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λ„˜λ²„μ›νŒ¨λ°€λ¦¬πŸ‘

λ„˜λ²„μ›νŒ¨λ°€λ¦¬πŸ‘

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2025 ν•œκ΅­κ²½μ œμ™€μš°λ„· κ³΅μ‹μˆ˜μ΅λ₯  140%돌파, ν•œκ΅­κ²½μ œTV μ™€μš°λ„· λ² μŠ€νŠΈμ „λ¬Έκ°€ μ΄μƒλ‘œ μ£Όμ‹μ‹œμž₯ νŠΈλ Œλ“œλ₯Ό 미리 μ„ μ ν•©λ‹ˆλ‹€

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Channel Posts
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https://v.daum.net/v/20260707074517295
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πŸ“‹ μ€‘κ΅­μ˜ Kμžν˜• κ²½κΈ°, μ •λΆ€μ˜ 선택은? 🏒 λ©”λ¦¬μΈ μ¦κΆŒ | 2026.06.18 졜근 쀑ꡭ κ²½κΈ°λŠ” λ‚΄μˆ˜ 둔화와 수좜 견쑰의 Kμžν˜• μ–‘κ·Ήν™”λ₯Ό 보이고 μžˆλ‹€. 5μ›” μ†Œλ§€νŒλ§€κ°€ μ „λ…„λ™κΈ°λŒ€λΉ„ 0.6% κ°μ†Œν•΄ μ—­μ„±μž₯으둜 μ „ν™˜λ˜μ—ˆκ³  κ³ μ •μžμ‚°νˆ¬μžλ„ 4.1% κ°μ†Œν–ˆλ‹€. λ‹€λ§Œ 5μ›” μˆ˜μΆœμ€ μ „λ…„λ™κΈ°λŒ€λΉ„ 19.2% μ¦κ°€ν–ˆκ³  μ˜¬ν•΄ 1~5μ›” 산업생산은 5%λŒ€μ˜ μ„±μž₯λ₯ μ„ μœ μ§€ν•˜κ³  μžˆλ‹€.
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πŸ“‹ 6μ›” FOMC회의: 첫 λ§Œλ‚¨μ€ 늘 λ‚―μ„€κΈ° 마련 🏒 μœ μ§„νˆ¬μžμ¦κΆŒ | 2026.06.18 연쀀은 6μ›” FOMCμ—μ„œ 금리λ₯Ό 3.5%~3.75%둜 λ™κ²°ν–ˆμŠ΅λ‹ˆλ‹€. λ‹€μˆ˜ μœ„μ›μ΄ μ˜¬ν•΄ 금리 인상을 μ£Όμž₯ν–ˆκ³  근원 PCE λ¬Όκ°€ 전망은 상ν–₯λ˜μ—ˆμŠ΅λ‹ˆλ‹€. μ‹œμž₯은 λΉ…ν…Œν¬ ν•˜λ½κ³Ό ν•¨κ»˜ λ‹¬λŸ¬Β·λ―Έ ꡭ채 κΈˆλ¦¬κ°€ κ°•μ„Έμ˜€μœΌλ©°, μ •μ±… 해석은 λ‹€μ†Œ λͺ¨ν˜Έν–ˆμŠ΅λ‹ˆλ‹€.
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πŸ“Š μ œλ„ˆμ…ˆ (217190) 🏒 ν•œκ΅­IRν˜‘μ˜νšŒ | 2026.06.12 HBM 후곡정 투자 재개둜 2026λ…„ λ§€μΆœμ€ μ „λ…„ λŒ€λΉ„ 증가가 μ˜ˆμƒλ˜λ©°, 맀좜 μ•½ 780얡원, μ˜μ—…μ΄μ΅ μ•½ 89μ–΅μ›μœΌλ‘œ μΆ”μ •λœλ‹€. μ˜μ—…μ΄μ΅λ₯ μ€ μ•½ 11.4%둜 μ œμ‹œλ˜λ©°, 1λΆ„κΈ° 말 μˆ˜μ£Όμž”κ³ λŠ” 425얡원이고 2뢄기에 μ‹ κ·œ μˆ˜μ£Όκ°€ κΈ°λŒ€λœλ‹€. HBM 고단화 및 첨단 νŒ¨ν‚€μ§• ν™•μ‚°μœΌλ‘œ λ³Έλ”© 전후단 μžλ™ν™” μž₯λΉ„ μˆ˜μš”λ„ ν™•λŒ€λ  전망이닀.
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νŠΈλŸΌν”„λŒ€ν†΅λ Ή 생일에 맞좰 쒅전이...λ κ±°λΌλŠ”...γ…Žγ…Žγ…Ž
νŠΈλŸΌν”„λŒ€ν†΅λ Ή 생일에 맞좰 쒅전이...λ κ±°λΌλŠ”...γ…Žγ…Žγ…Ž
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https://naver.me/Gmp1Htrd
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https://www.hankyung.com/article/2026061100087
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https://n.news.naver.com/mnews/article/018/0006302689?sid=101
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πŸ“‹ [6μ›” FOMC 프리뷰] 감독 ꡐ체에도 νŒ€μ€ λ°”λ€Œμ§€ μ•ŠλŠ”λ‹€ 🏒 ν•˜λ‚˜μ¦κΆŒ | 2026.06.11 연쀀은 6μ›” FOMCμ—μ„œ 만μž₯일치 동결 κ°€λŠ₯성이 λ†’κ²Œ 보이며, 맀파적 κΈ°μ‘°λŠ” μ›Œμ‹œ μ‹ μž„ 의μž₯ μ·¨μž„ 이후에도 지속될 전망이닀. 고용 μ§€ν‘œκ°€ 졜근 3κ°œμ›” 연속 10만 λͺ…λŒ€μ— λ¨Έλ¬Όκ³  λ¬Όκ°€ μƒμŠΉ μ••λ ₯이 μ»€μ§€λ©΄μ„œ 맀파적 견해가 강화될 κ°€λŠ₯성이 μžˆλ‹€. 완화적 편ν–₯ 문ꡬλ₯Ό μ‚­μ œν•˜κ³  인내심 문ꡬλ₯Ό μ†Œν™˜ν•΄ μž₯κΈ° 동결 λͺ…뢄을 κ°•ν™”ν•  κ²ƒμœΌλ‘œ μ˜ˆμƒλœλ‹€.
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https://www.ytn.co.kr/_ln/0102_202606110902219151
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https://v.daum.net/v/20260611000646764
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πŸ“‹ [기타] 잰슨 ν™©μ˜ 선택을 받은 λŒ€ν•œλ―Όκ΅­ λ‘œλ³΄ν‹±μŠ€ μ‚°.. 🏒 iM증ꢌ | 2026.06.09 μ œλ„¨ ν™©μ˜ ν•œκ΅­ λ°©λ¬Έκ³Ό λ°œμ–ΈμœΌλ‘œ κ΅­λ‚΄ λ‘œλ³΄ν‹±μŠ€ 산업에 λŒ€ν•œ 관심이 ν™•λŒ€λ˜μ—ˆλ‹€λŠ” 점이 λΆ€κ°λ˜μ—ˆλ‹€. μ‹œμž₯은 잰슨 ν™©μ˜ λ°œμ–Έμ— 큰 무게λ₯Ό 두고 있으며, NVIDIA의 Blackwell GPU 26만 개 곡급 μ†Œμ‹μ΄ μ£Όλͺ©λ°›κ³  μžˆλ‹€. λ°©ν•œ κΈ°κ°„ 2μ°¨ 깐뢀 νšŒλ™μ— μ°Έμ—¬ν•œ SK, LG, 넀이버가 λ©”λͺ¨λ¦¬ 곡급 및 GPU ꡬ맀 고객으둜 μ–ΈκΈ‰λ˜μ—ˆλ‹€.
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πŸ“Š μ œμ΄ν”Όμ•„μ΄ν—¬μŠ€μΌ€μ–΄ (0010) 🏒 ν‚€μ›€μ¦κΆŒ | 2026.06.09 μ˜¬ν•΄ 1λΆ„κΈ° λ§€μΆœμ€ 108μ–΅ μ›μœΌλ‘œ QoQ 12% κ°μ†Œν–ˆκ³  μ˜μ—…μ΄μ΅μ€ 4.6μ–΅ μ›μœΌλ‘œ QoQ 68% κ°μ†Œν–ˆμŠ΅λ‹ˆλ‹€. 쀑동 맀좜 λ―Έμ‹€ν˜„κ³Ό ν™˜μœ¨ λ³€ν™”λ‘œ 원가가 올라 싀적이 μ•…ν™”λμœΌλ©° μ—°κ°„ λ§€μΆœμ€ 512μ–΅ μ›μœΌλ‘œ μ „λ…„ λŒ€λΉ„ 6% μ¦κ°€ν•˜κ³  μ˜μ—…μ΄μ΅μ€ 50μ–΅ μ›μœΌλ‘œ μ „λ…„ λŒ€λΉ„ 2% μƒμŠΉν•  κ²ƒμœΌλ‘œ μ „λ§λ©λ‹ˆλ‹€. 유럽 λ“± μ„ μ§„ μ‹œμž₯의 남은 λΆ„κΈ° μ„±μž₯ κ°€λŠ₯성은 μžˆμ§€λ§Œ, μ—°κ°„ κΈ°μ€€μœΌλ‘œ μ›μž¬λ£ŒλΉ„ μƒμŠΉμ΄ μˆ˜μ΅μ„± μ•…ν™” μš”μΈμœΌλ‘œ 남아 μžˆμŠ΅λ‹ˆλ‹€.
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https://t.me/quick_report/57473
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πŸ“‹ [μž₯쀑 μ‹œν™©] κ³Όκ±° 일일 8% 이상 μ§€μˆ˜κ°€ λΉ μ‘Œμ„ λ•Œλ₯Ό .. 🏒 μœ μ•ˆνƒ€μ¦κΆŒ | 2026.06.08 μ½”μŠ€ν”Όμ™€ μ½”μŠ€λ‹₯이 μž₯쀑 8% λ„˜κ²Œ κΈ‰λ½ν•˜λ©° μ¨ν‚·λΈŒλ ˆμ΄μ»€μ™€ 맀도 μ‚¬μ΄λ“œμΉ΄κ°€ λ°œλ™λλ‹€. λ―Έκ΅­ μ£Όμš” μ§€μˆ˜λ„ 큰 폭 ν•˜λ½ν–ˆκ³ , κ³ μš©μ§€ν‘œλŠ” μ˜ˆμƒλ³΄λ‹€ κ°•μ„Έλ₯Ό 보이며 금리 인상 우렀λ₯Ό ν‚€μ› λ‹€. λ°˜λ„μ²΄ λ…Έμ΄μ¦ˆμ™€ μ™Έν™˜ 변동성에도 λΆˆκ΅¬ν•˜κ³  μ†Œν”„νŠΈμ›¨μ–΄/AI 인프라 μˆ˜μš”λŠ” μ—¬μ „νžˆ κ°•μ„Έλ₯Ό μœ μ§€ν•˜λŠ” λͺ¨μŠ΅μ΄λ‹€.
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적정주가계산기 : https://sangroro.blogspot.com/2026/05/k.html λ¬΄λ£Œλ°©μ†‘μ—μ„œ μ†Œκ°œν•΄λ“œλ¦° κ³„μ‚°κΈ°μž…λ‹ˆλ‹€. λˆ„κ΅¬λ‚˜ νŽΈν•˜κ²Œ μ“°μ‹€μˆ˜ μžˆλ„λ‘ λ§Œλ“€μ–΄λ΄€μŠ΅λ‹ˆλ‹€. ν˜„μž¬μ£Όκ°€, μ£Όμ‹λ°œν–‰μˆ˜, μ˜μ—…μ΄μ΅, λ‹ΉκΈ°μˆœμ΄μ΅μ„ μž…λ ₯ν•˜λ©΄ μžλ™μœΌλ‘œ μΆ”μΆœλ©λ‹ˆλ‹€. νˆ¬μžμ— 도움이 λ˜μ‹œκΈΈ λ°”λžλ‹ˆλ‹€.^^
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https://naver.me/5K6qsd3n
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https://www.etnews.com/20260519000155
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https://www.theguru.co.kr/news/article.html?no=101913
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λ„˜λ²„μ›νŒ¨λ°€λ¦¬πŸ‘ - Statistics & analytics of Telegram channel @leesangro