{"id":39115,"date":"2026-02-25T19:33:21","date_gmt":"2026-02-25T19:33:21","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9b%94%ea%b0%80-ai-%eb%aa%a8%eb%a9%98%ed%85%80-%ec%a7%80%ec%86%8d%ea%b3%bc-%ec%a0%84%eb%b0%98%ec%a0%81%ec%9d%b8-%ec%8b%9c%ec%9e%a5-%ec%8b%ac%eb%a6%ac-%ed%98%95%ec%84%b1%ec%97%90-%eb%8c%80%ed%95%9c\/"},"modified":"2026-02-25T19:33:21","modified_gmt":"2026-02-25T19:33:21","slug":"%ec%9b%94%ea%b0%80-ai-%eb%aa%a8%eb%a9%98%ed%85%80-%ec%a7%80%ec%86%8d%ea%b3%bc-%ec%a0%84%eb%b0%98%ec%a0%81%ec%9d%b8-%ec%8b%9c%ec%9e%a5-%ec%8b%ac%eb%a6%ac-%ed%98%95%ec%84%b1%ec%97%90-%eb%8c%80%ed%95%9c","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9b%94%ea%b0%80-ai-%eb%aa%a8%eb%a9%98%ed%85%80-%ec%a7%80%ec%86%8d%ea%b3%bc-%ec%a0%84%eb%b0%98%ec%a0%81%ec%9d%b8-%ec%8b%9c%ec%9e%a5-%ec%8b%ac%eb%a6%ac-%ed%98%95%ec%84%b1%ec%97%90-%eb%8c%80%ed%95%9c\/","title":{"rendered":"\uc6d4\uac00, AI \ubaa8\uba58\ud140 \uc9c0\uc18d\uacfc \uc804\ubc18\uc801\uc778 \uc2dc\uc7a5 \uc2ec\ub9ac \ud615\uc131\uc5d0 \ub300\ud55c \ub2e8\uc11c\ub97c \uc5bb\uae30 \uc704\ud574 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc744 \uc8fc\uc2dc"},"content":{"rendered":"\uc5d4\ube44\ub514\uc544(Nvidia)\ub294 3\ub144 \ub3d9\uc548 AI(\uc778\uacf5\uc9c0\ub2a5) \uc0c1\uc2b9\uc7a5\uc744 \uc774\ub04c\uc5b4 \uc654\uc9c0\ub9cc, 2026\ub144\uc5d0\ub294 \ubbf8\uad6d \uc131\uc7a5\uc8fc(\ubbf8\ub798 \uc131\uc7a5 \uae30\ub300\uac00 \ucee4\uc11c \uac00\uaca9\uc774 \ub192\uc740 \uc8fc\uc2dd)\uac00 \uc57d\ud574\uc84c\ub2e4. \ub098\uc2a4\ub2e5 100(NASDAQ 100: \ubbf8\uad6d \ub300\ud615 \uae30\uc220\u00b7\uc131\uc7a5\uc8fc \uc911\uc2ec \uc9c0\uc218)\uc740 \uc9c0\ub09c \ud55c \ub2ec \ub3d9\uc548 3% \uc774\uc0c1 \ud558\ub77d\ud588\uace0, \uc5f0\ucd08 \uc774\ud6c4 \uae30\uc900\uc73c\ub85c\ub3c4 \ud558\ub77d\ud55c \uc0c1\ud0dc\ub2e4. \n\n\uc804\ub9dd\uce58(\uc2dc\uc7a5 \uc608\uc0c1\uce58)\ub294 \uc5d4\ube44\ub514\uc544 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS: \uc8fc\uc2dd 1\uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc774\ub294 \uc774\uc775)\uc744 \uc57d 1.54\ub2ec\ub7ec\ub85c \ubcf8\ub2e4. \uc774\ub294 \uc804\ub144 \ub300\ube44 70% \uc99d\uac00\ub2e4. \ub9e4\ucd9c\uc740 68% \ub298\uc5b4 661\uc5b52\ucc9c\ub9cc \ub2ec\ub7ec\uac00 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \n\n

\uc2e4\uc801 \ubc1c\ud45c \ubc24\uc744 \uc704\ud55c \uc635\uc158 \uad6c\uc131<\/h3>\nAI \uce69\uacfc \ub370\uc774\ud130 \uc13c\ud130 \uc11c\ubc84(\ub370\uc774\ud130 \uc13c\ud130: \ub300\uaddc\ubaa8 \ucef4\ud4e8\ud130\uac00 \ubaa8\uc778 \uc2dc\uc124, \uc11c\ubc84: \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud130)\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \ub0a8\uc544 \uc788\ub2e4. UBS\ub294 AI \uc9c1\uc811 \uc124\ube44\ud22c\uc790(capex: \uacf5\uc7a5\u00b7\uc7a5\ube44 \ub4f1 \uc7a5\uae30 \ud22c\uc790)\ub97c 2025\ub144 4,230\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ud588\uace0, 2026\ub144\uc5d0\ub294 5,700\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc744 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc77c\ubd80 \uc804\ub9dd\uc740 7,000\uc5b5 \ub2ec\ub7ec\uae4c\uc9c0 \ubcf8\ub2e4. \n\n\uc2dc\uc7a5 \uc5ec\uac74\uc5d0\ub294 \uc774\ub780 \uacf5\uaca9 \uac00\ub2a5\uc131\uacfc \uc5f0\uacb0\ub41c \uc9c0\uc815\ud559\uc801 \uae34\uc7a5, \ubbf8\uad6d \uad00\uc138 \uc7ac\uac1c \uc2dc\ub3c4 \ub4f1\uc774 \ud3ec\ud568\ub41c\ub2e4. \uc9c0\ub09c 11\uc6d4 \uc774\ud6c4 \uc790\uae08\uc740 AI \uad00\ub828 \uc8fc\uc2dd\uc5d0\uc11c \ud544\uc218\uc18c\ube44\uc7ac(\uacbd\uae30\uc640 \uc0c1\uad00\uc5c6\uc774 \uafb8\uc900\ud788 \uc18c\ube44\ub418\ub294 \uc81c\ud488), \uc720\ud2f8\ub9ac\ud2f0(\uc804\uae30\u00b7\uac00\uc2a4\u00b7\uc218\ub3c4 \ub4f1 \uacf5\uacf5\uc11c\ube44\uc2a4), \ud5ec\uc2a4\ucf00\uc5b4(\uc758\ub8cc\u00b7\uc81c\uc57d \ub4f1)\ub85c \uc774\ub3d9\ud588\ub2e4. \n\n\uc2dc\uc7a5\uc740 \uc2e4\uc801 \u2018\uc218\uce58\u2019\ubfd0 \uc544\ub2c8\ub77c \uac00\uc774\ub358\uc2a4(guidance: \ud68c\uc0ac\uac00 \uc81c\uc2dc\ud558\ub294 \ud5a5\ud6c4 \uc2e4\uc801 \uc804\ub9dd)\ub97c \uc911\uc694\ud558\uac8c \ubcf8\ub2e4. \uc6d4\uac00(\ubbf8\uad6d \uae08\uc735\uac00)\ub294 1\ubd84\uae30 \ub9e4\ucd9c\uc744 710\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ud558\uba70, \uc804 \ubd84\uae30 \ub300\ube44 50\uc5b5 \ub2ec\ub7ec \uc99d\uac00\ub2e4. \uc2dc\uc7a5 \ubc18\uc751\uc740 710\uc5b5 \ub2ec\ub7ec \u2018\ucd08\uacfc\u2019\uc640 700\uc5b5 \ub2ec\ub7ec \u2018\ubbf8\ub9cc\u2019\uc5d0\uc11c \ud06c\uac8c \uac08\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \n\n\ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(gross margin: \ub9e4\ucd9c\uc5d0\uc11c \uc81c\ud488 \uc6d0\uac00\ub97c \ube80 \ub4a4 \ub0a8\ub294 \ube44\uc728)\ub3c4 \uad00\uc804 \ud3ec\uc778\ud2b8\ub2e4. 3\ubd84\uae30 \uc218\uce58\ub294 73.6%\uc600\uace0 \ubaa9\ud45c\ub294 70%\ub300 \uc911\ubc18\uc774\ub2e4. \uadf8 \ubc16\uc5d0 \uc778\ud154\uacfc\uc758 PC\uc6a9 \uc2dc\uc2a4\ud15c\uc628\uce69(SoC: \uc5ec\ub7ec \ud575\uc2ec \ubd80\ud488\uc744 \ud55c \uce69\uc5d0 \ubb36\uc740 \ubc18\ub3c4\uccb4) \uc791\uc5c5, \uc911\uad6d \ub9e4\ucd9c, \u2018\ubca0\ub77c \ub8e8\ube48\u2019(Vera Rubin: \uc2e0\uaddc \uc81c\ud488\/\ud50c\ub7ab\ud3fc \uc774\ub984) \uc77c\uc815, \uc624\ud508AI(OpenAI: AI \uc5f0\uad6c\u00b7\uac1c\ubc1c \ud68c\uc0ac) \uad00\ub828 \ud22c\uc790 \uc57d\uc815\uc774 1,000\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 300\uc5b5 \ub2ec\ub7ec\ub85c \uc904\uc5c8\ub2e4\ub294 \uc810\ub3c4 \uac70\ub860\ub41c\ub2e4. \n\n

\ud575\uc2ec \uac00\uaca9 \uad6c\uac04\uacfc \ubd84\uc704\uae30\ub97c \uac00\ub974\ub294 \uc694\uc778<\/h3>\n\uc5b8\uae09\ub41c \uae30\uc220\uc801 \uad6c\uac04(\ucc28\ud2b8\uc0c1 \uac00\uaca9\ub300)\uc5d0\ub294 164~171\ub2ec\ub7ec\uc758 \uc9c0\uc9c0\uc120(support: \ud558\ub77d \uc2dc \ubc84\ud300\ubaa9\uc774 \ub418\ub294 \uac00\uaca9\ub300), 211\ub2ec\ub7ec \ubd80\uadfc\uc758 \uc800\ud56d\uc120(resistance: \uc0c1\uc2b9 \uc2dc \ub9c9\ud788\uae30 \uc26c\uc6b4 \uac00\uaca9\ub300), \uadf8\ub9ac\uace0 \uc7a5\uae30 \uad6c\uac04\uc73c\ub85c 235\ub2ec\ub7ec \ubd80\uadfc\uc774 \ud3ec\ud568\ub41c\ub2e4. \ucc38\uace0 \uc9c0\ud45c\ub85c\ub294 200\uc77c\u00b750\uc77c \ub2e8\uc21c\uc774\ub3d9\ud3c9\uade0\uc120(SMA: \uc77c\uc815 \uae30\uac04 \uac00\uaca9 \ud3c9\uade0\uc744 \ub2e8\uc21c \uacc4\uc0b0\ud55c \uc120)\uc774 \uc5b8\uae09\ub41c\ub2e4.\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":"

\uc624\ub298 \ubc24 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc774 AI \ub7a0\ub9ac\uc758 \uc6b4\uba85\uc744 \uac00\ub978\ub2e4: EPS\u00b7\ub9e4\ucd9c \uae09\uc99d \uc804\ub9dd \uc18d \uad00\uac74\uc740 Q1 \uac00\uc774\ub358\uc2a4 710\uc5b5 \ub2ec\ub7ec. 700\uc5b5 \ud558\ud68c \ub550 \uae09\ub77d, \uc0c1\ud68c \ub550 \ubc18\ub4f1. \uc635\uc158 \ubcc0\ub3d9\uc131 \ucd5c\uace0. – 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-39115","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\/39115","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=39115"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39115\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39115"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39115"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39115"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}