{"id":19892,"date":"2025-08-27T22:28:57","date_gmt":"2025-08-27T22:28:57","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/nvidia-h20-%ed%8c%90%eb%a7%a4%ec%97%90-%eb%8c%80%ed%95%9c-%eb%b2%95%ec%a0%81-%ec%a1%b0%ec%b9%98%eb%a5%bc-%ec%b4%88%eb%9e%98%ed%95%a0-%ec%88%98-%ec%9e%88%eb%8a%94-%ec%88%98%ec%9d%b5-%ea%b3%b5%ec%9c%a0\/"},"modified":"2025-08-27T22:28:57","modified_gmt":"2025-08-27T22:28:57","slug":"nvidia-h20-%ed%8c%90%eb%a7%a4%ec%97%90-%eb%8c%80%ed%95%9c-%eb%b2%95%ec%a0%81-%ec%a1%b0%ec%b9%98%eb%a5%bc-%ec%b4%88%eb%9e%98%ed%95%a0-%ec%88%98-%ec%9e%88%eb%8a%94-%ec%88%98%ec%9d%b5-%ea%b3%b5%ec%9c%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/nvidia-h20-%ed%8c%90%eb%a7%a4%ec%97%90-%eb%8c%80%ed%95%9c-%eb%b2%95%ec%a0%81-%ec%a1%b0%ec%b9%98%eb%a5%bc-%ec%b4%88%eb%9e%98%ed%95%a0-%ec%88%98-%ec%9e%88%eb%8a%94-%ec%88%98%ec%9d%b5-%ea%b3%b5%ec%9c%a0\/","title":{"rendered":"Nvidia, H20 \ud310\ub9e4\uc5d0 \ub300\ud55c \ubc95\uc801 \uc870\uce58\ub97c \ucd08\ub798\ud560 \uc218 \uc788\ub294 \uc218\uc775 \uacf5\uc720\uc5d0 \ub300\ud574 \ubbf8\uad6d \uc815\ubd80\uc5d0 \uacbd\uace0\ud558\ub2e4."},"content":{"rendered":"Nvidia\ub294 \ubbf8\uad6d \uc815\ubd80\uac00 \uc218\uc775\uc758 \uc77c\uc815 \ube44\uc728\uc744 \uc694\uad6c\ud560 \uacbd\uc6b0 \uc7a0\uc7ac\uc801\uc778 \uc18c\uc1a1\uc744 \uacbd\uace0\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uc815\ubd80\ub294 \uc544\uc9c1 \ud5c8\uac00\ub41c H20 \ud310\ub9e4\uc5d0\uc11c 15%\uc758 \uc218\uc775 \ubd84\ubc30\ub97c \uc694\uad6c\ud558\ub294 \uaddc\uc815\uc744 \uc81c\uc815\ud558\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4.\n\n\uc815\ubd80 \uad00\uacc4\uc790\ub4e4\uc740 \uc774 \ube44\uc728\uc744 \ubc1b\uc744 \uac83\uc774\ub77c\ub294 \uae30\ub300\ub97c \uc804\ub2ec\ud588\uc2b5\ub2c8\ub2e4. \uc218\uc775\uc758 \uc77c\ubd80\ub97c \uc8fc\uc7a5\ud558\ub824\ub294 \ubaa8\ub4e0 \uc6c0\uc9c1\uc784\uc740 Nvidia\ub85c\ubd80\ud130\uc758 \ubc95\uc801 \uc870\uce58\ub97c \ucd08\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc9c0\uc815\ud559\uc801 \ubb38\uc81c\uac00 \ud574\uacb0\ub41c\ub2e4\uba74, Nvidia\ub294 3\ubd84\uae30\uc5d0 H20 \uc218\uc775\uc73c\ub85c 20\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 50\uc5b5 \ub2ec\ub7ec\ub97c \uc0dd\uc131\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \ub354 \ub9ce\uc740 \uc8fc\ubb38\uc774 \uc788\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c \uc9c0\ucd9c\uc774 \uadf9\uc801\uc73c\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\ub294 2030\ub144\uae4c\uc9c0 3\uc870\uc5d0\uc11c 4\uc870 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4.\n\n\uc0b0\uc5c5 \ud601\uba85\uc774 \ucd9c\ud604\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ub2e4\uc591\ud55c \uc0b0\uc5c5\uc744 \ubcc0\ud654\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \uc774 \uc804\ud658\uc740 \ud2b9\ud788 AI \uc778\ud504\ub77c\uc5d0\uc11c Nvidia\uc5d0\uac8c \uc7a5\uae30\uc801\uc778 \uc131\uc7a5 \uac00\ub2a5\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.\n\n\ud5c8\uac00\ub41c \uce69 \ud310\ub9e4\uc5d0 \ub300\ud55c 15%\uc758 \uc218\uc775 \ubd84\ubc30\uc5d0 \ub300\ud55c \ubd84\uc7c1\uc740 Nvidia\uc5d0 \uc0c1\ub2f9\ud55c \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uc18c\uc1a1 \uc704\ud611\uc5d0\uc11c \ube44\ub86f\ub41c \uc774 \uc704\ud5d8\uc740 \ud30c\uc0dd\uc0c1\ud488 \uac70\ub798\uc790\ub4e4\uc774 \ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \ubd88\ud655\uc2e4\uc131\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uc2dc\uc7a5\uc774 \uba85\ud655\uc131\uc744 \uae30\ub2e4\ub9ac\ub294 \ub3d9\uc548 \uc554\uc2dc\uc801 \ubcc0\ub3d9\uc131\uc774 \uc55e\uc73c\ub85c \uba87 \uc8fc\uac04 \ub192\uac8c \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4.\n\n\ud2b8\ub808\uc774\ub354\ub294 30\uc77c\uc5d0\uc11c 60\uc77c \uc774\ub0b4 \ub9cc\ub8cc\ub418\ub294 \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc5d0\uc11c \uc218\uc775\uc744 \uc5bb\ub294 \uc804\ub7b5, \uc608\ub97c \ub4e4\uc5b4 \ub871 \uc2a4\ud2b8\ub798\ub4e4 \ub610\ub294 \uc2a4\ud2b8\ub7ad\uae00\uc744 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \ub098\uc2a4\ub2e5 100 \ubcc0\ub3d9\uc131 \uc9c0\uc218(VXN)\ub294 \uc9c0\ub09c \ub2ec 15% \uc774\uc0c1 \uc0c1\uc2b9\ud558\uc5ec 29.5\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70, \uc774\ub294 NVDA\uc5d0 \ud2b9\ud788 \uae34\uc7a5\uac10\uc774 \ub192\uc740 \uc5c5\uc885 \uc804\ubc18\uc758 \ubd88\uc548\uac10\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc815\ubd80\uac00 \uaddc\uce59\uc744 \uacf5\uc2dd\ud654\ud558\uc5ec \uac00\uaca9 \ud558\ub77d\uc744 \ucd08\ub798\ud558\ub4e0, \ubb3c\ub7ec\uc11c\uc11c \uc548\ub3c4 \ub7a0\ub9ac\ub97c \ucd09\ubc1c\ud558\ub4e0 \uc774\ub7ec\ud55c \ud3ec\uc9c0\uc158\uc740 \uc218\uc775\uc744 \uac00\uc838\uc62c \uac83\uc785\ub2c8\ub2e4.\n\n\ud558\ub77d \ud3b8\ud5a5\uc744 \uac00\uc9c4 \uc0ac\ub78c\ub4e4\uc5d0\uac8c\ub294 \ud48b \uc635\uc158 \uad6c\ub9e4\uac00 \uc815\ubd80\uac00 \uc218\uc775 \uae30\ub300\ub97c \ubc95\uc81c\ud654\ud560 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uc9c1\uc811\uc801\uc778 \ud5e4\uc9c0\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. 15%\uc758 \uc138\uae08\uc740 \ub192\uc740 \uc218\uc694\uac00 \uc788\ub294 H20 \uce69\uc758 \uc218\uc775\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc774\uba70, \ubd84\uc11d\uac00\ub4e4\uc740 \uc774\ub294 \uc131\uc7a5\uc5d0 \uc0c1\ub2f9\ud55c \uae30\uc5ec\ub97c \ud560 \uac83\uc73c\ub85c \uae30\ub300\ud588\uc2b5\ub2c8\ub2e4. \ub418\ub3cc\uc544\ubcf4\uba74, \uc6b0\ub9ac\ub294 \ubbf8\uad6d \uc815\ubd80\uac00 2023\ub144 10\uc6d4\uc5d0 \uc218\ucd9c \ud1b5\uc81c\ub97c \ud655\ub300\ud588\uc744 \ub54c \uc720\uc0ac\ud55c \ub2e8\uc77c \uc8fc\uc2dd \ucda9\uaca9\uc744 \uacbd\ud5d8\ud588\uc73c\uba70, \uc774\ub85c \uc778\ud574 \uae09\uaca9\ud558\uc9c0\ub9cc \uc77c\uc2dc\uc801\uc778 \ud558\ub77d\uc774 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4.\n\n\uc804\ubc18\uc801\uc73c\ub85c \uc7a5\uae30\uc801\uc778 \uc804\ub9dd\uc740 2030\ub144\uae4c\uc9c0 \uc218\uc870 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 AI \uc778\ud504\ub77c\uc758 \ub300\uaddc\ubaa8 \uad6c\ucd95\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc815\ubcf4 \ud68c\uc0ac IDC\uc758 \ucd5c\uadfc \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, AI \uad00\ub828 \uc11c\ubc84 \uc9c0\ucd9c\uc740 2028\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 28%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc815\uce58\uc801 \uc694\uc778\uc73c\ub85c \uc778\ud55c \ub9e4\ub3c4\ub294 \uac15\uc138 \ud2b8\ub808\uc774\ub354\ub4e4\uc774 \ub0ae\uc740 \ud589\uc0ac\uac00\uc5d0\uc11c \ud604\uae08 \ubcf4\uc7a5 \ud48b\uc744 \ud310\ub9e4\ud558\uc5ec \ud48d\ubd80\ud55c \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\uc9d1\ud558\uba70 \uc720\ub9ac\ud55c \uc9c4\uc785\uc810\uc744 \uc124\uc815\ud560 \uc218 \uc788\ub294 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uae30\ubcf8\uc801\uc778 \uc0ac\uc5c5 \uc11c\uc0ac\ub294 \uc6b0\ub9ac\uac00 AI\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\ub294 \uc0b0\uc5c5 \ud601\uba85\uc758 \ucd08\uae30 \ub2e8\uacc4\uc5d0 \uc788\ub2e4\uace0 \uc81c\uc548\ud569\ub2c8\ub2e4. 1990\ub144\ub300 \ud6c4\ubc18 \uc778\ud130\ub137 \ubd90\uc5d0 \ub300\ud55c \ucd08\uae30 \ud68c\uc758\ub860 \uac19\uc740 \uc5ed\uc0ac\uc801 \uc120\ub840\ub294 \ud601\uc2e0\uc801\uc778 \uae30\uc220 \ud2b8\ub80c\ub4dc\uac00 \uc885\uc885 \uaddc\uc81c \uc7a5\ubcbd\uc744 \uadf9\ubcf5\ud55c\ub2e4\ub294 \uac83\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc911\uc694\ud55c \uac83\uc740 \uc989\uac01\uc801\uc778 \uc815\uce58\uc801 \uc18c\uc74c\uacfc \uc7a5\uae30\uc801\uc778 \uad6c\uc870\uc801 \uc131\uc7a5 \uc774\uc57c\uae30\ub97c \ubd84\ub9ac\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\r\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>Nvidia\ub294 \ubbf8\uad6d \uc815\ubd80\uc758 \uc218\uc775 \uc77c\ubd80 \uc694\uccad \uc2dc \ubc95\uc801 \ub300\uc751\uc744 \uc608\uace0\ud588\uc2b5\ub2c8\ub2e4. AI \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \ud22c\uc790 \uc99d\uac00\uac00 \uc804\ub9dd\ub418\ub294 \uac00\uc6b4\ub370, \ub2e8\uae30 \ubcc0\ub3d9\uc131\uacfc \ud568\uaed8 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \uae30\ud68c\ub97c \ucc3e\uace0 \uc788\uc2b5\ub2c8\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-19892","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/19892","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=19892"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/19892\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=19892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=19892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=19892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}