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¡á ¹ÝµµÃ¼ ÀÌÀçÀ±(02-3770-5727)
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- »ó½Â: TEL +2.8%, ASE +0.8%, TSMC +0.6%
- Ç϶ô: Qualcomm -3.3%, Applied Materials -3.0%, Micron -2.8%
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ÀÎÅÚÀÇ ¹ÝµµÃ¼ 1À§ Żȯ Àü·« "ºÒȲ¿¡µµ ´õ ¸¹Àº SW¾÷ü Àμö"
- link: https://bit.ly/3Nbkpyi
ÀÎÅÚ, ½Å±Ô AI ¹ÝµµÃ¼ '°¡¿ìµð2' Ãâ½Ã¡¦¿£ºñµð¾Æ¿¡ µµÀüÀå
- link: https://bit.ly/39fJw3W
PSMC to fully utilize fab capacity over next 2 quarters
- link: https://bit.ly/3FAnPIe
¡á µð½ºÇ÷¹ÀÌ/ÀÌÂ÷ÀüÁö ±è±¤Áø(02-3770-5594)
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- »ó½Â: CATL +8.1%, Baoan +7.6%, TCL +6.4%
- Ç϶ô: UDC -6.2%, Sumitomo -4.2%, Panasonic -1.9%
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¡°Çö´ëÂ÷, Ú¸¿¡ Àü±âÂ÷°øÀå ÃßÁø¡±
- link: https://bit.ly/3wcsGuQ
Æø½º¹Ù°Õ, 1Q ¿µ¾÷ÀÍ 5¾ï1300¸¸À¯·Î¡¦Àü±âÂ÷ 5¸¸3400´ë ÆÈ·È´Ù
- link: https://bit.ly/3wkq91F
¡á Àü±â/ÀüÀÚ ¹é±æÇö(02-3770-5635)
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- »ó½Â: Sunny Optics +4.6%, Electrolux +0.0%
- Ç϶ô: Whirlpool -6.4%, Apple -5.2%, Qorvo -4.2%
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Ä«¸Þ¶ó, ½º¸¶Æ®Æù ³Ñ¾î ó³ÀÇ ´«ÀÌ µÇ´Ù¡¦ 54ð¼ ½ÃÀå ¼±Á¡ °æÀï Ä¡¿
- link: https://bit.ly/3Pdoh3w
Sony, Nintendo expect lower profits amid supply chain constraints
- link: https://s.nikkei.com/3w3RuWR
¡á ÈÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)
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- »ó½Â: BASF +2.2%, ExxonMobil +2.1%, DuPont +0.1%
- Ç϶ô: Formosa Plastics -1.4%, Reliance -1.0%, LUKoil -0.8%
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LG¿£¼Ö, µ¶ÀÏ ¼¼°èÃÖ´ë ESS Àü½Ãȸ Âü°¦LFP ¹èÅ͸® ½ÃÁ¦Ç° ¼±ºÄ
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- link: https://bit.ly/3wijlBP
TotalEnergies, Duke Energy Win Carolina Long Bay Offshore Wind Leases
- link: https://bit.ly/3kZLhVK
Idemitsu exits Cigar Lake joint venture
- link: https://bit.ly/39fHK2M
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¡á ö°/±Ý¼Ó/ÀÚµ¿Â÷ ÀÌÇö¼ö(02-3770-5718)
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- »ó½Â: Nippon Steel +6.9%, ArcelorMittal +3.6%, Baoshan +1.0%
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- »ó½Â: BYD +8.3%, Mercedes-Benz +4.5%, Volkswagen +2.7%
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- link: https://bit.ly/3M6WuzA
Æø½º¹Ù°Õ 2022³â 1ºÐ±â ½ÇÀû ¹ßÇ¥, ¼ø¼ö Àü±â SUV ID.4, 1ºÐ±â Àü±âÂ÷ ÆǸŠ¼ºÀå °ßÀÎ
- link: https://bit.ly/3M9iLNm
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- link: https://bit.ly/3L65rYE
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- link: https://bit.ly/3N7Gnls
¡á °Ç¼³/°ÇÀÚÀç ±è±â·æ(02-3770-3521)
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- »ó½Â: Technicas +3.7%, Fluor +2.6%, Saipem +2.1%
- Ç϶ô: Chiyoda -3.1%
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¡á Åë½Å¼ºñ½º/ÁöÁÖȸ»ç ÃÖ³²°ï(02-3770-5604)
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- »ó½Â: AT&T +0.4%
- Ç϶ô: Plug Power -14.4%, Siegfried -0.9%, Verizon -0.5%
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- link: https://bit.ly/37xWYjg
BTS ÆÒ Ç÷§Æû ¸¸µç ½ºÅ¸Æ®¾÷ CJ°¡ 224¾ï ÅõÀÚ, 2´ë ÁÖÁÖ·Î
- link: https://bit.ly/3w1XIGT
¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)
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- »ó½Â: EA +8.0%, Tencent +2.7%, Activision Blizz +0.7%
- Ç϶ô: Paypal -4.5%, Meta Platforms -4.5%, Salesforce -3.5%
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- link: https://bit.ly/3FR9xDj
¡á ÈÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)
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- »ó½Â: Loreal +4.8%, LVMH +4.3%, Kering +3.8%
- Ç϶ô: YSG -2.0%, P&G -1.4%, Shanghai Jahwa -0.2%
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- »ó½Â: Philip Morris +4.8%, Asahi +1.0%, Ajinomoto +1.0%
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LG»ýÈ°°Ç°, 1ºÐ±â ÀÌÀÍ '¹ÝÅ丷'¡¦ñé Äڷγª ÀçÈ®»ê 'Á÷°Ýź'
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- link: https://bit.ly/3FEPqI0
¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)
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- »ó½Â: Dufry +2.3%
- Ç϶ô: Macy's -8.9%, Coupang -8.6%, Nordstrom -6.2%
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[´Üµ¶] ¿©Àǵµ IFC Àμö ¿ì¼±Çù»ó´ë»óÀÚ¿¡ ¹Ì·¡¿¡¼ÂÀÚ»ê¿î¿ë
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- link: https://bit.ly/3FEMfQH
¡á ÀºÇà/Áõ±Ç/º¸Çè Á¤ÅÂÁØ(02-3770-5585)
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- »ó½Â: Credit Suisse +1.6%, Swiss Re +1.2%
- Ç϶ô: MUFG -2.9%, Morgan Stanley -1.7%, Goldman Sachs -1.2%
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