{"id":34058,"date":"2026-04-24T08:36:28","date_gmt":"2026-04-23T23:36:28","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=34058"},"modified":"2026-04-24T08:36:28","modified_gmt":"2026-04-23T23:36:28","slug":"%ec%98%81%ec%83%81%ed%95%9c%ea%b5%ad-1%eb%b6%84%ea%b8%b0-gdp-1-7%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%88%98%ec%b6%9c-%ec%a3%bc%eb%8f%84-5%eb%85%84-6%ea%b0%9c%ec%9b%94-%eb%a7%8c%ec%97%90-%ec%b5%9c","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=34058","title":{"rendered":"\uc601\uc0c1\ud55c\uad6d 1\ubd84\uae30 GDP 1.7%\u2026\ubc18\ub3c4\uccb4 \uc218\ucd9c \uc8fc\ub3c4, 5\ub144 6\uac1c\uc6d4 \ub9cc\uc5d0 \ucd5c\uace0"},"content":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551<\/p>\n

* \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4<\/p>\n

[\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551]<\/p>\n

\u25a0 \ubc18\ub3c4\uccb4 \uc8fc\ub3c4 GDP \uc11c\ud504\ub77c\uc774\uc988, \uc131\uc7a5 \ub3d9\ub825 \uc7ac\ud655\uc778: \uc62c\ud574 1\ubd84\uae30 \uad6d\ub0b4 GDP\uac00 \uc804 \ubd84\uae30 \ub300\ube44 1.7% \uc131\uc7a5\ud558\uba70 \ud55c\uc740 \uc804\ub9dd\uce58(0.9%)\uc758 \ub450 \ubc30\ub97c \uae30\ub85d, 2020\ub144 3\ubd84\uae30 \uc774\ud6c4 5\ub144 6\uac1c\uc6d4 \ub9cc\uc5d0 \ucd5c\uace0 \uc131\uc7a5\ub960\uc744 \ub2ec\uc131\ud588\ub2e4. \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc774 \uc21c\uc218\ucd9c \uc131\uc7a5 \uae30\uc5ec\ub3c4 1.1%\ud3ec\uc778\ud2b8\ub97c \uc8fc\ub3c4\ud55c \ub9cc\ud07c, \ubc18\ub3c4\uccb4 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uc218\ucd9c \uad6c\uc870\uc5d0\uc11c \uacbd\uae30 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\ub824\uba74 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 \ud568\uaed8 \ub0b4\uc218 \ud68c\ubcf5 \uc804\ub7b5\uc758 \ubcd1\ud589\uc774 \uc2dc\uae09\ud558\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

\u25a0 \uae30\uc5c5 AX \uc2dc\uc7a5 \uc8fc\ub3c4\uad8c \uc7c1\ud0c8\uc804 \uac00\uc18d\ud654: \uad6c\uae00\uc774 \uc5f0\ud3c9\uade0 44.1% \uc131\uc7a5\uc774 \uc804\ub9dd\ub418\ub294 \uae30\uc5c5 AI \uc804\ud658(AX) \uc2dc\uc7a5 \uacf5\ub7b5\uc744 \uc704\ud574 \uce69\u00b7\ud074\ub77c\uc6b0\ub4dc\u00b7AI \ubaa8\ub378\u00b7\uc5d0\uc774\uc804\ud2b8\uc758 \uc218\uc9c1 \ud1b5\ud569 \uc804\ub7b5\uc744 \uacf5\uac1c\ud588\uace0, \uc0bc\uc131SDS\ub294 2031\ub144\uae4c\uc9c0 AI \uc778\ud504\ub77c\uc640 M&A\uc5d0 10\uc870 \uc6d0\uc744 \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \uc120\uc5b8\ud588\ub2e4. \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uc640 \uad6d\ub0b4 IT \uc11c\ube44\uc2a4 \uae30\uc5c5\uc774 \ub3d9\uc2dc\uc5d0 \ub300\uaddc\ubaa8 AX \ud22c\uc790\uc5d0 \ub098\uc11c\uba74\uc11c, \ube44(\u975e)IT \uae30\uc5c5 \uacbd\uc601\uc9c4\ub3c4 AI \uc804\ud658 \ub85c\ub4dc\ub9f5 \uc218\ub9bd\uacfc \ud30c\ud2b8\ub108 \uc120\uc815 \uc804\ub7b5\uc744 \uc11c\ub458\ub7ec\uc57c \ud55c\ub2e4\ub294 \ud574\uc11d\uc774\ub2e4.<\/p>\n

\u25a0 \uae00\ub85c\ubc8c \uc0ac\ubaa8\ub300\ucd9c \ubd80\uc2e4\uacfc \ud22c\uc790 \ub9ac\uc2a4\ud06c \uc7ac\uc810\uac80: \ubbf8\uad6d\uc5d0\uc11c 14\uc5b5 \ub2ec\ub7ec(\uc57d 2\uc870 \uc6d0) \uaddc\ubaa8\uc758 \ud5ec\uc2a4\ucf00\uc5b4 \uc0ac\ubaa8 \ub300\ucd9c \ubd80\uc2e4\uc774 \uc218\uba74 \uc704\ub85c \ub5a0\uc624\ub974\uba70 \ube14\ub799\uc2a4\ud1a4\u00b7KKR \ub4f1 \uc8fc\uc694 \uc0ac\ubaa8\ud380\ub4dc\uac00 \ucc44\ubb34 \uad6c\uc870\uc870\uc815\uc5d0 \ub3cc\uc785\ud588\ub2e4. S&P\uae00\ub85c\ubc8c\uc774 2027\ub144\uae4c\uc9c0 \ud5ec\uc2a4\ucf00\uc5b4 \ubd84\uc57c\uc758 \uc2e0\uc6a9\ub4f1\uae09 \ud558\ud5a5 \uc870\uc815\uc744 \uc608\uace0\ud55c \uac00\uc6b4\ub370, \uc0ac\ubaa8\ub300\ucd9c \ubc0f \ub300\uccb4\ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud55c \uae30\uc5c5\ub4e4\uc740 \uad00\ub828 \ub9ac\uc2a4\ud06c\ub97c \uae34\uae09 \uc7ac\uc810\uac80\ud574\uc57c \ud55c\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n

[\uae30\uc5c5 CEO \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. \uc804\uc7c1 \uc545\uc7ac \ub204\ub978 \ubc18\ub3c4\uccb4\u20261\ubd84\uae30 GDP 1.7% \uae5c\uc9dd \uc131\uc7a5<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud55c\uad6d\uc740\ud589\uc740 \uc62c\ud574 1\ubd84\uae30 GDP \uc131\uc7a5\ub960\uc774 \uc804 \ubd84\uae30 \ub300\ube44 1.7%\ub85c, \ub2f9\ucd08 \uc804\ub9dd\uce58 0.9%\uc758 \ub450 \ubc30\uc5d0 \ub2ec\ud558\ub294 \uc11c\ud504\ub77c\uc774\uc988 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\ub2e4\uace0 23\uc77c \ubc1c\ud45c\ud588\ub2e4. \uc131\uc7a5 \ub3d9\ub825\uc758 \ud575\uc2ec\uc740 \ubc18\ub3c4\uccb4 \uc218\ucd9c\ub85c, \uc21c\uc218\ucd9c\uc774 GDP \uc131\uc7a5\uc5d0 1.1%\ud3ec\uc778\ud2b8\ub97c \uae30\uc5ec\ud574 \ub0b4\uc218(0.6%\ud3ec\uc778\ud2b8)\ub97c \ub450 \ubc30 \uc218\uc900\uc73c\ub85c \uc55e\uc9c8\ub800\ub2e4. \ud55c\uc740\uc740 \ub300\ud45c\uc801 \ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub450 \uacf3\uc758 1\ubd84\uae30 \uc2e4\uc801\uc774 \uc9c0\ub09c\ud574 \uc5f0\uac04 \uc2e4\uc801\uc5d0 \uc721\ubc15\ud558\uac70\ub098 \uc0c1\ud68c\ud588\ub2e4\uace0 \ubc1d\ud614\uc73c\uba70, \uc124\ube44\ud22c\uc790\ub3c4 \uc804\uae30 \ub300\ube44 4.8% \uc99d\uac00\ud588\ub2e4. \uc218\ucd9c\uacfc \ud22c\uc790\uac00 \uacac\uc870\ud55c \ud750\ub984\uc744 \ubcf4\uc774\uace0 \uc788\uc73c\ub098 \ub0b4\uc218 \ud68c\ubcf5\uc740 \uc544\uc9c1 \uc81c\ud55c\uc801\uc774\ub77c\ub294 \uc810\uc5d0\uc11c, \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc0ac\uc774\ud074\uacfc AI \ud22c\uc790 \ud750\ub984\uc774 \uad6d\ub0b4 \uacbd\uae30 \uc804\ubc18\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uacbd\uc601 \uacc4\ud68d\uc5d0 \uba74\ubc00\ud788 \ubc18\uc601\ud574\uc57c \ud55c\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

2. \uafc8\uc758 \uc601\uc5c5\uc774\uc775\ub960 72%\u2026\ud558\uc774\ub2c9\uc2a4 \uc138\uacc4 1\uc704 \ucc0d\uc5c8\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: SK\ud558\uc774\ub2c9\uc2a4(000660) \ub294 1\ubd84\uae30 \ub9e4\ucd9c 52\uc870 5763\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 37\uc870 6103\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud558\uba70 \uc601\uc5c5\uc774\uc775\ub960 71.5%\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\ub2e4. \uc774\ub294 \uc5d4\ube44\ub514\uc544(65%)\u00b7TSMC(58%)\ub294 \ubb3c\ub860 \uc560\ud50c(35.3%)\u00b7\uad6c\uae00(31.6%)\ub9c8\uc800 \uc555\ub3c4\ud558\ub294 \uc218\uce58\ub85c, \uc804 \uc138\uacc4 \uc8fc\uc694 \uc81c\uc870 \uc5c5\uccb4 \uac00\uc6b4\ub370 \uc0ac\uc2e4\uc0c1 1\uc704\uc5d0 \ud574\ub2f9\ud55c\ub2e4\ub294 \ud3c9\uac00\ub2e4. AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\ub85c D\ub7a8\u00b7HBM\u00b7\ub0b8\ub4dc \uac00\uaca9\uc774 \ud3ed\ub4f1\ud55c \ub355\ubd84\uc73c\ub85c, \uae08\uc735\ud22c\uc790 \uc5c5\uacc4\ub294 2\ubd84\uae30\uc640 3\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc774 \uac01\uac01 60\uc870 \uc6d0, 70\uc870 \uc6d0\uc744 \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4. \ud558\ubc18\uae30\ubd80\ud130 HBM4 \ucd9c\ud558\uac00 \ubcf8\uaca9\ud654\ub418\uace0 3\ub144\uce58 \uc218\uc694\uac00 \uc0dd\uc0b0\ub2a5\ub825\uc744 \uc0c1\ud68c\ud55c\ub2e4\ub294 \ud68c\uc0ac \uce21 \uc124\uba85\uc774 \ub098\uc624\ub294 \ub9cc\ud07c, \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc5d0 \uc5f0\uacb0\ub41c \uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44 \uae30\uc5c5\ub4e4\uc740 \ub300\uc751 \uc804\ub7b5\uc744 \uc120\uc81c\uc801\uc73c\ub85c \uad6c\uccb4\ud654\ud574\uc57c \ud560 \uc2dc\uc810\uc774\ub77c\ub294 \ud574\uc11d\uc774\ub2e4.<\/p>\n

\uc131\uacfc\uae09 20\uc870 \uc2dc\ub300! \ub3c8 \uc4f8\uc5b4 \ub2f4\ub294 SK\ud558\uc774\ub2c9\uc2a4, \uac1c\ubbf8\ub4e4\uc5d0\uac8c \ub0a8\uc740 \ub9c8\uc9c0\ub9c9 \uc9c4\uc785 \uad6c\uac04 <\/p>\n

3. \u97d3 SI\u00b7\uc740\ud589\u00b7\ubdf0\ud2f0\uae4c\uc9c0\u2026\uae30\uc5c5AX \uc8fc\ub3c4\uad8c \ub178\ub9ac\ub294 \uad6c\uae00<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uad6c\uae00 \ud074\ub77c\uc6b0\ub4dc\ub294 22\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub77c\uc2a4\ubca0\uc774\uac70\uc2a4 \u2018\uad6c\uae00 \ud074\ub77c\uc6b0\ub4dc \ub125\uc2a4\ud2b8 2026\u2019\uc5d0\uc11c \u2018\uc81c\ubbf8\ub098\uc774 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc5d0\uc774\uc804\ud2b8 \ud50c\ub7ab\ud3fc\u2019\uc744 \uacf5\uac1c\ud558\uba70 \uce69\u00b7\ud074\ub77c\uc6b0\ub4dc\u00b7AI \ubaa8\ub378\u00b7\uc5d0\uc774\uc804\ud2b8\uc758 \uc218\uc9c1 \ud1b5\ud569 \uc804\ub7b5\uc744 \uba85\ud655\ud788 \ud588\ub2e4. \uad6d\ub0b4\uc5d0\uc11c\ub294 \uce74\uce74\uc624\ubc45\ud06c(323410) \u00b7\uc62c\ub9ac\ube0c\uc601\uc774 \uc774\ubbf8 \ub3c4\uc785\uc5d0 \ub098\uc130\uace0, \uc0bc\uc131SDS\uc640\ub294 \uc18c\ubc84\ub9b0 AI \uc0ac\uc5c5\uc744 \ud3ec\ud568\ud55c \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744, LG CNS\uc640\ub294 \uc81c\uc870\u00b7\uae08\uc735\u00b7\ud5ec\uc2a4\ucf00\uc5b4 \uc601\uc5ed AI \uc11c\ube44\uc2a4 \uad6c\ucd95 \ud611\ub825\uc744 \uccb4\uacb0\ud588\ub2e4. \ud504\ub808\uc2dc\ub358\uc2a4\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uae30\uc5c5 AI \uc2dc\uc7a5\uc740 2034\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 44.1% \uc131\uc7a5\ud574 5607\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucee4\uc9c8 \uc804\ub9dd\uc774\ub2e4. \ub9e5\ud0a8\uc9c0\u00b7BCG \ub4f1 \uae00\ub85c\ubc8c \ucee8\uc124\ud305\uc0ac\uae4c\uc9c0 \uad6c\uae00 \ud074\ub77c\uc6b0\ub4dc\uc640 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \uc787\ub2ec\uc544 \ud655\uc7a5\ud558\ub294 \ud750\ub984 \uc18d\uc5d0\uc11c, \uae30\uc5c5 AX \ud30c\ud2b8\ub108 \uc120\uc815\uacfc \ub0b4\ubd80 AI \uc5ed\ub7c9 \ud655\ubcf4 \uc804\ub7b5\uc744 \ub3d9\uc2dc\uc5d0 \ucd94\uc9c4\ud574\uc57c \ud55c\ub2e4\ub294 \uc124\uba85\uc774 \ub098\uc628\ub2e4.<\/p>\n

HBM \uc218\uc694 6\ubc30 \uac10\uc18c? \uc2dc\uc7a5\uc774 \uc644\uc804\ud788 \uc624\ud574\ud558\uace0 \uc788\ub294 3\uac00\uc9c0 \uc774\uc720\u3163\uad6c\uae00 \ud130\ubcf4\ud000\ud2b8 <\/p>\n

[\uae30\uc5c5 CEO \ucc38\uace0 \ub274\uc2a4]<\/p>\n

4. \uc0bc\uc131SDS, AI\uc778\ud504\ub77c\u00b7M&A\uc5d0 5\ub144\uac04 10\uc870 \uc3df\ub294\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131SDS\ub294 2031\ub144\uae4c\uc9c0 AI \uc778\ud504\ub77c 5\uc870 \uc6d0, M&A 4\uc870 \uc6d0, AI \uc11c\ube44\uc2a4\u00b7\ud50c\ub7ab\ud3fc 1\uc870 \uc6d0 \ub4f1 \ucd1d 10\uc870 \uc6d0\uc744 \ud22c\uc790\ud558\ub294 \uc911\uc7a5\uae30 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\ub2e4. \uad6c\ubbf8 AI\ub370\uc774\ud130\uc13c\ud130(2\uc870 1000\uc5b5 \uc6d0)\u00b7\uad6d\uac00AI\ucef4\ud4e8\ud305\uc13c\ud130(1000\uc5b5~2000\uc5b5 \uc6d0) \uc2e0\uc124\uc744 \ud575\uc2ec \ucd95\uc73c\ub85c \uc0bc\uc558\uc73c\uba70, M&A \ub300\uc0c1\uc73c\ub85c\ub294 \ubd81\ubbf8\u00b7\uc544\uc2dc\uc544 \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7IT \uae30\uc5c5\uacfc \ud53c\uc9c0\uceecAI\u00b7\ub514\uc9c0\ud138\uc790\uc0b0 \uae30\uc220 \ubcf4\uc720 \uae30\uc5c5\uc774 \uac70\ub860\ub410\ub2e4. \uc7ac\uc6d0\uc740 KKR\ub85c\ubd80\ud130 \uc720\uce58\ud55c 1\uc870 2000\uc5b5 \uc6d0\uacfc \ud604\uae08\uc131 \uc790\uc0b0 6\uc870 6000\uc5b5 \uc6d0, \ubbf8\ub798 \uc601\uc5c5\uc774\uc775\uc73c\ub85c \ucda9\ub2f9\ud560 \uacc4\ud68d\uc774\ub2e4. 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc774 \uc804\ub144 \ub300\ube44 70.8% \uae09\uac10\ud55c \uc0c1\ud669\uc5d0\uc11c\ub3c4 ROE\ub97c 2028\ub144 10%, 2030\ub144 12%\ub85c \ub04c\uc5b4\uc62c\ub9ac\uaca0\ub2e4\ub294 \ubaa9\ud45c\ub97c \uc81c\uc2dc\ud55c \ub9cc\ud07c, IT \uc11c\ube44\uc2a4 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uae30\uc5c5\ub4e4\uc740 AI \uc804\ud658 \ud22c\uc790 \uaddc\ubaa8\uc640 \ud0c0\uc774\ubc0d\uc5d0 \ub300\ud55c \uc790\uccb4 \uae30\uc900\uc744 \uc7ac\uc815\ub9bd\ud560 \ud544\uc694\uac00 \uc788\ub2e4\ub294 \ud574\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

5. \uc0ac\ubaa8\ub300\ucd9c \ub36e\uce5c \u2018\ubcf5\ubcd1\u2019 \ud5ec\uc2a4\ucf00\uc5b4…\ube14\ub799\uc2a4\ud1a4\u00b7KKR, 2\uc870 \ubd80\uc2e4 \ube44\uc0c1<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uce58\uacfc \uacbd\uc601 \uc11c\ube44\uc2a4 \uae30\uc5c5 \uc5b4\ud3ec\ub354\ube14\ucf00\uc5b4\uac00 14\uc5b5 \ub2ec\ub7ec(\uc57d 2\uc870 \uc6d0) \uaddc\ubaa8 \uc0ac\ubaa8 \ub300\ucd9c \uc0c1\ud658\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc73c\uba74\uc11c \ube14\ub799\uc2a4\ud1a4\u00b7KKR\u00b7\uc548\ud0c0\ub808\uc2a4\uce90\ud53c\ud138 \ub4f1\uc774 \ucc44\ubb34 \uad6c\uc870\uc870\uc815 \ud611\uc758\uc5d0 \ub3cc\uc785\ud588\ub2e4. \uc774\uc790\ub97c \ud604\uae08 \ub300\uc2e0 \ucc44\uad8c\uc73c\ub85c \ubc1b\ub294 \u2018\ud604\ubb3c \uc0c1\ud658(PIK)\u2019 \ubc29\uc2dd\uc73c\ub85c \ud68c\uacc4\uc0c1 \ubb38\uc81c\uac00 \uc5c6\uc5b4 \ubcf4\uc774\uc9c0\ub9cc \uc2e4\uc81c\ub85c\ub294 \uc6d0\uae08\uc774 \ubd88\uc5b4\ub098\ub294 \uad6c\uc870\uc5ec\uc11c, \uc0ac\ubaa8 \ub300\ucd9c \uc2dc\uc7a5\uc758 \uc228\uc740 \ubd80\uc2e4\uc774 \uc5bc\ub9c8\ub098 \ub418\ub294\uc9c0 \ud30c\uc545\ud558\uae30 \uc5b4\ub835\ub2e4\ub294 \uc9c0\uc801\uc774 \ub098\uc628\ub2e4. \uac19\uc740 \ub300\ucd9c\uc5d0 \ub300\ud574 \ube14\ub799\uc2a4\ud1a4(\uc561\uba74\uac00\uc758 80%)\u00b7FS KKR(93%)\u00b7\ub274\ub9c8\uc6b4\ud2f4(10%)\uc774 \uc804\ud600 \ub2e4\ub978 \ud3c9\uac00 \uac00\uce58\ub97c \ub9e4\uae30\uace0 \uc788\uc5b4 \ud3c9\uac00 \uc2e0\ub8b0\uc131 \ub17c\ub780\ub3c4 \ucee4\uc9c0\ub294 \uc0c1\ud669\uc774\ub2e4. S&P\uae00\ub85c\ubc8c\uc740 2027\ub144\uae4c\uc9c0 \ud5ec\uc2a4\ucf00\uc5b4 \ubd84\uc57c \uc2e0\uc6a9\ub4f1\uae09 \ud558\ud5a5 \ube44\uc728\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ub450 \ubc30 \uc218\uc900(12%)\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc5b4, \ub300\uccb4\ud22c\uc790 \uc790\uc0b0\uc744 \ubcf4\uc720\ud55c \uae30\uc5c5\ub4e4\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub0b4 \ud5ec\uc2a4\ucf00\uc5b4 \uc775\uc2a4\ud3ec\uc800\ub97c \uc810\uac80\ud574\uc57c \ud55c\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

6. \ud604\ub300\ucc28(005380) , 24\ub144\ub9cc\uc5d0 \u2018\ucc28\uc774\ub098 \ub9ac\ubd80\ud2b8\u2019\u2026\u201c\uc544\uc774\uc624\ub2c9 \uc55e\uc138\uc6cc \ub300\ubc18\uaca9\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud604\ub300\uc790\ub3d9\ucc28\uadf8\ub8f9\uc740 24\uc77c \ubca0\uc774\uc9d5 \ubaa8\ud130\uc1fc\uc5d0\uc11c \uc911\uad6d \ub9de\ucda4\ud615 \uc544\uc774\uc624\ub2c9 \uc591\uc0b0 \ubaa8\ub378\uc744 \uacf5\uac1c\ud558\uba70 2030\ub144\uae4c\uc9c0 \uc2e0\ud615 \uc804\uae30\ucc28 6\uc885 \ud22c\uc785 \uacc4\ud68d\uc744 \uad6c\uccb4\ud654\ud588\ub2e4. \ud574\ub2f9 \ubaa8\ub378\uc5d0\ub294 CATL\uc758 LFP \ubc30\ud130\ub9ac\uc640 \uc911\uad6d \uc790\uc728\uc8fc\ud589 \uae30\uc5c5 \ubaa8\uba58\ud0c0\uc758 \uae30\uc220\uc774 \ud0d1\uc7ac\ub418\uace0, \ub0b4\ub144 EREV(\uc8fc\ud589\uac70\ub9ac\uc5f0\uc7a5\ud615 \uc804\uae30\ucc28)\ub3c4 \ucd9c\uc2dc\ud560 \uc608\uc815\uc774\ub2e4. \ubca0\uc774\uc9d5\ud604\ub300\uc758 \uc911\uad6d \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 2022\ub144 1.2%\uc5d0\uc11c \uc9c0\ub09c\ud574 0.5%\ub85c \ucd94\ub77d\ud55c \uc0c1\ud0dc\uc774\uba70, \uc911\uad6d \ub0b4\uc5f0\uae30\uad00\ucc28 \uc218\uc694\ub3c4 \uc62c\ud574 905\ub9cc \ub300\ub85c \uc9c0\ub09c\ud574 \ub300\ube44 20% \uc904\uc5b4\ub4e4 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc911\uad6d \uc815\ubd80\uac00 \uce5c\ud658\uacbd\ucc28 \ubcf4\uc870\uae08 \uc815\ucc45\uc744 \uc800\uac00 \ubcf4\uae09\ud615\uc5d0 \ubd88\ub9ac\ud55c \uc815\ub960\uc81c\ub85c \uac1c\ud3b8\ud55c \uc810\uc740 \ud604\ub300\ucc28\uc5d0 \uc0c1\ub300\uc801\uc73c\ub85c \uc720\ub9ac\ud55c \ud658\uacbd\uc744 \uc870\uc131\ud558\uace0 \uc788\ub2e4\ub294 \uac8c \ud68c\uc0ac \uce21 \uc124\uba85\uc73c\ub85c, \ud604\uc9c0\ud654 \uc2ec\ud654\uc640 \uc804\ub3d9\ud654 \uac00\uc18d\uc774 \ud574\uc678 \uc2dc\uc7a5 \uc7ac\uc9c4\uc785\uc758 \ud575\uc2ec \ubcc0\uc218\ub77c\ub294 \ud574\uc11d\uc774\ub2e4.<\/p>\n

\uc544\ud2c0\ub77c\uc2a4 \ub85c\ubd07 \uacf5\uac1c \ud6c4 \ud604\ub300\ucc28\uc5d0 \ubc8c\uc5b4\uc9c4 \uc77c <\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc804\uc7c1 \uc545\uc7ac \ub204\ub978 \ubc18\ub3c4\uccb4\u20261\ubd84\uae30 GDP 1.7% \uae5c\uc9dd \uc131\uc7a5<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc218\ucd9c \uae09\uc99d\u00b7\uc124\ube44\ud22c\uc790 \ud655\ub300 \uc30d\ub04c\uc774\u2026\u201c\uc62c\ud574 \uacbd\uc81c \uc911\ub3d9\u767c \uc0c1\uace0\ud558\uc800\u201d<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc2e0\ud55c, \uc8fc\uc8fc\ud658\uc6d0 \uc0c1\ud55c \uc5c6\uc564\ub2e4\u2026ROE \uc624\ub974\uba74 \ubc30\ub2f9 \ud655\ub300<\/p>\n","protected":false},"excerpt":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":34057,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-34058","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/04\/news_img_20260423233628_89320-1.png",640,360,false]},"post_excerpt_stackable":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4 [\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551] \u25a0 \ubc18\ub3c4\uccb4 \uc8fc\ub3c4 GDP \uc11c\ud504\ub77c\uc774\uc988, \uc131\uc7a5 \ub3d9\ub825 \uc7ac\ud655\uc778: \uc62c\ud574 1\ubd84\uae30 \uad6d\ub0b4 GDP\uac00 \uc804 \ubd84\uae30 \ub300\ube44 1.7% \uc131\uc7a5\ud558\uba70 \ud55c\uc740 \uc804\ub9dd\uce58(0.9%)\uc758 \ub450 \ubc30\ub97c \uae30\ub85d, 2020\ub144 3\ubd84\uae30 \uc774\ud6c4 5\ub144 6\uac1c\uc6d4 \ub9cc\uc5d0 \ucd5c\uace0 \uc131\uc7a5\ub960\uc744 \ub2ec\uc131\ud588\ub2e4. \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc774 \uc21c\uc218\ucd9c \uc131\uc7a5 \uae30\uc5ec\ub3c4 1.1%\ud3ec\uc778\ud2b8\ub97c \uc8fc\ub3c4\ud55c \ub9cc\ud07c, \ubc18\ub3c4\uccb4 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \uc218\ucd9c \uad6c\uc870\uc5d0\uc11c \uacbd\uae30 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\ub824\uba74 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 \ud568\uaed8 \ub0b4\uc218 \ud68c\ubcf5 \uc804\ub7b5\uc758 \ubcd1\ud589\uc774 \uc2dc\uae09\ud558\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4. \u25a0 \uae30\uc5c5 AX…<\/p>\n","category_list":"\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n\uc601\uc0c1\ud55c\uad6d 1\ubd84\uae30 GDP 1.7%\u2026\ubc18\ub3c4\uccb4 \uc218\ucd9c \uc8fc\ub3c4, 5\ub144 6\uac1c\uc6d4 \ub9cc\uc5d0 \ucd5c\uace0 - 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