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¡á ¹ÝµµÃ¼ ÀÌÀçÀ±(02-3770-5727)


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- Ç϶ô: Micron -3.8%, Western Digital -2.8%, Lam Research -2.8%


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Notebook ODM»ç, 2H22 Á¦ÇÑÀûÀÎ ¼öÁÖ °¡½Ã¼º

- link: https://bit.ly/3tQIp1n


SMIC, 1~2¿ù ¸ÅÃâ Àü³âºñ 59% Áõ°¡

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Áß±¹ ¹ÝµµÃ¼ ±â¾÷, GaN ¹ÝµµÃ¼ ÅõÀÚ È®´ë

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¡á µð½ºÇ÷¹ÀÌ/ÀÌÂ÷ÀüÁö ±è±¤Áø(02-3770-5594)


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- »ó½Â: Baoan +1.7%, AUO +1.2%, BOE +1.1%

- Ç϶ô: UDC -3.4%, Sumitomo -0.3%, Panasonic -0.1%


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´ÏÄÌ°ª ÆøµîÇصµ...K¹èÅ͸® "´ÏÄÌ Á᫐ Àü·« ±×´ë·Î"

- link: https://bit.ly/3I90RHR


Ú¸ Àü±âÂ÷ ½ÃÀå, ÆÇ Ä¿Áø´Ù¡¦¡°2035³â ½ÅÂ÷ 100% Àü±âÂ÷·Î¡±

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¡á Àü±â/ÀüÀÚ ¹é±æÇö(02-3770-5635)


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- »ó½Â: Electrolux +2.1%

- Ç϶ô: Sunny Optics -4.7%, Murata -3.0%, Skyworks -3.0%


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FT "ñé ½º¸¶Æ®Æù Á¦Á¶»ç, ·¯½Ã¾Æ ¼öÃâ ¹°·® ÁÙ¿´´Ù"

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- link: https://bit.ly/3i5RfTG

 

 

¡á È­ÇÐ/Á¤À¯ Ȳ±Ô¿ø(02-3770-5607)


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- »ó½Â: Formosa Plastics +1.4%, BASF +1.3%, DuPont +0.6%

- Ç϶ô: ExxonMobil -0.5%


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¡°·¯½Ã¾Æ¡¤¿ìÅ©¶óÀ̳ª, 14ÀÏ È­»óÀ¸·Î Çù»ó ÁøÇà ¿¹Á¤¡±

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- link: https://bit.ly/3q3Qhf4


The weekend read: EU solar manufacturing – The time is now

- link: https://bit.ly/3tTH0XZ


The mobility rEVolution: Swappable lithium ceramic solid-state battery for two-wheelers

- link: https://bit.ly/3q0OkQw


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- »ó½Â: ArcelorMittal +3.5%, Nippon Steel +1.6%, Nucor +1.3%

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- »ó½Â: BYD +0.3%

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- »ó½Â: Chiyoda +14.3%, JGC +10.6%

- Ç϶ô: Saipem -2.8%, Fluor -1.9%, Technicas -0.1%


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¡á Åë½Å¼­ºñ½º/ÁöÁÖȸ»ç ÃÖ³²°ï(02-3770-5604)


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- »ó½Â: Siegfried +0.9%

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¡á ÀÎÅͳÝ/°ÔÀÓ ÀÌ⿵(02-3770-5596)


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- Ç϶ô: Baidu -12.0%, Tencent -4.5%, Meta Platforms -3.9%


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81³â»ý ÃÖ¼ö¿¬, »ç·Éž º»°Ý µîÆÇ¡¦Àþ¾îÁø ³×À̹ö ¹«¾ùÀÌ ¹Ù²ð±î

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¡á È­ÀåÇ°/À½½Ä·á ¹ÚÀºÁ¤(02-3770-5597)


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- »ó½Â: Wantwant +1.2%, Coca Cola +0.1%

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¡á ¼Ò¸Å/À¯Åë ÀÌÁøÇù(02-3770-5659)


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- »ó½Â: Dufry +3.1%

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