미코플라스마 폐렴이 중국에서 퍼지고 있습니다. 미코플라스마 폐렴의 가장 큰 문제는 걸려도 별 일 없는 사람이 많아서 굉장히 퍼지기 쉽다는 것입니다. 역으로는 선진국에서 발생하는 폐렴의 대부분도 미코플라스마 폐렴으로 굉장히 흔한 질환이라 대응이 쉽다는 장점도 있습니다.
Everything You Need to Know About China’s Child Pneumonia Outbreak
https://www.bloomberg.com/news/articles/2023-11-24/could-china-s-child-pneumonia-outbreak-spread-all-you-need-to-know
Everything You Need to Know About China’s Child Pneumonia Outbreak
https://www.bloomberg.com/news/articles/2023-11-24/could-china-s-child-pneumonia-outbreak-spread-all-you-need-to-know
Bloomberg.com
Everything You Need to Know About China’s Child Pneumonia Outbreak
China’s health-care system is once again in the spotlight as a wave of pneumonia cases sweeps through the country, hitting kids particularly hard. The sudden increase in sick children, and a report suggesting widespread clusters of undiagnosed respiratory…
Forwarded from 전종현의 인사이트
LLM 시대의 BM은 어떻게 형성될까요?
글에서는 Price to SLAs, Output-based pricing, Agent renting 방식을 언급
https://philipjclark.substack.com/p/beyond-saas
글에서는 Price to SLAs, Output-based pricing, Agent renting 방식을 언급
https://philipjclark.substack.com/p/beyond-saas
Forwarded from 채권사랑의 사랑방
한국IR협회 24년 산업 전망 세미나 요약
-반도체AI) https://www.evernote.com/shard/s373/sh/77932575-2182-b018-ac05-6a31f1dc5200/eASYiDoXC3I9w6v7RXKpAJrOya0IuAOTzHbRqyvb1wgQ1tCm_Qugen2rOA
-2차전지)
https://www.evernote.com/shard/s373/sh/1f7a917a-38eb-4b9b-501f-48fc174ddba8/3EoTCnaMTn03iLRESNl8sczL1NO6Ieq7gVpV6d12Q5V0e1YXuT2oNVgFfA
-전기전자)
https://www.evernote.com/shard/s373/sh/0ca42eec-7434-9694-2fe4-450b691d61bb/rDJkYyK1z42DjuI5fo8yC1tKJRNy8DPhghmUs8-sX1ZJRymFl8I_9cVIUg
-엔터레저미디어)
https://www.evernote.com/shard/s373/sh/843c1d9f-b18c-bce2-da97-9c82d58084ac/hZmIYlaZd4n6Iy7d0Lgi35iE_a2Bz5FyA52Z0bOyfo2GsXIMvL6VE_B42w
-정유화학)
https://www.evernote.com/shard/s373/sh/e7f63c5f-d4c3-09d0-c0f0-cf1104fc521e/VJht8OpRZPpeeLhaG34QWjQfywqpHmbsLrQSZ5AbZ8tO4o2GjqatMXTx9Q
-반도체AI) https://www.evernote.com/shard/s373/sh/77932575-2182-b018-ac05-6a31f1dc5200/eASYiDoXC3I9w6v7RXKpAJrOya0IuAOTzHbRqyvb1wgQ1tCm_Qugen2rOA
-2차전지)
https://www.evernote.com/shard/s373/sh/1f7a917a-38eb-4b9b-501f-48fc174ddba8/3EoTCnaMTn03iLRESNl8sczL1NO6Ieq7gVpV6d12Q5V0e1YXuT2oNVgFfA
-전기전자)
https://www.evernote.com/shard/s373/sh/0ca42eec-7434-9694-2fe4-450b691d61bb/rDJkYyK1z42DjuI5fo8yC1tKJRNy8DPhghmUs8-sX1ZJRymFl8I_9cVIUg
-엔터레저미디어)
https://www.evernote.com/shard/s373/sh/843c1d9f-b18c-bce2-da97-9c82d58084ac/hZmIYlaZd4n6Iy7d0Lgi35iE_a2Bz5FyA52Z0bOyfo2GsXIMvL6VE_B42w
-정유화학)
https://www.evernote.com/shard/s373/sh/e7f63c5f-d4c3-09d0-c0f0-cf1104fc521e/VJht8OpRZPpeeLhaG34QWjQfywqpHmbsLrQSZ5AbZ8tO4o2GjqatMXTx9Q
VC DEALS
Drug testing biotech startup Vivodyne raised a $38 million seed round led by Khosla Ventures.
Credit card startup Kiwi raised $13 million led by Omidyar Network India.
Inclusively, the developer of a workplace inclusivity platform, raised a $13 million Series A led by Firework Ventures.
DoorFeed, a London-based investment platform for residential real estate, has closed a €12 million seed round from investors including Motive Partners, Stride, and Seedcamp.
London-based open banking B2B payments startup Crezco has completed a $12 million Series A from MMC Ventures and 13books Capital.
UK-based gut health brand Biomel has raised £5.5 million from Iris Ventures.
Charlotte-based home services startup Craftwork raised $6 million led by Forerunner Ventures.
Maia Oncology, a virtual cancer care coordination startup, raised a $4.25 million seed round led by Yosemite.
PE DEALS
OpenGate Capital agreed to acquire Toronto-based Player One Amusement Group, which provides gaming and amusement equipment to North American venues, from Cineplex for C$155 million (about $113 million).
New Mountain Capital will lead an investment in Broadcast Music, or BMI, a New York-based performing rights organization that serves songwriters, composers and publishers.
INVL has agreed to acquire Lithuanian buckwheat producer Galinta Group.
The Central Bank of Ireland has given regulatory approval for Searchlight Capital Partners' take-private of London-listed Gresham House, clearing the way for the asset manager to delist on Dec. 20
PORTFOLIO COMPANIES
The Federal Trade Commission is investigating Roark Capital's agreement to acquire Subway for $10 billion with concerns that Roark's ownership of Arby's, Jimmy John's, McAlister's Deli and Schlotzsky's would create a sandwich monopoly, Politico reported.
FUNDRAISING
Boston-based Bain Capital raised $7.1 billion for its fifth pan-Asian buyout fund, according to reports, surpassing the firm's $5 billion target for the vehicle.
German state-backed fund-of-funds, Wachstumsfonds Deutschland (Growth Fund Germany), has raised €1 billion to invest in German and European vehicles focused on late-stage deals.
Avenue Capital Group, a New York-based private investor in distressed assets, plans to launch a fund with a target between $600 million and $800 million in 2024 focused on environmental impact investments in private credit, Reuters reported.
Chicago-based VC firm 53 Stations raised $190 million for Fund I from its single LP, The Pritzker Organization.
Morgan Stanley Investment Management closed Next Level Fund I on $50 million.
Drug testing biotech startup Vivodyne raised a $38 million seed round led by Khosla Ventures.
Credit card startup Kiwi raised $13 million led by Omidyar Network India.
Inclusively, the developer of a workplace inclusivity platform, raised a $13 million Series A led by Firework Ventures.
DoorFeed, a London-based investment platform for residential real estate, has closed a €12 million seed round from investors including Motive Partners, Stride, and Seedcamp.
London-based open banking B2B payments startup Crezco has completed a $12 million Series A from MMC Ventures and 13books Capital.
UK-based gut health brand Biomel has raised £5.5 million from Iris Ventures.
Charlotte-based home services startup Craftwork raised $6 million led by Forerunner Ventures.
Maia Oncology, a virtual cancer care coordination startup, raised a $4.25 million seed round led by Yosemite.
PE DEALS
OpenGate Capital agreed to acquire Toronto-based Player One Amusement Group, which provides gaming and amusement equipment to North American venues, from Cineplex for C$155 million (about $113 million).
New Mountain Capital will lead an investment in Broadcast Music, or BMI, a New York-based performing rights organization that serves songwriters, composers and publishers.
INVL has agreed to acquire Lithuanian buckwheat producer Galinta Group.
The Central Bank of Ireland has given regulatory approval for Searchlight Capital Partners' take-private of London-listed Gresham House, clearing the way for the asset manager to delist on Dec. 20
PORTFOLIO COMPANIES
The Federal Trade Commission is investigating Roark Capital's agreement to acquire Subway for $10 billion with concerns that Roark's ownership of Arby's, Jimmy John's, McAlister's Deli and Schlotzsky's would create a sandwich monopoly, Politico reported.
FUNDRAISING
Boston-based Bain Capital raised $7.1 billion for its fifth pan-Asian buyout fund, according to reports, surpassing the firm's $5 billion target for the vehicle.
German state-backed fund-of-funds, Wachstumsfonds Deutschland (Growth Fund Germany), has raised €1 billion to invest in German and European vehicles focused on late-stage deals.
Avenue Capital Group, a New York-based private investor in distressed assets, plans to launch a fund with a target between $600 million and $800 million in 2024 focused on environmental impact investments in private credit, Reuters reported.
Chicago-based VC firm 53 Stations raised $190 million for Fund I from its single LP, The Pritzker Organization.
Morgan Stanley Investment Management closed Next Level Fund I on $50 million.
라인-야후, 개인정보 유출 발표... 부정 접속으로 40만건 유출 : 니혼게이자이신문
라인 야후는 27일 서버가 사이버 공격을 받아 라인 앱 이용자 정보 등 총 40만 건 이상의 개인정보가 유출됐을 가능성이 있다고 발표했다. 대주주인 국내 인터넷 대기업 네이버와 일부 직원용 시스템을 공유하고 있는데, 네이버가 공격을 받으면서 라인야후 서버도 부정 접속을 당한 것으로 보인다.
https://www.nikkei.com/article/DGXZQOUC270BU0X21C23A1000000/
라인 야후는 27일 서버가 사이버 공격을 받아 라인 앱 이용자 정보 등 총 40만 건 이상의 개인정보가 유출됐을 가능성이 있다고 발표했다. 대주주인 국내 인터넷 대기업 네이버와 일부 직원용 시스템을 공유하고 있는데, 네이버가 공격을 받으면서 라인야후 서버도 부정 접속을 당한 것으로 보인다.
https://www.nikkei.com/article/DGXZQOUC270BU0X21C23A1000000/
日本経済新聞
LINEヤフー、個人情報流出発表 ネイバー経由で44万件か
LINEヤフーは27日、同社のサーバーが第三者から攻撃され、LINEアプリの利用者情報など約44万件が流出した可能性があると発表した。大株主である韓国ネット大手ネイバーと一部システムを共通化していたことが一因だ。過去にもLINEの利用者情報を中国の関連会社が閲覧できた問題が起きており、情報管理体制が改めて問われる。今回流出した恐れのある44万件の個人情報のうち約30万件は利用者に関するものとい
Forwarded from 혹두루미 아카이브
1) 유니티는 '게임 엔진 구독(위 Create)'과 만들어진 게임의 '수익화 솔루션 채택(소위 광고, 위 Operate)'으로 수익을 창출함.
2) 유니티가 성공하기 위해서는 '개발자들의 구독'이 늘어나고, 개발된 게임들이 유니티의 '수익화 솔루션'을 채택해야 함.
3) 하지만 개발자들이 무한히 증가하기는 힘들며 아무리 게임이 잘 돼도 다른 수익화 솔루션을 채택하면 유니티는 돈을 벌 수 없었기에 그동안 유니티는 '게임 엔진 기업'을 표방한 '세컨티어 애드테크 기업'이나 다름없었음.
4) 금번 하반기 욕을 많이 얻어먹고 CEO도 변경한 끝에 결국 '엔진 구독료'를 'Profit Share' 구조로 변경함. 다시 말해, 유니티로 만들어진 게임이 성공하게 되면 유니티도 (드디어!) 돈을 벌 수 있게 된 것.
5) 또한 바뀐 CEO는 a) 엔진-수익화 솔루션 간 시너지를 높여 유니티 엔진 기반 게임들의 수익화 솔루션 채택률을 높이고, b) 잡다한 프로덕트들을 정리하는 것에 집중할 것이라 밝힘.
#U
2) 유니티가 성공하기 위해서는 '개발자들의 구독'이 늘어나고, 개발된 게임들이 유니티의 '수익화 솔루션'을 채택해야 함.
3) 하지만 개발자들이 무한히 증가하기는 힘들며 아무리 게임이 잘 돼도 다른 수익화 솔루션을 채택하면 유니티는 돈을 벌 수 없었기에 그동안 유니티는 '게임 엔진 기업'을 표방한 '세컨티어 애드테크 기업'이나 다름없었음.
4) 금번 하반기 욕을 많이 얻어먹고 CEO도 변경한 끝에 결국 '엔진 구독료'를 'Profit Share' 구조로 변경함. 다시 말해, 유니티로 만들어진 게임이 성공하게 되면 유니티도 (드디어!) 돈을 벌 수 있게 된 것.
5) 또한 바뀐 CEO는 a) 엔진-수익화 솔루션 간 시너지를 높여 유니티 엔진 기반 게임들의 수익화 솔루션 채택률을 높이고, b) 잡다한 프로덕트들을 정리하는 것에 집중할 것이라 밝힘.
#U
❤1👍1
해치웠나?
Benchmark 10-year Treasury yields have fallen just over half a percentage point after hitting a 16-year high of 5.02% on Oct. 23, to hover at about 4.47% as of Friday afternoon in New York. Two-year yields traded at 4.95% versus a high this cycle of 5.26% reached last month.
Bond Market’s Dramatic Recovery Is Seen as Opening Act for Broader Revival https://www.bloomberg.com/news/articles/2023-11-26/us-treasury-market-s-dramatic-recovery-sets-stage-for-a-broader-revival
Benchmark 10-year Treasury yields have fallen just over half a percentage point after hitting a 16-year high of 5.02% on Oct. 23, to hover at about 4.47% as of Friday afternoon in New York. Two-year yields traded at 4.95% versus a high this cycle of 5.26% reached last month.
Bond Market’s Dramatic Recovery Is Seen as Opening Act for Broader Revival https://www.bloomberg.com/news/articles/2023-11-26/us-treasury-market-s-dramatic-recovery-sets-stage-for-a-broader-revival
VC DEALS
VC-backed Japanese battery maker AESC Group is looking to raise around $1.5 billion for its Series C at a $10 billion valuation, Bloomberg reported.
Floy, a Munich-based provider of AI-driven software to support radiologists, has closed a €5.4 million seed round led by HV Capital.
EMotorad, an Indian maker of e-bikes, has raised a $20 million Series B led by Panthera Growth Partners.
Aptus.AI, an Italian provider of AI technology designed to create machine-readable versions of legal documents, has raised €3 million in a round led by P101.
CatX, a US-based digital marketplace for insurance risk, has secured $2.7 million from investors including HackLegacy.
Mettle, a London-based mental fitness app for men, has raised £2.5 million from investors including Elbow Beach Capital.
PE DEALS
Blackstone and Carlyle Group-backed Italian insurance company Prima Assicurazioni is looking for a new minority investor in a deal that would value the company at €1 billion, Reuters reported.
EXITS & IPOS
Carlyle Group has agreed to acquire a majority stake in German software vendor GBTEC Software from Main Capital Partners.
FUNDRAISING
South Korea’s Ministry of Health and Welfare is allocating 261.6 billion won (around $200.2 million) to Yuanta Investment and Premier Partners over the next four years to boost private investment in the biopharma sector.
Netherlands-based NP-Hard Ventures has closed its debut fund on €12 million to back early-stage software startups in Europe and the US.
Paris-based Saviu Ventures has held a €12 million first close for its second fund. The vehicle will target seed to Series A investments in African startups.
VC-backed Japanese battery maker AESC Group is looking to raise around $1.5 billion for its Series C at a $10 billion valuation, Bloomberg reported.
Floy, a Munich-based provider of AI-driven software to support radiologists, has closed a €5.4 million seed round led by HV Capital.
EMotorad, an Indian maker of e-bikes, has raised a $20 million Series B led by Panthera Growth Partners.
Aptus.AI, an Italian provider of AI technology designed to create machine-readable versions of legal documents, has raised €3 million in a round led by P101.
CatX, a US-based digital marketplace for insurance risk, has secured $2.7 million from investors including HackLegacy.
Mettle, a London-based mental fitness app for men, has raised £2.5 million from investors including Elbow Beach Capital.
PE DEALS
Blackstone and Carlyle Group-backed Italian insurance company Prima Assicurazioni is looking for a new minority investor in a deal that would value the company at €1 billion, Reuters reported.
EXITS & IPOS
Carlyle Group has agreed to acquire a majority stake in German software vendor GBTEC Software from Main Capital Partners.
FUNDRAISING
South Korea’s Ministry of Health and Welfare is allocating 261.6 billion won (around $200.2 million) to Yuanta Investment and Premier Partners over the next four years to boost private investment in the biopharma sector.
Netherlands-based NP-Hard Ventures has closed its debut fund on €12 million to back early-stage software startups in Europe and the US.
Paris-based Saviu Ventures has held a €12 million first close for its second fund. The vehicle will target seed to Series A investments in African startups.
Forwarded from 유안타증권 반도체 백길현 (Glenda Baik)
[유안타증권 반도체/전기전자 백길현]
금일(11월 28일 화요일) 오후 1시30분부터 삼성전기 Corp day를 진행할 예정입니다.
관심있으신 분들은 저 또는
법인 담당자분들께 연락주신 후 방문 부탁드립니다.
행사 장소는 여의도 금융투자교육원 건물 8층 802호 입니다😊
금일(11월 28일 화요일) 오후 1시30분부터 삼성전기 Corp day를 진행할 예정입니다.
관심있으신 분들은 저 또는
법인 담당자분들께 연락주신 후 방문 부탁드립니다.
행사 장소는 여의도 금융투자교육원 건물 8층 802호 입니다😊
"당내 민주주의 억압" 이재명 때린 이낙연, 신당 가능성 시사 | 중앙일보
https://www.joongang.co.kr/article/25210712
https://www.joongang.co.kr/article/25210712
중앙일보
"당내 민주주의 억압" 이재명 때린 이낙연, 신당 가능성 시사
이낙연 전 더불어민주당 대표가 "국가를 위해서 제가 할 일이 무엇인가 항상 골똘하게 생각하고 있다"며 신당 창당 가능성을 시사했다. 비이재명계로 구성된 민주당 혁신모임 ‘원칙과 상식’의 방향성에 공감하냐는 질문에 이 전 대표는 "어떤 행동에 대해서 상의하거나 한 것은 없다"면서도 "단지 그분들의 문제의식과 충정에는 공감한다는 말씀은 ‘원칙과 상식’에도 해당한다"고 덧붙였다. 이 전 대표는 사당화 논란에 대해 "도덕적 감수성이 무뎌지고 당내 민주주의가 억압되는…
Forwarded from (ㅇㅇ은행 등) 주요자료 (🤖)
[동향분석] 최근(23.10~11월) 중국경제의 동향과 전망
북경사무소 | 한국은행 통합 홈페이지
2023년 11월 28일 17시 2분
※ 첨부파일을 참고하세요.
https://www.bok.or.kr/portal/bbs/P0002232/view.do?nttId=10080813&menuNo=200086
북경사무소 | 한국은행 통합 홈페이지
2023년 11월 28일 17시 2분
※ 첨부파일을 참고하세요.
https://www.bok.or.kr/portal/bbs/P0002232/view.do?nttId=10080813&menuNo=200086
한국은행
[동향분석] 최근(23.10~11월) 중국경제의 동향과 전망 | 북경사무소(상세) | 국외사무소자료 | 조사 · 연구 | 한국은행 홈페이지
(지난뉴스)
What’s behind China’s mysterious wave of childhood pneumonia?
- but what is happening in China is unusual
중국 마이코플라즈마 폐렴에 대하여 전문가들의 이야기
- 홍콩대학교 감염역학부 학과장 Benjamin Cowling
- 중국에서의 마이코플라즈마 폐렴확산은 일반적인 다른 나라에서의 양상과 다르다.
- 세균성 폐렴은 마크로라이드 항생제를 이용해 치료하는것이 일반적이나, 중국에서 유행중인 폐렴의 항생제 내성률은 70%~90%이다
- 폐렴으로 인한 입원이 증가하는 원인이 항생제 내성률과 관련이 있을 수 있다
https://www.nature.com/articles/d41586-023-03732-w?utm_source=Live+Audience&utm_campaign=58d7ff44b2-briefing-dy-20231127&utm_medium=email&utm_term=0_b27a691814-58d7ff44b2-50432420
What’s behind China’s mysterious wave of childhood pneumonia?
- but what is happening in China is unusual
A familiar pattern
The rebound in common respiratory diseases during the first winter after the loosening of pandemic measures — such as mask-wearing and travel restrictions — has been a familiar pattern in other countries. In November 2022, the number of people hospitalized with flu in the United States was the highest it had been for that time of year since 2010.
중국 마이코플라즈마 폐렴에 대하여 전문가들의 이야기
- 홍콩대학교 감염역학부 학과장 Benjamin Cowling
- 중국에서의 마이코플라즈마 폐렴확산은 일반적인 다른 나라에서의 양상과 다르다.
- 세균성 폐렴은 마크로라이드 항생제를 이용해 치료하는것이 일반적이나, 중국에서 유행중인 폐렴의 항생제 내성률은 70%~90%이다
- 폐렴으로 인한 입원이 증가하는 원인이 항생제 내성률과 관련이 있을 수 있다
https://www.nature.com/articles/d41586-023-03732-w?utm_source=Live+Audience&utm_campaign=58d7ff44b2-briefing-dy-20231127&utm_medium=email&utm_term=0_b27a691814-58d7ff44b2-50432420
Nature
What’s behind China’s mysterious wave of childhood pneumonia?
Nature - Scientists expected a surge in respiratory disease, but what is happening in China is unusual.
마이크론, 2024년 1분기 실적 가이던스 업데이트
(GAAP) 이전 / 업데이트
매출: 44억 달러 +- 2억 달러 / 47억 달러 근접 (↑3억 달러, 6.81%)
GPM: -6.0% +- 2.0%p / -2.5%~-2.0%
영업비용: 10.1억 달러 +- 1.5천만 달러 / 11억 달러 (↑9천만 달러, 8.91%)
EPS 가이던스(-1.00)은 시장이 기대하던 수준에 못 미치는 부분
https://investors.micron.com/news-releases/news-release-details/micron-updates-first-quarter-fiscal-2024-guidance
(GAAP) 이전 / 업데이트
매출: 44억 달러 +- 2억 달러 / 47억 달러 근접 (↑3억 달러, 6.81%)
GPM: -6.0% +- 2.0%p / -2.5%~-2.0%
영업비용: 10.1억 달러 +- 1.5천만 달러 / 11억 달러 (↑9천만 달러, 8.91%)
EPS 가이던스(-1.00)은 시장이 기대하던 수준에 못 미치는 부분
https://investors.micron.com/news-releases/news-release-details/micron-updates-first-quarter-fiscal-2024-guidance
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