{"id":39319,"date":"2026-02-26T10:36:07","date_gmt":"2026-02-26T10:36:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/nvidia-%ec%8b%a4%ec%a0%81-%eb%b3%b4%ea%b3%a0%ec%84%9c-ai-%ea%b4%80%eb%a0%a8-%ed%88%ac%ec%9e%90%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c%ec%97%90-%eb%8c%80%ed%95%b4-%eb%ac%b4%ec%97%87%ec%9d%84\/"},"modified":"2026-02-26T10:36:07","modified_gmt":"2026-02-26T10:36:07","slug":"nvidia-%ec%8b%a4%ec%a0%81-%eb%b3%b4%ea%b3%a0%ec%84%9c-ai-%ea%b4%80%eb%a0%a8-%ed%88%ac%ec%9e%90%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c%ec%97%90-%eb%8c%80%ed%95%b4-%eb%ac%b4%ec%97%87%ec%9d%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/nvidia-%ec%8b%a4%ec%a0%81-%eb%b3%b4%ea%b3%a0%ec%84%9c-ai-%ea%b4%80%eb%a0%a8-%ed%88%ac%ec%9e%90%ed%8a%b8%eb%a0%88%ec%9d%b4%eb%93%9c%ec%97%90-%eb%8c%80%ed%95%b4-%eb%ac%b4%ec%97%87%ec%9d%84\/","title":{"rendered":"**NVIDIA \uc2e4\uc801 \ubcf4\uace0\uc11c: AI \uad00\ub828 \ud22c\uc790(\ud2b8\ub808\uc774\ub4dc)\uc5d0 \ub300\ud574 \ubb34\uc5c7\uc744 \ubcf4\uc5ec\uc8fc\ub098**"},"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\/Image_fx-2026-02-26T174226849-1024x559.jpg\" alt=\"\" class=\"wp-image-42908\"\/><\/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\uc758 \ucd5c\uc2e0 \uc2e4\uc801 \ubc1c\ud45c(\uae30\uc5c5\uc774 \ubd84\uae30 \uc2e4\uc801\uc744 \uacf5\uac1c\ud558\ub294 \ubcf4\uace0\uc11c)\uc5d0\uc11c \ubd84\uae30 \ub9e4\ucd9c\uc774 681\uc5b5 \ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\uace0\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc804\ub144 \ub300\ube44 73% \uc99d\uac00\ud588\uace0 \uc6d4\uac00 \uc608\uc0c1\uce58(\uc99d\uad8c\uac00 \uc804\ub9dd\uce58)\ub3c4 \uc6c3\ub3cc\uc558\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub370\uc774\ud130 \uc13c\ud130(\ub300\uaddc\ubaa8 \uc11c\ubc84\uac00 \ubaa8\uc5ec \ucef4\ud4e8\ud305\uc744 \uc81c\uacf5\ud558\ub294 \uc2dc\uc124) \ubd80\ubb38 \ub9e4\ucd9c\uc740 623\uc5b5 \ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uc600\uace0, \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 91%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70 \uc804\ub144 \ub300\ube44 \uc57d 75% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>4\ubd84\uae30 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS: \uc8fc\uc2dd 1\uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc778 \uc774\uc775)\uc740 1.62\ub2ec\ub7ec\ub85c \uc608\uc0c1\uce58\ub97c \ub118\uc5c8\uace0, \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\ucd1d\uc774\uc775\uc744 \ub9e4\ucd9c\ub85c \ub098\ub208 \ube44\uc728)\uc740 \uc57d 75% \uc218\uc900\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>NVIDIA\ub294 FY27 1\ubd84\uae30 \ub9e4\ucd9c(\uac00\uc774\ub358\uc2a4: \ud68c\uc0ac\uac00 \uc81c\uc2dc\ud558\ub294 \ud5a5\ud6c4 \uc804\ub9dd\uce58)\uc744 \uc57d 780\uc5b5 \ub2ec\ub7ec(\u00b12%)\ub85c \uc81c\uc2dc\ud588\uc73c\uba70, \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc558\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>NVIDIA\ub294 \ub098\uc2a4\ub2e5\uacfc S&amp;P 500\uc5d0\uc11c \ube44\uc911(\uc9c0\uc218 \uad6c\uc131\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \uc601\ud5a5\ub825)\uc774 \ud070 \uc885\ubaa9\uc774\ub77c, \uc2e4\uc801 \uacb0\uacfc\uac00 \uae30\uc220\uc8fc\uc640 AI \uad00\ub828 \uc8fc\uc2dd \uc804\ubc18\uc758 \ubd84\uc704\uae30\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294 \uacbd\uc6b0\uac00 \ub9ce\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<h1 class=\"wp-block-heading\">NVIDIA \uc2e4\uc801 \ubc1c\ud45c\uac00 \uadf8 \uc5b4\ub290 \ub54c\ubcf4\ub2e4 \uc911\uc694\ud55c \uc774\uc720<\/h1>\n\n\n\n<p>NVIDIA \uc2e4\uc801 \ubc1c\ud45c\ub294 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uc8fc\ubaa9\ubc1b\ub294 \uc774\ubca4\ud2b8 \uc911 \ud558\ub098\uac00 \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>NVIDIA\ub294 AI \uc778\ud504\ub77c(\uc778\uacf5\uc9c0\ub2a5\uc744 \ud559\uc2b5\u00b7\uc6b4\uc601\ud558\ub294 \ub370 \ud544\uc694\ud55c \uce69, \uc11c\ubc84, \ub370\uc774\ud130 \uc13c\ud130 \uac19\uc740 \uae30\ubc18) \ud750\ub984\uc758 \uc911\uc2ec\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 GPU(\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58: \ub300\ub7c9 \uacc4\uc0b0\uc744 \ube60\ub974\uac8c \ucc98\ub9ac\ud558\ub294 \uce69)\ub294 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM: \ub9ce\uc740 \uae00 \ub370\uc774\ud130\ub97c \ud559\uc2b5\ud574 \uae00\uc744 \uc774\ud574\u00b7\uc0dd\uc131\ud558\ub294 AI), \uae30\uc5c5\uc6a9 AI \uc2dc\uc2a4\ud15c, \ucd08\ub300\ud615 \ub370\uc774\ud130 \uc13c\ud130(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c: \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc774 \uc6b4\uc601\ud558\ub294 \ucd08\ub300\ud615 \uaddc\ubaa8)\uc5d0 \uc4f0\uc785\ub2c8\ub2e4. NVDA \uc2e4\uc801\uc774 \ub098\uc624\uba74 \ud22c\uc790\uc790\ub4e4\uc740 \uc774\ub97c AI \uad00\ub828 \ud22c\uc790 \ud750\ub984\uc744 \uc810\uac80\ud558\ub294 \uc2dc\ud5d8\ub300\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774\ubc88 \ubc1c\ud45c\ub3c4 \uc774\ub7f0 \ud750\ub984\uc744 \ud655\uc778\ud574\uc92c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>NVIDIA\ub294 \ubd84\uae30 \ub9e4\ucd9c 681\uc5b5 \ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\uace0\ub97c \uae30\ub85d\ud588\uace0, \uc804\ub144 \ub300\ube44 73% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc131\uc7a5 \uaddc\ubaa8\ub294 AI \ud559\uc2b5(\ubaa8\ub378\uc744 \ud6c8\ub828\uc2dc\ud0a4\ub294 \uacfc\uc815)\uacfc \ucd94\ub860(\ud559\uc2b5\ub41c \ubaa8\ub378\uc774 \ub2f5\uc744 \ub0b4\ub294 \uacfc\uc815)\uc5d0 \ud544\uc694\ud55c \uc778\ud504\ub77c \uc218\uc694\uac00 \uacc4\uc18d \ud06c\ub2e4\ub294 \ub73b\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\">Hyperscalers are expected to spend over $600 billion on AI in 2026. Jensen Huang it&#39;s for good reason.<a href=\"https:\/\/t.co\/xomcophKPQ\">https:\/\/t.co\/xomcophKPQ<\/a> <a href=\"https:\/\/t.co\/gykPmP7Avd\">pic.twitter.com\/gykPmP7Avd<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2026826052648026246?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>\uc9c0\uae08 \uc2dc\uc7a5\uc5d0\uc11c NVIDIA \uc2e4\uc801\uc740 \ud55c \ud68c\uc0ac\uc758 \uc131\uc801\ud45c\ub97c \ub118\uc5b4, AI \uc0b0\uc5c5\uc774 \uc5bc\ub9c8\ub098 \ube60\ub974\uac8c \ucee4\uc9c0\ub294\uc9c0(\uc0b0\uc5c5\ud654: \uc2e4\ud5d8 \ub2e8\uacc4\uc5d0\uc11c \uc2e4\uc81c \uc0b0\uc5c5\uc73c\ub85c \ud655\uc0b0\ub418\ub294 \uacfc\uc815)\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc2e0\ud638\uac00 \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA \uc2e4\uc801\uc5d0\uc11c \uac00\uc7a5 \uc911\uc694\ud55c \uc9c0\ud45c\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h2>\n\n\n\n<p>NVIDIA \uc2e4\uc801\uc5d0\uc11c \uac00\uc7a5 \uc911\uc694\ud55c \uc9c0\ud45c\ub294 \uc5ec\uc804\ud788 \ub370\uc774\ud130 \uc13c\ud130 \ub9e4\ucd9c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc \ubd84\uae30 \ub370\uc774\ud130 \uc13c\ud130 \ubd80\ubb38 \ub9e4\ucd9c\uc740 623\uc5b5 \ub2ec\ub7ec\uc600\uace0, \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 91%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 \uad6c\uc870\uc801 \ubcc0\ud654(\uc77c\uc2dc\uc801\uc774 \uc544\ub2c8\ub77c \uc0ac\uc5c5\uc758 \uc911\uc2ec\uc774 \ubc14\ub00c\ub294 \ubcc0\ud654)\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. NVIDIA\ub294 \ub354 \uc774\uc0c1 \uac8c\uc784\uc6a9 GPU \ud68c\uc0ac\uac00 \uc911\uc2ec\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc774\uc81c\ub294 AI \uc778\ud504\ub77c \uacf5\uae09\uc5c5\uccb4\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ub370\uc774\ud130 \uc13c\ud130 \uc131\uc7a5\uc740 \ub2e4\uc74c \uac19\uc740 \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec: \uc804 \uc138\uacc4\uc5d0 \ub300\ud615 \uc11c\ubc84\uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub294 \ud68c\uc0ac)\uc758 \uc9c0\ucd9c\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Microsoft (MSFT)<\/li>\n\n\n\n<li>Meta (META)<\/li>\n\n\n\n<li>Alphabet (GOOG)<\/li>\n\n\n\n<li>Amazon (AMAZON)<\/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> Q4 data center revenue was largely driven by hyperscalers. <a href=\"https:\/\/t.co\/KQl9oZE2sC\">pic.twitter.com\/KQl9oZE2sC<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2026810978231255376?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>\uc774 \ubd80\ubb38\uc774 \ub354 \ube68\ub9ac \uc131\uc7a5\ud558\uba74 AI \ud22c\uc790\uac00 \uc5ec\uc804\ud788 \uacf5\uaca9\uc801\uc774\ub77c\ub294 \ub73b\uc785\ub2c8\ub2e4. \ubc18\ub300\ub85c \uc131\uc7a5 \uc18d\ub3c4\uac00 \ub454\ud654\ub418\uba74, <a href=\"https:\/\/www.vtmarkets.com\/learn\/the-500-billion-gamble-is-big-techs-ai-spending-spree-finally-paying-off\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc2dc\uc7a5\uc740 AI \uc131\uc7a5 \uad6d\uba74\uc774 \uc131\uc219 \ub2e8\uacc4\ub85c \uac00\ub294\uc9c0<\/a>\ub97c \uc758\uc2ec\ud558\uae30 \uc2dc\uc791\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>NVIDIA\ub294 \uace0\uc131\ub2a5 AI GPU \uc2dc\uc7a5(\uace0\uc131\ub2a5: \ub300\uaddc\ubaa8 AI \uacc4\uc0b0\uc5d0 \ud544\uc694\ud55c \uc218\uc900)\uc5d0\uc11c 80% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub294 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \uadf8\ub798\uc11c \ub370\uc774\ud130 \uc13c\ud130 \ub9e4\ucd9c\uc740 AI \uc218\uc694\ub97c \ubc14\ub85c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc9c0\ub09c \ubd84\uae30 \uc2e4\uc801\ub3c4 \uc911\uc694\ud558\uc9c0\ub9cc, \uc55e\uc73c\ub85c\uc758 \uc804\ub9dd\uc774 \ub354 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>NVIDIA\ub294 1\ubd84\uae30 \ub9e4\ucd9c\uc744 \uc57d 780\uc5b5 \ub2ec\ub7ec(\u00b12%)\ub85c \uc81c\uc2dc\ud588\uace0, \ub9ce\uc740 \uc560\ub110\ub9ac\uc2a4\ud2b8(\uae08\uc735 \ubd84\uc11d\uac00)\uc758 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774 \uc804\ub9dd\uc740 \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc758 \uc124\ube44\ud22c\uc790(CapEx: \ub370\uc774\ud130 \uc13c\ud130\u00b7\uc11c\ubc84\u00b7\uc7a5\ube44\uc5d0 \uc4f0\ub294 \ud22c\uc790)\uac00 \uacac\uc870\ud558\uace0, \uae30\uc5c5\uc6a9 AI \uc218\uc694\ub3c4 \uacc4\uc18d \ub298\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5\uc740 \uacfc\uac70 \uc131\uacfc\ubcf4\ub2e4 \uac00\uc774\ub358\uc2a4(\uc55e\uc73c\ub85c\uc758 \uc804\ub9dd)\uc5d0 \ub354 \ud06c\uac8c \ubc18\uc751\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc804\ub9dd\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uc88b\uc73c\uba74 AI \uad00\ub828 \ud22c\uc790 \uc2ec\ub9ac\uac00 \uac15\ud574\uc9c0\uace0, \ubc18\ub300\ub85c \uae30\ub300\uc5d0 \ubabb \ubbf8\uce58\uba74 \ubd84\uae30 \uc2e4\uc801\uc774 \uc88b\uc544\ub3c4 \ub2e8\uae30 \uc870\uc815(\ub2e8\uae30\uac04 \ud558\ub77d)\uc774 \ub098\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.vtmarkets.com\/thought-leadership\/the-earnings-season-playbook-5-trends-shaping-markets-in-2026\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc2e4\uc801 \uc2dc\uc98c<\/a>(\uae30\uc5c5\ub4e4\uc774 \uc2e4\uc801\uc744 \uc9d1\uc911 \ubc1c\ud45c\ud558\ub294 \uae30\uac04)\uc744 <a href=\"https:\/\/www.vtmarkets.com\/financial-events\/earnings-season\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">VT Markets<\/a>\uc640 \ud568\uaed8 \ud655\uc778\ud558\uc138\uc694.<\/strong><\/p>\n\n\n\n<h1 class=\"wp-block-heading\">\ub098\uc2a4\ub2e5\uacfc \uc804\uccb4 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 NVIDIA\uc758 \uc601\ud5a5<\/h1>\n\n\n\n<p>NVIDIA\ub294 \ub098\uc2a4\ub2e5\uacfc S&amp;P 500\uc5d0\uc11c \uac00\uc7a5 \ube44\uc911\uc774 \ud070 \uc885\ubaa9 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ub530\ub77c\uc11c NVIDIA \uc2e4\uc801 \ubc1c\ud45c\ub294 \ub2e4\uc74c\uc5d0 \uc790\uc8fc \uc601\ud5a5\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubc18\ub3c4\uccb4 \uc8fc\uc2dd(\uc608: <a href=\"https:\/\/www.vtmarkets.com\/opinion\/asml-stock-analysis-2025\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">ASML<\/a>, <a href=\"https:\/\/www.vtmarkets.com\/opinion\/unexpected-competitor-ai-race-from-emerging-sector-tsm-soars-in-q4\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">TSMC<\/a>)<\/li>\n\n\n\n<li>AI \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5(<a href=\"https:\/\/www.vtmarkets.com\/opinion\/how-ai-is-reshaping-the-tech-stocks\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">AI \uc2a4\ud0dd<\/a>: AI\ub97c \ub9cc\ub4e4\uace0 \uc6b4\uc601\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\ub3c4\uad6c \ubb36\uc74c)<\/li>\n\n\n\n<li>\uae30\uc220\uc8fc \ube44\uc911\uc774 \ud070 <a href=\"https:\/\/www.vtmarkets.com\/indices\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc9c0\uc218<\/a>(\uc5ec\ub7ec \uc885\ubaa9\uc758 \uac00\uaca9\uc744 \ubb36\uc5b4 \ub9cc\ub4e0 \uc2dc\uc7a5 \uc9c0\ud45c)<\/li>\n\n\n\n<li>\uc2dc\uc7a5 \uc804\ubc18\uc758 \uc2ec\ub9ac<\/li>\n<\/ul>\n\n\n\n<p>\uc2e4\uc801\uc774 \uac15\ud558\uba74 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/big-tech-earnings-and-the-ai-cycle-from-hype-to-heavy-investment\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">AI \uad00\ub828 \uc885\ubaa9 \uc804\ubc18<\/a>\uc774 \ud568\uaed8 \uc624\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c \uc218\uc694 \ub454\ud654 \uc870\uc9d0\uc774 \ubcf4\uc774\uba74 \uc5c5\uc885 \uc804\uccb4 \ubcc0\ub3d9\uc131(\uac00\uaca9\uc774 \ud06c\uac8c \ud754\ub4e4\ub9ac\ub294 \uc815\ub3c4)\uc774 \ucee4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uadf8\ub798\uc11c \uc5ec\ub7ec \uc790\uc0b0(\uc8fc\uc2dd\u00b7\uc9c0\uc218 \ub4f1)\uc744 \uac70\ub798\ud558\ub294 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 NVDA \uc2e4\uc801\uc744 \uba74\ubc00\ud788 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">\uacbd\uc7c1\uacfc AI\uc758 \ub2e4\uc74c \ub2e8\uacc4<\/h1>\n\n\n\n<p>NVIDIA\uc758 \uc6b0\uc704\ub294 \uc774\uc5b4\uc9c0\uace0 \uc788\uc9c0\ub9cc, \ud22c\uc790\uc790\ub4e4\uc740 \uacbd\uc7c1\uacfc \uacf5\uae09 \uc0c1\ud669(\uacf5\uae09 \uc5ed\ud559: \uc0dd\uc0b0\u00b7\uc218\uae09\uc774 \uac00\uaca9\uacfc \uc2e4\uc801\uc5d0 \ubbf8\uce58\ub294 \ud750\ub984)\uc744 \ub354 \uc8fc\uc758 \uae4a\uac8c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc8fc\uc694 \uc7c1\uc810\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AMD\uac00 AI \uac00\uc18d\uae30(\uc5f0\uc0b0\uc744 \ube60\ub974\uac8c \ud558\ub294 \uc804\uc6a9 \uce69\/\uc7a5\uce58) \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc758\ubbf8 \uc788\uac8c \uac00\uc838\uac08 \uc218 \uc788\uc744\uae4c?<\/li>\n\n\n\n<li>\ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\ub4e4\uc774 \ub9de\ucda4\ud615 \ubc18\ub3c4\uccb4(\ucee4\uc2a4\ud140 \uc2e4\ub9ac\ucf58: \uc790\uc0ac \ubaa9\uc801\uc5d0 \ub9de\ucdb0 \uc9c1\uc811 \uc124\uacc4\ud55c \uce69) \uac1c\ubc1c\uc744 \ub354 \ube60\ub974\uac8c \ud560\uae4c?<\/li>\n\n\n\n<li>\uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc815\ucc45\uc774 \uc218\ucd9c\uacfc \uacf5\uae09\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \uc904\uae4c?<\/li>\n<\/ul>\n\n\n\n<p>\uadf8\ub7fc\uc5d0\ub3c4 NVIDIA\uc758 \uc0dd\ud0dc\uacc4(\ub9ce\uc740 \uac1c\ubc1c\uc790\u00b7\uace0\uac1d\u00b7\ud30c\ud2b8\ub108\uac00 \ud568\uaed8 \uc4f0\ub294 \ud658\uacbd), \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd(\uac1c\ubc1c\u00b7\uc6b4\uc601 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubb36\uc74c), \uaddc\ubaa8\ub294 \ub9ac\ub354\uc2ed\uc744 \uacc4\uc18d \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc \uc911\ub3d9\uacfc \uc544\uc2dc\uc544 \ub4f1\uc5d0\uc11c \uad6d\uac00 \uc8fc\ub3c4 AI \uc778\ud504\ub77c(\uc18c\ubc84\ub9b0 AI: \uad6d\uac00\uac00 \uc790\uad6d \ub370\uc774\ud130\u00b7\uc778\ud504\ub77c \uae30\ubc18\uc73c\ub85c \uc6b4\uc601\ud558\ub294 AI) \ud504\ub85c\uc81d\ud2b8\uac00 \ub298\uba74\uc11c, \uc218\uc694\uac00 \uae30\uc874 \uae30\uc220 \uc911\uc2ec\uc9c0 \ubc16\uc73c\ub85c\ub3c4 \ud655\ub300\ub418\ub294 \ubaa8\uc2b5\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774\ucc98\ub7fc \uc218\uc694 \uae30\ubc18\uc774 \ub113\uc5b4\uc9c0\ub294 \uc810\uc740 AI \uc131\uc7a5 \ud750\ub984\uc744 \ub354 \u092e\u091c\u092c\u0942\u0924\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">\ud2b8\ub808\uc774\ub354\uac00 \ub2e4\uc74c\uc73c\ub85c \ubd10\uc57c \ud560 \uac83<\/h1>\n\n\n\n<p>\ub2e4\uc74c NVIDIA \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \ud22c\uc790\uc790\uc640 \ud2b8\ub808\uc774\ub354\ub294 \ub2e4\uc74c\uc744 \ubd10\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130 \uc13c\ud130 \ub9e4\ucd9c \uc131\uc7a5\ub960<\/li>\n\n\n\n<li>\ub9e4\ucd9c\ucd1d\uc774\uc775\ub960\uc774 \uc720\uc9c0\ub420 \uc218 \uc788\ub294\uc9c0<\/li>\n\n\n\n<li>\ud5a5\ud6c4 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4<\/li>\n\n\n\n<li>\uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\ub4e4\uc758 \uc124\ube44\ud22c\uc790 \uad00\ub828 \ubc1c\uc5b8<\/li>\n\n\n\n<li>\uacf5\uae09\uc774 \uc815\uc0c1\ud654(\uc218\uae09 \ubd88\uade0\ud615\uc774 \uc644\ud654\ub418\ub294 \uac83)\ub418\ub294 \uc2e0\ud638 \ub610\ub294 \uacf5\uae09 \uc81c\uc57d(\ud544\uc694\ud55c \ub9cc\ud07c \ubabb \ub9cc\ub4dc\ub294 \uc0c1\ud669) \uc2e0\ud638<\/li>\n<\/ul>\n\n\n\n<p>NVIDIA\ucc98\ub7fc \uae30\uc5c5 \uac00\uce58\uac00 \ub192\uac8c \ud3c9\uac00\ub41c \uc885\ubaa9(\uace0\ud3c9\uac00: \ub192\uc740 \uc131\uc7a5 \uae30\ub300\uac00 \uc8fc\uac00\uc5d0 \uc774\ubbf8 \ubc18\uc601\ub41c \uc0c1\ud0dc)\uc5d0\uc11c\ub294 \uae30\ub300\uac00 \uc2e4\uc81c \uc2e4\uc801\ubcf4\ub2e4 \ub354 \ube68\ub9ac \ubc14\ub00c\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc778\uacf5\uc9c0\ub2a5\uc774 \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc8fc\uc81c\uc778 \ud55c, NVDA \uc2e4\uc801 \uc804\ud6c4 \ubcc0\ub3d9\uc131\uc740 \ub192\uc740 \uc218\uc900\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA \uc2e4\uc801 \ubc1c\ud45c\uac00 \uc65c \uc911\uc694\ud55c\uac00\uc694?<\/h3>\n\n\n\n<p>NVIDIA\ub294 AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c \ub9e4\uc6b0 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc2e4\uc801\uc744 \ubcf4\uba74 AI \uc778\ud504\ub77c \uc218\uc694, \ubc18\ub3c4\uccb4 \uc5c5\ud669(\uc5c5\uacc4 \ud750\ub984), \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc758 \ud22c\uc790 \uc218\uc900\uc744 \uac00\ub2a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\uc758 \ucd5c\uc2e0 \uc2e4\uc801\uc740 \uc5b4\ub560\ub098\uc694?<\/h3>\n\n\n\n<p>NVIDIA\ub294 \ubd84\uae30 \ub9e4\ucd9c 681\uc5b5 \ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\uace0, \ub370\uc774\ud130 \uc13c\ud130 \ub9e4\ucd9c\uc740 623\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960\uc740 \uc57d 75% \uc218\uc900\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA \uc2e4\uc801\uc740 \uc8fc\uc2dd\uc2dc\uc7a5\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \uc8fc\ub098\uc694?<\/h3>\n\n\n\n<p>NVIDIA\ub294 \ub098\uc2a4\ub2e5\uacfc S&amp;P 500\uc5d0\uc11c \ube44\uc911\uc774 \ucee4\uc11c, \uc2e4\uc801\uc774 \uae30\uc220\uc8fc\uc640 AI \uad00\ub828 \uc8fc\uc2dd \uc804\ubc18\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294 \uc77c\uc774 \ub9ce\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>AI \uc2dc\uc7a5\uc758 \uc628\ub3c4\uacc4, \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc774 \ub610 \uae30\ub85d \uacbd\uc2e0! \ub9e4\ucd9c 681\uc5b5\ub2ec\ub7ec(+73%), \ub370\uc774\ud130\uc13c\ud130 623\uc5b5\ub2ec\ub7ec(91%)\ub85c AI \uc778\ud504\ub77c \uc218\uc694 \ud655\uc778. 1\ubd84\uae30 \uac00\uc774\ub358\uc2a4 780\uc5b5\ub2ec\ub7ec\uac00 \ub098\uc2a4\ub2e5 \uc804\ubc18\uc744 \uc88c\uc6b0\ud55c\ub2e4. &#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":[49],"tags":[],"class_list":["post-39319","post","type-post","status-publish","format-standard","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39319","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=39319"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/39319\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=39319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=39319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=39319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}