[種目] 해외주식 뉴스모음 (2024-11-17)

○ 해외주식 뉴스모음 (2024-11-17)

▪️(생성AI) Morgan Stanley — 생성 AI, 페이스북 채택곡선 따를 수도 (SA (https://seekingalpha.com/news/4294397-generative-ai-might-be-following-facebooks-adoption-curve-morgan-stanley#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology)) : 미국 사용자 중 "두 자릿수 초반" 비율이 ChatGPT, Gemini, Meta AI를 매일 사용하고 있는 것으로 나타났으며, 이는 Facebook이 2009년에 보였던 수준과 유사합니다. 

▪️(NVDA) Jefferies — 엔비디아 목표주가 인상, 150달러 → 185달러 (SA (https://seekingalpha.com/news/4294552-nvidia-gets-another-price-target-boost-ahead-of-earnings-from-jefferies#source=first_level_url%3Amarket-news%7Csection_asset%3Amain%7Csection%3Atechnology))

▪️(META) Facebook과 Instagram, 유럽에서 광고 없는 구독 서비스 제공 (MT (https://about.fb.com/news/2024/11/facebook-and-instagram-to-offer-subscription-for-no-ads-in-europe/))

▪️(xAI) 일론 머스크의 xAI 60억 달러 펀딩, 멤피스 데이터 센터에 엔비디아 칩 10만개 필요해서 (CB (https://www.cnbc.com/2024/11/15/elon-musks-xai-raising-up-to-6-billion-to-purchase-100000-nvidia-chips-for-memphis-data-center.html))

▪️(Tencent) GOTO-텐센트클라우드-알리바바클라우드, 인도네시아 클라우드 인프라 강화에 협력 (TN (https://technode.global/2024/11/12/goto-tencent-cloud-and-alibaba-cloud-team-up-to-boost-cloud-infrastructure-in-indonesia/)) : Tencent Cloud는 인도네시아에 세 번째 인터넷 데이터 센터(IDC)를 설립합니다. Tencent는 2030년까지 인도네시아에 약 5억 달러 규모의 인프라, 자원 및 투자를 약속했습니다. 한편 Alibaba Cloud는 이미 인도네시아에 3개의 데이터센터를 보유하고 있습니다. 개인 대상 클라우드 교육을 40만명을 80만명까지 확대할 계획입니다.

▪️(Bytedance) 트럼프 TikTok을 미국에서 구원하나 (CB (https://www.cnbc.com/2024/11/13/trump-victory-may-provide-tiktok-a-lifeline-to-remain-in-the-us.html)) : 올해 4월 조 바이든 대통령은 중국의 ByteDance가 1월 19일까지 TikTok을 매각하도록 요구하는 법안에 서명했습니다. 공화당과 민주당 모두 4월에 바이든의 TikTok 금지령을 지지했지만, 트럼프는 후보 시절 금지령에 반대 의사를 표명했습니다. 2020년 당시 트럼프가 중국기업인 ByteDance가 TikTok을 소유하고 있다는 이유로 미국에서 이 앱을 차단하고 미국 기업에 매각하도록 강요하려 했던 것과는 상반되는 놀라운 반전입니다.

#해외주식 #뉴스모음