{"id":47301,"date":"2026-05-22T10:00:45","date_gmt":"2026-05-22T10:00:45","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-%eb%a7%a4%ec%b6%9c-%ea%b8%89%ec%a6%9d%ec%9c%bc%eb%a1%9c-%eb%a7%a4%ec%b6%9c-816%ec%96%b5%eb%8b%ac%eb%9f%ac\/"},"modified":"2026-05-22T10:00:45","modified_gmt":"2026-05-22T10:00:45","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-%eb%a7%a4%ec%b6%9c-%ea%b8%89%ec%a6%9d%ec%9c%bc%eb%a1%9c-%eb%a7%a4%ec%b6%9c-816%ec%96%b5%eb%8b%ac%eb%9f%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-%eb%a7%a4%ec%b6%9c-%ea%b8%89%ec%a6%9d%ec%9c%bc%eb%a1%9c-%eb%a7%a4%ec%b6%9c-816%ec%96%b5%eb%8b%ac%eb%9f%ac\/","title":{"rendered":"\uc5d4\ube44\ub514\uc544, \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \uae09\uc99d\uc73c\ub85c \ub9e4\ucd9c 816\uc5b5\ub2ec\ub7ec \u2018\uc0ac\uc0c1 \ucd5c\ub300\u2019\u2026\uac15\uc138 \uc635\uc158 \ubca0\ud305 \ud655\uc0b0"},"content":{"rendered":"<p>\uc5d4\ube44\ub514\uc544\ub294 \uc778\uacf5\uc9c0\ub2a5(AI)\uc6a9 \ud558\ub4dc\uc6e8\uc5b4(\uc8fc\ub85c AI \uc5f0\uc0b0\uc5d0 \ud2b9\ud654\ub41c \uce69) \uc218\uc694\uac00 \uc774\uc5b4\uc9c0\uba74\uc11c \uc774\ub978\ubc14 \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7(Mag 7)\u2019 \uc2e4\uc801 \uc2dc\uc98c\uc744 \ub610 \ud55c \ubc88\uc758 \uace0\uc131\uc7a5 \ubd84\uae30\ub85c \ub9c8\ubb34\ub9ac\ud588\ub2e4. \ud68c\uc0ac\ub294 \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS\u00b7\uc77c\ud68c\uc131 \uc694\uc778\uc744 \uc81c\uc678\ud574 \ubcf8\uc5c5 \uc2e4\uc801\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc8fc\ub2f9 \uc774\uc775)\uc774 1.87\ub2ec\ub7ec\ub85c \uc804\ub144 \ub300\ube44 2\ubc30 \uc774\uc0c1 \ub298\uc5c8\uace0, \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 85% \uc99d\uac00\ud55c 816\uc5b5\ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n<p>\ud575\uc2ec \uc131\uc7a5\ub3d9\ub825\uc740 \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38\uc774\uc5c8\ub2e4. \ub9e4\ucd9c\uc740 752\uc5b5\ub2ec\ub7ec\ub85c \uc5ed\uc2dc \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\uace0, \uc804\ub144 \ub3d9\uae30 \ub300\ube44 92% \uc99d\uac00\ud588\ub2e4. \uc774\ub294 GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58\u00b7\ub300\uaddc\ubaa8 \ubcd1\ub82c \uc5f0\uc0b0\uc5d0 \uac15\ud574 AI \ud559\uc2b5\uacfc \ucd94\ub860\uc5d0 \ub110\ub9ac \uc4f0\uc774\ub294 \uce69) \uc218\uc694\uac00 \uacc4\uc18d \ub4b7\ubc1b\uce68\ub41c \uacb0\uacfc\ub2e4. \uc774\ubc88 \uc5c5\ub370\uc774\ud2b8\uc5d0\uc11c\ub294 \ud604 \ud68c\uacc4\uc5f0\ub3c4\uc640 \ub2e4\uc74c \ud68c\uacc4\uc5f0\ub3c4\uc758 EPS \uc804\ub9dd\uce58\uac00 \uc0c1\ud5a5 \uc870\uc815\ub418\uace0 \uc788\ub2e4\ub294 \uc810\ub3c4 \uc5b8\uae09\ub410\ub2e4. \uc8fc\uc2dd\uc740 \uc790\ud06c\uc2a4(Zacks) \ub7ad\ud06c #2(\ub9e4\uc218\u00b7\uc2e4\uc801 \uc804\ub9dd\uacfc \uac00\uaca9 \ud750\ub984 \ub4f1\uc744 \uc885\ud569\ud55c \ub4f1\uae09)\ub85c \ubd84\ub958\ub3fc \uc788\ub2e4.<\/p>\n<h3>Record-Breaking Data Center Growth Drives Outlook<\/h3>\n<p>\uc774 \uac19\uc740 \uae30\ub85d\uc801 \uc2e4\uc801\uc744 \ud655\uc778\ud55c \ub9cc\ud07c, \uc8fc\uac00\uc758 \ubc29\ud5a5\uc131\ub3c4 \ube44\uad50\uc801 \ub69c\ub837\ud558\ub2e4\uace0 \ubcf8\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38\uc758 92% \uc131\uc7a5\uc740 AI \uc778\ud504\ub77c(\ub370\uc774\ud130\uc13c\ud130, \uc11c\ubc84, \ub124\ud2b8\uc6cc\ud06c, AI \uce69 \ub4f1 AI \uc11c\ube44\uc2a4\ub97c \ub3cc\ub9ac\uae30 \uc704\ud55c \uae30\ubc18 \uc124\ube44) \ud22c\uc790\uac00 \uaebe\uc774\uc9c0 \uc54a\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \uc774\ub7f0 \uae30\ucd08 \uccb4\ub825\uc740 \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \uc8fc\uac00\uc5d0 \uc6b0\ud638\uc801\uc73c\ub85c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<p>\uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4 \uc5d4\ube44\ub514\uc544 \uc635\uc158(\ud2b9\uc815 \uac00\uaca9\uc5d0 \uc8fc\uc2dd\uc744 \uc0b4 \uc218 \uc788\ub294 \uad8c\ub9ac\uc778 \ucf5c, \ud314 \uc218 \uc788\ub294 \uad8c\ub9ac\uc778 \ud48b)\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \uc8fc\uac00 \ubcc0\ub3d9 \uae30\ub300\uce58)\uc774 \ud06c\uac8c \ub0ae\uc544\uc84c\ub2e4. \ubc1c\ud45c \uc804 75%\ub97c \uc6c3\ub3cc\ub358 \uc218\uc900\uc5d0\uc11c \ud604\uc7ac 48% \uc548\ud30e\uc73c\ub85c \ub0b4\ub824\uc654\ub2e4. \uc2e4\uc801 \uc774\ud6c4 \ubcc0\ub3d9\uc131 \ud558\ub77d(\u2018\ubcfc\ub798\ud2f8\ub9ac\ud2f0 \ud06c\ub7ec\uc2dc\u2019\u00b7\uc2e4\uc801 \uc774\ubca4\ud2b8\uac00 \uc9c0\ub098\uba70 \uc635\uc158 \uac00\uaca9\uc744 \ubd80\ud480\ub9ac\ub358 \ubd88\ud655\uc2e4\uc131\uc774 \uc904\uc5b4\ub4dc\ub294 \ud604\uc0c1)\uc73c\ub85c \uc635\uc158 \uac00\uaca9(\ud504\ub9ac\ubbf8\uc5c4\u00b7\uc635\uc158\uc744 \uc0ac\uae30 \uc704\ud574 \uc9c0\ubd88\ud558\ub294 \uac12)\uc774 \ub0ae\uc544\uc9c0\uba74, \uc635\uc158\uc744 \ud314\uae30\ubcf4\ub2e4 \uc0ac\ub294 \uc804\ub7b5\uc774 \uc0c1\uc2b9 \ud750\ub984\uc744 \ub178\ub9ac\uae30\uc5d0 \uc720\ub9ac\ud574\uc9c8 \uc218 \uc788\ub2e4. \ud504\ub9ac\ubbf8\uc5c4\uc774 \ub0ae\uc744\uc218\ub85d \uac19\uc740 \uae08\uc561\uc73c\ub85c \ub354 \ud070 \ub178\ucd9c(\ub808\ubc84\ub9ac\uc9c0\u00b7\uc791\uc740 \ube44\uc6a9\uc73c\ub85c \ub354 \ud070 \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ubca0\ud305\ud558\ub294 \ud6a8\uacfc)\uc744 \ub9cc\ub4e4 \uc218 \uc788\ub2e4.<\/p>\n<h3>Market Sentiment and Options Strategies<\/h3>\n<p>\uc2dc\uc7a5 \ud658\uacbd\ub3c4 \uc774\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4. \ub098\uc2a4\ub2e5100 \uc9c0\uc218\ub294 \uc774\ub2ec 3.5% \uc0c1\uc2b9\ud588\uace0, \uae30\uc220 \uc9c0\ucd9c \uc804\ub9dd\ub3c4 \uacac\uc870\ud558\ub2e4. \ucd5c\uadfc \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 2026\ub144 \ud558\ubc18\uae30 \uae30\uc5c5\ub4e4\uc758 AI \ud22c\uc790 \uc57d\uc18d(\ud5a5\ud6c4 \uc9d1\ud589\uc744 \uc804\uc81c\ub85c \ud55c \uc608\uc0b0\u00b7\uacc4\uc57d \ub4f1)\uc774 \uc774\ubbf8 \uc804\ub144 \ub300\ube44 15% \ub192\ub2e4. \uc774\ub7f0 \uac70\uc2dc \ud658\uacbd\uc740 \uc5d4\ube44\ub514\uc544 \uc81c\ud488 \uc218\uc694 \uae30\ubc18\uc774 \ube44\uad50\uc801 \ud0c4\ud0c4\ud558\ub2e4\ub294 \uc810\uc744 \ud655\uc778\ud574\uc900\ub2e4.<\/p>\n<p>\uc774\uc5d0 \ub530\ub77c \uc6b0\ub9ac\ub294 2026\ub144 6\uc6d4 \ub9d0\uacfc 7\uc6d4 \ub9cc\uae30\uc758 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ub0ae\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc744 \ub9e4\uc218\ud558\uace0, \ub354 \ub192\uc740 \ud589\uc0ac\uac00\uc758 \ucf5c\uc744 \ub9e4\ub3c4\ud574 \ube44\uc6a9\uc744 \uc904\uc774\ub294 \ub300\uc2e0 \uc218\uc775 \uc0c1\ub2e8\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub7b5)\ub97c \ub9e4\uc218\ud574 \uc608\uc0c1\ub418\ub294 \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc744 \uc81c\ud55c\ub41c \uc704\ud5d8(\ucd5c\ub300 \uc190\uc2e4\uc774 \ud504\ub9ac\ubbf8\uc5c4 \uc218\uc900\uc73c\ub85c \ud1b5\uc81c\ub418\ub294 \uad6c\uc870)\uc73c\ub85c \ub178\ub9ac\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud55c\ub2e4. \ub610 \ub2e4\ub978 \ub300\uc548\uc73c\ub85c\ub294 \uc678\uac00\uaca9 \ud48b(\ud604\uc7ac \uc8fc\uac00\ubcf4\ub2e4 \ub0ae\uc740 \ud589\uc0ac\uac00\uc758 \ud48b) \ub9e4\ub3c4\ub97c \ud1b5\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uc804\ub7b5\uc744 \uc120\ud638\ud55c\ub2e4. \uc774\ub294 \ubcc0\ub3d9\uc131\uc774 \uc2dc\uc7a5 \ud3c9\uade0 \ub300\ube44 \uc5ec\uc804\ud788 \ub192\uc740 \uc810\uc744 \ud65c\uc6a9\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \ub2e4\ub9cc \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\ub4e4\uc758 \uc124\ube44\ud22c\uc790(Capex\u00b7\ub370\uc774\ud130\uc13c\ud130\/\uc11c\ubc84\/\uce69 \uad6c\ub9e4 \ub4f1 \ub300\uaddc\ubaa8 \ud22c\uc790) \uacc4\ud68d \ubcc0\ud654\ub294 \uc911\uc694\ud55c \uc120\ud589 \uc9c0\ud45c\ub85c\uc11c \uc9c0\uc18d \uc810\uac80\uc774 \ud544\uc694\ud558\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cAI \ub300\uc7a5\uc8fc \ub610 \ud130\uc84c\ub2e4\u201d \uc5d4\ube44\ub514\uc544, EPS 1.87\ub2ec\ub7ec\u00b7\ub9e4\ucd9c 816\uc5b5\ub2ec\ub7ec \uc0ac\uc0c1 \ucd5c\ub300. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c 92% \uae09\uc99d\uc774 \uacac\uc778. \uc2e4\uc801 \ud6c4 \ubcc0\ub3d9\uc131 \ud558\ub77d\uc73c\ub85c \ucf5c\uc2a4\ud504\ub808\ub4dc\u00b7\ud48b\ub9e4\ub3c4 \uc804\ub7b5 \ubd80\uac01, CAPEX \ubcc0\uc218 \uc810\uac80.<\/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-47301","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\/47301","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=47301"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47301\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47301"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47301"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}