{"id":39024,"date":"2026-02-24T21:33:59","date_gmt":"2026-02-24T21:33:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9b%94%ea%b0%80-%ec%a3%bc%ec%8b%9d%ec%9d%b4-%eb%b0%98%eb%93%b1%ed%95%98%eb%a9%b0-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-49000%ec%84%a0-%eb%8f%8c%ed%8c%8c-amd-%eb%a9%94%ed%83%80-%ed%95%a9\/"},"modified":"2026-02-24T21:33:59","modified_gmt":"2026-02-24T21:33:59","slug":"%ec%9b%94%ea%b0%80-%ec%a3%bc%ec%8b%9d%ec%9d%b4-%eb%b0%98%eb%93%b1%ed%95%98%eb%a9%b0-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-49000%ec%84%a0-%eb%8f%8c%ed%8c%8c-amd-%eb%a9%94%ed%83%80-%ed%95%a9","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9b%94%ea%b0%80-%ec%a3%bc%ec%8b%9d%ec%9d%b4-%eb%b0%98%eb%93%b1%ed%95%98%eb%a9%b0-%eb%8b%a4%ec%9a%b0%ec%a7%80%ec%88%98-49000%ec%84%a0-%eb%8f%8c%ed%8c%8c-amd-%eb%a9%94%ed%83%80-%ed%95%a9\/","title":{"rendered":"\uc6d4\uac00 \uc8fc\uc2dd\uc774 \ubc18\ub4f1\ud558\uba70 \ub2e4\uc6b0\uc9c0\uc218 49,000\uc120 \ub3cc\ud30c\u2026 AMD-\uba54\ud0c0 \ud569\uc758\ub85c \ubc18\ub3c4\uccb4 \ubc0f \uc8fc\uc694 \uc9c0\uc218 \uc0c1\uc2b9"},"content":{"rendered":"\ubbf8\uad6d \uc8fc\uc2dd\uc740 \uc6d4\uc694\uc77c\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uc8fc\ub3c4 \ub9e4\ub3c4\uc138(\ud22c\uc790\uc790\ub4e4\uc774 \ud55c\uaebc\ubc88\uc5d0 \uc8fc\uc2dd\uc744 \ud30c\ub294 \uc6c0\uc9c1\uc784) \uc774\ud6c4 \ud654\uc694\uc77c\uc5d0 \uc0c1\uc2b9\ud588\ub2e4. \ub2e4\uc6b0\uc9c0\uc218\ub294 \uc57d 425\ud3ec\uc778\ud2b8(0.85%) \uc62c\ub77c 49,000\uc120\uc744 \ub2e4\uc2dc \ud68c\ubcf5\ud588\uace0, S&P 500\uc740 \uc57d 0.6%, \ub098\uc2a4\ub2e5\uc740 \uc57d 0.9% \uc0c1\uc2b9\ud588\ub2e4.\n\n\uc6d4\uc694\uc77c\uc5d0\ub294 AI\uac00 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc640 \ucee8\uc124\ud305(\uae30\uc5c5\uc5d0 \uc870\uc5b8\u00b7\uc9c0\uc6d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc5c5\uc885)\uc744 \ubc14\uafd4\ub193\uc744 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uc640 \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ubd99\ub294 \uc138\uae08) \ubd88\ud655\uc2e4\uc131 \ub54c\ubb38\uc5d0 \ub2e4\uc6b0\uc9c0\uc218\uac00 822\ud3ec\uc778\ud2b8 \ud558\ub77d\ud588\ub2e4. \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc740 \ubb34\uc5ed\ubc95(Trade Act) 122\uc870(\ud2b9\uc815 \uc0c1\ud669\uc5d0\uc11c \uad00\uc138\ub97c \uc801\uc6a9\ud560 \uc218 \uc788\uac8c \ud558\ub294 \uaddc\uc815)\uc5d0 \ub530\ub77c \uc804 \uc138\uacc4 \uad00\uc138\ub97c 15%\ub85c \uc62c\ub838\ub2e4.\n\n

AI \uc8fc\ub3c4 \ubc18\ub4f1<\/h3>\nAMD \uc8fc\uac00\ub294 \uba54\ud0c0(Meta)\uc640\uc758 \ub2e4\ub144(\uc5ec\ub7ec \ud574\uc5d0 \uac78\uce5c) \uacc4\uc57d \uc18c\uc2dd \uc774\ud6c4 \uc57d 8% \uae09\ub4f1\ud588\ub2e4. \uba54\ud0c0\ub294 \uc790\uc0ac AI \ub370\uc774\ud130 \uc13c\ud130(\ub300\uaddc\ubaa8 \uc11c\ubc84 \uc2dc\uc124)\uc5d0 \ucd5c\ub300 6\uae30\uac00\uc640\ud2b8(GW, \ubc1c\uc804\u00b7\uc18c\ube44 \uc804\ub825\uc758 \ub2e8\uc704) \uaddc\ubaa8\uc758 AMD \uc778\uc2a4\ud305\ud2b8(Instinct) GPU(\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58, AI \uacc4\uc0b0\uc5d0 \ub9ce\uc774 \uc4f0\ub294 \uce69)\ub97c \ubc30\uce58\ud560 \uacc4\ud68d\uc774\ub2e4. MI450 \uae30\ubc18(\ud574\ub2f9 \uc124\uacc4\ub97c \ubc14\ud0d5\uc73c\ub85c \ub9cc\ub4e0) \ub9de\ucda4\ud615 GPU \ucd9c\ud558\ub294 2026\ub144 \ud558\ubc18\uae30\uc5d0 \uc2dc\uc791\ub420 \uc608\uc815\uc774\ub2e4.\n\nAMD\ub294 \uba54\ud0c0\uc5d0 \uc131\uacfc \uc5f0\ub3d9 \uc6cc\ub7f0\ud2b8(warrant, \ud2b9\uc815 \uc870\uac74\uc744 \ucda9\uc871\ud558\uba74 \uc815\ud574\uc9c4 \uac00\uaca9\uc73c\ub85c \uc8fc\uc2dd\uc744 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac)\ub97c AMD \uc8fc\uc2dd \ucd5c\ub300 1\uc5b56,000\ub9cc \uc8fc\uae4c\uc9c0 \uc81c\uacf5\ud588\ub2e4. \uc774 \uad8c\ub9ac\ub294 \ucd9c\ud558(\uc81c\ud488\uc744 \uc2e4\uc81c\ub85c \ubcf4\ub0b4\ub294 \uac83) \ubaa9\ud45c\uac00 \ub2ec\uc131\ub420 \ub54c\ub9c8\ub2e4 \ub2e8\uacc4\uc801\uc73c\ub85c \uc801\uc6a9\ub41c\ub2e4. \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \uc218\uc694\uc77c \ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \ub300\uccb4\ub85c \ubcf4\ud569\uc774\uc5c8\ub2e4.\n\n\ud648\ub514\ud3ec(Home Depot)\ub294 4\ubd84\uae30 \uc870\uc815 EPS(\uc8fc\ub2f9\uc21c\uc774\uc775, \uc77c\ud68c\uc131 \uc694\uc778\uc744 \ube80 \uc218\uce58)\uac00 2.72\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58 2.55\ub2ec\ub7ec\ub97c \uc6c3\ub3cc\uace0, \ub9e4\ucd9c\ub3c4 382\uc5b5 \ub2ec\ub7ec\ub85c \uc608\uc0c1 380\uc5b59,000\ub9cc \ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud558\uba74\uc11c \uc57d 3% \uc0c1\uc2b9\ud588\ub2e4. \uae30\uc874\uc810\ud3ec \ub9e4\ucd9c(\ube44\uad50 \uac00\ub2a5\ud55c \ub3d9\uc77c \ub9e4\uc7a5 \uae30\uc900 \ub9e4\ucd9c)\ub3c4 0.4% \ub298\uc5b4, 0.4% \uac10\uc18c \uc608\uc0c1\ubcf4\ub2e4 \uc88b\uc558\ub2e4.\n\n\ud648\ub514\ud3ec\ub294 2026\ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c \uc99d\uac00\uc728\uc744 2.5%~4.5%\ub85c, \uae30\uc874\uc810\ud3ec \ub9e4\ucd9c\uc740 \ubcf4\ud569~2% \uc99d\uac00\ub85c \uc81c\uc2dc\ud588\ub2e4. \uc870\uc815 EPS\ub294 \ubcf4\ud569~4% \uc99d\uac00 \uc804\ub9dd\uc744 \ub0b4\ub1a8\ub2e4. \ub610\ud55c \ubd84\uae30 \ubc30\ub2f9\uae08\uc744 \uc8fc\ub2f9 2.33\ub2ec\ub7ec\ub85c \uc778\uc0c1\ud588\ub2e4.\n\n\ucee8\ud37c\ub7f0\uc2a4\ubcf4\ub4dc \uc18c\ube44\uc790\uc2e0\ub8b0\uc9c0\uc218(Consumer Confidence Index, \uc18c\ube44\uc790\ub4e4\uc774 \uacbd\uae30\uc640 \uac00\uacc4 \uc0c1\ud669\uc744 \uc5b4\ub5bb\uac8c \ubcf4\ub294\uc9c0 \ub098\ud0c0\ub0b4\ub294 \uc9c0\ud45c)\ub294 2\uc6d4\uc5d0 2.2\ud3ec\uc778\ud2b8 \uc0c1\uc2b9\ud55c 91.2\ub97c \uae30\ub85d\ud574 \uc608\uc0c1\uce58 87.0\uc744 \uc6c3\ub3cc\uc558\ub2e4. 1\uc6d4 \uc218\uce58\ub294 84.5\uc5d0\uc11c 89.0\uc73c\ub85c \uc0c1\ud5a5 \uc218\uc815\ub410\ub2e4. \uc774\ub294 \ud654\uc694\uc77c \uc800\ub141 \ud2b8\ub7fc\ud504\uc758 \uad6d\uc815\uc5f0\uc124(State of the Union, \ub300\ud1b5\ub839\uc774 \uc758\ud68c\uc640 \uad6d\ubbfc\uc5d0\uac8c \uad6d\uc815 \ubc29\ud5a5\uc744 \uc124\uba85\ud558\ub294 \uc5f0\uc124) \uc9c1\uc804\uc5d0 \ub098\uc628 \uc218\uce58\ub2e4.\n\nVT Markets \uc2e4\uac70\ub798 \uacc4\uc815 \ub9cc\ub4e4\uae30<\/a>\u00a0\ubc0f\u00a0\uc9c0\uae08 \uac70\ub798 \uc2dc\uc791\ud558\uae30<\/a>\u00a0<\/b>\n\n\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>\n","protected":false},"excerpt":{"rendered":"

AI \ucda9\uaca9 \ud6c4 \ubc18\uc804! \ubbf8 \uc99d\uc2dc\ub294 \ubc18\ub4f1: \ub2e4\uc6b0\u00b7S&P\u00b7\ub098\uc2a4\ub2e5 \uc0c1\uc2b9. AMD-\uba54\ud0c0 GPU \ucd08\ub300\ud615 \uacc4\uc57d\uc5d0 AMD \uae09\ub4f1, \ud648\ub514\ud3ec \uc2e4\uc801 \ud638\uc870. VIX \uae09\ub4f1\ub77d \uc18d \uad00\uc138 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \ud5e4\uc9d5\u00b7\uc635\uc158 \uc804\ub7b5 \uc8fc\ubaa9. – 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-39024","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\/39024","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=39024"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39024\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}