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๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ

๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ

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๊ณตํ‘œ๋œ ์ฆ๊ถŒ์‚ฌ ์ž๋ฃŒ์™€ ์ „์ž๊ณต์‹œ, ๋‰ด์Šค๋ฅผ ์˜ฌ๋ ค๋“œ๋ฆฌ๋Š” ์ฑ„๋„์ž…๋‹ˆ๋‹ค. ๊ธฐ์—…๋ถ„์„ ์—ญ์‹œ ํ™•์ • ๊ณต์‹œ๋œ ์žฌ๋ฌด์ œํ‘œ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ์˜ฌ๋ ค๋“œ๋ฆด ๋ฟ ์ถ”์ •๊ณผ ์ „๋ง์€ ๋ฐฐ์ œ๋˜์–ด ์žˆ์œผ๋ฉฐ ์ฃผ์‹๋งค์ˆ˜๋งค๋„์— ๋Œ€ํ•œ ์ถ”์ฒœ์ด ์•„๋‹™๋‹ˆ๋‹ค. ํˆฌ์žํŒ๋‹จ์˜ ์ฑ…์ž„์€ ํˆฌ์ž์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค ๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ์˜ ๋ฆฌ์„œ์น˜ ์ž๋ฃŒ๋ฅผ ๋ฐ›์•„๋ณด์‹œ๋ ค๋ฉด ํ…”๋ ˆ๊ทธ๋žจ ๋˜๋Š” ์นดํ†ก์œผ๋กœ ์š”์ฒญํ•ด์ฃผ์„ธ์š” ํ…”๋ ˆ๊ทธ๋žจ ID @orbisasset ์นด์นด์˜คํ†กID orbisasset ์นดํŽ˜ https://cafe.naver.com/orbisasset

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๐Ÿ“ˆ Analytical overview of Telegram channel ๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ

Channel ๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ (@corevalue) in the Korean language segment is an active participant. Currently, the community unites 67 020 subscribers, ranking 1 496 in the Economy & Finance category and 23 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 67 020 subscribers.

According to the latest data from 27 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 987 over the last 30 days and by 49 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 20.83%. Within the first 24 hours after publication, content typically collects 18.95% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 13 959 views. Within the first day, a publication typically gains 12 699 views.
  • Reactions and interaction: The audience actively supports content: the average number of reactions per post is 23.

๐Ÿ“ Description and content policy

The author describes the resource as a platform for expressing subjective opinions:
โ€œ๊ณตํ‘œ๋œ ์ฆ๊ถŒ์‚ฌ ์ž๋ฃŒ์™€ ์ „์ž๊ณต์‹œ, ๋‰ด์Šค๋ฅผ ์˜ฌ๋ ค๋“œ๋ฆฌ๋Š” ์ฑ„๋„์ž…๋‹ˆ๋‹ค. ๊ธฐ์—…๋ถ„์„ ์—ญ์‹œ ํ™•์ • ๊ณต์‹œ๋œ ์žฌ๋ฌด์ œํ‘œ๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ์˜ฌ๋ ค๋“œ๋ฆด ๋ฟ ์ถ”์ •๊ณผ ์ „๋ง์€ ๋ฐฐ์ œ๋˜์–ด ์žˆ์œผ๋ฉฐ ์ฃผ์‹๋งค์ˆ˜๋งค๋„์— ๋Œ€ํ•œ ์ถ”์ฒœ์ด ์•„๋‹™๋‹ˆ๋‹ค. ํˆฌ์žํŒ๋‹จ์˜ ์ฑ…์ž„์€ ํˆฌ์ž์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค ๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ์˜ ๋ฆฌ์„œ์น˜ ์ž๋ฃŒ๋ฅผ ๋ฐ›์•„๋ณด์‹œ๋ ค๋ฉด ํ…”๋ ˆ๊ทธ๋žจ ๋˜๋Š” ์นดํ†ก์œผ๋กœ ์š”์ฒญํ•ด์ฃผ์„ธ์š” ํ…”๋ ˆ๊ทธ๋žจ ID @orbisasset ์นด์นด์˜คํ†กID orbisasset ์นดํŽ˜ https://cafe.naver.com/orbisassetโ€

Thanks to the high frequency of updates (latest data received on 28 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.

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์˜ˆํƒ๊ธˆ์€ ์ง€๋‚œ์ฃผ ์ €์  ๋Œ€๋น„ 9.6์กฐ์› ์ฆ๊ฐ€ํ•˜์—ฌ 122์กฐ์›. 2์›” ๋ง ๋Œ€๋น„๋กœ๋Š” 3์กฐ์› ์ฆ๊ฐ€ํ•œ ๊ฒƒ์ธ๋ฐ 3์›” ๊ฐœ์ธ์ˆœ๋งค์ˆ˜ 25์กฐ์›์„ ๊ฐ์•ˆํ•˜๋ฉด ์‹ ๊ทœ์ž๊ธˆ์€ 28์กฐ์›์ด ์œ ์ž…๋œ ๊ฒƒ
์˜ˆํƒ๊ธˆ์€ ์ง€๋‚œ์ฃผ ์ €์  ๋Œ€๋น„ 9.6์กฐ์› ์ฆ๊ฐ€ํ•˜์—ฌ 122์กฐ์›. 2์›” ๋ง ๋Œ€๋น„๋กœ๋Š” 3์กฐ์› ์ฆ๊ฐ€ํ•œ ๊ฒƒ์ธ๋ฐ 3์›” ๊ฐœ์ธ์ˆœ๋งค์ˆ˜ 25์กฐ์›์„ ๊ฐ์•ˆํ•˜๋ฉด ์‹ ๊ทœ์ž๊ธˆ์€ 28์กฐ์›์ด ์œ ์ž…๋œ ๊ฒƒ

์™ธ๊ตญ์ธ ์ด๋‹ฌ ์ฝ”์Šคํ”ผ ์‹œ์žฅ์„œ 22์กฐ ํˆฌ๋งคโ€ฆ์—ญ๋Œ€ ์ตœ๋Œ€ ์ˆœ๋งค๋„ ๋ˆˆ์•ž https://naver.me/5CCeW9ld 3์›” ๊ฐœ์ธ ์ˆœ๋งค์ˆ˜ 25์กฐ์›

Repost from ๋ฃจํŒก
๋ฒ„ํ‹ฐ๋ธŒ(Vertiv), AI ์ˆ˜์š” ๋Œ€์‘์„ ์œ„ํ•œ ๋ถ๋ฏธ ์ œ์กฐ ์‹œ์„ค ํ™•์ถฉ ๋ฐ ์—ญ๋Ÿ‰ ๊ฐ•ํ™” ๋ฐœํ‘œ ๊ธ€๋กœ๋ฒŒ ๋””์ง€ํ„ธ ์ธํ”„๋ผ ์†”๋ฃจ์…˜ ๊ธฐ์—…์ธ ๋ฒ„ํ‹ฐ๋ธŒ( VRT)๊ฐ€ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ(AI Factory) ์ˆ˜์š” ๊ธ‰์ฆ์— ๋ฐœ๋งž์ถ”์–ด ๋ฏธ๊ตญ๊ณผ ๋ฉ•์‹œ์ฝ”์— ๊ฑธ์นœ 4๊ฐœ์˜ ์ œ์กฐ ์‹œ์„ค์„ ์‹ ์„ค ๋ฐ ํ™•์žฅํ•ฉ๋‹ˆ๋‹ค. ์ด๋ฅผ ํ†ตํ•ด ์ „๋ ฅ ๊ด€๋ฆฌ, ์ธํ”„๋ผ ์†”๋ฃจ์…˜, ๋ž™ ์‹œ์Šคํ…œ์˜ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ๋Œ€ํญ ๋Œ์–ด์˜ฌ๋ฆด ๊ณ„ํš์ž…๋‹ˆ๋‹ค. ์ฃผ์š” ํ™•์žฅ ๋‚ด์šฉ 1. ๋ฏธ๊ตญ ์‚ฌ์šฐ์Šค์บ๋กค๋ผ์ด๋‚˜ (์ธํ”„๋ผ ์†”๋ฃจ์…˜) ๊ทœ๋ชจ: 2๊ฐœ์˜ ์ œ์กฐ ์‹œ์„ค ์ถ”๊ฐ€. ํšจ๊ณผ: ํ•ด๋‹น ์ง€์—ญ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ์•ฝ 7๋ฐฐ ํ™•๋Œ€. ์ฃผ์š” ์ œํ’ˆ: ํ†ตํ•ฉ ์ „๋ ฅ ๋ชจ๋“ˆ: ๊ธฐ์กด ๊ตฌ์ถ• ๋ฐฉ์‹ ๋Œ€๋น„ ๋ฐฐ์น˜ ์†๋„๋ฅผ ์ตœ๋Œ€ 50% ๋‹จ์ถ•. Vertivโ„ข SmartRun: ๊ณ ๋ฐ€๋„ ๋ฒ„์Šค์›จ์ด, ์•ก์ฒด ๋ƒ‰๊ฐ ๋ฐฐ๊ด€ ๋“ฑ์ด ํ†ตํ•ฉ๋œ ์กฐ๋ฆฝ์‹ ์ธํ”„๋ผ๋กœ, ํ˜„์žฅ ๋ฐฐ์น˜ ์‹œ๊ฐ„์„ ์ตœ๋Œ€ 85%๊นŒ์ง€ ๋‹จ์ถ•. 2. ๋ฏธ๊ตญ ํŽœ์‹ค๋ฒ ์ด๋‹ˆ์•„ (๋ž™ ๋ฐ ๋ƒ‰๊ฐ ์‹œ์Šคํ…œ) ์ฃผ์š” ์ œํ’ˆ: AI ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜์šฉ ๋ƒ‰๊ฐ ์‹œ์Šคํ…œ ํ†ตํ•ฉ ์บ๋น„๋‹›(๋ž™) ์ƒ์‚ฐ ์‹œ์„ค ํ™•์ถฉ. ํŠน์ง•: ๊ณ ๋ฐ€๋„ ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋ฅผ ์œ„ํ•ด ์„ค๊ณ„๋˜์—ˆ์œผ๋ฉฐ, ๋ณต์žกํ•œ ํ˜„์žฅ ํ†ตํ•ฉ ๊ณผ์ •์„ ๋‹จ์ˆœํ™”ํ•˜๊ณ  ๊ฐ€์†ํ™”ํ•จ. 3. ๋ฉ•์‹œ์ฝ” ๋ฉ”ํžˆ์นผ๋ฆฌ (์ „๋ ฅ ๋ณ€ํ™˜) ํšจ๊ณผ: ํ•ด๋‹น ์ง€์—ญ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ์•ฝ 45% ํ™•๋Œ€. ์ฃผ์š” ์ œํ’ˆ: ๊ณ ๋ฐ€๋„ AI ๋ถ€ํ•˜ ๋ฐ ์ผ๋ฐ˜ ๋ถ€ํ•˜๋ฅผ ์œ„ํ•œ ์ „๋ ฅ ๋ณ€ํ™˜, ์ปจ๋””์…”๋‹ ๋ฐ ๋ถ„๋ฐฐ ๊ธฐ์ˆ . ๊ฒฝ์˜์ง„ ๋ฐ ์ „๋žต์  ๋ฐฐ๊ฒฝ ์ง€์˜ค๋‹ค๋…ธ ์•Œ๋ฒ ๋ฅดํƒ€์น˜(Giordano Albertazzi) ๋ฒ„ํ‹ฐ๋ธŒ CEO: "AI๋Š” ์žฅ๊ธฐ์ ์ด๊ณ  ๊ตฌ์กฐ์ ์ธ ํŠธ๋ Œ๋“œ์ž…๋‹ˆ๋‹ค. ๊ณ ๊ฐ์ด ์ฐจ์„ธ๋Œ€ ์ปดํ“จํŒ…์„ ์ž์‹  ์žˆ๊ฒŒ ๊ณ„ํšํ•  ์ˆ˜ ์žˆ๋„๋ก, '๊ทธ๋ฆฌ๋“œ์—์„œ ์นฉ๊นŒ์ง€(Grid-to-Chip)'๋ฅผ ์•„์šฐ๋ฅด๋Š” ๋ฏธ๋ž˜ํ˜• ๊ณ ๋ฐ€๋„ ์†”๋ฃจ์…˜์„ ์ ๊ธฐ์— ๊ณต๊ธ‰ํ•˜๊ธฐ ์œ„ํ•ด ๊ธ€๋กœ๋ฒŒ ์ƒ์‚ฐ ๊ฑฐ์ ์„ ์ง€์†์ ์œผ๋กœ ํ™•๋Œ€ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค." ํ•ต์‹ฌ ์ „๋žต: ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์šด์˜์ž์˜ ์ตœ์šฐ์„  ๊ณผ์ œ์ธ '๊ตฌ์ถ• ์†๋„'์™€ '์ฒซ ๋ฒˆ์งธ ํ† ํฐ ์ƒ์„ฑ ์‹œ๊ฐ„(Time to first token)' ๋‹จ์ถ•์— ์ง‘์ค‘. ์ „๋ ฅ, ๋ƒ‰๊ฐ, IT ์ธํ”„๋ผ๊ฐ€ ํ•˜๋‚˜์˜ ํ†ตํ•ฉ ์‹œ์Šคํ…œ์œผ๋กœ ์ž‘๋™ํ•˜๋Š” ์—”๋“œ-ํˆฌ-์—”๋“œ(End-to-End) ํฌํŠธํด๋ฆฌ์˜ค ๊ฐ•ํ™”. https://www.prnewswire.com/news-releases/vertiv-announces-expansion-of-manufacturing-capacity-spanning-infrastructure-solutions-power-and-rack-systems-to-meet-rising-demand-302723290.html

3์›” 24์ผ KRX-NXT ๊ดด๋ฆฌ์œจ ์ƒ์œ„ https://cafe.naver.com/orbisasset/9080

๊ฐ€์Šค 2025๋…„ ์‹ค์  ์ •๋ฆฌ
๊ฐ€์Šค 2025๋…„ ์‹ค์  ์ •๋ฆฌ

2026.03.24 16:53:16 ๊ธฐ์—…๋ช…: SK๊ฐ€์Šค(์‹œ๊ฐ€์ด์•ก: 2์กฐ 2,512์–ต) A018670 ๋ณด๊ณ ์„œ๋ช…: ๊ธฐ์—…๊ฐ€์น˜์ œ๊ณ ๊ณ„ํš(์ž์œจ๊ณต์‹œ) ๊ณ„ํš์„œ ๋ช…์นญ : 2026๋…„ SK๊ฐ€์Šคใˆœ ๊ธฐ์—…๊ฐ€์น˜ ์ œ๊ณ  ๊ณ„ํš * ์ฃผ์š” ๋‚ด์šฉ <๋ชฉํ‘œ์„ค์ •> 1. ๋ฐฐ๋‹น์„ฑํ–ฅ ์ตœ์†Œ 25% ๋ฐ ๋ฐฐ๋‹น์ •์ฑ… ๊ณ ๋„ํ™”(ex. ์ตœ์†Œ๋ฐฐ๋‹น๊ธˆ, ํŠน๋ณ„๋ฐฐ๋‹น ๋“ฑ) 2. TSR ๋งค๋…„ 10%์ด์ƒ ์ถ”๊ตฌ 3. ์ตœ๊ณ  ๊ฒฝ์˜์ง„ ์ž๋ณธ์‹œ์žฅ ์†Œํ†ต ๊ฐ•ํ™” <๊ณ„ํš ์ˆ˜๋ฆฝ> 1. ์—ฐ๋‚ด ์ฃผ์ฃผํ™˜์›์ •์ฑ…('27~'29) Renewal 2. ์ค‘์žฅ๊ธฐ ์‹ ์„ฑ์žฅ ์ „๋žต ์ˆ˜๋ฆฝ - ์‚ฌ์—… ํฌํŠธํด๋ฆฌ์˜ค ๊ฒฝ์Ÿ๋ ฅ ๊ฐ•ํ™” ๋ฐ Asset-light ์„ฑ์žฅ ๊ธฐ๋ฐ˜์˜ FCF ํ™•๋Œ€ 3. ๋งค๋…„ CEO Investor Day ๊ฐœ์ตœ๋ฅผ ํ†ตํ•œ ์ž๋ณธ์‹œ์žฅ ์†Œํ†ต ๊ฐ•ํ™” ๊ณต์‹œ๋งํฌ: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260324801321 ํšŒ์‚ฌ์ •๋ณด: https://finance.naver.com/item/main.nhn?code=018670

[TOPSTAR] [๊ณต์‹œ์†๋ณด] SK๊ฐ€์Šค, ์„์œ ์ œํ’ˆ ์ €์žฅ์œ„ํƒ๊ณ„์•ฝ ์ฒด๊ฒฐโ†’๋งค์ถœ ๊ธฐ๋ฐ˜ ํ™•์ถฉ ๊ธฐ๋Œ€ http://www.topstarnews.net/news/articleView.html?idxno=16015117

ํ‘ธ๋“œ์›ฐ ์—ฐ๋„๋ณ„ ์‹ค์  ์ถ”์ด. ์ค‘๊ตญ ๋ฏธ์‰๋น™์ฒญ์— ๋‚ฉํ’ˆ
ํ‘ธ๋“œ์›ฐ ์—ฐ๋„๋ณ„ ์‹ค์  ์ถ”์ด. ์ค‘๊ตญ ๋ฏธ์‰๋น™์ฒญ์— ๋‚ฉํ’ˆ

* ์ค‘๊ตญ ๋ฒ„๋ธ”ํ‹ฐ ๋Œ€ํ‘œ ๋ฏธ์‰ 2025๋…„ ๋งค์ถœ/์ˆœ์ด์ต ์˜ˆ์ƒ ์ƒํšŒ โ€ข ๋งค์ถœ 335.6์–ต์œ„์•ˆ vs. ์˜ˆ์ƒ 329.4์–ต์œ„์•ˆ โ€ข ์ง€๋ฐฐ์ฃผ์ฃผ์ˆœ์ด์ต 58.9์–ต์œ„์•ˆ vs. ์˜ˆ์ƒ 58.3์–ต์œ„์•ˆ โ€ข ๋งค์žฅ์ˆ˜ 59823๊ฐœ vs. ์˜ˆ์ƒ 57676๊ฐœ ่œœ้›ช้›†ๅ›ข2025ๅนด่ฅๆ”ถใ€ๅ‡€ๅˆฉๆถฆ้ซ˜ไบŽ้ข„ๆœŸ ่œœ้›ช้›†ๅ›ข2025ๅนดๅ…จๅนด่ฅๆ”ถ335.6ไบฟๅ…ƒไบบๆฐ‘ๅธ๏ผŒ้ข„ไผฐ329.4ไบฟๅ…ƒไบบๆฐ‘ๅธ๏ผ›ๅ…จๅนดๅฝ’ๆฏๅ‡€ๅˆฉๆถฆ58.9ไบฟๅ…ƒไบบๆฐ‘ๅธ๏ผŒ้ข„ไผฐ58.3ไบฟๅ…ƒไบบๆฐ‘ๅธใ€‚ๅˆ†ๅบ—ๆ•ฐ็›ฎ59823๏ผŒๅŒๆฏ”+29%๏ผŒ้ข„ไผฐ57676ใ€‚

์—”์ผ ์˜ค์ •๊ฐ• ๋Œ€ํ‘œ๋Š” ๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ์— 223๋งŒ์ฃผ ๋‹ด๋ณด์ œ๊ณต. ์–ด์ œ์™€ ์˜ค๋Š˜ ๋ฉ”๋ฆฌ์ธ ์ฐฝ๊ตฌ๋กœ ๋งค๋„๊ฐ€ ๋งŽ์•˜์Œ
์—”์ผ ์˜ค์ •๊ฐ• ๋Œ€ํ‘œ๋Š” ๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ์— 223๋งŒ์ฃผ ๋‹ด๋ณด์ œ๊ณต. ์–ด์ œ์™€ ์˜ค๋Š˜ ๋ฉ”๋ฆฌ์ธ ์ฐฝ๊ตฌ๋กœ ๋งค๋„๊ฐ€ ๋งŽ์•˜์Œ

๋ฏธ๊ตญ์ฃผ์‹ ์ˆ˜๊ธ‰๋ถ„์„ https://cafe.naver.com/orbisasset/9078

๊ฑฐ๋ž˜์†Œ, ์•„์Šคํƒ€์— ๊ฐ์‚ฌ์˜๊ฒฌ ๋น„์ ์ •์„ค ์กฐํšŒ๊ณต์‹œ ์š”๊ตฌ https://naver.me/GSQBgW8k

ํ•œ๊ตญ์ฝœ๋งˆ ์—ฐ๋„๋ณ„ ์‹ค์ 
ํ•œ๊ตญ์ฝœ๋งˆ ์—ฐ๋„๋ณ„ ์‹ค์ 

ํ™”์žฅํ’ˆ ODM 4Q
ํ™”์žฅํ’ˆ ODM 4Q

ํŠธ๋Ÿผํ”„ โ€œํ˜ธ๋ฅด๋ฌด์ฆˆ ๊ณต๋™๊ด€๋ฆฌโ€โ€ฆ ์ด๋ž€์— 5๋‹จ๊ณ„ ์ถœ๊ตฌ์ „๋žต ์ œ์‹œ https://v.daum.net/v/20260324115405281

๊ฐ€์น˜ํˆฌ์žํด๋Ÿฝ - Statistics & analytics of Telegram channel @corevalue