๐Ÿ“ฎ[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] ์ฃผ์š” IT ๊ธฐ์—… 3Q26 ์‹ค์ ๋ฐœํ‘œ ์ผ์ • โ˜… ๊ตญ๋‚ด๊ธฐ์—… ์‚ผ์„ฑ์ „์ž: 10/8 (์ž ์ •), 10/29 10:00 SKํ•˜์ด๋‹‰์Šค: 10/28 9:00

๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฆฌ์„œ์น˜

๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฆฌ์„œ์น˜

@meritz_research

๊ณตํ‘œ๋œ ๋ฆฌ์„œ์น˜ ๋‚ด์šฉ์„ ๊ณต์œ ํ•˜๋Š” ์ฑ„๋„์ž…๋‹ˆ๋‹ค

27,541 ืžื ื•ื™ื™ื
ืคืชื— ื‘ื˜ืœื’ืจื
๐Ÿ“ฎ[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ]

์ฃผ์š” IT ๊ธฐ์—… 3Q26 ์‹ค์ ๋ฐœํ‘œ ์ผ์ •

โ˜… ๊ตญ๋‚ด๊ธฐ์—…
์‚ผ์„ฑ์ „์ž: 10/8 (์ž ์ •), 10/29 10:00
SKํ•˜์ด๋‹‰์Šค: 10/28 9:00
LG๋””์Šคํ”Œ๋ ˆ์ด: 10/22 14:00
LG์ด๋…ธํ…: 10/27
์‚ผ์„ฑ์ „๊ธฐ: 10/28 13:00
LG์ „์ž: 10/7 (์ž ์ •), 10/28 16:00

โ˜… ํ•ด์™ธ๊ธฐ์—… (ํ•œ๊ตญ์‹œ๊ฐ„ ๊ธฐ์ค€)
TSMC 10/15 ์˜คํ›„ 3:00
CATL 10/20
Meta Platforms 10/22 ์˜ค์ „ 5:30
TI 10/22 ์˜ค์ „ 5:30
LAM Research 10/22 ์˜ค์ „ 6:00
IBM 10/22 ์˜ค์ „ 6:00
WDC 10/23 ์˜ค์ „ 5:30
Celestica 10/27 ์˜คํ›„ 9:00
Seagate 10/28 ์˜ค์ „ 6:00
Teradyne 10/28 ์˜คํ›„ 9:30
Alphabet 10/29 ์˜ค์ „ 5:30
Microsoft 10/29 ์˜ค์ „ 6:30
Ibiden 10/29
Amazon 10/30 (์˜ˆ์ƒ)
SanDisk 10/30 ์˜ค์ „ 5:30
Intel 10/30 ์˜ค์ „ 6:00
TDK 10/30 ์˜คํ›„ 5:30
Kioxia 10/30
Murata 10/30
Yageo 10/30 (์˜ˆ์ƒ)
Panasonic 10/30
BOE 10/30
Apple 11/3 ์˜ค์ „ 7:00
OnSemi 11/3 (์˜ˆ์ƒ)
Arista Network 11/4 ์˜ค์ „ 6:30
Astera Labs 11/4 ์˜ค์ „ 6:30
AMD 11/4 ์˜ค์ „ 7:00
ARM Holdings 11/5 ์˜ค์ „ 7:00
Qualcomm 11/5 (์˜ˆ์ƒ)
Taiyo Yuden 11/5
Nittobo 11/5
Microchip 11/6 (์˜ˆ์ƒ)
Sharp 11/10 (์˜ˆ์ƒ)
CoreWeave 11/10 (์˜ˆ์ƒ)
Mitsui Kinzoku 11/10
Union Tool 11/11 (์˜ˆ์ƒ)
Nebius 11/11 (์˜ˆ์ƒ)
AMAT 11/12
Cisco 11/12 (์˜ˆ์ƒ)
Merck 11/12 ์˜คํ›„ 5:30
Tencent 11/18
Baidu 11/18 (์˜ˆ์ƒ)
Nvidia 11/19 (์˜ˆ์ƒ)
HP 11/25 (์˜ˆ์ƒ)
Dell 11/25 (์˜ˆ์ƒ)
Alibaba 11/25 (์˜ˆ์ƒ)
Marvell 12/2 (์˜ˆ์ƒ)
HPE 12/4 (์˜ˆ์ƒ)

(์ž๋ฃŒ: Bloomberg)


* ๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒ ํˆฌ์ž ๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
ืคืชื— ืืช ื”ืคื•ืกื˜ ื‘ื˜ืœื’ืจื