\n \ud14d\uc0ac\uc2a4 \uc720\uc804 \uc7a5\ube44\uac00 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc2ec\uc7a5\uc774 \ub41c\ub2e4
\n (When Frack Fleets Become the Backbone of Artificial Intelligence)<\/span>\n <\/h1>\n\n \n \n \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 ‘\ub0a1\uc740 \uae30\uc5c5’\uc774\ub77c \ubd88\ub9ac\ub358 \uc720\uc804 \uc11c\ube44\uc2a4 \ud68c\uc0ac\ub4e4\uc774 AI \uc804\ub825 \uc218\uc694\uc758 \uad6c\uc6d0\ud22c\uc218\ub85c \ub5a0\uc624\ub974\uace0 \uc788\ub2e4. \ud68c\uacc4 \ucc29\uc2dc \ub108\uba38\uc758 \uc9c4\uc9dc \uc218\uc775\ub960\uacfc, \uc2dc\uc7a5\uc774 \uc544\uc9c1 \ub208\uce58\ucc44\uc9c0 \ubabb\ud55c \uc774\uc911 \uc218\uc775 \uad6c\uc870\ub97c \ud574\ubd80\ud55c\ub2e4.\n <\/p>\n\n \n \n ![\"\ud14d\uc0ac\uc2a4](\"http:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-28T183011.546.png\"\n)
\n \n \u25b2 \uc720\uc804 \ud604\uc7a5\uc758 \ubc1c\uc804 \uc7a5\ube44\uac00 AI \ub370\uc774\ud130\uc13c\ud130\ub85c \uc9c1\uc811 \uc804\ub825\uc744 \uacf5\uae09\ud558\ub294 \uad6c\uc870 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \n \u270d\ufe0f Seoulcast \ud3b8\uc9d1\ud300<\/strong><\/span>\n \ud83d\udcc5 2026\ub144 5\uc6d4 28\uc77c<\/span>\n \u23f1\ufe0f \uc57d 13\ubd84 \uc18c\uc694<\/span>\n <\/div>\n\n \n \n \ud83d\udccc KEY TAKEAWAYS \u2014 \ud575\uc2ec \uc694\uc57d<\/div>\n \n - \n 01<\/span>\n S&P500 \ub0b4 \uc5d0\ub108\uc9c0 \ube44\uc911\uc774 30%\u21925%\ub85c \ucd95\uc18c\ub41c \uc9c0\uae08, \uc720\uac00 \ucda9\uaca9\uc774 \uac70\uc2dc\uacbd\uc81c\ub97c \ubc15\uc0b4\ub0c8\ub358 1970\ub144\ub300\uc2dd \uacf5\uc2dd\uc740 \ub354 \uc774\uc0c1 \uc791\ub3d9\ud558\uc9c0 \uc54a\ub294\ub2e4.<\/span>\n <\/li>\n
- \n 02<\/span>\n \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc758 \uc7a5\ubd80\uc0c1 ROA 5%\ub294 \ud68c\uacc4 \ucc29\uc2dc\ub2e4. \ud45c\uc900\ud654 \uae30\uc900\uc73c\ub85c \uc7ac\uacc4\uc0b0\ud558\uba74 \uc2e4\uc81c ROA\ub294 15%\uc5d0 \ub2ec\ud558\uba70, LNG \uacc4\uc57d \ucd9c\ud558\uac00 \ubcf8\uaca9\ud654\ub418\uba74 \ub9c8\uc9c4\uc740 \ub354 \ud3ed\ubc1c\uc801\uc73c\ub85c \ub298\uc5b4\ub09c\ub2e4.<\/span>\n <\/li>\n
- \n 03<\/span>\n \ud504\ub85c\ud398\ud2b8\ub85c\u00b7\ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\uc758 ‘\ud504\ub799\ud50c\ub9bf’ \ubc1c\uc804\uae30\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc989\uc2dc \uc804\ub825\uc744 \uacf5\uae09\ud558\ub294 \ub3d9\uc2dc\uc5d0, \uc720\uc804 \uc7a5\ube44 \uacf5\uae09 \ubd80\uc871\uc744 \uc720\ubc1c\ud574 \uae30\uc874 \uc784\ub300\ub8cc(\ub370\uc774\ub808\uc774\ud2b8)\uae4c\uc9c0 \ubc00\uc5b4 \uc62c\ub9ac\ub294 \uc774\uc911 \uc218\uc775 \uad6c\uc870\ub97c \uc644\uc131\ud588\ub2e4.<\/span>\n <\/li>\n <\/ul>\n <\/div>\n\n \n
\n \ud30c\ub3c4\uac00 \uc544\ub2cc \ud574\ub958\ub97c \ubcf4\ub77c \u2014 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \uc9c4\uc9dc \ub0b4\ub7ec\ud2f0\ube0c\n <\/h2>\n\n
\n \ub9e4\uc77c \uc3df\uc544\uc9c0\ub294 \uc911\ub3d9\ubc1c \uc9c0\uc815\ud559\uc801 \ub274\uc2a4 \uc18d\uc5d0\uc11c \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \uc27d\uac8c \uc9c0\ud45c\uba74\uc758 \uc18c\uc74c\uc5d0 \uc2dc\uc120\uc744 \ube7c\uc557\uae34\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uad70\ud568 \uae30\ub3d9, \uc774\ub780 \uc81c\uc7ac\uc758 \uac15\ub3c4 \uc870\uc808, \uc0b0\uc720\uad6d\ub4e4\uc758 \uac10\uc0b0 \ud569\uc758 \uc5ec\ubd80. \uc774 \ubaa8\ub4e0 \uac83\ub4e4\uc740 \ubd84\uba85 \ub2e8\uae30 \uc720\uac00\ub97c \ucd9c\ub801\uc774\uac8c \ub9cc\ub4e4\uc9c0\ub9cc, \uadf8\uac83\uc774 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \ubcf8\uc9c8\uc744 \uacb0\uc815\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4.\n <\/p>\n
\n \uc9c4\uc9dc \ud22c\uc790\uc790\ub77c\uba74 \ud30c\ub3c4 \uc544\ub798\uc5d0\uc11c \uc870\uc6a9\ud788 \ubc29\ud5a5\uc744 \ubc14\uafb8\uace0 \uc788\ub294 ‘\ud574\ub958’\ub97c \ucd94\uc801\ud574\uc57c \ud55c\ub2e4. \uadf8 \ud574\ub958\uc758 \uc774\ub984\uc740 \ub450 \uac00\uc9c0\ub2e4. \ud558\ub098\ub294 \ubbf8\uad6d\uc758 \uc7ac\uc0b0\uc5c5\ud654(Re-industrialization)<\/strong>, \ub2e4\ub978 \ud558\ub098\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \ud3ed\ubc1c\uc801 \uc804\ub825 \uc218\uc694<\/strong>. \uc774 \ub450 \uac00\uc9c0 \uad6c\uc870\uc801 \ubcc0\ud654\ub294 \uc5d0\ub108\uc9c0 \uc139\ud130\ub97c \uc804\ud600 \ub2e4\ub978 \ubc29\uc2dd\uc73c\ub85c \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uadf8 \uc911\uc2ec\uc5d0\uc11c \uc2dc\uc7a5\uc774 \uc544\uc9c1 ‘\ub0a1\uc740 \uae30\uc5c5’\uc73c\ub85c \ubd84\ub958\ud558\ub294 \uba87\uba87 \ud68c\uc0ac\ub4e4\uc774 \uc870\uc6a9\ud788 \uc6c3\uace0 \uc788\ub2e4.\n <\/p>\n \n \uc774 \uae00\uc740 \uc54c\ud2f0\ubbf8\ud2b8\ub9ac \ub9ac\uc11c\uce58(Altimetry Research)\uc758 \uc2ec\uce35 \ubd84\uc11d\uc744 \ud1a0\ub300\ub85c, \ud45c\uba74\uc801\uc778 \uc8fc\uac00 \ub4f1\ub77d \ub108\uba38\uc5d0 \uc788\ub294 \uae30\uc5c5\uc758 \uc9c4\uc9dc \uac00\uce58\ub97c \ub4e4\uc5ec\ub2e4\ubcf8\ub2e4. \uacb0\ub860\ubd80\ud130 \ub9d0\ud558\uc790\uba74: \uc2dc\uc7a5\uc740 \ud2c0\ub838\uace0, \uadf8 \ud2c8\uc0c8\uc5d0 \uae30\ud68c\uac00 \uc788\ub2e4.\n <\/p>\n\n \n
\n 1970\ub144\ub300\uc758 \uc720\ub839\uc740 \uc774\ubbf8 \uc8fd\uc5c8\ub2e4 \u2014 \ubbf8\uad6d \uacbd\uc81c\uc758 \uccb4\uc9c8 \ubcc0\ud654\n <\/h2>\n\n \n \n ![\"1970\ub144\ub300](\"http:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-28T183137.394.png\"\n)
\n \n \u25b2 1970\ub144\ub300 vs \ud604\uc7ac: S&P500 \ub0b4 \uc5d0\ub108\uc9c0 \ube44\uc911 30% \u2192 5%\ub85c\uc758 \uadf9\uc801\uc778 \ubcc0\ud654 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \uc5d0\ub108\uc9c0 \uae30\uc5c5 \ud22c\uc790\ub97c \uc774\uc57c\uae30\ud560 \ub54c\ub9c8\ub2e4 \uc5b4\uae40\uc5c6\uc774 \ub4f1\uc7a5\ud558\ub294 \ubc18\ub860\uc774 \uc788\ub2e4. “\uc720\uac00\uac00 \uc624\ub974\uba74 \uc778\ud50c\ub808\uc774\uc158\uc774 \ud130\uc9c0\uace0, \uacb0\uad6d \uc18c\ube44\uc790\uc640 \uacbd\uc81c \uc804\ubc18\uc774 \ud53c\ud574\ub97c \uc785\uc9c0 \uc54a\uc2b5\ub2c8\uae4c?” \uc774 \uac71\uc815\uc758 \uadfc\uc6d0\uc5d0\ub294 1973\ub144\uacfc 1979\ub144, \ub450 \ucc28\ub840\uc758 \uc624\uc77c\uc1fc\ud06c\uc5d0 \ub300\ud55c \uc9d1\ub2e8 \ud2b8\ub77c\uc6b0\ub9c8\uac00 \uae54\ub824 \uc788\ub2e4. \uadf8 \uc2dc\uc808 \uc720\uac00\uac00 \uce58\uc19f\uc790 \ubbf8\uad6d \uacbd\uc81c\ub294 \ub9d0 \uadf8\ub300\ub85c \ubc15\uc0b4\ub0ac\uace0, \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158\uc774\ub77c\ub294 \ub054\ucc0d\ud55c \uc2dc\ub300\uac00 \uc5f4\ub838\ub2e4.\n <\/p>\n
\n \uadf8\ub7ec\ub098 \uadf8 \uacf5\ud3ec\ub294 \uc9c0\uae08\uc758 \ubbf8\uad6d \uacbd\uc81c \uad6c\uc870\uc5d0\ub294 \uc720\ud6a8\ud558\uc9c0 \uc54a\ub2e4. \uc218\uce58\uac00 \uc99d\uba85\ud55c\ub2e4. 1970\ub144\ub300 \ub2f9\uc2dc S&P500 \uc9c0\uc218\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uad00\ub828 \uc8fc\uc2dd\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 \uc57d 30%<\/strong>\uc5d0 \ub2ec\ud588\uace0, \ubbf8\uad6d \uac00\uacc4\uc758 \uac00\ucc98\ubd84\uc18c\ub4dd \uc911 10% \uc774\uc0c1<\/strong>\uc774 \uc8fc\uc720\ube44\ub85c \uc99d\ubc1c\ud588\ub2e4. \ubbf8\uad6d \uacbd\uc81c \uc790\uccb4\uac00 \uc11d\uc720\ub97c \uba39\uace0 \ub3cc\uc544\uac00\ub294 \uac70\ub300\ud55c \uae30\uacc4\uc600\ub358 \uc148\uc774\ub2e4. \uc774\ub7f0 \uad6c\uc870\uc5d0\uc11c \uc720\uac00 30% \uc0c1\uc2b9\uc740 \uc778\ud50c\ub808\uc774\uc158 9% \uae09\ub4f1\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \uc218\ud559\uc801 \ud544\uc5f0\uc774\uc5c8\ub2e4.\n <\/p>\n \n \ubc18\uba74 2020\ub144\ub300\uc758 \ubbf8\uad6d\uc740 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub978 \ub098\ub77c\ub2e4. \ud604\uc7ac S&P500\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uc139\ud130\uc758 \ube44\uc911\uc740 \uc57d 5%<\/strong>\ub85c \ucabc\uadf8\ub77c\ub4e4\uc5c8\uace0, \uac00\uacc4 \uac00\ucc98\ubd84\uc18c\ub4dd \uc911 \uc8fc\uc720\ube44 \ube44\uc911\ub3c4 \ud55c \uc790\ub9bf\uc218 \ucd08\ubc18\ub300\ub85c \ub0b4\ub824\uc549\uc558\ub2e4. GDP 1\ub2ec\ub7ec\ub97c \ub9cc\ub4dc\ub294 \ub370 \ud544\uc694\ud55c \uc5d0\ub108\uc9c0\uc758 \uc591 \uc790\uccb4\uac00, \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\uc11c\ube44\uc2a4\u00b7\ud14c\ud06c\ub180\ub85c\uc9c0 \uc911\uc2ec \uacbd\uc81c\ub85c\uc758 \uc804\ud658\uc744 \uac70\uce58\uba70 \ub208\uc5d0 \ub744\uac8c \uc904\uc5b4\ub4e0 \uac83\uc774\ub2e4. \uadf8\ub798\uc11c \uace0\uc720\uac00\uc640 \uace0\uae08\ub9ac\uac00 \ub3d9\uc2dc\uc5d0 \uc791\uc6a9\ud558\ub294 \ud658\uacbd\uc5d0\uc11c\ub3c4 S&P500\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uac31\uc2e0\ud560 \uc218 \uc788\ub294 \uac83\uc774\ub2e4.\n <\/p>\n \n \uc774 \uc810\uc744 \uc774\ud574\ud558\uba74 \ud22c\uc790\uc758 \ucd9c\ubc1c\uc120\uc774 \ub2ec\ub77c\uc9c4\ub2e4. \uc5d0\ub108\uc9c0 \uae30\uc5c5\uc774 \ud638\ud669\uc744 \ub204\ub9b0\ub2e4\ub294 \uac83\uc774 \uac70\uc2dc\uacbd\uc81c \ubd95\uad34\uc758 \uc804\uc870\uac00 \uc544\ub2cc, \ud2b9\uc815 \uc139\ud130\uc758 \uad6c\uc870\uc801 \uae30\ud68c\ub77c\ub294 \uc0ac\uc2e4\uc744 \ubc1b\uc544\ub4e4\uc77c \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uadf8\ub9ac\uace0 \ubc14\ub85c \uadf8 \uad6c\uc870\uc801 \uae30\ud68c \uc18d\uc5d0 \uc624\ub298\uc758 \uc8fc\uc778\uacf5\ub4e4\uc774 \uc788\ub2e4.\n <\/p>\n\n \n
\n Sponsored \u00b7 Partner<\/div>\n \n \n \ud83d\udcbc \uae00\ub85c\ubc8c \ud504\ub9ac\ub79c\uc11c\ub85c \ub2ec\ub7ec \ubc84\ub294 \ubc95<\/div>\n \n Fiverr\uc5d0\uc11c \uc601\uc5b4 \ucf58\ud150\uce20\u00b7\ubc88\uc5ed\u00b7\ub514\uc790\uc778 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \ub9e4\ub2ec \ub2ec\ub7ec\ub97c \uc218\uc785\uc73c\ub85c \uc313\uc544\ubcf4\uc138\uc694. \ubbf8\uad6d \uac70\uc8fc\uc790\ub3c4, \ud55c\uad6d\uc5d0\uc11c\ub3c4 \ubc14\ub85c \uc2dc\uc791 \uac00\ub2a5. \uc7ac\ud14c\ud06c\uc758 \uccab \uac78\uc74c\uc740 \uc218\uc785\uc6d0 \ub2e4\uac01\ud654\uc785\ub2c8\ub2e4.\n <\/p>\n \n Fiverr \ubb34\ub8cc\ub85c \uc2dc\uc791\ud558\uae30 \u2192\n <\/a>\n <\/div>\n <\/div>\n <\/div>\n\n \n \n \ud68c\uacc4\uac00 \uc228\uae34 \uc9c4\uc9dc \uc218\uc775 \u2014 \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc758 \ubc18\uc804\n <\/h2>\n\n \n \n ![\"\ubca0\uc774\ucee4](\"http:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-28T183511.048.png\"\n)
\n \n \u25b2 \uc77c\ubc18 \ud68c\uacc4(GAAP) vs \ud45c\uc900\ud654 \ud68c\uacc4: \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uc228\uaca8\uc9c4 ROA 15% \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n 1849\ub144 \uce98\ub9ac\ud3ec\ub2c8\uc544 \uace8\ub4dc\ub7ec\uc2dc \uc774\uc57c\uae30\ub97c \uaebc\ub0b4\ub294 \uc774\uc720\uac00 \uc788\ub2e4. \uae08\uc744 \uce94 \uad11\ubd80\ub4e4\ubcf4\ub2e4 \ub9ac\ubc14\uc774\uc2a4 \uccad\ubc14\uc9c0\ub97c \ud314\uace0, \uae08\uc735\uc744 \uc81c\uacf5\ud55c \uc6f0\uc2a4\ud30c\uace0\uac00 \ub354 \ud070\ub3c8\uc744 \ubc8c\uc5c8\ub2e4\ub294 \uadf8 \uad50\ud6c8\uc740 2020\ub144\ub300 \uc5d0\ub108\uc9c0\u00b7AI \ud22c\uc790\uc5d0\ub3c4 \uadf8\ub300\ub85c \uc801\uc6a9\ub41c\ub2e4. \ub204\uac00 \uc2e4\uc81c\ub85c \uae08\uc744 \uce90\ub294\uc9c0 \ub9de\ucd94\ub294 \uac83\ubcf4\ub2e4, \ucc44\uad74\uc744 \uc704\ud574 \ubc18\ub4dc\uc2dc \uac70\uccd0\uc57c \ud558\ub294 ‘\ubcd1\ubaa9’\uc744 \uc7a1\uace0 \uc788\ub294 \uae30\uc5c5\uc744 \ucc3e\ub294 \uac83\uc774 \ud6e8\uc52c \ud604\uba85\ud558\ub2e4.\n <\/p>\n
\n \uadf8 \ubcd1\ubaa9\uc758 \ub300\ud45c \uc8fc\uc790\uac00 \ubca0\uc774\ucee4 \ud734\uc988(Baker Hughes, BKR)<\/strong>\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc11d\uc720\u00b7\uac00\uc2a4 \ud0d0\uc0ac\uc758 \ucc98\uc74c\ubd80\ud130 \ub05d\uae4c\uc9c0, \uc2dc\ucd94 \uc7a5\ube44\uc640 \uc11c\ube44\uc2a4\ub97c \uacf5\uae09\ud558\ub294 \uc5c5\uacc4 \ud544\uc218\uc7ac\ub2e4. \ubbf8\uad6d \ub0b4 LNG \uc218\ucd9c \ud130\ubbf8\ub110 \uc124\ube44 \uad6c\ucd95\uc5d0 \ud544\uc694\ud55c \ud575\uc2ec \uc7a5\ube44\ub3c4 \uc0ac\uc2e4\uc0c1 \ubca0\uc774\ucee4 \ud734\uc988\uac00 \uc7a5\uc545\ud558\uace0 \uc788\ub2e4. \ub300\uccb4 \ubd88\uac00\ub2a5\ud55c \ud3ec\uc9c0\uc158\uc744 \uac16\ucd98 \uae30\uc5c5\uc774\uc9c0\ub9cc, \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc758 \uc2a4\ud06c\ub9b0\uc5d0\ub294 ‘\uc9c0\ub8e8\ud55c \uad6c\ud615 \uc0b0\uc5c5\uc8fc’\ub85c\ub9cc \ub72c\ub2e4. \uadf8 \uc774\uc720\ub294 \ub2e8 \ud558\ub098, \ud68c\uacc4 \uc65c\uace1 \ub54c\ubb38\uc774\ub2e4.\n <\/p>\n \n \uc77c\ubc18\ud68c\uacc4\uae30\uc900(GAAP)\uc5d0 \ub530\ub974\uba74 \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uc790\uc0b0\uc218\uc775\ub960(ROA)\uc740 \uace0\uc791 5%<\/strong> \uc218\uc900\uc774\ub2e4. \uc694\uc998 \uc740\ud589 \uc608\uae08 \uae08\ub9ac\uc640 \ubcc4\ubc18 \ucc28\uc774 \uc5c6\ub294 \uc774 \uc22b\uc790 \ub54c\ubb38\uc5d0 \uae30\uad00 \ud22c\uc790\uc790\ub4e4\uc740 \uad00\uc2ec\uc744 \ub04a\uace0, \uc54c\uace0\ub9ac\uc998 \uc2a4\ud06c\ub9ac\ub108\ub294 \uc774 \uc885\ubaa9\uc744 \ub9e4\ub825\ub3c4 \ud558\uc704\uad8c\uc73c\ub85c \ubd84\ub958\ud55c\ub2e4. \uadf8\ub7f0\ub370 \uc774 5%\ub77c\ub294 \uc218\uce58\uc5d0\ub294 \ud568\uc815\uc774 \uc788\ub2e4.\n <\/p>\n \n \ubca0\uc774\ucee4 \ud734\uc988\uac00 \ub9e4\ub144 \ubbf8\ub798\ub97c \uc704\ud574 \uc3df\uc544\ubd93\ub294 \ub9c9\ub300\ud55c R&D \ube44\uc6a9\uacfc \uc778\ud504\ub77c \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9\uc740, GAAP \ud68c\uacc4 \ud558\uc5d0\uc11c \uadf8 \ud574\uc758 ‘\ube44\uc6a9’\uc73c\ub85c \uc77c\uad04 \ucc98\ub9ac\ub41c\ub2e4. \ub2f9\ud574 \uc21c\uc774\uc775\uc740 \ub69d \ub5a8\uc5b4\uc9c0\uace0, \uc790\uc0b0 \uc7a5\ubd80\uac00\ub294 \uc65c\uace1\ub41c\ub2e4. \ubd84\uc790(\uc774\uc775)\ub294 \uc904\uace0 \ubd84\ubaa8(\uc790\uc0b0)\ub294 \ube44\ud2c0\ub9b0 \ucc44\ub85c ROA\ub97c \uacc4\uc0b0\ud558\ub2c8 5%\uac00 \ub098\uc62c \uc218\ubc16\uc5d0 \uc5c6\ub2e4. \uadf8\ub7ec\ub098 \uc774 R&D \ud22c\uc790\uc758 \uacbd\uc81c\uc801 \ud6a8\uacfc\uac00 \ud5a5\ud6c4 5~10\ub144\uc5d0 \uac78\uccd0 \uc9c0\uc18d\uc801\uc778 \ud604\uae08\ud750\ub984\uc744 \ub9cc\ub4e4\uc5b4\ub0bc \uc2e4\uc9c8 \uc790\uc0b0\uc774\ub77c\ub294 \uc0ac\uc2e4\uc740 \uc7a5\ubd80\uc5d0 \ubc18\uc601\ub418\uc9c0 \uc54a\ub294\ub2e4.\n <\/p>\n
\n \uc54c\ud2f0\ubbf8\ud2b8\ub9ac \ub9ac\uc11c\uce58\uac00 R&D\uc640 \uc790\ubcf8\uc9c0\ucd9c\uc744 \uc2e4\uc81c \uacbd\uc81c\uc801 \uc218\uba85\uc5d0 \ub9de\uac8c \uc790\uc0b0\ud654\ud558\uc5ec \uc774\uc775\uc744 \uc7ac\uacc4\uc0b0\ud55c \uacb0\uacfc, \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uc9c4\uc9dc ROA\ub294 15%<\/strong>\uc5d0 \ub2ec\ud55c\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ub4dc\ub7ec\ub0ac\ub2e4. \uc2dc\uc7a5\uc774 5%\uc9dc\ub9ac \ub178\ud6c4 \uc0b0\uc5c5\uc8fc\ub85c \ucde8\uae09\ud558\ub294 \ub3d9\uc548, \uc2e4\uc81c\ub85c\ub294 15%\uc758 \uc218\uc775\uc744 \ud604\uae08\uc73c\ub85c \ucc0d\uc5b4\ub0b4\uace0 \uc788\ub294 \uac83\uc774\ub2e4. \uc5ec\uae30\uc5d0 LNG \uc218\ucd9c \ud130\ubbf8\ub110 \uc124\ube44 \uacc4\uc57d\ub4e4\uc774 \ubcf8\uaca9\uc801\uc73c\ub85c \ucd9c\ud558 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud558\uba74, \uc774 \uc228\uaca8\uc9c4 \ub9c8\uc9c4\uc774 \ud3ed\ubc1c\uc801\uc73c\ub85c \ud655\ub300\ub420 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4.\n <\/p>\n\n \n \n \ud83d\udcda \ucd94\ucc9c \ub3c4\uc11c<\/div>\n \ubbf8\uad6d \uc8fc\uc2dd \ub354 \uae4a\uc774 \uacf5\ubd80\ud558\uace0 \uc2f6\ub2e4\uba74?<\/div>\n \u2705 \ubbf8\uad6d \uc8fc\uc2dd \ubd84\uc57c \ucd5c\uc7a5\uc218 \ubca0\uc2a4\ud2b8\uc140\ub7ec<\/p>\n
\u2705 \uc0dd\ucd08\ubcf4\ub3c4 \uc774\ud574\ud558\ub294 \uc2e4\uc804 \ud22c\uc790 \uac00\uc774\ub4dc<\/p>\n
\u2705 \uacc4\uc88c \uac1c\uc124\ubd80\ud130 \uc885\ubaa9 \ubd84\uc11d\uae4c\uc9c0 A to Z<\/p>\n \n \ud83d\udcd6 Amazon\uc5d0\uc11c \ubcf4\uae30 \u2192\n <\/a>\n \n \u203b \uc774 \ub9c1\ud06c\ub294 \uc544\ub9c8\uc874 \ud30c\ud2b8\ub108\uc2a4 \uc81c\ud734 \ub9c1\ud06c\ub85c \uad6c\ub9e4 \uc2dc \uc18c\uc815\uc758 \uc218\uc218\ub8cc\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.\n <\/p>\n <\/div>\n\n \n
\n \ud83d\udcca \ubca0\uc774\ucee4 \ud734\uc988(BKR) \ud575\uc2ec \uc218\uce58 \ube44\uad50<\/div>\n \n \n GAAP \uae30\uc900 ROA<\/div>\n 5%<\/div>\n \uc2dc\uc7a5\uc774 \ubcf4\ub294 \uc22b\uc790<\/div>\n <\/div>\n \n \ud45c\uc900\ud654 \ud68c\uacc4 ROA<\/div>\n 15%<\/div>\n \uc2e4\uc81c \ud604\uae08 \uc218\uc775\ub960<\/div>\n <\/div>\n <\/div>\n \u203b \ucd9c\ucc98: Altimetry Research \ubd84\uc11d \uae30\ubc18 \/ \ud22c\uc790 \ud310\ub2e8\uc758 \uadfc\uac70\uac00 \ub418\uc5b4\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4<\/p>\n <\/div>\n\n \n
\n \ud14d\uc0ac\uc2a4 \uc0ac\ub9c9\uc758 \ubc1c\uc804\uae30\uac00 AI \ub370\uc774\ud130\uc13c\ud130\ub97c \ucf20\ub2e4 \u2014 \ud504\ub85c\ud398\ud2b8\ub85c\u00b7\ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\uc758 \uc774\uc911 \uc218\uc775 \uad6c\uc870\n <\/h2>\n\n \n \n ![\"\ud504\ub799\ud50c\ub9bf](\"http:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-28T183707.825.png\"\n)
\n \n \u25b2 \ud14d\uc0ac\uc2a4 \ud37c\ubbf8\uc548 \ubd84\uc9c0\uc758 \uc774\ub3d9\uc2dd \ubc1c\uc804\uae30\uac00 AI \ub370\uc774\ud130\uc13c\ud130 \uc606\uc73c\ub85c \uc774\ub3d9\ud55c\ub2e4 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \ud22c\uc790 \uc544\uc774\ub514\uc5b4\uac00 ‘\uae30\ubc1c\ud558\ub2e4’\ub294 \ud45c\ud604\uc744 \ub0a8\ubc1c\ud558\uba74 \uc548 \ub418\uc9c0\ub9cc, \ud504\ub85c\ud398\ud2b8\ub85c(ProPetro)\uc640 \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0(Liberty Energy)\uc758 \uc804\ub7b5\uc740 \uc9c4\uc9dc\ub85c \uadf8 \ub2e8\uc5b4\ub97c \uc4f8 \uc790\uaca9\uc774 \uc788\ub2e4. \uc774 \ub450 \ud68c\uc0ac\uc758 \ubcf8\uc5c5\uc740 \uc720\uc815 \uc644\uc131(Well Completion) \uc11c\ube44\uc2a4\ub2e4. \uc27d\uac8c \ub9d0\ud574 \uad6c\uba4d\uc744 \ub6ab\uace0 \uc218\uc555\ud30c\uc1c4(\ud504\ub798\ud0b9) \uc791\uc5c5\uc744 \ub9c8\ubb34\ub9ac\ud558\ub294, \uc11d\uc720 \uc2dc\ucd94\uc758 \ub9c8\uc9c0\ub9c9 \ub2e8\uacc4\ub97c \uc804\ub2f4\ud558\ub294 \uae30\uc5c5\ub4e4\uc774\ub2e4.\n <\/p>\n
\n \uc774 \uc791\uc5c5\uc5d0\ub294 \uc5b4\ub9c8\uc5b4\ub9c8\ud55c \uc804\ub825\uc774 \ud544\uc694\ud558\ub2e4. \ud14d\uc0ac\uc2a4 \uc0ac\ub9c9 \ud55c\ubcf5\ud310\uc5d0 \uc804\ub825\ub9dd\uc774 \uae54\ub824 \uc788\uc9c0 \uc54a\uc73c\ub2c8, \uc774 \ud68c\uc0ac\ub4e4\uc740 \uc218\ub144\uac04 \ucc9c\uc5f0\uac00\uc2a4\ub85c \uad6c\ub3d9\ub418\ub294 \ub300\ud615 \uc774\ub3d9\uc2dd \ubc1c\uc804\uae30 \ubd80\ub300, \uc989 ‘\ud504\ub799\ud50c\ub9bf(Frack Fleet)’<\/strong>\uc744 \uc790\uccb4 \ubcf4\uc720\ud574\uc654\ub2e4. \uc774 \ubc1c\uc804\uae30\ub4e4\uc740 \ud604\uc7a5\uc5d0\uc11c \ud604\uc7a5\uc73c\ub85c \uc774\ub3d9\ud558\uba70 \ub9c9\ub300\ud55c \uc804\ub825\uc744 \uc790\uae09\uc790\uc871\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc6b4\uc6a9\ub410\ub2e4.\n <\/p>\n \n \uadf8\ub7f0\ub370 \ucd5c\uadfc \uc11d\uc720 \uc2dc\ucd94 \uc218\uc694\uac00 \ub2e4\uc18c \uc815\uccb4\ub418\uba74\uc11c, \uc774 \ubc1c\uc804\uae30\ub4e4\uc774 \uc608\uc804\ub9cc\ud07c \ubc14\uc090 \ub3cc\uc544\uac00\uc9c0 \uc54a\uac8c \ub410\ub2e4. \ubc14\ub85c \uc774 \uc9c0\uc810\uc5d0\uc11c \ub180\ub77c\uc6b4 \ud53c\ubc97(\uc0ac\uc5c5 \uc804\ud658)\uc774 \uc77c\uc5b4\ub09c\ub2e4. \ub180\uace0 \uc788\ub294 \ubc1c\uc804\uae30\ub97c AI \ub370\uc774\ud130\uc13c\ud130 \uc606\uc73c\ub85c \uc774\ub3d9<\/strong>\uc2dc\ucf1c, \ub370\uc774\ud130\uc13c\ud130\uac00 \ud544\uc694\ub85c \ud558\ub294 \ub300\uaddc\ubaa8 \uc804\ub825\uc744 \uc989\uc2dc \uacf5\uae09\ud558\uae30 \uc2dc\uc791\ud55c \uac83\uc774\ub2e4.\n <\/p>\n \n \uc65c AI \uae30\uc5c5\ub4e4\uc774 \uc774 ‘\ud22c\ubc15\ud55c \ubc1c\uc804\uae30’\ub97c \ube44\uc2fc \ub3c8\uc744 \ub0b4\uace0 \ube4c\ub9b4\uae4c? \ub2e8 \ud55c \ub2e8\uc5b4\ub85c \uc124\uba85\ub41c\ub2e4. \uc18d\ub3c4<\/strong>. \uc9c0\uae08 \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc740 NVIDIA GPU\ub97c \uc218\ub9cc \uac1c\uc529 \uc9d1\uc5b4\ub123\uc740 \ub370\uc774\ud130\uc13c\ud130\ub97c \ucd08\uace0\uc18d\uc73c\ub85c \uc9d3\uace0 \uc788\ub2e4. \uadf8\ub7f0\ub370 \uc774 \uac70\ub300\ud55c \uc804\ub825 \uc218\uc694\ub97c \uae30\uc874 \uc804\ub825\ub9dd\uc5d0 \uc5f0\uacb0\ud558\ub824\uba74 \ubc1c\uc804\uc18c \uc99d\uc124\uacfc \uc1a1\uc804\ub9dd \uc778\ud5c8\uac00 \uacfc\uc815\uc5d0\uc11c \ucd5c\uc18c 3~5\ub144\uc744 \ub300\uae30\ud574\uc57c \ud55c\ub2e4. AI \uc804\uc7c1\uc5d0\uc11c 5\ub144\uc740 \uc0ac\uc5c5 \uc790\uccb4\uac00 \uc0ac\ub77c\uc9c8 \uc218 \uc788\ub294 \uc2dc\uac04\uc774\ub2e4.\n <\/p>\n \n \ubc18\uba74 \ud14d\uc0ac\uc2a4 \ud37c\ubbf8\uc548 \ubd84\uc9c0 \uc77c\ub300\uc5d0\ub294 \ucc9c\uc5f0\uac00\uc2a4\ub3c4 \ud48d\ubd80\ud558\uace0 \ud1b5\uc2e0\uc6a9 \uad11\ucf00\uc774\ube14\ub3c4 \uc774\ubbf8 \uae54\ub824 \uc788\ub2e4. \ud504\ub799\ud50c\ub9bf \ubc1c\uc804\uae30\ub97c \ub370\uc774\ud130\uc13c\ud130 \uc606\uc5d0 \uac16\ub2e4 \ub300\uba74 \uadf8 \ub2e4\uc74c \ub0a0\ubd80\ud130 \uc11c\ubc84\ub97c \ud480\uac00\ub3d9\ud560 \uc218 \uc788\ub2e4. \uc774 \ubc1c\uc804\uae30\ub4e4\uc758 \uc804\uae30 \uc0dd\uc0b0 \ub2e8\uac00\ub294 MWh\ub2f9 \uc57d 55~85\ub2ec\ub7ec \uc120. AI \uae30\uc5c5 \uc785\uc7a5\uc5d0\uc11c\ub294 5\ub144\uc758 \uae30\ud68c\ube44\uc6a9\uc744 \uc0dd\uac01\ud560 \ub54c \uadf8 \uba87 \ubc30\ub97c \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc9c0\ubd88\ud574\ub3c4 \ub0a8\ub294 \uc7a5\uc0ac\ub2e4.\n <\/p>\n\n \n
\n \u26a1 \ud504\ub799\ud50c\ub9bf \uc774\uc911 \uc218\uc775 \uba54\ucee4\ub2c8\uc998<\/div>\n \n \n \u2460 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc784\ub300 \uc218\uc775<\/strong>\n \ud504\ub799\ud50c\ub9bf \ubc1c\uc804\uae30\ub97c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ubc30\uce58\ud574 \ub192\uc740 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc804\ub825 \uacf5\uae09. \uae30\uc874 \uc11d\uc720 \uc2dc\ucd94 \uc784\ub300 \ub300\ube44 \uc218\ubc30\uc758 \uc218\uc775\ub960 \uc2e4\ud604.<\/p>\n <\/div>\n
\n \u2461 \uc11d\uc720 \uc2dc\ucd94 \uc7a5\ube44 \uacf5\uae09 \ubd80\uc871 \u2192 \ub370\uc774\ub808\uc774\ud2b8 \ud3ed\ub4f1<\/strong>\n \ubc1c\uc804\uae30 \ubd80\ub300\uac00 AI \uc804\ub825\uc73c\ub85c \uc774\ub3d9\ud558\uba74, \uae30\uc874 \uc720\uc804 \uc2dc\ucd94 \ud604\uc7a5\uc5d0\uc11c \uc4f8 \uc7a5\ube44\uac00 \uc904\uc5b4\ub4e0\ub2e4. \uacf5\uae09 \uac10\uc18c \u2192 \ub0a8\uc740 \uc7a5\ube44 \uc784\ub300\ub8cc(\ub370\uc774\ub808\uc774\ud2b8) \uc790\uc5f0 \uc0c1\uc2b9.<\/p>\n <\/div>\n <\/div>\n
\n \ud83d\udca1 \ud0dd\uc2dc \uae30\uc0ac\ub4e4\uc774 \uc601\ud654 \ucd2c\uc601\uc7a5\uc5d0 \uc18c\ud488\uc6a9\uc73c\ub85c \ucc28\ub97c \ube4c\ub824\uc8fc\uae30 \uc2dc\uc791\ud558\uba74, \uae38\uac70\ub9ac \ud0dd\uc2dc\uac00 \ubd80\uc871\ud574\uc838 \uc77c\ubc18 \ud0dd\uc2dc\ube44\uac00 \uc624\ub974\ub294 \uac83\uacfc \ub3d9\uc77c\ud55c \uc6d0\ub9ac\uc785\ub2c8\ub2e4.\n <\/p>\n <\/div>\n\n
\n \uc774 \uc774\uc911 \uc218\uc775 \uad6c\uc870\uac00 \ubcf8\uaca9\ud654\ub418\uba74 \ud504\ub85c\ud398\ud2b8\ub85c\uc640 \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\uc758 \uc218\uc775\uc131\uc740 \uc2dc\uc7a5\uc758 \uc608\uc0c1\uc744 \uc644\uc804\ud788 \ub4a4\uc9d1\uc744 \uc218 \uc788\ub2e4. \uacfc\uac70 \uc7a5\ube44 \uacf5\uae09\uc774 \ube60\ub4ef\ud588\ub358 \ud638\ud669\uae30\uc5d0 \uc774 \uae30\uc5c5\ub4e4\uc758 ROA\ub294 15~20%\ub97c \ub118\uc5b4\uc120 \uc801\uc774 \uc788\ub2e4. \uc9c0\uae08 \uc5ec\uae30\uc5d0 AI\ub77c\ub294 \uc804\ub840 \uc5c6\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc694\ucc98\uae4c\uc9c0 \ub354\ud574\uc84c\uc73c\ub2c8, \ud5a5\ud6c4 \uc218\uc775\uc131 \uada4\uc801\uc774 \uc5b4\ub290 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\ub294\uc9c0\ub294 \uc790\uba85\ud558\ub2e4.\n <\/p>\n
\n \uadf8\ub7fc\uc5d0\ub3c4 \uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uc774 \uae30\uc5c5\ub4e4\uc744 ‘\uc9c0\ub8e8\ud55c \uc720\uc804 \uc11c\ube44\uc2a4 \uc5c5\uccb4’\ub85c \ubd84\ub958\ud558\uace0 \uc788\ub2e4. \ub450 \uac1c\uc758 \uac70\ub300\ud55c \ud574\ub958\uac00 \uad50\ucc28\ud558\ub294 \uc9c0\uc810\uc744 \uc2dc\uc7a5\uc774 \uc544\uc9c1 \ubc1c\uacac\ud558\uc9c0 \ubabb\ud588\ub2e4\ub294 \uac83, \uadf8\uac83\uc774 \ubc14\ub85c \uae30\ud68c\ub2e4.\n <\/p>\n\n \n
\n Sponsored \u00b7 Security<\/div>\n \ud83d\udd12 \ud574\uc678 \ud22c\uc790\uc790\ub77c\uba74 \uc0ac\uc774\ubc84 \ubcf4\uc548\uc774 \ud544\uc218\uc785\ub2c8\ub2e4<\/div>\n \n \ubbf8\uad6d \uc99d\uad8c \uacc4\uc88c, \ud574\uc678 \uc740\ud589, \uc554\ud638\ud654\ud3d0 \uc9c0\uac11\uae4c\uc9c0 \u2014 \uacf5\uacf5 Wi-Fi \ud558\ub098\ub85c \ubaa8\ub4e0 \uc790\uc0b0\uc774 \uc704\ud5d8\uc5d0 \ub178\ucd9c\ub429\ub2c8\ub2e4. NordVPN\uc740 \uad70\uc0ac\uae09 \uc554\ud638\ud654\ub85c \ub2f9\uc2e0\uc758 \ub514\uc9c0\ud138 \uc790\uc0b0\uacfc \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc9c0\ud0b5\ub2c8\ub2e4. \uc7ac\ud14c\ud06c\ub9cc\ud07c \uc911\uc694\ud55c \uac83\uc774 \ubcf4\uc548\uc785\ub2c8\ub2e4.\n <\/p>\n \n NordVPN \ud2b9\ubcc4 \ud560\uc778 \ubc1b\uae30 \u2192\n <\/a>\n <\/div>\n\n \n \n \uc2fc \uac83\ucc98\ub7fc \ubcf4\uc774\ub294 \ud568\uc815 \u2014 \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uacfc \uc81c\ud2b8\ube14\ub8e8\uac00 \uc704\ud5d8\ud55c \uc774\uc720\n <\/h2>\n\n \n \n ![\"\ub85c\uc584](\"http:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-28T183905.566.png\"\n)
\n \n \u25b2 \uac89\ubcf4\uae30\uc5d4 \uc800\uc810 \ub9e4\uc218 \uae30\ud68c, \uc18d\uc73c\ub85c\ub294 \ube44\uc6a9 \uc555\ubc15\uc774 \uace0\uc774\ub294 \uac00\uce58 \ud568\uc815 \uacbd\uace0 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \ud22c\uc790\uc758 \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \uc704\ud5d8\ud55c \uc21c\uac04\uc740 \uacf5\ud3ec\uc5d0 \ube60\uc838 \ud314\uc544\uc57c \ud560 \ub54c\uac00 \uc544\ub2c8\ub2e4. \uc624\ud788\ub824 ‘\uc774 \uc815\ub3c4\uba74 \uc2f8\uc9c0 \uc54a\ub098?’ \ud558\ub294 \ud655\uc2e0\uc774 \ub4e4 \ub54c\ub2e4. \uace0\uc810 \ub300\ube44 30~40% \ube60\uc9c4 \uc8fc\uac00, \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc0b4\uc544\ub0a8\uc740 \ube0c\ub79c\ub4dc\ub77c\ub294 \ud6c4\uad11, \ub2e8\uae30\uc801\uc778 \uacbd\uc7c1\uc0ac \uc545\uc7ac\u2026 \uc774 \ubaa8\ub4e0 \uac83\uc774 \uacb9\uccd0 \uc788\uc744 \ub54c \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \uac15\ud55c \ub9e4\uc218 \ucda9\ub3d9\uc744 \ub290\ub080\ub2e4. \uadf8\ub9ac\uace0 \ubc14\ub85c \uadf8 \ucda9\ub3d9\uc774 \uc790\ubcf8\uc744 \uc11c\uc11c\ud788 \ud0dc\uc6b0\ub294 ‘\uac00\uce58 \ud568\uc815’\uc758 \ucd9c\uc785\ubb38\uc774\ub2e4.\n <\/p>\n\n
\ub85c\uc584 \uce90\ub9ac\ube44\uc5b8(RCL): \ub9cc\uc120 \ud06c\ub8e8\uc988\uc758 \uc5ed\uc124<\/h3>\n
\n \ud06c\ub8e8\uc988 \ubc30\ub294 \uaf49 \ucc28 \uc788\ub2e4. \ud32c\ub370\ubbf9 \uc774\ud6c4 \ubcf4\ubcf5 \uc5ec\ud589 \uc218\uc694\uac00 \ud130\uc9c0\uba74\uc11c \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc758 \uac1d\uc2e4 \uac00\ub3d9\ub960\uc740 \uc624\ub7ab\ub3d9\uc548 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\ub2e4. \ud45c\uc900\ud654 \ud68c\uacc4 \uae30\uc900\uc73c\ub85c\ub3c4 ROE\uac00 10~13% \uc218\uc900\uc73c\ub85c \ub098\uc058\uc9c0 \uc54a\ub2e4. \uadf8\ub7f0\ub370 \uc65c \uc774 \ud68c\uc0ac\ub97c \uc8fc\uc758\ud574\uc57c \ud560\uae4c?\n <\/p>\n
\n \ud06c\ub8e8\uc988 \uc0b0\uc5c5\uc5d0\uc11c \uc5f0\ub8cc\ube44\ub294 \uac00\uc7a5 \ud070 \uace0\uc815\ube44 \ud56d\ubaa9\uc774\ub2e4. \uc55e\uc11c \uc6b0\ub9ac\uac00 \ubd84\uc11d\ud55c \uc5d0\ub108\uc9c0 \uc139\ud130\uc758 \uad6c\uc870\uc801 \uac15\uc138, \uc989 \uc720\uac00\uac00 \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \uc804\ub9dd\uc740 \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc5d0\ub294 \uc815\ubc18\ub300\uc758 \uc758\ubbf8\ub2e4. \uc6d0\uac00\uc758 \ud558\ubc29 \uacbd\uc9c1\uc131, \ub2e4\uc2dc \ub9d0\ud574 \uc5f0\ub8cc\ube44\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \uad6c\uc870\uc801 \uc7a5\ubcbd\uc744 \ub9cc\ub09c \uac83\uc774\ub2e4. \uc778\ud50c\ub808\uc774\uc158\uc5d0 \uc9c0\uce5c \uc18c\ube44\uc790\ub4e4\uc740 \uac00\uaca9\uc5d0 \uadf9\ub3c4\ub85c \ubbfc\uac10\ud574\uc84c\uace0, \uac12\ube44\uc2fc \ud06c\ub8e8\uc988 \ub300\uc2e0 \uc800\ub834\ud55c \ub300\uccb4\uc7ac\ub85c \uc18c\ube44\ub97c \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\ub2e4. \ud2f0\ucf13 \uac00\uaca9\uc744 \uc62c\ub824 \ube44\uc6a9\uc744 \uc804\uac00\ud558\uae30\uac00 \uc810\uc810 \uc5b4\ub824\uc6cc\uc9c0\uace0 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4.\n <\/p>\n
\n \ud32c\ub370\ubbf9 \uae30\uac04 \uc0dd\uc874\uc744 \uc704\ud574 \ub04c\uc5b4\ub2e4 \uc4f4 \ub9c9\ub300\ud55c \ubd80\ucc44\uc758 \uc774\uc790 \ube44\uc6a9, \ucc9c\uc815\ubd80\uc9c0\ub85c \uc624\ub978 \uc778\uac74\ube44\uae4c\uc9c0 \ub354\ud558\uba74, \ud604\uc7ac\uc758 \uc8fc\uac00\uc5d0\ub294 \uc55e\uc73c\ub85c \uba87 \ub144\uac04 \uc9c0\uae08\uc758 \uc218\uc775\uc131\uc774 \uadf8\ub300\ub85c \uc720\uc9c0\ub420 \uac83\uc774\ub77c\ub294 \uadf9\ub3c4\ub85c \ub099\uad00\uc801\uc778 \uac00\uc815\uc774 \uae54\ub824 \uc788\ub2e4. \ud604\uc2e4\uc744 \ubc18\uc601\ud558\uba74 \uc9c0\uae08 \uc8fc\uac00\ub294 \uacb0\ucf54 \uc2f8\uc9c0 \uc54a\ub2e4.\n <\/p>\n\n
\uc81c\ud2b8\ube14\ub8e8(JBLU): \uc18c\ube44\uc790\uc758 \ucc9c\uad6d, \uc8fc\uc8fc\uc758 \uc9c0\uc625<\/h3>\n
\n \uc194\uc9c1\ud788 \ub9d0\ud558\uc790. \uc81c\ud2b8\ube14\ub8e8\ub294 \ud6cc\ub96d\ud55c \ud56d\uacf5\uc0ac\ub2e4. \ub300\ud615 \ud56d\uacf5\uc0ac\ubcf4\ub2e4 \ub113\uc740 \uc88c\uc11d, \ud504\ub9ac\ubbf8\uc5c4 \ube44\uc988\ub2c8\uc2a4 \ud074\ub798\uc2a4 ‘\ubbfc\ud2b8’\uc758 \ud488\uc9c8\uc744 \ud6e8\uc52c \ub0ae\uc740 \uac00\uaca9\uc5d0 \uc81c\uacf5\ud55c\ub2e4. \uc18c\ube44\uc790 \uc785\uc7a5\uc5d0\uc11c \uc774\ubcf4\ub2e4 \uc88b\uc740 \uc120\ud0dd\uc740 \uc5c6\ub2e4. \ud558\uc9c0\ub9cc \uc8fc\uc8fc \uc785\uc7a5\uc5d0\uc11c \uc774 \uad6c\uc870\ub294 \uc7ac\uc559\uc774\ub2e4.\n <\/p>\n
\n \uc81c\ud2b8\ube14\ub8e8\ub294 \uace0\ube44\uc6a9 \uad6c\uc870\ub85c \ud6cc\ub96d\ud55c \uc11c\ube44\uc2a4\ub97c \ub9cc\ub4e4\uc5b4 \ub193\uace0, \uacbd\uc7c1 \uc555\ubc15 \ub54c\ubb38\uc5d0 \uc800\uac00\ud56d\uacf5\uc0ac \uc218\uc900\uc758 \uc694\uae08\uc73c\ub85c \ud45c\ub97c \ud314\uace0 \uc788\ub2e4. \ub378\ud0c0\ucc98\ub7fc \uac15\ub825\ud55c \ube0c\ub79c\ub4dc \ud30c\uc6cc\ub85c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc720\uc9c0\ud560 \uc218\ub3c4 \uc5c6\uace0, \uc2a4\ud53c\ub9bf\ucc98\ub7fc \uc11c\ube44\uc2a4\ub97c \ud3ec\uae30\ud558\uace0 \ucd08\uc800\uac00\ub85c \ub0b4\ub824\uac08 \uc218\ub3c4 \uc5c6\ub294 ‘\uc911\uac04\uc9c0\ub300’\uc5d0 \uac07\ud600 \uc788\ub2e4. \uadf8 \uacb0\uacfc 2020\ub144 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc9c0\uae08\uae4c\uc9c0 ROE\uac00 \ub2e8 \ud55c \ubc88\ub3c4 \ud50c\ub7ec\uc2a4\ub85c \ub3cc\uc544\uc624\uc9c0 \ubabb\ud588\ub2e4.\n <\/p>\n
\n \uacbd\uc7c1\uc0ac \uc2a4\ud53c\ub9bf\ud56d\uacf5\uc758 \ud30c\uc0b0\uc73c\ub85c \ub2e8\uae30 \ubc18\uc0ac \uc774\uc775\uc774 \uae30\ub300\ub41c\ub2e4\ub294 \ub274\uc2a4\uc5d0 \uc8fc\uac00\uac00 \ubc18\ub4f1\ud588\uc744 \ub54c, \uadf8\uac83\uc740 ‘\ub370\ub4dc\ucea3 \ubc14\uc6b4\uc2a4(Dead Cat Bounce)’\uc600\ub2e4. 5\ub144\uac04 70~80% \ud3ed\ub77d\ud55c \uc8fc\uc2dd\uc774 30% \ud280\uc5b4 \uc62c\ub790\ub2e4\uace0 \ucd94\uc138\uac00 \uc804\ud658\ub41c \uac83\uc774 \uc544\ub2c8\ub2e4. \uad6c\uc870\uc801 \uacbd\uc7c1\ub825\uc744 \uac16\ucd94\uc9c0 \ubabb\ud55c \uae30\uc5c5\uc5d0 \ub358\uc9c0\ub294 ‘\uc800\uac00 \ub9e4\uc218’\ub294 \ubd88\uad6c\ub369\uc774\uc5d0 \uc7a5\uc791\uc744 \ub354 \ub123\ub294 \ud589\uc704\ub2e4.\n <\/p>\n\n \n
\n \n \n \n \uad6c\ubd84<\/th>\n \ubca0\uc774\ucee4 \ud734\uc988 \/ \ud504\ub85c\ud398\ud2b8\ub85c<\/th>\n \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8 \/ \uc81c\ud2b8\ube14\ub8e8<\/th>\n <\/tr>\n <\/thead>\n \n \n \ube44\uc6a9 \ud1b5\uc81c<\/td>\n \u2713 \uac00\ub2a5<\/td>\n \u2717 \ubd88\uac00\ub2a5<\/td>\n <\/tr>\n \n \uac00\uaca9 \uc804\uac00\ub825<\/td>\n \u2713 \ub192\uc74c (\uacf5\uae09 \ubcd1\ubaa9)<\/td>\n \u2717 \ub0ae\uc74c (\ub300\uccb4\uc7ac \u591a)<\/td>\n <\/tr>\n \n \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc601\ud5a5<\/td>\n \uc218\ud61c (\uc5d0\ub108\uc9c0\u2191 = \ub9e4\ucd9c\u2191)<\/td>\n \ud53c\ud574 (\uc5d0\ub108\uc9c0\u2191 = \ube44\uc6a9\u2191)<\/td>\n <\/tr>\n \n \uc2e4\uc81c \uc218\uc775\uc131 \ucd94\uc138<\/td>\n \uc0c1\uc2b9 \uc608\uc0c1<\/td>\n \ub9c8\uc9c4 \uc555\ubc15 \uc9c0\uc18d<\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/div>\n\n \n \n \ud83d\udccb \uc624\ub298 \ubc24 \ubc14\ub85c \uc2e4\ucc9c\ud558\ub294 \ud22c\uc790 \uc804\ub7b5 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\n <\/h2>\n\n \n \n \n 1<\/div>\n \n \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uc139\ud130 \uc885\ubaa9 \uc2a4\ud06c\ub9ac\ub2dd \u2014 GAAP \uc218\uce58\ub97c \uc758\uc2ec\ud558\ub77c<\/strong>\n \n \ubca0\uc774\ucee4 \ud734\uc988(BKR), \ud504\ub85c\ud398\ud2b8\ub85c(PUMP), \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0(LBRT)\ub97c \uad00\uc2ec \uc885\ubaa9\uc5d0 \ucd94\uac00\ud558\uace0, \uc99d\uad8c\uc0ac \ub9ac\uc11c\uce58\uc758 \ub2e8\uc21c ROA \uc218\uce58\uac00 \uc544\ub2cc \ud604\uae08\ud750\ub984(FCF)\uacfc \uc790\ubcf8\uc9c0\ucd9c \ub300\ube44 \uc774\uc775 \ucd94\uc138\ub97c \ud568\uaed8 \ud655\uc778\ud558\uc138\uc694. Yahoo Finance\uc758 ‘Cash Flow’ \ud0ed\uc5d0\uc11c Operating Cash Flow\uac00 \uafb8\uc900\ud788 \uc6b0\uc0c1\ud5a5\ud558\uace0 \uc788\ub294\uc9c0\ubd80\ud130 \uccb4\ud06c\ud569\ub2c8\ub2e4.\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n
\n \n 2<\/div>\n \n \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub0b4 \uc5d0\ub108\uc9c0\u00b7AI \uc778\ud504\ub77c \ub178\ucd9c \ube44\uc911 \uc810\uac80<\/strong>\n \n \ud604\uc7ac \ub0b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc5d0\ub108\uc9c0 \uc139\ud130\uc5d0 \ucda9\ubd84\ud788 \ub178\ucd9c\ub418\uc5b4 \uc788\ub294\uc9c0 \ud655\uc778\ud558\uc138\uc694. S&P500 ETF(SPY, VOO)\ub294 \uc5d0\ub108\uc9c0 \ube44\uc911\uc774 5%\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. XLE(\uc5d0\ub108\uc9c0 \uc139\ud130 ETF)\ub098 OIH(\uc11d\uc720 \uc11c\ube44\uc2a4 ETF)\ub97c \ud1b5\ud574 \ubcc4\ub3c4 \ube44\uc911\uc744 \ucd94\uac00\ud558\ub294 \ubc29\ubc95\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d \ud22c\uc790\uc790\ub77c\uba74 \ud658\uc728 \ud5e4\uc9c0 \uc5ec\ubd80\ub3c4 \ud568\uaed8 \uac80\ud1a0\ud558\uc138\uc694.\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n
\n \n 3<\/div>\n \n \uac00\uce58 \ud568\uc815 \uc885\ubaa9 \uc7ac\uc810\uac80 \u2014 \ube44\uc6a9 \uc804\uac00\ub825\uc774 \uc5c6\ub294 \uae30\uc5c5\uc740 \uc81c\uac70<\/strong>\n \n \ud604\uc7ac \ubcf4\uc720 \uc885\ubaa9 \uc911 \ud56d\uacf5\uc0ac, \ud06c\ub8e8\uc988, \uc721\uc0c1 \uc6b4\uc1a1\ucc98\ub7fc \uc5f0\ub8cc\ube44 \ube44\uc911\uc774 \ub192\uace0 \uac00\uaca9 \uc804\uac00\ub825\uc774 \ub0ae\uc740 \uae30\uc5c5\uc774 \uc788\ub2e4\uba74 ‘\uace0\uc810 \ub300\ube44 \ub9ce\uc774 \ube60\uc84c\ub2e4’\ub294 \uc774\uc720\ub9cc\uc73c\ub85c \ubcf4\uc720\ub97c \uc815\ub2f9\ud654\ud558\uace0 \uc788\uc9c0 \uc54a\uc740\uc9c0 \ub0c9\ucca0\ud558\uac8c \uc810\uac80\ud558\uc138\uc694. \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc774 \uad6c\uc870\uc801 \ube44\uc6a9 \uc0c1\uc2b9\uc5d0 \ub300\uc751\ud558\uc9c0 \ubabb\ud55c\ub2e4\uba74 \uc8fc\uac00 \ud558\ub77d\uc740 \ub05d\uc774 \uc544\ub2d0 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n \n
\n \ub9c8\uce58\uba70 \u2014 \uc790\ubcf8\uc740 \ud56d\uc0c1 \uc0dd\uac01\uc9c0 \ubabb\ud55c \uacbd\uacc4\uc120\uc5d0\uc11c \uae30\ud68c\ub97c \ub9cc\ub4e0\ub2e4\n <\/h2>\n\n
\n \ud759\uba3c\uc9c0 \ub0a0\ub9ac\ub294 \ud14d\uc0ac\uc2a4 \uc720\uc804 \ud604\uc7a5\uacfc \ubc18\ub3c4\uccb4 \uce69\uc774 \uc6c5\uc6c5 \ub3cc\uc544\uac00\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uac00 \uc804\ub825\uc774\ub77c\ub294 \ub9e4\uac1c\uccb4\ub97c \ud1b5\ud574 \ud558\ub098\uc758 \uacbd\uc81c \uc0dd\ud0dc\uacc4\ub85c \uc5f0\uacb0\ub418\uace0 \uc788\ub2e4. \uc774 \uad50\ucc28\uc810\uc5d0\uc11c \uc7a5\ubd80\uc0c1\uc758 \uc218\uce58 \ub4a4\uc5d0 \uc228\uaca8\uc9c4 \uc9c4\uc9dc \uc218\uc775\uc744 \uc870\uc6a9\ud788 \uc313\uc544\uac00\uace0 \uc788\ub294 \uae30\uc5c5\ub4e4\uc744 \uc2dc\uc7a5\uc740 \uc544\uc9c1 \ubc1c\uacac\ud558\uc9c0 \ubabb\ud588\ub2e4.\n <\/p>\n
\n \ud22c\uc790\uc758 \ud575\uc2ec\uc740 \uac00\uaca9 \uacb0\uc815\uad8c(Pricing Power)<\/strong>\uc744 \uc954 \uae30\uc5c5\uc744 \uc0ac\ub294 \uac83\uc774\ub2e4. \ube44\uc6a9\uc744 \ud1b5\uc81c\ud558\uac70\ub098 \uace0\uac1d\uc5d0\uac8c \uc804\uac00\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\uacfc, \ube44\uc6a9\uc740 \ud1b5\uc81c\uac00 \uc548 \ub418\uace0 \uac00\uaca9\uc740 \uc2dc\uc7a5\uc5d0 \uc9c8\uc9c8 \ub04c\ub824\ub2e4\ub2c8\ub294 \uae30\uc5c5 \uc0ac\uc774\uc758 \uaca9\ucc28\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a0\uc218\ub85d \ubc8c\uc5b4\uc9c4\ub2e4. \uc774 \uad6c\uc870\uc801 \ucc28\uc774\ub97c \ud30c\uc545\ud558\ub294 \uac83\uc774 \ub2e8\uc21c\ud788 \uc8fc\uac00 \ucc28\ud2b8\ub97c \ubcf4\uac70\ub098 \uc7a5\ubd80\uc0c1 \uc22b\uc790\ub97c \uc77d\ub294 \uac83\ubcf4\ub2e4 \ud22c\uc790 \uc218\uc775\ub960\uc5d0 \ud6e8\uc52c \ub354 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4.\n <\/p>\n \n \uadf8\ub9ac\uace0 \ub9c8\uc9c0\ub9c9 \uc9c8\ubb38 \ud558\ub098\ub97c \ub3c5\uc790 \uc5ec\ub7ec\ubd84\uaed8 \ub4dc\ub9ac\uace0 \uc2f6\ub2e4. \ud14d\uc0ac\uc2a4\uc758 \uc720\uc804 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc774 AI \uc0b0\uc5c5\uc758 \uc228\uaca8\uc9c4 \ubc30\ud130\ub9ac\uac00 \ub41c \uac83\ucc98\ub7fc, \uc9c0\uae08 \uc6b0\ub9ac \uc8fc\ubcc0\uc758 \ub0a1\uace0 \uc624\ub798\ub41c \uc804\ud1b5 \uc0b0\uc5c5 \uc911\uc5d0 \ubbf8\ub798 \ucca8\ub2e8 \uae30\uc220\uc758 \uba85\uc904\uc744 \uc950\uace0 \uc788\ub294 \ub610 \ub2e4\ub978 \uc228\uc740 \ubcc0\uae30\uac00 \uc788\uc9c0 \uc54a\uc744\uae4c? \ub208\uc744 \uc5f4\uace0 \ud30c\ub3c4 \uc544\ub798\uc758 \ud574\ub958\ub97c \ubcf4\ub294 \ud6c8\ub828, \uadf8\uac83\uc774 \uc9c4\uc9dc \ud22c\uc790\uc790\uc758 \uadfc\uc721\uc774\ub2e4.\n <\/p>\n\n \n
\n \ud83c\udf99\ufe0f \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624<\/div>\n \ub354 \uc0dd\uc0dd\ud55c \uc2dc\ud669 \ubd84\uc11d\uacfc \uc2e4\uc2dc\uac04 \ud22c\uc790 \uc804\ub7b5\uc774 \uad81\uae08\ud558\ub2e4\uba74?<\/h3>\n
\n \ub9e4\uc8fc \uc5c5\ub370\uc774\ud2b8\ub418\ub294 \uc5d0\ub108\uc9c0\u00b7AI\u00b7\ube45\ud14c\ud06c \uc2ec\uce35 \ubd84\uc11d\uacfc \ubbf8\uad6d \uc8fc\uc2dd \uc2e4\uc804 \uc804\ub7b5\uc744 \ud31f\uce90\uc2a4\ud2b8\uc640 \uc720\ud29c\ube0c \ucc44\ub110 ‘\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624’<\/strong>\uc5d0\uc11c \ubc14\ub85c \ub9cc\ub098\ubcf4\uc138\uc694.\n <\/p>\n \n \n \ud83c\udfac \uc720\ud29c\ube0c \ubc14\ub85c\uac00\uae30\n <\/a>\n \n \ud83c\udfa7 \ud31f\uce90\uc2a4\ud2b8 \uad6c\ub3c5\ud558\uae30\n <\/a>\n <\/div>\n <\/div>\n\n \n \n \u2753 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)\n <\/h2>\n\n \n \n \n \u25b6 \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc5d0 \ud22c\uc790\ud558\ub824\uba74 \uc5b4\ub290 \uc99d\uad8c\uc0ac \uacc4\uc88c\uac00 \uc88b\ub098\uc694?\n <\/summary>\n \n \ud55c\uad6d \uac70\uc8fc\uc790\ub77c\uba74 \ud0a4\uc6c0\uc99d\uad8c\u00b7\ubbf8\ub798\uc5d0\uc14b\u00b7\uc0bc\uc131\uc99d\uad8c\uc758 \ud574\uc678\uc8fc\uc2dd \uacc4\uc88c\ub97c \ud1b5\ud574 BKR \ub9e4\uc218\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4. \ubbf8\uad6d \uac70\uc8fc\uc790\ub77c\uba74 Charles Schwab, Fidelity, Interactive Brokers \ub4f1\uc744 \ucd94\ucc9c\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc7a5\uae30 \ubcf4\uc720 \ubaa9\uc801\uc774\ub77c\uba74 401(k) \ub610\ub294 IRA \uacc4\uc88c \ub0b4\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uc139\ud130 ETF(OIH, XLE)\ub97c \ud1b5\ud574 \uac04\uc811 \ub178\ucd9c\ud558\ub294 \ubc29\ubc95\ub3c4 \uace0\ub824\ud558\uc138\uc694. \ud55c\uad6d \ud22c\uc790\uc790\ub294 \uc5f0 250\ub9cc \uc6d0 \uc774\uc0c1 \uc591\ub3c4\ucc28\uc775 \ubc1c\uc0dd \uc2dc \uc591\ub3c4\uc18c\ub4dd\uc138 22%(\uc9c0\ubc29\uc138 \ud3ec\ud568)\uac00 \ubd80\uacfc\ub418\ubbc0\ub85c, \uc5f0\ub9d0 \uc804 \uc190\uc775\ud1b5\uc0b0 \ub9e4\ub9e4\ub97c \ud1b5\ud55c \uc808\uc138 \uc804\ub7b5\ub3c4 \ud568\uaed8 \uacc4\ud68d\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.\n <\/div>\n <\/details>\n\n \n \n \u25b6 \uc720\uac00\uac00 \ub5a8\uc5b4\uc9c0\uba74 \ubca0\uc774\ucee4 \ud734\uc988 \uac19\uc740 \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uae30\uc5c5\ub3c4 \ud0c0\uaca9\uc744 \ubc1b\uc9c0 \uc54a\ub098\uc694?\n <\/summary>\n \n \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc720\uac00 \ud558\ub77d\uc774 \uc720\uc804 \uac1c\ubc1c \ud22c\uc790 \uc704\ucd95\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc5b4 \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uae30\uc5c5\ub3c4 \uc601\ud5a5\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uacbd\uc6b0 \uc774\ubbf8 \uacc4\uc57d\ub41c LNG \uc124\ube44 \ud504\ub85c\uc81d\ud2b8\uc640 \uc7a5\uae30 \uc720\uc9c0\ubcf4\uc218 \uacc4\uc57d \ube44\uc911\uc774 \ub192\uc544 \uc21c\uc218 \uc720\uac00 \uc5f0\ub3d9 \ube44\uc728\uc774 \ub0ae\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud504\ub85c\ud398\ud2b8\ub85c\u00b7\ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uacf5\uae09\uc774\ub77c\ub294 \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc774 \uc0dd\uaca8 \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uc0ac\uc774\ud074\uacfc \ub3c5\ub9bd\uc801\uc778 \ub9e4\ucd9c \uae30\ubc18\uc774 \uad6c\ucd95\ub418\uace0 \uc788\ub2e4\ub294 \uc810\uc774 \uacfc\uac70\uc640 \ub2e4\ub978 \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4.\n <\/div>\n <\/details>\n\n \n \n \u25b6 \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc740 \ubb34\uc870\uac74 \uc548 \ub41c\ub2e4\ub294 \uac74\uac00\uc694? \uc5b8\uc81c \uc0b4 \uc218 \uc788\uc744\uae4c\uc694?\n <\/summary>\n \n \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc774 \uc601\uc6d0\ud788 \ud22c\uc790 \ubd88\uac00\ub2a5\ud55c \uae30\uc5c5\uc774\ub77c\ub294 \ub73b\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ub2e4\ub9cc \ud604\uc7ac\uc758 \uc8fc\uac00\ub294 \ube44\uc6a9 \uc555\ubc15\uc774 \ud574\uc18c\ub418\uac70\ub098 \uc18c\ube44\uc790 \uc2ec\ub9ac\uac00 \ubc18\uc804\ub418\ub294 \uc0c1\ud669\uc744 \uc544\uc9c1 \ubc18\uc601\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4\ub294 \uac83\uc774 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uc720\uac00\uac00 \uad6c\uc870\uc801\uc73c\ub85c \ud558\ub77d \uc804\ud658\ub418\uac70\ub098, \ubd80\ucc44 \uad6c\uc870\uac00 \uac1c\uc120\ub418\uc5b4 \uc774\uc790 \ube44\uc6a9\uc774 \uc904\uace0, \ud504\ub9ac\ubbf8\uc5c4 \ud06c\ub8e8\uc988 \uc218\uc694\uac00 \ub2e4\uc2dc \uac15\ud574\uc9c0\ub294 \uc2dc\uc810\uc5d0 \uc7ac\uac80\ud1a0\ud558\ub294 \uac83\uc774 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4. \uc9c0\uae08\uc740 \ub2e8\uc21c\ud788 ‘\uace0\uc810 \ub300\ube44 \uc2f8\ub2e4’\ub294 \uc774\uc720\ub9cc\uc73c\ub85c \ub9e4\uc218\ud558\ub294 \uac83\uc744 \uc8fc\uc758\ud574\uc57c \ud55c\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4.\n <\/div>\n <\/details>\n <\/div>\n\n \n \n \ud83d\udccc \ud22c\uc790 \uc720\uc758\uc0ac\ud56d (Disclaimer)<\/strong>
\n \ubcf8 \ucf58\ud150\uce20\ub294 seoulcast.com\uc758 \uc815\ubcf4 \uc81c\uacf5 \ubaa9\uc801\uc73c\ub85c \uc791\uc131\ub418\uc5c8\uc73c\uba70, \ud2b9\uc815 \uc885\ubaa9\uc5d0 \ub300\ud55c \ub9e4\uc218\u00b7\ub9e4\ub3c4 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ubaa8\ub4e0 \ud22c\uc790 \uacb0\uc815\uc5d0 \ub300\ud55c \ucc45\uc784\uc740 \ud22c\uc790\uc790 \ubcf8\uc778\uc5d0\uac8c \uc788\uc73c\uba70, \uc2e4\uc81c \ud22c\uc790 \uc804 \ubc18\ub4dc\uc2dc \uacf5\uc778 \uc7ac\ubb34 \uc5b4\ub4dc\ubc14\uc774\uc800(CFP)\uc640 \uc0c1\ub2f4\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4. \uc5b8\uae09\ub41c \uae30\uc5c5 \ubc0f \uc218\uce58\ub294 \ucc38\uace0 \ubaa9\uc801\uc774\uba70 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub530\ub77c \ubcc0\ub3d9\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n <\/div>\n\n \n \n \n \ud83d\udd16 \ub300\ud45c \ud0a4\uc6cc\ub4dc:\n <\/span>\n \ubbf8\uad6d \uc8fc\uc2dd<\/span>\n \uc5d0\ub108\uc9c0 \uc139\ud130<\/span>\n AI \uc778\ud504\ub77c<\/span>\n \ubca0\uc774\ucee4 \ud734\uc988<\/span>\n \ud504\ub85c\ud398\ud2b8\ub85c<\/span>\n \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0<\/span>\n S&P500<\/span>\n \uc8fc\uc2dd \ud22c\uc790 \uc804\ub7b5<\/span>\n \uac00\uce58 \ud568\uc815<\/span>\n \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624<\/span>\n \uc7ac\uc0b0\uc5c5\ud654<\/span>\n \ud504\ub799\ud50c\ub9bf<\/span>\n ROA<\/span>\n \ubbf8\uc99d\uc2dc \uc2dc\ud669<\/span>\n seoulcast<\/span>\n <\/div>\n\n<\/div>\n\n\n\n\n\n\n\n
\n - \n
- \n 01<\/span>\n S&P500 \ub0b4 \uc5d0\ub108\uc9c0 \ube44\uc911\uc774 30%\u21925%\ub85c \ucd95\uc18c\ub41c \uc9c0\uae08, \uc720\uac00 \ucda9\uaca9\uc774 \uac70\uc2dc\uacbd\uc81c\ub97c \ubc15\uc0b4\ub0c8\ub358 1970\ub144\ub300\uc2dd \uacf5\uc2dd\uc740 \ub354 \uc774\uc0c1 \uc791\ub3d9\ud558\uc9c0 \uc54a\ub294\ub2e4.<\/span>\n <\/li>\n
- \n 02<\/span>\n \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc758 \uc7a5\ubd80\uc0c1 ROA 5%\ub294 \ud68c\uacc4 \ucc29\uc2dc\ub2e4. \ud45c\uc900\ud654 \uae30\uc900\uc73c\ub85c \uc7ac\uacc4\uc0b0\ud558\uba74 \uc2e4\uc81c ROA\ub294 15%\uc5d0 \ub2ec\ud558\uba70, LNG \uacc4\uc57d \ucd9c\ud558\uac00 \ubcf8\uaca9\ud654\ub418\uba74 \ub9c8\uc9c4\uc740 \ub354 \ud3ed\ubc1c\uc801\uc73c\ub85c \ub298\uc5b4\ub09c\ub2e4.<\/span>\n <\/li>\n
- \n 03<\/span>\n \ud504\ub85c\ud398\ud2b8\ub85c\u00b7\ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\uc758 ‘\ud504\ub799\ud50c\ub9bf’ \ubc1c\uc804\uae30\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc989\uc2dc \uc804\ub825\uc744 \uacf5\uae09\ud558\ub294 \ub3d9\uc2dc\uc5d0, \uc720\uc804 \uc7a5\ube44 \uacf5\uae09 \ubd80\uc871\uc744 \uc720\ubc1c\ud574 \uae30\uc874 \uc784\ub300\ub8cc(\ub370\uc774\ub808\uc774\ud2b8)\uae4c\uc9c0 \ubc00\uc5b4 \uc62c\ub9ac\ub294 \uc774\uc911 \uc218\uc775 \uad6c\uc870\ub97c \uc644\uc131\ud588\ub2e4.<\/span>\n <\/li>\n <\/ul>\n <\/div>\n\n \n
\n \ud30c\ub3c4\uac00 \uc544\ub2cc \ud574\ub958\ub97c \ubcf4\ub77c \u2014 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \uc9c4\uc9dc \ub0b4\ub7ec\ud2f0\ube0c\n <\/h2>\n\n
\n \ub9e4\uc77c \uc3df\uc544\uc9c0\ub294 \uc911\ub3d9\ubc1c \uc9c0\uc815\ud559\uc801 \ub274\uc2a4 \uc18d\uc5d0\uc11c \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \uc27d\uac8c \uc9c0\ud45c\uba74\uc758 \uc18c\uc74c\uc5d0 \uc2dc\uc120\uc744 \ube7c\uc557\uae34\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611\uc758 \uad70\ud568 \uae30\ub3d9, \uc774\ub780 \uc81c\uc7ac\uc758 \uac15\ub3c4 \uc870\uc808, \uc0b0\uc720\uad6d\ub4e4\uc758 \uac10\uc0b0 \ud569\uc758 \uc5ec\ubd80. \uc774 \ubaa8\ub4e0 \uac83\ub4e4\uc740 \ubd84\uba85 \ub2e8\uae30 \uc720\uac00\ub97c \ucd9c\ub801\uc774\uac8c \ub9cc\ub4e4\uc9c0\ub9cc, \uadf8\uac83\uc774 \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc758 \ubcf8\uc9c8\uc744 \uacb0\uc815\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4.\n <\/p>\n
\n \uc9c4\uc9dc \ud22c\uc790\uc790\ub77c\uba74 \ud30c\ub3c4 \uc544\ub798\uc5d0\uc11c \uc870\uc6a9\ud788 \ubc29\ud5a5\uc744 \ubc14\uafb8\uace0 \uc788\ub294 ‘\ud574\ub958’\ub97c \ucd94\uc801\ud574\uc57c \ud55c\ub2e4. \uadf8 \ud574\ub958\uc758 \uc774\ub984\uc740 \ub450 \uac00\uc9c0\ub2e4. \ud558\ub098\ub294 \ubbf8\uad6d\uc758 \uc7ac\uc0b0\uc5c5\ud654(Re-industrialization)<\/strong>, \ub2e4\ub978 \ud558\ub098\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \ud3ed\ubc1c\uc801 \uc804\ub825 \uc218\uc694<\/strong>. \uc774 \ub450 \uac00\uc9c0 \uad6c\uc870\uc801 \ubcc0\ud654\ub294 \uc5d0\ub108\uc9c0 \uc139\ud130\ub97c \uc804\ud600 \ub2e4\ub978 \ubc29\uc2dd\uc73c\ub85c \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uadf8 \uc911\uc2ec\uc5d0\uc11c \uc2dc\uc7a5\uc774 \uc544\uc9c1 ‘\ub0a1\uc740 \uae30\uc5c5’\uc73c\ub85c \ubd84\ub958\ud558\ub294 \uba87\uba87 \ud68c\uc0ac\ub4e4\uc774 \uc870\uc6a9\ud788 \uc6c3\uace0 \uc788\ub2e4.\n <\/p>\n
\n \uc774 \uae00\uc740 \uc54c\ud2f0\ubbf8\ud2b8\ub9ac \ub9ac\uc11c\uce58(Altimetry Research)\uc758 \uc2ec\uce35 \ubd84\uc11d\uc744 \ud1a0\ub300\ub85c, \ud45c\uba74\uc801\uc778 \uc8fc\uac00 \ub4f1\ub77d \ub108\uba38\uc5d0 \uc788\ub294 \uae30\uc5c5\uc758 \uc9c4\uc9dc \uac00\uce58\ub97c \ub4e4\uc5ec\ub2e4\ubcf8\ub2e4. \uacb0\ub860\ubd80\ud130 \ub9d0\ud558\uc790\uba74: \uc2dc\uc7a5\uc740 \ud2c0\ub838\uace0, \uadf8 \ud2c8\uc0c8\uc5d0 \uae30\ud68c\uac00 \uc788\ub2e4.\n <\/p>\n\n \n
\n 1970\ub144\ub300\uc758 \uc720\ub839\uc740 \uc774\ubbf8 \uc8fd\uc5c8\ub2e4 \u2014 \ubbf8\uad6d \uacbd\uc81c\uc758 \uccb4\uc9c8 \ubcc0\ud654\n <\/h2>\n\n \n
\n\n \n \u25b2 1970\ub144\ub300 vs \ud604\uc7ac: S&P500 \ub0b4 \uc5d0\ub108\uc9c0 \ube44\uc911 30% \u2192 5%\ub85c\uc758 \uadf9\uc801\uc778 \ubcc0\ud654 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \uc5d0\ub108\uc9c0 \uae30\uc5c5 \ud22c\uc790\ub97c \uc774\uc57c\uae30\ud560 \ub54c\ub9c8\ub2e4 \uc5b4\uae40\uc5c6\uc774 \ub4f1\uc7a5\ud558\ub294 \ubc18\ub860\uc774 \uc788\ub2e4. “\uc720\uac00\uac00 \uc624\ub974\uba74 \uc778\ud50c\ub808\uc774\uc158\uc774 \ud130\uc9c0\uace0, \uacb0\uad6d \uc18c\ube44\uc790\uc640 \uacbd\uc81c \uc804\ubc18\uc774 \ud53c\ud574\ub97c \uc785\uc9c0 \uc54a\uc2b5\ub2c8\uae4c?” \uc774 \uac71\uc815\uc758 \uadfc\uc6d0\uc5d0\ub294 1973\ub144\uacfc 1979\ub144, \ub450 \ucc28\ub840\uc758 \uc624\uc77c\uc1fc\ud06c\uc5d0 \ub300\ud55c \uc9d1\ub2e8 \ud2b8\ub77c\uc6b0\ub9c8\uac00 \uae54\ub824 \uc788\ub2e4. \uadf8 \uc2dc\uc808 \uc720\uac00\uac00 \uce58\uc19f\uc790 \ubbf8\uad6d \uacbd\uc81c\ub294 \ub9d0 \uadf8\ub300\ub85c \ubc15\uc0b4\ub0ac\uace0, \uc2a4\ud0dc\uadf8\ud50c\ub808\uc774\uc158\uc774\ub77c\ub294 \ub054\ucc0d\ud55c \uc2dc\ub300\uac00 \uc5f4\ub838\ub2e4.\n <\/p>\n
\n \uadf8\ub7ec\ub098 \uadf8 \uacf5\ud3ec\ub294 \uc9c0\uae08\uc758 \ubbf8\uad6d \uacbd\uc81c \uad6c\uc870\uc5d0\ub294 \uc720\ud6a8\ud558\uc9c0 \uc54a\ub2e4. \uc218\uce58\uac00 \uc99d\uba85\ud55c\ub2e4. 1970\ub144\ub300 \ub2f9\uc2dc S&P500 \uc9c0\uc218\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uad00\ub828 \uc8fc\uc2dd\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 \uc57d 30%<\/strong>\uc5d0 \ub2ec\ud588\uace0, \ubbf8\uad6d \uac00\uacc4\uc758 \uac00\ucc98\ubd84\uc18c\ub4dd \uc911 10% \uc774\uc0c1<\/strong>\uc774 \uc8fc\uc720\ube44\ub85c \uc99d\ubc1c\ud588\ub2e4. \ubbf8\uad6d \uacbd\uc81c \uc790\uccb4\uac00 \uc11d\uc720\ub97c \uba39\uace0 \ub3cc\uc544\uac00\ub294 \uac70\ub300\ud55c \uae30\uacc4\uc600\ub358 \uc148\uc774\ub2e4. \uc774\ub7f0 \uad6c\uc870\uc5d0\uc11c \uc720\uac00 30% \uc0c1\uc2b9\uc740 \uc778\ud50c\ub808\uc774\uc158 9% \uae09\ub4f1\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \uc218\ud559\uc801 \ud544\uc5f0\uc774\uc5c8\ub2e4.\n <\/p>\n
\n \ubc18\uba74 2020\ub144\ub300\uc758 \ubbf8\uad6d\uc740 \uadfc\ubcf8\uc801\uc73c\ub85c \ub2e4\ub978 \ub098\ub77c\ub2e4. \ud604\uc7ac S&P500\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uc139\ud130\uc758 \ube44\uc911\uc740 \uc57d 5%<\/strong>\ub85c \ucabc\uadf8\ub77c\ub4e4\uc5c8\uace0, \uac00\uacc4 \uac00\ucc98\ubd84\uc18c\ub4dd \uc911 \uc8fc\uc720\ube44 \ube44\uc911\ub3c4 \ud55c \uc790\ub9bf\uc218 \ucd08\ubc18\ub300\ub85c \ub0b4\ub824\uc549\uc558\ub2e4. GDP 1\ub2ec\ub7ec\ub97c \ub9cc\ub4dc\ub294 \ub370 \ud544\uc694\ud55c \uc5d0\ub108\uc9c0\uc758 \uc591 \uc790\uccb4\uac00, \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\uc11c\ube44\uc2a4\u00b7\ud14c\ud06c\ub180\ub85c\uc9c0 \uc911\uc2ec \uacbd\uc81c\ub85c\uc758 \uc804\ud658\uc744 \uac70\uce58\uba70 \ub208\uc5d0 \ub744\uac8c \uc904\uc5b4\ub4e0 \uac83\uc774\ub2e4. \uadf8\ub798\uc11c \uace0\uc720\uac00\uc640 \uace0\uae08\ub9ac\uac00 \ub3d9\uc2dc\uc5d0 \uc791\uc6a9\ud558\ub294 \ud658\uacbd\uc5d0\uc11c\ub3c4 S&P500\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uac31\uc2e0\ud560 \uc218 \uc788\ub294 \uac83\uc774\ub2e4.\n <\/p>\n
\n \uc774 \uc810\uc744 \uc774\ud574\ud558\uba74 \ud22c\uc790\uc758 \ucd9c\ubc1c\uc120\uc774 \ub2ec\ub77c\uc9c4\ub2e4. \uc5d0\ub108\uc9c0 \uae30\uc5c5\uc774 \ud638\ud669\uc744 \ub204\ub9b0\ub2e4\ub294 \uac83\uc774 \uac70\uc2dc\uacbd\uc81c \ubd95\uad34\uc758 \uc804\uc870\uac00 \uc544\ub2cc, \ud2b9\uc815 \uc139\ud130\uc758 \uad6c\uc870\uc801 \uae30\ud68c\ub77c\ub294 \uc0ac\uc2e4\uc744 \ubc1b\uc544\ub4e4\uc77c \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uadf8\ub9ac\uace0 \ubc14\ub85c \uadf8 \uad6c\uc870\uc801 \uae30\ud68c \uc18d\uc5d0 \uc624\ub298\uc758 \uc8fc\uc778\uacf5\ub4e4\uc774 \uc788\ub2e4.\n <\/p>\n\n \n
\nSponsored \u00b7 Partner<\/div>\n\n\n\ud83d\udcbc \uae00\ub85c\ubc8c \ud504\ub9ac\ub79c\uc11c\ub85c \ub2ec\ub7ec \ubc84\ub294 \ubc95<\/div>\n\n Fiverr\uc5d0\uc11c \uc601\uc5b4 \ucf58\ud150\uce20\u00b7\ubc88\uc5ed\u00b7\ub514\uc790\uc778 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uace0 \ub9e4\ub2ec \ub2ec\ub7ec\ub97c \uc218\uc785\uc73c\ub85c \uc313\uc544\ubcf4\uc138\uc694. \ubbf8\uad6d \uac70\uc8fc\uc790\ub3c4, \ud55c\uad6d\uc5d0\uc11c\ub3c4 \ubc14\ub85c \uc2dc\uc791 \uac00\ub2a5. \uc7ac\ud14c\ud06c\uc758 \uccab \uac78\uc74c\uc740 \uc218\uc785\uc6d0 \ub2e4\uac01\ud654\uc785\ub2c8\ub2e4.\n <\/p>\n \n Fiverr \ubb34\ub8cc\ub85c \uc2dc\uc791\ud558\uae30 \u2192\n <\/a>\n <\/div>\n <\/div>\n <\/div>\n\n \n
\n \ud68c\uacc4\uac00 \uc228\uae34 \uc9c4\uc9dc \uc218\uc775 \u2014 \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc758 \ubc18\uc804\n <\/h2>\n\n \n
\n\n \n \u25b2 \uc77c\ubc18 \ud68c\uacc4(GAAP) vs \ud45c\uc900\ud654 \ud68c\uacc4: \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uc228\uaca8\uc9c4 ROA 15% \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n 1849\ub144 \uce98\ub9ac\ud3ec\ub2c8\uc544 \uace8\ub4dc\ub7ec\uc2dc \uc774\uc57c\uae30\ub97c \uaebc\ub0b4\ub294 \uc774\uc720\uac00 \uc788\ub2e4. \uae08\uc744 \uce94 \uad11\ubd80\ub4e4\ubcf4\ub2e4 \ub9ac\ubc14\uc774\uc2a4 \uccad\ubc14\uc9c0\ub97c \ud314\uace0, \uae08\uc735\uc744 \uc81c\uacf5\ud55c \uc6f0\uc2a4\ud30c\uace0\uac00 \ub354 \ud070\ub3c8\uc744 \ubc8c\uc5c8\ub2e4\ub294 \uadf8 \uad50\ud6c8\uc740 2020\ub144\ub300 \uc5d0\ub108\uc9c0\u00b7AI \ud22c\uc790\uc5d0\ub3c4 \uadf8\ub300\ub85c \uc801\uc6a9\ub41c\ub2e4. \ub204\uac00 \uc2e4\uc81c\ub85c \uae08\uc744 \uce90\ub294\uc9c0 \ub9de\ucd94\ub294 \uac83\ubcf4\ub2e4, \ucc44\uad74\uc744 \uc704\ud574 \ubc18\ub4dc\uc2dc \uac70\uccd0\uc57c \ud558\ub294 ‘\ubcd1\ubaa9’\uc744 \uc7a1\uace0 \uc788\ub294 \uae30\uc5c5\uc744 \ucc3e\ub294 \uac83\uc774 \ud6e8\uc52c \ud604\uba85\ud558\ub2e4.\n <\/p>\n
\n \uadf8 \ubcd1\ubaa9\uc758 \ub300\ud45c \uc8fc\uc790\uac00 \ubca0\uc774\ucee4 \ud734\uc988(Baker Hughes, BKR)<\/strong>\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc11d\uc720\u00b7\uac00\uc2a4 \ud0d0\uc0ac\uc758 \ucc98\uc74c\ubd80\ud130 \ub05d\uae4c\uc9c0, \uc2dc\ucd94 \uc7a5\ube44\uc640 \uc11c\ube44\uc2a4\ub97c \uacf5\uae09\ud558\ub294 \uc5c5\uacc4 \ud544\uc218\uc7ac\ub2e4. \ubbf8\uad6d \ub0b4 LNG \uc218\ucd9c \ud130\ubbf8\ub110 \uc124\ube44 \uad6c\ucd95\uc5d0 \ud544\uc694\ud55c \ud575\uc2ec \uc7a5\ube44\ub3c4 \uc0ac\uc2e4\uc0c1 \ubca0\uc774\ucee4 \ud734\uc988\uac00 \uc7a5\uc545\ud558\uace0 \uc788\ub2e4. \ub300\uccb4 \ubd88\uac00\ub2a5\ud55c \ud3ec\uc9c0\uc158\uc744 \uac16\ucd98 \uae30\uc5c5\uc774\uc9c0\ub9cc, \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc758 \uc2a4\ud06c\ub9b0\uc5d0\ub294 ‘\uc9c0\ub8e8\ud55c \uad6c\ud615 \uc0b0\uc5c5\uc8fc’\ub85c\ub9cc \ub72c\ub2e4. \uadf8 \uc774\uc720\ub294 \ub2e8 \ud558\ub098, \ud68c\uacc4 \uc65c\uace1 \ub54c\ubb38\uc774\ub2e4.\n <\/p>\n
\n \uc77c\ubc18\ud68c\uacc4\uae30\uc900(GAAP)\uc5d0 \ub530\ub974\uba74 \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uc790\uc0b0\uc218\uc775\ub960(ROA)\uc740 \uace0\uc791 5%<\/strong> \uc218\uc900\uc774\ub2e4. \uc694\uc998 \uc740\ud589 \uc608\uae08 \uae08\ub9ac\uc640 \ubcc4\ubc18 \ucc28\uc774 \uc5c6\ub294 \uc774 \uc22b\uc790 \ub54c\ubb38\uc5d0 \uae30\uad00 \ud22c\uc790\uc790\ub4e4\uc740 \uad00\uc2ec\uc744 \ub04a\uace0, \uc54c\uace0\ub9ac\uc998 \uc2a4\ud06c\ub9ac\ub108\ub294 \uc774 \uc885\ubaa9\uc744 \ub9e4\ub825\ub3c4 \ud558\uc704\uad8c\uc73c\ub85c \ubd84\ub958\ud55c\ub2e4. \uadf8\ub7f0\ub370 \uc774 5%\ub77c\ub294 \uc218\uce58\uc5d0\ub294 \ud568\uc815\uc774 \uc788\ub2e4.\n <\/p>\n
\n \ubca0\uc774\ucee4 \ud734\uc988\uac00 \ub9e4\ub144 \ubbf8\ub798\ub97c \uc704\ud574 \uc3df\uc544\ubd93\ub294 \ub9c9\ub300\ud55c R&D \ube44\uc6a9\uacfc \uc778\ud504\ub77c \uc720\uc9c0\ubcf4\uc218 \ube44\uc6a9\uc740, GAAP \ud68c\uacc4 \ud558\uc5d0\uc11c \uadf8 \ud574\uc758 ‘\ube44\uc6a9’\uc73c\ub85c \uc77c\uad04 \ucc98\ub9ac\ub41c\ub2e4. \ub2f9\ud574 \uc21c\uc774\uc775\uc740 \ub69d \ub5a8\uc5b4\uc9c0\uace0, \uc790\uc0b0 \uc7a5\ubd80\uac00\ub294 \uc65c\uace1\ub41c\ub2e4. \ubd84\uc790(\uc774\uc775)\ub294 \uc904\uace0 \ubd84\ubaa8(\uc790\uc0b0)\ub294 \ube44\ud2c0\ub9b0 \ucc44\ub85c ROA\ub97c \uacc4\uc0b0\ud558\ub2c8 5%\uac00 \ub098\uc62c \uc218\ubc16\uc5d0 \uc5c6\ub2e4. \uadf8\ub7ec\ub098 \uc774 R&D \ud22c\uc790\uc758 \uacbd\uc81c\uc801 \ud6a8\uacfc\uac00 \ud5a5\ud6c4 5~10\ub144\uc5d0 \uac78\uccd0 \uc9c0\uc18d\uc801\uc778 \ud604\uae08\ud750\ub984\uc744 \ub9cc\ub4e4\uc5b4\ub0bc \uc2e4\uc9c8 \uc790\uc0b0\uc774\ub77c\ub294 \uc0ac\uc2e4\uc740 \uc7a5\ubd80\uc5d0 \ubc18\uc601\ub418\uc9c0 \uc54a\ub294\ub2e4.\n <\/p>\n
\n \uc54c\ud2f0\ubbf8\ud2b8\ub9ac \ub9ac\uc11c\uce58\uac00 R&D\uc640 \uc790\ubcf8\uc9c0\ucd9c\uc744 \uc2e4\uc81c \uacbd\uc81c\uc801 \uc218\uba85\uc5d0 \ub9de\uac8c \uc790\uc0b0\ud654\ud558\uc5ec \uc774\uc775\uc744 \uc7ac\uacc4\uc0b0\ud55c \uacb0\uacfc, \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uc9c4\uc9dc ROA\ub294 15%<\/strong>\uc5d0 \ub2ec\ud55c\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ub4dc\ub7ec\ub0ac\ub2e4. \uc2dc\uc7a5\uc774 5%\uc9dc\ub9ac \ub178\ud6c4 \uc0b0\uc5c5\uc8fc\ub85c \ucde8\uae09\ud558\ub294 \ub3d9\uc548, \uc2e4\uc81c\ub85c\ub294 15%\uc758 \uc218\uc775\uc744 \ud604\uae08\uc73c\ub85c \ucc0d\uc5b4\ub0b4\uace0 \uc788\ub294 \uac83\uc774\ub2e4. \uc5ec\uae30\uc5d0 LNG \uc218\ucd9c \ud130\ubbf8\ub110 \uc124\ube44 \uacc4\uc57d\ub4e4\uc774 \ubcf8\uaca9\uc801\uc73c\ub85c \ucd9c\ud558 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud558\uba74, \uc774 \uc228\uaca8\uc9c4 \ub9c8\uc9c4\uc774 \ud3ed\ubc1c\uc801\uc73c\ub85c \ud655\ub300\ub420 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4.\n <\/p>\n\n \n
\n\ud83d\udcda \ucd94\ucc9c \ub3c4\uc11c<\/div>\n\ubbf8\uad6d \uc8fc\uc2dd \ub354 \uae4a\uc774 \uacf5\ubd80\ud558\uace0 \uc2f6\ub2e4\uba74?<\/div>\n\u2705 \ubbf8\uad6d \uc8fc\uc2dd \ubd84\uc57c \ucd5c\uc7a5\uc218 \ubca0\uc2a4\ud2b8\uc140\ub7ec<\/p>\n
\u2705 \uc0dd\ucd08\ubcf4\ub3c4 \uc774\ud574\ud558\ub294 \uc2e4\uc804 \ud22c\uc790 \uac00\uc774\ub4dc<\/p>\n
\u2705 \uacc4\uc88c \uac1c\uc124\ubd80\ud130 \uc885\ubaa9 \ubd84\uc11d\uae4c\uc9c0 A to Z<\/p>\n \n \ud83d\udcd6 Amazon\uc5d0\uc11c \ubcf4\uae30 \u2192\n <\/a>\n
\n \u203b \uc774 \ub9c1\ud06c\ub294 \uc544\ub9c8\uc874 \ud30c\ud2b8\ub108\uc2a4 \uc81c\ud734 \ub9c1\ud06c\ub85c \uad6c\ub9e4 \uc2dc \uc18c\uc815\uc758 \uc218\uc218\ub8cc\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.\n <\/p>\n <\/div>\n\n \n
\n\ud83d\udcca \ubca0\uc774\ucee4 \ud734\uc988(BKR) \ud575\uc2ec \uc218\uce58 \ube44\uad50<\/div>\n\n\nGAAP \uae30\uc900 ROA<\/div>\n5%<\/div>\n\uc2dc\uc7a5\uc774 \ubcf4\ub294 \uc22b\uc790<\/div>\n <\/div>\n\n\ud45c\uc900\ud654 \ud68c\uacc4 ROA<\/div>\n15%<\/div>\n\uc2e4\uc81c \ud604\uae08 \uc218\uc775\ub960<\/div>\n <\/div>\n <\/div>\n\u203b \ucd9c\ucc98: Altimetry Research \ubd84\uc11d \uae30\ubc18 \/ \ud22c\uc790 \ud310\ub2e8\uc758 \uadfc\uac70\uac00 \ub418\uc5b4\uc11c\ub294 \uc548 \ub429\ub2c8\ub2e4<\/p>\n <\/div>\n\n \n
\n \ud14d\uc0ac\uc2a4 \uc0ac\ub9c9\uc758 \ubc1c\uc804\uae30\uac00 AI \ub370\uc774\ud130\uc13c\ud130\ub97c \ucf20\ub2e4 \u2014 \ud504\ub85c\ud398\ud2b8\ub85c\u00b7\ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\uc758 \uc774\uc911 \uc218\uc775 \uad6c\uc870\n <\/h2>\n\n \n
\n\n \n \u25b2 \ud14d\uc0ac\uc2a4 \ud37c\ubbf8\uc548 \ubd84\uc9c0\uc758 \uc774\ub3d9\uc2dd \ubc1c\uc804\uae30\uac00 AI \ub370\uc774\ud130\uc13c\ud130 \uc606\uc73c\ub85c \uc774\ub3d9\ud55c\ub2e4 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \ud22c\uc790 \uc544\uc774\ub514\uc5b4\uac00 ‘\uae30\ubc1c\ud558\ub2e4’\ub294 \ud45c\ud604\uc744 \ub0a8\ubc1c\ud558\uba74 \uc548 \ub418\uc9c0\ub9cc, \ud504\ub85c\ud398\ud2b8\ub85c(ProPetro)\uc640 \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0(Liberty Energy)\uc758 \uc804\ub7b5\uc740 \uc9c4\uc9dc\ub85c \uadf8 \ub2e8\uc5b4\ub97c \uc4f8 \uc790\uaca9\uc774 \uc788\ub2e4. \uc774 \ub450 \ud68c\uc0ac\uc758 \ubcf8\uc5c5\uc740 \uc720\uc815 \uc644\uc131(Well Completion) \uc11c\ube44\uc2a4\ub2e4. \uc27d\uac8c \ub9d0\ud574 \uad6c\uba4d\uc744 \ub6ab\uace0 \uc218\uc555\ud30c\uc1c4(\ud504\ub798\ud0b9) \uc791\uc5c5\uc744 \ub9c8\ubb34\ub9ac\ud558\ub294, \uc11d\uc720 \uc2dc\ucd94\uc758 \ub9c8\uc9c0\ub9c9 \ub2e8\uacc4\ub97c \uc804\ub2f4\ud558\ub294 \uae30\uc5c5\ub4e4\uc774\ub2e4.\n <\/p>\n
\n \uc774 \uc791\uc5c5\uc5d0\ub294 \uc5b4\ub9c8\uc5b4\ub9c8\ud55c \uc804\ub825\uc774 \ud544\uc694\ud558\ub2e4. \ud14d\uc0ac\uc2a4 \uc0ac\ub9c9 \ud55c\ubcf5\ud310\uc5d0 \uc804\ub825\ub9dd\uc774 \uae54\ub824 \uc788\uc9c0 \uc54a\uc73c\ub2c8, \uc774 \ud68c\uc0ac\ub4e4\uc740 \uc218\ub144\uac04 \ucc9c\uc5f0\uac00\uc2a4\ub85c \uad6c\ub3d9\ub418\ub294 \ub300\ud615 \uc774\ub3d9\uc2dd \ubc1c\uc804\uae30 \ubd80\ub300, \uc989 ‘\ud504\ub799\ud50c\ub9bf(Frack Fleet)’<\/strong>\uc744 \uc790\uccb4 \ubcf4\uc720\ud574\uc654\ub2e4. \uc774 \ubc1c\uc804\uae30\ub4e4\uc740 \ud604\uc7a5\uc5d0\uc11c \ud604\uc7a5\uc73c\ub85c \uc774\ub3d9\ud558\uba70 \ub9c9\ub300\ud55c \uc804\ub825\uc744 \uc790\uae09\uc790\uc871\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc6b4\uc6a9\ub410\ub2e4.\n <\/p>\n
\n \uadf8\ub7f0\ub370 \ucd5c\uadfc \uc11d\uc720 \uc2dc\ucd94 \uc218\uc694\uac00 \ub2e4\uc18c \uc815\uccb4\ub418\uba74\uc11c, \uc774 \ubc1c\uc804\uae30\ub4e4\uc774 \uc608\uc804\ub9cc\ud07c \ubc14\uc090 \ub3cc\uc544\uac00\uc9c0 \uc54a\uac8c \ub410\ub2e4. \ubc14\ub85c \uc774 \uc9c0\uc810\uc5d0\uc11c \ub180\ub77c\uc6b4 \ud53c\ubc97(\uc0ac\uc5c5 \uc804\ud658)\uc774 \uc77c\uc5b4\ub09c\ub2e4. \ub180\uace0 \uc788\ub294 \ubc1c\uc804\uae30\ub97c AI \ub370\uc774\ud130\uc13c\ud130 \uc606\uc73c\ub85c \uc774\ub3d9<\/strong>\uc2dc\ucf1c, \ub370\uc774\ud130\uc13c\ud130\uac00 \ud544\uc694\ub85c \ud558\ub294 \ub300\uaddc\ubaa8 \uc804\ub825\uc744 \uc989\uc2dc \uacf5\uae09\ud558\uae30 \uc2dc\uc791\ud55c \uac83\uc774\ub2e4.\n <\/p>\n
\n \uc65c AI \uae30\uc5c5\ub4e4\uc774 \uc774 ‘\ud22c\ubc15\ud55c \ubc1c\uc804\uae30’\ub97c \ube44\uc2fc \ub3c8\uc744 \ub0b4\uace0 \ube4c\ub9b4\uae4c? \ub2e8 \ud55c \ub2e8\uc5b4\ub85c \uc124\uba85\ub41c\ub2e4. \uc18d\ub3c4<\/strong>. \uc9c0\uae08 \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc740 NVIDIA GPU\ub97c \uc218\ub9cc \uac1c\uc529 \uc9d1\uc5b4\ub123\uc740 \ub370\uc774\ud130\uc13c\ud130\ub97c \ucd08\uace0\uc18d\uc73c\ub85c \uc9d3\uace0 \uc788\ub2e4. \uadf8\ub7f0\ub370 \uc774 \uac70\ub300\ud55c \uc804\ub825 \uc218\uc694\ub97c \uae30\uc874 \uc804\ub825\ub9dd\uc5d0 \uc5f0\uacb0\ud558\ub824\uba74 \ubc1c\uc804\uc18c \uc99d\uc124\uacfc \uc1a1\uc804\ub9dd \uc778\ud5c8\uac00 \uacfc\uc815\uc5d0\uc11c \ucd5c\uc18c 3~5\ub144\uc744 \ub300\uae30\ud574\uc57c \ud55c\ub2e4. AI \uc804\uc7c1\uc5d0\uc11c 5\ub144\uc740 \uc0ac\uc5c5 \uc790\uccb4\uac00 \uc0ac\ub77c\uc9c8 \uc218 \uc788\ub294 \uc2dc\uac04\uc774\ub2e4.\n <\/p>\n
\n \ubc18\uba74 \ud14d\uc0ac\uc2a4 \ud37c\ubbf8\uc548 \ubd84\uc9c0 \uc77c\ub300\uc5d0\ub294 \ucc9c\uc5f0\uac00\uc2a4\ub3c4 \ud48d\ubd80\ud558\uace0 \ud1b5\uc2e0\uc6a9 \uad11\ucf00\uc774\ube14\ub3c4 \uc774\ubbf8 \uae54\ub824 \uc788\ub2e4. \ud504\ub799\ud50c\ub9bf \ubc1c\uc804\uae30\ub97c \ub370\uc774\ud130\uc13c\ud130 \uc606\uc5d0 \uac16\ub2e4 \ub300\uba74 \uadf8 \ub2e4\uc74c \ub0a0\ubd80\ud130 \uc11c\ubc84\ub97c \ud480\uac00\ub3d9\ud560 \uc218 \uc788\ub2e4. \uc774 \ubc1c\uc804\uae30\ub4e4\uc758 \uc804\uae30 \uc0dd\uc0b0 \ub2e8\uac00\ub294 MWh\ub2f9 \uc57d 55~85\ub2ec\ub7ec \uc120. AI \uae30\uc5c5 \uc785\uc7a5\uc5d0\uc11c\ub294 5\ub144\uc758 \uae30\ud68c\ube44\uc6a9\uc744 \uc0dd\uac01\ud560 \ub54c \uadf8 \uba87 \ubc30\ub97c \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc9c0\ubd88\ud574\ub3c4 \ub0a8\ub294 \uc7a5\uc0ac\ub2e4.\n <\/p>\n\n \n
\n\u26a1 \ud504\ub799\ud50c\ub9bf \uc774\uc911 \uc218\uc775 \uba54\ucee4\ub2c8\uc998<\/div>\n\n\n \u2460 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc784\ub300 \uc218\uc775<\/strong>\n\ud504\ub799\ud50c\ub9bf \ubc1c\uc804\uae30\ub97c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ubc30\uce58\ud574 \ub192\uc740 \ud504\ub9ac\ubbf8\uc5c4\uc73c\ub85c \uc804\ub825 \uacf5\uae09. \uae30\uc874 \uc11d\uc720 \uc2dc\ucd94 \uc784\ub300 \ub300\ube44 \uc218\ubc30\uc758 \uc218\uc775\ub960 \uc2e4\ud604.<\/p>\n <\/div>\n
\n \u2461 \uc11d\uc720 \uc2dc\ucd94 \uc7a5\ube44 \uacf5\uae09 \ubd80\uc871 \u2192 \ub370\uc774\ub808\uc774\ud2b8 \ud3ed\ub4f1<\/strong>\n\ubc1c\uc804\uae30 \ubd80\ub300\uac00 AI \uc804\ub825\uc73c\ub85c \uc774\ub3d9\ud558\uba74, \uae30\uc874 \uc720\uc804 \uc2dc\ucd94 \ud604\uc7a5\uc5d0\uc11c \uc4f8 \uc7a5\ube44\uac00 \uc904\uc5b4\ub4e0\ub2e4. \uacf5\uae09 \uac10\uc18c \u2192 \ub0a8\uc740 \uc7a5\ube44 \uc784\ub300\ub8cc(\ub370\uc774\ub808\uc774\ud2b8) \uc790\uc5f0 \uc0c1\uc2b9.<\/p>\n <\/div>\n <\/div>\n
\n \ud83d\udca1 \ud0dd\uc2dc \uae30\uc0ac\ub4e4\uc774 \uc601\ud654 \ucd2c\uc601\uc7a5\uc5d0 \uc18c\ud488\uc6a9\uc73c\ub85c \ucc28\ub97c \ube4c\ub824\uc8fc\uae30 \uc2dc\uc791\ud558\uba74, \uae38\uac70\ub9ac \ud0dd\uc2dc\uac00 \ubd80\uc871\ud574\uc838 \uc77c\ubc18 \ud0dd\uc2dc\ube44\uac00 \uc624\ub974\ub294 \uac83\uacfc \ub3d9\uc77c\ud55c \uc6d0\ub9ac\uc785\ub2c8\ub2e4.\n <\/p>\n <\/div>\n\n
\n \uc774 \uc774\uc911 \uc218\uc775 \uad6c\uc870\uac00 \ubcf8\uaca9\ud654\ub418\uba74 \ud504\ub85c\ud398\ud2b8\ub85c\uc640 \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\uc758 \uc218\uc775\uc131\uc740 \uc2dc\uc7a5\uc758 \uc608\uc0c1\uc744 \uc644\uc804\ud788 \ub4a4\uc9d1\uc744 \uc218 \uc788\ub2e4. \uacfc\uac70 \uc7a5\ube44 \uacf5\uae09\uc774 \ube60\ub4ef\ud588\ub358 \ud638\ud669\uae30\uc5d0 \uc774 \uae30\uc5c5\ub4e4\uc758 ROA\ub294 15~20%\ub97c \ub118\uc5b4\uc120 \uc801\uc774 \uc788\ub2e4. \uc9c0\uae08 \uc5ec\uae30\uc5d0 AI\ub77c\ub294 \uc804\ub840 \uc5c6\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc694\ucc98\uae4c\uc9c0 \ub354\ud574\uc84c\uc73c\ub2c8, \ud5a5\ud6c4 \uc218\uc775\uc131 \uada4\uc801\uc774 \uc5b4\ub290 \ubc29\ud5a5\uc744 \uac00\ub9ac\ud0a4\ub294\uc9c0\ub294 \uc790\uba85\ud558\ub2e4.\n <\/p>\n
\n \uadf8\ub7fc\uc5d0\ub3c4 \uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uc774 \uae30\uc5c5\ub4e4\uc744 ‘\uc9c0\ub8e8\ud55c \uc720\uc804 \uc11c\ube44\uc2a4 \uc5c5\uccb4’\ub85c \ubd84\ub958\ud558\uace0 \uc788\ub2e4. \ub450 \uac1c\uc758 \uac70\ub300\ud55c \ud574\ub958\uac00 \uad50\ucc28\ud558\ub294 \uc9c0\uc810\uc744 \uc2dc\uc7a5\uc774 \uc544\uc9c1 \ubc1c\uacac\ud558\uc9c0 \ubabb\ud588\ub2e4\ub294 \uac83, \uadf8\uac83\uc774 \ubc14\ub85c \uae30\ud68c\ub2e4.\n <\/p>\n\n \n
\nSponsored \u00b7 Security<\/div>\n\ud83d\udd12 \ud574\uc678 \ud22c\uc790\uc790\ub77c\uba74 \uc0ac\uc774\ubc84 \ubcf4\uc548\uc774 \ud544\uc218\uc785\ub2c8\ub2e4<\/div>\n\n \ubbf8\uad6d \uc99d\uad8c \uacc4\uc88c, \ud574\uc678 \uc740\ud589, \uc554\ud638\ud654\ud3d0 \uc9c0\uac11\uae4c\uc9c0 \u2014 \uacf5\uacf5 Wi-Fi \ud558\ub098\ub85c \ubaa8\ub4e0 \uc790\uc0b0\uc774 \uc704\ud5d8\uc5d0 \ub178\ucd9c\ub429\ub2c8\ub2e4. NordVPN\uc740 \uad70\uc0ac\uae09 \uc554\ud638\ud654\ub85c \ub2f9\uc2e0\uc758 \ub514\uc9c0\ud138 \uc790\uc0b0\uacfc \ud504\ub77c\uc774\ubc84\uc2dc\ub97c \uc9c0\ud0b5\ub2c8\ub2e4. \uc7ac\ud14c\ud06c\ub9cc\ud07c \uc911\uc694\ud55c \uac83\uc774 \ubcf4\uc548\uc785\ub2c8\ub2e4.\n <\/p>\n \n NordVPN \ud2b9\ubcc4 \ud560\uc778 \ubc1b\uae30 \u2192\n <\/a>\n <\/div>\n\n \n
\n \uc2fc \uac83\ucc98\ub7fc \ubcf4\uc774\ub294 \ud568\uc815 \u2014 \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uacfc \uc81c\ud2b8\ube14\ub8e8\uac00 \uc704\ud5d8\ud55c \uc774\uc720\n <\/h2>\n\n \n
\n\n \n \u25b2 \uac89\ubcf4\uae30\uc5d4 \uc800\uc810 \ub9e4\uc218 \uae30\ud68c, \uc18d\uc73c\ub85c\ub294 \ube44\uc6a9 \uc555\ubc15\uc774 \uace0\uc774\ub294 \uac00\uce58 \ud568\uc815 \uacbd\uace0 \u24d2 Seoulcast\n <\/figcaption>\n <\/figure>\n\n \n \ud22c\uc790\uc758 \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \uc704\ud5d8\ud55c \uc21c\uac04\uc740 \uacf5\ud3ec\uc5d0 \ube60\uc838 \ud314\uc544\uc57c \ud560 \ub54c\uac00 \uc544\ub2c8\ub2e4. \uc624\ud788\ub824 ‘\uc774 \uc815\ub3c4\uba74 \uc2f8\uc9c0 \uc54a\ub098?’ \ud558\ub294 \ud655\uc2e0\uc774 \ub4e4 \ub54c\ub2e4. \uace0\uc810 \ub300\ube44 30~40% \ube60\uc9c4 \uc8fc\uac00, \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc0b4\uc544\ub0a8\uc740 \ube0c\ub79c\ub4dc\ub77c\ub294 \ud6c4\uad11, \ub2e8\uae30\uc801\uc778 \uacbd\uc7c1\uc0ac \uc545\uc7ac\u2026 \uc774 \ubaa8\ub4e0 \uac83\uc774 \uacb9\uccd0 \uc788\uc744 \ub54c \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \uac15\ud55c \ub9e4\uc218 \ucda9\ub3d9\uc744 \ub290\ub080\ub2e4. \uadf8\ub9ac\uace0 \ubc14\ub85c \uadf8 \ucda9\ub3d9\uc774 \uc790\ubcf8\uc744 \uc11c\uc11c\ud788 \ud0dc\uc6b0\ub294 ‘\uac00\uce58 \ud568\uc815’\uc758 \ucd9c\uc785\ubb38\uc774\ub2e4.\n <\/p>\n\n
\ub85c\uc584 \uce90\ub9ac\ube44\uc5b8(RCL): \ub9cc\uc120 \ud06c\ub8e8\uc988\uc758 \uc5ed\uc124<\/h3>\n
\n \ud06c\ub8e8\uc988 \ubc30\ub294 \uaf49 \ucc28 \uc788\ub2e4. \ud32c\ub370\ubbf9 \uc774\ud6c4 \ubcf4\ubcf5 \uc5ec\ud589 \uc218\uc694\uac00 \ud130\uc9c0\uba74\uc11c \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc758 \uac1d\uc2e4 \uac00\ub3d9\ub960\uc740 \uc624\ub7ab\ub3d9\uc548 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud588\ub2e4. \ud45c\uc900\ud654 \ud68c\uacc4 \uae30\uc900\uc73c\ub85c\ub3c4 ROE\uac00 10~13% \uc218\uc900\uc73c\ub85c \ub098\uc058\uc9c0 \uc54a\ub2e4. \uadf8\ub7f0\ub370 \uc65c \uc774 \ud68c\uc0ac\ub97c \uc8fc\uc758\ud574\uc57c \ud560\uae4c?\n <\/p>\n
\n \ud06c\ub8e8\uc988 \uc0b0\uc5c5\uc5d0\uc11c \uc5f0\ub8cc\ube44\ub294 \uac00\uc7a5 \ud070 \uace0\uc815\ube44 \ud56d\ubaa9\uc774\ub2e4. \uc55e\uc11c \uc6b0\ub9ac\uac00 \ubd84\uc11d\ud55c \uc5d0\ub108\uc9c0 \uc139\ud130\uc758 \uad6c\uc870\uc801 \uac15\uc138, \uc989 \uc720\uac00\uac00 \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \uc804\ub9dd\uc740 \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc5d0\ub294 \uc815\ubc18\ub300\uc758 \uc758\ubbf8\ub2e4. \uc6d0\uac00\uc758 \ud558\ubc29 \uacbd\uc9c1\uc131, \ub2e4\uc2dc \ub9d0\ud574 \uc5f0\ub8cc\ube44\uac00 \uc27d\uac8c \ub0b4\ub824\uc624\uc9c0 \uc54a\ub294 \uad6c\uc870\uc801 \uc7a5\ubcbd\uc744 \ub9cc\ub09c \uac83\uc774\ub2e4. \uc778\ud50c\ub808\uc774\uc158\uc5d0 \uc9c0\uce5c \uc18c\ube44\uc790\ub4e4\uc740 \uac00\uaca9\uc5d0 \uadf9\ub3c4\ub85c \ubbfc\uac10\ud574\uc84c\uace0, \uac12\ube44\uc2fc \ud06c\ub8e8\uc988 \ub300\uc2e0 \uc800\ub834\ud55c \ub300\uccb4\uc7ac\ub85c \uc18c\ube44\ub97c \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\ub2e4. \ud2f0\ucf13 \uac00\uaca9\uc744 \uc62c\ub824 \ube44\uc6a9\uc744 \uc804\uac00\ud558\uae30\uac00 \uc810\uc810 \uc5b4\ub824\uc6cc\uc9c0\uace0 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4.\n <\/p>\n
\n \ud32c\ub370\ubbf9 \uae30\uac04 \uc0dd\uc874\uc744 \uc704\ud574 \ub04c\uc5b4\ub2e4 \uc4f4 \ub9c9\ub300\ud55c \ubd80\ucc44\uc758 \uc774\uc790 \ube44\uc6a9, \ucc9c\uc815\ubd80\uc9c0\ub85c \uc624\ub978 \uc778\uac74\ube44\uae4c\uc9c0 \ub354\ud558\uba74, \ud604\uc7ac\uc758 \uc8fc\uac00\uc5d0\ub294 \uc55e\uc73c\ub85c \uba87 \ub144\uac04 \uc9c0\uae08\uc758 \uc218\uc775\uc131\uc774 \uadf8\ub300\ub85c \uc720\uc9c0\ub420 \uac83\uc774\ub77c\ub294 \uadf9\ub3c4\ub85c \ub099\uad00\uc801\uc778 \uac00\uc815\uc774 \uae54\ub824 \uc788\ub2e4. \ud604\uc2e4\uc744 \ubc18\uc601\ud558\uba74 \uc9c0\uae08 \uc8fc\uac00\ub294 \uacb0\ucf54 \uc2f8\uc9c0 \uc54a\ub2e4.\n <\/p>\n\n
\uc81c\ud2b8\ube14\ub8e8(JBLU): \uc18c\ube44\uc790\uc758 \ucc9c\uad6d, \uc8fc\uc8fc\uc758 \uc9c0\uc625<\/h3>\n
\n \uc194\uc9c1\ud788 \ub9d0\ud558\uc790. \uc81c\ud2b8\ube14\ub8e8\ub294 \ud6cc\ub96d\ud55c \ud56d\uacf5\uc0ac\ub2e4. \ub300\ud615 \ud56d\uacf5\uc0ac\ubcf4\ub2e4 \ub113\uc740 \uc88c\uc11d, \ud504\ub9ac\ubbf8\uc5c4 \ube44\uc988\ub2c8\uc2a4 \ud074\ub798\uc2a4 ‘\ubbfc\ud2b8’\uc758 \ud488\uc9c8\uc744 \ud6e8\uc52c \ub0ae\uc740 \uac00\uaca9\uc5d0 \uc81c\uacf5\ud55c\ub2e4. \uc18c\ube44\uc790 \uc785\uc7a5\uc5d0\uc11c \uc774\ubcf4\ub2e4 \uc88b\uc740 \uc120\ud0dd\uc740 \uc5c6\ub2e4. \ud558\uc9c0\ub9cc \uc8fc\uc8fc \uc785\uc7a5\uc5d0\uc11c \uc774 \uad6c\uc870\ub294 \uc7ac\uc559\uc774\ub2e4.\n <\/p>\n
\n \uc81c\ud2b8\ube14\ub8e8\ub294 \uace0\ube44\uc6a9 \uad6c\uc870\ub85c \ud6cc\ub96d\ud55c \uc11c\ube44\uc2a4\ub97c \ub9cc\ub4e4\uc5b4 \ub193\uace0, \uacbd\uc7c1 \uc555\ubc15 \ub54c\ubb38\uc5d0 \uc800\uac00\ud56d\uacf5\uc0ac \uc218\uc900\uc758 \uc694\uae08\uc73c\ub85c \ud45c\ub97c \ud314\uace0 \uc788\ub2e4. \ub378\ud0c0\ucc98\ub7fc \uac15\ub825\ud55c \ube0c\ub79c\ub4dc \ud30c\uc6cc\ub85c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \uc720\uc9c0\ud560 \uc218\ub3c4 \uc5c6\uace0, \uc2a4\ud53c\ub9bf\ucc98\ub7fc \uc11c\ube44\uc2a4\ub97c \ud3ec\uae30\ud558\uace0 \ucd08\uc800\uac00\ub85c \ub0b4\ub824\uac08 \uc218\ub3c4 \uc5c6\ub294 ‘\uc911\uac04\uc9c0\ub300’\uc5d0 \uac07\ud600 \uc788\ub2e4. \uadf8 \uacb0\uacfc 2020\ub144 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc9c0\uae08\uae4c\uc9c0 ROE\uac00 \ub2e8 \ud55c \ubc88\ub3c4 \ud50c\ub7ec\uc2a4\ub85c \ub3cc\uc544\uc624\uc9c0 \ubabb\ud588\ub2e4.\n <\/p>\n
\n \uacbd\uc7c1\uc0ac \uc2a4\ud53c\ub9bf\ud56d\uacf5\uc758 \ud30c\uc0b0\uc73c\ub85c \ub2e8\uae30 \ubc18\uc0ac \uc774\uc775\uc774 \uae30\ub300\ub41c\ub2e4\ub294 \ub274\uc2a4\uc5d0 \uc8fc\uac00\uac00 \ubc18\ub4f1\ud588\uc744 \ub54c, \uadf8\uac83\uc740 ‘\ub370\ub4dc\ucea3 \ubc14\uc6b4\uc2a4(Dead Cat Bounce)’\uc600\ub2e4. 5\ub144\uac04 70~80% \ud3ed\ub77d\ud55c \uc8fc\uc2dd\uc774 30% \ud280\uc5b4 \uc62c\ub790\ub2e4\uace0 \ucd94\uc138\uac00 \uc804\ud658\ub41c \uac83\uc774 \uc544\ub2c8\ub2e4. \uad6c\uc870\uc801 \uacbd\uc7c1\ub825\uc744 \uac16\ucd94\uc9c0 \ubabb\ud55c \uae30\uc5c5\uc5d0 \ub358\uc9c0\ub294 ‘\uc800\uac00 \ub9e4\uc218’\ub294 \ubd88\uad6c\ub369\uc774\uc5d0 \uc7a5\uc791\uc744 \ub354 \ub123\ub294 \ud589\uc704\ub2e4.\n <\/p>\n\n \n
\n\n \n
\n \n\uad6c\ubd84<\/th>\n \ubca0\uc774\ucee4 \ud734\uc988 \/ \ud504\ub85c\ud398\ud2b8\ub85c<\/th>\n \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8 \/ \uc81c\ud2b8\ube14\ub8e8<\/th>\n <\/tr>\n <\/thead>\n \n \ube44\uc6a9 \ud1b5\uc81c<\/td>\n \u2713 \uac00\ub2a5<\/td>\n \u2717 \ubd88\uac00\ub2a5<\/td>\n <\/tr>\n \n \uac00\uaca9 \uc804\uac00\ub825<\/td>\n \u2713 \ub192\uc74c (\uacf5\uae09 \ubcd1\ubaa9)<\/td>\n \u2717 \ub0ae\uc74c (\ub300\uccb4\uc7ac \u591a)<\/td>\n <\/tr>\n \n \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc601\ud5a5<\/td>\n \uc218\ud61c (\uc5d0\ub108\uc9c0\u2191 = \ub9e4\ucd9c\u2191)<\/td>\n \ud53c\ud574 (\uc5d0\ub108\uc9c0\u2191 = \ube44\uc6a9\u2191)<\/td>\n <\/tr>\n \n \uc2e4\uc81c \uc218\uc775\uc131 \ucd94\uc138<\/td>\n \uc0c1\uc2b9 \uc608\uc0c1<\/td>\n \ub9c8\uc9c4 \uc555\ubc15 \uc9c0\uc18d<\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/div>\n\n \n \n \ud83d\udccb \uc624\ub298 \ubc24 \ubc14\ub85c \uc2e4\ucc9c\ud558\ub294 \ud22c\uc790 \uc804\ub7b5 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\n <\/h2>\n\n
\n\n\n1<\/div>\n\n \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uc139\ud130 \uc885\ubaa9 \uc2a4\ud06c\ub9ac\ub2dd \u2014 GAAP \uc218\uce58\ub97c \uc758\uc2ec\ud558\ub77c<\/strong>\n\n \ubca0\uc774\ucee4 \ud734\uc988(BKR), \ud504\ub85c\ud398\ud2b8\ub85c(PUMP), \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0(LBRT)\ub97c \uad00\uc2ec \uc885\ubaa9\uc5d0 \ucd94\uac00\ud558\uace0, \uc99d\uad8c\uc0ac \ub9ac\uc11c\uce58\uc758 \ub2e8\uc21c ROA \uc218\uce58\uac00 \uc544\ub2cc \ud604\uae08\ud750\ub984(FCF)\uacfc \uc790\ubcf8\uc9c0\ucd9c \ub300\ube44 \uc774\uc775 \ucd94\uc138\ub97c \ud568\uaed8 \ud655\uc778\ud558\uc138\uc694. Yahoo Finance\uc758 ‘Cash Flow’ \ud0ed\uc5d0\uc11c Operating Cash Flow\uac00 \uafb8\uc900\ud788 \uc6b0\uc0c1\ud5a5\ud558\uace0 \uc788\ub294\uc9c0\ubd80\ud130 \uccb4\ud06c\ud569\ub2c8\ub2e4.\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n
\n\n2<\/div>\n\n \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub0b4 \uc5d0\ub108\uc9c0\u00b7AI \uc778\ud504\ub77c \ub178\ucd9c \ube44\uc911 \uc810\uac80<\/strong>\n\n \ud604\uc7ac \ub0b4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc5d0\ub108\uc9c0 \uc139\ud130\uc5d0 \ucda9\ubd84\ud788 \ub178\ucd9c\ub418\uc5b4 \uc788\ub294\uc9c0 \ud655\uc778\ud558\uc138\uc694. S&P500 ETF(SPY, VOO)\ub294 \uc5d0\ub108\uc9c0 \ube44\uc911\uc774 5%\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. XLE(\uc5d0\ub108\uc9c0 \uc139\ud130 ETF)\ub098 OIH(\uc11d\uc720 \uc11c\ube44\uc2a4 ETF)\ub97c \ud1b5\ud574 \ubcc4\ub3c4 \ube44\uc911\uc744 \ucd94\uac00\ud558\ub294 \ubc29\ubc95\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d \ud22c\uc790\uc790\ub77c\uba74 \ud658\uc728 \ud5e4\uc9c0 \uc5ec\ubd80\ub3c4 \ud568\uaed8 \uac80\ud1a0\ud558\uc138\uc694.\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n
\n\n3<\/div>\n\n \uac00\uce58 \ud568\uc815 \uc885\ubaa9 \uc7ac\uc810\uac80 \u2014 \ube44\uc6a9 \uc804\uac00\ub825\uc774 \uc5c6\ub294 \uae30\uc5c5\uc740 \uc81c\uac70<\/strong>\n\n \ud604\uc7ac \ubcf4\uc720 \uc885\ubaa9 \uc911 \ud56d\uacf5\uc0ac, \ud06c\ub8e8\uc988, \uc721\uc0c1 \uc6b4\uc1a1\ucc98\ub7fc \uc5f0\ub8cc\ube44 \ube44\uc911\uc774 \ub192\uace0 \uac00\uaca9 \uc804\uac00\ub825\uc774 \ub0ae\uc740 \uae30\uc5c5\uc774 \uc788\ub2e4\uba74 ‘\uace0\uc810 \ub300\ube44 \ub9ce\uc774 \ube60\uc84c\ub2e4’\ub294 \uc774\uc720\ub9cc\uc73c\ub85c \ubcf4\uc720\ub97c \uc815\ub2f9\ud654\ud558\uace0 \uc788\uc9c0 \uc54a\uc740\uc9c0 \ub0c9\ucca0\ud558\uac8c \uc810\uac80\ud558\uc138\uc694. \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc774 \uad6c\uc870\uc801 \ube44\uc6a9 \uc0c1\uc2b9\uc5d0 \ub300\uc751\ud558\uc9c0 \ubabb\ud55c\ub2e4\uba74 \uc8fc\uac00 \ud558\ub77d\uc740 \ub05d\uc774 \uc544\ub2d0 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n <\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n \n
\n \ub9c8\uce58\uba70 \u2014 \uc790\ubcf8\uc740 \ud56d\uc0c1 \uc0dd\uac01\uc9c0 \ubabb\ud55c \uacbd\uacc4\uc120\uc5d0\uc11c \uae30\ud68c\ub97c \ub9cc\ub4e0\ub2e4\n <\/h2>\n\n
\n \ud759\uba3c\uc9c0 \ub0a0\ub9ac\ub294 \ud14d\uc0ac\uc2a4 \uc720\uc804 \ud604\uc7a5\uacfc \ubc18\ub3c4\uccb4 \uce69\uc774 \uc6c5\uc6c5 \ub3cc\uc544\uac00\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uac00 \uc804\ub825\uc774\ub77c\ub294 \ub9e4\uac1c\uccb4\ub97c \ud1b5\ud574 \ud558\ub098\uc758 \uacbd\uc81c \uc0dd\ud0dc\uacc4\ub85c \uc5f0\uacb0\ub418\uace0 \uc788\ub2e4. \uc774 \uad50\ucc28\uc810\uc5d0\uc11c \uc7a5\ubd80\uc0c1\uc758 \uc218\uce58 \ub4a4\uc5d0 \uc228\uaca8\uc9c4 \uc9c4\uc9dc \uc218\uc775\uc744 \uc870\uc6a9\ud788 \uc313\uc544\uac00\uace0 \uc788\ub294 \uae30\uc5c5\ub4e4\uc744 \uc2dc\uc7a5\uc740 \uc544\uc9c1 \ubc1c\uacac\ud558\uc9c0 \ubabb\ud588\ub2e4.\n <\/p>\n
\n \ud22c\uc790\uc758 \ud575\uc2ec\uc740 \uac00\uaca9 \uacb0\uc815\uad8c(Pricing Power)<\/strong>\uc744 \uc954 \uae30\uc5c5\uc744 \uc0ac\ub294 \uac83\uc774\ub2e4. \ube44\uc6a9\uc744 \ud1b5\uc81c\ud558\uac70\ub098 \uace0\uac1d\uc5d0\uac8c \uc804\uac00\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\uacfc, \ube44\uc6a9\uc740 \ud1b5\uc81c\uac00 \uc548 \ub418\uace0 \uac00\uaca9\uc740 \uc2dc\uc7a5\uc5d0 \uc9c8\uc9c8 \ub04c\ub824\ub2e4\ub2c8\ub294 \uae30\uc5c5 \uc0ac\uc774\uc758 \uaca9\ucc28\ub294 \uc2dc\uac04\uc774 \uc9c0\ub0a0\uc218\ub85d \ubc8c\uc5b4\uc9c4\ub2e4. \uc774 \uad6c\uc870\uc801 \ucc28\uc774\ub97c \ud30c\uc545\ud558\ub294 \uac83\uc774 \ub2e8\uc21c\ud788 \uc8fc\uac00 \ucc28\ud2b8\ub97c \ubcf4\uac70\ub098 \uc7a5\ubd80\uc0c1 \uc22b\uc790\ub97c \uc77d\ub294 \uac83\ubcf4\ub2e4 \ud22c\uc790 \uc218\uc775\ub960\uc5d0 \ud6e8\uc52c \ub354 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4.\n <\/p>\n
\n \uadf8\ub9ac\uace0 \ub9c8\uc9c0\ub9c9 \uc9c8\ubb38 \ud558\ub098\ub97c \ub3c5\uc790 \uc5ec\ub7ec\ubd84\uaed8 \ub4dc\ub9ac\uace0 \uc2f6\ub2e4. \ud14d\uc0ac\uc2a4\uc758 \uc720\uc804 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc774 AI \uc0b0\uc5c5\uc758 \uc228\uaca8\uc9c4 \ubc30\ud130\ub9ac\uac00 \ub41c \uac83\ucc98\ub7fc, \uc9c0\uae08 \uc6b0\ub9ac \uc8fc\ubcc0\uc758 \ub0a1\uace0 \uc624\ub798\ub41c \uc804\ud1b5 \uc0b0\uc5c5 \uc911\uc5d0 \ubbf8\ub798 \ucca8\ub2e8 \uae30\uc220\uc758 \uba85\uc904\uc744 \uc950\uace0 \uc788\ub294 \ub610 \ub2e4\ub978 \uc228\uc740 \ubcc0\uae30\uac00 \uc788\uc9c0 \uc54a\uc744\uae4c? \ub208\uc744 \uc5f4\uace0 \ud30c\ub3c4 \uc544\ub798\uc758 \ud574\ub958\ub97c \ubcf4\ub294 \ud6c8\ub828, \uadf8\uac83\uc774 \uc9c4\uc9dc \ud22c\uc790\uc790\uc758 \uadfc\uc721\uc774\ub2e4.\n <\/p>\n\n \n
\n\ud83c\udf99\ufe0f \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624<\/div>\n\ub354 \uc0dd\uc0dd\ud55c \uc2dc\ud669 \ubd84\uc11d\uacfc \uc2e4\uc2dc\uac04 \ud22c\uc790 \uc804\ub7b5\uc774 \uad81\uae08\ud558\ub2e4\uba74?<\/h3>\n
\n \ub9e4\uc8fc \uc5c5\ub370\uc774\ud2b8\ub418\ub294 \uc5d0\ub108\uc9c0\u00b7AI\u00b7\ube45\ud14c\ud06c \uc2ec\uce35 \ubd84\uc11d\uacfc \ubbf8\uad6d \uc8fc\uc2dd \uc2e4\uc804 \uc804\ub7b5\uc744 \ud31f\uce90\uc2a4\ud2b8\uc640 \uc720\ud29c\ube0c \ucc44\ub110 ‘\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624’<\/strong>\uc5d0\uc11c \ubc14\ub85c \ub9cc\ub098\ubcf4\uc138\uc694.\n <\/p>\n
\n \n \ud83c\udfac \uc720\ud29c\ube0c \ubc14\ub85c\uac00\uae30\n <\/a>\n \n \ud83c\udfa7 \ud31f\uce90\uc2a4\ud2b8 \uad6c\ub3c5\ud558\uae30\n <\/a>\n <\/div>\n <\/div>\n\n \n\n \u2753 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)\n <\/h2>\n\n
\n\n\n \u25b6 \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc5d0 \ud22c\uc790\ud558\ub824\uba74 \uc5b4\ub290 \uc99d\uad8c\uc0ac \uacc4\uc88c\uac00 \uc88b\ub098\uc694?\n <\/summary>\n
\n \ud55c\uad6d \uac70\uc8fc\uc790\ub77c\uba74 \ud0a4\uc6c0\uc99d\uad8c\u00b7\ubbf8\ub798\uc5d0\uc14b\u00b7\uc0bc\uc131\uc99d\uad8c\uc758 \ud574\uc678\uc8fc\uc2dd \uacc4\uc88c\ub97c \ud1b5\ud574 BKR \ub9e4\uc218\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4. \ubbf8\uad6d \uac70\uc8fc\uc790\ub77c\uba74 Charles Schwab, Fidelity, Interactive Brokers \ub4f1\uc744 \ucd94\ucc9c\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc7a5\uae30 \ubcf4\uc720 \ubaa9\uc801\uc774\ub77c\uba74 401(k) \ub610\ub294 IRA \uacc4\uc88c \ub0b4\uc5d0\uc11c \uc5d0\ub108\uc9c0 \uc139\ud130 ETF(OIH, XLE)\ub97c \ud1b5\ud574 \uac04\uc811 \ub178\ucd9c\ud558\ub294 \ubc29\ubc95\ub3c4 \uace0\ub824\ud558\uc138\uc694. \ud55c\uad6d \ud22c\uc790\uc790\ub294 \uc5f0 250\ub9cc \uc6d0 \uc774\uc0c1 \uc591\ub3c4\ucc28\uc775 \ubc1c\uc0dd \uc2dc \uc591\ub3c4\uc18c\ub4dd\uc138 22%(\uc9c0\ubc29\uc138 \ud3ec\ud568)\uac00 \ubd80\uacfc\ub418\ubbc0\ub85c, \uc5f0\ub9d0 \uc804 \uc190\uc775\ud1b5\uc0b0 \ub9e4\ub9e4\ub97c \ud1b5\ud55c \uc808\uc138 \uc804\ub7b5\ub3c4 \ud568\uaed8 \uacc4\ud68d\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.\n <\/div>\n <\/details>\n\n\n\n \u25b6 \uc720\uac00\uac00 \ub5a8\uc5b4\uc9c0\uba74 \ubca0\uc774\ucee4 \ud734\uc988 \uac19\uc740 \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uae30\uc5c5\ub3c4 \ud0c0\uaca9\uc744 \ubc1b\uc9c0 \uc54a\ub098\uc694?\n <\/summary>\n
\n \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc720\uac00 \ud558\ub77d\uc774 \uc720\uc804 \uac1c\ubc1c \ud22c\uc790 \uc704\ucd95\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc5b4 \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uae30\uc5c5\ub3c4 \uc601\ud5a5\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubca0\uc774\ucee4 \ud734\uc988\uc758 \uacbd\uc6b0 \uc774\ubbf8 \uacc4\uc57d\ub41c LNG \uc124\ube44 \ud504\ub85c\uc81d\ud2b8\uc640 \uc7a5\uae30 \uc720\uc9c0\ubcf4\uc218 \uacc4\uc57d \ube44\uc911\uc774 \ub192\uc544 \uc21c\uc218 \uc720\uac00 \uc5f0\ub3d9 \ube44\uc728\uc774 \ub0ae\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud504\ub85c\ud398\ud2b8\ub85c\u00b7\ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uacf5\uae09\uc774\ub77c\ub294 \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc774 \uc0dd\uaca8 \uc5d0\ub108\uc9c0 \uc11c\ube44\uc2a4 \uc0ac\uc774\ud074\uacfc \ub3c5\ub9bd\uc801\uc778 \ub9e4\ucd9c \uae30\ubc18\uc774 \uad6c\ucd95\ub418\uace0 \uc788\ub2e4\ub294 \uc810\uc774 \uacfc\uac70\uc640 \ub2e4\ub978 \ud3ec\uc778\ud2b8\uc785\ub2c8\ub2e4.\n <\/div>\n <\/details>\n\n\n\n \u25b6 \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc740 \ubb34\uc870\uac74 \uc548 \ub41c\ub2e4\ub294 \uac74\uac00\uc694? \uc5b8\uc81c \uc0b4 \uc218 \uc788\uc744\uae4c\uc694?\n <\/summary>\n
\n \ub85c\uc584 \uce90\ub9ac\ube44\uc5b8\uc774 \uc601\uc6d0\ud788 \ud22c\uc790 \ubd88\uac00\ub2a5\ud55c \uae30\uc5c5\uc774\ub77c\ub294 \ub73b\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ub2e4\ub9cc \ud604\uc7ac\uc758 \uc8fc\uac00\ub294 \ube44\uc6a9 \uc555\ubc15\uc774 \ud574\uc18c\ub418\uac70\ub098 \uc18c\ube44\uc790 \uc2ec\ub9ac\uac00 \ubc18\uc804\ub418\ub294 \uc0c1\ud669\uc744 \uc544\uc9c1 \ubc18\uc601\ud558\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4\ub294 \uac83\uc774 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uc720\uac00\uac00 \uad6c\uc870\uc801\uc73c\ub85c \ud558\ub77d \uc804\ud658\ub418\uac70\ub098, \ubd80\ucc44 \uad6c\uc870\uac00 \uac1c\uc120\ub418\uc5b4 \uc774\uc790 \ube44\uc6a9\uc774 \uc904\uace0, \ud504\ub9ac\ubbf8\uc5c4 \ud06c\ub8e8\uc988 \uc218\uc694\uac00 \ub2e4\uc2dc \uac15\ud574\uc9c0\ub294 \uc2dc\uc810\uc5d0 \uc7ac\uac80\ud1a0\ud558\ub294 \uac83\uc774 \ud569\ub9ac\uc801\uc785\ub2c8\ub2e4. \uc9c0\uae08\uc740 \ub2e8\uc21c\ud788 ‘\uace0\uc810 \ub300\ube44 \uc2f8\ub2e4’\ub294 \uc774\uc720\ub9cc\uc73c\ub85c \ub9e4\uc218\ud558\ub294 \uac83\uc744 \uc8fc\uc758\ud574\uc57c \ud55c\ub2e4\ub294 \uc758\ubbf8\uc785\ub2c8\ub2e4.\n <\/div>\n <\/details>\n <\/div>\n\n \n\n \ud83d\udccc \ud22c\uc790 \uc720\uc758\uc0ac\ud56d (Disclaimer)<\/strong>
\n \ubcf8 \ucf58\ud150\uce20\ub294 seoulcast.com\uc758 \uc815\ubcf4 \uc81c\uacf5 \ubaa9\uc801\uc73c\ub85c \uc791\uc131\ub418\uc5c8\uc73c\uba70, \ud2b9\uc815 \uc885\ubaa9\uc5d0 \ub300\ud55c \ub9e4\uc218\u00b7\ub9e4\ub3c4 \uad8c\uc720\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ubaa8\ub4e0 \ud22c\uc790 \uacb0\uc815\uc5d0 \ub300\ud55c \ucc45\uc784\uc740 \ud22c\uc790\uc790 \ubcf8\uc778\uc5d0\uac8c \uc788\uc73c\uba70, \uc2e4\uc81c \ud22c\uc790 \uc804 \ubc18\ub4dc\uc2dc \uacf5\uc778 \uc7ac\ubb34 \uc5b4\ub4dc\ubc14\uc774\uc800(CFP)\uc640 \uc0c1\ub2f4\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4. \uc5b8\uae09\ub41c \uae30\uc5c5 \ubc0f \uc218\uce58\ub294 \ucc38\uace0 \ubaa9\uc801\uc774\uba70 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub530\ub77c \ubcc0\ub3d9\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n <\/div>\n\n \n\n \n \ud83d\udd16 \ub300\ud45c \ud0a4\uc6cc\ub4dc:\n <\/span>\n \ubbf8\uad6d \uc8fc\uc2dd<\/span>\n \uc5d0\ub108\uc9c0 \uc139\ud130<\/span>\n AI \uc778\ud504\ub77c<\/span>\n \ubca0\uc774\ucee4 \ud734\uc988<\/span>\n \ud504\ub85c\ud398\ud2b8\ub85c<\/span>\n \ub9ac\ubc84\ud2f0 \uc5d0\ub108\uc9c0<\/span>\n S&P500<\/span>\n \uc8fc\uc2dd \ud22c\uc790 \uc804\ub7b5<\/span>\n \uac00\uce58 \ud568\uc815<\/span>\n \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624<\/span>\n \uc7ac\uc0b0\uc5c5\ud654<\/span>\n \ud504\ub799\ud50c\ub9bf<\/span>\n ROA<\/span>\n \ubbf8\uc99d\uc2dc \uc2dc\ud669<\/span>\n seoulcast<\/span>\n <\/div>\n\n<\/div>\n\n\n\n\n\n\n\n - \n 02<\/span>\n \ubca0\uc774\ucee4 \ud734\uc988(BKR)\uc758 \uc7a5\ubd80\uc0c1 ROA 5%\ub294 \ud68c\uacc4 \ucc29\uc2dc\ub2e4. \ud45c\uc900\ud654 \uae30\uc900\uc73c\ub85c \uc7ac\uacc4\uc0b0\ud558\uba74 \uc2e4\uc81c ROA\ub294 15%\uc5d0 \ub2ec\ud558\uba70, LNG \uacc4\uc57d \ucd9c\ud558\uac00 \ubcf8\uaca9\ud654\ub418\uba74 \ub9c8\uc9c4\uc740 \ub354 \ud3ed\ubc1c\uc801\uc73c\ub85c \ub298\uc5b4\ub09c\ub2e4.<\/span>\n <\/li>\n