\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 \uba54\ud0c0 AI \uc5d0\uc774\uc804\ud2b8 \ud765\ud589\uc5d0 \uae30\uc220\uc8fc \ub7a0\ub9ac \uc7ac\uc810\ud654: \uba54\ud0c0\uc758 AI \uc5d0\uc774\uc804\ud2b8 \u2018\ubba4\uc988\u2019\uac00 \ucd9c\uc2dc 10\uc77c \ub9cc\uc5d0 \ucc57GPT\ub97c \uc81c\uce58\uace0 \ubbf8\uad6d \uc571\uc2a4\ud1a0\uc5b4 \ubb34\ub8cc \uc571 1\uc704\uc5d0 \uc624\ub974\uba70 \uba54\ud0c0 \uc8fc\uac00\uac00 11.4% \ud3ed\ub4f1\ud588\uace0, \ub098\uc2a4\ub2e5\uc9c0\uc218\ub294 3\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\ub2e4. AI \ud22c\uc790 \uc218\uc775\ud654 \uae30\ub300\uac00 \ub418\uc0b4\uc544\ub098\uba70 AMD \uc2dc\uac00\ucd1d\uc561\uc774 \uc0ac\uc0c1 \ucc98\uc74c 1\uc870 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud558\ub294 \ub4f1 \ubc18\ub3c4\uccb4\u00b7\uae30\uc220\uc8fc \uc804\ubc18\uc73c\ub85c \ub7a0\ub9ac\uac00 \ud655\uc0b0\ub410\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n
\u25a0 \uc5f0\uc900, \ucd94\uac00 \uc778\uc0c1 \ud6c4 \uc7a5\uae30 \ub3d9\uacb0 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ubb34\uac8c: \uc5f0\uc900\uc774 3\ub144 2\uac1c\uc6d4 \ub9cc\uc5d0 \uae30\uc900\uae08\ub9ac\ub97c 25bp \uc778\uc0c1\ud55c \uac00\uc6b4\ub370, 1997\ub144\uc2dd \ub2e8\ubc1c\uc131 \uae34\ucd95 \uc7ac\uc5f0 \uac00\ub2a5\uc131\uc740 \ub0ae\ub2e4\ub294 \uc9c4\ub2e8\uc774 \uc6b0\uc138\ud558\ub2e4. PCE \uc778\ud50c\ub808\uc774\uc158 3.7%, \ub204\uc801 \uc7ac\uc815\uc801\uc790 \ub4f1 \ud604\uc7ac \uacbd\uc81c \uad6c\uc870\uac00 \ub2f9\uc2dc\uc640 \ub69c\ub837\uc774 \ub2e4\ub978 \ub9cc\ud07c \ucd5c\uc18c \ud55c \ucc28\ub840 \ucd94\uac00 \uc778\uc0c1 \ud6c4 \uc0c1\ub2f9 \uae30\uac04 \ub3d9\uacb0\ud558\ub294 \uacbd\ub85c\uac00 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub85c \uc81c\uc2dc\ub410\ub2e4.<\/p>\n
\u25a0 \ud68c\uc0ac\ucc44 \ub2e8\uae30\ud654 \uc2ec\ud654, \ub808\uace0\ub79c\ub4dc \uc7ac\ubc1c \uacbd\uace0\ub4f1: \uc774\ub2ec \ub9cc\uae30 3\ub144 \ubbf8\ub9cc \ud68c\uc0ac\ucc44 \ubc1c\ud589 \ube44\uc911\uc774 41.8%\ub85c \uce58\uc19f\uc544 2024\ub144 10\uc6d4 \uc774\ud6c4 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4. \uace0\uc720\uac00\u00b7\uace0\uae08\ub9ac\uc5d0 \ub530\ub978 \uc7a5\uae30\ubb3c \ud68c\ud53c \uc2ec\ub9ac\uac00 \uace0\ucc29\ud654\ub418\uba74\uc11c \uc2dc\uc7a5 \ucda9\uaca9 \uc2dc \uae30\uc5c5 \uc720\ub3d9\uc131 \uc704\uae30\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uacbd\uace0\uac00 \ub098\uc654\ub2e4.<\/p>\n
[\uc8fc\uc2dd\ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n
1. \uba54\ud0c0 \u2018\ubba4\uc988\u2019 \uc5f4\ud48d\uc5d0 \ub3cc\uc544\uc628 \ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b87 ETF<\/p>\n
\ud575\uc2ec \uc694\uc57d: \uba54\ud0c0\uc758 AI \uc5d0\uc774\uc804\ud2b8 \u2018\ubba4\uc988\u2019\uac00 \ucd9c\uc2dc 5\uc77c\uac04 73\ub9cc \uac74\uc758 \ub2e4\uc6b4\ub85c\ub4dc\ub97c \uae30\ub85d\ud558\uba70 \ucc57GPT\u00b7\ud074\ub85c\ub4dc\u00b7\uadf8\ub85d\uc744 \ubaa8\ub450 \uc55e\uc9c8\ub800\uace0, \uc9c0\ub09c 18\uc77c \ubbf8\uad6d \uc560\ud50c \uc571\uc2a4\ud1a0\uc5b4 \ubb34\ub8cc \uc571 1\uc704\uc5d0 \uc624\ub974\uba74\uc11c \uba54\ud0c0 \uc8fc\uac00\uac00 11.4% \ud3ed\ub4f1\ud574 1\ub144\uc5ec \ub9cc\uc5d0 \uac00\uc7a5 \ud070 \uc0c1\uc2b9\ud3ed\uc744 \uae30\ub85d\ud588\ub2e4. \ubba4\uc988\ub294 \ubb34\ub8cc \uae30\ubcf8 \uc81c\uacf5\uacfc \ud568\uaed8 \uc6d4 20\ub2ec\ub7ec\u00b7100\ub2ec\ub7ec \uc720\ub8cc \uad6c\ub3c5 \uc0c1\ud488\ub3c4 \uac16\ucdb0 \uad11\uace0 \uc774\uc678\uc758 \uc0c8 \uc218\uc775\uc6d0 \uad6c\ucd95\uc5d0 \ub300\ud55c \uae30\ub300\ub97c \ud0a4\uc6e0\uc73c\uba70, \ud2b8\ub8e8\uc774\uc2a4\ud2b8 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \ubba4\uc988\ub97c \uba54\ud0c0\uac00 \uc218\ub144 \ub9cc\uc5d0 \ub0b4\ub193\uc740 \uac00\uc7a5 \uc911\uc694\ud55c \uc18c\ube44\uc790 \uc81c\ud488\uc73c\ub85c \ud3c9\uac00\ud588\ub2e4. AI \uc5d0\uc774\uc804\ud2b8\uc758 \ub300\uaddc\ubaa8 \ucd94\ub860 \uc5f0\uc0b0\uc774 \uc11c\ubc84\uc6a9 CPU \uc218\uc694\ub97c \uacac\uc778\ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc5d0 AMD \uc2dc\uac00\ucd1d\uc561\uc774 \uc0ac\uc0c1 \ucc98\uc74c 1\uc870 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud588\uace0 \uc778\ud154\ub3c4 12% \uae09\ub4f1\ud588\uc73c\uba70, \ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b87 ETF\ub294 5\uc6d4 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\ub2e4. \ub098\uc2a4\ub2e5\uc9c0\uc218\uac00 2.3% \uc624\ub974\uba70 3\uac70\ub798\uc77c \uc5f0\uc18d \ucd5c\uace0\uce58\ub97c \uc774\uc5b4\uac04 \uac00\uc6b4\ub370, \ube44\ud2b8\ucf54\uc778\ub3c4 1\uc6d4 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c 8\ub9cc 6000\ub2ec\ub7ec\uc120\uae4c\uc9c0 \uce58\uc19f\ub294 \ub4f1 \uc704\ud5d8\uc790\uc0b0 \uc804\ubc18\uc73c\ub85c \uc790\uae08\uc774 \ubab0\ub9ac\ub294 \uc591\uc0c1\uc744 \ub098\ud0c0\ub0c8\ub2e4.<\/p>\n
2. [\ud22c\uc790\uc758 \ucc3d] 1997\ub144 \u2018\uc6d0 \uc564\ub4dc \ub358\u2019 \uc7ac\uc5f0\ub420\uae4c<\/p>\n
\ud575\uc2ec \uc694\uc57d: \uc5f0\uc900\uc774 3\ub144 2\uac1c\uc6d4 \ub9cc\uc5d0 \uae30\uc900\uae08\ub9ac\ub97c 25bp \uc778\uc0c1\ud558\uba74\uc11c 1997\ub144 \uadf8\ub9b0\uc2a4\ud380 \uccb4\uc81c\uc758 \ub2e8\ubc1c\uc131 \uae34\ucd95\uc774 \uc7ac\uc5f0\ub420 \uac83\uc778\uc9c0\uac00 \uc2dc\uc7a5\uc758 \ud575\uc2ec \uad00\uc804 \ud3ec\uc778\ud2b8\ub85c \ub5a0\uc62c\ub790\ub2e4. 1997\ub144 \ub2f9\uc2dc \uc778\ud50c\ub808\uc774\uc158\uc740 \uc548\uc815\uc801\uc774\uace0 \uc7ac\uc815\uc740 \ud751\uc790 \uc804\ud658 \uc9c1\uc804\uc774\uc5c8\ub358 \ubc18\uba74, \ud604\uc7ac \uc62c\ud574 4\ubd84\uae30 PCE \uc778\ud50c\ub808\uc774\uc158\uc740 3.7%, \uadfc\uc6d0 PCE\ub294 3.4%\uc5d0 \ub2ec\ud558\uace0 \ud2b8\ub7fc\ud504 \uc815\ubd80\ub294 \ub204\uc801 \uc7ac\uc815\uc801\uc790\uc640 \ub192\uc740 \uc7a5\uae30\uae08\ub9ac \ubd80\ub2f4\uc744 \uc548\uace0 \uc788\ub2e4. \uc911\ub3d9\ubc1c \uc5d0\ub108\uc9c0 \uacf5\uae09 \ucc28\uc9c8\uc774 \uc7a5\uae30\ud654\ud558\uba74\uc11c \uc5f0\uc900\uc774 2\ucc28 \ud30c\uae09\ud6a8\uacfc \uc5b5\uc81c\ub97c \uc704\ud55c \ucd94\uac00 \uae34\ucd95\uc5d0 \ub098\uc124 \uc218\ubc16\uc5d0 \uc5c6\uc5c8\ub2e4\ub294 \ubd84\uc11d\uc774 \uc81c\uae30\ub410\uc73c\uba70, \uc2dc\uc7a5\uc740 \uc62c\ud574 \uc548\uc5d0 \ucd5c\uc18c \ud55c \ucc28\ub840 \ub354 \uc778\uc0c1\ub420 \uac00\ub2a5\uc131\uc744 \ub192\uac8c \ubc18\uc601\ud558\ub294 \uc591\uc0c1\uc774\ub2e4. \uc5f0\uc900\uc758 \uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub294 \ucd5c\uc18c \ud55c \ucc28\ub840 \ucd94\uac00 \uc778\uc0c1 \ud6c4 \ubb3c\uac00 \ub454\ud654 \ucd94\uc774\ub97c \ud655\uc778\ud558\uba70 \uc0c1\ub2f9 \uae30\uac04 \ub3d9\uacb0\ud558\ub294 \uacbd\ub85c\ub85c \ud310\ub2e8\ub41c\ub2e4\ub294 \uc2dc\uac01\uc774 \uc6b0\uc138\ud558\ub2e4.<\/p>\n
3. \uace0\uae08\ub9ac\uc5d0 \ud68c\uc0ac\ucc44\ub3c4 \ub2e8\uae30\ud654\u2026\u20183\ub144 \ubbf8\ub9cc\u2019 \ube44\uc911 2\ub144\u4f86 \ucd5c\uace0<\/p>\n
\ud575\uc2ec \uc694\uc57d: \uc774\ub2ec 1~21\uc77c \ubc1c\ud589\ub41c \ud68c\uc0ac\ucc44 \uc911 \ub9cc\uae30 3\ub144 \ubbf8\ub9cc \ube44\uc911\uc774 41.8%\ub85c, 6~8\uc6d4 \ud3c9\uade0 30% \uc548\ud30e\uc5d0\uc11c \uae09\ub4f1\ud574 2024\ub144 10\uc6d4 \uc774\ud6c4 \uc57d 2\ub144 \ub9cc\uc5d0 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\ub2e4. \ubb34\ubcf4\uc99d \ud68c\uc0ac\ucc44(AA-) 5\ub144\ubb3c \uae08\ub9ac\uac00 \uc5f0\ucd08 3.79%\uc5d0\uc11c \uc774\ub2ec 4.89%\ub85c \uce58\uc19f\uc740 \uac83\uc774 \ubc30\uacbd\uc73c\ub85c, CP \ubc1c\ud589 \uc794\uc561\ub3c4 \uc9c0\ub09c\ud574 \ub9d0 204\uc870 \uc6d0\uc5d0\uc11c \uc774\ub2ec 219\uc870 \uc6d0\uc73c\ub85c 7.3% \ub298\uc5b4\ub098\ub294 \ub4f1 \ub2e8\uae30 \ucc28\uc785 \uc758\uc874\ub3c4\uac00 \uc804\ubc29\uc704\uc801\uc73c\ub85c \ub192\uc544\uc9c0\ub294 \ucd94\uc138\ub2e4. SK\ub9ac\uce20\ub294 1\u00b72\ub144\ubb3c \uc704\uc8fc\ub85c \ud2b8\ub79c\uce58\ub97c \uad6c\uc131\ud588\uace0, 10\uc6d4 \uc218\uc694\uc608\uce21\uc744 \uc55e\ub454 \ub86f\ub370\ub9ac\uce20\ub3c4 1\ub144 6\uac1c\uc6d4\ubb3c 1250\uc5b5 \uc6d0 \ubc1c\ud589\uc744 \uacc4\ud68d\ud558\ub294 \ub4f1 \ub2e8\uae30\ud654 \ud750\ub984\uc774 \uc2dc\uc7a5 \uc804\ubc18\uc73c\ub85c \ud37c\uc9c0\ub294 \uc591\uc0c1\uc744 \ubcf4\uc600\ub2e4. \ub098\uc774\uc2a4\uc2e0\uc6a9\ud3c9\uac00\ub294 \ub2e8\uae30\ubb3c \ube44\uc911 \ud655\ub300\uac00 \uace0\ucc29\ud654\ub418\uba74 \ub808\uace0\ub79c\ub4dc \uc0ac\ud0dc\uc640 \uac19\uc740 \uc2dc\uc7a5 \ucda9\uaca9 \uc2dc \ucc28\ud658 \ubc1c\ud589 \uc5b4\ub824\uc6c0\uc73c\ub85c \uc774\uc5b4\uc838 \ubcf4\uc720 \ud604\uae08\uc774 \uc801\uc740 \uae30\uc5c5\ub4e4\uc758 \uc720\ub3d9\uc131 \uc704\uae30\ub97c \ucd09\ubc1c\ud560 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4.<\/p>\n
[\uc8fc\uc2dd\ud22c\uc790\uc790 \ucc38\uace0 \ub274\uc2a4]<\/p>\n
4. \ube45\ud14c\ud06c\u00b7\ub808\ubc84\ub9ac\uc9c0 \ucad3\ub358 \uc11c\ud559\uac1c\ubbf8, ETF\ub85c \ubab0\ub838\ub2e4<\/p>\n
\ud575\uc2ec \uc694\uc57d: \ucd5c\uadfc \ud55c \ub2ec\uac04 \uad6d\ub0b4 \ud22c\uc790\uc790\uc758 \ud574\uc678\uc8fc\uc2dd \uc21c\ub9e4\uc218 1\uc704\ub294 \ucd08\ub2e8\uae30 \ubbf8\uad6d \uad6d\ucc44 ETF\uc778 SGOV(2\uc5b5 4659\ub9cc \ub2ec\ub7ec)\ub85c, \ud55c \ub2ec \uc804 \ubc18\ub3c4\uccb4 3\ubc30 \ub808\ubc84\ub9ac\uc9c0 ETF SOXL\uacfc \uc131\uc7a5\uc8fc \uc911\uc2ec\uc774\ub358 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \ubd84\uc0b0\u00b7\uc548\uc815\ud615\uc73c\ub85c \uae09\uaca9\ud788 \uc7ac\ud3b8\ub410\ub2e4. SCHD(2\uc704\u00b72\uc5b5 1251\ub9cc \ub2ec\ub7ec)\u00b7VOO(3\uc704\u00b71\uc5b5 9917\ub9cc \ub2ec\ub7ec)\u00b7QQQ(5\uc704\u00b71\uc5b5 4293\ub9cc \ub2ec\ub7ec) \ub4f1 \uc21c\ub9e4\uc218 \uc0c1\uc704 10\uac1c \uc885\ubaa9 \uac00\uc6b4\ub370 ETF\uac00 6\uac1c\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uad6d\ub0b4 ETF \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 TIGER \ubbf8\uad6dS&P500(4657\uc5b5 \uc6d0)\u00b7KODEX \ubbf8\uad6d\ub098\uc2a4\ub2e5100(2730\uc5b5 \uc6d0) \ub4f1 \ubbf8\uad6d \ub300\ud45c\uc9c0\uc218 \uc0c1\ud488\uc774 \uac1c\uc778 \uc21c\ub9e4\uc218\ub97c \ud729\uc4f8\uc5c8\ub2e4. \ud2b9\uc815 \uc885\ubaa9 \ub2e8\uae30 \ud750\ub984 \ub300\uc751\ubcf4\ub2e4 \uc790\uc0b0 \ubd84\uc0b0\uc744 \ud1b5\ud574 \uc548\uc815\uc801\uc73c\ub85c \ud22c\uc790\ud558\ub824\ub294 \uc218\uc694\uac00 \ucee4\uc84c\uae30 \ub54c\ubb38\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4. \ubbf8\uad6d \uc0c1\uc7a5 ETF\uc5d0\ub294 \uc62c \ub4e4\uc5b4 \uc57d 2084\uc870 \uc6d0\uc774 \uc21c\uc720\uc785\ub3fc \uc9c0\ub09c\ud574 \uc5f0\uac04 \ucd5c\ub300 \uae30\ub85d(\uc57d 2056\uc870 \uc6d0)\uc744 \uc774\ubbf8 \ub118\uc5b4\uc130\uc73c\uba70, 4\ubd84\uae30 \uacc4\uc808\uc801 \uc720\uc785\uae4c\uc9c0 \ub354\ud574\uc9c0\uba74 \ucd94\uac00 \ud655\ub300\uac00 \uc608\uc0c1\ub41c\ub2e4\ub294 \uc804\ub9dd\uc774\ub2e4.<\/p>\n
5. KT&G, 3600\uc5b5 \uc790\uc0ac\uc8fc \uc0b0\ub2e4\u2026\uc8fc\uac00\ub3c4 \ubc18\ub4f1<\/p>\n
\ud575\uc2ec \uc694\uc57d: KT&G\uac00 23\uc77c\ubd80\ud130 12\uc6d4 22\uc77c\uae4c\uc9c0 \ubcf4\ud1b5\uc8fc 207\ub9cc 1346\uc8fc\ub97c 3600\uc5b5 \uc6d0\uc5d0 \ucde8\ub4dd\ud55c\ub2e4\uace0 \uacf5\uc2dc\ud558\uba70 \uc8fc\uc8fc\uac00\uce58 \uc81c\uace0\uc640 \uc18c\uac01\uc744 \ubaa9\uc801\uc73c\ub85c \uba85\uc2dc\ud588\ub2e4. 2024~2027\ub144 \ubc30\ub2f9 2\uc870 4000\uc5b5 \uc6d0\u00b7\uc790\uc0ac\uc8fc \ub9e4\uc785 1\uc870 3000\uc5b5 \uc6d0 \ub4f1 \ucd1d 3\uc870 7000\uc5b5 \uc6d0 \uc774\uc0c1 \uc8fc\uc8fc\ud658\uc6d0 \uc911\uc7a5\uae30 \uacc4\ud68d\uc758 \uc77c\ud658\uc73c\ub85c, \ub2f9\uae30\uc21c\uc774\uc775 \ub300\ube44 \ucd1d\uc8fc\uc8fc\ud658\uc6d0\uc728 100% \uc774\uc0c1\uacfc \ubc30\ub2f9\uc131\ud5a5 50% \uc774\uc0c1\uc744 \ubaa9\ud45c\ub85c \ub0b4\uac78\uc5c8\ub2e4. 2\uc6d4 330\ub9cc \uc8fc \uc18c\uac01\uc5d0 \uc774\uc5b4 4\uc6d4 \ubcf4\uc720 \uc790\uc0ac\uc8fc 1086\ub9cc\uc5ec \uc8fc\ub97c \uc804\ub7c9 \uc18c\uac01\ud558\uba70 \ub204\uc801 \uc18c\uac01 \ube44\uc728\uc774 \uc774\ubbf8 22.4%\ub85c \ub2f9\ucd08 \ubaa9\ud45c\uce58\ub97c \ub118\uc5b4\uc130\uace0, \uc790\uc0ac\uc8fc \ub9e4\uc785 \uacf5\uc2dc \ubc1c\ud45c\uc5d0 \uc7a5\uc911 16\ub9cc 9800\uc6d0\uae4c\uc9c0 \ubc00\ub838\ub358 \uc8fc\uac00\ub294 17\ub9cc 4400\uc6d0\uc73c\ub85c \ubc18\ub4f1\ud588\ub2e4. \uae00\ub85c\ubc8c \uc0dd\uc0b0\uae30\uc9c0 \ub2e4\ubcc0\ud654 \ud22c\uc790\uac00 \ub9c8\ubb34\ub9ac\ub418\uba74\uc11c \ud574\uc678\ub2f4\ubc30 \uc774\uc775\uacfc \uc8fc\uc8fc\ud658\uc6d0 \uc5ec\ub825\uc774 \uc911\uae30\uc801\uc73c\ub85c \uafb8\uc900\ud788 \uc131\uc7a5\ud560 \uac83\uc774\ub77c\ub294 \uae0d\uc815\uc801 \uc804\ub9dd\uc774 \uc81c\uc2dc\ub410\ub2e4.<\/p>\n
6. \u4e2d \uc644\uc131\ucc28 \uace0\uac1d \uc774\ud0c8 \uc6b0\ub824\uc5d0 CATL \uc8fc\uac00 \u2018\ud754\ub4e4\u2019<\/p>\n
\ud575\uc2ec \uc694\uc57d: \uc138\uacc4 1\uc704 \ubc30\ud130\ub9ac \uc5c5\uccb4 CATL \uc8fc\uac00\uac00 9\uc6d4 \ud55c \ub2ec\uac04 24.04%, 5\uc6d4 \uace0\uc810 \ub300\ube44 36.5% \uae09\ub77d\ud558\uba70 52\uc8fc \uc2e0\uc800\uac00(295.55\uc704\uc548) \uadfc\ubc29\uae4c\uc9c0 \ub0b4\ubab0\ub838\ub2e4. \ub9ac\uc624\ud1a0\uac00 26\uc5b5 5000\ub9cc \uc704\uc548\uc744 \ud22c\uc790\ud574 \uc2e0\uc655\ub2e4\uc758 2\ub300 \uc8fc\uc8fc\ub85c \uc62c\ub77c\uc11c\uba70 \uc2e0\ucc28\uc5d0 CATL \ub300\uc2e0 \uc2e0\uc655\ub2e4 \ubc30\ud130\ub9ac\ub97c \ud0d1\uc7ac\ud55c \ub370 \uc774\uc5b4, \uc0e4\uc624\ubbf8\ub3c4 CALB\uc640 \ubc30\ud130\ub9ac \uacf5\ub3d9 \uac1c\ubc1c\uc744 \ubc1c\ud45c\ud558\uace0 \uc0e4\uc624\ud391\ub3c4 EVE\uc5d0\ub108\uc9c0 \uacf5\uae09 \ube44\uc911\uc744 \ub298\ub9ac\ub294 \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\uc758 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uac00 \uc787\ub2ec\uc558\ub2e4. \uc911\uad6d \uc644\uc131\ucc28 \uc5c5\uacc4 \uc774\uc775\uc774 \uc62c\ud574 1~7\uc6d4 20% \uae09\uac10\ud558\ub294 \uac00\uc6b4\ub370\uc11c\ub3c4 CATL\uc740 \uc62c \uc0c1\ubc18\uae30 \uc21c\uc774\uc775 432\uc5b5 \uc704\uc548\uc744 \uac70\ub46c \uc644\uc131\ucc28 \uc0c1\uc7a5\uc0ac 15\uacf3 \ud569\uc0b0(210\uc5b5 \uc704\uc548)\uc758 \ub450 \ubc30\uc5d0 \ub2ec\ud588\uc73c\uba70, \uc774 \uac19\uc740 \uc774\uc775 \uaca9\ucc28\uac00 \uace0\uac1d\uc0ac \uc774\ud0c8\uc744 \uc790\uadf9\ud588\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \ubc30\ud130\ub9ac \uae30\uc220 \uc9c4\uc785\uc7a5\ubcbd\uc774 \ub192\uc544 CATL\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc740 \ub2f9\ubd84\uac04 \uc720\uc9c0\ub420 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774 \ub098\uc624\ub294 \uac00\uc6b4\ub370, ESS \ub9e4\ucd9c \ube44\uc911\uc744 \ud604\uc7ac 25%\uc5d0\uc11c \uc218\ub144 \ub0b4 50%\ub85c \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub2e4\uac01\ud654\ub3c4 \uc18d\ub3c4\ub97c \ub0b4\ub294 \uc591\uc0c1\uc774\ub2e4.<\/p>\n
\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uace0\uae08\ub9ac\uc5d0 \ud68c\uc0ac\ucc44\ub3c4 \ub2e8\uae30\ud654\u2026\u20183\ub144 \ubbf8\ub9cc\u2019 \ube44\uc911 2\ub144\u4f86 \ucd5c\uace0\uc0bc\uc131\uc804\uc790(005930)<\/span>(005930) \ubc18\ub3c4\uccb4(DS) \ubd80\ubb38 \uacbd\uc601\uc9c4” class=”ix-editor-text-link” target=”_blank”> <\/p>\n
\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc628\ud22c\uc5c5 \ud22c\uc790 \ud55c\ub3c4 5000\ub9cc\uc6d0\uc73c\ub85c \ub192\uc778\ub2e4 <\/p>\n
\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uace0\uae08\ub9ac\uc5d0\u2026\ud68c\uc0ac\ucc44 5\uac74\uc911 1\uac74 \u2018\uc624\ubc84 \ubc1c\ud589\u2019 <\/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":46462,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-46463","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/09\/news_img_20260923115632_86614-1.jpeg",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 \uba54\ud0c0 AI \uc5d0\uc774\uc804\ud2b8 \ud765\ud589\uc5d0 \uae30\uc220\uc8fc \ub7a0\ub9ac \uc7ac\uc810\ud654: \uba54\ud0c0\uc758 AI \uc5d0\uc774\uc804\ud2b8 \u2018\ubba4\uc988\u2019\uac00 \ucd9c\uc2dc 10\uc77c \ub9cc\uc5d0 \ucc57GPT\ub97c \uc81c\uce58\uace0 \ubbf8\uad6d \uc571\uc2a4\ud1a0\uc5b4 \ubb34\ub8cc \uc571 1\uc704\uc5d0 \uc624\ub974\uba70 \uba54\ud0c0 \uc8fc\uac00\uac00 11.4% \ud3ed\ub4f1\ud588\uace0, \ub098\uc2a4\ub2e5\uc9c0\uc218\ub294 3\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\ud558\uba70 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\ub2e4. AI \ud22c\uc790 \uc218\uc775\ud654 \uae30\ub300\uac00 \ub418\uc0b4\uc544\ub098\uba70 AMD \uc2dc\uac00\ucd1d\uc561\uc774 \uc0ac\uc0c1 \ucc98\uc74c 1\uc870 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud558\ub294 \ub4f1 \ubc18\ub3c4\uccb4\u00b7\uae30\uc220\uc8fc \uc804\ubc18\uc73c\ub85c \ub7a0\ub9ac\uac00 \ud655\uc0b0\ub410\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \u25a0 \uc5f0\uc900, \ucd94\uac00 \uc778\uc0c1 \ud6c4 \uc7a5\uae30 \ub3d9\uacb0 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ubb34\uac8c: \uc5f0\uc900\uc774…<\/p>\n","category_list":"\uae08\uc735<\/a>","author_info":{"name":"wonlee227","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n