[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-prediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit-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":264,"suggestedPosts":343},{"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},142549,"예측: 메타의 뮤즈가 소규모 사업주들을 \"완전히 압도할 것\"으로 보인다, 실적 발표 시점에","2026-10-26T14:11:02","\u003Cp>Muse의 최고 고객들은 이미 Meta에 지불하고 있을 수 있습니다\u003C\u002Fp>","\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>[이미지 출처: g-stockstudio from Getty Images Pro via Canva]\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">핵심 요약\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>메타는 오늘 장 마감 후 3분기 실적을 발표하며, 블룸버그 컨센서스에 따르면 분석가들은 633억 달러의 매출과 410억 달러의 자본 지출을 예상하고 있습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>뮤즈의 가장 자연스러운 고객층은 이미 페이스북과 인스타그램에서 광고를 하고 있는 소규모 기업들로, 메타는 구독료 대신 광고를 통해 뮤즈로 수익을 창출할 수 있습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>메타의 2025년 영업이익률은 41.4%였고 자본 지출은 697억 달러로 증가했으며, 광고 사업이 뮤즈가 성장하는 동안 그 비용을 지불할 수 있습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>오늘 밤 발표되는 수치에는 뮤즈로 인한 매출이 크게 반영되지 않을 가능성이 높으므로, 경영진이 광고주들에게 뮤즈를 어떻게 소개하는지에 주목하세요.\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 오늘 장 마감 후 실적을 발표하며, 주식에 남아있는 핵심 질문은 뮤즈가 메타의 증가하는 AI 비용을 감당하기 시작할 수 있는지 여부입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">뮤즈에 대한 관심 자체는 문제가 아닙니다. 센서타워에 따르면, 뮤즈는 9월 8일 출시 후 40일 만에 미국에서 1천만 다운로드를 달성했습니다. 이전에 그런 성과를 낸 앱은 11개밖에 없습니다. (가장 최근 사례는 2023년 7월 메타 자사의 스레드였습니다.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하지만 뮤즈가 어떻게 수익을 창출할지에 대해 내가 들은 가장 훌륭한 의견은 한 창업자로부터 나왔습니다. 이번 주 \u003Ca href=\"https:\u002F\u002Fshare.transistor.fm\u002Fs\u002F72dab365\">TBPN\u003C\u002Fa>에서, AI 동반자 앱 톨란을 만든 회사 포르톨라의 공동 창립자 겸 CEO 퀸텐 파머는 \"뮤즈는 페이스북에 있는 수백만 명의 소규모 사업자들을 상대로 압도적인 성과를 낼 것\"이라고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그는 직접 경험을 가지고 있습니다. 파머는 레스토랑을 공동 소유하고 있으며, 뮤즈를 통해 인스타그램에서 프로모션을 운영하고 고객과 대화하는 것이 \"우리 팀에게 매우 유용하다\"고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그는 소비자 측면에 대해서는 덜 확신합니다: \"제 어머니가 매일 하루 종일 뮤즈와 대화하고 싶어하실지는 모르겠습니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">저는 그가 두 가지 측면 모두 옳다고 생각합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR는 메타 플랫폼스에 대해 62명의 애널리스트를 추적합니다. 몇 명이 \"매수\" 의견일까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">메타 플랫폼스에 대한 매수, 보유, 매도 평가와 월가의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자들이 TIKR를 사용해 이와 같은 주식을 분석합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">메타 플랫폼스의 애널리스트 평가 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-meta-already-has-the-customers\" class=\"wp-block-heading\">메타는 이미 고객을 보유하고 있습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">뮤즈는 새로운 비즈니스 모델이 필요하지 않습니다. 소규모 기업들은 이미 사람들에게 도달하기 위해 메타에 비용을 지불하고 있기 때문입니다. 메타의 매출은 2023년 1,350억 달러에서 2025년 2,010억 달러로 성장했으며, 분석가들은 2027년까지 3,070억 달러에 이를 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_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592591\u002Fimages\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png?_i=AA\" alt=\"TIKR의 메타 플랫폼스 매출(실적 및 컨센서스 추정치) 막대 그래프, 단위: 10억 달러, 회계연도 2023–2027.\" class=\"wp-post-142549 wp-image-142546\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592591\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592591\u002Fimages\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592591\u002Fimages\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592591\u002Fimages\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592591\u002Fimages\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592591\u002Fimages\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027\u002F2026-10-21_i639f3bd60d_META_revenue_estimates_2023-2027.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">메타 플랫폼스 (META): 매출, 실적 및 컨센서스 추정치, 단위: 10억 달러, 회계연도 2023–2027 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">오늘 밤 발표될 분기만 놓고 보면, 블룸버그 컨센서스는 1년 전 512억 달러에서 633억 달러로 증가할 것으로 예상하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">따라서 뮤즈는 ChatGPT와의 구독료 경쟁에서 승리해야만 의미가 있는 것이 아닙니다. 명절 선주문 목록을 채우려는 베이커리, 싱크대 아래에서 인스타그램 메시지에 답할 수 없는 배관공, 1월 가입자를 유치하려는 체육관 주인을 상상해 보세요. 그들 각각은 그 일을 뮤즈에게 맡길 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">메타가 기업들에게 뮤즈 사용료를 어떻게 청구할지 아직 발표하지 않았기 때문에 이는 순전한 추측입니다. 하지만 비용을 청구할 명백한 지점은 메타가 항상 그래왔던 그 순간, 즉 그 베이커리가 프로모션에 돈을 투자하는 바로 그 순간입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그건 또 다른 월간 구독료보다 훨씬 쉽게 판매될 수 있지 않을까요?\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-ai-bill-keeps-climbing\" class=\"wp-block-heading\">AI 비용은 계속 증가하고 있습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, 이 모든 것은 값싸지 않습니다. 메타의 자본 지출은 2021년 187억 달러에서 2025년 697억 달러로 증가했으며, 지난해 한 해 동안만 거의 두 배로 늘었습니다.\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_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_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\u002Fv1792592589\u002Fimages\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025.png?_i=AA\" alt=\"TIKR의 메타 플랫폼스 자본 지출 막대 그래프, 단위: 10억 달러, 회계연도 2021–2025.\" class=\"wp-post-142549 wp-image-142547\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592589\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592589\u002Fimages\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592589\u002Fimages\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592589\u002Fimages\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592589\u002Fimages\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592589\u002Fimages\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025\u002F2026-10-21_i639f3bd60d_META_capex_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">메타 플랫폼스 (META): 자본 지출, 단위: 10억 달러, 회계연도 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그리고 분석가들은 3분기 한 분기만 410억 달러의 자본 지출을 예상하며, 이는 1년 전 대비 117% 증가한 수치입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하지만 지금까지는 광고 엔진이 그 비용을 충당해 왔습니다. 메타의 영업이익률은 2025년 41.4%로, 2024년의 42.2%에 근접하며 2022년의 28.8%보다 훨씬 높습니다.\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_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_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\u002Fv1792592587\u002Fimages\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025.png?_i=AA\" alt=\"TIKR의 메타 플랫폼스 영업이익률(%) 선 그래프, 회계연도 2021–2025.\" class=\"wp-post-142549 wp-image-142548\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592587\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592587\u002Fimages\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592587\u002Fimages\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592587\u002Fimages\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592587\u002Fimages\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592587\u002Fimages\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025\u002F2026-10-21_i639f3bd60d_META_operating_margin_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">메타 플랫폼스 (META): 영업이익률 (%), 회계연도 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이것이 메타가 자체적인 일정에 맞춰 뮤즈를 광고 도구에 통합할 여유가 있는 이유입니다. OpenAI와 달리, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fsuddenly-meta-is-in-second-place-in-ai-and-unlike-openai-it-doesnt-need-the-money\">메타는 그 돈이 필요하지 않습니다\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-stock-gave-back-its-muse-bump-fast\" class=\"wp-block-heading\">주식은 뮤즈 효과를 매우 빠르게 되돌려주었습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">투자자들은 인내심을 보이지 않았습니다. 리톨츠 웰스 매니지먼트의 CEO 조쉬 브라운은 이번 주 \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fdoubt-but-no-fear-spacex-reports-netflix-cleans-house\u002Fid1456467014?i=1000797335463\">The Compound and Friends\u003C\u002Fa>에서 \"메타가 뮤즈 효과를 매우 빠르게 잃어버린 것을 눈치채셨나요?\"라고 물었습니다. 그의 설명은 이탈률 때문이었습니다: \"이탈률이 좋지 않습니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">센서타워의 최신 수치는 더 낙관적입니다. 그들은 뮤즈의 일일 활성 사용자 수가 10월 16일 처음으로 250만 명에 도달했으며, 이는 일주일 전보다 15% 증가한 것이라고 밝혔습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그럼에도 오늘 밤 실적 보고서에는 뮤즈로 인한 매출이 거의 나타나지 않을 수 있습니다. 뮤즈의 수익이 반영되지 않은 분기는 주가가 정체 상태를 유지하게 할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-watch-what-meta-says-about-businesses\" class=\"wp-block-heading\">메타가 기업에 대해 무엇을 말하는지 주목하세요\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">저는 오늘 밤 뮤즈가 메타의 매출을 움직일 것이라고 기대하지 않습니다. 더 유용한 신호는 경영진이 뮤즈를 이미 광고를 구매하고 있는 기업들을 위한 도구로 언급하는지 여부입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 생각: 파머는 뮤즈의 진정한 시장을 발견했습니다. 수백만 명의 소규모 기업들이 마케팅 운영에 사용하는 소비자 에이전트는 메타가 이미 비용을 청구하는 방법을 알고 있는 제품이며, 이는 구독료 논쟁이 시사하는 것보다 훨씬 더 큰 상승 가능성입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, 뮤즈는 출시된 지 겨우 6주밖에 되지 않았으며, 메타는 기업들에게 어떻게, 심지어 과연 청구할 것인지조차 아직 발표하지 않았습니다.\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 1분 안에 모든 주식의 미래 가격을 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 메타의 잠재적 가치를 확인할 수 있습니다. 월가 컨센서스 추정치를 시작점으로 삼거나, 입력값을 조정하여 여러분 자신의 비즈니스 전망을 반영하세요. 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\">무료로 메타 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 TIKR나 저희 콘텐츠 팀의 투자 또는 재정 조언을 위한 것이 아니며, 특정 주식을 사거나 팔 것을 권장하는 것도 아님을 유의해 주시기 바랍니다. 저희는 TIKR 터미널의 투자 데이터와 애널리스트들의 추정치를 바탕으로 콘텐츠를 제작합니다. 저희 분석에는 최근의 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 어떠한 포지션도 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 즐거운 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",965,"ko","\u002Fblog\u002Fprediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit","prediction-metas-muse-is-just-gonna-crush-it-with-small-business-owners-as-earnings-hit","images\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699644\u002Fimages\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva\u002FMETA-stock-g-stockstudio-from-Getty-Images-Pro-via-Canva.png?_i=AA",{"altText":236,"imageCredit":237},"Prediction: Meta’s Muse Is “Just Gonna Crush It” With Small Business Owners as Earnings Hit","g-stockstudio from Getty Images Pro via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Roxanna Maglangit","roxtikr","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},"Muse’s best customers might already be paying Meta",{"title":257,"description":258,"twitterTitle":257,"twitterDescription":258,"author":239,"articlePublisher":259,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":260,"twitterData1":261,"ogTitle":257,"ogDescription":258,"ogUrl":231,"ogImage":234,"ogImageWidth":262,"ogImageHeight":263,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"Prediction: Meta’s Muse Is “Just Gonna Crush It” With Small Business Owners as Earnings Hit","Muse’s best customers might already be paying Meta","TIKR.com","예상 독서 시간","5 minutes",1200,630,[265,282,296,311,328],{"id":252,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":279,"relatedPosts":281},"Visa와 Mastercard가 한 달 만에 12% 이상 상승했습니다: 이익 실현할 것인가, 더 매수할 것인가?","2026-10-26 14:10:00","좋은 상승세였습니다. 이제 실적이 따라와야 합니다.",872,"\u002Fblog\u002Fvisa-and-mastercard-just-gained-more-than-12-in-a-month-take-profits-or-buy-more","visa-and-mastercard-just-gained-more-than-12-in-a-month-take-profits-or-buy-more","images\u002Fgrinning-bearded-man-rising-chart-and-trading-screens\u002Fgrinning-bearded-man-rising-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794838\u002Fimages\u002Fgrinning-bearded-man-rising-chart-and-trading-screens\u002Fgrinning-bearded-man-rising-chart-and-trading-screens.png?_i=AA",{"altText":266},{"name":276,"slug":277,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":278},"Rexielyn Diaz","rexietikr",[],[280],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"챔스: 넷플릭스는 \"휴면 구독\"이며, 140억 달러의 부채로 라이브러리를 구축했다","2026-10-26 14:07:19","부채는 가장 작은 문제입니다",1147,"\u002Fblog\u002Fchamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library","chamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FNetflix-Stock-600x400.png",{"altText":283},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":292},[],[294],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":308,"relatedPosts":310},"IonQ가 한 달 만에 24% 하락했습니다. 지금이 매도할 때일까요, 아니면 대량 매수할 때일까요?","2026-10-26 14:00:00","희석은 아픈 일이지만, 가격이 마침내 흥미로워지고 있습니다.",794,"\u002Fblog\u002Fionq-just-dropped-24-in-a-month-is-it-time-to-sell-or-load-up","ionq-just-dropped-24-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fpondering-man-falling-red-chart\u002Fpondering-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794878\u002Fimages\u002Fpondering-man-falling-red-chart\u002Fpondering-man-falling-red-chart.png?_i=AA",{"altText":297},{"name":276,"slug":277,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":307},[],[309],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":312,"date":313,"excerpt":314,"wordCount":315,"uri":316,"slug":317,"cloudinaryAssetId":318,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":325,"relatedPosts":327},"Surgery Partners, 46% 급등…Bon Secours, 60억 달러 인수 임박","2026-10-26 13:58:16","공정한 퇴출, 만약 실제로 일어난다면",741,"\u002Fblog\u002Fsurgery-partners-soars-46-as-bon-secours-nears-6-billion-takeover","surgery-partners-soars-46-as-bon-secours-nears-6-billion-takeover","images\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792770864\u002Fimages\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279.png?_i=AA",{"altText":312},{"name":322,"slug":323,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":324},"Michael Douglass","michaeldouglass",[],[326],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":329,"date":330,"excerpt":331,"wordCount":332,"uri":333,"slug":334,"cloudinaryAssetId":335,"featuredImageOriginalUrl":336,"featuredImageMetadata":337,"author":338,"categories":340,"relatedPosts":342},"Petrobras 15% 하락, MercadoLibre 12% 하락… 룰라의 예상 밖 재선에 브라질 주식 시장 요동","2026-10-26 13:55:49","월스트리트는 다른 사람에게 걸었습니다",727,"\u002Fblog\u002Fpetrobras-sinks-15-mercadolibre-down-12-as-lulas-surprise-re-election-rocks-brazilian-stocks","petrobras-sinks-15-mercadolibre-down-12-as-lulas-surprise-re-election-rocks-brazilian-stocks","images\u002Fsurprised-man-falling-red-chart\u002Fsurprised-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792796704\u002Fimages\u002Fsurprised-man-falling-red-chart\u002Fsurprised-man-falling-red-chart.png?_i=AA",{"altText":329},{"name":322,"slug":323,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":339},[],[341],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],[344,364,379,393,408,428,443,458,473],{"id":252,"title":345,"date":346,"excerpt":347,"wordCount":348,"uri":349,"slug":350,"cloudinaryAssetId":351,"featuredImageOriginalUrl":352,"featuredImageMetadata":353,"author":354,"categories":358,"relatedPosts":363},"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":345},{"name":355,"slug":356,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":357},"Aditya Raghunath","adityatikr",[],[359],{"name":360,"slug":361,"uri":362,"description":242,"postsCount":252},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":252,"title":365,"date":366,"excerpt":367,"wordCount":368,"uri":369,"slug":370,"cloudinaryAssetId":371,"featuredImageOriginalUrl":372,"featuredImageMetadata":373,"author":374,"categories":376,"relatedPosts":378},"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":365},{"name":355,"slug":356,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":375},[],[377],{"name":360,"slug":361,"uri":362,"description":242,"postsCount":252},[],{"id":252,"title":380,"date":366,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"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":380},{"name":355,"slug":356,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":389},[],[391],{"name":360,"slug":361,"uri":362,"description":242,"postsCount":252},[],{"id":252,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"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":394},{"name":355,"slug":356,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":404},[],[406],{"name":360,"slug":361,"uri":362,"description":242,"postsCount":252},[],{"id":252,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":422,"relatedPosts":427},"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":409},{"name":419,"slug":420,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":421},"Wiltone Asuncion","wiltonetikr",[],[423],{"name":424,"slug":425,"uri":426,"description":242,"postsCount":252},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":252,"title":429,"date":430,"excerpt":431,"wordCount":432,"uri":433,"slug":434,"cloudinaryAssetId":435,"featuredImageOriginalUrl":436,"featuredImageMetadata":437,"author":438,"categories":440,"relatedPosts":442},"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":429},{"name":419,"slug":420,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":439},[],[441],{"name":424,"slug":425,"uri":426,"description":242,"postsCount":252},[],{"id":252,"title":444,"date":445,"excerpt":446,"wordCount":447,"uri":448,"slug":449,"cloudinaryAssetId":450,"featuredImageOriginalUrl":451,"featuredImageMetadata":452,"author":453,"categories":455,"relatedPosts":457},"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":444},{"name":419,"slug":420,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":454},[],[456],{"name":424,"slug":425,"uri":426,"description":242,"postsCount":252},[],{"id":252,"title":459,"date":460,"excerpt":461,"wordCount":462,"uri":463,"slug":464,"cloudinaryAssetId":465,"featuredImageOriginalUrl":466,"featuredImageMetadata":467,"author":468,"categories":470,"relatedPosts":472},"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":459},{"name":419,"slug":420,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":469},[],[471],{"name":424,"slug":425,"uri":426,"description":242,"postsCount":252},[],{"id":252,"title":474,"date":475,"excerpt":476,"wordCount":477,"uri":478,"slug":479,"cloudinaryAssetId":480,"featuredImageOriginalUrl":481,"featuredImageMetadata":482,"author":483,"categories":485,"relatedPosts":487},"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":474},{"name":419,"slug":420,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":484},[],[486],{"name":424,"slug":425,"uri":426,"description":242,"postsCount":252},[]]