◆아주경제 주요뉴스
▷Alphabet's strong results lift semiconductor stocks amid AI investment focus.
- Google's parent company Alphabet reported better-than-expected earnings and reaffirmed its commitment to expanding artificial intelligence (AI) investments, leading to a rise in domestic semiconductor stocks.
- Market attention is shifting from AI semiconductor companies like NVIDIA to major cloud firms such as Microsoft, Meta, and Amazon as they await earnings reports.
- Alphabet announced on July 22 that its second-quarter revenue reached $119.8 billion, with Google Cloud revenue, benefiting from AI, soaring 82% year-over-year, significantly exceeding market expectations.
- This performance not only highlights Alphabet's success but also confirms that the AI investment cycle is still ongoing.
- Although the recent rally in AI semiconductors has slowed, raising doubts about whether expanded AI investments will translate into actual profits, Alphabet alleviated some concerns by presenting simultaneous growth in cloud services and increased investment in AI infrastructure.
◆주요 리포트
▷Oil market faces heightened supply concerns [Kiwoom Securities]
- International oil prices have resumed a sharp upward trend. After dropping to around $68 per barrel for WTI in early July, prices have risen to approximately $92.
- This increase is attributed to escalating military tensions between the U.S. and Iran, along with renewed blockades in the Strait of Hormuz.
- The earlier drop in oil prices in July was linked to expectations of resumed shipping through the Strait of Hormuz and normalization of supply from Gulf oil-producing countries. However, with supply concerns rising again, prices have quickly rebounded. Notably, this week's additional price increases followed attacks on vessels after Houthi rebels declared a blockade in the Red Sea.
- Currently, shipping through the Strait of Hormuz is restricted, while the Red Sea serves as a major alternative export route for Saudi oil, making the situation in the Red Sea significantly impactful on oil supply forecasts.
◆장 마감 후(23일) 주요공시
△Korea Gas Corporation appoints Hong Ui-rak as new president at extraordinary general meeting.
△SK Telecom announces cash dividend of 830 won per common share.
△Dong-A Socio Holdings decides to absorb its 100% subsidiary Dong-A Pharmaceutical.
△April Bio completes issuance of 3,608,595 shares through third-party allocation for 15.5 billion won.
△Aribio Lab announces a third-party allocation capital increase of 2 billion won.
◆펀드 동향(22일 기준, ETF 제외)
▷Domestic equity funds: -400 million won
▷Overseas equity funds: 42.1 billion won
◆오늘(24일) 주요일정
▷Japan: Consumer Price Index (June)
▷Germany: GfK Consumer Climate (August), Manufacturing and Services PMI (July)
▷United States: Manufacturing and Services PMI (July), Building Permits and Housing Starts (June), New Home Sales (June)
* This article has been translated by AI.
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