• ġ, ߱  ַ
  • 20240329_ũ__
  • 20240125_ũ_
  • 20240123_ũ_繫ǥ
  • 20240117_ũ_ǿƮ
  • 20240112_ũ_ֽİġ
  • 20240108_ũ_ι
  • 20240103_ũ_ȸ繫ǥ
  • 20231229_ũ_ġڴ¿Ǵ
  • 20231222_ũ_λ

home ֽ м

[] ۰ Ƹ ָ Ŭ, ?

ܵ۷ι IT 3б ȣ յ ǥϸ鼭 ̱ ̾ ִ. 3 0.7% 6764.44, ĴصǪ(S&P) 500 0.3% 2587.84 ߴ. ̴ ְġ.



IT Ҹ Ƹ, , ũμƮ, 2017 3б(7~9) ȣ ǥ 忡 ư ִ. Ƹ 26(ð) 3б ǥ, ׿ 34% 4374000޷ ġ 421޷ ȸߴ.



ȸ ĺ 3б ġ 272޷ 2777000޷(+24%, ⵿) ŵ״ٰ ǥߴ. ũμƮ ˸ٹٴ 245޷(+12%), 551(+61%) ġ 235޷, 520 ȸߴ. ֱ ǥ 526޷(+12%) ŵ ġ 508޷ Ѿ.

ȣ ⿩ и 'Ŭ'. ֱ ͸ ʿ ϴ 繰ͳ(IoT), ΰ 4 ϸ鼭, Ʈ ִ Ŭ ް ִ.

Ƹ Ŭ ǻ ۷ι 1( 34%) ü. Ŭ AWS(Ƹ) 3б 42% 46 ޷, 10% ũ ߴ.

, ü ijνý Ŭ 3б 76% , ڽ ַ 3б Ŭ, ƪ б ִġ 85޷(+34%) ŵ .

߱ Ŭ ǻ 1 ˸ٹٵ Ŭǻ 3б ũ þ. 迡 3б ش 297500 99%, б 22% ߴ. Ŭǻ ˸ٹٰ ֱ о ϳ, ˸ٹ CFO ˸ٹٰ ش ȹ .

Ŭ ?

Ը ũ Ŭ 񽺸 ϴ ü þ ִ. NAVER ȸ ̹Ͻ÷(NBP) 4 '̹ Ŭ ÷( NCP)' 񽺸 ߴ. 10 24 'Ŭ Ʈ 2017' NBP ڱ ̻ "4 ô ӿ ۷ι ε Ŭ带 ϰ ִ", "NAVER Ŭ ÷ 鿡 񽺸 ȹ"̶ .

KT о Ŭ 忡 ΰ Ÿ ִ. 2015 Ŭ ǰ 'G-Ŭ' , 2016 10 Ŭ ޾Ҵ. G-Ŭ 120 ޵ǰ ִ.

ۿ Ŭ 񽺸 ϴ ȷ NHNθƮ, , ٿ Ŭ ̴.



Ŭ ȭ.. ̲?

̹ ۷ι Ŭ 忡 ̰ ִ ؿ IT ޸, Ŭ ȭ⿡ ϴ ̴. ü IDC ۺ Ŭ 2019 15% ϸ IT ε巯 弼 мߴ.

̿ ü ȴ. Ư, Ŭ弭 忡 NAVER ӵ 忡 ϰ ־ ̸ .

ȭ " Ŭ Ŭ ǻ ȯ Ȱ ΰ API 񽺸 ϴ ÷ ֵ "̶ ϸ, "̷ 鿡 ̹ ΰ NAVER NCP 忡 ɼ " мߴ.

̸ NAVER Ŭ ÷ 3Ⱓ 231% , 2020⿡ 2792 ߴ. 2020 װ ϸ 4% Ը ũ , Ŭ ȭ յΰ ־ ϱ޼ 弼 Ÿ ̶ ̴.

߼ҡ߰߱ Ŭ 񽺸 ϴ µ ȭ ȴ. " SaaS(Ŭ SW ) ο 񽺸 ϰڴٴ ǥ ", " Ʈ Ŭ ° ذ ߼ ϱ ؼȴ" ľߴ.

ӿ Ŭ '佺Ʈ Ŭ' NHNθƮ Ŭ Ե غ ̴. ַ ڻ縦 Ÿ Ӿü θ Ŭ 񽺸 ϳ, 迡 ι 'Ŭ ' û ϰ ִ.

̹ KT ڸ Ŭ ι Ϲ ޸ 庮 , Ƹ AWS ϴ Ŭ嵵 ̱ ߽ ǰ ִ.

Ŭ ü, ?

ռ 6  ǻ ִ NAVER, KT, NHNθƮ, 4. ̵ װ ƴ.

ū NHNθƮ. 9334(+9%, ) װ 481(+82%) ŵ ̴. , ° NAVER 10%, 21% ڸ ŵ ƴ. ٸ KT, NAVER ַ Ŭ ϴ ̴.







ƮƮ ũα (1) ֱֱ(0)
:
|

 Ѹ ( 0)

ϴ. ù° ּ.

* HTML ± Ͻ ϴ.

Է

Powered by Stockwatch


03 / 29 15 : 30

NAVER 035420

187,400 300 , 0.16 %

ֽMRI м

ڸŷµ
̼ offoffoffoffoff

16

/ 25

 ononononoff
繫 ononononon
 强 onononoffoff
 â ononononoff
* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
20231222_ũ_λ20240123_ũ_繫ǥ

츮-