{"id":220,"date":"2026-08-22T20:21:54","date_gmt":"2026-08-22T20:21:54","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=220"},"modified":"2026-08-22T20:22:24","modified_gmt":"2026-08-22T20:22:24","slug":"samsung-stock-treasury-yields","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=220","title":{"rendered":"\uc0bc\uc131\uc804\uc790 \uc815\ub9d0 \ub9dd\ud588\ub098? \uc138 \ubc88\uc758 \uae09\ub77d \ub4a4 \ubc18\ub4f1\ubcf4\ub2e4 \uba3c\uc800 \ubcfc \ubbf8\uad6d \uc7a5\uae30\uae08\ub9ac"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uc0bc\uc131\uc804\uc790\uac00 \ub9dd\ud588\ub2e4\ub294 \uacb0\ub860\uc740 \uc131\uae09\ud558\ub2e4. \uc8fc\uac00\uac00 \ud06c\uac8c \ubc00\ub9b0 \ub4a4 \ubc18\ub4f1\ud588\ub358 \uacfc\uac70 \uc138 \ucc28\ub840\uc758 \uc7a5\uba74\uc740 \ud22c\uc790\uc790\uc5d0\uac8c \ud68c\ubcf5\uc758 \uae30\uc5b5\uc744 \uc900\ub2e4. \uadf8\ub7ec\ub098 \uc774\ubc88 \ud558\ub77d\uc744 \uacfc\uac70 \ud3c9\uade0 \uc218\uc775\ub960\ub9cc\uc73c\ub85c \ud310\ub2e8\ud558\uba74 \uc911\uc694\ud55c \ubcc0\uc218\ub97c \ub193\uce5c\ub2e4. \uc9c0\uae08 \uc0bc\uc131\uc804\uc790 \uc8fc\uac00\ub97c \ud06c\uac8c \ud754\ub4dc\ub294 \ud798\uc740 \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \ubc16\uc5d0 \uc788\ub294 \ubbf8\uad6d 10\ub144\ubb3c\u00b730\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\uc640 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc790\uae08 \uc870\ub2ec \ube44\uc6a9\uc774\ub2e4.<\/p><p class=\"wp-block-paragraph\">\ubbf8\uad6d \uc7ac\ubb34\ubd80\uc758 8\uc6d4 19\uc77c \uc218\uc775\ub960\uace1\uc120\uc5d0\uc11c 10\ub144\ubb3c\uc740 4.65%, 30\ub144\ubb3c\uc740 5.19%\uc600\ub2e4. \uc774\ud2c0 \ub4a4\uc778 21\uc77c\uc5d0\ub294 \uac01\uac01 4.74%, 5.27%\uac00 \ub410\ub2e4. \uc7a5\uae30\uae08\ub9ac\uac00 \uc9e7\uc740 \uae30\uac04\uc5d0 \ub2e4\uc2dc \uc62c\ub77c\uac00\uba74 AI \uc778\ud504\ub77c\ub97c \uc9d3\ub294 \uae30\uc5c5\uc758 \uc774\uc790 \ubd80\ub2f4\uacfc \ud560\uc778\uc728\uc774 \ub3d9\uc2dc\uc5d0 \ucee4\uc9c4\ub2e4. \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uacac\uc870\ud574\ub3c4 \uc8fc\uac00\ub294 \uadf8 \ube44\uc6a9\uc774 \uc124\ube44\ud22c\uc790\uc640 \uc8fc\ubb38\uc744 \ub2a6\ucd9c\uc9c0\ubd80\ud130 \uacc4\uc0b0\ud55c\ub2e4.<\/p><h2 class=\"wp-block-heading\">\uc138 \ubc88\uc758 \uae09\ub77d \ub4a4 \ubc18\ub4f1\uc740 \ucd9c\ubc1c\uc810\uc774\uc9c0 \uc774\ubc88 \ub2f5\uc740 \uc544\ub2c8\ub2e4<\/h2><figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1376\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-historical-drawdown-review.png\" alt=\"\uc0bc\uc131\uc804\uc790 \uc8fc\uac00\uc758 \uacfc\uac70 \uae09\ub77d\uacfc \ud310\ub2e8 \uae30\uc900\uc744 \uac80\ud1a0\ud558\ub294 \uc560\ub110\ub9ac\uc2a4\ud2b8\" class=\"wp-image-216\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-historical-drawdown-review.png 1376w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-historical-drawdown-review-300x167.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-historical-drawdown-review-1024x572.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-historical-drawdown-review-768x429.png 768w\" sizes=\"auto, (max-width: 1376px) 100vw, 1376px\" \/><\/figure><p class=\"wp-block-paragraph\">2000\ub144 \uc774\ud6c4 \uc0bc\uc131\uc804\uc790 \uc8fc\uac00\uac00 \ud06c\uac8c \uaebe\uc600\ub358 \uc138 \uad6c\uac04\uc5d0\uc11c \uc800\uc810 \ub4a4 1\uac1c\uc6d4\u00b73\uac1c\uc6d4\u00b76\uac1c\uc6d4 \uc218\uc775\ub960\uc774 \ubaa8\ub450 \ud50c\ub7ec\uc2a4\ub85c \ub3cc\uc544\uc130\ub2e4\ub294 \ube44\uad50\ub294 \u2018\ud070 \ub099\ud3ed\uc774 \uace7 \uc0ac\uc5c5 \ubd95\uad34\ub97c \ub73b\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4\u2019\ub294 \uc810\uc744 \ubcf4\uc5ec \uc900\ub2e4. \ud558\uc9c0\ub9cc \uc774\ub294 \uc8fc\uac00 \uacbd\ub85c\uc758 \uad00\ucc30\uc774\uc9c0, \ub2e4\uc74c \ubc18\ub4f1\uc744 \uc57d\uc18d\ud558\ub294 \uacf5\uc2dd\uc740 \uc544\ub2c8\ub2e4. \uac19\uc740 \ub099\ud3ed\uc774\ub77c\ub3c4 \uae08\ub9ac, \uace0\uac1d\uc758 \ud22c\uc790 \uacc4\ud68d, \uba54\ubaa8\ub9ac \uac00\uaca9\uacfc \uc7ac\uace0 \uc704\uce58\uac00 \ub2e4\ub974\uba74 \ud68c\ubcf5 \uc18d\ub3c4\ub294 \ub2ec\ub77c\uc9c4\ub2e4.<\/p><p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c \uc774\ubc88 \ud310\ub2e8\uc5d0\uc11c\ub294 \uacfc\uac70 \uae09\ub77d \ud69f\uc218\ubcf4\ub2e4 \ud558\ub77d\uc758 \uc6d0\uc778\uc744 \ubd84\ub9ac\ud574\uc57c \ud55c\ub2e4. \uc81c\ud488 \uacbd\uc7c1\ub825\uc774\ub098 \uc8fc\ubb38\uc774 \ubb34\ub108\uc838\uc11c \ube60\uc9c4 \uac83\uc778\uc9c0, \uc7a5\uae30\uae08\ub9ac \uc0c1\uc2b9\uc73c\ub85c \uc7a5\uae30 \uc131\uc7a5\uc8fc\uc758 \ud604\uc7ac\uac00\uce58\ub97c \ub2e4\uc2dc \ub0ae\ucdb0\uc11c \ube60\uc9c4 \uac83\uc778\uc9c0\uc5d0 \ub530\ub77c \uc774\ud6c4 \ud655\uc778\ud560 \uc9c0\ud45c\uac00 \ub2ec\ub77c\uc9c4\ub2e4. \uc804\uc790\ub294 \uc2e4\uc801\uacfc \uc7ac\uace0\ub97c, \ud6c4\uc790\ub294 \uae08\ub9ac\uc640 \uace0\uac1d\uc758 \uc790\ubcf8\uc9c0\ucd9c\uc744 \uba3c\uc800 \ubd10\uc57c \ud55c\ub2e4.<\/p><p class=\"wp-block-paragraph\">\ud55c\uad6d\uac70\ub798\uc18c\uc758 \uacfc\uac70 \uc2dc\uc138\ub294 \ud070 \ub099\ud3ed \ub4a4\uc758 \ud68c\ubcf5 \uad6c\uac04\uc744 \uc9c1\uc811 \ub300\uc870\ud558\ub294 \ucd9c\ubc1c \uc790\ub8cc\uac00 \ub41c\ub2e4. \ub2e4\ub9cc \uacfc\uac70 \uc800\uc810\ub9cc \uace8\ub77c \ud3c9\uade0\uc744 \ub0b4\uba74 \uce68\uccb4 \uae30\uac04\uacfc \ubc18\ub3c4\uccb4 \uc0ac\uc774\ud074\uc758 \ucc28\uc774\ub97c \uc9c0\uc6cc \ubc84\ub9b4 \uc218 \uc788\ub2e4. \u2018\uc138 \ubc88 \ubaa8\ub450 \uc62c\ub790\ub2e4\u2019\ub294 \uacb0\uacfc\ub97c \ub9e4\uc218 \uc2e0\ud638\uac00 \uc544\ub2c8\ub77c, \ud604\uc7ac\uc758 \ud604\uae08\ud750\ub984\uacfc \uae08\ub9ac \uc870\uac74\uc744 \ub2e4\uc2dc \ud655\uc778\ud574\uc57c \ud55c\ub2e4\ub294 \uc9c8\ubb38\uc73c\ub85c \ubc14\uafd4\uc57c \ud55c\ub2e4.<\/p><h2 class=\"wp-block-heading\">\uc774\ubc88 \ucda9\uaca9\uc740 \ubc18\ub3c4\uccb4 \uc2e4\uc801\ubcf4\ub2e4 10\ub144\ubb3c\uacfc 30\ub144\ubb3c\uc774 \uba3c\uc800 \uc124\uba85\ud55c\ub2e4<\/h2><figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1376\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-long-yield-transmission.png\" alt=\"\uc7a5\uae30 \uad6d\ucc44\uae08\ub9ac \uadf8\ub798\ud504\ub97c \uc0b4\ud53c\ub294 \uae08\uc735\uc2dc\uc7a5 \ubd84\uc11d\uac00\" class=\"wp-image-217\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-long-yield-transmission.png 1376w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-long-yield-transmission-300x167.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-long-yield-transmission-1024x572.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-long-yield-transmission-768x429.png 768w\" sizes=\"auto, (max-width: 1376px) 100vw, 1376px\" \/><\/figure><p class=\"wp-block-paragraph\">\ucd5c\uadfc \uc0bc\uc131\uc804\uc790 \uc8fc\uac00\uac00 \ud06c\uac8c \ubc00\ub9b0 \uad6d\uba74\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ud558\ub8e8\uc544\uce68\uc5d0 \uc0ac\ub77c\uc9c4 \uac83\uc740 \uc544\ub2c8\uc5c8\ub2e4. \uc2dc\uc7a5\uc774 \ubbfc\uac10\ud558\uac8c \ubcf8 \uac83\uc740 \ubbf8\uad6d \uc7a5\uae30 \uad6d\ucc44\uae08\ub9ac\ub2e4. 10\ub144\ubb3c\uacfc 30\ub144\ubb3c\uc740 \uc7a5\uae30\uac04\uc5d0 \uac78\uccd0 \ubc1c\uc0dd\ud560 \ud604\uae08\ud750\ub984\uc758 \ud604\uc7ac\uac00\uce58\ub97c \uacc4\uc0b0\ud560 \ub54c \uae30\uc900\uc774 \ub418\ub294 \uc218\uc775\ub960\uc774\ub2e4. \uc774 \uae08\ub9ac\uac00 \uc624\ub974\uba74 \uc544\uc9c1 \uba3c \ubbf8\ub798\uc758 \uc774\uc775 \ube44\uc911\uc774 \ud070 AI \uc778\ud504\ub77c \ud22c\uc790\uc758 \uacbd\uc81c\uc131\uc774 \uba3c\uc800 \ub0ae\uc544\uc9c4\ub2e4.<\/p><p class=\"wp-block-paragraph\">\ubbf8 \uc7ac\ubb34\ubd80 \uc790\ub8cc\uc0c1 8\uc6d4 19\uc77c\uc5d0\uc11c 21\uc77c \uc0ac\uc774 10\ub144\ubb3c\uc740 0.09%\ud3ec\uc778\ud2b8, 30\ub144\ubb3c\uc740 0.08%\ud3ec\uc778\ud2b8 \uc62c\ub790\ub2e4. \uc22b\uc790\ub9cc \ubcf4\uba74 \uc791\uc544 \ubcf4\uc774\uc9c0\ub9cc, \ub300\uaddc\ubaa8 \ucc28\uc785\uacfc \uc7a5\uae30 \uacc4\uc57d\uc744 \uc4f0\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc5c5\uc790\uc5d0\uac8c\ub294 \uc790\ubcf8\ube44\uc6a9\uc744 \ub2e4\uc2dc \uacc4\uc0b0\ud558\uac8c \ub9cc\ub4dc\ub294 \ubcc0\ud654\ub2e4. \uae08\ub9ac\uc758 \ubc29\ud5a5\uc774 \uba70\uce60 \ub354 \uc774\uc5b4\uc9c0\ub294\uc9c0, \uc785\ucc30 \uc218\uc694\uc640 \uc7a5\uae30\ubb3c \ubc1c\ud589 \ubd80\ub2f4\uc774 \uc5b4\ub5bb\uac8c \ubc14\ub00c\ub294\uc9c0\uac00 \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc758 \uccab \ud655\uc778 \ud56d\ubaa9\uc774\ub2e4.<\/p><p class=\"wp-block-paragraph\">\uc5ec\uae30\uc11c \uc7a5\uae30\uae08\ub9ac\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uc2e4\uc801\uc744 \uc9c1\uc811 \uacb0\uc815\ud558\ub294 \uc22b\uc790\uac00 \uc544\ub2c8\ub2e4. \uae08\ub9ac \uc0c1\uc2b9\uc774 \uace0\uac1d\uc758 \uc790\uae08\uc870\ub2ec \ube44\uc6a9\uc744 \ub192\uc774\uace0, \uace0\uac1d\uc758 \ud22c\uc790 \uc18d\ub3c4 \uc870\uc815\uc774 \uc7a5\ube44\u00b7\uac00\uc18d\uae30\u00b7\uba54\ubaa8\ub9ac \uc8fc\ubb38\uc5d0 \uc804\ub2ec\ub418\ub294 \uacbd\ub85c\uac00 \ud575\uc2ec\uc774\ub2e4. \uc774 \uc5f0\uacb0\uace0\ub9ac\uac00 \uc57d\ud558\uba74 \uae08\ub9ac \uc0c1\uc2b9\uc740 \uc8fc\uac00\uc758 \ub2e8\uae30 \ud560\uc778\uc728 \ubb38\uc81c\ub85c \ub05d\ub0a0 \uc218 \uc788\uc9c0\ub9cc, \uac15\ud574\uc9c0\uba74 \uc2e4\uc801 \uc804\ub9dd\uae4c\uc9c0 \ub0ae\ucd98\ub2e4.<\/p><h2 class=\"wp-block-heading\">AI \ub370\uc774\ud130\uc13c\ud130\ub294 \ub9e4\ucd9c\ubcf4\ub2e4 \uc774\uc790\ube44\uc6a9\uc5d0\uc11c \uae08\ub9ac \ubbfc\uac10\ub3c4\uac00 \ub4dc\ub7ec\ub09c\ub2e4<\/h2><figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1376\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-ai-financing-cost.png\" alt=\"AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uc640 \ucc28\uc785 \ube44\uc6a9\uc744 \uc810\uac80\ud558\ub294 \uc7ac\ubb34 \ub2f4\ub2f9\uc790\" class=\"wp-image-218\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-ai-financing-cost.png 1376w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-ai-financing-cost-300x167.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-ai-financing-cost-1024x572.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-ai-financing-cost-768x429.png 768w\" sizes=\"auto, (max-width: 1376px) 100vw, 1376px\" \/><\/figure><p class=\"wp-block-paragraph\">\uc774 \uc5f0\uacb0\uc740 AI \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\uc758 \uacf5\uc2dc\uc5d0\uc11c \ub354 \uc120\uba85\ud558\ub2e4. \ucf54\uc5b4\uc704\ube0c\uc758 2026\ub144 2\ubd84\uae30 10-Q\uc5d0 \ub530\ub974\uba74 \ubd84\uae30 \ub9e4\ucd9c\uc740 25\uc5b57,500\ub9cc\ub2ec\ub7ec\uc600\uc9c0\ub9cc \uc21c\uc774\uc790\ube44\uc6a9\uc740 6\uc5b54,000\ub9cc\ub2ec\ub7ec\uc600\ub2e4. \uc774\uc790\ube44\uc6a9\uc740 \ub9e4\ucd9c\uc758 \uc57d 25%\uc5d0 \ud574\ub2f9\ud55c\ub2e4. \uac19\uc740 \uacf5\uc2dc\uc5d0\uc11c \uc774\uc790\ube44\uc6a9\uc740 1\ub144 \uc804 2\uc5b56,700\ub9cc\ub2ec\ub7ec\uc5d0\uc11c \ud06c\uac8c \ub298\uc5c8\ub2e4.<\/p><p class=\"wp-block-paragraph\">\uc774 \uc218\uce58\ub294 \ucf54\uc5b4\uc704\ube0c \ud55c \uacf3\uc758 \uc7ac\ubb34\uad6c\uc870\ub97c \ub73b\ud560 \ubfd0, \ubaa8\ub4e0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc190\uc775\uc744 \ub300\ud45c\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4. \uadf8\ub7ec\ub098 AI \uc778\ud504\ub77c\uac00 \uc804\ub825\u00b7\ubd80\uc9c0\u00b7GPU\u00b7\ub124\ud2b8\uc6cc\ud06c\uc5d0 \ub9c9\ub300\ud55c \uc120\ud22c\uc790\ub97c \uc694\uad6c\ud558\uace0, \uadf8 \uacfc\uc815\uc5d0\uc11c \ubd80\ucc44 \ube44\uc6a9\uc774 \uc911\uc694\ud574\uc9c4\ub2e4\ub294 \uc0ac\uc2e4\uc740 \ubd84\uba85\ud558\ub2e4. \uc7a5\uae30\uae08\ub9ac\uac00 \uc624\ub974\uba74 \uc2e0\uaddc \uc124\ube44\uc758 \uae30\ub300\uc218\uc775\ub960 \ubb38\ud131\ub3c4 \ud568\uaed8 \ub192\uc544\uc9c4\ub2e4.<\/p><p class=\"wp-block-paragraph\">\ubc18\ub300\ub85c \uc218\uc694\uac00 \uae08\ub9ac \ubd80\ub2f4\uc744 \uc774\uae38 \ub54c\ub294 \uc8fc\ubb38\uc774 \uc720\uc9c0\ub41c\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 2\ubd84\uae30 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc774 \uc11c\ubc84 \uc81c\ud488 \uc911\uc2ec\uc758 AI \uc218\uc694\uc640 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \uc0ac\uc0c1 \ucd5c\ub300 \ubd84\uae30 \uc2e4\uc801\uc744 \ub0c8\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. \ud558\ubc18\uae30\uc5d0\ub3c4 \uc11c\ubc84 D\ub7a8, \uae30\uc5c5\uc6a9 SSD, HBM \uc218\uc694\uac00 \uacf5\uae09 \uc81c\uc57d \uc18d\uc5d0\uc11c \ub298\uc5b4\ub0a0 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \ub530\ub77c\uc11c \uae08\ub9ac \uc0c1\uc2b9\uc758 \uc601\ud5a5\uc740 \u2018AI \uc218\uc694\uac00 \uba48\ucd98\ub2e4\u2019\uac00 \uc544\ub2c8\ub77c, \uace0\uac1d\uc758 \ud22c\uc790 \uc218\uc775\uc774 \uc774\uc790\ube44\uc6a9\uc744 \uc5bc\ub9c8\ub098 \ube60\ub974\uac8c \ud761\uc218\ud558\ub294\uc9c0\uc758 \ubb38\uc81c\ub2e4.<\/p><h2 class=\"wp-block-heading\">\uc0bc\uc131\uc804\uc790 \ubc18\ub4f1\uc740 \uba54\ubaa8\ub9ac \ud604\uae08\ud750\ub984\uacfc \uace0\uac1d \ud22c\uc790 \uc18d\ub3c4\uac00 \ud568\uaed8 \uacb0\uc815\ud55c\ub2e4<\/h2><figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1376\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-rebound-checklist.png\" alt=\"\uba54\ubaa8\ub9ac \uacf5\uae09\uacfc \uace0\uac1d \uc124\ube44\ud22c\uc790 \uc9c0\ud45c\ub97c \ud568\uaed8 \uc810\uac80\ud558\ub294 \ubc18\ub3c4\uccb4 \uc804\ub7b5 \ud68c\uc758\" class=\"wp-image-219\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-rebound-checklist.png 1376w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-rebound-checklist-300x167.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-rebound-checklist-1024x572.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-rebound-checklist-768x429.png 768w\" sizes=\"auto, (max-width: 1376px) 100vw, 1376px\" \/><\/figure><p class=\"wp-block-paragraph\">\uc0bc\uc131\uc804\uc790\uc758 \ubc18\ub4f1\uc744 \ud310\ub2e8\ud560 \ub54c\ub294 \uacfc\uac70 \uc138 \ubc88\uc758 \ud68c\ubcf5, \uc7a5\uae30\uae08\ub9ac, AI \uba54\ubaa8\ub9ac \uc218\uc694\ub97c \ud55c \uc904\ub85c \ud569\uce58\uba74 \uc548 \ub41c\ub2e4. \uac01\uac01\uc740 \ub2e4\ub978 \uc5ed\ud560\uc744 \ud55c\ub2e4. \uacfc\uac70 \ud558\ub77d \ub4a4 \ubc18\ub4f1\uc740 \uc7a5\uae30 \uc0ac\uc5c5\uac00\uce58\uac00 \uc77c\uc2dc\uc801 \uc8fc\uac00 \ucda9\uaca9\uacfc \ub2e4\ub97c \uc218 \uc788\ub2e4\ub294 \uae30\uc900\uc744 \uc900\ub2e4. \uad6d\ucc44\uae08\ub9ac\ub294 \ud604\uc7ac\uc758 \uc704\ud5d8 \uc120\ud638\uc640 \uace0\uac1d\uc758 \uc790\ubcf8\ube44\uc6a9\uc744 \ubcf4\uc5ec \uc900\ub2e4. \uba54\ubaa8\ub9ac \uc2e4\uc801\uc740 \uadf8 \ube44\uc6a9\uc744 \uacac\ub51c \ud604\uae08\ud750\ub984\uc774 \uc2e4\uc81c\ub85c \uc0dd\uae30\ub294\uc9c0\ub97c \ubcf4\uc5ec \uc900\ub2e4.<\/p><p class=\"wp-block-paragraph\">\ud604\uc7ac\ub85c\uc11c\ub294 \u2018\uc0bc\uc131\uc804\uc790\uac00 \ub9dd\ud588\ub2e4\u2019\ub294 \ud574\uc11d\ubcf4\ub2e4 \uc7a5\uae30\uae08\ub9ac \ucda9\uaca9\uc774 AI \ud22c\uc790 \uac00\uce58\ud3c9\uac00\ub97c \ud754\ub4e0 \uad6d\uba74\uc774\ub77c\ub294 \ud574\uc11d\uc774 \ub354 \ub9de\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 2\ubd84\uae30 \uc5f0\uacb0 \ub9e4\ucd9c\uc740 171\uc8705,000\uc5b5\uc6d0, \uc601\uc5c5\uc774\uc775\uc740 89\uc8705,000\uc5b5\uc6d0\uc774\uc5c8\uace0, \ub514\ubc14\uc774\uc2a4\uc194\ub8e8\uc158 \ubd80\ubb38\uc740 AI \uc218\uc694\ub97c \ubc30\uacbd\uc73c\ub85c \ubd84\uae30 \ub9e4\ucd9c\uacfc \uc774\uc775\uc774 \ud06c\uac8c \ub298\uc5c8\ub2e4. \uc774\ub294 \uc8fc\uac00\uc758 \ub2e8\uae30 \ub099\ud3ed\uacfc \uc0ac\uc5c5\uc758 \ud604\uae08 \ucc3d\ucd9c\ub825\uc744 \uad6c\ubd84\ud574\uc57c \ud558\ub294 \uadfc\uac70\ub2e4.<\/p><p class=\"wp-block-paragraph\">\ub2e4\ub9cc \uacfc\uac70 \ubc18\ub4f1\uc744 \uadf8\ub300\ub85c \uc801\uc6a9\ud560 \uc218\ub294 \uc5c6\ub2e4. \ubbf8\uad6d 10\ub144\ubb3c\uacfc 30\ub144\ubb3c\uc774 \uacc4\uc18d \uc624\ub974\ub294\uc9c0, AI \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\uc758 \uc774\uc790\ube44\uc6a9 \ub300\ube44 \ub9e4\ucd9c\u00b7\uc218\uc8fc\uac00 \uc720\uc9c0\ub418\ub294\uc9c0, \uc0bc\uc131\uc804\uc790\uc758 \uc11c\ubc84 \uba54\ubaa8\ub9ac \ud310\ub9e4\uc640 \uacf5\uae09 \uc81c\uc57d\uc774 \ub2e4\uc74c \uc2e4\uc801\uc5d0\uc11c\ub3c4 \uc774\uc5b4\uc9c0\ub294\uc9c0\ub97c \uc21c\uc11c\ub300\ub85c \ud655\uc778\ud574\uc57c \ud55c\ub2e4. \uc774 \uc138 \ubcc0\uc218\uac00 \ub3d9\uc2dc\uc5d0 \ubc84\ud2f0\uba74 \uae09\ub77d \ub4a4 \ubc18\ub4f1\uc758 \uacbd\ud5d8\uc740 \ud798\uc744 \uc5bb\uace0, \ud558\ub098\ub77c\ub3c4 \uaebe\uc774\uba74 \uacfc\uac70\uc758 \ud3c9\uade0 \uc218\uc775\ub960\uc740 \uc774\ubc88 \ud310\ub2e8\uc758 \uadfc\uac70\uac00 \ub418\uae30 \uc5b4\ub835\ub2e4.<\/p><h2 class=\"wp-block-heading\">\ucc38\uc870 \uc790\ub8cc<\/h2><ul class=\"wp-block-list\"><li><a href=\"https:\/\/home.treasury.gov\/resource-center\/data-chart-center\/interest-rates\/pages\/xml?data=daily_treasury_yield_curve&amp;field_tdr_date_value=2026\">\ubbf8\uad6d \uc7ac\ubb34\ubd80, 2026\ub144 \uc77c\uc77c \uad6d\ucc44 \uc218\uc775\ub960\uace1\uc120 \uc790\ub8cc<\/a><\/li><li><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000366\/crwv-20260630.htm\">\ubbf8\uad6d \uc99d\uad8c\uac70\ub798\uc704\uc6d0\ud68c, CoreWeave 2026\ub144 2\ubd84\uae30 Form 10-Q<\/a><\/li><li><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1769628\/000176962826000362\/coreweave2q26earningspress.htm\">\ubbf8\uad6d \uc99d\uad8c\uac70\ub798\uc704\uc6d0\ud68c, CoreWeave 2026\ub144 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c<\/a><\/li><li><a href=\"https:\/\/news.samsung.com\/global\/samsung-electronics-announces-second-quarter-2026-results\">\uc0bc\uc131\uc804\uc790, 2026\ub144 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c<\/a><\/li><li><a href=\"https:\/\/data.krx.co.kr\/\">\ud55c\uad6d\uac70\ub798\uc18c \ub370\uc774\ud130 \ub9c8\ucf13, \uc99d\uad8c\uc2dc\uc7a5 \uc2dc\uc138 \uc870\ud68c<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"<p>\uc0bc\uc131\uc804\uc790\uac00 \ub9dd\ud588\ub2e4\ub294 \uacb0\ub860\uc740 \uc131\uae09\ud558\ub2e4. \uc8fc\uac00\uac00 \ud06c\uac8c \ubc00\ub9b0 \ub4a4 \ubc18\ub4f1\ud588\ub358 \uacfc\uac70 \uc138 \ucc28\ub840\uc758 \uc7a5\uba74\uc740 \ud22c\uc790\uc790\uc5d0\uac8c \ud68c\ubcf5\uc758 \uae30\uc5b5\uc744 \uc900\ub2e4. \uadf8\ub7ec\ub098 \uc774\ubc88 \ud558\ub77d\uc744 \uacfc\uac70 \ud3c9\uade0 \uc218\uc775\ub960\ub9cc\uc73c\ub85c \ud310\ub2e8\ud558\uba74 \uc911\uc694\ud55c \ubcc0\uc218\ub97c \ub193\uce5c\ub2e4. \uc9c0\uae08 \uc0bc\uc131\uc804\uc790 \uc8fc\uac00\ub97c \ud06c\uac8c \ud754\ub4dc\ub294 \ud798\uc740 \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \ubc16\uc5d0 \uc788\ub294 \ubbf8\uad6d 10\ub144\ubb3c\u00b730\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\uc640 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc790\uae08 \uc870\ub2ec \ube44\uc6a9\uc774\ub2e4. \ubbf8\uad6d \uc7ac\ubb34\ubd80\uc758 8\uc6d4 19\uc77c \uc218\uc775\ub960\uace1\uc120\uc5d0\uc11c 10\ub144\ubb3c\uc740 4.65%, 30\ub144\ubb3c\uc740 5.19%\uc600\ub2e4. \uc774\ud2c0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[47],"tags":[123,58,60,67,73],"class_list":["post-220","post","type-post","status-publish","format-standard","hentry","category-it-","tag-ai-","tag-hbm","tag-60","tag-67","tag-73"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All 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