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빈세재망 0 Comments 0 Views 25-10-09 19:01본문
[????=?̵??ϸ? ?????? Ư?Ŀ?] ?? ???? ?????????? ???? ???? ?????긮?? ????(Everything Rally)???? ?۽ο???. ?ݰ??? ?½??? 4000???? ?????ϸ? ???? ?ְ?ġ?? ???? ????, ?????ڻ? ??ǥ?????? ??Ʈ?????? 12???????? ?Ѿ??. ???????? ???? ???? ?ְ? ?????? ?̾?? ?ִ?.
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8??(?????ð?) ???? ?? ?????? ?½??? 4000???? ?Ѿ??, 12?? ?ε??? ???? ???ݵ? 4070???? ?????ߴ?. ?? ???? ???? ?Ѷ? ?½??? 49.57???? ???? ?ְ?ġ?? ??????.
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?ڳ??ͽ? ?????ڴ? ???ݰ? ?????? ?̱??? ?ֿ䱹?? ???÷??̼ǰ? ??ȭ??ġ ?϶??̶??? ???? ????ũ?? ???? ???????? ?????̴١??? ??2008?? ???????? ???? ???? ?????? ?????? ??ä ?????? ???? ?Ǹ??? ????ó?? ???????Դ١??? ?????ߴ?.
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???????? ???ݿ? ???? ?? ???? ???????? ???????? ?ΰ?????(AI) ?հ? ?????ϸ? ?ֽĽ??????? ?????ø??? ?ִ?. ???????? 3?? ?????? ???? ?ְ?ġ?? ???? ???̴?. AI ???ڿ? ???????? ?????? ?????? ???ʾ??? ?ڻ? ???÷??̼??? ??????? ?ִ? ???̴?.
???常?轺?? ???ǽ??ĸ? ?? ???? ?ֿ? ?????????? ??3?б? ???? ?????? ???????? ??ħ?? ?͡??̶??? ??AI ???? ???????? ???ͼ? ?????? ???? ???????? ???ӽ?ų ???ɼ??? ???١??? ???ٺô?. ??Ƽ?????? ??????? ???̹? ?????? ???? ????ó?? ?ܼ? ???????⺸?? ?????? ?ڱ? ?̵??? ?ʱ? ?????? ???? ?ִ١??? ???????? ???? ???١??? ǥ???? ????.
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??AI???? ?????١? ???????? ?ּ֡?BofA ???ݰ? ???? ???? ????
?????? ????ǰ ?????????? ???????? ?︮?? ?ִ?. ?ǹ? ???⺸?? ?ڻ갡???? ?ռ? ?????? ?????? ?? ???????? ?????? ?? ?ִٴ? ??????. ??ȭ??ġ ?϶??? ??ä Ȯ???? ?¹????鼭, ?????? ??ġ???ٴ? ?????ڻ??? ??Ǯ?? ?????? ?ִٴ? ?????̴?.
?????ݵ? ?Ź? ?? Ʃ?? ?????? ?ֱ? CNBC?? ???ͺ信?? ?????? ?????? 1999?? ???Ĺ??? ?????? ?????? ???Ҵ١??? ?????ߴ?. ???ÿ? ?????????? ?????ְ? ???ϰ? ?????? ???°? ?????? ?ִٴ? ???̴?. ?״? ?????? ???ᰡ ?????? ?????? ????(??ǰ?? ?????? ???? ?ܰ?)?? ?? ???? ?????ӿ? ?Ϻ??? ?????? ?ִ١??? ???ߴ?. ?ΰ?????(AI) ?о߿??? ??Ÿ???? ????ȯ?? ?ŷ???, ?? ???????? ???? ??ǰ?̳? ???????? ?????ȸ? ?????? ??Ǯ???? ???? ?????????? ?ŷ? ???? ????ũ?? ???? ?ִ? ???̴?.
???̺??? ?ַθ? ???常?轺 CEO ???? ???? 3?? ?丮?뿡?? ???? ????Ż???? ??ũ ??ũ?????? ???????? ?ٰ????? ?ִ١??? ???? ?߽? ??Ʈ???????? ????ũ?? ?????ߴ?. ?״? ???????? ???? ?????? ?ñ??̸?, ?̷? ?ñ? ?ڿ??? ?????? ?????? ?´١??? ???ߴ?. ???? ?????? ?Ƹ??? CEO?? ???? ?ڸ????? ??AI ?????? ???? ???????? ????(industrial bubble)???? ?????ϰ? ?ִ١??? ?????????? ???ߴ?. AI ???ڰ? ??ü?? ?????? ???? ?ں??? ?ʹ? ???? ?????? ?ִٴ? ?????̴?.
?̱? ??ũ?????Ƹ?ī(BofA)?? ?ֱ??? ?ݰ? ??? ???? ?????? ???̰? ?ִٸ? ???? ???? ???ɼ??? ?????ߴ?. ?? ?þƳ? BofA ?????м????? ?????? 7?? ???? ???¼??? ?????µ?, ?̴? 1970?? ???? 18???ʹۿ? ?????? ?̷??? ???????̶??? ?????ſ??? ?̷? ???? ???? ???Ŀ??? ???κ? ?ܱ? ?????? ?ڵ????١??? ??????. ?״? ?? ?????? ?ݰ??? 200?? ?ܼ??̵?????(SMA) ???? 20% ?̻? ???? ?ŷ??ǰ? ?ִ١??? ???????????? ?? ???????? ???¼??? ?????? ???? ???찡 ???Ҵ١??? ???ٿ???.
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?????ڻ??? ?????ڻ??? ???ÿ? ???ϴ? ?̷??? ???? ?ڿ??? ?۷ι? ??Ǯ???? ȭ????ġ ?϶?, ???? ?????ڵ??? ???dz? ?ڱ? ???̵????? ?ڸ??ϰ? ?ִ?.
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?????? ??dz?? ?? ???? ?ڱ?, ?ڻ????????? ????
?Ƹ???G ?ֽ?
?۷ι? ?ֿ? ?߾????????? ???? ??ȭ ???? ?ӿ? ??ȭ?? ??ȭ??å ?????? ?????ϸ鼭 ???忡?? ?????? ???????? ???Ƶ??? ?ִ?. ä?? ???ͷ??? ???????? ???? ???ŷ??? ???÷??̼ǿ? ???Ƴ?????, ?????ڵ??? ???????̵? ?????? ?ڻꡯ???? ?????? ?ִ?.
[????=???ٴ??̾߱?
???ϸ? ?????? ????]
8??(?????ð?) ???? ?? ?????? ?½??? 4000???? ?Ѿ??, 12?? ?ε??? ???? ???ݵ? 4070???? ?????ߴ?. ?? ???? ???? ?Ѷ? ?½??? 49.57???? ???? ?ְ?ġ?? ??????.
???? ???? ?ݰ?(????)?? 54% ??????????????
?ߴ?. ??????(27%)?? ?̾? 2?? ???? ???ĸ? ???¼???. ???? ???? ?Ⱓ 71% ?????ߴ?. ????????ȸ(WGC)?? ?????? ???? ???? ?? ?????????ݵ?(ETF) ???Ծ??? 640?????? ???ߴ?. 9?? ?? ?? ???ȿ??? 173?????? ???Ե? ???? ???? ???? ?ִ?ġ?? ?????ߴ?. ???????? ?ݡ????? ?Ҹ??? ??Ʈ???ε? ?????? ???밨?? ???Ծ? 7?? 12??6000???? ??????????
?? ???? ?ְ?? ?????ߴ?.
?ݰ??? ??Ʈ?????? ġ?ڴ? ???? ?????ڵ??? ?? ?? ???? ȭ???? ??ġ ?϶?(???÷??̼?)?? ?????? ????ġ ???? ???ܡ????? ?ǹ? ?Ǵ? ??ü ?ڻ??? ???Ը??? ?????ϰ? ?ֱ? ?????̴?. ?ܼ??? ?????ڻ? ???䰡 ?ƴ϶? ??ȭ?? ?ŷ? ?ر????? ???? ????(hedge) ?????? £??.
?ٴϿ? ??Ʈ?? ?????ϵ? ??Ȳ?ݼ?????
?ڳ??ͽ? ?????ڴ? ???ݰ? ?????? ?̱??? ?ֿ䱹?? ???÷??̼ǰ? ??ȭ??ġ ?϶??̶??? ???? ????ũ?? ???? ???????? ?????̴١??? ??2008?? ???????? ???? ???? ?????? ?????? ??ä ?????? ???? ?Ǹ??? ????ó?? ???????Դ١??? ?????ߴ?.
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???????? ???ݿ? ???? ?? ???? ???????? ???????? ?ΰ?????(AI) ?հ? ?????ϸ? ?ֽĽ??????? ?????ø??? ?ִ?. ???????? 3?? ?????? ???? ?ְ?ġ?? ???? ???̴?. AI ???ڿ? ???????? ?????? ?????? ???ʾ??? ?ڻ? ???÷??̼??? ??????? ?ִ? ???̴?.
???常?轺?? ???ǽ??ĸ? ?? ???? ?ֿ? ?????????? ??3?б? ???? ?????? ???????? ??ħ?? ?͡??̶??? ??AI ???? ???????? ???ͼ? ?????? ???? ???????? ???ӽ?ų ???ɼ??? ???١??? ???ٺô?. ??Ƽ?????? ??????? ???̹? ?????? ???? ????ó?? ?ܼ? ???????⺸?? ?????? ?ڱ? ?̵??? ?ʱ? ?????? ???? ?ִ١??? ???????? ???? ???١??? ǥ???? ????.
(????=êGPT ???? ?̹???)
??AI???? ?????١? ???????? ?ּ֡?BofA ???ݰ? ???? ???? ????
?????? ????ǰ ?????????? ???????? ?︮?? ?ִ?. ?ǹ? ???⺸?? ?ڻ갡???? ?ռ? ?????? ?????? ?? ???????? ?????? ?? ?ִٴ? ??????. ??ȭ??ġ ?϶??? ??ä Ȯ???? ?¹????鼭, ?????? ??ġ???ٴ? ?????ڻ??? ??Ǯ?? ?????? ?ִٴ? ?????̴?.
?????ݵ? ?Ź? ?? Ʃ?? ?????? ?ֱ? CNBC?? ???ͺ信?? ?????? ?????? 1999?? ???Ĺ??? ?????? ?????? ???Ҵ١??? ?????ߴ?. ???ÿ? ?????????? ?????ְ? ???ϰ? ?????? ???°? ?????? ?ִٴ? ???̴?. ?״? ?????? ???ᰡ ?????? ?????? ????(??ǰ?? ?????? ???? ?ܰ?)?? ?? ???? ?????ӿ? ?Ϻ??? ?????? ?ִ١??? ???ߴ?. ?ΰ?????(AI) ?о߿??? ??Ÿ???? ????ȯ?? ?ŷ???, ?? ???????? ???? ??ǰ?̳? ???????? ?????ȸ? ?????? ??Ǯ???? ???? ?????????? ?ŷ? ???? ????ũ?? ???? ?ִ? ???̴?.
???̺??? ?ַθ? ???常?轺 CEO ???? ???? 3?? ?丮?뿡?? ???? ????Ż???? ??ũ ??ũ?????? ???????? ?ٰ????? ?ִ١??? ???? ?߽? ??Ʈ???????? ????ũ?? ?????ߴ?. ?״? ???????? ???? ?????? ?ñ??̸?, ?̷? ?ñ? ?ڿ??? ?????? ?????? ?´١??? ???ߴ?. ???? ?????? ?Ƹ??? CEO?? ???? ?ڸ????? ??AI ?????? ???? ???????? ????(industrial bubble)???? ?????ϰ? ?ִ١??? ?????????? ???ߴ?. AI ???ڰ? ??ü?? ?????? ???? ?ں??? ?ʹ? ???? ?????? ?ִٴ? ?????̴?.
?̱? ??ũ?????Ƹ?ī(BofA)?? ?ֱ??? ?ݰ? ??? ???? ?????? ???̰? ?ִٸ? ???? ???? ???ɼ??? ?????ߴ?. ?? ?þƳ? BofA ?????м????? ?????? 7?? ???? ???¼??? ?????µ?, ?̴? 1970?? ???? 18???ʹۿ? ?????? ?̷??? ???????̶??? ?????ſ??? ?̷? ???? ???? ???Ŀ??? ???κ? ?ܱ? ?????? ?ڵ????١??? ??????. ?״? ?? ?????? ?ݰ??? 200?? ?ܼ??̵?????(SMA) ???? 20% ?̻? ???? ?ŷ??ǰ? ?ִ١??? ???????????? ?? ???????? ???¼??? ?????? ???? ???찡 ???Ҵ١??? ???ٿ???.
?????? (yoon@edaily.co.kr)
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