2025년 10월 22일 (수) 금일 장전 Daily News

📝2025년 10월 22일 (수) 금일 장전 Daily News

[25.10.22 증시 주요 일정]

✅ 국내
애플, 아이폰17 에어 중국출시
삼성전자, 확장현실 헤드셋 '프로젝트 무한' 출시
MBK파트너스, 사회적책임위원회 공식 출범
2025 대한민국 ICT융합 엑스포
재생의료·노화 관련 Osong Bio 2025 심포지엄
LIG넥스원, 2조원 규모 전자전기 수주 보도 관련 재공시 기한
코아스, 조회공시 요구(신주발행무효확인의 소제기설)에 대한 답변 재공시 기한
엑시온그룹, 조회공시요구(현저한 시황변동)에 대한 답변 관련 재공시 기한
9월 생산자물가지수(잠정)
韓실적발표) LS ELECTRIC
추가상장 : 알티캐스트, 시프트업, 큐리옥스바이오시스템즈, 오늘이엔엠, 나우로보틱스, 메디포스트, 블루엠텍, 아이비젼웍스, 이수앱지스, 심텍, 툴젠, 팜젠사이언스, 와이엠티

✅ 해외
마이클 바 연준 이사 연설(현지시간)
日) 9월 무역수지
영국) 9월 소비자물가지수(CPI)(현지시간)
영국) 8월 생산자물가지수(PPI)(현지시간)
美) 주간 MBA 모기지 신청건수(현지시간)
美) 주간 원유재고(현지시간)
美) 20년 만기 국채 입찰(현지시간)
美실적발표) 테슬라, AT&T, IBM, 램리서치, 무디스, 알코아(현지시간)

 

 

🗞 #반도체/#디스플레이/#IT

✅“삼성전자, SK하이닉스 주가 더 간다”
https://n.news.naver.com/mnews/article/018/0006143619?sid=101

✅삼성·SK ‘HBM4 맞대결’…엔비디아 차기칩 주인공은 누가 될까 [AI 프리즘*주식투자자 뉴스]
https://n.news.naver.com/mnews/article/011/0004546166?sid=101

✅오픈AI, 웹브라우저 '챗GPT 아틀라스' 출시…구글에 도전장
https://n.news.naver.com/mnews/article/030/0003361297?sid=105&from=naver

✅4Q 'MLCC 양극화' 심화…韓·日 웃고 中·대만 울상
https://n.news.naver.com/mnews/article/003/0013549317?sid=101

✅서학개미, 'AI 2차 수혜주' 아이리스에너지에 '베팅'
https://n.news.naver.com/mnews/article/417/0001108021?sid=101

✅제임스 맥니븐 Arm 부사장 "TOPS는 숫자일 뿐…AI 이제 CPU에서 돌아간다”
https://n.news.naver.com/mnews/article/138/0002207451

✅"삼성전자 부활 최대 수혜"…기관이 쓸어담은 원익IPS [종목+]
https://n.news.naver.com/mnews/article/015/0005200213?sid=101&from=naver

✅WSJ "올트먼 잘못되면 AI 주식 모두 몰락"
https://m.blog.naver.com/cy2863/224049465469

✅애플, 실적 발표 앞두고 "주가 290달러 간다" 전망 쏟아져
https://www.g-enews.com/article/Global-Biz/2025/10/2025102121573061333bc914ac71_1

✅카카오 김범수 SM 주가조작 혐의 1심 무죄
https://news.kbs.co.kr/news/pc/view/view.do?ncd=8386345&ref=A


🗞 #자동차/#2차전지/#로봇/#기계

✅[이주의 관.종]엘앤에프, 'AI·비중국 공급망 수혜' 2차전지株 부각
https://n.news.naver.com/mnews/article/277/0005667692?sid=101

✅GM, 3분기 실적 ‘서프라이즈’…연간 가이던스 상향에 주가 14% 폭등
https://www.g-enews.com/article/Global-Biz/2025/10/2025102123013445433bc914ac71_1


🗞 #소비재/#유통/#엔터/#게임/#레저

✅K뷰티, 깐깐 한국인 잡자 세계인도 반했다
https://www.khan.co.kr/article/202510220611001

✅지수, 빌보드 '핫100' 첫 진입…블랙핑크 네 멤버 모두 차트인
https://www.newsis.com/view/NISX20251022_0003371631

✅K뷰티 인기에 '화장품 펀드'도 나왔다
https://www.sedaily.com/NewsView/2GZ9YF8GQP


🗞 #우주/#방산/#조선/#에너지/#바이오/#철강/#화학

✅"美 선박, 韓서 건조"…한미 조선업 협력위 만든다
https://www.hankyung.com/article/2025102135701

✅하나證 “한국전력, 분기 최대 실적 달성 전망… 목표가 22% 상향”
https://biz.chosun.com/stock/market_trend/2025/10/22/TRGHDYGT7VDCHCQ35T3VR4Y4Y4/

✅분식회계 연루 ‘오너 3세’ 딸 해임 못하겠다...TYM, 증선위 상대 불복 행정소송
https://biz.chosun.com/industry/business-venture/2025/10/22/XSLCOSU2JFGMFI3EJNHGYT5XXM/

✅중국 생산량, 다시 늘어난다…K-철강, 부담감 가중
https://n.news.naver.com/mnews/article/003/0013549370?sid=101

✅[단독]지투지바이오, 새 빅파마와 공장실사 돌입…추가 기술이전 청신호
https://n.news.naver.com/mnews/article/018/0006143614?sid=105&from=naver

✅머스크, 브라질산 에탄올 혼합 선박연료 첫 시험…해운 탈탄소화 본격화
https://www.impacton.net/news/articleView.html?idxno=16823

✅[바이오사 리포트] 셀트리온, 1조 매출보다 빛난 '원가율 39%'…수익구조 반전 시작
https://n.news.naver.com/mnews/article/293/0000073862?sid=101

✅中, 캐나다 최대 원유 고객으로 등극…트랜스마운틴 파이프라인 덕분
https://m.g-enews.com/view.php?ud=2025102118542033690c8c1c064d_1

✅"AI 덕분에 변압기 몸값도 재산정"…반도체만큼 비싸지는 효성重·HD현대일렉
https://www.investchosun.com/m/article.html?contid=2025102080180

✅[상보] 국제유가, 과잉 공급 우려 완화에…WTI 0.5%↑
https://m.etoday.co.kr/news/view/2516997

✅"심사 단축·임상 가속 기대"…줄기세포 규제 완화에 업계 '방긋'
https://n.news.naver.com/mnews/article/421/0008553761?rc=N&ntype=RANKING&sid=100


🗞 #사회/#정부/#부동산/#일반/#기타

✅국제금값, 차익실현에 하루새 5%대 급락
https://www.getnews.co.kr/news/articleView.html?idxno=845438

✅국회, 3+3+3 전세법안 만지작…임대차시장 술렁
https://m.dnews.co.kr/m_home/view.jsp?idxno=202510211519051330521


🗞 #해외

✅‘中 견제’ IPEF 회원국들 ‘핵심광물 수급비상’ 모의훈련…미국은 빠져
https://n.news.naver.com/mnews/article/016/0002545246?sid=101

✅트럼프, 푸틴과 회담 취소 묻자 "시간 낭비 안 원해"
https://n.news.naver.com/mnews/article/057/0001914443?sid=104

✅트럼프, "민주당은 방해꾼"…셧다운 장기화 속 강경 발언 이어가
https://n.news.naver.com/mnews/article/123/0002370319?sid=104

✅월가서 원전주-양자주 일제 폭락, 버블 붕괴하는 듯(종합)
https://n.news.naver.com/mnews/article/421/0008553765?sid=104

✅트럼프, 내년 중간선거 겨냥…"지면 급진 좌파에 성과 뺏겨"
https://n.news.naver.com/mnews/article/025/0003476970?sid=104

✅다카이치 日 총리 선출...엔화가치 '뚝' vs 달러 '절상'
https://www.choicenews.co.kr/news/articleView.html?idxno=155490

✅EU, 中 희토류 수출제한 강화에 "협의하자"…中상무 곧 유럽행
https://n.news.naver.com/mnews/article/421/0008553830?sid=104&from=naver

✅美 연준, 금리 인하 10월 확정·12월 불투명…한국 금리·환율 영향권
https://www.g-enews.com/article/Global-Biz/2025/10/202510211801586369fbbec65dfb_1