{"id":51633,"date":"2026-07-22T12:58:09","date_gmt":"2026-07-22T12:58:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/alphabet%c2%b7%ec%9d%b8%ed%85%94%c2%b7ti-%ec%8b%a4%ec%a0%81-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%b0%98%eb%8f%84%ec%b2%b4%ec%a3%bc-%eb%b0%98%eb%93%b1ai-%ec%84%a4%eb%b9%84%ed%88%ac%ec%9e%90capex\/"},"modified":"2026-07-22T12:58:09","modified_gmt":"2026-07-22T12:58:09","slug":"alphabet%c2%b7%ec%9d%b8%ed%85%94%c2%b7ti-%ec%8b%a4%ec%a0%81-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%b0%98%eb%8f%84%ec%b2%b4%ec%a3%bc-%eb%b0%98%eb%93%b1ai-%ec%84%a4%eb%b9%84%ed%88%ac%ec%9e%90capex","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/alphabet%c2%b7%ec%9d%b8%ed%85%94%c2%b7ti-%ec%8b%a4%ec%a0%81-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%b0%98%eb%8f%84%ec%b2%b4%ec%a3%bc-%eb%b0%98%eb%93%b1ai-%ec%84%a4%eb%b9%84%ed%88%ac%ec%9e%90capex\/","title":{"rendered":"Alphabet\u00b7\uc778\ud154\u00b7TI \uc2e4\uc801 \uc55e\ub450\uace0 \ubc18\ub3c4\uccb4\uc8fc \ubc18\ub4f1\u2026AI \uc124\ube44\ud22c\uc790(CAPEX) \ubd80\ub2f4\uac10 \ud655\uc0b0"},"content":{"rendered":"<p>\ubc18\ub3c4\uccb4\uc8fc\ub294 AI \ud14c\ub9c8 \ub0b4 \ubd80\uc9c4\uc8fc\uc5d0\uc11c \ud654\uc694\uc77c \uc7a5 \ub9c8\uac10 \uae30\uc900 \uc120\ub3c4\uc8fc\ub85c \uae09\ubc18\uc804\ud588\ub2e4. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4\uc9c0\uc218\ub294 5.2% \uc0c1\uc2b9\ud588\uace0, \ub9c8\uc774\ud06c\ub860\uc740 12.2% \uae09\ub4f1\ud588\ub2e4. \uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \ud074\ub77c\uc6b0\ub4dc \uc218\uc694, \uc124\ube44\ud22c\uc790(capex) \uacc4\ud68d, \ub354 \ub113\uc740 \ubc18\ub3c4\uccb4 \uc0ac\uc774\ud074\uc744 \uac00\ub2a0\ud560 \ud575\uc2ec \uc2e4\uc801 \ubc1c\ud45c(\uc54c\ud30c\ubcb3, \ud14d\uc0ac\uc2a4\uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8, \uc778\ud154)\ub97c \uc55e\ub450\uace0 \ub098\uc654\ub2e4. \ucd5c\uadfc \uc8fc\uac00\uc5d0 \uc774\ubbf8 \ubc18\uc601\ub41c \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub85c\ub294 \ub9c8\uc774\ud06c\ub860\uc758 6\uc6d4 \uc2e4\uc801\uc774 \uc2dc\uc0ac\ud55c \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc218\uc694\uc758 \uc9c0\uc18d\uacfc \uacf5\uae09 \ud0c0\uc774\ud2b8, TSMC\uc758 2\ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \uc774\uc775\uacfc \uc5f0\uac04 \uc131\uc7a5\ub960 \uc804\ub9dd \uc0c1\ud5a5 \ub4f1\uc774 \uc788\ub2e4. \ube44\ucf54(Vicor)\ub3c4 \ubd84\uae30 \ub9e4\ucd9c \uac1c\uc120\uacfc 3\uc5b58,000\ub9cc\ub2ec\ub7ec \uc218\uc8fc\uc794\uace0(\ubc31\ub85c\uadf8)\ub97c \uc81c\uc2dc\ud574 \uace0\uc131\ub2a5\ucef4\ud4e8\ud305(HPC) \uc218\uc694\uac00 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ud761\uc218\ud558\uace0 \uc788\uc74c\uc744 \ub4b7\ubc1b\uce68\ud588\uc9c0\ub9cc, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 AI\ub85c \ucda9\ubd84\ud55c \uc218\uc775\uc744 \ucc3d\ucd9c\ud574 \ud604 \uc218\uc900\uc758 \uc9c0\ucd9c\uc744 \uc9c0\uc18d\ud560 \uc218 \uc788\ub294\uc9c0\ub294 \uc5ec\uc804\ud788 \ubbf8\uc9c0\uc218\ub85c \ub0a8\ub294\ub2e4.<\/p>\n<p>\uc54c\ud30c\ubcb3 \uc2e4\uc801\uc740 2026\ub144 capex \uac00\uc774\ub358\uc2a4 1,800\uc5b5~1,900\uc5b5\ub2ec\ub7ec\uc640 \ub9de\ubb3c\ub824, \uad6c\uae00 \ud074\ub77c\uc6b0\ub4dc \uc131\uc7a5\uacfc \uc789\uc5ec\ud604\uae08\ud750\ub984(FCF)\uc774 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\ub97c \ub4b7\ubc1b\uce68\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 \uc9d1\uc911\ub3fc \uc788\ub2e4. \ubb38\uc0f7(Moonshot)\uc758 \u2018\ud0a4\ubbf8 K3(Kimi K3)\u2019\ucc98\ub7fc \ub354 \uc800\ub834\ud55c \u2018\uc624\ud508-\uc6e8\uc774\ud2b8(open-weight)\u2019 \ubaa8\ub378\uc758 \uacbd\uc7c1 \uc555\ub825\ub3c4 \ucee4\uc9c0\uace0 \uc788\uc73c\uba70, \ubaa8\ub378 \uc6e8\uc774\ud2b8\uac00 7\uc6d4 \ub9d0 \uacf5\uac1c\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub3fc \ud504\ub9ac\ubbf8\uc5c4 \ubaa8\ub378 \uac00\uaca9\uc744 \uc555\ubc15\ud560 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \ubcf4\uae09 \ud655\ub300\ub294 \ud558\ub4dc\uc6e8\uc5b4 \uc218\uc694\ub97c \ub04c\uc5b4\uc62c\ub9b4 \uc5ec\uc9c0\ub3c4 \uc788\ub2e4. \uae30\uc220\uc801 \ub808\ubca8\ub85c\ub294 \uc54c\ud30c\ubcb3\uc758 \uc9c0\uc9c0\uc120\uc774 337.47~349, \uc774\ud6c4 50\uc77c \uc9c0\uc218\uc774\ub3d9\ud3c9\uade0(50-EMA) \ubd80\uadfc 358\uc774 \uac70\ub860\ub410\uace0, \uc0c1\ub2e8 \uc800\ud56d\uc740 373 \ubc0f 394.50~408.60\uc73c\ub85c \uc81c\uc2dc\ub410\ub2e4. \ud558\ubc29\uc73c\ub85c\ub294 296~304 \uad6c\uac04\uc774 \uc2dc\uc57c\uc5d0 \ub4e4\uc5b4\uc628\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 \ud558\ub2e8 100-EMA \ubd80\uadfc\uc5d0\uc11c \ubc18\ub4f1\ud55c \ub4a4 20-EMA \ubc34\ub4dc\ub85c \ubcf5\uadc0\ud588\ub2e4. \ud55c\ud3b8 \uc720\uac00\uac00 86~88\ub2ec\ub7ec\uc5d0 \uadfc\uc811\ud558\uba74\uc11c \uc2e4\uc801\uacfc \uac00\uc774\ub358\uc2a4\uc5d0 \ub354 \ud0c0\uc774\ud2b8\ud55c \ud658\uacbd\uc774 \uc870\uc131\ub418\uace0 \uc788\ub2e4.<\/p>\n<h3>AI \uc778\ud504\ub77c \uae09\uc99d \uad6d\uba74\uc5d0\uc11c\uc758 \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub529 \uc804\ub7b5<\/h3>\n<p>\uc624\ub298(2026\ub144 7\uc6d4 22\uc77c) \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \ud575\uc2ec \uae30\uc220\uc8fc \uc2e4\uc801\uc744 \uc55e\ub450\uace0 \ubc18\ub3c4\uccb4\uc8fc \uc870\uc815 \uad6c\uac04\uc5d0\uc11c \uacf5\uaca9\uc801\uc73c\ub85c \u2018\uc800\uac00 \ub9e4\uc218\u2019\uc5d0 \ub098\uc11c\uace0 \uc788\ub2e4. \uadf8\ub7ec\ub098 \uc6b0\ub9ac\ub294 AI \uc778\ud504\ub77c \ube44\uc6a9 \uae09\uc99d\uacfc \uc2e4\uc81c \ub9e4\ucd9c \ucc3d\ucd9c \uac04 \uad34\ub9ac\uac00 \ud070 \ub9cc\ud07c, \uc774 \uac19\uc740 \ub9e4\uc218 \ub7ec\uc2dc\ub294 \uc2dc\uae30\uc0c1\uc870\uc77c \uc218 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \ucd5c\uadfc \uc5c5\uacc4 \uc804\ub9dd\uc5d0 \ub530\ub974\uba74 \uc0c1\uc704 4\ub300 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ud569\uc0b0 \uc124\ube44\ud22c\uc790\ub294 \uc62c\ud574 2,200\uc5b5\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \uc815\ub2f9\ud654\ud558\uae30 \uc704\ud574 \ud5a5\ud6c4 \uc2e4\uc801\uc5d0\uc11c \uc0c1\ub2f9\ud55c \uc124\uba85\ub825\uc744 \uc694\uad6c\ud55c\ub2e4.<\/p>\n<p>\uc635\uc158 \ud22c\uc790\uc790 \uad00\uc810\uc5d0\uc11c\ub294 \ub9c8\uc774\ud06c\ub860 \ub4f1 \uce69\uba54\uc774\ucee4\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(IV)\uc774 \ud604\uc7ac \ub192\uc740 \uc218\uc900\uc73c\ub85c, \ub9ac\uc2a4\ud06c\uc640 \ud568\uaed8 \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\ub3c4 \uae30\ud68c\ub97c \ub3d9\uc2dc\uc5d0 \uc81c\uacf5\ud55c\ub2e4. \uc2e4\uc801 \ubc1c\ud45c \uc804\ud6c4 \uae09\ub77d \uac2d\ub2e4\uc6b4 \uc704\ud5d8\uc5d0 \uacc4\uc88c\uac00 \ub178\ucd9c\ub418\uc9c0 \uc54a\ub3c4\ub85d, \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974\ub098 \ubc84\ud2f0\uceec \uc2a4\ud504\ub808\ub4dc \uac19\uc740 \u2018\uc190\uc2e4 \ud55c\uc815(defined-risk)\u2019 \uc804\ub7b5\uc744 \ud65c\uc6a9\ud574 \ub192\uc740 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ud3ec\ucc29\ud558\ub294 \ubc29\uc548\uc744 \uc81c\uc2dc\ud55c\ub2e4. \uc774\ub294 \uc2e4\uc801\uc774 \uae30\ub300\ub97c \uc0c1\ud68c\ud558\ub354\ub77c\ub3c4 \ud604\uae08\ud750\ub984 \uac00\uc774\ub358\uc2a4\uac00 \uc57d\ud574 \u2018\ud638\uc2e4\uc801-\uc8fc\uac00 \ud558\ub77d\u2019\uc774 \ubc1c\uc0dd\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ub300\ube44\ud558\ub294 \uc811\uadfc\uc774\ub2e4.<\/p>\n<p>\ub9c8\uc774\ud06c\ub860\uc774 \ud575\uc2ec \uc774\ub3d9\ud3c9\uade0\uc120 \ubd80\uadfc\uc5d0\uc11c \uc5b4\ub5a4 \uac00\uaca9 \ud750\ub984\uc744 \ubcf4\uc774\ub294\uc9c0 \uba74\ubc00\ud788 \uad00\ucc30\ud574, \uc774\ubc88 \ubc18\ub4f1\uc774 \uc9c4\uc815\ud55c \ubc14\ub2e5 \ud655\uc778\uc778\uc9c0 \uc77c\uc2dc\uc801 \uc548\ub3c4 \ub7a0\ub9ac\uc778\uc9c0 \uc810\uac80\ud574\uc57c \ud55c\ub2e4. \uacfc\uac70 \ubc18\ub3c4\uccb4 \uc139\ud130\uac00 \uc5f0\uc911 10% \uc774\uc0c1 \uc870\uc815\uc744 \uacaa\uc744 \uacbd\uc6b0, \ud3c9\uade0\uc801\uc73c\ub85c \uc57d 6\uc8fc\uac00 \uc9c0\ub098\uc57c \uacac\uace0\ud55c \ubc14\ub2e5\uc744 \ud615\uc131\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc5c8\ub2e4. \uc774\ubc88 \uc8fc \ud575\uc2ec \uc9c0\uc9c0\uc120\uc774 \ubd95\uad34\ub41c\ub2e4\uba74, \ud30c\uc0dd\uc0c1\ud488 \ud2b8\ub808\uc774\ub354\ub4e4\uc740 \uae30\uc874 \ub871 \ud3ec\uc9c0\uc158 \ud5e4\uc9c0\ub97c \uc704\ud574 \ubc29\uc5b4\uc801 \ud48b\uc635\uc158 \uc911\uc2ec\uc73c\ub85c \uc804\ud658\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<h3>\uac70\uc2dc \ud658\uacbd\uacfc \uc9c0\uc18d \uac00\ub2a5\ud55c AI \ub9e4\ucd9c\ub85c \uac00\ub294 \uacbd\ub85c<\/h3>\n<p>\uac70\uc2dc \ud658\uacbd\ub3c4 \uac04\uacfc\ud558\uae30 \uc5b4\ub835\ub2e4. \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 85\ub2ec\ub7ec \uc120\uc744 \uc704\ud611\ud558\uba74\uc11c \uc778\ud50c\ub808\uc774\uc158\uc774 \ub048\uc801\ud558\uac8c(sticky) \uc720\uc9c0\ub418\uace0, \uae08\ub9ac\uac00 \u2018\ub354 \ub192\uac8c, \ub354 \uc624\ub798\u2019 \uac08 \uc704\ud5d8\uc774 \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc5d0\ub108\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9\uc740 \ub300\uaddc\ubaa8 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc6b4\uc601\ube44\ub97c \ub04c\uc5b4\uc62c\ub9ac\uba70, \uc774\ubbf8 2026\ub144 \ub9d0\uae4c\uc9c0 \uae00\ub85c\ubc8c \uc804\ub825 \uc218\uc694\uac00 \ub450 \ubc30\ub85c \ub298\uc5b4\ub0a0 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uae4c\uc9c0 \ub098\uc628 \uc0c1\ud669\uc774\ub2e4. \ub530\ub77c\uc11c \uac70\uc2dc \ubcc0\uc218\ub85c \uc778\ud55c \uc2dc\uc7a5 \uc870\uc815\uc5d0 \ub300\ube44\ud574, \uad11\ubc94\uc704\ud55c \uc9c0\uc218 \uc635\uc158\uc5d0\uc11c \ub871 \ubcc0\ub3d9\uc131 \uc804\ub7b5\uc744 \ubcd1\ud589\ud558\ub294 \uac83\uc744 \uad8c\uace0\ud55c\ub2e4.<\/p>\n<p>\uad81\uadf9\uc801\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ub300\uaddc\ubaa8 AI \uc9c0\ucd9c\uc774 \uc2e4\uc81c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub9e4\ucd9c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud560 \uc218 \uc788\ub294\uc9c0\uac00 \ud2b8\ub808\uc774\ub529\uc758 \ud575\uc2ec \uc2dc\ud5d8\ub300\uac00 \ub41c\ub2e4. \uc2dc\uc7a5 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc0dd\uc131\ud615 AI \ub3c4\uc785\uc740 \uc804\ub144 \ub300\ube44 \uc57d 30% \uc99d\uac00\ud588\uc9c0\ub9cc, \uc11c\ube44\uc2a4 \uc218\uc775\ud654 \uc18d\ub3c4\ub294 \uc5ec\uc804\ud788 \ub354\ub514\ub2e4. \ud5a5\ud6c4 \uc2e4\uc801 \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c \ud604\uae08 \ucc3d\ucd9c\ub85c \uac00\ub294 \uba85\ud655\ud55c \uacbd\ub85c\uac00 \ud655\uc778\ub418\uae30 \uc804\uae4c\uc9c0\ub294, \ub871 \ucf5c\uc635\uc158\uc5d0 \uacfc\ub3c4\ud558\uac8c \ub808\ubc84\ub9ac\uc9c0\ub97c \uac70\ub294 \uc804\ub7b5\uc740 \uc790\uc81c\ud558\uace0 \uc2e0\uc911\ud568\uc744 \uc720\uc9c0\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><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>AI \uc2e4\uc801 \uc55e\ub450\uace0 \ubc18\ub3c4\uccb4 \u2018\uae09\ubc18\uc804\u2019\u2026SOX 5.2%\u2191\u00b7\ub9c8\uc774\ud06c\ub860 12.2%\u2191. \ub2e4\ub9cc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec CAPEX \ub300\ube44 \uc218\uc775\ud654 \ubd88\ud655\uc2e4, \uace0IV \uad6c\uac04\uc740 \uc544\uc774\uc5b8\ucf58\ub3c4\ub974 \ub4f1 \uc190\uc2e4\ud55c\uc815 \uc804\ub7b5 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