2025년 10월 21일 (화) 금일 장전 Daily News

📝2025년 10월 21일 (화) 금일 장전 Daily News

🗞 #반도체/#디스플레이/#IT

✅삼성 엑시노스, 갤S26 전모델에 탑재 확정…애플칩보다 AI 성능 6배↑
https://n.news.naver.com/mnews/article/001/0015689765?sid=101

✅아이브스 “테슬라, AI 시대 새 성장 스토리 쓰기 시작”
https://m.g-enews.com/article/Global-Biz/2025/10/20251021014136281be84d87674_1

✅애플, 아이폰17 흥행 돌풍 속 주가 사상 최고…루프 “목표주가 315달러”
https://m.g-enews.com/article/Global-Biz/2025/10/202510210133204033be84d87674_1

✅“‘로직 다이’ 수율 90%”… 삼성 파운드리, HBM4 품질 최종 테스트 총력 지원
https://biz.chosun.com/it-science/ict/2025/10/20/U6SVW2NRNVAUZBLDJC36MI34WI/science/ict...

✅국민연금도 코스피 랠리 수혜…삼전·SK하닉 지분가치 31% 육박
https://n.news.naver.com/mnews/article/374/0000469519?sid=101&from=naver

✅삼성, 갤럭시 플래그십 주기 확대…공백 줄인다
https://dealsite.co.kr/articles/149747/068020?from=naver

✅美로 이동하는 반도체 공급망 축…삼성·SK '현지생산 안정화' 핵심
https://n.news.naver.com/mnews/article/421/0008550781?sid=101&from=naver

✅삼성전자, 8세대 낸드도 흥행 가도…가동률 10% 이상 올라
https://n.news.naver.com/mnews/article/092/0002394558?sid=105

✅中 떠나는 마이크론, 韓 향해 손짓…‘반도체 전쟁’ 기회인가 위기인가
https://v.daum.net/v/20251021060308527?from=naver

✅애플 '폴더블 아이폰' 출시 연기되나…“힌지 개발 지연”
https://n.news.naver.com/mnews/article/030/0003360855?sid=104&from=naver

✅삼성·TSMC, 美에 최첨단 EUV 장비 배치 속도… ‘메이드 인 USA’ 서두른다
https://n.news.naver.com/mnews/article/366/0001116005?sid=105&from=naver


🗞 #자동차/#2차전지/#로봇/#기계

✅"미국서 잘 팔렸는데 어쩌다"…관세 폭탄 맞은 車 '비명'
https://n.news.naver.com/mnews/article/015/0005199590?sid=103&from=naver

✅NYT “현대차그룹, 구금사태에도 미국 투자 계속…대안 없어”
https://n.news.naver.com/mnews/article/020/0003668598?sid=101&from=naver

✅이번엔 팔…삼성 '봇핏', 전신형 웨어러블 로봇으로 확장
https://dealsite.co.kr/articles/149796/068020?from=naver


🗞 #소비재/#유통/#엔터/#게임/#레저

✅성수동 상륙한 中 ‘플라워노즈’… C뷰티, K뷰티 안방까지 넘본다
https://biz.chosun.com/distribution/fashion-beauty/2025/10/21/W23SFDQXP5CJBJVMEH7TJ7E2MU/

✅美 관세도 뚫은 K-뷰티…수출·글로벌 브랜드 증가에 韓ODM '방긋'
https://n.news.naver.com/mnews/article/421/0008550782?sid=101&from=naver


🗞 #우주/#방산/#조선/#에너지/#바이오/#철강/#화학

✅현대건설, 본격적인 글로벌 원전 시장 진출 코앞…'매수'-한화
https://n.news.naver.com/mnews/article/018/0006142848?sid=101&from=naver

✅"ESMO 키워드 명확…AI·임상 강화로 혁신 가속"
https://www.dailypharm.com/Users/News/NewsView.html?ID=327847

✅中 열연 수입 팬데믹 이후 최저…반덤핑 관세 효과에 철강업계 '반색'
https://n.news.naver.com/mnews/article/008/0005265637?sid=101&from=naver

✅정부, 내년 '마스가' 상징 K-조선 테크 얼라이언스 가동
https://n.news.naver.com/mnews/article/422/0000792993?sid=101&from=naver

✅美 무역 수장, 한화오션 제재에 “中강압 맞서 대미 투자 계속 장려”
https://n.news.naver.com/mnews/article/023/0003935780?sid=104&from=naver

✅美·호주, 희토류 협정에 日도 참여···韓은?[이태규의 워싱턴 플레이북]
https://v.daum.net/v/20251021072114810?from=naver

✅한텍 "북미 프로젝트 본격화, 친환경 모멘텀"
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202510131140102840106490&lcode=00&page=1&svccode=00&from=naver

✅조선 빅3, 3Q 영업익 1.5조원 돌파 전망…미중 갈등 불씨 '복병'
https://n.news.naver.com/mnews/article/421/0008550797?sid=101&from=naver


🗞 #사회/#정부/#부동산/#일반/#기타

✅대통령실 “부동산 유일무이 투자수단 되는 것 경계”
https://biz.chosun.com/policy/politics/president_office/2025/10/20/CFJ24SOTNZHDNLMRVHPUXAQBXI/

✅토허제 첫날 “문의조차 실종”…공급 뒷받침될까
https://n.news.naver.com/mnews/article/056/0012050393?sid=101&from=naver


🗞 #해외

✅'연준 의장 후보' 라이더 "나라면 금리 조속히 3%까지 내릴 것"
https://news.einfomax.co.kr/news/articleView.html?idxno=4379331

✅JP모건 “S&P500, 조정 오면 기회다...내년 7000 돌파 전망”
https://m.g-https://m.g-enews.com/article/Global-Biz/2025/10/2025102106012324123bc914ac71_1

✅[초점] 중국 함정 370척 vs 미국 293척…트럼프 "배만 뒤처졌다" 발언의 진실
https://m.g-https://m.g-enews.com/article/Global-Biz/2025/10/202510210641559279fbbec65dfb_1

✅미·러정상회담 준비 박차…미 특사·부통령 중동행
https://n.news.naver.com/mnews/article/422/0000793029?sid=104&from=naver

✅우크라전 언급한 트럼프 '의미심장'...EU 외교수장 작심발언
https://n.news.naver.com/mnews/article/052/0002262126?sid=104&from=naver

✅주일 美대사 "트럼프 방일시 5500억불 투자 등 미일합의 서명식"
https://n.news.naver.com/mnews/article/421/0008550812?sid=104&from=naver

✅일본 다카이치, 첫 여성 총리 '예약'
https://v.daum.net/v/20251021072511865?from=naver

✅판문점 견학 일시 중단, 미 언론은 카페 대관…북미회담 진짜 열리나
https://n.news.naver.com/mnews/article/057/0001914216?sid=100&from=naver

✅가자 휴전 '무산' 위기에 美 외교전 총력…부통령·특사 중동행
https://n.news.naver.com/mnews/article/448/0000564873?sid=104&from=naver

✅美장관 “스페이스X만 기다리지 않아”…달착륙선 지연에 계약철회 시사
https://n.news.naver.com/mnews/article/020/0003668600?sid=104&from=naver

✅트럼프 “中과 공정한 협정 체결할 것…안되면 관세 155%까지 인상”
https://n.news.naver.com/mnews/article/020/0003668597?sid=100&from=naver

✅트럼프 "우크라이나 승리 가능성 낮아…전쟁은 결국 끝날 것"
https://n.news.naver.com/mnews/article/123/0002370229?sid=104&from=naver

트럼프 "우크라이나 승리 가능성 낮아…전쟁은 결국 끝날 것"

 

 

🗓 25.10.21 증시 주요 일정 및 코멘트

✅ 국내
국제조선 및 해양산업전 '코마린 2025' 개최
법원, 김범수 카카오 창업자 시세조종 혐의 1심 선고
DL, 조회공시 요구(종속회사 DL케미칼의 카리플렉스 매각 관련 보도)에 대한 답변 재공시 기한
韓실적발표) 부광약품
추가상장 : 카카오페이, 서울식품, 코퍼스코리아, 피앤에스로보틱스, 에브리봇, 보로노이
보호예수 해제 : 주연테크, SK바이오사이언스, 플라즈맵, 루미르 보호예수 해제

✅ 해외
日) 임시국회 개최
크리스토퍼 월러 연준 이사 연설(현지시간)
영국) 9월 공공부문 순차입/순상환(현지시간)
美실적발표) 3M, 넷플릭스, 레이시온 테크놀로지스, 제너럴모터스(GM), 코카콜라, 텍사스 인스트루먼트 (현지시간)