#다올인베스트먼트

우리금융그룹이 다올인베스트먼트를 인수하게 됐다. 인수 가격은 2100억~2200억원대다. 우리금융으로선 비은행 포트폴리오를 확대하게 됐다.

17일 투자은행(IB) 업계에 따르면 우리금융그룹은 다올인베스트먼트 인수를 확정한다. 다올인베스트먼트 지분 52%가 거래 대상이다.

https://www.fnnews.com/news/202301171527499531

정태영(62세/현대카드/인플루언서) 인스타그램. 애플페이 날짜 확정이거나 "엎어졌다"거나 라는 해석이...

- 중국 내 테슬라 가격 인하. Xpeng도 가격 인하로 맞불 (최대 $5300)

#TSLA #테슬라 #XPEV #샤오펭

전기차 싯가로 판매 되는게 신박하다고 생각하던 때가 엊그제 같은데, 이제 앞다투어 가격인하라니

1월 25일부터 시행.

https://kr.investing.com/news/economy/article-871878

Average daily sales for Tesla in China during the Jan. 9 to Jan. 15 period jumped 76% from the same period in 2022 to 12,654 vehicles, CMBI's data showed.

할인 후 1월9일~1월15일(1주일) 테슬라의 중국내 일평균 판매량은 12,654대로 YoY+76% 급증
(계산하면, 할인 후 주간 총 판매량은 88,578대)

SMART한 주식투자

소비자에게 가격 전가도 이제 눈치 봐야하는 국면

- 가격 인상도 끝나간다?
- 코스트 부담하려고 가격 인상 but 이제는 다시 일부 코스트가 낮아지는 중
- 향후 코스트 증가 예상하여 가격 전가를 한 부분도 있음 (높은 기대인플레)
- 연준은 높은 기대인플레가 self-fullfilling 할 수 있는 경우를 걱정
- 특히 제조업에서 2023년은 비용을 줄이는 해가 될 것
* 국내 시장에서도 음식료나 일부 제조업 섹터 등에 해당될 것

Companies Slow Price Bumps After Shoppers Balk https://www.wsj.com/articles/shopper-rebellion-against-higher-prices-helps-slow-inflation-11673902808

늘 궁금한게 BoJ 미팅시간은 왜 저럴까

#일본 #BOJ

저 시간이 일본 점심 휴장 시간이라서..?

우리 나라도 그냥 점심은 휴장 때리자..거래량 적어서 주가 급변동만 심해지고, 알고리즘/프로그램 차익 매매 놀이터되는 시간인데

거래량 늘린다고 무식하게 거래시간만 늘려놔서 어휴..

▶️ Apple Postpones AR Glasses, Plans Cheaper Mixed-Reality Headset
애플, AR 글래스 연기, 더 싼 가격의 MR헤드셋 계획(Bloomberg)

- AR글래스 출시 보류. 무기한 연기 및 작업 축소
- 이르면 2024년이나 2025년초에 더 저렴한 버전의 MR 헤드셋 출시 계획
- 올해 출시 예정된 MR 헤드셋은 약 3,000달러로 예상
- 3,000달러의 높은 가격의 원인은 10개 이상의 고급 및 고해상도 디스플레이 사용 카메라, 센서 및 Mac급 M2프로세서와 전용칩을 모두 사용하여 AR및 VR시각 자료 처리

- 링크:
https://bloom.bg/3QODmtw

아래 기사 전문입니다
—————————————
Apple Inc. is still planning to unveil its first mixed-reality headset this year, but an even more important follow-up product — lightweight augmented-reality glasses — has been postponed due to technical challenges.
The company had originally hoped to release the AR glasses after the debut of its mixed-reality headset, which combines both AR and virtual reality, but that part of the plan is now on hold. Instead, Apple will follow up with a lower-cost version of the mixed-reality headset as soon as 2024 or early 2025, according to people familiar with the deliberations. The shifting plans underscore the challenges Apple faces in pushing into a new industry. The company is betting that AR and VR devices could be a major moneymaker, but the technical challenges of producing a consumer-friendly product has bedeviled much of the tech world. Apple’s initial dream of offering a lightweight pair of AR glasses that people could wear all day now appears many years away — if it happens at all.
VR headsets — a market currently dominated by Facebook owner Meta Platforms Inc. — offer a more immersive experience, with people typically using them to play video games, communicate in virtual meeting rooms and watch video. AR glasses, in contrast, overlay visuals and information on real- world views. The hope is that users could wear such glasses as they go about a normal day, but earlier attempts at the concept — such as Google Glass — haven’t gained traction. High cost also could make an Apple mixed-reality headset more of a niche product. The initial mixed-reality device due this year will cost around $3,000. The hefty price stems from its use of advanced and high-resolution displays, more than 10 cameras, sensors to determine where a user is looking, and the
use of both a Mac-grade M2 processor and a dedicated chip for handling AR and VR visuals. Apple is aiming to lower the price of the follow-up mixed- reality device by using chips on par with those in the iPhone rather than components found in higher-end Macs computers. The company will be competing with Meta’s mixed-reality headset, which costs $1,500. That’s a price Apple may strive to get closer to with its lower-end model.
Trademark filings made by Apple hint at the dual device strategy. The documents have included the names “Reality Pro” and “Reality One.” The Pro name is likely for the initial model, while the “One” suffix could be under consideration for the cheaper version. There also is a trademark filing for “Reality Processor,” hinting at the name for the dedicated chip. The company is focusing on the lower-cost headset instead of the AR glasses, which were once planned to be released about a year after the initial headset, said the people, who asked not to be identified because the project is still under wraps. At one point, Apple aimed to release the glasses in 2023, before delaying the launch until around 2025. Now, Apple has postponed the rollout indefinitely and pared back its work on the AR device. An Apple spokeswoman declined to comment on the company’s plans. Apple’s mixed-reality headset will use displays to create an all-encompassing VR environment and pass-through cameras to mimic an AR effect. That’s a lot less complicated than the
technology needed to make an AR-only device that looks similar to normal glasses. Apple ultimately sees less-cumbersome AR glasses as a product that could replace the iPhone by moving the smartphone’s
main functions to a wearer’s field of view.

#XR #애플 #AAPL

무기한 보류

올해는글렀다.baml

**괜찮네요.

https://v.daum.net/v/20230118194934797

어느 장단에 맞춰야하는가

> 중국 반도체 빅펀드가 오랜만에 가동됩니다. 중국 대표 파운드리 화홍반도체와 JV 설립

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• 화홍반도체-국가집적회로산업펀드 2기-우시 정부 JV 설립 합의. 40.19억달러 규모 현금 출자

• 65/55nm~40nm 12인치 웨이퍼 공장 설립

证券时报e公司讯，华虹半导体在港交所公告，公司、华虹宏力、国家集成电路产业基金II及无锡市实体订立合营协议，同意透过合营公司成立合营企业并以现金方式分别向合营公司投资8.8亿美元、11.7亿美元、11.65亿美元及8.04亿美元。根据合营协议，合营公司将从事集成电路及采用65/55nm至40nm工艺的12英寸（300mm）晶圆的制造及销售。

•미국 12월 소매판매와 PPI 시장예상 하회하며 달러지수 낙폭 확대. 특히, 소매판매 전월비 -1.1% 하락은 2021년 12월 이후 최대폭. 물가하락과 소비자 관망은 명확한 침체 시그널.

진실 인양이 필요