{"id":46315,"date":"2026-05-06T14:57:23","date_gmt":"2026-05-06T14:57:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/amd-%ed%98%bc%ec%a1%b0%ec%84%b8-ai-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ec%a3%bc%eb%8f%84%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4-%eb%82%98%ec%8a%a4%eb%8b%a5100-%ec%b4%88%eb%b0%98-%ea%b0%ad\/"},"modified":"2026-05-06T14:57:23","modified_gmt":"2026-05-06T14:57:23","slug":"amd-%ed%98%bc%ec%a1%b0%ec%84%b8-ai-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ec%a3%bc%eb%8f%84%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4-%eb%82%98%ec%8a%a4%eb%8b%a5100-%ec%b4%88%eb%b0%98-%ea%b0%ad","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/amd-%ed%98%bc%ec%a1%b0%ec%84%b8-ai-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-%ec%a3%bc%eb%8f%84%ed%88%ac%ec%9e%90%ec%9e%90%eb%93%a4-%eb%82%98%ec%8a%a4%eb%8b%a5100-%ec%b4%88%eb%b0%98-%ea%b0%ad\/","title":{"rendered":"AMD, \ud63c\uc870\uc138 AI \uc2e4\uc801 \ubc1c\ud45c \uc8fc\ub3c4\u2026\ud22c\uc790\uc790\ub4e4, \ub098\uc2a4\ub2e5100 \ucd08\ubc18 \uac2d\uc0c1\uc2b9\ubd84 \uc9c0\ucf1c\ub0bc\uc9c0 \uc8fc\uc2dc"},"content":{"rendered":"<p>AI \uad00\ub828 \uc2e4\uc801\uc740 \uc5c7\uac08\ub838\ub2e4. AMD\ub294 \uac00\uc7a5 \uac15\ud55c \uc2e4\uc801\uc744 \ub0b4\ub1a8\uace0, SMCI(\uc288\ud37c\ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130)\ub294 \ub9e4\ucd9c\uc774 \uc2dc\uc7a5 \uae30\ub300\uc5d0 \ubabb \ubbf8\ucce4\uc9c0\ub9cc \uae0d\uc815\uc801\uc778 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4)\uc744 \uc81c\uc2dc\ud588\ub2e4. \ub098\ube44\ud0c0\uc2a4\ub294 \uc644\ub9cc\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc600\ub2e4. \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \uc774\uc81c \ub098\uc2a4\ub2e5100\uc774 \uac2d \uc0c1\uc2b9(\uc804\uc77c \uc885\uac00 \ub300\ube44 \ub192\uc740 \uac00\uaca9\uc5d0\uc11c \uc2dc\uc791\ud558\ub294 \uc2dc\ucd08\uac00)\uc744 \uc720\uc9c0\ud560\uc9c0, \uc544\ub2c8\uba74 \uac1c\uc7a5 \ud6c4 \uc0c1\uc2b9\ubd84\uc744 \ubc18\ub0a9(\uc0c1\uc2b9 \ud6c4 \ubc00\ub9bc)\ud560\uc9c0\ub85c \uc62e\uaca8\uac00\uace0 \uc788\ub2e4.<\/p>\n<p>AMD\ub294 \ub9e4\ucd9c \uc57d 103\uc5b5\ub2ec\ub7ec, \ube44(\u975e)GAAP EPS(\uc77c\ud68c\uc131 \uc694\uc778\uc744 \ube80 \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775) 1.37\ub2ec\ub7ec\ub97c \ubc1c\ud45c\ud588\ub2e4. 2\ubd84\uae30 \ub9e4\ucd9c\uc740 \uc57d 112\uc5b5\ub2ec\ub7ec(\u00b13\uc5b5\ub2ec\ub7ec), \ube44GAAP \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\ub9e4\ucd9c\uc5d0\uc11c \ub9e4\ucd9c\uc6d0\uac00\ub97c \ube80 \ube44\uc728) \uc57d 56%\ub97c \uc81c\uc2dc\ud588\uc73c\uba70, \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 57% \uc99d\uac00\ud588\ub2e4.<\/p>\n<h3>Key Earnings Takeaways<\/h3>\n<p>SMCI\ub294 EPS\ub294 \uae30\ub300\ub97c \uc6c3\ub3cc\uc558\uc9c0\ub9cc \ub9e4\ucd9c\uc740 \uae30\ub300\uc5d0 \ubabb \ubbf8\ucce4\ub2e4. 4\ubd84\uae30 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub294 110\uc5b5~125\uc5b5\ub2ec\ub7ec, \ube44GAAP EPS\ub294 0.65~0.79\ub2ec\ub7ec\ub85c \uc81c\uc2dc\ud588\ub2e4.<\/p>\n<p>\ub098\ube44\ud0c0\uc2a4\ub294 \ub9e4\ucd9c\uc774 \uc804\ubd84\uae30 \ub300\ube44 18% \uc99d\uac00\ud574 860\ub9cc\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\ub2e4. 2\ubd84\uae30 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub294 \uc57d 1,000\ub9cc\ub2ec\ub7ec(\u00b150\ub9cc\ub2ec\ub7ec)\ub2e4.<\/p>\n<p>\ub098\uc2a4\ub2e5100\uc740 28,015\uc5d0 \ub9c8\uac10\ud588\ub2e4. \uae30\uc220\uc801(\ucc28\ud2b8 \uae30\ubc18)\uc73c\ub85c \uc5b8\uae09\ub41c \uac00\uaca9\ub300\ub294 28,200, 27,700, 27,592~27,822\uc774\uba70, \ucd94\uac00 \uc9c0\uc9c0\uc120(\ud558\ub77d \uc2dc \ub9e4\uc218 \uc720\uc785\uc774 \uae30\ub300\ub418\ub294 \uad6c\uac04)\uc740 27,300\uc120, 27,000\uc120, 26,400\uc120\uc73c\ub85c \uc81c\uc2dc\ub410\ub2e4. \uc18c\uc9c4(\uc0c1\uc2b9 \ud0c4\ub825 \uc57d\ud654) \uc2e0\ud638\ub85c\ub294 28,200 \ubd80\uadfc\uc758 \ucd94\uc138\uc120\uacfc, \uc2dc\uac04\ub2f9(1\uc2dc\uac04 \ub2e8\uc704) \uc624\uc2e4\ub808\uc774\ud130(\uac00\uaca9\uc758 \uacfc\uc5f4\u00b7\uce68\uccb4\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc5d0\uc11c\uc758 \uc57d\uc138 \ub2e4\uc774\ubc84\uc804\uc2a4(\uac00\uaca9\uc740 \uc624\ub974\ub294\ub370 \uc9c0\ud45c\ub294 \ubabb \uc624\ub974\ub294 \uc5c7\uac08\ub9bc), \uadf8\uc911 \uc2a4\ud1a0\uce90\uc2a4\ud2f1 RSI(\uc0c1\ub300\uac15\ub3c4\uc9c0\uc218 RSI\ub97c \ub2e4\uc2dc \ud655\ub960\ud615\uc73c\ub85c \uacc4\uc0b0\ud574 \uacfc\uc5f4 \uc5ec\ubd80\ub97c \ub354 \ubbfc\uac10\ud558\uac8c \ubcf4\ub294 \uc9c0\ud45c)\uac00 \uc5b8\uae09\ub410\ub2e4.<\/p>\n<p><b><a href=\"https:\/\/www.vtmarkets.com\/trade-now\/\">Create your live VT Markets account<\/a>\u00a0and\u00a0<a href=\"https:\/\/myaccount.vtmarkets.com\/login\">start trading<\/a>\u00a0now. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI \uc2e4\uc801 \uc5c7\uac08\ub9bc \uc18d AMD \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019, SMCI \ub9e4\ucd9c \ubbf8\uc2a4\uc5d0\ub3c4 \uac00\uc774\ub358\uc2a4 \uae0d\uc815, \ub098\ube44\ud0c0\uc2a4 \uc644\ub9cc \uc131\uc7a5. \uc2dc\uc120\uc740 \ub098\uc2a4\ub2e5100 \uac2d\uc0c1\uc2b9 \uc720\uc9c0 vs \uc7a5\uc911 \ubc18\ub0a9, 28,200 \uc800\ud56d\u00b727,700 \uc9c0\uc9c0\ub85c \uc774\ub3d9.<\/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-46315","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\/46315","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=46315"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46315\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}