{"id":84582,"date":"2026-07-02T16:42:31","date_gmt":"2026-07-02T07:42:31","guid":{"rendered":"https:\/\/hibulls.com\/?p=84582"},"modified":"2026-07-02T16:42:32","modified_gmt":"2026-07-02T07:42:32","slug":"07-02-%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=84582","title":{"rendered":"[07.02] \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

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

\u25a0\uc624\ub298\uc740 \ubbf8\uad6d\uc99d\uc2dc\uc5d0\uc11c \uba54\ud0c0(META)\uac00 \uadf8\ub3d9\uc548 \uad6c\ucd95\ud55c AI \uc778\ud504\ub77c \uc911 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc544 \ub0a8\ub294 \uc789\uc5ec \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \uc678\ubd80 \uace0\uac1d\uc5d0\uac8c \uc81c\uacf5\ud558\ub294 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc744 \ud55c\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc9c0\uba74\uc11c \ubc18\ub3c4\uccb4 \uc139\ud130\ub97c \uc911\uc2ec\uc73c\ub85c \uc2dc\uc7a5\uc774 \ud3ed\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uac1c\uc7a5 \uc804 \uc2dc\ud669\uc5d0\uc11c\ub3c4 \uac04\ub2e8\ud558\uac8c \ucf54\uba58\ud2b8 \ub4dc\ub838\ub294\ub370, \uc54c\ud30c\ubcb3(GOOGL)\/\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MSFT)\/OpenAI \ub4f1 \uc0c1\uc704 AI \ubaa8\ub378\uc744 \ubcf4\uc720\ud55c \ube45\ud14c\ud06c\ub4e4\uc758 \ud22c\uc790\ub294 \uacc4\uc18d\ub420 \uc218 \ubc16\uc5d0 \uc5c6\uc73c\uba70, \uba54\ud0c0(META)\ucc98\ub7fc \ud558\uc704 AI \ubaa8\ub378\uc744 \ubcf4\uc720\ud55c \uae30\uc5c5\ub4e4\ub3c4 AI CAPEX\ub294 \uacc4\uc18d \ud558\uba74\uc11c \ud6a8\uc728\uc131\uc774 \ub0ae\uc740 \uc77c\ubd80 \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \ub9e4\ucd9c\ub85c \uc804\ud658\ud558\uba74\uc11c \uc218\uc775\uc131 \ud558\ub77d\uc744 \ubc29\uc5b4\ud558\uaca0\ub2e4\ub294 \uc804\ub7b5\uc73c\ub85c \ud574\uc11d<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc800\ud76c\ub294 \uc624\ub298 \ubc18\ub3c4\uccb4 \uc139\ud130 \uae09\ub77d\uc758 \uc6d0\uc778\uc73c\ub85c \uc791\uc6a9\ud55c \ube45\ud14c\ud06c\ub4e4\uc758 AI CAPEX \ucd95\uc18c \ub610\ub294 \uc18d\ub3c4 \uc870\uc808 \uc6b0\ub824\ub294 \uacfc\ub3c4\ud558\ub2e4\uace0 \ud310\ub2e8<\/strong>\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub2e4\ub9cc, \ub2e8\uae30\uc801\uc73c\ub85c\ub294 AI CAPEX \ucd95\uc18c \ub610\ub294 \uc18d\ub3c4 \uc870\uc808 \uc6b0\ub824\uac00 \uacc4\uc18d \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 7\uc6d4 \ucd08 \uc0bc\uc131\uc804\uc790 2\ubd84\uae30 \uc7a0\uc815 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc2dc\uc791\uc73c\ub85c, 7\uc6d4 \ub9d0 SK\ud558\uc774\ub2c9\uc2a4\uc640 \ube45\ud14c\ud06c\ub4e4\uc758 \uc2e4\uc801 \ubc1c\ud45c \uc774\ubca4\ud2b8\ub97c \uc9c0\ub098\uba70 AI CAPEX \uc131\uc7a5\uc5d0 \ubb38\uc81c\uac00 \uc5c6\ub2e4\ub294 \uc810\uc774 \ud655\uc778\ub418\uba74 \ubc18\ub3c4\uccb4 \uc139\ud130\uc5d0 \ub300\ud55c \ud22c\uc790\uc2ec\ub9ac\ub3c4 \uc548\uc815\ub420 \uac83\uc73c\ub85c \uc804\ub9dd<\/strong>\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc8fc\uc694 IT \uae30\uc5c5 2\ubd84\uae30 \uc774\ubca4\ud2b8 \uc77c\uc815(\uc608\uc0c1)<\/strong><\/p>\n\n\n\n

-\uc0bc\uc131\uc804\uc790 \uc7a0\uc815 \uc2e4\uc801 : 7\uc6d4 7\uc77c
-SK\ud558\uc774\ub2c9\uc2a4 \ubbf8\uad6d ADR \uc0c1\uc7a5 : 7\uc6d4 10\uc77c
-SK\ud558\uc774\ub2c9\uc2a4 \uc7a0\uc815 \uc2e4\uc801 : 7\uc6d4 29\uc77c
-\uc54c\ud30c\ubcb3(GOOG) \uc2e4\uc801 : 7\uc6d4 22\uc77c
-\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MSFT) \uc2e4\uc801 : 7\uc6d4 29\uc77c
-\uba54\ud0c0(META) \uc2e4\uc801 : 7\uc6d4 29\uc77c
-\uc560\ud50c(AAPL) \uc2e4\uc801 : 7\uc6d4 30\uc77c
-\uc544\ub9c8\uc874(AMZN) \uc2e4\uc801 : 7\uc6d4 30\uc77c
-\uc5d4\ube44\ub514\uc544(NVDA) \uc2e4\uc801 : 8\uc6d4 26\uc77c<\/strong><\/p>\n\n\n\n

\u25a0\uc5b4\uc81c \ud654\uc7a5\ud488\uc8fc\ub4e4 \uc8fc\uac00 \uac15\uc138\uac00 \uc624\ub298\ub3c4 \uc774\uc5b4\uc9c0\uba74\uc11c \uc18c\ube44\uc7ac, \uae08\uc735 \uc5c5\uc885<\/strong>\uc774 \uc804\ubc18\uc801\uc73c\ub85c \uc88b\uc558\uc2b5\ub2c8\ub2e4. \uc5b4\uc81c\ub294 6\uc6d4 \ud654\uc7a5\ud488 \uc218\ucd9c \ub370\uc774\ud130 \ud638\uc870\uac00 \uc6d0\uc778\uc774\uc5c8\ub2e4\uba74, \uc624\ub298\uc740 \ubc18\ub3c4\uccb4 \uc139\ud130\ub97c \uc911\uc2ec\uc73c\ub85c \uc2dc\uc7a5\uc774 \uae09\ub77d\ud558\uba74\uc11c \uc18c\ube44\uc7ac\uc640 \uae08\uc735 \uc5c5\uc885\uc774 \ubc29\uc5b4\uc8fc\ub85c \uc6cc\ud0b9<\/strong>\ud55c \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc\uc5d0 \uc800\ud76c \ud558\uc774\ubd88\uc2a4\uc5d0\uc11c\ub3c4 \uc18c\ube44\uc7ac \uc885\ubaa9\ub4e4\uc744 \ub9ce\uc774 \ucd94\ucc9c\ud574\ub4dc\ub838\ub294\ub370\uc694. \uc774\uc775 \ubaa8\uba58\ud140\uc740 \uc88b\uc740\ub370, \ubc18\ub3c4\uccb4 \uc8fc\ub3c4 \uc7a5\uc138\uc5d0 \ubc00\ub824 \ud798\uc744 \ubabb \uc4f0\uba74\uc11c \ud380\ub354\uba58\ud0c8\uacfc \ub2ec\ub9ac \uc8fc\uac00\uac00 \ub9ce\uc774 \ubc00\ub838\uc5c8\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc139\ud130\uac00 \uc870\uc815 \ubc1b\ub294 \ub3d9\uc548, \uc21c\ud658\ub9e4\uac00 \ub3cc\uba74\uc11c \uc81c\uac12 \ubc1b\uae30\ub97c \ud560 \uc218 \uc788\uc744 \uac83\uc73c\ub85c \uae30\ub300<\/strong>\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc544\ub798\ub294 \uc624\ub298 \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \uc0c1\uc704 \uc18c\ube44\uc7ac, \uae08\uc735\uc8fc \uc911 \ucd5c\uadfc \ud558\uc774\ubd88\uc2a4 \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc \ub610\ub294 \uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \uc90d\uc90d \ucd94\ucc9c\uc8fc\ub85c \uc81c\uc2dc\ud574\ub4dc\ub838\ub358 \uc885\ubaa9<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\u203bKB\uae08\uc735 : https:\/\/hibulls.com\/?p=83863<\/a>
\u203b\uc778\ubc14\ub514 : https:\/\/hibulls.com\/?p=84264<\/a>
\u203b\ud638\ud154\uc2e0\ub77c : https:\/\/hibulls.com\/?p=83975<\/a>
\u203b\ud55c\uad6d\ucf5c\ub9c8 : https:\/\/hibulls.com\/?p=84405<\/a>
\u203b\uc81c\ub2c9 : https:\/\/hibulls.com\/?p=84525<\/a><\/strong><\/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\uc624\ub298\uc740 \ubbf8\uad6d\uc99d\uc2dc\uc5d0\uc11c \uba54\ud0c0(META)\uac00 \uadf8\ub3d9\uc548 \uad6c\ucd95\ud55c AI \uc778\ud504\ub77c \uc911 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc544 \ub0a8\ub294 \uc789\uc5ec \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \uc678\ubd80 \uace0\uac1d\uc5d0\uac8c \uc81c\uacf5\ud558\ub294 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc744 \ud55c\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc9c0\uba74\uc11c \ubc18\ub3c4\uccb4 \uc139\ud130\ub97c \uc911\uc2ec\uc73c\ub85c \uc2dc\uc7a5\uc774 \ud3ed\ub77d\ud588\uc2b5\ub2c8\ub2e4. \uac1c\uc7a5 \uc804 \uc2dc\ud669\uc5d0\uc11c\ub3c4 \uac04\ub2e8\ud558\uac8c \ucf54\uba58\ud2b8 \ub4dc\ub838\ub294\ub370, \uc54c\ud30c\ubcb3(GOOGL)\/\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MSFT)\/OpenAI \ub4f1 \uc0c1\uc704 AI \ubaa8\ub378\uc744 […]<\/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[07.02] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9 - 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