[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-bill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product-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":256,"relatedPosts":263,"suggestedPosts":345},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":244,"categories":247,"relatedPosts":253,"seo":254},143216,"빌 게이츠: 메타의 뮤즈는 \"최초의 진정한 훌륭한 소비자용 AI 제품\"","2026-10-26T15:52:36","\u003Cp>높은 찬사, 그리고 이제 시계가 똑딱거리고 있습니다\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>빌 게이츠는 메타가 3분기 매출이 26% 증가한 646억 달러를 보고한 다음 날, 메타의 뮤즈 에이전트를 칭찬했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>뮤즈 활성 사용자의 4분의 1 이상이 이미 이를 통해 쇼핑을 하고 있으며, 이는 메타가 대부분의 사람들에게 무료인 제품에서 상거래 수수료를 벌어들일 수 있는 방법을 제공합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>경쟁사들은 빠르게 움직이고 있습니다. Anthropic의 Claude Duet가 이번 주 출시되었고 Alphabet의 에이전트도 예상되는 가운데, 메타의 올해 자본 지출 계획(1350억 달러~1450억 달러)은 3분기 자유 현금 흐름을 마이너스로 전환시켰습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>선행 주가수익비율(P\u002FE) 21배로, 5년 평균과 일치하는 수준에서 메타 주식은 뮤즈의 성공을 크게 반영하고 있지 않습니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>메타 플랫폼스(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20765463&tid=126910337\">META\u003C\u002Fa>)\u003C\u002Fstrong>는 수요일에 3분기 매출이 26% 증가한 646억 달러를 보고했습니다. 하루 뒤, 빌 게이츠는 그들의 새로운 AI 에이전트에 대해 대부분의 기업들이 액자에 넣어 걸어둘 만한 평가를 내렸습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"저는 뮤즈가 진정으로 훌륭한 첫 번째 소비자용 AI 제품이라고 생각합니다.\"라고 마이크로소프트 공동 창립자는 [Decoder](LINK NEEDED)에서 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그의 논리는 다음과 같습니다: 많은 사람들이 그들이 시도해본 것이 허구를 만들어내는 무료 챗봇과 AI 개요(\u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong>가 구글 검색 상단에 표시하는 AI 답변)뿐이었기 때문에 AI에 실망하고 있습니다. 그는 뮤즈가 실제로 일을 한다고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">지난달 출시된 제품으로는 나쁘지 않습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">더 어려운 부분은 지금부터 시작됩니다: 다른 모든 사람들이 이를 모방하기 전에 그 모든 사용을 수익으로 전환하는 것입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR는 메타 플랫폼스에 대해 63명의 애널리스트를 추적합니다. \"매수\"라고 말하는 사람은 몇 명일까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">메타 플랫폼스에 대한 매수, 보유, 매도 등급의 전체 분석과 월스트리트의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자들이 TIKR를 사용하여 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">메타 플랫폼스의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-people-are-already-shopping-with-muse\" class=\"wp-block-heading\">사람들은 이미 뮤즈로 쇼핑하고 있습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Finvestor.atmeta.com\u002Finvestor-news\u002Fpress-release-details\u002F2026\u002FMeta-Reports-Third-Quarter-2026-Results\u002Fdefault.aspx\">메타는 수요일에\u003C\u002Fa> 미국과 캐나다에서 1천만 명 이상의 사람들이 뮤즈를 설정했다고 밝혔습니다. 그리고 마크 저커버그는 실적 발표 컨퍼런스콜에서 쇼핑이 가장 큰 용도라고 말했습니다: 활성 사용자의 4분의 1 이상이 이를 통해 쇼핑하며, 평균 구매 금액은 200달러를 넘습니다. (여기에는 여행 예약도 포함됩니다. Evercore ISI의 Mark Mahaney가 [Prof G Markets](LINK NEEDED)에서 말했습니다.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">뮤즈는 대부분의 사람들에게 무료로 유지됩니다. 메타는 기업들에게 상거래 수수료, 즉 각 거래의 일부를 청구하고, 파워 유저들에게는 고급 모델에 대한 요금을 청구할 계획입니다. Mahaney는 그 거래 분할금에 대해 다른 단어를 사용합니다: \"광고.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 메타의 손바닥 위에서 노는 일입니다. 메타는 이미 사람들이 페이스북과 인스타그램에서 살 물건을 찾을 때 돈을 받고 있으며, 구매를 대신 해주는 에이전트는 메타를 결제 단계 자체에 위치시킵니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하지만 그 수수료는 의미가 있으려면 커야 합니다. 애널리스트들은 이미 메타의 매출이 2025년 2,010억 달러에서 2028년 3,690억 달러로 증가할 것으로 예상하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_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\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA\" alt=\"Bar chart from TIKR of Meta Platforms' revenue, actual and consensus estimates, $ billions, fiscal 2023–2028.\" class=\"wp-post-143216 wp-image-143211\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792678206\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_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\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_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\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_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\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_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\u002Fv1792678206\u002Fimages\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028\u002F2026-10-22_i73a6790d33_META_revenue_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">메타 플랫폼스 (META): 매출, 실적 및 합의 추정치, 10억 달러, 회계연도 2023–2028 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CFO Susan Li는 메타의 새로운 AI 사업이 2027년부터 수익을 더하기 시작할 수 있다고 말했으므로, 그 해가 뮤즈가 이러한 추정치를 더 높이기 시작할 수 있는 해입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-muse-isn-t-cheap-to-run\" class=\"wp-block-heading\">뮤즈 운영은 저렴하지 않습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">메타는 2026년 자본 지출이 1350억 달러에서 1450억 달러가 될 것으로 예상하며, 3분기 349억 달러의 지출로 분기 자유 현금 흐름이 마이너스 21억 2천만 달러로 전환되었습니다. 자본 지출은 사업이 가져오는 현금보다 훨씬 빠르게 성장해 왔습니다: 2021년 187억 달러에서 2025년 697억 달러로 증가한 반면, 영업활동 현금흐름은 577억 달러에서 1,160억 달러로 증가했습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_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\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Meta Platforms' cash from operations vs. capital expenditures, $ billions, fiscal 2021–2025.\" class=\"wp-post-143216 wp-image-143212\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792678204\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792678204\u002Fimages\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025\u002F2026-10-22_i73a6790d33_META_cfo_vs_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">메타 플랫폼스 (META): 영업활동 현금흐름 대 자본 지출, 10억 달러, 회계연도 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">올해의 자본 지출 가이던스는 지난해 메타의 영업활동이 가져온 모든 현금보다 많습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">메타는 뮤즈를 1년 이내에 10배 이상 더 비용 효율적으로 만들 것을 목표로 하고 있습니다. 그때까지는 광고 사업이 비용을 부담하며, 그것은 가능합니다: 3분기 광고당 평균 가격은 1년 전보다 14% 상승했습니다. 이것이 메타가 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmeta-releases-muse-spark-open-with-an-unlikely-assist-from-apple-why-it-can-afford-to-give-it-away\">AI의 많은 부분을 무료로 제공할 수 있는 이유 중 하나\u003C\u002Fa>입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-copycats-are-coming\" class=\"wp-block-heading\">모방자들이 다가오고 있습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palo Alto Networks CEO Nikesh Arora는 메타가 이 분야를 오랫동안 독점하지 않을 것이라고 예상합니다. 그가 \u003Ca href=\"https:\u002F\u002Fallinchamathjason.libsyn.com\u002Farvind-krishna-nikesh-arora-quantum-threat-open-vs-frontier-ai-ai-cyber-warfare-saas-collapse\">All-In\u003C\u002Fa>에서 말한 대로:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"다음 3개월 안에, 모든 Frontier Lab(선도 AI 연구소)들이 뮤즈 개념에 대해 전면적인 공세를 펼칠 것입니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Anthropic이 가장 먼저 나섰습니다. 그들은 방금 Claude Duet를 출시했는데, 이는 요청 없이도 쇼핑을 하고 이메일을 읽어주는 에이전트입니다. 이는 대기자 명단이 있는 연구 시범 서비스이며, 결국 Anthropic의 유료 Pro 및 Max 구독자에게 제공될 예정입니다. 무료 뮤즈와 메타 앱을 매일 사용하는 36억 4천만 명의 사람들에 비해 이는 느린 시작입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Alphabet이 더 강력한 경쟁자입니다. 이미 지메일과 구글 검색을 운영하고 있으며, Bank of America의 Justin Post는 이번 주 경쟁력 있는 에이전트와 더 광범위한 Gemini 4 출시가 주식의 촉매제가 될 수 있다고 썼습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-market-isn-t-paying-for-muse-yet\" class=\"wp-block-heading\">시장은 아직 뮤즈에 대한 대가를 지불하지 않고 있습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mahaney는 \"시장이 지난 실적 발표 때보다 40% 더 흥분하고 있다\"고 추정합니다. 주가수익비율(P\u002FE)로는 알 수 없을 것입니다: 메타는 선행 주가수익비율 21배에 거래되고 있으며, 이는 5년 평균과 일치하고 2025년 2월에 기록한 29배보다 훨씬 낮습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA\" alt=\"Line chart from TIKR of Meta Platforms' forward (NTM) P\u002FE, last 5 years.\" class=\"wp-post-143216 wp-image-143214\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792678195\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792678195\u002Fimages\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y\u002F2026-10-22_i73a6790d33_META_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">메타 플랫폼스 (META): 선행 (NTM) 주가수익비율(P\u002FE), 지난 5년 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">게이츠는 제품에 대해 옳습니다. 그리고 쇼핑 수치는 메타가 그에 대한 대가를 받을 수 있는 실질적인 방법을 제공합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 의견: 평소의 주가수익비율에서 메타 주식은 여기서 작동하기 위해 뮤즈가 성공할 필요가 없습니다. 그리고 만약 메타가 Alphabet의 에이전트가 도착하기 전에 그 쇼핑을 상거래 수수료로 전환한다면, 추가 상승 여력이 충분합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, 그 정도 규모의 자본 지출은 뮤즈가 실패할 여지를 거의 남기지 않으며, 다음 시험은 곧 다가옵니다: Alphabet은 다음 주에 실적을 발표할 예정이며, 투자자들은 뮤즈에 대한 그들의 답변을 경청할 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-meta-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 메타 주식의 실제 가치는 얼마일까요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR를 사용하면 1분도 안 되어 어떤 주식의 미래 가격도 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하고 메타가 얼마나 가치가 있을 수 있는지 확인하세요. 월스트리트 합의 추정치에서 시작하거나, 비즈니스에 대한 자신의 견해를 반영하도록 입력값을 조정하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">메타 가치 무료 평가하기\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 기사들은 TIKR나 저희 콘텐츠 팀의 투자 또는 재정 조언으로 의도된 것이 아니며, 특정 주식을 사거나 팔라는 권고도 아님을 유의해 주십시오. 저희는 TIKR Terminal의 투자 데이터와 애널리스트들의 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 주식들에 어떠한 포지션도 보유하고 있지 않습니다. 읽어주셔서 감사합니다. 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",1067,"ko","\u002Fblog\u002Fbill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product","bill-gates-metas-muse-is-the-first-truly-great-consumer-ai-product","images\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699318\u002Fimages\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva\u002FMETA-stock-Dean-Drobot-and-Nikada-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":236,"imageCredit":237},"Bill Gates: Meta’s Muse Is “the First Truly Great Consumer AI Product”","Dean Drobot and Nikada from Getty Images Signature via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Bobby Sankhagowit","bobby","author","",[],{"name":239,"slug":240,"role":245,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":246},"editor",[],[248],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":236,"metaDesc":255,"opengraphDescription":255,"twitterTitle":236,"twitterDescription":255},"High praise, and now the clock is ticking",{"title":257,"description":255,"twitterTitle":257,"twitterDescription":255,"author":239,"articlePublisher":258,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":259,"twitterData1":260,"ogTitle":257,"ogDescription":255,"ogUrl":231,"ogImage":234,"ogImageWidth":261,"ogImageHeight":262,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"Bill Gates: Meta’s Muse Is “the First Truly Great Consumer AI Product”","TIKR.com","예상 독서 시간","6 minutes",1200,630,[264,281,298,313,330],{"id":252,"title":265,"date":266,"excerpt":267,"wordCount":268,"uri":269,"slug":270,"cloudinaryAssetId":271,"featuredImageOriginalUrl":272,"featuredImageMetadata":273,"author":274,"categories":278,"relatedPosts":280},"Nvidia, '완전히 합법적인' 중국 루프홀을 통해 수십억 달러 가치를 창출할 수 있지만, (아마도) 그렇게 하지 않을 것입니다.","2026-10-26 15:50:14","칩을 더 잘 활용할 방법이 있습니다.",988,"\u002Fblog\u002Fnvidia-could-exploit-completely-legal-china-loophole-worth-billions-but-it-probably-wont","nvidia-could-exploit-completely-legal-china-loophole-worth-billions-but-it-probably-wont","images\u002Fdoubtful-man-with-glasses-in-hand-data-center\u002Fdoubtful-man-with-glasses-in-hand-data-center","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793027299\u002Fimages\u002Fdoubtful-man-with-glasses-in-hand-data-center\u002Fdoubtful-man-with-glasses-in-hand-data-center.png?_i=AA",{"altText":265},{"name":275,"slug":276,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":277},"Michael Douglass","michaeldouglass",[],[279],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":295,"relatedPosts":297},"Spotify는 AI에 대해 \"매우 방어 가능하다\"고 Jefferies가 평가. 10월 22일 보고서가 이를 입증해야 한다","2026-10-26 15:45:14","목요일에는 구독자 수뿐만 아니라 마진도 주목하세요",962,"\u002Fblog\u002Fspotify-is-highly-defensible-against-ai-says-jefferies-its-october-22-report-has-to-prove-it","spotify-is-highly-defensible-against-ai-says-jefferies-its-october-22-report-has-to-prove-it","images\u002FSpotify-Featured_127715445ec\u002FSpotify-Featured_127715445ec","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788012074\u002Fimages\u002FSpotify-Featured_127715445ec\u002FSpotify-Featured_127715445ec.png?_i=AA",{"altText":282},{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":294},"Roxanna Maglangit","roxtikr",[],[296],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":310,"relatedPosts":312},"머스크의 1조 달러 스페이스X 수익 목표: 짐 차노스 \"그들은 서둘러야 할 것\"","2026-10-26 15:36:21","많은 데이터 센터들이군요",1010,"\u002Fblog\u002Fmusks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","musks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792700556\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva-1.png?_i=AA",{"altText":299},{"name":275,"slug":276,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":309},[],[311],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":323,"categories":327,"relatedPosts":329},"Oklo 하락 후 반등, TD Cowen '보유'로 신규 커버리지 시작…\"투자할 '독특한' 방법\"","2026-10-26 15:32:23","또 다른 홀드, 그리고 주가 바로 근처에 있는 또 다른 목표가",726,"\u002Fblog\u002Foklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","oklo-sinks-then-rebounds-as-td-cowen-starts-coverage-at-hold-despite-a-unique-way-to-invest","images\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793025348\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart\u002Fgrim-older-man-in-a-dark-suit-falling-red-chart.png?_i=AA",{"altText":314},{"name":324,"slug":325,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":326},"David Hanson","davidtikr",[],[328],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"\"다음 조 달러 기업\": 마벨이 1년 만에 185% 급등. 지금 사기엔 너무 늦었나?","2026-10-26 15:31:03","9월보다 더 저렴해졌고, 추정치도 더 커졌습니다.",959,"\u002Fblog\u002Fnext-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","next-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","images\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699423\u002Fimages\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva.png?_i=AA",{"altText":331},{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":341},[],[343],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],[346,366,381,395,410,430,445,460,475],{"id":252,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"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":347},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":359},"Aditya Raghunath","adityatikr",[],[361],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":252,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"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":367},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},[],{"id":252,"title":382,"date":368,"excerpt":383,"wordCount":384,"uri":385,"slug":386,"cloudinaryAssetId":387,"featuredImageOriginalUrl":388,"featuredImageMetadata":389,"author":390,"categories":392,"relatedPosts":394},"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":382},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":391},[],[393],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},[],{"id":252,"title":396,"date":397,"excerpt":398,"wordCount":399,"uri":400,"slug":401,"cloudinaryAssetId":402,"featuredImageOriginalUrl":403,"featuredImageMetadata":404,"author":405,"categories":407,"relatedPosts":409},"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":396},{"name":357,"slug":358,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":406},[],[408],{"name":362,"slug":363,"uri":364,"description":242,"postsCount":252},[],{"id":252,"title":411,"date":412,"excerpt":413,"wordCount":414,"uri":415,"slug":416,"cloudinaryAssetId":417,"featuredImageOriginalUrl":418,"featuredImageMetadata":419,"author":420,"categories":424,"relatedPosts":429},"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":411},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":423},"Wiltone Asuncion","wiltonetikr",[],[425],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":252,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":444},"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":431},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":441},[],[443],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[],{"id":252,"title":446,"date":447,"excerpt":448,"wordCount":449,"uri":450,"slug":451,"cloudinaryAssetId":452,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"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":446},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":456},[],[458],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[],{"id":252,"title":461,"date":462,"excerpt":463,"wordCount":464,"uri":465,"slug":466,"cloudinaryAssetId":467,"featuredImageOriginalUrl":468,"featuredImageMetadata":469,"author":470,"categories":472,"relatedPosts":474},"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":461},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":471},[],[473],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[],{"id":252,"title":476,"date":477,"excerpt":478,"wordCount":479,"uri":480,"slug":481,"cloudinaryAssetId":482,"featuredImageOriginalUrl":483,"featuredImageMetadata":484,"author":485,"categories":487,"relatedPosts":489},"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":476},{"name":421,"slug":422,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":486},[],[488],{"name":426,"slug":427,"uri":428,"description":242,"postsCount":252},[]]