{"id":85385,"date":"2026-07-23T17:12:44","date_gmt":"2026-07-23T08:12:44","guid":{"rendered":"https:\/\/hibulls.com\/?p=85385"},"modified":"2026-07-23T17:12:46","modified_gmt":"2026-07-23T08:12:46","slug":"07-23-%ec%99%b8%ea%b5%ad%ec%9d%b8-%ea%b8%b0%ea%b4%80-%ec%88%98%ea%b8%89-%eb%b6%84%ec%84%9d","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=85385","title":{"rendered":"[07.23] \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d"},"content":{"rendered":"\n<p><em>(\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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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 class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"976\" height=\"1024\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-21-976x1024.png\" alt=\"\" class=\"wp-image-85386\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-21-976x1024.png 976w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-21-286x300.png 286w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-21-768x806.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-21.png 1033w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"976\" height=\"1024\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-24-976x1024.png\" alt=\"\" class=\"wp-image-85387\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-24-976x1024.png 976w, 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https:\/\/hibulls.com\/wp-content\/uploads\/2026\/07\/image_2026-07-23_16-54-26-1536x1200.png 1536w\" sizes=\"(max-width: 1845px) 100vw, 1845px\" \/><\/figure>\n\n\n\n<p>\u25a0\uc54c\ud30c\ubcb3(GOOG)\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uc744 \uc0c1\ud68c\ud558\ub294 \uc88b\uc740 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uace0 AI CAPEX \uac00\uc774\ub358\uc2a4\uae4c\uc9c0 \uc0c1\ud5a5 \uc870\uc815\ud558\uba74\uc11c \uc2dc\uc7a5\uc758 \ubd88\uc548\uac10\uc774 \uc870\uae08\uc740 \uc644\ud654\ub41c \uc624\ub298\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \ubc18\ub3c4\uccb4 \uc139\ud130\ub294 \ube45\ud14c\ud06c\ub4e4\uc774 \ube44\uc6a9 \ubd80\ub2f4\uc73c\ub85c AI CAPEX\ub97c \uc9c0\uc18d \uc0c1\ud5a5\ud558\uc9c0 \ubabb\ud560 \uac83\uc774\ub77c\ub294 \uc6b0\ub824\uac00 \uc8fc\uac00\ub97c \uc9d3\ub204\ub974\uace0 \uc788\uc5c8\ub294\ub370\uc694. \uc774\ub7f0 \uc6b0\ub824\ub97c \ub35c\uc5b4\ub0bc \uc218 \uc788\uac8c \ud574 \uc900 \uc2e4\uc801 \ubc1c\ud45c 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sizes=\"(max-width: 635px) 100vw, 635px\" \/><\/figure>\n\n\n\n<p><strong>\ub2e4\uc74c \uc8fc\uae4c\uc9c0 \ube45\ud14c\ud06c\ub4e4\uc774 \uc88b\uc740 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uba74\uc11c AI CAPEX \uc0c1\ud5a5 \ucd94\uc138\uc5d0 \ubb38\uc81c\uac00 \uc5c6\ub2e4\ub294 \uc810\uc744 \ud655\uc778\uc2dc\ucf1c\uc8fc\uace0, 8\uc6d4\uc5d0 \uc0bc\uc131\uc804\uc790\/SK\ud558\uc774\ub2c9\uc2a4 \ub2e8\uc77c\uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 ETF \uc8fc\uc694 \ub300\ucc45(\uae30\ubcf8\uc608\ud0c1\uae08 \uac15\ud654, \ub9e4\ub9e4 \uc218\ub7c9 \ub2e8\uc704 \ud655\ub300)\uc774 \uc2dc\ud589\ub418\uba74, \uc0bc\uc131\uc804\uc790\/SK\ud558\uc774\ub2c9\uc2a4 \ubcf8\uc8fc\uc758 \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc774 \uc904\uc5b4\ub4e4\uba74\uc11c \uc2dc\uc138\uac00 \uc548\uc815\ub420 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<p>\u25a0\ucd5c\uadfc\uc5d0 \uc0bc\uc131\uc804\uc790\/SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2dc\uc138 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\ud654\uba74\uc744 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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\uc54c\ud30c\ubcb3(GOOG)\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uc744 \uc0c1\ud68c\ud558\ub294 \uc88b\uc740 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uace0 AI CAPEX \uac00\uc774\ub358\uc2a4\uae4c\uc9c0 \uc0c1\ud5a5 \uc870\uc815\ud558\uba74\uc11c \uc2dc\uc7a5\uc758 \ubd88\uc548\uac10\uc774 \uc870\uae08\uc740 \uc644\ud654\ub41c \uc624\ub298\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \ubc18\ub3c4\uccb4 \uc139\ud130\ub294 \ube45\ud14c\ud06c\ub4e4\uc774 \ube44\uc6a9 \ubd80\ub2f4\uc73c\ub85c AI CAPEX\ub97c \uc9c0\uc18d \uc0c1\ud5a5\ud558\uc9c0 \ubabb\ud560 \uac83\uc774\ub77c\ub294 \uc6b0\ub824\uac00 \uc8fc\uac00\ub97c \uc9d3\ub204\ub974\uace0 \uc788\uc5c8\ub294\ub370\uc694. \uc774\ub7f0 \uc6b0\ub824\ub97c \ub35c\uc5b4\ub0bc \uc218 \uc788\uac8c 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