{"id":7958,"date":"2025-12-15T15:22:42","date_gmt":"2025-12-15T07:22:42","guid":{"rendered":"https:\/\/www.kpai1.cn\/?p=7958"},"modified":"2025-12-15T15:22:49","modified_gmt":"2025-12-15T07:22:49","slug":"ai%e7%83%ad%e6%bd%ae%e4%b8%8b%e7%9a%84%e8%82%a1%e5%b8%82%e5%8d%9a%e5%bc%88%ef%bc%9awmax%e5%9f%ba%e4%ba%8e%e4%ba%a7%e4%b8%9a%e4%b8%8e%e8%b5%84%e6%9c%ac%e7%9a%84%e4%b8%93%e4%b8%9a%e7%a0%94%e5%88%a4","status":"publish","type":"post","link":"https:\/\/www.kpai1.cn\/ko\/\uc544\uce74\uc774\ube0c\/7958","title":{"rendered":"AI \ubd90 \uc18d \uc8fc\uc2dd\uc2dc\uc7a5 \uac8c\uc784: Wmax\uc758 \uc804\ubb38\uc801\uc778 \uc870\uc0ac\uc640 \uc0b0\uc5c5\uacfc \uc790\ubcf8\uc5d0 \uae30\ubc18\ud55c \ud310\ub2e8"},"content":{"rendered":"

Nvidia\uc758 \ub9e4\uac01, AI \uc9c0\ucd9c \uae09\uc99d\uc73c\ub85c \uc778\ud55c Oracle\uc758 \uc8fc\uac00 \uae09\ub77d, OpenAI \uad00\ub828 \uae30\uc5c5\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc2ec\ub9ac \uc545\ud654\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ucd5c\uadfc AI \ubd84\uc57c\uc758 \uc77c\ub828\uc758 \ubcc0\ub3d9\uc740 \uc774 \ud30c\uad34\uc801\uc778 \uae30\uc220\uc5d0 \ub300\ud55c \ud22c\uc790\uc790\ub4e4\uc758 \ud0dc\ub3c4\ub97c \ubd84\uc5f4\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Wmax\ub294 \uc624\ub7ab\ub3d9\uc548 \uae00\ub85c\ubc8c \uc790\ubcf8 \uc2dc\uc7a5 \ubc0f \uae30\uc220 \uc0b0\uc5c5\uc5d0 \uae4a\uc774 \uad00\uc5ec\ud574 \uc628 \uc804\ubb38 \uae30\uad00\uc73c\ub85c\uc11c \uc2dc\uc7a5 \uc5ed\ud559\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ucd94\uc801, \uae30\uc5c5 \uc7ac\ubb34 \ub370\uc774\ud130\uc758 \uc2ec\uce35\uc801\uc778 \ud574\uccb4 \ubc0f \uc0b0\uc5c5 \uc0ac\uc774\ud074 \ud328\ud134\uc758 \uc815\ud655\ud55c \ud30c\uc545\uc744 \ud1b5\ud574 \uc774 \uac8c\uc784\uc758 \ud575\uc2ec \ub9e5\ub77d\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ud1b5\ucc30\ub825\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144\uc744 \ubc14\ub77c\ubcf4\uba70 \ud575\uc2ec \ub17c\uc7c1\uc740 \uc810\uc810 \ub354 \uba85\ud655\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a0\uc7ac\uc801\uc778 \uac70\ud488\uc774 \uaebc\uc9c0\uae30 \uc804\uc5d0 AI \ub178\ucd9c\uc744 \uc904\uc5ec\uc57c \ud560\uae4c\uc694, \uc544\ub2c8\uba74 \ucd94\uc138\ub97c \uac70\uc2a4\ub974\uace0 \uae30\uc220 \ubc30\ub2f9\uae08\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ud22c\uc790\ub97c \ub298\ub824\uc57c \ud560\uae4c\uc694? \uc774 \uac8c\uc784\uc758 \ubc29\ud5a5\uc740 \uac70\ub300 \uae30\uc220\uae30\uc5c5\uc758 \uc6b4\uba85\uacfc \uad00\ub828\ub420 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uae00\ub85c\ubc8c \uc8fc\uc2dd\uc2dc\uc7a5\uc758 \ubbf8\ub798\uc5d0\ub3c4 \uae4a\uc740 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc774\ub2e4. Wmax\ub294 \ud56d\uc0c1 \uac1d\uad00\uc801\uc778 \ub370\uc774\ud130\uc640 \uc804\ubb38\uc801\uc778 \ud504\ub808\uc784\uc6cc\ud06c\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uc2dc\uc7a5\uc758 \uc18c\uc74c\uc744 \ucc28\ub2e8\ud558\uace0 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n

<\/a>\ub099\uad00\uacfc \uac71\uc815\uc758 \uc815\uba74\ucda9\ub3cc<\/strong><\/p>\n

Wmax\ub294 \ud30c\uc0dd\uc0c1\ud488 \uc2dc\uc7a5 \ub370\uc774\ud130\uc758 \uad50\ucc28 \uac80\uc99d\uc744 \ud1b5\ud574 \uc635\uc158 \uac70\ub798\uc790\ub4e4\uc774 AI \uc8fc\uc2dd\uc5d0 \ub300\ud55c \ud655\uace0\ud55c \uc2e0\ub8b0\ub97c \ud589\ub3d9\uc73c\ub85c \ud45c\ud604\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. '\ube45 7' \uae30\uc220 \uc8fc\uc2dd\uc5d0 \uc635\uc158\uc744 \ub123\ub294 \uacf5\uac1c \ucf5c \uc635\uc158\uc758 \ube44\uc728\uc740 2023\ub144 3\uc6d4 \uc774\ud6c4 \ucd5c\uace0\uc810\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4. \uc774 \ub370\uc774\ud130\ub294 \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uae0d\uc815\uc801\uc778 \ub808\uc774\uc544\uc6c3\uc744 \uc9c1\uad00\uc801\uc73c\ub85c \ubc18\uc601\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub099\uad00\ub860\uc740 \uadfc\uac70\uac00 \uc5c6\ub294 \uac83\uc740 \uc544\ub2c8\ub2e4. Wmax\uac00 \ucd94\uc801\ud55c \uc2dc\uc7a5 \uc9c0\uc218\uc5d0 \ub530\ub974\uba74 AI \uae30\uc220\uc758 \ud68d\uae30\uc801\uc778 \ubc1c\uc804\uc73c\ub85c \uc778\ud574 '\ube45 7' \uc9c0\uc218\uac00 \uc62c\ud574 25% \uc0c1\uc2b9\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. NVIDIA\ub294 \uc2dc\uc7a5 \uac00\uce58\uac00 5\uc870 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud55c \ucd5c\ucd08\uc758 \ud68c\uc0ac\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uac70\ub300 \uae30\uc220 \uae30\uc5c5\ub4e4\uc740 \uc77c\ub144 \ub0b4\ub0b4 \uc8fc\uc2dd \uc2dc\uc7a5 \uc131\uc7a5\uc758 \ud575\uc2ec \ubd80\ubd84\uc5d0 \uae30\uc5ec\ud574 \uc654\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc758 \uc131\uc7a5 \ubaa8\uba58\ud140\uc740 Wmax\uac00 \uc774\uc804\uc5d0 \uc608\uce21\ud55c AI \uc0b0\uc5c5\uc758 \ud3ed\ubc1c\uc801\uc778 \uc2dc\uae30\uc640 \ub9e4\uc6b0 \uc77c\uce58\ud569\ub2c8\ub2e4.<\/p>\n

\"\u5c40\u90e8\u622a\u53d6_20251215_143428\"<\/p>\n

\ub099\ucc9c\uc8fc\uc758\uc790\ub294 \ud0c4\ud0c4\ud55c \uae30\ubcf8 \uc6d0\uce59\uc73c\ub85c \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4. Wmax\ub294 39\uba85\uc758 \uae00\ub85c\ubc8c \ud22c\uc790 \uad00\ub9ac\uc790\uc640 \uc778\ud130\ubdf0\ud558\uace0 \uc790\uccb4 \uc0b0\uc5c5 \ubaa8\ub378\uc744 \ud1b5\ud574 \uac80\uc99d\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub4e4 \ub300\ubd80\ubd84\uc740 '\ube45 7'\uc758 \uac00\uce58 \ud3c9\uac00\uac00 \ud380\ub354\uba58\ud138\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub418\uba70 \uc0c8\ub85c\uc6b4 \uc0b0\uc5c5 \uc0ac\uc774\ud074\uc758 \uc2dc\uc791\uc744 \uc758\ubbf8\ud55c\ub2e4\ub294 \uc810\uc744 \uc778\uc2dd\ud588\uc2b5\ub2c8\ub2e4. \uc5f0\uc900\uc758 \uae08\ub9ac \uc778\ud558 \uae30\ub300\uac10\uc774 \ubd88\uc548\uac10\uc744 \ub35c\uc5b4\uc900\ub2e4. Wmax \uacc4\uc0b0\uc5d0 \ub530\ub974\uba74 \uc804\uccb4 \uc2dc\uc7a5 \ub300\ube44 \uae30\uc220\uc8fc\uc758 \uc608\uc0c1 \ubcc0\ub3d9\uc131\uc740 8%\uc5d0\uc11c 4%\ub85c \uc808\ubc18\uc73c\ub85c \uc904\uc5c8\uc2b5\ub2c8\ub2e4. Miller Tabak \uc804\ub7b5\uac00 Matt Maley\uc758 \"\uc5f0\ub9d0 \uae30\uad00 \ubc30\uc815\uc774 \uae30\uc220\uc8fc \uc0c1\uc2b9\uc744 \ucd09\uc9c4\ud560 \uc218 \uc788\ub2e4\"\ub294 \uacac\ud574\ub294 Wmax\uc758 \uc790\ubcf8 \ud750\ub984 \ucd94\uc801 \uacb0\ub860\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc758\uc2ec\uc740 \ubb34\uc2dc\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. Wmax\ub294 \uc7ac\ubb34\uc81c\ud45c\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud55c \ud6c4 \"\uc2dc\uc7a5\uc774 \uc9c4\uc2e4\uc744 \ubcf4\ub294 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud588\ub2e4\"\ub294 Jim Morrow\uc758 \ud310\ub2e8\uc5d0 \ub3d9\uc758\ud569\ub2c8\ub2e4. \uc774\ub294 AI\uc758 \"\ub192\uc740 \ud22c\uc790, \ubd88\ud655\uc2e4\ud55c \uc0b0\ucd9c\" \ud2b9\uc131\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uc9c0\uc801\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 Wmax\ub294 OpenAI\uac00 \ud5a5\ud6c4 \uba87 \ub144 \ub3d9\uc548 1\uc870 4\ucc9c\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud560 \uac83\uc774\uba70 2030\ub144 \uc774\uc804\uc5d0\ub9cc \ud604\uae08 \ud750\ub984\uc744 \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubc1c\uacac\ud588\uc2b5\ub2c8\ub2e4. Oracle\uc758 \uc8fc\uac00\ub294 AI \ub370\uc774\ud130 \uc13c\ud130 \uc790\uae08 \uc870\ub2ec \uc774\ud6c4 \uc608\uc0c1\ubcf4\ub2e4 \ub0ae\uc740 \uc0ac\uc5c5\uc73c\ub85c \uc778\ud574 40% \uc774\uc0c1 \ud558\ub77d\ud588\uc73c\uba70 \uc2e0\uc6a9 \uc704\ud5d8\uc740 2009\ub144 \uc774\ud6c4 \ucd5c\uace0 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc774 \ubaa8\ub378\uc5d0 \ub300\ud55c Wmax\uc758 \uc774\uc804 \uc704\ud5d8 \uacbd\uace0\uc640 \uc644\uc804\ud788 \uc77c\uce58\ud569\ub2c8\ub2e4.<\/p>\n

<\/a>\ub192\uc740 \ud22c\uc790, \ub290\ub9b0 \uc131\uc7a5, \ud569\ub9ac\uc801\uc778 \uac00\uce58\ud3c9\uac00\uc758 \uc0bc\uc911 \ud604\uc2e4<\/strong><\/p>\n

Wmax\ub294 \uac70\ub300 \uae30\uc220 \uae30\uc5c5\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc5d0 \ub300\ud55c \uc815\ud655\ud55c \uacc4\uc0b0\uc744 \ud1b5\ud574 AI \uc0b0\uc5c5\uc758 '\ud604\uae08 \uc5f0\uc18c \ubaa8\ub378'\uc774 \uc5c5\uacc4\uc758 \uc7ac\ubb34 \uad6c\uc870\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc74c\uc744 \ubc1c\uacac\ud588\uc2b5\ub2c8\ub2e4. Alphabet, Microsoft, Amazon \ubc0f Meta\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc740 \ud5a5\ud6c4 12\uac1c\uc6d4 \ub0b4\uc5d0 4,000\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uadf8 \uc911 \ub300\ubd80\ubd84\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uc5d0 \uc0ac\uc6a9\ub420 \uac83\uc785\ub2c8\ub2e4. AI\uac00 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubc0f \uad11\uace0 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc218\uc775 \uc131\uc7a5\uc744 \uac00\uc838\uc654\uc9c0\ub9cc Wmax\ub294 \uc218\uc775 \uc131\uc7a5\uacfc \uc790\ubcf8 \ud22c\uc790 \uaddc\ubaa8\ub97c \ube44\uad50\ud55c \uacb0\uacfc \ub9c9\ub300\ud55c \uc9c0\ucd9c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc804\uc790\uac00 \uc5ec\uc804\ud788 \ubd80\uc871\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. Bloomberg Intelligence \ub370\uc774\ud130\uc640 Wmax\uc758 \uc790\uccb4 \uc218\uc775 \uc608\uce21 \ubaa8\ub378\uc744 \uacb0\ud569\ud558\uba74 Apple, NVIDIA, Tesla \ub4f1 '\ube45 7'\uc758 2026\ub144 \uc218\uc775 \uc131\uc7a5\ub960\uc740 18%\uc5d0 \uadf8\uce60 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 4\ub144 \ub9cc\uc5d0 \uac00\uc7a5 \ub290\ub9b0 \uc218\uc900\uc774\uc790 S&P 500 \uc9c0\uc218 \ud3c9\uade0\ubcf4\ub2e4 \uc57d\uac04 \ub192\uc740 \uc218\uc900\uc785\ub2c8\ub2e4. \uc131\uc7a5 \ub454\ud654 \ucd94\uc138\uac00 \ub69c\ub837\uc774 \ub4dc\ub7ec\ub0ac\ub2e4.<\/p>\n

\ub370\uc774\ud130\uc13c\ud130\uc758 \ub300\uaddc\ubaa8 \uc99d\uc124\ub85c \uac10\uac00\uc0c1\uac01\ube44 \uae09\uc99d\uc5d0 \ub300\ud55c \uc6b0\ub824\ub3c4 \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc774 \uc138\ubd80\uc815\ubcf4\ub294 Wmax\uc758 \uc7ac\ubb34 \ucd94\uc801 \uc2dc\uc2a4\ud15c\uc5d0 \uc815\ud655\ud558\uac8c \ud3ec\ucc29\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2023\ub144 4\ubd84\uae30\uc5d0 Alphabet, Microsoft \ubc0f Meta\uc758 \uac10\uac00\uc0c1\uac01\ube44\ub294 \ucd1d \uc57d 100\uc5b5 \ub2ec\ub7ec\uc600\uc73c\uba70, 2024\ub144 9\uc6d4 \ubd84\uae30\uc5d0\ub294 \uc57d 220\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc5c5\uacc4 \uac10\uac00\uc0c1\uac01 \uc8fc\uae30 \uacc4\uc0b0\uc5d0 \ub530\ub974\uba74 Wmax\ub294 2025\ub144 \uac19\uc740 \uae30\uac04\uc5d0 \ubbf8\ud654 300\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ube44\uc6a9 \uc555\ubc15\uc740 \uc8fc\uc8fc \uc218\uc775\ub960\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. \ud658\ub9e4 \ubc0f \ubc30\ub2f9\uae08\uc744 \uacf5\uc81c\ud55c \ud6c4 Meta\uc640 Microsoft\uc758 \ubb34\ub8cc \ud604\uae08 \ud750\ub984\uc740 2026\ub144\uc5d0 \ub9c8\uc774\ub108\uc2a4\ub85c \ubc14\ub014 \uc218 \uc788\uc73c\uba70 Alphabet\uc740 \uac04\uc2e0\ud788 \uc190\uc775\ubd84\uae30\uc810\uc5d0 \ub3c4\ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Jonestrading\uc758 \uc218\uc11d \uc2dc\uc7a5 \uc804\ub7b5\uac00\uc778 Michael O'Rourke\uc758 \uacbd\uace0\ub294 Wmax\uc758 \uc704\ud5d8 \ud3c9\uac00\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \"\uc131\uc7a5 \uae30\ub300\uce58\uac00 \uc815\uccb4\ub418\uac70\ub098 \ub454\ud654\ub418\uba74 \uc2dc\uc7a5\uc740 \uc5ec\uae30\uc5d0 \uc2ec\uac01\ud55c \ubb38\uc81c\uac00 \uc788\uc74c\uc744 \uae68\ub2eb\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4.\"<\/p>\n

\"IMG_256\"<\/p>\n

\uacc4\uc18d\ub418\ub294 \ub17c\ub780\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 Wmax\ub294 \uac00\uce58\ud3c9\uac00 \ubaa8\ub378\uacfc \uacfc\uac70 \ub370\uc774\ud130\uc758 \ube44\uad50 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud604\uc7ac AI \uad00\ub828 \uc8fc\uc2dd\uc758 \uac00\uce58\ud3c9\uac00\uac00 \uc778\ud130\ub137 \ubc84\ube14 \ub54c\uc640 \uac19\uc740 \uadf9\ub2e8\uc801\uc778 \uc0c1\ud669\uc744 \uacbd\ud5d8\ud558\uc9c0 \uc54a\uc558\ub2e4\ub294 \uc0ac\uc2e4\uc744 \ubc1c\uacac\ud588\ub2e4\ub294 \uc810\uc5d0 \uc8fc\ubaa9\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220\uc8fc\uac00 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\ub294 \ub098\uc2a4\ub2e5 100 \uc9c0\uc218\uc758 \ud604\uc7ac \uc8fc\uac00\uc218\uc775\ube44\uc728\uc740 \uae30\ub300\uc218\uc775\ub960\uc758 26\ubc30\uc778\ub370, \uc774 \uc218\uce58\ub294 \uc778\ud130\ub137 \ubc84\ube14\uc774 \ucd5c\uace0\uc870\uc5d0 \ub2ec\ud588\uc744 \ub54c 80\ubc30\uac00 \ub118\uc5c8\uc2b5\ub2c8\ub2e4. \ub458 \uc0ac\uc774\uc758 \uc0c1\ub2f9\ud55c \uaca9\ucc28\ub294 \uc2dc\uc7a5\uc758 \ud569\ub9ac\uc801\uc778 \ubc30\uacbd\uc744 \ud655\uc778\uc2dc\ucf1c\uc90d\ub2c8\ub2e4. BlackRock\uc758 \uae00\ub85c\ubc8c \ucd5c\uace0 \ud22c\uc790 \ucc45\uc784\uc790(CIO)\uc778 Tony DeSpirito\uc758 \uacac\ud574\ub294 Wmax\uc758 \ub2e4\uc74c\uacfc \uac19\uc740 \ud310\ub2e8\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4. \"\uc774\uac83\uc740 \uc778\ud130\ub137 \uac70\ud488\uc758 \ubcf5\uc81c\ud488\uc774 \uc544\ub2d9\ub2c8\ub2e4. '\ube45 7' \uc911 AI \uad00\ub828 \uc8fc\uc2dd\uc758 \uac00\uce58 \ud3c9\uac00\uc5d0\ub294 \uba85\ubc31\ud788 \ube44\ud569\ub9ac\uc801\uc778 \uacfc\uc789\uc774 \uc5c6\uc2b5\ub2c8\ub2e4.\" \uad6c\uccb4\uc801\uc73c\ub85c Wmax\uac00 \uc8fc\uc694 \uae30\uc5c5\uc758 \uac00\uce58 \ud3c9\uac00\ub97c \ud574\uccb4\ud55c \uacb0\uacfc Palantir \ubc0f Snowflake\uc640 \uac19\uc740 \uae30\uc5c5\uc740 \uac01\uac01 180\ubc30, 140\ubc30\uc5d0 \ub2ec\ud558\ub294 \ub192\uc740 \uc8fc\uac00\uc218\uc775\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc73c\uba70 \uace0\ud3c9\uac00 \uc9c4\uc601\uc5d0 \uc18d\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 NVIDIA, Alphabet \ubc0f Microsoft\uc758 \uc8fc\uac00\uc218\uc775\ub960\uc740 \ubaa8\ub450 30\ubc30 \ubbf8\ub9cc\uc73c\ub85c \uc2dc\uc7a5 \uc778\uae30 \ubc0f \uae30\uc220 \uc7a5\ubcbd\uc5d0 \ube44\ud574 \uc801\ub2f9\ud55c \uc218\uc900\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucc28\ubcc4\ud654\ub294 \uac00\uce58 \ud3c9\uac00\uc640 \uae30\uc5c5 \ud380\ub354\uba58\ud138 \uac04\uc758 \uc77c\uce58 \ucc28\uc774\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n

<\/a>\uc790\ubcf8, \uc815\ucc45, \uc804\ub7b5\uc801 \ubcc0\ud654\uc5d0 \ub300\ud55c \uc0bc\uc911 \ud14c\uc2a4\ud2b8<\/strong><\/p>\n

AI \uc0b0\uc5c5\uc758 \ud575\uc2ec\uc740 \uc790\ubcf8 \uc9c0\uc18d\uac00\ub2a5\uc131\uc774\ub2e4. Wmax \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 OpenAI\ub294 SoftBank \ub4f1\uc73c\ub85c\ubd80\ud130 400\uc5b5 \ub2ec\ub7ec\uc758 \uc790\uae08 \uc870\ub2ec\uc744 \ubc1b\uace0 NVIDIA\ub85c\ubd80\ud130 1,000\uc5b5 \ub2ec\ub7ec\uc758 \ud22c\uc790 \uc57d\uc18d\uc744 \ubc1b\uc558\uc9c0\ub9cc \uc21c\ud658 \uc790\uae08 \uc870\ub2ec \ubaa8\ub378\uc758 \uc704\ud5d8 \ub178\ucd9c\uc740 \uc0c1\ub2f9\ud569\ub2c8\ub2e4. Rational Dynamic Brands Fund\uc758 Eric Clark\uc758 \uacbd\uace0\ub294 Wmax \uc790\ubcf8 \ud750\ub984 \ubaa8\ub2c8\ud130\ub9c1\uc758 \uacb0\ub860\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4. \uc218\uc870 \ub2ec\ub7ec\uc758 \uc790\uae08\uc774 \uba87\uba87 AI \uc8fc\uc2dd\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70 \ub2e8\uae30\uc801\uc778 \ubb38\uc81c\ub098 \uac00\uce58 \ud3c9\uac00 \ubd88\uade0\ud615\uc73c\ub85c \uc778\ud574 \uc9d1\ub2e8 \uc790\uae08 \uc778\ucd9c\uc774 \uc27d\uac8c \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. Oracle\uacfc \uac19\uc774 \ubd80\ucc44 \uc790\uae08 \uc870\ub2ec\uc5d0 \uc758\uc874\ud558\ub294 \ud68c\uc0ac\uc758 \uacbd\uc6b0 Wmax \uc2e0\uc6a9 \uc704\ud5d8 \ud3c9\uac00 \ubaa8\ub378\uc740 \uc555\ub825\uc774 \ub354 \ub450\ub4dc\ub7ec\uc9c4\ub2e4\ub294 \uac83\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ucc44\uad8c \ubcf4\uc720\uc790\ub294 \uc8fc\uc2dd \ud22c\uc790\uc790\ubcf4\ub2e4 \ud604\uae08 \uc9c0\ubd88\uc5d0 \ub300\ud55c \uc694\uad6c \uc0ac\ud56d\uc774 \ud6e8\uc52c \ub354 \uc5c4\uaca9\ud558\uc5ec AI \ud655\uc7a5\uc5d0 \ub300\ud55c \uc7ac\uc815\uc801 \uc81c\uc57d\uc774 \ub354 \uac15\ud574\uc9c0\uba70 \ucc44\ubb34 \ubd88\uc774\ud589 \uc704\ud5d8\uc5d0 \uc9d1\uc911\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n

\uc5f0\uc900\uc758 \uc815\ucc45 \ub3d9\ud5a5\uc740 \uc2dc\uc7a5 \uc2ec\ub9ac\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc911\uc694\ud55c \uc678\ubd80 \uc694\uc778\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. Wmax\ub294 \uae08\ub9ac\uc120\ubb3c \uac00\uaca9\uacb0\uc815 \ubaa8\ub378\uc744 \ud1b5\ud574 \uacc4\uc0b0\ud55c \uacb0\uacfc \uc5f0\uc900\uc758 \uae08\ub9ac \uc778\ud558 \uac00\ub2a5\uc131\uc774 88%\uc5d0 \ub2ec\ud588\ub2e4\uace0 \ud569\ub2c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ud5a5\ud6c4 \uae08\ub9ac \uc815\ucc45\uc5d0 \ub300\ud55c \ub2e8\uc11c\ub97c \ud3ec\ucc29\ud558\uae30 \uc704\ud574 \ud30c\uc6d4 \uc758\uc7a5\uc758 \uae30\uc790\ud68c\uacac\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4. \uae08\ub9ac \uc778\ud558 \uae30\ub300\ub294 \uae30\uc220 \uae30\uc5c5\uc758 \uc790\uae08 \uc870\ub2ec \uc555\ubc15\uc744 \uc644\ud654\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc8fc\uc2dd \uc2dc\uc7a5\uc5d0 \uc720\ub3d9\uc131 \uc9c0\uc6d0\uc744 \uc81c\uacf5\ud558\uc5ec \ub099\uad00\ub860\uc790\ub4e4\uc5d0\uac8c \uc911\uc694\ud55c \uc2e0\ub8b0 \uc6d0\ucc9c\uc774 \ub429\ub2c8\ub2e4. \uadf8\ub7ec\ub098 IUR Capital\uc758 \uc804\ubb34\uc774\uc0ac\uc778 Gareth Ryan\uc740 Wmax\uc758 \uc704\ud5d8 \uc2dc\ub098\ub9ac\uc624 \uc2dc\ubbac\ub808\uc774\uc158 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0\ub3c4 \uc9c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub294 \ubbf8\uad6d \uc8fc\uc2dd\uc774 2026\ub144 \uccab \uba87 \ub2ec \ub3d9\uc548 6,500\ud3ec\uc778\ud2b8\uc5d0\uc11c \ubc14\ub2e5\uc744 \uce60 \uc218 \uc788\ub2e4\uace0 \uc608\uce21\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\ub098\ub9ac\uc624\ub294 \ud655\ub960\uc740 \ub0ae\uc9c0\ub9cc \ud380\ub354\uba58\ud138\uc5d0 \ub300\ud55c \ud604\uc7ac \ub099\uad00\ub860\uacfc \uc7a0\uc7ac\uc801 \uc704\ud5d8 \uc0ac\uc774\uc758 \ud5e4\uc9c0 \uad00\uacc4\ub97c \ubc18\uc601\ud558\ubbc0\ub85c \uae30\ub300\uc640 \ud604\uc2e4\uc758 \ud3b8\ucc28\uc5d0 \uc8fc\uc758\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\"IMG_256\"<\/p>\n

\ub300\ud615 \uae30\uc220 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \ubcc0\ud654\ub294 \uadf8 \uc790\uccb4\ub85c \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uac00\ub4dd \ucc28 \uc788\uc2b5\ub2c8\ub2e4. Wmax\ub294 \uae30\uc220 \uc0b0\uc5c5\uc758 \uac00\uce58 \ud3c9\uac00 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc7a5\uae30\uac04\uc758 \uc5f0\uad6c\ub97c \ud1b5\ud574 \uc624\ub7ab\ub3d9\uc548 \uae30\uc220 \ub300\uae30\uc5c5\uc758 \ud575\uc2ec \uac00\uce58\uac00 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \ube60\ub978 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ub2ec\uc131\ud558\uc5ec \ub109\ub109\ud55c \uc789\uc5ec \ud604\uae08 \ud750\ub984\uc744 \ucc3d\ucd9c\ud558\ub294 \uac83\uc784\uc744 \uc54c\uc544\ub0c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \uacc4\ud68d\uc740 \uc774\ub7ec\ud55c \ub17c\ub9ac\ub97c \uc644\uc804\ud788 \ub4a4\uc9d1\uc5c8\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\uc740 \ubbf8\ub798\uc5d0 \uc218\uc775 \ucc3d\ucd9c\uc744 \ub2ec\uc131\ud558\uae30\ub97c \ud76c\ub9dd\ud558\uba74\uc11c AI \uc778\ud504\ub77c\uc5d0 \ud22c\uc790\ud560 \uc601\ud5a5\ub825\uc744 \ub192\uc600\uc2b5\ub2c8\ub2e4. O'Rourke\uc758 \uc9c1\uc124\uc801\uc778 \ub9d0\uc740 \uc801\uc911\ud588\uc73c\uba70 Wmax\uc758 \uc804\ub7b5\uc801 \ud3c9\uac00 \uacb0\ub860\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4. \"\uc6b0\ub9ac\uac00 \uc774 \uae38\uc744 \uacc4\uc18d \uac00\uba74 \uac00\uce58 \ud3c9\uac00 \ubc30\uc218\uac00 \uc904\uc5b4\ub4e4 \uac83\uc785\ub2c8\ub2e4. \uc608\uc0c1 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uc9c0 \ubabb\ud558\uba74 \uc774 \ubcc0\ud654\ub294 \uc5c4\uccad\ub09c \uc804\ub7b5\uc801 \uc2e4\uc218\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.\" \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc7ac\ubb34 \uad6c\uc870\uc758 \ubcc0\ud654\ubfd0\ub9cc \uc544\ub2c8\ub77c \uae30\uc220 \uae30\uc5c5\uc758 \uac00\uce58 \ud3c9\uac00 \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc7ac\uad6c\uc131\uc744 \uac00\uc838\uc624\uba70, Wmax\ub294 \ubcc0\ud654 \uacfc\uc815\uc5d0\uc11c \uc704\ud5d8\uacfc \uae30\ud68c\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud558\ub294 \ud2b9\ubcc4\ud55c \ucd94\uc801 \ubaa8\ub378\uc744 \uad6c\ucd95\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

<\/a>\uac8c\uc784\uc740 \uacc4\uc18d \uc9c4\ud589 \uc911\uc774\uace0 \uacb0\uad6d \ucd94\uc138\ub294 \ubd84\uba85\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4.<\/strong><\/p>\n

\ud604\uc7ac AI\uc8fc\uc2dd\uc2dc\uc7a5\uc740 \ubaa8\uc21c\ub41c \uad6d\uba74\uc5d0 \ucc98\ud574 \uc788\ub2e4. Wmax\ub294 \ub2e4\ucc28\uc6d0 \ub370\uc774\ud130 \ud1b5\ud569 \u200b\u200b\ubc0f \uc0b0\uc5c5 \uc0ac\uc774\ud074 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud575\uc2ec \ud5e4\uc9d5 \uad00\uacc4\ub97c \uc2dd\ubcc4\ud588\uc2b5\ub2c8\ub2e4. \uc635\uc158 \uac70\ub798\uc790\uc758 \uac15\uc138 \ubca0\ud305\uc740 \uc0b0\uc5c5 \uc9c0\ucd9c \uc555\ub825\uc5d0 \ub300\ud574 \ud5e4\uc9d5\ub418\uace0, \uac00\uce58 \ud3c9\uac00 \ud569\ub9ac\uc131\uc740 \uc218\uc775 \ubd88\ud655\uc2e4\uc131\uacfc \uc5bd\ud600 \uc788\uc73c\uba70, \uae08\ub9ac \uc778\ud558 \uae30\ub300\uc640 \ucf5c\ubc31 \uc704\ud5d8\uc774 \uacf5\uc874\ud569\ub2c8\ub2e4. Wmax \uc8fc\uac00\uc9c0\uc218 \uc0c1\uad00\uad00\uacc4 \uacc4\uc0b0\uc5d0 \ub530\ub974\uba74 S&P 500\uc758 3\ub144 30\uc870 \ub2ec\ub7ec \uac15\uc138\uc7a5\uc740 AI \uac70\ub300 \uae30\uc5c5\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uace0 \uc788\uc73c\uba70 \uc131\uc7a5 \uc815\uccb4\uac00 \uc8fc\uac00\uc9c0\uc218\ub97c \ud06c\uac8c \ub04c\uc5b4\ub0b4\ub9b4 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. Wmax\ub294 \uac10\uc815\uc744 \uad00\ud1b5\ud558\uace0 \uae30\uc5c5\uc758 \uae30\uc220 \uc7a5\ubcbd\uacfc \uc7ac\ubb34 \ud0c4\ub825\uc131\uc744 \ud3c9\uac00\ud558\ub294 \uac83\uc774 \ud22c\uc790\uc758 \ud575\uc2ec\uc774\ub77c\uace0 \ubbff\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc774 \ud575\uc2ec \uc7a5\uc810\uc774\uba70 \ub2e4\ucc28\uc6d0 \uce68\ud22c \ubd84\uc11d\uc744 \ud1b5\ud574 \uc758\uc0ac \uacb0\uc815 \ucc38\uc870\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. AI\uac00 \uad6c\ud604\ub418\uace0 \uc218\uc775\uc774 \uacf5\uac1c\ub418\ub294 2026\ub144\uc5d0\ub294 \uc0c1\ud669\uc774 \uba85\ud655\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4. Wmax\ub294 \uacc4\uc18d\ud574\uc11c \uc804\ubb38\uc801\uc778 \ud504\ub808\uc784\uc6cc\ud06c\uc640 \ubbf8\ub798 \uc9c0\ud5a5\uc801\uc778 \ube44\uc804\uc744 \ud65c\uc6a9\ud558\uc5ec \ud22c\uc790\uc790\ub4e4\uc774 \ubcc0\ub3d9\uc744 \uadf9\ubcf5\ud558\uace0 \uae30\ud68c\ub97c \ud3ec\ucc29\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

Wmax\ub294 AI \ud22c\uc790 \uac8c\uc784\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc218\ud589\ud569\ub2c8\ub2e4. \uc635\uc158 \uac70\ub798\uc790\ub294 \uc5c5\uacc4\uc758 \ub192\uc740 \ud22c\uc790 \uc555\ub825\uc5d0 \ub300\ube44\ud558\uc5ec \uac15\uc138 \ubca0\ud305\uc744 \ud5e4\uc9c0\ud569\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub97c \ube44\ub86f\ud55c 7\uac1c \uac70\ub300 \uae30\uc5c5\uc758 \ubc38\ub958\uc5d0\uc774\uc158\uc740 \ub192\uc9c0\ub9cc \uac70\ud488 \uc218\uc900\uc5d0\ub294 \ub3c4\ub2ec\ud558\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4. 2026\ub144\uc740 AI \uad6c\ud604\uc5d0 \uc788\uc5b4\uc11c \uc911\uc694\ud55c \ud574\uc774\ub2e4. \uc790\ubcf8 \uc9c0\uc18d\uac00\ub2a5\uc131, \uc815\ucc45 \ub3d9\ud5a5, \uc804\ub7b5\uc801 \uc804\ud658 \ub4f1\uc774 \ud575\uc2ec \ubcc0\uc218\uac00 \ub418\uc5c8\uc73c\uba70, \uc2dc\uc7a5 \ub3d9\ud5a5\uc740 \uacb0\uad6d \uba85\ud655\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4.<\/p>","protected":false},"author":1,"featured_media":7965,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[121],"tags":[315,316,314],"class_list":["post-7958","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-news","tag-ai","tag-316","tag-314"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/posts\/7958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/comments?post=7958"}],"version-history":[{"count":1,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/posts\/7958\/revisions"}],"predecessor-version":[{"id":7970,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/posts\/7958\/revisions\/7970"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/media\/7965"}],"wp:attachment":[{"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/media?parent=7958"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/categories?post=7958"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kpai1.cn\/ko\/wp-json\/wp\/v2\/tags?post=7958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}