{"id":50343,"date":"2026-06-26T13:52:36","date_gmt":"2026-06-26T13:52:36","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/ai-%ec%84%a4%eb%b9%84%ed%88%ac%ec%9e%90capex-%ea%b2%80%ec%a6%9d-%ea%b0%95%ed%99%94%eb%a1%9c-%ed%94%8c%eb%9e%ab%ed%8f%bc-%eb%b9%85%ed%85%8c%ed%81%ac%eb%b3%b4%eb%8b%a4-%ea%b3%b5%ea%b8%89%ec%97%85\/"},"modified":"2026-06-26T13:52:36","modified_gmt":"2026-06-26T13:52:36","slug":"ai-%ec%84%a4%eb%b9%84%ed%88%ac%ec%9e%90capex-%ea%b2%80%ec%a6%9d-%ea%b0%95%ed%99%94%eb%a1%9c-%ed%94%8c%eb%9e%ab%ed%8f%bc-%eb%b9%85%ed%85%8c%ed%81%ac%eb%b3%b4%eb%8b%a4-%ea%b3%b5%ea%b8%89%ec%97%85","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ai-%ec%84%a4%eb%b9%84%ed%88%ac%ec%9e%90capex-%ea%b2%80%ec%a6%9d-%ea%b0%95%ed%99%94%eb%a1%9c-%ed%94%8c%eb%9e%ab%ed%8f%bc-%eb%b9%85%ed%85%8c%ed%81%ac%eb%b3%b4%eb%8b%a4-%ea%b3%b5%ea%b8%89%ec%97%85\/","title":{"rendered":"AI \uc124\ube44\ud22c\uc790(Capex) \uac80\uc99d \uac15\ud654\ub85c \ud50c\ub7ab\ud3fc \ube45\ud14c\ud06c\ubcf4\ub2e4 \uacf5\uae09\uc5c5\uccb4 \uc120\ud638\u2026 \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\u2019 \ub9e4\ub9e4 \uc804\ub7b5 \uade0\uc5f4"},"content":{"rendered":"

\ub2e8\uc77c \ubc14\uc2a4\ucf13 \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7(Mag 7)\u2019 \ud2b8\ub808\uc774\ub4dc\uc758 \uc885\ub9d0<\/p>\n

\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\uc744 \ud558\ub098\uc758 \ubc14\uc2a4\ucf13\uc73c\ub85c \ubb36\uc5b4 \ub9e4\uc218\ud558\ub294 \ub2e8\uc21c \uc804\ub7b5\uc740 \ub354 \uc774\uc0c1 \uc791\ub3d9\ud558\uc9c0 \uc54a\ub294\ub2e4. \uc2dc\uc7a5\uc774 \uc77c\ubd80 \uc885\ubaa9\uc758 \ub300\uaddc\ubaa8 AI \uad00\ub828 \uc790\ubcf8\uc9c0\ucd9c(CAPEX)\uc744 \ubb38\uc81c \uc0bc\uc73c\uba74\uc11c \uadf8\ub8f9 \ub0b4 \uade0\uc5f4\uc774 \ub69c\ub837\ud574\uc9c0\uace0 \uc788\ub2e4. 2026\ub144 5\uc6d4 PCE \ubb3c\uac00\uac00 2.9%\ub85c \ucee8\uc13c\uc11c\uc2a4\ub97c \uc18c\ud3ed \uc0c1\ud68c\ud558\uc790, \uc2dc\uc7a5\uc758 \ucd08\uc810\uc740 \uc989\uac01\uc801\uc778 \ud604\uae08\ud750\ub984\uacfc \uc218\uc775\uc131\uc73c\ub85c \uae09\uaca9\ud788 \uc774\ub3d9\ud588\ub2e4.<\/p>\n

\ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c\ub294 \uc774\uc81c \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uc544\ub9c8\uc874 \uac19\uc740 \u2018AI \uc9c0\ucd9c\uc790(spenders)\u2019\uc5d0 \ub300\ud574 \uc635\uc158\uc73c\ub85c \ubcf4\ub2e4 \uc815\uad50\ud55c \uc2dc\uac01\uc744 \ud45c\ud604\ud560 \uc2dc\uc810\uc774\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc774 \uc218\ucc9c\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc790\ubcf8\uc9c0\ucd9c\uc744 \uc57d\uc18d\ud558\uba74\uc11c \uc8fc\uac00\uac00 \uc57d\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc73c\uba70, \ub450 \uc885\ubaa9 \ubaa8\ub450 \ucd5c\uadfc 200\uc77c \uc774\ub3d9\ud3c9\uade0\uc120\uc744 \ud558\ud5a5 \uc774\ud0c8\ud588\ub2e4. \uc2dc\uc7a5\uc774 \ucd5c\uc885 \uc131\uacfc\ubcf4\ub2e4 \u2018\uccad\uad6c\uc11c(\ube44\uc6a9)\u2019\ub97c \ub354 \uc6b0\ub824\ud558\ub294 \uad6d\uba74\uc5d0\uc11c, \ucd94\uac00 \ud558\ub77d\uc5d0 \ub300\ube44\ud55c \ud5e4\uc9c0 \uc218\ub2e8\uc73c\ub85c \ubcf4\ud638\uc801 \ud48b \ub9e4\uc218 \ub610\ub294 \ubca0\uc5b4\ub9ac\uc2dc \ud48b \uc2a4\ud504\ub808\ub4dc \uad6c\ucd95\uc774 \uc720\ud6a8\ud558\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n

\ubc18\ub300\ub85c \uc5d4\ube44\ub514\uc544\ucc98\ub7fc \u2018\uc218\ud45c\ub97c \ud604\uae08\ud654\ud558\ub294\u2019 \uacf5\uae09\uc5c5\uccb4\ub294 \ub2e4\ub978 \uc885\ub958\uc758 \ub09c\uc81c\ub97c \ub358\uc9c4\ub2e4. \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ubc15\uc2a4\uad8c \ud750\ub984\uc774\uc9c0\ub9cc, \ub0b4\uc7ac\ubcc0\ub3d9\uc131(IV)\uc740 55%\ub97c \uc0c1\ud68c\ud558\uba70 \ud604\uc7ac \ub9c8\uc9c4\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc744 \ubc18\uc601\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \uae30\uc874 \ub871 \ud3ec\uc9c0\uc158\uc5d0 \ucee4\ubc84\ub4dc\ucf5c\uc744 \ub9e4\ub3c4\ud574 \uc778\ucef4\uc744 \ucc3d\ucd9c\ud558\uac70\ub098, \ucf5c \uc2a4\ud504\ub808\ub4dc\ub85c \ubc18\ub3c4\uccb4 \uc139\ud130 \uc804\ubc18\uc5d0 \ub300\ud574 \uc190\uc2e4 \ud55c\ub3c4\uac00 \uc815\ud574\uc9c4 \uac15\uc138 \ubca0\ud305\uc744 \ud558\ub294 \uc804\ub7b5\uc774 \ub9e4\ub825\uc801\uc774\ub2e4.<\/p>\n

\uadf8\ub8f9 \ub0b4 \ub514\uc2a4\ud37c\uc804(\uc885\ubaa9 \uac04 \uc131\uacfc \ucc28) \ud655\ub300\ub294 \uba85\ud655\ud55c \uc0c1\ub300\uac00\uce58 \ubc0f \ud398\uc5b4 \ud2b8\ub808\uc774\ub529 \uae30\ud68c\ub97c \uc5f0\ub2e4. \uc608\ucee8\ub300 \uc720\ud2f8\ub9ac\ud2f0 \uc140\ub809\ud2b8 \uc139\ud130 SPDR \ud380\ub4dc(XLU)\ub294 \uc9c0\ub09c \ubd84\uae30 \ub098\uc2a4\ub2e5100\uc744 8% \uc0c1\ud68c\ud588\ub294\ub370, \uc774\ub294 \uc804\ub825 \uacf5\uae09\uc790 \ub4f1 AI \uad6c\ucd95(\ube4c\ub4dc\uc544\uc6c3)\uc758 \u2018\ud1b5\ud589\ub8cc \uc9d5\uc218\uc790(toll collectors)\u2019\ub85c \uc790\uae08\uc774 \uc774\ub3d9\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc6b0\ub9ac\ub294 \uc774\ub7ec\ud55c \ud750\ub984\uc758 \uc9c0\uc18d\uc5d0 \ubca0\ud305\ud558\uba70 \uc804\ub825\u00b7\uc778\ud504\ub77c \uc139\ud130\uc758 \uc218\ud61c\uc8fc\ub97c \ub871\uc73c\ub85c \uac00\uc838\uac00\ub418, \ud30c\uc0dd\uc0c1\ud488\uc744 \ud65c\uc6a9\ud574 \uc790\ubcf8\uc9d1\uc57d\uc801 AI \ud50c\ub7ab\ud3fc \uae30\uc5c5\uc744 \uc20f\uc73c\ub85c \uad6c\uc131\ud558\uace0 \uc788\ub2e4.<\/p>\n

\ubcc0\ub3d9\uc131 \uc790\uccb4\ub3c4 \uc790\uc0b0\uad70\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. Mag 7 \uc885\ubaa9 \uac04 \uad34\ub9ac\uac00 \ucee4\uc9c8\uc218\ub85d, \uc9c0\uc218 \ubcc0\ub3d9\uc131\uc774 \uc81c\ud55c\uc801\uc778 \uac00\uc6b4\ub370\uc5d0\uc11c\ub3c4 \uac1c\ubcc4 \uc885\ubaa9 \ubcc0\ub3d9\uc131\uc740 \uc0c1\uc2b9\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc774\ub294 \uac1c\ubcc4 \uc885\ubaa9\uc758 \uc6c0\uc9c1\uc784\uc744 \ubd84\ub9ac\ud574 \uc218\uc775\ud654\ud558\ub294 \uc804\ub7b5\uc5d0 \uc6b0\ud638\uc801\uc778 \ud658\uacbd\uc774\uba70, AI \uc218\uc775\ud654 \uacbd\ub85c\ub97c \uba85\ud655\ud788 \ud560 \uc218 \uc788\ub294 \uc2e4\uc801 \uc774\ubca4\ud2b8\uac00 \uc608\uc815\ub41c \uc885\ubaa9\uc5d0 \ub300\ud574 \ub871 \uc2a4\ud2b8\ub798\ub4e4 \uac19\uc740 \uc804\ub7b5\uc774 \uc801\ud569\ud558\ub2e4.<\/p>\n

\uc774\uc81c \uac01 \uae30\uc5c5\uc744 \ubcc4\uac1c\uc758 \uc2a4\ud1a0\ub9ac\ub85c \ub2e4\ub8e8\ub294 \uac83\uc774 \uc911\uc694\ud558\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc54c\ud30c\ubcb3\uc740 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc218\uc775\ud654 \uacbd\ub85c\uac00 \ubcf4\ub2e4 \uba85\ud655\ud574 \uba54\ud0c0\ubcf4\ub2e4 \uae30\uc220\uc801\uc73c\ub85c \uacac\uc870\ud55c \ubaa8\uc2b5\uc774\ub2e4. \ubc18\uba74 \uba54\ud0c0\ub294 \ub113\uc740 \ub808\uc778\uc9c0\uc5d0 \uac07\ud600 \uc788\ub2e4. \ub530\ub77c\uc11c \uc54c\ud30c\ubcb3\uc5d0\ub294 \uac15\uc138 \ud3ec\uc9c0\uc158\uc744 \uad6c\uc870\ud654\ud558\ub294 \ud55c\ud3b8, \uba54\ud0c0\uc5d0\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc218\ucde8\ub97c \ub178\ub9ac\ub294 \uc544\uc774\uc5b8 \ucf58\ub3c4\uc5b4 \ub4f1 \uc911\ub9bd\uc801 \ub808\uc778\uc9c0 \uc804\ub7b5\uc744 \uc120\ud638\ud55c\ub2e4.<\/p>\n

AI \ud2b8\ub808\uc774\ub4dc\uac00 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uacf5\uae09\uc5c5\uccb4\ub85c \uc774\ub3d9\ud558\uba70 Mag 7 \ubd84\uc5f4<\/p>\n

AI \uc0ac\uc774\ud074\uc774 \ud50c\ub7ab\ud3fc \uac70\uc778\uc5d0\uc11c \ucef4\ud4e8\ud2b8\ub97c \ud310\ub9e4\ud558\ub294 \uacf5\uae09\ub9dd\uc73c\ub85c \uad00\uc2ec\uc744 \uc62e\uae30\uba74\uc11c \u2018Mag 7\u2019 \ud2b8\ub808\uc774\ub4dc\ub294 \ubd84\uc808\ud654\ub418\uace0 \uc788\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc544\ub9c8\uc874, \uc54c\ud30c\ubcb3, \uba54\ud0c0\ub294 \ub354 \uc774\uc0c1 \u2018\uc190\uc26c\uc6b4 \ubcf5\ub9ac \uc131\uc7a5\uc8fc\u2019\ub85c \ucde8\uae09\ub418\uae30\ubcf4\ub2e4, GPU\u00b7\uba54\ubaa8\ub9ac\u00b7\ub370\uc774\ud130\uc13c\ud130\u00b7\uc804\ub825 \uacc4\uc57d\u00b7\uae08\uc735\ub9ac\uc2a4 \ub4f1\uc5d0 \uc790\uae08\uc744 \uc3df\uc544\ubd93\ub294 \uc790\ubcf8\uc9d1\uc57d\uc801 \uad6c\ucd95\uc790(builder)\ub85c \ud3c9\uac00\ub418\uace0 \uc788\ub2e4. \ubc18\uba74 \uc5d4\ube44\ub514\uc544\uc640 \uae30\ud0c0 \ubc18\ub3c4\uccb4\u00b7\uc778\ud504\ub77c \uacf5\uae09\uc5c5\uccb4\ub294 \ub2e8\uae30 \ud604\uae08\ud750\ub984\uc744 \ud3ec\ucc29\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub17c\uc810\uc740 AI \uc218\uc694\uc758 \uc874\uc7ac \uc5ec\ubd80\uc5d0\uc11c \u2018\ub204\uac00 \uba3c\uc800 \ub3c8\uc744 \ubc1b\ub294\uac00\u2019, \uadf8\ub9ac\uace0 \ub354 \ubb34\uac70\uc6cc\uc9c4 \uc7ac\ubb34\uad6c\uc870\uc640 \uc57d\ud574\uc9c4 \ud604\uae08 \uc804\ud658\uc744 \uac10\uc218\ud560 \ub9cc\ud07c \uc218\uc775\ub960\uc774 \uc815\ub2f9\ud654\ub418\ub294\uac00\ub85c \uc774\ub3d9\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc790\ubcf8\uc9c0\ucd9c \uacc4\ud68d\uc774 \uc774\ub7ec\ud55c \uade0\uc5f4\uc744 \ubd80\uac01\ud55c\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 2026\ub144 CAPEX\uac00 \uc57d 1,900\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc2dc\uc0ac\ud558\uace0, \uc544\ub9c8\uc874\uc740 \uc57d 2,000\uc5b5 \ub2ec\ub7ec\ub97c \uc608\uc0c1\ud55c\ub2e4. \uc54c\ud30c\ubcb3\uc740 \uac00\uc774\ub358\uc2a4 \ubc94\uc704\ub97c 1,800\uc5b5~1,900\uc5b5 \ub2ec\ub7ec\ub85c \uc0c1\ud5a5\ud588\uc73c\uba70, \uba54\ud0c0\ub294 1,250\uc5b5~1,450\uc5b5 \ub2ec\ub7ec\ub97c \ubaa9\ud45c\ub85c \ud55c\ub2e4. \ub124 \uae30\uc5c5 \ud569\uc0b0\uc740 \uc5f0\uac04 \uc57d 7,000\uc5b5 \ub2ec\ub7ec\uc758 \uc9c0\ucd9c\uc744 \uc758\ubbf8\ud55c\ub2e4. \uae30\uc220\uc801 \ub808\ubca8\uc5d0\uc11c\ub3c4 \ub514\uc2a4\ud37c\uc804\uc774 \ub098\ud0c0\ub09c\ub2e4. \uc560\ud50c\uc740 270\ub2ec\ub7ec \uc9c0\uc9c0\uc120\uc73c\ub85c \ubc00\ub824\uac00\ub294 \ud750\ub984\uc774\uba70, \uc544\ub9c8\uc874\uc740 200\uc77c \uc774\ub3d9\ud3c9\uade0\uc120 \uc544\ub798\uc5d0\uc11c 220\ub2ec\ub7ec\uac00 \ucd08\uc810\uc774\ub2e4. \uba54\ud0c0\ub294 520\ub2ec\ub7ec \ubd80\uadfc\uc5d0 \ubb36\uc5ec \uc788\uace0, \uc54c\ud30c\ubcb3\uc740 200\uc77c \uc774\ub3d9\ud3c9\uade0\uc120 \uc704\ub97c \uc720\uc9c0\ud558\ub294 \ubc18\uba74, \uc5d4\ube44\ub514\uc544\ub294 \uc218\uac1c\uc6d4 \uc804\uacfc \uc720\uc0ac\ud55c \ub808\ubca8\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\ub2e4. \uace8\ub4dc\ub9cc\uc758 \ud3ec\uc9c0\uc154\ub2dd \ubd84\uc11d\uc740 Mag 7 \uc775\uc2a4\ud3ec\uc800\uc5d0\uc11c \ud22c\ub9e4(\uce90\ud53c\ud2a4\ub808\uc774\uc158) \uc870\uc9d0\uc774 \uc2a4\uba70\ub4dc\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub098 \uc77c\ubd80 \uad6c\uac04\uc5d0\uc11c\ub294 \uc704\ud5d8\ub300\ube44 \ubcf4\uc0c1\uc774 \uac1c\uc120\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud558\uc9c0\ub9cc, \u2018\ub2e8\uc77c \ubc14\uc2a4\ucf13\u2019 \ud50c\ub808\uc774\ub85c\uc758 \ubcf5\uadc0\ub97c \uc758\ubbf8\ud558\uc9c4 \uc54a\ub294\ub2e4.<\/p>\n\n\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

\u201c\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b87 \ubc14\uc2a4\ucf13 \ub9e4\uc218\u201d \ub05d\ub0ac\ub2e4. AI CAPEX \ubd80\ub2f4\uc5d0 \ud50c\ub7ab\ud3fc\uc8fc(MS\u00b7AMZN) \ud754\ub4e4\ub9ac\uace0, \ud604\uae08\ud750\ub984\u00b7\uc218\uc775\uc131 \uc120\ud638\ub85c \uacf5\uae09\ub9dd(NVDA) \uac15\uc138. \ub514\uc2a4\ud37c\uc804 \ud655\ub300 \uc18d \uc635\uc158\u00b7\ud398\uc5b4\ud2b8\ub808\uc774\ub529\uc774 \uc0c8 \ubb34\uae30.<\/p>\n","protected":false},"author":87,"featured_media":50174,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50343","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/50343","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=50343"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50343\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50174"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50343"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50343"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}