{"id":18312,"date":"2025-07-31T20:39:29","date_gmt":"2025-07-31T20:39:29","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8b%9c%ea%b0%84-%ec%9d%b4%ed%9b%84-%ec%95%84%eb%a7%88%ec%a1%b4%ea%b3%bc-%ec%95%a0%ed%94%8c%ec%9d%b4-%ec%8b%a4%ec%a0%81%ec%9d%84-%eb%b0%9c%ed%91%9c%ed%96%88%ec%8a%b5%eb%8b%88%eb%8b%a4-%eb%b6%84\/"},"modified":"2025-07-31T20:39:29","modified_gmt":"2025-07-31T20:39:29","slug":"%ec%8b%9c%ea%b0%84-%ec%9d%b4%ed%9b%84-%ec%95%84%eb%a7%88%ec%a1%b4%ea%b3%bc-%ec%95%a0%ed%94%8c%ec%9d%b4-%ec%8b%a4%ec%a0%81%ec%9d%84-%eb%b0%9c%ed%91%9c%ed%96%88%ec%8a%b5%eb%8b%88%eb%8b%a4-%eb%b6%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8b%9c%ea%b0%84-%ec%9d%b4%ed%9b%84-%ec%95%84%eb%a7%88%ec%a1%b4%ea%b3%bc-%ec%95%a0%ed%94%8c%ec%9d%b4-%ec%8b%a4%ec%a0%81%ec%9d%84-%eb%b0%9c%ed%91%9c%ed%96%88%ec%8a%b5%eb%8b%88%eb%8b%a4-%eb%b6%84\/","title":{"rendered":"\uc2dc\uac04 \uc774\ud6c4, \uc544\ub9c8\uc874\uacfc \uc560\ud50c\uc774 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4; \ubd84\uc11d\uac00\ub4e4\uc740 \ub9e4\ucd9c\uacfc \uc8fc\ub2f9 \uc21c\uc774\uc775(EPS) \uc131\uc7a5 \uc804\ub9dd\uc744 \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4."},"content":{"rendered":"\uc560\ud50c\uc758 \uc8fc\ub2f9 \uc21c\uc774\uc775(EPS)\uc740 \uc57d $1.43\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc9c0\ub09c\ud574\uc758 $1.40\uc5d0\uc11c \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \uc218\uc775\uc740 \uc57d $89.35\uc5b5\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 3-4% \uc131\uc7a5 \ubc18\uc601\uc774\uace0, \uc544\uc774\ud3f0\uacfc \uc11c\ube44\uc2a4 \uc218\uc775\uc774 \ud06c\uac8c \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.\n\n\uc6b0\ub824 \uc0ac\ud56d\uc73c\ub85c\ub294, \uc57d $900 million\uc758 \uc138\uae08\uc774 \ucd1d \uc774\uc775\ub960\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uccd0 45.5-46.5%\ub85c \ucd94\uc815\ub418\ub294 \uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc560\ud50c\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc1c\uc804 \ubc0f \uc11c\ube44\uc2a4 \uc131\uc7a5\uc744 \uc704\ud55c \uc804\ub7b5\ub3c4 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n<h3>\uc544\ub9c8\uc874 \uc218\uc775 \uc804\ub9dd<\/h3>\n\uc544\ub9c8\uc874\uc758 EPS\ub294 \uc57d $1.33\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc9c0\ub09c\ud574\uc758 $1.26\uc5d0\uc11c \uac1c\uc120\ub41c \uc218\uce58\uc785\ub2c8\ub2e4. \uc218\uc775\uc740 \uc57d $162.2\uc5b5\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc774\ub294 \uc804\ub144 \ub300\ube44 9-10% \uc99d\uac00\uc785\ub2c8\ub2e4. \uc218\uc775\uc758 \uc138\ubd80 \ud56d\ubaa9\uc5d0\ub294 \uc628\ub77c\uc778 \uc0c1\uc810(~$59\uc5b5), \uc624\ud504\ub77c\uc778 \uc0c1\uc810(~$5.5\uc5b5), \uc81c3\uc790 \ud310\ub9e4\uc790 \uc11c\ube44\uc2a4(~$39\uc5b5), \uad6c\ub3c5 \uc11c\ube44\uc2a4(~$12\uc5b5), \uadf8\ub9ac\uace0 AWS(~$30.8\uc5b5, \uc57d 17% \uc99d\uac00)\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4.\n\n\ud575\uc2ec \uc0ac\ud56d\uc73c\ub85c\ub294, AI \ubc0f \ub370\uc774\ud130 \uc13c\ud130\uc5d0 \ub300\ud55c 1,000\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\ub294 \uac00\uc6b4\ub370 AWS\uc758 \uc131\uc7a5\uacfc \uc138\uae08\uc774 \ube44\uc6a9 \ubc0f \uac00\uaca9\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub77c\uc784 \ub370\uc774 \uacb0\uacfc\uc640 \uad11\uace0 \ubc0f \uad6c\ub3c5 \uc11c\ube44\uc2a4 \uc131\uacfc\ub3c4 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub450 \ud68c\uc0ac\ub294 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\uc775\ub960, AI \ubc1c\uc804 \ubc0f \uc138\uae08 \uc601\ud5a5\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc218\uc775 \ubc1c\ud45c\uac00 \uacf5\uac1c\ub428\uc5d0 \ub530\ub77c, \ubc1c\ud45c \uc804 \ub192\uc740 \ubcc0\ub3d9\uc131\uc774 \uc608\uc0c1\ub418\uc5c8\uc73c\ub098 \uc774\uc81c\ub294 \uc0ac\ub77c\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub274\uc2a4 \uc804 \uc635\uc158\uc744 \uad6c\uc785\ud55c \ud2b8\ub808\uc774\ub354\ub4e4\uc740 &#8220;\ubcc0\ub3d9\uc131 \uc555\ucd95&#8221;\uc73c\ub85c \uc778\ud574 \ud3ec\uc9c0\uc158\uc758 \uac00\uce58\uac00 \uac10\uc18c\ud560 \uac83\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \ub2e4\uc74c \uc6c0\uc9c1\uc784\uc740 \uc2e4\uc81c \uacb0\uacfc\uc640 \uc55e\uc73c\ub85c\uc758 \uc9c0\uce68\uc774 \uc5b4\ub5bb\uac8c \uc124\uc815\ub41c \uae30\ub300\uc640 \ube44\uad50\ub418\ub294\uc9c0\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uac83\uc785\ub2c8\ub2e4.\n\n<h3>\uc560\ud50c \uc218\uc775 \ubc0f \uc2dc\uc7a5 \ubc18\uc751<\/h3> \n\uc560\ud50c\uc758 \uacbd\uc6b0, \uc218\uc775\uc774 \uc57d $89\uc5b5\uc73c\ub85c \uc77c\uc815\ud55c \uc131\uc7a5\uc744 \uae30\ub300\ud558\uace0 \uc788\uc73c\uba70 \uc544\uc774\ud3f0 \ud310\ub9e4\uc640 \uc11c\ube44\uc2a4\uc5d0 \ud2b9\ud788 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \ubd84\uae30 \ucd08\uc5d0 \ubcf8 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\uc218\uc785\ub41c \uc804\uc790 \uae30\uae30\uc758 \ube44\uc6a9\uc774 \uc57d\uac04 \uc99d\uac00\ud588\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uac83\uc744 \ubcf4\uc558\ub294\ub370, \uc774\ub294 \uc2dc\uc7a5\uc758 \uc6b0\ub824\ub97c \ud655\uc778\ud574 \uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud558\uba74\uc11c \ubc29\ud5a5\uc131 \uc788\ub294 \uc6c0\uc9c1\uc784\uc744 \ucde8\ud558\uae30 \uc704\ud574 \uc635\uc158 \uc804\ub7b5\uc778 \ucc28\uc785 \ub610\ub294 \ud06c\ub808\ub527 \uc2a4\ud504\ub808\ub4dc\uac00 \uc720\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc544\ub9c8\uc874\uc758 \uacbd\uc6b0, \ubaa8\ub4e0 \ub208\uc740 AWS\uc758 17% \uc131\uc7a5 \ubaa9\ud45c\uc5d0 \uc9d1\uc911\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \uc560\uc800\uac00 \uc9c0\ub09c\uc8fc\uc5d0 19%\uc758 \uc57d\uac04 \ub354 \uac15\ud55c \uc131\uc7a5\uc744 \ubcf4\uace0\ud55c \uc0c1\ud669\uc5d0\uc11c \ub354\uc6b1 \uc8fc\ubaa9\ubc1b\uace0 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