{"id":4506,"date":"2025-12-13T22:06:22","date_gmt":"2025-12-13T13:06:22","guid":{"rendered":"https:\/\/readtrends.com\/ko\/ai-investment-delay-us-stocks\/"},"modified":"2025-12-13T22:06:22","modified_gmt":"2025-12-13T13:06:22","slug":"ai-investment-delay-us-stocks","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/ai-investment-delay-us-stocks\/","title":{"rendered":"AI \ud22c\uc790 \uc9c0\uc5f0 \uc6b0\ub824\uc5d0 \ub274\uc695\uc99d\uc2dc \ud754\ub4e4\u2026\ube0c\ub85c\ub4dc\ucef4\u00b7\uc624\ub77c\ud074 \uc8fc\uac00 \uae09\ub77d"},"content":{"rendered":"<article>\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n<p>\ud604\uc9c0\uc2dc\uac01 12\uc77c \ubbf8\uad6d \ub274\uc695\uc99d\uad8c\uac70\ub798\uc18c\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790 \uc77c\uc815\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ubbf8\ub904\uc9c8 \uac00\ub2a5\uc131\uc774 \ubd80\uac01\ub418\uba70 \ub274\uc695\uc99d\uc2dc\uac00 \ud558\ub77d\ud588\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc740 \ud558\ub8e8 \uae30\uc900 11.4% \uae09\ub77d\ud588\uace0 \uc624\ub77c\ud074\uacfc \ucf54\uc5b4\uc704\ube0c \ub4f1 AI \uad00\ub828\uc8fc\uac00 \ub3d9\ubc18 \uc57d\uc138\ub97c \ubcf4\uc774\uba70 S&#038;P500\uacfc \ub098\uc2a4\ub2e5\uc774 1% \uc774\uc0c1 \ud558\ub77d\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\uc640 AMD\ub3c4 \uc8fc\uac04 \uae30\uc900 \uac01\uac01 4%\u00b73% \uc774\uc0c1 \ud558\ub77d\ud588\uace0, \uad00\ub828 \ud68c\uc0ac\ucc44 \uc2a4\ud504\ub808\ub4dc\ub3c4 \ud655\ub300\ub410\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc77c\ubd80 \uae30\uc5c5\uc758 \ub370\uc774\ud130\uc13c\ud130\u00b7\uc790\ubcf8\uc9c0\ucd9c \uc77c\uc815\uacfc \uc624\ud508AI\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc2dc\uc810\uc5d0 \ub300\ud574 \uc6b0\ub824\ub97c \ud45c\uba85\ud588\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ube0c\ub85c\ub4dc\ucef4(\uc8fc\uac00\ub294 12\uc77c \uae30\uc900) \ub2f9\uc77c 11.4% \ud558\ub77d\ud574 \uc62c\ud574 1\uc6d4 \uc774\ud6c4 \ucd5c\ub300 \ub099\ud3ed\uc744 \uae30\ub85d\ud588\ub2e4.<\/li>\n<li>\ube0c\ub85c\ub4dc\ucef4\uc740 \ubd84\uae30 \ub9e4\ucd9c 180\uc5b5\ub2ec\ub7ec(\uc57d 26\uc8705\ucc9c\uc5b5\uc6d0)\ub97c \uae30\ub85d\ud588\uc73c\ub098 \ub9de\ucda4\ud615 AI \uce69\uc758 \uc218\uc775\uc131 \ubc0f \uc7a5\uae30 \uc2e4\uc801 \uac00\uc2dc\uc131\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \uc81c\uae30\ub410\ub2e4.<\/li>\n<li>S&#038;P500\uacfc \ub098\uc2a4\ub2e5 \uc9c0\uc218\ub294 \ubaa8\ub450 1% \uc774\uc0c1 \ud558\ub77d\ud588\uace0, \uc5d4\ube44\ub514\uc544\ub294 \uc8fc\uac04 \uae30\uc900 4% \ub118\uac8c, AMD\ub294 3% \ub118\uac8c \ud558\ub77d\ud588\ub2e4.<\/li>\n<li>\uc624\ub77c\ud074\uc740 \uc774\ubc88 \uc8fc\uc5d0\ub9cc \uc8fc\uac00\uac00 \uc57d 13% \ud558\ub77d\ud588\uc73c\uba70, \ucd5c\uadfc \ubd84\uae30 \ub9e4\ucd9c\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc18c\ud3ed \ubc11\ub3cc\uace0 \uc790\ubcf8\uc9c0\ucd9c\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uc99d\uac00\ud588\ub2e4.<\/li>\n<li>\ucf54\uc5b4\uc704\ube0c\ub294 \uc624\ub77c\ud074\uacfc \ud568\uaed8 \uc624\ud508AI\uc6a9 \ub370\uc774\ud130\uc13c\ud130\ub97c \uad6c\ucd95 \uc911\uc774\uba70 \uc774\ub0a0 \uc8fc\uac00\uac00 \ucd94\uac00\ub85c \uc57d 10% \ud558\ub77d\ud588\ub2e4.<\/li>\n<li>\uc624\ub77c\ud074\uc774 \ubc1c\ud589\ud55c 2055\ub144 \ub9cc\uae30 \uc5f0 5.95% \ud68c\uc0ac\ucc44\uc758 \uad6d\ucc44 \ub300\ube44 \uc2a4\ud504\ub808\ub4dc\ub294 \uc57d 2.07%\ud3ec\uc778\ud2b8\ub85c \ud655\ub300\ub410\ub2e4.<\/li>\n<li>\ucf54\uc5b4\uc704\ube0c\uc758 2030\ub144 \ub9cc\uae30 \uc5f0 9.25% \ud68c\uc0ac\ucc44 \uc2a4\ud504\ub808\ub4dc\ub294 \uc2a4\ud504\ub808\ub4dc 7.6%\ud3ec\uc778\ud2b8\uae4c\uc9c0 \ud655\ub300\ub418\ub294 \ub4f1 \ud68c\uc0ac\ucc44 \uac70\ub798\uc640 \ub9e4\ub3c4\uc138\uac00 \ud655\ub300\ub410\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\ucd5c\uadfc AI \ubd84\uc57c\uc5d0\uc11c\ub294 \ub9de\ucda4\ud615 \uce69, \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130, \uc804\ub825\u00b7\ub0c9\uac01 \uc124\ube44 \ub4f1 \ub300\uaddc\ubaa8 \uc778\ud504\ub77c \ud22c\uc790 \uc218\uc694\uac00 \uae09\uc99d\ud558\uba70 \ubc18\ub3c4\uccb4\u00b7\ud074\ub77c\uc6b0\ub4dc \uc5c5\uccb4\ub4e4\uc758 \uc790\ubcf8\uc9c0\ucd9c\uc774 \ub298\uace0 \uc788\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc624\ud508AI \ub4f1 \uc8fc\uc694 AI \uc218\uc694\ucc98\uc758 \ud22c\uc790 \uc9d1\ud589 \uc2dc\uc810\uacfc \uaddc\ubaa8\uc5d0 \ub530\ub77c \uc7a5\uae30 \ub9e4\ucd9c \ud750\ub984\uc774 \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \uacbd\uacc4\ud558\uace0 \uc788\ub2e4. \ud2b9\ud788 \ub9de\ucda4\ud615 AI \uce69\uc740 \ucd08\uae30 \uac1c\ubc1c\ube44\u00b7\uc124\uacc4\ube44 \ubd80\ub2f4\uc774 \ud06c\uace0 \uc218\uc775\uc131 \ud655\ubcf4\uae4c\uc9c0 \uc2dc\ucc28\uac00 \ubc1c\uc0dd\ud558\uae30 \ub54c\ubb38\uc5d0, \ud22c\uc790 \uc77c\uc815\uc774 \uc9c0\uc5f0\ub420 \uacbd\uc6b0 \uc5c5\uccb4\ubcc4 \uc2e4\uc801 \uac00\uc2dc\uc131\uc774 \ub5a8\uc5b4\uc9c8 \uc218 \uc788\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124\u00b7\uc804\ub825 \ubb38\uc81c\ub85c \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud558\uba74 \uacf5\uae09\ub9dd\uacfc \uad00\ub828 \uae30\uc5c5 \uc8fc\uac00\uc5d0 \uc989\uac01\uc801 \uc601\ud5a5\uc774 \ubbf8\uce5c \uc804\ub840\uac00 \uc788\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \ub9e5\ub77d\uc5d0\uc11c \uc2dc\uc7a5\uc740 \uc624\ub77c\ud074\uacfc \uac19\uc740 \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uc81c\uacf5 \uae30\uc5c5\uc758 \ub3d9\ud5a5\uc744 \u2018AI \ud22c\uc790 \uc2e0\ud638\ub4f1\u2019\uc73c\ub85c \ubc14\ub77c\ubcf8\ub2e4. \uc624\ub77c\ud074\uc758 \ub9e4\ucd9c\u00b7\uc790\ubcf8\uc9c0\ucd9c \ubcc0\ud654\ub294 \uce69 \uacf5\uae09, \uc804\ub825 \uc778\ud504\ub77c \ud655\ucda9, \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124 \uc18d\ub3c4 \ub4f1 \uc804\ubc18\uc801 \ud22c\uc790 \ud750\ub984\uc744 \uac00\ub2a0\ud558\ub294 \uc9c0\ud45c\ub85c \ud574\uc11d\ub41c\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uae30 \uc2e4\uc801\uacfc \ub354\ubd88\uc5b4 2026~2027\ub144 \uc774\ud6c4\uc758 \uc218\uc775\uc131 \uc804\ub9dd\uae4c\uc9c0 \ubc18\uc601\ud574 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc870\uc815\ud558\ub294 \uc911\uc774\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74 \uc804\uac1c<\/h2>\n<p>12\uc77c \uac70\ub798\uc5d0\uc11c\ub294 \ube0c\ub85c\ub4dc\ucef4\uc774 \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \ubcf4\uace0\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc8fc\uac00\uac00 \uae09\ub77d\ud588\ub2e4. \ud22c\uc790\uc790\ub4e4\uc774 \ubb38\uc81c \uc0bc\uc740 \uac83\uc740 \ub9e4\ucd9c \uc790\uccb4\ubcf4\ub2e4 \ub9de\ucda4\ud615 AI \uce69\uc758 \uc7a5\uae30 \uc218\uc775\uc131, \uc624\ud508AI\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc9d1\ud589 \uc2dc\uc810, \uadf8\ub9ac\uace0 2027\ub144 \uc774\ud6c4 \uc2e4\uc801 \uac00\uc2dc\uc131\uc774\uc5c8\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \ub2e8\uae30 \ucc28\uc775\uc2e4\ud604\uacfc \ub9ac\ub808\uc774\ud305(re-rating)\uc774 \ub3d9\uc2dc\uc5d0 \uc77c\uc5b4\ub0ac\ub2e4.<\/p>\n<p>\uc624\ub77c\ud074\uacfc \ucf54\uc5b4\uc704\ube0c\uc758 \uacbd\uc6b0 \ub370\uc774\ud130\uc13c\ud130 \ud504\ub85c\uc81d\ud2b8 \uc77c\uc815\uacfc \uc790\ubcf8\uc9c0\ucd9c \uc99d\uac00\uac00 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4. \uc624\ub77c\ud074\uc740 \uacf5\uc2dd\uc801\uc73c\ub85c \uacc4\uc57d\uc0c1 \uc77c\uc815\uc740 \uacc4\ud68d\ub300\ub85c \uc9c4\ud589\ub418\uace0 \uc788\ub2e4\uace0 \ubd80\uc778\ud588\uc9c0\ub9cc, \uc2dc\uc7a5\uc758 \ubd88\uc548\uc740 \uc27d\uac8c \uac00\ub77c\uc549\uc9c0 \uc54a\uc558\ub2e4. \ucf54\uc5b4\uc704\ube0c\ub294 \uc624\ub77c\ud074\uacfc\uc758 \ud611\ub825 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub41c \uc774\ud6c4 \uc8fc\uac00\uac00 \ud06c\uac8c \ud754\ub4e4\ub838\uace0 \uc774\ub0a0 \ucd94\uac00 \ud558\ub77d\uc774 \uad00\uce21\ub410\ub2e4.<\/p>\n<p>\ucc44\uad8c\uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uad00\ub828 \ucda9\uaca9\uc774 \ud30c\uae09\ub410\ub2e4. \uc624\ub77c\ud074\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uba54\ud0c0 \ub4f1 \ub300\ud615 AI \uae30\uc5c5\uc758 \ud68c\uc0ac\ucc44 \uac70\ub798\ub7c9\uc774 \uae09\uc99d\ud588\uace0, \ud22c\uc790\uc790\ub4e4\uc774 \uc704\ud5d8 \ub178\ucd9c\uc744 \uc904\uc774\uae30 \uc704\ud574 \ud68c\uc0ac\ucc44\ub97c \ub9e4\ub3c4\ud558\ub294 \uc6c0\uc9c1\uc784\uc774 \ub298\uc5c8\ub2e4. \uc624\ub77c\ud074\uacfc \ucf54\uc5b4\uc704\ube0c\uc758 \ucc44\uad8c \uc2a4\ud504\ub808\ub4dc \ud655\ub300\uac00 \ub300\ud45c\uc801 \uc0ac\ub840\ub85c, \uc774\ub294 \uae30\uc5c5 \uc2e0\uc6a9 \ub9ac\uc2a4\ud06c\uc5d0 \ub300\ud55c \uc7ac\ud3c9\uac00\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uc774\ubc88 \uc870\uc815\uc740 AI \uad00\ub828 \uae30\ub300\uac00 \uc120\ud589\uc801\uc73c\ub85c \uacfc\ub3c4\ud558\uac8c \ubc18\uc601\ub41c \ub370 \ub530\ub978 \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \ubd88\ud655\uc2e4\uc131 \ubc18\uc601\uc774\ub2e4. \uae30\uc220 \ubc1c\uc804\uacfc \uc218\uc694 \ud655\ub300\uc758 \uc804\ub9dd\uc740 \uc5ec\uc804\ud558\uc9c0\ub9cc, \ub300\uaddc\ubaa8 \uc778\ud504\ub77c \ud22c\uc790\uac00 \uc2e4\uc81c\ub85c \uc9d1\ud589\ub418\ub294 \uc2dc\uc810\uacfc \uaddc\ubaa8\ub294 \uae30\uc5c5\ubcc4\ub85c \ucc28\uc774\uac00 \ud06c\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uae30\ub300\uce58 \uc870\uc815 \uacfc\uc815\uc5d0\uc11c \uace0\ud3c9\uac00\ub41c \uc885\ubaa9\uc744 \ucd95\uc18c\ud558\uace0 \ub9ac\uc2a4\ud06c \uad00\ub9ac\ub97c \uac15\ud654\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ub458\uc9f8, \ubc18\ub3c4\uccb4\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc5c5\uc885\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \ubbfc\uac10\ub3c4\uac00 \ub192\uc544\uc84c\ub2e4. \ub9de\ucda4\ud615 AI \uce69\uc758 \uc218\uc775\uc131 \ubd88\ud655\uc2e4\uc131\uc740 \ud22c\uc790\uc790\ub4e4\uc774 \ub9c8\uc9c4 \uad6c\uc870\uc640 \uc7a5\uae30 \uacc4\uc57d \uc5ec\ubd80\ub97c \uc8fc\uc2dc\ud558\uac8c \ub9cc\ub4e4\uba70, \uc774\ub294 \uad00\ub828 \uae30\uc5c5\uc758 \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b4\ub2e4. \ud2b9\ud788 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uc774 \ud070 \uc0ac\uc5c5 \ubaa8\ub378\uc740 \ub2e8\uae30\uc801\uc778 \uc2e4\uc801 \ubbf8\uc2a4\ub9e4\uce58\uc5d0 \ucde8\uc57d\ud558\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \ud68c\uc0ac\ucc44 \uc2a4\ud504\ub808\ub4dc \ud655\ub300\ub294 \uc8fc\uc2dd\uc2dc\uc7a5 \uc678 \ud1b5\ub85c\ub97c \ud1b5\ud574 \uae30\uc5c5\uc758 \uc790\uae08\uc870\ub2ec \ube44\uc6a9 \uc0c1\uc2b9\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc2a4\ud504\ub808\ub4dc \ud655\ub300\ub294 \uc2e0\uc6a9\ube44\uc6a9\uc744 \ub192\uc774\uace0, \uacb0\uacfc\uc801\uc73c\ub85c \uc77c\ubd80 \ud504\ub85c\uc81d\ud2b8\uc758 \ucc29\uc218 \ud639\uc740 \uc18d\ub3c4 \uc870\uc808\ub85c \uc5f0\uacb0\ub420 \uc218 \uc788\ub2e4. \ub2e4\ub9cc, \ud604\uc2dc\uc810\uc758 \ub9e4\ub3c4\ub294 \ub9ac\uc2a4\ud06c \ud504\ub9ac\ubbf8\uc5c4 \uc7ac\ud3c9\uac00\uac00 \uc8fc\ub41c \uc694\uc778\uc73c\ub85c, \uad6c\uc870\uc801 \ubd95\uad34\ub97c \uc758\ubbf8\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\uc885\ubaa9\/\uc9c0\ud45c<\/th>\n<th>\ubcc0\ub3d9(12\uc77c\/\uc8fc\uac04)<\/th>\n<th>\uc8fc\uc694 \uc218\uce58<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ube0c\ub85c\ub4dc\ucef4<\/td>\n<td>-11.4% (\ub2f9\uc77c)<\/td>\n<td>\ubd84\uae30 \ub9e4\ucd9c 180\uc5b5\ub2ec\ub7ec<\/td>\n<\/tr>\n<tr>\n<td>\uc624\ub77c\ud074<\/td>\n<td>\uc57d -13% (\uc774\ubc88 \uc8fc)<\/td>\n<td>2055\ub144 \ub9cc\uae30 \uc5f0 5.95% \ucc44\uad8c \uc2a4\ud504\ub808\ub4dc +2.07%p<\/td>\n<\/tr>\n<tr>\n<td>\ucf54\uc5b4\uc704\ube0c<\/td>\n<td>\ub2f9\uc77c \ucd94\uac00 \uc57d -10%<\/td>\n<td>2030\ub144 \ub9cc\uae30 \uc5f0 9.25% \ucc44\uad8c \uc2a4\ud504\ub808\ub4dc +7.6%p<\/td>\n<\/tr>\n<tr>\n<td>\uc5d4\ube44\ub514\uc544<\/td>\n<td>\uc8fc\uac04 -4% \uc774\uc0c1<\/td>\n<td>AI \ub300\ud45c\uc8fc<\/td>\n<\/tr>\n<tr>\n<td>AMD<\/td>\n<td>\uc8fc\uac04 -3% \uc774\uc0c1<\/td>\n<td>AI\uc6a9 GPU \uacf5\uae09\uc5c5\uccb4<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \ub2f9\uc77c\u00b7\uc8fc\uac04 \ubcc0\ub3d9\uacfc \uad00\ub828 \uae30\uc5c5\uc758 \uc8fc\uc694 \uc218\uce58\ub97c \ube44\uad50\ud55c \uac83\uc774\ub2e4. \uc218\uce58\ub294 \uac70\ub798\uc77c \uae30\uc900 \ubc1c\ud45c \uc790\ub8cc\uc640 \uc2dc\uc7a5 \ub370\uc774\ud130\ub97c \uc885\ud569\ud574 \uc815\ub9ac\ud588\uc73c\uba70, \uc2a4\ud504\ub808\ub4dc\ub294 \uad6d\ucc44 \ub300\ube44 \ud3ec\uc778\ud2b8\ub85c \ud45c\uae30\ud588\ub2e4. \ud45c\uc5d0 \ub098\uc628 \ubcc0\ub3d9\uc131\uc740 \ub2e8\uae30\uc801 \uc2dc\uc7a5 \ubc18\uc751\uc744 \ubc18\uc601\ud558\uba70, \uc7a5\uae30 \ud380\ub354\uba58\ud138\uacfc\ub294 \ubcc4\uac1c\ub85c \ud574\uc11d\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\uc624\ub77c\ud074\uc740 \uc2dc\uc7a5\uc758 \uc9c0\uc5f0\uc124\uc5d0 \ub300\ud574 \uacf5\uc2dd\uc801\uc73c\ub85c \uc77c\uc815\uc744 \uc9c0\ud0a4\uace0 \uc788\ub2e4\uace0 \ud574\uba85\ud588\uc73c\ub098, \uae30\uc5c5 \uc2e4\uc801\uacfc \uc790\ubcf8\uc9c0\ucd9c \ud655\ub300\ub294 \ud22c\uc790 \uc2ec\ub9ac \uc545\ud654 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4. \ub2e4\uc74c\uc740 \uc2dc\uc7a5\u00b7\uc804\ubb38\uac00 \ubc18\uc751\uc774\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc624\ub77c\ud074\uc744 \ud1b5\ud574 AI \ud22c\uc790 \uc77c\uc815\uc774 \uce69\u00b7\uc804\ub825\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc804\ubc18\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce60\uc9c0 \uc2dc\uc7a5\uc774 \ud310\ub2e8\ud558\uace0 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\ub9ac\uc2dc \uc798\ub8e8\ub9ac\uc544, RBC\uce90\ud53c\ud138\ub9c8\ucf13 \uc560\ub110\ub9ac\uc2a4\ud2b8<\/cite><\/p><\/blockquote>\n<p>RBC \uc560\ub110\ub9ac\uc2a4\ud2b8\uc758 \uc9c4\ub2e8\uc740 \uc624\ub77c\ud074\uc758 \uc6c0\uc9c1\uc784\uc744 \uc5c5\uacc4 \uc804\uccb4\uc758 \uc2e0\ud638\ub85c \ud574\uc11d\ud558\ub294 \uc2dc\uc7a5\uc758 \uad00\uc810\uc744 \uc694\uc57d\ud55c\ub2e4. \uc624\ub77c\ud074\uc758 \ub9e4\ucd9c\u00b7\uc790\ubcf8\uc9c0\ucd9c \ubcc0\ud654\uac00 \ud22c\uc790\uc790\ub4e4\uc758 AI \ud22c\uc790 \ud310\ub2e8\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\ub825\uc744 \ubbf8\uce58\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud55c \ubc1c\uc5b8\uc774\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;AI\uac00 \uace0\uc6a9\uacfc \uc778\ud50c\ub808\uc774\uc158, \uacbd\uae30 \uc804\ubc18\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc744 \ub450\uace0 \uc6b0\ub824\uac00 \ud06c\uc9c0\ub9cc, \uc774\ub7f0 \uc870\uc815\uc740 \uac74\uac15\ud55c \uc7ac\ud3c9\uac00 \uacfc\uc815\uc77c \uc218 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\ub85c\ubc84\ud2b8 \uc5d0\ub4dc\uc6cc\uc988, \uc5d0\ub4dc\uc6cc\uc988\uc790\uc0b0\uc6b4\uc6a9 CIO<\/cite><\/p><\/blockquote>\n<p>\uc5d0\ub4dc\uc6cc\uc988 CIO\ub294 \ubcc0\ub3d9\uc131\uc744 \uc77c\uc2dc\uc801 \uc870\uc815\uc73c\ub85c \ubcf4\uba74\uc11c\ub3c4, \uc720\ub3d9\uc131(\ub300\uae30 \uc790\uae08)\uacfc \uc790\uc0ac\uc8fc \ub9e4\uc785 \uac19\uc740 \uad6c\uc870\uc801 \uc694\uc778\uc774 \ud5a5\ud6c4 \uc8fc\uc2dd\uc2dc\uc7a5\uc5d0 \uc9c0\uc9c0 \uc694\uc778\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uacc4\uc57d\uc0c1 \ud544\uc694\ud55c \ubaa8\ub4e0 \uc77c\uc815\uc740 \uacc4\ud68d\ub300\ub85c \uc9c4\ud589\ub418\uace0 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uc624\ub77c\ud074(\uacf5\uc2dd \uc785\uc7a5)<\/cite><\/p><\/blockquote>\n<p>\uc624\ub77c\ud074\uc758 \uacf5\uc2dd \ubd80\uc778\uc740 \ud504\ub85c\uc81d\ud2b8 \uc9c0\uc5f0\uc124\uc744 \uc9c1\uc811 \ubc18\ubc15\ud558\ub294 \ubc1c\uc5b8\uc73c\ub85c, \ud68c\uc0ac\ub294 \uacc4\uc57d \uc774\ud589 \ubc0f \uc77c\uc815 \uad00\ub9ac\ub97c \ubb38\uc81c \uc0bc\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc785\uc7a5\uc744 \ud45c\uba85\ud588\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5\uc758 \ubd88\uc548 \uc2ec\ub9ac\ub294 \uc989\uac01 \ud574\uc18c\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>\ud68c\uc0ac\ucc44 \uc2a4\ud504\ub808\ub4dc\ub294 \ud68c\uc0ac\ucc44 \uc218\uc775\ub960\uacfc \ub3d9\uc77c \ub9cc\uae30 \uad6d\ucc44 \uc218\uc775\ub960\uc758 \ucc28\uc774\ub85c, \uae30\uc5c5 \uc2e0\uc6a9\uc704\ud5d8\uacfc \uc720\ub3d9\uc131 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc18\uc601\ud55c\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124 \uc77c\uc815\uc740 \uc124\uacc4\u00b7\ud5c8\uac00\u00b7\uc804\ub825 \uc99d\uc124\u00b7\uc7a5\ube44 \uc124\uce58 \ub4f1 \uc5ec\ub7ec \ub2e8\uacc4\ub85c \uad6c\uc131\ub418\uba70 \uc5b4\ub290 \ud55c \ub2e8\uacc4\uc758 \uc9c0\uc5f0\uc774 \uc804\uccb4 \ucc29\uc218 \uc2dc\uc810\uc744 \ub4a4\ub85c \ubbf8\ub8f0 \uc218 \uc788\ub2e4. \ub9de\ucda4\ud615 AI \uce69\uc740 \ucd08\uae30 \ud22c\uc790\ube44\uac00 \ub192\uace0, \uc591\uc0b0 \uc804 \uac80\uc99d \uae30\uac04\uc774 \ud544\uc694\ud574 \uc218\uc775\uc131 \uac1c\uc120\uc5d0 \uc2dc\ucc28\uac00 \ubc1c\uc0dd\ud55c\ub2e4. \ubcf8 \uae30\uc0ac\uc5d0\uc11c \uc0ac\uc6a9\ud55c \uc8fc\uac00 \ubcc0\ub3d9\u00b7\ucc44\uad8c \uc2a4\ud504\ub808\ub4dc \uc218\uce58\ub294 \uc2dc\uc7a5 \ub370\uc774\ud130\uc640 \uae30\uc5c5 \uacf5\uc2dc\ub97c \uc885\ud569\ud574 \uc791\uc131\ud588\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84 (Unconfirmed)<\/h2>\n<ul>\n<li>\uc624\ud508AI\uc758 \ud5a5\ud6c4 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc9d1\ud589 \uc2dc\uc810\uacfc \uc815\ud655\ud55c \uaddc\ubaa8\ub294 \uacf5\uc2dd\uc801\uc73c\ub85c \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\uc77c\ubd80 \ud2b9\uc815 \ub370\uc774\ud130\uc13c\ud130 \ud504\ub85c\uc81d\ud2b8\uc758 \uc2e4\uc81c \uc9c0\uc5f0 \uc5ec\ubd80 \ubc0f \uc9c0\uc5f0 \uc6d0\uc778\uc740 \uac1c\ubcc4 \uacc4\uc57d\uc11c\u00b7\ud604\uc7a5 \uacf5\uc0ac \uc77c\uc815 \ud655\uc778 \uc804\uae4c\uc9c0 \ubd88\ud655\uc2e4\ud558\ub2e4.<\/li>\n<li>\ube0c\ub85c\ub4dc\ucef4 \ub9de\ucda4\ud615 AI \uce69\uc758 \uc7a5\uae30 \uc218\uc775\uc131\uc5d0 \ub300\ud55c \uad6c\uccb4\uc801 \uc218\uce58(\ub9c8\uc9c4\u00b7\uacc4\uc57d \uaddc\ubaa8)\ub294 \ud68c\uc0ac\uc758 \ucd94\uac00 \uacf5\uc2dc \uc804\uae4c\uc9c0 \ucd94\uc815 \ubc94\uc704\uc5d0 \uba38\ubb38\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc774\ubc88 \ubcc0\ub3d9\uc131\uc740 AI \uad00\ub828 \uc778\ud504\ub77c \ud22c\uc790\uac00 \uae30\ub300\uc5d0 \uc120\ud589\ud574 \uac00\uce58\uac00 \ubc18\uc601\ub418\ub358 \uacfc\uc815\uc5d0\uc11c \ud604\uc2e4\uc801 \uc77c\uc815\uacfc \ube44\uc6a9 \uc774\uc288\uac00 \ubd80\uac01\ub418\uba70 \ub098\ud0c0\ub09c \uc870\uc815\uc774\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\ud3c9\uac00\uc640 \ub9ac\uc2a4\ud06c \ud68c\ud53c \uc131\uaca9\uc758 \ub9e4\ub3c4\uc138\uac00 \uc774\uc5b4\uc9c8 \uc218 \uc788\uc73c\ub098, \uae30\uc220 \uc218\uc694 \uc790\uccb4\uc758 \uad6c\uc870\uc801 \uc131\uc7a5 \uac00\ub2a5\uc131\uc740 \uc5ec\uc804\ud788 \uc874\uc7ac\ud55c\ub2e4. \ud22c\uc790\uc790 \uad00\uc810\uc5d0\uc11c\ub294 \ub2e8\uae30 \ub274\uc2a4\uc5d0 \ub530\ub978 \ubcc0\ub3d9\uc131\uc5d0 \ub300\ube44\ud574 \uae30\uc5c5\ubcc4 \uacc4\uc57d \uac00\uc2dc\uc131, \uc790\ubcf8\uc9c0\ucd9c \uacc4\ud68d, \ucc44\uad8c \uc2a4\ud504\ub808\ub4dc\uc640 \uac19\uc740 \uc7ac\ubb34 \uc9c0\ud45c\ub97c \ud568\uaed8 \uc810\uac80\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uad00\uc804 \ud3ec\uc778\ud2b8\ub294 \uc624\ud508AI \ub4f1 \uc218\uc694\ucc98\uc758 \uc790\uae08 \uc9d1\ud589 \uc77c\uc815, \ub370\uc774\ud130\uc13c\ud130 \ucc29\uacf5\u00b7\uc644\ub8cc \uc18d\ub3c4, \uadf8\ub9ac\uace0 \ub9de\ucda4\ud615 AI \uce69\uc758 \uc218\uc775\uc131 \uac1c\uc120 \uc5ec\ubd80\ub2e4. \ud574\ub2f9 \uc9c0\ud45c\ub4e4\uc774 \uac1c\uc120\ub418\uba74 \ud604\uc7ac\uc758 \uac00\uaca9 \uc870\uc815\uc740 \ub9e4\uc218 \uae30\ud68c\ub85c \uc804\ud658\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\uace0, \ubc18\ub300\ub85c \ucd94\uac00 \uc9c0\uc5f0\uacfc \ube44\uc6a9 \ud655\ub300\ub85c \uc774\uc5b4\uc9c0\uba74 \uc139\ud130 \uc804\ubc18\uc758 \uc7ac\ud3c9\uac00\uac00 \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.g-enews.com\/article\/Global-Biz\/2025\/12\/2025121320534429719a1f309431_1\" target=\"_blank\" rel=\"noopener\">\uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9(\uc5b8\ub860)<\/a><\/li>\n<li><a href=\"https:\/\/www.wsj.com\/\" target=\"_blank\" rel=\"noopener\">The Wall Street Journal(\uc5b8\ub860, \uad00\ub828 \ubcf4\ub3c4 \uc778\uc6a9)<\/a><\/li>\n<li><a href=\"https:\/\/www.oracle.com\/\" target=\"_blank\" rel=\"noopener\">Oracle \uacf5\uc2dd \ud22c\uc790\uc790\uad00\uacc4\/\ubcf4\ub3c4\uc790\ub8cc(\uacf5\uc2dd \ubc1c\ud45c)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \ud604\uc9c0\uc2dc\uac01 12\uc77c \ubbf8\uad6d \ub274\uc695\uc99d\uad8c\uac70\ub798\uc18c\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790 \uc77c\uc815\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ubbf8\ub904\uc9c8 \uac00\ub2a5\uc131\uc774 \ubd80\uac01\ub418\uba70 \ub274\uc695\uc99d\uc2dc\uac00 \ud558\ub77d\ud588\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc740 \ud558\ub8e8 \uae30\uc900 11.4% \uae09\ub77d\ud588\uace0 \uc624\ub77c\ud074\uacfc \ucf54\uc5b4\uc704\ube0c \ub4f1 AI \uad00\ub828\uc8fc\uac00 \ub3d9\ubc18 \uc57d\uc138\ub97c \ubcf4\uc774\uba70 S&#038;P500\uacfc \ub098\uc2a4\ub2e5\uc774 1% \uc774\uc0c1 \ud558\ub77d\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\uc640 AMD\ub3c4 \uc8fc\uac04 \uae30\uc900 \uac01\uac01 4%\u00b73% \uc774\uc0c1 \ud558\ub77d\ud588\uace0, \uad00\ub828 \ud68c\uc0ac\ucc44 \uc2a4\ud504\ub808\ub4dc\ub3c4 \ud655\ub300\ub410\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc77c\ubd80 \uae30\uc5c5\uc758 \ub370\uc774\ud130\uc13c\ud130\u00b7\uc790\ubcf8\uc9c0\ucd9c \uc77c\uc815\uacfc \uc624\ud508AI\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc2dc\uc810\uc5d0 &#8230; <a title=\"AI \ud22c\uc790 \uc9c0\uc5f0 \uc6b0\ub824\uc5d0 \ub274\uc695\uc99d\uc2dc \ud754\ub4e4\u2026\ube0c\ub85c\ub4dc\ucef4\u00b7\uc624\ub77c\ud074 \uc8fc\uac00 \uae09\ub77d\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/ai-investment-delay-us-stocks\/\" aria-label=\"AI \ud22c\uc790 \uc9c0\uc5f0 \uc6b0\ub824\uc5d0 \ub274\uc695\uc99d\uc2dc \ud754\ub4e4\u2026\ube0c\ub85c\ub4dc\ucef4\u00b7\uc624\ub77c\ud074 \uc8fc\uac00 \uae09\ub77d\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":4499,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"AI \ud22c\uc790 \uc9c0\uc5f0 \uc6b0\ub824\ub85c \ub274\uc695\uc99d\uc2dc \uae09\ub77d \u2014 \uae00\ub85c\ubc8c\uc774\ucf54\ub178\ubbf9","rank_math_description":"AI \uc778\ud504\ub77c \ud22c\uc790 \uc77c\uc815 \uc9c0\uc5f0 \uc6b0\ub824\ub85c \ube0c\ub85c\ub4dc\ucef4(11.4%)\u00b7\uc624\ub77c\ud074(\uc8fc\uac04 \uc57d 13%) \ub4f1 \uc8fc\uac00 \uae09\ub77d, S&P500\u00b7\ub098\uc2a4\ub2e5 1%\ub300 \ud558\ub77d\uacfc \ud68c\uc0ac\ucc44 \uc2a4\ud504\ub808\ub4dc \ud655\ub300\uac00 \ub3d9\uc2dc\uc5d0 \ub098\ud0c0\ub0ac\ub2e4.","rank_math_focus_keyword":"AI \ud22c\uc790,\ube0c\ub85c\ub4dc\ucef4,\uc624\ub77c\ud074,\ub274\uc695\uc99d\uc2dc,\ub370\uc774\ud130\uc13c\ud130,\ud68c\uc0ac\ucc44","footnotes":""},"categories":[2],"tags":[],"class_list":["post-4506","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-stories"],"_links":{"self":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/4506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/comments?post=4506"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/4506\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/4499"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=4506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=4506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=4506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}