̱ ǽ ΰ , ְ ϰ δ. ǥ ְ ϰ ̴ ٸ. ̱ ǥϿ ְ ū ε ̴ ǥ Ѵ.
ֽ̱ ְ ̴ ֿ ҷδ б ǥϴ ̴(), ֳθƮ ִ. ̴ ǥϿ Ȯ ϴ. ̿ ֳθƮ ǥְ ǰ ƴϴ ִ. ǥְ ǥ 밨 ɸ ִ ñ׳̶ ִ.
3 20
3 ǥְ ãƺô. ðѾ 100 ( 13) ̻̰, ¿(̵) ϴ ߴ. (DELL), Ÿ(OKTA), ũ彺Ʈũ(CRWD), (IOT) 18 10% ̻ ǥְ ƴ.
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- ǥְ
- ǥְ ǻ 10 ̻
- ¿(̵)
- ðѾ 100 ( 13) ̻
- '24 , YoY( )
(DELL), ǥְ 40% ... AI
ǥְ 122 40% ƴ. 25 ¿ 8.5%.
ǥ ۷ ݿ AI ϰ ũ þٰ ߴ. ̿ ְ 30% ̻ ϸ ȭߴ. ۷ι 1 19% ϰ ִ. ȸ "AI ȭ ӵǰ ִ" ٺô.
ũ彺Ʈũ(CRWD), ǥ 25% ... ù ȯ
ũ彺Ʈũ( CRWD) ǥְ 388 25% ƴ. ǥְ 簡(3/25 ) 19% .
CRWD ǥְ ȣ ǥ ߴ. CRWD 5 4б ǥߴµ 4б EPS 95Ʈ ġ ȸ߰, 2025 ȸ迬 ̴ ġ پ ִ 3.77~3.97 ǥߴ. CRWD ̱ Ʈũ ̹ ó ȯ ߴ.
ڽƮ(COST), ǥְ 11% ... ְ ¿ Ȯ
ڽƮ ǥ ְ 11% þ 780. 簡(3/25) 11% ¿ ִ.
ڽƮڴ 7 2024 ȸ迬 2б ( 8) ǥߴ. װ 5.7%, 4.4% ø ߴ. 2% ص鼭 ְ ǥ 7% ߴ.
ְ ǥְ ϰ ִ. ڽ ֳθƮ " ְ ϶ ȿ ȸ " ٺ ִ.
ǥְ Ȱ
Ư ǥְ ֳθƮ õ̹Ƿ ֻܰ ϴ 带 հ̳ ߾Ӱ(Median) Ȱϸ ִ. ̷ (Consensus, ) Ҹ ټ(10~60) ֳθƮ ǰ յǾ ̱ ŷ .
' , 'ó ǥְ ְ - 谡 ȣ ִ. ̴ ġϰ, 'ǥְ ְ δ' ǿ ָ. ǥְ ְ ٸų ū ̰ ٸ Ÿ Ÿ̹ ִ. ְ ϴµ ǥְ ״ '&ŵ', ְ ϶ϴµ ǥְ ȴٸ 'ż' Ը ִ.
ֳθƮ ̶ ̴. 鵵 Ǽ ϸ ߴ ǿ ְ ִ. ǥְ ̸ ͽؼ ȴ. ǥְ Ǵ ܿ Ұϴ.
20
ũ(DELL), Ÿ(OKTA), ũ彺Ʈũ Ȧ(CRWD), (IOT), Ϲ コ ý(UHS), н(PATH), (BURL), ۺ ý(RSG), 䵥ũ(ADSK), ý۽(VEEV), 轺 & ٵ (BBWI), ̳ (DPZ), ڽƮ Ȧ(COST), Ͻ(CRM), ť(DOCU), (COO), ν (ROST), 丣̾ ҽý(PR), Ŭ(ORCL), ƽ(ESTC)
ָϴ ' ' ø
ϴ 'ڴ밡' ø
[ֽ̱] ո ã...ͼ ? - 24.3/13
[ֽ̱] ̺Ʈ .. ! - 30 - 24.1/17
[ֽ̱] 4 ϴ 췮 4 - (7) - 24.3/6
[ֽ̱] 3 ϴ 췮 3 - (6) - 24.2/7
[ֽ̱] 6.5% .. 2 ǥ ִ?- (5) - 24.1/10
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