2025년 5월 2일 금요일 장전 주식 뉴스 [곡물/사료, 사이버보안, 원전, 비만치료제]

2025년 5월 2일 금요일 장전 주식 뉴스 [곡물/사료, 사이버보안, 원전, 비만치료제]

 

2025년 5월 2일 금요일 장전 주식 뉴스를 정리해 보았습니다.

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2025년 5월 2일 금요일 증시 개장 전 뉴스

뉴욕증시, MS·메타 호실적에 상승 마감...나스닥 1.52%↑
https://www.wowtv.co.kr/NewsCenter/News/Read?articleId=A202505020226&t=NN

트럼프 경고 "이란 원유 사지말라"…WTI 1.8% 급등
https://www.edaily.co.kr/News/Read?newsId=01344806642164984&mediaCodeNo=257&OutLnkChk=Y

비트코인, 2개월여 만에 최고치 돌파...10만 달러 가시권에
https://www.g-enews.com/ko-kr/news/article/news_all/2025050205532831053bc914ac71_1/article.html

엔비디아 2.47% 급등, 반도체지수 0.42% 상승
https://n.news.naver.com/mnews/article/421/0008227341

“땡큐 메타” 엔비디아 간만에 2.47% 상승
https://n.news.naver.com/mnews/article/421/0008227305

애플, 1∼3월 매출 137조원…시장 예상치 상회
https://n.news.naver.com/mnews/article/001/0015365121

애플 실적 예상 상회했지만 중국 리스크로 시간외서 3%↓
https://n.news.naver.com/mnews/article/421/0008227288

아마존, 1분기 실적 시장 예상치 상회…주가는 2% 이상 빠져
https://n.news.naver.com/mnews/article/018/0006003466

아마존 실적 예상 상회했으나 전망에 실망, 시간외서 5%↓
https://n.news.naver.com/mnews/article/421/0008227249

테슬라 0.58%↓ 리비안은 0.73%↑ 전기차 혼조
https://n.news.naver.com/mnews/article/421/0008227299

이사회 머스크 축출설, 테슬라 0.58% 하락
https://n.news.naver.com/mnews/article/421/0008227293

이스라엘 예루살렘 덮친 산불 공포… "테러리스트 소행" 가능성도
https://www.chosun.com/international/international_general/2025/05/02/GCBQBJU4YNDYDABT3AZWHRTMTM/?utm_source=naver&utm_medium=referral&utm_campaign=naver-news

러시아, 우크라이나 오데사 대규모 드론 공격
https://www.jemin.com/news/articleView.html?idxno=798808#google_vignette
곡물/사료 관련주: 고려산업, 미래생명자원, 신송홀딩스, 한일사료, 팜스토리, 샘표식품, 누보, 한탑, 대한제당, 대주산업

美-우 광물자원 협정 7가지 포인트…“우크라이나 군사지원, 전략적 변화”
https://www.newsis.com/view/NISX20250501_0003162015

트럼프 “한국·일본·인도와 무역합의 가능성 있다”
https://www.kmib.co.kr/article/view.asp?arcid=0028041506&code=61131111&cp=nv

트럼프, 왈츠 안보보좌관 경질…"국무장관이 당분간 겸임"
https://www.newsis.com/view/NISX20250502_0003162073

아마존, 자체 개발 LLM 끝판왕 내놔
https://www.mk.co.kr/news/it/11306743

저커버그 "내년까지 코딩 절반 AI가 담당"
https://www.mk.co.kr/news/it/11306742

미 주간 신규실업, 예상 상회…경기침체 우려 강화
https://n.news.naver.com/mnews/article/014/0005344471

美 4월 ISM 제조업 PMI 48.7…2개월째 위축 흐름
https://news.einfomax.co.kr/news/articleView.html?idxno=4354080

이재명 "생각했던 것과 전혀 다른 결과"
https://weekly.chosun.com/news/articleView.html?idxno=41574

한덕수, 대통령 권한대행 총리 사임… "중책 내려놓고 더 큰 책임"
https://www.chosun.com/politics/goverment/2025/05/01/GSTEM6YMCVH6BLJXNCNRTMZYOY/?utm_source=naver&utm_medium=referral&utm_campaign=naver-news

4월 D램 고정거래가 22% 급상승… 낸드도 11% 올라
https://biz.chosun.com/it-science/ict/2025/05/01/CRQTJPCZYRBNDORPYD2AMZXWPQ/?utm_source=naver&utm_medium=original&utm_campaign=biz

"현대차 생큐, 뷰티풀!"…"삼성, 큰 공장 세울것"
https://www.mk.co.kr/news/world/11306761

“SK하이닉스, 올해 반도체 공장 건설비 삼성전자 앞설 전망”
https://biz.chosun.com/it-science/ict/2025/05/01/TF463AEAYRDIXNOHEHSSETGHUM/?utm_source=naver&utm_medium=original&utm_campaign=biz

SK그룹 美법인도 랜섬웨어 공격 당해…"중요 정보 유출은 없어"
https://www.newspim.com/news/view/20250501000312

전세계 해킹 공포에 사이버보안株 부상
https://www.mk.co.kr/news/stock/11306727
사이버보안 관련주: 모니터랩, 한싹, 샌즈랩, 라온시큐어, 드림시큐리티, 신시웨이, 싸이버원, 지니언스, 시큐센, 이글루

'꿈의 OLED' 청색 인광 패널…LGD, 세계 첫 제품화 성공
https://www.hankyung.com/article/202505018464i

[단독]현대차·GM 탐내는 전기차 핵심 기술…베트남 대학원생이 빼갔다
https://news.mt.co.kr/mtview.php?no=2025042808160081894

66만㎞ 달린 아이오닉5, 배터리 잔존수명 87%였다
https://biz.chosun.com/industry/car/2025/05/01/4DLFULJTUJAVBJB4RLOXFQMTHM/?utm_source=naver&utm_medium=original&utm_campaign=biz

첫 '내륙 원전' 따낸 팀코리아…2+2기 땐 수주액 50조원
https://www.hankyung.com/article/2025050188471
원전 관련주: 한전산업, 우리기술, 한신기계, 보성파워텍, 일진파워, 에너토크, 한전기술, 두산에너빌리티, 우진엔텍, 비에이치아이, 서전기전, 지투파워, 한신기계, 오르비텍, 한텍

“AI·바이오 키워 기술 강대국 도약”…정부, 내년도 R&D 전략 개편
https://biz.chosun.com/science-chosun/science/2025/05/01/VM5GD67K45CT3CHJEQA3OK7CWY/?utm_source=naver&utm_medium=original&utm_campaign=biz

위고비, 주 1회 맞아도 지방간염 개선…임상시험서 첫 입증
https://biz.chosun.com/science-chosun/medicine-health/2025/05/01/XLV5OCX3I5EHNEQ6KMY4VQSCZA/?utm_source=naver&utm_medium=original&utm_campaign=biz
비만치료제 관련주: 나노엔텍, 블루엠텍, 디앤디파마텍, 펩트론, 올릭스, 한독, DXVX, 인벤티지랩, 대봉엘에스, 라파스

"美 밸류체인 탄탄"…두산밥캣·한화솔루션 강세
https://www.hankyung.com/article/2025050187621

HPSP·클래시스…거래절벽에 대형 M&A 매물 쌓인다
https://www.mk.co.kr/news/stock/11306730

방산·코인 폭풍성장 … LIG·빗썸 대기업집단 첫 지정
https://www.mk.co.kr/news/society/11306753

제작사 절반이 적자…K콘텐츠 생태계 휘청
https://www.hankyung.com/article/2025050189331

조원태 "48조 항공기 구매는 미래 위한 결정"
https://www.hankyung.com/article/2025050188091

한화세미텍, HBM 장비 힘준다…첨단패키징장비 개발센터 신설
https://www.hankyung.com/article/202505018294i

LIG넥스원, 3200억 기상위성 사업 따냈다
https://www.mk.co.kr/news/business/11306719

LK삼양 '슈퍼와이드 줌렌즈' 출시
https://www.mk.co.kr/news/business/11306735

팬오션, 2~3년 후 벌크선 업황 턴어라운드 기대
https://n.news.naver.com/mnews/article/014/0005344500

메디톡스, 올해 영업익 460억 정조준…지난해 대비 2배 늘린다
https://n.news.naver.com/mnews/article/421/0008227292

[날씨] 비 그치고 반짝 맑음, 강풍 여전...영동 산불 조심
https://www.ytn.co.kr/_ln/0108_202505020720323924