{"id":51139,"date":"2026-07-09T14:37:33","date_gmt":"2026-07-09T14:37:33","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-ai-%ed%85%8c%eb%a7%88-%eb%a1%9c%ed%85%8c%ec%9d%b4%ec%85%98%ec%97%90-%eb%94%b0%eb%a5%b8-%eb%b0%b8%eb%a5%98%ec%97%90%ec%9d%b4%ec%85%98-%eb%a6%ac%ec%85%8b-%ec%86%8d\/"},"modified":"2026-07-09T14:37:33","modified_gmt":"2026-07-09T14:37:33","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-ai-%ed%85%8c%eb%a7%88-%eb%a1%9c%ed%85%8c%ec%9d%b4%ec%85%98%ec%97%90-%eb%94%b0%eb%a5%b8-%eb%b0%b8%eb%a5%98%ec%97%90%ec%9d%b4%ec%85%98-%eb%a6%ac%ec%85%8b-%ec%86%8d","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-ai-%ed%85%8c%eb%a7%88-%eb%a1%9c%ed%85%8c%ec%9d%b4%ec%85%98%ec%97%90-%eb%94%b0%eb%a5%b8-%eb%b0%b8%eb%a5%98%ec%97%90%ec%9d%b4%ec%85%98-%eb%a6%ac%ec%85%8b-%ec%86%8d\/","title":{"rendered":"\uc5d4\ube44\ub514\uc544, AI \ud14c\ub9c8 \ub85c\ud14c\uc774\uc158\uc5d0 \ub530\ub978 \ubc38\ub958\uc5d0\uc774\uc158 \ub9ac\uc14b \uc18d \ubc18\ub4f1"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeOWQzODQxZTg4NTg5ODc1MWUzNGYxZGI4M2IxMzUwNjJfbWR6Q2ZmaUdiWWU5aDc1ckNERFc1UjBnZG9yTzJQS2dfVG9rZW46RUNYY2Jlc1lwb1NVWTN4ZnZwRmxPakxJZ2NiXzE3ODM1NjU1Njg6MTc4MzU2OTE2OF9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5d4\ube44\ub514\uc544\uc758 <strong>\uc120\ud589 PER(Forward P\/E\u00b7\ud5a5\ud6c4 12\uac1c\uc6d4 \uc608\uc0c1 \uc774\uc775 \uae30\uc900 \uc8fc\uac00\uc218\uc775\ube44\uc728)<\/strong>\uc774 22.22\ubc30\ub85c \ud558\ub77d\ud558\uba70 2019\ub144 \uc774\ud6c4 \ucd5c\uc800 \uc218\uc900\ub300\ub85c \ub0b4\ub824\uc654\ub2e4.<\/li>\n\n\n\n<li>\uac00\uce58\ud3c9\uac00(\ubc38\ub958\uc5d0\uc774\uc158) \uc870\uc815\uc740 \uc5d4\ube44\ub514\uc544\uac00 <strong>2026\ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c 2,159\uc5b5\ub2ec\ub7ec<\/strong>(\uc804\ub144 \ub300\ube44 +65%)\ub97c \uae30\ub85d\ud55c \uac00\uc6b4\ub370 \ub098\ud0c0\ub0ac\ub2e4.<\/li>\n\n\n\n<li>NVDA\ub294 AMD\uc640 \uc778\ud154\ubcf4\ub2e4 \uc120\ud589 PER\uc774 \ub0ae\uc9c0\ub9cc, \ub9e4\ucd9c \uaddc\ubaa8\ub294 \ud6e8\uc52c \ud06c\ub2e4.<\/li>\n\n\n\n<li>\ud22c\uc790\uc790\ub4e4\uc740 \u2018AI \uc218\ud61c\uc8fc\u2019 \uc548\uc5d0\uc11c \uc885\ubaa9\uc744 \uc62e\uaca8 \ud0c0\uba70, <strong>GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58\u00b7AI \ud559\uc2b5\uc5d0 \uc8fc\ub85c \uc4f0\uc774\ub294 \uc5f0\uc0b0\uce69)<\/strong>\uc5d0\uc11c <strong>CPU(\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\u00b7\uc11c\ubc84\uc758 \uae30\ubcf8 \uc5f0\uc0b0\uce69)<\/strong>, <strong>\uba54\ubaa8\ub9ac(\uc800\uc7a5\u00b7\ucc98\ub9ac \uc18d\ub3c4\uc5d0 \uc911\uc694\ud55c \ubc18\ub3c4\uccb4)<\/strong>, <strong>\uc2a4\ud1a0\ub9ac\uc9c0(\ub370\uc774\ud130 \uc800\uc7a5\uc7a5\uce58\u00b7SSD \ub4f1)<\/strong>\ub85c \uad00\uc2ec\uc744 \ub113\ud788\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li>NVDA \uc77c\ubd09 \ucc28\ud2b8\ub294 \uc8fc\uac00\uac00 204\ub2ec\ub7ec \ubd80\uadfc\uc73c\ub85c \ubc18\ub4f1\ud588\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ub2e8\uae30 \uc800\ud56d\uc740 205.20\ub2ec\ub7ec, \uc9c0\uc9c0\uc120\uc740 200\ub2ec\ub7ec\uc5d0 \uac00\uae5d\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \uc0ac\uc0c1 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \uc774\uc5b4\uac00\uace0 \uc788\uc9c0\ub9cc, \uc8fc\uac00\ub97c \ud3c9\uac00\ud558\ub294 \ubc30\uc218\ub294 \uc218\ub144\ub798 \ucd5c\uc800 \uad6c\uac04\uc73c\ub85c \ub0b4\ub824\uc654\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc774 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc758 \uc120\ud589 PER\uc740 22.22\ubc30\uae4c\uc9c0 \ud558\ub77d\ud588\ub2e4. \uc774\ub294 \uc5d4\ube44\ub514\uc544\uac00 AI \uc218\ud61c\uc8fc\ub85c \uae09\ubd80\uc0c1\ud558\uae30 \uc804\uc778 2019\ub144 \ubb34\ub835\uc758 \uac00\uce58\ud3c9\uac00 \uad6c\uac04\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The relative price of <a href=\"https:\/\/x.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> stock has dropped to levels the company hasn&#39;t seen since at least 2019 \u2014 well before it became an AI darling. <a href=\"https:\/\/t.co\/7WWvFiUrmi\">https:\/\/t.co\/7WWvFiUrmi<\/a> <a href=\"https:\/\/t.co\/uAGGE7ut6K\">pic.twitter.com\/uAGGE7ut6K<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2074929121528877184?ref_src=twsrc%5Etfw\">July 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ubc30\uc218 \ud558\ub77d\uc740 \ub9e4\ucd9c \ubd80\uc9c4 \ub54c\ubb38\uc774 \uc544\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 2026\ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c 2,159\uc5b5\ub2ec\ub7ec(\uc804\ub144 \ub300\ube44 +65%)\ub97c \uae30\ub85d\ud588\uace0, 4\ubd84\uae30 \ub9e4\ucd9c\ub3c4 681\uc5b5\ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\ub300\ub97c \uc37c\ub2e4.<\/p>\n\n\n\n<p>\ud575\uc2ec\uc740 \u2018\uc2e4\uc801 \ud655\ub300\u2019\uc640 \u2018\ubc38\ub958\uc5d0\uc774\uc158 \ucd95\uc18c(\uba40\ud2f0\ud50c \uc555\ucd95\u00b7\uac19\uc740 \uc774\uc775 \ub300\ube44 \uc8fc\uac00\uac00 \uc8fc\ub294 \ud604\uc0c1)\u2019\uac00 \ub3d9\uc2dc\uc5d0 \uc77c\uc5b4\ub0ac\ub2e4\ub294 \uc810\uc774\ub2e4. \ud22c\uc790\uc790\ub4e4\uc774 AI \ud22c\uc790 \uc0ac\uc774\ud074\uc758 \ub2e4\uc74c \uad6d\uba74\uc744 \ub530\uc9c0\uba74\uc11c \uc5d4\ube44\ub514\uc544\uc5d0 \uc8fc\ub358 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub0ae\ucd94\ub294 \ud750\ub984\uc774 \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">It&#39;s been a rough couple of months for <a href=\"https:\/\/x.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a>. <a href=\"https:\/\/t.co\/7WWvFiUrmi\">https:\/\/t.co\/7WWvFiUrmi<\/a> <a href=\"https:\/\/t.co\/JX8BWQMgcr\">pic.twitter.com\/JX8BWQMgcr<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2074935079663542276?ref_src=twsrc%5Etfw\">July 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774\ub294 \uc5d4\ube44\ub514\uc544 \uc131\uc7a5\uc131\uc774 \ubb34\ub108\uc84c\ub2e4\uae30\ubcf4\ub2e4, AI \uad00\ub828\uc8fc \ub0b4\ubd80\uc5d0\uc11c \uc790\uae08\uc774 \uc774\ub3d9(\ub85c\ud14c\uc774\uc158)\ud558\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud2b8\ub808\uc774\ub354\ub4e4\uc774 NVDA\ub97c \uc8fc\uc2dc\ud558\ub294 \uc774\uc720<\/h2>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 <strong>AI \uc778\ud504\ub77c(\ub370\uc774\ud130\uc13c\ud130\u00b7\uc11c\ubc84\u00b7\ub124\ud2b8\uc6cc\ud06c \ub4f1 AI \uad6c\ub3d9\uc5d0 \ud544\uc694\ud55c \uae30\ubc18)<\/strong>\uc758 \ud575\uc2ec\uc774\ub2e4. \uc5d4\ube44\ub514\uc544 <strong>GPU<\/strong>\ub294 \ub370\uc774\ud130\uc13c\ud130, <strong>\ub300\ud615\uc5b8\uc5b4\ubaa8\ub378(LLM\u00b7\ubc29\ub300\ud55c \ud14d\uc2a4\ud2b8\ub85c \ud559\uc2b5\ud55c \uc0dd\uc131\ud615 AI \ubaa8\ub378)<\/strong> \ud559\uc2b5, <strong>\uace0\uc131\ub2a5\ucef4\ud4e8\ud305(HPC\u00b7\ub300\uaddc\ubaa8 \uc5f0\uc0b0\uc774 \ud544\uc694\ud55c \ucef4\ud4e8\ud305)<\/strong>\uc5d0 \ub110\ub9ac \uc4f0\uc778\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\ub9cc AI \uc778\ud504\ub77c \uad6c\ucd95 \ucd08\uae30\uc640 \ub2ec\ub9ac \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 \ub113\uc5b4\uc84c\ub2e4.<\/p>\n\n\n\n<p>\ucd08\uae30\uc5d0\ub294 GPU \uc218\uc694\uac00 \ud22c\uc790 \ub17c\ub9ac\uc758 \uc911\uc2ec\uc774\uc5c8\ub2e4. \uc774\ud6c4\uc5d0\ub294 \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc774 \uc790\uccb4 \uc124\uacc4\ud55c <strong>\ub9de\ucda4\ud615 \uce69(\ucee4\uc2a4\ud140 \uce69\u00b7\ud2b9\uc815 \uc6a9\ub3c4\uc5d0 \ucd5c\uc801\ud654\ud55c \uc790\uccb4 \uce69)<\/strong>\uc774 \uacbd\uc7c1 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4\ub294 \uc2dc\uac01\uc774 \ucee4\uc84c\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc\uc5d0\ub294 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc5d0 \uac04\uc811\uc801\uc73c\ub85c \uc5f0\uacb0\ub41c CPU, \uba54\ubaa8\ub9ac, \uc2a4\ud1a0\ub9ac\uc9c0 \uae30\uc5c5\uc73c\ub85c\ub3c4 \uad00\uc2ec\uc774 \uc774\ub3d9\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub7f0 \ub85c\ud14c\uc774\uc158\uc740 \uc5d4\ube44\ub514\uc544\uc758 \uac00\uce58\ud3c9\uac00 \ubc29\uc2dd\uc5d0\ub3c4 \uc601\ud5a5\uc744 \uc900\ub2e4. \ub9e4\ucd9c\uc774 \ub298\uc5b4\ub3c4, AI \uacf5\uae09\ub9dd(\uce69\u00b7\uc11c\ubc84\u00b7\uba54\ubaa8\ub9ac\u00b7\uc800\uc7a5\uc7a5\uce58 \ub4f1) \ub2e4\ub978 \uad6c\uac04\uc5d0\uc11c \ub354 \ube60\ub978 \uc0c1\uc2b9 \uc5ec\ub825\uc774 \uc788\ub2e4\uace0 \ud310\ub2e8\ub418\uba74 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \uc555\ubc15\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud575\uc2ec \uc9c8\ubb38\uc740 \uc5d4\ube44\ub514\uc544\uc758 \ub0ae\uc544\uc9c4 \ubc30\uc218\uac00 \uc131\uc7a5 \uc6b0\ub824\ub97c \ubc18\uc601\ud55c \uac83\uc778\uc9c0, AI \ub7a0\ub9ac \uc774\ud6c4\uc758 \uc77c\uc2dc\uc801 \uc7ac\ud3c9\uac00\uc778\uc9c0\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544, \uc8fc\uc694 \uacbd\uc7c1\uc0ac\ubcf4\ub2e4 \uc120\ud589 PER \ub0ae\uc544<\/h3>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\uc758 \uc120\ud589 PER 22.22\ubc30\ub294 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uae30\uc5c5\ubcf4\ub2e4 \ub0ae\uc740 \uc218\uc900\uc774\ub2e4.<\/p>\n\n\n\n<p>AMD\ub294 \uc120\ud589 PER 73.53\ubc30, \uc778\ud154\uc740 136.99\ubc30\ub85c \uac70\ub798\ub410\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\ub9cc \uc774 \ube44\uad50\ub9cc\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uac00 \u2018\uc800\ud3c9\uac00\u2019\ub77c\uace0 \ub2e8\uc815\ud560 \uc218\ub294 \uc5c6\ub2e4. \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub9c8\ub2e4 \uc2e4\uc801 \uc0ac\uc774\ud074, \uc218\uc775\uc131(\ub9c8\uc9c4), \uc131\uc7a5 \uae30\ub300, \uc2e4\uc801 \ubc18\ub4f1(\ud134\uc5b4\ub77c\uc6b4\ub4dc) \uae30\ub300\uac00 \ub2e4\ub974\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n\n\n\n<p>\uadf8\ub7fc\uc5d0\ub3c4 \uc5d4\ube44\ub514\uc544\uc758 \uac00\uce58\ud3c9\uac00\uac00 \uc904\uc5b4\ub4e0 \uac83\uc740 \ubd84\uba85\ud558\ub2e4. \ub9e4\ucd9c \uaddc\ubaa8\ub294 AMD\uc640 \uc778\ud154\ubcf4\ub2e4 \ud6e8\uc52c \ud06c\ub2e4.<\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\uc758 2026\ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c\uc740 2,159\uc5b5\ub2ec\ub7ec\ub2e4. \uac19\uc740 \uae30\uac04 AMD\ub294 2025\ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c 346\uc5b5\ub2ec\ub7ec, \uc778\ud154\uc740 2025\ub144 \ub9e4\ucd9c 529\uc5b5\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5 \uc804\ub9dd\uc740 \ud604 \ud68c\uacc4\uc5f0\ub3c4\uc5d0\ub3c4 \ud070 \ud3ed\uc758 \ub9e4\ucd9c \uc99d\uac00\ub97c \uac00\ub9ac\ud0a8\ub2e4. <a href=\"https:\/\/finance.yahoo.com\/technology\/article\/nvidias-valuation-just-hit-a-multiyear-low--even-as-revenue-sets-records-155948933.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc5d4\ube44\ub514\uc544 \ub9e4\ucd9c\uc774 3,927\uc5b5\ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83<\/a>\uc774\ub77c\ub294 \uc608\uc0c1\ub3c4 \uc788\ub2e4. \uc131\uc7a5 \uc804\ub9dd\uc740 \uac15\ud558\uc9c0\ub9cc, \uadf8\ub9cc\ud07c \ud5a5\ud6c4 \uc2e4\uc801\uc774 \uae30\ub300\ub97c \ucda9\uc871\ud574\uc57c \ud55c\ub2e4\ub294 \ubd80\ub2f4\ub3c4 \ucee4\uc9c4\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI \ub85c\ud14c\uc774\uc158\uc774 \uc5d4\ube44\ub514\uc544 \u2018\ubc30\uc218\u2019 \uc555\ubc15<\/h3>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544 \uc120\ud589 \ubc38\ub958\uc5d0\uc774\uc158 \ud558\ub77d\uc740 AI \uad00\ub828\uc8fc \uc804\ubc18\uc5d0\uc11c\uc758 \ub85c\ud14c\uc774\uc158\uacfc \uc5f0\uad00\ub41c \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n\n\n\n<p>AI \uc0ac\uc774\ud074 \ucd08\ubc18\uc5d0\ub294 GPU \uc218\uc694\uc5d0 \uad00\uc2ec\uc774 \uc9d1\uc911\ub418\uba70 \uc5d4\ube44\ub514\uc544\uac00 \uc218\ud61c\ub97c \ubc1b\uc558\ub2e4. \uc5d4\ube44\ub514\uc544 \uce69\uc740 AI \ud559\uc2b5, \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5, <strong>\uac00\uc18d \ucef4\ud4e8\ud305(\ud2b9\uc815 \uc5f0\uc0b0\uc744 GPU \ub4f1\uc73c\ub85c \ube60\ub974\uac8c \ucc98\ub9ac\ud558\ub294 \ubc29\uc2dd)<\/strong>\uc758 \ud575\uc2ec\uc73c\ub85c \uc790\ub9ac \uc7a1\uc558\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\uc74c \uad6d\uba74\uc5d0\uc11c\ub294 \uc544\ub9c8\uc874\u00b7\uad6c\uae00 \uac19\uc740 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc758 \ucee4\uc2a4\ud140 \uce69\uc774 \ubcc0\uc218\ub85c \ubd80\uc0c1\ud588\ub2e4. \ub300\ud615 \uace0\uac1d\uc774 \uc2dc\uac04\uc774 \uc9c0\ub0a0\uc218\ub85d \uc5d4\ube44\ub514\uc544 \ud558\ub4dc\uc6e8\uc5b4 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd9c \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \uc0dd\uacbc\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc\uc5d0\ub294 CPU, \uba54\ubaa8\ub9ac, \uc2a4\ud1a0\ub9ac\uc9c0 \ub4f1 \ub2e4\ub978 \uacf5\uae09\ub9dd\uc73c\ub85c\ub3c4 \uc790\uae08\uc774 \ud5a5\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 \uc5d4\ube44\ub514\uc544\uac00 AI \ud14c\ub9c8\uc5d0\uc11c \uc81c\uc678\ub41c\ub2e4\ub294 \ub73b\uc774 \uc544\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 \ub354 \uc120\ubcc4\uc801\uc73c\ub85c \uc811\uadfc\ud558\uba70, \ubaa8\ub4e0 AI \uc120\ub3c4\uc8fc\uc5d0 \uac19\uc740 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc8fc\uc9c0 \uc54a\uaca0\ub2e4\ub294 \uc2e0\ud638\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0\uc8fc\ub85c \uad00\uc2ec \uc774\ub3d9<\/h3>\n\n\n\n<p>AI \uc778\ud504\ub77c\uc5d0\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac\uc640 \ub370\uc774\ud130 \uc800\uc7a5 \uc6a9\ub7c9\uc774 \ub354 \ud544\uc694\ud574\uc9c0\uba74\uc11c, \ucd5c\uadfc \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uad00\ub828 \uae30\uc5c5\uc758 \uc2e4\uc801 \uae30\ub300\uac00 \uac1c\uc120\ub410\ub2e4.<\/p>\n\n\n\n<p>\uc608\ub85c \ub9c8\uc774\ud06c\ub860\uacfc \uc0cc\ub514\uc2a4\ud06c\uac00 \uac70\ub860\ub410\ub2e4. \uc774\ub4e4 \uc8fc\uac00\uc758 \uac15\ud55c \uc0c1\uc2b9\uc740 AI \ud22c\uc790 \ub17c\ub9ac\uac00 \uc5d4\ube44\ub514\uc544\uc640 \u2018GPU \uc911\uc2ec\u2019\uc5d0\uc11c \ud655\uc7a5\ub410\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\ub9cc \ucd5c\uadfc \ud55c \ub2ec\uac04 \ub9c8\uc774\ud06c\ub860\uacfc \uc0cc\ub514\uc2a4\ud06c \ubaa8\ub450 \ud558\ub77d\ud558\uba70, \uc2dc\uc7a5\uc774 \uc774\uc804 \uc0c1\uc2b9 \uc18d\ub3c4\ub97c \ub2e4\uc2dc \uc810\uac80\ud558\ub294 \ubaa8\uc2b5\ub3c4 \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n\n\n\n<p>AI \ud14c\ub9c8\uac00 \uc0ac\ub77c\uc9c4 \uac83\uc774 \uc544\ub2c8\ub77c, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc548\uc5d0\uc11c \uc790\uae08\uc774 \uc774\ub3d9\ud558\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc8fc\uc694 \ub9e4\ub9e4 \uad6c\uac04<\/h2>\n\n\n\n<!-- TradingView Widget BEGIN --><div class=\"tradingview-widget-container\">  <div class=\"tradingview-widget-container__widget\"><\/div>  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-NVDA\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">NVDA stock chart<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>  {  \"allow_symbol_change\": true,  \"calendar\": false,  \"details\": false,  \"hide_side_toolbar\": true,  \"hide_top_toolbar\": false,  \"hide_legend\": false,  \"hide_volume\": false,  \"hotlist\": false,  \"interval\": \"D\",  \"locale\": \"en\",  \"save_image\": true,  \"style\": \"1\",  \"symbol\": \"NASDAQ:NVDA\",  \"theme\": \"dark\",  \"timezone\": \"Etc\/UTC\",  \"backgroundColor\": \"#0F0F0F\",  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",  \"watchlist\": [],  \"withdateranges\": false,  \"compareSymbols\": [],  \"studies\": [],  \"width\": 900,  \"height\": 500}  <\/script><\/div><!-- TradingView Widget END -->\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\uac00\uaca9 \uad6c\uac04<\/td><td>\uc2dc\uc7a5\uc774 \ubcf4\ub294 \ud3ec\uc778\ud2b8<\/td><\/tr><tr><td>$220<\/td><td>\uc774\uc804 \ud558\ub77d\uc5d0\uc11c \ud615\uc131\ub41c \uc0c1\ub2e8 \uc800\ud56d<\/td><\/tr><tr><td>$215<\/td><td>\ubc18\ub4f1\uc774 \uc774\uc5b4\uc9c8 \uacbd\uc6b0 \ucd94\uac00 \uc800\ud56d<\/td><\/tr><tr><td>$210<\/td><td>\ud604 \uad6c\uac04\uc744 \ubc97\uc5b4\ub098\ub294 \ud575\uc2ec \ud68c\ubcf5 \uad6c\uac04<\/td><\/tr><tr><td>$205.20<\/td><td>\uc9c1\uc804 \uac70\ub798\uc77c \uace0\uc810 \ubd80\uadfc \ub2e8\uae30 \uc800\ud56d<\/td><\/tr><tr><td>$204.12<\/td><td>\ud604\uc7ac \ucc28\ud2b8 \uad6c\uac04<\/td><\/tr><tr><td>$200<\/td><td>\uc2ec\ub9ac\uc801 \uc9c0\uc9c0\uc120(\ub77c\uc6b4\ub4dc \ub118\ubc84)<\/td><\/tr><tr><td>$195<\/td><td>\uc9c1\uc804 \uac70\ub798\uc77c \uc800\uc810 \ubd80\uadfc \ub2e8\uae30 \uc9c0\uc9c0<\/td><\/tr><tr><td>$190<\/td><td>\ucd5c\uadfc \uc2a4\uc719 \uc800\uc810(\ub2e8\uae30 \ubcc0\ub3d9\uc758 \uc800\uc810) \ubc0f \ud558\ub2e8 \uc9c0\uc9c0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>NVDA \uc77c\ubd09 \ucc28\ud2b8\uc5d0\uc11c \uc8fc\uac00\ub294 \ucd5c\uadfc 190\ub2ec\ub7ec \ubd80\uadfc \uc800\uc810\uc5d0\uc11c \ubc18\ub4f1\ud574 204.12\ub2ec\ub7ec \uadfc\ucc98\uc5d0\uc11c \uac70\ub798 \uc911\uc774\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc \uac70\ub798\uc77c\uc740 195.18\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \ucd9c\ubc1c\ud574 205.16\ub2ec\ub7ec \uadfc\ucc98\uae4c\uc9c0 \uc62c\ub790\uace0, \uc800\uc810\uc740 195.06\ub2ec\ub7ec \uc218\uc900\uc774\uc5c8\ub2e4. \uc77c\ubd09\uc758 \uac15\ud55c \uc0c1\uc2b9 \ud750\ub984\uc740 \ubc38\ub958\uc5d0\uc774\uc158 \uc870\uc815 \uc774\ud6c4 \ub9e4\uc218\uc138\uac00 \ub418\ub3cc\uc544\uc654\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n\n\n\n<p>\ub2e8\uae30 \uc800\ud56d\uc740 205.20\ub2ec\ub7ec \ubd80\uadfc\uc774\ub2e4. \uc774 \uad6c\uac04\uc744 \uc720\uc9c0\ud558\uba70 \uc62c\ub77c\uc11c\uba74 210\ub2ec\ub7ec\uac00 \ub2e4\uc74c \uad00\ucc30 \uad6c\uac04\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>210\ub2ec\ub7ec\ub97c \ud655\uc2e4\ud788 \ub3cc\ud30c\ud558\uba74 \ud68c\ubcf5 \ud750\ub984\uc774 \uac1c\uc120\ub418\uba70 215\ub2ec\ub7ec, \uc774\ud6c4 220\ub2ec\ub7ec \uc800\ud56d\uc744 \ubcf4\uac8c \ub41c\ub2e4.<\/p>\n\n\n\n<p>\ud558\ub2e8\uc5d0\uc11c\ub294 200\ub2ec\ub7ec\uac00 1\ucc28 \uc2ec\ub9ac\uc801 \uc9c0\uc9c0\uc120\uc774\ub2e4. \uc774 \uad6c\uac04\uc774 \uae68\uc9c0\uba74 195\ub2ec\ub7ec\uae4c\uc9c0 \uc5f4\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc0c1\uc2b9\u00b7\ud558\ub77d \uc2dc\ub098\ub9ac\uc624<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/07\/codeNmVlNDMzYWU0MWE1ZDhiOWUzNTgwOGYxMjMwMThkZGZfVmdGV0N6TWpDYmlrd2VTa0pUQnE0a0p3ZEZlcHNyMWFfVG9rZW46Rm5IWGJtVjRpb2pVYXh4NUs5NGxDc1dhZ25iXzE3ODM1NjU2NjI6MTc4MzU2OTI2Ml9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\uc2dc\ub098\ub9ac\uc624<\/strong><\/td><td><strong>\uc870\uac74<\/strong><\/td><td><strong>\uac00\ub2a5\ud55c \uc2dc\uc7a5 \ubc18\uc751<\/strong><\/td><\/tr><tr><td>\ud68c\ubcf5 \uc2dc\ub3c4<\/td><td>$205.20 \uc0c1\ud5a5 \ub3cc\ud30c<\/td><td>NVDA\uac00 $210 \uc7ac\uc2dc\ud5d8 \uac00\ub2a5<\/td><\/tr><tr><td>\uc0c1\uc2b9 \ud655\ub300<\/td><td>$210 \ub3cc\ud30c<\/td><td>\uad00\uc2ec \uad6c\uac04\uc774 $215\ub85c \uc774\ub3d9 \uac00\ub2a5<\/td><\/tr><tr><td>\ucd94\uac00 \ud68c\ubcf5<\/td><td>$215 \ub3cc\ud30c<\/td><td>$220 \uc811\uadfc \uac00\ub2a5<\/td><\/tr><tr><td>\ubc15\uc2a4\uad8c<\/td><td>$200~$205.20 \ubc94\uc704 \uc720\uc9c0<\/td><td>\ubc38\ub958\uc5d0\uc774\uc158 \uc870\uc815 \uc774\ud6c4 \ubc29\ud5a5 \uc7ac\ud0d0\uc0c9<\/td><\/tr><tr><td>\ud558\ub77d \uc9c0\uc18d<\/td><td>$200 \ud558\ud5a5 \uc774\ud0c8<\/td><td>$195\ub85c \ud558\ub77d \uac00\ub2a5<\/td><\/tr><tr><td>\ucd94\uac00 \uae09\ub77d<\/td><td>$195 \ud558\ud5a5 \uc774\ud0c8<\/td><td>$190\uae4c\uc9c0 \uc870\uc815 \ud655\ub300 \uac00\ub2a5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\uc0c1\uc2b9 \uc2dc\ub098\ub9ac\uc624\ub294 NVDA\uac00 205.20\ub2ec\ub7ec\ub97c \ub118\uace0 \uadf8 \uc704\uc5d0\uc11c \ubc84\ud2f0\ub294\uc9c0\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \ub0ae\uc544\uc9c4 \ubc38\ub958\uc5d0\uc774\uc158\uacfc \ud070 \ub9e4\ucd9c \uaddc\ubaa8\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \ubc18\uc751\uc774 \ud575\uc2ec\uc774\ub2e4.<\/p>\n\n\n\n<p>210\ub2ec\ub7ec\ub97c \ud655\uc2e4\ud788 \ub3cc\ud30c\ud558\uba74 \ud68c\ubcf5 \uc2e0\ud638\uac00 \uac15\ud574\uc9c0\uba70 215\ub2ec\ub7ec\uac00 \ub2e4\uc74c \ubaa9\ud45c \uad6c\uac04\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>215\ub2ec\ub7ec\ub97c \ub118\uc73c\uba74 \ubc18\ub4f1\uc774 \uac15\ud654\ub418\uba70 220\ub2ec\ub7ec \uc800\ud56d\uc774 \ubd80\uac01\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc911\ub9bd \uc2dc\ub098\ub9ac\uc624\ub294 200~205.20\ub2ec\ub7ec \uad6c\uac04\uc5d0\uc11c\uc758 \ud6a1\ubcf4(\ubc15\uc2a4\uad8c)\ub2e4. \uc774\ub294 \uc5d4\ube44\ub514\uc544\uc758 \uae30\ucd08\uccb4\ub825(\ud380\ub354\uba58\ud138\u00b7\ub9e4\ucd9c\u00b7\uc774\uc775 \ub4f1)\uacfc AI \uad00\ub828\uc8fc \ub85c\ud14c\uc774\uc158\uc774 \ub9de\uc11c\ub294 \uad6c\ub3c4\uc77c \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud558\ub77d \uc2dc\ub098\ub9ac\uc624\ub294 200\ub2ec\ub7ec \uc774\ud0c8 \uc2dc \ud798\uc774 \uc2e4\ub9b0\ub2e4. \uc774\ub294 \uc5d4\ube44\ub514\uc544\uc5d0\uc11c \ub2e4\ub978 AI \uacf5\uae09\ub9dd\uc73c\ub85c\uc758 \uc790\uae08 \uc774\ub3d9\uc774 \uc774\uc5b4\uc9c4\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p><em>\uba74\ucc45 \uc870\ud56d<\/em><\/p>\n\n\n\n<p><em>\uc704 \uac00\uaca9 \uad6c\uac04\uacfc \uc2dc\ub098\ub9ac\uc624\ub294 \uc791\uc131 \uc2dc\uc810\uc758 \uacac\ud574\uc774\uba70, \ud22c\uc790 \uc870\uc5b8\uc774\ub098 VT Markets\uc758 \uacf5\uc2dd \ucd94\ucc9c\uc774 \uc544\ub2c8\ub2e4. \ud22c\uc790\uc790\ub294 \uc2a4\uc2a4\ub85c \ubd84\uc11d\ud558\uace0 \uc704\ud5d8(\uc190\uc2e4 \uac00\ub2a5\uc131)\uc744 \uad00\ub9ac\ud574\uc57c \ud55c\ub2e4.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">VT Markets\uc5d0\uc11c NVIDIA \ucc28\uc561\uacb0\uc81c\uac70\ub798(CFD) \uac70\ub798<\/h2>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 AI, \ubc18\ub3c4\uccb4, \ucd08\ub300\ud615 \uae30\uc220\uc8fc(\uba54\uac00\ucea1), \ubbf8\uad6d \uc99d\uc2dc \ubaa8\uba58\ud140\uc744 \ubcf4\ub294 \uc2dc\uc7a5 \ucc38\uac00\uc790\uc5d0\uac8c \uc911\uc694\ud55c \uc885\ubaa9\uc774\ub2e4.<\/p>\n\n\n\n<p>VT Markets\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544 \uc8fc\uc2dd <strong>CFD(\ucc28\uc561\uacb0\uc81c\uac70\ub798\u00b7\uc2e4\ubb3c \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud558\uc9c0 \uc54a\uace0 \uac00\uaca9 \ubcc0\ub3d9\ubd84\ub9cc \uc815\uc0b0\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)<\/strong>\ub97c \uc8fc\uc694 \uc8fc\uac00\uc9c0\uc218, <strong>\uc678\ud658(FX\u00b7\ud1b5\ud654 \uac70\ub798)<\/strong>, \uae08, \uc6d0\uc720, <strong>ETF(\uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc\u00b7\uc9c0\uc218\ub97c \ucd94\uc885\ud558\ub294 \ud380\ub4dc)<\/strong> \ub4f1\uacfc \ud568\uaed8 \ud55c \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uac70\ub798\ud560 \uc218 \uc788\ub2e4. \uc774\ub97c \ud1b5\ud574 NVDA\ubfd0 \uc544\ub2c8\ub77c \ub098\uc2a4\ub2e5 \ud750\ub984, \uc704\ud5d8 \uc120\ud638\/\ud68c\ud53c \uc2ec\ub9ac, AI \ud14c\ub9c8 \uc804\ubc18\uc744 \ud568\uaed8 \uc810\uac80\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>VT Markets\uc758 \ucc28\ud2b8 \ub3c4\uad6c\ub85c <strong>\uc9c0\uc9c0\uc120(\ud558\ub77d \uc2dc \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub418\uae30 \uc26c\uc6b4 \uac00\uaca9\ub300)<\/strong>, <strong>\uc800\ud56d\uc120(\uc0c1\uc2b9 \uc2dc \ub9e4\ub3c4 \uc555\ub825\uc774 \ucee4\uc9c0\uae30 \uc26c\uc6b4 \uac00\uaca9\ub300)<\/strong>, <strong>\uc774\ub3d9\ud3c9\uade0\uc120(\uc77c\uc815 \uae30\uac04 \ud3c9\uade0 \uac00\uaca9\uc744 \uc120\uc73c\ub85c \ud45c\uc2dc\ud55c \ucd94\uc138 \uc9c0\ud45c)<\/strong>, <strong>\ub3cc\ud30c(\uc911\uc694 \uad6c\uac04\uc744 \ub118\uc5b4\uc11c\ub294 \uc6c0\uc9c1\uc784)<\/strong>\ub97c \uc810\uac80\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>VT Markets\uc5d0\uc11c <a href=\"https:\/\/www.vtmarkets.com\/forex\/\" target=\"_blank\" rel=\"noreferrer noopener\">\uc8fc\uc2dd CFD<\/a> \uac70\ub798\ub97c <a href=\"https:\/\/www.vtmarkets.com\/Insights\/?utm_source=DMA\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc5ec\uae30<\/a>\uc5d0\uc11c \ud655\uc778\ud560 \uc218 \uc788\ub2e4.<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\uc65c CFD\ub85c \uc5d4\ube44\ub514\uc544\ub97c \uac70\ub798\ud558\ub098<\/h2>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544 CFD\ub294 \uc2e4\ubb3c \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc8fc\uac00\uac00 \uc624\ub974\uac70\ub098 \ub0b4\ub9ac\ub294 \ubc29\ud5a5\uc5d0 \ubca0\ud305\ud560 \uc218 \uc788\uac8c \ud574\uc900\ub2e4.<\/p>\n\n\n\n<p>\uc8fc\uac00\uac00 \uc2e4\uc801 \uc804\ub9dd, AI \uc778\ud504\ub77c \uc9c0\ucd9c, \ubc18\ub3c4\uccb4 \uc5c5\uc885 \ub85c\ud14c\uc774\uc158, \ubc38\ub958\uc5d0\uc774\uc158 \ubcc0\ud654, \ub098\uc2a4\ub2e5 \ubcc0\ub3d9\uc131\uc5d0 \ube60\ub974\uac8c \ubc18\uc751\ud560 \ub54c \uc720\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc800\ud56d\uc120\uc744 \ub3cc\ud30c\ud558\uba74 \uc0c1\uc2b9 \ucd94\uc138 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744, \uc9c0\uc9c0\uc120\uc774 \ubb34\ub108\uc9c0\uba74 \ud558\ub77d \uad6c\uac04\uc744 \uc810\uac80\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ub2e4\uc74c \uad00\uc804 \ud3ec\uc778\ud2b8<\/h2>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\uc758 \ub0ae\uc544\uc9c4 \uc120\ud589 PER\uc774 \uc7ac\ub9e4\uc218\ub97c \uc774\ub04c\uc9c0, \uc544\ub2c8\uba74 \uc790\uae08\uc774 AI \uacf5\uae09\ub9dd\uc758 \ub2e4\ub978 \uad6c\uac04\uc73c\ub85c \uacc4\uc18d \uc774\ub3d9\ud560\uc9c0\uac00 \uad00\uac74\uc774\ub2e4.<\/p>\n\n\n\n<p>\ub9e4\ucd9c \uc804\ub9dd\ub3c4 \uc911\uc694\ud558\ub2e4. \uc2dc\uc7a5\uc740 \ud604 \ud68c\uacc4\uc5f0\ub3c4 \uc5d4\ube44\ub514\uc544 \ub9e4\ucd9c\uc774 3,927\uc5b5\ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \ubcf8\ub2e4. \uc804\ub9dd\uc774 \uc720\uc9c0\ub41c\ub2e4\uba74 \ub0ae\uc544\uc9c4 \ubc30\uc218\ub294 \u2018\ub354 \uc2fc \uac12\u2019\uc5d0 AI \ub178\ucd9c\uc744 \ucc3e\ub294 \uc218\uc694\ub97c \uc790\uadf9\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>AI \uc778\ud504\ub77c \ud22c\uc790\uac00 \ucd5c\uadfc \uc18d\ub3c4\ub97c \uc720\uc9c0\ud558\ub294\uc9c0\ub3c4 \ubcc0\uc218\ub2e4. \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc758 \ud22c\uc790 \ub454\ud654 \uc2e0\ud638\uac00 \ub098\uc624\uba74 \uc5d4\ube44\ub514\uc544 \uac00\uce58\ud3c9\uac00\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc758 \ucee4\uc2a4\ud140 \uce69 \uacbd\uc7c1\ub3c4 \uacc4\uc18d \uc8fc\uc694 \uc774\uc288\ub2e4.<\/p>\n\n\n\n<p>\uc911\uad6d\uc5d0\uc11c \uc5d4\ube44\ub514\uc544 H200 \uce69 \uc811\uadfc(\uad6c\ub9e4 \uac00\ub2a5 \uc5ec\ubd80) \uad00\ub828 \uc18c\uc2dd\ub3c4 \uc2dc\uc7a5 \uc2ec\ub9ac\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc2e4\uc81c \uc601\ud5a5\uc740 \uc2b9\uc778 \ubb3c\ub7c9\uacfc \uaddc\uc81c \uac15\ub3c4\uc5d0 \ub2ec\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">China will allow top artificial intelligence companies to buy a limited amount of H200 chips from Nvidia, a sign the country is easing restrictions on the coveted US technology, according to the Information. <a href=\"https:\/\/t.co\/j77f1JJjJt\">https:\/\/t.co\/j77f1JJjJt<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/x.com\/business\/status\/2074881214717067454?ref_src=twsrc%5Etfw\">July 8, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uc885\ubaa9\ub3c4 \ud568\uaed8 \ubcfc \ud544\uc694\uac00 \uc788\ub2e4. \uc774\ub4e4 \uac15\uc138\uac00 \uc774\uc5b4\uc9c0\uba74 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 \uc5d4\ube44\ub514\uc544\ubcf4\ub2e4 \ub2e4\ub978 AI \uc218\ud61c\uc8fc\uc5d0 \uba38\ubb3c\uace0 \uc788\uc74c\uc744 \ub73b\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38(FAQ)<\/strong><\/summary>\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544 \uac00\uce58\ud3c9\uac00\ub294 \uc65c \ub5a8\uc5b4\uc84c\ub098<\/h3>\n\n\n\n<p>AI \uad00\ub828\uc8fc \uc804\ubc18\uc5d0\uc11c \uc790\uae08\uc774 \uc774\ub3d9(\ub85c\ud14c\uc774\uc158)\ud558\uace0, \uc5d4\ube44\ub514\uc544\uc758 \ud070 \ub9e4\ucd9c \ud655\ub300 \uc774\ud6c4 \uc8fc\uac00\uc5d0 \ubd80\uc5ec\ud558\ub358 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc2dc\uc7a5\uc774 \ub2e4\uc2dc \uacc4\uc0b0\ud558\uba74\uc11c \uc120\ud589 PER\uc774 \ub0ae\uc544\uc84c\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544 \ub9e4\ucd9c\uc740 \uc5ec\uc804\ud788 \uc99d\uac00\ud558\uace0 \uc788\ub098<\/h3>\n\n\n\n<p>\uadf8\ub807\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 2026\ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c 2,159\uc5b5\ub2ec\ub7ec\ub85c \uc804\ub144 \ub300\ube44 65% \uc99d\uac00\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544 \uc120\ud589 PER\uc740 \uc5bc\ub9c8\uc778\uac00<\/h3>\n\n\n\n<p>\uc57c\ud6c4\ud30c\uc774\ub0b8\uc2a4 AlphaSpace \ub370\uc774\ud130 \uae30\uc900 \uc120\ud589 PER\uc740 22.22\ubc30\ub85c, 2019\ub144 \ubb34\ub835 \uad6c\uac04\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544\ub294 \uc65c AMD\u00b7\uc778\ud154\ubcf4\ub2e4 \uc120\ud589 PER\uc774 \ub0ae\ub098<\/h3>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \uc774\uc775 \uaddc\ubaa8\uac00 \ube60\ub974\uac8c \ucee4\uc9c0\uba74\uc11c, \uc8fc\uac00\uac00 \ub192\uc740 \uc218\uc900\uc774\uc5b4\ub3c4 \u2018\uc608\uc0c1 \uc774\uc775 \ub300\ube44 \uc8fc\uac00\u2019(\uc120\ud589 PER)\uac00 \ub0ae\uc544\uc9c8 \uc218 \uc788\ub2e4. \ubc18\uba74 AMD\uc640 \uc778\ud154\uc740 \uc2dc\uc7a5\uc774 \uc11c\ub85c \ub2e4\ub978 \uc131\uc7a5 \uae30\ub300\ub098 \uc2e4\uc801 \ubc18\ub4f1 \uae30\ub300\ub97c \uc8fc\uac00\uc5d0 \ubc18\uc601\ud558\uba74\uc11c \uc120\ud589 PER\uc774 \ub192\uac8c \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">PER\uc774 \ub0ae\uc73c\uba74 \ubb34\uc870\uac74 \uc2fc \uc8fc\uc2dd\uc778\uac00<\/h3>\n\n\n\n<p>\uadf8\ub807\uc9c0 \uc54a\ub2e4. PER \ud558\ub77d\uc740 \uac00\uce58\ud3c9\uac00 \ub9e4\ub825 \uc2e0\ud638\uc77c \uc218 \uc788\uc9c0\ub9cc, \ud5a5\ud6c4 \ub9e4\ucd9c \uc131\uc7a5, \uc218\uc775\uc131(\ub9c8\uc9c4), \uacbd\uc7c1, AI \ud22c\uc790 \ud750\ub984\uc744 \ud568\uaed8 \ubd10\uc57c \ud55c\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVDA\uc5d0\uc11c \ubd10\uc57c \ud560 \ud575\uc2ec \uac00\uaca9\ub300\ub294<\/h3>\n\n\n\n<p>\uc800\ud56d\uc740 205.20\ub2ec\ub7ec, \uc774\ud6c4 210\u00b7215\u00b7220\ub2ec\ub7ec \uc21c\uc774\ub2e4. \uc9c0\uc9c0\ub294 200\ub2ec\ub7ec, \uc774\ud6c4 195\u00b7190\ub2ec\ub7ec \uc21c\uc774\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVDA\ub97c \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub294 \uc694\uc778\uc740<\/h3>\n\n\n\n<p>AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc5d0 \ub300\ud55c \uc2e0\ub8b0 \ud68c\ubcf5, \uc2e4\uc801 \uc804\ub9dd \uc0c1\ud5a5, H200 \uad00\ub828 \uc2ec\ub9ac \uac1c\uc120, \ubc38\ub958\uc5d0\uc774\uc158 \ub9e4\ub825\uc5d0 \ub530\ub978 \ub9e4\uc218\uc138 \uc720\uc785 \ub4f1\uc774 \uc8fc\uac00\uc5d0 \ub3c4\uc6c0 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVDA\ub97c \ub04c\uc5b4\ub0b4\ub9b4 \uc218 \uc788\ub294 \uc694\uc778\uc740<\/h3>\n\n\n\n<p>\ub2e4\ub978 AI \ubc18\ub3c4\uccb4 \uc885\ubaa9\uc73c\ub85c\uc758 \ub85c\ud14c\uc774\uc158 \uc9c0\uc18d, \ud074\ub77c\uc6b0\ub4dc \ud22c\uc790 \ub454\ud654 \uc6b0\ub824, \ucee4\uc2a4\ud140 \uce69 \uacbd\uc7c1, 200\ub2ec\ub7ec \uc9c0\uc9c0\uc120 \uc774\ud0c8 \ub4f1\uc774 \ubd80\ub2f4 \uc694\uc778\uc774\ub2e4.<\/p>\n<\/details>\n\n\n\n\n<p><b>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr-asia\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>\u201c\uc2e4\uc801\uc740 \uc0ac\uc0c1 \ucd5c\ub300\uc778\ub370, \ubc38\ub958\ub294 2019\ub144?\u201d \uc5d4\ube44\ub514\uc544 \uc120\ud589 PER 22\ubc30\ub85c \uae09\ub77d. \ub9e4\ucd9c 65% \uc131\uc7a5 \uc18d AI \ub85c\ud14c\uc774\uc158 \ud655\uc0b0, \uc8fc\uac00 200~205\ub2ec\ub7ec \uacf5\ubc29.<\/p>\n","protected":false},"author":87,"featured_media":51138,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-51139","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51139","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=51139"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/51139\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/51138"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=51139"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=51139"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=51139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}