{"id":38900,"date":"2026-02-23T15:33:55","date_gmt":"2026-02-23T15:33:55","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%b4%eb%b2%88-%ec%a3%bc-%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4%ec%9d%80-%ec%84%b8%ea%b3%84-%ea%b2%bd%ec%a0%9c%ec%9d%98-%ea%b1%b4%ec%a0%84%ec%84%b1%ec%9d%84-%ea%b0%80%eb%8a%a0%ed%95%a0-%ec%83%88\/"},"modified":"2026-02-23T15:33:55","modified_gmt":"2026-02-23T15:33:55","slug":"%ec%9d%b4%eb%b2%88-%ec%a3%bc-%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4%ec%9d%80-%ec%84%b8%ea%b3%84-%ea%b2%bd%ec%a0%9c%ec%9d%98-%ea%b1%b4%ec%a0%84%ec%84%b1%ec%9d%84-%ea%b0%80%eb%8a%a0%ed%95%a0-%ec%83%88","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%b4%eb%b2%88-%ec%a3%bc-%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4%ec%9d%80-%ec%84%b8%ea%b3%84-%ea%b2%bd%ec%a0%9c%ec%9d%98-%ea%b1%b4%ec%a0%84%ec%84%b1%ec%9d%84-%ea%b0%80%eb%8a%a0%ed%95%a0-%ec%83%88\/","title":{"rendered":"\uc774\ubc88 \uc8fc \ud22c\uc790\uc790\ub4e4\uc740 \uc138\uacc4 \uacbd\uc81c\uc758 \uac74\uc804\uc131\uc744 \uac00\ub2a0\ud560 \uc0c8\ub85c\uc6b4 \ub2e8\uc11c\ub97c \uc5bb\uae30 \uc704\ud574 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc8fc\ubaa9\ud55c\ub2e4."},"content":{"rendered":"\uc5ec\ub7ec \ub300\ud615 \uae30\uc5c5\ub4e4\uc774 \uc774\ubc88 \uc8fc \uc2e4\uc801\uc744 \ubc1c\ud45c\ud569\ub2c8\ub2e4. \ub300\uc0c1 \ubd84\uc57c\ub294 AI \uc778\ud504\ub77c(\uc778\uacf5\uc9c0\ub2a5\uc744 \ub3cc\ub9ac\uae30 \uc704\ud55c \ub370\uc774\ud130\uc13c\ud130\u00b7\uc11c\ubc84\u00b7\uce69 \uac19\uc740 \uae30\ubc18 \uc124\ube44), \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4(\uc778\ud130\ub137\uc73c\ub85c \ube4c\ub824 \uc4f0\ub294 \ucef4\ud4e8\ud305\u00b7\uc800\uc7a5\uacf5\uac04), \uc8fc\ud0dd \uac1c\ubcf4\uc218 \uc18c\ub9e4, \uae30\uc5c5\uc6a9 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 **\uac00\uc774\ub358\uc2a4(\ud68c\uc0ac\uac00 \uc55e\uc73c\ub85c\uc758 \ub9e4\ucd9c\u00b7\uc774\uc775 \uc804\ub9dd\uce58\ub97c \uc81c\uc2dc\ud558\ub294 \uac83)**, **\uc790\ubcf8\uc9c0\ucd9c(CapEx: \uacf5\uc7a5\u00b7\uc11c\ubc84\u00b7\ub370\uc774\ud130\uc13c\ud130 \uac19\uc740 \uc124\ube44\uc5d0 \uc4f0\ub294 \ub3c8)** \uacc4\ud68d, \uadf8\ub9ac\uace0 \uc218\uc694 \ud750\ub984\uc5d0 \uc9d1\uc911\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.\n\n\uc54c\ub9ac\ubc14\ubc14\ub294 \ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30(2025\ub144 9\uc6d4 30\uc77c \uc885\ub8cc) \ub9e4\ucd9c\uc774 5% \uc99d\uac00\ud574 2,478\uc5b5 \uc704\uc548(348\uc5b5 \ub2ec\ub7ec)\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \ub9e4\ucd9c\uc740 34% \uc99d\uac00\ud574 398\uc5b5 \uc704\uc548\uc73c\ub85c, \uc608\uc0c1\uce58 379\uc5b5 \uc704\uc548\uc744 \uc6c3\ub3cc\uc558\uc2b5\ub2c8\ub2e4(\uc9c1\uc804 \ubd84\uae30 \uc131\uc7a5\ub960 26% \uc774\ud6c4).\n\n<h3>\uc54c\ub9ac\ubc14\ubc14 \uc2e4\uc801 \ubc1c\ud45c \ud3ec\uc778\ud2b8<\/h3>\n\uc54c\ub9ac\ubc14\ubc14\ub294 \uc9c0\ub09c 4\uac1c \ubd84\uae30 \ub3d9\uc548 \uc790\ubcf8\uc9c0\ucd9c\ub85c 1,200\uc5b5 \uc704\uc548\uc744 \uc37c\uc73c\uba70, \uc774\ub294 \uc218\ub144\uc5d0 \uac78\uce5c 3,800\uc5b5 \uc704\uc548 \uaddc\ubaa8 \uc778\ud504\ub77c(\ub370\uc774\ud130\uc13c\ud130\u00b7\ub124\ud2b8\uc6cc\ud06c \uac19\uc740 \uae30\ubc18) \uacc4\ud68d \ubc94\uc704 \uc548\uc785\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc **EBITA(\uc774\uc790\u00b7\uc138\uae08\u00b7\ubb34\ud615\uc790\uc0b0 \uc0c1\uac01\ube44 \ub4f1\uc744 \ube7c\uae30 \uc804 \uc601\uc5c5\uc774\uc775\uc73c\ub85c, \ubcf8\uc5c5 \uc218\uc775\uc131\uc744 \ubcf4\ub294 \uc9c0\ud45c)** \ub294 35% \uc99d\uac00\ud574 36\uc5b5 \uc704\uc548\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ube60\ub978 \ubc30\uc1a1 \uc911\uc2ec\uc758 \u2018\ud035 \ucee4\uba38\uc2a4(\uc8fc\ubb38 \ud6c4 \ub2e8\uc2dc\uac04 \ub0b4 \ubc30\uc1a1\ub418\ub294 \uc989\uc2dc\ubc30\uc1a1 \uc11c\ube44\uc2a4)\u2019 \ub9e4\ucd9c\uc740 60% \ub298\uc5c8\uace0(\uc774\uc804 12% \uc131\uc7a5), \uc911\uad6d \uc804\uc790\uc0c1\uac70\ub798 \ub9e4\ucd9c\uc740 16% \uc99d\uac00\ud574 1,326\uc5b5 \uc704\uc548\uc774\uc5c8\uc2b5\ub2c8\ub2e4.\n\n\uc54c\ub9ac\ubc14\ubc14\ub294 2026\/02\/24 \uac1c\uc7a5 \uc804(\ud504\ub9ac\ub9c8\ucf13) \uc2e4\uc801\uc744 \ubc1c\ud45c\ud569\ub2c8\ub2e4. **EPS(\uc8fc\ub2f9\uc21c\uc774\uc775: \ud55c \uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775)** \ucd94\uc815\uce58\ub294 1.58\ub2ec\ub7ec, \ub9e4\ucd9c \ucd94\uc815\uce58\ub294 41.90\uc785\ub2c8\ub2e4. \uc8fc\uac00\ub294 2026\ub144\uc5d0 \uc57d 5% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \ud648\ub514\ud3ec\ub294 2026\/02\/24 \uac1c\uc7a5 \uc804 \ubc1c\ud45c \uc608\uc815\uc774\uba70, EPS \ucd94\uc815\uce58 2.53\ub2ec\ub7ec, \ub9e4\ucd9c \ucd94\uc815\uce58 380.3\uc5b5 \ub2ec\ub7ec(38.03B)\uc774\uace0, \uc8fc\uac00\ub294 2026\ub144\uc5d0 \uc57d 10% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.\n\n\ud648\ub514\ud3ec\uc758 3\ubd84\uae30 \uc870\uc815 EPS\ub294 3.74\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 3.84\ub2ec\ub7ec\uc5d0 \ubabb \ubbf8\ucce4\uace0, \ub9e4\ucd9c\uc740 413.5\uc5b5 \ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 411.0\uc5b5 \ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\uc2b5\ub2c8\ub2e4. \uc5f0\uac04 \ub9e4\ucd9c\uc740 \uc57d 3% \uc99d\uac00, **\ube44\uad50 \uac00\ub2a5 \ub9e4\ucd9c(\uae30\uc874 \uc810\ud3ec \uae30\uc900 \ub9e4\ucd9c, \uc2e0\uaddc \uc810\ud3ec \ud6a8\uacfc\ub97c \ube7c\uace0 \uae30\uc874 \ub9e4\uc7a5\uc758 \uc131\uc7a5\ub9cc \ubcf4\ub294 \uc9c0\ud45c)** \uc740 \uc18c\ud3ed \ud50c\ub7ec\uc2a4, \uc870\uc815 EPS\ub294 \uc57d 5% \uac10\uc18c\ub85c \uc548\ub0b4\ud588\uc2b5\ub2c8\ub2e4. \uc628\ub77c\uc778 \ub9e4\ucd9c\uc740 11% \uc99d\uac00\ud588\uace0, \uace0\uac00 \ud504\ub85c\uc81d\ud2b8(\ud070 \uae08\uc561\uc774 \ub4dc\ub294 \uacf5\uc0ac\u00b7\ub9ac\ubaa8\ub378\ub9c1)\ub294 2.3% \ub298\uc5c8\uc2b5\ub2c8\ub2e4.\n\n\uc5d4\ube44\ub514\uc544\uc758 \ud68c\uacc4\uc5f0\ub3c4 3\ubd84\uae30 \ub9e4\ucd9c\uc740 570.1\uc5b5 \ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 549.2\uc5b5 \ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\uace0, \uc870\uc815 EPS\ub294 1.30\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 1.25\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4. \uc21c\uc774\uc775\uc740 65% \uc99d\uac00\ud574 319.1\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 512\uc5b5 \ub2ec\ub7ec\uc600\uace0, \uc774 \uc911 430\uc5b5 \ub2ec\ub7ec\ub294 **GPU \ucef4\ud4e8\ud2b8(GPU: \ubcd1\ub82c \uacc4\uc0b0\uc5d0 \uac15\ud55c \uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58\ub85c AI \ud559\uc2b5\u00b7\ucd94\ub860\uc5d0 \ud575\uc2ec\uc778 \uce69)** \uc5d0\uc11c \ub098\uc654\uc2b5\ub2c8\ub2e4.\n\n\uc5d4\ube44\ub514\uc544\ub294 2026\/02\/25 \uc7a5 \ub9c8\uac10 \ud6c4(\ud3ec\uc2a4\ud2b8\ub9c8\ucf13) \ubc1c\ud45c \uc608\uc815\uc774\uba70, EPS \ucd94\uc815\uce58 1.53\ub2ec\ub7ec, \ub9e4\ucd9c \ucd94\uc815\uce58 656.9\uc5b5 \ub2ec\ub7ec(65.69B)\uc785\ub2c8\ub2e4. \uc8fc\uac00\ub294 2026\ub144\uc5d0 \uc57d 2% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc138\uc77c\uc988\ud3ec\uc2a4\ub294 2026\/02\/25 \uc7a5 \ub9c8\uac10 \ud6c4 \ubc1c\ud45c \uc608\uc815\uc774\uba70, EPS \ucd94\uc815\uce58 3.05\ub2ec\ub7ec, \ub9e4\ucd9c \ucd94\uc815\uce58 111.8\uc5b5 \ub2ec\ub7ec(11.18B)\uc774\uace0, \uc8fc\uac00\ub294 2026\ub144\uc5d0 \uc57d 30% \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4.\n\n<h3>\uc138\uc77c\uc988\ud3ec\uc2a4\uc640 \uc5d4\ube44\ub514\uc544 \uccb4\ud06c \ud3ec\uc778\ud2b8<\/h3>\n\uc138\uc77c\uc988\ud3ec\uc2a4\ub294 \uc870\uc815 EPS 3.25\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 2.86\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uc558\uace0, \ub9e4\ucd9c\uc740 102.6\uc5b5 \ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 102.7\uc5b5 \ub2ec\ub7ec\uc640 \uac70\uc758 \uac19\uc558\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 8.6% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc21c\uc774\uc775\uc740 15.3\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 20.9\uc5b5 \ub2ec\ub7ec\ub85c \ub298\uc5c8\ub294\ub370, \uc5ec\uae30\uc5d0\ub294 2.63\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 **\ud22c\uc790\uc774\uc775(\ubcf4\uc720 \ud22c\uc790\uc790\uc0b0\uc5d0\uc11c \ubc1c\uc0dd\ud55c \uc774\uc775)** \uc774 \ud3ec\ud568\ub410\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc5d0\uc774\uc804\ud2b8\ud3ec\uc2a4(Agentforce)\ub294 5\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uacbc\uace0, \uc778\ud3ec\ub9e4\ud2f0\uce74(Informatica)\ub294 \ud68c\uacc4\uc5f0\ub3c4 4\ubd84\uae30 \ub9e4\ucd9c \uc131\uc7a5\ub960\uc5d0 \uc57d 3%\ud3ec\uc778\ud2b8\ub97c \ub354\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.  \n\n<b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">VT Markets \uc2e4\uacc4\uc88c \ub9cc\ub4e4\uae30<\/a>\u00a0\ubc0f\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">\uc9c0\uae08 \uac70\ub798 \uc2dc\uc791\ud558\uae30<\/a>\u00a0<\/b>\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>\uc774\ubc88 \uc8fc \uc2e4\uc801 \u2018\ube454\u2019\uac00 \uc2dc\uc7a5\uc744 \ud754\ub4e0\ub2e4: \uc54c\ub9ac\ubc14\ubc14\u00b7\ud648\ub514\ud3ec\u00b7\uc5d4\ube44\ub514\uc544\u00b7\uc138\uc77c\uc988\ud3ec\uc2a4. \ud575\uc2ec\uc740 \uac00\uc774\ub358\uc2a4, AI\u00b7\ud074\ub77c\uc6b0\ub4dc \uc218\uc694, CAPEX, \ub9c8\uc9c4 \uc555\ubc15. \uc635\uc158 \ubcc0\ub3d9\uc131 \ud655\ub300 \uc18d \uc2a4\ud2b8\ub798\ub4e4\u00b7\uc2a4\ud504\ub808\ub4dc \uc804\ub7b5 \uc8fc\ubaa9. &#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-38900","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\/38900","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\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=38900"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38900\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38900"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}