<\/a><\/p>\n\n\n\n\uc774\ubc88 \ub9ac\uc2a4\ud2b8\ub294 FT\uc758 \uc5d0\ub514\ud130\uc640 \uc120\uc784 \uae30\uc790\ub4e4\uc774 AI \ubd90, \uae00\ub85c\ubc8c \ubb34\uc5ed \ubd84\uc7c1, \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uacfc \uac19\uc740 \uc62c\ud574\uc758 \uc8fc\uc694 \uc2dc\uc7a5 \ud604\uc548\uacfc \uc8fc\uac00 \uc0c1\uc2b9\ub960 \ub4f1\uc744 \uace0\ub824\ud574 \uac00\uc7a5 \ub208\uc5d0 \ub744\ub294 \uc885\ubaa9\uc744 \ubf51\uc558\ub2e4.<\/p>\n\n\n\n
FT\uc5d0 \ub530\ub974\uba74 \uc138\uacc4 1\uc704\uc758 \uc740 \ucc44\uad74 \uae30\uc5c5 \ud504\ub808\uc2a4\ub2c8\uc694\ub294 \uc740\uac12 \ub7a0\ub9ac \ub355\uc5d0 \uc62c\ud574 \uc8fc\uac00\uac00 443% \uae09\ub4f1\ud588\ub2e4. \uba55\uc2dc\ucf54 \uba55\uc2dc\ucf54\uc2dc\ud2f0\uc5d0 \ubcf8\uc0ac\ub97c \ub454 \ud504\ub808\uc2a4\ub2c8\uc694\ub294 \uc601\uad6d \uc99d\uc2dc \uc0c1\uc7a5\uc0ac\ub85c, \ub7f0\ub358 FTSE 100 \uc9c0\uc218\uc5d0\uc11c \uac00\uc7a5 \ud0c1\uc6d4\ud55c \uc2e4\uc801\uc744 \ubcf4\uc778 \uc885\ubaa9\uc73c\ub85c\ub3c4 \uc120\uc815\ub410\ub2e4.<\/p>\n\n\n\n
\ubbf8\uad6d \ub2ec\ub7ec\ud654 \uc57d\uc138\uc640 \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uc548\uc804\uc790\uc0b0\uc5d0 \ub300\ud55c \uc120\ud638\uac00 \ucee4\uc9c0\uba74\uc11c \uae08\uacfc \uc740 \uac00\uaca9\uc740 \uc62c\ud574 \ub4e4\uc5b4 \uac01\uac01 69%\uc640 138%\uac00 \uc62c\ub790\ub2e4\uace0 FT\ub294 \uc804\ud588\ub2e4.<\/p>\n\n\n\n
\ubbf8\uad6d\uc758 \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc774 \ub9ce\uc774 \uc774\uc6a9\ud558\ub294 \ub85c\ube48\ud6c4\ub4dc \uc8fc\uac00\ub294 \uc62c\ud574 229% \ub6f0\uc5c8\ub2e4.<\/p>\n\n\n\n
FT\ub294 \ub85c\ube48\ud6c4\ub4dc \uc120\uc815 \uc0ac\uc720\uc5d0 \ub300\ud574 \u201c2025\ub144 \ubbf8 \uc99d\uc2dc \ud638\ud669\uc758 \ub300\ud45c \uc0ac\ub840\ub85c\uc11c \uc8fc\uac00\uac00 \uc5f0\ucd08 \ub300\ube44 3\ubc30 \uc774\uc0c1 \ud3ed\ub4f1\ud588\uace0 \uc2dc\uac00\ucd1d\uc561\uc774 1\ucc9c90\uc5b5\ub2ec\ub7ec(\uc57d 161\uc870\uc6d0)\uc5d0 \ub2ec\ud588\ub2e4. \uc774\ub7f0 \uae09\uc131\uc7a5\uc740 \uac1c\uc778 \ud22c\uc790\uc790\uc758 \uac70\ub798 \ud65c\uc131\ud654\uc640 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc758 \uc7ac\uc9d1\uad8c \uc774\ud6c4 \uac00\uc5f4\ub41c \uc554\ud638\ud654\ud3d0 \ud22c\uc790 \uc5f4\ud48d \ub355\uc73c\ub85c \ubcf4\uc778\ub2e4\u201d\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n\n\n\n
SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\ub3c4 \uc62c\ud574 \uc138 \ubc30 \uc774\uc0c1(234%) \uc62c\ub790\ub2e4. AI \uc11c\ubc84 \ud22c\uc790 \ud655\ub300\uac00 HBM(\uace0\ub300\uc5ed\uba54\ubaa8\ub9ac\uce69) \uc218\uc694\ub97c \uacac\uc778\ud558\uba70 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc62c\ud574 3\ubd84\uae30 \uc774\uc775\uc774 \uc5ed\ub300 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uace0 \ub9c8\uc9c4(\uc218\uc775\ub960)\uc740 50%\ub97c \ub118\uacbc\ub2e4\uace0 FT\ub294 \uc9da\uc5c8\ub2e4.<\/p>\n\n\n\n
FT\ub294 \u201c\ubbf8\uad6d \uc5d4\ube44\ub514\uc544\uac00 \uc138\uacc4 \ucd5c\ucd08\ub85c \uc2dc\uac00\ucd1d\uc561 5\uc870\ub2ec\ub7ec \uace0\uc9c0\uc5d0 \uc62c\ub790\uc9c0\ub9cc, \uc544\uc2dc\uc544\uc758 \ub9ce\uc740 AI \uacf5\uae09\ub9dd \uae30\uc5c5\ub4e4\uc774 \ubbf8\uad6d\uc758 \uae30\uc220 \uae30\uc5c5\uc744 \uc55e\uc9c0\ub974\ub294 \uc131\uacfc\ub97c \ub0c8\ub2e4\u201d\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n\n\n\n
\uc0bc\uc131\uc804\uc790\uc640 \ub300\ub9cc TSMC\uc758 \uc8fc\uac00\ub294 \uac19\uc740 \uae30\uac04 \uac01\uac01 108%\uc640 36% \uc624\ub978 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n\n\n\n
\ub610 \ub2e4\ub978 \uc2b9\uc790\ub85c \uaf3d\ud78c \ub3c5\uc77c \ubc29\uc704\uc0b0\uc5c5 \uae30\uc5c5 \u2018\ub77c\uc778\uba54\ud0c8\u2019\uc740 \uc62c\ud574 151%\uc758 \uc8fc\uac00 \uc0c1\uc2b9\ub960\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n\n\n\n
FT\ub294 \ub7ec\uc2dc\uc544\ubc1c \uc548\ubcf4 \uc704\ud611\uc73c\ub85c \uc720\ub7fd \uc8fc\uc694\uad6d\uc774 \ubc29\uc704 \uc608\uc0b0\uc744 \ub300\ud3ed \ub298\ub9ac\uba74\uc11c \ud0f1\ud06c \ubc0f \ud0c4\uc57d \uc81c\uc870\uc0ac\uc778 \ub77c\uc778\uba54\ud0c8\uc774 \uc720\ub7fd\uc758 \u2018\uc2a4\ud1a1\uc2a4 \uc720\ub7fd 600\u2019 \uc9c0\uc218\uc5d0\uc11c \uc62c\ud574 \uac00\uc7a5 \uc88b\uc740 \uc131\uc801\uc744 \uac70\ub480\ub2e4\uace0 \uc804\ud588\ub2e4.<\/p>\n\n\n\n
\ud504\ub791\uc2a4\uc758 \uc885\ud569 \uae08\uc735\uc0ac \uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784 \uc8fc\uac00\ub3c4 \uc62c\ud574 150% \uc62c\ub790\ub2e4.<\/p>\n\n\n\n
FT\ub294 \uc720\ub7fd\uc5f0\ud569(EU)\uc758 \ucd08\uc800\uae08\ub9ac \ud750\ub984\uc774 \ub05d\ub098\uba70 \uc62c\ud574 \uc720\ub7fd \uc740\ud589\uc8fc\uac00 \uc804\ubc18\uc801\uc778 \ud638\ud669\uc744 \ub204\ub838\uace0, \ud2b9\ud788 \uc18c\uc2dc\uc5d0\ud14c\uc81c\ub124\ub784\uc774 \uc0b0\ud0c4\ub370\ub974, \ub3c4\uc774\uccb4\ubc29\ud06c \ub4f1 \uc8fc\uc694 \uacbd\uc7c1\uc0ac\uc640 \ube44\uad50\ud574 \uc131\uc7a5\uc138\uac00 \ud6e8\uc52c \ub354 \ub098\uc558\ub2e4\uace0 \ud3c9\uac00\ud588\ub2e4.<\/p>\n\n\n\n
FT\ub294 \uc62c\ud574 \uc131\uc801\uc774 \uc720\ub3c5 \uc800\uc870\ud588\ub358 \u2018\ud328\uc790\u2019 \uc885\ubaa9\uc73c\ub85c\ub294 \uc601\uad6d\uc758 \uad11\uace0\uadf8\ub8f9 WPP, \uc758\ub958 \ube0c\ub79c\ub4dc \ub8f0\ub8e8\ub808\ubaac, \ube44\ud2b8\ucf54\uc778 \ube44\ucd95 \uae30\uc5c5\uc778 \uc2a4\ud2b8\ub798\ud2f0\uc9c0, \ud654\ud559 \uae30\uc5c5 \ub77c\uc774\uc628\ub378\ubc14\uc824, \uc720\ub7fd\uacc4 \uc0ac\ubaa8\ud380\ub4dc(PE) \uc5c5\uccb4 CVC\ub97c \ubf51\uc558\ub2e4.<\/p>\n\n\n\n
WPP\ub294 AI \ub3c4\uc785 \ud0d3\uc5d0 \uc885\uc804 \uad11\uace0 \uc2dc\uc7a5\uc774 \ud754\ub4e4\ub9ac\uba70 \uc62c\ud574 \uc8fc\uac00\uac00 60%\uac00 \ub5a8\uc5b4\uc84c\uace0 \ub8f0\ub8e8\ub808\ubaac\uc740 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uc0c1\ud638\uad00\uc138 \uc5ec\ud30c\uc640 \uc2e0\uc81c\ud488 \ubd80\uc9c4 \ub4f1\uc73c\ub85c \uc8fc\uac00\uac00 45% \ud558\ub77d\ud588\ub2e4.<\/p>\n\n\n\n
\uc2a4\ud2b8\ub798\ud2f0\uc9c0\ub294 \ud68c\uc0ac\uc758 \ud575\uc2ec \uc790\uc0b0\uc778 \ube44\ud2b8\ucf54\uc778\uc774 \ud558\ub77d\uc138\ub85c \ub3cc\uc544\uc11c\uba70 \uc8fc\uac00\uac00 40% \ub118\uac8c \ube60\uc84c\ub2e4.<\/p>\n\n\n\n
<\uc5f0\ud569><\/p>","protected":false},"excerpt":{"rendered":"
\u25b6 \uc62c\ud574 \uc99d\uc2dc \uc2b9\uc790\uc640 \ud328\uc790\u25b6 \uc740\uac12 \ub7a0\ub9ac\uc5d0 \uc8fc\uac00 4\ubc30\uae4c\uc9c0 \u25b6 \uc5d4\ube44\ub514\uc544\u00b7\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc778\uae30\u25b6 \ubc29\uc704 \uc0b0\uc5c5 \uc8fc\uc2dd\ub3c4…<\/p>","protected":false},"author":1,"featured_media":36357,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"WB4WB4WP_MODE":"","WB4WP_PAGE_SCRIPTS":"","WB4WP_PAGE_STYLES":"","WB4WP_PAGE_FONTS":"","WB4WP_PAGE_HEADER":"","WB4WP_PAGE_FOOTER":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[37],"tags":[2282],"class_list":["post-36356","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-politics","tag-2282"],"yoast_head":"\n
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