2025년 4월 15일 화요일 장전 주식 뉴스 [우크라이나 재건, 원전, 방위산업, 조선기자재]

2025년 4월 15일 화요일 장전 주식 뉴스 [우크라이나 재건, 원전, 방위산업, 조선기자재]

 

2025년 4월 15일 화요일 장전 주식 뉴스를 정리해 보았습니다.

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2025년 4월 15일 화요일 증시 개장 전 뉴스

[뉴욕증시] 트럼프 관세정책 후퇴에 상승 지속 …애플, 2%↑
https://www.fnnews.com/news/202504150543483858

[뉴욕유가] OPEC "트럼프 관세로 원유 수요 전망 하향"…WTI 강보합
https://www.yna.co.kr/view/AKR20250415005200009?input=1195m

비트코인, 7만5천 달러 지지 여부가 상승장의 분수령 될까
https://coinreaders.com/155469

엔비디아 "美 AI 인프라 구축에 4년간 5000억달러 투자"
https://www.newsis.com/view/NISX20250415_0003138986

엔비디아 미국에 5000억달러 투자, 주가는 오히려 0.20%↓
https://n.news.naver.com/mnews/article/421/0008192485

“땡큐 트럼프” 애플 2.21%↑ 시총 3조달러 재돌파
https://n.news.naver.com/mnews/article/421/0008192411

트럼프 일부 전자 기기 관세 면제, 인텔 3% 급등
https://n.news.naver.com/mnews/article/421/0008192510

테슬라 0.02%-루시드 1.2%, 전기차 소폭 상승에 그쳐
https://n.news.naver.com/mnews/article/421/0008192460

포드 4% 급등했는데 테슬라는 0.02% 상승에 그쳐…왜?
https://n.news.naver.com/mnews/article/421/0008192443

이스라엘 정보기관 신베트 수장 사의…"해임 소송 조직에 부담"
https://www.newsis.com/view/NISX20250414_0003138952

"가자 휴전 중재안 마무리 단계...미국, 이스라엘 압박"
https://www.ytn.co.kr/_ln/0104_202504141727274430

러시아, 우크라이나 도심 폭격에 32명 숨져…국제 사회 비판 확산
https://www.busan.com/view/busan/view.php?code=2025041410361901282

트럼프 “우크라이나 전쟁, 곧 좋은 제안 있을 것”
https://news.kbs.co.kr/news/pc/view/view.do?ncd=8227560&ref=A
우크라이나 재건 관련주: 전진건설로봇, 대동기어, SG, 현대에버다임, TYM, 에스와이스틸텍, 에스와이, 대모, 다산네트웍스, 다산솔루에타, 대동, 한미글로벌, 유신, HD현대건설기계, HD현대인프라코어, 진성티이씨, 서암기계공업, 혜인, 다스코, 파라텍, 삼부토건

트럼프 자동차 관세 유예 시사, 포드 4%-GM 3%-스텔란티스 5%↑
https://n.news.naver.com/mnews/article/421/0008192452

트럼프 "美서 만들려면 시간 필요"…車부품 관세 추가 면제 시사
https://www.yna.co.kr/view/AKR20250415002651071?input=1195m

트럼프 반도체·의약품 관세 부과 초읽기…수입 안보 영향 조사 시작
https://news.mt.co.kr/mtview.php?no=2025041505413528663

동남아 3국 순방 나선 시진핑…"관세전쟁 승자 없어"
https://www.newsis.com/view/NISX20250414_0003138517

日이시바 내각 지지율 30%대…'출범 후 최저'서 반등 못해
https://www.yna.co.kr/view/AKR20250414048451073?input=1195m

뉴욕 연은 1년 기대 인플레 3.6%…실업률 우려는 5년래 최고
https://news.einfomax.co.kr/news/articleView.html?idxno=4351242

골드만삭스 1분기 EPS 14.12달러…전망치 상회ㆍ주식거래 호조
https://news.einfomax.co.kr/news/articleView.html?idxno=4351233

오픈AI, 새 AI 모델 GPT-4.1 공개…코딩·지시수행↑·비용↓
https://www.yna.co.kr/view/AKR20250415010200091?input=1195m

메타 반독점소송…"인스타 인수 불법 독점" vs "틱톡 등과 경쟁"
https://www.yna.co.kr/view/AKR20250415004600091?input=1195m

팔란티어, NATO ‘AI 군사 시스템’ 수주에 주가 급등
https://n.news.naver.com/mnews/article/016/0002457156

'대선 불출마' 오세훈, 정상 출근…정무직도 모두 복귀
https://n.news.naver.com/mnews/article/374/0000434978

유정복, 분권형 개헌·세종시로 수도 이전 등 5대 공약 발표
https://n.news.naver.com/mnews/article/021/0002703089

이재명 "AI에 100조 투자"…안철수 "모르면 좀 가만히 있어라"
https://n.news.naver.com/mnews/article/011/0004474102

더불어민주당, 오늘 대선 경선 후보 등록 마감
https://n.news.naver.com/mnews/article/057/0001881540

삼성전자, 캐나다 1위 통신사에 1조원 규모 갤럭시 공급
https://www.sedaily.com/NewsView/2GRIOSR8D4

'HBM 리더십' SK하이닉스, 1Q 깜짝 실적 달성할 듯
https://www.edaily.co.kr/News/Read?newsId=01249686642136448&mediaCodeNo=257&OutLnkChk=Y

두산로보, 휴머노이드 만든다
https://www.hankyung.com/article/2025041408571

'中공장 팔아 두둑해진 곳간' LG디플, '이것' 사냥 채비
https://n.news.naver.com/mnews/article/648/0000035322

현대차 아반떼, 준중형 세단 시장서 ‘독야청청’
https://www.asiatoday.co.kr/kn/view.php?key=20250414010008222

"관세 우려 남아있다"... 현대차·기아 목표가 줄하향
https://www.fnnews.com/news/202504141606482709

2000만원대 BYD 전기차…국내 인도 시작
https://biz.chosun.com/industry/car/2025/04/14/FJL5AVHNGZBZVFFDVEEZORSDSM/?utm_source=naver&utm_medium=original&utm_campaign=biz

리튬 가격 하향 평준화에 수출도 회복세…K-양극재 "최악 지났다"
https://n.news.naver.com/mnews/article/421/0008192477

한전 주도 팀코리아, 베트남 12조 원전 수주 '청신호'
https://www.hankyung.com/article/2025041408451
원전 관련주: 한전산업, 우리기술, 한신기계, 보성파워텍, 일진파워, 에너토크, 한전기술, 두산에너빌리티, 우진엔텍, 비에이치아이, 서전기전, 지투파워, 한신기계, 오르비텍, 한텍

현대건설, 핀란드 원전 수주 '초읽기'
https://www.hankyung.com/article/2025041408581

K-방산, 1분기 실적 '청신호'…美 방위비 증가세도 호재
https://n.news.naver.com/mnews/article/003/0013183400
방위산업 관련주: 한화에어로스페이스, LIG넥스원, 현대로템, 한국항공우주, 한화시스템, 에이치브이엠, 코츠테크놀로지, 삼현, 엠앤씨솔루션

K전차·대포 '돈 폭탄' 터지더니…'이 정도일 줄은'
https://www.hankyung.com/article/2025041409241

K전차·대포 '폭풍 실적' 뒤엔…국산화 80% 방산 공급망
https://www.hankyung.com/article/2025041408981
관련주: STX엔진, STX다이내믹스, 코츠테크놀로지, 아이쓰리시스템, 켄코아에어로스페이스, 현대위아

저가 중국산 이긴 K조선 소부장…비결은 맞춤화
https://www.hankyung.com/article/2025041408961
조선기자재 관련주: 현대힘스, 일승, 오리엔탈정공, 케이에스피, HD현대미포, 삼성중공업, STX엔진, HD현대마린엔진, 한화엔진, 세진중공업, HD한국조선해양, HD현대마린솔루션, 한국카본, 태광, 하이록코리아, 동성화인텍, 성광벤드, 비엠티, 대양전기공업

파킨슨병·당뇨 정복 길 열리나…美·中, 만능세포 치료법 개발 중"
https://www.hankyung.com/article/2025041407631

카잔 흥행 이을까…넥슨, '빈딕투스' 6월 알파 테스트
https://n.news.naver.com/mnews/article/011/0004474093

티몬 최종 인수예정자로 오아시스…"6월께 확정"
https://news.einfomax.co.kr/news/articleView.html?idxno=4351223
관련주: 지어소프트

티웨이항공 산 대명소노… 수익성 개선·주주 반발 극복 ‘과제’
https://biz.chosun.com/industry/company/2025/04/15/M3GOHIJGMRGQXHR3SV53QO5GEA/?utm_source=naver&utm_medium=original&utm_campaign=biz

동원그룹, 동원F&B 상장폐지…동원산업 100% 자회사로 편입
https://www.newsis.com/view/NISX20250414_0003138781

“초코파이·빼빼로 앞세워 인도 홀렸다”…세계로 눈돌린 이 회사, 해외매출 1조 돌파
https://n.news.naver.com/mnews/article/009/0005476270

"1000원짜리 팔아 대박"...매출 4조·영업익 3700억 올린 다이소
https://n.news.naver.com/mnews/article/014/0005335866

코스맥스, 1분기 역대 최대 실적 낼 것
https://n.news.naver.com/mnews/article/366/0001069353

에이비엘바이오 ‘그랩바디-B’ 그랜드슬램 노린다…"이중항체 넘버원 사이언스 회사될 것"
https://n.news.naver.com/mnews/article/011/0004474085

덕신EPC, 美 건자재 시장 진출
https://www.hankyung.com/article/2025041407401

동성화인텍 "세계 LNG선 보랭재 40% 석권"
https://www.hankyung.com/article/2025041407381

휴젤, 2분기부터 미국 톡신 매출
https://n.news.naver.com/mnews/article/277/0005577878

[오늘의 날씨] 새벽까지 비·눈…아침 영하권 꽃샘추위
https://www.sedaily.com/NewsView/2GRJ3OLR8R