24년 2월 23일 아침 뉴스 브리핑

 

 

 

1. 거시경제 주요 뉴스

美 지난주 실업 수당 청구건 5주 만에 최저…노동시장 강세 지속
https://naver.me/5AcG0bEs

제퍼슨 연준 부의장 '올해 후반에 금리인하 시작 적절'
https://news.einfomax.co.kr/news/articleView.html?idxno=4299505

ECB 위원들 "금리 너무 일찍 내리는 것 여전히 더 큰 위험"
https://news.einfomax.co.kr/news/articleView.html?idxno=4299502

[1보] 美 다우지수 39,000선 첫 돌파 마감…S&P 500도 사상 최고
https://m.yna.co.kr/view/AKR20240223009300072

엔비디아 16% 폭등, 시총 하루새 368조 폭증, 사상최고(종합) - 뉴스1
https://m.news1.kr/articles/?5329409

엔비디아가 80% 장악한 AI 반도체 시장, 10배 더 커진다
https://naver.me/F6bgkgNB

Arm, 차세대 ‘네오버스 CSS’ 시리즈 공개…“AI 인프라 최적화”
https://kidd.co.kr/news/235804

AI·밸류업 양날개…日증시 '잃어버린 34년' 되찾았다
https://n.news.naver.com/article/newspaper/011/0004303316?date=20240223

기재부, 해외보다 높은 배당소득세 인하 검토 
https://naver.me/5ZjayNvl

[단독] '밸류업 1호 ETF' 나온다…현금창출능력 최우선 고려
https://m.sedaily.com/NewsView/2D5GJRPTA1

비둘기로 변신한 이창용…7월 인하 기대 불붙나
https://news.einfomax.co.kr/news/articleView.html?idxno=4299476

정부 "올 상반기 389조원 신속집행…사상 최대 규모"
https://n.news.naver.com/mnews/article/015/0004951713?sid=101


2. 종목&기타 뉴스

[단독] 삼성전자 "HBM4, 데이터 전송 속도 66% 빨라진다"
https://www.sedaily.com/NewsView/2D5GKXJQMK

엔비디아 날자 SK하이닉스 웃는다…차세대 'HBM3E'로 더 밀착
https://naver.me/GwIctlh5

스코넥, 메타와 MR 게임 콘텐츠 개발 계약 체결
https://news.mt.co.kr/mtview.php?no=2024022216134412189&type=2&sec=finance&pDepth2=Ftotal

원전제조기술 세액공제 10%→18% 확대…투자유발효과 1조원
https://www.edaily.co.kr/news/read?newsId=02463286638793144&mediaCodeNo=257&OutLnkChk=Y

알테오젠, MSD에 피하주사제형 플랫폼 비독점→독점 변경…계약금 2000만달러
https://www.etnews.com/20240222000310

"K-방산이 뜬다" 한화에어로·LIG넥스원 등↑… 지속 성장 기대
https://naver.me/GWJshctt

김용범 메리츠금융 부회장 "주가 저평가시 50% 초과 자사주 매입 가능"
https://news.einfomax.co.kr/news/articleView.html?idxno=4299477