[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-jensen-huang-on-10-trillion-a-year-of-ai-spend-not-even-a-little-bit-surprised-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":346},{"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},141849,"젠슨 황, AI 분야 연간 10조 달러 지출에 대해: \"전혀 놀랍지 않다\"","2026-10-26T13:30:00","2026-10-23T20:16:22","\u003Cp>그리고 주가는 그가 틀렸다고 가정한 것처럼 책정되어 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>Nvidia CEO 젠슨 황은 AI 인프라 구축 및 교체에 연간 약 10조 달러가 투입될 수 있다고 놀라지 않겠다고 밝혔습니다. 그는 전 세계가 연간 약 1조 달러를 IT 구축에 지출해 왔다고 말하며, 이는 약 10배에 해당하는 규모입니다.\u003C\u002Fli>\n\n\n\n\u003Cli>기존 용량은 몇 년마다 교체되므로, Nvidia의 시장은 스스로 갱신되어 신규 건설이 둔화되더라도 성장 여지가 남아 있습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>분석가들은 Nvidia의 매출이 2026년 1월 종료 연도 2160억 달러에서 2029년 1월 종료 연도 9030억 달러로 증가할 것으로 예상하지만, 구축 비용 조달이 주요 위험 요인입니다.\u003C\u002Fli>\n\n\n\n\u003Cli>Nvidia는 선행 주가수익비율(P\u002FE) 18배에 거래되며, 이는 3년 만에 가장 낮은 수준에 근접하고 3년 평균 30배보다 훨씬 낮습니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">데이터센터 건설이 다시 가속화될 예정이며, \u003Cstrong>Nvidia (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> CEO 젠슨 황은 이를 뒷받침하는 지출이 훨씬 더 증가할 것이라고 생각합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SemiAnalysis는 이제 중국을 제외한 데이터센터 IT 용량의 연간 추가분이 내년에 올해 25기가와트에서 약 51기가와트로 두 배 이상 증가할 것으로 예상합니다. 9월에는 43기가와트를 예측했었습니다. (황은 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fjensen-huang-two-gigawatts-to-us-is-like-80-billion-43-new-gigawatts-coming-in-2027\">2기가와트마다 Nvidia에 약 800억 달러의 가치가 있다고 말한 바 있습니다\u003C\u002Fa>, 따라서 이는 엄청난 수의 칩을 의미합니다.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">최근 \u003Ca href=\"https:\u002F\u002Fpodcasters.spotify.com\u002Fpod\u002Fshow\u002Fbg2pod\u002Fepisodes\u002FJensen-Huang--Does-AI-Revenue-Justify-Capex--27-AI-Bottlenecks--Singularity--Open-vs-Closed--more-e3qhfl4\">BG2 팟캐스트\u003C\u002Fa> 에피소드에서 황은 훨씬 더 큰 그림을 제시했습니다:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"연간 용량 구축, 인프라 구축, 신규 및 기존 장비 교체를 합친 비용이 약 10조 달러 정도 된다고 말해도, 전혀 놀랍지 않습니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그는 전 세계의 연간 IT 구축 지출을 약 1조 달러로 추정하므로, 이는 10배에 해당하는 규모입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR는 Nvidia에 대해 62명의 분석가를 추적합니다. \"매수\" 의견을 내는 분석가는 몇 명일까요?\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nvidia에 대한 매수, 보유, 매도 등급의 전체 분석과 월스트리트의 매출 및 수익 추정치를 한 곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용하여 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Nvidia의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-refresh-is-the-point\" class=\"wp-block-heading\">교체가 핵심입니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">황의 주장은 이 시장이 결코 끝나지 않는다는 것입니다. 매년 더 많은 용량이 구축되고, 5년마다 정도로 기존 장비 일부가 감가상각되어 중단되고 교체됩니다. 그 위에, 그는 산업이 여전히 몇 조 달러 규모의 컴퓨팅 인프라를 구축해야 한다고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이것이 10조 달러 수치가 Nvidia 주주들에게 중요한 이유입니다. 데이터센터가 몇 년마다 새로운 칩이 필요하다면, Nvidia의 매출은 건설이 영원히 최고조를 유지하는 데 의존하지 않습니다. 신규 건설 둔화에도 교체 주기는 남아 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">규모 감을 위해, Morgan Stanley의 Nikolaj Lippmann은 해당 회사의 \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fthe-missing-piece-in-latin-americas-bull-case\u002Fid1466686717?i=1000796551703\">Thoughts on the Market 팟캐스트\u003C\u002Fa>에서 글로벌 프레임워크에 따르면 \"기업들이 글로벌 AI를 구축함에 따라 연간 자본 지출이 약 2.5조 달러에서 약 5-6조 달러로 증가할 수 있다\"고 말했습니다. 황의 수치는 이 범위의 상단보다도 훨씬 높습니다. (그의 수치는 교체 비용을 포함하며 특정 날짜가 명시되어 있지 않습니다.)\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-analysts-already-expect-a-lot\" class=\"wp-block-heading\">분석가들은 이미 많은 것을 기대하고 있습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">월스트리트는 Nvidia의 매출이 올해 회계연도에 거의 두 배로 증가하고 그 후 3년 동안 계속 상승할 것으로 예상합니다.\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_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA\" alt=\"TIKR의 Nvidia 매출, 실적 및 컨센서스 추정치 바 차트, 10억 달러, 2024-2029 회계연도 (1월 종료).\" class=\"wp-post-141849 wp-image-141845\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792505462\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792505462\u002Fimages\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029\u002F2026-10-20_i3922231684_NVDA_revenue_estimates_2024-2029.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): 매출, 실적 및 컨센서스 추정치, 10억 달러, 2024-2029 회계연도 (1월 종료) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">분석가들이 2030년 1월 종료 연도에 기대하는 1.1조 달러(이를 예측하는 분석가는 8명뿐임)조차도 황의 10조 달러의 약 9분의 1에 불과합니다. 그리고 SemiAnalysis의 2027년 더 높은 전망은 그들이 예측을 낮출 이유가 없음을 시사합니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-money-is-the-catch\" class=\"wp-block-heading\">자금이 걸림돌입니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이달 초, \u003Cstrong>Broadcom (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=25016048&tid=555183874\">AVGO\u003C\u002Fa>)\u003C\u002Fstrong> CEO Hock Tan은 Jim Cramer가 \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fmad-money-w-jim-cramer-10-19-26\u002Fid147247199?i=1000797167407\">Mad Money\u003C\u002Fa>에서 언급한 바와 같이, 칩 부족보다 AI 구축에 대한 자본이 더 큰 제약이 될 수 있다고 말했습니다. 데이터센터 자금 조달 방법에 대한 우려는 지난주 테크주 매각을 촉진하는 데 기여했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 Nvidia만큼 Broadcom에도 타격을 줍니다: 자금을 조달할 수 없는 고객은 칩을 구매할 수 없기 때문입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그러나 Nvidia 자체의 자금 조달은 문제가 아닙니다. 자유현금흐름은 2023년 1월 종료 연도 38억 달러에서 2026년 1월 종료 연도 967억 달러로 증가했습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA\" alt=\"TIKR의 Nvidia 자유현금흐름 바 차트, 10억 달러, 2022-2026 회계연도 (1월 종료).\" class=\"wp-post-141849 wp-image-141846\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792505453\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792505453\u002Fimages\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026\u002F2026-10-20_i3922231684_NVDA_fcf_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): 자유현금흐름, 10억 달러, 2022-2026 회계연도 (1월 종료) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 id=\"h-priced-for-a-lot-less\" class=\"wp-block-heading\">훨씬 낮은 가격에 거래 중\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그 모든 성장에도 불구하고, Nvidia는 선행 주가수익비율(P\u002FE) 18배에 거래되며, 이는 3년 범위의 최저점 근처입니다...\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_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA\" alt=\"TIKR의 Nvidia 선행 (NTM) P\u002FE 라인 차트, 지난 3년.\" class=\"wp-post-141849 wp-image-141847\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792505449\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792505449\u002Fimages\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y\u002F2026-10-20_i3922231684_NVDA_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Nvidia (NVDA): 선행 (NTM) P\u002FE, 지난 3년 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">...그리고 해당 기간 동안의 평균 30.3배는 물론 2024년 6월 최고점 46.7배보다 훨씬 낮습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 생각: 황이 10조 달러를 달성할 필요가 없어도 Nvidia는 저평가되어 보일 수 있습니다. 교체 주기가 그가 설명한 대로 작동한다면, 그 지출의 일부만으로도 분석가들이 이미 기대하는 성장을 뒷받침할 수 있습니다. 한편, 주가는 지난 3년 동안 대부분의 기간보다 훨씬 낮은 수준에서 거래되고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, 구축이 실제로 이루어져야 합니다. Altimeter Capital의 Brad Gerstner는 9월에 산업이 내년에 올해와 비슷한 속도인 약 25기가와트만 추가할 것이라고 추측했습니다. 신용이 계속 제한된다면, 그의 말이 맞을 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-nvidia-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 Nvidia 주식의 실제 가치는 얼마일까요?\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 Nvidia의 잠재적 가치를 확인할 수 있습니다. 월스트리트 컨센서스 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\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Nvidia 무료 가치 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 기사는 TIKR 또는 저희 콘텐츠 팀의 투자 또는 재정 조언 역할을 하거나 특정 주식을 매수 또는 매도하도록 권장하기 위한 것이 아님을 유의하시기 바랍니다. 저희는 TIKR Terminal의 투자 데이터와 분석가 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 주식에 어떠한 포지션도 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 행복한 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",944,"ko","\u002Fblog\u002Fjensen-huang-on-10-trillion-a-year-of-ai-spend-not-even-a-little-bit-surprised","jensen-huang-on-10-trillion-a-year-of-ai-spend-not-even-a-little-bit-surprised","images\u002FNvidia-Stock_144517e7a19\u002FNvidia-Stock_144517e7a19","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792786513\u002Fimages\u002FNvidia-Stock_144517e7a19\u002FNvidia-Stock_144517e7a19.png?_i=AA",{"altText":237,"imageCredit":238},"Jensen Huang on $10 Trillion a Year of AI Spend: “Not Even a Little Bit Surprised”","Proxima Studio and Arseniy45 from Getty Images 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},"And the stock is priced like he’s wrong",{"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},"Jensen Huang on $10 Trillion a Year of AI Spend: “Not Even a Little Bit Surprised”","And the stock is priced like he’s wrong","TIKR.com","예상 독서 시간","5 minutes",1200,630,[268,285,301,316,331],{"id":255,"title":269,"date":270,"excerpt":271,"wordCount":272,"uri":273,"slug":274,"cloudinaryAssetId":275,"featuredImageOriginalUrl":276,"featuredImageMetadata":277,"author":278,"categories":282,"relatedPosts":284},"Roku, 6개월 만에 38% 상승... Fox의 160달러 제안, DOJ(미 법무부) 심사에 직면","2026-10-26 13:30:00","Roku는 Fox의 160달러 제안가 대비 1% 이내에서 거래되며, 3분기 실적 발표 전 DOJ의 심사가 강화되고 있습니다.",873,"\u002Fblog\u002Froku-gains-38-in-six-months-as-foxs-160-offer-meets-doj-scrutiny","roku-gains-38-in-six-months-as-foxs-160-offer-meets-doj-scrutiny","images\u002FROKU-stock_145421eb7f8\u002FROKU-stock_145421eb7f8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793006105\u002Fimages\u002FROKU-stock_145421eb7f8\u002FROKU-stock_145421eb7f8.png?_i=AA",{"altText":269},{"name":279,"slug":280,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":281},"Rexielyn Diaz","rexietikr",[],[283],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":286,"date":287,"excerpt":288,"wordCount":289,"uri":290,"slug":291,"cloudinaryAssetId":292,"featuredImageOriginalUrl":293,"featuredImageMetadata":294,"author":295,"categories":298,"relatedPosts":300},"SK하이닉스, 키옥시아 지분 매각으로 120억 달러 특별배당 소식에 3% 상승","2026-10-26 13:22:50","아직 결정된 것은 없지만, 현금은 준비되어 있습니다",737,"\u002Fblog\u002Fsk-hynix-gains-3-on-reported-12-billion-special-dividend-from-kioxia-stake-sale","sk-hynix-gains-3-on-reported-12-billion-special-dividend-from-kioxia-stake-sale","images\u002FLMT-stock-Icons8-Photos-via-Canva\u002FLMT-stock-Icons8-Photos-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699230\u002Fimages\u002FLMT-stock-Icons8-Photos-via-Canva\u002FLMT-stock-Icons8-Photos-via-Canva.png?_i=AA",{"altText":286},{"name":246,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":297},"michaeldouglass",[],[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},"로블록스, 1년 만에 59% 하락… 3분기 가이던스로 18% 예약 매출 감소 전망","2026-10-26 13:20:00","Roblox은 목요일 발표 예정인 3분기 실적에서 첫 예약 매출 감소를 예상하며, 법적 위협과 AI 위협이 쌓여가고 있습니다.",891,"\u002Fblog\u002Froblox-sinks-59-in-a-year-as-q3-guidance-points-to-an-18-bookings-drop","roblox-sinks-59-in-a-year-as-q3-guidance-points-to-an-18-bookings-drop","images\u002FRBLX-stock_1454203e21c\u002FRBLX-stock_1454203e21c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793005916\u002Fimages\u002FRBLX-stock_1454203e21c\u002FRBLX-stock_1454203e21c.png?_i=AA",{"altText":302},{"name":279,"slug":280,"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":328,"relatedPosts":330},"XP 하락 52%, 스톤코 39% 급락... 룰라 당선에 볼소나루 \"인정 불가능\" 발언","2026-10-26 13:18:51","볼소나루 트레이드의 종말",714,"\u002Fblog\u002Fxp-sinks-52-stoneco-down-39-on-lulas-upset-win-as-bolsonaro-calls-result-impossible-to-recognize","xp-sinks-52-stoneco-down-39-on-lulas-upset-win-as-bolsonaro-calls-result-impossible-to-recognize","images\u002Fshocked-man-falling-red-bars\u002Fshocked-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793019438\u002Fimages\u002Fshocked-man-falling-red-bars\u002Fshocked-man-falling-red-bars.png?_i=AA",{"altText":317},{"name":246,"slug":296,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":327},[],[329],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":343,"relatedPosts":345},"DraftKings 올해 41% 하락하며 예측 시장 지출로 EBITDA 62% 감소","2026-10-26 13:10:00","DraftKings가 11월 5일 실적 발표를 앞두고 예측 시장 지출로 인한 이익 압박 속에서 52주 최저가 근처에서 거래되고 있습니다.",902,"\u002Fblog\u002Fdraftkings-slides-41-this-year-as-prediction-market-spending-cuts-ebitda-62","draftkings-slides-41-this-year-as-prediction-market-spending-cuts-ebitda-62","images\u002FDKNG-stock_145419cd149\u002FDKNG-stock_145419cd149","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793005765\u002Fimages\u002FDKNG-stock_145419cd149\u002FDKNG-stock_145419cd149.png?_i=AA",{"altText":332},{"name":279,"slug":280,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":342},[],[344],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[347,367,382,396,411,431,446,461,476],{"id":255,"title":348,"date":349,"excerpt":350,"wordCount":351,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":361,"relatedPosts":366},"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":348},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":360},"Aditya Raghunath","adityatikr",[],[362],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":368,"date":369,"excerpt":370,"wordCount":371,"uri":372,"slug":373,"cloudinaryAssetId":374,"featuredImageOriginalUrl":375,"featuredImageMetadata":376,"author":377,"categories":379,"relatedPosts":381},"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":368},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":378},[],[380],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":383,"date":369,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"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":383},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":392},[],[394],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"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":397},{"name":358,"slug":359,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":407},[],[409],{"name":363,"slug":364,"uri":365,"description":243,"postsCount":255},[],{"id":255,"title":412,"date":413,"excerpt":414,"wordCount":415,"uri":416,"slug":417,"cloudinaryAssetId":418,"featuredImageOriginalUrl":419,"featuredImageMetadata":420,"author":421,"categories":425,"relatedPosts":430},"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":412},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":424},"Wiltone Asuncion","wiltonetikr",[],[426],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":445},"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":432},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":442},[],[444],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[],{"id":255,"title":447,"date":448,"excerpt":449,"wordCount":450,"uri":451,"slug":452,"cloudinaryAssetId":453,"featuredImageOriginalUrl":454,"featuredImageMetadata":455,"author":456,"categories":458,"relatedPosts":460},"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":447},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":457},[],[459],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[],{"id":255,"title":462,"date":463,"excerpt":464,"wordCount":465,"uri":466,"slug":467,"cloudinaryAssetId":468,"featuredImageOriginalUrl":469,"featuredImageMetadata":470,"author":471,"categories":473,"relatedPosts":475},"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":462},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":472},[],[474],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[],{"id":255,"title":477,"date":478,"excerpt":479,"wordCount":480,"uri":481,"slug":482,"cloudinaryAssetId":483,"featuredImageOriginalUrl":484,"featuredImageMetadata":485,"author":486,"categories":488,"relatedPosts":490},"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":477},{"name":422,"slug":423,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":487},[],[489],{"name":427,"slug":428,"uri":429,"description":243,"postsCount":255},[]]