10.21 이슈 정리

https://www.hankyung.com/finance/article/202110200627i
美 레버리지 상품 쓸어담는 서학개미
- 나스닥, 필라델피아 반도체지수, 대형 기술주 2~3배 레버리지

https://www.hankyung.com/car/article/2021102017441
'전기버스' 에디슨모터스, 쌍용자동차 새 주인 된다

https://www.hankyung.com/realestate/article/2021102014261
GS건설, 국내 최대 해수담수화 시설 짓는다
- 한국수자원공사가 발주한 '대산임해해수담수화' 프로젝트 사업자로 선정
- 서산시에 있는 화학 공업단지인 대산산업단지에 산업용 용수 공급을 위한 해수 담수화 플랜트를 짓는 프로젝트
- 역삼투압 기술력과 설계 노하우가 수주에 결정적인 역할, 이전에는 물을 증발시켜 담수로 만드는 열 기반 기술이 대세였지만, 친환경적인 역삼투압 현상을 이용한 분리막 기술로 시장이 재편되는 추세 

https://www.hankyung.com/economy/article/2021102014901
치솟는 유가에…유류세 인하 검토

https://www.hankyung.com/finance/article/2021102013321
"한국기업 이러다 큰일 난다"…반도체 전략 바꾼 日의 큰그림
- TSMC 이어 마이크론도 일본 반도체 투자, 8조원 들여 D램 공장 신설
- 백화점식 글로벌 기업 유치로 자국 반도체 생태계를 강화하려는 일본 정부의 산업전략
- 반도체 소재와 장비 분야에서 세계 최고 수준의 기술력을 갖고 있지만 반도체 완제품을 생산하는 곳은 낸드플래시업계 2위인 키오시아뿐
- 해외 기업을 자국에 유치하고 글로벌 세력을 구축하는 동시에 기술 개발에서 협력을 이끌어내야 한다..., 반도체 소재와 장비 분야에서 세계 최고 수준인 자국 기업들을 이용
- 한국 기업들이 공급망 관리에 어려움을 겪게 될 것이라는 우려의 목소리, 즉 일본 소재, 장비 업체들의 물량이 일본 내 글로벌 기업으로 간다는 것

https://www.hankyung.com/finance/article/202110200307i
실리콘밸리 최고 투자자가 꼽은 '톱픽'…'메타버스'보단 '빅데이터' [황정수의 인(人) 실리콘밸리]

 

https://www.hankyung.com/economy/article/2021102013921
반도체 업계 '슈퍼 을' ASML, 이익률 50% 돌파
-세계 반도체 노광장비 독점, 3분기 누적 매출이 13조
- 창사 이래 매출총이익률 50% 돌파
- EUV(극자외선) 장비가 멱살잡고 하드캐리, ASML은 세계 반도체 노공장비의 90%를 공급 중
- 노광이란 빛으로 웨이퍼에 회로를 새기는 공정을 뜻함 

https://www.hankyung.com/international/article/202110201004i
연말 美 IPO 대어 글로벌파운드리스…28일 나스닥 상장
- 대만 TSMC, 삼성전자에 이어 세계 파운드리 시장 3위권 기업

https://www.hankyung.com/economy/article/2021102013111
"신입 연봉 5000만원 준대도 안 와…日 은퇴자 모셔올 판"
- 수소 연료전지 시스템, 어마어마한 인력난 연봉 8000만원 제시해도 사람들 안 와, 일본에서 은퇴한 연료전지 전문가를 채용할 것을 고려??

https://www.hankyung.com/economy/article/202110198027g
한달새 사이판 4000명 예약…꾹꾹 눌렀던 여행수요 터졌다

https://www.hankyung.com/economy/article/202110201898Y
'전력난' 중국, 미국 LNG 대량 수입계약…20년간 400만t씩(종합)

https://www.hankyung.com/economy/article/2021102014631
수요예측 대박 친 엔켐, 공모가 20% 상향 [마켓인사이트]

https://www.hankyung.com/economy/article/202110201597Y
발사후 16분 7초간 누리호 운명 결정…성공 확인엔 30분(종합)

https://www.hankyung.com/economy/article/2021102014331
'원자재 부국' 집중 공략 통했다…현대건설기계, 중남미 최대실적
- 작년 하반기부터 진행되고 있는 원자재 붐과 적극적인 신흥시장 공략 전략이 맞물린 결과 

https://www.hankyung.com/economy/article/2021102013461
에너지 전문가 70% "저탄소기술 상용화 어렵다"

https://www.hankyung.com/economy/article/202110201117Y
JYP 사상 최고가·하이브 52주 신고가…엔터주 연일 급등(종합)
- 오프라인 공연 재개와 호실적 기대 

https://www.hankyung.com/international/article/2021102013261
英에 날아들 '친환경 청구서'…"넷제로 하려면 세금 더 걷어야"

https://www.hankyung.com/finance/article/202110200746i
[애널리스트 칼럼] 금리인상기 전통 금융주만 수혜? 온라인 금융사도 눈여겨봐야
1. JP 모건
2. 경기 베타의 '씨티그룹
3. 비자와 마스터카드
4. 페이팔과 스퀘어
5. 어펌과 애프터페이
6. 리츠 프로로지스, 리츠 사이먼 프로퍼티 그룹
7. 찰스슈압과 로빈후드 

https://www.hankyung.com/finance/article/2021102013911
퀀텀스케이프 주가 5분의 1토막, "전고체 배터리 대장…매수 찬스"
- 전고체 배터리는 기존 기술인 리튬이온 전지의 액체 전해질을 고체로 대체, 인화성 물질이 없어 화재 위험이 작다.
- 배터리 용량을 확대하고 크기를 축소할 수도 있다. 
- 전고체 배터리는 최소 12겹 이상의 다층 셀 기술이 뒷받침돼야 상용화가 가능
- 도요타가 전고체 배터리 탑재 차량을 내년에 내놓을 걸 -> 이거 주목