{"id":39232,"date":"2026-02-04T10:54:46","date_gmt":"2026-02-04T10:54:46","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%9d%b8%ec%83%81%ec%a0%81%ec%9d%b8-4%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-%eb%b0%8f-%ec%a0%84%eb%a7%9d%ec%97%90-%ed%9e%98%ec%9e%85%ec%96%b4-%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4-%ed%85%8c%ed%81%ac\/"},"modified":"2026-02-04T10:54:46","modified_gmt":"2026-02-04T10:54:46","slug":"%ec%9d%b8%ec%83%81%ec%a0%81%ec%9d%b8-4%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-%eb%b0%8f-%ec%a0%84%eb%a7%9d%ec%97%90-%ed%9e%98%ec%9e%85%ec%96%b4-%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4-%ed%85%8c%ed%81%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%9d%b8%ec%83%81%ec%a0%81%ec%9d%b8-4%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-%eb%b0%8f-%ec%a0%84%eb%a7%9d%ec%97%90-%ed%9e%98%ec%9e%85%ec%96%b4-%ed%8c%94%eb%9e%80%ed%8b%b0%ec%96%b4-%ed%85%8c%ed%81%ac\/","title":{"rendered":"\uc778\uc0c1\uc801\uc778 4\ubd84\uae30 \uc2e4\uc801 \ubc0f \uc804\ub9dd\uc5d0 \ud798\uc785\uc5b4 \ud314\ub780\ud2f0\uc5b4 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4\uc758 \uc8fc\uac00\uac00 \uac70\ub798 \uc911 7% \uac00\uae4c\uc774 \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4."},"content":{"rendered":"Palantir Technologies\ub294 \uac15\ub825\ud55c 4\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uc8fc\uac00\uac00 \uac70\uc758 +7% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc815\ubd80\uc640 \uae30\uc5c5\ub4e4\uc774 \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\uace0 \uc758\uc0ac \uacb0\uc815\uc744 \ub3c4\uc6b8 \uc218 \uc788\ub294 \uace0\uae09 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud2b9\ud788 \ubc29\uc704 \ubc0f \ud5ec\uc2a4\ucf00\uc5b4 \ubd84\uc57c\uc5d0\uc11c \ub450\uac01\uc744 \ub098\ud0c0\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\nPalantir\uc758 4\ubd84\uae30\ub294 \uc778\uc0c1\uc801\uc778 \uacb0\uacfc\ub97c \ubcf4\uc600\uc73c\uba70, \ub9e4\ucd9c\uc740 14\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub974\ub800\uace0, \uc774\ub294 \uc9c0\ub09c\ud574\ubcf4\ub2e4 70% \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \ubbf8\uad6d \ub9e4\ucd9c\uc774 93% \uc99d\uac00\ud558\uc5ec 10\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc73c\uba70, \uc774\ub294 \ubbf8\uad6d \uc0c1\uc5c5 \ub9e4\ucd9c\uc774 137% \uc0c1\uc2b9\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4. \uc21c\uc774\uc775\uc740 6\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc870\uc815\ub41c \uc8fc\ub2f9 \uc21c\uc774\uc775\uc740 0.25\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58\ub97c \ucd08\uacfc\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uae30\ub85d\uc801\uc778 \uc790\uc720 \ud604\uae08 \ud750\ub984\uc744 \uae30\ub85d\ud558\uc5ec 7\uc5b5 9\ucc9c1\ubc31\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub974\ub800\uc2b5\ub2c8\ub2e4.\n\n2025\ub144\uc5d0\ub294 Palantir\uc758 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 56% \uc99d\uac00\ud558\uc5ec 44\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud588\uc73c\uba70, \uc870\uc815\ub41c \uc8fc\ub2f9 \uc21c\uc774\uc775\uc740 0.75\ub2ec\ub7ec\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\ub294 2026\ub144\uc758 \uac15\ub825\ud55c \uc131\uc7a5\uc744 \uc608\uce21\ud558\uba70, \ub9e4\ucd9c \uc804\ub9dd\uc744 71\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 72\uc5b5 \ub2ec\ub7ec \uc0ac\uc774\ub85c \uc124\uc815\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8 \uc608\uce21\uc744 \ucd08\uacfc\ud558\ub294 \uc218\uce58\uc785\ub2c8\ub2e4. \uc131\uc7a5\uc740 \ubbf8\uad6d \uc0c1\uc5c5 \ub9e4\ucd9c \uc99d\uac00\uc640 AI \ud50c\ub7ab\ud3fc\uc758 \ucc44\ud0dd\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4.\n\nPalantir\uc758 \ud3c9\uac00 \ube44\uc728\uc740 \ud5a5\ud6c4 \uc218\uc775\uc758 142\ubc30, \ud5a5\ud6c4 \ub9e4\ucd9c\uc758 56\ubc30\ub85c \uc5c5\uacc4 \ud3c9\uade0\ubcf4\ub2e4 \ud6e8\uc52c \ub192\uc2b5\ub2c8\ub2e4. \ub192\uc740 \ud3c9\uac00\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 Palantir\uc758 \uae0d\uc815\uc801\uc778 \uc804\ub9dd\uacfc \uc131\uc7a5 \uac00\ub2a5\uc131\uc774 \uc874\uc7ac\ud558\uc9c0\ub9cc, 2026\ub144 \ucd5c\uace0\uc758 \uae30\uc220 \uc8fc\uc2dd\uc73c\ub85c\uc11c\uc758 \uc704\uce58\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc740 \uc5ec\uc804\ud788 \uc874\uc7ac\ud569\ub2c8\ub2e4.\n\nPalantir\uc758 \uc2e4\uc801 \ubcf4\uace0\uc11c \uc774\ud6c4 \uc8fc\uac00\uac00 \ud06c\uac8c \uc0c1\uc2b9\ud558\uba74\uc11c \uc635\uc158 \uac00\uaca9\uc740 \ub9e4\uc6b0 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud3ed\ub4f1\ud55c \ud504\ub9ac\ubbf8\uc5c4 \ub610\ub294 \uc554\uc2dc\uc801 \ubcc0\ub3d9\uc131\uc740 \ub2e8\uae30 \uacc4\uc57d\uc758 \uacbd\uc6b0 85% \uc774\uc0c1\uc73c\ub85c \uae09\uc99d\ud588\uc73c\uba70, \uc774\ub294 2025\ub144 \ub300\ubd80\ubd84 \ub3d9\uc548 \ubcf8 52\uc8fc \ud3c9\uade0 55%\ub97c \ud6e8\uc52c \ucd08\uacfc\ud558\ub294 \uc218\uce58\uc785\ub2c8\ub2e4. \uc6b0\ub9ac\uac00 \uc120\ud0dd\ud558\ub294 \uc804\ub7b5\uc740 \uc774\ub7ec\ud55c \uc635\uc158\uc774 \ub274\uc2a4\uc758 \ud765\ubbf8\uac00 \uc0ac\ub77c\uc9d0\uc5d0 \ub530\ub77c \uac00\uce58\ub97c \uc783\uac8c \ub420 \uac83\uc784\uc744 \uace0\ub824\ud574\uc57c \ud558\uba70, \uc774\ub97c IV \ud06c\ub7ec\uc2dc \ud604\uc0c1\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4.\n\n\ub9e4\uc6b0 \uac15\ub825\ud55c 2026\ub144 \uc804\ub9dd\uc5d0 \ub530\ub77c, \uc9e7\uc740 \uc815\uc9c0 \ud6c4 \uc0c1\uc2b9\uc138\uac00 \uacc4\uc18d\ub420 \uac83\uc73c\ub85c \uae30\ub300\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ube44\uc2fc \ucf5c \uc635\uc158\uc744 \uc0ac\ub294 \ub300\uc2e0 \uac15\uc138 \ucf5c \uc2a4\ud504\ub808\ub4dc\ub97c \uc0ac\uc6a9\ud558\ub294 \uac83\uc774 \ube44\uc6a9\uc744 \uc904\uc774\uace0 \ubcc0\ub3d9\uc131 \uac10\uc18c\uc758 \uc601\ud5a5\uc744 \uc644\ud654\ud558\uba70 \ub354 \ub9ce\uc740 \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc744 \ud3ec\ucc29\ud558\ub294 \ub354 \ud604\uba85\ud55c \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 2025\ub144 3\ubd84\uae30 \uc2e4\uc801 \uc774\ud6c4 \uc720\uc0ac\ud55c \uc0c1\ud669\uc744 \ubcf4\uc558\uc73c\uba70, \uc8fc\uac00\ub294 \ub450 \uc8fc \ub3d9\uc548 \uace0\uc815\ub418\ub2e4\uac00 \ub354 \ub192\uc740 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc774\uba70 \uae0d\uc815\uc801\uc778 \uc804\ub9dd\uc744 \uc720\uc9c0\ud55c \ud22c\uc790\uc790\uc5d0\uac8c \ubcf4\uc0c1\uc744 \uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.\n\n\uadf8\ub7ec\ub098 \uc6b0\ub9ac\ub294 \uc8fc\uc2dd\uc758 \ub9e4\uc6b0 \ub192\uc740 \ud3c9\uac00\ub97c \ubb34\uc2dc\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \uc774 \ud3c9\uac00\ub294 \uc55e\uc73c\ub85c\uc758 \uc218\uc775\uc758 142\ubc30\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc774 \uc218\uc900\uc740 Nvidia\uc640 \uac19\uc740 \ub3d9\uc885 \uc5c5\uacc4\ubcf4\ub2e4 \ud6e8\uc52c \ub192\uc740 \uc218\uce58\ub85c, \uc774\uc775\uc744 \uc2e4\ud604\ud558\ub824\ub294 \ud22c\uc790\uc790\ub4e4\uc774 \ub4e4\uc5b4\uc124 \uacbd\uc6b0 \uc8fc\uc2dd\uc774 \uc870\uc815\ub420 \uc218 \uc788\ub294 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uc5f0\ubc29\uc900\ube44\uc81c\ub3c4\uac00 \uc548\uc815\uc801\uc778 \uae08\ub9ac\ub97c \uc2e0\ud638\ud558\uba74\uc11c \ucd5c\uc0c1\uc704 \uc131\uc7a5\uc8fc\uc5d0 \ub300\ud55c \uc5f4\uae30\uac00 \uc81c\ud55c\ub420 \uc218 \uc788\uc73c\ubbc0\ub85c, \uc57d\uc138 \ucf5c \uc2a4\ud504\ub808\ub4dc\uc640 \uac19\uc740 \uc804\ub7b5\uc744 \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud310\ub9e4\ud558\ub294 \uac83\uc774 \ud604\uba85\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc791\ub144\ubd80\ud130 \ud070 \ud3ec\uc9c0\uc158\uc744 \ubcf4\uc720\ud558\uace0 \uc788\ub294 \uac70\ub798\uc790\uc5d0\uac8c\ub294 50%\uc758 \uc218\uc775\uc774 \uc911\uc694\ud558\uba70 \uc774\ub97c \ubcf4\ud638\ud560 \uac00\uce58\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uae09\uaca9\ud55c \ud558\ub77d\uc5d0 \ub300\ube44\ud558\uae30 \uc704\ud574 \ubcf4\ud638\uc6a9 \ud48b \uc635\uc158\uc744 \uad6c\ub9e4\ud558\uac70\ub098, \ucee4\ubc84\ub4dc \ucf5c\uc744 \ud310\ub9e4\ud558\uc5ec \uadf8 \ubcf4\ud638\ub97c \uc704\ud55c 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\ud798\uc785\uc5b4 \ud5a5\ud6c4 \uc131\uc7a5 \uc804\ub9dd\uc774 \ubc1d\uc9c0\ub9cc, \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc6b0\ub824 \uc694\uc18c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4. &#8211; 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