{"id":79431,"date":"2026-02-19T18:19:53","date_gmt":"2026-02-19T09:19:53","guid":{"rendered":"https:\/\/hibulls.com\/?p=79431"},"modified":"2026-02-19T18:19:57","modified_gmt":"2026-02-19T09:19:57","slug":"02-19-%ec%99%b8%ea%b5%ad%ec%9d%b8-%ea%b8%b0%ea%b4%80-%ec%88%9c%eb%a7%a4%ec%88%98-%ec%83%81%ec%9c%84-%ec%a2%85%eb%aa%a9","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=79431","title":{"rendered":"[02.19] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9"},"content":{"rendered":"\n

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

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\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

\u25a0\uc678\uad6d\uc778\/\uae30\uad00 \uc0c1\uc704 \uc885\ubaa9\uc744 \ubcf4\uba74, 2025\ub144 4\ubd84\uae30 \uc2e4\uc801\uc774 \uc88b\uc740 \uc885\ubaa9\ub3c4 \uc788\uc9c0\ub9cc, \uadf8\ub807\uc9c0 \uc54a\uc740 \uc885\ubaa9\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc801 \ubaa8\uba58\ud140\uc774 \uc6cc\ud0b9\ud558\uba74\uc11c\ub3c4 \ub3d9\uc2dc\uc5d0 \uc2e4\uc801 \ubaa8\uba58\ud140\uc774 \uc5c6\uc5b4\ub3c4 \ub0b4\ub7ec\ud2f0\ube0c\ub9cc\uc73c\ub85c \uc8fc\uac00\uac00 \uc6c0\uc9c1\uc774\uae30\ub3c4 \ud558\ub294 \uc7a5\uc138\uc785\ub2c8\ub2e4. \uc88b\uac8c \ubcf4\uba74 \ud48d\ubd80\ud55c \uc720\ub3d9\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \ud638\uc7ac \uc774\uc288 \ubc1c\uc0dd \uc2dc \uc8fc\uac00\uac00 \uac15\ud558\uac8c \ubc18\uc751\ud560 \uc218 \uc788\ub294 \uc218\uae09 \uccb4\ub825\uc774 \uc788\ub294 \uac83\uc774\uc9c0\ub9cc, \ub2e4\ub978 \uc2dc\uac01\uc5d0\uc11c \ubcf4\uba74 \uc77c\uc885\uc758 \ubc84\ube14 \ub7a0\ub9ac\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \ubcf4\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \uc5b4\uca0c\ub4e0 \uc77c\ud3c9\uade0 \uac70\ub798\ub300\uae08 40~50\uc870\uc6d0\ub300, \ud22c\uc790\uc790\uc608\ud0c1\uae08 100\uc870\uc6d0\ub300\uc758 \ub300(\u5927)\uc720\ub3d9\uc131 \uc2dc\ub300\uc778 \ub9cc\ud07c, \uae4a\uc740 \ud380\ub354\uba58\ud0c8 \ubd84\uc11d\uc774\ub098 \uace0\ubbfc\ubcf4\ub2e4\ub294, \uc218\uae09\uacfc \ucd94\uc138\ub97c \ub354 \ubb34\uac8c \uc788\uac8c \ubcfc \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub9e4\uc77c KRX \uc7a5 \ub9c8\uac10 \ud6c4\uc5d0 \uc62c\ub824\ub4dc\ub9ac\ub294 \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d\uc744 \uaf2d \ud655\uc778\ud558\uc2dc\ub77c\uace0 \uac15\uc870\ub4dc\ub9ac\ub294 \uc774\uc720\uc785\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\u25a0\ubc18\ub3c4\uccb4 \uc139\ud130 \uc218\uae09 \uac15\ub3c4 \ucd5c\uc0c1\uc704 : \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, \ub450\uc0b0, \ub9c8\uc774\ud06c\ub85c\ucee8\ud14d\uc194, \ud53c\uc5d0\uc2a4\ucf00\uc774\ud640\ub529\uc2a4, \ud14c\uc2a4, \uc6d0\uc775QnC, \uc5d0\uc774\ub514\ud14c\ud06c\ub180\ub85c\uc9c0, \uc0bc\uc131\uc804\uae30, \uc0bc\ud654\ucf58\ub374\uc11c<\/strong><\/p>\n\n\n\n

\ubbf8\uad6d \ube45\ud14c\ud06c\uac00 \uc218\uc775\uc131 \ubb38\uc81c\ub97c \uc774\uc720\ub85c AI CAPEX\ub97c \uc904\uc774\uaca0\ub2e4\ub294 \uc18c\uc2dd\uc774 \ub098\uc624\uac70\ub098, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc5d0 \uc911\ub300\ud55c \ubcc0\ud654\uac00 \ubc1c\uc0dd\ud558\uae30 \uc804\uae4c\uc9c0\ub294 \ubc18\ub3c4\uccb4 \uc139\ud130\uc758 \ub7a0\ub9ac\ub294 \uacc4\uc18d\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub97c \ud544\ub450\ub85c \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704\uc5d0 \ucd9c\ud604\ud558\ub294 \ubc18\ub3c4\uccb4\uc8fc\ub4e4\uc758 \uc8fc\uac00\uac00 \ub9ce\uc774 \uc624\ub978 \uac83\ucc98\ub7fc \ubcf4\uc774\uc9c0\ub9cc, \uc774 \uc790\ub9ac\uc5d0\uc11c\ub3c4 \uc218\uae09\uc774 \uacc4\uc18d \ub4e4\uc5b4\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\ud0dc\uc591\uad11 \ud14c\ub9c8 \uc218\uae09 \uac15\ub3c4 \ucd5c\uc0c1\uc704 : \ud55c\ud654\uc194\ub8e8\uc158, HD\ud604\ub300\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, OCI\ud640\ub529\uc2a4, \ub300\uc8fc\uc804\uc790\uc7ac\ub8cc, \uc720\ub2c8\ud14c\uc2a4\ud2b8<\/strong><\/p>\n\n\n\n

\uc77c\ub860 \uba38\uc2a4\ud06c \ud14c\uc2ac\ub77c CEO\uac00 AI \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ub300\uc751 \uac00\ub2a5\ud55c \uc800\ube44\uc6a9 \uc804\ub825\uc73c\ub85c \ud0dc\uc591\uad11\uc744 \uc5b8\uae09\ud55c \uc774\ud6c4 \ud0dc\uc591\uad11 \uc139\ud130\uc758 \ucd08\uac15\uc138 \ud750\ub984\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b0\uc8fc \ud0dc\uc591\uad11 \uc0c1\uc6a9\ud654\uae4c\uc9c0 \ud0c0\uc784\ub77c\uc778\uc774 \ub9e4\uc6b0 \uae38\uace0, \ub610 \uc77c\ub860 \uba38\uc2a4\ud06c\uac00 \ud398\ub85c\ube0c\uc2a4\uce74\uc774\ud2b8\uac19\uc740 \ucc28\uc138\ub300 \uc81c\ud488\ub4e4\uc5d0\uc11c \uae30\uc220\uc801\uc73c\ub85c \uc55e\uc11c \ub098\uac00\uace0 \uc788\ub294 \uc911\uad6d \ud0dc\uc591\uad11 \uc5c5\uccb4\ub4e4\uacfc \uc811\ucd09\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \uad6d\ub0b4 \uc5c5\uccb4\ub4e4\uc758 \ud604\uc2e4\uc801\uc778 \uc218\ud61c\ub294 \uc81c\ud55c\uc801\uc77c \uac83\uc774\ub77c\uace0 \ubcf4\uace0 \uc788\uc73c\ub098, \ud604\uc7ac \uc720\ub3d9\uc131 \uc7a5\uc138\uc758 \uc131\uaca9\uc744 \uc774\ud574\ud558\uace0 \uc5b4\ub290 \uc815\ub3c4\ub294 \uadf8\ub0e5 \uc218\uae0d\ud558\uc790\uace0 \ub9d0\uc500\ub4dc\ub838\uc2b5\ub2c8\ub2e4. \ud06c\uac8c \ubcf4\uba74 \ud0dc\uc591\uad11\ub3c4 \uc6b0\uc8fc \ud14c\ub9c8\uc758 \ud55c \ud30c\uc0dd \ucd95\uc774\ub77c\uace0 \ubcfc \uc218\ub3c4 \uc788\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\uc804\ub825 \uc778\ud504\ub77c, \uc6d0\uc804, LNG \uc139\ud130 \uc218\uae09 \uac15\ub3c4 \ucd5c\uc0c1\uc704 : \ud604\ub300\uac74\uc124, \ube44\uc5d0\uc774\uce58\uc544\uc774, \uc0bc\uc601, \uc77c\uc9c4\ud30c\uc6cc, \uc131\uad11\ubca4\ub4dc, \uc11c\uc9c4\uc2dc\uc2a4\ud15c<\/strong><\/p>\n\n\n\n

\uc815\ubd80\uac00 \ubbf8\uad6d \ud22c\uc790 1\ud638 \uc0ac\uc5c5\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uc788\ub294 \ubd84\uc57c\uac00 \uc804\ub825\ub9dd, \uc6d0\uc804, LNG, \uc870\uc120(MASGA)\uc785\ub2c8\ub2e4. \ube60\ub978 \ub0a9\uae30\uc640 \uc0c1\ub300\uc801\uc73c\ub85c \uc800\ub834\ud55c \ube44\uc6a9 \uacbd\uc7c1\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uc6b0\ub9ac\ub098\ub77c\uac00 \uc798 \ud560 \uc218 \uc788\ub294 \ubd84\uc57c\ub85c \ubaa8\ub450 \uad00\uc2ec \uac16\uace0 \uc9c0\ucf1c\ubcf4\uace0 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\u25a0\ub85c\ubd07 \ud14c\ub9c8 \uc218\uae09 \uac15\ub3c4 \ucd5c\uc0c1\uc704 : \ud604\ub300\ucc28, \ub808\uc778\ubcf4\uc6b0\ub85c\ubcf4\ud2f1\uc2a4, \uace0\uc601, \ud55c\uad6d\ud53c\uc544\uc774\uc5e0<\/strong><\/p>\n\n\n\n

\uc624\ub79c\ub9cc\uc5d0 \ub85c\ubd07 \ud14c\ub9c8\uc8fc\ub4e4\uc774 \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \uc0c1\uc704\uc5d0 \ud3ec\ucc29\ub410\uc2b5\ub2c8\ub2e4. \ub85c\ubd07 \uc139\ud130\ub294 \ucd5c\uadfc\uc5d0 \uc880 \uc26c\uc5c8\ub294\ub370, \uc21c\ud658\ub9e4\uac00 \ube60\ub978 \uc7a5\uc138\ub77c \ud134\uc774 \ud55c\ubc88 \ub3cc\uc544\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud604\ub300\ucc28\ub97c \uc81c\uc678\ud55c \ud4e8\uc5b4 \ub85c\ubd07\uc8fc\ub4e4\uc740 \ucf54\uc2a4\ub2e5 \uc2dc\uc7a5\uc5d0 \uc0c1\uc7a5\ub418\uc5b4 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc740\ub370, \ub300\ud1b5\ub839\uc744 \uc911\uc2ec\uc73c\ub85c \ub2f9\uc815\uc758 \ucf54\uc2a4\ub2e5 \uc2dc\uc7a5 \ud65c\uc131\ud654 \uc758\uc9c0\uac00 \uac15\ud55c \ub9cc\ud07c, \ucf54\uc2a4\ub2e5 \uc2dc\uc7a5 \uc0c1\uc2b9 \uc2dc \ub85c\ubd07\uc8fc\ub4e4\uc758 \ud37c\ud3ec\uba3c\uc2a4\ub97c \uae30\ub300\ud574\ubcfc \uc5ec\uc9c0\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.) \u25a0\uc678\uad6d\uc778\/\uae30\uad00 \uc0c1\uc704 \uc885\ubaa9\uc744 \ubcf4\uba74, 2025\ub144 4\ubd84\uae30 \uc2e4\uc801\uc774 \uc88b\uc740 \uc885\ubaa9\ub3c4 \uc788\uc9c0\ub9cc, \uadf8\ub807\uc9c0 \uc54a\uc740 \uc885\ubaa9\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc801 \ubaa8\uba58\ud140\uc774 \uc6cc\ud0b9\ud558\uba74\uc11c\ub3c4 \ub3d9\uc2dc\uc5d0 \uc2e4\uc801 \ubaa8\uba58\ud140\uc774 \uc5c6\uc5b4\ub3c4 \ub0b4\ub7ec\ud2f0\ube0c\ub9cc\uc73c\ub85c \uc8fc\uac00\uac00 \uc6c0\uc9c1\uc774\uae30\ub3c4 \ud558\ub294 \uc7a5\uc138\uc785\ub2c8\ub2e4. \uc88b\uac8c \ubcf4\uba74 \ud48d\ubd80\ud55c \uc720\ub3d9\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \ud638\uc7ac \uc774\uc288 \ubc1c\uc0dd \uc2dc \uc8fc\uac00\uac00 \uac15\ud558\uac8c \ubc18\uc751\ud560 […]<\/p>\n","protected":false},"author":1,"featured_media":2681,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[02.19] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9 - 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