์•„ํ†ค ๋กœ๊ณ 

์•„ํ†ค (158430) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์•„ํ†ค ์ฃผ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ์ •๋ณด

ํ˜„์žฌ๊ฐ€ ๋ฐ ํ•ต์‹ฌ ํˆฌ์ž ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 7,150 ์›
๋ณ€๋™๋Ÿ‰ โ–ฒ 1,650 ์›
๋ณ€๋™๋ฅ  +30.00%
๊ธฐ์ค€ ์‹œ๊ฐ
๊ฑฐ๋ž˜ ๊ตฌ๋ถ„ ์ •๊ทœ์žฅ
์‹œ์žฅ KOSDAQ
๊ฑฐ๋ž˜์†Œ KRX
์‹œ๊ฐ€ 6,170 ์›
๊ณ ๊ฐ€ 7,150 ์›
์ €๊ฐ€ 5,920 ์›
52์ฃผ ๋ฒ”์œ„ 3,300 ์› ~ 11,370 ์›
๊ฑฐ๋ž˜๋Ÿ‰ 19,585,199
๊ฑฐ๋ž˜๋Œ€๊ธˆ 131,679,498,020 ์›
์‹œ๊ฐ€์ด์•ก 1,346์–ต์›
PER 98.46๋ฐฐ
PBR 1.51๋ฐฐ
EPS 62.665 ์›
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ  0.81%
์—…์ข… ์†Œํ”„ํŠธ์›จ์–ด

์ผ๋ณ„ ์ฃผ๊ฐ€

๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€ ์ •๋ณด
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
2026.09.18 5,920 5,970 5,570 5,620 2,442,281 14,090,792,030
2026.09.21 5,630 5,910 5,510 5,650 2,255,748 12,890,892,515
2026.09.22 5,670 5,680 5,310 5,420 918,238 5,019,763,620
2026.09.23 5,500 5,920 5,330 5,550 5,267,798 30,126,684,730
2026.09.28 5,550 5,770 5,490 5,660 1,169,619 6,609,332,350
2026.09.29 5,750 5,750 5,260 5,420 872,120 4,695,994,150
2026.09.30 5,370 5,450 5,290 5,330 301,543 1,616,736,870
2026.10.01 5,300 5,420 5,200 5,390 452,603 2,404,120,360
2026.10.02 5,440 5,740 5,410 5,690 820,595 4,546,057,310
2026.10.06 6,170 7,150 5,920 7,150 19,585,199 131,679,498,020

ํšŒ์‚ฌ ์ •๋ณด

๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ
KOSDAQ 614์œ„ 24,482,092 1.60% IT/ICT ์†Œํ”„ํŠธ์›จ์–ด

๊ธฐ์—… ๊ฐœ์š”

์•„ํ†ค์€ ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜๊ณผ ๊ฐ„ํŽธ์ธ์ฆ ์„œ๋น„์Šค๋ฅผ ์ฃผ์‚ฌ์—…์œผ๋กœ ์˜์œ„ํ•˜๊ณ  ์žˆ๋Š” ๊ธฐ์—…์ด๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜ ๋ถ„์•ผ์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์Šค๋งˆํŠธ๊ธˆ์œต ๋ถ„์•ผ๊ฐ€ ๋’ค๋ฅผ ์ž‡๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” ์‹ ํ•œ, NH๋†ํ˜‘, KB๊ตญ๋ฏผ, ํ•˜๋‚˜, IBK ๋“ฑ ๋Œ€ํ˜• ์€ํ–‰๊ณผ ์‹ ํ•œ๊ธˆ์œตํˆฌ์ž, ํ•œ๊ตญํˆฌ์ž์ฆ๊ถŒ, ์‚ผ์„ฑ์ฆ๊ถŒ ๋“ฑ ์œ ์ˆ˜์˜ ์ฆ๊ถŒ์‚ฌ ๋ฐ ๊ด€๋ จ ๊ธˆ์œต๊ธฐ๊ด€์— ์•ˆ์ „ํ•˜๊ณ  ๊ฐ„ํŽธํ•œ ๋ณด์•ˆ ์ธ์ฆ ์†”๋ฃจ์…˜์„ ์ œ๊ณตํ•˜๋ฉฐ ๊ตญ๋‚ด ๊ธˆ์œต๊ถŒ์˜ ๋ ˆํผ๋Ÿฐ์Šค๋ฅผ ํ†ตํ•ด ๊ทธ ๊ธฐ์ˆ ๋ ฅ์„ ์ธ์ •๋ฐ›๊ณ  ์žˆ๋‹ค.

๊ด€๋ จ ํ…Œ๋งˆ

  • ํ•€ํ…Œํฌ : ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜๊ณผ ๊ฐ„ํŽธ ์ธ์ฆ ์„œ๋น„์Šค๋ฅผ ์ฃผ์š” ์‚ฌ์—…์œผ๋กœ ์˜์œ„ํ•˜๋Š” ํ•€ํ…Œํฌ ๊ธˆ์œต ํ”Œ๋žซํผ ์—…์ฒด
  • ์–‘์ž์ปดํ“จํ„ฐ : ๊ธˆ์œต๊ถŒ PQC ์ธ์ฆ๋ณด์•ˆ ์†”๋ฃจ์…˜ ๊ณต๊ธ‰ ์ด๋ ฅ ๋ถ€๊ฐ. ๊ฐ€์ƒ์ž์‚ฐยท์€ํ–‰๊ถŒ ๋ณด์•ˆ ์ „ํ™˜ ์ˆ˜์š” ํ™•๋Œ€ ๊ธฐ๋Œ€
  • ๊ณต์ธ์ธ์ฆ์„œํ์ง€ : ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜, ๊ฐ„ํŽธ ์ธ์ฆ ์„œ๋น„์Šค ์‚ฌ์—… ์˜์œ„. ์ดํ†ต 3์‚ฌ์™€ ํ•จ๊ป˜ PASS ์ธ์ฆ์„œ ์„œ๋น„์Šค ์ œ๊ณตํ•˜๋Š” ๊ธฐ์—…
  • NFT : 21๋…„9์›” ๋””์ง€ํ„ธ์ž์‚ฐ ์‹œ์žฅ ์ง„์ถœ์„ ์œ„ํ•ด NH๋†ํ˜‘์€ํ–‰, ํ—ฅ์Šฌ๋ž€ํŠธ, ๊ฐค๋Ÿญ์‹œ์•„๋จธ๋‹ˆํŠธ๋ฆฌ, ํ•œ๊ตญ์ •๋ณดํ†ต์‹ ๊ณผ ํ•จ๊ป˜ ํ•ฉ์ž‘๋ฒ•์ธ "์นด๋ฅด๋„"์— ์ „๋žต์  ํˆฌ์ž๋ฅผ ์ง„ํ–‰ํ•œ ์ ์ด ์‹œ์žฅ์—์„œ ๋ถ€๊ฐ. ํ•ฉ์ž‘๋ฒ•์ธ ์นด๋ฅด๋„๋ฅผ ์ค‘์‹ฌ์œผ๋กœ ์ปค์Šคํ„ฐ๋””, NFT, STO์—ฐ๊ณ„ ๋ฐ ๋””์ง€ํ„ธ์ž์‚ฐ ๊ฒฐ์ œ ๊ด€๋ จ ๋น„์ฆˆ๋‹ˆ์Šค ๋“ฑ์„ ๋ณธ๊ฒฉ ์ถ”์ง„ํ•  ๊ณ„ํš
  • ๋งˆ์ด๋ฐ์ดํ„ฐ : ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜, ํ•€ํ…Œํฌ ํ”Œ๋žซํผ, ํ‹ฐ๋จธ๋‹ˆ ์†”๋ฃจ์…˜, ์Šค๋งˆํŠธ ๋ฑ…ํ‚น ๋“ฑ์˜ ์ œํ’ˆ ๋ฐ ์„œ๋น„์Šค๋ฅผ ๋ณด์œ 
  • ์ธํ„ฐ๋„ท ๋ณด์•ˆ : ์‹œ์Šคํ…œ ์†Œํ”„ํŠธ์›จ์–ด ๊ฐœ๋ฐœ ๋ฐ ๊ณต๊ธ‰์—…์„ ์˜์œ„ํ•  ๋ชฉ์ ์œผ๋กœ ์„ค๋ฆฝ๋˜์—ˆ์œผ๋ฉฐ ํ˜„์žฌ ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜๊ณผ ๊ฐ„ํŽธ ์ธ์ฆ ์„œ๋น„์Šค๋ฅผ ์ฃผ์‚ฌ์—…์œผ๋กœ ์˜์œ„
  • STO : ๋””์ง€ํ„ธ์ž์‚ฐ ์‹œ์žฅ ์ง„์ถœ์„ ์œ„ํ•ด NH๋†ํ˜‘์€ํ–‰, ๊ฐค๋Ÿญ์‹œ์•„๋จธ๋‹ˆํŠธ๋ฆฌ, ํ•œ๊ตญ์ •๋ณดํ†ต์‹ , ํ—ฅ์Šฌ๋ž€ํŠธ์™€ ํ•ฉ์ž‘๋ฒ•์ธ โ€˜์นด๋ฅด๋„โ€™์— ํˆฌ์ž๋ฅผ ์ง„ํ–‰ํ•œ ๋ฐ” ์žˆ์Œ
  • ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ : ํ•€ํ…Œํฌ ๋ณด์•ˆ ์ „๋ฌธ๊ธฐ์—…์œผ๋กœ ๋ธ”๋ก์ฒด์ธ ๊ธฐ๋ฐ˜ ๋””์ง€ํ„ธ ์ž์‚ฐ ๊ด€๋ฆฌ ๋ฐ ๋ณด์•ˆ ๊ธฐ์ˆ ์„ ๋ณด์œ ํ•˜์—ฌ ํ•œ๊ตญ์€ํ–‰์˜ ์›ํ™” ์Šคํ…Œ์ด๋ธ”์ฝ”์ธ ๋…ผ์˜์— ๋”ฐ๋ฅธ ์ˆ˜ํ˜œ๊ฐ€ ์˜ˆ์ƒ๋˜๋Š” ๊ธฐ์—…

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

[ํŠน์ง•์ฃผ] ์‹œ์ค‘์€ํ–‰, ์ €์ถ•์€ํ–‰, ์บํ”ผํƒˆ, ์˜จ๋ผ์ธํˆฌ์ž์—ฐ๊ณ„๊ธˆ์œต์—…(์˜จํˆฌ์—…) ๋“ฑ ๊ธˆ์œต๊ถŒ ์ „๋ฐ˜์— AI(์ธ๊ณต์ง€๋Šฅ) ํ•ดํ‚น์œผ๋กœ ์ธํ•œ ํ”ผํ•ด ์‚ฌ๋ก€๊ฐ€ ์ž‡๋”ฐ๋ผ ๋ณด๊ณ ๋˜๋ฉด์„œ 6์ผ ์žฅ ์ดˆ๋ฐ˜ ๋ณด์•ˆ์ฃผ๊ฐ€ ๊ธ‰๋“ฑ์„ธ๋ฅผ ๋ณด์ธ๋‹ค. ์ด๋‚  ์˜ค์ „ 9์‹œ9๋ถ„ ํ˜„์žฌ ์ฝ”์Šคํ”ผยท์ฝ”์Šค๋‹ฅ ์‹œ์žฅ์—์„œ ์ƒŒ์ฆˆ๋žฉ์€ ์ „๋‚  ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ ์• ํ”„ํ„ฐ๋งˆ์ผ“ ์ข…๊ฐ€ ๋Œ€๋น„ 2070์›(30%) ์˜ค๋ฅธ 8970์›์— ๊ฑฐ๋ž˜ ์ค‘์ด๋‹ค. ์ง€๋‹ˆ์–ธ์Šค๋Š” 29.90% ์˜ค๋ฅด๋ฉฐ ๋‘ ์ข…๋ชฉ ๋ชจ๋‘ ์ƒํ•œ๊ฐ€์— ๊ฑฐ๋ž˜๋˜๊ณ  ์žˆ๋‹ค. ๊ฐ™์€ ์‹œ๊ฐ„ ๋ผ์˜จ์‹œํ์–ด(20.54%), ๋ชจ๋‹ˆํ„ฐ๋žฉ(18.13%), ์—‘์Šค๊ฒŒ์ดํŠธ(14.42%), ์•„์ด์”จํ‹ฐ์ผ€์ด(14.06%), ์•ˆ๋žฉ(17.27%), ํŒŒ์ˆ˜AI(16.62%), ์ด๊ธ€๋ฃจ(14.68%), ์•„ํ†ค(13.45%), SGA์†”๋ฃจ์…˜์ฆˆ(13.17%), ์—์Šคํˆฌ๋”๋ธ”์œ (11.39%), ๋“œ๋ฆผ์‹œํ๋ฆฌํ‹ฐ(10.90%) ๋“ฑ๋„ ๋™๋ฐ˜ ์ƒ์Šน ์ค‘์ด๋‹ค....

[์ธํฌ์Šคํƒ๋ฐ์ผ๋ฆฌ=๋ฐ•์ƒ์ฒ  ๊ธฐ์ž] 23์ผ ์˜ค์ „ ๊ตญ๋‚ด ์ฃผ์‹์‹œ์žฅ์—์„œ๋Š” ์–‘์ž์ปดํ“จํŒ… ๋ฐ ์–‘์ž์•”ํ˜ธ ๊ด€๋ จ ํ…Œ๋งˆ์ฃผ๋“ค์ด ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ์‹œ์žฅ์˜ ์ฃผ๋ชฉ์„ ๋ฐ›๊ณ  ์žˆ๋‹ค. ์ด๋Ÿฌํ•œ ๊ด€๋ จ์ฃผ๋“ค์˜ ๋™๋ฐ˜ ์ƒ์Šน์„ธ๋Š” ๊ธ€๋กœ๋ฒŒ ์–‘์ž์ปดํ“จํŒ… ๊ธฐ์—…์ธ ์•„์ด์˜จํ(IONQ)๊ฐ€ ์–‘์ž์ปดํ“จํ„ฐ ์ƒ์šฉํ™”์˜ ์ตœ๋Œ€ ๋‚œ์ œ๋กœ ๊ผฝํžˆ๋˜ ๊ธฐ์ˆ ์  ์žฅ๋ฒฝ์„ ๊ทน๋ณตํ–ˆ๋‹ค๋Š” ์†Œ์‹์ด ์ „ํ•ด์ง„ ๋ฐ ๋”ฐ๋ฅธ ๊ฒฐ๊ณผ๋กœ ํ’€์ด๋œ๋‹ค.ํ˜„์ง€์‹œ๊ฐ„์œผ๋กœ 22์ผ ์•„์ด์˜จํ๋Š” ์—…๊ณ„ ์ตœ์ดˆ๋กœ ์ผ๋ฐ˜ ์ƒ์šฉ ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜(CPU) ๋‹จ ํ•˜๋‚˜์—์„œ ์ž‘๋™ํ•˜๋Š” ์—”๋“œํˆฌ์—”๋“œ(End-to-End) ์‹ค์‹œ๊ฐ„ ์–‘์ž ์˜ค๋ฅ˜ ์ •์ • ๋””์ฝ”๋”๋ฅผ ์„ฑ๊ณต์ ์œผ๋กœ ๊ฐœ๋ฐœํ•˜๊ณ  ์ด์— ๋Œ€ํ•œ ํ…Œ์ŠคํŠธ๋ฅผ ์™„๋ฃŒํ–ˆ๋‹ค๊ณ 

์•„ํ†ค์ด ๊ธ€๋กœ๋ฒŒ ๋ณด์•ˆ ๊ธฐ์—… ์†”๋ฃจ์…˜์˜ ๊ตญ๋‚ด ๊ณต๊ธ‰๊ณผ ๊ธฐ์ˆ ์ง€์›์„ ๋‹ด๋‹นํ•˜๋Š” ์‹œํ๋ฆฌํ‹ฐ์„ผํ„ฐ ์‚ฌ์—…์„ ๊ธˆ์œต๊ถŒ์œผ๋กœ ํ™•์žฅํ•œ๋‹ค๊ณ  23์ผ ๋ฐํ˜”๋‹ค. ์•„ํ†ค์€ ์ง€๋‚œ 22์ผ ์„œ์šธ ์—ฌ์˜๋„ ์ฝ˜๋ž˜๋“œ ์„œ์šธ์—์„œ ๊ธˆ์œต์‚ฌ ์ •๋ณด๋ณดํ˜ธ ์ฑ…์ž„์ž๋ฅผ ์ดˆ์ฒญํ•ด '๋ง์€ ์—ด๋ฆฌ๊ณ , AI๋Š” ๋“ค์–ด์™”๋‹ค. ๊ธˆ์œต๋ณด์•ˆ์€ ์ค€๋น„๋๋Š”๊ฐ€?'๋ฅผ ์ฃผ์ œ๋กœ ์กฐ์ฐฌ ์„ธ๋ฏธ๋‚˜๋ฅผ ์—ด์—ˆ๋‹ค. ํ–‰์‚ฌ์—๋Š” ์€ํ–‰ยท์ฆ๊ถŒยท์นด๋“œยท๋ณดํ—˜ยท๊ฐ€์ƒ์ž์‚ฐ๊ฑฐ๋ž˜์†Œ ๋“ฑ 40์—ฌ๊ฐœ ๊ธˆ์œต์‚ฌ์—์„œ 50์—ฌ๋ช…์ด ์ฐธ์„ํ–ˆ๋‹ค. ๋ง๋ถ„๋ฆฌ ๊ทœ์ œ ์™„ํ™”์™€ ํ•จ๊ป˜ ํด๋ผ์šฐ๋“œ์™€ SaaS(์„œ๋น„์Šคํ˜•์†Œํ”„ํŠธ์›จ์–ด), AI ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜๊ณผ AI ์—์ด์ „ํŠธ๊นŒ์ง€ ๊ธˆ์œต๊ถŒ ์—…๋ฌด ํ™˜๊ฒฝ์— ํŽธ์ž…๋˜๊ณ  ์žˆ๋‹ค. ์•„ํ†ค์€ ์ด์— ๋”ฐ๋ผ ๋ณด์•ˆ ๋Œ€์ƒ์ด ๋‚ด๋ถ€๋ง๊ณผ ์‚ฌ์šฉ์ž ๋‹จ๋ง์„ ๋„˜์–ด ์‚ฌ์šฉ์žยท๋””๋ฐ”์ด์Šคยท์• ํ”Œ๋ฆฌ์ผ€์ด์…˜ยท๋ฐ์ดํ„ฐยท์ ‘๊ทผ ํ™˜๊ฒฝ ์ „๋ฐ˜์œผ๋กœ ๋„“์–ด์กŒ์œผ๋ฉฐ ์ด๋ฅผ ๊ฒ€์ฆํ•˜๊ณ  ํ†ต์ œํ•˜๋Š” ์ฒด๊ณ„๊ฐ€ ํ•„์š”ํ•˜๋‹ค๊ณ  ์งš์—ˆ๋‹ค....

๋ฏธ๊ตญ ๊ฐ€์ƒ์ž์‚ฐ ์ œ๋„ํ™” ๋ฒ•์•ˆ์ธ 'ํด๋ž˜๋ฆฌํ‹ฐ ๋ฒ•์•ˆ(Clarity Act)'์˜ ๋ถ€๊ฒฐ ์†Œ์‹์— ์นด์นด์˜คํŽ˜์ด๋Š” 10% ๊ธ‰๋ฝ์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋‹ค. 16์ผ ํ•œ...

1. ์ฆ์‹œ ์ค‘์š” ๋‰ด์Šค1) ์œ ๊ฐ€ 109๋‹ฌ๋Ÿฌ ์œก๋ฐ•ยท๋ฏธ๊ตญ ๊ตญ์ฑ„ ๊ธˆ๋ฆฌ 5%โ€ฆ'๋”๋ธ” ์‡ผํฌ'์— ๋‰ด์š•์ฆ์‹œ ์ดํ‹€์งธ ํ•˜๋ฝ- ๊ตญ์ œ์œ ๊ฐ€ ๋ฐฐ๋Ÿด๋‹น 109๋‹ฌ๋Ÿฌ ์œก๋ฐ•๊ณผ ๋ฏธ 10๋…„๋ฌผ ๊ตญ์ฑ„๊ธˆ๋ฆฌ ์žฅ์ค‘ 5% ๋ŒํŒŒ๋ผ๋Š” '๋”๋ธ” ์‡ผํฌ'์— ๋‰ด์š•์ฆ์‹œ๊ฐ€ ์ดํ‹€ ์—ฐ์† ํ•˜๋ฝ, ๋‹ค์šฐํ‰๊ท ์€ 328.09ํฌ์ธํŠธ(0.63%) ๋‚ด๋ฆฐ 52,093.11, S&P500์€ 34.25ํฌ์ธํŠธ(0.45%) ํ•˜๋ฝํ•œ 7,585.73, ๋‚˜์Šค๋‹ฅ์€ 204.84ํฌ์ธํŠธ(0.78%) ๋–จ์–ด์ง„ 25,981.57์— ๋งˆ๊ฐ, ์ „๋‚  ๊ธ‰๋ฝํ–ˆ๋˜ AI ๊ด€๋ จ์ฃผ ์ผ๋ถ€(AMDยท์ฝ”ํžˆ๋ŸฐํŠธ ์•ฝ 2%, ํ€„์ปด 4%๋Œ€)๋Š” ๋ฐ˜๋“ฑํ–ˆ์œผ๋‚˜ ์‹œ์žฅ ์ „์ฒด ํ•˜๋ฝ์„ธ๋Š” ๋ง‰์ง€ ๋ชปํ•จ- ์œ ๊ฐ€ ๊ธ‰๋“ฑ์ด ์ฒซ ๋ฒˆ์งธ ์ถฉ๊ฒฉ, WTI๋Š” 4.38% ์˜ค๋ฅธ ๋ฐฐ๋Ÿด๋‹น 105.83๋‹ฌ๋Ÿฌ, ๋ธŒ๋ ŒํŠธ์œ ๋Š” 2.9% ์ƒ์Šนํ•œ 108.75๋‹ฌ๋Ÿฌ๋กœ 109๋‹ฌ๋Ÿฌ์— ์œก๋ฐ•, ์˜ˆ๋ฉ˜ ํ›„ํ‹ฐ ๋ฐ˜๊ตฐ ๊ณต๊ฒฉ์œผ๋กœ ์‚ฌ์šฐ๋”” ๋™์„œ ์†ก์œ ๊ด€ ๊ฐ€๋™์— ๋ฌธ์ œ๊ฐ€ ์ƒ๊ธฐ๊ณ  ์–€๋ถ€ํ•ญ ์›์œ  ์„ ์ ๊นŒ์ง€ ์ค‘๋‹จ๋˜๋ฉฐ ์œ ๋Ÿฝํ–‰ ํ™”๋ฌผ ์„ ์  ์ทจ์†Œ๋กœ ์ด์–ด์ง, ๋™์„œ ์†ก์œ ๊ด€์€ ์ด๋ž€์ „์Ÿ์œผ๋กœ ํ†ตํ–‰์ด ๊ธ‰๊ฐํ•œ ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์„ ์šฐํšŒํ•˜๋Š” ํ•ต์‹ฌ ์ˆ˜์†ก๋กœ๋ผ๋Š” ์ ์—์„œ ๊ณต๊ธ‰ ๋ถˆ์•ˆ ํ™•๋Œ€- ๋‘ ๋ฒˆ์งธ ์ถฉ๊ฒฉ์€ ๊ตญ์ฑ„๊ธˆ๋ฆฌ, ็พŽ 10๋…„๋ฌผ์€ ์žฅ์ค‘ 5.041%๊นŒ์ง€ ์น˜์†Ÿ์•„ 2007๋…„ ์ดํ›„ ์ตœ๊ณ ์น˜ ๊ธฐ๋ก(์ข…๊ฐ€๋Š” 4.995%๋กœ ๋ฐ˜๋‚ฉํ–ˆ์œผ๋‚˜ 2007๋…„ 7์›” ์ดํ›„ ์ตœ๊ณ ), G7 ํ‰๊ท  10๋…„๋ฌผ ๊ธˆ๋ฆฌ๋„ 4.285%

์‹ค์ ํ˜„ํ™ฉ

๋งค์ถœ์•ก

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 67,603,200,088 3.33%
2024 ์—ฐ๊ฐ„ (YoY) 65,423,627,200 18.89%
2023 ์—ฐ๊ฐ„ (YoY) 55,030,886,112 -
2022 ์—ฐ๊ฐ„ (YoY) 44,743,475,000 3.38%
2026.2Q ๋ถ„๊ธฐ (QoQ) 17,438,099,163 17.49%
2026.1Q ๋ถ„๊ธฐ (QoQ) 14,842,409,989 -8.75%
2025.4Q ๋ถ„๊ธฐ (QoQ) 16,265,626,565 11.11%
2025.3Q ๋ถ„๊ธฐ (QoQ) 14,639,019,636 -25.64%

์˜์—…์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 10,357,738,081 -28.26%
2024 ์—ฐ๊ฐ„ (YoY) 14,436,928,478 26.50%
2023 ์—ฐ๊ฐ„ (YoY) 11,412,710,566 -
2022 ์—ฐ๊ฐ„ (YoY) 8,046,838,300 -11.98%
2026.2Q ๋ถ„๊ธฐ (QoQ) 3,150,541,956 628.61%
2026.1Q ๋ถ„๊ธฐ (QoQ) 432,403,900 -86.90%
2025.4Q ๋ถ„๊ธฐ (QoQ) 3,300,434,618 -0.69%
2025.3Q ๋ถ„๊ธฐ (QoQ) 3,323,235,415 102.89%

์ˆœ์ด์ต

๊ธฐ๊ฐ„ ๊ตฌ๋ถ„ ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025 ์—ฐ๊ฐ„ (YoY) 2,182,773,210 -80.23%
2024 ์—ฐ๊ฐ„ (YoY) 11,038,402,513 8.29%
2023 ์—ฐ๊ฐ„ (YoY) 10,193,342,856 -
2022 ์—ฐ๊ฐ„ (YoY) 17,237,746,000 1031.63%
2026.2Q ๋ถ„๊ธฐ (QoQ) 3,684,104,442 94.45%
2026.1Q ๋ถ„๊ธฐ (QoQ) 1,894,648,404 162.64%
2025.4Q ๋ถ„๊ธฐ (QoQ) -3,024,578,759 -196.67%
2025.3Q ๋ถ„๊ธฐ (QoQ) 3,128,756,410 2246.41%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 212,020

๊ธฐ๊ด€: 26,060

์™ธ์ธ: -196,477

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 1,142,939

๊ธฐ๊ด€: -37,415

์™ธ์ธ: -1,018,405

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-06 212,020 26,060 -196,477
2026-10-02 -54,883 173 59,125
2026-10-01 -6,619 -444 -437
2026-09-30 -25,225 12 25,209
2026-09-29 91,077 - -91,077
2026-09-28 -99,528 -367 98,248
2026-09-23 95,052 -1,463 -96,043
2026-09-22 -103,863 1,516 104,104
2026-09-21 120,265 1 -119,918
2026-09-18 417,444 393 -386,982
2026-09-17 203,282 -2,390 -200,892
2026-09-16 -740,305 -7,921 721,904
2026-09-15 609,038 7,128 -597,081
2026-09-14 153,615 15 -153,143
2026-09-11 52,504 - -52,955
2026-09-10 -14,424 -236 14,660
2026-09-09 -22,055 -93 22,172
2026-09-08 10,912 -176 -11,230
2026-09-07 90,981 2,618 -93,866
2026-09-04 -19,217 19 19,509
2026-09-03 13,629 -28 -13,609

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-10-06 983,700 24,817 -948,779
2026-10-02 771,680 -1,243 -752,302
2026-10-01 826,563 -1,416 -811,427
2026-09-30 833,182 -972 -810,990
2026-09-29 858,407 -984 -836,199
2026-09-28 767,330 -984 -745,122
2026-09-23 866,858 -617 -843,370
2026-09-22 771,806 846 -747,327
2026-09-21 875,669 -670 -851,431
2026-09-18 755,404 -671 -731,513
2026-09-17 337,960 -1,064 -344,531
2026-09-16 134,678 1,326 -143,639
2026-09-15 874,983 9,247 -865,543
2026-09-14 265,945 2,119 -268,462
2026-09-11 112,330 2,104 -115,319
2026-09-10 59,826 2,104 -62,364
2026-09-09 74,250 2,340 -77,024
2026-09-08 96,305 2,433 -99,196
2026-09-07 85,393 2,609 -87,966
2026-09-04 -5,588 -9 5,900
2026-09-03 13,629 -28 -13,609

์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
184,893,905,460 37.57% 62.43%

๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
ํ•€ํ…Œํฌ ๋ณด์•ˆ ์†”๋ฃจ์…˜ [์„œ๋น„์Šค] 36.36%
์—ฐ๊ฒฐ [๊ธฐํƒ€] 21.91%
์Šค๋งˆํŠธ ๊ธˆ์œต [์„œ๋น„์Šค] 19.83%
ํ•€ํ…Œํฌ ํ”Œ๋žซํผ [์„œ๋น„์Šค] 16.49%
๊ธฐํƒ€ 2.84%
ํ‹ฐ๋จธ๋‹ˆ ์†”๋ฃจ์…˜ [์ œํ’ˆ] 2.58%

๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 66,686 (0.34%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 434,788 (1.78%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-10-06 7,150 66,686 0.34%
2026-10-02 5,690 13,329 1.62%
2026-10-01 5,390 15,209 3.36%
2026-09-30 5,330 3,024 1.00%
2026-09-29 5,420 20,670 2.37%
2026-09-28 5,660 12,421 1.06%
2026-09-23 5,550 22,736 0.43%
2026-09-22 5,420 1,807 0.20%
2026-09-21 5,650 1,504 0.07%
2026-09-18 5,620 48,229 1.97%
2026-09-17 5,810 12,741 0.59%
2026-09-16 6,040 21,599 0.22%
2026-09-15 6,310 71,993 0.61%
2026-09-14 4,900 54,210 6.84%
2026-09-11 4,825 37,058 3.67%
2026-09-10 4,630 3,650 3.01%
2026-09-09 4,665 5,575 3.66%
2026-09-08 4,560 5,946 3.48%
2026-09-07 4,640 21,179 9.17%
2026-09-04 4,850 30,811 3.87%
2026-09-03 4,480 3,751 3.60%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-10-01 5,390 434,788 1.78%
2026-09-30 5,330 432,188 1.77%
2026-09-29 5,420 437,422 1.79%
2026-09-28 5,660 342,500 1.40%
2026-09-23 5,550 390,985 1.60%
2026-09-22 5,420 361,369 1.48%
2026-09-21 5,650 399,691 1.63%
2026-09-18 5,620 328,019 1.34%
2026-09-17 5,810 252,856 1.03%
2026-09-16 6,040 204,245 0.83%
2026-09-15 6,310 441,110 1.80%
2026-09-14 4,900 128,401 0.52%
2026-09-11 4,825 128,214 0.52%
2026-09-10 4,630 123,033 0.50%
2026-09-09 4,665 122,994 0.50%
2026-09-08 4,560 123,236 0.50%
2026-09-07 4,640 123,531 0.50%
2026-09-04 4,850 123,031 0.50%
2026-09-03 4,480 120,248 0.49%
2026-09-02 4,475 120,293 0.49%
2026-09-01 4,660 119,165 0.49%

์—…์ข… ๋‚ด ๋น„๊ต

์†Œํ”„ํŠธ์›จ์–ด ์—…์ข…(79๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ํ˜„์žฌ ์ข…๋ชฉ ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 1,346.515 1,084.9 15์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) 39.508 -11.71 5์œ„
PBR 1.262 31,268.4 24์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) 1.678 -5.29 45์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.879 3.29 22์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 15.321 -21.72 10์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 3.229 -25.53 42์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 39.344 76.03 35์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 676.032 3,102.93 21์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 103.577 220.65 12์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) 21.828 165.86 35์œ„