| [: Ʒ Ư ũ(valuewalk.com) 2022 12 7 Դϴ. ֽĿ ǰ Դϴ.]
2022 Ϻ ʴ 鿡 ؿ.
Žð ȯ濡 ǰ ִ.
ð Ƹ ݴа ε ִ.
2021 (FAANG) ؿٸ, 2022 (bang) ؿ. ݸ Ȳ , ϸ ߷ Ž ó Ϻ ֽĵ Źϰ ߶ϸ鼭 ſ ̶ֽ . , (Apple: NASDAQ--AAPL) 2021 ְ 30%, Ƹ(Amazon: NASDAQ--AMZN) 55%, Ÿ(Meta: NASDAQ--META) 80% ϶߾.
ش ̵鿡 ؿ, Ư Ƹ Ÿ ҵ ְ ϶ϸ鼭 ڵ鿡 ū Ȱ־.
غ ݸ λ ӵ ɼ ûϰ, ֱ Һڹ(CPI) ÷̼ ȭ ְ ֱ , ٽ ż ȸ ϱ ñ ƴ .
Ÿ ް ظ ߵ, ٽ ũ δ 屸 ִ--츮 -- ֽ 2 ֽĸ .
ֽĵ ݱ '' ̴ֽ. ֽ ۳ ְ 183 20% ϶ ؿ ŷǰ ִ. Һ簡 ַ Һڵ 㸮츦 Ű ̴ ݸ λ ϳ , Ʈ ʾҴ.
10 ǥ ֱ . Ư, (Ȱȭ : active installed base of devices--AIB) ֿ ǰ ְġ ߴ. 6 ٽ ǰ ϳ(е) ϰ ǰ ߴ. ̴ ؿ --ȭ ƴ---ȿ ߴٴ ǹѴ.
ӵǰ ִ ߱ ̽( ̽) , ֱ ̵ Ϸ õǰ ִ. ְ , 6 ̰ ִ иϴ.
ְ 鼭 ϰ ִٴ ؿ İ ִٴ ǹѴ. ߱ Ȳ ̶ , ̷ ӵ ִ.
[ǥ1] ְ&ŷ Ʈ
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Ƹ ְ ϶ ߴ. 浥 ũ ڵ Ƹ ְ ٽ 100 δ ̴. 2014 2019 ణ Ⱦߴ ϸ, Ƹ 10 ߴ. Ƹ ϸ鼭 浥 ڸ ݴ ϶ϴ ִ.
1 ø ð , Ƹ ֱ 3б ϶ߴ. , 3б ǥ Ƹ 濵-- ְ ϶Ų ֹ-- ȭ ȭ ϱ ߴ. ϸ, Ư δ ִ.
Ƹ ְ 2018 2020 Ȯߴ ؿ ŷǰ ִ. 4б , ־ ݴ ó Ƹ ְ ݿǾٰ ؾ ̴.
Ƹ ̻ Ǵ Ѵٰ Ѵٸ, ٷ ̴. Ƹ ͷ AWS ι ϰ ִ. ؿ ü ϸ, Ƹ ȸ Ȯϴµ ū ̴. <>
[ǥ2] Ƹ ְ&ŷ Ʈ
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* ó: ũ(Sam Quirke), ϺƮ(MarketBeat) ÷ϽƮ, "How To Play Apple And Amazon Heading In 2023," 2022 12 7, https://www.valuewalk.com/how-to-play-apple-and-amazon-heading-in-2023/
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