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TNBfolio

TNBfolio

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๋ณธ TNB ์ฑ„๋„์—์„œ ์ œ๊ณตํ•˜๋Š” ์ž๋ฃŒ๋Š” ๋งค์ˆ˜&๋งค๋„์— ๋Œ€ํ•œ ์˜๊ฒฌ ์ ˆ๋Œ€ ์•„๋‹ˆ๋ฉฐ ํˆฌ์ž์ž ๋ณธ์ธ์˜ ์ฐธ๊ณ ์šฉ์— ๋ถˆ๊ณผ ํ•ฉ๋‹ˆ๋‹ค. ๋ชจ๋“  ๋งค์ˆ˜์™€ ๋งค๋„์— ๋Œ€ํ•œ ์ฑ…์ž„์€ ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค.

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๐Ÿ“ˆ Analytical overview of Telegram channel TNBfolio

Channel TNBfolio (@tnbfolio) in the Korean language segment is an active participant. Currently, the community unites 23 706 subscribers, ranking 5 255 in the Economy & Finance category and 150 in the Korea region.

๐Ÿ“Š Audience metrics and dynamics

Since its creation on ะฝะตะฒั–ะดะพะผะพ, the project has demonstrated rapid growth, gathering an audience of 23 706 subscribers.

According to the latest data from 20 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 682 over the last 30 days and by -3 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 25.66%. Within the first 24 hours after publication, content typically collects 17.61% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 6 084 views. Within the first day, a publication typically gains 4 174 views.
  • Reactions and interaction: The audience actively supports content: the average number of reactions per post is 0.

๐Ÿ“ Description and content policy

The author describes the resource as a platform for expressing subjective opinions:
โ€œ๋ณธ TNB ์ฑ„๋„์—์„œ ์ œ๊ณตํ•˜๋Š” ์ž๋ฃŒ๋Š” ๋งค์ˆ˜&๋งค๋„์— ๋Œ€ํ•œ ์˜๊ฒฌ ์ ˆ๋Œ€ ์•„๋‹ˆ๋ฉฐ ํˆฌ์ž์ž ๋ณธ์ธ์˜ ์ฐธ๊ณ ์šฉ์— ๋ถˆ๊ณผ ํ•ฉ๋‹ˆ๋‹ค. ๋ชจ๋“  ๋งค์ˆ˜์™€ ๋งค๋„์— ๋Œ€ํ•œ ์ฑ…์ž„์€ ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค.โ€

Thanks to the high frequency of updates (latest data received on 21 June, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.

23 706
Subscribers
-324 hours
+627 days
+68230 days
Attracting Subscribers
June '26
June '26
+397
in 127 channels
May '26
+711
in 135 channels
Get PRO
April '26
+429
in 134 channels
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March '26
+525
in 130 channels
Get PRO
February '26
+550
in 144 channels
Get PRO
January '26
+359
in 118 channels
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December '25
+293
in 143 channels
Get PRO
November '25
+481
in 146 channels
Get PRO
October '25
+553
in 166 channels
Get PRO
September '25
+179
in 107 channels
Get PRO
August '25
+323
in 98 channels
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July '25
+401
in 138 channels
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June '25
+409
in 137 channels
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May '25
+130
in 105 channels
Get PRO
April '25
+104
in 86 channels
Get PRO
March '25
+170
in 93 channels
Get PRO
February '25
+304
in 95 channels
Get PRO
January '25
+340
in 117 channels
Get PRO
December '24
+215
in 98 channels
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November '24
+195
in 86 channels
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October '24
+215
in 106 channels
Get PRO
September '24
+284
in 108 channels
Get PRO
August '24
+333
in 113 channels
Get PRO
July '24
+250
in 80 channels
Get PRO
June '24
+181
in 80 channels
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May '24
+380
in 82 channels
Get PRO
April '24
+309
in 93 channels
Get PRO
March '24
+207
in 61 channels
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February '24
+119
in 44 channels
Get PRO
January '24
+246
in 50 channels
Get PRO
December '23
+776
in 52 channels
Get PRO
November '23
+238
in 69 channels
Get PRO
October '23
+484
in 57 channels
Get PRO
September '23
+295
in 0 channels
Get PRO
August '23
+318
in 0 channels
Get PRO
July '23
+314
in 0 channels
Get PRO
June '23
+251
in 0 channels
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May '23
+724
in 0 channels
Get PRO
April '23
+394
in 0 channels
Get PRO
March '23
+266
in 0 channels
Get PRO
February '23
+328
in 0 channels
Get PRO
January '23
+222
in 0 channels
Get PRO
December '22
+242
in 0 channels
Get PRO
November '22
+224
in 0 channels
Get PRO
October '22
+426
in 0 channels
Get PRO
September '22
+393
in 0 channels
Get PRO
August '22
+353
in 0 channels
Get PRO
July '22
+454
in 0 channels
Get PRO
June '22
+473
in 0 channels
Get PRO
May '22
+508
in 0 channels
Get PRO
April '22
+570
in 0 channels
Get PRO
March '22
+474
in 0 channels
Get PRO
February '22
+803
in 0 channels
Get PRO
January '22
+788
in 0 channels
Get PRO
December '21
+552
in 0 channels
Get PRO
November '21
+683
in 0 channels
Get PRO
October '21
+1 033
in 0 channels
Get PRO
September '21
+901
in 0 channels
Get PRO
August '21
+629
in 0 channels
Get PRO
July '21
+788
in 0 channels
Get PRO
June '21
+536
in 0 channels
Get PRO
May '21
+629
in 0 channels
Get PRO
April '21
+861
in 0 channels
Get PRO
March '21
+327
in 0 channels
Get PRO
February '21
+751
in 0 channels
Get PRO
January '21
+618
in 0 channels
Get PRO
December '20
+2 307
in 0 channels
Date
Subscriber Growth
Mentions
Channels
21 June0
20 June0
19 June+14
18 June+25
17 June+17
16 June+3
15 June+14
14 June+5
13 June+4
12 June+12
11 June+4
10 June+17
09 June+29
08 June+35
07 June+19
06 June+47
05 June+13
04 June+32
03 June+20
02 June+41
01 June+46
Channel Posts
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์ฝ”์Šคํ”ผ ์‹ ์šฉ์ž”๊ณ 
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JD Vance ๋ถ€ํ†ต๋ น, ์ด๋ž€ ํ•ต ํ”„๋กœ๊ทธ๋žจ ํ˜‘์ƒ ์œ„ํ•œ ์Šค์œ„์Šค ๋ฐฉ๋ฌธ ์—ฐ๊ธฐ - ABC News (by https://t.me/TNBfolio) - JD Vance ๋ฏธ๊ตญ ๋ถ€ํ†ต๋ น์ด ์ด๋ž€๊ณผ์˜ ํ•ต ํ”„๋กœ๊ทธ๋žจ ์ƒˆ๋กœ์šด ํ˜‘์ƒ์„ ์ฃผ๋„ํ•˜๊ธฐ ์œ„ํ•œ ์Šค์œ„์Šค ๋ฐฉ๋ฌธ์„ ์—ฐ๊ธฐํ–ˆ๋‹ค. - ๋ฐฑ์•…๊ด€์€ ๋Œ€ํ‘œ๋‹จ์ด ์ถœ๋ฐœ ์ค€๋น„๋ฅผ ๋งˆ์ณค์œผ๋‚˜ ํ˜‘์ƒ์˜ ๋ณต์žกํ•œ ๋ฌผ๋ฅ˜ ๋ฌธ์ œ๋กœ ์ธํ•ด ์ผ์ •์„ ๋ฏธ๋ฃจ๊ฒŒ ๋˜์—ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. - ์ด๋ฒˆ ์—ฐ๊ธฐ๋Š” ์ด์Šค๋ผ์—˜์˜ ๋ ˆ๋ฐ”๋…ผ ๊ตฐ์‚ฌ ์ž‘์ „์œผ๋กœ ์ธํ•ด ์ด๋ž€์ด ๋Œ€ํ‘œ๋‹จ ํŒŒ๊ฒฌ์„ ๋Šฆ์ถ”๊ณ  ์žˆ๋‹ค๋Š” ๋ณด๋„ ์ค‘์— ๋‚˜์™”๋‹ค. - ๋ฏธ๊ตญ์€ ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์˜ ๋ด‰์‡„๋ฅผ ํ•ด์ œํ•˜์—ฌ ์œ ์กฐ์„  ํ†ตํ•ญ์„ ํ—ˆ์šฉํ–ˆ์œผ๋‚˜ ๋ฏธ๊ตญ ๋‚ด์—์„œ๋Š” ๋Œ€์ด๋ž€ ์ œ์žฌ ์™„ํ™”์— ๋Œ€ํ•œ ๋น„ํŒ์ด ์ œ๊ธฐ๋˜์—ˆ๋‹ค. - ์ด๋ž€ ์ตœ๊ณ ์ง€๋„์ž๋Š” ํ–ฅํ›„ ๋Œ€๋ฉด ํ˜‘์ƒ์ด ์ƒ๋Œ€๋ฐฉ์˜ ์˜๊ฒฌ์„ ์ˆ˜์šฉํ•˜๋Š” ๊ฒƒ์€ ์•„๋‹ˆ๋ผ๋ฉด์„œ๋„ ์ง์ ‘ ํ˜‘์ƒ์„ ์ง€์ง€ํ•˜๋Š” ์ž…์žฅ์„ ๋ณด์˜€๋‹ค. https://abcnews.com/US/wireStory/vance-delays-trip-switzerland-lead-new-us-talks-134000350
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์ฝ”์Šค๋‹ฅ ์‹ ์šฉ์ž”๊ณ 
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์ฝ”์Šคํ”ผ ์‹ ์šฉ์ž”๊ณ 
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์ œ์ฃผ ์ˆ˜์ถœ 1์œ„ ๋ฐ˜๋„์ฒด ๋Œ€๋ฐ•์— 5๊ฐœ์›” ๋งŒ์— ์ง€๋‚œํ•ด ์ด์•ก ๋ŒํŒŒ - JIBS (by https://t.me/TNBfolio) - ์˜ฌํ•ด 5์›” ๊ธฐ์ค€ ์ œ์ฃผ์ง€์—ญ ๋ˆ„์  ์ˆ˜์ถœ์•ก์€ 3์–ต 5,000๋งŒ ๋‹ฌ๋Ÿฌ๋กœ ์ง‘๊ณ„๋˜์–ด 5๋…„ ๋‚ด ์ตœ๊ณ  ์‹ค์ ์ด์ž ์ง€๋‚œํ•ด ์—ฐ๊ฐ„ ์ด ์ˆ˜์ถœ์•ก์„ ์•ž์งˆ๋ €๋‹ค. - ์ „ ์„ธ๊ณ„์ ์ธ ๋ฐ˜๋„์ฒด ์ˆ˜์š” ํญ๋ฐœ์— ํž˜์ž…์–ด ๋ฐ˜๋„์ฒด ์ˆ˜์ถœ์•ก์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 384% ๊ธ‰์ฆํ•œ 2์–ต 5,537๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ ๊ธฐ๋กํ•˜๋ฉฐ ์ „์ฒด ์ˆ˜์ถœ์˜ 72%๋ฅผ ์ฐจ์ง€ํ–ˆ๋‹ค. - ๋ฐ˜๋„์ฒด์˜ ์ตœ๋Œ€ ์ˆ˜์ถœ ๋Œ€์ƒ๊ตญ์€ ํ™์ฝฉ์ด์—ˆ์œผ๋ฉฐ ๋Œ€๋งŒ๊ณผ ๋ฒ ํŠธ๋‚จ์ด ๊ทธ ๋’ค๋ฅผ ์ด์–ด ์ œ์ฃผ์˜ ๊ตญ๊ฐ€๋ณ„ ์ด์ˆ˜์ถœ ์ˆœ์œ„์—์„œ๋„ ํ™์ฝฉ์ด ์••๋„์  1์œ„์— ์˜ฌ๋ž๋‹ค. - ํ•ญ๊ณต๊ธฐ ๋ถ€ํ’ˆ์€ ๋ฏธ๊ตญ๊ณผ ์˜๊ตญ ๋“ฑ์œผ๋กœ์˜ ์—ญ์ˆ˜์ถœ ์„ฑ๊ณผ๋กœ 5,039๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ ๊ธฐ๋กํ–ˆ๊ณ  ๋ณดํ†ก์Šค ๋“ฑ ์˜์•ฝํ’ˆ์€ ์ค‘๊ตญ๊ณผ ๋ฒ ํŠธ๋‚จ์„ ๋„˜์–ด ์ค‘๋™๊นŒ์ง€ ํŒ๋กœ๋ฅผ ํ™•์žฅํ–ˆ๋‹ค. - ์ œ์ฃผ์ง€์—ญ ๋Œ€ํ‘œ ์ˆ˜์‚ฐ๋ฌผ์ธ ๋„™์น˜๊ฐ€ ๋ฏธ๊ตญ๊ณผ ์ผ๋ณธ ๋ฐ ๋™๋‚จ์•„๋กœ ์‹œ์žฅ์„ ๋„“ํžˆ๊ณ  ์‹ฑ๊ฐ€ํฌ๋ฅด๋กœ์˜ ์œก๋ฅ˜ ์ˆ˜์ถœ์ด ๊ธ‰๋ถ€์ƒํ•˜๋Š” ๋“ฑ ๊ณ ๋ถ€๊ฐ€๊ฐ€์น˜ ์ค‘์‹ฌ์˜ ์ˆ˜์ถœ ๋‹ค๋ณ€ํ™”๊ฐ€ ์•ˆ์ฐฉํ–ˆ๋‹ค. ์ œ์ฃผ์ง€์—ญ ์ฃผ์š” ์ˆ˜์ถœ ํ’ˆ๋ชฉ๋ณ„ ์‹ค์  ์ •๋ฆฌ 1. ๋ฐ˜๋„์ฒด - ์ˆ˜์ถœ์•ก: 2์–ต 5,537๋งŒ ๋‹ฌ๋Ÿฌ (์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 384.0% ๊ธ‰์ฆ) - ๋น„์ค‘: ์ œ์ฃผ ์ „์ฒด ์ˆ˜์ถœ์•ก์˜ 72% ์ฐจ์ง€ (์••๋„์  1์œ„) - ์ฃผ์š” ์ˆ˜์ถœ๊ตญ: ํ™์ฝฉ(2์–ต 1,778๋งŒ ๋‹ฌ๋Ÿฌ), ๋Œ€๋งŒ(1,606๋งŒ ๋‹ฌ๋Ÿฌ), ๋ฒ ํŠธ๋‚จ(915๋งŒ ๋‹ฌ๋Ÿฌ) ์ˆœ 2. ํ•ญ๊ณต๊ธฐ ๋ถ€ํ’ˆ - ์ˆ˜์ถœ์•ก: 5,039๋งŒ ๋‹ฌ๋Ÿฌ - ๋น„์ค‘: ์ œ์ฃผ ์ „์ฒด ์ˆ˜์ถœ์•ก์˜ 14.2% ์ฐจ์ง€ - ํŠน์ง•: ๊ตญ๋‚ด ํ•ญ๊ณต์‚ฌ์˜ ํ•ญ๊ณต๊ธฐ ์—”์ง„ ์ˆ˜๋ฆฌ ๋“ฑ์„ ์œ„ํ•ด ๋ฏธ๊ตญ, ์˜๊ตญ ๋“ฑ ํ•ญ๊ณต ์„ ์ง„๊ตญ์œผ๋กœ ์—ญ์ˆ˜์ถœ ์„ฑ๊ณผ 3. ๋„™์น˜ (๊ด‘์–ด) - ์ˆ˜์ถœ์•ก: 1,124๋งŒ ๋‹ฌ๋Ÿฌ - ํŠน์ง•: ๋ฏธ๊ตญ(515๋งŒ ๋‹ฌ๋Ÿฌ), ์ผ๋ณธ(372๋งŒ ๋‹ฌ๋Ÿฌ) ๋“ฑ ๊ธฐ์กด ์ฃผ๋ ฅ ์‹œ์žฅ์„ ๋„˜์–ด ๋ฒ ํŠธ๋‚จ(195๋งŒ ๋‹ฌ๋Ÿฌ), ์บ๋‚˜๋‹ค(17๋งŒ ๋‹ฌ๋Ÿฌ), ์‹ฑ๊ฐ€ํฌ๋ฅด ๋“ฑ ๋™๋‚จ์•„ ์ „์—ญ์œผ๋กœ ์‹œ์žฅ ํ™•๋Œ€ 4. ๋ฐ”์ด์˜คยท์˜์•ฝํ’ˆ (๋ณดํ†ก์Šค ๋“ฑ) - ์ˆ˜์ถœ์•ก: 446๋งŒ ๋‹ฌ๋Ÿฌ - ์ฃผ์š” ์ˆ˜์ถœ๊ตญ: ์ค‘๊ตญ(305๋งŒ ๋‹ฌ๋Ÿฌ), ๋ฒ ํŠธ๋‚จ(108๋งŒ ๋‹ฌ๋Ÿฌ) - ํŠน์ง•: ์ตœ๊ทผ ์ค‘๋™ ์ง€์—ญ์ธ ์ด๋ผํฌ(10๋งŒ ๋‹ฌ๋Ÿฌ)๊นŒ์ง€ ํŒ๋กœ ํ™•์žฅ 5. ์œก๋ฅ˜ (์†Œยท๋ผ์ง€๊ณ ๊ธฐ) - ์ˆ˜์ถœ์•ก: 191๋งŒ ๋‹ฌ๋Ÿฌ - ํŠน์ง•: ์ง€๋‚œํ•ด ์ฒซ ์ˆ˜์ถœ๊ธธ์ด ์—ด๋ฆฐ ์‹ฑ๊ฐ€ํฌ๋ฅด๊ฐ€ 161๋งŒ ๋‹ฌ๋Ÿฌ๋ฅผ ์†Œํ™”ํ•˜๋ฉฐ ์ƒˆ๋กœ์šด ์ตœ๋Œ€ ์ˆ˜์ถœ๊ตญ์œผ๋กœ ๊ธ‰๋ถ€์ƒ https://www.jibs.co.kr/news/articles/articlesDetail/62520
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NVIDIA, ๋งˆ๋”๋ณด๋“œ์— GPU๋ฅผ ์Šค์Šค๋กœ ์žฅ์ฐฉํ•˜๋„๋ก ํ•™์Šตํ•œ AI ๋กœ๋ด‡ ๊ณต๊ฐœ โ€” ๋กœ๋ด‡์ด ํ™€๋กœ GPU ์žฅ์ฐฉ๊ณผ ๊ฐ™์€ ๊ณ ์ •๋ฐ€ ์ž‘์—…์„ ํ•ด๊ฒฐํ•˜๋Š” ์˜์ƒ ์ œ์‹œ - tomshardware (by https://t.me/TNBfolio) - NVIDIA๋Š” ํ˜„์‹ค ์„ธ๊ณ„์—์„œ ๊ณ ์ •๋ฐ€ ์ž‘์—…๊ณผ ์ •๊ตํ•œ ์†์žฌ์ฃผ๋ฅผ ์Šค์Šค๋กœ ํ•™์Šตํ•  ์ˆ˜ ์žˆ๋Š” ์—์ด์ „ํŠธ ๋กœ๋ด‡ ๊ธฐ์ˆ ์ธ ENPIRE ํ”„๋กœ์ ํŠธ๋ฅผ ๋ฐœํ‘œํ–ˆ๋‹ค. - ๋กœ๋ด‡๋“ค์€ ๋งˆ๋”๋ณด๋“œ์— ๊ทธ๋ž˜ํ”ฝ ์นด๋“œ๋ฅผ ์žฅ์ฐฉํ•˜๊ณ , ์ปจํ…Œ์ด๋„ˆ์˜ ๊ธˆ์† ํ•€์„ ๋ถ„๋ฅ˜ํ•˜๋ฉฐ, ์ผ€์ด๋ธ” ํƒ€์ด๋ฅผ ๋ฌถ๊ณ  ์ ˆ๋‹จํ•˜๋Š” ์ž‘์—…์„ ์ˆ˜ํ–‰ํ–ˆ๋‹ค. - ENPIRE ํ”„๋ ˆ์ž„์›Œํฌ๋Š” ์ž๋™ ๋ฆฌ์…‹์„ ๋‹ด๋‹นํ•˜๋Š” ํ™˜๊ฒฝ ๋ชจ๋“ˆ๊ณผ ์ •์ฑ… ๊ฐœ์„ , ๋ณ‘๋ ฌ ํ‰๊ฐ€, ๋กœ๊ทธ ๋ถ„์„์„ ์ˆ˜ํ–‰ํ•˜๋Š” 4๊ฐœ์˜ ํ•ต์‹ฌ ๋ชจ๋“ˆ๋กœ ๊ตฌ์„ฑ๋œ๋‹ค. - ์ด๋ฒˆ ์—ฐ๊ตฌ์—์„œ๋Š” GPT-5.5 ๊ธฐ๋ฐ˜ Codex์™€ Opus 4.7 ๊ธฐ๋ฐ˜ Claude Code, Kimi K2.6 ๊ธฐ๋ฐ˜ Kimi Code ๋“ฑ ๋‹ค์–‘ํ•œ ์ฝ”๋”ฉ ์—์ด์ „ํŠธ์˜ ๋น„๊ต ํ…Œ์ŠคํŠธ๊ฐ€ ์ง„ํ–‰๋˜์—ˆ๋‹ค. - ์—ฐ๊ตฌ์ง„์€ ๋‹จ์ผ ๋กœ๋ด‡๋ณด๋‹ค 8๋Œ€์˜ ๋กœ๋ด‡์ด ๋ณ‘๋ ฌ๋กœ ํƒ์ƒ‰ํ•  ๋•Œ ์ˆ˜ํ–‰ ๊ณผ์ œ๋ฅผ ํ›จ์”ฌ ๋” ๋น ๋ฅด๊ฒŒ ํ•ด๊ฒฐํ•œ๋‹ค๋Š” ๊ฒฐ๋ก ์„ ๋„์ถœํ–ˆ๋‹ค. https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-reveals-ai-robots-that-taught-themselves-to-install-gpus-into-motherboards-video-shows-robot-solve-high-precision-tasks-like-installing-gpus-all-by-itself
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[๋‹จ๋…] Apple, ๋ฉ”๋ชจ๋ฆฌ ์นฉ ๋ถ€์กฑ์œผ๋กœ ์ œํ’ˆ ๊ฐ€๊ฒฉ ์ธ์ƒ ์˜ˆ์ • - ์›”์ŠคํŠธ๋ฆฌํŠธ์ €๋„ (by https://t.me/TNBfolio) - APPLE CEO ํŒ€ ์ฟก์€ ์ธ๊ณต์ง€๋Šฅ ๊ธฐ์—…๋“ค์˜ ์ˆ˜์š” ํญ์ฆ์œผ๋กœ ์ธํ•œ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ ์ €์žฅ์žฅ์น˜ ์นฉ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ์ œํ’ˆ ๊ฐ€๊ฒฉ ์ธ์ƒ์ด ๋ถˆ๊ฐ€ํ”ผํ•˜๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. - ์นฉ ๊ฐ€๊ฒฉ ์ƒ์Šน์„ ์†Œ๋น„์ž์—๊ฒŒ ์ „๊ฐ€ํ•  ๊ฒฝ์šฐ ์ฐจ์„ธ๋Œ€ iPhone Pro ๋ชจ๋ธ์˜ ๊ฐ€๊ฒฉ์€ ์•ฝ 270๋‹ฌ๋Ÿฌ ์ •๋„ ์ธ์ƒ๋  ๊ฒƒ์œผ๋กœ ์ถ”์ •๋œ๋‹ค. - ๊ตฌ๊ธ€, ๋งˆ์ดํฌ๋กœ์†Œํ”„ํŠธ, ๋ฉ”ํƒ€, ์•„๋งˆ์กด ๋“ฑ์ด ์ž๋ณธ ์ง€์ถœ์„ ๋Š˜๋ฆฌ๋ฉด์„œ DRAM๊ณผ NAND ํ”Œ๋ž˜์‹œ ๋ฉ”๋ชจ๋ฆฌ ๊ฐ€๊ฒฉ์€ ์ง€๋‚œํ•ด ์ดํ›„ 4๋ฐฐ๋‚˜ ๊ธ‰๋“ฑํ–ˆ๋‹ค. - ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ณต๊ธ‰์—…์ฒด๋“ค์ด AI ์„œ๋ฒ„์šฉ ๊ณ ๋Œ€์—ญํญ ๋ฉ”๋ชจ๋ฆฌ ์ƒ์‚ฐ์„ ์šฐ์„ ์‹œํ•จ์— ๋”ฐ๋ผ ์†Œ๋น„์ž ๊ฐ€์ „์šฉ ์›จ์ดํผ ๊ณต๊ธ‰์€ ์ˆ˜์š” ๋Œ€๋น„ ์ตœ๋Œ€ 15% ๋ถ€์กฑํ•  ์ „๋ง์ด๋‹ค. - ํŒ€ ์ฟก์€ ์ด๋ฒˆ ์›์ž์žฌ ๊ฐ€๊ฒฉ ๋ณ€๋™์„ 40๋…„ ๋งŒ์— ์ฒ˜์Œ ๋ณด๋Š” 100๋…„ ๋งŒ์˜ ํ™์ˆ˜์™€ ๊ฐ™์€ ์ƒํ™ฉ์ด๋ผ๊ณ  ํ‘œํ˜„ํ•˜๋ฉฐ ๊ณต๊ธ‰๋ง ํ™•๋ณด๋ฅผ ์œ„ํ•ด ํ˜„๊ธˆ ์ž์‚ฐ์„ ํ™œ์šฉํ•  ์šฉ์˜๊ฐ€ ์žˆ๋‹ค๊ณ  ๋ง๋ถ™์˜€๋‹ค. https://www.wsj.com/tech/apple-price-increases-memory-supply-199845b1?mod=rss_Technology
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๋ฏธ_์ด๋ž€_์–‘ํ•ด๊ฐ์„œ_์ข…์ „.html
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[๋‹จ๋…] ์ŠคํŽ˜์ด์Šค์—‘์Šค ์‹ค๋ฌด์ง„ ๋ฐฉํ•œํ•˜์—ฌ LG์ „์ž ๋ฐฉ๋ฌธ - ์•„์ด๋‰ด์Šค24 (by https://t.me/TNBfolio) - ์„ธ๊ณ„ ์ตœ๋Œ€ ๋ฏผ๊ฐ„ ์šฐ์ฃผ๊ธฐ์—…์ธ SPACEX ์‹ค๋ฌด์ง„์ด ์„œ์šธ ๊ฐ•์„œ๊ตฌ LG์‚ฌ์ด์–ธ์ŠคํŒŒํฌ ๋‚ด LG์ „์ž ์—ฐ๊ตฌ๋™์„ ๋ฐฉ๋ฌธํ–ˆ๋‹ค. - SPACEX ๊ด€๊ณ„์ž๋“ค์€ LG์ „์ž๊ฐ€ ์—ฐ๊ตฌ๊ฐœ๋ฐœํ•ด ์˜จ ์šฐ์ฃผ์šฉ ํ†ต์‹ ๋ชจ๋“ˆ ๊ด€๋ จ ๊ธฐ์ˆ  ๋“ฑ์„ ์‚ดํŽด๋ณธ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. - LG์ „์ž๋Š” ์˜ฌํ•ด ์˜ˆ์ •๋œ ๋ˆ„๋ฆฌํ˜ธ 5์ฐจ ๋ฐœ์‚ฌ์— ์ฐธ์—ฌํ•ด ์ง์ ‘ ๊ฐœ๋ฐœํ•œ ํ†ต์‹ ๋ชจ๋“ˆ์šฉ ์•ˆํ…Œ๋‚˜๋ฅผ ํƒ‘์žฌํ•  ์˜ˆ์ •์ด๋‹ค. - ์—…๊ณ„์—์„œ๋Š” SPACEX๊ฐ€ ๊ตญ๋‚ด ์ „์ž๊ธฐ์—… ์—ฐ๊ตฌ์‹œ์„ค์„ ์ง์ ‘ ๋ฐฉ๋ฌธํ•œ ๊ฒƒ์€ ๋งค์šฐ ์ด๋ก€์ ์ธ ์ผ๋กœ ํ‰๊ฐ€ํ•œ๋‹ค. - LG์ „์ž๋Š” SPACEX ์‹ค๋ฌด์ง„์˜ ๋ฐฉ๋ฌธ ์‚ฌ์‹ค์— ๋Œ€ํ•ด ํ™•์ธ์ด ์–ด๋ ต๋‹ค๋ฉฐ ๊ตฌ์ฒด์ ์ธ ๋‹ต๋ณ€์„ ์•„๊ผˆ๋‹ค. https://m.inews24.com/v/1977487
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[26๋…„ 6์›” 17์ผ ํ•œ๊ตญ ๋‰ด์Šค] 1. ์ด๋ž€ ํƒ€์Šค๋‹˜ ๋ธ”๋ฃธ๋ฒ„๊ทธ ๊ณต๊ฐœ ็พŽ ์ด๋ž€ MOU ๋ถ€์ •ํ™• ์ฃผ์žฅ 2. ๋„์ฟ„์ฆ์‹œ FOMC ์•ž๋‘๊ณ  ์ƒ์Šน ๋‹›์ผ€์ด ์ตœ๊ณ ์น˜ ๊ฒฝ์‹  3. ์ค‘๊ตญ์ฆ์‹œ ๋ฐ˜๋„์ฒด์ฃผ ๊ฐ•์„ธ ํž˜์ž…์–ด ์ƒ์Šน ๋งˆ๊ฐ 4. ์›ฐ๋ฑ์Šค ๋ฐธ๋ฅ˜์—… ๊ณต์‹œ 2030๋…„๊นŒ์ง€ 2600์–ต ํˆฌ์ž ๋ฐฐ๋‹น์„ฑํ–ฅ 10% 5. ํ•œ์€ ์ด์žฌ ๋‹จ๊ธฐ ์œ ๊ฐ€ ํ•˜๋ฝ ๋Œ€์‹  ๊ฒฝ์ œ ์ „์ฒด ๋ด์•ผ 6. ๊ธ€๋กœ๋ฒŒ ์ฃผ์‹ํ˜• ํŽ€๋“œ ์ž๊ธˆ ๋ฐ˜๋„์ฒด ํž˜์œผ๋กœ ํ•œ๊ตญ ์ˆœ์œ ์ž… 7. ํ•œ์€ IT์—…์ข… ์„ฑ๊ณผ๊ธ‰ ์ž”์น˜ ๋ฌผ๊ฐ€ ์ƒ๋ฐฉ์••๋ ฅ ๊ฐ€๋Šฅ์„ฑ ์ œ๊ธฐ 8. ์ฝ”์Šค์ฝค ETF 500์กฐ ์‹œ๋Œ€ ๋งž์•„ ETF์ฒดํฌ ์ ‘๊ทผ์„ฑ ํ™•๋Œ€ 9. ํ•œ์€ ์ด์žฌ ์ดˆ๊ณผ ์„ธ์ˆ˜ ํ•œ๊ตญ ๊ฒฝ์ œ ๋„์•ฝ ์ข‹์€ ๊ธฐํšŒ 10. ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ ์—ญ๋Œ€ ์ตœ๋Œ€ 3000์–ต์› ์ž์‚ฌ์ฃผ ๋งค์ž… ์†Œ๊ฐ 11. ์‹ ๊ทœ ๋Œ€ํ˜• ์›์ „ ๋ถ€์ง€ ์˜๋• ์ฒซ SMR ๋ถ€์‚ฐ ๊ธฐ์žฅ ์„ ์ • 12. ์‹ ๊ทœ ์›์ „ ํ›„๋ณด์ง€ ๋Œ€ํ˜•์›์ „ ์˜๋• SMR ๊ธฐ์žฅ ํ™•์ • 13. ์‚ผ์„ฑSDS ํ”ผ์ง€์ปฌ AI ์กฐ์ง ํ™•๋Œ€ KT ์ถœ์‹  ๋ฐฐ์ˆœ๋ฏผ ํ•ฉ๋ฅ˜ 14. KT ํ•œ๊ตญํ˜• ์˜คํ”ˆํด๋กœ ๊ฐœ๋ฐœ ๋‹ค์Œ ๋‹ฌ ์‚ฌ๋‚ด ์‹œ๋ฒ” ์šด์˜ 15. TSMC ์œ ๋ฆฌ๊ธฐํŒ ํ˜‘๋ ฅ ์œ„ํ•ด ๊ฒ€์‚ฌ ๊ธฐ์ˆ  ๊ธฐ์—… ํ…Œํฌ๋ฐธ๋ฆฌ ๋ฐฉ๋ฌธ 16. BYD ๊ตฌ๊ธ€ AMD TSMC ๋ณ‘๋ชฉ์— ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ ํƒ€์ง„ 17. ํ…Œํฌ์œ™ HBM์šฉ ํ๋ธŒ ํ”„๋กœ๋ฒ„ SKํ•˜์ด๋‹‰์Šค ์ฒซ ์ˆ˜์ฃผ 18. ๊ฐ€์˜จ๋กœ๋ณดํ‹ฑ์Šค ํ˜„๋Œ€์ฐจ ๋ชจ๋ฒ ๋“œ ์ฒซ ์ˆ˜์ฃผ ๋กœ๋ด‡ ๊ด€์ œ ๊ณต๊ธ‰ 19. ์œจ์ดŒํ™”ํ•™ ๋ผ๋ฉด ๋ด‰์ง€ ๋Œ€์‹  ๋ฐฐํ„ฐ๋ฆฌ ํŒŒ์šฐ์น˜ ์ƒ์‚ฐ 2๋ฐฐ ํ™•๋Œ€ 20. K๋ฐฐํ„ฐ๋ฆฌ ๋ฏธ๋ž˜ ํˆฌ์ž ๋ฒ ํŒ… ์‚ผ์„ฑSDI ํ™€๋กœ ๊ฐ€๋™๋ฅ  ๋ฐ˜๋“ฑ 21. LFP ์–‘๊ทน์žฌ ์ง€๋‚œํ•ด ์ถœํ•˜๋Ÿ‰ 72% ์‚ผ์›๊ณ„ ์ œ์น˜๊ณ  ์ฃผ๋„ 22. ํ˜„๋Œ€์ฐจ ๊ธฐ์•„ ๋ฒ ํŠธ๋‚จ์„œ 3๋…„์งธ ํŒ๋งค ๋‚ด๋ฆฌ๋ง‰ ์œ„๊ธฐ 23. ์—ฐ์ƒํ˜ธ ๊ตฐ์ฒด 520๋งŒ ๋ŒํŒŒ ์‡ผ๋ฐ•์Šค ์ƒ๋ฐ˜๊ธฐ 4์—ฐํƒ€ ํฅํ–‰ 24. ์ƒคํŽ˜๋ก  ์•„ํ† ํ”ผ ์น˜๋ฃŒ์ œ ๋ˆ„๊ฒ” ๊ธ€๋กœ๋ฒŒ ๊ธฐ์ˆ ์ด์ „ ํ˜‘์ƒ ์ง„ํ–‰ 25. ์—์Šค๋ฐ”์ด์˜ค๋ฉ”๋”•์Šค ๋ฐ”์ด์˜ค USA ์ฐธ๊ฐ€ TED-A9 ์ž„์ƒ ์ถ”์ง„ 26. ์ธ๋ฒคํ‹ฐ์ง€๋žฉ ๋ฐ”์ด์˜คUSA ์ฐธ๊ฐ€ ๋น„๋งŒ์น˜๋ฃŒ์ œ ํ”Œ๋žซํผ ํ˜‘๋ ฅ ๋…ผ์˜ 27. ๋Œ์•„์˜จ ์ค‘๊ตญ์ธ ํšจ๊ณผ ์™ธ๊ตญ์ธ ์†Œ๋น„ ์ฒซ 2ๅ…† ๋ŒํŒŒ 28. ์ผ๋ณธ์„œ ํ•œ๊ตญ์‚ฐ ์„ ํฌ๋ฆผ ๋ถˆํ‹ฐ K-๋ทฐํ‹ฐ ์ธ๊ธฐ ์ง€์† 29. ์šฐ์œ  ์„ญ์ทจ ์‹ ์žฅ ๊ฒฐ์„ ๋ฐœ์ƒ ์œ„ํ—˜ ๋‚ฎ์ถ˜๋‹ค ์—ฐ๊ตฌ ๊ฒฐ๊ณผ 30. ํ•œํ™” KAI ํ’ˆ๊ณ  ์šฐ์ฃผํ•ญ๊ณต ์žฌํŽธ ํ•œ๊ตญํŒ ์ŠคํŽ˜์ด์ŠคX ์‹œ๋™ https://naver.me/xG0k2u8C (์ „๋ฌธ์€ ๋งํฌ ์ฐธ์กฐ)
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