Ϸ Ƽ 10 ø ִ. ̶ Ҹ Ϸ ع ڼ ˾ƺôµ ̹ éͿ Ϸ ؿ ϴ ֽ̱ ãƺ Ѵ.
Ƽ DZ
Ƽ DZ ؼ Ʒ '10 Ȳ Ģ' ؾ Ѵ. ٷ ںս ϰ, ũ ̸鼭, ø ִ ȸ ִ.
< Ϸ 10 Ȳ Ģ>
1. Ȯ
2. Ҽ 强
3. ֵ
4.
5.
6. л
7. ں൵ ںͷ
8. ưư 繫
9. ȸ
10. 濵 豸
Ϸ 繫 ũ ϰ, ũ Ȳ Ģ üũƮ ִ.
1 ũ Ȳ Ģ '5. ', '7. ں൵ ںͷ', '8. ưư 繫', '9. ȸ' ϰ ǹǷ üũƮ 6 Ģ θ Ǹ ȴ.
1ܰ ũ - Ƽ ĺ 20
Ϸ ص ũ 20 ߷´.
<1 ũ >
1. (10) 10% ̻
2. (10) ų 缺 50%
3. (10) 帧 ä 0
4. (10) 帧 5% ̻
5. (10) ROE 10% ̻, () ROIC 10% ̻
6. (10) 帧 50% ̻
7. (10)
8. (23.10/23 ) ðѾ 100 ̻
Ƽ ĺ 20 : (NVDA), ĺ A(GOOGL), Ÿ(META), ý(ADBE), ƩƼ (ISRG), ĸӽƼý(REGN), óý(SNPS), ̴ ý(CDNS), Ȧ(PYPL), ƸŸ Ʈ(ANET), (MNST), ġƲ ߽ĭ (CMG), 緹 ֽƼī(LULU), Ƽ(FTNT), ̾ý(EW), Ʈ(CPRT), ý۽(VEEV), Ÿ Ƽ(ULTA), Ʈ(PAYC), ý۽(EPAM)
2ܰ üũƮ - , ĺ, Ÿ
20 Ȳ Ģ 5, 7, 8, 9 ̴. 6 ص鿡 ؼ üũƮ θ .
üũƮ Ƽ Ϲ(ĺ ) ִ. ̼ м Ʈ θ .
Ƽ ĺ 1 , 2 ĺ, 3 Ÿ üũƮ ߴ. м ̳ Ȳ Ģ ؼ ΰ ֱ м .
(NVDA) - ( 10 / 10)
1. Ȯ (O) - ƴ GPU( óġGraphic Processing Unit) 80% ϰ ִ. GPU ÿ óϴ 'ġ ǻ' ٽ ǰ ղ. GPU AI(ΰɡArtificial Intelligence) 4 ߿ ڿ̸, AI ȭ ܰ 忡 ִ.
2. Ҽ 强(O) - AI ȭ GPU 䵵 þ ȴ. ۷ι ü Ͼص帶Ͽ AI 2027 36.2% ȴ.
3. ֵ(O) - ƴ Ⱓ GPU 1 ڸ ʾҴ. AI, κ 4 ̸ δ.
* GPU (ó : KHAVEEN Investments)
4. (O) - ƴ GPU 迡 ϰ ִ.
5. (O ũ ) - (10) (CAGR) 31%
* (ڷ : )
6. л(O) - лǾ ִ. 2022 븸 31.7%, ߱ 26.4%, ̱ 16.2%, Ÿ 25.7%.
7. ں൵ ںͷ(O ũ ) - (10 ) 帧(FCF)/(S) 24%, (10 ) ROE 28%, (2022) ROIC 28%
8. ưư 繫(O ũ ) - (10 ) ä(Net Debt)/帧(FCF) (-) 61%
Ϸ 帧(FCF) ä ȯϴ ɸ . ̻ 0 .
9. ȸ(O ũ ) - (10 ) 帧(FCF)/(NI) 97%
10. 濵 豸(O) - â Ȳ CEO 3 (3.8%) ִ. ״ 븸 ̱ 1992 ۵ , AMD ũμ 1993 Ƹ âߴ.
2006 ʷ GPU '(CUDA)' ߴµ ̴ GPU ܼ ī忡 ǻ ǰ ִ Ⱑ Ǿ. ǻ ظ ϱų Ȳ 濵ڶ ִ.
ĺ(GOOGL) - ( 10 / 10)
1. Ȯ (O) - ĺ ˻ (googl.com) ÷ Ʃ(Youtube) ˻ ˰ âϰ ִ. ȸ ε带 AI, ϰ ̸ ˻ ̴. AI Ȯ Ҿ ĺ Ȯ δ.
2. Ҽ 强(O) - м ü statista ۷ι ˻ Ը 225.3B (292 ) ߴ. ˻ 2022 2030 17.6% ǰ ִ.
3. ֵ(O) - ˻ 91% Ѵ(23 9 ). 2 ũμƮ (Bing) 3% Ұϴ. 2 е ̷ ˻ Ⱓ ӵ ̴.
4. (O) - ĺ ٽ ġ ӵ Ȯ ϴ ˰̸ Ѵ. ¶ ÷ SEMRUSH 迡 ϸ ̿ϴ Ʈ 1 2 , Ʃ̸ Ʃ 27 ȴ. 簡 ˻ ý ϱ ؼ ʾ ڰ ʿϸ ˰ ϱ ؼ ſ ð ɸ.
5. (O ũ ) - (10) (CAGR) 18.5%
* ĺ (ڷ : )
6. л(O) - ĺ ̱ 47%, EMEA 29%, APAC 16%. Ʃ ڴ ε 4.6, ̱ 2.4, 4.4, εþ 1.3 лǾ ִ.
7. ں൵ ںͷ(O ũ ) - (10 ) 帧(FCF)/(S) 22%, (10 ) ROE 18%, (2022) ROIC 40%
8. ưư 繫(O ũ ) - (10 ) ä(Net Debt)/帧(FCF) (-) 164%.
9. ȸ(O ũ ) - (10 ) 帧(FCF)/(NI) 99%
10. 濵 豸(O) - ε ٸ ̰ ĺ CEO ð ִ. ٸ ̴ 2004 Ի ũ ϸ鼭 2015 CEO , 2019 â 濵 Բ ĺ CEO ϰ ȴ. װ CEO ðѾ 3谡 ö 14 2谡 ƴ.
Ÿ(META) - ( 8/ 10)
1. Ȯ (O) - Ÿ Ͻ ̽, νŸ, , Ҽ Ʈũ (SNS) ÷ Ȱ ̴. Reality Labs θ (AR) (VR) ǰ ŧ ϴ Ÿ ֵ ϰ ִ. Ż Ÿ ħ ٴ Ͻ Ȯ强 дٰ ִ.
2. Ҽ 强(X) - Statista Ҽ ̵ 207.1B (269 ) ̸ ȴ. 2023 2027 4.5% ̾ 2027 Ը 247.3B(321 ) ̴. ڸ 10 äݸ 4.8% 4.5% ټ ŷ .
3. ֵ(X) - Ÿ Ҽ ̵ ÷ 忡 е 1 ϰ ִ. Ʈ м ü Statcounter ̽ 2023 9 65% 1 ϰ ִ. ٸ 2016 90% αٿ 65% ϶ ̾ ־ ε ǹ̴.
4. (O) - 2023 ̽ Ȱ(MAU) 30 1 ϰ ִ. ü ũ 9 , X(Ʈ) 3 ſ ū ̸ δ. ̽ ܿ ڻ 20 , νŸ 14 SNS 忡 ܴ ϰ ִ. ʹ Ÿ ȿ شٴ ġ ٽ ǥ ȴ.
5. (O ũ ) - (10) (CAGR) 30%
* Ÿ (ڷ : )
6. л(O) - 2022 Ϲ 51.6%, 26.3%, - 26.5% лִ.
7. ں൵ ںͷ(O ũ ) - (10 ) 帧(FCF)/(S) 34%, (10 ) ROE 20%, (2022) ROIC 22%
8. ưư 繫(O ũ ) - (10 ) ä(Net Debt)/帧(FCF) (-) 158%
9. ȸ(O ũ ) - (10 ) 帧(FCF)/(NI) 98%
10. 濵 豸(O) - Ÿ â CEO ũ Ŀ״ Ÿ 14% ϰ ־ Ͽ 濵 ̾ ִ. ״ Ϲ 2004 ̽ 2012 10 ڸ , ߴ. 2016 꽺 '迡 ִ ι 10 ö.
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