◆아주경제 주요뉴스
▷추석·중추절 호재 넘쳤는데 고전하는 소비주...K자 양극화에 반등 '요원'
- As the Chuseok (September 24-27) and Mid-Autumn Festival (September 25-27) holidays approach, consumer stocks are struggling to gain momentum despite positive trends.
- According to the Korea Exchange on September 22, Amorepacific, a leading reopening stock, saw its share price drop by 3.8% compared to August 31.
- The ongoing domestic recession and employment instability in both South Korea and China are cited as key reasons for the lack of strength in reopening stocks.
- However, with major events such as China's National Day (October 1), the domestic K-Sale Festa (October 29-November 15), and China's Singles' Day (November 11) on the horizon, there is potential for a revival in demand for reopening stocks.
◆주요 리포트
AI 투자 축의 확장: GPU에서 CPU·메모리로 [KB증권]
- On September 21, shares of Intel (+12.1%), AMD (+9.9%), and ARM (+17.1%) surged on the New York Stock Exchange, driven by expectations that AI infrastructure investments are rapidly expanding from GPUs to CPUs and memory.
- Meta's AI agent Muse has reached the top of the U.S. App Store downloads, demonstrating the potential for AI services to increase user traffic and revenue.
- The sustained investment in AI infrastructure by hyperscalers is expected to enhance visibility for memory demand in the long term.
- The proliferation of AI agents requires more frequent and sustained inference operations than traditional generative AI, likely leading to a structural increase in memory usage across AI data centers, including HBM, DDR5, and eSSD.
◆장 마감 후(22일) 주요공시
▷카카오, 카카오모빌리티의 2대주주인 TPG가 주주 가치제고 위원회를 설
▷대양금속, 파산신청 기각
▷모나미, 관리종목지정 우려 예고
◆펀드 동향(21일 기준, ETF 제외)
▷국내 주식형: -3조528억원
▷해외 주식형: +1087억원
◆오늘(23일) 주요일정
▷미국: 제조업구매관리자지수(9월)
▷추석·중추절 호재 넘쳤는데 고전하는 소비주...K자 양극화에 반등 '요원'
- As the Chuseok (September 24-27) and Mid-Autumn Festival (September 25-27) holidays approach, consumer stocks are struggling to gain momentum despite positive trends.
- According to the Korea Exchange on September 22, Amorepacific, a leading reopening stock, saw its share price drop by 3.8% compared to August 31.
- The ongoing domestic recession and employment instability in both South Korea and China are cited as key reasons for the lack of strength in reopening stocks.
- However, with major events such as China's National Day (October 1), the domestic K-Sale Festa (October 29-November 15), and China's Singles' Day (November 11) on the horizon, there is potential for a revival in demand for reopening stocks.
◆주요 리포트
AI 투자 축의 확장: GPU에서 CPU·메모리로 [KB증권]
- On September 21, shares of Intel (+12.1%), AMD (+9.9%), and ARM (+17.1%) surged on the New York Stock Exchange, driven by expectations that AI infrastructure investments are rapidly expanding from GPUs to CPUs and memory.
- Meta's AI agent Muse has reached the top of the U.S. App Store downloads, demonstrating the potential for AI services to increase user traffic and revenue.
- The sustained investment in AI infrastructure by hyperscalers is expected to enhance visibility for memory demand in the long term.
- The proliferation of AI agents requires more frequent and sustained inference operations than traditional generative AI, likely leading to a structural increase in memory usage across AI data centers, including HBM, DDR5, and eSSD.
◆장 마감 후(22일) 주요공시
▷카카오, 카카오모빌리티의 2대주주인 TPG가 주주 가치제고 위원회를 설
▷대양금속, 파산신청 기각
▷모나미, 관리종목지정 우려 예고
◆펀드 동향(21일 기준, ETF 제외)
▷국내 주식형: -3조528억원
▷해외 주식형: +1087억원
◆오늘(23일) 주요일정
▷미국: 제조업구매관리자지수(9월)
* This article has been translated by AI.
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