2025년 6월 23일 월요일 장전 주식 뉴스 [방위산업, 해운/물류, 로봇, 핵융합]

2025년 6월 23일 월요일 장전 주식 뉴스 [방위산업, 해운/물류, 로봇, 핵융합]

 

2025년 6월 23일 월요일 장전 주식 뉴스를 정리해 보았습니다.

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2025년 6월 23일 월요일 증시 개장 전 뉴스

뉴욕증시, 이란 불확실성 속 반도체주 약세…혼조 마감
https://www.yna.co.kr/view/AKR20250621008900009?input=1195m

[뉴욕유가]美 군사 대응 결정 유예 속 하락…WTI, 0.3%↓
https://www.yna.co.kr/view/AKR20250621006300009?input=1195m

[美 이란 공격] 가상화폐 급락…비트코인, 10만 달러선 붕괴
https://www.yna.co.kr/view/AKR20250622068451091?input=1195m

엔비디아 1.12% 하락, 반도체지수도 0.75%↓
https://n.news.naver.com/mnews/article/421/0008324522

中진출 반도체 업체에 미국산 장비 사용 금지, 엔비디아 1%↓
https://n.news.naver.com/mnews/article/421/0008324511

트론이 인수한 SRM 34% 폭등, 한 달간 2473％↑
https://n.news.naver.com/mnews/article/421/0008324450

서클 20% 폭등하자 코인베이스도 4.4% 급등
https://n.news.naver.com/mnews/article/421/0008324443

리비안 1.45%-루시드 1.35%, 테슬라 제외 전기차 일제↓
https://n.news.naver.com/mnews/article/421/0008324505

로보택시 시험 운행 앞두고 신중론, 테슬라 0.03% 상승에 그쳐
https://n.news.naver.com/mnews/article/421/0008324499

테슬라, 로보택시 출범에 복병…텍사스 민주당 의원들 “9월로 미뤄라”
https://n.news.naver.com/mnews/article/014/0005366209

트럼프 데드라인에도…이란 핵농축 고수·이스라엘 장기전 위협
https://www.yna.co.kr/view/AKR20250621024500009?input=1195m

탈출구 안 보이는 이란-이스라엘 분쟁…9일째 미사일 공방
https://www.edaily.co.kr/News/Read?newsId=01505526642204016&mediaCodeNo=257

이스라엘 요격 미사일 소진에 미 구축함 1척 추가 파견
https://www.newsis.com/view/NISX20250621_0003221976

젤렌스키, 우크라이나군 병력 부족 해소위해 새 육군사령관 임명
https://www.newsis.com/view/NISX20250621_0003222139

미국, 이란 공습‥"3개 핵시설 성공적 공격 완료"
https://imnews.imbc.com/news/2025/world/article/6727889_36725.html
방위산업 관련주: 대성하이텍, 빅텍, 스페코, 휴니드, 에이치브이엠, 한일단조, 퍼스텍, 풍산

美, 이란 직접 타격 단행…트럼프 "3개 핵시설 성공적 공격"
https://www.yna.co.kr/view/AKR20250622014851071?input=1195m

이란, 이스라엘에 미사일로 반격… "핵 활동 중단하지 않을 것"
https://www.chosun.com/international/international_general/2025/06/22/FKMWF5UEKRBLJMIDII77E6XKQA/?utm_source=naver&utm_medium=referral&utm_campaign=naver-news

美국방 “이란, 보복하면 더 강력한 공격 직면할 것”
https://www.kmib.co.kr/article/view.asp?arcid=0028289720&code=61131111&cp=nv

"이란 의회, 호르무즈 봉쇄 의결…국가안보위서 최종 결정"
https://www.yna.co.kr/view/AKR20250622067651108?input=1195m
해운/물류 관련주: STX그린로지스, 대한해운, KSS해운, 동방, KCTC, 팬오션, HMM, 태웅로직스, 한솔로지스틱스, 한익스프레스, 흥아해운

트럼프, 공격 후 네타냐후와 통화‥이스라엘에 사전 통보
https://imnews.imbc.com/news/2025/world/article/6727908_36725.html

트럼프 "어제 엄청난 군사적 성공…이란서 폭탄 빼앗아"
https://news.einfomax.co.kr/news/articleView.html?idxno=4361398

월러 연준 이사 "우리는 이르면 7월 금리인하 가능한 위치"
https://news.einfomax.co.kr/news/articleView.html?idxno=4361283

"애플, AI 검색 엔진 스타트업 퍼플렉시티 인수 검토 중"
https://www.yna.co.kr/view/AKR20250621024400091?input=1195m

아마존, 기아 쏘울 이용한 '당일 배송' 테스트 중단
https://n.news.naver.com/mnews/article/001/0015461865

회사 안 팔아?…"저커버그, 대신 CEO 영입"
https://n.news.naver.com/mnews/article/001/0015461714

"손정의, 미국 애리조나에 1조달러 규모 AI·로봇단지 구상"
https://n.news.naver.com/mnews/article/001/0015461603
로봇 관련주: 클로봇, 로보티즈, 뉴로메카, 레인보우로보틱스, 이랜시스, 엔젤로보틱스, 로보로보, 유진로봇, 에스비비테크, 아진엑스텍, 에브리봇, 알에스오토메이션, 에스피지, 로보스타, 씨메스, 하이젠알엔앰, 케이엔알시스템, 두산로보틱스

"엔비디아·폭스콘, 美 AI서버공장에 휴머노이드로봇 배치 논의"
https://www.yna.co.kr/view/AKR20250620162300009?input=1195m

李 대통령, 나토 정상회의 불참... 트럼프와 만남 또 밀리나
https://weekly.chosun.com/news/articleView.html?idxno=42806

양곡·노란봉투법…민주, 속도낸다
https://www.hankyung.com/article/2025062217131

'반도체 겨울' 맞아?…D램 수출 4개월째↑
https://www.hankyung.com/article/2025062217281

미중갈등에 삼성·SK 또 불똥…"中공장 美반도체장비 제한 통보"
https://n.news.naver.com/mnews/article/008/0005210564

하반기 위해 머리 맞댄 삼성전자...'HBM·파운드리' 살리기 총력
https://www.dailian.co.kr/news/view/1513291/?sc=Naver

삼성전자, 영국 최대 스마트홈 기업과 협력…“200만 고객 생태계 합류”
https://www.etnews.com/20250620000080

맥쿼리證, "SK하이닉스, HBM 리더십 굳건…목표주가 36만원"
https://www.sedaily.com/NewsView/2GU5D43GUJ

SK하이닉스 CMO의 HBM 세계 1등 고객 관리 비결
https://www.inews24.com/view/1856929

SK "AI 데이터센터로 도약…석유·통신·반도체 이어 네번째"
https://news.einfomax.co.kr/news/articleView.html?idxno=4361315

LG전자 디지털 사이니지…스페인 최대 경기장에 장착
https://www.hankyung.com/article/2025062216491

현대차, 미국발 수출 99％↓…미국에 팔려 아껴둔다
https://news.tvchosun.com/site/data/html_dir/2025/06/22/2025062290007.html

G80의 질주…글로벌 판매 50만대 돌파
https://www.sedaily.com/NewsView/2GU6904ETX

현대차그룹, 英 질주…車 최대 플랫폼서 4관왕
https://www.hankyung.com/article/2025062216501

현대차 로보틱스랩 안면인식 ‘페이시’ 써보니...2초만에 신원파악
https://www.bloter.net/news/articleView.html?idxno=638856

K방산 유럽 현지화는 필수 …"韓 점유율 2.2%서 늘릴 기회"
https://www.mk.co.kr/news/business/11349267

삼성E&A "초격차 기술로 청정 에너지 시장 뚫겠다"
https://www.hankyung.com/article/2025062216481

美 이란 공격에 시장 변동성 확대 우려…금융지주들 비상대응체제 가동
https://news.einfomax.co.kr/news/articleView.html?idxno=4361386

'소형 핵융합의 열쇠'는 고온 초전도체
https://www.hankyung.com/article/2025062215821
핵융합 관련주: 모비스, 비츠로테크, 일진파워

카카오 '원화 스테이블코인' 본격 착수
https://www.sedaily.com/NewsView/2GU69WVOJ3

HD현대, 美 현지 조선사 ECO와 상선 건조 위한 파트너십 체결
https://biz.chosun.com/industry/company/2025/06/22/XHLRPIXMZ5CADCBDJGNLAJPKFE/?utm_source=naver&utm_medium=original&utm_campaign=biz

BTS·블랙핑크 검색 급증…엔터株 실적 개선 예고
https://www.hankyung.com/article/2025062216261

美·유럽 시장 확대에…K뷰티株 세대교체 눈앞
https://www.mk.co.kr/news/stock/11349193

'비주류' 콘솔·PC 시장서 승전보 올린 K게임
https://www.hankyung.com/article/2025062216291

브릿지바이오 경영권, 美 암호화폐 투자사로 넘어간다
https://www.hankyung.com/article/2025062215781

네이버, 대체 불가능한 개인화 데이터 보유
https://n.news.naver.com/mnews/article/277/0005611317

'주주환원 유망주' 에이피알, 지배구조도 '모범생' 반열
https://n.news.naver.com/mnews/article/421/0008325999

[날씨] 전국 맑고 한낮 더위…아침 짙은 안개 주의
https://www.yonhapnewstv.co.kr/news/MYH20250623070514943