{"id":281,"date":"2026-02-12T01:39:17","date_gmt":"2026-02-12T01:39:17","guid":{"rendered":"https:\/\/welfarelab.co.kr\/?p=281"},"modified":"2026-02-12T01:39:19","modified_gmt":"2026-02-12T01:39:19","slug":"1%ec%96%b5-%eb%84%a3%ec%97%88%ec%9c%bc%eb%a9%b4-2%ec%96%b5-%eb%90%90%eb%8b%a4-%f0%9f%93%88-hbm4%ea%b0%80-%ec%8f%98%ec%95%84-%ec%98%ac%eb%a6%b0-%ec%bd%94%ec%8a%a4%ed%94%bc-5400-%ec%a7%80%ea%b8%88","status":"publish","type":"post","link":"https:\/\/welfarelab.co.kr\/?p=281","title":{"rendered":"1\uc5b5 \ub123\uc5c8\uc73c\uba74 2\uc5b5 \ub410\ub2e4&#8230; \ud83d\udcc8 HBM4\uac00 \uc3d8\uc544 \uc62c\ub9b0 \ucf54\uc2a4\ud53c 5400, \uc9c0\uae08 \ub4e4\uc5b4\uac00\ub3c4 \ub420\uae4c? (feat. \ud5a5\ud6c4 \uc608\uce21)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\" id=\"SE-2f06ff02-1eb3-4b8b-a313-6cc6eb4c1375\"><strong>\ud83d\udcdd \ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ud329\ud2b8 \uccb4\ud06c:<\/strong> 2026\ub144 2\uc6d4 12\uc77c, \ucf54\uc2a4\ud53c\uac00 \uc678\uad6d\uc778\uc758 3\uc870 \uc6d0\ub300 \ud3ed\ud48d \ub9e4\uc218\uc5d0 \ud798\uc785\uc5b4 <strong>\uc0ac\uc0c1 \ucd5c\ucd08 5,400\uc120<\/strong>\uc744 \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. (\ucc38\uc870: \ub274\uc2dc\uc2a4, \ub274\uc2a41)<\/li>\n\n\n\n<li><strong>\uc8fc\ub3c4\uc8fc:<\/strong> \uc0bc\uc131\uc804\uc790\uac00 <strong>16\ub9cc 2\ucc9c \uc6d0<\/strong>, SK\ud558\uc774\ub2c9\uc2a4\uac00 <strong>81\ub9cc \uc6d0<\/strong>\uc744 \uae30\ub85d\ud558\uba70 &#8216;\ubc18\ub3c4\uccb4 \uc288\ud37c\uc0ac\uc774\ud074&#8217;\uc758 \uc815\uc810\uc744 \ucc0d\uc5c8\uc2b5\ub2c8\ub2e4. (\ucc38\uc870: \ub514\uc9c0\ud138\ud0c0\uc784\uc2a4)<\/li>\n\n\n\n<li><strong>\uc804\ubb38\uac00 \uc608\uce21:<\/strong> \ub2e8\uae30 \uacfc\uc5f4\uc5d0 \ub530\ub978 \uc870\uc815 \uac00\ub2a5\uc131\uc740 \uc788\uc73c\ub098, <strong>AI \uc778\ud504\ub77c \ud655\uc7a5\uc138<\/strong>\ub97c \ubcfc \ub54c \uc5f0\ub9d0 6,000\uc120 \ub3c4\ub2ec\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-5ad98af9-dd0f-471c-a7a4-20355434419a\"><strong>\ud83d\udcc8 [\uae34\uae09\uc9c4\ub2e8] \ucf54\uc2a4\ud53c 5400 \uc2dc\ub300 \uac1c\ub9c9! \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4 \ud3ed\uc8fc, \uc9c0\uae08 \uc62c\ub77c\ud0c0\ub3c4 \ub420\uae4c?<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"704\" src=\"https:\/\/welfarelab.co.kr\/wp-content\/uploads\/2026\/02\/KOSPI-5400\ub3cc\ud30c-\ubaa8\uc2b5-1024x704.jpg\" alt=\"KOSPI 5400 \ub3cc\ud30c \uc21c\uac04\" class=\"wp-image-282\" srcset=\"https:\/\/welfarelab.co.kr\/wp-content\/uploads\/2026\/02\/KOSPI-5400\ub3cc\ud30c-\ubaa8\uc2b5-1024x704.jpg 1024w, https:\/\/welfarelab.co.kr\/wp-content\/uploads\/2026\/02\/KOSPI-5400\ub3cc\ud30c-\ubaa8\uc2b5-300x206.jpg 300w, https:\/\/welfarelab.co.kr\/wp-content\/uploads\/2026\/02\/KOSPI-5400\ub3cc\ud30c-\ubaa8\uc2b5-768x528.jpg 768w, https:\/\/welfarelab.co.kr\/wp-content\/uploads\/2026\/02\/KOSPI-5400\ub3cc\ud30c-\ubaa8\uc2b5.jpg 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-ac287d5e-95eb-4a02-8017-61128e97fdac\"><strong>2026\ub144 2\uc6d4 12\uc77c \ubaa9\uc694\uc77c<\/strong>, \ub300\ud55c\ubbfc\uad6d \uae08\uc735 \uc5ed\uc0ac\ucc45\uc758 \ud55c \ud398\uc774\uc9c0\uac00 \uc0c8\ub85c \uc4f0\uc600\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ud53c \uc9c0\uc218\uac00 \uc7a5\uc911 <strong>5,420\ud3ec\uc778\ud2b8<\/strong>\ub97c \ud130\uce58\ud558\uba70 \uc804\uc778\ubbf8\ub2f5\uc758 &#8216;5,400 \uc2dc\ub300&#8217;\ub97c \ud65c\uc9dd \uc5f4\uc5b4\uc816\ud614\uc2b5\ub2c8\ub2e4. 2024\ub144 2,700\uc120 \ubc15\uc2a4\uad8c\uc5d0 \uac07\ud600 \ud55c\uc228 \uc26c\ub358 \ub54c\uac00 \uc5ca\uadf8\uc81c \uac19\uc740\ub370, \ubd88\uacfc 2\ub144 \ub9cc\uc5d0 \uc9c0\uc218\uac00 2\ubc30(Double-Up)\ub85c \ud000\ud140 \uc810\ud504\ub97c \ud55c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-94e9e9ac-59b7-461c-91ca-d0801afc1bca\">\uc624\ub298 \uc3df\uc544\uc9c4 \ub274\uc2a4\ub4e4(\ub274\uc2dc\uc2a4, \ub274\uc2a41, \ub514\uc9c0\ud138\ud0c0\uc784\uc2a4)\uc744 \uc885\ud569\ud558\uc5ec <strong>\uc624\ub298\uc758 \uae09\ub4f1 \uc6d0\uc778<\/strong>\uc744 \ud329\ud2b8\uccb4\ud06c\ud558\uace0, \ub274\uc2a4 \ud589\uac04\uc5d0 \uc228\uaca8\uc9c4 \uc758\ubbf8\ub97c \ubd84\uc11d\ud574 <strong>\ud5a5\ud6c4 \ud22c\uc790 \uc804\ub7b5<\/strong>\uc744 \uc81c\uc2dc\ud574 \ub4dc\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-73d925ad-6373-4023-abd1-92518de0b5e0\"><strong>\u200b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-0598d0f5-21eb-4449-abdf-486d88e612d0\"><strong>\ud83d\udd0d PART 1. [\ud329\ud2b8\uccb4\ud06c] \uc624\ub298 \uc2dc\uc7a5\uc5d0 \ubb34\uc2a8 \uc77c\uc774?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-c69d182d-e667-405c-80c5-70ea78fde301\"><strong>1. \uc678\uad6d\uc778\uc758 &#8216;\ubc14\uc774 \ucf54\ub9ac\uc544&#8217;, \ud558\ub8e8\uc5d0\ub9cc 3\uc870 \uc6d0!<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-c71e63e9-80e1-4a6d-bfa6-f4ceddf3410a\">\uc624\ub298 \ucf54\uc2a4\ud53c \ud3ed\ub4f1\uc758 \uc8fc\uccb4\ub294 \ub2e8\uc5f0 <strong>\uc678\uad6d\uc778<\/strong>\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>[\ub274\uc2dc\uc2a4 \ubcf4\ub3c4 \ucc38\uc870]<\/strong> \uc624\ub298 \uc678\uad6d\uc778 \ud22c\uc790\uc790\ub294 \uc720\uac00\uc99d\uad8c\uc2dc\uc7a5\uc5d0\uc11c\ub9cc \ubb34\ub824 <strong>3\uc870 5,000\uc5b5 \uc6d0<\/strong>\uc744 \uc21c\ub9e4\uc218\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc5ed\ub300 \uc77c\uc77c \ucd5c\ub300 \uc21c\ub9e4\uc218 \uae30\ub85d\uc744 \uac08\uc544\uce58\uc6b4 \uc218\uce58\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc6d0\uc778:<\/strong> \uae00\ub85c\ubc8c \uc790\uc0b0\uc6b4\uc6a9\uc0ac\ub4e4\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c &#8216;AI \ud575\uc2ec \uc81c\uc870\uad6d&#8217; \ube44\uc911\uc744 \ub300\ud3ed \ub298\ub9ac\uba74\uc11c, \ud55c\uad6d\uc744 \ub300\ub9cc\uacfc \ud568\uaed8 <strong>&#8216;\ud544\uc218 \ud3b8\uc785(Must-Have)&#8217;<\/strong> \uad6d\uac00\ub85c \uc7ac\ubd84\ub958\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-9430bfc2-334a-4a26-8ae2-51ce11b52659\"><strong>\u200b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-ff82bf51-91bb-4c96-b347-38f14874cfe3\"><strong>2. \uc0bc\uc131\uc804\uc790 &#8217;16\ub9cc \uc804\uc790&#8217;, \uc2dc\ucd1d 1,000\uc870 \uc6d0 \uc2dc\ub300<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-7d8f7b6a-e796-4bcd-96e1-cb702e9dd055\">&#8216;\ubb34\uac70\uc6b4 \uc5c9\ub369\uc774&#8217; \uc0bc\uc131\uc804\uc790\uac00 \ub0a0\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>[\ub274\uc2a41 \ubcf4\ub3c4 \ucc38\uc870]<\/strong> \uc0bc\uc131\uc804\uc790\ub294 \uc804\uc77c \ub300\ube44 4.5% \uae09\ub4f1\ud558\uba70 <strong>16\ub9cc 2,000\uc6d0<\/strong>\uc5d0 \ub9c8\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub85c\uc368 \ub2e8\uc77c \uae30\uc5c5 \ucd5c\ucd08\ub85c \uc2dc\uac00\ucd1d\uc561 <strong>1,000\uc870 \uc6d0<\/strong>\uc744 \ub3cc\ud30c\ud558\ub294 \uae30\uc5fc\uc744 \ud1a0\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud2b8\ub9ac\uac70:<\/strong> \uc5d4\ube44\ub514\uc544 \ud5a5 HBM4(6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \uacf5\uae09 \uacc4\uc57d \uacf5\uc2dc\uc640 \ud30c\uc6b4\ub4dc\ub9ac \ud751\uc790 \uc804\ud658 \uc18c\uc2dd\uc774 \uc30d\ub04c\uc774 \ud638\uc7ac\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-0a30e62f-d777-4652-8734-2317dedc824b\"><strong>\u200b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-27b7a708-f2ff-44b4-8cc3-9c3533ec9094\"><strong>3. SK\ud558\uc774\ub2c9\uc2a4 &#8217;80\ub9cc \uc6d0&#8217; \uc548\ucc29, HBM \uc808\ub300 \uac15\uc790<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>[\ub514\uc9c0\ud138\ud0c0\uc784\uc2a4 \ubcf4\ub3c4 \ucc38\uc870]<\/strong> SK\ud558\uc774\ub2c9\uc2a4 \uc5ed\uc2dc 52\uc8fc \uc2e0\uace0\uac00\ub97c \uacbd\uc2e0\ud558\uba70 <strong>81\ub9cc \uc6d0<\/strong>\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\uc774\uc775\ub960 50%\ub77c\ub294 \uacbd\uc774\ub85c\uc6b4 \uc218\uc775\uc131\uc774 \uc8fc\uac00\ub97c \uc815\ub2f9\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-e96e16ae-b587-41a0-9d9a-4fb17aed2a76\"><strong>\ud83e\udde0 PART 2. [\uc2ec\uce35 \ubd84\uc11d] \uc65c \uc9c0\uae08\uc778\uac00? (The Why)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-887bc1d1-4bf7-4fa6-8963-af3718bdaa73\">\ub2e8\uc21c\ud788 &#8220;\ub9ce\uc774 \uc0ac\uc11c \uc62c\ub790\ub2e4&#8221;\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uad6c\uc870\uc801\uc778 \ubcc0\ud654\ub97c \uc77d\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-696e1265-c54b-4ea0-8323-400d9971297f\"><strong>\u200b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-3e890a07-4b8f-45b8-93e2-901b02bb462c\"><strong>\u2460 &#8216;\ubc18\ub3c4\uccb4 \uc288\ud37c\uc0ac\uc774\ud074&#8217;\uc758 \uc131\uaca9\uc774 \ub2e4\ub974\ub2e4<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-8dda854e-7260-4377-8912-6f8d6e7129be\">\uacfc\uac70\uc758 \uc288\ud37c\uc0ac\uc774\ud074\uc774 PC\ub098 \uc2a4\ub9c8\ud2b8\ud3f0 \uad50\uccb4 \uc8fc\uae30(3~4\ub144)\uc5d0 \ub530\ub978 \uac83\uc774\uc5c8\ub2e4\uba74, \uc774\ubc88 \uc0c1\uc2b9\uc7a5\uc740 &#8216;AI \uc778\ud504\ub77c \ud601\uba85&#8217;\uc774 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130\uc13c\ud130 \uac74\ub9bd \uacbd\uc7c1\uc740 \uc774\uc81c \uc2dc\uc791 \ub2e8\uacc4(Early Stage)\uc774\uba70, \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc740 &#8220;\ubc18\ub3c4\uccb4\uac00 \uc5c6\uc5b4\uc11c \ubabb \uc0ac\ub294&#8221; \uc0c1\ud669\uc785\ub2c8\ub2e4. \uc774\ub294 \uc2e4\uc801\uc774 \ucd5c\uc18c 2027\ub144\uae4c\uc9c0 \uc6b0\uc0c1\ud5a5\ud55c\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-e222a4b3-379c-452b-82d3-410b1cece1d3\"><strong>\u200b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-4cdfd387-c32a-4e12-bde0-02ef097137b1\"><strong>\u2461 &#8216;\ucf54\ub9ac\uc544 \ub514\uc2a4\uce74\uc6b4\ud2b8&#8217;\uc758 \ud574\uc18c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-69ce849b-47f0-4118-8bd3-4b0cac1fa7b9\">\uc815\ubd80\uc758 &#8216;\uae30\uc5c5 \ubc38\ub958\uc5c5 \ud504\ub85c\uadf8\ub7a8&#8217;\uc774 2\ub144 \ucc28\uc5d0 \uc811\uc5b4\ub4e4\uba70 \uac00\uc2dc\uc801\uc778 \uc131\uacfc\ub97c \ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. PBR 1\ubc30 \ubbf8\ub9cc \uae30\uc5c5\ub4e4\uc758 \uc790\uc0ac\uc8fc \uc18c\uac01 \ub9b4\ub808\uc774\uac00 \uc774\uc5b4\uc9c0\uba70, \ud55c\uad6d \uc99d\uc2dc \uc804\uccb4\uc758 \ubc38\ub958\uc5d0\uc774\uc158(PER)\uc774 \uc7ac\ud3c9\uac00(Re-rating) \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-ec271e2e-f070-420b-bb6b-d2be7864e57b\"><strong>\ud83d\udd2e PART 3. [\uc5d0\ub514\ud130\uc758 \uc608\uce21] \uc55e\uc73c\ub85c\uc758 \uc2dc\ub098\ub9ac\uc624\ub294?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-74538a3d-d3cf-4b46-9c6e-3c2cdfce1a17\">\uc5ec\uae30\uc11c\ubd80\ud130\ub294 \ub274\uc2a4\uc5d0 \uc5c6\ub294, \uc800\uc758 <strong>\uac1c\uc778\uc801\uc778 \uc2dc\uc7a5 \ubd84\uc11d\uacfc \ub300\ub2f4\ud55c \uc608\uce21<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-3f207628-31b7-4f41-acb7-88c51daa2f62\"><strong>1. \ub2e8\uae30 \uc804\ub9dd: &#8220;\uacf5\ud3ec\uc758 \uc124\uac70\uc9c0? NO, \uac74\uc804\ud55c \uc870\uc815\uc740 \uc628\ub2e4&#8221;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud604\uc7ac RSI(\uc0c1\ub300\uac15\ub3c4\uc9c0\uc218)\uac00 85\ub97c \ub118\uc5c8\uc2b5\ub2c8\ub2e4. \uae30\uc220\uc801\uc73c\ub85c <strong>\uacfc\ub9e4\uc218 \uad6c\uac04<\/strong>\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc608\uce21:<\/strong> 5,400\uc120 \ub3cc\ud30c\uc5d0 \ub300\ud55c \ud53c\ub85c\uac10\uc73c\ub85c \ub2e4\uc74c \uc8fc \uc911 5,100~5,200\uc120\uae4c\uc9c0\uc758 \uc77c\uc2dc\uc801 \uc870\uc815(Pullback)\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc774\ub294 \ud558\ub77d\uc7a5\uc758 \uc2dc\uc791\uc774 \uc544\ub2c8\ub77c, \uae09\ud558\uac8c \uc624\ub974\ub290\ub77c \uc0dd\uae34 \ube48\ud2c8\uc744 \uba54\uc6b0\ub294 \uac74\uc804\ud55c \uc870\uc815\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-ed238813-60ea-4c86-820a-bb33631ff197\"><strong>\u200b2. \uc911\uc7a5\uae30 \uc804\ub9dd: &#8220;\uc5f0\ub9d0 6,000 \ud3ec\uc778\ud2b8, \uafc8\uc774 \uc544\ub2c8\ub2e4&#8221;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc608\uce21:<\/strong> \ud558\ubc18\uae30 \uc560\ud50c\uc758 &#8216;\uc544\uc774\ud3f0 \ud3f4\ub4dc&#8217; \ucd9c\uc2dc\uc640 \uc628\ub514\ubc14\uc774\uc2a4 AI \uc2dc\uc7a5 \uac1c\ud654\uac00 \ub9de\ubb3c\ub9ac\uba74, \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc218\uc694\ub294 \uc11c\ubc84\uc5d0\uc11c \ubaa8\ubc14\uc77c\ub85c \ud655\uc0b0\ub429\ub2c8\ub2e4. \uc774\ub97c \ubc14\ud0d5\uc73c\ub85c <strong>\uc62c\ud574 \uc5f0\ub9d0 \ucf54\uc2a4\ud53c\ub294 6,000\ud3ec\uc778\ud2b8<\/strong>\ub97c \ud130\uce58\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-75f8f5ee-1858-465d-a2f5-18255c723f67\"><strong>\u200b3. \uc139\ud130 \uc774\ub3d9: &#8220;\ub099\uc218\ud6a8\uacfc\ub294 &#8216;\uc18c\ubd80\uc7a5&#8217;\uc73c\ub85c \ud750\ub978\ub2e4&#8221;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc0bc\uc131\uc804\uc790\uc640 \ud558\uc774\ub2c9\uc2a4\uac00 \uc8fc\ub3c4\ud55c 1\ucc28 \ub7a0\ub9ac \uc774\ud6c4, 2\ucc28 \ub7a0\ub9ac\ub294 \uc774\ub4e4\uc5d0\uac8c \uc7a5\ube44\uc640 \uc18c\uc7ac\ub97c \uacf5\uae09\ud558\ub294 <strong>&#8216;\uc18c\ubd80\uc7a5(\uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44)&#8217;<\/strong> \uae30\uc5c5\ub4e4\uc774 \uc8fc\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc8fc\ubaa9\ud560 \ud0a4\uc6cc\ub4dc:<\/strong> \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529, \uc720\ub9ac \uae30\ud310(Glass Substrate), HBM \uac80\uc0ac \uc7a5\ube44.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-075701aa-0fbe-4f96-acb4-5689725a9760\"><strong>\ud83d\udee1\ufe0f PART 4. [Action Plan] \ucd08\ubcf4 \ud22c\uc790\uc790\ub97c \uc704\ud55c \ucd94\ucc9c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-515e24fb-64ea-400a-af0c-11e42126c312\">\uc9c0\uae08 \ub274\uc2a4\ub9cc \ubcf4\uace0 \uac00\uc2b4\uc774 \ub6f0\uc2dc\ub098\uc694? \ucd94\uaca9 \ub9e4\uc218\ub294 \uae08\ubb3c\uc785\ub2c8\ub2e4. \ub0c9\ucca0\ud558\uac8c \ub300\uc751\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-beba2fed-048e-44af-8b2a-5f7529770a14\">\u200b<strong>\ud3ec\ubaa8(FOMO) \uc99d\ud6c4\uad70 \uadf9\ubcf5\ud558\uae30:<\/strong> &#8220;\ub098\ub9cc \ub3c8 \ubabb \ubc8c\uc5c8\uc5b4&#8221;\ub77c\ub294 \ubc15\ud0c8\uac10\uc5d0 \uae09\ub4f1\uc8fc\uc5d0 \uc62c\ub77c\ud0c0\uc9c0 \ub9c8\uc138\uc694. 16\ub9cc \uc6d0\ub300 \uc0bc\uc131\uc804\uc790\ub97c \uc9c0\uae08 \uc0ac\ub294 \uac74 \uc7a5\uae30\ud22c\uc790\uc790\uac00 \uc544\ub2c8\ub77c\uba74 \ubd80\ub2f4\uc2a4\ub7ec\uc6b4 \uc790\ub9ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uc870\uc815\uc744 \uae30\ub2e4\ub9ac\ub294 \uc778\ub0b4\uc2ec:<\/strong> \ud604\uae08 \ube44\uc911\uc744 30% \uc774\uc0c1 \ud655\ubcf4\ud558\uace0, \uc9c0\uc218\uac00 5,200\uc120 \uc544\ub798\ub85c \ub20c\ub9b4 \ub54c\ub97c \uae30\ub2e4\ub9ac\uc138\uc694. \uc8fc\uc2dd\uc740 &#8216;\uc2f8\uac8c \uc0ac\ub294 \uac83&#8217;\uc774 \uae30\uc220\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>ETF \ud65c\uc6a9\ud558\uae30:<\/strong> \uac1c\ubcc4 \uc885\ubaa9 \ubd84\uc11d\uc774 \uc5b4\ub835\ub2e4\uba74, &#8216;KODEX \ubc18\ub3c4\uccb4&#8217;\ub098 <strong>&#8216;TIGER AI\ubc18\ub3c4\uccb4\ud575\uc2ec\uacf5\uc815&#8217;<\/strong> \uac19\uc740 ETF\ub97c \ub9e4\ub2ec \uc801\ub9bd\uc2dd\uc73c\ub85c \ubaa8\uc544\uac00\uc138\uc694. \uac1c\ubcc4 \uae30\uc5c5\uc758 \ub9ac\uc2a4\ud06c\ub97c \ud53c\ud558\uba74\uc11c \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub35c \uc624\ub978 \uc8fc\uc2dd \ucc3e\uae30:<\/strong> \ubc18\ub3c4\uccb4\uc5d0 \uac00\ub824\uc838 \uc788\ub358 &#8216;AI \uc804\ub825 \uc124\ube44(\ubcc0\uc555\uae30, \uc804\uc120)&#8217;\ub098 <strong>&#8216;AI \ub370\uc774\ud130\uc13c\ud130 \ub0c9\uac01&#8217;<\/strong> \uad00\ub828\uc8fc \uc911 \uc544\uc9c1 \uc800\ud3c9\uac00\ub41c \uae30\uc5c5\uc744 \uacf5\ubd80\ud558\uc138\uc694.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-e4a780ac-50a2-416b-a77c-383d27d5caa5\"><strong>\ud83d\udcdd \uacb0\ub860: \ud30c\ud2f0\ub294 \uc2dc\uc791\ub418\uc5c8\uc9c0\ub9cc, \ucde8\ud558\uc9c0\ub294 \ub9d0\uc790<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-ab60755f-f8a5-43cd-8d04-bceb44da6dcb\">\ucf54\uc2a4\ud53c 5400 \uc2dc\ub300\ub294 \ud55c\uad6d \uacbd\uc81c\uc758 \uc800\ub825\uc744 \ubcf4\uc5ec\uc900 \uc790\ub791\uc2a4\ub7ec\uc6b4 \uc21c\uac04\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc5ed\uc0ac\ub294 \uc99d\uba85\ud569\ub2c8\ub2e4. <strong>\ubaa8\ub450\uac00 \ud658\ud638\ud560 \ub54c\uac00 \uac00\uc7a5 \uc704\ud5d8\ud560 \uc218 \uc788\uace0, \ubaa8\ub450\uac00 \uacf5\ud3ec\uc5d0 \ub5a8 \ub54c\uac00 \uae30\ud68c\uc600\ub2e4\ub294 \uac83\uc744. <\/strong>\uc9c0\uae08\uc740 \ud765\ubd84\ubcf4\ub2e4\ub294 <strong>\uacf5\ubd80<\/strong>\uac00 \ud544\uc694\ud55c \uc2dc\uc810\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 \uc65c \uc62c\ub790\ub294\uc9c0, HBM4\uac00 \ubb34\uc5c7\uc778\uc9c0, \ub2e4\uc74c \uc218\ud61c\uc8fc\ub294 \uc5b4\ub514\uc77c\uc9c0 \ub048\uc9c8\uae30\uac8c \ud30c\uace0\ub4dc\ub294 \uc790\ub9cc\uc774 \uc774 \uac70\ub300\ud55c \ubd80\uc758 \ud30c\ub3c4(Super Wave) \uc704\uc5d0\uc11c \uc11c\ud551\uc744 \uc990\uae38 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\ub7ec\ubd84\uc758 \uc131\uacf5\uc801\uc778 \ud22c\uc790\ub97c \uc751\uc6d0\ud569\ub2c8\ub2e4. <strong>\uc131\ud22c!<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-6e9aa2f1-7b18-4b87-b50f-94fb43af5fd8\"><strong>\u200b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"SE-89e8f6b1-7886-46aa-93e2-ac675d06eef6\"><strong>#\ucf54\uc2a4\ud53c5400 #\uc0bc\uc131\uc804\uc790 #16\ub9cc\uc804\uc790 #SK\ud558\uc774\ub2c9\uc2a4 #HBM4 #2026\uc99d\uc2dc #\uc8fc\uc2dd\uc2dc\uc7a5 #\ud55c\uad6d\uc99d\uc2dc\uc804\ub9dd #\uc678\uad6d\uc778\uc21c\ub9e4\uc218 #\ubc18\ub3c4\uccb4\uc288\ud37c\uc0ac\uc774\ud074 #\uc8fc\uc2dd\ud22c\uc790 #\uc7ac\ud14c\ud06c\uadf8\ub7a8 #\uc0ac\ud68c\ucd08\ub144\uc0dd\uc7ac\ud14c\ud06c #\uc8fc\ub9b0\uc774 #\uacbd\uc81c\uacf5\ubd80 #\uc18c\ubd80\uc7a5\uad00\ub828\uc8fc #AI\ubc18\ub3c4\uccb4 #\uc5d4\ube44\ub514\uc544\uad00\ub828\uc8fc #\uc8fc\uc2dd\uc2a4\ud0c0\uadf8\ub7a8 #\uc131\ud22c #\uc874\ubc84 #\uacbd\uc81c\ub274\uc2a4 #\ub274\uc2dc\uc2a4 #\ub274\uc2a41 #\ub514\uc9c0\ud138\ud0c0\uc784\uc2a4 #ETF\ud22c\uc790 #\uc801\ub9bd\uc2dd\ud22c\uc790 #\uae08\uc735\ubb38\ub9f9\ud0c8\ucd9c #\uc790\uc0b0\uad00\ub9ac #\ud30c\uc774\uc5b4\uc871<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ucf54\uc2a4\ud53c\uac00 \uc0ac\uc0c1 \ucd5c\ucd08\ub85c 5400\uc120\uc744 \ub3cc\ud30c\ud558\ub294 \ub300\uae30\ub85d\uc744 \uc138\uc6e0\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ubc18\ub3c4\uccb4 \uc5c5\uc885\uc758 \ub3c5\ubcf4\uc801\uc778 \uac15\uc138\uac00 \uc9c0\uc218 \uc0c1\uc2b9\uc744 \uacac\uc778\ud588\ub294\ub370\uc694. \uc774\ubc88 \uc0c1\uc2b9 \ub7a0\ub9ac\uc758 \uc6d0\uc778\uacfc \uc55e\uc73c\ub85c\uc758 \uc804\ub9dd, \uadf8\ub9ac\uace0 \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc774 \uc8fc\ubaa9\ud574\uc57c \ud560 \ud22c\uc790 \uc804\ub7b5\uae4c\uc9c0 \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ud574 \ub4dc\ub9bd\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":282,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[310,192,308,22,200,193,23,309,213,311],"class_list":["post-281","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-itproduct","tag-ai-","tag-hbm","tag-kospi","tag-sk","tag-200","tag-193","tag-23","tag-309","tag-213","tag-311"],"_links":{"self":[{"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=281"}],"version-history":[{"count":1,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/281\/revisions"}],"predecessor-version":[{"id":283,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/281\/revisions\/283"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=\/wp\/v2\/media\/282"}],"wp:attachment":[{"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/welfarelab.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}