???? ???? ???…??·??? ?? ?? ????
... 1.1% ? ????. ?? ?? ??? ?? ??? ??? ... ?? ????? ?? ??? 7.5%? ?? ????, ??? ?? ?? ? ?????? ???? ? ???? ???? ...
- 2025-01-27
- ??? ?
- ??? ?
??9,996?
????![??? ??? ???? ??? ?? ??? ??? ? ??[?? ?????]](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2025/01/23/130919630.1.jpg)
??? ??? ???? ??? ?? ??? ??? ? ??[?? ?????]
... ??? ?? ?? ???? PC ?? ??? 29%???, 20?? ... ? ??? ?? ?? ??? 71%?? 47%? ??????. ??? ??? ???? ??? ??? ? ??? ??? ...
- 2025-01-24
- ??? ?
- ??? ?
![[?????]SSG?? ‘????’, ??-?? ?? ??? ??? ?? ???](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2025/01/24/130925988.1.jpg)
[?????]SSG?? ‘????’, ??-?? ?? ??? ??? ?? ???
... 293% ????. ???? ?? ??? 25% ???.?? ??? ?? ? ?? ????? ? ?? 310% ????. ???? ??? ??? ????? ? ???, ???? ??? ??? ...
- 2025-01-24
- ??? ?
- ??? ?
AI ??? SK????, HBM?? ?? ?? ??
... ??? ?? ?? ?? ?? ? ???? ??? ???? ... ? ?? SK???? ?? D? ?? ? HBM? ???? ??? ??? 3??(7～9?) 30%??? ?? 4?? 40%?? ????. ...
- 2025-01-24
- ??? ?
- ??? ?
?? ??? ?? ???? ??… ?? 3? ?? ??
... ??·?????? ??? ??? ???? 1? ?? ???. ... ????. 2030??? ?? ???? B2B? ???? ??? 45%?? ?? ????. LG??? ?????, SoC, AI, ...
- 2025-01-24
- ??? ?
- ??? ?
??12?
????![????? ???? ?????????? ?? ??[????]](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2024/12/20/130691315.1.jpg)
![????? ??? ??…?? ??·????? ? ???[????]](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2024/10/11/130196370.1.jpg)
???1,328?
????
??? 2? ??, ???? ???? ??
... ? ?? ??? ???? ??? ?? ETF ??? ????. ... ??? ??? ???? ??? ??. ???? ???? ... IWN ETF? ????. IWO? ?? ???? ?? ??? ...
- ?? ?
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[??] “??? ??? ?? ?? ???… ?? ??, ?? ??? ?”
... ?? ? ?? ??? ???? ?? ?? ??? ? ?? ??? ??? ???? ??? ... ???? ??? ??? ??. ???? ??? ?? ???? ?? ??? ?? ??? ...
- 2025-01-17
??? ESG ??, ???? A A B+ vs ?? C B+ B
... 3?? ?? ?? ???? ?? 5?8307? ?, ???? 6272? ?? ????. ?? ?? ??? ?? 8188? ?, ???? 204? ?? ... ????? ??? ??? ??? ???? ? ...
- 2025-01-17
?????? ??? ??, ???? ? ????? ???
... ????? CU ?????? ??? ??? ??, ?? ?? ???? ??? ??? ???? ??? 62%? ??? ??(38%)? ???.??? ??? ? ?? ?? ??? GS25 ?? ...
- 2025-01-01
![[??] “??? AI ??? ?? ???? ????”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/80/76/5a/6780765a1c34d2738250.jpg)
[??] “??? AI ??? ?? ???? ????”
... “?? 2024? ????? ASIC ??? 122? ??(? 17?8000? ? ... HBM ?? ???? ?? ??? ? ? ????? ??? ? ??.“????? ?? ? ????. ??? ASIC? ...
- 2025-01-10