519


✅ 정책/정부/정치

🔸밸류업 가이드라인 2일 공개…공시방법·세제지원 그림 나온다
https://n.news.naver.com/mnews/article/018/0005726433

🔸'420조 슈퍼리치' UAE 대통령, 내달 중순 한국 온다
https://www.sedaily.com/NewsView/2D836YDB37


✅ 사회/기타

🔸[날씨] "더위 한풀 꺾인다"…전국 대체로 흐리고 '비'
https://www.youthdaily.co.kr/news/article.html?no=151316

 

 

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"AI는 돈이 된다"…MS, 1분기에만 30조원 남겨 
https://news.mt.co.kr/mtview.php?no=2024042610104948327
애플, 오픈AI와 동맹 맺을까?…iOS18에 AI 업데이트 협상 돌입 AI 챗 봇 : 이수페타시스, 한글과컴퓨터, 에스피소프트, 폴라리스AI
https://naver.me/xkIlt61X
[단독] "메모리 슈퍼사이클 온다"…SK하이닉스, 추가투자 검토 착수
https://www.sedaily.com/NewsView/2D8370P8AU
블룸버그는 2024년 AI GPU 매출을 예측: 엔비디아 400억 달러, AMD 35억 달러, 인텔 5억 달러 彭博社预测 2024 年 AI GPU 销售额：英伟达 400 亿美元、AMD 35 亿美元、英特尔 5 亿美元
https://m.ithome.com/html/764705.htm
TSMC는 CoWoS 패키징 기술을 업그레이드하고 2027년에 12개의 HBM4E 스택 120x120mm 칩을 출시할 계
획
台积电升级 CoWoS 封装技术，计划 2027 推出 12 个 HBM4E 堆栈的 120x120mm 芯片 - IT之家
https://m.ithome.com/html/764695.htm
IBM은 북미 반도체 패키징 및 테스트 요구 사항을 충족하기 위해 캐나다 공장을 확장하는 데 1억 8,700만 캐 나다 달러를 지출
IBM 斥资 1.87 亿加元扩建加拿大工厂，满足北美半导体封测需求 - IT之家
https://m.ithome.com/html/764729.htm
▶ 글로벌 이슈 : 선진국(북미, 유럽 등) / 해외주식/매그니센트7 엔비디아 6.18% 급등, 필라델피아반도체지수 2.61%↑(종합) https://naver.me/Fx9T4Qc0
빅테크 호실적에 강한 반등...나스닥 2.03% S&P 1.02%
https://m.mt.co.kr/renew/view.html?no=2024042705065180774
BoA "우리는 AI를 믿는다"…다음주 3대 이벤트 [김현석의 월스트리트나우] https://www.hankyung.com/article/202404270899i
트럼프, 경합주 7곳 중 6곳 바이든에 앞서
트럼프 전 대통령은 경합주 7 곳 가운데 위스콘신, 펜실베이니아, 네바다, 노스캐롤라이나, 조지아, 애
블룸버그 뉴스와 모닝 컨설트가 지난 24일 공개한 7개 경합주 설문 조사에서 트럼프 전 대통령은 49%의 지 지율로 43%에 머문 바이든 대통령을 앞섬 특히 
리조나 등 6 곳에서 우위를 점함
https://www.voakorea.com/a/7586302.html
美, 자국 내 中통신사 광대역 서비스 금지
http://www.newspim.com/news/view/20240426000268
Exclusive: Tesla CEO Elon Musk kicks off surprise trip to Beijing, sources say
https://www.reuters.com/business/autos-transportation/elon-musk-heading-china-visit-teslas-second-big gest-market-sources-say-2024-04-28/
 머스크, 전용기 타고 '깜짝' 방중…자율주행시스템 승인 촉구하나
https://www.news1.kr/articles/?5399218
▶ 글로벌 이슈 : ASIA/EM/EEM/EWY
중국판 '슈퍼 301조'… 美에 무역보복
https://www.mk.co.kr/news/world/11002316
[속보] 일본은행 금리 0~0.1% 동결…달러당 155.64엔
ttps://n.news.naver.com/mnews/article/421/0007506257?rc=N&ntype=RANKING&sid=101
달러-엔, 158엔도 돌파…1990년 이후 처음(상보) 
- 엔화 발 통화위기가 올 수도 있다고 블룸버그통신 26일(현지시간) 보도
우에다 가즈오 BOJ 총재는 앞서 아시아 거래 후반께 진행된 기자회견에서 당분간 통화완화 여건을 유지한 다는 방침을 거듭 밝히며 엔화 약세를 용인하는 발언을 했다.
https://news.einfomax.co.kr/news/articleView.html?idxno=4307582
'월~금' 지갑 얇은 MZ들이 더 찾는다…중국식당 '거지메뉴' 확산 https://cm.asiae.co.kr/article/2024042613505296584
한중 관계 개선되나…조태열 외교장관, 다음달 한중일 정상회의 전 방중 추진
http://www.sedaily.com/NewsView/2D837VE1X0?OutLink=telegram
[단독] '420조 슈퍼리치' UAE 대통령, 내달 중순 한국 온다
#방산 #원전
http://www.sedaily.com/NewsView/2D836YDB37?OutLink=telegram
▶ 글로벌모니터링 :  지정학적 이슈/불확실성, 금리, CPI 등 빌 그로스 "기술주, MS 외에 다 팔아야…美 GDP 부진에 채권도 의문"
https://news.einfomax.co.kr/news/articleView.html?idxno=4307464
77
하마스 "이스라엘 휴전 협상안 검토 중"
https://news.sbs.co.kr/news/endPage.do?news_id=N1007627252&plink=TOPHEAD&cooper=SBSNEWSMA IN
이스라엘, 새 휴전협상 관련 전쟁 종식 논의 첫 시사
https://biz.heraldcorp.com/view.php?ud=20240428050149
▶ 국내 경제일반(환율/국고/외인동향)/경제지표/제도/금융상품 동향
▶ 합병/분할/최대주주변경/경영권분쟁/★ 매각/인수/합병/행동주의 MBK파트너스, 커넥트웨이브 공개매수 추진…주당 1만8000원
https://naver.me/xc94swjp
M&A 먹잇감 된 아시아나 화물사업, 본입찰 참여 3곳 모두 사모펀드가 대주주
https://biz.newdaily.co.kr/site/data/html/2024/04/26/2024042600163.html
신세계그룹, SSG닷컴 ‘1兆’ 투자금 두고 어피너티 등...
https://cbiz.chosun.com/svc/bulletin/bulletin_art.html?contid=2024042801529
▶자금시장 : 조달/오버행/ 유무상증자/ CB, BW 발행
▶ 기업밸류 프로그램 관련 : 주주환원/자사주소각/배당 등
▶ 주요 공시  : 분기실적 효성티앤씨(298020) 잠정실적(연결)
[영업이익] 761 억원
(최근 4분기 중 최대)
  QoQ(%) 162.4
  YoY(%) 9.7
  컨센대비(%) 51.2
[PER(연율)] 6.8
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20240426800758
▶ 주요 공시 : 시설투자, 공급계약(해지 등) 등
▶IPO/ETF/SPAC/ 편입일정(MSCI / FTSE /코200, 코150 등)
'韓 최초 민간로켓 발사 성공' 이노스페이스, 코스닥 상장예비심사 통과
https://n.news.naver.com/article/003/0012516769?sid=103
[공모주달력]노브랜드·에스오에스랩, 수요예측 진행
https://news.bizwatch.co.kr/article/market/2024/04/26/0031
 HD현대마린솔루션 1일차 청약증거금 1.2조
https://marketinsight.hankyung.com/article/202404257078r
▶비상장투자 / VC/ PEF
▶정부정책 & 정치 정부, 500억 이상 R&D 예타 폐지 추진
http://www.sedaily.com/NewsView/2D8387ZRKY?OutLink=telegram
▶ 부동산/PF/리츠/금융(예대)
[단독]가양동 CJ 부지, 5년 공회전에 年이자만 1000억대…"용도변경해도 매각 힘들 듯"
https://m.sedaily.com/NewsView/2D829NJ3IY#cb
"1천900조로 불어난 기업대출…리스크는 글로벌 금융위기 수준" | 연합뉴스
https://m.yna.co.kr/view/AKR20240427040000002
"재건축 분담금 감당 어려워요"…서울 동북권 아파트값 하락세 https://v.daum.net/v/20240426060030800
새 아파트 1년새 17% 뛰었다… 분양가상한제 단지 쏠림 심화
https://v.daum.net/v/20240426055317587
SH공사, 청년·신혼부부 서울리츠 행복주택 304가구 공급
https://v.daum.net/v/20240426054917540
'총선 후' 아파트 청약러시…중소 브랜드 몰린 지방은 미달, 미달, 미달
https://v.daum.net/v/20240426051701244
"반포로 하자" "우린 목동"…내 맘대로 아파트 '택갈이' 문제없다?[부릿지]
https://v.daum.net/v/20240426051005216
"우리 단지부터 시작합시다"…1기 신도시 정비 '시동'
https://v.daum.net/v/20240426050038968
"넓은 집은 돈 많이 들어요"...'귀한 몸' 된 소형 아파트 https://v.daum.net/v/20240426050008915
스트레스DSR에도… 서울 아파트 거래 31개월 만에 최다
https://v.daum.net/v/20240426040013517
청년 10명 중 4명 "주거비 지출 부담 가장 크다"
https://v.daum.net/v/20240426045126879
------------------------[ 돈 될 섹터 ] ------------------------------
★ 신성장산업 : LLM/생성형AI/멀티모달/OnDeviceAI "AI 신약개발 대항마"…엔비디아 '바이오니모' 살펴보니
https://www.newsis.com/view/?id=NISX20240426_0002715261&cID=10434&pID=13200
"AI로 신약 개발하면 환자·기업에 모두 도움…바이오 혁신"
https://news.mt.co.kr/mtview.php?no=2024042611091977849
"신선한 바람 일으켜라" 스핀 오프 퇴사자에 특명 전한 LG전자 조주완 https://www.sedaily.com/NewsView/2D8371OR9E?OutLink=telegram
네이버, ‘하이퍼클로바X’ 경량화 AI ‘HCX-DASH’ 선봬
http://www.thelec.kr/news/articleView.html?idxno=27476
★ Tech1 : AI반도체/HBM/IP/팹리스/DSP/ASIC/데이터센터 /클라우드/PC
 2분기 낸드 가격 18% 상승 예상
http://www.thelec.kr/news/articleView.html?idxno=26923
SK하이닉스, 내년 HBM4 출시한다…삼성보다 빠르다 
https://daily.hankooki.com/news/articleView.html?idxno=1078424
SK하이닉스의 20조 투자 자신감 '엔비디아 선급금'
http://m.thebell.co.kr/m/newsview.asp?svccode=00&newskey=202404251412050320108994
곽노정 SK하이닉스 사장의 'HBM 베팅'은 성공할까 
https://news.mt.co.kr/mtview.php?no=2024042613340232862&cast=1&STAND=MTS_P
[단독] 삼성전자, 美 GPU 엔지니어 채용 나서...엑시노스 부활 신호탄
https://www.theguru.co.kr/news/article.html?no=70122
TSMC, 삼성·인텔 추격에 '가성비' 공정…"최대 8.5% 저렴"
https://www.newsis.com/view/NISX20240426_0002714603
차세대 패키징 시장, 2.5D가 핵심…SK하이닉스도 "HBM 위해 공부 중"
https://naver.me/5SykcChr
[단독] 2026년 양산위해···삼성전기, LPKF·켐트로닉스와 유리기판 동맹
#켐트로닉스, 아이씨디, HB테크놀러지, 와이씨켐, 필옵틱스, 제이앤티씨
(https://v.daum.net/v/20240426170022048)
AI 반도체 시대, 또 다른 게임 체인저…‘유리 기판’ 전쟁
(https://v.daum.net/v/20240427210300374?sn=123)
★ [G] 전력인프라/변압기, 송배전/ 신재생 : 원전,태양광,풍력,수소 전기차·재생에너지 뜨니 구리값이 `금값`…공급 부족에 2년만에 최고가
#대원전선, 제룡산업, 가온전선, 일진전기 세명전기, 대한전선, 제일전기공업, KBI메탈, 광명전기, LS
ELECTRIC
(https://v.daum.net/v/20240426192219471?sn=123
Texas Grid Issues Notice Ahead of Potential Emergency Next Week
텍사스 전력망, 다음 주 잠재적 비상사태에 앞서 공지 사항 발표
텍사스 전력망 운영자는 다음 주 초에 전력 예비량 부족으로 인한 비상 사태가 발생할 수 있다고 경고. 텍사스 전기 신뢰성 위원회는 금요일 중부 표준시 기준 4월 29일 오후 7시부터 5월 1일 오후 9시까지 전력 망의 예비력이 부족할 수 있으며, Ercot은 계획된 발전소 정전을 연기하거나 취소하고 약 2,800메가와트까지 가용 공급을 강화해야 할 수도 있다고 밝혔다.
Ercot은 다양한 시나리오에 대한 분석을 바탕으로 경고를 발령하지만, 예상되는 전력 부족을 반영하지는 않 는다. 이 그룹은 이번 달에도 비슷한 잠재적 비상 사태에 대해 경고했으며, 그리드가 궁극적으로 그 부족을 피했지만 현물 전력 가격은 긴박한 상황을 반영하여 메가 와트시당 4,000 달러 이상으로 급등했다.
텍사스 전력망은 2021년 2월, 극심한 날씨로 인해 며칠 동안 수백만 명이 정전되고 200명 이상이 사망하는 등 취약한 것으로 드러났다. 이후 더운 날씨에 전력 소비가 급증하면서 스트레스의 징후가 나타나기 시작했 고, 지난 두 여름 동안 거의 20배에 달하는 기록을 세웠다.
이 시기에는 이른 더위로 인해 수요가 증가하는 반면 여름철 냉방 시즌을 대비한 정기 유지보수로 인해 공급 에 차질이 생기므로 전력망 상황이 빠듯할 수 있다. 특히 저녁 시간대는 태양광 발전이 중단되고 다른 공급 이 증가해야 하기 때문에 전력 부족에 특히 취약하다.
https://www.bloomberg.com/news/articles/2024-04-26/texas-grid-warns-of-possible-power-emergency-e arly-next-week?srnd=markets-vp&sref=5NnzNVbE
“풍력 발전기 속의 데이터센터” AI용 기후 중립 인프라로 주목 
https://news.google.com/rss/articles/CBMiJWh0dHBzOi8vd3d3Lml0d29ybGQuY28ua3IvbmV3cy8zMzUwM zHSAQA?oc=5
★ 신성장산업 : 로봇/AMR/자율주행/양자기술/보안/뉴럴링크...
[베타 기획] AI 다음물결은 로봇? 인간형 '휴머노이드 로봇' 선점이 필요한 이유 
https://news.google.com/rss/articles/CBMiMWh0dHBzOi8vd3d3LmJldGFuZXdzLm5ldC9hcnRpY2xlLzE0NjU yODU_bWFpbl9ib3jSAQA?oc=5
'커넥티드카 공략' 현대차·기아, 中 바이두와 MOU
https://v.daum.net/v/20240428103654351
★[G] 大우주항공/방산/국방비 - 항공우주/위성/스타링크/UAM/드론 中 전기차업체 샤오펑 "플라잉카 올해 4분기 예약판매" 드론 : 한화시스템, 서연이화
 (https://v.daum.net/v/20240427161204839?sn=123)
▶애플비전프로/XR/VR/메타버스/OLED/폴더블/가전/통신/결제/보안
삼성 원UI 6.1.1, ‘영상 AI’ 기능 탑재 전망 https://v.daum.net/v/20240426141804550
▶ 비트코인(4월 반감기)/STO(증권토큰)/WEB3//CBDC] ★ 제도화/법규
▶ 모빌리티 - FEOC/IRA/2차전지/리튬/광물/초전도체/폐배터리/보조금
중국 내 전기차 판매가 유럽과 미국을 앞서고 있으며, 올해 100개의 새로운 모델이 출시될 예정 
https://www.irishtimes.com/business/2024/04/26/ev-sales-in-china-are-accelerating-ahead-of-europe-and
-the-us-with-100-new-models-to-launch-this-year/
 리비안 6%-니콜라 7%, 테슬라 제외 전기차 일제↑(상보)
(https://www.news1.kr/articles/5398599
폴스타 전기차에 韓배터리 탑재·현지 생산…"최적 파트너"
http://www.sedaily.com/NewsView/2D83766RBQ?OutLink=telegram
[1보] 기아 1분기 영업이익 3조4천257억원…작년 동기 대비 19.2%↑
https://www.yna.co.kr/view/AKR20240426090000527
기아 "전기차 어려움에도 제값 받기 지속...연초 목표 유지"
http://www.newspim.com/news/view/20240426000826
기아 "EV3 6월 양산 예정…가격도 공개"
http://www.newspim.com/news/view/20240426000831
▶ 게임 출시 일정★ 출시/CBT/신작일정 데브시스터즈, '쿠키런: 모험의 탑' 6월 26일 출시 확정
http://www.inews24.com/view/1713039
▶ 플랫폼 미디어 그리고 엔터  (★데뷔, 신작공개)
 네이버 ‘라인(Line)' 일본정부의 지분 매각 압력에 위기 직면
http://www.newstown.co.kr/news/articleView.html?idxno=604444
▶ 소비트렌드2024(초양극화시대) : ★폼미쳤다/육각형/가격인상/초저가
"중국인들 더 몰려오겠네"…한국 '인기 많은 이유' 있었다
https://naver.me/xaoikKLZ
 '범죄도시4', 개봉 5일째 400만 관객 돌파…2024년 최단 흥행 속도
https://v.daum.net/v/20240428163920573
▶글로벌 제약, 바이오 / 의료기기 등 (수출입데이터, 학회 일정 체크, 비만, AI항암) 브릿지바이오 "폐섬유증 신약 BBT-877, 연간 로얄티 1조 이상 기대"
http://www.newspim.com/news/view/20240426000586
[보로노이]
투자판단관련주요경영사항
제목 : 고형암(폐암, 흑색종, 대장암 등) 치료를 위한 경구용 인산화효소 저해 물질 기술이전(License-Out,
L/O) 계약 해지 및 권리 반환
(http://dart.fss.or.kr/report/viewer.do?rcpNo=20240426900771&dcmNo=9920356&eleId=0&offset=0&len gth=0&dtd=HTML)
▶ 에너지/귀금속/원자재/곡물
AI 열풍에 전력증설용 수요 폭발…구리값 1만弗 '터치'
https://www.hankyung.com/article/2024042825091
▶건설(건자재)/기계/항공/육운/해운운임 (가격인상) 글로벌 해운운임 8주만에 1900선 복귀…4주째 상승
https://n.news.naver.com/article/421/0007506859?sid=101
예멘 후티 반군 "홍해서 영국 유조선 미사일로 공격
https://n.news.naver.com/article/421/0007507423?sid=104
▶정유/화학(타이어)/조선/철강/상사 - with 트럼프
[컨콜] 에쓰오일 "중동 리스크 영향 제한적…SAF 공장 건설 검토 중"
https://www.newsworks.co.kr/news/articleView.html?idxno=751247