| νλͺ© | κ° |
|---|---|
| νμ¬κ° | 44,150 μ |
| λ³λλ | β² 2450.00 μ |
| λ³λλ₯ | 5.88% |
| κ±°λλ | 130,937 |
| κ±°λλκΈ | 5,683,970,900 μ |
| λ μ§ | μκ° | κ³ κ° | μ κ° | μ’ κ° | κ±°λλ | κ±°λλκΈ |
|---|---|---|---|---|---|---|
| 9/30/2025 | 40,900 | 41,250 | 40,700 | 40,950 | 21,576 | 882,136,200 |
| 10/1/2025 | 46,200 | 48,600 | 42,950 | 42,950 | 685,414 | 31,491,223,825 |
| 10/9/2025 | 43,600 | 43,950 | 42,700 | 43,200 | 71,081 | 3,075,500,600 |
| 10/12/2025 | 42,000 | 42,700 | 41,350 | 42,100 | 56,764 | 2,385,675,925 |
| 10/13/2025 | 42,500 | 42,850 | 40,350 | 40,950 | 123,303 | 5,081,711,975 |
| 10/14/2025 | 41,000 | 41,500 | 40,600 | 41,200 | 42,694 | 1,748,392,275 |
| 10/15/2025 | 41,200 | 41,800 | 40,850 | 41,200 | 44,735 | 1,844,275,700 |
| 10/16/2025 | 40,900 | 41,300 | 40,700 | 40,850 | 58,320 | 2,389,082,700 |
| 10/19/2025 | 40,900 | 41,950 | 40,450 | 41,800 | 53,452 | 2,216,662,975 |
| 10/20/2025 | 42,200 | 42,400 | 41,500 | 41,700 | 42,654 | 1,789,195,400 |
| μμ₯ | μκ°μ΄μ‘ | κΈ°μ μμ | μ£Όμμ | μΈκ΅μΈ λΉμ€ | μ°μ κ΅° | μΈλΆ μ°μ κ΅° | 52μ£Ό μ΅κ³ | 52μ£Ό μ΅μ |
|---|---|---|---|---|---|---|---|---|
| kosdaq | 5,451μ΅ | 156μ | 12,347,038 | 1.90% | IT/ICT | ITμλΉμ€ | 84,100 | 40,350 |
μ λ‘λ κΈ°μ μ λμμΌλ‘ 곡κΈλ§κ΄λ¦¬ μννΈμ¨μ΄λ₯Ό κ°λ°νμ¬ κ³΅κΈνλ μννΈμ¨μ΄ κ°λ° μ λ¬Έ κΈ°μ μ΄λ€. μ£Όμ μ’ μκΈ°μ μΌλ‘λ μννΈμ¨μ΄ μλ¬Έ,κ°λ° λ° κ³΅κΈμ μ μμνλ (μ£Ό)μΈν¬μμ΄μ¦κ° μλ€. μ£Όμ 맀μΆμ μμ€ν κ΅¬μΆ λ° μ λ¬Έμ©μ, κΈ°μ μ§μ λΆλ¬Έμμ λ°μνκ³ μλ€. λΉμ¬ μ£Όμ μ νμΈ κ³΅κΈλ§κ΄λ¦¬ μννΈμ¨μ΄λ λμ§νΈ νμ κ°μνλ₯Ό μν νκ΅ν λ΄λμ μ± , λ±μ κ΅κ° μ μ± μ λ°λ₯Έ μνμ IT μλμ΄ κ²½μλ ₯μ μμκ° λλ©΄μ λμ μ±μ₯μ΄ μμλκ³ μλ€.
νλμμ°μ΄μ©μ΄ μ΄μ¬λͺ μ λΆ ν΅μ¬ κ΅μ κ³Όμ μΈ βμΈκ³΅μ§λ₯(AI) 3λ κ°κ΅ λμ½βμ μνκ° κΈ°λλλ μ’ λͺ©μ μ§μ€μ μΌλ‘ ν¬μνλ μμ₯μ§μνλ(ETF)λ₯Ό μΆμνλ€.νλμμ°μ΄μ©μ 30μΌ β1Q Kμλ²λ¦°AIβ ETFλ₯Ό μ κ· μμ₯νλ€κ³ λ°νλ€. μλ²λ¦°AIλ μΈλΆμ μμ‘΄νμ§ μκ³
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μ μμ¦κΆμ 25μΌ μ λ‘μ λν΄ κ΅¬λ§€Β·κ³΅κΈλ§κ΄λ¦¬(SRM) μλΉμ€νμννΈμ¨μ΄(SaaS) μ루μ 'μΌμ΄λμμ(Caidentia)'λ₯Ό ν΅ν΄ ν΄μΈ 맀μΆμ΄ λμ΄λ κ²μ΄λΌκ³ λΆμνλ€. μ μμ μ μμ¦κΆ μ°κ΅¬μμ "μ λ‘λ νμ¬κΉμ§ 600κ° λμ κ³ κ°μ¬λ₯Ό λμμ 1600κ° μ΄μμ νλ‘μ νΈλ₯Ό μννλ©° μ§μμ μΈ μΈν μ±μ₯μ κ±°λνκ³ μλ€"κ³ μ€λͺ νλ€. μ΄μ΄ "μ§λν΄μλ ν΄μΈ κ³ κ°μ¬λ₯Ό λμμΌλ‘ ν ν΄λΌμ°λ μ ν μΌμ΄λμμλ₯Ό μΆμνλ€"λ©° "νμ¬κΉμ§ λΆλ―Έ
μΌμ±SDSκ° κΈ°μ μ AI μ ν(AX)μ μν μΈνλΌμ νλ«νΌ, μ루μ λ± λͺ¨λ μμμ μμ°λ₯΄λ μλΉμ€λ₯Ό μ κ³΅ν΄ AI μμ΄μ νΈ νμ μ μ΄λκ² λ€κ³ λ°νλ€. μ΄μ€ν¬ μΌμ±SDS λνμ΄μ¬λ 11μΌ μ€μ μμΈ κ°λ¨κ΅¬ μ½μμ€μμ μ΄λ¦° μ°λ‘ κ³ κ° μ΄μ² μ½νΌλ°μ€ 'λ¦¬μΌ μλ°(REAL Summit) 2025'μμ κΈ°μ‘°μ°μ€μ ν΅ν΄ "μΌμ±SDSκ° κΈ°μ AI νμ μ κ°μ₯ μ λμμ€ μ μλ IT ννΈλ"λΌλ©΄μ μ΄κ°μ΄ λ§νλ€. μμ¨μ μΌλ‘ νλ¨νκ³ μ 무λ₯Ό μννλ AI μμ΄
[λ°μΌλ¦¬νκ΅ μ΄νλ¦Ό κΈ°μ] μΌμ±SDSλ μμΈ μ½μμ€μμ 'λ¦¬μΌ μλ° 2025'λ₯Ό κ°μ΅νλ€κ³ 11μΌ λ°νλ€.μ΄ νμ¬λ μΈκ³΅μ§λ₯(AI) μμ΄μ νΈ κΈ°λ° κΈ°μ νμ μ λ΅κ³Ό AI νΈλμ€ν¬λ©μ΄μ μ μν μΈνλΌ, 컨μ€ν , νλ«νΌ, μ루μ μ μμμ μμ°λ₯΄λ βAI νμ€ν(Full-stack)β μλΉμ€ μ λ΅μ 곡κ°νλ€. μ΄λ νμ¬μλ 8000λͺ μ΄μμ νμ₯ μ°Έμμλ₯Ό ν¬ν¨ν΄ μ¨λΌμΈ μ²μ€κΉμ§ 1λ§5000μ¬λͺ μ΄ μ°Έμ¬νλ€.μ΄μ€ν¬ μΌμ±SDS λνμ΄μ¬λ κΈ°μ‘°μ°μ€μ ν΅ν΄ μμ±ν AIκ° κΈ°μ λΉμ¦λμ€ μ λ°μ λ―ΈμΉλ μν₯κ³Ό AI μμ΄μ νΈ μλμ λλλ₯Ό κ°μ‘°νλ€.
μΌμ±SDSκ° λ³Έκ²©μ μΈ μΈκ³΅μ§λ₯(AI) μλλ₯Ό λ§μ μμ΄μ ν± AIμ νμ μ£λλ€. AI μ ν(AX)μ μν μΈνλΌμ νλ«νΌ, μ루μ λ± λͺ¨λ μμμ μμ°λ₯΄λ μλΉμ€λ₯Ό μ κ³΅ν΄ μμ¨μ μΌλ‘ νλ¨νκ³ μ 무λ₯Ό μννλ AI μμ΄μ νΈ λμ μ λκ² λ€λ ν¬λΆλ€. μ΄μ€ν¬ μΌμ±SDS λνμ΄μ¬λ 11μΌ μ€μ μμΈ κ°λ¨κ΅¬ μ½μμ€μμ μ΄λ¦° μ°λ‘ κ³ κ° μ΄μ² μ½νΌλ°μ€ 'λ¦¬μΌ μλ°(REAL Summit) 2025'μμ κΈ°μ‘°μ°μ€μ ν΅ν΄ "μΌμ±SDSκ° κΈ°μ AI νμ μ κ°μ₯ μ λ
| λ μ§ | 맀μΆμ‘ | 맀μΆμ‘ μ¦κ°μ¨ | μμ μ΄μ΅ | μμ μ΄μ΅ μ¦κ°μ¨ | μμ΄μ΅ | μμ΄μ΅ μ¦κ°μ¨ |
|---|---|---|---|---|---|---|
| 2024.4Q | 79,455,970,128 | 25.77% | 8,606,497,659 | 84.58% | 18,598,488,192 | 170.30% |
| 2023.4Q | 63,173,674,058 | 7.76% | 4,662,825,133 | -28.10% | -26,454,245,481 | -501.79% |
| 2022.4Q | 58,623,050,000 | 24.69% | 6,485,396,000 | -3.66% | 6,584,156,700 | 22.73% |
| 2021.4Q | 47,014,724,000 | 4.83% | 6,731,754,500 | 4.22% | 5,364,676,000 | 42.71% |
κ°μΈ: -40,940
κΈ°κ΄: 14,052
μΈμΈ: 35,510
κ°μΈ: 224,577
κΈ°κ΄: -139,812
μΈμΈ: -110,361
| λ μ§ | κ°μΈ | κΈ°κ΄ | μΈμΈ |
|---|---|---|---|
| 2025-10-22 | -40,940 | 14,052 | 35,510 |
| 2025-10-21 | -4,720 | 1,154 | 3,842 |
| 2025-10-20 | -17,451 | 14,817 | 1,999 |
| 2025-10-17 | 2,667 | 9,826 | -12,470 |
| 2025-10-16 | -874 | 2,303 | -1,717 |
| 2025-10-15 | 3,547 | 2,670 | -6,858 |
| 2025-10-14 | 12,907 | 5,311 | -26,005 |
| 2025-10-13 | 2,250 | -4,504 | 1,480 |
| 2025-10-10 | -8,921 | 812 | 8,196 |
| 2025-10-02 | 82,740 | -56,081 | -25,442 |
| 2025-10-01 | 2,718 | 3,563 | -6,488 |
| 2025-09-30 | 10,835 | 7,651 | -18,150 |
| 2025-09-29 | -6,346 | 16,622 | -10,334 |
| 2025-09-26 | 9,080 | 12,429 | -21,842 |
| 2025-09-25 | -487 | -5,028 | 6,711 |
| 2025-09-24 | 22,301 | -24,513 | -3,085 |
| 2025-09-23 | 11,728 | -2,842 | -8,970 |
| 2025-09-22 | 508 | -543 | -137 |
| 2025-09-19 | 20,779 | -49,791 | 26,827 |
| 2025-09-18 | -549 | -26,452 | 25,728 |
| 2025-09-17 | 4,157 | -2,008 | -2,549 |
| λ μ§ | κ°μΈ | κΈ°κ΄ | μΈμΈ |
|---|---|---|---|
| 2025-10-21 | 147,785 | -89,819 | -74,277 |
| 2025-10-20 | 152,505 | -90,973 | -78,119 |
| 2025-10-17 | 169,956 | -105,790 | -80,118 |
| 2025-10-16 | 167,289 | -115,616 | -67,648 |
| 2025-10-15 | 168,163 | -117,919 | -65,931 |
| 2025-10-14 | 164,616 | -120,589 | -59,073 |
| 2025-10-13 | 151,709 | -125,900 | -33,068 |
| 2025-10-10 | 149,459 | -121,396 | -34,548 |
| 2025-10-02 | 158,380 | -122,208 | -42,744 |
| 2025-10-01 | 75,640 | -66,127 | -17,302 |
| 2025-09-30 | 72,922 | -69,690 | -10,814 |
| 2025-09-29 | 62,087 | -77,341 | 7,336 |
| 2025-09-26 | 68,433 | -93,963 | 17,670 |
| 2025-09-25 | 59,353 | -106,392 | 39,512 |
| 2025-09-24 | 59,840 | -101,364 | 32,801 |
| 2025-09-23 | 37,539 | -76,851 | 35,886 |
| 2025-09-22 | 25,811 | -74,009 | 44,856 |
| 2025-09-19 | 25,303 | -73,466 | 44,993 |
| 2025-09-18 | 4,524 | -23,675 | 18,166 |
| 2025-09-17 | 5,073 | 2,777 | -7,562 |
| 2025-09-16 | 916 | 4,785 | -5,013 |
| μμ°μ΄κ³ | λΆμ±λΉμ¨ | μλ³ΈλΉμ¨ |
|---|---|---|
| 111,524,600,430 | 17.13% | 82.87% |
| κ΅¬μ± μμ | λΉμ¨ |
|---|---|
| κΈ°μ μ©κ³΅κΈλ§κ΄λ¦¬μννΈμ¨μ΄, AIμννΈμ¨μ΄ [μμ€ν ꡬμΆ/컨μ€ν ] | 65% |
| κΈ°μ μ©κ³΅κΈλ§κ΄λ¦¬μννΈμ¨μ΄, AIμννΈμ¨μ΄ [κΈ°μ μ§μ] | 16% |
| κΈ°μ μ©κ³΅κΈλ§κ΄λ¦¬μννΈμ¨μ΄, AIμννΈμ¨μ΄ [μννΈμ¨μ΄λΌμ΄μ μ€] | 12% |
| 곡κΈλ§κ΄λ¦¬ν΄λΌμ°λμλΉμ€, AIμννΈμ¨μ΄ [ν΄λΌμ°λμ¬μ©λ£] | 7% |
μ΅κ·Ό 곡맀λ κ±°λλ: 6,030 (9.15%)
μ΅κ·Ό 곡맀λ μκ³ : 299,677 (2.43%)
| λ μ§ | μ’ κ° | 곡맀λλ | 곡맀λλΉμ€ |
|---|---|---|---|
| 2025-10-21 | 41,700 | 6,030 | 9.15% |
| 2025-10-20 | 41,800 | 4,420 | 5.40% |
| 2025-10-17 | 40,850 | 16,672 | 20.55% |
| 2025-10-16 | 41,200 | 7,658 | 10.99% |
| 2025-10-15 | 41,200 | 5,892 | 8.22% |
| 2025-10-14 | 40,950 | 19,086 | 9.59% |
| 2025-10-13 | 42,100 | 5,280 | 6.09% |
| 2025-10-10 | 43,200 | 2,847 | 2.23% |
| 2025-10-02 | 42,950 | 37,914 | 3.04% |
| 2025-10-01 | 40,950 | 4,337 | 13.75% |
| 2025-09-30 | 41,050 | 6,413 | 12.82% |
| 2025-09-29 | 41,150 | 7,605 | 10.97% |
| 2025-09-26 | 41,000 | 13,145 | 19.82% |
| 2025-09-25 | 42,100 | 15,582 | 16.54% |
| 2025-09-24 | 41,450 | 17,783 | 16.86% |
| 2025-09-23 | 42,150 | 15,394 | 14.54% |
| 2025-09-22 | 41,900 | 6,702 | 11.52% |
| 2025-09-19 | 42,300 | 10,761 | 8.54% |
| 2025-09-18 | 43,000 | 4,299 | 4.54% |
| 2025-09-17 | 43,250 | 5,871 | 10.49% |
| 2025-09-16 | 44,200 | 4,562 | 7.61% |
| λ μ§ | μ’ κ° | 곡맀λ μκ³ | 곡맀λ λΉμ€ |
|---|---|---|---|
| 2025-10-17 | 40,850 | 299,677 | 2.43% |
| 2025-10-16 | 41,200 | 288,644 | 2.34% |
| 2025-10-15 | 41,200 | 286,125 | 2.32% |
| 2025-10-14 | 40,950 | 279,934 | 2.27% |
| 2025-10-13 | 42,100 | 254,817 | 2.06% |
| 2025-10-10 | 43,200 | 256,116 | 2.07% |
| 2025-10-02 | 42,950 | 263,878 | 2.14% |
| 2025-10-01 | 40,950 | 238,004 | 1.93% |
| 2025-09-30 | 41,050 | 232,352 | 1.88% |
| 2025-09-29 | 41,150 | 217,050 | 1.76% |
| 2025-09-26 | 41,000 | 208,301 | 1.69% |
| 2025-09-25 | 42,100 | 194,821 | 1.58% |
| 2025-09-24 | 41,450 | 194,585 | 1.58% |
| 2025-09-23 | 42,150 | 197,244 | 1.60% |
| 2025-09-22 | 41,900 | 186,057 | 1.51% |
| 2025-09-19 | 42,300 | 186,215 | 1.51% |
| 2025-09-18 | 43,000 | 212,068 | 1.72% |
| 2025-09-17 | 43,250 | 230,785 | 1.87% |
| 2025-09-16 | 44,200 | 225,296 | 1.82% |
| 2025-09-15 | 44,900 | 219,753 | 1.78% |
| 2025-09-12 | 44,500 | 213,269 | 1.73% |
| νλͺ© | μ λ‘ | μ μ’ νκ· | μ μ’ λ΄ μμ |
|---|---|---|---|
| μκ°μ΄μ‘ | 5,161.062 | 4,121.64 | 11μ |
| PER(μ΅κ·Ό4λΆκΈ°) | 50.798 | 5.74 | 8μ |
| PBR | 5.601 | 2.45 | 11μ |
| ROE(μ΅κ·Ό4λΆκΈ°) | 31.879 | -6.6 | 2μ |
| λ°°λΉμμ΅λ₯ (μ΅κ·Όμ°λ) | - | - | -μ |
| μμ μ΄μ΅λ₯ (μ΅κ·Όμ°λ) | 10.832 | -10.23 | 17μ |
| μμ΄μ΅λ₯ (μ΅κ·Όμ°λ) | 23.407 | -17.74 | 4μ |
| λΆμ±λΉμ¨(μ΅κ·Όμ°λ) | 15.087 | 95.89 | 88μ |
| 맀μΆμ‘(μ΅κ·Όμ°λ) | 794.56 | 5,284.71 | 42μ |
| μμ μ΄μ΅(μ΅κ·Όμ°λ) | 86.065 | 294.88 | 32μ |
| λΉκΈ°μμ΄μ΅(μ΅κ·Όμ°λ) | 185.985 | 227.44 | 17μ |