2025년 10월 17일 (금) 금일 장전 Daily News

📝2025년 10월 17일 (금) 금일 장전 Daily News

🗞 #반도체/#디스플레이/#IT

✅[실리콘 디코드] 삼성전자, 퀄컴 손잡고 TSMC에 반격…'파운드리 전쟁 2.0' 서막 열다
https://m.g-enews.com/article/Global-Biz/2025/10/202510170338194589fbbec65dfb_1

✅엔비디아, TSMC 깜짝 실적에 주가 상승…AI 거품 대신 탄탄한 수요 확인
https://m.g-enews.com/article/Global-Biz/2025/10/202510170310211793be84d87674_1

✅‘토니’ 초대 받은 젠슨 황 온다…한국, AI·에너지 협력 리더로
https://v.daum.net/v/20251017060622900?from=naver

✅아이온큐 등 양자 컴퓨팅 '광풍' 뒤에 숨은 '4대 리스크' 터지나?
https://m.g-enews.com/article/Securities/2025/10/202510170710509871e250e8e188_1

✅하나머티리얼즈, 대만 TSMC에 '실리콘 링' 공급 타진 [강해령의 테크앤더시티]
https://n.news.naver.com/mnews/article/015/0005197831

✅"삼성전자·SK하이닉스, 2026~2027년 전례 없는 성장 궤도 진입"
https://n.news.naver.com/mnews/article/277/0005665625?sid=101

✅中 희토류발 韓 반도체 공급망 위기..."정권마다 바뀐 자원정책이 근원"
https://www.digitaltoday.co.kr/news/articleView.html?idxno=597502


🗞 #자동차/#2차전지/#로봇/#기계

✅LS증권 "현대차·기아, 관세 완화 시 배당·자사주매입 ‘투자 모멘텀’ 부활 전망"
https://m.etoday.co.kr/news/view/2515561?trc=main_list_news&from=naver

✅[실리콘 디코드] 中, 반도체 수출 통제로 유럽 압박…완성차 업계 생산 대란 오나
https://m.g-enews.com/view.php?ud=202510170728316200fbbec65dfb_1

✅"92조원 '잭팟' 터졌다" 환호…하루새 주가 들썩이는 종목 [종목+]
https://n.news.naver.com/mnews/article/015/0005198047?sid=101&from=naver

✅[클릭 e종목]"엘앤에프, AI 투자 확대로 ESS 수요 증가"
https://cm.asiae.co.kr/article/2025101707210128881?from=naver

✅美 자동차 산업 관세 완화 추진…포드·GM 등 완성차 업계 '숨통'
https://www.ebn.co.kr/news/articleView.html?idxno=1682443&from=naver

✅[GAM]전기차 출시하는 '中 징둥'③ 빅테크 車시장 진출 본격화
https://m.newspim.com/news/view/20251016001057

🗞 #소비재/#유통/#엔터/#게임/#레저

✅[속보]"일본 따라가려면 멀었네"...방한 관광객, 日 절반
https://n.news.naver.com/mnews/article/050/0000097308?sid=101&from=naver


🗞 #우주/#방산/#조선/#에너지/#바이오/#철강/#화학

✅美, 中 한화오션 제재에 “한미 협력 약화시키려는 행태… 韓과 함께 할 것”
https://biz.chosun.com/international/international_general/2025/10/17/X7O53FVGIVGUPMK6MHI6VM6XRA/

✅구윤철 “美, 3500억달러 선불 입장…트럼프 설득 불확실”
https://n.news.naver.com/mnews/article/449/0000323582?sid=101&from=naver

✅LS 2세대, 에코에너지 지분 매각 '지주사 주식 매입 속도'
https://m.thebell.co.kr/m/newsview.asp?svccode=00&newskey=202510161728360080108238

✅건자재업계, 모듈러 시장 진출 러시
https://www.dnews.co.kr/uhtml/view.jsp?idxno=202510161609502750003&from=naver

✅노보노, ‘보체 新타깃’ MASP-3 항체 “21억弗 인수”
https://m.biospectator.com/view/news_view.php?varAtcId=26631

✅한-미 '마스가(MASGA)' 조선 협력 논의…중국 제재에도 공조 강화
https://www.ebn.co.kr/news/articleView.html?idxno=1682442&from=naver

✅[단독] 아마존, 美 워싱턴에 엑스에너지 SMR 12기 짓는다…두산에너빌리티 기자재 수주 예약
https://www.theguru.co.kr/news/article.html?no=92991

✅비만치료제에서 ‘알코올 치료제’로?…‘이 약’ 뜻밖의 가능성
https://n.news.naver.com/mnews/article/020/0003667846?sid=103&from=naver

✅암도 ‘혈액 한 방’으로 찾는다..삼성, 美 그레일에 1.1억달러 베팅
https://kpenews.com/View.aspx?No=3817420&from=naver

✅유가 배럴당 57달러, 5년 만에 최저치…"공급과잉·경기둔화 우려"
https://www.ebn.co.kr/news/articleView.html?idxno=1682440&from=naver

🗞 #사회/#정부/#부동산/#일반/#기타
✅‘1억 마통’ 있으면 집 못산다?… 즉시 상환해도 1년간 제한
https://biz.chosun.com/stock/finance/2025/10/17/OY34OYEA6BC6LCRBDKTAFOIZFI/

✅"연일 최고가" 금값 인상에 줄줄이 오르는 명품 주얼리들
https://n.news.naver.com/mnews/article/119/0003013471?sid=101&from=naver

✅치솟는 은값에 실버바 또 '품귀'…은행권 줄줄이 판매 중단
https://n.news.naver.com/mnews/article/421/0008543783?sid=101&from=naver

✅‘급매물 등장한 마포'...이재명 정부 '토허제 확대'가 만든 긴장 [오승혁의 '현장']
https://n.news.naver.com/mnews/article/629/0000434734?sid=101&from=naver


🗞 #해외

✅트럼프, 푸틴과 통화…"헝가리 부다페스트서 종전 논의"
https://n.news.naver.com/mnews/article/277/0005665585

✅미국 투자 붐, 자본지출 15% 급증…AI·감세·관세 회피·소비가 ‘원동력’
https://m.g-enews.com/article/Global-Biz/2025/10/202510161812537789fbbec65dfb_1

✅'50% 관세' 극한 대치하던 美-브라질, "조만간" 정상회담
https://n.news.naver.com/mnews/article/014/0005420580?sid=104&from=naver

✅러, 미·우 정상 회담 앞두고 대공습…트럼프 “푸틴과 만날 것”
https://v.daum.net/v/20251017064048256?from=naver

✅중국 "미중 무역갈등 고조는 미국의 규제 조치 때문"
https://n.news.naver.com/mnews/article/008/0005264157?sid=104&from=naver

✅美 임시예산안 10번째 부결...셧다운 장기화 우려 
https://www.opinionnews.co.kr/news/articleView.html?idxno=125835

✅美 지역은행 부실 우려…되살아난 2023년 악몽[뉴욕마감]
https://n.news.naver.com/mnews/article/008/0005264165?sid=101