9월 24일 증권사 보고서, 뉴스, 특징주

▶️ 보고서

SK증권 Analyst  형권훈 화장품(매수, 신규편입)  K뷰티의 진격은 계속된다
https://buly.kr/ChpZonF

#다올증권 관세 업데이트: "트럼프 대통령이 원하신다면: EU, 러시아 제재 시작" 
ttps://buly.kr/HSY2IUs

[LS 차용호 반도체/소부장] 마이크론 (NASDAQ: MU): FY4Q25 Review: 이번 주인공은 레거시 메모리 https://buly.kr/DaPMiye

[교보증권 인터넷/게임 김동우] 카카오
*if(kakao) 후기: 대규모 개편 개시, AI 형상 공개
https://www.iprovest.com/upload/research/report/cominf/20250924/20250924_035720_20210135_222.pdf

[SK증권 미래산업/미드스몰캡] Analyst 허선재/ SG (255220/KQ) / Not Rated
https://buly.kr/EdtubWe

[현대차증권 에너지/화학/2차전지 강동진] 
2차전지 산업(Overweight)  ESS 그리고 Tesla
https://buly.kr/FAeBYPc

[유진 미드스몰캡 허준서] 비츠로셀(082920.KQ)
기업가치 성장과 환원의 빛으로 BUY  https://vo.la/xaod6Qb 

[흥국 유통/상사/지주 박종렬] 신세계(004170) - 실적 개선을 통한 재평가
https://vo.la/kgdvaXh


▶️ 뉴스

병원장 등 슈퍼리치 1천억 주가조작 적발…"패가망신" 1호 사건
https://n.news.naver.com/article/001/0015642851?type=breakingnews&cds=news_edit

하나證 “파라다이스, 호텔 인수에 영업익 급증 전망…목표가 상향”
https://biz.chosun.com/stock/stock_general/2025/09/24/KL4SRAYCGZEQXEVWBMKRVTBYGI/

뉴욕증시, 파월 '주식 고평가' 발언에 하락 마감…엔비디아 2.8% ↓
https://n.news.naver.com/mnews/article/629/0000429156

'엔비디아에 HBM 공급' 美 마이크론, 분기 매출 46% 증가
https://n.news.naver.com/mnews/article/001/0015644921?sid=101

오픈AI '스타게이트' 첫 시동…텍사스서 700조원 규모 AI 인프라 가동
https://n.news.naver.com/mnews/article/243/0000085314?sid=101

"美 H-1B 수수료 인상에 대기업·스타트업 '빈익빈부익부' 심화"
https://n.news.naver.com/mnews/article/001/0015644893?sid=101

파월 "주식, 상당히 고평가된 상태…금리 소폭 긴축적"
https://n.news.naver.com/mnews/article/015/0005189216?sid=101

'반도체 풍향계' 마이크론, 4분기 매출 46%↑…'어닝 서프라이즈'
https://n.news.naver.com/mnews/article/277/0005656557

엘앤씨바이오, ECM 스킨부스터 ‘BNAJU’ 일본 시장 진출
http://www.medipharmhealth.co.kr/news/article.html?no=110993

에너지고속도로 핵심 HVDC 개발에 LS일렉·일진전기·효성·HD현대 선정
https://www.news1.kr/articles/?5922262

아이온큐, ‘빛 변환’ 성공…양자 인터넷 실현 성큼
https://www.cbci.co.kr/news/articleView.html?idxno=528682

김재열 前 SK그룹 부회장, KS인더스트리 CB 100억투자 확정
https://www.nbnews.kr/news/articleView.html?idxno=114866

SGA솔루션즈, '국가·공공기관 대상 국가 망 보안체계 시범 
https://www.newsprime.co.kr/news/article/?no=705599

'행동주의 타깃' 가비아, 최대주주 지분 역전 눈앞
https://www.thebell.co.kr/free/content/ArticleView.asp?key=202509221547489080109179

마이크로소프트, 울산에 수조원대 AI 데이터센터 건립 타진 중
https://n.news.naver.com/article/014/0005411271

후진 굴착기 깔려 사망…상반기 유죄 확정 중대재해 사업장 7곳
https://n.news.naver.com/mnews/article/055/0001295056?sid=101

[단독] 아마존, 두산에너빌리티 원전 기술력 점검...창원공장 차세대 SMR 실사
https://www.theguru.co.kr/news/article.html?no=92191

[단독]K-의료관광, 신기록 쓰나…'부가세 환급' 상반기만 826억
https://www.newsis.com/view/NISX20250923_0003340772

와이씨켐, 일본 독점 차세대 반도체 소재 개발 및 양산 평가 시작
https://m.etoday.co.kr/news/view/2509741?trc=m_main_list_news

IMF, 올해 韓성장률 0.8%→0.9% 상향…내년엔 1.8%로 반등(상보)
https://m.edaily.co.kr/news/read?newsId=02765046642303400

삼성전자+SK하닉’ 코스피 지배력 13개월 만에 최강…‘호황 신호’ 반도체株, 사천피 이끌까 
https://n.news.naver.com/mnews/article/016/0002533909

밸류파인더 "대성파인텍, 포트폴리오 다각화로 외형 성장 기대"
https://m.sedaily.com/NewsView/2GY0Y0OBLR

美 ‘전기차 배터리 원료’ 챙기는 트럼프, 또 “회사 10% 지분 달라” 황당 요구, 왜?
https://n.news.naver.com/mnews/article/016/0002533936?sid=104

[속보]"이재명 대통령, 체코와 신규 원전 건설 계약 최종 이행 방안 논의"
https://n.news.naver.com/mnews/article/008/0005255078?rc=N&ntype=RANKING&sid=001

[단독] 삼성전자, HBM3E 12단 엔비디아 공식 인증…이달 말 공개 발표
https://www.fetv.co.kr/news/article.html?no=201930

與, 게임법 전면 개정 추진…"게임진흥원 설립"
https://n.news.naver.com/mnews/article/001/0015645773?sid=105

우크라이나, 한국에 준고속철 20대 구매 차관 공식 요청…"韓 기업 간 경쟁입찰 추진"
https://vo.la/u9WPaam

오늘이엔엠, 스테이블코인 활용 온라인 카지노 진출…“블록체인 신사업 본격화”
https://n.news.naver.com/mnews/article/018/0006124035

대한항공에 함박웃음 보잉, 韓 부품 구매 늘린다
https://n.news.naver.com/mnews/article/014/0005411578

"韓, '亞 콘텐츠 허브' 구축 기회...할리우드 품을 인세티브 필요" 
https://www.mt.co.kr/stock/2025/09/24/2025092316280524562

LG에너지솔루션,  로봇·건설 장비 등 신사업으로 전기차 불황 극복
https://n.news.naver.com/mnews/article/366/0001110524

건설 CEO 한달 간격 부른 정부…건설업계 "처벌 능사 아냐"
https://n.news.naver.com/mnews/article/003/0013502358

고공행진 금값에 과열 경고음…"코인으로 이동 가능성"
https://n.news.naver.com/mnews/article/648/0000040190

삼성重, 수소 연료전지 추진 선박 개발
https://n.news.naver.com/mnews/article/016/0002534072

"응애~" 7월 출생아 2만2000명 '4년래 최대'…13개월 연속 증가
https://n.news.naver.com/article/421/0008505623?cds=news_edit

빅터 차 “트럼프, 김정은 만날 듯…코리아 패싱 우려”
https://n.news.naver.com/mnews/article/449/0000321714

전 세계 HBM 10개 중 6개 'SK하이닉스'·2개 '삼성전자'
https://n.news.naver.com/mnews/article/003/0013502879?rc=N&ntype=RANKING&sid=101

티사이언티픽·솔라나, 디지털자산 생태계 확장 위한 업무협약 체결
https://naver.me/xxFOwhKi


▶️ 특징주

엘앤씨바이오, 일본 미용·의료 시장 공략 소식에 7%↑[특징주]

[특징주]엑사이엔씨, 삼성물산과 632억 수장공사 계약 소식에 25%↑

[특징주] 방산株, 트럼프 대러 강경 발언에 강세

엑셀세라퓨틱스, 중국 내 공급계약 소식에 20%대 급등[특징주]

KCC, 자사주 담보 EB 발행 나서나…11%대 급락[특징주]

[특징주] 자진 상폐 앞둔 비올, 3거래일 연속 상한가 이후 하락 전환

[특징주] 리튬 아메리카 폭등에 韓 리튬주도 ‘들썩’

특징주]'슈퍼리치 주가조작 연루' DI동일, 또 두자릿수 하락세

[특징주] “업데이트 안 할래”… 카카오, 서비스 개편에 주가 약세

[특징주]하이브의 지분매각…YG PLUS, 6%대 약세

[특징주] 한화에어로, 트럼프 대러 강경 발언에 신고가

한화시스템, 드론 체계 핵심기술 구현 기대

'K의료 관광효과' 뜨겁다...글로벌텍스프리, 외국인 환자 급증에 '상승'