[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-musks-1-trillion-spacex-revenue-goal-they-had-better-get-going-says-jim-chanos-KO":150},{"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",[],{"post":151,"seo":186,"relatedPosts":194,"suggestedPosts":272},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},142520,"머스크의 1조 달러 스페이스X 수익 목표: \"서둘러야 할 것\"이라고 짐 차노스가 말하다","2026-10-26T15:36:21","\u003Cp>데이터 센터가 정말 많네요\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">주요 요점\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>일론 머스크는 이제 2027년 말까지 연간 반복 매출(ARR)이 5,000억 달러에서 1조 달러에 이를 것으로 예상하며, 이를 달성하려면 AI 산업이 한 번도 근접한 적 없는 컴퓨팅 투자 수익률이 필요합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>공매도 전문가 짐 차노스는 이 목표가 자본 지출(Capex) 1달러당 1~2달러의 매출을 의미하는 반면, 산업 평균은 약 0.3배라고 지적하며, 스페이스X의 3분기 AI 매출을 MW당 1,950만 달러로 추산했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>향후 몇 분기 동안 스페이스X의 AI 자본 지출과 MW당 매출을 주시해야 합니다: 3분기 AI 자본 지출은 160억 달러였으며, 차노스가 계획에 필요하다고 말하는 약 5,000억 달러에 비해 턱없이 부족합니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>스페이스X (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=7702894&tid=321424200\">SPCX\u003C\u002Fa>)\u003C\u002Fstrong>는 지난주 기록적인 실적을 발표한 후 조용하고 평범한 흐름을 보일 수도 있었습니다. 실적은 \u003Cstrong>엔비디아 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> 주가까지 끌어올릴 만큼 좋았습니다!\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하지만 일론 머스크가 판을 키워야 했습니다. 그는 스페이스X가 2027년 말까지 연간 반복 매출이 5,000억 달러에서 1조 달러 사이에 이를 것으로 예상하며, \u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2112666467712073815\">X에 게시했습니다\u003C\u002Fa>: \"말도 안 되는 소리처럼 들리겠지만, 2028년에 스페이스X 매출 1조 달러는 더 이상 불가능하지 않습니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">스페이스X는 3분기에 146억 달러의 매출을 기록했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">공매도 전문가 짐 차노스는 \u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2112653812733272449\">X에서 계산을 했습니다\u003C\u002Fa>. 그는 이 목표가 10GW의 새로운 용량을 위해 약 5,000억 달러의 자본 지출을 암시한다고 추산하며: \"이는 전체 산업이 현재 0.3배인 것에 비해 1-2배의 매출\u002F투자 비율입니다. 그들의 3분기 AI 자본 지출은 고작 160억 달러였습니다. 서둘러야 할 텐데…\"라고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">즉, 스페이스X는 자본 지출 1달러당 오늘날 산업 평균보다 3배에서 거의 7배에 달하는 매출을 올려야 합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">부담이 크네요.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR은 스페이스X에 대해 38명의 애널리스트를 추적합니다. 몇 명이 '매수'를 권하고 있을까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">스페이스X에 대한 매수, 보유, 매도 등급의 전체 분석과 월스트리트의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용해 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">스페이스X의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-returns-aren-t-there-yet\" class=\"wp-block-heading\">아직 수익률이 따라오지 않는다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">AI는 이제 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fspacex-q3-earnings-ai-now-brings-in-half-the-revenue-starlink-still-earns-most-of-the-profit\">스페이스X 매출의 약 절반을 차지합니다\u003C\u002Fa>. 초지능(이전 AI) 부문은 3분기에 75.6억 달러의 매출을 기록했으며, 이는 1년 전 대비 830% 증가한 수치로, 1.7GW의 설치된 컴퓨팅 용량에서 나왔습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이를 4배로 곱하면 차노스가 사용한 300억 달러의 AI 연간 반복 매출(ARR)이 나옵니다. \u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2112658009516032293\">후속 게시물에서\u003C\u002Fa> 그는 구글과 앤트로픽 거래가 있음에도 불구하고, 이로 인해 스페이스X가 오늘날 1-2배 비율에 \"아직 한참 모자란다\"고 말합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그는 또한 3분기의 연간화된 AI 매출을 MW당 1,950만 달러로 추산하며, \"\u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2112662408179130822\">분기 중에 회자되던 4,000만~5,000만 달러 수치와는 거리가 멉니다\u003C\u002Fa>.\"라고 말했습니다. 그의 해석에 따르면, 이는 산업 평균에 훨씬 더 가까운 수준입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">월스트리트는 머스크의 숫자 근처에도 모델링하지 않고 있습니다. 애널리스트들은 매출이 올해 459억 달러에서 2027년 1,320억 달러, 2028년 2,490억 달러로 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\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's revenue, actual and consensus estimates, $ billions, fiscal 2026–2028.\" class=\"wp-post-142520 wp-image-142518\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792591843\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792591843\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028\u002F2026-10-21_ieb8f8f957d_SPCX_revenue_estimates_2024-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">스페이스X (SPCX): 매출, 실적 및 합의 추정치, 10억 달러, 2026-2028 회계연도 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 이미 폭발적인 성장입니다. 머스크의 2028년 1조 달러 목표는 여전히 월스트리트 예상치의 4배이며, 3분기의 MW당 수치에는 그런 추정치를 그만큼 끌어올릴 만한 요소가 없습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-500-billion-is-a-lot-of-data-centers\" class=\"wp-block-heading\">5,000억 달러는 데이터 센터가 아주 많이 필요하다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">스페이스X의 자본 지출은 빠르게 증가해 왔으며, 2024년 112억 달러에서 2025년 209억 달러로…\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's capital expenditures, $ billions, fiscal 2024–2025.\" class=\"wp-post-142520 wp-image-142519\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792591834\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792591834\u002Fimages\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025\u002F2026-10-21_ieb8f8f957d_SPCX_capex_2024-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">스페이스X (SPCX): 자본 지출, 10억 달러, 2024-2025 회계연도 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">…그리고 3분기만 196억 달러로 2025년 전체와 거의 맞먹습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그럼에도 불구하고, 5,000억 달러는 스페이스X가 작년에 지출한 금액의 20배가 넘습니다. 2027년 말까지 5분기가 남아 있으므로, 그때까지 전액을 지출한다면 분기당 약 1,000억 달러, 즉 3분기 AI 자본 지출 160억 달러의 6배 이상이 됩니다. (이는 전체 구축이 그때까지 완료된다는 가정 하에 해당합니다.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">스페이스X는 분기 말에 900억 달러의 현금 및 유가증금을 보유하고 있었습니다. 이는 확실한 완충재이지만, 필요한 금액의 5분의 1도 채 되지 않습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-new-deals-have-to-do-the-heavy-lifting\" class=\"wp-block-heading\">새로운 거래가 중추적인 역할을 해야 한다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">차노스는 실적 발표 전에도 회의적이었습니다. 그는 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fspacex-the-largest-global-neocloud-per-jim-chanos-as-we-gear-up-for-earnings-tomorrow\">스페이스X를 \"세계 최대의 네오클라우드\"라고 부르며\u003C\u002Fa> 의심을 표했습니다. 그리고 3분기의 MW당 매출은 구글과 앤트로픽 거래를 위한 용량이 가동되면서 상승할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하지만 분기 중에 회자된 MW당 4,000만~5,000만 달러 수준에서도, 10GW의 새로운 용량은 연간 4,000억~5,000억 달러로 계산됩니다. 이는 머스크의 목표 범위의 최하단에만 도달하는 수준이며, 5000억 달러의 구축 비용과 3분기 MW당 매출의 두 배 이상이 필요합니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-rally-is-betting-on-a-leap\" class=\"wp-block-heading\">상승세는 도약을 기대하고 있다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">여기서는 차노스의 계산이 더 설득력 있습니다. 9% 급등은 산업계 누구도 달성하지 못한 컴퓨팅 투자 수익률을 반영한 것이며, 3분기 실적은 스페이스X가 아직 그 수준에 도달하지 못했음을 보여줍니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 생각: 스페이스X 주가의 상승 잠재력 중 상당 부분은 자사의 숫자로도 뒷받침되지 않는 목표에 의존하고 있으므로, 여기서 실망스러운 결과가 나오면 타격을 입을 수 있습니다. 스페이스X가 정말로 5,000억 달러에 가까운 금액을 지출한다면, 컴퓨팅 장비를 공급하는 공급업체들, 그중에서도 엔비디아가 더 믿을 만한 승자가 될 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, 이는 AI 실적의 한 분기일 뿐입니다. 향후 몇 차례 실적 발표를 통해 AI 자본 지출이 분기당 1,000억 달러로 향하는지, 그리고 MW당 매출이 강세론자들이 이야기하던 수치로 상승하는지 여부가 드러날 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-spacex-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 스페이스X 주식의 실제 가치는 얼마일까?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR을 사용하면 1분 안에 어떤 주식의 미래 가격도 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 스페이스X의 잠재적 가치를 확인할 수 있습니다. 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\">스페이스X 가치 평가하기 (무료)\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 TIKR이나 저희 콘텐츠 팀의 투자 또는 재정 조언으로 의도된 것이 아니며, 특정 주식을 매수하거나 매도하라는 권고도 아님을 유의해 주십시오. 저희는 TIKR 터미널의 투자 데이터와 애널리스트들의 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근의 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 주식에 어떠한 포지션도 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",1010,"ko","\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":164,"imageCredit":165},"Musk’s $1 Trillion SpaceX Revenue Goal: “They Had Better Get Going” says Jim Chanos","U.S. Air Force photo by Trevor Cokley and SUMALI IBNU CHAMID from Alemedia.id via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Michael Douglass","michaeldouglass","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":185,"opengraphDescription":185,"twitterTitle":164,"twitterDescription":185},"That’s a lot of data centers",{"title":187,"description":188,"twitterTitle":187,"twitterDescription":188,"author":167,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":190,"twitterData1":191,"ogTitle":187,"ogDescription":188,"ogUrl":159,"ogImage":162,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"Musk’s $1 Trillion SpaceX Revenue Goal: “They Had Better Get Going” says Jim Chanos","That’s a lot of data centers","TIKR.com","예상 독서 시간","5 minutes",1200,630,[195,210,227,242,257],{"id":182,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":207,"relatedPosts":209},"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":196},{"name":173,"slug":174,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":206},[],[208],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":224,"relatedPosts":226},"\"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":211},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":223},"Roxanna Maglangit","roxtikr",[],[225],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":228,"date":229,"excerpt":230,"wordCount":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":239,"relatedPosts":241},"알파벳의 웨이모가 \"루시드나 리비안을 인수할 것\"이라고 예측한 초기 우버 투자자","2026-10-26 15:23:00","Waymo의 자동차 문제는 이미 더 저렴한 해결책이 있을 수 있습니다",1080,"\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":228},{"name":221,"slug":222,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":238},[],[240],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":254,"relatedPosts":256},"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":243},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":253},[],[255],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":258,"date":259,"excerpt":260,"wordCount":261,"uri":262,"slug":263,"cloudinaryAssetId":264,"featuredImageOriginalUrl":265,"featuredImageMetadata":266,"author":267,"categories":269,"relatedPosts":271},"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":258},{"name":173,"slug":174,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":268},[],[270],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[273,293,308,322,337,357,372,387,402],{"id":182,"title":274,"date":275,"excerpt":276,"wordCount":277,"uri":278,"slug":279,"cloudinaryAssetId":280,"featuredImageOriginalUrl":281,"featuredImageMetadata":282,"author":283,"categories":287,"relatedPosts":292},"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":274},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":286},"Aditya Raghunath","adityatikr",[],[288],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":182,"title":294,"date":295,"excerpt":296,"wordCount":297,"uri":298,"slug":299,"cloudinaryAssetId":300,"featuredImageOriginalUrl":301,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"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":294},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":304},[],[306],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":309,"date":295,"excerpt":310,"wordCount":311,"uri":312,"slug":313,"cloudinaryAssetId":314,"featuredImageOriginalUrl":315,"featuredImageMetadata":316,"author":317,"categories":319,"relatedPosts":321},"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":309},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":318},[],[320],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":323,"date":324,"excerpt":325,"wordCount":326,"uri":327,"slug":328,"cloudinaryAssetId":329,"featuredImageOriginalUrl":330,"featuredImageMetadata":331,"author":332,"categories":334,"relatedPosts":336},"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":323},{"name":284,"slug":285,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":333},[],[335],{"name":289,"slug":290,"uri":291,"description":170,"postsCount":182},[],{"id":182,"title":338,"date":339,"excerpt":340,"wordCount":341,"uri":342,"slug":343,"cloudinaryAssetId":344,"featuredImageOriginalUrl":345,"featuredImageMetadata":346,"author":347,"categories":351,"relatedPosts":356},"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":338},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":350},"Wiltone Asuncion","wiltonetikr",[],[352],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":358,"date":359,"excerpt":360,"wordCount":361,"uri":362,"slug":363,"cloudinaryAssetId":364,"featuredImageOriginalUrl":365,"featuredImageMetadata":366,"author":367,"categories":369,"relatedPosts":371},"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":358},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":368},[],[370],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[],{"id":182,"title":373,"date":374,"excerpt":375,"wordCount":376,"uri":377,"slug":378,"cloudinaryAssetId":379,"featuredImageOriginalUrl":380,"featuredImageMetadata":381,"author":382,"categories":384,"relatedPosts":386},"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":373},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":383},[],[385],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[],{"id":182,"title":388,"date":389,"excerpt":390,"wordCount":391,"uri":392,"slug":393,"cloudinaryAssetId":394,"featuredImageOriginalUrl":395,"featuredImageMetadata":396,"author":397,"categories":399,"relatedPosts":401},"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":388},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":398},[],[400],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[],{"id":182,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":409,"featuredImageOriginalUrl":410,"featuredImageMetadata":411,"author":412,"categories":414,"relatedPosts":416},"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":403},{"name":348,"slug":349,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":413},[],[415],{"name":353,"slug":354,"uri":355,"description":170,"postsCount":182},[]]