{"id":39152,"date":"2026-02-26T04:33:24","date_gmt":"2026-02-26T04:33:24","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/nvidia-%ec%a3%bc%ea%b0%80-%ec%96%b4%eb%8b%9d-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ed%9b%84-%eb%b0%98%eb%93%b1-%ed%98%b8%ec%8b%a4\/"},"modified":"2026-02-26T04:33:24","modified_gmt":"2026-02-26T04:33:24","slug":"nvidia-%ec%a3%bc%ea%b0%80-%ec%96%b4%eb%8b%9d-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ed%9b%84-%eb%b0%98%eb%93%b1-%ed%98%b8%ec%8b%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/nvidia-%ec%a3%bc%ea%b0%80-%ec%96%b4%eb%8b%9d-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ed%9b%84-%eb%b0%98%eb%93%b1-%ed%98%b8%ec%8b%a4\/","title":{"rendered":"NVIDIA \uc8fc\uac00, \u2018\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\u2019 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \ubc18\ub4f1: \ud638\uc2e4\uc801\uc5d0\ub3c4 NVDA\uac00 \ud558\ub77d\ud55c \uc774\uc720\ub294?"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/03\/NVDA2-1024x573.webp\" alt=\"\" class=\"wp-image-42874\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NVIDIA\ub294 <strong>\ub9e4\ucd9c 681\uc5b53000\ub9cc \ub2ec\ub7ec<\/strong>\ub97c \ubc1c\ud45c\ud588\uc73c\uba70, \uc2dc\uc7a5 \uc608\uc0c1\uce58(662\uc5b51000\ub9cc \ub2ec\ub7ec)\ub97c \uc6c3\ub3cc\uc558\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub370\uc774\ud130\uc13c\ud130(\uc11c\ubc84\u00b7\ud074\ub77c\uc6b0\ub4dc\uc6a9) \ub9e4\ucd9c\uc740 <strong>75% \uc99d\uac00\ud574 623\uc5b5 \ub2ec\ub7ec<\/strong>\uac00 \ub410\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>1\ubd84\uae30(\ub2e4\uc74c \ubd84\uae30) \ub9e4\ucd9c \uc804\ub9dd\uce58 <strong>780\uc5b5 \ub2ec\ub7ec<\/strong>\ub294 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc558\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>NVDA \uc8fc\uac00\ub294 \ucc98\uc74c\uc5d4 3% \uc62c\ub790\uc9c0\ub9cc, \uc2e4\uc801 \ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c(\ud68c\uc0ac \uc124\uba85 \uc804\ud654\ud68c\uc758) \uc911 \ubc29\ud5a5\uc774 \ubc14\ub00c\uc5c8\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc911\uad6d \ub9e4\ucd9c \uad00\ub828 \ubc1c\uc5b8\uc774 \ud22c\uc790 \uc2ec\ub9ac\uc5d0 \ubd80\ub2f4\uc774 \ub410\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA \uc2e4\uc801, \ub610 \uc2dc\uc7a5 \uc608\uc0c1 \uc0c1\ud68c<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/indices\" target=\"_blank\" rel=\"noopener\" title=\"\">NVIDIA(NVDA)<\/a>\ub294 1\uc6d4 \ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ub9e4\ucd9c\uacfc \uc774\uc775 \ubaa8\ub450 \uc6d4\uac00(\ubbf8\uad6d \uc8fc\uc694 \uae08\uc735\uc0ac\uc640 \ud22c\uc790\uae30\uad00) \uc608\uc0c1\uce58\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub9e4\ucd9c(Revenue):<\/strong> 681\uc5b53000\ub9cc \ub2ec\ub7ec(\uc608\uc0c1 662\uc5b51000\ub9cc \ub2ec\ub7ec)<\/li>\n\n\n\n<li><strong>\uc870\uc815 EPS(\uc8fc\ub2f9\uc21c\uc774\uc775, \uc77c\ud68c\uc131 \ube44\uc6a9 \ub4f1\uc744 \ube80 \uae30\uc900):<\/strong> \uc8fc\ub2f9 1.62\ub2ec\ub7ec(\uc608\uc0c1 1.53\ub2ec\ub7ec)<\/li>\n\n\n\n<li><strong>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c(Data Centre Revenue, \uc11c\ubc84\u00b7\ud074\ub77c\uc6b0\ub4dc\uc6a9 \ub9e4\ucd9c):<\/strong> 623\uc5b5 \ub2ec\ub7ec(\uc804\ub144 \ub300\ube44 +75%)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\"><a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> reported its fiscal fourth quarter results after the bell on Wednesday, beating analysts&#39; expectations on the top and bottom lines.<a href=\"https:\/\/t.co\/xomcophKPQ\">https:\/\/t.co\/xomcophKPQ<\/a> <a href=\"https:\/\/t.co\/PyN08VKki9\">pic.twitter.com\/PyN08VKki9<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2026774399047610578?ref_src=twsrc%5Etfw\">February 25, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub610\ud55c \ud68c\uc0ac\ub294 \uc774\ubc88 \ubd84\uae30 \ub9e4\ucd9c\uc744 <strong>780\uc5b5 \ub2ec\ub7ec(\u00b12%)<\/strong>\ub85c \uc81c\uc2dc\ud588\ub294\ub370, \uc774\ub294 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ud3c9\uade0 \uc608\uc0c1\uce58 726\uc5b5 \ub2ec\ub7ec\ubcf4\ub2e4 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc22b\uc790\ub9cc \ubcf4\uba74, AI(\uc778\uacf5\uc9c0\ub2a5) \uce69(\ubc18\ub3c4\uccb4) \uc120\ub3c4 \uae30\uc5c5\ub2f5\uac8c \ub9e4\uc6b0 \uac15\ud55c \ubd84\uae30\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc2e4\uc801 \ubc1c\ud45c \ub4a4, \uc65c \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ubc29\ud5a5\uc744 \ubc14\uafe8\ub098?<\/h2>\n\n\n\n<p>\uc2e4\uc801\uc774 \uc88b\uc558\ub294\ub370\ub3c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c \uc8fc\uac00\ub294 \uc0c1\uc2b9\ubd84\uc744 \ubc18\ub0a9\ud588\uc2b5\ub2c8\ub2e4. \uc8fc\uac00\ub294 \ud55c\ub54c 3% \uc774\uc0c1 \uc62c\ub790\uc9c0\ub9cc, \uc560\ub110\ub9ac\uc2a4\ud2b8 \ucf5c(\uc9c8\uc758\uc751\ub2f5 \uc804\ud654\ud68c\uc758) \uc911 \ud558\ub77d\ud588\uace0 \uc774\ud6c4 \uc548\uc815\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ubc18\uc751\uc774 \uc57d\ud588\ub358 \uc774\uc720\ub85c\ub294 \ub2e4\uc74c\uc774 \uac70\ub860\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>\uc911\uad6d \ub9e4\ucd9c \uc6b0\ub824<\/strong><\/li>\n<\/ol>\n\n\n\n<p>NVIDIA CFO(\ucd5c\uace0\uc7ac\ubb34\ucc45\uc784\uc790) \ucf5c\ub808\ud2b8 \ud06c\ub808\uc2a4\ub294 H200 \uce69(\uace0\uc131\ub2a5 AI \uc11c\ubc84\uc6a9 \ubc18\ub3c4\uccb4)\uc774 \uc544\uc9c1 \uc911\uad6d\uc5d0\uc11c \ub9e4\ucd9c\uc744 \ub0b4\uc9c0 \ubabb\ud588\ub2e4\uace0 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \ubbf8\uad6d\uacfc \uc911\uad6d \uaddc\uc81c\uae30\uad00(\uc815\ubd80\uc758 \uc2b9\uc778\u00b7\uaddc\uc81c \ub2f4\ub2f9 \uae30\uad00)\uacfc \ud611\ub825\ud574 \uc2b9\uc778\uc744 \ucd94\uc9c4 \uc911\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world\u2019s largest semiconductor market <a href=\"https:\/\/t.co\/oeDhV17Vos\">https:\/\/t.co\/oeDhV17Vos<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2026843361932435826?ref_src=twsrc%5Etfw\">February 26, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub610\ud55c \uc5d4\ube44\ub514\uc544\ub294 \ub2e4\uc74c\uc744 \ubd84\uba85\ud788 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>4\ubd84\uae30 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc5d0\ub294 \uc911\uad6d \ud310\ub9e4\uac00 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>1\ubd84\uae30 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uc804\ub9dd\uce58)\uc5d0\ub3c4 \uc911\uad6d\uc740 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc77c\ubd80 \ud22c\uc790\uc790\ub294 \uc774\ub97c \uc7a5\uae30 \uc131\uc7a5\uc5d0 \uac78\ub9bc\ub3cc\uc774 \ub420 \uc218 \uc788\ub294 \uc2e0\ud638\ub85c \ubc1b\uc544\ub4e4\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>\uacbd\uc601\uc9c4 \uba54\uc2dc\uc9c0 \ubcc0\ud654<\/strong><\/li>\n<\/ol>\n\n\n\n<p>\ub525\uc6cc\ud130 \ub9e4\ub2c8\uc9c0\uba3c\ud2b8\uc758 \uc9c4 \uba3c\uc2a4\ud130\ub294 <a href=\"https:\/\/t.co\/xomcophKPQ\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc820\uc2a8 \ud669 CEO(\ucd5c\uace0\uacbd\uc601\uc790)<\/a>\uac00 \ud3c9\uc18c\ucc98\ub7fc \uac15\ud558\uac8c \ub099\uad00\uc801\uc778 \ub9d0(\uac15\ud55c \u2018\uc0c1\uc2b9\u2019 \uba54\uc2dc\uc9c0)\uc744 \ud558\uae30\ubcf4\ub2e4, \uc55e\uc73c\ub85c\uc758 \uae30\ub300\uac10\ubcf4\ub2e4 \ub370\uc774\ud130(\uc218\uce58) \uc124\uba85\uc5d0 \ub354 \uc9d1\uc911\ud588\ub2e4\uace0 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub7f0 \ud1a4 \ubcc0\ud654\ub294 \uc131\uc7a5 \uc18d\ub3c4\uac00 \uc815\uc0c1 \uc218\uc900\uc73c\ub85c \ub3cc\uc544\uac08 \uc218 \uc788\ub2e4\ub294 \uac71\uc815\uc744 \ub9cc\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>\ub108\ubb34 \ub192\uc544\uc9c4 \uae30\ub300<\/strong><\/li>\n<\/ol>\n\n\n\n<p>NVIDIA \uc8fc\uac00\ub294 \uc2e4\uc801 \ubc1c\ud45c \uc804 4\uac70\ub798\uc77c \ub3d9\uc548 \uc57d 4.6% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uae30\ub300\uac00 \ub9e4\uc6b0 \ub192\uc558\uae30 \ub54c\ubb38\uc5d0, \uc2e4\uc801\uc774 \uc88b\uc544\ub3c4 \uc8fc\uac00\uac00 \ucd94\uac00\ub85c \ud06c\uac8c \uc624\ub974\uae30\uc5d4 \ubd80\uc871\ud588\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA \uc8fc\uac00 \uae30\uc220\uc801 \ubd84\uc11d<\/h2>\n\n\n\n<p>NVIDIA \uc8fc\uac00\ub294 \ud604\uc7ac <strong>197.13\ub2ec\ub7ec(+2.07%)<\/strong>\ub85c, \ub2e8\uae30 \uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc \uc77c\uc815 \uae30\uac04\uc758 \ud3c9\uade0 \uac00\uaca9\uc744 \uc120\uc73c\ub85c \ud45c\uc2dc\ud55c \uac83) \uc704\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MA5(5\uc77c \uc774\ub3d9\ud3c9\uade0): 191.63<\/li>\n\n\n\n<li>MA10(10\uc77c \uc774\ub3d9\ud3c9\uade0): 189.11<\/li>\n\n\n\n<li>MA20(20\uc77c \uc774\ub3d9\ud3c9\uade0): 187.08<\/li>\n\n\n\n<li>MA30(30\uc77c \uc774\ub3d9\ud3c9\uade0): 186.46<\/li>\n<\/ul>\n\n\n\n<p>\uc911\uc694 \uac00\uaca9 \uad6c\uac04(\uae30\uc220\uc801 \uad6c\uac04):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub2f9\uc7a5 \uc800\ud56d\uc120(\uc624\ub974\uae30 \uc5b4\ub824\uc6b4 \uad6c\uac04):<\/strong> 203~212\ub2ec\ub7ec<\/li>\n\n\n\n<li><strong>\ucd5c\uace0\uac00(\uc5ed\ub300 \ucd5c\uace0):<\/strong> 212.10\ub2ec\ub7ec<\/li>\n\n\n\n<li><strong>\uc9c0\uc9c0\uc120(\ubc84\ud2f0\uae30 \uc26c\uc6b4 \uad6c\uac04):<\/strong> 190~187\ub2ec\ub7ec<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/03\/1_image-30-1024x474.jpg\" alt=\"\" class=\"wp-image-42873\"\/><\/figure>\n\n\n\n<p>\uc8fc\uac00\ub294 <strong>11\uc6d4 3\uc77c \uae30\ub85d\ud55c \ucd5c\uace0\uac00\ubcf4\ub2e4 \uc57d 6% \ub0ae\uace0<\/strong>, <strong>\uc5f0\ucd08 \uc774\ud6c4\ub85c\ub294 \uc57d 5% \uc0c1\uc2b9<\/strong>\ud55c \uc0c1\ud0dc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>203\ub2ec\ub7ec\ub97c \uacc4\uc18d \ub118\uc5b4\uc11c\uba74 \ucd5c\uace0\uac00 \uc7ac\uc2dc\ud5d8(\ub2e4\uc2dc \ub3c4\uc804) \uac00\ub2a5\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c 190\ub2ec\ub7ec\ub97c \uc9c0\ud0a4\uc9c0 \ubabb\ud558\uba74 \ubc15\uc2a4\uad8c(\uc77c\uc815 \ubc94\uc704\uc5d0\uc11c \uc624\ub974\ub0b4\ub9bc) \ud750\ub984\uc774 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uac1c\uc778 \ud22c\uc790\uc790 \uc2ec\ub9ac, \ub9e4\uc6b0 \uac15\ud55c \u2018\uc0c1\uc2b9\u2019 \ucabd\uc73c\ub85c<\/h2>\n\n\n\n<p>\uac1c\uc778 \ud22c\uc790\uc790(\ub9ac\ud14c\uc77c \ud22c\uc790\uc790)\ub294 \uc8fc\uac00 \uc6c0\uc9c1\uc784\uc774 \ud06c\uc9c0 \uc54a\uc558\ub294\ub370\ub3c4 \uc2e4\uc801\uc744 \uae0d\uc815\uc801\uc73c\ub85c \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>Stocktwits\uc5d0\uc11c\ub294 \ubd84\uc704\uae30\uac00 \ud558\ub77d \ucabd\uc5d0\uc11c <strong>\u201c\ub9e4\uc6b0 \uac15\ud55c \uc0c1\uc2b9\u201d<\/strong>\uc73c\ub85c \ubc14\ub00c\uc5c8\uace0, \uae00(\uba54\uc2dc\uc9c0) \uc218\ub3c4 \ud06c\uac8c \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uac1c\uc778 \ud2b8\ub808\uc774\ub354\uc758 \uc8fc\uc694 \uad00\uc2ec\uc0ac:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc2e4\uc801\uc774 \uc88b\uc740\ub370\ub3c4 \uc8fc\uac00 \ubc18\uc751\uc774 \uacc4\uc18d \uc57d\ud55c \uc774\uc720\uc5d0 \ub300\ud55c \ud63c\ub780.<\/li>\n\n\n\n<li>\ubcf4\uc720 \ube44\uc911\uc744 \uc904\uc77c\uc9c0(\uc77c\ubd80 \ub9e4\ub3c4\ud560\uc9c0) \ub17c\uc7c1.<\/li>\n\n\n\n<li>\uc911\uad6d \uad00\ub828 \ubc1c\uc5b8\uc774 \uacfc\ud558\uac8c \ud574\uc11d\ub418\uace0 \uc788\ub2e4\ub294 \ub099\uad00.<\/li>\n<\/ul>\n\n\n\n<p>\uae30\uad00 \ud22c\uc790\uc790(\ud070 \uc790\uae08\uc744 \uc6b4\uc6a9\ud558\ub294 \ud22c\uc790\uc790)\uc758 \uc2e0\uc911\ud568\uacfc \uac1c\uc778 \ud22c\uc790\uc790\uc758 \uc5f4\uae30 \ucc28\uc774\ub294 \uc9c0\ucf1c\ubcfc \ub9cc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA \uc804\ub9dd: AI \uc131\uc7a5, \uc815\uc810\uc5d0 \uac00\uae4c\uc6b4\uac00?<\/h2>\n\n\n\n<p>\ud22c\uc790\uc790\ub4e4\uc774 \ubcf4\ub294 \ub354 \ud070 \uc9c8\ubb38\uc740, AI\uac00 \uc774\ub044\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ube60\ub978 \uc131\uc7a5\uc774 \uc9c0\uae08 \uc18d\ub3c4\ub85c \uacc4\uc18d\ub420 \uc218 \uc788\ub290\ub0d0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ub9e4\ucd9c \uc131\uc7a5\uc740 \uac15\ud558\uc9c0\ub9cc, \uc6b0\ub824 \uc694\uc778\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \uc778\ud504\ub77c(\uc11c\ubc84\u00b7\ub370\uc774\ud130\uc13c\ud130) \ud22c\uc790 \uc9c0\ucd9c\uc774 \uacc4\uc18d\ub420\uc9c0.<\/li>\n\n\n\n<li>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790)\uc758 \uc124\ube44\ud22c\uc790(\uc790\ubcf8\uc9c0\ucd9c, Capex) \uc0ac\uc774\ud074(\ub298\uc5c8\ub2e4 \uc904\uc5c8\ub2e4 \ud558\ub294 \ud750\ub984).<\/li>\n\n\n\n<li>\uc911\uad6d \uc218\ucd9c\uacfc \uad00\ub828\ub41c \uaddc\uc81c \ub9ac\uc2a4\ud06c(\uaddc\uc81c\ub85c \uc778\ud55c \uc704\ud5d8).<\/li>\n\n\n\n<li>\uc7a5\uae30\uc801\uc778 \uc218\uc775\uc131(\ub9c8\uc9c4, \uc81c\ud488\uc744 \ud314\uc544 \ub0a8\ub294 \ube44\uc728) \uc555\ubc15.<\/li>\n<\/ul>\n\n\n\n<p>\ud604\uc7ac \ud68c\uc0ac\uc758 \uae30\ucd08 \uccb4\ub825(\ud380\ub354\uba58\ud138, \uc0ac\uc5c5\u00b7\uc2e4\uc801\uc758 \uae30\ubcf8 \uc0c1\ud0dc)\uc740 \ud0c4\ud0c4\ud569\ub2c8\ub2e4. \ub2e4\ub9cc \uc8fc\uac00\uac00 \ud3c9\uac00\ubc1b\ub294 \uc218\uc900(\ubc38\ub958\uc5d0\uc774\uc158, \uac00\uaca9\uc774 \ube44\uc2fc\uc9c0 \uc2fc\uc9c0)\uacfc \uc2dc\uc7a5 \uae30\ub300\ub294 \uc5ec\uc804\ud788 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA \uc8fc\uac00 \uc804\ub9dd: \ub2e4\uc74c \ubcc0\uc218\ub294?<\/h2>\n\n\n\n<p>\ub2e8\uae30\uc801\uc73c\ub85c \uc8fc\uac00 \ubc29\ud5a5\uc740 \ub2e4\uc74c\uc5d0 \ub2ec\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc804\uccb4 \uc2dc\uc7a5\uc758 \uc704\ud5d8 \uc120\ud638(\uc704\ud5d8\uc790\uc0b0\uc744 \uc0ac\ub824\ub294 \ubd84\uc704\uae30).<\/li>\n\n\n\n<li>AI \uc124\ube44\ud22c\uc790(\uc790\ubcf8\uc9c0\ucd9c) \ud750\ub984.<\/li>\n\n\n\n<li>\uc911\uad6d \uad00\ub828 \uaddc\uc81c\uc758 \uba85\ud655\uc131(\uc2b9\uc778\u00b7\uc81c\ud55c\uc774 \uc5b4\ub5bb\uac8c \ub420\uc9c0).<\/li>\n\n\n\n<li>203\ub2ec\ub7ec \uc704\ub85c\uc758 \uae30\uc220\uc801 \ub3cc\ud30c(\uc758\ubbf8 \uc788\ub294 \uc0c1\uc2b9 \uc2e0\ud638).<\/li>\n<\/ul>\n\n\n\n<p>AI \uc218\uc694\uac00 \ub354 \ube68\ub77c\uc9c0\uace0 \uc911\uad6d \uc2b9\uc778\ub3c4 \uc9c4\uc804\ub418\uba74 \uc0c1\uc2b9 \ud750\ub984\uc774 \ub2e4\uc2dc \uac15\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c \uc131\uc7a5 \uae30\ub300\uac00 \ub0ae\uc544\uc9c0\uba74, \uc2e4\uc801\uc774 \uc88b\uc544\ub3c4 \uc8fc\uac00\ub294 \uc77c\uc815 \ubc94\uc704\uc5d0 \uba38\ubb3c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38(FAQs)<\/h2>\n\n\n\n<p><strong>1. \uc88b\uc740 \uc2e4\uc801\uc5d0\ub3c4 NVIDIA \uc8fc\uac00\uac00 \uc65c \ub5a8\uc5b4\uc84c\ub098\uc694?<\/strong><br>NVIDIA \uc8fc\uac00\ub294 \uc2e4\uc801 \uc22b\uc790 \uc790\uccb4\ubcf4\ub2e4 \uacbd\uc601\uc9c4\uc758 \uc124\uba85\uc5d0 \uc2dc\uc7a5\uc774 \ub354 \ubc18\uc751\ud588\uc2b5\ub2c8\ub2e4. H200 \uce69\uc758 \uc911\uad6d \ub9e4\ucd9c\uc774 \uc544\uc9c1 \uc5c6\ub2e4\ub294 \uc810, AI\uc758 \uc7a5\uae30 \uc131\uc7a5 \uc18d\ub3c4\uac00 \uc644\ub9cc\ud574\uc9c8 \uc218 \uc788\ub2e4\ub294 \uac71\uc815\uc774 \ub098\uc654\uc2b5\ub2c8\ub2e4. \uc2e4\uc801 \ubc1c\ud45c \uc804\ubd80\ud130 \uae30\ub300\uac00 \ub108\ubb34 \ub192\uc558\ub358 \uc810\ub3c4 \uc8fc\uac00 \ubc18\uc751\uc744 \uc57d\ud558\uac8c \ub9cc\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>2. Nvidia\ub294 \uc2e4\uc801 \uc608\uc0c1\uce58\ub97c \ub118\uc5c8\ub098\uc694?<\/strong><br>\ub124. NVIDIA\ub294 \ub9e4\ucd9c 681\uc5b53000\ub9cc \ub2ec\ub7ec(\uc608\uc0c1 662\uc5b51000\ub9cc \ub2ec\ub7ec), \uc870\uc815 EPS 1.62\ub2ec\ub7ec(\uc608\uc0c1 1.53\ub2ec\ub7ec)\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 75% \uc99d\uac00\ud574 623\uc5b5 \ub2ec\ub7ec\ub85c \ub298\uc5c8\uace0, \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \uac15\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>3. \ub2e4\uc74c \ubd84\uae30 \ub9e4\ucd9c \uc804\ub9dd\uc740 \uc5bc\ub9c8\uc778\uac00\uc694?<\/strong><br>NVIDIA\ub294 \uc774\ubc88 \ubd84\uae30 \ub9e4\ucd9c\uc744 780\uc5b5 \ub2ec\ub7ec(\u00b12%)\ub85c \uc81c\uc2dc\ud588\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \uc608\uc0c1\uce58 726\uc5b5 \ub2ec\ub7ec\ub97c \uc6c3\ub3d5\ub2c8\ub2e4. \ub2e4\ub9cc \uc774 \uc804\ub9dd\uc5d0\ub294 \uc911\uad6d\uc5d0\uc11c\uc758 \uc7a0\uc7ac \ub9e4\ucd9c\uc774 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>4. \ud22c\uc790\uc790\ub4e4\uc774 Nvidia\uc758 \uc911\uad6d \ud310\ub9e4\ub97c \uc65c \uac71\uc815\ud558\ub098\uc694?<\/strong><br>NVIDIA\ub294 H200 \uce69\uc774 \uc911\uad6d\uc5d0\uc11c \uc544\uc9c1 \ub9e4\ucd9c\uc744 \ub0b4\uc9c0 \ubabb\ud588\uc73c\uba70, \ubbf8\uad6d\uacfc \uc911\uad6d \uaddc\uc81c\uae30\uad00\uc758 \uc2b9\uc778\uc744 \ucd94\uc9c4 \uc911\uc774\ub77c\uace0 \ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0\uc11c \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud574 \uc654\uae30 \ub54c\ubb38\uc5d0, \uaddc\uc81c\ub85c \ud310\ub9e4\uac00 \uc81c\ud55c\ub418\uba74 \uc55e\uc73c\ub85c\uc758 \uc131\uc7a5\uc774 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>5. Nvidia \uc8fc\uac00\ub294 \uc544\uc9c1 \uc0c1\uc2b9 \ud750\ub984\uc778\uac00\uc694?<\/strong><br>\uae30\uc220\uc801\uc73c\ub85c(\ucc28\ud2b8 \uae30\uc900\uc73c\ub85c) Nvidia\ub294 \ub2e8\uae30\u00b7\uc911\uae30 \uc774\ub3d9\ud3c9\uade0\uc120 \uc704\uc5d0 \uc788\uace0 197\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \ucd5c\uace0\uac00 212.10\ub2ec\ub7ec\ubcf4\ub2e4\ub294 \ub0ae\uc2b5\ub2c8\ub2e4. 203\ub2ec\ub7ec\ub97c \uacc4\uc18d \ub118\uc5b4\uc11c\uba74 \uc0c1\uc2b9 \ud750\ub984\uc774 \ub2e4\uc2dc \uac15\ud574\uc84c\ub2e4\ub294 \uc2e0\ud638\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>6. Nvidia\ub294 \uc5ec\uc804\ud788 AI \uc218\uc694\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\ub098\uc694?<\/strong><br>\ub124. AI \uc778\ud504\ub77c \uc218\uc694\uc640 \uc5f0\uacb0\ub41c \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 75% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec)\uc640 \uae30\uc5c5\ub4e4\uc774 AI\uc5d0 \ud22c\uc790\ud558\uba74\uc11c \ud68c\uc0ac\uc5d0 \ub3c4\uc6c0\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>7. Nvidia\ub294 \uc2e4\uc801\uc774 \uc88b\uc544\ub3c4 \uc65c \uc8fc\uac00\uac00 \uc790\uc8fc \uc57d\ud574\uc9c0\ub098\uc694?<\/strong><br>NVIDIA\ub294 \uc2dc\uc7a5 \uae30\ub300\uac00 \ub9e4\uc6b0 \ub192\uc544, \uc2e4\uc801\uc774 \uc88b\uc544\ub3c4 \uc8fc\uac00\uac00 \ubc14\ub85c \uc624\ub974\uc9c0 \uc54a\uac70\ub098 \ubcc0\ub3d9\uc774 \ucee4\uc9c8 \ub54c\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 \u201c\uc644\ubcbd\ud55c \uacb0\uacfc\u201d\ub97c \uc774\ubbf8 \uc8fc\uac00\uc5d0 \ubc18\uc601\ud574 \ub450\uba74, \uc88b\uc740 \uc2e4\uc801\ub3c4 \ucd94\uac00 \uc0c1\uc2b9\uc73c\ub85c \ubc14\ub85c \uc774\uc5b4\uc9c0\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n\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>\ub610 \ud55c \ubc88 \u2018\uae5c\uc9dd \uc2e4\uc801\u2019\uc5d0\ub3c4 \uc8fc\uac00\ub294 \uc65c \uaebe\uc600\uc744\uae4c? \uc5d4\ube44\ub514\uc544 \ub9e4\ucd9c 681\uc5b5\ub2ec\ub7ec\ub85c \uc608\uc0c1 \uc0c1\ud68c, \ub370\uc774\ud130\uc13c\ud130 75% \uae09\uc99d. Q1 \uac00\uc774\ub358\uc2a4 780\uc5b5\ub2ec\ub7ec \uc81c\uc2dc\ud588\uc9c0\ub9cc \uc911\uad6d \ub9e4\ucd9c \ubd88\ud655\uc2e4\uc131\uacfc \ub192\uc544\uc9c4 \uae30\ub300\uac00 \ubd80\ub2f4. &#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":[2],"tags":[],"class_list":["post-39152","post","type-post","status-publish","format-standard","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39152","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=39152"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39152\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}