{"id":45243,"date":"2026-04-22T11:23:31","date_gmt":"2026-04-22T11:23:31","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4%ec%9d%80-%eb%b9%85%ed%85%8c%ed%81%ac%ea%b0%80-%eb%a7%89%eb%8c%80%ed%95%9c-ai-%ed%88%ac%ec%9e%90%ec%99%80-%eb%8a%98%ec%96%b4%eb%82%98%eb%8a%94-%ec%84%a4%eb%b9%84\/"},"modified":"2026-04-22T11:23:31","modified_gmt":"2026-04-22T11:23:31","slug":"%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4%ec%9d%80-%eb%b9%85%ed%85%8c%ed%81%ac%ea%b0%80-%eb%a7%89%eb%8c%80%ed%95%9c-ai-%ed%88%ac%ec%9e%90%ec%99%80-%eb%8a%98%ec%96%b4%eb%82%98%eb%8a%94-%ec%84%a4%eb%b9%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4%ec%9d%80-%eb%b9%85%ed%85%8c%ed%81%ac%ea%b0%80-%eb%a7%89%eb%8c%80%ed%95%9c-ai-%ed%88%ac%ec%9e%90%ec%99%80-%eb%8a%98%ec%96%b4%eb%82%98%eb%8a%94-%ec%84%a4%eb%b9%84\/","title":{"rendered":"\ud22c\uc790\uc790\ub4e4\uc740 \ube45\ud14c\ud06c\uac00 \ub9c9\ub300\ud55c AI \ud22c\uc790\uc640 \ub298\uc5b4\ub098\ub294 \uc124\ube44\ud22c\uc790(Capex) \uc18d\uc5d0\uc11c \uc774\ub97c \ub354 \ube60\ub978 \uc2e4\uc801 \uc131\uc7a5\uc73c\ub85c \uc804\ud658\ud560 \uc218 \uc788\uc744\uc9c0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4"},"content":{"rendered":"

\u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\u2019(\ubbf8\uad6d \ucd08\ub300\ud615 \uae30\uc220\uc8fc 7\uc885\ubaa9) \uac00\uc6b4\ub370 5\uac1c \uae30\uc5c5\uc774 \uc774\ud2c0 \uc0ac\uc774 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud55c\ub2e4. 2026\ub144 4\uc6d4 29\uc77c \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc54c\ud30c\ubcb3, \uba54\ud0c0, \uc544\ub9c8\uc874\uc774 \ubc1c\ud45c\ud558\uace0, 4\uc6d4 30\uc77c \uc560\ud50c\uc774 \ub4a4\ub530\ub978\ub2e4. \uc2dc\uc7a5\uc758 \ucd08\uc810\uc740 \u2018AI \ub370\uc774\ud130\uc13c\ud130(\uc778\uacf5\uc9c0\ub2a5 \uc5f0\uc0b0\uc744 \uc704\ud55c \ub300\ud615 \uc11c\ubc84 \uc2dc\uc124) \uacfc\uc789 \ud22c\uc790\u2019 \uc6b0\ub824\uc5d0\uc11c, \ud22c\uc790 \ud655\ub300\uac00 \uc2e4\uc81c\ub85c \ub9e4\ucd9c\u00b7\uc218\uc775\uc131(\ub9c8\uc9c4)\u00b7\uc218\uc775\ud654(\uc11c\ube44\uc2a4\ub85c \ub3c8\uc744 \ubc84\ub294 \uc815\ub3c4)\ub97c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\ub294\uc9c0\ub85c \uc62e\uaca8\uac14\ub2e4.<\/p>\n

4\ub300 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uc54c\ud30c\ubcb3\u00b7\uba54\ud0c0\u00b7\uc544\ub9c8\uc874)\ub294 2026\ub144 \uc57d 6,450\uc5b5\ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc804\ub144 \ub300\ube44 \uc57d 56% \uc99d\uac00\ub2e4. \uc2dc\uc7a5\uc740 \uac70\ucc3d\ud55c \uacc4\ud68d\ubcf4\ub2e4 \u2018\ud22c\uc790 \ub300\ube44 \uc131\uacfc(\uc218\uc775\ub960)\u2019\uc5d0 \ub300\ud55c \ub354 \ubd84\uba85\ud55c \uc99d\uac70\ub97c \uc694\uad6c\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uae30\uc5c5\ubcc4 \uc804\ub9dd\uacfc \ud22c\uc790<\/h3>\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS: \ud55c \uc8fc\ub2f9 \ubc8c\uc5b4\ub4e4\uc778 \uc21c\uc774\uc775) \uc57d 4.04\ub2ec\ub7ec(\uc57d 17% \uc99d\uac00), \ub9e4\ucd9c \uc57d 814\uc5b5\ub2ec\ub7ec(\uc57d 16% \uc99d\uac00)\ub97c \uc608\uc0c1\ud55c\ub2e4. \uc124\ube44\ud22c\uc790(Capex: \uacf5\uc7a5\u00b7\uc11c\ubc84\u00b7\uc7a5\ube44 \ub4f1 \uc7a5\uae30 \uc790\uc0b0\uc5d0 \uc4f0\ub294 \ub3c8)\ub294 2026\ud68c\uacc4\uc5f0\ub3c4 \uc57d 1,460\uc5b5\ub2ec\ub7ec, 2027\ud68c\uacc4\uc5f0\ub3c4\uc5d0\ub294 1,700\uc5b5\ub2ec\ub7ec\uc5d0 \uac00\uae4c\uc6b8 \uc804\ub9dd\uc774\ub2e4. \uc778\ud154\ub9ac\uc804\ud2b8 \ud074\ub77c\uc6b0\ub4dc(\ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5 \ubd80\ubb38) \ub9e4\ucd9c\uc740 \uc57d 342\uc5b5\ub2ec\ub7ec(28% \uc99d\uac00), \uc560\uc800(Azure: MS \ud074\ub77c\uc6b0\ub4dc) \uc131\uc7a5\ub960\uc740 \uc57d 38%, AI \uae30\uc5ec\ub3c4(\ub9e4\ucd9c \uc131\uc7a5 \uc911 AI\uac00 \ucc28\uc9c0\ud558\ub294 \ube44\uc911 \ucd94\uc815)\ub294 \uc57d 21.4%, \ud074\ub77c\uc6b0\ub4dc \ubd80\ubb38 \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\ub9e4\ucd9c\uc5d0\uc11c \uc6d0\uac00\ub97c \ube80 \ube44\uc728)\uc740 66.23%\ub85c \uc81c\uc2dc\ub410\ub2e4.<\/p>\n

\uc54c\ud30c\ubcb3\uc740 \uc870\uc815 EPS(\uc77c\ud68c\uc131 \ube44\uc6a9\u00b7\uc218\uc775\uc744 \ube7c \uccb4\ub825\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c) \uc57d 2.83\ub2ec\ub7ec, \ub9e4\ucd9c \uc57d 1,070\uc5b5\ub2ec\ub7ec(\uc57d 11% \uc99d\uac00)\ub97c \uc608\uc0c1\ud55c\ub2e4. \uc124\ube44\ud22c\uc790\ub294 2026\ud68c\uacc4\uc5f0\ub3c4 1,750\uc5b5~1,850\uc5b5\ub2ec\ub7ec, 2027\ud68c\uacc4\uc5f0\ub3c4\uc5d0\ub294 2,000\uc5b5\ub2ec\ub7ec\uc5d0 \uadfc\uc811\ud560 \uac83\uc774\ub780 \ucd94\uc815\uc774 \ub098\uc628\ub2e4. \uac80\uc0c9(Search) \ub9e4\ucd9c\uc740 \uc57d 590\uc5b5\ub2ec\ub7ec(16% \uc99d\uac00), \uc720\ud29c\ube0c\ub294 \uc57d 100\uc5b5\ub2ec\ub7ec(12% \uc99d\uac00), \ud074\ub77c\uc6b0\ub4dc\ub294 \uc131\uc7a5\ub960\uc774 50% \uc548\ud30e\uae4c\uc9c0 \uac00\ub2a5\ud558\ub2e4\ub294 \uad00\uce21\uc774 \uc788\ub2e4.<\/p>\n

\uba54\ud0c0\ub294 \uc870\uc815 EPS \uc57d 7.51\ub2ec\ub7ec, \ub9e4\ucd9c \uc57d 555\uc5b5\ub2ec\ub7ec(\uc57d 31% \uc99d\uac00)\ub97c \uc608\uc0c1\ud55c\ub2e4. \uc124\ube44\ud22c\uc790 \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac\uac00 \uc81c\uc2dc\ud558\ub294 \uc804\ub9dd\uce58)\ub294 2026\ub144 1,150\uc5b5~1,350\uc5b5\ub2ec\ub7ec\uc774\uba70, 2027\ub144 \uc2dc\uc7a5 \uc608\uc0c1\uce58(\ucee8\uc13c\uc11c\uc2a4: \uc8fc\uc694 \uae30\uad00 \uc804\ub9dd\uc758 \ud3c9\uade0)\ub294 \uc57d 1,420\uc5b5\ub2ec\ub7ec\ub2e4. \uad11\uace0 \ub9e4\ucd9c\uc740 \uc57d 540\uc5b5\ub2ec\ub7ec(30% \uc99d\uac00), \ub178\ucd9c(Impressions: \uad11\uace0\uac00 \ud654\uba74\uc5d0 \ud45c\uc2dc\ub41c \ud69f\uc218)\uc740 16% \uc99d\uac00, \uad11\uace0 1\uac74\ub2f9 \ud3c9\uade0 \ub2e8\uac00(\ud3c9\uade0 \uad11\uace0\uac00\uaca9)\ub294 12% \uc0c1\uc2b9\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4.<\/p>\n

\uc544\ub9c8\uc874\uc740 \uc870\uc815 EPS \uc57d 2.11\ub2ec\ub7ec, \ub9e4\ucd9c \uc57d 1,772\uc5b5\ub2ec\ub7ec(\uc57d 14% \uc99d\uac00)\ub97c \uc608\uc0c1\ud55c\ub2e4. \uc124\ube44\ud22c\uc790\ub294 2026\ub144 2,000\uc5b5\ub2ec\ub7ec\ub85c \uc81c\uc2dc\ub410\uace0, \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub294 1,959\uc5b5\ub2ec\ub7ec, 2027\ub144 \ube14\ub8f8\ubc84\uadf8 \ucee8\uc13c\uc11c\uc2a4\ub294 \uc57d 2,090\uc5b5\ub2ec\ub7ec\ub2e4. AWS(\uc544\ub9c8\uc874\uc6f9\uc11c\ube44\uc2a4: \ud074\ub77c\uc6b0\ub4dc) \ub9e4\ucd9c\uc740 \uc57d 366\uc5b5\ub2ec\ub7ec(25% \uc99d\uac00), \uad11\uace0 \uc11c\ube44\uc2a4\ub294 \uc57d 169\uc5b5\ub2ec\ub7ec(20.8% \uc99d\uac00)\ub85c \ucd94\uc815\ub41c\ub2e4. \ub610\ud55c AI \uc2a4\ud0c0\ud2b8\uc5c5 \uc564\ud2b8\ub85c\ud53d(Anthropic: \ub300\ud615 \uc5b8\uc5b4\ubaa8\ub378 \uac1c\ubc1c\uc0ac)\uc5d0 50\uc5b5\ub2ec\ub7ec\ub97c \ucd94\uac00 \ud22c\uc790\ud588\uc73c\uba70, \ud5a5\ud6c4 \ucd5c\ub300 200\uc5b5\ub2ec\ub7ec\ub97c \ub354 \ud22c\uc785\ud560 \uac00\ub2a5\uc131\uc774 \uac70\ub860\ub41c\ub2e4.<\/p>\n

\uc560\ud50c \uc804\ub9dd\uacfc \ud22c\uc790<\/h3>\n

\uc560\ud50c\uc740 EPS \uc57d 1.96\ub2ec\ub7ec(\uc57d 18% \uc99d\uac00), \ub9e4\ucd9c \uc57d 1,093\uc5b5\ub2ec\ub7ec(\uc57d 15% \uc99d\uac00)\ub97c \uc608\uc0c1\ud55c\ub2e4. \uc124\ube44\ud22c\uc790\ub294 2026\ud68c\uacc4\uc5f0\ub3c4 \uc57d 135\uc5b5\ub2ec\ub7ec, 2027\ud68c\uacc4\uc5f0\ub3c4 \uc57d 154\uc5b5\ub2ec\ub7ec\ub85c \ucd94\uc815\ub41c\ub2e4. \uc11c\ube44\uc2a4(Services: \uc571\uc2a4\ud1a0\uc5b4\u00b7\uad6c\ub3c5\u00b7\uad11\uace0 \ub4f1) \ub9e4\ucd9c\uc740 \uc57d 304\uc5b5\ub2ec\ub7ec(14% \uc99d\uac00)\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b87\u2019 5\uac1c\uc0ac \uc2e4\uc801 \uc784\ubc15. AI \ub370\uc774\ud130\uc13c\ud130 \uacfc\uc789\ud22c\uc790 \uc6b0\ub824\uc5d0\uc11c \u2018\ud22c\uc790 \ub300\ube44 \uc218\uc775\ud654\u2019 \uac80\uc99d\uc73c\ub85c \ucd08\uc810 \uc774\ub3d9. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec 2026\ub144 6,450\uc5b5\ub2ec\ub7ec Capex, MS\u00b7\uad6c\uae00\u00b7\uba54\ud0c0\u00b7\uc544\ub9c8\uc874\u00b7\uc560\ud50c \uac00\uc774\ub358\uc2a4 \uc8fc\ubaa9.<\/p>\n","protected":false},"author":87,"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-45243","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\/45243","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=45243"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45243\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}