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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 24 045 subscribers, ranking 5 126 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 24 045 subscribers.

According to the latest data from 30 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 716 over the last 30 days and by 13 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 23.35%. Within the first 24 hours after publication, content typically collects 22.93% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 5 614 views. Within the first day, a publication typically gains 5 513 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 01 July, 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.

24 045
Subscribers
+1324 hours
+3217 days
+71630 days
Posts Archive
TNBfolio
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[26๋…„ 6์›” 30์ผ ํ•œ๊ตญ ๋‰ด์Šค] 1. NYT ์ผ€๋นˆ ์›Œ์‹œ์˜ ์—ฐ์ค€ ๊ฐœํ˜ ์˜์ง€ ๊ฐ•์กฐ ๋‚ด์šฉ ๋ณด๋„ 2. ๆ—ฅ์ฆ์‹œ ็พŽ๊ธฐ์ˆ ์ฃผ ํ›ˆํ’์— ๋‹›์ผ€์ด์ง€์ˆ˜ 0.86ํผ์„ผํŠธ ์ƒ์Šน ๋งˆ๊ฐ 3. ๋‹›์ผ€์ด AI ๋ฐ˜๋„์ฒด์ฃผ ๊ฐ•์„ธ์— 7๋งŒ์„  ํšŒ๋ณต 4. ๋Œ€๋งŒ ์ฆ์‹œ ็พŽ ๊ธฐ์ˆ ์ฃผ ๊ฐ•์„ธ์— 2.5ํผ์„ผํŠธ ์ƒ์Šน ๋งˆ๊ฐ 5. ๊ฐ•๋‹ฌ๋Ÿฌ ์ค‘๋™ ์›์œ  ์˜์กด ์„œํ•™๊ฐœ๋ฏธ๋กœ ๋‹ฎ์•„๊ฐ€๋Š” ์› ์—”ํ™” 6. ํ•œ์€ 1๋ถ„๊ธฐ ํ™˜์œจ ๋ฐฉ์–ด์— 136์–ต๋‹ฌ๋Ÿฌ ํˆฌ์ž… 7. ์ „์˜ํ˜„ ๊ด‘์ฃผ ๋ฐ˜๋„์ฒด ํŒน 400์กฐ ํˆฌ์ž ๋ฐ ์›์ „ ํ™•๋Œ€ ์š”์ฒญ 8. ๊ณฝ๋…ธ์ • ์šฉ์ธ ํด๋Ÿฌ์Šคํ„ฐ ์™ธ ์„œ๋‚จ๊ถŒ ์ƒˆ AI ์ƒ์‚ฐ๊ฑฐ์  ํ•„์š” ๊ฐ•์กฐ 9. ์ „์˜ํ˜„ ๊ด‘์ฃผ ๋ฐ˜๋„์ฒด ํŒน 400์กฐ ํˆฌ์ž ๋ฐ ์›์ „ ํ™•๋Œ€ ์š”์ฒญ 10. ์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด ์•„์‚ฐ 6์„ธ๋Œ€ OLED ๊ณต์žฅ ์ฆ์„ค ๊ณ„ํš 11. AI ์นฉ ์ˆ˜์š”๋กœ ํŒŒ์šด๋“œ๋ฆฌ ์‹œ์žฅ ์„ฑ์žฅ ๋ฐ TSMC ์ ์œ ์œจ 12. ๋ฐฐํ„ฐ๋ฆฌ ์—…ํ™ฉ ๋ฐ”๋‹ฅ ํ†ต๊ณผ ์‹ ํ˜ธ์™€ ์‚ผ์„ฑSDI ํ‘์ž ์ „ํ™˜ ์ „๋ง 13. ํ˜„๋Œ€์ฐจ ๋…ธ์กฐ ๋‹ค์Œ ์ฃผ ํŠน๊ทผ ๊ฑฐ๋ถ€ ๋ฐ ์ž„ํ˜‘ ์žฌ๊ฐœ 14. ์—์ฝ”ํ”„๋กœ๋น„์—  1์กฐ2000์–ต ์œ ์ƒ์ฆ์ž ์ถฉ๊ฒฉ์— ์• ํ”„ํ„ฐ ๊ธ‰๋ฝ 15. ๋ฐฉํƒ„์†Œ๋…„๋‹จ ์›”๊ฐ„ ํˆฌ์–ด ๋งค์ถœ 1978์–ต ์‹ ๊ธฐ๋ก ๋‹ฌ์„ฑ 16. ๋ฐ•๊ด€ํ˜ธ ์œ„๋ฉ”์ด๋“œ ์˜์žฅ ไธญ ํˆฌ์ž์‚ฌ์— ์ง€๋ถ„ ์ „๋Ÿ‰ ๋งค๊ฐ https://naver.me/xXnWcUkw (์ „๋ฌธ์€ ๋งํฌ ์ฐธ์กฐ)

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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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ํ™˜์œจ ๋•Œ๋ฌธ์— ์ •๋ถ€๊ฐ€ ๋ฐฐ์ • ๋ชป ๋ฐ›๊ฒŒ ๊ฐ•์š”ํ–ˆ๋‹ค๋Š” ๊ตฌ๋ผ๋ฅผ ์“ด ์ธ๊ฐ„์€ ๊ทธ๋ ‡๊ฒŒ ํ•ด์„œ ๋ญ ๋‚จ๋Š”๊ฒŒ ์žˆ๋‚˜?

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๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ ์†Œํ†ต ์˜ค๋ฅ˜๋กœ SpaceX IPO ์ฃผ์‹ ๋ฐฐ์ • ์ œ์™ธ - ๋ธ”๋ฃธ๋ฒ„๊ทธ (by https://t.me/TNBfolio) - ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์€ SpaceX์˜ ์—ญ๋Œ€ ์ตœ๋Œ€ ๊ทœ๋ชจ ๊ธฐ์—…๊ณต๊ฐœ์—์„œ ์ฃผ๋ฌธ ์ œ์ถœ ๋ฐฉ์‹์— ๋Œ€ํ•œ ์˜คํ•ด๋กœ ์ธํ•ด ์ฃผ์‹ ๋ฐฐ์ •์„ ๋ฐ›์ง€ ๋ชปํ–ˆ๋‹ค. - ์ด๋ฒˆ ์ผ๋กœ ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์€ 23๊ฐœ ์ธ์ˆ˜ ์ฃผ๊ด€์‚ฌ ์ค‘ ์œ ์ผํ•˜๊ฒŒ ์ฃผ์‹์„ ํ•œ ์ฃผ๋„ ํ• ๋‹น๋ฐ›์ง€ ๋ชปํ•œ ๊ธฐ๊ด€์ด ๋˜์—ˆ๋‹ค. - ๊ธ€๋กœ๋ฒŒ ๋ฌด๋Œ€ ๋„์•ฝ์„ ๊ธฐ๋Œ€ํ–ˆ๋˜ ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์€ ์ด๋ฒˆ ์‚ฌํƒœ ์ดํ›„ ๊ณ ๊ฐ๋“ค์—๊ฒŒ ๊ณต์‹์ ์œผ๋กœ ์‚ฌ๊ณผํ–ˆ๋‹ค. - ๊ตญ๋‚ด ๊ธˆ์œต ๊ทœ์ œ ๋‹น๊ตญ์€ ์ด๋ฒˆ ์ฃผ์‹ ๋ฐฐ์ • ์ œ์™ธ ์‚ฌ๊ฑด๊ณผ ๊ด€๋ จํ•˜์—ฌ ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์˜ ์—…๋ฌด ๊ด€ํ–‰์— ๋Œ€ํ•ด ์กฐ์‚ฌ์— ์ฐฉ์ˆ˜ํ–ˆ๋‹ค. - ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์€ SpaceX์˜ ์ดˆ๊ธฐ ํˆฌ์ž์ž๋กœ์„œ ํ•ด์™ธ ์ฃผ๊ด€์‚ฌ ์ค‘ ํ•œ ๊ณณ์œผ๋กœ ์ฐธ์—ฌํ–ˆ์œผ๋‚˜ ์†Œํ†ต์˜ ์‹ค์ˆ˜๋กœ ํฐ ์˜ค์ ์„ ๋‚จ๊ธฐ๊ฒŒ ๋˜์—ˆ๋‹ค. https://www.bloomberg.com/news/newsletters/2026-06-30/how-a-communications-snafu-shut-mirae-out-of-spacex-ipo

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๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ, ์†Œํ†ต ์˜ค๋ฅ˜๋กœ SpaceX IPO ์ฃผ์‹ ๋ฐฐ์ • ์ œ์™ธ - ๋ธ”๋ฃธ๋ฒ„๊ทธ (by https://t.me/TNBfolio) - ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์ด ์†Œํ†ต ๊ณผ์ •์˜ ์˜คํ•ด๋กœ ์ธํ•ด SpaceX์˜ ์—ญ๋Œ€ ์ตœ๋Œ€ ๊ทœ๋ชจ ๊ธฐ์—…๊ณต๊ฐœ(IPO)์—์„œ 23๊ฐœ ์ฃผ๊ด€์‚ฌ ์ค‘ ์œ ์ผํ•˜๊ฒŒ ์ฃผ์‹์„ ๋ฐฐ์ •๋ฐ›์ง€ ๋ชปํ–ˆ๋‹ค. - ์ด๋กœ ์ธํ•ด ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์€ ๊ณ ๊ฐ๋“ค์—๊ฒŒ ์‚ฌ๊ณผํ•˜๊ณ  ๊ตญ๋‚ด ๊ธˆ์œต๋‹น๊ตญ์˜ ์กฐ์‚ฌ๋ฅผ ๋ฐ›๊ฒŒ ๋˜๋Š” ์ƒํ™ฉ์— ์ง๋ฉดํ–ˆ๋‹ค. - ์ด๋ฒˆ SpaceX์˜ 860์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ IPO๋Š” ๋ณต์žกํ•œ ์ผ์ • ์†์—์„œ๋„ ์„ฑ๊ณต์ ์œผ๋กœ ์ง„ํ–‰๋˜์—ˆ์œผ๋‚˜, ๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ์˜ ์‚ฌ๋ก€๊ฐ€ ์œ ์ผํ•œ ์˜ค์ ์œผ๋กœ ๋‚จ๊ฒŒ ๋˜์—ˆ๋‹ค. - ํ•œํŽธ ์ผ๋ณธ ์žฌ๋ฌด์ƒ์€ ์—”ํ™”๊ฐ€ 1986๋…„ ์ดํ›„ ์ตœ์ € ์ˆ˜์ค€์œผ๋กœ ํ•˜๋ฝํ–ˆ์Œ์—๋„ ์™ธํ™˜ ์‹œ์žฅ ๋™ํ–ฅ์— ์ ์ ˆํžˆ ๋Œ€์‘ํ•˜๊ฒ ๋‹ค๋Š” ์ž…์žฅ์„ ์œ ์ง€ํ–ˆ๋‹ค. - ๋˜ํ•œ ์ธ๋„๋„ค์‹œ์•„์—์„œ๋Š” Gojek ๊ณต๋™ ์ฐฝ์—…์ž์ธ ๋‚˜๋””์—  ๋งˆ์นด๋ฆผ ์ „ ๊ต์œก๋ถ€ ์žฅ๊ด€์ด ํŒฌ๋ฐ๋ฏน ๊ธฐ๊ฐ„ ๋…ธํŠธ๋ถ ์กฐ๋‹ฌ ๊ด€๋ จ ๋ถ€ํŒจ ํ˜์˜๋กœ ์œ ์ฃ„ ํŒ๊ฒฐ์„ ๋ฐ›์•˜๋‹ค. https://www.bloomberg.com/news/newsletters/2026-06-30/how-a-communications-snafu-shut-mirae-out-of-spacex-ipo

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260630_์žฅ๋งˆ๊ฐ์ „_๋‰ด์Šค.html0.14 KB

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260630_๋งคํ‚จ์ง€_์›์ „๋ฅด๋„ค์ƒ์Šค_AI์ „๋ ฅํ˜๋ช….pdf6.39 KB

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ํ•œ๊ตญ ๋‰ด์Šค๋กœ๋Š” 4์ผ๋งŒ์— ์†Œ๊ฐœ ๋๋„ค์š” โ€œ๋ฐ˜๋„์ฒด ๊ด‘ํ’๋ณด๋‹ค ๋” ์…€์ง€๋„โ€โ€ฆMLCC, 30๋ถ„๋งˆ๋‹ค ๊ฐ€๊ฒฉํ‘œ ๋ฐ”๋€๋‹ค๋Š”๋ฐ - ๋งค์ผ๊ฒฝ์ œ (by https://t.me/TNBfolio) - AI ์„œ๋ฒ„ ํˆฌ์ž ๋ถ์œผ๋กœ ๊ณ ์šฉ๋Ÿ‰ MLCC ์ˆ˜์š”๊ฐ€ ๊ธ‰์ฆํ•˜๋ฉด์„œ ๋ฒ”์šฉ ์ œํ’ˆ๊นŒ์ง€ ๊ณต๊ธ‰ ๋ถ€์กฑ ํ˜„์ƒ์ด ํ™•์‚ฐํ–ˆ๋‹ค. - ์ค‘๊ตญ ํ™”์ฐฝ๋ฒ ์ด ์ „์ž์‹œ์žฅ์—์„œ๋Š” ๊ฐ€๊ฒฉ ๋ณ€๋™์„ฑ์ด ๊ทน๋„๋กœ ์ปค์กŒ์œผ๋ฉฐ ๊ณ ์šฉ๋Ÿ‰ ์ œํ’ˆ์˜ ๋‚ฉ๊ธฐ๊ฐ€ 20์ฃผ ์ด์ƒ์œผ๋กœ ๋Š˜์–ด๋‚ฌ๋‹ค. - ๊ธ€๋กœ๋ฒŒ 1์œ„ ๊ธฐ์—…์ธ Murata๋ฅผ ๋น„๋กฏํ•˜์—ฌ ์‚ผ์„ฑ์ „๊ธฐ, Taiyo Yuden, Fenghua ๋“ฑ ์ฃผ์š” ์—…์ฒด๋“ค์˜ ์ œํ’ˆ ๊ฐ€๊ฒฉ ์ธ์ƒ์ด ์ž‡๋‹ฌ์•˜๋‹ค. - AI ์„œ๋ฒ„๋Š” ๊ณ ์„ฑ๋Šฅ GPU์™€ HBM ํƒ‘์žฌ๋กœ ๋ง‰๋Œ€ํ•œ ์ „๋ ฅ์ด ์†Œ๋ชจ๋˜์–ด ์ผ๋ฐ˜ ์„œ๋ฒ„๋ณด๋‹ค ํ›จ์”ฌ ๋งŽ์€ ์–‘์˜ MLCC๋ฅผ ํ•„์š”๋กœ ํ•œ๋‹ค. - ์ƒ์‚ฐ์—…์ฒด๋“ค์ด ์ˆ˜์ต์„ฑ์ด ๋†’๊ณ  ์บํŒŒ ์†Œ๋ชจ๊ฐ€ ํฐ AI์šฉ ์ œํ’ˆ ์ƒ์‚ฐ์— ์ง‘์ค‘ํ•˜๋ฉด์„œ ์ „์ฒด์ ์ธ ์ˆ˜๊ธ‰ ๋ถˆ๊ท ํ˜•๊ณผ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ๊ฐ€ ์žฅ๊ธฐํ™”๋  ์ „๋ง์ด๋‹ค. https://www.mk.co.kr/news/business/12085987

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[26๋…„ 6์›” 29์ผ ํ•œ๊ตญ ๋‰ด์Šค] 1. ๋„์ฟ„์ฆ์‹œ ๋‹›์ผ€์ด ๊ธฐ์ˆ ์ฃผ ์•ฝ์„ธ ๊ทน๋ณตํ•˜๋ฉฐ ์†Œํญ ์ƒ์Šน ๋งˆ๊ฐํ–ˆ๋‹ค 2. ๋Œ€๋งŒ ์ฆ์‹œ ์ฃผ๋ ฅ์ฃผ ์ €๊ฐ€ ๋งค์ˆ˜์„ธ ์œ ์ž…์œผ๋กœ ๋ฐ˜๋“ฑ ๋งˆ๊ฐํ–ˆ๋‹ค 3. ์ค‘๊ตญ์ฆ์‹œ AI ์ฃผ์‹ ์ฐจ์ต ์‹คํ˜„ ์›€์ง์ž„ ์†์— ํ˜ผ์กฐ์„ธ ๋‚˜ํƒ€๋ƒˆ๋‹ค 4. ๊ตญ๋ฏผ์—ฐ๊ธˆ 4์›” ๊ตญ๋‚ด ์ฆ์‹œ์—์„œ ์ˆ˜์ต๋ฅ  60% ๋‹ฌ์„ฑํ–ˆ๋‹ค 5. ์ •์ œ๋งˆ์ง„ ์ƒ์Šน์œผ๋กœ S-Oil ์˜์—…์ด์ต 2์กฐ ์› ์ „๋ง๋œ๋‹ค 6. GS ๊ทธ๋ฃน 30์กฐ ์› ๊ทœ๋ชจ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ํˆฌ์ž ๋‚˜์„ ๋‹ค 7. ์˜คํ…์บ๋ฆฌ์–ด AI ๋ฐ˜๋„์ฒด ๋ถ์— ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ƒ‰๊ฐ ์†”๋ฃจ์…˜ ๊ณต๋žตํ•œ๋‹ค 8. ์ค‘๊ตญ CXMT ํ…์„ผํŠธ์™€ 4.5์กฐ ์› ๊ทœ๋ชจ D๋žจ ๊ณต๊ธ‰ ๊ณ„์•ฝํ–ˆ๋‹ค 9. AI ๋ถ ํƒ€๊ณ  MLCC ๊ฐ€๊ฒฉ ๋ฐ˜๋„์ฒด๋ณด๋‹ค ๋œจ๊ฒ๊ฒŒ ์ƒ์Šนํ•œ๋‹ค 10. ๋„ค์ด๋ฒ„๋žฉ์Šค ๋กœ๋ด‡ ๋‡Œ ๋””๋ฐ”์ธ ๋ฉ”๋ชจ๋ฆฌ 10๋ถ„์˜ 1 ์••์ถ•ํ–ˆ๋‹ค 11. ์ƒˆ๋งŒ๊ธˆ๊ณผ ๋Œ€๊ฒฝ๊ถŒ ์ค‘์‹ฌ์œผ๋กœ ๋กœ๋ด‡ 3๊ฐ• ๋„์•ฝ ์„ ์–ธํ–ˆ๋‹ค 12. ์”จ์–ด์Šค ์›จ์–ด๋Ÿฌ๋ธ” ์‹ฌ์ „๋„ ๊ธฐ๊ธฐ ็พŽ FDA ํ’ˆ๋ชฉํ—ˆ๊ฐ€ ํš๋“ํ–ˆ๋‹ค 13. ์‚ผ์„ฑ๋ฐ”์ด์˜ค์—ํ”ผ์Šค ํ‚คํŠธ๋ฃจ๋‹ค ๋ฐ”์ด์˜ค์‹œ๋ฐ€๋Ÿฌ ์ž„์ƒ ๋™๋“ฑ์„ฑ ์ž…์ฆํ–ˆ๋‹ค 14. ์ฝ”์Šค๋‹ฅ ๋ฐ ์œ ๊ฐ€์ฆ๊ถŒ ์ œ์•ฝ์ง€์ˆ˜ ์ผ์ œํžˆ ๊ธ‰๋“ฑํ–ˆ๋‹ค 15. ๊ตญ๋‚ด ๋ทฐํ‹ฐ ํ”Œ๋žซํผ ์ž์ฒด๋ฅผ ํ†ต์งธ๋กœ ํ•ด์™ธ ์ˆ˜์ถœํ•œ๋‹ค 16. ์ž๋žŒํ…Œํฌ๋†€๋กœ์ง€ ํ†ต์‹ ๋ฐ˜๋„์ฒด ๋ณธ๊ฒฉ์ ์ธ ์–‘์‚ฐ ๊ณต๊ธ‰ ์‹œ์ž‘ํ–ˆ๋‹ค 17. ํ˜„๋Œ€๋กœํ…œ ํด๋ž€๋“œ K2 ์ „์ฐจ 2์ฐจ ๋ฌผ๋Ÿ‰ ์กฐ๊ธฐ ์ธ๋„ํ•œ๋‹ค 18. K์กฐ์„  LNG์„  ํ™œํ™ฉ ์† ํ•ต์‹ฌ ๊ธฐ์ž์žฌ ๊ตญ์‚ฐํ™” ๊ณผ์ œ ์ง๋ฉดํ–ˆ๋‹ค https://naver.me/x8kj9v61 (์ „๋ฌธ์€ ๋งํฌ ์ฐธ์กฐ)

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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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๋Œ€ํ•œ๋ฏผ๊ตญ ๋Œ€๋„์•ฝ: AIยท๋ฐ˜๋„์ฒดยท๋ฐ์ดํ„ฐ์„ผํ„ฐ ์‚ผ๊ฐ์ถ• - 2035๋…„๊นŒ์ง€ 18.4GW, 1000์กฐ์› ์ด์ƒ ํˆฌ์žยท์ •๋ถ€ ์ง์ ‘ ์ฃผ๋„ OVERVIEW - ์ด์žฌ๋ช… ์ •๋ถ€๊ฐ€ ๋ฐ˜๋„์ฒด, ํ”ผ์ง€์ปฌ AI, AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋ฅผ ๊ตญ๊ฐ€ ๋ฏธ๋ž˜ ์‚ฐ์—…์˜ 3๋Œ€ ๋ฉ”๊ฐ€ํ”„๋กœ์ ํŠธ๋กœ ๊ณต์‹ํ™”ํ•˜๋ฉฐ ๊ธ€๋กœ๋ฒŒ AI ํŒจ๊ถŒ ๊ฒฝ์Ÿ์— ๋ณธ๊ฒฉ ์ง„์ž…ํ–ˆ๋‹ค. 2035๋…„๊นŒ์ง€ ์ด 18.4๊ธฐ๊ฐ€์™€ํŠธ(GW) ๊ทœ๋ชจ์˜ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— 1000์กฐ์› ์ด์ƒ์„ ํˆฌ์žํ•˜๊ณ , ์„œ๋‚จ๊ถŒ์— ์‹ ๊ทœ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ๊ธฐ์ง€๋ฅผ ํ™•๋ณดํ•˜๋ฉฐ, ํ”ผ์ง€์ปฌ AI์™€ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์˜ ์„ ์ˆœํ™˜ ์‚ฐ์—…์ƒํƒœ๊ณ„๋ฅผ ๊ตฌ์ถ•ํ•œ๋‹ค๋Š” ์ „๋žต์ด๋‹ค. ์ •๋ถ€๋Š” ์ฒญ์™€๋Œ€ ๋‚ด ์งํ• ๋‹ด๋‹น๊ด€์„ ๋‘๊ณ  ๋Œ€ํ†ต๋ น์ด ์ง์ ‘ ์‚ฌ์—…์„ ์ถ”์ง„ํ•  ๋ฐฉ์นจ์„ ๋ฐํ˜”์œผ๋ฉฐ, ์ด ํ”„๋กœ์ ํŠธ๊ฐ€ ๋Œ€ํ•œ๋ฏผ๊ตญ์˜ ํ–ฅํ›„ 20~30๋…„ ๋จน๊ฑฐ๋ฆฌ๋ฅผ ์ฑ…์ž„์งˆ ๊ฒƒ์œผ๋กœ ์ „๋งํ•˜๊ณ  ์žˆ๋‹ค.

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ํ•œ๊ตญ 6์›” ์ˆ˜์ถœ, ๋ฐ˜๋„์ฒด ํ˜ธ์กฐ๋กœ ์•ฝ 50๋…„ ๋งŒ์— ๊ฐ€์žฅ ๊ฐ•๋ ฅํ•œ ์„ฑ์žฅ์„ธ ๊ธฐ๋ก ์ „๋ง - ๋กœ์ดํ„ฐ (by https://t.me/TNBfolio) - ๋กœ์ดํ„ฐ ์„ค๋ฌธ์กฐ์‚ฌ์— ๋”ฐ๋ฅด๋ฉด ๊ธ€๋กœ๋ฒŒ AI ํˆฌ์ž ๋ถ์— ๋”ฐ๋ฅธ ๋ฐ˜๋„์ฒด ์ถœํ•˜๋Ÿ‰์˜ ์‹ ๊ธฐ๋ก ๊ฒฝ์‹ ์œผ๋กœ ํ•œ๊ตญ์˜ 6์›” ์ˆ˜์ถœ์ด ์•ฝ 50๋…„ ๋งŒ์— ๊ฐ€์žฅ ๊ฐ•๋ ฅํ•œ ์—ฐ๊ฐ„ ์„ฑ์žฅ์„ธ๋ฅผ ๊ธฐ๋กํ–ˆ์„ ๊ฒƒ์œผ๋กœ ๋ถ„์„๋œ๋‹ค. - 13๋ช…์˜ ๊ฒฝ์ œํ•™์ž๋“ค์„ ๋Œ€์ƒ์œผ๋กœ ํ•œ ์กฐ์‚ฌ ๊ฒฐ๊ณผ 6์›” ์ˆ˜์ถœ์€ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 61.0% ๊ธ‰์ฆํ–ˆ์„ ๊ฒƒ์œผ๋กœ ์ถ”์ •๋˜๋ฉฐ ์ด๋Š” 1978๋…„ 10์›” ์ดํ›„ ๊ฐ€์žฅ ๋†’์€ ์„ฑ์žฅ๋ฅ ์ด๋‹ค. - ์ด๋Ÿฌํ•œ ์ˆ˜์ถœ ํ˜ธ์กฐ๋Š” ๊ธ€๋กœ๋ฒŒ AI ํˆฌ์ž ์—ดํ’์œผ๋กœ ์ธํ•œ ์นฉ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ํž˜์ž…์–ด ๋ฐ˜๋„์ฒด ์ œ์กฐ์—…์ฒด์ธ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๊ฐ€ ์ฃผ๋„ํ•˜๊ณ  ์žˆ๋‹ค. - ํ•œ๊ตญ ๊ด€์„ธ์ฒญ ์ž๋ฃŒ์— ๋”ฐ๋ฅด๋ฉด 6์›” ์ฒซ 20์ผ ๋™์•ˆ ์ˆ˜์ถœ์€ 60.4% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ ํŠนํžˆ ๋ฐ˜๋„์ฒด ์ˆ˜์ถœ์ด 188.4% ํญ๋“ฑํ•˜์—ฌ ์ „์ฒด ์ˆ˜์ถœ์—์„œ ์ฐจ์ง€ํ•˜๋Š” ๋น„์ค‘์ด 41.2%๋กœ ํ™•๋Œ€๋˜์—ˆ๋‹ค. - 6์›” ์ˆ˜์ž…์€ ์ „๋…„ ๋Œ€๋น„ 26.3% ์ฆ๊ฐ€ํ•˜๊ณ  ์›”๊ฐ„ ๋ฌด์—ญ ์ˆ˜์ง€๋Š” ์‚ฌ์ƒ ์ตœ๊ณ ์น˜์ธ 325.8์–ต ๋‹ฌ๋Ÿฌ์˜ ํ‘์ž๋ฅผ ๊ธฐ๋กํ•  ๊ฒƒ์œผ๋กœ ์ „๋ง๋œ๋‹ค. https://money.usnews.com/investing/news/articles/2026-06-29/south-korea-exports-set-to-grow-at-strongest-pace-in-nearly-5-decades-reuters-poll