ϱ ٸ. īݶ ϰ ' ', ϱ ټ ŷ δ. â̹Ƿ ϱ ְ· ִ ̴. ְ· 忡 ´.
ǽ 帧(Flow) Ѵ
ǽ ϸŭ ̴. ϴ ְ· . ӵ (ƹ ̶ ) ְ ϶ ȯѴ.
ų 100% ϴ 90% Ѵٸ ǴѴ. 90% ϴµ ̴. ᱹ ڿ ġ ġ 帧 ߿ϴ.
ϱ
װ ͷ б ϰ ִٸ ü Ȥ ͼ ִٴ ִ. Ư ͷ ȯ ִٴ 밨 ɾش. Ͼ ϴ ã ϴ. ܹ ƴ ֱ ̴.
ͷ Ӹ ƴ϶ , 帧 ִ. ̷ ǥ ϴµ ұϰ ְ ų, ְ ߴ ϴ ̼ ŷ̶ ϱ ִ.
ͷ 30
װ ͷ 4 б ãƺô.
< >
- ֱ 4 б ȯ(ֱ 4 б ) , ͷ
- ('24) 5% ̻
* ðѾ (1/29 )
ü 밨 ȮǴ
߽ Ŭ Ͻ(CRM) ȯ ͷ 1.7%(4Q23 / 1 ) -> 2.4%(1Q24) -> 6.1%(2Q24) -> 8.9%(3Q24, ֱ б) б þ. Ⱓ ȯ 313.5 339.5 б þ.
ڻ ÷ ° Ϸ GPT ϸ鼭 AI ȭ ȭ ȿ. Ÿ Ȳ "Ͻ AI , ÷ ȿ, ͽ ü ȯ ӵǰ ִ" " â ɷ ũ Ȯ " ߴ.
ϴ (UBER) б ʷ ȯ ͷ (+)ȯ ߴ. ÷ 2б ȯ 2б б ڸ ̴. 1б 100 б Ǹ Ͽ ڸű δ. Ͼ忡 ְ 149% ߴ.
ο AI м ÷ '' ϴ ȶƼ(PLTR) ȯ δ. ȯ ͷ '22 4б -8.4% þ 3б 1.7% ߴ. 4б þ ͷ 10.3% ǰ ִ. Ȯ ̱ ζ , AI ȭ ¹鼭 ȶƼ 밨 Ŀ .
ͷ 30
Ͻ(CRM), ƩƮ(INTU), (NOW), ʷ ϷƮ(GE), ũ(UBER), ȷ Ʈ(PANW), αú(PGR), ư(ETN), ƽ μ(ADP), ī 극(MELI), ̾Ƽ(BSX), ̼(FI), ƸŸ Ʈ(ANET), ũ(WDAY), ̽Ʈ ŴƮ(WM), Ʈ ͳų(MAR), 轼 (TRI), ġƲ ߽ĭ (CMG), Ʈ (TDG), Ʈ ũ(TT), ζ ַǽ(MSI), WW (GWW), ̵ 귯丮(IDXX), ý(PAYX), Ƹ(AME), ̰Ž (LVS), ȶƼ ũ(PLTR), Ϸ(ZS), Ҹư(HAL), ο ij ũ(RCL)
Ʈ '' ø
[ֽ̱] 6.5% .. 2 ǥ ִ?- (5) - 24.1/10
[ֽ̱] 2024 1 Ȱ ? - (4) - 23.12/6
[ֽ̱] ŷ 2? 12 ǥ 5 - (3) - 23.11/27
ָϴ ' ' ø
[ֽ̱] ǥ 20 - 24.1/24
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