๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio
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Jiayin Group Inc. (JFIN)
์‹œ๊ฐ€์ด์•ก: 878.46M
๊ตญ๊ฐ€: China
์‚ฐ์—…: #Finance_Consumer_Services
์„นํ„ฐ: #Finance
ํ™ˆํŽ˜์ด์ง€: https://www.jiayinfintech.cn

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.78B / -- / -- / -- / --
2412: -- / -- / -- / -- / --
2409: -- / -- / -- / -- / --
2406: -- / -- / -- / -- / --
2403: -- / -- / -- / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 10.11 / -- / -- / -- / --
2412: -- / -- / -- / -- / --
2409: -- / -- / -- / -- / --
2406: -- / -- / -- / -- / --
2403: -- / -- / -- / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 5.47B(67.1%) / --(--)
2212: 3.27B(83.7%) / 21.92(151.4%)
2112: 1.78B(36.9%) / 8.72(86.3%)
2012: 1.3B(--) / 4.68(-53.4%)

#JFIN

- ์‚ฌ์—…์š”์•ฝ: Jiayin Group Inc., together with its subsidiaries, provides online consumer finance services in the People's Republic of China. The company operates a fintech platform that facilitates connections between individual borrowers and financial institutions. It also offers referral services for investment products offered by the financial service provide...
Bridgford Foods Corporation (BRID)
์‹œ๊ฐ€์ด์•ก: 70.66M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Specialty_Foods
์„นํ„ฐ: #Consumer_Staples
ํ™ˆํŽ˜์ด์ง€: https://www.bridgford.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 50.64M / -- / -- / 7.0% / --
2410: -- / -- / -- / -- / --
2407: -- / -- / -- / -- / --
2405: -- / -- / -- / -- / --
2404: 47.31M / -- / -- / -14.8% / -13.7%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: -0.43 / -- / -- / -79.2% / --
2410: -- / -- / -- / -- / --
2407: -- / -- / -- / -- / --
2405: -- / -- / -- / -- / --
2404: -0.24 / -- / -- / -1300.0% / -271.4%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2310: 251.64M(-5.4%) / 0.38(-92.3%)
2210: 265.9M(10.6%) / 4.96(913.1%)
2110: 240.43M(21.4%) / -0.61(-175.3%)
2010: 197.97M(--) / 0.81(--)

#BRID

- ์‚ฌ์—…์š”์•ฝ: Bridgford Foods Corporation, together with its subsidiaries, manufactures, markets, and distributes frozen and snack food products in the United States. It operates in two segments, Frozen Food Products and Snack Food Products. The company offers biscuits, bread dough items, roll dough items,...
Village Super Market, Inc. (VLGEA)
์‹œ๊ฐ€์ด์•ก: 554.97M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Food_Chains
์„นํ„ฐ: #Consumer_Staples
ํ™ˆํŽ˜์ด์ง€: https://myvillagesupermarket.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 563.67M / -- / -- / -- / --
2410: -- / -- / -- / -- / --
2407: -- / -- / -- / -- / --
2404: -- / -- / -- / -- / --
2401: 575.58M / -- / -- / -- / 7.3%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 0.76 / -- / -- / -- / --
2410: -- / -- / -- / -- / --
2407: -- / -- / -- / -- / --
2404: -- / -- / -- / -- / --
2401: 0.97 / -- / -- / -- / 24.4%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2307: 2.17B(5.1%) / 3.38(83.7%)
2207: 2.06B(1.5%) / 1.84(34.3%)
2107: 2.03B(12.5%) / 1.37(-20.3%)
2007: 1.8B(--) / 1.72(--)

#VLGEA

- ์‚ฌ์—…์š”์•ฝ: Village Super Market, Inc. engages in the operation of a chain of supermarkets in the United States. It offers grocery, meat, produce, dairy, deli, seafood, prepared food products, and bakery and frozen food products. The company also provides non-food products, including health and beauty care, general merchandise, liqu...
6์›” 5์ผ ์ •๊ทœ์žฅ S&P500 ํŠน์ง•์ฃผ

1. Brown-Forman (#BFB)
2. Tesla (#TSLA)
3. Palantir Technologies (#PLTR)
4. Dollar Tree (#DLTR)
5. Cooper Companies (#COO)
6. Norwegian Cruise Line Holdings (#NCLH)

https://youtube.com/shorts/fZDa01g4lPE?si=zuNm4pYdGkor0DNs


6์›” 5์ผ ๋‰ด์š•์ฆ์‹œ ์‹œ๊ฐ„์™ธ ํŠน์ง•์ฃผ

1. Lululemon Athletica (#LULU)
2. DocuSign (#DOCU)
3. Samsara (#IOT)
4. Broadcom (#AVGO)
5. Rubrik (#RBRK)
6. Quanex Building Products (#NX)
7. Braze (#BRZE)

https://youtube.com/shorts/7MWfo0B9424?si=ho4ByZqHV1vintBG
๋ฏธ๊ตญ ์ตœ๋Œ€ 250MWt ์†Œํ˜•๋ชจ๋“ˆ์›์ž๋กœ(SMR) ์‹œ๋ฎฌ๋ ˆ์ดํ„ฐ, ๋ฒ„์ง€๋‹ˆ์•„์— ๊ฐœ์†Œ
- NuScale Power๊ฐ€ ์กฐ์ง€ ๋ฉ”์ด์Šจ ๋Œ€ํ•™๊ต์™€ ํ˜‘๋ ฅํ•ด ๋ฒ„์ง€๋‹ˆ์•„์— SMR ๊ต์œก์„ผํ„ฐ E2 Center๋ฅผ ๊ฐœ์†Œํ–ˆ๋‹ค.
- ์ด ์„ผํ„ฐ๋Š” ๋ฏธ๊ตญ ๋‚ด ์ตœ์ดˆ์˜ 12๋ชจ๋“ˆ ํ’€์Šค์ผ€์ผ SMR ์ œ์–ด์‹ค ์‹œ๋ฎฌ๋ ˆ์ดํ„ฐ๋ฅผ ๊ฐ–์ท„๋‹ค.
- ํ•™์ƒ๋“ค์€ ์‹ค์ œ ์›์ž๋กœ ์šด์˜ ์‹œ๋‚˜๋ฆฌ์˜ค๋ฅผ ์ฒดํ—˜ํ•˜๋ฉฐ ์ด๋ก ๊ณผ ์‹ค๋ฌด๋ฅผ ์—ฐ๊ฒฐํ•˜๋Š” ๊ต์œก์„ ๋ฐ›๊ฒŒ ๋œ๋‹ค.
- ํ•ด๋‹น ์‹œ์„ค์€ ๋ฒ„์ง€๋‹ˆ์•„ ํด๋ฆฐ์—๋„ˆ์ง€ ํ˜์‹ ์€ํ–‰์˜ ์ง€์›์„ ๋ฐ›์•„ ๋ฏธ๋ž˜ ์›์ž๋ ฅ ์ธ์žฌ ์–‘์„ฑ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
- E2 Center๋Š” ํƒ„์†Œ ์—†๋Š” ์•ˆ์ •์  ์—๋„ˆ์ง€ ์ „ํ™˜์„ ์œ„ํ•œ ํ•ต์‹ฌ ์ธํ”„๋ผ๋กœ ํ‰๊ฐ€๋ฐ›๊ณ  ์žˆ๋‹ค.
https://www.msn.com/en-us/money/smallbusiness/us-largest-250-mwt-smr-simulator-to-advance-nuclear-engineering-opens-in-virginia/ar-AA1G9gpA?ocid=finance-verthp-feeds
๋ฏธ๊ตญ ์ตœ๋Œ€ 250MWt ์†Œํ˜•๋ชจ๋“ˆ์›์ž๋กœ(SMR) ์‹œ๋ฎฌ๋ ˆ์ดํ„ฐ, ๋ฒ„์ง€๋‹ˆ์•„์— ๊ฐœ์†Œ
- NuScale Power๊ฐ€ ์กฐ์ง€ ๋ฉ”์ด์Šจ ๋Œ€ํ•™๊ต์™€ ํ˜‘๋ ฅํ•ด ๋ฒ„์ง€๋‹ˆ์•„์— SMR ๊ต์œก์„ผํ„ฐ E2 Center๋ฅผ ๊ฐœ์†Œํ–ˆ๋‹ค.
- ์ด ์„ผํ„ฐ๋Š” ๋ฏธ๊ตญ ๋‚ด ์ตœ์ดˆ์˜ 12๋ชจ๋“ˆ ํ’€์Šค์ผ€์ผ SMR ์ œ์–ด์‹ค ์‹œ๋ฎฌ๋ ˆ์ดํ„ฐ๋ฅผ ๊ฐ–์ท„๋‹ค.
- ํ•™์ƒ๋“ค์€ ์‹ค์ œ ์›์ž๋กœ ์šด์˜ ์‹œ๋‚˜๋ฆฌ์˜ค๋ฅผ ์ฒดํ—˜ํ•˜๋ฉฐ ์ด๋ก ๊ณผ ์‹ค๋ฌด๋ฅผ ์—ฐ๊ฒฐํ•˜๋Š” ๊ต์œก์„ ๋ฐ›๊ฒŒ ๋œ๋‹ค.
- ํ•ด๋‹น ์‹œ์„ค์€ ๋ฒ„์ง€๋‹ˆ์•„ ํด๋ฆฐ์—๋„ˆ์ง€ ํ˜์‹ ์€ํ–‰์˜ ์ง€์›์„ ๋ฐ›์•„ ๋ฏธ๋ž˜ ์›์ž๋ ฅ ์ธ์žฌ ์–‘์„ฑ์„ ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.
- E2 Center๋Š” ํƒ„์†Œ ์—†๋Š” ์•ˆ์ •์  ์—๋„ˆ์ง€ ์ „ํ™˜์„ ์œ„ํ•œ ํ•ต์‹ฌ ์ธํ”„๋ผ๋กœ ํ‰๊ฐ€๋ฐ›๊ณ  ์žˆ๋‹ค.
https://www.msn.com/en-us/money/smallbusiness/us-largest-250-mwt-smr-simulator-to-advance-nuclear-engineering-opens-in-virginia/ar-AA1G9gpA?ocid=finance-verthp-feeds
[25๋…„ 6์›” 5์ผ]

<๋‰ด์Šค ์Šคํฌ๋žฉ ์š”์•ฝ>

1. ์ฟผ๋“œ์‹œํ‹ฐ ์›์ „, ๋ฐฐํ„ฐ๋ฆฌ ํ™”์žฌ ๋“ฑ ์ด๋ก€์  ์‚ฌ๊ฑด ๋ฐœ์ƒ์œผ๋กœ NRC ํŠน๋ณ„ ์กฐ์‚ฌ ์ฐฉ์ˆ˜
2. ๋Ÿฌ์‹œ์•„, 5์›” ์„์œ ยท๊ฐ€์Šค ์ˆ˜์ž… 35% ๊ธ‰๊ฐโ€ฆ์žฌ์ •์ ์ž ํ™•๋Œ€ ์šฐ๋ ค
3. NuScale, ๋ฏธ๊ตญ ์ตœ๋Œ€ SMR ๊ต์œก์„ผํ„ฐ ๊ฐœ์†Œ๋กœ ์›์ž๋ ฅ ์ธ์žฌ ์–‘์„ฑ ๋ณธ๊ฒฉํ™”
4. Nvidia ์ด์‚ฌ Mark Stevens, 1์–ต5์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์ฃผ์‹ ๋งค๊ฐ
5. ServiceNow, AI ๊ธฐ๋ฐ˜ ์—…๋ฌด ์ž๋™ํ™” ์ˆ˜์š” ๊ธ‰์ฆ์œผ๋กœ ๋งค์ถœ ์„ฑ์žฅ
6. Holtec, Palisades ์›์ „ ๊ธฐ๋ฐ˜์œผ๋กœ ๋ฏธ๊ตญ SMR ํ™•์‚ฐ ๊ณ„ํš ๋ฐœํ‘œ
7. Meta, ์ฐจ์„ธ๋Œ€ VR โ€˜Lomaโ€™ ์ถœ์‹œ ์•ž๋‘๊ณ  ํ• ๋ฆฌ์šฐ๋“œ์™€ ์ฝ˜ํ…์ธ  ํ˜‘์ƒ
8. Nvidia, AccentureยทAdaCore์™€ AIยท์ž์œจ์ฃผํ–‰ ๊ธฐ์ˆ  ์ „๋žต ์ œํœด
9. Nvidia, LLM ํ›ˆ๋ จ ํšจ์œจํ™” ์œ„ํ•œ ์ƒˆ๋กœ์šด MoE ๊ตฌ์กฐ ๊ฐœ๋ฐœ
10. Amazon, ๋ฆฌ๋น„์•ˆ ์ „๊ธฐ๋ฐด๊ณผ ํ•จ๊ป˜ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ๋ฐฐ์†ก ํ…Œ์ŠคํŠธ
11. ์ค‘๊ตญ ์ „๋ ฅ์š”๊ธˆ ๊ธ‰๋ฝ, ์ œ์กฐ์—… ๊ฒฝ์Ÿ๋ ฅ ํšŒ๋ณต์— ๊ธ์ •์  ์˜ํ–ฅ
12. SpaceX, FOPLP ๋ฐ˜๋„์ฒด ํŒจํ‚ค์ง• ๊ณต์žฅ ํ…์‚ฌ์Šค์— ์„ค๋ฆฝ ์ถ”์ง„
13. Hanmi Taiwan, ์žฅ๋น„ ์ •๋น„ยท๋ถ€ํ’ˆ ์ˆ˜์š” ๊ธ‰์ฆ์œผ๋กœ ์‚ฌ์ƒ ์ตœ๋Œ€ ์„ฑ์žฅ
14. Nvidia, LLM ๊ณ ๋„ํ™” ์œ„ํ•œ ์„ธ๋ถ„ํ™”๋œ MoE ๊ตฌ์กฐ๋กœ ํšจ์œจ ํ–ฅ์ƒ
15. Nvidia, GDDR7 ๊ธฐ๋ฐ˜ RTX 5050 GPU 7์›” ์ถœ์‹œ ์˜ˆ์ •
16. ๋””์ง€ํ„ธ ํŠธ์œˆ ์ปจ์†Œ์‹œ์—„, AI ์—์ด์ „ํŠธ ๊ธฐ๋Šฅ ํ‰๊ฐ€ ๊ธฐ์ค€ ๋ฐœํ‘œ
17. Tesla ์ƒํ•˜์ด ๊ณต์žฅ, EV ์ˆ˜์š” ๋‘”ํ™”๋กœ 8๊ฐœ์›” ์—ฐ์† ์ถœํ•˜๋Ÿ‰ ๊ฐ์†Œ
18. TIRTIR ์ฟ ์…˜ ํŒŒ์šด๋ฐ์ด์…˜, Boots ์žฌ์ž…๊ณ  ๋ฐ ์†Œ๋น„์ž ๋ฐ˜์‘ ํ˜ธ์กฐ
19. JPMorganยทMorgan Stanley, TeraWulf ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ž๊ธˆ ์กฐ๋‹ฌ ์ถ”์ง„
20. Amazon, ์ธ๊ฐ„ํ˜• ๋กœ๋ด‡ ๋ฐฐ์†ก ํ…Œ์ŠคํŠธ ๋ณธ๊ฒฉ ์ค€๋น„ ๋Œ์ž…
21. AESC, ํŠธ๋Ÿผํ”„ ์ •์ฑ… ๋ถˆํ™•์‹ค์„ฑ์œผ๋กœ ็พŽ ๋ฐฐํ„ฐ๋ฆฌ ๊ณต์žฅ ๊ฑด์„ค ์ค‘๋‹จ
22. ์ค‘๊ตญ ํฌํ† ๋ฅ˜ ์ œํ•œ, Suzuki ๋“ฑ ์ผ๋ณธ์ฐจ ์ƒ์‚ฐ ์ค‘๋‹จ ์ดˆ๋ž˜
23. AI ์นฉ ๊ฒฝ์Ÿ ๊ฒฉํ™”โ€ฆ๋น…ํ…Œํฌ, Nvidia ๋…์  ๊ฒฌ์ œ ์œ„ํ•ด ASIC ๊ฐœ๋ฐœ ๋ฐ•์ฐจ
24. GaN-on-SiC ๊ธฐ์ˆ , ๋ฏธ์ค‘ ๊ตฐ์šฉ ๋ ˆ์ด๋” ๊ฒฝ์Ÿ์˜ ํ•ต์‹ฌ ๊ธฐ์ˆ ๋กœ ๋ถ€์ƒ
25. Nvidia Blackwell ์นฉ, Meta Llama 3.1 ํ›ˆ๋ จ 27๋ถ„ ๋งŒ์— ์™„๋ฃŒ
26. ์ผ๋ณธ 30๋…„ ๊ตญ์ฑ„ ์ž…์ฐฐ, ์ˆ˜์š” ๋ถ€์ง„ ์™„ํ™”๋์ง€๋งŒ ๋ถˆ์•ˆ ์ง€์†
27. ์ค‘๊ตญ ํฌํ† ๋ฅ˜ ์ œํ•œ, ์œ ๋Ÿฝ ์ž๋™์ฐจ ์‚ฐ์—…์— ์ƒ์‚ฐ ์ฐจ์งˆ ๊ฒฝ๊ณ ์Œ
28. K-๋ทฐํ‹ฐ ๋ธŒ๋žœ๋“œ, ๋ฏธ๊ตญ ์˜คํ”„๋ผ์ธ ์œ ํ†ต๋ง ์ง„์ถœ ํ™•๋Œ€
29. ๊ธ€๋กœ๋ฒŒ ์žฅ๊ธฐ ๊ตญ์ฑ„ ์ˆ˜์š” ๋‘”ํ™”, ๊ฐ๊ตญ ์žฌ์ • ๊ฑด์ „์„ฑ ๊ฒฝ๊ณ  ์‹ ํ˜ธ
30. OpenAIยทJony Ive ํ˜‘์—…, Apple AI ๊ฒฝ์Ÿ๋ ฅ ์•ฝํ™” ์šฐ๋ ค ๋ถ€๊ฐ
31. Tesla, ์˜๊ตญ ํŒ๋งค ๊ธ‰๊ฐโ€ฆBYD ๋“ฑ ์ค‘๊ตญ EV์— ์‹œ์žฅ ์ ์œ ์œจ ๋นผ์•—๊ฒจ
32. ๋ฏธ๊ตญยท์ผ๋ณธ ๋“ฑ ์žฅ๊ธฐ๊ตญ์ฑ„ ์ž…์ฐฐ ๋ถ€์ง„โ€ฆ๊ธ€๋กœ๋ฒŒ ์žฌ์ • ๋ฆฌ์Šคํฌ ํ™•๋Œ€
33. Tesla, ์ค‘๊ตญ ์‹œ์žฅ ์ ์œ ์œจ ๊ธ‰๋ฝ์œผ๋กœ ๋ธŒ๋žœ๋“œ ์œ„๊ธฐ ์‹ฌํ™”
34. ๋จธ์Šคํฌ, Dragon ์šฐ์ฃผ์„  ํ๊ธฐ ๋ฐœ์–ธ ํ›„ ์ฒ ํšŒโ€ฆNASA ์˜์กด๋„ ์—ฌ์ „
35. ๋ฏธ์ค‘ ์ •์ƒ, ์ „ํ™”ํ†ตํ™” ํ†ตํ•ด ๋ฌด์—ญ ํ˜‘์ƒ ์žฌ๊ฐœ ํ•ฉ์˜
36. ๋ฏธ๊ตญ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ”„๋ฆฌ๋ฏธ์—„, ํŠธ๋Ÿผํ”„ ๊ด€์„ธ๋กœ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก
37. Anduril, 305์–ต ๋‹ฌ๋Ÿฌ ๊ธฐ์—…๊ฐ€์น˜๋กœ 25์–ต ๋‹ฌ๋Ÿฌ ์ž๊ธˆ ์œ ์น˜
38. Micron, AI ๋ฉ”๋ชจ๋ฆฌ ์ˆ˜์š” ๊ธฐ๋Œ€์— ์ฃผ๊ฐ€ ์ƒ์Šน
39. ํŠธ๋Ÿผํ”„-๋จธ์Šคํฌ ๊ฐˆ๋“ฑ ๊ฒฉํ™”โ€ฆTesla ์‹œ๊ฐ€์ด์•ก ํ•˜๋ฃจ 1,500์–ต ๋‹ฌ๋Ÿฌ ์ฆ๋ฐœ
40. Microsoft, AI ์„ฑ์žฅ ๊ธฐ๋Œ€์— ์ฃผ๊ฐ€ ์‚ฌ์ƒ ์ตœ๊ณ ์น˜ ๊ฒฝ์‹ 
41. ๋ฏธ๊ตญ, ํฌ๊ท€์งˆํ™˜ ์น˜๋ฃŒ์ œ ์Šน์ธ ์‹ ์†ํ™” ๋ฐฉ์นจ ๋ฐœํ‘œ
42. ๋ฏธ ์žฌ๋ฌด๋ถ€, ํ†ตํ™”์กฐ์ž‘๊ตญ ์ง€์ •์€ ์—†์ง€๋งŒ 9๊ฐœ๊ตญ ๊ฐ์‹œ๋Œ€์ƒ ํฌํ•จ
43. ํŠธ๋Ÿผํ”„, ๋จธ์Šคํฌ ๊ธฐ์—… ๋ณด์กฐ๊ธˆยท๊ณ„์•ฝ ์ค‘๋‹จ ๊ฐ€๋Šฅ์„ฑ ์‹œ์‚ฌ
44. Meta, VR โ€˜Lomaโ€™ ์ถœ์‹œ์— ์•ž์„œ ๋…์  ์ฝ˜ํ…์ธ  ํ™•๋ณด ์ด๋ ฅ
45. ํ•œ๊ตญ ์ฆ์‹œ, ๋Œ€์„  ์ดํ›„ ์™ธ๊ตญ์ธ ์ž๊ธˆ 18์–ต ๋‹ฌ๋Ÿฌ ์œ ์ž…
46. ์ธ๋„ ์ค‘์•™์€ํ–‰, ๊ฒฝ๊ธฐ ๋ถ€์–‘ ์œ„ํ•ด ๊ธˆ๋ฆฌยท์ง€๊ธ‰์ค€๋น„์œจ ๋™์‹œ ์ธํ•˜
47. ๋ฏธ๊ตญ ์ƒ์›, ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ ๊ทœ์ œ GENIUS ๋ฒ•์•ˆ ์‹ฌ์˜ ์ฐฉ์ˆ˜
48. ์ค‘๊ตญ ํฌํ† ๋ฅ˜ ์ œํ•œ์— Lynas ์ฃผ๊ฐ€ ๊ธ‰๋“ฑโ€ฆ๋Œ€์ฒด ๊ณต๊ธ‰ ๊ธฐ๋Œ€
49. K-ํŒ ํฌํ† ์นด๋“œ ์‹œ์žฅ, โ€˜Boy Paperโ€™ ์—ดํ’์œผ๋กœ ๊ฑฐ๋ž˜ ๊ธ‰์ฆ
50. Gilead, HIV ์˜ˆ๋ฐฉ ์ฃผ์‚ฌ์ œ ์Šน์ธ ๊ธฐ๋Œ€์— ์ฃผ๊ฐ€ ์ƒ์Šน
51. ํŠธ๋Ÿผํ”„-๋จธ์Šคํฌ ๊ฐˆ๋“ฑ ์‹ฌํ™”, TeslaยทSpaceX ๋“ฑ ๋ฆฌ์Šคํฌ ํ™•๋Œ€
52. ๋””์ง€ํ„ธ ํŠธ์œˆ ์ปจ์†Œ์‹œ์—„, AI ์—์ด์ „ํŠธ ๊ธฐ๋Šฅ ์ฃผ๊ธฐ์œจํ‘œ ๊ณต์‹ ๋ฐœํ‘œ

https://naver.me/5CFfLTAY

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)
<6์›” 5์ผ ๋งคํฌ๋กœ & ์ „๋žต ๋ฆฌํฌํŠธ>

1. John L. Hopkins (NuScale Power ์ตœ๊ณ ๊ฒฝ์˜์ž)
- NuScale์€ ์ถœ๋ ฅ์ด 77MW๋กœ ์ƒํ–ฅ๋œ ๋‘ ๋ฒˆ์งธ ์›์ž๋กœ ์„ค๊ณ„์— ๋Œ€ํ•œ ์ธํ—ˆ๊ฐ€๋ฅผ ๋ฐ›์•˜์œผ๋ฉฐ, ์ฃผ์š” ํ•˜์ดํผ์Šค์ผ€์ผ๋Ÿฌ์™€ ์ „๋ ฅ ๊ตฌ๋งค ๋…ผ์˜๋ฅผ ์ง„ํ–‰ ์ค‘์ด๋‹ค.
- ๋ฃจ๋งˆ๋‹ˆ์•„ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ๋ฏธ๊ตญ ๋‚ด ์ตœ์ดˆ ๋ชจ๋“ˆ ์ฐฉ๊ณต์„ ์ด๋ฒˆ 10๋…„ ๋‚ด ๋ชฉํ‘œ๋กœ ํ•œ๋‹ค.

2. John Murphy (BofA ์ฆ๊ถŒ ์ž๋™์ฐจ ๋‹ด๋‹น ์• ๋„๋ฆฌ์ŠคํŠธ)
- ์ „๊ธฐ์ฐจ ์ˆ˜์š” ๋ถ€์ง„๊ณผ ๊ด€์„ธ ์ „์Ÿ์œผ๋กœ ์ž๋™์ฐจ ์‚ฐ์—…์€ ํˆฌ์ž ์†์‹ค๊ณผ ์ƒ์‚ฐ ์ฐจ์งˆ์„ ๊ฒช๊ณ  ์žˆ์œผ๋ฉฐ, ์ฐจ๋Ÿ‰ ๊ฐ€๊ฒฉ ์ธ์ƒ์€ ๋ถˆ๊ฐ€ํ”ผํ•˜๋‹ค.
- GM, ํฌ๋“œ ๋“ฑ์€ ๊ธฐ์กด ๋‚ด์—ฐ๊ธฐ๊ด€ ์ฐจ๋Ÿ‰ ์ค‘์‹ฌ์œผ๋กœ ํšŒ๊ท€ ์ค‘์ด๋ฉฐ, ์ค‘๊ตญ ์‹œ์žฅ ๊ตฌ์กฐ์กฐ์ • ๊ฐ€๋Šฅ์„ฑ๋„ ์ฃผ๋ชฉ๋œ๋‹ค.

3. Tony Roth (Wilmington Trust ์ตœ๊ณ ํˆฌ์ž์ฑ…์ž„์ž)
- ๋ฏธ๊ตญ ์ฃผ์‹ ์‹œ์žฅ์€ ๊ณผ๋Œ€ํ‰๊ฐ€๋˜์–ด ์žˆ์œผ๋ฉฐ, ๊ด€์„ธ ๋ฐ ์žฌ์ •์ ์ž ๋ฆฌ์Šคํฌ๊ฐ€ ๋ฐ˜์˜๋˜์ง€ ์•Š์•˜๋‹ค.
- ์—ฐ์ค€์˜ ๊ธˆ๋ฆฌ ์ธํ•˜๋Š” 7~9์›” ์‹œ์ž‘๋  ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ์œผ๋ฉฐ, ์ด๋Š” ๊ฒฝ๊ธฐ ๋‘”ํ™”๋ฅผ ๋ฐ˜์˜ํ•œ ๋น„์šฐํ˜ธ์  ์กฐ์น˜์ด๋‹ค.

4. Gregory Peters (PGIM ๊ณ ์ •์ˆ˜์ต ๊ณต๋™ ์ตœ๊ณ ํˆฌ์ž์ฑ…์ž„์ž)
- ๋…ธ๋™์‹œ์žฅ์ด ํ•ต์‹ฌ์ด๋ฉฐ, ์•ฝํ•œ ๊ณ ์šฉ ๋ฐ์ดํ„ฐ๊ฐ€ ์‹œ์žฅ์— ๋” ํฐ ์˜ํ–ฅ์„ ์ค„ ์ˆ˜ ์žˆ๋‹ค.

5. Jim Reid (Deutsche Bank ๊ธ€๋กœ๋ฒŒ ๊ฑฐ์‹œ ๋ฐ ํ…Œ๋งˆ ์ „๋žต ์ฑ…์ž„์ž)
- ํŠธ๋Ÿผํ”„์™€ ๋จธ์Šคํฌ ๊ฐ„ ๊ฐˆ๋“ฑ ์™„ํ™” ์กฐ์ง์ด ์‹œ์žฅ์— ๊ธ์ •์  ์˜ํ–ฅ์„ ์ฃผ๋ฉฐ ์„ ๋ฌผ์‹œ์žฅ ๋ฐ˜๋“ฑ์„ ์ด๋Œ๊ณ  ์žˆ๋‹ค.

6. Howard Lutnick (๋ฏธ ์ƒ๋ฌด๋ถ€ ์žฅ๊ด€)
- ๋ฏธ๊ตญ์€ ๋ฒ ํŠธ๋‚จ์„ ํ†ตํ•œ ์ค‘๊ตญ์‚ฐ ์šฐํšŒ ์ˆ˜์ถœ์„ ๋ฌธ์ œ ์‚ผ์œผ๋ฉฐ 7์›”๊นŒ์ง€ ํ˜‘์ƒ์ด ํƒ€๊ฒฐ๋˜์ง€ ์•Š์œผ๋ฉด 46% ๊ด€์„ธ๋ฅผ ์žฌ๋ถ€๊ณผํ•  ์˜ˆ์ •์ด๋‹ค.

7. Fatih Birol (๊ตญ์ œ์—๋„ˆ์ง€๊ธฐ๊ตฌ ์‚ฌ๋ฌด์ด์žฅ)
- 2025๋…„ ์ „ ์„ธ๊ณ„ ์—๋„ˆ์ง€ ํˆฌ์ž์•ก์€ ์‚ฌ์ƒ ์ตœ๋Œ€๋ฅผ ๊ธฐ๋กํ•  ์ „๋ง์ด๋ฉฐ, ์ฒญ์ • ์—๋„ˆ์ง€๊ฐ€ ์ฃผ๋„ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.
- ์ „๋ ฅ๋ง ํˆฌ์ž ๋ถ€์กฑ๊ณผ ๊ณต๊ธ‰๋ง ์ œ์•ฝ์ด ์—๋„ˆ์ง€ ์ „ํ™˜์˜ ๋ณ‘๋ชฉ์ด ๋˜๊ณ  ์žˆ๋‹ค.

8. BofA Global Research (BofA ๊ธ€๋กœ๋ฒŒ ๋ฆฌ์„œ์น˜ ์• ๋„๋ฆฌ์ŠคํŠธ)
- ๋ฏธ๊ตญ ๋‹ฌ๋Ÿฌ ์•ฝ์„ธ ์ „๋ง์„ ์œ ์ง€ํ•˜๋˜, ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” ํšŒ๋ณต ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ์–ด ๋งค๋„ ๊ธฐํšŒ๋กœ ๊ฐ„์ฃผ๋œ๋‹ค.

9. Ross Gerber (Gerber Kawasaki CEO, ํ…Œ์Šฌ๋ผ ์ฃผ์ฃผ)
- ๋จธ์Šคํฌ์˜ ์ตœ๊ทผ ์–ธํ–‰์ด ํ…Œ์Šฌ๋ผ์™€ ์ŠคํŽ˜์ด์ŠคX ๊ธฐ์—…๊ฐ€์น˜์— ๋ถ€์ •์ ์ด๋ฉฐ, ์ฃผ์ฃผ ์†Œ์†ก ๊ฐ€๋Šฅ์„ฑ์ด ์ œ๊ธฐ๋œ๋‹ค.

10. New York Federal Reserve (๋‰ด์š• ์—ฐ์ค€ ์„ค๋ฌธ์กฐ์‚ฌ)
- ๊ธฐ์—…๋“ค์€ ๊ด€์„ธ ์ธ์ƒ๋ถ„์„ ์‹ ์†ํžˆ ์†Œ๋น„์ž์—๊ฒŒ ์ „๊ฐ€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ๋น„๊ด€์„ธ ํ’ˆ๋ชฉ๊นŒ์ง€ ๊ฐ€๊ฒฉ ์ธ์ƒ์ด ํ™•์‚ฐ ์ค‘์ด๋‹ค.

11. John Waldron (๊ณจ๋“œ๋งŒ์‚ญ์Šค ์‚ฌ์žฅ)
- ๊ด€์„ธ ๋ฆฌ์Šคํฌ ๋Œ€์‘์œผ๋กœ ํฌ์ง€์…˜ ์ถ•์†Œ ๋ฐ ์œ ๋™์„ฑ ํ™•๋ณด๋ฅผ ์ถ”์ง„ํ•˜๋ฉฐ, ์ž๋ณธ์ง€์ถœ๊ณผ M&A ์žฌ๊ฐœ ๊ฐ€๋Šฅ์„ฑ์„ ์–ธ๊ธ‰ํ–ˆ๋‹ค.

12. Goldman Sachs (์ด์ฝ”๋…ธ๋ฏธ์ŠคํŠธ)
- 5์›” ๊ณ ์šฉ์€ ์™„๋งŒํ•˜๊ณ  ๊ท ํ˜• ์žกํžŒ ํ๋ฆ„์„ ๋ณด์ด๋ฉฐ, ์—ฐ์ค€์˜ ์ฆ‰๊ฐ์ ์ธ ์ •์ฑ… ๋ณ€ํ™”๋Š” ์—†์„ ์ „๋ง์ด๋‹ค.
- ECB์˜ 7์›” ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ฐ€๋Šฅ์„ฑ์€ ๋‚ฎ์•„์กŒ์œผ๋ฉฐ, ์ธํ•˜ ์‹œ์ ์€ 9์›”๋กœ ์ง€์—ฐ๋  ์ „๋ง์ด๋‹ค.

13. Alex Karp (Palantir ์ตœ๊ณ ๊ฒฝ์˜์ž)
- AI ๊ฒฝ์Ÿ์€ ๋ฏธ๊ตญ๊ณผ ์ค‘๊ตญ์˜ ์‹ธ์›€์ด๋ฉฐ, Palantir๋Š” ๋ฏธ๊ตญ์˜ ๋ฐฉ์œ„ ๊ธฐ์ˆ  ๊ฐ•ํ™”๋ฅผ ์œ„ํ•ด ๊ธฐ์ˆ ๋ ฅ์„ ์ง‘์ค‘ํ•˜๊ณ  ์žˆ๋‹ค.

14. John Murphy (BofA ์‹œ๋‹ˆ์–ด ์ž๋™์ฐจ ์• ๋„๋ฆฌ์ŠคํŠธ)
- EV ์‹œ์žฅ ์„ฑ์žฅ ๋‘”ํ™”์™€ ๊ณผ์ž‰ ์ƒ์‚ฐ์œผ๋กœ ๊ธ€๋กœ๋ฒŒ ์ž๋™์ฐจ ์‚ฐ์—…์€ ์ „๋žต์  ํ›„ํ‡ด ์ค‘์ด๋ฉฐ, ๋”œ๋Ÿฌ ๋ฐ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ๊ฐ•ํ™”๊ฐ€ ๊ด€๊ฑด์ด๋‹ค.

15. Federal Reserve Bank of Atlanta (์• ํ‹€๋žœํƒ€ ์—ฐ์ค€ ์„ค๋ฌธ์กฐ์‚ฌ)
- ๊ธฐ์—…๋“ค์€ ๊ด€์„ธ ์ธ์ƒ ๋น„์šฉ์˜ ์ ˆ๋ฐ˜ ์ •๋„๋ฅผ ์†Œ๋น„์ž์—๊ฒŒ ์ „๊ฐ€ํ•˜๋ฉฐ, ์ตœ๊ทผ ์ˆ˜์š” ๋ฏผ๊ฐ๋„๋กœ ์ธํ•ด ์ „๊ฐ€์œจ์€ ๊ณผ๊ฑฐ๋ณด๋‹ค ๋‚ฎ์•„์กŒ๋‹ค.

16. Xiaojia Zhi (ํฌ๋ ˆ๋””์•„๊ทธ๋ฆฌ์ฝœ ์ˆ˜์„ ์ค‘๊ตญ ์ด์ฝ”๋…ธ๋ฏธ์ŠคํŠธ)
- PBOC๋Š” 6์›” ์œ ๋™์„ฑ ๊ธด์ถ• ์šฐ๋ ค ์™„ํ™”๋ฅผ ์œ„ํ•ด ์„ ์ œ์  ์œ ๋™์„ฑ ๊ณต๊ธ‰์„ ๋‹จํ–‰ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์—ญ๋ ˆํฌ๊ฐ€ ํ•ต์‹ฌ ์ˆ˜๋‹จ์ด๋‹ค.

17. Wang Qing (๊ณจ๋“ ํฌ๋ ˆ๋”ง ์ˆ˜์„ ๊ฑฐ์‹œ๊ฒฝ์ œ ๋ถ„์„๊ฐ€)
- 6์›” ๋‚ด PBOC์˜ ์ถ”๊ฐ€ ์œ ๋™์„ฑ ๊ณต๊ธ‰ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์œผ๋ฉฐ, ๊ตญ์ฑ„ ์†Œํ™”์™€ ์‹ค๋ฌผ๊ฒฝ์ œ ์ง€์›์ด ํ•ต์‹ฌ ๋ชฉํ‘œ์ด๋‹ค.

18. Sanjay Malhotra (์ธ๋„์ค‘์•™์€ํ–‰ ์ด์žฌ)
- ์ธ๋„๋Š” ๊ธฐ์ค€๊ธˆ๋ฆฌ๋ฅผ 5.5%๋กœ ์ธํ•˜ํ•˜๊ณ  ์™„ํ™”์  ๊ธˆ์œต์กฐ๊ฑด์„ ์œ ์ง€ํ•˜๋ฉฐ, ์„ฑ์žฅ๋ฅ  7~8% ์ง„์ž…์„ ๋ชฉํ‘œ๋กœ ์ •์ฑ… ์—ฌ์ง€๋ฅผ ์œ ์ง€ํ•œ๋‹ค.

19. Ken Griffin (์‹œํƒ€๋ธ CEO)
- ๋ฏธ๊ตญ CDS ํ”„๋ฆฌ๋ฏธ์—„์ด ์œ ๋Ÿฝ ๊ตญ๊ฐ€๋ฅผ ์ƒํšŒํ•˜๋Š” ํ˜„์ƒ์€ ๋น„์ •์ƒ์ ์ด๋ฉฐ, ์žฌ์ •์ ์ž ๊ตฌ์กฐ ๋ฌธ์ œ์˜ ์‹ฌ๊ฐ์„ฑ์„ ๋ฐ˜์˜ํ•œ๋‹ค.


https://naver.me/FqZmEnDm

(์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)
ABM Industries Incorporated (ABM)
์‹œ๊ฐ€์ด์•ก: 3.19B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Diversified_Commercial_Services
์„นํ„ฐ: #Finance
ํ™ˆํŽ˜์ด์ง€: https://www.abm.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 2.1B / 2.07B / 1.4% / 5.0% / 0.0%
2501: 2.1B / 2.07B / 1.4% / 1.5% / -4.5%
2410: 2.2B / 2.07B / 6.3% / 5.1% / 4.8%
2407: 2.1B / 2.04B / 2.9% / 3.5% / 5.0%
2404: 2B / 2B / 0.0% / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2504: 0.86 / 0.87 / -1.1% / -1.1% / -1.1%
2501: 0.87 / 0.76 / 14.5% / 24.3% / -3.3%
2410: 0.9 / 0.87 / 3.4% / -- / -4.3%
2407: 0.94 / 0.86 / 9.3% / -36.1% / 8.0%
2404: 0.87 / 0.79 / 10.1% / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2310: 8.1B(3.7%) / 3.79(11.1%)
2210: 7.81B(25.3%) / 3.41(83.3%)
2110: 6.23B(4.0%) / 1.86(41622.7%)
2010: 5.99B(--) / 0.004458(--)

#ABM

- ์‚ฌ์—…์š”์•ฝ: ABM Industries Incorporated, through its subsidiaries, engages in the provision of integrated facility, infrastructure, and mobility solutions in the United States and internationally. It operates through Business & Industry, Manufacturing & ...
๋ฏธ๊ตญ 5์›” ๊ณ ์šฉ์ง€ํ‘œ ์ •๋ฆฌ

1. ๊ณ ์šฉ ๋ฐ ์‹ค์—… ํ˜„ํ™ฉ
- 5์›” ๋น„๋†์—… ์ผ์ž๋ฆฌ 13๋งŒ9์ฒœ ๊ฐœ ์ฆ๊ฐ€.
- ์‹ค์—…๋ฅ  4.2%๋กœ ๋ณ€๋™ ์—†์Œ.
- ์‹ค์—…์ž ์ˆ˜ 720๋งŒ ๋ช…์œผ๋กœ ํฐ ๋ณ€ํ™” ์—†์Œ.
- ๋‹จ๊ธฐ ์‹ค์—…์ž 26.4๋งŒ ๋ช… ์ฆ๊ฐ€.
- ์žฅ๊ธฐ ์‹ค์—…์ž 21.8๋งŒ ๋ช… ๊ฐ์†Œ.
- ๋…ธ๋™์ฐธ์—ฌ์œจ 62.4%๋กœ 0.2%p ํ•˜๋ฝ.
- ๊ณ ์šฉ-์ธ๊ตฌ ๋น„์œจ 59.7%๋กœ 0.3%p ํ•˜๋ฝ.

2. ์ฃผ์š” ์‚ฐ์—…๋ณ„ ๊ณ ์šฉ ๋ณ€ํ™”
- ๋ณด๊ฑด ๋ถ„์•ผ 6.2๋งŒ ๋ช… ์ฆ๊ฐ€.
- ์—ฌ๊ฐ€ ๋ฐ ์ ‘๊ฐ์—… 4.8๋งŒ ๋ช… ์ฆ๊ฐ€.
- ์‚ฌํšŒ๋ณต์ง€ ๋ถ„์•ผ 1.6๋งŒ ๋ช… ์ฆ๊ฐ€.
- ์—ฐ๋ฐฉ์ •๋ถ€ 2.2๋งŒ ๋ช… ๊ฐ์†Œ.
- ๋Œ€๋ถ€๋ถ„ ์‚ฐ์—…์€ ๋ณ€ํ™” ์—†์Œ.

3. ์ž„๊ธˆ ๋ฐ ๊ทผ๋กœ ์‹œ๊ฐ„
- ํ‰๊ท  ์‹œ๊ธ‰ 36.24๋‹ฌ๋Ÿฌ๋กœ 0.4% ์ƒ์Šน.
- ๋น„๊ฐ๋…์ง ์‹œ๊ธ‰ 31.18๋‹ฌ๋Ÿฌ๋กœ 0.4% ์ƒ์Šน.
- ํ‰๊ท  ๊ทผ๋กœ ์‹œ๊ฐ„ 34.3์‹œ๊ฐ„์œผ๋กœ ์œ ์ง€.
- ์ œ์กฐ์—… ์ดˆ๊ณผ๊ทผ๋ฌด 2.9์‹œ๊ฐ„์œผ๋กœ ๋ณ€๋™ ์—†์Œ.