{"id":19741,"date":"2025-08-25T15:28:54","date_gmt":"2025-08-25T15:28:54","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4-%ec%a3%bc%ec%8b%9d-%ed%95%98%eb%9d%bd%ec%9d%80-%eb%86%92%ec%9d%80-%ed%8f%89%ea%b0%80%ec%99%80-%ea%b8%b0%ec%88%a0-%eb%b6%84%ec%95%bc-%eb%82%b4%ec%9d%98-%ec%8b%a0\/"},"modified":"2025-08-25T15:28:54","modified_gmt":"2025-08-25T15:28:54","slug":"%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4-%ec%a3%bc%ec%8b%9d-%ed%95%98%eb%9d%bd%ec%9d%80-%eb%86%92%ec%9d%80-%ed%8f%89%ea%b0%80%ec%99%80-%ea%b8%b0%ec%88%a0-%eb%b6%84%ec%95%bc-%eb%82%b4%ec%9d%98-%ec%8b%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4-%ec%a3%bc%ec%8b%9d-%ed%95%98%eb%9d%bd%ec%9d%80-%eb%86%92%ec%9d%80-%ed%8f%89%ea%b0%80%ec%99%80-%ea%b8%b0%ec%88%a0-%eb%b6%84%ec%95%bc-%eb%82%b4%ec%9d%98-%ec%8b%a0\/","title":{"rendered":"\ud314\ub780\ud2f0\uc5b4 \uc8fc\uc2dd \ud558\ub77d\uc740 \ub192\uc740 \ud3c9\uac00\uc640 \uae30\uc220 \ubd84\uc57c \ub0b4\uc758 \uc2e0\uc911\ud55c \ud22c\uc790\uc790 \uc2ec\ub9ac\uc5d0\uc11c \ube44\ub86f\ub41c\ub2e4"},"content":{"rendered":"\ud314\ub780\ud2f0\uc5b4 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4\uc758 \uc8fc\uac00\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uae30\uc220 \uc8fc\uc2dd \uc804\ubc18\uc758 \uc57d\uc138\ub85c \uc778\ud574 \ud558\ub77d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc6d0\uc778\uc740 \uc774\uc804 \ub7a0\ub9ac \uc774\ud6c4 \uc774\uc775 \uc2e4\ud604\uacfc \uc8fc\uc2dd\uc758 \ub192\uc740 \ud3c9\uac00\uac00 \uc218\uc775 \ubc0f \ub9e4\ucd9c\uc5d0 \ube44\ud574 \uc6b0\ub824\ub418\ub294 \uc810\uc785\ub2c8\ub2e4.\n\n\ud68c\uc0ac\uc758 \ud3c9\uac00 \uc9c0\ud45c\ub294 \ub208\uc5d0 \ub744\uac8c \ub192\uc2b5\ub2c8\ub2e4. \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E \ube44\uc728)\uc740 527.55\uc774\uba70, \uc608\uc0c1 \uc8fc\uac00\uc218\uc775\ube44\uc728(forward P\/E)\uc740 189.26\uc785\ub2c8\ub2e4. \uc774\ub294 \ud22c\uc790\uc790\ub4e4\uc774 \uc8fc\ub2f9 \uc218\uc775 1\ub2ec\ub7ec\uc5d0 \ub300\ud574 500\ub2ec\ub7ec \uc774\uc0c1\uc744 \uc9c0\ubd88\ud558\uace0 \uc788\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud558\uba70, \uc608\uc0c1 \uc218\uc775\uc5d0 \ub300\ud574 \uac70\uc758 200\ubc30\ub97c \uc9c0\ubd88\ud558\ub294 \uc148\uc785\ub2c8\ub2e4. \ub610\ud55c, \uc8fc\uac00 \ub9e4\ucd9c \ube44\uc728(price-to-sales ratio)\uc740 109.45\ub85c, \ud22c\uc790\uc790\ub4e4\uc774 \ub9e4\ucd9c 1\ub2ec\ub7ec\uc5d0 \ub300\ud574 109\ub2ec\ub7ec \uc774\uc0c1\uc744 \uc9c0\ucd9c\ud558\uace0 \uc788\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.\n\nAI \ubd84\uc57c\uc758 \uc8fc\uc694 \uae30\uc5c5\uc778 NVIDIA\uc758 \uc608\uc815\ub41c \uc2e4\uc801 \ubc1c\ud45c\ub294 \ud314\ub780\ud2f0\uc5b4\uc758 \uc8fc\uac00\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uac00 \uac15\ub825\ud55c \uacb0\uacfc\ub97c \ubc1c\ud45c\ud558\uba74 \ud314\ub780\ud2f0\uc5b4\ub97c \ud3ec\ud568\ud55c AI \uc8fc\uc2dd\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc9c0\ub9cc, \uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 \ubcf4\uace0\uc11c\ub294 \ubd84\uc57c \uc804\uccb4\uc758 \uae30\ubd84\uc744 \uc800\ud558\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ud22c\uc790\uc790\ub4e4\uc740 \ud3c9\uac00\uc5d0 \uc9d1\uc911\ud558\uace0, \ubd84\uc57c\uc758 \uac10\uc815\uc774 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uc778\uc2dd\ud558\uba70, \uc7a0\uc7ac\uc801\uc778 \ubcc0\ub3d9\uc131\uc73c\ub85c \uc778\ud55c \uc704\ud5d8\uc744 \uad00\ub9ac\ud558\ub294 \uc774 \uc0c1\ud669\uc5d0\uc11c \uad50\ud6c8\uc744 \uc5bb\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud070 \ud3ed\uc758 \uc0c1\uc2b9 \uc774\ud6c4 \uc77c\ubd80 \uc774\uc775\uc744 \uc2e4\ud604\ud558\ub294 \uac83\ub3c4 \uc2e0\uc911\ud55c \uc804\ub7b5\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \ud604\uc7ac\uc758 \ud558\ub77d\uc740 \ud68c\uc0ac \ud2b9\uc815 \ub274\uc2a4\uac00 \uc544\ub2cc \ud3c9\uac00 \uc6b0\ub824, \uc774\uc775 \uc2e4\ud604 \ubc0f \uc2dc\uc7a5 \ud0c0\uc774\ubc0d \ub54c\ubb38\uc785\ub2c8\ub2e4.\n\n\uc6b0\ub9ac\ub294 \ud314\ub780\ud2f0\uc5b4\uc5d0\uc11c \ud754\ud55c \ud328\ud134\uc744 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub192\uc740 \ud3c9\uac00\uac00 \uc2dc\uc7a5 \uc804\uccb4\uc5d0 \ubbfc\uac10\ud558\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4. \ud604\uc7ac \uc8fc\uac00\uc758 \uc608\uc0c1 \uc8fc\uac00\uc218\uc775\ube44\uc728\uc740 \uc57d 75\uc774\uba70, \uc774\ub294 2023\ub144\uc5d0 \ubcf8 \uadf9\ub2e8\uc801\uc778 \uc218\uc900\uc5d0 \ube44\ud574 \ud6e8\uc52c \ub0ae\uc9c0\ub9cc \uc5ec\uc804\ud788 \uc544\uc8fc \ub192\uc740 \uae30\ub300\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub192\uc740 \ud3c9\uac00\ub85c \uc778\ud574 \uac10\uc815\uc758 \ubcc0\ud654\uac00 \uc788\uc73c\uba74 \ud070 \ud558\ub77d\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ud604\uc7ac\uc758 \uac70\uc2dc \uacbd\uc81c \ud658\uacbd\uc774 \uc555\ubc15\uc744 \uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub97c \uc804\ub7b5\uc5d0 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \uc9c0\ub09c\uc8fc \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4(Federal Reserve)\uc758 \uc5b8\uae09\uc740 \uae08\ub9ac\uc5d0 \ub300\ud55c &#8220;\uc624\ub798 \uc9c0\uc18d\ub418\ub294 \ub192\uc740 \uc218\uc900&#8221;\uc758 \uc785\uc7a5\uc744 \uac15\ud654\ud558\uc600\uc73c\uba70, \uc5f0\ubc29 \uae30\uae08 \uae08\ub9ac\ub294 4.5%\ub85c \uc720\uc9c0\ub418\uace0 \uc788\uace0, \uc774\ubc88 \ud574 \ucd94\uac00 \uc778\ud558\uc5d0 \ub300\ud55c \uc695\uad6c\ub294 \uc801\uc2b5\ub2c8\ub2e4. \uc5ed\uc0ac\uc801\uc73c\ub85c \uc774\ub7ec\ud55c \ud658\uacbd\uc740 \uace0\uc131\uc7a5 \uae30\uc220 \uc8fc\uc2dd\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc774\ub294 \ubbf8\ub798\uc758 \uc218\uc775 \uac00\uce58\ub97c \ub0ae\ucda5\ub2c8\ub2e4.\n\nAI \ubd84\uc57c\ub97c \uc0b4\ud3b4\ubcf4\uba74, \uc9c0\ub09c\ub2ec Databricks\uc758 \uc2e0\uc911\ud55c \uac00\uc774\ub358\uc2a4\uac00 \ud30c\uc7a5\uc744 \uc77c\uc73c\ud0a8 \uac83\uc744 \ubcfc \uc218 \uc788\uc73c\uba70, \ud314\ub780\ud2f0\uc5b4\ub3c4 \uc608\uc678\ub294 \uc544\ub2c8\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc774 \uc8fc\uc2dd\uc774 \uc885\uc885 \ub300\uc138\uc640 \ud568\uaed8 \uc6c0\uc9c1\uc774\uba70 \ubd84\uc57c \uc804\uccb4\uc758 \ub274\uc2a4\uc5d0 \ucde8\uc57d\ud568\uc744 \uc0c1\uae30\uc2dc\ud0b5\ub2c8\ub2e4. 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