[種目]해외주식 뉴스모음 (2024-11-03)

🌎 해외주식 뉴스모음 (2024-11-03)

▪️(BRKb) 버핏의 버크셔 해서웨이, 3분기에 애플과 BofA 지분을 각각 20% 이상 감축 (SA (https://seekingalpha.com/market-news/technology)) 

▪️(MSFT) Microsoft FY1Q25 실적발표 핵심정리 — "여전히 강력한 클라우드, 코파일럿과 자율 에이전트의 통합" (재고 (https://t.me/gaoshoukorea/49504))

▪️(AAPL) Apple AI가 회사 주가를 끌어올릴 수 있을까 (SA (https://seekingalpha.com/news/4237684-can-apple-ai-rally-company-stock)) : 현재 iPhone 15 및 16 모델에서만 제공되는 Apple Intelligence는 기능이 제한되어 있으며, 회사에서는 12월 까지 주요 업그레이드를 선보일 예정이며 , 그때쯤 iOS 18.2를 통해 더 많은 기능을 선보일 예정입니다.

Wedbush의 Dan Ives는 전 세계적으로 4년 이상 업그레이드되지 않은 iPhone이 3억 대에 달하기 때문에 이 회사에 "괴물 같은 홀리데이 시즌이 다가올 가능성이 크다"고 주장했습니다 .

그러나 Morgan Stanley 분석가 Erik Woodring은 이에 동의하지 않았습니다. Woodring은 금요일에 발표한 연구 노트에서 소비자 관심의 초기 징후에도 불구하고 "더 많은 시간이 걸릴 것으로 생각하며, 아마도 Apple Intelligence에 대한 이야기를 개선하기 위해 더 매력적인 Apple Intelligence 기능이 출시되는 분기 말까지 걸릴 것"이라고 주장했습니다.

▪️(AAPL) 애플, 2025년 자체 Wi-Fi 칩으로 Broadcom 의존도 낮출 듯 (SA (https://seekingalpha.com/news/4228766-apple-to-reduce-reliance-on-broadcom-in-2025-with-own-wi-fi-chips-analyst#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology))

▪️(AAPL) 애플, M5칩 개발 중…TSMC 첨단공정 주문 급증 (TF (https://www.trendforce.com/news/2024/10/29/news-apple-is-reportedly-developing-m5-chips-boosting-orders-for-tsmcs-advanced-processes/))

▪️(NVDA) 엔비디아, 엘론 머스크의 xAI 스타트업에 투자 논의 중 (SA (https://seekingalpha.com/news/4238086-nvidia-in-talks-to-invest-in-elon-musks-xai-startup-report))
 
▪️(NVDA) 엔비디아, 인텔을 대체해 다우존스 산업평균에 합류 (SA (https://seekingalpha.com/news/4236327-nvidia-to-join-the-dow-jones-industrial-average-replacing-intel#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) 

▪️(GOOG) 인도네시아, 구글 스마트폰 판매 금지 (SA (https://seekingalpha.com/news/4232636-worlds-fourth-most-populous-country-bans-sale-of-google-smartphones#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology))

▪️(AMZN) Amazon 실적발표 핵심정리 (SA (https://seekingalpha.com/news/4231917-hope-for-the-holidays-underrated-ai-potential-key-takeaways-from-amazons-earnings-report#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : ① 마진 개선 — Amazon( AMZN )은 3분기에 11%의 영업 마진을 보고했는데, 이는 1년 전의 7.8%와 합의 추정치인 9.3%에 비해 높은 수치입니다. 이 회사는 북미와 국제 사업 모두에 대한 마진 기대치를 뛰어넘었습니다. Amazon( AMZN )은 물류 센터 전반에서 비용을 절감할 수 있는 더 많은 방법을 모색 중이며, 이를 통해 운송 비용을 낮출 수 있을 것이라고 밝혔습니다. 이 회사는 또한 성수기 동안 비용을 절감하기 위해 새로운 방식으로 로봇 기술을 활용하고 있습니다. 

② AI 성장 — 생성 AI 사업이 3자리 수의 속도로 성장하고 있으며, 같은 규모에서 AWS보다 더 빠르다고 밝혔습니다. 수익 전화 회의에서 AMZN 경영진은 Rufus 생성 AI 전문 쇼핑 도우미, 프로젝트 Amelia, AI 쇼핑 가이드를 회사가 AI 우위를 가지고 있음을 보여주는 이니셔티브로 강조했습니다.

맞춤형 모델 개발을 가속화하기 위한 Databricks와의 전략적 협력도 AWS Trainium 칩을 고객이 생성적 AI 애플리케이션을 구축할 때 가격 대비 성능을 개선하는 데 도움이 되는 선호하는 AI 칩으로 활용할 수 있는 방법으로 거론되었습니다.

▪️(META) 중국 연구자들이 군사적 용도의 AI 모델을 구축하는 데 메타의 라마를 사용 (SA (https://seekingalpha.com/news/4232799-metas-llama-used-by-chinese-researchers-to-build-ai-model-for-military-use#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) 

▪️(TSLA) 테슬라가 변화에 대비하면서 2025년형 모델 Y 주니퍼가 출시됩니다 (FB (https://www.forbes.com/sites/brookecrothers/2024/11/03/the-2025-model-y-juniper-is-coming-as-tesla-gears-up-for-change/))

▪️(DIS) 디즈니, 신흥 AI, AR 관련 기술 활용을 처리하기 위한 사업부 설립 (SA (https://seekingalpha.com/news/4235802-disney-sets-up-business-unit-to-handle-use-of-emerging-ai-ar-related-tech-reuters)) : "AI와 XR(확장 현실)의 발전 속도와 범위는 엄청나며 앞으로도 소비자 경험, 창의적 노력, 그리고 우리 사업에 영향을 미칠 것입니다. 따라서 디즈니가 흥미로운 기회를 탐색하고 잠재적 위험을 헤쳐 나가는 것이 매우 중요합니다." 로이터 가 확인한 이메일에서 버그만은 이렇게 말한 것으로 전해졌습니다.

▪️(TSM) 수요 증가로 TSMC, 내년 CoWoS 생산 능력 다시 두 배 증가 – NVIDIA가 절반 차지, 마이크로소프트와 아마존도 경쟁 (루팡 (https://t.me/bornlupin/8006)) : TSMC는 내년에도 생산 능력이 지속적으로 두 배 이상 증가할 것으로 예상하고 있으며, 시장에서는 NVIDIA가 그 중 약 50%의 생산 능력을 차지할 것으로 평가하고 있습니다. 마이크로소프트, 아마존, 구글 등 주요 대기업들도 TSMC의 CoWoS에 대한 수요가 계속 증가하고 있습니다.

#해외주식 #뉴스모음