๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
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(๋ฐฉ์žฅํ•œํ…Œ) ๋ฌป์ง€๋„ ๋”ฐ์ง€์ง€๋„ ์•Š๋Š” ๋ฐฉ

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ํด๋ฆฐ๋ฃธ :
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๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
18.3K subscribers
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
ํŠธํ™ฉ : ๋„คํƒ€๋ƒํ›„ ์ด์ƒˆ๋ผ์•ผ ~ ํ˜• ๋ง ๋ฌด์‹œํ•˜๋ƒ?
๐Ÿ‘13โšก7๐Ÿ–•1
5.24K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
ํ”„๋ž‘์Šค ๊ตญ๋ฐฉ๋น„ ์ƒํ–ฅ : ํƒ„์•ฝ ๊ด€๋ จ ํˆฌ์ž +54% ์ฆ์•ก

A revised multi-year spending bill aims to deliver President Emmanuel Macronโ€™s pledge of an additional โ‚ฌ36 billion in outlays over five years starting in 2026, with โ‚ฌ8.5 billion earmarked for a 54% increase in munitions spending and โ‚ฌ2 billion for drones.

https://www.bloomberg.com/news/articles/2026-04-08/france-to-expand-munitions-stocks-in-36-billion-defense-boost
Bloomberg.com
France to Expand Munitions Stocks in โ‚ฌ36 Billion Defense Boost
France plans to direct a large share of its push to boost defense spending toward drones and munitions as it races to adapt to heightened threats and the risk of the US withdrawing military capabilities from Europe.
๐Ÿ”ฅ6โค2๐Ÿ–•1
4.75K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
Forwarded from ํ‚ค์›€์ฆ๊ถŒ ๋ฆฌ์„œ์น˜์„ผํ„ฐ
[ํ‚ค์›€ ์œ ํ‹ธ๋ฆฌํ‹ฐ/์Šค๋ชฐ์บก ์กฐ์žฌ์›]

โ–ถ๏ธ ํƒœ์–‘๊ด‘ ์‚ฐ์—… ์ž๋ฃŒ
์–‘์ˆ˜๊ฒธ์žฅ: ํƒœ์–‘๊ด‘ ๊ฐœ๋ฐœ/๋ฐœ์ „ ์‚ฌ์—…์—์„œ ์ฐพ๋Š” ๊ธฐํšŒ

โ—Ž ๋ฐœ์ „: P, Q, C ๋ชจ๋‘ ์šฐํ˜ธ์ 
- ์ „๋ ฅ ํŒ๋งค ๊ฐ€๊ฒฉ(PPA ๊ฐ€๊ฒฉ) ์ƒ์Šน์€ ๋ฐœ์ „์†Œ์˜ ๊ฐ€์น˜๋ฅผ ์ถ”๊ฐ€ ๋น„์šฉ ์—†์ด ์ƒ์Šน์‹œํ‚ค๋Š” ์žฌ๋ฃŒ
- ๋ฐœ์ „์†Œ ๊ฑด์„ค ๋น„์šฉ ํ•˜๋ฝ๊นŒ์ง€ ๋งž๋ฌผ๋ฆด ๊ฒฝ์šฐ, ์‹ ๊ทœ ๋ฐœ์ „์†Œ ์ˆ˜์ต์„ฑ์€ ์ถ”๊ฐ€ ์ƒ์Šน ๊ฐ€๋Šฅ
- ์ „๋ ฅ ์ˆ˜์š” ํ™•๋Œ€๋กœ ์ธํ•ด, ๊ฐœ๋ฐœ ์™„๋ฃŒ๋œ ํ”„๋กœ์ ํŠธ์˜ ๊ฐ€์น˜(ํ”„๋ฆฌ๋ฏธ์—„) ๋˜ํ•œ ๋™๋ฐ˜ ์ƒ์Šน
- ๊ฐœ๋ฐœ ์ž์‚ฐ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋Š” ๋””๋ฒจ๋กœํผ๋“ค์˜ ๊ฐ€์น˜ ์ƒ์Šน ์ „๋ง

โ—Ž ๊ธฐ์ž์žฌ: ์ถ”๊ฐ€ ๊ด€์„ธ ์ด๋ฒคํŠธ์— ์ฃผ๋ชฉ
- ๋ฏธ๊ตญ ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์„ธ์•ก๊ณต์ œ ์†Œ๋ฉธ ์‹œ, Non PFE/๋ฏธ๊ตญ์‚ฐ ์ œํ’ˆ ์ˆ˜์š”๋„ ๊ฐ์†Œํ•  ์ „๋ง
- ๋น„์ค‘๊ตญ ๊ธฐ์—…๋“ค์˜ ๊ฒฝ์Ÿ๋ ฅ ์ง€์†์„ ์œ„ํ•ด์„œ๋Š”, Section232์™€ ๊ฐ™์€ ์ถ”๊ฐ€ ๊ด€์„ธ ํ•„์š”
- Section232 ๊ด€์„ธ ๋ถ€๊ณผ ์‹œ, ๊ตญ๋‚ด ๊ธฐ์—…๋“ค์˜ ์ˆ˜ํ˜œ ๊ฐ•๋„๊ฐ€ ๊ฐ€์žฅ ๋†’์„ ๊ฒƒ์œผ๋กœ ํŒ๋‹จ

โ—Ž ๊ตญ๋‚ด ํƒœ์–‘๊ด‘: ์‹ค์  ๊ฐœ์„  ๋ฐฉํ–ฅ์„ฑ์— ์ฃผ๋ชฉ
- OCIํ™€๋”ฉ์Šค: OCI Energy ์‹ค์  ์„ฑ์žฅ๊ณผ ๋ฏธ๋ž˜ ๊ฐ€์น˜์— ์ฃผ๋ชฉ. TerraSus ํ„ด์–ด๋ผ์šด๋“œ ์ „๋ง
- ํ•œํ™”์†”๋ฃจ์…˜: ๋‚ด๋…„๊นŒ์ง€ ํƒœ์–‘๊ด‘ ๋ถ€๋ฌธ ์‹ค์  ๊ฐœ์„  ์ง€์†. 2027๋…„ AMPC ์•ฝ 1.2์กฐ์› ์˜ˆ์ƒ
- SK์ดํ„ฐ๋‹‰์Šค: ๋””๋ฒจ๋กœํผ/IPP๋กœ์˜ ์ฒด์งˆ ๊ฐœ์„  ๋ณธ๊ฒฉํ™”. 2027๋…„ ์˜์—…์ด์ต๋ฅ  65% ์ถ”์ •

โ—Ž ์—…์ข… Top Pick: OCIํ™€๋”ฉ์Šค
๊ด€์‹ฌ ์ข…๋ชฉ: ํ•œํ™”์†”๋ฃจ์…˜, SK์ดํ„ฐ๋‹‰์Šค, Enlight Renewable Energy, Clearway Energy

โ–ถ๏ธ ๋ฆฌํฌํŠธ: https://bbn.kiwoom.com/rfCI5585

[ํ‚ค์›€ ์œ ํ‹ธ๋ฆฌํ‹ฐ/์Šค๋ชฐ์บก ์กฐ์žฌ์›]
๐Ÿ’ฉ2๐Ÿ–•1
3.2K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
๋ฌด๊ธฐ ์žฌ๊ณ  ๊ณ ๊ฐˆ์ด ๋ถˆ๋Ÿฌ์˜จ ํŠธ๋Ÿผํ”„ vs NATO ๊ท ์—ด๊ณผ ๋ฐฉ์œ„๋น„ ์ฆ์•ก

https://www.wsj.com/world/europe/trump-weighs-punishing-certain-nato-countries-over-lack-of-iran-war-support-a2361995
The Wall Street Journal
Exclusive | Trump Team Explores Punishment for NATO Countries That Didnโ€™t Support Iran War
U.S. troops could be shifted toward alliance member countries in the presidentโ€™s good graces.
โค4๐Ÿ”ฅ2๐Ÿ–•1
3.97K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
๐Ÿ–•3
3.39K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
์œ ๋Ÿฝ+์ค‘๊ตญ ์ฝœ๋ผ๋ณด ๋กœ๋ด‡ํšŒ์‚ฌ ๋ฏธ๊ตญ+์•„์‹œ์•„ ์ง„์ถœ

https://theedgemalaysia.com/node/799083
The Edge Malaysia
Robot maker Kuka eyes US, Asia as Europe lags behind on AI
Many of Europeโ€™s industrial companies are too slow to adopt artificial intelligence (AI), putting faster-moving global rivals in a position to overtake them, according to German-Chinese robotics maker Kuka SE & Co.
๐Ÿ–•2โค1
3.6K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
๊ธฐ๋ขฐ ์—†๋Š” ๊ณณ์œผ๋กœ ๊ธธ ์•ˆ๋‚ด

https://www.yna.co.kr/view/AKR20260409022100009
์—ฐํ•ฉ๋‰ด์Šค
[์†๋ณด] "์ด๋ž€, ํ˜ธ๋ฅด๋ฌด์ฆˆ ๋Œ€์ฒดํ•ญ๋กœ ๋ฐœํ‘œโ€ฆ๊ธฐ๋ขฐ ๊ฐ€๋Šฅ์„ฑ ํšŒํ”ผ ๋ชฉ์ "<์ด๋ž€๋งค์ฒด> | ์—ฐํ•ฉ๋‰ด์Šค
(
๐Ÿ™6๐Ÿ–•3โค1
3.77K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
ํ˜•๋‹˜๋“ค ์š”๋ž˜ ์š”๋ž˜ ์ œ ์ง€์‹œ์— ๋”ฐ๋ผ ์˜ค์‹œ๋ฉด ๋ฉ๋‹ˆ๋‹ค
โค7๐Ÿ–•2
3.84K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
IPARKํ˜„๋Œ€์‚ฐ์—…๊ฐœ๋ฐœ ใ…‹ใ…‹ใ…‹

์ด๋†ˆ ์‚ฌ๋ช… ์–ธ์ œ ๋ฐ”๊ฟˆ?
๐Ÿ‘2๐Ÿ–•1
4.26K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
์ŠคํŒ๋ฑ์Šค ๊ฐ€๊ฒฉ ํญ๋“ฑํ•˜๋„ค
โค4๐Ÿ–•1
5.59K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
Forwarded from ์›”์ŠคํŠธ๋ฆฟ๋™๋ฌผํ•™
์ „ํ˜„ํฌ ์„œ์šธ์‹œ์žฅ ๊ณต์•ฝ "๊ฐ•๋‚จ 30ํ‰๋Œ€ 3์–ต์— ๋ถ„์–‘"

์šฐ์™€... ๋„ˆ๋ฌด ๋ฝ‘๊ณ  ์‹ถ์€๋ฐ ์„œ์šธ์‹œ๋ฏผ ์•„๋‹ˆ๋ผ์„œ ๋ชป๋ฝ‘์Œ ใ…  ๋‚˜๋„ ๊ฐ•๋‚จ ๊ฐธ๊ตฌ ์‹ถ๋‹ค๊ทฑ~!!
๋ง๊ณ ๋น™์ˆ˜ ์‚ฌ์ฃผ์„ธ์š”!!
๐Ÿ–•3413โค1๐Ÿ‘1
3.75K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
โ”” ์ด๊ฒŒ ์–ผ๋งˆ๋‚˜ ์ข†๊ฐ™์€ ๊ณต์•ฝ์ด๋ƒ๋ฉด ์„œ์šธ์‹œ๋ฏผ ์ ˆ๋Œ€ ๋‹ค์ˆ˜์˜ ํ™•์ •๋œ ํ–‰๋ณต์„ ์ฃผ๊ฒ ๋‹ค๋Š”๊ฒŒ ์•„๋‹ˆ๋ผ ์ ˆ๋Œ€ ๋‹ค์ˆ˜์—๊ฒŒ ๋กœ๋˜๋ฅผ ์‚ด์ˆ˜์žˆ๊ฒŒ ํ•ด์ฃผ๊ฒ ๋‹ค๋Š” ํ—›๋œ ํฌ๋ง๋งŒ ์•ˆ๊ฒจ์ฃผ๊ฒ ๋‹ค๋Š” ๊ฒƒ์ž„. ๊ฒฐ๊ตญ ๋ถ„์–‘๋ฐ›๋Š” ์‚ฌ๋žŒ์€ ์†Œ์ˆ˜์˜ ๋ช‡๋ช…์ž„. ํ•˜์ง€๋งŒ ํ‘œ๋Š” ๋ถ„์–‘ ๋ฐ›์ง€ ๋ชปํ•˜๋Š” ๋‹ค์ˆ˜์—๊ฒŒ ๊ฟˆ๊ฐ’์œผ๋กœ ๋•ก๊ธฐ๋Š”๊ฑฐ๊ณ . ์ •๋ง ๊ตญ๋ฏผ์„ ๊ฐœ๋ผ์ง€๋กœ ๋ณด์ง€ ์•Š์œผ๋ฉด ์ €๋Ÿฐ ์“ฐ๋ ˆ๊ธฐ๊ฐ™์€ ์†Œ๋ฆฌ๊ฐ€ ๋‚˜์˜ฌ์ˆ˜ ์—†์Œ. ๊ฑ ์ €๊ฑด ๋œ๋˜๋จน์€ ์ธ๊ฐ„์ž„.
๐Ÿ‘82๐Ÿ–•4โค1
4.03K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
Forwarded from ์กฐ๋ฃจ 4๊ฐ€ํˆฌ
์›ํ™” 1:10 ์•ก๋ฉด๋ณ‘ํ•ฉ ์˜ˆ์ •์ธ๊ฐ€๋ด„
๐Ÿ–•6
3.55K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
์ŠคํŒ๋ฑ์Šค ๊ฐ€๊ฒฉ ํญ๋“ฑํ•˜๋„ค
ํšจ์„ฑํ‹ฐ์•ค์”จ : ๋ŒํŒŒ๋งค๋งค์˜ ์ •์„
๐Ÿ’ฉ6๐Ÿ‘3๐Ÿ–•2๐Ÿคฃ1
4.17K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
ํšจ์„ฑํ‹ฐ์•ค์”จ : ์ผ๋ด‰์ด ๋ถˆํŽธํ•˜๋ฉด ์ฃผ๋ด‰์œผ๋กœ ๋ณด๋ฉด ๋จ. ์•„์ฃผ ํŽธํ•ด๋ณด์ž„ ใ…‹ใ…‹ใ…‹ใ…‹
โค10๐Ÿ’ฉ3๐Ÿคฃ1๐Ÿ–•1
4.26K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
์—Š๊ทธ์ œ์ธ๊ฐ€? ์–ด์  ๊ฐ€? ์‚ผ์ „ socamm2 ์–ด์ฉŒ๊ตฌ ๊ทธ๊ฑฐ ์ˆ˜ํ˜œ์ฃผ๊ฐ€ ํ‹ฐ์—˜๋น„์—ฌ?? ๋‚˜ ์ž˜๋ชฐ๋ผ. ์†Œ์บ  ๊ด€๋ จ์ฃผ ์—ฌ๋Ÿฌ๊ฐœ ๋œจ๋˜๋ฐ
โค4๐Ÿ–•11
7.82K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
์–ด์   ๊ตญ์žฅ๋งŒ "์ข…์ „" ๋ฐ˜์˜ํ•˜๋“œ๋ผ๋‹ˆ...
๐Ÿ–•8โค1
4.02K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
Forwarded from ๋Œ๋‹ค๋ฆฌ๐Ÿšฆ
์ง„์งœ ์ •์‹ ๋‚˜๊ฐ„ ์ƒˆ๋ผ๋“ค์ธ๊ฐ€..?

https://m.news.nate.com/view/20260408n06272?mid=m02&list=recent&cpcd=
๋„ค์ดํŠธ ๋‰ด์Šค
๊น€ ์ด๋ฆฌ "ํƒˆ(่„ซ)๋‚˜ํ”„ํƒ€ ํฌ์žฅ์žฌ ํ™•์‚ฐ์— ํŠน๋ณ„ํ•œ ๊ตญ๊ฐ€์  ์ง€์› ๋ฐฉ์•ˆ ๋ชจ์ƒ‰"
ํ•œ๋ˆˆ์— ๋ณด๋Š” ์˜ค๋Š˜ : ๊ฒฝ์ œ - ๋‰ด์Šค : [ํ—ค๋Ÿด๋“œ๊ฒฝ์ œ=๋ฐฐ๋ฌธ์ˆ™ ๊ธฐ์ž]๊น€๋ฏผ์„ ๊ตญ๋ฌด์ด๋ฆฌ๋Š” 8์ผ โ€œํƒˆ(่„ซ)๋‚˜ํ”„ํƒ€ ์ •์ฑ… ๊ฐ™์€ ์ง€์† ๊ฐ€๋Šฅํ•œ ๊ฒฝ์ œ๋กœ์˜ ์ดํ–‰์„ ์ ๊ทน์ ์œผ๋กœ ์ถ”์ง„ํ•ด์•ผ ํ•œ๋‹คโ€๋ฉด์„œ โ€œํƒˆ๋‚˜ํ”„ํƒ€ ํฌ์žฅ์žฌ๊ฐ€ ๋น ๋ฅด๊ฒŒ ํ™•์‚ฐ๋  ์ˆ˜ ์žˆ๋„๋ก ํŠน๋ณ„ํ•œ ๊ตญ๊ฐ€์  ์ง€์› ๋ฐฉ์•ˆ์„ ๋ชจ์ƒ‰ํ•ด ๋‹ฌ๋ผโ€๊ณ  ์ฃผ๋ฌธํ–ˆ๋‹ค. ๊น€ ์ด๋ฆฌ๋Š” ์ด๋‚  ์ •
๐Ÿคฎ24๐Ÿ˜3๐Ÿ–•3
3.66K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
โ”” ์ด ๋ณ‘์‹ ๋“ค์€ ๋‚˜ํ”„ํƒ€๋กœ ์“ฐ๋ด‰์ด๋‚˜ ๋งŒ๋“œ๋Š”์ค„ ์•„๋Š”๋“ฏ ใ…‹ใ…‹ใ…‹ใ…‹
๐Ÿ‘30๐Ÿ’ฉ7๐Ÿ‘ป4๐Ÿ–•2
4.05K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
(์ค‘๋™) ํœด์ „ํ–ˆ๋‹ค๊ณ  ํ•˜๋‹ˆ ์ง„์งœ ํœด์ „์ธ์ค„ ์•Œ๋”๋ผ

https://n.news.naver.com/article/374/0000503313?type=breakingnews
Naver
[์†๋ณด] ๏งก๋Œ€ํ†ต๋ น "์ค‘๋™ ํœด์ „ํ–ˆ๋‹ค๋ฉด์„œ ํญ๊ฒฉโ€ฆ์ •๋ฆฌ ์‹œ์  ์•Œ๊ธฐ ์–ด๋ ค์›Œ"
๐Ÿ–•28๐Ÿ˜4๐Ÿ’ฉ3๐Ÿ”ฅ1
4.06K views
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
๋ฌป๋”ฐ๋ฐฉ ๐Ÿ•
์—Š๊ทธ์ œ์ธ๊ฐ€? ์–ด์  ๊ฐ€? ์‚ผ์ „ socamm2 ์–ด์ฉŒ๊ตฌ ๊ทธ๊ฑฐ ์ˆ˜ํ˜œ์ฃผ๊ฐ€ ํ‹ฐ์—˜๋น„์—ฌ?? ๋‚˜ ์ž˜๋ชฐ๋ผ. ์†Œ์บ  ๊ด€๋ จ์ฃผ ์—ฌ๋Ÿฌ๊ฐœ ๋œจ๋˜๋ฐ
ํ‹ฐ์—˜๋น„ : ์•„๋ชฐ๋ž‘ ํ•œ์ž”ํ•ด
๐Ÿ–•4
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