[24년 5월 2일] 개장 전 주요 뉴스

 

✅ 글로벌 경제/증시

🔸”금리 인하도 인상도 아니다”…파월 양비론에 뉴욕증시 혼조세
https://www.hankyung.com/article/202405020504i

🔸美연준, 금리 5.25~5.50%로 6연속 동결…”인플레 여전히 높다”
https://www.yna.co.kr/view/AKR20240502003351071

🔸계속되는 美고용 호조…4월 민간고용 전월대비 1만명 더 늘어
https://www.sedaily.com/NewsView/2D90REYR8T

🔸중국 디플레이션 수출에 맞서 美 ‘슈퍼 301조’ 카드 꺼낸다
https://weekly.donga.com/economy/article/all/11/4905457/1

 

✅ 해외 산업/기업/종목

🔸아마존, 1분기 ‘어닝 서프라이즈’… AI 수요에 클라우드 매출 17%↑
https://n.news.naver.com/mnews/article/366/0000989823

🔸”깜짝 실적 없었다” AMD-슈퍼 마이크로 급락
https://www.news1.kr/articles/5402306

🔸퀄컴, 스마트폰·차량 칩 수요 회복에 분기 실적 ‘기대 이상’
https://n.news.naver.com/mnews/article/018/0005729033

🔸反이스라엘 불매운동에 스타벅스 타격…’어닝쇼크’ 일어났다
https://view.asiae.co.kr/article/2024050113194128180

🔸일라이릴리 “비만치료제 잘 팔려”…올해 전망치 대폭 상향
https://www.hankyung.com/article/202404308441i

🔸AI용 전력 확보하라…MS, 재생에너지 개발에 14조원 투자
https://www.yna.co.kr/view/AKR20240502007300091

🔸애플, 전직 구글 직원들과 취리히 ‘비밀 연구소’에서 AI 역량 강화
https://www.sedaily.com/NewsView/2D90PCPDF8

🔸머스크, 테슬라 ‘슈퍼차저’ 팀 공중 분해…500명 전원 해고
https://www.hankyung.com/article/202405019586i

 

✅ 국내 증시/산업/기업

🔸車수출 역대최대·반도체 호조 … 美, 中 제치고 최대시장 굳히기
https://www.mk.co.kr/news/economy/11004997

🔸SK하이닉스, 6세대 D램 4분기 양산 체제 돌입
https://www.etnews.com/20240501000174

🔸HBM으로 뜬 엘티씨, 세정장비 수익성 입증 관건
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202404250956462840105358

🔸페루에 한국산 장갑차 ‘백호’ 달린다…현대로템·STX, 30대 수주
https://www.yna.co.kr/view/AKR20240502011600087

🔸4월 화장품 수출 26%↑… 수출 점유율, 미국·일본(26.4%) 〉 중국(25.8%) 추월
http://www.cncnews.co.kr/news/article.html?no=9221

🔸中·日 ‘슈퍼 골든위크’…관광객 20만명 한국 온다
https://www.hankyung.com/article/2024043080981

🔸“웃을 수가 없다”…일본‧중국 관광객 늘어도 면세업계는 ‘울상’
https://www.inews24.com/view/1714590

🔸서진시스템, 1769만6250주 전환청구권 행사
https://www.thelec.kr/news/articleView.html?idxno=27554

 

✅ 정책/정부/정치

🔸“지금이 골든타임”…‘밸류업 공시’ 가이드라인 나온다
https://n.news.naver.com/mnews/article/018/0005728696

 

✅ 사회/기타

🔸[날씨] 전국 대체로 맑고 일부 지역 가끔 구름···낮 최고기온 18~26도
https://www.newspim.com/news/view/20240502000018