모닝브리핑

모닝브리핑

 

나스닥 0.6% 하락… 기술, 소매 약세에 5연승 행진 중단[뉴욕마감]
https://www.news1.kr/articles/5238394
 
국제유가 혼조세…WTI 0.08%↓
https://www.etoday.co.kr/news/view/2304500
 
일본 "북한, 탄도미사일 가능성 물체 발사"… 경보 발령했다 해제
https://newsis.com/view/?id=NISX20231121_0002530142
 
한덕수 총리 주재 임시 국무회의...9·19 군사합의 효력정지 의결할 듯
https://www.dailian.co.kr/news/view/1297854
 
한-영 “안보·경제 협력 강화”…30여 건 MOU 체결 예정
https://news.kbs.co.kr/news/pc/view/view.do?ncd=7823454
정부, 英과 원전 협력 확대…FTA 개선 협상도 재개
https://biz.sbs.co.kr/article/20000145154
 
[단독] 한덕수 총리 “부산엑스포, 승산 있다…‘막꺾마’가 우리 강점’”
https://www.mk.co.kr/news/politics/10880380
 
전기차 배터리 인증제 도입 관련 업계 간담회…국토부 "폭넓은 의견수렴"
https://www.newspim.com/news/view/20231121001002
 
[단독] 지능형 사기범죄 통합관리 경찰청 컨트롤타워 만든다
https://www.mk.co.kr/news/society/10880251
 
서울시-중국대사관 “관광 교류 2000만명 시대 연다”
https://www.donga.com/news/Society/article/all/20231122/122291035/1
 
국회입법조사처, 오늘 ‘지방소멸위기’ 정책 세미나
https://news.kbs.co.kr/news/pc/view/view.do?ncd=7823420
 
윤 대통령, 내달 대규모 개각 나설 듯…한동훈 '주인공 효과' 안배 관측
https://www.news1.kr/articles/5238262
 
한동훈 장관 24일 울산에…총선 민심 다지기?
https://www.iusm.co.kr/news/articleView.html?idxno=1028242
한동훈·원희룡·이복현… 與 “총선 필승 ‘어벤저스 출동’”
https://news.kmib.co.kr/article/view.asp?arcid=0924331264
[단독] 세 결집 나선 이준석, 26일 ‘천아용인’과 대구 간다
https://www.seoul.co.kr/news/newsView.php?id=20231122004007
 
'메가서울' 이어 '1기신도시 특별법'으로 수도권 표심 겨냥한 與
https://www.fnnews.com/news/202311211617339696
 
이재명, '3만원 교통패스' 정책 간담회… 청년 표심 공략
https://www.yna.co.kr/view/AKR20231121139700001
 
[모닝픽] LG전자, 레벨3 전기차 충전기에 테슬라 NACS 채택
https://www.g-enews.com/article/Industry/2023/11/202311220400025545e8b8a793f7_1
 
오픈AI오픈 AI 이사회, 올트먼과 복귀 협상 중…MS는 오픈 AI 직원 회유 “동일 보수 주겠다”
https://biz.chosun.com/it-science/ict/2023/11/22/3ORSA4CNMBGYJDC2QKYOGH25MY/
 
엔비디아 호실적에도 中판매 금지로 전망 하향, 시간외서 1%↓(종합)
https://www.news1.kr/articles/5238386
 
이스라엘, 북부 국경서 헤즈볼라와 제2전선 형성
https://www.seoul.co.kr/news/newsView.php?id=20231122012004
 
젤렌스키 "우크라, EU 될 것"…가입 탄력 붙나
https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202311210208
 
수자원공사, 내년부터 헤르손주 3.5만명에 인도적 식수지원
https://www.sedaily.com/NewsView/29XBMT9UG2
 
中·사우디, 9조원 규모 통화스와프 체결
https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202311210212
 
WHO 규제국장 “식약처 백신 규제환경 우수… 타국에 적용검토”
https://www.ebn.co.kr/news/view/1600951
 
일본, '병원 이송 사태 초래' 젤리형태 대마 유사 성분 규제
https://www.yna.co.kr/view/AKR20231121147200073
 
美 최대 규모 리튬 매장지, 네바다서 발견
https://www.theguru.co.kr/news/article.html?no=62898
 
‘로봇개’ 뛰어다니고 자율주행이 부품 날라…여기 ‘공장’ 맞나요?
https://www.mk.co.kr/news/business/10880526
 
[단독] 국토부·대우건설, GTX-B 협상 완료…내년 착공 가시화
https://news.mtn.co.kr/news-detail/2023112117282558284
 
[단독] "덜 유해" 맞나…식약처, 궐련형 전자담배 성분 다시 본다
https://biz.sbs.co.kr/article/20000145131
 
[단독] 몸값 낮춘 폐기물 스타트업 수퍼빈, 2500억 기업가치에 250억 투자 유치 추진
https://biz.chosun.com/stock/stock_general/2023/11/21/MWTMDMPA45EOLOT3Z55IU4CZRA/
 
총선 출마설에 춤추는 한동훈·조국 테마주
https://www.chosun.com/economy/money/2023/11/22/K56ZSHUQI5BCZCANXDQ47RE3DU/
 
[단독] "영풍제지 주가조작 주범, 범죄수익 '1천억' 이미 빼돌려"
https://news.jtbc.co.kr/article/article.aspx?news_id=NB12153150
 
서울 지하철 노사 극적 타결…오늘 정상 운행
https://news.sbs.co.kr/news/endPage.do?news_id=N1007432895
 
[11월22일자] 비즈니스포스트 아침의 주요 기사
https://www.businesspost.co.kr/BP?command=article_view&num=333795
메트로신문 11월 22일 한줄 뉴스
https://www.metroseoul.co.kr/article/20231122500002
[오늘 아침 신문] '미성년 자녀' 둔 기혼여성 60% "돈 벌러 갑니다"
https://imnews.imbc.com/replay/2023/nwtoday/article/6545833_36207.html
 
[오늘 날씨] 첫눈 온다는 ‘소설’⋯맑고, 낮동안 포근
https://www.mstoday.co.kr/news/articleView.html?idxno=86498
 
[종목이슈] 스마트레이더, 테슬라 넘어 아마존 차세대 드론용 레이더 납품
https://inews24.com/view/1656746
 
'최소 6조' 대어 HMM 본입찰 하루 앞…"헐값 매각 안돼" 유찰 가능성
https://www.news1.kr/articles/5237658

'최소 6조' 대어 HMM 본입찰 하루앞…"헐값 매각 안돼" 유찰 가능성

 

https://n.news.naver.com/mnews/article/014/0005104058?sid=100

[종합] 북한, 정찰위성 기습발사..9·19군사합의 정지될 듯

 

NVDA 가 시간외에서 1% 이상 하락하면서 온갖 부정적인 해석이 많은 듯합니다. 다만 중국 수출 이슈는 한국 기업들하고 상관관계도 높지 않고, 미국 증시에서 street consensus가 한국처럼 세론을 만드는 지도 의문입니다. 주가는 숨 고르기 정도 아닐까요?

실적만 놓고보면 Data Center의 매출이 반기만에 지난 연간 온기 수준을 넘어섰습니다. 계속 100% 성장이 이어지긴 어렵겠지만 글로 벌리 $1T  아니, $100b 이상  대형주  중에서 이 정도 성장률을 보여주는 기업이 있나요? 저는 Global AI 섹터의 성장은 여전히 'On going'이라고 해석하고 접근하려고 합니다.