[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-alphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor-KO":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":267,"suggestedPosts":348},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},141865,"Alphabet의 Waymo가 \"Lucid 또는 Rivian을 인수할 것\"이라고 초기 Uber 투자자가 예측","2026-10-26T15:23:00","2026-10-23T19:38:50","\u003Cp>웨이모의 자율주행차 문제, 더 저렴한 해결책이 이미 나왔을 수도\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">핵심 요약\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Waymo는 현재 약 4,000대인 차량 보유 대수를 2027년 말까지 20,000대로 늘릴 계획이라고 알려졌으며, 이 중 일부는 높은 관세를 부과받는 중국산 차량이다.\u003C\u002Fli>\n\n\n\n\u003Cli>Uber 초기 투자자 제이슨 칼라카니스는 Waymo가 미국산 차량을 확보하기 위해 Lucid나 Rivian을 인수할 것이라고 예측했지만, 인수는 가능성이 낮아 보인다.\u003C\u002Fli>\n\n\n\n\u003Cli>Alphabet은 두 회사 중 어느 곳이든 쉽게 인수할 수 있는 자금력을 갖추고 있지만, Lucid는 2025년에 38억 달러의 자유 현금 흐름을 소진했으며 두 자동차 제조사 모두 이미 Uber의 로보택시 계획에 차량을 공급하기로 약속한 상태다.\u003C\u002Fli>\n\n\n\n\u003Cli>Waymo용 현대자동차의 조지아주 생산 IONIQ 5 로보택시는 4분기에 첫 인도를 시작할 예정이므로, 이 인도 물량과 Waymo가 연말까지 8,000대 목표를 달성하는지 주목해야 한다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong>은 더 많은 로보택시를 빠르게 도로에 투입하고 싶어한다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Waymo는 현재 약 4,000대의 차량을 보유하고 있다. Semafor은 월요일 보도에서 관계자를 인용해 Waymo가 올해 말까지 8,000대, 내년 말까지 20,000대에 도달할 계획이라고 전했다. 이는 약 1년 남짓한 기간 동안 현재 보유 대수의 5배로 늘리는 것이다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이 차량 중 일부는 중국에서 온다. 뉴욕 포스트는 Waymo가 미국 내 차량으로 수천 대의 중국산 차량을 주문했다고 보도했으며, 이는 의회에서 보안 우려를 불러일으켰다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">초기 \u003Cstrong>Uber (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=144524848&tid=610379350\">UBER\u003C\u002Fa>)\u003C\u002Fstrong> 투자자 제이슨 칼라카니스는 \u003Ca href=\"https:\u002F\u002Fx.com\u002FJason\u002Fstatus\u002F2112251918923837602\">X에서 단호하게 말했다\u003C\u002Fa>:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"현재 기술적으로는 불법은 아니지만, Waymo는 이 차량들에 대해 100% 이상의 관세를 지불해야 한다… 하지만 비용 효율적이지 않고 이미지도 매우 나쁘기 때문에 분명히 폐기해야 할 문제다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AI 연구원 요샤 바흐는 \u003Ca href=\"https:\u002F\u002Fx.com\u002FPlinz\u002Fstatus\u002F2112252845328363834\">답변\u003C\u002Fa>으로 Waymo가 이미 자체 미국 공장에서 이 차량들에 자율주행 기술을 탑재하고 있다고 말했다. 그의 견해로는 어려운 부분은 차량 자체와 \u003Cstrong>Tesla (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=27444752&tid=108803915\">TSLA\u003C\u002Fa>)\u003C\u002Fstrong>와의 비용 경쟁이다: \"Waymo는 미국에서 Tesla와 비용 경쟁력 있는 전기차 플랫폼을 만들 수 없다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">칼라카니스의 답변은? \u003Ca href=\"https:\u002F\u002Fx.com\u002FJason\u002Fstatus\u002F2112256068818805241\">\"그들은 Lucid나 Rivian을 살 것이다.\"\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">(참고로, 칼라카니스는 지난달 Lucid와 Rivian에 소규모 포지션을 샀다고 말했다. 그는 이를 \"아주 작은 베팅\"이라고 부르며 두 회사 모두 2년 내에 인수될 것으로 예상한다고 말했다.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR는 Alphabet에 대해 62명의 애널리스트를 추적한다. \"매수\" 의견을 내는 애널리스트는 몇 명일까?\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet의 매수, 보유, 매도 등급에 대한 전체 분석과 월스트리트의 매출 및 수익 추정치를 한 곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR를 사용하여 이와 같은 주식을 연구합니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Alphabet의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-car-is-the-bottleneck\" class=\"wp-block-heading\">차량이 병목 현상이다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">중국산 차량에 대한 시계는 이미 작동하고 있다. 미국 규정은 2027년식 차량부터 특정 중국산 소프트웨어와 중국이 통제하는 자동차 제조사의 판매를 제한한다. 특정 중국산 통신 하드웨어에 대한 제한은 2030년식부터 적용된다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Waymo는 차량에 기술을 탑재하는 작업은 처리할 수 있다. 애리조나주 메사에 있는 공장을 연간 수만 대 규모의 생산 능력으로 확장하고 있다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">따라서 Waymo는 다른 차량 공급원이 필요하며, 그것도 곧 필요하다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-alphabet-can-afford-either-one\" class=\"wp-block-heading\">Alphabet은 어느 쪽이든 인수할 수 있다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">돈이 문제는 아니다. Alphabet의 자본 지출은 2021년부터 2025년까지 거의 4배 증가하여 915억 달러에 달했다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Alphabet's capital expenditures, $ billions, fiscal 2021–2025.\" class=\"wp-post-141865 wp-image-141861\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506073\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506073\u002Fimages\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025\u002F2026-10-20_i50dfef3fdd_GOOG_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Alphabet (GOOG): 자본 지출, 10억 달러, 2021-2025 회계연도 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Rivian과 Lucid를 합친 가치도 그 금액의 3분의 1도 되지 않는다. 그리고 Waymo는 자체 자금도 보유하고 있다. 올해 160억 달러의 자본을 조달했고, 이번 달에는 Alphabet의 보증 없이 50억 달러를 차입했다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-rivian-is-the-one-that-makes-sense\" class=\"wp-block-heading\">Rivian이 합리적인 선택이다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">만약 Waymo가 인수를 추진한다면, \u003Cstrong>Rivian (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=144746614&tid=1672821289\">RIVN\u003C\u002Fa>)\u003C\u002Fstrong>이 인수할 가치가 더 높은 사업이다. 애널리스트들은 R2 생산이 확대되면서 2025년부터 2028년까지 매출이 거의 3배 증가할 것으로 예상한다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA\" alt=\"Bar chart from TIKR of Rivian's revenue, actual and consensus estimates, $ billions, fiscal 2023–2028.\" class=\"wp-post-141865 wp-image-141862\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506071\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506071\u002Fimages\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028\u002F2026-10-20_i50dfef3fdd_RIVN_revenue_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Rivian (RIVN): 매출, 실적 및 합의 추정치, 10억 달러, 2023-2028 회계연도 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Uber는 이미 Rivian과 10,000대의 자율주행 R2 SUV 공급 계약을 체결했다. 2028년에 샌프란시스코와 마이애미에서 서비스가 시작될 예정이며, Uber는 2030년부터 최대 40,000대의 추가 차량에 대한 옵션을 보유하고 있다. Uber는 또한 특정 자율주행 이정표를 달성할 경우 2031년까지 Rivian에 최대 12.5억 달러를 투자할 계획이다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Lucid (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=83747444&tid=1672696960\">LCID\u003C\u002Fa>)\u003C\u002Fstrong>도 유사한 Uber 계약을 체결했지만 훨씬 더 심각한 현금 문제를 안고 있다. Uber는 Nuro와 함께 개발 중인 로보택시 서비스를 위해 최소 35,000대의 Lucid 차량을 구매하기로 약속했으며, Lucid에 대한 투자 약정 총액은 5억 달러에 달한다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그러나 Lucid는 2021년 이후 매년 현금을 소진해 왔으며, 2025년에는 38억 달러를 소진했다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Lucid's free cash flow, $ billions, fiscal 2021–2025.\" class=\"wp-post-141865 wp-image-141863\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792506069\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792506069\u002Fimages\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025\u002F2026-10-20_i50dfef3fdd_LCID_fcf_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lucid (LCID): 자유 현금 흐름, 10억 달러, 2021-2025 회계연도 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">1년 동안 소진된 이 금액은 현재 Lucid의 전체 시가총액보다 많다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-hyundai-already-builds-waymo-a-us-car\" class=\"wp-block-heading\">현대자동차는 이미 Waymo용 미국산 차량을 생산한다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">게다가 Waymo는 미국산 차량을 확보하기 위해 자동차 제조사를 소유할 필요가 없다. \u003Cstrong>현대자동차\u003C\u002Fstrong> (005380)는 지난달 투자자들에게 Waymo용 IONIQ 5 로보택시 첫 인도가 4분기에 시작될 것이며, 조지아주 공장에서 조립될 것이라고 밝혔다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">대형 자동차 제조사로부터 차량을 구매하는 것은 자금을 소진하는 회사에 자금을 지원할 필요도 없고, Uber 계약을 해소할 필요도 없음을 의미한다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">현대자동차는 공급할 차량 대수를 밝힌 적이 없지만, Waymo는 20,000대에 도달하기 위해 하나 이상의 공급원을 원할 수 있다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-don-t-bet-on-a-buyout\" class=\"wp-block-heading\">인수에 베팅하지 마라\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그렇다면 Waymo가 Lucid나 Rivian을 인수할까? 기대하지 않는 것이 좋다. Waymo는 분명히 미국산 차량이 필요하고, Alphabet은 눈 하나 깜짝하지 않고 어느 회사든 인수할 수 있다. 하지만 현대자동차의 조지아 라인은 이미 더 저렴한 경로를 제공하며, 두 자동차 제조사 모두 Uber를 위해 생산에 바쁘다. 만약 거래가 실제로 발생한다면, 매출이 성장하고 R2가 출시될 예정인 Rivian이 될 것으로 예상한다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">내 견해: Waymo는 아마도 대규모 인수 없이도 차량 문제를 해결할 수 있을 것이다. Alphabet 주주들에게는 20,000대 차량 목표를 달성하는 것이 그 차량이 어느 공장에서 나왔는지보다 훨씬 더 중요하다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, 현대자동차의 이번 분기 첫 인도가 느리거나, Waymo의 차량 보유 대수가 연말까지 8,000대에 크게 미치지 못한다면 상황은 빠르게 변할 수 있다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-alphabet-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 Alphabet 주식의 실제 가치는 얼마일까?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR를 사용하면 1분 안에 모든 주식의 미래 가격을 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 Alphabet의 가치가 얼마나 될 수 있는지 확인할 수 있습니다. 월스트리트 합의 추정치를 시작점으로 삼거나, 비즈니스에 대한 자신의 견해를 반영하여 입력값을 조정하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Alphabet 가치 평가 무료로 시작하기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR나 저희 콘텐츠 팀의 투자 또는 재정 조언이 아니며, 어떠한 주식을 사거나 팔라는 권고도 아님을 유의해 주십시오. 저희는 TIKR Terminal의 투자 데이터와 애널리스트 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR는 언급된 주식에 어떠한 포지션도 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 행운을 빕니다!\u003C\u002Fem>\u003C\u002Fp>",1080,"ko","\u002Fblog\u002Falphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","alphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","images\u002FGoogle\u002FGoogle","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792784273\u002Fimages\u002FGoogle\u002FGoogle.png?_i=AA",{"altText":237,"imageCredit":238},"Alphabet’s Waymo Will “Buy Lucid or Rivian,” Predicts Early Uber Investor","Luca Sammarco from Pexels via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Roxanna Maglangit","roxtikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"Michael Douglass","MichaelDouglass","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Waymo’s car problem may already have a cheaper fix",{"title":260,"description":261,"twitterTitle":260,"twitterDescription":261,"author":240,"articlePublisher":262,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":263,"twitterData1":264,"ogTitle":260,"ogDescription":261,"ogUrl":232,"ogImage":235,"ogImageWidth":265,"ogImageHeight":266,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"Alphabet’s Waymo Will “Buy Lucid or Rivian,” Predicts Early Uber Investor","Waymo’s car problem may already have a cheaper fix","TIKR.com","예상 독서 시간","6 minutes",1200,630,[268,284,301,316,333],{"id":255,"title":269,"date":270,"excerpt":271,"wordCount":272,"uri":273,"slug":274,"cloudinaryAssetId":275,"featuredImageOriginalUrl":276,"featuredImageMetadata":277,"author":278,"categories":281,"relatedPosts":283},"Borr Drilling, 8% 하락... 가봉 앞바다서 'Punch Through Event'로 Prospector 5 시추선 침몰","2026-10-26 15:19:38","여기서는 사람이 먼저이고, 그 다음에 주주들을 위한 큰 보험 문제가 있습니다.",709,"\u002Fblog\u002Fborr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","borr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","images\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024270\u002Fimages\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart.png?_i=AA",{"altText":269},{"name":246,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":280},"michaeldouglass",[],[282],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":285,"date":286,"excerpt":287,"wordCount":288,"uri":289,"slug":290,"cloudinaryAssetId":291,"featuredImageOriginalUrl":292,"featuredImageMetadata":293,"author":294,"categories":298,"relatedPosts":300},"전략이 2% 하락하며 \"리스크 오프\" 암호화폐 하락 속에서 비트코인 매수 중단","2026-10-26 15:16:40","비트코인 기계는 당분간 역주행 중입니다.",724,"\u002Fblog\u002Fstrategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","strategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","images\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026166\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city.png?_i=AA",{"altText":285},{"name":295,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":297},"David Hanson","davidtikr",[],[299],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":302,"date":303,"excerpt":304,"wordCount":305,"uri":306,"slug":307,"cloudinaryAssetId":308,"featuredImageOriginalUrl":309,"featuredImageMetadata":310,"author":311,"categories":313,"relatedPosts":315},"AST SpaceMobile 주가 3% 하락, Viasat가 FCC에 \"결함이 심각한\" 해외 주파수 대역 신청 거절 촉구","2026-10-26 15:00:00","스펙트럼 분쟁은 어쩔 수 없는 일입니다",730,"\u002Fblog\u002Fast-spacemobile-sinks-3-as-viasat-urges-fcc-to-reject-its-fatally-flawed-overseas-spectrum-bid","ast-spacemobile-sinks-3-as-viasat-urges-fcc-to-reject-its-fatally-flawed-overseas-spectrum-bid","images\u002FAST-SpaceMobile-1\u002FAST-SpaceMobile-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792788877\u002Fimages\u002FAST-SpaceMobile-1\u002FAST-SpaceMobile-1.png?_i=AA",{"altText":302},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":312},[],[314],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":317,"date":318,"excerpt":319,"wordCount":320,"uri":321,"slug":322,"cloudinaryAssetId":323,"featuredImageOriginalUrl":324,"featuredImageMetadata":325,"author":326,"categories":330,"relatedPosts":332},"Dell, 한 달 만에 18.5% 하락하며 Barclays의 등급 하락 직면: 아직 \"의미 있는 AI 변곡점\" 없어","2026-10-26 14:50:00","공정한 질문이고, 더 저렴한 주식입니다",704,"\u002Fblog\u002Fdell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","dell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","images\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794883\u002Fimages\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens.png?_i=AA",{"altText":317},{"name":327,"slug":328,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":329},"Rexielyn Diaz","rexietikr",[],[331],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":334,"date":335,"excerpt":336,"wordCount":337,"uri":338,"slug":339,"cloudinaryAssetId":340,"featuredImageOriginalUrl":341,"featuredImageMetadata":342,"author":343,"categories":345,"relatedPosts":347},"마이크론 상승, 미국은행 임원 회담 후 메모리 반도체에 \"점진적으로 더 긍정적\" 전망","2026-10-26 14:45:04","그리고 이를 뒷받침하는 계약은 이제 2031년까지 확장되었습니다.",721,"\u002Fblog\u002Fmicron-rises-as-bank-of-america-gets-incrementally-more-positive-on-memory-after-executive-meetings","micron-rises-as-bank-of-america-gets-incrementally-more-positive-on-memory-after-executive-meetings","images\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792701086\u002Fimages\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8\u002FFIGS-stock-Minerva-Studio-via-Canva_143986501d8.png?_i=AA",{"altText":334},{"name":246,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":344},[],[346],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[349,369,384,398,413,433,448,463,478],{"id":255,"title":350,"date":351,"excerpt":352,"wordCount":353,"uri":354,"slug":355,"cloudinaryAssetId":356,"featuredImageOriginalUrl":357,"featuredImageMetadata":358,"author":359,"categories":363,"relatedPosts":368},"지난 12개월 동안 13% 상승한 아리스타 네트워크스 주식, 2026년 더 나은 수익률을 제공할 수 있을까?","2026-10-26 12:57:00","아리스타 주식은 1년 만에 10% 상승했습니다. TIKR의 밸류에이션 모델이 2028년 12월까지 $275의 목표가를 제시하며 ANET의 상승 잠재력에 대해 말해주는 것을 확인하세요.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":350},{"name":360,"slug":361,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":362},"Aditya Raghunath","adityatikr",[],[364],{"name":365,"slug":366,"uri":367,"description":243,"postsCount":255},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":370,"date":371,"excerpt":372,"wordCount":373,"uri":374,"slug":375,"cloudinaryAssetId":376,"featuredImageOriginalUrl":377,"featuredImageMetadata":378,"author":379,"categories":381,"relatedPosts":383},"지난 12개월 동안 48% 하락한 SoFi 주식, 2026년에는 더 나은 성과를 보일 수 있을까?","2026-10-26 12:45:00","SoFi 주식은 1년 만에 51% 하락했습니다. TIKR의 밸류에이션 모델이 SOFI의 상승 가능성에 대해 2028년 12월까지 22달러의 목표 주가를 제시하는 내용을 확인해 보세요.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":370},{"name":360,"slug":361,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":380},[],[382],{"name":365,"slug":366,"uri":367,"description":243,"postsCount":255},[],{"id":255,"title":385,"date":371,"excerpt":386,"wordCount":387,"uri":388,"slug":389,"cloudinaryAssetId":390,"featuredImageOriginalUrl":391,"featuredImageMetadata":392,"author":393,"categories":395,"relatedPosts":397},"지난 12개월 동안 9%만 상승한 팔란티어 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","Palantir 주가는 1년 동안 고작 4% 상승했습니다. TIKR의 밸류에이션 모델이 PLTR의 상승 여력에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 목표가는 529달러입니다.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":385},{"name":360,"slug":361,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":394},[],[396],{"name":365,"slug":366,"uri":367,"description":243,"postsCount":255},[],{"id":255,"title":399,"date":400,"excerpt":401,"wordCount":402,"uri":403,"slug":404,"cloudinaryAssetId":405,"featuredImageOriginalUrl":406,"featuredImageMetadata":407,"author":408,"categories":410,"relatedPosts":412},"지난 12개월 동안 56% 하락한 AppLovin 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","2026-10-26 12:33:00","AppLovin 주가는 1년 만에 60% 하락했습니다. TIKR의 밸류에이션 모델이 APP의 상승 가능성에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 $366의 목표가를 제시합니다.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":399},{"name":360,"slug":361,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":409},[],[411],{"name":365,"slug":366,"uri":367,"description":243,"postsCount":255},[],{"id":255,"title":414,"date":415,"excerpt":416,"wordCount":417,"uri":418,"slug":419,"cloudinaryAssetId":420,"featuredImageOriginalUrl":421,"featuredImageMetadata":422,"author":423,"categories":427,"relatedPosts":432},"엑슨모빌 주가, 브렌트유 116달러 돌파하며 사상 최고 종가 기록. 2030년까지 주가 전망은?","2026-10-26 07:55:00","엑슨모빌은 10월 23일 브렌트유가 116달러를 넘어서면서 사상 최고치인 183.21달러에 마감했으며, 현재는 애널리스트들의 평균 목표가를 상회하며 거래되고 있습니다. 회사의 최고재무책임자(CFO)는 파이오니어 인수로 인한 시너지 효과가 두 배로 증가했으며, 엑슨은 더 적은 시추정으로 페미안 지역의 회수율을 두 배로 높이는 것을 목표로 하고 있다고 밝혔습니다. 이는 회사가 통제할 수 있는 비용 레버리지입니다.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":414},{"name":424,"slug":425,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":426},"Wiltone Asuncion","wiltonetikr",[],[428],{"name":429,"slug":430,"uri":431,"description":243,"postsCount":255},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":434,"date":435,"excerpt":436,"wordCount":437,"uri":438,"slug":439,"cloudinaryAssetId":440,"featuredImageOriginalUrl":441,"featuredImageMetadata":442,"author":443,"categories":445,"relatedPosts":447},"Rivian이 AI 시뮬레이션 스타트업을 인수한 다음날 52주 신저가를 기록했습니다. 10월 29일이 보여주는 것은 다음과 같습니다.","2026-10-26 07:50:00","Rivian은 AI 시뮬레이션 스타트업을 인수한 다음 날 52주 신저가를 기록하며, 몇 주 전부터 시작된 19% 하락세를 이어갔습니다. 10월 29일 발표된 보고서는 이제 자율주행 기술에 대한 지출을 비용 구조가 감당할 수 있는지를 보여줘야 합니다.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":434},{"name":424,"slug":425,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":444},[],[446],{"name":429,"slug":430,"uri":431,"description":243,"postsCount":255},[],{"id":255,"title":449,"date":450,"excerpt":451,"wordCount":452,"uri":453,"slug":454,"cloudinaryAssetId":455,"featuredImageOriginalUrl":456,"featuredImageMetadata":457,"author":458,"categories":460,"relatedPosts":462},"로빈후드 주가, 3분기 실적 발표 전 10월에 15% 하락. 2030년까지 어디로 갈 수 있을지 살펴보기","2026-10-26 07:45:00","Robinhood는 10월 27일 실적 발표를 앞두고 Coinbase와 보조를 맞춰 두 세션 동안 6.73% 하락했습니다. 10월 22일의 두 가지 소식은 그 암호화폐 매출 항목에 반영되지 않을 수 있는 암호화폐 관련 활동을 시사합니다: 비트코인 가격 계약과 Morpho의 주식 토큰에 대한 첫 대출 시장 개설입니다.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":449},{"name":424,"slug":425,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":459},[],[461],{"name":429,"slug":430,"uri":431,"description":243,"postsCount":255},[],{"id":255,"title":464,"date":465,"excerpt":466,"wordCount":467,"uri":468,"slug":469,"cloudinaryAssetId":470,"featuredImageOriginalUrl":471,"featuredImageMetadata":472,"author":473,"categories":475,"relatedPosts":477},"월마트 주가, 10월에 15% 상승했지만 이익 전망은 상향되지 않았다. 2031년까지 어디까지 갈 수 있을까","2026-10-26 07:40:00","월마트는 9월 30일부터 10월 23일까지 15.4% 상승했지만, 애널리스트들의 향후 12개월 주당순이익(EPS) 추정치는 주당 $3.00으로 유지됐다. 0%에서 3%의 EPS 성장을 예고한 11월 19일 실적 발표를 앞두고, 상승분의 거의 대부분은 더 높은 주가배수에서 비롯됐다.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":464},{"name":424,"slug":425,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":474},[],[476],{"name":429,"slug":430,"uri":431,"description":243,"postsCount":255},[],{"id":255,"title":479,"date":480,"excerpt":481,"wordCount":482,"uri":483,"slug":484,"cloudinaryAssetId":485,"featuredImageOriginalUrl":486,"featuredImageMetadata":487,"author":488,"categories":490,"relatedPosts":492},"애플이 엔비디아의 하락폭이 12%에 달하는 동안 잠시 엔비디아를 제쳤습니다. 2030년까지 애플 주식이 어디로 갈 수 있을지 살펴봅니다.","2026-10-26 07:35:00","Apple이 10월 23일 Nvidia를 잠시 제치고 사상 최고치인 351.73달러를 기록하며 세계에서 가장 가치 있는 기업이 되었습니다. Apple의 AI 전략은 자본 지출이 거의 필요하지 않지만, PER 38배 수준에서 11월 2일 발표될 마진 실적이 이 배수를 지지해야 합니다.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":479},{"name":424,"slug":425,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":489},[],[491],{"name":429,"slug":430,"uri":431,"description":243,"postsCount":255},[]]