2.01 이슈정리

https://www.hankyung.com/economy/article/2023013155351
25년 만에 처음으로 日에 역전 당했다…한국, 암울한 전망
- IMF, 올해 경제성장률 전망치를 일본보다 낮춰 잡아, 한국은 2.0% -> 1.7%
- 일본은 1.6% -> 1.8%
- 글로벌 물가상승률은 올해 6.6%로 전망 

https://www.hankyung.com/economy/article/2023013154931
"호황기에 더 큰 이익 누리겠다"…적자 감수하고 '삼성 웨이'
- 수요 위축에 따른 가격 하락으로 상반기 반도체 사업에서 '조 단위 적자' 유력
- 단기 손실을 감수하고라도 생산능력과 기술력을 높여 돌아올 호항기에 더 큰 이익
- 매출과 영업이익은 전년 동기 대비 각각 8.2%, 68.9% 감소
- 웨이퍼 투입량을 조절해 반도체 생산량을 줄이는 '인위적 감산' 검토, 경영진 내부 '인위적 감산'은 없다
- 웨이퍼 투입 줄이는 감산 대신 기술적 감산으로 '초격차' 유지 

https://www.hankyung.com/economy/article/2023013155361
회사채 시장 훈풍…1월 발행액 19개월 만에 '최대'
- 금리 인상 기조 완화에 기관투자가가 지갑을 여는 '연초 효과'가 겹쳐 회사채 시장에 훈풍
- 순발행액은 2006년 이후 최저 수준으로 떨어졌으나, 50조원 + a, 유동성 공급 대책 등을 내놓으면서 회복 국면
- 다만 경기 침체 우려가 커지는 가운데 기업 신용도에 대한 부정적 전망이 속속 가시화
- 부동산 금융 리스크 우려도 여전함 

https://www.hankyung.com/economy/article/2023013151827
올해도 치솟는 식품물가…음료·아이스크림 가격 얼마나 오를까 [1분뉴스]

https://www.hankyung.com/finance/article/2023013155081
코로나 충격 끝났나…넉달 만에 살아난 中제조업 경기
- 중국 1월 제조업 PMI 50.1
- IMF, 중국 성장률 4.45%, 부동산 리스크 내년에는 위축, 재정적자 1632조

https://www.hankyung.com/economy/article/2023013154851
車값 내려도 버거운 경쟁상대…테슬라 '마진율 30%'의 비밀

https://www.hankyung.com/economy/article/202301315214i
"금리 또 올려도 편익 작아"…'비둘기파' 목소리 커진 금통위 [조미현의 외환·금융 워치]

https://www.hankyung.com/economy/article/2023013155201
"식량이 제2 석유 되는 시대 온다…해외 공급망·농업개발 늘려라"

https://n.news.naver.com/mnews/article/018/0005415771?sid=105
챗GPT 만들 'G3' 기술 보유해도 데이터 없으면 AI종속국
- 좋은 생성 AI 서비스가 탄생하기 위한 가장 중요한 두 가지 요소 -> 고품질의 데이터와 전문적인 AI 기술
- 한국, 국내 기술 수준은 다른 국가에 비해 좋은 편
- 양질의 데이터를 활용할 기반이 부족하다는게 문제, 데이터를 활용할 법과 제도가 미미
- 우리 데이터를 기반으로 서비스를 만들지 않으면 해외 AI서비스에 종속될 수 있음