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채널에 μ˜¬λΌμ˜€λŠ” λ‚΄μš©μ€ 개인적으둜 의미있게 λ³΄μ΄λŠ” λ‚΄μš©μ„ κ³΅μœ ν•˜κ³ μžν•¨μž…λ‹ˆλ‹€. 동 채널은 맀수/맀도λ₯Ό κΆŒν•˜μ§€ μ•ŠμœΌλ©° κ΄€λ ¨λœ μ’…λͺ©μ„ μ–Έμ œλ“ μ§€ 맀수/맀도할 수 μžˆμŠ΅λ‹ˆλ‹€. 동 μ±„λ„μ—μ„œ 제곡된 정보에 λŒ€ν•œ 투자의 μ±…μž„μ€ νˆ¬μžμžμ—κ²Œ μžˆμŒμ„ λ°νž™λ‹ˆλ‹€.

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IH Research
μ–΄μ œ 1350원이 κΉ¨μ‘ŒμŠ΅λ‹ˆλ‹€. μ„Ήν„° μˆœν™˜λ§€κ°€ λΉ λ₯΄κ²Œ 돌고 μžˆμ§€λ§Œ μ›ν™”μ•½μ„ΈλŠ” μ—¬μ „νžˆ 관심가져야할 νˆ¬μžν¬μΈνŠΈμž…λ‹ˆλ‹€.
μ–΄μ œ 1350원이 κΉ¨μ‘ŒμŠ΅λ‹ˆλ‹€. μ„Ήν„° μˆœν™˜λ§€κ°€ λΉ λ₯΄κ²Œ 돌고 μžˆμ§€λ§Œ μ›ν™”μ•½μ„ΈλŠ” μ—¬μ „νžˆ 관심가져야할 νˆ¬μžν¬μΈνŠΈμž…λ‹ˆλ‹€.

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μ•€νŠΈλ‘œν”½ 9월말 상μž₯ 루머
μ•€νŠΈλ‘œν”½ 9월말 상μž₯ 루머
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- IT HWμ—μ„œ κ°•ν•œ λ°˜λ“± - μ†ŒλΉ„μž¬, λ°”μ΄μ˜€, λΉ…ν…Œν¬ ν•˜λ½ - κΈ€λ‘œλ²Œ μ¦μ‹œμ˜ μ£Όλ„κ΅­κ°€λŠ” ν•œκ΅­μ΄ λΆ„λͺ… - κ³ μš©μ§€ν‘œ μ„œν”„μ— 따라 κΈˆλ¦¬κ°€ μƒμŠΉν–ˆλŠ”λ° μ™œ 이런 μ„Ήν„° λ‘œν…Œμ΄μ…˜μ΄ λ°œμƒν–ˆλŠ”μ§€λŠ” μ†”μ§νžˆ 잘 λͺ¨λ₯΄κ² μŒ - 맀크둜 μž₯μ„Έκ°€ 이
- IT HWμ—μ„œ κ°•ν•œ λ°˜λ“± - μ†ŒλΉ„μž¬, λ°”μ΄μ˜€, λΉ…ν…Œν¬ ν•˜λ½ - κΈ€λ‘œλ²Œ μ¦μ‹œμ˜ μ£Όλ„κ΅­κ°€λŠ” ν•œκ΅­μ΄ λΆ„λͺ… - κ³ μš©μ§€ν‘œ μ„œν”„μ— 따라 κΈˆλ¦¬κ°€ μƒμŠΉν–ˆλŠ”λ° μ™œ 이런 μ„Ήν„° λ‘œν…Œμ΄μ…˜μ΄ λ°œμƒν–ˆλŠ”μ§€λŠ” μ†”μ§νžˆ 잘 λͺ¨λ₯΄κ² μŒ - 맀크둜 μž₯μ„Έκ°€ 이제 λλ‚¬μ„μˆ˜λ„?
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9μ›” 금리 인상 ν™•λ₯ μ€ 재차 67% κΉŒμ§€ μƒμŠΉν–ˆμŠ΅λ‹ˆλ‹€. 거기에 λ°˜μ‘ν•˜λŠ” λ―Έκ΅­ μ£Όμ‹μ‹œμž₯을 보면 κΈˆλ¦¬μΈμƒκΈ°μ— μ ν•©ν•œ νˆ¬μžμ„Ήν„°λŠ” IT HW?
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κ³ μš©μ§€ν‘œ μˆ«μžμ— ν•œλ²ˆ 크게 놀라고 거기에 IT HW만 κΈ‰λ“±ν•˜λŠ” λ―Έμ¦μ‹œμ— ν•œλ²ˆλ” 놀라고 μžˆμŠ΅λ‹ˆλ‹€. 무슨 일이 μΌμ–΄λ‚˜κ³  μžˆλŠ”κ±°μ§€
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μ–΄μ œ 윌러의 λ°œμ–Έμ„ 보고 λ“  첫번째 생각은 'νŠΈλŸΌν”„λ‚˜ λ² μ„ΌνŠΈμ˜ μ „ν™”λ₯Ό λ°›μ•˜κ΅¬λ‚˜' μ˜€μŠ΅λ‹ˆλ‹€. 사싀 뭐λ₯Ό 보고 λ¬Όκ°€κ°€ λ‘”ν™”λ˜κ³  μžˆλ‹€λŠ” 건지 ꡬ체적인 λ‚΄μš©λ„ μ—†μ—ˆκ³  μ‹œμž₯은 μ§„μ •μ‹œν‚€κΈ° μœ„ν•œ λŠλ‚Œμ΄ κ°•ν–ˆμ£ . ν˜Ήμ‹œλΌλ„ λ‚˜μ€‘μ— μ±…μž„μ„ 받지 μ•ŠκΈ° μœ„ν•΄ λ¬Όκ°€λ₯Ό 보고 νŒλ‹¨ν•  κ²ƒμž„μ„ λΆ„λͺ…νžˆ ν–ˆμŠ΅λ‹ˆλ‹€. κΈˆμœ΅μ€ μ‹€λ¬Όλ§ŒνΌμ΄λ‚˜ 심리가 μ€‘μš”ν•©λ‹ˆλ‹€. μ—°μ€€μ˜ μ£Όμš”μΈμ‚¬κ°€ μ €λŸ° λ°œμ–Έμ„ ν•΄μ€€ 것 λ§ŒμœΌλ‘œλ„ μ‹œμž₯은 일단 '금리λ₯Ό μΈμƒν•˜μ§€ μ•Šμ„ 것'의 κ°€λŠ₯성에 μ•ˆλ„ν•˜κ³  μžˆμŠ΅λ‹ˆλ‹€. μœ κ°€λ„ 곑물 가격도 μ•ˆμ •λ˜ λ³΄μ΄λŠ”κ²Œ λ§Žμ§€ μ•Šμ€λ° μ €λŠ” μ—¬μ „νžˆ μ‹œμž₯에 λŒ€ν•΄ 확신이 μ—†λ„€μš” γ…  주식을 곡격적으둜 ν•˜λŠ”κ±΄ μ‘°κΈˆλ” 기닀렀보고 ν•˜κ² μŠ΅λ‹ˆλ‹€.
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- Financialsμ—λŠ” λ‘œλΉˆν›„λ“œ, μŠ€νŠΈλž˜ν‹°μ§€, 써클이 ν¬ν•¨λ˜μ–΄ μžˆμ–΄μ„œμž„ - Techμ—μ„œλŠ” μŠ€λ…Έμš°ν”Œλ ˆμ΄ν¬, νŒ”λž€ν‹°μ–΄ λ“± SW의 영ν–₯이 컸음 - λ―Έμž₯ μ‹ κ³ κ°€μ—μ„œ 금육의 비쀑이 μ••λ„μ μœΌλ‘œ 높은데 κΈ€λ‘œλ²Œ μ€ν–‰μ£Όλ“€μ˜ ADR의 비쀑
- Financialsμ—λŠ” λ‘œλΉˆν›„λ“œ, μŠ€νŠΈλž˜ν‹°μ§€, 써클이 ν¬ν•¨λ˜μ–΄ μžˆμ–΄μ„œμž„ - Techμ—μ„œλŠ” μŠ€λ…Έμš°ν”Œλ ˆμ΄ν¬, νŒ”λž€ν‹°μ–΄ λ“± SW의 영ν–₯이 컸음 - λ―Έμž₯ μ‹ κ³ κ°€μ—μ„œ 금육의 비쀑이 μ••λ„μ μœΌλ‘œ 높은데 κΈ€λ‘œλ²Œ μ€ν–‰μ£Όλ“€μ˜ ADR의 비쀑이 맀우 높은 점이 λˆˆμ— 띔
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μ‹œμž₯이 κ±°λž˜λŒ€κΈˆμ΄ 마λ₯΄λ‹€λ³΄λ‹ˆ 외ꡭ인 μ„ λ¬Ό 2000μ–΅ 맀도에 μ΄λ ‡κ²Œ λ°€λ¦¬λŠ”κ΅°μš”
μ‹œμž₯이 κ±°λž˜λŒ€κΈˆμ΄ 마λ₯΄λ‹€λ³΄λ‹ˆ 외ꡭ인 μ„ λ¬Ό 2000μ–΅ 맀도에 μ΄λ ‡κ²Œ λ°€λ¦¬λŠ”κ΅°μš”
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κ°‘μžκΈ° 'κ²½κΈ°λŠ” μ•ˆμ’‹μ€λ° λ¬Όκ°€λ§Œ 였λ₯΄λ‚˜μš”? 그럼 μŠ€νƒœκ·ΈμΈκ°€μš”?' 라고 ν•˜μ§€λ§Œ μ•ŠμœΌλ©΄ λ©λ‹ˆλ‹€.
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US ADP EMPLOYMENT CHANGE ACTUAL 38K (FORECAST 47K, PREVIOUS 44K) ADP 고용 데이터가 μ»¨μ„Όμ„œμŠ€λ₯Ό ν•˜νšŒν–ˆμŠ΅λ‹ˆλ‹€. κΈˆλ¦¬μ—λŠ” λ‚˜μ˜μ§€ μ•Šμ€ λ°μ΄ν„°μž…λ‹ˆλ‹€.
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LUTNICK SAYS RATES WILL STABILIZE AND START TO DECLINE IN NEXT SIX MONTHS μ–΄λ–»κ²Œ?
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κ±°λž˜λŒ€κΈˆμ΄ κΈ‰κ°ν•˜λ„€μš”γ…  였늘 λͺ¨λ“  아이디어가 λ¬΄λ„ˆμ§„ μ‹œμž₯μ΄μ—ˆλŠ”λ°, μ‹œμž₯에 λŒ€ν•œ 고민이 κΉŠμ–΄μ§€λŠ” μ‹œκΈ°μž…λ‹ˆλ‹€. 였늘 κΈˆλ¦¬μ’€ μ•ˆμ •λ˜κ³  쒋은 μ‹œμž₯이 되길
κ±°λž˜λŒ€κΈˆμ΄ κΈ‰κ°ν•˜λ„€μš”γ…  였늘 λͺ¨λ“  아이디어가 λ¬΄λ„ˆμ§„ μ‹œμž₯μ΄μ—ˆλŠ”λ°, μ‹œμž₯에 λŒ€ν•œ 고민이 κΉŠμ–΄μ§€λŠ” μ‹œκΈ°μž…λ‹ˆλ‹€. 였늘 κΈˆλ¦¬μ’€ μ•ˆμ •λ˜κ³  쒋은 μ‹œμž₯이 되길
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μ½”μŠ€λ‹₯μˆ˜κΈ‰λ³΄λ‹ˆ μ•Œν…Œμ˜€μ   κ³΅μ‹œ 이후 외ꡭ인이 맀도
μ½”μŠ€λ‹₯μˆ˜κΈ‰λ³΄λ‹ˆ μ•Œν…Œμ˜€μ   κ³΅μ‹œ 이후 외ꡭ인이 맀도
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ν˜Έμž¬μ—” μ’€ μ‹œμ›ν•˜κ²Œ λ°˜μ˜ν•΄μ€˜μ•Ό μ¦μ‹œκ°€ μ„ μˆœν™˜μ΄ 될텐데 말이죠
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Max 4.4μ‘°
Max 4.4μ‘°
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이λ₯΄λ©΄ λͺ©μš”일, μ‹œμž₯은 μ±„κΆŒ λ§€μž…κ·œλͺ¨λ₯Ό λŠ˜λ¦¬λŠ” λ² μ„ΌνŠΈ 풋을 κΈ°λŒ€ν•˜κ³  μžˆλŠ”λ°, 근본적으둜 λ¬Όκ°€κ°€ μƒμŠΉν•˜κ³  μžˆλŠ” μƒν™©μ—μ„œ μž₯기채 금리만 μž‘λŠ”κ²Œ 무슨 도움이 λ˜λŠ”μ§€λŠ” 잘 λͺ¨λ₯΄κ² μŠ΅λ‹ˆλ‹€. μ›Œμ‹œλŠ” 손가락을 보지 말고 달을 보라고 λ§ν•˜λŠ”λ°, λ² μ„ΌνŠΈλŠ” 손가락을 보라고 ν•˜κ³  μžˆμŠ΅λ‹ˆλ‹€.
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λ°•μŠ€κΆŒμ—μ„œ 살짝 μ‚μ Έλ‚˜μ˜¨ 정도라고 μƒκ°ν•˜κ³  μžˆμ—ˆλŠ”λ° λ°•μŠ€κΆŒ μƒλ‹¨μ—μ„œ μ–΄μ΄μ—†λŠ” 일이 λ°œμƒν–ˆμŠ΅λ‹ˆλ‹€. 였늘 ν•œκ΅­ μ‹œμž₯은 κ·Έλž˜λ„ μ‹œμ΄ˆκ°€κ°€ μ €κ°€κ°€ μ•„λ‹κΉŒ μƒκ°ν•˜κ³  μžˆλŠ”λ° μΈν”Œλ ˆμ΄μ…˜ μƒμŠΉκ³Ό 금리 μƒμŠΉμ— λŒ€ν•œ λŒ€λΉ„λŠ” μ’€ ν•΄μ•Όν•  λ“― ν•©λ‹ˆλ‹€
λ°•μŠ€κΆŒμ—μ„œ 살짝 μ‚μ Έλ‚˜μ˜¨ 정도라고 μƒκ°ν•˜κ³  μžˆμ—ˆλŠ”λ° λ°•μŠ€κΆŒ μƒλ‹¨μ—μ„œ μ–΄μ΄μ—†λŠ” 일이 λ°œμƒν–ˆμŠ΅λ‹ˆλ‹€. 였늘 ν•œκ΅­ μ‹œμž₯은 κ·Έλž˜λ„ μ‹œμ΄ˆκ°€κ°€ μ €κ°€κ°€ μ•„λ‹κΉŒ μƒκ°ν•˜κ³  μžˆλŠ”λ° μΈν”Œλ ˆμ΄μ…˜ μƒμŠΉκ³Ό 금리 μƒμŠΉμ— λŒ€ν•œ λŒ€λΉ„λŠ” μ’€ ν•΄μ•Όν•  λ“― ν•©λ‹ˆλ‹€.
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이번 κ²¨μšΈμ— μ–΄λ–€ 일이 μΌμ–΄λ‚ κΉŒμš”?
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No text...
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Palo Alto Networks Q4 싀적 및 κ°€μ΄λ˜μŠ€ μš”μ•½ 1. Q4 싀적 λ§€μΆœμ€ $3.41B둜 μ»¨μ„Όμ„œμŠ€ $3.35Bλ₯Ό $0.06B μƒνšŒ(Beat)ν–ˆκ³ , Non-GAAP EPSλŠ” $1.02둜 μ»¨μ„Όμ„œμŠ€ $0.98을 $0.04 μƒνšŒ(Beat) 2. Q1 κ°€μ΄λ˜μŠ€ 맀좜 κ°€μ΄λ˜μŠ€λŠ” $3.300B~3.310B(쀑간값 $3.305B)둜 μ»¨μ„Όμ„œμŠ€ $3.22Bλ₯Ό $0.085B μƒνšŒ 맀좜 YoY μ„±μž₯λ₯ μ€ 33~34% Non-GAAP EPSλŠ” $0.96~0.98(쀑간값 $0.97)둜 μ»¨μ„Όμ„œμŠ€ $0.93을 $0.04 μƒνšŒ NGS ARR은 $9.54B~9.56B(YoY 63% μ„±μž₯), RPOλŠ” $20.8B~20.9B(YoY 34~35% μ„±μž₯)λ₯Ό κ°€μ΄λ˜μŠ€λ‘œ μ œμ‹œ 3. FY2027 κ°€μ΄λ˜μŠ€ λ§€μΆœμ€ $14.10B~14.20B(쀑간값 $14.15B)둜 μ»¨μ„Όμ„œμŠ€ $13.83Bλ₯Ό $0.32B μƒνšŒ 맀좜 YoY μ„±μž₯λ₯ μ€ 23~24%μž…λ‹ˆλ‹€. Non-GAAP EPSλŠ” $4.16~4.19(쀑간값 $4.175)둜 μ»¨μ„Όμ„œμŠ€ $4.11을 $0.065 μƒνšŒ NGS ARR은 $11.075B~11.175B(YoY 22~23% μ„±μž₯), RPOλŠ” $25.2B~25.4B(YoY 19~20% μ„±μž₯)λ₯Ό μ œμ‹œ Non-GAAP μ˜μ—…μ΄μ΅λ₯ μ€ 29.5%, ν¬μ„μ£Όμ‹μˆ˜λŠ” 844~847M, μ‘°μ • FCF λ§ˆμ§„μ€ 38% 4. Q4 μ£Όμš” μ½”λ©˜νŠΈ Q4 λ§€μΆœμ€ 34% μ¦κ°€ν–ˆκ³ , Non-GAAP EPSλŠ” 7% μ¦κ°€ν–ˆκ³  NGS ARR은 63% κΈ‰μ¦ν•˜μ—¬ $9.10B에 λ„λ‹¬ν–ˆμœΌλ©°, μ‹ κ·œ 순증 ARR μ•½ $1Bκ°€ μΆ”κ°€ RPOλŠ” 34% μ„±μž₯ν•œ $21.2B둜 κ°•ν•œ 고객 ν”Œλž«νΌ μˆ˜μš”λ₯Ό μ‹œμ‚¬ Q4 GAAP κΈ°μ€€μœΌλ‘œλŠ” $282M(희석주당 $0.35)의 μˆœμ†μ‹€μ„ 기둝 μ‘°μ • FCFλŠ” $1.29B둜 μ¦κ°€ν–ˆκ³  Q4 FCF λ§ˆμ§„μ€ 37.8%에 λ‹¬ν–ˆμŠ΅λ‹ˆλ‹€. κ²½μ˜μ§„μ€ AI μˆ˜μš” 증가에 따라 FY28 μ‘°μ • FCF λ§ˆμ§„ 40%λ₯Ό λͺ©ν‘œλ‘œ μ œμ‹œ
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