NAVER ๋กœ๊ณ 

NAVER (035420) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

NAVER ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 222,000 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 2,500 ์›
๋ณ€๋™๋ฅ  +1.14%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์žฅํ›„ ์‹œ๊ฐ„์™ธ ์ข…๊ฐ€
์‹œ์žฅ KOSPI
๊ฑฐ๋ž˜์†Œ KRX ยท NXT ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ
์‹œ๊ฐ€ 219,000 ์›
๊ณ ๊ฐ€ 225,000 ์›
์ €๊ฐ€ 214,000 ์›
52์ฃผ ๋ฒ”์œ„ 181,100 ์› ~ 304,000 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 987,136
๊ฑฐ๋ž˜๋Œ€๊ธˆ 217,448,570,500 ์›
์‹œ๊ฐ€์ด์•ก 34์กฐ 8,490์–ต์›
PER 19.6๋ฐฐ
PBR 1.32๋ฐฐ
EPS 12,370.3852 ์›
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ  0.47%
์—…์ข… ํฌํƒˆ/ํ”Œ๋žซํผ

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.08.07 219,500 222,000 208,000 210,000 1,755,934 373,541,094,250
2026.08.10 210,500 211,500 206,500 211,500 733,171 153,237,104,000
2026.08.11 214,000 215,500 209,500 214,000 649,296 138,328,624,000
2026.08.12 215,000 220,500 214,500 215,500 833,014 181,020,255,250
2026.08.13 218,500 230,000 215,500 226,500 1,834,477 411,644,330,500
2026.08.14 227,000 232,500 225,000 228,000 750,112 170,768,122,000
2026.08.18 225,500 226,000 214,500 217,000 824,610 181,267,670,250
2026.08.19 208,500 209,500 203,000 208,000 733,375 151,385,300,750
2026.08.20 210,500 223,500 209,500 219,500 961,900 210,505,687,250
2026.08.21 219,000 225,000 214,000 222,000 987,136 217,448,570,500

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSPI 22์œ„ 156,977,585 35.33% ๋ฏธ๋””์–ด ํฌํƒˆ/ํ”Œ๋žซํผ

๊ธฐ์—… ๊ฐœ์š”

NAVER๋Š” 1999๋…„ 6์›” ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ์„œ์น˜ํ”Œ๋žซํผ, ์ปค๋จธ์Šค, ํ•€ํ…Œํฌ ์‚ฌ์—… ๋“ฑ์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ ๋„ค์ด๋ฒ„ํŒŒ์ด๋‚ธ์…œ(์ฃผ), ์Šค๋…ธ์šฐ(์ฃผ), ๋„ค์ด๋ฒ„์›นํˆฐ(์ฃผ) ๋“ฑ ๋‹ค์ˆ˜๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์„œ์น˜ํ”Œ๋žซํผ ๋ถ€๋ฌธ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ปค๋จธ์Šค ๋ถ€๋ฌธ์ด ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ๊ตญ๋‚ด 1์œ„ ์ธํ„ฐ๋„ท ๊ฒ€์ƒ‰ ํฌํ„ธ "๋„ค์ด๋ฒ„(NAVER)" ์„œ๋น„์Šค์™€ ํด๋ผ์šฐ๋“œ๋ฅผ ๋น„๋กฏํ•œ ๋‹ค์–‘ํ•œ IT ์ธํ”„๋ผ ๋ฐ ๊ธฐ์—…ํ–ฅ ์†”๋ฃจ์…˜ ์ œ๊ณต์„ ํ™•๋Œ€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ๋‹ค์–‘ํ•œ ์ฝ˜ํ…์ธ  ์‚ฌ์—…์„ ํ†ตํ•ด์„œ๋„ ๊ธ€๋กœ๋ฒŒ ์‚ฌ์—… ๊ธฐ๋ฐ˜์„ ํ™•์žฅํ•˜๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ๋ชจ๋ฐ”์ผ๊ฒŒ์ž„ : ๊ธ€๋กœ๋ฒŒ ๋ชจ๋ฐ”์ผ ๋ฉ”์‹ ์ € LINE(๋ผ์ธ)์˜ ๊ฒŒ์ž„ ์„œ๋น„์Šค "๋ผ์ธ ๊ฒŒ์ž„"์„ ํ†ตํ•ด ๊ฒŒ์ž„ ์ฝ˜ํ…์ธ  ์ œ๊ณต
  • ๊ฒŒ์ž„ : ๊ธ€๋กœ๋ฒŒ ๋ชจ๋ฐ”์ผ ๋ฉ”์‹ ์ € LINE์˜ ๊ฒŒ์ž„ ์„œ๋น„์Šค "๋ผ์ธ ๊ฒŒ์ž„"์„ ํ†ตํ•ด ๊ฒŒ์ž„ ์ฝ˜ํ…์ธ  ์ œ๊ณต
  • ์ž์œจ์ฃผํ–‰ : ์žํšŒ์‚ฌ ๋„ค์ด๋ฒ„๋žฉ์Šค๊ฐ€ ์ž์œจ์ฃผํ–‰์ฐจ ๊ธฐ๋ฐ˜ ์นด์…ฐ์–ด๋ง(์ฐจ๋Ÿ‰๊ณต์œ ) ์‚ฌ์—… ์ง„์ถœ์„ ์ถ”์ง„์ค‘์ด๋ฉฐ, IT์—…๊ณ„ ์ตœ์ดˆ๋กœ ๊ตญํ† ๋ถ€๋กœ๋ถ€ํ„ฐ ์ž์œจ์ฃผํ–‰์ฐจ ์ž„์‹œ์šดํ–‰ ํ—ˆ๊ฐ€ ๋ฐ›์Œ
  • AI : CLOVA, papago ๋“ฑ ๋‹ค์–‘ํ•œ ์ธ๊ณต์ง€๋Šฅ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•˜๋Š” ๊ธฐ์—…
  • ํ•€ํ…Œํฌ : ์ „์ž ๊ธˆ์œต ์„œ๋น„์Šค๋ฅผ ์œ„ํ•ด ๋ถ„ํ• ํ•œ ๋„ค์ด๋ฒ„ ํŒŒ์ด๋‚ธ์…œ์„ ํ†ตํ•ด ๊ฐ„ํŽธ ๊ฒฐ์ œ์™€ ์†ก๊ธˆ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณต ์ค‘์ด๋ฉฐ, ๋งˆ์ด๋ฐ์ดํ„ฐ ์‚ฌ์—… ๋ณธ์ธ๊ฐ€๋ฅผ ๋ฐ›์€ ๊ธฐ์—…
  • ๋ฉ”ํƒ€๋ฒ„์Šค : ์žํšŒ์‚ฌ๋ฅผ ํ†ตํ•ด ๋ฉ”ํƒ€๋ฒ„์Šค ํ”Œ๋žซํผ์ธ ์ œํŽ˜ํ† ๋ฅผ ์šด์˜
  • NFT : ์†์žํšŒ์‚ฌ ๋„ค์ด๋ฒ„์ œํŠธ, ๋ฉ”ํƒ€๋ฒ„์Šค ํ”Œ๋žซํผ "์ œํŽ˜ํ† "์— NFT๋กœ ๊ฑฐ๋ž˜ํ•˜๋Š” ์‹œ์Šคํ…œ์„ ๋„์ž…ํ–ˆ์œผ๋ฉฐ, ๋” ์ƒŒ๋“œ๋ฐ•์Šค์™€ ํ˜‘์—…ํ•ด NFT ์ถœ์‹œ, ๋ผ์ธ์˜ ๋ธ”๋ก์ฒด์ธ ์žํšŒ์‚ฌ ๋ผ์ธํ…Œํฌํ”Œ๋Ÿฌ์Šค, ๋””ํ† ๋ฎค์ง๊ณผ NFT ์„œ๋น„์Šค ๊ฐœ๋ฐœ ํ˜‘์•ฝ ์ฒด๊ฒฐ
  • SNS : ์ธํ„ฐ๋„ท ๊ฒ€์ƒ‰ ํฌํ„ธ ์‚ฌ์ดํŠธ์ธ ๋„ค์ด๋ฒ„์˜ ์šด์˜์—…์ฒด๋กœ ์ธํ„ฐ๋„ท ํฌํ„ธ ์„œ๋น„์Šค ๋„ค์ด๋ฒ„(ํ•œ๊ตญ, ์ผ๋ณธ)์™€ ๊ธ€๋กœ๋ฒŒ ๋ฉ”์‹ ์ € LINE(๋ผ์ธ), ์Šค๋…ธ์šฐ, ๋„ค์ด๋ฒ„ ์นดํŽ˜ ๋“ฑ์„ ์„œ๋น„์Šค ์ค‘
  • ์Šคํฌ์ธ ํ–‰์‚ฌ : ๊ฐ์ข… ์Šคํฌ์ธ  ๊ฒฝ๊ธฐ ์ƒ์ค‘๊ณ„ ๋ฐ ๋‹ค์‹œ๋ณด๊ธฐ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•˜๋Š” ๋„ค์ด๋ฒ„ ์Šคํฌ์ธ ๋กœ ์ธํ•ด ์Šคํฌ์ธ  ํ–‰์‚ฌ ๊ด€๋ จ ์ฃผ๋กœ ํŽธ์ž…
  • ์›นํˆฐ : ๊ธ€๋กœ๋ฒŒ 1์œ„ ์›นํˆฐ ํ”Œ๋žซํผ์ธ ๋„ค์ด๋ฒ„ ์›นํˆฐ์„ ์šด์˜ํ•˜๊ณ  ์žˆ์Œ
  • ๋งˆ์ด๋ฐ์ดํ„ฐ : ๋„ค์ด๋ฒ„ํŒŒ์ด๋‚ธ์…œ ํ†ตํ•ด ๋งˆ์ด๋ฐ์ดํ„ฐ ๋ณธ์ธ๊ฐ€๋ฅผ ์ทจ๋“
  • ๋””์ง€ํ„ธ๋‰ด๋”œ : ์ธํ„ฐ๋„ท ๊ฒ€์ƒ‰ ํฌํ„ธ ์‚ฌ์ดํŠธ, ๋ชจ๋ฐ”์ผ ๋ฉ”์‹ ์ € ๋ผ์ธ ๋“ฑ ์ธํ„ฐ๋„ท ๊ธฐ๋ฐ˜ ์„œ๋น„์Šค ๋ฐ ํ”Œ๋žซํผ ์‚ฌ์—… ๋“ฑ์„ ์˜์œ„
  • ์ธํ„ฐ๋„ท : ๊ตญ๋‚ด 1์œ„ ํฌํ„ธ ์„œ๋น„์Šค๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ด‘๊ณ , ์‡ผํ•‘, ๋””์ง€ํ„ธ ๊ฐ„ํŽธ๊ฒฐ์ œ ์‚ฌ์—…์„ ์˜์œ„
  • ๋ธ”๋ก์ฒด์ธ : ์žํšŒ์‚ฌ "๋ผ์ธ"์˜ ๊ตญ๋‚ด ๋ฒ•์ธ์ธ ๋ผ์ธํ”Œ๋Ÿฌ์Šค๊ฐ€ ๋ธ”๋ก์ฒด์ธ ๊ธฐ์ˆ  ์ „๋ฌธ ์žํšŒ์‚ฌ "์–ธ๋ธ”๋ฝ"์„ ์„ค๋ฆฝํ•จ
  • ํด๋ผ์šฐ๋“œ์ปดํ“จํŒ… : ๊ณต๊ณต๊ธฐ๊ด€์šฉย ํด๋ผ์šฐ๋“œ ์ปดํ“จํŒ… ์„œ๋น„์Šค๋ฅผ ์šด์˜ํ•˜๊ณ  ์žˆ๋Š” ์šฐ๋ฆฌ๋‚˜๋ผ์˜ ๋Œ€ํ‘œ์ ์ธ ๊ธฐ์—…์œผ๋กœ CSAP ๋“ฑ ์ •๋ณด๋ณดํ˜ธ์ธ์ฆ ๋ฐ ๊ธ€๋กœ๋ฒŒ ์ˆ˜์ค€์˜ ๋ณด์•ˆ ๊ธฐ์ˆ ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Œ
  • ์ฑ—GPT : ์ข…์†ํšŒ์‚ฌ ๋„ค์ด๋ฒ„ํด๋ผ์šฐ๋“œ๊ฐ€ ์ฑ—๋ด‡ ์ƒ์„ฑ ํ”Œ๋žซํผ โ€˜CLOVA Chatbotโ€ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณต ์ค‘
  • ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ : ๋„ค์ด๋ฒ„ํŽ˜์ด์˜ ์›ํ™” ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ ์ปจ์†Œ์‹œ์—„ ์ฐธ์—ฌ์™€ ์ƒํ‘œ๊ถŒ ์ถœ์›
  • ๋ฐ์ดํ„ฐ์„ผํ„ฐ : ์ž์ฒด ๋ฐ์ดํ„ฐ์„ผํ„ฐ(๊ฐ ์ถ˜์ฒœยท๊ฐ ์„ธ์ข…)๋ฅผ ์ง์ ‘ ๊ฑด์„คํ•˜๊ณ , ํด๋ผ์šฐ๋“œยทAI ๋Œ€๊ทœ๋ชจ ์„œ๋น„์Šค์˜ ์•ˆ์ •์  ์šด์˜์„ ์œ„ํ•ด ์ธํ”„๋ผ ํˆฌ์ž๋ฅผ ํ™•๋Œ€ํ•˜๋Š” IT ๊ธฐ์—…
  • ์›”๋“œ์ปต : ์ค‘์•™๊ทธ๋ฃน๊ณผ ๋‰ด๋ฏธ๋””์–ด ์ค‘๊ณ„๊ถŒ ๊ณ„์•ฝ์„ ๋งบ์–ด ์น˜์ง€์ง ๋“ฑ ์˜จ๋ผ์ธ ํ”Œ๋žซํผ์„ ํ†ตํ•œ ์›”๋“œ์ปต ์˜์ƒ ์ œ๊ณต ๊ธฐ๋ฐ˜์„ ํ™•๋ณดํ•œ ๊ธฐ์—…์œผ๋กœ, ๊ฒฝ๊ธฐ ์ƒ์ค‘๊ณ„, ํ•˜์ด๋ผ์ดํŠธ, ๊ฒ€์ƒ‰ ํŠธ๋ž˜ํ”ฝ, ์ปค๋ฎค๋‹ˆํ‹ฐ, ๊ด‘๊ณ  ์ˆ˜์š”์™€ ์—ฐ๊ฒฐ๋˜๋Š” ํ”Œ๋žซํผ ๊ด€๋ จ์ฃผ

AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์ด ์ข…๋ชฉ์„ ๊ฐ•๋ ฅ๋งค๋„ ยท ๋งค๋„ ยท ์ค‘๋ฆฝ ยท ๋งค์ˆ˜ ยท ๊ฐ•๋ ฅ๋งค์ˆ˜ ๋กœ ์˜ˆ์ธกํ–ˆ์–ด์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์˜ˆ์ƒ ์ฃผ๊ฐ€ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ AI์˜ ํˆฌ์ž์˜๊ฒฌ, ๋ชฉํ‘œยท์†์ ˆ๊ฐ€, AI๊ฐ€ ์ฐธ๊ณ ํ•œ ์ฐจํŠธ ํŒจํ„ด๋“ค์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์ด ์ข…๋ชฉ์„ ๋งค์ˆ˜ ยท ๋งค๋„ ยท ๋ณด์œ  ยท ๊ด€๋ง ์ค‘์ด์—์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์˜ ๋งค๋งค ์‹œ์ ์„ ํ™•์ธํ•˜๊ณ  ๋‹ค์Œ ์‹ ํ˜ธ๋ฅผ ์•Œ๋ฆผ์œผ๋กœ ๋ฐ›์•„๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ตœ์‹  ๊ด€๋ จ ๋‰ด์Šค

๋ฏธ๊ตญ 10๋…„๋ฌผ ๊ตญ์ฑ„๊ธˆ๋ฆฌ๊ฐ€ 4% ํ›„๋ฐ˜๊นŒ์ง€ ์˜ฌ๋ผ์„  ๊ฐ€์šด๋ฐ, ๊ณ ๊ธˆ๋ฆฌ ๊ตญ๋ฉด์—์„œ๋Š” ๋‹จ์ˆœํžˆ ์ž๊ธฐ์ž๋ณธ์ด์ต๋ฅ (ROE)์ด ๋†’์€ ๊ธฐ์—…๋ณด๋‹ค ROE๋ฅผ ๋Œ์–ด์˜ฌ๋ฆด ์ˆ˜ ์žˆ๋Š” ๊ธฐ์—…์— ์ฃผ๋ชฉํ•ด์•ผ ํ•œ๋‹ค๋Š” ๋ถ„์„์ด ๋‚˜์™”๋‹ค. ๊ตญ๋‚ด ๊ธฐ์—…์œผ๋กœ๋Š” ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๋ฅผ ๋น„๋กฏํ•ด LG, ํ˜„๋Œ€๋ชจ๋น„์Šค, GS ๋“ฑ์ด ๊ผฝํ˜”๋‹ค.์ด์žฌ๋งŒ ํ•˜๋‚˜์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ 23์ผ ๋ณด๊ณ ์„œ์—์„œ "ํ˜„์žฌ S&P500์ง€์ˆ˜์˜ ํ• ์ธ์œจ์€ 4.7%๋กœ ๋ฏธ๊ตญ 10๋…„๋ฌผ ๊ตญ์ฑ„๊ธˆ๋ฆฌ 4.7%์™€ ์ฐจ์ด๊ฐ€ ๊ฑฐ์˜ ์—†๋Š” ์ˆ˜์ค€๊นŒ์ง€ ์ขํ˜€์กŒ๋‹ค"๋ฉฐ "2007๋…„ ์ดํ›„ ์ตœ์ € ์ˆ˜์ค€์œผ๋กœ ๋ฏธ๊ตญ ์ •๋ถ€๋ณด๋‹ค ๊ธฐ์—…์— ๋Œ€ํ•œ ์‹œ์žฅ์˜ ์‹ ๋ขฐ๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ๋†’์•„์ง„ ๊ฒฐ๊ณผ๋กœ ํ•ด์„ํ•œ๋‹ค"๊ณ  ๋ฐํ˜”๋‹ค.์‹ค์ œ ๋ฏธ๊ตญ ์ •๋ถ€์˜ ๊ตญ๋‚ด์ด์ƒ์‚ฐ(GDP) ๋Œ€๋น„ ์žฌ์ •์ ์ž ๋น„์œจ์€ ์˜ฌํ•ด 1์›” 5.2%์—์„œ 7์›” 6.0%๋กœ ๋‹ค์‹œ ์ปค์ง„ ๋ฐ˜๋ฉด S&P500 ๊ธฐ์—…๋“ค์˜ ๊ธฐ์—…์˜ ํšจ์œจ์„ฑ(ROE)๋Š” ๊ฐ™์€ ๊ธฐ๊ฐ„ 20%์—์„œ 23%๋กœ ๋†’์•„์กŒ๋‹ค. ์ •๋ถ€์˜ ์žฌ์ • ๋ถ€๋‹ด์ด ์ปค์ง€๋Š” ๋™์•ˆ ๊ธฐ์—…์˜ ์ž๋ณธ ํšจ์œจ์„ฑ์€ ๊ฐœ์„ ๋œ ์…ˆ์œผ๋กœ ๊ณ ๊ธˆ๋ฆฌ ๊ตญ๋ฉด์—์„œ ROE ๊ฐœ์„  ์—ฌ๋ถ€๋Š” ์ฃผ๊ฐ€ ์ˆ˜์ต๋ฅ ์—๋„ ์˜ํ–ฅ์„ ์ค€๋‹ค๋Š” ํ•ด์„์ด๋‹ค.๊ธˆ๋ฆฌ ์ƒ์Šน ๊ตญ๋ฉด์—์„œ๋Š” ROE ์ž์ฒด๋ณด๋‹ค ROE๋ฅผ ๋†’์ด๋Š” ๋ฐฉ์‹์ด ์ค‘์š”ํ•˜๋‹ค๊ณ  ๋ดค๋‹ค. ROE๋Š” ์ด์ž์‚ฐ์ด์ต๋ฅ (ROA)๊ณผ ์žฌ๋ฌด๋ ˆ๋ฒ„๋ฆฌ์ง€ ๋น„์œจ์„ ๊ณฑํ•ด ์‚ฐ์ถœํ•œ๋‹ค. ๊ธˆ๋ฆฌ๊ฐ€ ์˜ค๋ฅผ ๋•Œ๋Š” ์ด์ต

์˜คํ”ˆAI๊ฐ€ ์ˆ˜์ต์„ฑ๋ณด๋‹ค ์ธ๊ณต์ง€๋Šฅ(AI) ์—์ด์ „ํŠธ ์‹œ์žฅ ์„ ์ ์„ ์šฐ์„ ํ•˜๋Š” ์ „๋žต์„ ํŽผ์น˜๋ฉด์„œ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ(AIDC)์˜ ๊ฐ€์น˜๊ฐ€ ๊ฐˆ์ˆ˜๋ก ๋†’์•„์งˆ ๊ฒƒ์ด๋ผ๋Š” ์ „๋ง์ด ๋‚˜์™”๋‹ค. ์ด์— ๊ตญ๋‚ด์—์„œ๋Š” ์‚ผ์„ฑ์—์Šค๋””์—์Šค์™€ NAVER๊ฐ€ ์ˆ˜ํ˜œ๋ฅผ ๋ฐ›์„ ๊ฒƒ์ด๋ผ๋Š” ๋ถ„์„์ด๋‹ค. ์ •ํ•ด์ฐฝ ๋Œ€์‹ ์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "์—์ด์ „ํŠธ ์‹œ์žฅ ํ™•๋Œ€ ๊ณผ์ •์—์„œ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์˜ ๊ณต๊ธ‰์ž ์šฐ์œ„๊ฐ€ ์ง€์†๋  ๊ฒƒ"์ด๋ผ๋ฉฐ ์‚ผ์„ฑ์—์Šค๋””์—์Šค์™€ NAVER๋ฅผ ๊ด€๋ จ ์ˆ˜ํ˜œ์ฃผ๋กœ ์ œ์‹œํ–ˆ๋‹ค. ์‚ผ์„ฑ์—์Šค๋””์—์Šค์™€ NAVER์— ๋Œ€ํ•œ ํˆฌ

"์นด์นด์˜คX์™€ ์นด์นด์˜คAI๋Š” ์‚ฌ์—…๋ชฉ์ ์ด ์„œ๋กœ ๋‹ค๋ฅธ ๋งŒํผ ๋…๋ฆฝ์ ์œผ๋กœ ๊ฒฝ์˜๋  ๊ฒ๋‹ˆ๋‹ค. ์นด์นด์˜คX๋ฅผ ์ง€์ฃผ์‚ฌ๋กœ ์ „ํ™˜ํ•  ๊ณ„ํš๋„ ์—†์Šต๋‹ˆ๋‹ค." ๊น€๋„์˜ ์นด์นด์˜คX ๋Œ€ํ‘œ ๋‚ด์ •์ž๋Š” 21์ผ ์˜คํ›„ ์นด์นด์˜ค์˜ ๊ธฐ์—…๊ตฌ์กฐ ๊ฐœํŽธ์•ˆ์„ ๋ฐœํ‘œํ•œ ์งํ›„ ์ง„ํ–‰ํ•œ ๊ธฐ์ž๊ฐ„๋‹ดํšŒ์—์„œ ์ด๊ฐ™์ด ๋งํ–ˆ๋‹ค. ์ด๋‚  ์นด์นด์˜ค๋Š” โ–ณํ†ก ํ”Œ๋žซํผ โ–ณ๋งต ํ”Œ๋žซํผ โ–ณ๊ด‘๊ณ  โ–ณ์ปค๋จธ์Šค ์‚ฌ์—…์„ ์ธ์ ๋ถ„ํ• ํ•ด ์‹ ์„ค๋ฒ•์ธ '์นด์นด์˜คAI'๋ฅผ ๋งŒ๋“œ๋Š” ๊ฒƒ์„ ๊ณจ์ž๋กœ ํ•œ ์ง€๋ฐฐ๊ตฌ์กฐ ์žฌํŽธ์•ˆ์„ ๋ฐœํ‘œํ–ˆ๋‹ค. ์กด์†๋ฒ•์ธ '์นด์นด์˜ค'๋Š” ์‚ฌ๋ช…์„ '์นด์นด์˜คX'๋กœ ๋ณ€๊ฒฝํ•˜๊ณ  โ–ณํ…Œํฌํ•€(์นด์นด์˜ค๋ฑ…ํฌยท์นด์นด์˜คํŽ˜์ดยท์นด์นด์˜คํŽ˜์ด์ฆ๊ถŒ) โ–ณ์ฝ˜ํ…์ธ (์นด์นด์˜ค์—”ํ„ฐํ…Œ์ธ๋จผํŠธยทSM์—”ํ„ฐํ…Œ์ธ๋จผํŠธยท์นด์นด์˜คํ”ฝ์ฝ”๋งˆ) โ–ณ๋ชจ๋นŒ๋ฆฌํ‹ฐ(์นด์นด์˜ค๋ชจ๋นŒ๋ฆฌํ‹ฐ) โ–ณํˆฌ์ž(์นด์นด์˜ค์ธ๋ฒ ์ŠคํŠธ๋จผํŠธยท์นด์นด์˜ค๋ฒค์ฒ˜์Šค) ์‚ฌ์—…์„ ๋‚จ๊ธด๋‹ค....

2026 AIยท๋””์ง€ํ„ธ ๊ธฐ๋ฐ˜ ์‚ฌํšŒ๋ฌธ์ œ ํ•ด๊ฒฐ ์ฑŒ๋ฆฐ์ง€ ๋‚ด๋‹ฌ 30์ผ๊นŒ์ง€ ๊ณต๋ชจ ๊ณผํ•™๊ธฐ์ˆ ์ •๋ณดํ†ต์‹ ๋ถ€์™€ ํ•œ๊ตญ์ง€๋Šฅ์ •๋ณด์‚ฌํšŒ์ง„ํฅ์›(NIA)์€ '2026 AIยท๋””์ง€ํ„ธ ๊ธฐ๋ฐ˜ ์‚ฌํšŒ๋ฌธ์ œ ํ•ด๊ฒฐ ์ฑŒ๋ฆฐ์ง€'๋ฅผ ๊ฐœ์ตœํ•œ๋‹ค๊ณ  21์ผ ๋ฐํ˜”๋‹ค. ํญ์šฐ ๋“ฑ ๊ธฐํ›„์žฌ๋‚œ ๋Œ€์‘์ด๋‚˜ ์ง€์—ญ ์†Œ๋ฉธ ๋“ฑ ์‚ฌํšŒ๋ฌธ์ œ ํ•ด๊ฒฐ์„ ์œ„ํ•œ ์•„์ด๋””์–ด๋ฅผ ์ œ์‹œํ•˜๊ณ  ๊ด€๋ จ AIยท๋””์ง€ํ„ธ ์„œ๋น„์Šค๋ฅผ ๊ฐœ๋ฐœํ•˜๋Š” ๋Œ€ํšŒ๋‹ค. ๊ณต๋ชจ์ „์€ โ–ณ์„œ๋น„์Šค ๊ฐœ๋ฐœ โ–ณ์•„์ด๋””์–ด ๋ฐœ๊ตด ๋ถ€๋ฌธ์œผ๋กœ ๊ตฌ๋ถ„ํ•ด ์ง„ํ–‰ํ•œ๋‹ค. ์„œ๋น„์Šค ๊ฐœ๋ฐœ ๋ถ€๋ฌธ ์ฐธ๊ฐ€์ž๋Š” AIยท๋””์ง€ํ„ธ ์„œ๋น„์Šค๋ฅผ ๋ชจ๋ฐ”์ผ ์•ฑ ๋“ฑ์˜ ํ˜•ํƒœ๋กœ ๊ฐœ๋ฐœํ•œ๋‹ค. ๊ณผ๊ธฐ์ •ํ†ต๋ถ€๋Š” ๊ณต๋ชจ์ „ ์ง„ํ–‰ ๊ธฐ๊ฐ„ ์ค‘ ๋„ค์ด๋ฒ„(NAVER)ยทNHNยทKTํด๋ผ์šฐ๋“œ ์ค‘ 1๊ฐœ ์‚ฌ์— ๋Œ€ํ•œ ์‚ฌ์šฉ๋ฃŒ๋ฅผ ์ง€์›ํ•  ๊ณ„ํš์ด๋‹ค. ์˜คํ”„๋ผ์ธ ์ „๋ฌธ๊ฐ€ ๋ฉ˜ํ† ๋ง ํ–‰์‚ฌ๋Š” 10์›” ์ค‘ ์ง„ํ–‰ํ•œ๋‹ค....

๋ฏธ๋ž˜์—์…‹์ฆ๊ถŒ(006800)์—์„œ ๊ฑฐ๋ž˜ํ•˜๋Š” ๊ณ ์ˆ˜์ต ํˆฌ์ž์ž๋“ค์ด 21์ผ ๊ฐ€์žฅ ๋งŽ์ด ์ˆœ๋งค์ˆ˜ํ•œ ์ข…๋ชฉ์€ ์‚ผ์„ฑ์ „์ž(005930), ์‚ผ์„ฑ์ „๊ธฐ(009150), LS(006260) ์ˆœ์œผ๋กœ ์ง‘๊ณ„๋๋‹ค. ์‚ผ์„ฑ์ „์ž๊ฐ€ 100์กฐ ์› ์•ˆํŒŽ์˜ ๋Œ€๊ทœ๋ชจ ์ฃผ์ฃผํ™˜์›์ฑ…์„ ๋‚ด๋†“์„ ์ˆ˜ ์žˆ๋‹ค๋Š” ๊ธฐ๋Œ€๊ฐ€ ์ปค์ง„ ๊ฐ€์šด๋ฐ ์‚ผ

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 12,035,007,218,975 12.08%
2024 ์—ฐ๊ฐ„ (YoY) 10,737,719,264,647 11.03%
2023 ์—ฐ๊ฐ„ (YoY) 9,670,643,576,585 17.65%
2022 ์—ฐ๊ฐ„ (YoY) 8,220,079,000,000 20.57%
2026.2Q ๋ถ„๊ธฐ (QoQ) 3,388,755,080,295 4.56%
2026.1Q ๋ถ„๊ธฐ (QoQ) 3,241,061,102,900 1.44%
2025.4Q ๋ถ„๊ธฐ (QoQ) 3,195,084,241,354 1.82%
2025.3Q ๋ถ„๊ธฐ (QoQ) 3,138,054,569,501 7.65%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 2,208,138,388,720 11.56%
2024 ์—ฐ๊ฐ„ (YoY) 1,979,263,438,827 32.94%
2023 ์—ฐ๊ฐ„ (YoY) 1,488,820,269,608 14.12%
2022 ์—ฐ๊ฐ„ (YoY) 1,304,664,500,000 -1.57%
2026.2Q ๋ถ„๊ธฐ (QoQ) 520,309,210,901 -3.96%
2026.1Q ๋ถ„๊ธฐ (QoQ) 541,757,341,691 -11.28%
2025.4Q ๋ถ„๊ธฐ (QoQ) 610,636,476,538 7.01%
2025.3Q ๋ถ„๊ธฐ (QoQ) 570,646,831,171 9.41%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 1,818,746,310,015 -5.86%
2024 ์—ฐ๊ฐ„ (YoY) 1,931,976,372,953 96.14%
2023 ์—ฐ๊ฐ„ (YoY) 985,017,762,493 46.32%
2022 ์—ฐ๊ฐ„ (YoY) 673,180,300,000 -95.91%
2026.2Q ๋ถ„๊ธฐ (QoQ) 704,272,534,295 142.00%
2026.1Q ๋ถ„๊ธฐ (QoQ) 291,021,648,791 78.54%
2025.4Q ๋ถ„๊ธฐ (QoQ) 163,002,955,240 -77.81%
2025.3Q ๋ถ„๊ธฐ (QoQ) 734,723,721,225 47.73%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -86,780

๊ธฐ๊ด€: 100,510

์™ธ์ธ: -21,771

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -3,224,354

๊ธฐ๊ด€: 4,997,106

์™ธ์ธ: -1,732,730

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-08-21 -86,780 100,510 -21,771
2026-08-20 -259,898 74,229 188,436
2026-08-19 202,783 -209,734 4,210
2026-08-18 104,250 -65,560 -39,093
2026-08-14 -77,051 43,561 32,305
2026-08-13 -426,339 277,776 198,932
2026-08-12 -10,428 -28,814 42,070
2026-08-11 -63,257 55,185 4,785
2026-08-10 126,762 -174,592 51,534
2026-08-07 516,107 -242,821 -285,777
2026-08-06 -114,468 77,134 47,085
2026-08-05 -255,291 164,321 90,692
2026-08-04 -520,098 416,637 165,855
2026-08-03 -40,503 -86,285 125,762
2026-07-31 -21,613 -38,375 26,008
2026-07-30 -52,064 -7,641 57,712
2026-07-29 -277,656 163,611 140,475
2026-07-28 41,264 96,822 -137,674
2026-07-27 321,116 203,174 -543,231
2026-07-24 93,871 59,167 -169,779
2026-07-23 -491,993 675,178 -203,232

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-08-21 -1,291,286 1,553,483 -224,696
2026-08-20 -1,204,506 1,452,973 -202,925
2026-08-19 -944,608 1,378,744 -391,361
2026-08-18 -1,147,391 1,588,478 -395,571
2026-08-14 -1,251,641 1,654,038 -356,478
2026-08-13 -1,174,590 1,610,477 -388,783
2026-08-12 -748,251 1,332,701 -587,715
2026-08-11 -737,823 1,361,515 -629,785
2026-08-10 -674,566 1,306,330 -634,570
2026-08-07 -801,328 1,480,922 -686,104
2026-08-06 -1,317,435 1,723,743 -400,327
2026-08-05 -1,202,967 1,646,609 -447,412
2026-08-04 -947,676 1,482,288 -538,104
2026-08-03 -427,578 1,065,651 -703,959
2026-07-31 -387,075 1,151,936 -829,721
2026-07-30 -365,462 1,190,311 -855,729
2026-07-29 -313,398 1,197,952 -913,441
2026-07-28 -35,742 1,034,341 -1,053,916
2026-07-27 -77,006 937,519 -916,242
2026-07-24 -398,122 734,345 -373,011
2026-07-23 -491,993 675,178 -203,232

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
44,656,683,622,468 30.51% 69.49%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
๊ฒ€์ƒ‰, ๋””์Šคํ”Œ๋ ˆ์ด ๋“ฑ [์„œ์น˜ํ”Œ๋žซํผ] 37.1%
์ปค๋จธ์Šค ๊ด‘๊ณ , ์ค‘๊ฐœ ๋ฐ, ๋ฉค๋ฒ„์‹ญ [์ปค๋จธ์Šค] 26.4%
์›นํˆฐ, SNOW ๋“ฑ [์ฝ˜ํ…์ธ ] 17.9%
ํŽ˜์ด, ํ”Œ๋žซํผ ์„œ๋น„์Šค ๋“ฑ [ํ•€ํ…Œํฌ] 14%
NCP, ์›์Šค, ํด๋กœ๋ฐ” ๋“ฑ [ํด๋ผ์šฐ๋“œ] 4.6%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 67,672 (4.38%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 1,195,169 (0.76%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-08-21 222,000 67,672 4.38%
2026-08-20 219,500 41,029 2.63%
2026-08-19 208,000 65,618 5.98%
2026-08-18 217,000 44,322 2.95%
2026-08-14 228,000 42,207 3.06%
2026-08-13 226,500 54,140 1.68%
2026-08-12 215,500 40,176 2.66%
2026-08-11 214,000 52,137 4.45%
2026-08-10 211,500 40,001 3.32%
2026-08-07 210,000 78,032 2.75%
2026-08-06 226,000 39,127 2.63%
2026-08-05 229,000 58,178 3.00%
2026-08-04 226,500 75,951 1.94%
2026-08-03 207,500 34,762 3.43%
2026-07-31 208,000 124,925 4.12%
2026-07-30 194,700 97,602 4.08%
2026-07-29 201,500 82,034 2.59%
2026-07-28 210,000 152,534 3.90%
2026-07-27 225,000 301,575 6.38%
2026-07-24 207,500 143,728 8.71%
2026-07-23 220,000 142,933 4.65%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-08-19 208,000 1,195,169 0.76%
2026-08-18 217,000 1,230,015 0.78%
2026-08-14 228,000 1,276,409 0.81%
2026-08-13 226,500 1,281,912 0.82%
2026-08-12 215,500 1,447,981 0.92%
2026-08-11 214,000 1,453,738 0.93%
2026-08-10 211,500 1,455,137 0.93%
2026-08-07 210,000 1,531,873 0.98%
2026-08-06 226,000 1,432,479 0.91%
2026-08-05 229,000 1,393,098 0.89%
2026-08-04 226,500 1,355,445 0.86%
2026-08-03 207,500 1,319,669 0.84%
2026-07-31 208,000 1,396,129 0.89%
2026-07-30 194,700 1,522,269 0.97%
2026-07-29 201,500 1,701,225 1.08%
2026-07-28 210,000 1,811,478 1.15%
2026-07-27 225,000 1,734,514 1.11%
2026-07-24 207,500 1,300,074 0.83%
2026-07-23 220,000 1,317,266 0.84%
2026-07-22 196,900 1,195,587 0.76%
2026-07-21 193,000 1,195,686 0.76%

์—…์ข… ๋‚ด ๋น„๊ต

ํฌํƒˆ/ํ”Œ๋žซํผ ์—…์ข…(4๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 344,565.799 129,115.52 1์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 17.043 14.77 2์œ„
PBR 1.114 1.31 4์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 7.365 -13.27 1์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.515 0.71 2์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 18.348 -5.97 1์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 15.112 -8.74 1์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 41.901 83.94 4์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 120,350.072 50,483.73 1์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 22,081.384 7,319.56 1์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 18,187.463 5,808.76 1์œ„