[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-qualcomm-is-32-below-its-52-week-high-as-it-plans-worldwide-job-cuts-heres-what-its-rising-costs-need-to-show-on-november-4-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":265,"suggestedPosts":341},{"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},145305,"퀄컴, 52주 최고가 대비 32% 하락하며 전 세계적 인력 감축 계획. 11월 4일 상승하는 비용이 보여야 할 것은 다음과 같습니다","2026-10-26T07:30:00","2026-10-26T01:01:48","\u003Cp>퀄컴은 전 세계적으로 인원을 감축할 것이라고 직원들에게 알렸지만, 이 조치를 비용 절감이 아닌 기술 역량 재편의 관점에서 설명했습니다. 지난 분기 동안 회사의 운영 비용은 거의 20% 증가한 반면 매출은 감소했습니다. 11월 4일 발표되는 실적 보고서를 통해 지출이 조정되는지 여부가 확인될 것입니다.\u003C\u002Fp>","\u003Ch3 id=\"h-k-ey-stats-for-qualcomm-stock\" class=\"wp-block-heading\">\u003Cstrong>퀄컴 주식\u003C\u002Fstrong>의 \u003Cstrong>핵심 통계\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>현재 가격:\u003C\u002Fstrong> $175.91\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>목표 가격 (중간):\u003C\u002Fstrong> ~$389\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>시장 목표가:\u003C\u002Fstrong> ~$196\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>잠재적 총 수익률:\u003C\u002Fstrong> ~121%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>연간 IRR:\u003C\u002Fstrong> ~22% \u002F 년\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">지금 라이브: TIKR의 새로운 가치 평가 모델을 사용하여 당신이 좋아하는 주식이 얼마나 상승할 수 있는지 알아보세요 (무료입니다)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">무슨 일이 있었나요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>퀄컴 (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=k8i24l&cid=33493&?ref=tikrblog\">\u003Cstrong>QCOM\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> 은 전 세계적으로 인력을 감축할 것이라고 크리스티아노 아몬 CEO가 10월 20일 직원들에게 보낸 메모에서 밝혔습니다. 이 소식은 \u003Ca href=\"https:\u002F\u002Fwww.reuters.com\u002Fbusiness\u002Fqualcomm-cut-jobs-worldwide-performance-focused-layoffs-internal-memo-shows-2026-10-20\u002F\">로이터\u003C\u002Fa>가 처음 보도했습니다. 통지는 11월에 시작되며, 메모에는 인원 수가 명시되지 않았습니다. 퀄컴은 2025년 9월 기준으로 약 52,000명의 직원을 보유하고 있었습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">주가는 10월 20일 1.26% 상승한 채 마감한 반면, iShares Semiconductor ETF (SOXX)는 0.38% 하락했습니다. 10월 23일 종가 $175.91로 마감했으며, 이는 52주 내 최고가 $259.92 대비 32% 하락한 수준입니다. 11월 4일 발표되는 실적(장 마감 후)은 경영진이 감축 규모에 수치를 부여할 첫 번째 기회가 될 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>매출은 4% 감소했는데 비용은 거의 20% 증가\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">6월 28일로 종료된 3분기 실적에서 매출은 4% 감소한 99억 5천만 달러를 기록했습니다. GAAP 기준 연구개발비와 판매관리비는 약 20% 증가한 35억 8천만 달러였습니다. 이 수치에는 8억 1백만 달러의 주식기준보상비용이 포함되어 있습니다. 비 GAAP 기준으로는 이 두 비용 항목의 합계가 25억 9천만 달러였습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">칩 부문인 QCT는 세전 이익률이 26%를 기록했으며, 이는 1년 전 30%에서 하락한 수치입니다. 퀄컴은 또한 해당 분기에 7천만 달러의 구조조정 비용을 기록했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">아몬 CEO의 메모는 이번 감축을 비용 절감 프로그램으로 제시하지 않았습니다. 그는 이를 \"성과 중심 감축\"으로 불렀으며, \"더 강력한 성과 문화\"를 구축하기 위한 것이라고 설명했습니다. 그는 또한 \"사업을 확장함에 따라, 우리가 필요로 하는 역량과 기술도 확장되었습니다\"라고 적었습니다. 퀄컴은 지출을 줄이는 대신 기술을 교체하고 있을 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA\" alt=\"\" class=\"wp-post-145305 wp-image-145312\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792976349\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 299w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792976349\u002Fimages\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT\u002FTIKR.com_QCOM-QUALCOMM-Incorporated-Revenue-and-EBIT.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">퀄컴 매출 및 영업이익 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 id=\"h-where-the-new-skills-point\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>새로운 기술이 가리키는 방향\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">매출은 사업의 방향을 보여줍니다. 6월 분기에 핸드셋 매출은 20% 감소한 50억 9천만 달러를 기록한 반면, 자동차 매출은 61% 증가한 15억 9천만 달러를 기록했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">골드만삭스의 커뮤나코피아 컨퍼런스(9월 8일)에서 아카시 팔키왈라 CFO 겸 COO는 \"내년에 우리는 자동차 산업의 최대 칩 공급업체가 될 것으로 예상합니다\"라고 말했습니다. 그는 또한 \"3세대에서 5세대로 갈수록 컴퓨팅 콘텐츠 성장률은 8배입니다\"라고 덧붙였습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그는 또한 AI가 퀄컴 엔지니어들의 작업 방식을 변화시키고 있다고 설명했습니다: 그들은 AI 토큰을 사용하여 소프트웨어를 작성하고, 칩을 설계하며, 고객을 지원합니다. 그는 \"회사 내에서 토큰 사용량이 엄청나게 증가하고 있다\"고 말했으며, 이러한 사용은 효율성과 더 빠른 제품 출시를 이끈다고 설명했습니다. 메모는 AI를 감축 이유로 언급하지 않았으며, 퀄컴은 어떤 팀이 영향을 받을지 밝히지 않았습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA\" alt=\"\" class=\"wp-post-145305 wp-image-145313\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792976376\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_767,h_511,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 767w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1024,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1365,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_799,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1792976376\u002Fimages\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue\u002FTIKR.com_QCOM-Analyst-Estimates-Trend-Revenue.webp?_i=AA 299w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">퀄컴 애널리스트 추정치 트렌드 - 매출 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR는 퀄컴에 대해 37명의 애널리스트를 추적합니다. '매수' 의견은 몇 명일까요?\u003Cbr>\u003C\u002Fstrong> 퀄컴의 매수, 보유, 매도 등급의 전체 분류와 월가의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용하여 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=k8i24l&cid=33493&?ref=tikrblog\">퀄컴의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR 고급 모델 분석\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>현재 가격:\u003C\u002Fstrong> $175.91\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>목표 가격 (중간):\u003C\u002Fstrong> ~$389\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>잠재적 총 수익률:\u003C\u002Fstrong> ~121%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>연간 IRR:\u003C\u002Fstrong> ~22% \u002F 년\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA\" alt=\"\" class=\"wp-post-145305 wp-image-145314\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792976373\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_631,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1263,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1684,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1399,h_1150,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 1399w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_246,c_scale\u002Ff_webp,q_auto\u002Fv1792976373\u002Fimages\u002FQCOM_valuation_model-4_1453148c236\u002FQCOM_valuation_model-4_1453148c236.webp?_i=AA 299w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">퀄컴 고급 가치 평가 모델 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">중간 시나리오가 기본 시나리오로 사용됩니다. 이 모델의 입력값은 연간 약 10%의 매출 성장과 모델 예측 기간 동안 약 27%의 순이익률을 가정합니다. 이는 자동차 및 데이터 센터 매출이 축소되는 핸드셋 사업을 상쇄할 것에 달려 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">약 19배의 선행 주당순이익으로 거래되는 퀄컴은 브로드컴(AVGO, 약 19배)과 비슷한 수준이며, 엔비디아(NVDA, 약 17배)보다 높은 수준입니다. 대부분의 수익은 이익에서 나와야 합니다. 상승 가능성은 성장 사업이 확장되는 동안 지출이 그만큼 빠르게 증가하지 않을 경우에 발생합니다. 하방 위험은 핸드셋 손실이 이들 성장 사업을 앞지를 경우에 발생합니다. 목표가는 모델링된 시나리오일 뿐 예측이 아닙니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>결론\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">컨센서스는 12월 분기 매출이 약 106억 달러, 정규화된 주당순이익이 약 $2.30으로, 각각 1년 전보다 약 14%, 34% 하락할 것으로 예상하고 있습니다. 서스케하나는 퀄컴을 중립 등급으로 평가하며 목표가 $185를 제시했습니다. 섹터 프리뷰에서 이 회사는 일반적으로 실적과 가이던스에 대해 약간의 상승 가능성을 기대한다고 밝혔습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">비용 항목이 어떤 실적 상회보다 더 중요합니다. 12월 분기 전망에서 두 가지를 주시하세요: 비 GAAP 기준 연구개발비와 판매관리비가 3분기의 25억 9천만 달러 수준 근처로 유지되는지, 그리고 공개된 인원 수 또는 구조조정 비용이 있는지. 이 두 가지가 함께하면 감축이 손익계산서에 반영되고 있음을 보여줍니다. 만약 비용이 계속 증가한다면, 감축은 팀을 재편성하지만 지출을 낮추지는 못하고 있는 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-qualcomm-stock-actually-worth\" class=\"wp-block-heading\">\u003Cstrong>그렇다면 퀄컴 주식의 실제 가치는 얼마일까요?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR를 사용하면 1분도 안 되어 어떤 주식의 미래 가격도 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 \u003Cstrong>퀄컴\u003C\u002Fstrong>이 얼마나 가치가 있을 수 있는지 확인하세요. 월가 컨센서스 추정치에서 시작하거나, 입력값을 조정하여 여러분 자신의 사업 전망을 반영하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>TIKR에서 퀄컴 분석하기 무료 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh2>\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 아닙니다. 저희는 TIKR 터미널의 투자 데이터와 애널리스트 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근의 회사 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 행운을 빕니다!\u003C\u002Fem>\u003C\u002Fp>",847,"ko","\u002Fblog\u002Fqualcomm-is-32-below-its-52-week-high-as-it-plans-worldwide-job-cuts-heres-what-its-rising-costs-need-to-show-on-november-4","qualcomm-is-32-below-its-52-week-high-as-it-plans-worldwide-job-cuts-heres-what-its-rising-costs-need-to-show-on-november-4","images\u002F8-14_145306fa163\u002F8-14_145306fa163","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976086\u002Fimages\u002F8-14_145306fa163\u002F8-14_145306fa163.png?_i=AA",{"altText":237,"imageCredit":238},"Qualcomm Is 32% Below Its 52-Week High as It Plans Worldwide Job Cuts. Here’s What Its Rising Costs Need to Show on November 4","@Golib via Canva, @sebastian-k from Getty Images via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Qualcomm told staff it will cut jobs worldwide, but framed the move around skills, not savings. Its operating costs rose nearly 20% last quarter while sales fell. The November 4 report shows whether spending bends.",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","예상 독서 시간","5 minutes",1200,630,[266,281,296,311,326],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"액손, '바디 5' 공개...주가는 2026년 현재 26% 하락. 2030년까지 주가 전망은?","2026-10-26 07:25:00","액손은 10월 24일 바디 5를 공개했으며, 이는 바디 4 출시 약 3년 반 후, 그리고 일반적인 카메라 주기보다 1년 늦은 시점입니다. 이 회사의 CFO는 AI 가격 인상보다 AI 고객 확보가 더 중요하다고 말합니다. 2030년까지 이 주식이 어디로 갈 수 있는지 살펴보겠습니다.",937,"\u002Fblog\u002Faxon-unveils-body-5-as-its-stock-sits-26-lower-in-2026-heres-where-the-stock-could-go-by-2030","axon-unveils-body-5-as-its-stock-sits-26-lower-in-2026-heres-where-the-stock-could-go-by-2030","images\u002F7-15_145273f4cbd\u002F7-15_145273f4cbd","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973064\u002Fimages\u002F7-15_145273f4cbd\u002F7-15_145273f4cbd.png?_i=AA",{"altText":267},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},[],[279],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"Oracle, 투자자 데이 앞두고 골드만삭스가 목표가를 206달러로 하향 조정. 2031년까지 주가가 어디로 갈 수 있을까","2026-10-26 07:20:00","TIKR가 추적하는 애널리스트들은 Oracle의 2030 회계연도 매출과 이익을 회사 자체 목표와 거의 정확히 일치하는 수준으로 예상하고 있으나, 주가는 그 EPS의 약 6배에 거래되고 있습니다. 프로젝트 주피터, 대기 배출 허가, 그리고 CFO가 선호하는 마진 수준이 10월 28일이 해결해야 할 과제를 보여줍니다.",942,"\u002Fblog\u002Foracle-heads-into-investor-day-as-goldman-cuts-its-target-to-206-heres-where-the-stock-could-go-by-2031","oracle-heads-into-investor-day-as-goldman-cuts-its-target-to-206-heres-where-the-stock-could-go-by-2031","images\u002F6-14_14527212d1c\u002F6-14_14527212d1c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973053\u002Fimages\u002F6-14_14527212d1c\u002F6-14_14527212d1c.png?_i=AA",{"altText":282},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":292},[],[294],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":308,"relatedPosts":310},"Eli Lilly 주가, 3분기 실적 발표 앞두고 2.5% 하락. 환자 수는 늘어났는데 매출이 감소할 수 있는 이유는?","2026-10-26 07:10:00","월스트리트는 엘리 릴리의 3분기 매출이 2분기보다 약간 낮을 것으로 예상하고 있으며, 이는 더 많은 환자가 치료를 시작함에도 불구하고 그렇습니다. 릴리 자체 제출 서류와 9월 컨퍼런스가 그 이유를 설명합니다.",887,"\u002Fblog\u002Feli-lilly-stock-fell-2-5-ahead-of-q3-heres-why-revenue-could-dip-even-as-patients-grow","eli-lilly-stock-fell-2-5-ahead-of-q3-heres-why-revenue-could-dip-even-as-patients-grow","images\u002F4-19_1452707e941\u002F4-19_1452707e941","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973029\u002Fimages\u002F4-19_1452707e941\u002F4-19_1452707e941.png?_i=AA",{"altText":297},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":307},[],[309],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":312,"date":313,"excerpt":314,"wordCount":315,"uri":316,"slug":317,"cloudinaryAssetId":318,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"존슨앤드존슨, 영국에서 건선 치료제 '필' 승인 획득. 2030년까지 주가가 어디까지 갈 수 있을까","2026-10-26 07:05:00","Johnson & Johnson은 이틀 만에 두 건의 신약 소식을 발표했고, 주가는 올해 27.5% 상승했습니다. 거래로 인한 희석 효과가 실적 전망에 영향을 미치며 선행 이익 추정치는 하락했습니다. TIKR 모델은 $263.81로 무엇을 살 수 있는지 보여줍니다.",1018,"\u002Fblog\u002Fjohnson-johnson-won-uk-approval-for-its-psoriasis-pill-heres-where-the-stock-could-go-by-2030","johnson-johnson-won-uk-approval-for-its-psoriasis-pill-heres-where-the-stock-could-go-by-2030","images\u002F3-20_145269da577\u002F3-20_145269da577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792973012\u002Fimages\u002F3-20_145269da577\u002F3-20_145269da577.png?_i=AA",{"altText":312},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":322},[],[324],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":336,"categories":338,"relatedPosts":340},"Nvidia 주가, 10월에 AI 지출 의심에 기술주 타격으로 거의 8% 하락. 2031년까지 주가가 갈 수 있는 곳은 다음과 같습니다","2026-10-26 07:00:00","Nvidia의 유일한 매도 의견은 고객 자금 조달이 숨겨진 할인처럼 작용하며, 순현금이 1월 이후 절반 이상 감소했다고 지적합니다. Nvidia 자체 서류는 보증이 어디로 가는지 보여줍니다.",922,"\u002Fblog\u002Fnvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031","nvidia-stock-fell-nearly-8-in-october-as-ai-spending-doubts-hit-tech-stocks-heres-where-the-stock-could-go-by-2031","images\u002F2-19_145268f960c\u002F2-19_145268f960c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792972994\u002Fimages\u002F2-19_145268f960c\u002F2-19_145268f960c.png?_i=AA",{"altText":327},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":337},[],[339],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[342,361,375,392,409],{"id":255,"title":343,"date":328,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":348,"featuredImageOriginalUrl":349,"featuredImageMetadata":350,"author":351,"categories":355,"relatedPosts":360},"SK하이닉스, 10월 28일 주주환원 약속: 120억 달러 특별배당금 지급 가능할까?","SK하이닉스는 추정 자유현금흐름의 약 70%를 되돌려줄 수 있습니다. 수요일에 발표될 배당금 규모가 주주와 솔리딤 중 누가 현금을 받을지 보여줄 것입니다.",820,"\u002Fblog\u002Fsk-hynix-promises-shareholder-returns-on-october-28-can-it-pay-a-12-billion-special-dividend","sk-hynix-promises-shareholder-returns-on-october-28-can-it-pay-a-12-billion-special-dividend","images\u002FFEATURED-IMAGE-MAKER-1896\u002FFEATURED-IMAGE-MAKER-1896","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792994007\u002Fimages\u002FFEATURED-IMAGE-MAKER-1896\u002FFEATURED-IMAGE-MAKER-1896.png?_i=AA",{"altText":343},{"name":352,"slug":353,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":354},"Gian Estrada","giantikr",[],[356],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":255,"title":362,"date":328,"excerpt":363,"wordCount":364,"uri":365,"slug":366,"cloudinaryAssetId":367,"featuredImageOriginalUrl":368,"featuredImageMetadata":369,"author":370,"categories":372,"relatedPosts":374},"머스크, \"스페이스X, 엔비디아 승리로 칩 공급에 400억 달러 확보\" 발언: \"우리는 투자 등급이다\"","머스크는 스페이스X가 GPU를 위해 400억 달러의 부채를 마감했다고 밝혔습니다. 엔비디아의 경우 이 자금은 2027년 수요를 뒷받침하지만, 헤드라인이 암시하는 것보다 훨씬 작은 규모의 거래입니다.",883,"\u002Fblog\u002Fmusk-says-spacex-locked-in-40-billion-for-chips-a-win-for-nvidia-were-investment-grade","musk-says-spacex-locked-in-40-billion-for-chips-a-win-for-nvidia-were-investment-grade","images\u002FFEATURED-IMAGE-MAKER-1897\u002FFEATURED-IMAGE-MAKER-1897","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792996223\u002Fimages\u002FFEATURED-IMAGE-MAKER-1897\u002FFEATURED-IMAGE-MAKER-1897.png?_i=AA",{"altText":362},{"name":352,"slug":353,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":371},[],[373],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[],{"id":255,"title":376,"date":377,"excerpt":378,"wordCount":379,"uri":380,"slug":381,"cloudinaryAssetId":382,"featuredImageOriginalUrl":383,"featuredImageMetadata":384,"author":385,"categories":389,"relatedPosts":391},"Bloom Energy, 6월 최고치 대비 44% 하락… 실적 발표 후 주가를 끌어내린 바로 그 수치","2026-10-26 00:59:42","캐시를 보여줘, 블룸.",685,"\u002Fblog\u002Fbloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","bloom-energy-is-44-below-its-june-record-heres-the-number-that-sank-it-after-earnings","images\u002F4-10_125274308d0\u002F4-10_125274308d0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1787164294\u002Fimages\u002F4-10_125274308d0\u002F4-10_125274308d0.png?_i=AA",{"altText":376},{"name":386,"slug":387,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":388},"Rexielyn Diaz","rexietikr",[],[390],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[],{"id":255,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":399,"featuredImageOriginalUrl":400,"featuredImageMetadata":401,"author":402,"categories":406,"relatedPosts":408},"Bank Of America, ServiceNow 주가 목표치 상향 조정... Q3 실적 발표 앞두고","2026-10-26 00:38:00","Bank of America는 ServiceNow의 목표 주가를 180달러로 상향 조정하고 10월 28일 발표 예정인 3분기 실적 발표를 앞두고 매수 등급을 유지했습니다. 주목해야 할 점은 다음과 같습니다.",616,"\u002Fblog\u002Fbank-of-america-raises-servicenow-price-target-third-quarter-earnings","bank-of-america-raises-servicenow-price-target-third-quarter-earnings","images\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792819580\u002Fimages\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva\u002FNOW-stock-@Melpomenem-from-Getty-Images-via-Canva-@Monster-Ztudio-via-Canva.png?_i=AA",{"altText":393},{"name":403,"slug":404,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":405},"Aditya Raghunath","adityatikr",[],[407],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[],{"id":255,"title":410,"date":411,"excerpt":412,"wordCount":413,"uri":414,"slug":415,"cloudinaryAssetId":416,"featuredImageOriginalUrl":417,"featuredImageMetadata":418,"author":419,"categories":423,"relatedPosts":425},"UnitedHealth, RBC의 $498 목표가에 3.5% 상승하며 관리 의료주 상승","2026-10-25 18:44:00","실적 발표 후 일주일이 지났지만, 애널리스트들은 여전히 배수에 대해 논쟁 중입니다.",721,"\u002Fblog\u002Funitedhealth-gains-3-5-on-rbcs-498-price-target-as-managed-care-stocks-rally","unitedhealth-gains-3-5-on-rbcs-498-price-target-as-managed-care-stocks-rally","images\u002FUnitedHealth-Stock\u002FUnitedHealth-Stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780120\u002Fimages\u002FUnitedHealth-Stock\u002FUnitedHealth-Stock.png?_i=AA",{"altText":410},{"name":420,"slug":421,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":422},"Bobby Sankhagowit","bobby",[],[424],{"name":357,"slug":358,"uri":359,"description":243,"postsCount":255},[]]