[種目]해외주식 뉴스모음 (2024-10-27)

○ 해외주식 뉴스모음 (2024-10-27)

▪️(OpenAI) OpenAI, 올해 말 AI 모델 오리온 출시한다는 보도 반박 (SA (https://seekingalpha.com/news/4209454-openai-refutes-report-that-it-will-release-ai-model-orion-later-this-year))

▪️(MSFT) 1분기 실적에 초점을 맞춘 Microsoft 클라우드 성장, genAI, 세그먼트 변화 (SA (https://seekingalpha.com/news/4205754-microsoft-cloud-growth-genai-segment-changes-in-focus-for-q1-earnings)) : Seeking Alpha 분석가 Tangerine Tan Capital에 따르면, "지금 당장 시장은 Microsoft가 과거보다 앞으로 더 낮은 성장률을 보일 것이라고 예상하고 있습니다. 대부분 회사가 일반적으로 그렇듯이요. 하지만 저는 Microsoft가 예외적으로 더 나은 성과를 낼 수 있는 위치에 있다고 봅니다. " "Microsoft가 AI로부터 이익을 얻을 수 있는 기회가 많이 있습니다. Office 제품, 검색 시장 점유율, 클라우드, 심지어 일상적인 작업을 수행하는 AI 에이전트가 될 수도 있습니다."

▪️(MSFT) 마이크로소프트 CEO 나델라 급여, 2024 회계연도 63% 상승 (SA (https://seekingalpha.com/news/4206805-microsoft-ceo-nadella-comp-rose-63-in-fiscal-2024-filing)) : 나델라는 주식 옵션으로 7,120만 달러, 급여로 250만 달러, 기타 보상으로 17만 달러를 받았습니다. 나델라는 총 7,910만 달러 상당의 급여 패키지를 받았는데, 이는 2023 회계연도에 받은 4,850만 달러에서 63% 증가한 것입니다.

▪️(AAPL) 애플, 3분기 중국 스마트폰 시장 톱5로 복귀 (SA (https://seekingalpha.com/news/4203389-apple-returns-to-top-5-in-china-smartphone-market-in-q3-but-sees-yy-dip-as-huawei-surges)) : 그러나 이 미국 기술 대기업의 3분기 출하량은 전년 대비 0.3% 감소한 반면, 중국 경쟁사인 화웨이 테크놀로지스는 전년 대비 42%나 급증했습니다. 화웨이는 인상적인 컴백을 보여 4분기 연속으로 최소 두 자릿수 성장을 기록했습니다.

▪️(NVDA) 엔비디아, 애플을 제치고 세계에서 가장 가치 있는 기업으로 등극 (RT (https://www.reuters.com/technology/nvidia-overtakes-apple-worlds-most-valuable-company-2024-10-25/))

▪️(GOOG) 구글의 프로젝트 Jarvis (SA (https://seekingalpha.com/news/4209457-google-developing-ai-technology-to-takeover-users-internet-browser-report)) : 프로젝트 Jarvis라는 이름의 이 기술은 인터넷 검색, 쇼핑, 여행 예약 등의 업무를 완료할 수 있을 것이라고 관계자들이 말한 것으로 전해졌습니다.

▪️(GOOG) 자율주행 기업들, 기술 발전에 따라 신규 자본 조달 (SA (https://seekingalpha.com/news/4204877-autonomous-driving-firms-raise-fresh-capital)) : 금요일, Waymo는 Alphabet 이 주도한 56억 달러의 초과 가입 투자 라운드를 마감했다고 발표했습니다 . 이 회사는 샌프란시스코, 피닉스, 로스앤젤레스 등의 도시에서 입지를 확대하고자 합니다. Waymo는 보도자료에서 "오스틴과 애틀랜타에서 Uber와의 확대된 파트너십을 통해 2025년부터 해당 도시의 승객에게 서비스를 제공할 예정입니다. 더욱 유용한 경험을 제공하기 위해 피닉스와 샌프란시스코에서 완전 자율 주행 고속도로 운행을 시작했습니다."라고 밝혔습니다.

▪️(AMZN) Amazon, 컬러 스크린을 탑재한 최초의 Kindle을 279달러에 판매한다고 발표 (CB (https://www.cnbc.com/2024/10/16/amazon-announces-colorsoft-first-kindle-with-color-screen-for-279.html))

▪️(META) 메타, AI 챗봇에 로이터 콘텐츠 추가 (SA (https://seekingalpha.com/news/4203710-meta-to-add-reuters-content-in-ai-chatbot-report)) 

▪️(TSLA) 테슬라 로보택시 사기극: 엘론 머스크의 프레젠테이션에서 보지 못한 것 (EN (https://www.ecoticias.com/en/tesla-robotaxi-regulation-in-cybercab/7868/))

▪️(BABA) 알리바바, 미국 주주 집단소송 합의에 4억3350만달러 지불 (SA (https://seekingalpha.com/news/4209385-alibaba-to-pay-4335m-to-settle-class-action-shareholder-lawsuit-in-us)) : 알리바바는 미국에서 제기된 집단 소송을 해결하기 위해 4억 3,350만 달러를 지불하기로 합의했습니다. 이 소송은 중국 전자 상거래 거대 기업이 독점적 관행에 관여했고 Ant Group 계열사가 최초 공모에 실패했다는 내용을 담고 있습니다 .