{"id":34635,"date":"2025-12-22T14:32:37","date_gmt":"2025-12-22T14:32:37","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%8c%90%eb%a7%a4-%eb%8c%80%eb%9f%89-%ec%b2%98%eb%b6%84-%ec%86%8d%ec%97%90%ec%84%9c-%ec%9d%b8%ea%b3%b5%ec%a7%80%eb%8a%a5%ec%9d%b4-%eb%b2%84%eb%b8%94-%ec%83%81%ed%83%9c%eb%9d%bc%eb%8a%94-%ec%a3%bc\/"},"modified":"2025-12-22T14:32:37","modified_gmt":"2025-12-22T14:32:37","slug":"%ed%8c%90%eb%a7%a4-%eb%8c%80%eb%9f%89-%ec%b2%98%eb%b6%84-%ec%86%8d%ec%97%90%ec%84%9c-%ec%9d%b8%ea%b3%b5%ec%a7%80%eb%8a%a5%ec%9d%b4-%eb%b2%84%eb%b8%94-%ec%83%81%ed%83%9c%eb%9d%bc%eb%8a%94-%ec%a3%bc","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%8c%90%eb%a7%a4-%eb%8c%80%eb%9f%89-%ec%b2%98%eb%b6%84-%ec%86%8d%ec%97%90%ec%84%9c-%ec%9d%b8%ea%b3%b5%ec%a7%80%eb%8a%a5%ec%9d%b4-%eb%b2%84%eb%b8%94-%ec%83%81%ed%83%9c%eb%9d%bc%eb%8a%94-%ec%a3%bc\/","title":{"rendered":"\ud310\ub9e4 \ub300\ub7c9 \ucc98\ubd84 \uc18d\uc5d0\uc11c \uc778\uacf5\uc9c0\ub2a5\uc774 \ubc84\ube14 \uc0c1\ud0dc\ub77c\ub294 \uc8fc\uc7a5\uc774 \uc787\ub530\ub974\ub294 \uac00\uc6b4\ub370 \uc2dc\uc7a5\uc758 \ud68c\ubcf5\ub825\uc774 \uacc4\uc18d\ub41c\ub2e4."},"content":{"rendered":"AI \uc2dc\uc7a5\uc740 Nvidia, AMD, Amazon\uacfc \uac19\uc740 \uae30\uc5c5\ub4e4\uc774 \ucd1d 1.4 \uc870 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \ub300\uaddc\ubaa8 \uc7ac\uc815 \uc57d\uc18d\uc744 \ud558\uba74\uc11c scrutiny\ub97c \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud22c\uc790 \uc790\uae08 \uc870\ub2ec\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc774 \uc81c\uae30\ub418\uba70, AI \uc778\ud504\ub77c\uc758 \uc0c1\ub2f9\ud55c \uc804\ub825 \uc694\uad6c \uc0ac\ud56d\uc774 \ubb38\uc81c\ub85c \ub5a0\uc624\ub974\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\nMicrosoft, Meta, Amazon, Alphabet\uc640 \uac19\uc740 \uc8fc\uc694 \uae30\uc5c5\ub4e4\ub3c4 \uac01\uac01 800\uc5b5 \ub2ec\ub7ec, 710\uc5b5 \ub2ec\ub7ec, 1000\uc5b5 \ub2ec\ub7ec, 920\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc785\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 Meta\uac00 30% \ud22c\uc790 \ucd95\uc18c\ub97c \ubc1c\ud45c\ud558\uba74\uc11c AI\uc5d0 \ub300\ud55c \ubbf8\ub798 \uc18c\ube44\uc5d0 \ub300\ud55c \uc758\uad6c\uc2ec\uc774 \ucee4\uc84c\uc2b5\ub2c8\ub2e4.\n\n

\ud22c\uc790\uc640 \uc2dc\uc7a5 \uac10\uc815<\/h3>\n\n\ubcc0\ud654\ud558\ub294 \uc774\uc57c\uae30\ub294 \ud22c\uc790 \uc218\uc775\ub960(ROI)\uc5d0 \uc9d1\uc911\ub418\uace0 \uc788\uc73c\uba70, \uc7a0\uc7ac\uc801\uc778 \uc2b9\uc790\uc640 \ud328\uc790\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc774 \uc81c\uae30\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. Coreweave\uc758 \uc8fc\uac00\ub294 180 \ub2ec\ub7ec\ub85c \uae09\ub4f1\ud588\uc9c0\ub9cc \uc774\ud6c4 60 \ub2ec\ub7ec\ub85c \ub5a8\uc5b4\uc838 AI \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. Oracle\uc740 \ubd80\ucc44\ub97c \uc99d\uac00\uc2dc\ucf30\uc73c\ub098, Blue Owl Capital\uc774 100\uc5b5 \ub2ec\ub7ec \uac70\ub798\ub97c \uc9c0\uc6d0\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \uc5b4\ub824\uc6c0\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc5b4 \uc790\uae08 \uc870\ub2ec \uc6b0\ub824\ub97c \uac15\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\nAmazon\uacfc Microsoft\uc640 \uac19\uc774 \ub354 \uac15\ub825\ud55c \ub9e4\ucd9c \ud750\ub984\uc744 \uac00\uc9c4 \uae30\uc5c5\ub4e4\uc740 Oracle\uacfc \uac19\uc740 \ubd80\ucc44 \uc2dc\uc7a5\uc5d0 \uc758\uc874\ud558\ub294 \uae30\uc5c5\ubcf4\ub2e4 \ub354 \ub098\uc740 \uc790\uae08 \uc870\ub2ec \uc870\uac74\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc744 \uac83\uc785\ub2c8\ub2e4. 2026\ub144\uc774 \ub2e4\uac00\uc624\uba74\uc11c \uae30\uc5c5\ub4e4\uc774 AI \uc778\ud504\ub77c\ub97c \uc790\uae08 \uc870\ub2ec\ud558\ub294 \ubc29\ubc95, \ud604\uae08 \ud750\ub984 \ubc0f \ubd80\ucc44 \uc218\uc900\uc744 \uace0\ub824\ud55c \ud22c\uc790 \uc218\uc775\ub960\uc5d0 \ub300\ud55c \ucd08\uc810\uc774 \ubc14\ub014 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.\n\n12\uc6d4 2025\ub144 \ub9c8\uc9c0\ub9c9 \uc8fc\uc5d0 \ub4e4\uc5b4\uc11c\uba74\uc11c AI \uc139\ud130\uc758 \ud68c\ubcf5\ub825\uc774 \ucc98\uc74c\uc73c\ub85c \uade0\uc5f4\uc758 \uc870\uc9d0\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \ub300\ubd80\ubd84\uc758 \ub0b4\ub7ec\ud2f0\ube0c\ub294 \ub300\uaddc\ubaa8 \uc18c\ube44 \uc57d\uc18d\uc5d0 \ub300\ud55c \uac83\uc774\uc5c8\uc73c\ub098, \uc774\uc81c \uc2dc\uc7a5\uc740 \ud22c\uc790 \uc218\uc775\ub960\ub85c \ucd08\uc810\uc744 \uc62e\uae30\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548 \uc2dc\uc7a5\uc740 \uc548\uc815\ub41c \uc7ac\ubb34 \uae30\ubc18\uc744 \uac00\uc9c4 \uae30\uc5c5\uacfc \uacfc\uc7a5\ub41c \ud3c9\uac00\ub97c \ubc1b\uc740 \uae30\uc5c5\uc744 \uad6c\ubd84\ud558\ub294 \ub370 \ub530\ub978 \ubcc0\ub3d9\uc131\uc774 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.\n\n\uc774\ub85c \uc778\ud574 \uac70\ub798\uc790\ub4e4\uc774 \uc774\ub7ec\ud55c \uac08\ub4f1\uc744 \ubc14\ud0d5\uc73c\ub85c \ud55c \ud50c\ub808\uc774\ub97c \ucc3e\uc744 \uc218 \uc788\ub294 \ubd84\uba85\ud55c \uae30\ud68c\uac00 \uc0dd\uacbc\uc2b5\ub2c8\ub2e4. \uc5ec\ub984\uc5d0 180\ub2ec\ub7ec\ub97c \ub118\ub358 \uc8fc\uc2dd\uc778 Coreweave\uac00 \uc62c \uac00\uc744\uc5d0 \uc57d 60\ub2ec\ub7ec\ub85c \ub5a8\uc5b4\uc9c0\ub294 \ubaa8\uc2b5\uc744 \uc9c1\uc811 \ubd24\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uc2dc\uc7a5 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \ub9ce\uc740 \uc774\ucc28 AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\uc758 \uc635\uc158\uc5d0 \ub300\ud574 2025\ub144 10\uc6d4 \uc774\ud6c4 \ub0b4\uc7ac \ubcc0\ub3d9\uc131\uc774 40% \uc774\uc0c1 \uae09\uc99d\ud588\uc73c\uba70, \uc774\ub294 \uac70\ub798\uc790\ub4e4\uc774 \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc744 \uc900\ube44\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n

\uc2dc\uc7a5 \uc804\ub7b5\uacfc \uc555\ubc15<\/h3>\n\n\uac15\ub825\ud55c \uc7ac\ubb34 \uc0c1\ud0dc\ub97c \uac00\uc9c4 \uae30\uc5c5\uc5d0 \ub300\ud574 \ub871 \ud3ec\uc9c0\uc158\uc744 \ucde8\ud558\uace0 \uc790\uae08 \uc870\ub2ec\uc5d0 \uc758\ubb38\uc774 \uc788\ub294 \uae30\uc5c5\uc5d0 \ub300\ud574 \uc20f \ud3ec\uc9c0\uc158\uc744 \uc124\uc815\ud558\ub294 \ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc\ub97c \uace0\ub824\ud574 \ubcf4\uc2ed\uc2dc\uc624. Oracle\uacfc \uac19\uc740 \uae30\uc5c5\uc740 \uc62c\ud574 1000\uc5b5 \ub2ec\ub7ec\ub97c \ub118\ub294 \ubd80\ucc44\ub97c \uc548\uace0 \uc788\uc73c\uba70, \uc57c\uc2ec\ucc2c \uc778\ud504\ub77c \uacc4\ud68d\uc744 \uc790\uae08 \uc870\ub2ec\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc548\uc815\uc801\uc778 \uae30\uc5c5\ub4e4\uc740 \uc790\uc2e0\uc758 \uc790\uae08\uc744 \uc0ac\uc6a9\ud558\uc5ec \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc774\ub7ec\ud55c \ubc29\uc2dd\uc774 \ub354 \uae0d\uc815\uc801\uc73c\ub85c \uc778\uc2dd\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\nMicrosoft\uc640 Amazon\uc740 \ub300\uaddc\ubaa8 \ub9e4\ucd9c \uc2a4\ud2b8\ub9bc\uc744 \ud1b5\ud574 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uc790\uae08\uc870\ub2ec\ud558\ub294 \ub9c9\ub300\ud55c \uc774\uc810\uc744 \uac00\uc9c0\uace0 \uc788\uc73c\uba70, Microsoft\uc758 \uc6b4\uc601 \ud604\uae08 \ud750\ub984\ub9cc\uc73c\ub85c\ub3c4 \uc9c0\ub09c 4\ubd84\uae30 \ub3d9\uc548 1000\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7ac\ubb34 \uac15\uc810 \ub355\ubd84\uc5d0 \uadf8\ub4e4\uc740 \ub354 \ub098\uc740 \uc870\uac74\uc744 \ud655\ubcf4\ud558\uace0 \uacbd\uc7c1\uc0ac\ubcf4\ub2e4 \ub354 \uc9c0\uc18d \uac00\ub2a5\ud55c \ubc29\uc2dd\uc73c\ub85c \uc131\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc0dd \uc0c1\ud488 \uc804\ub7b5\uc740 \uc774\ub7ec\ud55c \uac15\ub825\ud55c \uae30\uc5c5\uc5d0 \ub300\ud574 \ud48b \uc635\uc158\uc744 \ud310\ub9e4\ud558\uba74\uc11c \ub354 \ub808\ubc84\ub9ac\uc9c0\ub41c \uae30\uc5c5\uc5d0 \ub300\ud574\uc11c\ub294 \ud48b \uc635\uc158\uc744 \uad6c\uc785\ud558\ub294 \ubc29\uc2dd\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\nAI \ubd90\uc758 \uadc0\uc5ec\uc6c0\uc778 \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\ub3c4 \uc774 \ubcc0\ud654\ud558\ub294 \uac10\uc815\uc5d0\uc11c \uba74\uc5ed\ub825\uc774 \uc5c6\uc2b5\ub2c8\ub2e4. Nvidia\ub294 2025\ub144\uc5d0 \ud6cc\ub96d\ud55c \uc131\uacfc\ub97c \uac70\ub450\uc5c8\uc9c0\ub9cc, \ud604\uc7ac \uc8fc\uac00\ub294 \ud30c\ud2b8\ub108\ub85c\ubd80\ud130\uc758 \ub9c9\ub300\ud55c \uc8fc\ubb38\uc5d0 \ub300\ud55c \uc790\uae08 \uc870\ub2ec\uc744 \uba74\ubc00\ud788 \uac80\ud1a0\ud558\uba74\uc11c 11\uc6d4 \ucd5c\uace0\uce58\ubcf4\ub2e4 15% \ub0ae\uc740 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 AI \uae08\uad11\uc758 “\uc0bd\uacfc \ubd80\ucc44”\uc870\ucc28\ub3c4 \uace0\uac1d\ub4e4\uc774 \uc9c0\ucd9c\uc744 \uc904\uc774\uae30 \uc2dc\uc791\ud558\uba74 \uc555\ubc15\uc744 \ubc1b\uc744 \uc218 \uc788\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.\n\n2026\ub144 1\uc6d4 \uc2e4\uc801 \ubc1c\ud45c \uc2dc\uc98c\uc774 \ub2e4\uac00\uc624\uba74\uc11c, \uc790\ubcf8 \uc9c0\ucd9c \ubc0f \uc218\uc775\uc131\uc5d0 \ub300\ud55c \uc5b8\uc5b4\uc758 \ubcc0\ud654\uc5d0 \uadc0\ub97c \uae30\uc6b8\uc774\ub294 \uac83\uc774 \uc911\uc694\ud560 \uac83\uc785\ub2c8\ub2e4. \uc55e\uc73c\ub85c\uc758 \uc9c0\uce68\uc5d0 \ub530\ub77c significant\ud55c \uac00\uaca9 \ubcc0\ub3d9\uc744 \uae30\ub300\ud560 \uc218 \uc788\uc73c\uba70, \uc608\uc0c1\ub418\ub294 \ubcc0\ub3d9\uc131\uc5d0 \ub300\ud55c \uc635\uc158 \uc804\ub7b5\uc778 \uc2a4\ud2b8\ub798\ub4e4 \ub610\ub294 \uc2a4\ud2b8\ub7ad\uae00\uc774 \ub9e4\ub825\uc801\uc77c \uac83\uc785\ub2c8\ub2e4. “AI”\ub77c\ub294 \ub2e8\uc5b4\uac00 \ud3ec\ud568\ub41c \uc8fc\uc2dd\uc744 \ubb34\uc791\uc815 \uc0ac\ub294 \uc2dc\ub300\ub294 \ub05d\ub0ac\uc73c\uba70, \uc774\uc81c\ub294 \uc7ac\ubb34 \uaddc\uc728\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\ub294 \uac83\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.\n\n\r\n

VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c \uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n","protected":false},"excerpt":{"rendered":"

AI \uc2dc\uc7a5\uc758 \uc7ac\uc815\uc801 \uc555\ubc15\uc774 \ub4dc\ub7ec\ub098\uace0 \uc788\ub294 \uac00\uc6b4\ub370, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \ud22c\uc790 \uc218\uc775\ub960\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uae34\uc7a5\uac10\uc774 \uace0\uc870\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc55e\uc73c\ub85c \ud2b8\ub808\uc774\ub529\uc740 \ub354\uc6b1 \ucc28\ubcc4\ud654\ub41c \uc804\ub7b5\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. – 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-34635","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\/34635","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=34635"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/34635\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=34635"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=34635"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=34635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}