해외주식 뉴스모음 (2024-09-19)

○ 해외주식 뉴스모음 (2024-09-19)

▪️(MSFT) o1 소개: Azure에서 개발자와 기업을 위한 OpenAI의 새로운 추론 모델 시리즈 (MS (https://azure.microsoft.com/en-us/blog/introducing-o1-openais-new-reasoning-model-series-for-developers-and-enterprises-on-azure/https://azure.microsoft.com/en-us/blog/introducing-o1-openais-new-reasoning-model-series-for-developers-and-enterprises-on-azure/)) : o1-preview 및 o1-mini 모델은 이제 Azure AI Studio 및 GitHub Models에서 일부 Azure 고객이 공동으로 탐색하고 각 모델의 고유한 강점을 파악할 수 있습니다. o1 시리즈의 고급 추론 모델은 다음과 같은 복잡하고 미묘한 문제 공간에서 탁월합니다. — ① 복잡한 코드 생성, ② 고급 문제 해결, ③ 복잡한 문서 비교, ④ 지시사항 준수 및 워크플로 관리

▪️(AAPL) UBS, AI 기능에도 불구하고 Apple iPhone 출하량 전년 대비 감소 (SA (https://seekingalpha.com/news/4150605-apple-iphone-shipments-dip-lower-year-over-year-despite-ai-feature-ubshttps://seekingalpha.com/news/4150605-apple-iphone-shipments-dip-lower-year-over-year-despite-ai-feature-ubs)) : UBS 분석가 데이비드 보그트는 투자자 노트에서 "지난 금요일에 사전 주문이 시작된 이후로 iPhone 16 라인업의 대기 시간은 별로 인상적이지 않았습니다."라고 말했습니다. "평균적으로 Pro Max 모델의 배송 대기 시간은 미국, 중국, 독일, 영국, 프랑스, ​​일본에서 약 2주 정도 더 짧습니다."

▪️(AAPL) Apple iPhone 16, 출시 당시 Apple Intelligence 부족에도 불구하고 리뷰어들에게 깊은 인상을 남김 (SA (https://seekingalpha.com/news/4150658-apple-iphone-16-impresses-reviewers-despite-lack-of-apple-intelligence-at-launchhttps://seekingalpha.com/news/4150658-apple-iphone-16-impresses-reviewers-despite-lack-of-apple-intelligence-at-launch)) : iPhone 16은 새로운 카메라 컨트롤 버튼과 더 긴 배터리 수명을 특징으로 합니다. 하지만 CNET의 패트릭 홀랜드는 4K 슬로모션 비디오 기능에 가장 감명을 받았습니다. "iPhone 16 Pro의 고해상도 슬로모션 영상 녹화 기능은 제가 몇 년 만에 본 최고의 새로운 iPhone 기능입니다." Holland가 썼습니다 . "저는 16 Pro를 사용하여 사자춤 리허설 영상을 녹화했는데, 슬로모션이 댄서들의 빠른 곡예 동작을 우아하고 지속적이며 강력하게 보이게 하는 방식에 놀랐습니다. 실시간으로 감상하기 어려운 부분입니다."

▪️(NVDA) NVIDIA AI Aerial, 무선 네트워크 최적화, 단일 플랫폼에서 새로운 생성 AI 경험 제공을 위해 출시 (ND (https://blogs.nvidia.com/blog/ai-aerial-wireless-networks/https://blogs.nvidia.com/blog/ai-aerial-wireless-networks/)) : 오늘 출시된 NVIDIA AI Aerial은 AI 시대의 무선 네트워크를 위한 AI 무선 접속 네트워크 기술(AI-RAN)을 설계, 시뮬레이션, 훈련, 배포하기 위한 가속 컴퓨팅 소프트웨어 및 하드웨어 제품군입니다 .

▪️(GOOG) 알파벳 웨이모와 현대차, 자율주행차 개발 위해 손잡을 듯 (SA (https://seekingalpha.com/news/4150977-waymo-and-hyundai-may-join-hands-for-self-driving-taxis-reporthttps://seekingalpha.com/news/4150977-waymo-and-hyundai-may-join-hands-for-self-driving-taxis-report)) : 알파벳의 웨이모(구 구글 자율주행차 프로젝트)가 현대자동차와 자율주행차 제조를 아웃소싱하기 위한 협상을 진행 중인 것으로 알려졌습니다. 로이터는 한국의 현지 신문을 인용해 이 협력에는 웨이모의 6세대 자율주행 기술 에 현대의 아이오닉 5 전기 모델을 사용하는 것이 포함될 수 있다고 보도했습니다. 두 회사의 대표는 이러한 파트너십을 모색하기 위해 여러 차례 만났으며, 이 계획이 중국의 Zeekr의 제품을 현대의 Ioniq 5 모델로 대체할 수도 있음을 나타냈습니다.

▪️(AMZN) Amazon, 제3자 판매자를 위한 AI 비서 Amelia 출시 (CN (https://www.cnbc.com/2024/09/19/amazon-introduces-amelia-an-ai-assistant-for-third-party-sellers.html)) : Amelia는 제3자 판매자가 계정 문제를 신속하게 해결하고 판매 및 재고 데이터를 가져오는 데 도움이 되는 인공지능 도구입니다. Amazon은 올해 말에 제품을 광범위하게 출시하기 전에 일부 미국 판매자를 대상으로 베타 버전을 출시할 것이라고 밝혔습니다. 이는 Amazon이 자사의 소매 포트폴리오 전반에 걸쳐 사용하는 최신 생성형 AI 도구입니다.

▪️(META) 메타, 영국에서 AI 훈련 위해 페이스북, 인스타그램 공개 게시물 사용 시작 (RT (https://www.reuters.com/technology/artificial-intelligence/meta-start-using-public-posts-facebook-instagram-uk-train-ai-2024-09-13/https://www.reuters.com/technology/artificial-intelligence/meta-start-using-public-posts-facebook-instagram-uk-train-ai-2024-09-13/)) : 회사는 규제에 대한 반발로 해당 지역에서 훈련을 중단한 후, 향후 몇 달 안에 영국 내 Facebook과 Instagram에서 성인이 공유한 공개 콘텐츠를 사용하여 AI 모델을 훈련하기 시작할 것이라고 밝혔습니다. 페이스북은 금요일에 사진, 캡션, 댓글 등을 포함하여 생성적 인공지능 모델을 훈련시킬 것이라고 밝혔으며, 훈련 콘텐츠에는 18세 미만 사용자 계정의 개인 메시지나 정보는 포함되지 않을 것이라고 덧붙였습니다.

▪️(TSLA) 테슬라, 필리핀 확장을 위한 채용 시작 (TR (https://www.teslarati.com/tesla-starts-hiring-philippines/#google_vignette)) : Tesla의 Careers 웹사이트 를 살펴보면 이 전기 자동차 제조업체가 필리핀에서 Leads Generations Program Manager, Store Manager, Service Manager, Delivery Manager 등 여러 주요 직책을 채용하고 있다는 것을 알 수 있습니다. 이 회사는 또한 차량 부품 및 서비스와 관련된 여러 구인 공고를 게시했습니다. 

▪️(BABA) 알리바바, 텍스트-비디오 툴을 포함한 100개 이상의 오픈소스 AI 모델 공개 (SA (https://seekingalpha.com/news/4150999-alibaba-unveils-over-100-open-source-ai-models-including-text-to-video-toolhttps://seekingalpha.com/news/4150999-alibaba-unveils-over-100-open-source-ai-models-including-text-to-video-tool)) : 알리바바는 클라우드 부문의 연례 플래그십 이벤트인 Apsara가 목요일에 시작되면서 100개 이상의 오픈소스 인공지능 모델을 출시했습니다. 중국 기술 거대 기업은 또한 자사의 AI 모델을 기반으로 한 새로운 텍스트-비디오 도구를 공개했습니다. 오픈소스 모델은 회사의 대규모 언어 모델 또는 LLM, Qwen 2.5를 기반으로 하며 자동차, 게임 및 과학 연구를 포함한 분야에서 사용하도록 설계되었습니다. CNBC의 보고서 에 따르면 LLM은 수학과 코딩에서 더욱 진보된 기능을 갖추고 있습니다.