▶장전 주식시장 이슈정리

[카이로스k]

앤트로픽도 뚫렸다...캐서드럴, 에이전트로 12시간 만에 내부망 침투

https://www.aitimes.com/news/articleView.html?idxno=216701

[케이사인, 지니언스, 샌즈랩, 모니터랩, 안랩 등]

 

 

네이버, 브룩필드와 12조원 AI인프라 계약…AI팩토리 본격 공략

https://www.yna.co.kr/view/AKR20261027150700017?input=1195m

[네이버, 아이크래프트]

 

 

빛과전자, 美 광통신 H사에 25G 파장 가변 광트랜시버 초도 양산 공급

https://www.mt.co.kr/stock/2026/10/27/2026102715402575501

[빛과전자]

 

 

단일판매ㆍ공급계약 체결(자율공시)

https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261027900652

[쏠리드]

 

 

SK스퀘어 주가, 11%대↑웃음꽃... 왜?

https://www.ggilbo.com/news/articleView.html?idxno=1189476

[SK스퀘어]

 

 

이재용 취임 4년…'로봇'부터 챙겼다

https://www.hankyung.com/article/2026102786951

[레인보우로보틱스, 삼현, 에스피지, 로보티즈, 한국피아이엠, 원익홀딩스 등]

 

 

부시 가문 ‘충격의 변심’…美 민주당 바람 심상찮다

https://www.joongang.co.kr/article/25473441

[토마토시스템 등]

 

 

고리원전 3·4호기 계속운전 승인…2027년 상반기 순차 재가동

https://www.mt.co.kr/economy/2026/10/27/2026102717044930281

[한전기술, 우리기술 등]

 

 

(주)에스앤에스텍 주식소각 결정

https://stock.naver.com/domestic/stock/101490/notice/168390465

[에스앤에스텍]

 

 

[단독] 원가절감·기술 보안·탈중국…아틀라스가 소집한 'K부품 군단'

https://www.hankyung.com/article/2026102786921

[나무가, 엠씨넥스, 비에이치 등]

 

 

두산, 광모듈 CCL 전용공장 세운다

https://www.hankyung.com/article/2026102787301

[두산]

 

 

주식등의 대량보유상황보고서

https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261027000382

[스틱인베스트먼트]

 

 

제3자배정증자

https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261027000281

[SKAI]

 

 

글로벌 전동화 차축 경쟁 가열… SNT, 국산 이액슬로 승부수

https://www.chosun.com/economy/industry-company/2026/10/28/GE2TANZZGY4GKMBZGYZTCOBZMI/

[SNT다이내믹스]

 

 

윤상현 “K뷰티 지속성장 가능성 100% 확신”

https://www.joongang.co.kr/article/25473383

[한국콜마]

 

 

코스맥스 “화장품 제조 넘어 브랜드 키운다”…OBM 법인 ‘그로우엑스’ 신설

https://www.sedaily.com/article/20106736

[코스맥스]

 

 

보령, 獨우주청과 우주생명과학 연구

https://www.mk.co.kr/news/it/12187343

[보령]

 

 

하림, 6.8조 양재동 물류단지 개발 가속도

https://www.joongang.co.kr/article/25473377

[하림 등]

 

 

LG이노텍, 3분기 매출 첫 6조 돌파…영업익 53% 감소

https://n.news.naver.com/mnews/article/215/0001270663?sid=101&igsh=ngA7u7uudffBeM

[LG이노텍]

 

 

진격의 K일렉트릭…HD현대 1.2조 벌고, LS 100분기 연속 흑자

https://www.joongang.co.kr/article/25473389

[HD현대일렉트릭, LS일렉트릭 등]

 

 

미래에셋, 日 증권사 M&A…박현주 “반도체 고점론 틀리다”

https://www.joongang.co.kr/article/25473328

[미래에셋증권]

 

 

KT, AI모델 500종 다 모은 ‘토큰팩토리’

https://www.joongang.co.kr/article/25473382

[KT]

 

 

LG엔솔, 유럽 재생 에너지 기업과 ESS 사업 확대

https://www.hankyung.com/article/2026102787271

[LG에너지솔루션]

 

 

한화오션, 고부가 수주 효과…영업익 67% 증가

https://www.hankyung.com/article/2026102787281

[한화오션]

 

 

[단독] 삼전닉스, 역대급 환원 주주에 '210조+α' 푼다

https://www.hankyung.com/article/2026102787811

[삼성전자, SK하이닉스]

 

 

中차 막으려다 현대차·기아까지…EU, 하이브리드차 수입 제한에 韓업계 비상

https://biz.heraldcorp.com/article/10916765?ref=naver