{"id":36114,"date":"2026-01-15T17:32:42","date_gmt":"2026-01-15T17:32:42","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%a4%91%ea%b5%ad%ec%9d%b4-h200-ai-%ec%b9%a9-%ec%88%98%ec%9e%85%ec%9d%84-%ec%a4%91%eb%8b%a8%ed%95%9c%eb%8b%a4%eb%8a%94-%eb%b3%b4%eb%8f%84-%ec%86%8d%ec%97%90-nvidia-%ec%a3%bc%ec%8b%9d-1-4-%ed%95%98\/"},"modified":"2026-01-15T17:32:42","modified_gmt":"2026-01-15T17:32:42","slug":"%ec%a4%91%ea%b5%ad%ec%9d%b4-h200-ai-%ec%b9%a9-%ec%88%98%ec%9e%85%ec%9d%84-%ec%a4%91%eb%8b%a8%ed%95%9c%eb%8b%a4%eb%8a%94-%eb%b3%b4%eb%8f%84-%ec%86%8d%ec%97%90-nvidia-%ec%a3%bc%ec%8b%9d-1-4-%ed%95%98","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%a4%91%ea%b5%ad%ec%9d%b4-h200-ai-%ec%b9%a9-%ec%88%98%ec%9e%85%ec%9d%84-%ec%a4%91%eb%8b%a8%ed%95%9c%eb%8b%a4%eb%8a%94-%eb%b3%b4%eb%8f%84-%ec%86%8d%ec%97%90-nvidia-%ec%a3%bc%ec%8b%9d-1-4-%ed%95%98\/","title":{"rendered":"\uc911\uad6d\uc774 H200 AI \uce69 \uc218\uc785\uc744 \uc911\ub2e8\ud55c\ub2e4\ub294 \ubcf4\ub3c4 \uc18d\uc5d0 NVIDIA \uc8fc\uc2dd 1.4% \ud558\ub77d"},"content":{"rendered":"NVIDIA Corporation\uc758 \uc8fc\uac00\ub294 \uc911\uad6d\uc774 H200 AI \uce69\uc758 \uc218\uc785\uc744 \ucc28\ub2e8\ud588\ub2e4\ub294 \ubcf4\ub3c4 \uc774\ud6c4 1.4% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 NVIDIA\uac00 H200 \uce69\uc744 \ubbf8\uad6d \uc218\ucd9c \uaddc\uc815\uc5d0 \ub9de\ucd94\uc5c8\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ubc1c\uc0dd\ud55c \uc911\uad6d \uc138\uad00\uc758 \uc870\uce58\ub85c, \uc2dc\uc7a5 \uc811\uadfc\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ubd88\ub7ec\uc77c\uc73c\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \ubbf8\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c\uc774 \uc911\uad6d\uc5d0 \uc801\uc6a9\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c \ubc1c\uc0dd\ud558\uace0 \uc788\uc73c\uba70, \uc911\uad6d\uc758 \uacb0\uc815\uc740 \uc774\ub7ec\ud55c \uaddc\uc815\uacfc \uad00\uacc4\uc5c6\uc774 NVIDIA\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub294 \uc9d1\ud589 \ubc29\uc548\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. NVIDIA\ub294 \uc911\uad6d\uc5d0\uc11c \ub370\uc774\ud130 \uc13c\ud130 \ubc0f AI \ud558\ub4dc\uc6e8\uc5b4 \ud310\ub9e4\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc73c\ubbc0\ub85c, \uc774 \uc0c1\ud669\uc774 \ud68c\uc0ac\uc758 \uc131\uc7a5 \uc804\ub9dd\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce60\uc9c0\uac00 \uc8fc\ubaa9\ub429\ub2c8\ub2e4.\n\n<h3>\uae30\uc220 \uc8fc\uc2dd \ud558\ub77d<\/h3>\n\uc774 \uc18c\uc2dd\uc740 \uae30\uc220 \uc8fc\uc2dd \uc804\ubc18\uc758 \ud558\ub77d\uc5d0 \uae30\uc5ec\ud588\uc73c\uba70, \uc774\ub294 \uc815\ucc45 \ubd88\ud655\uc2e4\uc131 \uc18d\uc5d0\uc11c \uc131\uc7a5\uc5d0 \ub300\ud55c \ub178\ucd9c\uc744 \uc7ac\ud3c9\uac00\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4. \ud558\ub77d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, AI \uce69 \ubd84\uc57c\uc5d0\uc11c\uc758 NVIDIA\uc758 \uc2dc\uc7a5 \uc704\uce58\ub294 \uad6d\uc81c \ubb34\uc5ed \uc694\uc778\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud569\ub2c8\ub2e4.\n\n\uc9c0\ub09c 1\ub144 \ub3d9\uc548 NVIDIA\uc758 \uc8fc\uac00\ub294 \uac15\ub825\ud55c \uc2e4\uc801\uacfc AI \ubd84\uc57c\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784\uc73c\ub85c 34.3% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \ube44\uad50\uc801\uc73c\ub85c, STMicroelectronics\uc640 Texas Instruments\uc758 \uc8fc\uac00\ub294 \uac01\uac01 13.1%\uc640 -2.1%\uc758 \ubcc0\ud654\ub97c \ubcf4\uc774\uba70 \uc0b0\uc5c5 \ub0b4 \ub2e4\uc591\ud55c \uc0c1\ud669\uc744 \ubc18\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 \uc8fc\uac00 \uc131\uc7a5\uc740 \uc138\uacc4 \uae30\uc220 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \ubbf8\uce58\ub294 \ub3c4\uc804 \uacfc\uc81c\ub97c \uac15\uc870\ud569\ub2c8\ub2e4.\n\n\uc911\uad6d\uc774 H200 \uce69 \uc218\uc785\uc744 \ucc28\ub2e8\ud558\uace0 \uc788\ub2e4\ub294 \ubcf4\uace0\uc11c\ub294 NVIDIA\uc758 \uc218\uc775 \uc804\ub9dd\uc5d0 \uc2ec\uac01\ud55c \ubd88\ud655\uc2e4\uc131\uc744 \ub3c4\uc785\ud569\ub2c8\ub2e4. \uc774\ub294 \uc55e\uc73c\ub85c \uba87 \uc8fc\uac04 \uc8fc\uac00\uc758 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub428\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uc5b4\uc81c \uac70\ub798\uc5d0\uc11c NVDA\uc758 \ub2e8\uae30 \uc635\uc158\uc758 \ub0b4\uc7ac \ubcc0\ub3d9\uc131\uc774 15% \uc774\uc0c1 \uae09\ub4f1\ud55c \uac83\uc744 \ubcf4\uc558\uc73c\uba70, \uc2dc\uc7a5\uc774 \uc774 \ub274\uc2a4\ub97c \uc18c\ud654\ud558\ub294 \ub3d9\uc548 \ubcc0\ub3d9\uc131\uc774 \ub192\uc740 \uc0c1\ud0dc\ub85c \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4.\n\n<h3>\ud5e4\uc9d5 \ubc0f \uc2dc\uc7a5 \uc804\ub7b5<\/h3>\n\uc911\uad6d\uc5d0 \ub300\ud55c \ud310\ub9e4\uac00 2025\ub144 \ub9c8\uc9c0\ub9c9 \ubd84\uae30 \ub370\uc774\ud130 \uc13c\ud130 \uc218\uc775\uc758 \uac70\uc758 15%\ub97c \ucc28\uc9c0\ud588\ub358 \ub9cc\ud07c, \uc9c0\uc18d\uc801\uc778 \ucc28\ub2e8\uc740 \ud070 \uc545\uc7ac\uac00 \ub429\ub2c8\ub2e4. \uc774 \uc0c1\ud669\uc5d0\uc11c \uae30\uc874\uc758 \ub9e4\uc218 \ud3ec\uc9c0\uc158\uc744 \ud5e4\uc9c0\ud558\uac70\ub098 \uc8fc\uc694 \uc9c0\uc9c0 \uc218\uc900\uc73c\ub85c \ucd94\uac00 \ud558\ub77d\uc744 \ucd94\uce21\ud558\uae30 \uc704\ud574 \ud48b \uc635\uc158\uc744 \uad6c\ub9e4\ud558\ub294 \uac83\uc774 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \ud68c\uc0ac\ub098 \uc911\uad6d \ub2f9\uad6d\uc758 \ud6c4\uc18d \ubc1c\ud45c\uac00 \ud558\ub77d\uc138\ub97c \uac00\uc18d\ud654\ud560 \uc218 \uc788\ub294\uc9c0\ub97c \ud2b9\ud788 \uc8fc\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uadf8\ub807\uc9c0\ub9cc, 2025\ub144 \uac00\uc744\uc5d0 \uc0c8\ub85c\uc6b4 \ubbf8\uad6d \uc218\ucd9c \ud1b5\uc81c\uc5d0 \ub300\ud55c \uc18c\ubb38\uc774 \ucc98\uc74c \ub4f1\uc7a5\ud588\uc744 \ub54c \uc2dc\uc7a5\uc758 \ubc18\uc751\uc744 \uae30\uc5b5\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub85c \uc778\ud574 \uc77c\uc2dc\uc801\uc778 \ud558\ub77d\uc774 \ubc1c\uc0dd\ud588\uc9c0\ub9cc, \uacb0\uad6d \uc774\ub294 \ub9e4\uc218 \uae30\ud68c\ub85c \uac04\uc8fc\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\ub978 \uc9c0\uc5ed\uc758 \uac15\ud55c \uc218\uc694\uac00 \uc57d\uc138\ub97c \ubcf4\uc644\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc774\ub294 \ud604\uc7ac \ub354 \ub192\uc740 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\uc9d1\ud558\uae30 \uc704\ud574 \uac00\uce58 \uc5c6\ub294 \ud48b\uc744 \ud310\ub9e4\ud558\ub294 \uac83\uc774 \ub2e8\uae30 \uacfc\uc789 \ubc18\uc751\uc774\ub77c\uace0 \ubbff\ub294 \uc774\ub4e4\uc5d0\uac8c \uc2e4\ud589 \uac00\ub2a5\ud55c \uc804\ub7b5\uc774 \ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n\uc6b0\ub9ac\uc758 \ub2e8\uae30 \ucd08\uc810\uc740 NVDA \uc8fc\uac00\uac00 \ud604\uc7ac \uc811\uadfc\ud558\uace0 \uc788\ub294 \uc8fc\uc694 \uae30\uc220\uc801 \uc9c0\uc9c0 \uc218\uc900\uc778 50\uc77c \uc774\ub3d9 \ud3c9\uade0 \uc8fc\uc704\uc5d0\uc11c \uc5b4\ub5bb\uac8c \ud589\ub3d9\ud558\ub294\uc9c0\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc9c0 \uc218\uc900\uc744 \ud655\uc2e4\ud558\uac8c \ud558\ud68c\ud558\uba74 \ub2e4\uc74c \uc2e4\uc801 \ubc1c\ud45c \uc774\uc804\uc5d0 \ub354 \uae34 \uc870\uc815\uc774 \uc788\uc744 \uc218 \uc788\uc74c\uc744 \ub098\ud0c0\ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c, \uc2dc\uc7a5\uc740 \uc774 \ucc28\ub2e8\uc774 \uacf5\uc2dd \uc815\ucc45\uc778\uc9c0 \uc77c\uc2dc\uc801\uc778 \ud63c\ub780\uc778\uc9c0\uc5d0 \ub300\ud55c \uba85\ud655\uc131\uc774 \ud544\uc694\ud558\uba70, \uadf8\uc5d0 \ub530\ub77c \uba85\ud655\ud55c \ucd94\uc138\uac00 \ub098\ud0c0\ub0a0 \uac83\uc785\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\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>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>NVIDIA\uc758 \uc8fc\uac00\ub294 \uc911\uad6d\uc758 H200 AI \uce69 \uc218\ucd9c \uae08\uc9c0 \uc18c\uc2dd\uc5d0 1.4% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uacb0\uc815\uc740 \ubbf8\uc911 \uac04\uc758 \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c \uc18d\uc5d0\uc11c \ubc1c\uc0dd\ud558\uba70, \ud5a5\ud6c4 \uc218\uc775 \uc804\ub9dd\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":62,"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-36114","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"NVIDIA\uc758 \uc8fc\uac00\ub294 \uc911\uad6d\uc758 H200 AI \uce69 \uc218\ucd9c \uae08\uc9c0 \uc18c\uc2dd\uc5d0 1.4% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uacb0\uc815\uc740 \ubbf8\uc911 \uac04\uc758 \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c \uc18d\uc5d0\uc11c \ubc1c\uc0dd\ud558\uba70, \ud5a5\ud6c4 \uc218\uc775 \uc804\ub9dd\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. - vtmarkets.com\" \/>\n\t<meta name=\"robots\" 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