[種目]해외주식 뉴스모음 (2024-10-31)

○ 해외주식 뉴스모음 (2024-10-31)

▪️(MA) 마스터카드, 건강한 소비자 지출 속에 3분기 실적 상승 (SA (https://seekingalpha.com/news/4227746-mastercard-q-3-earnings-beat-amid-healthy-consumer-spending#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 결제 네트워크 순수익은 전년 대비 10% 증가했고, 통화 중립 기준으로는 11% 증가했습니다. 고객에게 제공되는 결제 네트워크 리베이트와 인센티브는 17% 증가했습니다. 부가가치 서비스 및 솔루션 순수익은 18% 증가했고, 통화 중립 기준으로는 19% 증가했습니다. 국경 간 거래량은 전년 대비 10% 증가했으며, 이는 이전 분기의 17% 성장률에 비해 증가한 수치입니다(현지 통화 기준). 전환거래는 2분기 11% 증가에 비해 전년 동기 대비 11% 증가했습니다.

▪️(MSFT) Microsoft, 1분기 클라우드 매출 33% 급증으로 예상치를 뛰어넘다 (SA (https://seekingalpha.com/news/4225870-microsoft-sails-past-q1-estimates-as-cloud-revenue-soars#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : "표면적으로 보면 Microsoft의 뛰어난 분기 실적입니다." Seeking Alpha 분석가 Vinay Utham 이 말했습니다 . "매출과 EPS가 모두 시장 예상치를 뛰어넘었지만, 저에게 가장 큰 교훈은 Azure의 성장입니다. 33%로 시장 예상치인 29.4%를 훌쩍 뛰어넘었습니다."

"Microsoft는 FQ1에서 또 다른 강력한 분기를 보고했지만, 주가는 확장된 가치 평가로 인해 430달러 범위에 머물렀습니다." Out Fox The Street의 투자 그룹 리더인 Stone Fox Capital이 말했습니다 . "이 기술 거대 기업은 분기 매출이 650억 달러인 회사로서 16%의 강력한 성장을 보고했지만, 주가는 이미 FY25 EPS 목표의 32배로 거래되고 있습니다."

▪️(AAPL) Apple, M4 칩 제품군을 탑재한 새로운 MacBook Pro 모델 공개 (SA (https://seekingalpha.com/news/4224183-apple-reveals-return-of-the-macbook-pro-with-new-m4-chip-family)) : Apple의 하드웨어 기술 담당 수석 부사장인 조니 스루지는 "세계에서 가장 빠른 CPU 코어, 훨씬 더 강력한 GPU, 역대 가장 빠른 Neural Engine을 탑재한 M4 제품군은 전력 효율적인 성능과 기능을 통해 업계에서 가장 진보된 칩 라인업으로서의 선두를 더욱 확대합니다."라고 말했습니다.

▪️(NVDA) 삼성 3분기 매출, 하이엔드 메모리 칩으로 증가 (SA (https://seekingalpha.com/news/4227544-samsung-q3-sales-rise-on-high-end-memory-chips-signals-progress-with-major-customer-for-ai-chip)) : 삼성전자는 3분기 실적을 보고하면서 고급 칩 생산에 집중할 계획이며 주요 고객과 공급 계약을 진전시키고 있다고 밝혔습니다. 삼성 김재준 부사장은 회사의 수익 전화에서 "이전에 예고했듯이 HBM3E 판매 상용화가 지연되고 있지만, 주요 고객과 함께 제품 적격성 테스트 프로세스에서 의미 있는 진전을 이루었습니다."라고 말했습니다. 삼성은 주요 고객을 공개하지 않았지만 분석가들은 엔비디아가 퀄리티 테스트를 실시했다고 로이터가 보도했습니다 .

▪️(GOOG) Google Cloud, 새로운 Arm 칩으로 스트리밍 서비스 강화 (SA (https://seekingalpha.com/news/4225646-google-cloud-powers-streaming-services-with-new-arm-chip-report#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : Google의 새로운 Axion 칩은 Spotify Technology와 Paramount Global에서 스트리밍에 사용되고 있습니다 . Google은 모든 클라우드 사용자에게 칩을 제공했습니다. Advanced Micro Devices와 Intel과 같은 보다 전통적인 컴퓨터 하드웨어 제조업체와 경쟁하고 있습니다. Spotify의 수석 엔지니어인 데이브 조로투스키는 "Axion에 대한 테스트 결과, 지금까지 Google Cloud에서 수행한 작업 부하에서 확인한 성능보다 약 250% 더 나은 것으로 나타났습니다."라고 말했습니다. Amazon Web Services도 Arm 기술을 기반으로 클라우드 사용자를 위한 칩을 만듭니다. Microsoft도 Azure 고객을 위해 그렇게 합니다.
 
▪️(AMZN) Amazon은 유럽 전역에서 베타 버전으로 새로운 생성형 AI 기반 대화형 쇼핑 도우미인 Rufus를 출시한다고 발표 (AZ (https://www.aboutamazon.eu/news/retail/amazon-announces-the-launch-of-rufus-a-new-generative-ai-powered-conversational-shopping-assistant-in-beta-across-europe))

▪️(META) Meta의 3분기 실적에서 얻은 주요 정보 (SA (https://seekingalpha.com/news/4225893-key-takeaways-from-metas-q3-earnings-amid-flat-stock-reaction)) : "META 주식은 합의에 대한 보다 완만한 비트로 인해 약간의 압박을 받고 있는 것으로 보입니다." Best Of Breed Growth Stocks의 투자 그룹 리더인 줄리안 린이 말했습니다 . "성장은 앞으로 둔화될 것으로 예상되며, 주로 더 어려운 비교 대상을 휩쓸기 때문입니다. 장기적으로 볼 때, 월가는 분기별 소음을 넘어 점점 더 고품질의 사업에 더 집중할 것으로 예상합니다. Reality Labs의 막대한 손실을 감안하더라도 여전히 놀라운 이익 마진을 창출하고 있습니다."

올해의 Capex는 월가가 예상한 대로 진행되고 있지만, 회사 지침보다 약간 높습니다. "우리는 2024년 전체 연간 자본 지출이 이전 범위인 370억~400억 달러에서 업데이트된 380억~400억 달러 범위가 될 것으로 예상합니다."

▪️(TSLA) 테슬라, 48볼트 시스템 특허 공개 (ET (https://www.electrive.com/2024/10/29/tesla-discloses-patents-for-48-volt-system/))