[種目]해외주식 뉴스모음 (2024-11-14)

○ 해외주식 뉴스모음 (2024-11-14)

▪️(OpenAI) OpenAI, 내년 초 AI 에이전트 출시 계획 (SA (https://seekingalpha.com/news/4287198-openai-plans-to-release-ai-agent-early-next-year-report))

▪️(MSFT) Jefferies — Microsoft, 장기적으로 AI 투자에 자신감 유지 (SA (https://seekingalpha.com/news/4290352-microsoft-remains-confident-in-ai-investments-over-long-term-jefferies#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : Microsoft 365 Copilot Commercial 채택 및 사용이 예상을 앞지르고 있습니다. 2025 회계연도 1분기에 사용량이 분기별로 두 배로 증가했습니다. 게다가 M365 Commercial Cloud 성장률은 1분기에 16% 확대되었으며 진행 중인 분기 동안 14% 더 증가할 것으로 예상됩니다.

"MSFT는 AI의 비용 구조가 오늘날에도 여전히 높다고 지적합니다." Thill이 말했습니다. "경영진은 수익화 전략을 의식하고 있으며 AI 제품의 LT 마진 프로필을 계속 모니터링할 것입니다. 구체적인 내용은 제공하지 않았지만 AI의 LT 마진 프로필에 대해 낙관적이며, 급증하는 수요, 상당한 양의 IP, 1차 및 3차 유통 모두에서 모멘텀을 강조합니다."

▪️(GOOG) Google Gemini 앱이 iOS에서 공식 출시 (SA (https://seekingalpha.com/news/4289377-google-gemini-app-officially-launches-on-ios#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 출시가 조용했던 이 앱은 사실상 Google 앱에서 이미 사용할 수 있는 Gemini와 동일한 버전이지만, OpenAI의 음성 모드와 유사한 음성 및 대화 기능인 Gemini Live에 액세스할 수 있습니다. OpenAI는 App Store에서 상위 5개 앱 중 하나로 자주 등장하는 ChatGPT의 제작자입니다.

▪️(META) 메타, 내년 초 스레드에 광고 게재 (SA (https://seekingalpha.com/news/4286162-meta-to-roll-out-ads-on-threads-early-next-year-report#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 10월 말에 Threads는 월간 활성 사용자가 거의 2억 7,500만 명이었습니다. CEO 마크 주커버그는 회사의 3분기 실적 발표 전화에서 매일 백만 명이 앱에 가입하고 있다고 말했습니다.

▪️(TSLA) 중국의 샤오미가 테슬라의 또 다른 기록을 깨다 (IE (https://insideevs.com/news/740918/xiaomi-su7-100000-tesla-cm/)) : 230일 . 중국 샤오미가 최초의 전기 자동차인 SU7을 10만 대 생산하는 데 걸린 시간입니다.

▪️(매크로) Bank of America, 소비자 체크포인트 (루팡 (https://t.me/bornlupin/8203)) : 소비자는 연말로 접어들면서 견고한 모멘텀을 보여주고 있습니다. Bank of America의 집계에 따르면, 10월 가구당 신용 및 직불카드 소비는 전년 동월 대비 1.0% 증가하여 9월의 전년 대비 0.9% 감소에서 반등했습니다. 계절 조정 기준으로는 10월 소비가 전월 대비 0.1% 감소했으며, 이는 이전 0.6% 증가 이후의 수치입니다.

▪️(반도체) 시티은행, 메모리 제조업체 2025년 하반기 회복 가능성 높아 (SA (https://seekingalpha.com/news/4290906-memory-makers-likely-see-recovery-in-second-half-of-2025-citi)) : "4분기 DRAM 가격이 우려했던 것보다 나을 가능성이 높지만, PC 및 모바일 부문은 1H25E에 계속해서 약한 가격 조건에 직면할 것임을 인정합니다." Peter Lee가 이끄는 Citi 분석가가 투자자 노트에서 말했습니다. "그러나 Apple iPhone의 상자당 콘텐츠 증가로 인해 2Q25E부터 상자당 DRAM 콘텐츠가 증가할 것으로 예상되므로 이는 단기적일 것으로 예상합니다. Apple의 Pro 및 Pro Max 모델은 2Q25E에 12GB LPDDR5T/LPDDR5X(이전에는 8GB)를 채택하여 Apple Intelligence 및 AI 기능을 지원할 것으로 예상합니다."

"우리의 최고 선택은 SK 하이닉스입니다." 이는 언급했습니다. "메모리 시장 분리가 심화되는 가운데, SK 하이닉스가 HBM3E 리더십과 2H25E의 HBM4 출시에 힘입어 프리미엄 메모리 시장에서 경쟁사를 앞지를 것으로 예상합니다."

▪️(반도체) 삼성, 한국 노조와 임시 임금 협상 타결 (SA (https://seekingalpha.com/news/4289951-samsung-reaches-tentative-wage-deal-with-union-in-south-korea#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 로이터에 따르면, 삼성전자가 한국 내 주요 노동조합과 임금을 5.1% 인상하기로 최초 합의에 도달했다고 합니다.

▪️(ASML) ASML Holding, AI 주도 칩 붐 속 장기 목표 확정 (SA (https://seekingalpha.com/news/4288557-asml-holding-confirms-long-term-targets-amid-chip-boom#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 극자외선 리소그래피 기계를 만드는 네덜란드 회사는 연간 수익이 €44B에서 €60B($46.23B-$63.04B) 사이가 될 것으로 예상하고 있으며, 매출 총이익률은 ~56%, 2030년까지 60%가 될 것으로 예상합니다. 이는 향후 5년 동안 매출이 평균 8%에서 14% 성장할 것임을 의미합니다.