{"id":85446,"date":"2026-07-24T16:13:39","date_gmt":"2026-07-24T07:13:39","guid":{"rendered":"https:\/\/hibulls.com\/?p=85446"},"modified":"2026-07-24T16:13:40","modified_gmt":"2026-07-24T07:13:40","slug":"07-24-%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=85446","title":{"rendered":"[07.24] \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d"},"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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\u25a0\uc5b4\uc81c \ud558\ub8e8 \uc624\ub79c\ub9cc\uc5d0 \ud004\ub9ac\ud2f0 \uc88b\uc740 \uc0c1\uc2b9\uc7a5\uc774 \ub098\uc654\uc5c8\ub294\ub370, \uc624\ub298 \ub2e4\uc2dc \uc2dc\uc7a5\uc774 \uae09\ub77d \ub9c8\uac10\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc \uacc4\uc18d \ub9d0\uc500\ub4dc\ub824\uc654\ub358 \ubdf0(VIEW)\uc5d0\uc11c \ubc14\ub010 \uac83\uc740 \uc5c6\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uc8fc \uc54c\ud30c\ubcb3(GOOG)\uc744 \uc2dc\uc791\uc73c\ub85c \ub2e4\uc74c \uc8fc\uae4c\uc9c0 \ube45\ud14c\ud06c\ub4e4\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c AI CAPEX \uc9c0\uc18d \uc0c1\ud5a5\uc758 \ucee8\ube45\uc158\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc73c\uba74 \ubc18\ub3c4\uccb4 \uc139\ud130\uc758 \uc13c\ud2f0\uba58\ud0c8\uc5d0\ub294 \ubb38\uc81c\uac00 \uc5c6\uc744 \uac83\uc73c\ub85c \ubcf4\uba70, \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 \ubcf8\uaca9 \uc2dc\ud589\ub418\uba74 \uc2dc\uc7a5 \uc804\ubc18\uc758 \ubcc0\ub3d9\uc131\ub3c4 \uc644\ud654\ub418\uace0 \uc218\uae09\uc774 \ud655\uc0b0\ub418\uba70 \uc21c\ud658\ub9e4\uac00 \ub098\uc62c \uac83\uc774\ub780 \uae30\ub300\ub3c4 \uc5ec\uc804\ud788 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

8\uc6d4 5\uc77c\uc5d0 \uc2dc\ud589\ub420 \uc608\uc815\uc774\uc5c8\ub358 \ub2e8\uc77c\uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 ETF \uc608\ud0c1\uae08 \uae08\uc561 \uc0c1\ud5a5\uc774 7\uc6d4 31\uc77c\ub85c \uc0ac\ud758 \uc55e\ub2f9\uaca8\uc84c\ub2e4\ub294 \uc18c\uc2dd\ub3c4 \uc624\ub298 \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc774 \uacc4\uc18d \ud070 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc774\ub2c8\uae4c \uc815\ubd80\uac00 \uae09\ud558\uac8c \ub300\ucc98\ub97c \ud558\ub294 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ub2e4\uc74c \uc8fc \uae08\uc694\uc77c\ubd80\ud130 \uc2dc\ud589\uc778\ub370, \uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \uc644\ud654\uc5d0 \uc77c\uc815 \uc218\uc900 \uae30\uc5ec\ud560 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\u25a0\uc624\ub298\ub3c4 \uc5b4\uc81c\uc5d0 \uc774\uc5b4 \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \uad00\ub828 \uc885\ubaa9\uad70 \uc911 \uc5d0\ub108\uc9c0 \uad00\ub828\uc8fc\ub4e4\uc758 \uc2dc\uc138\uac00 \uac15\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \uac1c\ubcc4 \uc885\ubaa9\ub2e8\uc5d0\uc11c \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc774 \ub9e4\uc6b0 \ud06c\uae30 \ub54c\ubb38\uc5d0 \ub9e4\ub9e4 \uc811\uadfc\uc774 \uac00\ub2a5\ud55c \ubd80\ubd84\uc774 \uc0c1\ub2f9\ud788 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4. \uc624\ub298\uc740 \ucf54\uc2a4\ud53c \ub300\ud45c \ubc14\uc774\uc624 \uc885\ubaa9\uc778 \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4, \uc140\ud2b8\ub9ac\uc628\uc758 \uc8fc\uac00\uac00 \uac15\ud588\ub294\ub370, \uc5f0\uc18d\uc131\uc5d0 \ub300\ud55c \ud655\uc2e0\uc774 \uc5c6\uc5b4 \uc544\uc9c1\uc740 \ubcf4\uc218\uc801\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uc8fc \uc911\ubc18 \ubc18\uc9dd \uac15\ud588\ub358 \ub85c\ubd07\uc8fc\ub294 \uc800\ud76c\uac00 \ub2e8\uc21c\ud788 \ud14c\ub9c8 \uc131\uaca9\uc73c\ub85c \ud310\ub2e8\ud55c\ub2e4\uace0 \ub9d0\uc500\ub4dc\ub838\ub294\ub370, \uc5ed\uc2dc\ub098 \uc8fc \ud6c4\ubc18\uc5d0 \ub300\ubd80\ubd84 \uc2dc\uc138\ub97c \ubabb \uc9c0\ud0a4\uace0 \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc9c0\uae08\uc740 \uc0bc\uc131\uc804\uc790\/SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\uac00 \uc26c\uba74\uc11c \ubd88\uc465\ubd88\uc465 \uc2dc\uc138 \ubd84\ucd9c\uc744 \ud558\ub294 \uc139\ud130\uc5d0 \uc21c\ud658\ub9e4\uac00 \ub3c4\ub294 \uac83\uc73c\ub85c \ucc29\uac01\ud558\uae30 \uc26c\uc6b4\ub370\uc694. \uc758\ubbf8 \uc788\ub294 \uc21c\ud658\ub9e4\uc778\uc9c0, \uc758\ubbf8 \uc5c6\ub294 \ub2e8\uae30 \uc2dc\uc138 \ubd84\ucd9c\uc778\uc9c0 \uc798 \uad6c\ubd84\ud574\uc11c \uc811\uadfc\ud574\uc57c \ud558\uaca0\uc2b5\ub2c8\ub2e4. \uae30\ubcf8\uc801\uc73c\ub85c \ud380\ub354\uba58\ud0c8(\uc2e4\uc801 \ubaa8\uba58\ud140)\uc774 \ud2bc\ud2bc\ud558\uace0, \uc2e0\ub8b0\uc131 \ub192\uc740 \uba54\uc774\uc800 \uc218\uae09\uc774 \uc5f0\uc18d\uc801\uc73c\ub85c \uc720\uc785\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc800\ud76c\ub3c4 \ucd5c\uadfc \ub808\ubc84\ub9ac\uc9c0 ETF \uc8fc\uc694 \ub300\ucc45 \uc2dc\ud589 \uc774\ud6c4 \uc218\uae09 \ud655\uc0b0 \uc7a5\uc138\uc5d0 \ub300\ube44\ud574 \ubc14\ud140\ud53c\uc2f1\ud560 \uc218 \uc788\ub294 \uc885\ubaa9\uc744 \uc5f4\uc2ec\ud788 \uc11c\uce58 \uc911\uc778\ub370, \ub9e4\uc6b0 \uc2e0\uc911\ud558\uac8c \uc811\uadfc\ud558\uace0 \uc788\uc73c\ub2c8 \ucc38\uace0\ud574\uc8fc\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/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\uc5b4\uc81c \ud558\ub8e8 \uc624\ub79c\ub9cc\uc5d0 \ud004\ub9ac\ud2f0 \uc88b\uc740 \uc0c1\uc2b9\uc7a5\uc774 \ub098\uc654\uc5c8\ub294\ub370, \uc624\ub298 \ub2e4\uc2dc \uc2dc\uc7a5\uc774 \uae09\ub77d \ub9c8\uac10\ud569\ub2c8\ub2e4. \ucd5c\uadfc \uacc4\uc18d \ub9d0\uc500\ub4dc\ub824\uc654\ub358 \ubdf0(VIEW)\uc5d0\uc11c \ubc14\ub010 \uac83\uc740 \uc5c6\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uc8fc \uc54c\ud30c\ubcb3(GOOG)\uc744 \uc2dc\uc791\uc73c\ub85c \ub2e4\uc74c \uc8fc\uae4c\uc9c0 \ube45\ud14c\ud06c\ub4e4\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c AI CAPEX \uc9c0\uc18d \uc0c1\ud5a5\uc758 \ucee8\ube45\uc158\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc73c\uba74 \ubc18\ub3c4\uccb4 \uc139\ud130\uc758 […]<\/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[07.24] \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d - 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