{"id":773,"date":"2026-04-11T18:01:00","date_gmt":"2026-04-11T09:01:00","guid":{"rendered":"https:\/\/seoulcast.com\/?p=773"},"modified":"2026-04-12T10:38:08","modified_gmt":"2026-04-12T01:38:08","slug":"%ed%95%98%eb%9d%bd%ec%9e%a5%ec%97%90%ec%84%9c-%ec%82%b4%ec%95%84%eb%82%a8%eb%8a%94-%eb%b2%95-%eb%96%a8%ec%96%b4%ec%a7%80%eb%8a%94-%ec%b9%bc%eb%82%a0-%ec%9e%a1%ec%a7%80-%eb%a7%90%ea%b3%a0%eb%aa%a8","status":"publish","type":"post","link":"https:\/\/seoulcast.com\/?p=773","title":{"rendered":"\ud558\ub77d\uc7a5\uc5d0\uc11c \uc0b4\uc544\ub0a8\ub294 \ubc95: &#8216;\ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0&#8217; \uc7a1\uc9c0 \ub9d0\uace0\ubaa8\uba58\ud140 \uc885\ubaa9\uc744 \uc7a1\uc544\ub77c!!"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>\u270d seoulcast.com \uc218\uc11d \uc5d0\ub514\ud130\ud83d\udcc5\ud83c\udf99 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccc \ud575\uc2ec \uc694\uc57d \u2014 Key Takeaways<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1<\/strong>\ub2e8\uc21c\ud788 \uc8fc\uac00\uac00 \ub0b4\ub838\ub2e4\ub294 \uc774\uc720\ub9cc\uc73c\ub85c \ub9e4\uc218\ud558\ub294 &#8216;\ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0 \uc7a1\uae30&#8217;\ub294 \ud558\ub77d\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uc704\ud5d8\ud55c \uc2e4\uc218\ub2e4. S&amp;P500\uc774 \uc870\uc815 \uad6c\uac04(-10~-20%)\uc5d0 \uc9c4\uc785\ud574\ub3c4 \ud380\ub354\uba58\ud138\uc744 \ubaa8\ub978 \ucc44 \ub9e4\uc218\ud558\uba74 \uc190\uc2e4\uc774 \ub208\ub369\uc774\ucc98\ub7fc \ubd88\uc5b4\ub09c\ub2e4.<\/li>\n\n\n\n<li><strong>2<\/strong>\uc778\ud50c\ub808\uc774\uc158\u00b7\uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c \uc18d\uc5d0\uc11c\ub3c4 \ub192\uc740 EPS \uc131\uc7a5\ub960\uacfc \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub97c \uc720\uc9c0\ud558\ub294 \uc885\ubaa9\uc740 \uc2dc\uc7a5 \ub300\ube44 \uc544\uc6c3\ud37c\ud3fc\ud55c\ub2e4. \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4(NET), \ub370\uc774\ud130\ub3c5(DDOG), \ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4(PANW), \uc368\ubaa8\ud53c\uc154(TMO), AT&amp;T(T)\uac00 \ud575\uc2ec \ud6c4\ubcf4\ub2e4.<\/li>\n\n\n\n<li><strong>3<\/strong>\ubaa8\uba58\ud140 \ud22c\uc790\ub294 &#8216;\uc0c1\uc2b9 \uc911\uc778 \uc885\ubaa9\uc744 \ucd94\uaca9 \ub9e4\uc218&#8217;\uac00 \uc544\ub2c8\ub77c, \uacfc\uac70 \uc2e4\uc801\u00b7\ud380\ub354\uba58\ud138\u00b7\uae30\uc220\uc801 \ubaa8\uba58\ud140\uc744 \ubcf5\ud569 \ubd84\uc11d\ud574 \uc6b0\ub7c9\uc8fc\ub97c \uc120\ubcc4\ud558\ub294 \uaddc\uc728 \uc788\ub294 \uc804\ub7b5\uc774\ub2e4. \uc624\ub298 \ubc24\ubd80\ud130 \uc2e4\ucc9c \uac00\ub2a5\ud55c 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \ud65c\uc6a9\ud558\ub77c.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcc9 \uc11c\ub860: \ud558\ub77d\uc7a5, \uae30\ud68c\uc778\uac00 \ud568\uc815\uc778\uac00?<\/h2>\n\n\n\n<p>\ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc774 \uadf9\uc2ec\ud55c \uc2dc\uae30, \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \ud2b9\ud788 \ub098\uc2a4\ub2e5 \uc9c0\uc218\ub098 S&amp;P500\uc774 \ube60\ub974\uac8c \ud558\ub77d\ud560 \ub54c \uadf9\ub3c4\uc758 \uc2ec\ub9ac\uc801 \uc555\ubc15\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. &#8220;\uc774 \uc815\ub3c4\uba74 \ub9ce\uc774 \ub5a8\uc5b4\uc9c4 \uac83 \uc544\ub2cc\uac00?&#8221; &#8220;\uc774\uc81c \uc0ac\uba74 \ubc18\ub4f1\uc774 \uc624\uc9c0 \uc54a\uc744\uae4c?&#8221;\ub77c\ub294 \uc0dd\uac01\uc774 \ub4dc\ub294 \uac83\uc740 \ub108\ubb34\ub3c4 \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \uc778\uac04\uc758 \ubcf8\ub2a5\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc804\ubb38\uac00 \uc870\uc149 \ud638\uadf8\ub97c \ube44\ub86f\ud55c \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8 \ubca0\ud14c\ub791 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 \uacf5\ud1b5\uc801\uc73c\ub85c \uacbd\uace0\ud558\ub294 \uac83\uc740 \ubc14\ub85c \uc774 \uc2ec\ub9ac\uc801 \ud568\uc815, \uc989&nbsp;&#8216;\ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0(Falling Knife) \uc7a1\uae30&#8217;\uc758 \uc704\ud5d8\uc131\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>2022\ub144 \uae08\ub9ac \uc778\uc0c1 \uc0ac\uc774\ud074\uc774 \ubcf8\uaca9\ud654\ub418\uba74\uc11c \ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218\ub294 \uace0\uc810 \ub300\ube44 \uc57d 33% \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ub2f9\uc2dc \ub9ce\uc740 \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc774 &#8220;\uc774\uc81c \ubc14\ub2e5\uc774\uaca0\uc9c0&#8221;\ub77c\ub294 \ud310\ub2e8 \ud558\uc5d0 \ubc38\ub958\uc5d0\uc774\uc158 \uc870\uc815\uc744 \ubc1b\uc740 \uae30\uc220\uc8fc\ub97c \ub300\uac70 \ub9e4\uc218\ud588\uc9c0\ub9cc, \uc9c0\uc218\ub294 \uc774\ud6c4 \uc218\uac1c\uc6d4 \ub354 \ud558\ub77d\uc744 \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4. &#8216;\uc2f8 \ubcf4\uc778\ub2e4&#8217;\ub294 \uac83\uacfc &#8216;\uc2e4\uc81c\ub85c \ubc14\ub2e5\uc774\ub2e4&#8217;\ub294 \uc804\ud600 \ub2e4\ub978 \uc774\uc57c\uae30\uc785\ub2c8\ub2e4. \uc774 \uae00\uc5d0\uc11c\ub294 \uadf8 \ucc28\uc774\ub97c \uba85\ud655\ud788 \uc9da\uace0, \ud558\ub77d\uc7a5\uc5d0\uc11c \uc624\ud788\ub824 \uc218\uc775\uc744 \ub0bc \uc218 \uc788\ub294 \ubaa8\uba58\ud140 \ud22c\uc790 \uc804\ub7b5\uacfc \ud575\uc2ec \uc885\ubaa9 5\uac00\uc9c0\ub97c \uc2ec\uce35 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ubbf8\uad6d \uac70\uc8fc \ud22c\uc790\uc790\ub77c\uba74 401(k)\u00b7IRA \uacc4\uc88c \ub0b4 \ub9ac\ubc38\ub7f0\uc2f1 \ud0c0\uc774\ubc0d\uacfc \ubc30\ub2f9 \uc7ac\ud22c\uc790 \uc804\ub7b5\uc744, \ud55c\uad6d \uac70\uc8fc \ud22c\uc790\uc790\ub77c\uba74 \uc6d0\/\ub2ec\ub7ec \ud658\uc728 \ud750\ub984\uc744 \ud65c\uc6a9\ud55c \ud658\ub178\ucd9c \ub9e4\uc218 \ud0c0\uc810\uacfc \uc591\ub3c4\uc18c\ub4dd\uc138 \uc808\uc138 \ud50c\ub79c\uae4c\uc9c0 \ud568\uaed8 \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. &#8216;\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624&#8217;\uc5d0\uc11c \ub2e4\ub904\uc628 \uc2e4\uc804 \uc778\uc0ac\uc774\ud2b8\ub97c \uc774 \ub871\ud3fc \ud3ec\uc2a4\ud305 \ud55c \ud3b8\uc5d0 \uc9d1\uc57d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u26a0\ufe0f \uc139\uc158 1: &#8216;\ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0 \uc7a1\uae30&#8217;\u2014\ud558\ub77d\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud754\ud55c \uc2e4\uc218<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc65c \uac1c\uc778 \ud22c\uc790\uc790\ub294 \ud558\ub77d\uc8fc\ub97c \uc0ac\uace0 \uc2f6\uc5b4 \ud558\ub294\uac00<\/h3>\n\n\n\n<p>\ud589\ub3d9\uacbd\uc81c\ud559\uc5d0\uc11c\ub294 \uc774 \ud604\uc0c1\uc744 &#8216;\ud3c9\uade0 \ud68c\uadc0 \ud3b8\ud5a5(Mean Reversion Bias)&#8217;\uc774\ub77c\uace0 \ubd80\ub985\ub2c8\ub2e4. \uc0ac\ub78c\ub4e4\uc740 \uc8fc\uac00\uac00 \ud06c\uac8c \ub0b4\ub9ac\uba74 \uc5b8\uc820\uac00\ub294 \uc6d0\ub798 \uc218\uc900\uc73c\ub85c \ub3cc\uc544\uc62c \uac83\uc774\ub77c\uace0 \ubbff\ub294 \uacbd\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubbff\uc74c \uc790\uccb4\uac00 \uc644\uc804\ud788 \ud2c0\ub9b0 \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \uac74\uac15\ud55c \uae30\uc5c5\uc758 \uc8fc\uac00\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \ub0b4\uc7ac\uac00\uce58\ub97c \ud5a5\ud574 \uc218\ub834\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc73c\ub2c8\uae4c\uc694. \ubb38\uc81c\ub294 &#8216;\uadf8 \uae30\uc5c5\uc774 \uc815\ub9d0 \uac74\uac15\ud55c\uac00&#8217;\ub97c \ud655\uc778\ud558\uc9c0 \uc54a\uc740 \ucc44 \ub2e8\uc21c\ud788 &#8220;\ub9ce\uc774 \ube60\uc84c\uc73c\ub2c8 \uc0b0\ub2e4&#8221;\ub294 \ub17c\ub9ac\ub85c \uc811\uadfc\ud560 \ub54c \ubc1c\uc0dd\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc608\ub97c \ub4e4\uc5b4 2021\ub144 \uace0\uc810\uc5d0\uc11c \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uc778\uae30 \uc788\uc5c8\ub358 \uc77c\ubd80 SaaS(\uc11c\ube44\uc2a4\ud615 \uc18c\ud504\ud2b8\uc6e8\uc5b4) \uae30\uc5c5\ub4e4\uc740 PSR(\uc8fc\uac00\ub9e4\ucd9c\ube44\uc728)\uc774 30~50\ubc30\uc5d0 \ub2ec\ud588\uc2b5\ub2c8\ub2e4. 2022\ub144 \uae08\ub9ac \uc778\uc0c1\uc73c\ub85c \uc774 \ubc30\uc218\uac00 10\ubc30 \uc774\ud558\ub85c \uc555\ucd95\ub418\uba74\uc11c \uc8fc\uac00\uac00 70~80% \ud3ed\ub77d\ud588\ub294\ub370, \ub9ce\uc740 \ud22c\uc790\uc790\ub4e4\uc774 50% \ud558\ub77d \uc2dc\uc810\uc5d0\uc11c &#8220;\uc774\uc81c \ucda9\ubd84\ud788 \uc30c\ub2e4&#8221;\uba70 \ub9e4\uc218\ud588\uc9c0\ub9cc \ucd94\uac00 \ud558\ub77d\uc774 \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \uace0\uc131\uc7a5\uc774 \uc804\uc81c\ub410\ub358 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc815\uc0c1\ud654\ub418\ub294 \uad6c\uac04\uc5d0\uc11c\ub294 \uc8fc\uac00 \uc218\uc900\ub9cc \ubcf4\ub294 \uac83\uc774 \uc5bc\ub9c8\ub098 \uc704\ud5d8\ud55c\uc9c0\ub97c \uc798 \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_9k4bsb9k4bsb9k4b-1024x572.png\" alt=\"\" class=\"wp-image-777\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_9k4bsb9k4bsb9k4b-1024x572.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_9k4bsb9k4bsb9k4b-300x167.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_9k4bsb9k4bsb9k4b-768x429.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_9k4bsb9k4bsb9k4b-1536x857.png 1536w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_9k4bsb9k4bsb9k4b-2048x1143.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud380\ub354\uba58\ud138 \uc5c6\ub294 &#8216;\uc800\uac00 \ub9e4\uc218&#8217;\ub294 \ud22c\uae30\ub2e4<\/h3>\n\n\n\n<p>\uc9c4\uc815\ud55c \uc800\uac00 \ub9e4\uc218\ub294 \uc138 \uac00\uc9c0 \uc870\uac74\uc744 \ucda9\uc871\ud574\uc57c \ud569\ub2c8\ub2e4. \uccab\uc9f8, \uae30\uc5c5\uc758 EPS(\uc8fc\ub2f9\uc21c\uc774\uc775) \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\uac00 \ud6fc\uc190\ub418\uc9c0 \uc54a\uc558\uc744 \uac83. \ub458\uc9f8, \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\uac00 \uc2dc\uc7a5 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud558\uac70\ub098 \uc0c1\ud68c\ud560 \uac83. \uc14b\uc9f8, \uc5c5\uc885 \ub0b4 \uacbd\uc7c1 \uc6b0\uc704(\ud574\uc790, Moat)\uac00 \uc720\uc9c0\ub418\uace0 \uc788\uc744 \uac83. \uc774 \uc138 \uac00\uc9c0 \uc911 \ud558\ub098\ub77c\ub3c4 \uade0\uc5f4\uc774 \uc0dd\uacbc\ub2e4\uba74 \uc8fc\uac00\uac00 \uc544\ubb34\ub9ac \ub0b4\ub838\uc5b4\ub3c4 \uadf8\uac83\uc740 &#8216;\uc2fc \uac83&#8217;\uc774 \uc544\ub2c8\ub77c &#8216;\uadfc\ubcf8\uc801\uc73c\ub85c \uc774\uc720 \uc788\ub294 \ud558\ub77d&#8217;\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc870\uc149 \ud638\uadf8\ub294 \ubc14\ub85c \uc774 \uc9c0\uc810\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. &#8220;\uc8fc\uac00\uac00 \ub0b4\ub838\ub2e4\ub294 \uc0ac\uc2e4 \uc790\uccb4\ub294 \ub9e4\uc218 \uadfc\uac70\uac00 \uc544\ub2c8\ub2e4. \uc2e4\uc801\uc774 \uacac\uace0\ud558\uace0, \ub9e4\ucd9c \ubaa8\uba58\ud140\uc774 \uc0b4\uc544\uc788\ub294 \uc885\ubaa9\uc774 \uae30\uc220\uc801 \uc870\uc815\uc744 \ubc1b\uc744 \ub54c \uadf8\uac83\uc774 \uc9c4\uc9dc \uae30\ud68c\ub2e4.&#8221; \uc774 \uc6d0\uce59\uc774 \uc544\ub798\uc5d0\uc11c \uc18c\uac1c\ud560 5\uac00\uc9c0 \uc885\ubaa9 \uc120\ud0dd\uc758 \uadfc\uac70\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p>-33%<\/p>\n\n\n\n<p>2022\ub144 \ub098\uc2a4\ub2e5 \ucd5c\ub300 \ub099\ud3ed<\/p>\n\n\n\n<p>70%+<\/p>\n\n\n\n<p>\uc77c\ubd80 \uace0\ubc38\ub958 SaaS \ud558\ub77d\ud3ed<\/p>\n\n\n\n<p>3\uac00\uc9c0<\/p>\n\n\n\n<p>\uc9c4\uc9dc \uc800\uac00 \ub9e4\uc218 \uc870\uac74<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\ude80 \uc139\uc158 2: \ubaa8\uba58\ud140 \ud22c\uc790 \uc804\ub7b5\u2014\uc0c1\uc2b9\uc138\ub97c \uc720\uc9c0\ud558\ub294 \uc885\ubaa9\ub9cc \uace8\ub77c\ub77c<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ubaa8\uba58\ud140 \ud22c\uc790\ub780 \ubb34\uc5c7\uc778\uac00<\/h3>\n\n\n\n<p>\ubaa8\uba58\ud140 \ud22c\uc790(Momentum Investing)\ub294 \ub2e8\uc21c\ud788 \uc624\ub974\ub294 \uc8fc\uc2dd\uc744 \ub4a4\ub2a6\uac8c \ucd94\uaca9 \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uc544\ub2d9\ub2c8\ub2e4. \ud559\uc220\uc801\uc73c\ub85c\ub294 &#8216;\uacfc\uac70 12\uac1c\uc6d4 \uc218\uc775\ub960\uc774 \uc0c1\uc704 10~20%\uc5d0 \uc18d\ud558\ub294 \uc885\ubaa9\uc740 \ud5a5\ud6c4 3~12\uac1c\uc6d4\uac04 \uacc4\uc18d \uc544\uc6c3\ud37c\ud3fc\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\ub2e4&#8217;\ub294 \uc2e4\uc99d \uc5f0\uad6c\uc5d0 \uae30\ubc18\ud55c \ud329\ud130 \ud22c\uc790 \ubc29\ubc95\ub860\uc785\ub2c8\ub2e4. 1993\ub144 Jegadeesh &amp; Titman\uc758 \uc5f0\uad6c \uc774\ud6c4 \uc218\uc2ed \ub144\uac04 \uae00\ub85c\ubc8c \uc8fc\uc2dd\uc2dc\uc7a5\uc5d0\uc11c \ubc18\ubcf5 \uac80\uc99d\ub41c \uc804\ub7b5\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc911\uc694\ud55c \uac83\uc740 \ubaa8\uba58\ud140\uc758 &#8216;\uc9c8(Quality)&#8217;\uc785\ub2c8\ub2e4. \ub2e8\uc21c\ud788 \uac00\uaca9 \ubaa8\uba58\ud140\ub9cc \ubcf4\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \uc774\uc775 \ubaa8\uba58\ud140(EPS \uc0c1\ud5a5 \uc870\uc815)\uacfc \uac00\uaca9 \ubaa8\uba58\ud140\uc774 \ub3d9\uc2dc\uc5d0 \uc0b4\uc544\uc788\ub294 \uc885\ubaa9\uc744 \ucc3e\uc544\uc57c \ud569\ub2c8\ub2e4. \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 EPS \ucd94\uc815\uce58\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc62c\ub9ac\uace0 \uc788\uace0, \uc2e4\uc81c \uc8fc\uac00\ub3c4 52\uc8fc \uace0\uc810\uc5d0 \uadfc\uc811\ud558\uac70\ub098 \uc2e0\uace0\uac00\ub97c \ub3cc\ud30c\ud558\ub294 \uc885\ubaa9\uc774 \uc774\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \ud558\ub77d\uc7a5\uc5d0\uc11c S&amp;P500 \ub300\ube44 \ub099\ud3ed\uc774 \ud604\uc800\ud788 \uc791\uac70\ub098, \ube60\ub974\uac8c \ubc18\ub4f1\ud558\ub294 \uc885\ubaa9\ub4e4\uc774 \ubc14\ub85c \uc774\ub7f0 \ud2b9\uc131\uc744 \uac16\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud558\ub77d\uc7a5\uc5d0\uc11c \ubaa8\uba58\ud140 \uc885\ubaa9\uc744 \uace0\ub974\ub294 4\uac00\uc9c0 \uae30\uc900<\/h3>\n\n\n\n<p>\uccab\uc9f8,&nbsp;\uc0c1\ub300 \uac15\ub3c4(Relative Strength)\ub97c \ud655\uc778\ud558\uc138\uc694. \uc2dc\uc7a5 \uc804\uccb4\uac00 -10% \ube60\uc9c0\ub294 \ub3d9\uc548 \ud574\ub2f9 \uc885\ubaa9\uc774 -3% \uc218\uc900\uc744 \uc720\uc9c0\ud55c\ub2e4\uba74 \ub0b4\ubd80\uc801\uc73c\ub85c \uac15\ud55c \ub9e4\uc218\uc138\uac00 \uc788\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \ub458\uc9f8,&nbsp;\uc218\uc775 \uac00\uc774\ub358\uc2a4 \uc0c1\ud5a5&nbsp;\uc5ec\ubd80\ub97c \uccb4\ud06c\ud558\uc138\uc694. \uc9c1\uc804 \ubd84\uae30 \uc5b4\ub2dd\ucf5c\uc5d0\uc11c \uacbd\uc601\uc9c4\uc774 \uac00\uc774\ub358\uc2a4\ub97c \uc62c\ub838\ub294\uc9c0, \uc544\ub2c8\uba74 \uc720\uc9c0\uc870\ucc28 \ubabb\ud588\ub294\uc9c0\uac00 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uc14b\uc9f8, \ud574\ub2f9 \uae30\uc5c5\uc774 \uc18d\ud55c&nbsp;\uc139\ud130\uc758 \uad6c\uc870\uc801 \uc131\uc7a5\uc774 \uc911\u00b7\uc7a5\uae30\uc801\uc73c\ub85c \uc720\ud6a8\ud55c\uc9c0\ub97c \ud310\ub2e8\ud574\uc57c \ud569\ub2c8\ub2e4. AI, \uc0ac\uc774\ubc84 \ubcf4\uc548, \uc0dd\uba85\uacfc\ud559\ucc98\ub7fc \uc218\uc694\uac00 \uacbd\uae30 \uc0ac\uc774\ud074\uc744 \ucd08\uc6d4\ud558\ub294 \ubd84\uc57c\uc778\uc9c0\ub97c \ubd10\uc57c \ud569\ub2c8\ub2e4. \ub137\uc9f8,&nbsp;\uae30\uad00 \ud22c\uc790\uc790 \ud3ec\uc9c0\uc158\uc785\ub2c8\ub2e4. 13F \uacf5\uc2dc\ub97c \ud1b5\ud574 \ub300\ud615 \ud5e4\uc9c0\ud380\ub4dc\ub098 \ubba4\ucd94\uc5bc\ud380\ub4dc\uac00 \ucd5c\uadfc \ud574\ub2f9 \uc885\ubaa9\uc744 \ub298\ub9ac\uace0 \uc788\ub294\uc9c0\ub97c \ud655\uc778\ud558\uba74 \uae30\uad00\uc758 &#8216;\uc2a4\ub9c8\ud2b8 \uba38\ub2c8&#8217; \ud750\ub984\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_je4c3vje4c3vje4c-1024x572.png\" alt=\"\" class=\"wp-image-778\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_je4c3vje4c3vje4c-1024x572.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_je4c3vje4c3vje4c-300x167.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_je4c3vje4c3vje4c-768x429.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_je4c3vje4c3vje4c-1536x857.png 1536w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_je4c3vje4c3vje4c-2048x1143.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udd0d \uc139\uc158 3: \uc778\ud50c\ub808\uc774\uc158\u00b7\uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c \uc18d \ud575\uc2ec 5\uc885\ubaa9 \uc2ec\uce35 \ubd84\uc11d<\/h2>\n\n\n\n<p>\uc9c0\uae08\ubd80\ud130 \uc18c\uac1c\ud560 \ub2e4\uc12f \uc885\ubaa9\uc740 \ub2e8\uc21c\ud55c \ud14c\ub9c8\uc8fc\uac00 \uc544\ub2d9\ub2c8\ub2e4. \ub9e4\ucd9c \uc131\uc7a5\ub960, EPS \uac00\uc774\ub358\uc2a4, \uc790\uc720\ud604\uae08\ud750\ub984(FCF), \ud574\ub2f9 \uc5c5\uc885\uc758 \uad6c\uc870\uc801 \uc131\uc7a5\uc131\uc744 \uc885\ud569\uc801\uc73c\ub85c \uac80\ud1a0\ud55c \uacb0\uacfc, \ud604\uc7ac\uc758 \uac70\uc2dc\uacbd\uc81c \ubd88\ud655\uc2e4\uc131 \uc18d\uc5d0\uc11c\ub3c4 \ud0c4\ud0c4\ud55c \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \ud310\ub2e8\ub418\ub294 \uc885\ubaa9\ub4e4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>NET<\/p>\n\n\n\n<p>\ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4<\/p>\n\n\n\n<p>Cloudflare \u00b7 NYSE: NET<\/p>\n\n\n\n<p>AI \ud2b8\ub798\ud53d \ubcf4\uc548 + \ub124\ud2b8\uc6cc\ud06c \uc5e3\uc9c0 \uc778\ud504\ub77c\uc758 \ud575\uc2ec \uc218\ud61c\uc8fc. \uc81c\ub85c\ud2b8\ub7ec\uc2a4\ud2b8(Zero Trust) \ubcf4\uc548 \uc218\uc694 \uae09\uc99d\uc73c\ub85c ARR(\uc5f0\uac04 \ubc18\ubcf5 \uc218\uc775) \uace0\uc131\uc7a5 \uc9c0\uc18d.<\/p>\n\n\n\n<p>AI \uc778\ud504\ub77c\uc0ac\uc774\ubc84\ubcf4\uc548\uace0\uc131\uc7a5 SaaS<\/p>\n\n\n\n<p>DDOG<\/p>\n\n\n\n<p>\ub370\uc774\ud130\ub3c5<\/p>\n\n\n\n<p>Datadog \u00b7 NASDAQ: DDOG<\/p>\n\n\n\n<p>\ud074\ub77c\uc6b0\ub4dc \ubaa8\ub2c8\ud130\ub9c1\u00b7\uc635\uc800\ubc84\ube4c\ub9ac\ud2f0 \uc2dc\uc7a5 1\uc704. AI \uc6cc\ud06c\ub85c\ub4dc \ubaa8\ub2c8\ud130\ub9c1 \uc218\uc694\uc640 \ud568\uaed8 \uace0\uac1d\ub2f9 ARR(ARPU) \uc9c0\uc18d \ud655\ub300. NRR(\uc21c\uc218\uc775\uc720\uc9c0\uc728) 120%+ \uc720\uc9c0.<\/p>\n\n\n\n<p>\ud074\ub77c\uc6b0\ub4dc \ubaa8\ub2c8\ud130\ub9c1AI \uc635\uc800\ubc84\ube4c\ub9ac\ud2f0NRR 120%+<\/p>\n\n\n\n<p>PANW<\/p>\n\n\n\n<p>\ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4<\/p>\n\n\n\n<p>Palo Alto Networks \u00b7 NASDAQ: PANW<\/p>\n\n\n\n<p>\uc0ac\uc774\ubc84 \ubcf4\uc548 \ud50c\ub7ab\ud3fc \ud1b5\ud569(Platformization) \uc804\ub7b5\uc73c\ub85c \uace0\uac1d \ub77d\uc778 \ud6a8\uacfc \uadf9\ub300\ud654. \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c \uace0\uc870 \uc2dc \uc0ac\uc774\ubc84 \ubcf4\uc548 \uc608\uc0b0\uc740 \uacbd\uae30 \ubb34\uad00\ud558\uac8c \uc99d\uac00.<\/p>\n\n\n\n<p>\uc0ac\uc774\ubc84\ubcf4\uc548 1\uc704\ud50c\ub7ab\ud3fc\ud654\ubc29\uc5b4\uc801 \uc131\uc7a5\uc8fc<\/p>\n\n\n\n<p>TMO<\/p>\n\n\n\n<p>\uc368\ubaa8\ud53c\uc154 \uc0ac\uc774\uc5b8\ud2f0\ud53d<\/p>\n\n\n\n<p>Thermo Fisher Scientific \u00b7 NYSE: TMO<\/p>\n\n\n\n<p>\uc0dd\uba85\uacfc\ud559 \uc7a5\ube44\u00b7\uc2dc\uc57d \ubd84\uc57c\uc758 \uae00\ub85c\ubc8c \uc808\ub300 \uac15\uc790. \uc81c\uc57d\u00b7\ubc14\uc774\uc624 R&amp;D \uc9c0\ucd9c\uc740 \uacbd\uae30 \ud558\uac15\uc5d0\ub3c4 \ube44\ud0c4\ub825\uc801. \uc548\uc815\uc801\uc778 EPS \uc131\uc7a5\uacfc \ubc30\ub2f9 \uc131\uc7a5 \uc774\ub825.<\/p>\n\n\n\n<p>\uc0dd\uba85\uacfc\ud559\uacbd\uae30\ubc29\uc5b4\uc8fc\ubc30\ub2f9 \uc131\uc7a5<\/p>\n\n\n\n<p>T<\/p>\n\n\n\n<p>AT&amp;T<\/p>\n\n\n\n<p>AT&amp;T Inc. \u00b7 NYSE: T<\/p>\n\n\n\n<p>5G \uc778\ud504\ub77c \ud655\uc7a5\uacfc \ubd80\ucc44 \ucd95\uc18c \uc9c4\ud589 \uc911. \ub192\uc740 \ubc30\ub2f9\uc218\uc775\ub960(5~6%\ub300)\ub85c \ud558\ub77d\uc7a5 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc548\uc815\ud310 \uc5ed\ud560. FCF \uac1c\uc120\uc138\uac00 \ud575\uc2ec \ubaa8\ub2c8\ud130\ub9c1 \ud3ec\uc778\ud2b8.<\/p>\n\n\n\n<p>\uace0\ubc30\ub2f95G \uc778\ud504\ub77cFCF \uac1c\uc120<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4(NET): AI \uc2dc\ub300\uc758 \ubcf4\uc548 \uace0\uc18d\ub3c4\ub85c<\/h3>\n\n\n\n<p>\ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4\ub294 \ub2e8\uc21c\ud55c CDN(\ucf58\ud150\uce20 \uc804\uc1a1 \ub124\ud2b8\uc6cc\ud06c) \uae30\uc5c5\uc744 \ub118\uc5b4, \uc804 \uc138\uacc4 \uc778\ud130\ub137 \ud2b8\ub798\ud53d\uc758 \uc57d 20%\uac00 \uacbd\uc720\ud558\ub294 \uae00\ub85c\ubc8c \ub124\ud2b8\uc6cc\ud06c \uc778\ud504\ub77c\ub85c \uc9c4\ud654\ud588\uc2b5\ub2c8\ub2e4. AI \uc11c\ube44\uc2a4\uc758 \ud3ed\ubc1c\uc801 \uc131\uc7a5\uc740 \uace7 \uc5c4\uccad\ub09c \uc591\uc758 \uc778\ud130\ub137 \ud2b8\ub798\ud53d\uc744 \uc758\ubbf8\ud558\uba70, \uc774\ub97c \uc548\uc804\ud558\uac8c \ucc98\ub9ac\ud558\ub294 \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4\uc758 \uc5ed\ud560\uc774 \ub354\uc6b1 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 SASE(\ubcf4\uc548 \uc561\uc138\uc2a4 \uc11c\ube44\uc2a4 \uc5e3\uc9c0)\uc640 Zero Trust \uc544\ud0a4\ud14d\ucc98 \ubd84\uc57c\uc5d0\uc11c \ud3ec\ub974\ud2f0\ub137, \uc9c0\uc2a4\ucf00\uc77c\ub7ec\uc640 \uacbd\uc7c1\ud558\uba74\uc11c\ub3c4 \ud655\uc2e4\ud55c \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc \ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4\ub294 \uc5f0\uac04 \ub9e4\ucd9c \uc131\uc7a5\ub960 28~30%\ub300\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc5f0\uac04 \uc9c0\ucd9c 100\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc758 \ub300\ud615 \uace0\uac1d(Large Customer) \uc218\uac00 \uafb8\uc900\ud788 \uc99d\uac00\ud558\ub294 \ucd94\uc138\uc785\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uc21c \uac00\uc785\uc790 \ud655\ubcf4\ub97c \ub118\uc5b4 \uae30\uc5c5 \ud575\uc2ec \uc778\ud504\ub77c\ub85c\uc758 \uae4a\uc740 \uce68\ud22c\ub97c \uc758\ubbf8\ud569\ub2c8\ub2e4. \ud558\ub77d\uc7a5\uc5d0\uc11c NET \uc8fc\uac00\uac00 \uc870\uc815\uc744 \ubc1b\uc744 \ub54c \uc624\ud788\ub824 \uc7a5\uae30 \uc131\uc7a5\uc131\uc744 \uc800\ub834\ud558\uac8c \uc0b4 \uc218 \uc788\ub294 \uae30\ud68c\ub85c \ubd10\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ub370\uc774\ud130\ub3c5(DDOG): \ud074\ub77c\uc6b0\ub4dc \uc2dc\ub300\uc758 &#8216;\ubaa8\ub4e0 \uac83\uc744 \ubcf4\ub294 \ub208&#8217;<\/h3>\n\n\n\n<p>\ub370\uc774\ud130\ub3c5\uc740 \ubcf5\uc7a1\ud55c \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub97c \uc2e4\uc2dc\uac04\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\ub294 \uc635\uc800\ubc84\ube4c\ub9ac\ud2f0(Observability) \ud50c\ub7ab\ud3fc\uc758 \uc120\ub450 \uae30\uc5c5\uc785\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc774 AWS, Azure, GCP\uc5d0 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc774\uc804\ud558\uace0 AI \uc11c\ube44\uc2a4\ub97c \uad6c\ucd95\ud560\uc218\ub85d, \uadf8 \ubaa8\ub4e0 \uac83\uc744 \ud1b5\ud569 \ubaa8\ub2c8\ud130\ub9c1\ud558\ub294 \ub370\uc774\ud130\ub3c5\uc758 \uc218\uc694\ub294 \ud544\uc5f0\uc801\uc73c\ub85c \uc99d\uac00\ud569\ub2c8\ub2e4. \ud575\uc2ec \uacbd\uc7c1\ub825\uc740 \uace0\uac1d\uc774 \ud55c\ubc88 \ub3c4\uc785\ud558\uba74 \uc810\uc810 \ub354 \ub9ce\uc740 \ubaa8\ub4c8\uc744 \ucd94\uac00\ud558\uac8c \ub418\ub294 &#8216;\ud50c\ub77c\uc774\ud720 \ud6a8\uacfc&#8217;\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ub370\uc774\ud130\ub3c5\uc758 NRR(\uc21c\uc218\uc775\uc720\uc9c0\uc728)\uc774 120% \uc774\uc0c1\uc744 \uc720\uc9c0\ud55c\ub2e4\ub294 \uac83\uc740, \uae30\uc874 \uace0\uac1d\ub4e4\uc774 \ub9e4\ub144 20% \uc774\uc0c1 \ub354 \ub9ce\uc740 \ub3c8\uc744 \uc4f4\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4. \uc774\ub294 \uc2e0\uaddc \uace0\uac1d \uc720\uce58 \uc5c6\uc774\ub3c4 \uc790\uc5f0\uc801\uc73c\ub85c \uc131\uc7a5\ud558\ub294 \ucd5c\uac15\uc758 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc785\ub2c8\ub2e4. AI \uc5d0\uc774\uc804\ud2b8\uc640 LLM(\ub300\ud615 \uc5b8\uc5b4\ubaa8\ub378) \uc11c\ube44\uc2a4\uac00 \ud655\uc0b0\ub420\uc218\ub85d \uc774\ub4e4\uc758 \uc131\ub2a5\uacfc \ube44\uc6a9\uc744 \ucd94\uc801\ud558\ub294 \ub370\uc774\ud130\ub3c5\uc758 LLM \uc635\uc800\ubc84\ube4c\ub9ac\ud2f0 \uae30\ub2a5\uc758 \uc218\uc694\ub3c4 \ud3ed\ubc1c\uc801\uc73c\ub85c \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4(PANW): \uc9c0\uc815\ud559 \uc704\uae30\uc758 \ucd5c\ub300 \uc218\ud61c\uc8fc<\/h3>\n\n\n\n<p>\ub7ec\uc2dc\uc544-\uc6b0\ud06c\ub77c\uc774\ub098 \uc804\uc7c1, \uc911\ub3d9 \ubd84\uc7c1, \ubbf8\uc911 \uae30\uc220 \ud328\uad8c \uacbd\uc7c1 \ub4f1 \uc9c0\uc815\ud559\uc801 \ubd88\uc548\uc774 \uace0\uc870\ub420\uc218\ub85d \uad6d\uac00\uc640 \uae30\uc5c5 \ubaa8\ub450 \uc0ac\uc774\ubc84 \ubcf4\uc548 \uc608\uc0b0\uc744 \ub298\ub9bd\ub2c8\ub2e4. \ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4\ub294 \uc774 \ud750\ub984\uc758 \uc9c1\uc811\uc801 \uc218\ud61c\uc790\uc785\ub2c8\ub2e4. \ud2b9\ud788 CEO \ub2c8\ucf00\uc26c \uc544\ub85c\ub77c\uac00 \uc8fc\ub3c4\ud558\ub294 &#8216;\ud50c\ub7ab\ud3fc\ud654(Platformization)&#8217; \uc804\ub7b5\u2014\uc5ec\ub7ec \ud3ec\uc778\ud2b8 \uc194\ub8e8\uc158\uc744 \ud558\ub098\uc758 \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ub300\uccb4\u2014\uc740 \uace0\uac1d\uc758 \ubca4\ub354 \uc218\ub97c \uc904\uc774\uba74\uc11c\ub3c4 PANW\uc5d0 \ub300\ud55c \uc9c0\ucd9c\uc740 \ub298\ub9ac\ub294 \uad6c\uc870\ub97c \ub9cc\ub4e4\uc5b4\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc \uc5b4\ub2dd\ucf5c\uc5d0\uc11c \uacbd\uc601\uc9c4\uc740 RPO(\uc794\uc874 \uc774\ud589 \uc758\ubb34)\uc758 \uc9c0\uc18d\uc801\uc778 \uc99d\uac00\uc640 \ud568\uaed8 \ucc28\uc138\ub300 \ubc29\ud654\ubcbd, Cortex AI \ubcf4\uc548 \ud50c\ub7ab\ud3fc\uc758 \uc218\uc8fc \uc131\uc7a5\uc138\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. NGS(\ucc28\uc138\ub300 \ubcf4\uc548) ARR\uc774 40\uc5b5 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud558\uba70 \uace0\uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uace0, \uc774 \ubaa8\uba58\ud140\uc740 \ub2e8\uae30\uac04\uc5d0 \uaebe\uc774\uae30 \uc5b4\ub824\uc6b4 \uad6c\uc870\uc801 \uc131\uaca9\uc744 \ub760\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc368\ubaa8\ud53c\uc154 \uc0ac\uc774\uc5b8\ud2f0\ud53d(TMO): \ubd88\ud669\uc744 \ubaa8\ub974\ub294 \uc0dd\uba85\uacfc\ud559\uc758 \uc778\ud504\ub77c<\/h3>\n\n\n\n<p>\uc81c\uc57d\u00b7\ubc14\uc774\uc624 \uc0b0\uc5c5\uc740 \uacbd\uae30 \uce68\uccb4\uae30\uc5d0\ub3c4 R&amp;D \ud22c\uc790\ub97c \uc27d\uac8c \uc904\uc774\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc2e0\uc57d \uac1c\ubc1c \ud30c\uc774\ud504\ub77c\uc778\uc740 \uacbd\uae30\uc640 \ubb34\uad00\ud558\uac8c \uc9c4\ud589\ub418\uba70, \uac01\uad6d \uc815\ubd80\uc758 \ubc14\uc774\uc624 \ud5ec\uc2a4 \ud22c\uc790\ub3c4 \uafb8\uc900\ud569\ub2c8\ub2e4. \uc368\ubaa8\ud53c\uc154\ub294 \uc774 \ubaa8\ub4e0 \uc5f0\uad6c\u00b7\uac1c\ubc1c\u00b7\uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \uc5c6\uc5b4\uc11c\ub294 \uc548 \ub420 \uc7a5\ube44, \uc2dc\uc57d, CDMO(\uc704\ud0c1\uac1c\ubc1c\uc0dd\uc0b0) \uc11c\ube44\uc2a4\ub97c \uacf5\uae09\ud558\ub294 &#8216;\uc0dd\uba85\uacfc\ud559\uc758 \uc778\ud504\ub77c \uae30\uc5c5&#8217;\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>2020~2022\ub144 \ucf54\ub85c\ub09819 \ud2b9\uc218(PCR \ud0a4\ud2b8, mRNA \ubc31\uc2e0 \uc6d0\ub8cc \ub4f1)\uac00 \ub05d\ub098\uba74\uc11c \uc77c\uc2dc\uc801\uc778 \uc2e4\uc801 \uace0\uc810 \ubd80\ub2f4\uc774 \uc788\uc5c8\uc9c0\ub9cc, \ucf54\uc5b4 \ube44\uc988\ub2c8\uc2a4\uc758 \uc7a5\uae30 \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\ub294 \ud6fc\uc190\ub418\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. EPS\ub294 \ucf54\ub85c\ub098 \ud2b9\uc218 \uc774\uc804\ubcf4\ub2e4 \ud6e8\uc52c \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uc548\uc815\uc801\uc73c\ub85c \uc131\uc7a5 \uc911\uc774\uba70, \ubc30\ub2f9 \uc131\uc7a5 \uc774\ub825\ub3c4 \uacac\uace0\ud569\ub2c8\ub2e4. \ubbf8\uad6d \uac70\uc8fc \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 IRA \uacc4\uc88c \ub0b4 \ubc30\ub2f9 \uc7ac\ud22c\uc790 \uc804\ub7b5\uc5d0 \ub9e4\uc6b0 \uc801\ud569\ud55c \uc885\ubaa9\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AT&amp;T(T): \ud558\ub77d\uc7a5\uc758 \ubc29\uc5b4\ub9c9, \uace0\ubc30\ub2f9 + 5G \uc131\uc7a5<\/h3>\n\n\n\n<p>AT&amp;T\ub294 \ub9ce\uc740 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c &#8216;\ub290\ub9ac\uace0 \uc9c0\ub8e8\ud55c \ud1b5\uc2e0\uc8fc&#8217;\ub85c \uc778\uc2dd\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud558\ub77d\uc7a5\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ubcc0\ub3d9\uc131\uc744 \uc904\uc774\ub294 \ubc29\uc5b4\uc801 \uc790\uc0b0\uc73c\ub85c\uc11c\uc758 \uc5ed\ud560\uc740 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. 5~6%\ub300 \ubc30\ub2f9\uc218\uc775\ub960\uc740 \ud604\uae08 \ud750\ub984\uc744 \uafb8\uc900\ud788 \ub9cc\ub4e4\uc5b4\uc8fc\uba70, \uadf8 \ubc30\ub2f9\uc744 \uc7ac\ud22c\uc790\ud560 \uacbd\uc6b0 \ubcf5\ub9ac \ud6a8\uacfc\uac00 \uc0c1\ub2f9\ud569\ub2c8\ub2e4. \ud55c\uad6d \uac70\uc8fc \ud22c\uc790\uc790\ub77c\uba74 \uc6d0\/\ub2ec\ub7ec \ud658\uc728\uc774 \ub192\uc740 \uc2dc\uc810\uc5d0 \ub2ec\ub7ec \uc790\uc0b0\uc73c\ub85c AT&amp;T\ub97c \ubcf4\uc720\ud558\ub294 \uac83\ub9cc\uc73c\ub85c\ub3c4 \uc774\uc911\uc758 \uc218\uc775 \uae30\ud68c\uac00 \uc0dd\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc AT&amp;T\uc758 \uac00\uc7a5 \uc911\uc694\ud55c \ud22c\uc790 \ud3ec\uc778\ud2b8\ub294 \ubd80\ucc44 \ucd95\uc18c \uc9c4\ud589 \uc0c1\ud669\uacfc FCF(\uc790\uc720\ud604\uae08\ud750\ub984) \uac1c\uc120 \uc5ec\ubd80\uc785\ub2c8\ub2e4. WarnerMedia \ubd84\uc0ac \uc774\ud6c4 \ubcf8\uc5c5\uc5d0 \uc9d1\uc911\ud558\uba74\uc11c FCF \ucc3d\ucd9c \ub2a5\ub825\uc774 \ud68c\ubcf5\ub418\uace0 \uc788\uc73c\uba70, 5G \ub124\ud2b8\uc6cc\ud06c \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc644\uc131\ud574\uac00\ub294 \uacfc\uc815\uc5d0\uc11c CAPEX \ubd80\ub2f4\ub3c4 \uc810\ucc28 \uc904\uc5b4\ub4e4 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc548\uc815\uc801\uc778 \ud604\uae08 \ud750\ub984\uc744 \uc6d0\ud558\ub294 \uc7a5\uae30 \ud22c\uc790\uc790, \ud2b9\ud788 \uc740\ud1f4 \uc790\uc0b0 \uc6b4\uc6a9\uc744 \uace0\ubbfc\ud558\ub294 \ud22c\uc790\uc790\uc5d0\uac8c AT&amp;T\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \ub4e0\ub4e0\ud55c \uc575\ucee4\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udf0f \uc139\uc158 4: \ubbf8\uad6d \uac70\uc8fc\uc790 vs \ud55c\uad6d \uac70\uc8fc\uc790 \u2014 \ub9de\ucda4 \ud22c\uc790 \uc804\ub7b5<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ubbf8\uad6d \uac70\uc8fc \ud22c\uc790\uc790: 401(k)\u00b7IRA\ub97c \ucd5c\ub300\ud55c \ud65c\uc6a9\ud558\ub77c<\/h3>\n\n\n\n<p>\ubbf8\uad6d\uc5d0 \uac70\uc8fc\ud558\uba70 \ubbf8\uad6d \uc8fc\uc2dd\uc5d0 \ud22c\uc790\ud558\ub294 \ubd84\ub4e4\uc758 \uac00\uc7a5 \ud070 \ubb34\uae30\ub294 \uc138\uae08 \ud61c\ud0dd \uacc4\uc88c\uc785\ub2c8\ub2e4. 401(k)\ub294 \uc138\uc804 \ub0a9\uc785(Traditional)\uc73c\ub85c \ud604\uc7ac \uc138\uae08\uc744 \uc904\uc774\uac70\ub098 \uc138\ud6c4 \ub0a9\uc785(Roth)\uc73c\ub85c \ubbf8\ub798 \uc778\ucd9c \uc2dc \ube44\uacfc\uc138 \ud61c\ud0dd\uc744 \ubc1b\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4. \ud558\ub77d\uc7a5\uc740 \uc624\ud788\ub824 \uc774 \uacc4\uc88c \uc548\uc5d0\uc11c \ub354 \ub9ce\uc740 \uc8fc\uc2dd\uc744 \ub0ae\uc740 \uac00\uaca9\uc5d0 \uc0b4 \uc218 \uc788\ub294 \uae30\ud68c\uc785\ub2c8\ub2e4. \uc790\ub3d9 \ub0a9\uc785(Payroll Deduction) \ubc29\uc2dd\uc73c\ub85c \ud558\ub77d\uc7a5\uc5d0\ub3c4 \uafb8\uc900\ud788 \ub0a9\uc785\ud558\uba74 \ub2ec\ub7ec \ube44\uc6a9 \ud3c9\uade0\ud654(DCA) \ud6a8\uacfc\uac00 \uadf9\ub300\ud654\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc704\uc5d0\uc11c \uc18c\uac1c\ud55c 5\uc885\ubaa9 \uc911 AT&amp;T\uc640 \uc368\ubaa8\ud53c\uc154 \uc0ac\uc774\uc5b8\ud2f0\ud53d\uc740 IRA \uacc4\uc88c \ub0b4 \ubc30\ub2f9 \uc7ac\ud22c\uc790(DRIP) \uc804\ub7b5\uc5d0 \ud2b9\ud788 \uc801\ud569\ud569\ub2c8\ub2e4. \ubc30\ub2f9\uae08\uc774 \uc138\uae08 \uc5c6\uc774 \uc790\ub3d9 \uc7ac\ud22c\uc790\ub418\uc5b4 \ubcf5\ub9ac \ud6a8\uacfc\ub97c \uadf9\ub300\ud654\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4, \ub370\uc774\ud130\ub3c5, \ud314\ub85c\uc54c\ud1a0 \uac19\uc740 \uace0\uc131\uc7a5\uc8fc\ub294 Roth IRA\uc5d0 \ub2f4\uc544 \uc7a5\uae30 \uc790\ubcf8\uc774\ub4dd\uc744 \ube44\uacfc\uc138\ub85c \ud0a4\uc6b0\ub294 \uc804\ub7b5\uc774 \ud6a8\uacfc\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud55c\uad6d \uac70\uc8fc \ud22c\uc790\uc790: \ud658\uc728\uacfc \uc138\uae08\uc744 \ubb34\uae30\ub85c \uc0bc\uc544\ub77c<\/h3>\n\n\n\n<p>\ud55c\uad6d\uc5d0\uc11c \ubbf8\uad6d \uc8fc\uc2dd\uc5d0 \ud22c\uc790\ud560 \ub54c \ud658\uc728\uc740 \uc591\ub0a0\uc758 \uac80\uc785\ub2c8\ub2e4. \uc6d0\/\ub2ec\ub7ec \ud658\uc728\uc774 1,400\uc6d0\uc744 \ub118\ub294 \uace0\ud658\uc728 \uad6c\uac04\uc5d0\uc11c \ub2ec\ub7ec \uc790\uc0b0\uc744 \ub9e4\uc218\ud558\ub294 \uac83\uc740 \ud658\ub178\ucd9c \uc804\ub7b5\uc0c1 \ubd88\ub9ac\ud574 \ubcf4\uc774\uc9c0\ub9cc, \uc5ed\uc73c\ub85c \uc0dd\uac01\ud558\uba74 \ubbf8\uad6d \uc99d\uc2dc\uac00 \ud558\ub77d\ud558\uba74\uc11c \ub3d9\uc2dc\uc5d0 \ud658\uc728\uc774 \uc624\ub974\ub294 \uad6c\uac04(\ub2ec\ub7ec \uac15\uc138 = \uc704\ud5d8\ud68c\ud53c \uad6d\uba74)\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \uc88b\uc740 \ub9e4\uc218 \ud0c0\uc774\ubc0d\uc77c \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc808\uc138 \uc804\ub7b5\ub3c4 \uc911\uc694\ud569\ub2c8\ub2e4. \ud55c\uad6d \uac70\uc8fc\uc790\ub294 \ud574\uc678 \uc8fc\uc2dd \uc591\ub3c4\uc18c\ub4dd\uc138(22%, \uae30\ubcf8\uacf5\uc81c 250\ub9cc\uc6d0)\ub97c \ubd80\uacfc\ubc1b\uc2b5\ub2c8\ub2e4. \uc5f0\ub9d0\uc5d0 \uc190\uc2e4 \uc911\uc778 \uc885\ubaa9\uc744 \ub9e4\ub3c4\ud574 \uc190\uc775\ud1b5\uc0b0\ud558\uac70\ub098, \uc774\uc775 \uc2e4\ud604\uc744 \uc5f0\ub3c4\ubcc4\ub85c \ub098\ub204\uc5b4 \uc5f0\uac04 250\ub9cc\uc6d0 \ube44\uacfc\uc138 \ud55c\ub3c4\ub97c \ucd5c\ub300\ud55c \ud65c\uc6a9\ud558\ub294 \uac83\uc774 \ud575\uc2ec\uc785\ub2c8\ub2e4. \ub610\ud55c \ud55c\uad6d \uc2dc\uac04 \uae30\uc900 \ubc24 10\uc2dc 30\ubd84~\uc0c8\ubcbd 5\uc2dc(\uc11c\uba38\ud0c0\uc784 \uae30\uc900)\uc5d0 \ubbf8\uad6d \uc2dc\uc7a5\uc774 \uc5f4\ub9ac\ubbc0\ub85c, \uc911\uc694\ud55c \uc5b4\ub2dd \ubc1c\ud45c \uc804\ud6c4 \uc608\uc57d \ub9e4\uc218\/\ub9e4\ub3c4 \uc8fc\ubb38\uc744 \ubbf8\ub9ac \uac78\uc5b4\ub450\ub294 \uac83\uc774 \ud6a8\uc728\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u2705 \uc624\ub298 \ubc24 \ub2f9\uc7a5 \uc2e4\ucc9c\ud558\ub294 \ud22c\uc790 \uc804\ub7b5 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc2e4\ud589 \uac00\uc774\ub4dc \u2014 \uc9c0\uae08 \ubc14\ub85c \ud560 \uc218 \uc788\ub294 3\ub2e8\uacc4<\/h3>\n\n\n\n<p>1<\/p>\n\n\n\n<p><strong>\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc9c4\ub2e8 \u2014 &#8216;\uce7c\ub0a0&#8217;\uacfc &#8216;\ubaa8\uba58\ud140 \uc885\ubaa9&#8217; \uad6c\ubd84\ud558\uae30<\/strong><br>\ud604\uc7ac \ubcf4\uc720 \uc885\ubaa9 \uc911 \ucd5c\uadfc 3\uac1c\uc6d4\uac04 S&amp;P500 \ub300\ube44 \ub099\ud3ed\uc774 2\ubc30 \uc774\uc0c1 \ud070 \uc885\ubaa9\uc744 \uace8\ub77c\ub0b4\uc138\uc694. \uadf8 \uc885\ubaa9\uc758 \uac00\uc7a5 \ucd5c\uadfc \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uc790\ub8cc(IR \ud398\uc774\uc9c0)\ub97c \uc9c1\uc811 \ud655\uc778\ud574 EPS\uac00 \uac00\uc774\ub358\uc2a4\ub97c \ucda9\uc871\ud588\ub294\uc9c0, \ub2e4\uc74c \ubd84\uae30 \uac00\uc774\ub358\uc2a4\uac00 \uc0c1\ud5a5\uc778\uc9c0 \ud655\uc778\ud558\uc138\uc694. \uc2e4\uc801\uc774 \ud6fc\uc190\ub410\ub2e4\uba74 \ube44\uc911 \ucd95\uc18c\ub97c \uace0\ub824\ud558\uc138\uc694.<\/p>\n\n\n\n<p>2<\/p>\n\n\n\n<p><strong>\ubaa8\uba58\ud140 \uc2a4\ud06c\ub9ac\ub108 \ud65c\uc6a9 \u2014 Finviz \ub610\ub294 Seeking Alpha\ub85c \uc885\ubaa9 \ud544\ud130\ub9c1<\/strong><br>Finviz.com\uc5d0\uc11c \ub2e4\uc74c \uc870\uac74\uc73c\ub85c \uc2a4\ud06c\ub9ac\ub2dd\ud558\uc138\uc694: EPS Growth Next Year &gt; 15%, Performance 3M &gt; 0%, Institutional Ownership &gt; 60%, 52W High \uadfc\uc811\ub3c4 80% \uc774\uc0c1. \uc774 \uc870\uac74\uc744 \ub3d9\uc2dc\uc5d0 \ub9cc\uc871\ud558\ub294 \uc885\ubaa9\uc774 \ud604\uc7ac \uc2dc\uc7a5 \ubaa8\uba58\ud140\uc758 \ud575\uc2ec \ud6c4\ubcf4\uad70\uc785\ub2c8\ub2e4. \uc704\uc5d0\uc11c \uc18c\uac1c\ud55c 5\uc885\ubaa9\uc774 \uc774 \ud544\ud130\ub97c \uc5bc\ub9c8\ub098 \ucda9\uc871\ud558\ub294\uc9c0 \uc9c1\uc811 \ud655\uc778\ud574 \ubcf4\uc138\uc694.<\/p>\n\n\n\n<p>3<\/p>\n\n\n\n<p><strong>\ubd84\ud560 \ub9e4\uc218 \uacc4\ud68d \uc218\ub9bd \u2014 3\ud68c \uc774\uc0c1 \ub098\ub220\uc11c, \uc608\uc57d \uc8fc\ubb38 \ud65c\uc6a9<\/strong><br>\uad00\uc2ec \uc885\ubaa9\uc5d0 \ud22c\uc790\ud560 \ucd1d \uae08\uc561\uc744 \uc815\ud588\ub2e4\uba74, \ud55c \ubc88\uc5d0 \uc804\ubd80 \ub123\uc9c0 \ub9c8\uc138\uc694. 33%-33%-34% \ube44\uc728\ub85c 3\ud68c \ubd84\ud560\ud558\uace0, \ub450 \ubc88\uc9f8\u00b7\uc138 \ubc88\uc9f8 \ub9e4\uc218\ub294 \uac01\uac01 5~8% \ucd94\uac00 \ud558\ub77d \uc2dc \ubc1c\ub3d9\ub418\ub294 \uc9c0\uc815\uac00 \uc608\uc57d \uc8fc\ubb38\uc744 \ubbf8\ub9ac \uac78\uc5b4\ub450\uc138\uc694. \ud55c\uad6d \ud22c\uc790\uc790\ub77c\uba74 \uc790\uae30 \uc804\uc5d0 \uc8fc\ubb38\uc744 \uac78\uc5b4\ub450\uba74 \ubc24 \ub3d9\uc548 \ubbf8\uc7a5 \ubcc0\ub3d9\uc131\uc5d0\ub3c4 \uae30\ud68c\ub97c \ub193\uce58\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u2753 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)<\/h2>\n\n\n\n<p><strong>Q1<\/strong>\ubaa8\uba58\ud140 \ud22c\uc790\uc640 \uc131\uc7a5\uc8fc \ud22c\uc790\ub294 \uc5b4\ub5bb\uac8c \ub2e4\ub978\uac00\uc694? \uc9c0\uae08 \uac19\uc740 \ud558\ub77d\uc7a5\uc5d0\ub3c4 \uc720\ud6a8\ud55c\uac00\uc694?<\/p>\n\n\n\n<p>\uc131\uc7a5\uc8fc \ud22c\uc790\ub294 \uae30\uc5c5\uc758 \ubbf8\ub798 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc5d0 \ubca0\ud305\ud558\ub294 \ubc18\uba74, \ubaa8\uba58\ud140 \ud22c\uc790\ub294 \uc774\ubbf8 \uc131\uc7a5\uc774 \uc2e4\uc801\uc73c\ub85c \ud655\uc778\ub418\uace0 \uc788\ub294 \uc885\ubaa9\uc758 \uc0c1\uc2b9 \ud750\ub984\uc744 \ub530\ub77c\uac00\ub294 \uc804\ub7b5\uc785\ub2c8\ub2e4. \ud558\ub77d\uc7a5\uc5d0\uc11c\ub3c4 \ubaa8\uba58\ud140 \uc804\ub7b5\uc774 \uc720\ud6a8\ud55c \uc774\uc720\ub294, \uc804\uccb4 \uc2dc\uc7a5\uc774 \ube60\uc9c8 \ub54c \uc0c1\ub300\uc801\uc73c\ub85c \ub35c \ube60\uc9c0\uac70\ub098 \uba3c\uc800 \ubc18\ub4f1\ud558\ub294 \uc885\ubaa9\uc774 \ub0b4\ubd80\uc801\uc73c\ub85c \uac15\ud55c \ub9e4\uc218\uc138\ub97c \ubcf4\uc720\ud55c \uc885\ubaa9\uc784\uc744 \uc5ed\uc0ac\uc801 \ub370\uc774\ud130\uac00 \uc99d\uba85\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ub2e8, \ubaa8\uba58\ud140 \uc5ed\uc804(Momentum Crash) \ub9ac\uc2a4\ud06c\ub97c \uad00\ub9ac\ud558\uae30 \uc704\ud574 \ud3ec\uc9c0\uc158 \ubd84\uc0b0\uacfc \uc190\uc808 \uae30\uc900\uc744 \uc0ac\uc804\uc5d0 \uc815\ud574\ub450\ub294 \uac83\uc774 \ud544\uc218\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>Q2<\/strong>\ud55c\uad6d\uc5d0\uc11c \ubbf8\uad6d \uc8fc\uc2dd \uc591\ub3c4\uc18c\ub4dd\uc138\ub97c \ud569\ubc95\uc801\uc73c\ub85c \uc904\uc774\ub294 \ubc29\ubc95\uc774 \uc788\ub098\uc694?<\/p>\n\n\n\n<p>\ub124, \uba87 \uac00\uc9c0 \ud575\uc2ec \uc804\ub7b5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \uc5f0\uac04 \ud574\uc678 \uc8fc\uc2dd \uc591\ub3c4\uc18c\ub4dd 250\ub9cc\uc6d0 \uae30\ubcf8\uacf5\uc81c\ub97c \ub9e4\ub144 \ucd5c\ub300\ud55c \ud65c\uc6a9\ud558\uc138\uc694 \u2014 \uc774\uc775\uc774 250\ub9cc\uc6d0 \uc774\ub0b4\ub77c\uba74 \uc138\uae08\uc774 \uc5c6\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \uc190\uc2e4 \uc885\ubaa9\uacfc \uc774\uc775 \uc885\ubaa9\uc744 \uac19\uc740 \ud574\uc5d0 \ub9e4\ub3c4\ud574 \uc190\uc775\uc744 \ud1b5\uc0b0(\ud569\uc0b0)\ud558\uc138\uc694. \uc14b\uc9f8, \ud070 \uc218\uc775\uc774 \uc608\uc0c1\ub418\ub294 \uc885\ubaa9\uc740 \uc5f0\ub3c4\ub97c \ub098\ub220 \ubd84\ud560 \ub9e4\ub3c4\ud574 \uc5f0\ub3c4\ubcc4 250\ub9cc\uc6d0 \uacf5\uc81c\ub97c \ubc18\ubcf5 \ud65c\uc6a9\ud558\uc138\uc694. \ub137\uc9f8, \ubc30\uc6b0\uc790 \uc99d\uc5ec(10\ub144\uac04 6\uc5b5 \ube44\uacfc\uc138) \ud6c4 \ub9e4\ub3c4\ud558\ub294 \uc804\ub7b5\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\uc73c\ub098, \uc138\ubb34\uc0ac\uc640 \uc0ac\uc804 \uc0c1\ub2f4\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>Q3<\/strong>\uc704\uc5d0\uc11c \uc18c\uac1c\ud55c 5\uc885\ubaa9 \uc911 \uc9c0\uae08 \ub2f9\uc7a5 1~2\uac1c\ub9cc \uace8\ub77c\uc57c \ud55c\ub2e4\uba74 \uc5b4\ub5a4 \uc885\ubaa9\uc744 \ucd94\ucc9c\ud558\uc2dc\ub098\uc694?<\/p>\n\n\n\n<p>\ud22c\uc790 \uc131\ud5a5\uc5d0 \ub530\ub77c \ub2e4\ub974\uc9c0\ub9cc, \uacf5\uaca9\uc801 \uc131\uc7a5 \ucd94\uad6c\ud615\uc774\ub77c\uba74 \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4(NET)\uc640 \ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4(PANW)\uc758 \uc870\ud569\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4. AI \uc778\ud504\ub77c\uc640 \uc0ac\uc774\ubc84 \ubcf4\uc548\uc774\ub77c\ub294 \ub450 \uac1c\uc758 \uad6c\uc870\uc801 \uc131\uc7a5 \ud14c\ub9c8\ub97c \ub3d9\uc2dc\uc5d0 \ucee4\ubc84\ud558\uba74\uc11c, \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\uac00 \ub192\uc544\uc9c8\uc218\ub85d PANW\uc758 \ubc29\uc5b4\uc801 \uc131\uaca9\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uade0\ud615\uc788\uac8c \uc7a1\uc544\uc90d\ub2c8\ub2e4. \uc548\uc815\uc801 \ud604\uae08 \ud750\ub984\uc744 \uc6d0\ud558\ub294 \ubcf4\uc218\uc801 \ud22c\uc790\uc790\ub77c\uba74 \uc368\ubaa8\ud53c\uc154(TMO)\uc640 AT&amp;T(T)\uc758 \uc870\ud569\uc774 \uc801\ud569\ud569\ub2c8\ub2e4. \ub2e8, \uc774 \ub2f5\ubcc0\uc740 \ud22c\uc790 \uc870\uc5b8\uc774 \uc544\ub2cc \uc815\ubcf4 \uc81c\uacf5 \ubaa9\uc801\uc784\uc744 \uba85\uc2ec\ud558\uc2dc\uace0 \ucd5c\uc885 \uacb0\uc815\uc740 \ubcf8\uc778\uc758 \ud22c\uc790 \ud310\ub2e8\uc5d0 \ub530\ub974\uc138\uc694.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udfaf \uacb0\ub860: \ub370\uc774\ud130\uc640 \ubaa8\uba58\ud140\uc73c\ub85c \ud558\ub77d\uc7a5\uc744 \uc774\uaca8\ub0b4\uc790<\/h2>\n\n\n\n<p>\ud558\ub77d\uc7a5\uc740 \ub450\ub824\uc6c0\uc758 \uc2dc\uac04\uc774\uae30\ub3c4 \ud558\uc9c0\ub9cc, \uc900\ube44\ub41c \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \uc6b0\ub7c9\uc8fc\ub97c &#8216;\uc138\uc77c \uac00\uaca9&#8217;\uc5d0 \ub2f4\uc744 \uc218 \uc788\ub294 \ud669\uae08 \uae30\ud68c\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uadf8 \uae30\ud68c\ub97c \uc81c\ub300\ub85c \uc7a1\uc73c\ub824\uba74 \ub2e8\uc21c\ud788 &#8220;\ub9ce\uc774 \ube60\uc84c\uc73c\ub2c8\uae4c&#8221;\ub77c\ub294 \uc9c1\uad00\uc774 \uc544\ub2c8\ub77c, \uc2e4\uc801 \ub370\uc774\ud130\uc640 \ubaa8\uba58\ud140 \ubd84\uc11d\uc774\ub77c\ub294 \uccb4\uacc4\uc801\uc778 \ud310\ub2e8 \uae30\uc900\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4, \ub370\uc774\ud130\ub3c5, \ud314\ub85c\uc54c\ud1a0 \ub124\ud2b8\uc6cd\uc2a4, \uc368\ubaa8\ud53c\uc154 \uc0ac\uc774\uc5b8\ud2f0\ud53d, AT&amp;T \u2014 \uc774 \ub2e4\uc12f \uc885\ubaa9\uc740 \uac01\uac01 AI, \uc0ac\uc774\ubc84 \ubcf4\uc548, \uc0dd\uba85\uacfc\ud559, \ud1b5\uc2e0\uc774\ub77c\ub294 \uc11c\ub85c \ub2e4\ub978 \ubd84\uc57c\uc5d0\uc11c \uad6c\uc870\uc801 \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud50c\ub808\uc774\uc158\uacfc \uc9c0\uc815\ud559\uc801 \uc704\uae30\uac00 \uc2dc\uc7a5 \uc804\ubc18\uc744 \ud754\ub4e4\uc5b4\ub3c4, \uc774 \uae30\uc5c5\ub4e4\uc758 \ub0b4\uc7ac\uc801 \uc131\uc7a5 \ub3d9\ub825\uc740 \uc27d\uac8c \ud6fc\uc190\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc624\ub298 \ubc24 \uc18c\uac1c\ud55c 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8\ub97c \uc2e4\uc81c\ub85c \uc2e4\ud589\ud574 \ubcf4\uc138\uc694. \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc9c4\ub2e8\ud558\uace0, \ubaa8\uba58\ud140 \uc2a4\ud06c\ub9ac\ub108\ub97c \ub3cc\ub824\ubcf4\uace0, \ubd84\ud560 \ub9e4\uc218 \uacc4\ud68d\uc744 \uc138\uc6b0\ub294 \uac83. \uc774 \uc138 \uac00\uc9c0\ub9cc \uc9c0\uae08 \ub2f9\uc7a5 \uc2e4\ucc9c\ud574\ub3c4 \ub2f9\uc2e0\uc758 \ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790\ub294 \ud6e8\uc52c \ud0c4\ud0c4\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>&#8220;\uc8fc\uc2dd \ud22c\uc790\uc5d0\uc11c \uac00\uc7a5 \uc704\ud5d8\ud55c \ubb38\uc7a5\uc740 &#8216;\uc774\ubc88\uc5d4 \ub2e4\ub97c \uac83\uc774\ub2e4&#8217;\uc774\uace0, \ub450 \ubc88\uc9f8\ub85c \uc704\ud5d8\ud55c \ubb38\uc7a5\uc740 &#8216;\uc774\uc81c \ucda9\ubd84\ud788 \ube60\uc84c\ub2e4&#8217;\uc774\ub2e4.&#8221; \u2014 \uc870\uc149 \ud638\uadf8 \uc2a4\ud0c0\uc77c\uc758 \ud22c\uc790 \uc6d0\uce59<\/p>\n\n\n\n<p>\ud83c\udf99 \ub354 \uc0dd\uc0dd\ud55c \uc2dc\ud669 \ubd84\uc11d\uc774 \uad81\uae08\ud558\uc2dc\ub2e4\uba74?<\/p>\n\n\n\n<p>\uc9c0\uae08 \uc18c\uac1c\ud55c 5\uc885\ubaa9\uc758 \uc2e4\uc2dc\uac04 \uc5b4\ub2dd \ubd84\uc11d, \ub9e4\uc8fc \uc6d4~\uae08 \ubbf8\uad6d \uc99d\uc2dc \uc2dc\ud669, \ud658\uc728\u00b7\uae08\ub9ac \uc5f0\ub3d9 \ud22c\uc790 \uc804\ub7b5\uae4c\uc9c0 \u2014<br><strong>&#8216;\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624&#8217;<\/strong>&nbsp;\ud31f\uce90\uc2a4\ud2b8\uc640 \uc720\ud29c\ube0c\uc5d0\uc11c \ub9e4\uc77c \ubc24 \uc5c5\ub370\uc774\ud2b8\ub429\ub2c8\ub2e4.<br>\uad6c\ub3c5\ud558\uace0 \uc54c\ub9bc \uc124\uc815\ud558\uba74 \ubbf8\uc7a5 \uac1c\uc7a5 \uc804 \ud575\uc2ec \uc815\ubcf4\ub97c \ub193\uce58\uc9c0 \uc54a\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\u25b6 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 \ubc14\ub85c\uac00\uae30 \u2197<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/youtu.be\/KrrxyMe89D8\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_h8u978h8u978h8u9-1024x572.png\" alt=\"\" class=\"wp-image-782\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_h8u978h8u978h8u9-1024x572.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_h8u978h8u978h8u9-300x167.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_h8u978h8u978h8u9-768x429.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_h8u978h8u978h8u9-1536x857.png 1536w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Gemini_Generated_Image_h8u978h8u978h8u9-2048x1143.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"Article\",\n      \"headline\": \"\ud558\ub77d\uc7a5\uc5d0\uc11c \uc0b4\uc544\ub0a8\ub294 \ubc95: \ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0 \uc7a1\uc9c0 \ub9d0\uace0 \ubaa8\uba58\ud140 \uc885\ubaa9\uc744 \uc7a1\uc544\ub77c\",\n      \"description\": \"\uc778\ud50c\ub808\uc774\uc158\uacfc \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c \uc18d \ud558\ub77d\uc7a5\uc5d0\uc11c \uac1c\uc778 \ud22c\uc790\uc790\uac00 \ubc94\ud558\ub294 \uc2e4\uc218\uc640 \ubaa8\uba58\ud140 \ud22c\uc790 \uc804\ub7b5, \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4\u00b7\ub370\uc774\ud130\ub3c5\u00b7\ud314\ub85c\uc54c\ud1a0\u00b7\uc368\ubaa8\ud53c\uc154\u00b7AT&T 5\uc885\ubaa9 \uc2ec\uce35 \ubd84\uc11d\",\n      \"author\": {\n        \"@type\": \"Organization\",\n        \"name\": \"seoulcast.com \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624\"\n      },\n      \"publisher\": {\n        \"@type\": \"Organization\",\n        \"name\": \"SeoulCast\",\n        \"url\": \"https:\/\/seoulcast.com\"\n      },\n      \"keywords\": [\"\ubbf8\uad6d \uc8fc\uc2dd\",\"\ub098\uc2a4\ub2e5\",\"S&P500\",\"\ubaa8\uba58\ud140 \ud22c\uc790\",\"\uc8fc\uc2dd \ud22c\uc790 \uc804\ub7b5\",\"\ud558\ub77d\uc7a5\",\"\ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4\",\"\ub370\uc774\ud130\ub3c5\",\"\ud314\ub85c\uc54c\ud1a0\",\"\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624\"],\n      \"articleSection\": \"\ubbf8\uad6d \uc8fc\uc2dd \ud22c\uc790 \uc804\ub7b5\",\n      \"inLanguage\": \"ko-KR\"\n    },\n    {\n      \"@type\": \"FAQPage\",\n      \"mainEntity\": [\n        {\n          \"@type\": \"Question\",\n          \"name\": \"\ubaa8\uba58\ud140 \ud22c\uc790\uc640 \uc131\uc7a5\uc8fc \ud22c\uc790\ub294 \uc5b4\ub5bb\uac8c \ub2e4\ub978\uac00\uc694?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"\uc131\uc7a5\uc8fc \ud22c\uc790\ub294 \ubbf8\ub798 \uac00\ub2a5\uc131\uc5d0 \ubca0\ud305\ud558\uc9c0\ub9cc \ubaa8\uba58\ud140 \ud22c\uc790\ub294 \uc774\ubbf8 \uc2e4\uc801\uc73c\ub85c \ud655\uc778\ub41c \uc885\ubaa9\uc758 \uc0c1\uc2b9 \ud750\ub984\uc744 \ub530\ub77c\uac00\ub294 \uc804\ub7b5\uc785\ub2c8\ub2e4. \ud558\ub77d\uc7a5\uc5d0\uc11c\ub3c4 \uc0c1\ub300\uc801\uc73c\ub85c \ub35c \ube60\uc9c0\uac70\ub098 \uba3c\uc800 \ubc18\ub4f1\ud558\ub294 \uc885\ubaa9\uc774 \uac15\ud55c \ub0b4\ubd80 \ub9e4\uc218\uc138\ub97c \uac00\uc9c4 \ubaa8\uba58\ud140 \uc885\ubaa9\uc785\ub2c8\ub2e4.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"\ud55c\uad6d\uc5d0\uc11c \ubbf8\uad6d \uc8fc\uc2dd \uc591\ub3c4\uc18c\ub4dd\uc138\ub97c \uc904\uc774\ub294 \ubc29\ubc95\uc774 \uc788\ub098\uc694?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"\uc5f0\uac04 250\ub9cc\uc6d0 \uae30\ubcf8\uacf5\uc81c \ud65c\uc6a9, \uc190\uc775 \ud1b5\uc0b0 \ub9e4\ub3c4, \uc5f0\ub3c4\ubcc4 \ubd84\ud560 \ub9e4\ub3c4\ub85c \uacf5\uc81c \ubc18\ubcf5 \ud65c\uc6a9\uc774 \ud575\uc2ec \uc808\uc138 \uc804\ub7b5\uc785\ub2c8\ub2e4.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"\uc18c\uac1c\ub41c 5\uc885\ubaa9 \uc911 \uc9c0\uae08 \ub2f9\uc7a5 1~2\uac1c\ub9cc \uace0\ub978\ub2e4\uba74?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"\uacf5\uaca9\uc801 \uc131\ud5a5\uc774\ub77c\uba74 \ud074\ub77c\uc6b0\ub4dc\ud50c\ub808\uc5b4(NET)+\ud314\ub85c\uc54c\ud1a0(PANW), \ubcf4\uc218\uc801 \uc131\ud5a5\uc774\ub77c\uba74 \uc368\ubaa8\ud53c\uc154(TMO)+AT&T(T) \uc870\ud569\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4. \ub2e8 \ucd5c\uc885 \ud22c\uc790 \uacb0\uc815\uc740 \ubcf8\uc778 \ud310\ub2e8\uc5d0 \ub530\ub974\uc138\uc694.\"\n          }\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>\u270d seoulcast.com \uc218\uc11d \uc5d0\ub514\ud130\ud83d\udcc5\ud83c\udf99 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624. \ud83d\udccc \ud575\uc2ec \uc694\uc57d \u2014 Key Takeaways \ud83d\udcc9 \uc11c\ub860: \ud558\ub77d\uc7a5, \uae30\ud68c\uc778\uac00 \ud568\uc815\uc778\uac00? \ubbf8\uad6d \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc774 \uadf9\uc2ec\ud55c \uc2dc\uae30, \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \ud2b9\ud788 \ub098\uc2a4\ub2e5 \uc9c0\uc218\ub098 S&amp;P500\uc774 \ube60\ub974\uac8c \ud558\ub77d\ud560 \ub54c \uadf9\ub3c4\uc758 \uc2ec\ub9ac\uc801 \uc555\ubc15\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. &#8220;\uc774 \uc815\ub3c4\uba74 \ub9ce\uc774 \ub5a8\uc5b4\uc9c4 \uac83 \uc544\ub2cc\uac00?&#8221; &#8220;\uc774\uc81c \uc0ac\uba74 \ubc18\ub4f1\uc774 \uc624\uc9c0 \uc54a\uc744\uae4c?&#8221;\ub77c\ub294 \uc0dd\uac01\uc774 \ub4dc\ub294 \uac83\uc740 \ub108\ubb34\ub3c4 \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \uc778\uac04\uc758 \ubcf8\ub2a5\uc785\ub2c8\ub2e4. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":774,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"episode_type":"audio","audio_file":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","filesize_raw":"","footnotes":""},"categories":[1892,1],"tags":[1140,2388,2390,2387,2392,2393,2394,1559,2379,2001,2381,2382,342,1918,2389,2384,2385,2386,1118,2380,1056,2383,1055,2395,2391,913,1102],"series":[],"class_list":["post-773","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1892","category-1","tag-ai","tag-att-2","tag-ddog","tag-net","tag-panw","tag-t","tag-tmo","tag-1559","tag-2379","tag-2001","tag-2381","tag-2382","tag-342","tag-1918","tag-2389","tag-2384","tag-2385","tag-2386","tag-1118","tag-2380","tag-1056","tag-2383","tag-1055","tag-2395","tag-2391","tag-913","tag-1102"],"episode_featured_image":"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/04\/Untitled-design-2026-04-09T022406.819.png","episode_player_image":"https:\/\/seoulcast.com\/wp-content\/plugins\/seriously-simple-podcasting\/assets\/images\/no-album-art.png","download_link":"","player_link":"","audio_player":false,"episode_data":{"playerMode":"dark","subscribeUrls":{"apple_podcasts":{"key":"apple_podcasts","url":"","label":"Apple Podcasts","class":"apple_podcasts","icon":"apple-podcasts.png"},"stitcher":{"key":"stitcher","url":"","label":"Stitcher","class":"stitcher","icon":"stitcher.png"},"google_podcasts":{"key":"google_podcasts","url":"","label":"Google Podcasts","class":"google_podcasts","icon":"google-podcasts.png"},"spotify":{"key":"spotify","url":"","label":"Spotify","class":"spotify","icon":"spotify.png"}},"rssFeedUrl":"https:\/\/seoulcast.com\/?feed=podcast&podcast_series=seoulcast","embedCode":"<blockquote class=\"wp-embedded-content\" data-secret=\"XioxqzKgiv\"><a href=\"https:\/\/seoulcast.com\/?p=773\">\ud558\ub77d\uc7a5\uc5d0\uc11c \uc0b4\uc544\ub0a8\ub294 \ubc95: &#8216;\ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0&#8217; \uc7a1\uc9c0 \ub9d0\uace0\ubaa8\uba58\ud140 \uc885\ubaa9\uc744 \uc7a1\uc544\ub77c!!<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/seoulcast.com\/?p=773&#038;embed=true#?secret=XioxqzKgiv\" width=\"500\" height=\"350\" title=\"&#8220;\ud558\ub77d\uc7a5\uc5d0\uc11c \uc0b4\uc544\ub0a8\ub294 \ubc95: &#8216;\ub5a8\uc5b4\uc9c0\ub294 \uce7c\ub0a0&#8217; \uc7a1\uc9c0 \ub9d0\uace0\ubaa8\uba58\ud140 \uc885\ubaa9\uc744 \uc7a1\uc544\ub77c!!&#8221; &#8212; seoulcast\" data-secret=\"XioxqzKgiv\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script>\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n<\/script>\n"},"_links":{"self":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts\/773","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=773"}],"version-history":[{"count":2,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts\/773\/revisions"}],"predecessor-version":[{"id":820,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts\/773\/revisions\/820"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/media\/774"}],"wp:attachment":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=773"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=773"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=773"},{"taxonomy":"series","embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fseries&post=773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}