11.11 이슈 정리

https://www.hankyung.com/economy/article/2021111002201
반도체 회사 맞나요?…엔비디아, AI 넘어 '메타버스 꿈'
- 로보틱스, 인공지능(AI), 블록체인, 암호화폐, 데이터센터, 자율주행, 메타버스, 우주 등을 테마로한 상장지수펀드(ETF)에 빠지지 않고 포함된다.
- 주가 135% 급등
- 엔비디아의 옴니버스는 산업, 제조, 디자인, 엔지니어링, 자율주행, 로보틱스 등 다양한 분야에 메타버스를 적용하는데 핵심 조력자가 될 것

https://www.hankyung.com/economy/article/202111109486g
"하루 400만원 번다"…가수 테이도 김병현도 뛰어든 사업
- 햄버거 열풍, 신종코로나바이러스 감염증 확산으로 간편 먹거리에 대한 수요가 늘어난 데다 햄버거 시장 진입장벽이 낮다는 점이 요인으로 꼽힘

https://www.hankyung.com/society/article/2021111001691
"왕복 4~5시간씩 걸려 통학"…대학가 '숙소 대란' 벌어졌다

https://www.hankyung.com/society/article/2021111001181
'위드 코로나' 본격 반영도 안됐는데…수도권 병상 가동률 70% 넘어

https://www.hankyung.com/finance/article/2021111000791
"아직도 안샀어?"…'257% 급등' 스치기만 해도 오른다
- 메타버스, NFT
- 펄어비스, 위지윅스튜디오도 강세

https://www.hankyung.com/finance/article/202111107894i
엔低로 日기업 2.2조원 더 번다…도요타 '8000억 더!' [정영효의 일본산업 분석]
- 달러당 113엔 이어지면 주요기업 영업익 2100억엔 증가
- 7대 차업체 영업익 1500억엔 증가
- 원자재 가격 상승과 결합한 '엔저'가 비용 증가, 수출 기업의 실적을 떨어뜨리는 '나쁜 엔저'가 발생할 가능성도 나옴
- '엔고'에 대비했다가 환율이 반대방향으로 움직이면서 손실을 보는 일본 기업도 있음 --> 해외 진출 비중을 높인 기업 

https://www.hankyung.com/economy/article/2021111006297
역시 상사맨!…LX인터내셔널, 요소수 1254t 확보

https://www.hankyung.com/economy/article/202111100339g
CJ프레시웨이, 3분기 영업익 164억…전년比 39% 증가

https://www.hankyung.com/economy/article/2021111000831
옵트론텍 '광학부품 강자' 해성옵틱스 품는다

https://www.hankyung.com/economy/article/2021111002511
'연좌제식 규제' 발목에…마이데이터 첫 발도 못뗀 삼성카드·경남銀

https://www.hankyung.com/economy/article/2021111002351
3주 앞둔 마이데이터 '빨간불'
- 금융권 마이데이터(본인신용정보관리) 사업
- 네이버, 카카오, 토스 등 빅테크의 초기 참여가 사실상 어려울 것, 금융소비자보호법 이슈가 불거지면서 은행 등 주요 금융회사는 서비스 범위를 확정하지 못하고 있음

https://www.hankyung.com/economy/article/2021111001311
포스코, 2차전지·수소 인재 2만5000명 뽑는다

https://www.hankyung.com/economy/article/2021111001431
포스코케미칼, 中 음극재사 지분 15% 인수…261억 투자

https://www.hankyung.com/economy/article/2021111000501
하루 만에 한 달 매출의 10배 찍었다…담당 직원도 '깜짝'
- 재택근무하던 직장인들이 출근을 시작하자 '출근룩' 판매 증가

https://www.hankyung.com/economy/article/2021111000611
AI 헬스케어·배양육…삼성이 투자한 '미래 벤처'

https://www.hankyung.com/economy/article/202111100048Y
정부, 가금류 AI 확진에 농장방역 강화…"예찰·신고가 중요"

https://www.hankyung.com/economy/article/202111109953Y
반기문 "원전 없는 탄소중립 불가능…SMR 강점 활용해야"

https://www.hankyung.com/economy/article/2021111081901
"MZ 마음 훔칠래" 유통업계, 메타버스·게임 속으로

https://www.hankyung.com/economy/article/202111109781Y
한국에너지공대-美전력연구원, 에너지 분야 연구·개발 '맞손'

https://www.hankyung.com/economy/article/2021111082181
방산 넘어 항공우주산업으로…LIG넥스원 미래 전장 조준
- 한국형 위성항법시스템(KPS) 개발에 박차를 가하는 중, 2035년 서비스 개시가 목표

https://www.hankyung.com/economy/article/202111109713Y
[특징주] 셀트리온 강세…유럽의약품청 '렉키로나' 판매 승인 예상(종합)

https://www.hankyung.com/international/article/2021111001941
TSMC "日 공장, 소니와 공동 운영"
- 소니는 반도체 자회사인 소니세미컨덕터솔루션을 통해 5억달러를 출자, 신설 합작회사의 지분을 최대 20% 확보
- 22 ~ 28 나노미터 반도체 생산
- 일본 정부는 반도체의 안정적인 확보를 국가안전보장 차원에서 중요한 과제로 선정, 글로벌 반도체 업체를 자국에 유치하기 위해 힘을 쏟고 있다.

https://www.hankyung.com/finance/article/2021111002241
[오늘의 한경 글로벌마켓] 페이팔, 실적악화 우려에 주가 10% 급락
- 인건비 상승 본격화... 40년 저물가 시대 끝--> 인플레이션이 2%대로 돌아갈 것이라고 기대하지 말라!

https://www.hankyung.com/international/article/2021111001921
폭스바겐, 테슬라에 맞설 첨단 전기차 공장

https://www.hankyung.com/finance/article/202111109752Y
디지털위안화 개인지갑 1.2억개 넘었다…거래액도 10조

https://www.hankyung.com/international/article/202111108678i
치솟는 물가에…1970년대 이후 실질금리 최저 '마이너스'
- 실질금리는 명목금리에서 인플레이션을 뺀 것으로, 대출자들에게 실제 부담으로 작용하는 자금조달 비용을 보여줌
- 미국과 유로존, 영국에서 물가가 계속 상승한다는 것은 실질금리가 점점 더 마이너스로 떨어진다는 것을 의미