{"id":1306,"date":"2026-05-12T20:08:32","date_gmt":"2026-05-12T11:08:32","guid":{"rendered":"https:\/\/seoulcast.com\/?p=1306"},"modified":"2026-05-12T20:08:36","modified_gmt":"2026-05-12T11:08:36","slug":"ai-infra-stocks-smart-money-analysis","status":"publish","type":"post","link":"https:\/\/seoulcast.com\/?p=1306","title":{"rendered":"\ucf00\uc774\ube14 \uc8fc\uac00 800% \ud3ed\ub4f1, \uc2e4\uc801 122% \ucc9c\uc7ac\uae30\uc5c5\uc740 \uc81c\uc790\ub9ac \u2014 \uc2a4\ub9c8\ud2b8\uba38\ub2c8\uac00 \ucc3e\ub294 \uc9c4\uc9dc AI \uc778\ud504\ub77c \uc8fc\uc2dd\uc740?"},"content":{"rendered":"

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\ubbf8\uad6d\uc8fc\uc2dd \u00b7 \uc2dc\uc7a5\ubd84\uc11d<\/span><\/div>\n

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\ucf00\uc774\ube14 \uc8fc\uac00 800% \ud3ed\ub4f1, \uc2e4\uc801 122% \ucc9c\uc7ac\uae30\uc5c5\uc740 \uc81c\uc790\ub9ac \u2014 \uc2a4\ub9c8\ud2b8\uba38\ub2c8\uac00 \ucc3e\ub294 \uc9c4\uc9dc AI \uc778\ud504\ub77c \uc8fc\uc2dd\uc740?<\/h1>\n
\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 \ub525\ub2e4\uc774\ube0c | 2026\ub144 5\uc6d4 \ubd84\uc11d<\/em><\/p>\n
(AI Infra Stocks: Where Smart Money Actually Goes)<\/p>\n
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$\"AI$ \n
\u25b2 \ub2e8 30\uc77c, \ucf00\uc774\ube14 \ud68c\uc0ac \uc8fc\uac00 800% \ud3ed\ub4f1 \u2014 \uc2a4\ub9c8\ud2b8\uba38\ub2c8\ub294 \uc774\ubbf8 \uc54c\uace0 \uc788\uc5c8\ub2e4<\/figcaption>\n<\/figure>\n
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\ucd9c\uadfc\uae38, \ud639\uc740 \ud1f4\uadfc\uae38. \uc2a4\ub9c8\ud2b8\ud3f0 \ud654\uba74\uc744 \uc2a4\ud06c\ub864\ud558\ub2e4 \ubcf4\uba74 \uc774\ub7f0 \ub274\uc2a4\uac00 \ud280\uc5b4\ub098\uc635\ub2c8\ub2e4. “\ucf00\uc774\ube14 \uc81c\uc870 \uc18c\uae30\uc5c5, 30\uc77c \ub9cc\uc5d0 \uc8fc\uac00 800% \ud3ed\ub4f1.” \uadf8\ub7f0\ub370 \ubc14\ub85c \uc544\ub798 \ub274\uc2a4\uc5d0\ub294 “\uc218\uc775 122% \uc99d\uac00\ud55c AI \uc11c\ubc84 \ub300\uae30\uc5c5, \uc8fc\uac00\ub294 \ubc15\uc2a4\uad8c.”<\/p>\n
\uc774\uac8c \ubbf8\uce5c \uc2dc\uc7a5\uc778\uac00\uc694, \uc544\ub2c8\uba74 \ub0b4\uac00 \ubb54\uac00\ub97c \ub193\uce58\uace0 \uc788\ub294 \uac74\uac00\uc694? \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624\uc758 \uc774\ubc88 \ub525\ub2e4\uc774\ube0c\ub294 \ubc14\ub85c \uc774 \uc9c8\ubb38\uc5d0\uc11c \uc2dc\uc791\ud569\ub2c8\ub2e4. \uc2dc\uccad\uc790\ub4e4\uc774 \ucc44\ud305\ucc3d\uc5d0 \ub358\uc9c0\ub294 \ubb34\uc218\ud55c \uc885\ubaa9\ub4e4 \uc0ac\uc774\uc5d0\uc11c, \uc804\ubb38 \ubd84\uc11d\uac00\ub4e4\uc774 \uc989\uc11d\uc73c\ub85c \uac00\ub824\ub0b8 \uc2a4\ub9c8\ud2b8\uba38\ub2c8\uc758 \uc2e4\uc81c \ud750\ub984. \uc624\ub298\uc740 \uadf8 \uc228\uaca8\uc9c4 \ud328\ud134\uc744 \ub0b1\ub0b1\uc774 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n
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\ud83d\udccc \ud575\uc2ec \uc694\uc57d \u2014 Key Takeaways<\/p>\n
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\u2460<\/span>\uc2a4\ub9c8\ud2b8\uba38\ub2c8\ub294 ‘AI’\ub77c\ub294 \ub2e8\uc5b4\uac00 \uc544\ub2c8\ub77c \uc9c0\uae08 \ub2f9\uc7a5 \ubb3c\ub9ac\uc801 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud558\ub294 \uae30\uc5c5<\/strong>\uc5d0 \uc9d1\uc911\ud55c\ub2e4 \u2014 AAOI(\ud3ec\ud1a0\ub2c9\uc2a4), \ub098\ube44\ud0c0\uc2a4(\ucc28\uc138\ub300 \uc804\ub825\ubc18\ub3c4\uccb4)\uac00 \uadf8 \uc99d\uac70.<\/li>\n
\u2461<\/span>\uc2e4\uc801\uc774 \uc544\ubb34\ub9ac \uc88b\uc544\ub3c4 \uac70\ubc84\ub10c\uc2a4 \uc2e0\ub8b0\uac00 \ubb34\ub108\uc9c0\uac70\ub098 \uacf5\uae09\ub9dd \ud604\uae08\ud750\ub984\uc774 \ub9c9\ud788\uba74<\/strong> \uc2dc\uc7a5\uc740 \ucca0\uc800\ud788 \uc678\uba74\ud55c\ub2e4 \u2014 SMCI\uac00 \uc0b4\uc544\uc788\ub294 \uad50\uacfc\uc11c.<\/li>\n
\u2462<\/span>\ub2e4\uc74c \ud22c\uc790 \uc9c8\ubb38\uc740 “\ud558\ub4dc\uc6e8\uc5b4 \uc778\ud504\ub77c \uc774\ud6c4, \uadf8 \uace0\uc18d\ub3c4\ub85c \uc704\ub97c \ub2ec\ub9b4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uac70\uc778\uc740 \ub204\uad6c\uc778\uac00”<\/strong>\ub85c \ubc14\ub00c\uc5b4\uc57c \ud55c\ub2e4.<\/li>\n<\/ul>\n<\/div>\n
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\ud83c\udfed CPI\u00b7PPI\ub294 \ub178\uc774\uc988, \uc9c4\uc9dc \ucf54\ub07c\ub9ac\ub294 \ub530\ub85c \uc788\ub2e4<\/h2>\n
\uc8fc\ub9d0\ub9c8\ub2e4 \ub274\uc2a4\ub294 \uc774\ub780 \uc9c0\uc815\ud559\uc801 \uc774\uc288, PPI, CPI \ub370\uc774\ud130\ub85c \uac00\ub4dd\ud569\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624\uac00 \ubd84\uc11d\ud55c \uc804\ubb38\uac00\ub4e4\uc740 \uc774 \uc9c0\ud45c\ub4e4\uc744 \ub2e8\ud638\ud558\uac8c “\ub2e8\uae30\uc801 \ub178\uc774\uc988”\ub85c \ubd84\ub958\ud569\ub2c8\ub2e4. \uc774\uc720\ub294 \uba85\ud655\ud569\ub2c8\ub2e4. CPI\uc640 PPI\ub294 \uc774\ubbf8 \uc2dc\uc7a5 \ucc38\uc5ec\uc790 \ub300\ubd80\ubd84\uc774 \uc608\uc0c1\ud558\ub294, \ub9d0 \uadf8\ub300\ub85c ‘\ub2e4 \uc544\ub294 \uc219\uc81c’\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uac00\uaca9\uc5d0 \uc774\ubbf8 \ub2e4 \ubc18\uc601\ub3fc \uc788\uc8e0.<\/p>\n
\ubd84\uc11d\uac00\ub4e4\uc774 \uc9c4\uc9dc “\ubc29 \uc548\uc758 \uac70\ub300\ud55c \ucf54\ub07c\ub9ac”\ub85c \uc9c0\ubaa9\ud558\ub294 \uac74 \ub450 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uccab\uc9f8, \uc5ec\uc804\ud788 \ub192\uac8c \uc720\uc9c0\ub418\ub294 \uc720\uac00.<\/strong> \uc720\uac00\ub294 \ubb3c\ub958\ube44\uc640 \uc81c\uc870 \uc6d0\uac00 \uc804\ubc18\uc5d0 \uad6c\uc870\uc801 \uc555\ubc15\uc744 \uac00\ud569\ub2c8\ub2e4. \ub458\uc9f8, \ud2b8\ub7fc\ud504-\uc2dc\uc9c4\ud551 \uc815\uc0c1\ud68c\ub2f4.<\/strong> \uc774\uac8c \uc65c CPI\ubcf4\ub2e4 \uac70\ub300\ud55c \ubcc0\uc218\uc77c\uae4c\uc694? \ub2e8\uc21c\ud788 \uc774\ubc88 \ub2ec \ubb3c\uac00\uac00 \uc624\ub974\ub0b4\ub9ac\ub294 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c, \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc758 \ud608\uad00 \uc790\uccb4\ub97c \ub2e4\uc2dc \uc9dc\ub294 \uc774\ubca4\ud2b8\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n
\uad00\uc138 \ubc29\ud5a5\uc131\uacfc \ubb34\uc5ed \uc81c\uc7ac \uc218\uc704\uac00 \uacb0\uc815\ub418\uba74, \ud5a5\ud6c4 5\ub144\uc5d0\uc11c \uae38\uac8c\ub294 10\ub144 \ub3d9\uc548 \uae30\uc5c5\ub4e4\uc774 \uacf5\uc7a5\uc744 \uc5b4\ub514\uc5d0 \uc9c0\uc744\uc9c0, \ubd80\ud488\uc744 \uc5b4\ub514\uc11c \uc870\ub2ec\ud560\uc9c0 \uadf8 \uad6c\uc870 \uc790\uccb4\uac00 \ubc14\ub01d\ub2c8\ub2e4. S&P500 \uae30\uc5c5\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \ub9e4\ucd9c\uc758 40% \uc774\uc0c1\uc744 \ud574\uc678\uc5d0\uc11c \uc62c\ub9ac\uace0 \uc788\ub2e4\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74, \uc774 \uc815\uc0c1\ud68c\ub2f4\uc774 \ub098\uc2a4\ub2e5 \uc804\uccb4\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\ud3b8\uc744 \ucd09\ubc1c\ud560 \uc218 \uc788\ub294 \uc774\uc720\uac00 \uba85\ud655\ud574\uc9d1\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\uba38\ub2c8\ub294 \uace0\uc791 \ud55c \ub2ec\uc9dc\ub9ac \ubb3c\uac00 \uc9c0\ud45c\uac00 \uc544\ub2c8\ub77c \uc774 \uac70\ub300\ud55c \uad6c\uc870\uc801 \ubcc0\ud654\uc5d0 \ubca0\ud305\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
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$\"AI$ \n
\u25b2 \uc2a4\ub9c8\ud2b8\uba38\ub2c8\uc758 \ube14\ub799\ud640 \u2014 AI \ud558\ub4dc\uc6e8\uc5b4\uc640 \uc778\ud504\ub77c \uc2dc\uc7a5 (AMD +86%, \ub9c8\uc774\ud06c\ub860 +92%)<\/figcaption>\n<\/figure>\n
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\u26a1 AI \uc778\ud504\ub77c\uc758 ‘\uc0bd\uacfc \uace1\uad2d\uc774’ \u2014 \uad11\uc790\ud559\u00b7\uc804\ub825\ubc18\ub3c4\uccb4 \uae30\uc5c5\uc758 \ud3ed\ub4f1 \uc774\uc720<\/h2>\n
\uc5d4\ube44\ub514\uc544 GPU\uc758 \ub450\ub1cc, \uadf8 \uc8fc\ubcc0\uc758 \ubc14\ud034\uc0b4<\/h3>\n
\ub300\ubd80\ubd84\uc758 \uac1c\uc778 \ud22c\uc790\uc790\ub294 AI \ud22c\uc790 = \uc5d4\ube44\ub514\uc544\ub77c\uace0 \uc0dd\uac01\ud569\ub2c8\ub2e4. \ubb3c\ub860 \uc5d4\ube44\ub514\uc544\ub294 AI \uc288\ud37c\ucef4\ud4e8\ud130\uc758 \ub450\ub1cc\uc785\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc9c4\uc815\ud55c \uc2a4\ub9c8\ud2b8\uba38\ub2c8\ub294 \ud55c \ubc1c \ub354 \ub098\uac11\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 \ub450\ub1cc\ub77c\uba74, AMD\uc758 \ub370\uc774\ud130\uc13c\ud130 \uc81c\ud488\uad70\uc740 \uadf8 \ub450\ub1cc \uc8fc\ubcc0\uc744 \ucd18\ucd18\ud788 \ub458\ub7ec\uc2fc \uc790\uc804\uac70 \ubc14\ud034\uc0b4 \uad6c\uc870\ub77c\ub294 \uac83\uc744 \uc555\ub2c8\ub2e4. AMD MI450 \uce69 \ucd9c\uc2dc\uc640 \uc778\ud154\uc758 \ubd80\uc9c4\ud55c \uc2e4\uc801\uc774 \ub9de\ubb3c\ub9ac\uba74\uc11c, AMD\ub294 \ud55c \ub2ec \ub9cc\uc5d0 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubb3c\ub9ac\uc801\uc73c\ub85c \ube8f\uc5b4\uc624\uba70 86% \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n
\ub9c8\uc774\ud06c\ub860\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\uc785\ub2c8\ub2e4. AI \ud559\uc2b5\uacfc \ucd94\ub860\uc5d0\ub294 \ucd08\uace0\uc18d HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac)\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uacf5\uae09\uc774 \uc218\uc694\ub97c \ub530\ub77c\uac00\uc9c0 \ubabb\ud558\ub294 \uad6c\uc870 \uc18d\uc5d0\uc11c \ub9c8\uc774\ud06c\ub860\uc740 92% \uc0c1\uc2b9\uc774\ub77c\ub294 \uc218\uce58\ub97c \ub9cc\ub4e4\uc5b4\ub0c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uac70\ud488\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ubcfc\ud2b8\uc640 \ub108\ud2b8\uac00 \ubc15\ud788\ub294 \ubb3c\ub9ac\uc801 \uc778\ud504\ub77c \uad6c\ucd95\uc758 \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/p>\n
AAOI 800% \ud3ed\ub4f1\uc758 \ube44\ubc00 \u2014 ‘\ube5b’\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc3dc\ub2e4<\/h3>\n
\uc5b4\ud50c\ub77c\uc774\ub4dc \uc635\ud130 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(AAOI). \uc8fc\uac00\uac00 20\ub2ec\ub7ec\uc5d0\uc11c 180\ub2ec\ub7ec\ub85c \ud3ed\ub4f1\ud55c \uc774 \ud68c\uc0ac\uac00 \ud558\ub294 \uc77c\uc740 \ubb34\uc5c7\uc77c\uae4c\uc694? \ubc14\ub85c \ud3ec\ud1a0\ub2c9\uc2a4(\uad11\uc790\ud559) \uae30\uc220, \uc989 \ube5b\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud558\ub294 \uae30\uc220\uc785\ub2c8\ub2e4. \uc27d\uac8c \uc124\uba85\ud558\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4. \uc218\ucc9c\ub9cc \uc6d0\uc9dc\ub9ac \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uae09 GPU\ub97c \uc218\ub9cc \uac1c\uc529 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc313\uc544\ub194\ub3c4, \uc774 GPU\ub4e4\uc774 \uc11c\ub85c \ub370\uc774\ud130\ub97c \uc8fc\uace0\ubc1b\uc744 \ub54c \uae30\uc874\uc758 \uad6c\ub9ac \ucf00\uc774\ube14\ub85c\ub294 \uc2ec\uac01\ud55c \ubcd1\ubaa9\ud604\uc0c1\uc774 \uc0dd\uae41\ub2c8\ub2e4. \uc544\uc778\uc288\ud0c0\uc778 \uc218\uc900\uc758 \ucc9c\uc7ac\ub97c \ubaa8\uc544\ub1a8\ub294\ub370 \uc11c\ub85c \uc18c\ud1b5\ud558\ub294 \ud1b5\ub85c\uac00 \ub108\ubb34 \uc881\uace0 \ub290\ub9b0 \uc148\uc785\ub2c8\ub2e4.<\/p>\n
\uc804\uae30 \ub300\uc2e0 \ube5b\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc3d8\uc544\ubcf4\ub0b4\ub294 \uad11\uc12c\uc720 \uc778\ud130\ucee4\ub125\ud2b8 \uae30\uc220\uc774 \ubc14\ub85c \uc774 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4. AAOI \uac19\uc740 \uae30\uc5c5\uc758 \ucf00\uc774\ube14\uc744 \uae54\uc9c0 \uc54a\uc73c\uba74 \uc218\uc870 \uc6d0\uc9dc\ub9ac GPU\uac00 \uc804\ubd80 \uace0\ucca0 \ub369\uc5b4\ub9ac\uac00 \ub418\ub294 \uac83\uc785\ub2c8\ub2e4. \uc8fc\uac00 800% \ud3ed\ub4f1\uc740 \ub9c9\uc5f0\ud55c \uae30\ub300\uac10\uc774 \uc544\ub2c8\ub77c \uc9c0\uadf9\ud788 \ud604\uc2e4\uc801\uc778 \ubb3c\ub9ac \ubc95\uce59\uc5d0\uc11c \ube44\ub86f\ub41c \uc218\uc694\uc785\ub2c8\ub2e4. \uc774\uac83\uc774 \ubc14\ub85c \ubd84\uc11d\uac00\ub4e4\uc774 \ub9d0\ud558\ub294 “\uc0bd\uacfc \uace1\uad2d\uc774\ub97c \ub4e4\uace0 \ud604\uc7a5\uc5d0\uc11c \uc77c\ud558\ub294 \uae30\uc5c5”\uc758 \uc815\uc758\uc785\ub2c8\ub2e4.<\/p>\n
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\ud83d\udcda \ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ucd94\ucc9c \ub3c4\uc11c<\/p>\n
\uc2a4\ub9c8\ud2b8\uba38\ub2c8\ucc98\ub7fc \uc0dd\uac01\ud558\ub294 \ubc95 \u2014 \ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790 \ud544\ub3c5\uc11c<\/p>\n
\ub370\uc774\ud130 \uae30\ubc18 \ud22c\uc790 \uc804\ub7b5\uc744 \uccb4\uacc4\uc801\uc73c\ub85c \ubc30\uc6b8 \uc218 \uc788\ub294 \ud544\ub3c5 \ub3c4\uc11c\ub97c Amazon\uc5d0\uc11c \ud655\uc778\ud558\uc138\uc694.<\/p>\n<\/div>\n

Amazon\uc5d0\uc11c \ubcf4\uae30 \u2192
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\ub098\ube44\ud0c0\uc2a4\uc640 \ucc28\uc138\ub300 \uc804\ub825\ubc18\ub3c4\uccb4 \u2014 \uc2e4\ub9ac\ucf58\uc774 \ub179\uc544\ubc84\ub9ac\ub294 \uc774\uc720<\/h3>\n
AI \ub370\uc774\ud130\uc13c\ud130\ub294 \uc0c1\uc0c1\uc744 \ucd08\uc6d4\ud558\ub294 \uc5f4\uacfc \uc804\ub825\uc744 \ubfdc\uc5b4\ub0c5\ub2c8\ub2e4. \ubb38\uc81c\ub294 \uae30\uc874\uc758 \uc2e4\ub9ac\ucf58 \ubc18\ub3c4\uccb4\ub85c\ub294 \uc774 \uace0\uc804\uc555\uacfc \uc5f4\uc744 \ubb3c\ub9ac\uc801\uc73c\ub85c \ubc84\ud2f0\uc9c0 \ubabb\ud55c\ub2e4\ub294 \uc810\uc785\ub2c8\ub2e4. \ub9d0 \uadf8\ub300\ub85c \ub179\uc544\ubc84\ub9ac\uac70\ub098 \ud6a8\uc728\uc774 \uae09\uaca9\ud788 \ub5a8\uc5b4\uc9d1\ub2c8\ub2e4. \ub098\ube44\ud0c0\uc2a4\ub294 \uc5d4\ube44\ub514\uc544\uc640 \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uace0, \uc9c8\ud654\uac08\ub968(GaN)\uacfc \ud0c4\ud654\uaddc\uc18c(SiC) \uac19\uc740 \ucc28\uc138\ub300 \ubb3c\uc9c8\uc744 \ud65c\uc6a9\ud55c \uc804\ub825 \ubc18\ub3c4\uccb4\ub97c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc18c\uc7ac\ub4e4\uc740 \ud6e8\uc52c \ub192\uc740 \uc804\uc555\uacfc \uc628\ub3c4\ub97c \uacac\ub514\uba74\uc11c \uc804\ub825 \uc190\uc2e4\uc744 \ud68d\uae30\uc801\uc73c\ub85c \uc904\uc785\ub2c8\ub2e4.<\/p>\n
\ud004\ucef4\uc774 \uc2a4\ub9c8\ud2b8\ud3f0 \uce69 \ub0a9\ud488\uc5d0\uc11c AI \ub370\uc774\ud130\uc13c\ud130 \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc73c\ub85c \uc0ac\uc5c5\uc744 \ud655\uc7a5\ud558\uba70 \ud55c \ub2ec \uc0c8 85% \uc0c1\uc2b9\ud55c \uac83\ub3c4 \uac19\uc740 \ub9e5\ub77d\uc785\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0\uc774\ub77c\ub294 \uc18c\ud615 \uc0dd\ud0dc\uacc4\ub97c \ubc97\uc5b4\ub098 \uac70\ub300\ud55c \uc5f4\uacfc \uc804\uae30\ub97c \ud1b5\uc81c\ud558\ub294 \uba54\uac00 \uc778\ud504\ub77c \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud588\uae30\uc5d0, \uc2dc\uc7a5\uc774 \ud3ed\ubc1c\uc801\uc73c\ub85c \ud658\ud638\ud55c \uac83\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790\uc5d0\uc11c \ud754\ud788 “\ud655\uc7a5\uc131 \uc788\ub294 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378”\uc744 \ucc3e\uc73c\ub77c\uace0 \ud558\ub294\ub370, \ud004\ucef4\uc758 \uc774 \ud53c\ubc97\uc774 \ubc14\ub85c \uadf8 \uad50\uacfc\uc11c\uc801 \uc0ac\ub840\uc785\ub2c8\ub2e4.<\/p>\n
<\/p>\n
$\"\uc2a4\ub9c8\ud2b8\uba38\ub2c8$ \n
\u25b2 \uad6c\uc870\uc801 \ubcc0\ud654 vs \ub2e8\uae30 \ub274\uc2a4 \ud38c\ud551 \u2014 \uc2a4\ub9c8\ud2b8\uba38\ub2c8\uac00 \uc774 \ub458\uc744 \uad6c\ubd84\ud558\ub294 \ubc95<\/figcaption>\n<\/figure>\n
<\/p>\n
\ud83c\udfaf \ud76c\ub9dd vs \ud604\uc2e4 \u2014 \uc591\uc790\ucef4\ud4e8\ud130\u00b7\uc6b0\uc8fc\u00b7\ubc14\uc774\uc624\uc758 \ud22c\uc790 \ud568\uc815<\/h2>\n
\uc591\uc790\ucef4\ud4e8\ud130 \u2014 “\uae30\ub3c4\uc5d0 \uac00\uae4c\uc6b4 \ud22c\uc790”<\/h3>\n
\uc544\uc774\uc628\ud050(IonQ)\uac00 6,500\ub9cc \ub2ec\ub7ec \uc218\uc775 \ubc1c\ud45c \ud558\ub098\ub85c \uc8fc\uac00\uac00 750% \ud3ed\ub4f1\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud50c\ub809\uc158\uc740 \uc5d4\ube44\ub514\uc544\uc640 \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uc5c8\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ucc44\ud305\ucc3d\uc774 \ub728\uac81\uac8c \ub2ec\uc544\uc62c\ub790\uc8e0. \uadf8\ub7f0\ub370 \ubd84\uc11d\uac00\ub4e4\uc758 \uc9c4\ub2e8\uc740 \ub0c9\uc815\ud569\ub2c8\ub2e4. \uc591\uc790\ucef4\ud4e8\ud130 \uc2dc\uc7a5\uc740 \uc544\uc9c1 \uc0c1\uc5c5\ud654\uae4c\uc9c0 \uc218\ub144\uc774 \ub0a8\uc740 \uae30\uc220\uc774\uace0, \uae30\uc5c5\ub4e4\uc758 \ud604\uae08 \uc5f0\uc18c\uc728\uc740 \uc5b4\ub9c8\uc5b4\ub9c8\ud569\ub2c8\ub2e4. \ub274\uc2a4 \ud558\ub098\uac00 \ud130\uc9c8 \ub54c\ub9c8\ub2e4 \uc8fc\uac00\uac00 \ubbf8\uce5c \ub4ef \uc62c\ub790\ub2e4\uac00 \uace4\ub450\ubc15\uc9c8\ud558\ub294 \ud328\ud134\uc774 \ubc18\ubcf5\ub429\ub2c8\ub2e4.<\/p>\n
\uc544\uc774\uc628\ud050\uc758 \uacbd\uc6b0 \uc8fc\uac00\uac00 \uc544\ubb34\ub9ac \uae09\ub4f1\ud574\ub3c4 60~80\ub2ec\ub7ec \uc120\uc5d0 \uac15\ub825\ud55c \uc800\ud56d\uc120\uc774 \ud615\uc131\ub429\ub2c8\ub2e4. \uc774\uac83\uc774 “\ud76c\ub9dd\uc758 \ud55c\uacc4\uc810”\uc785\ub2c8\ub2e4. \ud30c\ud2b8\ub108\uc2ed \ub274\uc2a4\uc5d0 \uc8fc\uac00\ub294 \ud280\uc5b4\uc624\ub974\uc9c0\ub9cc, \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc77c\uc774 \ub418\uba74 \uc0c1\uc5c5\uc801 \uc218\uc775\uc740 \ubbf8\ubbf8\ud558\uace0 \uc5f0\uad6c\uac1c\ubc1c\ube44\ub85c \uc18c\uc9c4\ub41c \ud604\uae08\ub9cc \uc0b0\ub354\ubbf8\ucc98\ub7fc \uc313\uc5ec\uc788\uc2b5\ub2c8\ub2e4. \uae30\uad00 \ud22c\uc790\uc790\ub4e4\uc740 \uc774 \ud604\uc2e4\uacfc \ud76c\ub9dd\uc758 \uac04\uadf9\uc744 \uc815\ud655\ud788 \uc54c\uae30\uc5d0 60\ub2ec\ub7ec \uc120 \uc774\uc0c1\uc5d0\uc11c \ub0c9\uc815\ud558\uac8c \ub9e4\ub3c4 \ubc84\ud2bc\uc744 \ub204\ub985\ub2c8\ub2e4. \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uc774 \ud328\ud134\uc740 \uadf9\ub3c4\ub85c \uc704\ud5d8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc6b0\uc8fc\uc0b0\uc5c5 \u2014 \ud14c\ub9c8\uc8fc\uc640 \uc9c4\uc9dc \uae30\uc5c5\uc758 \ucc28\uc774<\/h3>\n
\ud604\uc7ac \uc6b0\uc8fc\uc0b0\uc5c5 \uc8fc\uac00\ub4e4\uc744 \ub744\uc6b0\ub294 \uac00\uc7a5 \ud070 \ub3d9\ub825\uc740 \uae30\uc5c5 \uc790\uccb4\uc758 \uc2e4\uc801\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc544\uc9c1 \uc0c1\uc7a5\ub3c4 \ud558\uc9c0 \uc54a\uc740 \uc2a4\ud398\uc774\uc2a4X IPO\uc5d0 \ub300\ud55c \uac70\ub300\ud55c \uae30\ub300\uac10\uc758 \ud6c4\uad11\ud6a8\uacfc\uc785\ub2c8\ub2e4. \uc774 \ub9e5\ub77d\uc5d0\uc11c \uc77c\ubd80 \uc8fc\uc2dd\uc740 \uc21c\uc218\ud55c \ud14c\ub9c8\uc8fc\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \uc218\uc775\uc740 \uac70\uc758 \uc5c6\ub294\ub370 \uae30\ub300\uac10\ub9cc\uc73c\ub85c 150% \uae09\ub4f1\ud588\ub2e4\uac00 \uadf9\uc2ec\ud55c \ubcc0\ub3d9\uc131\uc744 \uacaa\ub294 \ud328\ud134\uc774 \ubc18\ubcf5\ub429\ub2c8\ub2e4.<\/p>\n
\ubc18\uba74 \ub808\ub4dc\uc640\uc774\uc5b4(Redwire)\ub294 \ub2e4\ub985\ub2c8\ub2e4. \ubbf8\uad6d \uc815\ubd80\uc640 60\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc7a5\uae30 \ubd80\ud488 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub294\ub370, \uc774\uac83\uc774 ‘\ubb34\uc81c\ud55c \uacc4\uc57d’\uc785\ub2c8\ub2e4. \uc815\ubd80\uac00 \ud5a5\ud6c4 \uc218\uc2ed \ub144\uac04 \uc6b0\uc8fc \ud504\ub85c\uc81d\ud2b8\ub97c \uc9c4\ud589\ud558\uba74\uc11c \ud544\uc694\ud55c \ud2b9\uc815 \ubd80\ud488\uacfc \ubaa8\ub4c8\uc744 \uc774 \ud68c\uc0ac\uc5d0\uc11c \uc9c0\uc18d\uc801\uc73c\ub85c \uacf5\uae09\ubc1b\uaca0\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4. \uc77c\ud68c\uc131 \ud14c\ub9c8\uac00 \uc544\ub2c8\ub77c \ub9e4\ub144 \uc7ac\ubb34\uc81c\ud45c\uc5d0 \uaf42\ud788\ub294 \uc608\uce21 \uac00\ub2a5\ud55c \ud604\uae08 \ud750\ub984\uc774 \uc0dd\uae34 \uac83\uc785\ub2c8\ub2e4. \uc6b0\uc8fc\uc758 \uace0\uc18d\ub3c4\ub85c \ud1a8\uac8c\uc774\ud2b8\ub97c \uc9d3\uace0 \ub9e4\ub144 \ud1b5\ud589\ub8cc\ub97c \ubc1b\uae30 \uc2dc\uc791\ud588\ub2e4\uace0 \ud45c\ud604\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc774 \uc9c4\uc9dc \uae30\uc5c5\uacfc \ud14c\ub9c8\uc8fc\ub97c \uac00\ub974\ub294 \uacb0\uc815\uc801 \ucc28\uc774\uc785\ub2c8\ub2e4.<\/p>\n
\ubc14\uc774\uc624\ud14c\ud06c \u2014 \ud604\uae08 \ub7f0\uc6e8\uc774\uac00 \uc804\ubd80\ub2e4<\/h3>\n
\uc54c\ud30c\uba54\ub514\uce7c(DTRS)\uc740 \uc554\uce58\ub8cc\uc81c \uc784\uc0c1 \uacb0\uacfc\ub85c \uc8fc\uac00\uac00 108% \ub6f0\uc5c8\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ub0c9\uc815\ud558\uac8c \ubcf4\uba74 \ub450 \ud68c\uc0ac \ubaa8\ub450 \ud604\uc7ac \uc0c1\uc5c5\uc801 \uc218\uc775\uc740 0\uc785\ub2c8\ub2e4. \ubd84\uc11d\uac00\ub4e4\uc774 \ub358\uc9c0\ub294 \ud575\uc2ec \uc9c8\ubb38\uc740 “\uc784\uc0c1\uc774 \uc131\uacf5\ud558\ub290\ub0d0”\uac00 \uc544\ub2d9\ub2c8\ub2e4. “\uc774 \ud68c\uc0ac\uac00 2027\ub144\uae4c\uc9c0 \ubc84\ud2f8 \uc218 \uc788\ub294 \ud604\uae08 \ub7f0\uc6e8\uc774(Runway)\uac00 \uc788\ub294\uac00”\uc785\ub2c8\ub2e4.<\/p>\n
FDA \uc2b9\uc778\uc774\ub77c\ub294 \uba3c \uacb0\uc2b9\uc120\uc5d0 \ub3c4\ub2ec\ud558\uae30 \uc804\uc5d0, \ucd94\uac00 \uc720\uc0c1\uc99d\uc790\ub85c \uae30\uc874 \uc8fc\uc8fc\ub4e4\uc758 \uc8fc\uc2dd \uac00\uce58\ub97c \ud76c\uc11d\uc2dc\ud0a4\uc9c0 \uc54a\uace0 \ud604\uc7ac \ubcf4\uc720 \ud604\uae08\ub9cc\uc73c\ub85c \ubc84\ud168\ub0bc \uc218 \uc788\ub294\uac00. \uc774\uac83\uc774 \ubc14\uc774\uc624\ud14c\ud06c \ud22c\uc790\uc758 \ubcf8\uc9c8\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790\uc5d0\uc11c \ubc14\uc774\uc624\ud14c\ud06c \uc139\ud130\uc5d0 \uc811\uadfc\ud560 \ub54c\ub294 \ud30c\uc774\ud504\ub77c\uc778\uc758 \ud654\ub824\ud568\uc774 \uc544\ub2c8\ub77c \ud604\uae08 \ubc0f \ud604\uae08\uc131 \uc790\uc0b0(Cash & Cash Equivalents)\uacfc \ubd84\uae30\ubcc4 \ud604\uae08 \uc18c\uc9c4 \uc18d\ub3c4(Burn Rate)\ub97c \ud544\uc218\uc801\uc73c\ub85c \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n
<\/p>\n
\ud83d\udca1 \uc2e4\uc801 122% \uae30\uc5c5\uc774 \uc81c\uc790\ub9ac\uc778 \uc774\uc720 \u2014 SMCI\uc640 \uc18c\ud30c\uc774\uc758 \uc5c7\uac08\ub9b0 \uc6b4\uba85<\/h2>\n
<\/p>\n
$\"SMCI$ \n
\u25b2 SMCI \uc218\uc775 +122% \uadf8\ub7ec\ub098 \uc8fc\uac00\ub294 \ubc15\uc2a4\uad8c \u2014 \uac70\ubc84\ub10c\uc2a4\uac00 \ubb34\ub108\uc9c0\uba74 \uc2e4\uc801\ub3c4 \uc18c\uc6a9\uc5c6\ub2e4<\/figcaption>\n<\/figure>\n
SMCI \u2014 \uc544\uc778\uc288\ud0c0\uc778 \ucc9c\uc7ac\uc778\ub370 \uc9c0\uac11 \uc7a5\ubd80\ub97c \uc228\uae30\ub294 \uae30\uc5c5<\/h3>\n
\uc288\ud37c\ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130(SMCI)\uc758 \uc218\uc775\uc740 \uc804\ub144 \ub300\ube44 122% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ub098\uc2a4\ub2e5\uc5d0\uc11c \uc774 \uc815\ub3c4 \uc2e4\uc801 \uc131\uc7a5\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uae30\uc5c5\uc774 \uba87\uc774\ub098 \ub420\uae4c\uc694. \uadf8\ub7f0\ub370 \uc8fc\uac00\ub294 \ubc15\uc2a4\uad8c\uc5d0 \uac07\ud600 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc720\ub294 \uac70\ubc84\ub10c\uc2a4 \ub9ac\uc2a4\ud06c, \uc989 \uc9c0\ubc30\uad6c\uc870\uc758 \ubb38\uc81c\uc785\ub2c8\ub2e4. \uc911\uad6d\uc73c\ub85c\uc758 GPU \ubd88\ubc95 \uc218\ucd9c \uc758\ud639, \ub0b4\ubd80 \uc870\uc0ac \ub4f1\uc774 \uacb9\uce58\uba74\uc11c \uc2dc\uc7a5\uc740 \uc7a5\ubd80\uc758 \uc22b\uc790\ub97c \ub9cc\ub4dc\ub294 \uacbd\uc601\uc9c4 \uc790\uccb4\ub97c \uc2e0\ub8b0\ud558\uc9c0 \ubabb\ud558\ub294 \uc0c1\ud669\uc774 \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n
\uc5ec\uae30\uc5d0 \uad6c\uc870\uc801\uc778 \uacf5\uae09\ub9dd \ud568\uc815\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. SMCI\ub294 AI \uc11c\ubc84\ub97c \uc870\ub9bd\ud574 \uace0\uac1d\uc0ac\uc5d0 \ub0a9\ud488\ud558\ub294 \uae30\uc5c5\uc778\ub370, \uace0\uac1d\uc0ac\ub4e4\uc774 \ub370\uc774\ud130\uc13c\ud130\ub97c \ub3cc\ub9b4 \uc804\ub825\uc744 \uc544\uc9c1 \ud655\ubcf4\ud558\uc9c0 \ubabb\ud574 \ub0a9\ud488 \uc9c0\uc5f0\uc744 \uc694\uccad\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube44\uc2fc \ubd80\ud488 \uc0ac\uc11c \uc11c\ubc84\ub97c \ub2e4 \uc870\ub9bd\ud574\ub1a8\ub294\ub370 \uace0\uac1d\uc774 \uc804\uae30\uac00 \uc5c6\uc5b4\uc11c \ubabb \uac00\uc838\uac00\ub294 \uc0c1\ud669\uc785\ub2c8\ub2e4. \uc7ac\uace0\ub294 \ucc3d\uace0\uc5d0 \uc0b0\ub354\ubbf8\ucc98\ub7fc \uc313\uc774\uace0, \ud604\uae08 \ud750\ub984\uc740 \ub9c9\ud788\uace0, \uc720\uc0c1\uc99d\uc790\ub97c \ud1b5\ud55c \uc8fc\uc2dd \ud76c\uc11d \ub9ac\uc2a4\ud06c\uac00 \uc810\uc810 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\ub8b0\ub77c\ub294 \uc790\ubcf8\uc774 \ubd95\uad34\ud558\uba74, \uc544\ubb34\ub9ac \uc218\uc775\uc774 122% \uc62c\ub77c\ub3c4 \uc2dc\uc7a5\uc740 \ud070 \ud3ed\uc758 \ud560\uc778\uc744 \uc801\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n
<\/p>\n
\n
\n
\ud83d\udda5\ufe0f \ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790 \ud544\uc218 \ud658\uacbd<\/p>\n
\uc57c\uac04 \ubbf8\uc99d\uc2dc \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc704\ud55c \ud22c\uc790\uc790 \ucd94\ucc9c \uc138\ud305<\/p>\n
\ud55c\uad6d \uc2dc\uac04 \uc57c\uac04 \ub9e4\ub9e4\uc5d0 \ucd5c\uc801\ud654\ub41c \ubaa8\ub2c8\ud130\u00b7\uc8fc\ubcc0\uae30\uae30\ub97c Amazon\uc5d0\uc11c \ud655\uc778\ud558\uc138\uc694.<\/p>\n<\/div>\n

Amazon\uc5d0\uc11c \ubcf4\uae30 \u2192
<\/a><\/p>\n<\/div>\n
\uc18c\ud30c\uc774 \u2014 PER 26\ubc30, \uc740\ud589\uc778\uac00 \ud14c\ud06c\uc778\uac00<\/h3>\n
\uc18c\ud30c\uc774(SoFi)\ub294 \uc2e4\uc801\ub3c4 \ud6cc\ub96d\ud558\uace0, \uacbd\uc601\uc9c4 \uc2e0\ub8b0\ub3c4\ub3c4 \ub192\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc8fc\uac00\uac00 \uc65c \uc2dc\uc6d0\ud558\uac8c \uc62c\ub77c\uc8fc\uc9c0 \uc54a\uc744\uae4c\uc694? \uc774\uc720\ub294 “\uc815\uccb4\uc131 \ud63c\ub780” \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc18c\ud30c\uc774 CEO\ub294 \uc62c\ud574 \uc5f0\uc900\uc774 \uae08\ub9ac\ub97c \ub2e8 \ud55c \ubc88\ub3c4 \uc778\ud558\ud558\uc9c0 \uc54a\ub294 \ucd5c\uc545\uc758 \uc2dc\ub098\ub9ac\uc624\ub97c \uac00\uc815\ud558\uace0\ub3c4 \uc2e4\uc801 \uac00\uc774\ub358\uc2a4\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc7a5\ubc0b\ube5b \uc804\ub9dd\uc73c\ub85c \uc8fc\uac00\ub97c \ub744\uc6b0\ub294 \ub300\uc2e0, \ucd5c\uc545\uc758 \uc870\uac74\uc5d0\uc11c\ub3c4 \uc0b4\uc544\ub0a8\ub294\ub2e4\ub294 \uc790\uc2e0\uac10\uc744 \ubcf4\uc5ec\uc900 \uac83\uc785\ub2c8\ub2e4.<\/p>\n
\ubb38\uc81c\ub294 \ubc38\ub958\uc5d0\uc774\uc158 \ud574\uc11d\uc785\ub2c8\ub2e4. \uc18c\ud30c\uc774\uc758 PER\uc740 \uc57d 26\ubc30\uc785\ub2c8\ub2e4. \ub9cc\uc57d \uc2dc\uc7a5\uc774 \uc18c\ud30c\uc774\ub97c JP\ubaa8\uac74\uc774\ub098 \ubc45\ud06c\uc624\ube0c\uc544\uba54\ub9ac\uce74 \uac19\uc740 \uc804\ud1b5 \uc740\ud589\uc73c\ub85c \ubd84\ub958\ud558\uba74, PER 26\ubc30\ub294 \ud130\ubb34\ub2c8\uc5c6\ub294 \uace0\ud3c9\uac00\uc785\ub2c8\ub2e4. \uc804\ud1b5 \ub300\ud615 \uc740\ud589\uc758 PER\uc740 \ud1b5\uc0c1 10~13\ubc30 \uc218\uc900\uc774\ub2c8\uae4c\uc694. \ud558\uc9c0\ub9cc \ubb3c\ub9ac\uc801 \uc9c0\uc810 \uc5c6\uc774 \ub514\uc9c0\ud138\ub85c\ub9cc \ubb34\ud55c \ud655\uc7a5\ud558\ub294 \uace0\uc131\uc7a5 \ud540\ud14c\ud06c \ud50c\ub7ab\ud3fc\uc73c\ub85c \ubd84\ub958\ud558\uba74, PER 26\ubc30\ub294 \uc624\ud788\ub824 \uc2ec\uac01\ud55c \uc800\ud3c9\uac00\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 \uc774 \ub450 \uc7a3\ub300 \uc911 \uc5b4\ub290 \uac83\uc744 \ub4e4\uc774\ub300\uc57c \ud560\uc9c0 \uc0ac\ud68c\uc801 \ud569\uc758\ub97c \ub0b4\ub9ac\uc9c0 \ubabb\ud55c \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \ub514\uc9c0\ud138 \ubc45\ud0b9\uc774\ub77c\ub294 \uba54\uac00 \ud2b8\ub80c\ub4dc \uc18d\uc5d0\uc11c \uc774 \uc548\uac1c\uac00 \uac77\ud788\ub294 \uc21c\uac04, \uc18c\ud30c\uc774\uc5d0 \ud3ed\ubc1c\uc801 \uc7ac\ud3c9\uac00\uac00 \uc77c\uc5b4\ub0a0 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n
\ub2cc\ud150\ub3c4 vs EA \u2014 \ud558\ub4dc\uc6e8\uc5b4 \uc6d0\uac00\uc758 \uc800\uc8fc<\/h3>\n
\ub2cc\ud150\ub3c4\ub294 \uc5f0\ucd08 \ub300\ube44 \uc8fc\uac00\uac00 34% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ud575\uc2ec \uc774\uc720\ub294 \uba54\ubaa8\ub9ac\uce69 \uac00\uaca9 \uc0c1\uc2b9\uc785\ub2c8\ub2e4. \ub2cc\ud150\ub3c4 \uc2a4\uc704\uce58\ub77c\ub294 \uc2e4\ubb3c \ud558\ub4dc\uc6e8\uc5b4\ub97c \uacf5\uc7a5\uc5d0\uc11c \uc9c1\uc811 \uc0dd\uc0b0\ud558\ub294 \uae30\uc5c5\uc774\uae30\uc5d0 \uba54\ubaa8\ub9ac\uce69 \uc6d0\uac00 \uc0c1\uc2b9\uc744 \uace0\uc2a4\ub780\ud788 \ubc1b\uc544\uc57c \ud569\ub2c8\ub2e4. AI \uae30\uc5c5\ub4e4\uc774 \uad11\uc12c\uc720 \ucf00\uc774\ube14\uc774\ub098 \uc804\ub825 \ubc18\ub3c4\uccb4\uc5d0 \ub3c8\uc744 \uc3df\uc544\ubd93\ub4ef, \ub2cc\ud150\ub3c4 \uc5ed\uc2dc \ubb3c\ub9ac\uc801 \ubd80\ud488 \ube44\uc6a9\uc758 \uc0c1\uc2b9\uc744 \ud53c\ud560 \ubc29\ubc95\uc774 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n
\ubc18\uba74 EA\ub294 \ub2e4\ub985\ub2c8\ub2e4. \uc21c\uc218\ud558\uac8c \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc989 \uac8c\uc784 \ucf54\ub4dc\ub9cc \ud31d\ub2c8\ub2e4. \ub2e8\uae30 \ub9e4\ucd9c \uc131\uc7a5\uc774 \uc815\uccb4\ub418\uc5b4 \uc788\uc5b4\ub3c4, \uacf5\uae09\ub9dd \ube44\uc6a9 \ud3ed\ud0c4 \ub9ac\uc2a4\ud06c\uc5d0\uc11c \uc644\uc804\ud788 \uc790\uc720\ub86d\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc774 \uc2dc\uc7a5 \uc804\uccb4\ub97c \uad00\ud1b5\ud558\ub294 \ud575\uc2ec \ud14c\ub9c8\uc785\ub2c8\ub2e4. \ubb3c\ub9ac\uc801 \ube44\uc6a9\uc744 \uc9ca\uc5b4\uc9c0\ub294 \uae30\uc5c5\uacfc, \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud655\uc7a5\uc131\uc73c\ub85c \ub9c8\uc9c4\uc744 \uadf9\ub300\ud654\ud558\ub294 \uae30\uc5c5 \uac04\uc758 \uad6c\uc870\uc801 \uaca9\ucc28. \ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790\uc5d0\uc11c \uc5b4\ub5a4 \uae30\uc5c5\uc774 \uc774 \uaca9\ucc28\uc758 \uc5b4\ub290 \ud3b8\uc5d0 \uc788\ub294\uc9c0\ub97c \ud310\ub2e8\ud558\ub294 \uac83\uc774 \uc54c\ud30c\ub97c \ub9cc\ub4dc\ub294 \uc2dc\uc791\uc810\uc785\ub2c8\ub2e4.<\/p>\n
<\/p>\n
\n
\u2705 \uc624\ub298 \ubc24 \ubc14\ub85c \uc2e4\ucc9c\ud558\ub294 \ud22c\uc790 \uc804\ub7b5 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/p>\n
\n
STEP 1 \u2014 \ub0b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 ‘\ud604\uc2e4 vs \ud76c\ub9dd’ \ubd84\ub958\ud558\uae30<\/p>\n
\ubcf4\uc720 \uc885\ubaa9 \uac01\uac01\uc5d0 \ub300\ud574 “\uc9c0\uae08 \uc2e4\uc81c\ub85c \ub3c8\uc774 \ub4e4\uc5b4\uc624\uace0 \uc788\ub294\uac00(\uc0bd\uacfc \uace1\uad2d\uc774)” vs “\ubbf8\ub798 \ud76c\ub9dd\uc5d0 \uc758\uc874\ud558\ub294\uac00”\ub97c \uad6c\ubd84\ud558\uc138\uc694. \uc591\uc790\ucef4\ud4e8\ud130\u00b7\uc6b0\uc8fc \ud14c\ub9c8\uc8fc\ub77c\uba74 \ube44\uc911\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 5% \uc774\ub0b4\uc778\uc9c0 \ud655\uc778\ud558\uc138\uc694.<\/p>\n<\/div>\n
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STEP 2 \u2014 AI \uc778\ud504\ub77c \uc775\uc2a4\ud3ec\uc800 \uc810\uac80 (\ud55c\uad6d \ud22c\uc790\uc790 \uc8fc\uc758\uc0ac\ud56d)<\/p>\n
AMD, \ub9c8\uc774\ud06c\ub860, \uad11\uc12c\uc720\u00b7\uc804\ub825\ubc18\ub3c4\uccb4 \uad00\ub828 ETF(\uc608: SOXX, SMH)\uc758 \ubcf4\uc720 \ube44\uc911\uc744 \ud655\uc778\ud558\uc138\uc694. \ud55c\uad6d \ud22c\uc790\uc790\ub294 \uc6d0\u00b7\ub2ec\ub7ec \ud658\uc728(\ud604\uc7ac \uad6c\uac04)\uc744 \uace0\ub824\ud574 \ud658\ub178\ucd9c \uc804\ub7b5\uc744 \uc124\uacc4\ud558\uace0, \uc5f0\uac04 250\ub9cc \uc6d0 \uae30\ubcf8\uacf5\uc81c\ub97c \ud65c\uc6a9\ud55c \uc591\ub3c4\uc18c\ub4dd\uc138 \uc808\uc138 \uacc4\ud68d\ub3c4 \ud568\uaed8 \uc810\uac80\ud558\uc138\uc694.<\/p>\n<\/div>\n
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STEP 3 \u2014 \uac70\ubc84\ub10c\uc2a4\u00b7\ud604\uae08\ud750\ub984 \uccb4\ud06c \ub8e8\ud2f4 \ub9cc\ub4e4\uae30<\/p>\n
\uad00\uc2ec \uc885\ubaa9\uc758 \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uce98\ub9b0\ub354\ub97c \ub4f1\ub85d\ud558\uace0, \ubc1c\ud45c \uc2dc \u2460\uc601\uc5c5\ud604\uae08\ud750\ub984(Operating Cash Flow) \u2461\uc7ac\uace0\uc790\uc0b0 \uc99d\uac10 \u2462\uacbd\uc601\uc9c4 SEC \uacf5\uc2dc \ub0b4\uc5ed\uc744 \ud544\uc218\ub85c \ud655\uc778\ud558\uc138\uc694. SMCI \uc0ac\ub840\ucc98\ub7fc EPS\ub294 \uc88b\uc544\ub3c4 \ud604\uae08\ud750\ub984\uc774 \ub9c9\ud78c \uae30\uc5c5\uc744 \uac78\ub7ec\ub0b4\ub294 \uc2b5\uad00\uc774 \uc54c\ud30c\ub97c \uc9c0\ud0b5\ub2c8\ub2e4.<\/p>\n<\/div>\n<\/div>\n
<\/p>\n
\ud83d\udd2d \ud558\ub4dc\uc6e8\uc5b4 \uace0\uc18d\ub3c4\ub85c\uac00 \uae54\ub9b0 \ud6c4 \u2014 \ub2e4\uc74c \uc9c8\ubb38\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub2e4<\/h2>\n
<\/p>\n
$\"AI$ \n
\u25b2 \ud558\ub4dc\uc6e8\uc5b4 \uc778\ud504\ub77c \uace0\uc18d\ub3c4\ub85c \uc644\uc131 \uc774\ud6c4 \u2014 \uc9c4\uc9dc \uc2b9\uc790\ub294 \uadf8 \uc704\ub97c \ub2ec\ub9ac\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/figcaption>\n<\/figure>\n
\uc624\ub298 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 \ub525\ub2e4\uc774\ube0c\uac00 \uc6b0\ub9ac\uc5d0\uac8c \uc2dc\uc0ac\ud558\ub294 \ud070 \uadf8\ub9bc\uc740 \ub0c9\ud639\ud560 \ub9cc\ud07c \uba85\ud655\ud569\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\uba38\ub2c8\ub294 \uc138 \uac00\uc9c0 \uc6d0\uce59\uc73c\ub85c \uc6c0\uc9c1\uc785\ub2c8\ub2e4.<\/p>\n
\uccab\uc9f8,<\/strong> \uc591\uc790\ucef4\ud4e8\ud130\u00b7\uc6b0\uc8fc\u00b7\uc784\uc0c1 \ub2e8\uacc4 \ubc14\uc774\uc624\ud14c\ud06c\ucc98\ub7fc \ub2f9\uc7a5 \uc218\uc775\uc774 \ucc0d\ud788\uc9c0 \uc54a\ub294 \ud76c\ub9dd\uc758 \uc601\uc5ed\uc5d0\ub294 \ub9e4\uc6b0 \uae4c\ub2e4\ub86d\uace0 \ubcc0\ub3d9\uc131 \ub192\uc740 \uc7a3\ub300\ub97c \ub4e4\uc774\ub311\ub2c8\ub2e4. \ub458\uc9f8,<\/strong> SMCI\ucc98\ub7fc \uc2e4\uc801\uc774 \uc544\ubb34\ub9ac \ud130\uc838\ub3c4 \uac70\ubc84\ub10c\uc2a4 \uc2e0\ub8b0\uac00 \ubb34\ub108\uc9c0\uac70\ub098 \uacf5\uae09\ub9dd \ud604\uae08\ud750\ub984\uc774 \ub9c9\ud788\uba74 \ucca0\uc800\ud788 \uc678\uba74\ud569\ub2c8\ub2e4. \uc14b\uc9f8,<\/strong> \uc9c0\uae08 \uc2dc\uc7a5\uc774 \uae30\uaebc\uc774 \ucc9c\ubb38\ud559\uc801 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc9c0\ubd88\ud558\ub294 \uc720\uc77c\ud55c \uacf3\uc740 AI\uc758 \ubb3c\ub9ac\uc801 \ubcd1\ubaa9\uc744 \uc9c0\uae08 \ub2f9\uc7a5 \ud574\uacb0\ud558\uace0 \uc788\ub294 \uc2e4\uc9c8\uc801\uc778 \uc778\ud504\ub77c \uc870\ub9bd \ud604\uc7a5\uc785\ub2c8\ub2e4.<\/p>\n
\uadf8\ub9ac\uace0 \uc774\uc81c \ub2e4\uc74c \uc9c8\ubb38\uc744 \uc900\ube44\ud574\uc57c \ud560 \uc2dc\uac04\uc785\ub2c8\ub2e4. NVIDIA, AMD, \uc218\ub9ce\uc740 \uc804\ub825\ub9dd \uae30\uc5c5\ub4e4\uc774 \ucc9c\ubb38\ud559\uc801\uc778 \uc790\ubcf8\uc744 \ud22c\uc785\ud574 AI \ub370\uc774\ud130\uc13c\ud130\ub77c\ub294 \ucd08\uace0\uc18d \uace0\uc18d\ub3c4\ub85c\ub97c \uae54\uace0 \ub098\uba74, \uadf8 \uc704\ub97c \uac00\uc7a5 \uba3c\uc800 \uc329\uc329 \ub2ec\ub9ac\uba70 \uc138\uc0c1\uc744 \ub4a4\uc9d1\uc5b4 \ub193\uc744 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uac70\uc778\uc740 \uc5b4\ub514\uc5d0 \uc788\uc744\uae4c\uc694? \uc6b0\uc8fc\uc0b0\uc5c5\uc774 \uc2a4\ud398\uc774\uc2a4X\ub77c\ub294 \uac70\uc778\uc744 \uae30\ub2e4\ub9ac\ub4ef, AI \ubb3c\ub9ac \uc778\ud504\ub77c \uc644\uc131 \ud6c4 \ub4f1\uc7a5\ud560 \uccab \ubc88\uc9f8 \ud0ac\ub7ec \uc571\uc774 \ub204\uac00 \ub420\uc9c0\ub97c \uc9c0\uae08\ubd80\ud130 \ucd94\uc801\ud558\ub294 \uac83\uc774 \uc55e\uc73c\ub85c \uc2dc\uc7a5\uc744 \uad00\ud1b5\ud558\ub294 \uac00\uc7a5 \ud765\ubbf8\ub85c\uc6b4 \uad00\uc804 \ud3ec\uc778\ud2b8\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n
<\/p>\n
\n
\u26a0\ufe0f \ud22c\uc790 \uc704\ud5d8 \uace0\uc9c0:<\/strong> \ubcf8 \ucf58\ud150\uce20\ub294 \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2cc \uc815\ubcf4 \uc81c\uacf5 \ubaa9\uc801\uc73c\ub85c \uc791\uc131\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc5b8\uae09\ub41c \uac1c\ubcc4 \uc885\ubaa9\uc740 \uc608\uc2dc\uc774\uba70, \ubaa8\ub4e0 \ud22c\uc790 \uacb0\uc815\uacfc \uadf8\uc5d0 \ub530\ub978 \uc190\uc775\uc740 \ud22c\uc790\uc790 \ubcf8\uc778\uc5d0\uac8c \uadc0\uc18d\ub429\ub2c8\ub2e4. \uc138\uae08\u00b7\ubc95\ub960 \uad00\ub828 \uc0ac\ud56d\uc740 \ubc18\ub4dc\uc2dc \uc804\ubb38\uac00 \uc0c1\ub2f4\uc744 \ubc1b\uc73c\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/p>\n<\/div>\n
<\/p>\n
\u2753 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)<\/h2>\n
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Q1. AI \uc778\ud504\ub77c \uc8fc\uc2dd\uc774 \uc774\ubbf8 \ub9ce\uc774 \uc62c\ub790\ub294\ub370 \uc9c0\uae08 \uc9c4\uc785\ud574\ub3c4 \ub420\uae4c\uc694?<\/p>\n
AMD, \ub9c8\uc774\ud06c\ub860, \uad11\uc12c\uc720 \uad00\ub828 \uae30\uc5c5\ub4e4\uc758 \ub2e8\uae30 \uae09\ub4f1 \ud6c4 \uc870\uc815\uc740 \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \ud604\uc0c1\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud575\uc2ec \uc9c8\ubb38\uc740 \ud0c0\uc774\ubc0d\uc774 \uc544\ub2c8\ub77c \uad6c\uc870\uc785\ub2c8\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc218\uc694\ub294 2025~2027\ub144 \uc774\ud6c4\uae4c\uc9c0 \uc774\uc5b4\uc9c0\ub294 \uc7a5\uae30 \uc0ac\uc774\ud074\uc785\ub2c8\ub2e4. \ub2e8\uae30 \uae09\ub4f1\uc5d0 \ucd94\uaca9 \ub9e4\uc218\ud558\uae30\ubcf4\ub2e4\ub294 \uc870\uc815 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218(DCA) \uc804\ub7b5\uc744 \ucde8\ud558\ub294 \uac83\uc774 \uac1c\uc778 \ud22c\uc790\uc790\uc5d0\uac8c \ud604\uc2e4\uc801\uc785\ub2c8\ub2e4. SMH, SOXX \uac19\uc740 \ubc18\ub3c4\uccb4 ETF\ub97c \ud65c\uc6a9\ud558\uba74 \uac1c\ubcc4 \uc885\ubaa9 \ub9ac\uc2a4\ud06c\ub97c \ubd84\uc0b0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<\/div>\n
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Q2. \ud55c\uad6d \uac70\uc8fc \ud22c\uc790\uc790\ub85c\uc11c \ubbf8\uad6d AI \uc8fc\uc2dd \ud22c\uc790 \uc2dc \ud658\uc728 \uc804\ub7b5\uc740 \uc5b4\ub5bb\uac8c \ud574\uc57c \ud558\ub098\uc694?<\/p>\n
\uc6d0\ub2ec\ub7ec \ud658\uc728\uc774 \ub192\uc740 \uad6c\uac04\uc5d0\uc11c \ub2ec\ub7ec\ub97c \ud658\uc804\ud558\uba74 \ucd94\ud6c4 \uc6d0\ud654 \ud658\uc0b0 \uc218\uc775\uc774 \uc904\uc5b4\ub4dc\ub294 \ud658\ub178\ucd9c \ub9ac\uc2a4\ud06c\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uae30 \ud22c\uc790\uc790\ub77c\uba74 \uc6d4 \ub2e8\uc704 \ud658\uc804 \ubd84\uc0b0\uc73c\ub85c \ud3c9\uade0 \ud658\uc728\uc744 \uad00\ub9ac\ud558\ub294 \uac83\uc774 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4. \ub2e8\uae30 \ud2b8\ub808\uc774\ub529\ubcf4\ub2e4 \uc7a5\uae30 \ubcf4\uc720\ub97c \uc804\uc81c\ub85c \ud560 \uacbd\uc6b0, \ud658\uc728 \ubcc0\ub3d9\uc740 \uacb0\uad6d \ud3c9\uade0\ud654\ub418\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc5f0\uac04 \ubbf8\uad6d \uc8fc\uc2dd \uc591\ub3c4\uc18c\ub4dd\uc138 \uae30\ubcf8\uacf5\uc81c 250\ub9cc \uc6d0\uc744 \ucd5c\ub300\ud55c \ud65c\uc6a9\ud558\uace0, 12\uc6d4 \ub9d0 \uc804 \uc218\uc775 \uc2e4\ud604 \ubc0f \uc190\uc2e4 \uc0c1\uacc4\ub97c \ud1b5\ud55c \uc808\uc138 \uc804\ub7b5\ub3c4 \ubc18\ub4dc\uc2dc \uac80\ud1a0\ud558\uc138\uc694.<\/p>\n<\/div>\n
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Q3. SMCI\ucc98\ub7fc \uc2e4\uc801\uc774 \uc88b\uc740\ub370 \uc8fc\uac00\uac00 \uc548 \uc624\ub974\ub294 \uc8fc\uc2dd, \uc5ed\ubc1c\uc0c1 \ud22c\uc790\ub85c \uc811\uadfc\ud574\uc57c \ud560\uae4c\uc694?<\/p>\n
\uc5ed\ubc1c\uc0c1 \ud22c\uc790\uac00 \uc720\ud6a8\ud558\ub824\uba74 “\uc65c \uc2dc\uc7a5\uc774 \uc774 \uc8fc\uc2dd\uc744 \uc2eb\uc5b4\ud558\ub294\uac00”\uc758 \uc774\uc720\uac00 \uc77c\uc2dc\uc801\uc774\uc5b4\uc57c \ud569\ub2c8\ub2e4. SMCI\uc758 \uacbd\uc6b0 \uac70\ubc84\ub10c\uc2a4 \ubb38\uc81c(\uc9c0\uc18d\uc131 \ubd88\ud655\uc2e4) + \uacf5\uae09\ub9dd \ud604\uae08\ud750\ub984 \uacbd\uc0c9(\uad6c\uc870\uc801)\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \ubcf5\ud569\uc801 \uc694\uc778\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uac70\ubc84\ub10c\uc2a4 \ubb38\uc81c\uac00 \ud574\uc18c\ub418\uace0 \ub0b4\ubd80 \uc870\uc0ac\uac00 \ub9c8\ubb34\ub9ac\ub418\ub294 \uc2dc\uc810, \ub3d9\uc2dc\uc5d0 \uace0\uac1d\uc0ac\uc758 \uc804\ub825 \uc778\ud504\ub77c \ud655\ubcf4 \ub274\uc2a4\uac00 \ub098\uc624\ub294 \uc2dc\uc810\uc774 \uc9c4\uc785 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e8, SEC \uacf5\uc2dc \ubc0f \ubd84\uae30 \uc2e4\uc801\uc744 \ud1b5\ud574 \ud604\uae08\ud750\ub984 \uac1c\uc120\uc774 \uc2e4\uc81c \uc22b\uc790\ub85c \ud655\uc778\ub420 \ub54c\uae4c\uc9c0\ub294 \uc18c\uaddc\ubaa8 \uad00\ucc30 \ud3ec\uc9c0\uc158\ub9cc \uc720\uc9c0\ud558\ub294 \uac83\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<\/div>\n
<\/p>\n
\n
\ud83c\udf99\ufe0f \ub354 \uae4a\uc740 \ubd84\uc11d\uc774 \ud544\uc694\ud558\ub2e4\uba74<\/p>\n
\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624
\ud31f\uce90\uc2a4\ud2b8 & \uc720\ud29c\ube0c\uc5d0\uc11c \uc2e4\uc2dc\uac04 \uc2dc\ud669 \ud655\uc778<\/span><\/p>\n
\ub354 \uc0dd\uc0dd\ud55c \uc2dc\ud669 \ubd84\uc11d\uacfc \uc2e4\uc2dc\uac04 \ud22c\uc790 \uc804\ub7b5\uc740 ‘\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624’<\/strong> \ud31f\uce90\uc2a4\ud2b8\uc640 \uc720\ud29c\ube0c\uc5d0\uc11c \ud655\uc778\ud558\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.
\uad6c\ub3c5\uacfc \uc54c\ub9bc \uc124\uc815\uc73c\ub85c \ubbf8\uc99d\uc2dc \uc2dc\ud669\uc744 \uac00\uc7a5 \ube60\ub974\uac8c \ubc1b\uc544\ubcf4\uc138\uc694.<\/p>\n

\ud83d\udcfa \uc720\ud29c\ube0c \ubc14\ub85c\uac00\uae30 \u2192
<\/a><\/p>\n<\/div>\n
<\/p>\n
\n
\ud0dc\uadf8<\/p>\n
AI \uc778\ud504\ub77c \uc8fc\uc2dd<\/a>
\ubbf8\uad6d \uc8fc\uc2dd<\/a>
\uc2a4\ub9c8\ud2b8\uba38\ub2c8<\/a>
\ub098\uc2a4\ub2e5<\/a>
AMD<\/a>
\ub9c8\uc774\ud06c\ub860<\/a>
AAOI \ud3ec\ud1a0\ub2c9\uc2a4<\/a>
SMCI \uac70\ubc84\ub10c\uc2a4<\/a>
\uc18c\ud30c\uc774 \ud540\ud14c\ud06c<\/a>
\ubbf8\uc99d\uc2dc \uc2dc\ud669<\/a>
S&P500<\/a>
\uc8fc\uc2dd \ud22c\uc790 \uc804\ub7b5<\/a>
\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624<\/a>
seoulcast<\/a><\/div>\n<\/div>\n<\/div>\n
<\/p>\n