[種目]해외주식 뉴스모음 (2024-09-18)

○ 해외주식 뉴스모음 (2024-09-18)

▪️(MSFT) BlackRock, Microsoft, Nvidia가 팀을 이뤄 300억 달러 규모의 AI 인프라 펀드를 출시 (SA (https://seekingalpha.com/news/4150457-blackrock-microsoft-nvidia-team-up-to-launch-30b-ai-infrastructure-fundhttps://seekingalpha.com/news/4150457-blackrock-microsoft-nvidia-team-up-to-launch-30b-ai-infrastructure-fund)) :   이 펀드는 증가하는 인공지능 수요를 충족하기 위해 데이터 센터와 에너지 프로젝트를 구축하는 데 사용됩니다. BlackRock에 따르면 , 이 파트너십은 처음에는 투자자, 자산 소유자 및 기업으로부터 향후 300억 달러의 사모펀드 자본을 모집할 예정이며, 부채 자금을 포함하면 총 투자 잠재력이 최대 1000억 달러에 달할 것이라고 합니다.

▪️(MSFT) 웰스파고, 마이크로소프트 AI 서비스 '웨이브2' 핵심 촉매로 주목 (SA (https://seekingalpha.com/news/4150329-microsofts-ai-service-copilots-wave-2-seen-as-a-key-catalyst-by-wells-fargohttps://seekingalpha.com/news/4150329-microsofts-ai-service-copilots-wave-2-seen-as-a-key-catalyst-by-wells-fargo)) : 월요일에 마이크로소프트는 생성적 AI 서비스인 Copilot의 Wave 2라고 불리는 것을 출시했습니다. 새로운 기능에는 웹 데이터와 업무 데이터가 함께 제공되는 Pages가 포함됩니다. 이 회사는 또한 Excel, PowerPoint, Teams, Word, OneDrive 및 Outlook을 포함한 Microsoft 365 앱에 Copilot 기능을 추가했습니다. Copilot 에이전트도 공개되었습니다. 

분석가들은 3가지 중요한 발표가 있었다고 덧붙였습니다. 첫째, 팀원들이 웹과 기업 지식 기반에 접근할 수 있는 AI 에이전트와 함께 협업할 수 있는 공유 페이지인 Copilot Pages, 둘째, 비즈니스 프로세스를 자동화하도록 설계된 에이전트 AI인 Copilot Agents, 셋째, Excel의 Copilot이 복잡한 수식과 Python에 대한 지원과 같은 확장된 기능과 함께 일반적으로 사용 가능하다는 것입니다. 셋째, Outlook의 Copilot의 새로운 기능(이메일 자동 우선순위 지정)도 눈에 띄었습니다.

▪️(MSFT) 마이크로소프트, UAE 기반 AI 스타트업 G42, 아부다비에 2개 센터 설립 (SA (https://seekingalpha.com/news/4150358-microsoft-uae-based-ai-startup-g42-to-establish-2-centers-in-abu-dhabihttps://seekingalpha.com/news/4150358-microsoft-uae-based-ai-startup-g42-to-establish-2-centers-in-abu-dhabi)) : Microsoft와 아랍에미리트에 본사를 둔 AI 회사 G42가 아부다비에 두 개의 센터를 설립하여 책임 있는 AI 목표를 추진할 예정입니다. 두 회사는 공동으로 설립하고 공동으로 자금을 조달하며, UAE의 인공지능 및 첨단기술위원회(AIATC)의 지원을 받는 첫 번째 프로젝트는 중동과 남반구에서 AI의 책임 있는 사용을 위한 모범 사례와 산업 표준을 파악, 개발 및 개선하는 데 사용될 것이라고 밝혔습니다. 두 번째는 주요 사회적 목표를 달성하는 AI 프로젝트를 지원하기 위해 아부다비에 있는 Microsoft의 AI for Good Research Lab을 확장하는 것입니다.

▪️(AAPL) AI 지연으로 수요 감소로 중국에서 Apple iPhone 16 모델 할인 (SA (https://seekingalpha.com/news/4150276-apples-iphone-16-models-seeing-discounts-in-china-as-ai-delay-softens-demandhttps://seekingalpha.com/news/4150276-apples-iphone-16-models-seeing-discounts-in-china-as-ai-delay-softens-demand)) : PDD의 중국 전자상거래 사이트 Pinduoduo는 512기가바이트(GB) 저장공간을 갖춘 iPhone 16 Plus를 8,999위안(약 1,268달러)에 판매하기 시작했는데, 이는 공식 가격 9,999위안에서 10% 할인된 가격입니다. 한편, 128GB iPhone 16은 11% 더 큰 할인율로 판매되고 있다고 보고서는 덧붙였습니다.

핀두오두오와 알리바바의 타오바오 마켓플레이스는 256GB 아이폰 16 프로 맥스에 4% 할인을 제공하여 가격을 400위안 낮춰 9,599위안으로 책정했습니다. 알리바바의 티몰 쇼핑 플랫폼은 구매자에게 이자 없이 24회 분할로 새 휴대전화를 구매할 수 있는 옵션을 제공합니다.

▪️(NVDA) ByteDance, NVIDIA 구매 비용 절감을 위해 자체 AI 칩에 TSMC로 전환한다는 보도 (TF (https://www.trendforce.com/news/2024/09/18/news-bytedance-reportedly-turns-to-tsmc-on-self-developed-ai-chips-to-reduce-purchase-cost-on-nvidia/https://www.trendforce.com/news/2024/09/18/news-bytedance-reportedly-turns-to-tsmc-on-self-developed-ai-chips-to-reduce-purchase-cost-on-nvidia/)) : Economic Daily News 와 The Information 의 보도에 따르면 TikTok의 모회사인 ByteDance는 TSMC와 협력하여 2026년까지 자체 개발한 두 개의 AI 칩을 양산할 계획인 것으로 알려졌습니다 .

ByteDance의 AI 칩은 TSMC의 5nm 노드로 제작될 것으로 예상되는데, 이는 파운드리 대기업의 가장 진보된 공정보다 한 세대 뒤처진 것으로, 이 보고서는 이를 통해 미국의 중국 수출 규정을 준수할 것이라고 시사했습니다. 이 칩은 TSMC의 4NP 노드로 제조된 NVIDIA의 차세대 플래그십 AI 칩인 Blackwell과 유사합니다.

인포메이션은 ByteDance가 생성적 AI 모델을 개발하는 데 지출하는 비용이 증가하고 있다고 추정하며, 이 회사가 올해 20만 개가 넘는 NVIDIA H20 칩을 주문했다는 소문이 돌고 있습니다. 이는 20억 달러가 넘는 비용이며 일부 주문은 아직 배송이 보류 중입니다.

▪️(GOOG) 구글, 16억 7천만 달러 EU 디지털 광고 사건에 대한 법적 싸움에서 승소 (SA (https://seekingalpha.com/news/4150515-google-wins-legal-battle-against-167-billion-eu-antitrust-finehttps://seekingalpha.com/news/4150515-google-wins-legal-battle-against-167-billion-eu-antitrust-fine)) : 성명에 따르면, 블록의 최고 반독점 집행 기관인 위원회는 "또한 문제의 조항들이 첫째, 혁신을 저해했을 가능성이 있고, 둘째, Google이 문제의 온라인 검색 광고에 대한 국내 시장에서 지배적 지위를 유지하고 강화하는 데 도움이 되었으며, 셋째, 소비자에게 해를 끼쳤을 가능성이 있다는 것을 입증하지 못했습니다."

▪️(AMZN) 인텔, 아마존과의 칩 거래로 주가 급등 (CN (https://edition.cnn.com/2024/09/16/business/intel-amazon-chip-deal-shares-jump/index.htmlhttps://edition.cnn.com/2024/09/16/business/intel-amazon-chip-deal-shares-jump/index.html)) : 인텔은 이날 오전 CHIPS 및 과학법에 따라 군용 칩 제조에 최대 30억 달러의 자금을 지원받을 것이라고 밝힌 데 이어 이 같은 발표를 냈습니다. Intel Foundry와 Amazon Web Services는 후자의 맞춤형 칩 설계에 공동 투자할 예정이며, 보도자료에 따르면 "다년간 수십억 달러 규모의 프레임워크를 발표"했습니다. Intel CEO Pat Gelsinger는 월요일 성명에서 "특히 Intel Foundry는 Intel 18A에서 AWS용 AI 패브릭 칩을 생산할 예정"이라고 밝혔습니다.
 
▪️(META) 인스타그램, 청소년 사용자를 위한 보호자 관리 기능이 있는 10대 계정 출시 (SA (https://seekingalpha.com/news/4150306-instagram-launches-teen-accounts-with-parental-control-features-for-young-usershttps://seekingalpha.com/news/4150306-instagram-launches-teen-accounts-with-parental-control-features-for-young-users)) : "저희는 부모와 청소년을 염두에 두고 Teen Accounts를 개발했습니다. 새로운 Teen Account 보호 기능은 부모의 가장 큰 관심사, 즉 청소년이 온라인에서 누구와 대화하는지, 어떤 콘텐츠를 보고 있는지, 그리고 시간을 잘 보내고 있는지에 대한 문제를 해결하도록 설계되었습니다." 회사는 블로그에서 이렇게 밝혔습니다 .

▪️(SNAP) 스냅, 개발자를 타깃으로 한 최신 AR 안경 Spectacles 출시 (SA (https://seekingalpha.com/news/4150426-snap-releases-latest-ar-glasses-as-it-continues-to-break-into-hardware-market)) : 스냅( NYSE: SNAP ) 은 화요일에 새로운 운영 체제인 Snap OS로 구동되는 증강 현실 헤드셋인 Spectacles의 5세대를 공개했습니다. 안경은 독립적으로 또는 스마트폰과 함께 작동합니다. 안경은 물리적 세계에 디지털 그래픽을 오버레이합니다. 이들은 오늘 Spectacles Developer Program 구독자에게 제공되며, 월 $99입니다. 이는 앱 개발자를 대상으로 하기 때문입니다. 개발자는 Lens Studio 5.0을 통해 앱을 게시할 수 있습니다.

▪️(TSLA) SpaceX, United Airlines 거래로 Starlink Wi-Fi 주문 잔여물 거의 두 배로 늘렸다 (SA (https://seekingalpha.com/news/4150546-spacex-starlink-wi-fi-order-backlog-united-airlines-deal#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnologyhttps://seekingalpha.com/news/4150546-spacex-starlink-wi-fi-order-backlog-united-airlines-deal#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : CNBC는 회사 임원을 인용해 SpaceX가 United Airlines 와 체결한 최근 계약에 따라 Starlink Wi-Fi 주문 잔량이 거의 두 배로 늘었다고 보도했습니다. 이 계약에 따라 모든 항공편 승객에게 무료 인터넷 접속 서비스가 제공될 예정입니다. 이 거래에 따라 United( UAL )는 향후 몇 년 동안 모든 항공기에서 기내 연결 서비스를 제공하고, 내년 초에 테스트를 시작할 예정입니다. 이 거래는 Starlink의 가장 큰 기내 연결 계약입니다.

#해외주식 #뉴스모음