{"id":79492,"date":"2026-02-22T20:25:51","date_gmt":"2026-02-22T11:25:51","guid":{"rendered":"https:\/\/hibulls.com\/?p=79492"},"modified":"2026-02-22T20:25:51","modified_gmt":"2026-02-22T11:25:51","slug":"02-23-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%eb%8c%80%ed%95%9c%eb%af%bc%ea%b5%ad-%eb%8c%80%ed%91%9c-%eb%a1%9c%eb%b4%87%ec%a3%bc%eb%a1%9c-%ec%9e%ac%ed%8f%89%ea%b0%80","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=79492","title":{"rendered":"[02.23]\u00a0\ud22c\ubfd4(1++)\u00a0\ucd94\ucc9c\uc8fc\u00a0: \ub300\ud55c\ubbfc\uad6d \ub300\ud45c \ub85c\ubd07\uc8fc\ub85c \uc7ac\ud3c9\uac00\ub418\ub294 \uc911"},"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

(\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

\u2605\ud604\ub300\ucc28(005380)<\/p>\n\n\n\n

-\uc131\uaca9 : \uc2a4\uc719
-\ucd94\ucc9c\uac00 : 509,000\uc6d0
-\ubaa9\ud45c\uac00 : 600,000\uc6d0
-\uc190\uc808\uac00 : 420,000\uc6d0<\/p>\n\n\n\n

-\uae30\uc5c5 \uac1c\uc694<\/p>\n\n\n\n

1967\ub144 \uc124\ub9bd\ub41c \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc81c\uc870 \uae30\uc5c5\uc73c\ub85c, 2021\ub144 \ud604\ub300\uc790\ub3d9\ucc28\uadf8\ub8f9 \uc9c1\ud560\uacbd\uc601 \uccb4\uc81c\ub85c \uc804\ud658\ud558\uc5ec \uacc4\uc5f4\uc0ac \uac04 \uc2dc\ub108\uc9c0\ub97c \uac15\ud654\ud558\uace0 \uc788\uc74c. \uc644\uc131\ucc28 \uc81c\uc870 \ubc0f \ud310\ub9e4\ub97c \uc911\uc2ec\uc73c\ub85c \ucc28\ub7c9 \ud560\ubd80\uae08\uc735, \uacb0\uc81c \ub300\ud589, \ucca0\ub3c4\ucc28\ub7c9 \uc81c\uc791 \ub4f1 \ub2e4\uac01\ud654\ub41c \uc0ac\uc5c5\uc744 \uc6b4\uc601\ud558\uba70, \ud604\ub300\u00b7\uc81c\ub124\uc2dc\uc2a4 \ube0c\ub79c\ub4dc\ub97c \ud1b5\ud574 \uc804\uae30\ucc28\u00b7\ud558\uc774\ube0c\ub9ac\ub4dc\u00b7\uc218\uc18c\uc804\uae30\ucc28 \ub4f1 \uc804\ub3d9\ud654 \ub77c\uc778\uc5c5\uc744 \ud655\ub300 \uc911. 2030\ub144\uae4c\uc9c0 \uae00\ub85c\ubc8c \ud310\ub9e4 555\ub9cc\ub300 \ubc0f \uc804\ub3d9\ud654 \ucc28\ub7c9 330\ub9cc\ub300 \ubaa9\ud45c\ub97c \uc720\uc9c0\ud558\uba70, \ubbf8\ub798 \ubaa8\ube4c\ub9ac\ud2f0 \uc2dc\uc7a5 \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc74c.<\/p>\n\n\n\n

-\ud22c\uc790 \ud3ec\uc778\ud2b8<\/p>\n\n\n\n

\u25a0\ub2e8\uc21c \uc644\uc131\ucc28 \uc81c\uc870 \uae30\uc5c5\uc5d0\uc11c \ub85c\ubcf4\ud2f1\uc2a4 \uae30\uc5c5\uc73c\ub85c \ubc38\ub958\uc5d0\uc774\uc158 \ud655\uc7a5 \uad6d\uba74
\u2192\ub85c\ubd07 \uc0dd\ud0dc\uacc4\uc5d0\uc11c \ud604\ub300\ucc28\ub294 \ub85c\ubd07\uc758 \ud589\ub3d9 \ub370\uc774\ud130 \uc81c\uacf5\uc744 \ub118\uc5b4 AI \ud6c8\ub828\uc744 \uc2e4\uc99d\ud558\uace0, \ub85c\ubd07\uc744 \ub300\ub7c9 \uc0dd\uc0b0\ud558\ub294 \uc8fc\uccb4\ub85c \ub098\uc544\uac00\uace0 \uc788\uc74c
\u21922026\ub144\uc740 \ub85c\ubcf4\ud0dd\uc2dc \uc0c1\uc6a9\ud654\ub97c \uc2dc\uc791\uc73c\ub85c, Physical AI \uc11c\ube44\uc2a4\uac00 \uac1c\ud654\ud558\ub294 \uc2dc\uae30\uac00 \ub420 \uac83<\/p>\n\n\n\n

\u25a0\ud604\ub300\ucc28\uadf8\ub8f9\uc740 \ub85c\ubd07 \uc804\uc6a9 \ud6c8\ub828 \uac70\uc810\uc778 ‘\ub85c\ubd07 \uba54\ud0c0\ud50c\ub79c\ud2b8 \uc751\uc6a9\uc13c\ud130(RMAC)’\ub97c \uc804\uae30\ucc28 \uc804\uc6a9\uacf5\uc7a5\uc778 \uba54\ud0c0\ud50c\ub79c\ud2b8\uc544\uba54\ub9ac\uce74(HMGMA)\uac00 \uc788\ub294 \ubbf8\uad6d \uc870\uc9c0\uc544\uc8fc \uc0ac\ubc14\ub098 \uc778\uadfc\uc5d0 \uc870\uc131\ud558\ub294 \ubc29\uc548\uc744 \uc720\ub825\ud558\uac8c \uac80\ud1a0 \uc911<\/p>\n\n\n\n

\u25a0\ub85c\ubd07 \ud589\ub3d9 \ub370\uc774\ud130\uc14b\uc744 \uc81c\uacf5\ud558\ub294 \ud604\ub300\ucc28\uac00 \ub85c\ubd07\uc774 \ud6c8\ub828\ub418\ub294 RMAC\uc5d0 \uc9c1\uc811 \uc8fc\ub3c4\uc801\uc73c\ub85c \ud22c\uc790 \uc9c4\ud589\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub428<\/p>\n\n\n\n

\u25a0\ucf54\ub85c\ub098 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc57d\uc810\uc73c\ub85c \uc9c0\ubaa9\ub418\ub358 \uc790\uc728\uc8fc\ud589\uc740 \uc0c8\ub85c\uc6b4 \ub9ac\ub354\uac00 \uc601\uc785\ub418\uba74\uc11c \uae30\uc220 \uac1c\ubc1c \uc18d\ub3c4\uac00 \ube68\ub77c\uc9c0\uace0 \uc788\uc73c\uba70, SDV \ub85c\ub4dc\ub9f5\uc774 \uc0c8\ub86d\uac8c \uc81c\uc2dc\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud568<\/p>\n\n\n\n

\u25a0\ub610\ud55c, \ud604\uc7ac \uc804\uae30\ucc28 \uce90\uc998\uc758 \uc6d0\uc778\uc778 \ubc30\ud130\ub9ac \uae30\uc220 \ud55c\uacc4\ub97c \uadf9\ubcf5\ud560 \ucc28\uc138\ub300 \ubc30\ud130\ub9ac\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\ub294 \uc804\uace0\uccb4 \ubc30\ud130\ub9ac\ub97c \uc758\uc655 \ubc30\ud130\ub9ac \ud30c\uc77c\ub7ff \ub77c\uc778\uc5d0\uc11c \uc0dd\uc0b0 \uc911\uc774\uba70, 2027\ub144\uc5d0 \ucc28\ub7c9\uc5d0 \ud0d1\uc7ac\ud558\uc5ec \ud14c\uc2a4\ud2b8, 2030\ub144\uc5d4 \uc804\uace0\uccb4 \uc804\uc9c0 \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc74c<\/p>\n\n\n\n

\u25a0\uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uae30\uc5c5 \uc911 \ub85c\ubcf4\ud2f1\uc2a4, \uc790\uc728\uc8fc\ud589, \ucc28\uc138\ub300 \ubc30\ud130\ub9ac(\uc804\uace0\uccb4 \uc804\uc9c0) \uae30\uc220\uc744 \ubaa8\ub450 \uac16\ucd98 \uae30\uc5c5\uc740 \ud14c\uc2ac\ub77c(TSLA)\uc640 \ud604\ub300\ucc28\ubfd0\uc73c\ub85c, \ud604\ub300\ucc28\uc758 \uae30\uc220 \uc5ed\ub7c9\uc5d0 \ub300\ud55c \uc778\uc2dd\uc774 \ubcc0\ud654\ub418\uba74\uc11c \ud14c\uc2ac\ub77c \ub300\ube44 1\/20 \uc218\uc900\uc5d0 \ubd88\uacfc\ud55c \ubc38\ub958\uc5d0\uc774\uc158\uc758 \ub9ac\ub808\uc774\ud305 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ud310\ub2e8\ud568<\/p>\n\n\n\n

\u25a0\ub2e4\ub9cc, \ubbf8\uad6d \uad00\uc138 \uc601\ud5a5 \ub4f1\uc73c\ub85c 2026\ub144 \uc2e4\uc801 \uc131\uc7a5 \uac00\uc2dc\uc131\uc774 \ud06c\uc9c0 \uc54a\uace0, \ucd5c\uadfc \ubbf8\uad6d \uc5f0\ubc29\ub300\ubc95\uc6d0\uc758 ‘\ud2b8\ub7fc\ud504 \uad00\uc138’ \ubb34\ud6a8 \ud310\uacb0\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ubb34\uc5ed\ubc95\uc5d0 \uadfc\uac70\ud55c \uc2e0\uaddc \uae00\ub85c\ubc8c \uad00\uc138 15%\uac00 \ubd80\uacfc\ub418\ub294 \ub4f1 \ub2f9\ubd84\uac04 \uad00\uc138 \ubd88\ud655\uc2e4\uc131\uc774 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \ubcf4\uc774\ub294 \ub9cc\ud07c, \uad00\uc138 \uc774\uc288\uc5d0 \ub530\ub978 \uc8fc\uac00 \ubcc0\ub3d9\uc131 \ubc1c\uc0dd \uac00\ub2a5\uc131\uc5d0\ub294 \uc720\uc758\uac00 \ud544\uc694\ud568<\/p>\n\n\n\n

\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n<\/figure>\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.) 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