[種目]해외주식 뉴스모음

🌎 해외주식 뉴스모음 (2024-11-10)

▪️(MSFT) Morgan Stanley, 하이퍼스케일러 자본지출이 2025년에 3000억 달러에 도달할 것으로 예측 (SA (https://seekingalpha.com/news/4249607-hyperscaler-capex-forecasts-to-hit-300b-in-2025-morgan-stanley)) : Amazon과 Microsoft는 각각 $96.4B와 $89.9B로 가장 많은 비용을 지출 할 것으로 예상됩니다 . 한편, Google과 Meta는 각각 $62.6B와 $52.3B를 지출할 것으로 예상됩니다.

▪️(AAPL) 애플, 하이엔드 아이폰 18에 광각 렌즈 업그레이드 예정 (SA (https://seekingalpha.com/news/4265936-apple-said-to-upgrade-wide-angle-lens-in-high-end-iphone-18-analyst#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : "2026년형 하이엔드 iPhone 18의 주요 업그레이드 중 하나 는 와이드 카메라 렌즈를 가변 조리개 카메라로 업그레이드하여 사용자 사진 경험을 크게 향상시킨 것입니다." Kuo는 자신의 블로그 에 글을 올렸고 , 중국 회사 Sunny Optical이 주요 셔터 공급업체가 되고 두 번째 가변 조리개 렌즈 공급업체가 될 것이라고 덧붙였습니다. Luxshare는 보조 셔터 공급업체가 되고 Largan Precision은 조리개 렌즈의 주요 공급업체가 될 것입니다.

▪️(NVDA) 엔비디아, 수수료 인상 대신 GeForce Now에서 게임 스트리밍 시간 제한 (SA (https://seekingalpha.com/news/4261357-nvidia-to-limit-game-streaming-time-on-geforce-now-instead-of-hiking-fees#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : Nvidia는 현재 Priority 회원은 모두 자동으로 Performance로 업그레이드되어 목요일부터 업그레이드된 스트리밍 환경을 이용할 수 있다고 밝혔습니다. 2025년 1월 1일부터 새로운 Performance 또는 Ultimate GeForce Now 회원에게 월간 플레이타임 한도를 100시간으로 제한한다고 발표했습니다.

▪️(GOOG) 구글, 사우디 PIF와 협력해 AI 허브 개설 (SA (https://seekingalpha.com/news/4251376-google-partners-with-saudi-pif-to-open-ai-hub#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology))

▪️(AMZN) Amazon, Anthropic에 추가 투자 검토 (SA (https://seekingalpha.com/news/4265215-amazon-looking-at-making-additional-investment-in-anthropic-report#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 지난달, Anthropic이 400억 달러에 달하는 가치로 추가 자금을 조달하기 위해 투자자들과 협상 중이라고 보도 되었습니다. Microsoft( MSFT )의 지원을 받고 Anthropic과 경쟁하는 OpenAI는 66억 달러를 조달하여 회사 가치를 1,570억 달러로 평가하여 세계에서 두 번째로 높은 가치의 스타트업이 되었습니다.

▪️(AMZN) 데이터센터 사업확대 위해 이탈리아에 13억 달러 투자 (SA (https://seekingalpha.com/news/4265244-amazon-to-invest-13b-in-italy-to-boost-data-center-business#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) 

▪️(AMZN) Talen과의 핵에너지 거래에 계속 전념 (SA (https://seekingalpha.com/news/4250469-amazon-remains-committed-to-nuclear-energy-deal-with-talen#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) 

▪️(TSLA) 일론 머스크의 트럼프 베팅 성공 (SA (https://seekingalpha.com/news/4269407-elon-musks-net-worth-crosses-300b-as-trump-bet-pays-off#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 트럼프는 승리 연설에서 머스크를 칭찬하며 "새로운 스타가 탄생했습니다. 바로 일론입니다."라고 말했습니다. 대통령 당선자는 한때 전기 자동차 구매자에게 제공하는 7,500달러의 세액 공제를 종료하는 것을 고려할 것이라고 말했지만, 입장을 바꾼 것 같습니다. "저는 전기 자동차를 지지합니다. 저는 그래야 합니다. 아시다시피, 엘론이 저를 매우 강력하게 지지했거든요, 엘론. 그래서 선택의 여지가 없습니다." 트럼프는 8월 애틀랜타 집회에서 이렇게 말했습니다. 트럼프는 머스크의 SpaceX와 화성 도달에 대한 야망에 대한 지지를 표명했습니다. 그는 또한 머스크를 정부 효율성 위원회의 수장 으로 임명할 것이라고 말했습니다.

▪️(QCOM) 애플의 칩 위협은 Qualcomm에 큰 역풍이다 (SA (https://seekingalpha.com/news/4269750-apples-chip-threat-significant-risk-qualcomm#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : "FY26에서 FY28까지 Apple은 Qualcomm의 5G 모뎀을 자체 제품으로 점진적으로 대체할 것입니다." 분석가는 지적했습니다. Lighting Rock Research는 AAPL이 매년 칩의 15%를 대체할 수 있다면 Qualcomm의 연간 매출이 10억 달러가 넘을 것으로 추정합니다.

▪️(ENPH) Enphase Energy, 인력 17% 감축, 최대 2,000만 달러 비용 발생 (SA (https://seekingalpha.com/news/4268657-enphase-energy-to-cut-17-of-workforce-incur-up-to-20m-in-charges#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology))

▪️(TSM) TSMC, 다음 주 중국용 고급 AI 칩 생산 중단 (SA (https://seekingalpha.com/news/4265822-taiwan-semiconductor-halt-making-advanced-ai-chips-for-china-next-week-report#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 이 중단은 7나노미터 이하의 공정 노드에 영향을 미치며 월요일부터 시작된다고 해당 뉴스 매체는 이 문제에 정통한 세 사람을 인용해 덧붙였습니다 . 그 중 두 사람은 대만 반도체가 중국 기업을 위한 프로세서를 만든다면 워싱턴에서 승인 절차가 필요할 가능성이 크다고 덧붙였습니다.

▪️(BIDU) 바이두, 메타 레이밴과 경쟁할 AI 스마트 안경 공개 예정 (SA (https://seekingalpha.com/news/4264304-baidu-ai-smart-glasses-rival-meta-ray-bans#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 중국 검색 대기업의 스마트 안경은 카메라와 AI 모델 Ernie를 기반으로 구축된 음성 상호 작용 지원 기능을 특징으로 합니다. 스마트 안경은 또한 Baidu Maps 및 Baike(중국어로 위키피디아)와 같은 다른 서비스에 연결됩니다. 이 안경은 메타의 $299 레이밴보다 저렴할 것으로 예상되며, 판매는 내년 초에 시작될 수 있습니다.

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