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2026.06.18(๋ชฉ) Particle Healthcare News โ—†์žฌ์ฆˆ, ์•ฑ์…€๋ ˆ๋ผ์™€ ์ฐจ์„ธ๋Œ€ ๋‹ค์ค‘ํ•ญ์ฒด ํ•ญ์•”์ œ ๊ฐœ๋ฐœ ํ˜‘๋ ฅ - T์„ธํฌ ์ธ๊ฒŒ์ด์ € ํ•ญ์ฒด ๋ฐœ๊ตด ๊ณ„ํš...์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ๊ณ„์•ฝ https://www.newsmp.com/news/articleView.html?idxno=254823 โ—†็พŽ ์ƒ์› ์ƒ์ž„์œ„, ๋ฐ”์ด์˜ค์‹œ๋ฐ€๋Ÿฌ ๊ทœ์ œ์™„ํ™”๋ฒ• ๋งŒ์žฅ์ผ์น˜ ํ†ต๊ณผ - ๋ฐ”์ด์˜ค์‹œ๋ฐ€๋Ÿฌ์™€ ์˜ค๋ฆฌ์ง€๋„ ์ œํ’ˆ๊ณผ ์ž๋™ ์ƒํ˜ธ๊ตํ™˜ ๊ฐ€๋Šฅ ์ธ์ • http://www.medisobizanews.com/news/articleView.html?idxno=139515 โ—†๋ชจ๋”๋‚˜, ๊ฐ์—ผ๋ณ‘ยท์•”ยทํฌ๊ท€์งˆํ™˜ 3๋Œ€ ์‚ฌ์—… ์žฌํŽธ - 2028๋…„๊นŒ์ง€ ์‹ ์•ฝ 3๊ฐœ ์ถœ์‹œ ์ „๋ง https://www.thebionews.net/news/articleView.html?idxno=25565 โ—†์—์ง€์™€์ด์ฆˆ, ๋น„๋Œ€์„ฑ ์‹ฌ๊ทผ๋ณ‘์ฆ ์น˜๋ฃŒ์ œ 2์ƒ ๊ฒฐ๊ณผ ๊ธ์ •์  - ์‹ฌ์žฅ ๊ทผ์ ˆ ์กฐ์ ˆ์ œ ํ›„๋ณด๋ฌผ์งˆ...์˜ฌ 4๋ถ„๊ธฐ 3์ƒ ์ง„์ž… ์˜ˆ์ • https://www.newsmp.com/news/articleView.html?idxno=254782 โ—†"์•” ์ƒ๊ธฐ๊ธฐ ์ „์— ๋ง‰๋Š”๋‹ค"โ€ฆ์ „์•”(ๅ‰็™Œ) ์—ฐ๊ตฌ ์‹œ๋Œ€ ๋ณธ๊ฒฉ ๊ฐœ๋ง‰ - ็พŽ NCI 'Pre-Cancer Atlas' ๋ณธ๊ฒฉํ™”โ€ฆ์•” ๋ฐœ์ƒ ์ด์ „ ๋‹จ๊ณ„ ์ถ”์  https://www.apsk.co.kr/news/articleView.html?idxno=539607 โ—†ํ˜ˆ์••์•ฝ ์œ„์— GLP-1 ๋”ํ–ˆ๋”๋‹ˆ..์–ด์ง€๋Ÿผยท์‹ค์‹  ์œ„ํ—˜ ์‹ ํ˜ธ ์ปค์กŒ๋‹ค - ๋น„๋งŒยท๋‹น๋‡จ ์น˜๋ฃŒ์ œ ํ™•์‚ฐ ์† ์ €ํ˜ˆ์•• ์‚ฌ๊ฑด ์ฆ๊ฐ€ https://www.kpanews.co.kr/news/articleView.html?idxno=536897 โ—†JNJ, ๋ฆฌ๋ธŒ๋ฆฌ๋ฐ˜ํŠธ SC 7์›” ็พŽ J์ฝ”๋“œ ์ง„์ž… - ๊ณจ๋“œ๋งŒ์‚ญ์Šค ์ปจํผ๋Ÿฐ์Šค์„œ ๋ฐœํ‘œ...๋ ‰๋ผ์ž ๋งค์ถœ ํ™•๋Œ€ ๊ธฐ๋Œ€ https://www.hankyung.com/article/202606172431i โ—†์ ฌํผ๋ฆฌ, dMMR/MSI-H ์ž๊ถ๋‚ด๋ง‰์•” ์™„์น˜ ๊ฐ€๋Šฅ์„ฑ ์žฌํ™•์ธ - RUBY 3์ƒ 4๋…„์ฐจ ๋ฐ์ดํ„ฐ ์ถ”๊ฐ€ ๋ถ„์„ https://www.newsmp.com/news/articleView.html?idxno=254819
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Matn yo'q...
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์ž„์ƒ ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ ์ผ์ •
์ž„์ƒ ๋ฐ์ดํ„ฐ ๋ฐœํ‘œ ์ผ์ •
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https://mobile.newsis.com/view/NISX20260618_0003673496
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์ด๋ฏธ ๋ˆˆ์น˜๋ฅผ ์ฑ˜์œผ๋‚˜ ๋ˆŒ๋Ÿฌ๋ณธ ์–ด๊ทธ๋กœ ๊ธฐ์‚ฌ
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ํด๋ฆญ์ „์—
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https://m.blog.naver.com/marketwizard8/224319443863
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+1
Matn yo'q...
279
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9์›”๋ถ€ํ„ฐ 3๊ต๋Œ€๊ฐ??
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https://m.sidae.com/article/2026061717480980043
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https://blog.naver.com/marketwizard8/224318845881
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ํƒœ์›…, ๋ฏธ๊ตญ ํ…Œ๋ผํŒŒ์›Œ SMR ํ”„๋กœ์ ํŠธ 4์„ธ๋Œ€ ํ•ต์‹ฌ ๋ถ€ํ’ˆ ์ˆ˜์ฃผ https://www.hankyung.com/article/202606171757h
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DSํˆฌ์ž์ฆ๊ถŒ ๋ฐ˜๋„์ฒด Analyst ์ด์ˆ˜๋ฆผ [๋ฐ˜๋„์ฒด] Higher, Better, More! - ํ•˜๋ฐ˜๊ธฐ ๋ฉ”๋ชจ๋ฆฌ ๊ฐ•์„ธ๋Š” HBM ๊ฐ€๊ฒฉ ์ƒ์Šน์ด ์ฃผ๋„ํ•  ๊ฒƒ์œผ๋กœ ์ „๋งํ•ฉ๋‹ˆ๋‹ค. ํ˜„์žฌ ๋ฉ”๋ชจ๋ฆฌ ์—…์ฒด๋“ค์˜ ์ƒ์‚ฐ ์˜์‚ฌ๊ฒฐ์ •์ด ๋ฒ”์šฉ DRAM์ด ์•„๋‹Œ HBM ์ˆ˜์ต์„ฑ์„ ์ค‘์‹ฌ์œผ๋กœ ์ด๋ฃจ์–ด์ง€๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค. - ๋ฉ”๋ชจ๋ฆฌ ์—…์ฒด๋“ค์˜ ํ•˜๋ฐ˜๊ธฐ HBM ๊ฐ€๊ฒฉ ํ˜‘์ƒ๋ ฅ์€ ๊ฐ•ํ™”๋  ์ „๋ง์ด๋ฉฐ, ์ด ๊ฒฝ์šฐ ๋” ๋งŽ์€ ์บํŒŒ๋ฅผ HBM์œผ๋กœ ๋ฐฐ์ •ํ•˜๊ฒŒ ๋ฉ๋‹ˆ๋‹ค. ์ด๋Š” ๋‹ค์‹œ ๋ฒ”์šฉ DRAM ๊ณต๊ธ‰์„ ์ œํ•œํ•˜๋ฉฐ ์ „์ฒด ๋ฉ”๋ชจ๋ฆฌ ๊ฐ€๊ฒฉ์„ ๋†’์ด๋Š” ์„ ์ˆœํ™˜์œผ๋กœ ์ด์–ด์ง‘๋‹ˆ๋‹ค. - ์ˆ˜์š” ์ธก๋ฉด์—์„œ๋„ ํ† ํฐ ๋น„์šฉ ํ•˜๋ฝ๊ณผ ํ† ํฐ ์‚ฌ์šฉ๋Ÿ‰ ์ฆ๊ฐ€๋กœ AI ์ธํ”„๋ผ ํ™•์žฅ์ด ์ง€์†๋  ์ „๋ง์ž…๋‹ˆ๋‹ค. ์ถ”๋ก  ์ˆ˜์š”์˜ ๊ตฌ์กฐ์  ์ฆ๊ฐ€๋Š” AI ์ธํ”„๋ผ์˜ OPEX ์ฆ๊ฐ€๋ฅผ ์•ผ๊ธฐํ•˜๋ฉฐ ์ด์— ๋”ฐ๋ผ AI ์ธํ”„๋ผ๋Š” ์ ์  ๋” ํšจ์œจ์„ฑ ์ค‘์‹ฌ์œผ๋กœ ์ง„ํ™”ํ•ฉ๋‹ˆ๋‹ค. - ์ด ๊ณผ์ •์—์„œ ์ปดํ“จํŒ…์˜ ์ค‘์‹ฌ์ด ์นฉ์—์„œ ๋ž™์œผ๋กœ ์ด๋™ํ•˜๊ฒŒ ๋˜๊ณ  ๋ฉ”๋ชจ๋ฆฌ์˜ ์ „๋žต์  ๊ฐ€์น˜๊ฐ€ ๋”์šฑ ์ƒ์Šนํ•  ์ „๋ง์ž…๋‹ˆ๋‹ค. ๋ž™ ์„ฑ๋Šฅ ํ–ฅ์ƒ์ด GPU ๊ฐœ์ˆ˜๊ฐ€ ์•„๋‹Œ ๋ฉ”๋ชจ๋ฆฌ ์šฉ๋Ÿ‰๊ณผ ๋Œ€์—ญํญ ํ™•๋Œ€์— ์˜ํ•ด ๊ฒฐ์ •๋˜๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค. - Blackwell๊ณผ Vera Rubin์„ ๋ž™ ๋‹จ์œ„(NVL72)๋กœ ๋น„๊ตํ•ด๋ณด๋ฉด ์—ฐ์‚ฐ ์„ฑ๋Šฅ ํ–ฅ์ƒ(FP4 +157%)์˜ ์ƒ๋‹น ๋ถ€๋ถ„์ด ๋ฉ”๋ชจ๋ฆฌ ์šฉ๋Ÿ‰ ์ฆ๊ฐ€(38TBโ†’75TB, +140%)์—์„œ ๋ฐœ์ƒํ•ฉ๋‹ˆ๋‹ค. Rubin Ultra NVL576์—์„œ๋Š” ์ด ๋ฉ”๋ชจ๋ฆฌ ์šฉ๋Ÿ‰์ด 432TB๋กœ ๋ฉ”๋ชจ๋ฆฌ ์‚ฌ์ดํด์ด ์˜ˆ์ƒ๋ณด๋‹ค ์žฅ๊ธฐํ™”๋  ์ „๋ง์ž…๋‹ˆ๋‹ค. Top picks - ์‚ผ์„ฑ์ „์ž(TP 53๋งŒ์›) - ๋ถ„๊ธฐ 100์กฐ์› ์ด์ต ์ฒด๋ ฅ - SKํ•˜์ด๋‹‰์Šค(TP 310๋งŒ์›) - ๊ฐ€์ž ๋ฏธ๊ตญ์œผ๋กœ - ๋ณ€๋™์„ฑ ์ธก๋ฉด์—์„œ 7์›” ์ค‘์ˆœ๊นŒ์ง€ ๋Œ€ํ˜•์ฃผ ์„ ํ˜ธํ•˜๋‚˜ ์†Œ๋ถ€์žฅ ์—ญ์‹œ 2๋ถ„๊ธฐ ์‹ค์  ์‹œ์ฆŒ ์ „ํ›„๋กœ ์ฃผ๊ฐ€ ๋ž ๋ฆฌ ๊ธฐ๋Œ€ - ์žฅ๋น„/๋ถ€ํ’ˆ ์—…์ฒด ์‹ค์  ๊ฐœ์„  2028๋…„๊นŒ์ง€ ์ง€์†. 2H26๋ถ€ํ„ฐ HBM ํ›„๊ณต์ • ํˆฌ์ž, 2027๋…„ P5, ์šฉ์ธํ–ฅ ์‹ ์žฅ๋น„ ๋ฐœ์ฃผ ๋ณธ๊ฒฉํ™” ์ด ์ž๋ฃŒ๋Š” ์กฐ์‚ฌ๋ถ„์„์ž๋ฃŒ ๊ณตํ‘œ ์Šน์ธ์ด ์ด๋ฃจ์–ด์ง„ ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค. DSํˆฌ์ž์ฆ๊ถŒ ๋ฆฌ์„œ์น˜ ํ…”๋ ˆ๊ทธ๋žจ ๋งํฌ : https://t.me/DSInvResearch DSํˆฌ์ž์ฆ๊ถŒ ๋ฐ˜๋„์ฒด ํ…”๋ ˆ๊ทธ๋žจ ๋งํฌ : https://t.me/dssemicon
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https://m.blog.naver.com/marketwizard8/224318346654
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+1
Matn yo'q...
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ํ•˜๋ฝ 2์œ„ ETF ์‹ ๋ฐ•
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6/16 ๊ตญ๋‚ด ์ƒ์žฅ ETF ์ˆ˜์ต๋ฅ  ์ƒ/ํ•˜์œ„ TOP5
6/16 ๊ตญ๋‚ด ์ƒ์žฅ ETF ์ˆ˜์ต๋ฅ  ์ƒ/ํ•˜์œ„ TOP5
381
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https://blog.naver.com/marketwizard8/224317704387
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DL์ด์•ค์”จ๋Š” 9๋งŒ์›๋Œ€์—์„œ ์ˆ˜์ต์ด๋ฉด ์ฑ™๊ฒจ์ฃผ๋Š” ๋Œ€์‘ ์—ด์–ด๋‘ก๋‹ˆ๋‹ค
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