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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 23 629 subscribers, ranking 5 338 in the Economy & Finance category and 153 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 23 629 subscribers.

According to the latest data from 09 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 828 over the last 30 days and by 29 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 25.75%. Within the first 24 hours after publication, content typically collects 22.67% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 6 079 views. Within the first day, a publication typically gains 5 354 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 10 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.

23 629
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Posts Archive
TNBfolio
23 629
ํŠธ๋Ÿผํ”„, ์ˆ˜๋…„ ๋งŒ์— ์ตœ๊ณ ์น˜ ๊ธฐ๋กํ•œ ๋ฌผ๊ฐ€ ์ง€ํ‘œ ๋ฐœํ‘œ ํ›„ ์ธํ”Œ๋ ˆ์ด์…˜ ์‚ฌ๋ž‘ํ•œ๋‹ค๊ณ  ์„ ์–ธ - ๋” ์ธ๋””ํŽœ๋˜ํŠธ (by https://t.me/TNBfolio) - ๋ฏธ๊ตญ์˜ 5์›” ์†Œ๋น„์ž๋ฌผ๊ฐ€์ง€์ˆ˜๊ฐ€ ์ด๋ž€ ์ „์Ÿ์œผ๋กœ ์ธํ•œ ์—๋„ˆ์ง€ ๋น„์šฉ ์ƒ์Šน ์—ฌํŒŒ๋กœ ์ „๋…„ ๋Œ€๋น„ 4.2% ์ƒ์Šนํ•˜๋ฉฐ 3๋…„ ๋งŒ์— ์ฒ˜์Œ์œผ๋กœ 4%๋ฅผ ๋ŒํŒŒํ–ˆ๋‹ค. - Donald Trump ๋ฏธ๊ตญ ๋Œ€ํ†ต๋ น์€ ์ธํ”Œ๋ ˆ์ด์…˜ ์ˆ˜์น˜๊ฐ€ ํ›Œ๋ฅญํ•˜๋ฉฐ ์ž์‹ ์€ ์ธํ”Œ๋ ˆ์ด์…˜์„ ์‚ฌ๋ž‘ํ•œ๋‹ค๋Š” ๊ธฐ๊ดดํ•œ ๋ฐœ์–ธ์„ ๋‚จ๊ฒผ๋‹ค. - ์ด๋ฒˆ ๋ฌผ๊ฐ€ ์ƒ์Šน์œผ๋กœ ํœ˜๋ฐœ์œ  ๊ฐ€๊ฒฉ์ด ์ „์›” ๋Œ€๋น„ 7% ๊ธ‰๋“ฑํ•ด ์ „๊ตญ ํ‰๊ท  ์œ ๊ฐ€๊ฐ€ 4.15๋‹ฌ๋Ÿฌ์— ๋‹ฌํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ์‹๋ฃŒํ’ˆ ๊ฐ€๊ฒฉ๋„ ํฌ๊ฒŒ ์˜ฌ๋ž๋‹ค. - ๋ฏธ๊ตญ ์†Œ๋น„์ž ์‹ฌ๋ฆฌ์ง€์ˆ˜๋Š” ์ง€๋‚œ 4์›” ์‚ฌ์ƒ ์ตœ์ €์น˜๋กœ ๋–จ์–ด์กŒ์œผ๋ฉฐ, ๊ตญ๋ฏผ์˜ 63%๊ฐ€ Donald Trump ๋Œ€ํ†ต๋ น์˜ ๊ฒฝ์ œ ์ •์ฑ… ์šด์˜ ๋ฐฉ์‹์„ ๋ถ€์ •์ ์œผ๋กœ ํ‰๊ฐ€ํ–ˆ๋‹ค. - ๋ฏธ๊ตญ์ด ์ด๋ž€์— ๋Œ€ํ•œ ์ถ”๊ฐ€ ๊ณต๊ฒฉ์„ ๊ฐํ–‰ํ•˜๋ฉด์„œ ๊ตญ์ œ ์œ ๊ฐ€๊ฐ€ ๋ฐฐ๋Ÿด๋‹น 91๋‹ฌ๋Ÿฌ๋ฅผ ๋ŒํŒŒํ•จ์— ๋”ฐ๋ผ ํ–ฅํ›„ ๊ณ ๋ฌผ๊ฐ€ ๊ธฐ์กฐ๊ฐ€ ์ง€์†๋  ์šฐ๋ ค๊ฐ€ ์ปค์กŒ๋‹ค. https://finance.yahoo.com/markets/stocks/articles/3-reasons-sell-aci-1-153728829.html

TNBfolio
23 629
์„œ๋ธŒํ”„๋ผ์ž„ ์ž๋™์ฐจ ๋”œ๋Ÿฌ America's Car-Mart Inc/TX, ๊ตฌ์ œ ๊ธˆ์œต ๋ชจ์ƒ‰ - ๋ธ”๋ฃธ๋ฒ„๊ทธ (by https://t.me/TNBfolio) - ์ค‘๊ณ ์ฐจ ํŒ๋งค ๋ฐ ์„œ๋ธŒํ”„๋ผ์ž„ ๋Œ€์ถœ ๊ธฐ์—…์ธ America's Car-Mart Inc/TX๊ฐ€ ํ˜„๊ธˆ ๋ถ€์กฑ์œผ๋กœ ์ธํ•œ ๋””ํดํŠธ ์œ„๊ธฐ์™€ ํŒŒ์‚ฐ ์‹ ์ฒญ์„ ๋ง‰๊ธฐ ์œ„ํ•ด ๋งˆ์ง€๋ง‰ ์ˆœ๊ฐ„์˜ ์ž๊ธˆ ์กฐ๋‹ฌ์„ ์ถ”์ง„ ์ค‘์ด๋‹ค. - ์ด ํšŒ์‚ฌ์˜ ์ฃผ๊ฐ„์‚ฌ์ธ Houlihan Lokey Inc๋Š” ์œ ๋™์„ฑ ๋ถ€์กฑ์„ ๋ฉ”์šฐ๊ณ  ๊ธฐ์กด ๋Œ€์ถœ๊ธฐ๊ด€์— ์ฑ„๋ฌด๋ฅผ ์ƒํ™˜ํ•˜๊ธฐ ์œ„ํ•ด ์ตœ์†Œ 5์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์‹ ๊ทœ ์ž๊ธˆ์„ ์ œ๊ณตํ•  ํˆฌ์ž์ž๋ฅผ ์ฐพ๊ณ  ์žˆ๋‹ค. - America's Car-Mart Inc/TX๋Š” ๋ถ€์ฑ„ ๋ฌธ์„œ์ƒ ๊ณ„์•ฝ ์œ„๋ฐ˜์ด ์˜ˆ์ƒ๋จ์— ๋”ฐ๋ผ ๋Œ€์ถœ๊ธฐ๊ด€๊ณผ 6์›” 12์ผ๊นŒ์ง€ ์œ ์˜ˆ ๊ธฐ๊ฐ„์„ ์—ฐ์žฅ๋ฐ›์•˜์œผ๋ฉฐ, ์ด์™€ ๋ณ„๋„๋กœ ์ž ์žฌ์ ์ธ ์—ฐ๋ฐฉํŒŒ์‚ฐ๋ฒ• ์ œ11์กฐ(Chapter 11) ํŒŒ์‚ฐ ์‹ ์ฒญ์„ ์œ„ํ•œ ๊ธฐ์ดˆ ์ž‘์—…์„ ์‹œ์ž‘ํ–ˆ๋‹ค. - ๊ณ ์ธํ”Œ๋ ˆ์ด์…˜๊ณผ ๊ณ ๊ธˆ๋ฆฌ๋กœ ์ธํ•ด ์ €์‹ ์šฉ ์†Œ๋น„์ž๋“ค์˜ ๋ถ€์ฑ„ ์ƒํ™˜ ๋Šฅ๋ ฅ์ด ์•ฝํ™”๋˜๋ฉด์„œ ์„œ๋ธŒํ”„๋ผ์ž„ ์ž๋™์ฐจ ๊ธˆ์œต ์‹œ์žฅ์˜ ์—ฐ์ฒด์œจ์ด ์—ญ์‚ฌ์  ์ตœ๊ณ ์น˜์ธ 6% ์ˆ˜์ค€์— ๋„๋‹ฌํ•˜๋Š” ๋“ฑ ์—…๊ณ„ ์ „๋ฐ˜์ด ํ˜น๋…ํ•œ ์‹œ์žฅ ํ™˜๊ฒฝ์— ์ง๋ฉดํ•ด ์žˆ๋‹ค. - America's Car-Mart Inc/TX์˜ ์ฃผ๊ฐ€๋Š” ํŒฌ๋ฐ๋ฏน ์งํ›„ ์ตœ๊ณ ์ ์ธ 152๋‹ฌ๋Ÿฌ์„ ์—์„œ 96% ํญ๋ฝํ•˜๋ฉฐ 2002๋…„ ์ดํ›„ ์ตœ์ € ์ˆ˜์ค€์„ ๊ธฐ๋กํ•˜๊ณ  ์žˆ๋‹ค. https://www.bloomberg.com/news/articles/2026-06-10/subprime-auto-dealer-america-s-car-mart-seeks-rescue-financing

TNBfolio
23 629
[26๋…„ 6์›” 10์ผ ํ•œ๊ตญ ๋‰ด์Šค] 1. ็พŽ ์—ฐ์ค€ ๋‚ด๋ถ€์„œ ๋ฌผ๊ฐ€ ์šฐ๋ ค์— ๊ธˆ๋ฆฌ ์ธ์ƒ๋ก  ๋ถ€์ƒ 2. ๋‹›์ผ€์ด ์ง€์ˆ˜ ์ง€์ •ํ•™์  ์šฐ๋ ค๋กœ 64,000์„  ํ›„ํ‡ด ๋งˆ๊ฐ 3. ์ค‘๊ตญ ์ฆ์‹œ ์ค‘๋™ ๊ธด์žฅ ๊ณ ์กฐ ์˜ํ–ฅ์œผ๋กœ ํ•˜๋ฝ ๋งˆ๊ฐ 4. ์ผ๋ณธ ์ฆ์‹œ ็พŽ ๊ธฐ์ˆ ์ฃผ ์•ฝ์„ธ์™€ ์ค‘๋™ ๊ธด์žฅ์œผ๋กœ ํ•˜๋ฝ 5. ไธญ ์ฆ์‹œ ์ค‘๋™ ๊ธด์žฅ ๊ณ ์กฐ๋กœ ๋ฐ˜๋ฝํ•˜๋ฉฐ ์ฐฝ์—…ํŒ ํ•˜๋ฝ 6. ํ™์ฝฉ ์ฆ์‹œ ็พŽ ์ด๋ž€ ๊ตฐ์‚ฌ์ถฉ๋Œ ๊ฒฉํ™”๋กœ ์—ฟ์ƒˆ์งธ ์†๋ฝ 7. ์ด์–ต์› ์˜ฌํ•ด ์•ˆ์— ๊ธˆ์œต์‚ฌ ๋ง๋ถ„๋ฆฌ ๊ทœ์ œ ์ „๋ฉด ํ•ด์ œ 8. ๊ธˆ์œต์œ„์™€ 5๋Œ€ ๊ธˆ์œต์ง€์ฃผ AI ๋ณด์•ˆ ์œ„ํ˜‘ ๊ณต๋™ ๋Œ€์‘ 9. ์—ฌ์ „์ฑ„ ๊ณ ๊ณตํ–‰์ง„์œผ๋กœ ์„œ๋ฏผ ๊ธ‰์ „ ๋ฐ ์ฐจ ํ• ๋ถ€ ๋น„์ƒ 10. ์ฝ”์Šคํ”ผ 8000 ๋ถ•๊ดด์—๋„ ๋นšํˆฌ ์ž๊ธˆ์€ ๋˜๋ ˆ ์ฆ๊ฐ€ 11. ์ฝ”์Šคํ”ผ ํ’‹์˜ต์…˜ ๊ธ‰์ฆํ•˜๋ฉฐ ๊ณผ๊ฑฐ ํญ๋ฝ์žฅ ์ˆ˜์ค€ ์œก๋ฐ• 12. ์šฐ์ฃผํ•ญ๊ณต ETF ์—ดํ’ ์† ๋ณ€๋™์„ฑ ๊ฒฝ๊ณ ๋“ฑ ์ ๋“ฑ 13. ์ •๋ถ€ ์ธํ„ฐ๋„ท ๋ถ€๋™์‚ฐ ์ข…ํ•ฉ๋Œ€์ฑ… ์‚ฌ์‹ค๋ฌด๊ทผ ์ˆ˜์‚ฌ ์˜๋ขฐ 14. ้Ÿ“ ์ธ๋„์™€ ์ดํƒˆ๋ฆฌ์•„ ์ œ์น˜๊ณ  ๊ณผํ•™ ๊ฐ•๊ตญ 7์œ„ ์•ˆ์ฐฉ 15. ๋„ค์ด๋ฒ„๋žฉ์Šค ์—์ด์ „ํŠธํ™” AI ๋‹ค์Œ ๋‹จ๊ณ„๋Š” ํ”ผ์ง€์ปฌ AI 16. ๋Œ€๋งŒ AI์นฉ ๋Œ€์ค‘๊ตญ ์ˆ˜์ถœ ์ „๋ฉด ํ†ต์ œ ๊ฐ•ํ™” ๊ฒ€ํ†  17. ํŒŒ๋ฏธ์…€ ์—”๋น„๋””์•„ AI ์„œ๋ฒ„์šฉ ์†Œ์žฌ ๋‘์‚ฐ ๋…์  ๊ณต๊ธ‰ 18. ์ตœํƒœ์› ํšŒ์žฅ ์ƒˆ ๋ฐ˜๋„์ฒด ๊ณต์žฅ ์ž…์ง€ ์ข…ํ•ฉ์  ๊ฒฐ์ • 19. SKํ•˜์ด๋‹‰์Šค 8์›” ็พŽ ์ฆ์‹œ ์ž…์„ฑ์œผ๋กœ 21์กฐ์› ์žฅ์ „ 20. ์  ์Šจ ํ™ฉ ์„ ๋ฌผ๋กœ ํฌํ„ธ์ฃผ ์ •์ฒด๋ก  ํ„ธ์–ด๋‚ธ ๋„ค์ด๋ฒ„ 21. ์ฝ”์Šค๋‹ฅ ๋ฐ˜๋„์ฒด ์žฅ๋น„์ฃผ ์ƒ์Šน ์† ํ”ผ์—์Šค์ผ€์ด ์ฃผ๋ชฉ 22. ํ”ผ์ง€์ปฌ AI ํผ์ฆ 6G๋กœ ๋กœ๋ด‡ ๋ฐ˜์‘์‹œ๊ฐ„ ๋‹จ์ถ• 23. ์—์ด๋‹ท๋ณด๋‹ค ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ค‘์‹ฌ ๋‹ฌ๋ผ์ง„ SKT AI ์ „๋žต 24. ์„ธ๋ฏธํŒŒ์ด๋ธŒ ASIC ํšŒ์‚ฌ๋กœ์„œ ์˜ฌํ•ด ๋งค์ถœ ๋ชฉํ‘œ ์žฌํ™•์ธ 25. ์ค‘๊ตญ CXMT ์ƒ์žฅ ์ž„๋ฐ•์œผ๋กœ ๋ฐ˜๋„์ฒด ํŒ๋„ ๋ณ€ํ™” ์˜ˆ๊ณ  26. ๊ฐ•์Šคํ…œ๋ฐ”์ด์˜คํ… ์˜ค์Šค์นด 2a์ƒ ํ†ฑ๋ผ์ธ ๋ฐ FDA ์ „๋žต 27. ์˜ฅ์Šคํผ๋“œ์™€ ๋ชจ๋”๋‚˜ ์•” ์˜ˆ๋ฐฉ ๋ฐฑ์‹  ์˜ฌ์—ฌ๋ฆ„ ์ฒซ ์ž„์ƒ 28. ๊ตญ์‚ฐ ๋น„๋งŒ์น˜๋ฃŒ์ œ ํ•ด์™ธ ์‹œ์žฅ์—์„œ ๊ธ์ •์  ์ž„์ƒํ‰๊ฐ€ 29. K์ œ์•ฝ๋ฐ”์ด์˜ค ADA์„œ ์ฐจ์„ธ๋Œ€ ๋น„๋งŒ์น˜๋ฃŒ์ œ ๊ฒฝ์Ÿ๋ ฅ ๊ณผ์‹œ 30. SKT ์•คํŠธ๋กœํ”ฝ ์ถ”๊ฐ€ ํˆฌ์ž๋กœ ์ธํ”„๋ผ ๋ฐ ๋ณด์•ˆ ํ˜‘๋ ฅ 31. ๋ถ๊ทนํ•ญ๋กœ ๊ฐœ์ฒ™์€ ๋ฌผ๋ฅ˜ ์กฐ์„  ๊ธˆ์œต ์œต๋ณตํ•ฉ ๋ฐœ์ „ ๊ธฐํšŒ https://naver.me/F4WIPQrf (์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)

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[๋‹จ๋…] SpaceX IPO์— ์ค‘๋™ ๊ตญ๋ถ€ํŽ€๋“œ ์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์ฃผ๋ฌธ ์ง‘์ค‘ - Bloomberg (by https://t.me/TNBfolio) - SpaceX์˜ ๊ธฐ์—…๊ณต๊ฐœ(IPO)์— ์‚ฌ์šฐ๋””์•„๋ผ๋น„์•„ PIF์™€ ์ฟ ์›จ์ดํŠธ KIA ๋“ฑ ์ค‘๋™ ๊ตญ๋ถ€ํŽ€๋“œ๋“ค์ด ๊ฐ๊ฐ 10์–ต์—์„œ 50์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์ฃผ์‹ ๋งค์ˆ˜ ์ฃผ๋ฌธ์„ ์ œ์ถœํ–ˆ๋‹ค. - ์นดํƒ€๋ฅด QIA ์—ญ์‹œ ์ด๋ฒˆ ๊ณต๋ชจ์— ์ƒ๋‹นํ•œ ๊ธˆ์•ก์„ ํˆฌ์žํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ ๊ธฐ์กด์— ํˆฌ์žํ–ˆ๋˜ ์ค‘๋™ ๊ธฐ๊ด€๋“ค์€ Elon Musk์˜ ๊ธฐ์—… ๊ฐ€์น˜ ๋ชฉํ‘œ์ธ 1์กฐ 8์ฒœ์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ํฐ ์žฅ๋ถ€์ƒ ์ด์ต์„ ๊ธฐ๋ก ์ค‘์ด๋‹ค. - ์ด๋ฒˆ ์ค‘๋™ ์ž๊ธˆ์˜ ๋Œ€๊ทœ๋ชจ ์œ ์ž…์€ ๊ธ€๋กœ๋ฒŒ ๊ธฐ๊ด€ ํˆฌ์ž์ž๋“ค์˜ ์ฃผ๋ฌธ์ด ๊ณต๋ชจ ๋ฌผ๋Ÿ‰์„ ์ดˆ๊ณผํ•˜๋Š” ๋“ฑ ์ „ ์„ธ๊ณ„์ ์ธ ํˆฌ์ž ์—ดํ’์˜ ์ผํ™˜์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค. - ์ค‘๋™ ๊ตญ๊ฐ€๋“ค์€ ์ตœ๊ทผ ์ด๋ž€๊ณผ์˜ ์ „์Ÿ ์œ„ํ˜‘ ์†์—์„œ๋„ ์Šคํƒ€ํŠธ์—…, ์นฉ ์ธํ”„๋ผ, ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋“ฑ ์ธ๊ณต์ง€๋Šฅ(AI) ๋ถ„์•ผ์— ์ˆ˜์‹ญ์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ์ง€์†์ ์œผ๋กœ ํˆฌ์žํ•ด์™”๋‹ค. - SpaceX๋Š” ์ฃผ๋‹น 135๋‹ฌ๋Ÿฌ์— 5์–ต 5,560๋งŒ ์ฃผ๋ฅผ ๊ณต๋ชจํ•˜์—ฌ ์•ฝ 750์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ์กฐ๋‹ฌํ•  ์˜ˆ์ •์ด๋ฉฐ ์ด๋Š” ์—ญ์‚ฌ์ƒ ์ตœ๋Œ€ ๊ทœ๋ชจ์˜ IPO๊ฐ€ ๋  ์ „๋ง์ด๋‹ค. https://www.bloomberg.com/news/articles/2026-06-10/spacex-ipo-draws-billions-in-orders-from-middle-eastern-funds

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์ฝ”์Šค๋‹ฅ ์‹ ์šฉ์ž”๊ณ 
์ฝ”์Šค๋‹ฅ ์‹ ์šฉ์ž”๊ณ 

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์ฝ”์Šคํ”ผ ์‹ ์šฉ์ž”๊ณ 
์ฝ”์Šคํ”ผ ์‹ ์šฉ์ž”๊ณ 

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6์›”10์ผ_์žฅ๋งˆ๊ฐ์ „_๋‰ด์Šค.html0.18 KB

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โ–ถ๏ธ TSMC(๋Œ€๋งŒ ํŒŒ์šด๋“œ๋ฆฌ) ๋งค์ถœ์•ก - 26๋…„06์›”: 416,975 NT$M - ์ตœ๊ทผ ๋งค์ถœ์•ก ์ถ”์ด 26๋…„05์›”: 410,730 NT$M (28.1% YoY) (0.0% MoM) 26๋…„04์›”: 410,726 NT$M (17.
โ–ถ๏ธ TSMC(๋Œ€๋งŒ ํŒŒ์šด๋“œ๋ฆฌ) ๋งค์ถœ์•ก - 26๋…„06์›”: 416,975 NT$M - ์ตœ๊ทผ ๋งค์ถœ์•ก ์ถ”์ด 26๋…„05์›”: 410,730 NT$M (28.1% YoY) (0.0% MoM) 26๋…„04์›”: 410,726 NT$M (17.5% YoY) (-1.1% MoM) 26๋…„03์›”: 415,191 NT$M (45.2% YoY) (30.7% MoM) 26๋…„02์›”: 317,657 NT$M (22.2% YoY) (-20.8% MoM) 26๋…„01์›”: 401,255 NT$M (36.8% YoY) (19.8% MoM) 25๋…„12์›”: 335,000 NT$M (20.4% YoY) (-2.5% MoM) 25๋…„11์›”: 343,614 NT$M (24.5% YoY) (-6.5% MoM) 25๋…„10์›”: 367,473 NT$M (16.9% YoY) (11.0% MoM) 25๋…„09์›”: 330,980 NT$M (31.4% YoY) (-1.4% MoM) 25๋…„08์›”: 335,772 NT$M (33.8% YoY) (3.9% MoM) 25๋…„07์›”: 323,166 NT$M (25.8% YoY) (22.5% MoM) 25๋…„06์›”: 263,709 NT$M (26.9% YoY) (-17.7% MoM) 25๋…„05์›”: 320,516 NT$M (39.6% YoY) (-8.3% MoM) 25๋…„04์›”: 349,567 NT$M (48.1% YoY) (22.2% MoM) 25๋…„03์›”: 285,957 NT$M (46.5% YoY) (10.0% MoM) 25๋…„02์›”: 260,009 NT$M (43.1% YoY) (-11.3% MoM) 25๋…„01์›”: 293,288 NT$M (35.9% YoY) (5.4% MoM)

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๋ฏธ๊ตญ ๋ณด๋ณต ๊ณต์Šต์— ์ด๋ž€, ์š”๋ฅด๋‹จ ๋ฐ ๊ฑธํ”„๋งŒ ๋ฏธ๊ตฐ ๊ธฐ์ง€ ๊ณต๊ฒฉ์œผ๋กœ ๋งž๋Œ€์‘ - ๋กœ์ดํ„ฐ (by https://t.me/TNBfolio) - ์ด๋ž€ ํ˜๋ช…์ˆ˜๋น„๋Œ€๋Š” ๋ฏธ๊ตญ์˜ ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘ ๊ณต์Šต์— ๋Œ€ํ•œ ๋ณด๋ณต์œผ๋กœ ์š”๋ฅด๋‹จ ์ฃผ๋‘” ๋ฏธ๊ตฐ ๊ธฐ์ง€์™€ ๊ฑธํ”„ ์ง€์—ญ์˜ 21๊ฐœ ๋ชฉํ‘œ๋ฌผ์„ ๊ณต๊ฒฉํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. - ์ด๋ฒˆ ์ถฉ๋Œ์€ ํ™”์š”์ผ ์ด๋ž€ ๋“œ๋ก ์— ์˜ํ•ด ๋ฏธ๊ตญ Apache ํ—ฌ๋ฆฌ์ฝฅํ„ฐ๊ฐ€ ๊ฒฉ์ถ”๋˜์ž Donald Trump ๋Œ€ํ†ต๋ น์˜ ์ง€์กฐ ์•„๋ž˜ ๋ฏธ๊ตฐ์ด ์ด๋ž€ ๋ฐฉ๊ณต๋ง์„ ์„ ์ œ ํƒ€๊ฒฉํ•˜๋ฉด์„œ ์ด‰๋ฐœ๋˜์—ˆ๋‹ค. - ์ด๋ž€์€ ์š”๋ฅด๋‹จ์˜ ์•Œ ์•„์ฆˆ๋ผํฌ ๊ธฐ์ง€์— ์žฅ๊ฑฐ๋ฆฌ ๋ฏธ์‚ฌ์ผ์„ ๋ฐœ์‚ฌํ•˜๊ณ  ์ฟ ์›จ์ดํŠธ์˜ ์•Œ๋ฆฌ ์•Œ ์‚ด๋ ˜ ๊ธฐ์ง€์™€ ๋ฐ”๋ ˆ์ธ์˜ ๋ฏธ ํ•ด๊ตฐ ์ œ5ํ•จ๋Œ€๋ฅผ ๋“œ๋ก ์œผ๋กœ ๊ณต๊ฒฉํ–ˆ๋‹ค. - ๋ฏธ๊ตญ ๊ด€๋ฆฌ์— ๋”ฐ๋ฅด๋ฉด ์ด๋ž€์ด ๋ฐœ์‚ฌํ•œ ๋ฏธ์‚ฌ์ผ๊ณผ ๋“œ๋ก ์€ ๋Œ€๋ถ€๋ถ„ ๊ฒฉ์ถ”๋˜์—ˆ์œผ๋ฉฐ ํ˜„์žฌ๊นŒ์ง€ ๋ฏธ๊ตฐ ์ธ๋ช… ํ”ผํ•ด๋‚˜ ๊ธฐ์ง€ ํŒŒ๊ดด ๋ณด๊ณ ๋Š” ์—†๋Š” ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋œ๋‹ค. - ์ด๋ฒˆ ๊ตฐ์‚ฌ์  ์—์Šค์ปฌ๋ ˆ์ด์…˜์€ ์ง€๋‚œ 4์›” ์ฒด๊ฒฐ๋œ ์ทจ์•ฝํ•œ ํœด์ „ ์ฒด์ œ๋ฅผ ์œ„ํ˜‘ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ „์Ÿ ์ข…์‹์„ ์œ„ํ•œ ํ‰ํ™” ํ˜‘์ƒ ์ „๋ง์— ์–ด๋‘์šด ๊ทธ๋ฆผ์ž๋ฅผ ๋“œ๋ฆฌ์šฐ๊ณ  ์žˆ๋‹ค. https://www.reuters.com/world/middle-east/iran-targets-us-bases-jordan-gulf-after-trump-orders-strikes-near-hormuz-2026-06-10/

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SoftBank์˜ OpenAI ์ง€๋ถ„ ๋‹ด๋ณด 60์–ต ๋‹ฌ๋Ÿฌ ๋Œ€์ถœ ํ˜‘์ƒ ๊ต์ฐฉ - ๋ธ”๋ฃธ๋ฒ„๊ทธ (by https://t.me/TNBfolio) - SoftBank Group Corp.์ด OpenAI stake๋ฅผ ๋‹ด๋ณด๋กœ ์ตœ์†Œ 60์–ต ๋‹ฌ๋Ÿฌ๋ฅผ ์กฐ๋‹ฌํ•˜๋ ค๋˜ ๋งˆ์ง„๋ก  ํ˜‘์ƒ์ด ์ž ์ • ์ค‘๋‹จ๋˜์—ˆ๋‹ค. - ์ด๋ฒˆ ํ˜‘์ƒ ์ค‘๋‹จ์€ SoftBank Group Corp.์ด ๋Œ€์ถœ ๋ชฉํ‘œ์•ก์„ ๊ธฐ์กด 100์–ต ๋‹ฌ๋Ÿฌ์—์„œ 60์–ต ๋‹ฌ๋Ÿฌ๋กœ ์ถ•์†Œํ•œ ์ง€ ๋ช‡ ์ฃผ ๋งŒ์— ๋ฐœ์ƒํ–ˆ๋‹ค. - SoftBank Group Corp.์€ ์ž๊ธˆ ์กฐ๋‹ฌ์„ ์œ„ํ•ด ๋‹ค๋ฅธ ๋Œ€์•ˆ๋“ค์„ ๊ฒ€ํ†  ์ค‘์ด๋ฉฐ ํ–ฅํ›„ ๋งˆ์ง„๋ก  ํ˜‘์ƒ์„ ๋‹ค์‹œ ์ง„ํ–‰ํ•  ๊ฐ€๋Šฅ์„ฑ๋„ ์—ด์–ด๋‘๊ณ  ์žˆ๋‹ค. - ์ตœ๊ทผ OpenAI Foundation์ด ๋ฏธ๊ตญ ์ฆ์‹œ ๊ธฐ์—…๊ณต๊ฐœ(IPO)๋ฅผ ๋น„๋ฐ€๋ฆฌ์— ์‹ ์ฒญํ•˜๋ฉด์„œ ์ฑ„๊ถŒ๋‹จ ๋‚ด๋ถ€์—์„œ ๊ธ์ •์ ์ธ ๊ธฐ๋ฅ˜๊ฐ€ ํ๋ฅด๊ธฐ๋„ ํ–ˆ์œผ๋‚˜ ์ตœ์ข… ํ•ฉ์˜์—๋Š” ์ด๋ฅด์ง€ ๋ชปํ–ˆ๋‹ค. - ์ด๋ฒˆ ์กฐ๋‹ฌ ์‹œ๋„๋Š” SoftBank Group Corp.์ด OpenAI Foundation์— ํˆฌ์žํ•˜๊ธฐ ์œ„ํ•ด ์กฐ๋‹ฌํ•œ 400์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ๋ธŒ๋ฆฟ์ง€๋ก ์˜ 2027๋…„ ๋งŒ๊ธฐ๋ฅผ ์•ž๋‘๊ณ  ์ถ”์ง„๋˜์—ˆ๋‹ค. https://www.bloomberg.com/news/articles/2026-06-10/softbank-s-attempt-to-get-6-billion-openai-margin-loan-stalls

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OpenAI, Nvidia ํ›„์›์œผ๋กœ ์˜คํ•˜์ด์˜ค ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋ฆฌ์Šค ๊ฒ€ํ†  - ๋กœ์ดํ„ฐ (by https://t.me/TNBfolio) - OpenAI๋Š” ๋ฏธ๊ตญ ์˜คํ•˜์ด์˜ค์ฃผ์˜ ์—ฐ๋ฐฉ ํ† ์ง€์— ์ œ์•ˆ๋œ 10๊ธฐ๊ฐ€์™€ํŠธ ๊ทœ๋ชจ์˜ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์บ ํผ์Šค๋ฅผ ๋ฆฌ์Šคํ•˜๊ธฐ ์œ„ํ•œ ํ˜‘์ƒ์„ ์ง„ํ–‰ ์ค‘์ด๋‹ค. - ์ด๋ฒˆ ๊ณ„์•ฝ์—๋Š” ๋ฐ˜๋„์ฒด ๊ธฐ์—… Nvidia์˜ ์žฌ์ •์  ํ›„์›์ด ํฌํ•จ๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ๋”” ์ธํฌ๋ฉ”์ด์…˜์ด ์†Œ์‹ํ†ต์„ ์ธ์šฉํ•ด ๋ณด๋„ํ–ˆ๋‹ค. - ๋กœ์ดํ„ฐ๋Š” ํ•ด๋‹น ๋…ผ์˜์— ๋Œ€ํ•ด ์ง์ ‘์ ์ธ ์ง€์‹์ด ์žˆ๋Š” ๊ด€๊ณ„์ž ๋‘ ๋ช…์„ ์ธ์šฉํ•œ ์ด๋ฒˆ ๋ณด๋„ ๋‚ด์šฉ์„ ์ฆ‰๊ฐ์ ์œผ๋กœ ํ™•์ธํ•˜์ง€๋Š” ๋ชปํ–ˆ๋‹ค. https://www.reuters.com/technology/openai-weighs-leasing-ohio-data-center-with-nvidia-backing-information-reports-2026-06-10/

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1.8GW๋ฅผ ์ค‘๋‹จํ•ด์„œ ์šฐ๋ ค์Šค๋Ÿฝ๋‹ค -> ํ•œ๊ตญ ๋‰ด์Šค ์„œํƒ€์ผ... ์ผ๋ช… ๊ธฐ** ์„œํƒ€์ผ ๋ฏธ Crusoe, 1.8๊ธฐ๊ฐ€์™€ํŠธ ๊ทœ๋ชจ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ฐœ๋ฐœ ์ค‘๋‹จ - SBS Biz (by https://t.me/TNBfolio) - Microsoft์™€ OpenAI ๋“ฑ์„ ์ฃผ์š” ๊ณ ๊ฐ์‚ฌ๋กœ ๋‘๊ณ  ์žˆ๋Š” ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ฐœ๋ฐœ๊ธฐ์—… Crusoe๊ฐ€ ๋ฏธ๊ตญ ์™€์ด์˜ค๋ฐ์ฃผ์—์„œ ์ถ”์ง„ํ•˜๋˜ ๋Œ€๊ทœ๋ชจ ํ”„๋กœ์ ํŠธ๋ฅผ ์ผ์‹œ ์ค‘๋‹จํ–ˆ๋‹ค. - Crusoe๋Š” ๋ฏธ๊ตญ ์ตœ๋Œ€ ์‚ฌ๋ชจํŽ€๋“œ Blackstone์ด ํˆฌ์žํ•œ ์—๋„ˆ์ง€ ๊ธฐ์—… Tallgrass์™€ ํŒŒํŠธ๋„ˆ์‹ญ์„ ๋งบ๊ณ  1.8๊ธฐ๊ฐ€์™€ํŠธ ๊ทœ๋ชจ์˜ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์บ ํผ์Šค๋ฅผ ๊ฐœ๋ฐœ ์ค‘์ด์—ˆ๋‹ค. - ํ•ด๋‹น ํ”„๋กœ์ ํŠธ์˜ ์ค‘๋‹จ ์†Œ์‹์€ ์•ž์„œ ์ง„ํ–‰๋˜๋˜ ๊ธ€๋กœ๋ฒŒ ์ธ๊ณต์ง€๋Šฅ ์ธํ”„๋ผ ํˆฌ์ž ํ๋ฆ„์— ๋ณ€ํ™”๋ฅผ ์•ผ๊ธฐํ•  ์ˆ˜ ์žˆ์–ด ์‹œ์žฅ์˜ ์ด๋ชฉ์ด ์ง‘์ค‘๋˜๊ณ  ์žˆ๋‹ค. https://biz.sbs.co.kr/article/20000315534 ์•„๋ž˜๋Š” ์‹ค์ œ ๋ณด๋„์ž๋ฃŒ 5GW ๊ณ„์•ฝ์€ ํ™•๋ณดํ•จ๊ณผ ๋™์‹œ์— 1.8GW๋Š” ์ผ์‹œ ์ค‘๋‹จ Crusoe, 5๊ธฐ๊ฐ€์™€ํŠธ ๊ทœ๋ชจ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๊ณ„์•ฝ ํ™•๋ณด ๋ฐ ์™€์ด์˜ค๋ฐ ํ”„๋กœ์ ํŠธ ์ค‘๋‹จ - ํฌ๋ฆฝํ† ๋ธŒ๋ฆฌํ•‘ (by https://t.me/TNBfolio) - ๊ณผ๊ฑฐ ๋น„ํŠธ์ฝ”์ธ ์ฑ„๊ตด ๊ธฐ์—…์ด์—ˆ๋˜ Crusoe Energy Systems๋Š” ํ˜„์žฌ ์•ฝ 370๋งŒ ๊ฐ€๊ตฌ์— ์ „๋ ฅ์„ ๊ณต๊ธ‰ํ•  ์ˆ˜ ์žˆ๋Š” ๊ทœ๋ชจ์ธ 5๊ธฐ๊ฐ€์™€ํŠธ์˜ AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์šฉ๋Ÿ‰ ๊ณ„์•ฝ์„ ํ™•๋ณดํ–ˆ๋‹ค. - ์ด ๋ฐœํ‘œ์™€ ๋™์‹œ์— Crusoe Energy Systems๋Š” ๊ณ ๊ฐ์‚ฌ์˜ ์š”์ฒญ์— ๋”ฐ๋ผ ์™€์ด์˜ค๋ฐ์ฃผ ์ƒค์ด์—”์— ๊ฑด์„ค ์ค‘์ด๋˜ 1.8๊ธฐ๊ฐ€์™€ํŠธ ๊ทœ๋ชจ์˜ ๋Œ€ํ˜• ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋‹จ์ง€์ธ Project Jade์˜ ๊ฐœ๋ฐœ์„ ์ค‘๋‹จํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. - ์ด ๊ธฐ์—…์€ ๊ณผ๊ฑฐ ์„์œ  ์‹œ์ถ”๊ณต์—์„œ ๋ฒ„๋ ค์ง€๋Š” ์ฒœ์—ฐ๊ฐ€์Šค๋ฅผ ํ™œ์šฉํ•ด ๋น„ํŠธ์ฝ”์ธ์„ ์ฑ„๊ตดํ•˜๋ฉฐ ์„ฑ์žฅํ–ˆ์œผ๋‚˜, 2025๋…„ 3์›” ์ฑ„๊ตด ์ž์‚ฐ์„ NYDIG์— ์ „๋Ÿ‰ ๋งค๊ฐํ•˜๋ฉฐ ๊ฐ€์ƒ์ž์‚ฐ ์‚ฌ์—…์„ ์™„์ „ํžˆ ์ •๋ฆฌํ–ˆ๋‹ค. - ํ˜„์žฌ Crusoe Energy Systems์˜ ํ•ต์‹ฌ ํฌํŠธํด๋ฆฌ์˜ค๋Š” OpenAI ๋ฐ Oracle๊ณผ ํ˜‘๋ ฅํ•˜์—ฌ ํ…์‚ฌ์Šค์ฃผ ์• ๋น„๋ฆฐ์— ๊ฑด์„ค ์ค‘์ธ Stargate AI ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋‹จ์ง€์ด๋ฉฐ, ์ฃผ์š” ๊ณ ๊ฐ์‚ฌ๋กœ Microsoft์™€ Tallgrass๋ฅผ ๋‘๊ณ  ์žˆ๋‹ค. - ์™€์ด์˜ค๋ฐ ํ”„๋กœ์ ํŠธ๋Š” ์ค‘๋‹จ๋˜์—ˆ์œผ๋‚˜ Crusoe Energy Systems๋Š” ์ด๋ฅผ ์ƒํšŒํ•˜๋Š” 20๊ธฐ๊ฐ€์™€ํŠธ ์ด์ƒ์˜ ์ž ์žฌ์  ๊ฐœ๋ฐœ ํŒŒ์ดํ”„๋ผ์ธ์„ ์—ฌ์ „ํžˆ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค. https://cryptobriefing.com/crusoe-5-gigawatt-data-center-contracts/

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๋ณธ๋ฌธ ๋‰ด์Šค ํด๋ฆญํ•˜๋ฉด ๋งํฌ ์˜คํ”ˆ๋จ

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SKT, ์ผ๋ณธ NTT์™€ 5์–ต๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ AI ํŽ€๋“œ ๊ณต๋™ ์กฐ์„ฑ - ์—ฐํ•ฉ์ธํฌ๋งฅ์Šค (by https://t.me/TNBfolio) - SKํ…”๋ ˆ์ฝค์€ ์ผ๋ณธ NTT, ๋Œ€๋งŒ ์ค‘ํ™”ํ…”๋ ˆ์ฝค๊ณผ ํ•จ๊ป˜ ์ฐจ์„ธ๋Œ€ ์ธ๊ณต์ง€๋Šฅ ๊ธฐ์ˆ ์— ํˆฌ์žํ•˜๋Š” 5์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์•„์ด์˜จ AI ํŽ€๋“œ๋ฅผ ๊ณต๋™ ์กฐ์„ฑํ•œ๋‹ค. - 3์‚ฌ๋Š” ํŽ€๋“œ ์šด์˜์„ ์œ„ํ•ด ์‹ค๋ฆฌ์ฝ˜๋ฐธ๋ฆฌ์™€ ๋™์•„์‹œ์•„๋ฅผ ๊ฑฐ์ ์œผ๋กœ ์‚ผ๋Š” ์šด์˜ํšŒ์‚ฌ ์นดํƒˆ๋ผ์ดํŠธ ์บํ”ผํ„ธ์„ ์„ค๋ฆฝํ•˜์—ฌ ๊ธ€๋กœ๋ฒŒ ์šด์˜ ์ฒด๊ณ„๋ฅผ ๊ตฌ์ถ•ํ•˜๊ธฐ๋กœ ํ•ฉ์˜ํ–ˆ๋‹ค. - ์ด๋ฒˆ ํŽ€๋“œ๋Š” ์ „๋ ฅ ํšจ์œจ ์ตœ์ ํ™”์™€ ์•ก์ฒด๋ƒ‰๊ฐ ๊ธฐ์ˆ ์„ ํฌํ•จํ•œ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ธํ”„๋ผ, AI ๋ฐ˜๋„์ฒด ๊ฐ€์†๊ธฐ, ๊ด‘ํ†ต์‹  ๊ธฐ์ˆ  ๋“ฑ ์ƒํƒœ๊ณ„ ์ „๋ฐ˜์˜ ์œ ๋ง ์Šคํƒ€ํŠธ์—…์„ ์ง‘์ค‘ ๋ฐœ๊ตดํ•œ๋‹ค. - ์ฐธ์—ฌ ๊ธฐ์—…๋“ค์€ ๋‹จ์ˆœํ•œ ์žฌ๋ฌด์  ํˆฌ์ž๋ฅผ ๋„˜์–ด ๊ธฐ์ˆ  ๊ฒ€์ฆ๊ณผ ์„œ๋น„์Šค ๊ณ ๋„ํ™” ๋ฐ ๊ณ ๊ฐ ๋ฐœ๊ตด์„ ์ง€์›ํ•จ์œผ๋กœ์จ ์ƒˆ๋กœ์šด ๋น„์ฆˆ๋‹ˆ์Šค ๋ชจ๋ธ์„ ๊ณต๋™์œผ๋กœ ์ฐฝ์ถœํ•  ๊ณ„ํš์ด๋‹ค. - ์ด๋ฒˆ ํŽ€๋“œ์—๋Š” ๊ธ€๋กœ๋ฒŒ ๊ธฐ์—…๋“ค๊ณผ ๋”๋ถˆ์–ด SKํ•˜์ด๋‹‰์Šค๋„ ์ฐธ์—ฌ๋ฅผ ์ค€๋น„ ์ค‘์ด๋ฉฐ, ์ด๋ฅผ ๊ณ„๊ธฐ๋กœ ํ•œ์ผ ๊ฐ„์˜ ๊ธฐ์ˆ  ํ˜‘๋ ฅ์ด ํ•œ์ธต ๋” ํ™•๋Œ€๋  ์ „๋ง์ด๋‹ค. https://news.einfomax.co.kr/news/articleView.html?idxno=4419262

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Google์˜ ์ฑ„๋ฌด ๋ณด์ฆ์œผ๋กœ Anthropic์„ ์œ„ํ•œ 350์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ์นฉ ๊ณ„์•ฝ ์ฒด๊ฒฐ - ๋ธ”๋ฃธ๋ฒ„๊ทธ (by https://t.me/TNBfolio) - Alphabet Inc์˜ ์žํšŒ์‚ฌ Google์€ AI ์Šคํƒ€ํŠธ์—… Anthropic PBC์˜ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ๋ฆฌ์Šค ๊ณ„์•ฝ์„ ๋ณด์ฆํ•˜๋ฉฐ 350์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์ž๊ธˆ ์กฐ๋‹ฌ์„ ์ง€์›ํ•œ๋‹ค. - ์ด๋ฒˆ ๋ณต์žกํ•œ ๊ณ„์•ฝ์„ ํ†ตํ•ด Anthropic PBC๋Š” 5๊ณณ์˜ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ์—์„œ Google์˜ ์นฉ์„ ๋Œ€์—ฌํ•ด ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋œ๋‹ค. - ๋ฐ˜๋„์ฒด ์„ค๊ณ„ ๊ธฐ์—… Broadcom Inc๋„ ์šฐ์ˆ˜ํ•œ ์‹ ์šฉ ๋“ฑ๊ธ‰์„ ๋ฐ”ํƒ•์œผ๋กœ Google์ด Anthropic PBC์— TPU ์นฉ์„ ๊ณต๊ธ‰ํ•  ์ˆ˜ ์žˆ๋„๋ก ๊ธˆ์œต ์กฐ๋‹ฌ์„ ๋„์™”๋‹ค. - ์ด๋ฒˆ ์ž๊ธˆ ์กฐ๋‹ฌ์—๋Š” Apollo Global Management Inc์™€ Blackstone Inc๊ฐ€ ์ฐธ์—ฌํ–ˆ์œผ๋ฉฐ, ์•”ํ˜ธํ™”ํ ์ฑ„๊ตด์—์„œ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์šด์˜์œผ๋กœ ์ „ํ™˜ํ•œ TeraWulf Inc ๋“ฑ์ด ์‹œ์„ค ๊ฐœ๋ฐœ์„ ๋งก์•˜๋‹ค. - ๋Œ€ํ˜• ํ…Œํฌ ๊ธฐ์—…๋“ค์ด ์„œ๋กœ๋ฅผ ์ง€ํƒฑํ•˜๋Š” ์ด๋Ÿฌํ•œ ์ˆœํ™˜ํ˜• ๊ตฌ์กฐ๋Š” ํ•œ ํŒŒํŠธ๋„ˆ์˜ ์‹คํŒจ๊ฐ€ ์—ฐ์‡„์ ์œผ๋กœ ํ™•์‚ฐ๋  ์œ„ํ—˜์ด ์žˆ์–ด ๊ทœ์ œ ๋‹น๊ตญ์˜ ๊ฐ์‹œ๋ฅผ ๋ฐ›๊ณ  ์žˆ๋‹ค. https://www.bloomberg.com/news/articles/2026-06-09/google-s-backstops-underpin-35-billion-chip-deal-for-anthropic

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๋„ค์ด๋ฒ„ D2SF, AI ๋ณด์•ˆ ์Šคํƒ€ํŠธ์—… ์—์ž„ ์ธํ…”๋ฆฌ์ „์Šค์— ํˆฌ์ž - PR Newswire (by https://t.me/TNBfolio) - ๋„ค์ด๋ฒ„์˜ ๊ธฐ์—…ํ˜• ๋ฒค์ฒ˜์บํ”ผํƒˆ ๋„ค์ด๋ฒ„ D2SF๊ฐ€ ์ƒ์„ฑํ˜• AI ๋ฐ ๋ฌผ๋ฆฌ์  AI ์‹œ๋Œ€์˜ ํ•„์ˆ˜ ์ธํ”„๋ผ๋กœ ๋ถ€์ƒํ•œ AI ๋ณด์•ˆ ์Šคํƒ€ํŠธ์—… ์—์ž„ ์ธํ…”๋ฆฌ์ „์Šค์— ์‹ ๊ทœ ํˆฌ์ž๋ฅผ ์ง„ํ–‰ํ–ˆ๋‹ค. - AI ๋„์ž… ๊ฐ€์†ํ™”๋กœ ์ธํ•ด ์˜ค์ž‘๋™, ๋ฐ์ดํ„ฐ ์œ ์ถœ, ํ”„๋กฌํ”„ํŠธ ์ฃผ์ž… ๊ณต๊ฒฉ ๋“ฑ์˜ ๋ณด์•ˆ ์œ„ํ—˜์ด ๊ธ‰์ฆํ•จ์— ๋”ฐ๋ผ AI ์ˆ˜๋ช… ์ฃผ๊ธฐ ์ „๋ฐ˜์˜ ์•ˆ์ „ ๊ฒ€์ฆ๊ณผ ์ œ์–ด ์ˆ˜์š”๊ฐ€ ์ปค์ง€๊ณ  ์žˆ๋‹ค. - ์—์ž„ ์ธํ…”๋ฆฌ์ „์Šค๋Š” ์ทจ์•ฝ์ ์„ ์„ ์ œ์ ์œผ๋กœ ์‹๋ณ„ํ•˜๋Š” ์ž๋™ ๋ ˆ๋“œํŒ€ ์†”๋ฃจ์…˜ ์ŠคํŒ…์–ด์™€ ์‹ค์‹œ๊ฐ„ ์œ„ํ—˜ ํ–‰๋™์„ ์ œ์–ดํ•˜๋Š” ๊ฐ€๋“œ๋ ˆ์ผ ์‹œ์Šคํ…œ ์Šคํƒ€ํฌํŠธ๋ฅผ ์ œ๊ณตํ•œ๋‹ค. - ํ•ด๋‹น ๊ธฐ์—…์€ OpenAI, Anthropic, Meta ๋“ฑ ๊ธ€๋กœ๋ฒŒ ์—ฐ๊ตฌ ๊ธฐ๊ด€์˜ AI ์•ˆ์ „ ํ”„๋กœ์ ํŠธ ์ฐธ์—ฌ ๊ฒฝํ—˜๊ณผ ์ตœ๊ณ  ๊ถŒ์œ„ ํ•™ํšŒ์— ๋ฐœํ‘œ๋œ ์•ฝ 20ํŽธ์˜ ๋…ผ๋ฌธ์„ ๋ฐ”ํƒ•์œผ๋กœ ๊ธฐ์ˆ ๋ ฅ์„ ์ž…์ฆํ–ˆ๋‹ค. - ๋„ค์ด๋ฒ„ D2SF๋Š” 2024๋…„ ์บ ํผ์Šค ์Šคํƒ€ํŠธ์—… ๊ฒฝ์ง„๋Œ€ํšŒ์—์„œ ์ด ํŒ€์„ ๋ฐœ๊ตดํ•ด ์ธํ๋ฒ ์ดํŒ…์„ ๊ฑฐ์ณ ํˆฌ์ž๋ฅผ ๊ฒฐ์ •ํ–ˆ์œผ๋ฉฐ ํ–ฅํ›„ ์•ˆ์ „ํ•œ AI ๊ตฌ์ถ•์„ ์œ„ํ•œ ํ˜‘๋ ฅ์„ ํ™•๋Œ€ํ•  ๊ณ„ํš์ด๋‹ค. https://finance.yahoo.com/sectors/technology/articles/naver-d2sf-invests-aim-intelligence-000000140.html

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[๋‹จ๋…] SpaceX, 2027๋…„ ๋ง ์ดˆ๊ธฐ ๊ถค๋„ AI ์ปดํ“จํŒ… ํ…Œ์ŠคํŠธ ๋ชฉํ‘œ - Yahoo Finance (by https://t.me/TNBfolio) - SpaceX ๊ฒฝ์˜์ง„์€ IPO ์ „ ํˆฌ์ž์ž ์„ค๋ช…ํšŒ์—์„œ ์ด๋ฅด๋ฉด 2028๋…„์œผ๋กœ ๊ณต๊ฐœํ–ˆ๋˜ ๊ธฐ์กด ์ผ์ •๋ณด๋‹ค ์•ž๋‹น๊ฒจ์ง„ 2027๋…„ ๋ง์— ์šฐ์ฃผ ๊ธฐ๋ฐ˜ ์ธ๊ณต์ง€๋Šฅ ์ปดํ“จํŒ… ์ธํ”„๋ผ์˜ ์ดˆ๊ธฐ ํ…Œ์ŠคํŠธ๋ฅผ ์‹œ์ž‘ํ•˜๊ฒ ๋‹ค๋Š” ๊ณ„ํš์„ ๊ฐœ๋žต์ ์œผ๋กœ ์„ค๋ช…ํ–ˆ๋‹ค. - Reuters ๋ณด๋„์— ๋”ฐ๋ฅด๋ฉด SpaceX๋Š” IPO ๋ฌธ์„œ์—์„œ ๋Œ€๊ทœ๋ชจ ๊ถค๋„ AI ์ปดํ“จํŒ…์„ ๊ตฌ์ถ•ํ•  ์ˆ˜ ์žˆ๋Š” ์ƒ์—…์ ์œผ๋กœ ์œ ์ผํ•˜๊ฒŒ ์œ ํšจํ•œ ๊ฒฝ๋กœ๋ฅผ ๊ฐ€์ง„ ๊ธฐ์—…์œผ๋กœ ์ž์‚ฌ๋ฅผ ํ‰๊ฐ€ํ–ˆ๋‹ค. - SpaceX๋Š” ์šฐ์ฃผ ๊ธฐ๋ฐ˜ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์ธํ”„๋ผ์— ๋Œ€ํ•œ ์žฅ๊ธฐ์ ์ธ ์•ผ๋ง์˜ ๊ทœ๋ชจ๋ฅผ ๋ณด์—ฌ์ฃผ๋Š” ์ฆ๊ฑฐ๋กœ ์ตœ๋Œ€ 100๋งŒ ๊ฐœ์˜ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์œ„์„ฑ์„ ๋ฐฐ์น˜ํ•˜๊ธฐ ์œ„ํ•œ ๊ทœ์ œ ์Šน์ธ์„ ์š”์ฒญํ•œ ์ƒํƒœ๋‹ค. - ์ด๋ฒˆ ๊ถค๋„ ์ปดํ“จํŒ… ๋กœ๋“œ๋งต์˜ ์„ฑ๊ณต์€ ์™„์ „ํžˆ ์žฌ์‚ฌ์šฉ ๊ฐ€๋Šฅํ•œ ๋กœ์ผ“ ํ”„๋กœ๊ทธ๋žจ์ธ Starship ๊ฐœ๋ฐœ์— ๋ฐ€์ ‘ํ•˜๊ฒŒ ์—ฐ๊ณ„๋˜์–ด ์žˆ์œผ๋‚˜ ํ•ด๋‹น ๋กœ์ผ“์€ ์ดˆ๊ธฐ ์˜ˆ์ƒ๋ณด๋‹ค ์ง€์—ฐ๋˜๊ณ  ์žˆ๋‹ค. - Starship์€ ๋น„์šฉ ํšจ์œจ์ ์ด๊ณ  ๋Œ€๊ทœ๋ชจ์ธ ์œ„์„ฑ ๋ฐฐ์น˜๋ฅผ ์ง€์›ํ•˜๋Š” ๋ฐ ํ•„์š”ํ•œ ์‹ ์†ํ•œ ์žฌ์‚ฌ์šฉ ๋Šฅ๋ ฅ์„ ๋Œ€๊ทœ๋ชจ๋กœ ์ž…์ฆํ•˜๋Š” ๋‹จ๊ณ„์—๋Š” ์•„์ง ๋„๋‹ฌํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. https://finance.yahoo.com/sectors/technology/articles/spacex-reportedly-targets-2027-end-234550430.html