[種目] 해외주식 뉴스모음 (2024-10-20)

○ 해외주식 뉴스모음 (2024-10-20)

▪️(AAPL) Wedbush, 중국 아이폰 판매는 애플에 '성장의 르네상스가 시작됐다'는 것을 보여준다 (SA (https://seekingalpha.com/news/4174361-iphone-china-sales-show-renaissance-of-growth-has-begun-for-apple-wedbush)) : Wedbush Securities는 오늘 아침 중국에서 iPhone 16 판매가 첫 3주 동안 전년 대비 20% 증가했다는 보고서를 통해 Apple에 "성장의 르네상스가 시작되었다"는 것을 시사한다고 전했습니다. "특히 Apple의 강점은 상위 모델인 Pro와 Pro Max에서 나오고 있습니다. 모델이 1년 전 iPhone 15 판매량에서 무려 44%나 증가했습니다. 이 산업 분석은 최근 아시아 여행과 공급망 점검 결과와 일치하며, iPhone 16이 이끄는 이 AI 기반 슈퍼 사이클의 시작과 함께 iPhone 16의 중국 판매가 내년에 강력한 반등을 보일 것으로 예상합니다."

▪️(AMZN) AWS CEO Garman, 직원들에게 사무실 복귀 원하지 않으면 그만두라고 지시 (SA (https://seekingalpha.com/news/4175429-aws-ceo-garman-tells-employees-quit-they-dont-want-to-return-to-office-report)) : "그 환경에서 제대로 일하지 못하고 일하고 싶어하지 않는 사람들이 있다면 , 괜찮습니다. 주변에 다른 회사들이 있습니다." Garman은 AWS의 전체 회의에서 이렇게 말했습니다. Amazon은 지난달 직원들이 2025년 1월 첫째 주부터 주 5일 사무실로 복귀하도록 하는 사무실 복귀 정책을 시행했습니다 . 이 회사는 주 3일 사무실 근무 정책을 시행해왔습니다.

▪️(MSFT) Microsoft Azure CTO: 미국 데이터 센터는 곧 크기 제한에 도달할 것입니다 (SM (https://www.semafor.com/article/10/11/2024/microsoft-azure-cto-us-data-centers-will-soon-hit-limits-of-energy-grid)) 

▪️(GOOG) 구글 검색 및 광고를 총괄하는 Prabhakar Raghavan이 회사의 최고 기술자(CTO)로 임명됨 (SA (https://seekingalpha.com/news/4171749-google-svp-prabhakar-raghavan-who-helms-search-and-ads-to-become-chief-technologist-at-the-firm)) 

▪️(META) Meta, DOE 이니셔티브에 참여, 탄소 제거 프로젝트에 3,500만 달러 기 (ED (https://www.esgdive.com/news/meta-joins-doe-initiative-commits-35m-carbonremoval-projects/730044/))

▪️(TSLA) 테슬라 로보택시 사이버캡 무선충전 공개 (SW (https://x.com/SawyerMerritt/status/1847304547443917024?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1847304547443917024%7Ctwgr%5E%7Ctwcon%5Es1_c10&ref_url=notebookcheck.com))