차세대 물결: 주목해야 할 온디바이스 AI 주식

AI 인프라의 물결은 AI 관련 주식에 대한 관심으로 이어지며, 투자 전략의 핵심 고려 사항으로 Qualcomm의 x Elite를 꼽습니다.

### 퀄컴 x 엘리트: 온디바이스 AI의 차세대 혁신
* 🌐 AI 슈퍼 사이클은 인프라 구축에서 온디바이스 솔루션으로 초점을 옮기면서 시장의 관심이 **점차 클라우드에서 디바이스로 이동**하고 있습니다.
* 📱 올해를 기점으로 **인공지능 스마트폰과 인공지능 PC의 보급률과 성장 전망**은 급격히 상승할 것으로 예상됩니다.
* 🔍 "올해 스마트폰 보급률은 약 **99%**가 될 것으로 예상되지만 **2027년에는 44%**가 될 것입니다."
* 🚀 6월 18일에 출시될 예정인 **AI 기반 PC 프로세서인 퀄컴의 x 엘리트**는 AI 디바이스 시장을 개척할 준비가 되어 있습니다.
* 💰 온디바이스 AI 시장 확대의 혜택을 받는 기업들은 **매출과 이익이 크게 증가**할 것으로 예상됩니다.
* 📈 "테슬라가 전기 자동차 시장의 최대 수혜자가 된 것처럼, **퀄컴은 온디바이스 AI 분야의 최대 수혜자**가 될 수 있습니다."
* 📱 NVIDIA가 **클라우드 AI의 선두주자**로 꼽히는 반면, 퀄컴은 **온디바이스 AI의 선도 기업**으로 자리매김하고 있습니다.
* 🎯 시장의 관심이 온디바이스 솔루션으로 이동함에 따라 하반기에는 **이러한 트렌드를 활용할 수 있는 종목**을 발굴하는 것이 유리할 것입니다.

Hello, I'm a candidate for US stocks. Since last year, I have mentioned a lot about the AI super cycle on YouTube, saying that you have to ride this AI wave well. From last year until now, the first keyword of this AI wave can be considered as AI infrastructure construction. So, in order to provide advanced AI services, building infrastructure like semiconductors and clouds has been the main focus of this wave so far. Companies like NVIDIA and cloud-related stocks have greatly benefited. Next in line after this infrastructure construction wave, we should focus more on telecommunications. Since we have built the infrastructure, security will naturally be considered important. Furthermore, although AI-related software stocks have been somewhat overlooked so far, we should pay attention to them in the second half of this year or next year.

So, here, what we shouldn't miss is the OnDevice AI familiar keyword that I introduced at the end of last year. There are related companies as well. So today, I'm going to talk about OnDevice AI related companies following the AI infrastructure wave. If I were to pick one stock that we should pay the most attention to, I will discuss any stock. Also, as I mentioned last week, next week, on Wednesday, June 19th at 8 p.m., there is a bit of relevance with the video we are talking about today. We are planning to find promising Nvidia and next AI stocks related to the investment strategy for the second half. Today's video might be considered a teaser for that. I have been continuously studying and looking for good stocks on MVD recently. I will share all the things I have studied with you.

I am planning to have a meeting, so I am thinking about around one to two hours. For those who can make it, let's meet next Wednesday, the 19th, at 8 p.m. If you could apply through a separate link, I will leave the application link in a pinned comment. Let's look into NVIDIA's next-gen products and try to select three products during the lecture if possible, to make the time more meaningful. Please check the pinned comment for more details. So, as I mentioned earlier, let's discuss what keywords might come up after the AI infrastructure. From the perspective of thinking about that, this report from SK Securities seems very useful, so let's talk about it together. The report is titled From Cloud to Device, which is in the context similar to what I mentioned about the AI wave.

It is likely that we will talk about a different wave here, the wave of devices after the cloud. They say that important AI-related events for the second half of the year will come. Starting today, they are talking about Apple's developer conference and mentioning Apple's AI chain and related device AI stocks that we should pay attention to. Next, on June 18th, Qualcomm will release an AI-powered PC. This is the main topic of today's discussion. So, I will focus on this. There are also discussions about the third and fourth topics. Briefly about the fourth topic, there is talk that NVIDIA is releasing graphics cards that support AI PCs. However, today's main topic is the second one, Qualcomm X Elite. From last year to this year, there has been a lot of need for semiconductors in building AI cloud-related infrastructure, with NVIDIA being the largest semiconductor supplier.

Now, from this point on, we need to pay attention to the expansion of investment in cloud AI devices. It is said that we should focus on this. Do you agree, everyone? In relation to this, they are talking about industries such as heating-related products, followed by passive components, circuit boards, and Apple's supply chain. They also mention domestic stocks here, but since we are discussing U.S. stocks, let's move on. So, if you look at this report, the penetration rate of AI in devices will be much higher than smartphones in the past, and the growth rate will be steep. They are predicting a rapid increase in the penetration outlook for AI smartphones and AI PCs starting from this year. Therefore, it would be good to discover promising stocks now and invest in them in advance. Among them, what we should pay attention to, as I mentioned at the beginning of the video, is.

It would be good to pay attention to the x Elite. Here, as you can see, the CPU supported by this AI that the market has been waiting for is finally being released. So, Qualcomm has been building its reputation mainly in the mobile sector so far, but with the release of the x Elite, it is expected to expand its business area. This could be a significant positive development. If we look into it further, Microsoft has already designated Qualcomm's x Elite for its new release of laptops. Before any specifications or performance details were publicly disclosed, journalists must have discussed among themselves. Naturally, with this as an opportunity, the x Elite could pioneer the AI device market. The market is paying a lot of attention to this. So, in the second half of the year, shouldn't we pay attention to this point?

I have a thought. For those who are curious about what this on-device AI is, let me explain briefly. Up until now, the AI-related services you have used, like chatbots, do not run on your PCs. When you give a command, it is sent to a server, which means it runs on a cloud AI server, and the response is processed there, then sent back to your PC or mobile device. On the other hand, on-device AI means that the AI function is embedded in a semiconductor chip in your mobile device or PC, allowing it to perform AI-related services even without an internet connection. Naturally, the speed will be much faster, and we can use AI services we want even without internet access. Therefore, it is inevitable that the reliability is high, and as you can see here, just like Iron Man, we can use this AI service.

Jarvis, a dedicated assistant, is coming. So, I am currently utilizing CheezeFit in various ways for work. If this type of on-device AI is installed, it can handle tasks faster and more efficiently. Our productivity can be greatly enhanced, so companies will be willing to pay a higher price for devices. With this, the device replacement cycle may be shortened compared to before. Consequently, related beneficiary stocks could see a significant increase in revenue and profits. One company that we should pay attention to is Qualcomm, in my personal opinion. I'm not sure what our U.S. viewers think. Therefore, let's ride the next wave of expansion from the cloud to devices well in advance. This is my personal opinion from the report on AI.

The penetration rate of smartphones is expected to be around 99% this year, but by 2027, it will be 44%. So, it's a market that will grow significantly in the near future. About 3 to 4 years ago, the penetration rate of the electric vehicle market was not very high, but it expanded greatly. Just like Tesla became the largest beneficiary, in the field of on-device AI, the market is not very big right now, but it is expected to grow significantly in the next 3 years. Qualcomm could be one of the biggest beneficiaries there. That's why this report mentions Qualcomm as a leading company in on-device AI. If NVIDIA is the driving force behind cloud AI, Qualcomm will be the leading company in on-device AI. That's what they are saying. So, it is necessary for us to study well the Elite that Qualcomm is about to release.

As you may know, Qualcomm has been leading in the field of communication technologies for smartphones. However, they are not satisfied with that and are now trying to expand their competitiveness into the PC or server markets. Therefore, Qualcomm's new release, called Elite, could potentially dominate the market. So, we need to pay close attention from now on. The processing performance of Elite is said to be comparable to Apple's M3. In the second half of the year, as we consider our investment strategy, the market interest is gradually shifting from the cloud to on-device solutions. It would be beneficial to study which stock could benefit the most from this trend. The information I have just shared is also posted separately on the MG Pioneer Club, so please refer to it. Since last year, artificial intelligence has truly [CONTINUED IN THE NEXT SEGMENT]

We are being given a great opportunity in many ways, and I hope our viewers in the Americas had good investment results in the first half of the year. I also hope that in the second half, you will prepare well like me and achieve good investment results. I will end the video here today. Goodbye. If you want to study and grow with me to achieve financial freedom, please try participating as a new member in the membership I have recently started. With an investment of 1,100 won per day, it could be a crucial turning point in your life. It's lonely alone, but it's reliable together. I'll be waiting for you.

엔비디아 다음으로 상승이 예상되는 이 1개 종목을 주목해 보세요. 다들 아는데 나만 모르면 손해입니다.

월급노예에서 벗어나 경제적 자유를 이루자!
https://fanding.kr/@mzbclub

MZB파이어니어 클럽 멤버십 혜택

𝟭 미주부 15종 템플릿 공개 및 활용법 강의까지
𝟮 텐배거 종목 발굴 및 적정주가 목표주가 분석
𝟯 미주부가 선정한 4차 산업혁명 44개 종목 밀착 관리 및 스터디
  (적정주가로 온 종목 놓치지 않기!)
4. 매주 라이브 소통 방송
5. 실시간 정보 공유 오픈카톡방 운영
6. 미주부 계좌 매수/매도 종목 공개
7. MZB 테니스 빌라 숙박 할인 혜택
8. 귀에 쏙쏙 들어오는 핵심 주식 강의까지

- MZB파이어니어 클럽 가입하기
https://fanding.kr/@mzbclub

* 광고문의 및 제휴문의
mejooboo@gmail.com

미국주식으로 부자되기-미주부

AI 물결 타기: 인프라에서 온디바이스 AI까지

AI 슈퍼 사이클은 AI 인프라 구축에 초점을 맞추면서 NVIDIA와 같은 기업과 클라우드 관련 주식이 수혜를 입었습니다.

다음 초점은 통신 및 AI 관련 소프트웨어 주식으로 옮겨갈 것으로 예상됩니다.

다가오는 토론에서는 진화하는 AI 물결의 맥락에서 온디바이스 AI 관련 기업과 출시 예정인 엔비디아 제품을 집중 조명할 것입니다.

차세대 AI 디바이스의 물결: 기대할 수 있는 것

애플의 개발자 회의와 퀄컴의 AI 기반 PC 출시를 시작으로 하반기에 중요한 AI 관련 이벤트가 예정되어 있습니다.

엔비디아도 AI PC를 지원하는 그래픽 카드를 출시하고 있지만, 오늘의 주요 화두는 퀄컴 X 엘리트입니다.

AI 스마트폰과 AI PC를 중심으로 디바이스 내 AI 보급이 가파르게 증가할 것으로 예상되는 가운데 클라우드 AI 디바이스에 대한 투자 확대에 집중해야 할 필요성이 커지고 있습니다.

AI 디바이스 시장에 대한 퀄컴의 x 엘리트의 영향력

퀄컴은 모바일 분야에서 잘 알려져 있지만, 이번 x 엘리트 CPU 출시를 통해 AI 디바이스 시장으로 사업을 확장할 것으로 예상됩니다.

Microsoft는 이미 새로운 노트북 출시에 x Elite를 선택했으며, 이는 CPU가 AI 디바이스 시장을 선도할 수 있는 가능성을 보여줍니다.

x Elite는 온디바이스 AI 기능을 제공하여 인터넷 연결 없이도 더 빠르고 안정적인 AI 서비스를 제공할 수 있어 시장에서 큰 주목을 받고 있습니다.

온디바이스 AI가 퀄컴에 미치는 잠재적 영향

치즈핏의 온디바이스 AI는 생산성을 향상시켜 디바이스 수요를 늘리고 잠재적으로 교체 주기를 단축할 수 있습니다.

이는 퀄컴과 같은 수혜 종목의 매출과 이익을 크게 증가시킬 수 있습니다.

이 보고서는 전기 자동차 시장에서 테슬라의 역할과 유사하게 성장하는 온디바이스 AI 시장에서 퀄컴이 선도적인 기업이 될 것이라고 전망합니다.

엘리트 릴리스와 함께 확장된 퀄컴의 확장성

퀄컴은 새로운 엘리트 출시를 통해 PC 및 서버 시장으로 경쟁력을 확대하여 잠재적으로 시장을 지배하는 것을 목표로 하고 있습니다.

엘리트는 온디바이스 솔루션에 대한 시장의 관심 전환과 맞물려 애플의 M3에 필적하는 처리 성능을 갖출 것으로 예상됩니다.

투자자들은 이러한 추세에서 가장 큰 수혜를 입을 수 있는 종목을 연구하는 것이 좋습니다.